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Getting The Most Out Of SharePoint Search
Most search still sucks You can be a hero  with 2010  Also check out: “Why Your SharePoint Search Sucks” by Michal Pisarek @1130am  Hike on over to CC111
Search 101 Search Experience Content – Organizing Your Data Customization Practical Tips Topics
John Ross MVP SharePoint Server Sr. SharePoint Consultant – SharePoint911 Author Professional SharePoint 2010 Branding Real World SharePoint 2010  Professional SharePoint 2010 Administration Blog: http://www.sharepoint911.com/blogs/john Twitter: http://twitter.com/johnrossjr Orlando, FL
Companies often buy SharePoint, but search is an afterthought….but it shouldn’t be! Search is often one of the most powerful sources of ROI in SharePoint The best part is – it doesn’t take much to do great things with search in SharePoint! What is this session all about?
Search 101 Concepts  Search centerUI for users to issue queries and interact with results Query serversAccept queries from users and return results Query Servers Scale Points IndexingExtract information from items to enable efficient matching Indexes CrawlingCollect content to be made searchable Crawlers Content sourcesWhere the content lives Content Content Content
Search SKUS
8
Demo: Tour of the SharePoint Search Experience
Search Center Windows 7 connector Related Searches Launch in Office Web Apps Refinement panel Federated results
Can be used to perform broad or granular searching Free-Text words and phrases Boolean Operators* Wildcard Operator* Inclusion and Exclusion Operators* Property Restrictions * Means new for SP2010 Performing queries
Property Restriction: Product:Gears Filetype:pdf Boolean Operator Gears OR Sprockets Wildcard (really just prefix matching) Micro* Support for complex queries (“SharePoint Search” OR “Live Search”) AND (title:”Keyword Syntax” OR title:”Query Syntax”) Sample Queries
Social / People search Phonetic and nickname matching Refine by focus, expertise, and other attributes Sort by relevance, name or social distance Recently authored content Expertise identification
Desktop and SharePoint search My Stuff (Desktop Search) Find files on your PC Work with searchdirectly fromdesktopapplications Our Stuff (SharePoint Search) Enterprise-wide content People Search Department content Team and project info Remote PCs  and servers Local documents  and mail files Enterprise content Line of Business data Together Enterprise search experience integrated within Windows 7 Tie together siloed business applications
Federation DEMO
Search Content Needs Gardeners
Metadata Metadata is data about your data Example: Think about your car… Make, Model, Color, Other options
Top 4 Organization Tips 4. Encourage natural hierarchies Nest less important sites Discourage flat structures 3. Use natural language for meta-data http://sales/emea/presentations/mercedes.doc  http://sales http://products http://china http://japan http://producta http://productb vs vs http://products/producta http://sales/china http://slsemea/p_mcds3.doc http://products/productb http://sales/japan
Top 2 Tips to Organize your Data 2. Supply copious meta-data Authors, Dates, Titles Tags  1.  Encourage archiving and garbage collection Archive obsolete data Delete junk Add expiration dates Use the noindex tag
A Note on Indexing… If it’s not indexed, you can’t find it!! Crawl as much high-value data as you can afford Users often confuse poor ranking with failure-to-index (ie. crawl). You can index content from anywhere, not just SharePoint May need to use 3rd-party connectors  (such as BA-Insight’s) Mixed Security models can be tricky
Customizing the Search Experience Out of the box search is like an off the rack suit It works well for most Many will custom tailoring Common Examples Customized results Refiners Search visualization Improve usability Search driven applications!
Customizing the Search Experience Custom search web parts, search driven applications …. Keyword searching, web part configuration, scopes… Customize search results, custom refiners, …..
Quick and high value customization! Defined areas of content Can be defined in the Service Application or at Site Collection Web address Property query Content source * Search scopes are not security Search Scopes
Scopes
Demo: Customizing the Search Center
Creating scopes is a little different http://blogs.msdn.com/b/jorgeni/archive/2010/02/26/search-scopes-in-fast-search-for-sharepoint-part-1.aspx http://blogs.msdn.com/b/jorgeni/archive/2010/03/11/search-scopes-in-fast-search-for-sharepoint-part-2.aspx Follow these steps to ensure accuracy of results from scopes!  Have FAST Search for SharePoint?
Master Pages and Search By Default the Search Centers use Minimal.Master which isn’t great for a number of reasons No navigation – at all.  If you apply ANY other master page to it – it’ll break. Unless you take some extra steps…
Nice huh?
Tired of the search boxing showing in the breadcrumb when you try to get navigation in your search center? Randy Drisgill has a blog post that talks about what is happening: http://bit.ly/aXz3BG Best option for a fix:  SharePoint 2010 Custom Master Page Adapter for Search http://sp2010searchadapters.codeplex.com/ Custom Search Center Master Page
Searching on custom metadata Does anyone really wants to sit here while I run 40 minutes of crawls?  Adding your metadata and setting it up to be searched is easy – just not something we can do here. http://www.sharepoint911.com/blogs/john/archive/2011/03/18/creating-custom-managed-properties.aspx
The Quality Improvement Cycle
Identifying the problem queries Listen to your users Discussions, email, … Provide feedback web part that creates a SharePoint list Look at the site analytics reports Popular queries (which queries should work well) Queries that failed (which queries didn’t work well) Look at Best Bets Hints at which queries need keyword management Hints of possible crawl sources

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Getting The Most Out Of SP Search SPSTC

  • 1. Getting The Most Out Of SharePoint Search
  • 2. Most search still sucks You can be a hero with 2010 Also check out: “Why Your SharePoint Search Sucks” by Michal Pisarek @1130am Hike on over to CC111
  • 3. Search 101 Search Experience Content – Organizing Your Data Customization Practical Tips Topics
  • 4. John Ross MVP SharePoint Server Sr. SharePoint Consultant – SharePoint911 Author Professional SharePoint 2010 Branding Real World SharePoint 2010 Professional SharePoint 2010 Administration Blog: http://www.sharepoint911.com/blogs/john Twitter: http://twitter.com/johnrossjr Orlando, FL
  • 5. Companies often buy SharePoint, but search is an afterthought….but it shouldn’t be! Search is often one of the most powerful sources of ROI in SharePoint The best part is – it doesn’t take much to do great things with search in SharePoint! What is this session all about?
  • 6. Search 101 Concepts Search centerUI for users to issue queries and interact with results Query serversAccept queries from users and return results Query Servers Scale Points IndexingExtract information from items to enable efficient matching Indexes CrawlingCollect content to be made searchable Crawlers Content sourcesWhere the content lives Content Content Content
  • 8. 8
  • 9. Demo: Tour of the SharePoint Search Experience
  • 10. Search Center Windows 7 connector Related Searches Launch in Office Web Apps Refinement panel Federated results
  • 11. Can be used to perform broad or granular searching Free-Text words and phrases Boolean Operators* Wildcard Operator* Inclusion and Exclusion Operators* Property Restrictions * Means new for SP2010 Performing queries
  • 12. Property Restriction: Product:Gears Filetype:pdf Boolean Operator Gears OR Sprockets Wildcard (really just prefix matching) Micro* Support for complex queries (“SharePoint Search” OR “Live Search”) AND (title:”Keyword Syntax” OR title:”Query Syntax”) Sample Queries
  • 13. Social / People search Phonetic and nickname matching Refine by focus, expertise, and other attributes Sort by relevance, name or social distance Recently authored content Expertise identification
  • 14. Desktop and SharePoint search My Stuff (Desktop Search) Find files on your PC Work with searchdirectly fromdesktopapplications Our Stuff (SharePoint Search) Enterprise-wide content People Search Department content Team and project info Remote PCs and servers Local documents and mail files Enterprise content Line of Business data Together Enterprise search experience integrated within Windows 7 Tie together siloed business applications
  • 16. Search Content Needs Gardeners
  • 17. Metadata Metadata is data about your data Example: Think about your car… Make, Model, Color, Other options
  • 18. Top 4 Organization Tips 4. Encourage natural hierarchies Nest less important sites Discourage flat structures 3. Use natural language for meta-data http://sales/emea/presentations/mercedes.doc http://sales http://products http://china http://japan http://producta http://productb vs vs http://products/producta http://sales/china http://slsemea/p_mcds3.doc http://products/productb http://sales/japan
  • 19. Top 2 Tips to Organize your Data 2. Supply copious meta-data Authors, Dates, Titles Tags 1. Encourage archiving and garbage collection Archive obsolete data Delete junk Add expiration dates Use the noindex tag
  • 20. A Note on Indexing… If it’s not indexed, you can’t find it!! Crawl as much high-value data as you can afford Users often confuse poor ranking with failure-to-index (ie. crawl). You can index content from anywhere, not just SharePoint May need to use 3rd-party connectors (such as BA-Insight’s) Mixed Security models can be tricky
  • 21. Customizing the Search Experience Out of the box search is like an off the rack suit It works well for most Many will custom tailoring Common Examples Customized results Refiners Search visualization Improve usability Search driven applications!
  • 22. Customizing the Search Experience Custom search web parts, search driven applications …. Keyword searching, web part configuration, scopes… Customize search results, custom refiners, …..
  • 23. Quick and high value customization! Defined areas of content Can be defined in the Service Application or at Site Collection Web address Property query Content source * Search scopes are not security Search Scopes
  • 25. Demo: Customizing the Search Center
  • 26. Creating scopes is a little different http://blogs.msdn.com/b/jorgeni/archive/2010/02/26/search-scopes-in-fast-search-for-sharepoint-part-1.aspx http://blogs.msdn.com/b/jorgeni/archive/2010/03/11/search-scopes-in-fast-search-for-sharepoint-part-2.aspx Follow these steps to ensure accuracy of results from scopes! Have FAST Search for SharePoint?
  • 27. Master Pages and Search By Default the Search Centers use Minimal.Master which isn’t great for a number of reasons No navigation – at all. If you apply ANY other master page to it – it’ll break. Unless you take some extra steps…
  • 29. Tired of the search boxing showing in the breadcrumb when you try to get navigation in your search center? Randy Drisgill has a blog post that talks about what is happening: http://bit.ly/aXz3BG Best option for a fix: SharePoint 2010 Custom Master Page Adapter for Search http://sp2010searchadapters.codeplex.com/ Custom Search Center Master Page
  • 30. Searching on custom metadata Does anyone really wants to sit here while I run 40 minutes of crawls? Adding your metadata and setting it up to be searched is easy – just not something we can do here. http://www.sharepoint911.com/blogs/john/archive/2011/03/18/creating-custom-managed-properties.aspx
  • 32. Identifying the problem queries Listen to your users Discussions, email, … Provide feedback web part that creates a SharePoint list Look at the site analytics reports Popular queries (which queries should work well) Queries that failed (which queries didn’t work well) Look at Best Bets Hints at which queries need keyword management Hints of possible crawl sources
  • 33. Basics of search Relevancy is key Improving it is easy SharePoint Search is a powerful tool but in the hands of a skilled ninja it can be a deadly business weapon….or maybe get you a raise? There’s tons of ROI in search!! What did we talk about?

Notes de l'éditeur

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  8. JeffThe more we move that direction the more we are in the realm of findability….finding relevant, meaningful, actionable information…or building it from parts. We are all in the business of making the needle bigger
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  10. Get better resultsthrough a search center with hit highlighting, results summaries, related queries, and enhanced relevanceFind information fasterwith metadata-driven refinement, query suggestions, search scopes, and federated results which help pinpoint informationSearch from anywhereIncluding mobile and desktop integration; Office Web Apps speed access to results; enhancements for multi-lingualOne-stop Search CenterScopes, web parts, refinements, best bets, top answers , advanced searchQuery federation brings together results from all over - native support for OpenSearchCore search experienceMetadata, taxonomy and social tags based results refinementImproved did you mean suggestionsNew pre-query and post related query suggestions“View in browser” link (for most office docs)Query syntax – suffix wildcards, Boolean (like micro* for both keywords and property restrictions)Improved relevance rankingNew ingredients: URL fuzzy matching, social tags, results click through, term proximity, extracted metadata, etc.Enhanced multi-lingual supportAutomatic detection of language of many document types and part of documentsSearch language selectionCompound word handling - e.g., Innovationszyklen” and ”innovation“, “zyklen”Improved ranking of documents in multilingual collectionsNew form factorsMobile search from Smartphone browsersDesktop search integration in Windows 7
  11. Johnhttp://msdn.microsoft.com/en-us/library/ee558911.aspx
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  13. JeffPeople finding experienceFront door to the Office social networkBetter expertise & interest searchEmail mining to bootstrap profiles with interests and colleagues“Address book style” searchPhonetic name matching Nickname matchingRelevance models tuned specifically for people searchMetadata refinement, better hit highlighting, recently authored contentSocial behavior drives search qualityQuery suggestions mined from search logsSearch click through behavior drives relevance rankingSocial tagging drives relevance rankingSelf search - to drive people to participate content
  14. JeffIn the enterprise we know that data can be in many places.There are Local Documents and Email, which are usually scattered on the information workers’ computerThere is data on remote pcs and servers (network shares) which people sometimes have as mapped drives on their pcYou also have Department and Team sites where you store information and have collaboration tools available to make your document sharing experience richer.There is also the Corporate Index which hold things like your enterprise portal, give you the ability to search for people’s expertise, and other informationLastly there is the internet, which is where people usually go to look for information that is outside of their organization
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  21. JohnTime: 2 minutes.Speaker Notes:There are three levels of search customization that cover the spectrum:Configuring out of the box behaviorExtending existing components (e.g. Web Parts)Creating brand new componentsThe actual tools (sharepoint, SPD, VS) are provided as *examples* of the tools that you would work with at each of these levels.
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