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Microsoft Official Course

Module 13

Configuring Enterprise Search


Module Overview

• Understanding the Search Service Architecture


• Configuring Enterprise Search
• Managing Enterprise Search
Lesson 1: Understanding the Search Service
Architecture

• The Search Architecture


• The Crawl Component
• Content Processing Component
• Analytics Processing Component
• Index Component
• Query Processing Component
• Search Administration Component
• Search Topology Design
The Search Architecture

• Search architecture components:

• Crawl Component

• Content Processing Component

• Analytics Processing Component

• Indexing Component

• Query Processing Component

• Search Administration Component


The Crawl Component

• Crawl connectors
• HTTP
• File shares
• SharePoint sites
• User profiles
• Exchange
• Lotus Notes
• Custom

• Crawl databases
Content Processing Component

• Used to process crawled content as part of the


ingestion of artifacts to the index file

• Configurable by inclusion and exclusion of file types

• Entity extraction

• Custom dictionaries
Analytics Processing Component

• Provides analysis of current search index utilization

• Essential for the maintenance and modification of


the search service

• Search analytics
• Analysis of crawled items
• Analysis of user interaction

• Usage analytics
• Usage counts, such as page views
• Recommendations
• Activity ranking
Index Component

• Manage ingestion and querying of index file


content

• Elements include:
• Index Component
• Index Partition
• Index Replica
Query Processing Component

• Processes inbound queries from Web Front End (WFE)


server
• Applying Web Part transformations
• Initiating query rules
• Applying transformations on result sources
• Parsing the query and creating a query syntax tree
• Performing linguistic processing, such as word breaking,
stemming, spelling checking, and thesaurus application
• Appending user-access information

• Processes outbound result sets for rendering to client


• Evaluating the search results against result types
• Applying any additional required security trimming
Search Administration Component

• Maintains search topology and configuration in


the Search Administration database
• Search topology
• Crawl rules
• Query rules
• Managed property mappings
• Content sources
• Crawl schedules

• Elements include:
• NodeRunner.exe
• Host controller
• MSSearch.exe
Search Topology Design

• Small enterprise
• Up to 10 million search items
• Search servers may not be dedicated
• Still needs resilience
• Medium enterprise
• Up to 40 million search items
• Will require dedicated search servers
• Deploy additional index partition per ten million items
• Two Query Processing Components for redundancy
• One additional crawl database per 20 million items
• Additional link database per 60 million items
• An additional analytics database for each 500,000 items
• Two Search Administration Components for redundancy
• Large enterprise
• 100 million search items
• Search-specific farm topology
Lesson 2: Configuring Enterprise Search

• Discussion: Search Experiences


• Planning Content Sources
• Configuring Content Sources
• Planning and Configuring Crawl Rules
• Search Center
• Optimizing Your Search Service
Discussion: Search Experiences

• Your experiences of SharePoint search


• Is it used in your organization?
• How do you manage search administration?
• Do you integrate line-of-business system data with
SharePoint search?
• Have you deployed a Search Center?
• Share your deployment and management experiences
Planning Content Sources

Key planning questions:

• What do you need to crawl?

• What platforms do you need to crawl?

• How often do you need to crawl these content sources?

• How much do you need to crawl?

• How important is your information?


Configuring Content Sources

• Configured at Search Service Application Search


Administration level

• Configurable by:
• Addition of URLs
• Crawl depth
• Crawl regularity
• Crawl priority

• New option of continuous crawling


Planning and Configuring Crawl Rules

• Plan to define crawls to minimize overuse of


resources
• Storage
• Processing
• Network bandwidth

• Monitor crawl statistics to improve crawl


effectiveness and efficiency

• Crawl access security options


• Default content access service account
• Content source-specific access account

• Security trimming
Search Center

• Search Center provisions search-specific site


collection query interfaces
• Default search and query
• People Search
• Conversation Search
• Video Search
Optimizing Your Search Service

Best practices when developing a search solution


include:
• Maximize use of SharePoint sites
• Know what you should crawl
• Manage crawl depth
• Use natural language hierarchies
• Use metadata
• Use consistent language
• Use authoritative pages
Lab A: Configuring Enterprise Search
• Exercise 1: Configuring the Search Service
Application
• Exercise 2: Configuring a File Share Content
Source
• Exercise 3: Configuring a Local SharePoint Content
Source
• Exercise 4: Creating a Search Center
Logon Information
• Virtual machines: 20331B-NYC-DC-13,
20331B-NYC-DB-13, 20331B-NYC-SP-13
• User name: administrator@contoso.com
• Passw0rd: Pa$$w0rd
Estimated Time: 55 minutes
Lab Scenario

As part of the ongoing SharePoint 2013 deployment and


configuration process, the IT team at Contoso wants to roll
out search functionality. Currently, some content is stored
on the new SharePoint 2013 intranet, and some content is
still stored on network file shares. The search functionality
must enable users to find the content they need,
regardless of whether it is stored on a SharePoint site or a
file share. Your task is to provision the search service and
then configure content sources and crawl schedules to
index the local SharePoint sites and the required network
file shares. You then need to create a Search Center site
collection to verify that the search functionality behaves as
expected.
Lesson 3: Managing Enterprise Search

• Discussion: Search Service Administrator vs. Site


Collection Administrator Search Configuration
• Managing the Search Schema
• Query Rules
• Managing Result Types
• Display Templates
• Planning and Configuring Search Navigation
• Managing Search Engine Optimization Settings
Discussion: Search Service Administrator vs. Site
Collection Administrator Search Configuration

• What training do you think should be given?

• Will delegation really make it easier to provision


search services?

• What issues do you see arising from this


administrative delegation?

• Do you think you will delegate search


administration in your organization? Why?
Managing the Search Schema

• The search schema defines:


• Items that can be crawled and indexed
• How items are indexed
• How results are rendered in search sites

• Maps the relationships between crawled


properties and managed properties

• Configurable by:
• Search Service Administrator
• Site Collection Administrator
• Tenant Administrator (SharePoint Online only)

• Managed property settings


Query Rules

• Query rule elements:


• Query conditions
• Query actions
• Publishing options

• Query rule publishing


• Start and stop dates
• Useful for e-commerce environments
Managing Result Types

• Result type management elements


• Rules
• Property lists
• Rendering template
Display Templates

• New HTML display templates

• Replaces the XSLT result type rendering file

• Widest range of development environments


• SharePoint Designer
• Visual Studio
• Dreamweaver
• Notepad
• Any HTML editor

• Managed at the site collection level


Planning and Configuring Search Navigation

• Search results
• Very similar to SharePoint 2010

• Faceted navigation
• Provisioned through managed properties
• Uses term store term sets

• Created at the service application level

• Configurable at the site collection level


Managing Search Engine Optimization Settings

• Search engine optimization (SEO) is particularly


important for Internet-facing sites

• Verify site ownership with search engines

• Configure canonical URLs

• Generate a site map

• Add SEO properties for managed navigation


Lab B: Configuring the Search Experience

• Exercise 1: Optimizing Search Results


• Exercise 2: Customizing the Search Experience

Logon Information
• Virtual machines: 20331B-NYC-DC-13,
20331B-NYC-DB-13, 20331B-NYC-SP-13
• User name: administrator@contoso.com
• Passw0rd: Pa$$w0rd

Estimated Time: 30 minutes


Lab Scenario

You have now provisioned a search service, created


content sources and crawl schedules, and deployed a
Search Center site. Basic search functionality is working as
expected. However, the IT team has raised concerns that
people are finding it hard to locate their content and
guidance. Your task is to make search results from the IT
team easier to find. First, you will configure result sources
to help people narrow their search results and query rules
to promote particular documents. You will then add a new
page to the Search Center to display the refined search
results.
Module Review and Takeaways

• Review Question(s)

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