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Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
Leverage Search and Customize to your Brand within SharePoint 2010
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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.
  • Transcript

    • 1. Search Your Way to Success <br />Leverage Search and Customize to your Brand within SharePoint 2010<br />
    • 2. About The Presenter<br />Chaitu Madala<br />SharePoint Architect<br />cmadala@ironworks.com<br />Blog: http://www.goodbadtechnology.blogspot.com<br /><ul><li>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</li></li></ul><li>Ironworks Introduction<br />
    • 9. Ironworks Introduction<br />Key Facts:<br /><ul><li>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</li></ul>Project-based technology consulting firm with key strengths in:<br /><ul><li>Enterprise Content Management / Portal Integration
    • 13. Business Intelligence
    • 14. PMO / Management Consulting
    • 15. Interactive User-Centric Design</li></ul>Key Differentiators: <br /><ul><li>Competitive Rates, Senior Resources, Loyal Clients, Results and Delivery Driven</li></li></ul><li>SharePoint Clients<br />
    • 16. Agenda<br /><ul><li> 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</li></li></ul><li>The Value of SharePoint Search<br />
    • 25. Why Focus on SharePoint Search?<br />Search is an Easy Win<br /><ul><li>Improve content “Findability”
    • 26. Users understand search
    • 27. Does not require SharePoint content</li></ul>Other Benefits of Search<br /><ul><li>Efficient cross-site content rollup
    • 28. Query logs allow data mining</li></ul>SharePoint 2010 Search Enhancements<br /><ul><li>Search-driven navigation
    • 29. Document preview
    • 30. Search Suggestions while typing
    • 31. Did you mean suggestions
    • 32. Federated Results
    • 33. More… </li></li></ul><li>The Value of SharePoint Search<br />
    • 34. The SharePoint 2010 Enterprise Search Center<br />
    • 35. Optimizing the Out of the Box<br />
    • 36. Focus on What Matters to the End User<br />Search Relevancy<br /><ul><li>Security Trimming
    • 37. Metadata Tagging
    • 38. Exclusions/Crawl Rules</li></ul>User Interface<br /><ul><li>Search Scopes
    • 39. Search Result Styling</li></ul>Content Highlighting<br /><ul><li>Best Bets
    • 40. Thesaurus Files</li></li></ul><li>Relevancy: How SharePoint Scores Your Content<br /><ul><li>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</li></li></ul><li>What You Can Do About It<br />Scope Exclusion Rules<br /><ul><li>Hide Folders</li></ul>Crawl Rules<br /><ul><li>Hide System Pages & Other Content</li></ul>Relevance Tuning for SharePoint 2010 Search<br /><ul><li>Managed Property Weighting
    • 54. Free Tool In Codeplex- http://searchrelevancy.codeplex.com/</li></ul>Relevance Tuning for FAST<br /><ul><li>Rank Profiles
    • 55. Keyword-Driven Rank
    • 56. Static Rank
    • 57. Dynamic Rank
    • 58. Linguistic Relevance</li></li></ul><li>Visual How To: Configure Scope Exclusions<br />
    • 59. Visual How To: Configure Crawl Rules<br />
    • 60. User Interface: Search Scopes<br />
    • 61. User Interface: Search Result Styling<br />
    • 62. User Interface: Search Result Styling<br />
    • 63. User Interface: Metadata Searching<br />
    • 64. Leveraging the Search Core Results Web Part<br />
    • 65. Rollup Options: Content Query Web Part<br />Provides a granular query language<br />Polls live data<br />Security trimmed/Audience filtered<br />Styling requires touching system XSLT<br />No paging support<br />Can be slow<br />Restricted to site collection<br />
    • 66. Rollup Options: Search Core Results Web Part<br />Can aggregate any searchable content<br />Can be styled on per instance basis<br />Paging Support<br />Highly performant<br />Security trimmed/Audience filtered<br />Data must be indexed<br />
    • 67. Leveraging Search Core Results<br />
    • 68. Custom XSLT in 4 Easy Steps<br />Get “Raw” Results XML from SCRWP<br /><ul><li>Save it as a file
    • 69. Import XML file as a data source in SPD</li></ul>Configure Data View Web Part<br /><ul><li>Set XML file as DVWP data source</li></ul>Customize XSLT<br /><ul><li>Use WYSIWYG editor to configure DVWP layout</li></ul>Deploy Custom XSLT<br /><ul><li>Copy XSLT from DVWP back to SCRWP
    • 70. Close the page in SPD without saving to avoid un-ghosting</li></li></ul><li>Visual How To: Custom XSLT Using DVWP<br /><?xml version="1.0" encoding="UTF-8"?><br /><xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"><br /><xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/><br /><xsl:template match="/"><br /><xmp><xsl:copy-of select="*"/></xmp><br /></xsl:template><br /></xsl:stylesheet><br />Screen captures courtesy of Patrick Tisseghem’s Blog Post:<br />“Custom XSLT for the Search Core Results Web Part”<br />http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669<br />
    • 71. Building your own Search Results Web Part<br />
    • 72. Building your own Search Results Web Part<br />What?<br /><ul><li>Tailor search results web part to meet specific needs</li></ul>Why?<br /><ul><li>OOB search results web part does not offer full wild card search & custom sort options</li></ul>How?<br /><ul><li>Either extend OOB search results web part
    • 73. Build your own using “FullTextSqlQuery” object</li></ul>The Query:<br />AND (ContentTypeName='Ratings' ORContentTypeName='Review‘) <br />AND (CONTAINS(url, '/getinsurance/auto')) <br />ORDER BY Write DESC<br />
    • 74. Need to build your own Search Results Web Part<br />Why?<br /><ul><li>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})</li></li></ul><li>Excluding parts of Pages from Crawl<br />
    • 82. Excluding parts of Pages from Crawl<br />What?<br /><ul><li>Partial Page Exclusion</li></ul>Why?<br /><ul><li>Accurate Search Results</li></ul>How?<br /><ul><li>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</li></ul>Page Content<br />
    • 85. Exploring Other Search Features<br />
    • 86. Other Features of SharePoint Search<br />RSS Feeds and Alerts<br /><ul><li>Tailor search result feeds to meet specific interests</li></ul>Best Bets<br /><ul><li>Target search result delivery and highlight priority content</li></ul>Federated Search<br /><ul><li>Deliver a Search Center that is a one-stop search solution</li></ul>Query Logs<br /><ul><li>Tune site structure, metadata, and best bets through data mining</li></li></ul><li>Other Search Features: RSS Feeds and Alerts<br />
    • 87. Other Search Features: Best Bets<br />=<br />
    • 88. Other Search Features: Federated Search<br />
    • 89. Other Search Features: Query Logs<br />
    • 90. Crawling PDF files and TIFF Images<br />PDF Files<br />Install the 64-bit Adobe PDF iFilter on Indexing Server(s)<br />Add a new file type for ‘pdf’ in the File Type interface under the Search Service Application within Central Administration<br />Make the required RegEdit changes<br />Perform an IISRESET & restart the search services<br />TIFF Images using Optical Character Recognition<br />Add Windows TIFF iFilter feature to Indexing Server(s)<br />Enable TIFF OCR scanning through group policy on the indexing server<br />Force TIFF IFilter to OCR every page in a TIFF document (Optional)<br />Reboot the server and kick a full crawl<br />
    • 91. Life in the FAST Lane<br />
    • 92. FAST for SharePoint 2010<br />
    • 93. FAST for SharePoint 2010<br />
    • 94. FAST for SharePoint 2010<br />
    • 95. When to Use FAST<br />Use FAST if…<br /><ul><li>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</li></ul>Do Not Use FAST if…<br /><ul><li>Content is static
    • 99. Budget constraints</li></li></ul><li>Ironworks Blogs<br />Fit & Finish: Insight from the Ironworks User Experience Group<br />http://fitandfinish.ironworks.com/<br />Under the Hood: Insight from the Ironworks Technology Group<br />http://underthehood.ironworks.com/<br />Contact<br />For further information about Microsoft SharePoint services at Ironworks, please contact <br />Keith Long: klong@ironworks.com<br />Q&A<br />
    • 100. Referenced Resources<br />Find It All with SharePoint Enterprise Search<br /><ul><li>http://technet.microsoft.com/en-us/magazine/2007.01.search.aspx</li></ul>Using a Search Center in Office SharePoint Server 2007<br /><ul><li>http://media.mindsharp.com/PDFs/Using_a_Search_Center_in_MOSS07.pdf</li></ul>MOSS Faceted Search Solution on CodePlex<br /><ul><li>http://facetedsearch.codeplex.com/</li></ul>Custom XSLT for the Search Core Results Web Part<br /><ul><li>http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669</li></ul>Federated Search Overview<br /><ul><li>http://msdn.microsoft.com/en-us/library/cc806030.aspx</li></ul>SharePoint 2010 Enterprise Search<br /><ul><li>http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/default.aspx</li></ul>FAST Search Server 2010<br /><ul><li>http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/Fast-Search.aspx</li></li></ul><li>Final Notes<br />Presenter Contact Information:<br />Chaitu Madala<br />SharePoint Architect, Ironworks Consulting<br />cmadala@ironworks.com<br />LinkedIn: http://www.linkedin.com/in/cmadala<br />Under The Hood Blog: http://underthehood.ironworks.com<br />Good Bad Technology: http://goodbadtechnology.blogspot.com<br />

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