Finding a Needle in the Haystack: SharePoint Style SEARCH CONCEPTS: CONTENT QUALITY

Transcription

1 Finding a Needle in the Haystack: SharePoint Style SEARCH CONCEPTS: CONTENT QUALITY

2 David Drever Solvera Solutions SharePoint Services Lead Microsoft Office Servers and Services MVP SharePoint JoAT (Jack of All Trades) Leadership team member Saskatchewan SharePoint Office365 User Group ( Contact Details: davidmdrever@outlook.com Twitter Website:

3 Joanne Klein SharePoint/O365 Consultant NexNovus Consulting Saskatchewan SharePoint/O365 User JoanneCKlein.com

4 Agenda What about Delve? Why we like search Improving Content Quality Search Concepts

5 Agenda What about Delve? Why we like search Improving Content Quality Search Concepts

6 Agenda What about Delve? Why we like search Improving Content Quality Search Concepts

7 Agenda What about Delve? Why we like search Improving Content Quality Search Concepts

8 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

9 What about Delve?

10 Do we still need traditional search? What about Delve?

11 What is Delve? Office Graph

12 Delve uses Search too!

13

14 Delve

15 What Delve can t do Show List items! Tasks Announcements Calendar entries Display Targeted content Show me all Budget Documents for 2016 Show me all past Corporate Events

16 Do we still need traditional search? Yes, we do!

17 Why we like Search

18 Scope Tenant (SPO) Web Application (SP on-prem) Site Collection Site Document Library Content Type

19 Security-trimmed Trimmed

20 Customizable

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22 Customizable Display Templates Control how your search results look! Search results Supporting web parts

23 Customizable Search Result

24 Content Search Webpart Search Webpart

25 Search Webparts

26 Why can t I find anything in SharePoint?

27 Why can t I find anything in SharePoint? Poor Content Quality

28 Improving Content Quality

29 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

30 Improving Content Quality Title Property Get rid of old Content! Use Site Columns and Content Types Use versioning or Coauthoring Tag Content with Corp Taxonomy Poor Search Experience

31 Title Property Filename is not the Title!

32 Title Property Filename is not the Title! Search results show Title

33 Title Property Filename is not the Title! Search results show Title Title can be many things!

34 Where does it get the Title? Delve Card SharePoint Search Results

35 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

36 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!

37 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

38 Importance of Content Types Business requires ability to view all approved budget documents within Corporation

39 Importance of Content Types Business requires ability to view all approved budget documents within Corporation Create a Budget Document Content Type at highest level required Create Budget Status site column within CT Add Search Web Part to return Budget Document Content Types with Status = Approved

40 Corporate Taxonomy Managed Metadata Centrally managed Hierarchical Advantages? ** Only terms in the boxes can be selected.

41 Information Architecture and Management Structure and Governance 1 2 Corporate Portal CORPORATE TAXONOMY Division Areas 3 Project Sites/Workspaces 4 Team/Community Sites 5 Personal Sites

42 Announced at Ignite SharePoint Server 2016 Feature Pack 1 SharePoint Server 2013 September 2016 CU SharePoint Hybrid Taxonomy Feature Unified Taxonomy

43 Get rid of old content Include an image only on this page and talk to it. Delete it! Archive it!

44 Clean Up Current Data Use SharePoint versioning not versioning built into the name! Bad, but typical Document Version History

45 Search Concepts

46 Search Concepts Content Sources

47 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.

48 What Can be a Content Source?

49 What Can be a Content Source?

50 What Can be a Content Source?

51 What Can be a Content Source?

52 What Can be a Content Source?

53 What Can be a Content Source?

54 What Can be a Content Source? Network Drives

55 What Can be a Content Source? Network Drives

56 What Can be a Content Source? Network Drives User Profiles

57 What Can be a Content Source? Network Drives User Profiles

58 What Can be a Content Source? Network Drives User Profiles

59 What Can be a Content Source? Network Drives User Profiles

60 What Can be a Content Source? Network Drives User Profiles

61 Crawling Full Crawl

62 Crawling Full Crawl Incremental Crawl

63 Crawling Full Crawl Incremental Crawl Continuous Crawl

64 Crawled & Managed Properties

65 Managed Properties are King!

66 Managed Properties

67 Site Column: Category *choice Crawled Property: ows_q_chcs_category Mapped Managed Property: CategoryOWSCHCS

68 Mapped Crawled Properties Content Sources Crawled Properties CustomerNum Address City Province ProductNum ProductType CustomerNo StartDate ContractNo EffectiveDate ExpiryDate CustNo Managed Property CustomerNumber

69 Search Schema Service Application or Tenant Site Collection Search Schema Crawled property categories Crawled property to managed property mappings. Managed property settings

70 Managed Property Schema Settings Managed Properties Queryable Retrievable Searchable Refinable

71 Full Crawl What requires one?

72 DEMO (Recorded) INCLUDES: CREATING SITE COLUMN ADD CONTENT FULL CRAWL SHOW CRAWLED AND MANAGED PROPERTY

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74 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.

75 Troubleshooting SharePoint Search Query Tool SharePoint 2013 SharePoint Online

76 Thank you! Questions?

77 David Drever and Joanne Klein Thanks for coming out!! davidmdrever@outlook.com Twitter Blog: prairiedeveloper.com joannecklein@outlook.com Blog: JoanneCKlein.com Saskatchewan SharePoint Office365 User Group (