Search First Migration - Using SharePoint 2013 Search for SharePoint 2010
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The document discusses the transition from SharePoint 2010 to SharePoint 2013 search capabilities, emphasizing three migration approaches: consuming the 2013 service from 2010, redirecting to the 2013 search center, and federating with the 2013 search. It highlights the importance of entity extraction, content enrichment, and architectural considerations for scaling the search infrastructure. Additionally, the author outlines the pros and cons of each approach, recommending a shift to SharePoint 2013 for its improved features and user experience.
Search First Migration - Using SharePoint 2013 Search for SharePoint 2010
- 1. Search First Migration: Using SharePoint 2013 Search with SharePoint 2010 (and earlier) Bob German – SharePoint Principal Architect BlueMetal Architects
- 2. About the Speaker Bob German Principal Architect at BlueMetal Architects Developer and architect on the SharePoint platform since it was called “Site Server 3.0” Co-author of SharePoint 2010 Development with Silverlight for Addison-Wesley http://blogs.msdn.com/BobGerman BlueMetal Architects We are experts at building solutions that exactly meet the needs of our customers by apply the right people, processes and platforms. Our focus is on modernizing applications through expertise in Creative, Social, Development and Data. We have offices in Boston, New York, and Chicago. @Bob1German
- 3. A Tale of Two Search Engines ESP for SharePoint • Licensing deal for FAST and SharePoint 2007 • Used FAST’s original SharePoint integration FAST Search for SharePoint • Common crawl and query components • FAST and SharePoint farms tightly integrated SharePoint 2013 Search • One search engine • One farm • Simple, easy, powerful #spfestchi @Bob1German
- 4. SharePoint 2010 Enterprise Search vs. FAST Search for SharePoint #spfestchi @Bob1German
- 5. Comparing the Search Engines 2010 Ent. Search 2010 FAST Search 2013 Search Refiners X X X Deep Refiners X X High degree of relevancy X X Multitenant X X Soundex People Search X X Best Bets (good) X Visual Best Bets (better) X Promoted Results (best) X Entity Extraction X X #spfestchi @Bob1German
- 6. Entity Extraction and Content Enrichment • Built-in Company Name Extraction (add inclusions and exclusions) • Add Custom Entity Extractors • Dictionary Based • Full or Partial word matches • Case sensitive or insensitive • Content Enrichment • Web service is called with each crawled item • Web service can • Extract Entities • Classify and Tag content • Cleanse content Processing & refinement … REDMOND, Wash., and OSLO, Norway — Jan. 8, 2008 Microsoft Corp. (Nasdaq “MSFT”) today announced that it will make an offer to acquire Fast Search & Transfer ASA (OSE: “FAST”), a leading provider of enterprise search solutions, through a cash tender offer for 19.00 Norwegian kroner (NOK) per share. This offer represents a 42 percent premium to the closing share price on Jan. 4, 2008 (the last trading day prior to this announcement), and values the fully diluted equity of FAST at 6.6 billion NOK (or approximately $1.2 billion U.S. ). FAST’s board of directors has unanimously recommended that its shareholders accept the offer. Location Company Company Company Location
- 7. FAST – The Good, The Bad, and The Ugly “Deep” Refiners (refiners take whole result set into account) Entity Extraction Exact hit counts Content previews (with Office Web Applications) Visual Best Bets Complex configuration Single purpose – no multi- tenancy Difficult to manage Can’t be managed by site collection administrator Additional hardware investment The Good The Bad and The Ugly #spfestchi @Bob1German
- 8. FAST for SharePoint 2010 Architecture FAST Query SSA Query Processing FAST Content SSA SharePoint Sites Web Sites File Shares Databases Business Apps Query Matching FAST Search Authorization Search Index Item Processing Indexing FAST Specific Connectors Web Analyzer Administration Logical Architecture Physical Architecture SharePoint Server 2010 (Medium Farm) FAST Search for SharePoint FAST Search for SharePoint (Small Deployment) SharePoint Server 2010 Search Request WFE WFE APP SQL Administration Document Processing SQL Search Administration Database Crawl Database Backup Indexer Content Distributor Indexing Dispatcher Document Processing Web Analyzer Query Server SQLSQL Primary Indexer Content Distributor Indexing Dispatcher Document Processing Web Analyzer Query Server #spfestchi @Bob1German
- 9. SharePoint 2013 Search Architecture Content UX API Content Enrichment Web Service Public API Unit of scale/role boundary Extensibility Points • HTTP • File shares • SharePoint • User profiles • Lotus Notes • Documentum • Exchange folders • Custom - BCS • SharePoint • SP Apps • Devices • Non-SP UX #spfestchi @Bob1German
- 10. Scaling SharePoint 2013 Search • n Partitions • 1 primary replica • ≥ 0 secondary replica • Add Partitions to scale content • Add Replicas to scale queries and add availability • All nodes perform indexing • Journal shipping from primary to replicas Index Index Index Index Index Content Processing Index Index IndexIndexIndex Index Index
- 11. Search First Migration 1. Set up SharePoint 2013 Farm 2. Set up (or migrate) Shared Service In this case, we’ll crawl the SP2010 farm from a new SP2013 SSA 3. Consume the SP2013 service from SharePoint 2010 Notes: Works because Service Application architecture is the same for 2010 and 2013 Users and content stay in SharePoint 2010 – no user impact Business Data Connectivity Managed Metadata PerformancePoint Services Search Secure Store User Profile Search Upgrade Options: 1. Manually re-create 2. DB Attach (Admin DB only) 3. Migration scripts (from FAST 2010 only) see http://bit.ly/Search1Scripts Migrating Shared Services Services that Support Upgrade
- 12. Three Approaches Content Search Engine Search Center Approach 1 SharePoint 2010 SharePoint 2013 SharePoint 2010 Approach 2 SharePoint 2010 SharePoint 2013 SharePoint 2013 Approach 3 Anything SharePoint 2013 SharePoint 2010 Federation #spfestchi @Bob1German
- 13. SharePoint 2010 Content Web App Approach 1: 2010 Search Center consumes 2013 SharePoint 2013 DC SSA SA Proxy Search Center Consume Service User Profile Service #spfestchi @Bob1German
- 14. Approach 1: 2010 Search Center consumes 2013 Recommended by Microsoft as part of “Search First” migration Enable FAST features with minimal disruption Deep Refiners Previews work out of the box 2013 farm hardware requirements similar to FAST farm Invest in hardware once No way to take advantage of new SharePoint 2013 Search UI features Result Types Display Templates Pro Con #spfestchi @Bob1German
- 15. Approach 1: SharePoint 2010 Search Center Consumes 2013 SSA demo
- 16. Approach 1: 2010 Search Center consumes 2013 SharePoint 2010 Server Enterprise Edition (for FAST Search Center) SharePoint 2013 Standard works fine Enterprise adds: Custom Entity Extraction Extensible Content Processing (other features which aren’t visible from SP2010) 1. Set up Search SA on SharePoint 2013 2. Crawl the 2010 farm from the new SSA Configure managed properties and other settings 3. Exchange trust certificates between farms 4. Publish the SharePoint 2013 SSA 5. Grant the SP2010 farm access to the following SP2013 SA’s: Application Discovery and Load Balancing Search 6. Connect the SP2010 to the 2013 SSA 7. Associate the 2013 SSA proxy with the 2010 Web Application Products Shown Setup Steps #spfestchi @Bob1German
- 17. SharePoint 2010 Content Web App Approach 2: Redirect to 2013 Search Center SharePoint 2013 DC SSA Search Center Web App Search Center User Profile Service #spfestchi @Bob1German
- 18. Approach 2: Redirect to 2013 Search Center Enjoy full SP2013 search experience Deep Refiners Result Types Display Templates Query Rules 2013 farm hardware requirements similar to FAST farm Invest in hardware once Extra work required to get Office previews to work Users may find transition to the SP2013 UI to be jarring Pro Con #spfestchi @Bob1German
- 19. Approach 2: Redirect to SP2013 Search Center demo #spfestchi @Bob1German
- 20. Approach 2: Redirect to 2013 Search Center SharePoint 2010 Server (Standard or Enterprise) SharePoint 2013 Standard works fine Enterprise adds: Custom Entity Extraction Extensible Content Processing Advanced actions on Query Rules Video Search 1. Set up Search SA on SharePoint 2013 2. Crawl the 2010 farm from the new SSA Configure managed properties and other settings 3. Set up a search center on SP2013 4. (optional) For Office previews: Set up an OWA 2013 server Modify SP2013 display templates as explained here: http://bit.ly/Search1Previews/ 5. On SP2010, set results page to point to SP2013 search center Products Shown Setup Steps #spfestchi @Bob1German
- 21. SharePoint 2010 Content Web App Approach 3: Federate with 2013 Search SharePoint 2013 DC SSA Search Center SSA User Profile Service External Content #spfestchi @Bob1German
- 22. Approach 3: Federate with 2013 Search Most useful with external content Not disruptive – users see familiar SP2010 UI 2013 farm hardware requirements similar to FAST farm Federation works well over slow WAN connections Results appear side by side, not reflected in refiners, no previews No distinct advantage over Approach 1 for SharePoint content Pro Con #spfestchi @Bob1German
- 23. Approach 3: Federate with SP2013 Search Center demo #spfestchi @Bob1German
- 24. Approach 3: Federate with 2013 Search SharePoint 2010 Server (Standard or Enterprise) SharePoint 2013 Standard works fine Enterprise adds: Custom Entity Extraction Extensible Content Processing (other features which aren’t visible from SP2010) 1. Set up Search SA on SharePoint 2013 2. Crawl the external content from the new SSA Configure managed properties and other settings 3. Set up a search center in SP2013 4. Ensure Kerberos is in place if you want security trimming 5. On SP2010, add a federated location for the SP2013 search center 6. Configure the Federated Results web part on SP2010 Products Shown Setup Steps #spfestchi @Bob1German
- 25. Choosing an Approach Approach 1: 2010 Search Center Consume 2013 Service Approach 2: 2013 Search Center Native 2013 Service Approach 3: 2010 Search Center Federate to 2013 Key Scenario FAST Capabilities with minimal disruption Full 2013 User Experience Specialized content sources Global Deployment Low latency between 2010 and 2013 farms Medium latency between 2010 and 2013 farms High latency / low bandwidth OK between 2010 and 2013 farms Branding Preserve current look and feel Jump into SP2013 look and feel Preserve current look and feel Security Read access to all content Read access to all content Provide secured search service without access to all content #spfestchi @Bob1German
- 26. Summary If you haven’t moved to FAST, there are several good reasons to move directly to SP2013 Search: Easier to set up and maintain First step in migrating to SP2013 Able to phase in new SP2013 user experience Better documentation Brighter future Similar hardware footprint and cost (software licenses will vary depending on your agreement with Microsoft) Choose an approach that best meets your needs http://bit.ly/Search1New http://bit.ly/Search1PromotedResults http://bit.ly/Search1Editions http://bit.ly/Search1Farms http://bit.ly/Search1CrossFarm http://bit.ly/Search1Previews http://bit.ly/Search1Scripts #spfestchi @Bob1German
Editor's Notes
- #2: Timings0:00 – 0:05 – Introduction to Compare (Both)0:05 – 0:20 – FAST Good, Bad, and Ugly and Architecture (Neal)0:20 – 0:25 – Three Approaches (Bob)0:25 – 0:35 – Approach #1 (Bob)0:35 – 0:45 – Approach #2 (Neal)0:45 – 0:55 – Approach #3 (Bob)0:55 – 1:00 – Wrap-up (Both)
- #16: Show:SP2013 Central Admin – Search ServiceSP2013 Central Admin – Permissions on Search ServiceSP2010 Central Admin – Consuming Search ServiceSp2010 Search Center – Demonstrate results
- #20: Show:SP2010 Site – Configure results pageDo a search – go to SP2013 Search Center – Demonstrate results
- #24: Show:SP2013 Search Service – Show file share crawl, file countsSP2010 Central Admin – Search Service, federated locationSP2010 Search Center – Demonstrate results