IBM Omnifind Enterprise Portal Seach To Improve Productivity


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Advanced Search Tool for Portal Solution, Intranet, Internet or Extranet

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  • In a traditional text search solution, keywords, such as “IBM”, “phone” and “number” are entered in as search criteria and the search engine looks for hits on those words in the text of the indexed content. A lot of fancy things can happen of course, things that help decide how to order the hits on those words so that the most relevant results are presented first and how to leverage linguistic tools to find inexact matches based on the stems of the words. In this example you can see that “telephone” was found as “phone” is a part of the word. But there is no getting around the fact that the words being searched for must be in the document or in the words used to link to the document for a hit to be found. The most commonly used solution to this problem today is allowing synonyms to be specified. This is an important feature and does allow for hits to be made when equivalent words to the keywords are used in the content. Synonyms have two main drawbacks. One is that they must be defined and maintained. While dictionaries can be used to alleviate this problem to some extent, they are not a sufficient solution for organization specific terms and acronyms which happen to be some of the most common keywords that are searched for. They are also not a good answer when the synonym in question is not known or is an instance of a type. Going back to our example, by enabling semantic expansion in synonyms, you can see that we find and highlight phone number instances when the search was for “IBM”, “phone” and “number”. Another example is that a search for “email” would find “”. This semantic search capability comes with no UIMA programming required, and the number of concepts that can be found can be expanded beyond the few we ship with to include anything that can be defined with a regular expression. Regular expressions provide a powerful pattern matching template and we now have a UIMA regular expression annotator that will annotate concepts based on regular expression matches.
  • Although the Search Application Customizer is very powerful, It can only add, remove, or change things. It does not have the ability to let you rearrange components on the screen. It is also possible that you might want to offer easy to use selections to constrain a search as shown in this example where the end user can limit their search to specific types of cars. OmniFind offers a well defined, full functioned Java API that allows you to build your own customized search applications. It also provides a robust search syntax that enables you to control nearly all aspects of the search. In the above example the original query string was appended with two fielded search terms determined by the selection boxes presented in the search interface (or JSP page) These fielded search terms restrict the search to the site and Lincoln model cars only in the example.
  • NRPC is the native Notes protocol, ala Notes client This requires a user id file and password DIIOP is the pure Java/internet protocol that requires a username and password for access Directory assistance for external LDAP support for DIIOP protocol This support was for Quickplace only as of 8.4 GA. A forthcoming hotfix release of 8.4 will support this feature for Domino Document Manager and Lotus Notes. LTPA support is used for the real-time support for DIIOP enabled crawlers
  • OmniFind Discovery Edition (ODE) is a search and navigation product that can address specific search applications. OmniFind DE is used in a variety of different applications – search product catalogs and helping shoppers find the products they want, making call center agents more productive by helping them find solutions quickly. But the subject of today’s discussion is how OmniFind DE is used to power self-service solutions. By understanding the users’ intent and application context, OmniFind DE answers the questions and helps your customers solve their problems. Furthermore, OmniFind DE presents each answer set in a manner that is unique to each question, providing intuitive presentation interface to the customer that allows the customer to navigate amongst the solutions to quickly find the answers they need – allowing customers to find solutions in the manner that is most intuitive to them – search, navigation, “pushing/publishing” or a combination of all three. OmniFind DE not only leverages its understanding of the customers’ intent and application context to provide solutions, but it can use this interaction to execute targeted cross-sells and promotions -- to manage this search experience and this upsell capability, OmniFind DE empowers the business user with its business user tool, the Management Console. Deployment of this solution is rapid, facilitated by the Solution Accelerators. The Solution Accelerators provide two main benefits: 1) industry vocabularies that expand the out of the box vocabulary of the system to accelerate the system’s understanding of your industry’s unique language and 2) application user interfaces templates to provide platform to rapidly integrate the content discovery user interface into your self-service environment. For further acceleration of your deployment of OmniFind DE, you can leverage the out of the box integration to WebSphere Portal and Workplace Content Manager.
  • Here’s a simple example at Charles Schwab – the simple search for the phrase change address provides highly relevant response to help the customer answer their own question
  • Now still at the same site at Charles Schwab, we ask something a bit more complicate --- “What is the difference between a call and a put?” OmniFind DE understands that the customer is looking for a definition – really two definitions. OmniFind DE provides these definitions immediately within the search results – there’s no need to force the user to click away from the result page to get their answer.
  • Here, is another example of OmniFind DE in action – this time at Lotus’ Premium Support site. You can read about this deployment in a case study published on Continuing the theme of understanding the searchers’ intent, here we see for the user has searched for “technotes on domino”. OmniFind DE identifies technotes as a particular type of content and narrows the result down to only technotes, immediately presenting the relevant technotes to the searcher. Generally, OmniFind DE will allow you to draw together a broad variety of content from across your enterprise into the self-service experience, ranging from file system and web content to managed content and knowledgebase articles to structured database content. You don’t need a pristine set of knowledge authored by your SME’s to make an effective foray into self-service – OmniFind DE can draw together your existing resources into a coherent and effective experience. And the OmniFind DE can provide a personalized experience by respecting the security of the underlying content – in this case, Lotus users have access to their problem reports – and only the problem reports submitted by their company. Dynamic controls help guide the user to the right solutions for their need – these controls adapt to the answer set being presented, presenting the customer the navigation options that are most useful for the problem they’re facing and that are unique to their interaction with OmniFind ODE. Of particular note is the integration of OmniFind DE and WebSphere Portal in action here on the site. OmniFind DE has its own search portlet (note the Advanced Search tab) in addition to powering a variety of content delivery portlets and portlet specific search boxes (i.e. searches isolated to the content provided by a particular portlet).
  • These types of cross promotions and up sells don’t need to be managed, day-to-day, by the IT organization. The business users are empowered, with OmniFind DE’s intuitive and friendly Management Console to create and manage such cross-sell. Step-by-step wizards walk the non-technical user through the configuration steps using plain language to the guide them, empowering the stakeholder to control not only the merchandising/cross-sells, but also the overall search experience. Non-technical users can tweak the search results and promote important documents. Along these same lines, the business users have access to industry leading ad-hoc reporting capability, allowing these users to monitor end users’ behaviors and intents and modify the search experience through the intuitive workflows.
  • IBM Omnifind Enterprise Portal Seach To Improve Productivity

    1. 1. Ferramenta de Busca Portal Search To Improve Productivity IBM OmniFind Enterprise Edition
    2. 2. What do knowledge workers need to be productive? <ul><li>Access to the right information … </li></ul><ul><li>At the right time … </li></ul><ul><li>In the context of a business process or the application they’re using. </li></ul>
    3. 3. Common Intranet Portal Scenarios File System RDBMS ECM Collaboration Search Portal repository l “ Where is the latest sales presentation?” Sales and Marketing “ Where are the documents for this claim?” Claims Agent “ How many new customers did we acquire last quarter?” Business Executives
    4. 4. Market Observation <ul><li>70% of portal buyers deploy for internal use </li></ul><ul><li>Most common driver is to improve productivity </li></ul><ul><li>60% of knowledge workers want improved search on their company’s intranet </li></ul><ul><li>Search in most enterprise portals is limited in scope to only the data stored in the portal repository, and lacks features to drive adoption </li></ul>
    5. 5. OmniFind Enterprise Edition addresses Portal search limitations <ul><li>Access to the right information … </li></ul><ul><li>At the right time … </li></ul><ul><li>In the right context. </li></ul><ul><li>The right scope of information </li></ul><ul><ul><li>Enterprise-wide content reach </li></ul></ul><ul><li>The right security entitlements </li></ul><ul><ul><li>Native document-level security </li></ul></ul><ul><li>The right search results </li></ul><ul><ul><li>State-of-the-art relevancy </li></ul></ul><ul><li>The right language </li></ul><ul><ul><li>Support for over 50 languages </li></ul></ul><ul><li>The right response times </li></ul><ul><ul><li>Distributed query processing/indexing </li></ul></ul><ul><li>The right availability </li></ul><ul><ul><li>High availability configurations </li></ul></ul><ul><li>The right level of integration </li></ul><ul><ul><li>Rich WebSphere Portal integrations </li></ul></ul>
    6. 6. When do you need OmniFind Enterprise Edition? <ul><li>Users need secure access to content stored inside and outside of WebSphere Portal </li></ul><ul><li>Users need to go beyond basic keyword search for more meaningful results </li></ul><ul><li>You need to search more than 800,000 documents per index </li></ul><ul><li>You want to not only search but also analyze content for greater insight </li></ul><ul><li>Users want advanced search features typically found in internet search engines </li></ul>
    7. 7. Potential WebSphere Portal Search Experience
    8. 8. Potential WebSphere Portal Search Experience “ Did you mean” synonym expansion provides one-click access to other potentially relevant queries or can be used for spell correction
    9. 9. Potential WebSphere Portal Search Experience Quick Links to URLs for specific keywords
    10. 10. Potential WebSphere Portal Search Experience Dynamic summaries with keyword highlight
    11. 11. Potential WebSphere Portal Search Experience Site collapse
    12. 12. Potential WebSphere Portal Search Experience Secure search of a wide array of enterprise content
    13. 13. Potential WebSphere Portal Search Experience Queries issued from the Portal search bar can be automatically redirected to OmniFind EE
    14. 14. Potential WebSphere Portal Search Experience Search for higher-level concepts such as people’s names, phone numbers, part numbers, etc., not just keywords
    15. 15. WebSphere Portal Search Center Integration Secure access to a wide variety of enterprise content directly from within Search Center You can now scope your search to just EE sources or all sources
    16. 16. Expose users to OmniFind Enterprise Edition risk-free <ul><li>If you’re a WebSphere Portal 6 Enable or Extend customer … </li></ul><ul><li>You’re entitled to limited use IBM OmniFind Enterprise Edition … </li></ul><ul><li>One processor per enterprise … great for a pilot deployment </li></ul><ul><li>It’s part of the WebSphere Portal 6 package … </li></ul><ul><li>The download is available through the Passport Advantage Web site. </li></ul>For more information on the limited use license of OmniFind Enterprise Edition, visit:
    17. 17. WebSphere Portal and OmniFind EE Customer Examples Not for Leave Behind!
    18. 18. <ul><li>300,000+ globally dispersed employees need fast and relevant access to diverse content </li></ul><ul><li>Information scattered across Web pages, Domino, blogs, wikis, fora, etc. </li></ul><ul><li>Productivity loss due to time-intensive searching for information; uninformed decision making </li></ul>IBM Uses WebSphere Portal and OmniFind EE <ul><li>IBM OmniFind Enterprise Edition </li></ul><ul><li>Supports 300,000+ employees worldwide, over 25M pages indexed, sub-second response </li></ul><ul><li>Social tagging of content for improved relevancy </li></ul><ul><li>Selected among 10 best intranets in 2006 </li></ul><ul><li>Realizing more value from organic information </li></ul><ul><li>Improved employee productivity </li></ul>OmniFind Enterprise Edition Challenge Solution Benefits
    19. 19. WebSphere Portal + Secure Enterprise Search <ul><li>Improve knowledge worker productivity </li></ul><ul><ul><li>... by making it easier and quicker to find relevant information, and delivering a richer search experience </li></ul></ul><ul><li>Maximize enterprise content investments </li></ul><ul><ul><li>… by making WebSphere Portal, Domino, SharePoint, database, ECM, and other relevant content easily accessible </li></ul></ul><ul><li>Achieve breakthrough levels of business insight </li></ul><ul><ul><li>… by leveraging the OmniFind platform to build high-value, text-analysis-based applications </li></ul></ul><ul><li>While minimizing Total Cost of Ownership </li></ul><ul><ul><li>… simple, pre-built integrations … </li></ul></ul>
    20. 20. Additional Slides
    21. 21. Search and Browse Using Categories
    22. 22. Search and Browse Using Categories Categories defined via administrator-specified queries allows users to combine searching and browsing
    23. 23. Search Application Customizer (w/o programming) Immediately preview the changes here Select from over 100 customization options here
    24. 24. Search Application Customization using SIAPI <ul><li>SIAPI is the strategic IBM API for indexed and search </li></ul><ul><ul><li>Well-defined and full featured Java API </li></ul></ul><ul><ul><li>Currently supported by both OmniFind and Portal </li></ul></ul><ul><li>Robust search syntax ( + - ^ ( ) &quot; : <space> = ~ * $ < > | @ # ‘ ) </li></ul><ul><ul><li>Fielded and Parametric (numeric) search </li></ul></ul><ul><ul><li>XML fragment search (e.g., <book><#author/></book>) </li></ul></ul>String qstr = “ +ignition +wires model:Lincoln ” Query q = factory.createQuery(qstr); ResultSet rset =; Result r[] = rset.getResults(); for (int k = 0; k < r.length; k++) System.out.println(&quot;Result “ + r[k].getDocumentID()); Search string augmented with selections as fielded expressions
    25. 25. Rich WebSphere Portal Integrations <ul><li>Crawling </li></ul><ul><ul><li>WebSphere Portal Pages via the Portal seedlist </li></ul></ul><ul><ul><li>Workplace Web Content Management (IWWCM) via the Web crawler in Portal 5.1; via the IWWCM seedlist in Portal 6 </li></ul></ul><ul><ul><li>Portal Document Manager (PDM) via Content Edition PDM connector, with native security support </li></ul></ul><ul><li>User Interface </li></ul><ul><ul><li>Fully supported interface through the OmniFind EE search portlet </li></ul></ul><ul><ul><li>Deploys in minutes via an automated script </li></ul></ul><ul><ul><li>Universal Search Center integration (Portal 5.1 and 6.0) </li></ul></ul><ul><ul><li>Search Bar redirection to OmniFind EE search portlet </li></ul></ul><ul><li>Security </li></ul><ul><ul><li>Proxy, SSO and SSL support when accessing WS Portal </li></ul></ul>
    26. 26. Extensive Lotus Domino Support <ul><li>OmniFind EE offers rich support for Domino using specialized crawlers </li></ul><ul><ul><ul><li>Lotus Notes 5.x, 6.0.x, 6.5.x, 7.x </li></ul></ul></ul><ul><ul><ul><li>Quickplace 6.5.x, 7.x </li></ul></ul></ul><ul><ul><ul><li>Domino Document Manager 6.5.x, 7.x </li></ul></ul></ul><ul><li>Support for native document-level security </li></ul><ul><ul><ul><li>ACL indexing and real-time verification </li></ul></ul></ul><ul><li>Uses native Domino interfaces (NRPC or DIIOP) </li></ul><ul><li>Support for fielded search, beyond “Dublin core” fields </li></ul><ul><li>Support for Domino on Windows, Linux, UNIX, and iSeries platforms </li></ul>
    27. 27. OmniFind Enterprise Edition Content Reach <ul><li>Web </li></ul><ul><li>HTTP </li></ul><ul><li>HTTPS </li></ul><ul><li>WebSphere Portal Web pages </li></ul><ul><li>WebSphere Portal Document Manager </li></ul><ul><li>IBM Workplace Web Content Management </li></ul><ul><li>Newsgroup (NNTP) </li></ul><ul><li>Collaboration </li></ul><ul><li>Lotus Notes databases </li></ul><ul><li>Domino.doc </li></ul><ul><li>QuickPlace </li></ul><ul><li>MS Exchange </li></ul><ul><li>Windows SharePoint Services </li></ul><ul><li>Windows file systems </li></ul><ul><li>UNIX file systems </li></ul>ECM Database Mainframe: VSAM, IMS, CA-Datacom, Software AG Adabas For a complete list, visit:
    28. 28. Native Document-Level Security for Many Sources ACL indexing AND real-time verification for maximum security <ul><li>Lotus Notes/Domino </li></ul><ul><li>WebSphere Portal Document Manager </li></ul><ul><li>WebSphere Portal pages </li></ul><ul><li>Domino Document Manager </li></ul><ul><li>Lotus QuickPlace </li></ul><ul><li>IBM Content Manager </li></ul><ul><li>FileNet CS </li></ul><ul><li>FileNet P8 CM </li></ul><ul><li>Hummingbird DM </li></ul><ul><li>Windows File System </li></ul><ul><li>Windows SharePoint Services </li></ul><ul><li>EMC/Documentum </li></ul><ul><li>Open Text Livelink </li></ul><ul><li>WebSphere Portal Web Content Management 6.0 </li></ul>
    29. 29. OmniFind EE Identity Management Component Just as users would be prompted for their credentials when accessing the native data sources individually, OmniFind prompts for those credentials required to determine access to secured documents that have been indexed Administrator’s Console
    30. 30. OmniFind EE Identity Management Component <ul><li>Prompted during initial login to OmniFind EE </li></ul><ul><ul><li>Subsequent prompts only when security changes </li></ul></ul><ul><li>Can disable domains when credentials unknown </li></ul><ul><ul><li>Will not be prompted again but will not get results from those domains </li></ul></ul><ul><li>Can always go back using “My Profile” tab </li></ul>End User’s Search Application
    31. 31. Getting Started in Three Easy Steps … <ul><li>Install OmniFind EE on a separate server </li></ul>OmniFind Portal 1 2 3 <ul><li>Run OmniFind EE install script on Portal </li></ul><ul><li>Configure OmniFind EE search service </li></ul>
    32. 32. Hardware Configuration Options (*) Distribution of CPUs per server (crawler / indexer / search runtime 1 / search runtime 2) (**) Assumes an average document size of 20kb Note: Using federation over multiple indexes, IBM OmniFind Enterprise Edition can scale to approximately 100M documents. Yes 8 5 20M 5000 GB 8/16/10/10 4 / 8 / 2 / 2 16 Four Yes 8 5 20M 5000 GB 4 / 8 / 8 / 8 2 / 4 / 2 / 2 10 Four Yes 5 2 2M 500 GB 4 / 8 / 4 / 4 1 / 2 / 1 / 1 5 Four No 1 1 100K 10 GB 2 1 1 One No 2 2 2M 200 GB 4 2 2 One No 5 2 5M 500 GB 8 4 4 One Yes 2 1 100K 20 GB 2 / 2 1 / 1 2 Two Yes 2 2 2M 400 GB 4 / 4 2 / 1 3 Two Yes 5 5 10M 2000 GB 8 / 8 4 / 2 6 Two High Availability or failover QPS Maximum # of collections Maximum # of docs Total disk space (**) Memory required per server CPU configuration (*) Number of CPU licenses Number of servers
    33. 34. Backup (OmniFind Discovery Edition)
    34. 35. OmniFind Discovery Edition for Self-Service Portals <ul><li>Self-Service Portals </li></ul><ul><ul><li>Customer Portals </li></ul></ul><ul><ul><li>Online Support Portals </li></ul></ul><ul><ul><li>Broker/Dealer Portals </li></ul></ul><ul><li>Contact Centers </li></ul><ul><li>Online Commerce </li></ul>Target Solutions <ul><li>Product Functionality </li></ul><ul><ul><li>Contextual Understanding </li></ul></ul><ul><ul><li>Extensible Relevance </li></ul></ul><ul><ul><li>Adaptive Presentation </li></ul></ul><ul><li>Managed Search Experience </li></ul><ul><ul><li>Creation of cross-sell/up-sell </li></ul></ul><ul><ul><li>Search result tweaking </li></ul></ul><ul><ul><li>Interactive Analytics </li></ul></ul><ul><li>Solution Accelerators </li></ul><ul><ul><li>A dozen industry vocabularies and five departmental solutions </li></ul></ul><ul><ul><li>Application user interface examples </li></ul></ul><ul><ul><li>Integration to WebSphere Portal and Workplace Content Manager </li></ul></ul>Helps organizations quickly deploy business driven solutions that increase revenue and reduce support costs by providing a rich understanding of user intent and application context to help people quickly find the information they need to answer questions, solve problems and make purchases. Unique Capabilities Description
    35. 36. Contextual Understanding OmniFind Discovery Edition provides highly relevant answers to common inquiries
    36. 37. Contextual Understanding OmniFind DE understands the request for a definition and a direct answer is given – no need for user to click away from the results page
    37. 38. Adaptive Presentation ODE draws together disparate sources of information (knowledge bases, unstructured web pages, managed content, DB, etc.) ODE understands that a particular type of document has been requested (a technote) and immediately presents that subset of relevant documents Dynamic controls are rendered based on each search and navigation step
    38. 39. Managed Experience Business User Control Empower business managers to easily refine the end-user experience Monitor end-user behavior and effectiveness of business rules
    39. 40. WebSphere Portal Integration <ul><li>WCDS GUI embedded in Portal </li></ul><ul><li>WCDS search as the default search in Portal </li></ul><ul><li>Crawling Portal Pages and Portlets </li></ul><ul><li>Crawling WCM content (IBM Workplace WebSphere Portal) </li></ul>
    40. 41. Thank You IBM OmniFind Enterprise Edition