M365 Virtual Marathon - Using The Power Of Search For Content Visualisation
- 1. MICROSOFT 365 Virtual MARATHON May 27 & 28, 2020 36 hours / 2 days MICROSOFT 365 VIRTUAL MARATHON USING THE POWER OF SEARCH FOR CONTENT VISUALISATION CORINNA LINS MODERN WORKPLACE FAIRY @corinna_lins Broughtto youby: TheGlobalMicrosoft Community& M365Conf.com | #M365CONF #M365VM M365VirtualMarathon.com
- 2. MICROSOFT 365 Virtual MARATHON May 27 & 28, 2020 36 hours / 2 days Mark Your Calendars: March 23-25, 2021, MGM Grand Resort Las Vegas, Nevada, USA M365Conf.com #M365CONF The SharePoint Conference is now The Microsoft 365 Collaboration Conference #M365VM M365VirtualMarathon.com Brought to you by: The Global Microsoft Community & M365Conf.com | #M365CONF
- 3. THANK YOU TO ALL OUR GENEROUS SPONSORS
- 4. About Me „Always go with the choice that scares you the most, because that‘s the one that is going to help you grow.“ Caroline Myss Modern workplace design + 8 years of consulting experience (Co-)organizer for • MS Collab Meetup MUC • Adoption forum and • SPSMUC Working @ msg services ag (Germany)
- 5. TODAY’STOPICS 1. Now and Then: Search Result Visualization Options in classic and modern SharePoint Sites 2. Out-of-the-box Options for Search Result Visualization in modern SharePoint Sites 3. PnP Modern Search Solution
- 7. Searching for content…. ▪ We use search engines (Bing, Google) to find the content we need ▪ Expectation: Equivalent search functionality in SharePoint and Office 365 ▪ Why SharePoint? All our documents and files are stored here 7
- 8. Important Terms Search Schema controls what users can search for, how users can search it, and how you can present the results on your search websites Managed Properties are created with the definition of new site columns; they determine how users can search for the content of that managed property, and how the content can be shown in the search results. Result Types create and use result types to customize how results are displayed for particular types of documents or contents Search Query The search query defines the query for your results; KQL is the default query language for building search queries
- 9. The Search Experience in SharePoint classic vs. modern • Available in SharePoint on-prem and SharePoint Online • Customizable search results page • Standard search web parts available • Only as good as configured • Visualization made with display templates • Available in SharePoint Server 2019 and SharePoint Online • Results page not customizable yet • Solution available on GitHub • Powerful and personalized search capabilities (Insights from MS Graph) – Microsoft Search • Visualization can be customized only in the GitHub solution with the Handlebar templating system SharePoint Classic SharePoint Modern
- 10. Visualization of Search Results - Classic vs. Modern • A HTML file is converted automatically to JavaScript • JavaScript dev skills are needed • GitHub solution (free) • Templating system (similar to display templates) with handlebar • Available web parts: Search Results, Search Bar, Search Refiners etc. Classic: with display templates Modern: with SPFx modern search web parts https://microsoft-search.github.io/pnp- modern-search/
- 11. Visualization of Search Results with Display Templates (Classic) • The item is responsible for the layout and design of a single result item • Managed properties are added to the file (the columns that have to be shown) • The HTML file is converted by SharePoint to a JS file -> complicated and illogical • One display template per result type
- 13. Searching in SharePoint Online • Default setting for searching in a site: modern search results page =Microsoft 365 Search • The modern search result page is not (yet) customizable
- 14. Searching in SharePoint Online • Different ways of searching content (site, library, all SharePoint sites, Office 365 Etc.) • You can set your own default search result page per site collection
- 15. Visualize Searched Data in modern SharePoint sites ▪ Goal: Visualizing data in a nice way to achieve a better user experience and adoption is essential ▪ In addition to the M365 search page (is not customizable yet) you also have other options
- 16. Visualization Options Microsoft 365 search page Ccustomization of search results page soon available Out of the box web parts different web parts: Highlighted content, news web part PnP modern search solution free solution; easy to install; supported by Microsoft Custom solutions Use the Graph API
- 17. Microsoft 365 Search Page • The design of this search page will be soon customizable • The search results are personalized (by using Microsoft Graph) • The results are context-based (depending where you are starting the search – E.g. SharePoint site or Office 365 home or even Bing)
- 18. Out of the Box Web Parts News WebPart Filter news sources (Hub, Selected Sites or recommended News) Highlighted Content Poor layouts; use filters or KQL Recent Documents and Sites Recent used documents or sites
- 20. Imagine…. ✓ You have prepared your organization for change ✓ You have adopted Office 365 ✓ You offered info events and trainings ✓ You provided a lot of resources for your users (pages, handouts, guidelines, videos, FAQs, trainings) for all new Office 365 tools ✓ You have done everything right! BUT There is so much information and data AND You need a pretty way to find data
- 21. PnP Modern Search Solution ○ Comparable with the good old Content Search Web Part ○ Live templating system with Handlebar ○ Includes 4 web parts: • Search Box • Search Results • Search Refiners and • Search Verticals Documentation: https://microsoft-search.github.io/pnp-modern-search/
- 22. Get Ready with the PnP Modern Search Solution • Install it (for SharePoint admins). The App needs to be installed in the SharePoint app catalog • Define Templates (for developers). Your developer can define render tempates for your power users • Extend it (for developers). The solution allows you to develop you own web components inside the Handlebars templates using a dedicated extensibility module. • Write your own template (for power users). You can define you own template for data visualization. HTML and CSS skills needed. • Configure web parts (for power users). Configure and connect web parts
- 23. The PnP Modern Search Solution in Action
- 24. ▪ You can still use the classic search in modern SharePoint sites ▪ Modern SharePoint Search is also available in SharePoint Server 2019 ▪ Modern Sites: OOB web parts are not so powerful ▪ The PnP Modern Search solution is comparable with the good old Content Search Web Part – it doesn’t replace the Microsoft 365 Search ▪ The design and layout of the Microsoft 365 Search cannot be customized yet RECAP
- 25. Ressources PnP modern search solution https://microsoft-search.github.io/pnp-modern-search/search-parts/templating/ Creating custom search results pages in SharePoint Online https://techcommunity.microsoft.com/t5/microsoft-search-blog/creating-custom-search-results-pages-in-sharepoint-online/ba-p/1141515 Overview of Microsoft Search https://docs.microsoft.com/de-de/microsoftsearch/overview-microsoft-search What's new and next for Microsoft Search customization and development https://myignite.techcommunity.microsoft.com/sessions/85238?source=sessions
- 27. ▪ Visit the Vendors Booth, Sessions and Watch the Videos ▪ Submit Your Answers to Enter the Raffle ▪ You need at least 5 correct answers then submit for a chance to win one of 3 (One in each Americas, APAC, EMEA) ARE YOU READY FOR A RAFFLE? WE ARE GIVING AWAY 3 OCULUS QUEST ALL IN ONE! https://bit.ly/m365raffle
- 28. CONSIDERDONATINGTOTHEFOLLOWINGCHARITYRELIEFFUNDS: UNITEDWAY: HTTPS://GIVE.UWKC.ORG/M365VM INTERNATIONALMEDICALCORPS: HTTPS://BIT.LY/MEDICALCORPSFUND 10% OF FUNDS FROM SPONSORS GO TO SUPPORT COMMUNITY RELIEF. FOR MORE INFORMATION WRITE TO INFO@M365VIRTUALMARATHON.COM
- 29. MICROSOFT 365 Virtual MARATHON May 27 & 28, 2020 36 hours / 2 days THANK YOU FOR JOINING US! DO YOU HAVE ANY QUESTIONS? Speaker feedback https://bit.ly/M365VMSpeakerFeedback Event feedback https://bit.ly/M365VMFeedback