Microsoft Search Server 2008 - Technical Overview


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This document provides a technical overview of the capabilities of Microsoft Search Server 2008 Standard and Express. Dicussed is everything from hardware requirements, licensing, administration, and security. Of particular interest are the slides around search federation.

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Microsoft Search Server 2008 - Technical Overview

  1. 1. Viral Tarpara Microsoft
  2. 2. You understand and can articulate the feature set of Microsoft Office SharePoint Server 2007 for Search (MOSSfS) You want to use this deck to highlight only the new features and functionality in Microsoft Search Server 2008 that are not available in MOSSfS
  3. 3. Updated and rebranded version of SharePoint Server 2007 for Search Key investment areas and new features Simplified Installation Experience Enhanced Administration Interface New Federation Capabilities Performance and Stability Enhancements No Preset Document Limits Available in 2 versions Microsoft Search Server 2008 (MSS) Microsoft Search Server 2008 Express (MSSX)
  4. 4. Search Server 2008 can be installed in a distributed topology to provide greater scale and redundancy Search Server 2008 Express can only be installed in single server mode Search Server 2008 is licensed per server Search Server 2008 Express is FREE There are no other feature differences
  5. 5. No charge update for MOSS customers Applies to Standard and Enterprise CALs Delivered by a post MOSS SP1 update patch targeting H1 CY08 Via Microsoft Update and the Download Center MSS features will also be included in SP2 No change to search features in WSS 3.0 Timeline will be 1. MOSS and WSS SP1 2. MSS RTM 3. MSS Update Patch for MOSS
  6. 6. Recommended Hardware Dual 3GHz processors 4GB RAM At least 3GB free HDD space Software Requirements W2K3 SP1 or greater or W2K8 .NET Framework 3.0 with ASP.NET 2.0 enabled Windows Server Application Role configured
  7. 7. Easy to follow installation “Splash screen” Server Preparation Tool which installs Windows Server 2003 SP1 if required .NET Framework 3.0 if required IIS and configured the Application Server Role if required Choice of 2 installation options Basic Install Advanced Install
  8. 8. Quickest and easiest option Takes ~20 minutes and less than 10 clicks Automatically Installs SQL Express Automatically provisions and configures Service Accounts Database settings Search Center Site Shared Service Provider Site and settings All other settings… Search Server is operational and can be serving results within ~35 minutes of beginning setup
  9. 9. Enables advanced options to be configured Takes ~30 minutes Does not install SQL Express Allows the administrator to Specify SQL Server Configuration Options Create and configure Farm server roles (MSS only) Specify Service accounts Change the default Index file location Set Other Search Service configuration options… Automatically provisions search server site and starts services Search Server is operational and can be serving results within ~45 minutes of beginning setup
  10. 10. Supported From To Windows SharePoint Services v3.0 Search Server 2008 or Search with Full SQL Server Server 2008 Express with Full SQL Server Windows SharePoint Services v3.0 Search Server 2008 or Search with MSDE Server 2008 Express with SQL Express Search Server 2008 Express with Search Server 2008 with Full SQL Full SQL Server Server SharePoint Server 2007 with Full SQL Server Search Server 2008 Express with Search Server 2008 with SQL SQL Express Express Search Server 2008 with Full SQL SharePoint Server 2007 with Full Server SQL Server Microsoft Confidential
  11. 11. Search Server 2008 is built on WSS 3.0 An in-place upgrade will Upgrade WSS 3.0 to Search Server Enable existing WSS 3.0 site search to be flipped on a per site basis to use Search Server search Allow you to continue to use WSS 3.0 as before Enable cross-site search in WSS 3.0 A clean install of Search Server will Install WSS 3.0 Allow you to use all the features of WSS 3.0 Automatically enable cross-site search in WSS 3.0 Microsoft Confidential
  12. 12. Unsupported From To SharePoint Server 2007 for Search Search Server 2008 or Search Enterprise or Standard Edition Server 2008 Express Search Server 2008 or Search Search Server 2008 or Search Server 2008 Express BETA or RC Server 2008 Express RTM SharePoint Server 2007 or any Search Server 2008 or Search previous versions of SharePoint Server 2008 Express Search Server 2008 or Search SharePoint Server 2007 Server 2008 Express with SQL Express Search Server 2008 or Search Search Server 2008 or Search Server 2008 Express with SQL Server 2008 Express with Full SQL Express Server Microsoft Confidential
  13. 13. Landing page displayed after install Designed to walk administrators through the initial basic tasks to get up and running quickly Provides links to The search administration page Help on how to configure a content source Run a query A “friendly introduction” to the product
  14. 14. Consolidated UI to place key administrative tools and information one click away Aggregates search settings from Search Center Site Shared Service Provider Central Administration Provides a unified view of server status Active crawl status Status of recently completed crawls Search Server system status Includes links to improved “task orientated” documentation
  15. 15. Much improved reporting on content source current and historical crawl activity including Last and current crawl duration Last crawl completed Last crawl start and end times 7 and 30 day averages of • # of Successes • # of Errors • Incremental crawl duration • Full crawl duration
  16. 16. Enables the display of results from other search engines or applications to be displayed alongside local results Search Server will Send a query to other search engines or applications Format and render the results Work out of the box or with minimal effort with many existing search engines and applications Search Server will not Aggregate multiple result sets into a single result set Relevance rank results from other search engines or applications
  17. 17. Each search engine or application must be configured as a Federated Search Location Each Federated Search Location Defines how and when queries will be federated to the location Controls the formatting of results Defines authentication settings Can be connected to one or more Federation Web Parts to render results Is easily imported and exported as a Federated Location Definition file (.FLD)
  18. 18. OpenSearch 1.0/1.1 Query is sent in a parameterized URL •{searchTerms} {searchTerms} is replaced with query terms Results must be returned as XML Local Search Index Query is sent through the search object model • {searchTerms} scope:customers {searchTerms} is replaced with query terms Results are returned as XML
  19. 19. Standard created by Amazon A9 for search syndication and aggregation An exported Federated Location Definition file is >= an OpenSearch Description Document Search Server extends the OpenSearch schema to include properties such as; Triggers XSL Location Type More Results Link… See for more info
  20. 20. Control when to send query terms to a location based on the terms submitted Always - Will always send all the query terms to the location Prefix - If the prefix matches will only send the query terms after the prefix to the location Pattern - Will send some or all of the query terms based on the regular expression match. A pattern trigger can be used to build complex triggers including “OR” statements
  21. 21. Federated Results Web Part Connected to a single Federated Location Displays the top X results returned from the location Top Federated Results Web Part Connected to multiple Federated locations Displays the top X results from the first location to return a result in the order of the configured locations Neither Web Part will render if the location is triggered but it returns zero results
  22. 22. Built in XSL for OpenSearch Locations that return results as RSS, RDF, ATOM & ATOM2 Local Search Server Index results Built in XSL can be customized or replaced Configured in the Location Definition and can be overridden on individual Web Parts Separate XSL definition for both of the Federated Results Web Parts “More Results” Link Template available for click through to HTML results
  23. 23. Three modes of authenticating to a location Anonymous – No credentials required Common – Shared credentials User – Per user credentials Per user credentials requires custom work Code to capture credentials in the UI Code to store credentials if required Code to retrieve stored credentials if required Sample code will be available on MSDN by RTM Exception is Kerberos which does work OOB Per user credentials are sent to the location in the correct format automatically
  24. 24. Authentication Type Common Identity Per User Kerberos N/A  Basic Authentication   NTLM (App pool)  N/A NTLM   Form Based   Cookie Based  
  25. 25. How to connect Search Server to Live Search Query Template{searchTerms}&f ormat=rss “More Results” Link Template{searchTerms} Works without any extra effort because can Process a query in a URL Return results formatted as XML (RSS) Be accessed anonymously There are many other search engines and applications that provide the same connectivity
  26. 26. Connect to a remote MOSS or MSS index Create a new OpenSearch location Query Template http://mss2008/_layouts/srchrss.aspx?k={searchT erms} “More Results” Link Template http://mss2008/results.aspx?k={searchTerms} Uses the search RSS feed from remote MOSS or MSS search servers MOSS and MSS are OpenSearch compliant
  27. 27. Develop or purchase if the location does not support one or both of the following Process a query in a URL parameter Return results as XML Federated Search Connectors do one or both of the following Accept a query as a URL parameter and convert it to a format compatible with the location Convert and render results in XML Developed as a web page (aspx) Packaged and deployed as a Solution Deployment Package
  28. 28. Connect Search Server to the full text search engine in SQL Server Cannot send a query to SQL in a URL Build an ASPX page that Provides a URL for the Query Template Extracts the {searchTerms} Contains code to run the query against SQL Formats and renders the results as XML (RSS) If required include code to leverage either corporate or per user authentication Packaged up and installed as a Solution Deployment Package Sample code on MSDN for SQL < 50 lines of code
  29. 29. Federated Location Definition Gallery Linked from within the admin UI Selection of FLD’s to download and import from Microsoft and Community submissions Quick, easy and free Federated Search Connector Gallery Partner built Federated Search Connectors Primarily for LOB applications and services Available for purchase
  30. 30. OneBox Search Notes Server Query   Both use a URL to pass a query to a remote source Results   Both customizable but Search Server delivers more than just Instant Answers and can out of the box federate to any XML (RSS&ATOM) source Security   OneBox supports per user NTLM, FBA and Basic Auth out of the box, we require extra work Partner solutions   OneBox has established federation partners, we are ramping up for launch Can federate to SharePoint   Targeted best bets, people and other tabs more discoverable, BDC best bets, geographically distributed indexes…
  31. 31. No preset document limit in MSS or MSSX The # of documents available in the index is determined by the version of SQL used Up to 400K documents with SQL Express • Limited by the 4GB database limit in SQL Express Up to 50M docs with SQL Server 2005 • Using appropriately scaled hardware Can use either version of SQL with either version of Search Server Search Server 2008 is recommended for deployments with >1M documents
  32. 32. Query Performance Improvements Index format change for large scale deployments (10’s of millions of docs) Separate index file for “expensive” query terms New compression algorithm for reading/writing index files Optimized SQL and Indexer round trips Crawl Performance Improvements More efficient use of SQL Stored Procedures Reliability improvements Fixes for Master merge issues, Index corruptions and Service crashes
  33. 33. New support for crawling web sites protected by Forms or Cookie based authentication Credentials entered through a web UI that displays the login page Content is indexed under one account Need to write a query time security trimmer to trim results if required Microsoft Confidential
  34. 34. / enterprise search