The document provides an overview of customizing search in SharePoint 2010. It discusses the search architecture and components, how to prepare content for search through content types and metadata, customizing the search web parts and results display, and using search reports and analytics to improve search over time. Tips are provided on using metadata and keywords to target search results.

1. Find Information Faster Using
SharePoint 2010 Search
Suzanne George
Sr. Architect
Perficient Microsoft West Region
Twitter: spgenie

2. About Perficient
Leading Technology Consulting & Solutions Firm
• Founded in 1997
Project size, Breadth of Expertise
• $240MM+ in annualized Revenue
• Over 1,400 highly-experienced Consultants
• 19 Locations across North America
• 80+% of Revenue from recurring Clients
• Served over 400 Clients in past 12 months
Software Solutions Expertise, including:
• Enterprise Portals & Content Management
• SOA, EAI and BPM
• e-Commerce and Product Information Mgmt Depth of Expertise, Efficiency & Value,
• Business Intelligence/ETL Client Importance
• Customer Relationship Management
• User Experience/UCD
• Significant Integration Expertise
Key Differentiators
• Focused expertise, lower cost, faster time-to-value
• IT Solutions with Business Focus
• National consultants overlay Local delivery model
• Mature, proven Project Methodology
• Global Development Centers in China & Europe
• Healthcare Thought Leadership
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3. Agenda
• SharePoint 2010 Search Overview
• Search Architecture
• Why use Search
• Search Web Parts
• Preparing to Customize Search
• Customizing Search
• Search Summary
• Search Tips
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4. SharePoint 2010 Search Overview..
The more you understand the new features of SharePoint and 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
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5. SharePoint 2010 Search Architecture..
Search Architecture.
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=20066
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6. Why use Search?
Microsoft SharePoint Search is optimized to return results
quickly. By utilizing search components, expensive
queries to the database are 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’?
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7. Search Web Parts
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8. Preparing to Customize Search
Customizing SharePoint 2010 Search
Components doesn’t require extensive
programming 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
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9. Customizing Search
The Goal: Users should be able to find content
within 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_Li
st_{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
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10. Search Reporting
What are users clicking on?
• Use web analytics reports to
find out what users are
clicking on, best bet
suggestions, failed queries,
etc.
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11. Search Summary
Microsoft SharePoint Search is a large product and can ensure your 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
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12. Search Tips
Microsoft SharePoint Search is a large product and can ensure your 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.c
om/Blogs/GetThePoint/Lists/
Posts/Post.aspx?ID=230
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13. Thank you!
For further information, please contact:
Suzanne George
Suzanne.George@perficient.com
Sr. Architect
Perficient - Microsoft West Region
Twitter: spgenie
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14. Client Roster
Partial Client List
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