Search Configuration
In order for your SharePoint site to be searchable, you must first create and configure a Search Service application. To do so, follow these steps:- Open Central Administration, and click on the Manage Service
Applications link, under Application Management:
- Click on the New icon in the ribbon (under the Create
section), and select Search Service Application:
- The following dialog will appear, with entry fields to enter
information needed to create the new Search Service Application. Enter a
Service Application Name, and select ‘None’ under FAST
Service Application. For the Search Service Account,
you can create a managed account to associate with the Search Service
Application (I kept the default Network Service account
selection, for simplicity).
- You will then need to create a new application pool for the Search
Admin Web Service. You can select an existing application pool
by selecting one from the dropdown list, under the Use existing
application pool selection. To create a new application pool,
select the Create new application pool selection, and enter an
appropriate name for your application pool. For the application pool
security account, you can use a predefined account (I used the default Network
Service account), or you can create a new managed account if you
wish to have greater control over the service account.
- You will also need to create an application pool for the Search
Query and Site Settings Web Service. You can select an
existing application pool by selecting one from the dropdown list, under
the Use existing application pool selection. To create a new
application pool, select the Create new application pool
selection, and enter an appropriate name for your application pool. For
the application pool security account, you can use a predefined account
(I used the default Network Service account), or you can create
a new managed account if you wish to have greater control over the
service account. Press the OK button when you are ready
to create the new search service application.
- A dialog will appear when the system has successfully created the new search service application. Press OK to close this dialog.
- Returning to Central Administration, you should now see two (2) new
service applications.
- The next step is to verify that the user(s) you selected as service
accounts have the proper permissions for Search. Scroll down the list of
service applications to find the User Profile Service Application
and click on the whitespace next to it (so the ribbon changes). Click
on the Administrators button in the ribbon, under the Operations
section.
- A dialog will appear, with a listing of all the administrator
accounts. Find the account(s) you specified for the service accounts
(when configuring the search service application), and verify that the Retrieve
People Data for Search Crawler checkbox is checked. In this
example, the NT AUTHORITY\NETWORK SERVICE account was used as the
service accounts, so that is the only account I need to verify. Press OK
when you are finished.
- The next step is to verify that the service account(s) you selected
as service accounts have read access to your SharePoint site. Go back to
Central Administration, and under Application Management,
click the Manage Web Applications link.
- Click on whitespace next to the SharePoint – 80 web
application and select the User Policy button in the ribbon
(under the Policy section).
- A dialog will appear. Verify your service account(s) have Full
Read permissions. In this example, the NT AUTHORITY\NETWORK SERVICE
account was used as the service accounts, so that is the only account I
need to verify. Press OK when finished.
Crawling Configuration
Now that the service application is properly configured, the next step is to setup the search crawl, so content is included when a user performs a search.- Open Central Administration and click your search service
application (under Application Management à Manage Service
Applications).
- You are now taken to the main area where you can specify all the
configuration information for search in SharePoint 2010, including
content sources, search crawls, search scopes, and crawl rules.
- In order to setup a search crawl for a SharePoint site, click on the
Content Sources link, under the Crawling
section (on the left hand side of the page). This page will display the
content sources for the search (Local SharePoint Sites is
created by default). Right mouse click on Local SharePoint Sites
to display the context menu, and select Edit.
- The Edit Content Source page is displayed, and this is where you
configure the content source. You are able to specify what URLs the
content source will look through when crawling (under the Start
Addresses section). You can also setup a crawl schedule for the
content source, specify priority for the content source, as well as kick
off a full crawl when you press the OK button.
Search Scopes
Search scopes define specific areas that users can search in, when performing searches from SharePoint. This gives you the flexibility to limit search results to specific content areas in your SharePoint environment.Here are the following steps to configure a search scope. I am using a scope called Data Forms as an example, so you can repeat these steps for whatever search scope you wish to configure.
- Create a content source that corresponds to the search scope you are
configuring.
- When you create the new content source, make sure you add the
subsite location (or folder) in the Start Addresses
that correspond to the area you want the search scope to crawl content
for. Also select Custom – specify page depth and server hops
options under Crawl Settings, with an unlimited page
depth, so the crawler crawls all content under the start address you
specify. Depending on how your content is structured, you may find it
more appropriate to select one of the other crawl settings options.
Press OK when finished.
- You need to create a crawl rule to include the address that
corresponds to your search scope, so the crawler knows to include the
content. Click on Manage Crawl Rule, under the Crawling
section (on the left hand side links) to navigate to the page to create
crawl rules.
- Click on New Crawl Rule, and enter the appropriate URL in
the Path entry area. Select Include all items in
this path, under the Crawl Configuration area.
Selecting Exclude all items in this path will exclude the
content in this rule. The three checkboxes are not necessary, unless you
have specific data that has special crawling considerations. Press OK
when finished.
- The next step is to create the actual search scope. Click on the Scopes
link under Queries and Results section (in the left
hand links area). This will display a page that lists all the search
scopes in the system.
- Clicking on New Scope will display a page that allows you
to create a new search scope. Give the new search scope a title. You can
leave the Target Results Page selection to the default
results page (unless you have a custom search results page created).
Click OK when finished.
- You now need to add a couple of rules to the search scope, so right
mouse click the newly-created search scope, and select Edit
Properties and Rules.
- The Scope Properties and Rules page will display. This
screen allows you to create rules that determine what content is
included or excluded for this search scope.
- Click on New Rule to create another new rule for this
search scope. For our rule, we are including all the content from the
appropriate URL that corresponds to the subsite for the search scope.
Select Web Address from the Scope Rule Type
section, and select the Folder option from the Web
Address section, and enter the appropriate URL. Under the Behavior
section, select the Include option. Press OK
when finished.
- As a last step, make sure you run full crawls on the entire site. This should update the crawled content, and you should be able to perform searches in your SharePoint environment.
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