SharePoint Highlights: Search-driven portals, door Waldek Mastykarz
Exploring search driven applications with SharePoint 2013
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Transcript of Exploring search driven applications with SharePoint 2013
Exploring search driven applications with SharePoint 2013Joris PoelmansSharePoint ArchitectRealDolmen
About meWork at RealDolmen
Technical lead and product manager
SharePoint Server MVP since 2005
Active in Belux Information Worker User Group –
www.biwug.be
Blog: http://jopx.blogspot.com
Twitter: @jopxtwits
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Session Objectives• Describe what’s new in Search for SP2013
• Provide a high level overview of the new search architecture
• Describe what Search Driven Applications are
• Show how the new customization allows you to build Search Driven Applications
• Level 300 session
Session Objectives and Takeaways
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Challenges with search – Data ComplexityWhat we give to search engines
What most search engines see
1 2 3 4awaycomecontrastivecustomizeforfs14howoptimizingourrelevance (3)
shouldsimplesomess14techniquesview (2)whatwhenwithyou
Author: victor poznanskiTitle: conf relevancy sharepoint Date: 9.4.9Type: pptAuthority: 6Anchor: SPC presentation …
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Challenges with search - Intent
Understanding the underlying user question
What is a good search result?
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All relevant documents (precision)
Complete answer (recall)
Sweet spotBalance between recall, precision and relevance
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Microsoft’s goals for SP2013 search
Find Answer ExtendFind what you’re looking for with intelligent results tailored to you
Get answers and take action with an experience that’s always a step ahead
Build smarter/no-code applications that can scale for any need or business requirement
Drive relevant and actionable results with good recall
SP2013 Search New user interfaceNew clean user interface with focus on providing actionable search results
DemoThe new search experience
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Demo recap• Dynamic, clean new search
experience•Rich results, hover panel, refinders, counts, actionable results, HTML/JS Templates
• Search from everywhere•Pervasive search box, search verticals
• Find the needle in the haystack•Word/Excel/PPT/site previews (Office Web Apps), deep links, query rules, expertise search
SP2013 Search New user interfaceNew clean user interface with focus on providing actionable search results
New search architecture
One unified search architecture supported by strong analytics. Consolidation of FAST and Enterprise Search components
Search architecture
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HTTPFile sharesSharePointUser profilesLotus Notes DocumentumExchange foldersCustom - BCS
SharePointSP AppsDevicesNon-SP UX
SearchAdmin
Content UXCrawl
ContentProcessing Index
QueryProcessing WFE
API
AnalyticsProcessing
FAST Search Index
Public API
Unit of scale/role boundary
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Crawl ComponentOOB connectorsExtensible through BCSOOTB PDF supportLocal disk cacheCrawled items tracked
in Crawl databaseConfigurations stored in
Admin databaseContinuous crawling
Crawl
ContentProcessing Index
Crawl
FAST Search Index
HTTP
File Shares
SharePoint
User Profiles
Exchange
Lotus Notes
Documentum
Custom (BCS)
...SearchAdmin
Admin
mssearch.exe
Content Processing Component• Stateless node
• Analyzes content for indexing
• Processing flow
• Dictionaries
• Schema mapping
• Stores links and anchors in Link database (analytics)
• Extensible through web service call-outs
• Configurations stored in admin database
Crawl
ContentProcessing Index
Crawl
FAST Search Index
SearchAdmin
Admin
AnalyticsProcessing
Link
ContentEnrichmentWeb Service
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Index Core
Index
FAST Search Index
Use partitions and replicas – no more rows and columns
Index schema extendedEnhanced functionality with managed property:• Data type• Queryable• Searchable• Retrievable• Refinable• Sortable• Safe for anonymous
access
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Analytics Processing Component
Crawl
ContentProcessing Index
QueryProcessing WFE
API
AnalyticsProcessing
FAST Search Index
Link
Analytics Reporting
• Map-reduce• Learns by usage• Search Analytics• Usage Analytics• Enriches index by
updating index items
• Usage reports in Analytics database
Event Stream
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SharePointSP AppsDevicesNon-SP UX
Query Processing Component
SearchAdmin
UXQueryProcessing WFE
API
Index
FAST Search Index
Public API
Unit of scale/role boundary
• Stateless node• Processing flows• Query analyzer• Linguistics• Dictionaries• Result sources• Schema mapping• Query rules• Query federation • Configurations
stored in admin database
Admin
DemoExploring Search Service Application
SP2013 Search New user interfaceNew clean user interface with focus on providing actionable search results
New search architecture
One unified search architecture supported by strong analytics. Consolidation of FAST and Enterprise Search components
Personalized and more relevant search resultsSearch results based on search history. Full control over ranking, sorting, etc … using query rules
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Query rules drive relevance
Captures Search IntentReplaces search keywords in 2010Create query rules at Farm, Site Collection, and Site levels
Composed of 3 top level elementsQuery Conditions
What queries should be handled?
Query Actions
What happens when a rule matches?
PublishingOptions
Is the rule active and for how long?
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Query rules – some examples
DemoExploring query rules
SP2013 Search New user interfaceNew clean user interface with focus on providing actionable search results
New search architecture
One unified search architecture supported by strong analytics. Consolidation of FAST and Enterprise Search components
Personalized and more relevant search resultsSearch results based on search history. Full control over ranking, sorting, etc … using query rules
New customization model for searchEasier to extend and configure the search user experience. Rich contextual previews. Deliver on the promise of search driven applications
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Search driven applications“How do I support
theunique search needs of teams and work
that impact our business?”
To do so, you need a search platform that has• A deep understanding of your
information• Flexible relevance to meet diverse
needs• A customizable UX to increase user
efficiency
Sales: 360o Customer Insight
Services: Knowledge Browser
Marketing: Competitive Intelligence
Research & Development:Innovation Portal
Support:Call Center Advisor
Operations:Systems/Logistics Portal
Legal, HR, IT, Finance, ……
Defining personas and scenarios is critical
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Meet Julian IslaDevelopment EngineerWorking on the Green Initiative, finding ways to create more environmentally friendly oil production equipment
Julian and his team are developing a new pump
Natural Gas (and Oil) production release significant amounts of Methane, which is a potent greenhouse gas, into the atmosphere. Pumps are one source of release.
Julian needs to dive deep into what’s known and what’s not, walking through the pump design part by part
Find existing technologies and sources of components
Explore areas where Consolidated Energy might patent an approach
Connect search results to collaborative efforts
Customizations for Search driven applicationsConfigure
• Query rules• Result sources• UI Look&Feel with
display templates• Metadata
extraction using Managed Metadata
Extend Build
• BCS models• Search Center
extensions• Content By Search
webpart• Use Analytics and
recommendations• Content processing
extensibility
• Windows 8 search apps
• Mobile search experiences
• SharePoint search apps
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Easier to build search driven apps Why?
More configuration – less development More granularity in configuration CSOM – Microsoft.SharePoint.Client.Search.Query and REST
API Content By Search Web part XSLT is replaced with Display Templates
The search UI is driven by Query rules Display templates Result types Result sources
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Customizing search – Query Rules Control over query results
Defined via a Condition and Action
Query rules: Result Blocks Promoted Results Ranked Results
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Customizing search – Display Templates HTML templates that define how a search result looks
SharePoint auto-generates the JS version and the HTML Stored in the master page gallery
Support full debugging
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Customizing search – Result types Define what Display Templates will display a search result based upon a condition Search service Site Collection Site Owners
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Customizing search – Result Sources Replace Scopes and Federated Locations Extended federation options
Remote SharePoint farms Exchange OpenSearch
Definable at Search Service – search administrator – globally
available Site collection level – site collection admin –
available to all sites in site collection Site – site owners – this site only
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Content By Search Web Part Similar to Content by Query Web Part
– but based on indexed content Show content cross site collections
Show content cross multiple site collections
New presentation template model for easy content presentation fine tuning Content rendered in client side Provides full control on rendering
capabilities using html templates Easy editors as web part editors for
defining planned query
DemoExploring the Content By Search Web Part
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OnlineOn Premises
SharePoint 2013 Features & Licensing OnlineOn Premises
P Kiosk Plan 1 Plan 2Foundatio
nStandard EnterpriseFeature Set Capability
Apps
Collaboration
Search
Content Management
Business Intelligence
Business Solutions
App Catalog & Marketplace
Team Sites
Work Management
Social
External sharing
Basic Search
Standard Search*
Enterprise Search*
Content Management
Records Management
E-discovery, ACM, ComplianceExcel Services, PowerPivot, PowerViewScorecards & Dashboards
Access Services
Visio Services
Form Based Applications*
SharePoint 2013 Workflow
Business Connectivity Services**
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●: Existing ●: New BOLD: EnhancedNote* : Some of the features may not be available (or have limited capability) in equivalent Online SKUsNote* * : Some of the features may not be available in Foundation and Standard SKUsNote : Please refer to Microsoft volume licensing website for the latest Product Use Rights document
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Search quality is even better in this release
Improved ranking that builds on SS and FS + new featuresImproved linguistics: stemming and thesaurusDictionary support
Manage intent diversityHandle different intents with query rules
Easier to build search driven applications
Do more with less developmentFocus on specific personas and business scenarios
Summary
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Call to action Call to action:Sign up for Office 365 Developer PreviewWatch developer videos around building SharePoint 2013 appsWatch IT Pro videos to explore SharePoint 2013 appsRegister on www.biwug.be as a member to stay up to date for local SharePoint 2013 sessions
For more information or questionsSharePoint 2013 start pageSharePoint 2013 Developer documentationSharePoint 2013 IT Pro documentationSharePoint 2013 Delicious linksYammer – https://www.yammer.com/spyam
Thank You
Q & A