Whats new in search in SharePoint 2013
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This document provides an overview and summary of new search features in SharePoint 2013. It begins with an introduction and agenda. Key changes include the integration of FAST search into the SharePoint search engine. New features allow for continuous crawling, indexing of Exchange content, anonymous crawling, and improved administration. The user interface is more fluid and Bing-like. Search results can be customized through the use of display templates instead of XSLT. Additional changes include improved analytics, content targeting, and query rules to enhance search experiences.
Whats new in search in SharePoint 2013
- 1. What’s new in search in SharePoint 2013
- 2. Agenda Introduction High Level Changes Search scenarios Search Results Content Targeting QA
- 3. Who am I? Michal Pisarek Founder of Dynamic Owl Consulting, Vancouver BC SharePoint MVP Author of SharePoint Analyst HQ Blog Email: [email protected] Twitter: @michalpisarek
- 4. High Level Changes LET THE GAMES BEGIN
- 5. Architecture No more FAST Search, its all just SharePoint Search now Out of box PDF IFilter Indexing of Exchange Content Anonymous HTTP Crawling Single Server install requires lots of RAM Continuous crawling allows items to appear in search results in seconds More redundancy and performance availability
- 6. Administration Available at Site Collection and Site Level Schema: Searchable Queryable Retrievable Refinable Sortable Don’t need a full crawl to create new managed properties, can crawl a single list or site
- 7. User Interface Fluid Hover panel for previews Visual Deep Refiners More actions with search results Much more bing like experience
- 8. Content Processing Search anything in the index Show it in any way you like Reuse Content Inject real time parameters in real time Current users name The current navigation node they are Value of a field on a page User Profile Value Drives all of new WCM capabilities
- 9. Result Customization No more XLST Using HTML and Javascript through the use of Display Templates Same templates can be used for search search results, content search web part and content query web part Can customize result and also hover panel
- 10. Analytics Analytics handled by the search engine Types: What’s hot Number of times content is viewed Popularity Hot topics in discussion threads My previous searches Popular Results
- 11. What does means? Use content Separate Target Respond to Display Consume from storage of content to user items in the remote anywhere content specific searches format of search in from display users easily your choice indexes SharePoint
- 12. Search Scenarios in SharePoint 2013 WHAT CAN SEARCH DO FOR MY ORGANIZATION?
- 13. “ I wish we could customize search results by the type of content being returned. • In SharePoint 2010 XLST customization of search results was painful ” • In SharePoint 2013 this is easy and no more XLST madness • Very powerful capability
- 14. “ When someone searches for something I wish we could fire another search for them and bring • back those results MICHAL DREAMS OF SHAREPOINT 2013 ” Imagine if we knew what our users were searching for and could respond accordingly? • In SharePoint 2013 we can do that
- 15. “ I want an Intranet homepage that presents different content to different users based on their • region, profile or department EVERY SINGLE CUSTOMER THAT I TALK TO ABOUT AN INTRANET ” Aggregating and targeting content to specific users was previously difficult • In SharePoint 2013 remarkably easy to do, basically out of the box functionality • Some incredible possibilities for Intranets, Knowledge Management, etc..
- 16. Search Results in SharePoint 2013 WHAT DOES THE DEFAULT SEARCH EXPERIENCE LOOK LIKE
- 17. 2013 Search UI Important elements of the search results pages Deep Refiners Promoted Results Best Bets Result Blocks Hover Panel Thanks to Nick Hadlee for the use of his screenshots
- 18. 2013 Search UI Important elements of the search results pages Refiners Promoted Results Best Bets Result Blocks Hover Panel Thanks to Nick Hadlee for the use of his screenshots
- 19. 2013 Search UI Important elements of the search results pages Refiners Promoted Results Best Bets Result Blocks Hover Panel Query Rules Thanks to Nick Hadlee for the use of his screenshots
- 20. 2013 Search UI Important elements of the search results pages Refiners Promoted Results Best Bets Result Blocks Hover Panel Query Rules Thanks to Nick Hadlee for the user of his screenshots
- 21. 2013 Search UI Important elements of the search results pages Refiners Promoted Results Best Bets Result Blocks Hover Panel Display Templates OWA requires claims Deep link extraction Thanks to Nick Hadlee for the user of his screenshots
- 22. How does all this magic work? Result Where should these results come from? Sources Display Query When should we show How should these these results? results look? Templates Rules
- 23. Result Sources Result Sources Combination of Federated Search and Scopes Exchange and other remote SharePoint farms are now a source Can apply query transformations Much more powerful than scopes were previously Allows for real time injection of parameters “Only query content that was created by the current user”
- 24. Query Rules Query Rules Allows you to help act upon the “intent” of a query The new way to help you react to users and help them find what they are looking for Have three elements: Query Conditions ( matching rules) Query Actions (what happens when you find a match) Publishing options
- 25. Query Rules Query Rule Conditions Conditions allow you to define the circumstances under which your query rule will apply You can also match if a query is against a specific Result Source or category (like a Topic Page category) Each Query Rule can have multiple conditions
- 26. • Simple keyword match ^ Query contains a specific word or words • If someone search for “Permafrost” then show a promoted result Query contains a word in a • Match to a Term Set specific dictionary (dictionary in • If someone searches for a word that is part of our KB a term set) taxonomy then add a result block from this source Query contains an action word • If an action word is contained in a query, eg: find, reports, pdf that matches a specific phrase or • If a search contains the word Wiki then only show Wiki based term set results • If a query is used in a different source Query is common in a different source (like Videos Result Source) • If a query mostly returns videos then change the ranking to rank videos slightly higer • If the results are mostly of a particular file type Results include a common result type (like file type) • If a user searches and mostly PDF files are returned then show the user the last 5 PDF files they have created Advanced rule – match across a • Basically anything set of terms, dictionary, regular • If a query looks like a phone number then add a result block of expression, etc. users that searches for the person with that number
- 27. Query Rule Actions Query Rules Assign a “promoted result” to the query Promoted result is similar to Best Bets with SharePoint 2010 or Visual Best Bets with FAST Search 2010, but much more flexible Create and display a Result Block Result blocks specify an additional query to run and how to display results The feature includes a full query designer so you can build and test queries before finalizing them You can include the results above those returned by core results, or interleaved by ranking You can also choose custom display templates instead of the default for the result Change the query that returns the core results Change the original query by changing the query terms, adding additional terms, apply an XRANK formula to the query, etc. You can add multiple best bets or results blocks for each query rule
- 28. Query Rules Promoted Results
- 29. Query Rules Add Result Block Can fire another query in response to a users query Can change the query that is being triggered: Filter on the users name Choose the result source to target Choose the display template to use Change the sorting and ranking model Choose the number of item to display
- 30. Display Templates Display Templates Allow you to create a different way to display search results based on the type of content Have the following characteristics: Define the visual layout of a result Defined in HTML (no more XLST) Can be created in any HTML designer Can be linked to a particular content type or class of results Can be centrally managed or Site Collection managed
- 31. Result Sources Display Templates Query Rules Putting It Together A Knowledge Base Example: Users search for a particular term that is part of a knowledge base taxonomy We create a query rule that if a search word matches part of the taxonomy then we will fire We create a Promoted Result that tells them where the knowledge base is We create a Result Block that retrieves items only from the knowledge base We create a Result Block that finds people that have the search terms listed as part of their interests on their profile We rank items from the knowledge base Content Source slightly higher than other content
- 32. Content Targeting THE RIGHT INFORMATION TO THE RIGHT PEOPLE AT THE RIGHT TIME
- 33. Content Search Web Part Issues a search query and retrieves results Allow cross site collection use of content Allow real time injection of parameters Choose to display content in any way you like using Display Templates Link to Managed Navigation to reuse parameters on a single page Consume content from anywhere with SharePoint and outside it
- 34. Cross Site Publishing Separate the authoring of content from the presentation Can reuse the same content anywhere across SharePoint Uses search as the driver to find and consume recently changed items Allows segregation of the physical storage of content from presentation
- 35. Questions?
Editor's Notes
- #6: Only available for SharePoint contentDefault way of crawling SharePoint contentWill ignore errors as they occur, will be processed latterContent can appear in mere seconds as you no longer have to wait for an index mergeCan have multiple continuous crawls runningDriving force behind the new content targeting capabilities of Sharepoint 2013
- #7: MManaged properties can be made Searchable, Queryable, Retrievable, Refinable, or SortableManaged properties in SharePoint 13 get a slight overhaul. They are now set under Search Schema in the SSA. They can be set as searchable, queryable, retrievable, refinable, sortable or any combination. The differentiation is made to change functionality and limit storage requirements. Searchable: Includes the content of the property in the index, making it searchable as a query term alone. Documents with a searchable property on them will be returned as keyword matches. Queryable: Making a property queryable allows you to query it using property queries such as Property:Value. Retrievable: Retrievable properties can be returned to the result set for display or programmatic usage.Refinable: Allows properties to be returned in refiners. Sortable: Allows properties to be used for sorting.ore power to site and site collection admins
- #18: ResultsScriptWebPart
- #19: Can be pinned to a term set – e.g. product catalog where you always want the refiner option visibleConfigured without using XML any moreCan still be customised
- #20: Promoted Results replace Best Bets from 2010Configured via Query Rules
- #21: Result blocks are new to 2013Configured via Query Rules
- #22: Provides more info about a search resultClaims must be used in web applications for previews to workDeep link extraction “Take a look inside”