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Archive for April, 2014

Search Error: The content for this address was excluded by the crawler because this item was marked with a no-index meta-tag. To index this item, remove the meta-tag and recrawl.

Posted by Paul on April 29, 2014

While indexing a SharePoint site, I encountered the following error:

The content for this address was excluded by the crawler because this item was marked with a no-index meta-tag. To index this item, remove the meta-tag and recrawl.

Solution

If the mentioned URL is a Document Library > Change > Advanced Settings >

Allow items from this document library to appear in search results > To Yes

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If the mentioned URL is a Site > Change > Site Settings > Search and Offline Availability >

Allow this site to appear in search results? > To Yes

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After making the changes, Go to Central Administration > Service Applications > Search Service Application > Content Sources > Start Full Crawl

Problem Solved!

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Posted in SharePoint, SharePoint 2013 | Tagged: , , , | Leave a Comment »

How to Crawl another SharePoint site content?

Posted by Paul on April 28, 2014

In this article I would take you through Crawling another SharePoint site content.  The second SharePoint site can be a 2010 or 2013 version.

When we require this?

We require this once we have distributed systems & Users required a unified location to search for all SharePoint content.

Steps

Please follow the steps below.  I am going to bring a SharePoint 2010 content into SharePoint 2013 system.

Step 1: Open Central Administration

Open your SharePoint 2013 Central Administration.  Choose Manage Service Applications > Search Service Application.

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Step 2: Create Content Source

Click on the Content Sources link.

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Choose the New Content Source link.

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Enter the information for your new content source:

  • Name
  • Type
  • Address

After entering the details Save changes.

Step 3: Crawl

Choose the Start Full Crawl option.

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Wait for the crawl to be completed.  Usually it takes 10 minutes for 100 GB data.  You can check the status of crawl periodically.

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Step 4: Set Authentication

You might receive Crawl Errors if there is an Authentication Problem.

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We need to create a Crawl Rule to specify credentials.  Click on the Crawl Rules link & Create a new Crawl Rule like below.

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You need to specify a valid content crawling account & password.  If your site is Anonyumous, choose Anonymous access option.

After saving changes, start full crawl again.

Step 5: Test

Now you can search from your SharePoint 2013 system.  Try to use a SharePoint 2010 content title.

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Note

As SharePoint can understand the Metadata of the underling system, we can configure Managed Properties & Search Refiners on the crawled content.

Summary

In this article we have explored how to configure a content source to existing SharePoint system.  I hope this scenario would be useful in real-world scenarios.

Posted in SharePoint, SharePoint 2010, SharePoint 2013 | Tagged: | Leave a Comment »

Squadron 2013 for SharePoint 2013

Posted by Paul on April 24, 2014

I am happy to compile Squadron 2013 for SharePoint 2013.

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What is Squadron?

Squadron is a FREE Tool providing following functionalities & more.

· Site Structure Evaluation

· Permissions Management

· Workflow Termination

· List Management

· Generating Report

Installation

You can download Squadron from the URL below:

http://www.sharepointcto.com/Squadron/Default.aspx

Squadron is packaged using ClickOnce technology.

Screen Shots

You can find some of the Screen Shots given below:

Main Screen

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Documentation

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Farm

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Explorer

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Clear List

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Version History

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Permissions

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You can invoke Help associated with each addins.

References

http://www.sharepointcto.com/Squadron/Default.aspx

Summary

In this post we have explored Squadron 2013 release.

Posted in SharePoint, SharePoint 2013 | Tagged: , , | Leave a Comment »

Search Refiners

Posted by Paul on April 20, 2014

In this article we can explore another important feature called Search Refiners & Faceted Navigation

What is Search Refiner?

Refiner is a Managed Property based on Search Index. We can use Search Refiners to narrow down search results. Following is an example of Search Refiners.

Through advanced configuration & Scripting, we can modify the Visual Refiners as well.

What is Faceted Navigation?

Faceted means Smooth. Faceted navigation is the process of browsing for content by filtering on refiners that are tied to category pages.

Practical

In the practical let us try out using a Search Refiner. We are trying to create a Refiner of type text to filter out different states like California, New York, Florida etc.

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Step 1: Create Enterprise Search Center

Create a new site from the Enterprise Search Center template.

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The Search site will look like below:

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Step 2: Create List & Data

Create a List in your main site with the following fields & name it as Vendors:

1. Title, string

2. ServiceLocation, choice with values [California, New York, Florida]

Enter 3 items with common values for the Title column but different ServiceLocation as shown below:

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Step 3: Start Full Crawl

Go to Central Administration > Service Applications > Search Service Applications > Content Sources.

Choose the Local SharePoint Sites content source & Initiate a Full Crawl.

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Stop existing Crawls if there are any Continuous or Incremental Crawl running. If you are using Incremental Crawls, things may not work as expected, please do a Full Crawl.

Wait for few minutes for the Crawl to get completed.

Step 4: Test Search

Now go the Enterprise Search Center site and do a Test Search for SSD. You should be seeing multiple results as shown below. This ensures that the Crawling went fine.

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Step 5: Create Refiner

Go to Central Administration > Service Applications > Search Service Applications > Search Schema

You will get the following page.

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Choose the New Managed Property link. We are going to create a new Managed Property. Enter the values for the properties:

1. Name

2. Searchable

3. Queryable

4. Retreivable

5. Refinable

As shown below:

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Scroll down & choose the Add Mapping button. Search for the text ServiceLocation and you should get the Crawled Property as shown below. Select the property & choose the Add button.

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Click OK button to save changes.

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Search Refiners are Managed Properties marked as Refinable.

Step 6: Full Crawl

Open Content Sources and Perform another Full Crawl.

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Wait for the Crawl to get completed.

Step 7: Add Refiner to Results page

Open your Enterprise Search Center site and go to the Results page.

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Choose the Edit Page option & Edit the Refinement web part & Click on the Choose Refiners button.

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In the appearing dialog box select the ServiceLocationManagedProperty and Add to the Refiners list. Enter a Display Name as well.

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Click the OK button to close the dialog. Click the OK button for web part as well.

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Save changes to the page.

Step 7: Test the Page

Now try searching for the text SSD and you will see the results and refiners.

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This confirms that the Refiners are configured correctly.

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Please note that the Refiner Strings appears based on the results. If the result does not have New York, then the refiner string won’t appear.

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If you are using Site Columns you will get the Managed Property automatically created.

References

http://technet.microsoft.com/en-us/library/jj679902(v=office.15).aspx

Summary

In this article we have explored Search Refiners. I believe this will be useful in real world scenarios. In advanced configurations, you can create your own Visual Refiners as well.

Posted in SharePoint, SharePoint 2013 | Tagged: , , , | 1 Comment »

Search – Result Sources

Posted by Paul on April 18, 2014

In this article we can explore the Result Sources in SharePoint 2013 Search.

What is Result Source?

Result Source (Vertical) is a sub set or particular type of content. They are used to limit search results.

For example, we can use Result Source for a particular:

1. Content Type

2. Sub Site

Default Result Sources

SharePoint 2013 has 16 pre-configured result sources. The default one is Local SharePoint Results:

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Central Administration > Search Service Application > Result Sources:

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What is inside the Result Source?

We can closely examine a Result Source. Click on the Local Video Results result source. You will be taken to the page where it shows a Query Transform which controls the results.

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The Query Transform text is below:

{searchTerms?} {?path:{Scope}} {?owstaxIdMetadataAllTagsInfo:{Tag}} (ContentTypeId:0x0120D520A808* OR (SecondaryFileExtension=wmv OR SecondaryFileExtension=avi OR SecondaryFileExtension=mpg OR SecondaryFileExtension=asf OR SecondaryFileExtension=mp4 OR SecondaryFileExtension=ogg OR SecondaryFileExtension=ogv OR SecondaryFileExtension=webm))

The searchTerms parameter represents the user-query-terms. The remaining text checks for Content Type Id and File Extensions. We can also create custom query transforms.

For more information on Query Transform you can check References section.

Each Result Source can be connected to the Search Navigation web part.

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Creating a Result Source

Now we can try creating a new Result Source & Connecting it to the Navigation web part.

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Our target is to create a Documents result source & connect to the navigation web part.

Following are the steps summary.

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Step 1: Create new Result Source

Open Central Administration > Manage Service Applications > Search Service Application > Result Sources link

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Choose the New Result Source link.

Step 2: Modify Query

In the appearing page, enter the name for the Result Source as Docs.

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Then Launch the Query Builder and enter the following code.

IsDocument:True

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You can also test the query using Test Query button. Once you are seeing results you are good.

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We are using the KQL (Keyword Query Language) syntax to filter the result. The term {searchTerms} will be the user input keywords. Please make sure you have enough documents satisfying the result.

Step 3: Create Page

Each Result Source should be connected with a Result Page. To create a new page, open SharePoint Designer 2013 and navigate to your Enterprise Search Center site.

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If you do not have SharePoint Designer 2013 installed, you can download it from:

http://www.microsoft.com/en-us/download/details.aspx?id=35491

Navigate to All Files > Pages library as shown below.

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Copy & Paste the results.aspx and rename the new file as documentresults.aspx.

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Close the Designer.

Step 4: Modify Page

We need to modify the new result page & choose our new result source. Inside SharePoint navigate to the new documentresults.aspx. In my case the URL was:

http://server/esearch/Pages/documentresults.aspx

Choose the Edit Page option & bring the Search Results Web Part in edit mode.

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Each Result Page will be having pre-configured web parts like:

1. Result web part

2. Refiner web part

3. Navigation web part

Choose the Change Query button & Select our new Result Source as shown below.

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Click OK to close the web part editing & Save changes to the page.

We are now ready with the following:

· Result Source

· Result Page

We need to create the Navigation Link next.

Step 5: Create Navigation Link

From the Enterprise Search Center choose Site Settings. Then choose Search Settings link.

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In the appearing page scroll down to the Configure Search Navigation.

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Choose an existing link & Click the Edit button to understand the properties. Then click on the Add Link to create our new navigation link. Enter the Name and Navigation Link appropriately.

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Please note that the Navigation Link is relative to the site.

Save changes to the dialog & Click Ok to save the navigation items.

Step 6: Testing the link

Type your new search keyword & click on the newly appeared Docs link.

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You can see that the Results are filtered to show only document items. You can also see the Result URL has changed to http://hpvm/esearch/Pages/documentresults.aspx

This confirms our Result Source creation & testing.

References

http://technet.microsoft.com/en-us/library/jj683115(v=office.15).aspx

http://technet.microsoft.com/en-us/library/jj219620(v=office.15).aspx#Query_vars_temp

Summary

In this article we have explored Result Sources in SharePoint 2013 Search with an example. In advanced scenarios, I recommend you to refer the KQL (Keyword Query Language) and FQL (FAST Query Language) to create complex search verticals.

Posted in SharePoint, SharePoint 2013 | Tagged: , , , , | Leave a Comment »

Search Configuration

Posted by Paul on April 13, 2014

In this article we can explore the underlying Configurations required to enable Search in SharePoint 2013.

Search Service Application

Search Service Application needed to be created for working with SharePoint Search. This service application enables all the search components & provides interface to manage them.

The underlying infrastructure includes:

· Content Sources

· Result Sources

· Result Types

· Crawler

· Indexer

· Schema

By default, Search Service Application is created while installing SharePoint.

How to create Search Service Application?

Open Central Administration > Manage service applications link.

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In the appearing page you can see the Search Service Application listed.

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If you cannot see one, choose the New button from the ribbon, then Search Service Application item.

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In the appearing page enter the application information:

· Name

· Application Pool

· Account

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Click the Ok button to save changes. Wait for few minutes & your Search Application Service will get created.

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You can click on the Search Service Application to view the Search Topology.

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It is recommended to use a Managed Account for search.

Search Accounts

We can specify the user accounts who can manage the service application.

Service Applications page > Click on the Search Service Application (non-text area) > Click Administrators button from the ribbon.

In the appearing page enter the Administrator account; Click Add button & give check the Permission items as shown below.

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Click OK button to save changes.

Search Components

Following are the core Search Components:

· Crawler

· Indexer

· Query Processor

Crawler is responsible for reading all the contents (documents, lists, items etc.)

Indexer maintains an index to the crawled contents

Query Processor handles user queries. For example when user searches for Home the query processor handles it.

Analyzer carries out search usage analysis.

Types of Crawling

There are 3 types of Crawling:

· Full Crawl where the entire content will be crawled. This is time consuming & usually takes 30 minutes for a 1 GB of content. (no 2 crawls can be in parallel)

· Incremental Crawl only crawl content modified since last crawl. (no 2 crawls can be in parallel)

· Continuous Crawl can be configured to start at regular intervals & multiple crawling can happen. Thus continuous crawl provides fresh results compared with others.

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Despite availability of incremental & continuous crawls, a Full Crawl might be required during service updates, new content source addition, managed properties extraction etc.

Content Sources

By default there will be a content source named Local SharePoint sites. We can also configure other content sources like:

· Another SharePoint site

· External website

We need to perform a Full Crawl to do our search.

Full Crawl

To perform a Full Crawl open Central Administration > Service Applications > Search Service Application > Content Sources link.

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In the appearing page click the context menu over default content source & choose Start Full Crawl option.

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Wait for few minutes until the Crawl is completed. You can refresh the page often to see the status.

Testing Search

After the Full Crawl is completed you can go back to the SharePoint Site and search for Home. If your site title matches the word, you will get results like below.

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The result confirms the Search is configured correctly.

References

http://technet.microsoft.com/en-us/library/gg502597(v=office.15).aspx

Summary

In this article we have explored the Configuration required to enable Search in SharePoint 2013.

Posted in SharePoint, SharePoint 2013 | Tagged: , , , | Leave a Comment »

Search Centers

Posted by Paul on April 10, 2014

In this article we can explore the basics of Search Centers.

What are Search Centers?

SharePoint Out-of-the-Box comes with 2 site definitions:

1. Basic Search Center

2. Enterprise Search Center

These site definitions create pages with pre-configured web parts. Please note that there will be multiple pages included in the site definition:

1. Search page

2. Result page

3. Refiner pages

We can use the Edit Page option to customize these pages using web parts.

Basic Search Center

For creating a Basic Search Center site, perform the following steps.

From your home page > Choose site Contents > Scroll down > New sub site option.

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In the appearing page enter the following details:

1. Site Title

2. Site URL

3. Site Template as Enterprise > Basic Search Center

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Click the Create button to create the site. You will get the following site created at http://hpvm/bsearch/default.aspx

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You can enter some text to search for and you will see the results page at http://hpvm/bsearch/results.aspx

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Enterprise Search Center

For creating an Enterprise Search Center site, perform the following steps.

From your home page > Choose site Contents > Scroll down > New sub site option.

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In the appearing page enter the following details:

1. Site Title

2. Site URL

3. Site Template as Enterprise > Enterprise Search Center

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Click the Create button to create the site. You will get the following site created at http://hpvm/esearch

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You can enter some text to search for and you will see the results page at http://hpvm/esearch/results.aspx

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Difference between Basic & Enterprise Search Centers

Enterprise Search Centers provide following advantages over Basic:

1. It allows searching over external contents & web applications.

2. Video search is supported

3. Enterprise Search Center provides Navigation Verticals.

4. Recommendations feature

5. Query Rules – Advanced Actions

Following is the Navigation Vertical. Each link will take to another result page.

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Enterprise Search Center is available only in SharePoint Enterprise edition.

Result Pages

One may get confused with the result pages. I would like to give an overview of the same.

By default you can search in the home page search box & you will get the following result page:

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http://server/_layouts/15/osssearchresults.aspx

In the case of Basic Search Center > the result page was:

http://server/bsearch/results.aspx

In the case of Basic Search Center > the result page was:

http://server/esearch/results.aspx

Please note the difference in the result page name for first URL.

References

http://technet.microsoft.com/en-us/sharepoint/jj898538.aspx

Summary

In this article we have explored about Search Centers in SharePoint 2013.

Posted in SharePoint, SharePoint 2013 | Tagged: , , | Leave a Comment »

Search Verticals

Posted by Paul on April 7, 2014

In this post we can explore the concept of Search Verticals in SharePoint 2013.

What are Search Verticals?

Search Verticals are categorization of contents based on different types like Content, People, Conversations and Videos. Each Vertical can be configured against a Result Types.

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The following picture depicts the default Search Verticals from the Enterprise Search Result page.

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Each vertical link will be having separate pre-configured web parts page.

Result Pages

Following is the result page of Everything vertical:

http://server/esearch/Pages/results.aspx

Following is the result page of People vertical:

http:// server /esearch/Pages/peopleresults.aspx

Following is the result page of Conversations vertical:

http:// server /esearch/Pages/conversationresults.aspx

Following is the result page of Videos vertical:

http:// server /esearch/Pages/videoresults.aspx

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Please note that the above Search Verticals are not available for Basic Search Center result page. You need to have Enterprise edition of SharePoint to get the above items.

Configuring Search Verticals

We can use the Navigation web part to configure a Search Vertical.

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You can configure more Search Verticals from the Site Settings > Search Settings page.

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In the above page you can add new Navigation link or edit existing ones. Please note that for each link you have to provide a pre-configured search page.

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Please note that you need to bring the Search Result page to edit mode & choose the Add web part option to bring up the above items.

References

http://www.bing.com/videos/watch/video/search-verticals-in-sharepoint-2013/10taosd0v

Summary

In this article we have explored the concept of Search Verticals in SharePoint 2013.

Posted in SharePoint, SharePoint 2013 | Tagged: , , | Leave a Comment »

Enable Query Suggestions in SharePoint 2013 Search

Posted by Paul on April 3, 2014

In this article we can explore how to enable Query Suggestions in SharePoint 2013 Search.

What are Query Suggestions?

Query Suggestions are auto complete items dynamically displayed in the Search text box.  This helps the user from typing the complete text as well as find out relevant search phrases.  Usually, Query Suggestions are based on past phrases history but we can also configure Query Suggestions.

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How to configure Query Suggestions?

Open Central Administration > Service Applications > Search Service Application

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From the left hand side choose the Query Suggestions link.  You will get the following page.

Enable the Show check box and choose the Import from text file option.

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You can create your own phrases text file based on the customer requirement. 

I am using a sample text file which provides phrases for California state.

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Save the text file & assign it to the import area.

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After importing click save settings in the Query Suggestions page.

Now we have set the phrases to Search Service > Query Suggestions.

Run Timer Job

The phrases need to be returned to the Search User Interface by running the following timer job. 

Open Central Administration > Monitoring > Job Definitions > Go to Page 2 > Prepare Query Suggestions

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Click on the item and you will get the following page.

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You can see that the timer is set for daily execution, but we need to choose Run Now option to get immediate results.

You can optionally use an IISRESET too.

Testing the Query

Open your SharePoint site & type California in the text box. Wati for 3-5 seconds & you should see the auto-suggestions listed.

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This confirms the Query Suggestions configuration.

Connecting Query Suggestions with Promoted Results

In real-world scenarios you can connect Promoted Results key words to Query Suggestions.  This will give more assistance & relevant results to the users.

Excluding Phrases

You can also exclude phrases from the Query Suggestions page.

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References

http://technet.microsoft.com/en-us/library/jj721441(v=office.15).aspx

Summary

In this article we have explored what is Query Suggestion & How to configure it.  I hope you enjoyed the piece of knowledge.

Posted in SharePoint, SharePoint 2013 | Tagged: , , | Leave a Comment »

Enable Continuous Crawl in SharePoint 2013 Search

Posted by Paul on April 1, 2014

Continuous Crawl is a new feature introduced in SharePoint 2013 Search.

The idea of the feature is to:

Keep the Results as Fresh as possible

How it works?

Continuous crawl crawls content that was added, changed, or deleted since the last crawl.  Continuous Crawl starts at pre-defined time intervals.  The default time interval is every 15 minutes.  Multiple continuous crawl can run simultaneously.

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How to configure?

To enable Continuous Crawl for a a Content Source, Please follow the steps below.

Open Central Administration > Service Applications > Search Service Application

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Click on the Content Sources link as highlighted above.

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In the appearing page click on the Local SharePoint Sites item.  You will get the page below.  Scroll down & Check the Enable Continuous Crawls option under the Crawl Schedule section.

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Click the OK button to save changes.  You are done with enabling Continuous Crawl.

Please note that only SharePoint Sites sources can have this enabled.

References

http://technet.microsoft.com/en-us/library/jj219802(v=office.15).aspx

Summary

In this article we have seen how to enable Continuous Crawl.

Posted in SharePoint, SharePoint 2013 | Tagged: , | 1 Comment »