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Mastering SharePoint 2013 Content Roll-Ups

arthur-kennedy avatar
arthur-kennedy
19 diapositives · 295 Views · Nov 15, 2014

Learn about SharePoint data containers, common roll-up requests, out-of-box and custom roll-up options, and how to use Content Query and Content Search web parts for effective roll-ups. Explore typical roll-up solutions and customization options.

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  1. SharePoint 2013 Content Rollups Bill Wilson Senior Solution Architect

  2. Information Worker Track Sponsor http://www.gnetgroup.com/

  3. Agenda • SharePoint Data Containers & Challenges • Common Roll-Up Requests • Out-of-Box Roll-Up Web Parts • Roll-Up Options • Demo Content Search Web Part Roll-Up • Demo Custom SharePoint Web Part Roll-Up

  4. Data Containers & Challenges • Web applications • Content Databases • Site Collections • Sites • Lists

  5. Commonly Requested Roll-Ups • Announcements • Tasks • Calendars • Project dashboards • Custom lists • Content types

  6. SharePoint 2013 OOB Roll-Ups • Socially-focused • Following • Tagging • My Tasks • Web parts • Data View web part • Content Query web part • Content Search web part *NEW*

  7. Typical Custom Solutions • Data view web part • Custom query and layout • XLST • Content query web part • Custom query and layout • XSLT • Content search web part • Display templates *NEW* • 3rd party • Custom code • Web part • SharePoint app part *NEW*

  8. Content Query Web Part • Out-of-box web part since 2007 • Displays aggregate list content data from multiple lists • Results are display upon CAML filter • Accuracy of data is instant • Scope is limited to a single site collection • Typical use: • Export web part • Customize • Import web part

  9. Content Query Web Part • Customization options • Display properties • CAML syntax • View fields, query, column names • Layout design and branding • Determine data and layout transformations • Modify existing XSL files • Override XSL with custom files

  10. Content Search Web Part • Out-of-box web part introduced in 2013 • Based up search analytics • Result source based on the search index • Accuracy based upon frequency of crawl • Scope is only limited only by the scope of the crawl • Highly configurable query and display settings • Option to create custom query using wizard • Can display roll-ups from outside the farm

  11. Content Search Web Part • Change Query Tabs • Basics • Construct basic or advanced query • Refiners • Define refiners to be used with the query • Serve as additional filters • Settings • Provides some options to manage query performance • Test • Perform complete query test • Properties • Number of items to show • Paging • Display templates • Property mappings

  12. Content Query and Content Search Web Parts Demo

  13. Custom SharePoint App Part • New development model introduced in 2013 • SharePoint-hosts • Provider-hosted • Auto-hosted • Leverages newly extended client side APIs • JavaScript JSOM • REST • Can leverage search-based or list-based approaches • Offers large variety of options • Can query multiple sources at once; aggregate results

  14. Custom Web Part • Server side code • Full access to all code options • Can leverage search-based or list-based approaches • Offers large variety of options • Can query multiple sources at once; aggregate results

  15. Custom Code Options • Search-based • Keyword Query Language (KQL) • FAST Query Language (FQL) • Relies on search index, efficient and fast • Paging is supported • Cannot query for empty fields

  16. Custom Code Options • List-based • SPQuery • Query speicific list or join two lists • SPSiteDataQuery • Cross-site query within site collection or web • CrossListQueryInfo • Similar to SPSiteDataQuery • Requires Microsoft.SharePoint.Publishing reference • Query one or more lists with caching option • Rely on CAML syntax (Collaborative Application Markup Language) • Paging is supported • Supports querying Null values

  17. Web Part Demo

  18. Summary • Roll-Ups are a commonly asked need • Several out of box web parts available • SharePoint content search web part • Query wizard • Result sources • Display templates • Custom code • Roll your own solution • Web part vs SharePoint app part

  19. Questions? Bill Wilson Senior Solution Architect