Getting the most out of SharePoint Search - SharePoint Saturday Denver
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Getting the most out of SharePoint Search Corey Roth @coreyroth
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The number one complaint about Enterprise Search is usually summed up by a statement like this: “I can’t find anything!”. Whether you are using SharePoint Foundation with Search Server Express, SharePoint Server 2010, or FAST Search for SharePoint, the quality of the results you receive from search is only as good as the input you give it. Out-of-the-box, SharePoint gives you a very functional search engine, but you need to do some work to really enable the full power it provides. This intro level talk will teach you the basics of Enterprise Search in SharePoint. Here you will learn about the basic building blocks such as content sources, crawled properties, managed properties, and scopes. We will also cover what types of data can be indexed. Then we’ll follow up with some basic customization of the Search Center. We’ll demo search using SharePoint 2010 and SharePoint Online, but most of the topics apply to MOSS 2007 as well.
Transcript of Getting the most out of SharePoint Search - SharePoint Saturday Denver
Getting the most out of SharePoint Search
Corey Roth@coreyroth
Corey RothAbout me
SharePoint Consultant at Infusion Development Microsoft SharePoint MVP Specializing in ECM and Search Passed all SharePoint 2010 certification exams E-mail: [email protected] Twitter: @coreyroth Blog: www.dotnetmafia.com
Key Theme
Search is only as good as the information you provide it…
SharePoint is not a…
SharePoint is a…
Challenges with Search “Too many results” “I can’t find anything” “Not enough options on
search page” “Results not relevant”
Agenda Overview of search Search Components Querying Search Customizing Search Extending Search
Key Takeaways Familiarity with search in SharePoint What SharePoint search can index Advanced keyword queries Out-of-the-box customizations to search interface Using the search web service with Silverlight Getting more out of search than you do today
You have a choice… SharePoint Server 2010 FAST Search for
SharePoint Search Server Express SharePoint Online
What can search index? SharePoint File Shares Web Sites Exchange Public Folders People Databases Web Services
Search in SharePoint
Corey Roth (@coreyroth)Infusion Developmentwww.dotnetmafia.com
demo
Components of Search Content Sources Search Center Metadata Properties (Crawled / Managed) Scopes File Types Crawl Rules
Finding things easier…
Documents can be found easier by knowing the right query... using scopes to segment
results making use of best bets
Improve search with queries SharePoint uses Keyword Query syntax Use wildcard operator (*) to find more results
i.e.: account* finds account, accounts, accountant, and accounting
Use >, >=, <, <= operators to query results by date i.e.: Write>=“1/1/2011”
Query by author or title using built-in managed properties i.e.: Author:”Christina Murphy” i.e.: Title:”Budget 2012”
Built-in Managed Properties
Managed Property
Description
Author Author of documentSite Used to query items by URLTitle Title of page or documentWrite Date document was modifiedIsDocument Set to 1 to return only documents
Segmenting results with Scopes Scopes allow the user to limit results Results can be restricted to:
a specific folder hostname domain or subdomain
Cannot be restricted to a content source or managed property
Grouped together with Scope Display Groups
Querying Search and Scopes
Corey Roth (@coreyroth)Infusion Developmentwww.dotnetmafia.com
demo
Provide more search options
Many options for displaying scopes Scopes on the master page
can be optionally shown Scopes dropdown uses the
scope display group, Search Dropdown
Empower users with a Search Center Specify a Site Collection Search Center to provide users
with customized search results Have contextual search use your Search Center Search Center created using New Site
Find your people An easy-to-use interface to find people Phonetic search helps find people when names are
misspelled Automatically recognizes common nicknames
i.e.: Robert / Rob / Bob / Roberto No configuration required
User Profile Synchronization and people indexing pre-configured My Sites pre-configured
People queries executed from search center
People Search
Corey Roth (@coreyroth)Infusion Developmentwww.dotnetmafia.com
demo
Improving how users view results Users want to be able to find
results quickly and easily Tailoring search center can
greatly increase productivity
Customizing Search Center Pages
Page Function
default.aspx Simple search box for SharePoint searches
results.aspx Results page for SharePoint searches
people.aspx Search box for people search
peopleresults.aspx
Results page for people search
advanced.aspx Search page with advanced options
Customizing Search Center Web Parts - SearchBoxEx
The “search box” Provide value by adding a scope drop
down Customize labels and other text Optionally disable advanced search
Customizing Search Center Web Parts - CoreResultsWebPart
Displays search results Results customizable using
XSL Specify a scope to limit results Displays 10 results by default Can hard code query using
Fixed Keyword Query
Customizing Search Center Web Parts – Refinement Panel
Allows users to refine results based upon categories i.e.: Author, site, document type, modified
date Customizable using XSL Filter categories configured using XML
Customizing Search Center Web Parts – Advanced Search
Web part for performing advanced queries Allows querying by managed property Query by document type
Customizing Search Center
Corey Roth (@coreyroth)Infusion Developmentwww.dotnetmafia.com
demo
Extending Search Out-of-the-box search works
great, but users want a rich interface
Creating a Silverlight application to query search and display results provides a great user experience
Search.asmx web service can query from client and remote applications
Search.asmx Located at /_vti_bin/search.asmx User query string contained in an XML Input parameter Query() method returns results as an ADO.NET DataSet QueryEx() method returns results as an XML string Uses credentials of currently logged in user
Search.asmx – Query Input XML
<QueryPacket xmlns="urn:Microsoft.Search.Query" Revision="1000"> <Query domain="QDomain"> <SupportedFormats> <Format>urn:Microsoft.Search.Response.Document.Document</Format> </SupportedFormats> <Context> <QueryText language="en-US" type="STRING">Sales</QueryText> </Context> </Query></QueryPacket>
Search.asmx – Query Output XML
<diffgr:diffgram xmlns:msdata="urn:schemas-microsoft-com:xml-msdata" xmlns:diffgr="urn:schemas-microsoft-com:xml-diffgram-v1"> <Results xmlns=""> <RelevantResults diffgr:id="RelevantResults1" msdata:rowOrder="0"><Rank>71596192</Rank> <Title>Team Site</Title>
<Path>https://dotnetmafia.sharepoint.com</Path> <Write>2011-09-09T02:41:26-07:00</Write> <SiteName>https://dotnetmafia.sharepoint.com</SiteName>…</RelevantResults>
Extending Search with Silverlight
Corey Roth (@coreyroth)Infusion Developmentwww.dotnetmafia.com
demo
Can I do <x> with SharePoint Online? SharePoint Online has many
of the same features available from On-Premises
Before you customize, know before you go
What’s out? Search Service Application Crawling of File Shares, BCS, Exchange public folders Search Custom Connectors FAST Search Search Object Model
What’s in? Search Center Search Web Parts Refinement Panel Advanced Search People Search Keywords, Best Bets, Synonyms Scopes (on site collection) Contextual Search Search Web Service (search.asmx)
Recap Familiarity with search in SharePoint Search Advanced keyword queries Out-of-the-box customizations to search interface Using the search web service with Silverlight Getting more out of search than you do today
Resources
Adding a link to a document’s folder in Search Resultshttp://www.dotnetmafia.com/blogs/dotnettipoftheday/archive/2010/08/23/adding-a-link-to-a-document-s-folder-in-sharepoint-2010-enterprise-search.aspx
How to: Add search to a public facing web site with SPOhttp://www.dotnetmafia.com/blogs/dotnettipoftheday/archive/2011/07/21/office-365-how-to-add-search-to-your-public-facing-web-site-with-sharepoint-online.aspx
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted
to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
