Details the new changes in search for 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: michal@dynamicowl.com
 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?