TechFuse 2013 - Break down the walls SharePoint 2013
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This document outlines a presentation by Donald Donais on SharePoint 2013, covering its history, features like cross-site publishing, analytics, and methods for improving information retrieval. Key topics include best practices for content management, search functionality, and user engagement through managed navigation and social features. The document also provides resources for further learning and support within the SharePoint community.
TechFuse 2013 - Break down the walls SharePoint 2013
- 1. Donald Donais SharePoint Consultant, Avtex Breakdown the Walls with SharePoint 2013 TechFuse 2013 March 21, 2013
- 2. Donald Donais Avtex SharePoint Consultant [email protected] Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais
- 3. Agenda • SharePoint History – Storing and Finding Content • Cross-Site Publishing SharePoint 2013 • Tapping into SharePoint Analytics • Finding My Information
- 4. Warm-Up Questions • What Version of SharePoint Do You Work With? • What Role Are You With SharePoint?
- 5. SHAREPOINT HISTORY STORING AND FINDING CONTENT
- 6. Cross-Site Publishing History Questions Needed to be Asked? Do you need to roll-up information? Do you need to aggregate information?
- 7. Best Practices • SharePoint 2007 & 2010 Suggestion Single Site Collection Security Related Content • If Need to Do Multiple Site Collections Search Web Parts Custom Develop or 3rd Party Solutions • Site Collection Manually Connected Portal Connection Navigation Link in Global Navigation
- 8. Content Publishing Within Site Collection • Roll-Up Content Features Included Content Query Web Parts Calendar Overlays (SharePoint 2010) • Search Web Parts Not Intuitive Modify Output of Search Web Part - XSLT Adjusting the Refinement Panel Required - XSLT • Work with SharePoint Farm Admin Create Managed Properties Create Search Scopes
- 9. Content Publishing Between Site Collections • Search Web Parts Not Intuitive Modify Output of Search Web Part - XSLT Adjusting the Refinement Panel Required - XSLT • Work with SharePoint Farm Admin Create Managed Properties Create Search Scopes • Search At the Mercy of Scheduled Crawls Intermittent Full
- 10. Consistent Navigation Across Site Collections • Site Collections Do Not Allow Consistent Navigation • Out of the Box Duplicate Structure In Each Site Collection Manually Any Changes Would Require Multiple Updates • Coding Effort Central Location for Hierarchy and URL’s Distribute by Baking Control on Master Page
- 11. Other Options • 3rd Party Tools Bamboo Solutions – List Rollup Web Part • SharePoint Designer 2010 Use SOAP and Dataview Web Parts
- 13. What is Cross-Site Publishing? • SharePoint 2013 Tackled Issues Using OOB • Features Include: Content Search Web Part Term-Driven Pages Navigation Taxonomy Query Rules Query Builder Metadata Navigation Display Templates Friendly URL’s Continuous Crawl
- 14. Underlying Architecture • Content Type Content Wrapper Added to Lists or Libraries Metadata, Document Templates, and Workflow Only Available within Site Collection • Metadata Tagging Content Searching, Grouping, Filtering, etc. • Content Type Hub (SharePoint 2010 & 2013) Content Type Syndication Across Site Collections
- 15. Content Search Web Part • Similar to Content Query Web Part Based on Indexed Content • Show Content Cross Site Collections • New Presentation Template Model Content Render on Client Side Full Control on Rendering using HTML Templates • Easy Editor for Designing Query – Query Builder
- 16. Query Builder • UI Based • Information Worker Focused • Found Within Query Rules and Content Search Drive Web Parts • Provides Test & Preview Capabilities • Allows “Advanced Mode” • Add Refiners
- 17. Query Rules • Manipulate Search Results • Help Act Upon on Intent or a Query • Conditions, Actions, Publishing Options Match Specific Words Word in a Specific Dictionary Content Source (Videos) File Type • Replaces Key Words & Best Bets (and much more) • Refine Query to Promote on Conditions • Query can trigger multiple resultant sets Documents and People
- 18. Managed Navigation, Search and Topic Pages • Adaptive experiences empower web developers to create portals based on managed navigation and a few dynamic pages Friendly URL http://contoso.com/cameras TERM STORE NAVIGATION TAXONOMY CONTENT SEARCH WEB PART Audio Audio Filter query by Cameras Cameras CATEGORY: Cameras Computers Computers Home appliances Home appliances Phones Phones TV and video TV and video Search Use page maincategory.aspx
- 19. Display Templates • Many Ship Out of the Box • Make your own HTML & JavaScript
- 20. Managed Navigation • Terms can be Site Structures • Friendly URL’s • 1:1 Binding of Site Collection to Term Set
- 21. • Content Type, Content Type Hub and Metadata • Content Search Web Part • Display Templates • Query Builder/Rules • Metadata Navigation
- 22. TAPPING INTO SHAREPOINT ANALYTICS
- 23. Why Analytics? • See Patterns and Trends What is working? More Importantly – What is not working? • Adjusting Metadata Include New Terms or Remove Old Terms • Adjust Query Rules Include New Promoted
- 24. Usage/Search Reports • Found within Search Service Application and Site Collection Admin • Report Information Displayed in Excel Usage/Search Reports Description Location Usage Reports – Usage Number of views and unique viewers Search Service Application, Site Collection & Site Usage Reports – Number of Number of search queries performed showing Site Collection Queries trends and high/low activity Search Reports – Top Queries Broken down into Day and Month and includes Search Service Application & Site Collection most popular search queries Search Reports – Abandoned Broken down into Day and Month and includes Search Service Application & Site Collection Queries queries that received low click-through Search Reports – Query Rule Broken down into Day and Month and includes Search Service Application & Site Collection how often a query rule was initiated
- 26. Most Popular Items and Popularity Trends • Analytics Available at Library Level • Most Popular Items Based On Click a Document Link, View or Open a Document Options include Most Views, Most Views by Unique Users, and Most Recommendation Clicks • Option to Download Popularity Trends - Excel
- 27. Web Parts to Know • Recommended Items Content Recommendations Based on Usage • Popular Items Display Recently Viewed Content • Scoped Site Collection, Site, • Utilizes Search and only found in Enterprise Version
- 28. • Usage Reports • Most Popular Items • Popular Items Web Part
- 30. Making Easier to Find Information • Task Aggregation • Following • Offline Content • More Relevant Search • People Search
- 31. Personal Task Aggregation • Newsfeed Tasks • Manage Personal Tasks SharePoint Project Server MS Outlook • Requirements Exchange 2013 Outlook 2013 Project
- 32. Following to Aggregate • Following People Documents Sites • Suggestions People Documents Sites • All based on User’s Behavior Patterns
- 33. Take Content Offline • Sync Libraries or Personal Documents • Local Access to Libraries • Accessible Offline • Integrated with Office Document Center • Replaces SharePoint Workspace
- 34. Discover more Relevant Results • Search Verticals • Recommendation s based on Search Query • Re-find Information • Drill Into Details
- 35. People Search • Find People Faster Query Suggestions Find Experts - Documents Fuzzy Name Search Social Connections Search Anywhere • Relevance • Crawl and Content Drive from User Profile • Admin Site Managed by “Search Site” Admin
- 36. • Tasks Aggregation • Following • Offline Content • Search
- 37. Do You Remember? What was this presentation about?
- 38. Resources • Configuring Cross-Site Publishing in SharePoint 2013 http://technet.microsoft.com/en-us/library/jj656774.aspx • Find Content About SharePoint Server 2013 http://bit.ly/11fDRkv • Navigation Using Managed Metadata http://bit.ly/16HsFgG • SharePoint 2013 Web Part: Content Search http://bit.ly/1392kce • Building Search Queries with SharePoint 2013 http://bit.ly/Y0osBz
- 39. Q&A
- 40. MN SharePoint Users Group Website • SharePoint Resource Documents • SharePoint Resource links • RSS Feeds • Meeting Schedule • Past User Group Presentations • Past User Group Recordings • Sponsorship Information • http://sharepointmn.com • Email: [email protected]
- 41. Thank you! Avtex IT Pro Consultant [email protected] Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais
Editor's Notes
- #32: This is tightly integrated with your own personal tasks so at a glance you can see the tasks you need to accomplish. Your tasks are also aggregating tasks from Outlook, Project and SharePoint and publishing them to your timeline view and because we’re providing a connected experience the tasks that appear here will also appear in Outlook so no matter where you are, you can manage your to do list and get home on time.
- #33: SharePoint 2013 helps you find answers to questions and discover experts you never knew existed. Following is a huge part of increasing adoption of social and with SharePoint it’s really easy to follow a person, site, hashtag or even document.It’s a great way to stay on top of the work that you’re interested inwithout having to send emails every day to someone asking for progress. SharePointalso makes recommendations on who or what you should be following. It’s never been easier to expand your social network.
- #35: SharePoint 2013’s new unified search platform takes information discovery to the next level. It’s an intelligent search engine and as a result is always improving, always looking for ways to improve the relevance of search results; The search engine can look beyond the query and understood the meaning and can be integrated with your own business applications to help you discover results and get answers.
- #36: The term “search experience” is important, because not all search results are the same and not all searches should do the same thing.SharePoint gives provides get great search results, but also provides the ability to do specific tasks such as finding expertise, people.But it’s more than finding names, it’s finding “experts”… It’s content based, not profile based; this means that we are able to find what people know based on what they actually authored and published. A combination of technology from MSFT Research and FAST allows us to do just that andeven understand names that are written in other languages, and match them to their native form(example: Name written in Russian Cyrillic can be typed as it sounds in English and will still return the correct person)You’ll also notice on the right side the people hover card, which enables users to quickly inspect and find what they are looking for. The hover card experiencechanges based on content type, in this case for people/expertise we can easily see Past projects, Interests and more importantly the documents theyhave worked on relevant to the topic “Green Thermal” (query). The relevant “worked on “documents and actions also allows for a natural and intuitive experience, when the goal is not just finding a result but getting a task done.