1. Information Architecture and Enterprise Search Better Together Agnes Molnar SharePoint Server MVP Senior Solutions Consultant

2. About MetaVis Technologies Builds Powerful, Easy to use, Easy to install, software for SharePoint 2010, 2007, 2003, file systems and Outlook/Exchange SharePoint Migration and Information Architecture MetaVis Migrator for Office 365 MetaVis Architect Suite for Office 365 SharePoint Classification MetaVis Cloud Classifier for SharePoint 2010 MetaVis Classifier

3. About BA Insight Software Solutions for Microsoft’s Enterprise Search Technologies Longitude Search: Optimizing SharePoint and FAST Search Usability and Relevance Longitude Connectors: Unifying Information Access through SharePoint via Enterprise System Connectors Microsoft Managed Partner, TAP Member for FAST, SharePoint, Office 365, and Azure Fortune 500 Customers include ExxonMobile, Accenture, Siemens, eBay, etc. www.BAinsight.com

4. About Agnes Molnar SharePoint Server MVP Senior Solutions Consultant, BA Insight Blogger, frequent speaker, writer Blog: http://aghy.hu Email: aghy@aghy.hu Twitter: @molnaragnes

5. About Dave Coleman SharePoint Server MVP 10 years working with SharePoint Blogger, Writer, Speaker 2010 experience range from 121 user Largest 150,000 seat project dave@sharepointedutech.com @davecoleman146 http://sharepointedutech.com

6. Agenda What is the „Information Architecture”? What is the „Search”? SP2010 Document Management Capabilities SP2010 Search Capabilities Better Together – Best Practices

7. Why? Why? Why? Information overload Data is doubling every 18 months (Gartner) Time spent by searching for something: 8 hours / week / information worker (Gartner) Searching without finding: 3.5 hours / week / information worker (Gartner) COMPLETELY WASTED!

8. What is the „Information Architecture”? The art and science of organizingand labelingweb sites, intranets, online communities, and software to support findabilityand usability. Wikipedia, IAI

9. Organizing the Content in SP2010 Document Libraries & Folders Content Types Document Sets Managed Metadata Document ID Workflows Content Organizer Rules Office 2010 Integration Office Web Apps SharePoint Workspace 2010

10. Folders vs. Document Sets Document Sets: Components, similar to folders, that enable users to collaborate on related documents without having to create a new document library or site.

11. Folders vs. Document Sets Document_1 Document_F1_1 Document_2 Document_F1_2 Folder_1 Document Library Folder_F1_1 Folder_F1_1_1 ... Folder_2 DocumentSet_F1_1 Document_DS_F1_1_1 Folder_3 Document_DS1_1 DocumentSet_1 Document_DS1_2

12. Content Types Content Type: Properties & Metadata Workflows Document Template One Content Type – Multiple Document Libraries One Document Library – Multiple Content Types

13. Managed Metadata Managed Metadata: A hierarchical collection of centrally managed terms that you can define and then use as attributes for items. Benefits: Consistent and globaluse of terminology Managed out of context Managed by owners Better search results Dynamic

14. Content Organizer Rules Property based rules Users don’t need to know where to save Well organized content Discover, search and find

15. What is the „Search”? „I know what I’m searching for and know how to do that” „I know what I’m searching for but I don’t know how to do that” „I don’t know what I’m searching for” „Am I Searching?...” Search – Find – Discover

16. Search Components Source: http://searchpatterns.org

17. Search Components Search Center - UI for users to issue queries and interact with results Query Servers- Accept query requests from users and return results Federated Source Query Object Model Query Federation - Return results from non-SharePoint Indexes Query Servers Index Partition Indexing - Extract information from items to enable efficient matching Index Partition - Subset of the overall index Indexer Crawling- Traverse URL space to record items in search catalog Crawler Connectors- Know how to process different content sources Content Sources - Host the content Content Content Content

18. SharePoint 2010 Search Enterprise scale-out (100M docs) Powershell support Boolean query syntax Prefix matching New, rich User Interface Faceted Navigation (Refinement Panel) Suggestion while typing Improved People Search with phonetic matching Social Tagging and Search Enhanced Relevance

19. SharePoint P2010 Search Content Sources SharePoint content File Shares Web sites Exchange Public Folders Business Data Custom Connections

20. SharePoint 2010 Search

21. FAST Search for SharePoint 2010 Unlimited scale Enhanced User Interface Deep refinement with counts Thumbnails + Document Previews Visual Best Bets User Context Sorting on any Property Similar Search Content Processing Pipeline with Entity Extraction „Easy” install and configuration

22. FAST Search for SharePoint2010 Sorting on any property Query completion Relatedsearches & people Deep Refiners Scrolling previews Document thumbnails Read in Office Web Apps Federated results

23. FAST Search for SharePoint 2010 User Context ”I’m a salesman. What sould I do about ERP systems?” ”I’m a consultant. What should I do about ERP systems?”

24. Search Federation Using remote index for SharePoint queries Location type: SharePoint Search index FAST index OpenSearch 1.0/1.1

25. Search Federation Benefits: No resources needed for indexing Custom Credentials Usage restrictions Prefix / Pattern match Query Template {searchTerms} scope:Documents {searchTerms} type:.doc type:.docx type:.docm BUT: Live Internet connection is required Bandwith No control over results (order, relevance, etc.) Separated Web Parts

26. Better Together Improve the content Organize Consistent Properties & Metadata Content Types Discover, Search, Find Navigation Improve the search Content Sources, Scopes Customized UI Iterations!

27. Better Together

28. THANK YOU! Agnes Molnar http://aghy.hu aghy@aghy.hu @molnaragnes