WebCenter Content Search Options: How Do I Find My #?*! Content? Greg Bollom Fishbowl Solutions

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1 WebCenter Content Search Options: How Do I Find My #?*! Content? Greg Bollom Fishbowl Solutions

2 About Fishbowl Solutions Specializing on portals & content management for 13 years Customers throughout North America & EMEA Enterprise-wide consulting services Packaged software for WebCenter 100+ WebCenter-related projects in last 2 years

3 Agenda Evolution of Search User Experience Search Metrics Evaluating Products Indexing and Security Real World Examples

4 Why Search? Productivity 1 GB of data created per user annually. 91% of users use multiple search tools. 86% users unhappy with search experience. Cost Knowledge workers spend 25% of their time to find information. Self-serve customer service is cheaper. Discovery Find and share information more easily % of leaders find it hard to get information for company-wide decisions. Effective search makes it easier for people to do their job.

5 User Satisfaction Background: Evolution of Search HIGH Verity FAST OracleTextSearch Secure Enterprise Search OracleTextSearch 11g GSA Connector Oracle SES LOW Year

6 What You re Used To Current State Users must know where content exists to find it Department File Shares Intranet Web Sites Content Management Different place to search each system

7 Search Expectations User expectations are changing Proliferation of internet search capabilities Changing demographics

8 Enterprise Search Architecture User Oracle WebCenter Content Content Server Connector Search Engine Other Connectors SharePoint Connector File System Connector Other Sources Microsoft SharePoint Sites Network File Share

9 Content Where is my data located? Databases Content Management Systems Oracle WebCenter, SharePoint, Documentum, FileNet Formats HTML/Documents PDF, MS Office, etc. Social/People Search MS expert finder, social proximity

10 What to Consider When User Experience

11 User Experience Search Suggestions Spelling Suggestions Suggested Links Faceted Classification

12 Search suggestions Similar terms Type-ahead airloader

13 Spelling suggestions Shown after executing a search

14 Suggested Links Use For: Ads & Promotions Featured Products Editor s Picks Suggested Links Highlighted Company Documents Monthly Awareness Campaigns

15 Faceted classification Filter results based on metadata Limits search, particularly helpful when searching for terms with broad meanings

16 Faceted Classification

17 What to Consider When Search Metrics

18 Search Metrics Popular queries Ineffective queries Failed (zero result) queries Total queries/queries per hour

19 Popular queries Users are defining what s important They re also telling you what s hard to find via navigation

20 Ineffective queries Queries with low clickthrough rate (CTR) Search results aren t what users seek

21 Failed (zero result) queries Users looking for something, it s not there Taxonomy valid synonyms? Need to publish something? Need to crawl something? Examples: webcentre documentum to wencenter

22 Total queries/queries per hour Look for usage trends over time Queries per hour will probably mirror your site usage activity Unexpected usage spikes are suspicious, investigate for robots/attacks

23 Result Biasing Tune results for better relevance Increase or decrease item relevancy by: Source Metadata Date Examples: Website vs. Blog Content Press Releases vs. Web Pages Date Biasing

24 What to Consider When Evaluating Enterprise Search Products

25 Purpose of Search and User Expectations Internet vs. Enterprise Reporting vs. Research Metadata vs. Full Text

26 Compare Platforms True results comparison in your organization with your content Consider standard SEO methods to measure/influence relevancy SES Google Fast Page Row Page Row Page Row Direct Deposit Enrollment Benefits Summary Vacation Schedule Example Data

27 Understanding Search Indexing and Security

28 Organizing Content Sites/Collections/Source Groups Security Classifications Search Subsets of Indexed Content Configure Relevancy

29 Indexing Process Crawling Website/HTML Content Internal page links help determine relevancy Feeding (Connectors) MS Office PDF other binary files

30 Crawling Sub- Category Page Detail Pages Category Page Sub- Category Page Detail Pages Search Engine Home Page Category Page Sub- Category Page Detail Pages Sub- Category Page Detail Pages

31 Content Connectors Developed specifically for individual content sources Leverage specific frameworks provided by each search engine vendor May be used to assist with content security

32 Feeding Content Source Content Connector Search Engine Periodically Asks for new or changed content items Feeds list of new or changed content to connector Feeds new or updated content to Search Engine Indexes content

33 Connector Availability and Features Connector Availability and Support Vendor May require additional licensing Partners Custom consider documentation, user communities, and the underlying technologies used Features can vary greatly between search platforms and connector implementation Security Metadata Configuration Performance

34 What to Consider When Searching Secure Content

35 Security Authentication Identifying and validating the user performing the search request, i.e. User Name/Password Authorization Determining which content the user has permission to access. Commonly based on group memberships or specific access granted to users.

36 Authentication Kerberos NTLM SAML Certificates Cookies Connectors/Identity Plugins (SES) Support for more than one?

37 Authorization Index Time Access determined when content is indexed Can be out of date since last index update Most efficient approach Query Time Access is evaluated when search is performed May use individual HTTP HEAD requests, or more efficient batch authorization

38 Real World Examples Oracle Secure Enterprise Search Google Search Appliance

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43 Seek to fully understand your content, your users, and your security.

44 Questions?

45 Additional Information Collaborate12 Search Whitepaper pdf Searching Oracle Content Server/UCM with Oracle Secure Enterprise Search 11g Creating the Search Experience n_searchexp/

46 Additional Resources Web: Facebook: facebook.com/fishbowlsolutions Learn more about Searching WebCenter Content with the Google Search Appliance Join Our Webinar: Tuesday Dec 4th 12:00 PM - 1:00 PM CST Register at