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SharePoint NYC search presentation

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SharePoint search presentation

SharePoint search presentation

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  • 1. SharePoint and Search New York 2013
  • 2. Speaker? • JavierBarrera.com | javier.barrera@rackspace.com | @jtbarrera • SharePoint Manager | Architect • Books: – Microsoft SharePoint 2013 Administration Inside Out – Microsoft SharePoint 2013 Inside Out – Professional SharePoint 2013 Administration – Beginning SharePoint 2013: Building Business Solutions (Tech Editor)
  • 3. Agenda • Search Versions • Common Components in Search • SharePoint Search Components • Result Pages • Search Reports
  • 4. Feature SharePoint Foundation 2010 Search Server 2010 Express SharePoint Server 2010 Basic site search Y Y Y Best Bets Y Y Search Scopes Y Y Alerts for Search Results Y* Y* Y* Advanced Search Page Y Y Crawled and Managed Properties Y Y Query Federation Y Y Relevancy Tuning by Document or Site Promotions Y Y Shallow Results Refinement Y Y People Search Y Multi-Tenant Hosting Y SharePoint Search Versions Feature SharePoint Foundation 2010 Search Server 2010 Express Search Server 2010 SharePoint Server 2010 Basic site search Y Y Y Y Best Bets Y Y Y Duplicate Results Y Y Y Y Search Scopes Y Y Y RSS Feeds for Search Results Y Y Y Y Alerts for Search Results Y* Y* Y* Y* Advanced Search Page Y Y Y Crawled and Managed Properties Y Y Y Query Federation Y Y Y Query Suggestions Y Y Y Relevancy Tuning by Document or Site Promotions Y Y Y Shallow Results Refinement Y Y Y Windows 7 Federation Y Y Y People Search Y Phonetic Name Search*** Y Nickname Search*** Y Self Search Y Social Search Y Taxonomy Integration Y Multi-Tenant Hosting Y
  • 5. Version Common Questions • What do I get installing Search Server to SharePoint Server? • Nothing. It can not be done. Search Server is a piece of SharePoint Server overall product.
  • 6. Version Common Questions • Is Search Sever the same as SharePoint Search Express? • Kinda and no. SharePoint Search Express is Foundation plus search components, but you can not scale. Search server and SharePoint server allow scaling and redundancy.
  • 7. Version Common Questions • So what is SharePoint Search Express? • SharePoint Search Express is Foundation with search components added on. You can not scale and it does not have all feature set of SharePoint Server.
  • 8. COMMON COMPONENTS IN SEARCH
  • 9. Reading a Search URL http://sharepoint/sites/search/Pages/resul ts.aspx?k=travel%20request&r=fileextensio n%3D%22doc%22%20fileextension%3D%2 2docm%22%20fileextension%3D%22docx %22%20fileextension%3D%22dot%22%20f ileextension%3D%22nws%22%20author%3 D%22Javier%2E%20Barrera%22
  • 10. Search URL Decoded http://sharepoint/sites/search/Pages/r esults.aspx?k=travel request&r=fileextension="doc" fileextension="docm" fileextension="docx" fileextension="dot" fileextension="nws" author="Javier.Barrera“
  • 11. Search URL Decoded http://sharepoint/sites/search/Pages/results.asp x?k=travel request&r=fileextension="doc" fileextension="docm" fileextension="docx" fileextension="dot" fileextension="nws" author="Javier.Barrera“ k=Travel request
  • 12. Search URL Decoded http://sharepoint/sites/search/Pages/results.asp x?k=travel request&r=fileextension="doc" fileextension="docm" fileextension="docx" fileextension="dot" fileextension="nws" author="Javier.Barrera“ k=Travel request r=Any Word document
  • 13. Search URL Decoded http://sharepoint/sites/search/Pages/results.asp x?k=travel request&r=fileextension="doc" fileextension="docm" fileextension="docx" fileextension="dot" fileextension="nws" author="Javier.Barrera“ k=Travel request r=Any Word document Author=Javier.Barrera
  • 14. Security trimming • Search will retrieve all information then automatically trim the results depending on your AD credentials. • Remember to use site collections to further segregate data • Security trimming will work on other reouces that can searched if they use AD (e.g. file share, exchange…) • Will not work with external data (leverage secure store service application) • Develop custom security trimmer
  • 15. Search in Action http://sharepointgeorge.com
  • 16. Topology: Admin • Controls all aspects of the search service • Manages the SharePoint Search Topology • Can not be made redundant or moved • Passive but vital piece • Search will still function if offline, but it… – Starts crawls – Contains crawl configuration – Reassigns crawl tasks as needed
  • 17. Topology: Crawl • It is NOT your index • Stateless • Connects to content source(s) • Generates index then passes it to Query (only very small pieces of index at any one time) • Extract metadata then passes it to property database • Tracks what has been crawled and what needs to be crawled • Each crawler component can have multiple databases • Single crawl server can host multiple crawler components • By default only one per service application • Auto balances it multiple unless host distribution is used
  • 18. Topology: Index Partition • Index partition does not hold the index • Query component holds the index • To scale use multiple index partitions • Each new index requires new query server • Max 100 Million items per partition • Each partition can have multiple mirror queries and fail-over queries
  • 19. Topology: Databases • Administration Database: handles Admin topology • Crawl Database(s): Associated with Crawl topology • Property Database – Independent of all others – Associated with Partition Index topology – Used to store metadata extracted by crawler – Can create multiple property databases of move to another SQL server when a bottleneck
  • 20. Foundation Configuration • Unique Managed Account: User policy at full read • NTLM auth to SQL server • Configure Index schedule • Setting indexer as needed
  • 21. SHAREPOINT SERVER COMPONENTS
  • 22. Content Sources • SharePoint Sites • Other Web Sites • File Shares • Exchange Public Folder • Line of Business Data (BDC) • Custom Repository
  • 23. Crawl Rules • Default action is to crawl everything • Rules can be created to include/exclude specific resources • Rules can also let you specify credential set – Default search set credentials – Different content access account – Client certificate – Form credentials – Cookie
  • 24. File types • Most common file types are already set • If file type is not listed it will be ignored by search • PDF is not setup by default – Adobe iFilter is free but single thread – Manually add in PDF icon – Manually add PDF registry entries to crawler server
  • 25. Crawler Impact Rule • Used when searching against external resources to SharePoint • Can limit or extend simultaneous requests (default 8) • Can request one document with specified wait time
  • 26. QUERIES AND RESULTS
  • 27. Scopes • Used by User to Narrow Search Parameter • Custom Scopes can be Created – Specific web address – Specific property – Specific content source – Everything (default) • Rules in scope can be used to exclude or include specific information
  • 28. Authoritative Pages • Adds additional weight to specified pages so they show up higher in results • Multiple levels of authority can be specified • Sites can also be weighted down to lower importance (not pages but entire sites)
  • 29. Keywords (AKA Best Bets) • Configuration at SharePoint site level – Site actions>site settings>site collection administration>search keywords • Create top level search result items when specific keyword is requested • Synonyms can be specified • Multiple best bets items can be returned in specified order • Dates of review/start/expire can be specified
  • 30. Federated • Allows search to incorporate other search results form query • Predefined additional federated sources can be added (internal or external) • Custom federated sources can be added (internal or external)
  • 31. Search Removal • Allows specified pages to be immediately removed from search results • Better method is to set proper permissions but this will only change during next crawl
  • 32. SEARCH REPORTS
  • 33. Administrative Reports • Reports to track Search performance • Set baselines when first creating farm • Important reports to Track: – QueryLatencyTrend – SharePointBackendQueryLatency
  • 34. Web analytics • Displays information on actual search terms by users • Track search trends • Set up informative ‘Best Bets’ • Optimize site collections for data retrieval
  • 35. SharePoint 2013 • Thumbnail Preview • Better result refinement • Result Blocks • Individualized search results • Overall search refinements over time • Query Rules (replace best bets) • Continuous Crawls
  • 36. Housekeeping • Please remember to turn in your filled out bingo cards and event evaluations for prizes. • SharePint is sponsored by Slalom at Whiskey Trader (Between 55th and 56th on 6th Avenue). • Follow SharePoint Saturday New York City on Twitter @spsnyc and hashtag #spsnyc
  • 37. Thanks to Our Sponsors!
  • 38. Questions/Resources/Credits • Any Questions? • Speaker: Javier Barrera | @jtbarrera | javier.barrera@rackspace.com Getting Started with Enterprise Search in SharePoint 2010 Products http://goo.gl/FsXFg URL Decoder/Encoder http://goo.gl/wtjUz Configuring Enterprise Search in SharePoint 2010 http://goo.gl/qKcy8 Searching External Data in SharePoint 2010 Using Business Connectivity Services http://goo.gl/stQQL SharePoint 2010 Search, Best Bets, and You http://goo.gl/ZqBDk SharePoint 2010 - Configuring Adobe PDF iFilter 9 for 64-bit platforms http://goo.gl/cOhNK