The Essential Guide to Enterprise Search in SharePoint 2013 Everything You Need to Know to Get the Most Out of Search and Search-based Applications ABOUT THE AUTHORS Jeff Fried, CTO, BA Insight Jeff is a long-standing search nerd. He was the VP of Products for semantic search company LingoMotors, VP of Advanced Solutions for FAST Search, and technical product manager for all Microsoft enterprise search products. He is also a frequent writer, who has authored 50 technical papers and co-authored two new books on SharePoint and search. He holds over 15 patents, and routinely speaks at industry events. Agnes Molnar, MVP Agnes is a Microsoft SharePoint MVP and a Senior Solutions Consultant for BA Insight. She has also co-authored and contributed to several SharePoint books. She is a regular speaker at technical conferences and symposiums around the world. Michael Himelstein, vTSP Michael has more than 20 years of practical experience developing, deploying, and architecting search-based applications. In this role he has advised hundreds of the largest companies around the world around unified information access. He was previously a Technology Solutions Manager in the Enterprise Search Group at Microsoft. Tony Malandain Tony Malandain is a co-founder of BA-Insight. Tony architected and built the first version of the product which gained significant momentum on the Microsoft Office SharePoint Server (MOSS) and positioned BA Insight as the leading Enhanced Search vendor for SharePoint. Tony was awarded a patent for the core AptivRank technology, which monitors usage behavior of search users to influence relevancy automatically. Eric Moore Eric Moore is the lead for BA Insight’s Search Interactions and Content Enrichment teams. He is accustomed to living at the leading edge of search, and has deep experience with multimedia search, XML search, and content enrichment. Prior to BA Insight, Eric worked for five years at FAST and on the Microsoft Search Platform team. Eric has developed state of the art Products, algorithms, and platforms for specialized information workers. SHAREPOINT 2013 THE ESSENTIAL GUIDE TO ENTERPRISE SEARCH 2 WHAt’INTRODUCTS IN THIIONS E-BOOK? There’s a lot to say about SharePoint 2013, and about search in SharePoint 2013. This e-book is focused only on search, and is meant to give you a working understanding of the new features so that you can get oriented with them and think about how you will deploy and use them. It does not try to cover everything, nor is it meant to be a hands-on guide. In this book we will be covering five key areas as they relate to search. These key areas are color coded, and represented by the blocks below. Each section contains short chapters that can be read independently or continuously. The goal is to enable readers to focus on the information they need to learn about at the moment. User Working Working Architecture, Applications & Experience with Queries with Deployment & Development & Results Content Operations Not every area of search has changed in SharePoint 2013, and those that are currently familiar with search won’t be lost at sea. For example, the deployment model, services architecture, and crawling and connector subsystems are pretty much the same as with SharePoint 2010. End users will see a dramatically different search UI, but they will be able to use it with no training (it’s quite intuitive). If you have built up a competency in search, you’ll be able to take it further in many ways — which we highlight throughout this e-book. Deeper Dives: Technet — What’s new in SharePoint 2013 search Blog article from Microsoft Search Group TechNet landing page refreshed weekly with articles on SharePoint 2013 Highlights of Search in SharePoint 2013 SHAREPOINT 2013 THETHE ESSENESSENTTIALIAL GUIDEGUIDE T TOO ENENTTERPRISEERPRISE SEARCHSEARCH 3 WHAt’S IN THIS E-BOOK? Highlights and Key Take-Aways User Experience WHAt’S NEW? BENEFITS The face of search is totally revamped — not just in The search experience is easy, clean, and fast. keeping with the new SharePoint UX overall, but with deep refinements, better display for results using Result Blocks, a hover panel with previews, and more. Working with Queries & Results WHAt’S NEW? BENEFITS In SharePoint 2013 search scopes, federated locations, and best SharePoint 2013 is light-years ahead of other search platforms bets are now deprecated in favor of result sources, query rules, in this area. Result sources, query rules, and result templates and result templates. off remarkable control over search presentation. These are brand-new concepts, well worth learning — they arm site administrators and site collection administrators with the tools to field powerful, effective search. Working with Content WHAt’S NEW? BENEFITS Crawling is an area that has changed least with SharePoint With continuous crawling, users get fresher content faster. 2013, but there are still some great enhancements, including continuous crawling. Business Connectivity Services has continued to evolve and Complex security scenarios are more tractable (though now supports claims tokens through the BDC. still hard). The Content Processing and Linguistics capabilities in SharePoint This platform offers a lot of power to developers, as well as 2013 search are very strong and extensible. There’s lots of new providing some key capabilities end users will notice. capabilities including a completely new file parsing mechanism. Architecture, Deployment & Operations WHAt’S NEW? BENEFITS Under the hood, there is a new architecture, a new search Search deployment and management is different, and largely core, and many new modules that are the culmination of the better. Making search hum for O365 — fully multi-tenant, FAST acquisition — not just combining the best of FAST and smoothly scalable and fault-tolerant, and manageable at SharePoint search, but some significant innovations from a multiple levels — was a key goal for this release and there are continued investment in search. big benefits for on-premise deployments too. Applications & Development WHAt’S NEW? BENEFITS There’s a new development model for SharePoint 2013 This makes extending search much more accessible, and generally, and for Search specifically. will foster a lot of exciting search-based applications. There’s a new Content Extensibility Web Service (CEWS) A lot of great possibilities are now open that opens up content processing for extension. to developers. Search is used pervasively throughout the SharePoint 2013 Your users will get more done and enjoy a variety of platform, and powers the new web content management applications, both built in and tailored — all powered by (WCM) and e-discovery capabilities, topic pages, the content- search. by-search web part, myTasks, mySiteView, and more — along with great enterprise search, people search, and site search. SHAREPOINT 2013 THE ESSENTIAL GUIDE TO ENTERPRISE SEARCH 4 TABLE OF CONTENTS 6 Introduction SharePoint 2013 Search is Here 7 Chapter 1 User Experience — The New Face of Search in SharePoint 2013 8 Raising the Bar: The SharePoint 2013 User Experience 10 First Class Search Interactions: More to Love 12 The SharePoint 2013 Search Center Overview 14 Refiners and Faceted Navigation 16 Search Center Setup 18 Chapter 2 Working with Queries and Results — New Mechanisms in SharePoint 2013 19 Query Processing: the Search Engine’s Automatic Transmission 22 Query Rules and Query Suggestions 26 Result Types and Result Templates 28 Chapter 3 Working with Content — Crawling, Connectors, and Content Processing 29 Content Capture 33 Content Processing 36 Linguistics Processing 40 Chapter 4 Architecture, Deployment, and Operations — Getting under the Hood 41 New Architecture, Single Search Engine Core 45 Indexing and Partitions 47 Analytics 49 Federation and Result sources 52 Search in Exchange 54 Search Administration 58 Upgrade and Migration 63 Chapter 5 Applications and Development — New Models for Search-Based Applications 64 The New Development Model in SharePoint 2013 69 The Content Enrichment Web Service (CEWS) 71 Search-Based Applications in SharePoint 2013 77 Conclusion INTRODUCTION SharePoint 2013 Search is Here There’s a New Search in Town SharePoint and a huge architectural change SharePoint 2013 has arrived, and it is chock full for search specifically, there are also many new of new capabilities and features. This is a release features to build on. Peeking under the hood, with major architectural changes, built “for the there is evidence that there’s more innovation next 15 years”, and it is very different from to come in future releases — powerful new SharePoint 2010. mechanisms which aren’t fully used yet. With SharePoint 2013, the enterprise search This isn’t a perfect release — there are some capabilities are dramatically different and things that take getting used to, some areas that very exciting. Search has a new face, a new still need sanding, and some situations where development model, and some remarkable you need to write code or turn to partners built-in features. For search Jedis this new to boost the power of your search capabilities. platform has a lot to love, it is: We’ll point out some of these areas where you can turbocharge your search in this e-book. • Clean, fast, and easy to use. • Straightforward to install, administer, Search technology (and basically all software and scale. that does sophisticated things around human • Provides very powerful high-end search language) is extremely hard in general. High-end features. search is very powerful, and can be applied in a myriad of situations, so covering everything is • Makes creating search-based applications at odds with making search easy. The approach simpler than ever. of providing hooks for extensibility and For search Jedi apprentices, this release will encouraging partners and customers to use change your world. Search is the “Force” used them works — and Microsoft has a great set of pervasively throughout SharePoint 2013 and partners to pull this off.