Search Driven Design in SharePoint 2013

Sunday, February 08, 2015

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Search has seen huge improvements in stability and ease of use in SharePoint 2013.  Along with the new Search-based content webparts, it's a complete game changer for content authoring and presentation.

This article is more of an elevator pitch, than an in-depth examination of search driven architecture.  If you've been building search based solutions since SP13 CTP came out, this isn't for you.  I, however, was until very recently a firm believer in the Old Ways.

The idea is simple.  Data is stored in lists and libraries.  We need to retrieve that data and render it.  Before, I'd get the data directly from said lists using the List APIs, be it through server-side, REST, or JSOM.  Now, we can get it from the Search index.  This simple change has vast implications.

Flexibility

Since we're getting our data from the Search index, the location of the actual content no longer matters.  It could be on the same site, on a different site, spread across multiple sites, or even a different farm.  If it's being crawled and indexed, we can serve it up.

This gives us vastly more freedom in terms of site architecture.  For instance, a common design is to create a separate "authoring" private site for content authors.  Then, index its content and present it on a public publishing site.

Extensibility

Search driven design also offers the maximum separation between data and presentation.  SharePoint 2013 comes with a new Content Search Web Part (CSWP), which renders dynamic search results in a way that allows us to completely customize the presentation.  I have yet to write a custom webpart from scratch since I started using this.

The CSWP has two primary moving parts: a search query and a display template.  The search query filter drives the data--what's being retrieved from the search index.

The display template drives the presentation--how to render that data.  All presentation logic is contained in the display template, which is uploaded to the site.  No server side code involved!

So, we can move the source content around without breaking the presentation.  Or conversely, completely change how our content is rendered, simply by switching display templates.

Performance

Search returns data faster than the List APIs.  I'm not stating this as scientific fact.  I haven't done any measurements.  Obviously, it's possible to make the opposite true by putting your search index on a laptop.  But, this is my general observation, having worked with many portals in many different environments.  And it makes sense, as search is designed and optimized to serve up content as quickly as possible.

The Other Shoe

Having said all that, it's not all rainbows and unicorns.  There's a delay between when source content is updated, and when it gets indexed and reflected in the presentation.  Search would not be a good fit for time-critical scenarios.

Essentially, we're adding a layer between the data and presentation.  All sorts of things could go wrong in between.  Maybe a search Managed Property gets mis-configured.  Maybe someone fat-fingers the crawl schedules.  There's that teeeeny, tiny niggle of worry that maybe your users aren't seeing what you'd think.

Secondly, not everything in SharePoint can be indexed.  Specifically, webparts.  Search would be a bad idea if a lot of your source content lives in Content Editor or Summary Links webparts.  This should never be the case if you build a search driven solution to begin with.  Alas, users are capricious creatures.

All in all, I find the benefits far outweigh the risks in most scenarios.  Try it!


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