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DEV11 SharePoint Search Extensibility 

DEV11 SharePoint Search Extensibility  . Mike Fitzmaurice Senior Technical Product Manager Microsoft Corporation mikefitz@microsoft.com. Goals. This is about how to: customize the out-of-box search experience extend the search infrastructure use the search APIs within your own applications

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DEV11 SharePoint Search Extensibility 

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  1. DEV11SharePoint Search Extensibility  Mike FitzmauriceSenior Technical Product ManagerMicrosoft Corporationmikefitz@microsoft.com

  2. Goals This is about how to: customize the out-of-box search experience extend the search infrastructure use the search APIs within your own applications Fair warning… this is not: a search overview session a manageability session focused on parsing out product features by SKU

  3. Agenda Quick overview of how SharePoint Search works Customizing the built-in user experience Extending Search Reusing Search from remote applications

  4. Agenda Quick overview of how SharePoint Search works Customizing the built in user experience Extending Search Reusing Search from remote applications

  5. Goals for SharePoint Sever Search Multiple repositories, including business data, people Relevance, according to enterprise rules Security everywhere Customizable user experience Performance Part of an integrated strategy Windows Search for the Desktop Microsoft Office SharePointServer for Search Windows SharePoint Services Exchange Server SQL Server

  6. SharePoint Search ArchitectureSearch topology model User Requests Index Files Property Store Load Balancer Web front ends Query servers Propagationof indexes SQL Server Indexer Crawling Content Sources

  7. Keep these concepts in mind… Content sources OOB support for Web Content, NTFS File Shares, Exchange Public Folders, Lotus Notes Databases, SharePoint Content, SharePoint profiles, Business Data Catalog More repositories can be accessed using custom protocol handlers Scopes Used to create logical slices of the corpus Scopes can span multiple content sources Scope by Property, Site, Content Source, URL Properties

  8. End User Experience Search Center Clean UI, Search Site Template, Web Parts New Search Syntax Implicit AND, Property Search, +/-, Advanced Search New Results Features Query Correction, Duplicate Collapsing, Hit Highlighting, Best Bets, Auto Definitions Improved Alerting and Search RSS Feeds Security Trimmed Results

  9. Agenda Quick overview of how SharePoint Search works Customizing the built-in user experience Extending Search Reusing Search from remote applications

  10. Search Center CoreResults ActionLinks SearchTabs Search Box Statistics Pagination HighConfidence MatchingKeywords AndBest Bets

  11. Search Tabs 2 tabs are provided out of the box All Sites tab (standard scope) People tab You can add more Custom tabs can be added for additional data types / custom search experience Consists of a layout page and a results page Not available in Search SKU

  12. Search Web Parts 9 OOB web parts including Search Box Core Results Action Links Share data through hidden object Web part properties such as Formatting Stemming # of results returned XSLT

  13. Customize UI With XSLT Appropriate for scenarios requiring Change results layout, look and feel Pivoting using the keyword syntax Web Part property Power of XSLT Formatting Logic Math

  14. Recap of Options Add/Remove/Change Tabs Add/Remove OOB Web Parts Change Web Part Properties Change XSLT Adding Custom Web Parts OOB Web Parts use sealed hidden object You can’t add new Web Parts that depend on it, nor can you replace one of ours with one of yours You *can* replace all of them with a set of your own Web Parts You *can* use URL request parameters we pass between pages

  15. Agenda Quick overview of how SharePoint Search works Customizing the built-in user experience Extending Search Reusing Search from remote applications

  16. Extending Search Customizing the Query and Results Query Object Model Customizing the Index Index custom data - Protocol Handlers, IFilters, BDC Custom Query Time Security Trimmer

  17. Query Object Model Use query OM To build custom search UI web parts To have direct access to query and results properties To invoke custom queries 2 types of query syntaxes Keyword SQL URL Request Parameters

  18. Use Case End user Leverage customization Simple and easy to use Avoids parsing and construction of SQL Required and excluded term support Bike –fitness SharePoint search -authur:”Richard Riley” Filter by any string or integer property Consistent property:value syntax across Office, Windows and Live search http://msdn2.microsoft.com/en-us/library/ms497636.aspx Query SyntaxKeyword Syntax gallery hinges –brass site:http//supportdeskscope:Products

  19. Use Case Advanced search solutions Complex queries Consistent SQL across enterprise and desktop Query SyntaxSQL Syntax SELECT URL, Title, Description FROM portal_content..SCOPE() WHERE FREETEXT(‘gallery hinges’) AND SITE = “http://supportdesk” AND SCOPE = “Products” AND NOT CONTAINS(‘brass’)

  20. Full strength, complete coverage freetext() Arbitrary groupings for AND, OR, NOT CONTAINS() LIKE ORDER BY ASC | DESC Removed in MOSS 2007 UNION ALL MATCHES SELECT * COALESCE TABLE   http://msdn2.microsoft.com/en-us/library/ms493660.aspx Query SyntaxSQL Syntax

  21. Use Case Launching a URL in custom application Save searches Content results.aspx?k=fish Scopes results.aspx?k=fish&s=BBC Sort results.aspx?v=date results.aspx?v=relevance Page results.aspx?start=21 Query SyntaxURL Request Parameters

  22. Query Object ModelFeatures • Managed code API • Single request – multiple results • Optional parameters • # of Sentences in Summary • Implicit - AND/OR • Number of results • Ignore noise words • Enable stemming • Language • Result Types • Relevant results • High confidence results • Special terms • Definitions

  23. SharePoint Search Query Model Client Application Browser or Client Query Results UI SQL Syntax Keyword syntax Query Object Model & Web Service Relevance Query Engine Definitions Query Engine ResultTable- IDataReader Best Bets High Confidence

  24. Same flow, keyword or SQL syntax Set up query text and options Execute() Retrieve a set of IDataReader objects Query Object Model

  25. Indexing Custom Data Expose data as HTML/XML via HTTP Develop a Protocol Handler to gather data from custom repositories Connects to a content source and enumerates the documents Ships with support for Web Content, NTFS File Shares, Exchange Public Folders, Lotus Notes Databases, SharePoint Content, SharePoint profiles, Business Data Catalog Interfaces are the same as in SPS 2003 MSDN: ISearchProtocol and IUrlAccessor New registry path: Register PH under HKLM\Software\Microsoft\Office Server\12.0\Search\Setup\ProtocolHandlers http://msdn.microsoft.com/library//spssdk/html/_introduction_to_a_protocol_handler.asp

  26. Indexing Custom Data Develop IFilter for custom file formats Reads a document and extracts the plain text content and properties for the indexer to index Support reading from streams

  27. Business Data SearchIndexing Structured Data Without Custom Code Highest integration without writing code Information in LOB systems is often hard to access MOSS 2007 can bring that data to your users Data is accessed through the Business Data Catalog Exposed to many features in SharePoint Once a web service or a relational data source was registered with the BDC, search can easily index the data No need to write code Highly customizable results Integrated with scopes and search center

  28. Security Query-time security trimming (Same as SPS 2003) File shares, WSS/SPS 2003, Exchange, Lotus Notes(via mapping) Support for custom security trimming ISecurityTrimmer interface Microsoft.Office.Server.Search.Query namespace Implement Initialize() and CheckAccess() Add the custom security trimmer assembly to the GAC Register the security trimmer using stsadm command

  29. Agenda Quick overview of how SharePoint Search works Customizing the built in user experience Extending Search Reusing Search from remote applications

  30. Query Web Service Use Case Remote application ASP.NET 2.0, .NET CF, or any other app… Office Research Pane Windows Search Similar features as query object model Results in XML and data table formats http://o12server/_vti_bin/search.asmx http://msdn2.microsoft.com/en-us/library/ms559279.aspx

  31. Query Web Service Methods Query – returns results as XML format Research and Reference Service-compatible XML Use in the Office Research pane QueryEx – Returns .NET DataSet Full set of result types, features GetSearchMetaData – Retrieve available properties and scopes Registration Status

  32. Summary / Call to Action The user interface is easily customized to achieve a different look and feel It’s easy to extend search to develop custom applications, local or remote You can plug in just about any data source Get out there and have at it

  33. Additional Information • SharePoint Team Blog • http://blogs.msdn.com/sharepoint • SharePoint Server 2007 Developer Portal • http://msdn.microsoft.com/office/sharepoint • Product information • http://www.microsoft.com/sharepoint

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