SharePoint 2010 Search - Part 2 by Renan Ruas

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2daaT]c=^STBch[T 2bb2[Pbb, b# QaTPSRad\Q2daaT]c=^ST A^^c=^STBch[T 2bb2[Pbb, b# QaTPSRad\QA^^c=^ST =^ST8\PVT>UUbTcG, =^ST8\PVT>UUbTcH,"$" =^ST8\PVTFXScW, % =^ST8\PVT7TXVWc, % =^ST8\PVTDa[, N[Ph^dcb X\PVTb UVX\V _]V AC;=^ST8\PVT>UUbTcG, AC;=^ST8\PVT>UUbTcH,"&% AC;=^ST8\PVTFXScW, % AC;=^ST8\PVT7TXVWc, % AC;=^ST8\PVTDa[, N[Ph^dcb X\PVTb UVX\V _]V 7XST8]cTaXâA^^c=^STb, cadT BZX_;X]ZCTgc, - + Pb_)2^]cT]c?[PRT7^[STa- .EXT ADD THE ?[PRT7^[STaCXc[T1aTPSRad\Q BEFORE THE ?[PRT7^[STa<PX] 4HIS WILL ALLOW THE SEARCH CENTER TO INJECT THE SEARCH BOX IN A GOOD LOCATION +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STaCXc[T1aTPSRad\Q ad]Pc, bTaeTa -+ Pb_)2^]cT]c?[PRT7^[STa- +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STa<PX] ad]Pc, bTaeTa - -OVE ?[PRT7^[STa?PVTCXc[T8]CXc[T0aTP AND ANY SUPPORTING (4-, TO A HIDDEN PANEL BECAUSE THIS PLACEHOLDER ISN T USED THE SAME WAY IN THE SEARCH CENTER +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STa?PVTCXc[T8]CXc[T0aTP ad]Pc, bTaeTa - +Pb_)?P]T[ eXbXQ[T, UP[bT ad]Pc, bTaeTa - +Pb_)2^]cT]c?[PRT7^[STa XS, ?[PRT7^[STa?PVTCXc[T8]CXc[T0aTP ad]Pc, bTaeTa - + Pb_)?P]T[- 2EMOVE 2[dbcTaTS3XaTRcX^]P[BT_PaPcâ0aa^f P]S +W!-+ W!- )T WON T MAKE SENSE TO SHOW THESE AT THE TOP NOW +BWPaT?^X]c)2[dbcTaTS3XaTRcX^]P[BT_PaPcâ0aa^f ad]Pc, bTaeTa - +W!-+ W!-

!DDING #33 3TYLING 4O MAKE THE MASTER PAGE LOOK CORRECT FOR SEARCH CENTERS SOME #33 NEEDS TO BE ADDED 4HE #33 STYLES IN ,ISTING ARE ADDED TO THE HEAD SECTION OF THE MASTER PAGE ,ISTING #33 STYLING OF NAVIGATION +bch[T ch_T, cTgc Rbb - b# RP j \PaVX] [TUc) _g* l

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baRW bQ aTbd[cb j QPRZVa^d]S)caP]b_PaT]c ]^]T aT_TPc bRa^[[ * l baRW bQ \PX] j _PSSX]V c^_) ! _g* l baRW bQ aTbd[cb# j \PaVX]) X]WTaXc* _PSSX]V [TUc) ! _g* l \b Q^ShPaTPUaP\T j QPRZVa^d]S R^[â) caP]b_PaT]c* l cS \b cXc[TPaTPUaP\T SXe \b cXc[TPaTPUaP\T \b _PVTcXc[TPaTPUaP\T j WTXVWc) Pdc^ X\_âcP]c* l \b \PX] \b _cPQag \b \PX] \b bRcPQag \b \PX] \b _cPQR] \b \PX] \b bRcPQR] j QâSTa R^[â) TTTTTT* l baRW bQ aTbd[cb j WTXVWc) Pdc^* l \b bQ[X]Z j SXb_[Ph)Q[^RZ* l \b bQ[X]Z P)[X]Z \b bQ[X]Z P)eXbXcTS \b bQ[X]Z P)WêTa j R^[â) &!12* l + bch[T- &INALLY SAVE AND PUBLISH THE NEW MASTER PAGE )T SHOULD BE SET ONLY FOR SEARCH CENTERS 4HE RESULT WILL BE THAT THE SEARCH DIALOG NOW SHOWS CORRECTLY AS SEEN IN &IGURE

&IGURE "RANDED MASTER PAGE

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!FTER THESE CHANGES THE SEARCH CENTER NOW REFLECTS THE CUSTOM BRANDED MASTER PAGE IN A STILL EASY TO MAINTAIN VERSION 4HIS TECHNIQUES CAN ALSO BE USED TO CREATE MASTER PAGES WITH SEARCH CENTERnSPECIFIC BRANDING

-ODIFY THE 3EARCH 2ESULTS 0RESENTATION 3EARCH RESULTS IN 3HARE0OINT OFFER GREAT OPPORTUNITIES FOR MODIFICATION -ANY CAN BE DONE THROUGH THE 5) BUT SOME CHANGES REQUIRE A LITTLE MORE MODIFICATION 4HIS SECTION OFFERS SOME INSIGHT INTO THE POSSIBILITIES THROUGH EXAMPLES OF HOW TO ADD AND REMOVE SEARCH RESULT INFORMATION AND HOW TO MODIFY THE BEHAVIOR OF SEARCH RESULTS

!DDING !DDITIONAL )NFO TO 3EARCH 2ESULTS WITH 83,4 7HEN SEARCHING IN 3HARE0OINT USING DEFAULT SEARCH CENTERS ONLY A SMALL PORTION OF THE AVAILABLE DATA IS ACTUALLY PRESENTED TO THE USER /FTEN ADDING NEW INFORMATION IS AS EASY AS JUST MODIFYING THE 83,4 TEMPLATE TO DISPLAY ANOTHER PROPERTY VALUE 3OMETIMES HOWEVER SOME FORM OF INTERACTIVITY WITH THE SEARCH RESULTS IS DESIRED 4HIS SECTION FOCUSES ON HOW TO ENRICH THE SEARCH RESULT 5) THROUGH AN EXAMPLE WITH RATINGS

%NABLING 2ATINGS 4O GET STARTED OBVIOUSLY RATINGS NEEDS TO BE TURNED ON IN AT LEAST ONE LIST OR LIBRARY &OR THIS EXAMPLE A DOCUMENT LIBRARY CONTAINING A NUMBER OF 0OWER0OINT PRESENTATIONS AND A FEW DOCUMENTS IS USED 4O ENABLE RATINGS NAVIGATE TO THE DOCUMENT LIBRARY AND CHOOSE h,IST SETTINGSv FROM THE RIBBON &ROM THE $OCUMENT ,IBRARY SETTINGS PAGE CHOOSE h2ATING SETTINGSv WHICH OPENS A PAGE WHERE IT IS POSSIBLE TO ENABLE OR DISABLE RATINGS AS SEEN IN &IGURE

&IGURE %NABLING RATINGS /NCE THIS SETTING IS MADE A NEW COLUMN IS ADDED TO THE LIST AND TO THE DEFAULT VIEW AS SEEN NEXT IN &IGURE !T THIS POINT USERS CAN START RATING CONTENT

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&IGURE 2ATING CONTROLS DISPLAYED IN DOCUMENT LIBRARY

â&#x2013; .OTE 7HEN SELECTING A RATING AND THEN DOING A PAGE RELOAD IT CAN HAPPEN THAT THE PAGE IS NOT UPDATED WITH THE LATEST RATING DUE TO A DELAY IN PROCESSING RATINGS IN 3HARE0OINT

!S YOU CLICK THE STARS AND ADD A RATING THIS IS LOGGED BY 3HARE0OINT THROUGH AN ASYNCHRONOUS !*!8 CALL !N AUTOMATED TIMER JOB IN 3HARE0OINT NAMED 3OCIAL $ATA -AINTENANCE *OB IS RESPONSIBLE FOR CALCULATING THE AVERAGE RATINGS 4HE RATINGS ARE STORED IN THE B^RXP[APcX]VbN0eTaPVTb TABLE 4HE RATING INFORMATION IS COMPUTED FROM DATA IN THAT TABLE

-AKING 2ATINGS 3EARCHABLE 4O ALLOW DATA IN THIS CASE RATINGS TO BE SEARCHABLE IT MUST BE EXPOSED AS A SEARCHABLE PROPERTY -ORE PRECISELY THIS IS DONE BY CREATING A MANAGED PROPERTY IN SEARCH TO BE INCLUDED IN THE SEARCH RESULTS 4O CREATE THE MANAGED PROPERTY A CRAWLED PROPERTY IS REQUIRED 7HEN THE PROPERTIES ARE FULLY CONFIGURED PERFORM A FULL CRAWL FOR THE PROPERTIES TO BECOME AVAILABLE FOR SEARCHING )F YOU ARE UNCERTAIN IF THESE PROPERTIES ALREADY EXIST GO TO THE 3EARCH !DMINISTRATION PAGE IN #ENTRAL !DMINISTRATION 4HERE OPEN THE -ETADATA 0ROPERTIES LINK LOCATED ON THE NAVIGATION BAR TO THE LEFT AND CLICK THE #RAWLED 0ROPERTIES LINK 3EARCH FOR THE TERM hRATING v AS SEEN IN &IGURE

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&IGURE #HECKING PROPERTIES FOR RATING )F IT ALREADY EXISTS THE RESULT SHOULD SHOW TWO HITS ONE FOR ^fbN0eTaPVTAPcX]V AND ANOTHER FOR ^fbNAPcX]V2^d]c )F NO HITS ARE RETURNED MAKE SURE THAT RATING IS ENABLED ON A DOCUMENT LIBRARY START A FULL CRAWL IN SEARCH AND WAIT FOR IT TO COMPLETE 7HEN THE CRAWLED PROPERTIES EXIST THEN ADD A MANAGED PROPERTY FOR EACH OF THE TWO CRAWLED PROPERTIES "EGIN WITH THE ^fbN0eTaPVTAPcX]V AND CREATE A MANAGED PROPERTY NAMED h2ATING v AS SEEN IN &IGURE 4HIS VALUE IS OF A DECIMAL TYPE AND CHOOSE THE ^fbN0eTaPVTAPcX]V CRAWLED PROPERTY FOR THE MAPPING

&IGURE !DDED MANAGED PROPERTIES FOR RATING

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.EXT ADD A MANAGED PROPERTY NAMED APcX]V2^d]c THE SAME WAY AS WITH THE APcX]V PROPERTY )T SHOULD BE MAPPED TO THE CRAWLED PROPERTY NAMED ^fbNAPcX]V2^d]c AND HAVE THE TYPE SET TO )NTEGER %NSURE BOTH OF THE CRAWLED PROPERTIES ARE INCLUDED IN THE INDEX 4HIS IS DONE BY SELECTING THE h)NCLUDE VALUES FOR THIS PROPERTY IN THE SEARCH INDEXv CHECK BOX ON EACH CRAWLED PROPERTY !FTER ALL OF THESE CHANGES HAVE BEEN MADE AGAIN DO A FULL CRAWL OF SEARCH

â&#x2013; .OTE !N INCREMENTAL CRAWL DOES NOT UPDATE THE INDEX WHEN CHANGING MANAGED AND CRAWLED PROPERTIES 7HEN DOING STRUCTURAL CHANGES A FULL CRAWL IS REQUIRED #HAPTER PROVIDES ADDITIONAL DETAILS ON MANAGING PROPERTIES

!DDING 2ATINGS TO 3EARCH 2ESULTS 7HEN THE MANAGED PROPERTIES ARE ADDED AND A FULL CRAWL IS COMPLETED THE 83, TEMPLATE MUST BE MODIFIED TO SHOW THE RATING IN THE SEARCH RESULTS 7EB 0ART /PEN THE SEARCH RESULTS PAGE THAT NEEDS RATINGS ADDED TO IT AND GO TO EDIT MODE .OW CHANGE THE FOLLOWING THREE SETTINGS OF THE $ISPLAY 0ROPERTIES ON THE CORE SEARCH RESULT 7EB 0ART &IND THE 5SE ,OCATION 6ISUALIZATION SETTING AND MAKE SURE IT IS UNCHECKED &IND THE FETCHED PROPERTIES (ERE TWO NEW MANAGED PROPERTIES MUST BE ADDED )T SHOULD BE EXPANDED TO CONTAIN THESE +2^[d\] =P\T, APcX]V - +2^[d\] =P\T, APcX]V2^d]c - &IND THE 83, BUTTON AND CLICK IT 5PDATE THE 83, TO INCLUDE THE RATINGS !N EXAMPLE OF HOW IT COULD LOOK IS COVERED NEXT )T IS GOOD PRACTICE TO MAKE A BACKUP OF THE EXISTING 83, BEFORE EDITING IT 4HIS WAY IT IS EASIER TO GO BACK TO SCRATCH IN CASE THE 83, GETS WRONGLY EDITED &OR EASE OF USE IT IS SUGGESTED TO INSERT A CALL TEMPLATE BLOCK IN THE 83, TEMPLATE &OR THOSE NOT TOO FAMILIAR WITH 83, THIS IS JUST A PLACEHOLDER THAT DISPLAYS THE 83, FORMATTING TEMPLATE BLOCK TO APPLY AND WHICH VARIABLES TO USE IN THE TEMPLATE BLOCK )T CAN CONCEPTUALLY BE UNDERSTOOD AS A METHOD THAT GETS CALLED 4WO VARIABLES ARE REQUIRED 2ATING AND 2ATING #OUNT 4HESE PROPERTIES ARE EXPOSED TO THE FORMATTING TEMPLATE BLOCK WITH THE SAME NAMES FOR EASIER READING 4HE FORMATTING TEMPLATE BLOCK IS NAMED 3Xb_[PhAPcX]V +gb[)cT\_[PcT ]P\T, 3Xb_[PhAPcX]V - +gb[)_PaP\ ]P\T, aPcX]V - +gb[)_PaP\ ]P\T, aPcX]VR^d]c - APcX]V) +gb[)eP[dT Û bT[TRc, Uâ\Pc ]d\QTa aPcX]V - aPcTS +gb[)eP[dT Û bT[TRc, aPcX]VR^d]c - cX\Tb + gb[)cT\_[PcT-

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4HE NEXT STEP IS TO INCLUDE THE REQUIRED MARKUP IN THE 83, TEMPLATE WHERE THE 3Xb_[PhAPcX]V TEMPLATE IS TO BE RENDERED AND THE CONDITIONS UNDER WHICH IT SHOULD BE RENDERED ! SUITABLE LOCATION IN THE LAYOUT FOR THE RATING TO BE DISPLAYED IS JUST BEFORE THE HIT HIGHLIGHTED SUMMARY .OTICE THAT A TEST IS PERFORMED TO VERIFY THAT THE RATING IS HIGHER THAN 4HIS IS ONLY THE CASE IF THE ITEMÂ&#x2C6;IN THIS CASE DOCUMENTSÂ&#x2C6;HAS A RATING )F THE DOCUMENT HAS A RATING THE 3Xb_[PhAPcX]V TEMPLATE JUST SHOWN IS CALLED AND THE RATING TEXT IS RENDERED INTO THE LAYOUT +SXe R[Pbb, baRW 3TbRaX_cX^]! - +gb[)XU cTbc, aPcX]V Vc* - +Q- +gb[)RP[[ cT\_[PcT ]P\T, 3Xb_[PhAPcX]V - +gb[)fXcW _PaP\ ]P\T, aPcX]V bT[TRc, aPcX]V - +gb[)fXcW _PaP\ ]P\T, aPcX]VR^d]c bT[TRc, aPcX]VR^d]c - + gb[)RP[[ cT\_[PcT- + Q-+Qa - + gb[)XU- +gb[)RW^^bT- +gb[)fWT] cTbc, WXcWXVW[XVWcTSbd\\PahJ , L - +gb[)RP[[ cT\_[PcT ]P\T, 7Xc7XVW[XVWcX]V - +gb[)fXcW _PaP\ ]P\T, WW bT[TRc, WXcWXVW[XVWcTSbd\\Pah -

6IEWING AND 3EARCHING FOR 2ATINGS (AVING PERFORMED ALL THE CHANGES REQUIRED FOR RATINGS TO SHOW UP SHOULD YIELD A RESULT PAGE LOOKING SIMILAR TO &IGURE )T GIVES THE USER THE POSSIBILITY TO SELECT OR IGNORE A SPECIFIC SEARCH RESULT BASED ON RECOMMENDATIONS FROM OTHER PEOPLE IN YOUR ORGANIZATION DIRECTLY FROM THE SEARCH RESULTS LIST 4HIS EXAMPLE OF SHOWING RATINGS IS VERY BASIC -ORE ADVANCED GRAPHICAL TEMPLATES CAN BE APPLIED TO FURTHER ENHANCE THE USER EXPERIENCE

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&IGURE 2ATINGS SHOWING IN SEARCH RESULTS )T IS ALSO POSSIBLE TO SEARCH FOR RESULTS WITH A RATING HIGHER LOWER OR EQUAL TO A SPECIFIC VALUE 4HIS CAN BE DONE BY SIMPLY SEARCHING FOR THE PROPERTY 2ATING 2ATING 2ATING 4HIS IS VERY USEFUL FOR ADMINISTRATORS TO FIND DOCUMENTS WITH POOR CONTENT THAT REQUIRES UPDATING OR DELETION )T IS EQUALLY USEFUL FOR USERS TO BE ABLE TO REFINE OR FILTER BY DOCUMENTS THAT HAVE A CERTAIN MINIMUM RANKING TO AVOID GETTING IRRELEVANT RESULTS AS SEEN IN &IGURE

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&IGURE 3EARCH RESULT BASED ON 2ATING PROPERTY AND DISPLAYING RESULT RATING

2EMOVING -ETADATA FROM 3EARCH 2ESULTS 2EMOVING METADATA IS USUALLY A TRIVIAL TASK TO PERFORM !LL THAT IS NEEDED IS TO REMOVE THE PROPERTY FROM THE 83, TEMPLATE &OR EXAMPLE THERE MIGHT BE A REQUIREMENT FOR THE 2aTPcTS1h PROPERTY TO BE REMOVED 4O DO THIS OPEN UP THE 3EARCH #ORE 2ESULTS 83, TEMPLATE 4HEN FIND AND REMOVE OR COMMENT OUT THE RELEVANT CALL TEMPLATE SECTION SHOWN HERE IN ITS DEFAULT FORM [c*gb[)RP[[ cT\_[PcT ]P\T, '!! *3Xb_[Ph0dcWâb '!! * Vc* [c*gb[)fXcW _PaP\ ]P\T, '!! *PdcWâ '!! * bT[TRc, '!! * PdcWâ '!! * #&* Vc* [c* #&*gb[)RP[[ cT\_[PcT Vc* !FTER THE 83, IS SAVED THE AUTHOR OR 2aTPcTS1h PROPERTY NO LONGER SHOWS IN SEARCH RESULTS

#HANGING #LICK !CTION OF 3EARCH 2ESULTS .ORMAL 3HARE0OINT BEHAVIOR WHEN CLICKING A SEARCH RESULT ITEM IS TO OPEN THE SOURCE DIRECTLY &OR WEB SITES THIS MAKES GOOD SENSE BUT NOT SO MUCH FOR A LOT OF DOCUMENT TYPES ! TYPICAL SCENARIO OF WHAT THE USER EXPECTS WHEN CLICKING A DOCUMENT SEARCH RESULT IS TO OPEN A PAGE THAT DISPLAYS ADDITIONAL INFORMATION ABOUT THAT PARTICULAR SEARCH RESULT AND POSSIBLY A LIST OF AVAILABLE ACTIONS AND VERSIONS 4HIS IS AVAILABLE AS AN OPTION ON THE SEARCH RESULT ITEM DROP DOWN BUT NOT THE DEFAULT ONE WHEN CLICKING 4HE PROBLEM IS THE CONTEXT SWITCH FROM 3HARE0OINT TO THE NATIVE APPLICATION OF THE SEARCH RESULT DOCUMENT 4HE USER CAN EITHER SEE THE LOADING SCREEN OF THE DOCUMENT S NATIVE APPLICATION &IGURE OR THE DOCUMENT DETAILS PAGE IN 3HARE0OINT WHICH ALLOWS THE USER TO DO CHECK OUTS GO THROUGH VERSION HISTORY AND OBVIOUSLY OPEN THE DOCUMENT

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&IGURE 3TANDARD CLICK ACTION FOR DOCUMENT RESULTS 4HE DEFAULT 3HARE0OINT BEHAVIOR TO OPEN THE DOCUMENT WITHOUT WARNING IS A DESIGN CHOICE AIMED AT THE USER KNOWING THAT THE DOCUMENT IS THE RIGHT ONE AND WANTING TO EDIT OR READ IT )N A SEARCH CONTEXT THIS OFTEN IS NOT THE CASE )N THOSE CASES A DIFFERENT ACTION IS DESIRED FOR THE SEARCH RESULTS WHEN CLICKED 4HE GOAL HERE IS TO ALLOW THE USER TO MAKE A CONSCIOUS CHOICE ABOUT WHAT TO DO WITH THE SEARCH RESULT /THER SIDE BENEFITS ARE THAT THE USER DOESN T LOCK THE DOCUMENT IF IT IS LOCATED ON A FILE SHARE WITHOUT INTENT AND ALSO TO REDUCE THE NETWORK LOAD OF OPENING MANY DOCUMENTS WITHOUT REASON 4O ACCOMMODATE SUCH A BEHAVIOR FOR DOCUMENTS THE DEFAULT CLICK ACTION CAN BE CHANGED TO REDIRECT TO THE 6IEW 0ROPERTIES PAGE RATHER THAN OPENING THE DOCUMENT 4HIS REQUIRES SOME REWIRING OF THE SEARCH RESULTS 7EB 0ART

#REATING A -ANAGED )$ 0ROPERTY #REATE A MANAGED PROPERTY AND GIVE IT A SUITABLE NAME FOR INSTANCE BTPaRWATbd[c83 4HEN MAP IT TO THE CRAWLED PROPERTY CALLED ^fbN83 WITH THE TYPE )NTEGER -AKE SURE TO INCLUDE THE CRAWLED PROPERTY IN THE INDEX 3EE #HAPTER FOR MORE DETAILS ON MANAGING PROPERTIES )N THE 3EARCH SERVICE APPLICATION GO TO &EDERATED ,OCATIONS AND OPEN THE LOCATION NAMED ,OCAL 3EARCH 2ESULTS (ERE THE NEW MANAGED PROPERTY CAN BE ADDED TO THE PROPERTIES OF THE #ORE 3EARCH 2ESULTS $ISPLAY -ETADATA FIELD LIKE THIS +2^[d\] =P\T, BTPaRWATbd[c83 - 7HEN DONE DO A FULL CRAWL TO MAKE THE PROPERTY DATA AVAILABLE IN SEARCH RESULTS )N THE #ORE 3EARCH 2ESULTS $ISPLAY -ETADATA NOW CLICK THE 83, EDITOR AND MODIFY THE 83, TO INCLUDE THE NEWLY ADDED MANAGED PROPERTY BTPaRWATbd[c83 IN THE 2ESULT TEMPLATE MATCH +gb[)ePaXPQ[T ]P\T, XS bT[TRc, XS - +gb[)ePaXPQ[T ]P\T, RdaaT]c8S bT[TRc, R^]RPc 8S?aTUXg XS - +gb[)ePaXPQ[T ]P\T, da[ bT[TRc, da[ - +gb[)ePaXPQ[T ]P\T, bTPaRWaTbd[cXS bT[TRc, bTPaRWaTbd[cXS -

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.OW THE CLICK ACTION FOR DOCUMENTS IS TO BE CHANGED )T WILL BE CONFIGURED TO REDIRECT TO THE 6IEW 0ROPERTIES PAGE WITH THE VALUE OF THE BTPaRWATbd[c83 PROPERTY TRANSFERRED TO THE 6IEW 0ROPERTIES PAGE AS A 52, PARAMETER &ORTUNATELY THERE EXISTS AN 8b3^Rd\T]c PROPERTY THAT CAN BE USED TO CHECK IF THE CLICK ACTION SHOULD BE REWIRED 4O ACCOMPLISH THIS FIND THE FOLLOWING 83, FROM THE TEMPLATE +gb[)PccaXQdcT ]P\T, WaTU - +gb[)eP[dT Û bT[TRc, da[ - + gb[)PccaXQdcT- )NSERT THIS 83, JUST AFTER THE FOREGOING 4HIS 83, USES A CONDITIONAL STATEMENT TO CHECK IF THE RESULT IS A DOCUMENT )F IT IS A DOCUMENT THEN THE WaTU ATTRIBUTE IS SET TO THE 6IEW 0ROPERTIES PAGE WITH THE BTPaRWATbd[c83 ADDED AS A 52, ARGUMENT /THERWISE THE WaTU VALUE IS LEFT UNCHANGED +gb[)PccaXQdcT ]P\T, WaTU - +gb[)eP[dT Û bT[TRc, da[ - + gb[)PccaXQdcT- +gb[)RW^^bT- +gb[)fWT] cTbc, XbS^Rd\T]c, CadT - +gb[)PccaXQdcT ]P\T, WaTU - +gb[)eP[dT Û bT[TRc, R^]RPc bXcT]P\T 5â\b 3Xb_5â\ Pb_g.XS, bTPaRWaTbd[cXS - + gb[)PccaXQdcT- + gb[)fWT]- + gb[)RW^^bT- .OW THE RESULT REDIRECTS TO THE 6IEW 0ROPERTIES PAGE FOR DOCUMENT RESULTS &IGURE AND TO THE 52, DESTINATION FOR OTHER TYPES OF RESULTS )T SHOULD BE NOTED THAT THIS WORKS FOR DOCUMENT LIBRARIES

&IGURE #USTOM CLICK ACTION FOR DOCUMENT RESULTS

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â&#x2013; .OTE 4HE 6IEW 0ROPERTIES PAGE ALSO SUPPORTS A 52, ARGUMENT NAMED SOURCE )F SET THIS DEFINES WHICH PAGE TO GO TO WHEN THE #LOSE BUTTON IS CLICKED ON THE 6IEW 0ROPERTIES PAGE 4HIS IS USEFUL IF EXPANDING THIS EXAMPLE TO A LIVE WORKING ENVIRONMENT WHERE THE USER MIGHT WANT TO RETURN TO THE SEARCH RESULTS AFTER CLICKING A DOCUMENT RESULT

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!DVANCED 4OPICS ON 2EFINEMENT 0ANEL 4HE REFINEMENT PANEL IN 3HARE0OINT IS ONE OF THE MORE COMPLEX 7EB 0ARTS TO FULLY UTILIZE )TS BEHAVIOR IS COMPLEX AND CAN IMPOSE SIGNIFICANT PERFORMANCE OVERHEAD WHEN SEARCHING IF CONFIGURED WRONGLY /N THE OTHER HAND IT DOES ALSO PROVIDE A LOT OF OPTIONS TO LEVERAGE WHICH ARE NOT ENABLED IN THE DEFAULT OUT OF THE BOX CONFIGURATION 4HIS SECTION WILL FOCUS ON HOW TO EASILY ACCESS AND ENABLE SOME OF THE MOST COMMONLY REQUESTED FEATURES OF THE REFINEMENT PANEL )T WILL ALSO DISCUSS POSSIBLE IMPLICATIONS AND SIDE EFFECTS WHEN ENABLING THESE FEATURES

!DDING 2EFINER #OUNTS /NE OF THE MOST HYPED FEATURES OF &!34 FOR 3HARE0OINT IS DEEP REFINEMENT AND NUMBERED REFINERS THAT SHOW ACCURATE COUNTS AS SEEN IN &IGURE )N &!34 THIS IS ENABLED IN THE DEFAULT OUT OF THE BOX REFINEMENT PANEL 3HARE0OINT DOES NOT SUPPORT DEEP REFINEMENT BUT IT DOES SUPPORT NUMBERED REFINERS 4HE FUNCTIONALITY IS JUST NOT ENABLED PER DEFAULT AS SEEN IN &IGURE .UMBERED REFINERS ALSO KNOWN AS REFINER COUNTS SHOW THE USER HOW MANY SEARCH RESULTS REFINING BY EACH METADATA PROPERTY VALUE WILL RETURN 4HIS ALLOWS THE USER TO QUICKLY DETERMINE WHICH REMENTENTS ARE MOST SUITABLE TO APPLY TO GET THE DESIRED SEARCH RESULTS &OR APPLICATIONS WHERE DATA SET ANALYSIS IS RELEVANT 3HARE0OINT IS NOT SUITABLE AS IT DOES NOT PRODUCE ACCURATE NUMBERS AND DOES NOT EVEN NECESSARILY SHOW ALL REFINEMENT OPTIONS DUE TO LIMITED PRECISION 4HIRD PARTY SOLUTIONS AND FREE SOLUTIONS WITH NUMBERED REFINERS HAVE EXISTED SINCE -/33 %XAMPLES ARE /NTOLICA FROM 3URF2AY ! 3 AND THE #ODE0LEX REFINERS "OTH OFFER SIMILAR FUNCTIONALITY TO THAT OF 3HARE0OINT BUT ARE MORE SCALABLE AND EASILY MAINTAINED %SPECIALLY THE /NTOLICA SOLUTION EXCELS IN REFINER MANAGEMENT !N OBVIOUS QUESTION THEN IS WHY NUMBERED REFINERS ARE NOT ENABLED PER DEFAULT IN 3HARE0OINT 4HE LIKELY REASONS INCLUDE THEIR LIMITED PRECISION WHICH DISTURBS THE IMMEDIATE CUSTOMER EXPERIENCE AND A DESIRE TO LOWER THE DEFAULT LOAD ON THE INDEX SERVER -ARKETING CONSIDERATIONS LIKELY ALSO PLAY A ROLE WITH HIDING THIS FEATURE TO MAKE &!34 MORE ATTRACTIVE COMPARED TO 3HARE0OINT 3EARCH

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&IGURE &!34 REFINERS

&IGURE 3HARE0OINT REFINERS

4O ADD THE COUNTS ON THE REFINERS FOR 3HARE0OINT THE &ILTER $EFINITION CATEGORY MUST BE EDITED AS MENTIONED EARLIER $ETAILS ON ACCESSING THE REFINEMENT PANEL SETTINGS ARE AVAILABLE IN #HAPTER /PEN THE &ILTER $EFINITION CATEGORY 8-, FILE 2EFINER COUNTS CAN BE ADDED TO INDIVIDUAL PROPERTIES 4HIS ALLOWS SITE ADMINISTRATORS TO TWEAK PERFORMANCE RESOURCE REQUIREMENTS AND USABILITY 2EFINER COUNTS MAKE MORE SENSE FOR SOME PROPERTIES THAN OTHERS 2ESULT 4YPE 3ITE AND !UTHOR ARE OBVIOUS CANDIDATES THAT CAN BENEFIT FROM REFINER COUNTS WHEREAS -ODIFIED $ATE IS LESS OBVIOUS 4O ADD A REFINER COUNT FOR A PROPERTY THE BW^f2^d]cb ATTRIBUTE SHOULD BE ADDED AS DISPLAYED HERE 2EMEMBER TO UNCHECK THE 5SE $EFAULT #ONFIGURATION CHECK BOX FOR THE CHANGES TO TAKE EFFECT AS SEEN IN &IGURE

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+2PcTVâh CXc[T, ATbd[c Ch_T Ch_T, <XRa^bÛc >UUXRT BTaeTa BTPaRW FTQ2^]ca^[b <P]PVTS?a^_Tach5X[cTa6T]TaPcâ BW^f2^d]cb, 2^d]c -

&IGURE 3HARE0OINT REFINEMENT PANEL WITH COUNT ON SELECTED PROPERTIES

#HANGING THE !CCURACY )NDEX 5NLIKE &!34 WHICH HAS DEEP REFINERS AND ACCURATE REFINER COUNTS 3HARE0OINT ANALYZES A SUBSET OF THE TOTAL RESULT SET WHEN DETERMINING REFINEMENTS TO SHOW 4HIS ALSO APPLIES TO THE REFINER COUNTS 4HE VALUE THAT CONTROLS THE SIZE OF THE ANALYZED SUBSET IS CALLED THE ACCURACY INDEX 4HIS VALUE IS SET ON THE REFINEMENT PANEL 7EB 0ART (AVING IMPRECISE REFINERS IS NOT PER DEFINITION AN ISSUE AS LONG AS IT IS CLEARLY UNDERSTOOD BY THE USERS HOW THEY WORK /FTEN IT IS VERY VALUABLE JUST TO KNOW IF THERE ARE MANY OR FEW RESULTS CONTAINED WITHIN A PARTICULAR REFINEMENT )N SITUATIONS LIKE THAT IT DOES NOT MATTER IF THE REFINEMENT YIELDS OR RESULTS 4HE TARGET IS ALREADY ACHIEVED BY THE USER BEING ABLE TO EVALUATE THAT THIS REFINEMENT DOES NOT TRIM THE RESULT SET SIGNIFICANTLY

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0ER DEFAULT HOWEVER THE ACCURACY INDEX THAT CONTROLS HOW MANY RESULTS ARE ANALYZED FOR THE 3HARE0OINT SEARCH REFINEMENT PANEL IS SET TO WHICH IS TOO LOW FOR MOST CORPORATIONS AS GLOBAL SEARCHES MUST BE EXPECTED TO YIELD MANY MORE RESULTS THAN THAT )T CAN AND SHOULD IN MOST INSTANCES BE INCREASED TO THE MAXIMUM OF 4HIS IS SHOWN IN &IGURES AND 3ETTING ANY LARGER NUMBER WILL AUTOMATICALLY CHANGE THAT NUMBER TO 4HIS IS HARD CODED ON THE 7EB 0ART

&IGURE !CCURACY INDEX SET TO

)NCREASING THE ACCURACY INDEX BENEFITS THE USERS BUT IT IS ALSO A COSTLY OPERATION TO CALCULATE REFINEMENTS AND COUNTS )T IS IMPOSSIBLE TO GIVE ROCK SOLID MEASUREMENTS ON HOW PERFORMANCE IS AFFECTED WHEN INCREASING THE ACCURACY INDEX AS IT DEPENDS ON THE QUERY AND THE COMPOSITION AND SIZE OF THE TOTAL RESULT SET )T IS NOTICEABLE WHEN SEARCHING WHEN THE ACCURACY INDEX IS INCREASED FROM TO FOR A QUERY THAT YIELDS A TOTAL RESULT SET THAT EXCEEDS ! GOOD RULE OF THUMB IS TO EXPECT THE QUERY TO TAKE TWO TO FIVE TIMES LONGER WHICH MEANS THE QUERY CAN TAKE TWO TIMES AS LONG TO PERFORM WHEN INCREASING THE ACCURACY INDEX FOUR TIMES &OR MANY SMALLER QUERIES THE DIFFERENCE IS CLOSE TO NON EXISTENT

â&#x2013; .OTE ! GOOD WAY OF INCREASING THE USABILITY OF REFINER COUNTS IS TO INCREASE THE ACCURACY INDEX TO AND AT THE SAME TIME PROMOTE SMALLER RESULT SETS BY INTRODUCING LIMITED SCOPES 4HIS GENERALLY MAKES THE RESULT SETS SMALLER THUS RENDERING THE REFINER COUNTS MORE ACCURATE )T ALSO INCREASES THE QUERY PERFORMANCE

)F A HIGHER ACCURACY IS REQUIRED ON 3HARE0OINT A CUSTOM PROGRAMMED SOLUTION OR THIRD PARTY SOLUTION SUCH AS /NTOLICA FROM 3URF2AY ! 3 IS REQUIRED /NTOLICA ALLOWS FOR HIGHER ACCURACY THAN THE LIMIT )T IS ALSO ABLE TO ESTIMATE THE TOTAL REFINEMENT COUNTS BASED ON THE SIZE OF THE TOTAL RESULT SET THUS PRODUCING MUCH MORE RELIABLE COUNTS THAN 3HARE0OINT AND WITH HIGHER PERFORMANCE TOO 4HIS IS AMONGST OTHERS ACHIEVED BY QUANTIFYING ON THE APPROXIMATE TOTAL RESULT COUNT 4O COUNTER THE PERFORMANCE HIT A USER COULD EXPERIENCE WHEN COMPUTING THE COUNTS /NTOLICA CAN LOAD THE REFINER COUNTS ASYNCHRONIOSLY )T SHOULD BE NOTED HOWEVER THAT ALTHOUGH CUSTOM AND RD PARTY SOLUTIONS IN THEORY CAN ANALYZE THE ENTIRE RESULT SET AND GIVE DEEP REFINERS AND COUNTS THIS IS NOT PRACTICAL IN MOST CASES AS IT WOULD SEVERELY IMPACT PERFORMANCE ON LARGE RESULT SETS

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.UMBER OF #ATEGORIES TO $ISPLAY 2EFINERS ARE DEFINED IN THE &ILTER $EFINITION CATEGORY 8-, FILE 4HEY APPEAR IN THE ORDER THAT THEY ARE DEFINED ! COMMON ISSUE IS THAT ADDED REFINERS DO NOT SHOW UP OR SOME EXISTING REFINER SUDDENLY STOPS SHOWING DEPENDING ON THE ORDER IN WHICH THEY ARE SPECIFIED IN THE 8-, FILE 4HIS CAN HAPPEN IF THE NUMBER OF DEFINED REFINERS EXCEEDS THE NUMBER OF CATEGORIES TO DISPLAY 0ER DEFAULT SIX CATEGORIES ARE DISPLAYED AT MOST !NOTHER REASON REFINERS ARE NOT SHOWING CAN BE THE METADATA THRESHOLD WHICH IS DISCUSSED NEXT 7ELL IT WON T IF THERE ALREADY MORE REFINERS VISIBLE THAT ARE GREATER THAN THE NUMBER OF CATEGORIES TO DISPLAY &ROM WHAT ) CAN GATHER THE REFINERS ARE BASICALLY RENDERED IN THE ORDER THEY ARE IN THE 8-, SO IF YOU PUT YOUR REFINER AT THE END AND ALREADY THE REFINEMENT PANEL HAS RENDERED THE MAXIMUM AMOUNT IT WON T BE SEEN BY USERS )N THE DEFAULT &ILTER $EFINITION CATEGORY 8-, FILE SIX REFINERS ARE DEFINED PER DEFAULT 4HESE ARE 2ESULT 4YPE 3ITE !UTHOR -ODIFIED $ATE 0RODUCT #ATEGORY AND #OMPANY 3IZE )F THE NUMBER OF SIX REFINERS DOES NOT FIT IN THE CUSTOM BRANDED PAGE LAYOUT IT CAN BE EXPANDED OR REDUCED BY CHANGING THE NUMBER OF CATEGORIES TO DISPLAY .O LIMIT ON HOW MANY REFINERS CAN BE ADDED HAS BEEN FOUND SO FAR #HANGING THE NUMBER TO TWO NOW DISPLAYS ONLY THE FIRST TWO FEASIBLE REFINERS AS SEEN IN &IGURE

&IGURE .UMBER OF CATEGORIES TO DISPLAY SET TO TWO !LTHOUGH IT SHOULD BE FAIRLY SELF EXPLANATORY HOW TO ADD NEW REFINERS ONE ISSUE HAS BEEN RAISED A NUMBER OF TIMES WHAT IF THE ORDER OF THE REFINERS IN THE 8-, FILE SHOULD DIFFER FROM THEIR PRIORITY TO SHOW #URRENTLY THIS IS NOT SUPPORTED IN 3HARE0OINT 4O ACHIEVE THIS A THIRD PARTY SOLUTION SUCH AS /NTOLICA FROM 3URF2AY ! 3 CAN BE USED 4HIS SUPPORTS SUCH ADVANCED BEHAVIOR !LTERNATIVELY THE #ODE0LEX REFINERS CAN BE MODIFIED TO ALSO ACHIEVE THIS BUT THAT REQUIRES A SIGNIFICANT PORTION OF RE PROGRAMMING

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-ETADATA 4HRESHOLD /NE OF THE MORE DIFFICULT SETTINGS TO WORK WITH IS THE METADATA THRESHOLD ! COMMON MISUNDERSTANDING IS THAT THIS VALUE DEFINES HOW MANY DIFFERENT VALUES MUST BE AVAILABLE FOR A GIVEN PROPERTY 4HIS IS NOT CORRECT )T ACTUALLY DEFINES HOW MANY TIMES THE PROPERTY IS FOUND IN ANY OF THE ANALYZED SEARCH RESULTS FOR THE REFINER TO DISPLAY !SSUME THAT THE METADATA THRESHOLD IS SET TO FOR THE 2ESULT 4YPE REFINER 4HIS REFINER OPERATES ON THE 5X[T4gcT]bX^] PROPERTY )F THE ANALYZED SEARCH RESULT SET CONTAINS ONLY TWO 7ORD DOCUMENTS AND TWO 0$& FILES THEN THIS REFINER WILL NOT SHOW 4HIS THEN ALSO AFFECTS HOW THE h.UMBER OF CATEGORIES TO DISPLAYv ACTS )F A TOTAL OF TEN REFINERS ARE DEFINED AND THE FIRST FOUR DO NOT SHOW THEN REFINERS FIVE THROUGH NINE WILL SHOW )F SEARCH RESULTS OFTEN CAUSE MOST REFINERS NOT TO BE SHOWN DUE TO THE METADATA THRESHOLD IT SHOULD BE CONSIDERED TO CREATE NEW REFINERS TARGETED AT THOSE SITUATIONS TO ALLOW USERS TO ALWAYS DO MEANINGFUL REFINEMENTS &OR THIS REASON IT IS NOT ADVISABLE TO SET THE METADATA THRESHOLD TOO LOW )NSTEAD NEW REFINERS SHOULD BE INTRODUCED 4HE METADATA THRESHOLD VALUE IS A BYTE WHICH MEANS THAT THE RANGE IS ; = )N THE FOLLOWING EXAMPLE SHOWN IN &IGURES AND THE NUMBER OF CATEGORIES TO DISPLAY IS SET TO AND THE THRESHOLD IS CHANGED FROM TO ON THE 2ESULT 4YPE REFINER TO ILLUSTRATE HOW IT WORKS

&IGURE 2ESULT 4YPE THRESHOLD

.UMBER OF #HARACTERS TO $ISPLAY 4HIS IS NOT REALLY AN ADVANCED TOPIC BUT RATHER A HINT OF WHY TO USE A GENERALLY NOT USED SETTING ON THE REFINEMENT PANEL 4HE h.UMBER OF CHARACTERS TO DISPLAYv SETS HOW MANY CHARACTERS OF EACH REFINEMENT OPTION ARE DISPLAYED 4HE DEFAULT VALUE IS WHICH IS OFTEN TOO SHORT TO SHOW MEANINGFUL INFORMATION ESPECIALLY FOR PATHS

#(!04%2 â&#x2013; 7/2+).' 7)4( 3%!2#( 0!'% ,!9/543

)T IS NOT UNCOMMON TO HAVE NAMES THAT ARE LONGER THAN CHARACTERS &IGURE OR PATHS SUCH AS Wcc_) bdQS^\PX] S^\PX] ^aV b^\TcWX]V b^\TcWX]V b^\TcWX]V )N THIS CASE THE LIMIT OF IS ACTUALLY NOT ENOUGH TO DISPLAY THE ACTUAL FILE AND SITE NAMES ON THE PATH )NSTEAD IT WILL BE DISPLAYED WITH hWcc_) bdQS^\PX]qv AS 3HARE0OINT REFINERS AUTOMATICALLY APPLY THE hxv TO INDICATE A PARTIAL TEXT 3ETTING THIS VALUE TOO LARGE IS NOT A GOOD IDEA EITHER AS IT WASTES SCREEN SPACE "UT IN GENERAL IT SHOULD BE SET TO SOME VALUE IN THE AREA OF TO WHICH FITS NICELY WITH THE STANDARD SEARCH LAYOUT

&IGURE %NDING OF NAME TRIMMED AND REPLACED WITH hxv

3UMMARY )N THIS CHAPTER ON CUSTOMIZING SEARCH THE FOCUS WAS ON MASTER PAGES AND SOME OF THE QUIRKS INVOLVED WHEN WORKING WITH THOSE IN THE SEARCH CONTEXT /NE ISSUE ESPECIALLY IMPORTANT TO NOTICE IS HOW THE MASTER PAGES DIFFER BETWEEN NORMAL 3HARE0OINT PAGES AND THE SEARCH CENTER PAGES 4HIS IS OFTEN A CHALLENGE TO MAINTAIN IN CUSTOM BRANDED LAYOUTS 4HIS CHAPTER OFFERED ADVICE ON HOW TO OVERCOME SOME OF THE MOST FREQUENTLY OCCURRING ISSUES WITH CUSTOM BRANDING SEARCH CENTERS !NOTHER IMPORTANT TOPIC COVERED IS NAVIGATION AND HOW THIS CAN BE IMPROVED FOR SEARCH CENTERS 3TANDARD SEARCH IS SOMEWHAT LIMITED WITH RESPECT TO THIS BUT FORTUNATELY WAYS EXIST FOR HOW TO IMPROVE THIS !LSO THE INTERACTION WITH SEARCH RESULTS THEMSELVES IS COVERED !RGUABLY THE DEFAULT CLICK ACTION FOR DOCUMENT SEARCH RESULTS IS UNSUITABLE FOR THE PURPOSE BY DEFAULTING TO OPENING THE DOCUMENT RATHER THAN LETTING THE USER INSPECT THE PROPERTIES BEFORE DECIDING WHAT TO DO NEXT ! SUGGESTION FOR HOW TO CHANGE THIS IS PROPOSED !DDING AND REMOVING PROPERTIES OF THE SEARCH RESULTS ARE DESCRIBED IN ORDER TO OFFER INSIGHT INTO SOME OF THE EXTENSIVE POSSIBILITIES THAT 3HARE0OINT HAS TO OFFER IN TERMS OF CUSTOMIZATION 4HE REFINEMENT PANEL CAN BE CUSTOMIZED TO ACHIEVE IMPROVED REFINEMENTS 7ITH FOCUS ON NUMBERED REFINERS DIFFERENT OPTIONS FOR EXTENDING THE REFINEMENT EXPERIENCE ARE DESCRIBED AND DISCUSSED

CHAPTER 8

â&#x2013; â&#x2013; â&#x2013;

Searching Through the API !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

5NDERSTAND THE QUERY EXPRESSION AS 3HARE0OINT SEES IT

5NDERSTAND THE FUNDAMENTALS OF HOW THE SEARCH !0)S WORK

#ONSTRUCT AND WORK WITH 31, FOR QUERYING 3HARE0OINT

#REATE AND DEPLOY A CUSTOM SEARCH ENABLED APPLICATION PAGE

4HE 3HARE0OINT SEARCH ENGINE ITSELF CAN BE LEVERAGED FOR CUSTOM DEVELOPMENT 4HIS CHAPTER FOCUSES ON SHOWING THE ADVANCED ADMINISTRATOR OR NOVICE 3HARE0OINT DEVELOPER HOW THE SEARCH !0)S WORK IN 3HARE0OINT ! THOROUGH RE INTRODUCTION TO THE QUERY EXPRESSION IS PRESENTED WHICH EXPANDS ON THE ALREADY PROVIDED DESCRIPTION OF OPERATORS FROM #HAPTER AND HOW TO ORGANIZE THE QUERY EXPRESSION TO GET THE DESIRED RESULTS !N EXAMPLE IS PROVIDED OF HOW TO CREATE A CUSTOM SEARCH ENABLED APPLICATION PAGE USING 6ISUAL 3TUDIO 4HIS SEARCH APPLICATION PAGE PROVIDES A BASE FOR FURTHER EXPLORATION AND EXPERIMENTATION OF THE SEARCH !0) IN 3HARE0OINT 4HE PURPOSE OF THIS CHAPTER IS TO ENABLE THE READER TO UNDERSTAND AND WORK WITH THE SEARCH !0) 4HE !0) ITSELF WILL NOT BE COVERED IN DETAIL IN THIS BOOK )NSTEAD THE BASICS OF HOW TO INVOKE IT WILL BE COVERED /UR INTENT IS TO PROVIDE A SOLID PLATFORM FOR THE READER TO EXPAND UPON

5NDERSTANDING THE 1UERY %XPRESSION 0ARSING /RDER "EFORE TACKLING THE !0) IT S IMPORTANT TO REVIEW THE PARSING ORDER OF THE QUERY EXPRESSION 0ARSING OF THE QUERY IS DEPENDENT ON THE RANKING OF LOGICAL OPERATORS 4HIS MEANS DEFINING WHICH OPERATORS TAKE PRECEDENCE OVER OTHERS 4HE CONCEPT IS ALSO KNOWN FROM TRADITIONAL MATH WHERE FOR EXAMPLE MULTIPLICATIONS TAKE PRECEDENCE OVER ADDITIONS )T CAN ALSO BE SAID THAT MULTIPLICATIONS HAVE A HIGHER ORDER THAN ADDITIONS !N EXAMPLE OF THIS IS THE FOLLOWING P," # $ , !" 4HE RESULT OF P IS CALCULATED BY ADDING TO THE SUM OF TIMES 4HE RESULT IN THIS CASE IS BECAUSE THE MULTIPLICATION GETS EXECUTED FIRST

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

! NORMAL WAY OF REPRESENTING THE ORDER OF COMPUTATION IS TO USE PARENTHESES )N THE MATH EXAMPLE THE FORMULA WOULD THEN BE WRITTEN AS FOLLOWS P," # $ , !" 5SING THIS FORM OF REPRESENTATION MAKES IT EASIER TO UNDERSTAND HOW A QUERY IS EXECUTED IN THE SEARCH ENGINE

/PERATOR /RDER 4ABLE SHOWS THE ORDER OF THE QUERY OPERATORS IN 30 4HIS IS RELEVANT WHEN CONSTRUCTING QUERIES THAT CONTAIN MULTIPLE TERMS OR PROPERTY RESTRICTIONS !S ALWAYS IT IS POSSIBLE TO OVERRULE THIS PRIORITY USING PARENTHESES TO GROUP CERTAIN SUB EXPRESSIONS 4ABLE ,OGICAL OPERATORS IN 3HARE0OINT SEARCH

Order

Operator

Description

!.$

4HE LOGICAL !.$ STATEMENT DICTATES THAT TERMS ON BOTH SIDES OF THIS OPERATOR HAVE TO MATCH THE RESULT FOR IT TO BE RETURNED )T CAN ALSO BE USED TO GROUP TWO SEPARATE BLOCKS OF CONDITIONS USING THE CONDITION SET !.$ CONDITION SET

4HIS IS THE DEFAULT OPERATOR IF NO OTHER IS SPECIFIED ! TERM PRECEDED BY THIS OPERATOR MUST MATCH A RESULT FOR IT TO BE RETURNED

./4

4HIS OPERATOR MUST SUCCEED ANOTHER TERM OR CONDITION GROUP 4HE TERM OR CONDITION GROUP FOLLOWING THIS OPERATOR MUST NOT BE MATCHED IN THE RESULT IF IT IS TO BE RETURNED 4HIS OPERATOR IS SIMILAR TO USING THE h v OPERATOR

! TERM PRECEDED BY THIS OPERATOR MUST NOT MATCH A RESULT FOR THE RESULT TO BE RETURNED

4HE LOGICAL /2 STATEMENT WORKS SIMILARLY TO THE !.$ OPERATOR EXCEPT ONLY ONE OF THE TERMS BEFORE OR AFTER THE /2 HAS TO MATCH THE RESULT FOR IT TO BE RETURNED )T CAN ALSO BE USED TO GROUP TWO SEPARATE BLOCKS OF CONDITIONS USING THE CONDITION SET /2 CONDITION SET

7/2$3

4HIS IS NOT A LOGICAL OPERATOR BUT RATHER A FUNCTION OPERATOR )T SHOULD BE FOLLOWED BY A COMMA SEPARATED LIST OF TERMS SURROUNDED BY PARENTHESES 4HE 7/2$3 OPERATOR ACTS AS IF THERE WERE AN IMPLICIT /2 STATEMENT BETWEEN EACH ITEM IN THE LIST WITH THE EXCEPTION OF HOW THEY RANK

7HEN USING THE 7/2$3 OPERATOR THE TERMS ARE TREATED AS SYNONYMS NOT INDIVIDUAL TERMS 2ANKING OF THE TERMS IS THEREFORE EQUAL TO THE TOTAL AMOUNT OF OCCURRENCES OF ANY TERM IN THE LIST )F THE LIST CONTAINS TWO TERMS AND THE FIRST IS FOUND TWO TIMES AND THE SECOND IS FOUND THREE TIMES THE SYNONYM GROUP WOULD BE RANKED AS IF FIVE OCCURRENCES OF THE SAME TERM WERE FOUND

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

Order

Operator

Description

.%!2

3OMETIMES THE RELEVANCY OF A SEARCH IS DEPENDENT ON NOT ONLY THE TERMS BUT ALSO HOW THEY APPEAR IN THE TEXT RELATIVE TO ONE ANOTHER 4HE .%!2 OPERATOR ALLOWS FOR QUERIES WHERE THE TERMS HAVE TO BE CLOSE TO EACH OTHER &OR LOGICAL REASONS THIS WORKS WITH FREE TEXT EXPRESSIONS ONLY 4HEREFORE IT CANNOT BE USED IN A KEYWORD QUERY .%!2 CAN BE CONSIDERED A MORE RESTRICTIVE VERSION OF THE !.$ OPERATOR

4HE WILDCARD OPERATOR OR ASTERISK CHARACTER h v IS USED TO ENABLE PREFIX MATCHING )T CAN PROCESS ANY PART OF THE BEGINNING OF A WORD %VEN ONLY ONE LETTER FOLLOWED BY THE WILDCARD OPERATOR WORKS )T ACTS AS ; xN= RANDOM CHARACTERS WHICH MEANS IT CAN ALSO BE PUT AFTER THE ENTIRE TERM AND STILL MATCH THAT TERM

&OR EXAMPLE TAKE THE FOLLOWING USER SUBMITTED QUERY bWPaT_^ bTPaRW â bTPaRW ]TPa ÛUXRT 4HIS WOULD BE EVALUATED AS FOLLOWS bWPaT_^ 0=3 bTPaRW >A bTPaRW ]TPa ÛUXRT )N THIS EXAMPLE IT IS ASSUMED THAT KEYWORD INCLUSION IS SET TO !LL +EYWORDS WHICH MEANS THAT THERE IS AN IMPLICIT !.$ BETWEEN KEYWORDS

5SING A 4REE 3TRUCTURE TO 5NDERSTAND THE 1UERY ! GOOD WAY OF UNDERSTANDING HOW A QUERY BEHAVES IS TO CREATE A QUERY TREE AS SHOWN IN &IGURE 4HIS WAY IT IS EASIER TO PHYSICALLY VIEW THE INDIVIDUAL COMPONENTS OF THE QUERY AND EVALUATE THE IMPACT OF THE OPERATOR ORDER %SPECIALLY IF PARENTHESES ARE ADDED TO THE QUERY TO MANIPULATE THE ORDERING THIS IS A HELPFUL WAY OF ANALYZING THE QUERY 4HE FOLLOWING IS AN EXAMPLE OF A QUERY AND THE CORRESPONDING QUERY TREE bWPaT_^ bTPaRW ^a bTPaRW ]TPa ^UUXRT

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

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

&IGURE #REATING A QUERY TREE STRUCTURE FOR UNDERSTANDING THE SEARCH )F THIS IS TO BE SUBMITTED AS A 5d[[CTgcB`[@dTah THE 31, WOULD BE AS FOLLOWS B4;42C FâZ8S AP]Z CXc[T 0dcWâ <^SXUXTS1h BXiT ?PcW 3TbRaX_cX^] 2aTPcTS FaXcT 5X[T]P\T BXcT=P\T BXcTCXc[T 2^[[P_bX]VBcPcdb 7Xc7XVW[XVWcTSBd\\Pah 7Xc7XVW[XVWcTS?a^_TacXTb 2^]cT]c2[Pbb 8b3^Rd\T]c 2^]cT]cCh_T ^QYTRcXS ?XRcdaTDA; FâZ4\PX[ 2aTPcTS1h 2^]cT]cB^daRT 5X[T4gcT]bX^] 5A>< B2>?4 F74A4 5A44C4GC STUPd[c_a^_TacXTb bÛcfPaT 0=3 2>=C08=B bWPaT_^ 0=3 bTPaRW >A 2>=C08=B bTPaRW =40A ÛUXRT >A34A 1H AP]Z 34B2

-ANIPULATE THE 1UERY WITH 0ARENTHESES 9OU CAN FORCE A SPECIFIC RANKING OF OPERATORS IN THE PARSING OF THE QUERY BY COMBINING DIFFERENT PARTS OF A KEYWORD QUERY USING PARENTHESES )T IS IMPORTANT THAT THE PARENTHESES ARE CLOSED CORRECTLY IN SUCH A WAY THAT EVERY SINGLE LEFT SIDE h v HAS AN EQUIVALENT RIGHT SIDE h v %MPTY SPACES NEXT TO THE PARENTHESIS DO NOT INFLUENCE THE SEARCH RESULT AS THEY ARE STRIPPED OUT BY THE SEARCH EXPRESSION PARSER 5NDERSTANDING HOW QUERY PARSING TAKES PLACE AND HOW THE ORDER CAN BE MODIFIED IS IMPORTANT WHEN WORKING WITH THE SEARCH !0) )N THE FOLLOWING SECTIONS VARIOUS WAYS OF USING THE SEARCH !0) ARE PRESENTED 7HEN CREATING FULL TEXT QUERIES OR QUERYING THROUGH THE SEARCH WEB SERVICE THE QUERY IS PASSED AS CLEAR TEXT 7HEN CREATING 31, QUERIES THE QUERY IS CREATED FROM A NUMBER OF AGGREGATED STATEMENTS !LTHOUGH THIS IS DIFFERENT FROM PROVIDING ONE COMPLETE QUERY STRING THE SAME PRINCIPLE APPLIES

4HE 3EARCH !0) 4HE 3HARE0OINT %NTERPRISE 3EARCH !0) HAS CHANGED FROM USING THE 3HARED 3ERVICES 0ROVIDER ARCHITECTURE IN 3HARE0OINT TO USING 3EARCH SERVICE APPLICATIONS IN 3HARE0OINT ! LOT OF THE ENGINE UNDER THE HOOD IS STILL THE SAME HOWEVER 4HIS SECTION FOCUSES ON HOW TO DO BASIC SEARCH PROGRAMMING IN 3HARE0OINT )F THE PURPOSE IS TO MIGRATE SEARCH CODE FROM TO THIS SHOULD BE EASY AS SEARCH HAS BEEN ABSTRACTED TO SUPPORT CODE FOR 30

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

4HREE WAYS OF DOING SEARCH PROGRAMMING ARE COVERED v

5SING THE :Thf^aS@dTah

5SING THE 5d[[CTgcB`[@dTah

5SING THE SEARCH WEB SERVICE

#REATING A +EYWORD1UERY "ASED 3EARCH 3HARE0OINT NOW HAS A NEW WAY TO GET THE OBJECT OF THE :ThfâS@dTah BY USING THE BTPaRWBTaeXRT0__[XRPcX^]?a^gh 4HE NAME OF THE BTPaRWBTaeXRT0__[XRPcX^]?a^gh IS REQUIRED FOR CREATING THE :ThfâS@dTah OBJECT 4HE NAME CAN BE FOUND BY NAVIGATING TO THE 33! LIST 4HE PROXY NAME IS NORMALLY THE SAME AS THE 33! NAME 0ER DEFAULT THIS IS SIMPLY h3EARCH 3ERVICE !PPLICATIONv )F NOT THEN GO TO #ENTRAL !DMINISTRATION AND OPEN 3ERVICE !PPLICATIONS TO FIND IT (AVING THE NAME OF THE BTPaRWBTaeXRT0__[XRPcX^]?a^gh IT IS NOW POSSIBLE TO GET THE PROPER REFERENCES REQUIRED FOR CREATING THE :ThfâS@dTah OBJECT 4HIS IS DONE AS FOLLOWS BTPaRW@dTah0]SBXcTBTccX]VbBTaeXRT?a^gh bTccX]Vb?a^gh , B?5Pa\ ;^RP[ BTaeXRT?a^gXTb 6TcEP[dT+BTPaRW@dTah0]SBXcTBTccX]VbBTaeXRT?a^gh- * BTPaRWBTaeXRT0__[XRPcX^]?a^gh bTPaRW?a^gh , bTccX]Vb?a^gh 0__[XRPcX^]?a^gXTb 6TcEP[dT+BTPaRWBTaeXRT0__[XRPcX^]?a^gh- BTPaRW BTaeXRT 0__[XRPcX^] * DbX]V :ThfâS@dTah ZThfâS@dTah , ]Tf :ThfâS@dTah bTPaRW?a^gh j l (AVING THE REFERENCE TO THE :ThfâS@dTah OBJECT THE SEARCH PROPERTIES CAN NOW BE CONFIGURED 3HARE0OINT INTRODUCES A SIGNIFICANT NUMBER OF NEW PROPERTIES TO CONFIGURE )N THE EXAMPLE BELOW ONLY THE BASIC PROPERTIES THAT ARE NEEDED TO PERFORM A SEARCH ARE CONFIGURED ZThfâS@dTah @dTahCTgc , H^da `dTah cTgc * ZThfâS@dTah ATbd[cCh_Tb , ATbd[cCh_T AT[TeP]cATbd[cb* ZThfâS@dTah ATbd[cb?aêXSTa , BTPaRW?aêXSTa 3TUPd[c* ATbd[cCPQ[T2^[[TRcX^] ZThfâS@dTahATbd[cb2^[[TRcX^] , ZThfâS@dTah 4gTRdcT * ATbd[cCPQ[T ZThfâS@dTahATbd[cb , ZThfâS@dTahATbd[cb2^[[TRcX^]JATbd[cCh_T AT[TeP]cATbd[cbL* 3PcPCPQ[T ZThfâS@dTahATbd[cbCPQ[T , ]Tf 3PcPCPQ[T * ZThfâS@dTahATbd[cbCPQ[T CPQ[T=P\T , ATbd[cb * ZThfâS@dTahATbd[cbCPQ[T ;^PS ZThfâS@dTahATbd[cb ;^PS>_cX^] >eTafaXcT2WP]VTb * 4HERE ARE TWO PROPERTIES THAT SHOULD RECEIVE SPECIAL ATTENTION DUE TO THE NEW ENHANCED PEOPLE FINDING ABILITIES IN 30 4]PQ[T=XRZ]P\Tb AND 4]PQ[T?W^]TcXR 4HE 4]PQ[T=XRZ]P\Tb PROPERTY ALLOWS FOR PEOPLE TO BE FOUND BY THEIR WELL NICKNAMES 4HIS WAY IS IT POSSIBLE TO FIND !NDREW BY HIS NICKNAME h!NDY v 4HIS IS IMMENSELY HELPFUL IF BUILDING CUSTOM PEOPLE FINDER 7EB 0ARTS 4]PQ[T?W^]TcXR ALLOWS USERS TO FIND PERSONS EVEN IF THEY DO NOT KNOW THE EXACT SPELLING OF A NAME ! SEARCH FOR +RISTIAN WILL RETURN RESULTS FOR h#HRISTIANv AS WELL

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

/NE IMPORTANT POINT OF THESE PROPERTIES IS THAT THEY DEPEND ON THE BROWSER LANGUAGE SETTING &OR INSTANCE THE NICKNAME -IKE FOR -ICHAEL APPLIES IF BROWSER LANGUAGE IS SET TO 53 OR 5+ BUT NOT IF IT IS SET TO 'ERMAN

#REATING A &ULL4EXT3QL1UERY "ASED 3EARCH 3OMETIMES THE PROGRAMMER WANTS MORE CONTROL OVER THE QUERY 4HIS CAN BE ACHIEVED USING THE 5d[[CTgcB`[@dTah CLASS 4HIS CLASS ALLOWS THE PROGRAMMER TO CONTROL THE QUERY USING 31, SYNTAX WHICH IS OFTEN A MORE FAMILIAR LANGUAGE AND MAKES IT EASIER TO UNDERSTAND WHY A QUERY BEHAVES A PARTICULAR WAY 4HE &2/- TARGET OBJECT IN THE 31, HAS TO BE SET TO THE B2>?4 FUNCTION AS SHOWN HERE )F FURTHER REFINEMENT IS REQUIRED THE SCOPE CAN BE SET IN A 7(%2% CLAUSE )F THE SCOPE IS NOT SET NO SCOPE IS APPLIED )N THE FOLLOWING QUERY THE FIRST NAME OF ALL PERSONS IN THE 0EOPLE SCOPE ARE RETURNED B4;42C 5Xabc=P\T 5A>< B2>?4 F74A4 bR^_T , ?T^_[T 4HE 31, SELECT STATEMENT CAN BE EXPANDED TO RETURN MORE PROPERTIES OR HAVE MORE PROPERTY RESTRICTIONS &OR INSTANCE IF THE QUERY SHOULD BE LIMITED TO RETURN THE AUTHOR FOR ALL DOCUMENTS WITH A FILE TYPE OF _SU THE FOLLOWING CODE 31, CAN BE USED TO PERFORM THAT SEARCH 4HIS ASSUMES THE CODE IS EXECUTED WITH THE 3HARE0OINT CONTEXT 4HE NAMESPACE WHERE THE 3HARE0OINT SEARCH TYPES ARE DEFINED IS AS FOLLOWS dbX]V <XRa^bÛc >UUXRT BTaeTa BTPaRW @dTah* dbX]V 5d[[CTgcB`[@dTah Ud[[CTgcB`[@dTah , ]Tf 5d[[CTgcB`[@dTah B?2^]cTgc 2daaT]c BXcT j Ud[[CTgcB`[@dTah @dTahCTgc , B4;42C 0dcWâ 5A>< B2>?4 F74A4 K bR^_TK , 0[[ BXcTb 0=3 2>=C08=B 5X[TCh_T _SU * Ud[[CTgcB`[@dTah ATbd[cCh_Tb , ATbd[cCh_T AT[TeP]cATbd[cb* ATbd[cCPQ[T Ud[[CTgcB`[@dTahATbd[cb , ZThfâS@dTahATbd[cb2^[[TRcX^]JATbd[cCh_T AT[TeP]cATbd[cbL* 3PcPCPQ[T Ud[[CTgcB`[@dTahATbd[cbCPQ[T , ]Tf 3PcPCPQ[T * Ud[[CTgcB`[@dTah@dTahATbd[cbCPQ[T CPQ[T=P\T , ATbd[cb * Ud[[CTgcB`[@dTah@dTahATbd[cbCPQ[T ;^PS Ud[[CTgcB`[@dTah@dTahATbd[cb ;^PS>_cX^] >eTafaXcT2WP]VTb * l 4HIS IS A VERY BASIC EXAMPLE OF HOW TO PERFORM A PROPERTY SEARCH IN 3HARE0OINT USING THE #/.4!).3 PREDICATE #REATING MORE ELABORATE 31, QUERIES IS COVERED LATER IN THIS CHAPTER )F DEBUGGING IN 6ISUAL 3TUDIO YOU CAN THEN USE THE DATA VISUALIZER TO SEE THE RESULTS 4HIS CAN BE A HELPFUL WAY OF EVALUATING SEARCH RESULTS

3EARCHING 4HROUGH THE 3EARCH 7EB 3ERVICE )N 3HARE0OINT IT IS POSSIBLE TO SEARCH THE 3HARE0OINT INDEX NOT ONLY USING THE !0) ON A 3HARE0OINT SERVER BUT ALSO FROM EXTERNAL LOCATIONS OUTSIDE 3HARE0OINT USING THE SEARCH WEB SERVICE %XAMPLES COULD BE

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

CUSTOM INTEGRATIONS OF SEARCH INTO LOCALLY DEPLOYED CLIENT APPLICATIONS OR FROM OTHER NON 3HARE0OINT WEB SITES HOSTED ON OTHER SERVERS !S OPPOSED TO USING THE !0) WHICH AS SHOWN IN THE PREVIOUS EXAMPLES IS STRAIGHTFORWARD USING THE SEARCH WEB SERVICE DOES INTRODUCE SOME NEW CHALLENGES NAMELY THE BINDING CONTEXT .EXT IT IS DESCRIBED HOW TO CONTACT THE WEB SERVICE THROUGH A CONSOLE APPLICATION WITH THE BINDING CONTEXT SETUP FROM 0__ 2^]UXV 4HE SEARCH WEB SERVICE CAN BE CALLED FROM ANY CODE HOWEVER AND THE BINDING CAN BE SPECIFIED DIRECTLY FROM CODE TOO WHERE FEASIBLE

#ONSUMING THE 3EARCH 7EB 3ERVICE FROM A #ONSOLE !PPLICATION &IRST A REFERENCE TO THE SEARCH SERVICE SOAP CLIENT IS NEEDED 4HE CONSTRUCTOR CAN EITHER BE EMPTY OR RECEIVE A STRING WITH THE NAME OF THE SERVICE BINDING CONTEXT TO USE BTPaRWBTaeXRTb FBBTPaRW @dTahBTaeXRTB^P_2[XT]c bTPaRWBTaeXRT , ]Tf BTPaRWBTaeXRTb FBBTPaRW @dTahBTaeXRTB^P_2[XT]c BTPaRWBTaeXRT1X]SX]V * )T IS GOOD PRACTICE TO VERIFY THAT THE SERVICE IS ACTUALLY ONLINE BEFORE INVOKING IT 4HIS CAN BE DONE BY CHECKING THE STATUS MESSAGE OF THE SOAP CLIENT XU bTPaRWBTaeXRT BcPcdb C^;^fTa , >=;8=4 cWa^f ]Tf 4gRT_cX^] CWT bTPaRW bTaeXRT Xb ]^c ^][X]T * 4HE 0__ 2^]UXV FILE IN THIS EXAMPLE ALSO INCLUDES CREDENTIALS TO USE WHEN QUERYING THE SEARCH WEB SERVICE 4HESE CREDENTIALS ARE PASSED ON TO THE SEARCH SERVICE !LTHOUGH IT IS POSSIBLE TO USE ANONYMOUS ACCESS WHEN SEARCHING IT IS OFTEN A REQUIREMENT IN ANY CORPORATION THAT SOME LEVEL OF ACCESS PERMISSIONS IS SET bTPaRWBTaeXRT 2[XT]c2aTST]cXP[b FX]S^fb 0[[^f=c[\ , cadT* bTPaRWBTaeXRT 2[XT]c2aTST]cXP[b FX]S^fb 0[[^fTS8\_Tab^]PcX^];TeT[ , BhbcT\ BTRdaXch ?aX]RX_P[ C^ZT]8\_Tab^]PcX^];TeT[ 8\_Tab^]PcX^]* 4HE SERVICE IS CONFIGURED TO USE .4 ,!. -ANAGER .4,- CREDENTIALS AND THE ALLOWED IMPERSONATION LEVEL IS SET BcaX]V dbTa]P\T , 2^]UXVdaPcX^]<P]PVTa 0__BTccX]Vb 6Tc BTPaRWDbTa=P\T C^BcaX]V * BcaX]V _PbbfâS , 2^]UXVdaPcX^]<P]PVTa 0__BTccX]Vb 6Tc BTPaRW?PbbfâS C^BcaX]V * BcaX]V S^\PX]]P\T , 2^]UXVdaPcX^]<P]PVTa 0__BTccX]Vb 6Tc BTPaRW3^\PX]=P\T C^BcaX]V * bTPaRWBTaeXRT 2[XT]c2aTST]cXP[b FX]S^fb 2[XT]c2aTST]cXP[ , ]Tf BhbcT\ =Tc =TcfâZ2aTST]cXP[ dbTa]P\T _PbbfâS S^\PX]]P\T * !T THIS POINT THE SEARCH SERVICE SOAP CLIENT IS FULLY CONFIGURED AND READY TO BE QUERIED 4HE WEB SERVICE EXPOSES A METHOD CALLED @dTah4g WHICH RECEIVES A 8-, FORMATTED QUERY REQUEST CONTAINING THE TEXTUAL EXPRESSION TO QUERY FOR (ERE THE QUERY TEXT IS SIMPLY h3HARE0OINT !.$ 3EARCHv

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

BcaX]V `dTahCTgc , BWPaT?^X]c 0=3 BTPaRW * BcaX]V `dTahAT`dTbcBcaX]V , +@dTah?PRZTc g\[]b, da])<XRa^bÛc BTPaRW @dTah - +@dTah- +Bd__âcTS5â\Pcb- +5â\Pc aTeXbX^], - da])<XRa^bÛc BTPaRW ATb_^]bT 3^Rd\T]c)3^Rd\T]c + 5â\Pc- + Bd__âcTS5â\Pcb- +2^]cTgc- +@dTahCTgc [P]VdPVT, T] DB ch_T, BCA8=6 - `dTahCTgc + @dTahCTgc- + 2^]cTgc- + @dTah- + @dTah?PRZTc- * 4HE REQUEST PACKAGE JUST SHOWN IS THE SIMPLEST POSSIBLE REQUEST 7ITH THE SEARCH SERVICE SOAP CLIENT CONFIGURED AND THE QUERY REQUEST READY THE ACTUAL QUERY CAN BE EXECUTED IN ORDER TO GET A RESULTS DATA SET BACK FROM THE SEARCH WEB SERVICE )N REAL LIFE APPLICATIONS THERE SHOULD ALWAYS BE AN ERROR HANDLING CODE AND A CHECK ON SUCCESS WHEN CONTACTING THE SEARCH WEB SERVICE AS WHEN CALLING ANY OTHER WEB SERVICE 4HIS IS LEFT OUT HERE FOR CLARITY BhbcT\ 3PcP 3PcPBTc bTPaRWBTaeXRT@dTahATbd[cb , ]Tf BhbcT\ 3PcP 3PcPBTc * bTPaRWBTaeXRT@dTahATbd[cb , bTPaRWBTaeXRT @dTah4g `dTahAT`dTbcBcaX]V * &INALLY THE RESULTS CAN BE RETRIEVED FROM THE SEARCH RESULT DATA SET BY SIMPLY ITERATING THE ROWS IN THE RETURNED DATA SET %ACH ROW CONTAINS THE DEFAULT PROPERTIES RETURNED BY THE SEARCH RESULT 4YPICAL PROPERTIES THAT ARE USEFUL ARE 4ITLE 0ATH !UTHOR AND A 3UMMARY OF THE RESULT BcaX]V cXc[T PdcWâ _PcW bd\\Pah* UâTPRW 3PcPA^f a^f X] bTPaRWBTaeXRT@dTahATbd[cb CPQ[TbJ L A^fb j cXc[T , a^fJ CXc[T L* PdcWâ , a^fJ 0dcWâ L* _PcW , a^fJ ?PcW L* bd\\Pah , a^fJ 7Xc7XVW[XVWcTSBd\\Pah L* l

!PP #ONFIG 3ETTINGS 4HE 0__ 2^]UXV FOR THE APPLICATION IS USED TO DEFINE THE DEFAULT BINDING !S MENTIONED THIS CAN ALSO BE DEFINED DIRECTLY IN CODE ON THE SEARCH SERVICE SOAP CLIENT OBJECT USING THE !0) BUT IT IS SUGGESTED TO USE AN 0__ 2^]UXV WHENEVER POSSIBLE 4HIS MAKES IT EASIER TO MAINTAIN AND RECONFIGURE IF SO NEEDED !S SUCH THIS EXAMPLE OF THE BINDING IS SUFFICIENT FOR MOST PRACTICAL USES ,ISTING

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

,ISTING !PPLICATION #ONFIGURATION FILE FOR CONSOLE APPLICATION USING SEARCH WEB SERVICE +.g\[ eTabX^], .- +R^]UXVdaPcX^]- +P__BTccX]Vb- +PSS ZTh, BTPaRWDbTa=P\T eP[dT, H^daDbTa=P\T - +PSS ZTh, BTPaRW?PbbfâS eP[dT, H^da?PbbfâS - +PSS ZTh, BTPaRW3^\PX]=P\T eP[dT, H^da3^\PX]=P\T - + P__BTccX]Vb- +bhbcT\ bTaeXRT<^ST[- +QX]SX]Vb- +QPbXR7cc_1X]SX]V- +QX]SX]V ]P\T, BTPaRWBTaeXRT1X]SX]V R[^bTCX\T^dc, ) ) ^_T]CX\T^dc, ) ) aTRTXeTCX\T^dc, ) ) bT]SCX\T^dc, ) ) P[[^f2^^ZXTb, UP[bT Qh_Pbb?a^gh>];^RP[, UP[bT W^bc=P\T2^\_PaXb^]<^ST, Bca^]VFX[SRPaS \Pg1dUUTaBXiT, $ \Pg1dUUTa?^^[BXiT, $ \PgATRTXeTS<TbbPVTBXiT, $ \TbbPVT4]R^SX]V, CTgc cTgc4]R^SX]V, dcU ' caP]bUTa<^ST, 1dUUTaTS dbT3TUPd[cFTQ?a^gh, cadT - +aTPSTa@d^cPb \Pg3T_cW, "! \PgBcaX]V2^]cT]c;T]VcW, ' (! \Pg0aaPh;T]VcW, %"'# \Pg1hcTb?TaATPS, # (% \Pg=P\TCPQ[T2WPa2^d]c, %"'# - +bTRdaXch \^ST, CaP]b_âc2aTST]cXP[>][h - +caP]b_âc R[XT]c2aTST]cXP[Ch_T, =c[\ - + bTRdaXch- + QX]SX]V- + QPbXR7cc_1X]SX]V- + QX]SX]Vb- +R[XT]c- +T]S_^X]c PSSaTbb,Wcc_) JbTaeTa]P\TL)J_âc]d\QTaL NecXNQX] bTPaRW Pb\g QX]SX]V, QPbXR7cc_1X]SX]V QX]SX]V2^]UXVdaPcX^], @dTahBTaeXRTB^P_ R^]caPRc, FBBTPaRW @dTahBTaeXRTB^P_ ]P\T, @dTahBTaeXRTB^P_ - + R[XT]c- + bhbcT\ bTaeXRT<^ST[- + R^]UXVdaPcX^]- !S SHOWN IN THIS SECTION IT IS FAIRLY EASY TO USE THE SEARCH WEB SERVICE FOR PERFORMING SEARCHES AGAINST THE 3HARE0OINT INDEX FROM OUTSIDE THE 3HARE0OINT FARM 4HE DRAWBACK HERE IS MAINTAINING THE CORRECT BINDING CONTEXT IF THE NAME OR LOCATION OF THE SEARCH WEB SERVICE WERE TO CHANGE /NE WAY OF HANDLING THIS COULD BE TO CREATE A PROXY ON THE ORGANIZATION S PRIMARY DOMAIN THAT INTERNALLY REFERS TO THE SEARCH WEB SERVICE

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

#REATING 31, FOR THE &ULL4EXT3QL1UERY 31, QUERY SYNTAX FOR 3HARE0OINT IS SIMILAR TO THAT OF 3HARE0OINT 4HE MOST IMPORTANT THING TO UNDERSTAND WHEN CONSTRUCTING 31, QUERY SYNTAX IS HOW TO PARSE THE INPUT TO GET A REPRESENTATION THAT REFLECTS WHAT THE USER EXPECTS AND IS EASILY ANALYZED 4HIS SECTION LOOKS AT THE DIFFERENT COMPONENTS OF THE 31, QUERY SYNTAX WHAT THEY DO AND HOW TO COMBINE THEM TO ACHIEVE A SPECIFIC BEHAVIOR

#REATING THE 1UERY #ALLING AND GETTING RESULTS FROM SEARCH ENGINE CAN BE SUMMARIZED AS FOLLOWS

!N INSTANCE OF THE 30 QUERY OBJECT IS CREATED

4HE QUERY OBJECT SETTINGS GET CONFIGURED

4HE 31, IS ADDED TO THE QUERY OBJECT

!N TgTRdcT METHOD ON THE 30 QUERY OBJECT IS CALLED

4HE RETURN VALUE OF THE TgTRdcT METHOD IS AN 30 OBJECT OF TYPE ATbd[cCPQ[T2^[[TRcX^]

)MPORTANT #ONFIGURATION /PTIONS OF THE 1UERY /BJECT 4HE 30 QUERY OBJECT CAN BE CONFIGURED WITH A NUMBER OF PROPERTIES 4HE hMUST KNOWv PROPERTIES ARE AS FOLLOWS v

%NABLE STEMMING

4RIM DUPLICATES

)GNORE ALL NOISE QUERY

(IGHLIGHTED SENTENCE COUNT DEFAULT RANGE ; = OR AN EXCEPTION GETS THROWN

2ESULT TYPES

31, QUERY STRING

3ITE CONTEXT 52,

+EYWORD INCLUSION

31, 1UERY 0REDICATES 4HE QUERY STRING SUPPLIED TO THE SEARCH ENGINE IS CONSTRUCTED FROM THE FOLLOWING PREDICATES 4HESE LOOK LIKE NORMAL 4 31, AND SHOULD BE EASILY UNDERSTANDABLE PERHAPS WITH THE EXCEPTION OF THE 3#/0% STATEMENT

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

3%,%#4 4HIS STATES WHICH INFORMATION YOU WANT TO GET RETURNED FROM THE SEARCH ENGINE 4HESE VALUES MIGHT BE NULL IF THEY ARE NOT AVAILABLE PROPERTIES FOR A PARTICULAR RESULT TYPE

&2/- 3#/0% 4HIS IS RESPONSIBLE FOR LIMITING WHICH AREAS ARE SEARCHED 4HE FUNCTIONALITY OF SETTING THIS IS CURRENTLY UNCLEAR AS IT IS NOT EASILY EXAMINED IN OUR TEST SETUP

7(%2% 4HIS CONTAINS THE PREDICATES THAT ARE TO BE SEARCHED 4HESE PREDICATES CAN BE &2%%4%84 OR #/.4!).3 0REDICATES CAN BE CONCATENATED WITH THE LOGICAL OPERATORS !.$ AND /2 4HE PROPERTY DOES NOT NEED TO BE ONE OF THE RETURNED PROPERTIES OF THE 3%,%#4 STATEMENT

&2%%4%84 4HIS IS IN THE 30 DOCUMENTATION DESCRIBED AS BEING THE BEST OPTION FOR FINDING DOCUMENTS CONTAINING COMBINATIONS OF THE SEARCH WORDS SCATTERED ACROSS COLUMNS )T IS USED THIS WAY F74A4 5A44C4GC STUPd[c_a^_TacXTb BWPaT?^X]c bTPaRW

#/.4!).3 4HIS IS BEST FOR FINDING EXACT MATCHES )T IS ALSO USED FOR PERFORMING WILDCARD SEARCHES WHICH IS ACTUALLY ALSO AN EXACT MATCH FROM A LOGICAL POINT OF VIEW BUT A PARTIAL MATCH FROM A USER S POINT OF VIEW )T IS USED THIS WAY F74A4 2>=C08=B bTPa

/2$%2 "9 4HIS INSTRUCTS THE SEARCH ENGINE TO DO A REORDERING OF THE RETURNED RESULTS BY SOME PROPERTY

$ETAILS ON +EYWORD )NCLUSION 4HE :Thf^aS8]R[dbX^] PROPERTY IS RELATED TO THE &2%%4%84 AND #/.4!).3 PREDICATES )T CAN BE SET TO ONE OF TWO ENUMERATIONS v

0[[:Thf^aSb ACTS AS AN !.$ BETWEEN ALL KEYWORDS IN THE &5,,4%84 PREDICATE

0]h:Thf^aS ACTS AS AN /2 BETWEEN ALL KEYWORDS IN THE &5,,4%84 PREDICATE

4HE VALUE OF THE :ThfâS8]R[dbX^] PROPERTY IS SET BASED ON HOW THE QUERY TREE SHOULD LOOK PER DEFAULT 4HE VALUE 0]h:ThfâS TYPICALLY RELATES TO WHETHER AN /2 NODE IS IMPLICIT WHEN CONSTRUCTING THE QUERY TREE AND 0[[:ThfâSb RELATES TO IMPLICIT !.$ SEARCHES )T IS NOT BE FEASIBLE FOR THE USER TO BE LIMITED TO USE EITHER OF THE TWO ENUMERATIONS )T IS THEREFORE POSSIBLE TO OVERRIDE THE 0]h:ThfâS OPTION BY ADDING A SYMBOL TO THE KEYWORDS WHICH BASICALLY STATES THAT IT MUST BE CONTAINED IN THE RESULTS !N EXAMPLE COULD BE A QUERY FOR THE FOLLOWING BWPaT?^X]c bTPaRW â T]VX]T 4HIS WOULD THEN BE EVALUATED AS FOLLOWS BWPaT?^X]Xc 0=3 bTPaRW >A T]VX]T FXcW :ThfâS8]R[dbX^] , 0]h:ThfâS

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

4HE 31, WOULD BE AS FOLLOWS B4;42C FâZ8S AP]Z CXc[T 0dcWâ <^SXUXTS1h BXiT ?PcW 3TbRaX_cX^] 2aTPcTS FaXcT 5X[T]P\T BXcT=P\T BXcTCXc[T 2^[[P_bX]VBcPcdb 7Xc7XVW[XVWcTSBd\\Pah 7Xc7XVW[XVWcTS?a^_TacXTb 2^]cT]c2[Pbb 8b3^Rd\T]c 2^]cT]cCh_T ^QYTRcXS ?XRcdaTDA; FâZ4\PX[ 2aTPcTS1h 2^]cT]cB^daRT 5X[T4gcT]bX^] 5A>< B2>?4 F74A4 5A44C4GC STUPd[c_a^_TacXTb T]VX]T >A 5A44C4GC STUPd[c_a^_TacXTb BWPaT?^X]c bTPaRW >A34A 1H AP]Z 34B2

&2%%4%84 AND #/.4!).3 0REDICATES &ORMAT 4HE FORMAT OF THE PREDICATES IS AS FOLLOWS J+R^[d\]NXST]cXUXTa- L +R^]cT]cNbTPaRWNR^]SXcX^]- J ;283L 4HE COLUMN IDENTIFIER CAN BE EITHER A COLUMN OR A COLUMN GROUP )N /NTOLICA THE LATTER IS USED BY SETTING IT TO hDEFAULTPROPERTIESv WHICH IS ALSO THE DEFAULT VALUE OF THE SEARCH ENGINE IF NONE IS SET 4HE CONTENT SEARCH CONDITION IS DIFFERENT FROM &2%%4%84 AND #/.4!).3 AND IS DESCRIBED INDIVIDUALLY NEXT ,OCALIZATION CAN BE ACHIEVED BY SETTING THE ,#)$ ARGUMENT ON THE PREDICATES THUS ALLOWING FOR LOCALE SPECIFIC SEARCHES LANGUAGE SPECIFIC SEARCHES 4HIS IS RELEVANT NOT ONLY FOR WORDS BUT ALSO FOR DATES AND NUMERIC VALUES CURRENCY FORMAT AND MORE )F NO ,#)$ IS SET THEN THE SYSTEMS LOCALE IS USED

&2%%4%84 'ENERALLY AS FEW &2%%4%84 STATEMENTS SHOULD BE USED AS POSSIBLE TO IMPROVE RANKING )F THE QUERY CAN BE WRAPPED INTO A SINGLE &2%%4%84 STATEMENT THAT WOULD BE THE BEST SOLUTION 4HE 30 SEARCH ENGINE REMOVES NOISE WORDS DURING INDEXING AND ALSO FROM THE SEARCH ITSELF ! SEARCH FOR A NOISE WORD WILL ALWAYS YIELD ZERO RESULTS ! &2%%4%84 PREDICATE CAN CONTAIN PHRASES 4HEY MUST BE SURROUNDED BY QUOTATION MARKS )F MORE KEYWORDS OR PHRASES ARE PRESENT IN A &2%%4%84 PREDICATE THEY ARE IMPLICITLY SEPARATED BY EITHER !.$ OR /2 DEPENDING ON THE :Thf^aS8]R[dbX^] SETTING AS DESCRIBED EARLIER

#/.4!).3 !S OPPOSED TO THE &2%%4%84 PREDICATE THE #/.4!).3 PREDICATE SHOULD BE USED FOR EXACT MATCHES )T HAS A RANGE OF OPTIONS NOT AVAILABLE IN THE &2%%4%84 PREDICATE 4ABLE DESCRIBES THE PREDICATES AND ARGUMENTS AVAILABLE FOR THE #/.4!).3 PREDICATE 4HESE ARE THEN USED TO CREATE THE INDIVIDUAL #/.4!).3 PREDICATES TO APPLY TO THE QUERY -ULTIPLE #/.4!).3 PREDICATES CAN BE APPLIED TO ACHIEVE THE BEHAVIOR DESIRED IF IT IS NOT FEASIBLE TO CREATE ONE #/.4!).3 PREDICATE THAT ACHIEVES IT )N THE CASE OF MULTIPLE #/.4!).3 PREDICATES THEY ARE ALSO SEPARATED BY "OOLEAN OPERATORS WHICH ARE REQUIRED IN THIS CASE

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

4ABLE $IFFERENT USES OF THE #/.4!).3 0REDICATE 7ORD

! SINGLE WORD WITHOUT SPACES OR OTHER PUNCTUATION

qF74A4 2>=C08=B bWPaT_^X]c

0HRASE

-ULTIPLE WORDS OR INCLUDED SPACES

qF74A4 2>=C08=B bWPaT_^X]c bTPaRW /R TO INCLUDE DOUBLE QUOTATION MARKS q F74A4 2>=C08=B bWPaT_^X]c bTPaRW

7ILDCARD 7ORDS OR PHRASES WITH THE ASTERISK ADDED TO THE END 4HIS IS FOR PERFORMING WILDCARD SEARCHING

qF74A4 2>=C08=B bTP -ATCHES SEARCH SEARCHES SEARCHING AND SEARCHABLE

"OOLEAN

qF74A4 2>=C08=B bWPaT_^X]c 0=3 ! 7ORDS PHRASES AND WILDCARD STRINGS COMBINED BY USING THE "OOLEAN OPERATORS 0=3 bTPaRW !.$ /2 OR ./4 ENCLOSE THE "OOLEAN TERMS IN DOUBLE QUOTATION MARKS

.EAR

7ORDS PHRASES OR WILDCARDS SEPARATED BY qF74A4 2>=C08=B bWPaT_^X]c =40A bTPaRW THE FUNCTION .%!2

&ORMS/F -ATCHES A WORD AND THE INFLECTIONAL VERSIONS OF THAT WORD

qF74A4 2>=C08=B 5>A<B>5 8=5;42C8>=0; bTPaRW -ATCHES SEARCH SEARCHES SEARCHING ETC

)S!BOUT

qF74A4 2>=C08=B 8B01>DC bWPaT_^X]c bTPaRW

#OMBINES MATCHING RESULTS OVER MULTIPLE WORDS PHRASES OR WILDCARD SEARCH TERMS

7ORDS AND PHRASES ARE SIMILAR TO THOSE OF &2%%4%84 7ILDCARDS ARE SIMILAR TO A SINGLE WORD PHRASE CREATED BY CODE NOT THE USER "OOLEANS CAN BE USED EITHER INSIDE A SINGLE #/.4!).3 PREDICATE OR TO SEPARATE A NUMBER OF #/.4!).3 AND &2%%4%84 PREDICATES !S MENTIONED EARLIER IT IS POSSIBLE TO USE EITHER A SINGLE #/.4!).3 PREDICATE WITH MULTIPLE KEYWORDS SEPARATED BY "OOLEANS OR MULTIPLE #/.4!).3 PREDICATES THAT EACH HAVE ONLY ONE KEYWORD AND SEPARATE THE PREDICATES BY "OOLEANS 4HE IMPACT ON THE QUERY RESULTS WHEN USING EITHER METHOD OR A COMBINATION IS NOT KNOWN OR DOCUMENTED &ORMS/F AND )S!BOUT ARE NOT USED AND THE DOCUMENTATION IS NOT SPECIFIC ENOUGH TO MAKE ANY REAL ESTIMATES ON THEIR PERFORMANCE AND EFFECT

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

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!N EXAMPLE OF A 31, QUERY USING WILDCARDS MIGHT LOOK LIKE THIS B4;42C FâZ8S AP]Z CXc[T 0dcWâ <^SXUXTS1h BXiT ?PcW 3TbRaX_cX^] 2aTPcTS FaXcT 5X[T]P\T BXcT=P\T BXcTCXc[T 2^[[P_bX]VBcPcdb 7Xc7XVW[XVWcTSBd\\Pah 7Xc7XVW[XVWcTS?a^_TacXTb 2^]cT]c2[Pbb 8b3^Rd\T]c 2^]cT]cCh_T ^QYTRcXS ?XRcdaTDA; FâZ4\PX[ 2aTPcTS1h 2^]cT]cB^daRT 5X[T4gcT]bX^] 5A>< B2>?4 F74A4 5A44C4GC STUPd[c_a^_TacXTb T]VX]T >A 2>=C08=B BWPaT?^ 0=3 2>=C08=B bTPa >A34A 1H AP]Z 34B2 )N THE FOREGOING 31, THERE HAS BEEN A SEARCH FOR THE FOLLOWING BWPaT?^ bTPa â T]VX]T 4HIS IS EVALUATED AS FOLLOWS BWPaT?^ 0=3 bTPa â T]VX]T .OTICE HOW THE WILDCARD KEYWORDS ARE WRAPPED INSIDE TWO #/.4!).3 PREDICATES !CCORDING TO THE DOCUMENTATION THEY MIGHT AS WELL HAVE BEEN WRAPPED INSIDE A SINGLE ONE BUT IN REAL LIFE THAT YIELDS AN EXCEPTION IF TWO WILDCARDS ARE USED WITHIN THE SAME #/.4!).3 PREDICATE !LSO NOTICE THAT THERE IS A OPERATOR BEFORE THE KEYWORD ENGINE IN THE &2%%4%84 PREDICATE 4HIS WAY IT IS SPECIFIED THAT THE KEYWORD HAS TO EXIST BECAUSE AN /2 BASED SEARCH ALWAYS HAS THE FOLLOWING PROPERTY SET :ThfâS8]R[dbX^] , 0]h:ThfâS /THERWISE THE QUERY WOULD RETURN RESULTS THAT MIGHT CONTAIN THE KEYWORD ENGINE BUT NOT NECESSARILY 4HIS APPEARS TO BE PREVENTED BY THE SEARCH ENGINE THOUGH AS FULL OR EMPTY SET QUERIES ARE NOT ACCEPTED )T SEEMS THAT AT LEAST ONE WORD OF A PREDICATE HAS TO BE MATCHED IF THE PREDICATE SHOULD BE EVALUATED )F THE /2 WAS CHANGED TO !.$ THEN :ThfâS8]R[dbX^] WOULD BE SET TO 0[[:ThfâSb AND THE WOULD NOT BE SET

#REATING A #USTOM 3EARCH !PPLICATION 0AGE )N THIS SECTION WE DESCRIBE HOW TO CREATE A NEW APPLICATION PAGE IN 3HARE0OINT WITH SEARCH FUNCTIONALITY 4HE EXAMPLE PROVIDED IS DESIGNED TO BE EASY TO IMPLEMENT AND DEPLOY 5SING AN APPLICATION PAGE WHICH IS STORED AS A PHYSICAL FILE ON THE FRONT END SERVER MAKES IT EASY TO EXTEND AND EXPERIMENT WITH THE QUERY !0) 4HE EXAMPLE USES DATA BINDING TO DISPLAY THE QUERY RESULT DATA IN ORDER TO REDUCE THE AMOUNT OF NON SEARCH RELATED CHANGES REQUIRED WHEN WORKING WITH THE SEARCH !0) 4HIS EXAMPLE IS INTENDED TO BE EASY TO UNDERSTAND AND EXTEND WITH MORE COMPLEX FUNCTIONALITY "ASIC KNOWLEDGE OF 6ISUAL 3TUDIO AND ENTRY LEVEL KNOWLEDGE OF PROGRAMMING IN # .%4 ARE RECOMMENDED BUT NOT REQUIRED

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

3ETTING 5P THE 3OLUTION 3TART BY CREATING A NEW PROJECT IN 6ISUAL 3TUDIO ON A FRONT END SERVER ON THE FARM WHERE THE PROJECT IS TO BE DEPLOYED &IGURE )F THIS IS NOT POSSIBLE THE #REATE 0ACKAGE FUNCTIONALITY CAN BE USED #HOOSE THE %MPTY 3HARE0OINT 0ROJECT TEMPLATE AND GIVE THE PROJECT A PROPER NAME )N THIS EXAMPLE THE PROJECT IS NAMED 3EARCH!PPLICATION0AGE

&IGURE #REATING A NEW 3HARE0OINT PROJECT !FTER CREATING THE PROJECT A PROMPT APPEARS ASKING FOR THE 3HARE0OINT SERVER FARM 52, %NTER THE SITE 52, WHERE THE SOLUTION IS TO BE DEPLOYED 4HE PROMPT ALSO ASKS IF THE SOLUTION SHOULD BE SANDBOXED OR DEPLOYED AS A FARM SOLUTION #HOOSE THE OPTION h$EPLOY AS A FARM SOLUTIONv &IGURE )T IS ALWAYS A GOOD IDEA TO VALIDATE THE SITE THAT THE SOLUTION IS DEPLOYED TO

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

&IGURE $EPLOYMENT SETTINGS 4HE NEXT STEP IS TO ADD AN APPLICATION PAGE TO THE PROJECT )N 3HARE0OINT IT IS BEST PRACTICE TO MAKE APPLICATION PAGES INHERIT FROM THE ;Ph^dcb?PVT1PbT CLASS WHICH IS FOUND IN THE NAMESPACE <XRa^b^Uc BWPaT?^X]c FTQ2^]ca^[b 4HIS CLASS IS FAIRLY SIMPLE BUT CONTAINS COMMON FUNCTIONALITY THAT MAKES DEVELOPMENT OF APPLICATION PAGES EASIER 7HEN ADDING THE APPLICATION PAGE AS SHOWN IN &IGURE IT AUTOMATICALLY INHERITS FROM THE ;Ph^dcb?PVT1PbT CLASS

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

&IGURE #REATING AN APPLICATION PAGE !PPLICATION PAGES ARE NOT AVAILABLE IN SANDBOXED SOLUTIONS AS THEY ARE LOCATED IN THE ;Ph^dcb FOLDER IN THE 3HARE0OINT ROOT FOLDER STRUCTURE &IGURE 7HEN ADDING A NEW APPLICATION PAGE TO THE PROJECT AS JUST SHOWN 6ISUAL 3TUDIO AUTOMATICALLY CREATES THE ;Ph^dcb FOLDER IN THE PROJECT AND ADDS THE Pb_g AND CODE BEHIND FILES TO IT 7HEN THE SOLUTION IS DEPLOYED LATER ON THE APPLICATION PAGE WILL AUTOMATICALLY BE ADDED TO THE ;Ph^dcb FOLDER IN THE 3HARE0OINT ROOT FOLDER STRUCTURE

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

&IGURE ;Ph^dcb FOLDER ADDED TO PROJECT CONTAINING APPLICATION PAGE FILES

-ODIFYING THE !PPLICATION 0AGE -ARKUP 4O MAKE THE APPLICATION PAGE USEFUL SOME EDITS TO THE Pb_g PAGE ARE REQUIRED 4O EDIT THE LAYOUT OF THE APPLICATION PAGE AND TO ADD CONTROLS TO IT OPEN THE BTPaRW0__[XRPcX^]?PVT Pg_g FILE &IRST OF ALL THE TITLES SHOULD BE CHANGED TO SOMETHING MEANINGFUL (ERE THE 0LACE(OLDER0AGE4ITLE IS CHANGED TO 3EARCH !PPLICATION 0AGE AND THE 0LACE(OLDER0AGE4ITLE)N4ITLE!REA IS CHANGED TO -Y 3EARCH !PPLICATION 0AGE +Pb_)2^]cT]c 83, ?PVTCXc[T 2^]cT]c?[PRT7^[STa83, ?[PRT7^[STa?PVTCXc[T ad]Pc, bTaeTa - BTPaRW 0__[XRPcX^] ?PVT + Pb_)2^]cT]c- +Pb_)2^]cT]c 83, ?PVTCXc[T8]CXc[T0aTP 2^]cT]c?[PRT7^[STa83, ?[PRT7^[STa?PVTCXc[T8]CXc[T0aTP ad]Pc, bTaeTa - <h BTPaRW 0__[XRPcX^] ?PVT + Pb_)2^]cT]c- &OR THE APPLICATION PAGE TO HAVE ANY MEANINGFUL FUNCTIONALITY SOME WEB CONTROLS NEED TO BE ADDED )N THIS EXAMPLE THE APPLICATION PAGE IS USED FOR SEARCHING AND SHOWING SIMPLE SEARCH RESULTS &OR THIS TO WORK THE FOLLOWING FIVE WEB CONTROLS ARE ADDED IN THE CONTENT PLACEHOLDER WITH THE )$ h0LACE(OLDER-AINv

4EXT BOX FOR ENTERING SEARCH TERMS INTO

"UTTON FOR EXECUTING THE QUERY

,ABEL INSTRUCTING USER THAT THE TEXT BOX IS FOR ENTERING SEARCH TERMS

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

'RIDVIEW FOR SHOWING SEARCH RESULTS LIMITED TO TEN RESULTS

,ABEL INSTRUCTING USER THAT THE GRIDVIEW SHOWS SEARCH RESULTS

7HEN DONE THE MAIN CONTENT PLACEHOLDER SHOULD LOOK LIKE ,ISTING ,ISTING 2ENDERING SIMPLE SEARCH RESULTS USING THE 30'RID6IEW CONTROL +Pb_)2^]cT]c 83, <PX] 2^]cT]c?[PRT7^[STa83, ?[PRT7^[STa<PX] ad]Pc, bTaeTa - +Pb_);PQT[-4]cTa bTPaRW cTa\b+ Pb_);PQT[- +Pb_)CTgc1^g 83, bTPaRWCTgc ad]Pc, bTaeTa - +Pb_)1dcc^] 83, bTPaRW1dcc^] CTgc, BTPaRW ad]Pc, bTaeTa - +Qa -+Qa - +Pb_);PQT[-BTPaRW aTbd[cb)+ Pb_);PQT[- +Qa - +BWPaT?^X]c)B?6aXSEXTf 83, bTPaRW6aXSEXTf 0[[^f?PVX]V, cadT ?PVTBXiT, 0dc^6T]TaPcT2^[d\]b, UP[bT ad]Pc, bTaeTa - +2^[d\]b- +Pb_)CT\_[PcT5XT[S 7TPSTaCTgc, ?PcW - +7TPSTaBch[T 5^]c 1^[S, cadT -+ 7TPSTaBch[T- +8cT\Bch[T FXScW, - +8cT\CT\_[PcT- +Pb_)7h_Ta;X]Z CTgc, + 4eP[ CXc[T - =PeXVPcTDa[, + 4eP[ ?PcW - ad]Pc, bTaeTa - + Pb_)7h_Ta;X]Z- + 8cT\CT\_[PcT- + Pb_)CT\_[PcT5XT[S- +Pb_)1^d]S5XT[S 3PcP5XT[S, FaXcT 7TPSTaCTgc, 4SXcTS 8cT\Bch[T FXScW, _g - +7TPSTaBch[T 5^]c 1^[S, cadT -+ 7TPSTaBch[T- + Pb_)1^d]S5XT[S- + 2^[d\]b- + BWPaT?^X]c)B?6aXSEXTf- + Pb_)2^]cT]c- "UILD AND DEPLOY THE SOLUTION TO 3HARE0OINT BY RIGHT CLICKING THE PROJECT AND CHOOSING $EPLOY !FTER IT IS SUCCESSFULLY DEPLOYED THE SOLUTION CAN BE ACCESSED BY ENTERING THE FOLLOWING 52, INTO THE BROWSER Wcc_) +bXcT da[- N[Ph^dcb BTPaRW0__[XRPcX^]?PVT BTPaRW0__[XRPcX^]?PVT Pb_g !T THIS TIME CLICKING THE 3EARCH BUTTONS DOES NOT PERFORM ANY ACTION (OWEVER YOU WILL SEE A LAYOUT CONTAINING A TEXT FIELD FOR ENTERING SEARCH TERMS A BUTTON FOR EXECUTING THE SEARCH AND A DATA GRIDVIEW 7EB 0ART FOR DISPLAYING SEARCH RESULTS &IGURE

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

&IGURE 3IMPLE SEARCH APPLICATION PAGE LAYOUT

!DDING #ODE "EHIND #ODE BEHIND IS THE .%4 CODE # IS USED IN THIS BOOK THAT IMPLEMENTS THE LOGIC FOR THE MARKUP )T IS EXECUTED ON THE SERVER AND CAN ALTER THE PROPERTIES OF THE LAYOUT PRIOR TO RENDERING !DDING SEARCH CAPABILITIES TO THIS APPLICATION PAGE IS VERY EASY &IRST THE ASSEMBLIES REQUIRED FOR THE SEARCH !0) MUST BE ADDED AS REFERENCES TO THE 3EARCH!PPLICATION0AGE PROJECT &IGURE 4HIS IS DONE BY RIGHT CLICKING THE PROJECT AND THEN ADDING REFERENCES TO THE FOLLOWING ASSEMBLIES v

<XRa^b^Uc >UUXRT BTaeTa

<XRa^b^Uc >UUXRT BTaeTa BTPaRW

"OTH ASSEMBLIES ARE USUALLY LOCATED IN THE 8B0?8 FOLDER IN THE 3HARE0OINT ROOT FOLDER

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

&IGURE !DDING REFERENCES TO THE SEARCH !0) 7ITH THE REQUIRED REFERENCES IN PLACE ONLY THREE CHANGES ARE REQUIRED IN THE CODE BEHIND FILE OF THE APPLICATION PAGE v

!DDING hUSINGv STATEMENTS FOR THE NAMESPACES

!N EVENT HANDLER FOR THE BUTTON

! METHOD TO INVOKE FROM THE EVENT HANDLER THAT EXECUTES THE SEARCH

/PEN THE FILE NAMED BTPaRW0__[XRPcX^]?PVT Pg_g Rb AND ADD THE FOLLOWING NAMESPACES TO THE TOP OF THE FILE dbX]V BhbcT\* dbX]V <XRa^bÛc BWPaT?^X]c* dbX]V <XRa^bÛc BWPaT?^X]c FTQ2^]ca^[b* dbX]V <XRa^bÛc >UUXRT BTaeTa BTPaRW @dTah* dbX]V BhbcT\ 3PcP* 4HE FILE CONTAINS THE BTPaRW0__[XRPcX^]?PVT CLASS WHICH HAS ONLY ONE DEFAULT METHOD 4HIS IS THE ?PVTN;^PS METHOD )NSIDE THE ?PVTN;^PS METHOD ADD AN EVENT HANDLER FOR THE 3EARCH BUTTON %ACH TIME THE 3EARCH BUTTON GETS CLICKED THE METHOD CALLED bTPaRW1dcc^]N2[XRZ WILL BE INVOKED _a^cTRcTS e^XS ?PVTN;^PS ^QYTRc bT]STa 4eT]c0aVb T j cWXb bTPaRW1dcc^] 2[XRZ , ]Tf 4eT]c7P]S[Ta bTPaRW1dcc^]N2[XRZ * l ,AST BUT NOT LEAST THE CODE FOR PERFORMING THE SEARCH IS ADDED 4HIS IS ENCAPSULATED INSIDE THE bTPaRW1dcc^]N2[XRZ METHOD

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

! :ThfâS@dTah OBJECT IS INITIALIZED FOR THE CURRENT SITE 4HEN THE RESULT PROVIDER IS CONFIGURED AS DEFAULT WHICH MEANS THAT IT USES 3HARE0OINT 3EARCH 4HE OTHER ALTERNATIVE IS TO USE &!34 !S THIS SOLUTION SHOWS DATA IN ONLY ONE DATA GRIDVIEW ONLY RESULTS OF TYPE AT[TeP]cATbd[cb ARE RETURNED 4HE IMPLICIT OPERATOR FOR MULTIPLE KEYWORDS OR SEARCH TERMS IS SET TO 0[[:ThfâSb 4HIS MEANS THAT THERE IS AN IMPLICIT !.$ BETWEEN KEYWORDS IF NOTHING ELSE IS SPECIFIED &INALLY THE QUERY TEXT IS ADDEDÂ&#x2C6;THE SEARCH TERMS THAT THE USER ENTERS INTO THE TEXT FIELD ON THE SEARCH APPLICATION PAGE .OW THE :ThfâS@dTah OBJECT IS CONFIGURED AND A SEARCH CAN BE EXECUTED _a^cTRcTS e^XS bTPaRW1dcc^]N2[XRZ ^QYTRc bT]STa 4eT]c0aVb T j dbX]V B?BXcT bXcT , ]Tf B?BXcT B?2^]cTgc 2daaT]c FTQ BXcT Da[ j :ThfâS@dTah `dTah , ]Tf :ThfâS@dTah bXcT * `dTah ATbd[cb?aêXSTa , <XRa^bÛc >UUXRT BTaeTa BTPaRW @dTah BTPaRW?aêXSTa 3TUPd[c* `dTah ATbd[cCh_Tb , ATbd[cCh_T AT[TeP]cATbd[cb* `dTah :ThfâS8]R[dbX^] , :ThfâS8]R[dbX^] 0[[:ThfâSb* `dTah @dTahCTgc , bTPaRWCTgc CTgc* ATbd[cCPQ[T2^[[TRcX^] aTbd[cb , `dTah 4gTRdcT * XU aTbd[cb 2^d]c - j ATbd[cCPQ[T aT[TeP]c , aTbd[cbJATbd[cCh_T AT[TeP]cATbd[cbL* 3PcPCPQ[T bTPaRW , ]Tf 3PcPCPQ[T * bTPaRW ;^PS aT[TeP]c * 3PcPEXTf eXTf , ]Tf 3PcPEXTf bTPaRW * bTPaRW6aXSEXTf 3PcPB^daRT , bTPaRW* bTPaRW6aXSEXTf 3PcP1X]S * l l l )F EXECUTING THE SEARCH YIELDS ANY RESULTS THE AT[TeP]cATbd[cb ARE EXTRACTED FROM THE SEARCH AND LOADED INTO A DATA TABLE 4HIS DATA TABLE IS THEN USED AS THE DATA SOURCE IN A DATA VIEW &INALLY A DATA BINDING IS APPLIED BETWEEN THE DATA GRIDVIEW WEB CONTROL AND THE DATA VIEW 3INCE IT HAS ALREADY BEEN DETERMINED THAT SOME RESULTS EXIST THE DATA GRIDVIEW WEB CONTROL WILL NOW SHOW THESE RESULTS +EEP IN MIND THAT THE DATA GRIDVIEW IS CONFIGURED TO SHOW ONLY THE FIRST TEN RESULTS .OW DEPLOY THE SOLUTION AGAIN #LICK THE 3EARCH BUTTON TO PERFORM A SEARCH FOR THE SEARCH TERMS AND DISPLAY ANY RESULTS IN THE DATA GRIDVIEW WEB CONTROL &IGURE

#(!04%2 â&#x2013; 3%!2#( 4(2/5'( 4(% !0)

&IGURE 3EARCH APPLICATION PAGE WITH SEARCH RESULTS

3UMMARY /NE CHALLENGE WHEN WORKING WITH SEARCH THAT IS OFTEN OVERLOOKED IS HOW TO CREATE PROPER QUERIES 7HEN DEALING WITH SIMPLE ONE OR TWO WORD QUERIES THIS IS FAIRLY STRAIGHTFORWARD BUT WHEN MORE SPECIFIC OR COMPLEX QUERIES ARE REQUIRED IT CAN EASILY BECOME COMPLICATED TO DO CORRECTLY 4HIS CHAPTER OFFERED SOME METHODS FOR HANDLING SUCH QUERIES AND VALIDATING THEIR CORRECTNESS &OR TRUE CODED EXTENSIONS OF THE SEARCH CAPABILITIES IN 3HARE0OINT THE SEARCH !0) AND THE SEARCH WEB SERVICE ARE INTRODUCED WITH WORKING CODE EXAMPLES OF HOW TO USE THEM 4HE !0)S AVAILABLE KEYWORD AND 31, BASED QUERIES DIFFER IN THE LEVEL OF CONTROL OVER THE QUERY AND HOW IT IS CONSTRUCTED !S BOTH REQUIRE THE 3HARE0OINT DYNAMIC LINK LIBRARIES $,,S TO BE PRESENT ON THE MACHINE THIS IS NOT ALWAYS FEASIBLE WHEN DOING APPLICATIONS INTENDED FOR EXECUTION ON CLIENT MACHINES &OR THIS AN EXAMPLE IS GIVEN OF HOW TO USE THE SEARCH WEB SERVICE TO PERFORM CLIENT BASED SEARCHES AND HOW TO CREATE A SEARCH ENABLED APPLICATION PAGE )T IS NEITHER POSSIBLE NOR INTENDED THAT THIS TOPIC IS COVERED IN DEPTH IN THIS BOOK 2ATHER THE INTENT IS TO OFFER THE MEANS FOR THE READER TO GET SUFFICIENT KNOWLEDGE TO DO FURTHER EXPLORATION

CHAPTER 9

â&#x2013; â&#x2013; â&#x2013;

Business Connectivity Services

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!FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

5NDERSTAND THE "USINESS #ONNECTIVITY 3ERVICES ARCHITECTURE

5NDERSTAND HOW "#3 INTEGRATES BOTH INSIDE AND OUTSIDE 3HARE0OINT

#REATE "#3 SOLUTIONS OF SIMPLE AND MEDIUM COMPLEXITIES

#REATE CUSTOM .%4 CONNECTORS USING 6ISUAL 3TUDIO

#ONFIGURE THE 3ECURE 3TORE 3ERVICE FOR USE BY "USINESS #ONNECTIVITY 3ERVICES

!DD BASIC SECURITY TRIMMING USING 6ISUAL 3TUDIO

5NDERSTAND THE POTENTIAL THAT "#3 EXPOSES FOR YOUR ORGANIZATION

"USINESS #ONNECTIVITY 3ERVICES "#3 MAKES IT POSSIBLE TO INTEGRATE EXTERNAL DATA SOURCESÂ&#x2C6;TYPICALLY LINE OF BUSINESS DATAÂ&#x2C6;WITH 3HARE0OINT 4HE MOST EXCITING FEATURES IN "#3 FOR 3HARE0OINT ARE THE 3HARE0OINT $ESIGNER 30$ INTEGRATION ITS SEARCH CAPABILITIES AND -ICROSOFT /FFICE INTEGRATION WHICH IS OUTSIDE THE SCOPE OF THIS BOOK 4HE NEW "#3 OFFERS SIMILAR FUNCTIONALITY TO THE "USINESS $ATA #ATALOG "$# IN 3HARE0OINT )N CONTRAST TO THE "$# THE "#3 IS ACCESSIBLE TO A MUCH WIDER AUDIENCE DUE TO ITS INTEGRATION WITH 3HARE0OINT $ESIGNER 4HIS WAS NOT THE CASE WITH THE "$# IN 30$ !LSO ACCESSING AND MANIPULATING ,/" DATA IS NOW EASY 7ITH "$# IT WAS RELATIVELY EASY TO READ EXTERNAL DATA BUT MANIPULATING EXTERNAL DATA PRESENTED A NUMBER OF COMPLEXITIES 4HE NEW "#3 INTERFACE IN 30$ MAKES IT EASY TO BOTH DEFINE #25$ OPERATIONS AND EVEN AGGREGATE DATA BETWEEN DIFFERENT CONTENT TYPES ACROSS MULTIPLE DATA SOURCES .OW "#3 IS AVAILABLE IN 3HARE0OINT &OUNDATION WHICH MEANS IT IS FREE 4HIS ALLOWS FOR CREATING COMPLEX BUSINESS DRIVEN SOLUTIONS AT A LOW COST 4HIS CHAPTER DESCRIBES THE HIGH LEVEL ARCHITECTURE CAPABILITIES AND COMPONENTS OF "#3 WITH A SPECIAL FOCUS ON SEARCH RELATED TOPICS %XAMPLES WILL BE GIVEN OF HOW TO USE 30$ TO CREATE DECLARATIVE SOLUTIONS AND 6ISUAL 3TUDIO TO CREATE CUSTOM CONTENT TYPES USING # AND ENABLE SEARCHING OF THESE CONTENT TYPES

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

"#3 !RCHITECTURE 4HE ARCHITECTURE OF "#3 IS COMPREHENSIVE BUT STILL MAKES IT EASY TO USE #ONSIDERING THAT "#3 CAN BE USED FOR BOTH 3HARE0OINT AND THE -3 /FFICE CLIENTS IT OFFERS AN EXCELLENT FRAMEWORK THAT ENABLES ADMINISTRATORS TO EASILY UNDERSTAND AND SET UP "#3 SOLUTIONS THAT INTEGRATE CONTENT TYPES FROM MOST TYPICAL CONTENT SOURCES ALL THE WAY THROUGH THE PIPELINE OF "#3 FINALLY PRESENTING A DATA INTERFACE IN AN INTUITIVE WAY TO THE END USER &URTHERMORE IT ALLOWS DEVELOPERS TO CREATE NEW REUSABLE COMPONENTS AS EITHER .%4 CONNECTORS OR CUSTOM CONNECTORS "#3 CAN BE DIVIDED INTO THREE LAYERS PRESENTATION CORE COMPONENTS AND CONTENT SOURCES AS SHOWN IN &IGURE

&IGURE "#3 ARCHITECTURE

0RESENTATION "#3 PRESENTS DATA THAT CAN BE CONSUMED OR MANIPULATED BY 3HARE0OINT AND -3 /FFICE CLIENTS 3HARE0OINT CONTAINS THREE PRIMARY CONSUMERS OF DATA EXPOSED THROUGH "#3

%XTERNAL LISTS

/UT OF THE BOX 7EB 0ARTS

3EARCH

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

%XTERNAL ,ISTS 3HARE0OINT CONTAINS A NEW LIST TYPE NAMED EXTERNAL LISTS 4HIS LIST ACTS AS ANY OTHER LIST WITH THE EXCEPTION THAT AN EXTERNAL CONTENT TYPE MUST BE DEFINED FOR THE LIST )T DOES NOT SUPPORT VERSION INFO AND ALERTS HOWEVER AS ITS DATA IS STORED EXTERNALLY

7EB 0ARTS "#3 7EB 0ARTS ARE SIMILAR TO THOSE FOUND IN "$# FOR 3HARE0OINT !LTHOUGH "#3 IS INCLUDED FOR FREE IN 3HARE0OINT &OUNDATION "#3 7EB 0ARTS ARE INCLUDED ONLY IN THE 3HARE0OINT %NTERPRISE EDITION )NCLUDED 7EB 0ARTS ARE v

"USINESS $ATA !CTIONS

"USINESS $ATA #ONNECTIVITY &ILTER

"USINESS $ATA )TEM

"USINESS $ATA )TEM "UILDER

"USINESS $ATA ,IST

"USINESS $ATA 2ELATED ,IST

"USINESS $ATA !CTIONS !CTIONS ARE EXECUTED ON SINGLE RESULTS FROM "#3 4HE CONCEPT IS ALSO KNOWN FROM SEARCH CENTERS WITH RESULT ACTIONS WHICH ARE CONTEXT SPECIFIC ACTIONS SUCH AS OPENING DOCUMENTS IN THEIR NATIVE APPLICATION OR OPENING A WEB PAGE IN A NEW WINDOWÂ&#x2C6;IN SHORT ACTIONS THAT DIFFER BASED ON THE SPECIFIC RESULT !CTIONS ARE CONFIGURED BY SPECIFYING A TARGET 52, OF AN (440 HANDLER Pb_g PAGE OR SIMILAR "Y ADDING PARAMETERS TO THE 52, AN ACTION CAN BE CONSTRUCTED SUCH THAT THE 52, CAN INVOKE A TRANSLATION USING THE "ING TRANSLATION SERVICE LOOKING UP ADDRESSES ON "ING -APS OR EVEN INVOKE SPECIAL PURPOSE FUNCTIONALITY IF A CUSTOM (440 HANDLER OR Pb_g PAGE IS IMPLEMENTED AND DEPLOYED 4HE CONFIGURED ACTIONS FOR A "#3 RESULT ARE DISPLAYED IN THE "USINESS $ATA !CTIONS 7EB 0ART

"USINESS $ATA #ONNECTIVITY &ILTER 4HE "USINESS $ATA #ONNECTIVITY &ILTER 7EB 0ART IS USED TO PERFORM DATA FILTERING OF 3HARE0OINT 7EB 0ARTS BASED ON VALUES PASSED FROM THE "USINESS $ATA #ONNECTIVITY "$# &ILTER 7EB 0ART ! NUMBER OF FILTERS ARE INCLUDED ALLOWING MANUAL INPUT SUCH AS TEXT OR DATE AND TIME VALUES PICKED FROM A LIST OF CHOICES OR FIXED VALUES EITHER DEFINED FOR THE SITE OR PASSED BY 52, )F A FILTER EXISTS ON A PAGE THE #ONNECTIONS OPTION BECOMES AVAILABLE ON THE %DIT PAGE 4HIS ALLOWS FOR CREATING AN ASSOCIATION OR CONNECTION BETWEEN A FILTER AND FOR INSTANCE A LIST VIEW OR DATA VIEW 7EB 0ART 4HIS WAY SELECTED DATA COLUMNS WILL BE FILTERED BASED ON THE DEFINED FILTER VALUES TO SHOW A CUSTOM VIEW FOR A DEPARTMENT USER +0) EVENT ETC

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

"USINESS $ATA )TEM 4HE "USINESS $ATA )TEM 7EB 0ART SHOWS A SINGLE RESULT IN A VERTICAL VIEW ! TYPICAL USE IS TO SHOW DETAILED OR EXPANDED DATA OF A PARTICULAR RESULT ROW FROM A SUMMARIZED "USINESS $ATA ,IST 7EB 0ART 4HE "USINESS $ATA )TEM 7EB 0ART CAN BE CONNECTED TO THE "USINESS $ATA ,IST 7EB 0ART AND RESPOND TO SELECTED ROWS

"USINESS $ATA )TEM "UILDER 4HIS 7EB 0ART IS USED TO PASS A UNIQUE IDENTIFIER FROM THE 52, PARAMETER TO THE 7EB 0ARTS ON THE PAGE 5SING THIS 7EB 0ART IT IS POSSIBLE TO PASS THE UNIQUE IDENTIFIER ACROSS PAGES CONTAINING "USINESS $ATA )TEM 7EB 0ARTS

"USINESS $ATA ,IST 4HIS IS A GRID VIEW 7EB 0ART AND THE CORE DISPLAY METHOD FOR "#3 DATA ALLOWING AN OVERVIEW OF THE ,/" DATA OBTAINED FROM A "#3 SOURCE 4HE KEY FEATURE IS THE CONNECTION OPTION THAT ALLOWS THIS 7EB 0ART TO BE CONNECTED TO DETAILED VIEW 7EB 0ARTS AND OTHERWISE USED FOR FILTERING AND OR CUSTOM ACTIONS BY CLICKING A RESULT ROW

"USINESS $ATA 2ELATED ,IST 3OMETIMES A PARTICULAR RESULT FROM ONE EXTERNAL CONTENT TYPE HAS ASSOCIATIONS TO DATA IN ANOTHER EXTERNAL CONTENT TYPE 4HE "USINESS $ATA 2ELATED ,IST 7EB 0ART IS USED TO SHOW THE hMANYv PART OF THE RELATIONSHIP BY USING VALUES FROM OTHER "#3 7EB 0ARTS OR 52, BASED IDENTIFIERS TO LOOK UP ASSOCIATED DATA FOR THE EXTERNAL CONTENT TYPE DEFINED FOR THE "USINESS $ATA 2ELATED ,IST 7EB 0ART

3EARCH 3EARCH RESULTS ORIGINATING FROM "#3 ARE DISPLAYED IN A PAGE CALLED THE PROFILE PAGE WHEN THE "#3 RESULT ITEM GETS CLICKED OR OPENED 4HE PROFILE PAGE IS AN Pb_g PAGE BUILT WITH "#3 7EB 0ARTS 4HE 7EB 0ARTS DISPLAY THE RELEVANT "#3 ENTITY BASED ON THE ENTITY S )$ WHICH IS PASSED TO THE PROFILE PAGE AS 52, PARAMETERS -ULTIPLE PROFILE PAGES CAN BE CREATED TO ACCOMMODATE DIFFERENT EXTERNAL CONTENT TYPES 0ROFILE PAGES ARE NOT CREATED AUTOMATICALLY FOR AN EXTERNAL CONTENT TYPE 0ER DEFAULT CLICKING A SEARCH RESULT FROM A "#3 SOURCE YIELDS THE WELL KNOWN ERROR PAGE NOT FOUND 4HE PROFILE PAGE MUST BE CREATED AND CONFIGURED FROM THE 3EARCH SERVICE APPLICATION

â&#x2013; .OTE 3EARCHING FOR EXTERNAL CONTENT USING "#3 IS AVAILABLE ONLY IN 3HARE0OINT 3TANDARD AND %NTERPRISE VERSIONS

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

#ORE #OMPONENTS 4HE CORE OF "#3 IS THE ABILITY TO CONNECT TO A LARGE SET OF DATA SOURCES USING ITS CONNECTOR FRAMEWORK "Y DEFINING CONTENT TYPES FROM THE DATA SOURCES THE RUNTIME ENGINE IS ABLE TO EXECUTE #25$ OPERATIONS ON THESE CONTENT TYPES 4HE CORE COMPONENTS ARE v

2UNTIME ENGINE

"#3 2ICH #LIENT #ACHE

#ONNECTORS

%XTERNAL CONTENT TYPES

4HE RUNTIME ENGINE IS RESPONSIBLE FOR EXECUTING "#3 OPERATIONS ON THE CONTENT SOURCES 4HE RUNTIME ENGINE IS INTEGRATED INTO THE SUPPORTED OFFICE APPLICATIONS 3HARE0OINT WORKSPACE )NFO0ATH AND OF COURSE 3HARE0OINT 4HE INTEGRATION INTO THESE APPLICATIONS MAKES THEM INDEPENDENT OF 3HARE0OINT AS A MIDDLE LAYER FOR USING "#3 TO CONNECT TO CONTENT SOURCES

"#3 2ICH #LIENT #ACHE "USINESS #ONNECTIVITY 3ERVICES OFFERS CACHE AND OFFLINE FEATURES THAT ALSO SUPPORT CACHE BASED OPERATIONS &OR USERS THAT WORK WITH SOLUTIONS DEPLOYED TO SUPPORTED /FFICE APPLICATIONS 7ORD /UTLOOK 3HARE0OINT 7ORKSPACE ETC THEY CAN MANIPULATE EXTERNAL DATA EVEN WHEN THEY ARE WORKING OFFLINE OR IF THE SERVER CONNECTIVITY IS SLOW OR UNAVAILABLE 4HE OPERATIONS PERFORMED AGAINST CACHED EXTERNAL ENTITIES ARE SYNCHRONIZED WHEN CONNECTION TO THE SERVER BECOMES AVAILABLE )T ALSO PROVIDES A FLEXIBLE EXTERNAL DATA CACHING MECHANISM THAT IS AS TRANSPARENT AS POSSIBLE WHILE STILL ENABLING THE USER OR APPLICATION TO HAVE EXPLICIT CONTROL OVER THE CONTENT OF THE CACHE WHEN REQUIRED VIA AUTOMATIC AND MANUAL CLEANUP

#ONNECTORS 4HE "#3 CONNECTOR FRAMEWORK IN 3HARE0OINT COMES WITH BUILT IN SUPPORT FOR CREATING EXTERNAL CONNECTIONS TO 31, 7#& AND .%4 ASSEMBLIES )N GENERAL THIS COVERS THE MAJORITY OF CONNECTION REQUIREMENTS )T WOULD HAVE BEEN NICE HOWEVER IF A FLAT FILE OR g\[ CONNECTOR WAS BUILT IN AS WELL &ORTUNATELY THE "#3 CONNECTOR FRAMEWORK IS DESIGNED TO BE EXTENDABLE WITH EITHER CUSTOM CONNECTORS OR CUSTOM MADE .%4 CONNECTORS ,ATER IN THIS CHAPTER AN EXAMPLE WILL BE PRESENTED OF HOW TO CREATE A .%4 FLAT FILE CONNECTOR USING 6ISUAL 3TUDIO

%XTERNAL #ONTENT 4YPES %XTERNAL CONTENT TYPES ARE THE GLUE OF "#3 4HEY DESCRIBE THE METADATA DEFINITIONS OF THE EXTERNAL CONTENT DATA CONNECTIVITY INFORMATION AND DATA ACCESS CAPABILITIES 4HIS WAY AN %#4 PROVIDES A REUSABLE SCHEMA TO BE USED IN 3HARE0OINT LISTS AND 7EB 0ARTS 4HE EXTERNAL CONTENT TYPE IS WHAT THE )4 PROFESSIONAL CREATES IN 3HARE0OINT $ESIGNER ! TYPICAL BUSINESS REQUIREMENT FOR AN )4 PROFESSIONAL IS TO CREATE AN %#4 FOR A CUSTOMER DATABASE 4HIS DATABASE MIGHT CONTAIN NAMES ADDRESSES PAYMENT INFO AND A UNIQUE CUSTOMER )$ 7HEN THE )4 PROFESSIONAL CREATES AN %#4 FOR THIS DATA SOURCE THE %#4 WILL CONTAIN BOTH THE COLUMN DEFINITIONS FOR THE REQUIRED FIELDS AS WELL AS NAMES AND OPTIONALLY CREDENTIALS FOR THE CUSTOMER DATABASE )T WILL ALSO CONTAIN

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INFORMATION ON WHICH #25$ OPERATIONS CAN BE EXECUTED ON THE CUSTOMER DATABASE &ROM THE )4 PROFESSIONAL S POINT OF VIEW AN %#4 IS A MAPPING BETWEEN THE EXTERNAL DATA SOURCE AND 3HARE0OINT 4HE KEY DIFFERENCE FROM "$# IN 3HARE0OINT IS THAT THE %#4 NOW ALSO CONTAINS THE FULL #25$ BEHAVIOR WHEREAS IN "$# IT HAD TO BE PROGRAMMED "EHIND THE SCENES AN %#4 IS AN g\[ GRAMMAR FILE CONTAINING METADATA THAT DESCRIBES THE %#4 &OR THE %#4 TO BE AVAILABLE IT HAS TO BE DEPLOYED TO THE METADATA STORE IN 3HARE0OINT OR THROUGH A CLICK ONCE PACKAGE E G /UTLOOK $EPENDING ON THE CAPABILITIES OF THE DATA SOURCES AND CONNECTORS IT IS POSSIBLE TO CREATE AN %#4 THAT PROVIDES EASY DATA ACCESS WITH COMPLEX LOGIC SUCH AS AGGREGATING DATA ACROSS MULTIPLE SOURCES PROVIDING COMPLEX TRANSFORMATIONS EVALUATING COMPLEX BUSINESS LOGIC OR CUSTOM SECURITY REQUIREMENTS OR CALLING SYSTEMS MULTIPLE TIMES IN ORDER TO PROVIDE A SINGLE VIEW OF DATA

â&#x2013; .OTE 4HIS BOOK USES THE TERM EXTERNAL CONTENT TYPE 3OMETIMES IT IS ALSO REFERRED TO AS AN ENTITY 4HIS GENERALLY IS THE TERM USED BY DEVELOPERS AS IT IS THE NAME GIVEN TO THE %#4 IN 6ISUAL 3TUDIO 4HEY DO HOWEVER MEAN THE SAME THING

#ONTENT 3OURCES #ONTENT SOURCES ARE THE EXTERNAL PART OF "#3 4HEY ARE USED BY THE SEARCH ENGINE TO INDEX EXTERNAL DATA !S MENTIONED "#3 COMES WITH BUILT IN SUPPORT FOR CONNECTING TO CONTENT SOURCES OF THE TYPES 31, 7#& AND .%4 ASSEMBLIES /FTEN THE CONTENT SOURCE IS MADE AVAILABLE THROUGH INSTALLATION OF -ICROSOFT 31, 3ERVER OR A DATA SERVER PROGRAM THAT CAN BE ACCESSED AND CONTROLLED THROUGH 7#& )N MORE ADVANCED CASES THE CONTENT SOURCE MIGHT PROVIDE A .%4 !0) FOR PERFORMING THESE OPERATIONS /N SOME OCCASIONS THE CONTENT SOURCE DOES NOT PROVIDE ANY OF THE FOREGOING OPTIONS FOR INTERFACING WITH THE DATA )N THESE CASES A DEVELOPER HAS TO DEVELOP EITHER A .%4 !SSEMBLY #ONNECTOR OR CREATE A CUSTOM CONNECTOR FOR "#3 "OTH OPTIONS HAVE THEIR OWN BENEFITS AND WEAK POINTS THAT THE DEVELOPER SHOULD BE AWARE OF BUT IT IS OUTSIDE THE SCOPE OF THIS BOOK TO DISCUSS THEM

"USINESS #ONNECTIVITY 3ERVICES $EPLOYMENT 4YPES 5NDERSTANDING HOW AND WHERE A "#3 SOLUTION CAN BE DEPLOYED IS FUNDAMENTAL WHEN PLANNING HOW TO LEVERAGE THIS NEW FUNCTIONALITY IN 30 7ITH THE NEW TOOL SUPPORT AND WIDE RANGE OF CLIENT PROGRAM SUPPORT "#3 IS A STRONG CANDIDATE TO CONSIDER WHEN ANALYZING OPPORTUNITIES TO MEET BUSINESS REQUIREMENTS 4HIS SECTION GIVES AN OVERVIEW OF WHERE "#3 CAN BE DEPLOYED AND THE GENERAL COMPLEX LEVELS OF DEPLOYMENT

&UNCTIONALITY FOR .ORMAL 5SERS h/UT OF THE "OXv 3HARE0OINT NOW HAS OUT OF THE BOX SUPPORT FOR USERS TO DISPLAY EXTERNAL DATA USING "#3 IN A SEAMLESS WAY 3IMILARLY "#3 INTEGRATES -3 7ORD -3 /UTLOOK AND 3HARE0OINT 7ORKSPACE WITH 3HARE0OINT TO ALLOW USERS TO USE IT IN A WELL KNOWN MANNER %SPECIALLY THE SUPPORT FOR /UTLOOK WAS A MUCH SOUGHT AFTER FUNCTIONALITY IN 3HARE0OINT ,ITTLE OR NO ADMINISTRATOR INTERVENTION IS REQUIRED FOR USERS TO LEVERAGE LIST DATA IN THESE APPLICATIONS )N MOST CASES THE PERMISSIONS SETUP IS THE

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MOST IMPORTANT STEP TO BE CONSCIOUS ABOUT WHEN PREPARING THE 3HARE0OINT LISTS ETC FOR USE BY THESE APPLICATIONS 5SING THE EXTERNAL LIST "USINESS $ATA 7EB 0ARTS OR THE NEW #HART 7EB 0ART IN 30 IT IS EASY FOR USERS TO DISPLAY EXTERNAL DATA )T IS ALSO POSSIBLE TO EXTEND EXISTING STANDARD LISTS OR DOCUMENT LIBRARIES BY ADDING AN EXTERNAL DATA COLUMN %XTERNAL COLUMNS CAN ALSO BE USED IN -3 7ORD BY CREATING A 1UICK 0ART FOR CONTENT CONTROL 4HIS IS USEFUL FOR INSTANCE WHEN A DOCUMENT TEMPLATE IS TO REFLECT THE LATEST AVAILABLE DATA FROM THE 3HARE0OINT BASED INTRANET -3 /UTLOOK AND 3HARE0OINT 7ORKSPACE PROVIDE SPECIAL INTEGRATION WITH 3HARE0OINT %XTERNAL LISTS CAN BE TAKEN OFFLINE FROM THE 3HARE0OINT SERVER 4HIS WAY USERS CAN INTERACT WITH THE DATA IN THE EXTERNAL LIST WITHOUT LEAVING THE CLIENT PROGRAM 4HE MAJOR BENEFIT IS THAT THE INTEGRATION BECOMES TRANSPARENT TO THE USER SINCE THE LOOK AND BEHAVIOR ARE THE SAME AS IN /UTLOOK AND 7ORKSPACE 4HE REQUIRED ADD IN FOR /UTLOOK IS INSTALLED AS PART OF -ICROSOFT /FFICE /NE THING TO BE AWARE OF IS THAT OFFLINE LISTS IN -3 /UTLOOK AND 3HARE0OINT 7ORKSPACE REQUIRE SYNCHRONIZATION 4HIS CAN BE DONE EITHER AUTOMATICALLY OR ON USER REQUEST )F AUTOMATIC SYNCHRONIZATION IS ACTIVATED THE DEFAULT INTERVAL IS THREE HOURS !S THE STRUCTURE OF THE OFFLINE LIST CAN CHANGE OR NEW VIEWS CAN BE ADDED OR MODIFIED IT IS EVEN POSSIBLE TO UPDATE THE STRUCTURE OR VIEW AUTOMATICALLY WITHOUT ANY USER INTERVENTION 4HE EXTERNAL CONTENT TYPES AND EXTERNAL LISTS COLUMNS FOR THESE TYPES OF SOLUTIONS ARE USUALLY CREATED BY AN ADMINISTRATOR USING 30$ 4HE 3HARE0OINT RIBBON HAS BUTTONS TO MAKE A CONNECTION BETWEEN /UTLOOK OR 30 7ORKSPACE AND THE EXTERNAL LIST COLUMN

&UNCTIONALITY FOR !DVANCED 5SERS AND !DMINISTRATORS 3OME USES OF "#3 REQUIRE THE ADMINISTRATOR OR )4 PROFESSIONAL TO PERFORM CERTAIN TASKS SUCH AS PUBLISHING TO MAKE IT AVAILABLE TO USERS )T ALSO ALLOWS THE )4 PROFESSIONAL TO USE CUSTOM CODE BASED SOLUTIONS AS REUSABLE COMPONENTS 4HIS IS PARTICULARLY BENEFICIAL FOR THE WAY MANY COMPANIES OPERATE AS A CONSULTANT COMPANY CAN MAKE COMPONENTS THAT THE INTERNAL )4 PROFESSIONALS CAN USE AND CONFIGURE TO MEET CHANGING DEMANDS WITHOUT HAVING TO GO BACK TO THE VENDOR OR CONSULTANT THAT PROVIDED THE CUSTOM CODE BASED SOLUTION FOR EVERY TINY CHANGE TO HOW THE COMPONENT IS USED )T MAKES THE "#3 INSTALLATION EASIER FASTER AND CHEAPER TO MAINTAIN )NFO0ATH FORMS PRESENTING EXTERNAL DATA CAN BE CUSTOMIZED IN TERMS OF LOOK AND FEEL 4HIS CAN BE DONE BY ADDING DECLARATIVE RULES AND BUSINESS LOGIC )T IS ALSO POSSIBLE TO ADD CODE BEHIND TO THE FORMS 4HE FORM IS PUBLISHED TO THE SERVER BY THE ADMINISTRATOR 3HARE0OINT WORKFLOWS CAN BE EXTENDED WITH NEW CAPABILITIES THROUGH 30$ BY ADDING READ AND WRITE CAPABILITIES TO EXTERNAL LISTS OR USING CUSTOM WORKFLOW ACTIVITIES FROM 63 4HESE MUST BE PUBLISHED IN 3HARE0OINT 3ITE ADMINISTRATORS CAN CREATE 7EB 0ART PAGES BASED ON MULTIPLE "USINESS $ATA 7EB 0ARTS AND #HART 7EB 0ARTS "Y CREATING CONNECTIONS BETWEEN THE 7EB 0ARTS IT IS POSSIBLE TO CREATE HIGHLY CUSTOMIZED AND INFORMATION RICH PAGES WITH DATA FROM MOST COMMON DATA SOURCES 7HEN WORKING WITH EXTERNAL LISTS IN /UTLOOK IT IS POSSIBLE FOR USERS OF THE /UTLOOK CLIENT TO CREATE NEW CUSTOMIZED VIEWS TO SHOW THIS EXTERNAL DATA 4HE CUSTOM VIEW CAN THEN BE SAVED BACK TO 3HARE0OINT 4HIS MAKES IT AVAILABLE AS A PUBLIC VIEW FOR OTHER /UTLOOK USERS WHO USE THE SAME EXTERNAL LIST IN /UTLOOK -ICROSOFT HAS A NUMBER OF APPLICATIONS FOR CREATING THESE SOLUTIONS 4HE MOST COMMON TOOLS ARE THE )NFO0ATH $ESIGNER WHICH IS USED TO CREATE FORMS AND THE 3HARE0OINT $ESIGNER WHICH IS USED TO CREATE 7EB 0ART PAGES AND WORKFLOWS 7EB 0ART PAGES CAN ALSO BE CREATED THROUGH THE BROWSER &INALLY -3 /UTLOOK CAN BE USED FOR CREATING CUSTOMIZED VIEWS SPECIFICALLY FOR /UTLOOK

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#ODE "ASED 3OLUTIONS #ODE BASED SOLUTIONS ARE SOLUTIONS CREATED IN 6ISUAL 3TUDIO BY A DEVELOPER 4HESE SOLUTIONS ENABLE THE CREATION OF REUSABLE COMPONENTS AS EITHER A .%4 !SSEMBLY #ONNECTOR TO AGGREGATE OR TRANSFORM DATA FROM EXTERNAL SYSTEMS CUSTOM 7EB 0ARTS CUSTOM WORKFLOW ACTIVITIES CODE BEHIND FOR )NFO0ATH FORMS AND CODE BASED ACTIONS OR EXTERNAL DATA PARTS FOR USE IN /UTLOOK DECLARATIVE SOLUTIONS #ODE BASED SOLUTIONS ARE NOW MADE EASY FOR DEVELOPERS WITH BUILT IN SUPPORT IN 6ISUAL 3TUDIO )N 3HARE0OINT IT REQUIRED ADVANCED CODING SKILLS TO DO ANYTHING MORE COMPLEX THAN DATA READING .OW THE DEVELOPER CAN FOCUS ON ISSUES SUCH AS REUSABILITY INSTEAD ! CODE BASED -ICROSOFT .%4 &RAMEWORK SOLUTION CREATED IN A TOOL SUCH AS 6ISUAL 3TUDIO CAN USE ANY ELEMENT OF THE PUBLIC "USINESS #ONNECTIVITY 3ERVICES OBJECT MODEL AND CAN ENABLE USERS TO INTERACT WITH EXTERNAL DATA )T CAN REGISTER WITH THE "USINESS $ATA #ONNECTIVITY SERVICE BY USING THE "$# OBJECT MODEL TO PRESENT DATA IN 3HARE0OINT AN /FFICE APPLICATION SUCH AS -ICROSOFT %XCEL OR A CUSTOM APPLICATION 4HIS OBJECT MODEL AND "#3 RUNTIME IS INSTALLED WITH 3HARE0OINT AND /FFICE %XTERNAL DATA CAN BE RETRIEVED DIRECTLY FROM THE EXTERNAL SYSTEM WHILE CONNECTED OR IT CAN BE RETRIEVED LOCALLY FROM THE "#3 2ICH #LIENT #ACHE PROVIDED IT IS ALREADY AVAILABLE FOR INSTANCE FROM AN OFFLINE EXTERNAL LIST IN 3HARE0OINT 7ORKSPACE OR /UTLOOK 4HIS TYPE OF SOLUTION CAN ALSO BE USED TO EXTEND "#3 TO -3 /FFICE APPLICATIONS THAT ARE NOT INTEGRATED WITH "#3 4YPICALLY THIS WILL BE %XCEL BUT ALSO 0OWER0OINT !LTERNATIVELY AN ENTIRE END TO END SOLUTION THAT LEVERAGES THE PUBLIC "USINESS #ONNECTIVITY 3ERVICES OBJECT MODEL CAN BE CREATED 4HE DEPLOYMENT PROCESS IS HOWEVER MORE DIFFICULT AND THERE IS NO TOOL SUPPORT FOR THIS CUSTOM CONNECTOR SOLUTION )N A CODE BASED END TO END SOLUTION COMMONLY REFERRED TO AS A CUSTOM CONNECTOR THE DEVELOPER CONTROLS ALL OF THE USER INTERFACE PACKAGING AND DEPLOYMENT 4HIS TYPE OF SOLUTION CANNOT MAKE USE OF THE "USINESS #ONNECTIVITY 3ERVICES RICH CLIENT RUNTIME WHICH IS USED BY INTEGRATED AND DECLARATIVE SOLUTIONS TO INTEGRATE DATA

â&#x2013; .OTE &OR MOST PURPOSES A .%4 !SSEMBLY #ONNECTOR IS SUFFICIENT TO MEET BUSINESS NEEDS AND IT IS BY FAR THE EASIEST WAY TO GO

"Y USING hCLICK ONCEv PACKAGES IT IS POSSIBLE TO CREATE AND DEPLOY NEW TASK PANES OR PRESENT EXTERNAL DATA IN EXTERNAL DATA PARTS IN -3 /UTLOOK 4HIS REQUIRES A NUMBER OF 8-, FILES TO BE CREATED AND USE OF THE "#3 3OFTWARE $EVELOPER +IT TO CREATE THE PACKAGE 4HIS BOOK WILL NOT GO INTO MORE DETAILS WITH THIS AS IT IS A HUGE TOPIC ON ITS OWN BUT WILL JUST MENTION THE POSSIBILITY OF DOING SO ! "#3 PROJECT TYPE IS AVAILABLE TO FACILITATE THE CREATION OF .%4 !SSEMBLY #ONNECTORS !N EXAMPLE OF A FLAT FILE .%4 CONNECTOR IS DESCRIBED LATER IN THIS CHAPTER 7HEN WORKING WITH "#3 CREATING THE EXTERNAL CONTENT TYPES IS THE KEY TASK TO PERFORM BY )4 PROFESSIONALS 7ITH THE NEW SUPPORT FOR CREATING %#4S IN 30$ IT IS SURPRISINGLY EASY TO DO 4HIS IS DEFINITELY ONE OF THE MOST POWERFUL NEW ADDITIONS TO 3HARE0OINT )T IS ALSO POSSIBLE TO CREATE AN %#4 FROM THE 3HARE0OINT SITE BUT 30$ IS THE BETTER CHOICE WHEN AVAILABLE 4O GIVE AN EXAMPLE OF CREATING AN %#4 ASSUME A DATABASE WITH CUSTOMER INFORMATION &IGURE THAT IS TO BE MADE ACCESSIBLE THROUGH AN EXTERNAL 3HARE0OINT LIST 4HE #ONTACT OFFICE TYPE IS CHOSEN TO MAKE IT INTEGRATE NICELY INTO /UTLOOK AS AN OFFLINE EXTERNAL LIST

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&IGURE 3AMPLE CUSTOMER DATA )N 30$ CONNECT TO A SITE AND OPEN %XTERNAL #ONTENT 4YPES FROM THE .AVIGATION MENU AS IN &IGURE /N THIS PAGE ALL CURRENT %#4S FOR THE SITE ARE DISPLAYED 4HE RIBBON HAS QUICK ACCESS BUTTONS FOR THE TYPICAL TASKS TO BE PERFORMED

&IGURE %XTERNAL #ONTENT 4YPES WINDOW

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4HE FIRST STEP IS TO CREATE A NEW EXTERNAL CONTENT TYPE

#LICK THE .EW %XTERNAL #ONTENT 4YPE BUTTON 4HE %XTERNAL #ONTENT 4YPE DIALOG &IGURE WILL BE DISPLAYED

%NTER A .AME AND $ISPLAY .AME FOR THE EXTERNAL CONTENT TYPE !S THIS EXAMPLE CONTAINS CONTACT INFO SELECT #ONTACT AS /FFICE )TEM 4YPE IN THE %XTERNAL #ONTENT 4YPE )NFORMATION SECTION

#LICK THE LINK NAMED h#LICK HERE TO DISCOVER EXTERNAL DATA SOURCES AND DEFINE OPERATIONS v 4HIS OPENS THE /PERATION $ESIGNER DIALOG

&IGURE #REATE %XTERNAL #ONTENT 4YPE WINDOW /N THE /PERATION $ESIGNER DIALOG CLICK !DD A #ONNECTION TO CONNECT TO THE DATABASE )N THIS EXAMPLE IT IS CALLED 2dbc^\Tab3PcPQPbT 4HIS WILL ESTABLISH A CONNECTION AND THE DATABASE TABLES WILL BE DISPLAYED )N THIS EXAMPLE IT HAS ONLY ONE TABLE NAMED 2dbc^\TabCPQ[T 4O SPECIFY THE TYPES OF OPERATIONS THAT CAN BE PERFORMED RIGHT CLICK 2dbc^\TabCPQ[T AND SELECT THE OPTION #REATE !LL /PERATIONS AS IN &IGURE 4HIS WILL ENABLE ALL #25$ OPERATIONS ON THE DATABASE TABLE AND OPEN THE OPERATIONS WIZARD

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&IGURE /PERATION $ESIGNER 5SE THE OPERATIONS WIZARD &IGURE TO MAP COLUMNS TO THE RESPECTIVE OFFICE PROPERTIES 4O DO THIS SELECT THE APPROPRIATE DATA SOURCE ELEMENTS SUCH AS COMPANY NAME PHONE NUMBER ETC IN THE 0ROPERTIES WINDOW AND SPECIFY THE CORRESPONDING OFFICE PROPERTY /PTIONALLY A DISPLAY FRIENDLY NAME CAN BE SPECIFIED 4HIS NAME IS WHAT IS SHOWED LATER ON THE PROFILE PAGE FOR THE %#4 &INALLY CHOOSE THE COLUMN CONTAINING THE VALUES TO BE USED AS UNIQUE IDENTIFIERS

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&IGURE /PERATIONS WIZARD #LOSE THE WIZARD WHEN DONE WHICH RETURNS TO THE /PERATION $ESIGNER WINDOW SHOWN IN &IGURE

â&#x2013; .OTE 4HE WIZARD GIVES REAL TIME INFORMATION ON SUGGESTED AND MISSING TASKS IN THE %RRORS AND 7ARNINGS WINDOW 4HE ERRORS MUST BE RESOLVED BEFORE THE WIZARD IS COMPLETED

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&IGURE /PERATION $ESIGNER !FTER COMPLETING THE WIZARD SAVE THE %#4 BY CLICKING &ILE AND 3AVE ON THE RIBBON 4HE NEW EXTERNAL DATA TYPE IS SAVED TO THE METADATA STORE AND CAN BE USED FOR CREATING NEW EXTERNAL LISTS IN 3HARE0OINT .AVIGATE TO 3ITE !CTIONS AND VIEW ALL SITE CONTENT 3ELECT %XTERNAL ,IST AND THEN CLICK #REATE 4HIS OPENS THE .EW %XTERNAL ,IST PAGE SHOWN IN &IGURE %NTER THE NAME OF THE NEW LIST SELECT THE %XTERNAL #ONTENT 4YPE AND FINALLY CLICK #REATE

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&IGURE #REATING AN EXTERNAL LIST "EFORE USERS CAN ACCESS THE LIST THE PROPER PERMISSIONS MUST BE CONFIGURED 'O TO THE SERVICE APPLICATION FOR THE "USINESS $ATA #ONNECTIVITY SERVICE 3ELECT THE NEWLY CREATED EXTERNAL CONTENT TYPE AND CLICK 3ET -ETADATA 3TORE 0ERMISSIONS AS SHOWN IN &IGURE

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&IGURE "USINESS $ATA #ONNECTIVITY SERVICE MAIN PAGE /N THE 3ET -ETADATA 3TORE 0ERMISSIONS PAGE &IGURE ENTER THE APPROPRIATE USER PERMISSIONS AND CLICK /+ 4YPICALLY AT LEAST ONE ADMINISTRATIVE USER SHOULD HAVE ALL PERMISSIONS !S ADMINISTRATION HERE IS TIME CONSUMING IN THE CASE OF MANY USERS CONSIDER USING GROUPS INSTEAD FOR EASIER MAINTENANCE

&IGURE 3ETTING METADATA STORE PERMISSIONS

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â&#x2013; .OTE )F THE %#4 IS TO BE USED IN SEARCH MAKE SURE TO GRANT THE CONTENT ACCESS ACCOUNT APPROPRIATE PERMISSIONS )N THIS EXAMPLE THE CONTENT ACCESS ACCOUNT IS SET AS THE AUTHOR S ACCOUNT

4HE NEW EXTERNAL LIST LOOKS AND BEHAVES AS ANY OTHER ORDINARY LIST &IGURE WITH THE EXCEPTION OF NOT SUPPORTING VERSION HISTORY OR SETTING UP ALERTS )TEMS CAN BE DISPLAYED ADDED CHANGED AND DELETEDÂ&#x2C6;FOR EXAMPLE CHANGING THE ?W^]T=d\QTa IN THE LIST UPDATES THE VALUE IN THE 2dbc^\Tab3PcPQPbT DATABASE

&IGURE 4HE EXTERNAL LIST DISPLAYING EXTERNAL DATA ! KEY FEATURE OF "#3 IS THE OPTION TO INDEX THE EXTERNAL DATA AND PRESENT IT NICELY AS SEARCH RESULTS 4HERE ARE SOME REQUIRED CONFIGURATION STEPS FOR THIS TO BE AVAILABLE 4HE FOLLOWING SECTIONS FOCUS ON MAKING THE #USTOMERS %#4 CREATED IN THE PREVIOUS SECTION SEARCHABLE

3ET THE 4ITLE &IELD IN THE %XTERNAL #ONTENT 4YPE )T IS NOT REQUIRED THAT A TITLE PROPERTY IS CONFIGURED FOR THE EXTERNAL CONTENT TYPES BUT THIS IS ESSENTIAL FOR ACHIEVING MEANINGFUL SEARCH RESULTS )T CAN BE CONFIGURED IN 30$ )N 30$ CONNECT TO THE SITE CONTAINING THE EXTERNAL CONTENT TYPE )N THE &IELDS SECTION SHOWN IN THE BOTTOM RIGHT CORNER ON THE SUMMARY PAGE IN &IGURE HIGHLIGHT THE .AME FIELD OF THE MOST MEANINGFUL FIELD TO USE AS THE TITLE #LICK THE 3ET AS 4ITLE BUTTON ON THE RIBBON AND SAVE THE EXTERNAL CONTENT TYPE BY CLICKING &ILE AND THEN 3AVE ON THE RIBBON

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&IGURE 3ETTING THE EXTERNAL CONTENT TYPE TITLE

#REATING A 0ROFILE 0AGE TO $ISPLAY "#3 2ESULTS 4HE PROFILE PAGE IS USED TO DISPLAY SEARCH RESULT ITEMS FROM EXTERNAL CONTENT TYPES /PEN #ENTRAL !DMINISTRATION AND NAVIGATE TO #REATE 3ITE #OLLECTIONS #REATE A NEW BLANK SITE TO HOST THE PROFILE PAGE AS SHOWN IN &IGURE 'IVE IT A MEANINGFUL NAME ACCORDING TO THE EXTERNAL SOURCE IT GETS PAIRED WITH )T IS IMPORTANT TO WRITE DOWN THE 52, AS IT HAS TO BE ENTERED MANUALLY LATER

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&IGURE #REATING A PROFILE PAGE .AVIGATE TO THE -ANAGE 3ERVICE !PPLICATIONS PAGE IN #ENTRAL !DMINISTRATION AND CLICK THE "USINESS $ATA #ONNECTIVITY SERVICE APPLICATION /N THE %DIT TAB OF THE RIBBON AT THE TOP OF THE PAGE CLICK #ONFIGURE 4HIS OPENS THE DIALOG SHOWN IN &IGURE

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&IGURE !SSOCIATING THE EXTERNAL CONTENT TYPE WITH A PROFILE PAGE %NTER THE 52, OF THE PROFILE PAGE INTO THE (OST 3HARE0OINT SITE 52, FIELD AND CLICK /+ 3ELECT THE #USTOMERS EXTERNAL CONTENT TYPE OR YOUR OWN %#4 USING THE CHECK BOX AND CLICK #REATE 5PGRADE 4HIS WILL CREATE A NEW PROFILE PAGE AND 6IEW ACTION FOR THE EXTERNAL CONTENT TYPE #LICK /+ FOR THE WARNING IN &IGURE

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&IGURE 7ARNING PAGE WHEN CREATING A PROFILE PAGE #LICKING /+ TO THE WARNING WILL CREATE A NEW DEFAULT ACTION POINTING TO THE PROFILE PAGE WITH THE )$ PASSED AS A 52, PARAMETER ON THE QUERY STRING ! NOTIFICATION THAT THE OPERATION HAS SUCCEEDED &IGURE WILL BE DISPLAYED

&IGURE #ONFIRMING THE PROFILE PAGE HAS BEEN CREATED

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

#ONFIGURE )NDEXING

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.OW THE EXTERNAL CONTENT TYPE IS FULLY CONFIGURED AND READY TO GET INDEXED "#3 INDEXING IS EASY IN 3HARE0OINT COMPARED TO "$# IN 3HARE0OINT *UST ADD THE "#3 DATA SOURCE AS A NEW SEARCH CONTENT SOURCE IN THE 3EARCH SERVICE APPLICATION BY NAVIGATING TO THE -ANAGE 3ERVICE !PPLICATIONS PAGE IN #ENTRAL !DMINISTRATION #LICK THE #ONTENT 3OURCES LINK IN THE NAVIGATION PANE WHICH OPENS THE -ANAGE #ONTENT 3OURCES PAGE SHOWN IN &IGURE 4HIS PAGE SHOWS A LIST OF ALL CONTENT SOURCES

&IGURE #ONTENT SOURCES PAGE #LICK .EW #ONTENT 3OURCE AND ENTER AN APPROPRIATE NAME FOR THE CONTENT SOURCE #HOOSE ,INE OF "USINESS $ATA AS THE CONTENT SOURCE TYPE AND CHOOSE THE RELEVANT "#3 APPLICATION AND EXTERNAL DATA SOURCE AS IN &IGURE

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&IGURE #REATING A NEW CONTENT SOURCE FOR THE ,/" DATA %#4 .OW SELECT h3TART FULL CRAWLv AND CLICK /+ )T USUALLY TAKES A FEW MINUTES FOR THE INDEXER TO UPDATE AND START 7HEN IT GOES BACK TO IDLE THE EXTERNAL CONTENT SOURCE HAS BEEN CRAWLED

0ERFORMING A 3EARCH )N ORDER TO TEST THE SEARCH A SITE THAT IS CONFIGURED TO PERFORM ENTERPRISE SEARCHES IS REQUIRED SEE #HAPTER 'O TO THE %NTERPRISE 3EARCH #ENTER SITE AND SEARCH FOR A CUSTOMER NAME OR OTHER CONTACT DETAIL IF YOU FOLLOWED THE #USTOMERS EXAMPLE 4HE SEARCH SHOULD NOW RETURN RESULTS FROM THE "#3 AS SHOWN IN &IGURE

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&IGURE 3EARCH RESULTS DISPLAYING EXTERNAL DATA #LICKING A SEARCH RESULT FROM THE "#3 SOURCE OPENS IT IN THE NEWLY CREATED PROFILE PAGE AS SHOWN IN &IGURE 4HE PROFILE PAGE AUTOMATICALLY SHOWS THE METADATA PROPERTIES FROM THE EXTERNAL CONTENT TYPE

&IGURE 3EARCH RESULTS ITEM DISPLAYED ON THE PROFILE PAGE FOR THE %#4 !FTER FOLLOWING THIS WALKTHROUGH IT SHOULD BE EASY TO CREATE AND CONFIGURE SEARCHING FOR OTHER EXTERNAL CONTENT TYPES AS WELL

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

#REATING A .%4 #ONNECTOR IN 6ISUAL 3TUDIO /NE OF THE MAJOR STRENGTHS OF "#3 IS HOW EASY IT IS TO INTEGRATE WITH ALMOST ANY EXTERNAL DATA SOURCE 4HIS SECTION INTRODUCES THE !0) AND HOW TO USE 6ISUAL 3TUDIO TO CREATE A SIMPLE .%4 CONNECTOR 4HIS CONNECTOR EXAMPLE CONNECTS JUST TO A DATA FILE BUT CAN BE EXTENDED TO CONNECT TO MORE COMPLEX DATA SOURCES .%4 CONNECTORS CAN BE DISCOVERED THROUGH THE $ISCOVER FUNCTION IN 30$

#REATING A 3AMPLE &LAT &ILE $ATA 3OURCE &IRST OF ALL WE NEED A FLAT FILE WITH SOME DATA IN IT 3TART BY ADDING A cgc FILE ON THIS PATH ON THE 3HARE0OINT SERVER 2)KBWPaTSKiX_R^STb cgc )N REAL LIFE SCENARIOS IT IS LIKELY TO BE ON A FILE SHARE BUT FOR THIS EXAMPLE WE KEEP IT SIMPLE )N THIS EXAMPLE THE FILE CONTAINS CITY NAMES AND ZIP CODES SEPARATED WITH A COMMA AND EACH NAME ZIP PAIR ON A NEW LINE &OR THIS EXAMPLE $ANISH ZIP CODES ARE USED 4HE FILE SHOULD LOOK LIKE THIS !&$ 1P[[Tad_ ' 5aTSTaXZbQTaV &! 2^_T]WPVT] FTbc

#REATING A .%4 !SSEMBLY #ONNECTOR 0ROJECT IN 6ISUAL 3TUDIO ! .%4 !SSEMBLY #ONNECTOR IS CREATED AS THE PROJECT TYPE "USINESS $ATA #ONNECTIVITY -ODEL "$# -ODEL IN 6ISUAL 3TUDIO /PEN 6ISUAL 3TUDIO CLICK &ILE SELECT .EW AND THEN SELECT 0ROJECT #HOOSE THE "USINESS $ATA #ONNECTIVITY -ODEL PROJECT TYPE AND NAME THE PROJECT :IP#ODES-ODEL AS SHOWN IN &IGURE 4HEN CLICK /+

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&IGURE 3ELECTING THE "USINESS $ATA #ONNECTIVITY -ODEL FROM THE 0ROJECTS WINDOW 3PECIFY THE 3HARE0OINT SITE WHERE THE MODEL SHOULD BE DEPLOYED &IGURE AND CLICK &INISH

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&IGURE 3ETTING DEPLOYMENT SITE .OTE THAT "$#- PROJECTS CAN BE DEPLOYED ONLY AS A FARM SOLUTION 4HIS IS BECAUSE THE MODEL HAS TO BE DEPLOYED TO THE METADATA STORE 4HE "$#- PROJECT TYPE CREATES A NUMBER OF FILES AUTOMATICALLY 4HESE FILES SHOWN IN 3OLUTION %XPLORER &IGURE ARE THE MINIMUM REQUIRED TO MAKE A NEW MODEL AND DEPLOY IT )F THE "$#- IS PART OF A THIRD PARTY SOLUTION IT IS LIKELY THAT AN ALTERNATIVE DEPLOYMENT METHOD IS USED AND THE FEATURE FILES AND 730 PACKAGE FILES CAN BE REMOVED

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&IGURE 3OLUTION %XPLORER SHOWING THE "$# MODEL 4HE REQUIRED REFERENCES TO THE 3HARE0OINT ASSEMBLIES ARE AUTOMATICALLY ADDED ! FEATURE FOR ENABLING AND DISABLING THE "$#- IS INCLUDED AND A 730 PACKAGE CONTAINING THE FEATURE AND MODEL IS ADDED 4HE "$# MODEL ITSELF CONTAINS A DEFINITION OF THE DATA SOURCE CONNECTION INFORMATION AND ACCESS LAYER INFORMATION QUERY AND RETURN TYPE INFORMATION 4HE "$# MODEL CONTAINS TWO CLASSES A CLASS THAT DEFINES THE ENTITY OR EXTERNAL CONTENT TYPE THAT THIS "$# MODEL RETURNS AND A CLASS CONTAINING THE CODE USED TO CONNECT TO THE DATA SOURCE QUERY IT AND RETURN THE ENTITIES IT CONTAINS

#REATING AN %NTITY %XTERNAL #ONTENT 4YPE 4HE FIRST REAL DEVELOPMENT TASK IS TO CREATE THE ENTITY TO BE RETURNED )T IS VERY IMPORTANT TO MAKE SURE THAT THE ENTITY CONTAINS THE APPROPRIATE DATA TO FULFILL THE BUSINESS REQUIREMENT FOR THIS .%4 CONNECTOR 4O DO THIS THE 4]cXch Rb FILE WILL BE RENAMED IX_2^STb4]cXch Rb AND MODIFIED TO MAP TO THE ZIP CODES FILE 4O RENAME THE FILE CALLED 4]cXch Rb RIGHT CLICK IT IN 3OLUTION %XPLORER AND SELECT 2ENAME FROM THE CONTEXT MENU 4YPE IN IX_2^STb4]cXch Rb AND CLICK 9ES WHEN ASKED IF ALL REFERENCES SHOULD BE RENAMED 4O MODIFY THE MAPPING OPEN THE ENTITY FILE BY DOUBLE CLICKING IX_2^STb4]cXch Rb $ELETE THE EXISTING PROPERTIES AND ADD TWO NEW PROPERTIES CALLED IX_2^ST AND 2Xch 4HE CLASS SHOULD NOW LOOK AS FOLLOWS

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dbX]V BhbcT\* dbX]V BhbcT\ 2^[[TRcX^]b 6T]TaXR* dbX]V BhbcT\ ;X]`* dbX]V BhbcT\ CTgc* ]P\Tb_PRT IX_2^STb<^ST[ 1SR<^ST[ j _dQ[XR _PacXP[ R[Pbb IX_2^STb4]cXch j _dQ[XR bcaX]V IX_2^ST j VTc* bTc* l _dQ[XR bcaX]V 2Xch j VTc* bTc* l l l

#REATING AN %NTITY 3ERVICE #LASS 4HE ENTITY SERVICE CLASS IS THIS EXAMPLE IS USED TO QUERY THE DATA SOURCEÂ&#x2C6;IN THIS EXAMPLE THE ZIPCODES TEXT FILE 4HE OUTPUT OF THE ENTITY SERVICE CLASS WILL BE ONE OR ALL OBJECTS OF THE IX_2^STb4]cXch CLASS DEPENDING ON THE OPERATION PERFORMED 2ENAME THE 4]cXch BTaeXRT Rb FILE TO IX_2^STb4]cXchBTaeXRT Rb AS WITH THE ENTITY FILE AND CLICK 9ES WHEN ASKED TO UPDATE ALL REFERENCES )N 3OLUTION %XPLORER DOUBLE CLICK IX_2^STb4]cXchBTaeXRT Rb TO OPEN IT IN CODE VIEW !S THE DATA SOURCE IS A TEXT FILE ADD THE BhbcT\ 8> NAMESPACE WHICH CONTAINS THE REQUIRED CLASSES FOR READING FROM THE ZIPCODES TEXT FILE dbX]V BhbcT\ 8>* 3OME METHODS ARE REQUIRED FOR THE ENTITY SERVICE CLASS TO FUNCTION 4HE ENTITY SERVICE CLASS DEFINES THE &INDER AND 3PECIFIC &INDER METHODS USED TO RETURN ENTITIES FROM THE DATA SOURCE ZIPCODES TEXT FILE ATPS;Xbc IS THE &INDER METHOD OF THE "$# MODEL )N THIS EXAMPLE IT SHOULD RETURN ALL ZIPCODE CITY PAIRS FROM THE DATA SOURCE 4HE METHOD RETURNS AN )%NUMERABLE GENERIC COLLECTION OF ENTITIES WHICH IN THIS CASE IS A COLLECTION OF IX_2^STb4]cXch OBJECTS )N THIS EXAMPLE THE OBJECTS ARE JUST CREATED IN MEMORY BUT ADVANCED STREAMING SCHEMES MIGHT BE APPLIED IF THE DATA SOURCE CONTAINS LARGER DATA SETS 4HE ATPS;Xbc METHOD CAN BE IMPLEMENTED AS SHOWN IN ,ISTING ,ISTING )MPLEMENTATION OF THE ATPS;Xbc -ETHOD _dQ[XR bcPcXR 84]d\TaPQ[T+IX_2^STb4]cXch- ATPS;Xbc j ;Xbc+IX_2^STb4]cXch- iX_2^STb4]cXch;Xbc , ]Tf ;Xbc+IX_2^STb4]cXch- * CTgcATPSTa cTgcATPSTa , ]Tf BcaTP\ATPSTa / 2)KBWPaTSKIX_2^STb cgc * bcaX]V iX_2^ST4]cah* fWX[T iX_2^ST4]cah , cTgcATPSTa ATPS;X]T , ]d[[ j IX_2^STb4]cXch iX_2^STb4]cXch , ]Tf IX_2^STb4]cXch * bcaX]VJL T]cXch3PcP , iX_2^ST4]cah B_[Xc *

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iX_2^STb4]cXch IX_2^ST , T]cXch3PcPJ L* iX_2^STb4]cXch 2Xch , T]cXch3PcPJ L* iX_2^STb4]cXch;Xbc 0SS iX_2^STb4]cXch * l cTgcATPSTa 2[^bT * aTcda] iX_2^STb4]cXch;Xbc* l 4HE ATPS8cT\ bcaX]V iX_2^ST METHOD DEFINES THE 3PECIFIC &INDER METHOD FOR THE "$# MODEL )N THIS EXAMPLE IT RETURNS A IX_2^STb4]cXch OBJECT WITH THE ZIPCODE CITY PAIR MATCHING THE ZIPCODE ARGUMENT 4HE ATPS8cT\ METHOD CAN BE IMPLEMENTED AS SHOWN IN ,ISTING ,ISTING )MPLEMENTATION OF THE ATPS8cT\ -ETHOD _dQ[XR bcPcXR IX_2^STb4]cXch ATPS8cT\ bcaX]V iX_2^ST j U^aTPRW IX_2^STb4]cXch iX_2^STb4]cXch X] ATPS;Xbc j XU iX_2^STb4]cXch IX_2^ST ,, iX_2^ST aTcda] iX_2^STb4]cXch* l aTcda] ]d[[* l )T SHOULD NOW BE POSSIBLE TO COMPILE THE ASSEMBLY WHICH CAN BE CONSIDERED A .%4 !SSEMBLY #ONNECTOR AT THIS POINT .OW THE "$# MODEL WILL BE CREATED AND THE CONNECTION TO THE RELEVANT DATA SOURCE QUERY CAPABILITIES AND RETURN VALUE TYPE ARE DEFINED

"$# -ODELING 4OOLS !FTER DEFINING THE ENTITY AND SERVICE THE "$# MODEL CAN BE CREATED 4HE "$# MODEL DEFINES HOW TO CONNECT TO THE DATA SOURCE AND HOW IT CAN BE QUERIED )T ALSO DEFINES THE TYPE OF INFORMATION IT RETURNS 4HE "$# %XPLORER AND THE "$# $ESIGNER ARE USED TO DEFINE THE "$# MODEL "OTH OF THESE NEW 63 COMPONENTS ARE DESCRIBED AHEAD

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"$# %XPLORER 63 EXTENDS THE WINDOWS LIST WITH THE "$# %XPLORER SHOWN IN &IGURE 4HIS WINDOW IS USED TO CREATE OR EDIT THE "$# MODEL

&IGURE "$# %XPLORER SHOWING THE "$# MODEL *UST LIKE WITH 3OLUTION %XPLORER AND CLASS VIEW WINDOWS THE "$# %XPLORER IS LINKED TO THE 0ROPERTIES WINDOW )T SHOWS THE RELEVANT PROPERTIES ALLOWING THE DEVELOPER TO VIEW AND EDIT THE "$# MODEL &IGURE DEMONSTRATES THIS 7HEN )DENTIFIER IS SELECTED IN THE "$# %XPLORER THE CORRESPONDING PROPERTIES ARE DISPLAYED IN THE 0ROPERTIES WINDOW

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#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

&IGURE %NTITY PROPERTIES DISPLAYED BENEATH THE "$# %XPLORER

"$# $ESIGNER 63 INCLUDES THE "$# $ESIGNER &IGURE 4HIS DESIGNER WINDOW ALLOWS THE DEVELOPER TO CREATE AND EDIT A "$# MODEL 4HE "$# $ESIGNER WORKS THE SAME WAY AS THE "$# %XPLORER REGARDING THE 0ROPERTIES WINDOW

&IGURE ! "$# ENTITY DISPLAYED IN THE "$# $ESIGNER

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$EFINING THE "$# -ODEL $EFINING A "$# MODEL IS ESSENTIALLY TO DEFINE THE MAPPING BETWEEN YOUR .%4 !SSEMBLY #ONNECTOR AND THE "$# )N THIS SERIES OF STEPS THE MAPPINGS BETWEEN THE .%4 !SSEMBLY #ONNECTOR AND THE "$# ARE DEFINED 4O CREATE THE MAPPING DOUBLE CLICK THE "$# %XPLORER TO OPEN THE 132<^ST[ QSR\ FILE IN 3OLUTION %XPLORER 4HE "$# $ESIGNER WILL THEN OPEN AND BE VISIBLE &ROM THE 6IEW MENU SELECT /THER 7INDOWS 4HEN CLICK "$# %XPLORER TO OPEN THE WINDOW

#ONFIGURING THE "$# -ODEL AND ,/" 3YSTEM 2ENAME THE "$# MODEL TO :IP#ODES-ODEL AS SHOWN IN &IGURE 2IGHT CLICK THE SECOND NODE FROM THE TOP NAMED "DC-ODEL AND CLICK 0ROPERTIES #HANGE THE =P\T PROPERTY TO IX_2^STb<^ST[ IN THE 0ROPERTIES WINDOW

&IGURE 2ENAMING THE "$# MODEL 4HE THIRD NODE FROM THE TOP THE ,/" SYSTEM SHOULD ALSO BE RENAMED #HANGE THE =P\T PROPERTY TO IX_2^STb;>1BhbcT\ USING THE 0ROPERTIES WINDOW AS SHOWN IN &IGURE

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&IGURE 2ENAMING THE ,/" SYSTEM 4HE FIFTH NODE FROM THE TOP THE ,/" SYSTEM INSTANCE SHOULD BE RENAMED TO :IP#ODES,/"3YSTEM)NSTANCE BY USING THE 0ROPERTIES WINDOW TO CHANGE ITS =P\T PROPERTY AS SHOWN IN &IGURE

&IGURE 2ENAMING THE ,/" SYSTEM INSTANCE

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4HE BW^f8]BTPaRWD8 PROPERTY ON THE :IP#ODES,/"3YSTEM)NSTANCE MUST BE SET TO ALLOW THE :IP#ODES,/"3YSTEM)NSTANCE TO BE CRAWLED AND SEARCHED BY THE 3HARE0OINT SEARCH SERVICE )F THE ,/"3YSTEM)NSTANCE SHOULD NOT BE CRAWLED OR SEARCHED THIS PROPERTY DOES NOT NEED TO BE CHANGED 4O SET THE BW^f8]BTPaRWD8 PROPERTY ON THE :IP#ODES,/"3YSTEM)NSTANCE CLICK THE IX_2^STb;>1BhbcT\8]bcP]RT NODE IN THE "$# %XPLORER 4HEN CLICK THE BUTTON IN THE #USTOM 0ROPERTIES ROW IN THE 0ROPERTIES WINDOW 5SE THE 0ROPERTIES %DITOR TO SET THE BW^f8]BTPaRWD8 PROPERTY 'IVE IT THE DATA TYPE BhbcT\ BcaX]V AND SET THE VALUE TO g AS SHOWN IN &IGURE #LICK /+

&IGURE !DDING THE BW^f8]BTPaRWD8 PROPERTY TO THE ,/" SYSTEM INSTANCE

#ONFIGURING THE %NTITY AND %NTITY -ETHODS 4HE "$# MODEL ENTITY SHOULD BE RENAMED TO MATCH THE ENTITY DEFINED IN THE .%4 !SSEMBLY #ONNECTOR 4HIS IS DONE BY SELECTING %NTITY FROM THE "$# %XPLORER 4HEN CHANGE THE =P\T PROPERTY TO IX_2^STb4]cXch IN THE 0ROPERTIES WINDOW AS SHOWN IN &IGURE

&IGURE 2ENAMING THE "$# MODEL ENTITY

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4HE A^^c5X]STa PROPERTY ON THE &INDER METHOD MUST BE SET TO SPECIFY THE &INDER METHOD USED TO ENUMERATE THE ITEMS TO CRAWL )F THE &INDER METHOD SHOULDN T BE USED FOR CRAWLING THIS PROPERTY CAN BE IGNORED AND LEFT UNSET 4HE A^^c5X]STa PROPERTY ON THE &INDER METHOD IS SET IN THE "$# %XPLORER BY CLICKING THE ATPS;Xbc NODE !FTER THAT CLICK THE BUTTON IN THE #USTOM 0ROPERTIES ROW IN THE 0ROPERTIES WINDOW !DD THE A^^c5X]STa PROPERTY WITH A DATA TYPE OF BhbcT\ BcaX]V AND A VALUE OF g IN THE 0ROPERTIES %DITOR AS SHOWN IN &IGURE

&IGURE !DDING THE A^^c5X]STa PROPERTY TO THE &INDER METHOD .EXT THE IDENTIFIER FOR THE &INDER METHOD RETURN PARAMETER IS SET FOR THE ENTITY 4HIS IS DONE BY SELECTING THE 8ST]cXUXTa NODE UNDER THE &INDER METHOD RETURN PARAMETER FOR THE IX_2^STb4]cXch 4HEN IN THE 0ROPERTIES WINDOW CHANGE THE =P\T PROPERTY TO IX_2^ST AS SHOWN IN &IGURE

&IGURE 2ENAMING THE &INDER METHOD .EXT SET THE IDENTIFIER FOR THE SPECIFIC &INDER METHOD RETURN PARAMETER AND THE INPUT PARAMETER IN THE ENTITY 4O DO SO FIRST SELECT THE 8ST]cXUXTa NODES UNDER THE SPECIFIC &INDER METHOD RETURN PARAMETER FOR THE IX_2^STb4]cXch 4HEN IN THE 0ROPERTIES WINDOW CHANGE THE =P\T PROPERTY TO IX_2^ST AS SHOWN IN &IGURE

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&IGURE 2ENAMING THE &INDER METHOD RETURN PARAMETER 2IGHT CLICK 8ST]cXUXTa AND SELECT 2ENAME IN THE "$# $ESIGNER &IGURE #HANGE THE IDENTIFIER TO :IP#ODE

&IGURE 2ENAMING THE "$# MODEL IN $ESIGNER VIEW 4HE MESSAGE PARAMETERS ARE NOT NEEDED SO THEY SHOULD BE REMOVED 2IGHT CLICK THE MESSAGE PARAMETER ON THE &INDER METHOD AND SELECT $ELETE 4HIS REMOVES THE -ESSAGE NODE FROM THE "$# %XPLORER 2EPEAT THIS ON THE SPECIFIC &INDER METHOD !LTERNATIVELY DELETE THE ENTITY AND RECREATE A NEW hEMPTYv ENTITY

!DDING 0ARAMETERS TO -AP THE $ATA 3OURCE 0ARAMETERS MUST BE ADDED THAT MAP TO THE DATA IN THE ZIPCODES TEXT FILE DATA SOURCE )N THIS EXAMPLE THE ONLY PARAMETER TO MAP IS THE CITY NAME

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)N THE "$# %XPLORER RIGHT CLICK %NTITY AND SELECT !DD 4YPE $ESCRIPTOR )N THE 0ROPERTIES WINDOW CHANGE THE =P\T PROPERTY TO 2Xch AND THE Ch_T =P\T PROPERTY TO BhbcT\ BcaX]V AS SHOWN IN &IGURE 2EPEAT THIS FOR THE &INDER AND THE 3PECIFIC &INDER METHODS

&IGURE !DDING PARAMETERS TO THE &INDER AND 3PECIFIC &INDER METHODS

#ONFIGURING THE &INDER -ETHOD )NSTANCE 4HE METHOD INSTANCE PROPERTIES ARE CONFIGURED FROM THE "$# -ETHOD $ETAILS WINDOW 4HIS WINDOW IS ALSO NEW IN 63 3ELECTING A METHOD IN THE "$# $ESIGNER WILL DISPLAY THE CORRESPONDING METHOD INSTANCES IN THE "$# -ETHOD $ETAILS WINDOW AS SHOWN IN &IGURE

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&IGURE #ONFIGURING THE &INDER METHOD INSTANCE 4HE &INDER METHOD IS SPECIFIED BY SETTING THE A^^c5X]STa PROPERTY ON THE &INDER METHOD INSTANCE )T SPECIFIES THAT THIS INSTANCE IS USED TO ENUMERATE THE ITEMS TO CRAWL )F THE &INDER METHOD INSTANCE IS NOT TO BE USED FOR CRAWLING THIS PROPERTY CAN BE IGNORED AND LEFT UNSET #LICK THE ATPS;Xbc NODE IN THE "$# -ETHOD $ETAILS WINDOW 4O SET THE A^^c5X]STa PROPERTY ON THE &INDER METHOD INSTANCE CLICK THE BUTTON IN THE #USTOM 0ROPERTIES ROW IN THE 0ROPERTIES WINDOW !DD THE A^^c5X]STa PROPERTY 3ET THE DATA TYPE AS BhbcT\ BcaX]V AND SET THE VALUE TO g AS SHOWN IN &IGURE

&IGURE !DDING THE A^^c5X]STa PROPERTY TO THE &INDER METHOD INSTANCE

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

)F THE DATA SOURCE CONTAINED DATA SUITABLE FOR INCREMENTAL CRAWLS THE ;Pbc<^SXUXTSCX\TBcP\_5XT[S PROPERTY ON THE &INDER METHOD INSTANCE COULD ALSO BE SET 4HIS IS NOT FEASIBLE IN THIS EXAMPLE

$EPLOYMENT $EPLOYING THE .%4 !SSEMBLY #ONNECTOR IS MADE EASY IN 6ISUAL 3TUDIO /PEN THE "UILD MENU ON THE TOP BAR AND CLICK $EPLOY 3OLUTION .OW 63 BEGINS TO COMPILE AND PACKAGES THE .%4 !SSEMBLY #ONNECTOR CODE "$# MODEL AND THE FEATURE &INALLY IT CREATES A 730 WHICH IS THE PACKAGE TYPE USED FOR DEPLOYING SOLUTIONS TO 3HARE0OINT 4HE 730 PACKAGE IS THEN DEPLOYED TO THE SPECIFIED 3HARE0OINT SITE 4HE FEATURE IS ACTIVATED WHICH REGISTERS THE EXTERNAL CONTENT TYPE ASSOCIATED WITH THIS .%4 !SSEMBLY #ONNECTOR

4HE 3ECURE 3TORE 3ERVICE 4HE 3ECURE 3TORE 3ERVICE IS USED TO STORE ACCOUNTS INSIDE 3HARE0OINT TO USE WHEN AUTHORIZING AGAINST DATABASES THAT REQUIRE AUTHORIZATION ETC )T TYPICALLY STORES CREDENTIALS IN THE FORM OF USERNAME AND PASSWORD BUT IT CAN ALSO STORE TOKENS PIN NUMBERS ETC 4HE 3ECURE 3TORE 3ERVICE APPLICATION WORKS BY A SCHEME BEING DEFINED PROVIDING AUTHENTICATION INFORMATION 4HEN THE USER OR GROUP LEVEL PERMISSIONS TO PASS TO THE DATABASE ARE MAPPED IN THE 3ECURE 3TORE APPLICATION 4HE 3ECURE 3TORE 3ERVICE ALLOWS CONNECTIONS USING THE FEDERATION DELEGATION OR IMPERSONATION LEVEL )N CASES OF "USINESS #ONNECTIVITY 3ERVICES THE MAPPED CREDENTIALS ARE PASSED FROM THE 3ECURE 3TORE TO THE DATA SOURCE

#ONFIGURING THE 3ECURE 3TORE 3ERVICE )N THIS SECTION AND THE ONES THAT FOLLOW WE WILL GO THROUGH THE PROCEDURE OF CONFIGURING THE 3ECURE 3TORE 3ERVICE WHILE EXPLAINING THE INDIVIDUAL STEPS AND CONFIGURATION OPTIONS 4HE FIRST STEP IS TO ENSURE THAT THE 3ECURE 3TORE 3ERVICE IS STARTED

.AVIGATE TO #ENTRAL !DMINISTRATION â&#x17E;¤ -ANAGE 3ERVICE ON 3ERVER &IGURE

,OCATE THE SERVICE CALLED 3ECURE 3TORE 3ERVICE

)F THE 3ECURE 3TORE 3ERVICE IS NOT STARTED THEN START IT

,OOSELY BASED ON Wcc_) [XVWc]X]Vc^^[b R^\ Q[^V PaRWXeT ! ! QRb bTRdaT bc^aT bTaeXRTb Pb_g

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&IGURE 3ERVICES OVERVIEW 7ITH THE 3ECURE 3TORE 3ERVICE STARTED IT IS NOW POSSIBLE TO PROVISION A 3ECURE 3TORE 3ERVICE APPLICATION AS FOLLOWS

.AVIGATE TO #ENTRAL !DMINISTRATION â&#x17E;¤ -ANAGE 3ERVICE !PPLICATION &IGURE

#LICK THE .EW BUTTON ON THE RIBBON

#LICK 3ECURE 3TORE 3ERVICE TO OPEN THE DIALOG FOR CREATING THE NEW SERVICE APPLICATION

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#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

&IGURE 0ROVISIONING THE 3ECURE 3TORE 3ERVICE APPLICATION 4HE #REATE .EW 3ECURE 3TORE 3ERVICE !PPLICATION DIALOG &IGURE ALLOWS ADMINISTRATORS TO SPECIFY A DATABASE WHERE THE CREDENTIALS ARE STORED 4HE CREDENTIALS ARE ENCRYPTED AND ACCESSIBLE BY THE 3ECURE 3TORE 3ERVICE APPLICATION 4O CREATE THE 3ECURE 3TORE 3ERVICE DO THE FOLLOWING

%NTER A UNIQUE SERVICE NAME

3PECIFY THE DATABASE INSTANCE NAME WHERE THE 3ECURE 3TORE DATABASE WILL BE CREATED !LSO SPECIFY A NAME FOR THE 3ECURE 3TORE DATABASE

#HOOSE OR CREATE AN APPLICATION POOL IDENTITY WHICH THE 3ECURE 3TORE 3ERVICE APPLICATION WILL RUN UNDER )T IS SUGGESTED TO USE A UNIQUE ACCOUNT FOR THIS PARTICULAR SERVICE APPLICATION FOR SECURITY REASONS

#LICK /+ 4HE 3ECURE 3TORE 3ERVICE APPLICATION AND PROXY SHOULD NOW BE CREATED

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

&IGURE 0ROVISIONING THE 3ECURE 3TORE 3ERVICE APPLICATION 7ITH THE NEW 3ECURE 3TORE 3ERVICE APPLICATION CREATED IT MUST BE CONFIGURED WITH A PASS PHRASE &IGURE THAT ALLOWS IT TO SECURELY ENCRYPT AND DECRYPT THE STORED CREDENTIALS FROM THE DATABASE

#LICK THE 3ECURE 3TORE 3ERVICE APPLICATION TO BEGIN CONFIGURING IT

)F IT IS THE FIRST TIME THE 3ECURE 3TORE 3ERVICE APPLICATION IS BEING CONFIGURED A PROMPT WILL APPEAR ASKING FOR A NEW KEY TO BE GENERATED #LICK 'ENERATE .EW +EY ON THE RIBBON

%NTER A PASS PHRASE AND CLICK /+

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

&IGURE 3ECURE 3TORE 3ERVICE KEY GENERATION

#REATING A 3ECURE 3TORE 3ERVICE !PPLICATION FOR )MPERSONATING &OR THE 3ECURE 3TORE 3ERVICE TO BE ABLE TO APPLY THE STORED CREDENTIALS AN APPLICATION MUST BE CREATED THAT USES THESE CREDENTIALS )N 3HARE0OINT THIS IS CALLED A 3ECURE 3TORE 4ARGET !PPLICATION )N ESSENCE THE IMPERSONATION OF THE SECURELY STORED CREDENTIALS IS DONE THROUGH THIS APPLICATION

'O TO THE 3ECURE 3TORE 3ERVICE APPLICATION

#LICK .EW ON THE RIBBON AS SHOWN IN &IGURE 4HIS OPENS THE #REATE .EW 3ECURE 3TORE 4ARGET !PPLICATION PAGE

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

&IGURE 3ECURE 3TORE 3ERVICE APPLICATION OVERVIEW /N THE #REATE .EW 3ECURE 3TORE 4ARGET !PPLICATION PAGE THE TARGET APPLICATION SETTINGS ARE SPECIFIED )N THE EXAMPLE IN &IGURE 'ROUP IS CHOSEN AS THE TARGET APPLICATION TYPE 4HIS ALLOWS MEMBERS TO BE DEFINED WHOSE ACCOUNTS CAN BE IMPERSONATED BY ANOTHER ACCOUNT 4HIS IS THE MOST OFTEN USED SCENARIO /THER OPTIONS INCLUDE TICKETS WITH A LIMITED VALID LIFETIME /N THE TARGET APPLICATION PAGE DO THE FOLLOWING

%NTER A UNIQUE NAME FOR THE APPLICATION 4HIS IS NOT CHANGEABLE AFTER THE APPLICATION IS CREATED

%NTER A SCREEN FRIENDLY NAME AND THE E MAIL ADDRESS OF THE ADMINISTRATOR WHICH TYPICALLY IS THE CREATOR

#HOOSE THE 4ARGET !PPLICATION 4YPE AS DESCRIBED BEFORE

3ELECT A 4ARGET !PPLICATION 0AGE 52, ! CUSTOM 52, CAN BE SPECIFIED TO ALLOW MAPPING THIS APPLICATION TO A CUSTOM PAGE FOR USERS TO ASSIGN ACCOUNTS IF THERE IS AN ORGANIZATIONAL NEED FOR DOING SO

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&IGURE 3ECURE 3TORE 3ERVICE APPLICATION CREATION 4O ALTER THE FIELDS AND THEREBY INFORMATION USED BY THIS APPLICATION ADD ADDITIONAL FIELDS THAT THE USER WILL HAVE TO FILL OUT TO AUTHENTICATE 4HE DEFAULT FIELDS ARE 7INDOWS USERNAME AND PASSWORD AS SHOWN IN &IGURE

#HANGE FIELDS AS REQUIRED

#LICK .EXT TO GO TO THE CREDENTIALS MAPPING PAGE

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

&IGURE 3ECURE 3TORE 3ERVICE APPLICATION FIELD MAPPING /N THE USER MAPPINGS PAGE THE ADMINISTRATORS AND MEMBERS ARE CONFIGURED 4HESE ARE THEN THE MEMBERS AND ADMINISTRATORS OF THE TARGET APPLICATION )N &IGURE ONE ADMINISTRATOR AND TWO USERS ARE ADDED 30?4EST5SER AND 30?4EST5SER )T WILL BE EXPLAINED HOW TO ADD SPECIFIC PERMISSIONS TO INDIVIDUAL USERS IN THE h3ETTING 0ERMISSIONSv SECTION

#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

&IGURE 3ECURE 3TORE 3ERVICE CREDENTIALS MAPPING &INALLY CLICK THE /+ BUTTON AND THE TARGET APPLICATION WILL BE CREATED 3HARE0OINT NOW AUTOMATICALLY NAVIGATES TO THE 3ECURE 3TORE 3ERVICE !PPLICATION PAGE WHERE THE TARGET APPLICATIONS ARE SHOWN AS IN &IGURE )T LISTS THE TARGET APPLICATIONS BY )$ THEIR TYPES AND DISPLAY NAME

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&IGURE 3ECURE 3TORE 3ERVICE APPLICATION OVERVIEW

3ETTING THE !PPLICATION )MPERSONATION #REDENTIALS .OW THE 3ECURE 3TORE 4ARGET !PPLICATION IS CONFIGURED AND ADMINISTRATORS MEMBERS AND CREDENTIALS TYPE HAVE BEEN DEFINED !T THIS POINT THE APPLICATION IMPERSONATION CREDENTIALS ARE CONFIGURED FOR THE MEMBERS OF THE TARGET APPLICATION AS SHOWN IN &IGURE

0ROVIDE ONE OR MORE CREDENTIAL OWNERS WHICH ARE THE CREDENTIALS THAT MAP TO THE CUSTOM DEFINED CREDENTIALS

%NTER THE 7INDOWS USERNAME AND PASSWORD S TO BE USED WHEN IMPERSONATING IN THE 3ECURE 3TORE 4ARGET !PPLICATION

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&IGURE 3ETTING THE 3ECURE 3TORE 4ARGET !PPLICATION CREDENTIALS 7ITH EVERYTHING CONFIGURED RELATING TO CREDENTIALS THE 3ECURE 3TORE 4ARGET !PPLICATION CAN BE USED BY "#3 WHEN CREATING CONNECTIONS TO ITS DATA SOURCES AS SHOWN IN &IGURE

3ELECT A CONNECTION TYPE

%NTER PROPER CONNECTION DETAILS HERE IT IS A 31, 3ERVER CONNECTION AS SHOWN IN &IGURE

%NTER THE TARGET APPLICATION NAME AT THE TIME OF CREATING A CONNECTION TO THE BACK END 'IVEN THE EXAMPLE DATA USED IN THE SECTION h#REATING AN %XTERNAL #ONTENT 4YPE v NOW SELECT THE 3ECURE 3TORE !PPLICATION )$ OPTION AND ENTER THE APPLICATION NAME

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&IGURE -AP "#3 CONNECTION TO 3ECURE 3TORE !PPLICATION )$ !S MENTIONED EARLIER IN THIS EXAMPLE TWO USERS WERE ADDED AS MEMBERS 4HESE USERS CAN BE DELEGATED INDIVIDUAL RIGHTS 7HEN THESE USERS OPEN AN EXTERNAL LIST BASED ON THIS EXTERNAL CONTENT TYPE THEY SHOULD BE ABLE TO SEE THE DATA PULLED FROM THE "$# USING THE IMPERSONATION &OR THIS TO WORK THE USERS MUST BE MEMBERS OF THE "#3 APPLICATION AS THE "#3 CHECKS PERMISSIONS USING THE INCOMING USER ACCOUNT BEFORE DOING THE IMPERSONATION AND GETTING THE DATA FROM THE BACK END 4HIS MEANS THAT THE IMPERSONATION IS NOT FOR COMMUNICATING WITH THE "#3 APPLICATION ITSELF BUT FOR ALLOWING "#3 TO GET DATA FROM ITS DATA SOURCE 5SERS STILL NEED PERMISSIONS TO ACCESS THE EXTERNAL CONTENT TYPE OBJECTS

3ETTING 0ERMISSIONS "ASED ON THE DATA SOURCE CREATED IN THE PREVIOUS SECTION SETTING PERMISSIONS ON EXTERNAL CONTENT TYPE OBJECTS IS DONE BY DOING THE FOLLOWING

'OING TO #ENTRAL !DMINISTRATION SITE â&#x17E;¤ -ANAGE SERVICE APPLICATIONS

3ELECTING THE "#3 SERVICE APPLICATION JUST CREATED

3ETTING PERMISSIONS ON THE EXTERNAL CONTENT TYPE AS SHOWN IN &IGURE

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&IGURE !CCESSING EXTERNAL CONTENT TYPE PERMISSIONS SETTINGS )N THIS CASE THE USERS ARE GRANTED %DIT AND %XECUTE PERMISSIONS ON THE Rdbc^\Tab EXTERNAL CONTENT TYPE OBJECT AS SHOWN IN &IGURE

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&IGURE 3ETTING EXTERNAL CONTENT TYPE PERMISSIONS !T THIS POINT THE EXTERNAL CONTENT TYPE PERMISSIONS ARE FULLY CONFIGURED AND CAN NOW BE USED IN "#3 7EB 0ARTS EXTERNAL LISTS ETC BY PERSONS WITH THE APPROPRIATE CREDENTIALS

#REATING 3ECURITY 4RIMMED #25$ /PERATIONS ON A 31, $ATABASE 5SING 6ISUAL 3TUDIO %ARLIER IT WAS SHOWN HOW TO CREATE A FLAT FILE .%4 CONNECTOR USING "USINESS $ATA #ONNECTIVITY $ESIGNER IN 6ISUAL 3TUDIO (ERE WE WILL SHOW YOU HOW TO PULL DATA FROM AN EXTERNAL DATABASE INTO AN EXTERNAL LIST AND ENABLE #REATE 2EAD 5PDATE AND $ELETE #25$ FUNCTIONS TO THE EXTERNAL LIST 4HE EXAMPLE IS BASED ON THE SAME CUSTOMER DATA USED EARLIER

,OOSELY BASED ON Wcc_) fff UPRTQ^^Z R^\ ]^cT _W_.]^cTNXS,""'%%%% (##

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4HIS LIST WILL IMPLEMENT SECURITY TRIMMING BY USING A RIGHTS TABLE THAT HOLDS SECURITY IDENTIFIERS FOR EACH ROW

#ONNECTING -ODEL TO $ATA 3OURCE 4O BEGIN WITH CREATE A NEW "$# -ODEL PROJECT AND GIVE IT A PROPER NAME (ERE IT IS NAMED "DC#USTOMERS-ODEL 4O MAKE IT EASY TO USE THE DATA OBTAINED FROM THE 2dbc^\Tab DATABASE THE BEST WAY IS TO ADD A ,).1 TO 31, MODEL ,).1 IS NOT THE FASTEST IMPLEMENTATION METHOD PERFORMANCE WISE SO IF PERFORMANCE IS CRITICAL YOU MIGHT PREFER TO IMPLEMENT A DEDICATED DATA ADAPTOR INSTEAD

3ELECT THE PROJECT BY LEFT CLICKING IT

#LICK !DD .EW )TEM ON THE PROJECTS MENU TO OPEN THE !DD .EW )TEM DIALOG

3ELECT $ATA TEMPLATES FROM THE )NSTALLED 4EMPLATES PANEL

#HOOSE THE ,).1 TO 31, #LASSES PROJECT TYPE FROM THE 4EMPLATES PANEL

'IVE THE PROJECT A PROPER NAME HERE IT IS CALLED h#USTOMERv AND THEN CLICK !DD

/PEN THE 3ERVER %XPLORER AND ADD A CONNECTION TO THE 2dbc^\Tab DATABASE

$RAG 2dbc^\Tab TABLEAND DROP IT ON THE 2dbc^\Ta SQ\[ DESIGN SURFACE

!T THIS POINT A DESIGNER CLASS NAMED 2dbc^\Ta3PcP2^]cTgc IS AUTOMATICALLY ADDED 4O ALLOW A CONNECTION TO BE CREATED USING A CUSTOM CONNECTION STRING A NEW CLASS SHOULD BE ADDED .AME THE CLASS 2dbc^\Ta3PcP2^]cTgc Rb -AKE THIS CLASS A PARTIAL CLASS 4HEN PASS THE CONNECTION STRING TO THE BASE CLASS THROUGH THE CONSTRUCTOR AS IN ,ISTING ,ISTING $ATA #ONTEXT FOR #ONNECTING TO A $ATABASE WITH A #USTOM #ONNECTION 3TRING _dQ[XR _PacXP[ R[Pbb 2dbc^\Ta3PcP2^]cTgc j _aXePcT R^]bc bcaX]V 2^]]TRcX^]BcaX]V , / 3PcP B^daRT,[^RP[W^bcKB@;4G?A4BB*8]XcXP[ 2PcP[^V,2dbc^\Tab3PcPQPbT*8]cTVaPcTS BTRdaXch,CadT*?^^[X]V,5P[bT *

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_dQ[XR 2dbc^\Ta3PcP2^]cTgc ) QPbT 2^]]TRcX^]BcaX]V \P__X]VB^daRT j >]2aTPcTS * l l

â&#x2013; .OTE 7E MADE THE CONNECTION STRING A CONSTANT IN THE CODE FOR EXEMPLIFYING IT )N A PRODUCTION ENVIRONMENT IT SHOULD BE ADDED TO THE FTQ 2^]UXV FILE IN ENCRYPTED FORMAT 7HEN USING YOUR OWN DATABASE THE CONNECTION STRING SHOULD BE MODIFIED TO MATCH YOUR DATABASE AND CREDENTIAL REQUIREMENTS

-APPING "$# -ODEL TO $ATA 3OURCE !T THIS POINT THE "$# MODEL SHOULD BE MAPPED TO THE DATA SOURCE 4HIS INVOLVES MAKING A NUMBER OF ENTITIES AND SPECIFYING APPROPRIATE METHODS 4HE PURPOSE IS TO CREATE THE INTERPRETATION LAYER BETWEEN THE DATABASE AND THE "$# MODEL &IRST AN ENTITY WITH AN IDENTIFIER KEY NEEDS TO BE CREATED

!N ENTITY NAMED h%NTITY v IS AUTOMATICALLY CREATED $ELETE IT

#REATE A NEW ENTITY 4HIS CAN BE DONE USING h$RAG AND $ROPv ON THE %NTITY FROM 4OOLBOX AND DROPPING IT ON THE DESIGN SURFACE

#HANGE THE DEFAULT NAME OF THE ENTITY TO h#USTOMER v

#REATE A NEW IDENTIFIER NAMED #USTOMER+EY ON THE ENTITY h#USTOMER v 4HIS IS MOST EASILY DONE BY RIGHT CLICKING THE ENTITY AND SELECTING THE !DD )DENTIFIER OPTION 4HIS ADDS A NEW IDENTIFIER TO THE ENTITY

'IVE THE IDENTIFIER THE NAME h#USTOMER+EYv

4O ADD FUNCTIONALITY A NUMBER OF METHOD INSTANCES MUST BE ADDED TO THE ENTITY 4HIS IS MOST EASILY DONE BY SELECTING THE ENTITY AND CLICKING THE !DD A -ETHOD BUTTON THAT APPEARS IN THE -ETHOD $ETAILS PANEL #REATE A 3PECIFIC &INDER METHOD ON THE ENTITY 4HIS WILL ADD THE ATPS8cT\ AS SHOWN IN &IGURE

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&IGURE 3PECIFIC &INDER METHOD !S SHOWN IN THE -ETHOD $ETAILS PANEL THE ATPS8cT\ METHOD HAS TWO PARAMETERS NAMELY AN 8] PARAMETER WHICH TAKES THE IDENTIFIER KEY AND A ATcda] PARAMETER WHICH IS AN OBJECT INSTANCE OF THE IDENTITY TYPE 63 OFFERS SOME FUNCTIONALITY FOR MAKING IT EASY TO CREATE NEW METHODS BY COPYING TYPE DESCRIPTORS AUTOMATICALLY WHEN POSSIBLE 4HEREFORE IT IS A GOOD IDEA TO CONFIGURE THOSE FOR THE 3PECIFIC &INDER METHOD BEFORE ADDING THE OTHER METHODS 4O COMPLETE THE IDENTIFIER KEY CONFIGURATION THE TYPE DESCRIPTOR FOR THE RETURN PARAMETER NAMED 2dbc^\Ta:Th SHOULD BE ADDED

/PEN THE -ETHOD $ETAILS PANEL

#HOOSE THE %DIT COMMAND FROM THE TYPE DESCRIPTOR MENU NAMED #USTOMER+EY

)N THE "$# %XPLORER ADD A TYPE DESCRIPTOR BY RIGHT CLICKING THE #USTOMER+EY AS SHOWN IN &IGURE AND CHOOSE THE !DD 4YPE $ESCRIPTOR OPTION 4HIS WILL CREATE A NEW TYPE DESCRIPTOR

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&IGURE !DDING TYPE DESCRIPTORS

2ENAME THE JUST CREATED TYPE DESCRIPTOR TO h#USTOMER+EYv USING THE 0ROPERTIES PANEL

#HANGE THE 8ST]cXUXTa PROPERTY TO 2dbc^\Ta:Th AS IN &IGURE 4HIS IS HOW THE "#3 RUNTIME KNOWS THAT THIS TYPE DESCRIPTOR MAPS TO THE 2dbc^\Ta:Th IDENTIFIER

#HANGE THE Ch_T =P\T PROPERTY TO MATCH THE TYPE FROM THE ,).1 MODEL )N THIS EXAMPLE IT IS NOT REQUIRED TO CHANGE IT

2EPEAT STEPS n FOR ALL REQUIRED TYPE DESCRIPTORS

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&IGURE #ONFIGURING TYPE DESCRIPTORS 7HEN ALL TYPE DESCRIPTORS ARE ADDED AS IN STEPS THROUGH THE TYPE DESCRIPTORS SHOWN IN &IGURE SHOULD BE VISIBLE )T IS ALWAYS A GOOD IDEA TO CHECK THE SPELLING AND Ch_T =P\T PROPERTIES AT THIS POINT AS UPDATING THEM LATER ON CAN BE A PAIN 2EFACTORING DOES NOT CURRENTLY SUPPORT THIS

&IGURE !LL TYPE DESCRIPTORS CONFIGURED

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!T THIS POINT THE OTHER METHODS AVAILABLE NEED TO BE CREATED THE SAME AS THE ATPS8cT\ 3PECIFIC &INDER METHOD 4HESE ARE THE METHODS THAT SUPPORT THE "$# OPERATIONS THAT ARE THE #25$ OPERATIONS 4O DO THIS REPEAT THE STEPS IN THIS SECTION FOR EACH OF THE FOLLOWING METHODS ATPS;Xbc 2aTPcT D_SPcT AND 3T[TcT !LSO COUNTING THE ATPS8cT\ METHOD A TOTAL OF FIVE METHODS SHOULD BE DEFINED FOR THE ENTITY NAMED #USTOMER )T IS HOWEVER MUCH EASIER TO CREATE THE LAST FOUR METHODS AS THE TYPE DESCRIPTORS OF THE RETURN PARAMETERS ARE AUTOMATICALLY DEFINED THE SAME WAY AS WITH THE ATPS8cT\ METHOD 4HE "$# $ESIGNER AUTOMATICALLY APPLIES TYPE DESCRIPTORS DEFINED IN THE OTHER METHODS OF AN ENTITY AND COPIES THEM TO THE NEWLY CREATED METHODS 7ITH THE REQUIRED TYPE DESCRIPTORS IN PLACE FOR THE METHODS THE ,/" SYSTEMnQUALIFIED TYPE NAME OF THE TYPE DESCRIPTOR #USTOMER SHOULD BE DEFINED 4HIS IS DONE BY SELECTING THE #USTOMER TYPE DESCRIPTOR IN THE "$# %XPLORER PANEL )N THE 0ROPERTIES PANEL ITS VALUE SHOULD BE CHANGED FROM BhbcT\ BcaX]V TO 1SR2dbc^\Ta 2dbc^\Ta 1SR<^ST[ 4HIS IS NOW THE UNDERLYING DATA TYPE OF THE DATA STRUCTURE THAT THE #USTOMER TYPE DESCRIPTOR RETURNS

!DDING #ODE "EHIND TO !CCESS %XTERNAL $ATA 3OURCE 4O IMPLEMENT THE LOGIC REQUIRED FOR PERFORMING THE ACTUAL #25$ OPERATIONS THE METHOD BODY OF THE METHODS IN THE 2dbc^\TaBTaeXRT Rb CODE FILE SHOULD BE CHANGED TO MATCH THE CODE IN ,ISTING ,ISTING )MPLEMENTATION OF #25$ /PERATIONS IN THE "$# -ETHOD )NSTANCES _dQ[XR bcPcXR 2dbc^\Ta ATPS8cT\ bcaX]V Rdbc^\Tab:Th j 2dbc^\Ta3PcP2^]cTgc R^]cTgc , ]Tf 2dbc^\Ta3PcP2^]cTgc * 2dbc^\Ta Rdbc , R^]cTgc 2dbc^\Tab BX]V[T R ,- R 2dbc^\Ta:Th ,, Rdbc^\Tab:Th * aTcda] Rdbc* l _dQ[XR bcPcXR 2dbc^\Ta 2aTPcT 2dbc^\Ta ]Tf2dbc^\Ta j 2dbc^\Ta3PcP2^]cTgc R^]cTgc , ]Tf 2dbc^\Ta3PcP2^]cTgc * R^]cTgc 2dbc^\Tab 8]bTac>]BdQ\Xc ]Tf2dbc^\Ta * R^]cTgc BdQ\Xc2WP]VTb * 2dbc^\Ta Rdbc, R^]cTgc 2dbc^\Tab BX]V[T R ,- R 2dbc^\Ta:Th ,,]Tf2dbc^\Ta 2dbc^\Ta:Th * aTcda] Rdbc* l _dQ[XR bcPcXR e^XS 3T[TcT bcaX]V Rdbc^\Tab:Th j 2dbc^\Ta3PcP2^]cTgc R^]cTgc , ]Tf 2dbc^\Ta3PcP2^]cTgc * 2dbc^\Ta Rdbc , R^]cTgc 2dbc^\Tab BX]V[T R ,- R 2dbc^\Ta:Th ,, Rdbc^\Tab:Th * R^]cTgc 2dbc^\Tab 3T[TcT>]BdQ\Xc Rdbc * R^]cTgc BdQ\Xc2WP]VTb * l

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_dQ[XR bcPcXR 84]d\TaPQ[T+2dbc^\Ta- ATPS;Xbc j 2dbc^\Ta3PcP2^]cTgc R^]cTgc , ]Tf 2dbc^\Ta3PcP2^]cTgc * 84]d\TaPQ[T+2dbc^\Ta- Rdbc;Xbc , R^]cTgc 2dbc^\Tab* aTcda] Rdbc;Xbc* l _dQ[XR bcPcXR e^XS D_SPcT 2dbc^\Ta Rdbc^\Ta j 2dbc^\Ta3PcP2^]cTgc R^]cTgc , ]Tf 2dbc^\Ta3PcP2^]cTgc * 2dbc^\Ta Rdbc , R^]cTgc 2dbc^\Tab BX]V[T R ,- R 2dbc^\Ta:Th ,, Rdbc^\Ta 2dbc^\Ta:Th * Rdbc 2dbc^\Ta:Th , Rdbc^\Ta 2dbc^\Ta:Th* Rdbc 2^\_P]h=P\T , Rdbc^\Ta 2^\_P]h=P\T* Rdbc 2^]cPRc?Tab^] , Rdbc^\Ta 2^]cPRc?Tab^]* Rdbc 4\PX[0SSaTbb , Rdbc^\Ta 4\PX[0SSaTbb* Rdbc ?W^]T=d\QTa , Rdbc^\Ta ?W^]T=d\QTa* R^]cTgc BdQ\Xc2WP]VTb * l

!DDING 3ECURITY 4RIMMING TO .%4 #ONNECTORS "EING ABLE TO DO SECURITY TRIMMING IS IMPORTANT IN MANY CORPORATIONS 4HIS CAN BE A CHALLENGE ESPECIALLY IF THE ,/" DATA SYSTEM USES CUSTOM SECURITY DESCRIPTORS %XTENDING THE DATABASE .%4 CONNECTOR DESCRIBED IN THE PREVIOUS SECTION WILL SHOW HOW THIS CAN BE ACCOMPLISHED (ERE WE WILL ASSUME ONE PARTICULAR FORM OF SECURITY DESCRIPTOR BUT IN REALITY IT COULD BE IN ANY FORMAT THAT SUPPORTS MAPPING BETWEEN THE USER CONTEXT AND THE DESCRIPTOR &IRST A RIGHTS TABLE MUST BE ADDED TO THE MODEL TO SUPPORT SECURITY TRIMMING (ERE WE HAVE CREATED A 2dbc^\Ta0RRTbbAXVWcb TABLE CONTAINING THE BTRdaXch3TbRaX_c^a AXVWcb AND 2dbc^\Ta:Th 4HE BTRdaXch3TbRaX_c^a IS A BINARY UNIQUE VALUE FOR A PARTICULAR USER AXVWcb WILL CONTAIN A SIMPLE NUMERIC SCHEMA REPRESENTING USER RIGHTS TO A PARTICULAR ROW )T ALSO CONTAINS CREATION RIGHTS v

2EAD !LLOWED

2EAD 7RITE 5PDATE $ELETE !LLOWED

.O %NTRY MEANS THE USER HAS NO RIGHTS TO THIS DATA ROW REPRESENTED BY THE 2dbc^\Ta:Th )N A PRODUCTION ENVIRONMENT A DIFFERENT AND MORE FINE GRAINED ACCESS RIGHTS MAPPING MIGHT BE DESIRED BUT THIS SHOULD GIVE A GOOD IDEA ABOUT HOW TO IMPLEMENT SECURITY TRIMMING THAT ALLOWS MULTIPLE USERS WITH DIFFERENT ACCESS TO THE SAME DATA ROWS 'IVEN THE CUSTOMER TABLE CONTAINS THIS INFORMATION WE CAN CREATE A 2dbc^\Ta0RRTbbAXVWcb TABLE CONTAINING THE SECURITY MAPPINGS 4HE BTRdaXch3TbRaX_c^a SHOULD BE BASED ON THE SAME METHOD USED BY THE MODEL TO TRIM SECURITY )N THIS EXAMPLE IT IS THE 6TcBTRdaXch3TbRaX_c^a METHOD DISPLAYED IN 4ABLES AND

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4ABLE #USTOMERS 4ABLE

CustomerKey

PhoneNumber

EmailAddress

-ICROSOFT

XXXXXX

MAIL MICROSOFT COM *OHN $OE

3URF2AY

XXXXXX

MAIL SURFRAY COM *OHN

$OE

XXXXXX

MAIL APPLE COM *OHN

$OE

XXXXXX

MAIL IBM COM *OHN

$OE

!PPLE

CompanyName

)"-

ContactPerson

4ABLE #USTOMER !CCESS 2IGHTS 4ABLE

Rights

CustomerKey

SecurityDescriptor

BINARY DATA

4O ADD THE 2dbc^\Ta0RRTbbAXVWcb TABLE TO THE MODEL ADD A NEW ,).1 TO 31, #LASSES ITEM TO THE PROJECT AND NAME IT 2dbc^\Ta0RRTbbAXVWcb )N THE 3ERVER %XPLORER ADD A CONNECTION TO THE 2dbc^\Tab DATABASE IF IT DOES NOT ALREADY EXIST 4HEN DRAG THE 2dbc^\Ta0RRTbbAXVWcb TABLE AND DROP IT ON THE 2dbc^\Ta0RRTbbAXVWcb SQ\[ DESIGN SURFACE .EXT THE REQUIRED METHOD FOR COMPUTING THE BTRdaXch3TbRaX_câ IS ADDED AS IN ,ISTING 4HIS METHOD CAN BE ADDED TO THE 2dbc^\TaBTaeXRT Rb CLASS THAT ALSO CONTAINS THE 2dbc^\Ta METHODS 4HIS METHOD COMPUTES A SECURITY DESCRIPTOR IN THE FORM OF A BYTE ARRAY ,ISTING )MPLEMENTATION OF -ETHOD FOR 'ETTING A 3ECURITY $ESCRIPTOR bcPcXR 1hcTJL 6TcBTRdaXch3TbRaX_câ bcaX]V S^\PX] bcaX]V dbTa]P\T j =C0RR^d]c PRR , ]Tf =C0RR^d]c S^\PX] dbTa]P\T * BTRdaXch8ST]cXUXTa bXS , BTRdaXch8ST]cXUXTa PRR CaP]b[PcT ch_TÛ BTRdaXch8ST]cXUXTa * 2^\\^]BTRdaXch3TbRaX_câ bS , ]Tf 2^\\^]BTRdaXch3TbRaX_câ UP[bT UP[bT 2^]ca^[5[PVb =^]T bXS ]d[[ ]d[[ ]d[[ * bS BTc3XbRaTcX^]Pah0R[?a^cTRcX^] cadT UP[bT *

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#(!04%2 â&#x2013; "53).%33 #/..%#4)6)49 3%26)#%3

3T]h PRRTbb c^ TeTah^]T BTRdaXch8ST]cXUXTa TeTah^]T , ]Tf BTRdaXch8ST]cXUXTa FT[[:]^f]BXSCh_T Fâ[SBXS ]d[[ * bS 3XbRaTcX^]Pah0R[ AT\êT0RRTbb 0RRTbb2^]ca^[Ch_T 0[[^f TeTah^]T d]RWTRZTS X]c gUUUUUUUU; 8]WTaXcP]RT5[PVb =^]T ?a^_PVPcX^]5[PVb =^]T * 6aP]c Ud[[ PRRTbb c^ b_TRXUXTS dbTa bS 3XbRaTcX^]Pah0R[ 0SS0RRTbb 0RRTbb2^]ca^[Ch_T 0[[^f bXS d]RWTRZTS X]c gUUUUUUUU; 8]WTaXcP]RT5[PVb =^]T ?a^_PVPcX^]5[PVb =^]T * QhcTJL bTR3Tb , ]Tf 1hcTJbS 1X]Pah;T]VcWL* bS 6Tc1X]Pah5â\ bTR3Tb * aTcda] bTR3Tb* l (AVING THE AXVWcb TABLE AND THE SECURITY DESCRIPTOR METHOD IN PLACE THE NEXT STEP IS TO MODIFY THE 2dbc^\Tab METHODS FOR UPDATING READING ETC SUCH THAT THEY ARE TRIMMED BASED ON THE SECURITY DESCRIPTOR (ERE ,ISTING THE 2EADER METHODS ARE UPDATED TO APPLY SECURITY TRIMMING DURING SEARCH ,ISTING !DDING 3ECURITY 4RIMMING TO THE "$# -ETHOD )NSTANCES _dQ[XR bcPcXR 84]d\TaPQ[T+2dbc^\Ta- ATPS;Xbc j 2dbc^\Ta3PcP2^]cTgc R^]cTgc , ]Tf 2dbc^\Ta3PcP2^]cTgc * 2dbc^\Ta0RRTbbAXVWcb3PcP2^]cTgc PRRTbb2^]cTgc , ]Tf 2dbc^\Ta0RRTbbAXVWcb3PcP2^]cTgc * ;Xbc+2dbc^\Ta- cT\_2dbc;Xbc , ]Tf ;Xbc+2dbc^\Ta- * UâTPRW 2dbc^\Ta Rdbc^\Ta X] R^]cTgc 2dbc^\Tab j 2dbc^\Ta0RRTbbAXVWc Rdbc0RRTbb , PRRTbb2^]cTgc 2dbc^\Ta0RRTbbAXVWcb BX]V[T>a3TUPd[c R ,- R 2dbc^\Ta:Th ,, Rdbc^\Ta 2dbc^\Ta:Th R BTRdaXch3TbRaX_câ C^0aaPh ,, 6TcBTRdaXch3TbRaX_câ 4]eXa^]\T]c DbTa3^\PX]=P\T 4]eXa^]\T]c DbTa=P\T * XU Rdbc0RRTbb AXVWcb - cT\_2dbc;Xbc 0SS Rdbc^\Ta * l 84]d\TaPQ[T+2dbc^\Ta- Rdbc;Xbc , cT\_2dbc;Xbc* aTcda] Rdbc;Xbc* l _dQ[XR bcPcXR 2dbc^\Ta ATPS8cT\ bcaX]V Rdbc^\Tab:Th j 2dbc^\Ta3PcP2^]cTgc R^]cTgc , ]Tf 2dbc^\Ta3PcP2^]cTgc * 2dbc^\Ta Rdbc , R^]cTgc 2dbc^\Tab BX]V[T R ,- R 2dbc^\Ta:Th ,, Rdbc^\Tab:Th * 2dbc^\Ta0RRTbbAXVWcb3PcP2^]cTgc PRRTbb2^]cTgc , ]Tf 2dbc^\Ta0RRTbbAXVWcb3PcP2^]cTgc *

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2dbc^\Ta0RRTbbAXVWc Rdbc0RRTbb , PRRTbb2^]cTgc 2dbc^\Ta0RRTbbAXVWcb BX]V[T>a3TUPd[c R ,- R 2dbc^\Ta:Th ,, Rdbc 2dbc^\Ta:Th R BTRdaXch3TbRaX_c^a C^0aaPh ,, 6TcBTRdaXch3TbRaX_c^a 4]eXa^]\T]c DbTa3^\PX]=P\T 4]eXa^]\T]c DbTa=P\T * XU Rdbc0RRTbb AXVWcb - aTcda] Rdbc* T[bT aTcda] ]d[[* l 5SING THIS METHODOLOGY AS A BASELINE IT IS POSSIBLE TO CREATE SIMPLE SECURITY TRIMMING 7HEN DOING SECURITY TRIMMING PERFORMANCE OF THE TRIMMING MECHANISM IS RELEVANT $IFFERENT CACHING MECHANICS CAN BE APPLIED WITH SUCCESS TO INCREASE PERFORMANCE !LSO OTHER SECURITY DESCRIPTOR IMPLEMENTATIONS THAT BETTER FIT SPECIFIC REQUIREMENTS CAN BE IMPLEMENTED USING THIS EXAMPLE AS A TEMPLATE FOR HOW TO APPROACH THE TOPIC -ICROSOFT DOES PROVIDE SOME RESOURCES ON THIS TOPIC

3UMMARY 4HE GOAL OF THIS CHAPTER WAS TO PROVIDE INSIGHT INTO THE NEW "USINESS #ONNECTIVITY 3ERVICES FRAMEWORK OFFERED IN 3HARE0OINT "#3 IS IN ITSELF AN EXTENSIVE FRAMEWORK OUT OF THE BOX SPANNING NOT ONLY 3HARE0OINT BUT ALSO /UTLOOK )NFO0ATH AND OTHER /FFICE APPLICATIONS /NE OF THE POWERFUL CAPABILITIES OF "#3 IS ITS RELATIVE EASE IN CREATING COMPLEX SECURITY CONFIGURATIONS USING THE 3ECURE 3TORE 3ERVICE OR PROGRAMMING IN 6ISUAL 3TUDIO 4HIS WAS MUCH MORE DIFFICULT TO ACCOMPLISH WITH THE "USINESS $ATA #ATALOG IN 3HARE0OINT (ANDS ON EXAMPLES OF HOW TO CREATE AND INTEGRATE "#3 IN THE ORGANIZATION SHOULD ENCOURAGE THE READER TO DO FURTHER EXPLORATION OF THE CAPABILITIES &INALLY AN EXAMPLE OF HOW EASY IT CAN BE TO CODE A .%4 !SSEMBLY #ONNECTOR FOR EXPOSING AN EXTERNAL CONTENT TYPE FROM A DATA SOURCE NOT SUPPORTED OUT OF THE BOX SHOULD ALSO ENCOURAGE )4 PROFESSIONALS IN THE ORGANIZATION TO VIEW "#3 AS AN OPPORTUNITY AS OPPOSED TO THE MUCH MORE DIFFICULT AND EXPENSIVE SOLUTIONS OF YESTERYEAR S 3HARE0OINT "$#

Wcc_) \bS] \XRa^b^Uc R^\ T] db [XQaPah PP"&#' $ !'e,eb '$ !( Pb_g

C H A P T E R 10

â&#x2013; â&#x2013; â&#x2013;

Relevancy and Reporting !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

5NDERSTAND THE BASICS OF SEARCH RANKING AND RELEVANCY

"E ABLE TO MAKE ADJUSTMENTS TO AFFECT RELEVANCY

6IEW AND UNDERSTAND 3HARE0OINT SEARCH REPORTING

5SE BASIC BEST PRACTICES TO UTILIZE 3HARE0OINT 3EARCH REPORTS TO IMPROVE RELEVANCY

5TILIZE THE THESAURUS IN 3HARE0OINT TO ADD SYNONYMS TO SEARCH TERMS

4UNE SEARCH WITH A VARIETY OF TECHNIQUES AVAILABLE IN 3HARE0OINT

#REATE CUSTOM RANKING MODELS AND DEPLOY THEM WITH 0OWER3HELL

2ELEVANCY AND REPORTING ARE ESSENTIAL CONCEPTS TO ENSURE THE SUCCESS OF ENTERPRISE SEARCH 5NDERSTANDING HOW TO AFFECT RELEVANCY AND REACT ON REPORTING CAN HELP AN ADMINISTRATOR MAKE SEARCH IMPROVEMENTS THAT MAY HAVE SERIOUS IMPACT ON THE ADOPTION OF 3HARE0OINT &OR ALL THE BELLS AND WHISTLES ON AN ENTERPRISE SEARCH ENGINE THE TRUE TEST OF SEARCH QUALITY IS THAT FOR ANY GIVEN QUERY THE DESIRED DOCUMENT OR INFORMATION IS RETURNED AT THE TOP OF THE RESULTS PAGE 4HIS IS EASIER SAID THAN DONE AND MANY SEARCH USERS ARE FRUSTRATED BY NOT FINDING WHAT THEY ARE LOOKING FOR 4HIS GIVES RISE TO THE DEMAND FOR MORE AND MORE SEARCH EXPANSION OR FILTERING FUNCTIONALITY )F A RELEVANCY MODEL COULD TRULY RETURN WHAT USERS ARE LOOKING FOR AT EACH AND EVERY SEARCH THINGS LIKE REFINERS AND EXPANDED QUERY SYNTAX WOULD BE UNNECESSARY 5NFORTUNATELY NO RELEVANCY ALGORITHM CAN ACHIEVE THE GOAL OF ALWAYS RETURNING THE EXACT DOCUMENT 4O COMPOUND THIS THERE ARE A VARIETY OF WAYS THAT TERMS CAN BE USED TO FIND THE SAME OR DIFFERENT INFORMATION DEPENDING ON THE SUBJECTIVE POSITION OF THE SEARCHER 4HEREFORE UNDERSTANDING AND BEING ABLE TO MODIFY THE SEARCH RESULTS ARE KEY TOOLS FOR REACTING TO USER DEMANDS AND IMPROVING SEARCH !NOTHER IMPORTANT FACTOR THAT INFLUENCES SEARCH ENGINE SUCCESS IS THE QUALITY OF THE ACTUAL CONTENT THAT IS BEING INDEXED !DMINISTRATORS CAN MAKE GREAT IMPROVEMENTS IN THE QUALITY OF SEARCH BY SIMPLY TRIMMING AND OPTIMIZING THE CONTENT THAT IS BEING INDEXED AND SEARCHED ! KEEN 3HARE0OINT ADMINISTRATOR SHOULD HAVE A CLEAR UNDERSTANDING OF HOW WELL SEARCH IS FUNCTIONING AND BE ABLE TO IMPROVE IT BASED ON AN INTERACTIVE APPROACH BY ANALYZING AND MODIFYING THE CONTENT TO GET THE BEST EXPERIENCE POSSIBLE 4O DO THIS -ICROSOFT HAS INTRODUCED SOME KEY FEATURES IN 3HARE0OINT 4HOSE FEATURES INCLUDE THE ABILITY TO AFFECT THE SEARCH BY ADDING PROPERTIES TO DOCUMENTS MANAGING THOSE PROPERTIES WITH THE -ANAGED -ETADATA SERVICE ADDING SYNONYMS TO MATCH LIKE CONCEPTS AND EXPAND QUERIES AND ANALYZING THE SUCCESSES AND FAILURES OF THE SEARCH ENGINE WITH SEARCH REPORTING

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2ELEVANCY ALGORITHMS IN SEARCH ENGINES ARE AKIN TO THE SECRET FORMULA IN SOFT DRINKS -OST SEARCH VENDORS WILL NOT REVEAL THEIR RANKING RULES BUT MOST ARE BASED ON BASIC CONCEPTS OR ON A PUBLICLY AVAILABLE AND WELL KNOWN FORMULA SUCH AS 4ERM &REQUENCYn)NVERSE $OCUMENT &REQUENCY 4&n)$& OR THE MORE ADVANCED "- )N AID OF THE QUEST FOR GREAT RESULTS -ICROSOFT HAS REVEALED MUCH ABOUT ITS SEARCH RANKING METHODS .OT ONLY HAVE THEY ACKNOWLEDGED THAT THEY USE A VARIATION OF 3TEPHEN 2OBERTSON S "- AS THE BASE OF 3HARE0OINT S RANKING ALGORITHM BUT THEY HAVE ALSO EXPOSED A METHOD OF MODIFYING OR CHANGING THAT RANKING ALGORITHM TO MATCH THE PARTICULAR NEEDS OF AN ORGANIZATION &IRST HOWEVER UNDERSTANDING THE GENERAL MECHANISM OF SEARCH RANKING IN ORDER TO AFFECT THE QUALITY OF RESULTS IS CERTAINLY USEFUL 4HEREFORE THIS CHAPTER WILL DISCUSS THE BASIC CONCEPTS THAT WILL MAKE A DOCUMENT RISE TO THE TOP IN A 3HARE0OINT RESULT SET OR FALL TO THE BOTTOM )T AVOIDS THE MATHEMATICS BEHIND THE ALGORITHMS AS THAT IS A SUBJECT FOR A DIFFERENT BOOK )T WILL DISCUSS REPORTING HOW TO SEE THE SUCCESSES AND FAILURES OF THE SEARCH ENGINE AND TECHNIQUES THAT CAN BE APPLIED TO MODIFY THE WAY THE SEARCH ENGINE BEHAVES AND EVENTUALLY IMPROVE THE SEARCH EXPERIENCE !DDITIONALLY IT WILL SHOW HOW TO CREATE YOUR OWN RANKING SCHEME OR MODIFY THE EXISTING ONE AND APPLY IT FOR USE IN DIFFERENT CASES IN 3HARE0OINT

2ELEVANCY !LGORITHMS 2ELEVANCY ALGORITHMS CAN BE COMPLICATED AS THERE ARE MANY ELEMENTS AND CONSIDERATIONS TO MAKE WHEN ATTEMPTING TO DETERMINE EXACTLY WHICH DOCUMENT IS BEST MATCHED TO A GIVEN TERM -OST ALGORITHMS INCLUDING 'OOGLE S FAMOUS 0AGE2ANK ARE AVAILABLE FREE TO DOWNLOAD AND INSPECT FROM THE )NTERNET (OWEVER DEVELOPERS WHEN CREATING A RANKING ALGORITHM WILL ALMOST ALWAYS ADD THEIR OWN MODIFICATIONS TO WHATEVER BASE THEY ARE USING TO CREATE A UNIQUE AND FUNCTIONAL RANKING ALGORITHM 'OOGLE S PRESENT RANKING MECHANISM IS CERTAINLY EXPONENTIALLY MORE COMPLEX NOW THAN IT WAS WHEN ITS FOUNDERS FIRST INVENTED IT AND PUBLISHED IT WHILE AT 3TANFORD 7HATEVER THE MATH BEHIND THE RANKING ALGORITHM EXPERIENCE AND TESTING CAN CONFIRM THAT THE RANKING IN 3HARE0OINT IS HIGHLY EFFECTIVE FOR ENTERPRISE CONTENT AND BRINGS RELEVANT DOCUMENTS TO THE TOP OF THE SEARCH RESULTS PAGE !S MENTIONED 3HARE0OINT S DEFAULT ALGORITHM IS PURPORTEDLY BASED ON AN ALGORITHM CALLED "- 4HERE IS SOME REFERENCE TO NEURAL NETWORKS IN LITERATURE ON THE )NTERNET ABOUT 3HARE0OINT S RANKING MODEL 4HIS IS SUPPORTED BY A PATENT CREATED BY -ICROSOFT S ENGINEERING TEAM WHICH RECEIVED 53 0ATENT .O " IN .OVEMBER 3EE A LINK TO THIS PATENT IN THE h&URTHER 2EADINGv SECTION 4HE TERM NEURAL NETWORK MEANS THE ALGORITHM IS DESIGNED TO LEARN FROM USER BEHAVIOR SOMETHING THAT 3HARE0OINT S ALGORITHM CERTAINLY DOES (OWEVER THERE IS NO WAY TO ACTUALLY KNOW THAT THIS RANKING ALGORITHM IS THE CORE OF 3HARE0OINT S 4O SIMPLIFY THINGS HOWEVER WE CAN THINK OF AN ENTERPRISE SEARCH RANKING ALGORITHM AS BASICALLY A FORMULA THAT RANKS DOCUMENTS BASED ON THE FREQUENCY OF QUERY TERMS APPEARING IN THE MATCHING DOCUMENTS AS WELL AS CONSIDERING OVERALL COMPARATIVE DOCUMENT VALUE 3HARE0OINT APPLIES VARIOUS RANKING CONSIDERATIONS BASED ON DIFFERENT FIELDS OF WHICH A DOCUMENT MAY BE COMPRISED &OR 3HARE0OINT SPECIFICALLY THESE FIELDS ARE EXTENDED TO PROPERTIES AND OTHER DATA ASSOCIATED WITH THE DOCUMENTS 3O A SINGLE DOCUMENT BECOMES A COLLECTION OF DIFFERENTLY WEIGHTED RANKING CONSIDERATIONS 4HESE RANKING CONSIDERATIONS INCLUDE BUT MAY NOT BE LIMITED TO THE FOLLOWING AREAS v

+EYWORD MATCHES v

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4HE FIRST STEP 3HARE0OINT SEARCH TAKES WHEN RECEIVING A QUERY IS TO PASS THE QUERY THROUGH A WORD BREAKER TO ENSURE THE QUERY TERMS MATCH TERMS THAT MAY BE STORED IN THE INDEX 3HARE0OINT HAS A SPECIFIC WORD BREAKER FOR EACH LANGUAGE THAT CAN TELL WHERE TO BREAK COMPOUND TERMS AND TOKENIZE THEM 4HIS WORD BREAKING OR TOKENIZATION HAPPENS DURING BOTH THE CRAWLING OF TERMS AND THE QUERYING OF TERMS TO ENSURE THAT STREAMS OF INDEXED TEXT ARE BROKEN INTO SIMPLE ITEMS 4HE NEUTRAL OR DEFAULT WORD BREAKER IN 3HARE0OINT BREAKS TERMS ONLY FOR WHITE SPACE OR FILLER CHARACTERS LIKE HYPHENS AND SLASHES /THER LANGUAGE WORD BREAKERS DO A MORE COMPLEX ANALYSIS BASED ON THE GRAMMAR OF THE GIVEN LANGUAGE 3OME LANGUAGES HAVE NO WHITE SPACE BETWEEN TERMS SO THEY REQUIRE A SPECIAL UNDERSTANDING OF THE CHARACTERS .EXT THE BROKEN OR TOKENIZED TERMS ARE SENT TO A STEMMER TO REDUCE THEM TO THEIR ROOT FORM 4HESE TERMS ARE FINALLY CHECKED AGAINST TERMS IN THE INDEX AND A RESULT SET IS ASSEMBLED BASED ON ALL THE DOCUMENTS THAT CONTAIN MATCHING TERMS FROM THE ENTIRE CORPUS 4HE RESULT SET IS THEN PRIORITIZED WITH THE ITEM WITH THE HIGHEST RANKING VALUE AT THE TOP OF THE FIRST PAGE AND SUBSEQUENT MATCHES LISTED IN DESCENDING ORDER 3HARE0OINT SEARCH APPLIES WHAT IT CALLS STATIC AND DYNAMIC RANKING 3TATIC RANKING IS APPLIED TO DOCUMENTS AT CRAWL TIME AND RELATES TO THE STATIC ELEMENTS OF THE DOCUMENTS SUCH AS DISTANCE FROM AUTHORITATIVE PAGES LANGUAGE FILE TYPE LENGTH ETC $YNAMIC RANKING IS APPLIED AT QUERY TIME AND APPLIES VALUE FOR THE SPECIFIC TERMS QUERIED SPECIFICALLY KEYWORD MATCHES AND PROXIMITY WEIGHTING )N ADDITION TO OR IN SUPPORT OF THESE CONDITIONS THE FACTORS DISCUSSED IN THE FOLLOWING SECTIONS ARE CONSIDERED IN RANKING BUT NOT NECESSARILY IN THE ORDER THEY ARE PRESENTED HERE

+EYWORD -ATCHES 4HE TOTAL NUMBER OF TIMES THE TERMS APPEAR ON THE DOCUMENT IS OF COURSE IMPORTANT FOR RANKING 4HE MOST OBVIOUS ELEMENT TO RANK A DOCUMENT AS BEING A MATCH FOR A GIVEN TERM IS THE RAW NUMBER OF TIMES

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THAT WORD IS MENTIONED IN THE DOCUMENT $OCUMENTS THAT MENTION A SPECIFIC TOPIC NUMEROUS TIMES ARE LIKELY MORE RELEVANT FOR THE GIVEN TOPIC 3IMILARLY KEYWORDS THAT APPEAR FREQUENTLY IN A CORPUS WILL LIKELY HAVE A LOWER OVERALL RELEVANCY VALUE THAN THOSE THAT APPEAR RELATIVELY FEW TIMES IN THE CORPUS &OR EXAMPLE A WORD LIKE THE NAME OF THE COMPANY WILL LIKELY APPEAR ON ALMOST EVERY DOCUMENT 4HE TERM FREQUENCYnINVERSE DOCUMENT FREQUENCY RANKING ALGORITHM THAT THE 3HARE0OINT SEARCH RANKING RULES ARE BASED UPON WILL LOWER THE OVERALL VALUE OF THAT TERM AND BOOST TERMS THAT APPEAR ONLY IN FEW DOCUMENTS LIKE PRODUCT CODES OR PROJECT NUMBERS

4ERMS IN THE "ODY 4EXT 0ROBABLY THE MOST OBVIOUS PLACE TO MATCH THE TERMS IS IN THE BODY OF THE DOCUMENTS 4HIS IS WHERE THE BULK OF THE TEXT WILL BE FOUND AND THE KIND OF RANKING THAT MOST PEOPLE UNDERSTAND DUE TO THE WAY THAT GLOBAL SEARCH ENGINES TREAT WEB PAGES !LSO THE USE OF METADATA TO IDENTIFY DOCUMENTS IS RELATIVELY LIMITED O MUCH OF DOCUMENTS THEMATIC VALUE LIES IN THE BODY TEXT 4HIS IS ALSO UNFORTUNATELY THE PLACE WHERE IT IS MOST DIFFICULT TO IMPROVE CONTENT TO AFFECT RANKING (AVING GOOD HEADINGS AND USING ACCEPTED TERMINOLOGY ARE TWO WAYS TO INFLUENCE RANKING IN BODY TEXT

4ERMS IN 4ITLES 4ITLES ARE IMPORTANT INDICATORS OF A DOCUMENT S PURPOSE !LTHOUGH THERE ARE MANY POORLY TITLED DOCUMENTS IF A TERM OR PHRASE APPEARS IN THE DOCUMENT S TITLE THERE IS A GOOD CHANCE THAT THE DOCUMENT IS ABOUT THAT TITLE 4HE CHANCE IS SO GOOD IN FACT THAT TITLES ARE USUALLY GIVEN THE HIGHEST RANKING VALUES 'OOD TITLING IS GETTING MORE AND MORE ATTENTION IN THE ENTERPRISE SO THIS RANKING VALUE IS INCREASINGLY EFFECTIVE -OST THINGS IN LIFE ARE GIVEN TITLES BY PEOPLE INCLUDING PEOPLE THEMSELVES !ND THESE TITLES ALTHOUGH SOMETIMES MISLEADING TELL US SOMETHING ESSENTIAL ABOUT THE THING THAT IS TITLED 4HEREFORE IMPROVING TITLES ON DOCUMENTS IN AN INFORMATION HANDLING SYSTEM SUCH AS 3HARE0OINT IS ONE OF THE EASIEST AND MOST USEFUL WAYS TO INFLUENCE ENTERPRISE SEARCH RANKING

4ERMS IN !UTHOR 0ROPERTIES AND /THER 0ROPERTY 4AGS -ETADATA IN 3HARE0OINT OFTEN REFERRED TO AS PROPERTIES IS ALSO IMPORTANT FOR RANKING 0ROPERLY APPLIED METADATA GIVES DOCUMENTS PURPOSEFUL ASSOCIATIONS TO TERMS AND THEMES THAT MAY NOT BE PREVALENT IN THE DOCUMENT /NE OF THE MOST COMMON PROPERTY TAGS AND MOST ESSENTIAL TO COLLABORATION IN 3HARE0OINT IS THE AUTHOR PROPERTY 4HIS PROPERTY IS OFTEN APPLIED ON A NUMBER OF DIFFERENT DOCUMENT TYPES AS WELL AS LISTS LIBRARIES AND WEB CONTENT )T IS ALSO ASSOCIATED WITH DOCUMENTS THAT ARE ADDED TO 3HARE0OINT SO THERE IS A HIGH PROBABILITY THAT A DOCUMENT WILL HAVE SOME SORT OF AUTHOR ASSOCIATED WITH IT 3HARE0OINT HAS THE NEW ABILITY TO INCLUDE ASSOCIATED METADATA WITH DOCUMENT DATA IN THE INDEX IMPROVING SEARCH PERFORMANCE FOR METADATA LOOKUP AND IMPROVING THE RANKING OF DOCUMENTS BASED ON THAT METADATA )T ALSO HAS THE CAPABILITY OF ADDING INFERRED METADATA BASED ON TERMS OR FIELDS FROM WITHIN THE BODY OF THE DOCUMENT

4ERMS IN !NCHOR 4EXT 3HARE0OINT ADDS RANKING VALUE TO THE DOCUMENTS BASED ON THE TEXT IN REFERRING LINKS &OR SITES WHERE USERS ARE PUBLISHING BLOGS WIKIS OR TEXT CONTENT ON CONTENT MANAGED PAGES THIS REFERRING TEXT CONSIDERATION CAN BE VERY USEFUL 7HEN PEOPLE ARE PLACING A LINK TO ANOTHER DOCUMENT IT IS NATURAL TO

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DESCRIBE WHAT THAT DOCUMENT IS ABOUT ON THE LINK AND USUALLY A SHORT AND DESCRIPTIVE TEXT IS USED #ONSIDERING THIS IN THE RANKING CAN HAVE A POSITIVE INFLUENCE BUT ONLY WHEN IT IS REASONABLE TO HAVE A DESCRIPTIVE LINK

0ROXIMITY 0ROXIMITY REFERS TO THE RELATIVE CLOSENESS OF THE QUERY TERMS FOUND IN A DOCUMENT (OWEVER THERE IS NO INDICATION THAT CLOSENESS OF QUERY TERMS THAT ARE NOT IN A PHRASE HAS ANY INFLUENCE IN 3HARE0OINT SEARCH 4ESTS INDICATE THAT A DOCUMENT WITH TWO TERMS THAT ARE SIMPLY NEAR EACH OTHER WOULD RANK EVENLY WITH ONE THAT HAS THE TWO TERMS AT EITHER END OF THE DOCUMENT &OR 3HARE0OINT PROXIMITY IS BASED ON HOW TERMS ARE GROUPED INTO SEGMENTS OR IF THEY ARE FOUND IN PHRASES

1UERY 3EGMENTATION )N MULTI TERM QUERIES AND DOCUMENT MATCHES THERE ARE OFTEN NUMEROUS SETS OF TERMS THAT MAY MATCH THE TERMS 3OME OF THOSE SETS MAY MATCH THE QUERIES BETTER BASED ON HOW THE TERMS RELATE &OR EXAMPLE THE QUERY TERMS hGREAT SEARCH ENGINEv MAY RETURN A DOCUMENT WITH THE PHRASE hGREAT ENTERPRISE SEARCH ENGINEv AND hGREAT SEARCH FOR A USED ENGINEv "OTH OF THESE DOCUMENTS HAVE MATCHES FOR ALL THE TERMS (OWEVER HOW THESE TERMS ARE BROKEN INTO GROUPS CAN DICTATE IF THE DOCUMENT ABOUT SEARCH ENGINES IS RANKED ABOVE THE DOCUMENT ABOUT GREAT SEARCH 3HARE0OINT TAKES SEGMENTATION RULES INTO CONSIDERATION WHEN RANKING BUT SUCH CONSIDERATIONS GENERALLY OFFER LITTLE INFLUENCE AND OTHER VALUES LIKE FREQUENCY WILL OFTEN OVERRIDE SUCH NUANCES

1UERY 4ERM !SSOCIATION 7HEN MULTIPLE TERMS ARE QUERIED IN A PHRASE TERMS THAT APPEAR TOGETHER IN THE PHRASE ARE NATURALLY RANKED HIGHEST AND THOSE THAT ARE CLOSE TOGETHER ARE GIVEN HIGHER RANKING THAN TERMS THAT APPEAR FARTHER APART IN A DOCUMENT )F ONE SEARCHES FOR h-ICROSOFT %XCHANGEv ONE WOULD EXPECT A DOCUMENT WITH THE PHRASE IN IT TO APPEAR ABOVE A DOCUMENT WITH THE SENTENCE h-ICROSOFT S FILINGS TO THE 53 3ECURITIES AND %XCHANGE #OMMISSION v (OWEVER THERE IS NO EVIDENCE THAT 3HARE0OINT DISCRIMINATES BASED ON WORD LOCATION OR CLOSENESS OUTSIDE OF PHRASE MATCHES

3TATIC $OCUMENT 2ELATIONSHIPS 3TATIC DOCUMENT RELATIONSHIP RANKING CONSIDERATIONS ARE THOSE MADE AT CRAWL TIME 4HE CRAWLER BREAKS THE TEXT IT STREAMS INTO THE DATABASE INTO WHAT IT FINDS AS UNIQUE TERMS AND THEN APPLIES VALUES FOR THE DOCUMENTS IN WHICH THOSE TERMS WERE FOUND BASED ON A FEW FACTORS SUCH AS PLACEMENT IN THE SITE LANGUAGE FILE TYPE AND DISTANCE FROM AUTHORITATIVE PAGES

#LICK $ISTANCE AND 52, $EPTH 4HE CLICK DISTANCE IS THE MEASURE OF THE NUMBER OF CLICKS IT TAKES TO GET FROM ONE DOCUMENT TO ANOTHER 4HERE ARE TWO ELEMENTS TO CONSIDER FOR CLICK DISTANCE CLICK DISTANCE FROM WHAT IS SET AS OR CONSIDERED AN AUTHORITATIVE PAGE AND DEPTH OF THE DOCUMENT IN THE SITE OR 52, DEPTH 3HARE0OINT SITE COLLECTIONS HAVE A PYRAMID STRUCTURE WITH ONE MAIN ENTRY PAGE THAT LEADS OFF TO SITES SUBSITES LISTS LIBRARIES PAGES AND DOCUMENTS 4HE DISTANCE BETWEEN THESE IS TAKEN INTO CONSIDERATION WHEN APPLYING RANKING VALUES 4OP

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LEVEL CONTENT WILL GET HIGHER RANKING AND LOWER LEVEL CONTENT WITH A DEEPER CLICK DEPTH WILL GET A LOWER RANKING BECAUSE THE TOP LEVEL SITES ARE NATURALLY CONSIDERED MORE IMPORTANT AND EASIER TO ACCESS BY USERS 4HE DISTANCE A DOCUMENT IS FROM AN AUTHORITATIVE PAGE ALSO COUNTS 3O THE RANKING CAN BE INFLUENCED BY SETTING AUTHORITATIVE PAGES CLOSE TO IMPORTANT CONTENT 3EE THE SECTION ON TUNING SEARCH

&ILE 4YPE #ERTAIN FILE TYPES ARE GIVEN HIGHER STATIC RANKING ON 3HARE0OINT THAN OTHERS !CCORDING TO THE LATEST AVAILABLE INFORMATION THE DOCUMENT RANKING ORDER IS WEB PAGES 0OWER0OINT PRESENTATIONS 7ORD DOCUMENTS 8-, FILES %XCEL SPREADSHEETS PLAIN TEXT FILES AND FINALLY LIST ITEMS

,ENGTH ,ONG DOCUMENTS HAVE MORE TERMS AND WOULD GENERALLY BE RANKED HIGHER THAN SHORT DOCUMENTS IF LENGTH WERE NOT TAKEN INTO CONSIDERATION 4HEREFORE THE RANKING IS ADJUSTED TO CONSIDER THE DENSITY AND RELATIVE VALUE OF THE QUERY TERM TO THE ENTIRE DOCUMENT

,ANGUAGE &OR SITES WITH DOCUMENTS IN MANY LANGUAGES DOCUMENTS IN THE LANGUAGE OF THE SEARCH USER S INTERFACE SHOULD BE GIVEN RANKING PRIORITY OVER OTHER LANGUAGES )N SOME CASES DOCUMENTS CONTAIN TERMS IN MORE THAN ONE LANGUAGE OR ARE MOSTLY IN ONE LANGUAGE BUT HAVE A MATCHING TERM FROM ANOTHER LANGUAGE )N THIS CASE DOCUMENTS ARE GIVEN A STATIC RANK AT CRAWL TIME FOR THE LANGUAGE 3HARE0OINT THINKS IS MOST LIKELY THE MAIN LANGUAGE OF THE DOCUMENT !DDITIONAL RANKING VALUE IS GIVEN AT QUERY TIME ONCE THE USER S INTERFACE LANGUAGE IS DETERMINED

5SER $RIVEN 7EIGHTING .EW TO 3HARE0OINT S RANKING IS THE INCLUSION OF SOCIAL ELEMENTS 4HIS INCLUDES THE ADJUSTMENT OF STATIC RANK VALUES BASED ON WHETHER A DOCUMENT WAS SELECTED FREQUENTLY FROM THE SEARCH RESULT LIST

#LICK 0OPULARITY !N ADDITIONAL RELEVANCY MECHANISM IN 3HARE0OINT IS THE WEIGHTING OF RESULTS BASED ON THEIR CLICK POPULARITY IN THE RESULT SET 4HE LINKS THAT ARE CHOSEN FOR A SPECIFIC QUERY IN A SEARCH RESULT LIST ADD VALUE TO THAT SPECIFIC DOCUMENT FOR THAT SPECIFIC SEARCH TERM #LICK THROUGH RELEVANCY WEIGHTING CAN HELP THE ORGANIZATION TO LEVERAGE THE EXPERTISE OF USERS BY ALLOWING THEM TO CHOOSE SPECIFIC DOCUMENTS FROM A RESULT LIST AND PROMOTE THEM 4HIS IS DONE WITHOUT ANY ADDED INTERACTION OR SPECIFIC INTERACTION BY THE END USERS 4HEIR WELL MEANING INFORMATION DISCOVERY HELPS THE ENTIRE ORGANIZATION

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â&#x2013; .OTE 4HE MATHEMATICS BEHIND THE "- & RELEVANCY ALGORITHM WHICH IS THE BASE OF 3HARE0OINT S DEFAULT RANKING ALGORITHM IS EXPLAINED AT Wcc_) T] fXZX_TSXP ^aV fXZX >ZP_XN1<!$ 4HANKS TO -ARK 3TONE TECHNICAL PRODUCT MANAGER AT -ICROSOFT FOR HIS HELP WITH 3HARE0OINT S RANKING ALGORITHM

4HE #ORPUS 5NDERSTANDING THE CORPUS CAN BE A KEY ELEMENT TO UNDERSTANDING HOW TO MONITOR AND IMPROVE SEARCH 4HE TERM CORPUS IS ,ATIN FOR BODY AND IS OFTEN USED TO REFER TO THE ENTIRE SET OF DOCUMENTS THAT AN ORGANIZATION HAS 4HE NATURE OF EVERY ORGANIZATION S CORPUS IS UNIQUE .O TWO ORGANIZATIONS WILL HAVE EXACTLY THE SAME CONTENT OR EVEN STRUCTURE OF THAT CONTENT %VERY ORGANIZATION WILL ALSO HAVE ITS OWN SET OF ACCEPTED TERMINOLOGY AND PRIVATE CORPORATE LANGUAGE 4HIS MAKES IT VERY DIFFICULT TO FIND A SEARCH ENGINE WHICH IS BASICALLY A TEXT ANALYSIS TOOL THAT FOLLOWS A PRESCRIBED SET OF RULES TO MAKE SENSE OF AND RETURN THE BEST DOCUMENTS FOR ANY GIVEN QUERY 7ITH THAT IN MIND THE QUALITY OF 3HARE0OINT SEARCH IN MOST CASES IS QUITE IMPRESSIVE 7HEN WE LOOK AT A VERY LARGE DOCUMENT SET WE SEE A SET OF TERMS 4HIS SET MAY BE IN ONE OR MORE LANGUAGES BE COMPRISED OF MILLIONS OR HUNDREDS OF MILLIONS OF DOCUMENTS AND REPRESENT THOUSANDS OF CONCEPTS 4HE VALUE AND FREQUENCY OF THESE CONCEPTS WILL NATURALLY VARY FROM ORGANIZATION TO ORGANIZATION &OR EXAMPLE A RELIGIOUS ORGANIZATION WILL HAVE A DRASTICALLY DIFFERENT SET OF TERMS AND KEY CONCEPTS THAN AN ENERGY COMPANY AND A GOVERNMENT BODY WILL HAVE DIFFERENT TERMS THAN A PRIVATE COMPANY !S WITH ANY LARGE BODY OF WORDS EVERY ORGANIZATION S CORPUS WILL HAVE MANY COMMON TERMS 4HERE WILL BE A LARGE SET OF TERMS THAT ARE EXTREMELY COMMON TO THE LANGUAGE THEY ARE WRITTEN IN 4HEN THERE WILL BE A CERTAIN GROUP OF TERMS THAT ARE NOT INDIVIDUALLY UNIQUE TO THAT ORGANIZATION BUT TOGETHER REPRESENT THE KEY THEMES THAT ARE IMPORTANT TO THAT ORGANIZATION /N THE FAR END OF THE TERM SET THERE ARE RARE TERMS THAT APPEAR ONLY VERY INCIDENTALLY IN THE CORPUS AND MAY NOT REPRESENT ANY CONCEPT CORE TO THE IMPORTANT THEMES OF THE ORGANIZATION !S WE BEGIN TO ANALYZE A LARGE CORPUS WE IMMEDIATELY FIND MANY COMMON TERMS SUCH AS IN %NGLISH hANDv hORv hTHISv hTHATv ETC 7HEN WE HAVE A SINGLE DOCUMENT MANY OF THE TERMS IN IT ARE NEW TO THE COLLECTION OF TERMS THE SEARCH ENGINE FINDS "UT AS THE NUMBER OF DOCUMENTS INCREASES THE CHANCE OF A NEW TERM APPEARING DIMINISHES 4HIS EXPERIENCE IS EXPLAINED BY (EAPS LAW Wcc_) T] fXZX_TSXP ^aV fXZX 7TP_b N[Pf 3EE &IGURE

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&IGURE (EAPS LAW SHOWS THE DIMINISHING DISCOVERY OF NEW TERMS AS DOCUMENT INCREASES 7HAT IT TELLS US AS SEARCH ADMINISTRATORS IS THAT THE MOST COMMON TERMS ARE NOT THAT INTERESTING TO SEARCH 4HESE ARE GRAMMATICAL OR EXTREMELY COMMON TERMS 0ROBABLY OF THE TERMS USED IN THIS BOOK DO NOT DIRECTLY RELATE TO THE KEY TOPICS COVERED IN THE BOOK BUT RATHER ARE HELPERS USED TO EXPLAIN POTENTIALLY COMPLICATED CONCEPTS /N THE OTHER SIDE OF THE GRAPH ARE TERMS THAT OCCUR ONLY VERY RARELY AND PERHAPS RANDOMLY 4HESE CAN OFTEN BE TECHNICAL TERMS NAMES AND SPELLING MISTAKES &OR THE MOST COMMON TERMS WE NEED A MECHANISM TO IGNORE THESE TERMS )N THE CASE THAT THEY ARE SEARCHED FOR WE DO NOT WANT TO HAVE A RANKING WAR BASED ON THE TERM hTHEv /N THE hRAREv SIDE WE CAN EITHER FORGET ABOUT THESE ODD TERMS OR USE TOOLS SUCH AS SYNONYMS TO BRING THESE TERMS INTO THE CORE SET OF THEME DESCRIPTIVE TERMS 4HE REAL GOAL IS TO INCREASE THE OCCURRENCE OF TERMS THAT HAVE MEANING IN AN ORGANIZATION AND APPLY THEM TO APPROPRIATE CONTENTÂ&#x2C6;THAT IS BY TAGGING AND THE ADDITION OF PROPERTIES )DENTIFYING THESE TERMS AND THE THEMES THEY EXPRESS AND THEN MAKING SURE THEY ARE ASSOCIATED WITH THE BEST INFORMATION ABOUT THEM WILL HELP SEARCH MUCH MORE THAN THE MOST COMPLICATED FEATURES OF A SEARCH ENGINE

3EARCH 2EPORTING 7HEN IT COMES TO IMPROVING USABILITY IN 3HARE0OINT REPORTING IS CERTAINLY AN ESSENTIAL TOOL 4HIS IS ESPECIALLY TRUE FOR SEARCH IN 3HARE0OINT -ANY ADMINISTRATORS CONSIDER SEARCH A hBLACK BOXv THAT WHEN FUNCTIONAL WILL OPERATE ON ITS OWN AND PRODUCE RESULTS IN SOME MYSTERIOUS AND WONDERFUL MANNER 4HE TRUTH IS THAT SEARCH ENGINES ARE JUST COMPUTER PROGRAMS THAT FOLLOW A SET OF RULES -ANY OF THESE RULES WE HAVE ALREADY SEEN IN THE PREVIOUS SECTION AND FOUND TO BE INSUFFICIENT AT RETURNING THE BEST CONTENT FOR EACH AND EVERY QUERY 4HEREFORE 3HARE0OINT HAS SOME GREAT BUILT IN REPORTING TECHNOLOGY TO ALLOW SEARCH AND FARM ADMINISTRATORS TO MONITOR OVERALL PERFORMANCE AS WELL AS ALLOWING SITE COLLECTION ADMINISTRATORS TO MONITOR INDIVIDUAL SITE SEARCH SUCCESS AND MAKE MODIFICATIONS TO THE SEARCH BEHAVIOR AS WELL AS THE CONTENT BASED ON THOSE REPORTS

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2EPORTING IS A KEY FEATURE IN 3HARE0OINT THAT ALLOWS ADMINISTRATORS TO SEE STATISTICAL INFORMATION ON THE BEHAVIOR OF THE USERS AND THEIR INTERACTION WITH THE SEARCH ENGINE 4HE REPORTING MECHANISM CAN IDENTIFY KEY QUERY TERMS THAT ARE CAUSING FRUSTRATION FOR USERS AS WELL AS AREAS OF SEARCH THAT ARE NOT WORKING OPTIMALLY 4HERE ARE TWO LEVELS OF REPORTING TO ADMINISTRATORS IN 3HARE0OINT THE FARM LEVEL AND THE SITE COLLECTION LEVEL 4HESE LEVELS ARE SET TO ALLOW ADMINISTRATORS WITH DIFFERENT LEVELS OF FOCUS IN THE ORGANIZATION TO GET THE REPORTS THAT ARE USEFUL FOR THEIR PARTICULAR JOB FUNCTION &ARM ADMINISTRATORS WHO ARE RESPONSIBLE FOR THE MANAGEMENT OF THE 3HARE0OINT FARM AND ITS CORE FUNCTIONALITY CAN SEE REPORTS THAT WILL HELP THEM MAINTAIN A WORKING SEARCH ENGINE AND IMPROVE CRAWLING AND INDEX QUALITY 4HE SITE COLLECTION ADMINISTRATOR CAN SEE REPORTS FOR HIS OR HER SITE COLLECTION AND ALL ITS SITES AND SUBSITES 4HESE REPORTS HELP THE SITE COLLECTION ADMINISTRATOR OPTIMIZE THE SEARCH EXPERIENCE FOR HIS OR HER END USERS ON THEIR OWN LEVEL

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&ARM ,EVEL 2EPORTS 'ENERAL SEARCH REPORTING CAN BE FOUND IN THE 3EARCH SERVICE APPLICATION IN #ENTRAL !DMINISTRATION AND INCLUDES 4OP 1UERIES AND .O 2ESULT QUERIES 4HE POINT OF THIS REPORTING IS TO HELP SEARCH OR FARM ADMINISTRATORS LEARN ABOUT THE GENERAL SUCCESS AND PERFORMANCE OF THE SEARCH ENGINE #ONTENT CAN BE TARGETED FOR CRAWLING CRAWLING ERRORS CAN BE ADDRESSED AUTHORITATIVE PAGES SET AND UNWANTED RESULTS REMOVED BASED ON INFORMATION FROM THESE REPORTS 4HIS FARM LEVEL REPORTING CAN HELP US IDENTIFY THESE OVERALL SEARCH PERFORMANCE ISSUES AND POTENTIALLY MAKE ADJUSTMENTS TO THE SEARCH ENGINE AT THE SEARCH SERVICE TO COMPENSATE FOR PROBLEMS 4O ACCESS THE FARM LEVEL SEARCH REPORTING IN 3HARE0OINT FOLLOW THESE STEPS

/PEN #ENTRAL !DMINISTRATION ON YOUR 3HARE0OINT FARM

#LICK -ANAGE 3ERVICE !PPLICATIONS

.AVIGATE TO THE 3EARCH SERVICE APPLICATION

/N THE LEFT MENU UNDER 2EPORTS THERE ARE TWO TYPES OF REPORTS !DMINISTRATIVE 2EPORTS AND 7EB !NALYTICS 2EPORTS #HOOSE 7EB !NALYTICS 2EPORTS

)N THE BASE REPORT WE CAN SEE THE TOTAL NUMBER OF SEARCH QUERIES AND THE AVERAGE NUMBER OF SEARCH QUERIES PER DAY 4HIS CAN HELP THE ADMINISTRATOR MANAGE LOAD AND MONITOR SEARCH FOR PERFORMANCE )F THIS NUMBER IS VERY HIGH THE ADMINISTRATOR SHOULD CONSIDER ADDING A QUERY SERVER AFTER INVESTIGATING THE ADMINISTRATIVE REPORTS SEE #HAPTER )F THIS NUMBER IS UNUSUALLY LOW THE ADMINISTRATOR SHOULD INVESTIGATE WHY USERS ARE NOT SEARCHING AND CONFIRM THAT THE SEARCH MECHANISM IS WORKING FOR ALL USERS 3OMETIMES POOR SITE SETTING CAN RESTRICT ACCESS TO SEARCH OR CAUSE OTHER PROBLEMS THAT MAKE SEARCH NON FUNCTIONAL FOR END USERS AND THEY WON T EVEN COMPLAIN /N THE TOP OF THE LEFT HAND NAVIGATION WE CAN NAVIGATE TO THE .UMBER OF 1UERIES REPORT &IGURE 4HIS WILL GIVE A MORE DETAILED VIEW OF THE NUMBER OF QUERIES OVER TIME IN A GRAPH &IGURE AND THE EXACT NUMBERS FOR EACH DATE &IGURE

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&IGURE 4HE SEARCH REPORTS PAGE MENU IN THE 3EARCH SERVICE APPLICATION

&IGURE .UMBER OF 1UERIES PAGE

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&IGURE .O 2ESULTS 1UERIES REPORT

â&#x2013; .OTE 4HE FARM LEVEL SEARCH REPORTING SHOWS THE SEARCH USAGE STATISTICS FOR THE ENTIRE FARM 4HIS IS IMPORTANT FOR FARM ADMINISTRATORS TO GET AN OVERALL VIEW OF THE SEARCH TRENDS AND PERFORMANCE OF THE FARM &OR MORE DETAILED RESULTS SITE COLLECTION REPORTS CAN BE SEEN AT EACH SITE COLLECTION (OWEVER THESE REPORTS WILL COVER DATA ONLY FOR THE INDIVIDUAL SITE COLLECTION

3ITE #OLLECTION 2EPORTS !T THE SITE COLLECTION LEVEL THERE IS MORE DETAILED REPORTING THAT WILL HELP THE SITE COLLECTION ADMINISTRATORS TO IDENTIFY AREAS WHERE CONTENT AND METADATA CAN BE IMPROVED TO HELP SEARCH AS WELL AS ADD OR IMPROVE BEST BETS 3ITE COLLECTION REPORTS SHOW THE DATA ONLY FOR THE INDIVIDUAL SITE COLLECTION !N ORGANIZATION WITH MANY SITE COLLECTIONS WILL NEED TO ANALYZE THE REPORTS AT DIFFERENT COLLECTIONS 4O UNDERSTAND THE VALUE OF THE REPORTS IT IS USEFUL TO UNDERSTAND THE BEHAVIORS OF SEARCH USERS 4HE BASIC MECHANISM OF SEARCHING IN 3HARE0OINT IS SIMILAR TO ALL SEARCH ENGINES ! USER ENTERS A QUERY INTO A SEARCH BOX EITHER ON A SEARCH PAGE OR ON A SEARCH FIELD ON ANY PAGE IN A 3HARE0OINT SITE 4HIS QUERY OF ONE OR MANY TERMS IS PASSED TO THE SEARCH ENGINE AND A LIST OF MATCHING HITS IS DISPLAYED IN AN ORDER THE SEARCH ENGINE DETERMINES BEST FOR THE GIVEN QUERY !T THIS POINT A USER LOOKS THROUGH THE LIST AND DOES

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ONE OF A FEW THINGS 4HE USER CAN CLICK A DOCUMENT TO OPEN IT AND MOVE ON ADD TERMS TO THE QUERY AND SEARCH AGAIN REFINE THE RESULT SET WITH REFINERS OR JUST LEAVE THE SEARCH EXPERIENCE AND NAVIGATE AWAY &ROM THE SEARCH ENGINE S PERSPECTIVE THIS CREATES FOUR BASIC SEARCH BEHAVIORS

3UCCESS ! SUCCESSFUL SEARCH IS A SEARCH WHERE THE USER ENTERS A QUERY GETS A RESULT SET LOOKS THROUGH THE RESULTS CLICKS A RESULT LINK AND GETS THE DOCUMENT THAT HE OR SHE IS LOOKING FOR

0ARTIAL SUCCESS ! PARTIAL SUCCESS IS WHERE A USER ENTERS A QUERY GETS A RESULT SET LOOKS THROUGH THE RESULTS AND CLICKS A LINK BUT GETS THE WRONG DOCUMENT (E OR SHE THEN GOES BACK AND CLICKS ANOTHER OR SEARCHES AGAIN

5NSUCCESSFUL WITH RESULTS 4HIS BEHAVIOR SEES A QUERY ENTERED AND A RESULT SET DISPLAYED BUT NO ACTION TAKEN ON THE RESULTS 4HE USER CLICKS NOTHING AND EITHER SEARCHES AGAIN OR LEAVES THE SEARCH EXPERIENCE

.O RESULTS 4HE USER SEARCHES BUT GETS A BLANK SEARCH PAGE AND A MESSAGE SUGGESTING SEARCH HINTS

!LTHOUGH IT SEEMS STRANGE THE hNO RESULTSv BEHAVIOR IS EXTREMELY COMMON FOR ENTERPRISE SEARCH ENGINES 4HIS IS LARGELY DUE TO MISSPELLINGS SYNONYM USAGE OR MISCONCEPTIONS BY THE END USERS 7HEN A USER SEARCHES FOR SOMETHING HE OR SHE IS CERTAIN EXISTS OR SHOULD EXIST IN THE ORGANIZATIONÂ&#x2C6;A KEY PIECE TO ACHIEVING THE INFORMATION TASK AT HANDÂ&#x2C6;AND GETS NOTHING HE OR SHE CAN BECOME EXTREMELY FRUSTRATED 4HIS MAKES THE hNO RESULTSv SEARCH EXPERIENCE THE MOST ACUTE PROBLEM AND THE ONE OF UTMOST URGENCY WHEN OPTIMIZING THE SEARCH ENGINE 4HE FOLLOWING REPORTS ARE AVAILABLE UNDER THE 3EARCH SECTION IN THE 3ITE #OLLECTION 7EB !NALYTICS 2EPORTS PAGES

.UMBER OF 1UERIES

4OP 1UERIES

&AILED 1UERIES

"EST "ET 5SAGE

"EST "ET 3UGGESTIONS

"EST "ET 3UGGESTIONS !CTION (ISTORY

3EARCH +EYWORDS

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%ACH ONE OF THESE REPORT PAGES DISPLAYS A DIFFERENT VIEW OF THE SEARCH BEHAVIOUR OF THE END USERS 4HESE REPORTS CAN HELP THE ADMINISTRATOR IDENTIFY AND CORRECT FOR THE FAILED SEARCH BEHAVIOUR AS WELL AS GIVE GUIDANCE ON HOW TO IMPROVE SEARCH WITH BUILT IN SUGGESTIONS 4HE FOLLOWING SECTIONS WILL COVER THE IMPORTANT REPORTS AND HOW TO BEST UTILIZE THEM BUT FIRST WILL OUTLINE THE BASIC FEATURES OF ALL REPORT PAGES )N THE !NALYZE TAB OF THE RIBBON ON THE REPORT PAGES THE REPORTS CAN BE ADJUSTED FOR TIMESPAN FILTERS CAN BE APPLIED AND THE REPORTS CUSTOMIZED OR EXPORTED FOR SHARING OR FURTHER ANALYSIS &IGURE &URTHERMORE ALERTS AND REPORTS CAN BE SCHEDULED FOR THOSE THAT ARE TOO BUSY TO REMEMBER TO LOOK AT THE REPORTS REGULARLY

&IGURE !NALYSIS OPTIONS FOR REPORTS 4HERE ARE SOME PRESET TIMESPANS AVAILABLE LIKE WEEK MONTH OR YEAR )N ADDITION A CUSTOM TIMESPAN CAN BE SET 4HIS DATA CAN BE EXPORTED AND ONE TIMESPAN CAN BE COMPARED TO ANOTHER TO PERFORM BENCHMARKING AGAINST CHANGES OR IMPROVEMENTS MADE TO SEARCH 4HE FILTERING MECHANISM FOR SEARCH REPORTS ALLOWS FOR FILTERING BASED ON PRE DEFINED SEARCH SCOPESÂ&#x2C6;THAT IS ANY SCOPES THAT ARE ALREADY CREATED AND USED IN THE SEARCH INTERFACE !ND #USTOMIZE 2EPORTS ALLOWS FOR DOWNLOADING THE REPORT TO AN %XCEL SHEET TO MANIPULATE THE REPORTING PARAMETERS 4HE %XCEL SHEET MAINTAINS A DATA CONNECTION TO THE 3HARE0OINT SITE AND WILL UPDATE THE DATA AS IT CHANGES %XCEL MAKES IT EASY FOR ADMINISTRATORS TO GENERATE CUSTOM GRAPHS AND WORK WITH THE REPORT DATA &IGURE

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&IGURE ! MINIMALLY CUSTOMIZED REPORT IN %XCEL

.UMBER OF 1UERIES 4HE .UMBER OF 1UERIES REPORT SHOWS THE AGGREGATE AMOUNT OF QUERIES AT THAT SITE COLLECTION AND THE NUMBER OF QUERIES PER DAY )T SHOWS TRENDS IN SEARCH ACTIVITY FROM END USERS .ORMALLY SEARCH SHOULD PEAK MID WEEK AND TAPER OFF TOWARD THE WEEKEND DEPENDING ON WHAT KIND OF ORGANIZATION IS USING 3HARE0OINT AND WHAT THE KEY MOTIVATORS FOR INFORMATION DISCOVERY ARE 4HIS DATA CAN HELP PREDICT LOAD FOR THE SITE IDENTIFY PROBLEMS WITH THE SEARCH ENGINE OR THE LEVEL OF USER ADOPTION )F MANY USERS ARE PROVING FRUSTRATED BY 3HARE0OINT OR NOT FULFILLING THEIR INFORMATION MANAGEMENT TASKS A LOW NUMBER OF QUERIES COULD IDENTIFY A NEED FOR TRAINING OR ADOPTION PROGRAMS

4OP 1UERIES 4HE 4OP 1UERIES REPORT WILL SHOW UP TO THE TOP SEARCH QUERIES &IGURE 4HIS WILL REPRESENT THE TERMS THAT ARE OF THE LARGEST INTEREST IN THE ORGANIZATION 9OU CAN SEE THE TERMS FOR EACH QUERY THE NUMBER OF TIMES EACH QUERY WAS SEARCHED FOR AND THE PERCENTAGE IN RELATION TO ALL SEARCH QUERIES

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4HIS REPORT GIVES A GOOD IDEA OF THE MOST COMMON INTERESTS IN AN ORGANIZATION 4HERE ARE ALWAYS SOME SURPRISES IN THIS REPORT FOR ADMINISTRATORS 7HAT USERS EXPECT TO FIND AND WHAT IS ACTUALLY IN A SITE CAN OFTEN BE DIFFERENT !DMINISTRATORS WORKING WITH DEPARTMENT HEADS CAN HELP USERS TO ALIGN THEIR INTERESTS AND KNOWLEDGE INFORMATION NEEDS WITH PUBLISHING AND DOCUMENTATION PRACTICES 3OMETIMES INVESTIGATING THIS INFORMATION CAN ALSO OPEN UP AREAS OF BUSINESS OR COLLABORATION FOR COMPANIES &OR EXAMPLE IF ALL THE ENGINEERS ARE LOOKING FOR POLICY DOCUMENTS THAT (2 IS RESPONSIBLE FOR BUT ARE NOT INCLUDED IN THE %NGINEERING DEPARTMENT S SITE COLLECTION USERS CAN BE DIRECTED TO THE CORRECT SITE OR SEARCH CAN BE EXPANDED TO INCLUDE BROADER SCOPES

&IGURE 4HE 4OP 1UERIES REPORT

&AILED 1UERIES 0ERHAPS THE MOST IMPORTANT OF THE REPORTS IS THE &AILED 1UERIES REPORT &IGURE )F WE LOOK AT THE FOUR BASIC SEARCH EXPERIENCES OUTLINED IN THE BEGINNING OF THIS CHAPTER WE WILL REALIZE THAT FAILED QUERIES ACCOUNT FOR HALF OF THE POTENTIAL EXPERIENCES -ICROSOFT GROUPS BOTH NO RESULT QUERIES AND NO CLICK QUERIES INTO THE SAME &AILED 1UERIES REPORT 4HE QUERIES ARE RANKED BASED ON THE NUMBER OF QUERIES AND ITEMIZED BY THE PERCENTAGE OF ABANDONMENTÂ&#x2C6;THAT IS THOSE QUERIES WHERE NO SEARCH RESULT LINK WAS CLICKED 4HIS IS IMPORTANT TO IDENTIFY BECAUSE IF PEOPLE ARE SEARCHING AND NOT ACTIONING THE RESULTS THEY HAVE NOT TECHNICALLY HAD A SUCCESSFUL SEARCH 4HERE ARE SOME INSTANCES WHERE THERE IS AN EXCEPTION TO THIS AND USERS MAY FIND THE INFORMATION THEY WANT WITHIN THE RESULT SET 3EARCH BASED APPLICATIONS AND SEARCH CENTERS WITH ADDED FUNCTIONALITY CAN MAKE THE SEARCH RESULTS PAGE A VALUABLE INFORMATION DELIVERY TOOL IN ITSELF (OWEVER FOR STANDARD 3HARE0OINT SEARCH NO CLICK CAN ALMOST ALWAYS BE EQUATED WITH NO SUCCESS 4HEREFORE TERMS WITH A HIGH RATE OF ABANDONMENT SHOULD BE TAKEN SERIOUSLY

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&IGURE 4HE &AILED 1UERIES REPORT 4HE ACTION POINTS FOR THIS REPORT ARE CLEAR BUT NOT ALWAYS STRAIGHTFORWARD 4HE ADMINISTRATOR SHOULD IDENTIFY WHY THESE TERMS WERE SEARCH FOR AND WHY THEY DID NOT EITHER RETURN A RESULT OR RECEIVE A CLICK 4HE CASE OF NO RESULT SHOULD BE FOLLOWED WITH AN INQUIRY INTO WHAT THE USERS ARE EXPECTING AND THEN PROVIDING IT 4HIS COULD MEAN ADDING CONTENT ADDING SYNONYMS IN THE THESAURUS FILE OR ADDING TAGS TO EXISTING DOCUMENTS )N THE CASE OF LOW CLICK THROUGH THE SEARCHES SHOULD BE PERFORMED AND THE RESULT LIST INVESTIGATED TO SEE WHY THE RESULTS WERE NOT ATTRACTIVE ENOUGH 4HIS COULD BE A MATTER OF POOR TITLES OR DESCRIPTIONS INSUFFICIENT METADATA DISPLAYED IN THE RESULTS OR POOR RANKING )MPROVING DOCUMENT QUALITY AND ADDING METADATA PROPERTIES IS A GOOD WAY FORWARD "EST BETS CAN ALSO BE ADDED TO GIVE THE SPECIFIC USER THE BEST DOCUMENT FOR THE SEARCH TERM AT THE TOP OF THE RESULTS PAGE REGARDLESS OF THE ORGANIC RESULT LIST

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"EST "ET 5SAGE 4HE "EST "ET 5SAGE REPORT WILL INDEPENDENTLY REPORT THE NUMBER OF CLICK THROUGHS THAT EACH BEST BET THAT IS DEFINED GETS 4HIS WILL SHOW IF BEST BETS ARE BEING UTILIZED OVER ORGANIC SEARCH RESULTS )F THE TERMS ARE ADDED TO BEST BETS IN REACTION TO DATA IN THE 4OP 1UERIES OR &AILED 1UERIES REPORTS BENCHMARKING FOR THE SUCCESS OF MODIFICATIONS USING BEST BETS CAN BE TRACKED )F BEST BETS ARE NOT BEING USED TRY TO CHANGE THE WORDING TO ENTICE THE USERS TO CLICK THE BEST BETS AS OPPOSED TO THE ORGANIC RESULTS OR RE EVALUATE THE GOAL OF THE SEARCHES

"EST "ET 3UGGESTIONS 4HE "EST "ET 3UGGESTIONS REPORT OFFERS SUGGESTED BEST BETS BASED ON THE DATA IN THE OTHER REPORTS 4HE SUGGESTED BEST BETS CAN BE ADDED AS EASILY AS CLICKING !CCEPT OR 2EJECT IN THE REPORT 4HIS IS AN EASY MODIFICATION FOR SITE COLLECTION ADMINISTRATORS THAT CAN IMPROVE SEARCH WITH VERY LITTLE EFFORT (OWEVER IT REQUIRES THAT THE ADMINISTRATOR IS AWARE OF THE REPORTS AND VISITS THEM REGULARLY

"EST "ET 3UGGESTIONS !CTION (ISTORY 4HE "EST "ET 3UGGESTIONS !CTION (ISTORY IS SIMPLY A LOG OF PREVIOUS BEST BETS SUGGESTIONS THAT HAVE BEEN ACCEPTED OR REJECTED

%NABLING 2EPORTING )N 3HARE0OINT THE 5SAGE AND (EALTH $ATA #OLLECTION SERVICE APPLICATIONAND THE 7EB !NALYTICS SERVICE ARE INSTALLED BY DEFAULT 4HE 5SAGE AND (EALTH $ATA #OLLECTION 3ERVICE !PPLICATION IS THE SERVICE THAT COLLECTS THE SEARCH USAGE DATA 4HE 7EB !NALYTICS SERVICE IS THE SERVICE THAT THEN ANALYZES AND MAKES THAT DATA AVAILABLE "OTH ARE NECESSARY TO GET SEARCH REPORTING )F THE SEARCH REPORTS DO NOT CONTAIN ANY DATA IT IS POSSIBLE DATA COLLECTION HAS BEEN DISABLED AT THE 5SAGE AND (EALTH $ATA #OLLECTION SERVICE APPLICATION 4HIS IS OFTEN DONE FOR STORAGE AND PERFORMANCE ISSUES 4HIS SERVICE APPLICATION CAN BE FOUND IN #ENTRAL !DMINISTRATION UNDER -ANAGE 3ERVICE !PPLICATIONS 5SAGE AND (EALTH $ATA #OLLECTION -AKE SURE 3EARCH 1UERY 5SAGE IS CHECKED 3EE &IGURE

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&IGURE 5SAGE AND (EALTH $ATA #OLLECTION SERVICE APPLICATION

$ISPLAYING 2EPORT $ATA IN 3ITE !NOTHER USEFUL WAY TO UTILIZE SEARCH RESULTS TO AFFECT SEARCH BEHAVIOR IS TO POST A LIST OF THE MOST FREQUENTLY QUERIED SEARCH TERMS 4HERE ARE ADVANTAGES AND DISADVANTAGES TO THIS TECHNIQUE 4HE ADVANTAGES ARE THAT OTHER USERS CAN LEARN FROM THE PREVIOUS SEARCH QUERIES AND FIND INFORMATION IN A WAY THEY DIDN T THINK OF THEMSELVES (OWEVER BY ALLOWING THEM TO CLICK THE TOP SEARCH TERMS AND FIRE A SEARCH OFF THEY FORCE THOSE SEARCH TERMS TO REMAIN IN THE TOP SEARCH TERMS AS THEY WILL REMAIN THE MOST POPULAR SIMPLY BECAUSE THEY ARE THERE TO CLICK 2EGARDLESS IT CAN BE AN INFORMATIVE AND INTERESTING PIECE OF INFORMATION TO DISPLAY AND A USEFUL ALTERNATIVE MEANS TO ACCESS SEARCH 4O ENABLE DISPLAY OF THE TOP SEARCH TERM ON A SITE OR PAGE EDIT THE PAGE AND ADD THE 7EB !NALYTICS 7EB 0ART BY CLICKING THE )NSERT TAB ON THE RIBBON AND CHOOSING )NSERT 7EB 0ART 7HEN THE 7EB 0ART DIALOG APPEARS CHOOSE #ONTENT 2OLLUP 7EB 0ARTS AND THE 7EB !NALYTICS 7EB 0ART !DD IT TO THE PAGE WHERE YOU WANT THE TOP SEARCH QUERIES DISPLAYED !FTER THE 7EB 0ART IS ON THE PAGE YOU SHOULD CHOOSE EDIT 7EB 0ART FROM THE DROP DOWN ON THE TOP OF THE 7EB 0ART 4HEN UNDER )NFORMATION TO $ISPLAY CHOOSE -OST &REQUENT 3ITE 3EARCH 1UERIES 3EE &IGURE

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

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&IGURE 3ETTING THE 7EB !NALYTICS 7EB 0ART TO DISPLAY TOP SEARCH QUERIES

4UNING 3EARCH 2EALLY THE BEST WAY TO IMPROVE THE QUALITY OF SEARCH IS TO IMPROVE THE QUALITY OF THE CONTENT BEING INDEXED 4HE COMPUTER ADAGE h'ARBAGE )N 'ARBAGE /UTv APPLIES PROFOUNDLY TO SEARCH ENGINES 0OOR QUALITY CONTENT WILL WITHOUT EXCEPTION RESULT IN POOR QUALITY SEARCH RESULTS (OWEVER IMPROVING HUGE SETS OF LEGACY DOCUMENTS IMPORTED FROM A FILE SHARE OR OTHER DOCUMENT STORAGE CAN BE DAUNTING IF NOT IMPOSSIBLE )N THESE CASES IT IS WISE TO BE CRITICAL OF THE NEED FOR SUCH DOCUMENTS AND BRUTAL WHEN IT COMES TO TRIMMING OLD AND QUESTIONABLY VALUABLE CONTENT FROM IMPORT TO 3HARE0OINT OR CRAWLING BY THE 3HARE0OINT CRAWLER

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4HE BEST WAY TO MANAGE DOCUMENT QUALITY MOVING FORWARD IS TO HAVE AN ACTIVE TRAINING PROGRAM FOR 3HARE0OINT END USERS AND A COHERENT TAGGING AND DOCUMENT GENERATION STRATEGY 7ORD AND 0$& DOCUMENTS AMONG OTHERS ARE OFTEN IF NOT USUALLY MISTITLED HAVE POOR OR NO METADATA AND ARE NOT WELL FORMATTED FOR SEARCH (AVING A POLICY FOR DOCUMENT AUTHORING AND METADATA USE CAN LEAD TO A MUCH BETTER SEARCH EXPERIENCE AND BETTER LONG TERM KNOWLEDGE MANAGEMENT (ERE ARE SOME HINTS ON HOW TO IMPROVE THE QUALITY OF CONTENT IN 3HARE0OINT

-AKE GOOD TITLESÂ&#x2C6;ENCOURAGE DOCUMENT AUTHORS TO TITLE THEIR DOCUMENTS AND FILL IN ANY METADATA ON THE DOCUMENTS

#ONVERT TO _SU WISELY !LMOST EVERYONE HAS SEEN THE _SU DOCUMENT TITLED F^aS S^Rd\T]c _SU OR SOME EQUALLY USELESS _SU TITLE LIKE d]cXc[TS _SU 4HIS IS BECAUSE NO TITLE WAS GIVEN TO THE DOCUMENT WHEN IT WAS CONVERTED FROM ITS ORIGINAL FORMAT TO _SU "Y REQUIRING AUTHORS TO ADD MEANINGFUL TITLES ADMINISTRATORS AND MANAGERS CAN HELP THE FINDABILITY OF INFORMATION IN AN ORGANIZATION

!DD PROPERTIES 5SE THE -ANAGED -ETADATA ERVICE TO DEVISE TAXONOMY AND TEACH AUTHORS HOW TO USE IT

2EMOVE OLD OR UNNECESSARY CONTENT

!SK USERS TO IDENTIFY AND FLAG NOISE DOCUMENTS AND CLICK RATE AND SHARE USEFUL ONES

!UTHORITATIVE 0AGES 0ROBABLY THE EASIEST ADMINISTRATIVE WAY TO MODIFY THE RANKING OF THE SEARCH RESULTS IN 3HARE0OINT IS BY THE USE OF AUTHORITATIVE PAGES 0AGES CAN HAVE ADDITIONAL RANKING BOOST APPLIED TO THEM BASED ON THEIR CLICK DISTANCE FROM AN AUTHORITATIVE PAGE 3ITES ARE USUALLY BUILT IN A PYRAMID STRUCTURE WITH AN ENTRY PAGE AT THE SITE COLLECTION LEVEL AND THEN A LIST OF NAVIGATION LINKS THAT LINK SITES AND SUBSITES 4HOSE SITES LINK TO LISTS AND LIBRARIES THAT LINK TO DOCUMENTS 3OMETIMES LINKS CAN BE PROVIDED ACROSS SITES 3HARE0OINT ANALYZES THIS STRUCTURE AND THE NUMBER OF CLICKS THAT EXIST BETWEEN TWO DOCUMENTS 4HEN IT APPLIES ADDED VALUE TO A PAGE OR DOCUMENT S RANKING VALUE BASED ON THAT DOCUMENT S RELATIVE LOCATION TO AN AUTHORITATIVE PAGE 4HE DEFAULT AUTHORITATIVE PAGE IS THE hHOME PAGEv TO YOUR SITE COLLECTION 4HEREFORE RANKING IS BOOSTED BASED ON THE CLICK DEPTH OF THE SITES LISTS LIBRARIES PAGES AND DOCUMENTS !S EXPECTED A DEEP PAGE CAN HAVE ITS RANKING BOOSTED BY LINKING TO IT FROM THE MAIN PAGE 4HE AUTHORITATIVE PAGE SETTING INCLUDES LISTS AND LIBRARY PAGES BUT INDIVIDUAL DOCUMENTS CANNOT BE ADDED 4HE !UTHORITATIVE 0AGES PAGE CAN BE ACCESSED FROM THE 3EARCH SERVICE APPLICATION IN #ENTRAL !DMINISTRATION 4HE TOP LINK UNDER 1UERIES AND 2ESULTS IS TO THE !UTHORITATIVE 0AGES PAGE 3EE &IGURE

&IGURE ,INK TO !UTHORITATIVE 0AGES PAGE

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4HERE ARE THREE SEPARATE LEVELS OF AUTHORITATIVE PAGES &IGURE THAT CAN BE SET v

-OST AUTHORITATIVE PAGES 0AGES CLOSE TO THIS PAGE WILL INCREASE IN RANKING DEPENDENT ON THE NUMBER OF CLICKS FROM THE SET PAGE TO THE PAGE RETURNED IN THE RESULT SET

3ECOND LEVEL AUTHORITATIVE PAGES 4HIS PERFORMS THE SAME WAY AS AUTHORITATIVE PAGES BUT RANKS LOWER THAN AUTHORITATIVE PAGES

4HIRD LEVEL AUTHORITATIVE PAGES 4HIS PERFORMS THE SAME WAY AS AUTHORITATIVE PAGES AND SECOND LEVEL AUTHORITATIVE PAGES BUT BOOSTS RANKING THE LEAST OF THE THREE

!ND THERE IS ONE NON AUTHORITATIVE LEVEL WHICH WILL REDUCE RANKING OF ENTIRE SITES v

3ITES TO DEMOTE !DDING SITES TO THIS SECTION WILL DEMOTE ALL CONTENT ON THAT SITE IN THE SEARCH RESULTS

&IGURE !UTHORITATIVE 0AGES PAGE

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2ESULT 2EMOVAL )N SOME CASES ESPECIALLY THOSE WHERE VERY LARGE DOCUMENT REPOSITORIES ARE INDEXED UNDESIRABLE RESULTS MAY APPEAR IN THE RESULT LIST )N SOME CASES A DOCUMENT OR DOCUMENTS THAT ARE BURIED ON A FILE SHARE MAY HAVE SENSITIVE INFORMATION THAT CAN BE RETURNED IN THE SEARCH RESULTS 3EARCHES FOR hPASSWORDv OR hSALARYv CAN OFTEN SURFACE THESE DOCUMENTS 4HE BEST WAY TO DEAL WITH THESE DOCUMENTS IS OF COURSE TO REMOVE THEM FROM THE LOCATION THEY ARE BEING INDEXED OR RESTRICT THEM WITH PERMISSIONS (OWEVER 3HARE0OINT OFFERS A SIMPLE MECHANISM FOR REMOVING RESULTS THAT ARE DEEMED UNDESIRABLE IN THE SEARCH RESULTS 4HE 3EARCH 2ESULT 2EMOVAL FEATURE IN THE 3EARCH SERVICE APPLICATION HAS A SIMPLE FIELD WHERE THE ADMINISTRATOR CAN ADD THE 52,S OF UNDESIRED DOCUMENTS 4O ADD DOCUMENTS TO THE RESULT REMOVAL DO THE FOLLOWING

.AVIGATE TO THE 3EARCH SERVICE APPLICATION

/N THE LEFT HAND MENU UNDER 1UERIES AND 2ESULTS CHOOSE 3EARCH 2ESULT 2EMOVAL &IGURE

&IGURE 3EARCH 2ESULT 2EMOVAL MENU ITEM

!DD THE 52,S OF THE DOCUMENTS YOU WANT REMOVED FROM SEARCH &IGURE

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&IGURE 3EARCH RESULT REMOVAL $OCUMENTS WILL AUTOMATICALLY BE REMOVED AND CRAWL RULES WILL BE APPLIED TO AVOID CRAWLING THE DOCUMENTS IN FUTURE CRAWLS

3TOP 7ORDS !S WE SAW WITH (EAPS ,AW THE MOST COMMON TERMS IN ANY CORPUS DO NOT CARRY ANY VALUE FOR SEARCHING 'RAMMATICAL TERMS AND HELPER LANGUAGE THAT WHEN USED IN CONTEXT CAN CONVEY MEANING DO NOT THEMSELVES HELP US TO FIND THE INFORMATION WE WANT )N ORDER TO HELP THE SEARCH ENGINE AVOID RANKING DOCUMENTS HIGH THAT MERELY HAVE A HIGH DENSITY OF TERMS SUCH AS hTHEv THESE MOST COMMON TERMS ARE SET AS STOP WORDS OR NOISE WORDS IN 3HARE0OINT S SEARCH ENGINE 3HARE0OINT HAS ONE STOP WORD FILE FOR EACH LANGUAGE IT SUPPORTS AS WELL AS A NEUTRAL FILE (OWEVER THE NEUTRAL FILE IS EMPTY BY DEFAULT !LL OTHER FILES HAVE A FEW OF THE MOST COMMON TERMS FOR THAT LANGUAGE IN THEM -ORE CAN BE ADDED EASILY BY THE ADMINISTRATOR 4HE FILES ARE LOCATED IN 2)K?a^VaP\ 5X[TbK<XRa^b^Uc >UUXRT BTaeTabK # K3PcPK>UUXRT BTaeTaK2^]UXV WHERE THERE IS A VIRGIN SET OF FILES THAT ARE COPIED TO THE 3EARCH SERVICE APPLICATION S SPECIFIC R^]UXV FILE WHEN A NEW 3EARCH SERVICE APPLICATION IS CREATED 4HIS PATH IS 2)K?a^VaP\ 5X[TbK<XRa^b^Uc >UUXRT BTaeTabK # K3PcPK0__[XRPcX^]bK6D83K2^]UXV )T IS BEST TO EDIT THE FILES IN THIS PATH AT EACH QUERY SERVER 4HE DEFAULT STOP WORD FILE FOR %NGLISH IS CALLED ]^XbTT]V cgc AND CONTAINS THE FOLLOWING TERMS

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P P]S Xb X] Xc ^U cWT c^

4HESE TERMS CAN BE ADDED TO BY PLACING AN ADDITIONAL TERM ON EACH LINE OF THE FILE #OMMON WORDS IN THE LANGUAGE MAY BE FREELY ADDED AS LONG AS SEARCHING FOR THEM WOULD NOT PROVIDE USEFUL RESULTS 3OME USEFUL ADDITIONS MIGHT BE hTHISv hTHATv hTHESEv hTHOSEv hTHEYv ETC

4HE 4HESAURUS 3HARE0OINT HAS THE CAPABILITY TO MATCH TERMS WITH POTENTIAL SYNONYMS AND RETURN DOCUMENTS BASED ON THOSE SYNONYMS &OR EXAMPLE A USER MAY BE LOOKING FOR THE PROJECT PLAN FOR THE WINDMILL HIS OR HER COMPANY IS CONSULTING ON WITHOUT REALIZING THAT IT IS ACTUALLY A WIND TURBINE HE OR SHE IS SEARCHING FOR WINDMILLS MILL GRAIN WIND TURBINES PRODUCE ELECTRICITY 3EARCHING FOR hWINDMILLv WILL NOT RETURN ANY HITS FOR HIS OR HER QUERY AND ULTIMATELY CAUSE FRUSTRATION AND PROBABLY A CALL TO THE ENGINEERS AND SOME LAUGHTER AND DERIDING ENGINEERS CAN BE CALLOUS 4O AVOID THIS A POTENTIAL SYNONYM MATCH BETWEEN WINDMILL AND WIND TURBINE COULD BE ENTERED IN THE THESAURUS IF IT PROVES TO BE A COMMON ENOUGH MISTAKE TO WARRANT IT 4HE THESAURUS IN 3HARE0OINT IS INSTALLED INTO THE SAME FOLDER AS THE STOP WORD FILES AND SIMILARLY THERE IS ONE FILE FOR EACH SUPPORTED LANGUAGE AS WELL AS A LANGUAGE NEUTRAL FILE 2)K?a^VaP\ 5X[TbK<XRa^b^Uc >UUXRT BTaeTabK # K3PcPK>UUXRT BTaeTaK2^]UXV 4HESE ARE A VIRGIN SET OF THE THESAURUS AND STOP WORD FILES 7HEN THE 3EARCH SERVICE APPLICATION IS CREATED IN THE 3HARE0OINT FARM 3HARE0OINT COPIES OUT A SET TO ALL QUERY SERVERS IN THE LOCATION 2)K?a^VaP\ 5X[TbK<XRa^b^Uc >UUXRT BTaeTabK # K3PcPK0__[XRPcX^]bK6D83K2^]UXV )F THE VIRGIN FILES ARE EDITED WHEN A NEW 3EARCH SERVICE APPLICATION IS CREATED THE EDITED FILES WILL BE STAGED OUT "UT ANY EXISTING 3EARCH SERVICE APPLICATIONS AND THESAURUS FILES WILL NOT BE COPIED OVER AND MUST BE INDIVIDUALLY EDITED "Y DEFAULT THE THESAURUS FILES ARE LACKING ANY ACTIVE ENTRIES AND THE EXAMPLES WITHIN ARE IN COMMENTS 3O THE ADMINISTRATOR MUST EDIT THE FILES FOR THEM TO FUNCTION AND COPY THEM OUT TO EACH QUERY SERVER 4HE FILES WILL BE CALLED ONLY IF THE SEARCH IS INITIATED IN THE SPECIFIC LANGUAGE CONTEXT FOR THAT FILE 4HE DIFFERENT LANGUAGE FILES ARE SHOWN IN 4ABLE

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4ABLE 4HE 4HESAURUS &ILES IN 3HARE0OINT

Language

File name

,ANGUAGE NEUTRAL

TSNEU XML %NGLISH 5NITED 3TATES

!RABIC T

Language

SARA XML

"ENGALI TSBEN XML "ULGARIAN TSBUL XML #ATALAN TS

CAT XML

File name

Language

TSENU XML ,ITHUA

&INNISH TSFIN XML

NIAN

File name

Language

File name

TSLIT XML

3ERBIAN ,ATIN

TSSBL XML

-ALAY TSMAL XML 3LO -ALAYSIAN

&RENCH 3TANDARD

TSFRA XML -ALAYALA

'ERMAN 3TANDARD

TSDEU XML -A

'UJARATI

TSGUJ XML

M TSMLY XML

RATHI

.ORWEGIAN "OKMAL

TSMAR XML

VAK

TSSVK XML

3LOVENIAN

TSSLO XML

3PANISH

TSESN XML

TSNOR XML 3WEDISH

#HINESE 3IMPLIFIED

TSCHS XML (UNGARIAN

TSHUN XML 0OLISH TS

#HINESE 4RADITIONAL

TSCHT XML )CELANDIC

TSICE XML

0ORTUGUESE "RAZIL

TSPTB XML 4ELUGU

TSTEL XML

)NDONESIAN TSIND XML

0ORTUGUESE 0ORTUGAL

TSPOR XML 4HA

TSTHA XML

)TALIAN

TSITA XML

0UNJABI TSPUN XML

4URKISH

TSTUR XML

*APANESE

TSJPN XML 2OMANIAN

TSROM XML 5KRA INIAN

TSUKR XML

$UTCH TSNLD XML +ANNADA .ETHERLANDS

TSKAN XML 2

TSRUS XML

TSURD XML

%NGLISH 5NITED +INGDOM

TSKOR XML

#ROATIAN TS #ZECH T $ANISH TSDAN

CRO XML SCES XML

TSENG XML +OREA

USSIAN 3ERBIAN #YRILLIC

PLK XML

4AMIL

TSSVE XML

5RDU 0AKISTAN

TSSBC XML 6IET

TSTAM XML

NAMESE TSVIE XML

3OURCE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah SS"% &"# Pb_g 4HE FILE cb]Td g\[ IS THE LANGUAGE NEUTRAL FILE THAT IS THE DEFAULT FILE UTILIZED IF NO SPECIFIC LANGUAGE VALUE IS PASSED /N INSTALLATION IT HAS THE FOLLOWING STRUCTURE AND VALUES

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

+G<; 83, <XRa^bÛc BTPaRW CWTbPdadb - + 2^\\T]cTS ^dc +cWTbPdadb g\[]b, g bRWT\P)cbBRWT\P g\[ - +SXPRaXcXRbNbT]bXcXeT- + SXPRaXcXRbNbT]bXcXeT- +Tg_P]bX^]- +bdQ-8]cTa]Tc 4g_[âTa+ bdQ- +bdQ-84+ bdQ- +bdQ-84$+ bdQ- + Tg_P]bX^]- +aT_[PRT\T]c- +_Pc-=C$+ _Pc- +_Pc-F!:+ _Pc- +bdQ-FX]S^fb ! + bdQ- + aT_[PRT\T]c- +Tg_P]bX^]- +bdQ-ad]+ bdQ- +bdQ-Y^V+ bdQ- + Tg_P]bX^]- + cWTbPdadb- - + G<;- 4HE FIRST THING TO DO WHEN UTILIZING IT IS TO REMOVE THE COMMENT TAGS AND 4HIS WILL MAKE THE ENTRIES ACTIVE 4HE FIRST TAG TO CONSIDER IS THE DIACRITICS SENSITIVITY TAG "Y DEFAULT IT HAS A VALUE OF ZERO WHICH IS THE SETTING FOR OFF 4O ENABLE IT SET IT TO $IACRITICAL MARKS ARE MARKS THAT SOME LANGUAGES UTILIZE TO MODIFY THE SOUNDS OF CERTAIN LETTERS SUCH AS ACCENTS OR UMLAUTS -ANY %UROPEAN LANGUAGES WILL BENEFIT FROM DIACRITICAL SENSITIVITY %NGLISH IS NOT ONE OF THEM 4HE REMAINING SECTIONS ARE EITHER EXPANSION OR REPLACEMENT %XPANSION IS USED TO ADD SYNONYMS TO A GIVEN TERM )F THE TERM IN A SUB SUB TAG PAIR IS SEARCHED FOR THE REMAINING TERMS IN SUB TAG PAIRS WILL ALSO BE SEARCHED FOR !NY TERM IN AN EXPANSION SET WILL TRIGGER THE OTHER TERMS IN THE SET %ACH SET OF SYNONYMS MUST BE ENCAPSULATED IN THEIR OWN EXPANSION TAG PAIR AND SUB TAGS +Tg_P]bX^]- +bdQ-fX]S\X[[+ bdQ- +bdQ-fX]S cdaQX]T+ bdQ- +bdQ-VT]TaPcâ+ bdQ- + Tg_P]bX^]- 4HE REPLACEMENT SECTION IS USED TO SUBSTITUTE A TERM FOR ANOTHER TERM 4HIS IS USEFUL WHEN DEALING WITH SPELLING MISTAKES OR UNUSED SYNONYMS TERMS 4HE QUERY TERM IS NOT ACTUALLY SEARCHED FOR BUT THE REPLACEMENT TERMS ARE +aT_[PRT\T]c- +_Pc-bRPaT_^X]c+ _Pc- +bdQ-bWPaT_^X]c+ bdQ- +bdQ-B?! + bdQ- + aT_[PRT\T]c-

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

!S IS SHOWN IN THESE EXAMPLES THERE CAN BE A ONE TO MANY RELATIONSHIP WITH BOTH EXPANSION AND REPLACEMENT SECTIONS -ICROSOFT DOES NOT RECOMMEND MORE THAN ENTRIES IN A SINGLE THESAURUS FILE %ACH ENTRY WHERE A TERM IS DEFINED SUB OR PAT IS CONSIDERED ONE ENTRY 3AVE THE THESAURUS FILES AS 5NICODE )F YOU ARE EDITING THEM IN .OTEPAD THIS IS THE DEFAULT ENCODING /THER TEXT EDITORS MAY REQUIRE SPECIAL CARE !FTER UPDATING A THESAURUS FILE THE 3EARCH SERVICE APPLICATION NEEDS TO BE RESTARTED BEFORE CHANGES WILL TAKE EFFECT 4HIS CAN BE ACCOMPLISHED BY OPENING THE SERVICES SNAP IN AND RESTARTING 3HARE0OINT 3ERVER 3EARCH

#USTOM $ICTIONARIES #USTOM DICTIONARIES ARE LISTS OF WORDS THAT THE SEARCH ENGINE MAY MATCH EXACTLY AND PASS AS A QUERY 4HESE DICTIONARIES SUPERSEDE THE BUILT IN WORD BREAKERS IN 3HARE0OINT 7ORD BREAKERS ARE A HIDDEN PART OF THE INDEX AND QUERY PROCESSES OF 3HARE0OINT SEARCH THAT MANAGE HOW TERMS ARE HANDLED BY THE QUERY PROCESS 4HEY ARE SMALL PROGRAMS OR ROUTINES THAT BREAK COMPLEX TERMS INTO SHORTER MORE UNDERSTANDABLE TERMS !S WE HAVE SEEN IN THE h3TOP 7ORDSv SECTION NOT ALL WORDS ARE INTERESTING TO SEARCH AND THE MOST COMMON ONES CAN BE DISREGARDED SAFELY 3IMILARLY THERE ARE MANY CHARACTERS THAT DO NOT CONFORM TO THE STANDARD CONCEPTION OF WHAT MAKES UP A WORD 3PECIAL CHARACTERS SUCH AS AMPERSANDS DOLLAR SIGNS STARS THE hATv CHARACTER AND HYPHENS AMONG MANY OTHERS ARE VERY COMMON IN DIGITAL INFORMATION -ANY ORGANIZATIONS RELY ON COMBINATIONS OF THESE CHARACTERS WITH LETTERS AND NUMBERS TO IDENTIFY DOCUMENTS OR PRODUCTS 4HE hATv CHARACTER IS SEEN IN EVERY E MAIL ADDRESS 5SUALLY WHEN PUT IN CONTEXT MANY OF THESE CHARACTERS CAN BE SEEN AS WORD SEPARATORS AND HOLD LITTLE CONTEXTUAL VALUE &OR THIS REASON WORD BREAKERS ARE EMPLOYED TO BREAK THESE TERMS INTO SMALLER TERMS THAT ARE MORE LIKELY TO BE SEARCHED FOR AND MAKE SENSE &OR EXAMPLE THE PHRASE SEARCH DRIVEN APPLICATION CONTAINS A HYPHEN LINKING hSEARCHv AND hDRIVENv )T S COMMON TO COMBINE WORDS LIKE THIS BUT ) MIGHT SEARCH FOR hSEARCH DRIVEN APPLICATIONv AND EXPECT TO GET RESULTS )F THE SEARCH ENGINE KEEPS hSEARCH DRIVENv AS A SINGLE TERM ) WON T FIND THE DOCUMENT WITH THE HYPHENATED VERSION 4HEREFORE A WORD BREAKER IS EMPLOYED TO BREAK APART THE TERM AND ALLOW FOR BOTH VARIATIONS TO BE SEARCHED 4HIS DOESN T ALWAYS MAKE SENSE 3AY FOR EXAMPLE AN OIL DRILLING COMPANY HAS A PIPELINE WITH MANY VALVES AND EACH VALVE HAS A UNIQUE )$ WITH LETTERS NUMBERS AND HYPHENS E G 6,6 )F THE VALVE IS TURNED OFF WITHOUT CHECKING A DOCUMENT TO SEE WHAT THE CONSEQUENCES WILL BE THE WHOLE PIPELINE COULD BE SHUT DOWN OR WORSE A CATASTROPHIC FAILURE COULD BE CAUSED 3O IF THE WORD BREAKER IS ALLOWED TO BREAK APART THE TERM ALL DOCUMENTS WITH VLV AND ON THEM WOULD BE RETURNED 4HIS MAY BE MANY POSSIBLE DOCUMENTS AND CAUSE A LOT OF SEARCHING MIND YOU hVLV v AS A PHRASE SHOULD BE RETURNED FIRSTÂ&#x2C6;THIS BECOMES MORE PROBLEMATIC WHEN PARTIAL TERMS ARE SEARCHED AND WILDCARDS ARE USED 3O HAVING THE SEARCH TERMS SEEN AS A SINGLE TERM AND NOT BROKEN INTO ITS PARTS CAN BE VALUABLE 4HIS IS WHERE CUSTOM DICTIONARIES COME INTO PLAY (ERE ARE THE RULES THAT MUST BE OBSERVED WHEN CREATING CUSTOM DICTIONARIES v

%ACH SUPPORTED LANGUAGE HAS ITS OWN CUSTOM DICTIONARY

#USTOM DICTIONARIES LIKE STOP WORD FILES AND THESAURUS FILES SHOULD BE SAVED IN 5NICODE

#USTOM DICTIONARIES HAVE THE FILE TYPE [Tg AND ARE NAMED #USTOM8888 WHERE 8888 IS THE FOUR DIGIT HEXADECIMAL LANGUAGE CODE

%NTRIES IN THE CUSTOM DICTIONARIES ARE NOT CASE SENSITIVE

4HE PIPE CHARACTER \ IS NOT ACCEPTED

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

.O BLANK SPACES WHITE SPACE

4HE POUND CHARACTER OR NUMBER SIGN CANNOT BE USED AT THE BEGINNING OF AN ENTRY BUT IT CAN BE USED WITHIN IT OR AT THE END E G 4EST IS NOT ACCEPTABLE BUT 4 ST AND 4EST ARE /+

!SIDE FROM THE FOREGOING EXCEPTIONS ANY OTHER CHARACTER IS ACCEPTABLE

4HE MAXIMUM LENGTH OF A SINGLE ENTRY IS 5NICODE CHARACTERS

4HERE MUST BE A COPY OF THE CUSTOM DICTIONARY FILES ON EACH QUERY SERVER

(ERE ARE THE STEPS FOR CREATING A CUSTOM DICTIONARY

#REATE A NEW TEXT FILE IN A TEXT EDITOR LIKE .OTEPAD

!DD YOUR TERMS TAKING INTO CONSIDERATION THE FOREGOING LIMITATIONS AND RULES

3AVE THE FILE WITH THE APPROPRIATE FILE NAME E G 2dbc^\ ( [Tg IN THE ?a^VaP\5X[Tb K<XRa^b^Uc >UUXRT BTaeTabK # K1X] FOLDER

2ESTART THE 3EARCH SERVICE APPLICATION BY RUNNING bTaeXRTb \bR FROM THE START MENU AND RESTARTING THE 3HARE0OINT 3ERVER 3EARCH SERVICE

4ABLE 3UPPORT ,ANGUAGES FOR #USTOM $ICTIONARIES AND 4HEIR ,ANGUAGE #ODES

Language / dialect

Language hexadecimal code

Language / dialect

LCID

Language hexadecimal code

!RABIC

-ALAY

"ENGALI

-ALAYALAM

"ULGARIAN

-ARATHI

#ATALAN

.ORWEGIAN?"OKMAAL

#ROATIAN

0ORTUGUESE

$ANISH

0ORTUGUESE?"RAZ

$UTCH

0UNJABI

%NGLISH

2OMANIAN

2USSIAN

'ERMAN

3ERBIAN?#YRILLIC

C A

'UJARATI

3ERBIAN?,ATIN

&RENCH

LCID

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

Language / dialect

Language hexadecimal code

Language / dialect

LCID

Language hexadecimal code

3LOVAK

3LOVENIAN

)CELANDIC

3PANISH

)NDONESIAN

3WEDISH

4AMIL

*APANESE

4ELUGU

+ANNADA

5KRAINIAN

,ATVIAN

5RDU

,ITHUANIAN

6IETNAMESE

(EBREW (INDI

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

)TALIAN

LCID

3OURCE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!%"!#! Pb_g

4HE NOINDEX #LASS /NE WAY 3HARE0OINT ALLOWS ADMINISTRATORS AND DEVELOPERS TO MANAGE NOISE IN THE SEARCH ENGINE IS BY IMPLEMENTING THE ]^X]STg CLASS VALUE IN THE (4-, OF THE PAGE /F COURSE THIS WORKS ONLY FOR WEB PAGES OR OTHER CONTENT WRITTEN WITH (4-, -ANY WEB PAGES ARE LARGELY BASED ON THE SAME TEMPLATES 4HESE TEMPLATES INCLUDE BRANDING AND NAVIGATION SO EVERY WEB PAGE LOOKS THE SAME OR SIMILAR AND HAS A SIMILAR NAVIGATIONAL STRUCTURE 4HIS IS FRIENDLY AND FAMILIAR TO WEB BROWSING END USERS (OWEVER A LARGE NUMBER OF THE IMPORTANT TERMS FOR THE ORGANIZATION APPEAR ON EVERY DOCUMENT 4HAT GENERATES NOISE IN THE SEARCH ENGINE !DDING THIS CLASS VALUE TO TAGS IN THE (4-, WILL TELL THE CRAWLER NOT TO INDEX THE CONTENT OF THOSE TAGS AND FOCUS ONLY ON THE TERMS THAT APPEAR IN THE hCONTENTv SECTION OF THE WEB PAGE 4O INCLUDE THE ]^X]STg CLASS SIMPLY FIND THE TAG THAT HOLDS THE CONTENT THAT SHOULD NOT BE INDEXED 4HIS IS USUALLY A HEADER FOOTER NEWS 7EB 0ART OR NAVIGATION !DD THE FOLLOWING VALUES TO THAT TAG R[Pbb, ]^X]STg )T SHOULD BE NOTED THAT SOME NESTED TAGS WILL REQUIRE THEIR OWN ]^X]STg CLASS TO RESPECT THE RULE (ERE IS A TYPICAL EXAMPLE

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

q +SXe R[Pbb, ]^X]STg - +cPQ[T- +ca- +cS bch[T, cTgc P[XV])aXVWc*[X]T WTXVWc)& * - +P WaTU,Wcc_) fff _a^bWPaT_^X]cbTPaRW R^\ PQ^dc Wc\[ -0Q^dc Db+ P- + cS- + ca- q

0OPULARITY #LICK 4HROUGH !LTHOUGH NOT SOMETHING THAT AN ADMINISTRATOR CAN ACTIVELY MODIFY TO IMPROVE SEARCH CLICK THROUGH RELEVANCY ADJUSTMENTS CAN IMPROVE SEARCH WITHOUT ANY ADMINISTRATIVE INFLUENCE 4HIS hSOCIAL SEARCHv CAPABILITY RECORDS A NUMBER OF ALL THE CLICKS FOR A GIVEN QUERY WITH THE DOCUMENT OF CHOICE 4HIS DOCUMENT S RANKING VALUE IS THEN OVER TIME INCREASED TO IMPROVE ITS RANKING 4HIS IS AN ADVANTAGE INSOFAR AS THE SEARCH ENGINE LEARNS BASED ON THE EXPERIENCE AND KNOWLEDGE OF THE END USERS )T RELIES ON THE FACT THAT THE END USERS KNOW WHAT THEY ARE LOOKING FOR IN RESPECT TO THE QUERY THEY MADE TO FIND IT !ND THEY WOULD NATURALLY CLICK THE ONLY DOCUMENT THAT IS THE CORRECT ONE FOR THEIR QUERY )N ACTUAL PRACTICALITY THIS IS PROBABLY NOT TOTALLY TRUE 5SERS WILL CLICK IN AND OUT OF DIFFERENT DOCUMENTS LOOKING FOR THE RIGHT ONE 4HIS MAY OR MAY NOT ADVERSELY AFFECT RANKING (OWEVER OVER THOUSANDS IF NOT HUNDREDS OF THOUSANDS OF QUERIES A USEFUL PATTERN SHOULD EMERGE THAT WILL HELP RANKING NOT HINDER IT 3HOULD RANKING APPEAR TO DEGRADE OVER TIME THE 3EARCH SERVICE APPLICATION CAN BE REMOVED AND A NEW INDEX DATABASE AND RANKING VALUES APPLIED TO START AGAIN !T THIS POINT THERE IS NO OTHER WAY TO MANUALLY AFFECT THIS MECHANISM

3OCIAL 4AGGING 3OCIAL TAGGING IS A MECHANISM IN 3HARE0OINT TO ALLOW USERS TO PERSONALIZE THE CONTENT BY ADDING TAGS TO IT 4HE TAGS CAN BE ANYTHING THE USER WANTS AND ARE UNIQUE TO HIM OR HER 4HE TAGS CAN AFFECT RELEVANCY AS WELL HELPING CONTENT BE HANDLED BY SEARCH 4HE TERM FOLKSONOMY IS OFTEN APPLIED TO THIS TYPE OF USER GENERATED TAGGING AND IT IS BECOMING MORE AND MORE PREVALENT ON WEB SITES ON THE )NTERNET 4HE CONCEPT IS OF A USER GENERATED TAXONOMY THAT GROWS WITH USER EXPERIENCE &OLKSONOMIES CAN BE A USEFUL WAY TO SHARE INTERESTS AND IDENTIFY SOCIALLY INTERESTING CONCEPTS BUT SHOULD NOT BE LEFT AS THE CORE METHOD FOR TAGGING AND MANAGING DOCUMENTS TAXONOMIES ! MORE MANAGED STRUCTURE SHOULD ALWAYS BE AVAILABLE FOR END USERS

4HE 2ATINGS #OLUMN !LTHOUGH NOT TECHNICALLY PART OF ADJUSTING RELEVANCY THE RATINGS COLUMN CAN ALLOW USERS TO FILTER ON RESULTS ALONG WITH THE OTHER SEARCH REFINEMENT MECHANISMS TO FIND DOCUMENTS THAT ARE CONSIDERED VALUABLE BY OTHER USERS 4HE RATINGS COLUMN IS A FEATURE IN 3HARE0OINT THAT WILL ALLOW USERS TO GIVE DOCUMENTS IN A GIVEN LIBRARY OR ITEMS IN A LIST A RATING BY CLICKING FROM ONE TO FIVE STARS IN A COLUMN BESIDE THE DOCUMENT !LTHOUGH THIS MAY SEEM TRIVIAL IN AN ORGANIZATION WHERE ALL DOCUMENTS HAVE VALUE AND PURPOSE IF A GIVEN LIST OR LIBRARY IS A COLLECTION OF INFORMATION ON A GIVEN TOPIC THE RATINGS COLUMN CAN ALLOW USERS TO RATE AND FILTER BASED ON THAT WHAT BEST REPRESENTS THAT TOPIC 4HE RATING VALUES CAN ALSO BE DISPLAYED ON THE RESULTS PAGE TO ALLOW USERS TO QUICKLY IDENTIFY WHICH DOCUMENTS WERE RANKED USEFUL BY THEIR COLLEAGUES

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

!DDING A 2ATINGS #OLUMN 4O ADD A RATINGS COLUMN TO A LIST OR LIBRARY FOLLOW THESE STEPS

!CTIVATE THE FEATURE AT THE FARM USING 0OWER3HELL IF IT ISN T ALREADY ACTIVE /PEN THE 3HARE0OINT -ANAGEMENT 3HELL AND CALL THE FOLLOWING &IGURE 4]PQ[T B?5TPcdaT APcX]Vb Da[ Wcc_) bTaeTa bXcT bdQbXcT

&IGURE !CTIVATING THE 2ATINGS FEATURE WITH 7INDOWS 0OWER3HELL

â&#x2013; .OTE 3HARE0OINT 4EAM 3ERVER !DMINISTRATION 343!$- IS STILL SUPPORTED FOR THOSE MORE COMFORTABLE WITH IT 4O ENABLE THE FEATURE RUN 343!$- WHICH IS FOUND IN R)K?a^VaP\ 5X[TbK2^\\^] 5X[TbK<XRa^b^Uc BWPaTSKFTQ BTaeTa 4gcT]bX^]bK #K18= &IND BCB03< TgT AND DRAG IT INTO A COMMAND PROMPT WINDOW WITH THE FOLLOWING PARAMETERS BCB03< TgT ~^ PRcXePcTUTPcdaT ~]P\T aPcX]Vb ~da[ Wcc_) bTaeTa bXcT

.AVIGATE TO THE LIBRARY OR LIST IN QUESTION AND CLICK THE ,IBRARY TAB IN THE RIBBON

#HOOSE ,IBRARY 3ETTINGS IN THE RIBBON AND CLICK h2ATING SETTINGSv UNDER 'ENERAL 3ETTINGS &IGURE

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

&IGURE 2ATING SETTINGS

3ELECT 9ES UNDER h!LLOW ITEMS IN THIS LIST TO BE RATED v &IGURE 3HARE0OINT WILL AUTOMATICALLY APPLY THE RATINGS COLUMN TO THE LIBRARY OR LIST

&IGURE %NABLING DOCUMENT RATING

2UN A CRAWL

&IND THE 0eTaPVTAPcX]V CRAWLED PROPERTY ^fbN0eTaPVTAPcX]V AS SHOWN IN &IGURE

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

&IGURE #RAWLED RATINGS PROPERTIES

#REATE A PROPERTY CALLED 0eVAPcX]V AND MAP ^fbN0eTaPVTAPcX]V TO IT )T SHOULD BE A DECIMAL PROPERTY

/N THE CRAWLED PROPERTY PAGES THAT CAN BE ACCESSED BY CLICKING THE CRAWLED PROPERTY IN THE -ETADATA 0ROPERTY -APPINGS PAGE CHECK h)NCLUDE VALUES FOR THIS PROPERTY IN THE SEARCH INDEXv

2UN A FULL CRAWL

â&#x2013; .OTE -AKE SURE THAT THE PROPERTY HAS ITS VALUES INCLUDED IN THE SEARCH INDEX 4HIS FLAG CAN BE SET ON THE CRAWLED PROPERTY S PAGE 3EE &IGURE

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

&IGURE )NCLUDING VALUES IN THE SEARCH INDEX &IGURES AND ARE TWO VIEWS OF THE SAME MAPPING ONE FROM THE CRAWLED PROPERTY AND ONE &IGURE FROM THE MAPPED PROPERTY WHICH IS THE ONE WE WILL EVENTUALLY CALL FROM THE USER INTERFACE /NE MUST BE SET FOR MAPPING THE CRAWLED PROPERTY AND THE OTHER TO INCLUDE ITS VALUES IN THE SEARCH INDEX

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

&IGURE !DDING THE 0eVAPcX]V METADATA MAPPING

$ISPLAYING 2ATINGS IN THE 2ESULTS 4HE NEXT THING TO DO IS TO MAKE THIS RATING VALUE VISIBLE IN THE RESULT LIST 4HIS WILL HELP USERS IDENTIFY WHICH DOCUMENTS ARE RATED HIGHER BY THEIR PEERS 4O ADD THE RATINGS VALUES TO DISPLAY ON THE RESULTS PAGE DO THE FOLLOWING

.AVIGATE TO THE SEARCH RESULTS PAGE AND EDIT THE PAGE

%DIT THE CORE SEARCH RESULTS 7EB 0ART

/N THE RIGHT EXPAND THE $ISPLAY 0ROPERTIES SECTION AND UNCHECK 5SE ,OCATION 6ISUALIZATION

!DD THE NEW COLUMN TO BE FETCHED FROM THE INDEX #ALL IT #OLUMN .AME !VG2ATING AND PLACE IT ANYWHERE IN THE LIST AS LONG AS IT IS AFTER THE FIRST #OLUMNS TAG AND AFTER THE CLOSING COLUMNS TAG AND DOESN T INTERFERE WITH THE EXISTING ENTRIES

#LICK 83, %DITOR 9OU CAN NOW ADD THE 83,4 TEMPLATE TO CONTROL HOW THE STARS WILL BE DISPLAYED 9OU SHOULD PLACE THIS IN THE SEARCH RESULTS WHERE YOU WANT THE RATINGS DISPLAYED ! NATURAL PLACE TO PUT IT IS BESIDE THE TITLE 4O DO THIS FIND THE baRW CXc[T" DIV TAG *UST BEFORE THIS DIV SECTION CLOSES IS THE END OF THE TITLE )T IS IN THE MIDDLE OF THE 83,4 AND HAS TWO CLOSING DIV TAGS 0LACE A CALL TO THE TEMPLATE BEFORE THESE CLOSING DIV TAGS AS SHOWN IN ,ISTING

3AVE CLICK /+ ON THE 7EB 0ART EDITING PANE AND STOP EDITING THE PAGE

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

,ISTING 83,4 TO DISPLAY THE RATING STARS 2ATINGS +gb[)cTgc- g! *+ gb[)cTgc- +gb[)RW^^bT- +gb[)fWT] cTbc, PeVaPcX]V Vc* P]S PeVaPcX]V [c* &$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN N$ baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb WP[U P bcPa -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, &$ P]S PeVaPcX]V [c* !$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, !$ P]S PeVaPcX]V [c* &$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN N$ baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb $ bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, &$ P]S PeVaPcX]V [c* ! !$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN! baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb ! bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, ! !$ P]S PeVaPcX]V [c* ! &$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN!N$ baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb ! $ bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, ! &$ P]S PeVaPcX]V [c* " !$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN" baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb " bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, " !$ P]S PeVaPcX]V [c* " &$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN"N$ baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb " $ bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, " &$ P]S PeVaPcX]V [c* # !$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN# baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb # bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, # !$ P]S PeVaPcX]V [c* # &$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN#N$ baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb # $ bcPab -+ b_P]- + gb[)fWT]- +gb[)fWT] cTbc, PeVaPcX]V Vc*, # &$ - +b_P] R[Pbb, \b RdaaT]cAPcX]V -+X\V R[Pbb, \b aPcX]VN$ e baR, N[Ph^dcb 8\PVTb APcX]Vb _]V P[c, 2daaT]c PeTaPVT aPcX]V Xb $ bcPab -+ b_P]- + gb[)fWT]-

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

+gb[)^cWTafXbT- +Q-=^c hTc aPcTS+ Q- +Qa - + gb[)^cWTafXbT- + gb[)RW^^bT- + APcX]Vb 4]S - 4HE RATINGS SHOULD NOW APPEAR ON THE RESULT LIST 3EE &IGURE 4HIS 83,4 WILL CHECK THE VALUE OF THE 0eVAPcX]V PROPERTY YOU HAVE MAPPED AND COMPARE IT WITH RANGES BETWEEN EVERY HALF UNIT STARTING AT THREE FOURTHS 4HIS WILL ALLOW FOR HALF RATINGS BASED ON THE DECIMAL VALUES OF THE ^fbN0eTaPVTAPcX]V PROPERTY WHICH IS AN AVERAGE OF ALL ACCUMULATED RATINGS 4HE 83,4 USES THE BUILT IN IMAGE APcX]Vb _]V WHICH IS ACTUALLY A LARGER IMAGE OF ALL RATINGS STARS AND SETS THEM TO BE DISPLAYED USING THE BUILT IN CASCADING STYLE SHEET #33 )F THE DEFAULT #33 IS CHANGED THE RATINGS IMAGES WILL NOT DISPLAY CORRECTLY 4HERE ARE CERTAINLY MORE CLEVER WAYS TO CREATE THIS 83,4 BUT THIS IS A SIMPLE START TO SET THE RATINGS VALUE ON THE RESULT TEMPLATE

&IGURE 2ATINGS SHOWN IN THE SEARCH RESULTS

â&#x2013; .OTE 3EE #HAPTER FOR MORE INFORMATION ON CUSTOMIZING THE DEFAULT 7EB 0ARTS

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3EARCH +EYWORDS AND "EST "ETS 4HE 3EARCH +EYWORDS PAGE IN THE 3ITE #OLLECTION !DMINISTRATION PROVIDES A USER INTERFACE FOR CREATING AND MANAGING BEST BETS IN 3HARE0OINT +EYWORDS THAT WILL TRIGGER A BEST BET OR DEFINITION CAN BE ENTERED IN THE 3EARCH +EYWORDS SECTION !DDITIONALLY SYNONYMS AND RESPONSIBLE CONTACTS CAN BE ADDED 4HERE IS A FURTHER PUBLISHING DATE MECHANISM TO ACTIVATE AND DEACTIVATE TIME SENSITIVE KEYWORD CAMPAIGNS "EST BETS AND KEYWORD INFORMATION ARE ADDED TO THE TOP OF THE SEARCH RESULTS PAGE FOR THE GIVEN KEYWORD SEARCH 4O ADD KEYWORDS AND BEST BESTS DO THE FOLLOWING

'O TO THE 3ITE 3ETTINGS OF THE SITE COLLECTION WHERE THE BEST BETS AND KEYWORDS SHOULD APPEAR

3ELECT 3EARCH +EYWORDS UNDER 3ITE #OLLECTION !DMINISTRATION TO OPEN THE -ANAGE +EYWORDS PAGE AS SHOWN IN &IGURE

&IGURE 4HE -ANAGE +EYWORDS PAGE 4HE -ANAGE +EYWORDS PAGE LISTS ALL ACTIVE KEYWORDS THEIR BEST BETS SYNONYMS CONTACTS AND EXPIRY DATE 4HERE IS ALSO A MENU ON THE LEFT THAT LINKS TO THE WEB ANALYTICS REPORTS FOR THE SITE COLLECTION THAT RELATE TO KEYWORD AND BEST BET ACTIVITY AND LIKEWISE THE 7EB !NALYTICS PAGE HAS A LINK TO THE -ANAGE +EYWORDS PAGE FOR EASY NAVIGATION BACK AND FORTH 4HIS IS EXTREMELY USEFUL WHEN ACTIONING DATA IN THE REPORTS 4O ADD A NEW KEYWORD CLICK !DD +EYWORD AND FILL OUT THE APPROPRIATE FIELDS &IGURE 3YNONYMS CAN BE DEFINED HERE TO ACTION THE BEST BET FOR THE GIVEN KEYWORD AS WELL AS ANY DEFINITION OR CONTACT REQUIRED ! CONTACT FOR THAT KEYWORD AND ACTIVATION AND EXPIRATION DATES CAN ALSO BE DEFINED 3YNONYMS FOR SPECIFIC TERMS WILL ACTION THE BEST BET BUT NOT AFFECT THE CONTENT OF THE ORGANIC SEARCH RESULTS

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#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

&IGURE 4HE !DD +EYWORDS PAGE "EST BETS CAN BE ADDED TO EACH KEYWORD AND SEVERAL CAN BE ADDED IN ANY DESIRED ORDER &IGURE (OWEVER ONLY ONE UNIQUE 52, CAN BE ASSOCIATED WITH ONE BEST BET 4HEREFORE BEST BETS SHOULD BE CONSIDERED AS UNIQUE LINKS TO A SPECIFIC SITE 4HE INFORMATION IN THE BEST BET ABOUT THAT LINK SHOULD BE EXPLANATORY ABOUT THE TARGET LINK AND NOT THE KEYWORD ! KEYWORD MAY HAVE MANY BEST BETS BUT EACH BEST BET LINKS TO A UNIQUE 52, 52,S CAN BE AS COMPLICATED AS NECESSARY OR AS DEEP IN A SITE AS REQUIRED

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&IGURE !DDING A BEST BET )F AN EXISTING BEST BET IS CHOSEN 3HARE0OINT WILL LIST ALL AVAILABLE BEST BETS )F THERE ARE MANY ADMINISTRATORS CAN SEARCH FOR THE DESIRED BEST BET #ARE SHOULD BE TAKEN IN TITLING THE BEST BETS AS THIS WILL BE THE MOST LIKELY WAY OF FINDING THE CORRECT ONE !S EACH BEST BET IS ADDED TO A PARTICULAR KEYWORD IT IS REMOVED FROM THE LIST OF POSSIBLE BEST BETS )N THIS WAY THE SAME BEST BET CANNOT BE ADDED TO THE SAME KEYWORD TWICE !FTER THE BEST BETS ARE ADDED THEY CAN BE ORDERED BY IMPORTANCE ON THE KEYWORDS PAGE &IGURE

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&IGURE /RDERING BEST BETS

-ANAGED -ETADATA 3ERVICE 4HE -ANAGED -ETADATA SERVICE IS A SERVICE IN 3HARE0OINT THAT ALLOWS ADMINISTRATORS TO MANAGE TERMS IN AN ORGANIZED MANNER FOR USE IN THE COLUMNS OF LISTS AND LIBRARIES 4HESE TERMS CAN THEN BE PURPOSEFULLY APPLIED TO LIST ITEMS AND DOCUMENTS AND THE TYPES OF VALUES THAT USERS CAN ASSOCIATE WITH ITEMS AND DOCUMENTS CAN BE EASILY MANAGED FROM A CENTRAL LOCATION 4HE -ANAGED -ETADATA SERVICE IS ESPECIALLY USEFUL FOR SEARCH BECAUSE IT ALLOWS ADMINISTRATORS TO MANAGE TERMS THAT REPRESENT CONCEPTS AND THEMES THAT ARE ESSENTIAL TO AN ORGANIZATION 4HIS MAKES IT POSSIBLE TO EXPOSE IMPORTANT CONCEPTS AND DIRECT USERS TO USE BETTER TERMS TO DESCRIBE DOCUMENTS AND CONTENT INSIDE THE ORGANIZATION !S MENTIONED IN THE SECTION OF THIS CHAPTER ENTITLED h4HE #ORPUS v A KEY GOAL OF THE ADMINISTRATOR IS TO REDUCE THE h'ARBAGE )N 'ARBAGE /UTv TRAIT OF SEARCH ENGINES !PPLYING APPROPRIATE TERMS ACROSS THAT CORPUS CAN HELP OUT A GREAT DEAL IN MAKING GARBAGE INTO GOLD 4HE -ANAGED -ETADATA SERVICE CREATES A 4ERM 3TORE WHICH IS BASICALLY A DATABASE OF ASSOCIATED TERMS CALLED TERM SETS )T CAN ALSO MANAGE CONTENT TYPES #ONTENT TYPES ARE COLLECTIONS OF PROPERTIES OR SETTINGS THAT CAN ACT AS A CONTAINER FOR CATEGORIZING DOCUMENTS #ONTENT TYPES CAN HOLD METADATA POLICIES TEMPLATES DOCUMENT CONVERSION SETTINGS OR EVEN CUSTOM FEATURES 4HE DOCUMENTS OR LIST ITEMS APPLIED TO THESE CONTENT TYPES WILL THEN CONFORM TO THE ATTRIBUTES OF THEIR ASSOCIATED CONTENT TYPE -ANAGING THESE CONTENT TYPES IN A CENTRALIZED MANNER BECOMES IMPORTANT WHEN DEALING WITH LARGE NUMBERS OF LISTS AND LIBRARIES IN 3HARE0OINT 4HE CONTENT TYPE CAN BE DEFINED USED AND RE USED ACROSS THE 3HARE0OINT DEPLOYMENT !LIGNING AND CONTROLLING CONTENT TYPES AND METADATA IN 3HARE0OINT HELP SEARCH BY APPLYING STRUCTURE TO INFORMATION AND EXTENDING ASSOCIATED TERMS APPLIED TO THAT INFORMATION -ISALIGNMENTS BETWEEN EXISTING TERMS AND THE TERMS USERS EXPECT OR USE CAN BE REMEDIED BY MAKING SURE TERMS AND THEIR SYNONYMS ARE APPLIED TO THE DOCUMENTS !DMINISTERING THIS IN A CONTROLLED AND STRUCTURED WAY WITH THE -ANAGED -ETADATA SERVICE GIVES THE ADMINISTRATOR POWER OVER SUCH TERMS

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4HE -ANAGED -ETADATA SERVICE CAN PRODUCE TERM SETS AT A GLOBAL OR LOCAL LEVEL 5SERS AT A LOCAL LEVEL CAN UTILIZE GLOBAL TERM SETS AND THEIR OWN LOCAL TERM SETS BUT MAY NOT USE 4ERM 3TORES LOCAL TO ANOTHER SITE COLLECTION OR SITE LEVEL &OLLOW THESE STEPS TO ACCESSAND SET UP THE -ANAGED -ETADATA SERVICE

#HOOSE THE h-ANAGE SERVICE APPLICATIONSv MENU ITEM ON THE #ENTRAL !DMINISTRATIONS MAIN PAGE IN THE !PPLICATION -ANAGEMENT MENU 3EE &IGURE

&IGURE 4HE !PPLICATION -ANAGEMENT MENU IN 3HARE0OINT #ENTRAL !DMINISTRATION

.AVIGATE TO THE -ANAGED -ETADATA SERVICE APPLICATION 3EE &IGURE

&IGURE 4HE -ANAGED -ETADATA SERVICE APPLICATION

!SSIGN ADMINISTRATORS FOR THE SERVICE AND SAVE THE PAGE 4HESE USERS WILL BE ABLE TO CREATE NEW TERM SET GROUPS AND ASSIGN GROUP MANAGERS TO THOSE TERM SETS 3EE &IGURE

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&IGURE !SSIGNING 4ERM 3TORE ADMINISTRATORS

#REATE NEW GROUPS FOR TERM SETS AND ASSIGN GROUP ADMINISTRATORS BY CHOOSING THE DROP DOWN MENU ON THE -ANAGED -ETADATA SERVICE MENU ITEM 3EE &IGURE

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&IGURE ! NEW TERM SET GROUP FOR THE (2 DEPARTMENT

#REATE TERM SETS FOR THAT GROUP BY USING THE DROP DOWN MENU ON THE NEW GROUP THAT WAS JUST CREATED 3EE &IGURE

&IGURE #REATING TERMS IN THE TERM SET

!DD ADDITIONAL TIERS OF TERMS AND SUB TERMS TO THAT TERM SET

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â&#x2013; .OTE 4ERM SETS CAN BE DELETED BUT THEY MUST BE EMPTY OF TERMS TO BE DELETED 4RY TO PLAN OUT TERM SETS WELL IN ADVANCE

4AGGING .OW THAT THE TERM SETS HAVE BEEN DEFINED AND TERMS APPLIED USERS CAN HAVE AN AUTOSUGGEST LIKE FUNCTIONALITY WHEN APPLYING SOCIAL TAGS AND NOTES TO DOCUMENTS 5SERS SHOULD BE MADE AWARE OF THE POSSIBILITY OF APPLYING TAGS TO DOCUMENTS )F SOCIAL TAGS ARE APPLIED TO DOCUMENTS A QUERY CAN BE USED TO FIND DOCUMENTS OF A MATCHING SOCIAL TAG BY USING THE b^RXP[cPV) SEARCH PARAMETER IN THE QUERY BOX E G RESUME b^RXP[cPV)aTYTRcTS !LL OTHER PROPERTY FIELDS CAN NOW ALSO BE MATCHED WITH MANAGED METADATA 4HERE IS ALSO AN EASY WAY TO ENABLE %NTERPRISE +EYWORDS FEATURES IN LISTS AND LIBRARIES THAT WHEN ENABLED CAN ALLOW A MANAGED METADATA FIELD TO AUTOMATICALLY APPEAR ON THE 0ROPERTIES PAGE OF DOCUMENTS AND LIST ITEMS 7HEN ENTERPRISE KEYWORDS ARE ENABLED ON THE %NTERPRISE $ATA AND +EYWORDS 3ETTINGS PAGE UNDER THE LIBRARY OR LIST SETTINGS PAGE USERS WILL BE ABLE TO ADD METADATA FROM %NTERPRISE +EYWORDS FIELDS &IGURE !DDITIONALLY AND PERHAPS MORE IMPORTANTLY NEW COLUMNS CAN BE CREATED AS A MANAGED METADATA TYPE AND RESTRICTED TO THE VALUES FROM A CHOSEN TERM SET IN THE -ANAGED -ETADATA SERVICE

&IGURE ! LIST WHERE TAGS AND NOTES CAN BE APPLIED TO ADD MANAGED METADATA !S USERS ADD THEIR OWN KEYWORDS TO DOCUMENT PROPERTIES IN THE %NTERPRISE +EYWORDS FIELD THE VALUES ARE ADDED TO THE 4ERM 3TORE UNDER THE 3YSTEM TERM SET &IGURE 4HESE CAN THEN BE MOVED INTO THE APPROPRIATE SECTION IN THE -ANAGED -ETADATA SERVICE 3EE &IGURE 4ERMS CAN ALSO BE COPIED RE USED MERGED DEPRECATED OR DELETED

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&IGURE 0OPULATING THE %NTERPRISE +EYWORDS FIELD FROM THE DOCUMENT PROPERTIES PAGE IN A DOCUMENT LIBRARY

&IGURE -OVING A USER DEFINED KEYWORD

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/N THE 0ROPERTIES PAGE OF EACH TERM THE TERM CAN BE GIVEN A DESCRIPTION AND A DEFAULT LABEL AS WELL AS OTHER LABELS 4HE OTHER LABELS ACT AS SYNONYMS FOR THIS TERM ALLOWING TERMS WITH LIKE MEANING TO BE MANAGED TOGETHER ! SINGLE TERM OR A PHRASE CAN BE A SYNONYM BUT EACH TERM OR PHRASE MUST BE ENTERED ON ITS OWN LINE 3EE &IGURE

&IGURE !DDING SYNONYMS TO THE TERM $O NOT EXPECT SYNONYMS MAPPED TO A SPECIFIC TERM IN A TERM SET TO CHANGE THE RESULTS IN THE SEARCH RESULTS PAGE 4HESE SYNONYMS ARE SIMPLY A HELPING HAND FOR USERS AND TERM MANAGERS TO FIND THE ACCEPTED TERMS EVEN IF THEY DO NOT KNOW WHAT THOSE TERMS ARE )N &IGURE ENTERING hTRASHEDv IN THE KEYWORDS FIELD WILL GIVE THE SUGGESTION FOR THE TERM hREJECTEDv 4O IMPLEMENT A SYNONYM FOR A TERM THAT WILL BRING BACK HITS IN THE SEARCH RESULT USE THE THESAURUS PREVIOUSLY DESCRIBED IN THIS CHAPTER

â&#x2013; .OTE 4ERM SETS CAN GET VERY LARGE SO 3HARE0OINT HAS A SEARCH FUNCTION BUILT IN FOR QUERYING THEM TO FIND AN EXACT NODE IN THE HIERARCHY 4HIS CAN BE USEFUL WHEN ADDITIONAL TERMS NEED TO BE ADDED

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#USTOM 2ANKING !S PREVIOUSLY MENTIONED EVERY ORGANIZATION HAS A DIFFERENT SET OF TERMS USED TO DESCRIBE THE THEMES AND CONCEPTS THAT MAKES THE ORGANIZATION UNIQUE AND SUCCESSFUL 4HIS TERM UNIQUENESS COMBINED WITH A NUMBER OF OTHER FACTORS INCLUDING BUSINESS PROCESS USER BIAS LANGUAGE AND PURPOSE MEANS THAT EVEN THE MOST CLEVER AND COMPLEX RANKING ALGORITHM WILL NOT WORK FOR ALL QUERIES IN ALL CASES )N SOME CASES IT MAY BE DESIRABLE TO ADJUST THE RANKING ALGORITHM TO SLIGHTLY CHANGE THE WAY THAT DOCUMENTS ARE ARRANGED IN A RESULT SET

"UILT )N -ODELS 'ENERALLY SPEAKING THE DEFAULT SEARCH ALGORITHM IS THE BEST COMPROMISE -ICROSOFT HAS INVESTED HEAVILY IN IMPROVING AND TESTING THE DEFAULT RANKING ALGORITHM 4HE DEFAULT ALGORITHMS ALSO HAVE THE ADVANTAGE THAT DISTANCE MINIMUM SPAN AND DOCUMENT LENGTH CONSIDERATIONS ARE INCLUDED AND CANNOT BE MODIFIED IN THE CUSTOM MODELS "UT SHOULD A CLEAR NEED FOR A DIFFERENT RANKING MODEL BE IDENTIFIED IT IS POSSIBLE TO CHANGE THE RANKING ALGORITHM )T IS MOST LIKELY THAT A METADATA RICH ENVIRONMENT WITH EXTRAORDINARY IMPORTANCE FOR PARTICULAR PROPERTIES WILL DRIVE THE USE OF A CUSTOM RANKING MODEL /UT OF THE BOX 3HARE0OINT 3EARCH CONTAINS THE FOLLOWING RANKING ALGORITHMS THAT CAN BE USED WITHOUT ANY ADJUSTMENT

$EFAULT RANKING MODEL -AIN 2ESULTS $EFAULT

%XPERTISE 3OCIAL $ISTANCE RANKING MODEL

(IGH 0ROXIMITY RANKING

-AIN 0EOPLE 3OCIAL $ISTANCE

%XPERTISE MODEL

.AME 3OCIAL $ISTANCE

.AME MODEL

-AIN 0EOPLE MODEL

.O 0ROXIMITY RANKING

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

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4O GET A LIST OF THESE DEFAULT MODELS AND THEIR '5)$S OPEN THE 3HARE0OINT -ANAGEMENT 3HELL AND CALL THE FOLLOWING 0OWER3HELL CMDLET &IGURE 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] k 6Tc B?4]cTa_aXbTBTPaRWAP]ZX]V<^ST[

&IGURE #ALLING THE BUILT IN RANKING MODELS AND THEIR '5)$S 4HESE BUILT IN ALTERNATIVE RANKING MODELS CANNOT BE MODIFIED (OWEVER WE CAN SEE THEIR EFFECT ON THE SEARCH RESULTS BY SIMPLY ADDING THE a\ PARAMETER AND THE '5)$ OF THE RANKING MODEL TO THE 52, OF THE SEARCH RESULTS PAGE &OR EXAMPLE THE QUERY FOR 3HARE0OINT ON OUR DEMO SITE WITH THE .O 0ROXIMITY RANKING MODEL WOULD HAVE THE 52, Wcc_) ST\^ _a^bWPaT_^X]cbTPaRW R^\ BTPaRW aTbd[cb Pb_g.Z,bWPaT_^X]c a\,SU"R"R$ Q# U #RQR (Q P R"Q TS# S#U WHERE Z IS THE QUERY TERM AND a\ IS THE )$ OF THE RANKING MODEL 4HIS TECHNIQUE IS USEFUL FOR TESTING CHANGES TO THE RANKING MODEL BUT NOT PRACTICAL FOR PRODUCTION IMPLEMENTATIONS )N SUCH CASES THE 7EB 0ART SHOULD BE SET TO USE THAT CUSTOM MODEL 3EE &IGURE

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&IGURE 4HE .O 0ROXIMITY RANKING MODEL APPLIED USING THE a\ PARAMETER IN THE 52,

#USTOM -ODELS 3HARE0OINT ADMINISTRATORS CAN ALSO CREATE THEIR OWN RANKING MODELS 4HESE RANKING MODELS ARE DEFINED IN AN 8-, FILE THAT CAN BE ADDED TO A NEW RANKING MODEL CREATED IN 3HARE0OINT BY A 0OWER3HELL COMMAND 4HE 8-, DESCRIPTOR WILL APPLY A WEIGHTED AVERAGE OF THE VALUES THAT ARE SET IN IT TO THE RANKING SCHEME ,ISTING SHOWS THE SAMPLE 8-, DESCRIPTOR ,ISTING 4HE SAMPLE 8-, DESCRIPTOR +aP]ZX]V<^ST[ ]P\T, bcaX]V XS, 6D83 STbRaX_cX^], bcaX]V g\[]b, Wcc_) bRWT\Pb \XRa^b^Uc R^\ ^UUXRT ! ( aP]ZX]V<^ST[ - +`dTah3T_T]ST]c5TPcdaTb- +`dTah3T_T]ST]c5TPcdaT _XS, ?83 ]P\T, bcaX]V fTXVWc, fTXVWcEP[dT

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[T]VcW=â\P[XiPcX^], [T]VcW=â\P[XiPcX^]BTccX]V - + `dTah3T_T]ST]c5TPcdaTb- +`dTah8]ST_T]ST]c5TPcdaTb- +RPcTVâh5TPcdaT _XS, ?83 STUPd[c, STUPd[cEP[dT ]P\T, bcaX]V - +RPcTVâh eP[dT, RPcTVâhEP[dT ]P\T, bcaX]V fTXVWc, fTXVWcEP[dT - + RPcTVâh5TPcdaT- +[P]VdPVT5TPcdaT _XS, ?83 ]P\T, bcaX]V STUPd[c, STUPd[cEP[dT fTXVWc, fTXVWcEP[dT - +`dTah8]ST_T]ST]c5TPcdaT _XS, ?83 ]P\T, bcaX]V STUPd[c, STUPd[cEP[dT fTXVWc, fTXVWcEP[dT - +caP]bUâ\APcX^]P[ Z, eP[dT - +caP]bUâ\8]eAPcX^]P[ Z, eP[dT - +caP]bUâ\;X]TPa \Pg, \PgEP[dT - + `dTah8]ST_T]ST]c5TPcdaT- + `dTah8]ST_T]ST]c5TPcdaTb- + aP]ZX]V<^ST[- 4HIS CODE IS BROKEN INTO THE FOLLOWING v

1UERY DEPENDENT FEATURES 4HIS ELEMENT CONTAINS MANAGED PROPERTIES THAT AFFECT DYNAMIC RANKING 4HIS ELEMENT CONTAINS A 0ROPERTY )$ 0)$ THAT CAN BE EXTRACTED FROM THE MANAGED PROPERTY LIST USING 0OWER3HELL THE NAME OF THE PROPERTY OPTIONAL A WEIGHT VALUE TO APPLY TO THE RANKING CALCULATION AND AN OPTIONAL LENGTH NORMALIZATION SETTING

1UERY INDEPENDENT FEATURES 4HIS ELEMENT CONTAINS ADJUSTMENT TO STATIC RANKING VALUES v

#ATEGORY FEATURES 4HIS ELEMENT CONTAINS THE 0ROPERTY )$ PROPERTY NAME OPTIONAL AND DEFAULT VALUE 4HIS ADJUSTMENT IS FOR PROPERTIES THAT HAVE STATIC VALUES ASSOCIATED WITH THE DOCUMENT AND ARE SMALL ENUMERABLE INTEGERS

,ANGUAGE FEATURES 4HIS ELEMENT CONTAINS THE 0ROPERTY )$ NAME OPTIONAL DEFAULT VALUE AND WEIGHT VALUE 4HE DEFAULT VALUE IS EITHER OR WHERE IS THE SAME AS THE USER S LOCALE )$ REGIONAL SETTING AND IS NOT THE SAME

1UERY INDEPENDENT FEATURE 4HIS ELEMENT REQUIRES AT LEAST ONE OF THE FOLLOWING

caP]bU^a\APcX^]P[

caP]bU^a\8]eAPcX^]P[

caP]bU^a\;X]TPa

caP]bU^a\;^VPaXcW\XR

â&#x2013; .OTE 3EE Wcc_) \bS] \XRa^b^Uc R^\ T] db [XQaPah TT$$'&(" Pb_g FOR MORE INFORMATION

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

4O SET THE RANKING MODEL ON THE SEARCH CENTER THE CORE RESULTS 7EB 0ART NEEDS TO BE CHANGED OR A CUSTOM 7EB 0ART CREATED THAT CALLS THE '5)$ OF THE DESIRED RANKING MODEL 5SE THE FOLLOWING 0OWER3HELL CMDLET TO GET THE )$S OF MANAGED METADATA PROPERTIES 3EE &IGURE 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] k 6Tc B?4]cTa_aXbTBTPaRW<TcPSPcP<P]PVTS?a^_Tach

&IGURE 4HE LIST OF MANAGED METADATA PROPERTIES AND THEIR 0)$S !DD THE 0)$S AND THE RANKING ADJUSTMENTS TO THE @dTah3T_T]ST]c5TPcdaT ELEMENT OF THE 8-, AS IN THE FOLLOWING EXAMPLE +`dTah3T_T]ST]c5TPcdaT _XS, $% ]P\T, 5X[T]P\T fTXVWc, $ [T]VcW=â\P[XiPcX^], - 4HE [T]VcW=â\P[XiPcX^] PARAMETER ALLOWS FOR CONSIDERATION OF DOCUMENT LENGTH WHEN CONSIDERING A PARTICULAR TEXT VALUE )N THE CASE OF MANAGED METADATA VALUES THE NEED FOR LENGTH NORMALIZATION IS PROBABLY LOW BECAUSE MULTIPLE OCCURRENCES OF THE TERMS ARE LESS LIKELY IN LONG OR SHORT DOCUMENTS ;T]VcW=â\P[XiPcX^] SHOULD TAKE A VALUE BETWEEN AND WHERE IS NO LENGTH NORMALIZATION AND IS MAXIMUM CONSIDERATION

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

4HE fTXVWc PARAMETER TAKES A VALUE 4HERE IS NO CLEAR INDICATION AS TO WHAT VALUE IT SHOULD TAKE TO INCREASE OR DECREASE RELATIVE RANKING AS THE OTHER RANKING WEIGHTS ARE NOT AVAILABLE TO COMPARE ! GUIDELINE FOR WEIGHTING WILL BE SOMEWHERE BETWEEN A WEIGHT VALUE OF WHICH IS WHAT OCCURRENCES IN THE BODY TEXT ARE GIVEN BY DEFAULT AND WHICH IS WHAT OCCURRENCES IN A TITLE PROPERTY ARE GIVEN )T IS RECOMMENDED THAT SEVERAL ROUNDS OF TESTING BE TAKEN BEFORE DECIDING ON THE BEST VALUE !FTER THE PROPER RANKING VALUES HAVE BEEN APPLIED A NEW RANKING MODEL NEEDS TO BE CREATED BASED ON THE 8-, 4HE 8-, MUST BE APPLIED AS A STRING WHEN CREATING OR SETTING THE NEW RANKING MODEL 4O CREATE A NEW RANKING MODEL OPEN THE 3HARE0OINT -ANAGEMENT 3HELL AND CALL THE FOLLOWING 0OWER3HELL CMDLET 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] k =Tf B?4]cTa_aXbTBTPaRWAP]ZX]V<^ST[ ~aP]ZX]V\^ST[g\[ jcWT T]cXaT g\[ bcaX]V fXcW b_PRTb aT\êTSl (OWEVER IT IS BETTER TO CREATE A A _b FILE WITH THE COMMAND AND THEN RUN IT FROM THE COMMAND PROMPT SO THAT IT CAN BE MORE EASILY EDITED AND RE USED #REATE A TEXT FILE AND ADD THE FOREGOING INTO THE TEXT FILE 4HEN SAVE IT AS 2dbc^\AP]ZX]V _b $RAG THAT FILE INTO THE 0OWER3HELL CONSOLE ,ISTING IS AN EXAMPLE RANKING MODEL )T IS ONLY AN EXAMPLE AND HAS NO USEFUL RANKING AFFECT ! '5)$ IS NEEDED 4HERE ARE SEVERAL WAYS TO GENERATE A '5)$Â&#x2C6;THERE ARE EVEN WEB SITES AVAILABLE TO GENERATE ONE IF NECESSARY 7HEN CREATING A CUSTOM RANKING MAKE SURE THE 0)$S MATCH THE ACTUAL PROPERTY VALUES ,ISTING !N EXAMPLE RANKING MODEL +.g\[ eTabX^], T]R^SX]V, dcU ' .- +aP]ZX]V<^ST[ ]P\T, ?a^ BWPaT?^X]c AP]ZX]V XS, 3$ 13 !3 !54# #& ! (35 " 03#"!02!0 STbRaX_cX^] , ?a^ BWPaT?^X]c AP]ZX]V <^ST[ g\[]b, Wcc_) bRWT\Pb \XRa^bÛc R^\ ÛUXRT ! ( aP]ZX]V<^ST[ - +`dTah3T_T]ST]c5TPcdaTb- +`dTah3T_T]ST]c5TPcdaT ]P\T, CXc[T _XS, ! fTXVWc, [T]VcW=â\P[XiPcX^], - +`dTah3T_T]ST]c5TPcdaT ]P\T, :ThfâSb _XS, "$% fTXVWc, [T]VcW=â\P[XiPcX^], $ - +`dTah3T_T]ST]c5TPcdaT ]P\T, 3TbRaX_cX^] _XS, % fTXVWc, [T]VcW=â\P[XiPcX^], $ - +`dTah3T_T]ST]c5TPcdaT ]P\T, BcPcdb _XS, "$( fTXVWc, [T]VcW=â\P[XiPcX^], ! - + `dTah3T_T]ST]c5TPcdaTb- +`dTah8]ST_T]ST]c5TPcdaTb- +`dTah8]ST_T]ST]c5TPcdaT ]P\T, 3XbcP]RT5a^\0dcWâXch _XS, (% STUPd[c, $ fTXVWc, - +caP]bUâ\8]eAPcX^]P[ Z, "$(!###&" - + `dTah8]ST_T]ST]c5TPcdaT- +`dTah8]ST_T]ST]c5TPcdaT ]P\T, DA;ST_cW _XS, " " STUPd[c, " fTXVWc, - +caP]bUâ\APcX^]P[ Z, ! & '%'$$' - + `dTah8]ST_T]ST]c5TPcdaT-

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

+`dTah8]ST_T]ST]c5TPcdaT ]P\T, 3^Rd\T]c?^_d[PaXch _XS, " % STUPd[c, fTXVWc, - +caP]bUâ\APcX^]P[ Z, ! & '%'$$' - + `dTah8]ST_T]ST]c5TPcdaT- +`dTah8]ST_T]ST]c5TPcdaT ]P\T, 3^Rd\T]cD]_^_d[PaXch _XS, " & STUPd[c, fTXVWc, - +caP]bUâ\APcX^]P[ Z, ! & '%'$$' - + `dTah8]ST_T]ST]c5TPcdaT- +RPcTVâh5TPcdaT ]P\T, ?aXâXch _XS, "#& STUPd[c, - +RPcTVâh ]P\T, ;^f eP[dT, " fTXVWc, !$ - +RPcTVâh ]P\T, <TSXd\ eP[dT, ! fTXVWc, $ - +RPcTVâh ]P\T, 7XVW eP[dT, fTXVWc, - + RPcTVâh5TPcdaT- +[P]VdPVT5TPcdaT ]P\T, ;P]VdPVT _XS, $ STUPd[c, fTXVWc, - + `dTah8]ST_T]ST]c5TPcdaTb- + aP]ZX]V<^ST[-

3ETTING THE 2ESULTS 7EBPART TO 5SE #USTOM 2ANKING -ODELS .OW THAT THERE IS A CUSTOM RANKING MODEL AND IT HAS BEEN TESTED USING THE a\ PARAMETER AND APPEARS TO BE RANKING AS DESIRED THE CORE RESULT 7EB 0ART OR A CUSTOM RESULTS 7EB 0ART NEEDS TO BE SET TO ALWAYS OBEY THAT RANKING MODEL 4O DO THIS THE 7EB 0ART NEEDS TO BE EXPORTED MODIFIED AND IMPORTED BACK INTO THE SITE 4HE 3TUPd[cAP]ZX]V<^ST[83 PROPERTY MUST BE APPLIED TO THE 7EB 0ART WITH THE '5)$ OF THE CUSTOM RANKING MODEL BECAUSE THERE IS NO EXPOSED SETTING IN THE %DIT 7EB 0ART PANE 4O ADD THIS PROPERTY TO THE fTQ_Pac FILE FOLLOW THESE STEPS

&IND THE RESULTS PAGE WHERE THE 7EB 0ART THAT WILL BE MODIFIED RESIDES #LICK 3ITE !CTIONS %DIT 0AGE

/N THE RESULTS 7EB 0ART CHOOSE THE 7EB 0ART EDIT MENU AND CHOOSE %XPORT 3EE &IGURE

&IGURE %XPORT 7EB 0ART

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

3AVE THE 7EB 0ART TO YOUR DRIVE AND OPEN IT IN A TEXT EDITOR

&IND THE 3TUPd[cAP]ZX]V<^ST[83 PROPERTY

/PEN THE 3HARE0OINT -ANAGEMENT 3HELL AND CALL THE FOLLOWING 0OWER3HELL CMDLET TO FIND THE '5)$ OF YOUR CUSTOM RANKING MODEL 6Tc B?4]cTa_aXbTBTPaRWBTaeXRT0__[XRPcX^] k 6Tc B?4]cTa_aXbTBTPaRWAP]ZX]V<^ST[

#OPY THE '5)$ INTO THE 3TUPd[cAP]ZX]V<^ST[83 PROPERTY ON THE 7EB 0ART -AKE SURE THE PROPERTY TAG IS PROPERLY CLOSED +_a^_Tach ]P\T, 3TUPd[cAP]ZX]V<^ST[83 ch_T, bcaX]V -'U%US QR %U #"RU QQPQ 'R"&&T '"U#+ _a^_Tach-

'O BACK TO THE RESULTS PAGE AND DELETE THE EXISTING 7EB 0ART

#HOOSE !DD 7EB 0ART ON THE 7EB 0ART IN THE 7EB 0ART ZONE WHERE THE PREVIOUS 7EB 0ART WAS

5NDER THE CATEGORIES SECTION THERE SHOULD BE AN 5PLOAD 7EB 0ART BUTTON #LICK IT AND UPLOAD YOUR MODIFIED 7EB 0ART 3EE &IGURE

&IGURE 5PLOAD THE MODIFIED 7EB 0ART #HOOSE !DD 7EB 0ART AGAIN AND ADD THE NEW 7EB 0ART 0UBLISH THE PAGE .OW THE RESULTS SHOULD REFLECT THE NEW CUSTOM RANKING )F THERE IS MORE THAN ONE RESULT 7EB 0ART ON THE PAGE ALL RESULTS 7EB 0ARTS WILL DISPLAY RANKING BASED ON THE MODEL FOUND IN THE FIRST RESULTS 7EB 0ART ON THE PAGE

#(!04%2 â&#x2013; 2%,%6!.#9 !.$ 2%0/24).'

3UMMARY )N THIS CHAPTER WE LOOKED AT GENERIC CONCEPTS OF SEARCH ENGINE RELEVANCY AND HOW THEY CAN HELP US TO UNDERSTAND AND EVENTUALLY IMPROVE 3HARE0OINT 3EARCH 7E ALSO WENT OVER SOME CONCEPTS ABOUT HOW TERMS ARE MATCHED WITH DOCUMENTS IN A COLLABORATION PORTAL 4HE REPORTING FEATURES OF 3HARE0OINT WERE OUTLINED AND SOME SUGGESTIONS ON HOW ADMINISTRATORS CAN USE THESE FEATURES WERE GIVEN )N ADDITION A NUMBER OF BUILT IN SEARCH ENHANCEMENT FEATURES SUCH AS SETTING AUTHORITATIVE PAGES REMOVING UNWANTED RESULTS ADDING STOP WORDS AND SYNONYMS CREATING CUSTOM DICTIONARIES UTILIZING THE ]^X]STg CLASS AND TAGGING DOCUMENTS WERE COVERED !LSO THE -ANAGED -ETADATA SERVICE WAS OUTLINED !LTHOUGH THIS SERVICE IS NOT ONLY SEARCH FOCUSED ITS PROPER USE CAN IMPROVE CONTENT AND MAKE SEARCH FUNCTION MUCH BETTER !DDITIONALLY A SMALL 5) TWEAK TO ADD THE RATINGS COLUMN TO SEARCH WAS GIVEN AS AN EXAMPLE OF HOW SEARCH CAN BE FURTHER INTEGRATED INTO 3HARE0OINT S EXTENDED FEATURES &INALLY CUSTOM RANKING MODELS WERE DESCRIBED AND INSTRUCTIONS GIVEN ON HOW TO CREATE AND APPLY A CUSTOM MODEL

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

2ELEVANCY &OR INFORMATION ON THE MATH BEHIND BASE SEARCH RANKING ALGORITHMS SEE Wcc_) T] fXZX_TSXP ^aV fXZX >ZP_XN1<!$ &OR -ICROSOFT S NEURAL NETWORK RANKING ALGORITHM PATENT SEE fff UaTT_PcT]cb^][X]T R^\ &'# $%( Wc\[ &OR FURTHER READING ON (EAPS ,AW SEE Wcc_) T] fXZX_TSXP ^aV fXZX 7TP_b N[Pf

2EPORTING &OR INFORMATION ON REPORTING AND HEALTH MONITORING IN 3HARE0OINT SEE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah TT%' #'( Pb_g

4UNING 3EARCH &OR HOW TO CONFIGURE AUTHORITATIVE PAGES STOP WORD FILES THE THESAURUS AND CUSTOM DICTIONARIES SEE Wcc_) cTRW]Tc \XRa^b^Uc R^\ T] db [XQaPah RR!%!&(% Pb_g

#USTOM 2ANKING &OR -3$. GUIDANCE ON CUSTOM RANKING MODELS AND THE EXAMPLE SCHEMA SEE Wcc_) \bS] \XRa^b^Uc R^\ T] db [XQaPah TT$$'&(" Pb_g !LTHOUGH THIS -3$. BLOG POST BY h+UNDUv IS SOMEWHAT DATED THE PRINCIPLES STILL APPLY TO 3HARE0OINT AND CAN GIVE SOME INSIGHT INTO ADJUSTING CUSTOM RANKING Wcc_) Q[^Vb \bS] R^\ Q Zd]Sdc PaRWXeT ! ( $ aT[TeP]RT X] bWPaT_^X]c bTPaRW Pb_g

C H A P T E R 11

â&#x2013; â&#x2013; â&#x2013;

Search Extensions !FTER COMPLETING THIS CHAPTER YOU WILL BE ABLE TO v

0LAN FOR EXTENDING 303 3EARCH THROUGH FREE AND PURCHASABLE THIRD PARTY ADDITIONS

2ECOGNIZE LIMITATIONS OF 303 RESOLVED BY THIRD PARTY ADDITIONS

.AVIGATE THE MARKETPLACE OF 3HARE0OINT SOLUTION VENDORS

!SSES THE NEED FOR ADDITIONAL SEARCH WEB PARTS DOCUMENT VISUALIZATION AND AUTOMATIC CLASSIFICATION

$ETERMINE IF A REPLACEMENT FOR THE 3HARE0OINT SEARCH ENGINE IS NECESSARY

"UDGET FOR THE RELATIVE COST OF THIRD PARTY ADDITIONS

4HUS FAR THIS BOOK HAS FOCUSED ON HOW TO GET THE MOST OUT OF SEARCH IN 3HARE0OINT WITH IN HOUSE RESOURCES )T HAS FOCUSED ON SETUP USE CONFIGURATION CUSTOMIZATION AND BASIC CUSTOM DEVELOPMENT 7HILE THESE ARE THE VITAL COMPONENTS OF WORKING WITH SEARCH IN 3HARE0OINT IT SHOULD BE RECOGNIZED THAT LIKE ALL SOFTWARE THE PLATFORM IS NOT WITHOUT ITS LIMITATIONS -ANY 3HARE0OINT DEPLOYMENTS WILL REQUIRE FUNCTIONALITY BEYOND THAT SUPPORTED BY THE BASIC PLATFORM )N SOME CASES IT MAY BE PRUDENT TO BEGIN DEVELOPMENT OF CUSTOM SOLUTIONS TO MEET BUSINESS NEEDS $EPENDING ON THE NEEDS HOWEVER CUSTOM DEVELOPMENT MAY BE FOUND TO BE TOO EXPENSIVE TIME CONSUMING RISKY OR EVEN IMPOSSIBLE )N THESE SITUATIONS IT MAY BE NECESSARY TO TURN TO EXTERNAL RESOURCES 4HIS CHAPTER EXPLORES THE LIMITATIONS OF 3HARE0OINT AND THE MOST POPULAR FUNCTIONS THAT ARE ADDED TO THE PLATFORM TO OFFSET THOSE LIMITATIONS )T EXPLORES THE BUSINESS NEEDS THAT MAY REQUIRE ADD ON SOLUTIONS 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 SEARCH ENGINE SUCH AS &!34 3EARCH 3ERVER FOR 3HARE0OINT 3HARE0OINT &!34 OR THE 'OOGLE 3EARCH !PPLIANCE SHOULD BE CONSIDERED 4HE CONCEPTS IN THIS CHAPTER ARE DESIGNED TO BE SURFACE LEVEL OVERVIEWS OF THE AVAILABLE OPTIONS BUT DO NOT GO INTO DEEP LEVEL DETAIL 4HERE ARE MANY RESOURCES AVAILABLE THAT ARE DEDICATED TO EACH SOLUTION MENTIONED AND THIS CHAPTER SHOULD BE TREATED AS A GUIDE FOR WHEN TO SEEK OUT THOSE RESOURCES

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

%XTENDING 3EARCH "EYOND )N (OUSE $EVELOPMENT -ICROSOFT HAS AN EXTENSIVE NETWORK OF PARTNERS CONSULTANTS DEVELOPERS AND SOFTWARE VENDORS THAT SUPPORT 3HARE0OINT )N THE SUMMER OF JUST AFTER THE RELEASE OF 3HARE0OINT -ICROSOFT RELEASED THAT IT HAD PARTNERS WORLDWIDE SUPPORTING ITS VAST ARRAY OF SOFTWARE &URTHERMORE OF -ICROSOFT REVENUE AT THAT TIME STEMMED FROM PARTNERS )T IS SAFE TO ASSUME THAT NO MATTER THE FEATURE NEEDS OF A COMPANY THERE IS PROBABLY A -ICROSOFT PARTNER AVAILABLE THAT CAN ASSIST TO CUSTOM DEVELOP OR SELL A PRE DEVELOPED SOLUTION TO MEET THE REQUIREMENTS -OST THIRD PARTY ENHANCEMENTS ARE EITHER SOLUTIONS THAT MEET BACK END NEEDS BEYOND THE USER INTERFACE OR USER SIDE FEATURES SUCH AS 7EB 0ARTS 4O REVIEW 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 4HESE BUILDING BLOCKS PROVIDE ALL THE INDIVIDUAL BITS OF FUNCTIONALITY USERS MAY EXPERIENCE WITHIN A 3HARE0OINT ENVIRONMENT 3HARE0OINT COMES WITH OVER 7EB 0ARTS TO MEET THE DYNAMIC NEEDS OF ORGANIZATIONS BUT IT WOULD BE IMPOSSIBLE FOR -ICROSOFT TO INCLUDE 7EB 0ARTS IN 3HARE0OINT THAT MEET EVERY FEATURE NEED FOR EVERY ORGANIZATION USING THE PLATFORM 7HEN SEARCH USER FEATURES BEYOND THOSE INCLUDED WITH THE PLATFORM ARE REQUIRED hCUSTOM SEARCHv 7EB 0ARTS ARE NEEDED #USTOM 7EB 0ARTS CAN RANGE FROM ADAPTATIONS OF EXISTING 7EB 0ARTS TO MEET NEW BUSINESS REQUIREMENTS TO COMPLETELY ORIGINAL 7EB 0ARTS THAT ARE BUILT FROM SCRATCH 3INCE THE USER EXPERIENCE IN 3HARE0OINT FLOWS THROUGH 7EB 0ARTS APPLICATION PAGES AND !30 .%4 CONTROLS ALL ADD ON SOLUTIONS WILL CONTAIN SOME COMBINATION OF CUSTOM 7EB 0ARTS 4HERE ARE HOWEVER SPECIFIC POINT SOLUTIONS BUILT TO ADD ONE OR MORE 7EB 0ARTS TO MEET SPECIFIC FEATURE NEEDS 4HESE RANGE FROM FREE OPEN SOURCE PROJECTS FROM SITES SUCH AS #ODE0LEX INDIVIDUAL PURCHASABLE 7EB 0ARTS SUCH AS THOSE OFFERED BY "AMBOO 3OLUTIONS TO BROADER PACKAGES OF 7EB 0ARTS SUCH AS THOSE OFFERED BY 3URF2AY S /NTOLICA 3EARCH PRODUCT )N ADDITION TO CUSTOM 7EB 0ARTS THAT CATER DIRECTLY TO USER FUNCTIONALITY THERE ARE MANY OTHER SOLUTIONS AVAILABLE THAT CATER TO BACK END NEEDS 4HESE NEEDS MAY RANGE FROM BETTER METADATA TAGGING AND IMPROVED TAXONOMY TO MORE INDEX AND CRAWLER FOCUSED SOLUTIONS SUCH AS I&ILTERS AND CONNECTORS !LTHOUGH PORTIONS OF THESE SOLUTIONS ARE COMPOSED OF 7EB 0ARTS THEY ALSO TIE INTO THE UNDERLYING ARCHITECTURE AND LAYERS OF 3HARE0OINT THAT THE USER DOES NOT INTERFACE WITH DIRECTLY 4HEY NONETHELESS GREATLY AFFECT HOW USERS INTERACT WITH CONTENT AND NAVIGATE 3HARE0OINT

#ODE0LEX AND /PEN 3OURCE 7HEN FACED WITH A NEED BEYOND THE OUT OF THE BOX CAPABILITIES OF A PLATFORM IT IS COMMON TO LOOK TO OPEN SOURCE SOLUTIONS /PEN SOURCE SOFTWARE IS THAT WHICH PROVIDES THE END PRODUCT S SOURCE MATERIALS 'ENERALLY OPEN SOURCE SOFTWARE IS PROVIDED AT NO COST IN THE PUBLIC DOMAIN LEADING TO ITS ATTRACTIVENESS AS A FIRST STEP FOR ENHANCEMENTS #ODE0LEX IS -ICROSOFT S OPEN SOURCE PROJECT HOSTING WEB SITE 4HE SITE PROVIDES A MEDIUM FOR PEOPLE TO REQUEST PROJECTS TO BE MADE BY INDEPENDENT DEVELOPERS SHARE THEIR OWN DEVELOPMENTS WITH THE PUBLIC FIND SOLUTIONS ALREADY IN THE WORKS AND DOWNLOAD SOLUTIONS MADE BY OTHER PEOPLE 4HE BEST PART ABOUT #ODE0LEX IS THAT ALL OF THE SOLUTIONS AND DOWNLOADS ARE FREE #ODE0LEX BRINGS TOGETHER PROGRAMMING HOBBYISTS PROFESSIONAL DEVELOPERS WHO WANT TO SHARE THEIR SKILLS AND THOSE NEW TO -ICROSOFT TECHNOLOGIES WITH A PROBLEM TO SOLVE 4HE SITE PROVIDES A MEDIUM FOR THESE PEOPLE TO COLLABORATE ON PROJECTS AND DISTRIBUTE THEIR WORK AT NO COST 4HERE IS A VAST RANGE OF PROJECTS HOSTED THROUGH #ODE0LEX AND THE NUMBER IS CONSTANTLY GROWING !T THE END OF #ODE0LEX WAS HOSTING NEARLY OPEN SOURCE PROJECTS FOR THE -ICROSOFT COMMUNITY 0ROJECTS ARE USUALLY DRIVEN BY A NEED TO ADD POINT SOLUTIONS TO -ICROSOFT TECHNOLOGIES PRIOR TO THE NEED BEING ADDRESSED BY -ICROSOFT &OR EXAMPLE -/33 DID NOT INCLUDE A SEARCH REFINEMENT

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

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

7EB 0ART 3INCE THE ABILITY TO REFINE SEARCH RESULTS BY MANAGED PROPERTIES WAS COMMON TO MANY OTHER SEARCH TECHNOLOGIES AND WIDELY POPULAR ON WEB SITES USERS BEGAN REQUESTING THE FEATURE MORE AND MORE %ITHER BY REQUEST OR ON THEIR OWN SOMEONE BEGAN WORKING ON A SEARCH REFINEMENT SOLUTION FOR -/33 TO MEET THIS NEED 4HE FIRST RELEASE VERSION OF THIS -/33 &ACETED 3EARCH 7EB 0ART WAS IN 3EPTEMBER AND IT WAS DOWNLOADED SEVERAL HUNDRED TIMES /VER THE COURSE OF THE NEXT SEVERAL MONTHS THE SOLUTION RECEIVED SEVERAL UPDATES FIXING BUGS SUCH AS SECURITY POLICY ISSUES AND 8-, FORMATTING )N EARLY THE PROGRAMMER RELEASED VERSION OF THE -/33 &ACETED 3EARCH 7EB 0ART BROUGHT MANY MAJOR FIXES TO THE 7EB 0ART AND EXTENDED ITS FEATURES "UGS SUCH AS MALFORMED QUERIES SECURITY ENHANCEMENTS AND DISAPPEARING FUNCTIONS WERE ADDRESSED .EW FEATURES SUCH AS MULTI THREAD PROCESSING FACET ICONS AND THE ABILITY TO EXCLUDE CERTAIN FACETS WERE ADDED )N ADDITION TO THE 7EB 0ART VERSION INCLUDED GUIDES TO CONFIGURATION AND STYLING 4HE SOLUTION BECAME INCREASINGLY POPULAR WITH OVER DOWNLOADS 6ERSION WAS RELEASED IN *ULY ABOUT SIX MONTHS AFTER VERSION )T WAS TITLED TO BE THE FIRST %NTERPRISE RELEASE WITH CONTINUED BUG FIXES AND THE NEW ABILITY TO BE INTEGRATED WITH THE %NTERPRISE ,IBRARY SUPPORT FOR ADVANCED SEARCH SUPPORT FOR LANGUAGE REFINEMENTS ENHANCED ERROR VISUALIZATION AND SUPPORT FOR h/2v QUERIES )N *ANUARY THE 7EB 0ART AUTHOR UPLOADED VERSION OF THE SOLUTION BUT UNFORTUNATELY THE SOLUTION WAS NOT COMPLETE ! YEAR LATER VERSION OF THE SOLUTION HAD STILL NOT BEEN FIXED AND THE DOWNLOAD WAS EVENTUALLY ROLLED BACK TO VERSION 4HE DEVELOPMENT HISTORY PROVIDES A PERFECT EXAMPLE OF A PROJECT LIFE CYCLE FOR A #ODE0LEX PROJECT )T BRINGS TO LIGHT THE BENEFITS AND CONCERNS FOR USING OPEN SOURCE SOLUTIONS 4HE SOLUTION WAS AND STILL IS FREE TO ANYONE WHO WOULD LIKE TO USE IT /RGANIZATIONS THAT EXPERIENCED SUCCESSFUL BUG FREE DEPLOYMENTS OF THE 7EB 0ART HAD A CHANCE TO BENEFIT FROM A SEARCH NAVIGATION FEATURE THAT WAS NOT INCLUDED WITH 3HARE0OINT UNTIL THE RELEASE OF 3HARE0OINT $EVELOPMENT OF THE SOFTWARE WAS TAKEN CARE OF FOR THEM AT NO COST AND THEY ONLY NEEDED TO ALLOCATE RESOURCES FOR ITS INSTALLATION AND CONFIGURATION /RGANIZATIONS THAT IMPLEMENTED ONE OF THE EARLIER RELEASES OF THE -/33 &ACETED 3EARCH 7EB 0ART NEEDED TO BE MINDFUL OF SEVERAL BUGS IN THE SOFTWARE 3INCE THE SOLUTIONS AVAILABLE ON #ODE0LEX ARE OPEN SOURCE ORGANIZATIONS THAT EXPERIENCED PROBLEMS WITH THE 7EB 0ART COULD NOT HOLD THE DEVELOPER ACCOUNTABLE FOR RESOLVING ISSUES 4HEY COULD REPORT BUGS IN THE REVIEW SECTION OR MESSAGE THE AUTHOR THROUGH THE WEB SITE S MESSAGING SYSTEM BUT DID NOT HAVE A GUARANTEE FOR ACTION !S WAS SEEN WITH THE RELEASE CONTINUED DEVELOPMENT OF #ODE0LEX PROJECTS IS NOT GUARANTEED AND ORGANIZATIONS NEED TO BE CAUTIOUS OF THE SOFTWARE AND VERSION DOWNLOADED &OR SOME ORGANIZATIONS USING OPEN SOURCE SOFTWARE AVAILABLE THROUGH #ODE0LEX IS THE BEST SOLUTION TO CUSTOM DEVELOPMENT NEEDS 'ENERALLY ORGANIZATIONS THAT MEET THIS PROFILE HAVE DEVELOPMENT RESOURCES IN HOUSE AND USE OPEN SOURCE SOLUTIONS AS A JUMPSTART TO IN HOUSE DEVELOPMENT 7HEN PROPERLY LEVERAGED SOME DEVELOPERS CAN BUILD ON OPEN SOURCE SOFTWARE AND USE IT TO JUMP STRAIGHT INTO THE MORE ADVANCED STAGES OF DEVELOPMENT 4HIS IS A COMMON PRACTICE FOR CONSULTANTS AND SYSTEM INTEGRATORS WITH LIMITED SOLUTION DEVELOPMENT TIME LINES #OMPANIES MAY ALSO NOT HAVE BUDGETS ALLOCATED TO SOFTWARE PURCHASES BEYOND THE BASE 3HARE0OINT PLATFORM 4HESE COMPANIES CAN LEVERAGE #ODE0LEX PROJECTS TO ENHANCE THEIR ENVIRONMENT WITHOUT ADDITIONAL SOFTWARE COSTS

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

'ETTING THE -OST /UT OF 9OUR /PEN 3OURCE 0RODUCTS )T IS IMPORTANT TO FOLLOW A FEW BEST PRACTICES WHEN USING ANY OPEN SOURCE SOLUTION INCLUDING THOSE AVAILABLE ON #ODE0LEX -OST IMPORTANTLY NEVER INSTALL OPEN SOURCE SOLUTIONS DIRECTLY INTO A LIVE PRODUCTION ENVIRONMENT 7HILE IT IS NEVER RECOMMENDED TO TEST SOFTWARE IN PRODUCTION WITHOUT FIRST DEPLOYING TO A DEVELOPMENT ENVIRONMENT THE RULE MUST BE DRASTICALLY STRESSED FOR OPEN SOURCE SOFTWARE 4HESE SOLUTIONS ARE NOT TESTED BY -ICROSOFT AND AS A RESULT SHOULD NOT BE BLINDLY TRUSTED TO WORK WITHOUT BUGS ! PROPER 1! TEST CYCLE SHOULD ALWAYS BE DONE ON OPEN SOURCE SOLUTIONS PRIOR TO ADDING THEM INTO A PRODUCTION ENVIRONMENT !LTHOUGH THEY MAY BE TIME CONSUMING TO RESOLVE PROBLEMS RESULTING FROM SOFTWARE TESTING IN DEVELOPMENT DO NOT NECESSARILY STAND AS A DETRIMENT TO AN ORGANIZATION AS A WHOLE "Y CONTRAST IF A MAJOR PROBLEM IS FIRST EXPERIENCED IN A PRODUCTION ENVIRONMENT THE CONSEQUENCES ARE SIGNIFICANTLY MORE SEVERE "EFORE INSTALLING A DOWNLOAD FROM #ODE0LEX READ THE REVIEWS AND DISCUSSIONS FOR THE RELEASE 4HESE ARE COMMENTS ADDED BY OTHERS WHO HAVE DOWNLOADED THE SOFTWARE 2EVIEWS ARE GENERALLY COMMENTS ABOUT WHETHER A USER HAD A GOOD OR BAD EXPERIENCE WITH THE SOLUTION AND WHY $ISCUSSIONS PROVIDE INSIGHT INTO PROBLEMS THAT MAY BE EXPERIENCED WITH THE DOWNLOAD SO THAT THEY CAN BE AVOIDED 0ROBLEMS MAY BE MINOR OR AVOIDABLE BUT THESE DISCUSSIONS ARE GENERALLY THE BEST KNOWLEDGE BASE FOR GETTING AHEAD OF POTENTIAL ISSUES WHEN TESTING 4HEY MAY ALSO PROVIDE INSIGHT INTO HOW TO MAKE CERTAIN CONFIGURATIONS !T THE END OF THERE WERE ABOUT ACTIVE #ODE0LEX PROJECTS ADDRESSING NEEDS IN 3HARE0OINT 4HE MOST POPULAR DOWNLOAD IS THE 3HARE0OINT -ANAGER WHICH ADDS A 3HARE0OINT OBJECT MODEL EXPLORER )T GIVES ADMINISTRATORS THE ABILITY TO BROWSE EVERY SITE ON A LOCAL 3HARE0OINT FARM AND VIEW EVERY MANAGED PROPERTY WITHIN THE FARM )T ALSO ALLOWS ADMINISTRATORS TO UPDATE PROPERTIES AND DATA IN THE 3HARE0OINT OBJECT MODEL DIRECTLY FROM ONE CONSOLIDATED EXPLORER VIEW THROUGH THE TOOL

â&#x2013; .OTE 4HE 3HARE0OINT -ANAGER PROJECT CAN BE FOUND AT Wcc_) b_\ R^ST_[Tg R^\

!DDITIONAL 3EARCH 2ELATED 0ROJECTS 3OME ADDITIONAL SEARCH RELATED PROJECTS INCLUDE A 7ILDCARD 3EARCH 7EB 0ART WHICH ALLOWS FOR THE WILDCARD SYNTAX TO BE ADDED IMPLICITLY TO EVERY QUERY 4HE 3HARE0OINT 'OOGLE $IRECTIONS 7EB 0ART &IGURE ALLOWS FOR FEDERATED QUERIES TO 'OOGLE -APS INSTEAD OF THE DEFAULT 'OOGLE 7EB 3EARCH 4HIS 7EB 0ART PROVIDES A QUERY FIELD IN 3HARE0OINT FOR STARTING AND ENDING DIRECTIONS AND WHEN EXECUTED THE QUERY IS EXECUTED THROUGH 'OOGLE -APS AND RETURNS THE RESULTS IN A SECOND BROWSER WINDOW

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

&IGURE #ODE0LEX 'OOGLE $IRECTIONS 7EB 0ART 4HE 3HARE0OINT -ANAGED -ETADATA 7EB 0ART CREATES A USER NAVIGATION CONTROL FROM A -ANAGED -ETADATA COLUMN ASSIGNED TO A LIST OR LIBRARY &IGURE 4HIS ALLOWS FOR USER NAVIGATION OF A TERM SET RELATED TO A COLUMN IN A LIST OR LIBRARY

&IGURE #ODE0LEX 3HARE0OINT -ANAGED -ETADATA 7EB 0ART

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

4HE 3HARE0OINT /UTLOOK #ONNECTOR MAKES IT EASIER TO UPLOAD E MAILS FROM -ICROSOFT /UTLOOK TO 3HARE0OINT AND ATTACH 3HARE0OINT DOCUMENTS TO AN E MAIL MESSAGE &IGURE 4HIS IMPROVES ON THE STANDARD PROCESS WHICH REQUIRES USERS TO SAVE E MAILS TO THEIR DESKTOPS BEFORE UPLOADING THROUGH THE 3HARE0OINT USER INTERFACE )T ALSO ALLOWS USERS TO BYPASS THE NEED TO DOWNLOAD 3HARE0OINT DOCUMENTS TO A LOCAL DRIVE BEFORE ATTACHING THEM TO AN E MAIL

&IGURE #ODE0LEX 3HARE0OINT /UTLOOK #ONNECTOR

â&#x2013; .OTE 4HE 7EB 0ARTS MENTIONED IN THIS SECTION CAN BE FOUND AT THE FOLLOWING LINKS Wcc_) fX[SRPaSbTPaRW! R^ST_[Tg R^\ Wcc_) VX[TbWV^^VSXaTRcX^]b R^ST_[Tg R^\ Wcc_) \TcPSPcPfTQ_Pac R^ST_[Tg R^\ Wcc_) b_^dc[^^ZR^]]TRc^a R^ST_[Tg R^\

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4HESE PROJECTS PROVIDE A GENERAL IDEA OF THE BROAD RANGE OF SOLUTIONS THAT CAN BE FOUND ON #ODE0LEX !S NEEDS EVOLVE AND 3HARE0OINT MATURES MANY MORE SOLUTIONS AND PROJECTS WILL APPEAR ON THE SITE OVER TIME 7HILE #ODE0LEX IS NOT THE ONLY PLACE TO FIND OPEN SOURCE SOLUTIONS FOR 3HARE0OINT IT DOES HOUSE THE MOST ABUNDANT COLLECTION AND IS A GOOD PLACE TO START LOOKING FOR SOLUTIONS

#OMMERCIAL 3OLUTIONS 4HE REST OF THIS CHAPTER FOCUSES ON COMMERCIALLY AVAILABLE SOLUTIONS 5NLIKE OPEN SOURCE PROJECTS SUCH AS THOSE FOUND ON #ODE0LEX SOLUTIONS MADE AVAILABLE THROUGH -ICROSOFT PARTNERS ARE GENERALLY WELL TESTED AND SUPPORTED BY THE DEVELOPING VENDOR 0OPULAR COMMERCIAL SOLUTIONS BRING THE BENEFIT OF STABILITY AND SUPPORT WHICH IS VITAL TO ORGANIZATIONS THAT RELY ON THEIR 3HARE0OINT DEPLOYMENTS 2ELIABLE VENDORS CAN BE EXPECTED TO RESOLVE PROBLEMS WHEN THEY ARISE AND ASSIST WITH SUCCESSFUL IMPLANTATIONS UNLIKE OPEN SOURCE PROJECTS WHICH RUN THE RISK OF ANY NUMBER OF FAILURES OR CONSEQUENCES TO AN ENVIRONMENT

5SER )NTERFACE %NHANCEMENTS #HAPTER PROVIDED A THOROUGH LOOK INTO THE 3HARE0OINT 3EARCH USER INTERFACE )T OUTLINED THE MAJOR FEATURES AND 7EB 0ARTS THAT ARE INCLUDED WITH THE PLATFORM #HAPTER PROVIDED DETAILS ON HOW TO BUILD CUSTOM 7EB 0ARTS IN THE EVENT THOSE INCLUDED WITH 30 DO NOT MEET ALL OF AN ORGANIZATION S NEEDS )T MAY HOWEVER BE A BETTER OPTION TO SEARCH FOR COMMERCIALLY OBTAINABLE SOLUTIONS TO ENHANCE THE SEARCH USER INTERFACE 7HILE THIS BOOK COULD NOT COVER THE ENTIRE SCOPE OF EVERY POTENTIAL ADDITION TO THE SEARCH USER INTERFACE THAT AN ORGANIZATION MAY WANT TO UTILIZE THIS SECTION ATTEMPTS TO POINT OUT SOME OF THE MOST FREQUENTLY DEPLOYED FEATURES 3EARCH USER INTERFACE ENHANCEMENTS MAY RANGE FROM SIMPLE FORMATTING AND BRANDING WITH CUSTOM 83,4 TO COMPLETELY NEW NAVIGATIONAL FUNCTIONALITY THAT PROVIDES FOR MORE FLUID NAVIGATION 5SERS MAY COMPLAIN THAT THEY ARE RETURNING TOO MANY RESULTS IN A SEARCH RESULT SET AND THAT THE 3HARE0OINT SEARCH REFINER 7EB 0ART IS NOT ALLOWING THEM TO REFINE ON THEIR NECESSARY PROPERTIES 4HIS MAY BE THE RESULT OF POOR METADATA SINCE THE SEARCH REFINER 7EB 0ART IS SIMPLY ALLOWING FOR PRE DEFINED PROPERTY RESTRICTIONS TO BE EXECUTED ON THE SEARCH RESULT SET 5SERS MAY RECOGNIZE THAT ALTHOUGH THEY KNOW A PARTICULAR SUGGESTION SHOULD BE APPEARING IN A REFINEMENT CATEGORY IT ISN T 4HIS MAY BE BECAUSE THE ITEMS WITH THE PROPERTY THEY WANT TO USE DO NOT APPEAR UNTIL LATE IN THE RESULT SET AND 3HARE0OINT S SEARCH REFINER 7EB 0ART CONSIDERS ONLY THE FIRST ITEMS 4HEY MAY WANT TO SEE HOW MANY RESULTS ARE INCLUDED IN EACH REFINEMENT OPTION 5SERS MAY NOTICE THAT WHILE THEY CAN NAVIGATE INTO THE SITE REFINEMENT CATEGORY THEY CANNOT BACKTRACK WITHOUT STARTING OVER 4HE LIST OF REQUESTS FOR IMPROVEMENT COULD CONTINUE AND DEPENDING ON THE USER S NEEDS THEY ARE VALID CONSIDERING THE LIMITATIONS OF JUST THE SEARCH REFINEMENT 7EB 0ART INCLUDED WITH THE PLATFORM 4HIS DOES NOT EVEN CONSIDER THE ADDITIONAL FEATURES USERS MAY REQUEST THAT ARE NOT EVEN WITHIN THE SCOPE OF THE 7EB 0ARTS INCLUDED WITH 3HARE0OINT 3INCE THE WAY USERS WORK WITH 3HARE0OINT IS MANY TIMES QUITE DIFFERENT THAN HOW SITE DESIGNERS ORIGINALLY EXPECTED ANYONE PLANNING A 3HARE0OINT DEPLOYMENT SHOULD EXPECT DEMANDS FOR IMPROVEMENTS 4HE USER INTERFACE IS GENERALLY THE FIRST POINT OF COMPLAINT TO BE BROUGHT TO THE DESIGN TEAM S ATTENTION BECAUSE IT IS THE ONLY LAYER USERS DIRECTLY TOUCH 5NLIKE THE COMPONENTS THAT DRIVE THE USER INTERFACE WHEN USERS NOTICE SOMETHING WRONG OR A FEATURE THEY WOULD LIKE TO HAVE THIS IS THE ONLY LAYER WHERE THEY MAY BE ABLE TO EASILY EXPRESS THEIR NEEDS )F METADATA OR TAXONOMY IS POOR USERS UNFAMILIAR WITH THE TECHNOLOGY KNOW THERE IS AN ISSUE BUT CAN RARELY EXPRESS THE EXACT PROBLEM "Y CONTRAST IF A USER KNOWS HE OR SHE NEEDS THE SITE TO INCLUDE A TAG CLOUD LIKE THE BLOG HE OR SHE REGULARLY VISITS THAT NEED IS MORE EASILY VERBALIZED 3HARE0OINT DESIGNERS AND ADMINISTRATORS SHOULD BE PREPARED TO HANDLE THESE USER INTERFACE NEEDS DURING INITIAL TESTING AND WELL AFTER A ROLLOUT

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)NDIVIDUAL #OMMERCIAL 7EB 0ARTS 4O MEET THE BROAD AND EVOLVING RANGE OF SEARCH USER INTERFACE NEEDS MANY VENDORS HAVE BROUGHT PURCHASABLE SOLUTIONS TO MARKET 4HE INDIVIDUAL 7EB 0ARTS AVAILABLE FROM COMPANIES SUCH AS "AMBOO 3OLUTIONS AND 3HARE0OINT "OOST PROVIDE A STARTING POINT FOR MEETING SPECIFIC USER ENHANCEMENT NEEDS "AMBOO 3OLUTIONS FOR EXAMPLE OFFERS A ,IST 3EARCH 7EB 0ART 4HE 7EB 0ART ALLOWS USERS TO SEARCH MULTIPLE LISTS AT ONCE AND RETURN THE RESULTS BACK INTO A SINGLE CONSOLIDATED LIST )N 3HARE0OINT PRIOR TO THIS CUSTOMIZATION SEARCHES CAN BE DIRECTED AT EITHER ALL LISTS OR ONE LIST AT A TIME BUT CANNOT COMBINE RESULTS FROM SEVERAL SPECIFIC LISTS 4HE 7EB 0ART CAN ACCEPT THE STANDARD 3HARE0OINT "//,%!. OPERATORS IN A QUERY AND THEN RETURN RESULTS WITH CUSTOMIZED COLUMNS AND SORTS !FTER SEARCH RESULTS ARE RETURNED FROM THE LISTS THE USER CAN REARRANGE COLUMN ORDERS AND PRINT THE SEARCH RESULTS 4HIS FEATURE HAS A NUMBER OF REAL WORLD APPLICATIONS SUCH AS SEARCHING FOR CLIENT INFORMATION SCATTERED AMONG SEVERAL LISTS OR SEARCHING FOR A PRODUCT ACROSS SEVERAL CATALOG LISTS 4HE ,IST 3EARCH 7EB 0ART IS AVAILABLE IN SIMPLE AND ADVANCED VERSIONS THAT CATER TO DIFFERENT CUSTOMIZATION NEEDS 4HE FEATURES OF EACH OPTION CAN BE FOUND IN 4ABLE 4ABLE "AMBOO 3OLUTIONS ,IST 3EARCH 7EB 0ART &EATURES

Feature 3PECIFY THE LIST TO BE SEARCHED VIEW TO USE TO DISPLAY THE SEARCH RESULTS AND THE FIELDS WITHIN THE LIST TO MAKE AVAILABLE FOR USE AS SEARCH CRITERIA 3PECIFY A SET OF LISTS TO BE AVAILABLE FOR THE USER TO SELECT FROM FOR SEARCHING

Simple

Advanced

8 8

#ONSTRAIN A SEARCH TO A SINGLE LIST WITHOUT HAVING TO CREATE AN INDEX AND SEARCH SCOPE

8 8

$ISPLAY SEARCH RESULT HITS BY INDIVIDUAL LIST ITEM

)DENTIFY A VIEW ASSOCIATED WITH THE LIST TO USE TO DISPLAY THE SEARCH RESULTS ALLOWING THE DESIGNER TO SPECIFICALLY DEFINE THE LOOK AND FEEL OF THE SEARCH RESULTS LIST INCLUDING COLUMNS AND SORTS

8 8

!.$ /2 OPERATORS TO BE INCLUDED IN THE SEARCH CRITERIA

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!BILITY TO REARRANGE SEARCH RESULTS COLUMN ORDER

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Feature

Simple

Advanced

!BILITY TO SEARCH KEYWORDS IN ALL LIST COLUMNS

5SERS HAVE THE OPTION TO SELECT AVAILABLE LISTS

$ISABLE LOOKUP FIELDS TO CONTROL 7EB 0ART PERFORMANCE

4RANSLATE THE 7EB 0ART INTO %NGLISH &RENCH 'ERMAN OR 3PANISH OR CUSTOMIZE TRANSLATION FOR THE LANGUAGE YOU NEED

8 8

#USTOMIZE THE LOOK AND FEEL OF THE 7EB 0ART BY MODIFYING THE (4-, 3OURCE AND #33

5NLIKE OPEN SOURCE SOLUTIONS SUCH AS THOSE FOUND ON #ODE0LEX THESE SOLUTIONS ARE TESTED AND SUPPORTED 7HILE CAUTION SHOULD ALWAYS BE USED WHETHER TESTING NEW FEATURES FROM OPEN SOURCE -ICROSOFT OR OTHER COMMERCIAL VENDORS A SIGNIFICANTLY GREATER TRUST CAN BE PUT INTO WELL REVIEWED COMMERCIAL SOLUTIONS !LTHOUGH COMMERCIAL SOLUTIONS MAY REQUIRE AN INITIAL FINANCIAL INVESTMENT WHEN COMPARED WITH THE COSTS OF FIXING BROKEN SOLUTIONS OR REPAIRING A CRASHED 3HARE0OINT PORTAL THE INVESTMENT IS EASILY JUSTIFIED IN MOST CASES &OR MOST ENVIRONMENTS THE COST OF LOST PRODUCTIVITY DUE TO A PORTAL CRASH DWARFS THE COST OF SOFTWARE LICENSING )NDIVIDUAL 7EB 0ARTS ARE GENERALLY AVAILABLE AT A FAIRLY LOW COST AND CAN BE OBTAINED THROUGH AN ONLINE PURCHASE SYSTEM !LTHOUGH ALL VENDORS IN THIS SPACE HAVE DIFFERENT PRICE STRUCTURES STRAIGHTFORWARD 7EB 0ARTS CAN BE EXPECTED TO COST LESS THAN 53

â&#x2013; .OTE &ULL DETAILS ON THE ,IST 3EARCH 7EB 0ART AVAILABLE FROM "AMBOO 3OLUTIONS CAN BE FOUND AT Wcc_) bc^aT QP\Q^^b^[dcX^]b R^\ _R "$ [Xbc bTPaRW fTQ _Pac Pb_g

&OR ENVIRONMENTS THAT REQUIRE MORE COMPLEX ENHANCEMENTS TO THE SEARCH USER INTERFACE THERE ARE MANY OTHER SOLUTION PACKAGES ON THE MARKET 4HESE SOLUTIONS USUALLY INCLUDE A BROAD RANGE OF SEARCH ENHANCEMENTS INCLUDING VARIOUS FEATURES FOR REFINING SEARCH RESULTS SUGGESTING ALTERNATIVE QUERIES TAKING ACTION ON RESULTS ENTERING MORE ADVANCED QUERIES OR INTEGRATING SEARCH INTO OTHER BUSINESS PROCESSES 4HESE SOLUTION SETS INCLUDE A PACKAGE OF 7EB 0ARTS TO DIRECTLY ENHANCE THE USER EXPERIENCE BUT MAY ALSO ADD ADDITIONAL FUNCTIONS SUCH AS DATABASES FOR ANALYTICS OR WORKFLOWS FOR SEARCH BASED PROCESSES 4HEY CAN ALSO BE CATEGORIZED INTO TWO DISTINCTLY DIFFERENT PARADIGMS THOSE THAT EXTEND 3HARE0OINT SEARCH AND THOSE THAT REPLACE IT 4HE SECOND OF THESE OPTIONS IS REVIEWED LATER IN THIS CHAPTER

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#OMPREHENSIVE #OMMERCIAL 3EARCH %XTENSIONS %XTENSIONS THAT DIRECTLY EXPAND THE SEARCH FUNCTIONALITY OF 3HARE0OINT ARE OFFERED IN SOLUTIONS SUCH AS 3URF2AY S /NTOLICA 3EARCH AND "! )NSIGHT S ,ONGITUDE 3EARCH EXTENSIONS OF THIS KIND CAN SIT ON TOP OF 3HARE0OINT AND LEVERAGE THE SEARCH ARCHITECTURE THAT IS ALREADY IN PLACE 4HIS PROVIDES FOR SOME BENEFITS AND DOWNSIDES WHEN COMPARED WITH THE MORE WELL KNOWN hENTERPRISEv SEARCH SOLUTIONS SUCH AS &!34 'OOGLE AND !UTONOMY "Y UTILIZING 3HARE0OINT S SEARCH PIPELINE ADMINISTRATORS NEED TO MANAGE ONLY ONE CRAWLER AND INDEX 4HIS KEEPS MANAGEMENT IN ONE CONSOLIDATED INTERFACE INSTEAD OF SPREADING JOBS OUT BETWEEN SEVERAL DIFFERENT SEARCH SOLUTIONS &OR ORGANIZATIONS WITHOUT EXTRA EXPENDABLE EMPLOYEE HOURS EACH WEEK THE TIME SAVED NOT HAVING TO MANAGE TWO SETS OF PHYSICAL AND SOFTWARE ARCHITECTURE IS INVALUABLE )N ADDITION BY USING ONLY ENHANCEMENTS THAT DIRECTLY BUILD ON TOP OF 3HARE0OINT SECURITY AND PERMISSIONS ARE PRESERVED &OR ORGANIZATIONS WITH STRICT SECURITY AND PRIVACY CONCERNS THE AVOIDANCE OF MANAGING ADDITIONAL PERMISSION SETS IS CRITICAL TO CONTROLLING AVAILABILITY OF RESTRICTED INFORMATION

/NTOLICA 3EARCH /NTOLICA 3EARCH THE 3HARE0OINT SEARCH EXTENSION OFFERED BY -ICROSOFT PARTNER 3URF2AY CAN ADD A BROAD RANGE OF ADDITIONAL SEARCH FEATURES TO A 3HARE0OINT ENVIRONMENT 5NLIKE THE INDIVIDUAL 7EB 0ARTS OFFERED BY VENDORS SUCH AS "AMBOO 3OLUTIONS WHICH MEET ONE SPECIFIC NEED /NTOLICA 3EARCH ADDRESSES A BROADER NEED FOR SEARCH IMPROVEMENTS !LL OF THE FEATURES IN /NTOLICA RELY ON THE 3HARE0OINT SEARCH ENGINE 4HEY PASS QUERIES TO 3HARE0OINT RETRIEVE INFORMATION DISPLAY THAT INFORMATION TO USERS AND ALLOW MANIPULATION OF THE RETURNED DATA 7HILE THERE ARE ADDITIONAL FUNCTIONALITIES IN THE SOLUTION SEARCH FEATURES CAN BE CATEGORIZED AS FOCUSING ON THE FOUR MAIN AREAS v

&ASTER ACCESS TO INFORMATION

2EFINEMENTS TO FILTER RESULTS TO THE MOST RELEVANT ITEMS

!CTIONABLE RESULTS TO FACILITATE BUSINESS PROCESSES

%XPERIENCE POPULATED SUGGESTIONS FOR QUERY ADJUSTMENTS

!CCESSING )NFORMATION 1UICKLY /NTOLICA 3EARCH CONNECTS USERS WITH INFORMATION FASTER FROM ANY PAGE WITH A QUERY BOX 7HILE 3HARE0OINT INCLUDES THE ABILITY TO ENABLE QUERY BOXES TO PRESENT THESAURUS GENERATED SUGGESTIONS THIS SOLUTION CAN PROVIDE A LIST OF THE TOP SEARCH RESULTS FOR THE ENTERED QUERY !S A USER ENTERS A QUERY /NTOLICA 3EARCH RETURNS A LIST OF THE MOST RELEVANT RESULTS WHICH CAN THEN BE ACTIONED &IGURE 4HIS ALLOWS USERS TO CHECK OUT THE MORE RELEVANT ITEMS DIRECTLY FROM THE PAGE THEY ARE ON WITHOUT EVER NAVIGATING TO THE SEARCH CENTER

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&IGURE /NTOLICA 3EARCH !S 9OU 4YPE FEATURE

%NHANCED 2EFINEMENTS 7HEN IT COMES TOTHE SEARCH CENTER USERS FIND A BROAD RANGE OF ADDITIONAL REFINEMENT OPTIONS BEYOND THOSE AVAILABLE WITH 3HARE0OINT 4HE SEARCH REFINER 7EB 0ART HAS BEEN UPGRADED TO PRESENT THE NUMBER OF RESULTS IN EACH REFINEMENT SUGGESTION &IGURE 4HE SITE REFINER CATEGORY ALLOWS USERS TO DRILL IN AND BACK OUT OF TAXONOMIES USING A BREADCRUMB NAVIGATOR !LSO POSSIBLY MOST IMPORTANT THE REFINEMENTS CAN ANALYZE UP TO ITEMS IN A RESULT SET INSTEAD OF JUST THE FIRST

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&IGURE /NTOLICA SEARCH REFINER 7EB 0ART )N ADDITION TO THE SEARCH REFINER 7EB 0ART /NTOLICA 3EARCH ALSO ADDS THE ABILITY TO REARRANGE SEARCH RESULTS AND GROUP THEM BY MANAGED PROPERTIES 5NLIKE THE SEARCH REFINER 7EB 0ART WHICH ALLOWS USERS TO SELECT ONE PROPERTY FROM A RESULT SET THIS OPTION ALLOWS USERS TO SEE MULTIPLE PROPERTIES BUT SKIP PAST THOSE THAT ARE IRRELEVANT &INALLY THE SOLUTION PROVIDES THE ABILITY FOR ADMINISTRATORS TO SET UP QUICK FILTERS 4HESE ARE RADIO BUTTONS OR CHECK BOXES BELOW THE QUERY FIELD THAT ALLOW USERS TO SELECT PRE DEFINED COMBINATIONS OF PROPERTY RESTRICTIONS 3HARE0OINT ADMINISTRATORS CAN CUSTOMIZE THESE TO OFFER USERS AN ALTERNATIVE TO BUILDING COMMON PROPERTY RESTRICTIONS ON THE ADVANCED SEARCH PAGE 4HESE FEATURES CAN BE SEEN IN THE FOLLOWING FIGURE OF AN UNCUSTOMIZED /NTOLICA SEARCH CENTER ON 3HARE0OINT &IGURE

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

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&IGURE /NTOLICA SEARCH CENTER ON 3HARE0OINT

!CTIONABLE 2ESULTS !CTIONABLE ITEMS AND DOCUMENTS ARE A COMMON FEATURE THROUGHOUT 3HARE0OINT BUT THE ABILITY IS LACKING IN SEARCH /NTOLICA 3EARCH PROVIDES A DROP DOWN ON SEARCH RESULTS SO THAT USERS CAN EXECUTE ACTIONS ON THEM &IGURE 4HE DEFAULT ACTION TAKEN WHEN CLICKING DIFFERENT SEARCH RESULT TYPES IN 3HARE0OINT WAS DISCUSSED IN #HAPTER 4HIS DROP DOWN PROVIDES A BROADER RANGE OF DEFAULT ACTIONS SUCH AS THE ABILITY TO CHECK OUT -ICROSOFT /FFICE DOCUMENTS DIRECTLY FROM THE SEARCH RESULTS PAGE SETTING ALERTS ON INDIVIDUAL RESULTS INSTEAD OF ENTIRE RESULT SETS AND EXECUTING AN E MAIL CONTAINING THE ITEM S LINK THROUGH -ICROSOFT /UTLOOK )N ADDITION TO THESE DEFAULT ACTIONS CUSTOM ACTIONS PROCESSES AND WORKFLOWS CAN BE ADDED

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&IGURE /NTOLICA SEARCH RESULT ACTIONS

1UERY 3UGGESTIONS 4HE FINAL FOCUS OF /NTOLICA 3EARCH IS TO PROVIDE EXPERIENCE DRIVEN QUERY SUGGESTIONS /N THE BACK END /NTOLICA 3EARCH CONTAINS A BUSINESS INTELLIGENCE DATABASE CUBE THAT GATHERS A WIDE RANGE OF STATISTICAL DATA FROM THE 3HARE0OINT FARM 4HIS DATA IS GATHERED FROM ))3 LOGS #ENTRAL !DMIN LOGS AND LOGS FROM THE USE OF THE TOOL ITSELF /NTOLICA THEN PROCESSES THIS DATA AND MAKES IT AVAILABLE THROUGH A WIDE RANGE OF STATISTIC REPORTS SUCH AS THE MOST POPULAR SEARCH TERMS QUERIES THAT RETURNED NO RESULTS OR DID NOT RESULT IN A USER CLICKING A RESULT AND STORAGE TRENDS 4HIS INFORMATION CAN BE USED FOR A WIDE RANGE OF BUSINESS INTELLIGENCE MARKETING AND SEARCH ENGINE OPTIMIZATION NEEDS )T IS ALSO USED TO PRESENT QUERY SUGGESTIONS TO END USERS /NTOLICA 3EARCH PRESENTS SUGGESTIONS IN THREE FORMATS WHICH INCLUDE AUTOSUGGESTIONS IN THE QUERY FIELD RELATED QUERIES AND A TAG CLOUD 7EB 0ART 7HEN A USER IS EXECUTING A SEARCH QUERY IN THE SEARCH CENTER THE AUTOSUGGEST FEATURE PROVIDES A DROP DOWN OF QUERY SUGGESTIONS SIMILAR TO THE 3HARE0OINT 3EARCH SUGGESTIONS 4HE RELATED QUERY 7EB 0ART AND TAG CLOUD 7EB 0ARTS GUIDE USERS TO ADDITIONAL QUERIES THAT MAY BE USEFUL *UST LIKE 3HARE0OINT THESE SUGGESTIONS ARE BASED ON THE AGGREGATED EXPERIENCES OF USERS 7HERE THESE SUGGESTION FEATURES DIFFER FROM 3HARE0OINT IS IN THE SCOPE OF SUGGESTIONS 3HARE0OINT CAN PROVIDE SUGGESTIONS BASED ONLY ON THE EXPERIENCES OF ALL USERS WITHIN THE FARM /NTOLICA S SUGGESTION FEATURES HOWEVER CAN BE ISOLATED TO A SEARCH CENTER THE USER S DEPARTMENT OR THE ENTIRE COMPANY 4HIS MEANS THAT USERS CAN RECEIVE SEARCH SUGGESTIONS BASED OFF OF THE EXPERIENCES OF USERS IN THEIR OWN DEPARTMENT AND DO NOT HAVE TO RECEIVE SUGGESTIONS BASED OFF OF THE ENTIRE COMPANY 4HIS IS QUITE PRACTICAL IN THAT THE TYPES OF QUERIES DONE BY PEOPLE IN THE SALES DEPARTMENT ARE MOST LIKELY VERY DIFFERENT FROM THOSE EXECUTED BY THE (2 DEPARTMENT 3UGGESTIONS ARE NOT CLUTTERED WITH THOSE HELPFUL ONLY TO USERS IN OTHER DEPARTMENTS

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#USTOMIZE 3EARCH WITHOUT 0ROGRAMMING )N ADDITION TO ADDING A BROAD RANGE OF ADDITIONAL REFINEMENT ACTION AND SUGGESTION FEATURES TO 3HARE0OINT /NTOLICA HELPS OVERCOME THE COMPLICATIONS OF CUSTOMIZING THE SEARCH EXPERIENCE /NTOLICA S FEATURES ARE EASILY CUSTOMIZABLE AND AS STATED PREVIOUSLY CAN ALL BE SET TO CATER TO SPECIFIC USER GROUPS EVEN WITH ONLY ONE SEARCH CENTER &OR EXAMPLE USERS FROM THE (UMAN 2ESOURCES -ARKETING AND %NGINEERING DEPARTMENTS REQUIRE VERY DIFFERENT EXPERIENCES FROM SEARCH 4O GIVE EACH OF THESE DEPARTMENTS A DIFFERENT SEARCH EXPERIENCE IN 3HARE0OINT SEPARATE SEARCH PAGES WOULD NEED TO BE CREATED AND MAINTAINED FOR EACH DEPARTMENT 7ITH /NTOLICA HOWEVER USERS CAN ALL ACCESS THE SAME SEARCH PAGE BUT RECEIVED CUSTOMIZED REFINEMENTS SEARCH SUGGESTIONS AND RELEVANCY /NTOLICA ALSO PROVIDES ADMINISTRATORS WITH SIMPLE TOOLS TO LEVERAGE METADATA AND EXPOSE IT IN THE SEARCH 5) WITHOUT ANY CUSTOM DEVELOPMENT &OR EXAMPLE CUSTOMIZATIONS SUCH AS ADDING NEW SEARCH REFINERS FOR CUSTOM PROPERTIES OR EVEN A NEW SEARCH FIELD ON THE ADVANCED SEARCH PAGE CAN BE MADE BY NON TECHNICAL ADMINISTRATORS 4HE FOLLOWING TABLE SUMMARIZES THE MAJOR DIFFERENCES BETWEEN 3HARE0OINT AND /NTOLICA 3EARCH 4ABLE 3HARE0OINT AND /NTOLICA 3EARCH &EATURE #OMPARISON

Feature

SharePoint 2010

Ontolica Search

"OOLEAN 3EARCH !.$ /2 ./4 .%!2

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1UERY 3UGGESTIONS

!UDIENCE 4ARGETED 2ELATED 1UERIES

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)MAGE 3EARCH

6ISUAL "EST "ETS

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!UDIENCE 4ARGETED 1UERY 3UGGESTIONS 2ELATED 1UERIES

$ID 9OU -EAN 2ELATED #ONTENT 3EARCH !S 9OU 4YPE !DVANCED 0EOPLE 3EARCH

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

#ONTINUED Feature

SharePoint 2010

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5SER SELECTED RESULT SORTING MODELS

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3EARCH 2ESULT 'ROUPING #LUSTERING

3EARCH 2ESULT !CTION -ENUS

!UDIENCE 4ARGETING FOR ALL WEB PARTS

#USTOMIZATION WITHOUT PROGRAMMING

6ENDOR .OTES -ANY VENDORS INCLUDING "AMBOO 3OLUTIONS AND 3URF2AY OFFER FREE TRIALS OF THEIR SOLUTIONS 4HIS ALLOWS FOR TESTING PRIOR TO A PURCHASE -AKE SURE TO ALLOCATE APPROPRIATE TIME FOR SETUP OF THE SOLUTIONS DURING TESTING !SK VENDORS ABOUT THE INSTALLATION SETUP AND CUSTOMIZATION TIME NEEDED SO THAT REALISTIC TIME RESOURCES CAN BE DEDICATED )T IS ALSO RECOMMENDED TO DO RESEARCH ON THE EXPERIENCES OF OTHERS WHO HAVE TESTED PRODUCTS AS VENDOR ESTIMATES MAY BE FOR BEST CASE SCENARIOS AND NOT THE NORM 7HILE FIRST HAND EXPERIENCES ARE THE BEST JUDGE INVESTIGATING THE EXPERIENCES OF OTHERS MAY UNCOVER PROBLEMS WITH SOLUTIONS THAT MAY NOT BE IMMEDIATELY APPARENT 4AKE NOTE OF SYSTEM RESOURCE REQUIREMENTS AND OTHER SECONDARY COSTS -ANY SOLUTIONS ESPECIALLY THOSE REVIEWED LATER IN THIS CHAPTER REQUIRE LARGE AMOUNTS OF SETUP TIME REGULAR MAINTENANCE PROFESSIONAL SERVICES AND ADDITIONAL HARDWARE THAT CAN RAPIDLY INCREASE COSTS AND TIME DEMANDS !SKING THE RIGHT QUESTIONS AND DOING SUFFICIENT RESEARCH WILL HELP TO PAINT A FULL PICTURE OF THE REAL COSTS ASSOCIATED WITH THE SOFTWARE AND THE AMOUNT OF TIME NEEDED TO MAINTAIN IT AFTER ROLLOUT !SK USERS WHAT THEY WOULD LIKE TO SEE IMPROVED 7HILE THIS SHOULD SEEM OBVIOUS MANY TIMES TECHNICAL TEAMS RUN OFF OF THE ASSUMPTIONS OF WHAT NEEDS TO BE IMPROVED WITHOUT DIRECTLY ASKING THOSE AFFECTED 7HILE USERS MAY NOT BE ABLE TO VERBALIZE A SOLUTION THEY CAN EXPRESS THEIR PROBLEMS )F USERS COMPLAIN THAT THEY GET TOO MANY RESULTS IN THEIR SEARCH RESULT SET LOOK INTO IMPROVEMENTS IN SCOPES FILTERING CAPABILITY AND DUPLICATES )F USERS COMPLAIN THAT THEY CAN T FIND ITEMS THEY KNOW EXIST LOOK INTO IMPROVEMENTS IN TAGGING I&ILTERS PERMISSIONS AND CONTENT SOURCES (ERE ARE A FEW QUESTIONS THAT ARE ESSENTIAL TO DETERMINING THE IMPROVEMENTS THAT WILL RESOLVE REAL FINDABILITY PROBLEMS v

!RE USERS SEEING TOO MANY IRRELEVANT RESULTS HIGH IN THEIR SEARCH RESULT SET )F THIS IS THE CASE CONSIDER ADDING A CUSTOM SORTING OPTION SO THAT USERS CAN SHUFFLE RESULTS BASED ON THE PROPERTIES THAT ARE IMPORTANT TO THEM 3ET UP ADDITIONAL MANAGED PROPERTIES AND MAKE THE FIELDS REQUIRED TO COMPLETE WHEN USERS UPLOAD NEW ITEMS TO 3HARE0OINT !DD ADDITIONAL REFINERS BASED ON THE MANAGED PROPERTIES THAT ARE MOST WIDELY USED ,EVERAGE THIRD PARTY 7EB 0ARTS THAT PROVIDE RESULTS BASED ON USER CONTEXT OR ADD ADDITIONAL REFINEMENT CAPABILITIES #REATE MORE SPECIFIC DOCUMENT LIBRARIES AND CREATE PROCESSES THAT MAKE USERS UPLOAD THEIR DOCUMENTS INTO THEIR RELEVANT LIBRARIES #REATE SCOPES FOR USERS TO SEARCH AGAINST SPECIFIC CONTENT LIBRARIES

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!RE USERS UNABLE TO FIND ITEMS IN SEARCH THAT THEY KNOW EXIST )T IS FIRST IMPORTANT TO CHECK THAT THE LOCATION OF THE CONTENT IS ACCESSIBLE TO 3HARE0OINT SEARCH &ULL DETAILS ON HOW TO DO THIS ARE PROVIDED IN #HAPTER )T IS THEN NECESSARY TO MAKE SURE THE CONTENT OF THE DESIRED ITEM IS SEARCHABLE 4HE CONTENT OF CERTAIN FILE TYPES SUCH AS 0$&S IS NOT ACCESSIBLE TO 3HARE0OINT S INDEX WITHOUT THE APPROPRIATE I&ILTER -AKE SURE THAT ANY NECESSARY I&ILTERS ARE INSTALLED AND WORKING )F 3HARE0OINT IS ABLE TO CORRECTLY INDEX ITEMS AND THEY ARE STILL NOT APPEARING TO USERS CHECK THE ITEMS MANAGED PROPERTIES 3HARE0OINT PLACES A LARGE WEIGHT ON MANAGED PROPERTIES WHEN DETERMINING RELEVANCY !DDING MORE DEFINED PROPERTIES AND CLARIFYING AMBIGUITY GREATLY INCREASES 3HARE0OINT SEARCH RELEVANCY 4HIS CAN BE DONE MANUALLY OR WITH THIRD PARTY CLASSIFICATION SOLUTIONS )F USERS ARE USING KEYWORDS THAT ARE NOT WITHIN THE CONTENT OR PROPERTIES OF A DOCUMENT CREATE SYNONYMS TO TIE THEIR QUERY TERMS TO KEYWORDS ASSOCIATED WITH THE DOCUMENT &OR FREQUENTLY REQUIRED ITEMS SET UP A BEST BET FOR QUERY TERMS THAT PROMOTE THE ITEM TO APPEAR AT THE TOP OF A SEARCH RESULT SET

!RE USERS FINDING ITEMS THEY SHOULDN T BE ABLE TO VIEW #HECK THAT USER PERMISSIONS HAVE BEEN CORRECTLY ESTABLISHED -AKE SURE ONLY THOSE USERS WHO SHOULD HAVE CLEARANCE TO CERTAIN SITES CONTENT TYPES AND CONTENT SOURCES ARE SET TO ACCESS RESTRICTED CONTENT 4HIS MAY BE A PROBLEM WITH ,$!0 OR !CTIVE $IRECTORY SECURITY )F PERMISSIONS ARE SET CORRECTLY MAKE SURE THAT SENSITIVE DOCUMENTS ARE CORRECTLY TAGGED AS RESTRICTED CONTENT TYPES 4HIS CAN BE DONE MANUALLY OR WITH AUTO CLASSIFICATION TOOLS SUCH AS THOSE REVIEWED LATER IN THIS CHAPTER

&INALLY IT IS ALWAYS IMPORTANT FOR REAL USERS TO GO HANDS ON WITH SOLUTIONS PRIOR TO PRODUCTION ROLLOUTS )MPROVEMENTS ARE MUCH HARDER TO MAKE ONCE A SOLUTION HAS GONE LIVE 3ET UP A DEVELOPMENT ENVIRONMENT THAT MIRRORS PRODUCTION AND HAVE REAL USERS WORK ON IT FOR A WEEK !SK THEM FOR FEEDBACK ON IMPROVEMENTS AND USE THE ADVICE )F IMPROVEMENTS ARE REQUESTED WITH A SMALL TEST GROUP THE COMPLAINTS CAN BE EXPECTED TO BE COMPOUNDED ON A PRODUCTION ROLLOUT

6ISUALIZATION 6ISUALIZATION OF DOCUMENTS HAS SEEN A DRASTIC INCREASE IN POPULARITY SINCE THE RELEASE OF -/33 5SERS DEMANDING FASTER RECOGNITION OF DOCUMENTS HAVE FUELED THE DEVELOPMENT OF SOLUTIONS THAT SHOW THEM THEIR DOCUMENTS BEFORE THE REQUIREMENT TO TAKE ACTION ON THEM 4HIS SET OF FUNCTIONALITY CAN NOW BE FOUND ON 'OOGLE S WEB PAGE PREVIEW "ING S VISUAL SEARCH AND EVEN 7INDOWS %XPLORER S PREVIEW PANE !S USERS TAKE HOLD OF THIS CONCEPT AND USE IT IN THEIR PERSONAL LIVES IT IS SAFE TO EXPECT THAT THEY WILL BEGIN TO DEMAND IT IN THEIR BUSINESS ENVIRONMENT 7HILE SEARCH VISUALIZATION IS ALSO A SEARCH USER INTERFACE IMPROVEMENT THE FEATURE IS SO POPULAR THAT IT REQUIRES ITS OWN FOCUS -ICROSOFT HAS TAKEN NOTE OF THE NEED FOR USERS TO QUICKLY DIFFERENTIATE BETWEEN DOCUMENTS FROM WHATEVER PROGRAM THEY ARE USING 4HE 7INDOWS %XPLORER PREVIEW PANE WAS FIRST INTRODUCED IN 7INDOWS 6ISTA AND RECEIVED VAST IMPROVEMENTS IN 7INDOWS 4HIS FEATURE IS EXTREMELY USEFUL IN THAT USERS SEE THE CONTENT OF A FILE WITHOUT THE NEED TO OPEN A SPECIALIZED APPLICATION 5NFORTUNATELY -ICROSOFT DID NOT DECIDE TO INCLUDE THIS FEATURE IN 3HARE0OINT WITHOUT THE &!34 3EARCH 3ERVER FOR 3HARE0OINT ADD ON 4HIS FEATURE UNDOUBTEDLY BROADENS THE GAP BETWEEN 3HARE0OINT AND THE ENTERPRISE ADD ON DISCUSSED LATER IN THIS CHAPTER

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3CANNING /PTIONS 4HE POPULARITY OF THE VISUALIZATION FEATURE HAS NOT GONE UNNOTICED BY -ICROSOFT PARTNERS 4HERE ARE SEVERAL VENDORS WITH SOLUTIONS BUILT TO ADD DOCUMENT PREVIEW FUNCTIONALITY INTO 3HARE0OINT 4HE AVAILABLE VISUALIZATION SOLUTIONS GREATLY RANGE IN THE NEEDS THEY ADDRESS &OR EXAMPLE +NOWLEDGE,AKE S )MAGING FOR 3HARE0OINT PRODUCT ASSISTS WITH SCANNING DOCUMENTS INTO 3HARE0OINT SEARCHING SCANNED IN UNSTRUCTURED CONTENT AND VIEWING SCANNED DOCUMENTS DIRECTLY IN 3HARE0OINT )T ADDS A 3ILVERLIGHT BASED VIEWER TO VIEW COMMON DOCUMENT TYPES SUCH AS /FFICE DOCUMENTS 0$&S AND MOST IMAGE FILES )T FOCUSES ON THE TIME IT TAKES FOR ORGANIZATIONS TO STORE AND PROCESS LARGE AMOUNTS OF PAPER DATA +NOWLEDGE,AKE S SOLUTIONS ARE DESIGNED TO ADDRESS BOTH THE INPUT AND RETRIEVAL OF DOCUMENTS IN 3HARE0OINT 4HIS FEATURE SET IS EXTREMELY USEFUL FOR ORGANIZATIONS WITH LARGE AMOUNTS OF PAPER DOCUMENTS TO MANAGE SUCH AS THOSE IN THE LEGAL HEALTHCARE FINANCIAL SERVICES UTILITY AND INSURANCE VERTICALS &OR THESE TYPES OF COMPANIES THE ABILITY TO TRANSFER PAPER DOCUMENTS INTO DIGITAL FILES THAT CAN BE MORE EASILY STORED ORGANIZED AND RETRIEVED IS A PARADIGM SHIFTING SOLUTION TO OLD PROBLEMS

,IGHTWEIGHT $OCUMENT 6IEWERS /THER SOLUTIONS SUCH AS !TALASOFT S 6IZIT "! )NSIGHT S ,ONGITUDE AND 3URF2AY S /NTOLICA 0REVIEW TAKE SLIGHTLY DIFFERENT APPROACHES TO 3HARE0OINT DOCUMENT VIEWING AND IMAGING ,IKE 7INDOWS %XPLORER S PREVIEW PANE THESE PRODUCTS EMBED A LIGHTWEIGHT DOCUMENT VIEWER TO QUICKLY VIEW FILES IN THE 3HARE0OINT BROWSER &IGURE 4HEY ENABLE USERS TO VIEW FULL PAGE DOCUMENTS AND COMPARE FILES DIRECTLY FROM LISTS AND SEARCH RESULTS /NTOLICA 0REVIEW IS PRIMARILY DESIGNED TO CATER TO SEARCH 5NLIKE OTHER VISUALIZATION SOLUTIONS /NTOLICA 0REVIEW GOES BEYOND SIMPLY DISPLAYING FILES IN THE BROWSER )T HAS THE ABILITY TO UNDERSTAND THE UNSTRUCTURED DATA WITHIN DOCUMENTS AND CONNECT THIS CONTENT TO SEARCH QUERIES 4HE SOLUTION CAN UNDERSTAND THE USER S SEARCH QUERY CROSS REFERENCE IT WITH A TARGET FILE AND HIGHLIGHT THE OCCURRENCES OF TERMS FROM A SEARCH QUERY WITHIN THE DOCUMENT /NTOLICA 0REVIEW QUICKLY GUIDES USERS TO THE INFORMATION THEY ARE LOOKING FOR WITHIN A DOCUMENT BY NOTING THE PAGES WHERE QUERY TERMS APPEAR MOST FREQUENTLY AND DISPLAYS HIGH RESOLUTION PREVIEWS OF PAGES WITH THE HIGHLIGHTED KEYWORDS

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&IGURE /NTOLICA 0REVIEW

/THER /PTIONS ! THIRD OPTION 6IZIT TAKES SOME NOTES FROM +NOWLEDGE,AKE )MAGING AND /NTOLICA 0REVIEW )T PROVIDES SOME SCANNING ABILITY BUT NOT NEARLY THE EXTENSIVE SCANNING FEATURES PROVIDED BY +NOWLEDGE,AKE 6IZIT PROVIDES LIGHTWEIGHT PREVIEWS AND THE ABILITY TO COMPARE DOCUMENTS BUT DOES NOT PRESENT PREVIEWS WITH HIT HIGHLIGHTING AND RELEVANT PAGES )T DOES HOWEVER PROVIDE THE ABILITY TO ANNOTATE DOCUMENTS AND CLEAN THEM LIKE THE +NOWLEDGE,AKE PRODUCT %ACH OF THESE PRODUCTS MEETS A SLIGHTLY DIFFERENT RANGE OF VISUALIZATION NEEDS IN 3HARE0OINT 4HE BEST SOLUTION FOR ONE ORGANIZATION MAY NOT BE SO FOR ANOTHER )T IS IMPORTANT TO ANALYZE THE NEEDS OF USERS AND SELECT THE ENHANCEMENT THAT BEST FITS THEIR NEEDS BUDGET AND THE COMPLEXITIES THE ORGANIZATION IS PREPARED TO HANDLE

#HOOSING THE "EST /PTION 4ABLE PROVIDES A HIGH LEVEL OVERVIEW OF THE VIEWING FEATURES PROVIDED BY EACH SOLUTION 4HIS DOES NOT REFERENCE EVERY FEATURE AS ALL THREE SOLUTIONS DO OFFER ADDITIONAL SEARCH AND SCANNING &OR FULL DETAILS AND UP TO DATE INFORMATION ON PRODUCT IMPROVEMENTS IT IS ALWAYS BEST TO CONTACT EACH VENDOR DIRECTLY

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4ABLE 6ISUALIZATION 0RODUCT #OMPARISON

Product Feature

KnowledgeLake Imaging

Ontolica Preview

Vizit Pro

6IEW MULTIPLE DOCUMENTS AT ONCE

6IEW DOCUMENT SETS

3EARCH QUERY HIGHLIGHTING WITHIN PREVIEWS

,INKS TO RELEVANT PAGE BASED ON SEARCH QUERIES

:OOM IN AND OUT OR FIT TO WIDTH VIEWING

2OTATE AND FLIP DOCUMENTS

!BILITY TO hFIND SIMILARv WITH EMBEDDED SEARCHING

6IEW PAGES OF DOCUMENTS IMMEDIATELY WITHOUT WAITING FOR THE ENTIRE DOCUMENT TO DOWNLOAD

8 8

!NNOTATE DOCUMENTS USING TEXT IMAGE STAMPS HIGHLIGHTS LINES AND STICKY NOTES 4)&& 0$& ONLY

#LEAN UP DOCUMENTS WITH BORDER REMOVAL PAGE DE SKEW AND HOLE PUNCH REMOVAL

2EARRANGE PAGES AND REMOVE PAGES FROM DOCUMENTS

3PLIT DOCUMENTS OR MERGE DIFFERENT DOCUMENTS TOGETHER

%NCRYPT SELECTIVE PAGES AND PORTIONS OF 0$& AND 4)&& FILES

3CAN AND INDEX DOCUMENTS WITHOUT EVER LEAVING THE 3HARE0OINT INTERFACE

6IEW OR MODIFY 3HARE0OINT COLUMN PROPERTIES WITH ACCESS CONTROLLED BY 3HARE0OINT SECURITY

!UTOMATIC POPULATION OF METADATA FROM SCANNED DOCUMENTS

3UPPORT FOR /FFICE DOCUMENTS 0$& AND RASTER IMAGE FORMATS 3UPPORT FOR VECTOR IMAGE ARCHIVE AND DATABASE FORMATS &ULL PAGE DOCUMENT VIEWING 4HUMBNAIL VIEWS OF DOCUMENTS

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â&#x2013; .OTE 4HE PRODUCTS LISTED IN THIS SECTION CAN BE FOUND AT THE FOLLOWING LOCATIONS fff Z]^f[TSVT[PZT R^\ Wcc_) bdaUaPh R^\ fff PcP[Pb^Uc R^\ _a^SdRcb eXiXc

I&ILTERS .OT ALL FILE TYPES CAN BE CRAWLED BY 3HARE0OINT OUT OF THE BOX 4O EXPAND THE SUPPORTED FILE TYPES -ICROSOFT DEVELOPED I&ILTERS WHICH ACT AS PLUG INS FOR THE 7INDOWS OPERATING SYSTEM I&ILTERS ALLOW 3HARE0OINT TO INDEX FILE FORMATS SO THAT THEY ARE UNDERSTOOD BY THE SEARCH ENGINE AND ARE SEARCHABLE 7ITHOUT AN APPROPRIATE I&ILTER 3HARE0OINT CANNOT UNDERSTAND THE CONTENT OF FILES AND SEARCH WITHIN THEM I&ILTERS ALLOW THE INDEX TO UNDERSTAND THE FILE S FORMAT FILTER OUT EMBEDDED FORMATTING MINE TEXT FROM THE FILE AND RETURN IT TO THE SEARCH ENGINE 4HE SUBJECT OF I&ILTERS WAS FIRST INTRODUCED IN #HAPTER #HAPTER DOVE INTO THE CONCEPT IN MORE DETAIL AND PROVIDED A THOROUGH WALKTHROUGH DETAILING THE INSTALLATION OF !DOBE S 0$& I&ILTER AND THE 24& I&ILTER AVAILABLE FROM -ICROSOFT 7HILE THESE WALKTHROUGHS IN #HAPTER PROVIDED THE STEPS FOR SETTING UP I&ILTERS THEY FOCUSED ONLY ON THESE TWO FILE FORMATS 4HERE ARE HUNDREDS OF OTHER FILE FORMATS THAT ORGANIZATIONS MAY NEED TO INDEX WITH 3HARE0OINT I&ILTERS ARE AVAILABLE FOR MOST MAJOR FILE TYPES THROUGH A VARIETY OF VENDORS )N ADDITION THERE ARE USUALLY SEVERAL VENDORS OFFERING I&ILTERS FOR THE SAME FILE TYPE .OT ALL I&ILTERS WORK THE SAME AND DEPENDING ON THE AMOUNT OF CONTENT BEING CRAWLED THAT INCLUDES FILE TYPES REQUIRING AN I&ILTER CRAWL PERFORMANCE MAY BE DRASTICALLY DIFFERENT DEPENDING ON THE INSTALLED I&ILTER 3LOWER I&ILTERS RESULT IN SLOWER CRAWL TIME SINCE 3HARE0OINT S INDEX TAKES LONGER TO UNDERSTAND THE CONTENT OF FILES 4HE 0$& I&ILTER FOR EXAMPLE IS UNDOUBTEDLY THE MOST FREQUENTLY IMPLEMENTED I&ILTER 4HE CRAWL TIME FOR THE THREE MOST POPULAR 0$& I&ILTERS CAN BE FOUND IN &IGURE

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PDF iFilter Crawl Time 9:36:00 7:12:00 4:48:00 2:24:00 0:00:00

PDF iFilter Crawl Time (h:m:s)

&IGURE 0$& I&ILTER CRAWL TIMES

â&#x2013; .OTE #RAWL TIME COMPARISON IS BASED ON A DATA SET OF 0$& FILES IN FOLDERS '" OF DATA TOTAL &ULL DETAILS ON THE TESTING RESULTING IN THIS COMPARISON CAN BE FOUND AT Wcc_) Q[^Vb \bS] R^\ Q ^_P[ PaRWXeT ! ! ( _SU XUX[cTa cTbc fXcW bWPaT_^X]c ! Pb_g

7HILE !DOBE DOES OFFER A 0$& I&ILTER AT NO COST IT IS NOT THE MOST EFFICIENT SOLUTION 3EVERAL THIRD PARTY VENDORS SUCH AS )&ILTER 3HOP &OXIT AND 0$&LIB OFFER THEIR OWN VERSIONS OF A 0$& I&ILTER 4HE MOST POPULAR IS MOST LIKELY THE &OXIT 0$& I&ILTER WHICH ACCORDING TO -ICROSOFT SPEED TESTS WORKS TIMES FASTER THAN THE FREE !DOBE OFFERING 4HE MOST SIGNIFICANT CRAWL SPEED DIFFERENCES CAN BE FOUND ON MACHINES WITH MULTI CORE PROCESSORS AS &OXIT S I&ILTER MAKES EFFICIENT USE OF MULTI THREADING SUPPORT )N ADDITION TO BEING THE FASTEST 0$& I&ILTER AVAILABLE UNLIKE !DOBE S I&ILTER &OXIT PROVIDES TECHNICAL SUPPORT FOR THEIR PRODUCT !LSO WHILE !DOBE S 0$& I&ILTER CAN INDEX PAGE CONTENTS AND FILE ATTRIBUTES &OXIT S 0$& I&ILTER CAN ALSO INDEX 0$& BOOKMARKS AND 0$& ATTACHMENTS 4HE LICENSE COST FOR THE &OXIT 0$& I&ILTER IS AROUND 53 AND 53 FOR ANNUAL MAINTENANCE PER PRODUCTION SERVER .ON PRODUCTION SERVERS COST 53 PER SERVER ! FEATURE COMPARISON OF THE 0$& I&ILTERS AVAILABLE FROM !DOBE 0$&LIB AND &OXIT IS SHOWN IN 4ABLE

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4ABLE 0$& I&ILTER &EATURE #OMPARISON

Product Feature

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PDFlib TET PDF iFilter

Adobe iFilter

%XTRACT 0$& CONTENT

%XTRACT 0$& ATTRIBUTES

%XTRACT 0$& BOOKMARK

%XTRACT 0$& ATTACHMENTS

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%XTRACT 0$& METADATA )NDEXES 8-0 IMAGE METADATA 0ERFORMANCE &ASTEST

â&#x2013; .OTE -ORE INFORMATION ABOUT THE 0$& I&ILTERS REFERENCED IN THIS SECTION CAN BE FOUND AT THE FOLLOWING LOCATIONS fff U^gXcb^UcfPaT R^\ fff PS^QT R^\ bd__^ac S^f][^PSb STcPX[ Yb_.Uc_83,# !$ fff _SU[XQ R^\ _a^SdRcb cTc _SU XUX[cTa .VR[XS,2?aR%RQe$PD25HG3&@^S97T2 0 fff XUX[cTabW^_ R^\

)N ADDITION TO INDEXING 0$& FILE TYPES ORGANIZATIONS MAY NEED TO WORK WITH COUNTLESS ADDITIONAL DOCUMENT TYPES #OMPANIES THAT FOCUS ON ENGINEERING MANUFACTURING OR DESIGN MAY NEED TO INDEX $7' FORMAT #!$ FILES FOR EXAMPLE 6ENDORS SUCH AS )&ILTER 3HOP AND 2ANSDELL "ROWN )NC OFFER I&ILTERS THAT SUPPORT THIS )&ILTER 3HOP ALSO OFFERS A WIDE RANGE OF ADDITIONAL I&ILTERS SUCH AS !308 -3' -ICROSOFT 0ROJECT 0OST3CRIPT 2!2 :)0 ARCHIVES V#ARD 7INDOWS -EDIA !UDIO AND 6IDEO AND !DOBE 8-0 7HILE THESE ARE JUST A FEW OF THE VENDORS THAT OFFER I&ILTERS THERE IS AN ENTIRE COMMUNITY OF DEVELOPERS AND CONSULTANTS DEDICATED TO ENHANCING -ICROSOFT TECHNOLOGIES !SK FOR THEIR ADVICE CONSULT THE FORUMS OF THE COMPANY THAT PRODUCES THE CONTENT TYPE AND COMPARE SOLUTIONS .O MATTER THE ENVIRONMENT S CONTENT NEEDS THERE IS MOST LIKELY A SOLUTION AVAILABLE

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â&#x2013; .OTE -ORE INFORMATION ABOUT THE I&ILTERS REFERENCED IN THIS SECTION CAN BE FOUND AT THE FOLLOWING LOCATIONS fff SfVX]STg R^\ 3F65X[cTa Wc\[ fff XUX[cTabW^_ R^\

4AXONOMY /NTOLOGY AND -ETADATA -ANAGEMENT &OR THOSE NEW TO 3HARE0OINT OR EVEN KNOWLEDGE MANAGEMENT SYSTEMS THE TERMS TAXONOMY AND ONTOLOGY ARE PROBABLY TIED TO EXPERIENCES IN A BIOLOGY CLASS 4AXONOMY IS THE PRACTICE AND SCIENCE OF CLASSIFICATION /RIGINALLY USED TO CLASSIFY ORGANISMS THE USE OF TAXONOMIES HAS SPREAD TO CLASSIFYING THINGS AND CONCEPTS BY UNDERLYING PRINCIPLES 4AXONOMIES CAN BE SEEN IN THE ORGANIZATION OF COMPANIES WITH AN ORGANIZATIONAL CHART /RGANIZATIONAL CHARTS CLASSIFY PEOPLE BY WHO THEY WORK WITH WHO THEY WORK FOR AND WHO WORKS FOR THEM 4AXONOMIES CAN BE FOUND IN COMPANY PRODUCT CATALOGS ! COMPANY MAY SELL SHOES BUT IT MAY CLASSIFY THEM INTO GROUPS SUCH AS SIZE GENDER SEASON OR COLOR %ACH OF THESE PROPERTIES IS CONSIDERED TO BE A NODE AND ALL OF THE SHOES ARE CATALOGED INTO ONE OR MORE NODES ! MORE EXPANDED TAXONOMY MAY CONTAIN SEVERAL SUBSETS FOR EACH NODE &OR EXAMPLE TO CREATE MORE ACCURATE GROUPINGS SHOES MAY FIRST BE GROUPED BY GENDER AND THEN BY SEASON 4AXONOMIES ALLOW FOR INFORMATION TO BE ORGANIZED INTO A HIERARCHICAL STRUCTURE SO THAT IT IS EASIER TO MANAGE AND UNDERSTAND 7HILE SIMILAR IN CONCEPT ONTOLOGIES ARE A BIT BROADER THAN TAXONOMIES AS THEY APPLY A LARGER AND MORE COMPLEX WEB OF RELATIONSHIPS BETWEEN INFORMATION /NTOLOGY IS A FORMAL CONNECTION OF KNOWLEDGE AND CONNECTING CONCEPTS WITHIN A DOMAIN )NSTEAD OF SIMPLY GROUPING INFORMATION TOGETHER INTO SILOS ONTOLOGIES DEFINE RELATIONSHIPS BETWEEN INDIVIDUAL ITEMS /NTOLOGIES ARE THE FOUNDATION OF ENTERPRISE ARCHITECTURE AND AS A RESULT VITAL TO THE ABILITY TO CATALOG AND UNDERSTAND INFORMATION WITHIN 3HARE0OINT !LTHOUGH TAXONOMIES AND ONTOLOGIES ARE NOT THE ONLY KEY TO SEARCH THEY ARE A SIGNIFICANT BUILDING BLOCK FOR EFFECTIVE NAVIGATION 7ITHOUT RELATIONSHIPS BETWEEN DOCUMENTS TEAMS PEOPLE AND SITES 3HARE0OINT WOULD BE A VAST BLOB OF CONTENT WITHOUT ANY FRAMEWORK 3EARCHING FOR MANAGED PROPERTIES WOULD WORK BUT 3HARE0OINT WOULDN T BE ABLE TO UNDERSTAND THE DIFFERENCE BETWEEN THE PROPERTY THAT DEFINES A FILE AS A 0$& AND THE ONE THAT DEFINES ITS AUTHOR 5SERS COULD NOT SCOPE SEARCHES TO SPECIFIC SITES BECAUSE SITES ARE TAXONOMIC SILOS OF INFORMATION 3EARCHES COULD BE EXECUTED FOR PEOPLE BUT USERS COULD NOT SEE ORGANIZATION CHARTS OR THE DOCUMENTS THEY CREATED 3HARE0OINT MAKES SIGNIFICANT IMPROVEMENTS OVER ITS PREDECESSOR IN TAXONOMY MANAGEMENT -/33 DID NOT PROVIDE TAXONOMY MANAGEMENT TOOLS AND AS A RESULT MANAGING SCHEMAS AND CLASSIFYING CONTENT AGAINST THEM WAS DIFFICULT TO IMPOSSIBLE 4AXONOMIES COULD BE DESIGNED ONLY WITH VERY LIMITED NODES AND SUBSETS 4HESE SETBACKS RESULTED IN POTENTIALLY OVERSIMPLIFIED TAXONOMIC STRUCTURE 3HARE0OINT BY CONTRAST PROVIDES A POWERFUL TOOLSET FOR CREATING AND MANAGING TAXONOMIC STRUCTURES 4HIS HELPS ORGANIZATIONS LEVERAGE 3HARE0OINT FOR THE BACKBONE OF THEIR CATALOGING AND KNOWLEDGE MANAGEMENT NEEDS

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

!UTOMATED #LASSIFICATION "UILDING TAXONOMIES IS ONLY HALF OF THE SOLUTION 7HILE 3HARE0OINT ALLOWS FOR THE TAXONOMIC STRUCTURE TO BE DESIGNED IT FALLS SHORT OF AUTOMATIC MECHANISMS FOR CLASSIFYING ITEMS INTO THE TAXONOMY &ARM STRUCTURES CAN BE BUILT BUT ITEMS CANNOT EASILY BE ORGANIZED INTO THE STRUCTURE &EATURES ARE IN PLACE FOR USERS AND ADMINISTRATORS TO MANUALLY ASSIGN DOCUMENTS INTO TAXONOMIC STRUCTURES AND TAG THEM WITH METADATA BUT THIS PROCESS CAN BE CUMBERSOME AND INACCURATE 5NFORTUNATELY PEOPLE ARE INEFFICIENT AND INACCURATE AT TAGGING ITEMS 4OO OFTEN GENERAL TERMS SUCH AS MEETING NOTES SALES REPORT POLICIES AND MANUAL ARE TAGGED TO LARGE AMOUNTS OF UNRELATED DOCUMENTS BY USERS WHICH DILUTES THE SPECIFICS OF THE ITEM )T IS EXTREMELY COMMON TO FIND THE NAME OF THE COMPANY THAT OWNS THE PORTAL ON DOCUMENTS )F AN EMPLOYEE OF THE COMPANY !MERICAN .INJAS !SSOCIATED SEARCHES FOR THE TERM .INJA THEY ARE PROBABLY GOING TO RETURN A MASSIVE AMOUNT OF IRRELEVANT RESULTS BECAUSE THE COMPANY NAME WAS TAGGED AS METADATA )N FACT THE MOST RELEVANT METADATA IN MOST ENVIRONMENTS IS THE PROPERTIES 3HARE0OINT AUTOMATICALLY CREATES SUCH AS AUTHOR FILE TYPE AND UPLOAD DATE "ECAUSE THE SEARCH ENGINE HEAVILY RELIES ON METADATA FOR REFINEMENTS AND RELEVANCY THE EFFICIENCY OF SEARCH IS DIRECTLY AFFECTED BY THE QUALITY OF METADATA )F ITEMS ARE INCORRECTLY TAGGED OR STORED IN THE WRONG LOCATION THEY CANNOT BE FOUND IN SEARCH /RGANIZATIONS MAY SEEK TO IMPROVE SEARCH RELEVANCY BY CREATING MORE THOROUGH DOCUMENT UPLOAD PROCESSES THAT REQUEST MORE SPECIFIC INFORMATION AND PROVIDING BETTER TRAINING ON WHAT TO INCLUDE IN DOCUMENT TAGS 4HESE OPTIONS STILL RELY ON THE INACCURACY OF PEOPLE AND THEIR OPINIONS INSTEAD OF STRICTLY DESIGNED RULES AND ONTOLOGY !LTHOUGH 3HARE0OINT CANNOT AUTOMATICALLY ADD MOST METADATA TO ITEMS THERE ARE SEVERAL -ICROSOFT PARTNERS WITH COMMERCIALLY AVAILABLE SOLUTIONS TO ASSIST 4HERE ARE SEVERAL WELL ESTABLISHED SOLUTIONS TO HELP AUTO CLASSIFY 3HARE0OINT DATA SUCH AS 3MARTLOGIC S 3EMAPHORE -ETA6IS S #,!33)&)%2 AND #ONCEPT 3EARCHING S CONCEPT#LASSIFIER

CONCEPT#LASSIFIER #ONCEPT 3EARCHING S CONCEPT#LASSIFIER CAN AUTOMATICALLY CLASSIFY CONTENT IN 3HARE0OINT AGAINST ANY AVAILABLE TAXONOMY )T INTEGRATES WITH THE 3HARE0OINT 4ERM 3TORE AND CAN PROCESS ANY CONTENT THAT IS INDEXED BY 3HARE0OINT )T THEN APPLIES CONCEPTUAL METADATA TO CONTENT AND AUTO CLASSIFIES IT TO THE 4ERM 3TORE METADATA MODEL 4HE METADATA IT PRODUCES IS THEN STORED AS 3HARE0OINT PROPERTIES !UTHORIZED USERS CAN VIEW MANIPULATE AND ADD ADDITIONAL TAGS AS NECESSARY USING A FORM THAT INTEGRATES WITH THE STANDARD 3HARE0OINT 7EB 0ARTS 4HIS GREATLY REDUCES THE TIME RESOURCES AND INACCURACIES THAT COME WITH MANUAL TAGGING 4HE 4AXONOMY -ANAGER COMPONENT PROVIDES THE ABILITY TO GET INSTANT FEEDBACK AND AUTOMATIC SUGGESTIONS FOR TERMS FROM THE CLIENT S OWN CONTENT TO AUTOMATE THE TERM CREATION AND BUILDING THE HIERARCHICAL MODEL -ANAGEMENT TESTING AND VALIDATION ARE DONE IN CONCEPT#LASSIFIER AND TERMS ARE WRITTEN BACK INTO THE 4ERM 3TORE IN REAL TIME &IGURE SHOWS THE CONCEPT#LASSIFIER 4AXONOMY -ANAGER COMPONENT INTERFACE )N THIS IMAGE THE !VIONICS AND 3ENSORS NODE IS HIGHLIGHTED ON THE LEFT PANEL 4HIS SHOWS THE TAXONOMY HIERARCHY WHERE NODES CAN BE ADDED MOVED OR DELETED /N THE RIGHT PANEL ARE THE CLUES TERMS THAT HAVE BEEN AUTOMATICALLY OR MANUALLY GENERATED FROM THE ORGANIZATIONAL CONTENT

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

&IGURE CONCEPT#LASSIFIER 4AXONOMY -ANAGER COMPONENT INTERFACE 4HE USER CAN ADD TERMS MANUALLY PROVIDE A SCORE MAKE THE CLUE MANDATORY AND SELECT THE TYPE #LUE TYPES SUPPORTED INCLUDE THE FOLLOWING v

34!.$!2$ 3INGLE WORDS AND PHRASES

#!3% 3%.3)4)6%

$/#5-%.4 -%4!$!4! 0ARTIAL MATCHING ON METADATA VALUES

0(/.%4)# -!4#().' !BILITY TO LOCATE TOPICS REGARDLESS OF SPELLING VARIATIONS

2%'5,!2 %802%33)/. !NY REGULAR EXPRESSION CAN BE USED SUCH AS PART NUMBER CREDIT CARD NUMBERS

#,!33 )$ #AN BE CLASSIFIED ONLY IF PARENT OR GRANDPARENT IS CLASSIFIED

,!.'5!'% &),4%23 )NDIVIDUAL TOPICS LIMIT INDIVIDUAL CLUES TO SPECIFIC LANGUAGES

$OCUMENT MOVEMENT FEEDBACK IS ALSO AVAILABLE TO TUNE THE TAXONOMY 4HIS PROVIDES THE MECHANISM TO EVALUATE THE CHANGES ON THE TAXONOMY IN REAL TIME WITHOUT THE NEED TO RECLASSIFY THE CONTENT 4HE FEATURE WILL DISPLAY THE NEW CLASSIFICATIONS BASED ON CHANGES MADE TO THE SCORES )NDICATORS SHOW HOW THE SCORE CHANGES WILL IMPACT THE CLASSIFICATION )NDICATORS INCLUDE THE FOLLOWING

$OCUMENT REMAINS CLASSIFIED WITH A HIGHER SCORE

$OCUMENT REMAINS CLASSIFIED BUT WITH A LOWER SCORE

$OCUMENT REMAINS UNCLASSIFIED AND THE SCORE DOES NOT CHANGE

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

$OCUMENT WILL NOW BECOME CLASSIFIED

$OCUMENT EITHER STAYS OR BECOMES UNCLASSIFIED

CONCEPT#LASSIFIER CAN GREATLY INCREASE DOCUMENT CLASSIFICATION ACCURACY BY LEVERAGING MULTI WORD CONCEPTS IN ITS MATCHING ALGORITHMS 5NLIKE 3HARE0OINT S NATIVE TAGGING MECHANISM WHICH FORCES USERS TO ENTER ONE POTENTIALLY AMBIGUOUS WORD TO DEFINE A CONCEPT #ONCEPT 3EARCHING S TOOL CAN APPLY COMPOUND TERM PROCESSING TO CLASSIFY UNSTRUCTURED DOCUMENTS AGAINST TAXONOMIES &IGURE SHOWS CONCEPT#LASSIFIER S 4ERM 3TORE INTEGRATION !LL CHANGES MADE IN CONCEPT#LASSIFIER OR IN THE 4ERM 3TORE ARE IMMEDIATELY AVAILABLE WITHOUT THE NEED TO IMPORT OR EXPORT #LASSIFICATION RULES FOR !VIONICS AND 3ENSORS ARE ILLUSTRATED SHOWING THE SAME NODE AS THE PREVIOUS SCREENSHOT BUT FROM WITHIN THE 4ERM 3TORE 4HE CONCEPT#LASSIFIER TAXONOMY COMPONENT PROVIDES THE ABILITY TO MANAGE VALIDATE AND TEST THE TAXONOMY S )T ALSO ENSURES THAT CONTENT WILL BE CORRECTLY CLASSIFIED TO IMPROVE FINDABILITY IN SEARCH RECORDS MANAGEMENT AND COMPLIANCE

&IGURE CONCEPT#LASSIFIER 4ERM 3TORE INTEGRATION )N ADDITION TO AUTOMATIC CONCEPT EXTRACTION AND CLASSIFICATION CONCEPT#LASSIFIER ALSO PROVIDES MORE ADVANCED CLASSIFICATION RULES 4HESE ALLOW THE TOOL TO RECOGNIZE THE DIFFERENCE BETWEEN SINGLE WORD AND MULTI WORD CONCEPT OR PHRASES )T CAN UNDERSTAND EXISTING METADATA SUCH AS FILE TYPE AND STORAGE LOCATION 4HE TOOL UNDERSTANDS SPELLING VARIATIONS BASED ON PHONETICS MUCH LIKE THE PHONETIC SEARCH IN PEOPLE ON 3HARE0OINT )T CAN ALSO UNDERSTAND PATTERNS SUCH AS PART NUMBER AND ADDRESSES &INALLY IT CAN RECOGNIZE HIERARCHICAL RELATIONSHIPS BETWEEN TOPICS AND AUTOMATICALLY DETECTS THE DOMINANT LANGUAGE IN A DOCUMENT "EYOND THE NEED FOR WELL DESIGNED TAXONOMY AND METADATA TO DRIVE THE ABILITY TO FIND INFORMATION IT IS ALSO NECESSARY TO CONTROL SENSITIVE INFORMATION &OR 3HARE0OINT DEPLOYMENTS WITH ORGANIZATIONALLY DEFINED SENSITIVE INFORMATION SUCH AS &OR /FFICIAL 5SE /NLY &/5/ 0ERSONALLY )DENTIFIABLE )NFORMATION 0)) AND 0ERSONAL (EALTHCARE )NFORMATION 0() ACCURATE DOCUMENT CLASSIFICATION MEANS MORE THAN

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EFFICIENCY &OR ORGANIZATIONS WITH THIS TYPE OF INFORMATION POOR CLASSIFICATION LEAVES PORTALS OPEN TO SECURITY BREACHES #ONCEPT 3EARCHING S CONCEPT#LASSIFIER CAN BE USED TO AUTOMATICALLY DETECT SENSITIVE INFORMATION OR POTENTIAL SECURITY BREACHES )T CAN DO THIS BY DETECTING PATTERNS AND CROSS REFERENCING THEM TO ASSOCIATED VOCABULARY $OCUMENTS THAT THE TOOL FINDS TO MEET CERTAIN SUSPECT PARAMETERS CAN BE TAGGED APPROPRIATELY AND LOCKED DOWN IF NECESSARY 4HIS FEATURE CAN ALSO AUTOMATICALLY CHANGE THE FILE S CONTENT TYPE SO THAT WORKFLOWS AND PERMISSIONS MANAGEMENT CAN BE AUTOMATICALLY INITIATED TO PROTECT POTENTIALLY SENSITIVE DOCUMENTS )N &IGURE CONTENT HAS BEEN AUTOMATICALLY CLASSIFIED USING ONE OR MORE DEFINED TAXONOMIES "ASED ON THE CONCEPTUAL METADATA AND ORGANIZATIONALLY DEFINED DESCRIPTORS DOCUMENTS ARE CLASSIFIED AND WHERE APPROPRIATE THE CONTENT TYPE HAS BEEN AUTOMATICALLY CHANGED 4HE SECOND AND THIRD DOCUMENT CONTAINED SOCIAL SECURITY NUMBERS AND 0ERSONALLY )DENTIFIABLE )NFORMATION 0)) THEREFORE THE CONTENT TYPE WAS CHANGED TO 0)) $OCUMENT AND THE TWO HIGHLIGHTED DOCUMENTS WILL BE ROUTED TO A SECURE REPOSITORY WHERE 7INDOWS 2IGHTS -ANAGEMENT CAN BE APPLIED

&IGURE CONCEPT#LASSIFIER AUTOMATICALLY TAGGING SESITIVE DOCUMENTS 4HE TIME IT TAKES TO INSTALL AND SET UP CONTENT#LASSIFIER IS RELATIVELY LIMITED CONSIDERING THE MASSIVE EFFECT IT CAN HAVE ON AN ENVIRONMENT 4HE PRODUCT IS DOWNLOADABLE IN MINUTES CONTAINS A MENU DRIVEN SETUP AND FROM AN ADMINISTRATION PERSPECTIVE IS EASY TO USE 4HE TAXONOMY CAPABILITIES ARE ALSO VERY EASY TO USE ESPECIALLY CONSIDERING THE AMOUNT OF TIME IT TAKES TO CREATE THEM IN OUT OF THE BOX 3HARE0OINT 4HERE ARE HOWEVER NO SOLUTIONS THAT CAN COMPLETELY OPERATE AUTONOMOUSLY WITHOUT SOME ADMINISTRATIVE ATTENTION 4AXONOMIES DO NEED TO BE MANAGED AND MAINTAINED 4HE TOOL WAS DESIGNED TO PROVIDE THIS CAPABILITY THROUGH THE INTERACTIVE FEATURES DESIGNED FOR SUBJECT MATTER EXPERTS BUSINESS USERS AS OPPOSED TO HIGHLY TECHNICAL TAXONOMY SPECIALISTS 3HARE0OINT ENVIRONMENTS NEVER REMAIN STATIC SO TIME IS REQUIRED FOR ONGOING MANAGEMENT OF THE TAXONOMY

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7HILE THESE ARE NOT ALL OF THE FEATURES OF #ONCEPT 3EARCHING S CONCEPT#LASSIFIER THIS DOES PROVIDE AN INITIAL IDEA OF THE AVAILABLE FUNCTIONALITY IN THIS AND OTHER CLASSIFICATION SOLUTIONS 7HILE AUTO CLASSIFICATION IS NOT THE ONLY WAY TO IMPROVE INFORMATION WITHIN TAXONOMIES AND ONTOLOGIES IT IS MOST CERTAINLY A GREAT PLACE TO START

#HOOSING THE "EST /PTION 4HE PREVIOUS CHAPTER REVIEWED A FEW OTHER APPROACHES TO IMPROVING RELEVANCY USING THE FEATURES INCLUDED IN 3HARE0OINT )N ADDITION TO THEIR AUTO CLASSIFICATION SOLUTIONS BOTH 3MARTLOGIC AND #ONCEPT 3EARCHING VENDORS OFFER ADDITIONAL TOOLS FOR MANAGING TAXONOMIES AND ONTOLOGIES ! COMPARISON OF THE AUTO CLASSIFICATION SOLUTION FEATURES FOR THESE TWO VENDORS IS SHOWN IN 4ABLE 4ABLE !UTO #LASSIFICATION 0RODUCTS

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8 8

2EPLACING THE 3HARE0OINT 3EARCH %NGINE !S THIS BOOK HAS EXTENSIVELY SHOWN 3HARE0OINT S NATIVE SEARCH CAPABILITIES ARE CAPABLE OF HANDLING THE BROAD NEEDS OF MOST ORGANIZATIONS 4HE INDEX ARCHITECTURE CAN BE SCALED OUT TO HANDLE AROUND MILLION ITEMS CUSTOM CONNECTORS CAN BE BUILT THROUGH THE "#3 SO THE INDEX CAN ACCESS CUSTOM CONTENT SOURCES AND THE USER INTERFACE CAN BE CUSTOMIZED AS NEEDED TO HELP USERS CONNECT WITH CONTENT 7HILE THE CAPABILITIES OF 3HARE0OINT 3EARCH ARE EXTENSIVE SOME ORGANIZATIONS MAY NEED FUNCTIONALITY BEYOND THAT WHICH IS SUPPORTED BY THE NATIVE PLATFORM $EPENDING ON THE NEEDS CUSTOM DEVELOPMENT MAY BE THE MOST APPROPRIATE OPTION )F CUSTOM DEVELOPMENT DOES NOT MATCH AN ORGANIZATION S TIME REQUIREMENTS BUDGET OR AVAILABLE SKILLSET THIRD PARTY TOOLS CAN BE ADDED TO BUILD OUT 3HARE0OINT S FUNCTIONALITY 4HERE ARE HOWEVER CERTAIN CASES WHERE THESE OPTIONS STILL DO NOT ADDRESS THE NEEDS OF AN ORGANIZATION )N THESE CASES IT MAY BE NECESSARY TO REPLACE 3HARE0OINT S SEARCH ARCHITECTURE

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2EADERS THAT HAVE FOLLOWED THIS BOOK IN ITS ENTIRETY TO THIS CLOSING SECTION HAVE CERTAINLY FOUND 3HARE0OINT S SEARCH CAPABILITIES OR AVAILABLE ADD ONS TO MEET THE MAJORITY OF THEIR NEEDS !S POINTED OUT THROUGHOUT THIS BOOK SEARCH IN 3HARE0OINT DOES HAVE ITS LIMITATIONS SOME OF WHICH CAN BE OVERCOME ONLY BY COMPLETELY REPLACING THE SEARCH ARCHITECTURE &OR THOSE READERS WHO HAVE HIT A WALL WITH 3HARE0OINT S LIMITATIONS IT IS NECESSARY TO REVIEW SOME OF THE MOST POPULAR SOLUTIONS TO REPLACING 3HARE0OINT SEARCH "EFORE LOOKING INTO SOLUTIONS TO HANDLING THE LIMITATIONS OF 3HARE0OINT 3EARCH IT IS FIRST IMPORTANT TO REVIEW THE LIMITATIONS POINTED OUT THROUGHOUT THIS BOOK -ANY OF THE FRONT END USER INTERFACE LIMITATIONS HAVE BEEN REVIEWED IN #HAPTER AND THROUGHOUT THIS CHAPTER 4HESE INCLUDE LIMITATIONS SUCH AS THE NUMBER OF SUGGESTIONS THAT CAN BE PRESENTED FOR EACH REFINER CATEGORY A LACK OF DOCUMENT PREVIEWS AND THE LIMITED ABILITY TO CUSTOMIZE SEARCH INTERFACES TO USER CONTEXT 4HESE LIMITATIONS CAN BE OVERCOME THROUGH COMMERCIALLY AVAILABLE 3HARE0OINT EXTENSIONS "ACK END LIMITATIONS BY CONTRAST ARE DIRECTLY TIED TO THE CORE ARCHITECTURE OF THE SEARCH SOLUTION "ACK END LIMITATIONS INCLUDE THOSE SUCH AS THE NUMBER OF ITEMS THAT CAN BE INDEXED THE EASE OF ACCESS INTO CONTENT SOURCES AND MANIPULATION OF RELEVANCY ! SUMMARY OF THE MAJOR BACK END LIMITATIONS CAN BE FOUND AT THE END OF THIS SECTION IN 4ABLE 5NLIKE THE FRONT END USER SIDE FEATURES WHICH CAN BE ENHANCED THROUGH SIMPLE CUSTOMIZATION OR COMMERCIAL EXTENSIONS BACK END LIMITATIONS REQUIRE COMPLETE REPLACEMENT OF THE SEARCH ARCHITECTURE AND INDEX PIPELINE

2EPLACEMENT #ONSIDERATIONS 4HE DECISION TO REPLACE THE SEARCH COMPONENTS IN 3HARE0OINT IS NOT ONE THAT SHOULD BE TAKEN LIGHTLY 7HILE THERE ARE MANY SEARCH ENGINES AVAILABLE THAT CAN INTEGRATE INTO 3HARE0OINT NONE DOES SO WITHOUT CONSEQUENCE !LL SEARCH ENGINE REPLACEMENTS WILL REQUIRE ADDITIONAL TIME TO SET UP CONFIGURE AND MANAGE 4HEY CAN BRING ADVANTAGES BUT FOR MANY ORGANIZATIONS THE DISADVANTAGES BROUGHT BY THE COMPLEXITIES OF MIXING TECHNOLOGIES IN ONE FARM DO NOT JUSTIFY THE CHANGE 7HEN ANALYZING POTENTIAL REPLACEMENTS FOR 3HARE0OINT 3EARCH IT IS IMPORTANT TO FULLY UNDERSTAND THE ANSWERS TO THESE QUESTIONS

$O ) NEED TO INDEX MORE THAN MILLION ITEMS 3HARE0OINT IS CAPABLE OF HANDLING UP TO MILLION ITEMS IF PROPERLY SCALED 4HERE ARE FEW ORGANIZATIONS IN THE WORLD THAT BREAK THIS LIMIT &OR ORGANIZATIONS THAT NEED TO INDEX MORE CONTENT THAN 3HARE0OINT IS CAPABLE OF SUPPORTING REPLACING 3HARE0OINT S NATIVE SEARCH PIPELINE IS NECESSARY 4HIS IS THE SINGLE MOST COMPELLING REASON TO REPLACE 3HARE0OINT 3EARCH

$O ) HAVE AN ENTERPRISE AGREEMENT FOR 3HARE0OINT #URRENTLY -ICROSOFT S REPLACEMENT OF THE NATIVE 3HARE0OINT SEARCH ENGINE &!34 3EARCH 3ERVER FOR 3HARE0OINT IS AVAILABLE ONLY TO DEPLOYMENTS OF THE ENTERPRISE VERSION OF 3HARE0OINT /RGANIZATIONS THAT PURCHASE THE EXTENSION MUST BE AT THE %#!, LEVEL

$O ) HAVE THE TIME TO MANAGE A MORE COMPLEX ENTERPRISE SEARCH ENGINE 7HILE SOME ENTERPRISE SEARCH ENGINE REPLACEMENTS ARE MARKETED TO BE EASIER TO MANAGE ALL BRING THE INHERENT COMPLEXITY OF ANOTHER MAJOR SOLUTION TO MANAGE 5NLIKE A SEARCH EXTENSION WHICH ADDS ONTO 3HARE0OINT REPLACING THE SEARCH ENGINE REQUIRES MANAGEMENT OF A SECOND SET OF SEARCH INDEX ARCHITECTURE AND SOFTWARE 4HE TIME IT WILL TAKE TO REBUILD SITES MANAGE METADATA SECURE PERMISSIONS AND MAINTAIN ADDITIONAL PHYSICAL SERVERS SHOULD BE TAKEN INTO ACCOUNT

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#AN THE ADDITIONAL USER INTERFACE FEATURES ) NEED BE ACHIEVED THROUGH AN EXTENSION OF 3HARE0OINT OR DO ) NEED TO REPLACE THE CORE SEARCH ENGINE )T MAKES NO SENSE TO REPLACE THE ENTIRE SEARCH ENGINE JUST TO ACHIEVE DEEP NUMBERED REFINERS #OMPARATIVELY INEXPENSIVE COMMERCIAL SOLUTIONS ARE AVAILABLE TO MEET THESE MORE BASIC NEEDS 5NFORTUNATELY COUNTLESS ENTERPRISE SEARCH ENGINE REPLACEMENT PROJECTS ARE STARTED ON THIS ILLOGICAL PREMISE 7ELL MANAGED ORGANIZATIONS DON T PAY HUNDREDS OF THOUSANDS OF DOLLARS FOR THE COMPLEXITY OF A SEARCH ENGINE REPLACEMENT WHEN A SIMPLE 7EB 0ART WILL FIX THE NEED "EFORE DETERMINING THAT 3HARE0OINT SEARCH NEEDS TO BE REPLACED FIRST LOOK AT HOW IT CAN BE ENHANCED %NHANCEMENTS ARE GENERALLY MUCH LESS EXPENSIVE TIME CONSUMING AND DISRUPTIVE TO USERS

$O ) HAVE THE BUDGET %NTERPRISE SEARCH ENGINES ARE EXPENSIVE "E PREPARED TO ALLOCATE A BUDGET STARTING AT 53 FOR A MINIMAL SEARCH ENGINE REPLACEMENT SUCH AS A SINGLE SERVER 'OOGLE 3EARCH !PPLIANCE &OR ENTERPRISE LEVEL SEARCH ENGINES SUCH AS !UTONOMY %NDECA OR &!34 3EARCH 3ERVER FOR 3HARE0OINT BE PREPARED TO EXPECT SOFTWARE COSTS THAT START AT 53 4HEN BE SURE TO APPROPRIATELY BUDGET FOR ADDITIONAL HARDWARE PROFESSIONAL SERVICES MAINTENANCE AND TRAINING

)F AFTER ANALYZING ANSWERS TO THESE QUESTIONS THE ORGANIZATION STILL NEEDS TO REPLACE 3HARE0OINT 3EARCH THERE ARE MANY SOLUTIONS TO CONSIDER %NTERPRISE SEARCH PROVIDERS SUCH AS %NDECA !UTONOMY #OVEO 'OOGLE AND &!34 ALL OFFER SOLUTIONS THAT CAN REPLACE 3HARE0OINT S SEARCH ARCHITECTURE 4HE ENTERPRISE SEARCH ENGINES OFFERED BY THESE COMPANIES ARE DESIGNED TO BE EXTREMELY SCALABLE AND CRAWL A BROAD RANGE OF CONTENT SOURCES )N ADDITION THEY ALLOW ADMINISTRATORS SIGNIFICANTLY MORE INFLUENCE OVER THE INDEX PIPELINE AND RELEVANCY %ACH ENTERPRISE SEARCH PROVIDER CATERS TO A SLIGHTLY DIFFERENT SET OF NEEDS #ONSIDERING THE SIGNIFICANT INVESTMENT AND IMPACT IF AN ORGANIZATION NEEDS TO REPLACE 3HARE0OINT 3EARCH IT IS BEST TO CONTACT EACH VENDOR AND CONDUCT A THOROUGH ANALYSIS OF THE AVAILABLE OPTIONS 4HE MOST WIDELY POPULAR REPLACEMENTS FOR 3HARE0OINT S NATIVE SEARCH ARE THE SOLUTIONS OFFERED BY 'OOGLE AND -ICROSOFT

'OOGLE 3EARCH !PPLIANCE 'OOGLE S OFFERING THE 'OOGLE 3EARCH !PPLIANCE '3! IS DESIGNED TO BE A STRAIGHTFORWARD PLUG AND PLAY SOLUTION TO ENTERPRISE SEARCH )T IS A PACKAGED COMBINATION OF A STANDARD RACK MOUNTED SERVER AND ADMINISTRATIVE SOFTWARE THAT CAN BE PLUGGED INTO A SERVER RACK TO PROVIDE AN INSTANTLY SCALABLE ON PREMISE SEARCH SOLUTION FOR WEB SITES AND INTRANETS 4HE '3! FOUND A RISE IN POPULARITY IN -/33 FOR SEVERAL REASONS 3ADLY THE MOST NOTEWORTHY REASON FOR THE POPULARITY OF THE '3! IS ITS BRAND PRESENCE SINCE IT IS OFFERED BY THE WORLD S LEADING GLOBAL SEARCH PROVIDER )MPLEMENTATIONS ON 3HARE0OINT ALSO INCREASED ON 3HARE0OINT DUE TO NEW MIGRATIONS FROM FILE SHARES TO -/33 WHICH SAW A DRASTIC JUMP IN POPULARITY OVER ITS PREDECESSORS -ANY ORGANIZATIONS OWNED 'OOGLE 3EARCH !PPLIANCES FOR THEIR WEB SITES OR FILE SHARES AND FOUND A WAY TO JUSTIFY THEM IN -/33 )TS UPTAKE ALSO GREATLY BENEFITED FROM THE LIMITED SEARCH ARCHITECTURE SCALING AVAILABLE IN -/33 4HE '3! WAS ABLE TO TAKE ADVANTAGE OF A BRUTE FORCE APPROACH TO SEARCHING MASSIVE AMOUNTS OF DOCUMENTS SPREAD ACROSS MANY CONTENT SOURCES 3IMPLY ADDING ANOTHER '3! DECREASED CRAWL TIMES AND INCREASED THE MAXIMUM INDEX SIZE AS WELL AS SEARCH SPEED )T PROVIDED BENEFITS OVER -/33 S SEARCH USER INTERFACE WHICH INCLUDED DYNAMIC NAVIGATION ADVANCED QUERY SYNTAX QUERY SUGGESTIONS AUTOMATIC SPELLCHECK AND RESULT GROUPINGS BASED ON TOPIC )T ALSO OPENED UP A BROAD

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RANGE OF REPORTING AND ANALYSIS FEATURES THROUGH 'OOGLE !NALYTICS NOT AVAILABLE IN -/33 3OME OF THESE ANALYTICS CAN BE SEEN IN &IGURE

&IGURE 'OOGLE 3EARCH !PPLIANCE !NALYTICS 7ITH 3HARE0OINT IT IS APPARENT THAT -ICROSOFT TOOK NOTE OF THE LOSS OF MARKET SHARE AROUND SEARCH 4HE MAJORITY OF THE FEATURES THAT MADE THE 'OOGLE 3EARCH !PPLIANCE STAND OUT IN THE -/33 ERA WERE INTEGRATED INTO NATIVE 3HARE0OINT 4HE SEARCH USER INTERFACE FEATURES SUCH AS RELATED QUERIES QUERY SYNTAX AND REFINERS HAVE ALL BEEN INTEGRATED INTO 30 &IGURE SHOWS THE '3! SEARCH EXPERIENCE ON THE PLATFORM AND IT IS HELPFUL FOR UNDERSTANDING THE BASIC USER INTERFACE DIFFERENCES )N ADDITION TO THE DECREASED GAP IN THE USER INTERFACE WITH THE CAPABILITIES OF THE "#3 DEVELOPERS CAN MORE EASILY CONNECT 3HARE0OINT TO A WIDE RANGE OF CONTENT SOURCES 3HARE0OINT S NATIVE SEARCH ARCHITECTURE IS ALSO SIGNIFICANTLY MORE SCALABLE THAN -/33 3HARE0OINT ALSO PROVIDES A MUCH BROADER SUITE OF SEARCH ANALYTICS THROUGH THE NEWLY INTRODUCED 7EB !NALYTICS REPORTS DISCUSSED IN THE PREVIOUS CHAPTER

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&IGURE 'OOGLE 3EARCH !PPLIANCE RESULTS IN 3HARE0OINT 7HILE THE IMPROVEMENTS IN 3HARE0OINT 3EARCH GREATLY REDUCE THE FEATURE GAP BETWEEN THE 'OOGLE 3EARCH !PPLIANCE AND 3HARE0OINT THERE ARE SOME REMAINING BENEFITS TO 'OOGLE $EPENDING ON THE '3! MODEL AN ORGANIZATION CHOOSES TO IMPLEMENT THE INDEX IS MARKETED TO BE INFINITELY SCALABLE TO BILLIONS OF ITEMS "Y CONTRAST 3HARE0OINT S INDEX IS CAPPED AROUND MILLION ITEMS 4HE '3! DOES SUPPORT MORE CONTENT SOURCES OUT OF THE BOX WITHOUT KNOWLEDGE OF THE CONNECTOR FRAMEWORK 4HIS IS IMPORTANT FOR ORGANIZATIONS THAT WANT TO EASILY CONNECT TO CONTENT LOCATED IN %-# $OCUMENTUM )"- &ILE.ET (UMMINGBIRD ,OTUS .OTES /RACLE #ONTENT 3ERVER AND 3!0 +- )T IS ALSO NOTEWORTHY TO MENTION THAT 'OOGLE S RELEVANCY IS PRIMARILY BENEFICIAL IN THE PUBLIC DOMAIN 4HE FACTOR OF RELEVANCY COMBINED WITH A QUESTIONABLE HISTORY OF SECURITY IS PARTLY THE REASON MOST '3! DEPLOYMENTS CAN BE FOUND ON PUBLIC SITES AND NOT INTRANETS 4HE TECHNIQUE OF CRAWLING GLOBAL WEB SITES IS QUITE DIFFERENT THAN THE TECHNIQUES USED TO PROVIDE RELEVANT SEARCH RESULTS ON AN INTRANET 'LOBAL SEARCH ENGINES ARE USED TO CONNECT PEOPLE WITH GENERAL INFORMATION SCATTERED AROUND THE 7EB 4HEY FUNCTION SIMILARLY TO THE YELLOW PAGES IN THAT PEOPLE ARE FREQUENTLY SEARCHING FOR GENERAL CONCEPTS AND NOT SPECIFIC ITEMS &OR EXAMPLE LIKE THE YELLOW PAGES ON A GLOBAL SEARCH ENGINE USERS MAY SEARCH FOR GENERAL CONCEPTS SUCH AS SHOE STORES IN THEIR CITY 4HEY ARE NOT FREQUENTLY SEARCHING FOR A SPECIFIC PAIR OF SHOES LOCATED AT A SPECIFIC BRANCH OF A STORE )F USERS WANT TO FIND A SPECIFIC PAIR OF SHOES AT A SPECIFIC STORE THEY DO A GLOBAL SEARCH TO FIND THE STORE S WEB SITE AND THEN CALL OR SEARCH AGAIN WITHIN THE WEB SITE USING THE SITE S SEARCH ENGINE 4HE USER EXPERIENCE WHEN SEARCHING WITHIN INTRANETS IS QUITE THE OPPOSITE 4HEY ARE GENERALLY LOOKING FOR A SPECIFIC ITEM AUTHORED BY A SPECIFIC PERSON WITHIN A SPECIFIC SITE 4HE ABILITY TO PRESENT RELEVANT RESULTS BASED ON THIS SPECIFICITY IS WHAT MAKES 3HARE0OINT S RELEVANCY SHINE ON INTRANETS

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!LTHOUGH THE 'OOGLE 3EARCH !PPLIANCE IS ONE OF THE LEAST EXPENSIVE OPTIONS FOR REPLACING 3HARE0OINT 3EARCH IT IS STILL NOT CHEAP -ANAGEMENT OF SEARCH STILL REQUIRES TIME AND ATTENTION 3ETUP TIME IS SLIGHTLY LESS THAN THE AMOUNT OF TIME NECESSARY TO SET UP SEARCH IN 3HARE0OINT BUT NOT DRASTICALLY REDUCED 0RICING FOR THE APPLIANCE WHICH INCLUDES BOTH HARDWARE AND SOFTWARE IS BASED ON THE NUMBER OF INDEXED DOCUMENTS !T THE END OF PRICING FOR THE BASIC APPLIANCE MODEL STARTED AROUND 53 FOR A TWO YEAR CONTRACT AND THE ABILITY TO INDEX ITEMS 4HE BASIC MODEL CAN BE SCALED TO SUPPORT UP TO MILLION ITEMS AND THE MORE POWERFUL MODEL CAN SUPPORT UP TO MILLION ITEMS PER APPLIANCE 5NLIKE MOST ENTERPRISE SEARCH PLATFORMS WHICH CHARGE A ONE TIME LICENSE FEE AND ANNUAL SUPPORT 'OOGLE LICENSES THE '3! IN TWO OR THREE YEAR LEASES 7HEN THE CONTRACT PERIOD EXPIRES THE UNIT STOPS SERVING DATA )T CAN THEN BE RETURNED OR REPLACED WITH INITIATION OF A NEW CONTRACT

â&#x2013; .OTE 'OOGLE S SEARCH APPLIANCE IS NOT THE SAME AS 'OOGLE -INI 'OOGLE -INI IS A SIMPLE SEARCH ENGINE FOR USE WITH LESS THAN ITEMS AND IS PRIMARILY DESIGNED FOR WEB SITES 3HARE0OINT S SEARCH CAPABILITIES ARE SIGNIFICANTLY MORE ADVANCED THAN 'OOGLE -INI AND AS A RESULT IT WOULD NOT BE A VIABLE REPLACEMENT FOR 3HARE0OINT SEARCH

&!34 3EARCH 3ERVER FOR 3HARE0OINT )N 7AVE -ICROSOFT HAS DECIDED TO ATTACK ALTERNATIVE ENTERPRISE SEARCH ENGINES HEAD ON )N EARLY -ICROSOFT ACQUIRED THE .ORWEGIAN ENTERPRISE SEARCH VENDOR &!34 3EARCH AND 4RANSFER &!34 %STABLISHED NEARLY A DECADE EARLIER &!34 WAS ONE OF THE WORLD S LEADING PROVIDERS OF HIGH END SEARCH AND BUSINESS INTELLIGENCE SOLUTIONS )TS PLATFORM &!34 %30 IS A HIGHLY CUSTOMIZABLE AND SCALABLE SEARCH ENGINE CAPABLE OF MEETING A SEEMINGLY ENDLESS ARRAY OF SEARCH AND INTELLIGENCE BASED BUSINESS NEEDS "Y ACQUIRING &!34 -ICROSOFT TOOK A SIGNIFICANT STEP TOWARD ALLEVIATING ITS DEFICIENCIES IN THE SEARCH MARKETPLACE 3INCE THE ACQUISITION -ICROSOFT AND THE &!34 'ROUP HAVE BEEN HARD AT WORK TO INTEGRATE &!34 S SEARCH TECHNOLOGIES INTO -ICROSOFT S MORE MAINSTREAM INFRASTRUCTURE SOLUTIONS 7HILE SOME OF THESE TECHNOLOGIES ARE AVAILABLE IN NATIVE 3HARE0OINT 3EARCH THE RELEASE OF &!34 3EARCH 3ERVER FOR 3HARE0OINT ESTABLISHED -ICROSOFT AS A REAL PLAYER IN THE ENTERPRISE SEARCH SPACE &!34 3EARCH 3ERVER FOR 3HARE0OINT IS A REPLACEMENT FOR THE 3HARE0OINT SEARCH ARCHITECTURE )T INTEGRATES SEAMLESSLY INTO 3HARE0OINT WITH A FAMILIAR INTERFACE AND BY PICKING UP SETTINGS PERMISSIONS AND METADATA &!34 3EARCH 3ERVER FOR 3HARE0OINT IS NOT AN EXTENSION TO 3HARE0OINT 3EARCH HOWEVER IT IS A REPLACEMENT SINCE IT DOES REQUIRE DEDICATED SERVERS AND ADDS A COMPLETELY DIFFERENT INDEX PIPELINE

â&#x2013; .OTE &!34 3EARCH 3ERVER FOR 3HARE0OINT SHOULD NOT BE CONFUSED WITH ITS STAND ALONE ENTERPRISE SEARCH PLATFORM &!34 %30 &!34 %30 IS A SERVICE ORIENTED ARCHITECTURE USED TO BUILD SEARCH DERIVED APPLICATIONS

&!34 3EARCH 3ERVER FOR 3HARE0OINT CAN GREATLY EXPAND THE USER INTERFACE AND THE SEARCH BACK END FOR ENTERPRISE 3HARE0OINT DEPLOYMENTS 4HE PLATFORM INCLUDES ALL OF THE FEATURES OF STANDARD 3HARE0OINT 3EARCH AND ADDS ADDITIONAL USER INTERFACE FEATURES SUCH AS ADVANCED SORTING DOCUMENT PREVIEWS DEEP NUMBERED REFINERS AND VISUAL BEST BETS !DVANCED SORTING ALLOWS FOR A BROAD RANGE OF

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ADDITIONAL SEARCH SORTING OPTIONS BEYOND 3HARE0OINT S STANDARD RELEVANCY 4HIS FEATURE IS SIMILAR TO THE hDISPLAY RELEVANCE VIEW OPTIONv AND hDISPLAY MODIFIED DATE VIEW OPTIONv IN STANDARD 3HARE0OINT BUT PROVIDES MORE EXTENSIVE SORTING SUCH AS SIZE DOCUMENT RANK CREATED DATE AND MODIFIED DATE 4HESE SORTING OPTIONS CAN ALSO BE CUSTOMIZED TO MEET THE SPECIFIC NEEDS OF A DEPLOYMENT &IGURE SHOWS THE DEFAULT OPTIONS MADE AVAILABLE WITH THIS FEATURE

&IGURE &!34 3EARCH 3ERVER FOR 3HARE0OINT ADVANCED SORTING /NE OF THE MOST POPULAR FEATURES OF &!34 3EARCH 3ERVER FOR 3HARE0OINT IS THE DOCUMENT THUMBNAIL AND PREVIEW FEATURE 4HIS IS A VERY LIMITED VERSION OF THE VISUALIZATION FUNCTIONALITY REVIEWED EARLIER IN THIS CHAPTER &!34 3EARCH 3ERVER FOR 3HARE0OINT S DOCUMENT PREVIEW IS MADE AVAILABLE THROUGH THE USE OF 3HARE0OINT /FFICE 7EB !PPLICATIONS /7! SO PREVIEWS ARE AVAILABLE ONLY FOR /FFICE DOCUMENTS -ORE SPECIFICALLY FIRST PAGE THUMBNAILS ARE AVAILABLE ON THE SEARCH RESULTS PAGE FOR -ICROSOFT 7ORD AND 0OWER0OINT FILES &ULL DOCUMENT PREVIEWS ARE CURRENTLY AVAILABLE ONLY FOR 0OWER0OINT FILES &IGURE &OR &!34 S THUMBNAIL AND DOCUMENT PREVIEW TO FUNCTION THE DOCUMENT MUST BE STORED ON A 3HARE0OINT SITE THAT HAS /7! ENABLED 7HILE THIS DOES PROVIDE A NICE VISUALIZATION ENHANCEMENT FOR 3HARE0OINT CLIENTS USING THE SEARCH REPLACEMENT SHOULD BE AWARE THAT PREVIEWS FOR /FFICE FILES OTHER THAN 7ORD AND 0OWER0OINT ARE NOT SUPPORTED AND USERS MUST HAVE /7! ENABLED ON THEIR BROWSERS 4HIS DOES LEAD TO THE RESTRICTION THAT USERS CANNOT PREVIEW 0$& !UTODESK OR OTHER -ICROSOFT /FFICE FILE FORMATS #AUTION SHOULD ALSO BE USED WHEN DEPLOYING THIS FEATURE TO PUBLIC SITES OR THOSE THAT ARE EXPECTED TO BE ACCESSED VIA MOBILE DEVICES WHERE THE INSTALLATION OF /7! CANNOT BE REASONABLY ASSURED

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&IGURE &!34 3EARCH 3ERVER FOR 3HARE0OINT 0OWER0OINT PREVIEW

â&#x2013; .OTE 6ISUALIZATION SOLUTIONS SUCH AS 3URF2AY S /NTOLICA 0REVIEW AND "! )NSIGHT S ,ONGITUDE 0REVIEW CAN BE ADDED TO &!34 TO SUPPORT BROADER CONTENT TYPES

&!34 3EARCH 3ERVER FOR 3HARE0OINT GREATLY ENHANCES THE "EST "ETS FEATURE TO ALLOW FOR MULTIPLE VISUAL BEST BETS 5NLIKE 3HARE0OINT 3EARCH WHICH ALLOWED FOR ONLY ONE BEST BET PER KEYWORD MULTIPLE SUGGESTIONS CAN BE TIED TO A SINGLE KEYWORD USING &!34 )N ADDITION WITH &!34 "EST "ETS CAN USE (4-, FOR GRAPHICAL BEST BETS SIMILAR TO THOSE FOUND ON WEB SITES INSTEAD OF THE SIMPLE TEXT SUGGESTIONS PROVIDED WITH 3HARE0OINT 4HIS IS ESPECIALLY BENEFICIAL TO ORGANIZATIONS THAT WISH TO USE 3HARE0OINT ON PUBLIC FACING DEPLOYMENTS &IGURE SHOWS THE DIFFERENCE BETWEEN BEST BETS IN 3HARE0OINT AND THOSE AVAILABLE IN &!34 FOR 3HARE0OINT 4HE VISUAL BANNER IS A &!34 BEST BET WHEREAS THE SECOND ITEM TITLED SHAREPOINT WITH A STAR IS A STANDARD 303 BEST BET

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

&IGURE &!34 3EARCH 3ERVER FOR 3HARE0OINT BEST BETS 4HE POPULAR SEARCH REFINEMENT 7EB 0ART IS ALSO GREATLY ENHANCED IN &!34 FOR 3HARE0OINT )NSTEAD OF PROVIDING PLAIN SHALLOW REFINEMENTS THAT CAN ANALYZE ONLY THE FIRST ITEMS IN A RESULT SET BY DEFAULT &!34 S REFINEMENTS ARE DEEP AND NUMBERED &IGURE 4HIS ALLOWS FOR REFINERS BASED ON THE AGGREGATION OF MANAGED PROPERTIES FOR THE ENTIRE RESULT SET 4HIS HAS THE SIGNIFICANT BENEFIT OF REFINEMENT OPTIONS REFLECTING ALL ITEMS MATCHING A QUERY )T DOES HOWEVER TAKE A SIGNIFICANT AMOUNT OF MEMORY FROM THE QUERY SERVER FOR LARGE RESULT SETS SO ENABLING THIS FEATURE SHOULD BE DONE WITH CAUTION &OR DEPLOYMENTS OF &!34 FOR 3HARE0OINT WITH MORE LIMITED HARDWARE OR A HIGH QUERY FREQUENCY THE OPTION REMAINS AVAILABLE TO DISPLAY REFINEMENTS BASED ONLY ON THE AGGREGATION OF PROPERTIES FOR THE TOP SEARCH RESULTS

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

&IGURE &!34 3EARCH 3ERVER FOR 3HARE0OINT DEEP REFINERS &!34 3EARCH 3ERVER FOR 3HARE0OINT CAN ALSO ENHANCE THE USER INTERFACE BY PROVIDING DIFFERENT RESULT RELEVANCY BEST BETS AND REFINEMENT OPTIONS BASED ON USER CONTEXT 4HIS ALLOWS THE SEARCH INTERFACE TO BE CATERED TOWARD USER GROUPS &OR EXAMPLE WHEN SEARCHING FOR THE KEYWORD hEXPANSION v PEOPLE LOGGED IN FROM THE SALES GROUP MAY GET A BEST BET FOR DOCUMENTS OUTLINING THE STRATEGY TO INCREASE SALES FIGURES IN A NEW GEOGRAPHY 0EOPLE IN THIS DEPARTMENT MAY ALSO GET SEARCH REFINEMENTS BASED ON PRODUCT GROUPS OR SALES TERRITORIES )F A USER FROM THE HUMAN RESOURCES DEPARTMENT EXECUTES THE SAME QUERY &!34 3EARCH 3ERVER FOR 3HARE0OINT CAN BE CONFIGURED TO PROVIDE A DIFFERENT EXPERIENCE FOR THAT USER BASED ON HIS OR HER DEPARTMENT 4HE USER IN THE HUMAN RESOURCES DEPARTMENT THAT SEARCHES FOR THE KEYWORD hEXPANSIONv COULD GET A VISUAL BEST BET FOR HIRING POLICIES IN A NEWLY ESTABLISHED DEPARTMENT 4HE SEARCH REFINEMENTS MAY INCLUDE FIELDS SUCH AS DEPARTMENT CLEARANCE LEVEL OR POLICY TYPE !LL OF THESE USER SIDE FEATURES CAN BE ADDED THROUGH SIGNIFICANTLY LESS EXPENSIVE SEARCH EXTENSIONS SUCH AS THOSE REVIEWED EARLIER IN THIS CHAPTER 4HE FEATURES THAT MAKE &!34 3EARCH 3ERVER FOR 3HARE0OINT STAND OUT ARE THOSE ON THE BACK END &!34 3EARCH 3ERVER FOR 3HARE0OINT REPLACES 3HARE0OINT S SEARCH ARCHITECTURE WITH AN EXTREMELY SCALABLE SEARCH ENGINE 7HILE 3HARE0OINT S NATIVE SEARCH INDEX CAN HANDLE UP TO MILLION ITEMS &!34 3EARCH 3ERVER FOR 3HARE0OINT CAN BE SCALED TO INDEX BILLIONS OF ITEMS WHILE RETAINING SUB SECOND QUERY TIMES ,IKE THE 'OOGLE 3EARCH !PPLIANCE SCALABILITY IS DEPENDENT ON LICENSING AND HARDWARE &!34 3EARCH 3ERVER FOR 3HARE0OINT REQUIRES ITS OWN DEDICATED HARDWARE )T CANNOT BE INSTALLED ON THE SAME SERVER AS 3HARE0OINT 3ERVER 4HE MINIMUM HARDWARE REQUIREMENTS INCLUDE A DEDICATED SERVER WITH '" 2!- #05 CORES AND '" OF DISK SPACE BUT '" 2!- #05 CORES AND 4" OF DISK SPACE ON 2!)$ ARE HIGHLY RECOMMENDED TO ACHIEVE THE INTENDED PERFORMANCE $UE TO THE ENTERPRISE NATURE OF THE SEARCH ENGINE HOWEVER MOST DEPLOYMENTS CONTAIN ABOUT FOUR SERVERS DEDICATED TO &!34 3EARCH 3ERVER FOR 3HARE0OINT

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

)N ADDITION TO AN EXTREMELY SCALABLE INDEX &!34 PROVIDES MUCH GREATER CONTROL OVER THE INDEX PIPELINE 3HARE0OINT 3EARCH WAS DESIGNED TO MAKE ACCESS TO POWERFUL SEARCH RELATIVELY SIMPLE !S A RESULT SOME LIMITATIONS WERE IMPLEMENTED IN WHAT CAN BE MANIPULATED IN REGARDS TO RELEVANCY DURING INDEXING 3HARE0OINT S INDEX PIPELINE CAN BE CONSIDERED A BLACK BOX WITH VERY LITTLE ABILITY FOR MANIPULATION 3HARE0OINT AND &!34 S DEFAULT RELEVANCY IS DESIGNED TO PROVIDE ACCURATE RESULTS ON INTRANETS AGAINST LARGE SETS OF DIFFERENT DATA %ACH ORGANIZATION S NEEDS ARE DIFFERENT AND BECAUSE RELEVANCY IS PERCEIVED DIFFERENTLY AMONG DIFFERENT USERS AND ORGANIZATIONS IT MAY BE HELPFUL TO TUNE RELEVANCY ACCORDING TO SPECIFIC NEEDS /RGANIZATIONS THAT WISH TO DIRECTLY INFLUENCE RELEVANCY ALGORITHMS CAN DO SO USING &!34 3EARCH 3ERVER FOR 3HARE0OINT !DMINISTRATORS WITH PROGRAMMING AND 7INDOWS 0OWER3HELL EXPERIENCE CAN BLEND MULTIPLE RANK COMPONENTS SUCH AS CONTENT CONTEXT AUTHORITY TERM PROXIMITY AND QUALITY +EYWORD DRIVEN STATISTIC DYNAMIC AND LINGUISTIC RELEVANCE CAN ALL BE MANIPULATED TO AFFECT THE ORDER OF ITEMS IN A RESULT SET &!34 ALLOWS ADMINISTRATORS TO EXTRACT METADATA AT INDEX TIME EXECUTE BUSINESS INTELLIGENCE ACTIVITIES ON THE FLY AND BUILD CUSTOM QUERIES USING &!34 S PROPRIETARY &1, QUERY LANGUAGE &!34 S METADATA EXTRACTION IS SIMILAR TO THE AUTO CLASSIFICATION SOLUTIONS REVIEWED EARLIER IN THIS CHAPTER ALTHOUGH IT DOES REQUIRE A BIT MORE MANUAL ATTENTION -ETADATA CAN BE EXTRACTED FROM THE PLAIN TEXT WITHIN ITEMS AS THEY ARE INDEXED EVEN IF NO FORMAL STRUCTURE EXISTS WITHIN THE FILE 4HIS ALLOWS FOR SIGNIFICANTLY IMPROVED CONNECTION OF STRUCTURED CONCEPTS AND PROPERTIES TO DOCUMENTS 4HIS METADATA CAN THEN BE USED TO ENHANCE SEARCH RELEVANCY AND PROVIDE MORE ACCURATE REFINEMENT OPTIONS TO USERS &INALLY MUCH OF THE REAL POTENTIAL FOR LARGE ENTERPRISES THAT CHOOSE TO IMPLEMENT &!34 3EARCH 3ERVER FOR 3HARE0OINT IS TIED TO THE ABILITY TO USE IT FOR A CORE TO CUSTOM SEARCH BASED APPLICATION 3"! DEVELOPMENT -ICROSOFT HAS TAKEN THE FIRST STEP TO PULLING SEARCH TECHNOLOGIES OUT OF THE SEARCH CENTER AND INTO OTHER APPLICATIONS &OR EXAMPLE &!34 CAN BE CONNECTED TO BUSINESS INTELLIGENCE SOLUTIONS SUCH AS %XCEL WORKBOOKS AND 2EPORTING 3ERVICES REPORTS 4HIS ALLOWS FOR ADVANCED DISCOVERY OF STATISTICAL INFORMATION THAT MAY BE USEFUL FOR MANAGEMENT TEAMS TO UNDERSTAND HOW EMPLOYEES ARE WORKING AND UTILIZING DATA )T ALSO PROVIDES THE ABILITY FOR MARKETING TEAMS TO USE SEARCH TO UNDERSTAND HOW CLIENTS MAY BE NAVIGATING A PUBLIC 3HARE0OINT SITE OR WHAT BEST BETS ARE MOST EFFECTIVE IN CONVERTING SITE BROWSERS TO CLIENTS $EVELOPERS AND CONSULTANTS CAN UTILIZE THE &!34 3EARCH 3ERVER FOR 3HARE0OINT AS THE CORE INFRASTRUCTURE FOR ADVANCED SYSTEMS OR PORTALS THAT RELY ON INFORMATION ACCESS AND REPORTING %XAMPLES INCLUDE SEARCH BASED APPLICATIONS SUCH AS RESEARCH AND DEVELOPMENT PORTALS PRODUCT SUPPORT DASHBOARDS SUPPLY CHAIN MANAGEMENT TRACKERS AND COMPLIANCE TOOLS !S MENTIONED EARLIER &!34 3EARCH 3ERVER FOR 3HARE0OINT IS LICENSED SEPARATELY FROM 3HARE0OINT 5NLIKE THE 'OOGLE 3EARCH !PPLIANCE WHICH INCLUDES EVERYTHING NEEDED IN ONE PACKAGE ORGANIZATIONS THAT WISH TO IMPLEMENT &!34 MUST PURCHASE HARDWARE 7INDOWS 3ERVER 31, AND &!34 3EARCH 3ERVER LICENSING 5SERS MUST HAVE THE ENTERPRISE CLIENT ACCESS LICENSE %#!, TO ACCESS THE &!34 FEATURES !T THE END OF PRICING PER SERVER FOR &!34 3EARCH 3ERVER FOR 3HARE0OINT STARTED AT ABOUT 53

#HOOSING THE "EST /PTION 4HIS SECTION WAS MEANT TO PROVIDE ONLY A HIGH LEVEL OVERVIEW OF THE MOST POPULAR OPTIONS FOR REPLACING 3HARE0OINT S NATIVE SEARCH ENGINE 4HERE ARE ENTIRE BOOKS DEDICATED TO THIS SUBJECT AND ANY ORGANIZATION THAT FINDS THAT ITS NEEDS REACH BEYOND THE CAPABILITIES OF 3HARE0OINT SHOULD SEEK THE GUIDANCE OF AN EXPERIENCED CONSULTANT #ONSIDERING THE FINANCIAL AND TIME INVESTMENTS REQUIRED TO IMPLEMENT ENTERPRISE SEARCH ENGINES EVEN THOSE THAT ARE MARKETED TO BE SIMPLE A THOROUGH ANALYSIS OF THE BEST SOLUTION TO MEET AN ORGANIZATION S PARTICULAR NEEDS SHOULD BE CONDUCTED ! HASTY JUMP INTO A MIXED PLATFORM MAY PROVE TO BE A COSTLY WASTE OF RESOURCES IF BETTER HARDWARE OR USER INTERFACE EXTENSIONS WOULD MEET NEEDS WITH GREATER EFFICIENCY 4ABLE WILL ASSIST WITH AN INITIAL ANALYSIS OF OPTIONS

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

4ABLE 3HARE0OINT '3! AND &!34 #OMPARISON

Feature

SharePoint 2010

Google Search FAST Search Server Appliance 2010 for SharePoint

Front end "ASIC SEARCH

#USTOM PROPERTIES

0ROPERTY EXTRACTION

,IMITED

1UERY SUGGESTIONS

3EARCH AS YOU TYPE

3IMILAR RESULTS

6ISUAL "EST "ETS

3ORT RESULTS ON MANAGED PROPERTIES OR RANK PROFILES

3HALLOW RESULTS REFINEMENT

$EEP RESULTS REFINEMENT

2ESULT CLUSTERING

$OCUMENT 0REVIEWERS

3COPES 8 3EARCH ENHANCEMENTS BASED ON USER CONTEXT

!LERTS 8

1UERY FEDERATION

7INDOWS FEDERATION

0EOPLE SEARCH

3OCIAL SEARCH

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

Feature

SharePoint 2010

Google Search FAST Search Server Appliance 2010 for SharePoint

Back end 4AXONOMY INTEGRATION

-ULTI TENANT HOSTING

2ICH WEB INDEXING SUPPORT 3UPPORT FOR -Y3ITES PROFILES PAGES SOCIAL TAGGING AND OTHER SOCIAL COMPUTING FEATURES

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

!UTOMATIC RELEVANCY TUNING BY DOCUMENT OR SITE PROMOTIONS -ANUALLY TUNABLE RELEVANCE WITH MULTIPLE RANK PROFILES ,ANGUAGE SUPPORT FOR MOST ,ATIN BASED LANGUAGES

8 8

,IMITED 8

,ANGUAGE SUPPORT FOR !SIAN CHARACTERS

2EAL TIME LANGUAGE TRANSLATION FOR QUERIES AND RESULTS

-ETADATA EXTRACTION DURING INDEXING

)NTEGRATION OF ADVANCED ") TASKS

-ULTIPLE SERVERS

!CCESS TO LINE OF BUSINESS ,/" DATA SYSTEMS 3ITE MAP AUTO GENERATION FOR GLOBAL SEARCH ENGINES 4OPOLOGY SCALABILITY

-AXIMUM INDEX CAPACITY

!PPROX MILLION ITEMS

"ILLIONS "ILLI

ONS

#(!04%2 â&#x2013; 3%!2#( %84%.3)/.3

â&#x2013; .OTE /NE ESPECIALLY IMPORTANT ITEM TO NOTE FROM THE PREVIOUS TABLE IS THAT UNLIKE STANDARD 3HARE0OINT AND '3! &!34 3EARCH 3ERVER FOR 3HARE0OINT IS NOT CAPABLE MULTI TENANT HOSTING &!34 3EARCH 3ERVER MUST BE DEPLOYED ON A FARM DEDICATED TO A SINGLE 3HARE0OINT CUSTOMER AND CANNOT BE OFFERED THROUGH HOSTING PROVIDERS AS A SHARED SERVICE

3UMMARY 4HIS CHAPTER HAS DESCRIBED THE BASIC WAYS 3HARE0OINT CAN BE ENHANCED USING THIRD PARTY SOLUTIONS "OTH OPEN SOURCE AND COMMERCIAL SOLUTIONS ARE AVAILABLE TO EXPAND 3HARE0OINT S SEARCH FEATURES AND MEET NEEDS BEYOND WHAT IS CAPABLE WITH THE NATIVE PLATFORM %NHANCEMENTS RANGE FROM SIMPLE 7EB 0ARTS TO DOCUMENT PREVIEW PANES TO AUTO CLASSIFICATION TOOLS )N EXTREME CASES WHERE 3HARE0OINT CANNOT BE ENHANCED THROUGH CONFIGURATION CUSTOM DEVELOPMENT OR COMMERCIAL ENHANCEMENTS THE SEARCH CAPABILITIES CAN BE REPLACED WITH ALTERNATIVE ENTERPRISE SEARCH ENGINES 4HIS FINAL CHAPTER PROVIDED THE FOOTING FOR INVESTIGATION OF SOLUTIONS TO SEARCH NEEDS BEYOND THIS BOOK 4HERE ARE EXTENSIVE LIBRARIES OF KNOWLEDGE CATERING TO POSSIBILITIES THAT ARE OPENED UP THROUGH 3HARE0OINT 3EARCH ,EVERAGE THOSE RESOURCES TO EXPLORE THE ENDLESS POSSIBILITIES FOR ENHANCEMENT

Index â&#x2013; Special Characters

â&#x2013; A

and Numbers

!BOUT -E SECTION

IMPORTANT SYNTAX

ACCESS CONTROL LIST !#,

0ROGRAM&ILES <-ICROSOFT /FFICE 3ERVERS< <"IN FOLDER

ACCURACY INDEX CHANGING n

WINDIR <SYSTEM FOLDER

!#, ACCESS CONTROL LIST

OPERATOR

ACTIONABLE RESULTS WITH /NTOLICA 3EARCH n

OPERATOR

!CTIONS "USINESS $ATA 7EB 0ART

ICON

!CTIVE $IRECTORY !$

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!CTIVE $IRECTORY MENU ITEM

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!$ !CTIVE $IRECTORY

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!DD A -ETHOD BUTTON -ETHOD $ETAILS PANEL

TAG

!DD !LERT OPTION

OPERATOR

!DD #OLLEAGUES PAGE

OPERATOR

!DD #ONTENT 3OURCES PAGE

OPERATOR

!DD #RAWL 2ULE PAGE

TAG

!DD +EYWORD BUTTON

MILLION DOCUMENTS OR LESS MODEL

!DD +EYWORD OPTION

TO MILLION DOCUMENTS MODEL

!DD .EW -APPING PAGE

MILLION DOCUMENTS MODEL

!DD .EW 4AB

MILLION DOCUMENTS MODEL

!DD PROPERTY RESTRICTIONS AREA

MILLION DOCUMENTS MODEL

!DD 2ULE OPTION

!DD 2ULES LINK

â&#x2013; ).$%8

!DD 3EARCH #ONNECTOR PROMPT

ANALYTICAL DATA XXI

!DD 3YNCHRONIZATION PAGE

!NALYZE TAB RIBBON

!DD TO -Y #OLLEAGUES LINK

ANCHOR TEXT KEYWORD MATCHES IN n

!DD 7EB 0ART OPTION

!.$ OPERATOR n n

!DDITIONAL QUERY DESCRIPTION LABEL !DMINISTRATION SECTION !DMINISTRATIVE 2EPORTS OPTION ADMINISTRATORS TOPICS FOR XXInXXII ADMIN MASTER PAGE !DVANCED 3EARCH PAGE n CHOOSING PROPERTY RESTRICTIONS n KEYWORDS ON n QUERY EXAMPLES ON n ADVANCED ASPX PAGE !DVANCED3EARCH"OX DWP !JAX OPTIONS ASYNCHRONOUS n !LERT FREQUENCY OPTION !LERT -E BUTTON !LERT -E OPTION FOR SEARCH RESULTS PAGE n

!NY 2ESULT 4YPE OPTION !NY+EYWORD OPTION !0)S APPLICATION PROGRAMMING INTERFACES n CUSTOM SEARCH PAGES n ADDING #ODE "EHIND CODE n MODIFYING APPLICATION PAGE MARKUP n SETTING UP SOLUTION n QUERY EXPRESSION PARSING ORDER n MANIPULATING WITH PARENTHESES OPERATORS n TREE STRUCTURES n 3EARCH n

!LERT-E ACTION

&ULL4EXT3QL1UERY CLASS BASED

!LL #ONTENT SCOPE RULE TYPE

+EYWORD1UERY OBJECT BASED n

ALL FILES ?CATALOGS MASTERPAGE FOLDER !LL OF THESE WORDS FIELD !LL 3ITES RESULTS PAGE !LL 3ITES SEARCH CENTER !LL 3ITES SEARCH PAGE n !LL 3ITES SEARCH TAB !LL 3ITES TAB n !LLOW ITEMS IN THIS LIST TO BE RATED OPTION

!NY OF THESE WORDS FIELD

WEB SERVICE n 31, QUERY SYNTAX FOR &ULL4EXT3QL1UERY CLASS n CONFIGURATION OPTIONS OF QUERY OBJECT #/.4!).3 PREDICATES FORMAT n CREATING QUERIES &2%%4%84 PREDICATES FORMAT

â&#x2013; ).$%8

+EYWORD)NCLUSION PROPERTY

!VERAGE2ATING CRAWLED PROPERTY

PREDICATES n

!VG2ATING PROPERTY

!PP #ONFIG FILE SETTINGS n APPENDED SEARCHES !PPLICATION -ANAGEMENT MENU !PPLICATION -ANAGEMENT SECTION APPLICATION PAGE MODIFYING MARKUP OF n APPLICATION PROGRAMMING INTERFACES 3EE !0)S APPLICATION MASTER PAGE APPLICATIONV MASTER PAGE APPLY TO ALL SUBSITES BOX ARCHITECTURE OF SEARCH n CRAWLER n DATABASES n INDEXER n QUERY PROCESSOR n !SK -E !BOUT SECTION ASPX PAGE n n !SSEMBLY #ONNECTOR PROJECT n ASYNCHRONOUS !JAX OPTIONS n !UTHOR PROPERTY !UTHORED,IST&ILTER WEBPART AUTHORITATIVE PAGES n AVAILABILITY n

"ACK ICON "ASIC 3EARCH #ENTER DEPLOYING OVERVIEW "#3 "USINESS #ONNECTIVITY 3ERVICES XXIV n ADDING SECURITY TRIMMING TO .%4 CONNECTORS n ARCHITECTURE n CONTENT SOURCES LAYER CORE COMPONENTS LAYER n PRESENTATION LAYER n CREATING .%4 CONNECTORS IN -ICROSOFT 6ISUAL 3TUDIO n !SSEMBLY #ONNECTOR PROJECT n "$# MODELING TOOLS n CREATING ENTITIES n CREATING ENTITY SERVICE CLASSES n CREATING SAMPLE FLAT FILE DATA SOURCES

MAKING SERVICES REDUNDANT n

DEFINING "$# MODEL n

PLANNING 3HARE0OINT 3EARCH DEPLOYMENT

DEPLOYMENT

SERVER DOWNTIME IMPACT CHART

â&#x2013; B

BACK BUTTONS ADDING TO SEARCH RESULT PAGES n

CREATING SECURITY TRIMMED #25$ OPERATIONS ON 31, DATABASES n

â&#x2013; ).$%8

ADDING CODE BEHIND CODE TO ACCESS EXTERNAL DATA SOURCES n CONNECTING MODELS TO DATA SOURCES MAPPING "$# MODELS TO DATA SOURCES n DEPLOYMENT TYPES n CODE BASED SOLUTIONS n CONFIGURING INDEXING n CREATING PROFILE PAGES TO DISPLAY "#3 RESULTS n

$ESIGNER WINDOW %XPLORER WINDOW "$# -ETHOD $ETAILS WINDOW "DC#USTOMER #USTOMER "DC-ODEL "$#- PROJECTS "EST "ET 3UGGESTIONS !CTION (ISTORY REPORT "EST "ET 3UGGESTIONS REPORT "EST "ET 5SAGE REPORT

FUNCTIONALITY n

BEST BETS

PERFORMING A SEARCH n

"EST "ETS FEATURE ON SEARCH RESULTS PAGE

SETTING TITLE FIELD IN EXTERNAL CONTENT TYPE 3ECURE 3TORE 3ERVICE APPLICATION n CONFIGURING n CREATING FOR IMPERSONATING n SETTING APPLICATION IMPERSONATION CREDENTIALS n SETTING PERMISSIONS n "#3 3OFTWARE $EVELOPER +IT "$# "USINESS $ATA #ONNECTIVITY MODEL DEFINING n

"EST "ETS 7EB 0ART BODY TEXT KEYWORD MATCHES IN "OOLEAN CONTAINS PREDICATE BOUNDARIES HARD CODED n "OUNDARIES LIMIT BRANDED MASTER PAGES n ADDING #33 STYLING n HIDDEN SEARCH BOX WHEN BRANDING SEARCH CENTERS n MAKING NAVIGATION VISIBLE AND SHOWING SEARCH BOX n

ADDING PARAMETERS TO MAP DATA SOURCE n

"ROWSE IN /RGANIZATIONAL #HART OPTION

CONFIGURING "$# MODEL AND ,/" SYSTEM n

BUDGET PLANNING 3HARE0OINT 3EARCH DEPLOYMENT

CONFIGURING ENTITY AND ENTITY METHODS n

"USINESS #ONNECTIVITY 3ERVICES 3EE "#3

CONFIGURING FINDER METHOD INSTANCE n MAPPING TO DATA SOURCES n

TOOLS n

"USINESS #ONNECTIVITY 3ERVICES COMPONENTS XXII "USINESS $ATA !CTIONS 7EB 0ART

â&#x2013; ).$%8

"USINESS $ATA #ONNECTIVITY %NTITY "USINESS $ATA #ONNECTIVITY MODEL 3EE "$# MODEL "USINESS $ATA #ONNECTIVITY SERVICE APPLICATION n "USINESS $ATA 7EB 0ART !CTIONS

CLICK ACTION OF SEARCH RESULTS CHANGING n CLICK DISTANCE AND RELEVANCY ALGORITHMS n CLICK POPULARITY AND RELEVANCY ALGORITHMS AND SEARCH ADMINISTRATION

#ONNECTIVITY &ILTER

#LUSTERED$IRECTIONAL3EPARATOR!RROW TAG

)TEM

CODE BASED SOLUTIONS "#3 n

)TEM "UILDER

#ODE "EHIND CODE n n

,IST

#ODE0LEX OPEN SOURCE PROJECTS SITE n

2ELATED ,IST "USINESS$ATA!CTIONS7EB0ART DWP "USINESS$ATA!SSOCIATION7EB0ART WEBPART

"USINESS$ATA$ETAILS7EB0ART WEBPART "USINESS$ATA&ILTER DWP "USINESS$ATA)TEM"UILDER DWP "USINESS$ATA,IST7EB0ART WEBPART

â&#x2013; C

#ASCADING 3TYLE 3HEETS #33 ADDING STYLING TO BRANDED MASTER PAGES n #!3% 3%.3)4)6% CLUE TYPE #ATEGORY FEATURES ELEMENT #ATEGORY2ESULTS7EB0ART WEBPART #ATEGORY7EB0ART WEBPART CHARTS SERVER DOWNTIME IMPACT #ITY PROPERTY #,!33 )$ CLUE TYPE

#ODE0LEX REFINERS #OLLEAGUES LIST #OLUMN .AME CUSTOM?PROPERTY COLUMN #OLUMNS TAG #OMPARE RIGHT COMPONENTS n CRAWL SERVER ROLE DATABASE SERVER ROLE n FURTHER READING ON QUERY SERVER ROLE n OF SEARCH INTERFACE XXI WEB SERVER ROLE CONCEPT#LASSIFIER n #ONCURRENT CRAWLS CONDITIONAL STATEMENT 83, CONFIGURING SEARCH USER INTERFACE XXI #ONNECTIONS OPTION

â&#x2013; ).$%8

#ONNECTIVITY &ILTER "USINESS $ATA 7EB 0ART

#ORE 3EARCH 2ESULTS $ISPLAY -ETADATA FIELD

CONNECTORS "#3

#ORE 3EARCH 2ESULTS METADATA

#ONSOLE APPLICATIONS CONSUMING SEARCH WEB SERVICE FROM n

COREV CSS FILE

#ONTACT FIELD n #ONTACT OFFICE TYPE CONTACTWP DWP #ONTAINS FIELD CONTAINS OPERATOR #/.4!).3 PREDICATES FORMAT n #/.4!).3 STATEMENT #ONTENT DATABASE #ONTENT %DITOR 7EB 0ART #ONTENT 2OLLUP 7EB 0ARTS OPTION #ONTENT 3OURCE SCOPE RULE TYPE #ONTENT 3OURCE 4YPE OPTION CONTENT SOURCES "#3 ARCHITECTURE FOR CRAWLERS n RULES FOR SEARCH SCOPES #ONTENT 3OURCES LINK #ONTENT 3OURCES MENU ITEM #ONTENT 3OURCES PAGE CONTENT TYPES EXTERNAL "#3 n SETTING TITLE FIELD IN #ONTENT1UERY WEBPART CORE COMPONENTS LAYER "#3 ARCHITECTURE n

CORPUS AND RELEVANCY ALGORITHMS n C <0ROGRAM &ILES<#OMMON &ILES<-ICROSOFT 3HARED<7EB 3ERVER %XTENSIONS< <"). DIRECTORY # <0ROGRAM &ILES<#OMMON &ILES<-ICROSOFT 3HARED<7EB 3ERVER %XTENSIONS< <,/'3 DIRECTORY # <0ROGRAM &ILES<#OMMON &ILES<-ICROSOFT 3HARED<7EB 3ERVER %XTENSIONS< <4%-0,!4%<)-!'% 3< DIRECTORY # <0ROGRAM &ILES<#OMMON &ILES<-ICROSOFT 3HARED<7EB 3ERVER %XTENSIONS< <4%-0,!4%<8-, DIRECTORY # <0ROGRAM &ILES<-ICROSOFT /FFICE 3ERVERS< <$ATA<!PPLICATIONS<' 5)$<#ONFIG DIRECTORY n # <0ROGRAM &ILES<-ICROSOFT /FFICE 3ERVERS< <$ATA</FFICE 3ERVER<#ONFIG DIRECTORY n #RAWL COMPONENTS #RAWL DATABASES #RAWL (ISTORY SECTION #RAWL IMPACT RULES #RAWL LOG ENTRIES #RAWL 2ATE PER #ONTENT 3OURCE REPORT #RAWL 2ATE PER 4YPE REPORT #RAWL RULES

â&#x2013; ).$%8

#RAWL 2ULES MENU ITEM

SCOPES FOR n

#RAWL 2ULES PAGE n

ADDING n

CRAWL SERVER ROLE

EDITING n

#RAWL SERVERS

FURTHER RESOURCES

#RAWLED 0ROPERTIES LINK

SETTING WITH 0OWERSHELL n

CRAWLED PROPERTY

UPDATE SCHEDULE FOR

#RAWLED 0ROPERTY 3ELECTION DIALOG BOX

SEARCH ARCHITECTURE n

#RAWLER )MPACT 2ULES OPTION

AND SEARCH SERVICE APPLICATION n

#RAWLER SECTION

SERVER NAME MAPPINGS FOR

CRAWLERS n

SETTING UP XXIII

#ONTENT 3OURCES FOR n

TROUBLESHOOTING ERRORS n

FOR %XCHANGE PUBLIC FOLDERS n

FOR USER PROFILES n

FEDERATED SOURCES FOR n CREATING n FURTHER RESOURCES IMPORTING FROM -ICROSOFT &EDERATED 3EARCH #ONNECTOR 'ALLERY FOR FILE SHARES n IMPACT RULES FOR INDEXING BY n FURTHER RESOURCES STRUCTURED CONTENT n UNSTRUCTURED CONTENT FOR ,/" DATA FOR METADATA n RULES FOR n

EXCLUDING DIRECTORY TREE NODES n SYNCHRONIZING USER PROFILES n USER ACCOUNTS FOR n USING I&ILTERS n ADDING FILE TYPE TO CONTENT INDEX n FILE TYPE ICONS FOR n INSTALLING PDF I&ILTER n INSTALLING 24& I&ILTER n FOR WEB SITES n #RAWLING SECTION #REATE 2EAD 5PDATE AND $ELETE OPERATIONS 3EE #25$ OPERATIONS CREATING ON 31, DATABASES

FURTHER RESOURCES

#REATE #HILD /BJECTS PERMISSION

USING REGULAR EXPRESSIONS IN n

#REATE ,OCATION PAGE

USING TO GRANT ACCESS n

#REATE METHOD

SCHEDULING OF n

#REATE .EW #ONNECTION OPTION

â&#x2013; ).$%8

#REATE .EW 3ECURE 3TORE 3ERVICE !PPLICATION DIALOG #REATE 0AGE DIALOG

#USTOMER!CCESS2IGHTS DBML DESIGN SURFACE

#REATE SCHEDULE LINK

#USTOMER$ATA#ONTEXT CLASS

#REATE 3COPE PAGE

#USTOMER DBML

#REATE 3ITE #OLLECTIONS

#USTOMER+EY

#REATED"Y PROPERTY

#USTOMERS DATABASE

#REATE 5PGRADE CHECK BOX

CUSTOMERS EXTERNAL CONTENT TYPE OBJECT

CREDENTIALS SETTING n #2- CUSTOMER RELATIONS MANAGEMENT #25$ OPERATIONS CREATING ON 31, DATABASES n ADDING CODE BEHIND CODE TO ACCESS EXTERNAL DATA SOURCES n CONNECTING MODELS TO DATA SOURCES MAPPING "$# MODELS TO DATA SOURCES n #33 #ASCADING 3TYLE 3HEETS ADDING STYLING TO BRANDED MASTER PAGES n #USTOM COLUMNS SETTING

#USTOMER!CCESS2IGHTS TABLE n

#USTOMERS TABLE #USTOMERS$ATABASE #USTOMER3ERVICE CS CLASS #USTOMERS4ABLE #USTOMIZE 2EPORTS OPTION #USTOM2ANKING PS FILE

â&#x2013; D

DATA SOURCES CONNECTING "$# MODEL TO n CONNECTING MODEL TO

CUSTOM DICTIONARIES n

EXTERNAL ADDING CODE BEHIND TO ACCESS n

#USTOM &EDERATED ,OCATIONS OPTION

FLAT FILE CREATING SAMPLE

CUSTOM RANKING n

OF MAPS ADDING PARAMETERS TO n

BUILT IN MODELS n

DATABASE CLUSTERS

CUSTOM MODELS n

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