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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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slide1

Welcome to the

Minnesota SharePoint

User Group

February 9th, 2011

SharePoint Search / FAST

Brian Caauwe, Raymond Mitchell

slide2

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

info@sharepointmn.com

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

slide11

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
slide37

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
slide47

Break

http://www.sharepointmn.com

slide48

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
slide75

Q & A

http://www.sharepointmn.com

slide76

Thanks for coming!

http://www.sharepointmn.com