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Configuring the Search Account and Searching the Contoso Product Catalog

This topic demonstrates how to configure the SharePoint Search account and how to search the Contoso product catalog. It assumes that you have already set up the reference implementation. Configuring search can be quite complex and this topic only covers the essentials. For more details see Deploy in a simple server farm, Configure the Office SharePoint Server Search service and Plan search.

Configuring the Farm Search Service Account

The search service runs under the farm service account. For security reasons, you must set this account as a domain account in a production farm. To review the details for setting up accounts see Plan for administrative and service accounts** before implementing a production deployment. See Change passwords for the Search service accountsfor instructions to change the search service account. The default settings that are installed by the Partner Portal application will not work because the Local Service account does not have access to the SharePoint configuration database. To enable search to work with the Partner Portal application, you can use the ContosoWinAdmin account that is created by the installation script for this setting. The password is P2ssw0rd$ (P2ssw-zero-rd$).

Configuring the Default Content Access Account

You must specify a default account that has read permissions in order to crawl content. To avoid crawling unpublished versions of documents, make sure that this account does not have administrative privileges on the target server. See Plan for administrative and service accountsand Configure default content access account for more information. For the Partner Portal application, you can use the ContosoWinAdmin account credentials.

Configuring BDC Search

The default account crawls business data that is exposed through the BDC. For more details see the Create content source for business data section in Configure the Office. In order for search to crawl a business data source that is defined by the BDC you must implement a specific finder and an IDEnumerator interface. For more information, see MethodInstance in the BDC documentation. The following procedure configures the BDC search for the Partner Portal.

To configure the BDC search for the Partner Portal
  1. From the Start menu, click Administrative Tools. Click SharePoint 3.0 Central Administration.
  2. In the Quick Launch, click ContosoSSP. The Home page opens.
  3. In the Search area, click Search settings. The Configure Search Settings page appears.
  4. Click Content sources and crawl schedules. The Manage Content Sources page appears.
  5. On the toolbar, click New Content Source. The Add Content Source page appears.
  6. In the Name field, enter ContosoBDCSource.
  7. In the Content Source Type area, select Business Data.
  8. In the Applications area, select Crawl selected applications and check ContosoProductCatalogService.
  9. In the Crawl Schedules area, select None for both the Full Crawl and Incremental Crawl fields.
  10. In the Start Full Crawl area, the Start full crawl of this content source option should be unselected. You will manually start the crawl.
  11. Click OK.

Configuring a Search Scope

Search scopes narrow the search results that are returned to users who are executing a search query. For details on creating scopes and scope rules seeConfigure the Office SharePoint Server Search service. The following procedure sets a scope that limits the search to the Contoso product catalog.

To set the search scope
  1. From the Start menu, click Administrative Tools. Click SharePoint 3.0 Central Administration.
  2. In the Quick Launch, click* ContosoSSP*. The Home page opens.
  3. In the Search area, click Search settings. The Configure Search Settings page appears.
  4. In the Scopes area, click View Scopes. The View Scopes page appears.
  5. In the toolbar, click New Scope. The Create Scope page appears.
  6. In the Title field, enter ContosoBDCScope.
  7. Click OK.
  8. Click Add Rules where it says "Empty - Add Rules" on the newly added scope.
  9. Select the Content Source radio button.
  10. Specify a Content Source from the drop-down list. Click ContosoBDCSource.
  11. Click OK.When you have completed the procedure, SharePoint displays a message saying that it is waiting for the scope to update. The following procedure forces the scope to update.

To force the scope to update
  1. From the Central Administration page, click SharedServices1 on the Quick Launch.
  2. In the Search section, click Search settings.
  3. In the Scopes section, click Start update now.
  4. Click View scopes. Once the update is complete, you will see the status of the ContosoDBScope change to Ready. Navigate to the search area from the partner portal home page, and select search from the menu. In the search box type "x-ray" and click Search. You will probably not get any results. This is because you have not crawled the ContosoBDCSource database.

Crawling the BDC Source

In order to return results from a search query, you must crawl the BDC source. See Configure the Office SharePoint Server Search servicefor details on setting up crawl rules. You can also initiate a manual crawl of the catalog. The following procedure shows how to do this.

To initiate a manual crawl
  1. From the Central Administration page, click SharedServices1 on the Quick Launch.
  2. In the Search section, click Search settings.
  3. Click Content sources and crawl schedules.
  4. Click Start Full Crawl from the context menu for ContosoBDCSource.

More Information

For more information on searching the BDC see Searching Business Data on MSDN, Configure the Office SharePoint Server Search service and SharePoint 2007: BDC - Enabling Search on business data on the Winsmarts.com site.

Last edited May 28, 2009 at 8:00 PM by ckeyser, version 3

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