Product Catalog

& IT Service

Management$

presents

Join the conversation

at #spfestchi

#spfestchi

About Us

Peter HurthSharePoint Content Management Architectphurth@concurrency.com Twitter: @ConcurrencyPete http://concurrency.com/blog/author/phurth

Matt EngibousSolution Lead, SharePoint Architectmengibous@concurrency.com Twitter: @MattEngibous http://concurrency.com/blog/author/mengibous

Drew MadelungSharePoint ECM Consultantdmadelung@concurrency.com Twitter: @DMadelung http://concurrency.com/blog/author/dmadelung

Microsoft Managed Gold Certified

Systems Integrator• Founded in 1989

• Offering a full range of professional services focused on Microsoft Infrastructure as well as Office 365, SharePoint and Dynamics CRM productivity platforms.

• Hundreds of clients Nationwide

Recent Awards:• 2014 Microsoft Partner of the Year

Management and Virtualization Finalist

• 2012 Microsoft Content Management Partner of the Year

• 2012 Microsoft Central Region Partner of the year

• 2011 Microsoft Midwest Partner of the year

Twitter @ConcurrencyInc

Agenda

1. Why IT Service Management?

3. Configuring a Product Catalog

2. Product Catalog Demystified

Demo

5. Office 365

vs

On-Premises

4. Limits and Uses

Demo

Why IT Service Management?

IT Service Management Portal

Hierarchical collection of services

Dynamic changes of IT services

Delivery of consumable services

Service specific knowledge content

Grow efficiently

SharePoint Online can…

Product Catalog Demystified

Can be used to display any dynamic content

Separation of content authoring from

consumption

Wait! What? Wait! What?

Grow efficiently

Cross-site

publishingSearch driven sites Authoring content

Term sets

Catalog

configuration

Crawled & Managed

propertiesSearch web parts

Product Catalog Demystified

What is the Product Catalog?

Display templates Product Catalog

Grow efficiently

What is the Product Catalog?Product Catalog Demystified

Authoring Site(s)

Catalog(s)

Term Store

Search

Publishing Site

#spfestchi

Why Product

Catalog Rocks!New SharePoint 2013 Search

FAST search engine

Continuous crawl (On-Prem handle with care)

Result sources

Display templates

Analytics

Query rules

Business anywhere

SharePoint 2013

Search Architecture

HTTPFile sharesSharePointUser profilesLotus Notes Exchange foldersCustom - BCS

Public API

Unit of scale/role boundary

Crawl

Analytics Reporting

SharePointSP AppsDevices

Admin

Business anywhere

Why Product

Catalog Rocks!Scale and Manageability

With 2 pages you can…• Category & Item

Breaking down site collection boundaries• Anonymous Access – gives users access to Search Index

without access to authoring site

#spfestchi

Configuring a

Product Catalog

On SharePoint Online!

Create site collection(s) for authoring and publishing based on

your scenario

1.

Activate SharePoint Server Publishing and Cross-Site Publishing

site collection & site features

2.

PLAN logical & security architecture

3.

Create term set hierarchy and ensure it is marked as available

for tagging content4.

Create site content types on the authoring site that contain the

necessary metadata and utilize the new term set5.

First things first

Connect with customers

Configuring a Product Catalog

This Product list is just like

the on-premises Product

Catalog Site Collection

Create content sources (library/list) on the authoring site, add

content type and upload data6.

Enable the content source as a catalog via List Settings -> Catalog Settings7.

Set the Catalog Item URL Fields and the Navigation Hierachy8.

Enabling Anonymous Access

is also configured on the

Catalog Settings Page

Connect with customers

Configuring a Product Catalog

Connect your publishing site to the catalog and configure catalog

settings9.

Refiners can also be used to

assist with navigation

Connect with customers

Configuring a Product Catalog

You can use separate pages

as category and item pages

and assign them in term

store management.

Customize the new Catalog Item and Catalog Category pages10.

Use Content Search web parts with custom display templates

Category Page Search Query

Item Page Search Query

Display Templates

2 Types of display templates primarily used• Control & Item• Mainly use Javascript and HTML

No display template out of the box will work

• Custom display templates must be built to provide a good user

experience

• Use the built in HTML display templates as starting points

Stored in the Master Page Gallery of the site collection

• Map a drive for easy access to HTML file

• You can test with unpublished display templates but ENSURE

they are published prior to go-live

.

Demo

Know your limits Managed metadata term store

7 max level of nested terms

30k max number of terms per term set

1 million items per term store

2k max items in managed navigation

Takes some work

Timer jobs – 15 min (sync)

Variations (language)

Safeguard your business

Prego…it's in there

Office 365 vs SharePoint On-Premises

Office 365

On-premises only

Query rules, display templates, rank models, managed navigation,

search schema, analytics, CSOM, query builder and result sources.

• Product catalog site collection template

• User segmentation to drive adaptive interfaces

• Faceted navigation – supports taxonomy refiners

• Anonymous access for cross site publishing not supported

• E3 and E4 plans only - Cross site publishing

• Content Search and Content Item Reuse web parts

• Category and Item page layouts

• Unable to modify Search content sources

Product Catalog Uses

Enabling anonymous as content

Policy & Procedure repository

Products……

Benefits trackingDigital Asset

Management

Transform Fortune 100 IT Organizations Using IT Service Management with Microsoft System

Center 2012 R2 and Office 365

http://bit.ly/1gcYFRJ

Questions?

$