Product Catalog and IT Service Management
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Transcript of Product Catalog and IT Service Management
Product Catalog
& IT Service
Management$
presents
Join the conversation
at #spfestchi
#spfestchi
About Us
Peter HurthSharePoint Content Management [email protected] Twitter: @ConcurrencyPete http://concurrency.com/blog/author/phurth
Matt EngibousSolution Lead, SharePoint [email protected] Twitter: @MattEngibous http://concurrency.com/blog/author/mengibous
Drew MadelungSharePoint ECM [email protected] 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?
$
