http:// meeting # 75 meeting # 75 welcome to the minnesota sharepoint user group february 9 th,...

http://www.sharepointmn.com Meeting # 75http://www.sharepointmn.com Meeting # 75

Welcome to the Minnesota SharePoint

User Group

February 9th, 2011

SharePoint Search / FAST

Brian Caauwe, Raymond Mitchell


Agenda

• Introductions• Search Overview• Basics• Break• Scenarios• Q & A

http://www.sharepointmn.com


User Group Goal / Objectives

Develop and support a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies• Transfer knowledge within the community• Communicate best practices• Introduce new products / solutions


Introductions – MNSPUG Sponsors

Avtex (www.avtex.com) • Technology consulting company• Practice area focused on SharePoint

Benchmark Learning (www.benchmarklearning.com)• Training on many technologies

Microsoft (www.microsoft.com)

Wrox Press (www.wrox.com)


http://www.avtex.com/

http://www.newhorizonsmn.com/

http://www.microsoft.com/

http://www.wrox.com/


www.sharepointmn.com

• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations

• [email protected]

New year = new site? We hope so!

www.sharepointmn.com


http://www.sharepointmn.com/

mailto:[email protected]



Social Networking• Linked In group – The most interactive… includes job postings…

– http://www.linkedin.com/groups?gid=1878792

• Facebook group– http://www.facebook.com/home.php?#/group.php?gid=27333305456

• Twitter: @MNSPUG and #MNSPUG


http://www.linkedin.com/groups?gid=1878792

http://www.linkedin.com/groups?gid=1878792

http://www.facebook.com/home.php?#/group.php?gid=27333305456

http://www.facebook.com/home.php?#/group.php?gid=27333305456


Upcoming Schedule

• Next Meeting • March 9th 9:00 AM to 11:30 AM

• Microsoft’s Bloomington Office

• Topic: SharePoint Workflow / Business Process Automation

Check www.sharepointmn.com for updates!

• Ongoing Schedule• 2nd Wednesday of every month

• 9:00 to 11:30 am

• Microsoft’s Bloomington Office



http://www.sharepointmn.com Meeting # 75

Local Events

SharePoint Saturday – April 9, 2011Normandale Community CollegeSchedule / Sessions coming VERY soon!http://www.sharepointsaturday.org/twincities

http://www.sharepointsaturday.org/twincities




Conferences

Best Practices Conference – Week of March 7th, 2011http://www.bestpracticesconference.com/La Jolla, CA

SharePoint Connections – March 27-30th, 2011http://www.devconnections.com/conf/default.aspx?s=162Orlando, FL

TechEd, North America – May 16-19th, 2011http://northamerica.msteched.com/Atlanta, GA

Next Microsoft SharePoint Conference … October 3-6, 2011http://www.mssharepointconference.comAnaheim, CA

http://www.bestpracticesconference.com/

http://www.devconnections.com/conf/default.aspx?s=162

http://www.devconnections.com/conf/default.aspx?s=162

http://northamerica.msteched.com/

http://northamerica.msteched.com/

http://www.mssharepointconference.com/


Books


Search Overview



Versions / Capabilities

• SharePoint Foundation 2010• Search Server Express 2010• SharePoint Server 2010

– Standard– Enterprise

• FAST Search Server 2010 for SharePoint– Requires SharePoint Server 2010 Enterprise


SharePoint Foundation 2010

• SharePoint Foundation Search Service– Allows searching at the site level

• No additional configurations available


Search Server Express 2010

• SharePoint Foundation Help Search Service• SharePoint Search Service• Search Service Application

– Not scalable• Basic Search Center• Core Search web parts


SharePoint Server

• Standard– SharePoint Foundation Help Search Service– SharePoint Search Service– Search Service Application– Basic & Enterprise Search Center– Core Search web parts– People Search

• Enterprise– FAST site templates


FAST Search Server for SharePoint

• Additional Install• All features and services from Server• Deep Refinements• Visual Best Bets• Contextual Search• Similar Results• Extreme Scalability


• Index and search SharePoint content• Index and search file share and external system content• People and profile searching

Search Overview


Crawl:• Index out of the box content sources (SharePoint content, file

shares, other web servers)• Use out of the box search results pages• Provide People Search

Search Overview


Walk:• Customize search results pages• Add more scopes, results pages, Best Bets• Add Federated search results

Search Overview


Run:• Build solutions based on SharePoint search• Index External Content using the BCS• Build more complicated search architectures to accommodate

remote data• FAST integration• Extend search beyond SharePoint

– Browser search provider, Windows Search, Custom applications

Search Overview


• Farm Administrator(s)• Search Administrator(s)• Site Collection Administrators

Administration Roles


Administration Concepts

Search Administration

• Content Sources• Crawl Rules• Search Scopes• Crawled vs. Managed

Properties

Farm Administration

• Service Applications• Server Roles• Service Accounts



Content Sources• SharePoint Sites• Web Sites• File Shares• Exchange Public Folders• BCS / External Data• Custom



Crawl Rules• Special inclusion and exclusion rules• Authentication

– Custom credentials– Client certificate

• Advanced options



Search Scopes• Defines a subset of information in the search index• Shared vs. Site Collection

• Limit results to common data elements or data related to a specific audience

• Can be configured to align with your site’s taxonomy



Crawled vs. Managed Properties• Crawled

– Metadata discovered during indexing

• Managed– Mapping one or more crawled properties into a single

friendly-named property– Can be configured to be used in scopes– Used to weigh search results– Can be used in refinements and in displays


Farm Administration

Service Applications• Separate, reusable component• Can have more than one per farm• Can consume from other farms• Maintains configuration information


Farm Administration

Server Roles• Query• Index

Services• Foundation (Foundation Help)• SharePoint Server Search


Farm Administration

Service Accounts• Search Service Accounts• Application Pool Account• Default Content Access Account

– Crawl Rules can specify different content access account credentials


Planning Search

• Architecture• Limits• Best Practices

– Don’t index EVERYTHING– Scheduling content crawls– Delegate configuration/maintenance/tuning

• iFilters (PDF, others)


Administration

• Search configured from Central Administration• Search configured at the Site Collection• Search configured from PowerShell (on the server)


Administration - CA


Administration – Site Collection


Administration - PowerShell

• Get-SPSearchServiceInstance• Get-SPEnterpriseSearchServiceInstance• Get-SPEnterpriseSearchServiceApplication• New-SPEnterpriseSearchCrawlTopology• Get-SPEnterpriseSearchMetadataCrawledProperty• New-SPEnterpriseSearchMetadataManagedProperty• Get-SPEnterpriseSearchQueryScope

• Get / Set / New / Remove-SPEnterpriseSearch…


Customization / Development Overview

• Custom Search Pages– Scopes– Refiners– External Data– Federated Search– Customized search results


Customization / Development Overview

• Custom Search Applications– using the object model– using web services


Basics



Search Syntax• Wildcard

– Matching support for keywords and properties• Bench* jobtitle:*Manager”*

• Boolean– Supports AND / OR for keywords and properties

• (“Search” OR “SharePoint Search”) AND (title:”keyword syntax” OR title:”query syntax”)

• Operators– Supports for property restrictions

• =, >, <, <=, >=• Can create range refinements

Search Experience


Search Experience

• Foundation Search– Built-in scopes “This Site”, “This List”– searchresults.aspx

• Server Search– Additional, configurable scopes– Default OSSSearchResults.aspx (Application Page)– Search Center

• Results.aspx (Web Part Page, Publishing Layout Page)


People Search

• Searches SharePoint’s Profile Database– Populated from Active Directory / External Data

• Architecture Dependencies• Property Search• Phonetic Search• Vanity Search


People Search

Architecture Dependencies

Managed Metadata Service Application

(Taxonomy)

AD, LDAP, other repository

Search Service Application

User Profile Service Application


People Search

Property Search• People Search Box

– Scope options– Additional query terms– Search Results Page– Managed Properties


People Search

Phonetic Search• Misspelling• Nicknames


People Search

Vanity Search• How often search has led to you• Matched keyword


Configuring Search

• Central Administration • Site Collection Settings


Configuring Search

Central Administration• Service Applications• Server Roles• Content Sources• Crawl Schedules• Crawl Rules• Search Scopes• File Types / iFilters• Metadata Properties

Site Collection Settings• Search Center Configuration• Scopes dropdown mode• Search results page• Scope management• Keywords / Best Bets


Break



Scenarios



Scenario: Core Search Web Parts

• Configurable Web Parts– Search Box– Search Summary– Refinement Panel– Search Statistics– Action Links– Best Bets– Paging– Core Results


Core Search – Web Parts• Search Box

– Scope options– Additional query terms– Advanced search page– Search results page

• Search Summary– “Did you mean”– “You searched for”



Core Search – Web Parts• Refinement Panel

– Configure Refiners• Managed Properties

– Automatic Refiners• Managed Metadata• Tags

• Search Statistics

• Action Links– Determine what links to display



Core Search – Web Parts• Best Bets

– Same web part, different configuration– XSLT for display– Show Keywords?– Show Best Bets?– Show High Confidence Matches– Best Bet Limit



Core Search – Web Parts• Paging

– Next / Previous text and images

• Core Results– Location / Scope– Results per page– Enable removal of duplicates– Enable stemming– Selected Columns– Configurable XSLT




Refinement Panel

Search BoxSearch Tabs

Search Core Results

Search Statistics

Search Action Links

SearchBest Bets

Federated Results



• Editions:FoundationSearch Server ExpressSharePoint Server StandardSharePoint Server Enterprise

• Additional version specific details– Office document preview with FAST


Recap: Core Search Web Parts

• Search Screens are made up of many web parts• Highly configurable• Can be used to create custom search applications


Scenario: Refinement Panel

• Configurable Web Part• Allows users to drill in to search results• Refiners

– Managed Property– Taxonomy– Ranking Model– Custom


Scenario: Refinement Panel


• Additional version specific details– Deep refinements with FAST


Recap: Refinement Panel

• Automatic refinements with Managed Metadata• Configurable refinements with Managed Properties• Value and Range Mappings are configurable• Hit count based on sample of results• Customizable display with XSLT

• Remember to uncheck “Use Default Configuration”


Scenario: Federated Search

• Include search results from other sources

• Returns XML with results that needs to be styled

• 2007 .FLD• 2010 .FLD, .OSDX


Scenario: Federated Search



Recap: Federated Search

• Bring in data from external sources• Possibly sending data outside your organization

• Federated Search Connector Gallery– http://

technet.microsoft.com/en-us/enterprisesearch/ff727944.aspx

http://technet.microsoft.com/en-us/enterprisesearch/ff727944.aspx




Scenario: Search Statistics

• Out of the box reports• Administrator reports for back end performance• Site collection reports for usage• Schedule Reports

• Ship with SharePoint Server Standard, Enterprise


Scenario: Search Statistics



Recap: Search Statistics

• Available at Service Application or Site Collection• Site Collection reports can be scheduled• Use to find out how people are using it• Best Bet Suggestions


Scenario: Best Bets

• Keywords– Define synonyms– Provide description for common search terms

• Best Bets– Recommended links (internal/external)– High visibility placement


Scenario: Best Bets



Recap: Best Bets

• Simplify common searches (HR/Human Resources)• Improve find ability• Drive traffic


Scenario: Scopes

• Configure at Site Collection or Service Application• Rules based inclusion / exclusions• Target configurable results page


Scenario: Scopes


• Additional version specific details– Foundation scopes are not configurable


Recap: Scopes

• URL based rules• Managed Property based rules• Drive traffic to results pages• Use in conjunction with Tabs


Scenario: FAST Search Server for SharePoint

• Configurable Web Parts• Separate installation• Requires SharePoint Server Enterprise


Scenario: FAST Search Server for SharePoint



Recap: FAST Search Server for SharePoint

• Requires SharePoint Server Enterprise• Use for complex scenarios

• Automatically provides previews for Office types• Visual best bets can be code snippets or images• Allows custom sorting


Q & A



Thanks for coming!


http:// meeting # 75 meeting # 75 welcome to the minnesota sharepoint user group february 9 th,...

Documents

mnspug http

books http

sharepoint search fast

sharepoint benchmark

ca sharepoint connections

search server express

search overviewhttp

user group members