Search First Migration - Using SharePoint 2013 Search for SharePoint 2010
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Transcript of Search First Migration - Using SharePoint 2013 Search for SharePoint 2010
Search First Migration:Using SharePoint 2013 Searchwith SharePoint 2010 (and earlier)Bob German – SharePoint Principal ArchitectBlueMetal Architects
About the Speaker
Bob GermanPrincipal Architect at BlueMetal Architects
Developer and architect on the SharePoint platform since it was called “Site Server 3.0”
Co-author of SharePoint 2010 Development with Silverlight for Addison-Wesley
http://blogs.msdn.com/BobGerman
BlueMetal Architects We are experts at building solutions that exactly meet
the needs of our customers by apply the right people, processes and platforms.
Our focus is on modernizing applications through expertise in Creative, Social, Development and Data.
We have offices in Boston, New York, and Chicago.
@Bob1German
A Tale of Two Search Engines
ESP for SharePoint• Licensing deal for FAST and
SharePoint 2007• Used FAST’s original
SharePoint integration
FAST Search for SharePoint• Common crawl and query
components• FAST and SharePoint farms
tightly integrated
SharePoint 2013 Search• One search engine• One farm• Simple, easy, powerful
#spfestchi @Bob1German
SharePoint 2010Enterprise Search vs.FAST Search for SharePoint
#spfestchi @Bob1German
Comparing the Search Engines
2010 Ent. Search 2010 FAST Search 2013 SearchRefiners X X X
Deep Refiners X X
High degree of relevancy X XMultitenant X X
Soundex People Search X X
Best Bets (good) X
Visual Best Bets (better) X
Promoted Results (best) X
Entity Extraction X X
#spfestchi @Bob1German
Entity Extraction and Content Enrichment
• Built-in Company Name Extraction(add inclusions and exclusions)
• Add Custom Entity Extractors
• Dictionary Based• Full or Partial word matches• Case sensitive or insensitive
• Content Enrichment• Web service is called with each
crawled item• Web service can
• Extract Entities• Classify and Tag content• Cleanse content
Processing & refinement
…
REDMOND, Wash., and OSLO, Norway — Jan. 8, 2008
Microsoft Corp. (Nasdaq “MSFT”) today announced that it will make an offer to acquire Fast Search & Transfer ASA (OSE: “FAST”), a leading provider of enterprise search solutions, through a cash tender offer for 19.00 Norwegian kroner (NOK) per share. This offer represents a 42 percent premium to the closing share price on Jan. 4, 2008 (the last trading day prior to this announcement), and values the fully diluted equity of FAST at 6.6 billion NOK (or approximately $1.2 billion U.S. ). FAST’s board of directors has unanimously recommended that its shareholders accept the offer.
Location
Company
Company
Company
Location
FAST – The Good, The Bad, and The Ugly
“Deep” Refiners (refiners take whole result set into account)
Entity Extraction Exact hit counts Content previews (with
Office Web Applications) Visual Best Bets
Complex configuration Single purpose – no multi-
tenancy Difficult to manage Can’t be managed by site
collection administrator Additional hardware
investment
The Good The Bad and The Ugly
#spfestchi @Bob1German
FAST for SharePoint 2010 Architecture
FAST Query SSA
Query Processing
FAST Content SSA
SharePoint SitesWeb SitesFile SharesDatabases
Business Apps
Query Matching
FAST Search Authorization
Search Index
Item Processing
Indexing
FAST Specific Connectors
Web Analyzer
Administration
Logical Architecture
Physical Architecture
SharePoint Server 2010(Medium Farm)
FAST Search for SharePoint
FAST Search for SharePoint(Small Deployment)
SharePoint Server 2010 Search Request
WFE WFE
APP
SQL
AdministrationDocument Processing
SQL
Search Administration DatabaseCrawl Database
Backup IndexerContent DistributorIndexing Dispatcher
Document ProcessingWeb AnalyzerQuery Server
SQLSQL
Primary IndexerContent DistributorIndexing Dispatcher
Document ProcessingWeb AnalyzerQuery Server
#spfestchi @Bob1German
SharePoint 2013 Search Architecture
SearchAdmin
Content UXCrawlContentProcessing Index
QueryProcessing WFE
API
AnalyticsProcessing
Crawl
Search Admin
Link
Analytics Reporting
FAST Search Index
ContentEnrichmentWeb Service
Public API
Unit of scale/role boundary
Extensibility Points
• HTTP• File shares• SharePoint• User profiles• Lotus Notes • Documentum• Exchange folders• Custom - BCS
• SharePoint• SP Apps• Devices• Non-SP UX
#spfestchi @Bob1German
Scaling SharePoint 2013 Search
• Partitions and replicas• n Partitions
• 1 primary replica• ≥ 0 secondary replica
• Add Partitions to scale content• Add Replicas to scale queries and
add availability
• All nodes perform indexing• Journal shipping from primary to replicas
Index
Index Index
Index
Index
Content Processing
Index Index
IndexIndexIndex
Index
Index
Search First Migration
1. Set up SharePoint 2013 Farm
2. Set up (or migrate) Shared Service
In this case, we’ll crawl the SP2010 farm from a new SP2013 SSA
3. Consume the SP2013 service from SharePoint 2010
Notes: Works because Service Application
architecture is the same for 2010 and 2013
Users and content stay in SharePoint 2010 – no user impact
Business Data Connectivity Managed Metadata PerformancePoint Services Search Secure Store User Profile
Search Upgrade Options:1. Manually re-create2. DB Attach (Admin DB only)3. Migration scripts (from FAST 2010
only)see http://bit.ly/Search1Scripts
Migrating Shared Services Services that Support Upgrade
Three Approaches
Content Search Engine Search CenterApproach 1 SharePoint
2010SharePoint 2013
SharePoint 2010
Approach 2 SharePoint 2010
SharePoint 2013
SharePoint 2013
Approach 3 Anything SharePoint 2013
SharePoint 2010 Federation
#spfestchi @Bob1German
SharePoint2010
ContentWeb App
Approach 1: 2010 Search Center consumes 2013 SSA
SharePoint2013
DC
SSASAProxy
SearchCenter
ConsumeService
Craw
l
UserProfileService
#spfestchi @Bob1German
Approach 1: 2010 Search Center consumes 2013 SSA
Recommended by Microsoft as part of “Search First” migration
Enable FAST features with minimal disruption Deep Refiners Previews work out of the box
2013 farm hardware requirements similar to FAST farm Invest in hardware once
No way to take advantage of new SharePoint 2013 Search UI features Result Types Display Templates
Pro Con #spfestchi @Bob1German
Approach 1:SharePoint 2010 Search Center Consumes 2013 SSA
demo
Approach 1: 2010 Search Center consumes 2013 SSA
SharePoint 2010 Server Enterprise Edition (for FAST Search Center)
SharePoint 2013 Standard works fine Enterprise adds:
Custom Entity Extraction Extensible Content Processing (other features which aren’t
visible from SP2010)
1. Set up Search SA on SharePoint 2013
2. Crawl the 2010 farm from the new SSA
Configure managed properties and other settings
3. Exchange trust certificates between farms
4. Publish the SharePoint 2013 SSA
5. Grant the SP2010 farm access to the following SP2013 SA’s:
Application Discovery and Load Balancing Search
6. Connect the SP2010 to the 2013 SSA
7. Associate the 2013 SSA proxy with the 2010 Web Application
8. Use the FAST Search Center on 2010
Products Shown Setup Steps #spfestchi @Bob1German
SharePoint2010
ContentWeb App
Approach 2: Redirect to 2013 Search Center
SharePoint2013
DC
SSA
Search Center
Web App
SearchCenter
Craw
l
Redirect
UserProfileService
#spfestchi @Bob1German
Approach 2: Redirect to 2013 Search Center
Enjoy full SP2013 search experience Deep Refiners Result Types Display Templates Query Rules
2013 farm hardware requirements similar to FAST farm Invest in hardware once
Extra work required to get Office previews to work
Users may find transition to the SP2013 UI to be jarring
Pro Con #spfestchi @Bob1German
Approach 2:Redirect to SP2013 Search Center
demo#spfestchi @Bob1German
Approach 2: Redirect to 2013 Search Center
SharePoint 2010 Server (Standard or Enterprise)
SharePoint 2013 Standard works fine Enterprise adds:
Custom Entity Extraction Extensible Content Processing Advanced actions on Query
Rules Video Search
1. Set up Search SA on SharePoint 2013
2. Crawl the 2010 farm from the new SSA
Configure managed properties and other settings
3. Set up a search center on SP2013
4. (optional) For Office previews: Set up an OWA 2013 server Modify SP2013 display templates as
explained here: http://bit.ly/Search1Previews/
5. On SP2010, set results page to point to SP2013 search center
Products Shown Setup Steps #spfestchi @Bob1German
SharePoint2010
ContentWeb App
Approach 3: Federate with 2013 Search
SharePoint2013
DC
SSA
SearchCenter
SSA
Crawl
FederationUser
ProfileService
ExternalContent
#spfestchi @Bob1German
Approach 3: Federate with 2013 Search
Most useful with external content
Not disruptive – users see familiar SP2010 UI
2013 farm hardware requirements similar to FAST farm
Federation works well over slow WAN connections
Results appear side by side, not reflected in refiners, no previews
No distinct advantage over Approach 1 for SharePoint content
Pro Con #spfestchi @Bob1German
Approach 3:Federate with SP2013 Search Center
demo#spfestchi @Bob1German
Approach 3: Federate with 2013 Search
SharePoint 2010 Server (Standard or Enterprise)
SharePoint 2013 Standard works fine Enterprise adds:
Custom Entity Extraction Extensible Content Processing (other features which aren’t
visible from SP2010)
1. Set up Search SA on SharePoint 2013
2. Crawl the external content from the new SSA
Configure managed properties and other settings
3. Set up a search center in SP2013
4. Ensure Kerberos is in place if you want security trimming
5. On SP2010, add a federated location for the SP2013 search center
6. Configure the Federated Results web part on SP2010
Products Shown Setup Steps #spfestchi @Bob1German
Choosing an Approach
Approach 1:2010 Search CenterConsume 2013 Service
Approach 2:2013 Search CenterNative 2013 Service
Approach 3:2010 Search CenterFederate to 2013
Key Scenario FAST Capabilities with minimal disruption
Full 2013 User Experience
Specialized content sources
Global Deployment Low latency between 2010 and 2013 farms
Medium latency between 2010 and 2013 farms
High latency / low bandwidth OK between 2010 and 2013 farms
Branding Preserve current look and feel
Jump into SP2013 look and feel
Preserve current look and feel
Security Read access to all content
Read access to all content
Provide secured search service without access to all content
#spfestchi @Bob1German
Summary
If you haven’t moved to FAST, there areseveral good reasons to move directlyto SP2013 Search: Easier to set up and maintain First step in migrating to SP2013 Able to phase in new SP2013 user experience Better documentation Brighter future Similar hardware footprint and cost (software
licenses will vary depending on your agreementwith Microsoft)
Choose an approach that bestmeets your needs
New in SP2013 Search• What’s New?
http://bit.ly/Search1New • Promoted Results:
http://bit.ly/Search1PromotedResults• Editions of SP2013:
http://bit.ly/Search1Editions
Search First Migration• Migrating Farms that Share Services:
http://bit.ly/Search1Farms• Consuming Services Across Farms:
http://bit.ly/Search1CrossFarm• SharePoint 2010 Previews in SP2013 Search Center:
http://bit.ly/Search1Previews • Search Migration Scripts:
http://bit.ly/Search1Scripts
Note bit.ly links are case sensitive!
#spfestchi @Bob1German
Thank you!
#spfestchi @Bob1German