Leverage Search and Customize to your Brand within SharePoint 2010

Search Your Way to Success
Leverage Search and Customize to your Brand within SharePoint 2010

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
Background in SharePoint, WCF, Windows Workflow, InfoPath Forms Services, ASP.NET, ADO.NET, XML, XSLT, AJAX, JavaScript, and SQL
Numerous SharePoint engagements: Extranets, Intranets, Publicly-Facing Web Sites, Enterprise Search, Document Management, Web Part Development, and Custom Applications
Bachelor of Science in Computer Science
Microsoft Certified Professional (MCP) for SharePoint 2010
Microsoft Certified Technology Specialist (MCTS) for MOSS 2007
Brainbench Certified in SPS 2003, C# & ASP.NET

Ironworks Introduction

Ironworks Introduction
Key Facts:
Started in 2001
250 Employees
Offices in Richmond (HQ), Washington DC, Raleigh, Charlotte, Atlanta, Minneapolis
Key Industries: Healthcare, Government, Not for Profit and Financial Services
Project-based technology consulting firm with key strengths in:
Enterprise Content Management / Portal Integration
Business Intelligence
PMO / Management Consulting
Interactive User-Centric Design
Key Differentiators:
Competitive Rates, Senior Resources, Loyal Clients, Results and Delivery Driven

SharePoint Clients

Agenda
The Value of SharePoint Search
Optimizing the Out of the Box
Leveraging the Search Core Results Web Part
Building your own Search Results Web Part
Excluding parts of Pages from Crawl
Exploring Other Search Features
Crawling PDF files and TIFF Images (Optical Character Recognition)
Life in the FAST Lane
Q & A

Why Focus on SharePoint Search?
Search is an Easy Win
Improve content “Findability”
Users understand search
Does not require SharePoint content
Other Benefits of Search
Efficient cross-site content rollup
Query logs allow data mining
SharePoint 2010 Search Enhancements
Search-driven navigation
Document preview
Search Suggestions while typing
Did you mean suggestions
Federated Results
More…

The SharePoint 2010 Enterprise Search Center

Optimizing the Out of the Box

Focus on What Matters to the End User
Search Relevancy
Security Trimming
Metadata Tagging
Exclusions/Crawl Rules
User Interface
Search Scopes
Search Result Styling
Content Highlighting
Best Bets
Thesaurus Files

Relevancy: How SharePoint Scores Your Content
Click Distance from Authoritative Sites
Shorter distance more relevant
Anchor Text Hyperlinks to Content
URL Depth
Results higher in hierarchy more relevant
URL Matching
Metadata Extraction
File Type Biasing
PPT more relevant than XLS
Text Analysis
Matching Terms, Term Frequency, Term Variants
Star Ratings
Social Behavior
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
Free Tool In Codeplex- http://searchrelevancy.codeplex.com/
Relevance Tuning for FAST
Rank Profiles
Keyword-Driven Rank
Static Rank
Dynamic Rank
Linguistic Relevance

Visual How To: Configure Scope Exclusions

Visual How To: Configure Crawl Rules

User Interface: Search Scopes

User Interface: Search Result Styling

User Interface: Metadata Searching

Leveraging the Search Core Results Web Part

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

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

Leveraging Search Core Results

Custom XSLT in 4 Easy Steps
Get “Raw” Results XML from SCRWP
Save it as a file
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
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

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
Build your own using “FullTextSqlQuery” object
The Query:
AND (ContentTypeName='Ratings' ORContentTypeName='Review‘)
AND (CONTAINS(url, '/getinsurance/auto'))
ORDER BY Write DESC

Need to build your own Search Results Web Part
Why?
OOB Search Core Results Web Part does not offer full wild card search
Ex: Share* is permitted but not *hare*
OOB Search Core Results Web Part does not offer custom sort options
SharePoint determines relevancy and it offers sort options on relevancy and modified date fields only
Add your own criteria
Ex 1: Randomize Results
Ex 2: Add Today’s date support.
Get Calendar events that occur in the future. (StartDate > {Today})

What?
Partial Page Exclusion
Why?
Accurate Search Results
How?
No OOB Solution
Needs development of a custom control
We did it & posted it - http://underthehood.ironworks.com/2010/05/sharepoint-search-partial-page-exclusion.html
Page Content

Exploring Other Search Features

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

Other Search Features: Best Bets
=

Other Search Features: Federated Search

Other Search Features: Query Logs

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

Life in the FAST Lane

FAST for SharePoint 2010

When to Use FAST
Use FAST if…
Require user experience enhancements
Have high volumes of content that update frequently
Require almost real time incremental indexing
Need to automate content processing
Do Not Use FAST if…
Content is static
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

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

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Leverage Search and Customize to your Brand within SharePoint 2010

by Chaitu Madala on Aug 14, 2011

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