SPUnite17 IT Pros Guide to Managing SharePoint Search

great people, great experience, great passion
Implement, Change, Manage and Monitor
IT Pros Guide to
Managing SharePoint Search
#SPUnite17
@MatthewMcD
Matthew McDermott
Office Server and Service MVP
Director, Aptillon Inc.

matthew@aptillon.com
@MatthewMcD @GoldenDogRuby
ableblue.com/blog

monitortroubleshoot
guided
experience
groom
content
platform
5 things

Build it Right from the Start
Plan to Scale and Monitor for Success
Be Prepared to Alter the Topology
platform

Implementation Choices
Virtualized Environments
– Performance within VM
– Performance of VMs on same physical host
During Installation
– Default Data Directory
Service Application Provisioning
– Topology
– Index Location
Alternate Access Mapping
– Crawl the Default Zone!

2016 Search Limits
20 Million Items
Index Partition

Topology, Scale and Load
Resource Consumption
Shared Nodes
✓Split bulk processing from query traffic
✓Avoid sharing critical resources
Component CPU Network Disk Memory
Admin    
Crawler    
CPC   
APC    
Index    
QPC   
Index QPC
Admin Crawl
CPC APC
From Neil Hodgkinson, SPEvo 2013

MinRole
SharePoint 2016 RTM
– Search
– Custom
Feature Pack 1 (11/16 PU)
– Application with Search

Topology Considerations
Web Servers
Application Servers
QPC
CPC CPCAdmin
Index
Crawl
Index Index
QPC
Index
QPC QPC
APCAPC
PO P1

Topology Considerations
Application Servers
Web Servers
QPC
Index Index Index
QPC
Index
QPC QPC
PO P1
Search Servers
CPC CPCAdmin
Crawl APCAPC
Admin
Crawl

Hybrid Topology
Application Servers
Web Servers
QPCQPC
Search Servers
AdminAdmin
Crawl Crawl

Where do I manage…
Feature SharePoint Online SharePoint On-Premises
Content Sources N/A Cloud SSA
Search Schema Tenant No1
Result Sources Tenant – Consumed Online SSA – Consumed On-Premises
Query Rules Tenant, Site Collection, Site3 Cloud SSA, Site Collection, Site3
Result Types Site Collection2 No1
Search Usage Reports Site Collection No4
Query Suggestions Tenant No4
Authoritative Pages Tenant5 No4
Crawl Log N/A Cloud SSA
www.ableblue.com/blog

Crawl Content RELEVANT to your Business
Curate the Contents to Improve Relevance
Identify Authoritative Pages
Use Metadata and Classification
groom content

AUTHORITATIVE PAGES
Out of the box controls

Introduce Users to the Search Experience
Use Audiences to Help Trim Verticals
Use Promoted Results for Top Content
Use Query Rules to Augment Findability
Use Refiners on Common Metadata
Hybrid: Name Your Content Sources
guided experience

SEGREGATING ARCHIVE CONTENT
Using Result Sources to Improve Search Results Relevance

Out of the Box Reports
Custom Reports from Analytics DB
3rd Party Reporting Tools
Custom PowerShell
SRx Reports
monitor

Tools
External
– SharePoint 2013 Search Query Tool
On Server
– Fiddler
– ULS
• VerboseEx for Crawl Tracing
• Merge-SPLogFile –Correlation $correlationId
On Client
– Fiddler
– F12, Firebug, etc.
– Debug Display Template

TROUBLESHOOTING MANAGED PROPERTIES
WITH QUERY TOOL
What is going on?

Monitoring Search
Fiddler
– HTTPS Traffic Decryption
– As the Search Service
ULS Logs
– VerboseEx for Tracing Looking for key events
– Hybrid Tracing http://bit.ly/ABHybridULS

POWERSHELL SRX REPORTS
What is going on?

Troubleshooting Resources
Search Health Reports (SSA);
– Crawl Health
– Query Latency
– No Results Queries
– Etc
PowerShell
– Get-SPEnterpriseSearchStatus
Third Party Monitoring
– SCOM Management Pack
– ULS/Event Log Readers
– Performance Counters

Day to Day Operations
Crawl Latency
Query Latency
No Result Queries
Content Source Monitoring
Crawl Database Balancing

Troubleshooting Starts in the SSA
Search Component Status
– Green = Good
– Yellow = Degraded
– Red = Failed

Topology Changes for Perf or Capacity
Clone the Existing Active Topology
New-SPEnterpriseSearchTopology -Clone
Order of Operations – (Add before remove)
Add Components to Clone Topology (Inactive)
Activate Clone
Wait for Successful Activation
Clone Again and Remove Components

Cranking it up to 11
#Set VerboseEx for a Category and children
Set-SPLogLevel -TraceSeverity VerboseEx
-Identity "SharePoint Server Search:*"
#Later…Reset all log levels to default
Clear-SPLogLevel

Replace a Failed Server
Following the previous rules
– Clone Failed Topology
– Add New Server to Clone Topology
– Activate the Topology … Wait for it….
– Clone New Topology
– Remove Failed Server from Clone
– Activate Clone
– Verify Host Controller Status
Get-SPEnterpriseSearchHostController
Set-SPEnterpriseSearchPrimaryHostController

What SHOULD I have access to?
Site
Collections
Service
Applications
Administrator Farm/Tenant
Search
Search
Center
Managed
Metadata
Metadata
Manager
Content
Type Hub

Task Schedule and Responsibility
Administrator
SharePointSearch
Manager
Topology Health
Crawl Health
Query Health
Daily
Documents/Partition
APC, Crawl, and Index Disk Space
HA/DR Health and Backups
CU/PU Application
Weekly
Review Usage Reports
Zero Hit Report
Abandoned Queries
Top Queries
Daily
Authoritative Pages
Query Rules
Promoted Results
Weekly

AbleBlue Blog
– http://ableblue.com/blog
Search Explained – Agnes Molnar
– https://searchexplained.com/
Search Queries Explained – Mikael Svenson
– http://bit.ly/abQueryBook
Search Display Templates & Query Rules
– http://bit.ly/abSPC322
SharePoint Search Query Tool
– http://bit.ly/abSearchTool
Resources

SPUnite17 IT Pros Guide to Managing SharePoint Search

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