1. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Welcome to the Minnesota SharePoint User Group February 9 th, 2011 SharePoint Search / FAST Brian Caauwe, Raymond Mitchell

2. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Agenda Introductions Search Overview Basics Break Scenarios Q & A http://www.sharepointmn.com

3. Meeting # 75 http://www.sharepointmn.com 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

4. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Introductions – MNSPUG Sponsors Avtex (www.avtex.com)www.avtex.com Technology consulting company Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com)www.benchmarklearning.com Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com Wrox Press (www.wrox.com)www.wrox.com http://www.sharepointmn.com

5. Meeting # 75 http://www.sharepointmn.com Meeting # 75 www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com New year = new site? We hope so! www.sharepointmn.com http://www.sharepointmn.com

6. Meeting # 75 http://www.sharepointmn.com Meeting # 75 Social Networking Linked In group – The most interactive… includes job postings… – http://www.linkedin.com/groups?gid=1878792 http://www.linkedin.com/groups?gid=1878792 Facebook group – http://www.facebook.com/home.php?#/group.php?gid=27333305456 http://www.facebook.com/home.php?#/group.php?gid=27333305456 Twitter: @MNSPUG and #MNSPUG http://www.sharepointmn.com

7. Meeting # 75 http://www.sharepointmn.com 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 www.sharepointmn.com for updates!www.sharepointmn.com Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

8. Meeting # 75 Local Events SharePoint Saturday – April 9, 2011 Normandale Community College Schedule / Sessions coming VERY soon! http://www.sharepointsaturday.org/twincities

9. http://www.sharepointmn.com Meeting # 75 Conferences Best Practices Conference – Week of March 7th, 2011 http://www.bestpracticesconference.com/ La Jolla, CA http://www.bestpracticesconference.com/ SharePoint Connections – March 27-30th, 2011 http://www.devconnections.com/conf/default.aspx?s=162 Orlando, FL TechEd, North America – May 16-19th, 2011 http://northamerica.msteched.com/ Atlanta, GA Next Microsoft SharePoint Conference … October 3-6, 2011 http://www.mssharepointconference.com Anaheim, CA http://www.mssharepointconference.com

10. http://www.sharepointmn.com Meeting # 75 Books

11. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Search Overview http://www.sharepointmn.com

12. 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

13. http://www.sharepointmn.com Meeting # 75 SharePoint Foundation 2010 SharePoint Foundation Search Service – Allows searching at the site level No additional configurations available

14. http://www.sharepointmn.com 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

15. http://www.sharepointmn.com 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

16. http://www.sharepointmn.com 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

17. http://www.sharepointmn.com Meeting # 75 Index and search SharePoint content Index and search file share and external system content People and profile searching Search Overview

18. http://www.sharepointmn.com 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

19. http://www.sharepointmn.com Meeting # 75 Walk: Customize search results pages Add more scopes, results pages, Best Bets Add Federated search results Search Overview

20. http://www.sharepointmn.com 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

21. http://www.sharepointmn.com Meeting # 75 Farm Administrator(s) Search Administrator(s) Site Collection Administrators Administration Roles

22. http://www.sharepointmn.com Meeting # 75 Administration Concepts Search Administration Content Sources Crawl Rules Search Scopes Crawled vs. Managed Properties Farm Administration Service Applications Server Roles Service Accounts

23. http://www.sharepointmn.com Meeting # 75 Search Administration Content Sources SharePoint Sites Web Sites File Shares Exchange Public Folders BCS / External Data Custom

24. http://www.sharepointmn.com Meeting # 75 Search Administration Crawl Rules Special inclusion and exclusion rules Authentication – Custom credentials – Client certificate Advanced options

25. http://www.sharepointmn.com 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

26. http://www.sharepointmn.com 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

27. http://www.sharepointmn.com Meeting # 75 Farm Administration Service Applications Separate, reusable component Can have more than one per farm Can consume from other farms Maintains configuration information

28. http://www.sharepointmn.com Meeting # 75 Farm Administration Server Roles Query Index Services Foundation (Foundation Help) SharePoint Server Search

29. http://www.sharepointmn.com 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

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

31. http://www.sharepointmn.com Meeting # 75 Administration Search configured from Central Administration Search configured at the Site Collection Search configured from PowerShell (on the server)

32. http://www.sharepointmn.com Meeting # 75 Administration - CA

33. http://www.sharepointmn.com Meeting # 75 Administration – Site Collection

34. http://www.sharepointmn.com Meeting # 75 Administration - PowerShell Get-SPSearchServiceInstance Get-SPEnterpriseSearchServiceInstance Get-SPEnterpriseSearchServiceApplication New-SPEnterpriseSearchCrawlTopology Get-SPEnterpriseSearchMetadataCrawledProperty New-SPEnterpriseSearchMetadataManagedProperty Get-SPEnterpriseSearchQueryScope Get / Set / New / Remove-SPEnterpriseSearch…

35. http://www.sharepointmn.com Meeting # 75 Customization / Development Overview Custom Search Pages – Scopes – Refiners – External Data – Federated Search – Customized search results

36. http://www.sharepointmn.com Meeting # 75 Customization / Development Overview Custom Search Applications – using the object model – using web services

37. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Basics http://www.sharepointmn.com

38. 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

39. http://www.sharepointmn.com 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)

40. http://www.sharepointmn.com Meeting # 75 Search Experience Demo Foundation Search Search Center

41. http://www.sharepointmn.com Meeting # 75 People Search Searches SharePoint’s Profile Database – Populated from Active Directory / External Data Architecture Dependencies Property Search Phonetic Search Vanity Search

42. http://www.sharepointmn.com Meeting # 75 People Search Architecture Dependencies Managed Metadata Service Application (Taxonomy) Search Service Application User Profile Service Application

43. http://www.sharepointmn.com Meeting # 75 People Search Property Search People Search Box – Scope options – Additional query terms – Search Results Page – Managed Properties

44. http://www.sharepointmn.com Meeting # 75 People Search Phonetic Search Misspelling Nicknames

45. http://www.sharepointmn.com Meeting # 75 People Search Vanity Search How often search has led to you Matched keyword

46. http://www.sharepointmn.com Meeting # 75 People Search Demo Search Center Tab Custom people results

47. http://www.sharepointmn.com Meeting # 75 Configuring Search Central Administration Site Collection Settings

48. http://www.sharepointmn.com 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

49. http://www.sharepointmn.com Meeting # 75 Configuring Search Demo Central Admin  Service Application Site Actions  Site Collection Settings

50. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Break http://www.sharepointmn.com

51. Meeting # 75 http://www.sharepointmn.com Meeting # 75 Scenarios http://www.sharepointmn.com

52. 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

53. http://www.sharepointmn.com 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

54. http://www.sharepointmn.com 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

55. http://www.sharepointmn.com 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

56. http://www.sharepointmn.com 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

57. http://www.sharepointmn.com 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

58. http://www.sharepointmn.com 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

59. http://www.sharepointmn.com Meeting # 75 Scenario: Core Search Web Parts Edit a search page Modify core search results – XSL to show XML – Implement custom display

60. http://www.sharepointmn.com 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

61. http://www.sharepointmn.com Meeting # 75 Scenario: Refinement Panel Configurable Web Part Allows users to drill in to search results Refiners – Managed Property – Taxonomy – Ranking Model – Custom

62. http://www.sharepointmn.com Meeting # 75 Scenario: Refinement Panel Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise Additional version specific details – Deep refinements with FAST

63. http://www.sharepointmn.com 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

64. http://www.sharepointmn.com 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”

65. http://www.sharepointmn.com 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

66. http://www.sharepointmn.com Meeting # 75 Scenario: Federated Search Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

67. http://www.sharepointmn.com Meeting # 75 Scenario: Federated Search Simple Twitter Example Pretty Twitter Example

68. http://www.sharepointmn.com Meeting # 75 Recap: Federated Search Bring in data from external sources Possibly sending data outside your organization Federated Search Connector Gallery – http://technet.microsoft.com/en- us/enterprisesearch/ff727944.aspx http://technet.microsoft.com/en- us/enterprisesearch/ff727944.aspx

69. http://www.sharepointmn.com 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

70. http://www.sharepointmn.com Meeting # 75 Scenario: Search Statistics Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

71. http://www.sharepointmn.com 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

72. http://www.sharepointmn.com 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

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

74. http://www.sharepointmn.com Meeting # 75 Scenario: Best Bets Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

75. http://www.sharepointmn.com Meeting # 75 Scenario: Best Bets Create Keyword Create Best Bet Show Search Results Talk publishing/expiration

76. http://www.sharepointmn.com Meeting # 75 Recap: Best Bets Simplify common searches (HR/Human Resources) Improve find ability Drive traffic

77. http://www.sharepointmn.com Meeting # 75 Scenario: Scopes Configure at Site Collection or Service Application Rules based inclusion / exclusions Target configurable results page

78. http://www.sharepointmn.com Meeting # 75 Scenario: Scopes Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise Additional version specific details – Foundation scopes are not configurable

79. http://www.sharepointmn.com Meeting # 75 Scenario: Scopes Site Collection Scope Shared Scope Configure Core Results to use scope Query string

80. http://www.sharepointmn.com Meeting # 75 Recap: Scopes URL based rules Managed Property based rules Drive traffic to results pages Use in conjunction with Tabs

81. http://www.sharepointmn.com Meeting # 75 Scenario: FAST Search Server for SharePoint Configurable Web Parts Separate installation Requires SharePoint Server Enterprise

82. http://www.sharepointmn.com Meeting # 75 Scenario: FAST Search Server for SharePoint Editions: Foundation Search Server Express SharePoint Server Standard SharePoint Server Enterprise

83. http://www.sharepointmn.com Meeting # 75 Scenario: FAST Search Server for SharePoint Show Office Document Preview Show Visual Best Bet Show Deep Refiners Show Property Sorting

84. http://www.sharepointmn.com 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

85. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Q & A http://www.sharepointmn.com

86. Meeting # 75 References Comparing SharePoint Editions http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx Microsoft TechNet SharePoint Products Twitter Federation Example http://www.thesanitypoint.com/archive/2009/06/12/search-federation-with- sharepoint-part-1.aspx Federated Search Connector Gallery http://technet.microsoft.com/en-us/enterprisesearch/ff727944.aspx http://technet.microsoft.com/en-us/enterprisesearch/ff727944.aspx

87. http://www.sharepointmn.com Meeting # 75 http://www.sharepointmn.com Meeting # 75 Thanks for coming! http://www.sharepointmn.com