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Making better use of SharePoint 2013 search
Alan MarshallSenior Consultant, SharePoint MVPProvoke@pomealan
OFC218
What is your expectation when you search?
Convert 1 NZD to USD
Convert 1 NZD to USD
Places to visit in Seattle
Places to visit in Seattle
How to delegate effectively videos
How to delegate effectively videos
What did we just see?• Interpret intent• Format results• Promoted content• In place answers
Overview
Deployment Query Rules Debugging Display Templates
Query to Result
Index
QueryRules
ResultTypes
DisplayTemplates
/_api/search/query?query_parameter=value&query_parameter=value
Query Rules
Better Best Bets User Oriented Queries
Natural Language Query
Intent Rules
Demo
Better Best Bets
Match Conditions
XT1000 Marketing OR Sales Slides
Dictionary Action Term
Keyword
Regular Expression
Actions
Promote by
Demote by
Publishing
1/9/2014 30/9/2014
30/9/2014Now
30/9/2014
• Site and Site Collection• Page, URL Token• Managed Meta Data Navigation• Querystring
• User• {subjectTerms} urls={http://portal/+ User.SPS-Location}• {|owstaxIdMetadataAllTagsInfo:{User.SPS-Interests}}.
• Term in current navigation
Query variables
DemoUser Centric Rules - I know who you are!Acting on User Intent - I know what you are looking for!Detecting and Acting on Natural Language - I hear what you are saying!
Display Templates
Display Templates
Search Results Write Once & Reuse CustomisationRefiners & Content Search
• Improve usability• Customer Example• BCS Result• Rich Customer
• Graphical Refiners• Color or Image• Graph or Chart
When do I need a Display Template?
Anatomy of Search Results
Demo
Display Templates 101
• HTML and JavaScript• No more XSL• One result at a time + hovercards• Other Uses• Refiners• Controls• Content By Search
Display Templates
Template Syntax<!--#_
Javascript Code_#-->
HTML Code_#= javascript variable =#_
<!--#_Javascript Code
_#-->
Managed Properties<mso:ManagedPropertyMapping msdt:dt="string">'Link URL'{Link URL}:'Path','Title':'Title‘</mso:ManagedPropertyMapping>
• Format "slot name“{display name}:"managed property name“
• display name isn't required
Uses for ctxctx provides access to current item and control• ctx.CurrentItem – managed property by name• ctx.CurrentItemIdx - item index, useful for headers• ctx.CurrentItem.csd_Icon – override the default item icon• ctx.RenderBody – common shared elements• ctx.ClientControl – access to DOMAccess managed properties• ctx.Title• ctx.Path etcUse ctx to communicate between display templates
Search Control Rendering
Control<property name="RenderTemplateId"
Group<property name="GroupTemplateId"
Item<property name="ItemTemplateId"
Item
Item
Demo
Search Control RenderingHover Panels and External CallsRefinementDebugging Display Templates
Deployment
• Display Templates• Design Manager• Optionally Include Search Configuration
• Query Rules• Export/Import Search Configuration
• Packaging as Features• Include only JS files
Deployment OptionsHow do I move the coolness to production?
Demo
Deploying Display Templates and Query Rules
• Learn about Display Templates• Experiment with Query Rules• Learn how to debug• Talk to your users!
In ClosingWhat do I do next?
Templates explainedhttp://www.eliostruyf.com/display-template-custom-document-properties-explained/GitHub Table Template https://github.com/SPCSR/DisplayTemplates/tree/master/Search%20Display%20Templates/Table%20Layout%20with%20Sorting%20Templates%20(CSWP)Use Search query variablehttp://technet.microsoft.com/en-us/library/jj683123(v=office.15).aspxMatt's search templates and designshttp://www.ableblue.com/blog/archive/tag/search/http://www.ableblue.com/blog/archive/2013/06/05/introduction-to-sharepoint-2013-display-templates/Template ID'shttp://www.eliostruyf.com/display-template-custom-document-properties-explained/Technet reference for templateshttp://technet.microsoft.com/en-us/library/dn386874(v=office.15).aspxAdd Hover Panel to Word Templateshttp://stevemannspath.blogspot.co.nz/2013/05/sharepoint-2013-search-adding-hover.htmlREST APIhttp://msdn.microsoft.com/en-us/library/office/jj163876(v=office.15).aspx> http://zimmergren.net/technical/sp-2013-searching-in-sharepoint-2013-using-the-rest-new-apis
Resources - background
Add Northwind database to searchhttp://www.sharepointinspiration.com/Lists/Posts/Post.aspx?ID=5Pie chart display templatehttp://blogs.msdn.com/b/murads/archive/2013/03/01/using-jquery-and-jqplot-in-your-display-template-to-show-a-piechart-refiner.aspxDate refinement panelhttp://blog.ithinksharepoint.com/2013/09/27/building-a-sharepoint-2013-search-refiner-with-custom-intervals/Word Templates and company display templates http://1drv.ms/1wdBT2v
Resources - Demo
The End
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