Searching Business Data With Moss 2007 Enterprise Search 2
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Searching Business Data With Moss 2007 Enterprise Search 2

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Slides from my talk on Searching Business Data with Enterprise Search. Given at Tulsa School of Dev 2008 and Tulsa TechFest 2007.

Slides from my talk on Searching Business Data with Enterprise Search. Given at Tulsa School of Dev 2008 and Tulsa TechFest 2007.

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  • Maybe mention BDC List Web Part, etc.
  • Security issues can be troubleshot via Event Log and SharePoint logs.
  • UniqueId can be faked with proper queries.
  • Give basic tips for setting up a search and recommend starting with a minimal set of records.
  • Demo the use of BDC Tools, the MetaData Model and the Import Process
  • Demo setting up a content source and start a crawl.
  • Map a Property for the column Size and recrawl.
  • Demo the use of BDC Tools, the MetaData Model and the Import Process


  • 1. Searching Business Data with MOSS 2007 Enterprise Search
    Presenter: Corey Roth
    Enterprise Consultant
  • 2. Corey Roth
    Consultant for Stonebridge
    Worked in Consumer Electronics, Travel, Advertising, and Energy industries
    Currently doing MOSS development specializing in Enterprise Search
    OSU Graduate
    Microsoft Award for Customer Excellence (ACE) Winner
    Blog: (mirrored on
  • 3. Why Enterprise Search?
    Allows indexing and searching of business data from multiple systems with little or no code.
    Through Business Data Catalog (BDC) can index non-SharePoint applications
    BDC can index data in SQL Server, Web Services, and other database providers
    Can also be used to index Active Directory (People Search)
    Designed to search text – Other data types can work but there are limitations
  • 4. Business Data Catalog
    Abstraction Layer between MOSS and Business Applications
    Provides support for displaying and searching data from databases and web services
    Designed for Readonly access
    Inserts/Updates/Deletes are possible but there are limitations
    Not a replacement for a DAL
  • 5. Security
    Security is required for the following accounts
    Domain Accounts are recommended
    Content Access – Defined in Search Settings; Needs read access to database table; Needs BDC Execute permission
    Shared Service Provider Account – Used for profile pages; Needs BDC Execute/Select in Clients permission
    Administrators – Specify an account with full control or you will run into issues
    End Users – Need BDC Execute/Select in Clients permission
  • 6. Steps
    Create MetaData Model for Business Application
    Import MetaData
    Create Content Source
    Crawl Business Data
    Create Managed Properties and map them to Crawled Properties
    Crawl Business Data (Again)
    Create Search Scope
  • 7. Step 1 - BDC Metadata Model
    XML file which maps entities from databases or web services to the BDC
    Defines default actions when a search result is clicked
    Requires a unique id in the data source*
    Three types of methods
    Finder -Returns all records from a table or view
    SpecificFinder - Returns details for a specific record
    IDEnumerator- Used by Enterprise Search to determine rows to index
  • 8. BDC Metadata Model
    Version Number – Increment every time you import during development
    LobSystemInstance element
    AuthenticationMode – RevertToSelf
    AccessControlList element – Specifies Security (can also do through SSP)
    Action element – Sets a default action (sets a URL to go for that item)
  • 9. BDC Tools
    Tools can be useful for generating XML MetaData schema
    Office SharePoint Server SDK
    BDC Meta Man
    MOSS BDC Design Studio
    Many Others Available Now
  • 10. Start Small
    Crawls over entire tables can take a long time
    Avoid crawling full tables when testing
    Modify Schema file to crawl partial tables
    i.e.: SELECT TOP 50…
  • 11. Demo
  • 12. Step 3 - Content Sources
    Content Sources can map to one or more BDC Application Definition
    Used to start and stop content crawls
    Typically map one application definition to one content source
  • 13. Step 4 - Crawling
    Uses IDEnumerator method to get list of rows to import.
    Calls SpecificFinder method for each Id returned by IDEnumerator
    Stores columns from table or web service as crawled properties
  • 14. Demo
  • 15. Step 5 - Managed Properties
    Out of the box, a search will do a full-text search on all text properties
    Can be used to create advanced search pages
    After first crawl, columns are available as crawled properties
    Map crawled properties to managed properties for more specific searches
    Non-text types are not indexed by default
  • 16. Demo
  • 17. Step 7 - Scopes
    Scopes are used to specify different types of content to search (i.e.: Products, People, Sales, etc.)
    Scopes can be defined by Content Source or Managed Property
    Typically map to a Content Source to make it easier to test application definitions
    Can be displayed in drop down lists in conjunction with the SearchBox web part
  • 18. 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
    Supports keyword search only (no wildcard)
    For wildcard search consider a Search Center Replacement such as Ontolica or write your own search page
  • 19. Keyword Syntax
    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”)
  • 20. Search CenterFeatures Required
    Site Collection Features
    Office SharePoint Server Enterprise Site Collection features – BDC Web Parts
    Office SharePoint Server Search Web Parts – Enterprise Search Web Parts
    Office SharePoint Server Publishing Infrastructure – Not necessarily required unless you want to activate the feature below
    Site Features
    Office SharePoint Server Publishing – Adds Create Site menu item and publishing features (not required but convenient)
  • 21. Search CenterWeb Parts
  • 22. Search CenterCustomization
    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)
  • 23. Deployment and Migration
    MOSS has no built in way to move Enterprise Search settings!
    SharePoint Shared Services Provider Creation (SSSPPC) can help (see blog for more info)
  • 24. References
    Dot Net Mafia Blog
    Office SharePoint Server SDK
    Faceted Search Web Parts
    SharePoint Shared Services Provider Creation
    BDC Meta Man
  • 25. Questions?
  • 26. Thanks
    Corey Roth