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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.

Published in: Technology, Design

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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
  • Transcript

    • 1. Searching Business Data with MOSS 2007 Enterprise Search
      Presenter: Corey Roth
      Enterprise Consultant
      Stonebridge
      Blog: www.dotnetmafia.com
    • 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
      E-mail: corey.roth@gmail.com
      Blog: www.dotnetmafia.com (mirrored on sharepointblogs.com)
    • 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
      SearchBox
      CoreResultsWebPart
      BestBets
      Paging
      AdvancedSearch
    • 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
      http://www.dotnetmafia.com
      Office SharePoint Server SDK
      http://msdn2.microsoft.com/en-us/library/ms550992.aspx
      Faceted Search Web Parts
      http://www.codeplex.com/FacetedSearch
      SharePoint Shared Services Provider Creation
      http://www.codeplex.com/SSSPPC
      BDC Meta Man
      http://www.bdcmetaman.com
      Ontolica
      http://www.ontolica.com
    • 25. Questions?
    • 26. Thanks
      Corey Roth
      coreyroth@gmail.com
      www.dotnetmafia.com