Microsoft SharePoint 2013 Search Administration

This three day class is designed for Search Administrators who need to configure Search Services and who want to improve the end user search experience. This class covers the Standard and Enterprise Editions of SharePoint 2013 and Office 365 / SharePoint Online.

SharePoint Search is one of the more ignored areas of SharePoint administration. As Search is often the only way users can find content in a large organization, and as SharePoint 2013 Search is both very powerful and very configurable, Search should be considered one of the more important services in need of formal administration and frequent tuning. While this class will cover core search administration, its focus is on improving the efficiency of your end users in finding “stuff”!

Course Outline

 Module 1: SharePoint 2013 Search and the Role of the Search Administrator
This module provides an introduction to the topics covered in the class, introduces SharePoint search terminology and the search infrastructure.
Lessons
A Brief History of SharePoint Search
Why Search Administration Should be a Formal Role
Search is more than just SharePoint
Tiers of Search Administration
Permissions Needed
The Search Process
The Search Infrastructure
Security and Security Trimming
An Extensible Search Platform
Search in Office 365
Lab:
None
After completing this module, students will be able to:
Describe the role of the search administrator.
Describe the search infrastructure.
Module 2: Using Search as an End User
This module explores SharePoint 2013 Search from the point of view of the end user. Topics covered range from basic search through the use of search centers and advanced queries.
Lessons
Basic Search Techniques
Using Managed Properties
Creating Advanced Queries
Searching for People
The Search Center Site Templates
Helping End Users Become Better Searchers
Lab:
Basic Search
Finding files by size, type, author and other properties
Searching for People
Using a Search Center
After completing this module, students will be able to:
Perform basic and advanced searches of SharePoint content.
Describe the uses of search centers.
Module 3: Search Administration – Part 1
This module covers the use of Central Administration to configure search with a focus on getting content into search.
Lessons
Central Administration
Content Sources
Crawl Scheduling and Rules
File types
Entity Extractors and iFilters
Federated Sources
Business Connectivity Services (BCS)
Lab:
Configure Content Sources
Scheduling Content Crawls
Configuring File Types
After completing this module, students will be able to:
Use Central Administration to configure search for finding and indexing content.
Module 4: Search Administration – Part 2
This module covers the configuration of Search Schemas, Crawl Properties, Managed Properties and Result Sources.
Lessons
Search Schemas
Crawl Properties
Managed Properties
Creating Result Sources
Out of the Box Result Sources
Lab:
Explore and Customize Search Schemas
Configure Crawl Properties
Create and Test Managed Properties
Create and Test Result Sources
After completing this module, students will be able to:
Configure Search Schemas.
Configure Crawl Properties.
Configure Managed Properties.
Configure Result Sources.
Module 5: Customizing Search and Search Results Web Pages
This module covers the customization of search and search result pages.
Lessons
Out of the Box Pages and Site Templates
Customizing Search Pages
Working with Search Web Parts
Working with Search Results Web Parts
Lab:
Exploring Search and Search Result Pages
Create a Custom Search Center for the Sales Team
After completing this module, students will be able to:
Customize and “tweak” search pages to improve user search efficiency.
Create custom search center sites.
Module 6: Monitoring Search
This module provides an overview of the reports available to monitor search and how to use these reports to improve the user search experience.
Lessons
Search Reporting
Search Performance and Health
User Activity
Lab:
Review the Search Reports and create a plan to improve user search experience
After completing this module, students will be able to:
Use the SharePoint 2013 search reports to monitor search activity and to find opportunities to improve the user search experience.
Module 7: Improving User Search Results
This module covers the tools available to improve user search results.
Lessons
Authoritative Pages
Query Rules
Query Suggestions
Result Removal
Hiding Lists, Libraries and Sites from Search
Spell Checking
Thesaurus
Lab:
Configure Authoritative Pages
Add Query Rules
Create Query Suggestions
Customizing Spell Checking and the Thesaurus
After completing this module, students will be able to:
Configure SharePoint 2013 search to make it easier for users to find what they are really looking for.
Module 8: Using PowerShell, JavaScript and C# to Search SharePoint (Optional)
This module explores additional ways for administrators and developers to search SharePoint 2013 content.
Lessons
Search Driven Content Web Parts
PowerShell
JavaScript and jQuery
Web Services
C#
CSOM - Client Side Object Model
Lab:
None
After completing this module, students will be able to:
Describe additional ways to search SharePoint 2013 content.
Understand the impact of external calls into SharePoint 2013 search.
Module 9: SharePoint Search Glossary
This module contains a SharePoint Search Glossary.
Lessons
A Glossary of SharePoint and SharePoint Search Terminology
Lab:
None

Audience

SharePoint Search Administrators, SharePoint Server Administrators, anyone wanting to drive user efficiency and SharePoint adoption.

Before attending this course, students must:

  • Have strong SharePoint 2013 end user skills or have attended “Introduction to SharePoint 2013 for Collaboration and Document Management” or similar.

  • Have a good understanding of the use SharePoint in the organization, what is stored in SharePoint and how your users are using SharePoint.

  • Courses “20331 Core Solutions of Microsoft SharePoint Server 2013“and “20332 Advanced Solutions of Microsoft SharePoint Server 2013” are helpful, but not required.