Sea rch SharePoint 2013

Gayathri NarayananSenior SharePoint Consultant,

NCS (P) Ltdhttp://gai3kannan.wordpress.comSharePoint Day @NCS

Agenda

Search Overview

Search Architecture and APIs

Search Verticals and Results Presentation

Parsers

Custom Entity Extraction

Web Service Call-out

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Search in SharePoint 2010

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Search Overview

Search Overview

Search in SharePoint 2013 Single Extensible Platform

• FAST Engine

• SharePoint Crawler

• Best of both!

Same Search Platform in both SharePoint and Exchange

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EXTENSIBLE Search Platform

Ente

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e Se

arch

Peop

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Site

Sea

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Vide

o Se

arch

Topi

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Cont

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arch

My

Task

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CUST

OM

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PART

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S

Search Architecture

SharePoint Day @NCS

HTTP

File Shares

SharePoint

User Profiles

Exchange

Lotus Notes

Documentum

Custom

Crawl and Connecto

rs

Content Pipeline

Query Pipeline

Indexing Engine

Query Engine

Client Framewor

k

Enterprise Search Portal

SharePoint Sites and Portals

SharePoint topic and content pages

SharePoint Sites and Portals

SharePoint Sites and Portals

Custom non-SP Search Driven

Apps

Clie

nt-

Sid

e

OM

RES

T S

erv

ice

IMS Runtime

Analyzer

CTS Runtime

Web Service Callout

Search Architecture

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Search Architecture and API

CSOM API

• Allows targeting export and import of search settings

• Handles rules, sources, managed properties, etc

• Does not handle master pages, templates, and web parts

• Supports migrations, DEV->UAT->PROD scenarios

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Search Verticals and Results Presentation

Results Sources

Managed Properties

Query Rules

Display Templates

Result Types

Refiners

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Search Results Presentation

Replicate Scopes

Focus Results

Execute a Query

Perform Analysis

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Result Sources

Res ult Sources Demo

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Search Results Presentation – Managed Properties

During the crawl SharePoint discovers• Columns with values in SharePoint Lists and Libraries• Document Properties with Values• BCS Columns with values

Columns and properties are categorized Crawled Properties are created

• SharePoint List Columns: ows_ColumnName• SharePoint Site Columns: ows_q_<4 letter code>_ColumnName• Managed Metadata: ows_taxId_ColumnName• HTML or Multiline Text: ows_r_<four letter code>_ColumnName• Profile Properties: People:InternalName• BCS Properties: Entity.FieldName

Crawl Properties

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Search Results Presentation – Managed Properties

Managed Properties are created from crawled properties

Create a Managed Property to use it in Search

Field Names <> Managed Property Names

Profile Property Names<>Managed Property Names

There MAY be a 1:Many relationship of Managed to Crawled Props

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Managed Properties

Search Results Presentation – Managed Properties Not only for Administrators anymore• Farm• Site Collection• Site

Managed Property Controls• Type• Multivalue• Query, Search, Retrieve, Refine, Sort, Safe

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Automatically created for Site Columns• Standard Name Format

<SiteColumnName>OWS<DATATYPE>

Search Results Presentation – Managed Properties

Automatic Managed Properties

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Ma naged Properties Demo

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Search Results Presentation – Query Rules Promoted Results

• Better Best Bets• Always above ranked results

Result Blocks• Execute a new query• Pin to top or float with relevance

Act on user “intent”• Deck = PowerPoint• Doc = Document

Changed Ranked Results

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Publishing• Start and Stop Date• Review Date and Contact

Qu ery Rules Demo

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Search Results Presentation – Display Templates & Result Types

HTML and Javascript No more XSL One result at a time + hovercards Refiners use them too

Display Template

Result Types Applied to all sources or Single Result Source Applied on Property Condition Link from Result to Display Template

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Dis play Template Demo

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Search Results Presentation – Refiners

Refinement in 2013 uses Display Templates You may see then referred to as Filters Out of the box Refinement Item

• Multi-value Refinement Item• Slider• Slider with bar graph

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Ref iners Demo

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Parsers

Parser Engine detects document format• Many formats supported OOB

• Calls appropriate Format Handler

Format Handlers perform actual parsing• Custom Format Handlers implement IFormatHandlerItem

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Custom Entity Extraction

Activate refiners based on custom dictionaries

Enabled using Powershell Cmdlets

12 custom extractor “slots” you can use:

Web Service Callout Transform managed properties using a custom web service

• Data cleansing

• Entity extraction

• Classification and tagging

SOAP web service• Reads a set of managed properties and returns new or modified properties

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Content Processing web service client• Trigger conditition controls when to do (synchronous) call-out

• New or modified managed property values get indexed

• Configurable error handling: Warn or Fail document

…to wrap up!

Search Overview

Search Architecture and APIs

Search Verticals and Results Presentation

Parsers

Custom Entity Extraction

Web Service Call-out

SharePoint Day @NCS