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Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

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Slides from my introduction to SharePoint 2010 Enterprise Search talk given at NWA TechFest on July 8th, 2010.
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NWA TechFest 2010 | Thu, Jul 8 th , 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks Help us Thank our Sponsors: NWA TechFest 2010 | Thu, Jul 8 th , 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks
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Page 1: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Help usThank ourSponsors:

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 2: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Introduction to SharePoint 2010 Enterprise SearchCorey RothStonebridgeTwitter: @coreyrothBlog: www.dotnetmafia.com

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 3: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Please be courteous to your fellow attendees

and

set your phones to vibrate or silent mode!

Please Be Courteous!

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 4: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Session Objectives and Takeaways

Session Objective(s): Learn what you can index in Enterprise SearchSession Objective 2

How to configure SearchLearn Enterprise Search terminology

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 5: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Corey Roth

Consultant for Stonebridge in Tulsa, OKWorked in Consumer Electronics, Travel, Advertising, and Energy industriesCurrently doing SharePoint development specializing in Enterprise SearchMicrosoft Solutions AdvocateMicrosoft Award for Customer Excellence (ACE) WinnerE-mail: [email protected] Twitter: @coreyrothBlog: www.dotnetmafia.com

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 6: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

What is Enterprise Search?

A tool to help your users find what they are looking for.

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 7: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

What is Enterprise Search?

Enterprise Search is one of Microsoft’s current offerings to do search in the EnterpriseIncluded in SharePoint 2010, MOSS 2007Also 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.)

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 8: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Components of Enterprise Search

Content SourcesCrawled PropertiesManaged PropertiesScopesFile TypesCrawl Rules

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 9: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Search Center

Out of the box site and web parts for searching and displaying resultsCan be created using the Site Settings menu on the root web site by enabled certain featuresSearch Results can be customized using XSLTMOSS 2007 supports keyword search only for now (no wildcard) – For wildcard search alternative see wildcardsearch.codeplex.com (no longer necessary in SharePoint 2010)

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 10: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

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, booleanOnly text properties are included in the index by defaultManaged Property - a property that can be queried on or displayed on the results pageOne or more Crawled Properties can be mapped to a Managed PropertyManaged Properties can be used to define scopes

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 11: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Scopes

Scopes allow you to predefine subsets of the search index using rulesRules 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

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 12: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Querying Search

Used to search by Managed PropertiesCan 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)

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 13: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

People Search in SharePoint 2010

Great way to find people in your organizationImproved in SharePoint 2010Support phonetic searching and synonymsGateway to new social features

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 14: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Search Center – Web Parts

SearchBoxExCoreResultsWebPartBestBetsPagingAdvancedSearchPeopleCoreResultsWebPart – People SearchRefinementWebPart (new in SharePoint 2010)

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 15: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Drawbacks of Enterprise Search

No out of the box Wildcard Search (i.e.: docum*) – Use DotNetMafia WildcardSearchWebPart – http://wildcardsearch.codeplex.com (MOSS 2007)Search Center customizations limited to XSLTAdvanced Search web part is ugly and not very configurableCannot exclude sections of pages to not be indexedMost search web parts are sealed and cannot be inherited from

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 16: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

What’s new in 2010?

Lots of things!More Options – Search Server 2010, SharePoint Server 2010, FAST Search Server 2010Refinement Web PartKeyword Query Syntax Improvements – Wildcards!Multiple Index ServersGreatly improved People SearchCommon API between SharePoint Search and FAST

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 17: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Related Content

BlogsDotNetMafia – Lots of Search Topics http://www.dotnetmafia.com

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 18: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Session Objectives and Takeaways

Session Objective(s): Learn what you can index in Enterprise SearchSession Objective 2

How to configure SearchLearn Enterprise Search terminology

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 19: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Please Complete An Evaluation Form

Your input is important!

Multiple ways to access Evaluation Forms:

Registration stationsFrom any wired or wireless connection to:http://NWATechFest.com

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NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks

Page 20: Introduction to SharePoint 2010 Enterprise Search - NWA TechFest 2010

Help usThank ourSponsors:

NWA TechFest 2010 | Thu, Jul 8 th, 2010 | Center for Nonprofits @ St. Mary’s – Rogers, AR | 25+ Speakers & 8 Tracks


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