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Introduction To Enterprise Search - OKCSUG 2010
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Introduction To Enterprise Search - OKCSUG 2010

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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.
  • Transcript

    • 1. Introduction to SharePoint 2010 Enterprise Search
      Corey Roth
      Blog: www.dotnetmafia.com
      Twitter: twitter.com/coreyroth
    • 2. 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
    • 3. What is Enterprise Search?
      It helps you find your stuff…
    • 4. 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.)
    • 5. Components of Enterprise Search
      Content Sources
      Crawled Properties
      Managed Properties
      Scopes
      File Types
      Crawl Rules
    • 6. 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
    • 7. 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)
    • 8. 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
    • 9. 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
    • 10. 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)
    • 11. 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
    • 12. Search Center – Web Parts
      SearchBoxEx
      CoreResultsWebPart
      BestBets
      Paging
      AdvancedSearch
      PeopleCoreResultsWebPart – People Search
      RefinementWebPart (new in SharePoint 2010)
    • 13. 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)
    • 14. Indexing Other Sources
      File Shares
      Database
      People
    • 15. 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
    • 16. 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
    • 17. FAST Search Results
      Visual, Conversational Search
      Sorting on any property
      Scrolling PowerPoint
      Previews
      Visual Best Bets
      Thumbnails
      Refinement with counts
      on any property
      Similarity Search
    • 18. Questions?
      Corey Roth
      Blog: www.dotnetmafia.com
      Twitter: twitter.com/coreyroth