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SharePoint 2010 Search : Replacing the SharePoint Search Engine (part 1) - Google Search Appliance

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7/21/2011 4:26:27 PM
The index architecture can be scaled out to handle around 100 million items, custom connectors can be built through the BCS so the index can access custom content sources, and the user interface can be customized as needed to help users connect with content. While the capabilities of SharePoint 2010 Search are extensive, some organizations may need functionality beyond that which is supported by the native platform. Depending on the needs, custom development may be the most appropriate option. If custom development does not match an organization's time requirements, budget, or available skillset, third-party tools can be added to build out SharePoint 2010's functionality. There are, however, certain cases where these options still do not address the needs of an organization. In these cases, it may be necessary to replace SharePoint 2010's search architecture.

These include limitations such as the number of suggestions that can be presented for each refiner category, a lack of document previews, and the limited ability to customize search interfaces to user context. These limitations can be overcome through commercially available SharePoint extensions. Back-end limitations, by contrast, are directly tied to the core architecture of the search solution. Back-end limitations include those such as the number of items that can be indexed, the ease of access into content sources, and manipulation of relevancy. A summary of the major back-end limitations can be found at the end of this section in Table 1. Unlike the front-end user-side features, which can be enhanced through simple customization or commercial extensions, back-end limitations require complete replacement of the search architecture and index pipeline.

1. Replacement Considerations

The decision to replace the search components in SharePoint 2010 is not one that should be taken lightly. While there are many search engines available that can integrate into SharePoint 2010, none does so without consequence. All search engine replacements will require additional time to set up, configure, and manage. They can bring advantages; but for many organizations the disadvantages brought by the complexities of mixing technologies in one farm do not justify the change. When analyzing potential replacements for SharePoint 2010 Search, it is important to fully understand the answers to these questions.

  • Do I need to index more than 100 million items? SharePoint 2010 is capable of handling up to 100 million items if properly scaled. There are few organizations in the world that break this limit. For organizations that need to index more content than SharePoint 2010 is capable of supporting, replacing SharePoint 2010's native search pipeline is necessary. This is the single most compelling reason to replace SharePoint 2010 Search.

  • Do I have an enterprise agreement for SharePoint? Currently, Microsoft's replacement of the native SharePoint 2010 search engine, FAST Search Server for SharePoint 2010, is available only to deployments of the enterprise version of SharePoint. Organizations that purchase the extension must be at the ECAL level.

  • Do I have the time to manage a more complex enterprise search engine? While some enterprise search engine replacements are marketed to be easier to manage, all bring the inherent complexity of another major solution to manage. Unlike a search extension, which adds onto SharePoint, replacing the search engine requires management of a second set of search index architecture and software. The time it will take to rebuild sites, manage metadata, secure permissions, and maintain additional physical servers should be taken into account.

  • Can the additional user interface features I need be achieved through an extension of SharePoint or do I need to replace the core search engine? It makes no sense to replace the entire search engine just to achieve deep numbered refiners. Comparatively inexpensive commercial solutions are available to meet these more basic needs. Unfortunately, countless enterprise search engine replacement projects are started on this illogical premise. Well-managed organizations don't pay hundreds of thousands of dollars for the complexity of a search engine replacement when a simple Web Part will fix the need. Before determining that SharePoint search needs to be replaced, first look at how it can be enhanced. Enhancements are generally much less expensive, time-consuming, and disruptive to users.

  • Do I have the budget? Enterprise search engines are expensive. Be prepared to allocate a budget starting at US$30,000 for a minimal search engine replacement such as a single-server Google Search Appliance. For enterprise-level search engines such as Autonomy, Endeca, or FAST Search Server for SharePoint 2010, be prepared to expect software costs that start at US$100,000. Then be sure to appropriately budget for additional hardware, professional services, maintenance, and training.

If, after analyzing answers to these questions, the organization still needs to replace SharePoint 2010 Search, there are many solutions to consider. Enterprise search providers such as Endeca, Autonomy, Coveo, Google, and FAST all offer solutions that can replace SharePoint 2010's search architecture. The enterprise search engines offered by these companies are designed to be extremely scalable and crawl a broad range of content sources. In addition, they allow administrators significantly more influence over the index pipeline and relevancy. Each enterprise search provider caters to a slightly different set of needs. Considering the significant investment and impact, if an organization needs to replace SharePoint 2010 Search, it is best to contact each vendor and conduct a thorough analysis of the available options.

The most widely popular replacements for SharePoint 2010's native search are the solutions offered by Google and Microsoft.

2. Google Search Appliance

Google's offering, the Google Search Appliance (GSA), is designed to be a straightforward plug-and-play solution to enterprise search. It is a packaged combination of a standard rack-mounted server and administrative software that can be plugged into a server rack to provide an instantly scalable on-premise search solution for web sites and intranets.

The GSA found a rise in popularity in MOSS 2007 for several reasons. Sadly, the most noteworthy reason for the popularity of the GSA is its brand presence, since it is offered by the world's leading global search provider. Implementations on SharePoint also increased on SharePoint due to new migrations from file shares to MOSS 2007, which saw a drastic jump in popularity over its predecessors. Many organizations owned Google Search Appliances for their web sites or file shares, and found a way to justify them in MOSS 2007. Its uptake also greatly benefited from the limited search architecture scaling available in MOSS 2007. The GSA was able to take advantage of a brute-force approach to searching massive amounts of documents spread across many content sources. Simply adding another GSA decreased crawl times and increased the maximum index size as well as search speed. It provided benefits over MOSS's search user interface, which included dynamic navigation, advanced query syntax, query suggestions, automatic spellcheck, and result groupings based on topic. It also opened up a broad range of reporting and analysis features through Google Analytics not available in MOSS 2007. Some of these analytics can be seen in Figure 1.

Figure 1. Google Search Appliance Analytics

With SharePoint 2010, it is apparent that Microsoft took note of the loss of market share around search. The majority of the features that made the Google Search Appliance stand out in the MOSS 2007 era were integrated into native SharePoint 2010. The search user interface features such as related queries, query syntax, and refiners have all been integrated into SP2010. Figure 2 shows the GSA search experience on the platform, and it is helpful for understanding the basic user interface differences. In addition to the decreased gap in the user interface, with the capabilities of the BCS, developers can more easily connect SharePoint to a wide range of content sources. SharePoint 2010's native search architecture is also significantly more scalable than MOSS 2007.

Figure 2. Google Search Appliance results in SharePoint

While the improvements in SharePoint 2010 Search greatly reduce the feature gap between the Google Search Appliance and SharePoint, there are some remaining benefits to Google. Depending on the GSA model an organization chooses to implement, the index is marketed to be infinitely scalable to billions of items. By contrast, SharePoint 2010's index is capped around 100 million items. The GSA does support more content sources out of the box without knowledge of the connector framework. This is important for organizations that want to easily connect to content located in EMC Documentum, IBM FileNet, Hummingbird, Lotus Notes, Oracle Content Server, and SAP KM.

It is also noteworthy to mention that Google's relevancy is primarily beneficial in the public domain. The factor of relevancy combined with a questionable history of security is partly the reason most GSA deployments can be found on public sites and not intranets. The technique of crawling global web sites is quite different than the techniques used to provide relevant search results on an intranet. Global search engines are used to connect people with general information scattered around the Web. They function similarly to the yellow pages, in that people are frequently searching for general concepts and not specific items. For example, like the yellow pages, on a global search engine, users may search for general concepts, such as shoe stores in their city. They are not frequently searching for a specific pair of shoes located at a specific branch of a store. If users want to find a specific pair of shoes at a specific store, they do a global search to find the store's web site, and then call or search again within the web site using the site's search engine. The user experience when searching within intranets is quite the opposite. They are generally looking for a specific item, authored by a specific person, within a specific site. The ability to present relevant results based on this specificity is what makes SharePoint's relevancy shine on intranets.

Although the Google Search Appliance is one of the least expensive options for replacing SharePoint 2010 Search, it is still not cheap. Management of search still requires time and attention. Setup time is slightly less than the amount of time necessary to set up search in SharePoint 2010, but not drastically reduced. Pricing for the appliance, which includes both hardware and software, is based on the number of indexed documents. At the end of 2010, pricing for the basic appliance model started around US$30,000 for a two-year contract and the ability to index 500,000 items. The basic model can be scaled to support up to 10 million items, and the more powerful model can support up to 30 million items per appliance. Unlike most enterprise search platforms, which charge a one-time license fee and annual support, Google licenses the GSA in two- or three-year leases. When the contract period expires, the unit stops serving data. It can then be returned or replaced with initiation of a new contract.

NOTE

Google's search appliance is not the same as Google Mini. Google Mini is a simple search engine for use with less than 100,000 items, and is primarily designed for web sites. SharePoint 2010's search capabilities are significantly more advanced than Google Mini, and as a result it would not be a viable replacement for SharePoint search.

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