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Find Information Faster Using SharePoint 2010 Search
Suzanne GeorgeSr. Architect
Perficient Microsoft West RegionTwitter: spgenie
About Perficient
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Depth of Expertise, Efficiency & Value, Client Importance
Pro
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Depth of Expertise, Efficiency & Value, Client Importance
Agenda
• SharePoint 2010 Search Overview• Search Architecture• Why use Search• Search Web Parts• Preparing to Customize Search• Customizing Search• Search Summary• Search Tips
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SharePoint 2010 Search Overview..
The more you understand the new features of SharePoint and its improvements/features the happier users will be.• Key point to remember
– SharePoint is an enabling framework which connects the Microsoft Product line such as SQL Server, Project Server, etc.
• SharePoint Search Versions– SharePoint Foundation Search
• Basic Site Search, Indexing Sites, Limited UI Administration• Limited to Single Site Collection
– Search Server Express• Basic Site Search, Indexing Sites, Index External Content, Query
Federation, Limited UI-Administration
– SharePoint Search Server • Basic Site Search, Indexing Sites, Index External Content, People
Search, Query Federation, UI-Administration, Best Bets
– SharePoint FAST Search• Basic Site Search, Indexing Sites, Index External Content, People
Search, Query Federation, UI-Administration, Visual Best Bets, Document Preview
• FAST Query Language, Role-Base Ranking and Refinement• Scalable
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SharePoint 2010 Search Architecture..
Search Architecture.http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=20066
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Why use Search?
Microsoft SharePoint Search is optimized to return results quickly. By utilizing search components, expensive queries to the database are reduced.• Improving Search Queries
– Content Types• Organize Content into Groups
– Managed Metadata• Apply Metadata Properties to Items, Pages, etc.
– Search Metadata Properties• Content Metadata Exposed through Search
• Search Web Parts– Content Query
• Search Content and Display– Search Results Page
• Core Results• Refinement Panel• Best Bets
– Table Of Contents• Web Analytics
– Summarize Top Queries• Can you find the ‘Core Results Web Part’?6
Search Web Parts
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Preparing to Customize Search
Customizing SharePoint 2010 Search Components doesn’t require extensive programming skills! The key is organized, searchable content.• Content Types
– Centralize Content Types using Content Type Hub
• Site Actions -> Site Settings -> Site Content Types• Group custom types into New Group• Name Content Types consistently
• Managed Metadata– Setup Managed Metadata Service– Add Managed Metadata– Add Managed Metadata Property to List
• Search Metadata Properties– Central Administration -> Manage Service
Applications -> Search Service Application -> Metadata Properties
– Once added to a full crawl of the content source
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Customizing Search
The Goal: Users should be able to find content within 3 clicks!
• Ensure Search results has relevant information displayed so user can find the appropriate document.
– Customize Core Results– Modify Refiners
• Utilize the URL and Search Query Syntax– isDocument (0 or 1)– ContentClass
• STS_Site, STS_Web, STS_List, STS_ListItem, STS_List_{Type}, STS_ListItem_{Type}
• Type can be DocumentLibrary, Events, Tasks, Announcements, DiscussionBoard, Contacts, Links, PictureLibrary
– Search by Content Type• Link custom dashboards to Search Results• Use SharePoint Search Best Bets to direct users
to specific locations 9
Search Reporting
What are users clicking on?
• Use web analytics reports to find out what users are clicking on, best bet suggestions, failed queries, etc.
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Search Summary
Microsoft SharePoint Search is a large product and can ensure your users are able to find content.
• Search doesn’t have to be planned out day 1 – but your content should be.
• Use Web Analytics Reports to review search and make adjustments as the users needs change.
• Ensure the search architecture is capable and redundant. Have your front end servers (WFEs) also act as query servers and have an application server(s) perform indexing functions.
• Be mindful of search database size, if you are going to index file systems, Lotus Notes, or other external content.
• Place search on separate storage if available to ensure optimal performance.
• Review search error logs (Central Administration) periodically to ensure content is crawled successfully.
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Search Tips
Microsoft SharePoint Search is a large product and can ensure your users are able to find content.
• How to use Metadata as search parameter.http://www.mssharepointtips.com/tip.asp?id=1190
• Target search results with keyword searchhttp://sharepoint.microsoft.com/Blogs/GetThePoint/Lists/Posts/Post.aspx?ID=230
• Adding search refinementshttp://www.ableblue.com/blog/archive/2009/12/09/adding-search-refinements-in-sharepoint-2010/http://www.sharepointanalysthq.com/tag/refinement-panel/
• Customizing the Core Results Web Part XSLThttp://littletalk.wordpress.com/2011/08/26/customizing-search-core-result-xslt-in-sharepoint-2010/http://msdn.microsoft.com/en-us/library/ff630941.aspx
• Create custom tabs in Search Centerhttp://msdn.microsoft.com/en-us/library/bb428855(v=office.12).aspx
• A great PowerPoint on End User Adoptionhttps://skydrive.live.com/view.aspx?cid=D70E59A936FA955F&resid=D70E59A936FA955F%212560
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Thank you!
For further information, please contact:
Suzanne [email protected]. ArchitectPerficient - Microsoft West RegionTwitter: spgenie
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Partial Client List
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