部署 SharePoint Server 中的人員搜尋Deploy people search in SharePoint Server

摘要:了解如何讓人員在 SharePoint Server 2016 與 SharePoint Server 2013 中進行搜尋。Summary: Learn how to make people search work in SharePoint Server 2016 and SharePoint Server 2013.

人員搜尋是 SharePoint Server 功能,可讓使用者在組織中取得的人員相關的資訊以及要取得及其所撰寫的文件的連結。使用者可以存取此功能在企業搜尋中心搜尋方塊中輸入搜尋查詢並按一下 [人員] 搜尋類別的連結。People search is a SharePoint Server feature that allows users to get information about people in the organization and to get links to the documents that they have authored. Users can access this feature by entering a search query in the enterprise Search Center search box and clicking the link for the Peoplesearch vertical.

使顯示只有特定結果的子集所有相關之搜尋類別來篩選搜尋結果。SharePoint Server 提供四個預先設定的搜尋類別:每個項目人員對話影片。您可以看到這些搜尋導覽網頁組件中,如下列螢幕擷取畫面所示為企業搜尋中心中的搜尋方塊下方的搜尋類別的連結。A search vertical filters search results so that only a certain subset of all relevant results is displayed. SharePoint Server provides four preconfigured search verticals: Everything, People, Conversations, and Videos. You can see the links for these search verticals in the Search Navigation Web Part, which is below the search box in the enterprise Search Center, as shown in the following screen shot.

4 個預先設定搜尋類別的螢幕擷取畫面

當使用者在搜尋方塊中輸入搜尋查詢,,然後按一下其中一個搜尋類別連結時,搜尋系統會傳回對應的搜尋結果給只有該搜尋類別。例如,如果使用者在搜尋方塊中輸入 Microsoft Azure,然後選取 [人員] 搜尋類別連結,搜尋系統會傳回屬於您組織中使用 Microsoft Azure 人的人員搜尋結果。When a user enters a search query in the search box and then clicks one of the search-vertical links, the Search system returns search results that correspond to that search vertical only. For example, if the user enters Microsoft Azure in the search box and then selects the People search-vertical link, the Search system returns only search results that are people in your organization who are involved with Microsoft Azure.

本文說明必須完成人員才能搜尋的必要條件,以及解決與讓人員進行搜尋有關的其他考量This article describes the prerequisites that you must complete to make people search possible, and addresses other considerations related to making people search work.

人員搜尋先決條件People search prerequisites

人員搜尋有下列先決條件:People search has the following prerequisites:

若要設定人員搜尋,您必須設定 「 我的網站 」 設定及設定編目。To set up people search, you must configure My Sites settings and configure crawling.

設定我的網站設定Configure My Sites settings

設定 User Profile service 應用程式指定 「 我的網站 」 主機位置及其他設定 「 我的網站。如需詳細資訊,請參閱SharePoint Server 的 「 我的網站規劃設定 「 我的網站設定 User Profile service 應用程式You configure My Sites for a User Profile service application to specify the My Site host location and other settings. For more information, see Plan for My Sites in SharePoint Server and Configure My Site settings for the User Profile service application.

設定 「 我的網站 」 設定之後下, 一步是設定編目。After you configure My Sites settings, the next step is to configure crawling.

設定編目Configure crawling

當您設定 「 我的網站時、 搜尋的預設內容存取帳戶自動授擷取人員資料以供搜尋編目程式使用的權限的 User Profile service 應用程式中。如果您想使用不同的內容存取帳戶來編目設定檔儲存,您必須確定此帳戶具有設定檔儲存編目的權限。使用下列程序授與存取設定檔儲存的不同的帳戶。When you configure My Sites, the default content access account for search is automatically given Retrieve People Data for Search Crawlers permissions in the User Profile service application. If you want to use a different content access account to crawl the profile store, you must make sure that the account has permissions to crawl the profile store. Use the following procedure to grant access to the profile store for a different account.

授與帳戶存取權來進行設定檔儲存編目To grant access to an account to crawl the profile store

  1. 確認執行此程序的使用者帳戶是否為 Search Service 應用程式的管理員。Verify that the user account that is performing this procedure is an administrator for the Search service application.

  2. 啟動 SharePoint 2016 管理中心。Start SharePoint 2016 Central Administration.

    • 若為 Windows Server 2008 R2:For Windows Server 2008 R2:

      • 按一下 [開始]、 按一下 [ SharePoint 2016、 及 [ SharePoint 2016 管理中心Click Start, click SharePoint 2016, and then click SharePoint 2016 Central Administration.
    • 若為 Windows Server 2012:For Windows Server 2012:

      • 按一下 [開始] 畫面上的 [ SharePoint 2016 管理中心]。On the Start screen, click SharePoint 2016 Central Administration.

        如果SharePoint 2016 管理中心未出現在 [開始] 畫面中:If SharePoint 2016 Central Administration is not on the Start screen:

      • 電腦上按一下滑鼠右鍵、 按一下 [所有程式],和 [ SharePoint 2016 管理中心Right-click Computer, click All apps, and then click SharePoint 2016 Central Administration.

      如需如何與 Windows Server 2012 互動的詳細資訊,請參閱<Windows Server 2012 的常見管理工作及瀏覽方式>。For more information about how to interact with Windows Server 2012, see Common Management Tasks and Navigation in Windows Server 2012.

  3. 在管理中心中,按一下 [應用程式管理] 區段的 [管理服務應用程式]。In Central Administration, in the Application Management section, click Manage service applications.

  4. 在 [管理服務應用程式] 頁面上,按一下包含 User Profile service 應用程式的列,然後在功能區中,按一下 [管理員]。On the Manage Service Applications page, click the row that contains the User Profile service application, and then in the ribbon, click Administrators.

  5. 在 [ User Profile Service 應用程式的管理員] 對話方塊中 [新增帳戶] 方塊中,輸入格式為「 網域 \ 使用者名稱的使用者帳戶。In the Administrators for User Profile Service Application dialog box, in the To add an account box, type a user account in the form domain\user name .

  6. 按一下 [新增]。Click Add.

  7. 在 [權限] 清單中選取 [擷取人員資料以供搜尋編目程式使用] 核取方塊。In the Permissions list, select the Retrieve People Data for Search Crawlers check box.

  8. 按一下 [ OK ]。Click OK.

在您指定帳戶存取權來進行設定檔儲存編目之後,必須建立編目規則,以指定要在編目設定檔儲存時使用該帳戶。請基於此目的,使用下列程序來建立編目規則。After you give the account access to crawl the profile store, you must create a crawl rule to specify that you want to use that account when you crawl the profile store. Use the following procedure to create a crawl rule for this purpose.

建立編目規則以驗證 User Profile Service 應用程式To create a crawl rule to authenticate to the User Profile service application

  1. 確認執行此程序的使用者帳戶是否為 Search Service 應用程式的管理員。Verify that the user account that is performing this procedure is an administrator for the Search service application.

  2. 在管理中心中,按一下 [應用程式管理] 區段的 [管理服務應用程式]。In Central Administration, in the Application Management section, click Manage service applications.

  3. 在 [管理服務應用程式] 頁面上,按一下您要建立編目規則的 Search service 應用程式。On the Manage Service Applications page, click the Search service application for which you want to create a crawl rule.

  4. 在 [搜尋管理] 頁面上的 [快速啟動] 中 [正在編目] 區段中按一下 [編目規則On the Search Administration page, in the Quick Launch, in the Crawling section, click Crawl Rules.

  5. 在 [管理編目規則] 頁面上按一下 [新增編目規則]。On the Manage Crawl Rules page, click New Crawl Rule.

  6. 在 [路徑] 區段的 [路徑] 方塊中輸入 [起始位址的 User Profile service 應用程式以 sps3: / / //my_site_host_url,其中_My_Site_host_URL_是 Web 應用程式的 URL 您部署 「 我網站集合的網站。In the Path section, in the Path box, type the start address for the User Profile service application in the form sps3:// My_Site_host_URL, where My_Site_host_URL is the URL for the Web application where you deployed the My Sites site collection.

    如果您部署 「 我的網站網站集合的 web 應用程式使用 Secure Sockets Layer (SSL),然後輸入起始位址以 sps3s: / / //my_site_host_urlIf the web application where you deployed the My Sites site collection uses Secure Sockets Layer (SSL), then type the start address in the form sps3s:// My_Site_host_URL.

  7. 如果您想要在路徑中使用規則運算式語法,請按一下 [使用比對此規則的規則運算式語法]。Click Use regular expression syntax for matching this rule if you want to use regular expression syntax in the path.

  8. 在 [編目設定] 區段中選取 [包含此路徑中的所有項目In the Crawl Configuration section, select Include all items in this path.

  9. 在 [指定驗證] 區段中選取 [指定不同的內容存取帳戶]。In the Specify Authentication section, select Specify a different content access account.

  10. 在出現 [帳戶] 方塊中,輸入使用者帳戶之已授與存取權設定檔儲存格式為_「 網域 \ 使用者名稱_。In the Account box that appears, type the user account to which you gave access to the profile store in the form domain\user name.

  11. 輸入您在 [密碼] 和 [確認密碼] 方塊中指定之帳戶的密碼。Type the password for the account that you specified in the Password and Confirm Password boxes.

  12. 只有當您想要允許使用者帳戶認證以純文字傳送清除不允許基本驗證] 核取方塊。Clear the Do not allow Basic Authentication check box only if you want to allow the user account credentials to be sent as plaintext.

    注意

    除非您使用 SSL 加密網站流量,不應該清除 [不允許基本驗證] 核取方塊。如需詳細資訊,請參閱 < Plan for SharePoint Server 中的使用者驗證方法You should not clear the Do not allow Basic Authentication check box unless you are using SSL to encrypt the website traffic. For more information, see Plan for user authentication methods in SharePoint Server.

  13. 按一下 [ OK ]。Click OK.

如需詳細資訊,請參閱 < Manage crawl in SharePoint Server 的規則For more information, see Manage crawl rules in SharePoint Server.

當您設定 「 我的網站、 設定檔儲存編目的起始 URL (sps3: / / //my_site_host_url_或 sps3s: / / _My_Site_host_URL) 會自動新增至預先設定的內容來源 [本機 SharePoint 網站。我們建議您從預先設定的內容來源中移除設定檔儲存的 URL 並再建立不同的內容來源以編目設定檔儲存。這可讓您從其他編目不同排程編目設定檔儲存。When you configure My Sites, the starting URL to crawl the profile store (sps3:// My_Site_host_URL or sps3s:// My_Site_host_URL) is automatically added to the preconfigured content source Local SharePoint Sites. We recommend that you remove the URL of the profile store from the preconfigured content source and then create a separate content source to crawl only the profile store. This allows you to crawl the profile store on a different schedule from other crawls.

請使用下列程序,從預先設定的內容來源中移除設定檔儲存的 URL。Use the following procedure to remove the URL of the profile store from the preconfigured content source.

從預先設定的內容來源中移除設定檔儲存 URLTo remove the profile store URL from the preconfigured content source

  1. 確認執行此程序的使用者帳戶是否為 Search Service 應用程式的管理員。Verify that the user account that is performing this procedure is an administrator for the Search service application.

  2. 在管理中心中,按一下 [應用程式管理] 區段的 [管理服務應用程式]。In Central Administration, in the Application Management section, click Manage service applications.

  3. 在 [管理服務應用程式] 頁面上,按一下 [ Search Service 應用程式On the Manage Service Applications page, click Search Service Application.

  4. 按一下 [搜尋管理] 頁面上的 [快速啟動] 中 [正在編目] 區段中的 [內容來源]。On the Search Administration page, in the Quick Launch, in the Crawling section, click Content Sources.

  5. 在 [管理內容來源] 頁面上,按一下 [預先設定的內容來源 (本機 SharePoint 網站) 的連結。On the Manage Content Sources page, click the link to the preconfigured content source ( Local SharePoint sites).

  6. 在 [起始位址] 區段中,移除設定檔儲存的 URL (sps3: / / //my_site_host_url_或 sps3s: / / //my_site_host_url_,其中_My_Site_host_URL_是 web 應用程式的 URL 您部署 「 我的網站 」 網站集合)。In the Start Addresses section, remove the URL for the profile store (sps3:// My_Site_host_URL or sps3s:// My_Site_host_URL, where My_Site_host_URL is the URL for the web application where you deployed the My Sites site collection).

  7. 按一下 [ OK ]。Click OK.

    使用下列程序以建立會指定如何設定檔儲存編目的內容來源。如需詳細資訊,請參閱新增、 編輯或刪除 SharePoint Server 中的內容來源Use the following procedure to create a content source that specifies how to crawl the profile store. For more information, see Add, edit, or delete a content source in SharePoint Server.

建立指定設定檔儲存之編目方式的內容來源To create a content source that specifies how to crawl the profile store

  1. 確認執行此程序的使用者帳戶是否為 Search Service 應用程式的管理員。Verify that the user account that is performing this procedure is an administrator for the Search service application.

  2. 在管理中心中,按一下 [應用程式管理] 區段的 [管理服務應用程式]。In Central Administration, in the Application Management section, click Manage service applications.

  3. 在 [管理服務應用程式] 頁面上,按一下 [ Search Service 應用程式On the Manage Service Applications page, click Search Service Application.

  4. 按一下 [搜尋管理] 頁面上的 [快速啟動] 中 [正在編目] 區段中的 [內容來源]。On the Search Administration page, in the Quick Launch, in the Crawling section, click Content Sources.

  5. 在 [管理內容來源] 頁面上按一下 [新增內容來源]。On the Manage Content Sources page, click New Content Source.

  6. 在 [新增內容來源] 頁面上,在 [名稱] 區段中輸入此內容來源的名稱。On the Add Content Source page, in the Name section, type a name for this content source.

  7. 在 [內容來源類型] 區段中,確定已選取 [ SharePoint 網站In the Content Source Type section, ensure that SharePoint Sites is selected.

  8. 在 [起始位址] 區段中,輸入 [起始位址以 sps3: / / //my_site_host_url,其中_My_Site_host_URL_是 web 應用程式的 URL 您部署 「 我的網站網站集合。In the Start Addresses section, type the start address in the form sps3:// My_Site_host_URL, where My_Site_host_URL is the URL for the web application where you deployed the My Sites site collection.

    如果您部署 「 我的網站網站集合的 web 應用程式使用 SSL,然後輸入起始位址以 sps3s: / / //my_site_host_urlIf the web application where you deployed the My Sites site collection uses SSL, then type the start address in the form sps3s:// My_Site_host_URL.

  9. 在 [編目設定] 區段中,保留預設值的編目各起始位址的主機名稱下的所有項目In the Crawl Settings section, leave the default value of Crawl everything under the host name for each start address.

  10. 在 [編目排程] 區段中,執行下列動作:In the Crawl Schedules section, do the following:

    • 選取 [啟用連續編目] 或 [啟用累加編目Select Enable Continuous Crawls or Enable Incremental Crawls.

      連續編目自動提供沒有累加編目排程的內容來源的最大時效性。如需詳細資訊,請參閱管理連續編目 SharePoint Server 中A continuous crawl automatically provides maximum freshness for the content source without an incremental crawl schedule. For more information, see Manage continuous crawls in SharePoint Server.

      如果您選取 [啟用累加編目、 建立累加編目排程。If you select Enable Incremental Crawls, create an incremental crawl schedule.

    • 選擇性地建立完整編目的排程。Optionally create a schedule for full crawls.

  11. 如果您選取 [啟用累加編目,在 [內容來源優先順序] 區段中選取此內容來源的優先順序。If you selected Enable Incremental Crawls, in the Content Source Priority section, select the priority for this content source.

    注意

    當您將內容來源類型指定為SharePoint 網站] 並選取 [啟用連續編目時不顯示 [內容來源優先順序] 區段中。The Content Source Priority section does not appear when you specify the content source type as SharePoint Sites and you select Enable Continuous Crawls.

  12. 按一下 [ OK ]。Click OK.

若要獲得最佳結果的人員搜尋,您應該新增您可以將使用者設定檔新增至設定檔儲存,並將資訊新增至 「 我的網站最多資訊。To get the best results from people search, you should add as much information as you can by adding user profiles to the profile store and adding information to My Sites.

將使用者設定檔新增至設定檔儲存Add user profiles to the profile store

您必須先將使用者設定檔新增至 User Profile Service 應用程式,才可取得有意義的人員搜尋結果。使用下列方式可以完成此作業:Before you can obtain meaningful people search results, you must add user profiles to the User Profile service application. You can do this in the following ways:

重要

若為測試環境,建議您不要將設定檔儲存與實際執行環境中的目錄服務,或是其他外部資料來源進行同步處理。而是要建立目錄服務的複本,再將此複本與設定檔儲存進行同步處理。For a test environment, we recommend that you do not synchronize the profile store to a directory service or other external data source that is in a production environment. Instead, create a copy of the directory service and synchronize the copy with the profile store.

請使用下列程序,來檢視 User Profile Service 應用程式中的使用者設定檔。Use the following procedure to view the user profiles in the User Profile service application.

若要檢視使用者設定檔的清單中的 User Profile service 應用程式To view a list of user profiles in the User Profile service application

  1. 確認執行此程序的使用者帳戶為 User Profile Service 應用程式的管理員。Verify that the user account that is performing this procedure is an administrator for the User Profile service application.

  2. 在管理中心中,按一下 [應用程式管理] 區段的 [管理服務應用程式]。In Central Administration, in the Application Management section, click Manage service applications.

  3. 在 [管理服務應用程式] 頁面上,按一下 [User Profile service 應用程式。On the Manage Service Applications page, click the User Profile service application.

  4. 在 [管理設定檔服務] 頁面上,按一下 [人員] 區段中的 [管理使用者設定檔]。On the Manage Profile Service page, in the People section, click Manage User Profiles.

  5. 在 [管理使用者設定檔] 頁面上尋找設定檔] 方塊中輸入使用者之網域的成員的名稱。On the Manage User Profiles page, in the Find profiles box, type the name of the domain of which the users are members.

    請勿輸入完整的網域名稱。例如,如果使用者是 Contoso.com 網域的成員,請尋找設定檔] 方塊中輸入ContosoDo not type the fully qualified domain name. For example, if users are members of the Contoso.com domain, type Contoso in the Find profiles box.

  6. 按一下 [尋找]。Click Find.

將資訊新增至「我的網站」Add information to My Sites

「 我的網站保持在 User Profile service 應用程式資料庫中的資訊。User Profile service 應用程式儲存量顯示資訊的人員搜尋結果中。人員搜尋結果變得更多有用當使用者將更多的資訊新增至 「 我的網站。My Sites keep information in the User Profile service application databases. The User Profile service application stores much of the information that appears in results for people search. People search results become more useful as users add more information to their My Sites.

第一次使用者存取其我的網站 」 也稱為其個人網站我的網站會為其建立和設定檔會自動新增至 User Profile service 應用程式。The first time that a user accesses their My Site, also known as their personal site, a My Site is created for them and a profile is automatically added to the User Profile service application.

若要將資訊新增至使用者的 「 我的網站,其使用者設定檔服務應用程式中建立使用者設定檔的使用者身分登入並再移至該使用者的 「 我的網站。在使用者的 「 我的網站,您可以提供使用者的專業知識及興趣的相關資訊。若要查看您新增的資訊如何影響的人員搜尋結果出現、 執行 「 設定檔儲存 」、 編目,然後搜尋的使用者名稱。To add information to a user's My Site, log on as a user for whom a user profile was created in the User Profile service application, and then go to that user's My Site. In the user's My Site, you can provide information about the user's expertise and interests. To see how the information that you added affects the people search results that appear, perform a crawl of the profile store, and then search on the user's name.

編目設定檔儲存Crawl the profile store

您現在可以開始編目設定檔儲存。如何開始編目的相關資訊,請參閱開始、 暫停、 繼續或停止 SharePoint Server 中的編目You are now ready to crawl the profile store. For information about how to start the crawl, see Start, pause, resume, or stop a crawl in SharePoint Server.

注意

建議您進行設定檔儲存編目,並在編目完成之後等候大約 2 小時,然後再開始進行第一次的預先設定的內容來源 (也就是本機 SharePoint 網站) 編目。在完成設定檔儲存編目之後,搜尋系統會產生清單,來將人員的名稱標準化。當人員名稱在搜尋結果中出現不同格式時,這樣做能夠讓結果以對應於同一個名稱的方式顯示於單一群組中。例如,由 Anne Weiler、A. Weiler 或別名 AnneW 所撰寫的所有文件都會在搜尋結果中顯示於標籤為「由 Anne Weiler 所撰寫的文件」的結果區塊中。同理,由任何其他身分識別所撰寫的所有文件也都會顯示於精簡搜尋面板中的「Anne Weiler」標題下方 (如果此處的「作者」是一個類別的話)。We recommend that you crawl the profile store and wait about two hours after the crawl finishes before you start the first crawl of the preconfigured content source (that is, local SharePoint sites). After the crawl of the profile store finishes, the search system generates a list to standardize people's names. This is so that when a person's name has different forms in search results, the results are displayed in a single group corresponding to one name. For example, all documents authored by Anne Weiler or A. Weiler or alias AnneW can be displayed in the search results in a result block that is labeled "Documents by Anne Weiler". Similarly, all documents authored by any of those identities can be displayed under the heading "Anne Weiler" in the refinement panel if "Author" is one of the categories there.

如需如何檢視編目狀態的資訊,請參閱 <啟動、 暫停、 繼續或停止內容來源的編目For information about how to view the status of a crawl, see Start, pause, resume, or stop a crawl for a content source.

另請參閱See also

管理 User Profile service in SharePoint ServerAdminister the User Profile service in SharePoint Server

在 SharePoint Server 2013 中的設定檔同步處理概觀Overview of profile synchronization in SharePoint Server 2013

管理 SharePoint Server 中的使用者設定檔同步處理Manage user profile synchronization in SharePoint Server

在 SharePoint Server 中規劃「我的網站」Plan for My Sites in SharePoint Server

建立及設定 Search service 應用程式在 SharePoint Server 2016Create and configure a Search service application in SharePoint Server 2016

Manage crawling in SharePoint ServerManage crawling in SharePoint Server

新增、 編輯或刪除 SharePoint Server 中的內容來源Add, edit, or delete a content source in SharePoint Server