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OFS307 Customizing FAST Search Server 2010 for SharePoint

OFS307 Customizing FAST Search Server 2010 for SharePoint. Keenan Newton Senior Technical Product Manager Microsoft Corporation. Jeff Fried CTO & VP Engineering BA-Insight. Developer Extensibility. Keenan Newton. Jeff Fried. CTO, BA-Insight

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OFS307 Customizing FAST Search Server 2010 for SharePoint

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  1. OFS307CustomizingFAST Search Server 2010 for SharePoint Keenan Newton Senior Technical Product Manager Microsoft Corporation Jeff Fried CTO & VP Engineering BA-Insight

  2. Developer Extensibility

  3. Keenan Newton Jeff Fried • CTO, BA-Insight • Previously VP Advanced Solutions for FAST, then Microsoft technical product manager for FAST and SharePoint 2010 Search • Author • Professional SharePoint 2010 Development • Professional Microsoft Search • Blog: • http://www.ba-insight.net/Blogs/Sharepoint-Search-Expert/default.aspx • Twitter: • http://twitter.com/jefffried • Boston, MA • Senior Technical Product Manager, Microsoft • Extensive Experience with .NET Development, Search, and Composites • Author • Definitive Guide To Microsoft Enterprise Library • CoDeMagazine • Blog: • http://blogs.msdn.com/knewton • Redmond, WA

  4. Topics • Architecture • Creating Search Verticals • Customizing Federation • Customizing Search Web Parts • Search Driven Applications OSF303-IS FAST Search for SharePoint – Implementation Experiences & Best Practices

  5. Do More With Search Across a Spectrum of Customization and Development IP Portfolio mgmt Intel/Surveillance Drug Discovery …. Intranet Search People Search Site Search Research Portal Case Management Save Results to Excel file …..

  6. FAST Search for SharePointDesigned for Customization … … Format Conversion Lemmatization EntityExtraction Language Detection Mapper User Context Metadata Creation Content Processing Pipeline Content OpenSearch Query Processor Indexer Content Processor Crawler Federation People Search Search Center User Profiles Index Partition User Experience Federation Relevance Control Indexing Connectivity

  7. “Out of the Box” Search ExperienceA powerful baseline for customization • Refinement summarizes and narrows results • Query federation brings together results • (FAST) Previews provide rich interaction • Query Suggestions guide user keywords • (FAST) User Context provides a personal experience

  8. Topics • Architecture • Creating Search Verticals • Customizing Federation • Customizing Search Web Parts • Search Driven Applications

  9. Top Customization Scenarios • Modify the OOB End User Experience • Add new Refinement category • Show results from federated location • Modify the look and feel of OOB end user experience • Enable sorting by custom metadata • Add visual Best Bet for upcoming sales event • Configure different ranking for HR vs. Engineering department • Create new customer search experience • Indexing content • Define content for search • Design search experience • Create new Audio/Video/Image search experience Create a new Search Verticals Create new visual elements • Show Location refinement on Chart/Maps • Show tags in tag cloud • Enable export results to Spread Sheet • Summarize Financial Information from customers in Graphs • create a new customer page that shows: • Customer Contact Details • Customer Project Details • Customer Contacts • Internal Experts • Customer related documents Query & Result Pipeline Plug-ins • Expand query terms based on synonyms defined in Term Store • Augment customer results with project information • Show popular customers/people inline with search results • Show people results from other sources • Show email results from personal mailbox on Exchange Server through the EWS • Index content from custom repositories like Documentum • Create content processing plug-ins to create new metadata Query & Indexing Shims Create new Search Driven Applications

  10. Building a Search Vertical DEMO

  11. Topics • Architecture • Creating Search Verticals • Customizing Federation • Customizing Search Web Parts • Customizing Connectors and Content Processing • Search Driven Applications

  12. Search 2010 ArchitectureThe platform for Search Customization What’s New in 2010? • Primary Search Web Parts now Unsealed • Federation now a key Public OM layer • All Web Parts built on federation • Query alteration, custom Runtimes, blending results from multiple sources • Web Service / RSS Enhancements FAST Search / SharePoint Search: • Shared Web Parts, RSS, Web Service • Shared Federation OM • Index and Crawling Separate • FAST unique Content Processing Pipeline SearchWeb Parts SearchWeb Parts Federation / Query OM Federation OM Web Service, RSS Web Service, RSS OpenSearch / CustomSource SharePoint Search Index FASTSearch Index FAST Indexer SharePoint Indexer Content Processing

  13. Custom Federation Source: Twitter Customize by Configuration DEMO

  14. Topics • Architecture • Creating Search Verticals • Customizing Federation • Customizing Search Web Parts • Search Driven Applications

  15. Search WebPart Customization Best Practices… • Leverage Out-Of-The-Box functionality • Extend before create • When Creating Charts use the SharePoint Chart Control • Used in Chart WebPart • Microsoft.Office.Server.WebControls.Chart • Refinements are “Anded” per category • Can’t select “PowerPoint” and “Word” • Use “a=“ http query parameter and KQL to work around this

  16. Visual Refiner Web Part Customize by Creation DEMO

  17. Topics • Architecture • Creating Search Verticals • Customizing Federation • Customizing Search Web Parts • Search Driven Applications

  18. Search-Driven Applications Meet all the search application needs you have across your business Sales: 360o Customer Insight • “How do I support theunique search needs of teams and work that impact our business?” Services: Knowledge Browser Marketing: Competitive Intelligence Research & Development: Innovation Portal • To do so, you need a search platform that has • A deep understanding of your information • Flexible relevance to meet diverse needs • A customizable UX to increase user efficiency Support: Call Center Advisor Operations: Systems/Logistics Portal Operations: Systems/Logistics Portal

  19. Search Application Demo DEMO

  20. How would you create this? • OOB connectors to SharePoint (reports, account documents), shared files; CMS systems across multiple divisions of contoso • Crawl web intelligently for background content Content Crawling: bring in data from lots of places • Names of projects, offerings, key concepts, clients, external experts • Industry terms & taxonomy (from external sources) • Synonyms for key concepts Content processing: creating metadata OOB web parts configured for style • Federation, People Search, Search actions, Scopes • Custom Relevance Profile Custom web parts for visual navigation • Tab-like selectors, sliders, maps, and taxonomy-aware refiners SharePoint workflows for act-on-selected-items • Custom development using the OpenXML SDK Build PowerPoint on the Fly

  21. Search-Driven Dashboards Integrating Search and BI in SharePoint 2010 • Search integrates with all of SharePoint • Use search to create KPIs displayed by PerformancePoint • Drill down from a dashboard to search • Use Search to find BI reports and datasources (OOB with the BI Indexing Connector)

  22. Related:Everytoy Recalls WhirlyBirdy • A click from the dashboard sets the initial query

  23. Custom Preview Demo DEMO

  24. SharePoint 2010 search and FAST search comparison General Productivity search Light customization Social, Conversational Connectivity, Security, Relevance, Performance, Administration, Scale Customized productivity search and search driven applications Social, Conversational++, Visual, Contextual Connectivity+, Security, Relevance+, Performance, Administration+, Scale++ SharePoint Enterprise CAL + FAST Search for SharePoint server license SharePoint Standard CAL + SharePoint server license

  25. Summary • …2010 search is simple and powerful • …FAST gives the most customization • …you can win big with search customization

  26. Session Evaluations Tell us what you think, and you could win! All evaluations submitted are automatically entered into a daily prize draw*  Sign-in to the Schedule Builder at http://europe.msteched.com/topic/list/ * Details of prize draw rules can be obtained from the Information Desk.

  27. Q&A jeff.fried@ba-insight.net keenan.newton@microsoft.com

  28. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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