ECS19 - Matthew McDermott - How to Run a Search Project in SharePoint

1. HOW TO RUN A SEARCH PROJECT IN SHAREPOINT
Matthew McDermott
MVP O365 Apps & Services
Spanning Cloud Apps

2. ♡ DIAMOND AND PLATINUM SPONSORS ♡

3. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved4
4

4. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved55
Copyright © 2018 – Spanning Cloud Apps, LLC. All Rights
Reserved
Lay of the land
What are we trying to achieve?

5. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved7
Help users find what they need
Anticipate the common
requests
Empower your users within the
search results.
Create specific locations using
Company terminology that help
your users
SpecificActionableCurated

6. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved8
Identify Content
Types
Identify
Refinable and
Query
Properties
Create
Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

7. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved9
What’s in Your SharePoint?
Content
Invoices
Templates
Resumes
Contracts
Sites
Customers

8. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved10
The Project
We cannot
find
employee
resumes!
Search for
Resumes
based on
“Attributes”
(like Skills)
Must be easy
to maintain
Present the
Resumes in
Search
Results
“distinctively”
Link it to the
employee
We want
employees to
use the
current
resume
template

9. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved12
The Resume
•Our Resumes are Word Documents
•We create our resumes for each employee/candidate
•We update the resume after every project
•We track the following information:
–Owner
–Skills
–Degree
–Certifications
–Sector (Industry)

10. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved13
The "_______"
Our "______" are "_______" (document/item)
We create our "______" for each "____" every "______"
We track the following information:
"______"
"______"
"______"
"______"
"______"
Content Type
Name Content Type
Parent
Association
and
frequency
Refinable Managed Properties

11. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved14
The Resume
•Our Resumes are Word Documents
•We create our resumes for each employee/candidate
•We update the resume after every project
•We track the following information:
–Owner
–Skills
–Degree
–Certifications
–Sector (Industry)

12. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved16
Identify Content
Types
Identify
Refinable and
Query
Properties
Create
Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

13. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved17
Why Managed Properties?
Classification: Silly
SiteConfidential:0

14. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved18
Managed Properties Solve Problems
•Create a List of Customers
•Create a Text Field for
–Customer ID
› CustomerID -> ows_CustomerID
› CustID -> ows_CustID
› Customer ID -> ows_Customer_x0020_ID
Managed Property
CustomerID -> owsCustomerID, ows_CustId, ows_Customer_x0020_ID
SharePoint Creates these
Crawled Properties

15. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved19
Querying a Managed Property
Asking the right questions

16. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved20
Identify Content
Types
Identify
Refinable and
Query
Properties
Create
Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

17. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved21
When do I need a Display Template?
• Visual cue will improve search result
• Make a search result actionable
• Add relevant data to Search Result

18. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved22
When do I need a Display Template?
• Customer vs. Real Customer
– BCS Result
– Rich Customer
• Graphical Refiners
– Color or Image
– Graph or Chart
Display Templates and Query Rules
http://bit.ly/abSPC322

19. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved23
Anatomy of Search Results

20. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved24
Design Matters!
• Have a Designer build the prototype
• Have the designer address CSS
– Alignment
– Stacking
– Link behavior

21. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved25
Modern Search Results
Our Community Rocks!

22. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved26
Identify Content
Types
Identify
Refinable and
Query
Properties
Create
Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

23. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved27
Search Verticals
• Everything
• People
• Conversations
• Videos
• Customers
• Resumes

24. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved28
Search Verticals
Result Sources and Search Verticals

25. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved29
Identify Content
Types
Identify
Refinable and
Query
Properties
Create
Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

26. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved30
Query Rule Options
• Rules run on a Result Source
• Query Match Conditions
– Keyword / Action Term
– Dictionary
– Advanced Text Match
• Action
– Promoted Result
– Result Block
– Change Ranked Results

27. 31
Slide
31
Run a Search Project in SharePoint Online | Matthew McDermott | Wednesday 12:50
Follow us:
#O365ENGAGE17
Query Rule
Result Block

28. 32
Slide
32
Run a Search Project in SharePoint Online | Matthew McDermott | Wednesday 12:50
Follow us:
#O365ENGAGE17
Query Rule
Promoted Result
Display Templates and Query Rules
http://bit.ly/abSPC322

29. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved33
Identify Content
Types
Identify
Refinable and
Query
Properties
Create
Managed
Properties
Create Display
Templates
Create Search
Verticals and
Results Page
Create Query
Rules

30. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved34
What SHOULD I have access to?
Site
Collections
Service
Applications
Administrator Farm/Tenant
Search
Search
Center
Managed
Metadata
Metadata
Manager
Content
Type Hub

31. Copyright © 2019 – Spanning Cloud Apps, LLC. All Rights
Reserved35
Resources
My Blog
http://www.ableblue.com/blog
AbleBlue YouTube Channel
https://youtube.com/AbleBlue
SharePoint Search Query Tool
http://bit.ly/abQueryTool
SharePoint Search Back to Front
https://bit.ly/abSearch
Display Templates and Query Rules
http://bit.ly/abSPC322
Search Explained
https://searchexplained.com