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Welcome to the Minnesota SharePoint User Group. February 9 th , 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.

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Presentation Transcript

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
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
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.sharepointmn.com


Www sharepointmn 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


Social networking
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.sharepointmn.com


Upcoming schedule
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


Local events
Local Events

SharePoint Saturday – April 9, 2011Normandale Community College

Schedule / Sessions coming VERY soon!

http://www.sharepointsaturday.org/twincities


Conferences
Conferences

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

SharePoint Connections – March 27-30th, 2011

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

Orlando, FL

TechEd, North America – May 16-19th, 2011

http://northamerica.msteched.com/

Atlanta, GA

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



Search Overview

http://www.sharepointmn.com


Versions capabilities
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 2010

  • SharePoint Foundation Search Service

    • Allows searching at the site level

  • No additional configurations available


Search server express 2010
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
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
FAST Search Server for SharePoint

  • Additional Install

  • All features and services from Server

  • Deep Refinements

  • Visual Best Bets

  • Contextual Search

  • Similar Results

  • Extreme Scalability


Search overview
Search Overview

  • Index and search SharePoint content

  • Index and search file share and external system content

  • People and profile searching


Search overview1
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 overview2
Search Overview

Walk:

  • Customize search results pages

  • Add more scopes, results pages, Best Bets

  • Add Federated search results


Search overview3
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


Administration roles
Administration Roles

  • Farm Administrator(s)

  • Search Administrator(s)

  • Site Collection Administrators


Administration concepts
Administration Concepts

Search Administration

Farm Administration

Service Applications

Server Roles

Service Accounts

  • Content Sources

  • Crawl Rules

  • Search Scopes

  • Crawled vs. Managed Properties


Search administration
Search Administration

Content Sources

  • SharePoint Sites

  • Web Sites

  • File Shares

  • Exchange Public Folders

  • BCS / External Data

  • Custom


Search administration1
Search Administration

Crawl Rules

  • Special inclusion and exclusion rules

  • Authentication

    • Custom credentials

    • Client certificate

  • Advanced options


Search administration2
Search Administration

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


Search administration3
Search Administration

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
Farm Administration

Service Applications

  • Separate, reusable component

  • Can have more than one per farm

  • Can consume from other farms

  • Maintains configuration information


Farm administration1
Farm Administration

Server Roles

  • Query

  • Index

    Services

  • Foundation (Foundation Help)

  • SharePoint Server Search


Farm administration2
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
Planning Search

  • Architecture

  • Limits

  • Best Practices

    • Don’t index EVERYTHING

    • Scheduling content crawls

    • Delegate configuration/maintenance/tuning

  • iFilters (PDF, others)


Administration
Administration

  • Search configured from Central Administration

  • Search configured at the Site Collection

  • Search configured from PowerShell (on the server)




Administration powershell
Administration - PowerShell

  • Get-SPSearchServiceInstance

  • Get-SPEnterpriseSearchServiceInstance

  • Get-SPEnterpriseSearchServiceApplication

  • New-SPEnterpriseSearchCrawlTopology

  • Get-SPEnterpriseSearchMetadataCrawledProperty

  • New-SPEnterpriseSearchMetadataManagedProperty

  • Get-SPEnterpriseSearchQueryScope

  • Get / Set / New / Remove-SPEnterpriseSearch…


Customization development overview
Customization / Development Overview

  • Custom Search Pages

    • Scopes

    • Refiners

    • External Data

    • Federated Search

    • Customized search results


Customization development overview1
Customization / Development Overview

  • Custom Search Applications

    • using the object model

    • using web services


Basics

http://www.sharepointmn.com


Search experience
Search Experience

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 experience1
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
People Search

  • Searches SharePoint’s Profile Database

    • Populated from Active Directory / External Data

  • Architecture Dependencies

  • Property Search

  • Phonetic Search

  • Vanity Search


People search1
People Search

Architecture Dependencies

AD, LDAP, other repository

User Profile Service Application

Managed Metadata Service Application

(Taxonomy)

Search Service Application


People search2
People Search

Property Search

  • People Search Box

    • Scope options

    • Additional query terms

    • Search Results Page

    • Managed Properties


People search3
People Search

Phonetic Search

  • Misspelling

  • Nicknames


People search4
People Search

Vanity Search

  • How often search has led to you

  • Matched keyword


Configuring search
Configuring Search

  • Central Administration

  • Site Collection Settings


Configuring search1
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

http://www.sharepointmn.com


Scenarios

http://www.sharepointmn.com


Scenario core search web parts
Scenario: Core Search Web Parts

  • Configurable Web Parts

    • Search Box

    • Search Summary

    • Refinement Panel

    • Search Statistics

    • Action Links

    • Best Bets

    • Paging

    • Core Results


Scenario core search web parts1
Scenario: Core Search Web Parts

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”


Scenario core search web parts2
Scenario: Core Search Web Parts

Core Search – Web Parts

  • Refinement Panel

    • Configure Refiners

      • Managed Properties

    • Automatic Refiners

      • Managed Metadata

      • Tags

  • Search Statistics

  • Action Links

    • Determine what links to display


Scenario core search web parts3
Scenario: Core Search Web Parts

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


Scenario core search web parts4
Scenario: Core Search Web Parts

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


Scenario core search web parts5
Scenario: Core Search Web Parts

Search Tabs

Search Box

Refinement

Panel

Search Action Links

Search Statistics

Federated Results

Search

Best Bets

Search Core Results


Scenario core search web parts6
Scenario: Core Search Web Parts

  • Editions:

    Foundation

    Search Server Express

    SharePoint Server Standard

    SharePoint Server Enterprise

  • Additional version specific details

    • Office document preview with FAST


Recap core search web parts
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
Scenario: Refinement Panel

  • Configurable Web Part

  • Allows users to drill in to search results

  • Refiners

    • Managed Property

    • Taxonomy

    • Ranking Model

    • Custom


Scenario refinement panel1
Scenario: Refinement Panel

  • Editions:

    Foundation

    Search Server Express

    SharePoint Server Standard

    SharePoint Server Enterprise

  • Additional version specific details

    • Deep refinements with FAST


Recap refinement panel
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
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 search1
Scenario: Federated Search

  • Editions:

    Foundation

    Search Server Express

    SharePoint Server Standard

    SharePoint Server Enterprise


Recap 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


Scenario search statistics
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 statistics1
Scenario: Search Statistics

  • Editions:

    Foundation

    Search Server Express

    SharePoint Server Standard

    SharePoint Server Enterprise


Recap 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
Scenario: Best Bets

  • Keywords

    • Define synonyms

    • Provide description for common search terms

  • Best Bets

    • Recommended links (internal/external)

    • High visibility placement


Scenario best bets1
Scenario: Best Bets

  • Editions:

    Foundation

    Search Server Express

    SharePoint Server Standard

    SharePoint Server Enterprise


Recap best bets
Recap: Best Bets

  • Simplify common searches (HR/Human Resources)

  • Improve find ability

  • Drive traffic


Scenario scopes
Scenario: Scopes

  • Configure at Site Collection or Service Application

  • Rules based inclusion / exclusions

  • Target configurable results page


Scenario scopes1
Scenario: Scopes

  • Editions:

    Foundation

    Search Server Express

    SharePoint Server Standard

    SharePoint Server Enterprise

  • Additional version specific details

    • Foundation scopes are not configurable


Recap scopes
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
Scenario: FAST Search Server for SharePoint

  • Configurable Web Parts

  • Separate installation

  • Requires SharePoint Server Enterprise


Scenario fast search server for sharepoint1
Scenario: FAST Search Server for SharePoint

  • Editions:

    Foundation

    Search Server Express

    SharePoint Server Standard

    SharePoint Server Enterprise


Recap 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

http://www.sharepointmn.com


Thanks for coming!

http://www.sharepointmn.com


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