searching business data with moss 2007 enterprise search presenter: corey roth enterprise consultant...
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Searching Business Data with Searching Business Data with MOSS 2007 Enterprise SearchMOSS 2007 Enterprise Search
Presenter: Corey RothEnterprise ConsultantStonebridge
Blog: www.dotnetmafia.com
Corey RothCorey Roth
Consultant for StonebridgeConsultant for Stonebridge Worked in Consumer Electronics, Travel, Advertising, Worked in Consumer Electronics, Travel, Advertising,
and Energy industriesand Energy industries Currently doing MOSS development specializing in Currently doing MOSS development specializing in
Enterprise SearchEnterprise Search OSU GraduateOSU Graduate Microsoft Award for Customer Excellence (ACE) Microsoft Award for Customer Excellence (ACE)
WinnerWinner E-mail: E-mail: [email protected] Blog: Blog: www.dotnetmafia.com
Why Enterprise Search?Why Enterprise Search? Allows indexing surfacing of business data from
multiple systems with little or no code. Through Business Data Connector (BDC) can index
non-SharePoint applications BDC can index data in SQL Server, via Web
Services, and other database providers Can also be used to index Active Directory (People
Search) Designed to search text – Other data types can work
but there are limitations
Business Data ConnectorBusiness Data Connector
Abstraction Layer between MOSS and Business ApplicationsProvides support for displaying and searching data from databases and web servicesDesigned for Readonly accessInserts/Updates/Deletes are possible but there are limitations
SecuritySecurity Security is required for the following
accounts Domain Accounts are recommended
Content Access – Defined in Search Settings; Needs read access to database table; Needs BDC Execute permission
Shared Service Provider Account – Used for profile pages; Needs BDC Execute/Select in Clients permission
Administrators – Specify an account with full control or you will run into issues
End Users – Need BDC Execute/Select in Clients permission
StepsSteps
1. Create MetaData Model for Business Application
2. Import MetaData
3. Create Content Source
4. Crawl Business Data
5. Create Managed Properties and map them to Crawled Properties
6. Crawl Business Data (Again)
7. Create Search Scope
BDC Metadata ModelBDC Metadata Model
XML file which maps entities from databases or web services to the BDC
Defines default actions when a search result is clicked
Requires a unique id in the data source Three types of methods
Get – Returns all records from a table or view Details - Returns details for a specific record IDEnumerator – Used by Enterprise Search to
determine rows to index
BDC Metadata ModelBDC Metadata Model Version Number – Increment every time you import
during development LobSystemInstance element
AuthenticationMode – ReverToSelf AccessControlList element – Specifies Security (can
also do through SSP) Action element – Sets a default action
BDC ToolsBDC Tools
Tools can be useful for generating XML MetaData schema
Office SharePoint Server SDK BDC Meta Man Many Others Available Now
Start SmallStart Small
Crawls over entire tables can take a long time
Avoid crawling full tables when testing Modify Schema file to crawl partial tables
i.e.: SELECT TOP 50…
DemoDemo
Content SourcesContent Sources
Content Sources can map to one or more BDC Application Definition
Used to start and stop content crawls Typically map one application definition to
one content source
CrawlingCrawling
Uses IDEnumerator method to get list of rows to import.
Calls SpecificFinder method for each Id returned by IDEnumerator
Stored columns from table or web service as crawled properties
DemoDemo
Managed PropertiesManaged Properties Out of the box, a search will do a full-text
search on all text properties Can be used to create advanced search
pages After first crawl, all text properties are
available as crawled properties Map crawled properties to managed
properties for more specific searches
DemoDemo
ScopesScopes Scopes are used to specify different types of
content to search (i.e.: Products, People, Sales, etc.)
Scopes can be defined by Content Source or Managed Property
Typically map to a Content Source to make it easier to test application definitions
Can be displayed in drop down lists in conjunction with the SearchBox web part
Search CenterSearch Center Out of the box site and web parts for
searching and displaying results Can be created using the Site Settings menu
on the root web site by enabled certain features
Supports keyword search only (no wildcard) For wildcard search consider a Search
Center Replacement such as Ontolica
Keyword SyntaxKeyword Syntax Used to Search by Managed Properties Can Specify Scopes (Scope:”MyScope”) Can be passed via URL to CoreResultsWebPart (k
Query String parameter) AND implied between each keyword (i.e.:
Color:”Red” Size:”M” is the same Color=“Red” AND Size=“M”)
OR implied when multiple keywords of the same managed property used (i.e.: Color:”Red” Color:”Blue” translates to Color=“Red” OR Color=“Blue”)
Search CenterSearch CenterFeatures RequiredFeatures Required
Site Collection Features Office SharePoint Server Enterprise Site Collection
features – BDC Web Parts Office SharePoint Server Search Web Parts – Enterprise
Search Web Parts
Site Features (Root) Office SharePoint Server Publishing – Adds Create Site
menu item and publishing features
Search CenterSearch CenterWeb PartsWeb Parts
SearchBox CoreResultsWebPart BestBets Paging AdvancedSearch
Search CenterSearch CenterCustomizationCustomization
CoreResultsWebPart displays search results Columns property – XML specifying
Managed Properties XSL – Transform the HTML output of the
search results Column names are specified in lower case in
XSL (i.e.: Color will be color)
Deployment and MigrationDeployment and Migration
MOSS has no built in way to move MOSS has no built in way to move Enterprise Search settings!Enterprise Search settings!
SharePoint Shared Services Provider SharePoint Shared Services Provider Creation (SSSPPC) can help (see blog Creation (SSSPPC) can help (see blog for more info)for more info)
ReferencesReferencesOffice SharePoint Server SDKhttp://msdn2.microsoft.com/en-us/library/ms550992.aspx
Faceted Search Web Partshttp://www.codeplex.com/FacetedSearch
SharePoint Shared Services Provider Creationhttp://www.codeplex.com/SSSPPC
BDC Meta Manhttp://www.bdcmetaman.com
Ontolicahttp://www.ontolica.com
Questions?Questions?
