Leverage Search and Customize to your Brand within SharePoint 2010
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Slides from my SharePoint session given on August 12 2011 at SharePoint Saturday The Conference in Washington DC titled "Leverage Search and Customize to your Brand within SharePoint 2010"

Slides from my SharePoint session given on August 12 2011 at SharePoint Saturday The Conference in Washington DC titled "Leverage Search and Customize to your Brand within SharePoint 2010"

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  • The enterprise search capabilities built in to SharePoint provide an easy win for organizations seeking to achieve a quick return on their SharePoint investment. This technical deep dive will include a discussion of search configuration best practices, strategies for maximizing SharePoint’s capabilities, and simple customizations that can take your search experience to the next level
  • Data can be crawled from SharePoint sites, file shares, folder structures or their CMS that users can not get to so easily SharePoint can search data in other sites as well
  • Sites that are nearer to authoritative sites have more relevancy. Authoritative sites can be defined from CAPeople search results are more relevant if the person I am searching for is nearer to me in the hierarchy
  • Linguistic Relevance includes spell checking, synonyms etc..
  • You could be changing the look and feel of CQWPs in other places..
  • Windows Server 2008 R2 provides a TIFF IFilter which can perform OCR on the TIFF  images.   To utilize this feature in SharePoint 2010 you only need to enable the feature in Windows and then make a small group policy update to the server.Able to find text in the compressed files but not in the uncompressed file.One thing to note… OCR is not 100% accurate and depends greatly on the quality of the TIFF image.  Handwriting in a document will have a very low (or zero) recognition rate as will documents that have text on some colored backgrounds.    Even with these limitations, enabling OCR for TIFF images can greatly increase the usability of scanned images in SharePoint.

Leverage Search and Customize to your Brand within SharePoint 2010 Presentation Transcript

  • 1. Search Your Way to Success
    Leverage Search and Customize to your Brand within SharePoint 2010
  • 2. About The Presenter
    Chaitu Madala
    SharePoint Architect
    cmadala@ironworks.com
    Blog: http://www.goodbadtechnology.blogspot.com
    • Over 8 years of experience in development and implementation of web and windows-based IT solutions
    • 3. Background in SharePoint, WCF, Windows Workflow, InfoPath Forms Services, ASP.NET, ADO.NET, XML, XSLT, AJAX, JavaScript, and SQL
    • 4. Numerous SharePoint engagements: Extranets, Intranets, Publicly-Facing Web Sites, Enterprise Search, Document Management, Web Part Development, and Custom Applications
    • 5. Bachelor of Science in Computer Science
    • 6. Microsoft Certified Professional (MCP) for SharePoint 2010
    • 7. Microsoft Certified Technology Specialist (MCTS) for MOSS 2007
    • 8. Brainbench Certified in SPS 2003, C# & ASP.NET
  • Ironworks Introduction
  • 9. Ironworks Introduction
    Key Facts:
    • Started in 2001
    • 10. 250 Employees
    • 11. Offices in Richmond (HQ), Washington DC, Raleigh, Charlotte, Atlanta, Minneapolis
    • 12. Key Industries: Healthcare, Government, Not for Profit and Financial Services
    Project-based technology consulting firm with key strengths in:
    • Enterprise Content Management / Portal Integration
    • 13. Business Intelligence
    • 14. PMO / Management Consulting
    • 15. Interactive User-Centric Design
    Key Differentiators:
    • Competitive Rates, Senior Resources, Loyal Clients, Results and Delivery Driven
  • SharePoint Clients
  • 16. Agenda
    • The Value of SharePoint Search
    • 17. Optimizing the Out of the Box
    • 18. Leveraging the Search Core Results Web Part
    • 19. Building your own Search Results Web Part
    • 20. Excluding parts of Pages from Crawl
    • 21. Exploring Other Search Features
    • 22. Crawling PDF files and TIFF Images (Optical Character Recognition)
    • 23. Life in the FAST Lane
    • 24. Q & A
  • The Value of SharePoint Search
  • 25. Why Focus on SharePoint Search?
    Search is an Easy Win
    • Improve content “Findability”
    • 26. Users understand search
    • 27. Does not require SharePoint content
    Other Benefits of Search
    • Efficient cross-site content rollup
    • 28. Query logs allow data mining
    SharePoint 2010 Search Enhancements
    • Search-driven navigation
    • 29. Document preview
    • 30. Search Suggestions while typing
    • 31. Did you mean suggestions
    • 32. Federated Results
    • 33. More…
  • The Value of SharePoint Search
  • 34. The SharePoint 2010 Enterprise Search Center
  • 35. Optimizing the Out of the Box
  • 36. Focus on What Matters to the End User
    Search Relevancy
    • Security Trimming
    • 37. Metadata Tagging
    • 38. Exclusions/Crawl Rules
    User Interface
    • Search Scopes
    • 39. Search Result Styling
    Content Highlighting
    • Best Bets
    • 40. Thesaurus Files
  • Relevancy: How SharePoint Scores Your Content
    • Click Distance from Authoritative Sites
    • 41. Shorter distance more relevant
    • 42. Anchor Text Hyperlinks to Content
    • 43. URL Depth
    • 44. Results higher in hierarchy more relevant
    • 45. URL Matching
    • 46. Metadata Extraction
    • 47. File Type Biasing
    • 48. PPT more relevant than XLS
    • 49. Text Analysis
    • 50. Matching Terms, Term Frequency, Term Variants
    • 51. Star Ratings
    • 52. Social Behavior
    • 53. People nearer to you in hierarchy
  • What You Can Do About It
    Scope Exclusion Rules
    • Hide Folders
    Crawl Rules
    • Hide System Pages & Other Content
    Relevance Tuning for SharePoint 2010 Search
    • Managed Property Weighting
    • 54. Free Tool In Codeplex- http://searchrelevancy.codeplex.com/
    Relevance Tuning for FAST
    • Rank Profiles
    • 55. Keyword-Driven Rank
    • 56. Static Rank
    • 57. Dynamic Rank
    • 58. Linguistic Relevance
  • Visual How To: Configure Scope Exclusions
  • 59. Visual How To: Configure Crawl Rules
  • 60. User Interface: Search Scopes
  • 61. User Interface: Search Result Styling
  • 62. User Interface: Search Result Styling
  • 63. User Interface: Metadata Searching
  • 64. Leveraging the Search Core Results Web Part
  • 65. Rollup Options: Content Query Web Part
    Provides a granular query language
    Polls live data
    Security trimmed/Audience filtered
    Styling requires touching system XSLT
    No paging support
    Can be slow
    Restricted to site collection
  • 66. Rollup Options: Search Core Results Web Part
    Can aggregate any searchable content
    Can be styled on per instance basis
    Paging Support
    Highly performant
    Security trimmed/Audience filtered
    Data must be indexed
  • 67. Leveraging Search Core Results
  • 68. Custom XSLT in 4 Easy Steps
    Get “Raw” Results XML from SCRWP
    • Save it as a file
    • 69. Import XML file as a data source in SPD
    Configure Data View Web Part
    • Set XML file as DVWP data source
    Customize XSLT
    • Use WYSIWYG editor to configure DVWP layout
    Deploy Custom XSLT
    • Copy XSLT from DVWP back to SCRWP
    • 70. Close the page in SPD without saving to avoid un-ghosting
  • Visual How To: Custom XSLT Using DVWP
    <?xml version="1.0" encoding="UTF-8"?>
    <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
    <xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/>
    <xsl:template match="/">
    <xmp><xsl:copy-of select="*"/></xmp>
    </xsl:template>
    </xsl:stylesheet>
    Screen captures courtesy of Patrick Tisseghem’s Blog Post:
    “Custom XSLT for the Search Core Results Web Part”
    http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669
  • 71. Building your own Search Results Web Part
  • 72. Building your own Search Results Web Part
    What?
    • Tailor search results web part to meet specific needs
    Why?
    • OOB search results web part does not offer full wild card search & custom sort options
    How?
    • Either extend OOB search results web part
    • 73. Build your own using “FullTextSqlQuery” object
    The Query:
    AND (ContentTypeName='Ratings' ORContentTypeName='Review‘)
    AND (CONTAINS(url, '/getinsurance/auto'))
    ORDER BY Write DESC
  • 74. Need to build your own Search Results Web Part
    Why?
    • OOB Search Core Results Web Part does not offer full wild card search
    • 75. Ex: Share* is permitted but not *hare*
    • 76. OOB Search Core Results Web Part does not offer custom sort options
    • 77. SharePoint determines relevancy and it offers sort options on relevancy and modified date fields only
    • 78. Add your own criteria
    • 79. Ex 1: Randomize Results
    • 80. Ex 2: Add Today’s date support.
    • 81. Get Calendar events that occur in the future. (StartDate > {Today})
  • Excluding parts of Pages from Crawl
  • 82. Excluding parts of Pages from Crawl
    What?
    • Partial Page Exclusion
    Why?
    • Accurate Search Results
    How?
    • No OOB Solution
    • 83. Needs development of a custom control
    • 84. We did it & posted it - http://underthehood.ironworks.com/2010/05/sharepoint-search-partial-page-exclusion.html
    Page Content
  • 85. Exploring Other Search Features
  • 86. Other Features of SharePoint Search
    RSS Feeds and Alerts
    • Tailor search result feeds to meet specific interests
    Best Bets
    • Target search result delivery and highlight priority content
    Federated Search
    • Deliver a Search Center that is a one-stop search solution
    Query Logs
    • Tune site structure, metadata, and best bets through data mining
  • Other Search Features: RSS Feeds and Alerts
  • 87. Other Search Features: Best Bets
    =
  • 88. Other Search Features: Federated Search
  • 89. Other Search Features: Query Logs
  • 90. Crawling PDF files and TIFF Images
    PDF Files
    Install the 64-bit Adobe PDF iFilter on Indexing Server(s)
    Add a new file type for ‘pdf’ in the File Type interface under the Search Service Application within Central Administration
    Make the required RegEdit changes
    Perform an IISRESET & restart the search services
    TIFF Images using Optical Character Recognition
    Add Windows TIFF iFilter feature to Indexing Server(s)
    Enable TIFF OCR scanning through group policy on the indexing server
    Force TIFF IFilter to OCR every page in a TIFF document (Optional)
    Reboot the server and kick a full crawl
  • 91. Life in the FAST Lane
  • 92. FAST for SharePoint 2010
  • 93. FAST for SharePoint 2010
  • 94. FAST for SharePoint 2010
  • 95. When to Use FAST
    Use FAST if…
    • Require user experience enhancements
    • 96. Have high volumes of content that update frequently
    • 97. Require almost real time incremental indexing
    • 98. Need to automate content processing
    Do Not Use FAST if…
    • Content is static
    • 99. Budget constraints
  • Ironworks Blogs
    Fit & Finish: Insight from the Ironworks User Experience Group
    http://fitandfinish.ironworks.com/
    Under the Hood: Insight from the Ironworks Technology Group
    http://underthehood.ironworks.com/
    Contact
    For further information about Microsoft SharePoint services at Ironworks, please contact
    Keith Long: klong@ironworks.com
    Q&A
  • 100. Referenced Resources
    Find It All with SharePoint Enterprise Search
    • http://technet.microsoft.com/en-us/magazine/2007.01.search.aspx
    Using a Search Center in Office SharePoint Server 2007
    • http://media.mindsharp.com/PDFs/Using_a_Search_Center_in_MOSS07.pdf
    MOSS Faceted Search Solution on CodePlex
    • http://facetedsearch.codeplex.com/
    Custom XSLT for the Search Core Results Web Part
    • http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669
    Federated Search Overview
    • http://msdn.microsoft.com/en-us/library/cc806030.aspx
    SharePoint 2010 Enterprise Search
    • http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/default.aspx
    FAST Search Server 2010
    • http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/Fast-Search.aspx
  • Final Notes
    Presenter Contact Information:
    Chaitu Madala
    SharePoint Architect, Ironworks Consulting
    cmadala@ironworks.com
    LinkedIn: http://www.linkedin.com/in/cmadala
    Under The Hood Blog: http://underthehood.ironworks.com
    Good Bad Technology: http://goodbadtechnology.blogspot.com