Ektron 8.5 RC - Search
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Ektron 8.5 RC - Search

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Slides from Bill Cava's webinar on 8.5 Search. In this webinar, Bill Cava covers architecture, design, developer experience, and more.

Slides from Bill Cava's webinar on 8.5 Search. In this webinar, Bill Cava covers architecture, design, developer experience, and more.

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Ektron 8.5 RC - Search Ektron 8.5 RC - Search Presentation Transcript

  • The 8.5 Search Architecture
  • Bill Cava
    • Chief Evangelist, Ektron
    • http://twitter.com/billcava
    • bill.cava@ektron.com
  • Agenda & Overview
    What’s New in 8.5 Search
    Search Design Considerations
    Search Developer Experience
    Keyword Query Syntax
    Search Framework API
    Search Framework UI – Templated Controls
    Search Architecture
    Crawling, Querying, Ranking, Diagnostics
    Hardware/Software Requirements
  • 8.5 Search - Overview
    • Microsoft Search Technology
    • Supports All Types of Content
    • Features Include
    • Faceted Navigation
    • Narrow/Expand Queries Based on Taxonomies
    • Suggested Results
    • “Did you mean?”
    • Federated Search
    • Search Ektron, SharePoint, SAP, OpenText, IBM, Etc.
    • Dynamic Relevancy
    • Re-Order Search Results Based On User Behavior
    • Search High Availability Upgrade
    • Clustered, Enterprise Scalable Search Capability
  • Getting Things Setup
    Documentation
    http://bit.ly/ektron-85-search-docs
    Installing and Configuration of Ektron Search
    Installing Search Server
    Understanding the Search Crawl
    Searching a Website
    Upcoming Screencast
    Installation & Configuration of Search Server
  • Who Uses Search? What do they Want?
    Site Visitors
    Developers
    A modern site search experience
    Google & Bing like features
    Fast & relevant search results
    Auto corrections
    “Search just works”
    An API to query for content across properties
    A fast and reliable way to retrieve content
    Insight into the crawling process
    Insight into underlying queries and results returned
  • What is “Site Search?”
    Search as Navigation
    Site Search vs. Internet Search
    Search strategy, defined goals
    Features support strategy
  • What is “Application Search?”
    Use your search for more than simply site-search
    Search index has denormalized view of content
    Uses a Search API to deliver dynamic lists of data
  • Application Search Based Delivery
    Denormalized search index
    Search cross-cutting properties
    Provide a content list based on a folder, tagged with a category, with certain metadata.
    Strength of Site Search
  • “We have made a very strong effort into producing a usableand extensibleSearch API in the 8.5 Release” – Chris Banner, 8.5 Search Engineer @ ektron
    Usability
    A compact API; performs complex searches using short, expressive syntax
    Extensibility
    Abstraction layer over search
    Provides future proofing for future releases
    An upgrade safe search and a maintainable search platform
  • Developer Experience
    3 Ways to Retrieve Search Results
    Keyword Query Syntax
    Search Framework API
    Search Framework UI’s Templated Server Controls
  • Keyword Query Syntax
    Basic Search
    Boolean Operators – AND, OR, NOT
    Group phrases w/ parens– ((a OR b) AND c)
    Wildcards – run*, account*
    Managed Properties – contentId, folderId
    Metadata – ektron/metadata/[name]/[type] > 0
    SmartForm Data – ektron/sf/[name]/[type] : “value”
  • Intro to Search Framework API
    Three Elements of Search Framework API
    Search Manager
    manager.Search(criteria)
    Search Criteria
    criteria.QueryText= "ektron";
    SearchResponse Data Type
  • Search Manager
    usingEktron.Cms.Framework.Search;
    SearchManagermanager =
    newSearchManager();
    SearchManagermanager =
    newSearchManager(ApiAccessMode.Admin);
    SearchManagermanager =
    newSearchManager(
    ApiAccessMode.LoggedInUser);
  • Search Criteria
    usingEktron.Cms.Framework.Search;
    KeywordSearchCriteriacriteria = newKeywordSearchCriteria();
    criteria.QueryText = "ektron";
  • Advanced Search Criteria
    usingEktron.Cms.Framework.Search;
    AdvancedSearchCriteriacriteria = new AdvancedSearchCriteria();
    criteria.ExpressionTree = SearchContentProperty.Title.Contains("web");
  • Advanced Search Criteria
    usingEktron.Cms.Framework.Search;
    AdvancedSearchCriteriacriteria = new AdvancedSearchCriteria();
    criteria.ExpressionTree = SearchContentProperty.Title.Contains("web") & !SearchContentProperty.Title.Contains("cms");
  • Advanced Search Criteria
    usingEktron.Cms.Framework.Search;
    AdvancedSearchCriteriacriteria = new AdvancedSearchCriteria();
    criteria.ExpressionTree = (SearchContentProperty.Title.Contains("web") & !SearchContentProperty.Title.Contains("cms")) |
    SearchContentProperty.Title.Contains(“ektron");
  • Advanced Search Criteria
    SearchContentProperty.Title
    SearchContentProperty.DateCreated
    SearchContentProperty.Private
    SearchContentProperty.FolderName
    SearchContentProperty.Id
    SearchContentProperty.ExpiryDate
    SearchContentProperty.ExpiryType
    SearchContentProperty.Author
    ... only a subset, dozens more available
  • Framework API vs Search API?
    Framework API
    Returned a ContentData object
    Queries against the source of truth
    Querying against ContentData properties
    Simple criteria using Filters
    Search API
    Returned a SearchResult object
    Search Indexes aren’t instantly updated
    Querying against properties that span types (taxonomy, etc)
    Complex criteria using expression trees
  • Demo:Search Framework API
  • Search Framework UI Templated Server Controls
    “We built the templated controls to be a base for our customers to use to build their websites. They’re designed to be flexible.” – Steve Mann, 8.5 Search Engineer
    Tight, semantic markup means designers customize the look and feel just by using CSS
    No XSLT needed. Markup controlled using ASP.NET templates
  • Search Framework UI Templated Server Controls
    SiteSearch
    Site Search Interface
    Simple controls
    No JavaScript Dependencies
    UserSearch
    ProductSearch
    XmlSearch
  • Demo: search Templated controls
  • What About Upgrades?
    If you use the …
    Legacy Search Server Controls (pre-8.5)
    Legacy Search API (pre-8.5)
    Then …
    Your upgraded site will route through new architecture
    Recommended to upgrade code to use the new APIs & Controls
  • What About Upgrades?
    If you wrote CISSO queries …
    Need to rewrite queries to use the new Search API or Server Controls
    If you used Integrated Search feature
    Needs to be reconfigured to use 8.5 Federated Search capabilities
  • Search Architecture
  • What is crawling?
    A crawl is the process by which search server pulls data from the CMS to construct its internal indexes
  • Crawl Types
  • Crawling Process
  • Querying Process
  • Diagnostic tools & Administration Console
    Status information on crawling process
    Readily accessible through the Workarea
    Advanced information through Microsoft Search Server Admnistrative Console
  • Hardware Requirements
    Processor Requirements
    64-bit, Quadcore
    RAM Requirements
    For development: 4 GB
    For evaluation or single-server production use: 8 GB
    For multiple-server production use: 16 GB
  • For SQL Server used by Search Server
  • Disk Space
    Rule of Thumb: Index size + 80 GB free space, plus 2x the ram on the production
    Note
    Search stores full-text index file on the file system of the query servers
  • Software Requirements
    Operating System
    The 64-bit edition of Windows Server 2008 Standard, Enterprise, Data Center, or Web Server with Service Pack 2 (SP2).
    The 64-bit edition of Windows Server 2008 R2 Standard, Enterprise, Data Center, or Web Server.
  • Database Server
    The 64-bit edition of Microsoft SQL Server 2008 with Service Pack 1 (SP1) and Cumulative Update 2 (CU2), CU5 or CU6.
    The 64-bit edition of Microsoft SQL Server 2005 with Service Pack 3 (SP3)
    Microsoft SQL Server 2008 R2
    Software Requirements
  • Questions?
    Bill Cava
    • Chief Evangelist, Ektron
    • http://twitter.com/billcava
    • bill.cava@ektron.com