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SharePoint and Search
New York 2013
Speaker?
• JavierBarrera.com |
javier.barrera@rackspace.com | @jtbarrera
• SharePoint Manager | Architect
• Books:
– Micro...
Agenda
• Search Versions
• Common Components in Search
• SharePoint Search Components
• Result Pages
• Search Reports
Feature SharePoint
Foundation 2010
Search Server
2010 Express
SharePoint
Server 2010
Basic site search Y Y Y
Best Bets Y Y...
Version Common Questions
• What do I get installing Search Server to
SharePoint Server?
• Nothing. It can not be done. Sea...
Version Common Questions
• Is Search Sever the same as SharePoint
Search Express?
• Kinda and no. SharePoint Search Expres...
Version Common Questions
• So what is SharePoint Search Express?
• SharePoint Search Express is Foundation
with search com...
COMMON COMPONENTS IN SEARCH
Reading a Search URL
http://sharepoint/sites/search/Pages/resul
ts.aspx?k=travel%20request&r=fileextensio
n%3D%22doc%22%20...
Search URL Decoded
http://sharepoint/sites/search/Pages/r
esults.aspx?k=travel
request&r=fileextension="doc"
fileextension...
Search URL Decoded
http://sharepoint/sites/search/Pages/results.asp
x?k=travel request&r=fileextension="doc"
fileextension...
Search URL Decoded
http://sharepoint/sites/search/Pages/results.asp
x?k=travel request&r=fileextension="doc"
fileextension...
Search URL Decoded
http://sharepoint/sites/search/Pages/results.asp
x?k=travel request&r=fileextension="doc"
fileextension...
Security trimming
• Search will retrieve all information then
automatically trim the results depending on your
AD credenti...
Search in Action
http://sharepointgeorge.com
Topology: Admin
• Controls all aspects of the search service
• Manages the SharePoint Search Topology
• Can not be made re...
Topology: Crawl
• It is NOT your index
• Stateless
• Connects to content source(s)
• Generates index then passes it to Que...
Topology: Index Partition
• Index partition does not hold the index
• Query component holds the index
• To scale use multi...
Topology: Databases
• Administration Database: handles Admin
topology
• Crawl Database(s): Associated with Crawl
topology
...
Foundation Configuration
• Unique Managed Account: User policy at full
read
• NTLM auth to SQL server
• Configure Index sc...
SHAREPOINT SERVER
COMPONENTS
Content Sources
• SharePoint Sites
• Other Web Sites
• File Shares
• Exchange Public Folder
• Line of Business Data (BDC)
...
Crawl Rules
• Default action is to crawl everything
• Rules can be created to include/exclude
specific resources
• Rules c...
File types
• Most common file types are already set
• If file type is not listed it will be ignored by
search
• PDF is not...
Crawler Impact Rule
• Used when searching against external
resources to SharePoint
• Can limit or extend simultaneous requ...
QUERIES AND RESULTS
Scopes
• Used by User to Narrow Search Parameter
• Custom Scopes can be Created
– Specific web address
– Specific property...
Authoritative Pages
• Adds additional weight to specified pages so
they show up higher in results
• Multiple levels of aut...
Keywords (AKA Best Bets)
• Configuration at SharePoint site level
– Site actions>site settings>site collection
administrat...
Federated
• Allows search to incorporate other search
results form query
• Predefined additional federated sources can
be ...
Search Removal
• Allows specified pages to be immediately
removed from search results
• Better method is to set proper per...
SEARCH REPORTS
Administrative Reports
• Reports to track Search performance
• Set baselines when first creating farm
• Important reports ...
Web analytics
• Displays information on actual search terms
by users
• Track search trends
• Set up informative ‘Best Bets...
SharePoint 2013
• Thumbnail Preview
• Better result refinement
• Result Blocks
• Individualized search results
• Overall s...
Housekeeping
• Please remember to turn in your filled out
bingo cards and event evaluations for prizes.
• SharePint is spo...
Thanks to Our Sponsors!
Questions/Resources/Credits
• Any Questions?
• Speaker: Javier Barrera | @jtbarrera |
javier.barrera@rackspace.com
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SharePoint NYC search presentation

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Transcript of "SharePoint NYC search presentation"

  1. 1. SharePoint and Search New York 2013
  2. 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. 3. Agenda • Search Versions • Common Components in Search • SharePoint Search Components • Result Pages • Search Reports
  4. 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. 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. 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. 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. 8. COMMON COMPONENTS IN SEARCH
  9. 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. 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. 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. 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. 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. 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. 15. Search in Action http://sharepointgeorge.com
  16. 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. 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. 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. 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. 20. Foundation Configuration • Unique Managed Account: User policy at full read • NTLM auth to SQL server • Configure Index schedule • Setting indexer as needed
  21. 21. SHAREPOINT SERVER COMPONENTS
  22. 22. Content Sources • SharePoint Sites • Other Web Sites • File Shares • Exchange Public Folder • Line of Business Data (BDC) • Custom Repository
  23. 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. 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. 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. 26. QUERIES AND RESULTS
  27. 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. 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. 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. 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. 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. 32. SEARCH REPORTS
  33. 33. Administrative Reports • Reports to track Search performance • Set baselines when first creating farm • Important reports to Track: – QueryLatencyTrend – SharePointBackendQueryLatency
  34. 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. 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. 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. 37. Thanks to Our Sponsors!
  38. 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
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