Configuring Enterprise Search in SharePoint 2010

Posted by on Jun 21, 2010 in SharePoint, SharePoint 2010

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 Office Application, 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

Our Default content access account should be set to the account that we had specified at the time of provisioning the Search Service Application; i.e. DOMAIN\sp_search

Confirming Permissions

There are a couple of areas to note that we should check to ensure that our Default content access acount (sp_search) has been provided with the appropriate access permissions.  Let’s first begin by checking our User Profile Service Application by Navigating to Service Applications / User Profiles.  Just highlight the User Profiles and select Administrators from the ribbon.

image thumb37 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Our newly provisioned sp_search account should have “Retrieve People Data for Search Crawlers” selected as a permission.

image thumb38 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

We will also confirm that our sp_search account has the necessary “Read” permissions against the Web Applications being crawled.

Navigate to Central Administration / Application Management / Manage Web Applications.  Again, highlight the Web Application in question and from the ribbon select User Policy.

image thumb39 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Ensure that the Search Crawling Account is set to the sp_search domain account.

image thumb40 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Content Sources

Let’s venture into our content sources listed in the Quick Launch navigation bar under Crawling.  You do so by first navigating to your Search Application Service and clicking on Manage.

As was the case with SharePoint 2007, our Local SharePoint sites will be detected by default, albeit without a crawl schedule.

image thumb27 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Check to see that your Start Addresses are located within your content source via editing the content source from the drop down menu.  These includes all SharePoint Web Applications and the sps3 “User Profiles” address.

image thumb28 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

You can easily create your crawl schedule by clicking on Local SharePoint sites and scrolling down to Crawl Schedules.

image thumb29 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Let’s initiate a Full Crawl by clicking on Start all Crawls from the Manage Content Sources page.

Once your crawl has completed, you should confirm that there were no errors encountered during the initial crawl.  Usually any errors noted are most likely due to incorrect permission assignments.

Creating a “Basic Search Center” Site

If you haven’t done so already, from your top level site, click on Site Actions / New Site.

Select “Basic Search Center”

image thumb30 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Enter a Name and URL and click on Create.

This will provision the Search Center similar to the below.

image thumb31 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Creating an “Enterprise Search Center” Site

Let’s also create an Enterprise Search Center for comparison.  The key difference here is that we are provided with two tabs for searching, one for Sites and the other for People.  The “Enterprise Search Center” will be the search site of choice for most organizations running SharePoint Server.

From Central Administration / Application Management / Site Collections, click on Create site collections.   Ensure you are creating the Site Collection below the relevant Web Application.

Enter your Title, Description etc and select the Enterprise Tab under Template selection.  Select the Enterprise Search Center, specify your site collection administrators and click OK.

image thumb32 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

This will provision the Enterprise Search Center similar to the below.

image thumb33 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

As we have already completed an initial Full crawl earlier, I can now test my new search centers by performing a couple of searches.

Searching Content

image thumb34 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Searching People

image thumb35 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

Now I ran into an issue when trying to search for content located in My Sites.  The crawl log displayed the following warning;

“This item and all items under it will not be crawled because the owner has set the NoCrawl flag to prevent it from being searchable”

In order to fix this issue (and this is true for any Site Collection), is to navigate to your My Site host and click on Site Actions / Site Settings.

Click on “Search and offline availability” under Site Administration, and ensure that you have Indexing Site Content, Allow this site to appear in search results? set to “Yes”.

image thumb36 Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

After enabling the indexing of My Sites, I was able to successfully perform My Site Content searches and the warning disappeared from the Crawl Log.

That’s all that is to it in setting up a search center in its most basic form.  From here you can expand your service applications over multiple servers providing you with redundancy, scalability and increased performance .  Until next time, happy searching icon smile Configuring Enterprise Search in SharePoint 2010 sharepoint 2010 sharepoint

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If you require any assistance with your SharePoint or other IT needs, the team at GKM2 are happy to assist.  You can contact us via info@gkm2.com.au or 1300 797 288 within Australia.

 

 

References:

TechNet :: Getting Started with Enterprise Search in SharePoint 2010 Products

 

Appendix

SharePoint Versions Search Comparison

Feature SharePoint Foundation 2010 Search Server 2010 Express Search Server 2010 SharePoint Server 2010 FAST Search Server 2010 for SharePoint
Basic site search Y Y Y Y Y
Best Bets Y Y Y Y
Visual Best Bets Y
Similar Results Y
Duplicate Results Y
Search Scopes Y Y Y Y
Search Enhancement based on user context Y
Crawled and Managed Properties Y Y Y Y*
Query Federation Y Y Y Y
Query Suggestions Y Y Y Y
Sort Results on Managed Properties or Rank Profiles Y
Relevancy Tuning by Document or Site Promotions Y Y Y Y*
Shallow Results Refinement Y Y Y Y
Deep Results Refinement Y
Document Preview Y
Windows 7 Federation Y Y Y Y
People Search Y Y
Social Search Y Y
Taxonomy Integration Y Y
Multi-Tenant Hosting Y Y
Rich Web Indexing Support Y
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  • cena

    Will you please let me know how to configure to search  page

  • Harshadmule

    plz direct information

  • Salman Haleem

    Nice article for basic search configuration, thanks George..

  • http://www.facebook.com/people/Roger-Waters/1606126340 Roger Waters

    Your instructions become a major fail at step ” Content Sources” From there your navigation instructions break down and are inaccurate. there is no 
    Content Sources anywhere on the quick launch bar… 

  • http://www.sharepointgeorge.com/ George Khalil

    Hi Roger, maybe I should have been more clear in my instructions, but “Content Sources” is located on the Quick launch located under the Search Administration page, i.e. when you manage the search service application.  I will update the blog accordingly. Thanks.

  • spj

    Hi
    We have a SharePoint Server 2010 farm which is already configured for Search but has both the SharePoint Server Search and SharePoint Foundation Search services running – is this correct? Or is the SharePoint Foundation search service not required?
    Also we have been looking into the configuration of search as the incremental crawl takes 1hr-1.5hrs to complete but yet everything in the crawl log is crawled in under 5 minutes – any ideas?

  • jahiruddin

    Your comments are really helped me .
    thank you

  • lkokot

    Hi,

    Is this how you set it up on the Web Front End server or the Indexing server? If so do you install SharePoint2010 the same way on the Indexing server as WFE?

  • shiek

    hello,Thank You so much

  • Liakath Ali

    Hi George can you please help me to pick up the file types (.mpp, .mpt, .bmp, .jpg, .png..etc.,) in advanced search. In my environment i am not able to retrieve these extension files. In my investigation i came to know that we need to register appropriate iFilter. Already i have installed Microsoft Filter pack 2.0 in my machine. Waiting for your reply

  • bash.d

    Thank you very much for this in-depth tutorial!!!

  • vignesh.s

    Thanks it’s working fine.

  • sajjad ahmad

    Very helpful post

  • Cat Rosone

    crawled successful, but no results neither basic search or enterprise search, any advise?

  • Cat Rosone

    crawled successful, but no results neither basic search or enterprise search, any advise? image uploaded