OFF311 - Programming and Customizing Search in Microsoft Office SharePoint Server (MOSS) 2007

Patrick Tisseghem Managing Partner U2U

Session Prerequisites
Power User and/or Administration Skills MOSS 2007 Search Features .NET Development XML and XSLT Basic Skills

Session Objectives and Agenda

MOSS 2007 Search and Indexing Architecture Search Administration Object Model Customizing the Search Center Programmatically Executing and Processing Search Queries Building and Deploying Custom Security Trimmers

Index and Search Architecture

Search Object Model + Web Services + Custom Security Trimmers SSP
Index File

Search Engine

Search Center Small Search Box

Protocol Handlers & IFilters

Web Sites

SharePoint Sites
Network Shares User Profiles Business Data Lotus Notes

Search DB

Property Store

Index Engine

...

Search Administration Object Model

Search Administration Tasks

Creating content sources Defining crawl rules Managing crawl schedules Creating search scopes Managing display groups to make search scopes available in the scope pickers Creating managed properties and making these available in the advanced search pages Managing best bets and keywords

Search Administration OM
Content
Schema Scopes ServerContext SearchContext

Keyword
Ranking Propagation LogViewer

Microsoft.Office.Server.Search.dll

Microsoft.Office.Server.dll

Server and Search Context

Use ServerContext class to connect to the context of the Shared Services Provider
ServerContext srvctx = ServerContext.GetContext(SSPName);

Use SearchContext class to connect to the context of the Search Service

SearchContext searchctx = SearchContext.GetContext(srvctx);

And then the Fun Starts... Build Apps for Admins...

Create content source to crawl business data Start the crawl Display the log entries Create shared search scope Make the scope available in display group in site collection Create managed properties Make managed properties available in advanced search page

Demo
Programming with the Search Administration Object Model

MOSS Search Center

Replace the search box with better user experience Search Center with Tabs
Requires Office SharePoint Server Publishing Infrastructure Customizable by administrators and developers

Search Center Lite

Does not require the publishing infrastructure Use it to provide rich search experience in collection of WSS sites Also customizable but not as much as the one with tabs

Search Center Page Layouts

OOB page layouts
Searchmain.aspx Searchresults.aspx Peoplesearchresults.aspx Advancedsearchlayout.aspx

Create and provision custom page layouts Add custom page layouts to list of available page layouts for the Search Center

Demo
Custom Search Center Page Layouts

Search Web Parts

Microsoft.Office.Server.Search.WebControls in Microsoft.Office.Server.Search.dll Web Parts are sealed => you cannot inherit from them Expose many properties
Toolpane Programmatic Access

Connected with each other not with SharePoint Web Part connection infrastructure but with Query ID property

Web Parts on Search Pages

SearchBoxEx
Scope picker Additional query terms to append Url for search results page Url for advanced search page

PeopleSearchBoxEx (Microsoft.SharePoint.Portal.dll)
Scope picker Properties to include in search Additional query terms to append Url for people search results page

Web Parts on Results Pages

CoreResultsWebPart
Paging settings Duplicate results, search stemming and noise words queries Fixed queries and Scope Selected Columns and Action links XSLT

PeopleCoreResultsWebPart
Inherits from CoreResultsWebPart

CoreResultsWebPart class is also used for Search Action Links (with different XSLT and property settings)

Web Parts on Results Pages (continued)

SearchStatsWebPart
Number of pages, total results and execution time Query ID connects it to the core results Web Part

SearchPagingWebPart
Labels, settings and possibly images for paging Query ID connects it to the core results Web Part

SearchSummaryWebPart
Summary info mode Query ID connects it to the core results Web Part

HighConfidenceWebPart
Display keywords and best bets Query ID connects it to the core results Web Part

Web Parts on Advanced Search Page

AdvancedSearchBox
Different search boxes Language picker Scope picker ResultType picker Property picker

Demo
Customizing and Programming with the Search Web Parts

XSLT
Rendering of search results is driven by XSLT XSL and XSLLink property Base class is DataFormWebPart

Demo
Custom XSLT for the Search Core Results Web Part

Custom Tabs
Tabs are stored as items in lists
List for search pages List for search results pages

Connect tab to default or custom search page

Demo
Custom Tabs for the Search Center

Search Query Object Model

Client Application
Query Keyword syntax SQL Syntax Results UI Browser or Client

Query Object Model & Web Service

Relevance Query Engine ResultTableIDataReader Definitions Best Bets High Confidence

Query Engine

Query Syntax
Keyword syntax
New for building keyword queries Use it for simple queries

SQL syntax
Supports full-text searching Extension of the SQL query syntax Use it for complex queries

The Query Object Model

Query FullTextSqlQuery KeywordQuery

Microsoft.Office.Server.Search.dll Microsoft.Office.Server.Search.Query namespace

Demo
Custom Search Box Web Part

The Search Web Service

Search.asmx
Support for both syntaxes Query Web Method QueryEx Web Method Additional methods to retrieve scopes and managed properties

Search Web Service = Research Web Service IE7 Search Provider

Demo
Remote searching

Custom Trimmers
Do something (typically trimming) before the results are shown to the user
Security trimming of search results Trim based on business/context information

ISecurityTrimmer Interface
Registration via stsadm and the RegisterSecurityTrimmer option

Demo
Building and Deploying Custom Security Trimmer

Resources
MS Press Books
Inside MOSS 2007 (Patrick Tisseghem) Inside Indexing and Search Engine: MOSS 2007 (Patrick Tisseghem and Lars Fastrup)
learn support connect subscribe
MSDN Library

MSDN Enterprise Search Developer Center

http://msdn2.microsoft.com/enus/office/bb335345.aspx

Knowledge Base Forums

MSDN Magazine

User Groups

Newsgroups
E-learning Product Evaluations Videos Webcasts V-labs

MSDN Visual How-Tos on Search

Blogs MVPs
Certification Chats

Visit MSDN in the ATE Pavilion and get a FREE 180-day trial of MS Visual Studio Team System!

Resources
Technical Communities, Webcasts, Blogs, Chats & User Groups http://www.microsoft.com/communities/default.mspx Microsoft Learning and Certification http://www.microsoft.com/learning/default.mspx
learn support

connect subscribe
MSDN Library

Microsoft Developer Network (MSDN) & TechNet http://microsoft.com/msdn http://microsoft.com/technet

Trial Software and Virtual Labs http://www.microsoft.com/technet/downloads/trials/defa ult.mspx New, as a pilot for 2007, the Breakout sessions will be available post event, in the TechEd Video Library, via the My Event page of the website

Knowledge Base Forums

MSDN Magazine

User Groups

Newsgroups
E-learning Product Evaluations Videos Webcasts V-labs

Blogs MVPs
Certification Chats

Visit MSDN in the ATE Pavilion and get a FREE 180-day trial of MS Visual Studio Team System!

Complete your evaluation on the My Event pages of the website at the CommNet or the Feedback Terminals to win!
All attendees who submit a session feedback form within 12 hours after the session ends will have the chance to win the very latest HTC 'Touch' smartphone complete with Windows Mobile 6 Professional

 2007 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.