Meeting # 75 Meeting # 75 Welcome to the Minnesota SharePoint User Group February 9 th, 2011 SharePoint Search / FAST Brian Caauwe, Raymond Mitchell

Meeting # 75 Meeting # 75 Agenda Introductions Search Overview Basics Break Scenarios Q & A

Meeting # 75 Meeting # 75 User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

Meeting # 75 Meeting # 75 Introductions – MNSPUG Sponsors Avtex ( Technology consulting company Practice area focused on SharePoint Benchmark Learning ( Training on many technologies Microsoft ( Wrox Press (

Meeting # 75 Meeting # 75 Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations New year = new site? We hope so!

Meeting # 75 Meeting # 75 Social Networking Linked In group – The most interactive… includes job postings… – Facebook group – and #MNSPUG

Meeting # 75 Meeting # 75 Upcoming Schedule Next Meeting March 9 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: SharePoint Workflow / Business Process Automation Check for updates! Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office

Meeting # 75 Local Events SharePoint Saturday – April 9, 2011 Normandale Community College Schedule / Sessions coming VERY soon!

Meeting # 75 Conferences Best Practices Conference – Week of March 7th, La Jolla, CA SharePoint Connections – March 27-30th, Orlando, FL TechEd, North America – May 16-19th, Atlanta, GA Next Microsoft SharePoint Conference … October 3-6, Anaheim, CA

Meeting # 75 Books

Meeting # 75 Meeting # 75 Search Overview

Meeting # 75 Versions / Capabilities SharePoint Foundation 2010 Search Server Express 2010 SharePoint Server 2010 – Standard – Enterprise FAST Search Server 2010 for SharePoint – Requires SharePoint Server 2010 Enterprise

Meeting # 75 SharePoint Foundation 2010 SharePoint Foundation Search Service – Allows searching at the site level No additional configurations available

Meeting # 75 Search Server Express 2010 SharePoint Foundation Help Search Service SharePoint Search Service Search Service Application – Not scalable Basic Search Center Core Search web parts

Meeting # 75 SharePoint Server Standard – SharePoint Foundation Help Search Service – SharePoint Search Service – Search Service Application – Basic & Enterprise Search Center – Core Search web parts – People Search Enterprise – FAST site templates

Meeting # 75 FAST Search Server for SharePoint Additional Install All features and services from Server Deep Refinements Visual Best Bets Contextual Search Similar Results Extreme Scalability

Meeting # 75 Index and search SharePoint content Index and search file share and external system content People and profile searching Search Overview

Meeting # 75 Crawl: Index out of the box content sources (SharePoint content, file shares, other web servers) Use out of the box search results pages Provide People Search Search Overview

Meeting # 75 Walk: Customize search results pages Add more scopes, results pages, Best Bets Add Federated search results Search Overview

Meeting # 75 Run: Build solutions based on SharePoint search Index External Content using the BCS Build more complicated search architectures to accommodate remote data FAST integration Extend search beyond SharePoint – Browser search provider, Windows Search, Custom applications Search Overview

Meeting # 75 Farm Administrator(s) Search Administrator(s) Site Collection Administrators Administration Roles

Meeting # 75 Administration Concepts Search Administration Content Sources Crawl Rules Search Scopes Crawled vs. Managed Properties Farm Administration Service Applications Server Roles Service Accounts

Meeting # 75 Search Administration Content Sources SharePoint Sites Web Sites File Shares Exchange Public Folders BCS / External Data Custom

Meeting # 75 Search Administration Crawl Rules Special inclusion and exclusion rules Authentication – Custom credentials – Client certificate Advanced options

Meeting # 75 Search Administration Search Scopes Defines a subset of information in the search index Shared vs. Site Collection Limit results to common data elements or data related to a specific audience Can be configured to align with your site’s taxonomy

Meeting # 75 Search Administration Crawled vs. Managed Properties Crawled – Metadata discovered during indexing Managed – Mapping one or more crawled properties into a single friendly-named property – Can be configured to be used in scopes – Used to weigh search results – Can be used in refinements and in displays

Meeting # 75 Farm Administration Service Applications Separate, reusable component Can have more than one per farm Can consume from other farms Maintains configuration information

Meeting # 75 Farm Administration Server Roles Query Index Services Foundation (Foundation Help) SharePoint Server Search

Meeting # 75 Farm Administration Service Accounts Search Service Accounts Application Pool Account Default Content Access Account – Crawl Rules can specify different content access account credentials

Meeting # 75 Planning Search Architecture Limits Best Practices – Don’t index EVERYTHING – Scheduling content crawls – Delegate configuration/maintenance/tuning iFilters (PDF, others)

Meeting # 75 Administration Search configured from Central Administration Search configured at the Site Collection Search configured from PowerShell (on the server)

Meeting # 75 Administration - CA

Meeting # 75 Administration – Site Collection

Meeting # 75 Administration - PowerShell Get-SPSearchServiceInstance Get-SPEnterpriseSearchServiceInstance Get-SPEnterpriseSearchServiceApplication New-SPEnterpriseSearchCrawlTopology Get-SPEnterpriseSearchMetadataCrawledProperty New-SPEnterpriseSearchMetadataManagedProperty Get-SPEnterpriseSearchQueryScope Get / Set / New / Remove-SPEnterpriseSearch…

Meeting # 75 Customization / Development Overview Custom Search Pages – Scopes – Refiners – External Data – Federated Search – Customized search results

Meeting # 75 Customization / Development Overview Custom Search Applications – using the object model – using web services

Meeting # 75 Meeting # 75 Basics

Meeting # 75 Search Syntax Wildcard – Matching support for keywords and properties Bench* jobtitle:*Manager”* Boolean – Supports AND / OR for keywords and properties (“Search” OR “SharePoint Search”) AND (title:”keyword syntax” OR title:”query syntax”) Operators – Supports for property restrictions =, >, = Can create range refinements Search Experience

Meeting # 75 Search Experience Foundation Search – Built-in scopes “This Site”, “This List” – searchresults.aspx Server Search – Additional, configurable scopes – Default OSSSearchResults.aspx (Application Page) – Search Center Results.aspx (Web Part Page, Publishing Layout Page)

Meeting # 75 Search Experience Demo Foundation Search Search Center

Meeting # 75 People Search Searches SharePoint’s Profile Database – Populated from Active Directory / External Data Architecture Dependencies Property Search Phonetic Search Vanity Search

Meeting # 75 People Search Architecture Dependencies Managed Metadata Service Application (Taxonomy) Search Service Application User Profile Service Application

Meeting # 75 People Search Property Search People Search Box – Scope options – Additional query terms – Search Results Page – Managed Properties

Meeting # 75 People Search Phonetic Search Misspelling Nicknames

Meeting # 75 People Search Vanity Search How often search has led to you Matched keyword

Meeting # 75 People Search Demo Search Center Tab Custom people results

Meeting # 75 Configuring Search Central Administration Site Collection Settings

Meeting # 75 Configuring Search Central Administration Service Applications Server Roles Content Sources Crawl Schedules Crawl Rules Search Scopes File Types / iFilters Metadata Properties Site Collection Settings Search Center Configuration Scopes dropdown mode Search results page Scope management Keywords / Best Bets

Meeting # 75 Configuring Search Demo Central Admin  Service Application Site Actions  Site Collection Settings

Meeting # 75 Meeting # 75 Break

Meeting # 75 Meeting # 75 Scenarios

Meeting # 75 Scenario: Core Search Web Parts Configurable Web Parts – Search Box – Search Summary – Refinement Panel – Search Statistics – Action Links – Best Bets – Paging – Core Results

Meeting # 75 Core Search – Web Parts Search Box – Scope options – Additional query terms – Advanced search page – Search results page Search Summary – “Did you mean” – “You searched for” Scenario: Core Search Web Parts

Meeting # 75 Core Search – Web Parts Refinement Panel – Configure Refiners Managed Properties – Automatic Refiners Managed Metadata Tags Search Statistics Action Links – Determine what links to display Scenario: Core Search Web Parts

Meeting # 75 Core Search – Web Parts Best Bets – Same web part, different configuration – XSLT for display – Show Keywords? – Show Best Bets? – Show High Confidence Matches – Best Bet Limit Scenario: Core Search Web Parts

Meeting # 75 Core Search – Web Parts Paging – Next / Previous text and images Core Results – Location / Scope – Results per page – Enable removal of duplicates – Enable stemming – Selected Columns – Configurable XSLT Scenario: Core Search Web Parts

Meeting # 75 Scenario: Core Search Web Parts Refinement Panel Search Box Search Tabs Search Core Results Search Statistics Search Action Links Search Best Bets Federated Results

Meeting # 75 Scenario: Core Search Web Parts Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise Additional version specific details – Office document preview with FAST

Meeting # 75 Scenario: Core Search Web Parts Edit a search page Modify core search results – XSL to show XML – Implement custom display

Meeting # 75 Recap: Core Search Web Parts Search Screens are made up of many web parts Highly configurable Can be used to create custom search applications

Meeting # 75 Scenario: Refinement Panel Configurable Web Part Allows users to drill in to search results Refiners – Managed Property – Taxonomy – Ranking Model – Custom

Meeting # 75 Scenario: Refinement Panel Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise Additional version specific details – Deep refinements with FAST

Meeting # 75 Scenario: Refinement Panel Show default refiner configurations Show valuemapping refiner for result type Add rangemapping refiner for file size Add taxonomy refiner for product Add count attribute

Meeting # 75 Recap: Refinement Panel Automatic refinements with Managed Metadata Configurable refinements with Managed Properties Value and Range Mappings are configurable Hit count based on sample of results Customizable display with XSLT Remember to uncheck “Use Default Configuration”

Meeting # 75 Scenario: Federated Search Include search results from other sources Returns XML with results that needs to be styled 2007.FLD 2010.FLD,.OSDX

Meeting # 75 Scenario: Federated Search Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

Meeting # 75 Scenario: Federated Search Simple Twitter Example Pretty Twitter Example

Meeting # 75 Recap: Federated Search Bring in data from external sources Possibly sending data outside your organization Federated Search Connector Gallery – us/enterprisesearch/ff aspx us/enterprisesearch/ff aspx

Meeting # 75 Scenario: Search Statistics Out of the box reports Administrator reports for back end performance Site collection reports for usage Schedule Reports Ship with SharePoint Server Standard, Enterprise

Meeting # 75 Scenario: Search Statistics Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

Meeting # 75 Scenario: Search Statistics Administration Reports – Used to isolate performance issues – Used to scale environment Analytic Reports – Available at service application or site collection – Configurable date range – Top Queries – Failed Queries – Best Bet suggestions – Schedule Reports

Meeting # 75 Recap: Search Statistics Available at Service Application or Site Collection Site Collection reports can be scheduled Use to find out how people are using it Best Bet Suggestions

Meeting # 75 Scenario: Best Bets Keywords – Define synonyms – Provide description for common search terms Best Bets – Recommended links (internal/external) – High visibility placement

Meeting # 75 Scenario: Best Bets Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

Meeting # 75 Scenario: Best Bets Create Keyword Create Best Bet Show Search Results Talk publishing/expiration

Meeting # 75 Recap: Best Bets Simplify common searches (HR/Human Resources) Improve find ability Drive traffic

Meeting # 75 Scenario: Scopes Configure at Site Collection or Service Application Rules based inclusion / exclusions Target configurable results page

Meeting # 75 Scenario: Scopes Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise Additional version specific details – Foundation scopes are not configurable

Meeting # 75 Scenario: Scopes Site Collection Scope Shared Scope Configure Core Results to use scope Query string

Meeting # 75 Recap: Scopes URL based rules Managed Property based rules Drive traffic to results pages Use in conjunction with Tabs

Meeting # 75 Scenario: FAST Search Server for SharePoint Configurable Web Parts Separate installation Requires SharePoint Server Enterprise

Meeting # 75 Scenario: FAST Search Server for SharePoint Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

Meeting # 75 Scenario: FAST Search Server for SharePoint Show Office Document Preview Show Visual Best Bet Show Deep Refiners Show Property Sorting

Meeting # 75 Recap: FAST Search Server for SharePoint Requires SharePoint Server Enterprise Use for complex scenarios Automatically provides previews for Office types Visual best bets can be code snippets or images Allows custom sorting

Meeting # 75 Meeting # 75 Q & A

Meeting # 75 References Comparing SharePoint Editions Microsoft TechNet SharePoint Products Twitter Federation Example sharepoint-part-1.aspx Federated Search Connector Gallery

Meeting # 75 Meeting # 75 Thanks for coming!