Implementing Enterprise Search in SharePoint 2010


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  • The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one
  • Implementing Enterprise Search in SharePoint 2010

    1. 1. Implementing Enterprise Searchin SharePoint 2010<br />Ágnes Molnár<br />SharePoint Server MVP,<br />Senior Solutions Consultant<br />
    2. 2. About the Speaker...<br />Ágnes Molnár<br />SharePoint Server MVP<br />Senior Solutions Consultant, BA Insight<br />Budapest, Hungary<br /><br />E-mail:<br />Twitter: @molnaragnes<br />
    3. 3. Sessions<br />
    4. 4. Enterprise Search<br />Search Technology that your organization owns and controls<br />There’s usually a right document<br />Security is critical<br />Taxonomies and vocabularies are important<br />Dates are important<br />Corporate data has structure<br />
    5. 5. Enterprise Search Benefits<br />Benefitst to the Users<br />Find quickly what employees and customers are looking for<br />Financial Benefits (ROI)<br />Helping employees to find information faster<br />Saves time by not having employees recreate content that already exist<br />Helping customers to find things to buy quicker<br />Suggest additional related products<br />Reduces support costs by self-service services<br />
    6. 6. Enterprise Search Benefits<br />Strategic Benefits (BI)<br />Learning what users are looking for<br />Finding what they are not finding (mispellings, vocabulary mismatch, non-existing content, etc.)<br />Checking what searches are coming from important customers<br />Learn things about your data you didn’t know<br />Check if terminology that content owners are using is matchingup with the search terms being used<br />Improving site navigation<br />More consistent compliance<br />
    7. 7. The Anatomy of Search<br />7<br />Source:<br />
    8. 8. Search Technology Concept<br />Concepts <br />Search Center - UI for users to issue queries and interact with results<br />OpenSearch Source<br />Query Object Model<br />Query Servers- Accept query requests from users and return results<br />Query Servers<br />Query Federation - Return results from non-SharePoint Indexes<br />Index Partition<br />Indexing - Extract information from items to enable efficient matching<br />Indexer<br />Index Partition - Subset of the overall index<br />Crawling- Traverse URL space to record items in search catalog<br />Crawler<br />Connectors- Know how to process different content sources<br />Content Sources - Host the content<br />Content<br />Content<br />Content<br />
    9. 9. SP2010 Search Improvements<br />Architecture: <br />Service Applications<br />Enterprise Scale-out (up to 100M docs)<br />Connectors for LOB Systems<br />PowerShell support<br />Query:<br />Boolean Qery Syntax<br />Prefix Matching<br />Suggestion while Typing<br />
    10. 10. SP2010 Search Improvements<br />Results:<br />New, rich User Interface<br />Refinement Panel<br />Improved People Search<br />Enhanced relevance<br />
    11. 11. SP 2010 Content Sources<br />11<br />SharePoint sites<br />File Share<br />Business Data<br />Website<br />Exchange Public Folder<br />Lotus Notes database<br />...<br />OpenSearch Source<br />Query Object Model<br />Query Servers<br />Index Partition<br />Indexer<br />Crawler<br />Content<br />Content<br />Content<br />
    12. 12. SP 2010 Scopes<br />12<br />Refine the queries<br />Scope Rules<br />Web address<br />Property query<br />Content source<br />All content<br />Scope operations:<br />Include<br />Require<br />Exclude<br />OpenSearch Source<br />Query Object Model<br />Query Servers<br />Index Partition<br />Indexer<br />Crawler<br />Content<br />Content<br />Content<br />
    13. 13. SP2010 Search Federation<br />Using remote index for SharePoint queries<br />Prefix match<br />For example: „weather”<br />Pattern match<br />For example: email query (^([w-.]+)@([w-]+.)+ ([a-zA-Z]{2,4})$)<br />Location Type:<br />SharePoint Search Index<br />FAST Index<br />OpenSearch 1.0/1.1<br />OpenSearch Source<br />Query Object Model<br />Query Servers<br />Index Partition<br />Indexer<br />Crawler<br />Content<br />Content<br />Content<br />13<br />
    14. 14. SP 2010 Search Federation<br />14<br />Features (cont.)<br />Query Template<br />{searchTerms} scope:Documents<br />{searchTerms} type:.doc type:.docx type:.docm<br />„More Results” link Template<br />Results formatting (XSL)<br />Usage restrictions (for sites)<br />Custom Credentials<br />
    15. 15. SP 2010 Search Federation<br />YES<br />NO<br />remote site’s robots.txt blocks SharePoint’s crawler<br />you need results only with specific keywords and/or keyword patterns in the query<br />content changes very often, immediately crawling needed<br />queries under different security context<br />infrequently queried contents<br />>500 content sources<br />You don’t have enough bandwith<br />content changes very often, but immediately crawling NOT needed<br />content that is not indexed by the remote server<br />remote server does not return with RSS or Atom (OpenSearch 1.0/1.1)<br />15<br />
    16. 16. Federated Location Connectors<br />16<br /><br />
    17. 17. FAST Search Server for SharePoint 2010<br />
    18. 18. FAST Search Server 2010 for SharePoint<br />Extra Capabilities:<br />Thumbnails + Previews<br />Visual Best Bets<br />Deep Refiners with counts<br />User context from User Profile<br />Sorting on any property<br />Similar search<br />Extreme scale-out (up to >500M docs)<br />Content processing pipeline<br />Entity extraction<br />Easy configuration (user context, visual best bets, promotion/demotion, sorting, refinement)<br />18<br />
    19. 19. FAST Search Server 2010 for SharePoint<br />„I’m a salesman. What should I know about ERP systems?”<br />„I’m an IT Consultant. What should I know about ERP systems?”<br />19<br />
    20. 20. Thank you!<br /><br />Twitter:@molnaragnes<br />Blog:<br />