IBM IT Training Services. Lotus Software WebSphere Portal. Aya Soffer, Manager, Search Technologies Dept IBM Corporation

Transcription

1 IBM IT Training Services IBM WebSphere Portal and Lotus Workplace technical symposium Session Number: B0F2 Session Title: Text Search and Portal Integration Speaker's Aya Soffer, Manager, Search Technologies Dept. 1

2 Agenda Websphere Portal Search Engine (PSE) Overview and Architecture Main functions Usage Examples and Planning Guidelines Common Components: Lotus Workplace Search Demo Information Resources Q & A 2

3 What is the Portal Search Engine? (PSE) High level functional overview Administrator: indexing / collecting content/documents o o HTTP crawler Indexer component o Text analysis functions (taxonomy, categorizer, language tools, summarizer) o Simple workflow to control what and how gets indexed End-user: search o o o web-style search high precision relevance ranking browse through the collection 3

4 General information Originally developed by IBM Research in Israel Proven technology base with emphasis on search quality Backed by the joint Research and Software group program Institute for Search and Text Analysis Fulltext search technology 100% pure Java implementation Suitable for server as well as client environments Emphasis on highly accurate results - constantly benchmarking and evaluating via official forums such as TREC and INEX internal interfaces allow for convenient integration in IBM products and solutions o o Rich set of APIs suitable for simple and complex implementations Easy to customize and extend - Adapt ranking formulas, extend built-in methods, add new document types IBM strategic component 4

5 Portal Search Engine where used... Portal Search Engine portlet application: Administer multiple indexes (collections), where each may include multiple sites End-user search portlet for both handling search requests and browsing through the documents in the collection Integrated with Portal Document Manager (PDM) Integrated with Lotus Workplace 1.1 Integrated with WebSphere Portal Content Publisher (WPCP) 5

6 New key features with Websphere Portal Version 5 Taxonomies and categorization A taxonomy is a hierarchical representation of a set of categories It includes rules per category that are applied to a document through a categorizer Two types of taxonomies available o o A pre-defined taxonomy allowing for simple manipulation (like renaming of categories and definition of new categories) A rules based taxonomy which can be built and defined by the user Categorization process of assigning a document to category(-ies) Summarization the top 3 key sentences are extracted the first 250 characters of text used for CJK and BiDi type languages Document filters Supports >250 document formats Technology wrapped into the document conversion services (DCS) which add support for additional document formats 6

7 Conceptual overview Index build process Filter Crawler Content Text analysis Components: Categorizer Summarization Document filters 1 2 Metadata injected into original content Approval Workflow Indexer Collection Approved set of Content In-basket 7

8 Creating a new document collection is easy Select the Manage search collections portlet Create a new collection Specify a web site to collect information/content from Click on Start collecting icon/text to initiate the index build process Processing status and status of the index are shown at the bottom of the portlet, for: the selected site the selected collection (index) 8

9 A look at the Manage Collections portlet 9

10 Manage Collections Portlet Options and Status Select Portal Settings Manage Search Index 10

11 End user Search portlet detailed view 11

12 Administration advanced options Portlet for defining a new collection 12

13 Administration advanced options Portlet for defining a new site 13

14 Administration advanced options Portlet for defining a schedule for periodic indexing of a site 14

15 Administration advanced options Portlet for defining filters for sites 15

16 Administration advanced options Portlet for defining destination categories for the site 16

17 Administration advanced options Browse document portlet 17

18 Administration advanced options Search portlet 18

19 Administration advanced options Advanced search portlet 19

20 Usage example Lotus Software WebSphere Portal Goal: provide a community of users with information about competitors in the market How: catalog information such as news articles and related information from external websites Additional steps to take: When creating a collection, select User-defined from the taxonomy pulldown From the main administration portlet choose Category tree in the Manage Collections frame 20

21 Category Tree portlet Build the taxonomy tree then go to Manage Rules to define rules for each category 21

22 What the rule set looks like... a rule is essentially a search query one would use to find such specific documents you can use + and - and and * within the rule 22

23 Last step assign categories to each website 23

24 Result: search and browse 24

25 Planning numbers, performance Index size information approximately 40% to 60% of the textual content size of indexed documents/pages indexing throughput crawling/indexing rate between 100 to 200 documents per minute Search responsiveness typically a search result page is completed and ready for transmission in less than 0.5 seconds 25

26 Additional Information and Resources IBM Resources: Websphere Portal - Websphere Portal Catalog: Websphere Portal Developer s Zone WebSphere Portal Toolkit - Documentation - Education - WebSphere Commerce Portal ibm.com/software/genservers/commerce/portal/ IBM Lotus Workplace 26