The document outlines the key phases in the lifecycle of implementing a FAST search solution: 1) Prepare - Build the project team with the necessary skills and get them trained on FAST search. Understand what needs to be accomplished in each phase. 2) Envision - Determine high level search requirements and do initial architecture and environment sizing. 3) Plan - Gather detailed requirements and design the crawling, indexing, UI and integration aspects. Create a content set for testing. 4) Build - Implement the UI, services layer, crawling, indexing and other FAST components based on the design. 5) Stabilize - Thoroughly test and validate the search functionality and performance before deployment.

1. The Lifecycle of a FAST
Search Implementation
Rem Purushothaman
Search Practice Lead

2. Rem Purushothaman
Search Practice Lead
Contact:
rem.purushothaman@perficient.com
312.589.3371
@RemSearchPro
www.perficient.com

3. Prepare

4. Prepare
You’ve decided to implement FAST. Now what?
 Build your team. What kind of skill sets do you need?
 Solution Architect
 Project Manager
 Business Analyst
 SharePoint Developers
 QA and Testers
 Operations Personnel
 Get your team trained on FAST Search
 Understand at a high level what needs to be accomplished in each of the project phases
 Envision, Plan, Build, Stabilize, Deploy
 Operations

5. Envision

6. Envision
Determine what needs to be accomplished.
 High level search requirements
 Custom UI for Search?
 Identify content that needs to be crawled and indexed. Do you need custom connectors?
 How do you measure relevancy?
 Security Considerations
 Linguistics (Synonyms, Spell Check Exceptions)
 Integration to other systems
 Initial Architecture and Environment Sizing
 Number of servers (Dev, QA, Staging/Performance, Production)
 Failover, Index Redundancy, High Availability
 Initial specifications for crawling and indexing performance
 Initial specifications for query and search performance

7. Plan

8. Plan
This is the most important phase of any search project.
 Gather detailed search requirements for the UI
 Identify metadata that needs to be displayed in the results. Are multiple search result
pages needed?
 Identify Refiners for each search result page
 Is there a need for a custom UI and web parts?
 If necessary, design the services layer and integration to external systems
 Content Sources
 Identify content sources (crawl rules) and access restrictions (security considerations)
 Identify content metadata (properties, fields, elements) to be crawled
 Estimate work required to crawl content using custom connectors
 Identify special security requirement. If necessary, map custom security model to Active
Directory for security trimming
 Determine if any of the content sources have to be cleaned up before crawling

9. Plan
 Crawling and Indexing
 Map crawl properties (content metadata) to managed properties (indexed items)
 Identify custom relevancy models
 Identify managed properties to be indexed
 Identify full text index priority
 Identify Linguistic Components - keywords, synonyms, best bets, type ahead
 Testing
 Create content set for testing
 Create plan for performance testing
 Operations
 Identify plans for incremental updates and deletes
 Create plans for identifying and managing the incremental growth of the index
 Identify how to monitor and manage search issues

10. Build

11. Build
Put it all together. Good planning will have big payoffs.
 Build the UI and Services Layer
 Search and Search Results Pages including Advanced Search
 If necessary, build the Services Layer and integrate to external systems
 Custom Web Parts (refiners, federation)
 Crawling and Indexing
 Set up Content Sources (Custom Connectors) and Crawl Rules
 Optional: Custom pipeline development
 Optional: External process to pre-process & scrub the content
 Optional: Map custom security to AD
 Set up Crawled and Managed Properties
 Set up Type Ahead, Keywords, Best Bests, Synonyms, Refiners
 Crawl and Index the Content (rinse and repeat)

12. Stabilize

13. Stabilize
Getting results back from search doesn’t mean the results are valid.
 Application and Search Related Testing
 Its critical that the QA understand how FAST works to test it properly
 Use external tools to test queries outside of the SharePoint Search Center
 Validate search result relevancy, document counts, and refiner counts
 Validate Security Trimming
 Validate Linguistics (spell check, synonyms, stemming, stop words, etc..)
 Performance Testing
 Ideally, the performance test environment should be approximately half the size of the
production environment
 Performance test early in the project life cycle and then on a regular basis
 Compile a list of expensive queries that will really stress the system
 Determine the max QPS system can handle
 Determine max number of documents that can be supported in a column

14. Deploy

15. Deploy
For the most, deploying a FAST search solution is just like deploying a SP solution
 Create PowerShell scripts for all the FAST related deployment items
 Content Source, Crawl Rules
 Keywords (with Best Bets, Synonyms, etc…), Type Ahead, Spell Check Exceptions
 Make the scripts generic (try not to hard code environment specific values)
 Test the FAST deployment scripts through each of the environments (dev, test, staging)
 Validate crawler access to all content source systems
 In production, pre-populate (crawl and index) the content ahead of the application deployment

16. Best Practices

17. Best Practices
 Get key people trained in FAST Search
 There is no substitute for good planning and design. This pays huge dividends in terms of saving
time from having to re-crawl and re-index your content
 Do you best to prepare the content to have consistent and clean metadata.
 Introduce search organically within your organization. Start with a pilot group and grow from
there
 Use the search engine for search
 Don’t use it as your content repository
 Don’t use it as a way to populate lists in the UI
 Keep the number of queries from a UI page to a minimum. Bigger search results are sometimes
better than multiple search queries from a single page.
 Don’t index the world. Start with a manageable content set and add content in a phases
 Index only a small portion in your dev and test environments. This will make you agile and save
you a lot of time during the build and stabilize phases.

18. Best Practices
 Be prepared to handle growth. Have a plan in place. Indexes can get large quickly
 Do a through job with performance testing and sizing. This will pay off in terms of performance
and scalability in production
 Understand your performance requirements (number of users, QPS) and build your environment
with excess capacity. It gives you breathing room for spikes and unexpected scenarios
 A fail over/redundant farm is highly recommended for the production environment. Besides the
obvious benefits, a redundant farm helps with deployments
 Initial environment architecture and sizing will always be guess until performance testing
validates environment architecture and size. Be prepared to add more servers
 Have measurable metrics that operations personnel can use for monitoring the health of FAST

19. Q&A