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Dude, Where’s my Search Scopes?

SharePoint 2013 Search
Martin Hatch
@MartinHatch
http://martinhatch.com
martin.hatch@hatchsolutions.co.uk

This Slide Deck
http://sdrv.ms/1cAoaFy
Agenda
• New Capabilities
• What’s new:
• For IT Pros
• For Devs
• For Site Owners

• Result Sources
• Query Rules
• Result Types
• Display Templates
New Capabilities from 50,000 feet
• SharePoint 2013 “Server” now includes “FAST” search by
default
• If you have Office Web Apps then you get document thumbnails in your
search results
• Custom rules to impact on query ranking
• Auto-population of document metadata (title / description)

• SharePoint Analytics is now part of Search
• Views (Lifetime)
• Views (Past 7 Days)

• Federated Search results (from other SharePoint farms) can
now be embedded directly in core search results
Changes for IT Pros
• Search in 2013 has a new topology which can ONLY be modified
using PowerShell
•
•
•
•
•
•

Index Partition
Query Component
Crawl Component
Content Processing
Analytics Processing
Admin Component

Potentially suitable for Web Servers for low-latency results
(if you have decent hardware on your front-ends)
VERY resource intensive
Will definitely want (multiple) dedicated servers

• Search is much more intensive than it used to be! Expect to require
a lot of tin!
• Continuous Crawls allow for vastly faster identification of new
content
Continuous or Incremental Crawls?
• Incremental Crawl every 15 min .. takes 35 min to complete
0

15

When the crawl starts it will effectively
query a “snapshot” of the data, so only
changes known NOW will be crawled

30

45

When the crawl finishes it will start again
at xx:45 as per the “every 15 minutes”
schedule

Content created at xx:01 is not indexed until xx:45 BEST CASE scenario!
(it may take longer for the crawl to complete)
Continuous or Incremental Crawls?
• Continuous Crawls every 15 min .. takes 35 min to complete
0

Thread 1
15

Thread 1
45

30
Thread 2
Thread 3

Content created at xx:01 is
indexed at xx:15
Due to the crawls executing more
frequently, it is likely that they
will complete much quicker

This time, new crawl threads are
spawned every 15 minutes ..
REGARDLESS of how long each crawl
takes to complete
In the scenario above we are doing 3
crawls simultaneously
Delegated Search Configuration
• Search Settings can now be defined at the Site Collection and
Site level .. Beware the site owner!
• Search dictionaries are now Managed Metadata Taxonomies

• List Owners can now reset the search index, which triggers on
the next crawl
• Great if owners know their content well
• If you have large libraries this can cause a performance problem
Changes for Devs
• Search Results and the Refinement Panel are now rendered
using JavaScript Display Templates (and we can build our own)
• New Query Language Syntax for Search
• URL Query String values
• Page field values
• User Profile Properties (based on the current user)

• Content Search Web Part also uses JavaScript Display
Templates and provides search-based aggregations (as a
replacement for the Content Query Web Part) *Enterprise SKU
required
Some things don’t change
• Content Sources still work the same way
• Crawl schedules still work the same (although we now have the
new “Continuous Crawl” model)
• Crawled Properties and Managed Properties still largely the
same, now collectively called “Search Schema”
Result Sources .. the new “Scope”
• Levels: Service App | Site Collection | Site
• Replacement for Search Scopes, which are now deprecated
• Use Query Builder to define. Vastly more flexible than the old
approach!
• You get a 16 of them out of the box including: Documents,
Pages, Conversations, Wiki, Pictures ..
• Search Scopes are still “functional” but cannot be edited
More than just a search scope
• The new query syntax allows for considerable flexibility in the
way Result Sources can be built
• There are some interesting “dynamic” result sources you get
OOTB:
•
•
•
•
•
•

Items related to the current user
Items matching a tag
Items matching a content type
Items with the same keyword as this item
Popular
Recently Changed Items
Query Rules
• Levels: Service App | Site Collection | Site
• Allow you to change the output when a user has searched for
something specific
• You can add a “Promoted Result” (URLs or Banner images)
• Add a “Result Block” (add in extra search results)
• Modify the rankings of the matching items
• These can be configured to only appear during a date range
DEMO
Result Sources and Query Rules

.....
Result Types
• Levels: Site Collection | Site
• Identifies specific types of content in Search Results so it can be
granted a custom look and feel
• Result Types can be selected based on:
• The Result Source it is in
• The type of content (file / image / list item)
• Any other Search Managed Property (e.g. ContentTypeId)

• When creating your Result Type, select from the JavaScript Display
Templates installed in the Master Page Gallery
Result Type Display Templates
• These are HTML / JS files installed in the Master Page Gallery
• When you copy over your HTML file SharePoint will generate
the JS file automatically (using an Item Event Receiver)
• You can optionally just deploy the JS file (if you don’t want the
template to be edited, i.e. in SharePoint Designer)
DEMO
Result Types and Display Templates

.....
Search tabs & drop-downs
• Search Settings in each site allows you to configure the dropdown
• In the Search Center this also controls the tabs
• If you don’t specify anything then you get the default items:
•
•
•
•

Everything
People
Conversations
This Site
Wrap Up
• A lot of the same .. And a lot of changes
• Search looks and feels extremely familiar, but it really is very
different
•
•
•
•

New capabilities .. for everyone
Much easier to customise .. and vastly more flexible
New architecture .. learn to love PowerShell!
New hardware requirements .. and new topologies
European Office 365 Connect : January
Thank You
Martin Hatch
@MartinHatch
http://martinhatch.com
martin.hatch@hatchsolutions.co.uk

This Slide Deck
http://sdrv.ms/1cAoaFy

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SPCA2013 - Dude, Where’s my Search Scopes

  • 1.
  • 2. Dude, Where’s my Search Scopes? SharePoint 2013 Search Martin Hatch @MartinHatch http://martinhatch.com martin.hatch@hatchsolutions.co.uk This Slide Deck http://sdrv.ms/1cAoaFy
  • 3. Agenda • New Capabilities • What’s new: • For IT Pros • For Devs • For Site Owners • Result Sources • Query Rules • Result Types • Display Templates
  • 4. New Capabilities from 50,000 feet • SharePoint 2013 “Server” now includes “FAST” search by default • If you have Office Web Apps then you get document thumbnails in your search results • Custom rules to impact on query ranking • Auto-population of document metadata (title / description) • SharePoint Analytics is now part of Search • Views (Lifetime) • Views (Past 7 Days) • Federated Search results (from other SharePoint farms) can now be embedded directly in core search results
  • 5. Changes for IT Pros • Search in 2013 has a new topology which can ONLY be modified using PowerShell • • • • • • Index Partition Query Component Crawl Component Content Processing Analytics Processing Admin Component Potentially suitable for Web Servers for low-latency results (if you have decent hardware on your front-ends) VERY resource intensive Will definitely want (multiple) dedicated servers • Search is much more intensive than it used to be! Expect to require a lot of tin! • Continuous Crawls allow for vastly faster identification of new content
  • 6. Continuous or Incremental Crawls? • Incremental Crawl every 15 min .. takes 35 min to complete 0 15 When the crawl starts it will effectively query a “snapshot” of the data, so only changes known NOW will be crawled 30 45 When the crawl finishes it will start again at xx:45 as per the “every 15 minutes” schedule Content created at xx:01 is not indexed until xx:45 BEST CASE scenario! (it may take longer for the crawl to complete)
  • 7. Continuous or Incremental Crawls? • Continuous Crawls every 15 min .. takes 35 min to complete 0 Thread 1 15 Thread 1 45 30 Thread 2 Thread 3 Content created at xx:01 is indexed at xx:15 Due to the crawls executing more frequently, it is likely that they will complete much quicker This time, new crawl threads are spawned every 15 minutes .. REGARDLESS of how long each crawl takes to complete In the scenario above we are doing 3 crawls simultaneously
  • 8. Delegated Search Configuration • Search Settings can now be defined at the Site Collection and Site level .. Beware the site owner! • Search dictionaries are now Managed Metadata Taxonomies • List Owners can now reset the search index, which triggers on the next crawl • Great if owners know their content well • If you have large libraries this can cause a performance problem
  • 9. Changes for Devs • Search Results and the Refinement Panel are now rendered using JavaScript Display Templates (and we can build our own) • New Query Language Syntax for Search • URL Query String values • Page field values • User Profile Properties (based on the current user) • Content Search Web Part also uses JavaScript Display Templates and provides search-based aggregations (as a replacement for the Content Query Web Part) *Enterprise SKU required
  • 10. Some things don’t change • Content Sources still work the same way • Crawl schedules still work the same (although we now have the new “Continuous Crawl” model) • Crawled Properties and Managed Properties still largely the same, now collectively called “Search Schema”
  • 11. Result Sources .. the new “Scope” • Levels: Service App | Site Collection | Site • Replacement for Search Scopes, which are now deprecated • Use Query Builder to define. Vastly more flexible than the old approach! • You get a 16 of them out of the box including: Documents, Pages, Conversations, Wiki, Pictures .. • Search Scopes are still “functional” but cannot be edited
  • 12. More than just a search scope • The new query syntax allows for considerable flexibility in the way Result Sources can be built • There are some interesting “dynamic” result sources you get OOTB: • • • • • • Items related to the current user Items matching a tag Items matching a content type Items with the same keyword as this item Popular Recently Changed Items
  • 13. Query Rules • Levels: Service App | Site Collection | Site • Allow you to change the output when a user has searched for something specific • You can add a “Promoted Result” (URLs or Banner images) • Add a “Result Block” (add in extra search results) • Modify the rankings of the matching items • These can be configured to only appear during a date range
  • 14. DEMO Result Sources and Query Rules .....
  • 15. Result Types • Levels: Site Collection | Site • Identifies specific types of content in Search Results so it can be granted a custom look and feel • Result Types can be selected based on: • The Result Source it is in • The type of content (file / image / list item) • Any other Search Managed Property (e.g. ContentTypeId) • When creating your Result Type, select from the JavaScript Display Templates installed in the Master Page Gallery
  • 16. Result Type Display Templates • These are HTML / JS files installed in the Master Page Gallery • When you copy over your HTML file SharePoint will generate the JS file automatically (using an Item Event Receiver) • You can optionally just deploy the JS file (if you don’t want the template to be edited, i.e. in SharePoint Designer)
  • 17. DEMO Result Types and Display Templates .....
  • 18. Search tabs & drop-downs • Search Settings in each site allows you to configure the dropdown • In the Search Center this also controls the tabs • If you don’t specify anything then you get the default items: • • • • Everything People Conversations This Site
  • 19. Wrap Up • A lot of the same .. And a lot of changes • Search looks and feels extremely familiar, but it really is very different • • • • New capabilities .. for everyone Much easier to customise .. and vastly more flexible New architecture .. learn to love PowerShell! New hardware requirements .. and new topologies
  • 20. European Office 365 Connect : January