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SharePoint 2007: Search Deep Dive. Erik Mau Inetium. Agenda. Search Overview User Experience Extensibility Administration Scenarios Q&A. Search Overview. Topics. Topology High-level Architecture Performance WSS vs. MOSS Search Comparison Search Server 2008. Topology.

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Sharepoint 2007 search deep dive

SharePoint 2007:Search Deep Dive

Erik Mau

Inetium


Agenda
Agenda

  • Search Overview

  • User Experience

  • Extensibility

  • Administration

  • Scenarios

  • Q&A



Topics
Topics

  • Topology

  • High-level Architecture

  • Performance

  • WSS vs. MOSS Search Comparison

  • Search Server 2008


Topology
Topology

  • Single Server

  • Separate Index Server with WFE playing Query Role

  • Separate Index and Separate Query Server

  • Index Server can crawl itself or a specific WFE


Architecture
Architecture

  • Index Engine

  • Query Engine

  • Protocol Handlers

  • IFilters

  • Content Index

  • Property Store

  • Search Configuration

  • Wordbreakers


Performance
Performance

  • Change Log / Security Change Only Crawl

  • Continuous Propagation

  • 10s of Millions of documents per Indexer

  • WSS sites use MOSS Search


Wss vs moss search comparison
WSS vs. MOSS Search Comparison

* Knowledge Network is a separate product

** BDC is Enterprise CAL




Topics1
Topics

  • Search Center

  • Search Usability Features

  • Power User Features

  • Demo


Search center
Search Center

  • Site Template

  • Tabbed Interface

  • Multiple Entry-points

  • Keywords, Definitions, and Best Bets

  • Extensible


Search usability features
Search Usability Features

  • Hit Highlighting

  • “Did you mean” feature

  • Duplicate collapsing


Power user features
“Power User” Features

  • Property-based Searches

    • Customer:Acme (find all items where Customer metadata = Acme)

    • Author:”Sally Jones” (find all items authored by Sally Jones)

    • ContentType:task (find all items of a specific content type)

    • Site:http://www.microsoft.com

  • Keyword Searches

    • +Solution (keyword inclusion)

    • -Plumtree (keyword exclusion)

    • Quotes for Exact Match (i.e., “User Group”)




Topics2
Topics

  • Search Web Parts

  • Search Tabs

  • Search API

  • Demo


Browser based extensibility options
Browser-Based Extensibility Options

  • Search Web Parts

    • Search Box / Advanced Search

    • Search Summary

    • Search Statistics

    • Search Paging

    • Search Actions

    • Search Best Bets / High Confidence Results

    • Search Results

  • Search Tab Pages


Search input web parts
Search Input Web Parts

  • Search Box

    • Scope options

    • Additional query terms

    • Advanced Search Page

    • Search Results Page

  • Advanced Search

    • Input types

    • Properties (metadata)

    • Search Results Page


Search utility web parts
Search Utility Web Parts

  • Search Summary

    • “Did you mean”

    • “You searched for”

  • Search Statistics

  • Search Paging

    • Next / Prev Text

    • Next / Prev Images

  • Search Action Links

    • Determine what links to display


Search best bets high confidence results
Search Best Bets / High Confidence Results

  • Same web part, different configuration

  • XSLT for display

  • Show Keywords?

  • Show Best Bets?

  • Show High Confidence Matches

  • Best Bet Limit


Search core results
Search Core Results

  • Results per Page

  • Enable removal of duplicates

  • Enable stemming

  • Selected Columns

  • Configurable XSLT

  • Scope


Search tabs
Search Tabs

  • Based off of lists in Search Center Site

    • Tabs in Search Pages

    • Tabs in Search Results

  • Process:

    • Create Entry Page

    • Create Results Page

    • Configure Web Parts on Entry and Results Page

    • Add Entry Page to Tabs in Search Pages

    • Add Results Page to Tabs in Search Results



Search api
Search API

  • KeywordQuery

    • Allows basic property-based and free text queries

    • Namespace: Microsoft.Office.Server.Search.Query

    • Example:

  • KeyWordQuery query = new KeyWordQuery();

  • query.SelectProperties.Add(“Customer”);

  • query.QueryText = “Author:Erik SharePoint”;

  • ResultTableCollection results = query.Execute();


Search api1
Search API

  • FullTextSqlQuery

    • Allows highly customized MSFT Full text search syntax queries

    • Namespace: Microsoft.Office.Server.Search.Query

    • Example:

  • FullTextSqlQuery query = new FullTextSqlQuery();

  • query.QueryText = “SELECT Customer, Path FROM Scope() WHERE …”;

  • ResultTableCollection results = query.Execute();




Topics3
Topics

  • SSP Administration Features

  • SSP Administration Demo

  • Site Collection Administration Features

  • Site Collection Administration Demo


Ssp administration

Search Administration

SSP Administration


Ssp administration overview
SSP Administration Overview

  • Search is managed at the Shared Service Provider (SSP)

  • Provides management of:

    • Content Sources (What is being indexed)

    • Managed Properties (How users want to perform advanced searches)

    • Scopes (How users want to search)

    • Relevance (What content sources are more relevant)

    • Health (What are users searching for and how are my crawls performing)


Content source management
Content Source Management

  • What can we index?

    • SharePoint Sites (v2, v3)

    • Web Sites

    • File Shares

    • Exchange Public Folders

    • Lotus Notes

    • Business Data (BDC)


Business data catalog
Business Data Catalog

  • MOSS 2007 (e-cal) provides access to business data to users

    • Data is accessed through the Business Data Catalog

      • Databases

      • Web Services

    • Exposed to many features in SharePoint

      • Web Parts (Lists and Details)

      • Metadata Columns


Business data catalog1
Business Data Catalog

  • Search can easily index the data

    • No need to write code

    • Highly customizable results

    • Launching pad into other web-based, querystring-addressable applications.

    • Integrated search results in the search center:

      • Documents

      • Web Content

      • Business Data


Metadata property mappings
Metadata Property Mappings

  • Crawled Properties

    • SharePoint “discovers” properties during crawl

    • Organized in categories

    • Can be included/excluded in the index

  • Managed Properties

    • Out-of-the-box Managed Properties

    • Custom-defined Properties (i.e. CustomerName)

      • CustomerName:Acme

    • One Managed Property can be associated to 1 or more Crawled Properties


Scope management
Scope Management

  • Logical organization of crawled content

  • Rule-based

    • Web Address / Folder

    • Property Query (Author = John Doe)

    • Specific Content Source

  • Supports multiple rules (joined via ANDs / Ors)

  • Supports content exclusion

  • Site Collections “opt-in” to SSP-defined scopes


Relevancy
Relevancy

  • Authoritative Pages

    • Three levels of “authority”

    • Ability to demote sites

  • Relevancy API

    • API Available to change the ranking of managed properties


Crawl log
Crawl Log

  • Administrative interface for viewing crawl history

  • Summary View

  • Details View


Search usage reporting
Search Usage Reporting

  • Out of the box usage reportingin MOSS

    • Query volume trends, top queries, click through rates, queries with zeroresults, etc.

    • At both SSP and site collection levels

    • Export data for extended reporting in Excel



Ssp administration demo

Search Administration

SSP Administration Demo


Site collection administration

Search Administration

Site Collection Administration


Site collection administration overview
Site Collection Administration Overview

  • Site Collection Scopes

  • Scope Visibility

  • Search Visibility Settings

  • Keywords / Best Bets Management

  • Site Collection Search Usage Reports


Site collection scopes
Site Collection Scopes

  • Similar interface to SSP Scope Management

  • Organize by Display Group

  • Same flexibility for rules


Scope visibility
Scope Visibility

  • Define Display Groups

  • Groups Control Visibility on Search Web Parts


Search visibility
Search Visibility

  • Control if a site shows up in search results

  • Sites are already security trimmed

  • Example: Search Center Set to “No”


Keywords best bets
Keywords & Best Bets

  • Use query reporting to help define keywords

  • Use keywords to provide access to content inaccessible to the crawler


Site collection administration demo

Search Administration

Site Collection Administration Demo



Scenario 1 creating a search tab
Scenario 1: Creating a Search Tab

The sales department at Litware, Inc. would like easier access to their documents in SharePoint, documents on a legacy file share, and information on one of their competitor sites.

Solution:

  • New Content Sources

  • New Scope

  • New Search Center Tab


Scenario 2 customizing search results
Scenario 2: Customizing Search Results

The sales department at Litware, Inc. is raving about their new search tab, but would like to display additional information about their documents in the search results. They have several document types and are using the business data catalog for associating customers to documents. They would also like to search for customer records in the same search tab.

Solution:

-BDC

  • New Managed Properties

  • Custom XSLT for Search Results Web Part


Scenario 3 searching by metadata
Scenario 3: Searching by Metadata

The power users on the sales team regularly use the property-based syntax to find documents for a specific customer or by document type. The sales team would like to make it easier to find content using metadata.

Solution:

  • Managed Property

  • Advanced Search Web Part Or Content Editor Web Part


Scenario 4 keywords and best bets
Scenario 4: Keywords and Best Bets

The sales team is about to begin creating their sales plans for fiscal 2008. Many team members use the search functionality to find their plans from other fiscal years. The management team wants to ensure that team members use the new planning template for F’08.

Solution:

  • Define Keyword and Synonyms

  • Define Best Bet


Scenario 5 relevant results
Scenario 5: Relevant Results

Jerry from engineering is frustrated that every time he performs searches for certain keywords, there are links to one of their competitors web sites in the search results.

Solution:

  • Demote competitor site

  • Exclude competitor site from All Sites scope