Content Recommendation with SharePoint Search

Content Recommendation with SharePoint Search
André Vala
SHAREPOINT SOLUTIONS ARCHITECT

André Vala
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ABOUT ME
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andre.vala@create.pt
@atomicvee
http://blogit.create.pt/andrevala
http://www.linkedin.com/in/andrevala
 SharePoint Solutions Architect
JOB TITLE
Office365 PT
SPUG PT

Agenda
• Content Recommendation
• How does it work?
• Reporting
• Customization
• Anonymous Users
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Content Recommendation
What?
• Providing relevant contextual content to users
• “People who viewed this also viewed that”
• “These are the most popular items”
Why?
• Enhanced user experience
• Improved conversion (on e-commerce sites)
How?
SharePoint 2013 includes two out-of-the-box webparts
• Recommended Items web part
• Popular Items web part
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Recommended Items Web Part
• Out-of-the-box Web Part
• Similar to a Content Search Web Part
• Shows list of recommended items
related to the current content (“users
who viewed this item also viewed
these items”)
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CONTENT RECOMMENDATION

Popular Items Web Part
• Out-of-the-box Web Part
• Similar to a Content Search Web Part
• Shows most viewed items
• Can be filtered (by category, for example)
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DEMO
Content Recommendation
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Demo Summary
• Recommended Items Web Part
• Popular Items Web Part
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Architecture
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HOW DOES IT WORK?
Page with
web parts
Usage
Reports
Search
Index
Analytics
Processing
Component
Event
Store
External
Events
Analytics
Reporting DB
User
Admin
1
2
3
4
5
6
7
8
1 Usage events are recorded by the webparts
and saved in the event store
Usage events from the event store or from
external events are periodically processed
by the Analytics Processing Component
2
3
Recommendation and popularity data
about each item is added to the search
index
4
Processed usage events are also stored in
the Analytics Reporting database
5
Recommendation and popularity data is
used in the respective webparts and also to
influence relevance in search queries
6
Popularity data from the search index and
analytics reporting database is used in
usage reports
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8

Usage Events
• Default usage event types
• View
• Recommendation displayed
• Recommendation clicked
• Recorded by the web parts and saved to the Event Store
• You can create up to 12 custom usage event types
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HOW DOES IT WORK?

Event Store
Folder in the file system that stores usage event log files
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HOW DOES IT WORK?
1_2015110618_AV-SP-VM01.log
Event
Type ID
Year Month Day Hour
Server

Usage Event Log
1 http://dev.crt.pt/lists/games/dispform.aspx?id=19 368FF3A1C93F4A0E93FCA31050E074E72EFD0E372E1D7A0226BE9A9154AC51B8 11/6/2015 10:10:37 PM 00000000-0000-0000-0000-000000000000 debd4ab4-1f06-48bb-aa62-86d4f227799e 23455e00-024d-47f0-8566-0b0817445c4f 1
1 http://dev.crt.pt/action 368FF3A1C93F4A0E93FCA31050E074E72EFD0E372E1D7A0226BE9A9154AC51B8 11/6/2015 10:10:43 PM 00000000-0000-0000-0000-000000000000 debd4ab4-1f06-48bb-aa62-86d4f227799e 23455e00-024d-47f0-8566-0b0817445c4f 1
1 http://dev.crt.pt/adventure CAEE05C7DB68BD3E356026EEF05D4AC9C0618D8B698DC315A95BC085D31CF5F1 11/6/2015 10:11:08 PM 00000000-0000-0000-0000-000000000000 debd4ab4-1f06-48bb-aa62-86d4f227799e 23455e00-024d-47f0-8566-0b0817445c4f 1
1 http://dev.crt.pt/lists/games/dispform.aspx?id=29 CAEE05C7DB68BD3E356026EEF05D4AC9C0618D8B698DC315A95BC085D31CF5F1 11/6/2015 10:11:12 PM 00000000-0000-0000-0000-000000000000 debd4ab4-1f06-48bb-aa62-86d4f227799e 23455e00-024d-47f0-8566-0b0817445c4f 1
1 http://dev.crt.pt/role-playing CAEE05C7DB68BD3E356026EEF05D4AC9C0618D8B698DC315A95BC085D31CF5F1 11/6/2015 10:11:23 PM 00000000-0000-0000-0000-000000000000 debd4ab4-1f06-48bb-aa62-86d4f227799e 23455e00-024d-47f0-8566-0b0817445c4f 1
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HOW DOES IT WORK?
Event Type ID
1 http://dev.crt.pt/lists/games/dispform.aspx?id=19
Item URL

Usage Event Log
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HOW DOES IT WORK?
Obfuscated User ID
CAEE05C7DB68BD3E356026EEF05D4AC9C0618D8B698DC315A95BC085D31CF5F1 11/6/2015 10:11:33 PM
Event Date and Time

Usage Event Log
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HOW DOES IT WORK?
Subscription ID
00000000-0000-0000-0000-000000000000 debd4ab4-1f06-48bb-aa62-86d4f227799e 23455e00-024d-47f0-8566-0b0817445c4f
Site Collection ID Scope ID

Usage Analytics Processing
• Usage Analytics processing runs once every 24 hours
• How to manually jump start it
1. Start Search Analytics
2. Push usage events to the Event Store
3. Prepare usage event files
4. Start Usage Analytics
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HOW DOES IT WORK?

Start Search Analytics
Start the Search Analytics timer job
$a = Get-SPTimerJob -Type Microsoft.Office.Server.Search.Analytics.AnalyticsJobDefinition
$sa = $a.GetAnalysis("Microsoft.Office.Server.Search.Analytics.SearchAnalyticsJob")
$sa.StartAnalysis()
Check if the Search Analytics timer job is done
$sa.GetAnalysisInfo()
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HOW DOES IT WORK? > ANALYTICS PROCESSING

Push events to the Event Store
Events are pushed every 10 minutes through a Timer Job
$tj = Get-SPTimerJob -Identity ("job-usage-log-file-import")
$tj.RunNow()
Check the event store
C:Program FilesMicrosoft Office Servers15.0DataOffice ServerAnalytics_<GUID>EventStore
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Prepare usage event files
• Usage Analytics processes usage events from the previous day
• Workaround to process current day
• Copy usage log files to a custom folder
• Make sure the folder is read-only
• Run the job specifying the folder path
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Start Usage Analytics
Run the following PowerShell script
$tj = get-sptimerjob -type microsoft.office.server.search.analytics.usageanalyticsjobdefinition
$tj.DisableTimerJobSchedule()
$tj.StartAnalysis("<hostname>Analytics_<guid>EventStoremyevents")
$tj.EnableTimerJobSchedule()
Check if the usage analytics job is done
$tj.GetAnalysisInfo()
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Recommended Items Web Part
• Shows items whose recommendedfor property includes a token from the
current URL
• Display Template records usage events:
• Recommendation Displayed
• Recommendation Clicked
• To generate recommendations, associated items must have been clicked
by three or more different users
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HOW DOES IT WORK?

Popular Items Web Part
• Shows items sorted by the ViewsRecent managed property (number of
views of the item in the last 14 days)
• Uses owstaxIdMetadataAllTagsInfo managed property for automatic
filtering
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HOW DOES IT WORK?

Demo Summary
• How events are recorded to the event store
• Manually starting usage analytics processing
• Configuring Recommended Items Webpart
• Configuring Popular Items Webpart
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HOW DOES IT WORK?

Popular Items Report
• Shows usage event statistics for all items in a list/library
• Can be sorted by recent (last 14 days) or ever
• Accessible from the list/library ribbon (Most Popular Items button)
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Popularity Trends Report
• Excel report
• Shows usage event statistics for a:
• Site collection (from site collection administration settings)
• Web site (from site administration settings)
• List/library item (from list/library files ribbon)
• Daily count for the last 14 days
• Monthly count for the last 3 years
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Using PowerShell
Get Usage Report
https://msdn.microsoft.com/EN-US/library/microsoft.office.server.search.administration.searchserviceapplication.getrollupanalyticsitemdata.aspx
Retrieves usage data (hits and users) for a site collection or a specific web site, for a single day or a whole month.
$searchApp.GetRollupAnalyticsItemData
Get Search Report
https://msdn.microsoft.com/EN-US/library/microsoft.office.server.search.administration.searchserviceapplication.getsearchreport.aspx
Retrieves the search report (top queries) for one or all site collection, for a single day or a whole month.
$searchApp.GetSearchReport
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Demo Summary
• Popular Items Report
• Popularity Trends Report
• How to retrieve reporting data using PowerShell
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REPORTS

Custom Event Types
Get the site collection
$Site = Get-SPSite "http://localhost"
Create a custom usage event type
$SSP = Get-SPEnterpriseSearchServiceApplicationProxy
$EventGuid = [Guid]::NewGuid()
$EventName = "MyEventType"
$tenantConfig = $SSP.GetAnalyticsTenantConfiguration([Guid]::Empty)
$newEventType = $tenantConfig.RegisterEventType($EventGuid, $EventName, "")
$tenantConfig.Update($SSP)
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Record a Usage Event
window.LogMyEventTypeToEventStore = function(url) {
ExecuteOrDelayUntilScriptLoaded(function() {
var spClientContext = SP.ClientContext.get_current();
SP.Analytics.AnalyticsUsageEntry.logAnalyticsEvent(
spClientContext,
256,
url);
spClientContext.executeQueryAsync(
null,
Function.createDelegate(this, function(sender, e){
alert("Failed to log event for item: " + document.URL + " due to: " + e.get_message())
})
);
},
"SP.js");
}
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Event Recommendation Weight
$event = $tenantConfig.EventTypeDefinitions | where-object {
$_.EventTypeId -eq 256
}
$event.RecommendationWeight = 2
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Recent Popularity Time Frame
$event = $tenantConfig.EventTypeDefinitions | where-object {
$_.EventTypeId -eq 256
}
$event.RecentPopularityTimeFrame = 7
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Demo Summary
• Create custom usage event type
• Recording custom usage event
• Changing event recommendation weight
• Changing the recent popularity time frame
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CUSTOMIZATION

Recommendations for Anonymous Users
• Requires usage cookies
• Cookies that identify a user session using a GUID
• Lifetime of 14 days
• By default usage cookies are disabled for SharePoint web applications
• By default, only the View event type can be recorded for anonymous users
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Allow Event Recording for Anonymous Users
Get Search Service Application
Get a usage event type
$event = $tenantConfig.EventTypeDefinitions | where-object { $_.EventTypeId -eq <EventTypeId> }
Enable the recording of a usage event for anonymous users
$event.Options = [Microsoft.Office.Server.Search.Analytics.EventOptions]::AllowAnonymousWrite
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Demo Summary
• Enabling the usage cookies in a web application
• Enabling anonymous recording of events other than “view”
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ANONYMOUS USERS

Key Takeaways
• SharePoint records and analyzes usage data to calculate
• Item popularity (view count)
• Item recommendations (item relationships)
• SharePoint includes two out-of-the-box web parts
• Recommendation features are based on Search
• Recommendation features are customizable
• Create custom usage event types
• Change recommendation weight
• Change recent popularity time frame
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References
How to display recommendations and popular items in SharePoint Server 2013
https://technet.microsoft.com/en-us/library/dn794244.aspx
Overview of analytics processing in SharePoint Server 2013
https://technet.microsoft.com/en-us/library/jj219554
Configure recommendations and usage event types in SharePoint Server 2013
https://technet.microsoft.com/en-us/library/jj715889.aspx#BKMK_CreateCustomUsageEventType
View usage reports in SharePoint Server 2013
https://technet.microsoft.com/en-us/library/jj715890.aspx
Bella Engen’s blog
http://blogs.technet.com/b/tothesharepoint
Waldek Mastykarz’s blog
http://blog.mastykarz.nl
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Thank You
Obrigado
Tack
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http://blogit.create.pt/andrevala
andre.vala@create.pt
@atomicvee
http://www.linkedin.com/in/andrevala

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