SharePoint s .Guru SharePoint 2013 Enterprise Search A Flawless Foundation for Finding

About the Speaker Worked on SharePoint since 2001 Three educational degrees two in IT Certified in SharePoint Participated as a speaker in many events / SharePoint conferences Passionate about ECM, Enterprise Search and Taxonomies 4/23/2019

Table of Contents Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 The Foundation of Find: Build the Search Application and Search Center Chapter 2 Find Anything... Anywhere: Multi-Source Indexing Chapter 3 Find What's about What: The Enhanced Search Results with Related Data Chapter 4 Find Inside and Out: Search Scopes Chapter 5 Pick as you Press: The Instant Search Suggestions Chapter 6 Take Your Search Anywhere: Implementing search web parts inside pages 4/23/2019 Hisham Qaddoumi

eco-nomica – Mark Steier Chapter 1 The Foundation of Find Build the Search Application and Search Center 4/23/2019 eco-nomica – Mark Steier

Enterprise Search: A History SharePoint 2003 Search: Primitive, poor look SharePoint 2007 Search: Started Enterprise Search, powerful engine, still too much work for better interface SharePoint 2010 Search: Two Search Experiences SharePoint 2010 Enterprise Search: Enhanced features of 2007 ES, better look and interface Fast 2010 Search: Powerful querying and indexing Engine, much better interactivity for user experience. 4/23/2019

SharePoint 2013 Enterprise Search Search is new and different from all previous versions of SharePoint The platform has been consolidated Built on a combination of FAST Search and SharePoint Search components, as well as new development work – it is the same from Foundation to Server Foundation Search is intended to replace WSS Search, Microsoft Search Server and Search Server Express from previous versions of SharePoint There are new components, new topology, new features All will be covered on subsequent slides It’s used pervasively throughout the product now in many different ways, in different features eDiscovery, navigation, topic pages, Internet facing business sites, etc. It’s installed by default when you run the farm configuration wizard SharePoint Search was in 2010; FAST Search for SharePoint was not 4/23/2019

Logical Architecture 4/23/2019

Index Component Feed / Query Replication Topology Changes Feeding: receives processed items from the content processing component and persists those items to index files Query: receives queries from the query processing component and provides results sets in return Replication Replicates index content between replicas within the same index partition Topology Changes Responsible to apply index partition changes when there is a topology change 4/23/2019

Query Processing Component Performs linguistic processing at query time: Word breaking, stemming, query spellchecking, thesaurus It receives queries and analyzes and processes the them to attempt to optimize precision, recall and relevancy; the processed query is submitted to the index component(s) As part of this it also decides which query rules are applicable, which index to send the query to, and whether to do any pre- or post-processing of the query The index returns a result set back to the query processing component, which processes it before sending it back 4/23/2019

How did you build your Search SA? SharePoint Configuration Wizard? SharePoint Central Administration through create new Service Application? Still Not working???? 4/23/2019

Stop it!!! You’ve officially exhausted your easy option 4/23/2019

Creating the Perfect Search Experience Search Application Creating the Perfect Search Experience Don’t Fret Not all command line processes are freaking horribel First Step SharePoint PowerShell command for initial creation and configuration. All databases SharePoint based functions are included through and easy search SA creation script Second Step Content Sources, Crawl Rules, Indexing Rules… Etc. all through Central Administration and Search Administration. There is a powerful web interface for that matter and it is safe to it for these purposes and you can still use PowerShell commands to achieve all this if you are a “Script Commando” Don’t Do It Avoid creating Search Application through any web tool from SharePoint 2013. If possible avoid creating any Search Application but through SharePoint PowerShell. 4/23/2019

Creating the Perfect Search SA SharePoint PowerShell command for initial creation and configuration Content Sources, Crawl Rules, Indexing Rules… Etc. all through Central Administration and Search Administration 4/23/2019

Search SA / Admin / Center Demo Search SA / Admin / Center 4/23/2019

Find Anything... Anywhere Chapter 2 Find Anything... Anywhere Multi-Source Indexing 4/23/2019

Crawling the Content The crawl role is responsible for crawling content sources. It delivers crawled items – both the actual content as well as their associated metadata – to the content processing component Invokes connectors or protocol handlers to content sources to retrieve data Does not do any document parsing (Content Processing Component does that) Information about content sources, schedules, etc. are synchronized to the registry on crawl servers from the search admin database The Crawl Database is used by the crawl component to store information about crawled items and to track crawl history Holds information such as the last crawl time, the last crawl ID and the type of update during the last crawl. 4/23/2019

How the Crawler Feeds Content Processing Index Component CPC Crawler CSS A crawler sends data to the Content Submission Service (CSS) CSS is then responsible to distribute loads across Content Processing Components (CPC) Inside the CPC the content is transformed and gets ready to be indexed Document parsing, word breaking, entity extraction, security, link info, and content from web service callout then sends the metadata and document content to an index component CPC then tells the Crawler whether the document was successfully indexed or not so failures can be retried; failed documents and error codes are shown in the Crawl Log 4/23/2019

Crawl Connectors The following connectors will be available out of the box in SharePoint: SharePoint HTTP File Share BDC – also includes these other connectors that are built on BDC framework: Exchange Public Folders Lotus Notes Documentum Connector Taxonomy Connector Requires the Term Store to be provisioned for crawling, so requires SharePoint Server People Profile Connector Requires the profile store to be deployed and populated; profile store is only part of SharePoint Server 4/23/2019

Content Crawling and Content Sources Demo Content Crawling and Content Sources 4/23/2019

Find What's about What Chapter 3 The Enhanced Search Results with Related Data 4/23/2019

Search UI Configuration Result Types Display Templates Search Navigation Search Refinement Query Suggestions Thumbnail Previews Search Portability Site Level Search Admin Summary 4/23/2019

Result Types SharePoint 2013 includes a new framework for presenting search results to end users called result types Result types have several elements that enable each type to be rendered differently: 4/23/2019

Display Templates Display templates contain the following characteristics: They define the visual layout of a Result Type A template is really just HTML You can edit it with ANY HTML designer you want – Dreamweaver, SharePoint Designer, Visual Studio, Notepad – doesn’t matter You add placeholders to your HTML file where managed properties should be emitted It gives you a real WYSIWIG experience when designing templates A set of display templates is included OOB; you can find them in the Master Pages/Display Templates/Search folder Site collection admins can upload new display templates 4/23/2019

Result Type with Display Template Example Here’s an example of a custom result type and display template for .TXT file search results: 4/23/2019

SharePoint OOB Result Types Demo SharePoint OOB Result Types 4/23/2019

Chapter 4 Find Inside and Out Search Scopes 4/23/2019

What Are Search Scopes? Search scopes allow users to narrow their searches based on the topics, areas, and content sources of items on the portal. Search scopes appear to all users in a list next to the portal search box. Search scopes may be limited by either topics and areas or the type of content sources where content outside the portal can be found. Content sources outside the portal can be grouped into certain types, and you may want to limit your search scope to exclude or include particular content source groups. 4/23/2019

Search Scopes in SharePoint 2010 Created on the SA Level Require Compilation and Re-indexing Limited with OOB Search Result Interface 4/23/2019

Where Are The Search Scopes in SP 2013? 4/23/2019

Search Scopes in SharePoint 2013 Search Scopes Deprecated in 2013! Replaced by Result Sources No configuration from Central Admin No index compilation 4/23/2019

I heavily use Search Scopes. Am I Doomed? 4/23/2019

Search Scopes in 2013 Replaced by Result Sources Achievable by: Creating new search results page Change Query in result web part and edit the query to match your scope Add the link to this page through “Search Navigation” settings 4/23/2019

Demo Search Scopes in 2013 4/23/2019

Chapter 5 Pick as you Press The Instant Search Suggestions 4/23/2019

Query Suggestions Query suggestions take a big leap forward in usability. It improves on the experience as follows: Your personal SharePoint activity factors into the query suggestions, i.e. you have a personal query log It includes weighting based on sites that you have previously visited It uses the most frequent queries across all users that “match” the search terms The behavior of the query suggestions turns into more of a “browse and find” kind of experience You can also add inclusion and exclusion lists for suggestions via the search service application admin pages 4/23/2019

Query Suggestion Types There are two types of query suggestions – what you see when you are entering a query, and what you see when you get results When entering a query you will see two types of suggestions: A list of items you have clicked on before from your personal query log A list of items that others are typing for their queries When you get query results back, you will get another set of suggestions They are a list of links that you have clicked through at least twice before and that match your search criteria 4/23/2019

Query Suggestion Examples After the Query Suggestion Top 3 items are ones you clicked before Before the Query Suggestion Above are items based on what other users have queried and found Bottom 3 items are ones you clicked before 4/23/2019

Demo Query Suggestions in 2013 4/23/2019

Take Your Search Anywhere Chapter 6 Take Your Search Anywhere Implementing search web parts inside pages 4/23/2019

Search Web Parts Enhanced more than ever Content and search related Perfect for easy Search Application creation 4/23/2019

Search Web Parts 4/23/2019

Demo Search Web Parts 4/23/2019

What Did We Learn? What's Enterprise search (SharePoint 2013 point of view) Understanding the fundamentals of SharePoint 2013 Enterprise Search Experience Building the perfect Search Service Application and Search Related Application in ease Create on environment for all your searches. 4/23/2019

Questions? Thank You hishamqaddomi hqaddomi +HishamQaddomi hqaddomi@outlook.com Thank You Questions? www.sharepoints.guru www.hishamqaddomi.ca 4/23/2019