Search First Migration - Using SharePoint 2013 Search for SharePoint 2010

Search First Migration:Using SharePoint 2013 Searchwith SharePoint 2010 (and earlier)Bob German – SharePoint Principal ArchitectBlueMetal Architects

About the Speaker

Bob GermanPrincipal Architect at BlueMetal Architects

Developer and architect on the SharePoint platform since it was called “Site Server 3.0”

Co-author of SharePoint 2010 Development with Silverlight for Addison-Wesley

http://blogs.msdn.com/BobGerman

BlueMetal Architects We are experts at building solutions that exactly meet

the needs of our customers by apply the right people, processes and platforms.

Our focus is on modernizing applications through expertise in Creative, Social, Development and Data.

We have offices in Boston, New York, and Chicago.

@Bob1German

A Tale of Two Search Engines

ESP for SharePoint• Licensing deal for FAST and

SharePoint 2007• Used FAST’s original

SharePoint integration

FAST Search for SharePoint• Common crawl and query

components• FAST and SharePoint farms

tightly integrated

SharePoint 2013 Search• One search engine• One farm• Simple, easy, powerful

#spfestchi @Bob1German

SharePoint 2010Enterprise Search vs.FAST Search for SharePoint


Comparing the Search Engines

2010 Ent. Search 2010 FAST Search 2013 SearchRefiners X X X

Deep Refiners X X

High degree of relevancy X XMultitenant X X

Soundex People Search X X

Best Bets (good) X

Visual Best Bets (better) X

Promoted Results (best) X

Entity Extraction X X


Entity Extraction and Content Enrichment

• Built-in Company Name Extraction(add inclusions and exclusions)

• Add Custom Entity Extractors

• Dictionary Based• Full or Partial word matches• Case sensitive or insensitive

• Content Enrichment• Web service is called with each

crawled item• Web service can

• Extract Entities• Classify and Tag content• Cleanse content

Processing & refinement

…

REDMOND, Wash., and OSLO, Norway — Jan. 8, 2008

Microsoft Corp. (Nasdaq “MSFT”) today announced that it will make an offer to acquire Fast Search & Transfer ASA (OSE: “FAST”), a leading provider of enterprise search solutions, through a cash tender offer for 19.00 Norwegian kroner (NOK) per share. This offer represents a 42 percent premium to the closing share price on Jan. 4, 2008 (the last trading day prior to this announcement), and values the fully diluted equity of FAST at 6.6 billion NOK (or approximately $1.2 billion U.S. ). FAST’s board of directors has unanimously recommended that its shareholders accept the offer.

Location

Company

Company

Company

Location

FAST – The Good, The Bad, and The Ugly

“Deep” Refiners (refiners take whole result set into account)

Entity Extraction Exact hit counts Content previews (with

Office Web Applications) Visual Best Bets

Complex configuration Single purpose – no multi-

tenancy Difficult to manage Can’t be managed by site

collection administrator Additional hardware

investment

The Good The Bad and The Ugly


FAST for SharePoint 2010 Architecture

FAST Query SSA

Query Processing

FAST Content SSA

SharePoint SitesWeb SitesFile SharesDatabases

Business Apps

Query Matching

FAST Search Authorization

Search Index

Item Processing

Indexing

FAST Specific Connectors

Web Analyzer

Administration

Logical Architecture

Physical Architecture

SharePoint Server 2010(Medium Farm)

FAST Search for SharePoint

FAST Search for SharePoint(Small Deployment)

SharePoint Server 2010 Search Request

WFE WFE

APP

SQL

AdministrationDocument Processing

SQL

Search Administration DatabaseCrawl Database

Backup IndexerContent DistributorIndexing Dispatcher

Document ProcessingWeb AnalyzerQuery Server

SQLSQL

Primary IndexerContent DistributorIndexing Dispatcher

Document ProcessingWeb AnalyzerQuery Server


SharePoint 2013 Search Architecture

SearchAdmin

Content UXCrawlContentProcessing Index

QueryProcessing WFE

API

AnalyticsProcessing

Crawl

Search Admin

Link

Analytics Reporting

FAST Search Index

ContentEnrichmentWeb Service

Public API

Unit of scale/role boundary

Extensibility Points

• HTTP• File shares• SharePoint• User profiles• Lotus Notes • Documentum• Exchange folders• Custom - BCS

• SharePoint• SP Apps• Devices• Non-SP UX


Scaling SharePoint 2013 Search

• Partitions and replicas• n Partitions

• 1 primary replica• ≥ 0 secondary replica

• Add Partitions to scale content• Add Replicas to scale queries and

add availability

• All nodes perform indexing• Journal shipping from primary to replicas

Index

Index Index

Index

Index

Content Processing

Index Index

IndexIndexIndex

Index

Index

Search First Migration

1. Set up SharePoint 2013 Farm

2. Set up (or migrate) Shared Service

In this case, we’ll crawl the SP2010 farm from a new SP2013 SSA

3. Consume the SP2013 service from SharePoint 2010

Notes: Works because Service Application

architecture is the same for 2010 and 2013

Users and content stay in SharePoint 2010 – no user impact

Business Data Connectivity Managed Metadata PerformancePoint Services Search Secure Store User Profile

Search Upgrade Options:1. Manually re-create2. DB Attach (Admin DB only)3. Migration scripts (from FAST 2010

only)see http://bit.ly/Search1Scripts

Migrating Shared Services Services that Support Upgrade

Three Approaches

Content Search Engine Search CenterApproach 1 SharePoint

2010SharePoint 2013

SharePoint 2010

Approach 2 SharePoint 2010

SharePoint 2013

SharePoint 2013

Approach 3 Anything SharePoint 2013

SharePoint 2010 Federation


SharePoint2010

ContentWeb App

Approach 1: 2010 Search Center consumes 2013 SSA

SharePoint2013

DC

SSASAProxy

SearchCenter

ConsumeService

Craw

l

UserProfileService



Recommended by Microsoft as part of “Search First” migration

Enable FAST features with minimal disruption Deep Refiners Previews work out of the box

2013 farm hardware requirements similar to FAST farm Invest in hardware once

No way to take advantage of new SharePoint 2013 Search UI features Result Types Display Templates

Pro Con #spfestchi @Bob1German

Approach 1:SharePoint 2010 Search Center Consumes 2013 SSA

demo


SharePoint 2010 Server Enterprise Edition (for FAST Search Center)

SharePoint 2013 Standard works fine Enterprise adds:

Custom Entity Extraction Extensible Content Processing (other features which aren’t

visible from SP2010)

1. Set up Search SA on SharePoint 2013

2. Crawl the 2010 farm from the new SSA

Configure managed properties and other settings

3. Exchange trust certificates between farms

4. Publish the SharePoint 2013 SSA

5. Grant the SP2010 farm access to the following SP2013 SA’s:

Application Discovery and Load Balancing Search

6. Connect the SP2010 to the 2013 SSA

7. Associate the 2013 SSA proxy with the 2010 Web Application

8. Use the FAST Search Center on 2010

Products Shown Setup Steps #spfestchi @Bob1German

SharePoint2010

ContentWeb App

Approach 2: Redirect to 2013 Search Center

SharePoint2013

DC

SSA

Search Center

Web App

SearchCenter

Craw

l

Redirect

UserProfileService



Enjoy full SP2013 search experience Deep Refiners Result Types Display Templates Query Rules

2013 farm hardware requirements similar to FAST farm Invest in hardware once

Extra work required to get Office previews to work

Users may find transition to the SP2013 UI to be jarring


Approach 2:Redirect to SP2013 Search Center

demo#spfestchi @Bob1German


SharePoint 2010 Server (Standard or Enterprise)


Custom Entity Extraction Extensible Content Processing Advanced actions on Query

Rules Video Search


2. Crawl the 2010 farm from the new SSA


3. Set up a search center on SP2013

4. (optional) For Office previews: Set up an OWA 2013 server Modify SP2013 display templates as

explained here: http://bit.ly/Search1Previews/

5. On SP2010, set results page to point to SP2013 search center


http://bit.ly/Search1Previews/

SharePoint2010

ContentWeb App

Approach 3: Federate with 2013 Search

SharePoint2013

DC

SSA

SearchCenter

SSA

Crawl

FederationUser

ProfileService

ExternalContent



Most useful with external content

Not disruptive – users see familiar SP2010 UI

2013 farm hardware requirements similar to FAST farm

Federation works well over slow WAN connections

Results appear side by side, not reflected in refiners, no previews

No distinct advantage over Approach 1 for SharePoint content


Approach 3:Federate with SP2013 Search Center

demo#spfestchi @Bob1German


SharePoint 2010 Server (Standard or Enterprise)


Custom Entity Extraction Extensible Content Processing (other features which aren’t

visible from SP2010)


2. Crawl the external content from the new SSA


3. Set up a search center in SP2013

4. Ensure Kerberos is in place if you want security trimming

5. On SP2010, add a federated location for the SP2013 search center

6. Configure the Federated Results web part on SP2010


Choosing an Approach

Approach 1:2010 Search CenterConsume 2013 Service

Approach 2:2013 Search CenterNative 2013 Service

Approach 3:2010 Search CenterFederate to 2013

Key Scenario FAST Capabilities with minimal disruption

Full 2013 User Experience

Specialized content sources

Global Deployment Low latency between 2010 and 2013 farms

Medium latency between 2010 and 2013 farms

High latency / low bandwidth OK between 2010 and 2013 farms

Branding Preserve current look and feel

Jump into SP2013 look and feel

Preserve current look and feel

Security Read access to all content

Read access to all content

Provide secured search service without access to all content


Summary

If you haven’t moved to FAST, there areseveral good reasons to move directlyto SP2013 Search: Easier to set up and maintain First step in migrating to SP2013 Able to phase in new SP2013 user experience Better documentation Brighter future Similar hardware footprint and cost (software

licenses will vary depending on your agreementwith Microsoft)

Choose an approach that bestmeets your needs

New in SP2013 Search• What’s New?

http://bit.ly/Search1New • Promoted Results:

http://bit.ly/Search1PromotedResults• Editions of SP2013:

http://bit.ly/Search1Editions

Search First Migration• Migrating Farms that Share Services:

http://bit.ly/Search1Farms• Consuming Services Across Farms:

http://bit.ly/Search1CrossFarm• SharePoint 2010 Previews in SP2013 Search Center:

http://bit.ly/Search1Previews • Search Migration Scripts:

http://bit.ly/Search1Scripts

Note bit.ly links are case sensitive!


Thank you!


Technology

Search First Migration - Using SharePoint 2013 Search for SharePoint 2010