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SharePoint 2013 Search Certification Overview

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An in depth review of exam tips, links and resources to study for search related topics in all of the SharePoint 2013 certification exams (this is for search only, not all topics on the exams). Thanks to @mhamedmahmoud for some of the links.
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1 | SharePoint Saturday Chicago 2013 Twitter: @SPSChicago Hashtag #SPSChicago A round the world review of search related topics in all SharePoint certification exams for 2013 Matthew J. Bailey, MCTS SharePoint 2013 Search Overview for Certifications
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Page 1: SharePoint 2013 Search Certification Overview

1 | SharePoint Saturday Chicago 2013Twitter: @SPSChicago Hashtag #SPSChicago

A round the world review of search related topics in all SharePoint certification exams for 2013

Matthew J. Bailey, MCTS

SharePoint 2013 Search Overview for Certifications

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I consider myself a “SharePoint All-Rounder”. My job tasks vary including Administration, Development, Training, Analysis, UAT and Project Management. My job changes daily based on the crazy life of an IT fellow in corporate America, but it keeps things interesting!

I am have worked with SharePoint for almost six years. I do not consider myself an expert but have a fair amount of knowledge with the technology and currently use it daily in my career.

If I don’t know an answer to one of your questions, I will try to find it out or point you in the right direction!

SharePoint Business Analyst &Technical Project ManagerJDSU

Matthew J. Bailey, MCTS

Me, me, me… e, me, me…

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You, you, you!u, you, you!

What experience with search in SharePoint 2013 do you have so far?

• Who has heard never heard of FAST/SP2013 search search and is not familiar with what it is?

• Who has heard of FAST/SP2013 search, kind of knows what it is but has not used it?

• Who has/is currently using/used FAST/SP2013 search already?• Who uses FAST/SP2013 search almost daily as a part of their

environment, production, test or otherwise?• Who does not fall into any of these categories ? Are you just

trying to be difficult and need to feel special? I know I do!

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Outline & AgendaReviewing search related topics in exam numbers: 70-331 70-332 70-488 70-489 77-419 (delayed for release) Obviously there are many other items you will need to

study for to pass a SharePoint 2013 certification exam, this presentation is focusing on the components of search to review.

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Yammer

How to Join the Conversation1. Download the Yammer phone app from the iTunes, Windows Phone, or Android App Store.2. Join your company network, if you haven't already, at http://www.yammer.com.3. Go to https://www.yammer.com/microsoftmidwestcustomers and click "request an invitation". When you receive the invitation click "accept."4. Go to https://www.yammer.com/microsoftmidwestcustomers/groups/spschicago  and click "join." You will receive a welcome message in 24-72 hrs.5. Once you have access you will be able to download posted presentations, ask questions of any of the subject matter experts and participate in any conversations going on in the group

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Thanks to Our Sponsors!

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Where Did You Find All This Stuff?

 Objective 4.4: Manage search

• At time of this presentation, there are 2 official study guides available for the 70-331 & 70-332 exams and highlights were referenced from these.

• For the 70-488 & 70-499, there are no study guides released yet (but some are expected in a couple months). Information for these exams was gathered from other’s in the SharePoint community & the Microsoft certification website.

• The 77-419 (MOS SharePoint) exam has been delayed until June of 2014, criteria for this could change at any time.

* Remember, these are guidelines, not rules. Microsoft can alter the content in their exams

at any time, so overprepare (IMHO).

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

Exam 70-331 has 3 areas of study covering search:

1. Managing Search2. Create and Configure Enterprise Search3. Manage Taxonomy

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1. Managing Search

• 1.1 Manage result sources• 1.2 Manage query rules• 1.3 Manage display templates • 1.4 Manage Search Engine Optimization (SEO) settings• 1.5 Manage result types• 1.6 Manage a search schema

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1.1 Result Sources

• Used to scope search results to a certain type of content or subset of search results.

• Used to federate queries with the local SharePoint index, a remote SharePoint index, OpenSearch, or a Microsoft Exchange Server index.

• Used to be called search scopes in prior versions • Unlike 2010, result sources can be created & configured by site collection

administrators, site owners, and site designers for use at the site collection and site levels. Search service administration privileges are still required for creating farm-scoped result sources.

• There are some preconfigured results sources that are included with a SharePoint install.

* EXAM TIP: Although search scopes are deprecated, they can still be viewed and used in queries. They cannot, however, be edited in SharePoint 2013; if you need to change a scope, you will instead need to replace it with a new result source that accomplishes the same function

More Resources http://technet.microsoft.com/library/jj683115.aspx

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1.2 Query Rules

• Composed of 3 different components:1. query conditions that cause the rule to fire2. the actions that occur when the rule is fired3. the ability to provide a time window for when the rule is available to fire.

(optionally)• Promoted result (old best bet) is a component of this?• Used to promote certain search results, show blocks of additional results, or

influence the ranking of search results. • Available to search application administrator in Central Admin but also at the

site collection and site administration level.

* EXAM TIP: Be familiar with each of the query conditions and the potential effect they can have on the query rules.

More Resources http://technet.microsoft.com/en-us/library/jj871676.aspx

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1.3 Display Templates

• Control formatting and display of results from search-specific web parts (display templates are available only for search-driven web parts).

• There are two major groupings of display templates:1. Control templates control the organization and layout of search results as

well as the overall look of the web part2. Item templates Provide the display characteristics of individual items

displayed in search results within the web part

* EXAM TIP: If you do not see the Design Manager link in the settings menu, you may not have publishing features activated in this site collection (which are necessary to use display templates).

More Resourceshttp://msdn.microsoft.com/en-us/library/jj945138.aspx

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1.4 Search Engine Optimization (SEO) settings

• There are three distinct levels of SEO configuration within SharePoint 2013: • Publishing pages• Site collection• XML site mapping

• A publishing page on a SharePoint site can be configured with a series of SEO properties: • Name, Title, Browser Title, Meta Description, Keywords, Exclude From

Internet Search Engines• A site that has anonymous access can also enable the search engine Sitemap

feature. This feature by generating a sitemap that auto-regenerates. It will also add two additional fields to the SEO properties page, Sitemap Priority and Sitemap Change Frequency.• Sitemap Priority - indicates the weighting (0.0 - 1.0) of the importance of a

page.• Sitemap Change Frequency - tells how regularly you expect the pages to

change

• EXAM TIP: Be familiar with the structure of a meta tag and the way it can be added for your Internet–facing SharePoint site.

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1.5 Manage Result Types

• Evaluate queries, based on a sets of rules, then apply the appropriate display template.

• When a query is made via search (for instance, a series of Word documents), the result set that is returned is evaluated for the way the returned information should be presented. The Result Type defines the fields for evaluating the result set in terms of conditions and actions:• 1. Conditions: For the Microsoft Word result set, two conditions are

evaluated:• A. Which result source should the item match? (All sources)• B. What types of content should match? (Microsoft Word)

• 2. Actions: One action is applied, consisting of two parts:• A. What should these results look like? (Word item)• B. What is the appropriate display template URL?

(~sitecollection/_catalogs/masterpage/Display Templates/Search/Item_Word.js)

• EXAM TIP: Be familiar with the four different display templates folders and which affect the result type functionality.

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1.6 Manage a Search Schema

• Metadata is extracted as crawled properties from documents, items & pages during a search crawl. This metadata can be structured content (columns such as title, author) or unstructured (such as keywords extracted from the body of the document). In order for a user to be able to search on a piece of metadata, this crawled property must be mapped to a managed property. After this task is complete, queries can be performed against this metadata (such as looking up an item’s order number, stored in a list column).

• EXAM TIP: Be familiar with the configuration and process of converting a crawled property to a managed property.

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

2. Create and Configure Enterprise Search

• 2.1 Planning and configuring a search topology• 2.2 Planning and configuring content sources • 2.3 Planning and configuring crawl schedules • 2.4 Planning and configuring crawl rules • 2.5 Planning and configuring crawl performance • 2.6 Planning and configuring security trimming

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

2.1 Planning and configuring a search topology• There is a lot in this topic! • Elements of FAST + extinct Web Analytics service = SP 2013 search. Standard

SP CAL has limited FAST features in it• Search Components:

• Crawl component: crawls what you say, get metadata/crawled properties, moves to next step; processing

• Content Processing component: transforms crawled items before index component, maps crawled properties to managed properties, passes info to next step; analytics processing component

• Analytics Processing component analysis & reporting, auto improves search relevance based on user behavior, creates search reports and recommendations

• Index component receives items from the Content Processing component before writing them to the search index, handles incoming & outgoing queries from the Query Processing component, retrieves information & returns result sets to and from the search index.

• Query Processing analyzes queries before passing to Index for result set retrieval.

• Search Administration component no active role in search requests, only runs system processes pertaining to search and adds/initializes new search component

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

2.1 Planning and configuring a search topology (cont…)• Databases:

• Crawl database This database stores tracking information and crawled items details; also crawl metrics (such as the last crawl time/ID).

• Link database This database stores information about search clicks as well as information extracted by the Content Processing component; both types of information are analyzed by the Analytics Processing component

• Analytics Reporting database Reports are generated from the contents of this database, which include analysis statistics as well as the results of usage analysis.

• Search Administration database Store settingsEXAM TIP: If you need more detail on the status of search in your farm, you can run the Get-SPEnterpriseSearchStatus mdlet in Windows PowerShell.EXAM TIP: now the differences between changing an active search topology (a topology with an index requires cloning) and a no-content search topology (no cloning required).*NOTE: IMPORTANT EMPTYING THE INDEX RENDERS SEARCH TEMPORARILY UNUSABLE

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

2.2 Planning and Configuring Content Sources A content source specifies settings that define what types of content to crawl, what start addresses are used, what priority the crawl has, and on what schedule the content is crawled.SharePoint 2013 enables eight types of content to be crawled in a content source:

• SharePoint Sites • Web Sites • File Shares • Exchange Public Folders • Lotus Notes • Documentum • Line of Business Data • Custom Repository

EXAM TIP: Know which content sources are available for use in a default setting: SharePoint Sites, Web Sites, File Shares, Exchange Public Folders, and (conditionally) Line of Business Data. The Line of Business Data content source type requires that at least one Business Data Connectivity (BDC) service application has been created. •

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

2.3 Planning and Configuring Crawl Schedules• Crawl search schedules• Authentication• Rule execution order / Manage crawl

EXAM TIP: Continuous crawls are available for use only with content sources that are SharePoint sites. EXAM TIP: If you ever need to reset the search index for your SharePoint farm, you have to do a full crawl of all content sources that should be included within the newly created index.

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 Objective 4.4: Manage search

2.4 Planning and Configuring Crawl Rules• Rule path• Crawl configuration

EXAM TIP: Know which content sources are available for use in a default setting: SharePoint Sites, Web Sites, File Shares, Exchange Public Folders, and (conditionally) Line of Business Data. The Line of Business Data content source type requires that at least one Business Data Connectivity (BDC) service application has been created.

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Search in Exam 70-331 (MCSE)Core Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

2.5 Planning and Configuring Crawl Performance• There are three facets of optimizing performance of the Crawl component

within SharePoint Server 2013:• Determining how much crawl interaction the content sources can handle• Deciding how best to prepare and tune the servers that host the Crawl

component• Deciding how to monitor the Crawl component

• Consider coordinating crawls with the administrator(s) of the “crawled” system for potential configuration changes like these:• Time crawled What time of the day is considered “nonbusiness” but also

does not interfere with regular processes such as backup jobs?• Crawl duration How long will the crawl take?• Items that are crawled Perhaps it is only important to crawl certain

folders or sites, thus reducing the overall load on the content source and improving crawl metrics.

• Monitor Search Health Reports• Monitor Crawl Log

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 Objective 4.4: Manage search

2.6 Planning and configuring security trimming • Content Access accounts• Content Access Default Account

IMPORTANT Unpublished items that are in draft mode, are not approved, or are not in a published state are unavailable in search results.

EXAM TIP: Specific content access accounts are assigned as part of crawl rules within the Specify Authentication section.

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Search in Exam 70-332 (MCSE)Advanced Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

Plan and Configure a Search Workload

• Planning and configuring search result relevancy • Planning and configuring index freshness • Planning and configuring result sources • Planning and configuring the end-user experience • Planning and configuring a search schema • Analyzing search analytics reports

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Search in Exam 70-332 (MCSE)Advanced Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

1. Planning and configuring search result relevancy • Many components can affect search results

• Building a thesaurus • http://technet.microsoft.com/en-us/library/jj219579• Defining a custom entity extraction• http://technet.microsoft.com/en-us/library/jj219579 • Adding query rules and suggestions• http://technet.microsoft.com/en-us/library/jj721441 • Designating authoritative pages• http://technet.microsoft.com/en-us/library/cc262796.aspx

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Search in Exam 70-332 (MCSE)Advanced Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

2. Planning and Configuring Index Freshness • IMPORTANT: Changes made to SharePoint 2013 mean that the

server responsible for handling search queries needs more resources. This was an effort to move some of the work away from the SQL Server to improve performance.

• Before continuous crawling can be used, it must be enabled according to content-source level (applicable only to the SharePoint sites’ content-source type). Default setting is running every 15 minutes.

EXAM TIP: New in SharePoint 2013, continuous crawling is the best way to keep search content as fresh as possible. You can expect to see this concept on the exam in some way, both among the multiple-choice questions as well as in the case studies.

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Search in Exam 70-332 (MCSE)Advanced Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

3. Planning and Configuring Result Sources• Search verticals• Search navigation

EXAM TIP SharePoint 2013 can no longer create scopes; result sources have replaced them. The scopes of All Results and People exist as part of the SharePoint installation. As part of the exam, knowing that creating a scope wouldn’t be a step for anything is important. You should also be aware that result sources can integrate different sources so that results appear in the same set of search results.

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Search in Exam 70-332 (MCSE)Advanced Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

4. Planning and Configuring End-User Experience

• SharePoint 2010 needed a lot of XSLT to modify the results. Now designers can target individual types of items and have them display differently, with specific metadata displayed and HTML that can be modified to show links and/or graphics in addition to the content.

• Manage query rules• Display templates• Result Types

EXAM TIP Display templates and result types are a totally new way to modify the look and feel of search results. You probably won’t need to know how to add HTML elements, but knowledge of the concepts and some details—such how a result type is made up of a condition and an action—is expected.

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Search in Exam 70-332 (MCSE)Advanced Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

5. Planning and Configuring Search Schema• A search schema is composed of managed property

mappings and managed property settings IMPORTANT creating refiners, when creating a managed property to be used as a refiner, it must be both Refinable and Queryable.

Overview of crawled and managed propertieshttp://technet.microsoft.com/en-us/library/jj219630.aspxManage the search schemahttp://technet.microsoft.com/en-us/library/jj219667.aspx

EXAM TIP Several changes have been made to the categories for crawled properties. These changes are significant enough that they might appear in test questions. Be aware of which items, such as Searchable and Queryable, can be set across all crawled properties within a category.

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Search in Exam 70-332 (MCSE)Advanced Solutions of Microsoft SharePoint Server 2013

 Objective 4.4: Manage search

6. Analyzing Search Analytics

• Search Analytics • Search Clicks This type analyzes what a user clicks in the search

results, used to increase or decrease the relevancy of items in the search index.

• Click Distance This type analyzes the distance between an authoritative page and the item by the number of clicks between the two.

• Social Tags This type analyzes searches by social tags (words or phrases). By default, these aren’t used for refinement or rankings.

• Anchor Text Processing This type analyzes how items are interlinked. The text associated with the link is also included in the analyses & help determine rank and relevancy.

• Social Distance This type focuses only on users who follow people. • Search Reports top queries, no results queries, and number of

queries.• Deep Links based on what people actually click in the search

results.• Click Distance This type analyzes the distance between an

authoritative page and the item by the number of clicks between the two.

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 Objective 4.4: Manage search

6. Analyzing Search Analytics (continued)

• Usage Analytics• Usage Counts when a user clicks an item or views an item. • Recommendations This type analyzes how users interact with an

item. • Activity Ranking This type uses the rate at which items are clicked

to determine relevancy.• Popularity Trends This Excel report shows daily and monthly counts

for a site collection, site, or even a specific item.• Most Popular Items

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Search in Exam 70-488 (MCSD)Developing Microsoft SharePoint Server 2013 Core Solutions

 Objective 4.4: Manage search

Exam 70-488 has listed very little study material regarding search:• Create search-driven navigation

• No Code Solutions• Display Templates• http://msdn.microsoft.com/en-us/library/jj945138.aspx• http://technet.microsoft.com/en-us/library/jj944947.aspx

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Search in Exam 70-489 (MCSD)Developing Microsoft SharePoint Server 2013 Advanced Solutions

 Objective 4.4: Manage search

Exam 70-489 Has a Approximately Six Search Related Compenents to Design & Implement Search

1. Query search 2. Implement SEO (Search Engine Optimization)3. Customize search results4. Customize content processing5. Implement E-discovery6. Create solutions by using MMS

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 Objective 4.4: Manage search

1. Query Search• This objective may include but is not limited to:

• Build search queries using FQL (FAST Query Language) & KQL (Keyword Query Language)

• Execute search queries using client-side object model (CSOM)• Web Services• REST

• http://msdn.microsoft.com/en-us/library/jj163951.aspx new for search for devs• http://msdn.microsoft.com/library/office/jj163300.aspx search in 2013

http://www.slideshare.net/sharepointbits/understanding-and-programming-the-sharepoint-rest-api

• http://msdn.microsoft.com/library/office/dn423226.aspx using search query APIs

• http://msdn.microsoft.com/en-us/library/fp142380.aspx

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 Objective 4.4: Manage search

Build Search Queries with KQL & FQLSharePoint Server 2013 search supports Keyword Query Language (KQL) and FAST Query Language (FQL) search syntax for building search queries.• Keyword Query Language (KQL): KQL is the default query language for building

search queries. Using KQL, you specify the search terms or property restrictions that are passed to the SharePoint search service.

• http://msdn.microsoft.com/en-US/library/office/ee558911.aspx• FAST Query Language (FQL): FQL is a structured query language that supports

advanced query operators. You can use FQL when you want to create complex queries that you want to pass programmatically to the SharePoint search service. FQL isn’t intended to be exposed to end users, and is disabled by default.

• http://msdn.microsoft.com/en-us/library/ff394606.aspx

 

More Resources http://msdn.microsoft.com/en-US/library/office/ee558911.aspx

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 Objective 4.4: Manage search

2. Implement Search Engine Optimization (SEO)• Unsure at this time how this differs from the SEO skills

required for the 70-331 exam

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 Objective 4.4: Manage search

3. Customize Search Results

• From a programmatic view:• Create custom result sources• http://technet.microsoft.com/en-us/library/jj683115.

aspx• Create display templates• http://msdn.microsoft.com/library/office/jj945138.as

px• Create result type• http://technet.microsoft.com/en-US/library/dn13523

9• Create custom refiner definitions• http://technet.microsoft.com/en-us/library/jj679902.

aspx• Implement query rules• http://technet.microsoft.com/en-us/library/jj871676.

aspx

Search in Exam 70-489 (MCSD)Developing Microsoft SharePoint Server 2013 Advanced Solutions

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 Objective 4.4: Manage search

4. Customize Content Processing

• Covers feed external content types, implement content processing extensions (entity extraction), configure out-of-the box content processing, create content mappings

More Resourceshttp://technet.microsoft.com/en-us/library/jj219667.aspxhttp://msdn.microsoft.com/en-us/library/gg512148(v=office.14).aspxhttp://technet.microsoft.com/en-us/library/jj219480.aspxCustom Entity Extraction (Thank you Corey Roth)http://www.dotnetmafia.com/blogs/dotnettipoftheday/archive/2013/01/08/no-metadata-no-problem-custom-entity-extraction-in-sharepoint-2013.aspx

http://msdn.microsoft.com/en-us/library/jj163968.aspxContent Enrichment Servicehttp://blogs.msdn.com/b/sharepointdev/archive/2012/11/13/customize-the-sharepoint-2013-search-experience-with-a-content-enrichment-web-service.aspxhttp://technet.microsoft.com/en-us/library/jj219577.aspx

Search in Exam 70-489 (MCSD)Developing Microsoft SharePoint Server 2013 Advanced Solutions

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 Objective 4.4: Manage search

5. Implement E-discovery• This objective may include but is not limited to:

• Create a new hold• Integrate with Microsoft Exchange Web Services• Specify content sources and search criteria• Export discovery sets• Manage permissions for hold

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 Objective 4.4: Manage search

6. Create Solutions by Using MMS• This objective may include but is not limited to:

• Profile Pages• Use the Product Catalog• Use cross-site publishing• Integrate with Search• Implement metadata-driven navigation

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More Resources for Certification Study

 Objective 4.4: Manage search

Vlad Catrinescu’s Ultimate Certification Study Guide for SharePoint 2013http://sharepoint-community.net/page/the-ultimate-guide-to-sharepoint-server-2013-certifications-v2

Microsoft certification sitehttp://www.microsoft.com/learning/en-us/certification-overview.aspx

Books: Exam Prep: 70-331 & 70-332 - MCSE: SharePoint 2013http://www.amazon.com/Exam-Ref-70-332-Solutions-SharePoint/dp/0735678103http://www.amazon.com/Exam-Ref-70-331-Solutions-SharePoint/dp/0735678081

Videoshttp://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/EXM10#fbid=http://channel9.msdn.com/Events/SharePoint-Conference/2012?sort=sequential&direction=desc&term=search#theSessions

Mahmoud Mahmoud’s slides on 70-488 & 70-489http://www.slideshare.net/MahmoudMahmoud3/exam-70-489-developing-microsoft-share-point-server-2013-advanced-solutions-learning-resourceshttp://www.slideshare.net/MahmoudMahmoud3/exam-70488-developing-microsoft-sharepoint-server-2013-core-solutions-leraning-resources

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Page 44: SharePoint 2013 Search Certification Overview

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Keep in touch…

@matthewjbailey1http://www.matthewjbailey.comhttp://www.linkedin.com/in/[email protected]

http://www.matthewjbailey.com/best-resources-for-search-in-sharepoint-2013/

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