About Me

Nik Patel• Lead Solutions Architect, Slalom Consulting, Chicago

• Working with SharePoint since 2006

• Current focus area is SharePoint 2013 and Office 365

Contact Info• Email – patenik2@yahoo.com

• Blog – Nik Patel’s SharePoint World - http://nikpatel.net/

• Twitter - @nikxpatel

• LinkedIn - linkedin.com/in/nikspatel

• Slideshare - slideshare.net/patenik2

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Introducing Case Study – Niks Sports Corporate News Center

Introducing Niks Sports Corporation

Fictitious Cricket Equipment Manufacturing Company situated in Melbourne, Australia

Biggest Supplier of Cricket Goods in Australia, South Asia, and Indian Subcontinents

Premier Sponsor of Cricket Australia Team and Events

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Introducing Corporate News Application

Intranet News Application for Corporate Employees

One-stop place for Employees for Corporate Events, Leadership Messages, Corporate Communication, and Public Press Releases

News Authors should have authoring & approval framework for News Articles

News Marked as Featured Articles showcase on News Center Home Page

Users should be able to find & filter News Articles

ECM, WCM, and Search Features in SharePoint 2007 and SharePoint 2010

ECM, WCM, Search Features Introduced in SharePoint 2013

Cross-Site Publishing

ECM, WCM, Search features in used in Corporate News Application

Let’s Learn the Basics: Cross-Site Publishing Overview

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Cross-Site Publishing is a Concept, It’s collection of features from WCM, ECM, and Search workloads

Author content in one or more site collections and aggregate that using content by search web part across site collections, web applications, or even farms

Different than traditional content deployment approach, instead it uses Search as opposed to export-import methods, works with non-publishing content as well

Driven by managed metadata – tagging of content enables reuse through search

Requires planning – location of authoring & publishing sites, location of asset libraries, search settings, security & permissions, managed metadata etc.

Pattern – Authoring.contoso.com (en-us) -> Translate -> Authoring.contoso.com (Fr-fr) -> Search Index Crawl -> Contoso.com shows data using Content By Search web part

1. Content in Authoring Site Collection2. Publish Articles Library as Catalog3. Crawl Content4. Connect to Articles Library Catalog5. Query Search Results web parts

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How it would have done - Corporate News Application in SharePoint 2010?

Search Engine

• Full & Incremental Crawl

• Crawled and Managed Properties

• Search Scopes

• Search API

HR

Corporate News Center

• Master Pages – Look & Feel

• Core Search Results Web Part

• Custom Web Parts – Search API Based

Managed Metadata Service, Enterprise Term Store, Search Service Application

SharePoint 2010 Author-In-Place Publishing

Sales & Marketing

IT

Corporate Communication

• Page Layouts

• Publishing Pages Library

• Content Query Web Part

• SharePoint Designer

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Putting it all together - Corporate News Application in SharePoint 2013

Search Engine

• Continuous Crawl

• Full & Incremental Crawl

• Crawled and Managed Properties

• Result Sources

• Query Rules

HR

Corporate News Center

• Master Pages – Look & Feel

• Page Layouts

• Topic Pages (Category and Item)

• Content By Search Web Part

• Display Templates

• Managed Metadata Navigation

• Design Manager

• Image Renditions

• Clean URLs

Managed Metadata Service, Enterprise Term Store, Search Service Application

SharePoint 2013 Cross-Site Publishing

Sales & Marketing

IT

Corporate Communication

• Page Layouts

• Publishing Pages Library

• Catalog Libraries

• Image Renditions

• SharePoint Designer

Prepare Publishing of News Articles – Catalog Libraries

Information Architecture –Site and Content Taxonomy

Build the Foundational Architecture in Authoring Site Collections

Publish Articles through Search Index

Customize the Search Center – Searching News Articles

Getting away from Out of Box –Customize Look & Feel

Building the Home Page –News Carousel

Advanced Features –Recommendations & Taxonomy Refiners

Understand Software & Features Pre-requisites

Consume Catalog Libraries from News Center

Understand Software & Features Pre-requisites

Understand the Pre-requisites

Major Services Needs to be Activated

Managed Metadata Service Application and Enterprise Content Type Hub

Search Service Application

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Key SP2013 WCM Features

Office 365

(As of Oct 2013)

Foundation

On-Premises

Standard

On-Premises

Enterprise

On-Premises

WCM Analytics No No No Yes

WCM Catalog Yes No No Yes

WCM Cross-Site Publishing Yes No No Yes

WCM Faceted Navigation No No No Yes

WCM Image Renditions Yes No No Yes

WCM Topic Pages Yes No No Yes

Content Search Web Part Yes No No Yes

SharePoint 2013 On-Premises Enterprise RTM Edition & Office 365 (As of Oct 2013)

SharePoint 2013 WCM Features not available in On-Premises Standard Edition

For News Article Pages, Publishing Portal or Publishing Feature activated on all Site Collections

Information Architecture –Site and Content Taxonomy

Plan & Design Information Architecture

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Review existing Blogs, Articles, News letters if they are available

It may come in wide verities - Email based Newsletters, Past PDF/Word Newsletters, outdated CMS intranet newsletters etc.

Define Site Taxonomy

Intranet vs. Internet facing Site – Anonymous Users

Centralized or Distributed Application - Assets & Blobs

Content Ownership, Content Authoring and Approval Process dictates one or another

Deliverable Artifact – Site Taxonomy

Define Content Matrix & Content Type Hierarchy

Identify different types of articles

Identify key characteristics of each articles & group them

Identify content authors/owners/approvers

Identify Site Columns, Site Content Type Hierarchy, Term sets, and Managed Metadata Tagging

Sample Site Taxonomy Artifact

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Sample Content Type Taxonomy Artifact

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Build the Foundational Architecture in Authoring Site Collections

Claims Based Web Application

Build Site Taxonomy

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Niks Sports News Application – Articles Aggregation & Rollup from Different Divisions

Decentralized Corporate News Center

Build Site Taxonomy

Root site collection hosting News Center & divisional site collections for News Authoring

Single Claims based Web Application hosting both Authoring divisional site collections & News Center Publishing site collection

Divisional Site Collection would host all the Assets

All Employees would have read-only permission to all Site Collections Assets library, No permission needed for Article libraries & Divisional site collections

Enable "Cross-Site Publishing" feature on the Department Authoring Site Collections

Activates Catalog Publishing feature

Build Content Taxonomy - Term sets

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Define Term Sets for News articles in Term Store

Authoring Site collection Article Catalog libraries will reference News Hierarchy term set

Same term set will be referenced by Publishing site collection Managed Metadata Navigation

Define Term Sets for Departments

Terms will be used to tag articles & categorize them by departments

Make Local Term Set available to Publishing Site Collections

If your term set is configured at local authoring Site Collection level, make it available to publishing site collections

You must have at least 1 Term Set for News Categories

Build Content Taxonomy – Site Columns and Content Types

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Article Page Company Article

Corporate Communication

Company Event

Leadership Message

Define Site columns, Site Content types in Content Type Hub and push them out to all Site Collections

Content Type Hub standardize Site Content Types across Site Collections

Enable Publishing feature on Content Type Hub

Content Type Hierarchy

Base Content Type - Article Page

Company Article - News Center Category (Managed Metadata), Division (Managed Metadata), Is Featured Article (Yes/No, No is default)

Corporate Communication - No custom Columns

Leadership Message - Leader Picture (Publishing Image)

Corporate Event - Event Start Date (Date and Time), Event End Date (Date and Time), Event Location (Multiple Lines of Text)

Prepare News Article Libraries in Authoring Site Collections

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Design News Article Page Layouts for Authoring Site Collections

Page layout is a template for a page - Layout and Structure for the body of News Articles

Use SharePoint Designer or Design Manager to create page layouts

News Article Page Layouts are based on "Article Left" page layout

Design Three Page Layouts & associate them to custom content type - Corporate Communication, Leadership Message, and Corporate Event and add custom fields to the page layout

Prepare Pages Library in Authoring Site Collections to host News Articles

Add content types to Pages Library

Add end-user facing content types - Corporate Communication, Leadership Message, Corporate Event

Define the unique column for news articles in pages library - Use this in catalog settings (e.g. ID, Title etc.)

Add custom or update default view for pages library - add content type site columns in default view

Prepare Asset Libraries and Image Renditions

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Host Asset Libraries in Authoring Site Collections

BLOBs like Images, Videos, and Documents are NOT available through Search Index

Asset Libraries can be either in Authoring Site collections (Intranet) or Dedicated or Publishing site collections (Extranet or Internet)

Asset Libraries will host News Article Images based on Image Renditions

Create new Image Rendition for Home Page News Rotator - NiksNews Carousel Image: Width - 650px, Height - 300px

What is Image Renditions?

Image transformation dynamically in SharePoint, great for large images to optimize page load for internet or mobile applications

OOB four image rendition templates available, every image has 4 renditions by default

Takes advantage of blob caching, blob cache configuration is required at the web application level

While adding images on WCM publishing pages, you can reference image renditions using ID or Width & Height

Prepare Publishing of News Articles – Catalog Libraries

What are Catalog Libraries?

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Requires cross-site collection publishing feature – enabled by default on the product catalog site template, can be turned on using PowerShell on other site templates

Can be created from pages libraries, document libraries, asset libraries, or lists

Requires at least one single-valued managed metadata column

Only HTML & text content is indexed by default, documents-images-videos are considered as BLOBs

Requires an full crawl to be discoverable as a catalog, New result source is added with the query isolating items from the catalog

Catalog connection is link to search index based on managed metadata indexed terms

Use CSWP or managed navigation to reuse content from catalogs

Enable Article Pages library as Catalog

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No need for anonymous for intranet

Define Navigation Hierarchy to Managed Metadata field (e.g. NewsCenterCategory)

This shows up in the URL

Define Catalog item URL fields as unique columns in pages library

This shows up in the URL

Keep in mind - Consuming Site Collections doesn’t have to use these fields to identify unique record

Big question is - Title or ID? Apparently it just doesn't matter.

Title contain spaces and ID across multiple news pages libraries for all authoring site collections are not unique.

News Center on Publishing Site Collection can’t use any of these fields to identify unique records – News Center will use ListID and ListItemID as composite identifier

Publish Articles through Search Index

Manage Search Crawl & Schema

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Important Note: Make sure you have news articles before you are crawling the content

Trigger the full crawl from central admin or pages library re-indexing feature to create crawled properties & managed properties

Configure Continuous Crawl in Production environment for refreshed content

SP2013 should automatically create crawled & managed properties for catalogs

by default managed properties are NOT refinable & sortable

Update OOB behavior of Managed Properties

Refinable - News Category & Division

Sortable – ArticleStartDateOWSDATE

Re-perform full crawl

Consume Catalog Libraries from News Center

Connect News Center Site to News Catalogs

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Verify Site Navigation settings - Publishing Portal sites uses managed navigation by default

From Publishing Site, Connect to all the news catalogs available as news page library

Specify Catalog Connections, Managed Metadata Navigation, Catalog & Item Page Settings

Connect to First News Catalog

Connection Integration - Select “integrate the catalog into my site” - this would allow catalog navigable through terms & managed navigation

NewsCenterCategory as Navigation Hierarchy

Specify Catalog Item URL behavior and Catalog Item URL format -Select “construct a URL format from catalog properties” & specify ListID and ListItemID in the URL

Specify Catalog Page and Item Page - Select “create a new page”

Connect to Remaining News Catalogs

Select “connect but do not integrate the catalog” option as Catalog Connection Integration

Everything else should be selected same as first catalog

Connect News Center Site to News Catalogs

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At the end of successful connection of catalogs

You will have managed metadata navigation on site

Merge Catalog Result Sources

Copy first News Catalog Result Source and create Merge Result Sources

Update Query for merge result sources – ListId & SPSiteUrl

Update Catalog Category Page’s Content By Search Web Part and Catalog Item Page’s Catalog Item Reuse web part to reference Merged Result Source

Two Page layouts - default catalog category and catalog item page in master pages and page layouts gallery (e.g. category-news.aspx and catalogitem-news.aspx)

Two pages - create default catalog category and catalog item page in pages library

Catalog category has Content By Search and catalog item page has Catalog Item Reuse web parts

Term Store Management - Site Navigation is pinned to term store hierarchy

Term Store Management – Term-based Navigation configured to the catalog category and catalog item pages

Result Sources – Each Catalog would be available as result sources

You should be able to browse content by navigating through menu with default page layouts

Screenshot of News Center at this stage…

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Getting away from Out of Box –Customize Look & Feel

Major areas to consider

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Apply New Look & Feel – Master Pages and Branding

Design Master Pages using Design Manager or Traditional SharePoint 2013 WayTo create share for Design Manager, you would need Desktop Experience feature installed on your VM

Start out with OOB Oslo or Seattle Master Pages or Minimal Master for clean HTML

Apply Branding

Upload/Apply News Center master page HTML & design assets using Design Manager

If your master page not showing up on Master Page setting, ensure HTML file is applied version "15" and it's been published

Optional - Design Custom Catalog Category and Catalog Item Page Layouts & Pages

Best Practice: Start with OOB Catalog Category and Catalog Item Pages

Design Custom Display Templates & Customize Content By Search Web Parts

Best Practice: Start with OOB Display Templates

What are Catalog Category and Catalog Item Pages?

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Category pages and catalog item pages are page layouts that you can use to show structured catalog content consistently across a site

By default, SharePoint Server 2013 automatically create one category page layout and one catalog item page layout per catalog connection

Allows you to avoid creating many individual pages for content that you want to show in the same manner across your site.

Often used in combination with managed navigation and Search Web Parts.

By default, a page based on the category page layout is added to the Pages library with the name Category-<catalog name> and catalog item page with the name CatalogItem-<catalog name>.

Association between catalog category & catalog item pages and a term is configured in the Term Store Management Tool, on the TERM-DRIVEN PAGES tab

Create Custom Page Layouts for Catalog Pages

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Use SharePoint Designer or Design Manager to create custom page layouts

Associated with Catalog-Item Reuse content type

Plan to start with OOB catalog page layouts

Create two page layouts - NewsCategoryPageLayout and NewsDetailsPageLayout

NewsCategoryPageLayout would be 1 column web part zone layout – Central Zone

NewsDetailsPageLayout would be 2 columns web part zone layout – Central Zone & Right Zone

Please note that, we are planning to use only 1 category and 1 details page layout for all the terms but you can create different category and item page layouts to display catalog contents for each types of term or each term. This is where things becomes fascinating. You can have different views for different news categories like leadership messages, events etc.

Apply Custom Catalog Pages to Site Navigation Term Set

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Create News Category and News Item Details Page based on new page layouts in News center Pages Library

Create two pages based on Catalog-Item Reuse content type from New menu

NewsCategoryPage.aspx (based on NewsCategoryPageLayout) - 1 column page layout

NewsDetailsPage (based on NewsDetailsPageLayout) - 2 columns page layout

Assign catalog items and category pages to the terms defined in Site Navigation term set

Change Catalog Category and Item Page references to the custom pages in term driven pages tab from Visit News Center Site’s Term Store Management Tool

If you try to visit the pages using managed metadata navigation, it should render pages with new category pages but it would be blank (there are no web parts added to the pages)

Customize Content By Search Web Parts on Catalog Pages

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Content By Search Web Part

Similar to content by query web part but search index based and cross-site collection support

New presentation template model for easy content presentation using HTML display templates, not XSLT based

Easy editors like query helpers as web part editors for defining planned query and previewing results

Often used in combination with managed navigation and category pages and catalog item pages for Cross-Site Publishing Scenario

Design Custom Display Templates

Each Content By Search Web Part requires two templates - Control & Item display templates

This makes total 4 display templates - catalog category control, catalog category item, catalog item control, catalog item item

Start out Custom Design Templates from OOB templates - Control_List.html and Item_PictureOnTop.html

Publish Display templates with design manager to master pages gallery

Add Content By Search Web Parts on Catalog Category and Catalog Item Pages

Specify Query against Merged Catalog Result Sources – Apply Filters & Sorting

Specify display templates for Control & Category

Specify Property Mappings to Search Managed Properties

Add Content By Search Web Part to Catalog Category Page

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Query - Order News Article by latest publish date

Result source would be combined news result source, restrict by tag - don't restrict by tag, derive additional filter from advanced mode - owstaxIdKnowledgeCenterCategory contains site navigation terms of current page and subpage, Sorting => ArticleStartDateOWSDATE Descending

Sample Query: (contentclass:sts_listitem OR IsDocument:True) (SPSiteUrl:http://intranet.niks.local/sites/corpcompOR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c05-4433-4409-87ff-7990052f5a8f) owstaxIdNewsx0020Centerx0020Category:{Term.IdWithChildren}

Number of items to show - 8

Display Templates

Control - List-NiksNews, Item - NiksNews Featured Article

Property Mappings

Select change the mapping of managed properties

Select in this order - publishingimage, path, Title, ArticleByLineOWSTEXT, ArticleStartDateOWSDATE

Add Content By Search Web Part to Catalog Item Page

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Query

Result source should be combined news result source, restrict by tag - don't restrict by any tag, Go to the advanced window - add ListID and ListItemID property and specify they contains value of a token from URL, Specify URL Token 1 for ListItemID (first from the right side of URL) and Token 2 for ListID (second from right side of URL)

Sample Query: (contentclass:sts_listitem OR IsDocument:True) (SPSiteUrl:http://intranet.niks.local/sites/corpcompOR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c05-4433-4409-87ff-7990052f5a8f) ListItemID:{URLToken.1} ListID:{URLToken.2}

Number of items to show - 1

Display Template

Control - List-NiksNews-Wide, Item - NiksNews Article Detail Template

Property Mappings

Select change the mapping of managed properties

Select in this order - publishingimage, path, Title, ArticleStartDateOWSDATE, PublishingImageContentOWSHTML

Screenshot of News Center at this stage…

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Thanks to Microsoft Office Demo VMs – Master Page Source for this demo

Building the Home Page –News Carousel

Configuring Home Page News Rotator Web Part

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Configuring Home Page News Rotator Web Part

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News Rotator web part consumes Catalog data directly, not driven by Managed Metadata Terms

Twitter Bootstrap Carousel - http://getbootstrap.com/2.3.2/customize.html

Need full bootstrap JS and only carousel CSS

Create two Display Templates - Carousel list & Carousel list item

Start out with copying Out of box display templates - Control_List.html and Item_PictureOnTop.html

Emit Carousel JavaScript & UI controls through display templates

Configure Carousel CBS web part on home page

Query - News combined result source, IsFeaturedArticleOWSBOOL contains manual value = 1

Sorting - ArticleStartDateOWSDATE Descending

Number of items to display - 5

Display Templates - Control - NiksNews Carousel List, Item - NiksNews Carousel Item

Property Mapping - PublishingImage, Path, Title, ArticleByLineOWSTEXT

Width - 650 px

Customize the Search Center – Searching News Articles

Customize the Search Center

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Customize the Search Center

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In Pages library, create page – Search.aspx based on custom or OOB Page Layouts

In Search.aspx

In Right zone (left side panel) – Add Refinement web part

Refiners are based on “refinable” managed properties to quickly browse specific content from the search index

Remove all the refiners except - Modified Date

Add News Category & Division Managed Properties

In central zone - Add Search Box and Search Results web part

Change query on search results web part - Items matching a content type, Restrict by Content Type - Company Article

Configure the Custom Search Center

From Site Collection, Search Settings page, set Results Page URL to custom Search.aspx

Validate Search.aspx returns results while searching for data

Real World Scenarios - Sky is Not Enough

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Corporate News & Events Center

Corporate Forms & Policies Center

Corporate Video Channel (e.g. Microsoft Channel 9)

Corporate Knowledge Center (e.g. Documents, Pictures, Videos, News)

Ecommerce Product Catalog Site

Additional Resources

Scenario: Create SharePoint sites by using cross-site publishing in SharePoint Server 2013

http://technet.microsoft.com/en-us/sharepoint/jj872721.aspx

Case Studies

Mavention and web content management in SharePoint Server 2013 - http://technet.microsoft.com/en-us/library/jj822912(v=office.15)

United Airlines and SharePoint Server 2013 - http://technet.microsoft.com/en-us/library/dn423227(office.15) and http://channel9.msdn.com/Events/SharePoint-Conference/2012/SPC060

Bella Engen’s How to set up a product-centric website in SharePoint Server 2013 -http://blogs.technet.com/b/tothesharepoint/archive/2013/02/14/how-to-set-up-a-product-centric-web-site-in-sharepoint-2013.aspx

Community Resources

SharePoint MVP Waldek Mastykarz’s Blog - http://blog.mastykarz.nl/

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© 2012 Slalom, LLC. All rights reserved. The information herein is for informational purposes only and represents the current view of Slalom, LLC. as of the date of this presentation.

SLALOM MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.