leverage search and customize to your brand within sharepoint 2010

1ironworks.com | 804.967.9200

Search Your Way to Success

Leverage Search and Customize to your Brand within SharePoint 2010

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About The Presenter

• Over 8 years of experience in development and implementation of web and windows-based IT solutions

• Background in SharePoint, WCF, Windows Workflow, InfoPath Forms Services, ASP.NET, ADO.NET, XML, XSLT, AJAX, JavaScript, and SQL

• Numerous SharePoint engagements: Extranets, Intranets, Publicly-Facing Web Sites, Enterprise Search, Document Management, Web Part Development, and Custom Applications

• Bachelor of Science in Computer Science• Microsoft Certified Professional (MCP) for SharePoint 2010• Microsoft Certified Technology Specialist (MCTS) for MOSS 2007• Brainbench Certified in SPS 2003, C# & ASP.NET

Chaitu MadalaSharePoint Architect

cmadala@ironworks.com

Blog: http://www.goodbadtechnology.blogspot.com

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Ironworks Introduction

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Ironworks Introduction

Key Facts:

• Started in 2001• 250 Employees• Offices in Richmond (HQ), Washington DC, Raleigh, Charlotte, Atlanta, Minneapolis• Key Industries: Healthcare, Government, Not for Profit and Financial Services

Project-based technology consulting firm with key strengths in:

• Enterprise Content Management / Portal Integration• Business Intelligence• PMO / Management Consulting• Interactive User-Centric Design

Key Differentiators:

• Competitive Rates, Senior Resources, Loyal Clients, Results and Delivery Driven

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SharePoint Clients

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Agenda

• The Value of SharePoint Search

• Optimizing the Out of the Box

• Leveraging the Search Core Results Web Part

• Building your own Search Results Web Part

• Excluding parts of Pages from Crawl

• Exploring Other Search Features

• Crawling PDF files and TIFF Images (Optical Character Recognition)

• Life in the FAST Lane

• Q & A

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The Value of SharePoint Search

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Why Focus on SharePoint Search?

Search is an Easy Win

• Improve content “Findability”• Users understand search• Does not require SharePoint content

Other Benefits of Search

• Efficient cross-site content rollup• Query logs allow data mining

SharePoint 2010 Search Enhancements

• Search-driven navigation• Document preview • Search Suggestions while typing• Did you mean suggestions• Federated Results• More…

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The Value of SharePoint Search

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The SharePoint 2010 Enterprise Search Center

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Optimizing the Out of the Box

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Focus on What Matters to the End User

Search Relevancy

• Security Trimming• Metadata Tagging• Exclusions/Crawl Rules

User Interface

• Search Scopes• Search Result Styling

Content Highlighting

• Best Bets• Thesaurus Files

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Relevancy: How SharePoint Scores Your Content

• Click Distance from Authoritative Sites Shorter distance more relevant

• Anchor Text Hyperlinks to Content

• URL Depth Results higher in hierarchy more relevant

• URL Matching

• Metadata Extraction

• File Type Biasing PPT more relevant than XLS

• Text Analysis Matching Terms, Term Frequency, Term Variants

• Star Ratings

• Social Behavior

• People nearer to you in hierarchy

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What You Can Do About It

Scope Exclusion Rules

• Hide Folders

Crawl Rules

• Hide System Pages & Other Content

Relevance Tuning for SharePoint 2010 Search

• Managed Property Weighting

Free Tool In Codeplex - http://searchrelevancy.codeplex.com/

Relevance Tuning for FAST

• Rank Profiles• Keyword-Driven Rank• Static Rank• Dynamic Rank• Linguistic Relevance

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Visual How To: Configure Scope Exclusions

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Visual How To: Configure Crawl Rules

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User Interface: Search Scopes

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User Interface: Search Result Styling

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User Interface: Search Result Styling

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User Interface: Metadata Searching

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Leveraging the Search Core Results Web Part

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Rollup Options: Content Query Web Part

Provides a granular query languagePolls live data

Security trimmed/Audience filteredCan be slow

Restricted to site collectionStyling requires touching system XSLT

No paging support

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Rollup Options: Search Core Results Web Part

Can aggregate any searchable content

Highly performant

Security trimmed/Audience filtered

Data must be indexed

Can be styled on per instance basis

Paging Support

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Leveraging Search Core Results

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Custom XSLT in 4 Easy Steps

Get “Raw” Results XML from SCRWP Save it as a file Import XML file as a data source in SPD

Configure Data View Web Part Set XML file as DVWP data source

Customize XSLT Use WYSIWYG editor to configure DVWP layout

Deploy Custom XSLT Copy XSLT from DVWP back to SCRWP Close the page in SPD without saving to avoid un-ghosting

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Visual How To: Custom XSLT Using DVWP

<?xml version="1.0" encoding="UTF-8"?>

<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">

<xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/>

<xsl:template match="/">

<xmp><xsl:copy-of select="*"/></xmp>

</xsl:template>

</xsl:stylesheet>

Screen captures courtesy of Patrick Tisseghem’s Blog Post:

“Custom XSLT for the Search Core Results Web Part”

http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669

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Building your own Search Results Web Part

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Building your own Search Results Web Part

What?– Tailor search results web part

to meet specific needs

Why?– OOB search results web part

does not offer full wild card search & custom sort options

How?– Either extend OOB search

results web part– Build your own using

“FullTextSqlQuery” object

The Query: AND (ContentTypeName='Ratings' OR ContentTypeName='Review‘) AND (CONTAINS(url, '/getinsurance/auto')) ORDER BY Write DESC

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Need to build your own Search Results Web Part

Why?

OOB Search Core Results Web Part does not offer full wild card search

Ex: Share* is permitted but not *hare*

OOB Search Core Results Web Part does not offer custom sort options

SharePoint determines relevancy and it offers sort options on relevancy and

modified date fields only

Add your own criteria

Ex 1: Randomize Results

Ex 2: Add Today’s date support.

Get Calendar events that occur in the future. (StartDate > {Today})

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Excluding parts of Pages from Crawl

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Excluding parts of Pages from Crawl

What?– Partial Page Exclusion

Why?– Accurate Search Results

How?– No OOB Solution– Needs development of a

custom control– We did it & posted it -

http://underthehood.ironworks.com/2010/05/sharepoint-search-partial-page-exclusion.html

Page Content

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Exploring Other Search Features

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Other Features of SharePoint Search

RSS Feeds and Alerts Tailor search result feeds to meet specific interests

Best Bets Target search result delivery and highlight priority content

Federated Search Deliver a Search Center that is a one-stop search solution

Query Logs Tune site structure, metadata, and best bets through data mining

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Other Search Features: RSS Feeds and Alerts

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Other Search Features: Best Bets

=

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Other Search Features: Federated Search

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Other Search Features: Query Logs

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Crawling PDF files and TIFF Images

PDF Files

1. Install the 64-bit Adobe PDF iFilter on Indexing Server(s)

2. Add a new file type for ‘pdf’ in the File Type interface under the Search Service Application within Central Administration

3. Make the required RegEdit changes

4. Perform an IISRESET & restart the search services

TIFF Images using Optical Character Recognition

5. Add Windows TIFF iFilter feature to Indexing Server(s)

6. Enable TIFF OCR scanning through group policy on the indexing server

7. Force TIFF IFilter to OCR every page in a TIFF document (Optional)

8. Reboot the server and kick a full crawl

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Life in the FAST Lane

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FAST for SharePoint 2010

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FAST for SharePoint 2010

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FAST for SharePoint 2010

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When to Use FAST

Use FAST if…

Require user experience enhancements Have high volumes of content that update frequently Require almost real time incremental indexing Need to automate content processing

Do Not Use FAST if…

Content is static Budget constraints

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Ironworks Blogs

• Fit & Finish: Insight from the Ironworks User Experience Group– http://fitandfinish.ironworks.com/

• Under the Hood: Insight from the Ironworks Technology Group– http://underthehood.ironworks.com/

Contact

• For further information about Microsoft SharePoint services at Ironworks, please contact – Keith Long: klong@ironworks.com

Q&A

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Referenced Resources

Find It All with SharePoint Enterprise Search

http://technet.microsoft.com/en-us/magazine/2007.01.search.aspx

Using a Search Center in Office SharePoint Server 2007

http://media.mindsharp.com/PDFs/Using_a_Search_Center_in_MOSS07.pdf

MOSS Faceted Search Solution on CodePlex

http://facetedsearch.codeplex.com/

Custom XSLT for the Search Core Results Web Part

http://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669

Federated Search Overview

http://msdn.microsoft.com/en-us/library/cc806030.aspx

SharePoint 2010 Enterprise Search

http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/default.as

px

FAST Search Server 2010

http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/Fast-Sear

ch.aspx

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Final Notes

Presenter Contact Information:

Chaitu Madala

SharePoint Architect, Ironworks Consulting

cmadala@ironworks.com

LinkedIn: http://www.linkedin.com/in/cmadala

Under The Hood Blog: http://underthehood.ironworks.com

Good Bad Technology: http://goodbadtechnology.blogspot.com

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