finding a needle in the haystack: sharepoint style · 2017-03-22 · a content source is quite...

Finding a Needle in the Haystack:

SharePoint StyleSEARCH CONCEPTS: CONTENT QUALITY

David Drever

• SharePoint Services Lead

• Microsoft Office Servers and Services MVP

• SharePoint JoAT (Jack of All Trades)

• Leadership team member Saskatchewan

SharePoint Office365 User Group

(https://www.meetup.com/SKSPOUG/)

Email : davidmdrever@outlook.com

Twitter : @DavidMDrever

Website: http://prairiedeveloper.com

Contact Details:

Solvera Solutions

Joanne KleinSharePoint/O365 Consultant

NexNovus Consulting

Saskatchewan SharePoint/O365 User Group

@JoanneCKlein joannecklein@outlook.com JoanneCKlein.com

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Agenda

What about Delve?

1

Why we like search

2

Improving Content Quality

3

Search Concepts

4

Disclaimer

High level

discussion of

SharePoint Search

Concepts

Each Concept

could be it’s own

presentation

We won’t be

able to cover

everything you

would like

What about

Delve?

Do we still

need

traditional

search?

What about

Delve?

What is Delve? Office Graph

Delve uses Search too!

Delve

What Delve can’t do…

Display Targeted content

Show List items!• Tasks

• Announcements

• Calendar entries

“Show me all Budget Documents for 2016”

“Show me all past Corporate Events”

Do we still need traditional search?

Yes, we do!

Why we like Search

Scope

Document Library

Content Type

Site

Site Collection

Web Application

(SP on-prem)Tenant (SPO)

Security TrimmedSecurity-trimmed

Customizable

Customizable

Display Templates• Control how your search results look!

• Search results

• “Supporting” web parts

Customizable Search

Result

Content Search Webpart Search

Webpart

Search

Webparts

Why can’t I find anything in SharePoint?

Why can’t I find anything in SharePoint?

Poor Content

Quality

Improving Content Quality

Improving Content Quality

Title Property

Use Site Columns

and Content

Types

Tag Content

with Corp

Taxonomy

Get rid of old

Content!

Use versioning

or

Co-authoring

Improving Content Quality

Title PropertyUse Site

Columns and

Content Types

Tag Content

with Corp

Taxonomy

Get rid of old Content!

Use versioning

orCo-

authoring

Poor Search

Experience

Title Property

Filename is

not the

Title!

Title Property

Filename is

not the

Title!

Search

results

show Title

Title Property

Filename is

not the

Title!

Search

results

show Title

Title can be many

things!

Where does it get the Title?

SharePoint Search ResultsDelve Card

Title for a Word Document

1. Text with “Title” or “Heading 1” style

2. Large Font text

3. Title property

4. File name

Metadata

ExtractorTitle

“Demystifying titles in SharePoint search & Delve”

Columns versus Site Columns

Columns

• Defined on a list or library

• NOT reusable

• Create once, use once

Site Columns

• Defined independent of list or library

• Reusable

• Create once, use many times!!

If you want to show it in a search

web part, use site columns!

Importance

of Content

Types

Real World

Examples

“Business requires ability to view all approved budget documents

within Corporation”

“Business requires view of all outstanding invoices within

Corporation”

“Need a web part to display list of bugs assigned to ‘ME’ across

all projects”

Importance of Content Types

“Business requires ability to view all approved budget documents

within Corporation”

Importance of Content Types

Create “Budget Status” site column

within CT

Create a “Budget Document”

Content Type at highest level

required

Add Search Web Part to return

Budget Document Content Types with Status = Approved

“Business requires ability to view all approved budget documents

within Corporation”

Corporate

Taxonomy

Managed Metadata

Centrally managed

Hierarchical

Advantages?

** Only

terms in

the boxes

can be

selected.

Information Architecture and Management

•Corporate Portal1•Division Areas2

•Project Sites/Workspaces3•Team/Community Sites4

•Personal Sites5

Structure and

GovernanceCORPORATE TAXONOMY

Announced at Ignite…

SharePoint Server 2016

Feature Pack 1

SharePoint Server 2013

September 2016 CU

SharePoint Hybrid

Taxonomy Feature

“Unified Taxonomy”

Get rid of old content

Include an image only on this page and talk to it.

Delete it! Archive it!

Clean Up Current Data

Bad, but typical… Document Version History

Use SharePoint versioning not versioning built into the name!

Search Concepts

Search Concepts

Content Sources

Content Sources

A content source is quite frankly any entity, container, object, location,

application, etc. that SharePoint can get it’s data from.

Controlled at the farm\tenant level, but can be fine tuned as low as a

sub-site.

What Can be a Content Source?

What Can be a Content Source?

What Can be a Content Source?

What Can be a Content Source?

What Can be a Content Source?

What Can be a Content Source?

What Can be a Content Source?

Network Drives

What Can be a Content Source?

Network Drives

What Can be a Content Source?

Network Drives User Profiles

What Can be a Content Source?

Network Drives User Profiles

What Can be a Content Source?

Network Drives User Profiles

What Can be a Content Source?

Network Drives User Profiles

What Can be a Content Source?

Network Drives User Profiles

Crawling

Full Crawl

Crawling

Full CrawlIncremental

Crawl

Crawling

Full CrawlIncremental

Crawl

Continuous

Crawl

Crawled & Managed Properties

Managed Properties are King!

Managed Properties

1 2

3

4

5

Site Column: Category *choice

Crawled Property: ows_q_CHCS_Category

Managed Property: CategoryOWSCHCS

Mapped

*

Mapped Crawled Properties

CustomerNum

Address

City

Province

ProductNum

ProductType

CustomerNo

StartDate

ContractNo

EffectiveDate

ExpiryDate

CustNo

Content Sources

CustomerNumber

Managed

Property

Crawled

Properties

*

Search Schema

Crawled property categories

Crawled property to managed property mappings.

Managed property settingsSearch Schema

Service Application or Tenant

Site Collection

Queryable

Searchable

Retrievable

Refinable

Managed Property Schema Settings

Managed Properties

Full Crawl

What requires

one?

http://bit.ly/2fUcFTi

DEMO (Recorded)INCLUDES:

• CREATING SITE COLUMN

• ADD CONTENT

• FULL CRAWL

• SHOW CRAWLED AND MANAGED PROPERTY

DEMO (LIVE)DEMO INCLUDES:

- ADD A CSWP TO A PAGE, OPEN QUERY BUILDER AND FILTER ON THE

MANAGED PROPERTY FROM THE RECORDED DEMO SHOWN PRIOR TO THIS.

- SHAREPOINT LIST WITH A SITE COLUMN AND HAVE AN IMAGE ON THE LIST AND

USE AN OOTB DISPLAY TEMPLATE THAT DISPLAYS AN IMAGE.

Troubleshooting

SharePoint Search Query Tool

https://sp2013searchtool.codeplex.com/

SharePoint 2013SharePoint

Online

Thank you! Questions?

David Drever and Joanne Klein

Thanks for coming out!!

Saskatchewan SharePoint Office365 User Group

(https://www.meetup.com/SKSPOUG/)

Email : davidmdrever@outlook.com

Twitter : @DavidMDrever

Blog: prairiedeveloper.com

Email: joannecklein@outlook.com

Twitter: @JoanneCKlein

Blog: JoanneCKlein.com