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Find Information Faster Using SharePoint 2010 Search

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  • 1. Find Information Faster Using SharePoint 2010 Search SharePoint 2010 Prepared By: Suzanne George Suzanne.George@perficient.com Sr. Architect Perficient - Microsoft West Region
  • 2. About PerficientPerficient is a leading information technology consulting firm serving clientsthroughout North America.We help clients implement business-driven technology solutions that integratebusiness processes, improve worker productivity, increase customer loyalty andcreate a more agile enterprise to better respond to new business opportunities.
  • 3. Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2010 Revenue of $215 million Major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, Southern California, St. Louis and Toronto Global delivery centers in China, Europe and India 1,800+ colleagues Dedicated solution practices 85% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards
  • 4. Our Solutions Expertise & ServicesBusiness-Driven Solutions Perficient Services• Enterprise Portals  End-to-End Solution Delivery• SOA and Business Process Mgmt  IT Strategic Consulting• Business Intelligence  IT Architecture Planning• User-Centered Custom Applications  Business Process & Workflow• Interactive Design Consulting• CRM Solutions  Usability and UI Consulting• Enterprise Performance Management  Custom Application Development• Customer Self-Service  Offshore Development• eCommerce & Product Information  Package Selection, Implementation Management and Integration• Enterprise Content Management  Architecture & Application Migrations• Management Consulting  Education• Industry-Specific Solutions  Interactive Design• Mobile Technology• Security Assessments Perficient brings deep solutions expertise and offers a complete set of flexible services to help clients implement business-driven IT solutions
  • 5. Suzanne GeorgeFor further information, please contact:Suzanne GeorgeSuzanne.George@perficient.comSr. Technical ArchitectPerficient - Microsoft West RegionTwitter: spgenieBooks co-authored: Microsoft® SharePoint® 2010 Administrators Companion The SharePoint 2010 Handbook: A Collection of Short Chapters for Delivering Successful SharePoint Projects 5
  • 6. Agenda• SharePoint 2010 Search Overview• Search Architecture• Why use Search• Search Web Parts• Preparing to Customize Search• Customizing Search• Search Summary• Search Tips 6
  • 7. SharePoint 2010 Search Overview..The more you understand the new features of SharePointand its improvements/features the happier users will be.• Key point to remember – SharePoint is an enabling framework which connects the Microsoft Product line such as SQL Server, Project Server, etc.• SharePoint Search Versions – SharePoint Foundation Search • Basic Site Search, Indexing Sites, Limited UI Administration • Limited to Single Site Collection – Search Server Express • Basic Site Search, Indexing Sites, Index External Content, Query Federation, Limited UI-Administration – SharePoint Search Server • Basic Site Search, Indexing Sites, Index External Content, People Search, Query Federation, UI-Administration, Best Bets – SharePoint FAST Search • Basic Site Search, Indexing Sites, Index External Content, People Search, Query Federation, UI-Administration, Visual Best Bets, Document Preview • FAST Query Language, Role-Base Ranking and Refinement • Scalable 7
  • 8. SharePoint 2010 Search Architecture..Search Architecture.http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=20066 8
  • 9. Why use Search?Microsoft SharePoint Search is optimized toreturn results quickly. By utilizing searchcomponents, expensive queries to the databaseare reduced.• Improving Search Queries – Content Types • Organize Content into Groups – Managed Metadata • Apply Metadata Properties to Items, Pages, etc. – Search Metadata Properties • Content Metadata Exposed through Search• Search Web Parts – Content Query • Search Content and Display – Search Results Page • Core Results • Refinement Panel • Best Bets – Table Of Contents• Web Analytics – Summarize Top Queries• Can you find the ‘Core Results Web Part’? 9
  • 10. Search Web Parts 10
  • 11. Preparing to Customize SearchCustomizing SharePoint 2010 SearchComponents doesn’t require extensiveprogramming skills! The key is organized,searchable content.• Content Types – Centralize Content Types using Content Type Hub • Site Actions -> Site Settings -> Site Content Types • Group custom types into New Group • Name Content Types consistently• Managed Metadata – Setup Managed Metadata Service – Add Managed Metadata – Add Managed Metadata Property to List• Search Metadata Properties – Central Administration -> Manage Service Applications -> Search Service Application -> Metadata Properties – Once added to a full crawl of the content source 11
  • 12. Customizing SearchThe Goal: Users should be able to find contentwithin 3 clicks!• Ensure Search results has relevant information displayed so user can find the appropriate document. – Customize Core Results – Modify Refiners• Utilize the URL and Search Query Syntax – isDocument (0 or 1) – ContentClass • STS_Site, STS_Web, STS_List, STS_ListItem, STS_List_{Type}, STS_ListItem_{Type} • Type can be DocumentLibrary, Events, Tasks, Announcements, DiscussionBoard, Contacts, Links, PictureLibrary – Search by Content Type• Link custom dashboards to Search Results• Use SharePoint Search Best Bets to direct users to specific locations 12
  • 13. Search ReportingWhat are users clicking on?• Use web analytics reports to find out what users are clicking on, best bet suggestions, failed queries, etc. 13
  • 14. Search SummaryMicrosoft SharePoint Search is a large product and can ensureyour users are able to find content.• Search doesn’t have to be planned out day 1 – but your content should be.• Use Web Analytics Reports to review search and make adjustments as the users needs change.• Ensure the search architecture is capable and redundant. Have your front end servers (WFEs) also act as query servers and have an application server(s) perform indexing functions.• Be mindful of search database size, if you are going to index file systems, Lotus Notes, or other external content.• Place search on separate storage if available to ensure optimal performance.• Review search error logs (Central Administration) periodically to ensure content is crawled successfully. 14
  • 15. Search TipsMicrosoft SharePoint Search is a large product and can ensureyour users are able to find content.• How to use Metadata as search parameter. http://www.mssharepointtips.com/tip.asp?id=1190• Target search results with keyword search http://sharepoint.microsoft.com/Blogs/GetThePoint/List s/Posts/Post.aspx?ID=230• Adding search refinements http://www.ableblue.com/blog/archive/2009/12/09/add ing-search-refinements-in-sharepoint-2010/ http://www.sharepointanalysthq.com/tag/refinement- panel/• Customizing the Core Results Web Part XSLT http://littletalk.wordpress.com/2011/08/26/customizing -search-core-result-xslt-in-sharepoint-2010/ http://msdn.microsoft.com/en-us/library/ff630941.aspx• Create custom tabs in Search Center http://msdn.microsoft.com/en- us/library/bb428855(v=office.12).aspx• A great PowerPoint on End User Adoption https://skydrive.live.com/view.aspx?cid=D70E59A936F A955F&resid=D70E59A936FA955F%212560 15
  • 16. Thank you!For further information, please contact:Suzanne GeorgeSuzanne.George@perficient.comSr. ArchitectPerficient - Microsoft West RegionTwitter: spgenieURL for slides: http://www.slideshare.net/perficientinc/find-information-faster-using-share- point-2010-searchBooks co-authored: Microsoft® SharePoint® 2010 Administrators Companion The SharePoint 2010 Handbook: A Collection of Short Chapters for Delivering Successful SharePoint Projects 16
  • 17. Client RosterPartial Client List 17