What you need to know about Search in SharePoint 2013 Preview - DFW SharePoint Users Group 2012


What you need to know about Search in SharePoint 2013 PreviewCorey Roth (@coreyroth)Applications ArchitectInfusion


Corey RothAbout me

Transplant to Houston, TX Applications Architect at Infusion Development Three-time Microsoft SharePoint MVP Specializing in ECM, Search, and apps Come see my sessions at SPC12

E-mail: [email protected] Twitter: @coreyroth Blog: www.dotnetmafia.com

mailto:[email protected]

http://www.dotnetmafia.com/


Agenda

Major Product Changes User Interface Crawling Querying SharePoint Online Logical Architecture API (Developer Breakout)


Where is FAST Search for SharePoint? GONE!

Components of FS4SP and some FAST ESP fully integrated


New Search Interface


New Search Interface Script based queries Template based search results Visual Refiners Previews for more documents types using OWA


Search Demo

demo Corey Roth


Result Types SharePoint 2013includes a new framework for presenting

search results to end users called result types Result types have several elements that enable each

type to be rendered differently:


Result Type with Display Template Example Here’s an example from one of the Hands On Labs that

demonstrates building a custom result type and display template for .TXT file search results:


Result Types

demo Corey Roth


Query Suggestion Examples Here are some examples of how query suggestions

might look: Before the Query Suggestion Above are items based on what other

users have queried and found Bottom 3 items are ones you clicked

before

After the Query Suggestion Top 3 items are ones you clicked before


Crawl and Content Configuration

Crawling and Content Sources Result Sources Improvements in Document Parsing Entity Extraction Schema Management


Crawling and Content Sources

Crawling improvements Anonymous HTTP crawling Crawls aysnc content Continuos crawling


Result Sources – FKA Scopes and Federated Search Scopes and Federated Search in SharePoint 2010 are now known

as “Result Sources” in SharePoint 2013 Results Sources also support a “Remote SharePoint Index”


Improvements in Result Sources Site and site collection admins can manage and

configure result source Reduces need for SSA admins to configure Empowers lower-level admins

Exchange result source Allows query transformations

Eg: appendeding to each query, e.g. author=“Our CEO”, etc.


Content Sources and Result Sources

demo


Improvements in Document Parsing

SharePoint 2013 introduces new parsing features Automatic file format detection: no longer relies on

file extension Deep link extraction for Word and PowerPoint

formats Visual metadata extraction: titles, authors and dates High-performance format handlers for HTML, DOCX,

PPTX, TXT, Image, XML and PDF formats New Montage, Visio and OneNote filters The IFilter API still around


Summary: New Site Search Admin Tasks Just to summarize, here are things site admins can do to

manage search themselves:Task Site

Collection Admin

Site Admin

Create and/or override Query Rules, including Promoted Results

Create and/or override Result types and display templates

Create and/or override Result Sources, either for remote locations or as a custom search “vertical”

Create managed properties

Create refiners

Start a local crawl – can even be done down to the list level


Schema Management Managed properties still configured at SSA level Site Collection admins can define managed properties

Site collection admins can pick up new crawled properties for custom metadata in their sites and create managed properties from them

Still requires a full crawl SSA Properties used by default until overridden


Faceted Navigation with Search Refiners Uses term sets for navigations Associate terms to managed properties Managed property must be set as “Refinable” Example:

You have term store terms Camera and Laptop You have managed properties Megapixel Count, Color and

Manufacturer For Camera term, you add refiners for Megapixel Count and

Manufacturer For Laptop term you add refiners for Color and Manufacturer

Another Example: Department is the term store term, Customers and Projects

could be refiners


New Search Settings

demo


SharePoint Online SPO gets some love

Greater feature parity with on-premises Tenant admin has search settings

i.e.: Search Schema, Results Sources, Query Suggestions, Authoritive Pages

Automatic OWA


SharePoint Online

demo


Architecture

Logical Architecture - Components Crawl Content Processing Analytics Processing Index Administration Query Processing

Search Process


Logical Architecture


Crawling the Content• Crawls SharePoint Content• Crawl database tracks content that is

crawled• Does not store the crawled content


Content Processing Content Processing Component

Processes crawled items and feeds these items to the index component

Document Parsing happens through Format Handlers iFilter is supported through a Generic iFilter format handler iFilters are still the extensibility platform for SharePoint 15

Heart of indexing process Linguistic Processing Writes to link database Generates phonetic name variations for people search


Analytics Processing Component Analyzes crawled items and how users interact

with search results.


Index Component

Used in both feeding and query processes: Feeding: receives processed items from the

content processing component and writes those items to index files

Query: receives queries from the query processing component and returns results sets


Index Architecture (at very high level) An index partition is a logical

portion of the entire search index.

Index can scale in both horizontal (partitions) and vertical (replicas) ways

Partitions can be added but NOT removed

PrimaryReplica

SecondaryReplica 1

SecondaryReplica 2

Secondary Replica 1

SecondaryReplica 2

Primary Replica

Secondary Replica 3

SecondaryReplica 2

Primary Replica

SecondaryReplica 1

Partition #1 Partition #2 Partition #3

SecondaryReplica 3

SecondaryReplica 3

Servers

Index Servers1, 2 & 3





Query Processing Component

Performs linguistic processing at query time: Word breaking, stemming, query spellchecking, thesaurus

Analyzes and processes search queries and results.


Search Administration Search Admin Component

Runs number of system processes required for search

Responsible for search provisioning and topology changes

Coordinates search components – Content Processing, Query Processing, Analytics, and Indexing.

Search Admin DB Stores search configuration data:

Topology Crawl rules Query rules Managed property mappings Content sources Crawl schedules

Stores Analytics settings


Search Processes Host Controller

Windows Service that supervises NodeRunner process(es) Automatically restarts NodeRunner.exe

NodeRunner.exe Process that hosts a search components Five instances total (one per component)

Can be scaled to multiple servers

MSSearch.exe Windows Service hosting the Crawl Component


Search Host Process Multiple NodeRunner instances can

run on the same server Each NodeRunner instance hosts one

search component 5 instances of the NodeRunner.exe on

a single server install

NodeRunner.exe

Crawl Component

NodeRunner.exe

Query Processing Component

NodeRunner.exe

Analytic Processing Component

NodeRunner.exe

Content Processing Component

NodeRunner.exe

Index Component


Architecture Demo

demo Corey Roth (@coreyroth)Applications ArchitectInfusioin


API Changes REST Client Object Model Web Services Deprecated


Query Languages Keyword Query Syntax

Preferred Method FAST Query Language (FQL)

Still available Full Text SQL Query

Removed from product


Querying with REST Available at the URL http://server/_api/search/query

Pass keyword query via querytext parameter

http://server/_api/search/query


Querying wit REST

demo


Search Client Object Model Microsoft.SharePoint.Client.Search.dll Execute queries with SearchExecutor class


Querying with CSOM

demo

What you need to know about Search in SharePoint 2013 Preview - DFW SharePoint Users Group 2012

Technology

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