Embed Size (px)
Citation preview
Finding a Needle in the Haystack:
SharePoint StyleLET’S TALK ABOUT SEARCH FEATURES
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 : [email protected]
Twitter : @DavidMDrever
Website: http://prairiedeveloper.com
Contact Details:
Solvera Solutions
Joanne KleinSharePoint/O365 Consultant
NexNovus Consulting
Saskatchewan SharePoint/O365 User Group
@JoanneCKlein [email protected] JoanneCKlein.com
Agenda
What about Delve?
1
Why we like search
2
Search Feature “Should-haves”
3
Search Odds and Sodds
4
Agenda
What about Delve?
1
Why we like search
2
Search Feature “Should-haves”
3
Search Odds and Sodds
4
Agenda
What about Delve?
1
Why we like search
2
Search Feature “Should-haves”
3
Search Odds and Sodds
4
Agenda
What about Delve?
1
Why we like search
2
Search Feature “Should-haves”
3
Search Odds and Sodds
4
Disclaimer
High level
discussion of
SharePoint Search
Features
Each Feature
could be it’s own
presentation
We won’t be
able to cover
everything you
would like
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 Control
Document Library
Content Type
Site
Site Collection
Web Application
(SP on-prem)
Tenant
(SPO)
Security TrimmedSecurity-trimmed
Customizable
Can even customize the web parts themselves.
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?
Under-utilized
Search Features
Search Features…
Result SourcesSearch Web
Parts
Result Types &
Display
Templates
Query Builder
Result Sources
Result Source
Limit searches to:
Content Subset of results
Result Source
Defaults
Each has a
Search
Result
Source
Content
Search Web
Part
Out of the box result
sources
User’s Helpdesk Incidents
Build a custom Result Source!
{searchTerms}
ContentType:HelpDeskIncident
AssignedTo={User.Name}
Source URL
Query
Result Source: “User’s Helpdesk Incidents”
Search Web Parts
SharePoint Search Provides
Powerful, Highly
Configurable OOTB
Web Parts
Create Your Own
Search Pages with
a Single Web Part
Building your own
pages let’s YOU
control the data
returned
What Search Brings to the Table
Basic text box,
just type your
query
Search Box
Web Part
Search Box Web Part
What Search Brings to the Table
Allows navigation
to particular
Search Vertical
Directs to separate
page with
customized search
Web Parts
Search
Navigation Web
Part
Search Navigation
Web Part
What Search Brings to the Table
Uses your queries
from Search Box
Data sources for
results are
configurable
Search Results
Web Part
Query and Refiners
can be defined
internally (without
user interaction)
Search Results Web
Part
What Search Brings to the Table
Narrows down or
refines results from
returned query
Refiner Web Part
Utilizes Managed
Properties to refine
the search results
Refines based on
returned results not
entire index
Search Refiner
Web Part
Query Builder
Advanced ModeQuick Mode
Query Builder✓Content Search Web part
✓ Search Results Web part
Show me all active
contracts across
our company
Show me all
contracts renewing
in the next month
Query Builder DemoDemo setup
Company Contract
Co
nte
nt
Typ
e
Contract Status
Contract Renewal Date
IT Contracts
HR Contracts
Mktg Contracts
Contract Site Collection
HR Subsite
IT Subsite
Marketing
Subsite
Query Builder
Crawl generates crawled properties
Map Managed properties to Crawled properties:
ContractStatusAlias ContractRenewalDateAlias
Query Builder Demo
Result Types & Display Templates
Defining How Search Results Are
Categorized
A Result type is a
set of rules that
define data type
categories
But wait there’s more!!
Can also define
rules based on
Metadata
Combine file types
and metadata
together in a single
rule
Defining How Search Results Are
Categorized
SharePoint comes
with 31 default
Result Types
One is a default
for when no
other type fits
Can copy from
existing result types
when creating
new ones
Need to define
the attributes to
look for (Result
Conditions)
Then tell the
Result Type
what to do
(Result Action)
Result Type
Controlling How Your Results Are
Displayed
Display Templates
provide a customized
way of displaying
data in search results
and other sources
Templates allow for
the addition of logic
into result
presentations
Prior to SP2013, XSL
files had to be
modified. More
cumbersome
Controlling How Your Results Are
Displayed
Defined at the Site
Collection level.
Result Item display
templates as a
whole are two
parts
Item Display Template
Hover Panel Template
Display Template Examples
Github Tiles Template
Sharegate Slick Display
Template
http://en.share-gate.com/blog/sharepoint-display-template
https://github.com/SPCSR/DisplayTemplates
Little Documented step: Property Sync
https://technet.microsoft.com/en-us/library/dn794209.aspx
Demo – Display Template
Search Odds and Sodds
Query
Suggestions
Query Rules
Entity Extraction
(on-premises)
Thesaurus
(on-premises)
Entity Extraction
Entity Extraction
“How to get metadata if there is no metadata”
Entity Extraction
Infers the value of managed properties
Show up as refiners in search results
Manufacturing
Company
“Product Names”
Educational
Institutions
“School Names”
Oil & Gas
Company
“Oil Wells”
On-premises
Only!
Entity Extraction
STEP 1: Create a dictionary
KEY, DISPLAY format
Entity Extraction
STEP 2: Deploy the dictionary
$searchServiceApp = Get-SPEnterpriseSearchServiceApplication
Import-SPEnterpriseSearchCustomExtractionDictionary
–SearchApplication $searchServiceApp
–Filename <path>–DictionaryName <dictionaryname>
Where
<path> is a UNC filename<dictionaryname> is Microsoft.UserDictionaries.EntityExtraction.Custom.WordPart.n
(where n is 1,2,3,4 or 5)
Full crawl
required!
Entity
Extraction
STEP 3:
Configure
managed
property
Entity ExtractionSTEP 4: Configure a
refiner
Include
WordPartCustomRefiner1
as a refiner on the search
page
Query Suggestions
I’m looking for: “Ti…”
How about:
Tickets…
Time…
Tim Hortons…
Query Suggestions
What are Query Suggestions?
Word predictions
to assist your
search
Enabled
automatically in
Search Box WPs
Configurable by
you.
Add words to
always
suggest
Add words
to never
suggest
Rules for a Always Suggest File
One phrase for each line
Do not require quotes for multiline
Blank lines are acceptable
Order doesn’t matter. Sorted within SharePoint.
Files with duplicates will not upload
Rules for a Never Suggest File
One phrase for each line
Do REQUIRE quotes for multiline
Blank lines are acceptable
Order doesn’t matter. Sorted within SharePoint.
Often used to ensure misspells aren’t suggested
Files with duplicates will not upload
Thesaurus
Thesaurus
When you search for… Also include results for…
VP EVP, Vice President, Executive Vice President
HR Human Resources
SIN Social Insurance Number
Deploy a Thesaurus on-premises
STEP 1: Create a thesaurus file of synonyms
Format: KEY, SYNONYM, LANGUAGE format
Not case sensitive
Terms can’t include:
# / \ . ?
Deploy a Thesaurus on-premises
STEP 2: Deploy with PowerShell
$searchapp = Get-SPEnterpriseSearchServiceApplication
Import-SPEnterpriseSearchThesaurus –SearchApplication $searchapp -Filename <Path>
Change is immediate! No crawl required
SharePoint Online thesaurus…
Ignite 2016 Roadmap!
Interim solution by Mikael Svenson and Elio Struyf
SharePoint List Javascript
Query Rules
Query Rules
What are
they?
Why would I
want them?
Use Cases
When anyone uses the search term ‘benefit’ show the HR Benefit
Policy at the top of search results.
When anyone searches for any department name, show the
organizational chart at the top of search results.
How to add a Query Rule
Promoted Results
Result Blocks
ActionsCondition +
STEP 1: Add a Condition
Let’s enhance what happens when people search for ‘budget’…
STEP 2: Add an action
“Promoted Result”
Step 2: Add an action
“Result Block”
Don’t listen to them. It’s not ALL your fault!
Don’t listen to them. It’s not ALL your fault!
Users have to learn how to use search!
http://icansharepoint.com/infographic-search-sharepoint/
Matt Wade
@thatmattwade
Troubleshooting
SharePoint Search Query Tool
https://sp2013searchtool.codeplex.com/
SharePoint 2013SharePoint
Online
Presentation URLs
Thesaurus:
https://joannecklein.com/2016/11/15/sharepoint-thesaurus-a-great-on-boarding-tool/
https://www.eliostruyf.com/a-better-way-for-search-synonyms-in-sharepoint-online-2013-2016/
http://www.techmikael.com/2016/06/bringing-out-client-side-hammer-one.html
Thank you! Questions?
David Drever and Joanne Klein
Thanks for coming out!!
Saskatchewan SharePoint Office365 User Group
(https://www.meetup.com/SKSPOUG/)
Email : [email protected]
Twitter : @DavidMDrever
Blog: prairiedeveloper.com
Email: [email protected]
Twitter: @JoanneCKlein
Blog: JoanneCKlein.com
