Introduction To Enterprise Search - OKCSUG 2010


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Slides for my updated Enterprise Search talk using SharePoint 2010. Presented on March 29, 2010 Oklahoma City SharePoint Users Group (OKCSUG).

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  • Demo how to create a content source.
  • Search “Accounting” to see results from SharePoint, File Share, BDCSearch “December” to see results from inside Excel
  • Demo how to set up managed properties.
  • Demo querying search results.Color:”Red”ContentSource:”File Share”Scope:”
  • Search for “Help Desk”Search for “Mike”
  • Demo SearchDemo site. Show managed property and document link handler customizations.DemoFederatedSearch site to show federated results. Search for “Accounting”.Demo WildcardSearch. Search for “Account”.
  • Set up these content sources. Show file types and crawl rules.Login as Jennifer Evans as demonstrate file share search not showing documents.
  • Borrowed from SPC09 slide deck.
  • Introduction To Enterprise Search - OKCSUG 2010

    1. 1. Introduction to SharePoint 2010 Enterprise Search<br />Corey Roth<br />Blog:<br />Twitter:<br />
    2. 2. Corey Roth<br />Consultant for Stonebridge<br />Worked in Consumer Electronics, Travel, Advertising, and Energy industries<br />Currently doing SharePoint development specializing in Enterprise Search<br />Microsoft Award for Customer Excellence (ACE) Winner<br />MCTS: MOSS 2007 Configuring, Developer<br />Very active in SharePoint community<br />E-mail:<br />Twitter:<br />Blog:<br />
    3. 3. What is Enterprise Search?<br />It helps you find your stuff…<br />
    4. 4. What is Enterprise Search?<br />Enterprise Search is one of Microsoft’s current offerings to do search in the Enterprise<br />Included in SharePoint 2010, MOSS 2007<br />Also available as a stand alone product (Search Server 2010/ 2008 / Search Server Express)<br />Allows for indexing and querying of documents from multiple sources (i.e.: documents, web sites, file shares, Active Directory (people), databases, web services, etc.)<br />
    5. 5. Components of Enterprise Search<br />Content Sources<br />Crawled Properties<br />Managed Properties<br />Scopes<br />File Types<br />Crawl Rules<br />
    6. 6. Content Sources<br />Defines what is being crawled<br />Configure a crawl for SharePoint, Web Sites, File Shares, Active Directory, Line of Business Systems (using BCS) etc.<br />Specifies a full and incremental crawl schedule<br />Can manually start crawls here<br />
    7. 7. Search Center<br />Out of the box site and web parts for searching and displaying results<br />Can be created using the Site Settings menu on the root web site by enabled certain features<br />Search Results can be customized using XSLT<br />MOSS 2007 supports keyword search only for now (no wildcard) – For wildcard search alternative see (no longer necessary in SharePoint 2010)<br />
    8. 8. Metadata Properties<br />After a full crawl, Crawled Properties are created for any metadata discovered (i.e.: Site Columns, Columns in a database, etc.)<br />Properties can be of type text, integer, decimal, date / time, boolean<br />Only text properties are included in the index by default<br />Managed Property - a property that can be queried on or displayed on the results page<br />One or more Crawled Properties can be mapped to a Managed Property<br />Managed Properties can be used to define scopes<br />
    9. 9. Scopes<br />Scopes allow you to predefine subsets of the search index using rules<br />Rules can be created by web address, content source, or managed property query (i.e.: Color:”Red”)<br />Scopes can be grouped together in Scope Display Groups for use in the Search Center<br />
    10. 10. Querying Search<br />Used to search by Managed Properties<br />Can specify Scopes (Scope:”MyScope”)<br />Can be passed via URL to CoreResultsWebPart (k Query String parameter)<br />AND implied between each keyword (i.e.: Color:”Red” Size:”M” is the same Color=“Red” AND Size=“M”)<br />OR implied when multiple keywords of the same managed property used (i.e.: Color:”Red” Color:”Blue” translates to Color=“Red” OR Color=“Blue”)<br />Asterisk can be used to do wildcard searches (SP2010)<br />Supports operators such as >, <, >=, <= etc (SP2010)<br />
    11. 11. People Search in SharePoint 2010<br />Great way to find people in your organization<br />Improved in SharePoint 2010<br />Support phonetic searching and synonyms<br />Gateway to new social features<br />
    12. 12. Search Center – Web Parts<br />SearchBoxEx<br />CoreResultsWebPart<br />BestBets<br />Paging<br />AdvancedSearch<br />PeopleCoreResultsWebPart – People Search<br />RefinementWebPart (new in SharePoint 2010)<br />
    13. 13. Search Center - Customization<br />CoreResultsWebPart displays search results<br />Columns property – XML specifying Managed Properties<br />XSL – Transform the HTML output of the search results<br />Column names are specified in lower case in XSL (i.e.: Color will be color)<br />
    14. 14. Indexing Other Sources<br />File Shares<br />Database<br />People<br />
    15. 15. Drawbacks of Enterprise Search<br />No out of the box Wildcard Search (i.e.: docum*) – Use DotNetMafiaWildcardSearchWebPart – (MOSS 2007)<br />Search Center customizations limited to XSLT<br />Advanced Search web part is ugly and not very configurable<br />Cannot exclude sections of pages to not be indexed<br />Most search web parts are sealed and cannot be inherited from<br />
    16. 16. What’s new in 2010?<br />Lots of things!<br />More Options – Search Server 2010, SharePoint Server 2010, FAST Search Server 2010<br />Refinement Web Part<br />Keyword Query Syntax Improvements – Wildcards!<br />Multiple Index Servers<br />Greatly improved People Search<br />Common API between SharePoint Search and FAST<br />
    17. 17. FAST Search Results<br />Visual, Conversational Search<br />Sorting on any property<br />Scrolling PowerPoint<br />Previews<br />Visual Best Bets<br />Thumbnails<br />Refinement with counts<br />on any property<br />Similarity Search<br />
    18. 18. Questions?<br />Corey Roth<br />Blog:<br />Twitter:<br />