Tuesday, July 1, 2014

Configuring Enterprise Search in SharePoint 2010 - Part 1

We all have to agree that search plays an integral part of any successful SharePoint deployment and is an area that Microsoft continues to invest in with each new release of SharePoint. Microsoft went as far as acquiring FAST 2 years ago which it now offers as a separate add-on to SharePoint for those willing to invest in high end enterprise search.  In addition to FAST, SharePoint 2010 search comes in a number of flavors each offering their own feature set and capabilities which I have duplicated at the end of this article as an Appendix for convenience.
Today we will introduce SharePoint Server 2010 Search and eventually work our way up to Microsoft’s latest and greatest FAST Search Server in a near future article.  Before we deep dive into the step by step guide I will begin by listing some of the new features that you will come to expect from SharePoint Server 2010 Search.   These are as follows;
  • Boolean query syntax has finally been introduced.  These include AND, OR and NOT operators in your search queries.
  • Suggestions whilst typing and after running search queries, a feature that we have come to love with major search engines such as Google and Bing.
  • Integrating SharePoint enterprise search with Windows 7, allowing end users to utilise the Windows 7 search box to locate SharePoint 2010 content.
  • Results display has been refined to provide filters for search results such as document type, categories and managed properties.
  • View in Browser capabilities, allows end users to view documents within their own browser utilising Office Web Apps and not having to rely on launching the necessary Microsoft OfficeApplication, or even the need of having it installed on their local machine.  This is handy when browsing your SharePoint site via Kiosks and Internet Cafes that may not be running the Microsoft Office Suite.
  • Last but not least, there have been a number of improvements to People Search, including phonetic name and nickname matching, and improved relevance and self search.
Now that we have a taste for what’s to come, let’s begin our configuration.
SharePoint Server Search is a service application which we have come to learn about over the past few articles that it is independent of other services and is no longer tied to the Shared Services Provider (SSP) that was introduced in SharePoint 2007.
SharePoint 2010 search architecture is made up of the Crawler, Indexing Engine, Query Engine and the User Interface and Query Object Model.  We now have greater flexibility and expandability with our search design in 2010 and can setup not only multiple Query Servers but can now scale out our Index server and add multiple instances.
Below is a logical overview of the components that will make up our SharePoint 2010 search configuration.
image thumb20 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint
Configuring the Service Application
As always we begin our journey in Central Administration / Application Management / Manage Service Applications.
Click New / Search Service Application.
Name: Enter a name for your Service Application.
FAST Service Application: Select “None” (we will leave the configuration of FAST for a future article)
image thumb21 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint
Search Service Account: Click on Register new managed account and ensure your domain account has already been provisioned in Active Directory.  I have created a separate search account; e.g. DOMAIN\sp_search
image thumb22 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint
Application Pool for Search Admin Web Service: Create a new application pool for your search admin web service application.

image thumb23 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint
Application Pool for Search Query and Site Settings Web Service: Create a new application pool for your search query web service application.
image thumb24 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint
Click Create
The search service application will begin its configuration process.
image thumb25 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint
You will eventually be presented with confirmation that the search service application was created successfully.
If we now navigate back to Application Management / Manage Service Applications, you will notice that 2 additional services have been added to our list.  These are;
  1. Search Service Application (Typical Search Administration page which is similar to that in SharePoint 2007. From here we can create content crawl rules, reset indexes, setup content sources etc).
  2. WSS_UsageApplication (This is a new service in SharePoint 2010 that specifically handles our Usage and Health Data Collection Service Application.  This service application handles web analytics such as usage, search query usage, rating usage etc  More on this in a future article).
Let’s now launch the Search Administration page by clicking on our Search Service Application.
image thumb26 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

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