Introduction to SharePoint 2010 Enterprise Search
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Slides for my updated Enterprise Search talk using SharePoint 2010. Presented on March 29, 2010 Oklahoma City SharePoint Users Group (OKCSUG).
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Introduction to SharePoint 2010 Enterprise Search
- 1. Introduction to SharePoint 2010 Enterprise Search Corey Roth Blog: www.dotnetmafia.com Twitter: twitter.com/coreyroth
- 2. Corey Roth Consultant for Stonebridge Worked in Consumer Electronics, Travel, Advertising, and Energy industries Currently doing SharePoint development specializing in Enterprise Search Microsoft Award for Customer Excellence (ACE) Winner MCTS: MOSS 2007 Configuring, Developer Very active in SharePoint community E-mail: coreyroth@gmail.com Twitter: twitter.com/coreyroth Blog: www.dotnetmafia.com
- 3. What is Enterprise Search? It helps you find your stuff…
- 4. What is Enterprise Search? Enterprise Search is one of Microsoft’s current offerings to do search in the Enterprise Included in SharePoint 2010, MOSS 2007 Also available as a stand alone product (Search Server 2010/ 2008 / Search Server Express) Allows for indexing and querying of documents from multiple sources (i.e.: documents, web sites, file shares, Active Directory (people), databases, web services, etc.)
- 5. Components of Enterprise Search Content Sources Crawled Properties Managed Properties Scopes File Types Crawl Rules
- 6. Content Sources Defines what is being crawled Configure a crawl for SharePoint, Web Sites, File Shares, Active Directory, Line of Business Systems (using BCS) etc. Specifies a full and incremental crawl schedule Can manually start crawls here
- 7. Search Center Out of the box site and web parts for searching and displaying results Can be created using the Site Settings menu on the root web site by enabled certain features Search Results can be customized using XSLT MOSS 2007 supports keyword search only for now (no wildcard) – For wildcard search alternative see wildcardsearch.codeplex.com (no longer necessary in SharePoint 2010)
- 8. Metadata Properties After a full crawl, Crawled Properties are created for any metadata discovered (i.e.: Site Columns, Columns in a database, etc.) Properties can be of type text, integer, decimal, date / time, boolean Only text properties are included in the index by default Managed Property - a property that can be queried on or displayed on the results page One or more Crawled Properties can be mapped to a Managed Property Managed Properties can be used to define scopes
- 9. Scopes Scopes allow you to predefine subsets of the search index using rules Rules can be created by web address, content source, or managed property query (i.e.: Color:”Red”) Scopes can be grouped together in Scope Display Groups for use in the Search Center
- 10. Querying Search Used to search by Managed Properties Can specify Scopes (Scope:”MyScope”) Can be passed via URL to CoreResultsWebPart (k Query String parameter) AND implied between each keyword (i.e.: Color:”Red” Size:”M” is the same Color=“Red” AND Size=“M”) OR implied when multiple keywords of the same managed property used (i.e.: Color:”Red” Color:”Blue” translates to Color=“Red” OR Color=“Blue”) Asterisk can be used to do wildcard searches (SP2010) Supports operators such as >, <, >=, <= etc (SP2010)
- 11. People Search in SharePoint 2010 Great way to find people in your organization Improved in SharePoint 2010 Support phonetic searching and synonyms Gateway to new social features
- 12. Search Center – Web Parts SearchBoxEx CoreResultsWebPart BestBets Paging AdvancedSearch PeopleCoreResultsWebPart – People Search RefinementWebPart (new in SharePoint 2010)
- 13. Search Center - Customization CoreResultsWebPart displays search results Columns property – XML specifying Managed Properties XSL – Transform the HTML output of the search results Column names are specified in lower case in XSL (i.e.: Color will be color)
- 14. Indexing Other Sources File Shares Database People
- 15. Drawbacks of Enterprise Search No out of the box Wildcard Search (i.e.: docum*) – Use DotNetMafiaWildcardSearchWebPart – http://wildcardsearch.codeplex.com (MOSS 2007) Search Center customizations limited to XSLT Advanced Search web part is ugly and not very configurable Cannot exclude sections of pages to not be indexed Most search web parts are sealed and cannot be inherited from
- 16. What’s new in 2010? Lots of things! More Options – Search Server 2010, SharePoint Server 2010, FAST Search Server 2010 Refinement Web Part Keyword Query Syntax Improvements – Wildcards! Multiple Index Servers Greatly improved People Search Common API between SharePoint Search and FAST
- 17. FAST Search Results Visual, Conversational Search Sorting on any property Scrolling PowerPoint Previews Visual Best Bets Thumbnails Refinement with counts on any property Similarity Search
- 18. Questions? Corey Roth Blog: www.dotnetmafia.com Twitter: twitter.com/coreyroth
Editor's Notes
- Demo how to create a content source.
- Search “Accounting” to see results from SharePoint, File Share, BDCSearch “December” to see results from inside Excel
- Demo how to set up managed properties.
- Demo querying search results.Color:”Red”ContentSource:”File Share”Scope:”
- Search for “Help Desk”Search for “Mike”
- Demo SearchDemo site. Show managed property and document link handler customizations.DemoFederatedSearch site to show federated results. Search for “Accounting”.Demo WildcardSearch. Search for “Account”.
- Set up these content sources. Show file types and crawl rules.Login as Jennifer Evans as demonstrate file share search not showing documents.
- Borrowed from SPC09 slide deck.