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Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
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

2
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
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

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

5
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
ECM, WCM, and Search Features in
SharePoint 2007 and SharePoint 2010
Cross-Site
Publishing

ECM, WCM, Search Features Introduced in SharePoint 2013
ECM, WCM, Search features in used in Corporate News Application
Let’s Learn the Basics: Cross-Site Publishing Overview
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.
2.
3.
4.
5.

Content in Authoring Site Collection
Publish Articles Library as Catalog
Crawl Content
Connect to Articles Library Catalog
Query Search Results web parts

10
SharePoint 2010 Author-In-Place Publishing
HR
Search Engine
Corporate News Center
•

Master Pages – Look & Feel

•

Core Search Results Web Part

•

Custom Web Parts – Search API Based

•

Full & Incremental Crawl

•

Crawled and Managed
Properties

•

Search Scopes

•

Sales & Marketing

Search API

IT

Corporate Communication
•

Page Layouts

•

Publishing Pages Library

•

Content Query Web Part

•

SharePoint Designer

Managed Metadata Service, Enterprise Term Store, Search Service Application

How it would have done - Corporate News Application in SharePoint 2010?
11
SharePoint 2013 Cross-Site Publishing
HR
Corporate News Center
•

Master Pages – Look & Feel

•

Page Layouts

•

Topic Pages (Category and Item)

Search Engine
•

Continuous Crawl

•

Full & Incremental Crawl

•

Sales & Marketing

Crawled and Managed
Properties

IT

•

Content By Search Web Part

•

Display Templates

•

Result Sources

•

Managed Metadata Navigation

•

Query Rules

•

•

Page Layouts

Design Manager

•

•

Publishing Pages Library

Image Renditions

•

•

Catalog Libraries

Clean URLs

•

Image Renditions

•

SharePoint Designer

Corporate Communication

Managed Metadata Service, Enterprise Term Store, Search Service Application

Putting it all together - Corporate News Application in SharePoint 2013
12
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
Understand
Software &
Features Prerequisites

Information
Architecture –
Site and
Content
Taxonomy

Build the
Foundational
Architecture in
Authoring Site
Collections

Prepare
Publishing of
News Articles
– Catalog
Libraries

Publish
Articles
through
Search Index

Consume
Catalog
Libraries from
News Center

Getting away
from Out of
Box –
Customize
Look & Feel

Building the
Home Page –
News
Carousel

Customize the
Search Center
– Searching
News Articles

Advanced
Features –
Recommenda
tions &
Taxonomy
Refiners
Understand
Software &
Features Prerequisites
Understand the Pre-requisites
Major Services Needs to be Activated
Managed Metadata Service Application and Enterprise Content Type Hub
Search Service Application

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
Office 365
(As of Oct 2013)

Foundation
On-Premises

WCM Analytics

No

No

No

Yes

WCM Catalog

Yes

No

No

Yes

WCM Cross-Site Publishing

Yes

No

No

Yes

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

Key SP2013 WCM Features

WCM Faceted Navigation

Standard
On-Premises

Enterprise
On-Premises

17
Information
Architecture –
Site and
Content
Taxonomy
Plan & Design Information Architecture
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

19
Sample Site Taxonomy Artifact

20
Sample Content Type Taxonomy Artifact

21
Build the
Foundational
Architecture in
Authoring Site
Collections
Build Site Taxonomy
Niks Sports News Application – Articles Aggregation &
Rollup from Different Divisions
Decentralized Corporate News Center

Claims Based Web Application

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

23
Build Content Taxonomy - Term sets
You must have at least 1 Term Set for News Categories
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

24
Build Content Taxonomy – Site Columns and Content Types
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)
Corporate
Communication

Article Page

Company
Article

Company Event

Leadership Message

25
Prepare News Article Libraries in Authoring Site Collections
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

26
Prepare Asset Libraries and Image Renditions
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 - Niks
News 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

27
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
Prepare
Publishing of
News Articles
– Catalog
Libraries
What are Catalog Libraries?
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, documentsimages-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

30
Enable Article Pages library as Catalog
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

31
Publish
Articles
through
Search Index
Manage Search Crawl & Schema
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

33
Consume
Catalog
Libraries from
News Center
Connect News Center Site to News Catalogs
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

35
Connect News Center Site to News Catalogs
At the end of successful connection of catalogs
You will have managed metadata navigation on site
Two Page layouts - default catalog category and catalog item page in master
pages and page layouts gallery (e.g. category-news.aspx and catalogitemnews.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

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
36
Screenshot of News Center at this stage…

37
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
Getting away
from Out of
Box –
Customize
Look & Feel
Major areas to consider
Apply New Look & Feel – Master Pages and Branding
Design Master Pages using Design Manager or Traditional SharePoint 2013 Way
To 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

44
What are Catalog Category and Catalog Item Pages?
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

45
Create Custom Page Layouts for Catalog Pages
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.
46
Apply Custom Catalog Pages to Site Navigation Term Set
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)

47
Customize Content By Search Web Parts on Catalog Pages
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

48
Add Content By Search Web Part to Catalog Category Page
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/corpcomp
OR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c054433-4409-87ff-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

49
Add Content By Search Web Part to Catalog Item Page
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/corpcomp
OR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c054433-4409-87ff-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

50
Screenshot of News Center at this stage…

Thanks to Microsoft Office Demo VMs – Master Page Source for this demo
51
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
Building the
Home Page –
News
Carousel
Configuring Home Page News Rotator Web Part

54
Configuring Home Page News Rotator Web Part
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

55
Customize the
Search Center
– Searching
News Articles
Customize the Search Center

58
Customize the Search Center
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

59
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
Real World Scenarios - Sky is Not Enough
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

61
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/enus/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-sharepoint2013.aspx

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

62
Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform
© 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.

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Designing Corporate News Application Using SharePoint 2013 Web Content Management Platform

  • 2. 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 2
  • 5. 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 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 5
  • 7. ECM, WCM, and Search Features in SharePoint 2007 and SharePoint 2010
  • 8. Cross-Site Publishing ECM, WCM, Search Features Introduced in SharePoint 2013
  • 9. ECM, WCM, Search features in used in Corporate News Application
  • 10. Let’s Learn the Basics: Cross-Site Publishing Overview 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. 2. 3. 4. 5. Content in Authoring Site Collection Publish Articles Library as Catalog Crawl Content Connect to Articles Library Catalog Query Search Results web parts 10
  • 11. SharePoint 2010 Author-In-Place Publishing HR Search Engine Corporate News Center • Master Pages – Look & Feel • Core Search Results Web Part • Custom Web Parts – Search API Based • Full & Incremental Crawl • Crawled and Managed Properties • Search Scopes • Sales & Marketing Search API IT Corporate Communication • Page Layouts • Publishing Pages Library • Content Query Web Part • SharePoint Designer Managed Metadata Service, Enterprise Term Store, Search Service Application How it would have done - Corporate News Application in SharePoint 2010? 11
  • 12. SharePoint 2013 Cross-Site Publishing HR Corporate News Center • Master Pages – Look & Feel • Page Layouts • Topic Pages (Category and Item) Search Engine • Continuous Crawl • Full & Incremental Crawl • Sales & Marketing Crawled and Managed Properties IT • Content By Search Web Part • Display Templates • Result Sources • Managed Metadata Navigation • Query Rules • • Page Layouts Design Manager • • Publishing Pages Library Image Renditions • • Catalog Libraries Clean URLs • Image Renditions • SharePoint Designer Corporate Communication Managed Metadata Service, Enterprise Term Store, Search Service Application Putting it all together - Corporate News Application in SharePoint 2013 12
  • 15. Understand Software & Features Prerequisites Information Architecture – Site and Content Taxonomy Build the Foundational Architecture in Authoring Site Collections Prepare Publishing of News Articles – Catalog Libraries Publish Articles through Search Index Consume Catalog Libraries from News Center Getting away from Out of Box – Customize Look & Feel Building the Home Page – News Carousel Customize the Search Center – Searching News Articles Advanced Features – Recommenda tions & Taxonomy Refiners
  • 17. Understand the Pre-requisites Major Services Needs to be Activated Managed Metadata Service Application and Enterprise Content Type Hub Search Service Application 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 Office 365 (As of Oct 2013) Foundation On-Premises WCM Analytics No No No Yes WCM Catalog Yes No No Yes WCM Cross-Site Publishing Yes No No Yes 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 Key SP2013 WCM Features WCM Faceted Navigation Standard On-Premises Enterprise On-Premises 17
  • 19. Plan & Design Information Architecture 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 19
  • 20. Sample Site Taxonomy Artifact 20
  • 21. Sample Content Type Taxonomy Artifact 21
  • 23. Build Site Taxonomy Niks Sports News Application – Articles Aggregation & Rollup from Different Divisions Decentralized Corporate News Center Claims Based Web Application 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 23
  • 24. Build Content Taxonomy - Term sets You must have at least 1 Term Set for News Categories 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 24
  • 25. Build Content Taxonomy – Site Columns and Content Types 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) Corporate Communication Article Page Company Article Company Event Leadership Message 25
  • 26. Prepare News Article Libraries in Authoring Site Collections 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 26
  • 27. Prepare Asset Libraries and Image Renditions 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 - Niks News 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 27
  • 30. What are Catalog Libraries? 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, documentsimages-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 30
  • 31. Enable Article Pages library as Catalog 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 31
  • 33. Manage Search Crawl & Schema 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 33
  • 35. Connect News Center Site to News Catalogs 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 35
  • 36. Connect News Center Site to News Catalogs At the end of successful connection of catalogs You will have managed metadata navigation on site Two Page layouts - default catalog category and catalog item page in master pages and page layouts gallery (e.g. category-news.aspx and catalogitemnews.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 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 36
  • 37. Screenshot of News Center at this stage… 37
  • 39. Getting away from Out of Box – Customize Look & Feel
  • 40. Major areas to consider Apply New Look & Feel – Master Pages and Branding Design Master Pages using Design Manager or Traditional SharePoint 2013 Way To 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 44
  • 41. What are Catalog Category and Catalog Item Pages? 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 45
  • 42. Create Custom Page Layouts for Catalog Pages 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. 46
  • 43. Apply Custom Catalog Pages to Site Navigation Term Set 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) 47
  • 44. Customize Content By Search Web Parts on Catalog Pages 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 48
  • 45. Add Content By Search Web Part to Catalog Category Page 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/corpcomp OR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c054433-4409-87ff-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 49
  • 46. Add Content By Search Web Part to Catalog Item Page 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/corpcomp OR SPSiteUrl:http://intranet.niks.local/sites/hr)(ListId:bd661bf4-8af7-4e80-80a8-547f875f4a2c OR ListId:c1ed5c054433-4409-87ff-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 50
  • 47. Screenshot of News Center at this stage… Thanks to Microsoft Office Demo VMs – Master Page Source for this demo 51
  • 49. Building the Home Page – News Carousel
  • 50. Configuring Home Page News Rotator Web Part 54
  • 51. Configuring Home Page News Rotator Web Part 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 55
  • 52. Customize the Search Center – Searching News Articles
  • 53. Customize the Search Center 58
  • 54. Customize the Search Center 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 59
  • 56. Real World Scenarios - Sky is Not Enough 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 61
  • 57. 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/enus/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-sharepoint2013.aspx Community Resources SharePoint MVP Waldek Mastykarz’s Blog - http://blog.mastykarz.nl/ 62
  • 59. © 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.