About this Course
In this course, students will learn how to develop
enterprise search applications for Microsoft SharePoint 2010.
This course builds on the search-related material in 10175A Microsoft
SharePoint 2010 Application Development. Topics include: processing data
content, configuring Federation, search scopes, managed metadata, linguistics,
federated object model applications, custom search applications, extending
connectors using SharePoint Designer, and custom connectors using Business
Connectivity Services.
Audience Profile
This course is intended for application developers
and advanced system administrators working in the Enterprise Search area to
extend SharePoint Server 2010.
At Course Completion
After completing this course, students will be able
to:
-
Explain the SharePoint search
architecture and identify search components.
-
Crawl and configure SharePoint sites and
file shares.
-
Create and configure a search site with
out of the box search web parts.
-
Create and configure federated locations
and federated web parts.
-
Implement SharePoint search scopes and
managed metadata.
-
Configure and customize SharePoint
linguistic features.
-
Create a search web part using the
Federated Object Model.
-
Create a Query Web Services client to
submit a query and retrieve results.
-
Create an External Content Type using
SharePoint Designer.
-
Create a .NET Assembly Connector using
Visual Studio 2010.
Prerequisites
Before attending this course, students must have:
-
At least two years of experience as a
developer for Microsoft Office SharePoint Server 2007 and/or SharePoint Server
2010.
-
Understanding of Microsoft Windows Server
2008 and supporting technologies, such as Internet Information Services.
-
Experience deploying and configuring
Windows Server 2008 and Microsoft SQL Server Technologies.
-
Familiarity with creating projects in
Microsoft Visual Studio 2010.
-
Familiarity with Microsoft .NET
programming in Visual Studio 2010.
-
Familiarity with Microsoft Windows
PowerShell 2.0.
Course Outline
Module 1: Processing Data Sources
This module describes the logical and physical
components of the crawl architecture and the query architecture for the search
system in Microsoft SharePoint Server 2010. The new components enable more
redundancy within the server farm and each of the crawl components and query
components can be scaled out separately based on the needs of the organization.
Microsoft has chosen PowerShell as the scripting
language for its’ Enterprise software. The SharePoint Management Shell in
SharePoint Server 2010 provides an extensive set of Windows PowerShell cmdlets
that make development, deployment, and administration of SharePoint 2010 easier
and more efficient.
Understanding how to crawl content is important
because, before end-users can use the enterprise search functionality in
Microsoft SharePoint Server 2010, you will crawl or federate the content that
you want to make available for users to search.
Lessons
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Lesson 1: Search Architecture
-
Lesson 2: SharePoint Management Shell
-
Lesson 3: Crawling Content
Lab : Crawling Content
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Exercise 1: Test Drive Windows PowerShell
-
Exercise 2: Crawl SharePoint Sites and
File Shares
After completing this module, you will be able to
-
Identify search components and explain
the SharePoint Search architecture.
-
Effectively work with the SharePoint 2010
PowerShell Management shell.
-
Configure and crawl content sources.
Module 2: Configuring Search Sites
This module describes the enhanced Keyword Syntax of
Microsoft SharePoint Server 2010 for search. This enhanced syntax now supports
both Wildcards and Boolean Operators, all of which help a user find what they
are looking for in a more direct and efficient manner.
In the second lesson of this module, you are
introduced to the components that make up a search site. Understanding how to
configure and modify this site is important for you, the SharePoint
administrator, since your users will use this site to search across crawled and
federated data.
The final lesion of this module continues and
in-depth look at the specialized web parts for a search site, in particular the
“Search Core”, “Search Statistics”, “Web Analytics”, and “Best Bets” web parts.
Additionally a close look at “Filter Categories” used to filter the contents of
a web part. All of these pieces and processes are designed to enhance the search
site user's experience.
Lessons
-
Lesson 1: Keyword Syntax
-
Lesson 2: Introducing the Search Site
-
Lesson 3: Search Web Parts
Lab : Configuring a Basic Search Site
After completing this module, you should be able to:
-
Construct queries using the SharePoint
2010 Keyword Syntax.
-
Layout a search site and work with the
search web parts.
-
Customize search web parts.
Module 3: Configuring Federation
This module describes how to use and configure
Federated search. With Federated search you can display search results for
content that is not crawled by your search server. The query can be performed
over the local content index, or it can be forwarded to an external content
repository where it is processed by that repository's search engine. The
repository's search engine then returns the results to the search server. The
search server formats and renders the results from the external repository
within the same search results page as the results from the search server's own
content index. The use of Federation allows the search administrator to
introduce content from selected sites to enhance the user experience.
Lessons
-
Lesson 1: Federated Search Basics
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Lesson 2: Creating New Federated
Locations
-
Lesson 3: Adding Metadata to a Federated
Location
-
Lesson 4: Security Options
Lab : Configuring Federated Web Parts
After completing this module, you will be able to:
-
Understand how Federated Search works in
Microsoft SharePoint Server 2010, and how to enable it on your site.
-
Create a Federated source using RSS/Atom
feeds and how to modify the Results template to display this new source.
-
Create additional meta-data to the
Federated results display.
-
Configure federated search security and
site restrictions as well as the configuration of federated search
authentication.
Module 4: Scopes and Managed Metadata
This module will cover two common search site
extensions Microsoft SharePoint Server 2010 Search Scopes and Managed Metadata.
A search scope defines a subset of information in the
search index. Users can select a search scope to restrict search results to the
subset of information. Typically, search scopes encompass specific topics or
content sources that are important and common to users in the organization. For
example, you can create a search scope for all items related to a specific
project or for all items related to a specific group in the organization, such
as finance or marketing. You can also create a search scope that encompasses
several other scopes.
Managed metadata is a hierarchical collection of
centrally managed terms that you can define, and then use as attributes for
items in Microsoft SharePoint Server 2010 (for example, Search Scopes).
Lessons
-
Lesson 1: SharePoint Search Scopes
-
Lesson 2: Managed Metadata
Lab : Scopes and Managed Metadata
-
Exercise 1: SharePoint Scopes
-
Exercise 2: Managed Metadata
After completing this module, you will be able to:
-
Implement and configure SharePoint search
scopes.
-
Implement and configure Managed Metadata
using the Taxonomy API.
Module 5: SharePoint Linguistics
The linguistics features of Microsoft SharePoint
Server 2010 can greatly improve the effectiveness of your search application, by
increasing the recall of documents matching the query, the precision of the
documents returned by the query and the relevancy of the documents returned by
the query. This module examines how to configure the various linguistics
features that are available in SharePoint Server 2010.
Lessons
-
Lesson 1: Noise Words, Thesaurus, and
Custom Dictionaries
-
Lesson 2: Query Suggestions, Nicknames,
and Stemming
Lab : SharePoint Linguistics
-
Exercise 1: Work with content in multiple
languages
-
Exercise 2: Noise Words
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Exercise 3: Configure a Thesaurus
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Exercise 4: Custom Dictionary
-
Exercise 5: Add a query suggestion
After completing this module, you should be able to:
-
Describe and configure noise words,
thesaurus, and a custom word breaker dictionary.
-
Describe and configure query suggestions,
nicknames, and stemming.
Module 6: Federated Object Model
This module examines the Federated and Query Object
Models. All web parts are now built on the Federated Object Model.
A federated search is the simultaneous querying of
multiple online databases (locations) for the purpose of generating a single
search results page for end users.
When you add a federated location to Microsoft
SharePoint Server 2010, end users can search for and retrieve content that has
not been crawled by your server. Federated locations allow queries to be sent to
remote search engines and feeds, after which SharePoint Server 2010 formats and
renders the results to your end users as part of your crawled content.
In the lab you will create a search web part
associated with a Federated Location.
Lessons
-
Lesson 1: Overview
-
Lesson 2: Scenario Walk Through
Lab : Federated Search
-
Exercise 1: Federated Object Model
After completing this module, you will be
able to:
-
Explain the difference between the
Federated Object Model and the Query Object Model and identify things to
consider when using the Federated Object Model.
-
Create a web part that uses the Federated
Object Model and that mixes results from different locations.
Module 7: Creating Custom Search Applications
The Query Web service exposes the SharePoint
Enterprise Search capabilities in Microsoft SharePoint Server 2010 to client
applications. This enables you to access search results from client and Web
applications outside of the context of a SharePoint site. The topics in this
module can help you get started using the Query Web service.
Lessons
-
Lesson 1: Query Setup
-
Lesson 2: Query Submission
Lab : Create a Search Client
After completing this module, you will be able to:
-
Explain how the Query Web Service works
and create a Query Web Services client with a seach.asmx service reference.
-
Select and implement a security model for
your Query Web Services client, including how to:
-
Structure a query packet.
-
Implement the Query XML schema
-
Submit a search using
QueryService.QueryEx.
-
Identify and process different types of
query results.
Module 8: Extending Connectors
In some scenarios, you may need to customize the
standard connectors provided with Microsoft SharePoint Server 2010 to handle
more complex data types and crawling behavior.
This module introduces several key features to accomplish these tasks.
Lessons
-
Lesson 1: Creating External Content Types
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Lesson 2: Configuring Associations
-
Lesson 3: Configuring Incremental Crawls
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Lesson 4: Exporting and Importing
Lab : Creating an External Content Type
After completing this module, you should be able to:
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Create External Content Types with
customized data members and operations.
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Configure Associations between ECTs.
-
Set up incremental crawls to improve
crawl performance.
-
Export and import ECTs to handle manual
edits to the data model.
Module 9: Creating Custom Connectors
When the level of desired customization of connectors
exceeds what can be accomplished with external content types and Microsoft
SharePoint Designer 2010, it is time to consider creating through code an
entirely new connector. This module
introduces several key tools to accomplish this task.
Lessons
-
Lesson 1: Key Concepts
-
Lesson 2: Creating a .NET Assembly
Connector
Lab : .NET Connectors
After completing this module, you will be able to:
-
Describe connector authoring methods
available within Business Connectivity Services.
-
Create, deploy, and test a Microsoft .NET
Assembly Connector.
