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Welcome to the Minnesota SharePoint User Group

Welcome to the Minnesota SharePoint User Group. February 9 th , 2011 SharePoint Search / FAST. Brian Caauwe, Raymond Mitchell. Agenda. Introductions Search Overview Basics Break Scenarios Q & A. http://www.sharepointmn.com. User Group Goal / Objectives.

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Welcome to the Minnesota SharePoint User Group

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  1. Welcome to the Minnesota SharePoint User Group February 9th, 2011 SharePoint Search / FAST Brian Caauwe, Raymond Mitchell

  2. Agenda • Introductions • Search Overview • Basics • Break • Scenarios • Q & A http://www.sharepointmn.com

  3. User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

  4. Introductions – MNSPUG Sponsors Avtex (www.avtex.com) Technology consulting company Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com) Training on many technologies Microsoft (www.microsoft.com) Wrox Press (www.wrox.com) http://www.sharepointmn.com

  5. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com New year = new site? We hope so! www.sharepointmn.com http://www.sharepointmn.com

  6. Social Networking Linked In group – The most interactive… includes job postings… http://www.linkedin.com/groups?gid=1878792 Facebook group http://www.facebook.com/home.php?#/group.php?gid=27333305456 Twitter: @MNSPUG and #MNSPUG http://www.sharepointmn.com

  7. Upcoming Schedule Next Meeting March 9th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: SharePoint Workflow / Business Process Automation Check www.sharepointmn.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

  8. Local Events SharePoint Saturday – April 9, 2011Normandale Community College Schedule / Sessions coming VERY soon! http://www.sharepointsaturday.org/twincities

  9. Conferences Best Practices Conference – Week of March 7th, 2011http://www.bestpracticesconference.com/La Jolla, CA SharePoint Connections – March 27-30th, 2011 http://www.devconnections.com/conf/default.aspx?s=162 Orlando, FL TechEd, North America – May 16-19th, 2011 http://northamerica.msteched.com/ Atlanta, GA Next Microsoft SharePoint Conference … October 3-6, 2011http://www.mssharepointconference.comAnaheim, CA

  10. Books

  11. Search Overview http://www.sharepointmn.com

  12. Versions / Capabilities • SharePoint Foundation 2010 • Search Server Express 2010 • SharePoint Server 2010 • Standard • Enterprise • FAST Search Server 2010 for SharePoint • Requires SharePoint Server 2010 Enterprise

  13. SharePoint Foundation 2010 • SharePoint Foundation Search Service • Allows searching at the site level • No additional configurations available

  14. Search Server Express 2010 • SharePoint Foundation Help Search Service • SharePoint Search Service • Search Service Application • Not scalable • Basic Search Center • Core Search web parts

  15. SharePoint Server • Standard • SharePoint Foundation Help Search Service • SharePoint Search Service • Search Service Application • Basic & Enterprise Search Center • Core Search web parts • People Search • Enterprise • FAST site templates

  16. FAST Search Server for SharePoint • Additional Install • All features and services from Server • Deep Refinements • Visual Best Bets • Contextual Search • Similar Results • Extreme Scalability

  17. Search Overview • Index and search SharePoint content • Index and search file share and external system content • People and profile searching

  18. Search Overview Crawl: • Index out of the box content sources (SharePoint content, file shares, other web servers) • Use out of the box search results pages • Provide People Search

  19. Search Overview Walk: • Customize search results pages • Add more scopes, results pages, Best Bets • Add Federated search results

  20. Search Overview Run: • Build solutions based on SharePoint search • Index External Content using the BCS • Build more complicated search architectures to accommodate remote data • FAST integration • Extend search beyond SharePoint • Browser search provider, Windows Search, Custom applications

  21. Administration Roles • Farm Administrator(s) • Search Administrator(s) • Site Collection Administrators

  22. Administration Concepts Search Administration Farm Administration Service Applications Server Roles Service Accounts • Content Sources • Crawl Rules • Search Scopes • Crawled vs. Managed Properties

  23. Search Administration Content Sources • SharePoint Sites • Web Sites • File Shares • Exchange Public Folders • BCS / External Data • Custom

  24. Search Administration Crawl Rules • Special inclusion and exclusion rules • Authentication • Custom credentials • Client certificate • Advanced options

  25. Search Administration Search Scopes • Defines a subset of information in the search index • Shared vs. Site Collection • Limit results to common data elements or data related to a specific audience • Can be configured to align with your site’s taxonomy

  26. Search Administration Crawled vs. Managed Properties • Crawled • Metadata discovered during indexing • Managed • Mapping one or more crawled properties into a single friendly-named property • Can be configured to be used in scopes • Used to weigh search results • Can be used in refinements and in displays

  27. Farm Administration Service Applications • Separate, reusable component • Can have more than one per farm • Can consume from other farms • Maintains configuration information

  28. Farm Administration Server Roles • Query • Index Services • Foundation (Foundation Help) • SharePoint Server Search

  29. Farm Administration Service Accounts • Search Service Accounts • Application Pool Account • Default Content Access Account • Crawl Rules can specify different content access account credentials

  30. Planning Search • Architecture • Limits • Best Practices • Don’t index EVERYTHING • Scheduling content crawls • Delegate configuration/maintenance/tuning • iFilters (PDF, others)

  31. Administration • Search configured from Central Administration • Search configured at the Site Collection • Search configured from PowerShell (on the server)

  32. Administration - CA

  33. Administration – Site Collection

  34. Administration - PowerShell • Get-SPSearchServiceInstance • Get-SPEnterpriseSearchServiceInstance • Get-SPEnterpriseSearchServiceApplication • New-SPEnterpriseSearchCrawlTopology • Get-SPEnterpriseSearchMetadataCrawledProperty • New-SPEnterpriseSearchMetadataManagedProperty • Get-SPEnterpriseSearchQueryScope • Get / Set / New / Remove-SPEnterpriseSearch…

  35. Customization / Development Overview • Custom Search Pages • Scopes • Refiners • External Data • Federated Search • Customized search results

  36. Customization / Development Overview • Custom Search Applications • using the object model • using web services

  37. Basics http://www.sharepointmn.com

  38. Search Experience Search Syntax • Wildcard • Matching support for keywords and properties • Bench* jobtitle:*Manager”* • Boolean • Supports AND / OR for keywords and properties • (“Search” OR “SharePoint Search”) AND (title:”keyword syntax” OR title:”query syntax”) • Operators • Supports for property restrictions • =, >, <, <=, >= • Can create range refinements

  39. Search Experience • Foundation Search • Built-in scopes “This Site”, “This List” • searchresults.aspx • Server Search • Additional, configurable scopes • Default OSSSearchResults.aspx (Application Page) • Search Center • Results.aspx (Web Part Page, Publishing Layout Page)

  40. People Search • Searches SharePoint’s Profile Database • Populated from Active Directory / External Data • Architecture Dependencies • Property Search • Phonetic Search • Vanity Search

  41. People Search Architecture Dependencies AD, LDAP, other repository User Profile Service Application Managed Metadata Service Application (Taxonomy) Search Service Application

  42. People Search Property Search • People Search Box • Scope options • Additional query terms • Search Results Page • Managed Properties

  43. People Search Phonetic Search • Misspelling • Nicknames

  44. People Search Vanity Search • How often search has led to you • Matched keyword

  45. Configuring Search • Central Administration • Site Collection Settings

  46. Configuring Search Central Administration • Service Applications • Server Roles • Content Sources • Crawl Schedules • Crawl Rules • Search Scopes • File Types / iFilters • Metadata Properties Site Collection Settings • Search Center Configuration • Scopes dropdown mode • Search results page • Scope management • Keywords / Best Bets

  47. Break http://www.sharepointmn.com

  48. Scenarios http://www.sharepointmn.com

  49. Scenario: Core Search Web Parts • Configurable Web Parts • Search Box • Search Summary • Refinement Panel • Search Statistics • Action Links • Best Bets • Paging • Core Results

  50. Scenario: Core Search Web Parts Core Search – Web Parts • Search Box • Scope options • Additional query terms • Advanced search page • Search results page • Search Summary • “Did you mean” • “You searched for”

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