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Introduction To Enterprise Search - OKCSUG 2010

Introduction To Enterprise Search - OKCSUG 2010



Slides for my updated Enterprise Search talk using SharePoint 2010. Presented on March 29, 2010 Oklahoma City SharePoint Users Group (OKCSUG).

Slides for my updated Enterprise Search talk using SharePoint 2010. Presented on March 29, 2010 Oklahoma City SharePoint Users Group (OKCSUG).



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  • Demo how to create a content source.
  • Search “Accounting” to see results from SharePoint, File Share, BDCSearch “December” to see results from inside Excel
  • Demo how to set up managed properties.
  • Demo querying search results.Color:”Red”ContentSource:”File Share”Scope:”
  • Search for “Help Desk”Search for “Mike”
  • Demo SearchDemo site. Show managed property and document link handler customizations.DemoFederatedSearch site to show federated results. Search for “Accounting”.Demo WildcardSearch. Search for “Account”.
  • Set up these content sources. Show file types and crawl rules.Login as Jennifer Evans as demonstrate file share search not showing documents.
  • Borrowed from SPC09 slide deck.

Introduction To Enterprise Search - OKCSUG 2010 Introduction To Enterprise Search - OKCSUG 2010 Presentation Transcript

  • Introduction to SharePoint 2010 Enterprise Search
    Corey Roth
    Blog: www.dotnetmafia.com
    Twitter: twitter.com/coreyroth
  • Corey Roth
    Consultant for Stonebridge
    Worked in Consumer Electronics, Travel, Advertising, and Energy industries
    Currently doing SharePoint development specializing in Enterprise Search
    Microsoft Award for Customer Excellence (ACE) Winner
    MCTS: MOSS 2007 Configuring, Developer
    Very active in SharePoint community
    E-mail: coreyroth@gmail.com
    Twitter: twitter.com/coreyroth
    Blog: www.dotnetmafia.com
  • What is Enterprise Search?
    It helps you find your stuff…
  • What is Enterprise Search?
    Enterprise Search is one of Microsoft’s current offerings to do search in the Enterprise
    Included in SharePoint 2010, MOSS 2007
    Also available as a stand alone product (Search Server 2010/ 2008 / Search Server Express)
    Allows for indexing and querying of documents from multiple sources (i.e.: documents, web sites, file shares, Active Directory (people), databases, web services, etc.)
  • Components of Enterprise Search
    Content Sources
    Crawled Properties
    Managed Properties
    File Types
    Crawl Rules
  • Content Sources
    Defines what is being crawled
    Configure a crawl for SharePoint, Web Sites, File Shares, Active Directory, Line of Business Systems (using BCS) etc.
    Specifies a full and incremental crawl schedule
    Can manually start crawls here
  • Search Center
    Out of the box site and web parts for searching and displaying results
    Can be created using the Site Settings menu on the root web site by enabled certain features
    Search Results can be customized using XSLT
    MOSS 2007 supports keyword search only for now (no wildcard) – For wildcard search alternative see wildcardsearch.codeplex.com (no longer necessary in SharePoint 2010)
  • Metadata Properties
    After a full crawl, Crawled Properties are created for any metadata discovered (i.e.: Site Columns, Columns in a database, etc.)
    Properties can be of type text, integer, decimal, date / time, boolean
    Only text properties are included in the index by default
    Managed Property - a property that can be queried on or displayed on the results page
    One or more Crawled Properties can be mapped to a Managed Property
    Managed Properties can be used to define scopes
  • Scopes
    Scopes allow you to predefine subsets of the search index using rules
    Rules can be created by web address, content source, or managed property query (i.e.: Color:”Red”)
    Scopes can be grouped together in Scope Display Groups for use in the Search Center
  • Querying Search
    Used to search by Managed Properties
    Can specify Scopes (Scope:”MyScope”)
    Can be passed via URL to CoreResultsWebPart (k Query String parameter)
    AND implied between each keyword (i.e.: Color:”Red” Size:”M” is the same Color=“Red” AND Size=“M”)
    OR implied when multiple keywords of the same managed property used (i.e.: Color:”Red” Color:”Blue” translates to Color=“Red” OR Color=“Blue”)
    Asterisk can be used to do wildcard searches (SP2010)
    Supports operators such as >, <, >=, <= etc (SP2010)
  • People Search in SharePoint 2010
    Great way to find people in your organization
    Improved in SharePoint 2010
    Support phonetic searching and synonyms
    Gateway to new social features
  • Search Center – Web Parts
    PeopleCoreResultsWebPart – People Search
    RefinementWebPart (new in SharePoint 2010)
  • Search Center - Customization
    CoreResultsWebPart displays search results
    Columns property – XML specifying Managed Properties
    XSL – Transform the HTML output of the search results
    Column names are specified in lower case in XSL (i.e.: Color will be color)
  • Indexing Other Sources
    File Shares
  • Drawbacks of Enterprise Search
    No out of the box Wildcard Search (i.e.: docum*) – Use DotNetMafiaWildcardSearchWebPart – http://wildcardsearch.codeplex.com (MOSS 2007)
    Search Center customizations limited to XSLT
    Advanced Search web part is ugly and not very configurable
    Cannot exclude sections of pages to not be indexed
    Most search web parts are sealed and cannot be inherited from
  • What’s new in 2010?
    Lots of things!
    More Options – Search Server 2010, SharePoint Server 2010, FAST Search Server 2010
    Refinement Web Part
    Keyword Query Syntax Improvements – Wildcards!
    Multiple Index Servers
    Greatly improved People Search
    Common API between SharePoint Search and FAST
  • FAST Search Results
    Visual, Conversational Search
    Sorting on any property
    Scrolling PowerPoint
    Visual Best Bets
    Refinement with counts
    on any property
    Similarity Search
  • Questions?
    Corey Roth
    Blog: www.dotnetmafia.com
    Twitter: twitter.com/coreyroth