Find Information Faster Using SharePoint 2010 Search

Suzanne GeorgeSr. Architect

Perficient Microsoft West RegionTwitter: spgenie

About Perficient

2

Leading Technology Consulting & Solutions Firm

• Founded in 1997

• $240MM+ in annualized Revenue

• Over 1,400 highly-experienced Consultants

• 19 Locations across North America

• 80+% of Revenue from recurring Clients

• Served over 400 Clients in past 12 months

Software Solutions Expertise, including:

• Enterprise Portals & Content Management

• SOA, EAI and BPM

• e-Commerce and Product Information Mgmt

• Business Intelligence/ETL

• Customer Relationship Management

• User Experience/UCD

• Significant Integration Expertise

Key Differentiators

• Focused expertise, lower cost, faster time-to-value

• IT Solutions with Business Focus

• National consultants overlay Local delivery model

• Mature, proven Project Methodology

• Global Development Centers in China & Europe

• Healthcare Thought Leadership

Pro

ject

siz

e,

Bre

ad

th o

f Exp

ert

ise

Depth of Expertise, Efficiency & Value, Client Importance

Pro

ject

siz

e,

Bre

ad

th o

f Exp

ert

ise

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

3

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

4

SharePoint 2010 Search Architecture..

Search Architecture.http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=20066

5

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

7

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

8

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.

10

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.

11

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

12

Thank you!

For further information, please contact:

Suzanne GeorgeSuzanne.George@perficient.comSr. ArchitectPerficient - Microsoft West RegionTwitter: spgenie

13

Client Roster

Partial Client List

14