SharePoint Search - SPSNYC 2014
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This document introduces the new SharePoint 2013 search service. It discusses the different editions of SharePoint that include search capabilities and the main components that make up the search architecture. It also covers search administration such as configuring the search topology and crawl schedules. Finally, it provides an overview of ways to customize search, such as developing custom content processing or using display templates to modify the user experience.
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SharePoint Search - SPSNYC 2014
- 1. SHAREPOINT SEARCH Introducing the new search service Brian Caauwe – Sr. Consultant July 26th, 2014
- 2. KEY TOPICS • Editions • Components • Administration • Customizations
- 3. WHO AM I? • Brian Caauwe • SharePoint Consultant & Speaker • Avtex Solutions (Minneapolis, MN) • Email: bcaauwe@avtex.com • Twitter: @bcaauwe • Blog: http://blog.avtex.com/author/bcaauwe • Unfortunate Sports Fan • Minnesota Twins • Minnesota Vikings • Technical Editor • Professional SharePoint 2013 Administration • Certifications • MCM: SharePoint Server 2010
- 4. THANK YOU EVENT SPONSORS • Please visit them and inquire about their products & services • To win prizes make sure to get your bingo card stamped by ALL sponsors
- 5. POLL • SharePoint Version • 2007 – WSS, MOSS • 2010 – SPF, Server, FAST • 2013 – SPF, Server • Work Roles • SharePoint Administrator • SharePoint Developer • Business User • Other
- 7. SEARCH EDITIONS • SharePoint Foundation 2013 • SharePoint Server 2013 • Standard • Enterprise • ALL editions now use the SAME search service • osearch15 • TechNet Reference: http://technet.microsoft.com/en-us/library/cb36484c-0e8f-480e-be88- 5daa8bf2d47d#bkmk_SearchfeaturesOnPrem
- 8. SEARCH EDITIONS SHAREPOINT FOUNDATION 2013 • Now uses enterprise search engine • Can now administer service • Content Sources • Crawl Schedule ��� etc • Limited scalability
- 9. SEARCH EDITIONS SHAREPOINT SERVER 2013 - STANDARD • Scalable components • People Search • Promoted Results • Customized Sorting • Graphical Refiners • Search Server web parts
- 10. SEARCH EDITIONS SHAREPOINT SERVER 2013 - ENTERPRISE • Content by Search web part • Entity Extraction • Content Processing Enrichment • Video Search • Item Recommendations
- 12. SEARCH COMPONENTS LOGICAL ARCHITECTURE Search Admin Crawl Links Analytics Reporting Crawl Content Processing Index Query Processing Administration Analytics Processing WFE Event Store
- 13. SEARCH COMPONENTS ADMINISTRATION COMPONENT Component • Monitors states of all other components • Managed Topology Changes • Finally scalable • Only one active at a time Database • Search Admin Database • Configuration data • Topology • Crawl, Query rules • Property Mappings • Content Sources, Crawl Schedules • Analytics Settings Administration
- 14. SEARCH COMPONENTS CRAWL COMPONENT Component • Performs the crawling • Invokes connectors / protocol handlers • SharePoint content • Business Applications • File Shares • More… • Delivers crawled items AND metadata to Content Processing Component • Communicates with ALL crawl databases Database(s) • Crawl Database • Crawl history • Information on crawled items • Scale out for each 20 million items crawled • Host distribution • 2010 Handled by Host URL • 2013 Handled by Content DB Crawl
- 15. SEARCH COMPONENTS CONTENT PROCESSING COMPONENT (CPC) Component • Handles document parsing and iFilters • Extracts data for Document Parsing and Property Mappings • Performs linguistic processing • Entity Extraction • Generates phonetic name variations (people search) • Sends items to the Index Component Database(s) • Link Database • Receives information about links and URLs from CPC • Stores unprocessed information for use in analytics • Information on search clicks • # of times people pick on results • Scale out for each 20 million items crawled • Scale out for each 100 million queries / year Content Processing
- 16. SEARCH COMPONENTS ANALYTICS PROCESSING COMPONENT (APC) Component • Performs Search Analytics • Pulls information from Links DB • Stores information for search reports • Performs Usage Analytics • Pulls information from event store • Generates recommendations, usage and statistics reports • Sends results to the content processing component to be pushed to the index Database(s) • Analytics Reporting Database • Results of usage analytics • Statistics information from the analyses • Scale out when size > 200 GB Analytics Processing
- 17. SEARCH COMPONENTS INDEX COMPONENT Component • Logical representation of an index replica • Mapped one-to-one to an index replica • Each partition holds one or more index replicas • Receives processed items from content processing component • Receives queries from query processing component and writes to index • Returns result sets to the query processing component On File index • Located ON SharePoint servers housing index component • Index update groups • Default (majority of managed properties) • Security (ACL managed property) • Link (managed properties related to link structure) • Usage (managed properties related to usage data) • People (managed properties related to people search) • Full-text index • Contains text from searchable managed properties • Multiple replicas / server supported after October 2013 CU Index
- 18. SEARCH COMPONENTS QUERY PROCESSING COMPONENT (QPC) Component • Analyses and processes queries • Decides which query rules are applicable • Submits query to index component • Determines which index partition to send query to • Performs pre processing • Receives result sets from index component • Performs post processing • Sends result set back to requestor • Performs linguistic processing at query time • Word breaking, stemming, spellchecking, thesaurus Query Processing
- 19. SEARCH COMPONENTS COMPONENT PARTNERS Name CPU Network Disk Memory Administration ● ● ● ● Crawl ●● ●●● ●● ●● Content Processing (CPC) ●●● ●● ●●● Analytics Processing (APC) ●● ●●● ●● ●● Index ●●● ●● ●●● ●●● Query Processing (QPC) ● ●● ●● The content of this slide is borrowed from Neil Hodgkinson (@nellymo) Query Processing Index Analytics Processing Content Processing CrawlAdministration
- 21. SEARCH ADMINISTRATION MAPPING TERMINOLOGY FROM 2010 TO 2013 2010 Term 2013 Term Scopes Result Source Federated Location Result Source Keyword Query Rule Best Bets Promoted Result Managed Property Schema > Managed Property Crawled Property Schema > Crawled Property Search Result Removal Crawl Log > URL View > Remove the item from the Index XSLT Display Templates N/A Result Types N/A Result Block N/A Continuous Crawl Host Distribution Rule N/A
- 22. SEARCH ADMINISTRATION SEARCH TOPOLOGY Central Administration • View topology • No more options… PowerShell • Manage the search service instances • Manage topology and components
- 23. SEARCH ADMINISTRATION SEARCH TOPOLOGY - POWERSHELL ## Get Service ## $svc = Get-SPEnterpriseSearchServiceInstance -Identity “servername” ## Start Service ## Start-SPEnterpriseSearchServiceInstance -Identity $svc ## Get Search Service Application ## $ssa = Get-SPEnterpriseSearchServiceApplication ## Get Active Topology ## $activeTop = Get-SPEnterpriseSearchTopology -SearchApplication $ssa -Active ## Clone Topology ## $clone = New-SPEnterpriseSearchTopology -SearchApplication $ssa -SearchTopology $activeTop -Clone
- 24. SEARCH ADMINISTRATION SEARCH TOPOLOGY - POWERSHELL ## New Administration Component ## $adminComp = New-SPEnterpriseSearchAdminComponent -SearchTopology $clone -SearchServiceInstance $svc ## New Analytics Processing Component ## $apc = New-SPEnterpriseSearchAnalyticsProcessingComponent -SearchTopology $clone -SearchServiceInstance $svc ## New Crawl Component ## $crawlComp = New-SPEnterpriseSearchCrawlComponent -SearchTopology $clone -SearchServiceInstance $svc ## New Content Processing Component ## $cpc = New-SPEnterpriseSearchContentProcessingComponent -SearchTopology $clone -SearchServiceInstance $svc
- 25. SEARCH ADMINISTRATION SEARCH TOPOLOGY - POWERSHELL ## New Query Processing Component ## $qpc = New-SPEnterpriseSearchQueryProcessingComponent -SearchTopology $clone -SearchServiceInstance $svc ## New Index Partition / Replica ## $idx = New-SPEnterpriseSearchIndexComponent -SearchTopology $clone -SearchServiceInstance $svc -IndexPartition 0 –RootDirectory “D:SPSearchIndex” ## Activate New Topology ## $clone.Activate() ## OR ## Set-SPEnterpriseSearchTopology –Identity $clone
- 26. SEARCH ADMINISTRATION SEARCH TOPOLOGY Topology Recap • Ensure service is “online” before using in search topology • To clone topology, use New-SPEnterpriseSearchTopology -Clone • Otherwise you won’t have component ID’s • Index Component • When specifying a root directory, it MUST exist but be empty • Also if referencing remote server, the Cmdlet checks local server • Always specify a partition, otherwise it chooses 0 • When adding a new partition, it must have the same number of replicas as existing partitions • After adding a new partition, the index WILL be repartitioned … amount of time it takes depends on index size • You can ADD a partition, but not DELETE • Clean up old topologies / components
- 27. SEARCH ADMINISTRATION FARM ADMINISTRATION Diagnostics • Crawl Logs • Only way to directly remove item from index • Search Reports • Crawl Health • Query Health • Usage Reports
- 28. SEARCH ADMINISTRATION FARM ADMINISTRATION Crawling • Content Sources • Crawl Schedules • Continuous OR Incremental crawl • Full crawl • Crawl Rules • Server Name Mappings • File Types • Index Reset • Pause / Resume • Crawler Impact Rules
- 29. SEARCH ADMINISTRATION FARM ADMINISTRATION Queries and Results • Authoritative Pages • Result Sources • Query Rules • Query Client Types • Search Schema • Query Suggestions • Enabled / Disabled • Always / Never Suggest • Import AND Export • Search Dictionaries (Term Store Management) • Company Exclusion / Inclusion • Query Spelling Exclusion / Inclusion • Search Result Removal
- 30. SEARCH ADMINISTRATION FARM ADMINISTRATION Search Schema (Managed / Crawled Properties) • Searchable • Advanced Searchable Settings • Full-text index • Weight group • Queryable • Retrievable • Allow Multiple Values • Refinable • Sortable • Safe for Anonymous • Alias • Token Normalization • Complete Matching • Company Name Extraction • Custom Entity Extraction
- 31. SEARCH ADMINISTRATION FARM ADMINISTRATION - POWERSHELL ONLY ## Result Types ## $owner = Get-SPEnterpriseSearchOwner -Level Ssa $word = Get-SPEnterpriseSearchResultItemType –SearchApplication $ssa –Owner $owner | ?{$_.Name –eq “Microsoft Word”} $pdf = Get-SPEnterpriseSearchResultItemType –SearchApplication $ssa –Owner $owner | ?{$_.Name –eq “PDF”} $wordPDF = New-SPEnterpriseSearchResultItemType -SearchApplication $ssa -Name “WordPDF” –Owner $owner – ExistingResultItemType $pdf –ExistingResultItemTypeOwner $owner Set-SPEnterpriseSearchResultItemType –Identity $wordPDF –SearchApplication $ssa –owner $owner – RulePriority 1 –DisplayTemplateUrl $word.DisplayTemplateUrl ## Thesaurus ## Import-SPEnterpriseSearchThesaurus -SearchApplication $ssa -FileName “serversharethesaurus.csv”
- 32. SEARCH ADMINISTRATION SITE ADMINISTRATION Result Types • Map results to display templates Consumes farm settings, but allows site independent settings • Result Sources • Query Rules • Search Schema • Map Existing Managed Properties to Crawled Properties • New Managed Properties - Types: Text or Yes/No • Cannot make Sortable, Refinable, Multiple Values
- 33. SEARCH ADMINISTRATION SITE ADMINISTRATION Search Settings • Search Center URL • Search Navigation Searchable Columns • Exclude site columns from indexing List Settings • Can flag a list to force re-index
- 35. SEARCH CUSTOMIZATIONS CRAWL COMPONENT Custom Connectors • Really means BCS • LOBSystemInstance needs ShowInSearchUI to show in Central Admin for content source • DisplayUriField set on method otherwise URL’s in search will start with bdc3:// • LastModifiedTimeStampField set and ChangedIdEnumerator and DeletedIdEnumerator implemented if you want incremental crawls MSDN Reference: http://msdn.microsoft.com/en-us/library/gg294165.aspx Crawl
- 36. SEARCH CUSTOMIZATIONS CONTENT PROCESSING COMPONENT (CPC) Content Enrichment Web Service • Web service call outside of SharePoint to: • Clean data • Remove from index • Augment properties • Configurations • Trigger Expression • Input Managed Properties • Output Managed Properties • Failure Mode • Debug Mode MSDN Reference: http://msdn.microsoft.com/en-us/library/jj163968.aspx Content Processing
- 37. SEARCH CUSTOMIZATIONS CONTENT PROCESSING COMPONENT (CPC) Content Enrichment Web Service • Registering the service in PowerShell $ssa = Get-SPEnterpriseSearchServiceApplication $cewsConfig = New-SPEnterpriseSearchContentEnrichmentConfiguration $cewsConfig.Endpoint = “http://externalserver/cews.svc” $cewsConfig.InputProperties = “Title”, “Company” $cewsConfig.OutputProperties = “Title”, “Company”, “Prop3” $cewsConfig.Trigger = ‘Contains(Company, “CoName”)’ $cewsConfig.FailureMode = “Error” $cewsConfig.DebugMode = $false Set-SPEnterpriseSearchContentEnrichmentConfiguration -SearchApplication $ssa - ContentEnrichmentConfiguration $cewsConfig Content Processing
- 38. SEARCH CUSTOMIZATIONS CONTENT PROCESSING COMPONENT (CPC) Custom Entity Extraction • Different Extraction types • Word Extraction • 5 Dictionaries • Microsoft.UserDictionaries.EntityExtraction.Custom.Word.n • Word Part Extraction • 5 Dictionaries • Microsoft.UserDictionaries.EntityExtraction.Custom.WordPart.n • Word Exact Extraction • One Dictionary • Microsoft.UserDictionaries.EntityExtraction.Custom.ExactWord.1 • Word Part Exact Extraction • One Dictionary • Microsoft.UserDictionaries.EntityExtraction.Custom.ExactWordPart.1 TechNet Reference: http://technet.microsoft.com/en-us/library/jj219480.aspx Content Processing
- 39. SEARCH CUSTOMIZATIONS CONTENT PROCESSING COMPONENT (CPC) ## Entity Extraction ## Import-SPEnterpriseSearchCustomExtractionDictionary -SearchApplication $ssa –DictionaryName Microsoft.UserDictionaries.EntityExtraction.Custom.Word.1 –FileName “serversharedictionary.csv” Custom Entity Extraction • Sample File • Import through PowerShell Content Processing
- 40. SEARCH CUSTOMIZATIONS CONTENT PROCESSING COMPONENT (CPC) Custom Entity Extraction • Map in Central Administration Content Processing
- 41. SEARCH CUSTOMIZATIONS QUERY PROCESSING COMPONENT (QPC) Ranking Models • Customize ranking based on YOUR logic • VERY complex… a LOT of math Registered in PowerShell MSDN Reference: http://msdn.microsoft.com/en-us/library/sharepoint/dn169052.aspx $ssa = Get-SPEnterpriseSearchServiceApplication $owner = Get-SPEnterpriseSearchOwner -Level Ssa $customModel = [string](Get-Content .CustomModel.xml) $newModel = New-SPEnterpriseSearchRankingModel –SearchApplication $ssa –Owner $owner –RankingModelXML $customModel Query Processing
- 42. SEARCH CUSTOMIZATIONS QUERY PROCESSING COMPONENT (QPC) Security Trimming • Pre • Augments claims • Processed BEFORE index lookup • Accurate refiner counts • Post • Secondary security checkpoint • Processed AFTER index lookup • Negatively effects refiner counts Needs to be deployed to GAC Registered in PowerShell MSDN Reference: http://msdn.microsoft.com/en-us/library/sharepoint/ee819930.aspx $ssa = Get-SPEnterpriseSearchServiceApplication New-SPEnterpriseSearchSecurityTrimmer -ID “1” -SearchApplication $ssa -TypeName “<strong typed assembly>” Query Processing
- 43. UX SEARCH CUSTOMIZATIONS USER EXPERIENCE Display Templates • New way to change search results • Good by XSLT • Get used to JavaScript • Available through Design Manager • Live in Master Page Gallery • Separate folders for Content by Search and Core Search • .HTML file • .JS file (DO NOT TOUCH) MSDN Reference: http://msdn.microsoft.com/en-us/library/jj945138.aspx
- 44. UX SEARCH CUSTOMIZATIONS USER EXPERIENCE Display Templates • Samples • Announcements • Pages • Documents
- 45. UX SEARCH CUSTOMIZATIONS USER EXPERIENCE Search Web Parts • Search Results • Query Builder • Auto Refine • Sorting • Query Rules • Inline testing • Content by Search • Search Results Web Part settings plus • Term Navigation • Tuned for use out of search center
- 46. SESSION SUMMARY • Editions • Components • Administration • Customizations
- 47. HOW TO CONTACT ME • Brian Caauwe • SharePoint Consultant & Speaker • Email: bcaauwe@avtex.com • Twitter: @bcaauwe • Blog: http://blog.avtex.com/author/bcaauwe
- 48. REFERENCES SharePoint 2013 training for IT pros • http://technet.microsoft.com/en-US/sharepoint/fp123606 Search Edition Features • http://technet.microsoft.com/en-us/library/cb36484c-0e8f-480e-be88- 5daa8bf2d47d#bkmk_SearchfeaturesOnPrem BCS Connector • http://msdn.microsoft.com/en-us/library/gg294165.aspx Content Enrichment Web Service • http://msdn.Microsoft.com/en-us/library/jjl63968.aspx
- 49. REFERENCES Custom Entity Extraction • http://technet.microsoft.com/en-us/library/jj219480.aspx Ranking Models • http://msdn.microsoft.com/en-us/library/sharepoint/dn169052.aspx Security Trimming • http://msdn.microsoft.com/en-us/library/sharepoint/ee819930.aspx Display Templates • http://msdn.microsoft.com/en-us/library/jj945138.aspx