Course 55037-A: SharePoint 2013 Search Inside Out

Microsoft

Course 55037-A: SharePoint 2013 Search Inside Out

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This 5-day Instructor-Led course will instruct on how to create simple and advanced search topologies. How to configure the various search features like Content Sources, Result Sources, Query Suggestions and custom dictionaries. You will also learn to customize every aspect of the Search Center. Other topics include extending search with Business Connectivity Services, and reviewing best practices when maintaining and troubleshooting a search architecture.

Audience Profile

Anyone tasked with the architecture design, setup, configuration and administration of SharePoint 2013 Search.

Prerequisites

Course outline

Module 1: Overview

Module Overview

A simple introduction module.

Lessons

Module Overview

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand your course, classroom, classmates, facility and instructor.

Module 2: Creating, Configuring and Upgrading Search Service Applications

Module Overview

In this module you will be introduced to SharePoint 2013 Search including its rich history and at a high level, the new and exciting features. You will also learn about the various roles that can be played in a Search Farm and how to configure various topologies. This is followed with a review of how to create and configure Search Service Applications and how to setup a farm using cross-farm services. If appropriate, you will also review the process to upgrade older 2010 Search applications to SharePoint 2013.

Lessons

SharePoint Search
Exploring Search Architecture and Topologies
Creating and Configuring Search Services Applications
Configuring Cross-Farm Services
Upgrading Search Service Applications

Lab Sessions

Creating Search Service Applications (Central Admin)
Creating Search Service Applications (PowerShell)
Configuring for Cross-farm services
Configuring for Multi-Tenancy
Upgrading Search Service Applications

Lab Lessons

Create a simple Search Service Application using Central Administration
Create a simple Search Service Application using Windows PowerShell
Configure a complex Search Topology
Assign Search Roles
Create new Farm
Export and Import Farm Certificates
Setup Farm Trusts
Configuring Cross Farm services
Configuring Search for Multi-Tenancy
Using the Partition switch
Upgrade a SharePoint 2010 Search Service Application

After completing this module, students will be able to:

Describe new Search features.
Describe Search roles (Admin, Crawl, Index, Content Processing, Query).
Create and Configure Search Applications using Central Administration and Windows PowerShell.
Configure Cross-Farm Services.
Upgrade older Search Service Applications to SharePoint 2013 Search.

Module 3: Configuring Search

Module Overview

In this module you will learn to configure your newly created Search Service Application. This includes creating and configuring content sources, configuring and executing crawls, defining search schemas and reviewing important topics of crawl and search security.

Lessons

Content Sources
Crawling
Search Schemas
Customizing Search Results

Lab Sessions

Configuring Search (Central Admin)
Configuring Search (PowerShell)
Crawling Special Sources
Configuring Crawl and Managed Properties
Working with Search Schemas

Lab Lessons

Creating Content Sources
Configuring Crawl Rules
Crawling Content Sources (Full, Incremental)
Crawling Content Sources (Continuous)
Executing Crawls
Configuring File Types
Performing Index Resets
Creating Content Sources
Crawling Content Sources (Full, Incremental)
Crawling Content Sources (Continuous)
Executing Crawls
Configuring File Types
Performing Index Resets
Forms Authentication
Certificate Authentication
Managing Crawl Properties
Managing Managed Properties
Managed Search Schemas (Farm and Site)

After completing this module, students will be able to:

Create and Configure Content Sources.
Configure Crawl Rules.
Utilize Windows PowerShell Cmdlets for configuration tasks.
Setup content sources with specialize authentication.
Manage crawl properties.
Create and configure Managed Properties.
Modify Search Schemas.

Module 4: Customizing Search Center

Module Overview

In this module you will learn how to navigate the basic Search Center provided by SharePoint 2013. You will then explore various ways to customize the Search Center using Search Pages, Web Parts and Result Types.

Lessons

Search Center Introduction
Customizing Search Center

Lab Sessions

Customizing Search Center
Creating Refiners
Content Query Web Part

Lab Lessons

Creating Search Pages
Create Result Pages
Modifying Search Navigation
Create Result Source
Working with Search Web Parts
Creating and Configuring Result Types
Showing map data in Search Callouts
Creating Refiners (Custom)
Creating Refiners (Managed Metadata)
Configure item counts
Using Content Query Web Part
Implementing Top Likes
Implementing Most Viewed

After completing this module, students will be able to:

Describe the Search Center features.
Add new search and results pages.
Customize the Search Center using Search Web Parts.
Create and use Result Types.
Create Refiners.

Module 5: Performing Search Queries

Module Overview

In this module you will learn how to effectively query the Search Index to find items you are looking for. This can be done in a myriad of ways including keyword and Full Text. There are also various ways to send a query to SharePoint search that will be explored in detail. Lastly you will be exposed to creating and configuring Federated Search Sources.

Lessons

Performing Queries
Programming Searches
Configuring Federated Sources

Lab Sessions

Performing Search Queries
Programming Searches
Configuring and Searching Federated Sources

Lab Lessons

Performing simple KQL Queries
Performing complex KQL Queries
Performing People Searches
Enabling FQL Queries
Using Web Services (Visual Studio)
Using Server Object Model (Visual Studio)
Using Server Object Model (Windows PowerShell)
Using Client Object Model
Using REST
Configuring a Federated Result Source (OpenSearch)
Create Query Rules
Configuring a Federated Result Source (Exchange)

After completing this module, students will be able to:

Perform effective Keyword and Full Text Queries.
Perform effective People Searches.
Program to the Search interfaces.
Configure Federated Search Sources (OpenSearch and Exchange).

Module 6: Search Tuning

Module Overview

In this module you will learn to configure various SharePoint Search features to modify the way search results are displayed.

Lessons

Tuning Search
Ranking Models

Lab Sessions

Search Tuning
Ranking Models

Lab Lessons

Authoritative Pages
Configuring Thesaurus
Configuring Stemming
Configure Search Query Suggestions
Configure Promoted Results
Configure Spell Checking
Configuring Search Dictionaries
Search Result Removal
Configuring Ranking Models

After completing this module, students will be able to:

Describe the various ways to change search result behavior.
Use Central Admin and Windows PowerShell to Tune Search.
Configure Authoritative Pages.
Modify the Thesaurus.
Configure Ranking.
Create Query Suggestions.
Create and Configure Keywords and Synonyms.
Create Search Dictionaries.
Perform Result Removal.

Module 7: Extending Search

Module Overview

In this module you will explore IFilters and Protocol handlers and how to install and create custom search connectors using Business Connectivity Services. You will also learn to extend search by using the new Content Enrichment Service.

Lessons

IFilters and Protocol Handler
Business Connectivity Connectors
Content Enrichment Service
Ceres Engine

Lab Sessions

Content Enrichment Services
Business Connectivity Connectors
BCS With Data Warehouse
Creating IFilters
Working with Ceres Flows

Lab Lessons

Create a Content Enrichment Web Service
Configure Search to use Content Enrichment
Install and Configure a BCS Search Connector
Creating an Large External List using ECTs
Using Filters and External lists
Creating and Configuring Entity Profile Pages
Explore IFilters
Exporting Flows
Importing Flows

After completing this module, students will be able to:

Describe what an IFilter is and does.
Describe what a protocol handler is and does.
Describe Document formatters.
Install and configure BCS Connectors.
Create new custom BCS Connectors.

Module 8: Maintaining Search

Module Overview

In this module you will learn how to properly backup and restore a Search Service Application. You will also explore various aspects around daily, weekly and monthly tasks that should be performed to ensure a healthy environment.

Lessons

Backup and Restore
Maintenance Best Practices

Lab Sessions

Backup Search
Restore Search
Maintenance Tasks
Establishing Index Redundancy

Lab Lessons

Performing Search Backups
Performing Search Restore
Reviewing Crawl Logs
Checking Database Size
Checking Index Size
Implementing Search Throttling
Configuring Query Client Types
Move the Index
Create Index Replica
Create Index Partitions

After completing this module, students will be able to:

Perform Search Backups.
Perform Search Restores.
Create Index Replicas and Partitions.
Describe the daily, weekly and monthly tasks of a Search Administrator.

Module 9: Monitoring and Troubleshooting Search

Module Overview

In this module you will learn to find and decipher the built in reporting and analytic reporting features of SharePoint Search. You will also explore the performance metrics to build a baseline for your Search Platform architecture. Lastly, you will explore various troubleshooting techniques and common issues with Search.

Lessons

Search Reporting & Analytics
Monitoring Search
Troubleshooting Search

Lab Sessions

Monitoring Search
Troubleshooting Search

Lab Lessons

Exploring Search Reports and Analytics
Monitoring Performance Counters
Creating a Performance Baseline
Troubleshooting Search
Configure ULS Logs
Filter on ULS Search Logs
Enable WCF Debugging

After completing this module, students will be able to:

Describe Search Reporting and Analytics features.
Run reporting and analysis reports.
Learn how to properly monitor Search metrics for performance.
Utilize the ULS logs for troubleshooting.

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