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SharePoint 2010 : Configuring Search Settings and the User Interface - Web Parts (part 1)

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3/17/2013 11:27:47 AM

SharePoint 2010 contains new Web Parts as well as significant improvements to existing Web Parts in SharePoint 2007. What is immediately clear from looking at the Web Part settings is how XSL template management and included properties configuration (called columns in the Web Part settings) have been changed to be centrally managed by default from Central Administration.  This supports both central management of the look and feel as well as the new federated structure. Another noticeable thing about search Web Parts is the new Locations selector. In SharePoint 2007, the architecture was based on Shared Services Providers. Now it is based on Search service applications (SSA), which are constructed around a federated model. Even searching locations in SharePoint (the SharePoint search index and property store) is a federated search. This is reflected in the new Web Part settings.

Web Part Settings

Web Part settings are stored individually for each instance of a Web Part. They are also configured directly from the Web Part itself. To start editing Web Parts, click the Page tab on the ribbon and click Edit (Figure 1). This will change the page to Edit mode. If the ribbon is not showing, it can be enabled from the Site Actions menu.

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Figure 1. Ribbon with Page tab active

Open the appropriate Web Part context menu, and choose Edit Web Part (Figure 2). This will open the Web Part settings menu. Note that the Web Part settings menu is located in the upper right corner of the Web Part page and that the page does not automatically scroll to that location, so it might be required to manually scroll to the top of the page to find the settings menu.

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Figure 2. Accessing Web Part settings

The Web Part context menu also contains options for deleting the Web Part or exporting it. Web Parts that are exported preserve their configuration. This means that a configured Web Part can be exported and later imported again either in the same place or on a different Web Part page with the same configuration. The following sections will cover the settings most administrators should know or consider changing when planning to utilize search in SharePoint.

Search Box

The Search Box Web Part is used to receive the user query input and forward the input to a search results page. In this section, we will look at the following search-related settings (Figure 3) of the search box: Scopes, Query Redirection, Query Suggestions, and Additional Query Terms.

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Figure 3. Search Box settings

As with all Web Parts in search centers, both the search pages and the search result pages contain a Search Box Web Part. Those are configured independently. This is especially useful, as the search dialog Web Part on multiple search pages can redirect to the same search result page. This allows a customized look, feel, and behavior of the search dialogs located on different search and search result pages, without the hassle of creating multiple result pages.

Scopes

The search box can be configured to use scopes in a number of different ways (Figure 4). Either a scope can be used implicitly or a scope drop-down can be configured to be displayed. This allows the user to select which scope to search. It is preferable to provide a description for the drop-down label to help users identify the purpose of the scopes. Real-life experience shows that users are often reluctant to use advanced search features, such as scopes, if it is not very clear to them why they can benefit from them.

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Figure 4. Choosing a scope visibility mode

From the Scopes drop-down (Figure 5), you can configure which scopes should be displayed. This way the search box can be configured to either use hard-coded scope settings or to receive its scope setting from the URL parameter.

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Figure 5. Possible scope visibility modes

“Contextual scope” means the displayed scope selector will show scopes defined for the current site context. The default setting is to use the default scope of the target results page. Other options are to use the URL parameter, which could be relevant if the query is redirected from another search center, or another external link from where a specific scope should be set as default.

Query Redirection

Query redirection (Figure 6) enables the performed query to be redirected to a search results page on another search center. Redirection is especially useful for when putting search dialogs on custom pages outside the search centers. This way the creator can choose which search center should handle the query while still allowing the search to be performed using a specific scope (given that the results page is configured to use the scope from the URL parameter). Query redirections are configured by specifying the “Target search result page URL”. The URL should be entered as a relative path.

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Figure 6. Setting query redirection to a specific results page

The scope display group defines the group of scopes that should be displayed to the user. This way the creator of the search center or the page containing the search dialog can choose which subset of the available scopes to enable for the given search box.

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