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TechFuse 2013 - Break down the walls SharePoint 2013
1. Donald Donais
SharePoint Consultant, Avtex
Breakdown the Walls with SharePoint
2013
TechFuse 2013 March 21, 2013
2. Donald Donais
Avtex SharePoint Consultant
ddonais@avtex.com
Blog – Tales from IT Side
http://talesfromitside.wordpress.com
Twitter
@dondonais
3. Agenda
• SharePoint History – Storing and Finding Content
• Cross-Site Publishing SharePoint 2013
• Tapping into SharePoint Analytics
• Finding My Information
4. Warm-Up Questions
• What Version of SharePoint Do You Work With?
• What Role Are You With SharePoint?
7. Best Practices
• SharePoint 2007 & 2010 Suggestion
Single Site Collection
Security
Related Content
• If Need to Do Multiple Site Collections
Search Web Parts
Custom Develop or 3rd Party Solutions
• Site Collection Manually Connected
Portal Connection
Navigation Link in Global Navigation
8. Content Publishing Within Site
Collection
• Roll-Up Content Features Included
Content Query Web Parts
Calendar Overlays (SharePoint 2010)
• Search Web Parts Not Intuitive
Modify Output of Search Web Part - XSLT
Adjusting the Refinement Panel Required - XSLT
• Work with SharePoint Farm Admin
Create Managed Properties
Create Search Scopes
9. Content Publishing Between Site
Collections
• Search Web Parts Not Intuitive
Modify Output of Search Web Part - XSLT
Adjusting the Refinement Panel Required - XSLT
• Work with SharePoint Farm Admin
Create Managed Properties
Create Search Scopes
• Search At the Mercy of Scheduled Crawls
Intermittent
Full
10. Consistent Navigation Across Site
Collections
• Site Collections Do Not Allow Consistent Navigation
• Out of the Box
Duplicate Structure In Each Site Collection Manually
Any Changes Would Require Multiple Updates
• Coding Effort
Central Location for Hierarchy and URL’s
Distribute by Baking Control on Master Page
11. Other Options
• 3rd Party Tools
Bamboo Solutions – List Rollup Web Part
• SharePoint Designer 2010
Use SOAP and Dataview Web Parts
13. What is Cross-Site Publishing?
• SharePoint 2013 Tackled Issues Using OOB
• Features Include:
Content Search Web Part
Term-Driven Pages
Navigation Taxonomy
Query Rules
Query Builder
Metadata Navigation
Display Templates
Friendly URL’s
Continuous Crawl
14. Underlying Architecture
• Content Type
Content Wrapper Added to Lists or Libraries
Metadata, Document Templates, and Workflow
Only Available within Site Collection
• Metadata
Tagging Content
Searching, Grouping, Filtering, etc.
• Content Type Hub (SharePoint 2010 & 2013)
Content Type Syndication Across Site Collections
15. Content Search Web Part
• Similar to Content Query Web
Part
Based on Indexed Content
• Show Content Cross Site
Collections
• New Presentation Template
Model
Content Render on Client Side
Full Control on Rendering using
HTML Templates
• Easy Editor for Designing Query –
Query Builder
16. Query Builder
• UI Based
• Information Worker
Focused
• Found Within Query
Rules and Content
Search Drive Web Parts
• Provides Test & Preview
Capabilities
• Allows “Advanced Mode”
• Add Refiners
17. Query Rules
• Manipulate Search Results
• Help Act Upon on Intent or a Query
• Conditions, Actions, Publishing
Options
Match Specific Words
Word in a Specific Dictionary
Content Source (Videos)
File Type
• Replaces Key Words & Best Bets
(and much more)
• Refine Query to Promote on
Conditions
• Query can trigger multiple resultant
sets
Documents and People
18. Managed Navigation, Search and Topic
Pages
• Adaptive experiences empower web developers to create portals based on
managed navigation and a few dynamic pages
Friendly URL
http://contoso.com/cameras
TERM STORE
NAVIGATION TAXONOMY
CONTENT SEARCH WEB PART
Audio
Audio Filter query by
Cameras
Cameras CATEGORY: Cameras
Computers
Computers
Home appliances
Home appliances
Phones
Phones
TV and video
TV and video Search
Use page
maincategory.aspx
23. Why Analytics?
• See Patterns and Trends
What is working?
More Importantly – What is not working?
• Adjusting Metadata
Include New Terms or Remove Old Terms
• Adjust Query Rules
Include New Promoted
24. Usage/Search Reports
• Found within Search Service Application and Site
Collection Admin
• Report Information Displayed in Excel
Usage/Search Reports Description Location
Usage Reports – Usage Number of views and unique viewers Search Service Application, Site Collection & Site
Usage Reports – Number of Number of search queries performed showing Site Collection
Queries trends and high/low activity
Search Reports – Top Queries Broken down into Day and Month and includes Search Service Application & Site Collection
most popular search queries
Search Reports – Abandoned Broken down into Day and Month and includes Search Service Application & Site Collection
Queries queries that received low click-through
Search Reports – Query Rule Broken down into Day and Month and includes Search Service Application & Site Collection
how often a query rule was initiated
26. Most Popular Items and Popularity
Trends
• Analytics Available at Library
Level
• Most Popular Items
Based On Click a Document
Link, View or Open a
Document
Options include Most Views,
Most Views by Unique Users,
and Most Recommendation
Clicks
• Option to Download
Popularity Trends - Excel
27. Web Parts to Know
• Recommended Items
Content
Recommendations Based
on Usage
• Popular Items
Display Recently Viewed
Content
• Scoped
Site Collection, Site,
• Utilizes Search and only
found in Enterprise
Version
30. Making Easier to Find Information
• Task Aggregation
• Following
• Offline Content
• More Relevant Search
• People Search
31. Personal Task Aggregation
• Newsfeed
Tasks
• Manage
Personal
Tasks
SharePoint
Project
Server
MS Outlook
• Requirements
Exchange
2013
Outlook
2013
Project
32. Following to Aggregate
• Following
People
Documents
Sites
• Suggestions
People
Documents
Sites
• All based on
User’s Behavior
Patterns
33. Take Content Offline
• Sync Libraries or Personal
Documents
• Local Access to Libraries
• Accessible Offline
• Integrated with Office Document
Center
• Replaces SharePoint Workspace
34. Discover more Relevant Results
• Search Verticals
• Recommendation
s based on
Search Query
• Re-find
Information
• Drill Into Details
35. People Search
• Find People Faster
Query Suggestions
Find Experts -
Documents
Fuzzy Name Search
Social Connections
Search Anywhere
• Relevance
• Crawl and Content
Drive from User Profile
• Admin
Site Managed by
“Search Site” Admin
40. MN SharePoint Users Group Website
• SharePoint Resource Documents
• SharePoint Resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• Past User Group Recordings
• Sponsorship Information
• http://sharepointmn.com
• Email: sharepoint@sharepointmn.com
41. Thank you!
Avtex IT Pro Consultant
ddonais@avtex.com
Blog – Tales from IT Side
http://talesfromitside.wordpress.com
Twitter
@dondonais
Editor's Notes
This is tightly integrated with your own personal tasks so at a glance you can see the tasks you need to accomplish. Your tasks are also aggregating tasks from Outlook, Project and SharePoint and publishing them to your timeline view and because we’re providing a connected experience the tasks that appear here will also appear in Outlook so no matter where you are, you can manage your to do list and get home on time.
SharePoint 2013 helps you find answers to questions and discover experts you never knew existed. Following is a huge part of increasing adoption of social and with SharePoint it’s really easy to follow a person, site, hashtag or even document.It’s a great way to stay on top of the work that you’re interested inwithout having to send emails every day to someone asking for progress. SharePointalso makes recommendations on who or what you should be following. It’s never been easier to expand your social network.
SharePoint 2013’s new unified search platform takes information discovery to the next level. It’s an intelligent search engine and as a result is always improving, always looking for ways to improve the relevance of search results; The search engine can look beyond the query and understood the meaning and can be integrated with your own business applications to help you discover results and get answers.
The term “search experience” is important, because not all search results are the same and not all searches should do the same thing.SharePoint gives provides get great search results, but also provides the ability to do specific tasks such as finding expertise, people.But it’s more than finding names, it’s finding “experts”… It’s content based, not profile based; this means that we are able to find what people know based on what they actually authored and published. A combination of technology from MSFT Research and FAST allows us to do just that andeven understand names that are written in other languages, and match them to their native form(example: Name written in Russian Cyrillic can be typed as it sounds in English and will still return the correct person)You’ll also notice on the right side the people hover card, which enables users to quickly inspect and find what they are looking for. The hover card experiencechanges based on content type, in this case for people/expertise we can easily see Past projects, Interests and more importantly the documents theyhave worked on relevant to the topic “Green Thermal” (query). The relevant “worked on “documents and actions also allows for a natural and intuitive experience, when the goal is not just finding a result but getting a task done.