anthony (a.j.) smith senior product manager microsoft corporation session code: wcl307
TRANSCRIPT
How to Deploy and Manage the Windows 7 Search, Browse, and Organize FeaturesAnthony (A.J.) SmithSenior Product ManagerMicrosoft Corporation
SESSION CODE: WCL307
Session Objectives And Takeaways
Session Objective(s): Provide a high level overview of the new find and organize features that are a part of Windows 7Learn how you can manage and deploy the new find and organize features
Key TakeawayUnderstand the what new find and organize are and how customers can manage/deploy them
Content in the Enterprise
Local Docs and Mail
Remote PCs and Servers
Corporate Index
Department a
nd Team
MyDocE-mail
Team SitesIndexes
Mail IndexSAN
People Search
Enterprise Portals
TogetherEnterprise search experience integrated within Windows 7Tie together siloed business applications
Our StuffCollaborate and manage content
enterprise-wideConnect seamlessly
with peopleand expertise
My StuffQuickly and easily findfiles on your PCWork with searchdirectly fromdesktopapplications
Using Information In The Enterprise
Information workers (IWs) routinely look for informationSearch performed within a task or goalTargets a known, familiar set of sourcesData is increasingly becoming distributed on the network
An intuitive reliable way to organize, browse and search for data is neededGoal of finding data is not of finding, but using it
Browsing or Searching for DataTwo ways to look for an answerBrowse: navigate to the data Search: rely on a search engine
Finding often requires browsing of search results
How Does Windows 7 HelpFeature UseWindows Explorer Browse your informationLibraries Organize your informationWindows Search Find information on your local computer and
other Windows computersFederated Search Find information on remote repositories
Enterprise Search Scopes Quickly rescope searches to corporate approved repositories
Windows ExplorerBrowse your information
Cleaner Intuitive navigationLess clutter
Simpler Quick access to everyday tasksMore obvious search relevance
Seamless Integrated with Libraries and Federated Search
Windows Explorer
Rich Metadata
Cleaner navigation
Easy Previews
Powerful Instant SearchArrangement Views
Federated Search
Libraries
Group Policy for Windows Explorer
Disable Known FoldersRecreation of known folders by applications may lead to user confusion after manual deletion of these folders. This policy should be enabled if you want to minimize user confusion around known folders being recreated by applications.
Remove the Search the Internet “Search again” buttonBlock access to Internet search from Windows Explorer. This is especially useful in company environments with limited or restricted Internet access, or where sensitive data should not be accidentally routed to Internet search engines.
Turn off the display of snippets in Content viewDisable showing snippets of file contents by default when a search is returned. This helps users avoid displaying sensitive data accidentally through Windows Explorer searches while in a non-secure environment.
Turn off numerical sorting in Windows ExplorerThis policy should be enabled if the logical filename sorting that was present in previous versions of Windows Explorer is preferred. Eg. 111.txt< 22.txt < 3.txt
LibrariesOrganize Your Information
Index-backed metadata viewsAggregates multiple storage locationsEnriched experience around documents, pictures, music and videosBased on familiar My Documents experienceDeeply integrated with search
More about Libraries
Supports other Windows Search indexed locationsCustomizable
Create custom libraries (example: for a particular project)Manage existing libraries (locations, save location, rename)Restore defaults
IT can deploy common libraries for the organizationUtilize login script or default user profile or Group Policy PreferenceSaved in %userprofile%\AppData\Roaming\Microsoft \Windows\Libraries
Managing Libraries
Create custom libraries by creating and deploying Library Description (*.library-ms) filesHide or delete the default librariesGroup Policy - Turn off Windows Libraries features that rely on indexed file data
Intended to reduce user confusion Removes the ability to search libraries from the Start Menu, many of the “Arrange by” views and search filters, and snippets in Content view mode.
Explorer and Libraries
DEMO
Windows SearchFind information on your computer and other Windows computers
Evolved Start Menu experience for quicker access to filesMore obvious indication of relevant search results with features like hit highlightingIntegrated Search Builder and dynamic filtersRe-scope searches easilyTIFF indexing
Group Policy for Windows Search
Turn off display of recent search entries in the Windows Explorer Search BoxShould be enabled in your environment if multiple employees share a user name on a machine and recent searches should not be displayed
Set OCR languages from a code pageLets you specify a language code page for TIFF files that are indexed
Disable indexer backoffIndexing continues at full speed even when system activity is high.
Enable throttling online mailboxesSets the number of Microsoft Office Outlook items per minute the indexer attempts to index
Windows Search Admin Guide
Content in the Enterprise
Local Docs and Mail
Remote PCs and Servers
Corporate Index
Department a
nd Team
MyDocE-mail
Team SitesIndexes
Mail IndexSAN
People Search
Enterprise Portals
TogetherEnterprise search experience integrated within Windows 7Tie together siloed business applications
My StuffQuickly and easily findfiles on your PCWork with searchdirectly fromdesktopapplications
Our StuffCollaborate and manage content
enterprise-wideConnect seamlessly
with peopleand expertise
Problems to solveDifferent user interface for each data storeLots of different data stores to supportWriting & deploying client-side code is hard for developersIntegrating remote search with existing workflows and applications
Federated SearchFind information on remote repositories
Easy to enableSmall XML connector neededSimple web based
End user experienceStart menu; Navigation pane; Search again links; Common file dialog
Integrated with Windows Explorer, applications and workflowsPreviews, metadata, drag-and-drop
How to Enable Federated Search
Enable Server Side Search• OpenSearch and RSS or ATOM
Create Search Connector• Simple XML blob .osdx file
Deploy Connector• Use Push or Pull method (GPO support)• Lives in %userprofile%/searches
Enabling a server
What it takes:Web page with a query term as Url parameterRSS results with <title>, <link>, <description>Best sources also include: <pubdate>, <author>, <category>, <media:content>, <media:thumbnail>
Creating an .osdx fileSample Server – MSDN search
http://social.msdn.microsoft.com/Search/Feed.aspx?locale=en-US&Query=TEST&format=RSS&StartIndex=1
Sample msdn.osdx file contents:<?xml version="1.0" encoding="UTF-8"?><OpenSearchDescription xmlns="http://a9.com/-/spec/opensearch/1.1/"> <ShortName>MSDN</ShortName> <Url type="application/rss+xml"
template="http://social.msdn.microsoft.com/Search/Feed.aspx?locale=en-US&Query={searchTerms}&format=RSS&StartIndex={startIndex}"/>
</OpenSearchDescription>
OSDX File - Advanced
<ShortName>ESP Research Portal Prod Dev</ShortName><Description>OpenSearch Web via MSN using Windows 7 Search.</Description><Url type="application/rss+xml" template=“http://hostname/rss.aspx?k={searchTerms}"/><Url type="text/html" template="http://search.aspx?k={searchTerms}"/><!– The rest are custom property mappings <ms-ose:ResultsProcessing format="application/rss+xml" xmlns:ms-se="http://schemas.microsoft.com/opensearchext/2009/"> <ms-ose:PropertyDefaultValues> <ms-ose:Property schema="http://schemas.microsoft.com/windows/2008/propertynamespace" name="System.PropList.ContentViewModeForSearch">prop:~System.ItemNameDisplay;System.Contact.EmailAddress;~System.ItemPathDisplay;~System.Search.AutoSummary;System.Software.ProductName;System.Category;System.Keywords</ms-ose:Property> <ms-ose:Property schema="http://schemas.microsoft.com/windows/2008/propertynamespace" name="System.PropList.PreviewDetails">prop:System.Contact.EmailAddress;System.Software.ProductName;System.Category;System.Keywords</ms-ose:Property> <ms-ose:Property schema="http://schemas.microsoft.com/windows/2008/propertynamespace" name="System.PropList.TileInfo">prop:~System.Contact.EmailAddress;System.Software.ProductName</ms-ose:Property> </ms-ose:PropertyDefaultValues> </ms-ose:ResultsProcessing></OpenSearchDescription>
Open Search Feed<item> <title>Some Title</title> <link>http://hostname/file.ppt</link> <media:thumbnail url="http://hostname/icon.jpg" /> <description>Here is some description description> <win:System.Category>Microsoft</win:System.Category> <category>Blogs; XML</category> <win:System.Software.ProductName>Microsoft Office</win:S…> <!-- Allows file to be dragged to desktop --> <enclosure url="http://hostname/file.ppt" type="application/ppt" /> <win:System.FileExtension>.ppt</win:System.FileExtension> </item>
Managing/Deploying Federated Search
DeploymentUse Push or Pull method (GPO support)Lives in %userprofile%/searches
Enterprise Search ScopesAvailable in Windows 7 Enterprise and UltimateGive IT Professionals a way to surface data sourcesGives Information Workers the ability to quickly rescope their searchControlled though group policy: Pin Libraries or Search Connectors to the “Search again” links and the Start menu
Implementer’s Guide
Windows Search & Federated Search
DEMO
Key Takeaways
Information workers spend a great deal of time looking for dataWindows Explorer has evolved to making browsing easierEnriched user experience in LibrariesThere are about 35 group policies for Windows Search along with new OCR capabilitiesFederated Search via OpenSearchEnterprise Search Scopes are implemented via Group Policy and help rescope and surface approved repositories
Related Content
OSP217 - What’s New in Enterprise Search in Microsoft SharePoint Server 2010
Windows 7 Security and User Experience Booth
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