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Configure result sources for web content management in SharePoint Server 2013

SharePoint 2013
 

Applies to: SharePoint Server 2013

Topic Last Modified: 2014-06-17

Result sources limit searches to certain content or to a subset of search results. SharePoint Server 2013 provides 16 pre-defined result sources. The pre-configured default result source is Local SharePoint Results. You can specify a different result source as the default. In addition to the pre-configured result sources, SharePoint Server 2013 automatically creates a result source when you connect a publishing site to a catalog, and adds it to the result sources in the publishing site. This result source limits search results to the URL of the catalog. For more information about result sources, see "Plan result sources and query rules" in Plan search for cross-site publishing sites in SharePoint Server 2013.

In this article:

NoteNote:
Because SharePoint 2013 runs as websites in Internet Information Services (IIS), administrators and users depend on the accessibility features that browsers provide. SharePoint 2013 supports the accessibility features of supported browsers. For more information, see the following resources:

We recommend that you set up the publishing site, integrate a catalog, and configure category and catalog item pages before you begin to create result sources. This is because you can then more easily test and verify how the different result sources apply to the different Search Web Parts that you have on the site.

You can create a result source for a Search service application, a site collection, or a site. The following table shows the permissions that are required to create a result source at each level, and where the result source can be used.

Levels and permissions for result sources

When you create a result source at this level You must have this permission The result source can be used in

Search service application

Search service application administrator

All site collections in web applications that consume the Search service application

Site collection

Site collection administrator

All sites in the site collection

Site

Site owner

The site

To create a result source
  1. Depending on the level at which you want to create the result source, do one of the following:

    • To create a result source for a Search service application:

      1. Verify that the user account that performs this procedure is an administrator on the Search service application.

      2. In Central Administration, in the Application Management section, click Manage service application.

      3. Click the Search service application for which you want to create a result source.

      4. On the Search Administration page for the Search service application, on the Quick Launch, in the Queries and Results section, click Result Sources.

    • To create a result source for a site collection:

      1. Verify that the user account that performs this procedure is a site collection administrator on the publishing site collection.

      2. On the publishing site collection, on the Settings menu, click Site Settings.

      3. On the Site Settings page, in the Site Collection Administration section, click Search Result Sources.

    • To create a result source for a site:

      1. Verify that the user account that performs this procedure is a member of the Owners group on the publishing site.

      2. On the publishing site, on the Settings menu, click Site Settings.

      3. On the Site Settings page, in the Search section, click Result Sources.

  2. On the Manage Result Sources page, click New Result Source.

  3. On the Add Result Source page, in the General Information section, do the following:

    1. In the Name box, type a name for the result source.

    2. In the Description box, type a description of the result source.

  4. In the Protocol section, select one of the following protocols for retrieving search results:

    • Local SharePoint, the default protocol, provides results from the search index for this Search service application.

    • Remote SharePoint provides results from the index of a search service in another farm.

      ImportantImportant:
      To use the Remote SharePoint protocol to get search results in one SharePoint Server 2013 on–premises farm from the index of another SharePoint Server 2013 on–premises farm, you must configure the farm that receives the queries to trust the farm that sends the queries. For information about how to do this, see Configure trust for search between two SharePoint Server 2013 farms.
    • OpenSearch provides results from a search engine that uses the OpenSearch 1.0/1.1 protocol.

    • The Exchange protocol only enables you to discover Exchange Server 2013 contentvides results from Microsoft Exchange Server 2013 through a SharePoint 2013 eDiscovery Center. Click Use AutoDiscover to have the search system find an Exchange Server 2013 endpoint automatically, or type the URL of the Exchange web service to retrieve results from — for example, https://contoso.com/ews/exchange.asmx.

      NoteNote:
  5. In the Type section, select SharePoint Search Results to search the whole index, or People Search Results to enable query processing that is specific to people search.

  6. In the Query Transform field, do one of the following:

    • Leave the default query transform (searchTerms) as is. In this case, the query will be unchanged since the previous transform.

    • Type a different query transform in the text box.

    • Use the Query Builder to configure a query transform by doing the following:

      1. Click Launch Query Builder.

      2. In the Build Your Query dialog box, optionally build the query by specifying filters, sorting, and testing on the tabs as shown in the following tables.

      • On the BASICS tab

        Keyword filter

        You can use keyword filters to add pre-defined query variables to the query transform. You can select pre-defined query variables from the drop-down list, and then add them to the query by clicking Add keyword filter.

        For an overview of query variables, see Query variables in SharePoint Server 2013.

        Property filter

        You can use property filters to query the content of managed properties that are set to queryable in the search schema.

        You can select managed properties from the Property filter drop-down list. Click Add property filter to add the filter to the query.

      • On the SORTING tab

        Sort results

        In the Sort by menu, you can select a managed property from the list of managed properties that are set as sortable in the search schema, and then select Descending or Ascending. To sort by relevance, that is, to use a ranking model, select Rank. You can click Add sort level to specify a property for a secondary level of sorting for search results.

        NoteNote:
        Sorting of search results is case sensitive.

        Ranking Model

        If you selected Rank from the Sort by list, you can select the ranking model to use for sorting.

        Dynamic ordering

        You can click Add dynamic ordering rule to specify additional ranking by adding rules that change the order of results within the result block when certain conditions are satisfied.

      • On the TEST tab

        Query text

        You can view the final query text, which is based on the original query template, the applicable query rules, and the variable values.

        Click Show more to display the options in the following rows of this table.

        Query template

        You can view the query as it is defined in the BASICS tab or in the text box in the Query transform section on the Add Result Source page.

        Query template variables

        You can test the query template by specifying values for the query variables.

  7. On the Add Result Source page, in the Credentials Information section, select the authentication type that you want for users to connect to the result source.

You can set any result source as the default result source. Specifying a result source as default can make it easier to edit the query in Search Web Parts. For example, when you add a Content Search Web Part to a page, the Web Part automatically uses the default result source. For more information, see Configure Search Web Parts in SharePoint Server 2013.

To set a result source as default
  1. Perform the appropriate procedures in the following list depending on the level at which the result source was configured.

    • If the result source was created at the Search service application level, do the following:

      1. Verify that the user account that performs this procedure is an administrator for the Search service application.

      2. In Central Administration, in the Application Management section, click Manage service applications.

      3. Click the Search service application for which you want to set the result source as default.

      4. On the Search Administration page, in the Queries and Results section, click Result Sources.

    • If the result source is at the site collection level, do the following:

      1. Verify that the user account that performs this procedure is a site collection administrator on the publishing site collection.

      2. On the publishing site collection, on the Settings menu, click Site Settings.

      3. On the Site Settings page, in the Site Collection Administration section, click Search Result Sources.

    • If the result source is at the site level, do the following:

      1. Verify that the user account that performs this procedure is a member of the Owners group on the publishing site.

      2. On the publishing site, on the Settings menu, click Site Settings.

      3. On the Site Settings page, in the Search section, click Result Sources.

  2. On the Manage Result Sources page, point to the result source that you want to set as default, click the arrow that appears, and then click Set as Default.

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