Enterprise Search With SharePoint Portal Server V2

1. Enterprise Search With SharePoint Portal Server V2 Steve Tullis, Program Manager, Business Portal Group 3/5/2003

2. Enterprise Search Challenge • Search . . . It’s not just documents anymore: • Portals, team sites, file shares, email, etc. • Inside collaborative applications • People and teams • Many portals: where do I look? • Sparse/”dirty” metadata • Secure access (file permissions, HTTPS) • Scale -- Millions of items

3. Laying Groundwork in V1 • SharePoint Portal Server is Microsoft’s flagship application for enterprise search • Securely aggregates data from multiple sources • Probabilistic relevance ranking • Alerts notify you of new relevant information • Automatic categorization • Adaptive crawling keeps search current • Best bet tagging

4. SharePoint V2 Advances • SharePoint Portal Server V2 provides scalable search that discovers and organizes knowledge across the enterprise • Identifies people, teams and categories • Organizes and browses web sites • Enhanced, fast, easy to use search UI • Windows SharePoint Services (WSS) integration • Improved query performance and scalability • Extends support for secure content

5. Search Themes In SPS V2 • Enterprise capabilities • Scale to large deployments • Shared portal services • Relevant, rich results • Fast, easy-to-use / re-use search UI • Organization of information • Site Directory • Best bet and metadata management • Team site integration & Search Extensibility

6. Enterprise Capabilities Scalable Search Architecture

7. Enterprise Capabilities • Performance and scalability goals • 95% of queries in less than 2 seconds • Indexing to 20 million documents • Fast loading of large thesaurus files • Availability and room for growth • Propagation to multiple search servers • Load balancing from web front-ends • Indexing of HTTPS and local group ACLs • IIS logging of portal query keywords

8. Services DB Portal Site DB Large Farm Deployment … Web Web Web Web Web Web Web Load Balancing … Search Search Propagate Job Server … Index Index

9. Portal Content Portal Content Sales Sales Products Products Services DB Scalable Search Architecture 3 Query Web Web 3. Search requests are balanced across search servers Search Search 2. Each index propagates to all search servers 2 1. Multiple indexing servers support up to 4 content indexes Indexing Indexing Portal Content Sales Products 1

10. Indexing Performance • Scale indexing to large enterprise corpus • 5M (v1) to 20M (v2) documents • Double indexing rate (docs/second) • Propagation administration • Monitors multiple indexing and search servers • On-demand propagation

11. Portal Shared Services • Share search, user profiles, personal pages from a central portal • Central portal gathers and indexes content • Best bets managed centrally • Central and satellite site registries indexed • Automatic indexing of provisioned sites • Automatic scoping of associated portals • Central portal imports and stores user profiles • Single personal page across the enterprise • Central management of alerts

12. Relevant, Rich Results Enhanced Search Results

13. Enhanced Search Results • Investment in search results usability • Search results are fast, simple and powerful • More than documents • People, Team Sites, and Topics • Reconciles people names and aliases • Pivot or link to document info, people, topic pages and team sites • Easy to sort by site, topic, author, date • Collapse by site to see broad results

14. Keyword Best Bets • Humans make search better • Keyword and topic best bets emphasize key results • Site administrators manage keyword hierarchy • New keyword view lists all best bets • Portal users can suggest best bets • IIS logging of query keywords allows tracking of frequent queries

15. Personal Search Experience • Interactive portal search • “Alert me” when result changes • Suggest as best bet • Save searches • Advanced, targeted search • Search over entire portal or selected scopes • Finer group, sort control • Boolean constraints

16. Organization of Information Tools for Site Owners

17. Organization of Information • Site Directory organizes and indexes sites across the enterprise • Site Directory provides an organized view of key portals, team sites and web sites in the enterprise • Portal users can browse and explore enterprise sites • Promotes sites for indexing via admin request / approval • Metadata discovery and management allows administrators to: • View discovered metadata • Drill to examples of indexed content • Enable/disable indexing/retrieval • Map custom metadata to search results • Enterprise Scoping • Restrict searches to a subset of the portal • Auto-scoping of ‘associated’ portals

18. WSS Integration & Search Extensibility Working Better Together

19. Team Site Integration • Automatic indexing of team sites • Intelligent detection of team and portal sites • Efficient indexing of team sites • Incremental, secure, fast • Alerts for lists or list items • Integrated with Outlook alerts • Team sites can share portal search • Thumbnails for image libraries

20. SPS and WSS Search • WSS inherent text search capabilities • SQL Server Full Text Search (CONTAINS) • Site specific • Optional promotion of queries to SPS when affiliated with an SPS portal • SPS is the aggregator • Probabilistic Ranking (FREETEXT) • Richer UI • Multi-site / Scoping • Share Services

21. Search Extensibility • .NET enabled Search • Managed-code query provider and admin API • Search web service for remote applications • Simple keyword or full-text SQL support • Customization of search web parts using Visual Studio.NET • Search results web part is used across many SPS V2 portal features • Word breaker interface published in Platform SDK

22. Partner Opportunities • Search Extensibility • Word breakers • Protocol Handlers • Filters • IIS Log Mining • Best bet promotion

23. Summary • SharePoint Portal Server V2 significantly boosts performance and scalability for enterprise search solutions • Richness of search results and improved manageability • Portal users find relevant results, experts, teams and sites • Content owners organize enterprise information • .NET web services enable development of custom search solutions