making the most of search in sharepoint online - teched north america
DESCRIPTION
Slides from my talk about Search with SharePoint Online at TechEd North America and TechEd Europe 2012.TRANSCRIPT
Making the most of Search in SharePoint OnlineCorey RothApplications ArchitectInfusion
Corey Roth
Twitter: @coreyrothE-mail: [email protected]: 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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