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Search: The Heart of
SharePoint 2013
David Tappan, IOAP, MCITP:EA; MCP: SharePoint
davidt@cdh.com
June 26, 2013
About C/D/H
C/D/H is a highly specialized consulting
firm providing professional technology
consulting services to clients...
About me
David Tappan
Consultant
MCITP:EA, MCTS: SharePoint, IOAp
DavidT@cdh.com
Key Messages
1. Search is at the heart of many new features of SharePoint 2013
2. Query and content processing features co...
SharePoint 2013 Search-Dependent Features
• Content Search web part
• Cross-site publishing
• Social features (Newsfeed)
•...
Query Rules and Result Sources
The essence of Search
Document
Document
Representation
Information
Need
Query
The essence of Search
Document
Document
Representation
Information
Need
Query
What does the document mean?
The essence of Search
Document
Document
Representation
Information
Need
Query
What does the document mean? What does the u...
The essence of Search
Document
Document
Representation
Information
Need
QueryMatch!
Content Processing Query Processing
Wh...
SharePoint 2013 Search Components
Content
Sources
User Profile
HTTP
Other
File Share
SharePoint
Content
Processing
Compone...
Query Processing Enhancements
• Analytics provides information about common queries and clickthroughs.
• Result sources re...
Query Rules
• The primary purpose of query rules is to enable search to better
understand and respond to likely user inten...
Query Rules Scope
• Query rules can be
created in four scopes.
–On Premise or Online:
• Site Collection or Site
–On Premis...
Query Rules
• Query rules have three elements:
–Conditions: When should the rule be
applied?
–Actions: What to do when the...
Query Rule Actions
• Add Promoted Result
• Add Promoted Block
• Add Ranked Block
• Change Ranked Results
Query transforms and query variables
• Query transforms used in:
–In a Web Part
–In a query rule
–In the result source
Query rules can be cumulative
searchTerms: cameras
contenttype:T site:S
result source: Asset Results
sort: rank
searchTerm...
Query transforms and query variables
• Query transforms can include static properties
(the old “Append text to query”)
• O...
Result Sources and Query Rules
Query Rules Demonstration
Content search web part
• Used mostly for “search solutions”—no
query needed.
• Solves a lot of problems rolling up
conten...
Content Search Web Part
Demonstration
Overview of Cross-Site Publishing
1. Content is created in libraries and lists that are shared as catalogs
in the authorin...
Search Fault Tolerance
“Small” Search Farm Architectures
(~10 M items)
Search architecture changes via PowerShell only!
#clone the Active search topology
$ssa = Get-SPServiceApplication -Name “...
Get Social with C/D/H
/cdhtech@cdhtweetstech
/company/cdh
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SharePoint User Group Meeting- SharePoint 2013 Search

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Transcript of "SharePoint User Group Meeting- SharePoint 2013 Search"

  1. 1. Search: The Heart of SharePoint 2013 David Tappan, IOAP, MCITP:EA; MCP: SharePoint davidt@cdh.com June 26, 2013
  2. 2. About C/D/H C/D/H is a highly specialized consulting firm providing professional technology consulting services to clients throughout the Midwest from our offices in the Detroit area and Grand Rapids. Microsoft Gold Partner SharePoint Planning Services (SDPS) Partner
  3. 3. About me David Tappan Consultant MCITP:EA, MCTS: SharePoint, IOAp DavidT@cdh.com
  4. 4. Key Messages 1. Search is at the heart of many new features of SharePoint 2013 2. Query and content processing features combine the power of FAST– and then some – with the ease of administration of SharePoint Search. 3. Administration of much of search can be delegated—more so than in SharePoint 2010. 4. Given the centrality of search in 2013, high availability is no longer an option.
  5. 5. SharePoint 2013 Search-Dependent Features • Content Search web part • Cross-site publishing • Social features (Newsfeed) • e-Discovery • My Tasks, Popular Items, etc. • Usage Analytics • Traditional search pages –Search Results web part
  6. 6. Query Rules and Result Sources
  7. 7. The essence of Search Document Document Representation Information Need Query
  8. 8. The essence of Search Document Document Representation Information Need Query What does the document mean?
  9. 9. The essence of Search Document Document Representation Information Need Query What does the document mean? What does the user want?
  10. 10. The essence of Search Document Document Representation Information Need QueryMatch! Content Processing Query Processing What does the document mean? What does the user want?
  11. 11. SharePoint 2013 Search Components Content Sources User Profile HTTP Other File Share SharePoint Content Processing Component Crawl Component Crawl Database(s) Analytics Processing Component Analytics Database Index Component Link Database Query Processing Component Event Store Index Partition(s) End User Query Or Process Initiated Query Content Query
  12. 12. Query Processing Enhancements • Analytics provides information about common queries and clickthroughs. • Result sources replace search scopes, and take full advantage of query transforms based on site, user and analytics to provide dynamic scopes. • Query rules provide guidance about how to: –promote relevant results (formerly Best Bets) –surface result blocks that present the right properties in a way that makes sense visually –Enhance the relevance of certain results • Dictionaries used in query rules are maintained in Managed Metadata term sets. –MMS dictionaries are not used in entity extraction, unfortunately—but that seems a good bet for the future.
  13. 13. Query Rules • The primary purpose of query rules is to enable search to better understand and respond to likely user intent.
  14. 14. Query Rules Scope • Query rules can be created in four scopes. –On Premise or Online: • Site Collection or Site –On Premise only: • Farm –Online only: • Tenant
  15. 15. Query Rules • Query rules have three elements: –Conditions: When should the rule be applied? –Actions: What to do when the rule is matched? –Publishing: When should the rule be active?
  16. 16. Query Rule Actions • Add Promoted Result • Add Promoted Block • Add Ranked Block • Change Ranked Results
  17. 17. Query transforms and query variables • Query transforms used in: –In a Web Part –In a query rule –In the result source
  18. 18. Query rules can be cumulative searchTerms: cameras contenttype:T site:S result source: Asset Results sort: rank searchTerms: cameras result source: default sort: rank searchTerms: cameras result source: Local SharePoint sort: date searchTerms: cameras contenttype:T result source: Asset Results sort: date
  19. 19. Query transforms and query variables • Query transforms can include static properties (the old “Append text to query”) • OR they can use query variables: –Any site or site collection property for the current site –URL query string parameters –Any user profile profile property for the current user
  20. 20. Result Sources and Query Rules Query Rules Demonstration
  21. 21. Content search web part • Used mostly for “search solutions”—no query needed. • Solves a lot of problems rolling up content in SharePoint 2010: –Rolling up content across site collections without needing custom code –Dynamic queries based on any property –Separate queries/result sources per web part. –Formatting with HTML rather than XSLT • Many built in web parts are based on Content Search
  22. 22. Content Search Web Part Demonstration
  23. 23. Overview of Cross-Site Publishing 1. Content is created in libraries and lists that are shared as catalogs in the authoring site collection. 2. The search system crawls the content and builds the search index. 3. A user views a page on a publishing site, which triggers queries from Search Web Parts. 4. Results are returned from the search index, and shown in Content Search Web Parts on the page. 5. Pages have friendly URLs based on Managed Metadata terms that drive the queries. Overview of cross-site publishing in SharePoint Server 2013, http://technet.Microsoft.com
  24. 24. Search Fault Tolerance
  25. 25. “Small” Search Farm Architectures (~10 M items)
  26. 26. Search architecture changes via PowerShell only! #clone the Active search topology $ssa = Get-SPServiceApplication -Name “Search Service Applicatio $active = Get-SPEnterpriseSearchTopology - SearchApplication $ssa -Active; $clone = New-SPEnterpriseSearchTopology -Clone - SearchApplication $ssa -SearchTopology $active; #Start the EnterPrise Search Component on wfe $WFE01 = Get-SPEnterpriseSearchServiceInstance -Identity “WFE01″; Start-SPEnterpriseSearchServiceInstance -Identity $WFE01; # wait for 5 mins to start the search services sleep 5; # Make sure the search service instance status online before proceeding next steps Get-SPEnterpriseSearchServiceInstance -Identity $WFE01; # wait untill the status online before proceeding next steps, once the status online # Add index replica on wfe New-SPEnterpriseSearchIndexComponent -SearchTopology $clone -SearchServiceInstance $WFE01 -IndexPartition 0; #Activate the cloned search topology Set-SPEnterpriseSearchTopology -Identity $clone; #At this point PowerShell command prompt freezes until the search topology active. once it is active you can refresh the Search service application and see the topology changes; #Repeat the same process for WFE02.
  27. 27. Get Social with C/D/H /cdhtech@cdhtweetstech /company/cdh
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