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: coreyroth@gmail.com 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

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