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Microsoft Search Server 2008 - Whats new - TechNet Blogs

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Viral Tarpara<br />

<strong>Microsoft</strong><br />

www.HaveYouSeenMyStapler.net


You understand and can articulate the<br />

feature set of <strong>Microsoft</strong> Office SharePoint<br />

<strong>Server</strong> 2007 for <strong>Search</strong> (MOSSfS)<br />

You want to use this deck to highlight only<br />

the <strong>new</strong> features and functionality in<br />

<strong>Microsoft</strong> <strong>Search</strong> <strong>Server</strong> <strong>2008</strong> that are not<br />

available in MOSSfS


Updated and rebranded version of<br />

SharePoint <strong>Server</strong> 2007 for <strong>Search</strong><br />

Key investment areas and <strong>new</strong> features<br />

Simplified Installation Experience<br />

Enhanced Administration Interface<br />

New Federation Capabilities<br />

Performance and Stability Enhancements<br />

No Preset Document Limits<br />

Available in 2 versions<br />

<strong>Microsoft</strong> <strong>Search</strong> <strong>Server</strong> <strong>2008</strong> (MSS)<br />

<strong>Microsoft</strong> <strong>Search</strong> <strong>Server</strong> <strong>2008</strong> Express (MSSX)


<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> can be installed in a<br />

distributed topology to provide greater scale<br />

and redundancy<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> Express can only be<br />

installed in single server mode<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> is licensed per server<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> Express is FREE<br />

There are no other feature differences


No charge update for MOSS customers<br />

Applies to Standard and Enterprise CALs<br />

Delivered by a post MOSS SP1 update patch<br />

targeting H1 CY08<br />

Via <strong>Microsoft</strong> Update and the Download Center<br />

MSS features will also be included in SP2<br />

No change to search features in WSS 3.0<br />

Timeline will be<br />

1. MOSS and WSS SP1<br />

2. MSS RTM<br />

3. MSS Update Patch for MOSS


Recommended Hardware<br />

Dual 3GHz processors<br />

4GB RAM<br />

At least 3GB free HDD space<br />

Software Requirements<br />

W2K3 SP1 or greater or W2K8<br />

.NET Framework 3.0 with ASP.NET 2.0 enabled<br />

Windows <strong>Server</strong> Application Role configured


Easy to follow installation “Splash screen”<br />

<strong>Server</strong> Preparation Tool which installs<br />

Windows <strong>Server</strong> 2003 SP1 if required<br />

.NET Framework 3.0 if required<br />

IIS and configured the Application <strong>Server</strong> Role<br />

if required<br />

Choice of 2 installation options<br />

Basic Install<br />

Advanced Install


Quickest and easiest option<br />

Takes ~20 minutes and less than 10 clicks<br />

Automatically Installs SQL Express<br />

Automatically provisions and configures<br />

Service Accounts<br />

Database settings<br />

<strong>Search</strong> Center Site<br />

Shared Service Provider Site and settings<br />

All other settings…<br />

<strong>Search</strong> <strong>Server</strong> is operational and can be<br />

serving results within ~35 minutes of<br />

beginning setup


Enables advanced options to be configured<br />

Takes ~30 minutes<br />

Does not install SQL Express<br />

Allows the administrator to<br />

Specify SQL <strong>Server</strong> Configuration Options<br />

Create and configure Farm server roles (MSS only)<br />

Specify Service accounts<br />

Change the default Index file location<br />

Set Other <strong>Search</strong> Service configuration options…<br />

Automatically provisions search server site and<br />

starts services<br />

<strong>Search</strong> <strong>Server</strong> is operational and can be serving<br />

results within ~45 minutes of beginning setup


Supported<br />

From<br />

Windows SharePoint Services v3.0<br />

with Full SQL <strong>Server</strong><br />

Windows SharePoint Services v3.0<br />

with MSDE<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> Express with<br />

Full SQL <strong>Server</strong><br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> Express with<br />

SQL Express<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> with Full SQL<br />

<strong>Server</strong><br />

To<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express with Full SQL<br />

<strong>Server</strong><br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express with SQL<br />

Express<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> with Full SQL<br />

<strong>Server</strong><br />

SharePoint <strong>Server</strong> 2007 with Full<br />

SQL <strong>Server</strong><br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> with SQL<br />

Express<br />

SharePoint <strong>Server</strong> 2007 with Full<br />

SQL <strong>Server</strong><br />

<strong>Microsoft</strong> Confidential


<strong>Microsoft</strong> Confidential<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> is built on WSS 3.0<br />

An in-place upgrade will<br />

Upgrade WSS 3.0 to <strong>Search</strong> <strong>Server</strong><br />

Enable existing WSS 3.0 site search to be flipped<br />

on a per site basis to use <strong>Search</strong> <strong>Server</strong> search<br />

Allow you to continue to use WSS 3.0 as before<br />

Enable cross-site search in WSS 3.0<br />

A clean install of <strong>Search</strong> <strong>Server</strong> will<br />

Install WSS 3.0<br />

Allow you to use all the features of WSS 3.0<br />

Automatically enable cross-site search in WSS<br />

3.0


Unsupported<br />

From<br />

SharePoint <strong>Server</strong> 2007 for <strong>Search</strong><br />

Enterprise or Standard Edition<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express BETA or RC<br />

SharePoint <strong>Server</strong> 2007 or any<br />

previous versions of SharePoint<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express with SQL<br />

Express<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express with SQL<br />

Express<br />

To<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express RTM<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express<br />

SharePoint <strong>Server</strong> 2007<br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> or <strong>Search</strong><br />

<strong>Server</strong> <strong>2008</strong> Express with Full SQL<br />

<strong>Server</strong><br />

<strong>Microsoft</strong> Confidential


Landing page displayed after install<br />

Designed to walk administrators through<br />

the initial basic tasks to get up and running<br />

quickly<br />

Provides links to<br />

The search administration page<br />

Help on how to configure a content source<br />

Run a query<br />

A “friendly introduction” to the product


Consolidated UI to place key administrative<br />

tools and information one click away<br />

Aggregates search settings from<br />

<strong>Search</strong> Center Site<br />

Shared Service Provider<br />

Central Administration<br />

Provides a unified view of server status<br />

Active crawl status<br />

Status of recently completed crawls<br />

<strong>Search</strong> <strong>Server</strong> system status<br />

Includes links to improved “task orientated”<br />

documentation


Much improved reporting on content<br />

source current and historical crawl activity<br />

including<br />

Last and current crawl duration<br />

Last crawl completed<br />

Last crawl start and end times<br />

7 and 30 day averages of<br />

• # of Successes<br />

• # of Errors<br />

• Incremental crawl duration<br />

• Full crawl duration


Enables the display of results from other search<br />

engines or applications to be displayed alongside<br />

local results<br />

<strong>Search</strong> <strong>Server</strong> will<br />

Send a query to other search engines or applications<br />

Format and render the results<br />

Work out of the box or with minimal effort with many<br />

existing search engines and applications<br />

<strong>Search</strong> <strong>Server</strong> will not<br />

Aggregate multiple result sets into a single result set<br />

Relevance rank results from other search engines or<br />

applications


Each search engine or application must be<br />

configured as a Federated <strong>Search</strong> Location<br />

Each Federated <strong>Search</strong> Location<br />

Defines how and when queries will be<br />

federated to the location<br />

Controls the formatting of results<br />

Defines authentication settings<br />

Can be connected to one or more Federation<br />

Web Parts to render results<br />

Is easily imported and exported as a<br />

Federated Location Definition file (.FLD)


Open<strong>Search</strong> 1.0/1.1<br />

Query is sent in a parameterized URL<br />

• http://search.live.com/results.aspx?q={searchTerms}<br />

{searchTerms} is replaced with query terms<br />

Results must be returned as XML<br />

Local <strong>Search</strong> Index<br />

Query is sent through the search object model<br />

• {searchTerms} scope:customers<br />

{searchTerms} is replaced with query terms<br />

Results are returned as XML


Standard created by Amazon A9 for search<br />

syndication and aggregation<br />

An exported Federated Location Definition<br />

file is >= an Open<strong>Search</strong> Description<br />

Document<br />

<strong>Search</strong> <strong>Server</strong> extends the Open<strong>Search</strong><br />

schema to include properties such as;<br />

Triggers<br />

XSL<br />

Location Type<br />

More Results Link…<br />

See www.opensearch.org for more info


Control when to send query terms to a<br />

location based on the terms submitted<br />

Always - Will always send all the query terms<br />

to the location<br />

Prefix - If the prefix matches will only send<br />

the query terms after the prefix to the location<br />

Pattern - Will send some or all of the query<br />

terms based on the regular expression match.<br />

A pattern trigger can be used to build complex<br />

triggers including “OR” statements


Federated Results Web Part<br />

Connected to a single Federated Location<br />

Displays the top X results returned from the<br />

location<br />

Top Federated Results Web Part<br />

Connected to multiple Federated locations<br />

Displays the top X results from the first location to<br />

return a result in the order of the configured<br />

locations<br />

Neither Web Part will render if the location is<br />

triggered but it returns zero results


Built in XSL for<br />

Open<strong>Search</strong> Locations that return results as<br />

RSS, RDF, ATOM & ATOM2<br />

Local <strong>Search</strong> <strong>Server</strong> Index results<br />

Built in XSL can be customized or replaced<br />

Configured in the Location Definition and can<br />

be overridden on individual Web Parts<br />

Separate XSL definition for both of the<br />

Federated Results Web Parts<br />

“More Results” Link Template available for<br />

click through to HTML results


Three modes of authenticating to a location<br />

Anonymous – No credentials required<br />

Common – Shared credentials<br />

User – Per user credentials<br />

Per user credentials requires custom work<br />

Code to capture credentials in the UI<br />

Code to store credentials if required<br />

Code to retrieve stored credentials if required<br />

Sample code will be available on MSDN by RTM<br />

Exception is Kerberos which does work OOB<br />

Per user credentials are sent to the location in<br />

the correct format automatically


Authentication Type Common Identity Per User<br />

Kerberos N/A <br />

Basic Authentication <br />

NTLM (App pool) N/A<br />

NTLM <br />

Form Based <br />

Cookie Based


How to connect <strong>Search</strong> <strong>Server</strong> to Live <strong>Search</strong><br />

Query Template<br />

http://search.live.com/results.aspx?q={searchTerms}&f<br />

ormat=rss<br />

“More Results” Link Template<br />

http://search.live.com/results.aspx?q={searchTerms}<br />

Works without any extra effort because live.com can<br />

Process a query in a URL<br />

Return results formatted as XML (RSS)<br />

Be accessed anonymously<br />

There are many other search engines and<br />

applications that provide the same connectivity


Connect to a remote MOSS or MSS index<br />

Create a <strong>new</strong> Open<strong>Search</strong> location<br />

Query Template<br />

http://mss<strong>2008</strong>/_layouts/srchrss.aspx?k={searchT<br />

erms}<br />

“More Results” Link Template<br />

http://mss<strong>2008</strong>/results.aspx?k={searchTerms}<br />

Uses the search RSS feed from remote<br />

MOSS or MSS search servers<br />

MOSS and MSS are Open<strong>Search</strong> compliant


Develop or purchase if the location does not<br />

support one or both of the following<br />

Process a query in a URL parameter<br />

Return results as XML<br />

Federated <strong>Search</strong> Connectors do one or both<br />

of the following<br />

Accept a query as a URL parameter and convert<br />

it to a format compatible with the location<br />

Convert and render results in XML<br />

Developed as a web page (aspx)<br />

Packaged and deployed as a Solution<br />

Deployment Package


Connect <strong>Search</strong> <strong>Server</strong> to the full text search<br />

engine in SQL <strong>Server</strong><br />

Cannot send a query to SQL in a URL<br />

Build an ASPX page that<br />

Provides a URL for the Query Template<br />

Extracts the {searchTerms}<br />

Contains code to run the query against SQL<br />

Formats and renders the results as XML (RSS)<br />

If required include code to leverage either<br />

corporate or per user authentication<br />

Packaged up and installed as a Solution<br />

Deployment Package<br />

Sample code on MSDN for SQL < 50 lines of code


Federated Location Definition Gallery<br />

Linked from within the admin UI<br />

Selection of FLD’s to download and import<br />

from <strong>Microsoft</strong> and Community submissions<br />

Quick, easy and free<br />

Federated <strong>Search</strong> Connector Gallery<br />

Partner built Federated <strong>Search</strong> Connectors<br />

Primarily for LOB applications and services<br />

Available for purchase


Query<br />

Results<br />

Security<br />

OneBox<br />

<strong>Search</strong><br />

<strong>Server</strong><br />

<br />

<br />

<br />

Partner<br />

solutions<br />

<br />

Can federate to<br />

SharePoint<br />

<br />

Notes<br />

Both use a URL to pass a query to a<br />

remote source<br />

Both customizable but <strong>Search</strong> <strong>Server</strong><br />

delivers more than just Instant Answers<br />

and can out of the box federate to any<br />

XML (RSS&ATOM) source<br />

OneBox supports per user NTLM, FBA<br />

and Basic Auth out of the box, we require<br />

extra work<br />

OneBox has established federation<br />

partners, we are ramping up for launch<br />

Targeted best bets, people and other<br />

tabs more discoverable, BDC best bets,<br />

geographically distributed indexes…


No preset document limit in MSS or MSSX<br />

The # of documents available in the index is<br />

determined by the version of SQL used<br />

Up to 400K documents with SQL Express<br />

• Limited by the 4GB database limit in SQL Express<br />

Up to 50M docs with SQL <strong>Server</strong> 2005<br />

• Using appropriately scaled hardware<br />

Can use either version of SQL with either<br />

version of <strong>Search</strong> <strong>Server</strong><br />

<strong>Search</strong> <strong>Server</strong> <strong>2008</strong> is recommended for<br />

deployments with >1M documents


Query Performance Improvements<br />

Index format change for large scale deployments<br />

(10’s of millions of docs)<br />

Separate index file for “expensive” query terms<br />

New compression algorithm for reading/writing<br />

index files<br />

Optimized SQL and Indexer round trips<br />

Crawl Performance Improvements<br />

More efficient use of SQL Stored Procedures<br />

Reliability improvements<br />

Fixes for Master merge issues, Index corruptions<br />

and Service crashes


<strong>Microsoft</strong> Confidential<br />

New support for crawling web sites<br />

protected by Forms or Cookie based<br />

authentication<br />

Credentials entered through a web UI that<br />

displays the login page<br />

Content is indexed under one account<br />

Need to write a query time security trimmer to<br />

trim results if required


microsoft.com / enterprisesearch

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