implementing enterprise search in sharepoint 2010

20
BEST PRACTICES CONFERENCE SHAREPOINT Clarity. Direction. Confidence. IMPLEMENTING ENTERPRISE SEARCH IN SHAREPOINT 2010 Ágnes Molnár SharePoint Server MVP, Senior Solutions Consultant

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Page 1: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

Clarity. Direction. Confidence.

IMPLEMENTING ENTERPRISE SEARCHIN SHAREPOINT 2010

Ágnes MolnárSharePoint Server MVP,

Senior Solutions Consultant

Page 2: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

About the Speaker...

Ágnes MolnárSharePoint Server MVP

Senior Solutions Consultant, BA Insight

Budapest, Hungary

http://aghy.hu

E-mail: [email protected]

Twitter: @molnaragnes

Page 3: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

Sessions

Title Day / Time / Venue

Enterprise Document Management in SharePoint 2010as You’ve Never Seen

Monday 10:15 AMPAV3

Best Practices for Implementing Enterprise Search in SharePoint

Monday 2:30 PMGBE

Best Practices for Organizing Documents in SharePoint 2010

Tuesday 12:45 PMGBE

Page 4: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

Enterprise Search

Search Technology that your organization owns and controls

There’s usually a right document

Security is critical

Taxonomies and vocabularies are important

Dates are important

Corporate data has structure

Page 5: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

Enterprise Search Benefits

Benefitst to the UsersFind quickly what employees and customers are looking for

Financial Benefits (ROI)Helping employees to find information faster

Saves time by not having employees recreate content that already exist

Helping customers to find things to buy quicker

Suggest additional related products

Reduces support costs by self-service services

Page 6: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

Enterprise Search Benefits

Strategic Benefits (BI)Learning what users are looking for

Finding what they are not finding (mispellings, vocabulary mismatch, non-existing content, etc.)

Checking what searches are coming from important customers

Learn things about your data you didn’t know

Check if terminology that content owners are using is matchingup with the search terms being used

Improving site navigation

More consistent compliance

Page 7: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

7

The Anatomy of Search

Source: http://searchpatterns.org

Page 8: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

Search Technology Concept

Query Object Model

Concepts

Content Sources - Host the contentContentContentContent

OpenSearch Source

Crawling - Traverse URL space to record items in search catalog

Indexing - Extract information from items to enable efficient matching

Query Servers - Accept query requests from users and return results

Search Center - UI for users to issue queries and interact with results

Query Federation - Return results from non-SharePoint Indexes

Crawler

Indexer

Query Servers

Index Partition

Connectors - Know how to process different content sources

Index Partition - Subset of the overall index

Page 9: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

SP2010 Search Improvements

Architecture: Service Applications

Enterprise Scale-out (up to 100M docs)

Connectors for LOB Systems

PowerShell support

Query:Boolean Qery Syntax

Prefix Matching

Suggestion while Typing

Page 10: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

SP2010 Search Improvements

Results:New, rich User Interface

Refinement Panel

Improved People Search

Enhanced relevance

Page 11: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

11

SP 2010 Content SourcesSharePoint sites

File Share

Business Data

Website

Exchange Public Folder

Lotus Notes database

...

Query Object Model

ContentContentContent

OpenSearch Source

Crawler

Indexer

Query Servers

Index Partition

Page 12: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

12

SP 2010 ScopesRefine the queries

Scope RulesWeb address

Property query

Content source

All content

Scope operations:Include

Require

Exclude

Query Object Model

ContentContentContent

OpenSearch Source

Crawler

Indexer

Query Servers

Index Partition

Page 13: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

SP2010 Search Federation

Using remote index for SharePoint queries

Prefix match

For example: „weather”

Pattern match

For example: email query (^([\w-\.]+)@([\w-]+\.)+ ([a-zA-Z]{2,4})$)

Location Type:

SharePoint Search Index

FAST Index

OpenSearch 1.0/1.1

Query Object Model

ContentContentContent

Crawler

Indexer

Query Servers

Index Partition

OpenSearch Source

Page 14: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

14

SP 2010 Search FederationFeatures (cont.)

Query Template{searchTerms} scope:Documents

{searchTerms} type:.doc type:.docx type:.docm

„More Results” link Template

Results formatting (XSL)

Usage restrictions (for sites)

Custom Credentials

Page 15: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

SP 2010 Search Federation YES• remote site’s robots.txt blocks

SharePoint’s crawler• you need results only with

specific keywords and/or keyword patterns in the query

• content changes very often, immediately crawling needed

• queries under different security context

• infrequently queried contents• >500 content sources

NO• You don’t have enough

bandwith• content changes very often,

but immediately crawling NOT needed

• content that is not indexed by the remote server

• remote server does not return with RSS or Atom (OpenSearch 1.0/1.1)

Page 16: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

16

Federated Location Connectors

http://technet.microsoft.com/en-us/enterprisesearch/ff727944.aspx

Page 17: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

FAST Search Server for SharePoint 2010

Page 18: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

18

FAST Search Server 2010 for SharePoint

Extra Capabilities:

Thumbnails + Previews

Visual Best Bets

Deep Refiners with counts

User context from User Profile

Sorting on any property

Similar search

Extreme scale-out (up to >500M docs)

Content processing pipeline

Entity extraction

Easy configuration (user context, visual best bets, promotion/demotion, sorting, refinement)

Page 19: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

FAST Search Server 2010 for SharePoint

19

„I’m a salesman. What should I know about ERP

systems?”

„I’m an IT Consultant. What should I know about ERP

systems?”

Page 20: Implementing Enterprise Search in SharePoint 2010

BEST PRACTICES CONFERENCE SHAREPOINT

Clarity. Direction. Confidence.

THANK YOU!E-mail: [email protected]

Twitter: @molnaragnes

Blog: http://aghy.hu