規劃 SharePoint Server 的混合式同盟的搜尋Plan hybrid federated search for SharePoint Server

摘要:規劃如何設定 SharePoint 混合式環境,讓使用者搜尋中心搜尋時顯示同盟的混合式結果。Summary: Plan to configure a SharePoint hybrid environment so that user searches from a Search Center display hybrid federated results.

SharePoint 混合式環境可讓您提供整合功能和服務與功能的 SharePoint Online 的 Office 365 與 SharePoint Server 間的資料存取的混合式方案。SharePoint 混合式同盟搜尋與使用者搜尋中心搜尋時顯示混合式結果--亦即結果來自 SharePoint Server 2013 和 SharePoint Online 搜尋索引。A SharePoint hybrid environment enables you to provide hybrid solutions that integrate functionality and data access between services and features of SharePoint Online in Office 365 and SharePoint Server. With SharePoint hybrid federated search, user searches from a Search Center display hybrid results—that is, results from both the SharePoint Server 2013 and SharePoint Online search indexes.

顯示同盟的混合式搜尋解決方案的選項Options for displaying hybrid federated search solutions

您可以設定 SharePoint 混合式同盟搜尋,讓它的運作方式的其中之一或二者下列兩種方式:You can set up SharePoint hybrid federated search so that it works in either or both of the following two ways:

您可以先設定任一搜尋選項然後 (選擇性) 也設定任何時候另一個。You can set up either search option first, and then optionally also set up the other one at any time.

觀賞影片關於某些混合式 SharePoint 搜尋背後的主要概念。(長度: 9 分 20 秒)Watch a video about some of the main concepts behind hybrid SharePoint Search. (Length: 9 minutes 20 seconds)

您決定是否要設定混合式同盟的搜尋 SharePoint 伺服器陣列 (輸出混合式搜尋),或在 SharePoint Online (輸入混合式搜尋),或兩者?可以相依的組件在其上部署使用者運作中其所需要的內容為何,並儲存該內容。How do you decide whether to set up hybrid federated search in the SharePoint Server farm (outbound hybrid search), or in SharePoint Online (inbound hybrid search), or both? That can depend in part on which deployment users are working in, what content they will need, and where that content is stored.

輸出混合式搜尋設定,通常最簡單的同盟的混合式搜尋解決方案主要是因為其不需要反向 proxy 裝置的設定。也有通常最安全的同盟的混合式搜尋解決方案因為與輸入混合式搜尋不同的是它不會包含從網際網路接收來路不明的通話。Outbound hybrid search is generally simplest hybrid federated search solution to configure, primarily because it doesn't require configuration of a reverse proxy device. It is also generally the safest hybrid federated search solution because, unlike inbound hybrid search, it doesn't involve receiving unsolicited calls from the Internet.

針對使用者的便利性,很有用來設定混合式部署中的同盟搜尋大多數使用者使用的儲存。如此一來,使用者不能移至遠端部署來搜尋的內容。For the convenience of users, it can be beneficial to set up hybrid federated search in the deployment where most users are working. That way, users don't have to go to the remote deployment to search for content.

基於效能考量,很有用來設定混合式部署中的同盟搜尋儲存大部分的內容。從本機部署大部分的搜尋結果時,為可能是小於整體查詢延遲 (所有其他正在等於) 是否比許多結果的事項從遠端部署。此外,一般而言,當使用者按一下針對本機內容的搜尋結果,以開啟該內容的回應時間會比若要開啟 [遠端儲存的內容是說過更快。這是特別為 true 的大型檔案。For performance reasons, it can be beneficial to set up hybrid federated search in the deployment where most of the content is stored. If most of the search results are from the local deployment, the overall query latency is likely to be less (all other things being equal) than if many results are from the remote deployment. Also, in general, when a user clicks a search result for local content, the response time to open that content will be faster than it would be to open content that is stored remotely. This is especially true for large files.

它可以是合理設定混合式的任何下列情況下兩個部署中的同盟搜尋:It can be reasonable to set up hybrid federated search in both deployments under any of the following circumstances:

  • 許多使用者正在中一個部署工作和其他許多使用者正在中其他部署工作。Many users are working in one deployment and many other users are working in the other deployment.

  • 有多少的內容是一個部署中也有多少其他部署中。Much of the content is in one deployment and much is in the other deployment.

  • 大部分的使用者會使用一個部署中,大部分的內容位於其他部署。Most users are working in one deployment and most of the content is in the other deployment.

重要

如果您不想的 SharePoint Online 能夠檢視因法規或法律或地區性條件約束而使用者則您不應設定 SharePoint Online 中可能會傳回結果的任何混合同盟搜尋的 SharePoint Server 中的內容包含 SharePoint Server 內容。如需詳細資訊,請參閱刪除項目從搜尋索引或 SharePoint Server 中的搜尋結果If there is content in SharePoint Server that you don't want users of SharePoint Online to be able to view due to regulatory or legal or geopolitical constraints, then you should not set up any hybrid federated search in SharePoint Online that could return results that include that SharePoint Server content. For more information, see Delete items from the search index or from search results in SharePoint Server.

此區段涵蓋的混合式部署程序已完成執行每個可能的 SharePoint 混合式前階段同盟搜尋設定]。This section covers the phases of the hybrid deployment process that you have to complete before you perform each of the possible SharePoint hybrid federated search configurations.

本節內容:In this section:

您可以設定 SharePoint Server 以顯示同盟的混合式搜尋結果之前,您必須完成中的所有步驟設定混合式同盟的搜尋從 SharePoint 伺服器至 SharePoint Online-藍圖。您也必須執行下列:Before you can configure SharePoint Server to display hybrid federated search results, you have to complete all the steps in the Configure hybrid federated search from SharePoint Server to SharePoint Online - roadmap. You must also do the following:

  • 在 SharePoint Server 部署中,執行至少一個編目,讓的 SharePoint Server 搜尋索引中的內容]。(必須也要編目的 SharePoint Online 的內容,但沒有因為 SharePoint Online 編目其內容自動參加的)。如需詳細資訊,請參閱 < Manage crawling in SharePoint ServerPerform at least one crawl in the SharePoint Server deployment, so that there is content in the SharePoint Server search index. (The SharePoint Online content must also be crawled, but you don't have to attend to that because SharePoint Online crawls its content automatically.) For more information, see Manage crawling in SharePoint Server.

  • 建立 SharePoint Server 部署中的企業搜尋中心所使用的企業搜尋中心範本建立新的網站集合。如需詳細資訊,請參閱 < Create in SharePoint Server 搜尋中心網站Create an enterprise Search Center in the SharePoint Server deployment by using the Enterprise Search Center template to create a new site collection. For more information, see Create a Search Center site in SharePoint Server.

您可以設定 SharePoint Online 顯示同盟的混合式搜尋結果之前,您必須完成中的所有步驟設定混合式同盟的搜尋從 SharePoint Online 至 SharePoint Server-藍圖Before you can configure SharePoint Online to display hybrid federated search results, you have to complete all the steps in the Configure hybrid federated search from SharePoint Online to SharePoint Server - roadmap.

此外,必須執行至少一個編目在 SharePoint Server 部署中,讓的 SharePoint Server 搜尋索引中的內容]。(必須也要編目的 SharePoint Online 的內容,但沒有因為 SharePoint Online 編目其內容自動參加的)。如需詳細資訊,請參閱 < Manage crawling in SharePoint ServerIn addition, you have to perform at least one crawl in the SharePoint Server deployment, so that there is content in the SharePoint Server search index. (The SharePoint Online content must also be crawled, but you don't have to attend to that because SharePoint Online crawls its content automatically.) For more information, see Manage crawling in SharePoint Server.

本節內容:In this section:

部署混合式同盟的搜尋之前,強烈建議您測試本機搜尋無論您打算部署混合式同盟的搜尋,例如,SharePoint Online 中或在 SharePoint Server 中的部署中。該次疑難排解直到您已順利運作的本機搜尋本機搜尋相關發生任何問題。如此一來,如果搜尋相關的問題發生之後部署混合式同盟的搜尋,您可能必須進一步了解是否這些問題可能是歸因混合同盟搜尋。Before you deploy hybrid federated search, we strongly recommend that you test local search in whichever deployments you plan to deploy hybrid federated search, such as in SharePoint Online or in SharePoint Server. At that time, troubleshoot any issues that arise that are related to local search, until you have local search working smoothly. That way, if search-related issues arise after you deploy hybrid federated search, you might have a better idea whether those issues might be attributable to hybrid federated search.

例如,混合同盟搜尋] 中的兩個部署的搜尋結果會不顯示同步,這表示直到皆可使用這兩種部署結果未顯示任何結果。原因,如果有大量的查詢延遲不太可能是立即正式版本是否從一個部署或其他取得結果造成延遲。因此,在部署混合式同盟的搜尋之前,測試本機搜尋效能來決定查詢延遲的基準。您可以執行模擬使用者查詢負載測試。部署混合式同盟的搜尋之後,再試的相同的測試。如果查詢延遲增加部署混合式同盟的搜尋之後,您可能因為從遠端部署取得搜尋結果的延遲。遠端部署可能會回應的速度過慢或可能會有網路相關的延遲而造成因素影響,例如低網路頻寬或地理兩個部署之間的距離。For example, in hybrid federated search, search results from the two deployments are displayed synchronously, which means that no results are displayed until results from both deployments are available. For this reason, if there is significant query latency, it is not likely to be immediately evident whether getting results from one deployment or the other is causing the lag. Therefore, before you deploy hybrid federated search, test local search performance to determine benchmarks for query latency. You can do this by running tests that simulate the user query load. Then try the same tests after you deploy hybrid federated search. If there is an increase in query latency after you deploy hybrid federated search, it might be due to a delay in getting search results from the remote deployment. The remote deployment might be slow to respond, or there might be network-related delays caused by factors such as low network bandwidth or geographical distance between the two deployments.

規劃要建立結果來源和查詢規則的位置Plan where to create the result source and query rule

當您設定任一輸出或輸入混合式搜尋時,有兩個主要步驟。您想要能夠取得同盟的混合式搜尋結果的使用者部署中執行下列步驟。第一個步驟是建立結果來源,指定要取得遠端搜尋結果的位置。例如,如果您要設定輸出搜尋,您建立結果來源以指定做為取得搜尋結果的遠端提供者的 [SharePoint Online 的 SharePoint 伺服器陣列中。在第二個步驟中,您可以建立查詢規則。時就會引發查詢規則,使搜尋結果從遠端部署,以顯示結果區塊中,名本機部署中的搜尋結果頁面上的個別群組中的內容。When you configure either outbound or inbound hybrid search, there are two main steps. You perform these steps in the deployment in which you want users to be able to get hybrid federated search results. The first step is to create a result source, which specifies where to get remote search results from. For example, if you are configuring outbound search, you create a result source in the SharePoint Server farm that specifies SharePoint Online as the remote provider to get search results from. In the second step, you create a query rule. When the query rule fires, it causes search results from content in the remote deployment to be displayed in a separate group, called a result block, on a search results page in the local deployment.

您可以在 Search service 應用程式層級 in SharePoint Server (或租用戶層級的 SharePoint Online),或網站集合層級或網站層級建立結果來源和查詢規則。如果您在 Search service 應用程式層級建立結果來源、 結果來源將可以在相同的層級建立的任何查詢規則,也能建立網站集合或該 consum 是 web 應用程式中的網站的任何查詢規則es Search service 應用程式。另外,如果您在 Search service 應用程式層級建立結果來源和查詢規則,然後他們方法可能比較容易以關注,並通常可以復原但如果是在災害復原的案例。不過,在網站集合層級或網站層級建立結果來源和查詢規則的各種是維護的結果來源和查詢規則的管理工作在該層級,執行使搜尋服務應用程式系統管理員都不會有參加給它。You can create the result source and query rule at the Search service application level in SharePoint Server (or at the tenant level in SharePoint Online), or at the site collection level, or the site level. If you create the result source at the Search service application level, the result source will be available to any query rule that is created at the same level, and also to any query rule that is created for a site collection or site that is in a web application that consumes the Search service application. Also, if you create the result source and query rule at the Search service application level, then they might be easier to keep track of, and they can generally be recovered in the case of a disaster recovery scenario. However, the advantage of creating the result source and query rule at the site collection level or the site level is that the administrative work of maintaining the result source and query rule is performed at that level, so that the Search service application administrator doesn't have to attend to it.

規劃要在何處顯示結果區塊從遠端部署Plan where to display the result block from the remote deployment

在您建立的混合式同盟搜尋的查詢規則,您可以設定從遠端部署會顯示在搜尋結果 (上方的所有結果從本機部署),第一頁的頂端或透過相關性比較排名的結果區塊從本機部署至結果 d。測試及疑難排解,最好,讓您可以輕易請參閱顯示結果區塊在第一頁的頂端的搜尋結果。這可讓您輕鬆以確認結果從遠端部署所要顯示在結果區塊,並確認該按一下自訂的結果不會造成中顯示搜尋結果的目標的錯誤。完成測試及疑難排解之後,您可以編輯之查詢規則,讓結果區塊透過從本機部署相較於結果的相關性排名。依相較於本機搜尋結果的相關性排名結果區塊此設定為一般使用者更多有用的。In the query rule that you create for hybrid federated search, you can configure the result block from the remote deployment to be shown at the top of the first page of search results (above all of the results from the local deployment), or to be ranked by relevance compared to the results from the local deployment. For testing and troubleshooting, it's best to show the result block at the top of the first page of search results so that you can readily see it. This makes it easy to verify that results from the remote deployment are being displayed in the result block, and to verify that clicking a result does not result in an error in displaying the target of the search result. When you're done testing and troubleshooting, you can edit the query rule so that the result block is ranked by relevance compared to results from the local deployment. This setting that ranks the result block by relevance compared to local search results is typically more useful for users.

請考慮只針對特定搜尋提供同盟的混合式搜尋結果Consider providing hybrid federated search results only for certain searches

設定混合式同盟的搜尋最簡單的方法是建立查詢規則就會引發並取得結果從遠端部署對於任何查詢文字本機部署中。或者,將可避免從遠端部署取得搜尋結果的延遲,您可以建立一或多個查詢規則,將會引發並取得搜尋結果從遠端部署只有特定搜尋,例如搜尋您知道,其遠端部署中有相關的內容。例如,如果有內容有關使用特定的內部軟體工具遠端部署中,您可以指定查詢中的條件規則使僅觸發此規則如果搜尋查詢會包含工具的名稱。當您建立查詢規則時,您也可以縮小其藉由指定範圍的規則是只從特定類別 (根據主題中的類別字詞的受管理的中繼資料服務應用程式字詞庫),或藉由指定規則只會執行(根據可說明使用者在受管理的中繼資料服務應用程式的字詞庫中字詞) 特定使用者區段中的使用者所要執行。The easiest way to configure hybrid federated search is to create a query rule in the local deployment that fires and gets results from the remote deployment for any query text. As an alternative that will avoid delays in getting search results from the remote deployment, you can construct one or more query rules that will fire and get search results from the remote deployment only for certain searches, such as searches for which you know that there is relevant content in the remote deployment. For example, if there is content in the remote deployment about using a particular in-house software tool, you can specify conditions in a query rule so that the rule will fire only if a search query contains the name of the tool. When you create a query rule, you can also narrow its scope by specifying that the rule is only to be performed from certain categories (based on terms for topic categories in the term store of a Managed Metadata service application), or by specifying that the rule is only to be performed by users in certain user segments (based on terms that describe users in the term store of a Managed Metadata service application).

訓練使用者如何在 SharePoint 混合式環境中取得Train users how to get around in the SharePoint hybrid environment

混合式同盟搜尋與搜尋結果的目標可能文件或網站遠端部署中。會在使用者按一下此類自訂的搜尋結果之後,可能無法準確知道如何得到部署之前所使用的中或執行其他搜尋到哪個位置對使用者。使用者可以按一下回到之前所使用的中的位置在瀏覽器中的 [上一頁] 按鈕。不過,也很有用,讓他們知道如何取得網站及他們將需要使用 SharePoint 混合式環境中的搜尋中心的使用者與共用的 Url。With hybrid federated search, the target of a search result might be a document or site in the remote deployment. After a user clicks such a search result, it might be difficult for the user to know how to get back to the deployment they were working in before or where to go to perform another search. Users can click the Back button in the browser to return to the place they were working in before. However, it can also be helpful to share URLs with users to let them know how to get to sites and Search Centers that they will need to use in the SharePoint hybrid environment.

另請參閱See also

概念Concepts

Configure hybrid federated search from SharePoint Server to SharePoint Online - roadmapConfigure hybrid federated search from SharePoint Server to SharePoint Online - roadmap

設定混合式同盟的搜尋從 SharePoint Online 以 SharePoint Server-藍圖Configure hybrid federated search from SharePoint Online to SharePoint Server - roadmap