SharePoint 2010 Search - Part 1

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THE EXPERT’S VOICE ® IN SHAREPOINT 2010

Pro

SharePoint 2010 Search Move your company ahead with SharePoint 2010 search

Josh Noble, Robert Piddocke, and Dan Bakmand-Mikalski

Download from Wow! eBook <www.wowebook.com>

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For your convenience Apress has placed some of the front matter material after the index. Please use the Bookmarks and Contents at a Glance links to access them.

Contents at a Glance !BOUT THE !UTHORS XVI !BOUT THE 4ECHNICAL 2EVIEWER XVII !CKNOWLEDGMENTS XVIII )NTRODUCTION XX â&#x2013; #HAPTER /VERVIEW OF 3HARE0OINT 3EARCH â&#x2013; #HAPTER 0LANNING 9OUR 3EARCH $EPLOYMENT â&#x2013; #HAPTER 3ETTING 5P THE #RAWLER â&#x2013; #HAPTER $EPLOYING THE 3EARCH #ENTER â&#x2013; #HAPTER 4HE 3EARCH 5SER )NTERFACE â&#x2013; #HAPTER #ONFIGURING 3EARCH 3ETTINGS AND THE 5SER )NTERFACE â&#x2013; #HAPTER 7ORKING WITH 3EARCH 0AGE ,AYOUTS â&#x2013; #HAPTER 3EARCHING 4HROUGH THE !0) â&#x2013; #HAPTER "USINESS #ONNECTIVITY 3ERVICES â&#x2013; #HAPTER 2ELEVANCY AND 2EPORTING â&#x2013; #HAPTER 3EARCH %XTENSIONS )NDEX

III

Introduction 7HY )S 4HIS "OOK 5SEFUL 4HIS BOOK HAS BEEN WRITTEN TO ADDRESS WHAT NO OTHER SINGLE RESOURCE HAS BEEN DEDICATED TO TACKLE SEARCH IN 3HARE0OINT 303 7HILE THERE ARE OTHER BOOKS THAT SPEND A BRIEF CHAPTER TO TOUCH ON SEARCH IN 3HARE0OINT SCATTERED INFORMATION IN -ICROSOFT DOCUMENTATION AND ON BLOGS AND 3HARE0OINT SEARCH BOOKS THAT ACTUALLY FOCUS MORE ON &!34 3EARCH 3ERVER FOR 3HARE0OINT THAN 3HARE0OINT S OWN SEARCH CAPABILITIES AT THE TIME OF THIS BOOK S PUBLICATION THERE ARE NO OTHER BOOKS DEVOTED EXPLICITLY TO THE SEARCH OFFERING INCLUDED IN 3HARE0OINT 'ENERAL 3HARE0OINT RESOURCES MAY SPEND PAGES SUMMARIZING THE -ICROSOFT DOCUMENTATION ON SEARCH BUT THEY CANNOT DO MORE THAN SCRATCH THE SURFACE IN SUCH AN ABBREVIATED SPACE /THER SEARCH FOCUSED BOOKS EXPLAIN THE THEORETICAL CONCEPTS OF ENTERPRISE SEARCH OR JUMP HEAVILY INTO -ICROSOFT S NEW PRODUCT &!34 3EARCH 3ERVER FOR 3HARE0OINT 4HIS BOOK

BY CONTRAST IS BENEFICIAL TO ALL DEPLOYMENTS OF 3HARE0OINT 4HE INFORMATION PRESENTED THROUGHOUT IS APPLICABLE TO STANDARD AND ENTERPRISE EDITIONS OF THE PLATFORM $UE TO THE GREAT AMOUNT OF OVERLAP IT IS ALSO WIDELY USEFUL FOR DEPLOYMENTS OF 3EARCH 3ERVER AND 3EARCH 3ERVER %XPRESS 7HILE THERE ARE MANY TECHNICAL RESOURCES ABOUT 3HARE0OINT AVAILABLE THAT WERE PRODUCED WITH -ICROSOFT OVERSIGHT THIS IS NOT ONE OF THEM !S A RESULT THIS BOOK IS ABLE TO DIVE INTO THE HARD TO FIND DETAILS ABOUT SEARCH IN 3HARE0OINT THAT ARE NOT WIDELY EXPOSED 7E HOPE THIS BOOK WILL HELP TEACH YOU HOW TO DO WHAT CONSULTANTS CHARGE A FORTUNE TO DO AND HELP YOU UNDERSTAND THE BEST WAY TO DO IT 7E SHARE OUR YEARS OF EXPERIENCE MAXIMIZING 3HARE0OINT AND OTHER ENTERPRISE SEARCH ENGINES 7E NOT ONLY TAKE A LOOK INSIDE THE MACHINE AND SHOW YOU THE GEARS BUT ALSO EXPLAIN HOW THEY WORK TEACH YOU HOW TO FIX THE PROBLEM COGS AND HELP YOU ADD EFFICIENCY UPGRADES 4HIS BOOK IS AN END TO END GUIDE COVERING THE BREADTH OF TOPICS FROM PLANNING TO CUSTOM DEVELOPMENT ON 303 )T IS USEFUL FOR READERS OF ALL SKILLSETS THAT WANT TO LEARN MORE ABOUT THE SEARCH ENGINE INCLUDED IN 3HARE0OINT !FTER READING THIS BOOK YOU WILL BE ABLE TO DESIGN DEPLOY AND CUSTOMIZE A 3HARE0OINT 3EARCH DEPLOYMENT AND MAXIMIZE THE PLATFORM S POTENTIAL FOR YOUR ORGANIZATION

7HO )S 4HIS "OOK 7RITTEN FOR 1UITE A BIT OF ENERGY WAS PUT INTO INSURING THIS BOOK IS USEFUL FOR EVERYONE WITH AN INTEREST IN 3HARE0OINT 3EARCH )T WAS PURPOSEFULLY WRITTEN BY A 3HARE0OINT DEVELOPER A 3HARE0OINT ADMINISTRATOR AND A BUSINESS CONSULTANT SO THAT EACH COULD CONTRIBUTE IN HIS RESPECTIVE AREAS OF EXPERTISE 4HE CHAPTERS HAVE BEEN DESIGNED TO EVENLY CATER TO THREE PRIMARY READERS USERS ADMINISTRATORS AND DEVELOPERS 7E RECOGNIZE THAT MOST READERS WILL NOT UTILIZE THIS BOOK COVER TO COVER 4O MAKE IT MORE USEFUL FOR THE VARYING AREAS OF INTEREST FOR READER GROUPS INSTEAD OF MESHING TOPICS FOR VARIOUS GROUPS INTO EACH CHAPTER WE HAVE DESIGNED THE CHAPTERS TO PRIMARILY TOUCH ON TOPICS FOR ONE READER GROUP &OR EXAMPLE

#HAPTER WAS WRITTEN TO TEACH USERS ABOUT USING THE SEARCH USER INTERFACE #HAPTER STICKS TO THE ADMINISTRATOR TOPIC OF UTILIZING FARM ANALYTICS TO IMPROVE SEARCH RELEVANCY AND #HAPTER TEACHES

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DEVELOPERS HOW TO BUILD CUSTOM CONNECTORS FOR THE "#3 .O MATTER YOUR LEVEL OF EXPERTISE THERE ARE TOPICS IN THIS BOOK FOR ANYONE WITH AN INTEREST IN GETTING THE MOST OUT OF SEARCH IN 3HARE0OINT 4HE FOLLOWING ARE SOME OF THE KEY TOPICS THROUGHOUT THE BOOK THAT WILL BE USEFUL FOR READERS WITH VARIOUS NEEDS

4OPICS FOR 5SERS v

#OMPONENTS OF THE SEARCH INTERFACE #HAPTER PROVIDES A THOROUGH WALKTHROUGH OF THE VARIOUS COMPONENTS OF THE SEARCH INTERFACE INCLUDING THE LOCATIONS OF FEATURES AND HOW THEY WORK

v

3ETTING ALERTS #HAPTER EXPLAINS ALERTS AND PROVIDES A GUIDE ON HOW TO USE AND SET THEM

v

1UERY SYNTAX #HAPTER PROVIDES A FULL GUIDE TO THE SEARCH SYNTAX WHICH CAN BE USED IN QUERY BOXES THROUGHOUT 3HARE0OINT TO EXPAND OR REFINE SEARCHES

v

5SING THE !DVANCED 3EARCH PAGE #HAPTER OUTLINES THE !DVANCED 3EARCH PAGE AND HOW IT CAN BE USED TO EXPAND AND SCOPE QUERIES

v

5SING PEOPLE SEARCH #HAPTER TEACHES THE COMPONENTS OF THE PEOPLE SEARCH CENTER AND HOW TO USE THE PEOPLE SEARCH CENTER

v

5SING THE 0REFERENCES PAGE #HAPTER EXPLAINS WHEN THE 0REFERENCES PAGE SHOULD BE USED AND HOW TO USE IT

4OPICS FOR !DMINISTRATORS v

-ANAGING THE INDEX ENGINE #HAPTER GOES INTO DETAIL ON SETTING UP THE CRAWLER FOR VARIOUS CONTENT SOURCES TROUBLESHOOTING CRAWL ERRORS AND USING I&ILTERS

v

$EPLOYING SEARCH CENTERS #HAPTER EXPLAINS THE TECHNIQUES AND CONSIDERATIONS FOR DEPLOYING SEARCH CENTERS

v

#ONFIGURING THE SEARCH USER INTERFACE #HAPTER BUILDS ON #HAPTER BY PROVIDING A DETAILED WALKTHROUGH ON CONFIGURING SEARCH 7EB 0ARTS SEARCH CENTERS AND SEARCH RELATED FEATURES

v

3ETTING UP ANALYTICS AND MAKING USE OF ANALYTICAL DATA #HAPTER FOCUSES ON THE SETUP OF 3HARE0OINT REPORTING AND USING THE DATA TO IMPROVE BUSINESS PROCESSES AND RELEVANCY

v

4UNING SEARCH RESULT RELEVANCY #HAPTER PROVIDES DETAILED INSTRUCTION REGARDING HOW TO IMPROVE SEARCH RESULT RELEVANCY BY USING FEATURES SUCH AS AUTHORITIVE PAGES SYNONYMS STOP WORDS THE THESAURUS CUSTOM DICTIONARIES RATINGS

KEYWORDS AND BEST BETS

v

-ANAGING METADATA #HAPTER DIVES INTO THE USES OF METADATA IN 303 3EARCH HOW TO SET UP METADATA AND HOW TO USE IT TO IMPROVE RELEVANCY OF SEARCH RESULTS

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#REATING CUSTOM RANKING MODELS #HAPTER ENDS BY COVERING THE ADVANCED TOPIC OF UTILIZING 0OWER3HELL TO CREATE AND DEPLOY CUSTOM RELEVANCY RANKING MODELS

v

%NHANCING SEARCH WITH THIRD PARTY TOOLS #HAPTER DISCUSSES COMMERCIAL THIRD PARTY TOOLS THAT ENHANCE SEARCH BEYOND FUNCTIONALITY AVAILABLE WITH LIGHT CUSTOM DEVELOPMENT

4OPICS FOR $EVELOPERS v

!DDING CUSTOM CATEGORIES TO THE REFINEMENT PANEL 7EB 0ART #HAPTER DISCUSSES THE MOST ESSENTIAL SEARCH 7EB 0ART CUSTOMIZATIONS INCLUDING HOW TO ADD NEW REFINEMENT CATEGORIES TO THE REFINEMENT PANEL 7EB 0ART

v

$ESIGNING CUSTOM SEARCH LAYOUTS #HAPTER COVERS SUBJECTS NECESSARY TO DESIGN A SEARCH INTERFACE WITH A CUSTOM LOOK AND FEEL 4OPICS NECESSARY FOR THIS INCLUDE MANIPULATION OF MASTER PAGES #33 AND 83,4S

v

-ODIFYING THE SEARCH RESULT PRESENTATION #HAPTER PROVIDES INSTRUCTION FOR CHANGING RESULT CLICK ACTIONS AND EDITING THE INFORMATION RETURNED FOR EACH SEARCH RESULT WITH 83, MODIFICATIONS

v

)MPROVING NAVIGATION IN SEARCH CENTERS #HAPTER GIVES DETAILED INSTRUCTION FOR ADDING SITE NAVIGATION TO THE SEARCH INTERFACE WHICH IS DISABLED BY DEFAULT

v

!DVANCED CUSTOMIZATION OF THE REFINEMENT PANEL 7EB 0ART #HAPTER PROVIDES INSTRUCTION FOR ADVANCED CUSTOMIZATION OF THE REFINEMENT PANEL 7EB 0ART

v

#REATING CUSTOM SEARCH ENABLED APPLICATIONS #HAPTER COVERS TOPICS SUCH AS THE SEARCH !0) AND BUILDING CUSTOM 7EB 0ARTS WITH 6ISUAL 3TUDIO

v

#REATING "USINESS #ONNECTIVITY 3ERVICES COMPONENTS #HAPTER EXCLUSIVELY COVERS END TO END TOPICS ON CONNECTING TO EXTERNAL CONTENT SOURCES THROUGH THE "USINESS #ONNECTIVITY 3ERVICES "#3

7HAT 4OPICS !RE $ISCUSSED 4HIS BOOK COVERS THE END TO END SUBJECT OF SEARCH IN 3HARE0OINT 7E START WITH A BRIEF BACKGROUND ON THE AVAILABLE -ICROSOFT SEARCH PRODUCTS AND FOLLOW WITH KEY TERMS AND A BASIC OVERVIEW OF 303 3EARCH 4HE BOOK THEN GUIDES READERS THROUGH THE FULL RANGE OF TOPICS SURROUNDING 3HARE0OINT SEARCH 7E START WITH ARCHITECTURE PLANNING AND MOVE THROUGH BACK END SETUP AND DEPLOYMENT OF THE SEARCH CENTER 7E THEN JUMP INTO AN OVERVIEW OF THE KEY USER SIDE FEATURES OF SEARCH FOLLOWED BY HOW TO CONFIGURE THEM -ORE ADVANCED TOPICS ARE THEN INTRODUCED SUCH AS CUSTOM DEVELOPMENT ON THE USER INTERFACE LEVERAGING THE "#3 TO CONNECT TO ADDITIONAL CONTENT SOURCES AND HOW TO USE SEARCH ANALYTICS TO IMPROVE RELEVANCY 4HE BOOK IS CAPPED OFF WITH A CHAPTER ON HOW IMPROVE SEARCH BEYOND THE LIMITATIONS OF THE BASE PLATFORM 7HILE THIS PROVIDES A GENERAL OVERVIEW OF THE PATH OF THE BOOK EACH CHAPTER CONTAINS SEVERAL KEY TOPICS THAT WE HAVE FOUND TO BE IMPORTANT TO FULLY UNDERSTAND 3HARE0OINT 3EARCH FROM THE INDEX TO THE USER EXPERIENCE 4HESE ARE THE KEY CONCEPTS LEARNED IN EACH CHAPTER

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#HAPTER /VERVIEW OF 3HARE0OINT 3EARCH 4HIS CHAPTER INTRODUCES READERS TO SEARCH IN 3HARE0OINT )T PROVIDES AN OVERVIEW OF THE VARIOUS -ICROSOFT SEARCH PRODUCTS CURRENTLY OFFERED AND THEIR RELATION TO EACH OTHER AS WELL AS THIS BOOK ! BRIEF HISTORY OF 3HARE0OINT IS GIVEN TO EXPLAIN DEVELOPMENTS OVER THE LAST DECADE 4HE CHAPTER LAYS THE GROUNDWORK OF KEY TERMS THAT ARE VITAL TO UNDERSTANDING SEARCH IN BOTH 3HARE0OINT AND OTHER SEARCH ENGINES )T EXPLAINS THE HIGH LEVEL ARCHITECTURE AND KEY COMPONENTS OF SEARCH IN 303 )T ALSO PROVIDES A GUIDE FOR TOPICS THROUGHOUT THE BOOK THAT WILL BE USEFUL FOR VARIOUS READERS

#HAPTER 0LANNING 9OUR 3EARCH $EPLOYMENT 4HIS CHAPTER PROVIDES FURTHER DETAILS OF THE CORE COMPONENTS OF 3HARE0OINT 3EARCH AND ISSUES THAT SHOULD BE TAKEN INTO ACCOUNT WHEN PLANNING A DEPLOYMENT %ACH COMPONENT OF SEARCH AND ITS UNIQUE ROLE ARE EXPLAINED AT FURTHER LENGTH 4HE FUNCTION OF SEARCH COMPONENTS AS INDEPENDENT UNITS AND A COLLECTIVE SUITE IS ADDRESSED (ARDWARE AND SOFTWARE REQUIREMENTS ARE OUTLINED AND KEY SUGGESTIONS FROM THE AUTHORS EXPERIENCE ARE GIVEN 3CALING BEST PRACTICES ARE PROVIDED TO HELP ESTIMATE STORAGE REQUIREMENTS IDENTIFY FACTORS THAT WILL AFFECT QUERY AND CRAWL TIMES AND IMPROVE OVERALL SEARCH PERFORMANCE 2EDUNDANCY BEST PRACTICES ARE ALSO DISCUSSED TO ASSIST IN PLANNING FOR AVAILABILITY AND AVOIDING DOWNTIME

#HAPTER 3ETTING 5P THE #RAWLER 4HIS CHAPTER DIVES INTO SETUP OF THE INDEX ENGINE AND CONTENT SOURCES )T PROVIDES STEP BY STEP INSTRUCTIONS ON ADDING OR REMOVING CONTENT SOURCES TO BE CRAWLED AS WELL AS SETTINGS SPECIFIC FOR THOSE SOURCES )T COVERS HOW TO IMPORT USER PROFILES FROM !CTIVE $IRECTORY AND ,$!0 SERVERS AND INDEX THOSE PROFILES INTO THE SEARCH DATABASE #RAWLING AND CRAWL RULES ARE ADDRESSED AND GUIDANCE ON COMMON PROBLEMS INCLUDING TROUBLESHOOTING SUGGESTIONS IS GIVEN 4HE CHAPTER ALSO EXPLAINS HOW CRAWL RULES CAN BE APPLIED TO MODIFY THE CONNECTION CREDENTIALS WITH CONTENT SOURCES &INALLY THE CHAPTER EXPLAINS THE SETUP OF I&ILTERS TO INDEX FILE TYPES NOT SUPPORTED OUT OF THE BOX BY 3HARE0OINT

#HAPTER $EPLOYING THE 3EARCH #ENTER 4HIS BRIEF CHAPTER PROVIDES STEP BY STEP INSTRUCTIONS ON DEPLOYING 3HARE0OINT SEARCH CENTERS )T EXPLAINS SEARCH SITE TEMPLATES AND THE DIFFERENCE BETWEEN THE TWO OPTIONS AVAILABLE IN BASIC 303 ! GUIDE ON REDIRECTING THE SEARCH BOX TO A SEARCH CENTER IS GIVEN AS WELL AS NOTES ON HOW TO INTEGRATE SEARCH 7EB 0ARTS INTO SITES OTHER THAN THE SEARCH CENTER TEMPLATES

#HAPTER 4HE 3EARCH 5SER )NTERFACE 4HIS CHAPTER IS AN END TO END WALKTHROUGH OF THE SEARCH USER INTERFACE IN 303 ! WIDE RANGE OF TOPICS IS DISCUSSED TO PROVIDE A COMPREHENSIVE USER GUIDE TO SEARCH )T EXPLAINS HOW TO USE THE QUERY BOX AND SEARCH CENTER TO FIND ITEMS IN 3HARE0OINT )T EXPLAINS THE DIFFERENT FEATURES OF 3HARE0OINT SEARCH THAT ARE ACCESSIBLE TO USERS BY DEFAULT SUCH AS THE REFINEMENT PANEL ALERTS AND SCOPES ! FULL GUIDE ON SEARCH SYNTAX IS GIVEN FOR ADVANCED USERS AND A GUIDE OF THE PEOPLE SEARCH CENTER IS PROVIDED FOR DEPLOYMENTS UTILIZING THE FUNCTIONALITY

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#HAPTER #ONFIGURING 3EARCH 3ETTINGS AND THE 5SER )NTERFACE 4HIS CHAPTER EXPANDS ON #HAPTER BY DIVING INTO CONFIGURATION OF THE SEARCH USER INTERFACE )T PROVIDES ADVICE ON HOW TO ACCOMPLISH TYPICAL TASKS FOR CONFIGURING THE SEARCH USER EXPERIENCE IN 303 4HE FIRST PART OF THE CHAPTER EXPLAINS THE COMMON SEARCH 7EB 0ARTS AND THEIR MOST NOTEWORTHY SETTINGS 4HE FOLLOWING PARTS OF THE CHAPTER FOCUS ON UNDERSTANDING CONCEPTS SUCH AS STEMMERS WORD BREAKERS AND PHONETIC SEARCH 4HE CHAPTER PROVIDES DETAILS ON CONFIGURING GENERAL SEARCH RELATED SETTINGS SUCH AS SCOPES KEYWORDS SEARCH SUGGESTIONS REFINERS AND FEDERATED LOCATIONS )NFORMATION ON ADMINISTRATIVE TOPICS RELATED TO USER SETTINGS SUCH AS SEARCH ALERTS AND USER PREFERENCES IS ALSO DESCRIBED IN DETAIL

#HAPTER 7ORKING WITH 3EARCH 0AGE ,AYOUTS 4HIS CHAPTER IS THE FIRST OF TWO THAT FOCUS ON ADVANCED DEVELOPER TOPICS RELATED TO SEARCH )T EXPLAINS BEST PRACTICES FOR DESIGN AND APPLICATION OF CUSTOM BRANDED LAYOUTS TO THE SEARCH EXPERIENCE 4OPICS SUCH AS MANIPULATION OF THE #33 83,4S AND MASTER PAGES ARE ALL SPECIFICALLY ADDRESSED ! DETAILED DISCUSSION OF IMPROVING NAVIGATION WITHIN THE SEARCH CENTER IS ALSO PROVIDED 4HE CHAPTER CONTINUES WITH GUIDANCE ON MANIPULATING THE PRESENTATION OF PROPERTIES AND CLICK ACTION OF SEARCH RESULTS )T ENDS WITH INSTRUCTION FOR ADVANCED CUSTOMIZATION OF THE REFINEMENT PANEL 7EB 0ART

#HAPTER 3EARCHING THROUGH THE !0) 4HIS IS THE SECOND OF TWO CHAPTERS THAT FOCUS ON ADVANCED DEVELOPER TOPICS RELATED TO SEARCH )T DELIVERS THE FUNDAMENTALS OF THE SEARCH APPLICATION PROGRAMMING INTERFACES !0)S IN 3HARE0OINT !

THOROUGH RE INTRODUCTION TO THE QUERY EXPRESSION IS PRESENTED FROM A DEVELOPMENT PERSPECTIVE AND GUIDANCE IS PROVIDED ON HOW TO ORGANIZE THE QUERY EXPRESSION TO GET THE DESIRED RESULTS 4HE CHAPTER ALSO CONTAINS AN EXAMPLE OF HOW TO CREATE A CUSTOM SEARCH ENABLED APPLICATION PAGE USING 6ISUAL 3TUDIO

#HAPTER "USINESS #ONNECTIVITY 3ERVICES 4HIS CHAPTER IS AN END TO END GUIDE FOR DEVELOPERS ON THE 3HARE0OINT "USINESS #ONNECTIVITY 3ERVICES "#3 WITH A SPECIAL FOCUS ON THE SEARCH RELATED TOPICS )T EXPLAINS THE ARCHITECTURE OF THIS SERVICE AND HOW IT INTEGRATES BOTH WITHIN AND OUTSIDE 3HARE0OINT ! GUIDE IS GIVEN ON HOW TO CREATE "#3 SOLUTIONS AND PROTOCOL HANDLERS INCLUDING A FULL STEP BY STEP EXAMPLE 3PECIFIC EXAMPLES ARE ALSO PROVIDED OF HOW TO USE 3HARE0OINT $ESIGNER TO CREATE DECLARATIVE SOLUTIONS AND 6ISUAL 3TUDIO TO CREATE CUSTOM CONTENT TYPES USING #

#HAPTER 2ELEVANCY AND 2EPORTING 4HIS CHAPTER IS A GUIDE FOR THE USER OF 3HARE0OINT ANALYTICS AND APPLICATIONS TO IMPROVE SEARCH RELEVANCY )T TEACHES READERS HOW TO VIEW AND UNDERSTAND 3HARE0OINT SEARCH REPORTING AND APPLY WHAT IT EXPOSES TO ENHANCE THE SEARCH EXPERIENCE ! GUIDE TO THE BASICS OF SEARCH RANKING AND RELEVANCY IS PROVIDED 4HE KEY SETTINGS THAT CAN BE APPLIED TO MANIPULATE ITEMS TO RISE OR FALL IN SEARCH RESULTS ARE EXPLAINED 2EPORTING AND ITS ABILITY TO EXPOSE THE SUCCESSES AND FAILURES OF THE SEARCH ENGINE ARE EXPLAINED ALONG WITH TECHNIQUES THAT CAN BE APPLIED TO MODIFY THE WAY THE SEARCH ENGINE BEHAVES ! GUIDE TO UTILIZING THE 3HARE0OINT THESAURUS TO CREATE SYNONYMS FOR SEARCH TERMS IS ALSO PROVIDED 4HE CHAPTER ENDS WITH ADVANCED INSTRUCTIONS FOR UTILIZING 0OWER3HELL TO CREATE AND DEPLOY CUSTOM RANKING MODELS

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#HAPTER 3EARCH %XTENSIONS 4HIS CHAPTER EXPLAINS THE LIMITATIONS OF 3HARE0OINT AND VARIOUS OPTIONS FOR ADDING FUNCTIONALITY TO THE PLATFORM BEYOND CUSTOM DEVELOPMENT )T IS THE ONLY CHAPTER THAT EXPLORES TOPICS BEYOND THE CAPABILITIES OF THE BASE PLATFORM )T EXPLORES THE BUSINESS NEEDS THAT MAY REQUIRE ADD ON SOFTWARE AND REVIEWS VENDORS WITH COMMERCIAL SOFTWARE SOLUTIONS )T TAKES A LOOK INTO FREE ADD ON SOLUTIONS THROUGH OPEN SOURCE PROJECT COMMUNITIES AND PROVIDES GENERAL OUTLINES OF WHEN REPLACEMENTS TO THE 3HARE0OINT 3EARCH ENGINE SUCH AS &!34 3EARCH 3ERVER FOR 3HARE0OINT &!34 OR 'OOGLE 3EARCH !PPLIANCE SHOULD BE CONSIDERED

4HIS )S .OT -/33 7HILE SKILLS PICKED UP DURING TIME SPENT WITH -/33 ARE BENEFICIAL IN 303 RELYING ON THAT EXPERTISE ALONE WILL CAUSE YOU TO MISS A LOT 4HERE HAVE BEEN SIGNIFICANT CHANGES BETWEEN -/33 AND 3HARE0OINT 3EARCH NOT ONLY RECEIVED IMPROVEMENT BUT ALSO UNDERWENT COMPLETE PARADIGM SHIFTS 4HE OLD 3HARED 3ERVICES 0ROVIDER ARCHITECTURE HAS BEEN REPLACED WITH THE 3HARE0OINT SERVICE APPLICATION ARCHITECTURE CREATING UNIQUE DESIGN CONSIDERATIONS 4HE -/33 "USINESS $ATA #ATALOG "$# HAS BEEN REPLACED WITH THE "USINESS #ONNECTIVITY 3ERVICES "#3 UNLOCKING NEW WAYS TO READ AND WRITE BETWEEN 3HARE0OINT AND EXTERNAL CONTENT SOURCES )NDEX SPEED CAPACITY AND REDUNDANCY OPTIONS HAVE ALL BEEN IMPROVED TO CATER TO EXPANDING ENTERPRISE SEARCH DEMANDS %VEN THE QUERY LANGUAGE HAS BEEN COMPLETELY REVAMPED TO ALLOW FOR "OOLEAN OPERATORS AND PARTIAL WORD SEARCH 4HROUGHOUT THIS BOOK WE HAVE TAKEN SPECIAL CARE TO NOTE IMPROVEMENTS AND DEVIATIONS FROM -/33 TO ASSIST WITH LEARNING THE NEW PLATFORM #APTIONS POINTING OUT CHANGES WILL HELP YOU TO EFFICIENTLY PICK UP THE NUANCES OF 3HARE0OINT $IRECT FEATURE COMPARISONS ARE ALSO PROVIDED TO ASSIST WITH RECOGNIZING NEW POTENTIAL OPPORTUNITIES FOR IMPROVING SEARCH

4HE )MPORTANCE OF 1UALITY &INDABILITY )F YOU ARE READING THIS BOOK THEN MOST LIKELY YOUR ORGANIZATION HAS DECIDED TO TAKE THE LEAP INTO 3HARE0OINT 5NFORTUNATELY MORE OFTEN THAN NOT THE PLATFORM IS SELECTED BEFORE ANYONE DETERMINES HOW IT WILL BE USED 4HIS LEAVES A LARGE GAP BETWEEN WHAT THE PLATFORM IS CAPABLE OF ACHIEVING AND WHAT IS ACTUALLY DELIVERED TO USERS 4HE GOAL OF THIS BOOK IS TO BRIDGE THE GAP BETWEEN WHAT 3HARE0OINT CAN DO TO CONNECT USERS WITH INFORMATION AND WHAT IT DOES DO FOR YOUR USERS TO CONNECT THEM WITH THEIR INFORMATION "Y DEFAULT MOST OF THE WORLD S COMPUTER OWNERS HAVE A BROWSER HOME PAGE SET TO A SEARCH ENGINE 3EARCH IS THE FIRST TOOL WE RELY ON TO FIND THE NEEDLE WE NEED IN A CONTINUOUSLY EXPANDING HAYSTACK OF INFORMATION 0EOPLE EXPECT SEARCH TO QUICKLY RETURN WHAT THEY ARE LOOKING FOR WITH HIGH RELEVANCY AND MINIMAL EFFORT )MPROVEMENTS CATERING TO EFFECTIVE )NTERNET SEARCH HAVE RAISED USER EXPECTATIONS WHICH SHOULD BE SEEN AS A CALL TO ACTION FOR IMPROVED WEB SITE AND PORTAL DESIGN NOT AN OPPORTUNITY TO MANAGE EXPECTATIONS )F THIS CALL TO ACTION IS NOT MET HOWEVER BUSINESS WILL BE LOST TO COMPLETION FOR WEB SITES

AND INTRANET USERS WILL FIND SHORTCUTS TO THE DESIRED CONTENT MANAGEMENT PRACTICES #ONSIDER YOUR OWN EXPERIENCES ON YOUR FAVORITE GLOBAL SEARCH ENGINE )F THE WEB SITE YOU ARE LOOKING FOR DOES NOT APPEAR WITHIN THE FIRST OR MAXIMUM SECOND PAGE OF SEARCH RESULTS THEN YOU MOST LIKELY CHANGE YOUR QUERY UTILIZE A DIFFERENT SEARCH ENGINE OR SIMPLY GIVE UP 5SERS ON 3HARE0OINT PORTALS EXHIBIT THE SAME BEHAVIOR !FTER A FEW ATTEMPTS TO FIND AN ITEM USERS WILL ABANDON SEARCH IN FAVOR OF MANUAL NAVIGATION TO DOCUMENT LIBRARIES OR THE SHARED DRIVES THAT 3HARE0OINT WAS DESIGNED TO REPLACE 5SERS EVENTUALLY BEGIN TO ASSUME THAT ONCE ITEMS FIND THEIR WAY INTO THE CHASM OF THE INTRANET THE ONLY CHANCE OF RETRIEVING THEM AGAIN IS TO KNOW EXACTLY WHERE THEY WERE PLACED )T IS FOR THESE REASONS THAT

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IMPLEMENTING AN EFFECTIVE SEARCH EXPERIENCE IN 3HARE0OINT IS ONE OF THE MOST IMPORTANT DESIGN CONSIDERATIONS IN 3HARE0OINT )F USERS CANNOT EASILY FIND INFORMATION WITHIN YOUR 3HARE0OINT DEPLOYMENT THEN THEY CANNOT FULLY LEVERAGE THE OTHER BENEFITS OF THE PLATFORM

4HE 6ALUE OF %FFICIENT 3EARCH )T IS OBVIOUS THAT IN TODAY S ECONOMY IT IS MORE IMPORTANT THAN EVER TO MAKE EVERY DOLLAR COUNT /RGANIZATIONS CANNOT SIT BACK AND IGNORE ONE OF THE LARGEST WASTES OF MAN HOURS IN MANY COMPANIES !CCORDING TO A )$# STUDY AN AVERAGE EMPLOYEE SPENDS WORK HOURS A WEEK JUST SEARCHING FOR PRE EXISTING INFORMATION 7HAT S WORSE IS THAT SIX HOURS A WEEK ARE SPENT RECREATING DOCUMENTS THAT EXIST BUT CANNOT BE FOUND 7ITH THIS INFORMATION COMBINED WITH THE STATISTIC THAT USERS ARE TYPICALLY SUCCESSFUL WITH THEIR SEARCHES ONLY ABOUT OF THE TIME THE COST OF A POOR SEARCH SOLUTION CAN QUICKLY COMPOUND TO QUITE A LARGE BURDEN ON A COMPANY OF ANY SIZE ,ET S SAY THAT AN EMPLOYEE IS PAID A YEAR FOR A HOUR WORK WEEK AND WEEKS A YEAR

HOURS "ASED ON THIS THE EMPLOYEE EARNS HOUR BEFORE BENEFITS !PPLYING THE STATISTICS JUST CITED

YOU CAN SEE THAT THE COST PER WEEK TO FIND INFORMATION IS WEEK ANNUAL AND THE COST TO RECREATE INFORMATION IS WEEK ANNUAL 4HIS BEING SAID THE COST PER EMPLOYEE AT THIS RATE WOULD BE YEAR FOR A POOR FINDABILITY AND SEARCH SOLUTION )N A DIFFERENT DEPLOYMENT SCENARIO ASSUME EMPLOYEES EARNING PER HOUR WITH JUST ONE HOUR LOSS PER USER MONTH )N JUST THREE MONTHS THE WASTE DUE TO POOR SEARCH IS IN WASTED WAGES 4HAT IS AN EXTRA EMPLOYEE IN MANY COMPANIES &ROM THESE STATISTICS IT IS CLEAR THAT WELL DESIGNED SEARCH IS A KEY DRIVER OF EFFICIENCY WITHIN COMPANIES 4HIS BOOK HELPS YOU TO ACHIEVE THIS EFFICIENCY WITH SEARCH )T PROVIDES A FULL RANGE OF TOPICS TO HELP YOU DESIGN A 3HARE0OINT SEARCH PORTAL THAT QUICKLY CONNECTS USERS WITH THEIR INFORMATION 7E PULL FROM OUR EXPERIENCE WORKING WITH 3HARE0OINT SEARCH EVERY DAY TO PROVIDE EXPERT ADVICE ON THE TOPICS THAT MATTER WHEN BUILDING A 3HARE0OINT SEARCH CENTER THAT REALLY WORKS !LTHOUGH DESIGNING AND IMPLEMENTING A QUALITY SEARCH EXPERIENCE DOES TAKE TIME THIS BOOK PLACES THE ABILITY WITHIN THE GRASP OF EVERY 3HARE0OINT DEPLOYMENT

.OTE FROM THE !UTHORS /UR GOAL IS NOT ONLY TO TEACH YOU THE FACTS ABOUT SEARCH IN 3HARE0OINT BUT ALSO TO GIVE YOU THE BASIC TOOLS TO CONTINUE YOUR LEARNING #REATIVE APPLICATIONS FOR 3HARE0OINT SEARCH ARE ALWAYS EVOLVING 5SE THE KNOWLEDGE GAINED IN THIS RESOURCE TO EXPLORE THE CONTINUING EVOLUTION OF KNOWLEDGE THROUGHOUT YOUR COMPANY PEERS AND THE 7EB !S YOU BUILD YOUR 3HARE0OINT SEARCH ENVIRONMENTS MAKE SURE TO ALWAYS KEEP THE USERS EXPERIENCES IN MIND 3OLICIT FEEDBACK AND CONTINUE TO ASK YOURSELF IF THE SEARCH TOOL YOU ARE CREATING WILL HELP USERS CHANGE SEARCH INTO FIND 4HIS BOOK IS THE PRODUCT OF COUNTLESS HOURS OF PLANNING RESEARCH AND TESTING )T IS THE COMBINED EFFORTS OF MANY PEOPLE INCLUDING !PRESS EDITORS -ICROSOFT 3HARE0OINT CONSULTANTS BLOGGERS CLIENTS

AND OUR COLLEAGUES AT 3URF2AY 7ITH THESE PEOPLE S SUPPORT WE HAVE DESIGNED THIS BOOK S CONTENT AND STRUCTURE TO TEACH YOU ALL THE ESSENTIALS OF SEARCH IN 3HARE0OINT !S YOU CONTINUE ON TO #HAPTER

WE HOPE THAT YOU ENJOY READING THIS BOOK TO THE SAME EXTENT WE HAVE ENJOYED WRITING IT FOR YOU

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CHAPTER 1

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Overview of SharePoint 2010 Search !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

$ISTINGUISH BETWEEN THE VARIOUS -ICROSOFT 3EARCH PRODUCTS

v

5NDERSTAND THE SEARCH ARCHITECTURE IN 3HARE0OINT

v

4RANSLATE INTEGRAL TERMS USED THROUGHOUT THE REST OF THE BOOK

v

+NOW HOW TO EFFECTIVELY USE THIS BOOK

"EFORE TAKING THE JOURNEY INTO THIS BOOK IT IS VITAL TO GAIN A FIRM UNDERSTANDING OF THE GROUND LEVEL CONCEPTS THAT WILL BE BUILT UPON THROUGHOUT 4HIS CHAPTER IS DESIGNED TO BRING TOGETHER SEVERAL OF THE CORE CONCEPTS NECESSARY TO UNDERSTAND THE INNER WORKINGS OF 3HARE0OINT -ANY OF THESE ARE UNIVERSAL TO ALL SEARCH ENGINES BUT SOME MAY BE FOREIGN TO THOSE READERS NEW TO 3HARE0OINT )T IS IMPORTANT TO KEEP IN MIND THAT A FEW OF THE TERMS USED THROUGHOUT THIS RESOURCE MAY BE DIFFERENT THAN THOSE USED ON PUBLIC BLOGS AND FORUMS 4HE TERMINOLOGY PRESENTED IN THIS CHAPTER WILL ASSIST THE READER IN UNDERSTANDING THE REST OF THIS BOOK (OWEVER IT IS MORE IMPORTANT TO UNDERSTAND THE CORE CONCEPTS IN THIS CHAPTER AS THEY WILL PROVE MORE HELPFUL IN YOUR OUTSIDE RESEARCH !S DISCUSSED IN THE INTRODUCTION THIS BOOK WILL NOT ADDRESS EVERY POSSIBLE TOPIC ON SEARCH IN 3HARE0OINT 4HE MOST IMPORTANT SUBJECTS ARE PRESENTED BASED ON THE EXPERIENCES OF THE AUTHORS 4HE DYNAMICS OF 3HARE0OINT

HOWEVER CREATE A POTENTIALLY UNENDING NETWORK OF BENEFICIAL TOPICS CUSTOMIZATIONS AND DEVELOPMENTS 7HILE THIS BOOK DOES NOT COVER EVERYTHING IT WILL PROVIDE ALL OF THE BASIC KNOWLEDGE NEEDED TO EFFECTIVELY UTILIZE ADDITIONAL OUTSIDE KNOWLEDGE -ICROSOFT HAS A WIDE RANGE OF ENTERPRISE SEARCH PRODUCT OFFERINGS 7ITH NEW PRODUCTS BEING RELEASED AND EXISTING PRODUCTS CHANGING EVERY FEW YEARS IT CAN BECOME QUITE CUMBERSOME TO KEEP TRACK OF NEW DEVELOPMENTS 4O LAY THE FOUNDATIONS OF THE BOOK THE CHAPTER STARTS WITH A BRIEF REVIEW OF THIS PRODUCT CATALOG %ACH SOLUTION IS EXPLAINED FROM A HIGH LEVEL WITH SPECIFIC NOTES ON THE KEY BENEFITS OF THE PRODUCT TECHNOLOGICAL RESTRICTIONS AND HOW IT FITS INTO THIS BOOK 7HILE IT IS ASSUMED THAT EVERY READER IS USING 3HARE0OINT A LARGE AMOUNT OF THE TOPICS DISCUSSED WILL BE RELEVANT TO OTHER PRODUCTS IN THE -ICROSOFT CATALOG 4HE SECOND HALF OF THE CHAPTER FIRST FOCUSES ON A FEW OF THE MOST IMPORTANT SOFT COMPONENTS OF SEARCH 4HESE INCLUDE COMPONENTS SUCH AS THE SEARCH CENTER THE DOCUMENT PROPERTIES THAT AFFECT SEARCH AND THE INTERACTIVE COMPONENTS FOR USERS 4HE SECOND HALF OF THE CHAPTER THEN OUTLINES THE BASIC ARCHITECTURE OF 3HARE0OINT 3EARCH 7HILE THIS TOPIC IS DISCUSSED AT LENGTH IN THE FOLLOWING CHAPTER

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THE DEPTH OF DETAIL PROVIDED HERE IS SUFFICIENT FOR READERS NOT INVOLVED WITH THE INFRASTRUCTURE SETUP &INALLY THE CHAPTER IS CAPPED WITH A GUIDE TO A FEW OF THE MOST IMPORTANT TOPICS IN THIS BOOK FOR VARIOUS READER GROUPS

-ICROSOFT %NTERPRISE 3EARCH 0RODUCTS #HOOSING THE 2IGHT 6ERSION

Download from Wow! eBook <www.wowebook.com>

!S MENTIONED IN THE INTRODUCTION -ICROSOFT HAS BEEN IN THE SEARCH SPACE FOR OVER A DECADE )N THAT TIME

THEY HAVE DEVELOPED A NUMBER OF SEARCH PRODUCTS AND TECHNOLOGIES 4HESE RANGE FROM GLOBAL SEARCH ON "ING COM DESKTOP SEARCH ON 7INDOWS SEARCH WITHIN /FFICE AND A WIDE RANGE OF hENTERPRISEv SEARCH SOLUTIONS %ACH OF THESE PRODUCTS IS DESIGNED TO HANDLE SPECIFIC TYPES OF QUERIES SEARCH AGAINST VARIOUS CONTENT SOURCES AND RETURN RESULTS USING VARIOUS RANKING ALGORITHMS .O TWO SEARCH TECHNOLOGIES ARE THE SAME AND A USER BEING FLUENT IN ONE DOES NOT TRANSLATE TO EFFECTIVE USE OR DEPLOYMENT OF ANOTHER &OR THE PURPOSE OF THIS BOOK WE WILL BE FOCUSING ON -ICROSOFT 3HARE0OINT

AND AS THE WEIGHT OF THIS BOOK INDICATES THIS SUBJECT IS MORE THAN ENOUGH INFORMATION FOR ONE RESOURCE $UE TO THE OVERLAP BETWEEN MANY OF -ICROSOFT S ENTERPRISE SEARCH TECHNOLOGIES WE WILL MAKE SIDE NOTES THROUGHOUT THIS BOOK INDICATING WHERE THE INFORMATION IS APPLICABLE TO SOLUTIONS OTHER THAN 3HARE0OINT 4HROUGHOUT THE BOOK THERE WILL ALSO BE NOTES ON TECHNOLOGY LIMITATIONS WHERE THE USE OF AN ADDITIONAL -ICROSOFT TECHNOLOGY OR THIRD PARTY PROGRAM MAY BE NECESSARY TO MEET PROJECT GOALS 4HESE SIDE NOTES SHOULD NOT BE CONSIDERED THE DEFINITIVE AUTHORITY ON FUNCTIONALITY OUTSIDE THE SCOPE OF THIS BOOK BUT THEY ARE USEFUL IN RECOGNIZING KEY SIMILARITIES AND DIFFERENCES BETWEEN PRODUCTS

-ICROSOFT 3HARE0OINT 3ERVER 3HARE0OINT 3ERVER IS -ICROSOFT S PREMIER ENTERPRISE CONTENT MANAGEMENT AND COLLABORATION PLATFORM )T IS A BUNDLED COLLECTION OF WORKFLOWS 7EB 0ARTS TEMPLATES SERVICES AND SOLUTIONS BUILT ON TOP OF -ICROSOFT S BASIC PLATFORM 3HARE0OINT &OUNDATION WHICH IS DISCUSSED FURTHER IN THE FOLLOWING SECTION 3HARE0OINT CAN BE USED TO HOST A WIDE VARIETY OF BUSINESS SOLUTIONS SUCH AS WEB SITES

PORTALS EXTRANETS INTRANETS WEB CONTENT MANAGEMENT SYSTEMS SEARCH ENGINES SOCIAL NETWORKS BLOGS

AND BUSINESS INTELLIGENCE DATABASES 3HARE0OINT DEPLOYMENTS CAN BE FOUND IN ORGANIZATIONS WITH A MASSIVE DIFFERENCE IN SCALE AND REQUIREMENTS 5SER COUNTS IN IMPLEMENTATIONS AS SMALL AS SINGLE DIGITS ARE SEEN IN SMALL INTRANETS AND EXPAND INTO THE MILLIONS WITH LARGE EXTRANETS AND PUBLIC FACING SITES 4HE BEAUTY OF THE SOLUTION COMES IN ITS ABILITY TO BE DEPLOYED RELATIVELY QUICKLY AND EASILY AND ITS ABILITY TO BE CUSTOMIZED TO CATER TO A WIDE RANGE OF NEEDS WITH VARIOUS WORKFLOWS 7EB 0ARTS TEMPLATES AND SERVICES 4HE OUT OF THE BOX FUNCTIONALITY CAN CATER TO GENERIC NEEDS OF ORGANIZATIONS BUT THE POWER OF THE TOOL COMES IN THE BUILDING BLOCKS THAT ARE ABLE TO BE INSERTED COMBINED AND CUSTOMIZED TO MEET A VARIETY OF USAGE SCENARIOS 7HILE THE MOST OBVIOUS USE OF 3HARE0OINT IS INTRANET PORTALS THE PLATFORM IS NOW SEEING A GREATER PUSH TO THE PUBLIC DOMAIN WITH WIDER RANGE 7EB nFOCUSED TOOLS 3HARE0OINT IS AVAILABLE BOTH ON PREMISE OFF SITE AND IN THE CLOUD THROUGH -ICROSOFT AS WELL AS SEVERAL THIRD PARTY HOSTING FIRMS /N PREMISE REFERS TO DEPLOYMENTS OF SOFTWARE THAT RUN LOCALLY ON IN HOUSE HARDWARE AS OPPOSED TO THOSE THAT ARE HOSTED IN A REMOTE FACILITY SUCH AS A SERVER FARM OR ON THE INTERNET (ISTORICALLY MOST SOFTWARE HAS BEEN MANAGED THROUGH A CENTRALIZED ON PREMISE APPROACH BUT IN RECENT YEARS ADVANCES IN CLOUD COMPUTING THE RISE OF NETBOOKS AND THE AVAILABILITY OF INEXPENSIVE BROADBAND HAVE GROWN THE POPULARITY OF DECENTRALIZED OFF PREMISE DEPLOYMENTS 7HILE BOTH APPROACHES CAN PRODUCE THE SAME EXPERIENCE FOR USERS EACH PRESENTS ITS OWN SET OF )4 CHALLENGES /N PREMISE DEPLOYMENTS REQUIRE THE PROCUREMENT MAINTENANCE UPGRADE COSTS AND POTENTIAL DOWNTIME

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ASSOCIATED WITH SERVER HARDWARE /FF PREMISE DEPLOYMENTS AT HOSTING CENTERS ALLOW COMPANIES TO AVOID THESE CHALLENGES FOR A FEE BUT PRESENT THEIR OWN CHALLENGES IN THE WAY OF BANDWIDTH SECURITY AND MORE LIMITED FUNCTIONALITY DEPENDING ON THE HOSTING CENTER /FF PREMISE OPTIONS FOR 3HARE0OINT ARE AVAILABLE THROUGH VARIOUS HOSTING CENTERS -ANY OF THESE HOSTS SIMPLY MAINTAIN RELIABLE OFF SITE DEPLOYMENT OF THE SAME SOFTWARE AVAILABLE INTERNALLY AND PROVIDE REMOTE ACCESS TO FULL CONFIGURABILITY OPTIONS /THER HOSTED VERSIONS SUCH AS 3HARE0OINT /NLINE OFFERED BY -ICROSOFT MAY PROVIDE ONLY A SUBSET OF THE FEATURES AVAILABLE THROUGH ON PREMISE DEPLOYMENTS $UE TO THE VARIABLE FEATURES AVAILABLE IN THE OFF PREMISE OFFERINGS THIS BOOK WILL TARGET THE ON PREMISE VERSION OF 303 5NLIKE 3HARE0OINT &OUNDATION WHICH WILL BE DISCUSSED IN THE NEXT SECTION 3HARE0OINT 3ERVER REQUIRES ADDITIONAL SOFTWARE LICENSING ,ICENSING COSTS MAY DEVIATE DEPENDING ON A PARTICULAR CLIENT S LICENSING AGREEMENT AND PROCUREMENT CHANNEL -ICROSOFT MAY ALSO DEEM IT NECESSARY TO CHANGE LICENSING STRUCTURES OR COSTS FROM TIME TO TIME !S A RESULT THIS BOOK WILL NOT DISCUSS LICENSING COSTS

ALTHOUGH THIS SHOULD BE TAKEN INTO CONSIDERATION DURING THE PLANNING STAGES DISCUSSED IN #HAPTER "EFORE LEARNING ABOUT THE CURRENT VERSION OF 3HARE0OINT IT MAY BE HELPFUL TO KNOW THE BACKGROUND OF PRODUCTS IT HAS BEEN DERIVED FROM 3HARE0OINT STEMS FROM A DECADE AND A HALF OF DEVELOPMENT HISTORY $URING THIS TIME -ICROSOFT HAS TAKEN NOTE OF THE PLATFORM S PITFALLS AND SUCCESSES TO CONTINUOUSLY PRODUCE IMPROVED PLATFORMS EVERY FEW YEARS &UELED BY THE NEED TO BE ABLE TO CENTRALLY SHARE CONTENT AND MANAGE WEB SITES AND APPLICATIONS THE EARLIEST VERSION OF 3HARE0OINT CALLED 3ITE 3ERVER WAS ORIGINALLY DESIGNED FOR INTERNAL REPLACEMENT OF SHARED FOLDERS 3ITE 3ERVER WAS MADE AVAILABLE FOR PURCHASE WITH A LIMITED SPLASH IN WITH CAPABILITIES AROUND SEARCH ORDER PROCESSING AND PERSONALIZATION -ICROSOFT EVENTUALLY PRODUCTIZED 3HARE0OINT IN WITH THE RELEASE OF TWO SOLUTIONS 3HARE0OINT 4EAM 3ERVICES 343 AND 3HARE0OINT 0ORTAL 3ERVICES 303 3HARE0OINT 4EAM 3ERVICES ALLOWED TEAMS TO BUILD SITES AND ORGANIZE DOCUMENTS 3HARE0OINT 0ORTAL 3ERVICES WAS FOCUSED PRIMARILY ON THE ADMINISTRATOR AND ALLOWED FOR STRUCTURED AGGREGATION OF CORPORATE INFORMATION 303 ALSO ALLOWED FOR SEARCH AND NAVIGATION THROUGH STRUCTURED DATA 5NFORTUNATELY THE GAPS BETWEEN THESE TWO SOLUTIONS CREATED A DISCONNECT BETWEEN THE END USERS USING 3HARE0OINT 4EAM 3ERVICES TO CREATE SITES AND ADMINISTRATORS USING 3HARE0OINT 0ORTAL 3ERVICES TO MANAGE BACK END CONTENT )N -ICROSOFT RELEASED THE FIRST COMPREHENSIVE SUITE THAT COMBINED THE CAPABILITIES OF 3HARE0OINT 4EAM 3ERVICES AND 3HARE0OINT 0ORTAL 3ERVICES -UCH LIKE TODAY THE VERSION OF 3HARE0OINT CAME IN TWO DIFFERENT FLAVORS 7INDOWS 3HARE0OINT 3ERVICES 733 WHICH WAS LICENSED WITH 7INDOWS 3ERVER AND 3HARE0OINT 0ORTAL 3ERVER 303 $UE TO THE INCLUSION OF 733 IN 7INDOWS 3ERVER AND THE LARGE IMPROVEMENTS OVER THE SOLUTIONS ADOPTION OF 3HARE0OINT AS A PLATFORM BEGAN TO SKYROCKET 3HARE0OINT INCLUDED DASHBOARDS FOR EACH USER INTERFACE REMOVED MUCH OF THE TEDIOUS CODING REQUIRED IN PREVIOUS VERSIONS AND STREAMLINED THE PROCESS FOR UPLOADING

RETRIEVING AND EDITING DOCUMENTS )N -ICROSOFT RELEASED -ICROSOFT /FFICE 3ERVER -/33 AND 7INDOWS 3HARE0OINT 3ERVICES 733 FOLLOWING THE SAME FUNCTIONALITY AND LICENSING CONCEPTS OF THEIR COUNTERPARTS "Y LEVERAGING IMPROVEMENTS IN THE UNDERLYING FRAMEWORK 3HARE0OINT USHERED IN THE MATURITY OF THE PLATFORM BY INTRODUCING RICH FUNCTIONALITY SUCH AS MASTER PAGES WORKFLOWS AND COLLABORATIVE APPLICATIONS -/33 S WIDE RANGE OF IMPROVEMENTS FROM ADMINISTRATIVE TOOLS TO USER INTERFACES POSITIONED 3HARE0OINT AS THE FASTEST GROWING BUSINESS SEGMENT IN -ICROSOFT )N -AY -ICROSOFT RELEASED 3HARE0OINT 3ERVER 303 AND 3HARE0OINT &OUNDATION

THE SUCCESSORS TO -/33 AND 733 3HARE0OINT BUILDS ON -/33 BY IMPROVING FUNCTIONS SUCH AS WORKFLOWS TAXONOMY SOCIAL NETWORKING RECORDS MANAGEMENT AND BUSINESS INTELLIGENCE )T IS ALSO NOTEWORTHY TO POINT OUT -ICROSOFT S NOTICEABLE IMPROVEMENTS TO FEATURES CATERING TO PUBLIC FACING SITES AND CLOUD COMPUTING )N REGARDS TO SEARCH IMPROVEMENTS IN 3HARE0OINT CAN BE FOUND ACROSS THE BOARD IN AREAS SUCH AS IMPROVED METADATA MANAGEMENT THE RIBBON INCLUSION OF THE "USINESS #ONNECTIVITY 3ERVICES "#3 IN NON ENTERPRISE VERSIONS A SIGNIFICANTLY MORE SCALABLE INDEX EXPANDED SEARCH SYNTAX AND SEARCH REFINERS FACETS 7ITH THE EXCEPTION OF METADATA MANAGEMENT THESE ARE THE TYPES OF SUBJECTS THAT WILL BE

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ADDRESSED THROUGHOUT THIS BOOK !LTHOUGH THROUGHOUT THIS BOOK THERE WILL BE SIDE NOTES TOUCHING ON COMPARISONS BETWEEN -/33 AND 3HARE0OINT 3EARCH COMPONENTS IT WILL BE GENERALLY ASSUMED THAT READERS ARE NEW TO 3HARE0OINT IN &OR A COMPARISON OF THE IMPORTANT CHANGES BETWEEN -/33 AND 3HARE0OINT PLEASE SEE 4ABLE

3HARE0OINT &OUNDATION 3HARE0OINT &OUNDATION 30& IS THE SUCCESSOR TO 7INDOWS 3HARE0OINT 3ERVICES 733 )T IS THE WEB BASED COLLABORATION PLATFORM FROM WHICH 3HARE0OINT 3ERVER EXPANDS 3HARE0OINT &OUNDATION PROVIDES MANY OF THE CORE SERVICES OF THE FULL 30 SUCH AS DOCUMENT MANAGEMENT TEAM WORKSPACES BLOGS AND WIKIS )T IS A GOOD STARTING POINT FOR SMALLER ORGANIZATIONS LOOKING FOR A COST EFFECTIVE ALTERNATIVE TO INEFFICIENT FILE SHARES AND BEST OF ALL ACCESS TO 3HARE0OINT &OUNDATION IS INCLUDED FREE OF CHARGE WITH 7INDOWS 3ERVER OR LATER )N ADDITION TO BEING A COLLABORATION PLATFORM FOR EASILY REPLACING AN OUTDATED FILE SHARE 3HARE0OINT &OUNDATION CAN ALSO BE USED AS A POWERFUL APPLICATION DEVELOPMENT PLATFORM 4HE PREREQUISITE INFRASTRUCTURE PRICE AND EXTENSIBILITY CREATE AN IDEAL BACKBONE FOR A WIDE RANGE OF APPLICATIONS $EVELOPERS CAN LEVERAGE 3HARE0OINT S RICH APPLICATION PROGRAMMING INTERFACES !0)S WHICH ACT AS BUILDING BLOCKS TO EXPEDITE DEVELOPMENT 4HESE !0)S PROVIDE ACCESS TO THOUSANDS OF CLASSES WHICH CAN COMMUNICATE BETWEEN APPLICATIONS BUILT ON TOP OF THE PLATFORM 4HE ATTRACTIVENESS OF 3HARE0OINT &OUNDATION AS A DEVELOPMENT PLATFORM IS COMPOUNDED BY ITS WIDE ACCESSIBILITY WHICH LOWERS BARRIERS TO ACCESS BY NON PROFESSIONAL DEVELOPERS 4HIS INCREASED ACCESSIBILITY CONSEQUENTLY EXPANDS INFORMATION SHARING ABOUT THE PLATFORM AND HAS FACILITATED A RAPIDLY GROWING DEVELOPMENT COMMUNITY 3HARE0OINT &OUNDATION DOES HAVE SUPPORT FOR VERY BASIC INDEXING AND SEARCHING !LTHOUGH NOT AS POWERFUL AS THE SEARCH CAPABILITIES MADE AVAILABLE IN 3HARE0OINT 3ERVER OR 3EARCH 3ERVER IT WILL ALLOW FOR FULL TEXT QUERIES WITHIN SITES 7ITHOUT ANY ADDITIONS 30& ALLOWS ACCESS TO LINE OF BUSINESS ,/" DATA SYSTEMS THROUGH A SUBSET OF THE "#3 FEATURES AVAILABLE IN FULL 303 )T CAN ALSO COLLECT FARM WIDE ANALYTICS FOR ENVIRONMENT USAGE AND HEALTH REPORTING &OR MORE EXTENSIVE SEARCH FUNCTIONALITY THE UPGRADE TO 3HARE0OINT &!34 FOR 3HARE0OINT 3EARCH 3ERVER OR THE ADDITION OF THE FREE 3EARCH 3ERVER %XPRESS MAY BE NECESSARY 7ITHOUT THE RECOMMENDED ADDITION OF THE FREE 3EARCH 3ERVER %XPRESS PRODUCT OR 3HARE0OINT FUNCTIONALITY SUCH AS SCOPES CUSTOM PROPERTY MANAGEMENT QUERY FEDERATION AND RESULT REFINERS IS NOT AVAILABLE ! FULL CHART OF THE MAJOR DIFFERENCES IN SEARCH FUNCTIONALITY BETWEEN THESE PRODUCTS CAN BE FOUND IN 4ABLE 7HILE 30& WILL NOT BE THE FOCUS OF THIS BOOK SOME OF THE INFORMATION PRESENTED IN LATER CHAPTERS OVERLAPS -AJOR DIFFERENCES BETWEEN 3HARE0OINT &OUNDATION AND 3HARE0OINT INCLUDE THE AVAILABLE 7EB 0ARTS SCALABILITY AVAILABILITY FLEXIBILITY AND ADMINISTRATIVE OPTIONS )N ADDITION THE PEOPLE SEARCH CENTER IS NOT AVAILABLE IN 3HARE0OINT &OUNDATION 4ABLES AND PROVIDE A MORE DETAILED COMPARISON OF MAJOR FEATURES AND SCALABILITY CONSIDERATIONS FOR 30& &OR A FULL LIST OF THE AVAILABLE SEARCH 7EB 0ARTS IN 3HARE0OINT PLEASE SEE 4ABLE !N IMPORTANT NOTE IF UPGRADING 733 WHICH ALLOWED FOR BOTH AND BIT COMPATIBILITY IS THAT 3HARE0OINT &OUNDATION REQUIRES A BIT VERSION OF BOTH 7INDOWS 3ERVER AND 31, 3ERVER 7HILE 30& IS OUTSIDE OF THE SCOPE OF THIS BOOK A FEW IMPORTANT NOTES ON INFRASTRUCTURE AND PREREQUISITES CAN BE FOUND IN #HAPTER 3INCE 3HARE0OINT &OUNDATION IS AN UNDERLYING CORE OF 3HARE0OINT 3ERVER IT STANDS TO REASON THAT IF YOU HAVE THE HARDWARE AND SOFTWARE PREREQUISITES REQUIRED FOR 303 YOU WILL ALSO MEET THE NEEDS OF 3HARE0OINT &OUNDATION

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-ICROSOFT 3EARCH 3ERVER %XPRESS -ICROSOFT 3EARCH 3ERVER %XPRESS -338 IS THE SUCCESSOR TO 3EARCH 3ERVER %XPRESS )T IS AN ENTRY LEVEL ENTERPRISE SEARCH SOLUTION THAT PROVIDES CRAWLING AND INDEXING CAPABILITIES NEARLY IDENTICAL TO 3HARE0OINT 3ERVER 4HIS FREE SEARCH SERVER IS AVAILABLE FOR ANYONE USING 7INDOWS 3ERVER OR LATER AND IT SHOULD BE THE FIRST ADDITION CONSIDERED WHEN SEARCH FUNCTIONALITY BEYOND THAT AVAILABLE IN 3HARE0OINT &OUNDATION IS NECESSARY !LTHOUGH FREQUENTLY DEPLOYED ON TOP OF 3HARE0OINT &OUNDATION 3EARCH 3ERVER %XPRESS IS ABLE TO ISOLATE THE INFRASTRUCTURE FROM OTHER -ICROSOFT 3HARE0OINT TECHNOLOGIES 4HIS ALLOWS FOR AN ENTERPRISE SEARCH SOLUTION WITHOUT THE NEED FOR 3HARE0OINT &OUNDATION OR 3HARE0OINT 3ERVER 3EARCH FUNCTIONALITY OF 3EARCH 3ERVER %XPRESS THAT IS NOT INCLUDED IN 3HARE0OINT &OUNDATION RANGES FROM THE TYPES OF CONTENT THAT CAN BE CRAWLED TO HOW THE USER INTERACTS WITH SEARCH RESULTS AND REFINES QUERIES ! FULL CHART OF THE MAJOR DIFFERENCES IN SEARCH FUNCTIONALITY BETWEEN THESE SOLUTIONS CAN BE FOUND IN 4ABLE "ECAUSE -338 IS BUILT FROM A SUBSET OF 303 SEARCH FUNCTIONALITY THERE ARE SOME LIMITATIONS MOST NOTABLY AROUND SEARCHING ON PEOPLE DUE TO THE LACK OF THE UNDERLYING hPEOPLEv ELEMENT IN &OUNDATION /THER LIMITATIONS RESOLVED BY MOVING TO THE PURCHASABLE 3EARCH 3ERVER ARE ADDRESSED IN THE NEXT SECTION

3EARCH 3ERVER -ICROSOFT 3EARCH 3ERVER -33 IS THE MORE ROBUST AND SCALABLE VERSION OF 3EARCH 3ERVER %XPRESS -33 S FEATURE SET IS NEARLY IDENTICAL TO THAT OF ITS FREE COUNTERPART )T CAN FUNCTION INDEPENDENTLY OF 3HARE0OINT INDEX FEDERATED CONTENT THROUGH THE "#3 AND PROVIDE A ROBUST END USER SEARCH INTERFACE 4HE MAJOR DIFFERENCES AND THE PRICE JUSTIFICATION TO MOVE FROM THE FREE VERSION TO THE FULL 3EARCH 3ERVER ARE THE SCALABILITY FOR ENTERPRISES -ICROSOFT HAS PLACED LIMITATIONS ON THE 3EARCH 3ERVER %XPRESS INDEX CAPACITY 4HE MAXIMUM CAPACITY OF FULL TEXT INDEX IN -338 IS APPROXIMATELY

ITEMS WITH -ICROSOFT 31, 3ERVER %XPRESS OR MILLION ITEMS WITH 31, 3ERVER 4O INDEX CONTENT ABOVE THIS LIMITATION 3EARCH 3ERVER IS NECESSARY WHICH CAN MANAGE ABOUT MILLION ITEMS )N ADDITION TO THE SIGNIFICANT DIFFERENCE IN INDEX CAPACITY SCALABILITY IS DRASTICALLY DIFFERENT 4HE TOPOLOGY COMPONENT OF ANY PARTICULAR 3EARCH SERVICE APPLICATION 33! MUST BE ON ONE SERVER WITH 3EARCH 3ERVER %XPRESS !S SEEN IN -/33 AND 3EARCH 3ERVER THIS RESTRICTION CAN BECOME A SIGNIFICANT LIMITATION FOR LARGER OR MORE FREQUENTLY ACCESSED SEARCH ENVIRONMENTS !LTERNATIVELY THE FULL 3EARCH 3ERVER IS CAPABLE OF SPREADING ITS TOPOLOGY COMPONENTS ACROSS MULTIPLE SERVERS WHICH ALLOWS FOR DISTRIBUTION OF WORKLOAD $ISTRIBUTION OF WORKLOAD CAN LEAD TO DECREASED INDEXING AND CRAWLING TIMES INCREASED SEARCH SPEED INCREASED STORAGE CAPACITY AND GREATER ACCESSIBILITY 4HESE TOPICS WILL BE ADDRESSED IN MORE DETAIL IN #HAPTER 3ERVICE APPLICATIONS ARE A NEW CONCEPT BROUGHT ABOUT BY THE SERVICE APPLICATION MODEL IN 3HARE0OINT 3IMILAR TO THE WAY THE "#3 IN 3HARE0OINT REPLACED THE "USINESS $ATA #ATALOG "$# FROM -/33 SERVICE APPLICATIONS REPLACED THE 3HARED 3ERVICES 0ROVIDERS 330S 330S IN -/33 WERE A COLLECTION OF COMPONENTS THAT PROVIDE COMMON SERVICES TO SEVERAL )NTERNET )NFORMATION 3ERVICES ))3 WEB APPLICATIONS IN A SINGLE 3HARE0OINT SERVER FARM 5NFORTUNATELY WHILE 330S WERE ACCEPTABLE FOR FARMS WITH SIMPLE TOPOLOGIES IN -/33 THEY PRESENTED A LARGE BARRIER TO GROWTH FOR LARGER DEPLOYMENTS 3HARED 3ERVICES 0ROVIDERS GROUPED ALL SERVICES SUCH AS %XCEL 3ERVICES -Y3ITES

AND 3EARCH TOGETHER INTO ONE 330 UNIT ALTHOUGH SERVICE FUNCTIONS WERE ALL RADICALLY DIFFERENT 4HIS PRESENTED SIGNIFICANT CHALLENGES TO SCALING AND FLEXIBILITY

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â&#x2013; .OTE )N 3HARE0OINT SERVICE APPLICATIONS ALLOW SERVICES TO BE SEPARATED OUT INTO DIFFERENT UNITS 5NLIKE 330S WHICH RESTRICTED A WEB APPLICATION TO BE TIED TO A SINGLE PROVIDER WEB APPLICATIONS CAN NOW USE THE SERVICES AVAILABLE ON ANY OF THE SERVICE APPLICATIONS 3ERVICE APPLICATIONS CAN ALSO BE SPREAD ACROSS MULTIPLE FARMS TO FURTHER DISTRIBUTE SERVICES AND MULTIPLE INSTANCES OF THE SAME SERVICE APPLICATION CAN BE DEPLOYED )N ADDITION TO REDESIGNING THE EXISTING SERVICE MODEL IN 3HARE0OINT -ICROSOFT ADDED A NUMBER OF NEW SERVICES /UT OF THE BOX SERVICES INCLUDE THE "#3 0ERFORMANCE 0OINT %XCEL 6ISIO 7ORD !CCESS /FFICE 7EB !PPS 0ROJECT 3ERVER 3EARCH 0EOPLE AND 7EB !NALYTICS 4HE MOST IMPORTANT SERVICE FOR THE PURPOSE OF THIS BOOK

OF COURSE IS THE 3EARCH 3ERVICE !PPLICATION FORMALLY KNOWN AS THE 3EARCH 3ERVICE 0ROVIDER 330 7HILE SEVERAL OF THE OTHER SERVICE APPLICATIONS ARE NECESSARY TO UNLOCK THE FULL RANGE OF CAPABILITIES AROUND SEARCH IN 3HARE0OINT

AT LEAST ONE 33! IS REQUIRED FOR SEARCH TO FUNCTION &URTHER DETAILS ON THE 3EARCH SERVICE APPLICATION WILL BE FOUND IN THE NEXT CHAPTER

3EARCH 3ERVER AND THE %XPRESS VERSION WILL NOT BE THE FOCUS OF THIS BOOK BUT MOST OF THE INFORMATION NECESSARY TO PLAN DEPLOY CONFIGURE AND CUSTOMIZE THESE SOLUTIONS IS IDENTICAL TO 3HARE0OINT 3ERVER 4HROUGHOUT THIS BOOK THERE WILL BE NOTES WHEN THERE IS A SIGNIFICANT DIFFERENCE BETWEEN THE FUNCTIONALITY OF 3EARCH 3ERVER AND 3HARE0OINT

&!34 3EARCH 3ERVER FOR 3HARE0OINT &!34 3EARCH 3ERVER FOR 3HARE0OINT IS -ICROSOFT S ENTERPRISE SEARCH ADD ON THAT REPLACES THE SEARCH FUNCTIONALITY OF 3HARE0OINT &OR THE END USER IT PROVIDES A WIDE RANGE OF ADDITIONAL FEATURES SUCH AS IMPROVED SEARCH RESULTS NAVIGATION EXPANDED LANGUAGE SUPPORT AND PREVIEWS OF /FFICE DOCUMENTS /N THE BACK END IT CAN INDEX CONTENT SOURCES AND LINE OF BUSINESS APPLICATIONS NOT ACCESSIBLE BY BASIC 3HARE0OINT AND SCALES UP TO BILLIONS OF ITEMS )T ALSO GIVES DEVELOPERS THE POWER TO MANUALLY MANIPULATE RELEVANCY AT THE INDEX LEVEL TO FORCE DESIRED ITEMS TO THE TOP OF RESULT SETS &!34 SHOULD BE CONSIDERED WHEN MORE THAN MILLION ITEMS NEED TO BE INDEXED THE SEARCH USER INTERFACE CANNOT BE CUSTOMIZED OR CONFIGURED TO MEET THE NEEDS OF END USERS OR THERE IS A NEED TO INDEX LINE OF BUSINESS APPLICATIONS NOT ACCESSIBLE TO 3HARE0OINT 4HE ITEM LIMIT OF MILLION IS NOTEWORTHY AS THIS IS THE UPPER LIMIT FOR 303 /NCE THIS LIMIT IS APPROACHED OR BREACHED BY THE INDEX A MORE POWERFUL SEARCH SOLUTION IS NECESSARY WHICH LEADS TO THE PRACTICALITY OF &!34 AS AN OPTION )T IS IMPORTANT TO NOTE THAT &!34 REQUIRES ITS OWN SERVERS AND CANNOT BE INSTALLED ON THE SAME SERVER AS 3HARE0OINT )N ADDITION AT THE TIME OF WRITING THIS BOOK THE &!34 3EARCH 3ERVER FOR 3HARE0OINT ADDITION IS AVAILABLE ONLY FOR -ICROSOFT 3HARE0OINT %NTERPRISE CLIENTS %#!,

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!S STATED PREVIOUSLY THE SCOPE OF THIS BOOK IS TO GUIDE 3HARE0OINT ADMINISTRATORS THROUGH THE SUCCESSFUL PLANNING DEPLOYMENT AND CUSTOMIZATION OF 3HARE0OINT 3EARCH 7HILE THE PREVIOUSLY MENTIONED -ICROSOFT SEARCH TECHNOLOGIES HAVE A WIDE AMOUNT OF OVERLAP WITH THE SUBJECT OF THIS BOOK

&!34 3EARCH 3ERVER FOR 3HARE0OINT REPLACES THE 3HARE0OINT 3EARCH PIPELINE AND AS A RESULT THIS BOOK WILL NOT BE HIGHLY RELEVANT TO THAT PLATFORM 7HILE THERE ARE NOTES THROUGHOUT THIS BOOK STATING WHEN AN UPGRADE TO &!34 3EARCH 3ERVER FOR 3HARE0OINT MAY BE NECESSARY THE MOST CONSOLIDATED INFORMATION ON THE SUBJECT CAN BE FOUND IN #HAPTER 4ABLE 3HARE0OINT 3EARCH 0RODUCT &EATURE -ATRIX

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FAST Search Server 2010 for SharePoint

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4ABLE 3HARE0OINT 3EARCH 0RODUCT ,ICENSE AND 3CALABILITY

SharePoint Foundation 2010

Search Server 2010 Express

Search Server 2010

SharePoint Server 2010

FAST Search Server 2010 for SharePoint

!LLOWABLE SERVERS PER 3EARCH SERVICE APPLICATION

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9ES REQUIRES ENTERPRISE EDITION OF 303

'ETTING TO +NOW 3EARCH IN 3HARE0OINT 3O FAR THIS CHAPTER HAS EXPLAINED WHAT THIS BOOK WILL AND WILL NOT COVER )T HAS EXPLAINED THE RANGE OF SEARCH RELATED TECHNOLOGIES AND PRODUCTS IN THE -ICROSOFT PORTFOLIO AND IT HAS PROVIDED SCENARIOS WHERE EACH MAY BE NECESSARY 4HE REST OF THIS CHAPTER WILL SERVE AS AN INTRODUCTION TO THE TERMS AND CONCEPTS USED THROUGHOUT THE BOOK 4HIS WILL HELP BUILD UNDERSTANDING OF THE INTEGRAL BACKGROUND NECESSARY FOR UNDERSTANDING 3HARE0OINT ARCHITECTURE SERVICES AND SITES

4HE 3EARCH #ENTER &OR END USERS THE SEARCH CENTER IS THE MOST IMPORTANT COMPONENT OF SEARCH 4HIS IS WHERE USERS EXECUTE QUERIES VIEW RESULTS INTERACT WITH SEARCH RESULT SETS AND MAKE DECISIONS ON DOCUMENT SELECTION 7HILE THE BACK END COMPONENTS OF SEARCH ARE EQUALLY IMPORTANT FROM AN )4 PERSPECTIVE THIS IS THE USER S FRONT END CONNECTION TO ALL OF THE COMPLEX PROCESSES MAKING SEARCH WORK AND WITHOUT IT USERS COULD NOT SEARCH 4HE SEARCH CENTER CAN BE ACCESSED THROUGH TWO PROCESSES 4HE MOST DIRECT IS BY NAVIGATING TO THE SEARCH TAB IN A 3HARE0OINT PORTAL )N A STANDARD OUT OF THE BOX //4" 3HARE0OINT ENVIRONMENT

MANUALLY NAVIGATING TO THE SEARCH CENTER THROUGH THE SEARCH TAB TAKES USERS TO THE QUERY INTERFACE SHOWN IN &IGURE

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&IGURE 3HARE0OINT SEARCH CENTER 4HE OTHER OPTION FOR NAVIGATING TO THE SEARCH CENTER IS BY EXECUTING A QUERY THROUGH THE SEARCH BOX )N AN //4" 3HARE0OINT ENVIRONMENT THE SEARCH BOX CAN BE FOUND IN THE UPPER RIGHT HAND QUADRANT OF SITES AND LISTS AS SHOWN IN &IGURE

&IGURE 3HARE0OINT HOME PAGE 7HEN A QUERY IS EXECUTED THROUGH EITHER OF THESE INTERFACES IT IS PASSED TO THE SEARCH RESULTS PAGE AND EXECUTED 5NLESS SPECIFICALLY DESIGNED TO WORK DIFFERENTLY BOTH SEARCH INTERFACES WILL TAKE USERS TO THE SAME SEARCH RESULTS PAGE )F THE EXECUTED SEARCH QUERY MATCHES TO RESULTS THE RESULTS PAGE WILL DISPLAY RESULTS AND ALLOW INTERACTION WITH THEM AS SHOWN IN &IGURE )F NO RESULTS ARE FOUND TO MATCH THE QUERY THEN THE USER WILL STILL BE DIRECTED TO THE RESULTS PAGE BUT A NOTIFICATION TO THIS EFFECT WILL BE DISPLAYED ALONG WITH A SET OF SUGGESTIONS FOR ALTERING THE QUERY

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&IGURE 3HARE0OINT SEARCH RESULTS PAGE WITH RESULTS $EPLOYMENT USE AND CONFIGURATION OF THE SEARCH CENTER ARE DISCUSSED IN DETAIL IN #HAPTERS

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-ETADATA 0UT MOST SIMPLY METADATA IS DATA ABOUT DATA )T IS THE SET OF DEFINING PROPERTIES FOR A LIBRARY LIST WEB SITE OR ANY OTHER DATA FILE )F THE WRITING WITHIN A -ICROSOFT 7ORD DOCUMENT IS THE UNSTRUCTURED CONTENT

METADATA IS THE STRUCTURED CONTENT ATTACHED TO THE DOCUMENT THAT DEFINES IT &OR A -ICROSOFT 7ORD DOCUMENT THIS INFORMATION TYPICALLY INCLUDES THE MODIFIED DATE AUTHOR TITLE AND SIZE BUT MAY ALSO INCLUDE COMMENTS AND TAGS )N 3HARE0OINT METADATA MAY ALSO INCLUDE PROPERTIES SUCH AS THE LOCATION OF THE DOCUMENT TEAM RESPONSIBLE FOR IT OR THE DATE AN ITEM WAS LAST CHECKED OUT 4HIS IS THE INFORMATION THAT DEFINES THE DOCUMENT AND IT IS VITAL FOR SEARCH WITHIN 3HARE0OINT !LL SEARCH ENGINES UTILIZE METADATA TO CATALOG ITEMS MUCH LIKE A LIBRARY 4HE 3HARE0OINT SEARCH INDEX STORES A WIDE VARIETY OF METADATA ASSOCIATED WITH EACH ITEM AND UTILIZES THIS INFORMATION WHEN RETURNING SEARCH RESULTS 4YPICALLY SINCE IT IS GENERALLY MORE RELIABLE AND STRUCTURED METADATA IS THE FIRST COMPONENT ANALYZED BY THE SEARCH ENGINE TO DETERMINE AN ITEM S RELEVANCY &OR EXAMPLE SAY A USER IS SEARCHING FOR A -ICROSOFT 7ORD DOCUMENT AUTHORED BY A PARTICULAR COLLEAGUE AND ENTERS THE KEYWORD hENERGYv INTO THE SEARCH FIELD 4HE SEARCH ENGINE WILL FIRST CONSIDER ONLY DOCUMENTS THAT HAVE METADATA DESIGNATING THEM TO BE 7ORD FILES AND AUTHORED BY THE DESIGNATED COLLEAGUE )T WILL THEN LOOK THROUGHOUT

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THE METADATA AND UNSTRUCTURED CONTENT OF THE DOCUMENTS TO RETURN ONLY THOSE THAT CONTAIN THE TERM hENERGY v )N 3HARE0OINT DOCUMENTS THAT CONTAIN THE TERM hENERGYv IN THE TITLE ARE MOST LIKELY MORE RELEVANT THAN THOSE THAT INCLUDE IT WITHIN THE BODY OF THE WRITING #ONSEQUENTLY THOSE DOCUMENTS WITH hENERGYv IN THE TITLE WILL APPEAR BY DEFAULT HIGHER IN THE RESULT SET THAN THOSE THAT CONTAIN IT IN THE BODY 4HE TITLE OF A DOCUMENT IS A PIECE OF METADATA ASSOCIATED WITH THE FILE !S USERS MATURE PAST THE MOST BASIC CONCEPTS OF SEARCH METADATA BECOMES INCREASINGLY VITAL )T IS WHAT ALLOWS USERS TO REFINE SEARCHES BASED ON PROPERTY RESTRICTIONS -ETADATA TAGS ARE WHAT ENABLE TAG CLOUDS AND HIT MAPPING FOR GLOBAL SEARCH ENGINES 4HE LANGUAGE OF ITEMS AND WEB PAGES IS DESIGNATED BY METADATA AND SO IS THE FILE TYPE 7ITHOUT METADATA SEARCH ENGINES WOULD NOT BE ABLE TO DIFFERENTIATE BETWEEN THE TITLE OF A DOCUMENT AND THE BODY 4HEY WOULD BE UNABLE TO TELL IF A RESULT IS A -ICROSOFT 7ORD DOCUMENT OR AN !UTO#!$ RENDERING 7HEN USERS UPLOAD ITEMS TO 3HARE0OINT THEY ARE BY DEFAULT GIVEN THE OPTION TO ADD A VARIETY OF STANDARD METADATA TO DOCUMENTS SUCH AS THE AUTHOR AND TITLE $EPENDING ON THE DESIGN OF A 303 DEPLOYMENT DIFFERENT METADATA MAY BE SET UP TO BE REQUESTED OR REQUIRED FROM USERS BEFORE FINISHING AN UPLOAD 4HIS METADATA IS THEN STORED IN A DATABASE FOR USE BY THE SEARCH INDEX !S WILL BE SEEN IN #HAPTERS AND THE MANAGEMENT OF METADATA GREATLY AFFECTS RELEVANCY RANKING AND THE GENERAL ABILITY TO FIND ITEMS USING SEARCH

7EB 0ARTS 7EB 0ARTS ARE !30 .%4 SERVER CONTROLS AND ACT AS THE BUILDING BLOCKS OF 3HARE0OINT 4HEY ALLOW USERS TO MODIFY THE APPEARANCE CONTENT AND BEHAVIOR OF 3HARE0OINT DIRECTLY FROM THE BROWSER 7EB 0ARTS ALLOW FOR INTERACTION WITH PAGES AND CONTROL THE DESIGN OF A PAGE &OR USERS UNFAMILIAR WITH 3HARE0OINT 7EB 0ARTS ARE ALSO KNOWN AS PORTLETS AND WEB WIDGETS 4HESE BUILDING BLOCKS PROVIDE ALL THE INDIVIDUAL BITS OF FUNCTIONALITY USERS MAY EXPERIENCE WITHIN A 3HARE0OINT ENVIRONMENT %XAMPLES OF 7EB 0ARTS INCLUDE THOSE SUCH AS THE REFINEMENT PANEL 7EB 0ART WHICH ALLOWS USERS TO DRILL INTO SEARCH RESULTS AND THE "EST "ETS 7EB 0ART WHICH SUGGESTS ONE OR MORE ITEMS FROM WITHIN A SEARCH RESULT SET BASED ON THE ENTERED KEYWORD )N 3HARE0OINT THERE ARE OVER 7EB 0ARTS THAT COME WITH THE PLATFORM OF WHICH ARE DEDICATED TO SEARCH 4HE OPTIONS FOR AVAILABLE 7EB 0ARTS ARE INCREASING DAILY AS ADDITIONAL CUSTOM 7EB 0ARTS CAN BE CREATED IN HOUSE PURCHASED FROM THIRD PARTY VENDORS OR SHARED FREELY ON SITES SUCH AS #ODE0LEX %ACH CAN BE ENABLED OR DISABLED TO CHANGE THE AVAILABLE FUNCTIONALITY MOVED AROUND THE PAGE TO CHANGE LAYOUT AND RECONFIGURED TO CHANGE BEHAVIOR 4HE DESIGN AND PLACEMENT OF 7EB 0ARTS CAN BE CONTROLLED BY ADMINISTRATORS -OST 7EB 0ARTS HAVE A NUMBER OF SETTINGS THAT CONTROL THEIR APPEARANCE AND AVAILABLE USER INTERACTIONS !DMINISTRATORS CAN ALSO USE 7EB 0ARTS TO CONTROL THE LAYOUT OF A PAGE &OR EXAMPLE IF THE ADMINISTRATOR WANTS THE SEARCH REFINERS TO APPEAR ON THE RIGHT OF THE SEARCH RESULTS PAGE INSTEAD OF THE LEFT HE OR SHE CAN MOVE THE REFINEMENT PANEL 7EB 0ART TO THE RIGHT ZONE )F THE ADMINISTRATOR WANTS TO DO SOMETHING MORE EXTREME

LIKE ADDING THE ADVANCED SEARCH PAGE OPTIONS TO THE SEARCH RESULTS PAGE HE OR SHE CAN ADD THE ADVANCED SEARCH BOX 7EB 0ART TO THE SEARCH RESULTS PAGE 4HE DESIGN AND PLACEMENT OF 7EB 0ARTS AROUND A PAGE IS CONTROLLED BY ZONES 0AGES ARE BROKEN INTO EIGHT ZONES !DMINISTRATORS CAN MOVE 7EB 0ARTS AROUND THE PAGE BY DRAGGING THEM INTO DIFFERENT ZONES OR PLACING THEM ABOVE OR BELOW EACH OTHER WITHIN ZONES &IGURE SHOWS THE ZONES WITHIN A PAGE THAT CAN BE UTILIZED FOR CUSTOM PAGE LAYOUTS

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&IGURE 3HARE0OINT 7EB 0ART ZONES 4HE AVAILABLE 7EB 0ARTS ARE ONE OF THE MAJOR UNDERLYING DIFFERENCES BETWEEN 3HARE0OINT AND 3HARE0OINT &OUNDATIONS 3INCE 7EB 0ARTS STRICTLY CONTROL THE AVAILABLE FEATURES WITHIN 3HARE0OINT

LIMITING THE FREE 3HARE0OINT &OUNDATIONS TO ONLY THE BASIC 7EB 0ARTS PROVIDES THE FUNCTIONALITY GAP 4ABLE SHOWS A LIST OF ALL THE OUT OF THE BOX 7EB 0ARTS AVAILABLE IN BOTH 3HARE0OINT AND 3HARE0OINT &OUNDATIONS

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3HARE0OINT 3EARCH !RCHITECTURE 4HE ARCHITECTURE OF SEARCH IN 3HARE0OINT CAN BE SOMEWHAT COMPLEX TO UNDERSTAND SPECIFICALLY BECAUSE THE SEGMENTATION OF FUNCTIONS BETWEEN HARDWARE AND THE WAY THE FUNCTIONS ARE MANIPULATED FROM A SOFTWARE PERSPECTIVE ARE QUITE DIFFERENT )N EVERY SEARCH ENGINE THERE ARE FOUR MAIN COMPONENTS TO SEARCH ALTHOUGH THEY MAY BE NAMED DIFFERENTLY IN EACH SOLUTION 4HESE COMPONENTS INCLUDE THE CRAWLER INDEXER QUERY PROCESSOR AND DATABASES %ACH OF THESE PLAYS A VITAL ROLE IN GATHERING STORING

STRUCTURING AND RETURNING THE ITEMS WITHIN A SEARCH ENVIRONMENT )N EVERY SEARCH ENGINE THESE MAJOR COMPONENTS HOLD THE SAME ROLE BUT THE DIFFERENCES IN SEARCH ENGINES ARE FOUND IN THE WAY THESE COMPONENTS INTERACT WITH EACH OTHER AND EXECUTE THEIR OWN FUNCTION 5NDERSTANDING THE DIFFERENCES BETWEEN THESE FUNCTIONAL UNITS WILL BE HELPFUL WHEN HAVING CONVERSATIONS ON THIS SUBJECT TYING TOGETHER RESEARCH FROM OTHER SOURCES AND GRADUATING TO TOPICS BEYOND THE SCOPE OF THIS BOOK 4HE SEARCH ARCHITECTURE IN 3HARE0OINT HAS BEEN REDESIGNED FROM -/33 TO ALLOW FOR SIGNIFICANTLY GREATER SCALING 4HE COMPONENTS OF SEARCH CAN MOST SIMPLY BE GROUPED INTO THREE FUNCTIONAL COMPONENTS 4HESE INCLUDE QUERY COMPONENTS CRAWL COMPONENTS AND DATABASE COMPONENTS %ACH CAN BE SCALED SEPARATELY TO MEET THE DEMANDS OF A PARTICULAR DEPLOYMENT "EFORE UNDERSTANDING HOW TO PLAN SET UP CONFIGURE AND CUSTOMIZE SEARCH IN 303 IT IS IMPORTANT TO UNDERSTAND WHAT THESE COMPONENTS DO &IGURE PROVIDES A HIGH LEVEL OVERVIEW OF THE COMPONENTS OF SEARCH WITHIN 303 AND HOW THEY INTERACT WITH EACH OTHER &URTHER DETAILS ON THESE SERVICES WILL BE

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FOUND THROUGHOUT THIS BOOK BUT THE FOLLOWING FIGURE PROVIDES AN INITIAL CONCEPTUAL DRAWING TO ASSIST WITH UNDERSTANDING HOW EACH FUNCTION CONNECTS

&IGURE 3HARE0OINT SEARCH SERVICE ARCHITECTURE

4HE #RAWLER #RAWLING IS THE PROCESS OF GATHERING DATA FROM CONTENT SOURCES AND STORING IT IN DATABASES FOR USE BY THE QUERY SERVER 4HIS PROCESS IS THE UNDERLYING PLUMBING OF THE SEARCH ARCHITECTURE AND IS LOCATED ON THE CRAWL SERVER IN 303 4HE CRAWLER IS RESPONSIBLE FOR GATHERING STRUCTURED AND UNSTRUCTURED CONTENT TO BE INDEXED )T IS NECESSARY FOR COLLECTING ALL INFORMATION INTO A SEARCHABLE INDEX INCLUDING CONTENT IN 3HARE0OINT CONTENT ON SHARED DRIVES FROM WEB SERVICES %XCHANGE PUBLIC FOLDERS DATABASES AND NON 3HARE0OINT HOSTED APPLICATIONS 7ITHOUT A CRAWLER 3HARE0OINT WOULD NOT BE ABLE TO GATHER DATA FROM CONTENT SOURCES THE 7EB FEDERATED FARMS OTHER CONTENT MANAGEMENT SYSTEMS OR DATABASES

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3HARE0OINT S CRAWLER CAN GATHER CONTENT FROM A VARIETY OF CONTENT SOURCES )T HAS BUILT IN CAPABILITIES TO INDEX ITS OWN DOCUMENTS AS WELL AS WEB CONTENT AND CONTENT FROM DIRECTORIES )T CAN ALSO INDEX ALMOST ANY OTHER TYPE OF CONTENT )T DOES THIS THROUGH CONNECTORS AND PROTOCOL HANDLERS THAT ESSENTIALLY UNLOCK A CONTENT SOURCE TO INDEXING BY TRANSLATING THE DATA INTO SOMETHING THAT THE 3HARE0OINT CRAWLER CAN UNDERSTAND AND STORE #ONNECTORS IN 3HARE0OINT ARE MANAGED THROUGH THE "USINESS #ONNECTIVITY 3ERVICES "#3 &OR THOSE FAMILIAR WITH THE "USINESS $ATA #ATALOG "$# IN -/33 THE "#3 IS ITS REPLACEMENT 4HE "#3 PROVIDES READ WRITE ACCESS TO LINE OF BUSINESS ,/" SYSTEMS SO IT NOT ONLY MANAGES THE GATHERING OF CONTENT BUT CAN ALSO BE USED TO MANIPULATE OR CHANGE CONTENT "Y DEFAULT

3HARE0OINT S PRE INSTALLED CONNECTORS CAN MANAGE A WIDE RANGE OF CONTENT SOURCES SUCH AS ,OTUS .OTES %XCHANGE AND $OCUMENTUM #ONNECTORS SUPPORTING ACCESS TO DATABASES WEB SERVICES AND 7INDOWS #OMMUNICATION &OUNDATION 7#& CAN BE CREATED THROUGH THE "#3 WITHOUT THE NEED FOR CODE )N ADDITION TO THE PRE INSTALLED AND EASILY BUILT CONNECTORS EXTERNAL CONTENT SOURCES CAN BE ACCESSED BY WRITING A CUSTOM CONNECTOR THROUGH THE "#3 4HE "#3 IS SUCH AN IMPORTANT PART OF SEARCHING ON EXTERNAL CONTENT SOURCES THAT AN ENTIRE CHAPTER HAS BEEN DEDICATED TO IT 0LEASE SEE #HAPTER FOR FULL DETAILS ON USING THE "#3 TO CRAWL AND INDEX CONTENT SOURCES )F CRAWLING AND INDEXING REQUIREMENTS ARE BEYOND THE CAPABILITIES OF CONNECTOR CREATION THROUGH THE "#3 PROTOCOL HANDLERS CAN BE CODED WITH # OR PURCHASED THROUGH THIRD PARTY VENDORS 0URCHASABLE PROTOCOL HANDLERS WILL BE DISCUSSED IN #HAPTER

BUT # CODING IS BEYOND THE SCOPE OF THIS BOOK AND WILL NOT BE DISCUSSED 3HARE0OINT CAN CRAWL INDEX AND SEARCH MORE THAN JUST DOCUMENT CONTENT SOURCES IT CAN ALSO DO THIS FOR PEOPLE 4HIS CAN ALL BE DONE ON USER PROFILES WITH CONNECTIONS TO !CTIVE $IRECTORY !$ AND -Y3ITES WHILE BEING SECURITY TRIMMED THROUGH ,IGHTWEIGHT $IRECTORY !CCESS 0ROTOCOL ,$!0 4HESE INTEGRATIONS ALLOW SEARCHING FOR PEOPLE WITH SPECIAL SKILLS DEPARTMENTS TEAMS OR ANY OTHER DATA THAT MAY BE ASSOCIATED WITH AN EMPLOYEE 4HE ,$!0 SECURITY ALSO INSURES THAT ONLY USERS WITH THE APPROPRIATE PERMISSIONS CAN RETURN SENSITIVE INFORMATION SUCH AS ADDRESSES PHONE NUMBERS AND SOCIAL SECURITY NUMBERS -ORE INFORMATION ABOUT CRAWLING AND INDEXING THIS TYPE OF INFORMATION CAN BE FOUND IN #HAPTER

4HE )NDEXER )NDEXING IS THE PROCESS OF TURNING DATA GATHERED BY THE CRAWLER INTO LOGICAL STRUCTURED DATA THAT IS USABLE

BY A SEARCH ENGINE 4HIS PROCESS IS THE SECOND KEY COMPONENT TO ANY SEARCH ENGINE 4HE INDEXER IS RESPONSIBLE FOR MAKING SENSE OF CRAWLED DATA 4HE INDEXER ALSO COLLECTS CUSTOM METADATA MANAGES ACCESS CONTROL TO CONTAINERS AND TRIMS THE RESULTS FOR THE USER WHEN INTERFACING WITH THE SEARCH ENGINE 5NLIKE MANY OTHER ENTERPRISE SEARCH TOOLS 3HARE0OINT ALLOWS ONLY LIMITED ACCESS TO THE INDEXING CAPABILITIES -ORE DETAIL ON THE CAPABILITIES OF THE 3HARE0OINT INDEX WILL BE FOUND IN THE NEXT CHAPTER

â&#x2013; .OTE 4HIS IS ONE OF THE MAJOR DIFFERENCES BETWEEN &!34 3EARCH 3ERVER FOR 3HARE0OINT AND 3HARE0OINT

$EPENDING ON THE CONTENT BEING INDEXED I&ILTERS MAY BE NECESSARY !N I&ILTER IS A PLUG IN FOR THE 7INDOWS OPERATING SYSTEM THAT EXTRACTS THE TEXT FROM CERTAIN DOCUMENT TYPES AND MAKES A SEARCHABLE COPY OF THE FILES IN A TEMPORARY FOLDER WHICH ALLOWS THE 3HARE0OINT CRAWLER AND 7INDOWS DESKTOP SEARCH TO INDEX THE CONTENT 7ITHOUT I&ILTERS CONTENT COULD BE GATHERED INTO 3HARE0OINT BUT IT COULD

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NOT BE TRANSLATED INTO DATA THE SEARCH ENGINE UNDERSTANDS #HAPTER ADDRESSES PRE INSTALLED AND THIRD PARTY I&ILTERS IN MORE DETAIL )N MOST SEARCH SOLUTIONS ESPECIALLY ENTERPRISE SEARCH TOOLS THE CRAWLER AND INDEXER ARE SEPARATE CONTROLLABLE PROCESSES )N 3HARE0OINT -ICROSOFT HAS CONSOLIDATED THESE TWO PROCESSES INTO ONE LOGICAL COMPONENT CALLED THE INDEX ENGINE 4HIS DOES BECOME COMPLICATED HOWEVER WHEN LEARNING THE PHYSICAL SERVER ARCHITECTURE OF WHERE THESE FEATURES RESIDE 4HE CRAWLER AND INDEXER ARE MASHED TOGETHER TO CREATE AN EASIER TO MANAGE AND STREAMLINED PROCESS IN 303 !S MENTIONED IN THE LAST SECTION THE CRAWLER IS HOUSED ON THE CRAWL SERVER 4HE INDEXER FUNCTION ALSO OCCURS ON THIS SAME SERVER AND IS ESSENTIALLY TIED TO THE CRAWLER 4HESE TWO COMPONENTS TOGETHER ARE COMMONLY REFERRED TO AS THE INDEX ENGINE 4HE INDEX PARTITIONS CREATED BY THE INDEX ENGINE ARE PROPAGATED OUT TO ALL QUERY SERVERS IN THE FARMS 4HESE QUERY SERVERS ARE HOME TO THE INDEX PARTITIONS AND THE QUERY PROCESSOR DISCUSSED IN THE NEXT SECTION 5NDERSTANDING WHERE THESE DIFFERENT FUNCTIONS RESIDE IS NOT OVERLY IMPORTANT ONCE SEARCH IS SET UP BUT IT IS EXTREMELY IMPORTANT WHEN PLANNING FOR AN INITIAL IMPLEMENTATION AND MAKING CHANGES TO A FARM TO IMPROVE PERFORMANCE 4O REVIEW THE CRAWLER AND INDEXER FUNCTIONS RESIDE ON THE CRAWL SERVERS 4HE CRAWLER GATHERS DATA FROM CONTENT SOURCES THE INDEXER THEN PROCESSES AND TRANSLATES THE DATA FOR USE BY 3HARE0OINT 4HE INDEXER FUNCTION ON THE CRAWL SERVER THEN PUSHES LOGICAL SECTIONS OF THE INDEX OUT TO INDEX PARTITIONS ON QUERY SERVERS 4HESE QUERY SERVERS CAN THEN PROCESS QUERIES AGAINST THEIR PARTITION OF THE INDEX AS DISCUSSED IN THE NEXT SECTION 4HE TOPIC OF PLANNING SERVER ARCHITECTURE AND A MORE DETAILED WALKTHROUGH OF SEARCH ARCHITECTURE WILL BE FOUND IN THE NEXT CHAPTER !LTHOUGH THE DIFFERENCE BETWEEN THE SERVER LOCATION OF A COMPONENT AND THE WAY THE COMPONENTS INTERACT WITH EACH OTHER MAY BE DIFFICULT TO UNDERSTAND THIS EARLY INTO THE BOOK THESE CONCEPTS WILL BECOME CLEARER AS YOU LEARN MORE IN LATER CHAPTERS

4HE 1UERY 0ROCESSOR 4HE QUERY PROCESSOR IS THE THIRD MAJOR COMPONENT OF THE SEARCH ARCHITECTURE 4HE QUERY PROCESSOR IS THE PORTION OF THE SEARCH ARCHITECTURE THAT USERS DIRECTLY INTERFACE WITH )T IS WHAT ACCEPTS QUERIES ENTERED INTO THE SEARCH BOX TRANSLATES THEM INTO PROGRAMMATIC LOGIC DELIVERS REQUESTS TO THE INDEX ENGINE AND RETURNS RESULTS 5SERS INTERFACE WITH THE QUERY PROCESSOR EACH TIME THEY ENTER A QUERY TO THE SEARCH BOX OR SEARCH CENTER 4HE USER PROVIDES THE QUERY PROCESSOR WITH AN INSTRUCTION EACH TIME A SEARCH QUERY IS ENTERED 4HE QUERY PROCESSOR ACCEPTS THAT QUERY AND APPLIES PROGRAMMATIC LOGIC TO TRANSLATE IT INTO LOGIC THE INDEX WILL UNDERSTAND 4HE SEARCH ENGINE THEN LIAISES WITH THE SEARCH INDEX TO PULL A LIST OF SEARCH RESULTS THAT CORRESPOND TO THE USER S ENTERED QUERY 5SING A RELEVANCY ALGORITHM THE SEARCH ENGINE PRIORITIZES SEARCH RESULTS AND PRESENTS THEM BACK TO THE USER %VERY QUERY PROCESSOR WORKS IN THIS MANNER BUT EACH USES A DIFFERENT ALGORITHM FOR LIAISING WITH THE SEARCH INDEX AND PRIORITIZING RESULTS 4HIS IS WHY 3HARE0OINT 'OOGLE 3EARCH !PPLIANCE '3!

AND &!34 FOR 3HARE0OINT CAN SEARCH AGAINST THE SAME CONTENT SOURCES BUT RETURN DIFFERENT RESULTS OR RESULTS IN A DIFFERENT ORDER )N 3HARE0OINT THERE ARE WAYS TO MANIPULATE THE PRIORITY OF SEARCH RESULTS OR RELEVANCY THROUGH DOCUMENT POPULARITY IMPROVED METADATA AND NO INDEX CLASSES 4HIS TOPIC IS DISCUSSED IN DETAIL THROUGHOUT THE LATTER PORTION OF #HAPTER !S JUST MENTIONED THE QUERY PROCESSOR APPLIES A LAYER OF PROGRAMMATIC LOGIC TO QUERIES TO CREATE A SYNTAX THAT OTHER PORTIONS OF THE SEARCH ARCHITECTURE WILL UNDERSTAND )N 3HARE0OINT THESE TECHNIQUES INCLUDE WORD BREAKING "OOLEAN OPERATORS WILDCARDS AND STEMMERS 7ORD BREAKING IS THE PROCESS OF BREAKING COMPOUND WORDS INTO SEPARATE COMPONENTS "OOLEAN OPERATORS ARE USER ENTERED SYNTAX SUCH AS !.$ AS WELL AS /2 WHICH MANIPULATE THE WAY MULTIPLE TERMS IN A QUERY ARE HANDLED 4HE WILDCARD OPERATOR DENOTED BY THE CHARACTER

ALLOWS FOR THE TAIL OF A SEARCH TERM TO BE UNFIXED !N EXAMPLE OF THE USE OF A WILDCARD IS THAT ENTERING 3HAR WOULD RETURN RESULTS FOR 3HARE0OINT 3HARON OR 3HARK 3TEMMERS ARE SIMILAR TO WILDCARDS BUT ARE USED TO RECOGNIZE VARIATIONS ON A WORD !N EXAMPLE OF THIS VARIATION IS

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RETURNING PLANNING FOR THE ENTERED WORD PLAN &ULL DETAILS ON QUERY SYNTAX INCLUDING A CHART OF AVAILABLE SYNTAX CAN BE FOUND IN #HAPTER )N THE 3HARE0OINT ARCHITECTURE THE QUERY PROCESSOR IS LOCATED ON THE QUERY SERVER 3INCE USER ENTERED QUERIES ARE HANDED DIRECTLY TO THE INDEX THIS IS THE LOGICAL LOCATION FOR BOTH THE INDEXER AND SEARCH ENGINE TO RESIDE "Y LOCATING BOTH WITHIN THE SAME ARCHITECTURAL UNIT 3HARE0OINT DECREASES THE TIME IT TAKES FOR A QUERY TO PASS TO THE INDEX AND FOR THE INDEX TO HAND RESULTS BACK TO THE SEARCH ENGINE )NTERACTIONS WITH THE QUERY PROCESSOR OCCUR THROUGH USER INTERFACES CALLED 7EB 0ARTS LOCATED ON THE WEB SERVER 4HE SPECIFICS OF THIS ARCHITECTURE ARE DISCUSSED IN DETAIL IN THE NEXT CHAPTER

â&#x2013; .OTE !LTHOUGH THE QUERY PROCESSOR IS A KEY COMPONENT OF SEARCH AND MUST EXIST FOR SEARCH TO FUNCTION THERE IS VERY LITTLE IF ANY OFFICIAL -ICROSOFT LITERATURE ABOUT THE COMPONENT 4HIS IS BECAUSE UNLIKE SOME SEARCH TOOLS THE 303 SEARCH ENGINE IS FIXED AND UNABLE TO BE DIRECTLY MANIPULATED BY DEVELOPERS WITHOUT ADVANCED KNOWLEDGE OF THE INTERIOR WORKINGS OF 3HARE0OINT !S A RESULT A FORMAL TITLE FOR THIS COMPONENT IS NOT WELL ESTABLISHED )N OTHER LITERATURE BLOGS AND PUBLIC FORUMS THIS COMPONENT MAY BE REFERRED TO BY DIFFERENT NAMES SUCH AS QUERY ENGINE OR SEARCH ENGINE 4HROUGHOUT THIS BOOK WE WILL REMAIN CONSISTENT BY USING THE TERM QUERY PROCESSOR

4HE $ATABASES 4HE FOURTH AND FINAL COMPONENTS OF THE SEARCH INFRASTRUCTURE ARE DATABASES !LMOST ALL DATA IN 3HARE0OINT IS STORED IN 31, DATABASE INSTANCES )N REGARDS TO SEARCH DATABASES ARE USED TO STORE A WIDE RANGE OF INFORMATION SUCH AS CRAWLED AND INDEXED CONTENT PROPERTIES USER PERMISSIONS ANALYSIS REPORTS FAVORITE DOCUMENTS AND ADMINISTRATIVE SETTINGS 7HEN THE CRAWLER ACCESSES A CONTENT SOURCE AND BRINGS DATA INTO 3HARE0OINT IT PLACES THAT CONTENT INTO ONE OR MORE DATABASES )N ADDITION ALL OF THE DATA THAT ADMINISTRATORS AND USERS ADD TO 3HARE0OINT THROUGH ACTIVE ACTIONS SUCH AS ADDING METADATA

OR PASSIVE ACTIONS SUCH AS LOGS CREATED FROM PORTAL USAGE IS ALSO STORED IN 31, DATABASES 4HERE ARE THREE PRIMARY 31, DATABASES NECESSARY TO RUN THE SEARCH SERVICE IN 303 #RAWL DATABASES MANAGE CRAWL OPERATIONS AND STORE THE CRAWL HISTORY %ACH CRAWL DATABASE CAN HAVE ONE OR MORE CRAWLERS FEEDING IT IN WHICH CASE EACH CRAWLER CAN ATTEND TO DIFFERENT CONTENT 4HE DATABASE BOTH DRIVES THE CRAWL AND STORES THE RETURNED CONTENT &OR THOSE FAMILIAR WITH THE DATABASE ARCHITECTURE OF -/33 THIS DATABASE REPLACES THE 3EARCH DATABASE 0ROPERTY DATABASES STORE THE PROPERTIES METADATA FOR CRAWLED DATA 4HIS STRUCTURED INFORMATION IS USED BY THE INDEX TO ORGANIZE FILES INDICATE NECESSARY PERMISSIONS AND CONTROL RELEVANCY 4HE 3EARCH !DMIN DATABASE STORES THE SEARCH CONFIGURATION DATA AND ACCESS CONTROL LIST !#, FOR CRAWLED CONTENT 5NLIKE OTHER DATABASES ONLY ONE 3EARCH !DMIN DATABASE IS ALLOWED OR NECESSARY PER 3EARCH SERVICE APPLICATION &OR THOSE FAMILIAR WITH -/33 THIS IS THE REPLACEMENT FOR THE 3HARED 3ERVICES 0ROVIDER 330 DATABASE

#(!04%2 â&#x2013; /6%26)%7 /& 3(!2%0/).4 3%!2#(

&OR ANY 3HARE0OINT ENVIRONMENT THERE WILL BE A NUMBER OF VARIOUS DATABASES DEPENDING ON FACTORS SUCH AS HOW CONTENT IS STRUCTURED THE NUMBER OF CRAWLERS PULLING FROM CONTENT SOURCES THE TYPES OF ANALYTICS STORED FOR BUSINESS INTELLIGENCE AND SECURITY TRIMMING /THER DATABASES THAT MAY BE ENCOUNTERED INCLUDE 3TAGING AND 2EPORTING DATABASES FOR ANALYTICS OR ,OGGING DATABASES FOR DIAGNOSTICS #HAPTER WILL DISCUSS PLANNING FOR DATABASES IN SIGNIFICANTLY MORE DETAIL

-ULTILINGUAL 3UPPORT 3HARE0OINT SUPPORTS OVER LANGUAGES TO CATER TO THE GLOBAL USAGE OF -ICROSOFT 3HARE0OINT PRODUCT LINES 4HE FULL EXTENTS OF SUPPORTED LANGUAGES ARE NOT HOWEVER AUTOMATICALLY INSTALLED WHEN 3HARE0OINT IS DEPLOYED &OR ADDITIONAL LANGUAGE SUPPORT LANGUAGE PACKS ARE MADE AVAILABLE THROUGH -ICROSOFT AND ARE AVAILABLE FOR FREE DOWNLOAD 3HARE0OINT 3ERVER 3EARCH 3ERVER 3EARCH 3ERVER %XPRESS

AND &!34 3EARCH 3ERVER FOR 303 ALL USE THE SAME LANGUAGE PACKS TO PROVIDE CONSISTENCY BETWEEN SOLUTIONS -ULTIPLE LANGUAGE PACKS CAN ALSO BE INSTALLED ON THE SAME SERVER WITHOUT CHANGING THE UNDERLYING LANGUAGE OF THE -ICROSOFT 3ERVER PRODUCT 4HIS ALLOWS MULTINATIONAL DEPLOYMENTS TO USE ONE FARM TO HOST A LARGE GEOGRAPHY ,ANGUAGE PACKS CONTAIN LANGUAGE SPECIFIC SITE TEMPLATES 4HESE TEMPLATES ALLOW ADMINISTRATORS TO CREATE SITES BASED ON A SPECIFIC LANGUAGE 7ITHOUT THESE LANGUAGE PACKS SITES IN LANGUAGES OTHER THAN THOSE ALLOWED IN THE INSTALLED PRODUCT WOULD BE IMPROPERLY DISPLAYED )T IS ALSO IMPORTANT TO NOTE THAT LANGUAGE PACKS DO NOT TRANSLATE AN EXISTING SITE OR SITE COLLECTION THEY SIMPLY ALLOW ADMINISTRATORS TO BUILD NEW SITES OR SITE COLLECTIONS IN A DIFFERENT LANGUAGE &OR SEARCH THESE LANGUAGE PACKS ARE VITAL FOR WORD BREAKING AND STEMMING TO OPERATE CORRECTLY "Y APPLYING A LANGUAGE PACK ONE SEARCH INTERFACE CAN BE USED TO SEARCH AGAINST MULTILINGUAL CONTENT WHILE SIMULTANEOUSLY RECOGNIZING THE LANGUAGE BEING ENTERED IN THE SEARCH BOX 7ITHOUT LANGUAGE PACKS WORD BREAKS WOULD NOT BE INSERTED IN LOGICAL POSITIONS A CORRELATION WOULD NOT BE ABLE TO BE MADE BETWEEN A SEARCHED TERM AND ITS VARIOUS STEMS AND THE 3HARE0OINT SEARCH ENGINE WOULD BE UNABLE TO PROPERLY TRANSLATE A QUERY INTO A STRUCTURED PRESENTATION FOR THE INDEX -ICROSOFT IS CONTINUING TO SUPPORT ADDITIONAL LANGUAGES TO INCREASE THE ABILITY FOR GLOBAL COMPANIES TO ADOPT 3HARE0OINT 4HE LIST OF SUPPORTED LANGUAGES AT THE TIME THIS BOOK IS PUBLISHED AND THEIR ,ANGUAGE )$S CAN BE FOUND IN 4ABLE ,ANGUAGE PACKS ARE AVAILABLE THROUGH -ICROSOFT FOR DOWNLOAD 4ABLE 3HARE0OINT 3UPPORTED ,ANGUAGES

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)TALIAN

*APANESE

"ASQUE

"ULGARIAN

+AZAKH

#ATALAN

+OREAN

,ATVIAN

,ITHUANIAN

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#(!04%2 â&#x2013; /6%26)%7 /& 3(!2%0/).4 3%!2#(

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3CALING 4HE QUERY SERVER CRAWL SERVER AND DATABASE SERVER FUNCTIONS IN 3HARE0OINT ARE EXTREMELY SCALABLE 4HESE FUNCTIONS CAN ALL BE GROUPED ONTO A SINGLE PHYSICAL SERVER IN SMALL DEPLOYMENTS OR SPREAD ACROSS SEVERAL DIFFERENT PHYSICAL SERVERS AS NECESSARY TO CATER TO PERFORMANCE AVAILABILITY BANDWIDTH AND SECURITY NEEDS 4HERE ARE TWO KEY CONCEPTS OF SCALING THAT NEED TO BE UNDERSTOOD BEFORE CONSIDERING THE IMPLICATIONS OF PHYSICAL SERVER CONFIGURATIONS 4HESE CONCEPTS ARE SCALING UP AND SCALING OUT EACH OF WHICH HAS DISTINCT EFFECTS ON A SEARCH DEPLOYMENT 3CALING OUT IS THE CONCEPT OF ADDING MORE HARDWARE AND SOFTWARE RESOURCES TO INCREASE PERFORMANCE AVAILABILITY AND REDUNDANCY 3CALING OUT IS DONE TO HANDLE MORE SERVICES SITES

APPLICATIONS AND QUERIES )T IS ALSO DONE TO ACHIEVE REDUNDANCY WHICH RESULTS IN INCREASED AVAILABILITY !VAILABILITY REFERS TO THE ABILITY OR INABILITY OF A SYSTEM TO RESPOND PREDICTABLY TO REQUESTS 4HE RESULT OF FAILURES IN AVAILABILITY IS DOWNTIME WHICH DEPENDING ON THE SEVERITY MEANS THE INABILITY FOR USERS TO PROPERLY LEVERAGE A 3HARE0OINT DEPLOYMENT "Y SCALING OUT THERE ARE GREATER INSURANCES AGAINST DOWNTIME BUT INCREASED LICENSE COSTS AND HARDWARE COSTS WILL BE INCURRED

#(!04%2 â&#x2013; /6%26)%7 /& 3(!2%0/).4 3%!2#(

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3CALING UP IS THE CONCEPT OF IMPROVING EACH SERVER BY ADDING MORE PROCESSORS MEMORY STORAGE

AND FASTER DISKS TO HANDLE A LARGER WORKLOAD 3CALING UP ALLOWS FOR EACH SERVER TO PERFORM A GIVEN TASK FASTER !DDING A FASTER QUERY SERVER FOR EXAMPLE ALLOWS FOR EACH QUERY ENTERED BY A USER TO BE ACCEPTED AND RESULTS RETURNED FASTER !DDING A FASTER CRAWL SERVER IMPROVES CRAWL SPEED AND ADDING MORE STORAGE SPACE TO A DATABASE SERVER ALLOWS FOR RETENTION OF MORE CONTENT AND METADATA FROM CRAWLED CONTENT SOURCES 3EARCH IN 3HARE0OINT IS SIGNIFICANTLY MORE SCALABLE THAN IN PREVIOUS VERSIONS OF 3HARE0OINT 5NLIKE -/33 WHICH ALLOWED ONLY ONE CRAWL SERVER PER FARM YOU CAN NOW DEPLOY MULTIPLE CRAWL SERVERS TO INCREASE INDEXING SPEED )N ADDITION TO REDUNDANT CRAWL SERVERS MULTIPLE QUERY SERVERS AND DATABASE SERVERS CAN ALSO BE DEPLOYED IN ONE FARM 'REATER FLEXIBILITY IN BOTH SCALING UP AND SCALING OUT IS WHAT DRIVES 3HARE0OINT S ABILITY TO CRAWL MORE CONTENT STORE MORE DATA AND EXECUTE QUERIES FASTER THAN -/33 "EFORE DEPLOYING 3HARE0OINT THE PHYSICAL SERVER ARCHITECTURE SHOULD BE CAREFULLY CONSIDERED 4HE RESULTS OF THIS DECISION WILL GREATLY AFFECT THE PERFORMANCE OF A SEARCH DEPLOYMENT BUT IT WILL ALSO DRASTICALLY SWAY HARDWARE COSTS LICENSING COSTS DEPLOYMENT TIME AND MAINTENANCE COSTS 0LANS FOR FUTURE GROWTH OF A 3HARE0OINT DEPLOYMENT AS WELL AS LIMITATIONS OF THE SOFTWARE SHOULD ALSO BE TAKEN INTO ACCOUNT WHEN PLANNING THE APPROPRIATE ARCHITECTURE ! FULL REVIEW OF THE CONSIDERATIONS THAT SHOULD GO INTO PLANNING SEARCH ARCHITECTURE CAN BE FOUND IN #HAPTER

%XTENSIBILITY 3HARE0OINT IS NOT LIMITED TO THE FEATURES AND FUNCTIONS AVAILABLE OUT OF THE BOX 7ITH THE RIGHT SKILLSET THERE IS A GREAT DEAL OF FLEXIBILITY THAT RANGES FROM BASIC CUSTOMIZATION SUCH AS DIFFERENT SITE TEMPLATES TO ADVANCED CONCEPTS SUCH AS CUSTOM WORKFLOWS SEARCH NAVIGATION AND CRAWLER CONNECTIVITY 4HE FACT THAT FUNCTIONALITY IS NOT IMMEDIATELY APPARENT DOESN T MEAN IT CANNOT BE ADDED TO A 3HARE0OINT FARM 4HE BULK OF THIS BOOK FOCUSES ON WHAT CAN BE DONE WITH 3HARE0OINT OUT OF THE BOX WITHOUT ADDITIONAL DEVELOPMENT OR THIRD PARTY RESOURCES )T IS HOWEVER IMPORTANT TO UNDERSTAND THAT 3HARE0OINT IS JUST THE BACKBONE PLATFORM AND BUILDING BLOCKS 303 IS JUST THE #HRISTMAS TREE WITHOUT LIGHTS OR DECORATIONS 4O GET THE LEVERAGE OF THE FULL POTENTIAL OF 3HARE0OINT IT MAY BE NECESSARY TO DIVE INTO MORE ADVANCED FUNCTIONALITY BY DOING CUSTOM DEVELOPMENT IMPLEMENTING FREEWARE 7EB 0ARTS OR PURCHASING A VENDED SOLUTION 4HE LATTER PORTIONS OF THIS BOOK WILL DISCUSS MORE ADVANCED TOPICS OF EXTENSIBILITY #HAPTER PROVIDES THE BASICS FOR CUSTOMIZING THE LOOK AND FEEL OF THE SEARCH INTERFACE THROUGH MASTER PAGES #33

83,4S AND 7EB 0ART 8-, CUSTOMIZATION #HAPTER FOCUSES ON HOW TO USE THE "USINESS #ONNECTIVITY 3ERVICES "#3 WHICH IS INCLUDED WITH ALL 3HARE0OINT PRODUCTS TO INDEX CUSTOM CONTENT AND BUILD CUSTOM CONNECTORS &INALLY #HAPTER PROVIDES AN OVERVIEW OF VENDED PRODUCTS SUCH AS CUSTOM 7EB 0ARTS AND I&ILTERS WHICH EXTEND THE SEARCH CAPABILITIES OF 3HARE0OINT

3UMMARY 4HE FIRST HALF OF THIS CHAPTER OUTLINED THE FOCUS OF THIS BOOK EXPLORED THE BACKGROUND HISTORY OF -ICROSOFT 3HARE0OINT 3ERVER AND PROVIDED A BRIEF OVERVIEW OF THE OTHER PRODUCTS IN THE 3HARE0OINT SEARCH CATALOG 4HE SECOND HALF OF THIS CHAPTER PROVIDED AN INTRODUCTION TO THE KEY CONCEPTS AND ARCHITECTURAL COMPONENTS THAT WILL BE FOCUSED ON THROUGHOUT THIS BOOK 4HESE SECTIONS ARE VITAL FOR BUILDING THE BASICS FOR THE MORE ADVANCED SUBJECTS DISCUSSED THROUGHOUT THE READINGS 4HE REST OF THIS BOOK WILL TAKE AN IN DEPTH DIVE INTO THE KEY TOPICS NECESSARY TO PLAN SET UP CONFIGURE CUSTOMIZE AND EXTEND SEARCH WITHIN -ICROSOFT 3HARE0OINT

CHAPTER 2

â&#x2013; â&#x2013; â&#x2013;

Planning Your Search Deployment !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

%STIMATE CONTENT SIZE AND IDENTIFY FACTORS THAT WILL INFLUENCE CRAWL TIMES

v

$ETERMINE HOW MUCH STORAGE SPACE YOU WILL NEED TO ALLOCATE TO SEARCH

v

0LAN FOR AN INITIAL DEPLOYMENT OF 3HARE0OINT 3EARCH

v

!NTICIPATE PERFORMANCE ISSUES

v

3CALE FOR SEARCH PERFORMANCE

v

5NDERSTAND AVAILABILITY AND PLAN TO AVOID DOWNTIME

v

0ROVISION SEARCH WITH 7INDOWS 0OWER3HELL

-ICROSOFT 3HARE0OINT 3ERVER IS SIGNIFICANTLY MORE ADVANCED THAN PREVIOUS VERSIONS OF THE 3HARE0OINT PLATFORM &EW AREAS WERE GIVEN MORE ATTENTION THAN THE STRUCTURE OF THE SEARCH COMPONENTS 4HIS RE STRUCTURING HAS MADE THE SEARCH PIECE OF 3HARE0OINT VASTLY MORE SCALABLE AND ROBUST FOR LARGE AND SMALL SCALE DEPLOYMENTS ALIKE 7ITH THESE CHANGES HOWEVER COME ADDED COMPLEXITY AND THE NEED FOR MORE THOUGHTFUL CONSIDERATION WHEN PLANNING A 3HARE0OINT 3EARCH DEPLOYMENT 7HEN DETERMINING PLANNING STRATEGIES FOR DEPLOYING 3HARE0OINT 3EARCH IT IS WISE TO CONSIDER THE ARCHITECTURAL AND BUSINESS ENVIRONMENT AS WELL AS THE AVAILABLE BUDGET AND AVAILABILITY OF HARDWARE AND REQUIRED SOFTWARE 7HAT SHOULD BE INDEXED AND WHAT SHOULD BE DELIVERED TO THE USERS ARE ESSENTIAL AREAS TO CONSIDER BEFORE STARTING A DEPLOYMENT 4HE SIMPLEST MODEL AND THE MOST COMMON FOR DEVELOPMENT AND TESTING PURPOSES IS TO INSTALL ALL THE SEARCH COMPONENTS INCLUDING THE DATABASE COMPONENTS ON A SINGLE SERVER "UT MOST COMPANIES WILL WANT TO CONSIDER SEPARATING SEARCH AT LEAST IN PART FROM THEIR BASE 3HARE0OINT DEPLOYMENT -OST IMPLEMENTATIONS WILL NATURALLY START WITH A SINGLE SERVER WITH COMBINED CRAWL AND QUERY ROLES IN ADDITION TO THE WEB SERVERS AND DATABASE SERVERS ALREADY IN THE FARM AND THEN CONSIDER SCALING OUT AS SEARCH PERFORMANCE IS IDENTIFIED AS PROBLEMATIC 4HE ADMINISTRATOR SHOULD ALWAYS BE WARY OF THE FACT THAT PERFORMANCE ISSUES ALTHOUGH NOT OBVIOUS

CAN CAUSE FRUSTRATION AND STALLED ADOPTION OF THE PLATFORM 4HEREFORE IT IS WISE TO THINK AHEAD AND PLAN FOR HIGH AVAILABILITY WHEN AT ALL POSSIBLE 3OME ORGANIZATIONS CAN TOLERATE SLOWER RESPONSE TIMES AS SEARCH MAY NOT BE CONSIDERED A CRITICAL BUSINESS TOOL (OWEVER IT IS A BEST PRACTICE THAT THE TIME IT TAKES FROM ENTERING A SEARCH TERM TO THE MOMENT THE RESULT PAGE IS FINISHED RENDERING SHOULD BE NO MORE THAN ONE SECOND /F COURSE THERE ARE MANY FACTORS THAT MAY DETERMINE THE RESULT PAGE RENDERING TIME

INCLUDING CUSTOM 7EB 0ARTS AND DESIGN ELEMENTS THAT ARE NOT DIRECTLY RELATED TO SEARCH (OWEVER IF AT ALL POSSIBLE CARE SHOULD BE TAKEN TO LIMIT THE AMOUNT OF TIME FOR ANY 3HARE0OINT PAGE TO BE RETURNED

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!DMINISTRATORS SHOULD OPTIMALLY TARGET ALL LATENCY TO SUB SECOND LEVELS 0OORLY PERFORMING SEARCH IN 3HARE0OINT OFTEN GIVES RISE TO QUESTIONS SUCH AS h7HY DOES IT TAKE FIVE SECONDS TO SEARCH IN OUR OWN SYSTEMS WHEN ) CAN GET RESULTS FROM THE )NTERNET IN LESS THAN A SECOND v /UTLINED IN THIS CHAPTER ARE THE CORE COMPONENTS OF 3HARE0OINT 3EARCH AND CONSIDERATIONS THAT SHOULD BE TAKEN INTO ACCOUNT WHEN PLANNING A DEPLOYMENT %ACH COMPONENT AND ITS UNIQUE ROLE ARE DESCRIBED AND HOW THEY CAN WORK INDEPENDENTLY OR TOGETHER IS ADDRESSED (ARDWARE AND SOFTWARE REQUIREMENTS ARE BRIEFLY OUTLINED AND REFERENCES TO MORE INFORMATION GIVEN &INALLY SCALING AND REDUNDANCY BEST PRACTICES ARE DISCUSSED

3HARE0OINT #OMPONENTS 3HARE0OINT HAS A NUMBER OF PERFORMANCE AND REDUNDANCY FEATURES 4HE SEARCH CAPABILITIES HAVE BEEN REDESIGNED TO ALLOW FOR A BROADER ABILITY TO SCALE AND MORE POINTS FOR REDUNDANCY 4HE NEW ARCHITECTURE FOR 3HARE0OINT PROVIDES A MORE COMPARTMENTALIZED APPROACH TO SEARCH

BY DIVIDING THE TASKS THAT THE SEARCH MECHANISM PERFORMS INTO DIFFERENT ROLES THAT CAN ALSO BE SPREAD OUT ACROSS PHYSICAL OR VIRTUAL SERVERS AS WELL AS FURTHER DIVISIONS WITHIN THESE ROLES 4HE FOUR SERVER ROLES FOR SEARCH ARE AS FOLLOWS v

7EB SERVER ROLE

v

1UERY SERVER ROLE

v

#RAWL SERVER ROLE

v

$ATABASE SERVER ROLE

4HE QUERY SERVER AND CRAWL SERVER ROLES ARE UNIQUE TO THE SEARCH COMPONENT WHEREAS THE WEB SERVER AND DATABASE SERVER ROLES CAN BE UTILIZED BY AND ARE NECESSARY FOR OTHER COMPONENTS OF 3HARE0OINT

7EB 3ERVER 2OLE 3ERVERS HOSTING THE WEB SERVER ROLE HOST THE WEB COMPONENTS OF 3HARE0OINT THAT PROVIDE THE USER INTERFACE FOR SEARCHING 4HESE COMPONENTS SUCH AS SEARCH CENTER SITES 7EB 0ARTS AND WEB PAGES THAT HOST QUERY BOXES AND RESULT PAGES ARE DELIVERED FROM SERVERS WITH THE WEB SERVER ROLE TO THE END USERS 4HESE COMPONENTS SEND REQUESTS TO SERVERS HOSTING THE QUERY SERVER ROLE AND RECEIVE AND DISPLAY THE RESULT SET -ORE DETAILS ON CUSTOMIZING THE SEARCH COMPONENTS THAT RESIDE ON THE PAGES HOSTED BY THE WEB SERVER ROLE ARE DISCUSSED IN #HAPTERS AND 4HE WEB SERVER ROLE MAY NOT BE NECESSARY IN 3HARE0OINT FARMS THAT ARE DEDICATED FOR SEARCH AS OTHER FARMS THAT ARE UTILIZING THE SEARCH FARM WILL HANDLE THIS ROLE AND COMMUNICATE WITH THE SEARCH FARM DIRECTLY FROM THEIR WEB SERVERS 4HE WEB SERVER ROLE IS OFTEN COMBINED IN SMALLER DEPLOYMENTS WITH WEB SERVERS SERVING CONTENT OR WITH OTHER SEARCH SERVER ROLES

1UERY 3ERVER 2OLE 4HE QUERY SERVER ROLE SERVES RESULTS TO WEB SERVERS 1UERY SERVERS RECEIVE REQUESTS FROM SERVERS WITH THE WEB SERVER ROLE AND FORWARD THESE REQUESTS TO ALL SERVERS IN A FARM WITH THE QUERY SERVER ROLE 4HEY THEN PROCESS THE QUERY AGAINST ALL INDEX PARTITIONS AND RETURN THEIR RESULTS TO THE REQUESTING SERVER WHICH THEN FORWARDS THE RESULTS TO THE REQUESTING WEB SERVER

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/N EACH QUERY SERVER THERE IS A QUERY PROCESSOR WHICH TRIMS THE RESULT SET FOR SECURITY DETECTS DUPLICATES AND ASSIGNS THE APPROPRIATE ASSOCIATED PROPERTIES TO EACH RESULT FROM THE PROPERTY STORE !NY 3HARE0OINT FARM PROVIDING SEARCH MUST HAVE AT LEAST ONE SERVER HOSTING THE QUERY SERVER ROLE (OWEVER A FARM MAY CALL SEARCH FROM ANOTHER FARM AND THEREFORE NOT NEED THE QUERY SERVER ROLE 4HE QUERY SERVER ROLE LIKE OTHER APPLICATION ROLES IN 3HARE0OINT CAN BE HOSTED ON A SERVER WITH OTHER APPLICATION SERVER ROLES 4HIS MAKES 3HARE0OINT VERY VERSATILE BUT MAY CAUSE CONFUSION WHEN PLANNING RESOURCE USAGE (AVING ALL SERVERS PROVIDE ALL ROLES IS NOT OPTIMAL RESOURCE USAGE AS SOME DEMANDING ROLES MAY CAUSE OTHER ROLES TO PERFORM POORLY #AUTION AND CONSIDERATION REGARDING THE ROLE AND DEMAND OF EACH SERVER AND EACH TASK ARE THEREFORE ADVISED 4HE QUERY SERVER HOLDS THE INDEX ON ITS FILE STRUCTURE OR A FILE STRUCTURE RELATIVE TO IT ! QUERY SERVER CAN HOST EITHER THE ENTIRE INDEX OR INDEX PARTITIONSÂ&#x2C6;SECTIONS OF THE INDEX THAT CAN BE ASSIGNED TO DIFFERENT QUERY SERVERS BY THE ADMINISTRATOR FOR LOAD PERFORMANCE AND REDUNDANCY )NDEX PARTITIONS MAY BE DUPLICATED ON A NUMBER OF SERVERS WITH THE QUERY SERVER ROLE TO PROVIDE REDUNDANCY !DDING QUERY SERVERS WITH THE INDEX PARTITIONED ACROSS THOSE QUERY SERVERS WILL ALSO INCREASE SEARCH QUERY PERFORMANCE AND REDUCE RESULT LATENCY

)NDEX 0ARTITIONS !N INDEX PARTITION IS A PORTION OF THE ENTIRE SEARCH INDEX -ICROSOFT HAS DESIGNED THE INDEX TO BE BROKEN INTO LOGICAL SECTIONS THAT CAN BE DISTRIBUTED AND MIRRORED ACROSS QUERY SERVERS 'ENERALLY INDEX PARTITIONS ARE SPREAD ACROSS SERVERS AND REPRESENT AN EQUAL AMOUNT OF CRAWLED DATA )NDEXES MAY ALSO BE PARTITIONED ON A SINGLE SERVER 4HEY CAN ALSO BE MIRRORED ON ANOTHER SERVER OR SET OF SERVERS TO PROVIDE REDUNDANCY )MAGINE FOR EXAMPLE THAT A 3HARE0OINT FARM HAS '" OF CRAWLED DATA AND THREE QUERY SERVERS %ACH QUERY SERVER CAN HOLD A SINGLE INDEX PARTITION REPRESENTING '" OF CRAWLED DATA 1UERY SPEED IS INCREASED BECAUSE THE LOAD OF SEARCHING THE INDEX IS DISTRIBUTED OVER SERVERS AND DIVIDED BY THREE 4HE QUERY SERVERS TAKE TIME TO LOOK INTO THE INDEX FOR ANY GIVEN QUERY AND THEREFORE SEARCHING IN SMALLER PARTITIONS ACROSS MULTIPLE SERVERS IS SUBSTANTIALLY MORE PERFORMANT !N ADDITIONAL MIRROR OF EACH PARTITION CAN ALSO BE ADDED TO EACH QUERY SERVER TO INSURE REDUNDANCY 3HOULD ANY ONE QUERY SERVER FAIL

THE REMAINING QUERY SERVERS STILL HAVE ALL PORTIONS OF THE INDEX AND CAN CONTINUE TO SERVE RESULTS 3EE &IGURE

&IGURE 4HREE QUERY SERVERS WITH MIRRORED PARTITIONS

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#RAWL 3ERVER 2OLE 4HE CRAWL SERVER ROLE IS RESPONSIBLE FOR CRAWLING CONTENT 4HIS CRAWLING MECHANISM IS SIMILAR TO OTHER WEB CRAWLING TECHNOLOGIES EXCEPT THAT IT IS SPECIFICALLY DESIGNED TO CRAWL AND INDEX 3HARE0OINT CONTENT

INCLUDING USER PROFILES FROM A DIRECTORY ASSOCIATED DOCUMENT METADATA CUSTOM PROPERTIES FILE SHARES

%XCHANGE PUBLIC FOLDERS WEB CONTENT AND DATABASE AND CUSTOM CONTENT THROUGH THE "3# AS WELL AS CONTENT VIA I&ILTERS AND PROTOCOL HANDLERS 4HE CRAWL SERVERS HOST THE CRAWLER COMPONENTS AND LIKE THE QUERY SERVER ROLE AT LEAST ONE SERVER IN A 3HARE0OINT FARM PROVIDING SEARCH MUST HOST THE CRAWL SERVER ROLE #RAWLERS ON THE CRAWL SERVERS ARE ASSOCIATED WITH CRAWL DATABASES %ACH CRAWLER IS ASSOCIATED WITH ONE CRAWL DATABASE )T IS RECOMMENDED THAT THE 3EARCH !DMINISTRATION COMPONENT ALSO BE HOSTED ON THE SERVER WITH THE CRAWL SERVER ROLE (OWEVER IT CAN BE HOSTED ON ANY SERVER IN THE FARM 3HARE0OINT HOSTS ONLY A SINGLE 3EARCH !DMINISTRATION COMPONENT PER 3EARCH SERVICE APPLICATION

â&#x2013; .OTE 5NTIL SOMETIME IN THE MIDDLE OF THE CRAWL SERVER IN 3HARE0OINT WAS KNOWN AS THE INDEX SERVER )N .OVEMBER -ICROSOFT UPDATED 3HARE0OINT DOCUMENTATION CHANGING THE NAME TO CRAWL SERVER (OWEVER MANY BLOG POSTS AND REFERENCES TO 3HARE0OINT USE THE TERM INDEX SERVER TO REFER TO WHAT WE CALL THE CRAWL SERVER IN THIS BOOK 7E AS SEARCH ENGINE PROFESSIONALS BELIEVE THE TERM CRAWL SERVER IS MUCH MORE APPROPRIATE FOR WHAT THE SERVER S ROLE ACTUALLY IS AND OBVIOUSLY -ICROSOFT CAME TO THINK SO AS WELL !DMINISTRATORS SHOULD JUST BE AWARE THAT THE CRAWL SERVER AND INDEX SERVER ARE THE SAME IN 3HARE0OINT AND THE ACTUAL INDEX LIVES ON THE QUERY SERVER

3EARCH 3ERVICE !PPLICATION 33!

3HARE0OINT HAS ITS CORE SERVICES BROKEN INTO SERVICE APPLICATIONS 4HESE APPLICATIONS WHICH DELIVER MUCH OF THE FUNCTIONALITY OF 3HARE0OINT ARE SEPARATED TO PROVIDE GRANULARITY AND SCALABILITY WHEN MANAGING MANY OF THE DIFFERENT FEATURES AVAILABLE IN 3HARE0OINT 4HESE SERVICES INCLUDE BUT ARE NOT LIMITED TO THE 5SER 0ROFILE SERVICE THE "USINESS $ATA #ONNECTIVITY SERVICE THE -ANAGED -ETADATA SERVICE AND THE 3EARCH SERVICE AMONG OTHERS !DDITIONALLY THIRD PARTY VENDORS OR SOLUTION PROVIDERS COULD PROVIDE CUSTOM SERVICE APPLICATIONS THAT PLUG INTO 3HARE0OINT ALTHOUGH AT THE TIME OF WRITING THERE WERE NOT ANY GOOD EXAMPLES OF A THIRD PARTY SERVICE APPLICATION 4HE 3EARCH SERVICE APPLICATION IS THE SERVICE APPLICATION THAT IS RESPONSIBLE FOR THE SEARCH ENGINE )T MANAGES THE CRAWLER AND THE INDEXES AS WELL AS ANY MODIFICATIONS TO TOPOLOGY OR SEARCH FUNCTIONALITY AT THE INDEX LEVEL

$ATABASE 3ERVER 2OLE )N A 3HARE0OINT 3EARCH DEPLOYMENT THE SEARCH DATABASES ARE HOSTED ON A SERVER WITH THE DATABASE SERVER ROLE )T IS ALSO POSSIBLE TO HOST OTHER 3HARE0OINT DATABASES ON THE SAME SERVER OR SEPARATE SEARCH AND CONTENT DATABASE ROLES 3ERVERS WITH THE DATABASE SERVER ROLE CAN BE MIRRORED OR CLUSTERED TO PROVIDE REDUNDANCY 4HERE ARE THREE TYPES OF DATABASES UTILIZED BY A 3HARE0OINT FARM PROVIDING SEARCH PROPERTY DATABASES CRAWL DATABASES AND 3EARCH !DMINISTRATION DATABASES

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!SIDE FROM DISK SIZE AND PERFORMANCE LIMITATIONS THERE ARE NO OTHER CONSIDERATIONS THAT LIMIT HOSTING OTHER DATABASES SUCH AS 3HARE0OINT CONTENT DATABASES ON A 3HARE0OINT SERVER WITH THE DATABASE SERVER ROLE v

0ROPERTY DATABASES 0ROPERTY DATABASES HOLD PROPERTY METADATA FOR CRAWLED ITEMS 4HESE PROPERTIES CAN BE CRAWLED DOCUMENT METADATA OR ASSOCIATED CUSTOM PROPERTIES FROM 3HARE0OINT

v

#RAWL DATABASES #RAWL DATABASES STORE A HISTORY OF THE CRAWL 4HEY ALSO MANAGE THE CRAWL OPERATIONS BY INDICATING START AND STOP POINTS ! SINGLE CRAWL DATABASE CAN HAVE ONE OR MORE CRAWLERS ASSOCIATED WITH IT (OWEVER A SINGLE CRAWLER CAN BE ASSOCIATED WITH ONLY ONE CRAWL DATABASE

v

3EARCH !DMINISTRATION DATABASES 3EARCH !DMINISTRATION DATABASES STORE SEARCH CONFIGURATION DATA SUCH AS SCOPES AND REFINERS AND SECURITY INFORMATION FOR THE CRAWLED CONTENT /NLY ONE 3EARCH !DMINISTRATION DATABASE IS PERMITTED PER 3EARCH SERVICE APPLICATION

%NVIRONMENT 0LANNING AND -ETRICS 7HEN PREPARING TO DEPLOY 3HARE0OINT 3EARCH THERE ARE SEVERAL AREAS OF CONSIDERATION THAT NEED TO BE ADDRESSED (OW MANY SERVERS WILL BE USED WHICH ROLES THOSE SERVERS TAKE AND HOW SERVICES ARE SPREAD ACROSS THEM ARE DEPENDENT ON HOW MUCH CONTENT THERE IS TO INDEX AND WHAT THE PERFORMANCE EXPECTATIONS ARE !NOTHER CONSIDERATION WHICH OFTEN BECOMES THE MOST CRITICAL IS HOW MUCH OF A BUDGET THE ORGANIZATION HAS TO MEET THOSE REQUIREMENTS 4HIS SECTION INTENDS TO GIVE AN IDEA OF THE FACTORS TO CONSIDER WHEN PLANNING A 3HARE0OINT 3EARCH DEPLOYMENT -ANY ADMINISTRATORS WILL NOT HAVE MANY CHOICES WHEN IT COMES TO INFRASTRUCTURE SO THEY MUST PLAN THE BEST AND MOST PERFORMANT SOLUTION WITH THE HARDWARE THEY HAVE 4HE KEY CONSIDERATIONS FOR PLANNING A DEPLOYMENT ARE AS FOLLOWS v

0ERFORMANCE 4HERE ARE TWO MAIN FACTORS FOR PERFORMANCE WHEN IT COMES TO SEARCHÂ&#x2C6;CRAWL PERFORMANCE AND QUERY PERFORMANCE #RAWL PERFORMANCE REFERS TO HOW FAST THE SEARCH CRAWLING COMPONENTS CAN COLLECT TEXT AND METADATA FROM DOCUMENTS AND STORE THEM IN THE DATABASES 1UERY PERFORMANCE REFERS TO THE SPEED AT WHICH RESULTS CAN BE RETURNED TO END USERS PERFORMING SEARCHES AND HOW THAT PERFORMANCE MAY BE AFFECTED BY QUERY COMPLEXITY AND VOLUME 3HARE0OINT HAS SEVERAL AREAS WHERE PERFORMANCE CAN BE IMPROVED BY ADJUSTING OR ADDING SEARCH OR CRAWL COMPONENTS

v

3CALABILITY /RGANIZATIONS GROW AND SHRINK AS DO THEIR KNOWLEDGE MANAGEMENT REQUIREMENTS -OST OFTEN WE ENVISION GROWTH AND PROSPERITY AND THIS WOULD CORRESPOND WITH INCREASING CONTENT IN 3HARE0OINT AND AN INCREASING LOAD ON THE SERVICES IT PROVIDES 3EARCH IS A SERVICE THAT IS GENERALLY SEEN AS INCREASING IN POPULARITY AND ADOPTION AND THEREFORE USUALLY SCALING UP OR OUT TO HANDLE DEMAND IS NECESSARY (OWEVER THE OPPOSITE MAY SOMETIMES ALSO BE A CONSIDERATION 3CALING CAN BE REQUIRED TO IMPROVE PERFORMANCE BY ADDING ADDITIONAL HARDWARE AND OR SOFTWARE COMPONENTS AS WELL AS IMPROVING AVAILABILITY

BY PROVIDING REDUNDANT SERVICES ACROSS HARDWARE !NY ENVIRONMENT SHOULD BE PLANNED SO THAT ONE CAN SCALE TO IMPROVE THESE FACTORS

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v

3ECURITY /NE OF THE MOST KEY CONCERNS OF ORGANIZATIONS IS THE PROTECTION OF DATA 3ECURITY IS OF PARAMOUNT CONCERN 3ECURITY IS A BROAD TOPIC AND WORTHY OF CAREFUL CONSIDERATION 3ECURITY CAN BE CONTROLLING ACCESS TO SERVERS FROM OUTSIDE INTRUDERS BUT IT CAN ALSO BE CONTROLLING WHICH AUTHENTICATED USERS ARE ALLOWED TO SEE PRECISELY WHAT CONTENT

v

!VAILABILITY #RITICAL BUSINESS SYSTEMS NEED TO BE AVAILABLE FOR USE $OWNTIME OF A KEY 3HARE0OINT SITE OR ITS RELATED SERVICES CAN RESULT IN HUNDREDS OR THOUSANDS OF EMPLOYEES BEING UNABLE TO PERFORM THEIR JOBS 4HIS KIND OF DOWNTIME CAN QUICKLY COST MILLIONS OF DOLLARS IN LOST PRODUCTIVITY AND UNDELIVERED GOODS OR SERVICES -AKING SERVERS REDUNDANT AND HAVING FAILOVER STRATEGIES CAN HELP MITIGATE HARDWARE AND SOFTWARE PROBLEMS THAT COULD CAUSE DOWNTIME

v

"UDGET "UDGET IS ALWAYS A KEY CONSIDERATION /RGANIZATIONS NEED TO MAKE CAREFUL CALCULATIONS ABOUT WHAT RISKS THEY ARE WILLING TO TAKE TO REDUCE COSTS 3OME RISKS ARE REASONABLE WHILE OTHERS ARE NOT &OR EXAMPLE SAVING

BY NOT MAKING CRAWL SERVERS REDUNDANT COULD BE A FEASIBLE SAVINGS IF COMPANY BUSINESS IS NOT ADVERSELY AFFECTED BY NOT HAVING AN UP TO DATE INDEX FOR SEVERAL DAYS SHOULD THE CRAWL SERVERS FAIL (OWEVER HAVING EMPLOYEES NOT ABLE TO ACCESS INFORMATION FOR EVEN A DAY CAN EASILY OUTWEIGH THE SAVINGS

4HESE CONSIDERATIONS WILL BE DISCUSSED IN MORE DETAIL IN THE FOLLOWING SECTIONS &IRST IT WILL BE USEFUL TO GET AN IDEA OF THE MINIMUM HARDWARE AND SOFTWARE REQUIREMENTS THAT -ICROSOFT SETS FORTH AS WELL AS CALCULATE REQUIRED DISK SIZE FOR THE DATABASES AND UNDERSTAND THE INITIAL DEPLOYMENT OPTIONS

(ARDWARE AND 3OFTWARE 2EQUIREMENTS 3HARE0OINT S SEARCH COMPONENTS TAKE THEIR REQUIREMENTS FROM THE BASE 3HARE0OINT SERVER REQUIREMENTS WITH THE EXCEPTION THAT QUERY SERVERS SHOULD HAVE ENOUGH 2!- TO HOLD ONE THIRD OF THE ACTIVE INDEX PARTITION IN MEMORY AT ANY GIVEN TIME 4HEREFORE CARE SHOULD BE TAKEN WHEN PLANNING QUERY SERVERS AND THE SPREAD OF INDEX PARTITIONS TO ENSURE THERE IS SUFFICIENT 2!- FOR THE INDEX

(ARDWARE 2EQUIREMENTS 4HE CORE RECOMMENDATIONS FOR HARDWARE HOSTING 3HARE0OINT SEARCH ARE AS FOLLOWS v

v

!LL DEVELOPMENT AND TESTING SERVERS v

CORE #05

v

'" 2!-

v

'" SYSTEM DRIVE

!LL APPLICATION SERVERS v

CORE #05

v

'" 2!-

v

'" SYSTEM DRIVE

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v

$ATABASE SERVERS v

v

3MALL PRODUCTION DEPLOYMENTS LESS THAN MILLION DOCUMENTS v

CORE #05

v

'" 2!-

v

'" SYSTEM DRIVE

v

3UFFICIENT STORAGE SPACE FOR SEARCH DATABASES

-EDIUM TO LARGE DEPLOYMENTS MORE THAN MILLION DOCUMENTS v

CORE #05

v

'" 2!-

v

'" SYSTEM DRIVE

v

3UFFICIENT STORAGE SPACE FOR SEARCH DATABASES

â&#x2013; .OTE -ICROSOFT /FFICE 3HARE0OINT 3ERVER COULD BE RUN ON BIT SERVERS 3HARE0OINT REQUIRES BIT SERVERS "E CAREFUL THAT ALL THE SERVERS ARE BIT IF UPGRADING FROM A PREVIOUS VERSION OF 3HARE0OINT AND ALL ASSOCIATED SOFTWARE E G THIRD PARTY ADD INS IS ALSO BIT COMPATIBLE

3OFTWARE 2EQUIREMENTS -ICROSOFT HAS MADE MAJOR ADVANCEMENTS IN THE INSTALL PROCESS OF 3HARE0OINT 3HARE0OINT HAS A SURPRISINGLY FRIENDLY INSTALLER THAT CAN CHECK THE SYSTEM FOR PREREQUISITES AND INSTALL ANY MISSING REQUIRED COMPONENTS 4HIS MAKES INSTALLATION OF 3HARE0OINT FOR 3EARCH INSTALLATIONS EXTREMELY EASY 4HERE ARE SOME IMPORTANT THINGS TO NOTE HOWEVER 3HARE0OINT IS AVAILABLE ONLY FOR BIT SYSTEMS 4HIS WILL MEAN THAT ALL HARDWARE SUPPORTING THE OPERATING SYSTEM MUST BE BIT 3HARE0OINT SEARCH APPLICATION SERVERS REQUIRE ONE OF THE FOLLOWING 7INDOWS OPERATING SYSTEMS v

BIT 7INDOWS 3ERVER 2 3TANDARD %NTERPRISE $ATACENTER OR 7EB 3ERVER VERSION

v

BIT EDITION OF 7INDOWS 3ERVER WITH 3ERVICE 0ACK 3TANDARD %NTERPRISE

$ATACENTER OR 7EB 3ERVER VERSION

)F 3ERVICE 0ACK IS NOT INSTALLED 3HARE0OINT S INSTALLER WILL INSTALL IT COOL 3HARE0OINT SEARCH DATABASE SERVERS NON STAND ALONE REQUIRE ONE OF THE FOLLOWING VERSIONS OF 31, 3ERVER v

BIT EDITION OF 31, 3ERVER 2

v

BIT EDITION OF 31, 3ERVER WITH 3ERVICE 0ACK AND #UMULATIVE 5PDATE

v

BIT EDITION OF 31, 3ERVER WITH 3ERVICE 0ACK

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7HENEVER POSSIBLE IT IS RECOMMENDED TO USE THE 2 RELEASES 4HERE ARE A NUMBER OF OTHER REQUIRED SOFTWARE PACKAGES THAT THE 3HARE0OINT INSTALLER S PREPARATION TOOL WILL INSTALL AS WELL v

7EB SERVER ))3 ROLE

v

!PPLICATION SERVER ROLE

v

-ICROSOFT .%4 &RAMEWORK VERSION 30

v

31, 3ERVER %XPRESS WITH 30

v

-ICROSOFT 3YNC &RAMEWORK 2UNTIME V X

v

-ICROSOFT &ILTER 0ACK

v

-ICROSOFT #HART #ONTROLS FOR THE -ICROSOFT .%4 &RAMEWORK

v

7INDOWS 0OWER3HELL

v

31, 3ERVER .ATIVE #LIENT

v

-ICROSOFT 31, 3ERVER !NALYSIS 3ERVICES !$/-$ .%4

v

!$/ .%4 $ATA 3ERVICES 5PDATE FOR .%4 &RAMEWORK 30

v

! HOTFIX FOR THE .%4 &RAMEWORK 30 THAT PROVIDES A METHOD TO SUPPORT TOKEN AUTHENTICATION WITHOUT TRANSPORT SECURITY OR MESSAGE ENCRYPTION IN 7#&

v

7INDOWS )DENTITY &OUNDATION 7)&

â&#x2013; .OTE &OR MORE UP TO DATE INFORMATION AND MORE DETAILS VISIT -ICROSOFT 4ECH.ET S HARDWARE AND SOFTWARE REQUIREMENTS PAGE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!%!#'$ Pb_g

$ATABASE #ONSIDERATIONS $ETERMINING $ATABASE 3IZE 7HEN DETERMINING HOW MUCH DATABASE TO ALLOT FOR SEARCH IT IS IMPORTANT TO CONSIDER EACH DATABASE AND ITS PURPOSE SEPARATELY -OST SEARCH ENGINE VENDORS DATABASES TAKE BETWEEN AND OF THE TOTAL REPOSITORY SIZE FOR ALL SEARCH DATABASES !LTHOUGH A SAFE GUIDELINE IS TO ALWAYS ALLOW OF CONTENT SIZE SPACE FOR SEARCH DATABASES 3HARE0OINT S ARCHITECTURE IS MORE COMPLEX AND REQUIRES A LITTLE CLOSER CONSIDERATION -ICROSOFT GIVES SOME FORMULAE TO CALCULATE THE SEARCH DATABASE SIZE !LTHOUGH TESTS WILL PROBABLY NOT MATCH THESE CALCULATIONS THEY ARE A GOOD PLACE TO START !LSO REMEMBER THAT INDEX PARTITIONS DO NOT RESIDE IN 31, ON THE DATABASE SERVER 4HEY RESIDE ON THE FILE STRUCTURE ON OR RELATIVE TO THE QUERY SERVERS 4HEIR LOCATION CAN BE SET IN THE #ENTRAL !DMINISTRATION UNDER -ANAGE 3ERVICE !PPLICATIONS â&#x17E;¤ 3EARCH 3ERVICE !PPLICATION â&#x17E;¤ 3EARCH !DMINISTRATION â&#x17E;¤ 3EARCH !PPLICATION 4OPOLOGY â&#x17E;¤ -ODIFY 4HESE DATABASES COULD REASONABLY BE ON A HIGH PERFORMANCE DISK ARRAY OR STORAGE AREA NETWORK 3EE &IGURE

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&IGURE 4HE %DIT 1UERY #OMPONENT PAGE WITH INDEX PARTITION PATH 4HERE ARE THREE DATABASE TYPES ON THE DATABASE SERVER HELD IN 31, AN !DMINISTRATION DATABASE

CRAWL DATABASES AND PROPERTY DATABASES 4HE SERVER MAY CONTAIN MANY CRAWL AND PROPERTY DATABASES DEPENDING ON THE SIZE AND COMPLEXITY OF THE DEPLOYMENT )T IS ESSENTIAL TO ACCOUNT FOR EACH ONE -ICROSOFT GIVES THE FOLLOWING CALCULATIONS TO DETERMINE THEIR SIZES 4HE 3EARCH !DMINISTRATION DATABASE STORES ONLY SECURITY INFORMATION AND SEARCH SETTING INFORMATION AND DOES NOT NEED MORE THAN '" OF STORAGE SPACE )T WILL LIKELY NOT TAKE MORE THAN '" IN ANY SCENARIO BUT IT IS ALLOCATED EXTRA FOR GOOD MEASURE #RAWL DATABASE SIZE IS RELATIVE TO THE SIZE OF THE CONTENT DATABASE IT IS CRAWLING #ONTENT DATABASE SIZE IF ONE IS NOT ALREADY AVAILABLE TO CHECK CAN BE DETERMINED WITH THE FOLLOWING CALCULATION FROM -ICROSOFT

$ATABASE SIZE .UMBER OF DOCUMENTS ¾ .UMBER OF NON CURRENT VERSIONS ¾ !VERAGE SIZE OF DOCUMENTS +" ¾ ,IST ITEMS .UMBER OF NON CURRENT VERSIONS ¾ .UMBER OF DOCUMENTS

â&#x2013; 4IP &OR MORE DETAILS SEE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!('' Pb_g

4HE CRAWL DATABASES SIZES ARE THEN DETERMINED BY MULTIPLYING THE SIZE OF THE CONTENT DATABASE BY

4HE PROPERTY DATABASES SIZES ARE DETERMINED BY MULTIPLYING THE SIZE OF THE CONTENT DATABASE BY

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4OTAL DATABASE SERVER SIZE REQUIREMENTS FOR SEARCH ARE THEREFORE AS FOLLOWS v

!DMIN DATABASE '"

v

#RAWL DATABASES #ONTENT DATABASE SIZE !

v

0ROPERTY DATABASES #ONTENT DATABASE SIZE !

! SIMPLE EXAMPLE OF A 3HARE0OINT FARM WITH A '" CONTENT DATABASE WOULD REQUIRE THE FOLLOWING v

!DMIN DATABASE '"

v

#RAWL DATABASES ! '"

v

0ROPERTY DATABASES 4" ! '"

v

4OTAL SPACE REQUIRED '"

Download from Wow! eBook <www.wowebook.com>

!DDITIONALLY THE INPUT OUTPUT PER SECOND )/03 REQUIREMENTS ON 31, FOR SEARCH ARE OF IMPORTANCE 3EARCH IS EXTREMELY DEPENDENT ON GOOD SEEK PERFORMANCE v

&OR THE CRAWL DATABASE SEARCH REQUIRES FROM TO )/03

v

&OR THE PROPERTY DATABASE SEARCH REQUIRES )/03

1UERY 3ERVER 3PACE #ALCULATIONS )NDEX PARTITIONS ARE HELD ON THE QUERY SERVERS AND NOT IN THE DATABASE SERVER UNLESS THE SERVER WITH THE DATABASE SERVER ROLE ALSO HAS THE QUERY SERVER ROLE 4HE CRAWL DATABASE 3EARCH !DMINISTRATION DATABASE

AND PROPERTY DATABASES ARE HELD IN 31, )NDEX PARTITIONS ARE HELD ON THE FILE STRUCTURE -ICROSOFT SUGGESTS CALCULATING SPACE FOR THE INDEX PARTITIONS AT OF THE CONTENT DATABASES 4HIS SPACE NEEDS TO BE ON THE DRIVE ON WHICH THE QUERY SERVER IS STORING THE INDEX PARTITIONS 3PACE SHOULD BE ALSO ALLOCATED FOR THE ACTIVE SEARCH INDEX AND THE DATA COMING DURING A CRAWL AS WELL AS THE TOTAL SPACE REQUIRED DURING MASTER MERGE 4HEREFORE THE QUERY SERVERS SHOULD PROVIDE AT LEAST THREE TIMES THE NECESSARY SPACE FOR THE INDEX

â&#x2013; .OTE 7HEN CONSIDERING REDUNDANCY OR IF THERE IS MORE THAN ONE INDEX PARTITION ADDITIONAL SPACE FOR EACH ADDITIONAL PARTITION WILL BE NEEDED

3O FOR EXAMPLE IF THERE IS '" OF CONTENT IN THE 3HARE0OINT CONTENT DATABASE IT CAN BE EXPECTED THAT A SINGLE INDEX PARTITION WILL REQUIRE '" OF SPACE )F THERE ARE TWO QUERY SERVERS EACH HOLDING A SINGLE ACTIVE INDEX PARTITION AND ONE INDEX PARTITION MIRROR ONE SHOULD EXPECT '" ! OF SPACE OR '" PER SERVER REQUIRED TO HOLD THE INDEX PARTITIONS

v

#ONTENT DATABASE SIZE '"

v

)NDEX PARTITION ! '"

v

)NDEX PARTITION MIRROR ! '"

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v

3PACE FOR MASTER MERGE !LL INDEX PARTITIONS !

v

4OTAL '"

)NITIAL $EPLOYMENT 'UIDELINES )T CAN BE A DIFFICULT PROCESS TO DECIDE HOW LARGE OF A DEPLOYMENT AND HOW MANY RESOURCES TO DEDICATE TO AN INITIAL SEARCH DEPLOYMENT 'ENERALLY SPEAKING IF 3HARE0OINT IS BEING INSTALLED AS THE FIRST DOCUMENT MANAGEMENT AND COLLABORATION TOOL THE SEARCH COMPONENTS CAN START OUT IN THEIR SIMPLEST FORM AND SCALE OUT AS DOCUMENTS ARE ADDED AND THE ADOPTION OF 3HARE0OINT GROWS (OWEVER THIS SCENARIO IS BECOMING RARE AND MOST ORGANIZATIONS WILL FIND THEMSELVES EITHER UPGRADING TO 3HARE0OINT FROM A PREVIOUS VERSION OR MIGRATING CONTENT FROM ANOTHER SYSTEM OR FROM AN AD HOC SYSTEM SUCH AS A FILE SHARE )N THESE CASES INITIAL DEPLOYMENT ARCHITECTURES AND BEST PRACTICES CAN BE USEFUL ,UCKILY -ICROSOFT GIVES SOME GUIDELINES FOR WHAT KINDS OF ARCHITECTURES CAN SUPPORT DIFFERENT SCENARIOS 4HESE GUIDELINES ARE BASED ON THE NUMBER OF ITEMS THAT ARE INDEXED AND SEARCHABLE REGARDLESS OF WHETHER THEY COME FROM INSIDE OR OUTSIDE 3HARE0OINT 4HE ENTIRETY OF THESE DOCUMENTS IS KNOWN AS THE CORPUS v

MILLION DOCUMENTS OR LESS !LL ROLES ON A SINGLE SERVER OR ONE APPLICATION SERVER AND ONE DATABASE SERVER

v

TO MILLION DOCUMENTS 7EB SERVER AND QUERY SERVER ROLES COMBINED ON ONE TO TWO SERVERS ONE DEDICATED CRAWL SERVER AND A DEDICATED DATABASE SERVER

v

n MILLION DOCUMENTS 3AME ARCHITECTURE AS TO MILLION DOCUMENTS MODEL BUT WITH AN ADDITIONAL CRAWL SERVER AND REDUNDANCY ON THE QUERY SERVERSÂ&#x2C6;THAT IS

USE TWO QUERY SERVERS EACH WITH TWO INDEX PARTITIONS BROKEN INTO HALF OF THE INDEX PARTITION ON EACH AND A MIRROR OF THE OTHER SERVER S HALF ON EACH

v

n MILLION DOCUMENTS &OR MORE THAN MILLION DOCUMENTS A DEDICATED SEARCH FARM IS RECOMMENDED /N A DEDICATED SEARCH FARM SERVERS WITH THE WEB SERVER ROLE ARE NOT NECESSARY AS LONG AS THE FARM WHERE SEARCHES ARE INITIATED HAS SERVERS WITH THIS ROLE AND THOSE SERVERS ARE CONFIGURED TO DIRECT QUERIES TO THE DEDICATED FARM 4HE FARM SHOULD HAVE A MINIMUM OF FOUR QUERY SERVERS EACH WITH A QUARTER OF THE INDEX IN AN INDEX PARTITION %ACH QUERY SERVER SHOULD ALSO HOST A MIRROR OF ANOTHER SERVER S PARTITION FOR REDUNDANCY )N ADDITION TWO CRAWL SERVERS

EACH WITH TWO CRAWLERS AND TWO CRAWL DATABASES EACH WITH TWO CRAWLERS ASSOCIATED WITH IT ARE RECOMMENDED )N ADDITION IT IS RECOMMENDED THAT TWO ADDITIONAL DATABASE SERVERS BE UTILIZED TO HOLD PROPERTY DATABASES AND THE 3EARCH !DMIN DATABASE

v

n MILLION DOCUMENTS !NY ORGANIZATION WITH MORE THAN MILLION DOCUMENTS WILL REQUIRE A COMPLETELY DEDICATED SEARCH FARM WITH A HIGH LEVEL OF REDUNDANCY 4HE WEB SERVER ROLE SHOULD PROBABLY BE HANDLED BY THE CONTENT FARM EXCEPT IF A DEDICATED WEB SERVER IS ALLOCATED FOR INDEXING RECOMMENDED 4HE FARM SHOULD HAVE SIX TO TEN QUERY SERVERS EACH HOLDING AN EQUAL PORTION OF THE INDEX IN AN INDEX PARTITION AS WELL AS A MIRROR OF ONE OF THE OTHER INDEX PARTITIONS FROM ANOTHER SERVER 4HERE SHOULD ALSO BE FOUR CRAWL SERVERS AND FOUR DATABASE CLUSTERS WHERE THE FOUR CRAWL SERVERS WRITE TO TWO CRAWL DATABASES

5SE THE FOLLOWING FLOWCHART &IGURE TO EASILY SEE HOW MANY SERVERS WILL BE REQUIRED FOR A DEPLOYMENT

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&IGURE $EPLOYMENT SIZING DECISION FLOWCHART

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4YPICAL 3ERVER #ONFIGURATIONS -ICROSOFT OFTEN REFERS TO THE WAY THAT IT ORGANIZES SERVERS WORKING TOGETHER AS A TOPOLOGY AND THE ADMINISTRATOR CAN MODIFY THE SEARCH APPLICATION TOPOLOGY FROM WITHIN 3HARE0OINT S #ENTRAL !DMINISTRATION 4OPOLOGY REFERS TO THE OVERALL LAYOUT OF THE SERVERS AND THE SOFTWARE COMPONENTS ON THOSE SERVERS 7E USE THE TERMS SERVER CONFIGURATIONS AND TOPOLOGY INTERCHANGEABLY IN THIS BOOK 4HE DIFFERENT WAYS IN WHICH SERVERS CAN BE CONFIGURED TO PROVIDE SCALABILITY PERFORMANCE AND REDUNDANCY FOR 3HARE0OINT ARE VAST AND LARGELY DEPENDENT ON THE PARTICULAR ENVIRONMENT OF EACH BUSINESS 7E WILL NOT ATTEMPT TO GIVE AN EXHAUSTIVE EXAMPLE OF EACH POSSIBLE CONFIGURATION BUT WILL ATTEMPT TO OUTLINE THE BASIC MODELS AND THE POINTS WHERE THESE MAY BE SAFELY AND MOST EFFECTIVELY MODIFIED TO SUIT PARTICULAR BUSINESS NEEDS !S MENTIONED EARLIER THE MOST COMMON AND FIRST TYPE OF DEPLOYMENT ANY 3HARE0OINT ADMINISTRATOR WILL ENCOUNTER WILL BE THE SINGLE SERVER DEPLOYMENT SIMPLY BECAUSE THIS IS THE MODEL WHERE ALL TESTING AND DEVELOPMENT WILL START (OWEVER FEW ORGANIZATIONS WITH SERIOUS DOCUMENT MANAGEMENT AND COLLABORATION NEEDS WILL UTILIZE A SINGLE SERVER IN A PRODUCTION ENVIRONMENT %VEN SMALL DEPARTMENTAL DEPLOYMENTS WILL USUALLY HAVE AT LEAST A SEPARATE DATABASE SERVER 7HICH TOPOLOGY FITS A PARTICULAR ORGANIZATION IS DEPENDENT ON SEVERAL FACTORS WHICH WE DISCUSS LATER IN THIS CHAPTER (OWEVER MANY CONSIDERATIONS OUTSIDE SEARCH WHICH ARE NOT COVERED IN THIS BOOK ARE KEY IN DECIDING THE OVERALL TOPOLOGY OF A 3HARE0OINT DEPLOYMENT SO WE ENCOURAGE ADMINISTRATORS TO INVESTIGATE THIS TOPIC SEPARATELY

3INGLE 3ERVER ! SINGLE SERVER IMPLEMENTATION FOR VERY SMALL CORPORA CAN BE EITHER PART OF AN EXISTING 3HARE0OINT FARM OR A STAND ALONE SEARCH SERVER WITH CRAWL AND QUERY COMPONENTS ON IT )T MAY OR MAY NOT HAVE DATABASE COMPONENTS ON THE SERVER -OST ORGANIZATIONS WILL HAVE AN EXISTING DATABASE CLUSTER THAT THEY WILL UTILIZE FOR PERFORMANCE AND REDUNDANCY &IGURE SHOWS A SIMPLE BUT TYPICAL SINGLE SEARCH SERVER IMPLEMENTATION WITH OR WITHOUT A DATABASE

&IGURE ! SINGLE SERVER DEPLOYMENT

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3MALL &ARM -ANY ORGANIZATIONS WILL DEMAND MORE PERFORMANCE AND UTILIZE A SMALL SEARCH FARM 4HIS FARM PARTICIPATES IN OVERALL 3HARE0OINT TASKS AS WELL AS DEDICATED SEARCH TASKS /NE OF THE WEB SERVERS MAY BE OUTSIDE OF .ETWORK ,OAD "ALANCING .," TO PROVIDE PERFORMANCE FOR INDEXING OR MAY PARTICIPATE IN CONTENT DELIVERY "OTH WEB SERVERS ALSO PERFORM THE QUERY SERVER ROLE 4HE CONTENT SERVING PORTION OF THE FARM WILL CERTAINLY HAVE ADDITIONAL WEB SERVERS 4HERE IS A SINGLE CRAWL SERVER 3EE &IGURE

&IGURE ! SMALL FARM INSTALLATION

-EDIUM &ARM )N A MEDIUM SIZED FARM THERE SHOULD BE AT LEAST TWO SERVERS WITH A SHARED QUERY SERVER ROLE THAT CAN HOST THE WEB SERVER ROLE /NE OF THESE MAY OR MAY NOT BE EXCLUDED FROM .," FOR INDEXING PERFORMANCE 4HERE ARE TWO CRAWL SERVERS TO PROVIDE REDUNDANCY FOR CRAWLING 4HERE IS A SINGLE DEDICATED DATABASE CLUSTER FOR STORING THE CRAWL DATABASE PROPERTY DATABASE AND !DMINISTRATION DATABASE 3EE &IGURE

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&IGURE ! MEDIUM SEARCH FARM

-EDIUM $EDICATED 3EARCH &ARM !T A CERTAIN POINT THE SEARCH COMPONENTS WILL NEED TO BE SEPARATED FROM PERFORMING ANY CONTENT DELIVERY TASKS AND DEDICATED TO SEARCH )N A DEDICATED SEARCH FARM THERE CAN BE WEB SERVERS FOR DELIVERING SEARCH REQUESTS AND PROVIDING CONTENT TO THE CRAWL SERVER HOWEVER THEY SHOULD BE EXCLUDED FROM PARTICIPATING IN CONTENT DELIVERY /THER COMPONENTS SHOULD BE ISOLATED TO THEIR OWN SERVERS AND DEDICATED TO THEIR OWN ROLES #OMBINING ROLES IS STILL POSSIBLE BUT AS THE FARM GROWS DEDICATING THE SERVERS TO INDIVIDUAL ROLES WILL BE THE WISEST USE OF RESOURCES 3EE &IGURE

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&IGURE ! MEDIUM DEDICATED SEARCH FARM

,ARGE $EDICATED 3EARCH &ARM &OR THE LARGEST DEPLOYMENTS ALL ROLES SHOULD BE HOSTED ON MULTIPLE DEDICATED SERVERS $EDICATED WEB SERVERS FOR INDEXING ARE STILL POSSIBLE BUT THE FOCUS SHOULD BE ON PROVIDING HIGH PERFORMANCE QUERY COMPONENTS TO HANDLE QUERIES FROM A LARGE 3HARE0OINT FARM ! LARGE FARM MAY HAVE TEN OR MORE QUERY SERVERS FOUR OR MORE CRAWL SERVERS AND AT LEAST TWO DATABASE CLUSTERS DEDICATED TO HOLDING THE SEARCH DATABASES !S WE SAW IN THE 3HARE0OINT COMPONENTS SECTION INDEX PARTITIONS CAN BE SEPARATED ACROSS QUERY SERVERS AND MIRRORED EVENLY 3EE &IGURE

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&IGURE ! LARGE DEDICATED SEARCH FARM

0ERFORMANCE !LTHOUGH PERFORMANCE IS USUALLY NOT A MAJOR CONSIDERATION DURING INITIAL SOFTWARE IMPLEMENTATIONS IT IS A CRITICAL ASPECT TO CONSIDER -OST OFTEN PERFORMANCE IS IN THE BACK OF THE ADMINISTRATOR S MIND AND ASSUMPTIONS ABOUT HOW FAST THE RESPONSES WILL BE ARE MADE WITHOUT CONSIDERATION OF ENVIRONMENTAL VARIABLES AND INFRASTRUCTURE LIMITATIONS !DMINISTRATORS ARE OFTEN SURPRISED WHEN PAGES LOAD SLOWLY

DOCUMENTS TAKE SEEMINGLY FOREVER TO DOWNLOAD OR SEARCHES ARE RETURNED ONLY AFTER SEVERAL SECONDS 3EARCH PERFORMANCE IS ADDITIONALLY DEPENDENT ON DIFFERENT FACTORS THAN CONTENT DISPLAY AND ITS REQUIREMENTS TO PERFORM CAN OFTEN BE OVERLOOKED 4HERE ARE UNIQUE AREAS THAT NEED TO BE CONSIDERED TO MAKE SEARCH PERFORM AND GIVING THEM PROPER CONSIDERATION PRIOR TO DEPLOYING 3HARE0OINT 3EARCH IMPLEMENTATION MAY HELP AVOID USER DISSATISFACTION AT A LATER STAGE )N MOST CASES THE TARGET FOR GOOD SEARCH PERFORMANCE IS THAT SEARCH RESULT PAGES UNDER PEAK SEARCH LOAD ARE FINISHED RENDERING IN LESS THAN ONE SECOND 3EARCH SHOULD TAKE NO LONGER TO COMPLETE AND BE ACTIONED THAN ANY REGULAR PAGE !LSO AS USERS WILL BECOME ACCUSTOMED TO USING THE RESULT PAGE TO SOME EXTENT AS AN INFORMATION SOURCE OR AN INFORMATION TARGET FROM WHERE THEY CAN CHECK OUT EDIT OR SHARE DOCUMENTS IN AND OF ITSELF SEARCH SHOULD BE SEEN AS A CORE CONTENT DISPLAY COMPONENT

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4HERE ARE TWO MAIN AREAS OF PERFORMANCE FOR A SEARCH ENGINE 1UERY LATENCY 1UERY LATENCY IS THE TIME IT TAKES THE QUERY SERVERS TO RECEIVE A SEARCH REQUEST FROM THE WEB SERVER CHECK THE INDEX PARTITIONS FOR THE GIVEN QUERY TERMS GATHER THE RESULT DATA FROM THE SEARCH DATABASES INTO A RESULT SET

AND RETURN IT TO THE WEB SERVER !DDITIONALLY THE WEB SERVER MUST RENDER THIS RESULT SET IN THE RESULT PAGE AND DISPLAY IT WITH ANY SPECIAL FORMATTING CUSTOM DESIGN OR CUSTOM 7EB 0ARTS !LTHOUGH THE RENDERING AND DISPLAY MECHANISM IS NOT STRICTLY PART OF THE QUERY SERVERS PERFORMANCE USERS WILL NOT DIFFERENTIATE WHEN THEIR RESULT SET IS RETURNED SLOWER THAN EXPECTED 4HERE ARE A NUMBER OF FACTORS THAT CAN ATTRIBUTE TO HIGH QUERY LATENCY 4HESE INCLUDE SLOW HARDWARE OR MORE OFTEN HARDWARE WITH INSUFFICIENT RESOURCES A SLOW NETWORK CONNECTION LARGE INDEXES AND A HIGH VOLUME OF QUERIES -ONITORING THESE FACTORS AND PINPOINTING THE BOTTLENECKS CAN HELP DETERMINE AND REMEDY THE SOURCE OF POOR QUERY TIMES )NDEXING SPEED (OW FAST THE CRAWL SERVER CAN GATHER DOCUMENTS DETERMINES HOW FRESH THE CONTENT RETURNED IN SEARCH QUERIES IS )T ALSO WILL DETERMINE IF SECURITY VALUES ARE UPDATED IN THE RESULT LIST 5SERS MAY MAKE THE ASSUMPTION THAT SEARCH IS A REPRESENTATION OF THE DOCUMENTS AT ANY POINT AND EXPECT THAT THE LATEST VERSION OF DOCUMENTS IS SEARCHABLE ,UCKILY 3HARE0OINT HAS AN EXCELLENT INCREMENTAL CRAWL MECHANISM THAT WILL KEEP REFRESHING THE DOCUMENTS ON SCHEDULE WITHOUT SEARCH DOWNTIME (OWEVER POOR PERFORMANCE ON SEARCH INDEXING COULD MEAN THAT INITIAL CRAWLS TAKE DAYS TO WEEKS TO COMPLETE 0OOR 3HARE0OINT PERFORMANCE IN GENERAL COULD MEAN THAT INCREMENTAL INDEXING DURING BUSINESS HOURS COULD BE UNDESIRABLE )T IS ALWAYS DESIRABLE TO SCALE THE DEPLOYMENT TO ALLOW FOR BETTER PERFORMANCE AND AVAILABILITY AS OPPOSED TO DISABLING OR LIMITING INDEXING FREQUENCY /F COURSE

INFRASTRUCTURE AND BUDGET LIMITATIONS MUST BE BALANCED WITH BUSINESS NEEDS

0ERFORMANCE 2EPORTS -EASURING PERFORMANCE IN 3HARE0OINT HAS BEEN MADE MUCH EASIER WITH THE ADDITION OF 3HARE0OINT HEALTH REPORTS 4HE REPORTS ARE IN THE !DMINISTRATIVE 2EPORT ,IBRARY WHICH CAN BE FOUND IN THE #ENTRAL !DMINISTRATION UNDER -ANAGE 3ERVICE !PPLICATIONS â&#x17E;¤ 3EARCH 3ERVICE !PPLICATION â&#x17E;¤ 3EARCH !DMINISTRATION â&#x17E;¤ !DMINISTRATIVE 2EPORTS 4HERE ARE SEVERAL REPORTS TO HELP DIAGNOSE PERFORMANCE ISSUES 4HE STARTING POINT FOR INVESTIGATING PERFORMANCE ISSUES AND THE KEY PERFORMANCE REPORTS AVAILABLE ARE AS FOLLOWS 1UERY ,ATENCY 1UERY LATENCY IS THE TOTAL TIME IT TAKES FOR QUERIES TO BE PROCESSED AND RETURNED TO THE WEB SERVERS 4HE 1UERY ,ATENCY REPORT SHOWS HOW LONG QUERIES TAKE TO BE RETURNED !LL QUERIES ARE NOT EQUAL AND QUERIES FOR MORE COMMON TERMS WITH LARGER RESULT SETS WILL GENERALLY TAKE LONGER TO PROCESS

ASSEMBLE RESULT SETS AND RETURN 4HE 1UERY ,ATENCY REPORT SHOWS THE DIFFERENT AREAS AND HOW LONG IT TAKES FOR THE QUERY TO BE PROCESSED IN EACH AREA THE SERVER RENDERING AT THE OBJECT MODEL AND ON THE BACK END DATABASES -ORE INFORMATION CAN BE FOUND IN THE REPORTING SECTION 3EE &IGURE

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&IGURE 1UERY ,ATENCY REPORT 1UERY ,ATENCY 4REND ,ATENCY IS NOT A STATIC CONSIDERATION SO SEEING THE PROGRESSION OF PERFORMANCE AND ANY INCREASE OR DECLINE IN PERFORMANCE OVER TIME CAN BE USEFUL !LSO IT IS WISE TO ASSOCIATE THE GIVEN PERFORMANCE DECLINE WITH OTHER FACTORS THAT MAY BE AFFECTING IT SUCH AS INDEX SIZE OR CRAWLING BEHAVIOR

AS WELL AS OTHER DEMANDS ON KEY COMPONENTS SUCH AS SHARED DATABASE SERVERS 4HE 1UERY ,ATENCY 4REND REPORT WILL SHOW QUERY LATENCY OVER A GIVEN TIME PERIOD AND DISPLAY THE LATENCY FOR SCALING PROPORTIONS OF THE QUERIES 3O THE ADMINISTRATOR CAN SEE THE LATENCY OF ALL QUERIES IN THE TH PERCENTILE OF ALL QUERIES AND IN THE TH TH TH TH AND TH PERCENTILES 4HIS GIVES THE ADMINISTRATOR THE ABILITY TO SEE HOW QUICKLY THE QUERIES ARE RETURNED AND HOW THIS SCALES 4HE CRAWL RATE CAN ALSO BE SEEN IN COMPARISON FOR SIMULTANEOUS PERIODS 4HIS WILL ALLOW THE ADMINISTRATOR TO DETERMINE IF SUB SECOND RESULTS ARE BEING ACHIEVED FOR THE MAJORITY OF QUERIES ! BEST PRACTICE IS TO KEEP THE TH PERCENTILE OF SEARCHES BELOW MILLISECONDS SECOND AND THE CRAWLER SHOULD RETURN BETWEEN AND ITEMS PER SECOND #RAWL 2ATE PER #ONTENT 3OURCE 4HE CRAWL RATES CAN BE SEEN IN THIS REPORT AND WILL GIVE AN INDICATION OF HOW FAST THE CRAWLER IS COLLECTING CONTENT !LTHOUGH IT WILL PROBABLY COLLECT INFORMATION FAST ENOUGH FOR MOST ORGANIZATIONS THE CRAWLER CAN HAVE ISSUES WITH PARTICULAR DOCUMENTS OR AT PARTICULAR TIMES AND THIS DATA CAN BE SEEN HERE 3EE &IGURE

Download from Wow! eBook <www.wowebook.com>

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&IGURE #RAWL 2ATE PER #ONTENT 3OURCE REPORT #RAWL 2ATE PER 4YPE 3OME AREAS TAKE MORE RESOURCES TO CRAWL AND THE #RAWL 2ATE PER 4YPE REPORT CAN SHOW THIS INFORMATION 4HIS INFORMATION MAY BE UNIQUE TO AN ORGANIZATION WITH A LOT OF DOCUMENT MODIFICATION OR A HEAVY CHECK IN CHECK OUT RATE 3EE &IGURE

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&IGURE #RAWL 2ATE PER 4YPE REPORT

!CTING ON 0ERFORMANCE )SSUES !CTING ON PERFORMANCE ISSUES IS AS IMPORTANT AS IDENTIFYING THEM 4HERE ARE A FEW KEY AREAS WHERE PERFORMANCE CAN BE IMPROVED BASED ON DATA FROM THE HEALTH REPORTS (IGH QUERY LATENCY

3EPARATE QUERY SERVER ROLE WEB SERVER ROLE AND CRAWL SERVER ROLE DEPENDING ON WHERE THE BOTTLENECK IS OR IF ANOTHER SERVICE IS TAKING UP TOO MANY RESOURCES

3CALE UP BY ADDING INDEX PARTITIONS AND IF NECESSARY 2!- TO HANDLE THE OF THE INDEX PARTITIONS BEING STORED IN MEMORY

!DD QUERY SERVERS AND PLACE ADDITIONAL INDEX PARTITIONS ON THE NEW QUERY SERVERS TO BALANCE THE QUERY LOAD

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1UERY LATENCY GROWING OVER TIME

!DD INDEX PARTITIONS TO SPREAD LOAD AND CHECK THE PERFORMANCE TREND

3EPARATE ROLES ONTO SEPARATE SERVERS

!DD SERVERS TO HANDLE QUERY LOAD AS DEMAND GROWS

3CALING 3CALING IS THE PROCESS OF ADDING RESOURCES TO )4 SYSTEMS TO IMPROVE PERFORMANCE OR HANDLE ADDITIONAL LOAD 3CALING IS AN IMPORTANT TOPIC FOR MITIGATING POOR PERFORMANCE AND EVENTUAL END USER DISSATISFACTION 3CALING CAN PREVENT DOWNTIME AND ALLOW FOR REACTIVE MANAGEMENT OF RESOURCES AS WELL AS CONTROL BUDGET OVERRUNS BY ALLOWING FOR PROGRESSIVE ADDITION OF INFRASTRUCTURE AS DEMAND AND CORPUS SIZE GROW !S WE SAW IN #HAPTER THERE ARE TWO BASIC METHODS FOR SCALING SEARCH v

3CALING UP !DDING MORE RESOURCES TO A PHYSICAL MACHINE THAT IS UNDER HEAVY LOAD

v

3CALING OUT !DDING ADDITIONAL MACHINES OR SEGMENTING TASKS TO BETTER UTILIZE EXISTING RESOURCES

3HARE0OINT IS ESPECIALLY GOOD AT MANAGING EXISTING RESOURCES AND SCALING OUT TO HANDLE DEMAND AND ALLEVIATE BOTTLENECKS

7HY AND 7HEN TO 3CALE 4HE MOST CRITICAL POINT TO CONSIDER SCALING IS WHEN USERS BEGIN TO COMPLAIN ABOUT MISSING CONTENT AND SLOW RESPONSE TIMES FROM SEARCH -ISSING CONTENT CAN INDICATE A PROBLEM WITH CRAWLING THAT MAY BE THE RESULT OF A LACK OF RESOURCES EITHER IN THE CRAWLER OR IN THE TARGET SYSTEM 3LOW RESPONSE TIMES USUALLY INDICATE TOO HEAVY OF A LOAD ON THE QUERY SERVERS "ASIC SCALING CAN BE AS SIMPLE AS ADDING SERVERS TO EFFECTIVELY MOVE FROM ONE LEVEL OF DEPLOYMENT AS CONTENT GROWS AS WAS OUTLINED IN THE PREVIOUS SECTION OR A MORE REACTIVE APPROACH OF ADDRESSING SPECIFIC PERFORMANCE OR CAPACITY ISSUES AS THEY ARISE )N ORDER TO IMPLEMENT THE LATTER TECHNIQUE ONE SHOULD BE AWARE OF THE TRIGGERS FOR IDENTIFYING AN ISSUE AND THE STEPS TO ADDRESS IT 4HE FOLLOWING ARE SOME TYPICAL SCALING TRIGGER SCENARIOS AND THEIR RESOLUTIONS

v

3CENARIO Â&#x2C6;-ISSING OR STALE CONTENT #ONTENT IS MISSING FROM THE REPOSITORY AND THE CRAWLER RATE IS LESS THAN DOCUMENTS PER SECOND FROM THE #RAWL 2ATE PER #ONTENT 3OURCE HEALTH REPORT 4HIS HEALTH REPORT CAN BE FOUND IN #ENTRAL !DMINISTRATION â&#x17E;¤ !DMINISTRATIVE 2EPORT ,IBRARY â&#x17E;¤ 3EARCH !DMINISTRATION 2EPORTS â&#x17E;¤ #RAWL 2ATE PER #ONTENT 3OURCE

v

3CENARIO Â&#x2C6;3LOW SEARCH RESPONSES 5SERS COMPLAIN OF SLOW RESPONSE TIMES ON SEARCH %ITHER 3HARE0OINT IS PERFORMING WELL ON BASIC PAGE LOADS AND SEARCH IS NOT RETURNING FAST ENOUGH OR THE ENTIRE SEARCH AND RESULT PAGES LOAD SLOWLY &IRST CHECK THAT THERE AREN T ANY POORLY PERFORMING CUSTOM DESIGN ELEMENTS OR 7EB 0ARTS THAT MAY BE EXPERIENCING PROBLEMS ON THE SEARCH RESULT PAGE #HECK THE 3EARCH HEALTH REPORTS TO IDENTIFY SLOW QUERY RESPONSE TIMES AND LATENCY AND CONSIDER SCALING OUT THE QUERY SERVERS BY EITHER PARTITIONING THE INDEX AND OR ADDING QUERY SERVERS TO HOLD INDEX PARTITIONS

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v

3CENARIO Â&#x2C6;.O DISK SPACE ON DATABASE SERVER 4HE GOOD 3HARE0OINT ADMIN ALWAYS KEEPS HIS OR HER EYE ON THE #ENTRAL !DMINISTRATION AND NEVER IGNORES WARNING MESSAGES FROM 3HARE0OINT 3HARE0OINT IS ESPECIALLY GOOD AT NOTIFYING THE ADMINISTRATOR OF ANY ISSUES 4HIS INCLUDES DATABASE SIZE ISSUES 3HOULD THE DATABASE SERVER RUN OUT OF SPACE 3HARE0OINT WILL ALERT THE ADMINISTRATOR 4HIS SCENARIO MOST OFTEN HAPPENS DURING CRAWLING WHEN THE DATABASE SERVER HAS BEEN SET TO AUTOMATICALLY GROW 4HE NATURAL FIX FOR DATABASE DISK SPACE ISSUES IS TO ADD DISKS TO THE ARRAY OR INCREASE THE SIZE OF DISKS ON A SERVER IF THE SOLUTION IS NOT USING 2!)$ OR SOME OTHER REDUNDANT STORAGE SOLUTION

$ISK 2ECOMMENDATIONS 3EARCH IS AN INPUT OUTPUTnINTENSE PROCESS "ASICALLY A SEARCH ENGINE INDEXES ALL THE CONTENT FROM A PARTICULAR SOURCE E G 3HARE0OINT SITE WEB SITE DATABASE FILE SHARE ETC AND BUILDS DATABASES WITH THE WORDS INDEXED THE LINKS TO THE DOCUMENTS METADATA FOUND ON THE DOCUMENTS METADATA ASSOCIATED WITH THE DOCUMENTS TIME SIZE TYPE ETC 4HE CRAWLING PROCESS WRITES ALL THIS INFORMATION TO DATABASES 3HARE0OINT STORES SOME OF THESE DATABASES IN 31, AND SOME ON THE FILE STRUCTURE IN INDEX PARTITIONS 4HE QUERY COMPONENTS THEN ACCESS THESE DATABASES LOOK FOR THE TERMS THAT WERE SEARCHED FOR THESE MAY BE FREE TEXT OR PROPERTY BASED AND MATCH THE TERMS WITH THE DOCUMENTS AND THEIR PROPERTIES 4O DO THIS REQUIRES A LOT OF WRITING AND READING TO HARD DRIVES 4HEREFORE HAVING HARDWARE THAT PERFORMS WELL IS AN IMPORTANT ASPECT OF IMPROVING SEARCH PERFORMANCE 'ENERALLY SPEAKING TO SUPPORT SEARCH WELL DATABASES WILL NEED TO BE IN SOME KIND OF DISK ARRAY &OR WRITE INTENSIVE DATABASES SUCH AS A CRAWL DATABASE 2!)$ IS RECOMMENDED &OR ADDED PERFORMANCE

THE TEMP DATABASE SHOULD BE SEPARATED TO A 2!)$ ARRAY 3EE MORE IN THE FOLLOWING SECTIONS AND CONSULT EXTERNAL RESOURCES FOR MORE INFORMATION ON 2!)$ )N ADDITION THERE SHOULD BE A REDUNDANT ARRAY TO AVOID DOWNTIME -ORE REDUNDANT ARRAYS WILL SLOW PERFORMANCE BUT IMPROVE REDUNDANCY SO FINDING THE RIGHT BALANCE FOR THE REQUIREMENTS IS KEY 2!)$ STANDS FOR REDUNDANT ARRAY OF INDEPENDENT DISKS AND IS THE TECHNOLOGY OF COMBINING SEVERAL DISKS INTO AN ARRAY WHERE IF ONE FAILS THE OTHER WILL TAKE THE LOAD AND PROVIDE A MIRROR OF ALL DATA -ORE COMPLICATED 2!)$ CONFIGURATIONS HAVE MORE REDUNDANCY 4HEY ALSO IMPROVE PERFORMANCE 3EARCH QUERIES REQUIRE A LOT OF THROUGHPUT SO HAVING WELL PERFORMING DATABASES CAN HELP /N THE DATABASE SERVERS IT IS RECOMMENDED THAT THE INPUT OUTPUT PER SECOND )/03 CAPABILITIES BE TO

)/03 AND AT LEAST ON THE PROPERTY DATABASE 4HEREFORE AT MINIMUM DISK SPEEDS OF

20- OR BETTER ARE REQUIRED IN A 2!)$ CONFIGURATION (IGHLY PERFORMANT SEARCH IMPLEMENTATIONS ALSO MAKE USE OF STORAGE AREA NETWORKS AND SOMETIMES SOLID STATE DRIVES WHICH MAY SUPPORT UP TO

)/03 IN A STORAGE ARRAY VS )/03 FOR A SINGLE 20- 3!4! DRIVE

â&#x2013; 4IP 3EE MORE INFORMATION FROM -ICROSOFT ON SEARCH DATABASE REQUIREMENTS AND INFORMATION ABOUT 2!)$ ARCHITECTURE FOR 31, AT Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!('' Pb_g

!VAILABILITY !VAILABILITY IN )4 SYSTEMS IS THE MEASURE OF HOW OFTEN SERVERS AND THEIR SERVICES ARE AVAILABLE FOR USERS TO ACCESS /F COURSE ALL ORGANIZATIONS WOULD LIKE TO HAVE AVAILABILITY 4HIS LEVEL OF AVAILABILITY IS EITHER NOT POSSIBLE NOT PRACTICAL OR TOO EXPENSIVE FOR MOST ORGANIZATIONS 4HEREFORE MOST ORGANIZATIONS

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ENDEAVOR TO ACHIEVE THE HIGHEST AVAILABILITY POSSIBLE FOR A REASONABLE COST 'ENERALLY AVAILABILITY IS MEASURED BY A NUMBER OF NINES 4HIS IS A REFERENCE TO THE CLOSENESS TO AVAILABILITY ACHIEVABLE BY INCREMENTS OF ADDITIONAL NINES FROM TO x ! COMMON EXPRESSION IS h NINES OF UPTIMEv OR 4HIS REPRESENTS MINUTES AND SECONDS OF ALLOWABLE DOWNTIME PER YEAR 4HE MAIN METHOD TO ACHIEVE HIGH AVAILABILITY IN )4 SYSTEMS IS BY MAKING THEM REDUNDANTÂ&#x2C6;THAT IS

ADDING COPIES OR MIRRORS OF THE SYSTEMS THAT WILL TAKE OVER THE TASKS SHOULD HARDWARE OR SOFTWARE FAIL WHICH IT INEVITABLY DOES 2EDUNDANCY IN 3HARE0OINT DEPLOYMENTS CAN INSURE UNINTERRUPTED SERVICE FOR END USERS 2EDUNDANCY IN A 3HARE0OINT DEPLOYMENT CAN BE DEPLOYED AS A SOLUTION FOR FAILOVER SCENARIOS A SERVER DIES BUT CAN ALSO BE DEPLOYED TO EASE MAINTENANCE TASKS AND ALLOW FOR PERFORMANCE AND SERVER MANAGEMENT WITHOUT ADVERSELY AFFECTING THE UPTIME OF THE SOLUTION 3HARE0OINT HANDLES REDUNDANCY IN A NUMBER OF WAYS BY ALLOWING FOR MIRRORED SERVICES OVER MULTIPLE MACHINES 4HE FARM ARCHITECTURE OF 3HARE0OINT ALSO ALLOWS FOR ONE SERVER TO COMPENSATE FOR ANOTHER IF ONE OF THE SERVERS IN THE FARM FAILS OR IS TAKEN DOWN FOR MAINTENANCE %ACH COMPONENT IN 3HARE0OINT 3EARCH REPRESENTS A POSSIBLE FAILURE POINT 4HEREFORE THE COMPONENTS ARE MADE CAPABLE OF BEING MIRRORED 4HE MOST COMMON AREAS TO MIRROR ARE AS FOLLOWS v

7EB SERVERS !LTHOUGH NOT STRICTLY PART OF THE SEARCH ENGINE WEB SERVERS DELIVER THE CONTENT THAT 3HARE0OINT 3EARCH IS INDEXING )F THESE SERVERS FAIL AND THERE IS NO REDUNDANCY THEN THE INDEX WILL NOT REFRESH (OWEVER IF THE WEB SERVERS FAIL

THERE WILL BE NO SITE SO USERS WILL PROBABLY NOT BE PRIMARILY CONCERNED WITH THE LACK OF SEARCH

v

1UERY SERVERS -ULTIPLE QUERY SERVERS CAN IMPROVE PERFORMANCE BUT ALSO PROVIDE FOR REDUNDANCY BY PROVIDING AN ALTERNATIVE SOURCE FOR THE QUERIES TO BE PROCESSED -IRRORING INDEX PARTITIONS ACROSS QUERY SERVERS INSURES THAT ALL PORTIONS OF THE INDEX ARE AVAILABLE IF ONE SERVER SHOULD FAIL

v

#RAWL SERVERS )F CONSTANT INDEX FRESHNESS IS A CRITICAL BUSINESS NEED MIRRORING CRAWL SERVERS CAN HELP THE DATABASE AND INDEXES STAY UP TO DATE SHOULD ONE FAIL

v

$ATABASE SERVERS /NE OF THE MOST CRITICAL AREAS TO PROVIDE REDUNDANCY IN IS THE DATABASE SERVERS $ATABASE SERVERS PROVIDE THE DATA FOR THE QUERY COMPONENTS AND THE REPOSITORY FOR THE INDEXING COMPONENTS TO WRITE TO $ATABASE FAILURE WILL CAUSE SEARCH TO FAIL COMPLETELY SO IT IS ESSENTIAL TO HAVE DATABASES CONSTANTLY AVAILABLE

7HY AND 7HEN TO #ONSIDER -AKING 3ERVICES 2EDUNDANT !NY SERVICE THAT IS CONSIDERED CRITICAL SHOULD HAVE A FAILOVER COMPONENT "EING ABLE TO SEARCH AND RECEIVE RESULTS IS A CRITICAL FEATURE OF 3HARE0OINT 4HEREFORE THE SERVICES THAT ALLOW USERS TO QUERY THE INDEX AND RECEIVE RESULTS SHOULD HAVE REDUNDANCY 4HIS INCLUDES QUERY SERVERS AND ANY INDEX PARTITIONS ON THOSE QUERY SERVERS !LL SERVERS WITH THE QUERY ROLE SHOULD HAVE SOME LEVEL OF REDUNDANCY )DEALLY ALL INDEX PARTITIONS SHOULD HAVE A REDUNDANT INSTANCE 3O IF THERE IS ONE SERVER WITH THE QUERY ROLE AND TWO INDEX PARTITIONS ON THAT SERVER A REDUNDANT QUERY SERVER WITH A SECOND INSTANCE OF BOTH INDEX PARTITIONS WILL BE NECESSARY 4HIS IS CONSIDERED MINIMUM REDUNDANCY FOR 3HARE0OINT 3EARCH AS IT INSURES THAT GIVEN A HARDWARE FAILURE FOR A QUERY SERVER SEARCH WILL NOT FAIL WITH AN ERROR FOR USERS !DDITIONALLY DATABASE SERVERS SHOULD HAVE A REDUNDANCY ELEMENT AS THEY HOLD THE CRAWL AND PROPERTY DATABASES ESSENTIAL TO SEARCHING AS WELL AS THE !DMINISTRATION DATABASE WITHOUT WHICH SEARCH CANNOT BE PERFORMED -OST ORGANIZATIONS ALREADY HAVE REDUNDANT DATABASE IMPLEMENTATIONS SUCH AS

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DATABASE CLUSTERS %ITHER THE SEARCH DATABASES SHOULD BE INSTALLED IN THESE EXISTING DATABASE CLUSTERS OR A SIMILAR MODEL SHOULD BE EMPLOYED TO INSURE REDUNDANCY )F FRESHNESS OF CONTENT IS CONSIDERED CRITICAL MAKING CRAWL SERVERS REDUNDANT IS REQUIRED )F FRESHNESS OF CONTENT IS NOT A CRITICAL FACTOR HAVING A LESS STRICT REDUNDANCY MODEL FOR INDEXING CAN BE ACCEPTABLE (OWEVER SHOULD A FAILURE HAPPEN THE CRAWL COMPONENTS MUST BE RE PROVISIONED ON NEW OR EXISTING SERVERS

3ERVER $OWNTIME )MPACT #HART !LTHOUGH NO ONE LIKES DOWNTIME AVOIDING ANY DOWNTIME WITH FULL REDUNDANCY MAY BE EITHER TOO COSTLY

TOO CUMBERSOME OR TOO MAINTENANCE INTENSIVE FOR SOME ORGANIZATIONS 4HEREFORE IT IS VALUABLE TO UNDERSTAND THE IMPACT OF DOWNTIME FOR THE INDIVIDUAL COMPONENTS OF 3HARE0OINT 3EARCH AND DETERMINE WHICH MAY BE ACCEPTABLE TO THE ORGANIZATION 3EE 4ABLE

â&#x2013; .OTE ! DEDICATED SEARCH FARM NEED NOT HAVE THE WEB SERVER ROLE IF THIS ROLE IS PROVIDED BY A CONTENT FARM

WHICH CONNECTS TO THE SEARCH FARM

4ABLE 3ERVER $OWNTIME )MPACT #HART

Server Role

Severity

Impact of Downtime

7EB SERVER ROLE

#RITICAL

5SERS CANNOT SEE THE SEARCH PAGE AND POSSIBLY NOT 3HARE0OINT CONTENT IF THE WEB SERVER ROLE IS SHARED

1UERY SERVER ROLE

(IGH

5SERS WILL NOT BE ABLE TO SEARCH FOR CONTENT 4HE SEARCH PAGE MAY STILL WORK BUT RETURN AN ERROR

#RAWL SERVER ROLE

-EDIUM 4HE SEARCH WILL STILL WORK AND RESULTS WILL BE RETURNED BUT THE CONTENT WILL NOT BE UP TO DATE AND INDEXES NOT REFRESHED

$ATABASE SERVER ROLE

#RITICAL

5SERS WILL NOT BE ABLE TO SEARCH FOR CONTENT 4HE SEARCH PAGE MAY STILL WORK BUT WILL RETURN AN ERROR 3HARE0OINT CONTENT MAY ALSO NOT BE RETURNED IF THE DATABASE SERVER ROLE IS SHARED

,IMITATIONS AND (ARD #ODED "OUNDARIES !LL SOFTWARE HAS LIMITATIONS AND HARD CODED CHECKS AND MEASURES TO AVOID UNFORESEEABLE OR UNTESTED BEHAVIOR 3HARE0OINT IS NO EXCEPTION TO THIS AND HAS SEVERAL HARD CODED LIMITATIONS AS WELL AS SUGGESTED BOUNDARIES FOR SEARCH IN 3HARE0OINT 4HESE LIMITATIONS ARE GENERALLY SET TO AVOID POOR OR UNSUPPORTABLE BEHAVIOR ,UCKILY -ICROSOFT HAS BEEN SO KIND AS TO TEST 3HARE0OINT EXTENSIVELY AND REVEAL SOME OF THE BOUNDARIES THAT EXIST FOR THE PRODUCT -ICROSOFT GIVES THREE TYPES OF LIMITS

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v

"OUNDARIES (ARD CODED LIMITS THAT ARE NOT POSSIBLE TO EXCEEDÂ&#x2C6;THIS SHOULD BE INTERPRETED AS THE SOFTWARE WILL CEASE TO CONTINUE IF THIS LIMIT IS REACHED )T DOES NOT MEAN IT WILL CEASE TO FUNCTION BUT MAY STOP CONTINUING TO GROW OR PERFORM IF THIS LIMIT IS REACHED

v

4HRESHOLDS 4HIS IS A CONFIGURABLE ITEM THAT COULD POSSIBLY BE EXCEEDED IF NECESSARY BUT IT IS NOT GENERALLY RECOMMENDED TO DO SO

v

3UPPORTED LIMITS 4O GO WHERE NO ONE HAS GONE BEFORE 'ENERALLY THIS MEANS THAT IF ONE EXCEEDS THIS LIMIT AND 3HARE0OINT BREAKS ONE SHOULD NOT EXPECT -ICROSOFT TO FIX IT WITHOUT A FEE -ICROSOFT HAS TESTED THE SOFTWARE TO THIS LIMIT AND CAN SUPPORT IT TO WORK AT THIS LEVEL 4HESE ARE DEFAULTS SET

4ABLES THROUGH SHOW THE KNOWN LIMITATIONS AND BOUNDARIES 4ABLE $ATABASE ,IMITATIONS

Topic

Limit

Support

#RAWL DATABASES

PER 33!

4HRESHOLD %ACH 33! CAN HAVE TEN SEPARATE CRAWL DATABASES TO RECORD CRAWL DATA )T IS UNLIKELY THAT MORE WOULD BE NECESSARY BUT IT IS POSSIBLE

#RAWL DATABASE ITEMS

MILLION ITEMS DATABASE

4HRESHOLD #RAWL DATABASES HOLD INFORMATION ABOUT THE CRAWL NOT THE CRAWLED CONTENT SO HAVING TOO MANY ITEMS WILL MAKE SEEK AND RECORD TIME SLOW FOR THIS INFORMATION

0ROPERTY DATABASES

PER 33!

4HRESHOLD 0ROPERTY DATABASES ARE BOUND TO INDEX PARTITIONS AND THEREFORE HAVE THE SAME LIMITATIONS

0ROPERTY DATABASES

MAXIMUM PER FARM

4HRESHOLD 4HE MAXIMUM NUMBER OF PROPERTY DATABASES MATCHES THE MAXIMUM FOR INDEX PARTITIONS

)NDEX PARTITIONS

PER 33!

4HRESHOLD #HOPPING UP THE INDEX PARTITION INTO SMALLER CHUNKS MAY SEEM LIKE AN INFINITELY GOOD IDEA BUT TOO MANY CHUNKS WILL MAKE THE 33! WORK TOO HARD LOOKING THROUGH THE INDIVIDUAL PARTITIONS AND NOT INTO EACH ONE +EEP THIS LIMIT AT A MAXIMUM OF TEN PER 33!

)NDEX PARTITIONS

MAXIMUM PER FARM

"OUNDARY

Notes

%ACH SEARCH FARM CAN HOLD ONLY INDEX PARTITIONS 4HIS IS THE MAXIMUM THE 33!S CAN QUERY

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4ABLE 4OPOLOGY ,IMITATIONS

Topic

Limit

Support

Notes

3EARCH SERVICE APPLICATIONS 33!

3UPPORTED LIMIT

)T IS RECOMMENDED TO HAVE A MAXIMUM OF 33!S PER FARM -ORE IS POSSIBLE BUT WILL POSSIBLY HAMPER PERFORMANCE

#RAWL COMPONENTS

PER 33!

4HRESHOLD

4WO CRAWL COMPONENTS PER CRAWL DATABASE AND TWO PER SERVER ARE RECOMMENDED 3O A SINGLE 33! WOULD REQUIRE EIGHT SERVERS WITH THIS LIMITATION

1UERY COMPONENTS

PER 33!

4HRESHOLD

#RAWL COMPONENTS MUST COPY FILES TO THE INDEX PARTITIONS ON THE QUERY SERVERS 4HESE MAXIMUMS MATCH THE OTHER MAXIMUMS OF THE INDEX PARTITIONS

1UERY COMPONENTS

PER SERVER

4HRESHOLD

4HIS THRESHOLD IS BASED ON THE SERVER S CAPACITY TO RECEIVE DATA FROM THE CRAWLER

4ABLE #RAWLER ,IMITATIONS

Topic

Limit

Support

Notes

)NDEXED ITEMS

MILLION PER INDEX PARTITION

3UPPORTED LIMIT

-ICROSOFT RECOMMENDS LIMITING THE NUMBER OF ITEMS IN A SINGLE PARTITION TO MILLION )N MOST CASES THIS SHOULD PROBABLY BE MUCH LESS FOR PERFORMANCE REASONS

)NDEXED ITEMS

MILLION PER 33!

3UPPORTED LIMIT

!LTHOUGH 3HARE0OINT CAN PROBABLY INDEX MORE THAN MILLION DOCUMENTS AND SUCCESSFULLY SEARCH THEM -ICROSOFT HAS SET THE SUPPORTED LIMIT AT MILLION &OR MORE THEY RECOMMEND YOU BUY &!34 FOR 3HARE0OINT

#ONCURRENT CRAWLS

PER 33!

4HRESHOLD

3EVERAL CRAWLERS CAN RUN SIMULTANEOUSLY BUT EACH TAKES RESOURCES AND HAVING TOO MANY WILL REDUCE THE OVERALL PERFORMANCE OF EACH &EWER CRAWLERS WILL OFTEN INDEX FASTER THAN TOO MANY 7E ALWAYS WANT TO AVOID MAXING OUT OUR SERVER CAPACITY AS 7INDOWS WILL COMPENSATE BY USING LESS PERFORMANT MEMORY PAGE FILE TO THE DETRIMENT OF THE WHOLE SYSTEM

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4ABLE !DMINISTRATION ,IMITATIONS

Topic

Limit

Support

#RAWL LOG ENTRIES

MILLION PER 33!

3UPPORTED %ACH INDEXED ITEM WILL HAVE A LOG ENTRY SO THIS LIMIT IS IN LIMIT ACCORDANCE WITH THE INDEXED ITEMS LIMIT

3COPE RULES

PER SCOPE

4HRESHOLD

%ACH SCOPE RULE MUST BE MAPPED IN THE DATABASE AND DATA ALLOCATED TO IT (AVING MANY RULES WILL INHIBIT THE INDEX S ABILITY TO MAINTAIN FRESHNESS

3COPE RULES

PER 33!

4HRESHOLD

4HIS LIMIT IS ALSO TO MAINTAIN FRESHNESS IN THE CRAWLED DATA

3COPES

PER SITE

4HRESHOLD

3COPES TAKE TIME AND EFFORT TO ASSEMBLE IN THE RESULT LIST 4OO MANY SCOPE RULES WILL INHIBIT PERFORMANCE

$ISPLAY GROUPS

PER SITE

4HRESHOLD

4HIS IS A LIMIT FOR A REASONABLE LIST LIMIT IN THE 3EARCH !DMINISTRATION USER INTERFACE

52, REMOVALS

REMOVALS PER OPERATION

3UPPORTED 52,S SUPPORTED FOR EACH REMOVAL OPERATION LIMIT

!UTHORITATIVE /NE TOP LEVEL PAGES FEW SECOND AND THIRD LEVEL PER 33!

4HRESHOLD

Notes

!UTHORITATIVE PAGES ADJUST RANKING VALUES !DDING TOO MANY CAN MAKE THE RANKING VERY COMPLICATED AND PROBABLY WON T MEET EXPECTATIONS 4HE BOUNDARY FOR AUTHORITATIVE PAGES IS PER 33! !N ITERATIVE APPROACH IS RECOMMENDED 4RY ADDING SOME AND CHECKING THE OUTCOME ON EACH ADJUSTMENT

+EYWORDS

PER SITE COLLECTION

3UPPORTED +EYWORDS MANAGE SYNONYMS AND BEST BETS )F YOU USE LIMIT BEST BETS PER KEYWORD THE BOUNDARY IS

WHICH IS IMPOSED BY !30 .%4 4HIS BOUNDARY CAN BE INCREASED BY EDITING THE fTQ R^]UXV AND R[XT]c R^]UXV FILES

!LERTS

PER 33!

3UPPORTED 4HIS IS THE OUTER LIMIT OF ALERTS THAT -ICROSOFT HAS TESTED LIMIT -ORE IS CERTAINLY FEASIBLE

#ONTENT SOURCES

PER 33!

4HRESHOLD

-ORE STARTING POINTS CAN CAUSE MORE TROUBLES FOR THE CRAWLER AND A MORE DIFFICULT DIAGNOSTIC EXPERIENCE !LTHOUGH IS THE ACTUAL BOUNDARY KEEPING THE STARTING POINTS FOR THE CRAWLER LOW WILL AID IN CRAWLING AND AVOID PROBLEMS

3TART ADDRESSES

PER CONTENT SOURCE

4HRESHOLD

!GAIN HAVING MORE STARTING POINTS WILL BOG DOWN THE CRAWLER -ICROSOFT RECOMMENDS USING AN (4-, LINK LIST WEB PAGE OF LINKS AND SETTING IT AS A STARTING POINT INSTEAD OF ADDING MANY STARTING POINTS 4HE BOUNDARY IS AGAIN

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

Topic

Limit

Support

Notes

#RAWL IMPACT RULES

4HRESHOLD

#RAWL IMPACT RULES INCREASE OR DECREASE THE NUMBER OF THREADS THAT THE CRAWLER USES TO CRAWL A SPECIFIC SITE 9OU CAN INCREASE THE NUMBER OF RULES OVER BUT YOU SHOULD BE CAREFUL TO CONSIDER THE ACTUAL IMPACT OF THE RULES 4HE THRESHOLD IS BASED ON HOW MANY RULES CAN BE DISPLAYED ON THE PAGE WITHOUT IT BECOMING UNRESPONSIVE 4HE TESTED LIMIT IS

#RAWL RULES

PER 33!

4HRESHOLD

3HARE0OINT CAN ACCEPT MANY MORE CRAWL RULES BUT WILL HAVE TROUBLE DISPLAYING ALL THE RULES IF TOO MANY MORE ARE ADDED )F YOU CAN T SEE THE RULES WORKING WITH THEM OR MODIFYING THEM COULD BE DIFFICULT

4ABLE 0ROPERTY ,IMITATIONS

Topic

Limit

Support

Notes

-ANAGED PROPERTIES

PER 33!

4HRESHOLD

-ETADATA CRAWLED FROM DOCUMENTS LISTS WEB PAGES OR ANY OTHER SOURCE CAN BE MAPPED TO MANAGED PROPERTIES 4HEY MUST BE MAPPED TO A MANAGED PROPERTY TO MAKE THEM SEARCHABLE 4HE SUGGESTED LIMIT FOR THESE MAPPINGS IS

-ETADATA PROPERTIES

PER ITEM

"OUNDARY

!BSOLUTE MAXIMUM NUMBER OF CRAWLABLE PROPERTIES PER DOCUMENT

-ANAGED PROPERTY MAPPINGS

PER MANAGED PROPERTY

4HRESHOLD

-ANY CRAWLED PROPERTIES CAN BE MAPPED TO A SINGLE MANAGED PROPERTY 4HIS HELPS COMBINE SIMILAR METADATA INTO A SINGLE SEARCHABLE PROPERTY 4OO MANY MAPPINGS CAN CAUSE A SLOWER CRAWL AND SLOWER QUERIES AS THE MAPPINGS MUST BE MADE AT THE CRAWL AND EACH SEARCH MUST CALL THE DIVERSE VALUES FROM THE PROPERTIES

#RAWLED PROPERTIES

PER 33!

3UPPORTED LIMIT

3HARE0OINT S CRAWLER CAN PICK UP MANY DIFFERENT PIECES OF METADATA AND BEING ABLE TO CRAWL PROPERTIES FROM METADATA IS AN ESPECIALLY POWERFUL FEATURE 4HESE PROPERTIES CAN BE LATER USED FOR SEARCH AND FILTERING -ICROSOFT SETS A SUPPORTED LIMIT OF FOR THESE PROPERTIES BUT IN MANY CASES MANY MORE COULD BE EXPECTED

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

â&#x2013; .OTE &OR MORE INFORMATION ON THESE LIMITS AND A COMPLETE LIST OF SOFTWARE LIMITS FOR 3HARE0OINT SEE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!%!&'& Pb_g

0OWER3HELL

Download from Wow! eBook <www.wowebook.com>

4HOSE ALREADY FAMILIAR WITH 3HARE0OINT WILL CERTAINLY BE FAMILIAR WITH 7INDOWS 0OWER3HELL 0OWER3HELL IS A COMMAND LINE SHELL BUILT ON THE .%4 &RAMEWORK THAT ALLOWS COMMANDS CALLED CMDLETS TO BE MADE DIRECTLY TO THE OBJECT MODEL OF 3HARE0OINT !LTHOUGH USING THE GRAPHICAL USER INTERFACE '5) OF 3HARE0OINT IS ARGUABLY EASIER AND MORE USER FRIENDLY REPEATED TASKS AND AUTOMATION CAN BE ACHIEVED USING 0OWER3HELL SCRIPTS 0OWER3HELL HAS A LARGE NUMBER OF AVAILABLE CMDLETS INCLUDED WITH 3HARE0OINT THAT CAN PROVISION THE SEARCH SERVICE ADJUST TOPOLOGY CREATE INDEX PARTITIONS MANAGE CRAWL RULES SEE #HAPTER

AND EVEN CHANGE RELEVANCY MODELS SEE #HAPTER !DMINISTRATORS WHO NEED 0OWER3HELL WILL NEED TO UNDERSTAND IT ON A LARGER SCALE FOR UNATTENDED INSTALLATIONS AND PROVISIONING OF 3HARE0OINT 7E WILL NOT GO INTO OR LIST ALL THE AVAILABLE COMMANDS OR DESCRIBE HOW THEY ARE CALLED )NSTEAD WE WILL OUTLINE A FEW USEFUL CMDLETS AND PROVIDE REFERENCES TO MORE INFORMATION ON THE VAST WORLD OF 0OWER3HELL 4HE CMDLETS MOST USEFUL FOR DEPLOYING SEARCH IN 3HARE0OINT AND COVERED IN THIS CHAPTER ARE AS FOLLOWS v

6Tc B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT

v

BcPac B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT

v

=Tf B?BTaeXRT0__[XRPcX^]?^^[

v

=Tf B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^]

v

6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^]

v

=Tf B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^]?a^gh

v

BTc B?T]cTa_aXbTBTPaRW0S\X]XbcaPcX^]2^\_^]T]c

v

=Tf B?4]cTa_aXbTBTPaRW2aPf[C^_^[^Vh

v

=Tf B?4]cTa_aXbTBTPaRW2aPf[3PcPQPbT

v

=Tf B?4]cTa_aXbTBTPaRW2aPf[2^\_^]T]c

v

BTc B?4]cTa_aXbTBTPaRW2aPf[C^_^[^Vh

v

=Tf B?4]cTa_aXbTBTPaRW@dTahC^_^[^Vh

v

6Tc B?4]cTa_aXbTBTPaRW8]STg?PacXcX^]

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

v

=Tf B?4]cTa_aXbTBTPaRW@dTah2^\_^]T]c

v

=Tf B?4]cTa_aXbTBTPaRW?a^_Tach3PcPQPbT

v

BTc B?4]cTa_aXbTBTPaRW8]STg?PacXcX^]

v

BTc B?4]cTa_aXbTBTPaRW@dTahC^_^[^Vh

0ROVISIONING 3EARCH WITH 0OWER3HELL 0ROVISIONING ANY SERVICE APPLICATION CAN BE A COMPLICATED TASK 4HERE ARE SEVERAL PREREQUISITES THAT NEED TO BE MET BEFORE ANY SERVICE APPLICATION CAN BE PROVISIONED IN A 3HARE0OINT FARM AND ALSO A NUMBER OF ADDITIONAL PARAMETERS THAT NEED TO BE IDENTIFIED IN ORDER TO ALLOW THE CMDLETS TO SUCCESSFULLY AND APPROPRIATELY RUN )F THE VARIABLES ARE NOT SET PROPERLY THE CMDLETS COULD FAIL ,UCKILY 0OWER3HELL WILL PROMPT WITH ANY MISSING REQUIRED PARAMETERS AND STEPPING THROUGH THEM AT THE COMMAND PROMPT IN 0OWER3HELL CAN HELP THE ADMINISTRATOR BUILD A SCRIPT WITH THE VARIABLES TO DEPLOY THE SEARCH "E AWARE THAT 0OWER3HELL REQUIRES A MANAGED ACCOUNT TO RUN THE 3HARE0OINT CMDLETS 4HIS CAN BE SET WITH BTc B?<P]PVTS0RR^d]c &OR THE PURPOSE OF THESE EXAMPLES WE WILL USE THE !DMINISTRATOR ACCOUNT 4HE FOLLOWING IS A STEP BY STEP GUIDE SHOWING HOW TO PROVISION SEARCH USING 0OWER3HELL AND AN EXAMPLE SCRIPT BASED ON THESE STEPS 5SE THE FOLLOWING STEPS TO PROVISION THE 3EARCH SERVICE APPLICATION

3TART THE 3EARCH SERVICE 3HARE0OINT 3ERVER 3EARCH 4HE 3EARCH SERVICE WILL ALREADY BE INSTALLED ON THE MACHINE SO IT IS JUST A MATTER OF STARTING THE SERVICE )T WILL NEED TO BE RUNNING TO PERFORM THE PROVISIONING SO IT S THE FIRST PLACE TO START )N ORDER TO START IT

HOWEVER IT IS NECESSARY TO KNOW WHAT IT IS CALLED

'ET THE LOCAL INSTANCE NAME 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT [^RP[

4HE IDENTITY IN THIS CASE WILL BE THE 'LOBALLY 5NIQUE )DENTIFIER '5)$ IN THE )$ FIELD SO THIS CAN BE COPIED AND BcPac B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT 8ST]cXch '5)$ HERE CAN BE CALLED OR PLACED IN A VARIABLE FOR LATER USE BTPaRWBTaeXRT8]bcP]RT , VTc b_T]cTa_aXbTbTPaRWbTaeXRTX]bcP]RT ~[^RP[

.EXT START THE SERVICE BcPac B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT 8ST]cXch BTPaRWBTaeXRT8]bcP]RT

â&#x2013; .OTE &OR THIS EXAMPLE PARAMETERS ARE FILLED WHERE POSSIBLE WITH THEIR ACTUAL VALUES FOR CLARITY S SAKE (OWEVER IT IS BEST TO SET VARIABLES FOR THESE VALUES IN THE SCRIPT AND CALL THEM LATER 4HIS WILL ALLOW THE VALUES TO BE RE USED AND ALSO PROVIDE THE CONTENT OF SOME OF THE PARAMETERS TO BE CALLED WHERE NECESSARY

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

#REATE AN APPLICATION POOL 4O CREATE AN APPLICATION POOL GIVE IT A NAME AND AN ACCOUNT )N THIS CASE WE WILL USE ADMINISTRATOR BUT AN ORGANIZATION WILL LIKELY WANT TO USE A DIFFERENT ACCOUNT DEPENDING ON HOW SEARCH IS DEPLOYED 4HE USER WILL NEED THE BWPaT?^X]cNBWT[[N0RRTbb ROLE ON THE CONFIGURATION DATABASE AND WILL NEED TO BE A MEMBER OF THE !DMINISTRATORS AND 733?!$-).?70' LOCAL GROUPS ON THE SERVER WHERE 3HARE0OINT IS INSTALLED =Tf B?BTaeXRT0__[XRPcX^]?^^[ ]P\T BTPaRWNBTaeXRTN0__N?^^[ PRR^d]c 0S\X]XbcaPc^a

#REATE THE 3EARCH SERVICE APPLICATION 4O DO THIS CREATE A NEW B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] GIVE IT A NAME CALL OUR PREVIOUSLY CREATED APPLICATION POOL AND ASSIGN A DATABASE NAME FOR THE ADMIN DATABASE =Tf B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] =P\T ?a^ BTPaRW BTaeXRT 0__[XRPcX^] !

P__[XRPcX^]_^^[ BTPaRWNBTaeXRTN0__N?^^[ SPcPQPbT]P\T !

BTPaRWNBTaeXRTN0S\X]N3PcPQPbT

#REATE A SERVICE APPLICATION PROXY ! PROXY IS REQUIRED TO INTERACT WITH THE SERVICE AND EXPOSE SEARCH TO THE FRONT END SEARCH 7EB 0ARTS 4O CREATE A PROXY

USE THE =Tf B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^]?a^gh CMDLET )T WILL REQUIRE A NAME AND THE ABSOLUTE 52) OF THE 3EARCH SERVICE APPLICATION THAT WAS CREATED 4O GET THE ABSOLUTE 52) MAKE A VARIABLE PLACE THE 3EARCH SERVICE APPLICATION AND THEN CALL THE 52) AS FOLLOWS BTPaRWBTaeXRT0__[XRPcX^] , 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] =Tf B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^]?a^gh ~]P\ BTPaRWNBTaeXRTN0__N?a^gh!

DaX BTPaRWBTaeXRT0__[XRPcX^] DaX 0Qb^[dcTDA8

3ET THE !DMINISTRATION COMPONENT SO #ENTRAL !DMINISTRATION CAN INTERACT WITH THE 3EARCH SERVICE 4HIS WILL REQUIRE KNOWING THE '5)$S AS THESE WILL BE TAKEN AS PARAMETERS 4HE )$S CAN BE SEEN BY USING THE 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT AND 6TcB?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] CMDLETS SEE &IGURE

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

&IGURE 3ETTING THE 3EARCH !DMINISTRATION COMPONENT USING THE )$S OF THE 3EARCH SERVICE INSTANCE AND 3EARCH SERVICE APPLICATION

/BVIOUSLY IT WILL BE MORE PRACTICAL TO USE THE VARIABLES WE HAVE ALREADY SET AND SET NEW VARIABLES TO EASILY PASS THE REQUIRED VALUES BTc B?T]cTa_aXbTBTPaRW0S\X]XbcaPcX^]2^\_^]T]c BTPaRW0__[XRPcX^] !

BTPaRWBTaeXRT0__[XRPcX^] bTPaRWbTaeXRTX]bcP]RT BTPaRWBTaeXRT8]bcP]RT

)N ORDER TO CRAWL A CRAWL COMPONENT IS REQUIRED "UT BEFORE A CRAWL COMPONENT CAN BE PROVISIONED THERE NEEDS TO BE A CRAWL TOPOLOGY IN WHICH TO PLACE IT 3O THE NEXT STEP IS TO CREATE A CRAWL TOPOLOGY 2aPf[C^_^[^Vh , bTPaRWbTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW2aPf[C^_^[^Vh .OW A CRAWL COMPONENT CAN BE CREATED "UT FIRST A NEW CRAWL DATABASE SHOULD BE CREATED 2aPf[3PcPQPbT , bTPaRWbTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW2aPf[3PcPQPbT! 3PcPQPbT=P\T 2aPf[3PcPQPbT =Tf B?4]cTa_aXbTBTPaRW2aPf[2^\_^]T]c 2aPf[C^_^[^Vh 2aPf[C^_^[^Vh! 2aPf[3PcPQPbT 2aPf[3PcPQPbT BTPaRWBTaeXRT8]bcP]RT BTPaRWBTaeXRT8]bcP]RT

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

.EXT SET THE NEW CRAWL TOPOLOGY AS ACTIVE 3EVERAL CRAWL TOPOLOGIES CAN EXIST ON A SINGLE SERVER BUT ONLY ONE CAN BE ACTIVE "EFORE ONE CAN REMOVE A CRAWL TOPOLOGY AN ALTERNATIVE MUST BE CREATED AND SET AS ACTIVE 4HEN CONTENT SOURCES WILL BE CRAWLABLE 2aPf[C^_^[^Vh k BTc B?4]cTa_aXbTBTPaRW2aPf[C^_^[^Vh ~0RcXeT

â&#x2013; .OTE 5SE AT\^eT B?4]cTa_aXbTBTPaRW2aPf[C^_^[^Vh TO REMOVE ANY OLD CRAWL TOPOLOGIES

#REATE A NEW QUERY TOPOLOGY INDEX PARTITIONS AND QUERY COMPONENT TO QUERY THE 3EARCH SERVICE APPLICATION 4HE NUMBER OF PARTITIONS ON THE SERVER CAN BE SET USING THE ~_PacXcX^]b PARAMETER @dTahC^_^[^Vh , bTPaRWBTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW@dTahC^_^[^Vh ! ?PacXcX^]b )T GETS A BIT COMPLICATED NOW SO THE PARTITION )$ WILL NEED TO BE PLACED INTO A VARIABLE AND THEN PASSED WITH THE OTHER INFORMATION TO CREATE THE NEW QUERY COMPONENT ?PacXcX^] , 6Tc B?4]cTa_aXbTBTPaRW8]STg?PacXcX^] `dTahc^_^[^Vh @dTahC^_^[^Vh =Tf B?4]cTa_aXbTBTPaRW@dTah2^\_^]T]c X]STg_PacXcX^] ?PacXcX^] ~@dTahC^_^[^Vh! @dTahC^_^[^Vh BTPaRWBTaeXRT8]bcP]RT BTPaRWBTaeXRT8]bcP]RT

â&#x2013; .OTE )T IS RECOMMENDED TO CREATE FAILOVER PARTITIONS OF ALL INDEX PARTITIONS )F MULTIPLE PARTITIONS ARE CREATED

EACH PARTITION WILL REQUIRE ITS OWN QUERY COMPONENTS 4O SET A PARTITION AS FAILOVER ADD THE PARAMETER ~UPX[^eTa>][h

&INALLY THE QUERY COMPONENT WILL NEED A PROPERTY DATABASE &OR ORDER S SAKE

CREATE A NEW DATABASE AND ASSIGN THE NEW PARTITIONS TO IT !ND THEN ACTIVATE THE QUERY TOPOLOGY ?a^_Tach3PcPQPbT , =Tf B?4]cTa_aXbTBTPaRW?a^_Tach3PcPQPbT ~bTPaRWP__[XRPcX^]!

BTPaRW0__[XRPcX^] SPcPQPbT]P\T BTPaRWN?a^_TachN3PcPQPbT ?PacXcX^] k BTc B?4]cTa_aXbTBTPaRW8]STg?PacXcX^] ?a^_Tach3PcPQPbT ! ?a^_Tach3PcPQPbT @dTahC^_^[^Vh k BTc B?4]cTa_aXbTBTPaRW@dTahC^_^[^Vh ~0RcXeT

â&#x2013; .OTE 3EARCH TOPOLOGIES CAN ALSO BE IMPORTED AND EXPORTED FOR RE USE WITH THE bTPaRWbTaeXRTP__[XRPcX^] k 4g_^ac B?4]cTa_aXbTBTPaRWC^_^[^Vh 5X[T]P\T R)KBTPaRWKC^_^[^Vh g\[

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

,ISTING PROVIDES THE COMPLETE SAMPLE SCRIPT ,ISTING 3AMPLE 3CRIPT ?a^eXbX^]BB0 _b BTc 3PcPQPbT P]S BTaeXRT =P\Tb WTaT bTc cWT\ Pb STbXaTS BTPaRWBTaeXRT0__?^^[ , BTPaRWNBTaeXRTN0__[XRPcX^]N?^^[ BTPaRW0__[XRPcX^]=P\T , ?a^ BWPaT?^X]c BTPaRW BTaeXRT 0__[XRPcX^] BTPaRW0S\X]3PcPQPbT , BTPaRWNBTaeXRTN0S\X]N3PcPQPbT 2aPf[3PcPQPbT , 2aPf[N3PcPQPbT BTPaRW?a^_Tach3PcPQPbT , BTPaRWN?a^_TachN3PcPQPbT

BTc cWT bTPaRW bTaeXRT X]bcP]RT ]P\T X] P ePaXPQ[T P]S bcPac cWT bTaeXRT BTPaRWBTaeXRT8]bcP]RT , 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT [^RP[ BcPac B?4]cTa_aXbTBTPaRWBTaeXRT8]bcP]RT 8ST]cXch BTPaRWBTaeXRT8]bcP]RT

BTc P dbTa U^a cWT bTaeXRT P]S RaTPcT P ]Tf P__[XRPcX^] _^^[ U^a bTPaRW BTPaRWNBTaeXRTN0RR^d]c , 0S\X]XbcaPc^a 0__[XRPcX^]?^^[ , ]Tf B?BTaeXRT0__[XRPcX^]?^^[ ]P\T BTPaRWBTaeXRT0__?^^[! ~PRR^d]c BTPaRWNBTaeXRTN0RR^d]c

2aTPcT cWT bTPaRW bTaeXRT P__[XRPcX^] =Tf B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] =P\T BTPaRW0__[XRPcX^]=P\T! ~P__[XRPcX^]_^^[ 0__[XRPcX^]?^^[ SPcPQPbT]P\T BTPaRW0S\X]3PcPQPbT

2aTPcT cWT BTPaRW BTaeXRT 0__[XRPcX^] ?a^gh BTPaRWBTaeXRT0__[XRPcX^] , 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] =Tf B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^]?a^gh ]P\T BTPaRWNBTaeXRTN0__N?a^gh! ~DaX BTPaRWBTaeXRT0__[XRPcX^] DaX 0Qb^[dcTDA8

BTc cWT BTPaRW BTaeXRT 0S\X]XbcaPcX^] 2^\_^]T]c BTc B?T]cTa_aXbTBTPaRW0S\X]XbcaPcX^]2^\_^]T]c ~BTPaRW0__[XRPcX^]!

BTPaRWBTaeXRT0__[XRPcX^] bTPaRWbTaeXRTX]bcP]RT BTPaRWBTaeXRT8]bcP]RT

2aTPcT P 2aPf[ c^_^[^Vh 2aPf[C^_^[^Vh , bTPaRWbTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW2aPf[C^_^[^Vh

2aTPcT P ]Tf RaPf[ SPcPQPbT P]S RaPf[ R^\_^]T]c P]S cWT] BTc cWT ]Tf 2aPf[ C^_^[^Vh 0RcXeT 2aPf[3PcPQPbT , bTPaRWbTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW2aPf[3PcPQPbT! ~3PcPQPbT=P\T 2aPf[3PcPQPbT =Tf B?4]cTa_aXbTBTPaRW2aPf[2^\_^]T]c 2aPf[C^_^[^Vh 2aPf[C^_^[^Vh ~2aPf[3PcPQPbT! 2aPf[3PcPQPbT BTPaRWBTaeXRT8]bcP]RT BTPaRWBTaeXRT8]bcP]RT 2aPf[C^_^[^Vh k BTc B?4]cTa_aXbTBTPaRW2aPf[C^_^[^Vh 0RcXeT

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

2aTPcT P ]Tf `dTah c^_^[^Vh @dTahC^_^[^Vh , bTPaRWBTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW@dTahC^_^[^Vh ?PacXcX^]b

?PacXcX^] , 6Tc B?4]cTa_aXbTBTPaRW8]STg?PacXcX^] `dTahc^_^[^Vh @dTahC^_^[^Vh =Tf B?4]cTa_aXbTBTPaRW@dTah2^\_^]T]c X]STg_PacXcX^] ?PacXcX^] ~@dTahC^_^[^Vh! @dTahC^_^[^Vh bTPaRWbTaeXRTX]bcP]RT BTPaRWBTaeXRT8]bcP]RT

2aTPcT P SPcPQPbT U^a _a^_TacXTb P]S PbbXV] Xc c^ cWT `dTah _PacXcX^] ?a^_Tach3PcPQPbT , =Tf B?4]cTa_aXbTBTPaRW?a^_Tach3PcPQPbT bTPaRWP__[XRPcX^] BTPaRWBTaeXRT0__[XRPcX^] SPcPQPbT]P\T BTPaRW?a^_Tach3PcPQPbT ?PacXcX^] k BTc B?4]cTa_aXbTBTPaRW8]STg?PacXcX^] ?a^_Tach3PcPQPbT ?a^_Tach3PcPQPbT

0RcXePcT cWT @dTah C^_^[^Vh @dTahC^_^[^Vh k BTc B?4]cTa_aXbTBTPaRW@dTahC^_^[^Vh 0RcXeT

0OWER3HELL FOR 3CALING 0OWER3HELL CAN ALSO BE EFFECTIVELY USED TO SCALE OUT THE SEARCH COMPONENTS OF 3HARE0OINT 4OPOLOGY CHANGES ARE NOT ALLOWED ON A STAND ALONE INSTALLATION SO MAKE SURE THE INSTALLATION IS APPROPRIATE 0OWER3HELL SCALING CAPABILITIES FOR 3HARE0OINT 3EARCH INCLUDE THE FOLLOWING v

!DDING QUERY COMPONENTS 1UERY COMPONENTS CAN BE ADDED ONLY TO AN INACTIVE QUERY TOPOLOGY 4HEREFORE A NEW QUERY TOPOLOGY MUST BE CREATED WITH THE DESIRED STRUCTURE BEFORE ADDING QUERY COMPONENTS !LL QUERY COMPONENTS SHOULD BE ADDED BEFORE THE QUERY TOPOLOGY IS ACTIVATED =Tf B?4]cTa_aXbTBTPaRW@dTah2^\_^]T]c

v

!DDING INDEX PARTITIONS 4HE NUMBER OF INDEX PARTITIONS MUST BE DEFINED WHEN CREATING THE QUERY TOPOLOGY !FTER CREATING THE QUERY TOPOLOGY WITH THE DESIRED NUMBER OF INDEX PARTITIONS QUERY COMPONENTS SHOULD BE SET TO THE APPROPRIATE PARTITION =Tf B?4]cTa_aXbTBTPaRW@dTahC^_^[^Vh ?PacXcX^]b !

v

!DDING PROPERTY DATABASES 0ROPERTY DATABASES CAN BE ADDED TO THE SPECIFIC 3EARCH SERVICE APPLICATION TO SUPPORT LARGE AMOUNTS OF METADATA )T ONLY REQUIRES THE 3EARCH SERVICE APPLICATION AS A PARAMETER =Tf B?4]cTa_aXbTBTPaRW?a^_Tach3PcPQPbT

v

!DDING CRAWLER COMPONENTS ! CRAWL TOPOLOGY CAN CONTAIN MULTIPLE CRAWL COMPONENTS THAT WILL AID IN CRAWL PERFORMANCE =Tf B?4]cTa_aXbTBTPaRW2aPf[2^\_^]T]c

#(!04%2 â&#x2013; 0,!..).' 9/52 3%!2#( $%0,/9-%.4

3UMMARY )N THIS CHAPTER WE LOOKED AT FACTORS TO CONSIDER WHEN DEPLOYING SEARCH INFRASTRUCTURE 7E ALSO LOOKED AT THE KEY COMPONENTS FOR THE SEARCH MODEL IN 3HARE0OINT AND HOW THEY WORK TOGETHER TO SCALE AND LOAD BALANCE 0LANNING AN INITIAL DEPLOYMENT WAS COVERED AND SUGGESTIONS AND DIAGRAMS FOR THAT PLANNING WERE GIVEN 4HERE ARE NO CLEAR RULES TO MATCH EVERY POSSIBLE CONFIGURATION BUT THE GUIDELINES GIVEN SHOULD HELP ADMINISTRATORS FIND ARCHITECTURE TO GET THEM STARTED 4HE CHAPTER ALSO ADDRESSED PERFORMANCE AND AVAILABILITY TOPICS AND GAVE SUGGESTIONS AND BEST PRACTICES FOR WHAT TO DO IF THESE AREAS BECOME AN ISSUE 3OME LIMITATIONS WERE ADDRESSED AND OUTLINED TO HELP AVOID UNREALISTIC EXPECTATIONS FOR 3HARE0OINT 3EARCH !ND FINALLY 7INDOWS 0OWER3HELL FOR SEARCH WAS INTRODUCED AND A BRIEF OVERVIEW OF THE AVAILABLE COMMANDS WAS GIVEN ! STEP BY STEP GUIDE TO A SIMPLE PROVISIONING 3HARE0OINT SEARCH AND A SAMPLE SCRIPT WERE GIVEN

&URTHER 2EADING (ERE ARE SOME SUGGESTIONS FOR FURTHER READING OR MORE DETAILS ON THE TOPICS COVERED IN THIS CHAPTER

3HARE0OINT #OMPONENTS -ICROSOFT S 2USS -AXWELL HAS SOME GOOD BLOG POSTS ON ARCHITECTURE AND SCALE HERE Wcc_) Q[^Vb \bS] R^\ Q adbb\Pg PaRWXeT ! # % bTPaRW ! PaRWXcTRcdaT P]S bRP[T _Pac RaPf[ Pb_g AND Wcc_) Q[^Vb \bS] R^\ Q adbb\Pg PaRWXeT ! # !" bTPaRW ! PaRWXcTRcdaT P]S bRP[T _Pac ! `dTah Pb_g

%NVIRONMENT 0LANNING AND -ETRICS -ICROSOFT S GUIDE ON HARDWARE AND SOFTWARE REQUIREMENTS CAN BE FOUND HERE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!%!#'$ Pb_g -ICROSOFT S GUIDE ON PERFORMANCE AND CAPACITY PLANNING CAN BE FOUND HERE Wcc_) S^f][^PS \XRa^b^Uc R^\ S^f][^PS & 5 &5 %(3 1 1%13 #%(! '%'1 4'$$$11&!##$ BTPaRWU^aB?BTaeTa! 2P_PRXch?[P]]X]V3^R S^Rg ! GUIDE ON SEARCH USAGE REPORTS CAN BE FOUND HERE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah TT' ''% Pb_g

0ERFORMANCE )NFORMATION ON STORAGE CAPACITY PLANNING AND 2!)$ CAN BE FOUND HERE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!('' Pb_g BTRcX^]""

0OWER3HELL ! GENERAL DESCRIPTION OF 7INDOWS 0OWER3HELL FOR 3HARE0OINT CAN BE FOUND HERE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah UU%!'(%' Pb_g

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! SHORT AND USEFUL LIST OF 7INDOWS 0OWER3HELL CMDLETS FOR SEARCH CAN BE FOUND HERE Wcc_) b^RXP[ cTRW]Tc \XRa^b^Uc R^\ fXZX R^]cT]cb PacXR[Tb bWPaT_^X]c bTaeTa ! bTPaRW fX]S^fb _^fTabWT[[ R\S[Tcb Pb_g ! COMPLETE LIST OF AVAILABLE CMDLETS IS LISTED ON 4ECH.ET HERE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah TT( %$%" Pb_g 3EARCH TOPOLOGY CMDLETS ARE DESCRIBED HERE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah UU%(%&%" Pb_g

CHAPTER 3

â&#x2013; â&#x2013; â&#x2013;

Setting Up the Crawler !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

3ET UP THE CRAWLER TO INDEX 3HARE0OINT CONTENT

v

!DD AND REMOVE CONTENT SOURCES

v

)MPORT AND INDEX USER PROFILES

v

#RAWL FILE SHARES AND %XCHANGE PUBLIC FOLDERS

v

4ROUBLESHOOT CRAWLER ERRORS

v

)NSTALL I&ILTERS TO CRAWL ADDITIONAL DOCUMENT TYPES

v

3ET UP FEDERATED SOURCES

!FTER THE 3HARE0OINT ENVIRONMENT HAS BEEN SUCCESSFULLY PLANNED AND INSTALLED THE NEXT STEPS ARE TO SET UP THE CRAWLER DEFINE THE CONTENT SOURCES AND APPLY ANY SPECIAL RULES OR FILTERS TO ENSURE ALL APPROPRIATE CONTENT IS INDEXED 4HIS CHAPTER WILL DIVE INTO THE INDEXING PROCESS AND HOW TO DEFINE AND SET UP EACH CONTENT SOURCE )T WILL GIVE STEP BY STEP INSTRUCTION ON ADDING OR REMOVING CONTENT SOURCES TO BE CRAWLED AS WELL AS SETTINGS SPECIFIC TO THOSE SOURCES )T WILL COVER HOW TO IMPORT USER PROFILES FROM !CTIVE $IRECTORY AND ,$!0 SERVERS AND INDEX THOSE PROFILES INTO THE SEARCH DATABASE #RAWLING AND CRAWL RULES WILL BE ADDRESSED AND SOME GUIDANCE ON COMMON PROBLEMS AND HOW TO TROUBLESHOOT THEM WILL BE ADDRESSED 7E WILL ALSO SEE HOW CRAWL RULES CAN BE APPLIED TO MODIFY THE CREDENTIALS USED TO CONNECT TO CONTENT SOURCES 4HE CHAPTER WILL ALSO COVER THE USE OF I&ILTERS TO INDEX FILE TYPES NOT SUPPORTED OUT OF THE BOX BY 3HARE0OINT 4HIRD PARTY I&ILTERS IN DETAIL WILL BE COVERED LATER IN THE BOOK SO WE WILL COVER ONLY THE INSTALLATION AND SETUP IN THIS CHAPTER AND GIVE A COUPLE OF QUICK EXAMPLES OF THE MOST COMMON FILE TYPES

0$& AND 24& &INALLY ADDING FEDERATED SOURCES WILL BE COVERED $ISPLAYING RESULTS FROM THESE SOURCES WILL BE COVERED LATER IN THE BOOK BUT THIS CHAPTER INTRODUCES THE CONCEPT OF ADDING EITHER A NEW FEDERATED SOURCE OR IMPORTING A FEDERATED LOCATION FROM -ICROSOFT S &EDERATED 3EARCH #ONNECTOR 'ALLERY

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4HE 3EARCH 3ERVICE !PPLICATION

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3HARE0OINT IS DESIGNED TO ACHIEVE MANY BUSINESS TASKS AND A LOGICAL STRUCTURE IS IMPORTANT TO CONTROL AND ORGANIZE ALL THOSE FUNCTIONS &OR THIS REASON 3HARE0OINT IS BROKEN INTO SEPARATE SERVICES -ANY OF THE ESSENTIAL SERVICES DELIVERED BY 3HARE0OINT ARE BROKEN INTO WHAT -ICROSOFT HAS CALLED SERVICE APPLICATIONS WHICH CAN CONTROL INDEPENDENTLY THE DIFFERENT TASKS THAT 3HARE0OINT PERFORMS 4HEY CAN ALSO BE INDIVIDUALLY CONFIGURED FOR PERFORMANCE AND SCALING !S WE SAW IN THE PREVIOUS CHAPTER THIS COMPARTMENTALIZATION MAKES 3HARE0OINT EXTREMELY SCALABLE AND PERFORMANT 4HE 3EARCH COMPONENTS OF 3HARE0OINT FOR MANY REASONS INCLUDING SCALING CONFIGURABILITY

AND PERFORMANCE ARE THEREFORE ISOLATED INTO THE 3EARCH SERVICE APPLICATION WHICH IS AN APPLICATION LAYER FOR CONFIGURING THE BACK END FUNCTIONALITY OF 3HARE0OINT SEARCH !LMOST ALL THE CONFIGURATION DIRECTLY RELATED TO THE SEARCH COMPONENTS IS DONE IN THE 3EARCH SERVICE APPLICATION (OWEVER AS WE WILL SEE A GREAT DEAL OF SUPPORTING CONFIGURATION MAY BE REQUIRED IN THE 5SER 0ROFILE SERVICE APPLICATION THE -ANAGED -ETADATA SERVICE OR THE "USINESS $ATA #ONNECTIVITY SERVICE 4HESE SERVICES HELP EXTEND 3HARE0OINT 3EARCH TO ADDRESS A VARIETY OF BUSINESS NEEDS 4HIS CHAPTER WILL REFER OFTEN TO THE 3EARCH SERVICE APPLICATION AND THE MENU ITEMS IN THE LEFT NAVIGATION OF THE 3EARCH 3ERVICE !PPLICATION PAGE 4HERE ARE OFTEN MANY WAYS TO GET TO THE SAME PAGES IN 3HARE0OINT 4HE MOST DIRECT ROUTE IS OUTLINED HERE

/PEN #ENTRAL !DMINISTRATION /N THE MAIN PAGE OF 3HARE0OINT #ENTRAL !DMINISTRATION THERE ARE EIGHT SECTIONS 5NDER !PPLICATION -ANAGEMENT AS SHOWN IN &IGURE CHOOSE h-ANAGE SERVICE APPLICATIONSv

&IGURE #HOOSE h-ANAGE SERVICE APPLICATIONSv FROM THE !PPLICATION -ANAGEMENT MENU

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4HE 3ERVICE !PPLICATIONS PAGE SHOWS ALL THE SERVICE APPLICATIONS RUNNING IN THE 3HARE0OINT FARM AND THEIR STATUS 3CROLL DOWN AND CHOOSE THE 3EARCH 3ERVICE !PPLICATION OPTION &IGURE

&IGURE 4HE 3EARCH 3ERVICE !PPLICATION OPTION

4HE 3EARCH 3ERVICE !PPLICATION PAGE SHOWS A 3YSTEM 3TATUS AND A #RAWL (ISTORY SECTION AS WELL AS A NAVIGATION TO THE LEFT WITH FOUR SECTIONS !DMINISTRATION #RAWLING 1UERIES AND 2ESULTS AND 2EPORTS %XAMINE THE INFORMATION IN THE 3YSTEM 3TATUS SECTION 4HIS IS THE STARTING POINT FOR MOST 3EARCH RELATED ADMINISTRATION TASKS

$EFAULT #ONTENT !CCESS !CCOUNT 3HARE0OINT S CRAWLER REQUIRES A USER TO ACCESS CONTENT AND MAKES REQUESTS TO 3HARE0OINT AND OTHER CONTENT SOURCES )T MAKES STANDARD REQUESTS TO THESE CONTENT SOURCES MUCH THE SAME WAY THAT A USER REQUESTS CONTENT THROUGH A BROWSER AND WAITS FOR A REPLY 4HE REPLY IT GETS OFTEN DEPENDS ON WHAT USER IT MAKES THOSE REQUESTS WITH 3OME CONTENT SOURCES MAY RESTRICT ACCESS TO SPECIFIC CONTENT BASED ON USER CREDENTIALS AND HAVING THE WRONG USER APPLIED TO 3HARE0OINT S DEFAULT CONTENT ACCESS ACCOUNT &IGURE CAN ADVERSELY AFFECT THE OUTCOME OF CRAWLS -AKE SURE A USER WITH APPROPRIATE PERMISSIONS TO CRAWL 3HARE0OINT IS SET ON THE DEFAULT CONTENT ACCESS ACCOUNT ON THE 3EARCH 3ERVICE !PPLICATION PAGE 4HIS USER SHOULD HAVE READ ACCESS TO ALL CONTENT THAT SHOULD BE CRAWLED 4HIS USER SHOULD NOT BE AN ADMINISTRATOR AS DOCUMENTS IN AN UNPUBLISHED STATE WOULD BE CRAWLED

&IGURE 4HE DEFAULT CONTENT ACCESS ACCOUNT )F THERE ARE CONTENT SOURCES THAT DO NOT RECOGNIZE THE DEFAULT CONTENT ACCESS ACCOUNT SPECIAL CRAWL RULES CAN BE CREATED TO USE A DIFFERENT USER FOR THOSE SOURCES 3EE MORE IN THE h5SING #RAWL 2ULESv SECTION

)NDEXING )NDEXING IS THE PROCESS OF COLLECTING DATA AND STORING IT IN A DATA STRUCTURE THAT CAN BE ACCESSED BY AN APPLICATION THAT CAN QUERY THE INDEX AND POINT TO DATA IN A DATABASE 4HIS DATA STRUCTURE IS USUALLY CALLED

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A SEARCH INDEX 3OME INDEXES CONTAIN ALL THE SEARCHABLE INFORMATION /THERS SUCH AS 3HARE0OINT S STORE THE WORDS FOUND IN THE DOCUMENTS AND POINTERS TO MORE INFORMATION ABOUT THOSE DOCUMENTS IN ANOTHER DATABASE )N 3HARE0OINT THE INDEX IS HELD ON THE QUERY SERVERS AND THE DOCUMENT DATA AND DATA RELATED TO THE CRAWLER AND ITS ADMINISTRATION ARE HELD ON THE DATABASE SERVERS (OWEVER FOR THE PURPOSE OF THIS SECTION WE WILL DISCUSS ONLY INDEXING AS THE PROCESS TO CREATE BOTH THE INDEXES AND THE RELATED SEARCH DATABASES 3HARE0OINT CAN CRAWL AND INDEX A NUMBER OF DIFFERENT FILE TYPES AND CONTENT TYPES FROM DIFFERENT SOURCES )N THIS SECTION WE WILL DISCUSS THE DIFFERENT CONTENT SOURCES AND HOW TO SET UP THE CRAWLER TO INDEX EACH ONE /UT OF THE BOX 3HARE0OINT CAN INDEX THE FOLLOWING CONTENT SOURCES v

7EB CONTENT (440 AND (4403

v

3HARE0OINT USER PROFILE DATABASES

v

,OTUS .OTES

v

%XCHANGE PUBLIC FOLDERS

v

&ILE SHARES

v

"USINESS #ONNECTIVITY 3ERVICESnCONNECTED CONTENT

v

/THER SOURCES WHERE A CONNECTOR IS PROVIDED E G $OCUMENTUM

4HESE DIFFERENT SOURCES CAN BE DIVIDED INTO TWO DIFFERENT TYPES STRUCTURED AND UNSTRUCTURED CONTENT

3TRUCTURED #ONTENT 3TRUCTURED CONTENT IS CONTENT THAT HAS A DEFINED STRUCTURE THAT CAN GENERALLY BE QUERIED TO RETRIEVE SPECIFIC ITEMS 2ELATIONAL DATABASES SUCH AS -ICROSOFT 31, 3ERVER ARE STRUCTURES THAT ALLOW THEIR CONTENT TO BE RETRIEVED IF YOU KNOW THE ROW AND COLUMN )$ OF THE CELL WHERE THAT DATA SITS $ATABASES ALLOW THEIR CONTENT TO BE RETRIEVED IF THE USER OR THE USER INTERFACE KNOWS HOW TO ACQUIRE THE LOCATION OF THE DATA -OST RELATIONAL DATABASES HAVE THEIR OWN INDICES TO HELP LOCATE THESE )$S 4HESE ARE GENERALLY NOT VERY PERFORMANT AND DO NOT SUPPORT FREE TEXT SEARCH WELL ! SEARCH ENGINE DATABASE STRUCTURE WILL PERFORM MUCH BETTER AT FINDING ALL OF THE OCCURRENCES OF A PARTICULAR TERM IN A TIMELY MANNER 7HEN WE MARRY UNSTRUCTURED AND STRUCTURED CONTENT OR EVEN TWO DISPARATE STRUCTURED CONTENT SOURCES WE LOSE THE ABILITY TO SIMPLY LOOK UP CELL )$S TO FIND THE SPECIFIC DATA !DDITIONALLY DIFFERENT DATABASES INDICES SELDOM IF EVER WORK TOGETHER 4HIS IS WHERE A SEARCH ENGINE BECOMES CRUCIAL 3HARE0OINT S SEARCH COMPONENTS CAN INDEX BOTH UNSTRUCTURED AND STRUCTURED CONTENT STORE THEM TOGETHER RETURN THEM IN A HOMOGENIZED RESULT SET FILTER BASED ON DETERMINED METADATA AND LEAD THE END USER TO THE SPECIFIC SOURCE SYSTEM 3HARE0OINT HAS A POWERFUL FEATURE FOR INDEXING STRUCTURED CONTENT 4HIS FEATURE CALLED "USINESS #ONNECTIVITY 3ERVICES ALLOWS ADMINISTRATORS TO DEFINE CONNECTORS TO STRUCTURED DATA SOURCES AND INDEX THE CONTENT FROM THEM IN A LOGICAL AND ORGANIZED MANNER MAKING THAT DATA SEARCHABLE AND USEFUL FROM 3HARE0OINT

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"#3 IS CAPABLE OF COLLECTING CONTENT OUT OF THE BOX FROM v

-3 31, $ATABASES

v

.ET ASSEMBLIES

!DDITIONALLY CUSTOM CONNECTORS CAN BE CREATED TO ALLOW IT TO INDEX ALMOST ANY OTHER CONTENT SOURCE

INCLUDING v

/THER DATABASES

v

,INE OF BUSINESS APPLICATIONS SUCH AS 3EIBEL AND 3!0

v

/THER ENTERPRISE RESOURCE PLANNING %20 SYSTEMS

v

-ANY OTHER APPLICATIONS AND DATABASES

5NSTRUCTURED #ONTENT 5NSTRUCTURED CONTENT REFERS TO CONTENT THAT IS NOT SET IN A STRICT STRUCTURE SUCH AS A RELATIONAL DATABASE 5NSTRUCTURED CONTENT CAN BE E MAILS DOCUMENTS OR WEB PAGES 5NSTRUCTURED CONTENT IS THE BIGGEST CHALLENGE FOR SEARCHING AS IT REQUIRES THE SEARCH ENGINE TO LOOK FOR SPECIFIC TERMS ACROSS A HUGE CORPUS OF FREE TEXT 5NSTRUCTURED SEARCH IS OFTEN REFERRED TO AS hFREE TEXTv SEARCH /UT OF THE BOX 3HARE0OINT CAN INDEX THE FOLLOWING UNSTRUCTURED CONTENT SOURCES v

3HARE0OINT SITES

v

,OTUS .OTES SITES

v

&ILE SHARES

v

%XCHANGE PUBLIC FOLDERS

v

%XTERNAL AND INTERNAL WEB SITES

v

/THER SOURCES WHERE A CONNECTOR IS AVAILABLE

#RAWLING 3HARE0OINT 3ITES 3ETTING UP TARGET SITES TO CRAWL IN 3HARE0OINT IS EASY 4HE #ONTENT 3OURCES SECTION IN THE 3EARCH SERVICE APPLICATION ALLOWS THE ADMINISTRATOR TO ADD ANY TYPE OF SUPPORTED CONTENT SOURCE "Y DEFAULT WHEN INSTALLED THE CONTENT SOURCE OF THE LOCAL WEB APPLICATIONS ASSOCIATED WITH THE 3HARE0OINT SITE WILL BE DEFINED )F A 3HARE0OINT INSTALLATION IS DEDICATED SOLELY TO SEARCH THE TARGET 3HARE0OINT SITE COLLECTION SHOULD BE EXPLICITLY DEFINED AS A CONTENT SOURCE )N ORDER TO DO THIS NAVIGATE TO THE 3EARCH 3ERVICE !PPLICATION PAGE IN THE #ENTRAL !DMINISTRATION UNDER -ANAGE 3ERVICE !PPLICATIONS /N THE LEFT HAND MENU THERE ARE SEVERAL SEARCH SPECIFIC ITEMS ONE OF THEM BEING #ONTENT 3OURCES /N THIS PAGE THERE IS A FULL LISTING OF ALL THE CONTENT SOURCES BEING INDEXED BY 3HARE0OINT SEE &IGURE

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&IGURE #ONTENT 3OURCES PAGE

â&#x2013; .OTE 4HE TYPE OF CONTENT SOURCE SHOULD BE CHOSEN SO 3HARE0OINT S CRAWLER KNOWS HOW TO CONNECT AND HANDLE THE DOCUMENTS IT IS CRAWLING )F A 3HARE0OINT SITE IS BEING INDEXED THE CRAWLER CAN CONNECT AND RETRIEVE ALL THE DOCUMENTS LISTS LIST ITEMS LIBRARIES AND ANY ASSOCIATED METADATA

â&#x2013; .OTE .OTICE THE 303 PROTOCOL IN THE 3TART !DDRESS DEFINITIONS ON THE #ONTENT 3OURCES PAGE &IGURE 4HIS IS THE PROTOCOL BY WHICH 3HARE0OINT CONNECTS TO THE 5SER 0ROFILE REPOSITORY AND INDEXES USER DATA )F USER DATA IS TO BE INDEXED THIS PROTOCOL AND TARGET SHOULD BE DEFINED )F THERE ARE ISSUES SEARCHING FOR PEOPLE CHECK IN THIS SECTION FIRST

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

&IGURE $EFINING START ADDRESSES IN A CONTENT SOURCE

#RAWLING 5SERS 0ROFILES %NOUGH CANNOT BE SAID ABOUT THE POWER OF CONNECTING PEOPLE FOR BUSINESS &OR MOST ORGANIZATIONS THEIR PEOPLE AND THOSE PEOPLE S EXPERTISE ARE THEIR BIGGEST ASSETS &INDING PEOPLE AND EXPERTISE IN A COMPANY CAN BE A CHALLENGING TASK AT THE BEST OF TIMES AND EXPERIENCE AND SKILLS CAN GO LARGELY UNEXPLOITED BECAUSE PEOPLE WITH THE RIGHT KNOWLEDGE CANNOT BE FOUNDÂ&#x2C6;OR WORSE THEIR COLLEAGUES DON T EVEN KNOW THEY EXIST 3HARE0OINT S 0EOPLE 3EARCH IS A POWERFUL FEATURE TO EXPOSE PEOPLE IN AN ORGANIZATION AND THEIR EXPERTISE MAKING THEM FINDABLE AND ACCESSIBLE 4HE PEOPLE SEARCH MECHANISM ALTHOUGH A SIMPLE ENOUGH CONCEPT REQUIRES THE IDENTIFICATION OF PEOPLE IN THE ORGANIZATION THEIR EXPERTISE AND THEIR CONTACT INFORMATION )N ORDER TO EXPOSE THIS INFORMATION AND FIND THE RELEVANT PEOPLE 3HARE0OINT MUST FIRST BE ABLE TO CRAWL THE INFORMATION ABOUT THESE PEOPLE 0EOPLE DATA IN 3HARE0OINT COMES FROM INDEXING USER PROFILES 5SER PROFILES ARE HELD IN 3HARE0OINT AND HOLD THE INFORMATION ABOUT ALL THE USERS OF 3HARE0OINT AS WELL AS OTHER POTENTIAL 3HARE0OINT USERS THAT MAY HAVE PROFILE DATA IMPORTED FROM !CTIVE $IRECTORY OR SOME OTHER DIRECTORY SERVER SERVICE 5SER PROFILE DATA CAN BE ENTERED MANUALLY EITHER BY THE ADMINISTRATOR OR BY THE USERS THEMSELVES IN THEIR PERSONAL SITE -Y3ITE !DDITIONALLY OTHER DATA SOURCES CAN BE USED TO POPULATE USER PROFILE DATA 5SUALLY THE STARTING POINT FOR AN ORGANIZATION IS TO SYNCHRONIZE THE EXISTING INFORMATION THEY HAVE IN THEIR ORGANIZATION S DIRECTORY WITH 3HARE0OINT AND THEN ALLOW CONNECTED USERS TO ENRICH THAT INFORMATION ON THEIR -Y3ITE PAGES 4HIS WILL ALLOW FOR RICH METADATA AND SOCIAL SEARCH FUNCTIONALITY IN 0EOPLE 3EARCH (OWEVER THIS IS NOT STRICTLY NECESSARY AND DATA FROM A DIRECTORY SERVER IS NOT REQUIRED TO HAVE A RICH

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

PEOPLE SEARCH EXPERIENCE AS LONG AS USERS ARE AWARE OF THE -Y3ITE FEATURE AND HAVE THE TIME AND INTEREST TO KEEP IT UP TO DATE 5SER PROFILE DATA IS MANAGED BY THE 5SER 0ROFILE SERVICE APPLICATION IN THE 3ERVICE !PPLICATIONS SECTION OF #ENTRAL !DMINISTRATION &OR THE PURPOSE OF THIS BOOK WE WILL ONLY GO INTO CRAWLING USER PROFILES AND SYNCHRONIZING THEM WITH $IRECTORY 3ERVERS BUT IT IS IMPORTANT TO NOTE THAT A GREAT DEAL OF RICH USER INFORMATION CAN BE MANAGED FROM THIS SERVICE APPLICATION !DDITIONALLY THE 5SER 0ROFILE SERVICE APPLICATION MAKES IT POSSIBLE TO SHARE USER DATA ACROSS MULTIPLE SITES AND FARMS 4HIS CAN ALLOW FOR A RICH AND EFFECTIVE PEOPLE SEARCH AND EXPOSE EXPERTISE IN AREAS OF THE ORGANIZATION NOT PREVIOUSLY ACCESSIBLE TO MANY EMPLOYEES 4HE PROTOCOL USED TO CRAWL DATA COLLECTED FROM THE 5SER 0ROFILE SERVICE IS CALLED 303 )T CAN BE SEEN SET IN THE DEFAULT CONTENT SOURCE FOR 3HARE0OINT SITES AS b_b") bTaeTa]P\T )F USER PROFILES ARE NOT CRAWLED CHECK IF THIS SITE IS SET IN THE DEFAULT CONTENT SOURCE

â&#x2013; 4IP )F YOUR -YSITE DEFINITION USES 3ECURE 3OCKETS ,AYER OR 4RANSPORT ,AYER 3ECURITY HTTPS IT MAY BE NECESSARY TO SET THE 303 PROTOCOL TO USE SECURE SOCKETS SPS S AS WELL

3YNCHRONIZING 5SER 0ROFILES 4O SYNCHRONIZE USER PROFILES NAVIGATE TO THE h-ANAGE SERVICE APPLICATIONSv PAGE IN #ENTRAL !DMINISTRATION &IGURE

&IGURE 4HE !PPLICATION -ANAGEMENT MENU 4HEN CHOOSE THE 5SER 0ROFILE 3ERVICE !PPLICATION LINK SEE &IGURE #HECK IF THE SERVICE APPLICATION IS STARTED IN THE RIGHT HAND COLUMN

&IGURE #HOOSING THE 5SER 0ROFILE 3ERVICE !PPLICATION LINK

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

4HE SOURCES FOR USER PROFILE INFORMATION ARE MANAGED IN THE 3YNCHRONIZATION SECTION WHERE DIFFERENT USER DATA SOURCES CAN BE DEFINED AND SYNCHRONIZATION SCHEDULES DEFINED &IGURE

&IGURE 4HE 5SER 0ROFILE 3ERVICE !PPLICATION PAGE 3ELECTING THE #ONFIGURE 3YNCHRONIZATION #ONNECTION MENU ITEM WILL DISPLAY THE PAGE WHERE ADDITIONAL USER PROFILE DATA SOURCES CAN BE ADDED 4O ADD A NEW SOURCE TO SYNCHRONIZATION SELECT #REATE .EW #ONNECTION 4HE FOLLOWING SOURCE TYPES CAN BE SELECTED v

!CTIVE $IRECTORY

v

!CTIVE $IRECTORY ,OGON $ATA

v

!CTIVE $IRECTORY 2ESOURCE

v

"USINESS $ATA #ONNECTIVITY

v

)"- 4IVOLI $IRECTORY 3ERVER

v

.OVELL E$IRECTORY

v

3UN *AVA 3YSTEM $IRECTORY 3ERVER

â&#x2013; .OTE 4HE 3YNCHRONIZATION #ONNECTION PAGE RETURNS RELATIVELY GOOD ERRORS IF THE CONNECTION FAILS BUT THE 0OPULATE #ONTAINERS BUTTON WILL STILL FUNCTION EVEN IF ALL THE REQUIRED FIELDS ARE NOT FILLED OUT -AKE SURE YOU HAVE THE CORRECT DOMAIN SERVER AND USER INFORMATION TO CONNECT AND RETRIEVE THE DIRECTORY DATA

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

5SER !CCOUNTS 4HE SYNCHRONIZATION CONNECTION SETTINGS SHOULD USE AN ACCOUNT THAT HAS ACCESS TO THE DATA SOURCE 4HE ACCOUNT SHOULD BE ABLE TO READ ALL THE USER PROFILE DATA ON THE DIRECTORY SERVER BEING SYNCHRONIZED (OW THIS ACCOUNT IS SET UP MAY VARY DEPENDING ON THE SOURCE SYSTEM 4HE SOURCE SYSTEMS ARE DEFINED ON THE !DD 3YNCHRONIZATION PAGE AND CAN BE SET BY CHOOSING THE CORRECT SYSTEM LISTED HERE IN THE 4YPE DROP DOWN MENU SHOWN IN &IGURE 7HEN USING "USINESS $ATA #ONNECTIVITY 3ERVICES AN ACCOUNT IS NOT REQUIRED AS THE ACCOUNTS SET IN THE "USINESS $ATA #ONNECTIVITY ENTITY WILL BE USED v

!CTIVE $IRECTORY 4HE USER MUST HAVE 2EPLICATE $IRECTORY #HANGES PERMISSION ON THE TARGET DOMAIN &OR 7INDOWS !CTIVE $IRECTORY INSTALLATIONS THE USER SHOULD BE A MEMBER OF THE 0RE 7INDOWS #OMPATIBLE !CCESS GROUP &OR DOMAINS WITH A DIFFERENT .ET")/3 NAME THE R],R^]UXVdaPcX^] CONTAINER IN !CTIVE $IRECTORY SHOULD BE CHECKED TO MAKE SURE THE USER HAS 2EPLICATE $IRECTORY #HANGES PERMISSION !S EXPORTING PROPERTY VALUES IS ALSO LIKELY THE USER SHOULD ALSO HAVE #REATE #HILD /BJECTS AND 7RITE !LL 0ROPERTIES PERMISSIONS

&IGURE !DDING A NEW $IRECTORY 3ERVER SOURCE FOR SYNCHRONIZATION

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

v

.OVEL E$IRECTORY .OVEL E$IRECTORY SHOULD BE CONFIGURED TO ALLOW THE SPECIFIED USER TO BROWSE IN THE %NTRY 2IGHTS PROPERTY FOR THE DIRECTORY TREE WHERE THE USERS TO IMPORT ARE LISTED !DDITIONALLY IT SHOULD GIVE THE USER 2EAD 7RITE AND #OMPARE RIGHTS IN !LL !TTRIBUTES FOR THE SAME DIRECTORY TREE

v

3UN *AVA 3YSTEM $IRECTORY 3ERVER )N THE 3UN *AVA 3YSTEM $IRECTORY 3ERVER

!NONYMOUS !CCESS TO 2OOT$3% SHOULD BE ENABLED WITH 2EAD 7RITE #OMPARE

AND 3EARCH RIGHTS )F THE INTENTION IS TO INCREMENTALLY SYNCHRONIZE RECOMMENDED FOR LARGE DIRECTORIES THE ACCOUNT SHOULD ALSO HAVE 2EAD #OMPARE AND 3EARCH PERMISSIONS ON THE R],RWP]VT[^V OBJECT

v

)"- 4IVOLI 4HE ACCOUNT SPECIFIED TO SYNCHRONIZE WITH )"- 4IVOLI SHOULD BE A MEMBER OF THE ADMINISTRATIVE GROUP

â&#x2013; .OTE 4O CONFIGURE SYNCHRONIZATION WITH A ,IGHTWEIGHT $IRECTORY )NTERCHANGE &ORMAT ,$)& FILE SEE THE HOW TO GUIDE PROVIDED BY -ICROSOFT ON 4ECH.ET Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah UU($(!"# Pb_g

%XCLUDING $IRECTORY 4REE .ODES 3HARE0OINT ALLOWS THE ADMINISTRATOR TO CHOOSE WHICH LEVELS OF THE DIRECTORY AND WHICH NODES TO SYNCHRONIZE !LL OTHER NODES WILL BE EXCLUDED 4HE ADMINISTRATOR CAN SELECT THE ENTIRE DIRECTORY BY CHOOSING 3ELECT !LL OR CHOOSE EACH ORGANIZATIONAL UNIT SEPARATELY 3INCE GENERALLY CURRENT USER DATA IS INTERESTING ONLY TO AN ORGANIZATION IT IS RECOMMENDED THAT CARE IS TAKEN TO SELECT ONLY ORGANIZATIONAL UNITS THAT HAVE CURRENT USERS IN THEM %XCLUDE FORMER EMPLOYEES SERVICE USERS COMPUTERS ETC 3EE &IGURE

&IGURE 3ELECTING THE DIRECTORY CONTAINERS AND USERS TO BE SYNCHRONIZED FOR USER DATA

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

â&#x2013; .OTE 4HE 5SER 0ROFILE SERVICE MUST BE SET TO SYNCH BEFORE ANY USER PROFILES CAN BE CRAWLED "E SURE TO INITIATE AN INITIAL SYNCH BEFORE CRAWLING AND EXPECTING USERS TO BE SEARCHABLE

3EARCHING FROM -Y3ITES

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%ACH -Y3ITE HAS ITS OWN SEARCH BOX THAT IS SIMILAR TO ALL THE PAGES IN A 3HARE0OINT SITE (OWEVER THIS -Y3ITE SEARCH BOX CAN HAVE A DIFFERENT TARGET SEARCH CENTER $ESIGNATING THE TARGET SEARCH CENTER FOR -Y3ITES IS DONE IN THE 5SER 0ROFILE SERVICES APPLICATION UNDER -Y3ITE 3ETTINGS &IGURE

&IGURE 3ETTING THE APPROPRIATE TARGET SEARCH CENTER FOR -Y3ITES

#RAWLING &ILE 3HARES 3HARE0OINT 3EARCH IS TRULY DESIGNED AS AN ENTERPRISE SEARCH TOOL -ANY DO NOT APPRECIATE THE EXTENSIVE SEARCH CAPABILITIES OF 3HARE0OINT BECAUSE OF ALL ITS OTHER ENTERPRISE FUNCTIONALITY 3HARE0OINT HAS EXTENSIVE INDEXING CAPABILITIES AND ONE OF THE MOST USEFUL IS THE INDEXING OF FILE SHARES 7E HAVE YET TO ENCOUNTER AN ORGANIZATION WITHOUT HOARDS OF DATA STORED AWAY ON FILE SHARES 3OME OR ALL OF THIS DATA MAY NOT BE INTERESTING AND CARE SHOULD BE TAKEN AS TO WHAT IS INCLUDED IN AN INDEX 7E WILL COVER THIS IN DETAIL IN #HAPTER (OWEVER THE ABILITY TO INDEX AND EXPOSE THE POTENTIAL TREASURE TROVES OF INFORMATION LOCKED AWAY IN THESE DATA GRAVEYARDS IS VAST 4HIS SECTION WILL OUTLINE HOW TO QUICKLY AND EASILY SET UP THE 3HARE0OINT CRAWLER TO INDEX FILE SHARES ,IKE ADDING 3HARE0OINT SITES SETTING THE CRAWLER TO INDEX FILE SHARES IS DONE IN THE !DD #ONTENT 3OURCES PAGE IN THE 3EARCH SERVICE APPLICATION SEE &IGURE

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&IGURE 4HE !DD #ONTENT 3OURCE PAGE DEFINING FILE SHARES TO CRAWL $EFINED PATHS IN THE 3TART !DDRESSES SECTION MUST BE EITHER 5.# PATHS OR PATHS USING THE FILE PROTOCOL UX[T) UX[TbWPaT 4ESTING THE PATHS BY MAPPING THE DRIVES ON THE SERVER IS ADVISABLE BEFORE ADDING THEM AS CONTENT SOURCES -AKE SURE THE CRAWL USER HAS READ ACCESS TO THE FILE SHARES #RAWLED FILES MAY ALSO CONTAIN METADATA THAT CAN BE USED BY THE SEARCH REFINERS IN 3HARE0OINT OR IN SCOPES 4HIS METADATA IS USUALLY NOT MADE AVAILABLE BY DEFAULT IN 3HARE0OINT UNLIKE MANY OF THE DOCUMENT PROPERTIES IN DOCUMENTS MANAGED BY 3HARE0OINT IN DOCUMENT LIBRARIES -AKING SURE THIS METADATA IS CRAWLED AND MAPPED TO MANAGED PROPERTIES IN 3HARE0OINT CAN ALLOW FOR THIS METADATA TO BE USED IN REFINERS AND SCOPES 3EE THE SECTION LATER IN THIS CHAPTER ON CRAWLING AND MAPPING METADATA FOR MORE DETAILS ON HOW TO MAP THIS CRAWLED METADATA

â&#x2013; .OTE &ILE SHARES ARE OFTEN FILLED WITH DOCUMENT TYPES THAT ARE NOT INDEXED BY DEFAULT BY 3HARE0OINT S CRAWLER ,UCKILY 3HARE0OINT HAS THE ABILITY VIA THE 7INDOWS OPERATING SYSTEM TO CONVERT AND CRAWL TEXT FROM OTHER FILE TYPES USING I&ILTERS I&ILTERS CAN BE PROGRAMMED FOR CUSTOM FILE TYPES OR PURCHASED FROM THIRD PARTY VENDORS 7E WILL ADDRESS I&ILTERS LATER IN THIS SECTION AND LATER IN THE BOOK

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#RAWLING 7EB 3ITES 3HARE0OINT CAN ALSO CRAWL WEB SITES AND HAS A UNIQUE CRAWLING MECHANISM FOR INDEXING WEB CONTENT !LTHOUGH 3HARE0OINT ITSELF IS ESSENTIALLY A VERY POWERFUL WEB SITE FOR PORTAL USAGE THE CRAWLING MECHANISM DIFFERS INSOMUCH AS THE WEB CRAWLING MECHANISM OF 3HARE0OINT HAS SPECIAL CAPABILITIES FOR PARSING (YPER4EXT -ARKUP ,ANGUAGE (4-, AND EXTRACTING CONTENT FROM (4-, TAGS 7HEN CRAWLING 3HARE0OINT SITES THE CRAWLER USES A DIFFERENT APPLICATION PROGRAMMING INTERFACE !0) TO COLLECT DOCUMENTS AND A RICH AMOUNT OF ASSOCIATED INFORMATION SUCH AS CUSTOM PROPERTIES )T IS GENERALLY RECOMMENDED THAT 3HARE0OINT SITES EVEN THOSE THAT ARE USED AS EXTERNAL WEB SITES

SHOULD BE INDEXED AS 3HARE0OINT SITES )F INDEXING A WEB SITE BUILT ON SOME OTHER CONTENT MANAGEMENT SYSTEM OR INDEXING ALL OR PART OF AN EXTERNAL WEB SITE THE WEB SITE DEFINITION SHOULD BE USED #RAWLING SITES AS WEB SITES WILL LIMIT THE CRAWLER TO INDEXING CONTENT RETRIEVABLE ON THE PRESENTATION TIER OF THE WEB SITEÂ&#x2C6;THAT IS THE WEB SITES AS ANONYMOUS VISITORS WILL SEE THEM 4HERE ARE TIMES WHEN IT MAY BE NECESSARY OR DESIRABLE TO INDEX 3HARE0OINT SITES AS WEB SITES AND THIS IS ALSO POSSIBLEÂ&#x2C6;FOR EXAMPLE IF THE 3HARE0OINT SITE IS FOR A PUBLIC SITE NOT OWNED OR OPERATED BY THE ORGANIZATION IF THE SITE IS BEHIND A FIREWALL OR IF THE 3HARE0OINT SITE IS BASED ON A DIFFERENT VERSION OF 3HARE0OINT AND IT IS NOT POSSIBLE TO INDEX IT AS A 3HARE0OINT SITE 7EB SITES SHOULD BE ADDED BY ADDING THE ENTIRE (YPTER4EXT 4RANSFER 0ROTOCOL (440 OR (440 WITH 3ECURE 3OCKET ,AYERS 33, PATH (4403 3EE &IGURE

&IGURE !DDING A WEB SITE CONTENT SOURCE

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7EB SITES ARE ANYTHING BUT A STANDARD GROUP OF ITEMS 4HERE ARE NEARLY AS MANY VARIATIONS OF HOW WEB SITES ARE BUILT AS WEB SITES THEMSELVES %VEN THOUGH STANDARDS EXIST FOR (4-, AND WEB CONTENT IT IS VERY DIFFICULT TO FIND A SITE THAT FOLLOWS THESE STANDARDS 2ESPECT SHOULD BE GIVEN TO BROWSER DEVELOPERS FOR GIVING END USERS SUCH A RICH EXPERIENCE GIVEN THE STATE OF MOST WEB SITES 7ITH THAT SAID THE ARGUMENT EXISTS THAT IF BROWSERS WERE NOT AS FORGIVING WEB DEVELOPERS WOULD BE MORE CAREFUL -OST CRAWLERS ARE USUALLY NOT AS FORGIVING 4HIS IS USUALLY DUE TO THE FACT THAT A CRAWLER NEEDS TO MAKE SENSE OF THE CONTENT IT IS GETTING IN THE (4-, NOT JUST DISPLAY IT -ANY FACTORS MAKE CRAWLING WEB PAGES TRICKY INCLUDING v

*AVA3CRIPT #RAWLERS GENERALLY CANNOT UNDERSTAND *AVA3CRIPT AND WILL IGNORE IT

v

&LASH #RAWLERS WILL NOT INDEX THE CONTENT OF &LASH OBJECTS IN MOST CASES

v

)MAGES 7EB CRAWLERS DO NOT MAKE SENSE OF IMAGES OUTSIDE OF THEIR METATAGS OR ALT TAGS 3CANNED TEXT IS A SPECIAL PROBLEMÂ&#x2C6;ALTHOUGH USERS SEE TEXT CRAWLERS SEE ONLY AN IMAGE

v

"ROKEN (4-, !LTHOUGH BROWSERS WILL DISPLAY POORLY FORMATTED (4-, CRAWLERS CAN OFTEN STUMBLE ON IT

v

0OOR OR MISSING METADATA 7EB PAGES CAN HOLD METADATA AND THIS CAN IMPROVE THE RICHNESS OF THE CONTENT (OWEVER MOST CONTENT MANAGEMENT SYSTEMS DO A POOR JOB OF MANAGING AND PUBLISHING METADATA #USTOM SITES ARE EVEN WORSE

v

0AGE OR SITE BASED CRAWL RULES 2OBOTS METATAGS OR a^Q^cb cgc FILES

4HESE ISSUES MAKE CRAWLING WEB SITES DIFFICULT AND THE CONTENT COLLECTED FROM THEM OFTEN NOT AS GOOD AS THAT FROM A 3HARE0OINT SITE )F THE ADMINISTRATOR HAS CONTROL OF THE WEB SITE CORRECTING THESE ISSUES CAN MAKE THE WEB CONTENT MORE ACCESSIBLE TO 3HARE0OINT 3EARCH AS WELL AS TO GLOBAL SEARCH IF THE SITE IS EXPOSED TO THE 7ORLD 7IDE 7EB

#RAWLING %XCHANGE 0UBLIC &OLDERS 3HARE0OINT CAN ALSO CRAWL %XCHANGE PUBLIC FOLDERS ,IKE FILE SHARES PUBLIC FOLDERS HAVE ENJOYED A CERTAIN LEVEL OF POPULARITY FOR STORING SHARED DOCUMENTS %XCHANGE HAS THE HANDY CAPABILITY OF SHARING E MAIL MESSAGES AND DOCUMENTS BY PLACING THEM IN SHARED PUBLIC FOLDERS 3INCE MANY INFORMATION WORKERS ARE ACTIVELY USING /UTLOOK HAVING SHARED DOCUMENTS AND E MAIL IN %XCHANGE CAN BE VERY USEFUL /F COURSE 3HARE0OINT IS THE NEXT GENERATION SOLUTION AND THERE ARE MANY ADVANTAGES TO MOVING THIS CONTENT DIRECTLY INTO 3HARE0OINT (OWEVER IF MOVING THEM IS NOT DESIRABLE INDEXING THAT CONTENT AND MAKING IT AVAILABLE IN 3HARE0OINT S SEARCH IS POSSIBLE 3ETTING UP THE CRAWLER TO CRAWL PUBLIC FOLDERS IS SIMILAR TO THE PREVIOUS CONTENT SOURCES EXCEPT YOU WILL NEED TO BE AWARE OF WHAT USER RIGHTS THE CRAWLER ACCOUNT HAS )F IT DOES NOT HAVE READ ACCESS TO THE PUBLIC FOLDERS THAT NEED INDEXING A CRAWL RULE WILL NEED TO BE ADDED THAT DEFINES THIS USER &OLLOW THESE STEPS TO ADD %XCHANGE PUBLIC FOLDERS AS A CONTENT SOURCE SEE &IGURE

)N THE 3EARCH 3ERVICE !PPLICATION PAGE IN THE #ENTRAL !DMINISTRATION SELECT #ONTENT 3OURCES AND .EW #ONTENT 3OURCE

&ILL OUT THE FIELDS WITH THE APPROPRIATE INFORMATION AND SELECT %XCHANGE PUBLIC FOLDERS AS THE CONTENT SOURCE

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3ET THE %XCHANGE SERVER AND THE PATH TO THE PUBLIC FOLDERS TO BE INDEXED IN THE 3TART !DDRESSES FIELD )NTERNAL SITES CAN USE THE .ET")/3 NAME IN PLACE OF THE FULLY QUALIFIED DOMAIN NAME &1$. )F %XCHANGE 7EB !CCESS IS RUNNING UNDER 3ECURE 3OCKET ,AYERS BE SURE TO USE THE (4403 PROTOCOL IN THE PATH )F THE SERVER IS %XCHANGE 30 OR LATER VERSIONS THE PATH TO THE PUBLIC FOLDER CAN BE IDENTIFIED BY ACCESSING THE PUBLIC FOLDERS VIA %XCHANGE 7EB !CCESS AND COPYING THE PATH IN THE ADDRESS BAR FROM THE BROWSER

&ILL OUT THE OTHER FIELDS WITH APPROPRIATE CHOICES INDEX SUBFOLDERS SCHEDULE CRAWL ETC

%NSURE THE CRAWL USER HAS READ ACCESS TO THE PUBLIC FOLDERS OR CREATE A NEW CRAWL RULE THAT HAS THE CREDENTIALS OF A USER THAT DOES HAVE ACCESS 3EE THE FOLLOWING SECTION ON CRAWL RULES FOR MORE GUIDANCE

/NCE AGAIN THE CRAWLER WILL COMMUNICATE WITH THE %XCHANGE SERVER IN A DIFFERENT WAY THAN OTHER CONTENT SOURCES &OR THIS REASON IT IS IMPORTANT TO MAKE SURE THAT THE CONTENT SOURCE IS CORRECTLY DEFINED

&IGURE !DDING %XCHANGE PUBLIC FOLDERS AS A CONTENT SOURCE

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#RAWLING ,INE OF "USINESS $ATA ,INE OF BUSINESS ,/" SYSTEMS ARE THOSE SYSTEMS IN AN ORGANIZATION THAT PERFORM TASKS CRITICAL TO THE OPERATION FOR THE BUSINESS !LTHOUGH THIS DEFINITION IS RELATIVELY BROAD GENERALLY SYSTEMS SUCH AS ENTERPRISE RESOURCE PLANNING %20 ACCOUNTING AND CUSTOMER RELATIONS MANAGEMENT #2- SYSTEMS ARE INCLUDED IN THIS DEFINITION &OR MANY ORGANIZATIONS 3HARE0OINT IS QUICKLY BECOMING AN INTEGRAL PART OF THESE SYSTEMS 3INCE 3HARE0OINT IS A RELATIVELY NEW AND LIGHTWEIGHT TOOL FOR MANY ORGANIZATIONS

BRINGING DATA FROM LARGER OLDER OR MORE CORE BUSINESS SYSTEMS CAN BE IMPORTANT 4HE ABILITY TO CRAWL LINE OF BUSINESS DATA FROM OTHER )4 SYSTEMS IS ONE OF THE FEATURES THAT MAKES 3HARE0OINT A TRUE ENTERPRISE SEARCH TOOL 4HIS ABILITY IS MADE POSSIBLE BY THE POWERFUL "USINESS #ONNECTIVITY 3ERVICES WHICH HAS AN ENTIRE CHAPTER IN THIS BOOK DEDICATED TO IT #HAPTER )F IT IS THE INTENTION TO INCLUDE LINE OF BUSINESS DATA IN 3HARE0OINT AND UTILIZE A "USINESS $ATA #ONNECTIVITY SERVICE

THERE SHOULD BE A CONTENT SOURCE DEFINED FOR THAT DATA (ERE ARE THE STEPS TO ADD A "USINESS #ONNECTIVITY 3ERVICES CONTENT SOURCE

.AVIGATE TO THE 3EARCH SERVICE APPLICATION AND SELECT #ONTENT 3OURCES ON THE LEFT HAND MENU

'IVE THE CONTENT SOURCE A NAME AND CHOOSE ,INE OF "USINESS $ATA AS A #ONTENT 3OURCE 4YPE

3ELECT THE APPROPRIATE "USINESS $ATA #ONNECTIVITY SERVICE IF THERE IS MORE THAN ONE 3ELECTED EXTERNAL SOURCES OR ALL EXTERNAL SOURCES CAN ALSO BE CHOSEN 4HIS MAY BE NECESSARY IF THERE ARE SEVERAL EXTERNAL SOURCES DEFINED IN THE SERVICE BUT ALL ARE NOT INTERESTING TO CRAWL

3ET A CRAWL SCHEDULE AND A PRIORITY

4HE CRAWLER IS NOW READY TO CRAWL AND INDEX THE "USINESS $ATA #ONNECTIVITY SERVICE &IGURE

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&IGURE 3ETTING UP A "USINESS #ONNECTIVITY 3ERVICES CONTENT SOURCE

5SING #RAWL 2ULES 3HARE0OINT S CRAWLER COMMUNICATES WITH THE CONTENT SOURCES THAT ARE DEFINED IN A VERY STANDARDIZED MANNER )T INDEXES THE CONTENT AS THE USER THAT IT IS SPECIFIED AS AND COLLECTS INFORMATION FROM ALL THE LINKS THAT ARE SPECIFIED )F SUBFOLDERS ARE SET TO BE INDEXED IT WILL NAVIGATE TO THOSE FOLDERS

COLLECT THE LINKS AND GATHER THE CONTENT )T IS NOT ALWAYS DESIRABLE OR POSSIBLE HOWEVER TO HAVE 3HARE0OINT CRAWL THE CONTENT SOURCES IN THE SAME WAY WITH THE SAME ACCOUNTS 4HEREFORE 3HARE0OINT HAS A POWERFUL FEATURE TO SPECIFY RULES FOR GIVEN PATHS THAT MAY BE ENCOUNTERED DURING CRAWLING 4HESE RULES CAN INCLUDE OR EXCLUDE SPECIFIC CONTENT AS WELL AS PASS SPECIAL USER CREDENTIALS TO THOSE SPECIFIC ITEMS IN ORDER TO GATHER THEM CORRECTLY #RAWL RULES ARE APPLIED IN THE 3EARCH SERVICE APPLICATION ON THE #RAWL 2ULES PAGE WHICH IS UNDER THE #RAWLER SECTION OF THE LEFT HAND NAVIGATION !DDING A NEW CRAWL RULE IS AS EASY AS NAVIGATING TO THE #RAWL 2ULES PAGE AND SELECTING NEW CRAWL RULE "ECAUSE REGULAR EXPRESSIONS AND WILDCARD RULES CAN BE APPLIED

A TESTING FEATURE IS MADE AVAILABLE ON THE #RAWL 2ULES PAGE 4HIS FEATURE WILL ALLOW A PARTICULAR ADDRESS TO BE ENTERED AND TESTED TO SEE IF THERE IS A RULE ALREADY DESIGNATED THAT AFFECTS THE CRAWLING OF THIS ADDRESS 3INCE MANY RULES CAN BE APPLIED AND THE EFFECT OF RULES IS NOT ALWAYS OBVIOUS THIS TESTING FEATURE IS VERY USEFUL &IGURE )F A PAGE IS NOT BEING CRAWLED ADMINISTRATORS ARE ENCOURAGED TO CHECK FOR CONFLICTING RULES

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&IGURE 4ESTING A CRAWL RULE 4O ADD A CRAWL RULE NAVIGATE TO THE 3EARCH SERVICE APPLICATION AND CHOOSE #RAWL 2ULES IN THE LEFT HAND NAVIGATION UNDER #RAWLER /N THE #RAWL 2ULES PAGE SELECT .EW #RAWL 2ULE /N THE !DD #RAWL 2ULE PAGE PATHS CAN BE ADDED TO EITHER EXPLICITLY EXCLUDE OR INCLUDE 7ILDCARDS OR REGULAR EXPRESSIONS CAN BE USED TO CREATE COMPLICATED INCLUSION OR EXCLUSION RULES 4HIS GIVES A POWERFUL WAY TO FIND UNDESIRABLE OR DESIRABLE CONTENT AND MAKE SURE IT IS OR ISN T CRAWLED !DJUSTING THE CRAWLER WITH CRAWL RULES CAN GO A LONG WAY TOWARD IMPROVING THE RELEVANCE AND QUALITY OF THE SEARCH RESULT SET !LL TOO OFTEN SEARCH RESULT LISTS ARE POLLUTED WITH UNNECESSARY OR IRRELEVANT CONTENT 3ETTING THIS CONTENT IN CRAWL RULES TO BE EXCLUDED FROM THE CRAWL CAN HELP TO REMOVE UNNECESSARY DOCUMENTS FROM THE CRAWL DATABASE AND CONSEQUENTLY THE RESULT LISTS 3OME TYPICAL EXAMPLES OF THIS ARE DOCUMENTS OF A CERTAIN TYPE OR IN A CERTAIN LOCATION !LTHOUGH MANY SERIOUS SCENARIOS CAN BE IMAGINED WHERE DOCUMENTS WITH A CERTAIN FILE NAME OR IN A CERTAIN PATH NEED TO BE EXCLUDED ONE OF THE MOST COMMON SITUATIONS IS WHEN CRAWLING A PUBLIC WEB SITE WITH PRINT VERSIONS FOR EACH PAGE 3ETTING A CRAWL RULE TO SET THE PRINT VERSION E G PRINT TRUE PATTERN IN 52, CAN EASILY ALLOW THESE TO BE REMOVED FROM THE CRAWLED CONTENT AND REMOVE THIS NOISE 3OME SIMPLE INSPECTIONS OF THE SEARCH RESULTS AND THE PATTERNS IN 52,S ON THE CONTENT SOURCE SITES WILL HELP TO DETERMINE WHAT KINDS OF RULES ARE APPROPRIATE

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5SING 2EGULAR %XPRESSION IN #RAWL 2ULES 3HARE0OINT HAS THE ADDED FEATURE OF SUPPORTING REGULAR EXPRESSIONS IN CRAWL RULES 4HE ADMINISTRATOR MUST BE SURE TO SELECT THE h-ATCH REGULAR EXPRESSIONSv CHECK BOX AND FORMULATE THE EXPRESSIONS PROPERLY BUT THIS FEATURE OPENS VAST NEW POSSIBILITIES FOR CONTROLLING WHAT IS CRAWLED AND WHAT ISN T 3HARE0OINT SUPPORTS THE FOLLOWING REGULAR EXPRESSION OPERATORS LISTED IN 4ABLES THROUGH 4ABLE !CCEPTABLE 'ROUPING /PERATORS IN 3HARE0OINT

Operator

Symbol Description

Example

Valid match

Invalid match

'ROUP

0ARENTHESES WILL GROUP SETS OF CHARACTERS /PERATORS FOR THE GROUP WILL BE APPLIED TO THE ENTIRE GROUP

$ISJUNCTION \

4HIS PIPE OPERATOR <<PROSHAREPOINTSHARE <<PROSHAREPOINTSHARE <<MYSHARE< SHARE SHARE < IS APPLIED BETWEEN < SHARE \ SHARE < <SHARE < FILES FILES /2 TWO EXPRESSIONS AND <<PROSHAREPOINTSHARE RETURNS TRUE WHEN <SHARE < FILES ONLY ONE IS VALID )T IS A LOGICAL /2

4ABLE !CCEPTABLE -ATCHING /PERATORS IN 3HARE0OINT

Operator

Symbol Description

-ATCH ANY CHARACTER

Example

Valid match

Invalid match

4HE PERIOD OR HTTP PROSHAREPOINT HTTP PROSHAREPOINT HTTP PROSHAREPOINT SEARCH DEFAULT ASPX SEARCH DEFAULT ASP DOT OPERATOR SEARCH DEFAULT AS MATCHES ANY CHARACTER )T WILL NOT MATCH WITH A NULL CHARACTER

WHICH MEANS THE NUMBER OF DOTS SHOULD CORRESPOND TO THE NUMBER OF CHARACTERS MATCHED

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

Operator

Symbol Description

#ONDI TIONAL MATCH

4HE

7ILDCARD !

MATCH

-ATCH ONE OR MORE TIMES

Example

Valid match

Invalid match

HTTP PROSHAREPOINT SEARCH DEFAULT HT EXPRESSION CAN BE TESTED ML TO EITHER EXIST OR NOT )T WILL NOT EXPAND THE EXPRESSION

HTTP PROSHAREPOINT HTTP PROSHAREPOINT SEARCH DEFAULT ASPX SEARCH DEFAULT ASPX !.$ HTTP PROSHAREPOINT SEARCH DEFAULT ASPX

HTTP PROSHAREPOINT SINGLE CHARACTER CAN SEARCH DEFAULT ASP EITHER EXIST OR X REPEATEDLY EXIST BASED ON THE OPERATOR S EXPANSION

HTTP PROSHAREPOINT HTTP PROSHAREPOINT SEARCH DEFAULT ASPX SEARCH DEF ASPX !.$ HTTP PROSHAREPOINT SEARCH DEFAULT ASP X

)T REQUIRES THE HTTP PROSHAREPOINT EXPRESSION ON SEARCH DEFAULT AS PX WHICH IT IS APPLIED TO EXIST IN THE TARGET ADDRESS AT LEAST ONCE

HTTP PROSHAREPOINT HTTP PROSHAREPOINT SEARCH DEFAULT ASPX SEARCH DEFAULT ASPX !.$ HTTP PROSHAREPOINT SEARCH DEFAULT ASPX

,IST MATCH ; LIST OF 4HIS OPERATOR HTTP PROSHAREPOINT SEARCH PAGE; = HTM CHARS = IS A LIST OF CHARACTERS INSIDE SQUARE BRACKETS h;=v )T MATCHES ANY CHARACTERS IN THE LIST !

RANGE OF CHARACTERS CAN BE SPECIFIED USING THE HYPHEN OPERATOR BETWEEN THE CHARACTERS

HTTP PROSHAREPOINT SEARCH PAGE HTM /2 HTTP PROSHAREPOINT SEARCH PAGE HTM /2 HTTP PROSHAREPOINT SEARCH PAGE HTM /2

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4ABLE !CCEPTABLE #OUNT /PERATORS IN 3HARE0OINT

Download from Wow! eBook <www.wowebook.com>

Operator Symbol Description

Example

Valid match

HTTP PROSHARE HTTP PROSHARE HTTP PROSHARE 4HIS OPERATOR IS A POINTSEARCH [ ] POINTSEARCH POINTSEARCH NUMBER INSIDE CURLY ASPX ASPX BRACKETSh[]v E G [ ] )T [ ] ASPX LIMITS THE NUMBER OF TIMES A SPECIFIC MATCH MAY OCCUR

%XACT COUNT

[NUM]

-IN COUNT

HTTP PROSHARE [NUM ] 4HIS OPERATOR IS A POINTSEARCH [

NUMBER INSIDE CURLY BRACKETS h[]v FOLLOWED BY ] [ ] ASPX A COMMA E G [ ] )T LIMITS THE NUMBER OF REPETITIONS A SPECIFIC MATCH CAN HAVE AND PLACES A MINIMUM AMOUNT ON THAT MATCH

HTTP PROSHARE HTTP PROSHARE POINTSEARCH POINTSEARCH ASPX ASPX !.$ HTTP PROSHARE POINTSEARCH ASPX

2ANGE COUNT

[NUM 4HIS OPERATOR HOLDS TWO HTTP PROSHARE POINTSEARCH [ ] NUM ] NUMBERS INSIDE CURLY BRACKETSh[]v SEPARATED [ ] ASPX

BY A COMMA E G

[ ] 4HE FIRST NUMBER DEFINES A LOWER LIMIT

AND THE SECOND NUMBER DEFINES AN UPPER LIMIT )T LIMITS THE NUMBER OF REPETITIONS IN A 52, BETWEEN THE TWO VALUES

NUM AND NUM 4HE FIRST NUMBER SHOULD ALWAYS BE LOWER THAN THE SECOND TO BE VALID

HTTP PROSHARE POINTSEARCH ASPX !.$ HTTP PROSHARE POINTSEARCH ASPX

HTTP PROSHARE POINTSEARCH ASPX

<<PROSHARE POINTSHARE <SHARE < FILES /2 <<PROSHARE POINTSHARE <SHARE < FILES

<<MYSHARE< SHARE SHARE < FILES

$ISJUNC \ TION

4HIS PIPE OPERATOR IS APPLIED BETWEEN TWO EXPRESSIONS AND RETURNS TRUE WHEN ONLY ONE IS VALID )T IS A LOGICAL /2

<<PROSHARE POINTSHARE < SHARE \ SHARE <

Invalid match

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

Operator Symbol Description ,IST ; LI

Example

ST OF 4HIS OPERATOR IS A LIST OF HTTP PROSHARE CHARS = CHARACTERS INSIDE SQUARE POINTSEARCH BRACKETS h;=v )T MATCHES PAGE; = HTM ANY CHARACTERS IN THE LIST ! RANGE OF CHARACTERS CAN BE SPECIFIED USING THE HYPHEN OPERATOR BETWEEN THE CHARACTERS

Valid match

Invalid match

HTTP PROSHARE POINTSEARCH PAGE H TM /2 HTTP PROSHARE POINTSEARCH PAGE H TM /2 HTTP PROSHAREPOIN TSEARCH PAGE HTM /2

7HEN ADDING REGULAR EXPRESSIONS TO MATCH CRAWL PATHS IT IS IMPORTANT TO KNOW THAT THE PROTOCOL PART E G Wcc_) OF THE PATH CANNOT CONTAIN REGULAR EXPRESSIONS /NLY PARTS OF THE PATH AFTER THE DEFINED PROTOCOL MAY CONTAIN REGULAR EXPRESSIONS )F THE PROTOCOL IS EXCLUDED 3HARE0OINT WILL ADD Wcc_) TO THE HOSTNAME AND ANY ATTEMPTS AT REGULAR EXPRESSIONS "Y DEFAULT REGULAR EXPRESSION MATCHES ARE NOT CASE SENSITIVE !DDITIONALLY 3HARE0OINT S CRAWLER NORMALIZES ALL DISCOVERED LINKS BY CONVERTING THEM TO LOWERCASE )F IT IS NECESSARY TO MATCH CASE OR USE REGULAR EXPRESSIONS TO EXCLUDE DOCUMENTS BASED ON CHARACTER CASE IN THE PATH THE h-ATCH CASEv CHECK BOX SHOULD BE CHECKED /THERWISE LEAVE IT EMPTY )T MAY BE NECESSARY TO MATCH CASE IF CRAWLING !PACHE DRIVEN WEB SITES WHERE PAGES ARE CASE SENSITIVE ,INUX BASED FILE SHARES OR CONTENT FROM "USINESS #ONNECTIVITY 3ERVICES THAT PRESERVES CASE #REATING CRAWL RULES FOR CASE SENSITIVE FILE TYPES ALLOWS THEM TO BE CRAWLED AND RECOGNIZED AS UNIQUE

5SING #RAWL 2ULES TO 'RANT !CCESS #RAWL RULES CAN ALSO BE USED TO GRANT ACCESS TO SPECIFIC CONTENT OR PARTS OF CONTENT BY DEFINING THE USER THAT WILL CRAWL THAT CONTENT 'ENERALLY THE CRAWLER SHOULD BE GIVEN FULL READ ACCESS TO CONTENT AND ALLOW 3HARE0OINT S PERMISSIONS FILTERING TO DETERMINE WHAT USERS CAN SEE

â&#x2013; .OTE "E CAREFUL WHEN APPLYING BLANKET PERMISSIONS ACROSS LARGE DOCUMENT REPOSITORIES !LTHOUGH GIVING THE 3HARE0OINT CRAWLER READ ACCESS TO EVERYTHING IS USUALLY A GOOD IDEA IN WELL MANAGED 3HARE0OINT SITES DOING IT ON OTHER SYSTEMS CAN OFTEN EXPOSE SECURITY RISKS SUCH AS DOCUMENTS WITHOUT CORRECT PERMISSIONS THAT ARE NEVER FOUND SOLELY DUE TO OBSCURITY ! SEARCH ENGINE IS A GREAT TOOL FOR FINDING THINGS EVEN THOSE BEST LEFT HIDDEN

)T IS ALSO POSSIBLE AND SOMETIMES NECESSARY TO DEFINE A SPECIAL USER FOR INDEXING EXTERNAL SITES OR INDEPENDENT SYSTEMS SUCH AS FILE SHARES OR %XCHANGE )N THESE CASES A SPECIAL USER WITH READ ACCESS TO THE CONTENT CAN BE DEFINED IN THE CRAWL RULES &OR EXAMPLE IF INDEXING %XCHANGE PUBLIC FOLDERS A SEPARATE USER CAN BE DEFINED TO ALLOW READ ONLY ACCESS TO THOSE FOLDERS 4HIS USER CAN BE SET IN CRAWL RULES TO BE THE USER TO INDEX THAT CONTENT THEREBY PROTECTING OTHER %XCHANGE CONTENT FROM UNAUTHORIZED CRAWLING &IGURE

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&IGURE 3PECIFYING A CRAWL RULE THAT APPLIES A SPECIFIC USER TO THE CRAWLER

â&#x2013; .OTE -ANY CONTENT MANAGEMENT SYSTEMS ALLOW FOR WEB BASED AUTHORING !UTHORS CAN CLICK A LINK TO ADD EDIT

AND DELETE CONTENT 7ITH SOME CRAWLER TECHNOLOGIES IT IS POSSIBLE FOR THE CRAWLER TO DELETE ALL THE CONTENT ON A SITE AS THE CRAWLER CLICKS EVERY LINK 4HE AUTHORS OF THIS BOOK SAW THIS OFTEN WITH -ICROSOFT S PREVIOUS #-3 PRODUCT (OWEVER 3HARE0OINT S CRAWLER WILL SUBMIT ONLY '%4 FORM REQUESTS AND MODIFICATIONS AND DELETIONS VIA WEB BASED AUTHORING SYSTEMS ARE USUALLY TRIGGERED BY 0/34 FORMS 3O THE LIKELIHOOD OF 3HARE0OINT S CRAWLER MODIFYING OR DELETING CONTENT IS SLIM (OWEVER IT IS STILL WISE TO USE CRAWL RULES TO SPECIFY A READ ONLY USER TO INDEX SUCH SITES

4ROUBLESHOOTING #RAWL %RRORS !LL TOO OFTEN USERS COMPLAIN ABOUT MISSING CONTENT IN SEARCH ENGINES %ITHER IMPATIENT USERS EXPECT THEIR CONTENT TO APPEAR IMMEDIATELY OR SOME CRAWLING ISSUE CAUSES THE CONTENT TO BE SKIPPED DURING

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INDEXING 5NDEFINED FILE TYPES DOCUMENTS WITHOUT ANY TEXT DOCUMENTS LEFT CHECKED OUT OR JUST CORRUPTED FILES CAN CAUSE 3HARE0OINT S CRAWLER TO FAIL ,UCKILY THERE IS A WAY TO INVESTIGATE AND IDENTIFY CRAWL PROBLEMS IN 3HARE0OINT ALTHOUGH IT STILL LEAVES A CERTAIN AMOUNT OF GUESSWORK NECESSARY 4HE 3HARE0OINT CRAWLER LOGS CAN SHOW A LOT OF INFORMATION ABOUT WHAT WAS CRAWLED WHAT WASN T ERRORS THAT WERE ENCOUNTERED AND EVEN WARNINGS !DMINISTRATORS CAN INVESTIGATE THE CRAWL LOGS IN 3HARE0OINT #ENTRAL !DMINISTRATION IN THE 3EARCH SERVICE APPLICATION UNDER THE #RAWLER MENU ON THE LEFT NAVIGATION "Y DEFAULT THE CRAWL LOG SHOWS A LIST OF CONTENT SOURCES AND THEIR TOP LEVEL WARNINGS "Y CLICKING EACH CONTENT SOURCE THE ADMINISTRATOR CAN DIG INTO THE PARTICULAR CONTENT SOURCE S ERROR OVERVIEW &OR MORE DETAILS ON SPECIFIC DOCUMENTS OR PAGES

THE ADMINISTRATOR WILL NEED TO CHOOSE ONE OF THE LINKS AT THE TOP OF THE PAGE TO VIEW CRAWL LOGS BY HOSTNAME 52, CRAWL HISTORY OR ERROR MESSAGE 4HE (OST .AME CRAWLER LOG PAGE SHOWS ALL THE HOSTNAMES DEFINED ACROSS THE DIFFERENT CONTENT SOURCES #LICKING INDIVIDUAL HOSTNAMES TAKES THE ADMINISTRATOR TO THE 52, PAGE WHERE INDIVIDUAL 52,S ARE DISPLAYED WITH THEIR CRAWL RESULT 4HIS CAN BE A SUCCESS AN ERROR OR A WARNING )T WILL ALSO SHOW DOCUMENTS DELETED FROM THE CRAWL DATABASE 4HE CRAWLER LOG WILL REPORT THE FOLLOWING STATUS MESSAGES SEE &IGURE v

3UCCESS 4HE ITEM WAS SUCCESSFULLY CRAWLED 4HE ITEM HAS BEEN ADDED TO THE INDEX AND DATABASES AND ALREADY MADE SEARCHABLE OR THE CONTENT WAS ALREADY IN THE INDEX AND HAS NOT CHANGED

v

7ARNING ! WARNING MESSAGE INDICATES SOME ISSUE WITH THE CRAWL 4HIS COULD MEAN THAT THE CONTENT WAS CRAWLED NOT CRAWLED OR PARTIALLY CRAWLED ! GOOD EXAMPLE OF THIS IS WHEN A FILE TYPE IS DEFINED BUT AN APPROPRIATE I&ILTER FOR THAT FILE TYPE IS NOT PRESENT OR IS NOT FUNCTIONING PROPERLY ! WARNING INDICATES THAT THE DOCUMENT AND ITS ASSOCIATED METADATA FROM 3HARE0OINT PROPERTIES HAVE BEEN CRAWLED BUT NOT THE CONTENT FROM WITHIN THE DOCUMENT

v

!LL %RRORS 4HIS MESSAGE INDICATES THERE WAS A PROBLEM WITH THE ITEM AND IT

THEREFORE WASN T CRAWLED )F IT IS A NEW ITEM IT WILL NOT BE SEARCHABLE /LD ITEMS PRESENTLY IN THE INDEX WILL NOT BE REMOVED UNTIL THE ERROR HAS BEEN RESOLVED AND THE ITEM CAN BE IDENTIFIED AS DELETED 4HE ITEM WILL ALSO NOT BE UPDATED

v

$ELETED $ELETED REFERS TO ALL ITEMS THAT FOR ANY REASON WERE REMOVED FROM THE INDEX 4HESE ITEMS WILL NO LONGER BE SEARCHABLE )TEMS ARE GENERALLY DELETED FROM AN INDEX IN RESPONSE TO A DELETION ON THE SITE OR A CRAWL RULE OR A 3EARCH 2ESULT 2EMOVAL MORE ON 3EARCH 2ESULT 2EMOVAL IN #HAPTER

v

4OP ,EVEL %RRORS 4OP LEVEL ERRORS ARE A SUBSET OF THE ERRORS GROUP AND THEREFORE ARE NOT COUNTED IN THE HOSTNAME VIEW 4HEY ARE ERRORS AT THE TOP PAGE OR ENTRY POINT OF THE CRAWLER THAT RESTRICTED IT FROM CRAWLING FURTHER 4HESE ERRORS ARE IMPORTANT AS THEY CAN INDICATE WHY AN ENTIRE SITE OR CONTENT SOURCE IS NOT INDEXED

v

&OLDER 3ITE %RRORS 4HESE ERRORS ARE LIKE TOP LEVEL ERRORS BUT REPRESENT ERRORS ONLY AT THE START PAGE OF FOLDERS OR SITES !GAIN THESE ERRORS CAN BE USEFUL WHEN DIAGNOSING ERRORS AT A LOWER LEVEL OR ON A PARTICULAR SITE AND NO ERROR FOR THE SPECIFIC ITEM EXISTS

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&IGURE &ILTERING ON STATUS MESSAGES IN THE CRAWL LOGS #RAWL ERRORS CAN BE VERY DIFFICULT TO DECIPHER 3HARE0OINT ADMITTEDLY STILL DOES NOT HAVE THE BEST ERROR LOGGING (OWEVER THERE IS MUCH THAT CAN BE GLEANED FROM THE CRAWL LOGS AND CORRECTIONS MADE BASED ON THE INFORMATION PRESENTED (ERE ARE SOME COMMON SCENARIOS v

7ARNING MESSAGE h4HE FILTERING PROCESS COULD NOT LOAD THE ITEM 4HIS IS POSSIBLY CAUSED BY AN UNRECOGNIZED ITEM FORMAT OR ITEM CORRUPTION v 4HIS MESSAGE IS MOST LIKELY CAUSED BY ONE OF TWO PROBLEMS

v

v

4HE I&ILTER FOR THIS FILE TYPE IS NOT INSTALLED OR IS NOT FUNCTIONING PROPERLY )N THIS CASE INSTALL THE I&ILTER #ITEKNET HAS AN I&ILTER %XPLORER THAT CAN HELP DIAGNOSE THESE PROBLEMS

!LTHOUGH THE I&ILTER IS INSTALLED AND FUNCTIONING PROPERLY THIS DOCUMENT IS CREATED IN A MANNER NOT SUPPORTED BY THIS I&ILTER OR THERE IS FORMATTING IN THIS DOCUMENT THAT THE I&ILTER DOES NOT LIKE )N THIS CASE INVESTIGATE A THIRD PARTY VENDOR S I&ILTER AS AN ALTERNATIVE

7ARNING MESSAGE h4HIS ITEM AND ALL ITEMS UNDER IT WILL NOT BE CRAWLED BECAUSE THE OWNER HAS SET THE .O#RAWL FLAG TO PREVENT IT FROM BEING SEARCHABLE v

4HIS MESSAGE INDICATES THAT DURING CRAWL THE CRAWLER WAS INSTRUCTED BY THE SERVER THAT THIS CONTENT SHOULD NOT BE CRAWLED &OR 3HARE0OINT THIS CAN MEAN THAT THE SITE WAS SET TO NOT ALLOW CRAWLING 4HIS IS SET IN THE SITE UNDER 3ITE 3ETTINGS 3EARCH AND /FFLINE !VAILABILITY

! PARTICULAR LIST OR LIBRARY CAN ALSO BE SET TO NOT BE VISIBLE IN SEARCH RESULTS 4HIS IS SET IN !DVANCED 3ETTINGS ON THE ,IST OR ,IBRARY SETTINGS PAGE OF THE LIST OR LIBRARY IN QUESTION

&OR NON 3HARE0OINT CONTENT THIS CAN BE CAUSED BY A 2OBOTS METATAG OR A a^Q^cb cgc FILE )F THE TAG +<4C0 =0<4, A>1>CB 2>=C4=C, =>8=34G =>5>;;>F - APPEARS ON THE PAGE 3HARE0OINT WILL RESPECT IT AND NOT CRAWL THE PAGE )F THE PAGE IS LISTED IN A a^Q^cb cgc FILE AT THE ROOT OF THE SITE 3HARE0OINT WILL LIKEWISE RESPECT THIS RULE AND NOT INDEX THE PAGE

%RROR MESSAGE h/BJECT COULD NOT BE FOUND v 4HIS MESSAGE INDICATES THAT WHEN CRAWLING A FILE SHARE THE NAME OF THE FILE SHARE IS CORRECT BUT THE FILE TO BE CRAWLED IS NOT CORRECT 4HE FILE WILL BE DELETED FROM THE INDEX #HECK THE FILE SHARE AND MAKE SURE THE CONTENT IS CORRECT AND ACCESSIBLE BY THE CORRECT USER

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4OP LEVEL ERROR MESSAGE h.ETWORK PATH FOR ITEM COULD NOT BE RESOLVED v 4HIS MESSAGE POINTS TO A PROBLEM WITH THE FILE SHARE OR THE RESOLUTION OF A DOMAIN NAME #HECK THAT THE SHARE IS AVAILABLE OR THE CONTENT SOURCE IS RESOLVABLE FROM THE CRAWL SERVER #ONTENT PREVIOUSLY CRAWLED UNDER THIS CONTENT SOURCE THAT IS NOT SUBSEQUENTLY FOUND WILL NOT BE DELETED FROM THE INDEX

v

%RROR MESSAGE h!CCESS DENIED v h!CCESS DENIEDv IS ONE OF THE MOST COMMON ERROR MESSAGES AND INDICATES THAT THE CONTENT IS NOT ACCESSIBLE TO THE CRAWLER #HECK THE PERMISSIONS ON THE DOCUMENT AGAINST WHICH USER HAS BE SET AS THE DEFAULT CONTENT ACCESS ACCOUNT IN THE 3EARCH SERVICE APPLICATION

3ERVER .AME -APPINGS 3OMETIMES IT IS DESIRABLE TO CRAWL ONE SOURCE AND HAVE THE LINK REFER TO ANOTHER SOURCE &OR EXAMPLE ) HAVE A DEDICATED CRAWL SERVER CALLED 30#RAWL7&% WHICH IS A MIRROR OF MY WEB SERVERS THAT ARE PROVIDING CONTENT TO MY USERS ) WANT TO CRAWL THE 30#RAWL7&% SITE BUT HAVE THE USERS CLICK THROUGH TO THE OTHER SERVER 300ROD7&% "Y USING SERVER NAME MAPPINGS ONE SITE CAN BE CRAWLED AND THE SERVER NAMES ON THE RESULT PAGE LINKS CHANGE TO ANOTHER SERVER 4O ADD A SERVER NAME MAPPING NAVIGATE TO THE 3ERVER .AME -APPINGS PAGE UNDER THE #RAWLER SECTION OF THE 3EARCH SERVICE APPLICATION #LICK .EW -APPING /N THE !DD .EW -APPING PAGE ADD THE NAME OF THE SITE THAT WAS CRAWLED AND THE NAME OF THE SITE USERS SHOULD CLICK THROUGH TO 3EE &IGURE

&IGURE #ONFIGURING SERVER NAME MAPPINGS

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#RAWLER )MPACT 2ULES #RAWLER IMPACT RULES CAN ALLOW THE ADMINISTRATOR TO DICTATE WHETHER THE CRAWLER REQUESTS CONTENT FROM A SITE MORE OR LESS AGGRESSIVELY THAN DEFAULT 4HIS IS USEFUL IF A SITE DOES NOT HAVE A MIRROR FOR DEDICATED CRAWLING OR IF THE SITE IS OUTSIDE OF THE 3HARE0OINT FARM AND MAY NOT HANDLE THE LOAD )N CASES WHERE IT IS DESIRABLE TO CRAWL AN EXTERNAL WEB SITE IT MAY BE WISE TO LIMIT THE LOAD PUT ON THAT EXTERNAL SITE AS THE ADMINISTRATOR OF THAT SITE MAY BLOCK THE CRAWLER DUE TO THE LOAD AND FEAR OF A POSSIBLE DENIAL OF SERVICE ATTACK ON THE SITE /N THE OTHER HAND IT MAY BE DESIRABLE IN ENVIRONMENTS THAT ARE ESPECIALLY PERFORMANT TO INCREASE THE LOAD THE CRAWLER PUTS ON THE CONTENT SERVERS DURING CRAWL TO SPEED UP THE CRAWLER AND REDUCE CRAWL TIME !DDING CRAWLER IMPACT RULES IS EASY BUT REQUIRES CONSIDERATION 4HE AUTHORS OF THIS BOOK RECOMMEND THOROUGH TESTING IN DEVELOPMENT SYSTEMS BEFORE DEDICATING CRAWLER IMPACT RULES TO PRODUCTION 4O ADD A RULE CLICK #RAWLER )MPACT 2ULES UNDER THE #RAWLING SECTION OF THE LEFT NAVIGATION ON THE 3EARCH SERVICE APPLICATION #HOOSE !DD 2ULE %NTER THE NAME OF THE SITE OR CONTENT SOURCE THAT THE RULE SHOULD APPLY TO )F IT IS DESIRABLE TO RESTRICT THE IMPACT ON THE SITE LOWER THE NUMBER OF REQUESTS DEFAULT IS )F IT IS POSSIBLE TO INCREASE THE LOAD ON THE TARGET SOURCE INCREASE THE NUMBER )F THE SITE IS PARTICULARLY SENSITIVE TO LOAD CHOOSE h2EQUEST ONE DOCUMENT AT A TIME AND WAIT THE SPECIFIED TIME BETWEEN REQUESTS v !DD A TIME IN SECONDS THAT IT WILL TAKE THE SITE TO RECOVER FROM DELIVERING THE REQUEST 2EMEMBER THAT LIMITING THE NUMBER OF CONNECTIONS AND ADDING A PAUSE BETWEEN REQUESTS WILL SUBSTANTIALLY SLOW THE CRAWL TIME 3EE &IGURE

&IGURE !DDING A CRAWLER IMPACT RULE

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#RAWLER 3CHEDULING 3HARE0OINT S CRAWLERS CAN BE SCHEDULED TO PERFORM FULL AND INCREMENTAL CRAWLS AT DIFFERENT INTERVALS AND FOR DIFFERENT PERIODS 4HIS IS DONE SEPARATELY FOR EACH CONTENT SOURCE ALLOWING FOR STATIC CONTENT TO BE ISOLATED FROM RECURRING CRAWLS AND DYNAMIC OR FREQUENTLY UPDATED CONTENT TO BE CONSTANTLY REFRESHED 4HE SCHEDULING CONFIGURATION IS DONE ON THE %DIT #ONTENT 3OURCE PAGE OF EACH CONTENT SOURCE AT THE END OF THE PAGE )T IS RECOMMENDED THAT 3HARE0OINT CONTENT HAVE A RELATIVELY AGGRESSIVE INCREMENTAL CRAWL SCHEDULE WHILE TAKING INTO CONSIDERATION ACTUAL UPDATE FREQUENCY AND POSSIBLE HARDWARE LIMITATIONS /THER CONTENT SOURCES SHOULD HAVE THEIR RESPECTIVE USAGE CONSIDERED BEFORE SCHEDULING INCREMENTAL CRAWLS )T IS WISE TO SCHEDULE A FULL CRAWL ON A REGULAR BASIS TO ENSURE DATABASE CONSISTENCY (OWEVER THIS REGULAR SCHEDULE WILL DEPEND LARGELY ON THE TIME IT TAKES TO PERFORM A FULL CRAWL 3OME ORGANIZATIONS WITH LARGE REPOSITORIES MAY CHOOSE TO AVOID FULL CRAWLS AFTER THEIR INITIAL INDEX IS POPULATED !T THE TIME OF WRITING THIS BOOK THE RELIABILITY OF THE 3HARE0OINT INDEX IS UNKNOWN BUT IT SHOULD BE NOTED THAT SEARCH DATABASES LIKE OTHER DATABASES ARE SUBJECT TO CORRUPTION AND A FULL CRAWL MAY BE PERIODICALLY REQUIRED &IGURES AND SHOW THE PART OF THE %DIT !DD #ONTENT 3OURCES PAGE WHERE A FULL CRAWL OR INCREMENTAL CRAWL CAN BE SCHEDULED AND THE -ANAGE 3CHEDULES PAGE ACCESSED THROUGH THE h#REATE SCHEDULEv AND h%DIT SCHEDULEv LINKS WITH THE OPTIONS FOR SCHEDULING THOSE CRAWLS

&IGURE 4HE SCHEDULING SECTION OF THE %DIT !DD #ONTENT 3OURCE PAGE

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

&IGURE 4HE -ANAGE 3CHEDULES PAGE

&ULL VS )NCREMENTAL #RAWLS 3HARE0OINT HAS TWO TYPES OF CRAWL MECHANISMS FULL AND INCREMENTAL )NCREMENTAL CRAWLS PERFORM MORE EFFICIENTLY AND CAN KEEP THE INDEX UP TO DATE IN NEAR REAL TIME &IGURE (OWEVER AT LEAST ONE FULL CRAWL OF A CONTENT SOURCE IS ALWAYS REQUIRED AND THERE MAY BE OTHER OCCASIONS WHEN A FULL CRAWL IS REQUIRED $URING A FULL CRAWL THE CRAWLER QUERIES THE CONTENT SOURCE AND REQUESTS ALL THE CONTENT FOR THE FIRST TIME )T THEN SAVES THAT DATA IN THE INDEX AND CRAWL DATABASE WITH DATE STAMPS AND ITEM )$S %VERY TIME A FULL CRAWL IS LAUNCHED THIS PROCESS IS BEGUN FROM SCRATCH AND OLD DATA IS ABANDONED ! FULL CRAWL IS REQUIRED WHEN

v

! NEW CONTENT SOURCE IS ADDEDÂ&#x2C6;ANY NEW CONTENT SOURCE REQUIRES A FULL CRAWL INITIALLY

v

! NEW FILE TYPE IS ADDEDÂ&#x2C6;NEW FILE TYPES CANNOT BE PICKED UP ON AN INCREMENTAL CRAWL

v

! NEW MANAGED PROPERTY IS MAPPED FROM A CRAWLED PROPERTY

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-ANAGED PROPERTY MAPPINGS ARE CHANGED OR A NEW CRAWLED PROPERTY IS ADDED TO AN EXISTING MANAGED PROPERTY

v

.EW CRAWL RULES ARE ADDED CHANGED OR REMOVEDÂ&#x2C6;CRAWL RULE MODIFICATION REQUIRES A FULL CRAWL TO TAKE EFFECT

v

4HE INDEX BECOMES CORRUPTED OR PERFORMS IRREGULARLYÂ&#x2C6;THIS SHOULD ALMOST NEVER HAPPEN BUT SHOULD NOT BE RULED OUT

$URING AN INCREMENTAL CRAWL THE CRAWLER LOOKS AT THE CRAWL DATABASE TO DETERMINE WHAT HAS BEEN CRAWLED OR NOT CRAWLED AND THEN REQUESTS UPDATED INFORMATION FROM THE SOURCE DEPENDING ON THE CONTENT SOURCE TYPE )N THIS WAY THE CRAWLER CAN COLLECT ONLY DOCUMENTS THAT HAVE BEEN ADDED OR UPDATED SINCE THE LAST CRAWL OR REMOVE DOCUMENTS FROM THE INDEX THAT HAVE BEEN REMOVED FROM THE CONTENT SOURCE )F A SITUATION EXISTS WHERE AN INCREMENTAL CRAWL IS INAPPROPRIATE OR NOT POSSIBLE 3HARE0OINT WILL START A FULL CRAWL INSTEAD )N THIS WAY THE SEARCH INDEX WILL NOT ALLOW FOR THE CRAWLER TO STOP CRAWLING ON SCHEDULE AND WILL NOT LAUNCH A CRAWL THAT WILL CORRUPT THE INDEX

&IGURE #RAWL CONTROL IN 3HARE0OINT

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#RAWLING -ETADATA

Download from Wow! eBook <www.wowebook.com>

-ETADATA IS INFORMATION THAT IS ASSOCIATED WITH A DOCUMENT OR FILE THAT IS NOT NECESSARILY AN EXPLICIT PART OF THE VISIBLE DOCUMENT /FTEN METADATA IS HELD IN HIDDEN TAGS ON A DOCUMENT OR WITH FILES OR RECORDS ASSOCIATED WITH THAT DOCUMENT 3HARE0OINT HAS A POWERFUL MECHANISM TO ASSIGN A LARGE NUMBER OF PROPERTIES TO LISTS AND DOCUMENTS WHICH IS CONFIGURABLE BY THE ADMINISTRATOR AND UPDATABLE BY AUTHORS AND COLLABORATORS 4HE MANAGEMENT OF METADATA WILL BE DISCUSSED LATER IN THIS BOOK WHERE IT IS CONSIDERED RELEVANT FOR IMPROVING OR EXPANDING SEARCH 3HARE0OINT HAS A RICH NEW -ANAGED -ETADATA SERVICE APPLICATION THAT ADDS A GREAT DEAL OF CONFIGURABILITY AND RELEVANCY TO SEARCH WHICH WILL BE COVERED )N THIS SECTION WE WILL COVER HOW TO CRAWL METADATA SUCH AS METATAGS DOCUMENT PROPERTIES AND 3HARE0OINT CUSTOM PROPERTIES AS WELL AS SEE HOW TO MAP THAT METADATA TO MANAGED PROPERTIES TO MAKE THEM AVAILABLE IN SEARCH 4HE FIRST STEP TO WORKING WITH METADATA IN 3HARE0OINT SEARCH IS TO GET FAMILIARIZED WITH THE EXISTING PROPERTY MAPPINGS AND THE CRAWLED PROPERTIES )N THE 3EARCH SERVICE APPLICATION UNDER THE 1UERIES AND 2ESULTS SECTION OF THE LEFT NAVIGATION THERE IS A LINK TO THE -ETADATA 0ROPERTIES PAGE /N THIS PAGE ALL OF THE MANAGED PROPERTIES AND THEIR MAPPINGS TO CRAWLED PROPERTIES ARE LISTED 4HERE ARE SEVERAL DEFAULT MAPPINGS -ANY OF THE CRAWLED PROPERTY MAPPINGS ARE OBVIOUSÂ&#x2C6;FOR EXAMPLE 0EOPLE !CCOUNT.AME TEXT "UT OTHERS ARE NOT OBVIOUSÂ&#x2C6;FOR EXAMPLE /FFICE AND "ASIC 4HOSE BEGINNING WITH /73 ARE FROM 3HARE0OINT LIST COLUMNS "Y SELECTING #RAWLED 0ROPERTIES AT THE TOP OF THE -ETADATA 0ROPERTIES PAGE A LIST OF ALL CRAWLED PROPERTIES AND THEIR RESPECTIVE MAPPINGS IS SHOWN )T IS POSSIBLE TO GLEAN IN SOME CASES WHAT THE SPECIFIC CRAWLED PROPERTIES MEAN "UT IN MANY CASES THEY ARE A MYSTERY (OWEVER THIS IS GENERALLY OF LITTLE CONSEQUENCE )T IS IMPORTANT TO NAME COLUMNS THAT CONTAIN CUSTOM PROPERTIES WITH UNIQUE AND TELLING NAMES SO THAT THEY MAY BE EASILY IDENTIFIED AND MAPPED TO MANAGED PROPERTIES "Y DEFAULT COLUMNS ARE INDEXED BY THE CRAWLER BUT THEY ARE NOT ALL MAPPED TO A MANAGED PROPERTY AND SO ARE NOT SEARCHABLE 4HE EXCEPTION TO THIS IS THAT CRAWLED TEXT PROPERTIES ARE SEARCHABLE AS FREE TEXT WHEN INCLUDED IN THE INDEX BUT ARE NOT EXPLICITLY SEARCHABLE AS PROPERTIES 4O MAP A CRAWLED PROPERTY FROM A COLUMN TO A MANAGED PROPERTY NAVIGATE TO THE -ETADATA 0ROPERTIES PAGE IN THE 3EARCH SERVICE APPLICATION 3ELECT .EW -ANAGED 0ROPERTY AT THE TOP OF THE PAGE SEE &IGURE

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&IGURE 4HE -ETADATA 0ROPERTIES PAGE /N THE .EW -ANAGED 0ROPERTY PAGE THE PROPERTY CAN BE DEFINED 4HE NAME SHOULD BE INDICATIVE OF THE COLUMN AND PERHAPS HAVE THE SAME NAME 4HE NAME CANNOT CONTAIN SPACES 5SERS SHOULD BE ABLE TO ENTER THIS TERM IN THE SEARCH BOX WITH APPROPRIATE SEARCH SYNTAX TO RETURN DOCUMENTS WITH THESE PROPERTIES 5SING UNUSUAL CODES OR MYSTERIOUS NAMING CONVENTIONS SHOULD BE AVOIDED $ECLARE A TYPE OF PROPERTY AND WHETHER INDIVIDUAL PROPERTIES IN THE COLUMNS WILL HOLD MULTIPLE VALUES 4HE MULTIPLE VALUES CHECK BOX IS NOT NECESSARY IF DIFFERENT RECORDS HAVE A SINGLE VALUE IN THE COLUMN BUT DIFFERÂ&#x2C6;ONLY IF A SINGLE PROPERTY ENTRY ASSOCIATED WITH A SINGLE RECORD MAY HAVE MULTIPLE VALUES -ULTIPLE CRAWLED PROPERTIES CAN BE MAPPED TO A SINGLE MANAGED PROPERTY 4HIS IS USEFUL WHEN INDEXING SEVERAL LISTS OR LIBRARIES WITH SIMILAR COLUMNS BUT DIFFERENT HEADINGS AND HENCE DIFFERENT CRAWLED PROPERTY NAMES !LSO DIFFERENT CRAWLED PROPERTIES FROM DIFFERENT DOCUMENT TYPES OR FROM OTHER SITES CAN BE MERGED INTO A SINGLE SEARCHABLE MANAGED PROPERTY 3ELECT !DD -APPING TO FIND THE CRAWLED PROPERTY TO MAP TO THE MANAGED PROPERTY 4HE #RAWLED 0ROPERTY 3ELECTION DIALOG ALLOWS A CATEGORY SUCH AS 3HARE0OINT TO BE CHOSEN AND A TITLE FILTER APPLIED TO NARROW A POTENTIALLY LONG LIST OF CRAWLED PROPERTIES 4HE TITLE FILTER IS CONTROLLED BY THE &IND SEARCH BOX AND USES A hCONTAINSv OPERATOR SO THAT ANY PROPERTY WITH THE ENTERED TERM IN IT WILL BE RETURNED SEE &IGURE

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&IGURE 4HE h#RAWLED PROPERTY SELECTIONv DIALOG !LL MANAGED PROPERTIES CAN BE ALLOWED TO BE USED IN SCOPES TO MAKE LOGICAL DIVISION OF THE SEARCH INDEX 4HIS ALLOWS FOR SEARCHING IN A PARTICULAR SET GROUP OF DOCUMENTS WITH SPECIFIC PROPERTIES &OR EXAMPLE 0EOPLE 3EARCH IN 3HARE0OINT USES A SCOPE THAT REFINES QUERIES TO ONLY THE 0EOPLE ITEMS IN THE INDEX 3EE MORE ON SCOPES IN THE NEXT SECTION &INALLY MANAGED PROPERTIES THAT ARE TEXT CAN BE STORED AS HASH IN THE DATABASE 4O DO THIS SET THE h2EDUCE STORAGE REQUIREMENTS FOR TEXT PROPERTIES BY USING A HASH FOR COMPARISONv CHECK BOX WHEN CREATING A NEW MANAGED PROPERTY 4HIS WILL REDUCE THE AMOUNT OF SPACE NECESSARY TO STORE THE PROPERTIES BUT WILL LIMIT THE SEARCH OPERATORS THAT CAN BE USED TO FIND THE PROPERTIES TO EQUALITY OR INEQUALITY

$EFINING 3COPES 3EARCH SCOPES ARE A SLIGHTLY CONFUSING CONCEPT IN 3HARE0OINT AS -ICROSOFT HAS ADOPTED THE TERM hSCOPEv TO REFER TO A STRUCTURE CATEGORIZATION OF DOCUMENTS BASED ON FILTERING OF DOCUMENTS ON THEIR SHARED PROPERTIES )T IS BEST TO THINK OF SEARCH SCOPES AS GROUPS OF DOCUMENTS THAT HAVE SHARED PROPERTIES 7HEN SETTING UP THE CRAWLER IT IS POSSIBLE TO CREATE SCOPES BASED ON MANAGED PROPERTIES 4HIS WILL ALLOW PRE DETERMINED FILTER SETS TO BE APPLIED ON NEW SEARCH TABS AND IN SEARCH BOX DROP DOWNS MUST BE ENABLED IN THE 3ITE #OLLECTION 3EARCH SETTINGS #ARE SHOULD BE TAKEN TO CREATE SCOPES THAT MATCH BUSINESS NEEDS AND POSSIBLE FUTURE SECTIONING OF THE CONTENT !NY MANAGED PROPERTY CAN BE MADE AVAILABLE FOR SCOPES BUT PROPERTIES MUST BE EXPLICITLY DEFINED AS AVAILABLE FOR SCOPES IN THE %DIT -ANAGED 0ROPERTY PAGE

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4O CREATE A NEW SCOPE NAVIGATE TO THE 3COPES MENU ITEM UNDER 1UERIES AND 2ESULTS ON THE 3EARCH 3ERVICE !PPLICATION PAGE /N THE 3COPES PAGE THE EXISTING SCOPES CAN BE SEEN )N 3HARE0OINT THERE SHOULD BE TWO DEFAULT SCOPES 0EOPLE AND !LL 3ITES AS SHOWN IN &IGURE

&IGURE 4HE 6IEW 3COPES PAGE

!DDING OR %DITING 3COPES ! SCOPE CAN BE EDITED BY CLICKING IT !LTERNATIVELY A NEW SCOPE CAN BE CREATED BY CLICKING .EW 3COPE 4HIS WILL OPEN THE #REATE 3COPE PAGE WHERE THE SCOPE CAN BE GIVEN A NAME AND DESCRIPTION AND A TARGET RESULT PAGE SET IF THE DEFAULT SEARCH CENTER IS NOT BEING USED FOR THAT PARTICULAR SCOPE .O RULES FOR THE SCOPE WILL BE APPLIED ON THIS PAGE 4HIS IS DONE IN THE NEXT STEP !FTER THE NEW SCOPE IS CREATED THE SITE WILL RETURN TO THE 6IEW 3COPES PAGE (ERE THE NEW ENTRY WILL APPEAR WITH A LINK TO ADD RULES )F THE !DD 2ULES LINK IS CLICKED A NEW PAGE WHERE RULES FOR THAT SCOPE CAN BE APPLIED WILL APPEAR 4HERE ARE FOUR KINDS OF SCOPE RULE TYPES v

7EB !DDRESS #ONTENT CAN BE DELIMITED BASED ON THE 52, OF THE SITE THE CONTENT WAS FOUND UNDER 4HIS RULE TYPE IS BASED ON THE PROTOCOL AND 52, OF THE SITE E G

Wcc_) bTaeTa _PcW 4HIS RULE CAN BE APPLIED ON A FOLDER A HOSTNAME A DOMAIN

OR SUBDOMAIN %ACH SETTING HAS A UNIQUE FIELD TO APPLY THE RULE

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

v

0ROPERTY 1UERY ! SCOPE RULE CAN BE CREATED THAT FILTERS DOCUMENTS BASED ON COMMON PROPERTIES ACROSS DOCUMENTS &OR EXAMPLE A PARTICULAR CONTENT TYPE OR AUTHOR PROPERTY CAN BE USED TO ISOLATE DOCUMENTS IN A SCOPE 4HE 0ROPERTY 1UERY OPTION GIVES A DROP DOWN OF ALL MANAGED PROPERTIES THAT HAVE BEEN SET AS AVAILABLE FOR USE IN SCOPES 4HE OPERATOR IS ALWAYS EQUAL SO THE VALUE PLACED IN THE FIELD MUST BE AN EXACT MATCH TO THE VALUE IN THE PROPERTY

v

#ONTENT 3OURCE ! SCOPE CAN LIMIT THE RESULT SET TO A PARTICULAR CONTENT SOURCE #HOOSING #ONTENT 3OURCE WILL GIVE A DROP DOWN MENU OF ALL THE DEFINED CONTENT SOURCES IN THE 3EARCH SERVICE APPLICATION

v

!LL #ONTENT ! SCOPE CAN ALSO BE BASED ON ALL CONTENT IN THE INDEX #HOOSING !LL #ONTENT WILL SIMPLY RETURN ALL CONTENT IN THAT SCOPE

)N ADDITION TO THESE RULES SPECIFIC BEHAVIORS MAY BE APPLIED FOR EACH RULE EXCEPT !LL #ONTENT 4HE AVAILABLE BEHAVIORS ARE )NCLUDE 2EQUIRE AND %XCLUDE v

)NCLUDE )TEMS IN THIS RULE WILL BE INCLUDED IN THE RESULTS OF THIS SCOPE UNLESS THEY ARE EXCLUDED BY ANOTHER RULE APPLIED TO THE SAME SCOPE

v

2EQUIRE )F 2EQUIRE IS CHOSEN THE SCOPE WILL NOT INCLUDE ITEMS THAT DO NOT CONFORM TO THIS RULE 4HAT IS ALL ITEMS MUST MATCH THIS RULE REGARDLESS OF OTHER RULES

v

%XCLUDE )TEMS MATCHING AN EXCLUDE RULE WILL NOT BE ADDED TO THE SCOPE OR INCLUDED IN THE SEARCH RESULT SET OF THE SCOPE

-ULTIPLE RULES MAY BE APPLIED FOR ANY GIVEN SCOPE

3COPE 5PDATE 3CHEDULE 3COPE UPDATES AS A RULE HAPPEN EVERY MINUTES IF SET TO AUTOMATICALLY REFRESH )F NECESSARY THESE UPDATES CAN BE CHANGED TO BE MADE MANUALLY 4HIS IS DONE FROM THE MAIN PAGE OF THE 3EARCH 3ERVICE !PPLICATION PAGE UNDER 3COPE 5PDATE 3CHEDULE

3ETTING 3COPES WITH 0OWER3HELL 3COPES CAN ALSO BE MANAGED WITH 0OWER3HELL CMDLETS )T IS POSSIBLE TO ADD REMOVE AND EDIT SCOPES WITH 0OWER3HELL AS WELL AS MANAGE THE RULES ASSOCIATED WITH THE SCOPES 4HE FOLLOWING 0OWER3HELL COMMANDS ARE AVAILABLE FOR MANAGING SCOPES v

6Tc B?4]cTa_aXbTBTPaRW@dTahBR^_T

v

=Tf B?4]cTa_aXbTBTPaRW@dTahBR^_T

v

AT\^eT B?4]cTa_aXbTBTPaRW@dTahBR^_T

v

BTc B?4]cTa_aXbTBTPaRW@dTahBR^_T

!DDITIONALLY SCOPE RULES CAN BE ADDED REMOVED AND SET USING THE FOLLOWING 0OWER3HELL CMDLETS

v

6Tc B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T

v

=Tf B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

v

AT\^eT B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T

v

BTc B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T

)N ORDER TO SET A RULE THE SCOPE S NAME MUST BE PASSED AS A PARAMETER FOR THE CMDLET FOR ADJUSTING THE SCOPE RULE 4HIS IS BECAUSE RULES ARE UNIQUE TO INDIVIDUAL SCOPES &OR EXAMPLE TO CREATE A SCOPE CALLED 0$& AND SET THAT SCOPE TO INCLUDE ONLY ITEMS OF THE 0$& FILE TYPE OPEN THE 3HARE0OINT -ANAGEMENT 3HELL CONSOLE AND USE THE FOLLOWING 0OWER3HELL CMDLETS

6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_T ~]P\T ?35b! ~STbRaX_cX^] ?35 S^Rd\T]cb ^][h SXb_[PhX]PS\X]dX cadT

4HIS WILL CREATE A NEW SCOPE CALLED 0$&S 4HE 3Xb_[Ph8]0S\X]D8 PARAMETER SHOULD BE SET TO cadT OR IF THE SCOPE SHOULD APPEAR IN THE 3EARCH SERVICE APPLICATION S 3COPES PAGE IN #ENTRAL !DMINISTRATION /THERWISE SET IT TO UP[bT OR TO HIDE IT !FTER CREATING THE NEW SCOPE IT SHOULD HAVE SOME RULES APPLIED TO IT 4O DO THIS THE )$ OF THE SCOPE IS REQUIRED /THERWISE IF CREATING A SCOPE AND ADDING RULES TO IT AT THE SAME TIME A VARIABLE CAN BE ASSIGNED TO THE =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_T COMMAND LIKE THIS

=TfBR^_T , 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_T! ~]P\T ?35b ~STbRaX_cX^] ?35 S^Rd\T]cb ^][h SXb_[PhX]PS\X]dX cadT

*UST LIKE ON THE 3COPES PAGE IN THE 3EARCH SERVICE APPLICATION IN #ENTRAL !DMINISTRATION THERE ARE FOUR RULE TYPES YOU CAN SET WITH =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T (ERE ARE THE RULE TYPES AND EXAMPLE CMDLETS v

7EB !DDRESS 4O CREATE A WEB ADDRESS RULE IN 0OWER3HELL THE CMDLET TAKES THE 52, VALUE IN THE RULE TYPE PARAMETER 4HE PARAMETER DA;BR^_TCh_T MUST ALSO BE SET 4HE VALUES THAT THIS PARAMETER TAKES ARE &OLDER (OST.AME OR $OMAIN JUST LIKE IN THE 3COPES PAGE IN #ENTRAL !DMINISTRATION &INALLY A VALUE FOR THE PARAMETER <PcRWX]VBcaX]V MUST BE SET 4HIS IS THE STRING OF THE WEB ADDRESS YOU WANT TO SET 4HE CMDLET WOULD LOOK SOMETHING LIKE THIS =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T ad[Tch_T Da[ ~\PcRWX]VbcaX]V! Wcc_) _a^bWPaT_^X]cbTPaRW ST\^b da[bR^_Tad[Tch_T 5^[STa ~UX[cTaQTWPeX^a!

8]R[dST da[ Wcc_) _a^bWPaT_^X]cbTPaRW bR^_T =TfBR^_T

v

0ROPERTY 1UERY #REATING A PROPERTY QUERY RULE IS PROBABLY THE MOST COMMON 4HIS RULE TYPE REQUIRES A NAME FOR THE MANAGED PROPERTY THAT WILL BE USED AND THE VALUE THAT THE MANAGED PROPERTY WILL CHECK )T ALSO NEEDS A FILTER BEHAVIOR AS IN THE 3COPES PAGE A 52, AND THE SPECIFIC SCOPE TO APPLY IT TO AND THE SEARCH APPLICATION =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T ad[Tch_T ?a^_Tach@dTah!" \P]PVTS_a^_Tach UX[Tch_T _a^_TacheP[dT _SU UX[cTaQTWPeX^a 8]R[dST da[!"

Wcc_) _a^bWPaT_^X]cbTPaRW bR^_T =TfBR^_T

v

#ONTENT 3OURCE 4HERE IS NO SPECIFIC RULE TYPE VALUE FOR CONTENT SOURCES 4HIS IS BECAUSE CONTENT SOURCE IS A MANAGED PROPERTY IN 3HARE0OINT 4O SET THE SCOPE BY CONTENT SOURCE USE THE ?a^_Tach@dTah VALUE IN THE RULE TYPE PARAMETER AND SET THE NAME OF THE CONTENT SOURCE AS THE VALUE =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T ad[Tch_T ?a^_Tach@dTah ~\P]PVTS_a^_Tach!

]X^_TaPWb )caRbW TcP

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

2^]cT]cB^daRT _a^_TacheP[dT ;^RP[ BWPaT?^X]c BXcTb UX[cTaQTWPeX^a 8]R[dST! ~da[ Wcc_) _a^bWPaT_^X]cbTPaRW bR^_T =TfBR^_T v

!LL #ONTENT 4HE !LL #ONTENT SCOPE RULE IS QUITE STRAIGHTFORWARD AS IT SIMPLY INCLUDES ALL CONTENT 5SE THE FOLLOWING CMDLET =Tf B?4]cTa_aXbTBTPaRW@dTahBR^_TAd[T ad[Tch_T 0[[2^]cT]c da[!"

Wcc_) _a^bWPaT_^X]cbTPaRW bR^_T =TfBR^_T

#RAWLING /THER $OCUMENT 4YPES WITH I&ILTERS .OT ALL FILE TYPES ARE CRAWLED BY 3HARE0OINT OUT OF THE BOX 4HEREFORE IT IS IMPORTANT TO IDENTIFY THE FILE TYPES THAT ARE IMPORTANT TO THE ORGANIZATION AND MAKE SURE THEY ARE BOTH CRAWLED AND SEARCHABLE )T IS PROBABLY NOT POSSIBLE OR DESIRABLE TO CRAWL ALL FILE TYPES FOUND IN AN ORGANIZATION ESPECIALLY THOSE LINGERING ON FILE SHARES HOWEVER SOME THOUGHT SHOULD BE GIVEN TO WHICH FILE TYPES HOLD CONTENT RELEVANT TO THE BUSINESS S NEEDS

!DDING A &ILE 4YPE TO THE #ONTENT )NDEX 4HE FIRST MEASURE TO TAKE AFTER IDENTIFYING A POTENTIALLY UNSUPPORTED FILE TYPE IS TO ADD IT TO THE CONTENT INDEX 4HIS IS DONE IN THE #ENTRAL !DMINISTRATION UNDER THE 3EARCH SERVICE APPLICATION /N THE LEFT MENU IS DISPLAYED THE &ILE 4YPES MENU ITEM UNDER THE #RAWLING SECTION SEE &IGURE

&IGURE 4HE #RAWLING MENU ON THE 3EARCH 3ERVICE !PPLICATION PAGE 4HE &ILE 4YPES PAGE HOLDS A LIST OF ALL RECOGNIZED FILE TYPES FOR THE 3HARE0OINT CRAWLER &IGURE 4HE MOST COMMON FILES FOUND IN A 3HARE0OINT ENVIRONMENT AND ALL -ICROSOFT /FFICE FILE TYPES ARE REPRESENTED HERE (OWEVER MANY FILE TYPES COMMON TO MOST ORGANIZATIONS SUCH AS 0ORTABLE $OCUMENT &ORMAT 0$& AND 2ICH 4EXT &ORMAT 24& ARE NOT ADDED OUT OF THE BOX -ANY OTHER FILE TYPES MAY ALSO BE FOUND IN ORGANIZATIONS -ANY ARE UNIQUE AND COMPLICATED FILE FORMATS /THERS ARE JUST DIFFERENT NAMES FOR PLAIN TEXT FILES )T WOULD BE A MAJOR UNDERTAKING FOR -ICROSOFT TO SUPPORT EVEN A FRACTION OF THEM )NSTEAD -ICROSOFT HAS CREATED A MECHANISM FOR ADDING NEW FILE TYPES AND CONVERTING THEM INTO SOMETHING 3HARE0OINT S CRAWLER CAN RECOGNIZE

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

4O ADD A NEW FILE TYPE CLICK THE .EW &ILE 4YPE LINK AT THE TOP OF THE PAGE ! NEW FILE TYPE MAY ALREADY BE A SUPPORTED FORMAT BUT THE FILE EXTENSION MIGHT NOT BE RECOGNIZED BY 3HARE0OINT &OR EXAMPLE THERE CAN BE MANY VARIATIONS OF FILE NAME EXTENSIONS FOR FLAT TEXT FILES E G [^V 3EE &IGURE !DDITIONALLY SOME FILE TYPES WILL NOT APPEAR BY DEFAULT BUT CAN BE RECOGNIZED AND DECODED BY THE DEFAULT I&ILTERS )F IT IS NECESSARY TO CRAWL THESE FILES ADDING THEM IS A SIMPLE BUT REQUIRED TASK

&IGURE 4HE &ILE 4YPES PAGE

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&IGURE !DDING THE ,OG &ILE &ORMAT [^V FILE TYPE FOR 3HARE0OINT TO CRAWL 3OME FILES WILL REQUIRE THE ADDITION OF AN I&ILTER !N I&ILTER IS A COMPONENT THAT CAN DECODE A SPECIFIC FILE TYPE AND ALLOW THE CRAWLER TO UNDERSTAND AND STORE THE TEXT AND METADATA FROM IT IN ITS DATABASES AND INDEX !LTHOUGH MANY I&ILTERS ARE PROVIDED FOR FREE FROM -ICROSOFT AND OTHER SOURCES NOT ALL ARE INSTALLED

BY DEFAULT BY 3HARE0OINT &INDING AND INSTALLING THESE I&ILTERS CAN BE NECESSARY TO INDEX CERTAIN FILE TYPES /NE OF THE MOST COMMON FILE TYPES FOUND THAT IS NOT SUPPORTED BY DEFAULT IN 3HARE0OINT IS THE 2ICH 4EXT &ORMAT 24& ANOTHER IS THE 0ORTABLE $OCUMENT &ORMAT 0$& 4O ADD THE 0$& FORMAT IT IS RECOMMENDED THAT YOU ACQUIRE AN INSTALLABLE I&ILTER FROM !DOBE OR ANOTHER THIRD PARTY VENDOR /THER THIRD PARTY VENDORS OFFER I&ILTERS THAT HAVE A LARGER RANGE OF COMPATIBILITY WITH DIFFERENT 0$& GENERATION TYPES AND PERFORM SIGNIFICANTLY BETTER THAN !DOBE S BUT COME WITH A RELATIVELY MODEST PRICE TAG $EPENDING ON WHAT TYPE OF 0$& FILE GENERATOR AN ORGANIZATION USES AND HOW MANY 0$& DOCUMENTS IT HAS IT MAY OPT TO USE A THIRD PARTY PAID FOR I&ILTER #ONSIDERING THE RELATIVELY LOW COSTS OF THE I&ILTERS THE AUTHORS OF THIS BOOK WOULD HIGHLY RECOMMEND CHOOSING I&ILTERS FROM ONE OF THE VENDORS IN #HAPTER

)NSTALLING !DOBE S I&ILTER !CROBAT I&ILTER CAN BE ACQUIRED FROM !DOBE S WEB SITE )T WILL BE NECESSARY TO DOWNLOAD AND INSTALL THE BIT VERSION AVAILABLE FROM fff PS^QT R^\ bd__^ac S^f][^PSb STcPX[ Yb_.Uc_83,# !$ !T THE TIME OF THIS BOOK S PUBLICATION THE LATEST VERSION WAS 4HE INSTALLATION REQUIRES SOME ADDITIONAL INSTALLATION STEPS 4HESE STEPS ARE OUTLINED IN THE 0$& GUIDE AVAILABLE ON THE DOWNLOAD LINK ON !DOBE S SITE

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

fff PS^QT R^\ b_TRXP[ PRa^QPc R^]UXVdaX]VN_SUNXUX[cTaNU^aN\bNbWPaT_^X]cN! & _SU 4HE GUIDE IS TARGETED FOR -ICROSOFT /FFICE 3HARE0OINT 3ERVER BUT THE SAME INSTRUCTIONS APPLY EXCEPT FOR THE LOCATION OF THE REGISTRY KEY 4HE BASICS OF INSTALLING THE BIT I&ILTER ARE AS FOLLOWS

$OWNLOAD THE I&ILTER

2UN THE INSTALLER

/PEN THE REGISTRY ATVTSXc TgT AND ADD THE _SU FILE EXTENSION VALUE TO THE FILTER EXTENSION CONTAINER &IGURE AT KK7:4HN;>20;N<0278=4KB>5CF0A4K<XRa^b^UcK>UUXRT BTaeTaK # KBTPaRWKBTcd_K2^]cT]c8]STg2^\\^]K5X[cTabK4gcT]bX^] 4HE DEFAULT VALUE THAT SHOULD BE APPLIED IS j4'(&'30% #&5 #4"3 (2&' 2314#% # % "l

!DD AN ICON TO THE I&ILTER INSTALL SEE h!DDING )CONS TO &ILE 4YPESv

2ESTART THE 3EARCH SERVICE APPLICATION BY RUNNING BTaeXRTb \bR AT THE RUN DIALOG FINDING THE 3HARE0OINT 3ERVER 3EARCH SERVICE AND RESTARTING IT

0ERFORM A FULL CRAWL

&IGURE 4HE NEW _SU REGISTRY KEY IN THE REGISTRY /THER I&ILTER VENDORS INSTALLATION PROGRAMS PERFORM THESE TASKS AUTOMATICALLY (OWEVER IT IS ALWAYS NECESSARY TO PERFORM A FULL CRAWL TO RETRIEVE NEW FILE TYPES 0LEASE FOLLOW THE I&ILTER VENDOR S INSTRUCTIONS WHEN ADDING A NEW I&ILTER "EFORE 0$& DOCUMENTS OR ANY NEW FILE TYPE CAN BE CRAWLED THE 3EARCH SERVICE APPLICATION WILL NEED TO BE RESTARTED 4HE EASIEST WAY TO DO THIS IS TO GO TO THE 3ERVICES SNAP IN BY TYPING hSERVICES MSCv IN THE SEARCH BOX IN THE 3TART MENU ON THE SERVER FIND THE 3HARE0OINT 3ERVER 3EARCH SERVICE AND RESTART IT SEE &IGURE !FTER THE SERVICE IS RESTARTED IT WILL BE NECESSARY TO LAUNCH A FULL CRAWL TO PICK UP ANY 0$& FILES &OR THIS REASON IT IS WISE TO INSTALL THE 0$& I&ILTER BEFORE STARTING THE CRAWLER ON A LARGE DOCUMENT SET FOR THE FIRST TIME

Download from Wow! eBook <www.wowebook.com>

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

&IGURE 2ESTARTING THE 3EARCH SERVICE IN THE 3ERVICES SNAP IN

â&#x2013; .OTE 4HE 3EARCH SERVICE APPLICATION CAN ALSO BE RESTARTED USING THE =4C BC0AC AND =4C BC>? COMMANDS FROM A COMMAND PROMPT 4HE NAME OF THE 3EARCH SERVICE APPLICATION IS >BTPaRW #

)NDEXING 2ICH 4EXT &ORMAT &ILES !DDING THE 2ICH 4EXT &ORMAT 24& FILE TYPE REQUIRES FINDING THE 24& I&ILTER ON THE SERVER OR ON -ICROSOFT S WEB SITE AND INSTALLING AND REGISTERING IT ON THE 3HARE0OINT INDEX SERVER !DDITIONALLY ADDING THE 24& FILE TYPE IS NECESSARY

#HECK IF THE 24& I&ILTER IS ON THE SERVER )T IS CALLED acUUX[c S[[ AND IS IN THE fX]SXa KbhbcT\"! FOLDER PROBABLY 2)KFX]S^fbKBhbcT\"! )F IT ISN T THERE THE SELF EXTRACTING 24& I&ILTER FILE acU TgT CAN BE DOWNLOADED FROM -ICROSOFT S WEB SITE Wcc_) bd__^ac \XRa^b^Uc R^\ ZQ !( %&% T] db

2EGISTER THE I&ILTER WITH THE aTVbea"! COMMAND AT A COMMAND PROMPT BY PLACING THIS LINE IN THE RUN DIALOG aTVbea"! acUUX[c S[[

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!DD THE 24& FILE TYPE TO THE &ILE 4YPES PAGE IN #ENTRAL !DMINISTRATION AS SHOWN IN &IGURE

2UN BTaeXRTb \bR AT THE RUN DIALOG FIND THE 3HARE0OINT 3ERVER 3EARCH SERVICE AND RESTART IT

3TART A FULL CRAWL

&IGURE !DDING THE 2ICH 4EXT &ORMAT acU FILE TYPE

!DDING OR #HANGING THE &ILE 4YPE )CON .EW FILE TYPES WILL USUALLY NOT HAVE AN ICON ASSOCIATED WITH THEM 3HARE0OINT 3EARCH WILL DISPLAY A DEFAULT BLANK ICON IN SUCH CASES AFTER THE FILE TYPE HAS BEEN ADDED %VEN IF THERE IS A DEFINITION ALREADY THERE MANY ORGANIZATIONS WILL WANT TO ADJUST THE ICONS TO MATCH THEIR OWN STYLE REQUIREMENTS

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

4O ADD A NEW FILE TYPE ICON OR CHANGE THE EXISTING ONE FIRST THE NEW ICON MUST BE COPIED TO THE 2)K?a^VaP\ 5X[TbK2^\\^] 5X[TbK<XRa^b^Uc BWPaTSKFTQ BTaeTa 4gcT]bX^]bK #KC4<?;0C4K8<064BK DIRECTORY )MAGES CAN BE DOWNLOADED OR CREATED 4HEY SHOULD BE ICON SIZE ROUGHLY PIXELS BY PIXELS &OR 0$& FILES !DOBE OFFERS A FREE PIXEL BY PIXEL ICON WITH SOME LEGAL RESTRICTIONS AT fff PS^QT R^\ \XbR [X]ZX]V Wc\[ _SUXR^] 4HIS WILL ALSO WORK BUT LARGER ICONS MAY CAUSE FORMATTING PROBLEMS !FTER THE ICON IS ADDED TO THE 8<064B DIRECTORY THE 3>282>= g\[ FILE IN THE 2)K?a^VaP\ 5X[TbK2^\\^] 5X[TbK<XRa^b^Uc BWPaTSKFTQ BTaeTa 4gcT]bX^]bK #KC4<?;0C4KG<; DIRECTORY NEEDS TO HAVE A KEY ADDED TO TELL 3HARE0OINT THE NAME OF THE NEW FILE TYPE S ICON &OR THE 0$& ICON THE LINE SHOULD READ +<P__X]V :Th, _SU EP[dT, _SUXR^] VXU - WHERE _SUXR^] VXU IS THE NAME OF THE ICON YOU SAVED TO THE DIRECTORY

â&#x2013; .OTE 3INCE A FULL CRAWL WILL BE NEEDED TO INCLUDE NEW FILE TYPES IT IS ADVISABLE TO ADD ANY I&ILTERS AND FILE TYPES BEFORE A FULL CRAWL IN A LARGE PRODUCTION ENVIRONMENT

&EDERATED 3OURCES !NOTHER GREAT FEATURE SUPPORTED IN 3HARE0OINT IS THE ABILITY TO ADD FEDERATED SOURCES &EDERATED SOURCES ARE THOSE SOURCES THAT ARE NOT DIRECTLY CRAWLED BY 3HARE0OINT S CRAWLERS BUT CAN STILL BE SEARCHED

BY QUERYING AND ACCESSING THE INDEXES OF EXTERNAL SYSTEMS 4HIS IS DONE BY QUERYING THE SEARCH MECHANISM OF THAT EXTERNAL SOURCE RETRIEVING THE RESULT SET AND THEN FORMATTING AND DISPLAYING IT WITHIN THE 3HARE0OINT SEARCH INTERFACE &EDERATED SOURCES CAN BE EITHER 3HARE0OINT SITES OR SITES THAT CONFORM TO THE /PEN3EARCH OR STANDARDS 4HESE STANDARDS DEFINE HOW SEARCH QUERIES SHOULD BE PASSED AND HOW THE DATA IS STRUCTURED AND RETURNED .EW FEDERATED SOURCES CAN BE DEFINED OR AN EXISTING TEMPLATE CAN BE DOWNLOADED AND IMPORTED 4O CREATE A NEW FEDERATED SOURCE CLICK .EW ,OCATION AND FILL OUT THE FIELDS WITH THE APPROPRIATE SETTINGS %VERY SOURCE REQUIRES A NAME THAT WILL ALSO BE USED IN THE SEARCH CENTER

#REATING A .EW &EDERATED 3OURCE 7HEN CREATING A NEW FEDERATED LOCATION A NAME AND A DISPLAY NAME SHOULD BE DEFINED 4HE DISPLAY NAME WILL BE SHOWN ON THE FEDERATED SEARCH 7EB 0ART ! DESCRIPTION OF THE SOURCE IS ALSO REQUIRED SEE &IGURE

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

&IGURE $EFINING A NEW FEDERATED LOCATION 4RIGGERS CAN BE SET ON ALL FEDERATED LOCATIONS TO DICTATE WHAT QUERIES ARE SENT TO THE FEDERATED LOCATIONS AND HOW THEY ARE SENT 4HERE ARE THREE BASIC TRIGGERS v

!LWAYS 3END ALL QUERIES

v

0REFIX 5SE A TRIGGER PREFIX TO SEND QUERIES

v

0ATTERN 5SE A PATTERN TRIGGER TO SEND BOTH THE TRIGGER AND THE QUERY IN A NEW PATTERN THAT MAY BE ADJUSTED WITH REGULAR EXPRESSIONS

)F !LWAYS IS CHOSEN ANY SEARCH QUERY OR PHRASE WILL ALSO BE PASSED TO THE FEDERATED SOURCE IF 0REFIX IS SET IT WILL LOOK FOR A PARTICULAR TERM AND THEN PASS THE FOLLOWING TERMS AS THE QUERY )N THIS WAY THE FIRST TERM THE TRIGGER TERM CAN BE USED TO INDICATE WHICH FEDERATED SOURCE SHOULD BE QUERIED TO SUPPLY THIS INFORMATION &IGURE 3O IF THE 0REFIX TRIGGER IS hPICSv IT MIGHT BE ADVISABLE TO FEDERATE IN &LICKR OR SOME OTHER IMAGE SEARCH ENGINE )F THE 0REFIX TRIGGER IS hWEATHERv IT MIGHT BE ADVISABLE TO SEND THE QUERY TO WEATHER COM 4HIS WILL REQUIRE A CERTAIN LEVEL OF TRAINING FOR END USERS SO THEY UNDERSTAND WHICH TRIGGERS WILL ACTION WHICH INFORMATION TO APPEAR &EDERATED SEARCH RESULTS APPEAR IN A SEPARATE 7EB 0ART ON THE RESULTS PAGE 4HIS IS DISCUSSED IN MORE DETAIL IN #HAPTERS AND

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

&IGURE 3ETTING TRIGGERS IN A NEW FEDERATED LOCATION ,OCATION INFORMATION MUST BE PROVIDED )F AN /PEN3EARCH COMPLIANT SITE IS BEING USED

/PEN3EARCH SHOULD BE SET HERE !DDITIONALLY A QUERY TEMPLATE SHOULD BE SPECIFIED 4HIS QUERY SHOULD BE THE 52, TO THE /PEN3EARCH COMPLIANT 233 FEED WHERE THE QUERY TERM IS REPLACED BY THE jbTPaRWCTa\bl VALUE 4HIS IS CALLED A QUERY TEMPLATE IN THE STANDARD 4HIS OFFERS A CERTAIN AMOUNT OF FLEXIBILITY AND THE jbTPaRWCTa\bl VALUE CAN BE MIXED WITH OTHER ACCEPTED PARAMETERS TO PROVIDE MORE EXACT RESULTS &OR EXAMPLE ON 'OOGLE S BLOG SEARCH FEED WE CAN FILTER INTO THE RESULT SET BY CLICKING SOME OF THE OPTIONS ON THE PAGE )T IS POSSIBLE TO SORT THE RESULT SET BY DATE AND THE PARAMETER bR^aX]V,S IS ADDED TO THE QUERY 52) 4HIS LIST OF PARAMETERS CAN BE CAPTURED FROM THE ADDRESS BAR OF THE BROWSER AND MODIFIED WITH THE jbTPaRWCTa\bl VALUE TO CREATE A QUERY TEMPLATE THAT RETURNS RESULTS SORTED BY DATE .OT ALL PARAMETERS ARE SUPPORTED BY 233 FEEDS AS THEY ARE GENERALLY SEPARATE APPLICATIONS THAT ARE NOT A MAIN CONCERN FOR THE SEARCH PROVIDERS (OWEVER OFTEN 233 FEEDS AND THE /PEN3EARCH DEFINITIONS WILL SUPPORT SOME ADDED FUNCTIONALITY &OR THE /PEN3EARCH COMPLIANT 233 FEED FOR BLOG POSTS SEARCH FROM 'OOGLE

Wcc_) Q[^VbTPaRW V^^V[T R^\ Q[^VbTPaRWNUTTSb.W[,T] db `,bWPaT_^X]c [a, XT,dcU ' ]d\, IF WE REPLACE THE QUERY TERM hSHAREPOINTv WITH THE jbTPaRWCTa\bl VALUE AND ADD THE PARAMETER bR^aX]V,S WE WILL GET THE QUERY TEMPLATE Wcc_) Q[^VbTPaRW V^^V[T R^\ Q[^VbTPaRWNUTTSb.W[,T] db `,bWPaT_^X]c [a, XT,dcU ' ]d\, bR^aX]V,S WHICH CAN BE USED TO CREATE A FEDERATED SOURCE THAT RETRIEVES BLOG POSTS SORTED BY DATE

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

4HE PROPERTIES DISPLAYED CAN ALSO BE MODIFIED BY MODIFYING 83,4 IN THE $ISPLAY )NFORMATION SECTION $EPENDING ON WHICH PROVIDER IS FEDERATED IT MAY BE NECESSARY TO PROVIDE A CUSTOM 83,4 0ROVIDERS DO PROVIDE AN /PEN3EARCH DECLARATION THAT CAN BE USED AS A STARTING POINT AND THE EXAMPLE 83,4 DEFINITIONS FROM THE LOCATIONS AVAILABLE FOR IMPORT WILL HELP

â&#x2013; .OTE 4O FEDERATE SEARCH FROM 3!0 .ET7EAVER 3!0 HAS A DETAILED HOW TO DOCUMENT HERE fff bS] bP_ R^\ XaY bR] V^ _^acP[ _aca^^c S^Rb [XQaPah ddXS & QRT(!T S"$$ !S (((" '( QQ&Q ("' .@dXRZ;X]Z,X]STg ^eTaaXST[Ph^dc,cadT

)MPORTING A &EDERATED ,OCATION FROM -ICROSOFT S &EDERATED 3EARCH #ONNECTOR 'ALLERY 4O IMPORT A LOCATION A PRECONFIGURED FEDERATED LOCATION MUST BE DOWNLOADED AND IMPORTED 4HE AVAILABLE FEDERATED LOCATION DOWNLOADS ARE AVAILABLE FOR DOWNLOAD FROM -ICROSOFT S &EDERATED 3EARCH #ONNECTOR 'ALLERY FOR %NTERPRISE 3EARCH Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db T]cTa_aXbTbTPaRW UU&!&(## Pb_g 4WO FILE TYPES ARE GIVEN AN &,$ FILE AND AN /3$8 FILE 3HARE0OINT REQUIRES THE /3$8 FILE %ARLIER 3HARE0OINT SEARCH PRODUCTS REQUIRE THE &,$ FILES 4HEY ARE BASICALLY JUST 8-, FILES WITH THE SETTINGS FOR THE FEDERATED LOCATIONS 4HEY CAN BE EDITED MANUALLY BUT ENTERING A NEW LOCATION WILL BE EASIER !FTER DOWNLOADING THE FEDERATED LOCATION DEFINITION FILE IT CAN BE IMPORTED WITH THE IMPORT COMMAND AND EVENTUALLY EDITED TO MATCH THE REQUIRED SETTINGS

â&#x2013; .OTE 9OU MAY HAVE TO RESTART THE 3EARCH SERVICE APPLICATION FOR CHANGES TO TAKE EFFECT

)T IS ALSO POSSIBLE TO DEFINE A FEDERATED LOCATION AS A SEARCH INDEX ON THIS SERVER 4HIS WILL PROVIDE SEARCH RESULTS IN THE &EDERATED 2ESULTS 7EB 0ARTS FROM A LOCALLY STORED INDEX 4HIS IS NOT THE SETTING FOR FEDERATING RESULTS FROM A REMOTE 3HARE0OINT SITE 4O GET FEDERATED CONTENT FROM ANOTHER 3HARE0OINT SERVER USE THE /PEN3EARCH SPECIFICATION AND THE 233 FEED OF THE SEARCH RESULTS FROM THE REMOTE 3HARE0OINT SITE

â&#x2013; 4IP 4HE &EDERATED 3OURCES PAGE IS A QUICK WAY TO SEE AN OVERVIEW OF THE SOURCE GROUPS FOR SEARCH THE NUMBER OF QUERIES EACH HAS RECEIVED IN THE LAST DAYS AND THEIR CLICK THROUGH

#(!04%2 â&#x2013; 3%44).' 50 4(% #2!7,%2

3UMMARY 4HE GOAL OF THIS CHAPTER WAS TO PROVIDE DETAILED GUIDANCE ON SETTING UP THE CRAWLER AND ADDING CONTENT SOURCES )N ADDITION IT ADDRESSED CRAWLING ISSUES AND ADDITIONAL SETTINGS IN THE 3EARCH SERVICE APPLICATION NECESSARY TO CRAWLING TYPICAL KINDS OF ENTERPRISE CONTENT )T ALSO LOOKED AT HOW TO CONFIGURE THE CRAWLER FOR SPECIAL DOCUMENT TYPES AND HOW TO ADD I&ILTERS FOR DOCUMENT TYPES THAT ARE NOT SUPPORTED OUT OF THE BOX BY 3HARE0OINT )T IS WISE IF NOT CRITICAL TO CONSIDER THESE SETTINGS BEFORE BUILDING TOO MUCH OF AN ENTERPRISE SEARCH IMPLEMENTATION WITH 3HARE0OINT AS CRAWLING LARGE DOCUMENT SETS CAN TAKE DAYS IF NOT WEEKS AND MANY SETTINGS IN THIS SECTION REQUIRE A FULL CRAWL AFTER ADJUSTMENT

&URTHER 2EADING (ERE ARE SOME SUGGESTIONS FOR FURTHER READING OR MORE DETAILS ON THE TOPICS COVERED IN THIS CHAPTER

)NDEXING 4O DOWNLOAD THE INDEXING CONNECTOR FOR $OCUMENTUM GO HERE fff \XRa^b^Uc R^\ S^f][^PSb T] STcPX[b Pb_g.5P\X[h83,"!3 (' 0 #1(0 #1 3 '%'4 (14(2 3&$#"$ P\_*SXb_[Ph[P]V,T] 4O READ ABOUT CRAWLING CASE SENSITIVE 52,S SEE THIS BLOG POST Wcc_) Q[^Vb \bS] R^\ Q T]cTa_aXbTbTPaRW PaRWXeT ! & ( RaPf[X]V RPbT bT]bXcXeT aT_^bXc^aXTb dbX]V bWPaT_^X]c bTaeTa ! Pb_g

#RAWL 2ULES 4O READ MORE ABOUT REGULAR EXPRESSIONS IN CRAWL RULES SEE Wcc_) Q[^Vb \bS] R^\ Q T]cTa_aXbTbTPaRW PaRWXeT ! ! aTVd[Pa Tg_aTbbX^]b bd__^ac X] RaPf[ ad[Tb Pb_g

3COPES &OR A LIST OF THE PARAMETERS AND MORE INFORMATION ON CREATING SCOPE RULES WITH 0OWER3HELL SEE Wcc_) \bS] \XRa^b^Uc R^\ T] db [XQaPah UU% ' "! Pb_g

&EDERATED 3OURCES &OR MORE INFORMATION ON THE /PEN3EARCH PROJECT VISIT fff ^_T]bTPaRW ^aV ! LIST OF SITES THAT LIST SEARCH ENGINES AND SITES THAT SUPPORT THE FORMATS IS ALSO AVAILABLE AT fff ^_T]bTPaRW ^aV 2^\\d]Xch >_T]BTPaRWNbTPaRWNT]VX]TNSXaTRc^aXTb

CHAPTER 4

â&#x2013; â&#x2013; â&#x2013;

Deploying the Search Center !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

5NDERSTAND THE OUT OF THE BOX SEARCH USER INTERFACES

v

$EPLOY THE "ASIC AND %NTERPRISE 3EARCH #ENTERS

v

2EDIRECT THE UNIVERSAL SEARCH BOX TO A SEARCH CENTER

v

!DD SEARCH 7EB 0ARTS TO A 7EB 0ART PAGE

"EFORE WE CAN MOVE FORWARD WITH INTRODUCING THE PIECES OF THE SEARCH USER INTERFACE WE NEED TO OUTLINE THE STEPS OF SETTING UP AND DEPLOYING THE SEARCH CENTER 4HE SEARCH CENTER IS A SITE IN 3HARE0OINT THAT PROVIDES SEARCH RESULTS AND CAN BE MODIFIED TO MEET AN ORGANIZATION S PARTICULAR SEARCH NEEDS 4HIS CHAPTER WILL INTRODUCE THE TEMPLATES AVAILABLE FOR DEPLOYING SEARCH TO A 3HARE0OINT SITE COLLECTION )T WILL THEN HIGHLIGHT THE DIFFERENCES BETWEEN THE DIFFERENT SEARCH CENTERS AND PRESENT STEP

BY STEP INSTRUCTIONS ON HOW TO DEPLOY EACH TYPE )T WILL CLOSE THINGS OUT BY DEPLOYING 7EB 0ARTS TO STANDARD PAGES

5NDERSTANDING THE 3EARCH #ENTER 3TRICTLY SPEAKING THE SEARCH CENTER IS NOT A REQUIRED ELEMENT FOR SEARCH TO FUNCTION IN 3HARE0OINT )NDIVIDUAL SEARCH 7EB 0ARTS CAN BE ADDED TO ANY PAGE ON A SITE AND PERFORM A VARIETY OF SEARCH TASKS !LSO 3HARE0OINT COMES WITH A DEFAULT RESULTS PAGE THAT WILL DISPLAY RESULTS FROM THE QUERIES TO THE STANDARD SEARCH BOX ON ALL PAGES (OWEVER A GOOD STARTING POINT FOR SETTING UP AND TESTING SEARCH IS TO USE THE SEARCH SITE TEMPLATES PROVIDED AND CREATE A SEARCH CENTER TO WHICH QUERIES WILL BE REDIRECTED "EFORE THAT CAN BE DONE THOUGH ONE MUST FOLLOW A SHORT SET OF STEPS /NCE 3HARE0OINT HAS BEEN INSTALLED SOME CONTENT ADDED AND THE FIRST INITIAL CRAWL RUN THE ADMINISTRATOR CAN GO TO THE DEFAULT SITE COLLECTION AND SEARCH 4HE SEARCH CAN BE PERFORMED BY THE SEARCH BOX THAT APPEARS ON THE TOP RIGHT OF EVERY PAGE IN THE DEFAULT 3HARE0OINT SITE COLLECTION AND WILL APPEAR ON NEW SITE COLLECTIONS AS THEY ARE CREATED &IGURE )T CAN BE MODIFIED OR REMOVED BY MODIFYING THE DESIGN ELEMENTS OF THE SITE COLLECTION BUT THAT WILL NOT BE COVERED IN THIS BOOK

#(!04%2 â&#x2013; $%0,/9).' 4(% 3%!2#( #%.4%2

&IGURE 4HE SEARCH BOX )F A SEARCH IS PERFORMED FROM THIS SEARCH BOX THE SEARCH QUERY WILL BE PASSED TO A SEARCH RESULTS PAGE AND SEARCH RESULTS WILL BE DISPLAYED (OWEVER THIS SEARCH RESULTS PAGE CALLED >BBBTPaRWATbd[cb Pb_g IS THE DEFAULT SEARCH PAGE AND WILL DISPLAY THE RESULTS FOR THE GIVEN SITE COLLECTION (OWEVER MOST SITE ADMINISTRATORS WILL WANT TO CREATE A CUSTOM SEARCH AND RESULTS PAGE THAT USERS CAN ACCESS BOTH VIA THE SEARCH BOX AND VIA A SEARCH PAGE !LTHOUGH THE INDIVIDUAL 7EB 0ARTS CAN BE ADDED TO PAGES TO CREATE A TOTALLY CUSTOM SEARCH AND RESULTS PAGE ANYWHERE WITHIN A SITE COLLECTION THIS CUSTOM SEARCH AND RESULTS PAGE IS USUALLY DEPLOYED AS A SITE UNDER THE SITE COLLECTION USING EITHER THE "ASIC OR %NTERPRISE 3EARCH SITE TEMPLATES 4HERE ARE SEVERAL ADVANTAGES TO THIS "Y CREATING A SEARCH CENTER WITH A SEARCH SITE TEMPLATE THE 3HARE0OINT ADMINISTRATOR CAN DO THE FOLLOWING v

'IVE USERS A SITE TO NAVIGATE TO FOR SEARCH INSTEAD OF USING THE SEARCH BOX TO GET TO THE RESULTS PAGE

v

#USTOMIZE THE SEARCH EXPERIENCE WITH ADVANCED SEARCH CAPABILITIES

v

!CCESS SEARCH PREFERENCES

v

5TILIZE TABS TO CREATE A CUSTOM SEARCH SCOPING EXPERIENCE

v

3HARE A SEARCH CENTER ACROSS SITES OR COLLECTIONS

v

3EPARATE SEARCH BY COLLECTION

"ASIC VS %NTERPRISE 3EARCH #ENTERS 4HERE ARE TWO SITE TEMPLATES FOR SEARCH DELIVERED WITH 3HARE0OINT THE "ASIC 3EARCH #ENTER AND THE %NTERPRISE 3EARCH #ENTER 4HE "ASIC AND %NTERPRISE 3EARCH #ENTERS VARY IN SEVERAL WAYS AND BOTH ARE INCLUDED IN THE STANDARD LICENSE FOR 3HARE0OINT )F THE 3HARE0OINT 3ERVER 0UBLISHING )NFRASTRUCTURE FEATURE ON THE SITE COLLECTION HAS NOT BEEN ACTIVATED THEN THE "ASIC 3EARCH #ENTER IS THE ONLY FUNCTIONAL OPTION 4HE %NTERPRISE 3EARCH #ENTER TEMPLATE WILL APPEAR BUT WILL CAUSE AN ERROR IF CHOSEN SEE MORE IN THE SECTION ON DEPLOYING THE %NTERPRISE 3EARCH #ENTER

â&#x2013; .OTE 4HE %NTERPRISE 3EARCH #ENTER IS THE 3HARE0OINT REPLACEMENT OF THE h-/33 3EARCH #ENTER WITH 4ABSv PUBLISHING SITE TEMPLATE 4HE "ASIC 3EARCH #ENTER IS THE 3HARE0OINT EQUIVALENT OF THE h-/33 3EARCH #ENTER ,ITE v

#(!04%2 â&#x2013; $%0,/9).' 4(% 3%!2#( #%.4%2

4HE %NTERPRISE 3EARCH #ENTER 4HE %NTERPRISE 3EARCH #ENTER PROVIDES A TAB BASED INTERFACE IN WHICH USERS CAN JUMP BETWEEN SEVERAL SEARCH PAGES !N EXAMPLE OF THIS CAN BE SEEN IN &IGURE 4HE TWO TABS !LL 3ITES AND 0EOPLE ARE PROVIDED BY DEFAULT BUT ADDITIONAL TABS CAN BE ADDED 4HESE TABS CAN BE FULLY CUSTOMIZED TO CATER TO THE NEEDS OF A PARTICULAR ORGANIZATION "Y SELECTING THE DIFFERENT TABS ABOVE THE QUERY FIELD USERS CAN DIRECT THEIR SEARCHES TO DIFFERENT SCOPES

&IGURE 4HE %NTERPRISE 3EARCH #ENTER 4HE MOST IMMEDIATELY APPARENT BENEFIT OF THE %NTERPRISE 3EARCH #ENTER IS THE AVAILABILITY OF THE 0EOPLE 3EARCH TAB 4HE "ASIC 3EARCH #ENTER DOES NOT INCLUDE A 0EOPLE 3EARCH TAB SO IF THIS IS REQUIRED

ENABLING THE 3HARE0OINT 3ERVER 0UBLISHING )NFRASTRUCTURE FEATURE AND DEPLOYING THE %NTERPRISE 3EARCH #ENTER ARE RECOMMENDED !S WILL BE SHOWN THROUGHOUT THE BOOK THE TABS PROVIDED IN THE %NTERPRISE 3EARCH #ENTER ALLOW USERS TO QUICKLY EXECUTE SEARCHES AGAINST DIFFERENT SCOPES !DMINISTRATORS CAN ADD ONE OR MORE ADDITIONAL CUSTOMIZED SEARCH CENTERS WHEN USING THE %NTERPRISE TEMPLATE THROUGH THESE TABS #USTOMIZED SEARCH CENTERS MAY ADD SIMPLE CONTRASTS SUCH AS DIRECTING SEARCHES TO DOCUMENTS OR PEOPLE BUT MAY BE MORE ADVANCED SUCH AS SEARCHING AGAINST DIFFERENT PHYSICAL LOCATIONS OR DEPARTMENTS 4HIS PROVIDES A RANGE OF FLEXIBILITY FOR ORGANIZATIONS WITH A CENTRAL ENTERPRISE PORTAL THAT NEEDS TO PROVIDE A SEARCH EXPERIENCE TO A RANGE OF INDEPENDENT DEPARTMENTS OR USER GROUPS WITH DISTINCTLY DIFFERENT NEEDS &OR EXAMPLE WHILE THE SALES DEPARTMENT NEEDS TO SEARCH AGAINST CUSTOMER PROFILES AND MARKETING DOCUMENTS THE ACCOUNTING DEPARTMENT NEEDS TO FIND INFORMATION PERTAINING TO CONTRACT DATES EXPENSE REPORTS AND PURCHASE HISTORY 4HE EXPERIENCE EACH DEPARTMENT HOPES TO GET FROM SEARCH IS DIFFERENT #REATING SEPARATE SEARCH CENTERS THAT DISPLAY RESULTS BASED ON DIFFERENT PROPERTIES PROVIDE DIFFERENT REFINEMENT PANEL CATEGORIES OR EVEN PRESENT RESULTS IN A DIFFERENT FORMAT MAY PROVIDE A BETTER EXPERIENCE FOR EACH OF THESE GROUPS

#(!04%2 â&#x2013; $%0,/9).' 4(% 3%!2#( #%.4%2

!DMINISTRATORS CAN CONTROL ACCESS FOR EACH %NTERPRISE 3EARCH #ENTER TAB )N THE FOREGOING CASE THEY MAY CHOOSE TO ALLOW ONLY THE SALES AND ACCOUNTING DEPARTMENTS ACCESS TO THE RESPECTIVE SEARCH TABS

WHILE ALLOWING THE HUMAN RESOURCES DEPARTMENT ACCESS TO BOTH 0ROPERLY ESTABLISHED SECURITY TRIMMING IN 3HARE0OINT ENSURES THAT EMPLOYEES CAN ACCESS ONLY THE SITES THAT THEY ARE ALLOWED TO VIEW

$EPLOYING THE %NTERPRISE 3EARCH #ENTER

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)F 0EOPLE SEARCH IS REQUIRED OR DESIRED IT IS WISE TO DEPLOY THE %NTERPRISE 3EARCH #ENTER WHICH HAS A TEMPLATE WITH ALL THE ELEMENTS OF 0EOPLE SEARCH ALREADY SET !LTHOUGH THE %NTERPRISE 3EARCH #ENTER TEMPLATE IS VISIBLE ON STANDARD 3HARE0OINT DEPLOYMENTS IT REQUIRES THE 3HARE0OINT 3ERVER 0UBLISHING )NFRASTRUCTURE FEATURE 4O DEPLOY THE %NTERPRISE 3EARCH #ENTER FOLLOW THESE STEPS AND REFER TO &IGURE

.AVIGATE TO THE TOP LEVEL OF YOUR SITE COLLECTION WHERE YOU WANT THE SEARCH CENTER

,OG IN AS A SITE COLLECTION ADMINISTRATOR

#HOOSE 3ITE !CTIONS #REATE 3ITE

.AME THE SEARCH CENTER IN THE 4ITLE FIELD

'IVE A PATH FOR THE SEARCH CENTER UNDER 7EB 3ITE !DDRESS

#HOOSE THE %NTERPRISE TAB UNDER THE 4EMPLATE SECTION

#HOOSE THE %NTERPRISE 3EARCH #ENTER TEMPLATE

#(!04%2 â&#x2013; $%0,/9).' 4(% 3%!2#( #%.4%2

&IGURE $EPLOYING AN %NTERPRISE 3EARCH #ENTER

â&#x2013; .OTE )F YOU GET AN ERROR CREATING THE SITE IT IS LIKELY THE 0UBLISHING FEATURE ACTIVATION FAILED &IGURE )F YOU COPY THE CORRELATION )$ FROM THE ERROR PAGE AND LOOK IN THE MOST RECENT 5,3 LOG AT 2)K?a^VaP\ 5X[TbK2^\\^] 5X[TbK<XRa^b^Uc BWPaTSKFTQ BTaeTa 4gcT]bX^]bK #K;>6B YOU WILL FIND AN ERROR SIMILAR TO THIS 4gRT_cX^]) BhbcT\ 8]eP[XS>_TaPcX^]4gRT_cX^]) CWT BWPaT?^X]c BTaeTa ?dQ[XbWX]V 8]UaPbcadRcdaT UTPcdaT \dbc QT PRcXePcTS Pc cWT bXcT R^[[TRcX^] [TeT[ QTU^aT cWT ?dQ[XbWX]V UTPcdaT RP] QT PRcXePcTS

4HIS INDICATES THE 0UBLISHING FEATURE NEEDS TO BE ACTIVATED AT THE SITE COLLECTION LEVEL BEFORE THE %NTERPRISE 3EARCH #ENTER CAN BE USED !CTIVATE IT AND TRY TO DEPLOY THE SEARCH CENTER AGAIN

#(!04%2 â&#x2013; $%0,/9).' 4(% 3%!2#( #%.4%2

&IGURE 4HE 3HARE0OINT 3ERVER 0UBLISHING )NFRASTRUCTURE FEATURE

4HE "ASIC 3EARCH #ENTER 5NLIKE THE %NTERPRISE 3EARCH #ENTER THE "ASIC 3EARCH #ENTER PROVIDES USERS ONLY WITH THE ABILITY TO EXECUTE BASIC AND ADVANCED SEARCHES AGAINST ONE UNIVERSAL ACCESS SEARCH EXPERIENCE 4HE LACK OF BUILT IN TABS THAT ALLOW FOR DIFFERENT SEARCH EXPERIENCES CAN BE SEEN IN &IGURE 7HILE THE "ASIC 3EARCH #ENTER CAN BE CUSTOMIZED TO PROVIDE A SPECIALIZED EXPERIENCE FOR USERS EVERY USER ON THE SEARCH CENTER WILL RETURN RESULTS FROM THE SAME CONTENT SOURCES IN AN IDENTICAL LAYOUT )N ADDITION AS NOTED EARLIER THE "ASIC 3EARCH #ENTER DOES NOT PROVIDE A PRE DEPLOYED TAB FOR 0EOPLE SEARCH 4HE MAIN BENEFIT OF THIS SEARCH CENTER IS SIMPLICITY AS IT ALLOWS FOR QUICK DEPLOYMENT OF SEARCH FUNCTIONALITY ON ANY 3HARE0OINT SITE COLLECTION

&IGURE 4HE "ASIC 3EARCH #ENTER

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$EPLOYING THE "ASIC 3EARCH #ENTER 4HE "ASIC 3EARCH #ENTER GIVES SEARCH AND RESULT FUNCTIONALITY WITH ADVANCED SEARCH AND PREFERENCES BUT WITHOUT A BUILT IN PRE DEFINED 0EOPLE 3EARCH TAB 3EE &IGURE 4O DEPLOY THE "ASIC 3EARCH #ENTER FOLLOW THESE STEPS AND REFER TO &IGURE

.AVIGATE TO THE TOP LEVEL OF YOUR SITE COLLECTION WHERE YOU WANT THE SEARCH CENTER

,OG IN AS A SITE COLLECTION ADMINISTRATOR

#HOOSE 3ITE !CTIONS #REATE 3ITE

.AME THE SEARCH CENTER IN THE 4ITLE FIELD

'IVE A PATH FOR THE SEARCH CENTER UNDER 7EB 3ITE !DDRESS

#HOOSE THE %NTERPRISE TAB UNDER THE 4EMPLATE SECTION

#HOOSE THE "ASIC 3EARCH #ENTER TEMPLATE

â&#x2013; .OTE )T IS BEST TO NAME YOUR SEARCH CENTER h3EARCHv !LTHOUGH MANY ADMINISTRATORS COME UP WITH CLEVER NAMES FOR SEARCH FOR THEIR ORGANIZATION OR PORTAL IT IS REALLY BEST TO KEEP IT SIMPLE 4HE PATH CAN ALSO BE bTPaRW UNLESS THERE IS A GOOD REASON TO NAME IT OTHERWISE

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&IGURE #REATING A NEW "ASIC 3EARCH #ENTER

2EDIRECTING THE 3EARCH "OX TO THE 3EARCH #ENTER !FTER THE SEARCH CENTER HAS BEEN DEPLOYED IT WILL BE POSSIBLE TO MAKE SEARCHES FROM THE CENTER S SEARCH PAGE MODIFY PREFERENCES AND PERFORM ADVANCED SEARCHES FROM THE !DVANCED 3EARCH PAGE (OWEVER

THE MAIN SEARCH BOX THAT APPEARS ON ALL PAGES WILL STILL POINT TO >BBBTPaRWATbd[cb Pb_g 3O YOU LL NEED TO DIRECT THESE QUERIES TO THE SEARCH CENTER YOU HAVE CREATED &OR MULTIPLE SITE COLLECTIONS THAT SHARE A SINGLE SEARCH CENTER REDIRECTING THIS SEARCH BOX TO THE SHARED SEARCH CENTER CAN BE EXTREMELY USEFUL 4O MODIFY THE TARGET OF THE SEARCH BOX FOLLOW THESE STEPS AND REFER TO &IGURE

.AVIGATE TO THE TOP LEVEL OF THE SITE COLLECTIONS

#HOOSE 3ITE !CTIONS 3ITE 3ETTINGS

5NDER 3ITE #OLLECTION !DMINISTRATION CHOOSE 3EARCH 3ETTINGS

)N THE 3ITE #OLLECTION 3EARCH 2ESULT PAGE FIELD DEFINE YOUR NEW SEARCH RESULTS PAGE )F YOU NAMED YOUR "ASIC 3EARCH #ENTER h3EARCHv THIS PATH WILL BE BTPaRW aTbd[cb Pb_g )F YOU CREATED AN %NTERPRISE 3EARCH #ENTER AND NAMED IT h3EARCHv THE PATH WILL BE BTPaRW ?PVTb aTbd[cb Pb_g

#(!04%2 â&#x2013; $%0,/9).' 4(% 3%!2#( #%.4%2

&IGURE #HANGING THE SEARCH BOX TARGET 4HESE ARE THE BASIC STEPS NECESSARY FOR DEPLOYING A SEARCH CENTER TO 3HARE0OINT 5SING ONE OF THE BUILT IN SEARCH CENTERS IS THE QUICKEST WAY TO GET A FEATURE RICH CUSTOMIZABLE SEARCH USER INTERFACE (OWEVER AS PREVIOUSLY MENTIONED SEARCH DOES WORK OUT OF THE BOX AND MANY ORGANIZATIONS CAN GET BY USING THE DEFAULT >BBBTPaRWATbd[cb Pb_g RESULTS PAGE &OR OTHERS EVEN THE SEARCH CENTERS ARE NOT ENOUGH OR PERHAPS NOT FLEXIBLE ENOUGH 4HIS WILL REQUIRE THEM TO CREATE THEIR OWN 7EB 0ART PAGES AND DEPLOY THE SEARCH 7EB 0ARTS INDIVIDUALLY TO THEMÂ&#x2C6;OR PERHAPS DEPLOY THEM TO OTHER SITE PAGES OR EVEN CREATE THEIR OWN 7EB 0ARTS AS DISCUSSED IN #HAPTER

7EB 0ART $EPLOYMENT )T IS POSSIBLE TO DEPLOY SEARCH ON YOUR 3HARE0OINT INSTALLATION WITHOUT ACTUALLY DEPLOYING A SEARCH CENTER "OTH SEARCH AND RESULT 7EB 0ARTS CAN BE ADDED TO NORMAL PAGES WITHOUT USING THE BUILT IN TEMPLATES 4HE METHOD OF DEPLOYING THE SEARCH 7EB 0ARTS IS THE SAME AS DEPLOYING ANY OTHER 7EB 0ART ON 3HARE0OINT )N FACT ALL THE FUNCTIONALITY OF THE "ASIC AND %NTERPRISE 3EARCH #ENTERS CAN BE RECREATED BY BUILDING A SITE WITH THE SEARCH 7EB 0ARTS (OWEVER THIS IS A LENGTHY TASK AND MOST IF NOT ALL OF THE SEARCH FUNCTIONALITY NECESSARY FOR MOST ORGANIZATIONS IS AVAILABLE ON THE SEARCH CENTERS 4HEREFORE

UNLESS EXTREMELY CUSTOM SEARCH USAGE IS REQUIRED IT IS RECOMMENDED TO USE THE BUILT IN TEMPLATES AND DEPLOY A SEARCH CENTER

#(!04%2 â&#x2013; $%0,/9).' 4(% 3%!2#( #%.4%2

!DDING 7EB 0ARTS 4O ADD 7EB 0ARTS TO AN EXISTING PAGE DO THE FOLLOWING

#HOOSE %DIT 0AGE UNDER 3ITE !CTIONS WHILE LOGGED IN AS A SITE ADMINISTRATOR

3ELECT %DITING 4OOLS AND )NSERT

#LICK 7EB 0ART

#HOOSE THE 3EARCH CATEGORY AND THE SEARCH 7EB 0ART YOU WANT TO ADD &IGURE

3AVE AND CLOSE THE EDITOR UNDER THE PAGE MENU IN THE RIBBON

&IGURE !DDING SEARCH 7EB 0ARTS !FTER THE 7EB 0ARTS ARE ADDED TO THE PAGE THE TARGET OF THE SEARCH BOX CAN BE ADDED BY EDITING THE 7EB 0ART OR CUSTOMIZATIONS TO THE PARTS MADE )N &IGURE A SEARCH BOX AND CORE RESULTS 7EB 0ART HAVE BEEN ADDED TO THE HOME PAGE OF THE DEFAULT 3HARE0OINT SITE

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&IGURE ! CRUDE EXAMPLE OF ADDING SEARCH 7EB 0ARTS TO A PAGE ! BETTER EXAMPLE OF WHEN TO ADD THE SEARCH 7EB 0ARTS TO A NON SEARCH PAGE WOULD BE FOR DISPLAYING A DIVERSE SET OF DOCUMENTS OR PAGES IN A SINGLE LIST REGARDLESS OF THEIR LOCATION IN 3HARE0OINT 4HIS COULD BE A LIST OF THE LATEST TEN DOCUMENTS THAT HAVE A GIVEN TERM IN THEM OR DOCUMENTS BY A SPECIFIC AUTHOR 5SING THE RESULT 7EB 0ART ALONE ON A 7EB 0ART PAGE AND SETTING A FIXED QUERY FOR THAT 7EB 0ART CAN ALLOW THIS INFORMATION TO BE DISPLAYED ANYWHERE ON THE SITE THAT THE ADMINISTRATOR DEEMS USEFUL 3EE #HAPTERS AND FOR MORE INFORMATION ABOUT DEPLOYING AND CUSTOMIZING THE SEARCH 7EB 0ARTS

3UMMARY )N THIS CHAPTER WE LOOKED AT THE SEARCH USER INTERFACES AVAILABLE FOR DEPLOYMENT TO 3HARE0OINT SITE COLLECTIONS 7E LOOKED AT THE DIFFERENT FUNCTIONALITY AVAILABLE IN THE "ASIC AND %NTERPRISE 3EARCH #ENTERS AND OUTLINED THE STEPS TO DEPLOY EACH ONE !DDITIONALLY WE BRIEFLY LOOKED AT DEPLOYING THE SEARCH 7EB 0ARTS TO 7EB 0ART PAGES IN 3HARE0OINT

CHAPTER 5

â&#x2013; â&#x2013; â&#x2013;

The Search User Interface !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

.AVIGATE THE SEARCH USER INTERFACE IN 3HARE0OINT

v

#REATE ALERTS AND 233 FEEDS FOR SEARCH RESULT SETS

v

5SE FEDERATED RESULTS

v

&ILTER SEARCH RESULTS WITH REFINERS AND SCOPES

v

5SE ADVANCED SEARCH SYNTAX TO ADJUST SEARCH QUERIES

v

,EVERAGE THE !DVANCED 3EARCH PAGE TO BUILD CUSTOM SEARCH QUERIES

v

,OOK FOR PEOPLE BY USING THE 0EOPLE 3EARCH PAGE

v

3ET SEARCH PREFERENCES FOR LANGUAGES AND SUGGESTIONS

3O FAR THIS BOOK HAS PROVIDED A THOROUGH WALKTHROUGH OF PLANNING THE SEARCH ARCHITECTURE IN 3HARE0OINT WITH CONSIDERATIONS OF SCALABILITY AND REDUNDANCY )T HAS WALKED THROUGH THE INSTALLATION AND DEPLOYMENT OF THE SEARCH SERVICES WITH A DEEP DIVE INTO SETTING UP THE CRAWLER FOR VARIOUS CONTENT SOURCES "Y THIS STAGE IN THE READING IT IS EXPECTED THAT THE READER UNDERSTANDS THE BASIC TERMS OF 3HARE0OINT 3EARCH DISCUSSED IN #HAPTER AND HAS DEPLOYED INFRASTRUCTURE INSTALLED THE SOFTWARE AND CONFIGURED THE BASIC SERVICES FOR SEARCH !T THIS POINT ALL OF THE BASIC BUILDING BLOCKS SHOULD BE ESTABLISHED AND THE ABILITY TO EXECUTE QUERIES SHOULD BE AVAILABLE 4HIS CHAPTER DISCUSSES THE SEARCH USER INTERFACE WHICH REFERS TO ANY END USER EXPERIENCES TIED TO SEARCH 5NLIKE THE REST OF THIS BOOK THE CONTENT OF THIS CHAPTER IS DESIGNED TO BE A GUIDE FOR END USERS AS MUCH AS FOR ADMINISTRATORS ! WIDE RANGE OF TOPICS IS DISCUSSED SUCH AS THE QUERY BOX SEARCH CENTER

QUERY SYNTAX SEARCH RESULTS AND MANIPULATION OF RESULTS 4HIS CHAPTER PROVIDES A FRONT END USER WALKTHROUGH OF THE SEARCH EXPERIENCE TO AID IN THE UNDERSTANDING OF HOW TO USE 30 3EARCH IT DOES NOT DISCUSS THE CONFIGURATION AND MANIPULATION OF THE BACK END OF THIS EXPERIENCE 4HE NEXT CHAPTER WILL PROVIDE DETAILED EXPLANATIONS ON HOW TO MANIPULATE AND CONFIGURE THE SEARCH CENTERS AND FEATURES DISCUSSED IN THIS CHAPTER 4HIS CHAPTER STARTS WITH A MORE IN DEPTH REVIEW OF THE QUERY BOX WHICH WAS FIRST INTRODUCED IN #HAPTER 7E THEN PROVIDE A THOROUGH INTRODUCTION TO THE SEARCH CENTER ALONG WITH THE DIFFERENT TABS AND PAGES IT CONTAINS 4HE CHAPTER THEN TAKES A DEEP DIVE INTO EACH PAGE OF THE SEARCH CENTER IN DETAIL

STARTING WITH THE !LL 3ITES RESULTS PAGE 4HE PURPOSE AND USE OF ALL THE MAJOR SEARCH 7EB 0ARTS ARE EXPLAINED BEFORE MOVING INTO ADVANCED QUERY SYNTAX 4HE CHAPTER COMPLETES WITH WALKTHROUGHS OF THE !DVANCED 3EARCH PAGE 0EOPLE SEARCH PAGE AND FINALLY THE 0REFERENCES PAGE 4HE !DVANCED 3EARCH PAGE

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

0EOPLE SEARCH PAGE AND 0REFERENCES PAGE LEVERAGE MANY OF THE SAME 7EB 0ARTS AND QUERY SYNTAX FIRST INTRODUCED IN REGARDS TO !LL 3ITES SEARCH )N ADDITION THE 7EB 0ARTS AND QUERY SYNTAX INTRODUCED IN THIS CHAPTER FORM THE CORE COMPETENCIES THAT ARE BUILT ON FOR THE REST OF THIS BOOK !S A RESULT IT IS VERY IMPORTANT TO UNDERSTAND THESE TOPICS IN REGARDS TO !LL 3ITES SEARCH BEFORE MOVING INTO THE LATER PAGES IN THE CHAPTER &OR ANY USERS OF PREVIOUS VERSIONS OF 3HARE0OINT THE SEARCH USER INTERFACE IS LARGELY UNCHANGED &OR THOSE FLUENT IN -/33 PICKING UP THE END USER SEARCH EXPERIENCE WILL BE EASIER AND MUCH OF THE INFORMATION IN THIS CHAPTER WILL BE REVIEW 4HERE ARE HOWEVER SEVERAL NEW FEATURES THAT SHOULD ATTRACT EXTRA ATTENTION 4HESE FEATURES INCLUDE THE ADDITION OF FULL "OOLEAN SEARCH SYNTAX THE ADDITION OF SEARCH REFINERS FACETS THE ADDITION OF THE 0REFERENCES PAGE AND VAST IMPROVEMENTS TO THE 0EOPLE SEARCH PAGE !S EACH SUBJECT IS DISCUSSED GENERAL DIFFERENCES BETWEEN THE SEARCH USER EXPERIENCE IN -/33 AND 30 WILL BE NOTED

4HE 1UERY "OX 4HE QUERY BOX ALSO REFERRED TO AS THE SMALL SEARCH BOX IS GENERALLY THE FIRST PLACE A USER CAN GO TO INTERACT WITH SEARCH )N A STANDARD DEPLOYMENT THE QUERY BOX CAN BE FOUND IN THE UPPER RIGHT QUADRANT ON ANY SITE OUTSIDE OF A SEARCH CENTER %XAMPLES OF WHERE THE QUERY BOX CAN BE FOUND INCLUDE THE HOME PAGE SITE COLLECTIONS SITES SUBSITES TEAM SITES AND LISTS $EPENDING ON THE CUSTOMIZATIONS DONE THE SEARCH CENTER MAY BE FOUND IN OTHER LOCATIONS ON A PAGE OR CAN BE FOUND WORKED INTO VARIOUS 7EB 0ARTS 5NLESS THE DESIGN OF A SITE HAS BEEN CUSTOMIZED THE QUERY BOX CAN BE FOUND IN THE LOCATION SHOWN IN &IGURE

&IGURE 4HE 30 QUERY BOX 4HE QUERY BOX PROVIDES A FREE TEXT FIELD FOR ENTERING SEARCH QUERIES )N 3HARE0OINT THE QUERY BOX CAN BE USED TO ENTER SEARCH QUERIES FOR DOCUMENTS PEOPLE SITES LISTS AND ANY OTHER ITEMS FOUND IN CRAWLED CONTENT SOURCES "Y DEFAULT IT IS SET TO SEARCH THE SITE THE USER IS CURRENTLY ON BUT DEPENDING ON THE CONFIGURATION OF THE QUERY BOX AND WHETHER THE ADMINISTRATOR HAS MADE THE SCOPE PICKER AVAILABLE

THE QUERY BOX CAN BE SET UP TO SEARCH AGAINST ANY AVAILABLE SITE OR SITE COLLECTION

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

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$UE TO THE LEVEL OF CUSTOMIZATIONS THAT CAN BE MADE TO THE SEARCH USER INTERFACE CERTAIN CONFIGURATIONS HAVE BEEN MADE TO THE USER INTERFACE WE SHOW THROUGHOUT THIS CHAPTER 4HESE SETTINGS HAVE BEEN MADE TO PROVIDE A THOROUGH OVERVIEW OF THE STANDARD SEARCH FEATURES MADE AVAILABLE IN 30 !LTHOUGH NOT AUTOMATICALLY ENABLED WITH THE DEPLOYMENT OF A SEARCH CENTER THESE CUSTOMIZATIONS ARE SIMPLE AND STANDARD TO MANY DEPLOYMENTS 4HEY DO NOT REQUIRE ANY SPECIAL CUSTOM DEVELOPMENT AND CAN BE EASILY ENABLED THROUGH THE SITE SETTINGS 3EVERAL OF THE SIMPLE CUSTOMIZATIONS THAT HAVE BEEN MADE TO SHOW THE FULL RANGE OF SEARCH USER INTERFACE FEATURES INCLUDE THE FOLLOWING v

4HE 3EARCH !CTIONS 7EB 0ART HAS BEEN SET TO DISPLAY THE hRELEVANCEv AND hMODIFIED DATEv SORTING OPTIONS IN &IGURES

AND

v

4HE 4OP &EDERATED 2ESULTS 7EB 0ART HAS BEEN ENABLED FOR "ING COM IN &IGURE

v

4HE &EDERATED 2ESULTS 7EB 0ART HAS BEEN ENABLED AND SET TO DISPLAY RESULTS FROM "ING COM IN &IGURES AND

v

4HE SCOPES DROP DOWN ON THE 3EARCH "OX 7EB 0ART TO DISPLAY THE SCOPE PICKER IN &IGURES

AND

v

!DDITIONAL TABS WERE ADDED IN &IGURE AND TO DISPLAY FEDERATED SEARCH OPTIONS

v

1UERY SUGGESTIONS WERE ENABLED ON THE SEARCH BOX 7EB 0ART TO SHOW THE FEATURE IN &IGURE

v

! BEST BET IS ESTABLISHED BETWEEN THE QUERY h3HARE0OINTv AND THE DOCUMENT #OLLABORATING WITH 3HARE0OINT IN &IGURE

$ETAILS ON HOW TO ENABLE THESE FEATURES AS WELL AS SEVERAL OTHERS WILL BE FOUND IN THE NEXT CHAPTER 4HE QUERY BOX CAN ACCEPT THE STANDARD SEARCH SYNTAX USED THROUGHOUT ALL SEARCH FIELDS IN 30 5NLIKE -/33 30 SUPPORTS ADVANCED QUERY SYNTAX !LTHOUGH NOT NECESSARILY THE MOST EFFICIENT PLACE TO BUILD COMPLEX SEARCH QUERIES THE QUERY BOX CAN IN FACT EXECUTE ALL OF THE SAME SEARCH PARAMETERS AS THE !DVANCED 3EARCH PAGE FOUND ON A SEARCH CENTER 4HE DETAILS OF THE AVAILABLE SEARCH SYNTAX ARE DISCUSSED IN DETAIL LATER IN THE CHAPTER 7HEN USERS ENTER SEARCH QUERIES IN THE QUERY BOX AND EXECUTE THE SEARCH THEY ARE REDIRECTED TO A SEARCH RESULTS PAGE WITH ITEMS RELEVANT TO THE EXECUTED SEARCH RETURNED 4HE RETURNED SEARCH RESULTS ARE PROVIDED BASED ON THE ENTERED QUERY SCOPE AND USER PERMISSIONS 4HE SEARCH CENTER THE QUERY BOX ROUTES TO IS ESTABLISHED BY THE CHOSEN SCOPE 4HE USER CAN THEN INTERACT WITH THE SEARCH RESULTS AS IF THE SEARCH HAD BEEN EXECUTED THROUGH A SEARCH CENTER !S STATED EARLIER IF THE DEFAULT SCOPE IS USED THE SEARCH RESULTS WILL RETURN RESULTS ONLY FROM THE SITE THE USER WAS ON WHEN HE OR SHE EXECUTED THE QUERY 4O SEARCH AGAINST A BROADER RANGE OF SITES THE USER NEEDS TO SELECT A DIFFERENT SCOPE NAVIGATE HIGHER IN THE SITE HIERARCHY OR EXECUTE THE QUERY THROUGH THE SEARCH CENTER 3EARCHES ENTERED THROUGH A QUERY BOX WITHOUT A DIFFERENT SITE SELECTED WILL RETURN RESULTS SIMILAR TO THOSE SHOWN IN &IGURE

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

&IGURE 3ITE SEARCH RESULTS

4AKING !DVANTAGE OF THE 3COPE 0ICKER 4O BROADEN OR SHARPEN A SEARCH THROUGH THE QUERY BOX THE SCOPE PICKER CAN BE USED 3COPES ARE SET UP

BY ADMINISTRATORS AND PROVIDE OPTIONS FOR THE APPLICATION OF PRE DETERMINED RULES TO A SEARCH 4HE MOST COMMON APPLICATION OF SCOPES IS TO SPECIFY A TARGET SITE OR SITE COLLECTION BUT SCOPES CAN ALSO BE USED TO SELECT DIFFERENT SEARCH PAGES SUCH AS 0EOPLE SEARCH AS WELL AS A COMBINATION OF OTHER PARAMETERS SUCH AS THOSE FOUND ON THE !DVANCED 3EARCH PAGE 3COPES ARE NOT GENERALLY CREATED ON THE FLY BUT INSTEAD ARE CREATED BY THE SITE ADMINISTRATOR FOR THE MOST COMMONLY NEEDED SEARCH PARAMETERS

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7HEN AVAILABLE SCOPES ARE ACCESSED THROUGH A DROP DOWN TO THE LEFT OF THE QUERY BOX AS SHOWN IN &IGURE "Y DEFAULT THE SITE CURRENTLY BEING ACCESSED IS CHOSEN 4O CHANGE THE SCOPE CLICK THE DROP DOWN AND SELECT THE DESIRED SCOPE 7HEN A SCOPE FOR A DIFFERENT SITE OR SITE COLLECTION IS CHOSEN THE EXECUTED QUERY WILL RETURN RESULTS OUTSIDE OF THOSE AVAILABLE ONLY THROUGH THE CURRENT SITE

&IGURE 3EARCH SCOPES AND THE QUERY BOX 7HEN THE SEARCH IS EXECUTED THE TARGET SITE OR SITE COLLECTION WILL BE LISTED NEXT TO THE SEARCH QUERY ABOVE THE RESULTS &IGURE

&IGURE 3EARCH SCOPES AND THE RESULTS PAGE

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!FTER A RESULT SET IS RETURNED THE CAPABILITY TO CHANGE THE SELECTED SCOPE OR QUERY IS MADE AVAILABLE "Y SELECTING A DIFFERENT SCOPE AND EXECUTING A DIFFERENT QUERY A NEW SET OF RESULTS WILL BE RETURNED 4HIS PROVIDES THE ABILITY TO CHANGE SEARCH PARAMETERS AS NEEDED WITHOUT NAVIGATING BACK TO THE ORIGINATING SITE OR SITE COLLECTION

4HE 3EARCH #ENTER 4HE SEARCH CENTER IS THE SECOND LOCATION USERS CAN LEVERAGE TO EXECUTE SEARCHES AND RETURN RESULTS 3EARCH CENTERS ARE 3HARE0OINT SITES DEDICATED TO THE FUNCTION OF SEARCH THAT HOLD ALL THE SEARCH PIECES

TABS 7EB 0ARTS SEARCH PAGES RESULTS PAGES ETC 4HEY PROVIDE THE END TO END ABILITY TO ENTER ADVANCED QUERIES SELECT PREFERENCES AND RETRIEVE FILTER AND ACTION SEARCH RESULTS 3HARE0OINT IS NOT RESTRICTED TO ONE SEARCH SCOPE PER SEARCH CENTER $EPENDING ON THE NEEDS OF AN ORGANIZATION MANY SCOPES MAY BE MADE AVAILABLE 4HE MOST COMMON ARE h!LL 3ITESv AND h0EOPLEv SEARCH PAGES )N ADDITION TO THESE SPECIALIZED SEARCH PAGES MAY BE CREATED FOR DIFFERENT USER GROUPS

DEPARTMENTS SITES AND FEDERATED ENVIRONMENTS TO NAME A FEW %ACH SEARCH TAB IS DESIGNED AROUND A FIXED SCOPE SO WHEN THE h0EOPLEv SEARCH TAB IS ACCESSED IT AUTOMATICALLY APPLIES THE h0EOPLEv SCOPE !CCESS TO VARIOUS SEARCH PAGES CAN BE PROVIDED THROUGH A FEW PATHS 7HEN A SITE SPECIFIC SEARCH IS EXECUTED THROUGH THE QUERY BOX THE USER IS NAVIGATED TO A SEARCH PAGE FOR THE TARGET SITE 7HEN A SEARCH IS PERFORMED THROUGH THE QUERY BOX TO A COLLECTION OF SITES OR ALL SITES THE USER IS DIRECTED TO THE CORRESPONDING SEARCH RESULTS PAGE 7HEN A USER NAVIGATES TO THE !LL 3ITES CENTER TAB THE OPTION CAN BE MADE AVAILABLE TO CHOOSE SEVERAL SEARCH PAGES OTHER THAN !LL 3ITES

â&#x2013; .OTE 7HEN QUERIES ARE EXECUTED THROUGH THE QUERY BOX THE USER IS DIRECTED TO A SEARCH CENTER )N AN OUT OF THE BOX CONFIGURATION THE DIFFERENCE BETWEEN MANUALLY NAVIGATING TO A SEARCH CENTER AND ENTERING A SITE SEARCH THROUGH A QUERY BOX IS THE AVAILABILITY OF THE !DVANCED 3EARCH PAGE AND THE 0REFERENCES PAGE )T IS IMPORTANT TO UNDERSTAND HOWEVER THAT THE QUERY BOX CAN BE DIRECTED TO A SITE SEARCH RESULTS PAGE OR THE SAME SEARCH CENTER A USER CAN MANUALLY NAVIGATE TO

4HE SEARCH CENTER CAN BE ACCESSED JUST LIKE ANY OTHER SITE /NCE THE SEARCH CENTER IS SELECTED THE LANDING PAGE SHOWN IN &IGURE WILL APPEAR

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&IGURE %NTERPRISE 3EARCH #ENTER HOME PAGE &ROM THIS PAGE THERE ARE A FEW MORE OPTIONS MADE AVAILABLE 5SERS CAN CHANGE THE SCOPE OF THEIR QUERY THROUGH TABS ABOVE THE QUERY FIELD NAVIGATE TO THE !DVANCED 3EARCH PAGE NAVIGATE TO THE 0REFERENCES PAGE OR ENTER A SEARCH QUERY 4HE VARIOUS TABS AVAILABLE HERE ARE GENERALLY SET TO DIFFERENT SEARCH SCOPES 4HEY MAY BE CONFIGURED TO EXECUTE QUERIES AGAINST DIFFERENT CONTENT SETS AND THE SEARCH RESULTS PAGE EACH TAB RETURNS CAN BE CONFIGURED FOR A CUSTOMIZED LOOK AND FEEL )N THE DEFAULT 3HARE0OINT %NTERPRISE 3EARCH #ENTER SHOWN IN &IGURE USERS CAN EXECUTE QUERIES AGAINST CONTENT IN THE ENTIRE SITE COLLECTION OR SELECT THE 0EOPLE TAB TO EXECUTE A QUERY AGAINST THE PEOPLE SCOPE 4HE FORMAT OF THE SEARCH RESULTS PAGE THAT RETURNS FOR QUERIES EXECUTED THROUGH EACH OF THESE TABS IS DIFFERENT -ORE CUSTOMIZED DEPLOYMENTS MAY OFFER SEARCH TABS THAT ARE SPECIALIZED TO THE NEEDS OF A PARTICULAR DEPARTMENT OR MAY DIRECT QUERIES TO SPECIFIC CONTENT SOURCES 1UERIES ENTERED THROUGH THE SEARCH CENTER WILL FUNCTION IN THE SAME MANNER AS THOSE ENTERED IN THE SEARCH QUERY BOX "Y DEFAULT THE STANDARD SEARCH CENTER HOME PAGE IS SET TO h!LL 3ITESv &IGURE h!LL 3ITESv IS THE BROADEST SEARCH SCOPE AVAILABLE AND INCLUDES ALL AVAILABLE CONTENT SOURCES ITEMS AND SITES

WITH THE EXCEPTION OF PEOPLE 7HEN A QUERY IS ENTERED THROUGH THE h!LL 3ITESv TAB THE USER WILL BE NAVIGATED TO THE CORRESPONDING SEARCH RESULTS PAGE

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&IGURE 3TANDARD !LL 3ITES RESULTS PAGE )N ADDITION TO THE !LL 3ITES SEARCH TAB THE 0EOPLE SEARCH PAGE CAN BE ACCESSED BY SELECTING THE 0EOPLE TAB ABOVE THE SEARCH FIELD "Y DOING SO THE SCOPE OF THE SEARCH IS REDIRECTED TO THE 0EOPLE SEARCH RESULTS PAGE &IGURE SHOWS A STANDARD 303 0EOPLE SEARCH RESULTS PAGE -OST OF THE FUNCTIONALITY ON THE 0EOPLE SEARCH RESULTS PAGE IS SIMILAR TO THAT OF THE !LL 3ITES RESULTS PAGE 4HE NOTABLE DIFFERENCES ARE ADDRESSED TOWARD THE END OF THIS CHAPTER

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&IGURE 3TANDARD 0EOPLE SEARCH RESULTS PAGE /N BOTH THE !LL 3ITES AND 0EOPLE SEARCH RESULTS PAGES THERE IS THE OPTION TO TAB BETWEEN THE AVAILABLE SEARCH SCOPES )N A FULLY DEVELOPED 3HARE0OINT DEPLOYMENT OTHER SEARCH TABS MAY BE MADE AVAILABLE )N GLOBAL COMPANIES WITH MORE THAN ONE 3HARE0OINT FARM IT IS COMMON TO PROVIDE ACCESS TO SEARCH AGAINST FEDERATED ENVIRONMENTS THROUGH SEARCH CENTER TABS #HAPTER DISCUSSED THE TOPIC OF CRAWLING FEDERATED ENVIRONMENTS IN DETAIL BUT TO REVIEW FEDERATION IS THE ABILITY TO SEARCH ON CONTENT THAT WAS NOT CRAWLED BY THE FARM BEING ACCESSED &EDERATED SEARCHES MAY INCLUDE CONTENT PULLED FROM GLOBAL SEARCH ENGINES OR OTHER 3HARE0OINT DEPLOYMENTS WITHIN A GLOBAL COMPANY 7ITH FEDERATED SEARCH A QUERY CAN BE ENTERED THROUGH ONE FARM AND PASSED TO A DIFFERENT CONTENT SOURCE WHERE IT IS THEN PROCESSED BY THAT RESPOSITORY S SEARCH ENGINE !CCESS TO FEDERATED SEARCH IS COMMONLY PROVIDED THROUGH TABS ON THE SEARCH CENTER 4HIS ALLOWS USERS TO SEARCH THEIR OWN FARMS BY DEFAULT BUT SELECT TO SEARCH AGAINST OTHER CONTENT REPOSITORIES AS NEEDED !N EXAMPLE OF SEARCH TABS SET UP FOR FEDERATION IS SHOWN IN &IGURE

&IGURE &EDERATED SEARCH TABS

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4HE 3EARCH 2ESULTS 0AGE /NCE A QUERY IS EXECUTED EITHER THROUGH THE QUERY BOX OR A SEARCH CENTER THE USER IS NAVIGATED TO THE CORRESPONDING SEARCH RESULTS PAGE 4HE SEARCH RESULTS PAGE IS COMPRISED OF A NUMBER OF 7EB 0ARTS THAT

WHEN COMBINED ALLOW USERS TO VIEW AND INTERACT WITH THE SEARCH RESULTS 4HE SEARCH RESULTS PAGE PRESENTS A SET NUMBER OF RESULTS PER PAGE AND THEN ALLOWS USERS TO MOVE TO ADDITIONAL PAGES BY WAY OF A NAVIGATOR LOCATED AT THE BOTTOM OF THE RESULTS PAGE !S SHOWN IN THE SCREENSHOTS IN THE PREVIOUS SECTIONS THE RESULTS PAGE FOR SEARCHES ENTERED THROUGH THE QUERY BOX AND SEARCH CENTER VARY SLIGHTLY IN THE OUT OF THE BOX CONFIGURATION 4HE DEFAULT SEARCH RESULTS PAGE FOR QUERIES ENTERED THROUGH THE QUERY BOX DOES NOT PROVIDE ACCESS TO THE !DVANCED 3EARCH PAGE OR 0REFERENCES PAGES )T DOES HOWEVER PROVIDE THE SCOPE PICKER DROP DOWN 4HE FEATURES DISCUSSED IN THIS SECTION ARE AVAILABLE FOR SEARCHES MADE THROUGH THE !LL 3ITES SEARCH PAGE 4HESE FEATURES CAN ALSO BE MADE AVAILABLE FOR SEARCHES ENTERED THROUGH THE QUERY BOX 4HE SEARCH RESULTS PAGE IS COMPOSED OF MANY DIFFERENT COMPONENTS BROUGHT TOGETHER BY A COLLECTION OF 7EB 0ARTS ! 7EB 0ART IS AN !30 .%4 SERVER CONTROL THAT ALLOWS A DESIGNER TO MODIFY THE CONTENT

APPEARANCE AND BEHAVIOR OF A WEB PAGE DIRECTLY FROM A BROWSER 7EB 0ARTS ARE THE BUILDING BLOCKS THAT PROVIDE THE WIDE RANGE OF CUSTOMIZATION ALLOWED IN 3HARE0OINT 4HEY PRESENT DATA ALLOW FOR INTERACTION WITH PAGES AND CONTROL THE DESIGN OF A PAGE )N 3HARE0OINT THERE ARE OVER 7EB 0ARTS THAT COME WITH THE PLATFORM AND ADDITIONAL CUSTOM 7EB 0ARTS CAN BE CREATED 4HERE ARE 7EB 0ARTS DEDICATED TO SEARCH %ACH CAN BE ENABLED OR DISABLED TO CHANGE THE AVAILABLE FUNCTIONALITY MOVED AROUND THE PAGE TO CHANGE LAYOUT AND RECONFIGURED TO CHANGE BEHAVIOR 4HIS CHAPTER DISCUSSES THE MAJOR SEARCH 7EB 0ARTS THAT MOST USERS WILL INTERACT WITH 4HE KEY 7EB 0ART COMPONENTS OF THE SEARCH RESULTS PAGE ARE LABELED IN &IGURE

&IGURE ,ABELED SEARCH RESULTS PAGE

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&IGURE DISPLAYS FEATURES AND 7EB 0ARTS THAT MAY NOT BE ENABLED IN EVERY ENVIRONMENT 4HE FOLLOWING SETTINGS HAVE BEEN MADE TO PROVIDE THE BROADEST OVERVIEW OF AVAILABLE FEATURES v

4HE 3EARCH !CTIONS 7EB 0ART HAS BEEN SET TO DISPLAY THE hRELEVANCEv AND hMODIFIED DATEv VIEW OPTIONS

v

4HE 4OP &EDERATED 2ESULTS 7EB 0ART HAS BEEN ENABLED

v

4HE &EDERATED 2ESULTS 7EB 0ART HAS BEEN ENABLED AND SET TO DISPLAY RESULTS FROM THE LOCATION "ING COM

3EARCH RESULTS PAGES MAY INCLUDE 7EB 0ARTS ADDITIONAL TO THOSE SHOWN )NDIVIDUAL 7EB 0ARTS MAY ALSO BE LOCATED IN DIFFERENT ZONES ON THE PAGE OR BE CONFIGURED TO ACT DIFFERENTLY THAN SHOWN 4HIS FIGURE SHOWS MOST OF THE STANDARD AVAILABLE SEARCH 7EB 0ARTS IN THE !LL 3ITES SCOPE WITH THEIR DEFAULT SETTINGS 3TARTING FROM THE TOP ZONE THE 3EARCH "OX 7EB 0ART PROVIDES THE ABILITY TO EXECUTE A NEW SEARCH QUERY )T ALSO PROVIDES ACCESS TO THE 0REFERENCES PAGE AND THE !DVANCED 3EARCH PAGE DISCUSSED LATER IN THIS CHAPTER 7HEN TRIGGERED THE 3EARCH 3UMMARY 7EB 0ART DISPLAYS ALTERNATIVE QUERY SUGGESTIONS FOR THE CURRENT SEARCH QUERY BELOW THE SEARCH BOX !S SHOWN IN &IGURE THIS 7EB 0ART PROVIDES QUERY SUGGESTIONS BASED ON 3HARE0OINT S DICTIONARY TO PROVIDE USERS WITH ALTERNATIVE QUERY OPTIONS

&IGURE 3EARCH "OX AND 3EARCH 3UMMARY 7EB 0ARTS $IRECTLY BELOW THE SEARCH BOX THE 3EARCH 3TATISTICS 7EB 0ART DISPLAYS THE NUMERICAL PORTION OF THE RESULT SET BEING DISPLAYED ON THE CURRENT PAGE )T ALSO PROVIDES THE ESTIMATED NUMBER OF RESULTS IN THE ENTIRE RESULT SET !DJACENT TO THE RIGHT OF THE 3EARCH 3TATISTICS 7EB 0ART THE 3EARCH !CTIONS ,INKS 7EB 0ART PROVIDES THE ABILITY TO SET ALERTS AND CREATE 233 FEEDS ON THE RESULT SET )F ENABLED USERS CAN CHANGE THE ORDER OF THE SEARCH RESULTS BY SELECTING A DIFFERENT SORTING OPTION FROM THE h3ORT "Y v DROP DOWN 5SERS CAN ALSO USE THIS 7EB 0ART TO CONNECT 7INDOWS $ESKTOP 3EARCH TO THE RESULT SET 4HIS PROVIDES THE ABILITY TO SEARCH THE RESULT SET AT A LATER TIME WITHOUT MANUALLY OPENING 3HARE0OINT AGAIN

â&#x2013; .OTE $UE TO SECURITY TRIMMING THE SEARCH ENGINE GENERALLY IS UNABLE TO DETERMINE THE EXACT NUMBER OF RESULTS IN LARGE RESULTS SETS 4HIS IS THE REASON THE PHRASE hABOUTv IS USED WHEN DISPLAYING THE TOTAL NUMBER OF RESULTS 7HEN A TOTAL RESULT COUNT IS EXACT THE TERM hABOUTv IS OMITTED

4O THE RIGHT OF THE 3EARCH !CTIONS ,INKS 7EB 0ART IS THE 2ELATED 1UERIES 7EB 0ART )F AVAILABLE THIS PROVIDES A LIST OF SUGGESTED ALTERNATIVE SEARCH QUERIES BASED ON THE AGGREGATED EXPERIENCES OF USERS IN THE ENVIRONMENT "ELOW THE 2ELATED 1UERIES 7EB 0ART IS THE 0EOPLE -ATCHES 7EB 0ART 4HIS 7EB 0ART

SHOWN IN &IGURE DISPLAYS THE FIRST THREE PEOPLE THAT WOULD BE RETURNED HAD THE QUERY BEEN EXECUTED THROUGH THE 0EOPLE TAB 4HIS IS A USEFUL TOOL THAT ALLOWS PEOPLE TO NOT BE INCLUDED IN THE !LL 3ITES RESULTS SET WHILE STILL BEING ABLE TO SEE SOME OF THE TOP PEOPLE RELATED RESULTS

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&IGURE 0EOPLE -ATCHES 7EB 0ART 5SERS MAY ALSO FIND THE &EDERATED 3EARCH 2ESULTS 7EB 0ART IN THE RIGHT ZONE WHICH PRESENTS RESULTS FROM A FEDERATED CONTENT SOURCE SUCH AS "ING COM OR BLOGS 4O THE LEFT OF THE 3EARCH 3TATISTICS 7EB 0ART

THE 2EFINEMENT 0ANEL 7EB 0ART ALLOWS USERS TO DRILL INTO SEARCH RESULTS BY SELECTING KNOWN METADATA SUCH AS RESULT TYPE THE SITE THE ITEM IS LOCATED ON OR THE AUTHOR OF THE ITEM "ELOW THE 3EARCH 3TATISTICS 7EB 0ART THE "EST "ETS 7EB 0ART CAN BE FOUND WHICH IF ENABLED

PROVIDES SUGGESTIONS FOR THE MOST LIKELY ITEMS USERS MAY BE LOOKING FOR IN A RESULT SET "ELOW THE "EST "ETS 7EB 0ART THE 4OP &EDERATED 2ESULTS 7EB 0ART DISPLAYS THE MOST RELEVANT SEARCH RESULTS FROM ONE OR MORE FEDERATED ENVIRONMENTS 4HE 4OP &EDERATED 2ESULTS 7EB 0ART IS NOT ENABLED BY DEFAULT AND IF ENABLED WILL BE SHOWN ONLY IF A FARM IS PULLING CONTENT FROM FEDERATED CONTENT SOURCES 4HE FOCUS OF THE SEARCH RESULTS PAGE IS OF COURSE THE RESULTS THEMSELVES 4HE RESULTS CAN BE FOUND IN THE 3EARCH #ORE 2ESULTS 7EB 0ART LOCATED IN THE CENTER OF THE PAGE %ACH RESULT CONTAINS SEVERAL COMPONENTS AS SHOWN IN &IGURE

&IGURE )NDIVIDUAL SEARCH RESULT %ACH RESULT CONTAINS A CLICKABLE TITLE WHICH IF CLICKED WILL PROVIDE THE ABILITY TO INTERACT WITH THE SEARCH RESULT $EPENDING ON THE TYPE OF SEARCH RESULT THE ACTION TAKEN WHEN THE TITLE IS CHOSEN WILL CHANGE )F THE ITEM IS A -ICROSOFT /FFICE DOCUMENT A SECOND WINDOW WILL APPEAR WHICH PROVIDES THE ABILITY TO SAVE THE DOCUMENT OR OPEN IT WITH THE CORRESPONDING -ICROSOFT /FFICE PROGRAM )F THE RESULT IS A DOCUMENT OTHER THAN -ICROSOFT /FFICE ONLY THE OPTION TO SAVE THE DOCUMENT IS PROVIDED )F THE RESULT IS NOT A DOCUMENT CHOOSING THE RESULT TITLE WILL NAVIGATE THE USER TO THE LOCATION OF THE RESULT %XAMPLES OF NON DOCUMENT RESULTS INCLUDE 3HARE0OINT SITES LISTS OR WEB PAGES 4HE ICON TO THE LEFT OF THE SEARCH RESULT TITLE INDICATES THE ITEM TYPE FOR THE RESULT

Download from Wow! eBook <www.wowebook.com>

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"ELOW THE RESULT TITLE A DESCRIPTION IS DISPLAYED 4HE DESCRIPTION CONTAINS WHAT THE SEARCH ENGINE BELIEVES ARE THE MOST RELEVANT BLOCKS OF TEXT FROM WITHIN THE CONTENT OF THE ITEM 4HE BLOCKS OF CONTENT ARE NOT NECESSARILY THE FIRST BLOCK OF TEXT IN THE RESULT OR ADJACENT TO EACH OTHER 4HE KEYWORDS FROM THE SEARCH QUERY ARE FOUND IN BOLD WITHIN THE RESULT DESCRIPTION 5NDER THE DESCRIPTION THERE IS A LIST OF KEY PROPERTIES ASSOCIATED WITH THE ITEM "Y DEFAULT THE DISPLAYED PROPERTIES ARE AUTHORS DATE OF LAST PUBLISHED EDIT AND SIZE OF THE FILE &INALLY BELOW THE PROPERTIES AN ACTIONABLE LINK TO THE RESULT S LOCATION IS SHOWN 4HE FINAL 7EB 0ART IN A STANDARD SEARCH RESULTS PAGE IS THE 3EARCH 0AGING 7EB 0ART FOUND AT THE BOTTOM OF THE PAGE 4HIS 7EB 0ART PROVIDES LINKS FOR NAVIGATING TO ADDITIONAL SEARCH RESULTS PAGES "Y DEFAULT THE NUMBER OF RESULTS RETURNED PER PAGE IS SET TO TEN BUT THIS NUMBER CAN BE ADJUSTED BY THE ADMINISTRATOR AS SHOWN IN THE NEXT CHAPTER $EPENDING ON HOW AN ENVIRONMENT IS BEING USED IT MAY BE ADVISED TO INCREASE THE NUMBER OF RESULTS PER PAGE 0ROVIDING MORE RESULTS PER PAGE ALLOWS FOR FASTER BROWSING OF LARGE SEARCH RESULTS BUT IT DOES AFFECT PERFORMANCE 3INCE 3HARE0OINT S SEARCH ENGINE IS RETURNING INFORMATION ONLY ABOUT THE RESULTS DISPLAYED ON THE CURRENT PAGE INCREASING THE RESULTS PER PAGE WILL CONSEQUENTLY INCREASE THE AMOUNT OF INFORMATION THAT NEEDS TO BE PROCESSED AND RETURNED "OTH THE USER EXPERIENCE AND SERVER PERFORMANCE SHOULD BE TAKEN INTO CONSIDERATION BEFORE ADJUSTING THE RESULTS PER PAGE 4HE FINAL MAJOR FACTOR THAT CONTRIBUTES TO THE SEARCH RESULTS PAGE IS THE ORDER OF THE RESULTS 4HE ORDER OF RETURNED RESULTS IS DETERMINED BASED ON DOCUMENT RELEVANCY AND 3HARE0OINT S RANKING FORMULA 3HARE0OINT RANKS DOCUMENTS BASED ON THE FREQUENCY OF QUERY TERMS WITHIN THE FILE AS WELL AS THE OVERALL COMPARATIVE DOCUMENT VALUE 6ARIOUS RANKING CONSIDERATIONS ARE APPLIED BASED ON SEVERAL VALUES SUCH AS KEYWORD MATCHES QUERY PROXIMITY STATIC DOCUMENT PROPERTIES SUCH AS FILE TYPES AND USER DRIVEN WEIGHTING SUCH AS POPULARITY 4HE RESULT IS THAT A SINGLE DOCUMENT BECOMES A COLLECTION OF DIFFERENTLY WEIGHTED RANKING CONSIDERATIONS 4HESE WEIGHTED VALUES ARE THEN USED TO PRODUCE THE ORDER OF SEARCH RESULTS 4HE TOPIC OF RELEVANCY IS ONE OF GREAT IMPORTANCE AS IT GREATLY AFFECTS THE SEARCH USER EXPERIENCE 4HE PHRASE hGARBAGE IN GARBAGE OUTv IS QUITE APPLICABLE TO THE TOPIC OF SEARCH RELEVANCY IN THAT IF USERS DO NOT PROVIDE 3HARE0OINT WITH ACCURATE PROPERTIES THEN 3HARE0OINT WILL PRODUCE BAD SEARCH RESULTS )NSURING THAT USERS CORRECTLY TAG STORE AND RATE DOCUMENTS WILL GREATLY CONTRIBUTE TO SUCCESSFUL RELEVANCY )F USERS DO NOT CONSISTENTLY ATTACH PROPERTIES TO DOCUMENTS OR STORE FILES IN ILLOGICAL LOCATIONS

THEN THE NUMBER OF VALUES 3HARE0OINT CAN CONSIDER FOR RELEVANCY DECREASES ALONG WITH ACCURACY #OMPANIES SHOULD IMPLEMENT SIMPLE AND CONSISTENT PRACTICES FOR TAGGING AND STORAGE SO THAT USERS CAN CONTRIBUTE TO THEIR OWN SUCCESS )T IS ALSO IMPORTANT TO UNDERSTAND THAT WHILE THE FRONT END DILIGENCE OF DOCUMENT MANAGEMENT IS THE SHARED RESPONSIBILITY OF EVERY USER THE RANKING FORMULA IS OUTSIDE OF END USER CONTROL 4HERE ARE

HOWEVER MANY STEPS THAT 3HARE0OINT ADMINISTRATORS AND DESIGNERS CAN TAKE TO IMPROVE RESULT RANKING 4HIS IS A TOPIC OF SIGNIFICANT IMPORTANCE AND IS DISCUSSED AT LENGTH IN #HAPTER 4HE COMBINATION OF THE VARIOUS 7EB 0ARTS DISCUSSED IN THIS SECTION CREATE THE NET END USER SEARCH EXPERIENCE 4O SUCCESSFULLY LEVERAGE 3HARE0OINT S SEARCH EXPERIENCE USERS MUST BE COMFORTABLE WITH THE USE OF MOST OF THESE FEATURES %ACH FEATURE CONTRIBUTES TO SEARCH SUCCESS THROUGH A DIFFERENT FUNCTION 4HE FOLLOWING SECTIONS DRILL INTO EACH OF THESE FEATURES AND THEIR PURPOSE WITHIN THE SEARCH CENTER IN MORE DETAIL !S MENTIONED AT THE START OF THE CHAPTER THE GOAL OF THIS CHAPTER IS TO PROVIDE A THOROUGH REVIEW OF THE END USER EXPERIENCES FOR EACH COMPONENT OF THE SEARCH INTERFACE 4HE FOLLOWING SECTIONS ARE IN LINE WITH THIS GOAL AND EXPLAIN HOW TO USE EACH COMPONENT NOT HOW TO CUSTOMIZE EACH COMPONENT 4HE FOCUS OF THE FOLLOWING CHAPTER IS CUSTOMIZATION OF EACH FEATURE IN THE FOLLOWING SECTIONS

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3EARCH 3UGGESTIONS )F ENABLED 3HARE0OINT CAN PROVIDE SEARCH SUGGESTIONS ON ANY QUERY BOX OR SEARCH CENTER DIALOG FIELD &IGURE 3EARCH SUGGESTIONS CALLED QUERY SUGGESTIONS ON THE 3EARCH "OX 7EB 0ART WORK SIMILARLY TO "ING OR 'OOGLE SEARCH FIELDS !S A USER ENTERS A SEARCH QUERY 3HARE0OINT PRESENTS SUGGESTED TERMS BELOW THE SEARCH BOX BASED ON THE PARTIAL ENTRY OF A QUERY "Y SELECTING A PRESENTED SEARCH SUGGESTION THAT QUERY WILL BE AUTOMATICALLY INITIATED AND THE CORRESPONDING SEARCH RESULTS PAGE WILL BE RETURNED

&IGURE 3EARCH BOX WITH SEARCH SUGGESTIONS 3EARCH SUGGESTIONS ARE PROVIDED BASED ON PAST USER EXPERIENCE /VER TIME 3HARE0OINT TRACKS SEARCH QUERIES THAT RESULT IN A USER CLICKING A RESULT /NCE A MINIMUM NUMBER OF CLICKS OCCUR FOR A PARTICULAR SEARCH QUERY IT BECOMES AN AVAILABLE SUGGESTION /NLY SEARCH TERMS THAT YIELD RESULTS THAT ACTUALLY GET CLICKED WILL GO INTO THE SEARCH SUGGESTION POOL ! MINIMUM OF SIX CLICKS PER YEAR IS REQUIRED FOR THE TERM TO SHOW UP AS A SEARCH SUGGESTION !S A RESULT SEARCH SUGGESTIONS BECOME MORE ABUNDANT AND RELEVANT OVER TIME !LTHOUGH IT IS POSSIBLE TO ADD AND REMOVE SEARCH SUGGESTIONS MANUALLY THIS CANNOT BE MANAGED BY THE END USER 4HE NEXT CHAPTER DISCUSSES HOW AN ADMINISTRATOR CAN MANUALLY MANIPULATE SEARCH SUGGESTIONS 4HE TOPIC OF MANUALLY ADDING QUERY SUGGESTIONS AND SCOPING THEM TO CREATE A CUSTOM EXPERIENCE BASED ON THE SEARCH PAGE IS COVERED

!LERT -E 4HE !LERT -E OPTION FOUND IN THE RIGHT ZONE BELOW THE SEARCH BOX PROVIDES THE ABILITY TO SET NOTIFICATIONS WHEN THE RESULT PROVIDES FOR A SPECIFIC SEARCH QUERY CHANGE &IGURE 4HIS IS USEFUL FOR USERS WHO NEED TO KNOW IF NEW CONTENT RELEVANT TO A SEARCH QUERY HAS BEEN INDEXED EXISTING RESULTS ARE ALTERED OR RESULTS ARE REMOVED FROM THE SET !LERTS CAN BE CREATED TO MAKE ONE OR MORE USERS AWARE OF THESE CHANGES 4HEY CAN ALSO BE SET TO BE DELIVERED VIA E MAIL OR 3-3 TEXT MESSAGE

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4O SET AN ALERT FOR A RESULT SET FIRST CLICK THE !LERT -E BUTTON ON THE SEARCH RESULTS PAGE 4HIS WILL NAVIGATE THE USER TO THE NEW ALERT PAGE

&IGURE !LERT -E BUTTON LOCATION 4HE NEW ALERT PAGE PROVIDES THE ABILITY TO SET THE PARAMETERS OF THE ALERT &IGURE /N THIS PAGE

THE FOLLOWING OPTIONS CAN BE CONFIGURED v

4ITLE 4HE SUBJECT FIELD OF THE E MAIL OR INTRODUCTORY TEXT OF 3-3 TEXT MESSAGES

v

2ECIPIENTS 7HICH USERS SHOULD BE ALERTED

v

$ELIVERY METHOD )F AN E MAIL AND OR 3-3 TEXT MESSAGE SHOULD BE SENT TO RECIPIENTS

v

7HEN TO ALERT )F THE ALERT SHOULD TRIGGER ONLY WHEN THE SEARCH WOULD YIELD NEW RESULTS WHEN CONTENT OF AN EXISTING RESULT IS CHANGED OR BOTH

v

!LERT FREQUENCY )F CHECKS FOR CHANGES THAT WILL TRIGGER THE ALERT SHOULD BE PERFORMED ON A DAILY OR WEEKLY BASIS

/THER USERS CAN ALSO BE ADDED TO THIS ALERT WHICH WOULD THEN MAKE A DUPLICATE ALERT FOR THEM /NCE ANOTHER USER HAS BEEN ADDED TO THE ALERT THE CREATOR WILL NO LONGER BE ABLE TO EDIT IT FOR THAT USER

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&IGURE .EW !LERT PAGE

â&#x2013; .OTE #HANGES THAT TRIGGER SEARCH ALERTS ARE BASED ON THE CRAWLED CONTENT !N ALERT CAN THEREFORE NEVER FIRE MORE OFTEN THAN THE CRAWL INTERVALS OF THE CONTENT SOURCES THAT YIELD THE SEARCH RESULTS FOR THE SPECIFIC SEARCH ALERT

/NCE THE DESIRED SETTINGS ARE ENTERED CLICKING /+ WILL CREATE THE ALERT !LERTS WILL CONTINUE TO BE DELIVERED BY 3HARE0OINT AT THE ESTABLISHED DELIVERY METHOD AND FREQUENCY UNTIL THE ALERT IS REMOVED 4O ADD EDIT OR REMOVE PREVIOUSLY SET ALERTS SELECT -ANAGE -Y !LERTS UNDER THE 0AGE TAB ON THE RIBBON &IGURE 4HIS WILL PROVIDE ACCESS TO MANAGE ONLY THE LOGGED IN USER S EXISTING SEARCH ALERTS

&IGURE -ANAGE -Y !LERTS OPTION

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4HE ALERTS MANAGEMENT PAGE DISPLAYS A LIST OF ALL EXISTING ALERTS AND DELIVERY METHODS FOR THE LOGGED IN USER 4O EDIT ANY ALERT SIMPLY CLICK THE ALERT NAME 4O DELETE ONE OR MORE ALERTS SELECT THE CHECK BOXES NEXT TO THE ALERTS THAT NEED TO BE DELETED AND THEN CHOOSE $ELETE 3ELECTED !LERTS 4O CREATE A NEW ALERT

SELECT !DD !LERT !LERTS CREATED THROUGH THE -Y !LERTS PAGE ARE NOT RESTRICTED TO A SET OF SEARCH RESULTS !LERTS FOR ANY LIST DOCUMENT LIBRARY OR DOCUMENT CAN BE CREATED THROUGH THIS OPTION &IGURE

&IGURE -Y !LERTS PAGE "Y SELECTING AN ALERT THE USER IS TAKEN TO A PAGE THAT IS ALMOST IDENTICAL TO THE .EW !LERTS PAGE 4HE ONLY DIFFERING OPTION IS THAT ONLY ALERTS FOR THE CURRENT USER CAN BE EDITED &IGURE !S A RESULT THIS PAGE DOES NOT ALLOW A USER TO ADD RECIPIENTS 4HE OTHER FIELDS OF THE CHOSEN ALERT CAN BE EDITED AND UPDATED

&IGURE %DITING !LERTS PAGE

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233 4HE 2EALLY 3IMPLE 3YNDICATION 233 OPTION PROVIDES THE ABILITY TO SUBSCRIBE TO A FEED BASED ON THE CURRENT SEARCH QUERY 4HIS IS SIMILAR TO SETTING AN ALERT BUT INSTEAD OF RECEIVING AN 3-3 OR E MAIL NOTICE EACH TIME AN ITEM IN THE DOCUMENT CHANGES AN 233 FEED IS ESTABLISHED 5NLIKE ALERTS WHICH USE A PUSH BASED MODEL FOR NOTIFYING THE USER ABOUT CHANGES TO A SEARCH RESULT SET 233 EMPLOYS A PULL BASED MODEL 7HERE ALERTS CAUSE AN E MAIL TO BE PUSHED TO A USER S PHONE OR E MAIL WHEN CONTENT CHANGES 233 ALLOWS USERS TO DECIDE WHEN THEY WANT TO PULL AND REVIEW CHANGES TO A RESULT SET FROM AN 233 FEED READER )N REGARDS TO SEARCH 233 FEEDS CAN PUSH NOTIFICATIONS TO A USER IF CONTENT WITHIN A SEARCH RESULT SET CHANGES !S INFORMATION WITHIN THE SET FEED IS UPDATED IT WILL DOWNLOAD TO THE USER S LOCAL COMPUTER FOR ACCESS THROUGH 233 COMPATIBLE PROGRAMS %XAMPLES OF 233 COMPATIBLE PROGRAMS INCLUDE -ICROSOFT /UTLOOK THE &EED (EADLINES GADGET IN 7INDOWS AND )NTERNET %XPLORER 4HESE 233 COMPATIBLE PROGRAMS ALLOW FOR THE AGGREGATION OF SEVERAL FEEDS AND CAN PROVIDE A CONSOLIDATED VIEW OF TRACKED INFORMATION !S NEEDED A USER CAN ACCESS AN 233 FEED READER AND VIEW ANY CHANGES TO THE CONTENT OF A SEARCH RESULT SET 3ETTING AN 233 FEED IS SIMILAR TO ESTABLISHING AN ALERT 4O SET AN 233 FEED FOR THE CURRENT QUERY SELECT THE 233 BUTTON AFTER EXECUTING A QUERY &IGURE

&IGURE 233 BUTTON LOCATION 4HIS WILL NAVIGATE THE USER TO A PAGE THAT DISPLAYS THE CURRENTLY SET 233 FEEDS AND THE ABILITY TO SUBSCRIBE TO THE NEWLY DESIRED FEED &IGURE

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&IGURE 233 FEED LIST #LICKING THE TITLE OF THE 233 FEED NAVIGATES BACK TO THE SEARCH RESULT SET FOR THAT QUERY 3ELECTING hSUBSCRIBE TO THIS FEEDv ALLOWS THE USER TO ENTER A NAME FOR THE NEW FEED AND SELECT THE LOCATION WHERE THE FEED WILL BE CREATED &IGURE !FTER A FEED IS CREATED IT IS ADDED TO THE COMMON FEED LIST

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&IGURE 3UBSCRIBING TO A NEW 233 FEED 4O VIEW A SUBSCRIBED FEED IN )NTERNET %XPLORER SELECT THE &EEDS TAB IN THE &AVORITES #ENTER &IGURE 4HIS TAB CAN BE ACCESSED BY CLICKING &AVORITES AND THEN &EEDS !LL FEEDS THE CURRENT USER IS SUBSCRIBED TO CAN BE FOUND UNDER THIS TAB 3ELECTING A FEED WILL NAVIGATE THE USER S BROWSER TO THE CHOSEN FEED IN 3HARE0OINT

&IGURE 6IEWING SUBSCRIBED FEEDS IN )NTERNET %XPLORER 4O CHANGE THE PROPERTIES OF A FEED AFTER IT HAS BEEN CREATED SELECT h6IEW FEED PROPERTIESv ON THE RIGHT HAND SIDE OF THE FEED LIST $OING SO WILL OPEN THE WINDOW IN &IGURE 4HE FEED NAME FREQUENCY OF THE USER S COMPUTER CHECKS FOR UPDATES AND MAXIMUM NUMBER OF UPDATES TO BE STORED CAN ALL BE CONFIGURED $EPENDING ON THE FREQUENCY OF CONTENT UPDATES WITHIN THE SEARCH RESULT SET SYSTEM PERFORMANCE AND AVAILABLE STORAGE SPACE THE UPDATE SCHEDULES AND ARCHIVE OPTIONS MAY NEED TO BE CONSIDERED )F CONTENT FREQUENTLY CHANGES WITHIN A FEED FREQUENT CHECKS FOR UPDATES WILL CAUSE

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ADDITIONAL LOAD ON THE USER S LOCAL MACHINE CONNECTION BANDWIDTH AND HOST SERVERS 3ETTING A LARGE NUMBER OF ITEMS TO BE ARCHIVED WILL REQUIRE A LARGER AMOUNT OF STORAGE SPACE

&IGURE 233 &EED 0ROPERTIES DIALOG

3EARCH ,ATER FROM 7INDOWS %XPLORER 4HE 3EARCH !CTION ,INKS 7EB 0ART OPTION PROVIDES THE ABILITY TO SEARCH A LOCATION LATER FROM 7INDOWS %XPLORER IN 7INDOWS 4HIS ALLOWS FOR A USER TO ESTABLISH FEDERATED SEARCH CONNECTIONS BETWEEN THE 3HARE0OINT 3EARCH #ENTERS AND THE USER S LOCAL MACHINE /NCE THIS CONNECTION IS MADE A USER DOES NOT NEED TO OPEN 3HARE0OINT TO SEARCH WITHIN THE SCOPE OF THE CONNECTION 4O ESTABLISH A FEDERATED CONNECTOR FOR THE SCOPE OF THE CURRENT SEARCH QUERY FIRST EXECUTE THE SEARCH QUERY WITHIN THE DESIRED SCOPE /N THE SEARCH RESULTS PAGE SELECT THE SEARCH ACTION ON THE FAR RIGHT AS SHOWN IN &IGURE

3

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&IGURE 7INDOWS %XPLORER CONNECTION BUTTON LOCATION 4HIS ACTION WILL DOWNLOAD THE CONNECTOR AND PROVIDE A PROMPT ASKING IF THE USER WANTS TO ESTABLISH THE CONNECTION 4HE !DD 3EARCH #ONNECTOR PROMPT IS SHOWN IN &IGURE #HOOSING TO ADD THE CONNECTION WILL COMPLETE THE HANDSHAKE AND OPEN 7INDOWS %XPLORER ON THE LOCAL MACHINE

&IGURE !DDING THE CONNECTOR "Y ENTERING A SEARCH QUERY INTO THE 7INDOWS %XPLORER SEARCH BOX QUERIES CAN NOW BE RUN AGAINST THE ESTABLISHED SCOPE 7HEN A QUERY IS EXECUTED 7INDOWS PASSES THE FEDERATED SEARCH TO 3HARE0OINT AND RETURNS RESULTS IN MUCH THE SAME WAY THEY WOULD RETURN IN A 3HARE0OINT SEARCH CENTER 2ESULTS RETURN WITH ACTIONABLE TITLES KEYWORDS HIGHLIGHTED WITHIN THE CONTENT SNIPPETS AND ASSOCIATED METADATA &IGURE SHOWS A SET OF FEDERATED SEARCH RESULTS WITH PREVIEWS ENABLED IN 7INDOWS %XPLORER

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&IGURE &EDERATED SEARCH RESULTS IN 7INDOWS %XPLORER $OUBLE CLICKING A RESULT WILL PERFORM ACTIONS SIMILAR TO CLICKING A RESULT TITLE IN A SEARCH CENTER -ICROSOFT /FFICE DOCUMENTS WILL BE OPENED IN THEIR CORRESPONDING PROGRAMS 0$&S WILL OPEN IN !DOBE 2EADER OR OTHER 0$& VIEWER AND 3HARE0OINT SITES WILL OPEN IN A NEW WEB BROWSER WINDOW "Y DEFAULT THE SEARCH RESULT SET IN 7INDOWS %XPLORER WILL DISPLAY ONLY THE FIRST RESULTS 4O VIEW THE ENTIRE SEARCH RESULTS SET THE SEARCH MUST BE EXECUTED WITHIN 3HARE0OINT ! SHORTCUT TO EXECUTING THE CURRENT QUERY IN 3HARE0OINT CAN BE FOUND AT THE TOP OF THE 7INDOWS %XPLORER 7INDOW 3ELECTING h3EARCH ON WEBSITEv AS SHOWN IN &IGURE WILL OPEN 3HARE0OINT IN THE BROWSER AND PROVIDE THE FULL SEARCH RESULT SET IN THE CORRESPONDING SEARCH CENTER

&IGURE h3EARCH ON WEBSITEv BUTTON

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)F MULTIPLE FEDERATED SEARCH CONNECTIONS HAVE BEEN ESTABLISHED ON THE LOCAL MACHINE THEY CAN BE ACCESSED BY SELECTING THE DESIRED SCOPE ON THE LEFT SIDE OF 7INDOWS %XPLORER UNDER &AVORITES

"EST "ETS "EST BETS ARE RESULT SUGGESTIONS PUSHED TO USERS BASED ON THEIR SEARCH QUERIES 5NLIKE THE SEARCH SUGGESTION FUNCTIONALITY WHICH SUGGESTS A QUERY THE "EST "ETS FEATURE SUGGESTS A RESULT "EST "ETS SUGGESTIONS OCCUR BASED ON SPECIFIC KEYWORDS ENTERED INTO THE QUERY AND ARE PRESENTED AS THE FIRST RESULT S IN A SEARCH RESULT SET 4HIS RESULT IS SLIGHTLY OFFSET AND MARKED WITH A STAR TO STAND OUT FROM THE REST OF THE RESULT SET &OR USERS ACTIONING A "EST "ETS RESULT SUGGESTION FUNCTIONS AS ANY OTHER SEARCH RESULT OF THE SAME CONTENT TYPE 4HE USEFULNESS OF THE "EST "ETS FEATURE FOR USERS IS THAT IF WELL MANAGED IT DRIVES THE MOST RELEVANT RESULT TO THE START OF A RESULT SET &IGURE PROVIDES AN EXAMPLE OF A BEST BET

&IGURE 3EARCH RESULTS PAGE WITH A BEST BET 4HE "EST "ETS FEATURE ALLOWS ADMINISTRATORS TO DETERMINE WHICH RESULTS ARE MOST RELEVANT FOR KEYWORDS 4HE GOAL OF THESE IS TO FEED CONTENT TO THE USER BASED ON THE RESULTS THAT THE ADMINISTRATORS WANT THE USER TO FIND FIRST !DMINISTRATORS CAN MANUALLY ASSOCIATE KEYWORDS WITH A "EST "ETS RESULT 4HESE ARE USUALLY DETERMINED BY ANALYZING THE ANALYTICS FOR A GIVEN ENVIRONMENT 3HARE0OINT CAN ALSO PROVIDE ADMINISTRATORS WITH SUGGESTIONS FOR "EST "ETS IN A PERIODIC REPORT THAT FACTORS IN LIKELY DESIRED SUGGESTIONS BASED ON THE AGGREGATED METRICS OF AN ENVIRONMENT #HAPTER DIVES INTO ADMINISTRATIVE TOPICS INVOLVING THE "EST "ETS FEATURE

â&#x2013; .OTE 3HARE0OINT "EST "ETS DO NOT INCLUDE (4-, &OR GRAPHICAL BEST BETS THAT USE (4-, A THIRD PARTY SOLUTION SUCH AS /NTOLICA 3EARCH OR &!34 FOR 3HARE0OINT IS NECESSARY 0UBLIC FACING 3HARE0OINT SITES OR THOSE HEAVY ON BRANDING AND MARKETING MAY WANT TO CONSIDER THIS OPTION

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&EDERATED 2ESULTS 3EARCH FEDERATION IN 3HARE0OINT ALLOWS SEARCH RESULTS TO BE PULLED FROM OTHER SEARCH ENGINES INTO A 3HARE0OINT SEARCH CENTER )F SET UP USERS CAN USE ONE SEARCH CENTER TO PULL INFORMATION BACK FROM CONTENT OUTSIDE OF 3HARE0OINT &OR EXAMPLE IF A USER IS LOGGED INTO THE .ORTH !MERICAN 3HARE0OINT FARM

BUT WANTS TO ALSO RETURN RESULTS FROM THE %UROPEAN FARM IF FEDERATED SEARCH IS SET UP THE USER CAN ACHIEVE THIS )N THE SAME SEARCH INTERFACE THE USER COULD ALSO RETURN SEARCH RESULTS FROM AN )NTERNET SEARCH ENGINE SUCH AS "ING COM 4HIS CONCEPT WAS FIRST HIGHLIGHTED IN #HAPTER AND IS ESSENTIAL FOR 3HARE0OINT ENVIRONMENTS THAT NEED TO PULL CONTENT FROM SOURCES SUCH AS EXTERNAL SILOS OTHER 3HARE0OINT FARMS BLOGS AND )NTERNET SEARCH ENGINES #HAPTER DISCUSSED HOW 3HARE0OINT CAN ACCEPT A QUERY PASS IT TO ANOTHER EXTERNAL SEARCH ENGINE FOR PROCESSING AND RETURN RESULTS FROM THAT EXTERNAL SEARCH ENGINE INTO ONE AGGREGATED INTERFACE #HAPTER DISCUSSED IN DETAIL HOW TO SET UP THE 3HARE0OINT CRAWLER FOR SEARCH FEDERATION #HAPTER DISCUSSES HOW TO CUSTOMIZE THE USER INTERFACE FOR FEDERATED SEARCH RESULTS AND #HAPTER DISCUSSES HOW TO ESTABLISH CUSTOM CONNECTORS THROUGH THE "#3 TO CRAWL FEDERATED SOURCES NOT SUPPORTED BY 3HARE0OINT OUT OF THE BOX

&EDERATED 3EARCH 7EB 0ART ,OCATIONS $EPENDING ON THE NEEDS OF A 3HARE0OINT ENVIRONMENT AND THE DESIGN CHOICES MADE BY THE 3HARE0OINT ADMINISTRATOR FEDERATED SEARCH RESULTS MAY BE DISPLAYED TO USERS SEVERAL DIFFERENT WAYS &EDERATED SEARCH RESULTS APPEAR ON THE SEARCH RESULTS PAGE THROUGH THE &EDERATED 2ESULTS 7EB 0ART 3INCE THIS 7EB 0ART CAN BE LOCATED IN DIFFERENT ZONES ON A SEARCH RESULTS PAGE AND THE CONTENT BEING FEDERATED IS DIFFERENT FOR EVERY 3HARE0OINT DEPLOYMENT THE USER INTERACTION WITH FEDERATED RESULTS IS DIFFERENT FOR EVERY ENVIRONMENT &EDERATED RESULTS ARE MOST COMMONLY FOUND IN ONE OF TWO SECTIONS OF THE RESULTS PAGE 4HEY MAY BE FOUND IN THE RIGHT ZONE OF THE PAGE AS SHOWN IN &IGURE 4HIS ALLOWS FOR A CLEAR DIFFERENTIATION BETWEEN FEDERATED RESULTS AND THE RESULTS BEING RETURNED FROM LOCALLY INDEXED CONTENT SOURCES "LOGS

WIKIS AND )NTERNET SEARCH RESULTS ARE GENERALLY CONFIGURED TO APPEAR IN THIS ZONE

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&IGURE &EDERATED RESULTS IN RIGHT ZONE &EDERATED RESULTS MAY ALSO APPEAR ABOVE OR BELOW THE LOCALLY INDEXED SEARCH RESULTS 'ENERALLY

CONTENT SUCH AS ITEMS FROM EXTERNAL DATABASES AND OTHER 3HARE0OINT FARMS IS DISPLAYED IN THIS LOCATION &IGURE #ONTENT FROM THESE SOURCES IS MORE CLOSELY RELATED TO THE CONTENT IN THE LOCAL SEARCH RESULTS SO INCLUDING IT AS A MORE FLUID PORTION OF THE SEARCH RESULT SET MAY BE PREFERABLE

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&IGURE &EDERATED RESULTS IN BOTTOM ZONE ,ASTLY FEDERATED RESULTS MAY BE SO SIGNIFICANT THAT THEY JUSTIFY THEIR OWN TAB ON THE SEARCH CENTER 4HIS ALLOWS THE ADMINISTRATOR TO CREATE A SEARCH RESULTS PAGE SPECIFICALLY FOR FEDERATED RESULTS AND NOT INCLUDE LOCALLY INDEXED CONTENT !DDITIONAL TABS MAY BE ADDED TO THE SEARCH CENTER ADJACENT TO THE !LL 3ITES AND 0EOPLE TABS AS SHOWN IN &IGURE %XAMPLES OF THIS ARE COMMON IN ENVIRONMENTS SUCH AS INTERNATIONAL DEPLOYMENTS WITH SEVERAL 3HARE0OINT FARMS ! USER CAN SEARCH LOCALLY INDEXED CONTENT BY SEARCHING IN THE !LL 3ITES TAB BUT THEN SELECT THE %UROPE OR !SIA TABS TO DIRECT A SEARCH ONLY TO CONTENT FEDERATED FROM THE %UROPEAN OR !SIAN 3HARE0OINT FARMS &EDERATED SEARCH TABS WITH A DEDICATED SEARCH RESULTS PAGE CAN PROVIDE A SEARCH EXPERIENCE THAT IS THE SAME AS THAT FOR LOCALLY INDEXED CONTENT

&IGURE &EDERATED SEARCH TABS

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7HEN ADDING FEDERATED RESULTS ABOVE OR BELOW THE LOCALLY INDEXED RESULTS AND WHEN CREATING A SEPARATE TAB DEDICATED TO THE FEDERATED SEARCH RESULTS IT IS ADVISABLE TO USE THE 3EARCH #ORE 2ESULTS 7EB 0ART AND NOT THE &EDERATED 2ESULTS 7EB 0ART 4HE &EDERATED 2ESULTS 7EB 0ART IS FORMATTED TO PRESENT RESULTS IN THE RIGHT ZONE #ONSEQUENTLY USING THE &EDERATED 2ESULTS 7EB 0ART IN THE BOTTOM ZONE WILL PRESENT RESULTS IN A TALL THIN FORMAT WHICH DOESN T PRESENT WELL )NSTEAD SETTING THE hLOCATIONv FROM WHICH THE 3EARCH #ORE 2ESULTS 7EB 0ART RETURNS RESULTS TO THE DESIRED FEDERATED LOCATION WILL PRESENT RESULTS IN A FORMAT MORE ALIGNED WITH NORMAL RESULT SETS 4HIS TOPIC IS DISCUSSED FURTHER IN THE NEXT CHAPTER

&EDERATED 2ESULT 0RESENTATION )F INDEXED BY THE FEDERATED SEARCH ENGINE 3HARE0OINT CAN DISPLAY INFORMATION ABOUT THE CONTENT AND PROPERTIES OF AN ITEM IN THE FEDERATED RESULTS "Y DEFAULT WHEN RETURNING RESULTS FROM AN )NTERNET SEARCH ENGINE SUCH AS "ING COM THE FIRST THREE RESULTS THAT WOULD RETURN IF THE USER EXECUTED HIS OR HER QUERY THROUGH "ING COM ARE PRESENTED 4HE TITLE OF THE RESULTS A FEW LINES OF CONTENT AND THE RESULT S 52, ARE ALL DISPLAYED #LICKING THE ACTIONABLE TITLE OF THE RESULT WILL NAVIGATE THE USER DIRECTLY TO THE RESULT S WEB SITE #HOOSING TO VIEW MORE RESULTS WILL NAVIGATE THE USER TO "ING COM AND PRESENT THE FULL RESULT SET FOR THE QUERY ENTERED IN THE 3HARE0OINT SEARCH CENTER &ROM HERE USERS CAN USE THE )NTERNET SEARCH ENGINE IN THE SAME WAY POSSIBLE IF THEY HAD NAVIGATED TO IT DIRECTLY )N ADDITION TO DISPLAYING A LIST OF MULTIPLE RESULTS FROM A FEDERATED ENVIRONMENT 3HARE0OINT CAN ALSO DISPLAY THE TOP FEDERATED RESULTS AS SHOWN IN &IGURE )F THE 4OP &EDERATED 2ESULTS 7EB 0ART IS ENABLED THE TOP ONE OR MORE RESULTS FROM A FEDERATED LOCATION ARE DISPLAYED IN A FORMAT SIMILAR TO A BEST BET $EPENDING ON THE SETTING THE FIRST RESULT OR THE FIRST SEVERAL RESULTS FROM A FEDERATED LOCATION CAN BE SUGGESTED 4HE SUGGESTIONS ARE FORMATTED TO BLEND WELL ABOVE OR BELOW A CORE RESULT SET AND THE TITLE PROVIDES A LINK DIRECTLY TO THE RESULT 4HIS SUGGESTION OPTION CAN BE DEPLOYED BY ITSELF OR IN COMBINATION WITH THE "EST "ETS FEATURE

&IGURE 4OP FEDERATED RESULT FROM "ING COM

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!S MENTIONED PREVIOUSLY DUE TO THE LARGE AMOUNT OF CONFIGURABILITY SURROUNDING SEARCH FEDERATION IN 3HARE0OINT EVERY ENVIRONMENT WILL PRESENT FEDERATED SEARCH DIFFERENTLY 4HE TYPE OF CONTENT PRESENTED IN FEDERATED RESULTS AND THE WAY THE RESULTS ARE PRESENTED ON THE PAGE REQUIRE SIGNIFICANT CONSIDERATION FROM THE ADMINISTRATOR BASED ON THE NEEDS OF USERS $ETAILS REGARDING HOW TO CONFIGURE FEDERATED SEARCH FOR DIFFERENT NEEDS ARE DISCUSSED IN THE FOLLOWING CHAPTER

3EARCH 2EFINERS 4HE SEARCH REFINERS FOUND ON THE LEFT ZONE OF THE SEARCH RESULTS PAGE PROVIDE THE ABILITY TO DRILL INTO SEARCH RESULTS 4HESE REFINERS WHICH ARE SHOWN IN &IGURE ARE THE MAJOR SEARCH NAVIGATION ENHANCEMENT MADE AVAILABLE IN 3HARE0OINT !LTHOUGH COMMON TO MANY SEARCH ENGINES THIS FEATURE WAS NOT AVAILABLE IN PREVIOUS VERSIONS OF 3HARE0OINT 2EFINERS ALSO CALLED FACETS ALLOW USERS TO SELECT STRUCTURED PROPERTIES ABOUT THE RESULT THEY ARE SEARCHING FOR AND CUT OUT RESULTS THAT DO NOT CONTAIN THAT PROPERTY 4HIS FEATURE ALLOWS FOR IRRELEVANT SEARCH RESULTS TO BE QUICKLY CUT FOR A RESULT SET )F PROPERLY DEVELOPED USERS CAN FILTER FROM A MASSIVE RESULT SET LITTERED WITH IRRELEVANT RESULTS DOWN TO A SMALLER AND MORE MANAGEABLE SET OF RELEVANT RESULTS

&IGURE 3EARCH REFINERS

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4HE IMPORTANCE OF SEARCH REFINERS CAN BE FOUND THROUGHOUT COUNTLESS PUBLIC FACING SITES 4AKE AN ELECTRONIC RETAILER S WEB SITE FOR EXAMPLE 7HEN USERS NAVIGATE TO AN ELECTRONICS RETAIL SITE AND SEARCH FOR A TELEVISION ANY SITE OFFERING A REASONABLE NUMBER OF 46S WILL MOST LIKELY PROVIDE AN INITIALLY OVERWHELMING NUMBER OF OPTIONS FOR GENERAL SEARCH QUERIES ON 46S 7ITHOUT THE ABILITY TO FILTER THROUGH THE LARGE NUMBER OF 46S AND NARROW DOWN TO THOSE RELEVANT TO A SITE VISITOR POTENTIAL BUYERS MAY BECOME FRUSTRATED AND LEAVE THE SITE IN FAVOR OF COMPETITORS -OST USERS OR SITE VISITORS WILL NEVER NAVIGATE MORE THAN A FEW PAGES INTO A SEARCH RESULT SET &ORTUNATELY MOST SUCCESSFUL ELECTRONICS RETAILERS PROVIDE REFINEMENT OPTIONS 3ITES ALLOW USERS TO SELECT A 46 BRAND SIZE PRICE RANGE OR FEATURE SET 4HIS ALLOWS BUYERS TO QUICKLY FILTER OUT 46S THAT ARE NOT APPLICABLE TO THEIR NEEDS AND MORE IMPORTANTLY

RETURN A SMALLER LIST OF RESULTS FOR 46S THAT DO MEET THEIR NEEDS 4HIS SAME NEED TO FILTER RESULTS APPLIES WHETHER A SITE IS CATERING TO POTENTIAL BUYERS OR INTERNAL EMPLOYEES 3HARE0OINT S REFINERS ANALYZE THE RESULT SET FOR PARTICULAR SETS OF METADATA /N A STANDARD SEARCH RESULTS PAGE THESE METADATA SETS INCLUDE 2ESULT 4YPE 3ITE !UTHOR AND -ODIFIED $ATE 3HARE0OINT WILL LOOK AHEAD AT THE FIRST ITEMS IN THE RESULT SET BY DEFAULT NOT JUST THE CURRENT PAGE AND PROVIDE ALL THE OPTIONS WITHIN THESE CATEGORIES &OR EXAMPLE IF A RESULT SET CONTAINS 7ORD AND 0OWER0OINT FILES BUT NOT %XCEL SPREADSHEETS THEN AN OPTION FOR REFINING ON THE %XCEL FILE TYPE WOULD NOT BE MADE AVAILABLE "Y DEFAULT ONLY THE FOUR MOST FREQUENT OPTIONS FOR EACH CATEGORY ARE DISPLAYED )F MORE THAN FOUR OPTIONS ARE AVAILABLE IN A REFINEMENT CATEGORY THE hSHOW MOREv BUTTON AT THE BOTTOM OF EACH GROUP CAN BE SELECTED !N EXAMPLE OF THIS OPTION IS SHOWN FOR THE !UTHOR CATEGORY IN &IGURE #LICKING hSHOW MOREv WILL EXPAND THE AVAILABLE REFINERS IN EACH CATEGORY AND PROVIDE THE FULL LIST FOR THE RESULT SET 4HIS OPTION IS PROVIDED SO THAT THE RESULTS PAGE CAN BE KEPT TO A LENGTH IN WHICH MINIMAL SCROLLING IS NEEDED "Y CLICKING hSHOW MOREv A POTENTIALLY LARGE NUMBER OF OPTIONS MAY BECOME AVAILABLE DEPENDING ON THE RESULT SET )F ALL OPTIONS ARE PRESENTED BY DEFAULT THE RESULTS PAGE WOULD BECOME VERY CLUTTERED AND LENGTHY IN ENVIRONMENTS WITH LARGE AMOUNTS OF DIFFERING METADATA IN EACH REFINEMENT CATEGORY

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&IGURE 4HE SEARCH REFINEMENT PANEL WITH ALL RESULTS DISPLAYED

3ELECTING 2EFINEMENT 6ALUES 7HEN A USER SELECTS A REFINER VALUE THE SEARCH RESULT SET IS UPDATED TO SHOW ONLY ITEMS THAT CONTAIN THE SELECTED VALUE &OR EXAMPLE IF A USER SELECTS 0OWER0OINT FROM THE SET OF AVAILABLE RESULT TYPES ALL ITEMS THAT ARE NOT 0OWER0OINT DOCUMENTS WILL BE REMOVED FROM THE SEARCH RESULT SET 4HE CURRENTLY SELECTED REFINEMENT VALUE IS INDICATED BY A THREE SIDED BOX AROUND THE VALUE )F ADDITIONAL RESULT SET REFINEMENT IS NEEDED FURTHER REFINEMENT VALUES CAN BE SELECTED IN ADDITIONAL CATEGORIES TO CONTINUE ELIMINATION OF UNWANTED RESULTS UNTIL ONE VALUE HAS BEEN SELECTED FOR EACH CATEGORY )T IS ALSO IMPORTANT TO NOTE THAT MULTIPLE VALUES CANNOT BE SELECTED FOR EACH CATEGORY &OR EXAMPLE IF A USER WANTS TO RETURN BOTH 0$& AND 7ORD DOCUMENTS IN THE SEARCH RESULT SET BUT ELIMINATE ALL OTHER FILE TYPES THIS IS NOT POSSIBLE USING THE REFINEMENT PANEL &IGURE SHOWS THE SEARCH REFINEMENT PANEL WITH SEVERAL VALUES SELECTED

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&IGURE 3EARCH REFINEMENT PANEL WITH SELECTED VALUES 5SERS CAN ALSO CHANGE THE SELECTED REFINEMENTS AS NEEDED TO ADJUST THE SEARCH RESULT SET &OR EXAMPLE IF A USER HAS SET THE REFINEMENTS SHOWN IN THE PREVIOUS FIGURE HE OR SHE HAS INSTRUCTED THE SEARCH RESULTS PAGE TO DISPLAY ONLY 7ORD DOCUMENTS AUTHORED BY -ICROSOFT WHICH WERE MODIFIED IN THE LAST SIX MONTHS )F THE USER RECOGNIZES THAT THE DOCUMENT MAY IN FACT BE A 0$& DOCUMENT HE OR SHE CAN SIMPLY SELECT !NY 2ESULT 4YPE WHICH REMOVES THE SELECTED VALUE AND THEN SELECT 0$& AS THE NEW VALUE 4HIS SAME PROCESS CAN BE DONE FOR ANY OF THE REFINEMENT CATEGORIES TO CLEAR THE SELECTED RESTRICTIONS

2EFINING BY 3ITE 4HE 3ITE REFINEMENT OPTION WHICH IS SHOWN IN &IGURE FUNCTIONS IN A SLIGHTLY DIFFERENT FASHION THAN THE OTHER REFINEMENT CATEGORIES 4HIS CATEGORY ALLOWS USERS TO DRILL INTO THE 3HARE0OINT SITE HIERARCHY AND RESTRICT THE LOCATION OF AN ITEM &OR EXAMPLE IF A USER IS SEARCHING !LL 3ITES

BY DEFAULT THE USER WILL FIRST BE GIVEN THE OPTION TO SELECT A SITE COLLECTION /NCE A SITE COLLECTION IS SELECTED A LIST OF THE TOP SITES WHERE RESULT ITEMS ARE LOCATED IS PROVIDED 4HE USERS CAN SELECT THE APPROPRIATE SITE WHERE THE DESIRED ITEM IS LOCATED WHICH THEN MAY PRESENT AN OPTION FOR A COLLECTION OF SUBSITES DEPENDING ON THE FARM S TAXONOMY 4HIS PROCESS CAN CONTINUE THROUGH SUBSITES AND INTO LISTS AND DOCUMENT LIBRARIES UNTIL THE USER HAS DRILLED INTO THE BOTTOM LEVEL OF THE 3HARE0OINT HIERARCHY ,IKE ALL REFINEMENT PANEL VALUES THE AVAILABLE OPTIONS WILL DEPEND ON THE SETUP AND CONTENT OF YOUR 3HARE0OINT DEPLOYMENT

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)T IS IMPORTANT TO NOTE THAT WHILE USERS CAN DRILL INTO THE 3HARE0OINT HIERARCHY THEY CANNOT BACK OUT

BY JUST ONE LEVEL 4O BROADEN THE SITE REFINEMENT CATEGORY USERS MUST SELECT ANY SITE AND RESET THE ENTIRE COLLECTION OF SELECTED VALUES 4HE WEB BROWSER S BACK BUTTON DOES ALLOW FOR A SELECTION TO BE REVERSED

BUT UTILIZING THIS OPTION IS NOT GENERALLY RECOMMENDED IN PRACTICE AS THE BACK BUTTON HAS NEGATIVE CONSEQUENCES IN OTHER ASPECTS OF WEB BROWSING

&IGURE 3ITE REFINEMENT CATEGORY $EPENDING ON THE METADATA WITHIN AN ENVIRONMENT THE AVAILABLE REFINEMENT OPTIONS CAN BE EXPANDED !DDITIONAL CATEGORIES CAN BE DISPLAYED THE NUMBER OF CHARACTERS DISPLAYED PER FILTER VALUE CAN BE ADJUSTED AND THE AVAILABLE ACTIONS CAN BE RESTRICTED 4HE NEXT CHAPTER DISCUSSES THIS IN MORE DETAIL

2EFINER ,IMITATIONS 4HERE ARE LIMITATIONS TO THE BASE 3HARE0OINT SEARCH REFINERS 4HE PRIMARILY NOTICEABLE RESTRICTION IS THAT REFINEMENTS ARE PRESENTED BASED ON THE FIRST ITEMS IN A RESULT SET BY DEFAULT 4HEY ARE NOT BASED ON AN ANALYSIS OF THE ENTIRE RESULT SET UNLESS THE RESULT SET IS SMALLER THAN THE 7EB 0ART S ACCURACY INDEX 4HE NUMBER OF TOP SEARCH RESULTS THAT ARE ANALYZED BY THE 7EB 0ART CAN BE INCREASED BUT THE HARD LIMIT IS ITEMS !S A RESULT 3HARE0OINT REFINERS ARE CONSIDERED hSHALLOW v )N ADDITION 3HARE0OINT //4" CAN PRESENT REFINERS BASED ONLY ON MANAGED PROPERTIES -ANAGED PROPERTIES MUST BE MAPPED

CRAWLED AND EXPOSED IN LIST AND LIBRARY METADATA &OR SOME ENVIRONMENTS ESPECIALLY THOSE WITH FEDERATED CONTENT SOURCES THIS MAY BE RESTRICTIVE &OR CASES REQUIRING FURTHER ENTITY EXTRACTION OR REFINEMENTS THAT ANALYZE A LARGER SET OF RESULTS A SEARCH EXTENSION SUCH AS /NTOLICA 3EARCH OR &!34 FOR 3HARE0OINT MAY BE NECESSARY

3EARCH 1UERY 3YNTAX 3HARE0OINT IS CAPABLE OF EXECUTING "OOLEAN OPERATORS SUFFIX WILDCARDS AND PROPERTY QUERIES IN ADDITION TO THE STANDARD FREE TEXT QUERIES &OR MANY END USERS SIMPLY BEING ABLE TO EXECUTE SUFFIX WILDCARD SEARCHES ALLOWS FOR A MUCH EASIER TRANSITION TO 3HARE0OINT FROM LEGACY PLATFORMS WITH THIS FUNCTIONALITY 4HESE CAPABILITIES ARE STANDARD IN MOST GLOBAL AND WEB SITE SEARCH ENGINES BUT HAVE BEEN LACKING IN 3HARE0OINT UNTIL THE SUITE OF SEARCH SOLUTIONS 4HE INCLUSION OF MORE ADVANCED QUERY SYNTAX HAS SIGNIFICANT IMPACT ON A USER S ABILITY TO EXPAND AND NARROW A SEARCH RESULT SET BEFORE USING REFINERS OR THE !DVANCED 3EARCH PAGE

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5SERS FAMILIAR WITH STANDARD SEARCH QUERY SYNTAX SHOULD BE ABLE TO EASILY ADOPT THE ADVANCED SYNTAX AVAILABLE IN 30 &OR THOSE USERS WHO DO NOT NEED TO CONSTRUCT COMPLEX QUERIES REGULARLY AND CONSEQUENTLY DO NOT WISH TO LEARN THE ADVANCED QUERY SYNTAX MOST OF THESE OPTIONS CAN BE FOUND ON THE !DVANCED 3EARCH PAGE )T IS IMPORTANT TO MENTION THAT NOT ALL QUERY SYNTAX CAN BE USED FOR FREE TEXT EXPRESSIONS KEYWORD QUERIES AND PROPERTY RESTRICTIONS !S EACH OPERATOR IS PRESENTED THE EXPRESSIONS THAT CAN BE USED WILL BE NOTED

3EARCH 1UERY /PERATORS 4HE WILDCARD OPERATOR CAN BE USED AT THE END OF A KEYWORD QUERY OR PROPERTY QUERY TO ENABLE PREFIX MATCHING 4HIS ALLOWS A USER TO BROADEN A SEARCH BY ENTERING THE INITIAL PORTION OF A SEARCH QUERY AND INDICATING THAT 3HARE0OINT S SEARCH ENGINE SHOULD FILL IN THE REMAINDER OF THE QUERY )N 3HARE0OINT

THE WILDCARD OPERATOR IS INDICATED BY THE ASTERISK CHARACTER h v ! USER CAN ENTER THE INITIAL PORTION OF A SEARCH TERM FOLLOWED BY THE WILDCARD OPERATOR AS FOLLOWS

bWPa

4HE RESULTING SEARCH RESULTS MAY INCLUDE THE TERMS 3HARE0OINT SHARING 3HARON SHARP SHARK AND SO ON 4HE WILDCARD OPERATOR CAN BE USED ONLY AT THE END OF EACH TERM IN A QUERY !S A RESULT THE QUERY h POINTv WILL SEARCH FOR hPOINTv BUT NOT RETURN h3HARE0OINTv 4HE SEARCH QUERY h3HARE !.$ %XP v WOULD ALLOW THE WILDCARD OPERATOR TO WORK AS EXPECTED SINCE IT IS INSERTED AT THE END OF EACH TERM 3HARE0OINT SUPPORTS THE !.$ /2 ./4 AND .%!2 OPERATORS WHICH ALLOW FOR BROADENING OR NARROWING OF A SEARCH QUERY 4O FUNCTION AS OPERATORS THESE TERMS MUST BE ENTERED IN ALL CAPS AS SHOWN 4HE FIRST THREE "OOLEAN OPERATORS CAN BE USED WITH FREE TEXT EXPRESSIONS KEYWORD QUERIES AND PROPERTY RESTRICTIONS 4HE .%!2 OPERATOR CAN BE USED ONLY WITH FREE TEXT EXPRESSIONS 4HE !.$ OPERATOR SPECIFIES THAT ALL OF THE SEARCH TERMS ADJACENT TO THE TERM h!.$v MUST BE INCLUDED IN THE SEARCH RESULT 5NLESS ANOTHER OPERATOR IS SPECIFIED THE !.$ OPERATOR IS ENTERED BETWEEN ALL SEARCH TERMS BY DEFAULT WHEN A QUERY IS ENTERED )N THIS EXAMPLE BOTH THE TERMS h3HARE0OINTv AND h%XPERTv MUST BE INCLUDED IN THE SEARCH RESULT ALTHOUGH THE TWO TERMS DO NOT NEED TO BE ADJACENT TO EACH OTHER

BWPaT?^X]c 0=3 4g_Tac

4HE /2 OPERATOR SPECIFIES THAT A SEARCH RESULT MUST INCLUDE ONE OF THE TERMS ADJACENT TO THE TERM h/2v BUT BOTH DO NOT NEED TO BE INCLUDED )N THIS EXAMPLE EITHER OF THE TERMS h3HARE0OINTv AND h%XPERTv NEEDS TO BE INCLUDED IN THE SEARCH RESULT BUT BOTH DO NOT NEED TO BE INCLUDED

BWPaT?^X]c >A 4g_Tac

4HE ./4 OPERATOR SPECIFIES TERMS THAT CANNOT BE INCLUDED IN A SEARCH RESULT )TEMS THAT CONTAIN THE KEYWORD THAT FOLLOWS THE ./4 OPERATOR WILL BE EXCLUDED FROM THE RESULT )N THIS EXAMPLE RESULTS WILL INCLUDE THE TERM h3HARE0OINTv BUT MUST NOT INCLUDE THE TERM h%XPERTv

BWPaT?^X]c =>C 4g_Tac

4HE .%!2 OPERATOR ALSO REFERRED TO AS THE PROXIMITY OPERATOR SPECIFIES THAT SEARCH TERMS MUST BE IN A SPECIFIC ORDER AND WITHIN A CLOSE DISTANCE TO EACH OTHER 5NLIKE THE !.$ /2 AND ./4 OPERATORS

THE .%!2 OPERATOR CAN BE USED ONLY WITH TEXT EXPRESSIONS AND CANNOT BE USED IN PROPERTY RESTRICTIONS 7HEN PLACED BETWEEN TWO SEARCH TERMS ONLY RESULTS CONTAINING THE TERMS IN THE ENTERED ORDER AND IN CLOSE PROXIMITY TO EACH OTHER WILL BE RETURNED )F A USER FINDS THAT SEARCH RESULTS BEING RETURNED WITH THE DEFAULT !.$ OPERATOR ARE IRRELEVANT BECAUSE TERM APPEARS ON PAGE OF A DOCUMENT AND TERM

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

APPEARS ON PAGE OF A DOCUMENT THE .%!2 OPERATOR MAY PROVIDE THE DESIRED RESULT SET )N THIS EXAMPLE ONLY RESULTS THAT INCLUDE THE TERM h3HARE0OINTv FOLLOWED BY UP TO EIGHT OTHER TERMS AND THEN THE TERM h%XPERTv WILL BE RETURNED

BWPaT?^X]c =40A 4g_Tac

)N ADDITION TO THESE "OOLEAN OPERATORS THERE ARE SEVERAL OTHER OPERATORS THAT ARE IMPORTANT TO KNOW 4HE FIRST IS THE SYNONYM OPERATOR THAT IS INITIATED BY THE PHRASE 7/2$3 4HE 7/2$3 OPERATOR ALLOWS A USER TO INDICATE THAT CERTAIN TERMS IN A KEYWORD QUERY ARE SYNONYMS OF EACH OTHER 4HIS IS SIMILAR IN FUNCTION TO THE /2 OPERATOR IN THAT RESULTS NEED TO CONTAIN ONE OR MORE OF THE KEYWORDS BUT THESE TWO OPERATORS DIFFER IN THE RANKINGS OF THE RETURNED RESULTS !LSO IMPORTANT TO NOTE IS THAT UNLIKE THE /2 OPERATOR THE 7/2$3 OPERATOR IS LIMITED TO FREE TEXT EXPRESSIONS AND CANNOT BE USED ON PROPERTY RESTRICTIONS )N THE FOLLOWING EXAMPLES THE KEYWORD QUERY MATCHES RESULTS THAT CONTAIN EITHER THE TERM h#HILDRENv OR THE TERM h+IDSv

F>A3B 2WX[SaT] :XSb

2WX[SaT] >A :XSb

4HE RESULTS THAT ARE RETURNED BY USING THESE TWO QUERIES MAY COME BACK IN A DIFFERENT ORDER 4HIS IS BECAUSE STANDARD 3HARE0OINT RANKING IS BEING USED 7HEN USING THE 7/2$3 OPERATOR 3HARE0OINT CONSIDERS THE TWO TERMS TO BE THE SAME FOR RANKING PURPOSES 7HEN USING THE /2 OPERATOR 3HARE0OINT CONSIDERS THE TWO TERMS TO BE DIFFERENT FOR RANKING &OR EXAMPLE IF A DOCUMENT CONTAINS THE TERM h#HILDRENv FIVE TIMES AND THE TERM h+IDSv FIVE TIMES THE 7/2$3 OPERATOR CAUSES THAT TO BE CONSIDERED AS TEN OCCURRENCES OF THE SAME TERM )F THE /2 OPERATOR IS USED 3HARE0OINT CONSIDERS THE DOCUMENT TO HAVE FIVE OCCURRENCES OF THE TERM h#HILDRENv AND FIVE OCCURRENCES OF THE TERM h+IDSv !S A RESULT

3HARE0OINT WOULD PLACE THE DOCUMENT WITH THE ASSUMED TEN OCCURRENCES OF ONE TERM EARLIER IN THE RESULT SET THAN FIVE OCCURRENCES OF EACH TERM )DENTICAL TO THE !.$ ./4 OPERATORS 3HARE0OINT CAN ACCEPT THE INCLUSION AND EXCLUSION OPERATORS 4HESE ARE ESTABLISHED BY INSERTION OF A OR n IN THE QUERY AND CAN BE USED ON FREE TEXT SEARCH OR PROPERTY RESTRICTIONS 3INCE IT IS IDENTICAL TO THE !.$ OPERATOR THE INCLUSION OPERATOR IS THE DEFAULT BEHAVIOR OF SEARCH UNLESS ANOTHER OPERATOR IS SPECIFIED )N THE FOLLOWING EXAMPLE CONTENT CONTAINING THE TERMS 3HARE0OINT AND %XPERT IS INCLUDED IN THE SEARCH RESULTS BUT CONTENT THAT CONTAINS THE TERM -/33 IS NOT

BWPaT?^X]c 4g_Tac ~ <>BB

1UOTATION MARKS hv CAN BE ENTERED AROUND A PHRASE TO SPECIFY THAT SEARCH RESULTS MUST CONTAIN THE EXACT SET OF WORDS IN THE PROVIDED ORDER 4HIS ALLOWS FOR PHRASES TO BE GROUPED TOGETHER AND CONSIDERED AS ONE SEARCH TERM 4HIS IS NECESSARY WHEN THE TERMS NEED TO BE IN A SPECIFIC ORDER WITHOUT ADDITIONAL TERMS BETWEEN THEM )F QUOTATION MARKS ARE NOT USED THE !.$ OPERATOR WILL BE INSERTED BETWEEN TERMS

BY DEFAULT 4HIS MAY CAUSE RESULTS TO BE RETURNED WHERE KEYWORDS HAVE MANY OTHER TERMS SEPARATING THEM 5NLIKE THE .%!2 OPERATOR WHICH WILL RETURN ALL THE RESULTS PRODUCED BY USING QUOTATION MARKS

THE EXACT PHRASE OPERATOR RETURNS ONLY RESULTS WHERE THE TERMS ARE TOUCHING 4HE .%!2 OPERATOR WILL RETURN RESULTS WHERE THE TERMS ARE EITHER TOUCHING OR IN CLOSE PROXIMITY TO EACH OTHER )N THE FOLLOWING EXAMPLE ONLY RESULTS CONTAINING THE PHRASE h3HARE0OINT %XPERTv WILL BE RETURNED

BWPaT?^X]c ! 4g_Tac

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

0ARENTHESES h v CAN BE ENTERED TO COMBINE PARTS OF KEYWORD QUERIES *UST LIKE A MATH EQUATION

ENTERING KEYWORDS BETWEEN PARENTHESES WILL ALLOW TERMS OR PHRASES TO BE GROUPED TOGETHER )N THE FOLLOWING EXAMPLE ALL RESULTS WILL INCLUDE THE TERM 3HARE0OINT BUT THEY MUST ALSO INCLUDE EITHER THE TERM h%XPERTv OR h'ENIUSv

4g_Tac >A 6T]Xdb 0=3 BWPaT?^X]c

0ROPERTY 2ESTRICTIONS )N ADDITION TO "OOLEAN OPERATORS WILDCARDS AND OTHER SYNTAX OPERATORS 3HARE0OINT USERS CAN EXECUTE QUERIES BASED ON PROPERTY RESTRICTIONS TO NARROW THE SCOPE OF A SEARCH 0ROPERTY RESTRICTIONS ALLOW USERS TO LIMIT RESULTS TO THOSE THAT CONTAIN PROPERTIES OR METADATA THAT THEY SPECIFY IN THE QUERY )N MANY CASES THESE PROPERTIES MAY ALSO BE ABLE TO BE RESTRICTED BY BUILDING THE PARAMETERS IN THE !DVANCED 3EARCH PAGE )F THE OPTION TO ENTER A PROPERTY RESTRICTION HAS NOT BEEN MADE AVAILABLE ON THE !DVANCED 3EARCH PAGE HOWEVER MANUALLY BUILDING A RESTRICTION INTO THE QUERY MAY BE A USER S ONLY OPTION FOR RETURNING A SPECIALLY REFINED RESULT SET 0ROPERTY RESTRICTIONS CAN BE EXECUTED FOR ANY MANAGED PROPERTY VALUE #HAPTER DISCUSSED HOW TO MAP A CRAWLED PROPERTY TO A MANAGED PROPERTY ! BASIC PROPERTY RESTRICTION IS COMPOSED OF THE FOLLOWING COMPONENTS

+?a^_Tach =P\T- +?a^_Tach >_TaPc^a- +?a^_Tach EP[dT-

4HE PROPERTY NAME IS THE PARTICULAR PROPERTY BEING ADDRESSED SUCH AS AUTHOR FILE TYPE OR UPLOAD DATE 4HE PROPERTY OPERATOR IS THE SYMBOL FOR THE FUNCTION A USER WISHES TO EXECUTE 0ROPERTY OPERATORS ARE GENERALLY MATHEMATICAL OPERATORS AND INCLUDE FUNCTIONALITY SUCH AS STATING A PROPERTY MUST BE GREATER THAN LESS THAN OR EQUAL TO A VALUE ! FULL LIST OF THESE IS PROVIDED LATER IN THIS SECTION &INALLY THE PROPERTY VALUE IS THE NUMERICAL OR WRITTEN LANGUAGE CHARACTER THAT MUST BE ASSOCIATED WITH THE PROPERTY &OR EXAMPLE IF THE RESTRICTION IS A DATE THE PROPERTY VALUE MAY BE 3EPTEMBER OR IT COULD BE S^Rg IN A FILE TYPE RESTRICTION 4HESE ARE A FEW EXAMPLES OF COMPILED KEYWORD PROPERTY RESTRICTIONS

PdcW^a) 9^bW =^Q[T

4HIS RETURNS ONLY ITEMS AUTHORED BY *OSH .OBLE

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4HIS RETURNS ONLY -ICROSOFT 7ORD DOCUMENTS

faXcT- ! !

4HIS RETURNS ONLY ITEMS UPDATED AFTER 7HEN BUILDING QUERIES WITH PROPERTY RESTRICTIONS IT IS IMPORTANT NOT TO LEAVE ANY WHITE SPACE BETWEEN CHARACTERS !S DISCUSSED IN THE SECTION ON "OOLEAN OPERATORS WHITE SPACE IS ASSUMED BY THE SEARCH ENGINE TO BE THE !.$ OR INCLUSION CHARACTER !S A RESULT THE FOLLOWING QUERIES WOULD BE TREATED AS FREE TEXT QUERIES INSTEAD OF THE INTENDED PROPERTY RESTRICTION

PdcW^a) 9^bW =^Q[T

PdcW^a ) 9^bW =^Q[T

PdcW^a ) 9^bW =^Q[T

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

!LL THREE OF THESE EXAMPLES WOULD YIELD RESULTS FOR THE FREE TEXT QUERY

PdcW^a 9^bW =^Q[T

!S MENTIONED EARLIER PROPERTY RESTRICTIONS CAN BE EXECUTED AGAINST ANY MANAGED PROPERTY !

SECONDARY STIPULATION FOR SEARCHING ON A MANAGED PROPERTY IS THAT THE ADMINISTRATOR MUST HAVE SET THE PROPERTY TO BE EITHER RETRIEVABLE OR FULL TEXT QUERYABLE 4HIS IS NOT A PROPERTY SETTING THAT CAN BE MADE BY THE END USER BUT IT DOES AFFECT THE ACTIONS A USER CAN PERFORM ON A MANAGED PROPERTY -ANAGED PROPERTIES THAT ARE SET TO BE RETRIEVABLE ARE SOLOED IN THE PROPERTY STORE DATABASE -ANAGED PROPERTIES THAT ARE SET TO BE FULL TEXT QUERYABLE ARE STORED IN THE FULL TEXT INDEX ALONG WITH ALL OF THE REST OF THE CONTENT IN A FARM SUCH AS SITES DOCUMENTS AND LISTS !S A RESULT MANAGED PROPERTIES THAT ARE FULL TEXT QUERYABLE CAN ACCEPT THE SAME QUERY SYNTAX AS A NORMAL CONTENT QUERY /NLY TEXT PROPERTIES ALSO CALLED STRING PROPERTIES CAN BE SET TO BE FULL TEXT QUERYABLE !LL OTHER MANAGED PROPERTIES SUCH AS NUMERICAL VALUES INTEGERS DATES TIMES "OOLEAN AND BINARY DATA TYPES

ARE STRICTLY RETRIEVABLE &ULL TEXT QUERYABLE PROPERTIES CAN ACCEPT THE FULL RANGE OR KEYWORD QUERY OPERATORS

PdcW^a)9^bW

PdcW^a)=^Q[T

&OR FULL TEXT QUERYABLE PROPERTIES BOTH OF THESE PROPERTY RESTRICTIONS WILL RETURN ITEMS AUTHORED BY *OSH .OBLE 4HESE PROPERTIES CAN ALSO ACCEPT SUFFIX WILDCARD AND EXACT PHRASE OPERATORS

PdcW^a)9^b

4HIS EXAMPLE WOULD RETURN ITEMS AUTHORED BY *OSH .OBLE AS WELL AS *OSHUA (AMMOND *OSEF 3MITH

OR *OSLINE (EFF IF THE RESULT SET CONTAINS THOSE AUTHORS *UST LIKE KEYWORD QUERIES THE WILDCARD OPERATOR CAN BE USED ONLY AT THE END OF A TERM 7HEN THE EXACT PHRASE OPERATOR IS USED ON A FULL TEXT QUERYABLE PROPERTY THE PROPERTY MUST CONTAIN THE SPECIFIC PHRASE

cXc[T) BWPaT?^X]c 4g_Tac

cXc[T, BWPaT?^X]c 4g_Tac

)N THESE EXAMPLES THE DOCUMENT TITLE MUST CONTAIN THE PHRASE h3HARE0OINT %XPERTv 2ETURNED RESULTS MAY INCLUDE h3HARE0OINT %XPERT GIVES SEARCH ADVICEv h"ECOME A 3HARE0OINT %XPERTv OR h7HAT THE 3HARE0OINT %XPERT KNOWSv 4HE SUFFIX WILDCARD OPERATOR CAN ALSO BE USED IN COMBINATION WITH THE EXACT PHRASE OPERATOR

cXc[T) BWPaT?^X]c 4g

4HIS QUERY WOULD RETURN ITEMS TITLED h4HE "EST 3HARE0OINT %XPERIENCEv h7HO NEEDS 3HARE0OINT %XPERTISE v AND h3HARE0OINT %XPRESS 3EARCHv 0ROPERTY VALUES STORED IN THE PROPERTY DATABASE CAN BE QUERIED ONLY FOR THE ENTIRE VALUE OF A PROPERTY 5NLIKE FREE TEXT QUERYABLE PROPERTIES THOSE THAT ARE JUST SET TO BE RETRIEVABLE MUST MATCH THE PROPERTY RESTRICTION QUERY EXACTLY !GAIN THIS IS NOT AN OPTION MADE AVAILABLE TO THE END USER AND IF THE SETTINGS OF A PROPERTY ARE UNKNOWN TESTING IF SOMETHING IS SET TO RETRIEVABLE FULL TEXT QUERYABLE OR BOTH MAY REQUIRE SOME TRIAL AND ERROR &OR THOSE THAT ARE ONLY RETRIEVABLE AND NOT ALSO FULL TEXT QUERYABLE THE FOLLOWING QUERY WOULD BE ACCEPTED

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

R^\_P]h) 0?aTbb 1^^Zb

4HIS QUERY WOULD RETURN ONLY ITEMS IN WHICH THE COMPANY FIELD IS h!0RESS "OOKSv 5NLIKE FULL TEXT QUERYABLE PROPERTIES IF THE COMPANY IS h!0RESS "OOKS ,ONDONv THE RESULT WOULD NOT BE RETURNED 4HE TERM MUST MATCH THE FIELD EXACTLY 4HIS SAME RULE APPLIES FOR NUMERICAL PROPERTY VALUES SUCH AS INTEGERS

DECIMALS DATES TIMES YES OR NO AND BINARY DATA TYPES

bXiT)$ <1

)N THIS EXAMPLE THE RETURNED RESULTS MUST HAVE EXACTLY -" IN THE SIZE PROPERTY 4HE OTHER PROPERTY OPERATORS CAN ALSO BE USED AGAINST RETRIEVABLE PROPERTIES

bXiT+$ <1

4HIS PROPERTY RESTRICTION RETURNS ONLY RESULTS IN WHICH THE ITEM SIZE IS LESS THAN -"

bXiT-,$ <1

4HIS PROPERTY RESTRICTION RETURNS ONLY RESULTS IN WHICH THE ITEM SIZE IS GREATER THAN OR EQUAL TO -" ! FULL LIST OF THE AVAILABLE OPERATORS CAN BE FOUND IN 4ABLE $EPENDING ON THE MANAGED PROPERTY BEING USED DIFFERENT OPERATORS CAN BE USED 4HE TABLE PROVIDES A FULL OUTLINE OF THE OPERATORS THAT CAN BE USED FOR EACH DATA TYPE !LL OF THE LISTED OPERATORS CAN BE USED FOR )NTEGER $ECIMAL AND $ATETIME VALUES 4EXT OR STRING VALUES CAN ACCEPT THE OR OPERATORS "INARY AND "OOLEAN 9ES.O VALUES CAN BE RESTRICTED ONLY WITH THE OPERATOR 4ABLE 0ROPERTY 2ESTRICTION /PERATORS

Operator

Action

2ESULTS MUST CONTAIN THE SPECIFIED VALUE

2ESULTS MUST BE EQUAL TO THE VALUE

2ESULTS MUST BE GREATER THAN THE VALUE

2ESULTS MUST BE GREATER THAN OR EQUAL TO THE VALUE

2ESULTS MUST BE LESS THAN THE VALUE

2ESULTS MUST BE LESS THAN OR EQUAL TO THE VALUE

2ESULTS DO NOT EQUAL THE VALUE

2ESULTS MUST BE WITHIN THE RANGE OF THE VALUES

!LTHOUGH EVERY ENVIRONMENT WILL MOST LIKELY CONTAIN CUSTOM MANAGED PROPERTIES A LIST OF COMMON MANAGED PROPERTIES CAN BE FOUND IN 4ABLE

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

4ABLE #OMMON -ANAGED 0ROPERTIES

Property Name &ILE%XTENSION &ILE &ILETYPE

Description EXTENSION &ILE TYPE SAME FUNCTION AS PRECEDING

!UTHOR !UTHOR $OC#OMMENTS #

OMMENTS

$OC+EYWORDS +EYWO

RDS

&ILE.AME

)TEM S FILE NAME E G DOCX OR PPT

3IZE

&ILE SIZE IN +"

0ATH

52,

7RITE ,AST

MODIFIED DATE

#REATED"Y $OC

UMENT CREATOR

-ODIFIED"Y ,AST

MODIFIER

$OC3UBJECT $O 4ITLE $OC

CUMENT SUBJECT UMENT TITLE

)T IS ALSO IMPORTANT TO NOTE THAT MULTIPLE PROPERTY RESTRICTIONS CAN BE COMBINED TO CREATE A STRING OF RESTRICTION PARAMETERS IN A KEYWORD QUERY 4HE LENGTH OF A PROPERTY RESTRICTION IS LIMITED TO

CHARACTERS BUT WITHIN THAT LIMIT COMBINATIONS OF RETRIEVABLE AND FREE TEXT QUERYABLE PROPERTY RESTRICTIONS CAN BE CREATED 5SERS CAN STRING TOGETHER RESTRICTIONS FOR SEVERAL DIFFERENT PROPERTIES AND ENTER MORE THAN ONE RESTRICTION FOR EACH PROPERTY 7HEN MULTIPLE VALUES FOR THE SAME PROPERTY ARE ENTERED THE SEARCH ENGINE TREATS THEM AS IF THEY WERE SEPARATED BY THE /2 "OOLEAN OPERATOR

PdcW^a) 9^bW =^Q[T PdcW^a) A^QTac ?XSS^RZT PdcW^a) 3P] 1PZ\P]S <XZP[bZX

4HIS PROPERTY RESTRICTION WOULD RETURN ITEMS AUTHORED BY h*OSH .OBLEv h2OBERT 0IDDOCKEv OR h$AN "AKMAND -IKALSKIv )T IS IMPORTANT TO REMEMBER THAT STANDARD KEYWORD QUERIES AUTOMATICALLY USE THE !.$ OPERATOR BUT THE SEARCH ENGINE ASSUMES THE /2 OPERATOR BETWEEN IDENTICAL PROPERTY RESTRICTIONS

PdcW^a) 9^bW =^Q[T UX[Tch_T,S^Rg bXiT-$ <1

PdcW^a) 9^bW =^Q[T 0=3 UX[Tch_T,S^Rg 0=3 bXiT-$ <1

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

"OTH OF THESE QUERIES WILL RETURN -ICROSOFT 7ORD DOCUMENTS THAT ARE LARGER THAN -" AND AUTHORED BY *OSH .OBLE *UST LIKE A KEYWORD QUERY THE SEARCH ENGINE AUTOMATICALLY ENTERS THE !.$ OPERATOR BETWEEN RESTRICTIONS FOR DIFFERENT PROPERTIES &INALLY COMBINATIONS OF FREE TEXT KEYWORD QUERIES AND PROPERTY RESTRICTIONS CAN BE ENTERED AS ONE QUERY STRING

BWPaT 0=3 PdcW^a) 9^bW =^Q[T =>C ?XSS^RZT

4HIS QUERY WOULD RETURN ITEMS THAT CONTAIN THE KEYWORD h3HAREv ARE AUTHORED BY *OSH .OBLE AND DO NOT CONTAIN THE PHRASE h0IDDOCKEv WITHIN THE CONTENT

UX[Tch_T,S^Rg UX[Tch_T,_SU 0=3 BWPaT?^X]c 4g_Tac

4HIS QUERY WOULD RETURN ITEMS THAT ARE EITHER -ICROSOFT 7ORD OR 0$& DOCUMENTS AND CONTAIN THE PHRASE h3HARE0OINT %XPERTv 5SING THE RULES OUTLINED IN THIS SECTION A WIDE RANGE OF ADVANCED QUERIES CAN BE STRUNG TOGETHER TO RETURN A DESIRED SET OF SEARCH RESULTS !S USERS BECOME MORE ADVANCED AND THE NEED TO PRODUCE MORE CONCISE SETS OF SEARCH RESULTS INCREASES UNDERSTANDING THE FULL CAPABILITIES OF THIS SEARCH SYNTAX BECOMES INCREASINGLY NECESSARY ! FULL REVIEW OF THE AVAILABLE QUERY SYNTAX CAN BE FOUND IN 4ABLE 4ABLE 3EARCH 1UERY 3YNTAX /VERVIEW

Operator

Example

0REFIX MATCHING FOR SEARCH KEYWORDS AND DOCUMENT PROPERTIES USING THE WILDCARD

OPERATOR

7HEN SEARCHING FOR hNOR v RESULTS MAY INCLUDE h.ORCROSSv

hNORTHv hNORMALv ETC

4HE h!.$v OPERATOR SPECIFIES A RESULT MUST INCLUDE BOTH TERMS SEPARATED BY h!.$v

7HEN SEARCHING FOR h.OBLE !.$ 3HARE0OINTv ALL RESULTS RETURNED MUST CONTAIN BOTH THE TERM h.OBLEv AND THE TERM h3HARE0OINTv

4HE h/2v OPERATOR SPECIFIES A RESULT MUST INCLUDE AT LEAST ONE OF THE TERMS SEPARATED BY h/2v BUT DOES NOT NEED TO CONTAIN BOTH

7HEN SEARCHING FOR h%NERGY /2 .UCLEARv RESULTS WILL INCLUDE ITEMS CONTAINING h%NERGYv h.UCLEARv OR BOTH h%NERGYv AND h.UCLEARv

4HE h7/2$3v OPERATOR SPECIFIES THAT TERMS IN A KEYWORD QUERY ARE SYNONYMS 4HIS IS SIMILAR TO THE h/2v OPERATOR

7HEN SEARCHING FOR 7/2$3 +IDS #HILDREN RESULTS WILL INCLUDE ITEMS CONTAINING h+IDSv AS WELL AS h#HILDRENv AND CONSIDER THEM TO BE THE SAME TERM FOR RANKING

4HE h./4v OPERATOR SPECIFIES A RESULT MUST NOT INCLUDE THE TERM FOLLOWING THE h./4v OPERATOR

7HEN SEARCHING FOR h%NERGY ./4 .UCLEARv ALL RESULTS RETURNED MUST CONTAIN THE TERM h%NERGYv BUT NEVER SHOULD CONTAIN h.UCLEARv

4HE h v EXCLUSION OPERATOR WORKS THE SAME AS THE h./4v OPERATOR

7HEN SEARCHING FOR h%NERGY .UCLEARv ALL RESULTS RETURNED MUST CONTAIN THE TERM h%NERGYv BUT EXCLUDE RESULTS CONTAINING h.UCLEARv

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

Operator

Example

4HE h.%!2v OPERATOR SPECIFIES THE ADJACENT SEARCH TERMS MUST BE WITHIN CLOSE PROXIMITY TO EACH OTHER

7HEN SEARCHING FOR h%NERGY .%!2 .UCLEARv ALL RESULTS RETURNED WILL CONTAIN h.UCLEARv WITHIN A LIMITED NUMBER OF WORDS AFTER h%NERGYv

4HE USE OF QUOTATION MARKS hv FOR DESIGNATING EXACT SEARCH PHRASES IS SUPPORTED

4HE STRING h FINANCIAL REPORTv WILL RETURN ALL ITEMS THAT CONTAIN THE EXACT PHRASE h FINANCIAL REPORTv

0ARENTHESES CAN BE USED TO COMBINE DIFFERENT PARTS OF KEYWORD QUERIES AND GROUP SEARCH TERMS

4HE STRING h .UCLEAR /2 /IL !.$ %NERGYv WILL RETURN ALL RESULTS CONTAINING h%NERGYv SO LONG AS THEY ALSO CONTAIN h.UCLEARv OR h/ILv TERMS AS WELL

0ROPERTY RESTRICTIONS CAN BE ENTERED SO THAT RESULTS MATCH SPECIFIC PROPERTIES

4HE QUERY hAUTHOR *OSH .OBLEv WILL RETURN ONLY DOCUMENTS AUTHORED BY h*OSH .OBLEv hFILETYPE PDFv WILL RETURN ONLY 0$& TYPE FILES

!NY COMBINATION OF THE FOREGOING SEARCH 4HE QUERY hPLANT !.$ FILETYPE PDFv WILL RETURN ONLY 0$& TOOLS IS SUPPORTED DOCUMENTS CONTAINING THE TERM hPLANTv !LSO hINSTRU !.$ AUTHOR *OSH /2 AUTHOR $AN v WILL RETURN ALL ITEMS CONTAINING THE TERM hINSTRUCTIONSv AUTHORED BY *OSH OR $AN

4HE !DVANCED 3EARCH 0AGE 3O FAR THIS CHAPTER HAS PROVIDED A DETAILED WALKTHROUGH OF ENTERING SEARCH QUERIES THROUGH THE QUERY BOX AND SEARCH CENTER 4HE ACTIONS THAT CAN BE TAKEN ON THE SEARCH RESULTS PAGE HAVE BEEN DISCUSSED IN DETAIL AND THE AVAILABLE QUERY SYNTAX HAS BEEN EXPLAINED 3TEPPING BACK TO THE QUERY BOX AND SEARCH CENTER THERE IS A THIRD OPTIONAL LOCATION FOR BUILDING QUERIES 4HE !DVANCED 3EARCH PAGE ALLOWS USERS TO BUILD MORE COMPLEX SEARCH QUERIES WITHOUT MANUALLY ENTERING AN ADVANCED SEARCH SYNTAX STRING &OR USERS WHO HAVE NOT YET LEARNED THE AVAILABLE SEARCH QUERY SYNTAX AND WOULD LIKE TO REFINE THE KEYWORDS

LANGUAGES AND PROPERTY RESTRICTIONS INCLUDED IN A SEARCH RESULT SET THE !DVANCED 3EARCH PAGE PROVIDES A SET OF OPTIONS FOR BUILDING MORE ADVANCED QUERIES 4HE !DVANCED 3EARCH PAGE CAN BE ACCESSED BY A LINK ON THE !LL 3ITES SEARCH CENTER PRIOR TO ENTERING AN INITIAL QUERY OR FROM THE !LL 3ITES SEARCH RESULTS PAGE AFTER ENTERING A QUERY $EPENDING ON THE SETTINGS MADE BY THE ADMINISTRATOR IT MAY ALSO BE POSSIBLE TO ACCESS THE !DVANCED 3EARCH PAGE BY A LINK NEXT TO THE QUERY BOX OR SITE SEARCH RESULTS PAGE &IGURE

&IGURE !DVANCED SEARCH LINK

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

)F THE USER NAVIGATED TO THE !DVANCED 3EARCH PAGE FROM A RESULT SET THE QUERY THAT WAS ALREADY ENTERED WILL BE COPIED INTO THE FIRST FIELD OF THE !DVANCED 3EARCH PAGE IN 3HARE0OINT )F ADDITIONAL NON QUERY RESTRICTIONS WERE ENTERED INTO THE RESULT SET SUCH AS A REFINEMENT IT WILL NOT BE CARRIED INTO THE !DVANCED 3EARCH PAGE !S SHOWN IN &IGURE WITHOUT CUSTOMIZATIONS THIS PAGE ALLOWS FOR USERS TO WORK IN TWO PRIMARY AREAS 4HESE AREAS INCLUDE h&IND DOCUMENTS THAT HAVExv AND h!DD PROPERTY RESTRICTIONSxv

&IGURE !DVANCED 3EARCH PAGE

+EYWORDS ON THE !DVANCED 3EARCH 0AGE 4HE TWO CATEGORIES OF QUERY MANIPULATION ARE ALIGNED WITH SEARCH SYNTAX DISCUSSED IN THE LAST SECTION 4HE FIRST h&IND DOCUMENTS THAT HAVExv IS WHERE THE KEYWORDS FOR THE QUERY ARE ENTERED 4HESE FIELDS ALLOW THE USER TO EXECUTE OPERATORS OTHER THAN THE !.$ OPERATOR BY ENTERING THE SEARCH TERM IN THE CORRESPONDING FREE TEXT FIELD "Y ENTERING A SEARCH TERM INTO A FREE TEXT FIELD THE OPERATOR INDICATED BY THE FIELD S DESCRIPTION WILL BE EXECUTED BEHIND THE SCENES 4HE FIELDS CORRESPOND TO THE OPERATORS IN 4ABLE

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

Download from Wow! eBook <www.wowebook.com>

4ABLE 3EARCH 1UERY 3YNTAX /VERVIEW

Field Title

Operator

!LL OF THESE WORDS

!.$

4HE EXACT PHRASE

!NY OF THESE WORDS

/2

.ONE OF THESE WORDS

./4

!LL OF THE TERMS THAT SHOULD BE IN THE SEARCH RESULT ARE ENTERED IN THE FIRST TEXT FIELD TITLED h!LL OF THESE WORDSv 4HE !.$ OPERATOR WILL AUTOMATICALLY BE INSERTED BETWEEN THE WORDS ENTERED INTO THIS FIELD !NY PHRASES THAT CONTAIN MULTIPLE WORDS THAT NEED TO OCCUR IN A SPECIFIC ORDER NEXT TO EACH OTHER CAN BE ENTERED INTO THE SECOND FIELD TITLED h4HE EXACT PHRASEv 4HE PHRASE WILL BE TREATED AS IF IT HAD QUOTATION MARKS SURROUNDING IT &OR EXAMPLE 3HARE0OINT %XPERT WILL RETURN RESULTS WITH THIS EXACT PHRASE IN THE ORDER THE TERMS ARE ENTERED UNLIKE THE h!LL OF THESE WORDSv FIELD WHICH WOULD RETURN RESULTS THAT INCLUDE h3HARE0OINTv AND THE SEPARATED TERM h%XPERTv .O QUOTATION MARKS ARE NECESSARY WHEN ENTERING A PHRASE INTO THIS FIELD 4HE THIRD FIELD TITLED h!NY OF THESE WORDSv WILL TREAT ALL ENTERED TERMS AS IF THEY WERE SEPARATED BY THE /2 OPERATOR 7ORDS THAT CAN BUT DON T HAVE TO BE IN THE SEARCH RESULT ARE ENTERED INTO THIS FIELD 4HE INCLUSION OF ONE BUT NOT ALL OF THE TERMS IN THIS FIELD IS SUFFICIENT TO INDICATE A DESIRED SEARCH RESULT 4HE FINAL FIELD TITLED h.ONE OF THESE WORDSv ALLOWS FOR THE EXCLUSION OF THE TERMS ENTERED INTO THE TEXT FIELD 3EARCH RESULTS WILL NOT INCLUDE ANY OF THE TERMS ENTERED INTO THIS FIELD 4HE h&IND DOCUMENTS THAT HAVExv SECTION ALSO NOW INCLUDES LANGUAGE RESTRICTIONS AND RESULT TYPE REFINEMENTS 3ELECTING THE CHECK BOX NEXT TO ONE OF THE LISTED LANGUAGES NARROWS THE RESULTS TO INCLUDE ONLY ITEMS THAT WERE AUTHORED IN THE CHOSEN LANGUAGE "Y DEFAULT THE LANGUAGE FIELD OF AN ITEM IS NOT FACTORED INTO ITS AVAILABILITY AS A RESULT !LL LANGUAGES SUPPORTED BY THE INSTALLED LANGUAGE PACKS ARE SEARCHED ON 7HEN A LANGUAGE RESTRICTION IS CHOSEN 3HARE0OINT WILL EXCLUDE RESULTS NOT AUTHORED IN THE CHOSEN LANGUAGE S 4HE LAST OPTION IN THIS SECTION IS TO RESTRICT THE SEARCH RESULTS BY A RESULT TYPE 4HIS FUNCTIONALITY IS IDENTICAL TO THE RESULT TYPE REFINEMENT ON THE SEARCH RESULTS PAGE FOR THE AVAILABLE REFINEMENTS "Y SELECTING A RESULT TYPE FROM THE DROP DOWN LIST ONLY ITEMS MATCHING THE CHOSEN RESULT TYPE WILL APPEAR IN THE SEARCH RESULT SET 7HEN CHOOSING A RESULT TYPE 3HARE0OINT WILL INCLUDE ALL VERSIONS OF THE FORMAT &OR EXAMPLE WHEN 7ORD $OCUMENT IS SELECTED AS THE RESULT TYPE FILES WITH THE EXTENSIONS S^R

S^Rg S^c S^R\ AND ^Sc WILL ALL BE RETURNED 4HE RESULT TYPES AVAILABLE FOR SELECTION WITHOUT CUSTOMIZATION OF THE !DVANCED 3EARCH PAGE CAN BE SEEN IN &IGURE

&IGURE !DVANCED SEARCH RESULT TYPE REFINEMENT

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0ICKING 0ROPERTY 2ESTRICTIONS 4HE SECTION h!DD PROPERTY RESTRICTIONSxv ALLOWS FOR THE ABILITY TO CREATE STRINGS OF PROPERTY RESTRICTIONS FROM A SERIES OF TWO DROP DOWN BOXES AND A FREE TEXT FIELD 5SING THIS OPTION USERS CAN STRING TOGETHER QUERIES WITH SEVERAL PROPERTY RESTRICTIONS WITHOUT LEARNING HOW TO ENTER THEM INTO THE SEARCH BOX *UST LIKE A PROPERTY RESTRICTION ENTERED AS QUERY SYNTAX EACH PROPERTY RESTRICTION HAS THREE SECTIONS WHICH INCLUDE THE PROPERTY NAME THE PROPERTY OPERATOR AND THE VALUE 7HEN MULTIPLE PROPERTY RESTRICTIONS ARE BUILT INTO THE ADVANCED SEARCH A FOURTH FIELD WHICH ALLOWS FOR RESTRICTIONS TO BE COMBINED USING THE !.$ OPERATOR OR THE /2 OPERATOR APPEARS 4O ADD OR REMOVE ADDITIONAL PROPERTY RESTRICTIONS SIMPLY SELECT THE OR n ICON TO THE FAR RIGHT OF THE PROPERTY RESTRICTION 4HE FIRST DROP DOWN AFTER THE PHRASE h7HERE THE PROPERTYxv IS LABELED h 0ICK 0ROPERTY v AND ALLOWS THE USER TO CHOOSE THE PROPERTY THAT WILL BE RESTRICTED &IGURE "Y DEFAULT THE PROPERTIES SHOWN IN THE FOLLOWING FIGURE ARE AVAILABLE WHEN SEARCHING ALL RESULT TYPES !DDITIONAL PROPERTIES ARE MADE AVAILABLE DEPENDING ON THE SELECTED RESULT TYPE

&IGURE 0ICK 0ROPERTY OPTIONS 4HE SECOND DROP DOWN ALLOWS THE USER TO SELECT THE OPERATOR TO BE USED IN THE PROPERTY RESTRICTION $EPENDING ON THE SELECTED PROPERTY TYPE THE AVAILABLE OPERATORS WILL CHANGE )F THE PROPERTY IS A TEXT OR STRING THEN THE h#ONTAINSv h$OES NOT CONTAINv h%QUALSv AND h$OES NOT EQUALv OPERATORS WILL BE AVAILABLE )F THE PROPERTY IS AN INTEGER THEN h%QUALSv h$OES NOT EQUALv h'REATER THANv AND h,ESS THANv OPERATORS ARE AVAILABLE )F THE PROPERTY IS A TIME OR DATE THEN THE h%QUALSv h%ARLIER THANv AND h,ATER THANv OPERATORS BECOME AVAILABLE 4ABLE LISTS THE AVAILABLE OPERATORS AND THEIR CORRESPONDING SYMBOL FOR USE IN SEARCH QUERY SYNTAX

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4ABLE !DVANCED 3EARCH 0ROPERTY 2ESTRICTION /PERATORS

Field Title

Operator

#ONTAINS $OES NOT CONTAIN

%QUALS $OES NOT EQUAL

./4

'REATER THAN

,ESS THAN

%ARLIER THAN

,ATER THAN

4HE LAST FIELD IS A FREE TEXT FIELD WHERE THE USER ENTERS THE DESIRED VALUE OF THE PROPERTY RESTRICTION $EPENDING ON THE PROPERTY TYPE THE VALUES THAT WILL RETURN RESULTS GREATLY DIFFER !UTHOR $ESCRIPTION

.AME 52, #REATED BY AND ,AST -ODIFIED "Y PROPERTY TYPES WILL ALL ACCEPT TEXT STRINGS 4HE 3IZE PROPERTY TYPE WILL ACCEPT A NUMERICAL VALUE IN BYTES BY DEFAULT 4HE ,AST -ODIFIED $ATE PROPERTY WILL ACCEPT A NUMERICAL DATE IN THE FORM $!9 -/.4( 9%!2 OR -/.4( $!9 9%!2 DEPENDING ON HOW THE 3HARE0OINT $ATE4IME FIELD IS CONFIGURED 4HIS ALLOWS FOR FLEXIBILITY IN GLOBAL DEPLOYMENTS

1UERY %XAMPLES ON THE !DVANCED 3EARCH 0AGE 3OME OF THE EXAMPLES OF PROPERTY RESTRICTIONS FOUND IN THE PREVIOUS SECTION ON SEARCH QUERY SYNTAX CAN BE FOUND IN THE FOLLOWING SCREENS &IGURE PROVIDES AN EXAMPLE OF UTILIZING THE AUTHOR PROPERTY WITH THE EQUALS AND /2 OPERATORS 4HIS SEARCH WILL RETURN RESULTS WITH THE AUTHORS *OSH .OBLE 2OBERT 0IDDOCKE AND $AN "AKMAND -IKALSKI 4HIS IS EQUIVALENT TO THE SEARCH QUERY PdcW^a) 9^bW =^Q[T PdcW^a) A^QTac ?XSS^RZT PdcW^a) 3P] 1PZ\P]S <XZP[bZX

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&IGURE #ONFIGURING A QUERY TO RETURN ONLY ITEMS AUTHORED BY *OSH .OBLE 2OBERT 0IDDOCK OR $AN "AKMAND -IKALSKI 4HE PARAMETERS IN &IGURE WILL RETURN RESULTS FOR 7ORD DOCUMENTS OVER -"

BYTES AUTHORED BY *OSH .OBLE 4HIS SEARCH IS EQUIVALENT TO THE QUERY PdcW^a) 9^bW =^Q[T 0=3 UX[Tch_T,S^Rg 0=3 bXiT-$ <1

&IGURE #ONFIGURING A QUERY TO RETURN ONLY 7ORD DOCUMENTS OVER -" AUTHORED BY *OSH .OBLE

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4HE SEARCH IN &IGURE WILL RETURN RESULTS FOR ANY %NGLISH 0OWER0OINT PRESENTATIONS NO MATTER THE EXTENSION THAT CONTAIN THE PHRASE h3HARE0OINT 3EARCH %XPERTv 4HIS SEARCH IS THE EQUIVALENT OF ENTERING THE QUERY 3TcTRcTS;P]VdPVT, T] 5X[T4gcT]bX^], __c >A 5X[T4gcT]bX^], __cg >A 5X[T4gcT]bX^], __c\ >A 5X[T4gcT]bX^], ^S_ 0=3 BWPaT?^X]c 4g_Tac

&IGURE #ONFIGURING A QUERY TO RETURN ONLY %NGLISH 0OWER0OINT PRESENTATIONS CONTAINING THE PHRASE h3HARE0OINT %XPERTv &OR USERS THAT WOULD LIKE TO LEARN THE AVAILABLE SEARCH QUERY SYNTAX AND BECOME LESS RELIANT ON THE !DVANCED 3EARCH PAGE TRY THIS "UILD A SEARCH QUERY IN THE !DVANCED 3EARCH PAGE -AKE SURE TO INCLUDE THE PROPERTY RESTRICTIONS AND KEYWORD SYNTAX YOU WOULD LIKE TO LEARN HOW TO ENTER MANUALLY %XECUTE THE SEARCH AND TAKE NOTE OF THE CONTENT PRODUCED IN THE SEARCH FIELD AT THE TOP OF THE SEARCH RESULTS PAGE &IGURE SHOWS AN EXAMPLE OF PART OF AN ADVANCED QUERY SYNTAX THAT WOULD BE PRODUCED BY SPECIFYING A SCOPE LAST MODIFIED DATE AND FILE EXTENSION ON THE !DVANCED 3EARCH PAGE

&IGURE !DVANCED SEARCH SYNTAX AFTER A QUERY FROM THE !DVANCED 3EARCH PAGE

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4HIS SEARCH SYNTAX ALSO CONTAINS ALL OF THE KEYWORDS PROPERTY AND SCOPE RESTRICTIONS BUILT INTO AN ADVANCED SEARCH QUERY 4HIS SYNTAX CAN ALSO BE ENTERED INTO ANY 3HARE0OINT SEARCH FIELD TO REPRODUCE THE SAME RESULTS 4HE SYNTAX IS ALSO USEFUL TO LEARN THE STRUCTURE OF SEARCH STRINGS OPERATORS AND PROPERTY RESTRICTIONS 4AKING NOTE OF THIS SYNTAX WILL GUIDE YOUR KNOWLEDGE OF THE SEARCH SYNTAX THROUGH REPETITION %VENTUALLY YOU WILL NOT NEED TO NAVIGATE TO THE !DVANCED 3EARCH PAGE FOR YOUR COMMONLY ENTERED EXPRESSIONS

4HE 0EOPLE 3EARCH 0AGE 7ORKING WITH DOCUMENTS LISTS AND WEB PAGES IS ONLY ONE OF THE MANY REASONS 3HARE0OINT IS ATTRACTIVE AS A PORTAL AND COLLABORATION PLATFORM !NOTHER PART OF THE EQUATION IS 3HARE0OINT S ABILITY TO CONNECT PEOPLE WITH OTHER PEOPLE THROUGH ITS FORM OF SOCIAL NETWORKING 0EOPLE HAVE DIFFERENT SKILLS

COMPETENCIES RESOURCES AND NETWORKS THAT ARE MOST LIKELY NOT IMPLICITLY KNOWN TO EVERYONE IN AN ORGANIZATION 4HE AGGREGATION OF KNOWLEDGE ABOUT PEOPLE IS WHAT HAS MADE SOCIAL NETWORKING )NTERNET SITES SUCH AS &ACEBOOK -Y3PACE AND ,INKED)N SUCH CORE EXPERIENCES INSIDE AND OUTSIDE OF THE OFFICE 4HE VALUE OF PARTICIPATING IN THESE SITES IS NOT TO FIND INFORMATION STORED WITHIN DOCUMENTS BUT TO FIND INFORMATION STORED WITHIN AND ABOUT PEOPLE 7ITHIN A COMPANY PEOPLE ARE ARGUABLY THE MOST VALUABLE RESOURCE +NOWING WHO CAN PROVIDE THE RIGHT EXPERTISE WHO KNOWS WHOM AND WHO WORKS FOR WHOM CAN PROVIDE ANSWERS THAT A COMPANY DIRECTORY CANNOT +NOWLEDGE ABOUT PEOPLE S COMPETENCIES WITHIN AN ORGANIZATION CAN PRODUCE GREATER EFFICIENCIES BY DIRECTING ANSWER SEEKERS TO KNOWLEDGEABLE EXPERTS INSTEAD OF REPRODUCING RESEARCH AND ANSWERS 3HARE0OINT CAN PROVIDE THE PLATFORM FOR CONNECTING PEOPLE WITH THIS INFORMATION )F A USER NEEDS A LIST OF EMPLOYEES THAT KNOW HOW TO MANUFACTURE A WIDGET OR CREATE A SPECIALIZED SPREADSHEET OR REVIEW A LEGAL AGREEMENT 3HARE0OINT CAN PROVIDE THOSE ANSWERS THROUGH THE 0EOPLE SEARCH PAGE

â&#x2013; .OTE 4HIS SECTION IS NOT ABOUT HOW TO DIRECT 3HARE0OINT TO CRAWL DATA ABOUT PEOPLE BUT INSTEAD IT IS ABOUT HOW TO RETRIEVE THAT DATA ONCE IT IS CRAWLED &OR FULL DETAILS ON HOW TO CRAWL AND INDEX -Y3ITES BLOGS AND COLLABORATION SITES PLEASE REFER TO #HAPTER

)F SET UP THE 0EOPLE SEARCH PAGE CAN PROVIDE ACCESS TO DATA SUCH AS THAT FOUND IN -Y3ITES USER PROFILES !CTIVE $IRECTORY WEB SITES COLLABORATION SITES AS WELL AS PERSONAL AND PROFESSIONAL BLOGS 4HIS INFORMATION CAN ALSO BE RESTRICTED BY PRIVACY PROTECTION RULES SUCH AS ,$!0 AND !CTIVE $IRECTORY SECURITY TRIMMING ON A PER USER BASIS AS DISCUSSED IN #HAPTER 4HE 0EOPLE SEARCH PAGE CAN BE ACCESSED THROUGH THE SAME PATHWAYS AS AN !LL 3ITES SEARCH PAGE 4O REVIEW THESE PATHWAYS INCLUDE NAVIGATING TO THE SEARCH CENTER AND SELECTING THE 0EOPLE TAB OR ENTERING A SEARCH IN THE QUERY BOX AND SELECTING THE 0EOPLE SEARCH SCOPE &IGURE SHOWS THE SELECTION OF THE 0EOPLE SCOPE IF THIS OPTION IS ENABLED ON THE QUERY BOX

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&IGURE 0EOPLE SCOPE ON THE QUERY BOX

0EOPLE 3EARCH /PTIONS 3IMILAR TO THE !LL 3ITES SEARCH PAGE NAVIGATING THE THE 0EOPLE SEARCH TAB PROVIDES A FEW OPTIONS NOT AVAILABLE BY DEFAULT FROM THE QUERY BOX 4HESE INCLUDE A LINK TO THE 0REFERENCES PAGE AND A LINK TO OPEN THE SEARCH OPTIONS 4HE 0REFERENCES PAGE IS BY DEFAULT IDENTICAL TO THE 0REFERENCES PAGE FOR !LL 3ITES SEARCH 3ELECTING 3EARCH /PTIONS OPENS UP THE 0EOPLE SEARCH EQUIVALENT OF ADVANCED SEARCH OPTIONS 5NLIKE THE !DVANCED 3EARCH PAGE FOUND ON THE !LL 3ITES SEARCH HOWEVER SELECTING 3EARCH /PTIONS SIMPLY OPENS A SET OF FREE TEXT FIELDS TO ENTER ADDITIONAL PARAMETERS TO THE QUERY 4HE DEFAULT FIELDS FOR 3EARCH /PTIONS ARE SHOWN IN &IGURE

&IGURE 0EOPLE SEARCH OPTIONS 4HE SEARCH FIELDS THAT DIRECT TOWARD A 0EOPLE SEARCH RESULTS PAGE WORK JUST LIKE ANY OTHER SEARCH FIELD ! QUERY IS ENTERED IN THIS CASE FOR A PERSON SKILL JOB TITLE KEYWORD ETC THE QUERY IS RUN AND THE RESULTS ARE RETURNED ON THE 0EOPLE SEARCH RESULTS PAGE !S SEEN IN &IGURE THE LAYOUT OF THIS SEARCH RESULTS PAGE IS FAIRLY SIMILAR TO THE !LL 3ITES SEARCH WITH A FEW EXCEPTIONS

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&IGURE 0EOPLE SEARCH RESULTS PAGE 4HE SEARCH FIELD AND THE 0REFERENCES PAGE STILL APPEAR AT THE SAME LOCATION 4HE 3EARCH /PTIONS LINK REPLACES THE !DVANCED 3EARCH PAGE LINK BUT SIMPLY OPENS UP AN ADDITIONAL SET OF OPTIONS BELOW THE QUERY FIELD 4HESE OPTIONS ARE THE SAME AS A FREE TEXT PROPERTY RESTRICTION 4HE ,AST .AME AND &IRST .AME FIELDS ALLOW A USER TO SEARCH FOR A PERSON S FIRST OR LAST NAME RESPECTIVELY 3EARCH QUERIES ARE NOT CASE SENSITIVE SO THERE IS NO NEED TO CAPITALIZE THE FIRST LETTER OF A FIRST OR LAST NAME IN THE QUERY 4HE ,AST .AME AND &IRST .AME FIELDS WILL SEARCH FOR EXACT MATCHES TO THE ENTERED QUERY SO IF A USER ENTERS THE QUERY h3ANDv INTO THE ,AST .AME FIELD IT WILL NOT RETURN RESULTS FOR A USER WITH THE LAST NAME h3ANDERSONv 4O INDICATE THAT A QUERY ENTERED INTO THE ,AST .AME OR &IRST .AME FIELDS IS INTENDED TO BE PART OF A NAME AND NOT AN EXACT MATCH THE USER MUST ENTER THE WILDCARD CHARACTER h v )T IS IMPORTANT TO NOTE THAT JUST LIKE SEARCHING IN !LL 3ITES PARTIAL WORD SEARCHES ARE RESTRICTED TO PREFIX MATCHING IN 0EOPLE SEARCH 4HE *OB 4ITLE AND +EYWORD SEARCH FIELDS WILL ALSO MATCH ONLY AN EXACT TERM UNLESS THE WILDCARD OPERATOR IS INSERTED 5NLIKE FIRST AND LAST NAMES HOWEVER THESE FIELDS IN A RESULT MAY INCLUDE MORE THAN ONE TERM #ONSEQUENTLY THE ENTERED KEYWORD OR JOB TITLE MUST MATCH EXACTLY ONE TERM IN THE RESULT BUT THE RESULT DOESN T NEED TO MATCH ONLY THE ENTERED QUERY !S A RESULT ENTERING PART OF A JOB TITLE SUCH AS A QUERY FOR hSALESv WOULD RETURN PEOPLE WITH THE JOB TITLE h3ALESv h2EGIONAL 3ALES -ANAGERv OR h3ALES $IRECTORv SINCE EACH CONTAINS AN EXACT MATCH FOR THE TERM hSALESv !S MENTIONED EARLIER THE 3EARCH /PTIONS SECTION FUNCTIONS JUST LIKE THE !DVANCED 3EARCH PAGE AND MORE SPECIFICALLY PROPERTY RESTRICTIONS *UST LIKE PROPERTY RESTRICTIONS FOR DOCUMENTS NOT ALL USERS WILL BE CONCERNED WITH LEARNING TO USE PROPERTY RESTRICTION IN 0EOPLE SEARCH ESPECIALLY CONSIDERING THAT SEARCH OPTIONS OCCUR AS A DROP DOWN INSTEAD OF A COMPLETELY DIFFERENT PAGE )T MAY BE USEFUL HOWEVER FOR SOME USERS AND ADMINISTRATORS TO KNOW THE PROPERTY NAMES FOR THE FIELDS IN THIS SECTION 4HE REASON FOR THIS IS THAT THE FIELDS IN THE SEARCH OPTIONS DO NOT ALLOW FOR MULTIPLE PROPERTY RESTRICTIONS ON THE SAME PROPERTY AS IN THE !DVANCED 3EARCH PAGE )F A USER ENTERS THE TERMS h*OSH 2OBERTv h*OSH /2 2OBERTv

h*OSH 2OBERTv OR ANY OTHER COMBINATION THAT MAY SEEM LOGICAL IN A DIFFERENT SEARCH ENGINE TO DENOTE TWO SEPARATE TERMS THE DESIRED RESULTS WILL NOT BE RETURNED 4HIS MEANS THAT IF A USER WISHES TO RETURN RESULTS FOR USERS WITH EITHER THE FIRST NAME h*OSHv OR h2OBERTv THE USER IS UNABLE TO DO SO WITHOUT MANUALLY ENTERING THE PROPERTY RESTRICTION SYNTAX SHOWN HERE

5Xabc=P\T) 9^bW >A 5Xabc=P\T) A^QTac

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7HEN MULTIPLE DIFFERENT FIELDS OR PROPERTY RESTRICTIONS ON THE 3EARCH /PTIONS ARE COMPLETED EACH FIELD WILL BE SEPARATED WITH THE !.$ OPERATOR 4HIS MEANS THAT THE QUERY WILL RETURN ONLY RESULTS THAT MATCH THE TERMS ENTERED IN ALL FIELDS BUT WILL NOT RETURN RESULTS THAT MEET A PORTION OF THE QUERY 4O ASSIST IN THE BUILDING OF BROADER 0EOPLE SEARCH QUERIES THE DEFAULT PROPERTY NAMES CAN BE FOUND IN 4ABLE 4ABLE 0EOPLE 3EARCH 0ROPERTY .AMES

Property Name ,AST.AME &IRST.AME *OB4ITLE 2ESPONSIBILITY 3KILLS )NTERESTS

3TANDARD 7EB 0ARTS IN 0EOPLE 3EARCH 2ESULTS 4HE 0EOPLE SEARCH RESULTS PAGE DOES ALLOW FOR THE !LERT -E 233 AND 3EARCH FROM 7INDOWS ACTIONS PROVIDED IN THE !LL 3ITES SEARCH 4HESE FEATURES OPERATE THE SAME IN 0EOPLE SEARCH AS THEY DO IN !LL 3ITES SEARCH 4HIS SEARCH PAGE ALSO ALLOWS FOR FACETED SEARCH REFINEMENTS THAT FUNCTION JUST LIKE !LL 3ITES SEARCH

BUT THE PAGE ALSO ALLOWS FOR FILTERING ON PROPERTIES RELEVANT TO THE PEOPLE SCOPE 4HE DEFAULT REFINERS IN 0EOPLE SEARCH INCLUDE 6IEW AND *OB 4ITLE BUT THESE OPTIONS CAN BE EXPANDED BY THE ADMINISTRATOR DEPENDING ON THE MANAGED PROPERTIES WITH AN ENVIRONMENT 6IEW ALLOWS FOR USERS TO SPECIFY IF THE RESULT WAS RETURNED DUE TO A QUERY MATCH IN THE PERSON S PROFILE OR NAME $EPENDING ON THE TYPE AND AMOUNT OF INFORMATION PROVIDED WITHIN A PERSON S PROFILE THIS PROVIDES A USEFUL TOOL TO SPECIFY WHETHER A USER IS LOOKING FOR A SPECIFIC PERSON OR SOMEONE THAT WORKS WITH OR KNOWS A PERSON 2EFINING BY *OB 4ITLE IS USEFUL FOR LARGER RESULT SETS IN WHICH THE USER GENERALLY KNOWS THE TITLE OF THE PERSON HE OR SHE IS LOOKING FOR BUT MAY NOT BE ABLE TO BE SPECIFIC ENOUGH TO ENTER A SEARCH FOR *OB 4ITLE IN THE 3EARCH /PTIONS )NFORMATION ABOUT MAPPING ADDITIONAL MANAGED PROPERTIES TO 0EOPLE IS DISCUSSED IN #HAPTER AND INFORMATION ABOUT ADDING ADDITIONAL REFINEMENTS IS PROVIDED IN THE FOLLOWING CHAPTER

5SING 0EOPLE 3EARCH 2ESULTS !S WITH THE !LL 3ITES SEARCH TAB 0EOPLE SEARCH PROVIDES A CLUSTER OF INFORMATION ABOUT A PERSON AND HIGHLIGHTS THE QUERIED KEYWORD WITHIN THE RESULT !N INDIVIDUAL ITEM FROM THE 0EOPLE SEARCH RESULTS IS SHOWN IN &IGURE

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&IGURE )NDIVIDUAL SEARCH RESULT IN THE 0EOPLE SEARCH RESULTS PAGE "Y DEFAULT EACH ITEM IN THE RESULTS PROVIDES A PERSON S NAME TITLE DEPARTMENT AND OTHER INFORMATION ABOUT THE DISPLAYED PERSON SUCH AS CONTACT INFORMATION 4HE NAME OF THE PERSON IS ACTIONABLE AND WHEN CLICKED WILL BRING THE USER TO THE PERSONAL h-Y3ITEv OF THAT PERSON 5NLIKE THE STANDARD !LL 3ITES SEARCH RESULT HOWEVER THERE ARE MANY MORE ACTIONS THAT CAN BE TAKEN ON 0EOPLE RESULTS )F CONFIGURED A PERSON S -Y3ITE ACTS AS A HUB OF INFORMATION ABOUT THAT USER AND INCLUDES EXPANDED INFORMATION SUCH AS CONTACT INFORMATION HIS OR HER ORGANIZATIONAL CHART SHARED CONTENT TAGS AND NOTES ON SITES COLLEAGUES AND PARTICIPATING MEMBERSHIPS SUCH AS E MAIL DISTRIBUTION LISTS -UCH OF THIS INFORMATION IS ACCESSIBLE DIRECTLY FROM THE REMAINDER OF THE SEARCH RESULT )F A PERSON HAS UPLOADED A PROFILE PICTURE IT WILL BE DISPLAYED ON THE RESULT "ETWEEN THE PERSON S NAME AND PICTURE A SMALL SQUARE BOX ACTING AS A LINK PROVIDES ACCESS TO THE USER S PROFILE CONTACT CARD )N 3HARE0OINT A USER S PROFILE IS ALSO CALLED A PRESENCE )F A USER IS ONLINE THIS BOX WILL TURN GREEN #LICKING THE BOX WILL PROVIDE AN ADDITIONAL SET OF OPTIONS SUCH AS CONTACT INFORMATION THE ABILITY TO INITIATE AN E MAIL INSTANT MESSAGE OR PHONE CALL OR SCHEDULE A MEETING DIRECTLY FROM THE RESULTS PAGE 4HE DEFAULT ACTIONS THAT ARE AVAILABLE WHEN CLICKING THE CONTACT CARD ARE SHOWN IN &IGURE

&IGURE 0EOPLE SEARCH CONTACT CARD

#(!04%2 â&#x2013; 4(% 3%!2#( 53%2 ).4%2&!#%

4AKING !CTION ON 2ESULTS

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/N A DEFAULT 0EOPLE SEARCH PAGE BELOW THE NAME AND CONTACT INFORMATION OF A PERSON THERE ARE THREE LINKS 4HESE LINKS ALLOW THE USER TO TAKE ACTION ON THE RESULT 4HE FIRST AVAILABLE ACTION IS THE !DD TO -Y #OLLEAGUES LINK %ACH USER S -Y3ITE HAS A PAGE THAT SUPPORTS THIS ACTION 4HE END RESULT OF TAKING THIS ACTION IS THAT THE SELECTED PERSON WILL BE ADDED TO A USER S #OLLEAGUES LIST ON HIS OR HER PROFILE 4HE #OLLEAGUES LIST IS A SHARED LIST OF COLLEAGUES SIMILAR TO CONNECTIONS ON ,INKED)N OR FRIENDS ON &ACEBOOK 7HEN CHOOSING TO ADD A COLLEAGUE THE USER IS NAVIGATED TO A PAGE THAT ALLOWS THE USER TO SELECT THE SETTING OF THE RELATIONSHIP 4HE SETTINGS THAT CAN BE MADE INCLUDE SELECTING THE COLLEAGUE ADDING HIM OR HER TO A TEAM OR GROUP AND SETTING THE GROUPS THAT CAN SEE THE RELATIONSHIP 4HE !DD #OLLEAGUES PAGE IS SHOWN IN &IGURE

&IGURE !DDING A NEW COLLEAGUE 3ELECTING THE OPTION TO "ROWSE IN /RGANIZATIONAL #HART WILL NAVIGATE THE USER TO THE SELECTED PERSON S /RGANIZATION TAB ON HIS OR HER -Y3ITE &IGURE )F THE ORGANIZATIONAL CHART IS ESTABLISHED FOR THE SELECTED PERSON THE USER CAN VIEW OTHER PEOPLE IN THE PERSON S VERTICAL AND LATERAL HIERARCHY -ANAGERS THEY REPORT TO THE PEOPLE THAT REPORT TO THEM AND PEOPLE AT THE SAME LEVEL OF THE HIERARCHY ARE DISPLAYED 0EOPLE HIGHER IN THE ORGANIZATIONAL HIERARCHY ARE SHOWN ABOVE THE CURRENT PERSON S CONTACT CARD PEOPLE THEY WORK WITH AT THE SAME LEVEL ARE SHOWN TO THE LEFT AND RIGHT OF THE CONTACT CARD

AND PEOPLE WHO REPORT TO THE PERSON ARE SHOWN BELOW THE CONTACT CARD 5SING THE SELECTED PERSON S CONTACT CARD AS A STARTING POINT USERS CAN NAVIGATE THROUGH THE CONTACTS RELATED TO THE PERSON AND VIEW HIS OR HER CONTACT CARDS 5SERS CAN CONTINUE TO FOLLOW THIS STRUCTURE OF ORGANIZATIONAL HIERARCHY AWAY FROM THE INITIALLY SELECTED PERSON UNTIL THEY FIND THE RELATED CONTACTS THEY MAY BE SEARCHING FOR

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&IGURE /RGANIZATION CHART 4HE LAST OPTION ON EACH RESULT ALLOWS THE USER TO SEE A BRIEF LIST OF ITEMS hABOUTv THE PERSON AS WELL AS ITEMS AUTHORED BY THE PERSON 7HEN CLICKING h"Y PERSONv A WINDOW OPENS ON THE PAGE THAT DISPLAYS A LIST OF FIVE ITEMS FROM THE !LL 3ITES SEARCH AND PROVIDES THE ABILITY TO SHOW MORE RESULTS hABOUTv THE PERSON FROM !LL 3ITES SEARCH 4HE LIST SHOWN UNDER hPERSONv IS THE TOP FIVE RESULTS THAT WOULD BE RETURNED IF THE FOLLOWING QUERY WAS ENTERED INTO h!LL 3ITESv SEARCH

_Tab^] PdcW^a) _Tab^]

&OR EXAMPLE IF THE PERSON BEING ACTIONED IN THE RESULT WAS NAMED *OSH .OBLE THE TOP FIVE RESULTS FOR THE SEARCH QUERY *OSH .OBLE AUTHOR h*OSH .OBLEv WOULD BE RETURNED 4HIS QUERY RETURNS RESULT ITEMS WHERE THE PERSON S NAME IS TREATED AS A KEYWORD AND HE OR SHE IS ONE OF THE AUTHORS )F THE OPTION TO SHOW MORE RESULTS IS SELECTED A SECOND WINDOW APPEARS AND A SEARCH RESULTS PAGE IS SHOWN FOR THE FULL LIST OF RESULTS ON THE CORRESPONDING QUERY 4HE RESULTS PAGE CAN BE TREATED JUST LIKE ANY !LL 3ITES SEARCH RESULTS PAGE )F A USER TABS TO MORE BY hPERSON v THEN THE SAME ACTIONS OCCUR BUT INSTEAD FOR THE FOLLOWING QUERY

PdcW^a) _Tab^]

4HIS QUERY SKIPS LOOKING FOR ITEMS THAT INCLUDE THE PERSON AS A KEYWORD AND RETURNS ONLY ITEMS WHERE THE PERSON IS AN AUTHOR "OTH OF THESE OPTIONS ALLOW FOR A CONVENIENT SOCIAL NETWORKING FEATURE TO FIND ITEMS RELATED TO PEOPLE TEAMMATES AND COLLEAGUES WITHIN AN 30 ENVIRONMENT

%XPERTISE 3EARCH 3HARE0OINT HAS ONE FINAL AND EXTREMELY INTERESTING FEATURE IN 3HARE0OINT 0EOPLE 3EARCH 5SERS NOW HAVE THE ABILITY TO EXECUTE AN EXPERTISE SEARCH FOR THEMSELVES WITH A SPECIAL SET OF CONTENT %XPERTISE SEARCH WHICH IS MORE COMMONLY REFERED TO AS hVANITY SEARCH v IS SIMILAR TO hGOOGLING YOURSELF v )N A STRONG EFFORT TO BUILD OUT THE SOCIAL NETWORKING FEATURES IN 3HARE0OINT WHEN A USER SEARCHES FOR HIS OR HER OWN PROFILE A FEW UNIQUE FEATURES ARE RETURNED IN ADDITION TO THE STANDARD 0EOPLE RESULT CONTENT 4HESE FEATURES CAN BE SEEN IN &IGURE

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&IGURE 6ANITY SEARCH RESULT 7HEN VIEWING YOUR OWN 0EOPLE SEARCH RESULT YOU CAN FIND YOUR !BOUT -E AND !SK -E !BOUT hBLURBSv TO THE RIGHT OF THE RESULT 4HE h!BOUT -Ev SECTION IS WHERE YOU CAN PROVIDE A PERSONAL DESCRIPTION OF YOURSELF 4HE h!SK -E !BOUTv SECTION TELLS PEOPLE ABOUT YOUR INTERESTS SKILLS

RESPONSIBILITIES AND BUSINESS SPECIALTIES "OTH OF THESE SECTIONS ARE ESSENTIALLY AN ELEVATOR PITCH OF YOURSELF TO ALL OTHER 3HARE0OINT USERS +EEPING THIS INFORMATION UP TO DATE IS ESSENTIAL FOR ORGANIZATIONS THAT RELY ON 3HARE0OINT TO CONNECT PEOPLE WITH EACH OTHER )F YOUR PROFILE IS OUT OF DATE THEN OTHER USERS MAY CONTACT YOU ABOUT PROJECTS YOU ARE NO LONGER INVOLED WITH OR MAY NOT BE ABLE TO FIND YOU FOR THE PROJECT YOU ARE CURRENTLY WORKING ON 4HE CONTENT FOR BOTH THESE SECTIONS CAN BE EDITED ON YOUR -Y3ITE PROFILE 7HEN RETURNING YOUR OWN 0EOPLE SEARCH PROFILE AS A RESULT YOU WILL ALSO BE PRESENTED WITH A UNIQE BOX BELOW THE RESULT 4HIS BOX CONVENIENTLY TITLED h(ELP PEOPLE FIND MEv CONTAINS A FEW HELPFUL TOOLS AND INFORMATION TO AID OTHER 3HARE0OINT USERS IN CONNECTING TO YOUR PROFILE /N THE LEFT SIDE OF THIS BOX IS A LINK TITLED h5PDATE -Y 0ROFILEv WHICH LANDS ON YOUR -Y 0ROFILE EDIT PAGE "ELOW THIS LINK ARE THE STATISTICS ON THE NUMBER OF TIMES OTHER 3HARE0OINT USERS EXECUTED SEARCHES THAT RETURNED YOUR PROFILE AS A RESULT 3TATISTICS ARE PRESENTED FOR SEARCHES OVER THE LAST MONTH AND THE LAST WEEK BY DEFAULT 4HE RIGHT COLUMN OF THE h(ELP PEOPLE FIND MEv BOX IS HEADED BY ANOTHER LINK TO YOUR -Y 0ROFILE EDIT PAGE TITLED h5PDATE -Y +EYWORDSv *UST LIKE DOCUMENT SEARCHING KEYWORDS ARE STRUCTURED PROPERTIES THAT 3HARE0OINT USES TO CONNECT SEARCH QUERIES TO RELEVANT RESULTS #ONSEQUENTLY CREATING ACCURATE KEYWORDS FOR YOUR USER PROFILE WILL HELP OTHER USERS RETURN YOUR PROFILE IN THEIR SEARCH RESULTS WHEN APPROPRIATE +EEPING YOUR KEYWORDS UP TO DATE IS AN EASY WAY TO IMPROVE YOUR PROFILE S RELEVANCY 4O AID IN THIS KEYWORD CREATION AN OVERVIEW OF THE KEYWORDS THAT OTHER USERS HAVE ENTERED THAT LED TO YOUR PROFILE ARE PRESENTED BELOW THE h5PDATE -Y +EYWORDSv LINK

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4HE 0REFERENCES 0AGE 4HE FINAL LINK THAT CAN BE SELECTED NEXT TO THE QUERY FIELD ON BOTH THE !LL 3ITES AND 0EOPLE SEARCH PAGES IS THE 0REFERENCES PAGE 4HIS PAGE ALLOWS USERS TO SET USER PROFILE SPECIFIC SETTINGS FOR SEARCHING SUCH AS WHETHER SEARCH SUGGESTIONS APPEAR AND THE LANGUAGES THAT ARE USED 4HE USER SELECTED SETTINGS MADE ON THIS SITE ARE APPLIED TO A USER S ENTIRE 3HARE0OINT SEARCH EXPERIENCE DISREGARDING WHICH COMPUTER THE USER USES TO ACCESS 3HARE0OINT 3ETTINGS ARE TIED TO A USER PROFILE AND NOT AN )0 ADDRESS AND ARE THE SAME ACROSS ALL WEB APPLICATIONS 4HE 0REFERENCES PAGE IS ACCESSED BY CLICKING THE 0REFERENCES LINK TO THE RIGHT OF THE SEARCH FIELD &IGURE

&IGURE 0REFERENCES PAGE LINK LOCATION !FTER CLICKING THE 0REFERENCES LINK THE USER IS NAVIGATED TO THE 0REFERENCES PAGE SHOWN IN &IGURE 4HE 3EARCH 3UGGESTIONS SETTING ENABLES OR DISABLES SEARCH SUGGESTIONS FROM THE SEARCH BOX FOR THE CURRENT USER 4HIS IS ESPECIALLY USEFUL IF THE USER ACCESSES THE SEARCH BOX VIA THE )NTERNET ON A CONNECTION WITH HIGH LATENCY 4HIS WOULD IN SOME CASES CAUSE SIGNIFICANT DELAY WHEN SHOWING SEARCH SUGGESTIONS OR OTHERWISE DISTURB THE USER EXPERIENCE OF THE PAGEÂ&#x2C6;THE REASON BEING THE ROUND TRIP BETWEEN CLIENT AND SERVER IS TAKING TOO LONG WHEN ENTERING TEXT INTO THE SEARCH BOX 4HE ,ANGUAGE SETTING IN THE 0REFERENCES PAGE IS USED TO DEFINE THE STEMMERS AND WORD BREAKERS USED FOR SEARCHING 3INCE DIFFERENT LANGUAGES INCLUDE DIFFERENT STEMMERS AND WORD BREAKERS SPECIFYING THE SET THAT 3HARE0OINT UTILIZES IF MORE THAN ONE IS AVAILABLE CAN HELP TO PROVIDE INCREASED RELEVANCE TO USERS SEARCHING ON INTERNATIONAL INSTALLATIONS

â&#x2013; .OTE -ANUALLY SELECTING LANGUAGES HELPS OVERCOME THE PROBLEM IN -/33 WHERE THE CURRENT BROWSER LANGUAGE SETTING WOULD DICTATE WHICH STEMMER AND WORD BREAKER WERE USED -ODIFYING THE PREFERENCES OVERRIDES THE BROWSER LANGUAGE SETTING THUS PROVIDING A SOLUTION TO THIS PROBLEM

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&IGURE 0REFERENCES PAGE 4HE USER CAN TURN SEARCH SUGGESTIONS ON AND OFF FOR THE LOGGED IN USER PROFILE BY CHECKING AND UNCHECKING THE CHECK BOX 4HIS SETTING IS IGNORED IF 3EARCH 3UGGESTIONS ARE TURNED OFF ON THE 3EARCH "OX 7EB 0ART 4O SPECIFY SPECIFIC LANGUAGES TO BE APPLIED TO THE SEARCH QUERY THE USER CAN SELECT THE RADIO BUTTON NEXT TO h3EARCH USING THE FOLLOWING LANGUAGESv 4HE USER CAN SELECT UP TO FIVE LANGUAGES TO USE DURING SEARCH FOR THE LOGGED IN USER PROFILE BY CHECKING AND UNCHECKING THE CORRESPONDING CHECK BOXES

3UMMARY &OR USERS THE ABILITY TO QUICKLY AND EFFICIENTLY CONNECT WITH INFORMATION IS THE METRIC BY WHICH A SEARCH INTERFACE IS MEASURED 4HIS CHAPTER HAS PRESENTED A THOROUGH EXPLORATION OF THE 30 3EARCH USER INTERFACE 4HE CHAPTER EXPLORED THE BASIC WAYS OF EXECUTING QUERIES EITHER THROUGH THE SEARCH QUERY BOX OR THE SEARCH CENTER )T HAS EXPLAINED THE FEATURES AND 7EB 0ARTS AVAILABLE IN THE !LL 3ITES AND 0EOPLE SEARCH RESULTS PAGES 4HE 3HARE0OINT QUERY LANGUAGE HAS BEEN OUTLINED IN DETAIL TO EXPLAIN HOW USERS CAN EXPAND AND REFINE SEARCHES FROM THE QUERY BOX &INALLY THE !DVANCED 3EARCH AND 0REFERENCES PAGES WERE EXPLAINED TO GUIDE USERS ON HOW TO FURTHER REFINE SEARCHES !T THIS POINT IN THIS BOOK YOU SHOULD UNDERSTAND THE BASIC HISTORY AND TERMINOLOGY AROUND SEARCH IN 3HARE0OINT BE ABLE TO PLAN THE INFRASTRUCTURE OF A DEPLOYMENT SET UP THE CRAWLER FOR VARIOUS CONTENT SOURCES DEPLOY A SEARCH CENTER

AND NOW USE THE SEARCH USER INTERFACE 4HE NEXT CHAPTER WILL DEVIATE FROM THE FRONT END USER INTERFACE AND EXPLORE HOW TO MANIPULATE THE EXPERIENCES OF THE USER INTERFACE

CHAPTER 6

â&#x2013; â&#x2013; â&#x2013;

Configuring Search Settings and the User Interface !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

5NDERSTAND AND EDIT SETTINGS ON SEARCH 7EB 0ARTS

v

5NDERSTAND ADMINISTRATIVE ASPECTS OF USER PREFERENCES

v

#REATE AND EDIT FEDERATED LOCATIONS

v

5NDERSTAND THE BEHAVIOR OF STEMMERS WORD BREAKERS PHONETICS AND NICKNAMES

v

-ANAGE KEYWORDS AND SYNONYMS

v

#REATE AND MANAGE SEARCH ALERTS

v

5NDERSTAND AND MANAGE SEARCH SUGGESTIONS

v

!DD AND MODIFY SEARCH SCOPES

v

-ANAGE SEARCH TABS AND SEARCH PAGES

%VERY DEPLOYMENT OF 3HARE0OINT BRINGS WITH IT A DIFFERENT SET OF SEARCH REQUIREMENTS &OR EXAMPLE THE INFORMATION THAT IS IMPORTANT TO AN ENGINEERING COMPANY IS VERY DIFFERENT THAN THE NEEDS OF A FINANCIAL INSTITUTION 4HE NEEDS OF VARIOUS USER GROUPS WITHIN A COMPANY ARE ALSO QUITE DIVERSE 5SERS FROM HUMAN RESOURCES MARKETING AND MANUFACTURING WILL ALL NAVIGATE TO A SEARCH CENTER WITH A DIFFERENT SET OF GOALS AND EXPECTATIONS 4O CATER TO THIS DIVERSITY 3HARE0OINT HAS BEEN DESIGNED TO CREATE FLEXIBLE SEARCH EXPERIENCES BASED ON THE NEEDS OF AN ORGANIZATION 4HE PREVIOUS CHAPTER PROVIDED A THOROUGH OVERVIEW OF THE FRONT END COMPONENTS OF THE SEARCH USER INTERFACE )T EXPLAINED THE VARIOUS 7EB 0ARTS QUERY SYNTAX AND USER SIDE FUNCTIONALITY OF SEARCH IN 3HARE0OINT (OWEVER THE CHAPTER DID NOT DISCUSS MANIPULATION OF THE SEARCH USER INTERFACE FROM AN ADMINISTRATIVE POINT OF VIEW )T DID NOT DISCUSS HOW TO CONFIGURE A SEARCH USER INTERFACE IT DETAILED ONLY HOW TO USE ONE THAT HAD ALREADY BEEN SET UP )N FACT AS NOTED THROUGHOUT #HAPTER MANY OF THE FEATURES THAT WERE DISCUSSED ARE NOT ENABLED ON THE SEARCH CENTER BY DEFAULT AND MUST BE SET UP BY THE ADMINISTRATOR 4HIS CHAPTER PICKS UP WHERE #HAPTER LEFT OFF BY DISCUSSING CONFIGURATION SETTINGS FOR THE SEARCH USER INTERFACE !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO CONFIGURE THE SEARCH EXPERIENCE OF YOUR 3HARE0OINT SEARCH CENTER AND SITES

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â&#x2013; .OTE 4HE EXPLANATION 7EB 0ART FEATURES ARE PROVIDED IN THIS CHAPTER ONLY AS A REVIEW &OR FULL DETAILS PLEASE REFER TO THE PREVIOUS CHAPTER

4HROUGHOUT THIS CHAPTER THE FOCUS IS ON UNDERSTANDING SEARCH RELATED SETTINGS WITHIN THE SEARCH USER EXPERIENCE IN 3HARE0OINT "ECAUSE OF THE LARGE NUMBER OF SETTINGS THAT CAN BE MADE WE DO NOT DISCUSS EVERY SETTING FOR EVERY COMPONENT BUT INSTEAD DISCUSS THE MOST IMPORTANT SETTINGS OF EACH 4HE FIRST PART OF THIS CHAPTER DISCUSSES TOPICS INVOLVING THE SEARCH BOX SUCH AS SETTING SCOPES REDIRECTING QUERIES CONFIGURING SUGGESTIONS AND CREATING FIXED QUERY TERMS 4HIS IS FOLLOWED BY A FOCUS ON THE PRESENTATION OF SEARCH RESULTS THE LOCATION THEY ARE PULLED FROM THE PROPERTIES THAT ARE DISPLAYED IN THE RESULT SET AND HOW TO SHOW RESULTS FROM EXISTING FEDERATED LOCATIONS 4HE CHAPTER CONTINUES TO DISCUSS THE VARIOUS SETTINGS OF THE REFINEMENT PANEL 3INCE THIS IS A SIGNIFICANT NEW FEATURE IN 303 WE DISCUSS TOPICS SUCH AS GENERAL SETTINGS AND HOW TO ADD NEW REFINEMENT CATEGORIES IN DETAIL 7E PROCEED TO DISCUSS THE ADMINISTRATIVE CONSIDERATIONS REGARDING THE 0REFERENCES PAGE AND PHONETICS 7E THEN LOOK INTO HOW TO ESTABLISH KEYWORDS AND BEST BETS IN ORDER TO PUSH CONTENT TO USERS !N EXPLANATION OF ALERT SETTINGS IS PROVIDED BEFORE A DEEP DIVE INTO SCOPES 4HE CHAPTER CONCLUDES BY EXPLAINING HOW TO CREATE NEW SEARCH TABS ON A SEARCH CENTER -ANY TIMES SEARCH RELATED SETTINGS CAN BE HARD TO FIND AND TWEAKS CAN CAUSE UNFORESEEN COMPLEXITIES 7HEN DESCRIBING SEARCH SETTINGS WE GIVE SPECIAL ATTENTION TO IMPLICATIONS REQUIRING POSSIBLE PITFALLS AND PROVIDE RECOMMENDATIONS FOR DIAGNOSING AND AVOIDING COMMON PROBLEMS )N ADDITION WHENEVER SETTINGS DEPEND ON CONFIGURATIONS DONE AT THE 3EARCH SERVICE APPLICATION 33! OR SITE COLLECTION LEVEL A REFERENCE TO THE APPROPRIATE SECTIONS WILL BE NOTED

7EB 0ARTS 3HARE0OINT CONTAINS NEW 7EB 0ARTS AS WELL AS SIGNIFICANT IMPROVEMENTS TO EXISTING 7EB 0ARTS IN 3HARE0OINT 7HAT IS IMMEDIATELY CLEAR FROM LOOKING AT THE 7EB 0ART SETTINGS IS HOW 83, TEMPLATE MANAGEMENT AND INCLUDED PROPERTIES CONFIGURATION CALLED COLUMNS IN THE 7EB 0ART SETTINGS HAVE BEEN CHANGED TO BE CENTRALLY MANAGED BY DEFAULT FROM #ENTRAL !DMINISTRATION 4HIS IS COVERED IN #HAPTER 4HIS SUPPORTS BOTH CENTRAL MANAGEMENT OF THE LOOK AND FEEL AS WELL AS THE NEW FEDERATED STRUCTURE !NOTHER NOTICEABLE THING ABOUT SEARCH 7EB 0ARTS IS THE NEW ,OCATIONS SELECTOR )N 3HARE0OINT THE ARCHITECTURE WAS BASED ON 3HARED 3ERVICES 0ROVIDERS .OW IT IS BASED ON 3EARCH SERVICE APPLICATIONS 33!

WHICH ARE CONSTRUCTED AROUND A FEDERATED MODEL %VEN SEARCHING LOCATIONS IN 3HARE0OINT THE 3HARE0OINT SEARCH INDEX AND PROPERTY STORE IS A FEDERATED SEARCH 4HIS IS REFLECTED IN THE NEW 7EB 0ART SETTINGS &EDERATED SEARCH IS COVERED IN MORE DETAIL LATER IN THIS CHAPTER

7EB 0ART 3ETTINGS 7EB 0ART SETTINGS ARE STORED INDIVIDUALLY FOR EACH INSTANCE OF A 7EB 0ART 4HEY ARE ALSO CONFIGURED DIRECTLY FROM THE 7EB 0ART ITSELF 4O START EDITING 7EB 0ARTS CLICK THE 0AGE TAB ON THE RIBBON AND CLICK %DIT &IGURE 4HIS WILL CHANGE THE PAGE TO %DIT MODE )F THE RIBBON IS NOT SHOWING IT CAN BE ENABLED FROM THE 3ITE !CTIONS MENU

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&IGURE 2IBBON WITH 0AGE TAB ACTIVE /PEN THE APPROPRIATE 7EB 0ART CONTEXT MENU AND CHOOSE %DIT 7EB 0ART &IGURE 4HIS WILL OPEN THE 7EB 0ART SETTINGS MENU .OTE THAT THE 7EB 0ART SETTINGS MENU IS LOCATED IN THE UPPER RIGHT CORNER OF THE 7EB 0ART PAGE AND THAT THE PAGE DOES NOT AUTOMATICALLY SCROLL TO THAT LOCATION SO IT MIGHT BE REQUIRED TO MANUALLY SCROLL TO THE TOP OF THE PAGE TO FIND THE SETTINGS MENU

&IGURE !CCESSING 7EB 0ART SETTINGS 4HE 7EB 0ART CONTEXT MENU ALSO CONTAINS OPTIONS FOR DELETING THE 7EB 0ART OR EXPORTING IT 7EB 0ARTS THAT ARE EXPORTED PRESERVE THEIR CONFIGURATION 4HIS MEANS THAT A CONFIGURED 7EB 0ART CAN BE EXPORTED AND LATER IMPORTED AGAIN EITHER IN THE SAME PLACE OR ON A DIFFERENT 7EB 0ART PAGE WITH THE SAME CONFIGURATION 4HE FOLLOWING SECTIONS WILL COVER THE SETTINGS MOST ADMINISTRATORS SHOULD KNOW OR CONSIDER CHANGING WHEN PLANNING TO UTILIZE SEARCH IN 3HARE0OINT

3EARCH "OX 4HE 3EARCH "OX 7EB 0ART IS USED TO RECEIVE THE USER QUERY INPUT AND FORWARD THE INPUT TO A SEARCH RESULTS PAGE )N THIS SECTION WE WILL LOOK AT THE FOLLOWING SEARCH RELATED SETTINGS &IGURE OF THE SEARCH BOX 3COPES 1UERY 2EDIRECTION 1UERY 3UGGESTIONS AND !DDITIONAL 1UERY 4ERMS

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&IGURE 3EARCH "OX SETTINGS !S WITH ALL 7EB 0ARTS IN SEARCH CENTERS BOTH THE SEARCH PAGES AND THE SEARCH RESULT PAGES CONTAIN A 3EARCH "OX 7EB 0ART 4HOSE ARE CONFIGURED INDEPENDENTLY 4HIS IS ESPECIALLY USEFUL AS THE SEARCH DIALOG 7EB 0ART ON MULTIPLE SEARCH PAGES CAN REDIRECT TO THE SAME SEARCH RESULT PAGE 4HIS ALLOWS A CUSTOMIZED LOOK FEEL AND BEHAVIOR OF THE SEARCH DIALOGS LOCATED ON DIFFERENT SEARCH AND SEARCH RESULT PAGES

WITHOUT THE HASSLE OF CREATING MULTIPLE RESULT PAGES

3COPES 4HE SEARCH BOX CAN BE CONFIGURED TO USE SCOPES IN A NUMBER OF DIFFERENT WAYS &IGURE %ITHER A SCOPE CAN BE USED IMPLICITLY OR A SCOPE DROP DOWN CAN BE CONFIGURED TO BE DISPLAYED 4HIS ALLOWS THE USER TO SELECT WHICH SCOPE TO SEARCH )T IS PREFERABLE TO PROVIDE A DESCRIPTION FOR THE DROP DOWN LABEL TO HELP USERS IDENTIFY THE PURPOSE OF THE SCOPES 2EAL LIFE EXPERIENCE SHOWS THAT USERS ARE OFTEN RELUCTANT TO USE ADVANCED SEARCH FEATURES SUCH AS SCOPES IF IT IS NOT VERY CLEAR TO THEM WHY THEY CAN BENEFIT FROM THEM

&IGURE #HOOSING A SCOPE VISIBILITY MODE &ROM THE 3COPES DROP DOWN &IGURE YOU CAN CONFIGURE WHICH SCOPES SHOULD BE DISPLAYED 4HIS WAY THE SEARCH BOX CAN BE CONFIGURED TO EITHER USE HARD CODED SCOPE SETTINGS OR TO RECEIVE ITS SCOPE SETTING FROM THE 52, PARAMETER

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&IGURE 0OSSIBLE SCOPE VISIBILITY MODES h#ONTEXTUAL SCOPEv MEANS THE DISPLAYED SCOPE SELECTOR WILL SHOW SCOPES DEFINED FOR THE CURRENT SITE CONTEXT 4HE DEFAULT SETTING IS TO USE THE DEFAULT SCOPE OF THE TARGET RESULTS PAGE /THER OPTIONS ARE TO USE THE 52, PARAMETER WHICH COULD BE RELEVANT IF THE QUERY IS REDIRECTED FROM ANOTHER SEARCH CENTER OR ANOTHER EXTERNAL LINK FROM WHERE A SPECIFIC SCOPE SHOULD BE SET AS DEFAULT

1UERY 2EDIRECTION 1UERY REDIRECTION &IGURE ENABLES THE PERFORMED QUERY TO BE REDIRECTED TO A SEARCH RESULTS PAGE ON ANOTHER SEARCH CENTER 2EDIRECTION IS ESPECIALLY USEFUL FOR WHEN PUTTING SEARCH DIALOGS ON CUSTOM PAGES OUTSIDE THE SEARCH CENTERS 4HIS WAY THE CREATOR CAN CHOOSE WHICH SEARCH CENTER SHOULD HANDLE THE QUERY WHILE STILL ALLOWING THE SEARCH TO BE PERFORMED USING A SPECIFIC SCOPE GIVEN THAT THE RESULTS PAGE IS CONFIGURED TO USE THE SCOPE FROM THE 52, PARAMETER 1UERY REDIRECTIONS ARE CONFIGURED BY SPECIFYING THE h4ARGET SEARCH RESULT PAGE 52,v 4HE 52, SHOULD BE ENTERED AS A RELATIVE PATH

&IGURE 3ETTING QUERY REDIRECTION TO A SPECIFIC RESULTS PAGE 4HE SCOPE DISPLAY GROUP DEFINES THE GROUP OF SCOPES THAT SHOULD BE DISPLAYED TO THE USER -ANAGING SCOPES IS DESCRIBED IN DETAIL LATER IN THIS CHAPTER 4HIS WAY THE CREATOR OF THE SEARCH CENTER OR THE PAGE CONTAINING THE SEARCH DIALOG CAN CHOOSE WHICH SUBSET OF THE AVAILABLE SCOPES TO ENABLE FOR THE GIVEN SEARCH BOX

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1UERY 3UGGESTIONS

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1UERY SUGGESTIONS OR SEARCH SUGGESTIONS AS THEY ARE COMMONLY CALLED ARE SHOWN AS A DROP DOWN ON THE SEARCH BOX AS THE USER TYPES IN SEARCH TERMS 3EARCH SUGGESTIONS ARE SHOWN AS hSEARCH AS YOU TYPE v IF ANY SUGGESTIONS EXIST THAT MATCH THE TEXT IN THE SEARCH BOX (OWEVER TURNING ON THIS FEATURE &IGURE BUT SELECTING THE 3HOQ QUERY SUGGESTIONS CHECK BOX DOES HAVE SOME SIGNIFICANT DRAWBACKS THAT NEED TO BE CONSIDERED &IRST THE SCOPE FROM WHICH SUGGESTIONS ARE GENERATED IS FARM WIDE WHICH MEANS THAT CERTAIN SEARCH TERMS MIGHT HAVE A DIFFERENT MEANING FOR DIFFERENT DEPARTMENTS IN AN ORGANIZATION !LSO IT IS NOT ALWAYS DESIRED THAT A SPECIFIC TERM SHOULD YIELD A SEARCH SUGGESTION IN ALL SEARCH CENTERS !N EXAMPLE COULD BE THAT SEARCHING FOR THE WORD hTAXv SHOULD YIELD SEARCH SUGGESTIONS ON CURRENT TAX RELATED ISSUES IN A FINANCE DEPARTMENT WHEREAS IN THE SALES DEPARTMENT IT SHOULD YIELD SUGGESTIONS ON TAX RELATED TO DIFFERENT PRODUCT GROUPS AND MARKETS INSTEAD !NOTHER ASPECT IS SECRECY )T MIGHT NOT BE DESIRED THAT EVERYBODY HAVE ACCESS TO SUGGESTIONS OF SEARCHES PERFORMED BY MANAGEMENT 4HESE SEARCHES MIGHT HAVE A PRIVATE NATURE &OR THESE REASONS IT SHOULD BE CONSIDERED WHETHER SUGGESTIONS ARE FEASIBLE FOR A GIVEN ORGANIZATION OR CORPORATION

&IGURE %NABLING QUERY SUGGESTIONS 4URNING ON QUERY SUGGESTIONS INTRODUCES SOME OVERHEAD AS NEW REQUESTS TO THE WEB APPLICATION AND IN TURN TO THE SEARCH DATABASE ARE MADE EACH TIME THE USER ENTERS NEW TEXT 4HIS CAN BE MITIGATED TO SOME DEGREE BY INTRODUCING A SUGGESTION DELAY AND BY RESTRICTING THE NUMBER OF SUGGESTIONS TO DISPLAY )F A SEARCH BOX HAS HEAVY TRAFFIC IT CAN BE A GOOD IDEA TO TURN OFF QUERY SUGGESTIONS TO IMPROVE PERFORMANCE

â&#x2013; .OTE 5SERS CAN DISABLE QUERY SUGGESTIONS ON THE 5SER 0REFERENCES PAGE ON THE SEARCH BOX 5SERS CANNOT ENABLE QUERY SUGGESTIONS ON THE 5SER 0REFERENCES PAGE IF THEY HAVE BEEN DISABLED ON THE 3EARCH "OX 7EB 0ART

!DDITIONAL 1UERY 4ERMS )N THE 1UERY 4EXT "OX SETTINGS PANEL &IGURE IT IS POSSIBLE TO SPECIFY ADDITIONAL QUERY TERMS !DDITIONAL QUERY TERMS ALLOW THE SITE ADMINISTRATOR TO DEFINE ADDITIONAL TERMS TO BE APPLIED TO THE

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SEARCH 4HIS WAY THE SEARCH BOX CAN BE TARGETED TO SPECIFIC QUERIES THAT ARE FEASIBLE IN THE GIVEN CONTEXT OF THE SEARCH BOX )N ORGANIZATIONS THIS COULD BE USED TO FURTHER SCOPE THE RESULTS OF A SPECIFIC SEARCH PAGE &OR AN ORGANIZATION THAT HAS A PUBLIC FACING WEB SITE WITH A LOT OF SUBSITES EACH RELATING TO A SPECIFIC TOPIC IT MIGHT BE USEFUL THAT QUERIES PERFORMED IN THE SEARCH BOX OR SEARCH CENTER OF THAT SITE RETURN ONLY ITEMS RELEVANT TO THAT PARTICULAR SITE BUT NOT LIMITED TO SPECIFIC CONTENT BY THE NORMAL SCOPES GROUP !N EXAMPLE COULD BE A HELP ORGANIZATION THAT HAS COUNTRY SPECIFIC SITES )T COULD LIMIT THE SEARCH RESULT SET OF QUERIES PERFORMED ON EACH COUNTRY SPECIFIC SITE TO YIELD ONLY RESULTS THAT CONTAIN THAT PARTICULAR COUNTRY NAME DISREGARDING THE ACTUAL LOCATION OF THE RESULT

&IGURE !UGMENTING THE QUERY )F THE TERMS INFO AND LOCAL ARE SPECIFIED AS IN &IGURE THE SEARCH RESULT SET WILL NOW BE DEPENDENT ON THESE ADDITIONAL TERMS BEING PRESENT )T IS RECOMMENDED TO USE THE h!DDITIONAL QUERY DESCRIPTION LABELv AND THE h1UERY BOX PROMPT STRINGv TO GIVE THE USER HINTS ABOUT THE PURPOSE OF THE GIVEN SEARCH BOX AS SHOWN IN &IGURE

&IGURE %XAMPLE OF HINTS WHEN USING QUERIES AUGMENTED WITH A FIXED KEYWORD )T IS IMPORTANT TO UNDERSTAND THAT ADDING QUERY TERMS TO LIMIT THE SEARCH RESULTS RETURNED DOES NOT REPLACE PROPER SECURITY TRIMMING )T SHOULD BE USED ONLY IN CASES WHERE THE CONTEXT OF THE SEARCH MAKES IT RELEVANT TO APPEND QUERY TERMS TO NARROW DOWN SEARCH RESULTS

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3EARCH #ORE 2ESULTS 4HE 3EARCH #ORE 2ESULTS 7EB 0ART IS USED TO EXECUTE AND DISPLAY SEARCH RESULTS 4HE QUERY ITSELF IS SPECIFIED AS 52, PARAMETERS 4HE QUERY CAN BE AUGMENTED AND OR MODIFIED BY SETTINGS ON THE 7EB 0ART )N THIS SECTION WE WILL LOOK AT CONFIGURING THE FOLLOWING SEARCH RELATED SETTINGS &IGURE OF THE 3EARCH #ORE 2ESULTS ,OCATION 0ROPERTIES &IXED !PPENDED 1UERY 4ERMS AND ,ANGUAGE AND -ETADATA AND 3ORTING !LSO ON THIS 7EB 0ART THE LAYOUT OF THE SEARCH RESULTS CAN BE CUSTOMIZED USING 83,4 WHICH IS A TEMPLATE THAT IN 3HARE0OINT IS USED TO TRANSFORM THE 8-, OUTPUT OF THE 7EB 0ART SETTINGS AND SEARCH RESULTS INTO (4-, WHICH IS THEN DISPLAYED TO THE USER IN THE BROWSER 3OME EXAMPLES OF HOW TO MODIFY THE 83,4 OF THE 3EARCH #ORE 2ESULTS 7EB 0ART ARE GIVEN IN #HAPTER

&IGURE 3EARCH #ORE 2ESULTS SETTINGS

,OCATION 0ROPERTIES 0ER DEFAULT THE 3EARCH #ORE 2ESULTS 7EB 0ART IS UNSCOPED AS SHOWN IN &IGURE BUT IT USES THE SCOPE DEFINED BY THE 52, PARAMETER hSv IF DEFINED 9OU CAN CONFIGURE A DEFAULT SCOPE TO USE IF NO hSv PARAMETER IS GIVEN 4HE hSv PARAMETER IS ESPECIALLY USEFUL IN CASES WHERE A DIRECT LINK TO THE SEARCH RESULTS PAGE IS GIVEN 3UCH SCENARIOS COULD BE A LINK ON A CONTENT PAGE WHERE THE LINK THEN INCLUDES SEARCH TERMS AND SCOPES FOR A SPECIFIC TOPIC RELATED TO THAT PAGE &OR INSTANCE AN ORGANIZATION COULD HAVE A LINK TO A 0EOPLE SEARCH RESULTS PAGE FOR PEOPLE IN A SPECIFIC DEPARTMENT INSTEAD OF HAVING TO MAINTAIN THAT INFORMATION ON THE PAGE ITSELF 4O SET A HARD CODED SCOPE ENTER THE SCOPE NAME IN THE 3COPE TEXT BOX

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&IGURE #HOOSING A SEARCH LOCATION 4HE ,OCATION PROPERTY &IGURE IS USED TO ALLOW SELECTION BETWEEN LOCAL AND FEDERATED LOCATIONS 4HE SELECTED ,OCATION PROPERTY ALSO AFFECTS WHICH METADATA PROPERTIES CAN BE INCLUDED IN THE SEARCH RESULTS 7EB 0ART

&IGURE 0OSSIBLE FEDERATED SEARCH LOCATIONS ,OCAL OPTIONS INCLUDE THE FOLLOWING v

,OCAL 3EARCH 2ESULTS 4HIS IS USED FOR NORMAL SEARCHING

v

,OCAL 0EOPLE 3EARCH 2ESULTS 4HE ONLY HARD CODED SCOPE IN 30 PEOPLE SEARCHING INCLUDES SPECIAL FUNCTIONALITY TO SUPPORT BETTER SEARCHING FOR SIMILAR SPELLED NAMES ETC

v

,OCAL &!34 3EARCH 2ESULTS 4HIS IS USED FOR NORMAL SEARCHING WITH &!34

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&EDERATED OPTIONS INCLUDE THE FOLLOWING v

)NTERNET 3EARCH 2ESULTS &EDERATED SEARCH RETURNING RESULTS FROM -ICROSOFT S ,IVE 3EARCH

v

)NTERNET 3EARCH 3UGGESTIONS &EDERATED RELATED SEARCHES SUGGESTIONS FROM -ICROSOFT ,IVE 3EARCH

v

#USTOM &EDERATED ,OCATIONS !NY CUSTOM DEFINED FEDERATED LOCATIONS WILL ALSO SHOW UP AS A SELECTABLE OPTION

â&#x2013; .OTE .EW LOCATIONS ARE ADDED USING THE &EDERATED ,OCATIONS PAGE ON THE 33!

AS DESCRIBED LATER IN THIS CHAPTER

&IXED !PPENDED 1UERY 4ERMS AND ,ANGUAGE 4HE 2ESULTS 1UERY /PTIONS DIALOG &IGURE HAS OPTIONS FOR DEFINING BOTH FIXED QUERIES AND AUTO APPENDING PRE DEFINED QUERY TERMS TO THE USER S QUERY )T ALSO HAS A SETTING FOR MODIFYING THE QUERY BEHAVIOR BY SPECIFYING A QUERY LANGUAGE

&IGURE 3ETTING QUERY LANGUAGE AND AUGMENTING THE QUERY OF 3EARCH #ORE 2ESULTS 7EB 0ART

1UERY ,ANGUAGE /NE OF THE MOST IMPORTANT AND OFTEN IGNORED OPTIONS IS THE QUERY LANGUAGE !LL MODERN BROWSERS ALLOW THE USER TO DEFINE A BROWSER LANGUAGE 4HIS IS NOT THE LANGUAGE OF THE BROWSER INTERFACE BUT THE LANGUAGE PREFERENCE SUBMITTED TO WEB SITES 4HE RESULT SET RETURNED BY 3HARE0OINT OR MOST FEDERATED LOCATIONS IS AFFECTED BY THE LANGUAGE PREFERENCE ! COMMON CONFUSION FOR END USERS IS WHY CERTAIN RESULTS ARE NOT

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RETURNED OR WHY THEY GET DIFFERENT RESULTS RETURNED WHEN PERFORMING THE SAME SEARCH ON DIFFERENT COMPUTERS 3ETTING A DEFAULT LANGUAGE FORCES THE SEARCH TO BE EXECUTED USING A SPECIFIC LANGUAGE WORD BREAKER NOISEWORD TABLE AND STEMMING IF ENABLED

&IXED 3EARCHES 4HE &IXED +EYWORD 1UERY SETTING IS AN EASY WAY TO DEFINE SPECIFIC SEARCHES THAT DO NOT REQUIRE USER INPUT 4HE 3EARCH #ORE 2ESULTS 7EB 0ART CAN BE PLACED ON ANY PAGE )F A FIXED KEYWORD QUERY IS DEFINED

THE RESULTS VIEW WILL AUTOMATICALLY BE POPULATED WITH THE CORRESPONDING RESULTS WHEN THE USER ENTERS THAT PAGE 4HE MAIN REASON THIS IS SUCH A POWERFUL OPTION IS THAT IT ALSO ACCEPTS COMPLEX QUERIES )T IS POSSIBLE TO SET THE FIXED KEYWORD QUERY TO ALWAYS SEARCH AND DISPLAY NEWS FROM A SPECIFIC DEPARTMENT IN A GIVEN TIME FRAME USING A DEPARTMENT MANAGED PROPERTY AND ONE OF THE DATE PROPERTY VALUES

!PPENDED 3EARCHES )T IS ALSO POSSIBLE TO APPEND TEXT TO THE EXISTING QUERY SIMILAR TO THE 3EARCH "OX 7EB 0ART 4HIS ALLOWS ALL QUERIES REDIRECTED TO THE GIVEN PAGE CONTAINING THIS 3EARCH #ORE 2ESULTS 7EB 0ART TO BE AUGMENTED BY THIS APPENDED TEXT 4HE RELEVANCY IS FOR EXAMPLE IF THE SEARCH CENTER IS TARGETING SPECIFIC CONTENT 4HUS THE APPENDED TEXT ACTS AS A RESULT SET FILTER

-ETADATA AND 3ORTING 4HE #USTOM COLUMNS SETTING WHICH IS CONFIGURED BY EDITING THE &ETCHED 0ROPERTIES TEXT BOX &IGURE

IS USED TO SPECIFY THE METADATA TO OUTPUT TO THE SEARCH RESULT 8-, 4HIS ALLOWS CUSTOM PROPERTIES OR METADATA TO BE DISPLAYED BY MODIFYING THE 83,4 TEMPLATE )N #HAPTER AN EXAMPLE IS GIVEN OF HOW TO ADD RATINGS METADATA AND DISPLAY IT BY MODIFYING THE 83,4

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE #ONFIGURING SEARCH OUTPUT 4HE ,OCATION PROPERTY WHICH SPECIFIES THE LOCATION TO FETCH PROPERTIES FROM AFFECTS WHICH METADATA PROPERTIES WILL BE AVAILABLE &OR THE SELECTED LOCATION ONLY PROPERTIES RELEVANT TO THIS LOCATION ARE AVAILABLE 4HE RELEVANT PROPERTIES ARE DEFINED AT 3EARCH SERVICE APPLICATION LEVEL IF IT IS A 3HARE0OINT LOCATION &OR OTHER LOCATIONS OUTSIDE 3HARE0OINT THEY ARE NOT )F 5SE ,OCATION 6ISUALIZATION IS SELECTED THE FETCHED PROPERTIES ARE AUTOMATICALLY POPULATED AND THE SECTION IS GRAYED OUT )F IT IS REQUIRED TO EDIT WHICH COLUMNS TO FETCH AND OUTPUT DESELECT 5SE ,OCATION 6ISUALIZATION 4HIS MAKES THE FETCHED PROPERTIES TEXT BOX EDITABLE )F THE &ETCHED 0ROPERTIES ARE CONFIGURED TO INCLUDE A PROPERTY THAT IS NOT AVAILABLE FROM THE LOCATION THAT PROPERTY WILL NOT BE INCLUDED IN THE 8-, OUTPUT FROM THE 7EB 0ART WHICH MEANS THAT IT HAS NO EFFECT WHEN USED IN AN 83,4 TEMPLATE 4O EDIT THE LOCATION VISUALIZATION GO TO THE 3EARCH SERVICE APPLICATION AND OPEN ,OCAL 3EARCH 2ESULTS &EDERATED ,OCATION (ERE A NEW SECTION FOR THE #ORE 3EARCH 2ESULTS METADATA IS ADDED 4HE BENEFIT IS THAT IT ALLOWS A CONSISTENT LOOK AND FEEL TO BE DEFINED FOR SEARCH RESULTS ON ALL SEARCH CENTERS ON THE FARM !S MENTIONED THIS CAN BE OVERRIDDEN LOCALLY BY UNCHECKING THE 5SE ,OCATION 6ISUALIZATION CHECK BOX AND DEFINING WHICH COLUMNS TO OUTPUT 4O ADD A CUSTOM COLUMN AND DISPLAY IT IN THE 3EARCH #ORE 2ESULTS 7EB 0ART DO THE FOLLOWING

#HECK FOR CRAWLED PROPERTY -AKE SURE THE CUSTOM PROPERTY IS CRAWLED 4HIS CAN BE DONE BY SEARCHING FOR IT IN THE CRAWLED PROPERTIES COLLECTION ON THE RELEVANT 3EARCH APPLICATION

#REATE MANAGED PROPERTY #REATE A NEW MANAGED PROPERTY AND MAP THIS MANAGED PROPERTY S CUSTOM COLUMN CRAWLED PROPERTY

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

!DD PROPERTY TO 7EB 0ART OUTPUT /N THE $ISPLAY 0ROPERTIES GROUP OF THE 3EARCH #ORE 2ESULTS 7EB 0ART ADD THE NEW PROPERTY TO THE #OLUMNS SECTION BY TYPING THE NEW COLUMN NAME AS +2^[d\] =P\T,|Rdbc^\N_a^_Tach| -

!DD PROPERTY TO 83, !DD THE COLUMN FOR THE CUSTOM PROPERTY TO THE 83, TEMPLATE SUCH THAT IT GETS RENDERED 4HIS IS DONE BY CLICKING THE 83, %DITOR BUTTON WHICH OPENS THE BROWSER BASED 83, TEXT EDITOR ,OCATE AND APPLY THE APPROPRIATE RENDERING LOGIC INSIDE +gb[)cT\_[PcT \PcRW,|ATbd[c|-

!NOTHER IMPORTANT OPTION IS THE $EFAULT 2ESULTS 3ORTING SETTING )N STANDARD 3HARE0OINT 3EARCH

IT IS NOT POSSIBLE TO CONFIGURE SORTING FOR PROPERTIES OTHER THAN 2ANKING AND -ODIFIED $ATE 4HIS IS POSSIBLE IN &!34 SEARCH WHERE SORTING CAN BE CONFIGURED FOR ALL METADATA PROPERTIES INCLUDING CUSTOM PROPERTIES

â&#x2013; .OTE #RAWLED PROPERTIES ARE PREFIXED BY AN ACRONYM FOR ITS TYPENAME )F THE CUSTOM PROPERTY IS OF TYPE STRING AND THE NAME IS hRdbc^\N_a^_Tachv THE CRAWLED PROPERTY WILL BE h^fbNRdbc^\N_a^_Tachv

4OP &EDERATED 2ESULTS 4HE 4OP &EDERATED 2ESULTS 7EB 0ART SETTINGS &IGURE ARE USED TO EXECUTE AND DISPLAY SEARCH RESULTS FROM FEDERATED LOCATIONS 4HEY CONTAIN THE SAME SEARCH SETTINGS AS THE 3EARCH #ORE 2ESULTS 7EB 0ART WITH THE EXCEPTION OF THE ,OCATION PROPERTIES ! NOTABLE ADVANTAGE OF THIS 7EB 0ART IS THE OPTION TO AGGREGATE RESULTS FROM SEVERAL LOCATIONS )N THIS SECTION WE WILL LOOK AT THE FOLLOWING SEARCH RELATED SETTINGS OF THE 4OP &EDERATED 2ESULTS CHOOSING A FEDERATED LOCATION AND USING THE ASYNCHRONOUS !JAX OPTIONS (OW TO CREATE AND EDIT LOCATIONS IS COVERED LATER IN THIS CHAPTER

&IGURE 4OP &EDERATED 2ESULTS SETTINGS

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

#HOOSING A &EDERATED ,OCATION 4O USE ANY NEW FEDERATED LOCATION CHOOSE IT FROM THE ,OCATION DROP DOWN !LTERNATIVELY THE PRE DEFINED )NTERNET 3EARCH 2ESULTS LOCATION CAN BE SELECTED 4HIS SEARCHES Wcc_) QX]V R^\ USING THE /PEN3EARCH STANDARD AND 233 4O COMPLETE THE CONFIGURATION FOLLOW THESE STEPS 4HE RESULTS ARE SHOWN IN &IGURE

!FTER SELECTING A LOCATION CLICK !PPLY AND THEN /+

#LICK 3TOP %DITING ON THE RIBBON AND TEST THE NEW SETTINGS WITH A QUERY

&IGURE %XAMPLE OF TOP FEDERATED RESULTS

5SING THE !SYNCHRONOUS !JAX /PTIONS /NE OF THE IMPORTANT BUT OFTEN OVERLOOKED FEATURES IS THE OPTION TO USE ASYNCHRONOUS LOADING OF FEDERATED SEARCH RESULTS &IGURE 3OME FEDERATED SOURCES MAY RESPOND SLOWLY CAUSING THE USER INTERFACE IN 30 TO SEEM UNRESPONSIVE

&IGURE !SYNCHRONOUS LOADING OF EXTERNAL CONTENT

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

0ER DEFAULT THE USER INTERFACE WILL NOT RENDER UNTIL THE ENTIRE PAGE IS READY WHICH INCLUDES FETCHING ALL FEDERATED SEARCH RESULTS 4O AVOID THIS IT IS RECOMMENDED TO USE THE %NABLE !SYNCHRONOUS ,OAD OPTION FOR FEDERATED LOCATIONS OUTSIDE YOUR COMPANY S CONTROL

2EFINEMENT 0ANEL ! NEW 7EB 0ART IN 30 IS THE 2EFINEMENT 0ANEL 7EB 0ART ALSO KNOWN AS THE REFINEMENT PANEL 4HE 7EB 0ART ALLOWS USERS TO DRILL DOWN THROUGH THE SET OF SEARCH RESULTS BASED UPON MANAGED PROPERTIES

METADATA AND OTHER CRITERIA /NE THING TO PAY ATTENTION TO IS THAT REFINERS IN 3HARE0OINT ARE NOT DEEP REFINERS 4HEY ARE BASED ON ANALYSIS OF A SUBSET OF THE FULL RESULT SET /NLY &!34 OFFERS DEEP REFINERS )N THIS SECTION WE WILL LOOK AT THE FOLLOWING SEARCH RELATED SETTINGS &IGURE OF THE REFINEMENT PANEL h'ENERAL REFINER SETTINGS v h!DDING CUSTOM REFINEMENTS FROM MANAGED METADATA COLUMNS v AND h!DDING CUSTOM REFINEMENTS FROM MANAGED PROPERTIES v

&IGURE 2EFINEMENT 0ANEL SETTINGS 4O THE LEFT OF &IGURE THE SET OF REFINEMENTS THAT IS AVAILABLE OUT OF THE BOX IS SHOWN 4HESE ARE ALL PRECONFIGURED IN 3HARE0OINT 4HERE ARE A NUMBER OF REFINEMENTS BUILT IN INCLUDING FILE TYPE SITE

AUTHOR MODIFIED DATE AND TAXONOMY KEYWORDS IF ANY ARE AVAILABLE

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#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE %XAMPLE OF DEFAULT REFINERS IN 30

'ENERAL 2EFINER 3ETTINGS 4HE REFINER 7EB 0ART HAS SOME POWERFUL SETTINGS &IGURE ALLOWING EASY IMPLEMENTATION OF CUSTOM REFINEMENT CATEGORIES BASED ON MANAGED METADATA COLUMNS AND MANAGED PROPERTIES

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE 2EFINEMENT CONFIGURATION 4HE &ILTER #ATEGORY $EFINITION PROPERTY IS A 8-, FIELD WHERE EACH CATEGORY IS SPECIFIED 7E LL ALSO LOOK AT THAT LATER IN THE CHAPTER 4HE ACCURACY INDEX IS THE NUMBER OF RESULTS IT LOOKS AT TO DETERMINE THINGS TO REFINE 7HAT THIS DOES MEAN IS THAT IF THERE IS SOMETHING UNIQUE TO REFINE ON BUT IT DOESN T OCCUR UNTIL RESULT NUMBER THEN IT WILL NOT BE INCLUDED 4HE ACCURACY INDEX HAS A HARD CODED UPPER LIMIT OF TO AVOID EXCESSIVE RESOURCE USAGE 4HE MAXIMUM NUMBER OF CATEGORIES TO DISPLAY CAN BE SPECIFIED 4HIS IS SET TO SIX BY DEFAULT %XCLUSION WILL BE PERFORMED BY THE ORDERING OF THE CATEGORIES IN THE &ILTER #ATEGORY $EFINITION 4HE 5SE $EFAULT #ONFIGURATION CHECK BOX CONTROLS IF DEFAULT OR CUSTOM VALUES WILL BE USED

â&#x2013; .OTE 4HE 5SE $EFAULT #ONFIGURATION CHECK BOX MUST BE UNCHECKED WHEN MODIFYING THE FILTER CATEGORY DEFINITION AND OTHER SETTINGS /THERWISE ANY EDITED SETTINGS WILL NOT TAKE EFFECT

!DDING A 2EFINER #ATEGORY FROM -ANAGED -ETADATA #OLUMNS )T IS VERY EASY TO ADD A NEW REFINER CATEGORY IF THE COLUMN TYPE IS MANAGED METADATA )N THIS CASE THE 3HARE0OINT SEARCH ENGINE WILL AUTOMATICALLY CREATE MANAGED PROPERTIES OUT OF THE CRAWLED PROPERTIES 4HE ONLY MANUAL STEP INCLUDED IS TO ADD THE APPROPRIATE 8-, TO THE 2EFINEMENT 0ANEL &ILTER #ATEGORY $EFINITION 8-, FILE )T IS POSSIBLE TO SET MANY MORE OPTIONS THAN THE ONES SHOWN IN ,ISTING

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

,ISTING 8-, FOR -ANAGED -ETADATA #OLUMN +2PcTV^ah CXc[T, 5XT[S =P\T !

Ch_T, <XRa^b^Uc >UUXRT BTaeTa BTPaRW FTQ2^]ca^[b CPg^]^\h5X[cTa6T]TaPc^a ! <P__TS?a^_Tach, ^fbN<TcPSPcP5PRTc8]U^ <^aT;X]ZCTgc, BW^f <^aT <TcPSPcPCWaTbW^[S, ! =d\QTa>U5X[cTabC^3Xb_[Ph, $ -

4HESE ARE THE MINIMUM REQUIRED OPTIONS IN THE 8-, v

4ITLE IS THE NAME OF THE COLUMN OR FIELD THAT THE MANAGED METADATA IS MAPPED TO 4YPE HAS TO BE SET TO 4AXONOMY&ILTER'ENERATOR FOR -ANAGED -ETADATA FIELDS 4HE MAPPED PROPERTY FOR -ANAGED -ETADATA FIELDS HAS TO BE SET TO ^fbN<TcPSPcP5PRTc8]U^

5NCHECK THE 5SE $EFAULT #ONFIGURATION OPTION AND EXECUTE A SEARCH THAT YIELDS MULTIPLE VALUES FOR THE ADDED MANAGED METADATA COLUMN )N THE DEFAULT &ILTER $EFINITION #ONFIGURATION FILE TWO CATEGORIES ARE PER DEFAULT DEFINED IN THIS FASHION 4HESE ARE -ANAGED -ETADATA #OLUMNS AND 4AGS 4HE DIFFERENCE BETWEEN THE TWO IS THAT THE 4AGS CATEGORY IS USED FOR THE ENTERPRISE KEYWORDS WHILE THE -ANAGED -ETADATA #OLUMNS CATEGORY IS USED FOR MANAGED METADATA COLUMNS 4HIS MEANS THAT THE REFINEMENT PANEL PRESENTS TWO DIFFERENT SOURCES OF DATA 4HE MANAGED METADATA COLUMNS ARE FOR FILTERING BASED ON THE DATA COMING FROM THE RESULT SET WHEREAS THE TAGS ARE USED FOR NARROWING THE SEARCH BASED ON KEYWORDS

!DDING A 2EFINER #ATEGORY FROM -ANAGED 0ROPERTIES )F A METADATA COLUMN IS NOT MANAGED THE CRAWLER NEEDS TO BE CONFIGURED TO INDEX THIS COLUMN IN ORDER TO MAKE IT AVAILABLE FOR SEARCHING 4O ACCOMPLISH THIS A NEW MANAGED PROPERTY MUST BE CREATED AS FOLLOWS

'O TO #ENTRAL !DMINISTRATION â&#x17E;¤ -ANAGE 3ERVICE !PPLICATIONS â&#x17E;¤ 3EARCH 3ERVICE !PPLICATION â&#x17E;¤ -ETADATA 0ROPERTIES

#REATE A NEW MANAGED PROPERTY !DD A MAPPING TO THE CRAWLED PROPERTY FOR YOUR COLUMN E G ^fbNRdbc^\N g ! N_a^_Tach AND PERFORM A FULL CRAWL ON THE APPROPRIATE CONTENT SOURCES

â&#x2013; .OTE 3EE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah TT#!## " Pb_g FOR DETAILS ON MANAGED METADATA

4HE CRAWLED PROPERTY IS NOW MAPPED TO A MANAGED PROPERTY AND CAN BE USED IN THE REFINEMENT PANEL BY MODIFYING THE &ILTER #ATEGORY $EFINITION ON THE 2EFINER 7EB 0ART

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

!DD THE 8-, IN ,ISTING TO THE 2EFINEMENT 0ANEL &ILTER #ATEGORY $EFINITION 8-, FILE 5NCHECK THE 5SE $EFAULT #ONFIGURATION OPTION AND EXECUTE A SEARCH THAT YIELDS MULTIPLE VALUES FOR THE ADDED MANAGED PROPERTY

,ISTING 8-, FOR -ANAGED 0ROPERTY +2PcTV^ah CXc[T, ?a^RTbb BcT_ 3TbRaX_cX^], ?a^RTbb BcT_ ^U cWT S^Rd\T]c Ch_T, <XRa^b^Uc >UUXRT BTaeTa BTPaRW FTQ2^]ca^[b <P]PVTS?a^_Tach5X[cTa6T]TaPc^a <TcPSPcPCWaTbW^[S, $ =d\QTa>U5X[cTabC^3Xb_[Ph, # <Pg=d\QTa>U5X[cTab, !

BW^f<^aT;X]Z, CadT <P__TS?a^_Tach, ?a^RTbbBcT_ -

4HE FOLLOWING IS A BRIEF DESCRIPTION OF EACH LINE IN ,ISTING v

4ITLE 4HIS IS THE NAME OF THE CATEGORY TO DISPLAY

v

$ESCRIPTION 4HIS IS THE TEXT TO BE SHOWN AS A HINT FOR THE FILTERS

v

4YPE 4HIS HAS TO BE SET TO <P]PVTS?a^_Tach5X[cTa6T]TaPc^a FOR MANAGED PROPERTIES

v

-ETADATA4HRESHOLD 4HIS IS THE MINIMUM REQUIRED POSSIBLE OPTIONS RETURNED FOR THIS FILTER BEFORE THE CATEGORY WILL BE DISPLAYED

v

.UMBER/F&ILTERS4O$ISPLAY 4HIS IS THE MAXIMUM NUMBER OF POSSIBLE OPTIONS TO SHOW FOR THIS CATEGORY IN DEFAULT VIEW

v

-AX.UMBER/F&ILTERS 4HIS IS THE MAXIMUM NUMBER OF POSSIBLE OPTIONS TO COLLECT FOR THIS CATEGORY

v

3HOW-ORE,INK 7HETHER A LINK SHOULD BE DISPLAYED IF MORE THAN =d\QTa>U5X[cTabC^3Xb_[Ph IS RETURNED

v

-APPED0ROPERTY &OR MANAGED PROPERTIES THIS IS THE NAME OF THE COLUMN OR FIELD THAT THE MANAGED PROPERTY IS MAPPED TO

â&#x2013; .OTE )F 5SE $EFAULT #ONFIGURATION IS CHECKED THE CHANGES WILL NOT BE REFLECTED IN THE REFINEMENT PANEL 4HIS IS A TYPICAL SOURCE OF FRUSTRATION !LSO CHECKING IT AGAIN WILL OVERRIDE WHATEVER CHANGES HAVE BEEN MADE SO ALWAYS BACK UP ANY CONFIGURATION MADE TO 8-, FILES

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

7HY !RE THE 2EFINERS .OT 3HOWING 7HEN THE REFINERS ARE NOT SHOWING AS EXPECTED THIS IS OFTEN CAUSED BY ONE OF THE FOLLOWING v

! FULL CRAWL HAS NOT BEEN EXECUTED AFTER THE MANAGED PROPERTY HAS BEEN CREATED

v

4HE RESULT SET IS NOT BIG ENOUGH TO CONTAIN DATA FOR THE RELEVANT COLUMN TO MAKE THE REFINER MEANINGFUL

v

4HE REFINERS ARE SHOWN IN THE ORDER THEY ARE DEFINED IN THE 8-, &OR EXAMPLE IF THE NEW REFINER CATEGORY IS PLACED AS CATEGORY NUMBER BUT THE REFINEMENT PANEL IS CONFIGURED TO SHOW ONLY THE FIRST SIX CATEGORIES IT WILL NOT BE DISPLAYED IN THE PANEL IF THE FIRST SIX CATEGORIES ARE SHOWN

â&#x2013; .OTE 4HE CONCEPT OF REFINERS OR FACETED SEARCH IS NOT PART OF 3HARE0OINT ALTHOUGH A SIGNIFICANT NUMBER OF SEARCH CENTERS ACTUALLY HAVE REFINERS BASED ON EITHER THE FACETED SEARCH 7EB 0ART FROM #ODE0LEX OR THE MORE COMPLEX SEARCH CENTER OFFERED BY THE /NTOLICA PRODUCT FROM 3URF2AY 4HE LATTER ACTUALLY INCLUDES NUMBERED REFINERS FOR BOTH 30 AND 30

&EDERATED 3EARCH 0REVIOUSLY IN THIS CHAPTER IT WAS SHOWN HOW TO SELECT A LOCATION TO SEARCH ON THE 3EARCH #ORE 2ESULTS 7EB 0ART ,OCATIONS ARE CENTRAL TO THE NEW WAY SEARCH WORKS IN 3HARE0OINT .OW THE SEARCH FRAMEWORK IS CENTERED AROUND FEDERATION AND FEDERATED LOCATIONS 4HIS SECTION FOCUSES ON UNDERSTANDING WHAT FEDERATED LOCATIONS ARE AS WELL AS BEST PRACTICES ON HOW TO USE THEM )T ALSO GIVES A DETAILED DESCRIPTION OF TYPICAL MANAGEMENT TASKS RELATED TO FEDERATED LOCATIONS

&EDERATED ,OCATIONS 3HARE0OINT COMES WITH A PRECONFIGURED SET OF LOCATIONS &IGURE WHICH INCLUDES LOCAL LOCATIONS THAT ARE INDEXED AND SEARCHED BY THE 3HARE0OINT SEARCH ENGINE )T IS HOWEVER SOMETIMES REQUIRED THAT CONTENT IS INDEXED OUTSIDE 3HARE0OINT 4HE LIST OF LOCATIONS CAN BE EXPANDED TO INCLUDE OTHER FEDERATED LOCATIONS AS LONG AS THEY SUPPORT THE /PEN3EARCH OR /PEN3EARCH STANDARDS %XAMPLES OF WHEN FEDERATION IS FEASIBLE INCLUDE THE FOLLOWING

v

,ARGE EXTERNAL CONTENT SOURCES THAT ARE ALREADY INDEXED ELSEWHERE 7IKIPEDIA IS AN EXAMPLE OF THIS

v

7HEN THE SCHEDULED CRAWLER IN 3HARE0OINT IS NOT OPTIMALÂ&#x2C6;FOR INSTANCE WHEN CONTENT CHANGES RAPIDLY AND NEEDS TO BE IMMEDIATELY AVAILABLE &OR THESE CASES A CUSTOM CRAWLER AND INDEX ARE BETTER

v

3ECURITY SETUP REQUIRES A CONTEXT NOT AVAILABLE IN 3HARE0OINT 4HIS COULD FOR EXAMPLE BE WHEN CONTENT IS STORED ON A DIFFERENT ISOLATED DOMAIN AND THE SEARCH NEEDS TO BE PERFORMED USING A DIFFERENT SECURITY CONTEXT

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

v

4HE CONTENT IS INDEXED EXTERNALLY AND ONLY SEARCHED FOR RARELY WHICH MAKES IT OVERKILL TO INDEX IT IN 3HARE0OINT

v

4HE LIMITATION OF CONTENT SOURCES IN 3HARE0OINT FORCES THE USE OF FEDERATED LOCATIONS

)N SOME CASES HOWEVER IT IS NOT FEASIBLE TO USE FEDERATION %XAMPLES OF THIS INCLUDE THE FOLLOWING v

"ANDWITH BETWEEN THE 3HARE0OINT FARM AND THE FEDERATED LOCATION IS TOO SMALL SUCH THAT CRAWLING AND INDEXING ARE NOT POSSIBLE WITH A REASONABLE PERFORMANCE

v

4HE CONTENT TO BE INDEXED IS CHANGING RAPLIDLY BUT DOES NOT NEED TO BE IMMEDIATELY AVAILABLE

v

)T IS NOT POSSIBLE OR FEASIBLE TO INDEX THE CONTENT EXTERNALLY

v

)T IS NOT POSSIBLE TO MAKE THE CONTENT SEARCHABLE THROUGH THE SUPPORTED /PEN3EARCH SPECIFICATIONS

&EDERATION IS CONFIGURED FROM THE 3EARCH SERVICE APPLICATION 4O OPEN THE FEDERATION PAGE GO TO #ENTRAL !DMINISTRATION â&#x17E;¤ 3EARCH 3ERVICE !PPLICATION â&#x17E;¤ &EDERATED ,OCATIONS

&IGURE &EDERATED ,OCATIONS PAGE

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

! NEW FEDERATED LOCATION CAN BE CREATED IN THREE WAYS v

)MPORT ,OCATION )T WILL PROMPT FOR AN &,$ &EDERATED ,OCATION $EFINITION FILE 4HIS FILE CONTAINS ALL INFORMATION REQUIRED TO AUTOMATICALLY CONFIGURE THE LOCATION

v

.EW ,OCATION !LL SETTINGS MUST BE SPECIFIED FROM SCRATCH

v

#OPY ,OCATION /PTION AVAILABLE ON THE DROP DOWN OF EXISTING LOCATIONS THIS WILL DUPLICATE THAT LOCATION AND ITS SETTINGS

7HICH METHOD SHOULD BE CHOSEN DEPENDS ON THE SCENARIO &OR CASES WHERE AN &,$ FILE ALREADY EXISTS THIS OPTION IS BEST %VEN IF THE &,$ FILE DOES NOT CONTAIN THE EXACT CONFIGURATION NEEDED IT IS MUCH EASIER TO MODIFY AN EXISTING DEFINITION THAN TO CREATE ONE FROM SCRATCH 4HE SAME THING APPLIES IF A DEFINITION THAT IS SIMILAR TO THE NEW ONE EXISTS 4HEN IT IS ALMOST ALWAYS A BETTER CHOICE TO USE THE #OPY OPTION TO DUPLICATE AN EXISTING LOCATION AND THEN MODIFY IT AS NEEDED 4HIS IS GENERALLY THE BEST PRACTICE WITH 3HARE0OINT 3TART WITH SOMETHING THAT WORKS AND THEN MODIFY IT ! LOT OF DEVELOPERS AND )4 PROFESSIONALS HAVE SPENT COUNTLESS HOURS TRYING TO SOLVE PROBLEMS THAT ARE HARD TO IDENTIFY BECAUSE THEY ATTEMPTED TO CONFIGURE FROM SCRATCH INSTEAD OF MODIFYING SOMETHING THAT WORKS 3HARE0OINT IS NOT ALWAYS GENEROUS WITH ITS ERROR MESSAGES

â&#x2013; .OTE &EDERATED LOCATIONS MUST SUPPORT THE /PEN3EARCH STANDARDS

)MPORT ,OCATION 4HE EASIEST WAY TO ADD A NEW FEDERATED LOCATION IS TO USE THE LOCATION S &,$ FILE FOR 3HARE0OINT IF ONE EXISTS &,$ FILES ARE TYPICALLY n KILOBYTES 4HE &,$ FILE CONTAINS ALL THE RULES AND MARKUP REQUIRED TO MAKE IT SHOW IN THE 3HARE0OINT FEDERATED SEARCH 7EB 0ART

â&#x2013; .OTE -ICROSOFT HAS PUBLISHED A SET OF FEDERATED SEARCH CONNECTORS ON Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db T]cTa_aXbTbTPaRW UU&!&(## Pb_g

4O ADD A CONNECTOR TO 30 &IGURE FOLLOW THESE STEPS

/PEN THE FEDERATION PAGE #ENTRAL !DMINISTRATION â&#x17E;¤ 3EARCH 3ERVICE !PPLICATION â&#x17E;¤ &EDERATED ,OCATIONS

#LICK )MPORT ,OCATION TO OPEN THE FILE DIALOG

"ROWSE TO THE &,$ FILE AND CLICK THE /+ BUTTON

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE ,OADING &,$ FILE !FTER IMPORTING AN &,$ FILE A PROMPT WILL BE SHOWN WITH THE IMPORT RESULT &IGURE )T IS NOT POSSIBLE TO IMPORT MALFORMED &,$ DOCUMENTS 4HE IMPORTANT PART OF THIS MESSAGE IS THE NOTE THAT THE LOCATION MUST BE ADDED TO A PROPERTY ON THE RELEVANT 7EB 0ART IN THE SEARCH CENTER

&IGURE &,$ FILE LOADED RESULT !FTER SUCCESSFULLY IMPORTING THE &,$ FILE IT NOW SHOWS AS AN ITEM IN THE &EDERATED ,OCATIONS LIST &IGURE

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE &EDERATED ,OCATIONS PAGE WITH NEW LOCATIONS

.EW ,OCATION .EW FEDERATED LOCATIONS &IGURE CAN BE CREATED FOR BOTH THE EXISTING 30 INDEX OR FOR EXTERNAL SEARCH INDEXES 30 OFFERS GREAT FUNCTIONALITY FOR EASING THE CONFIGURATION OF ADDING EXTERNAL FEDERATED SOURCES AND DISPLAYING RESULTS FROM THEM 4O ADD A NEW FEDERATED LOCATION TO 30 DO THE FOLLOWING

/PEN THE FEDERATION PAGE #ENTRAL !DMINISTRATION â&#x17E;¤ 3EARCH 3ERVICE !PPLICATION â&#x17E;¤ &EDERATED ,OCATIONS

#LICK .EW ,OCATION TO OPEN THE #REATE ,OCATION PAGE

%NTER THE APPROPRIATE INFORMATION AND CONTINUE TO THE NEXT SECTION

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE ,OCATION CREATIONÂ&#x2C6;GENERAL SETTINGS #HOOSE A TRIGGER FOR THE FEDERATED SEARCH &IGURE )N MOST CASES THIS WILL BE SET TO !LWAYS &ILTERS CAN HOWEVER BE APPLIED TO PROVIDE LOGIC FOR WHEN THE FEDERATED LOCATION SHOULD BE QUERIED

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#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE ,OCATION CREATIONÂ&#x2C6;TRIGGER SETTINGS 3ELECT THE APPROPRIATE ,OCATION INFORMATION &IGURE 4O QUERY EXTERNAL SEARCH INDEXES THEY MUST SUPPORT /PEN3EARCH VERSION OR 4HIS IS NOT REQUIRED FOR THE INTERNAL SEARCH INDEX

&IGURE ,OCATION CREATIONÂ&#x2C6;LOCATION TYPE 4HE QUERY TEMPLATE DEFINES THE 52, TO QUERY AND THE FILTERS TO BE APPLIED TO THE QUERY &OR LIVE SEARCH THIS COULD BE Wcc_) bTPaRW [XeT R^\ ]Tfb aTbd[cb Pb_g.`,jbTPaRWCTa\bl U^a\Pc,abb AS SHOWN IN &IGURE

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE ,OCATION CREATIONÂ&#x2C6;QUERY TEMPLATE 4HE h-ORE 2ESULTSv ,INK 4EMPLATE BOX &IGURE DEFINES THE NAVIGATION 52, THAT ALLOWS THE END USER TO REQUEST MORE RESULTS 4HIS IS PER DEFAULT DISABLED ON THE 4OP &EDERATED 2ESULTS 7EB 0ART &OR LIVE SEARCH THIS COULD BE Wcc_) bTPaRW [XeT R^\ ]Tfb aTbd[cb Pb_g.`,jbTPaRWCTa\bl \Zc,T] db bR^_T, 5>A<,;8EB>?

&IGURE ,OCATION CREATIONÂ&#x2C6;h-ORE 2ESULTSv ,INK 4EMPLATE BOX 4HE $ISPLAY SETTING DEFINES HOW SEARCH RESULTS WILL BE PRESENTED IN THE USER INTERFACE &IGURE 3HARE0OINT CAN SHOW RESULTS FROM ALMOST ALL SOURCES IN A NICELY FORMATTED MANNER 3OME FEDERATED LOCATIONS HOWEVER MIGHT BENEFIT FROM CUSTOMIZED FORMATTING !N EXAMPLE COULD BE 9OU4UBE VIDEOS IF 9OU4UBE IS SELECTED AS A FEDERATED LOCATION

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&IGURE ,OCATION CREATIONÂ&#x2C6;4OP &EDERATED 2ESULTS $ISPLAY -ETADATA OPTIONS )T IS POSSIBLE TO RESTRICT USAGE OF LOCATIONS &IGURE 3OME SEARCH INDEXES REQUIRE AUTHENTICATION 30 OFFERS OPTIONS TO USE EITHER ANONYMOUS ACCESS COMMON AUTHENTICATION OR USER AUTHENTICATION #OMMON AUTHENTICATION IS RELEVANT FOR SEARCHING SECURED INTERNAL REPOSITORIES AVAILABLE TO ALL EMPLOYEES 5SER AUTHENTICATION IS RELEVANT WHEN NOT ALL USERS OF THE SEARCH CENTER WITH THE FEDERATED SEARCH RESULTS ARE PERMITTED TO VIEW THE ENTIRE SOURCE DATA OF THE SEARCH INDEX

&IGURE ,OCATION CREATIONÂ&#x2C6;2ESTRICT 5SAGE AND 3PECIFY #REDENTIALS OPTIONS

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â&#x2013; .OTE 7HEN SEARCHING FEDERATED LOCATIONS SPECIAL ATTENTION MUST BE PAID TO THE SECURITY IMPLICATIONS OF ALLOWING QUERIES TO BE SENT TO EXTERNAL SOURCES -OST SEARCH ENGINES STORE QUERIES FOR MONTHS OR YEARS )F THE QUERIES THEMSELVES CONTAIN CONFIDENTIAL INFORMATION THIS WILL BE STORED AT REMOTE SITES !S INFORMATION IS SENT ON UNSECURED CHANNELS QUERIES CAN ALSO POSSIBLY BE INTERCEPTED )T IS ALWAYS RECOMMENDED TO DO A SECURITY REVIEW BEFORE USING EXTERNAL FEDERATED LOCATIONS

#OPY ,OCATION .EW LOCATIONS CAN ALSO BE CREATED BY COPYING AN EXISTING LOCATION &IGURE 4HIS IS USEFUL IF THE NEW LOCATION SHOULD BE SIMILAR TO AN ALREADY EXISTING LOCATION #OPYING FEDERATED LOCATIONS IS AN EASY WAY TO GET STARTED WITH CREATING A NEW FEDERATED LOCATION 30 OFFERS GREAT FUNCTIONALITY FOR EASING THE CONFIGURATION OF ADDING EXTERNAL FEDERATED SOURCES AND DISPLAYING RESULTS FROM THEM

&IGURE $UPLICATING LOCATIONS WITH THE #OPY ,OCATION OPTION 4O COPY AN EXISTING FEDERATED LOCATION DO THE FOLLOWING

#LICK THE DROP DOWN FOR THE LOCATION TO DUPLICATE AND CHOOSE #OPY ,OCATION !FTER CLICKING #OPY ,OCATION THE #REATE ,OCATION PAGE OF THE NEW LOCATION WILL OPEN

/N THE #REATE ,OCATION PAGE ALL FIELDS WILL BE FILLED OUT WITH THE SAME VALUES AS THE LOCATION THAT IS BEING DUPLICATED EXCEPT THE ,OCATION .AME FIELD &IGURE 4HIS FIELD MUST BE UNIQUE AND IS THEREFORE REQUIRED TO BE FILLED BEFORE THE COPY IS COMPLETED

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&IGURE $UPLICATING LOCATIONSÂ&#x2C6;SPECIFY A NEW UNIQUE ,OCATION .AME

4HE 0REFERENCES 0AGE !N !DMINISTRATOR S 6IEW #HAPTER SHOWS HOW THE 0REFERENCES PAGE ALLOWS USERS TO SET USER PROFILEnSPECIFIC SETTINGS FOR SEARCHING !LTHOUGH THIS IS A VERY USEFUL FEATURE FOR USERS IT IS NOT PERFECT AND DOES HAVE SOME DRAWBACKS 4HIS SECTION DISCUSSES SOME OF THE IMPLICATIONS ADMINISTRATORS SHOULD BE AWARE OF !S MENTIONED IN #HAPTER THE 0REFERENCES PAGE IS ACCESSED BY CLICKING THE 0REFERENCES LINK &IGURE TO THE RIGHT OF THE SEARCH BOX

&IGURE 3HARE0OINT %NTERPRISE 3EARCH #ENTER DIALOG

5NDERSTANDING 7HY THE 0REFERENCES 0AGE )MPROVES 3EARCH ,ETTING THE USER SPECIFY SETTINGS REGARDING THE SEARCH EXPERIENCE DIRECTLY FROM THE SEARCH CENTERS IS GENERALLY A GREAT IDEA AS USERS OFTEN HAVE LITTLE KNOWLEDGE ABOUT WHAT OPTIONS EXIST FOR TUNING THEIR 3HARE0OINT EXPERIENCE 4HIS IS PARTLY DUE TO THE EXTENSIVE SET OF POSSIBLE SETTINGS FOUND IN THE 3ITE SETTINGS PAGE IF THE USER HAS PERMISSION TO ACCESS THIS AND PARTLY DUE TO THE SETTINGS IN 3HARE0OINT GENERALLY BEING HARD TO FIND IF NOT OFTEN USED (AVING THIS 0REFERENCES PAGE WILL REDUCE THE TIME REQUIRED

BY THE ADMINISTRATOR OR SUPPORT STAFF TO TEACH USERS HOW TO MODIFY THE LANGUAGE SETTING IN THEIR BROWSERS AND WHAT EFFECT IT HAS .OW THIS IS MORE INTUITIVE AND MOST USERS ARE EXPECTED TO GRASP THE GENERAL CONCEPT OF WHAT THIS DOES WITH LESS TRAINING !DDING THE 0REFERENCES LINK NEXT TO THE SEARCH DIALOG TEXT BOX IN SEARCH CENTERS MAKES USERS INTUITIVELY AWARE THAT THEY CAN MODIFY SEARCH RELATED SETTINGS AND ENCOURAGES THE USE OF THEM 4HE CONCEPT IS ALSO KNOWN FROM THE 'OOGLE SEARCH PAGE WHICH MOST USERS ARE ASSUMED TO BE REASONABLY FAMILIAR WITH 4HE 0REFERENCES PAGE ALLOWS THE USER TO ENABLE DISABLE SEARCH SUGGESTIONS AND TO SPECIFY THE SEARCH CONTEXT LANGUAGE S TO BE USED

0REFERENCES 3COPE 4HE 0REFERENCES PAGE IS AVAILABLE BOTH IN "ASIC AND %NTERPRISE 3EARCH #ENTERS 4HIS IS OBVIOUS AS THE SETTINGS ON THE 0REFERENCES PAGE INFLUENCE SEARCH RESULTS FROM BOTH TYPES OF SEARCH CENTERS 0REFERENCES ARE PERSONALIZED BY BEING BOUND TO A USER PROFILE 4HIS WAY THE USER WILL USE THE SAME SETTINGS REGARDLESS OF WHICH COMPUTER IS USED TO ACCESS THE SEARCH CENTER )N 3HARE0OINT THE SEARCH CONTEXT LANGUAGE WAS BASED ON THE BROWSER S LANGUAGE 0REFERENCES ARE APPLIED GLOBALLY THROUGHOUT THE 3HARE0OINT FARM SUCH THAT THEY WILL BE THE SAME FOR ALL SEARCH CENTERS ON ALL WEB APPLICATIONS

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/VERRIDING THE 5SER S ,ANGUAGE 3ETTINGS 3HARE0OINT INTRODUCES PHONETIC SEARCH AND NICKNAMES FOR 0EOPLE SEARCH !S BOTH OF THESE ARE LANGUAGE DEPENDENT THE ,ANGUAGE SETTING INFLUENCES THE SEARCH RESULTS RETURNED 4HE SEARCH IS PERFORMED AGAINST ALL SELECTED LANGUAGES USING STEMMERS WORD BREAKERS PHONETICS AND NICKNAMES IN ALL SELECTED LANGUAGES )N 3HARE0OINT THE ADMINISTRATOR HAS THE OPTION OF SPECIFYING THE SEARCH CONTEXT LANGUAGE IN THE SEARCH CENTER TO OVERRIDE THE BROWSER S ,ANGUAGE SETTING %VEN THOUGH IT IS NOW POSSIBLE IN 3HARE0OINT FOR USERS TO DIRECTLY SET THE LANGUAGE ON THE 0REFERENCES PAGE THIS CAN STILL BE OVERRIDDEN BY THE ADMINISTRATOR "UT GIVEN THAT MORE EMPHASIS HAS BEEN PUT ON THIS SETTING THE ADMINISTRATOR NEEDS TO BE AWARE OF THE IMPACT IT HAS ON SEARCH RESULTS "Y EITHER OVERRIDING THE LANGUAGE FOR SEARCH OR USING THE FIXED QUERY SETTING AND THE ,ANGUAGE PROPERTY TO AUGMENT THE QUERY WITH A FIXED LANGUAGE THIS WILL EFFECTIVELY OVERRIDE WHATEVER SETTING THE USER HAS MADE $OING SO MAY CAUSE CONFUSION FOR USERS WHO EXPECT THEIR OWN ,ANGUAGE SETTINGS TO APPLY )T IS SUGGESTED THAT THIS GETS COMMUNICATED TO USERS IF THE ,ANGUAGE SETTING IS FIXED BY THE ADMINISTRATOR /N THE OTHER HAND GIVING USERS ACCESS TO SETTINGS SUCH AS THE ,ANGUAGE SETTING THAT DIRECTLY INFLUENCES THE RETURNED SEARCH RESULTS CAN ALSO CAUSE PROBLEMS FROM AN ADMINISTRATIVE POINT OF VIEW !LLOWING USERS TO DEFINE WHICH LANGUAGES ARE USED FOR SEARCHING REDUCES THE ADMINISTRATOR S OPTIONS FOR CONTROLLING THE SEARCH BEHAVIOR AND RESULTS 4HIS IS SOMETHING THAT AN ADMINISTRATOR NEEDS TO BE AWARE OF WHEN USERS COMPLAIN THAT THEY CANNOT FIND A SPECIFIC SEARCH RESULT

)SSUES TO "E !WARE /F !LTHOUGH THE 0REFERENCES PAGE ADDS THESE PREFERENCES DIRECTLY WHERE NEEDED TO MAKE THE USER AWARE OF THEIR EXISTENCE IT DOES INTRODUCE SOME PROBLEMS 4HE NUMBER OF SETTINGS EXPOSED THROUGH THE 0REFERENCES LINK IS VERY LIMITED )T ALLOWS THE USER ONLY TO TURN SEARCH SUGGESTIONS ON AND OFF AND SELECT THE LANGUAGE CONTEXT OF THE SEARCH /NE IMPORTANT THING THAT IS MISSED IS AN EASY WAY FOR USERS TO LEARN WHAT A SPECIFIC SETTING ACTUALLY DOES )N THIS CASE THIS IS ACTUALLY A SIGNIFICANT ISSUE AS BOTH THE SEARCH SUGGESTIONS AND THE ,ANGUAGE SETTING CAN BE DIFFICULT FOR USERS TO GRASP IF NO TRAINING OR INFORMATION IS PROVIDED TO THEM 3TILL IT IS EASIER THAN CHANGING THE BROWSER S ,ANGUAGE SETTING AS THIS IS SOMETHING THAT TENDS TO BE FORGOTTEN OR IGNORED !S MENTIONED EARLIER THE 3EARCH 3UGGESTIONS FEATURE WORKS ONLY IF SEARCH SUGGESTIONS ARE TURNED ON IN THE SEARCH CENTER 4HIS LEADS TO CONFUSION WHEN THE USER ENABLES THIS FEATURE AND NOTHING HAPPENS !LTHOUGH THIS FEATURE IS GLOBAL FOR ALL SEARCH CENTERS IT WOULD HAVE BEEN USEFUL TO SHOW A WARNING MESSAGE TO THE USER ON THE 0REFERENCES PAGE SAYING THAT THIS FEATURE IS NOT ACTIVATED ON THIS PARTICULAR SEARCH CENTER AS THE SETTING IS ACCESSED FROM THE SEARCH CENTER WHERE A CHANGE IS WANTED )T MIGHT HAVE BEEN A GOOD IDEA TO NOT INCLUDE THE 3EARCH 3UGGESTIONS FEATURE AS THIS WORKS ONLY IF A SITE ADMINISTRATOR HAS ENABLED SEARCH SUGGESTIONS IN THE SEARCH CENTER 4HE MOST IMPORTANT SETTING FROM A SEARCH PERSPECTIVE IS THE ,ANGUAGE SETTING )T WOULD HAVE BEEN REALLY USEFUL TO CREATE A PAGE ONLY CONTAINING THIS SETTING 4HIS WAY THE 0REFERENCES PAGE WOULD INCLUDE ONLY THE ,ANGUAGE OPTION AND THE 0REFERENCES PAGE COULD BE NAMED ACCORDINGLY 4HE ARGUMENT FOR WHY THIS WOULD BE A GOOD IDEA IS THAT THE ,ANGUAGE SETTING INFLUENCES THE RETURNED SEARCH RESULT SET %SPECIALLY FOR SEARCHES THAT COULD POTENTIALLY RETURN SEARCH RESULTS CONTAINING MULTIPLE LANGUAGES THIS BECOMES AN ISSUE !N OFTEN HEARD USER COMPLAINT IN 3HARE0OINT IS h7HY ARE THE SEARCH RESULTS DIFFERENT ON MY OTHER COMPUTER v 4HE ANSWER IN MANY CASES IS DUE TO A DIFFERENCE IN SEARCH CONTEXT LANGUAGE SETTINGS WHICH IN 30 WERE SET IN THE BROWSER S OWN ,ANGUAGE SETTING !S THE ,ANGUAGE SETTING DOES SOLVE THIS ISSUE IT WOULD BE PREFERABLE TO EXPOSE IT MORE DIRECTLY

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3TEMMERS AND 7ORD "REAKERS )N 3HARE0OINT STEMMING IS USED IN COMBINATION WITH THE WORD BREAKER COMPONENT WHICH DETERMINES WHERE WORD BOUNDARIES ARE 4HE WORD BREAKER IS USED AT BOTH INDEX AND QUERY TIME WHILE THE STEMMER IS USED ONLY AT QUERY TIME FOR MOST LANGUAGES EXCEPTIONS ARE !RABIC AND (EBREW ! STEMMER LINKS WORD FORMS TO THEIR BASE FORM &OR EXAMPLE hRUNNING v hRAN v AND hRUNSv ARE ALL VARIANTS OF THE VERB hTO RUN v 3TEMMING IS CURRENTLY TURNED OFF BY DEFAULT FOR SOME LANGUAGES INCLUDING %NGLISH 3TEMMERS ARE AVAILABLE ONLY FOR LANGUAGES THAT HAVE SIGNIFICANT MORPHOLOGICAL VARIATION AMONG THEIR WORD FORMS 4HIS MEANS THAT FOR LANGUAGES WHERE STEMMERS ARE NOT AVAILABLE SUCH AS 6IETNAMESE TURNING ON THIS FEATURE IN THE SEARCH RESULTS PAGE 3EARCH #ORE 2ESULTS 7EB 0ART WILL NOT HAVE ANY EFFECT SINCE IN SUCH LANGUAGES AN EXACT MATCH IS ALL THAT IS NEEDED 7ORD STEMMING IS NOT THE SAME THING AS WILDCARD SEARCHING WHICH HAS TO DO WITH DOING SEARCHES WITH IN THE QUERY 4HIS MEANS YOU ARE ASKING THE SEARCH ENGINE TO FIND ALL WORDS THAT START WITH THE TEXT STRING AND END WITH ANYTHING SINCE MEANS MATCH ANY CONTINUOUS TEXT STRING TO THE END OF THE WORD

WHICH IN MOST LANGUAGES EXCLUDING MOST %AST !SIAN LANGUAGES IS INDICATED BY A WHITE SPACE 3O A SEARCH QUERY USING SUCH AS h3HARE v WILL RETURN RESULTS INCLUDING h3HARE0OINT v WHILE A SEARCH QUERY USING THE WORD BREAKER AND STEMMER WOULD BRING BACK hSHARING v WHICH IS AN INFLECTIONAL VARIANT OF hSHARE v 7ILDCARD SEARCHING AND WORD STEMMING ARE OFTEN USED TO REFER TO THE SAME THING BUT THEY ARE

IN FACT SEPARATE AND DIFFERENT MECHANISMS THAT CAN RETURN DIFFERENT RESULTSÂ&#x2C6;FOR EXAMPLE v

3EARCHING FOR hRUNv WOULD ALSO RETURN RESULTS CONTAINING hRUNS v hRAN v AND hRUNNING v

v

3EARCHING FOR hPAGEv WOULD ALSO RETURN RESULTS CONTAINING hPAGES v hPAGED v AND hPAGING v

!LTHOUGH IT WOULD SEEM OBVIOUS TO JUST TURN ON THIS FEATURE PER DEFAULT IT DOES IMPACT HOW SEARCH BEHAVES IN WAYS THAT MIGHT NOT BE DESIRED 7ORD STEMMING CAN AFFECT THE RELEVANCE OF YOUR SEARCH QUERY )F SOME TERMS HAVE LOTS OF STEMMING AND OTHERS HAVE NONE ONE WORD MAY NOW DOMINATE RESULTS EVEN IF IT ISN T THE PRIORITY IN THE CONTEXT OF WHAT WAS LOOKED FOR 3TEMMING CAN ALSO NEGATIVELY AFFECT PERFORMANCEÂ&#x2C6;THERE WILL BE A DELAY WHILE EXPANDING THE SEARCH QUERY TO INCLUDE STEMMING AND A LARGER SET OF RESULTS WILL BE RETURNED

0HONETICS AND .ICKNAMES 0HONETICS AND NICKNAMES ARE NEW ADDITIONS TO THE SEARCH FACILITY IN 3HARE0OINT 4HEY ARE TARGETED AT 0EOPLE SEARCH AND OFFER SIGNIFICANT IMPROVEMENTS TO THE USER S ABILITY TO FIND OTHER PEOPLE INSIDE OR OUTSIDE THE ORGANIZATION 4HIS IS ESPECIALLY COMPELLING FOR MULTINATIONAL COMPANIES WHERE INCORRECTLY SPELLING NAMES OR KNOWING COLLEAGUES BY NICKNAMES ONLY IS COMMON

0HONETIC 3EARCH 0HONETIC SEARCHING CONSIDERS ALTERNATIVE SPELLINGS AND MISSPELLINGS OF A NAME IN THE 0EOPLE SEARCH RESULTS -ORE SPECIFICALLY PHONETIC SEARCHING TAKES INTO ACCOUNT THAT MANY TIMES USERS KNOW HOW TO SAY A NAME BUT DO NOT KNOW THE CORRECT SPELLING FOR IT !LTHOUGH THIS FEATURE IS CURRENTLY ISOLATED TO 0EOPLE SEARCH IT IS THE SEARCH CENTER THAT GENERALLY PRESENTS THE LARGEST ROADBLOCKS TO SPELLING

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!SSUME THAT A USER NEEDS TO FIND CONTACT INFORMATION FOR A COLLEAGUE NAMED 'EOFF 0ETERSEN 4HE USER DOES NOT KNOW HOW HIS NAME IS SPELLED AND INSTEAD TYPES *EFF 0ETERSON IN THE SEARCH DIALOG !LTHOUGH NEITHER 'EOFF NOR 0ETERSEN IS AN EXACT MATCH FOR *EFF 0ETERSON NOT EVEN A WILDCARD MATCH

3PEECH 3ERVER IN 3HARE0OINT WILL RETURN 'EOFF 0ETERSEN AS A SEARCH RESULT THUS ALLOWING THE USER TO FIND HIM BASED ON THE COMBINATION OF FIRST NAME AND SURNAME

â&#x2013; .OTE 0HONETIC SEARCHING CONSIDERS ONLY ALTERNATIVE TERMS BASED ON 3HARE0OINT S THESAURUS #UTTING A QUERY SHORT AND SEARCHING FOR THE TERM -AYN WILL NOT NECESSARILY RETURN RESULTS FOR THE PERSON WITH THE LAST NAME -AYNARD &OR THIS QUERY TO FUNCTION PROPERLY THE WILDCARD CHARACTER SHOULD BE ENTERED AT THE ENDÂ&#x2C6;-AYN

4HE BEHAVIOR OF PHONETIC SEARCH IS INFLUENCED BY THE ,ANGUAGE SETTING !LTHOUGH THE PHONETIC ALPHABET IS LANGUAGE INDEPENDENT AS IT IS BASED ON THE )NTERNATIONAL 0HONETICS !LPHABET )0!

THE PRONUNCIATION OF NAMES CAN DIFFER BETWEEN LANGUAGES

.ICKNAME 3EARCH .ICKNAMES ADD ANOTHER NEW FACET TO 0EOPLE SEARCH !S WITH PHONETIC SEARCH IT IS LANGUAGE SPECIFIC BUT INSTEAD OF PHONETIC MATCHING IT WORKS BY LOOKUP !SSUME A USER IS SEARCHING FOR A COLLEAGUE NAMED -ICHAEL WITH THE SEARCH CONTEXT LANGUAGE SET TO %NGLISH BUT THE USER KNOWS HIM ONLY BY THE NICKNAME -IKE 0ERFORMING A 0EOPLE SEARCH FOR -IKE WOULD THEN RETURN RESULTS FOR -IKE AND -ICHAEL BECAUSE OF THE NEW .ICKNAMES FEATURE !S MENTIONED THE .ICKNAMES FEATURE IS LANGUAGE SPECIFIC WHICH MEANS THAT NOT ALL NICKNAMES ARE VALID FOR ALL LANGUAGES 4HE FOREGOING EXAMPLE WITH -IKE WORKS FOR THE hEN 53v ,#)$ LOCALE LANGUAGE )$ WHICH IS BUT NOT FOR THE $ANISH hDA $+v ,#)$ WHICH IS 4HE NICKNAME MAPPINGS CAN BE FOUND IN THE TABLE CALLED <BB;P]VdPVTATb^daRTb WHICH IS LOCATED IN THE BTPaRWNBTaeXRTN0__[XRPcX^]N31 DATABASE IF THE DEFAULT NAME IS USED FOR THE 3EARCH SERVICE APPLICATION 4O SEE ALL NICKNAMES FOR -ICHAEL THE FOLLOWING QUERY CAN BE EXECUTED IN -ICROSOFT 31, 3ERVER -ANAGEMENT 3TUDIO DATABASE NAME MIGHT DIFFER

B4;42C J?WaPbTL J<P__X]VL J;^RP[TL 5A>< JBTPaRWNBTaeXRTN0__[XRPcX^]N31N+6D83-L JSQ^L J<BB;P]VdPVTATb^daRTbL F74A4 <P__X]V , <XRWPT[ 6>

4ABLE SHOWS THE QUERY RESULTS 4HE FIRST COLUMN IS THE NICKNAME 4HE SECOND COLUMN IS THE NAME IT MAPS TO -ICHAEL IN THIS EXAMPLE 4HE THIRD COLUMN IS THE ,OCALE )$ ,#)$ OR LANGUAGE VARIANT FOR WHICH THE NICKNAME APPLIES

z

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4ABLE 1UERY 2ESULTS

Nickname

LCID

MICHA MI

CHAEL

MICHI MI

CHAEL

MISCHA MI

CHAEL

MICHAL MI

CHAEL

MICHALE MI

CHAEL

MICHEAL MI

CHAEL

MICHEL MI

CHAEL

MICK MI

CHAEL

MICKEY MI

CHAEL

MICKY MI

CHAEL

MIGI MI

CHAEL

MIGUEL MI

CHAEL

MIKE MI

CHAEL

MIKEL MI

CHAEL

MIKEY MI

CHAEL

MIKI MI

CHAEL

MIQUEL MI

CHAEL

MITCH MI

CHAEL

GIEL MI

CHAEL

MACHIEL MI

CHAEL

CHIEL MICHAEL

Mapping Name

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Nickname

Mapping Name

LCID

MAIKEL MI

CHAEL

MICHAI MI

CHAEL

MICHAL MI

CHAEL

MICHEL MI

CHAEL

MICHIEL MI

CHAEL

MITCHELL MI

CHAEL

/NE THING TO BE AWARE OF IS THAT NICKNAMES MIGHT APPLY BOTH WAYS SUCH THAT -ICHAEL IS ALSO A NICKNAME FOR -IKE 4HE SAME QUERY JUST MENTIONED CAN BE CHANGED TO VIEW THESE BY CHANGING THE MAPPING IN THE 31, QUERY

B4;42C J?WaPbTL J<P__X]VL J;^RP[TL 5A>< JBTPaRWNBTaeXRTN0__[XRPcX^]N31N+6D83-L JSQ^L J<BB;P]VdPVTATb^daRTbL F74A4 <P__X]V , <XZT 6>

)T IS POSSIBLE TO ADD AND REMOVE NICKNAMES USING THE NEW 3HARE0OINT 0OWER3HELL CMDLET 4O ADD THE NICKNAME -IKE FOR -ICHAEL AND VICE VERSA TO THE $ANISH ,#)$ THE FOLLOWING CAN BE RUN

=Tf b_T]cTa_aXbTbTPaRW[P]VdPVTaTb^daRT_WaPbT ~=P\T <XRWPT[ ;P]VdPVT SP 3: ! ~Ch_T =XRZ]P\T ~<P__X]V <XZT BTPaRW0__[XRPcX^] (''! 'T# Q#U$ # #! Q$#$ R$P%!" PPQ!#

=Tf b_T]cTa_aXbTbTPaRW[P]VdPVTaTb^daRT_WaPbT ~=P\T <XZT ;P]VdPVT SP 3: ! ~Ch_T =XRZ]P\T ~<P__X]V <XRWPT[ BTPaRW0__[XRPcX^] (''! 'T# Q#U$ # #! Q$#$ R$P%!" PPQ!#

)T MIGHT TAKE A WHILE FOR THE NEW NICKNAMES TO TAKE EFFECT AS THE REQUIRED JOB NAMED h0REPARE QUERY SUGGESTIONSv MUST RUN BEFORE THEY GET APPLIED 4HE JOB RUNS EVERY HOURS ,IKE WORD BREAKING WHICH WAS OUTLINED IN #HAPTER NICKNAMES AND PHONETIC SEARCHES WORK DIFFERENTLY FOR EACH LANGUAGE !S LONG AS THE CORRESPONDING LANGUAGE PACK IS INSTALLED THE LANGUAGE USED FOR A QUERY CAN BE SUPPORTED BY THESE FEATURES )F A USER IS ATTEMPTING TO SEARCH ON A LANGUAGE OTHER THAN HIS OR HER CURRENT BROWSER LANGUAGE THE USER WILL NEED TO SPECIFY THE LANGUAGE ON THE 0REFERENCES PAGE 5P TO FIVE LANGUAGES CAN BE QUERIED BY THE SEARCH ENGINE AT ONE TIME -ORE DETAILS ON THE 0REFERENCES PAGE ARE PROVIDED LATER IN THIS CHAPTER AND IN #HAPTER

3EARCH +EYWORDS +EYWORDS ARE USED TO CONFIGURE A RELATIONSHIP BETWEEN A KEYWORD SYNONYMS AND A MANUALLY DEFINED RESULT SET CALLED BEST BETS -ANY COMPANIES HAVE CONTENT WHERE SOME TERMS ARE ESPECIALLY IMPORTANT OR HAVE A SPECIAL MEANING 4HIS THEN LEADS TO A PARTICULAR QUERY NOT RETURNING A PARTICULAR SEARCH RESULT OR THE WANTED SEARCH RESULT IS TOO FAR DOWN IN THE SEARCH RESULT SET

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3EARCH KEYWORDS ARE A VERY USEFUL FEATURE IN THESE TYPES OF SCENARIOS 4HEY CAN EITHER BE USED TO DEFINE SYNONYMS FOR PARTICULAR KEYWORDS OR TO ADD EMPHASIZE SPECIFIC SEARCH RESULTS ON THE SEARCH RESULTS PAGE USING BEST BETS AND THE "EST "ETS 7EB 0ART %VEN THOUGH THIS FEATURE IS ALSO AVAILABLE IN 3HARE0OINT IT IS ESPECIALLY USEFUL IN 3HARE0OINT DUE TO THE SEARCH STATISTICS AVAILABLE .OW AN ADMINISTRATOR CAN FIND OFTEN SEARCHED FOR QUERY TERMS AND AUGMENT THE SEARCH RESULTS OF THESE WITH SPECIALLY SELECTED BEST BETS

-ANAGING 3EARCH +EYWORDS

Download from Wow! eBook <www.wowebook.com>

4HE SEARCH KEYWORDS PAGE IS USED TO CREATE THE MAPPING BETWEEN KEYWORDS AND SYNONYMS !DDITIONALLY BEST BETS CAN BE CONFIGURED FOR EACH KEYWORD AS SHOWN HERE 4HE SEARCH KEYWORDS PAGE IS ACCESSED FROM 3ITE !CTIONS â&#x17E;¤ 3ITE 3ETTINGS â&#x17E;¤ 3ITE #OLLECTION !DMINISTRATION â&#x17E;¤ 3EARCH +EYWORDS 4HE FIRST PAGE THAT IS PRESENTED IS THE KEYWORDS OVERVIEW PAGE &IGURE 4HIS PAGE DISPLAYS A SEARCHABLE AND SORTABLE LIST OF ALL DEFINED KEYWORDS 4HE LIST HAS COLUMNS SHOWING THE KEYWORD BEST BETS SYNONYMS EXPIRY DATE AND CONTACT !S IT DISPLAYS ALMOST ALL RELEVANT INFORMATION OF THE KEYWORDS

IT IS EASY TO GET AN OVERVIEW OVER THE KEYWORD CORPUS

&IGURE 3HARE0OINT 3EARCH +EYWORDS LIST .EW KEYWORDS ARE CREATED BY CLICKING THE !DD +EYWORD BUTTON %XISTING KEYWORDS CAN BE EDITED OR DELETED BY CLICKING THE KEYWORD ITSELF AND CHOOSING THE APPROPRIATE OPTION FROM ITS CONTEXT MENU #HOOSING !DD +EYWORD OR THE %DIT OPTION OPENS THE KEYWORDS EDITOR PAGE &IGURE 4HIS PAGE ALLOWS ADMINISTRATORS TO SET THE FOLLOWING

v

+EYWORD PHRASE

v

3YNONYMS

v

"EST BETS

v

$ESCRIPTION

v

#ONTACT

v

0UBLISHING AND REVIEW DATES

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&IGURE 3EARCH +EYWORDS CREATION PAGE /NCE A KEYWORD HAS BEEN CREATED OR EDITED IT IS AVAILABLE FOR SEARCH .O CRAWLING IS REQUIRED FOR KEYWORDS TO TAKE EFFECT 4HIS ENABLES THE CREATOR TO IMMEDIATELY TEST THE KEYWORD AND SYNONYMS TO CONFIRM THE BEHAVIOR IS AS EXPECTED

+EYWORDS AND 3YNONYMS 4HE KEYWORD PHRASE DEFINES THE ASSOCIATED SEARCH TERM .O OTHER KEYWORD OR SYNONYM CAN USE THIS PHRASE &OR THIS REASON IT IS VERY IMPORTANT TO PLAN WHICH KEYWORDS TO USE )N THE CASE WHERE A KEYWORD CANDIDATE IS ALSO A SYNONYM FOR OTHER KEYWORD CANDIDATES ANOTHER KEYWORD SHOULD BE USED INSTEAD TO AVOID AMBIGUOUS KEYWORDS AND SYNONYMS 4HE SYNONYMS DEFINE TERMS THAT USERS MIGHT SEARCH FOR WHEN LOOKING FOR THE KEYWORD 3HARE0OINT KNOWS IF A TERM HAS ALREADY BEEN USED AS A KEYWORD OR SYNONYM AND PREVENTS IT FROM ACCIDENTALLY BEING USED MULTIPLE TIMES

â&#x2013; .OTE 3EARCHING FOR A SYNONYM TO A KEYWORD IS NOT EQUIVALENT TO SEARCHING FOR THAT KEYWORD 4HE SYNONYM WILL RETURN ONLY THE BEST BETS FOR THE KEYWORDS THAT THE SYNONYM IS ASSOCIATED WITH NOT RESULTS THAT THE KEYWORD WOULD OTHERWISE RETURN ! SEARCH FOR A SYNONYM IS THEREFORE EQUIVALENT TO A NORMAL SEARCH BUT WITH ADDED BEST BETS FOR THE KEYWORDS THAT HAVE THIS SYNONYM DEFINED

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"EST "ETS AND $ESCRIPTION "EST BETS ARE A MANUALLY DEFINED SET OF RESULTS THAT WILL BE RETURNED WHEN SEARCHING FOR EITHER THE KEYWORD OR ANY SYNONYM FOR THE KEYWORD 4HE DEFAULT PRESENTATION IS SHOWN IN &IGURE "EST BETS CAN BE DISPLAYED TO THE USER IN THE "EST "ETS 7EB 0ART DISREGARDING WHAT SEARCH RESULTS NORMALLY WOULD BE RETURNED 4HIS WAY SPECIFIC RESULTS NOT FOUND IN THE SEARCH CAN BE DISPLAYED TO THE USER DEPENDING ON THE QUERY !NOTHER BENEFIT IS THE ABILITY TO EMPHASIZE THESE TO THE USER USING EITHER THE DEFAULT PRESENTATION AS SHOWN HERE OR CUSTOM STYLING TECHNIQUES "EST BETS DO NOT REPLACE ANY OTHER SEARCH RESULTS THAT WOULD NORMALLY BE RETURNED 4RIMMING OF THE NORMAL SEARCH RESULTS HOWEVER DOES TAKE PLACE SUCH THAT THE NORMAL SEARCH RESULT SET DOES NOT INCLUDE RESULTS FROM THE BEST BETS SET &OR MORE INFORMATION ON HOW TO CONFIGURE THE "EST "ETS 7EB 0ART SEE #HAPTER

&IGURE %XAMPLE OF SEARCH KEYWORDS ! DESCRIPTION OF THE KEYWORD CAN BE ADDED 4HIS DESCRIPTION WILL BE SHOWN ON THE SEARCH RESULTS PAGE 4HE DESCRIPTION IS USED TO DISPLAY ADDITIONAL INFORMATION ABOUT A SPECIFIC KEYWORD AND ITS SYNONYMS &OR THE KEYWORD JUST SHOWN THE DESCRIPTION IS USED TO PROVIDE INFORMATION ABOUT A PARTICULAR PERSON S JOB TITLE 4HIS COULD ALSO BE USED TO SHOW ADDITIONAL INFORMATION ABOUT A SPECIFIC PRODUCT NAME OR GUIDANCE IF SEARCHING FOR KEYWORDS KNOWN TO PRODUCE POOR RESULTS

#ONTACT AND 0UBLISHING )N THE #ONTACT FIELD THE USER PROFILE OF THE USER TO CONTACT WITH EVENTS FOR THE KEYWORD IS SPECIFIED 4HIS WAY A USER CAN BE SET AS OWNER OR ADMINISTRATOR OF THE KEYWORD 'IVEN THE REQUIRED PERMISSIONS TO EDIT SEARCH KEYWORDS IT IS SUGGESTED THAT THIS BE THE CREATOR OF THE KEYWORD OR THAT THE #ONTACT BE GRANTED PERMISSIONS TO MANAGE KEYWORDS )T WILL COMPLICATE MAINTENANCE IF A THIRD PARTY WITH NO PERMISSIONS TO EDIT THE KEYWORD GETS THE NOTIFICATIONS +EYWORDS ALLOW FOR A START DATE AND END DATE TO BE SPECIFIED 4HE START AND END DATES ENABLE KEYWORDS TO BE CREATED BEFORE THEY TAKE EFFECT AND TO AUTOMATICALLY EXPIRE AT A GIVEN DATE 3EARCHES FOR THIS KEYWORD OR ANY OF THE SYNONYMS WILL NOT RETURN BEST BETS OUTSIDE OF THE START AND END DATE INTERVAL

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4HIS IS USEFUL IF FOR INSTANCE THE KEYWORD IS RELEVANT ONLY FOR A TIME LIMITED CAMPAIGN OR FOR OTHER REASONS IS TIME DEPENDENT )T ALSO FACILITATES MANAGEMENT IF THE KEYWORD DOES NOT HAVE TO BE CREATED AT THE EXACT TIME IT WILL TAKE EFFECT !NOTHER USE FOR THE END DATE IS TO AVOID HAVING TO DELETE KEYWORDS IF FOR SOME REASON THEY ARE NOT WANTED FOR A PARTICULAR PERIOD BUT MIGHT BE USEFUL IN A FUTURE SCENARIO 4HEN THE KEYWORD DOES NOT HAVE TO BE RECREATED WHEN IT BECOMES RELEVANT AGAIN 3IMPLY CHANGE THE START AND END DATES TO REACTIVATE IT +EYWORDS ALSO HAVE A REVIEW DATE SETTING 7HEN THE SET REVIEW DATE EXPIRES THE USER DEFINED IN THE #ONTACT FIELD WILL GET A NOTIFICATION TO REVIEW THE KEYWORD 4HIS MECHANISM IS ESPECIALLY USEFUL IN CASES WHERE A KEYWORD IS RELEVANT FOR A LIMITED TIME ONLY BUT THE EXACT END DATE IS NOT KNOWN 4HIS WAY THE #ONTACT CAN BE REMINDED TO RECONSIDER THE END DATE OR SET A NEW REVIEW DATE

-AINTENANCE /NE OF THE BIGGEST CHALLENGES WITH SEARCH KEYWORDS IS THE AMOUNT OF MANUAL MAINTENANCE REQUIRED !DMINISTRATORS TEND TO PUT A LOW PRIORITY ON MAINTAINING A MEANINGFUL AND USEFUL CORPUS OF SEARCH KEYWORDS AFTER SOME TIME )T IS THEREFORE IMPORTANT THAT THIS TASK RECEIVES FOCUS DURING NORMAL 3HARE0OINT MAINTENANCE PLANNING +EYWORDS ARE GENERALLY BEST MAINTAINED BY NON TECHNICAL STAFF +EYWORD MANAGEMENT HOWEVER

DOES REQUIRE SITE COLLECTION ADMINISTRATOR PRIVILEGES AND NORMAL NON TECHNICAL STAFF IS ALMOST NEVER GRANTED THIS ROLE $ECIDING WHO SHOULD BE THE #ONTACT AND GENERALLY MANAGE KEYWORDS MUST TAKE THIS INTO ACCOUNT %ND DATES ARE OFTEN LEFT BLANK WHICH MEANS THAT THE SEARCH KEYWORD WILL NEVER EXPIRE 4HERE ARE MANY SITUATIONS WHERE THIS IS USEFUL E G FOR COMPANY NAME ALIASES ETC /FTEN HOWEVER KEYWORDS MIGHT BE RELEVANT ONLY FOR TIME LIMITED PRODUCTS CAMPAIGNS ETC WHICH CAUSES THEM TO EXIST YEARS AFTER THEIR ACTUAL RELEVANCY %VEN COMPANY NAMES AND ALIASES SOMETIMES CHANGE AFTER A LONGER PERIOD #REATING A POLICY FOR USING THE REVIEW DATE SETTING CAN COUNTER ISSUES WITH OUTDATED KEYWORDS /NE REASON THE REVIEW FUNCTIONALITY OF KEYWORDS OFTEN IS NOT UTILIZED IS THAT IT IS NOT CLEAR WHO SHOULD RECEIVE NOTIFICATIONS AND WHEN IT REQUIRES REVIEW %SPECIALLY IF THE #ONTACT LEAVES THE COMPANY

THIS BECOMES AN ISSUE AS THE REVIEW NOTIFICATIONS THEN MIGHT NOT BE CAUGHT !NOTHER CHALLENGE WITH SEARCH KEYWORDS IS THEIR DEPENDENCY ON FIXED 52,S FOR ASSOCIATED BEST BETS 7HEN A DOCUMENT OR SITE THAT IS REFERENCED BY A BEST BET IS MOVED OR DELETED THE CORRESPONDING KEYWORD SHOULD ALSO BE UPDATED SUCH THAT IT DOESN T REFLECT THIS BROKEN 52, IN ITS BEST BETS ANYMORE &OR THE REASONS JUST MENTIONED PERIODIC MANUAL INSPECTION OF KEYWORDS SHOULD BE INCLUDED IN THE MAINTENANCE POLICY

3UGGESTED 5SES FOR +EYWORDS 0LANNING HOW AND WHEN TO BEST USE KEYWORDS CAN BE A CHALLENGE ! KEYWORD IS NOT VERY USEFUL BY ITSELF 4HE OBVIOUS USE OF KEYWORDS IS TO EMPHASIZE SPECIFIC FILES OR SITES BUT THEY CAN ALSO BE USEFUL IN A NUMBER OF OTHER SCENARIOS !NNOUNCEMENTS CAN BE CREATED USING KEYWORDS &OR INSTANCE A USER WHO SEARCHES FOR A SPECIFIC PERSON OR PRODUCT NAME CAN BE NOTIFIED THAT THE PERSON HAS LEFT THE COMPANY OR THAT THE PRODUCT NAME HAS CHANGED TO SOMETHING ELSE !MBIGUITY WHERE WORDS MEAN SEVERAL THINGS CAN BE EXPLAINED TO THE USER USING THE DESCRIPTION TO EXPLAIN THE DIFFERENT MEANINGS AND POSSIBLY GIVE LINKS TO A PAGE WITH MORE DETAILS ON THE DEFINITIONS 4OPIC POLICIES CAN BE COMMUNICATED TO USERS ! SEARCH FOR hEXPENSESv COULD INFORM THE USER TO CONTACT THE FINANCE DEPARTMENT FOR ALL EXPENSE RELATED INFORMATION 4HE SAME COULD BE THE CASE WITH PROFANITY WHERE SEARCHES FOR PRE DEFINED OBSCENE WORDS COULD GIVE A WARNING AND LINK TO A PAGE CONTAINING A PROFANITY POLICY

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,INKS TO EXTERNAL PAGES USING BEST BETS THAT MAKE SENSE FOR A KEYWORD BUT ARE NOT INDEXED BY 3HARE0OINT ARE USEFUL FOR ASSOCIATING KEYWORDS TO SISTER COMPANIES WEB SITES OR OTHER RELEVANT EXTERNAL RESOURCES OUTSIDE DIRECT CONTROL OF THE COMPANY !NOTHER USE OF LINKS TO EXTERNAL PAGES IS TO ASSOCIATE A KEYWORD SUCH AS A CUSTOMER NAME WITH LINKS TO ALL RELEVANT SUBPAGES ON THAT CUSTOMER S WEB SITE &OR COMPANIES THAT CHARGE FOR REFERENCES SPONSORED LINKS CAN BE CREATED TO ALLOW CUSTOMERS OF THAT COMPANY TO GET THEIR REFERENCES EMPHASIZED IN THE SEARCH RESULTS LIST AT AN ADDITIONAL COST 4HIS IS NOT UNLIKE WHAT MOST LARGER SEARCH ENGINES LIKE 'OOGLE DO

3EARCH !LERTS !DMINISTRATION 3EARCH ALERTS IN 3HARE0OINT ARE A MECHANISM TO ENABLE USERS TO BE NOTIFIED OR ALERTED BY E MAIL OR 3-3 TEXT MESSAGE WHENEVER A SPECIFIC QUERY WOULD RETURN NEW RESULTS OR WHEN THE CONTENT OF EXISTING RESULTS HAS CHANGED !LERTS ARE PERSONAL AND CAN BE CONFIGURED AND VIEWED ONLY BY THE USER WHO CREATED THEM 3EARCH ALERTS HAVE TWO REQUIREMENTS FOR THE 3HARE0OINT FARM CONFIGURATION v

3EARCH ALERTS MUST BE ENABLED ON THE 3EARCH SERVICE APPLICATION

v

/UTGOING E MAIL MUST BE CONFIGURED

"Y DEFAULT SEARCH ALERTS ARE DEACTIVATED FOR THE 3EARCH SERVICE APPLICATIONS &IGURE 4O ENABLE SEARCH ALERTS YOU MUST USE AN ACCOUNT THAT HAS ADMINISTRATIVE RIGHTS TO THE 3EARCH SERVICE APPLICATION

&IGURE 4OGGLING SEARCH ALERTS

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4O ACTIVATE SEARCH ALERTS FOR A 3EARCH SERVICE APPLICATION DO THE FOLLOWING

'O TO !PPLICATION -ANAGEMENT â&#x17E;¤ -ANAGE SERVICE APPLICATIONS

#LICK THE 3EARCH SERVICE APPLICATION

,OCATE h3EARCH ALERTS STATUSv AND CLICK THE %NABLE BUTTON

7HEN PERFORMING THE 2ESET )NDEX OPERATION FOR THE 3EARCH SERVICE APPLICATION 3HARE0OINT WILL ASK IF SEARCH ALERTS SHOULD BE DISABLED FOR THIS OPERATION 4HIS IS RECOMMENDED AS DOING THIS OPERATION OTHERWISE WOULD FIRE ALL CONFIGURED SEARCH ALERTS WHERE THE hALERT ON CHANGESv OPTION IS SET WHICH IT ALMOST ALWAYS IS

â&#x2013; .OTE #HANGES THAT TRIGGER SEARCH ALERTS ARE BASED ON THE CRAWLED CONTENT !N ALERT CAN THEREFORE NEVER FIRE MORE OFTEN THAN THE CRAWL INTERVALS OF THE CONTENT SOURCES THAT YIELD THE SEARCH RESULTS FOR THE SPECIFIC SEARCH ALERT

3EARCH 3UGGESTIONS 3EARCH SUGGESTIONS CALLED QUERY SUGGESTIONS ON THE 3EARCH "OX 7EB 0ART WORK SIMILARLY TO THE "ING SEARCH DIALOG

BY PROVIDING A LIST OF SUGGESTED SEARCH TERMS BELOW THE SEARCH BOX WHILE A QUERY IS TYPED

AS SHOWN IN &IGURE

&IGURE 3HARE0OINT %NTERPRISE 3EARCH "OX WITH SEARCH SUGGESTIONS 3EARCH SUGGESTIONS ARE ONE OF THE TOPICS THAT OFTEN CAUSE CONFUSION AND ARE DIFFICULT TO TRY OUT IN TEST ENVIRONMENTS 4HIS IS PARTIALLY BECAUSE OF THE WAY SEARCH SUGGESTIONS ARE ACTIVATED AND PARTIALLY BECAUSE THEY CANNOT BE MANAGED THROUGH THE 3HARE0OINT USER INTERFACE 4HE MOST IMPORTANT THING TO UNDERSTAND ABOUT SEARCH SUGGESTIONS IS WHEN THEY ARE ADDED /NLY SEARCH TERMS THAT YIELD RESULTS THAT ACTUALLY GET CLICKED WILL GO INTO THE SEARCH SUGGESTION POOL !

MINIMUM OF SIX CLICKS PER YEAR IS REQUIRED FOR THE TERM TO SHOW UP AS A SEARCH SUGGESTION )T IS POSSIBLE TO ADD AND REMOVE SEARCH SUGGESTIONS MANUALLY 4HIS CAN BE DONE BY USING 0OWER3HELL COMMANDS THROUGH THE 3HARE0OINT -ANAGEMENT 3HELL

6IEWING 3EARCH 3UGGESTIONS 4O LIST EXISTING SEARCH SUGGESTIONS YOU CAN RUN THE COMMANDS IN ,ISTING FROM THE 3HARE0OINT -ANAGEMENT 3HELL

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,ISTING ,ISTING 3EARCH 3UGGESTIONS P__,6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] 6Tc B?4]cTa_aXbTBTPaRW@dTahBdVVTbcX^]2P]SXSPcTb ~BTPaRW0__ P__

!DDING 3EARCH 3UGGESTIONS 4O ADD NEW SEARCH SUGGESTIONS YOU CAN RUN THE COMMANDS IN ,ISTING FROM THE 3HARE0OINT -ANAGEMENT 3HELL ,ISTING !DDING 3EARCH 3UGGESTIONS P__,6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] =Tf B?4]cTa_aXbTBTPaRW;P]VdPVTATb^daRT?WaPbT ~BTPaRW0__[XRPcX^] P__ ~;P]VdPVT T] DB! Ch_T @dTahBdVVTbcX^]0[fPhbBdVVTbc ~=P\T {BWPaT?^X]c BTPaRW|

4HIS WILL ADD THE QUERY h3HARE0OINT 3EARCHv TO THE SEARCH SUGGESTIONS LIST 4HE SEARCH SUGGESTION WILL SHOW UP IN THE SEARCH DIALOG ONLY AFTER THE 0REPARE 1UERY 3UGGESTIONS TIMER JOB HAS EXECUTED 0ER DEFAULT IT IS SCHEDULED TO RUN DAILY BETWEEN A M AND P M 4O GET THE SEARCH SUGGESTIONS TO SHOW UP IMMEDIATELY RUN THE COMMANDS IN ,ISTING FROM THE 3HARE0OINT -ANAGEMENT 3HELL ,ISTING 2UNNING THE 0REPARE 1UERY 3UGGESTIONS 4IMER *OB cX\Ta,6Tc B?CX\Ta9^Qk. j N =P\T ~T` {?aT_PaT @dTah BdVVTbcX^]b|l cX\Ta Ad]=^f

2EMOVING 3EARCH 3UGGESTIONS 4O REMOVE SEARCH SUGGESTIONS RUN THE COMMANDS IN ,ISTING FROM THE 3HARE0OINT -ANAGEMENT 3HELL ,ISTING 2EMOVING 3EARCH 3UGGESTIONS P__,6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] AT\^eT B?4]cTa_aXbTBTPaRW;P]VdPVTATb^daRT?WaPbT ~BTPaRW0__[XRPcX^] P__ ~;P]VdPVT T] DB! Ch_T @dTahBdVVTbcX^]0[fPhbBdVVTbc ~8ST]cXch {BWPaT?^X]c BTPaRW|

4HIS WILL REMOVE THE QUERY h3HARE0OINT 3EARCHv FROM THE SEARCH SUGGESTIONS LIST 4HE SEARCH SUGGESTION WILL BE REMOVED FROM THE SEARCH DIALOG ONLY AFTER THE 0REPARE 1UERY 3UGGESTIONS TIMER JOB HAS EXECUTED 0ER DEFAULT IT IS SCHEDULED TO RUN BETWEEN A M AND P M 4O GET THE SEARCH SUGGESTIONS REMOVED IMMEDIATELY RUN THE FOLLOWING COMMANDS IN ,ISTING FROM THE 3HARE0OINT -ANAGEMENT 3HELL

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,ISTING 2UNNING THE 0REPARE 1UERY 3UGGESTIONS 4IMER *OB cX\Ta,6Tc B?CX\Ta9^Qk. j N =P\T ~T` {?aT_PaT @dTah BdVVTbcX^]b|l cX\Ta Ad]=^f

3EARCH 3COPES 3EARCH SCOPES ARE USED TO LIMIT THE RESULT SET BY APPLYING RULE BASED RESTRICTIONS TO THE SEARCH 3COPES DO NOT REQUIRE BEING A SUBSET OF A LARGER RESULT SET 4HEY CAN DEFINE INDIVIDUAL POSSIBLE RESULT SETS 4HE BENEFIT OF USING SCOPES IS THE ABILITY THEY PROVIDE TO CREATE A DEFINITION FOR A SUBSET OF SEARCHABLE CONTENT OR CONTENT IN THE SEARCH INDEX 3COPES CAN THEN BE USED BY USERS AS AN EASY WAY OF TRIMMING THE POSSIBLE SEARCH RESULTS 3COPES CAN BE MADE EASILY ACCESSIBLE FOR USERS BY EITHER CREATING A SEARCH TAB WITH A SPECIALLY SCOPED SEARCH AND RESULTS PAGE OR BY ADDING THE SCOPE SELECTOR ON A SEARCH PAGE AND RESULTS PAGE ITSELF %XAMPLES OF TYPICAL SCOPES COULD BE DEPARTMENT SPECIFIC CONTENT PRE DEFINED TOPICS

SPECIFIC CONTENT SOURCES OR GROUPS OF PEOPLE IN AN ORGANIZATION )T IS ALSO POSSIBLE TO CREATE AGGREGATE SCOPES THAT ENCOMPASS A NUMBER OF OTHER SCOPES 9OU CAN SET SEARCH SCOPES AT BOTH THE 3EARCH SERVICE APPLICATION LEVEL AND AT THE SITE ADMINISTRATION LEVEL 3EARCH SCOPES SET AT THE 3EARCH SERVICE APPLICATION LEVEL ARE AVAILABLE TO ALL SITES AND SITE COLLECTIONS WITHIN THE SERVICE APPLICATION 4HESE SCOPES CANNOT BE MODIFIED OR DELETED AT THE SITE ADMINISTRATION LEVEL 3HARE0OINT NOW INCLUDES THE NEW REFINER 7EB 0ART WHICH IS DESCRIBED EARLIER IN THIS CHAPTER AND IN #HAPTER 4HE REFINER 7EB 0ART DOES OFFER THE USER SIMILAR FUNCTIONALITY TO THE SCOPES &OR INSTANCE THE REFINER CAN ALLOW THE USER TO REFINE THE SEARCH RESULTS BY SOURCES SUCH AS SITES OR BY PROPERTIES SUCH AS AUTHORS 7HEN PLANNING WHICH SCOPES TO CREATE THIS SHOULD BE TAKEN INTO CONSIDERATION AS OPPOSED TO PLANNING SCOPES FOR 3HARE0OINT

â&#x2013; .OTE 4O AVOID HAVING TO WAIT FOR 3HARE0OINT TO UPDATE ITS SCOPES GO TO THE 3EARCH !DMINISTRATION PAGE AND START AN UPDATE FOR THE SCOPES MANUALLY BY CLICKING h3TART UPDATE NOWv

-ANAGING 3COPES 3COPES CAN BE DEFINED AT EITHER THE 3EARCH SERVICE APPLICATION LEVEL OR SITE COLLECTION LEVEL 4HE ONLY DIFFERENCE HERE IS THE AVAILABILITY AND GROUPING OF SCOPES !VAILABILITY MEANS THAT SCOPES CREATED AT THE 33! LEVEL ARE AVAILABLE TO ALL SITES AND SITE COLLECTIONS THROUGHOUT THE FARM 3COPES CREATED AT THE SITE COLLECTION LEVEL ARE AVAILABLE ONLY TO ALL SITES WITHIN THAT SITE COLLECTION 'ROUPING IS POSSIBLE ONLY ON THE SITE COLLECTION LEVEL )T ALLOWS THE SITE COLLECTION ADMINISTRATOR TO DEFINE GROUPS OF SCOPES THAT MAKE SENSE AS A WHOLE 4HESE GROUPS CAN THEN BE APPLIED TO SEARCH 7EB 0ARTS WHERE FEASIBLE 3COPES CREATED AT THE 33! LEVEL CANNOT BE CHANGED AT THE SITE COLLECTION LEVEL

3COPES AT 33! ,EVEL 4O MODIFY SCOPES ON THE 33! LEVEL GO TO #ENTRAL !DMINISTRATION â&#x17E;¤ 3EARCH 3ERVICE !PPLICATION â&#x17E;¤ 3COPES 4HIS OPENS THE 3COPES LIST AS SHOWN IN &IGURE

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3COPES DEFINED AT THE 33! LEVEL ARE ADDED TO A SCOPE POOL CALLED 3HARED 4HESE SCOPES ARE ALWAYS AVAILABLE AT THE SITE COLLECTION LEVEL !T THE 33! LEVEL IT IS ALSO POSSIBLE TO VIEW ALL SCOPES DEFINED AT THE SITE COLLECTION LEVEL

&IGURE 3COPES LIST PAGE AT THE 33! LEVEL

3COPES AT THE 3ITE #OLLECTION ,EVEL 4O MODIFY SCOPES ON THE SITE COLLECTION LEVEL GO TO 3ITE !CTIONS â&#x17E;¤ 3ITE 3ETTINGS â&#x17E;¤ 3ITE #OLLECTION !DMINISTRATION â&#x17E;¤ 3EARCH SCOPES 3COPES INHERITED FROM 33! ARE MARKED AS 3HARED AS SHOWN IN &IGURE 7ITH THE EXCEPTION OF THE PRECONFIGURED SCOPES THESE SCOPES ARE NOT ADDED TO A DISPLAY GROUP DESCRIBED LATER IN THIS SECTION BUT PLACED IN A SEPARATE GROUP CALLED 5NUSED 3COPES !LSO NEW SCOPES CREATED AT THE SITE COLLECTION LEVEL ARE PLACED IN THE 5NUSED 3COPES GROUP UNLESS OTHERWISE SPECIFIED DURING CREATION

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&IGURE 3COPES LIST PAGE AT THE SITE COLLECTION LEVEL

#REATING .EW 3COPES 3COPE CREATION &IGURE IS ALMOST THE SAME ON BOTH THE 33! AND SITE COLLECTION LEVELS #LICK THE .EW 3COPE LINK TO GO TO THE #REATE 3COPE PAGE /N THIS PAGE THE SCOPE SETTINGS ARE DEFINED ! SCOPE REQUIRES A UNIQUE TITLE WHICH IS USED TO IDENTIFY THE SCOPE )T CAN ALSO HAVE AN OPTIONAL DESCRIPTION /N THE SITE COLLECTION LEVEL IT CAN BE SELECTED WHICH DISPLAY GROUPS THE SCOPE SHOULD BE PART OF 4HIS $ISPLAY 'ROUPS SECTION IS NOT AVAILABLE WHEN CREATING SCOPES FROM AN 33! 4HE LIST OF DISPLAY GROUPS REFLECTS THE DISPLAY GROUPS CREATED BY THE SITE COLLECTION ADMINISTRATOR ! SCOPE DOES NOT HAVE TO BE MAPPED TO A DISPLAY GROUP TO BE AVAILABLE FOR SEARCH AS IT CAN BE SPECIFIED ON THE QUERY STRING BUT IT MUST BE MAPPED TO A DISPLAY GROUP TO BE AVAILABLE FOR SELECTION BY USERS 4HE 4ARGET 2ESULTS PAGE CAN BE SET TO USE THE DEFAULT SEARCH RESULTS PAGE OR A SPECIFIC PAGE CAN BE ASSIGNED IN CASE OF CROSS SITE COLLECTION SEARCHES &OR SOME SCOPES IT WOULD MAKE SENSE TO CREATE A SPECIAL SEARCH RESULTS PAGE CAREFULLY DESIGNED TO SHOW SEARCH RESULTS OF A SPECIAL TYPE !N EXAMPLE OF THIS IS THE 0EOPLE SEARCH PAGE

Download from Wow! eBook <www.wowebook.com>

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&IGURE #REATING A SCOPE

3COPE 2ULES 3COPE RULES CAN BE CREATED BY APPLYING !.$ /2 ./4 RULES FOR A SELECTION OF PROPERTIES 4HE RULE SET ALLOWS THE ADMINISTRATOR TO SPECIFY THE TRIMMING OF THE SEARCH INDEX THAT THIS SCOPE REPRESENTS !S MENTIONED EARLIER THIS CAN BE EITHER CONTENT SOURCE RESTRICTIONS OR TOPIC FILTERING 4HE FOLLOWING TYPES OF RULES CAN BE CREATED v

7EB ADDRESS

v

0ROPERTIES

v

#ONTENT SOURCE NOT AVAILABLE ON THE SITE COLLECTION LEVEL

v

!LL CONTENT

7EB !DDRESS 2ULES FOR WEB ADDRESSES ARE SPECIFIED BY FOLDER NAME HOSTNAME OR DOMAIN NAME &IGURE 4HE EFFECT OF SPECIFYING AN ADDRESS IS THAT THE RESULTS WILL BE LIMITED OR EXCLUDED BASED ON THE ADDRESS

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&IGURE 3COPE RULESÂ&#x2C6;WEB ADDRESSES

0ROPERTY 1UERY 4HE MOST OFTEN USED SCOPE RULE IS THE PROPERTY QUERY &IGURE 4HIS POTENTIALLY ALLOWS AN ADMINISTRATOR TO CREATE SCOPE RULES FOR ALL MANAGED PROPERTIES AS LONG AS THEY ARE ALLOWED TO BE USED IN SCOPES

&IGURE 3COPE RULESÂ&#x2C6;PROPERTY QUERY

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!N OFTEN REQUIRED SCOPE TO CREATE IS A DOCUMENT SCOPE 5NFORTUNATELY THIS IS NOT POSSIBLE WITHOUT PERFORMING SOME ADDITIONAL STEPS AS THE 8b3^Rd\T]c PROPERTY CANNOT BE USED IN SCOPES PER DEFAULT 4HE 8b3^Rd\T]c PROPERTY DEFINES WHETHER A CONTENT TYPE IS A DOCUMENT 4HE FIRST THING TO DO IS TO ALLOW THE 8b3^Rd\T]c PROPERTY TO BE USED IN SCOPES 4HIS IS DONE ON THE 3EARCH SERVICE APPLICATION &OLLOW THESE STEPS TO ENABLE THE 8b3^Rd\T]c PROPERTY FOR SCOPES

'O TO THE -ETADATA 0ROPERTIES LIST IN THE 33!

AND OPEN THE 8b3^Rd\T]c PROPERTY &IGURE #HECK THE h!LLOW THIS PROPERTY TO BE USED IN SCOPESv CHECK BOX

4HEN SAVE THE CHANGES

&IGURE %DIT -ANAGED 0ROPERTY PAGE FOR 8b3^Rd\T]c PROPERTY .OW THE 8b3^Rd\T]c PROPERTY CAN BE USED IN SCOPES 4HE NEXT STEPS ARE TO CREATE A DOCUMENT SCOPE AND CONFIGURE IT TO USE THE 8b3^Rd\T]c PROPERTY

'O TO THE 3COPES LIST IN THE 33!

AND CLICK THE .EW 3COPE BUTTON

#REATE A NEW SCOPE WITH THE NAME $OCUMENTS &IGURE /PTIONALLY GIVE IT A SUITABLE DESCRIPTION 4HEN CLICK /+

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&IGURE 3COPE OVERVIEW PAGE FOR DOCUMENT SCOPE 7ITH THE 8b3^Rd\T]c PROPERTY CONFIGURED AND THE DOCUMENT SCOPE CREATED A RULE MUST BE CREATED ON THE SCOPE &IGURE TO MAKE IT USE THE 8b3^Rd\T]c PROPERTY

#LICK THE .EW 2ULE BUTTON

3ELECT THE 0ROPERTY 1UERY OPTION FOR THE 3COPE 2ULE 4YPE

%NTER THE 8b3^Rd\T]c PROPERTY AND GIVE IT A VALUE OF IN THE 0ROPERTY 1UERY SETTING

,EAVE THE BEHAVIOR SETTING AS )NCLUDE AND CLICK /+

&IGURE 3COPE RULE PAGE WITH 8b3^Rd\T]c RULE APPLIED

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

.OW THE DOCUMENT SCOPE IS CREATED AND CAN BE USED ON SEARCH AND RESULT 7EB 0ARTS TO GIVE THE USER AN OPTION TO QUICKLY FILTER CONTENT BASED ON WHETHER IT IS A DOCUMENT

#ONTENT 3OURCE 4HIS RULE LIMITS OR EXCLUDES CONTENT FROM THE SPECIFIED CONTENT SOURCE #ONTENT SOURCES ARE THE ONES DEFINED ON THE 3EARCH SERVICE APPLICATION INCLUDING THE DEFAULT CONTENT SOURCE NAMED ,OCAL 3HARE0OINT 3ITES &IGURE )F CONTENT SOURCES ARE TO BE USED IN SCOPE RULES CARE MUST BE TAKEN TO MAKE THEM FINE GRAINED ENOUGH TO FULFILL THE REQUIREMENTS OF THE DESIRED RULES 4HIS WOULD TYPICALLY MEAN THAT A CONTENT SOURCE WILL BE CREATED PER FILE SHARE OR GROUPS IN A FILE SHARE WEB SITE OR SIMILAR ENTITY

&IGURE 3COPE RULESÂ&#x2C6;CONTENT SOURCE

!LL #ONTENT 4HIS IS THE SCOPE RULE USED BY DEFAULT IN SEARCH CENTERS &IGURE &OR EXAMPLE IF THE GOAL IS TO SEARCH ALL CONTENT SOURCES EXCEPT A SINGLE ONE FOR THE GIVEN SCOPE USE THIS RULE TO INCLUDE ALL CONTENT AND THEN USE A SECOND RULE FOR THE GIVEN SCOPE TO EXCLUDE THE APPROPRIATE CONTENT SOURCE

&IGURE 3COPE RULESÂ&#x2C6;!LL #ONTENT SELECTION

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

$ISPLAY 'ROUPS &OR SCOPES TO BE USABLE IN SEARCH CENTERS THEY MUST BE ADDED TO A DISPLAY GROUP IN THE SITE COLLECTION

#LICK THE $ISPLAY 'ROUPS LINK TO OPEN THE $ISPLAY 'ROUP SETTINGS PAGE &IGURE

4O CREATE A NEW DISPLAY GROUP CLICK .EW $ISPLAY 'ROUP 4HIS WILL OPEN THE #REATE $ISPLAY 'ROUP PAGE

4O EDIT EXISTING DISPLAY GROUPS SIMPLY CLICK THE APPROPRIATE GROUP NAME

&IGURE 3COPE DISPLAY GROUPS /N THE 3COPE $ISPLAY 'ROUP PAGE &IGURE IT IS POSSIBLE TO DEFINE ONE OR MORE SCOPES TO SHOW IN A SPECIFIC DISPLAY GROUP )T IS ALSO POSSIBLE TO SET THE DEFAULT SCOPE AND GIVE THE GROUP A MEANINGFUL TITLE AND DESCRIPTION

3ELECT WHICH SCOPES TO INCLUDE IN THE GROUP AND DEFAULT SCOPE 4HEN CLICK /+ 4HIS WILL CREATE THE NEW DISPLAY GROUP

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE %DITING SCOPE DISPLAY GROUPS 4HE NEWLY CREATED DISPLAY GROUP WILL NOW BE SHOWN ON THE $ISPLAY 'ROUPS PAGE AS SHOWN IN &IGURE )T ALSO SHOWS HOW MANY SCOPES ARE INCLUDED IN THE DISPLAY GROUP

&IGURE 3COPE DISPLAY GROUPS WITH CUSTOM GROUP

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

4O USE THE NEW DISPLAY GROUP IN A SEARCH CENTER AS DESCRIBED IN THE 3EARCH #ORE 2ESULTS SECTION SET THE DISPLAY GROUP OPTION OF ANY RELEVANT 7EB 0ART TO THE APPROPRIATE GROUP NAME 4HE 7EB 0ART WILL NOW USE THE SELECTED DISPLAY GROUP AS SHOWN IN &IGURE

&IGURE %XAMPLE OF SEARCH BOX WITH CUSTOM SCOPE AND SCOPE GROUP ENABLED

!DDING 3EARCH 3COPE 3ELECTOR TO THE 3EARCH "OX -OST SITES CONTAIN A SEARCH BOX 5NLIKE IN 3HARE0OINT THE SEARCH BOX DOES NOT INCLUDE A SCOPE DROP DOWN )T CONTAINS ONLY THE h3EARCH THIS SITEv SEARCH BOX AS SHOWN IN &IGURE

&IGURE 4HE DEFAULT SITE SEARCH BOX 4O ENABLE SCOPE SELECTION DIRECTLY FROM THE SEARCH BOX DO THE FOLLOWING

'O TO 3ITE !CTIONS â&#x17E;¤ 3ITE 3ETTINGS â&#x17E;¤ 3ITE #OLLECTION !DMINISTRATION â&#x17E;¤ 3EARCH 3ETTINGS 4HIS WILL OPEN THE PAGE FOR MANAGING THE SEARCH BOXES ON THIS SITE COLLECTION AS SHOWN IN &IGURE

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE 3EARCH SETTINGS ON THE SITE COLLECTION LEVEL

&ROM THE 3ITE #OLLECTION 3EARCH $ROPDOWN -ODE SECTION SELECT THE h3HOW AND DEFAULT TO CONTEXTUAL SCOPEv OPTION

#LICK /+ ON THE 3EARCH 3ETTINGS PAGE AND VALIDATE THAT THE SEARCH BOX NOW HAS A SCOPE SELECTOR AS SHOWN IN &IGURE

&IGURE 4HE SITE SEARCH BOX WITH SCOPE SELECTOR DROP DOWN

3EARCH 4ABS AND 0AGES 3EARCH TABS ARE A WEB CONTROL DISPLAYED ON THE %NTERPRISE 3EARCH #ENTER 4HE PURPOSE OF SEARCH TABS IS TO ALLOW EASY NAVIGATION BETWEEN DIFFERENT SEARCH PAGES EACH WITH THEIR OWN SEARCH 7EB 0ARTS LAYOUT

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

CONFIGURATION AND SCOPE 0ER DEFAULT 3HARE0OINT CREATES THE !LL 3ITES AND THE 0EOPLE TABS IN %NTERPRISE 3EARCH #ENTERS AS SHOWN IN &IGURE

&IGURE 3EARCH TABS 4HE TABS THEMSELVES ARE LIST ITEMS 3EPARATE LISTS EXIST FOR THE FOLLOWING v

4ABS SHOWN ON THE SEARCH PAGES

v

4ABS SHOWN ON THE RESULTS PAGES

4HE BENEFIT OF SEARCH TABS BEING LIST ITEMS IS THAT IT MAKES ALL SEARCH PAGES SHARE THE SAME TABS

WITHOUT AFFECTING THE TABS DEFINED FOR THE RESULTS PAGES AND VICE VERSA 4HIS WAY THE SEARCH PAGES FOR !LL 3ITES 0EOPLE AND ANY OTHER SEARCH PAGE SHARE TABS 3IMILARLY THE RESULTS PAGES FOR !LL 3ITES 0EOPLE AND ANY OTHER RESULTS PAGE SHARE TABS 4O ADD OR EDIT EXISTING TABS SELECT THE 0AGE TAB FROM THE RIBBON AND CLICK %DIT TO PUT THE PAGE IN %DIT MODE &IGURE !S MENTIONED BEFORE THE TABS EDITOR IS NOT A 7EB 0ART BUT A WEB CONTROL /N THE SEARCH DIALOG PAGES AND ALSO ON THE RESULTS PAGES THIS CONTROL IS DISPLAYED AT THE TOP OF THE PAGE 4HE LOCATION CAN BE CHANGED BY EDITING THE PAGE S MARKUP

&IGURE 3EARCH TABS EDIT CONTROL ON PAGE IN %DIT MODE 4O VIEW ADD OR EDIT EXISTING TABS CLICK THE %DIT 4ABS LINK WHICH OPENS THE LIST OF EXISTING TABS 4HE LIST SHOWS THE DEFAULT TABS FOR AN %NTERPRISE 3EARCH #ENTER !DDING EDITING AND REMOVING TABS IS JUST LIKE MANAGING ITEMS IN ANY OTHER LIST /N THE SEARCH PAGES THREE TABS ARE CREATED PER DEFAULT BUT ONLY TWO TABS ARE VISIBLE ON THE 3EARCH DIALOG PAGE &IGURE 4HE TWO TABS WITH THE TAB NAME !LL 3ITES ARE ACTUALLY POINTING TO DIFFERENT PAGES 4HE FIRST ONE IS POINTING TO STUPd[c Pb_g WHICH IS THE SEARCH PAGE NORMALLY VIEWED 4HE SECOND ONE POINTS TO PSeP]RTS Pb_g WHICH IS THE PAGE FOR ADVANCED SEARCH 4HE FINAL TAB POINTS TO PEOPLE /N RESULTS PAGES ONLY TWO TABS ARE CREATED PER DEFAULT

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE 3EARCH TABS LIST

Download from Wow! eBook <www.wowebook.com>

&OR NEW TABS TO BE MEANINGFUL A NEW SEARCH PAGE OR RESULTS PAGE SHOULD BE CREATED 4O CREATE A NEW SEARCH PAGE DO THE FOLLOWING

'O TO AN EXISTING SEARCH PAGE

#LICK 3ITE !CTIONS â&#x17E;¤ -ORE /PTIONS TO OPEN THE LIST OF PAGE TYPES 4HE FILTERS IN THE LEFT MENU ARE USEFUL FOR QUICKLY FINDING OR TRIMMING DOWN THE OPTIONS TO CHOOSE FROM

5SING THE PAGE FILTER &IGURE THREE OPTIONS ARE DISPLAYED AS SHOWN HERE $EPENDING ON WHETHER PUBLISHING IS DESIRED CHOOSE THE CORRECT PAGE TYPE AND CLICK THE #REATE BUTTON

&IGURE #REATING A PUBLISHING PAGE

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

!FTER CHOOSING A PAGE TYPE AND CLICKING THE #REATE BUTTON THE #REATE 0AGE DIALOG OPENS &IGURE (ERE IT IS POSSIBLE TO APPLY SOME STANDARD INFORMATION TO THE NEW PAGE 4HE TITLE WILL BE DISPLAYED AT THE TOP OF THE PAGE AS WELL AS IN THE TITLE BAR OF MOST BROWSERS 4HE DESCRIPTION IS DISPLAYED JUST BELOW THE TITLE IN SMALLER LETTERS AND GIVES USERS MORE DETAILED INFORMATION ON THE INTENT AND USAGE OF THE PAGE 4HE 52, .AME SPECIFIES THE FILE NAME OF THE PAGE 4HE PAGE IS CREATED IN A LOCATION RELATIVE TO THE SITE ON WHICH IT EXISTS 4HE PAGES WILL ALWAYS BE OF TYPE Pb_g )T IS NOT POSSIBLE TO CREATE OTHER FORMATS OF WEB PAGES USING THIS DIALOG 4HE 0AGE ,AYOUT SECTION DISPLAYS THE AVAILABLE PRE DEFINED LAYOUTS FOR THE GIVEN SITE )F THE NEW PAGE TO BE CREATED IS A SEARCH PAGE CHOOSE h3EARCH BOXv OR h!DVANCED SEARCHv FROM THE 0AGE ,AYOUT SECTION )F THE NEW PAGE TO BE CREATED IS A RESULTS PAGE CHOOSE h3EARCH RESULTSv OR h0EOPLE SEARCH RESULTSv FROM THE 0AGE ,AYOUT SECTION

&IGURE #HOOSING A PAGE LAYOUT OF NEW PAGE

â&#x2013; .OTE 4HE SELECTION OF PAGE LAYOUT DICTATES IF h4ABS IN SEARCH PAGESv OR h4ABS IN RESULT PAGESv WILL BE USED

#HOOSE THE DESIRED PAGE LAYOUT AND CLICK THE #REATE BUTTON 4HE NEW PAGE WILL OPEN IN %DIT MODE

AS SHOWN IN &IGURE &OR %NTERPRISE 3EARCH #ENTERS THIS PAGE ALSO INCLUDE THE 4ABS WEB CONTROL .OTICE THAT THE NEWLY CREATED PAGE IS NOT MAPPED TO A SPECIFIC TAB 4HIS CAN BE DONE FROM ANY OF THE SEARCH PAGES OR SEARCH RESULTS PAGES IN %DIT MODE DEPENDING ON THE TARGET TAB GROUP FOR THE NEW PAGE

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

&IGURE .EW SEARCH PAGE IN %DIT MODE 4O ADD THE NEW SEARCH PAGE TO THE SEARCH TABS LIST CLICK !DD .EW 4AB 4HIS IS EQUAL TO GOING TO THE SEARCH TABS LIST AND ADDING A NEW ITEM /N THE NEW TAB ITEM &IGURE GIVE THE TAB A MEANINGFUL NAME AND TOOLTIP 4HE NEXT STEP IS TO MAP THE PAGE ITSELF TO THE NEW TAB 4O DO THIS COPY THE 52, OF THE NEWLY CREATED PAGE INTO THE 0AGE SECTION

&IGURE ,INKING NEW TAB TO A PAGE

#(!04%2 â&#x2013; #/.&)'52).' 3%!2#( 3%44).'3 !.$ 4(% 53%2 ).4%2&!#%

7HEN THE TAB NAME TOOLTIP AND 52, OF THE TARGET PAGE ARE ENTERED CLICK THE 3AVE BUTTON ! NEW SEARCH TAB IS NOW AVAILABLE FOR THE NEW CUSTOM SEARCH PAGE AND ALL OTHER PAGES SHARING THE SAME TABS LIST AS SHOWN IN &IGURE

&IGURE 3EARCH DIALOG WITH CUSTOM TAB 2ESULTS PAGES AND TABS IN RESULTS PAGES ARE CREATED THE SAME WAY #REATING NEW TABS IS AN OPTION TO DO MORE COMPLEX SEARCH CONFIGURATIONS AND MAKE THEM EASILY ACCESSIBLE TO USERS )N SOME SCENARIOS IT MIGHT BE THAT TWO TABS DIFFER ON THE SCOPE THEY USE ONLY WHEN SEARCHING 3OME OF THE SEARCH SETTINGS

SUCH AS SCOPES ARE ALSO POSSIBLE TO DO ON JUST ONE PAGE BY INCLUDING A SCOPE SELECTOR CONTROL BUT ENABLING THIS AS A TAB INSTEAD OF A SCOPE SELECTOR IS SOMETIMES PREFERRED )T DOES INTRODUCE SOME MAINTENANCE OVERHEAD WHEN ADDING NEW SEARCH PAGES AND SEARCH RESULTS PAGES BUT IT ALSO PROVIDES THE BENEFIT OF BEING ABLE TO FINE TUNE EACH PAGE TO MEET SPECIFIC DEMANDS

3UMMARY )N THIS CHAPTER WE LOOKED AT CONFIGURING THE SEARCH RELATED 7EB 0ART SETTINGS ON THE SEARCH 7EB 0ARTS 4HE FOCUS WAS ON ENABLING THE ADVANCED FUNCTIONALITY THAT IS TYPICALLY UTILIZED IN CORPORATIONS AND ORGANIZATIONS USING 3HARE0OINT 4HIS CHAPTER ALSO DISCUSSED IMPLICATIONS RELATED TO DIFFERENT CONFIGURATIONS SUCH AS PERFORMANCE ISSUES USING SEARCH SUGGESTIONS ETC 4HE ADMINISTRATIVE INTERFACE OF 3HARE0OINT IS VAST 4HIS IS ALSO TRUE FOR THE SEARCH RELATED SETTINGS 5SERS OFTEN EXPERIENCE THAT IT IS DIFFICULT TO ACCOMPLISH TASKS SUCH AS SCOPE OR LOCATIONS MANAGEMENT 4HIS CHAPTER ASSISTED THE READER IN FINDING HIS OR HER WAY AROUND THE MULTITUDE OF SEARCH SETTINGS AVAILABLE IN 3HARE0OINT 7E ALSO LOOKED AT HOW TO MITIGATE SOME COMMON PROBLEMS THE USER MIGHT EXPERIENCE WHEN CONFIGURING CERTAIN SETTINGS 4HERE IS NO POSSIBLE WAY TO DESCRIBE EVERY POSSIBLE CONFIGURATION OF THE 3HARE0OINT 3EARCH EXPERIENCE BUT AFTER FINISHING THIS CHAPTER YOU SHOULD BE EQUIPPED TO UNDERSTAND KEY CONCEPTS PREDICT POSSIBLE ISSUES DO CUSTOM CONFIGURATION AND LEVERAGE THE MANY CONFIGURATION OPTIONS OFFERED IN 3HARE0OINT

CHAPTER 7

â&#x2013; â&#x2013; â&#x2013;

Working with Search Page Layouts !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

5NDERSTAND MASTER PAGES IN 3HARE0OINT

v

!PPLY BEST PRACTICES FOR MODIFYING LAYOUTS OF SEARCH

v

!DD AND IMPROVE NAVIGATION IN SEARCH CENTERS

v

!PPLY CUSTOM BRANDED LAYOUTS TO SEARCH

v

5SE $OCUMENT 2ATING IN 3EARCH AND CHANGE @CLICK BEHAVIOR OF DOCUMENT RESULTS

v

5NDERSTAND AND CONFIGURE REFINERS AND THE 2EFINEMENT 0ANEL

v

!DDING NUMBERED REFINERS

v

5NDERSTAND LIMITATIONS OF REFINERS

3HARE0OINT SEARCH OFFERS ENDLESS OPPORTUNITIES FOR EXTENSIONS AND MODIFICATIONS BUT NOT ALL ARE EQUALLY EASY TO PERFORM 4HIS IS TRUE FOR EVEN THE MOST FREQUENTLY REQUIRED MODIFICATIONS OR EXTENSIONS 3HARE0OINT LAYOUT IS BASED ON MASTER PAGES AND 83,4 !LTHOUGH IT MIGHT BE TRIVIAL TO CHANGE LAYOUT IT DOES INTRODUCE SOME CHALLENGES WHEN IT COMES TO THE 3EARCH INTERFACE ! TYPICAL EXTENSION TO THE DEFAULT THAT CORPORATIONS REQUIRE IS IMPROVED NAVIGATION FROM SEARCH CENTERS /UT OF THE BOX

3HARE0OINT OFFERS LITTLE IN TERMS OF NAVIGATING FROM SEARCH CENTERS TO OTHER SITES 4HIS CHAPTER TAKES A LOOK AT DIFFERENT WAYS TO SOLVE THIS SHORTCOMING INCLUDING MODIFYING THE MASTER PAGE ASPX PAGES OR USING A CUSTOM NAVIGATION 7EB 0ART 4HE TECHNIQUES DESCRIBED CAN ALSO BE APPLIED TO ACHIEVE OTHER GOALS %QUALLY IMPORTANT TO NAVIGATION IS THE BRANDING AND PRESENTATION OF NOT ONLY THE CONTENT SITES BUT ALSO THE SEARCH EXPERIENCE !DDING BRANDED MASTER PAGES TO SEARCH CENTERS IS STRAIGHTFORWARD IN 3HARE0OINT BUT IT DOES INTRODUCE SOME QUIRKS THAT WILL BE ADDRESSED IN THIS CHAPTER /NE OF THE GREAT THINGS ABOUT 3HARE0OINT IS HOW FLEXIBLE IT IS 4HIS IS DEMONSTRATED THROUGH EXAMPLES ON HOW TO UTILIZE THE NEW 2ATINGS PROPERTY AND APPLYING CUSTOM @CLICK BEHAVIOR FOR SEARCH RESULTS 4HESE EXAMPLES ARE DESIGNED TO INTRODUCE THE READER TO TWO FUNDAMENTALLY DIFFERENT APPROACHES WHEN IMPROVING THE SEARCH EXPERIENCE AND SHOULD PROVE HELPFUL WHEN PLANNING FOR OTHER SIMILAR IMPROVEMENTS 4HE REFINEMENT PANEL IS A NOVEL THING ADDED TO 3HARE0OINT )T IS PRECONFIGURED OUT OF THE BOX

BUT ITS FULL FUNCTIONALITY IS NOT EXPOSED 4HIS CHAPTER LOOKS AT SOME OF THE ADVANCED TOPICS ON ENABLING FUNCTIONALITY ON THE REFINEMENT PANEL WITH A FOCUS ON NUMBERED REFINERS

#(!04%2 â&#x2013; 7/2+).' 7)4( 3%!2#( 0!'% ,!9/543

/VERALL THIS CHAPTER INTRODUCES BEST PRACTICES ON SEVERAL WAYS TO SOLVE COMMON TASKS FACED BY 3HARE0OINT PROFESSIONALS IN EASY TO MAINTAIN WAYS 4HE METHODS PROPOSED SHOULD ENABLE THE READER TO APPLY THE METHODOLOGIES TO OTHER KEY REQUIREMENTS AS WELL AND UNDERSTAND POSSIBLE CONSEQUENCES OF DIFFERENT CONFIGURATIONS OF THE REFINEMENT PANEL

5NDERSTANDING -ASTER 0AGES IN 3HARE0OINT -ASTER PAGES PROVIDE THE ABILITY TO SEPARATE THE LAYOUT OF THE RENDERED PAGE FROM THE PAGE CONTAINING THE ACTUAL CONTENT -ASTER PAGES WERE ALSO A MAJOR COMPONENT IN 3HARE0OINT AND WHILE BACKWARD COMPATIBILITY HAS BEEN PRESERVED WITH A NUMBER OF NEW 3HARE0OINT MASTER PAGES THOSE NEW MASTER PAGES WITH THE VERSION LABEL ATTACHED TO THEM ARE NOT BACKWARD COMPATIBLE (OWEVER ALL VERSION MASTER PAGES ARE COMPATIBLE WITH 3HARE0OINT ALTHOUGH SOME FUNCTIONALITY WILL BE MISSING

â&#x2013; .OTE 4HIS CHAPTER DOES NOT GO INTO THE DETAILS OF HOW TO CREATE MASTER PAGES 4HAT TOPIC IS COVERED BY A NUMBER OF OTHER BOOKS AND BLOGS )NSTEAD THIS CHAPTER TOUCHES ON MANY OF THE NEW MASTER PAGES PROVIDED WITH 3HARE0OINT AND A FEW GENERAL POINTERS AND DESIGN HINTS THAT ARE OFTEN OVERLOOKED CONCERNING SOLVING TYPICAL REQUIREMENTS

V MASTER 4HIS IS THE DEFAULT TEAM SITE MASTER PAGE AND THE ONE THAT IS SUGGESTED AS A TEMPLATE WHEN CREATING A NEW OR CUSTOM BRANDED MASTER PAGE 4HIS MASTER PAGE PROVIDES THE NEW RIBBON BAR AS WELL AS OTHER 5) CHANGES !LSO THE 3ITE !CTIONS BUTTON IS MOVED IN 30 )T NOW APPEARS IN THE UPPER LEFT CORNER

DEFAULT MASTER )F A SITE IS UPGRADED FROM 30 IT USES THIS MASTER PAGE PER DEFAULT 4HE 3ITE !CTIONS BUTTON IS LOCATED ON THE UPPER RIGHT SIDE AND THE 5) MAINLY IS THE SAME AS IN 30 4HIS MASTER PAGE DOES NOT INCLUDE THE RIBBON BAR 4HE SITES USING THIS MASTER PAGE CAN BE CHANGED TO USE THE NEW VERSION MASTER PAGE

NAMED e# \PbcTa OR ANY CUSTOM BRANDED MASTER PAGE BASED ON THIS

MINIMAL MASTER 4HIS MASTER PAGE IS CLOSE TO BEING THE SIMPLEST POSSIBLE )T IS USED ONLY BY THE SEARCH CENTERS AND /FFICE 7EB !PPLICATIONS /NE OF THE THINGS MOST PEOPLE QUICKLY NOTICE WHEN USING SITES BASED ON THIS MASTER PAGE IS THE LACK OF NAVIGATION )T IS ARGUABLY A SIGNIFICANT LACK OF FUNCTIONALITY AND ALTHOUGH THE PURPOSE IS TO PROVIDE MORE SCREEN REAL ESTATE FOR SEARCH RESULTS AS WELL AS MAKING THE SEARCH CENTER APPEAR CLEANER IT IS SOMETHING THAT SHOULD BE CHANGED IN MOST CORPORATE SITES )T DOES MAKE MORE SENSE FOR THE /FFICE 7EB !PPLICATIONS AS THEY HAVE THEIR OWN 5) )N ANY CASE THIS IS HOW THE \X]X\P[ \PbcTa IS IN 30 OUT OF THE BOX

#(!04%2 â&#x2013; 7/2+).' 7)4( 3%!2#( 0!'% ,!9/543

SIMPLE MASTER 4HIS MASTER PAGE IS USED BY THE GENERIC 3HARE0OINT PAGES SUCH AS LOGIN AND ERROR PAGES )T IS NOT POSSIBLE TO USE ANOTHER MASTER PAGE FOR THESE PAGES 4HE ONLY OPTION TO CUSTOMIZE THESE PAGES IS TO CREATE A REPLACEMENT PAGE AND OVERRIDE THE EXISTING ONES BY SAVING IT IN THE N[Ph^dcb DIRECTORY ON THE SERVER 4HE FOLLOWING PAGES USE bX\_[T \PbcTa v

;^VX] Pb_g

v

BXV]>dc Pb_g

v

4aa^a Pb_g

v

AT`0RR Pb_g

v

2^]UXa\PcX^] Pb_g

v

FTQ3T[TcTS Pb_g

v

0RRTbb3T]XTS Pb_g

/THER -ASTER 0AGES 3HARE0OINT INCLUDES A LOT OF OTHER MASTER PAGES THAT ARE TYPICALLY NOT REQUIRED TO BE MANIPULATED WHEN CREATING A CUSTOM BRANDED LAYOUT )T IS SUGGESTED TO LEAVE THEM UNCHANGED UNLESS A SPECIAL REASON EXISTS FOR NOT DOING SO 4HESE MASTER PAGES ARE v

P__[XRPcX^] \PbcTa

v

P__[XRPcX^]e# \PbcTa

v

SXP[^V \PbcTa

v

[Ph^dcb \PbcTa

v

[Ph^dcbe" \PbcTa

v

_XRZTaSXP[^V \PbcTa

v

acTSXP[^V \PbcTa

v

bX\_[T \PbcTa

v

bX\_[Te# \PbcTa

v

\fbSTUPd[c \PbcTa

v

\fbSTUPd[ce# \PbcTa

v

PS\X] \PbcTa

v

_^_d_ \PbcTa

#(!04%2 â&#x2013; 7/2+).' 7)4( 3%!2#( 0!'% ,!9/543

#ONSIDERATIONS 7HEN #REATING A #USTOM -ASTER 0AGE 4HE FIRST PREREQUISITE BEST PRACTICE APPROACH BEFORE CREATING ANY CUSTOM BRANDED MASTER PAGE IS TO CREATE A 3HARE0OINT WEB SITE 4HE SUGGESTED STANDARD SITE TEMPLATE TO USE WHEN CREATING A SITE COLLECTION IS THE 4EAM 3ITE TEMPLATE 5SING A WELL KNOWN FULLY FEATURED SITE MAKES IT EASIER TO EVALUATE IF THE PAGES SHOW AS EXPECTED /NCE YOU HAVE A WEB SITE CREATED YOU ARE READY TO START MODIFYING IT )N ANY CASE WHEN IT COMES TO 3HARE0OINT IT IS ALWAYS BEST PRACTICE TO START CREATING YOUR CUSTOM BRANDED MASTER PAGE BASED ON ONE THAT ALREADY WORKS %XPERIENCE SHOWS THAT THIS REDUCES HEADACHES AND AVOIDS SPENDING HOURS ON SOLVING ISSUES RELATED TO HARD TO FIND ERRORS 5SING THE e# \PbcTa THAT COMES WITH 3HARE0OINT AS A BASE AND TRIMMING IT DOWN A BIT IS USUALLY A GOOD APPROACH 4HEN INITIALLY APPLY THE CUSTOM BRANDED TEMPLATE TO ONLY ONE SITE AND IGNORE ANY QUIRKS THAT YOU MIGHT EXPERIENCE IF APPLYING IT TO YOUR OTHER SITES /NLY WHEN THE MASTER PAGE IS BEHAVING AS EXPECTED ON YOUR INITIAL BASELINE SITE SHOULD IT BE DEPLOYED TO THE REST OF YOUR SITES /NCE THE BASE MASTER PAGE FOR THE CUSTOM BRANDED MASTER PAGE HAS BEEN EXTRACTED OR CREATED IT IS BEST PRACTICE TO GIVE IT A MEANINGFUL NAME 2EMEMBER TO INCLUDE V IN THE BEGINNING OF THE MASTER PAGE NAME IF IT IS BASED ON A V MASTER PAGE FOR CONSISTENCY PURPOSES 4HEN COPY IT TO THE P[[ UX[Tb NRPcP[^Vb \PbcTa_PVT FOLDER OF THE 3HARE0OINT FARM USING 3HARE0OINT $ESIGNER )F CUSTOM #33 FILES ARE REQUIRED USE 3HARE0OINT $ESIGNER TO CREATE NEW #33 FILES RATHER THAN CHANGING THE EXISTING ONES 4HEY SHOULD BE SAVED IN THE Bch[T ;XQaPah FOLDER .EW #33 FILES WILL INSTRUCT THE WEB BROWSER TO OVERWRITE THE DEFAULT 3HARE0OINT THEME WITH THE NEW THEME THAT YOU SPECIFIED IN YOUR #33 FILE WITH THE IMPORTANT SYNTAX "EST PRACTICE IS TO CREATE FOUR SEPARATE INDIVIDUAL #33 FILES FOR HEADER FOOTER NAVIGATION AND CONTENT PAGE 4O MAKE SURE THE NEW #33 FILES WORK AS EXPECTED THEY SHOULD BE REGISTERED IN THE CUSTOM BRANDED MASTER PAGE WITH THIS SYNTAX

+BWPaT?^X]c)2bbATVXbcaPcX^] ]P\T,| Bch[T ;XQaPah 0?<Rbb Rdbc^\NU^^cTa Rbb| 0UcTa,|R^aTe# Rbb| ad]Pc,|bTaeTa| -

"EGIN EDITING THE MASTER PAGE AND USING THE ELEMENT CLASS AND )$ NAME THAT WERE DECLARED IN YOUR #33 FILE UNTIL THE MASTER PAGE LOOKS LIKE WHAT YOU WANTED )T IS BEST PRACTICE TO KEEP LAYOUT CONSISTENT THROUGHOUT OUR SITES )TEMS THAT SHOULD STAY CONSISTENT ON THE SITES ARE v

(EADER FOOTER AND OTHER LAYOUT SEGMENTS

v

.AVIGATION PANES AND MAIN NAVIGATION CONTROLS ON PAGES

v

'ENERAL LAYOUT AND LOOK OF THE PAGE THIS INCLUDES IMAGES BORDER STYLES TABLE LAYOUTS ETC

)N 3HARE0OINT THE DEFAULT LAYOUT AS IS ALSO A GENERALLY ACCEPTED LAYOUT PRINCIPLE CONTAINS THE CONTENT IN THE MIDDLE BETWEEN THE HEADER FOOTER AND NAVIGATION PANES &IGURE 4HIS WAY IT IS THE CENTER PART OF THE PAGE THAT WILL BE UPDATED WHEN NAVIGATING AND NEW CONTENTS WILL BE DISPLAYED IN THE MIDDLE )N THE MASTER PAGES THIS IS ALSO WHERE THE MAIN CONTENT PLACEHOLDER IS LOCATED

#(!04%2 â&#x2013; 7/2+).' 7)4( 3%!2#( 0!'% ,!9/543

&IGURE 0AGE ORGANIZATION 4HE MAIN CONTENT TAG IS FORMATTED LIKE THIS

+Pb_)2^]cT]c?[PRT7^[STa XS,|2^]T]c?[PRT7^[STa83| ad]Pc,|bTaeTa| -

7HEN ANY PAGE IS CREATED USING A CUSTOM MASTER PAGE 7EB 0ART ZONES OR CONTENT AREAS SHOULD BE ADDED ONLY WITHIN THIS CUSTOM PLACE HOLDER UNLESS A SPECIFIC REASON EXISTS FOR DOING OTHERWISE /NCE YOU HAVE FINISHED CUSTOMIZING YOUR MASTER PAGE IT IS GOOD PRACTICE TO CREATE A 3HARE0OINT SOLUTION PACKAGE SO THAT YOU CAN DEPLOY YOUR CUSTOMIZED MASTER PAGE TO A 3HARE0OINT SERVER FARM AND RE USE IT FOR OTHER SITE COLLECTIONS 3OLUTION PACKAGES CAN BE CREATED USING 6ISUAL 3TUDIO -ORE DETAILS ON THIS TOPIC ARE AVAILABLE ON Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!%!(($ Pb_g

!DDING .AVIGATION TO THE 3EARCH #ENTER !S MENTIONED THE SEARCH PAGES USE THE \X]X\P[ \PbcTa MASTER PAGE PER DEFAULT 4HIS IS A VERY SIMPLE MASTER PAGE WITH NEXT TO NOTHING ON IT NOT EVEN NAVIGATION 4HIS IS ALSO ONE OF THE MOST FREQUENTLY RECURRING ISSUES PEOPLE ARE EXPERIENCING AS NAVIGATION ALMOST ALWAYS IS AN ESSENTIAL PART OF A CORPORATE WEB SITE 4HE /FFICE 7EB !PPLICATIONS ALSO USE THIS MASTER PAGE BUT FOR THOSE APPLICATIONS IT MAKES SENSE NOT TO INCLUDE NAVIGATION BECAUSE IT PROVIDES MORE SCREEN REAL ESTATE WHICH IS A BIGGER ISSUE FOR THE APPLICATIONS (ERE WE WILL LOOK AT DIFFERENT METHODS FOR MANIPULATING THE SEARCH CENTER S LAYOUT EXEMPLIFIED BY SHOWING A NUMBER OF WAYS OF ADDING NAVIGATION TO SEARCH CENTERS 7E ALSO LOOK AT HOW TO APPLY AN ALREADY EXISTING MASTER PAGE TO THE SEARCH CENTER AND SOME ISSUES RELATED TO THAT 4HE DIFFERENT TECHNIQUES APPLIED TO SOLVE THE NAVIGATION ISSUE CAN ALSO BE APPLIED TO SOLVE OTHER LAYOUT AND INTERACTION RELATED PROBLEMS

#(!04%2 â&#x2013; 7/2+).' 7)4( 3%!2#( 0!'% ,!9/543

7HICH METHOD TO CHOOSE FOR SOLVING A PARTICULAR PROBLEM IS DEPENDENT ON A NUMBER OF DECISIONS

ESPECIALLY THE FOLLOWING v

)S THE CHANGE REQUIRED THROUGHOUT THE FARM OR ONLY ON A SINGLE PAGE OR SITE

v

(OW OFTEN IS THE CHANGE EXPECTED TO REQUIRE UPDATING OR OTHER MAINTENANCE

v

3HOULD THE CHANGE AUTOMATICALLY APPLY TO NEWLY CREATED PAGES OR BE ADDED MANUALLY BY THE SITE OWNERS AND ADMINISTRATORS

)T SHOULD ALWAYS BE A CAREFULLY CONSIDERED DECISION WHICH METHOD TO USE AS REDOING IT USING ONE OF THE OTHER SUGGESTED METHODS CAN REQUIRE SIGNIFICANT WORK &IRSTLY THE TECHNIQUES ARE SO DIFFERENT THAT ALMOST NOTHING IS RE USABLE 3ECONDLY UNDOING ALREADY APPLIED CHANGES BASED ONE METHOD BEFORE APPLYING A SOLUTION BASED ON ANOTHER METHOD CAN BE TEDIOUS AND TIME CONSUMING )T SHOULD ALSO BE CONSIDERED THAT SITE OWNERS AND ADMINISTRATORS MIGHT REQUIRE TRAINING DEPENDING ON THE CHANGE 4HE FOLLOWING ARE SUGGESTIONS ON WHEN TO APPLY THE PROPOSED METHODS FOR MODIFYING THE LAYOUT IN THIS CASE ADDING NAVIGATION !DDING A CUSTOM NAVIGATION 7EB 0ART TO PAGES 5SING THIS METHOD IT IS COMMONLY THE RESPONSIBILITY OF THE SITE OWNER OR ADMINISTRATOR TO MANUALLY ADD THE 7EB 0ART 4HIS MAKES IT A VERY ADMINISTRATIVE HEAVY SOLUTION 4HIS CAN BE NEGATED BY CREATING CUSTOM SITE TEMPLATES THAT INCLUDE THIS 7EB 0ART )T DOES NOT HOWEVER SOLVE THE ISSUE WITH MAINTENANCE IF THE 7EB 0ART IS TO BE REMOVED AT A LATER TIME AS ONLY FUTURE SITES WOULD REFLECT THE CHANGE 4HIS IS HOWEVER

ALSO TRUE FOR ALL STANDARD 3HARE0OINT SITES SO IT IS A WELL KNOWN ISSUE )N ANY CASE THIS SOLUTION IS MOST SUITABLE FOR SITUATIONS WHERE THE CHANGE SHOULD BE APPLIED TO ONLY CERTAIN TYPES OF SITES OR SPECIFIC SITES -ODIFYING THE \X]X\P[ \PbcTa MASTER PAGE TO INCLUDE NAVIGATION -AKING CHANGES AT THE MASTER PAGE LEVEL MAKES THE CHANGE BOTH EASY TO MANAGE CENTRALLY AND EASY TO ALTER AND MAINTAIN )T DOES HOWEVER REMOVE THE OPTION TO CONTROL IT AT SITE LEVEL UNLESS SPECIFIC MASTER PAGES ARE CREATED FOR THE RELEVANT SITES )N A CORPORATION WHERE SITE CONTENT AND LAYOUT OFTEN NEED SOME DEGREE OF CENTRAL ADMINISTRATION THIS IS THE SUGGESTED METHOD %DITING THE BTPaRW<PX] Pb_g PAGES TO INCLUDE NAVIGATION %DITING THE Pb_g PAGES THEMSELVES CAN GENERALLY ACCOMPLISH THE SAME THINGS AS CHANGING THE MASTER PAGES )T ACTUALLY OFFERS MORE FLEXIBILITY AND CONTROL OVER THE LAYOUT 4HE BENEFIT OF THIS METHOD IS THAT IT ALLOWS A CHANGE TO BE APPLIED TO ALL PAGES ON A SPECIFIC SITE WITHOUT AFFECTING OTHER SITES )T IS ALSO EASY TO MAINTAIN AND UPDATE

AS ANY CHANGES WILL AFFECT BOTH EXISTING AND FUTURE PAGES ON THAT SITE )T DOES

HOWEVER REMOVE THE ABILITY TO CENTRALLY ADMINISTRATE THE CHANGE AND IT MAKES FARM WIDE DEPLOYMENT MORE TIME CONSUMING

!DDING (OME AND "ACK "UTTONS TO THE 3EARCH 2ESULT 0AGE 7HEN YOU CREATE A 3HARE0OINT 3EARCH #ENTER ONE OF THE FIRST THINGS YOU LL NOTICE IS THAT THERE IS NO NAVIGATION TO ALLOW THE USER TO GO BACK TO WHERE THE USER CAME FROM OR TO GO TO THE PARENT SITE OR TOP SITE AS SEEN IN &IGURE /BVIOUSLY THE "ACK BUTTON IN THE BROWSER COULD BE USED BUT THE USER SHOULD BE ABLE TO DO THIS FROM THE 3HARE0OINT 5) ITSELF

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&IGURE 3EARCHING FOR SOMETHING

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-ANY USE CASES CAN BE THOUGHT OF WHEN DETERMINING IF THIS IS A REAL ISSUE 4HE MOST COMMON CASE IS WHEN THE USER SEARCHES FOR SOMETHING AND DOES NOT FIND ANY DESIRED RESULTS &IGURE 4HIS COULD BE DONE FROM EITHER A SEARCH PAGE OR USING THE SEARCH BOX LOCATED ON MANY SITES SUCH AS 4EAM 3ITES ETC

&IGURE .AVIGATION IS HIDDEN /NE WAY OF SOLVING THIS IS TO USE A #ONTENT %DITOR 7EB 0ART THAT INCLUDES (OME AND "ACK BUTTONS THAT ARE ADDED TO THE aTbd[cb Pb_g AND _T^_[T Pb_g PAGES 4HIS TECHNIQUE CAN ALSO BE USED FOR A NUMBER OF OTHER PURPOSES SUCH AS PROVIDING QUICK LINKS OR HELPFUL INFO BUT HERE THE FOCUS IS ON ADDING DYNAMIC NAVIGATION TO GO BACK OR HOME /N THE ATbd[cb Pb_g PAGE EDIT THE PAGE AND ADD A #ONTENT %DITOR 7EB 0ART 4HE SUGGESTED LOCATION IS TO ADD IT TO THE LEFT 7EB 0ART ZONE 'IVE IT A MEANINGFUL TITLE E G .AVIGATION BUTTONS AND SET THE #HROME 4YPE TO .ONE !DD THE NECESSARY ICONS AND TEXT TO MAKE IT LOOK AS REQUIRED &OR THE TEXT THAT COULD BE 'O (OME FOR THE HOME BUTTON AND 'O "ACK FOR THE BACK BUTTON &OR EASIER DEPLOYMENT USE THE EXISTING IMAGES FROM THE 3HARE0OINT [Ph^dcb FOLDER 4HAT COULD BE N[Ph^dcb X\PVTb WW^\T _]V FOR THE (OME ICON AND N[Ph^dcb X\PVTb QPRZ VXU FOR THE "ACK ICON

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3ETTING THE 52, FOR THE (OME NAVIGATION IS EASY *UST SET IT TO h v TO SET IT TO THE SITE HOME (OWEVER

FOR THE "ACK BUTTON A LITTLE TRICK IS REQUIRED ,INK IT TO WaTU, AND SET THE CLICK BEHAVIOR AS ^]2[XRZ, WXbc^ah V^ .OW THE NAVIGATION ON THE ATbd[cb Pb_g PAGE IS FINISHED 4O AVOID REPEATING THIS ON THE ?T^_[T Pb_g PAGE AND OTHER PAGES WHERE THE (OME AND "ACK NAVIGATION 7EB 0ART IS USEFUL IT CAN BE STORED AS A RE USABLE 7EB 0ART

%XPORT THE NEW #ONTENT %DITOR 7EB 0ART TO YOUR DESKTOP

5PLOAD THE SAVED 7EB 0ART TO YOUR 7EB 0ART GALLERY )N THE 3ITE #OLLECTION 2OOT CLICK 3ITE !CTIONS CLICK 3ITE 3ETTINGS AND THEN CLICK 7EB 0ARTS

'IVE THE 7EB 0ART A USEFUL NAME AND DESCRIPTION AND CATEGORIZE IT

%DIT THE ?T^_[T Pb_g PAGE AND ADD A 7EB 0ART BUT THIS TIME CHOOSE THE 7EB 0ART THAT IS NOW IN YOUR GALLERY

!N ALTERNATIVE WAY TO DEPLOY THIS 7EB PART IS TO COPY THE FOLLOWING 7EB 0ART MARKUP IN ,ISTING INTO A TEXT FILE CHANGE THE FILE EXTENSION TO Sf_ AND THEN UPLOAD IT TO THE 7EB 0ART GALLERY SO YOU CAN RE USE IT ,ISTING .AVIGATION "UTTONS 7EB 0ART -ARKUP +.g\[ eTabX^], T]R^SX]V, dcU ' .- +FTQ?Pac g\[]b)gbX, Wcc_) fff f" ^aV ! G<;BRWT\P X]bcP]RT ! g\[]b)gbS, Wcc_) fff f" ^aV ! G<;BRWT\P g\[]b, Wcc_) bRWT\Pb \XRa^b^Uc R^\ FTQ?Pac e! - +CXc[T-BXcT =PeXVPcX^] 1dcc^]b+ CXc[T- +5aP\TCh_T-=^]T+ 5aP\TCh_T- +3TbRaX_cX^]-+ 3TbRaX_cX^]- +8b8]R[dSTS-cadT+ 8b8]R[dSTS- +I^]T83-;TUcI^]T+ I^]T83- +?Pac>aSTa- + ?Pac>aSTa- +5aP\TBcPcT-=^a\P[+ 5aP\TBcPcT- +7TXVWc - +FXScW - +0[[^fAT\^eT-cadT+ 0[[^fAT\^eT- +0[[^fI^]T2WP]VT-cadT+ 0[[^fI^]T2WP]VT- +0[[^f<X]X\XiT-cadT+ 0[[^f<X]X\XiT- +0[[^f2^]]TRc-cadT+ 0[[^f2^]]TRc- +0[[^f4SXc-cadT+ 0[[^f4SXc- +0[[^f7XST-cadT+ 0[[^f7XST- +8bEXbXQ[T-cadT+ 8bEXbXQ[T- +3TcPX[;X]Z - +7T[_;X]Z - +7T[_<^ST-<^ST[Tbb+ 7T[_<^ST- +3Xa-3TUPd[c+ 3Xa- +?Pac8\PVTB\P[[ - +<XbbX]V0bbT\Q[h-2P]]^c X\_^ac cWXb FTQ ?Pac + <XbbX]V0bbT\Q[h- +?Pac8\PVT;PaVT- N[Ph^dcb X\PVTb \bR^]c[ VXU+ ?Pac8\PVT;PaVT- +8b8]R[dSTS5X[cTa -

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+0bbT\Q[h-<XRa^b^Uc BWPaT?^X]c ETabX^], # 2d[cdaT,]TdcaP[ ! ?dQ[XR:ThC^ZT],& T(QRT T(#!(R+ 0bbT\Q[h- +Ch_T=P\T-<XRa^b^Uc BWPaT?^X]c FTQ?Pac?PVTb 2^]cT]c4SXc^aFTQ?Pac+ Ch_T=P\T- +2^]cT]c;X]Z g\[]b, Wcc_) bRWT\Pb \XRa^b^Uc R^\ FTQ?Pac e! 2^]cT]c4SXc^a - +2^]cT]c g\[]b, Wcc_) bRWT\Pb \XRa^b^Uc R^\ FTQ?Pac e! 2^]cT]c4SXc^a -+ J230C0J+Qa -! +P WaTU, -+X\V baR, N[Ph^dcb X\PVTb WW^\T _]V Q^aSTa, -+ P- ]Qb_*! +P WaTU, -7^\T+ P- ]Qb_* ]Qb_*+P ^]R[XRZ, WXbc^ah V^ WaTU, -! +X\V baR, N[Ph^dcb X\PVTb QPRZ VXU Q^aSTa, -+ P- ]Qb_*+P ^]R[XRZ,!

WXbc^ah V^ WaTU, -1PRZ+ P-+Qa -+Qa -LL-+ 2^]cT]c- +?PacBc^aPVT g\[]b, Wcc_) bRWT\Pb \XRa^b^Uc R^\ FTQ?Pac e! 2^]cT]c4SXc^a - + FTQ?Pac-

4O ADD THE 7EB 0ART TO A SEARCH RESULT PAGE SIMPLY CLICK THE 7EB 0ART ZONE WHERE THE 7EB 0ART SHOULD BE ADDED AND PICK THE NEWLY CREATED 3ITE .AVIGATION "UTTONS 7EB 0ART AS SEEN IN &IGURE

&IGURE !DDING NAVIGATION 7EB 0ART TO SEARCH RESULT PAGE 4HE RESULT SHOULD LOOK SIMILAR TO THE ONE SHOWN IN &IGURE 2EMEMBER THAT THIS 7EB 0ART CAN ALSO BE USED ON OTHER PAGES TO KEEP A UNIFORM LOOK AND FEEL

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&IGURE ATbd[cb Pb_g PAGE WITH PROPER DISPLAYED RESULT

!DDING .AVIGATION TO 3EARCH #ENTER -ASTER 0AGE !LTHOUGH THE MASTER PAGE \X]X\P[ \PbcTa HAS NO NAVIGATION IT IS POSSIBLE TO ADD IT 4HIS IS RECOMMENDED FOR MOST CORPORATIONS !SSUME A USER EXECUTES A SEARCH GETS SOME SEARCH RESULTS AND THEN WANTS TO JUMP BACK TO THE ROOT SITE 4HE ONLY WAY IS FOR THE USER TO MODIFY THE 52, MANUALLY WHICH IS NOT REALLY A FEASIBLE OPTION 4O ADD NAVIGATION TO THE \X]X\P[ \PbcTa FIRST LOCATE THIS SECTION IN THE MASTER PAGE

+SXe- +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STaCXc[T1aTPSRad\Q ad]Pc, bTaeTa - + SXe-

!DD THE FOLLOWING MARKUP FROM ,ISTING JUST BEFORE THE FOREGOING MARKUP 4HIS PLACES THE NAVIGATION IN THE CORRECT LOCATION FOR IT TO SHOW PROPERLY

-ICROSOFT +OLBY ( hCHANGE THE MASTERPAGE OF THE SEARCH CENTERv Wcc_) b^RXP[ cTRW]Tc \XRa^b^Uc R^\ 5^ad\b T] bWPaT_^X]c! Rdbc^\XiPcX^] cWaTPS RS$%'U#Q %"&! #' P Q"(" PS"S(PQ SQ'# *ANUARY TH

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,ISTING .AVIGATION IN \X]X\P[ \PbcTa -ASTER 0AGE -ARKUP +SXe XS, b# c^_WTPSTa! R[Pbb, b# _a b# ]^cS[V - +SXe R[Pbb, b# [_ b# c^_[X]Zb - +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STaC^_=Pe1Pa ad]Pc, bTaeTa - +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STa7^aXi^]cP[=Pe ad]Pc, bTaeTa - +BWPaT?^X]c)0b_<T]d 83, C^_=PeXVPcX^]<T]dE# Ad]Pc, bTaeTa 4]PQ[TEXTfBcPcT, UP[bT 3PcPB^daRT83, c^_BXcT<P_ 0RRTbb:Th, + ATb^daRTb)fbb ]PeXVPcX^]NPRRTbbZTh - DbTBX\_[TAT]STaX]V, cadT DbTBT_PaPcT2bb, UP[bT >aXT]cPcX^], 7^aXi^]cP[ BcPcXR3Xb_[Ph;TeT[b, ! <PgX\d\3h]P\XR3Xb_[Ph;TeT[b, BZX_;X]ZCTgc, 2bb2[Pbb, b# c] - +BWPaT?^X]c)3T[TVPcT2^]ca^[ ad]Pc, bTaeTa 2^]ca^[8S, C^_=PeXVPcX^]3PcPB^daRT 8S, c^_=PeXVPcX^]3T[TVPcT - +CT\_[PcTN2^]ca^[b- +Pb_)BXcT<P_3PcPB^daRT BW^fBcPacX]V=^ST, 5P[bT BXcT<P_?a^eXSTa, B?=PeXVPcX^]?a^eXSTa XS, c^_BXcT<P_ ad]Pc, bTaeTa BcPacX]V=^STDa[, bXS) ! - + CT\_[PcTN2^]ca^[b- + BWPaT?^X]c)3T[TVPcT2^]ca^[- + Pb_)2^]cT]c?[PRT7^[STa- + Pb_)2^]cT]c?[PRT7^[STa- + SXe- + SXe-

4HEN LOCATE THIS SECTION IN THE \X]X\P[ \PbcTa

+BWPaT?^X]c)2bbATVXbcaPcX^] =P\T, [Ph^dcb Rbb ad]Pc, bTaeTa -

!DD THIS JUST BEFORE THE FOREGOING

+BWPaT?^X]c)2bbATVXbcaPcX^] =P\T, R^aTe# Rbb ad]Pc, bTaeTa -

!FTER THESE CHANGES THE \X]X\P[ \PbcTa NOW INCLUDES NAVIGATION AS SEEN IN &IGURE !S IT IS ONLY THE SEARCH CENTER THAT USES THE \X]X\P[ \PbcTa IT IS SUGGESTED THAT THIS MASTER PAGE IS DEPLOYED THROUGHOUT THE FARM TO SOLVE THE MISSING NAVIGATION ISSUE FOR ALL SEARCH CENTERS BOTH CURRENT AND THE ONES CREATED LATER

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&IGURE .AVIGATION ADDED TO \X]X\P[ \PbcTa SCREEN DUMP

!DDING .AVIGATION TO THE 3EARCH-AIN ASPX 0AGE )NSTEAD OF CHANGING THE MASTER PAGE NAMED \X]X\P[ \PbcTa IT IS ALSO POSSIBLE TO ADD THE TOP NAVIGATION BAR DIRECTLY TO THE LAYOUT OF THE PAGE 4HIS CAN BE DONE BY ADDING THE FOLLOWING CODE TO THE BTPaRW<PX] Pb_g PAGE LAYOUT "EGIN TO EDIT THE PAGE BY SELECTING %DIT IN !DVANCED -ODE USING 30$ 4HEN LOCATE THIS SECTION IN THE BTPaRW<PX] Pb_g PAGE !LSO DO THE SAME FOR BTPaRWATbd[cb Pb_g

+ 2^]cT]cCT\_[PcT- + BWPaT?^X]c)D8ETabX^]TS2^]cT]c- +BWPaT?^X]c)D8ETabX^]TS2^]cT]c D8ETabX^], # ad]Pc, bTaeTa - +2^]cT]cCT\_[PcT-

!DD THE MARKUP SHOWN IN ,ISTING JUST AFTER THE MARKUP SHOWN PREVIOUSLY 4HIS WAY THE NAVIGATION IS ADDED IN THE RIGHT PLACE TO MAKE IT SHOW EXACTLY AS IF IT WERE ADDED TO THE MASTER PAGE USING THE PREVIOUSLY DESCRIBED METHOD ,ISTING .AVIGATION -ARKUP !DDED TO BTPaRW<PX] Pb_g 0AGE +SXe R[Pbb, b# [_ b# c^_[X]Zb bch[T, QPRZVa^d]S X\PVT)da[ N[Ph^dcb X\PVTb bT[QV _]V *!

QPRZVa^d]S aT_TPc)]^ aT_TPc* aT_TPc g)[TUc c^_* QPRZVa^d]S R^[^a) U%U%U%* eTacXRP[ P[XV])\XSS[T* \X] WTXVWc)!$_g*!

Q^aSTa c^_) _g b^[XS T T T * Q^aSTa Q^cc^\) _g b^[XS Q'QPQS - +BWPaT?^X]c)0b_<T]d 83, C^_=PeXVPcX^]<T]dE# Ad]Pc, bTaeTa 4]PQ[TEXTfBcPcT, UP[bT 3PcPB^daRT83, c^_BXcT<P_

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0RRTbb:Th, + ATb^daRTb)fbb ]PeXVPcX^]NPRRTbbZTh - DbTBX\_[TAT]STaX]V, cadT DbTBT_PaPcT2bb, UP[bT >aXT]cPcX^], 7^aXi^]cP[ BcPcXR3Xb_[Ph;TeT[b, ! <PgX\d\3h]P\XR3Xb_[Ph;TeT[b, BZX_;X]ZCTgc, 2bb2[Pbb, b# c] - +BWPaT?^X]c)3T[TVPcT2^]ca^[ ad]Pc, bTaeTa 2^]ca^[8S, C^_=PeXVPcX^]3PcPB^daRT !

8S, c^_=PeXVPcX^]3T[TVPcT - +CT\_[PcTN2^]ca^[b- +Pb_)BXcT<P_3PcPB^daRT BW^fBcPacX]V=^ST, 5P[bT BXcT<P_?a^eXSTa, B?=PeXVPcX^]?a^eXSTa XS, c^_BXcT<P_ ad]Pc, bTaeTa BcPacX]V=^STDa[, bXS) ! - + CT\_[PcTN2^]ca^[b- + BWPaT?^X]c)3T[TVPcT2^]ca^[- + SXe-

)N THE FOREGOING SAMPLE ALL THE #33 STYLES COME FROM THE 3HARE0OINT #33 FILE NAMED R^aTe# Rbb 4HESE CAN BE CHANGED TO FIT OTHER REQUIREMENTS FOR THE LOOK OF THE PAGE !FTER THESE CHANGES THE BTPaRW<PX] Pb_g AND BTPaRWATbd[cb Pb_g PAGES NOW INCLUDE NAVIGATION AS SEEN IN &IGURE !S IT IS ONLY THE SEARCH CENTER THAT USES BTPaRW<PX] Pb_g AND BTPaRWATbd[cb Pb_g IT IS SUGGESTED THAT THIS PAGE IS DEPLOYED THROUGHOUT THE FARM TO SOLVE THE MISSING NAVIGATION ISSUE ONCE AND FOR ALL !LSO NOTICE THAT THE END RESULT FROM A USER S PERSPECTIVE IS EXACTLY THE SAME AS WHEN ADDING NAVIGATION DIRECTLY TO THE MASTER PAGE

&IGURE .AVIGATION ADDED TO BTPaRW<PX] Pb_g SCREEN DUMP

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!PPLYING A "RANDED -ASTER 0AGE TO A 3EARCH #ENTER -ANY CORPORATIONS PREFER TO ADD BRANDING TO THE FRONT END LAYOUT OF THEIR 3HARE0OINT FARM 5SUALLY THIS IS DONE ON THE MASTER PAGES 3PECIFICALLY THE e# \PbcTa IS OFTEN THE ONE THAT CORPORATIONS CHANGE 4HIS IS ALL FINE FOR NORMAL SITES BUT IN MANY CASES SPECIAL ATTENTION NEEDS TO BE PAID TO THE SEARCH CENTER AS THE V BASED MASTER PAGES BREAK THE SEARCH CENTER

3EARCH "OX )S (IDING 7HEN "RANDING A 3EARCH #ENTER &IGURE SHOWS THE STANDARD SEARCH PAGE IN A SEARCH CENTER 0AY ATTENTION TO THE SEARCH BOX AS THIS IS THE ROOT OF THE PROBLEM

&IGURE 3TANDARD SEARCH CENTER SEARCH PAGE .ORMALLY A SITE COLLECTION IS CREATED WITH A SEARCH CENTER UNDERNEATH !LTERNATIVELY THIS IS DONE BY CREATING A PUBLISHING PORTAL THAT ALREADY HAS A SEARCH CENTER CREATED 4HE NEXT STEP IS USUALLY TO APPLY THE CORPORATE CUSTOM BRANDED MASTER PAGE TO ALL SUBSITES &OR A FICTIVE CORPORATION IT COULD LOOK SOMETHING LIKE &IGURE

&IGURE #ORPORATE CUSTOM BRANDED MASTER PAGE SCREEN DUMP FROM SEARCH CENTER SEARCH PAGE

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.OW THE SEARCH PAGE HAS THE CUSTOM BRANDED LAYOUT BUT THE SEARCH BOX HAS DISAPPEARED 4HIS IS BECAUSE THE SEARCH CENTER DOESN T SUPPORT THE V MASTER PAGES 4HE SEARCH BOX IS NOT GONE IT IS ACTUALLY HIDDEN IN THE BREADCRUMB PLACEHOLDER 4HIS WORKS JUST FINE WHEN \X]X\P[ \PbcTa IS APPLIED BUT AS MENTIONED THE LAYOUT PROBLEM SHOWN IN &IGURE HAPPENS WHEN TRYING TO APPLY ANY OF THE OTHER OUT OF THE BOX V MASTER PAGES OR A CUSTOM BRANDED MASTER PAGE SIMPLY BY CLICKING THE hAPPLY TO ALL SUBSITESv BOX

&IGURE "ROWSE BUTTON CLICKED TO SHOW THE SEARCH BOX LOCATED IN THE BREADCRUMB PLACEHOLDER

-AKING .AVIGATION 6ISIBLE AND 3HOWING THE 3EARCH "OX #ORRECTLY 4HIS CAN OBVIOUSLY BE FIXED BY CREATING A NEW CUSTOM BRANDED MASTER PAGE BASED ON THE \X]X\P[ \PbcTa OR BY ADJUSTING THE PAGE LAYOUTS IN THE SEARCH CENTER TO USE THE STANDARD CONTENT PLACEHOLDERS )N THIS CASE IT IS RECOMMENDED HOWEVER TO CREATE A NEW CUSTOM BRANDED MASTER PAGE BASED ON THE CURRENT CUSTOM BRANDED MASTER PAGE 7ITH MINOR ADJUSTMENTS IT CAN BE MODIFIED TO WORK WITH SEARCH CENTERS 4HIS APPROACH MAKES IT EASIER TO MAINTAIN THE MASTER PAGES IN THE FUTURE )N ,ISTING A COPY OF THE e# \PbcTa IS MODIFIED TO WORK WITH SEARCH CENTERS 4HIS IS ALSO USEFUL IF THE PURPOSE IS JUST TO ADD NORMAL NAVIGATION TO THE DEFAULT 3HARE0OINT 3EARCH #ENTER "ASIC KNOWLEDGE ABOUT MASTER PAGES AND 3HARE0OINT $ESIGNER IS ASSUMED -AKE A COPY OF e# \PbcTa AND GIVE IT A NEW NAME LIKE e#NbTPaRWRT]cTa \PbcTa 4HEN EDIT THE NEW MASTER PAGE 4HEN FIND AND REMOVE THE TAG NAMED ?[PRT7^[STaCXc[T1aTPSRad\Q .OW THE BREADCRUMB WILL WORK AS EXPECTED WITHOUT IT BEING LOCATED IN THE DROP DOWN PLACEHOLDER ,ISTING 2EMOVING 2^]cT]c?[PRT7^[STa 7RAPPING OF THE "READCRUMB +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STaCXc[T1aTPSRad\Q ad]Pc, bTaeTa - +BWPaT?^X]c);XbcBXcT<P_?PcW ad]Pc, bTaeTa BXcT<P_?a^eXSTab, B?BXcT<P_?a^eXSTa B?2^]cT]c<P_?a^eXSTa AT]STa2daaT]c=^ST0b;X]Z, UP[bT ?PcWBT_PaPc^a, 2bb2[Pbb, b# QaTPSRad\Q =^STBch[T 2bb2[Pbb, b# QaTPSRad\Q=^ST