Leverage Search and Customize to your Brand within SharePoint 2010
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Slides from my SharePoint session given on August 12 2011 at SharePoint Saturday The Conference in Washington DC titled "Leverage Search and Customize to your Brand within SharePoint 2010"
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Leverage Search and Customize to your Brand within SharePoint 2010
- 1. Search Your Way to Success Leverage Search and Customize to your Brand within SharePoint 2010
- 2. About The PresenterChaitu MadalaSharePoint Architectcmadala@ironworks.comBlog: http://www.goodbadtechnology.blogspot.comOver 8 years of experience in development and implementation of web and windows-based IT solutions
- 3. Background in SharePoint, WCF, Windows Workflow, InfoPath Forms Services, ASP.NET, ADO.NET, XML, XSLT, AJAX, JavaScript, and SQL
- 4. Numerous SharePoint engagements: Extranets, Intranets, Publicly-Facing Web Sites, Enterprise Search, Document Management, Web Part Development, and Custom Applications
- 5. Bachelor of Science in Computer Science
- 6. Microsoft Certified Professional (MCP) for SharePoint 2010
- 7. Microsoft Certified Technology Specialist (MCTS) for MOSS 2007
- 8. Brainbench Certified in SPS 2003, C# & ASP.NETIronworks Introduction
- 9. Ironworks IntroductionKey Facts:Started in 2001
- 10. 250 Employees
- 11. Offices in Richmond (HQ), Washington DC, Raleigh, Charlotte, Atlanta, Minneapolis
- 12. Key Industries: Healthcare, Government, Not for Profit and Financial ServicesProject-based technology consulting firm with key strengths in:Enterprise Content Management / Portal Integration
- 14. PMO / Management Consulting
- 15. Interactive User-Centric DesignKey Differentiators: Competitive Rates, Senior Resources, Loyal Clients, Results and Delivery DrivenSharePoint Clients
- 16. Agenda The Value of SharePoint Search
- 17. Optimizing the Out of the Box
- 18. Leveraging the Search Core Results Web Part
- 19. Building your own Search Results Web Part
- 20. Excluding parts of Pages from Crawl
- 21. Exploring Other Search Features
- 22. Crawling PDF files and TIFF Images (Optical Character Recognition)
- 23. Life in the FAST Lane
- 24. Q & AThe Value of SharePoint Search
- 25. Why Focus on SharePoint Search?Search is an Easy WinImprove content “Findability”
- 27. Does not require SharePoint contentOther Benefits of SearchEfficient cross-site content rollup
- 28. Query logs allow data miningSharePoint 2010 Search EnhancementsSearch-driven navigation
- 29. Document preview
- 30. Search Suggestions while typing
- 31. Did you mean suggestions
- 33. More… The Value of SharePoint Search
- 34. The SharePoint 2010 Enterprise Search Center
- 35. Optimizing the Out of the Box
- 36. Focus on What Matters to the End UserSearch RelevancySecurity Trimming
- 37. Metadata Tagging
- 38. Exclusions/Crawl RulesUser InterfaceSearch Scopes
- 39. Search Result StylingContent HighlightingBest Bets
- 40. Thesaurus FilesRelevancy: How SharePoint Scores Your ContentClick Distance from Authoritative Sites
- 41. Shorter distance more relevant
- 42. Anchor Text Hyperlinks to Content
- 43. URL Depth
- 44. Results higher in hierarchy more relevant
- 45. URL Matching
- 48. PPT more relevant than XLS
- 49. Text Analysis
- 50. Matching Terms, Term Frequency, Term Variants
- 51. Star Ratings
- 52. Social Behavior
- 53. People nearer to you in hierarchyWhat You Can Do About ItScope Exclusion RulesHide FoldersCrawl RulesHide System Pages & Other ContentRelevance Tuning for SharePoint 2010 SearchManaged Property Weighting
- 54. Free Tool In Codeplex- http://searchrelevancy.codeplex.com/Relevance Tuning for FASTRank Profiles
- 56. Static Rank
- 57. Dynamic Rank
- 58. Linguistic RelevanceVisual How To: Configure Scope Exclusions
- 59. Visual How To: Configure Crawl Rules
- 60. User Interface: Search Scopes
- 61. User Interface: Search Result Styling
- 62. User Interface: Search Result Styling
- 63. User Interface: Metadata Searching
- 64. Leveraging the Search Core Results Web Part
- 65. Rollup Options: Content Query Web PartProvides a granular query languagePolls live dataSecurity trimmed/Audience filteredStyling requires touching system XSLTNo paging supportCan be slowRestricted to site collection
- 66. Rollup Options: Search Core Results Web PartCan aggregate any searchable contentCan be styled on per instance basisPaging SupportHighly performantSecurity trimmed/Audience filteredData must be indexed
- 67. Leveraging Search Core Results
- 68. Custom XSLT in 4 Easy StepsGet “Raw” Results XML from SCRWPSave it as a file
- 69. Import XML file as a data source in SPDConfigure Data View Web PartSet XML file as DVWP data sourceCustomize XSLTUse WYSIWYG editor to configure DVWP layoutDeploy Custom XSLTCopy XSLT from DVWP back to SCRWP
- 70. Close the page in SPD without saving to avoid un-ghostingVisual 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
- 71. Building your own Search Results Web Part
- 72. Building your own Search Results Web PartWhat?Tailor search results web part to meet specific needsWhy?OOB search results web part does not offer full wild card search & custom sort optionsHow?Either extend OOB search results web part
- 73. Build your own using “FullTextSqlQuery” objectThe Query:AND (ContentTypeName='Ratings' ORContentTypeName='Review‘) AND (CONTAINS(url, '/getinsurance/auto')) ORDER BY Write DESC
- 74. Need to build your own Search Results Web PartWhy?OOB Search Core Results Web Part does not offer full wild card search
- 75. Ex: Share* is permitted but not *hare*
- 76. OOB Search Core Results Web Part does not offer custom sort options
- 77. SharePoint determines relevancy and it offers sort options on relevancy and modified date fields only
- 78. Add your own criteria
- 79. Ex 1: Randomize Results
- 80. Ex 2: Add Today’s date support.
- 81. Get Calendar events that occur in the future. (StartDate > {Today})Excluding parts of Pages from Crawl
- 82. Excluding parts of Pages from CrawlWhat?Partial Page ExclusionWhy?Accurate Search ResultsHow?No OOB Solution
- 83. Needs development of a custom control
- 84. We did it & posted it - http://underthehood.ironworks.com/2010/05/sharepoint-search-partial-page-exclusion.htmlPage Content
- 85. Exploring Other Search Features
- 86. Other Features of SharePoint SearchRSS Feeds and AlertsTailor search result feeds to meet specific interestsBest BetsTarget search result delivery and highlight priority contentFederated SearchDeliver a Search Center that is a one-stop search solutionQuery LogsTune site structure, metadata, and best bets through data miningOther Search Features: RSS Feeds and Alerts
- 87. Other Search Features: Best Bets=
- 88. Other Search Features: Federated Search
- 89. Other Search Features: Query Logs
- 90. Crawling PDF files and TIFF ImagesPDF FilesInstall the 64-bit Adobe PDF iFilter on Indexing Server(s)Add a new file type for ‘pdf’ in the File Type interface under the Search Service Application within Central AdministrationMake the required RegEdit changesPerform an IISRESET & restart the search servicesTIFF Images using Optical Character RecognitionAdd Windows TIFF iFilter feature to Indexing Server(s)Enable TIFF OCR scanning through group policy on the indexing serverForce TIFF IFilter to OCR every page in a TIFF document (Optional)Reboot the server and kick a full crawl
- 91. Life in the FAST Lane
- 92. FAST for SharePoint 2010
- 93. FAST for SharePoint 2010
- 94. FAST for SharePoint 2010
- 95. When to Use FASTUse FAST if…Require user experience enhancements
- 96. Have high volumes of content that update frequently
- 97. Require almost real time incremental indexing
- 98. Need to automate content processingDo Not Use FAST if…Content is static
- 99. Budget constraintsIronworks BlogsFit & Finish: Insight from the Ironworks User Experience Grouphttp://fitandfinish.ironworks.com/Under the Hood: Insight from the Ironworks Technology Grouphttp://underthehood.ironworks.com/ContactFor further information about Microsoft SharePoint services at Ironworks, please contact Keith Long: klong@ironworks.comQ&A
- 100. Referenced ResourcesFind It All with SharePoint Enterprise Searchhttp://technet.microsoft.com/en-us/magazine/2007.01.search.aspxUsing a Search Center in Office SharePoint Server 2007http://media.mindsharp.com/PDFs/Using_a_Search_Center_in_MOSS07.pdfMOSS Faceted Search Solution on CodePlexhttp://facetedsearch.codeplex.com/Custom XSLT for the Search Core Results Web Parthttp://www.u2u.info/Blogs/Patrick/Lists/Posts/Post.aspx?ID=1669Federated Search Overviewhttp://msdn.microsoft.com/en-us/library/cc806030.aspxSharePoint 2010 Enterprise Searchhttp://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/default.aspxFAST Search Server 2010http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/Fast-Search.aspxFinal NotesPresenter Contact Information:Chaitu MadalaSharePoint Architect, Ironworks Consultingcmadala@ironworks.comLinkedIn: http://www.linkedin.com/in/cmadalaUnder The Hood Blog: http://underthehood.ironworks.comGood Bad Technology: http://goodbadtechnology.blogspot.com
Editor's Notes
- The enterprise search capabilities built in to SharePoint provide an easy win for organizations seeking to achieve a quick return on their SharePoint investment. This technical deep dive will include a discussion of search configuration best practices, strategies for maximizing SharePoint’s capabilities, and simple customizations that can take your search experience to the next level
- Data can be crawled from SharePoint sites, file shares, folder structures or their CMS that users can not get to so easily SharePoint can search data in other sites as well
- Sites that are nearer to authoritative sites have more relevancy. Authoritative sites can be defined from CAPeople search results are more relevant if the person I am searching for is nearer to me in the hierarchy
- Linguistic Relevance includes spell checking, synonyms etc..
- You could be changing the look and feel of CQWPs in other places..
- Windows Server 2008 R2 provides a TIFF IFilter which can perform OCR on the TIFF images. To utilize this feature in SharePoint 2010 you only need to enable the feature in Windows and then make a small group policy update to the server.Able to find text in the compressed files but not in the uncompressed file.One thing to note… OCR is not 100% accurate and depends greatly on the quality of the TIFF image. Handwriting in a document will have a very low (or zero) recognition rate as will documents that have text on some colored backgrounds. Even with these limitations, enabling OCR for TIFF images can greatly increase the usability of scanned images in SharePoint.