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Making the Move to SharePoint 2010 – Search FirstNatalya Voskresenskaya &Paul OlenickArcovis
Thank you to Sponsors!
Natalya Voskresenskaya – SharePoint MVP, Microsoft V-TSP Arcovis co-founder http://www.arcovis.com
[email protected] Twitter: @natalyvo
Co-Author: Professional Microsoft Search: FAST Search, SharePoint Search, and Search Server (available)
Contributor: SharePoint 2010 Enterprise Architect's Guidebook (coming up on October 1st)
Enterprise Search User Group NY (founder and lead) SharePoint Shop Talk – weekly call-in (co-creator and lead)
Twitter: @spshoptalk SharePoint for Squirrels http://spforsquirrels.blogspot.com/
About the Speakers
Paul Olenick – Sr. SharePoint Architect, Enterprise Search Engineer MCTS – SharePoint 2010, 2007 Speaker/Presenter – Enterprise Search User Group, SharePoint
Saturday, New York SharePoint User Group Contributor: SharePoint 2010 Enterprise Architect's Guidebook
(Wiley) Enterprise Search User Group NY (presenter, board member) SharePoint Shop Talk – weekly call-in (panelist)
Twitter: @spshoptalk SharePoint & Search Blog
olenicksharepoint.wordpress.com
About the Speakers
Microsoft Gold Certified Partners Search, Portals and Collaboration, Business Intelligence,
Business Productivity Solutions Founded by SharePoint MVPs and FAST Certified
Engineers Access to MVP internal Distribution Lists Early education on new products, offerings and strategic
roadmaps Certified in FAST ESP and FAST Search for SharePoint
About Arcovis
Microsoft VTSP – Eastern Region Extension of Microsoft technical team Customers benefit from access to Microsoft internals/roadmaps
Enterprise Architecture & Design Leadership Frequently assist Microsoft in leading EA/SA Architectural Design
Sessions (ADS) at Microsoft Technology Center (MTC) in NYC Invited to help kick off the new Philadelphia MTC
Certified SharePoint Deployment Planning Services Providers (SDPS) Experienced in analyzing and assessing customers’ SharePoint
environments
Arcovis – Enterprise Value
Founders and organizers of: NYC Enterprise Search User Group International SharePoint Professionals Association SharePoint ShopTalk - Experts Panel Live Weekly Call-In
International Speakers SharePoint Conference 2011 (“Search First”) SharePoint Saturday National Events Frequent User Group Guest Speakers
SharePoint Speakers and Organizers
About you Technical vs. Non-technical roles? Familiar with FS4SP/SP2010 Search Centers and
capabilities? Do you currently have enterprise search? Any advanced search solutions?
Search-based applications Search as a tool Search as a service
What is Search First and why was it created? Demo of User Experience Architectural Overview Post Search First Migration Options Implementation Steps
Demo? Who Should You Consider a Search First Migration? Available tools Considerations Wrap-up
Agenda
SharePoint Migration Over the Years
We’ve been through three upgrades – lessons have been learned
Software upgrades can be painful – SharePoint is no exception All-at-once upgrades aren’t always feasible – customers need
options and flexibility Our users want (and deserve) the latest and greatest today!
Re-thinking SharePoint Upgrade
The goal Provide customers a “go at your own pace” option Remove deployment barriers Lower the cost of entry Accelerate adoption and business buy-in Provide “Now” options for Customers with an immediate need
The answeraaaa
SEARCH FIRST
a
Search First SolutionIntroduction What is Search First?
“A process and set of tools to help organizations kick off the process of upgrading to SharePoint 2010 – starting with Enterprise Search”
Who created Search First?“Metalogix with the support of Microsoft and Arcovis”
How much does it cost?“Nothing! It is provided as a free utility to make the SharePoint upgrade easier”
Search First: End-User Experience
Natalya Voskresenskaya, MVPEnterprise Search EngineerArcovis
demo
Search First SolutionHighlights Migrate at your own pace
Up-Front Content Migration is *not* required Application/Solution Migration is *not* required
Provide Immediate Business Advantage to End-Users Core 2010 Strengths: Search, LOB Connectivity, Analytics Visualization, Contextual Search, Social Context, etc.
Low-Effort, Low-Risk, Minimal Footprint Upgrade Approach
Improved Search Results
Search First SolutionArchitectural Overview
Queries Redirected
Existing MOSS Farm
User Queri
es
Search Result
s
New Search FarmSP 2010 or FS4SP
New Search Farm
Search First SolutionArchitectural Options Going Forward – Dedicated Search Farm
Existing Moss Farm
2010 Farms
Custom Apps
Intranet
Extranet
SP 2010 or FS4SPSearch Service
App
Search First SolutionArchitectural Options Going Forward – Replacement Farm
Existing Moss Farm
New Search FarmSP 2010 or FS4SP
SharePoint
Search First SolutionSteps to Implement
Step One:Scoping and
Planning
Step Two:Farm
Configuration
Step Three:Search Tuning
Step Four:Decommissio
n 2007 Search
Search First SolutionStep One: Scoping and Planning Performance and Capacity Scoping
Current and Projected amount of indexed content Additional content sources – identify external systems User Topology: size, distribution, usage patterns Search SLAs – query response times, content “freshness”
Staged Implementation (POC) May Be Recommended for: Exceptionally Large Organization (50K users and more) Global Distribution of Users (complex deployment topologies) Complex LOB Integration Highly Customized Search Centers
Search First SolutionStep Two: 2010 Search Farm Build-Out and Configuration Build Out and Configure 2010 Search Services Farm Replicate/Migrate 2007 Search Definitions
Crawl rules, content sources, global scopes, keywords, synonyms, best bets
Crawl and Index Content Synchronize MOSS 2007 Profile Store (2010 People
Search) Configure Search Redirection
Forward MOSS 2007 queries to the 2010 Search farm Optional: Deploy Replacement Control (Query
Completion, Scopes)
Search First SolutionSteps Three and Four: Tuning and Decommission Tune and Optimize the new 2010 Search Experience
Site/document promotion and demotion Configure User Context (** FAST Only) Create/Edit Best Bets/Visual Bet Bets (** FAST Only) Create/Edit Keywords and synonyms
Decommission MOSS 2007 Search and Indexing Moss 2007 Service can be shut down (this is a resource gain!)
Search First: Configuration Steps
Natalya Voskresenskaya, MVPEnterprise Search EngineerArcovis
demo
Who Should Consider Search First?
Organizations with “Mature” Search Implementations Large Organizations (large corpus, complex search
needs) Full upgrade in the immediate or near-term not possible Migration needs to be granular and in phases MOSS 2007 Search environment is overburdened No Current Enterprise Search Solution SharePoint 2010 Search is your future search strategy
Organizational Profile“Mature” Search Implementation Description
Highly Configured Search Environments Many Content Sources, Custom Managed Properties, etc. Exhibit a strong case for targeted search-driven applications
“Search First” Benefits Enables deep and unified relevancy across disparate systems Potentially replace custom development with native 2010
functionality Provides access to the SharePoint 2010 toolset to better enable
targeted search applications
Organizational ProfileLarge and Complex Description
Multiple Search Centers, Site Collections, Web Applications Large body of content (large corpus)
“Search First” Benefits FS4SP 2010 platform is designed for extreme scale and
performance SharePoint 2010 Services Architecture provides improved
options for complex topologies Search analytics can add insight to your future migration by
learning from users now
Walkthrough: Complex/Large DeploymentScenario Diagram
My Sites App Team Sites App
MOSS Farm
Intranet App
2010 Search Farm
Walkthrough: Complex/Large DeploymentScenario Diagram (continued)
Intranet App
Search Ctr
HR Facilities Research
Search Re-Directed
Search CtrResearch
SharePoint Enterprise Search Migration Tool Best bets, Search scopes, Site collection search center URL, Site
collection User Profile Replication Engine
Full initial synchronization of user profiles Incremental synchronization of user profiles
SearchFirst.PowerShell.Redirect - contains the Search Redirection Toolkit for SharePoint Server 2007 Automate query redirection
ReplacementControl - contains the Search Box Replacement Control Query Completion Scopes Dropdown
Available Tools
User Interface is redirection from 2007 to 2010 Brand the 2010 search Center to simulate 2007 branding Recreate MOSS 2007 top level navigation in 2010 Search Center
to make the transition seamless Search “This List" and "This Site“ (Contextual Search)
functionality is served by 2007 Search Create HTTP module for redirection Upgrade the control Use only 2010 scopes, this will remove contextual scopes
Training end users to use SharePoint Server 2010 search features and functionality
Things to consider
Wrap-UpReview of Benefits Technical
Powerful, Full-Featured SP2010 Search Experience Unload overtaxed MOSS environments Search Analytics to better inform future migration or
development Significantly lowers the barrier to deploying 2010
Strategic Provides ability to leverage core SP2010 strengths immediately Promotes strong User adoption as content is migrated over time Get an early start on critical, SharePoint 2010 dependent
projects Provides a cohesive, extensive, insightful view into the business
SharePoint Community in Philadelphia Tri-State SharePoint Users Group
SharePoint (2010 & 2007) Administrators Developers IT Pros
Keynote and related Hands-on Lab each meeting “On SharePoint Development”
Our lecture series on general SharePoint Development topics and how to improve those skills
Meetings: 2nd Tuesday of the month, 5:30pm – 9:00pm, Microsoft Malvern MTC
Website: www.TriStateSharePoint.org Email: [email protected] Twitter: @tristateSP
For more information about Search First or other SharePoint and Enterprise Search Integration Services…
Visit: http://www.arcovis.comEmail: [email protected]
Call: 212-477-0800
Contact Us
© 2011 Arcovis LLC
