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Introduction To Enterprise Search Tulsa Tech Fest 2009

This document introduces enterprise search and its key components. It discusses how enterprise search allows indexing and querying of documents from multiple sources within an organization. The main components covered are content sources, crawled properties, managed properties, scopes, and the search center. The document also outlines some drawbacks of earlier enterprise search offerings and new features in SharePoint 2010 and FAST Search Server 2010.

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Introduction to Enterprise SearchCorey RothBlog: www.dotnetmafia.comTwitter: twitter.com/coreyroth
Corey RothConsultant for StonebridgeWorked in Consumer Electronics, Travel, Advertising, and Energy industriesCurrently doing SharePoint development specializing in Enterprise SearchMicrosoft Award for Customer Excellence (ACE) WinnerMCTS: MOSS 2007 Configuring, DeveloperE-mail: coreyroth@gmail.comTwitter: twitter.com/coreyrothBlog: www.dotnetmafia.com
What is Enterprise Search?It helps you find your stuff…
What is Enterprise Search?Enterprise Search is one of Microsoft’s current offerings to do search in the EnterpriseIncluded in MOSS 2007Also available as a stand alone product (Search Server 2008 / Search Server Express)Allows for indexing and querying of documents from multiple sources (i.e.: documents, web sites, file shares, Active Directory (people), databases, web services, etc.)
Components of Enterprise SearchContent SourcesCrawled PropertiesManaged PropertiesScopesFile TypesCrawl Rules
Content SourcesDefines what is being crawledConfigure a crawl for SharePoint, Web Sites, File Shares, Active Directory, etc.Specifies a full and incremental crawl scheduleCan manually start crawls here
Search CenterOut of the box site and web parts for searching and displaying resultsCan be created using the Site Settings menu on the root web site by enabled certain featuresSearch Results can be customized using XSLTSupports keyword search only for now (no wildcard) – For wildcard search alternative see wildcardsearch.codeplex.com
Metadata PropertiesAfter a full crawl, Crawled Properties are created for any metadata discovered (i.e.: Site Columns, Columns in a database, etc.)Properties can be of type text, integer, decimal, date / time, booleanOnly text properties are included in the index by defaultManaged Property - a property that can be queried on or displayed on the results pageOne or more Crawled Properties can be mapped to a Managed PropertyManaged Properties can be used to define scopes
ScopesScopes allow you to predefine subsets of the search index using rulesRules can be created by web address, content source, or managed property query (i.e.: Color:”Red”)Scopes can be grouped together in Scope Display Groups for use in the Search Center
Search Center – Web PartsSearchBoxExCoreResultsWebPartBestBetsPagingAdvancedSearch
Search Center - CustomizationCoreResultsWebPart displays search resultsColumns property – XML specifying Managed PropertiesXSL – Transform the HTML output of the search resultsColumn names are specified in lower case in XSL (i.e.: Color will be color)
Querying SearchUsed to search by Managed PropertiesCan specify Scopes (Scope:”MyScope”)Can be passed via URL to CoreResultsWebPart (k Query String parameter)AND implied between each keyword (i.e.: Color:”Red” Size:”M” is the same Color=“Red” AND Size=“M”)OR implied when multiple keywords of the same managed property used (i.e.: Color:”Red” Color:”Blue” translates to Color=“Red” OR Color=“Blue”)
Drawbacks of Enterprise SearchNo out of the box Wildcard Search (i.e.: docum*) – Use DotNetMafiaWildcardSearchWebPart – http://wildcardsearch.codeplex.comSearch Center customizations limited to XSLTAdvanced Search web part is ugly and not very configurableCannot exclude sections of pages to not be indexedMost search web parts are sealed and cannot be inherited from
What’s new in 2010?Lots of things!More Options – Search Server 2010, SharePoint  Server 2010, FAST Search Server 2010Refinement Web PartKeyword Query Syntax Improvements – Wildcards!Multiple Index ServersGreatly improved People SearchCommon API between SharePoint Search and FAST
FAST Search ResultsVisual, Conversational SearchSorting on any propertyScrolling PowerPointPreviewsVisual Best BetsThumbnailsRefinement with  countson any propertySimilarity Search
Indexing Other SourcesFile SharesDatabase
Questions?Corey RothBlog: www.dotnetmafia.comTwitter: twitter.com/coreyroth

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Introduction To Enterprise Search Tulsa Tech Fest 2009

  • 1.
    Introduction to EnterpriseSearchCorey RothBlog: www.dotnetmafia.comTwitter: twitter.com/coreyroth
  • 2.
    Corey RothConsultant forStonebridgeWorked in Consumer Electronics, Travel, Advertising, and Energy industriesCurrently doing SharePoint development specializing in Enterprise SearchMicrosoft Award for Customer Excellence (ACE) WinnerMCTS: MOSS 2007 Configuring, DeveloperE-mail: coreyroth@gmail.comTwitter: twitter.com/coreyrothBlog: www.dotnetmafia.com
  • 3.
    What is EnterpriseSearch?It helps you find your stuff…
  • 4.
    What is EnterpriseSearch?Enterprise Search is one of Microsoft’s current offerings to do search in the EnterpriseIncluded in MOSS 2007Also available as a stand alone product (Search Server 2008 / Search Server Express)Allows for indexing and querying of documents from multiple sources (i.e.: documents, web sites, file shares, Active Directory (people), databases, web services, etc.)
  • 5.
    Components of EnterpriseSearchContent SourcesCrawled PropertiesManaged PropertiesScopesFile TypesCrawl Rules
  • 6.
    Content SourcesDefines whatis being crawledConfigure a crawl for SharePoint, Web Sites, File Shares, Active Directory, etc.Specifies a full and incremental crawl scheduleCan manually start crawls here
  • 7.
    Search CenterOut ofthe box site and web parts for searching and displaying resultsCan be created using the Site Settings menu on the root web site by enabled certain featuresSearch Results can be customized using XSLTSupports keyword search only for now (no wildcard) – For wildcard search alternative see wildcardsearch.codeplex.com
  • 8.
    Metadata PropertiesAfter afull crawl, Crawled Properties are created for any metadata discovered (i.e.: Site Columns, Columns in a database, etc.)Properties can be of type text, integer, decimal, date / time, booleanOnly text properties are included in the index by defaultManaged Property - a property that can be queried on or displayed on the results pageOne or more Crawled Properties can be mapped to a Managed PropertyManaged Properties can be used to define scopes
  • 9.
    ScopesScopes allow youto predefine subsets of the search index using rulesRules can be created by web address, content source, or managed property query (i.e.: Color:”Red”)Scopes can be grouped together in Scope Display Groups for use in the Search Center
  • 10.
    Search Center –Web PartsSearchBoxExCoreResultsWebPartBestBetsPagingAdvancedSearch
  • 11.
    Search Center -CustomizationCoreResultsWebPart displays search resultsColumns property – XML specifying Managed PropertiesXSL – Transform the HTML output of the search resultsColumn names are specified in lower case in XSL (i.e.: Color will be color)
  • 12.
    Querying SearchUsed tosearch by Managed PropertiesCan specify Scopes (Scope:”MyScope”)Can be passed via URL to CoreResultsWebPart (k Query String parameter)AND implied between each keyword (i.e.: Color:”Red” Size:”M” is the same Color=“Red” AND Size=“M”)OR implied when multiple keywords of the same managed property used (i.e.: Color:”Red” Color:”Blue” translates to Color=“Red” OR Color=“Blue”)
  • 13.
    Drawbacks of EnterpriseSearchNo out of the box Wildcard Search (i.e.: docum*) – Use DotNetMafiaWildcardSearchWebPart – http://wildcardsearch.codeplex.comSearch Center customizations limited to XSLTAdvanced Search web part is ugly and not very configurableCannot exclude sections of pages to not be indexedMost search web parts are sealed and cannot be inherited from
  • 14.
    What’s new in2010?Lots of things!More Options – Search Server 2010, SharePoint Server 2010, FAST Search Server 2010Refinement Web PartKeyword Query Syntax Improvements – Wildcards!Multiple Index ServersGreatly improved People SearchCommon API between SharePoint Search and FAST
  • 15.
    FAST Search ResultsVisual,Conversational SearchSorting on any propertyScrolling PowerPointPreviewsVisual Best BetsThumbnailsRefinement with countson any propertySimilarity Search
  • 16.
  • 17.

Editor's Notes

  • #7 Demo how to create a content source.
  • #8 Search “Accounting” to see results from SharePoint, File Share, BDCSearch “December” to see results from inside Excel
  • #9 Demo how to set up managed properties.
  • #12 Demo SearchDemo site. Show managed property and document link handler customizations.DemoFederatedSearch site to show federated results. Search for “Accounting”.Demo WildcardSearch. Search for “Account”.
  • #13 Demo querying search results.Color:”Red”ContentSource:”File Share”Scope:”
  • #17 Set up these content sources. Show file types and crawl rules.

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