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Find Information Faster Using
      SharePoint 2010 Search
                           Suzanne George
                               Sr. Architect
          Perficient Microsoft West Region
                           Twitter: spgenie
About Perficient
Leading Technology Consulting & Solutions Firm
• Founded in 1997




                                                        Project size, Breadth of Expertise
• $240MM+ in annualized Revenue
• Over 1,400 highly-experienced Consultants
• 19 Locations across North America
• 80+% of Revenue from recurring Clients
• Served over 400 Clients in past 12 months


Software Solutions Expertise, including:
• Enterprise Portals & Content Management
• SOA, EAI and BPM
• e-Commerce and Product Information Mgmt                                                    Depth of Expertise, Efficiency & Value,
• Business Intelligence/ETL                                                                            Client Importance

• Customer Relationship Management
• User Experience/UCD
• Significant Integration Expertise


Key Differentiators
• Focused expertise, lower cost, faster time-to-value
• IT Solutions with Business Focus
• National consultants overlay Local delivery model
• Mature, proven Project Methodology
• Global Development Centers in China & Europe
• Healthcare Thought Leadership
                                                                                                                   2
Agenda



•   SharePoint 2010 Search Overview
•   Search Architecture
•   Why use Search
•   Search Web Parts
•   Preparing to Customize Search
•   Customizing Search
•   Search Summary
•   Search Tips




                                      3
SharePoint 2010 Search Overview..



                              The more you understand the new features of SharePoint and its
                              improvements/features the happier users will be.
                              • Key point to remember
                                     – SharePoint is an enabling framework which connects the Microsoft
                                       Product line such as SQL Server, Project Server, etc.
                              •     SharePoint Search Versions
                                     – SharePoint Foundation Search
                                           •   Basic Site Search, Indexing Sites, Limited UI Administration
                                           •   Limited to Single Site Collection
                                     – Search Server Express
                                           •   Basic Site Search, Indexing Sites, Index External Content, Query
                                               Federation, Limited UI-Administration
                                     – SharePoint Search Server
                                           •   Basic Site Search, Indexing Sites, Index External Content, People Search,
                                               Query Federation, UI-Administration, Best Bets
                                     – SharePoint FAST Search
                                           •   Basic Site Search, Indexing Sites, Index External Content, People Search,
                                               Query Federation, UI-Administration, Visual Best Bets, Document
                                               Preview
                                           •   FAST Query Language, Role-Base Ranking and Refinement
                                           •   Scalable




                                                                                           4
SharePoint 2010 Search Architecture..



       Search Architecture.
       http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=20066




                                                                                   5
Why use Search?



                  Microsoft SharePoint Search is optimized to return results
                  quickly. By utilizing search components, expensive
                  queries to the database are reduced.
                  • Improving Search Queries
                       – Content Types
                             •   Organize Content into Groups
                       – Managed Metadata
                             •   Apply Metadata Properties to Items, Pages, etc.
                       – Search Metadata Properties
                             •   Content Metadata Exposed through Search
                  •   Search Web Parts
                       – Content Query
                             •   Search Content and Display
                       – Search Results Page
                             •   Core Results
                             •   Refinement Panel
                             •   Best Bets
                       – Table Of Contents
                  •   Web Analytics
                       – Summarize Top Queries
                  •   Can you find the ‘Core Results Web Part’?




                                                              6
Search Web Parts




                   7
Preparing to Customize Search



                                Customizing SharePoint 2010 Search
                                Components doesn’t require extensive
                                programming skills! The key is organized,
                                searchable content.
                                • Content Types
                                     – Centralize Content Types using Content Type
                                       Hub
                                          •   Site Actions -> Site Settings -> Site Content Types
                                          •   Group custom types into New Group
                                          •   Name Content Types consistently
                                •   Managed Metadata
                                     – Setup Managed Metadata Service
                                     – Add Managed Metadata
                                     – Add Managed Metadata Property to List
                                •   Search Metadata Properties
                                     – Central Administration -> Manage Service
                                       Applications -> Search Service Application ->
                                       Metadata Properties
                                     – Once added to a full crawl of the content source



                                                                       8
Customizing Search



                     The Goal: Users should be able to find content
                     within 3 clicks!

                     •   Ensure Search results has relevant
                         information displayed so user can find the
                         appropriate document.
                          – Customize Core Results
                          – Modify Refiners
                     •   Utilize the URL and Search Query Syntax
                          – isDocument (0 or 1)
                          – ContentClass
                               •   STS_Site, STS_Web, STS_List, STS_ListItem, STS_Li
                                   st_{Type}, STS_ListItem_{Type}
                               •   Type can be
                                   DocumentLibrary, Events, Tasks, Announcements
                                   , DiscussionBoard, Contacts, Links, PictureLibrary
                          – Search by Content Type
                     •   Link custom dashboards to Search Results
                     •   Use SharePoint Search Best Bets to direct
                         users to specific locations

                                                           9
Search Reporting


                   What are users clicking on?



                   • Use web analytics reports to
                     find out what users are
                     clicking on, best bet
                     suggestions, failed queries,
                     etc.




                                                 10
Search Summary


                 Microsoft SharePoint Search is a large product and can ensure your users are
                 able to find content.



                 • Search doesn’t have to be
                   planned out day 1 – but your
                   content should be.
                 • Use Web Analytics Reports to
                   review search and make
                   adjustments as the users
                   needs change.
                 • Ensure the search
                   architecture is capable and
                                       11
Search Tips

              Microsoft SharePoint Search is a large product and can ensure your users are
              able to find content.



              • How to use Metadata as
                search parameter.
                http://www.mssharepointtips
                .com/tip.asp?id=1190
              • Target search results with
                keyword search
                http://sharepoint.microsoft.c
                om/Blogs/GetThePoint/Lists/
                Posts/Post.aspx?ID=230
                                    12
Thank you!
       For further information, please contact:



       Suzanne George
       Suzanne.George@perficient.com
       Sr. Architect
       Perficient - Microsoft West Region
       Twitter: spgenie




                                                  13
Client Roster




Partial Client List




14

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Find Information Faster Using SharePoint 2010 Search

  • 1. Find Information Faster Using SharePoint 2010 Search Suzanne George Sr. Architect Perficient Microsoft West Region Twitter: spgenie
  • 2. About Perficient Leading Technology Consulting & Solutions Firm • Founded in 1997 Project size, Breadth of Expertise • $240MM+ in annualized Revenue • Over 1,400 highly-experienced Consultants • 19 Locations across North America • 80+% of Revenue from recurring Clients • Served over 400 Clients in past 12 months Software Solutions Expertise, including: • Enterprise Portals & Content Management • SOA, EAI and BPM • e-Commerce and Product Information Mgmt Depth of Expertise, Efficiency & Value, • Business Intelligence/ETL Client Importance • Customer Relationship Management • User Experience/UCD • Significant Integration Expertise Key Differentiators • Focused expertise, lower cost, faster time-to-value • IT Solutions with Business Focus • National consultants overlay Local delivery model • Mature, proven Project Methodology • Global Development Centers in China & Europe • Healthcare Thought Leadership 2
  • 3. Agenda • SharePoint 2010 Search Overview • Search Architecture • Why use Search • Search Web Parts • Preparing to Customize Search • Customizing Search • Search Summary • Search Tips 3
  • 4. SharePoint 2010 Search Overview.. The more you understand the new features of SharePoint and its improvements/features the happier users will be. • Key point to remember – SharePoint is an enabling framework which connects the Microsoft Product line such as SQL Server, Project Server, etc. • SharePoint Search Versions – SharePoint Foundation Search • Basic Site Search, Indexing Sites, Limited UI Administration • Limited to Single Site Collection – Search Server Express • Basic Site Search, Indexing Sites, Index External Content, Query Federation, Limited UI-Administration – SharePoint Search Server • Basic Site Search, Indexing Sites, Index External Content, People Search, Query Federation, UI-Administration, Best Bets – SharePoint FAST Search • Basic Site Search, Indexing Sites, Index External Content, People Search, Query Federation, UI-Administration, Visual Best Bets, Document Preview • FAST Query Language, Role-Base Ranking and Refinement • Scalable 4
  • 5. SharePoint 2010 Search Architecture.. Search Architecture. http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=20066 5
  • 6. Why use Search? Microsoft SharePoint Search is optimized to return results quickly. By utilizing search components, expensive queries to the database are reduced. • Improving Search Queries – Content Types • Organize Content into Groups – Managed Metadata • Apply Metadata Properties to Items, Pages, etc. – Search Metadata Properties • Content Metadata Exposed through Search • Search Web Parts – Content Query • Search Content and Display – Search Results Page • Core Results • Refinement Panel • Best Bets – Table Of Contents • Web Analytics – Summarize Top Queries • Can you find the ‘Core Results Web Part’? 6
  • 8. Preparing to Customize Search Customizing SharePoint 2010 Search Components doesn’t require extensive programming skills! The key is organized, searchable content. • Content Types – Centralize Content Types using Content Type Hub • Site Actions -> Site Settings -> Site Content Types • Group custom types into New Group • Name Content Types consistently • Managed Metadata – Setup Managed Metadata Service – Add Managed Metadata – Add Managed Metadata Property to List • Search Metadata Properties – Central Administration -> Manage Service Applications -> Search Service Application -> Metadata Properties – Once added to a full crawl of the content source 8
  • 9. Customizing Search The Goal: Users should be able to find content within 3 clicks! • Ensure Search results has relevant information displayed so user can find the appropriate document. – Customize Core Results – Modify Refiners • Utilize the URL and Search Query Syntax – isDocument (0 or 1) – ContentClass • STS_Site, STS_Web, STS_List, STS_ListItem, STS_Li st_{Type}, STS_ListItem_{Type} • Type can be DocumentLibrary, Events, Tasks, Announcements , DiscussionBoard, Contacts, Links, PictureLibrary – Search by Content Type • Link custom dashboards to Search Results • Use SharePoint Search Best Bets to direct users to specific locations 9
  • 10. Search Reporting What are users clicking on? • Use web analytics reports to find out what users are clicking on, best bet suggestions, failed queries, etc. 10
  • 11. Search Summary Microsoft SharePoint Search is a large product and can ensure your users are able to find content. • Search doesn’t have to be planned out day 1 – but your content should be. • Use Web Analytics Reports to review search and make adjustments as the users needs change. • Ensure the search architecture is capable and 11
  • 12. Search Tips Microsoft SharePoint Search is a large product and can ensure your users are able to find content. • How to use Metadata as search parameter. http://www.mssharepointtips .com/tip.asp?id=1190 • Target search results with keyword search http://sharepoint.microsoft.c om/Blogs/GetThePoint/Lists/ Posts/Post.aspx?ID=230 12
  • 13. Thank you! For further information, please contact: Suzanne George Suzanne.George@perficient.com Sr. Architect Perficient - Microsoft West Region Twitter: spgenie 13