techdays11 geneva - going further with sharepoint 2010 search
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Marius Constantinescu Valerie AlonsoTechnical Architect Lead Consultant blue-infinity (Switzerland) S.A.
Aller plus loin avec le Search
branding.technology.integration
in brief• + 250 employees• headquartered in Geneva• founded in 1995• international culture• multi-national clients• integrated solutions
Agenda
ConceptsEnd-user EnhancementsSearch ExtensibilityQuery federation
Microsoft SharePoint 2010 Ribbon UI
SharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser
Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements
Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot
Business Connectivity ServicesExternal ListsWorkflowSharePoint 2010 Designer Visual StudioInfoPath Form ServicesAPI EnhancementsREST/ATOM/RSS
Communities
Search
SitesComposites
Content
Insights
Quick, easy, powerful search
(for free!)
Complete intranet search
High-end search delivered through
SharePoint
Basic search Intranet-wide searchPeople and expertise search
Products for Every Customer Need
Visual experiences, extreme adaptability and advanced content processing
Do More With SearchAcross a Spectrum of Customization and Development
Configure Extend Create
Logical search architecture Concepts
Content Sources - Host the content we want to return in main results
Search Center Entry point for users to issue queries and interact with results
Query Servers - Accept query requests from users and return results
Query Federation - Return external results from non-SharePoint Indexes
Indexing - Extract information from items to enable efficient matching
Index Partition - Subset of the overall index
Crawling - Traverse URL space to record items in search catalog
Indexing Connectors - Know how to process different content sources
Federated Source
Making Content SearchableCreate Content Sources
SharePoint Site, Internet Sites, Line of Business, File SharesConfigure search scopes
Narrow down search results Choose between Site or Contextual Search Scopes
Enable Sites, Lists and/or Libraries to be searchedPromote Crawled properties to Managed properties
Properties coming from Content Types (same for External Content Types) are crawledManaged properties can be used in search results and refiners
Create and configure a search centerBenefit from Query Federation
Query across remote server & external indexes, get results as structured XML (mainly RSS)Based on either SharePoint Index (other farms) or using the OpenSearch 1.0/1.1 Standard
End-User EnhancementsOne-stop Search Center
Large variety of search web parts Keywords and Best bets Top answers (Display format for the federated search location’s results.),Advanced search -promote managed propertiesQuery federation brings together results from all over - native support for OpenSearch
Core search experienceImproved did you mean suggestions when mistypingNew pre- and post-query related query suggestions “View in browser” link (for most office docs) – req. Office Web AppsImproved query syntax , including
Prefix matching( aka wildcard), as in Author:Jo* )Boolean query syntax for free-text query or property based query (“SharePoint Search” OR “Bing”) AND (title:”Keyword syntax” OR title:”Query Syntax”)
Out-of-box refinementRefine over key results propertiesAutomatic metadata, taxonomy and social tags based results refinementEasy to extend over custom properties (Value or Range Mapping)
End-User EnhancementsImproved relevance ranking
New ingredients: URL fuzzy matching, social tags, results click through, implicit phrase matching, extracted metadata, etc.
Improved low-noise snippets in summaries
Enhanced multi-lingual supportAutomatic detection of language of many document types and part of documentsCompound word handling - e.g., Innovationszyklen” and ”innovation“, “zyklen”Improved ranking of documents in multilingual collections
New form factorsMobile search from Smartphone browsersDesktop search integration in Windows 7
End-User Enhancements Change web part properties – no code
Customize XSLT - mainly in “Results” web parts (Core, Federated, etc.)Modify XML
Search Box, Refinement panel – control metadata available for refinementAdvanced search – control metadata available for advanced search queries
Extend OOB web parts programmaticallyAlmost OOB web parts are un-sealed (except for AdvancedSearchBoxHighConfidenceWebPart, PeopleCoreResultsWebPart, SearchPagingWebPart, SearchStatsWebPart, SearchSummaryWebPart)Extend web parts to change default behavior
E.g. Extend core results web part to show result previews, change results sorting order
Extend Search Center with vertical experiencesAll web parts communicate through public interface (SharedQueryManager object)
demoEnhancing Search center
Challenges in branding a search centerA real image ONLY search experience
Enable “No Code” connectivity to external data sources & built-in support for BCS in SharePoint 2010 Designer
Provide C.R.U.D. operations support – both Read & Write Offline capabilities and SharePoint Workspace Integration with Office 2010 Programs (Word, Outlook) Enable indexing and search across external data Support more complex & dynamic repositories via custom models
Search Extensibility via BCS
BCS what you can doS
imp
le S
olu
tion
s (
no
cod
e) Create External Content
typesCreate External ListsUse External columns in SharePoint listsConnect to Office programs (enable offline)Connect to WorkspaceCreate Profile Pages, define custom actionsCreate InfoPath forms for External listsUse BDC Web PartsIndex & Search external systems
Inte
rmed
iate
(d
ecla
rati
ve) Customize BDC Web
Parts, profile pagesCustomize InfoPath formsUse it in WorkflowsCustomize Outlook forms and views, show external data in panesCustom actions in Ribbon
Ad
van
ced
(C
od
e
based
) Create .NET AssembliesCreate custom Web PartsAdd code to InfoPath formsBuild custom solutions entirelyCustom workflow activitiesCreate custom field typesCreate code-based actions andUse Client Object Mode with External Lists (ECMA JavaScript, Silverlight)
Connector Architecture
Search Engine/IndexServer BDC
Runtime
WCF Databases
.NET BDC
Connector
Execution call routing through BDCConnector using BDC model file
Custom BDC
Connector
Search user queries
BDC Profile Pages or
External Lists
Search results page – results based on
metadata
Search page points to Profile Page or custom page to show search result
Fetch data from repository
Protocol Handlers
Search external data with BCS
Demo
Search Extensibility - Federation
WebFiles
Databases Lotus Notes
Documentum
OpenSearch Federation
Easily Connect to Assets that live Outside of SharePoint
SharePoint
Exchange Server
Easy to Connect
Index-based Federation
Search Extensibility - FederationQuery Federation
Bring external search results into the SharePoint experienceNew : Open Search standard (1.0 & 1.1) support Exposed through UI (via Federation Results web parts) and Public federation Object Model for developers
Use “Federation Locations” in Central Admin to define connections to new sources
Know the difference
Choose Indexing when:
No way to search repositoryCommon relevance rankingExtract full text and metadataScope to arbitrary subsetSource performance / reliability is insufficient
Lock on Federation when:
You need a quick, powerful way to bring together resultsData distributed across multiple repositoriesSearch already existsCrawling is not feasible…
Cost or difficultyGeo-distributionProprietary / Legal restrictions on source
OpenSearch federation works
HTTP request with query in the URL:http://www.site.com/srchrss.aspx?q={searchTerms}Internet Search Resultshttp://search.live.com/results.aspx?q={searchTerms}&count={itemsPerPage}&first={startItem}&mkt={language}&format=rss&FORM=SHAREF
RSS / Atom results:RSS results with <title>, <link>, <description>Best sources also include: <pubdate>, <author>, <category>, <media:thumbnail>Optionally include custom metadata: <recordid>, <projectname>, <contactnumber>
HTTP REQUEST
RSS/Atom Results
Search Provider
Search Client
Demo
Federated searchCreate a new Federated source
Custom refinerBlended search results
Q&A
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