HSE305: Leveraging Your Investment in the Platform

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HSE305 Leveraging Your Investment in the Platform

• Erik Mau
• Inetium
• emau_at_inetium.com

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Objectives

• Understand and take advantage of MOSS search UI
  capabilities
• Understand whats possible with MOSS search
  Administration to improve the search experience
• Key Takeaway
• Understand what is possible out-of-the-box and be
  able to think outside of the box.

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User experience
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User Experience Topics

• Search Center
• Search Web Parts
• Community-based Solutions
• Demo

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Search Center

• Site Template
• Tabbed Interface
• Collection of Web Parts
• Extensible

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Search Center Tabs

• Navigation to Entry and Result pages
• Extensible, List-driven Navigation
• Tabs in Search Pages
• Tabs in Search Results

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Search Input Web Parts

• Search Box
• Scope options
• Additional query terms
• Advanced Search Page
• Search Results Page

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Search Input Web Parts

• Advanced Search
• All, Any, Exact
• Result Types
• Properties (metadata)
• Search Results Page

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Search Utility Web Parts

• Search Summary
• Did you mean
• You searched for
• Search Statistics

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Search Utility Web Parts

• Search Paging
• Next / Prev Text
• Next / Prev Images
• Search Action Links
• Determine what links to display

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High Confidence Web Parts

• Best Bets
• High Confidence Matches / Exact Matches

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Search Core Results

• Results per Page
• Enable removal of duplicates
• Enable stemming
• Available Columns
• Scope
• Configurable XSLT

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Bringing it all together
Search Tabs
Search Box
Search Action Links
High Confidence Results
Search Statistics
Core Search Results
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Community-based Solution Faceted Search

• CodePlex
• Results Refined by Category
• Configurable

http//www.codeplex.com/FacetedSearch
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Community-based Solution SPAdvancedSearch

• CodePlex
• Define Managed Property Filters
• Keyword Syntax
• Configurable

http//www.codeplex.com/SPAdvancedSearch
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User Experience Demos

• Custom Search Tab
• Custom Search Results XSLT
• Appending Query Terms
• Fixed Keyword Query
• SPAdvancedSearch

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Creating a Search Tab

• User Experience

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Custom Search Core Results XSLT

• User Experience

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Appending Query Terms

• User Experience

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Fixed Keyword Query

• User Experience

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SPAdvancedsearch

• User Experience

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Administration
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Administration Topics

• SSP Management Options
• Demos

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SSP Search Management Options

• Search is managed at the Shared Service Provider
  (SSP)
• Provides management of
• Content Sources
• Managed Properties
• Scopes
• Relevance / Authority
• Health

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Content Source Management

• What can we index?
• SharePoint Sites (v2, v3)
• Web Sites
• File Shares
• Exchange Public Folders
• Lotus Notes
• Business Data (BDC)

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Metadata Property Mappings

• Crawled Properties
• SharePoint discovers properties during crawl
• Organized in categories
• Can be included/excluded in the index
• Managed Properties
• Out-of-the-box Managed Properties
• Custom-defined Properties
• CustomerNameAcme
• UnitElectrical
• Mapped to one or more Crawled Properties

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Scope Management

• Logical organization of crawled content
• Rule-based
• Specific Content Source
• Web Address / Folder
• Property Query (Author John Doe)
• Supports multiple rules (joined via ANDs / ORs)
• Supports content exclusion
• Site Collections opt-in to SSP-defined scopes

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Relevance

• Authoritative Pages
• Three levels of authority
• Ability to demote sites
• Relevance API
• Modify ranking of managed properties
• Modify ranking constants (i.e. relevance /
  weight of certain document formats)

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Health / Crawl Log

• Troubleshoot crawling issues
• Crawl history
• Summary View
• Details View

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Search Usage Reporting

• How are people using search?
• Out of the box usage reportingin MOSS
• Query volume trends, top queries, click through
  rates, queries with zeroresults, etc.
• Available at SSP and site collection levels
• Export data for extended reporting in Excel

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Search Usage Reporting
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Administration Demos

• Scope Configuration
• Managed Properties

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Improving Relevance with Scope Configuration

• Administration

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Enhance Search experience with managed properties

• Administration

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My OOTB Top 10 Search Tips

1. Use existing metadata to your advantage (i.e.
   advanced search and XSLT).
2. Create multiple search entry-points based on
   company organization / taxonomy (i.e. search
   center tabs).
3. Configure scopes to exclude unnecessary content
   based on content classes.
4. Monitor search usage to identify candidate
   keywords / best bets.
5. Define keywords / best bets.
6. Use Search Core Results web part with fixed
   keyword query as an alternative to the Content
   Query Web Part.
7. Configure multiple content sources for SharePoint
   content.
8. Use the additional query terms feature on
   search input web parts to provide quick
   searches for departments / business units / etc.
9. Be aware of community-based solutions (check out
   SPAdvancedSearch ?).
10. Be creative!

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Your Feedback is Important

• Please fill out a session evaluation form and
  either put them in the basket near the exit or
  drop them off at the conference registration
  desk.
• Thank you!