Leverage Search and Customize to your Brand within SharePoint 2010


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Slides from my SharePoint session given on August 12 2011 at SharePoint Saturday The Conference in Washington DC titled "Leverage Search and Customize to your Brand within SharePoint 2010"

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  • The enterprise search capabilities built in to SharePoint provide an easy win for organizations seeking to achieve a quick return on their SharePoint investment. This technical deep dive will include a discussion of search configuration best practices, strategies for maximizing SharePoint’s capabilities, and simple customizations that can take your search experience to the next level
  • Data can be crawled from SharePoint sites, file shares, folder structures or their CMS that users can not get to so easily SharePoint can search data in other sites as well
  • Sites that are nearer to authoritative sites have more relevancy. Authoritative sites can be defined from CAPeople search results are more relevant if the person I am searching for is nearer to me in the hierarchy
  • Linguistic Relevance includes spell checking, synonyms etc..
  • You could be changing the look and feel of CQWPs in other places..
  • Windows Server 2008 R2 provides a TIFF IFilter which can perform OCR on the TIFF  images.   To utilize this feature in SharePoint 2010 you only need to enable the feature in Windows and then make a small group policy update to the server.Able to find text in the compressed files but not in the uncompressed file.One thing to note… OCR is not 100% accurate and depends greatly on the quality of the TIFF image.  Handwriting in a document will have a very low (or zero) recognition rate as will documents that have text on some colored backgrounds.    Even with these limitations, enabling OCR for TIFF images can greatly increase the usability of scanned images in SharePoint.
  • Leverage Search and Customize to your Brand within SharePoint 2010

    1. 1. Search Your Way to Success <br />Leverage Search and Customize to your Brand within SharePoint 2010<br />
    2. 2. About The Presenter<br />Chaitu Madala<br />SharePoint Architect<br />cmadala@ironworks.com<br />Blog: http://www.goodbadtechnology.blogspot.com<br /><ul><li>Over 8 years of experience in development and implementation of web and windows-based IT solutions
    3. 3. Background in SharePoint, WCF, Windows Workflow, InfoPath Forms Services, ASP.NET, ADO.NET, XML, XSLT, AJAX, JavaScript, and SQL
    4. 4. Numerous SharePoint engagements: Extranets, Intranets, Publicly-Facing Web Sites, Enterprise Search, Document Management, Web Part Development, and Custom Applications
    5. 5. Bachelor of Science in Computer Science
    6. 6. Microsoft Certified Professional (MCP) for SharePoint 2010
    7. 7. Microsoft Certified Technology Specialist (MCTS) for MOSS 2007
    8. 8. Brainbench Certified in SPS 2003, C# & ASP.NET</li></li></ul><li>Ironworks Introduction<br />
    9. 9. Ironworks Introduction<br />Key Facts:<br /><ul><li>Started in 2001
    10. 10. 250 Employees
    11. 11. Offices in Richmond (HQ), Washington DC, Raleigh, Charlotte, Atlanta, Minneapolis
    12. 12. Key Industries: Healthcare, Government, Not for Profit and Financial Services</li></ul>Project-based technology consulting firm with key strengths in:<br /><ul><li>Enterprise Content Management / Portal Integration
    13. 13. Business Intelligence
    14. 14. PMO / Management Consulting
    15. 15. Interactive User-Centric Design</li></ul>Key Differentiators: <br /><ul><li>Competitive Rates, Senior Resources, Loyal Clients, Results and Delivery Driven</li></li></ul><li>SharePoint Clients<br />
    16. 16. Agenda<br /><ul><li> The Value of SharePoint Search
    17. 17. Optimizing the Out of the Box
    18. 18. Leveraging the Search Core Results Web Part
    19. 19. Building your own Search Results Web Part
    20. 20. Excluding parts of Pages from Crawl
    21. 21. Exploring Other Search Features
    22. 22. Crawling PDF files and TIFF Images (Optical Character Recognition)
    23. 23. Life in the FAST Lane
    24. 24. Q & A</li></li></ul><li>The Value of SharePoint Search<br />
    25. 25. Why Focus on SharePoint Search?<br />Search is an Easy Win<br /><ul><li>Improve content “Findability”
    26. 26. Users understand search
    27. 27. Does not require SharePoint content</li></ul>Other Benefits of Search<br /><ul><li>Efficient cross-site content rollup
    28. 28. Query logs allow data mining</li></ul>SharePoint 2010 Search Enhancements<br /><ul><li>Search-driven navigation
    29. 29. Document preview
    30. 30. Search Suggestions while typing
    31. 31. Did you mean suggestions
    32. 32. Federated Results
    33. 33. More… </li></li></ul><li>The Value of SharePoint Search<br />
    34. 34. The SharePoint 2010 Enterprise Search Center<br />
    35. 35. Optimizing the Out of the Box<br />
    36. 36. Focus on What Matters to the End User<br />Search Relevancy<br /><ul><li>Security Trimming
    37. 37. Metadata Tagging
    38. 38. Exclusions/Crawl Rules</li></ul>User Interface<br /><ul><li>Search Scopes
    39. 39. Search Result Styling</li></ul>Content Highlighting<br /><ul><li>Best Bets
    40. 40. Thesaurus Files</li></li></ul><li>Relevancy: How SharePoint Scores Your Content<br /><ul><li>Click Distance from Authoritative Sites
    41. 41. Shorter distance more relevant
    42. 42. Anchor Text Hyperlinks to Content
    43. 43. URL Depth
    44. 44. Results higher in hierarchy more relevant
    45. 45. URL Matching
    46. 46. Metadata Extraction
    47. 47. File Type Biasing
    48. 48. PPT more relevant than XLS
    49. 49. Text Analysis
    50. 50. Matching Terms, Term Frequency, Term Variants
    51. 51. Star Ratings
    52. 52. Social Behavior
    53. 53. People nearer to you in hierarchy</li></li></ul><li>What You Can Do About It<br />Scope Exclusion Rules<br /><ul><li>Hide Folders</li></ul>Crawl Rules<br /><ul><li>Hide System Pages & Other Content</li></ul>Relevance Tuning for SharePoint 2010 Search<br /><ul><li>Managed Property Weighting
    54. 54. Free Tool In Codeplex- http://searchrelevancy.codeplex.com/</li></ul>Relevance Tuning for FAST<br /><ul><li>Rank Profiles
    55. 55. Keyword-Driven Rank
    56. 56. Static Rank
    57. 57. Dynamic Rank
    58. 58. Linguistic Relevance</li></li></ul><li>Visual How To: Configure Scope Exclusions<br />
    59. 59. Visual How To: Configure Crawl Rules<br />
    60. 60. User Interface: Search Scopes<br />
    61. 61. User Interface: Search Result Styling<br />
    62. 62. User Interface: Search Result Styling<br />
    63. 63. User Interface: Metadata Searching<br />
    64. 64. Leveraging the Search Core Results Web Part<br />
    65. 65. Rollup Options: Content Query Web Part<br />Provides a granular query language<br />Polls live data<br />Security trimmed/Audience filtered<br />Styling requires touching system XSLT<br />No paging support<br />Can be slow<br />Restricted to site collection<br />
    66. 66. Rollup Options: Search Core Results Web Part<br />Can aggregate any searchable content<br />Can be styled on per instance basis<br />Paging Support<br />Highly performant<br />Security trimmed/Audience filtered<br />Data must be indexed<br />
    67. 67. Leveraging Search Core Results<br />
    68. 68. Custom XSLT in 4 Easy Steps<br />Get “Raw” Results XML from SCRWP<br /><ul><li>Save it as a file
    69. 69. Import XML file as a data source in SPD</li></ul>Configure Data View Web Part<br /><ul><li>Set XML file as DVWP data source</li></ul>Customize XSLT<br /><ul><li>Use WYSIWYG editor to configure DVWP layout</li></ul>Deploy Custom XSLT<br /><ul><li>Copy XSLT from DVWP back to SCRWP
    70. 70. Close the page in SPD without saving to avoid un-ghosting</li></li></ul><li>Visual How To: Custom XSLT Using DVWP<br /><?xml version="1.0" encoding="UTF-8"?><br /><xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"><br /><xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/><br /><xsl:template match="/"><br /><xmp><xsl:copy-of select="*"/></xmp><br /></xsl:template><br /></xsl:stylesheet><br />Screen captures courtesy of Patrick Tisseghem’s Blog Post:<br />“Custom XSLT for the Search Core Results Web Part”<br />http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669<br />
    71. 71. Building your own Search Results Web Part<br />
    72. 72. Building your own Search Results Web Part<br />What?<br /><ul><li>Tailor search results web part to meet specific needs</li></ul>Why?<br /><ul><li>OOB search results web part does not offer full wild card search & custom sort options</li></ul>How?<br /><ul><li>Either extend OOB search results web part
    73. 73. Build your own using “FullTextSqlQuery” object</li></ul>The Query:<br />AND (ContentTypeName='Ratings' ORContentTypeName='Review‘) <br />AND (CONTAINS(url, '/getinsurance/auto')) <br />ORDER BY Write DESC<br />
    74. 74. Need to build your own Search Results Web Part<br />Why?<br /><ul><li>OOB Search Core Results Web Part does not offer full wild card search
    75. 75. Ex: Share* is permitted but not *hare*
    76. 76. OOB Search Core Results Web Part does not offer custom sort options
    77. 77. SharePoint determines relevancy and it offers sort options on relevancy and modified date fields only
    78. 78. Add your own criteria
    79. 79. Ex 1: Randomize Results
    80. 80. Ex 2: Add Today’s date support.
    81. 81. Get Calendar events that occur in the future. (StartDate > {Today})</li></li></ul><li>Excluding parts of Pages from Crawl<br />
    82. 82. Excluding parts of Pages from Crawl<br />What?<br /><ul><li>Partial Page Exclusion</li></ul>Why?<br /><ul><li>Accurate Search Results</li></ul>How?<br /><ul><li>No OOB Solution
    83. 83. Needs development of a custom control
    84. 84. We did it & posted it - http://underthehood.ironworks.com/2010/05/sharepoint-search-partial-page-exclusion.html</li></ul>Page Content<br />
    85. 85. Exploring Other Search Features<br />
    86. 86. Other Features of SharePoint Search<br />RSS Feeds and Alerts<br /><ul><li>Tailor search result feeds to meet specific interests</li></ul>Best Bets<br /><ul><li>Target search result delivery and highlight priority content</li></ul>Federated Search<br /><ul><li>Deliver a Search Center that is a one-stop search solution</li></ul>Query Logs<br /><ul><li>Tune site structure, metadata, and best bets through data mining</li></li></ul><li>Other Search Features: RSS Feeds and Alerts<br />
    87. 87. Other Search Features: Best Bets<br />=<br />
    88. 88. Other Search Features: Federated Search<br />
    89. 89. Other Search Features: Query Logs<br />
    90. 90. Crawling PDF files and TIFF Images<br />PDF Files<br />Install the 64-bit Adobe PDF iFilter on Indexing Server(s)<br />Add a new file type for ‘pdf’ in the File Type interface under the Search Service Application within Central Administration<br />Make the required RegEdit changes<br />Perform an IISRESET & restart the search services<br />TIFF Images using Optical Character Recognition<br />Add Windows TIFF iFilter feature to Indexing Server(s)<br />Enable TIFF OCR scanning through group policy on the indexing server<br />Force TIFF IFilter to OCR every page in a TIFF document (Optional)<br />Reboot the server and kick a full crawl<br />
    91. 91. Life in the FAST Lane<br />
    92. 92. FAST for SharePoint 2010<br />
    93. 93. FAST for SharePoint 2010<br />
    94. 94. FAST for SharePoint 2010<br />
    95. 95. When to Use FAST<br />Use FAST if…<br /><ul><li>Require user experience enhancements
    96. 96. Have high volumes of content that update frequently
    97. 97. Require almost real time incremental indexing
    98. 98. Need to automate content processing</li></ul>Do Not Use FAST if…<br /><ul><li>Content is static
    99. 99. Budget constraints</li></li></ul><li>Ironworks Blogs<br />Fit & Finish: Insight from the Ironworks User Experience Group<br />http://fitandfinish.ironworks.com/<br />Under the Hood: Insight from the Ironworks Technology Group<br />http://underthehood.ironworks.com/<br />Contact<br />For further information about Microsoft SharePoint services at Ironworks, please contact <br />Keith Long: klong@ironworks.com<br />Q&A<br />
    100. 100. Referenced Resources<br />Find It All with SharePoint Enterprise Search<br /><ul><li>http://technet.microsoft.com/en-us/magazine/2007.01.search.aspx</li></ul>Using a Search Center in Office SharePoint Server 2007<br /><ul><li>http://media.mindsharp.com/PDFs/Using_a_Search_Center_in_MOSS07.pdf</li></ul>MOSS Faceted Search Solution on CodePlex<br /><ul><li>http://facetedsearch.codeplex.com/</li></ul>Custom XSLT for the Search Core Results Web Part<br /><ul><li>http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669</li></ul>Federated Search Overview<br /><ul><li>http://msdn.microsoft.com/en-us/library/cc806030.aspx</li></ul>SharePoint 2010 Enterprise Search<br /><ul><li>http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/default.aspx</li></ul>FAST Search Server 2010<br /><ul><li>http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/Fast-Search.aspx</li></li></ul><li>Final Notes<br />Presenter Contact Information:<br />Chaitu Madala<br />SharePoint Architect, Ironworks Consulting<br />cmadala@ironworks.com<br />LinkedIn: http://www.linkedin.com/in/cmadala<br />Under The Hood Blog: http://underthehood.ironworks.com<br />Good Bad Technology: http://goodbadtechnology.blogspot.com<br />