techdays11 geneva - going further with sharepoint 2010 search

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Page 1: TechDays11 Geneva - Going Further with SharePoint 2010 Search
Page 2: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Marius Constantinescu Valerie AlonsoTechnical Architect Lead Consultant blue-infinity (Switzerland) S.A.

Aller plus loin avec le Search

Page 3: TechDays11 Geneva - Going Further with SharePoint 2010 Search

branding.technology.integration

in brief• + 250 employees• headquartered in Geneva• founded in 1995• international culture• multi-national clients• integrated solutions

Page 4: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Agenda

ConceptsEnd-user EnhancementsSearch ExtensibilityQuery federation

Page 5: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Microsoft SharePoint 2010 Ribbon UI

SharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesExternal ListsWorkflowSharePoint 2010 Designer Visual StudioInfoPath Form ServicesAPI EnhancementsREST/ATOM/RSS

Communities

Search

SitesComposites

Content

Insights

Page 6: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Quick, easy, powerful search

(for free!)

Complete intranet search

High-end search delivered through

SharePoint

Basic search Intranet-wide searchPeople and expertise search

Products for Every Customer Need

Visual experiences, extreme adaptability and advanced content processing

Page 7: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Do More With SearchAcross a Spectrum of Customization and Development

Configure Extend Create

Page 8: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Logical search architecture Concepts

Content Sources - Host the content we want to return in main results

Search Center Entry point for users to issue queries and interact with results

Query Servers - Accept query requests from users and return results

Query Federation - Return external results from non-SharePoint Indexes

Indexing - Extract information from items to enable efficient matching

Index Partition - Subset of the overall index

Crawling - Traverse URL space to record items in search catalog

Indexing Connectors - Know how to process different content sources

Federated Source

Page 9: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Making Content SearchableCreate Content Sources

SharePoint Site, Internet Sites, Line of Business, File SharesConfigure search scopes

Narrow down search results Choose between Site or Contextual Search Scopes

Enable Sites, Lists and/or Libraries to be searchedPromote Crawled properties to Managed properties

Properties coming from Content Types (same for External Content Types) are crawledManaged properties can be used in search results and refiners

Create and configure a search centerBenefit from Query Federation

Query across remote server & external indexes, get results as structured XML (mainly RSS)Based on either SharePoint Index (other farms) or using the OpenSearch 1.0/1.1 Standard

Page 10: TechDays11 Geneva - Going Further with SharePoint 2010 Search

End-User EnhancementsOne-stop Search Center

Large variety of search web parts Keywords and Best bets Top answers (Display format for the federated search location’s results.),Advanced search -promote managed propertiesQuery federation brings together results from all over - native support for OpenSearch

Core search experienceImproved did you mean suggestions when mistypingNew pre- and post-query related query suggestions “View in browser” link (for most office docs) – req. Office Web AppsImproved query syntax , including

Prefix matching( aka wildcard), as in Author:Jo* )Boolean query syntax for free-text query or property based query (“SharePoint Search” OR “Bing”) AND (title:”Keyword syntax” OR title:”Query Syntax”)

Out-of-box refinementRefine over key results propertiesAutomatic metadata, taxonomy and social tags based results refinementEasy to extend over custom properties (Value or Range Mapping)

Page 11: TechDays11 Geneva - Going Further with SharePoint 2010 Search

End-User EnhancementsImproved relevance ranking

New ingredients: URL fuzzy matching, social tags, results click through, implicit phrase matching, extracted metadata, etc.

Improved low-noise snippets in summaries

Enhanced multi-lingual supportAutomatic detection of language of many document types and part of documentsCompound word handling - e.g., Innovationszyklen” and ”innovation“, “zyklen”Improved ranking of documents in multilingual collections

New form factorsMobile search from Smartphone browsersDesktop search integration in Windows 7

Page 12: TechDays11 Geneva - Going Further with SharePoint 2010 Search

End-User Enhancements Change web part properties – no code

Customize XSLT - mainly in “Results” web parts (Core, Federated, etc.)Modify XML

Search Box, Refinement panel – control metadata available for refinementAdvanced search – control metadata available for advanced search queries

Extend OOB web parts programmaticallyAlmost OOB web parts are un-sealed (except for AdvancedSearchBoxHighConfidenceWebPart, PeopleCoreResultsWebPart, SearchPagingWebPart, SearchStatsWebPart, SearchSummaryWebPart)Extend web parts to change default behavior

E.g. Extend core results web part to show result previews, change results sorting order

Extend Search Center with vertical experiencesAll web parts communicate through public interface (SharedQueryManager object)

Page 13: TechDays11 Geneva - Going Further with SharePoint 2010 Search

demoEnhancing Search center

Challenges in branding a search centerA real image ONLY search experience

Page 14: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Enable “No Code” connectivity to external data sources & built-in support for BCS in SharePoint 2010 Designer

Provide C.R.U.D. operations support – both Read & Write Offline capabilities and SharePoint Workspace Integration with Office 2010 Programs (Word, Outlook) Enable indexing and search across external data Support more complex & dynamic repositories via custom models

Search Extensibility via BCS

Page 15: TechDays11 Geneva - Going Further with SharePoint 2010 Search

BCS what you can doS

imp

le S

olu

tion

s (

no

cod

e) Create External Content

typesCreate External ListsUse External columns in SharePoint listsConnect to Office programs (enable offline)Connect to WorkspaceCreate Profile Pages, define custom actionsCreate InfoPath forms for External listsUse BDC Web PartsIndex & Search external systems

Inte

rmed

iate

(d

ecla

rati

ve) Customize BDC Web

Parts, profile pagesCustomize InfoPath formsUse it in WorkflowsCustomize Outlook forms and views, show external data in panesCustom actions in Ribbon

Ad

van

ced

(C

od

e

based

) Create .NET AssembliesCreate custom Web PartsAdd code to InfoPath formsBuild custom solutions entirelyCustom workflow activitiesCreate custom field typesCreate code-based actions andUse Client Object Mode with External Lists (ECMA JavaScript, Silverlight)

Page 16: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Connector Architecture

Search Engine/IndexServer BDC

Runtime

WCF Databases

.NET BDC

Connector

Execution call routing through BDCConnector using BDC model file

Custom BDC

Connector

Search user queries

BDC Profile Pages or

External Lists

Search results page – results based on

metadata

Search page points to Profile Page or custom page to show search result

Fetch data from repository

Protocol Handlers

Page 17: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Search external data with BCS

Demo

Page 18: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Search Extensibility - Federation

WebFiles

Databases Lotus Notes

Documentum

OpenSearch Federation

Easily Connect to Assets that live Outside of SharePoint

SharePoint

Exchange Server

Easy to Connect

Index-based Federation

Page 19: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Search Extensibility - FederationQuery Federation

Bring external search results into the SharePoint experienceNew : Open Search standard (1.0 & 1.1) support Exposed through UI (via Federation Results web parts) and Public federation Object Model for developers

Use “Federation Locations” in Central Admin to define connections to new sources

Page 20: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Know the difference

Choose Indexing when:

No way to search repositoryCommon relevance rankingExtract full text and metadataScope to arbitrary subsetSource performance / reliability is insufficient

Lock on Federation when:

You need a quick, powerful way to bring together resultsData distributed across multiple repositoriesSearch already existsCrawling is not feasible…

Cost or difficultyGeo-distributionProprietary / Legal restrictions on source

Page 21: TechDays11 Geneva - Going Further with SharePoint 2010 Search

OpenSearch federation works

HTTP request with query in the URL:http://www.site.com/srchrss.aspx?q={searchTerms}Internet Search Resultshttp://search.live.com/results.aspx?q={searchTerms}&count={itemsPerPage}&first={startItem}&mkt={language}&format=rss&FORM=SHAREF

RSS / Atom results:RSS results with <title>, <link>, <description>Best sources also include: <pubdate>, <author>, <category>, <media:thumbnail>Optionally include custom metadata: <recordid>, <projectname>, <contactnumber>

HTTP REQUEST

RSS/Atom Results

Search Provider

Search Client

Page 22: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Demo

Federated searchCreate a new Federated source

Custom refinerBlended search results

Page 23: TechDays11 Geneva - Going Further with SharePoint 2010 Search

Q&A

Page 24: TechDays11 Geneva - Going Further with SharePoint 2010 Search

© 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.