Tài liệu Module 14: Site Server Integration doc

Contents Overview 1 Expanding Search Options 2 Creating a Custom Search Solution 6 Building Search Pages 20 Review 26 Module 14: Site Server Integration Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Complying with all applicable copyright laws is the responsibility of the user. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation. If, however, your only means of access is electronic, permission to print one copy is hereby granted. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. 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Project Advisor: Janet Wilson Project Lead and Instructional Designer: Anne Bockman (Excell Data Corporation) Instructional Designers: Josh Barnhill (Volt Technical) and Jo Berry (Exchange) Lead Program Manager: Greg Bott Program Managers: Colleena Carr and Chris Boar (Intl Vendor) Graphic Artist: Andrea Heuston (Artitudes Layout and Design) Editing Manager: Lynette Skinner Editor: Jennifer Kerns (S&T Onsite) Copy Editor: Shari G. Smith (R & S Consulting) Online Program Manager: Arlo Emerson (Aditi) Production Support: Irene Barnett (Barnett Communications) Manufacturing Manager: Bo Galford Manufacturing Support: Mimi Dukes (S&T Onsite) Development Services: Kimber Dodge Lead Product Manager: Mary Larson Group Product Manager: Robert Stewart Module 14: Site Server Integration iii Instructor Notes Module 14: Site Server Integration This module provides students with an understanding of the architecture and capabilities of Microsoft ® Site Server Search. At the end of this module, students will be able to describe the purpose, components, and requirements of Site Server Search; plan and create catalog definitions; and add search functionality to a collaborative application. Materials and Preparation This section provides you with the materials and preparation needed to teach this module. Materials To teach this module, you need the following materials:  Microsoft PowerPoint ® file 1593a_14.ppt  Module 14, “Site Server Integration” Preparation To prepare for this module, you should:  Read all the materials for this module.  Read the instructor notes and margin notes for the module. Presentation: 45 Minutes iv Module 14: Site Server Integration Module Strategy Use the following strategy to present this module:  Expanding Search Options Provide an overview of Microsoft Site Server and of search concepts. Explain the architecture of Site Server Search.  Creating a Custom Search Solution Explain how to plan a search system and describe the requirements for crawling Microsoft Exchange Server public folders. Explain how to plan catalog definitions and catalogs that include messages and database records. Describe how to create and configure catalog definitions.  Building Search Pages Explain how to use Query objects and how to collect search criteria from users. Module 14: Site Server Integration 1 Overview  Expanding Search Options  Creating a Custom Search Solution  Building Search Pages At the end of this module, you will be able to:  Explain the purpose and architecture of Site Server Search, a component of Microsoft ® Site Server version 3.0.  Plan a search system that can crawl Microsoft Exchange Server public folders. Plan, create, and configure a catalog definition.  Use script, the Query object, and Active Server Pages (ASP) to create a search page that collects search criteria from users. Slide Objective To provide an overview of the module topics and objectives. Lead-in In this module, you will learn about how to use Site Server to define and build a search catalogue that you can access from within your collaborative application. 2 Module 14: Site Server Integration    Expanding Search Options  Site Server Overview  Search Concepts Overview  Site Server Search Architecture As the Internet and information technology have made it easier to generate and store vast amounts of information, some organizations face the problem of information overload. For example, in many corporations, workers can receive information from such sources as Internet newsgroups, list servers, Web page updates, and discussion groups. Although the availability of information and the accumulated knowledge helps users make better decisions, it also forces them to spend more time sifting through information to find the relevant bits and pieces they need for their job. Users can spend less time sifting and more time analyzing information if corporations enable them to search across multiple, indexed data sources. Microsoft Site Server and Microsoft Exchange Server can perform many functions within an organization, including providing the infrastructure that enables organizations to use collaborative applications that access a variety of internal information sources:  Site Server provides features for full-text indexing, searching, and delivering information.  Exchange Server provides the collaborative infrastructure and functionality that enable you to create Internet newsgroups, threaded discussions, customer contact databases, and custom collaborative applications. Slide Objective To outline this topic. Lead-in By incorporating Site Server and Exchange Server, your collaborative application can access a variety of information within an organization. Module 14: Site Server Integration 3 Site Server Overview Collects and delivers information from multiple sources; also analyzes site structure and site usage. Enables site administration team to submit, approve, and publish site content. Publishing Publishing Catalogs Web sites, Exchange Server folders, file servers, and databases for searching. Search Search Delivery Delivery Site Server is a Web publishing, search, and delivery tool that works with Microsoft Windows NT ® Server and Microsoft Internet Information Server. It enables you to build Web solutions that you can integrate into your collaborative application. Site Server Functions The categories of Site Server functions include:  Publishing functions. Site Server includes tools that allow site administrators—or designated users, such as content authors—to submit, approve, and publish Web content.  Search functions. Site Server indexes documents that are located in file systems, Web sites, Open Database Connectivity (ODBC) databases, and mail servers, such as Exchange Server.  Delivery functions. Site Server collects information from multiple sources and uses Hypertext Transfer Protocol (HTTP) to deliver information to Web browsers. Site Server also enables site administrators to analyze the structure and usage patterns of Web sites. Site Server can also implement content tagging, a structured site vocabulary that authors use to classify the content they create and specify key words for the document. When used in conjunction with the knowledge-management capabilities of Site Server, these tags enable users to find information easily. Slide Objective To describe the main functions of Site Server. Lead-in Site Server includes features that enable publishing, searching, and delivering information through Web browsers. 4 Module 14: Site Server Integration Search Concepts Overview Views Results Crawls Web Sites, File Systems, Exchange Folders, and Databases Search Engine Submits Queries Build Server Build Server Search Server Search Server Web Server Web Server User User Site Server version 3.0 includes a search component called Site Server Search that provides site-administration tools for gathering and indexing information and creating keyword-search capabilities on Web sites. These keyword-search capabilities enable users to make highly specific queries to find and retrieve the information they need. The most efficient way to use Site Server Search is to build searchable document catalogs, which are indexes that contain information about documents, including key words and the location of each document. Catalogs can index many types of documents, such as Microsoft Word documents, e-mail messages, text files, Hypertext Markup Language (HTML) documents, and Microsoft Excel spreadsheets. With Site Server Search, you can build a catalog from documents found in different places throughout a company’s file systems, Web servers, ODBC databases, e-mail servers, and document management systems. Slide Objective To depict how Site Server Search gathers information from various sources and makes it available to users through a search server, Web server, and browser. Lead-in You can use Site Server Search to gather and index information. Module 14: Site Server Integration 5 Site Server Search Architecture Crawls Views Results HTTP Server File System Compiles Catalog Catalog Submits Queries Propagates Catalog Definition Catalog User User 1 1 1 2 2 2 3 3 3 ODBC Database Microsoft Exchange Public Folder Microsoft Exchange Public Folder Search Server Search Server Build Server Build Server Before learning about adding search functionality to a collaborative application, you should understand how Site Server Search finds information in various sources, indexes the information in catalogs, and searches those catalogs to quickly find documents. Finding, Indexing, and Searching Information To locate information, Site Server Search performs the following functions:  Crawls. Site Server Search gathers content by using the build server to perform a crawl (a methodical examination) of files located on the Web servers, file systems, public folders, and ODBC databases that you specify. Site Server Search creates a transaction log documenting all crawls. As Site Server Search gathers content, it extracts either full text or attributes from the documents it finds, depending on your choice. Attributes of documents can include author, key words, and creation date.  Compiles a catalog index. Site Server Search creates catalog indexes on the build server.  Propagates the completed catalog. Site Server Search compiles and propagates the completed catalog to a search server, where it is available for search queries. Slide Objective To depict the architecture of Site Server Search. Lead-in Site Server Search is a component that enables you to find, index, and quickly search for information. 6 Module 14: Site Server Integration    Creating a Custom Search Solution  Planning a Search System  Requirements for Crawling Exchange Server Public Folders  Planning Catalog Definitions  Planning Catalogs to Include Messages and Database Records  Creating Catalog Definitions  Configuring Catalog Definitions Creating a useful search system for your collaborative application requires careful planning. Before you begin planning, you should understand how to extract information from public folders, how to create and configure catalogs, and how to develop a search page. Slide Objective To outline this topic. Lead-in The process of creating a custom search solution for your collaborative application includes steps for planning, creating, configuring, and developing various components of the system. [...].. .Module 14: Site Server Integration Planning a Search System Slide Objective 1 1 To provide examples of server configuration options Lead-in You can configure your search system to use one or more servers for building catalogs and one or more servers for searching catalogs Search Server Search Server 2 2 Build Server Build Server Search Server Search Server Build Server 3 3 Search Server Build Server. .. server that is running Exchange Server You can install Outlook Web Access server from the Exchange Server 5.5 (or later) compact disc The Exchange Server connected to the Outlook Web Access server must be version 5.0 or later 10 Module 14: Site Server Integration Outlook Requirements You can configure Site Server Search to allow site visitors to access public folder messages by using Outlook In this... any sites might object to a high frequency of requests By default, Site Server Search requests up to five documents at one time 12 Module 14: Site Server Integration Restricting the crawl Determine whether to set site rules that limit which sites or paths are crawled For example, you can prevent an intranet crawl from reaching the Internet You can also restrict the crawl to certain paths on a site. .. specify that all documents on one Web site should be crawled, or the policy can specify that each document within a specific number of jumps from the start address should be searched Site and path rules Site rules specify whether Site Server Search crawls or avoids certain Web sites Site rules can also specify whether specific paths on a site should be crawled or avoided Whenever Site Server Search finds... Knowledge Administrators, or Site Server Administrators permissions group within Windows NT Server Conserving Network Bandwidth Generally, you can conserve network bandwidth by placing catalog build servers close to the geographic location where documents are stored and placing the search servers close to the geographic locations from which users will search Module 14: Site Server Integration 9 Requirements... Option 3: Multiple Build Servers with Multiple Search Servers Implementing multiple catalog build servers is useful when accommodating rapidly changing content that you want to crawl frequently (for instance, Exchange Server public folders) or when you have a network of geographically dispersed servers—for example, in a situation with several branch offices 7 8 Module 14: Site Server Integration Changing... the script is run on the server, users can view the search pages from any browser The search pages need to be tested with the catalogs and then placed in a virtual directory on the Web server so that site visitors can use them With Site Server Search, your search pages can log each query for search reporting and use alternative types of query syntax Module 14: Site Server Integration 21 Using Query... other sites, either by creating replicas in the local site or by accessing the other site over a network through site public folder affinity Public folder affinity is a property of the site object that represents the order in which clients make connections to public folder servers in other sites to view public folder contents Public folder affinity is a cost value assigned per site between the other sites... another Web site, it compares the hyperlink to your list of site rules to determine whether to crawl pages on that Web site File types You can specify which types of files to gather for each catalog Access-display mapping You can configure Site Server Search to gather information from one location and display it to your site visitors from another location Propagation servers After Site Server Search... configure Site Server Search to allow site visitors to access public folder messages by using a Web browser through Outlook Web Access To do so, your search system must include an Outlook Web Access server, which is a Windows NT Server computer running Internet Information Server and ASP The Outlook Web Access server does not have to be running on the same server that is running Exchange Server You . search server, Web server, and browser. Lead-in You can use Site Server Search to gather and index information. Module 14: Site Server Integration 5 Site Server. Build Server Build Server Search Server Search Server Web Server Web Server User User Site Server version 3.0 includes a search component called Site Server