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Spsatl2013 Displaying Dynamic Content With SharePoint Search

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Michael Oryszak
Michael Oryszak

Mike Oryszak gave a presentation on using SharePoint search to display dynamic content. He discussed search basics like crawling, indexing and security trimming. He also covered understanding query syntax and showed how to use out of the box web parts like the content search web part to display dynamic content rolled up from other sites using search queries. The presentation included a demonstration of these techniques.

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SPSATL 2013 Dynamic Content using SharePoint Search SHAREPOINT SATURDAY ATLANTA – JUNE 8, 2013 MIKE ORYSZAK BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
SPSATL 2013 About Me Senior SharePoint Solution Architect w/ B&R Solutions Microsoft SharePoint Server MVP Leader for Triangle SharePoint User Group (TriSPUG) Dev and Architect with MS stack since 1996 Working with SharePoint since 2002 Raleigh-Durham, NC Scan the QR code for a chance to win a prize! BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 2
3 |SharePoint Saturday Atlanta3 |SharePoint Saturday Atlanta
4 |SharePoint Saturday Atlanta4 |SharePoint Saturday Atlanta
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SPSATL 2013 Session Overview Search Basics Differences Between 2010 and 2013 Understanding Queries Showing Dynamic Content Closeout Target Audience: Site Administrators and Power Users looking to maximize the effectiveness of their site. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 7
SPSATL 2013 Search Basics DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 8
SPSATL 2013SPSATL 2013 Search Basics Crawling A scheduled activity that evaluates the content, meta-data and security. Index Processed info that describes the crawled content Extremely fast compared to querying source content Security Only items the user has access to will be returned Referred to as “Security Trimming” BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 9
SPSATL 2013SPSATL 2013 Search Basics Managed Properties Can be used to query against a specific attribute Examples: Author ContentType CreatedBy LastModifiedTime FirstName Version Differences: In 2010 and before, these have to be managed in the Search Service Application In 2013, these are automatically added when content is crawled BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 10
SPSATL 2013SPSATL 2013 Search Basics Scopes and Query Rules Overview Pre-set rules for filtering content Can be defined and testing globally or at Site Collection level Feature typically under utilized in most environments Version Differences: In 2010 Referred to as Scopes Default scopes include: All Sites, People, This Site In 2013 Referred to as Query Rules Added ability to test the Query Rules Added ability to target the Query Rules to content and audiences BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 11
SPSATL 2013SPSATL 2013 Search Basics Content Classification ContentClass Overview Not all content is the same ContentClass property helps to segment content by its fundamental type Examples: SPSPeople – User Profiles STS_Site – Site Collection STS_Web – Site/Web STS_list_[doccumentlibrary] * – List STS_listitem_[documentlibrary] * – List Item * Note name in brackets can be replaced with template name BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 12
SPSATL 2013 Understanding Queries DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 13
SPSATL 2013SPSATL 2013 Understanding Queries Query Formatting Limit – 255 characters Content Classes - ContentClass:Value Managed Properties - Property:Value Logical Operators - AND, OR, NOT, +, - Relational Operators - <, >, <=, >=, <> Filename – filename:”name” File Type – filetype:value Wildcards – Property:Partial Value BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 14
SPSATL 2013SPSATL 2013 Understanding Queries Simple Query Examples ContentClass:STS_Site Uses the content classes specification to return all of the Site Collections Department:”IT” Would return all of the people with a value of IT in the Department user profile property Filetype:PDF Would return all PDF documents BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 15
SPSATL 2013SPSATL 2013 Understanding Queries Compound Query Examples ContentType:”Check Request” AND RequestStatus:”Completed” Returns results for items with a ContentType set to “Check Request” and a RequestStatus of “Completed” contentclass:sts_listitem_announcements AND author:“Jane Doe" Would return all announcements authored by Jane Doe ContentType:”Enrollment Form” AND Write>”6/1/2012” AND Filetype:PDF Would return all content classified as an Enrollment form, added or modified after 6/1/2012, and of the filetype PDF. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 16
SPSATL 2013 Showing Dynamic Content DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 19
SPSATL 2013SPSATL 2013 Showing Dynamic Content Out of the Box Web Parts New Web Parts with SharePoint 2013 Much stronger emphasis on using Search to power large, dynamic sites that can display content beyond the site collection Web Part Categories Content Rollup Search-Driven Content Search BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 20
SPSATL 2013SPSATL 2013 Showing Dynamic Content Content Rollup Previous versions relied on the Content Query Web Part (CQWP) Queried source content in sites directly, did not use search Content Search Web Part introduced with 2013 Uses Search to return results Provides interface for configuring and testing your query Provides configuration for 3 views; List, List with Paging, or Slideshow Provides configuration for property mapping (identification) BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 21
SPSATL 2013SPSATL 2013 Showing Dynamic Content Search-Driven Content Search-Driven Content Web Part Category added with 2013 These are extensions of the Content Search web part, providing an initial query to work from Extensively use Result Sources Web Parts include: Recommended Items Recently Changed Items Popular Items Pictures Pages Items Matching Tag Videos Web Pages Wiki Pages BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 22
SPSATL 2013SPSATL 2013 Showing Dynamic Content Search Search Web Part Category Search Results Web Part Available going back to 2001 Updated for 2013 to include the query build/test form Available as part of the Standard CAL BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 23
SPSATL 2013 Showing Dynamic Content Demonstration BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 24
SPSATL 2013 Closeout DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 25
SPSATL 2013 Questions? BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 26
SPSATL 2013SPSATL 2013 Resources Keyword Query Syntax Reference http://technet.microsoft.com/en-us/subscriptions/index/ee558911(v=office.14).aspx Property Restriction Keyword Queries http://technet.microsoft.com/en-us/subscriptions/ff394509.aspx My Search Blog Posts http://mikeoryszak.com/tag/search/ BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 27
SPSATL 2013  @SPS_ATL #SPSATL  speaker sponsor  Session Prizes 1 4 $25 gift cards 2 4 $25 gift cards 3 4 $25 gift cards 4 4 $25 gift cards 5 4 $25 gift cards

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Spsatl2013 Displaying Dynamic Content With SharePoint Search

  • 1. SPSATL 2013 Dynamic Content using SharePoint Search SHAREPOINT SATURDAY ATLANTA – JUNE 8, 2013 MIKE ORYSZAK BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK
  • 2. SPSATL 2013 About Me Senior SharePoint Solution Architect w/ B&R Solutions Microsoft SharePoint Server MVP Leader for Triangle SharePoint User Group (TriSPUG) Dev and Architect with MS stack since 1996 Working with SharePoint since 2002 Raleigh-Durham, NC Scan the QR code for a chance to win a prize! BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 2
  • 3. 3 |SharePoint Saturday Atlanta3 |SharePoint Saturday Atlanta
  • 4. 4 |SharePoint Saturday Atlanta4 |SharePoint Saturday Atlanta
  • 5. 5 |SharePoint Saturday Atlanta5 |SharePoint Saturday Atlanta
  • 6. 6 |SharePoint Saturday Atlanta6 |SharePoint Saturday Atlanta
  • 7. SPSATL 2013 Session Overview Search Basics Differences Between 2010 and 2013 Understanding Queries Showing Dynamic Content Closeout Target Audience: Site Administrators and Power Users looking to maximize the effectiveness of their site. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 7
  • 8. SPSATL 2013 Search Basics DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 8
  • 9. SPSATL 2013SPSATL 2013 Search Basics Crawling A scheduled activity that evaluates the content, meta-data and security. Index Processed info that describes the crawled content Extremely fast compared to querying source content Security Only items the user has access to will be returned Referred to as “Security Trimming” BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 9
  • 10. SPSATL 2013SPSATL 2013 Search Basics Managed Properties Can be used to query against a specific attribute Examples: Author ContentType CreatedBy LastModifiedTime FirstName Version Differences: In 2010 and before, these have to be managed in the Search Service Application In 2013, these are automatically added when content is crawled BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 10
  • 11. SPSATL 2013SPSATL 2013 Search Basics Scopes and Query Rules Overview Pre-set rules for filtering content Can be defined and testing globally or at Site Collection level Feature typically under utilized in most environments Version Differences: In 2010 Referred to as Scopes Default scopes include: All Sites, People, This Site In 2013 Referred to as Query Rules Added ability to test the Query Rules Added ability to target the Query Rules to content and audiences BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 11
  • 12. SPSATL 2013SPSATL 2013 Search Basics Content Classification ContentClass Overview Not all content is the same ContentClass property helps to segment content by its fundamental type Examples: SPSPeople – User Profiles STS_Site – Site Collection STS_Web – Site/Web STS_list_[doccumentlibrary] * – List STS_listitem_[documentlibrary] * – List Item * Note name in brackets can be replaced with template name BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 12
  • 13. SPSATL 2013 Understanding Queries DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 13
  • 14. SPSATL 2013SPSATL 2013 Understanding Queries Query Formatting Limit – 255 characters Content Classes - ContentClass:Value Managed Properties - Property:Value Logical Operators - AND, OR, NOT, +, - Relational Operators - <, >, <=, >=, <> Filename – filename:”name” File Type – filetype:value Wildcards – Property:Partial Value BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 14
  • 15. SPSATL 2013SPSATL 2013 Understanding Queries Simple Query Examples ContentClass:STS_Site Uses the content classes specification to return all of the Site Collections Department:”IT” Would return all of the people with a value of IT in the Department user profile property Filetype:PDF Would return all PDF documents BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 15
  • 16. SPSATL 2013SPSATL 2013 Understanding Queries Compound Query Examples ContentType:”Check Request” AND RequestStatus:”Completed” Returns results for items with a ContentType set to “Check Request” and a RequestStatus of “Completed” contentclass:sts_listitem_announcements AND author:“Jane Doe" Would return all announcements authored by Jane Doe ContentType:”Enrollment Form” AND Write>”6/1/2012” AND Filetype:PDF Would return all content classified as an Enrollment form, added or modified after 6/1/2012, and of the filetype PDF. BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 16
  • 17. SPSATL 2013 Showing Dynamic Content DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 19
  • 18. SPSATL 2013SPSATL 2013 Showing Dynamic Content Out of the Box Web Parts New Web Parts with SharePoint 2013 Much stronger emphasis on using Search to power large, dynamic sites that can display content beyond the site collection Web Part Categories Content Rollup Search-Driven Content Search BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 20
  • 19. SPSATL 2013SPSATL 2013 Showing Dynamic Content Content Rollup Previous versions relied on the Content Query Web Part (CQWP) Queried source content in sites directly, did not use search Content Search Web Part introduced with 2013 Uses Search to return results Provides interface for configuring and testing your query Provides configuration for 3 views; List, List with Paging, or Slideshow Provides configuration for property mapping (identification) BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 21
  • 20. SPSATL 2013SPSATL 2013 Showing Dynamic Content Search-Driven Content Search-Driven Content Web Part Category added with 2013 These are extensions of the Content Search web part, providing an initial query to work from Extensively use Result Sources Web Parts include: Recommended Items Recently Changed Items Popular Items Pictures Pages Items Matching Tag Videos Web Pages Wiki Pages BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 22
  • 21. SPSATL 2013SPSATL 2013 Showing Dynamic Content Search Search Web Part Category Search Results Web Part Available going back to 2001 Updated for 2013 to include the query build/test form Available as part of the Standard CAL BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 23
  • 22. SPSATL 2013 Showing Dynamic Content Demonstration BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 24
  • 23. SPSATL 2013 Closeout DYNAMIC CONTENT USING SHAREPOINT SEARCH BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 25
  • 24. SPSATL 2013 Questions? BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 26
  • 25. SPSATL 2013SPSATL 2013 Resources Keyword Query Syntax Reference http://technet.microsoft.com/en-us/subscriptions/index/ee558911(v=office.14).aspx Property Restriction Keyword Queries http://technet.microsoft.com/en-us/subscriptions/ff394509.aspx My Search Blog Posts http://mikeoryszak.com/tag/search/ BLOG: WWW.MIKEORYSZAK.COM TWITTER: @NEXT_CONNECT LINKEDIN: HTTP://WWW.LINKEDIN.COM/IN/MICHAELORYSZAK 27
  • 26. SPSATL 2013  @SPS_ATL #SPSATL  speaker sponsor  Session Prizes 1 4 $25 gift cards 2 4 $25 gift cards 3 4 $25 gift cards 4 4 $25 gift cards 5 4 $25 gift cards

Editor's Notes

  1. Grand Prize winner selectedfrom session winners