leverage search and customize to your brand within sharepoint 2010
DESCRIPTION
Slides from my SharePoint session given on August 12 2011 at SharePoint Saturday The Conference in Washington DC titled "Leverage Search and Customize to your Brand within SharePoint 2010"TRANSCRIPT
1ironworks.com | 804.967.9200
Search Your Way to Success
Leverage Search and Customize to your Brand within SharePoint 2010
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About The Presenter
• Over 8 years of experience in development and implementation of web and windows-based IT solutions
• Background in SharePoint, WCF, Windows Workflow, InfoPath Forms Services, ASP.NET, ADO.NET, XML, XSLT, AJAX, JavaScript, and SQL
• Numerous SharePoint engagements: Extranets, Intranets, Publicly-Facing Web Sites, Enterprise Search, Document Management, Web Part Development, and Custom Applications
• Bachelor of Science in Computer Science• Microsoft Certified Professional (MCP) for SharePoint 2010• Microsoft Certified Technology Specialist (MCTS) for MOSS 2007• Brainbench Certified in SPS 2003, C# & ASP.NET
Chaitu MadalaSharePoint Architect
Blog: http://www.goodbadtechnology.blogspot.com
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Ironworks Introduction
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Ironworks Introduction
Key Facts:
• Started in 2001• 250 Employees• Offices in Richmond (HQ), Washington DC, Raleigh, Charlotte, Atlanta, Minneapolis• Key Industries: Healthcare, Government, Not for Profit and Financial Services
Project-based technology consulting firm with key strengths in:
• Enterprise Content Management / Portal Integration• Business Intelligence• PMO / Management Consulting• Interactive User-Centric Design
Key Differentiators:
• Competitive Rates, Senior Resources, Loyal Clients, Results and Delivery Driven
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SharePoint Clients
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Agenda
• The Value of SharePoint Search
• Optimizing the Out of the Box
• Leveraging the Search Core Results Web Part
• Building your own Search Results Web Part
• Excluding parts of Pages from Crawl
• Exploring Other Search Features
• Crawling PDF files and TIFF Images (Optical Character Recognition)
• Life in the FAST Lane
• Q & A
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The Value of SharePoint Search
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Why Focus on SharePoint Search?
Search is an Easy Win
• Improve content “Findability”• Users understand search• Does not require SharePoint content
Other Benefits of Search
• Efficient cross-site content rollup• Query logs allow data mining
SharePoint 2010 Search Enhancements
• Search-driven navigation• Document preview • Search Suggestions while typing• Did you mean suggestions• Federated Results• More…
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The Value of SharePoint Search
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The SharePoint 2010 Enterprise Search Center
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Optimizing the Out of the Box
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Focus on What Matters to the End User
Search Relevancy
• Security Trimming• Metadata Tagging• Exclusions/Crawl Rules
User Interface
• Search Scopes• Search Result Styling
Content Highlighting
• Best Bets• Thesaurus Files
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Relevancy: How SharePoint Scores Your Content
• Click Distance from Authoritative Sites Shorter distance more relevant
• Anchor Text Hyperlinks to Content
• URL Depth Results higher in hierarchy more relevant
• URL Matching
• Metadata Extraction
• File Type Biasing PPT more relevant than XLS
• Text Analysis Matching Terms, Term Frequency, Term Variants
• Star Ratings
• Social Behavior
• People nearer to you in hierarchy
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What You Can Do About It
Scope Exclusion Rules
• Hide Folders
Crawl Rules
• Hide System Pages & Other Content
Relevance Tuning for SharePoint 2010 Search
• Managed Property Weighting
Free Tool In Codeplex - http://searchrelevancy.codeplex.com/
Relevance Tuning for FAST
• Rank Profiles• Keyword-Driven Rank• Static Rank• Dynamic Rank• Linguistic Relevance
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Visual How To: Configure Scope Exclusions
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Visual How To: Configure Crawl Rules
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User Interface: Search Scopes
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User Interface: Search Result Styling
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User Interface: Search Result Styling
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User Interface: Metadata Searching
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Leveraging the Search Core Results Web Part
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Rollup Options: Content Query Web Part
Provides a granular query languagePolls live data
Security trimmed/Audience filteredCan be slow
Restricted to site collectionStyling requires touching system XSLT
No paging support
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Rollup Options: Search Core Results Web Part
Can aggregate any searchable content
Highly performant
Security trimmed/Audience filtered
Data must be indexed
Can be styled on per instance basis
Paging Support
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Leveraging Search Core Results
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Custom XSLT in 4 Easy Steps
Get “Raw” Results XML from SCRWP Save it as a file Import XML file as a data source in SPD
Configure Data View Web Part Set XML file as DVWP data source
Customize XSLT Use WYSIWYG editor to configure DVWP layout
Deploy Custom XSLT Copy XSLT from DVWP back to SCRWP Close the page in SPD without saving to avoid un-ghosting
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Visual How To: Custom XSLT Using DVWP
<?xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/>
<xsl:template match="/">
<xmp><xsl:copy-of select="*"/></xmp>
</xsl:template>
</xsl:stylesheet>
Screen captures courtesy of Patrick Tisseghem’s Blog Post:
“Custom XSLT for the Search Core Results Web Part”
http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669
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Building your own Search Results Web Part
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Building your own Search Results Web Part
What?– Tailor search results web part
to meet specific needs
Why?– OOB search results web part
does not offer full wild card search & custom sort options
How?– Either extend OOB search
results web part– Build your own using
“FullTextSqlQuery” object
The Query: AND (ContentTypeName='Ratings' OR ContentTypeName='Review‘) AND (CONTAINS(url, '/getinsurance/auto')) ORDER BY Write DESC
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Need to build your own Search Results Web Part
Why?
OOB Search Core Results Web Part does not offer full wild card search
Ex: Share* is permitted but not *hare*
OOB Search Core Results Web Part does not offer custom sort options
SharePoint determines relevancy and it offers sort options on relevancy and
modified date fields only
Add your own criteria
Ex 1: Randomize Results
Ex 2: Add Today’s date support.
Get Calendar events that occur in the future. (StartDate > {Today})
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Excluding parts of Pages from Crawl
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Excluding parts of Pages from Crawl
What?– Partial Page Exclusion
Why?– Accurate Search Results
How?– No OOB Solution– Needs development of a
custom control– We did it & posted it -
http://underthehood.ironworks.com/2010/05/sharepoint-search-partial-page-exclusion.html
Page Content
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Exploring Other Search Features
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Other Features of SharePoint Search
RSS Feeds and Alerts Tailor search result feeds to meet specific interests
Best Bets Target search result delivery and highlight priority content
Federated Search Deliver a Search Center that is a one-stop search solution
Query Logs Tune site structure, metadata, and best bets through data mining
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Other Search Features: RSS Feeds and Alerts
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Other Search Features: Best Bets
=
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Other Search Features: Federated Search
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Other Search Features: Query Logs
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Crawling PDF files and TIFF Images
PDF Files
1. Install the 64-bit Adobe PDF iFilter on Indexing Server(s)
2. Add a new file type for ‘pdf’ in the File Type interface under the Search Service Application within Central Administration
3. Make the required RegEdit changes
4. Perform an IISRESET & restart the search services
TIFF Images using Optical Character Recognition
5. Add Windows TIFF iFilter feature to Indexing Server(s)
6. Enable TIFF OCR scanning through group policy on the indexing server
7. Force TIFF IFilter to OCR every page in a TIFF document (Optional)
8. Reboot the server and kick a full crawl
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Life in the FAST Lane
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FAST for SharePoint 2010
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FAST for SharePoint 2010
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FAST for SharePoint 2010
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When to Use FAST
Use FAST if…
Require user experience enhancements Have high volumes of content that update frequently Require almost real time incremental indexing Need to automate content processing
Do Not Use FAST if…
Content is static Budget constraints
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Ironworks Blogs
• Fit & Finish: Insight from the Ironworks User Experience Group– http://fitandfinish.ironworks.com/
• Under the Hood: Insight from the Ironworks Technology Group– http://underthehood.ironworks.com/
Contact
• For further information about Microsoft SharePoint services at Ironworks, please contact – Keith Long: [email protected]
Q&A
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Referenced Resources
Find It All with SharePoint Enterprise Search
http://technet.microsoft.com/en-us/magazine/2007.01.search.aspx
Using a Search Center in Office SharePoint Server 2007
http://media.mindsharp.com/PDFs/Using_a_Search_Center_in_MOSS07.pdf
MOSS Faceted Search Solution on CodePlex
http://facetedsearch.codeplex.com/
Custom XSLT for the Search Core Results Web Part
http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669
Federated Search Overview
http://msdn.microsoft.com/en-us/library/cc806030.aspx
SharePoint 2010 Enterprise Search
http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/default.as
px
FAST Search Server 2010
http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/Fast-Sear
ch.aspx
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Final Notes
Presenter Contact Information:
Chaitu Madala
SharePoint Architect, Ironworks Consulting
LinkedIn: http://www.linkedin.com/in/cmadala
Under The Hood Blog: http://underthehood.ironworks.com
Good Bad Technology: http://goodbadtechnology.blogspot.com
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