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Getting The Most Out Of SP Search SPSTC

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  • John
  • Jeff
  • John
  • John
  • John
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  • John
  • JeffThe more we move that direction the more we are in the realm of findability….finding relevant, meaningful, actionable information…or building it from parts. We are all in the business of making the needle bigger
  • John
  • Get better resultsthrough a search center with hit highlighting, results summaries, related queries, and enhanced relevanceFind information fasterwith metadata-driven refinement, query suggestions, search scopes, and federated results which help pinpoint informationSearch from anywhereIncluding mobile and desktop integration; Office Web Apps speed access to results; enhancements for multi-lingualOne-stop Search CenterScopes, web parts, refinements, best bets, top answers , advanced searchQuery federation brings together results from all over - native support for OpenSearchCore search experienceMetadata, taxonomy and social tags based results refinementImproved did you mean suggestionsNew pre-query and post related query suggestions“View in browser” link (for most office docs)Query syntax – suffix wildcards, Boolean (like micro* for both keywords and property restrictions)Improved relevance rankingNew ingredients: URL fuzzy matching, social tags, results click through, term proximity, extracted metadata, etc.Enhanced multi-lingual supportAutomatic detection of language of many document types and part of documentsSearch language selectionCompound word handling - e.g., Innovationszyklen” and ”innovation“, “zyklen”Improved ranking of documents in multilingual collectionsNew form factorsMobile search from Smartphone browsersDesktop search integration in Windows 7
  • Johnhttp://msdn.microsoft.com/en-us/library/ee558911.aspx
  • John
  • JeffPeople finding experienceFront door to the Office social networkBetter expertise & interest searchEmail mining to bootstrap profiles with interests and colleagues“Address book style” searchPhonetic name matching Nickname matchingRelevance models tuned specifically for people searchMetadata refinement, better hit highlighting, recently authored contentSocial behavior drives search qualityQuery suggestions mined from search logsSearch click through behavior drives relevance rankingSocial tagging drives relevance rankingSelf search - to drive people to participate content
  • JeffIn the enterprise we know that data can be in many places.There are Local Documents and Email, which are usually scattered on the information workers’ computerThere is data on remote pcs and servers (network shares) which people sometimes have as mapped drives on their pcYou also have Department and Team sites where you store information and have collaboration tools available to make your document sharing experience richer.There is also the Corporate Index which hold things like your enterprise portal, give you the ability to search for people’s expertise, and other informationLastly there is the internet, which is where people usually go to look for information that is outside of their organization
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  • Jeff -- Fidelity
  • JohnTime: 2 minutes.Speaker Notes:There are three levels of search customization that cover the spectrum:Configuring out of the box behaviorExtending existing components (e.g. Web Parts)Creating brand new componentsThe actual tools (sharepoint, SPD, VS) are provided as *examples* of the tools that you would work with at each of these levels.
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Getting The Most Out Of SP Search SPSTC Getting The Most Out Of SP Search SPSTC Presentation Transcript

  • Getting The Most Out Of SharePoint Search
  • Most search still sucks
    You can be
    a hero
    with 2010
    Also check out:
    “Why Your SharePoint Search Sucks” by Michal Pisarek @1130am
    Hike on over to CC111
  • Search 101
    Search Experience
    Content – Organizing Your Data
    Customization
    Practical Tips
    Topics
  • John Ross
    MVP SharePoint Server
    Sr. SharePoint Consultant – SharePoint911
    Author
    Professional SharePoint 2010 Branding
    Real World SharePoint 2010
    Professional SharePoint 2010 Administration
    Blog:
    http://www.sharepoint911.com/blogs/john
    Twitter:
    http://twitter.com/johnrossjr
    Orlando, FL
  • Companies often buy SharePoint, but search is an afterthought….but it shouldn’t be!
    Search is often one of the most powerful sources of ROI in SharePoint
    The best part is – it doesn’t take much to do great things with search in SharePoint!
    What is this session all about?
  • Search 101
    Concepts
    Search centerUI for users to issue queries and interact with results
    Query serversAccept queries from users and return results
    Query Servers
    Scale Points
    IndexingExtract information from items to enable efficient matching
    Indexes
    CrawlingCollect content to be made searchable
    Crawlers
    Content sourcesWhere the content lives
    Content
    Content
    Content
  • Search SKUS
  • 8
  • Demo:
    Tour of the SharePoint Search Experience
  • Search Center
    Windows 7 connector
    Related Searches
    Launch in Office Web Apps
    Refinement panel
    Federated results
  • Can be used to perform broad or granular searching
    Free-Text words and phrases
    Boolean Operators*
    Wildcard Operator*
    Inclusion and Exclusion Operators*
    Property Restrictions
    * Means new for SP2010
    Performing queries
  • Property Restriction:
    Product:Gears
    Filetype:pdf
    Boolean Operator
    Gears OR Sprockets
    Wildcard (really just prefix matching)
    Micro*
    Support for complex queries
    (“SharePoint Search” OR “Live Search”) AND (title:”Keyword Syntax” OR title:”Query Syntax”)
    Sample Queries
  • Social / People search
    Phonetic and nickname matching
    Refine by focus, expertise, and other attributes
    Sort by relevance, name or social distance
    Recently authored content
    Expertise identification
  • Desktop and SharePoint search
    My Stuff
    (Desktop Search)
    Find files on your PC
    Work with searchdirectly fromdesktopapplications
    Our Stuff
    (SharePoint Search)
    Enterprise-wide content
    People Search
    Department content
    Team and project info
    Remote PCs
    and servers
    Local documents
    and mail files
    Enterprise content
    Line of Business data
    Together
    Enterprise search experience integrated within Windows 7
    Tie together siloed business applications
  • Federation
    DEMO
  • Search Content Needs Gardeners
  • Metadata
    Metadata is data about your data
    Example: Think about your car…
    Make, Model, Color, Other options
  • Top 4 Organization Tips
    4. Encourage natural hierarchies
    Nest less important sites
    Discourage flat structures
    3. Use natural language for meta-data
    http://sales/emea/presentations/mercedes.doc
    http://sales
    http://products
    http://china
    http://japan
    http://producta
    http://productb
    vs
    vs
    http://products/producta
    http://sales/china
    http://slsemea/p_mcds3.doc
    http://products/productb
    http://sales/japan
  • Top 2 Tips to Organize your Data
    2. Supply copious meta-data
    Authors, Dates, Titles
    Tags
    1. Encourage archiving and garbage collection
    Archive obsolete data
    Delete junk
    Add expiration dates
    Use the noindex tag
  • A Note on Indexing…
    If it’s not indexed, you can’t find it!!
    Crawl as much high-value data as you can afford
    Users often confuse poor ranking with failure-to-index (ie. crawl).
    You can index content from anywhere, not just SharePoint
    May need to use 3rd-party connectors
    (such as BA-Insight’s)
    Mixed Security models can be tricky
  • Customizing the Search Experience
    Out of the box search is like an off the rack suit
    It works well for most
    Many will custom tailoring
    Common Examples
    Customized results
    Refiners
    Search visualization
    Improve usability
    Search driven applications!
  • Customizing the Search Experience
    Custom search web parts, search driven applications
    ….
    Keyword searching, web part configuration, scopes…
    Customize search results, custom refiners,
    …..
  • Quick and high value customization!
    Defined areas of content
    Can be defined in the Service Application or at Site Collection
    Web address
    Property query
    Content source
    * Search scopes are not security
    Search Scopes
  • Scopes
  • Demo:
    Customizing the Search Center
  • Creating scopes is a little different
    http://blogs.msdn.com/b/jorgeni/archive/2010/02/26/search-scopes-in-fast-search-for-sharepoint-part-1.aspx
    http://blogs.msdn.com/b/jorgeni/archive/2010/03/11/search-scopes-in-fast-search-for-sharepoint-part-2.aspx
    Follow these steps to ensure accuracy of results from scopes!
    Have FAST Search for SharePoint?
  • Master Pages and Search
    By Default the Search Centers use Minimal.Master which isn’t great for a number of reasons
    No navigation – at all.
    If you apply ANY other master page to it – it’ll break. Unless you take some extra steps…
  • Nice huh?
  • Tired of the search boxing showing in the breadcrumb when you try to get navigation in your search center?
    Randy Drisgill has a blog post that talks about what is happening:
    http://bit.ly/aXz3BG
    Best option for a fix: SharePoint 2010 Custom Master Page Adapter for Search
    http://sp2010searchadapters.codeplex.com/
    Custom Search Center Master Page
  • Searching on custom metadata
    Does anyone really wants to sit here while I run 40 minutes of crawls?
    Adding your metadata and setting it up to be searched is easy – just not something we can do here.
    http://www.sharepoint911.com/blogs/john/archive/2011/03/18/creating-custom-managed-properties.aspx
  • The Quality Improvement Cycle
  • Identifying the problem queries
    Listen to your users
    Discussions, email, …
    Provide feedback web part that creates a SharePoint list
    Look at the site analytics reports
    Popular queries (which queries should work well)
    Queries that failed (which queries didn’t work well)
    Look at Best Bets
    Hints at which queries need keyword management
    Hints of possible crawl sources
  • Basics of search
    Relevancy is key
    Improving it is easy
    SharePoint Search is a powerful tool but in the hands of a skilled ninja it can be a deadly business weapon….or maybe get you a raise?
    There’s tons of ROI in search!!
    What did we talk about?
  • Q&A
    john@sharepoint911.com
    jeff.fried@ba-insight.net
    34