Inetium and New Horizons_ MOSS Search Deep Dive

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Inetium and New Horizons_ MOSS Search Deep Dive Powered By Docstoc
					SharePoint 2007: Search Deep Dive
Erik Mau Inetium

• • • • • • Search Overview User Experience Extensibility Administration Scenarios Q&A


• • • • • Topology High-level Architecture Performance WSS vs. MOSS Search Comparison Search Server 2008

• Single Server • Separate Index Server with WFE playing Query Role • Separate Index and Separate Query Server • Index Server can crawl itself or a specific WFE

• • • • • • • • Index Engine Query Engine Protocol Handlers IFilters Content Index Property Store Search Configuration Wordbreakers

• • • • Change Log / Security Change Only Crawl Continuous Propagation 10s of Millions of documents per Indexer WSS sites use MOSS Search

WSS vs. MOSS Search Comparison
Windows SharePoint Services Microsoft Office SharePoint Server

Can Index

Local SharePoint content

SharePoint, Web, Exchange File Shares, Notes, LOB… X X

Rich, relevant results Alerts, RSS, DYM, Dup collapse
Scopes, Managed Properties Best Bets, Result Removal, Query Reports


People Search, *KN **BDC Search


APIs Provided

Query * Knowledge Network is a separate product ** BDC is Enterprise CAL

Query + Admin

Introducing Microsoft Search Server 2008 Express


• • • • Search Center Search Usability Features Power User Features Demo

Search Center
• Site Template • Tabbed Interface • Multiple Entrypoints • Keywords, Definitions, and Best Bets • Extensible

Search Usability Features
• Hit Highlighting

• “Did you mean” feature

• Duplicate collapsing

“Power User” Features
• Property-based Searches
• • • • Customer:Acme (find all items where Customer metadata = Acme) Author:”Sally Jones” (find all items authored by Sally Jones) ContentType:task (find all items of a specific content type) Site:


Keyword Searches
• +Solution (keyword inclusion)

• •

-Plumtree (keyword exclusion) Quotes for Exact Match (i.e., “User Group”)



• • • • Search Web Parts Search Tabs Search API Demo

Browser-Based Extensibility Options
• Search Web Parts
– – – – – – – Search Box / Advanced Search Search Summary Search Statistics Search Paging Search Actions Search Best Bets / High Confidence Results Search Results

• Search Tab Pages

Search Input Web Parts
• Search Box
– – – – Scope options Additional query terms Advanced Search Page Search Results Page

• Advanced Search
– Input types – Properties (metadata) – Search Results Page

Search Utility Web Parts
• Search Summary
– “Did you mean” – “You searched for”

• Search Statistics • Search Paging
– Next / Prev Text – Next / Prev Images

• Search Action Links
– Determine what links to display

Search Best Bets / High Confidence Results
• • • • • • Same web part, different configuration XSLT for display Show Keywords? Show Best Bets? Show High Confidence Matches Best Bet Limit

Search Core Results
• • • • • • Results per Page Enable removal of duplicates Enable stemming Selected Columns Configurable XSLT Scope

Search Tabs
• Based off of lists in Search Center Site
– Tabs in Search Pages – Tabs in Search Results

• Process:
– – – – – Create Entry Page Create Results Page Configure Web Parts on Entry and Results Page Add Entry Page to Tabs in Search Pages Add Results Page to Tabs in Search Results

Bringing it all together…

Search API
• KeywordQuery
– Allows basic property-based and free text queries – Namespace: Microsoft.Office.Server.Search.Query – Example:
KeyWordQuery query = new KeyWordQuery(); query.SelectProperties.Add(“Customer”); query.QueryText = “Author:Erik SharePoint”; ResultTableCollection results = query.Execute();

Search API
• FullTextSqlQuery
– Allows highly customized MSFT Full text search syntax queries – Namespace: Microsoft.Office.Server.Search.Query – Example:
FullTextSqlQuery query = new FullTextSqlQuery(); query.QueryText = “SELECT Customer, Path FROM Scope() WHERE …”; ResultTableCollection results = query.Execute();



• • • • SSP Administration Features SSP Administration Demo Site Collection Administration Features Site Collection Administration Demo

Search Administration


SSP Administration Overview
• Search is managed at the Shared Service Provider (SSP) • Provides management of:
– Content Sources (What is being indexed) – Managed Properties (How users want to perform advanced searches) – Scopes (How users want to search) – Relevance (What content sources are more relevant) – Health (What are users searching for and how are my crawls performing)

Content Source Management
• What can we index?
– – – – – – SharePoint Sites (v2, v3) Web Sites File Shares Exchange Public Folders Lotus Notes Business Data (BDC)

Business Data Catalog
• MOSS 2007 (e-cal) provides access to business data to users
– Data is accessed through the Business Data Catalog
• • Databases Web Services

– Exposed to many features in SharePoint
• • Web Parts (Lists and Details) Metadata Columns

Business Data Catalog
• Search can easily index the data
– No need to write code – Highly customizable results – Launching pad into other web-based, querystringaddressable applications. – Integrated search results in the search center:
• • • Documents Web Content Business Data

Metadata Property Mappings
• Crawled Properties
– SharePoint “discovers” properties during crawl – Organized in categories – Can be included/excluded in the index

• Managed Properties
– Out-of-the-box Managed Properties – Custom-defined Properties (i.e. CustomerName)
• CustomerName:Acme

– One Managed Property can be associated to 1 or more Crawled Properties

Scope Management
• Logical organization of crawled content • Rule-based
– Web Address / Folder – Property Query (Author = John Doe) – Specific Content Source

• Supports multiple rules (joined via ANDs / Ors) • Supports content exclusion • Site Collections “opt-in” to SSP-defined scopes

• Authoritative Pages
– Three levels of “authority” – Ability to demote sites

• Relevancy API
– API Available to change the ranking of managed properties

Crawl Log
• Administrative interface for viewing crawl history • Summary View • Details View

Search Usage Reporting
• Out of the box usage reporting in MOSS
– Query volume trends, top queries, click through rates, queries with zero results, etc. – At both SSP and site collection levels – Export data for extended reporting in Excel

Search Usage Reporting

Search Administration


Search Administration


Site Collection Administration Overview
• • • • • Site Collection Scopes Scope Visibility Search Visibility Settings Keywords / Best Bets Management Site Collection Search Usage Reports

Site Collection Scopes
• Similar interface to SSP Scope Management • Organize by Display Group • Same flexibility for rules

Scope Visibility
• Define Display Groups • Groups Control Visibility on Search Web Parts

Search Visibility
• Control if a site shows up in search results • Sites are already security trimmed • Example: Search Center Set to “No”

Keywords & Best Bets
• Use query reporting to help define keywords • Use keywords to provide access to content inaccessible to the crawler

Search Administration



Scenario 1: Creating a Search Tab
The sales department at Litware, Inc. would like easier access to their documents in SharePoint, documents on a legacy file share, and information on one of their competitor sites. Solution: -New Content Sources -New Scope -New Search Center Tab

Scenario 2: Customizing Search Results
The sales department at Litware, Inc. is raving about their new search tab, but would like to display additional information about their documents in the search results. They have several document types and are using the business data catalog for associating customers to documents. They would also like to search for customer records in the same search tab. Solution: -BDC -New Managed Properties -Custom XSLT for Search Results Web Part

Scenario 3: Searching by Metadata
The power users on the sales team regularly use the property-based syntax to find documents for a specific customer or by document type. The sales team would like to make it easier to find content using metadata.
Solution: -Managed Property -Advanced Search Web Part Or Content Editor Web Part

Scenario 4: Keywords and Best Bets
The sales team is about to begin creating their sales plans for fiscal 2008. Many team members use the search functionality to find their plans from other fiscal years. The management team wants to ensure that team members use the new planning template for F’08.
Solution: -Define Keyword and Synonyms -Define Best Bet

Scenario 5: Relevant Results
Jerry from engineering is frustrated that every time he performs searches for certain keywords, there are links to one of their competitors web sites in the search results. Solution: -Demote competitor site -Exclude competitor site from All Sites scope


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