making the most of search in sharepoint online - teched north america

Making the most of Search in SharePoint OnlineCorey RothApplications ArchitectInfusion

Corey Roth

Twitter: @coreyrothE-mail: coreyroth@gmail.comBlog: www.dotnetmafia.com

Challenges with Search

“Too many results”“I can’t find anything”“Not enough options on search page”“Results not relevant”

Agenda

Overview of search in SharePoint OnlineQuerying SearchCustomizing SearchExtending SearchSearch on public facing web sites

Key Takeaways

Familiarity with search in SharePoint OnlineAdvanced keyword queriesOut-of-the-box customizations to search interfaceUsing the search web service with SilverlightGetting more out of search than you do today

Search in SharePoint Online

“It just works” – no configuration requiredSimilar search experience to SharePoint on-premisesIndexing occurs automatically every five minutesSearch settings configured at the Site Collection levelNo access to Search SA

demo

Corey RothApplications ArchitectInfusion

Search in SharePoint Online

Finding things easier

Documents can be found easier by

knowing the right query...using scopes to segment resultsmaking use of best bets

Improve search with queries

SharePoint Online also uses Keyword Query syntaxUse 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 resultsResults can be restricted to:

a specific folderhostnamedomain or subdomain

Cannot be restricted to a content source or managed propertyGrouped together with Scope Display Groups

demo

Corey RothApplications ArchitectInfusion

Querying Search and Scopes

Provide more search options

Many options for displaying scopes

Scopes on the master page can be optionally shownScopes 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 resultsHave contextual search use your Search CenterSearch Center created using New Site

Find your people

An easy-to-use interface to find people Phonetic search helps find people when names are misspelledAutomatically recognizes common nicknames

i.e.: Robert / Rob / Bob / RobertoNo configuration required

User Profile Synchronization and people indexing pre-configuredMy Sites pre-configured

People queries executed from search center

demo

Corey RothApplications ArchitectInfusion

People Search

Improving how users view results

Users want to be able to find results quickly and easilyTailoring search center can greatly increase productivity

Customizing Search CenterPages

Page Functiondefault.aspx Simple search box for SharePoint

searchesresults.aspx Results page for SharePoint searchespeople.aspx Search box for people searchpeopleresults.aspx

Results page for people search

advanced.aspx Search page with advanced options

Customizing Search CenterWeb Parts - SearchBoxEx

The “search box”Provide value by adding a scope drop downCustomize labels and other textOptionally disable advanced search

Customizing Search CenterWeb Parts - CoreResultsWebPart

Displays search resultsResults customizable using XSLSpecify a scope to limit resultsDisplays 10 results by defaultCan hard code query using Fixed Keyword Query

Customizing Search CenterWeb Parts – Refinement Panel

Allows users to refine results based upon categories

i.e.: Author, site, document type, modified date

Customizable using XSLFilter categories configured using XML

Customizing Search CenterWeb Parts – Advanced Search

Web part for performing advanced queriesAllows querying by managed propertyQuery by document type

demo

Corey RothApplications ArchitectInfusion

Customizing Search Center

Extending Search

Out-of-the-box search works great, but users want a rich interfaceCreating a Silverlight application to query search and display results provides a great user experienceSearch.asmx web service can query from client and remote applications

Search.asmx

Located at /_vti_bin/search.asmxUser query string contained in an XML Input parameterQuery() method returns results as an ADO.NET DataSetQueryEx() method returns results as an XML stringUses 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>

demo

Corey RothApplications ArchitectInfusion

Extending Search with Silverlight using Visual Studio 2012 RC

Search on Public Facing Web Sites

Search center is not created on public site collectionsSearch can be used if:

a search center is createda scope is created for the public site collectionsearch box or link is included in the master pagebranding is applied to search center (optional)

demo

Corey RothApplications ArchitectInfusion

Searching Public Facing Web Sites

Can I do <x> with SharePoint Online?

SharePoint Online has many of the same features available from On-PremisesBefore you customize, know before you go

What’s out?

Search Service ApplicationCrawling of File Shares, BCS, Exchange public foldersSearch Custom ConnectorsFAST SearchSearch Object Model

What’s in?

Search CenterSearch Web PartsRefinement PanelAdvanced SearchPeople SearchKeywords, Best Bets, SynonymsScopes (on site collection)Contextual SearchSearch Web Service (search.asmx)

Recap

Familiarity with search in SharePoint OnlineAdvanced keyword queriesOut-of-the-box customizations to search interfaceUsing the search web service with SilverlightGetting more out of search than you do today

Related Content

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Track Resources

Adding a link to a document’s folder in Search Results - http://t.co/2fqdnMFx

How to: Add search to a public facing web site with SPO - http://t.co/2IYaptxk

How to: Use Visual Studio 2012 to publish to SPO - http://t.co/7Lj6tMOt

How to: Use the Silverlight Web Part with VS 2012 - http://t.co/6hPeySGf

Resources

Connect. Share. Discuss.

http://northamerica.msteched.com

Learning

Microsoft Certification & Training Resources

www.microsoft.com/learning

TechNet

Resources for IT Professionals

http://microsoft.com/technet

Resources for Developers

http://microsoft.com/msdn

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