January 25, 2017

Lucidworks 3 Released!

Today Lucidworks announced the release Fusion 3, packed with some very powerful capabilities that, in many ways, sets a new standard in functionality and usability for enterprise search.

Fusion is tightly integrated Solr 6, the newest version of the popular, powerful and well-respected open source search platform. But the capabilities that really set Fusion 3 apart are the tools provided by Lucidworks on top of Solr to reduce the time-to-productivity.

It all starts at installation, which features a guided setup to allow staff, who may be not be familiar with enterprise search, to get started quickly and to built quality, full-featured search applications.

Earlier versions of Fusion provided very powerful ‘pipelines’ that allowed users to define a series of custom steps or 'stages' during both indexing and searching. These pipelines allowed users to add custom capabilities, but they generally required some programming and a deep understanding of search.

That knowledge still helps, but Fusion 3 comes with what Lucidworks calls the “Index Workbench” and the “Query Workbench”. These two GUI-driven applications let mere mortals set up capabilities that used to require a developer, and enables developers to create powerful pipelines in much less time.

What can a pipeline do? Let's look at two cases.

On a recent project, our client had a deep, well developed taxonomy, and they wanted to tag each document with the appropriate taxonomy terms. In the Fusion 2.x Index Pipeline, we wrote code to evaluate each document to determine relevant taxonomy terms; and then to insert the appropriate taxonomy terms into the actual document. This meant that at query time, no special effort was required to use the taxonomy terms in the query: they were part of the document.

Another common index time task is to identify and extract key terms, perhaps names and account numbers, to be used as facets.

The Index Workbench in Fusion 3 provides a powerful front-end to these capabilities that have long been part of Fusion; but which are now much easier for mere mortals to use.

The Query Workbench is similar, except that it operates at query time, making it easy to do what we’ve long called “query tuning”. Consider this: not every term a user enters for search is of equal important. The Query Workbench lets a non-programmer tweak relevance using a point-and-click interface. In previous visions of Fusion, and in most search platforms, a developer needed to write code to do the same task.

Another capability in Fusion 3 addresses a problem everyone who has ever installed a search technology has faced: how to insure that the production environment exactly mirrors the dev and QA servers. Doing so was a very detailed and tedious task; and any differences between QA and production could break something.

Fusion 3 has what Lucidworks calls Object Import/Export. This unique capability provides a way to export collection configurations, dashboards, and even pipeline stages and aggregations from a test or QA system; and reliably import those objects to a new production server. This makes it much easier to clone test systems; and more importantly, move search from Dev to QA and into production with high confidence that production exactly matches the test environment.

Fusion 3 also extends the Graphical Administrative User Interface to manage pretty much everything your operations department will need to do with Fusion. Admin UIs are not new; but the Fusion 3 tool sets a new high bar in functionality.

There is one other capability in Fusion 3 enabled by a relatively new capability in Solr: SQL.

I know what you’re thinking: “Why do I want SQL in a full-text application?”

Shift your focus to the other end.

Have you ever wanted to generate a report that shows information about inventory or other content in the search index? Let’s say on your business team needs inventory and product reports on content in your search-driven eCommerce data. The business team has tools they know and love for creating their own reports; but those tools operate on SQL databases.

This kind of reporting has always been tough in search, and typically required some customer programming to create the reports. With the SQL querying capabilities in Solr 6, and security provided by Fusion 3, you may simply need to point your business team at the search index, verify their credentials, and connect via OBDC/JDBC, and their existing tools will work.

What Else?

Fusion 3 is an upgrade from earlier versions, so it includes Spark, an Apache took with built-in modules for streaming, SQL, machine learning and graph processing. It works fine on Solr Cloud, which enables massive indices and query load; noit to mentin failover in the even of hardware problems. 

I expect that Fusion 3 documentation, and the ability to download and evaluate the product, will be on the Lucidworks site today at www.lucidworks.com. “Try it, you’ll like it”.

While we here at New Idea Engineering, a Lucidworks partner, can help you evaluate and implement Fusion 3, I’d also point out that our friends at MC+A, also Lucidworks partners, are hosting a webinar Thursday, January 26th. The link this link to register and attend the webinar: http://bit.ly/2joopQK.

 

Lucidworks CTO Grant Ingersol will be hosting a webinar on Friday, February 1st. Read about it here.

 

/s/ Miles

November 16, 2016

What features do your search users really want?

What features and capabilities do corporate end-users need from their search platform? Here's a radical concept: ask stakeholders what they want- and what they need - and making a list. No surprise: you'll have too much to do.

Try this: meet with stakeholders from each functional area of the organization. During each interview, ask people to tell you what internet search sites they use for personal browsing, and what capabilities of those sites they like best. As they name the desired features, write them on a white board.

Repeat this with representatives from every department, whether marketing, IT, support, documentation, sales, finance, shipping or others - really every group that will use the platform for a substantial part of their days. 

Once you have the list, ask for a little more help. Tell your users they each have $100 "Dev Dollars" to invest in new features, and ask them to spend whatever portion they want to pay for each feature - but all they have is $100 DD.

Now the dynamics get interesting. The really important features get the big bucks; the outliers get a pittance -  if anything. Typically, the top two or three features requested get between 40DD and 50DD; and that quickly trails off. 

I know - it sounds odd. These Dev Dollars have no true value - but people give a great deal of thought to assigning relative value to a list of capabilities - and it gives you a feature list with real priorities.

How do you discover what users really want? 

 

 

November 14, 2016

Which search is best?

Ask that question to a number of knowledgeable enterprise search consultants, and you’ll no doubt hear a number of answers including Attivio, Elasticsearch, Google, Lucene, Lucidworks, SharePoint, Solr and many others. All are well known, and include rich capabilities and strong technology underpinnings. And the experts you spoke with will have answered honestly.

What you would experience is not unlike the parable about six blind men describing an elephant. In the John Godfrey Saxe telling of the tale, he says:

And so these men of Hindustan
Disputed loud and long,
Each in his own opinion
Exceeding stiff and strong
Though each was partly in the right
And all were in the wrong...

So, now you may be wondering which search engine really is the right one for you.

The answer is really very easy: the one that meets your needs in your environment. But knowing that may be hard, because there is a good chance it’s been a while you really looked at your current environment.

I’d suggest you break down the process into a few distinct tasks in a process we call a Search Audit.

The Audit

A search audit is very similar to the process we recommend our customers use when selecting a new search platform: you go through the same process and look at the same issues of environment, requirements and more.

Not unlike a financial audit, a search audit is an objective examination and evaluation of your enterprise search implementation. The objective is to review the important metrics to determine how well your search is performing; to identify potential weaknesses; and to come out of the audit with a plan to fix any issues found.

At a high level, the audit is a review of the current environment; repositories; access security; and user requirements. Let’s look at what each of these includes.

Operating System

The operating system you use in an organization is often determined from ‘on high’. When considering a new search platform, it’s critical to verify support for operating systems you use; in an audit, you also need to confirm that your search platform is supported on the operating system version as well as on any anticipated updates.

Systems

Whether you use physical or virtual systems is a big item to review, as well as whether your search platform is software or an appliance. It also may matter whether your servers are on-prem, in the cloud, or a hybrid of both. For example, your security review may need more attention if you use a cloud or hybrid solution; and performance should be reviewed for virtual and remote servers.

Development Tools

Very few search platforms include every feature or capability you need. The solution may be as easy as scripting some common functions to customizing or modifying front-ends.

In the audit, pay attention to the platform and scripting languages, and make sure you have those skills in-house.

Repositories

In your audit, you clearly are looking at indexing content; but it never hurts to review the repositories where your critical content lives. Confirm that any version updates have not impacted the search platform or its performance. And verify that any anticipated platform changes are supported by your search solution, and plan accordingly.

Security

As with your repositories, an audit should confirm that any changes in the security infrastructure are mapped into, and supported by, the search platform. Are there new security levels or groups? Do queries against the repositories include content with the new security mappings?

Content

Servers occasionally get major updates. Use the search audit as an opportunity to anticipate upcoming operating system changes in order to properly confirm compatibility with your existing system. A while back I spoke with a large company using Verity K2 – which has been obsolete for years. They were about to update their Windows NT servers to Server 2012 and wanted to know how they could port K2. Good thing they asked.

Users

Your search platform exists to serve your customers, whether they are internal or external. Google and various eCommerce sites on the web have defined what users expect from search. Most enterprise search software ‘out of the box’ doesn’t look, feel, or work like Google; and you’ll have a problem if you don’t solve the expectations. Ironically, even the popular Google Search Appliance doesn’t generally work like Google.

If you do not already have one, create a search center of excellence, and recruit representative users to help define how your search works.

When it boils down to it just about any search engine can work ‘like Google', but that takes time and effort. If you haven’t already done so, use the audit as the driving force to improve the search experience.

Next Steps

Once you’ve completed your audit, you may find no major problems; and decide that your current search is doing pretty well. If that’s the case, you are in good shape. Other than ongoing maintenance, your task is complete for another year or two.

More often than not, issues come up in search audits. Sometimes it involves content not being indexed or poor search result quality. It may also be that the user experience is not “just like Google”.

The good news is that a majority of these issues can usually be fixed without replacing the platform.

What is the bad news? More often than not, people are so frustrated with search that a decree has come from on high calling to replace the search platform. This usually results in great effort, significant disruption and expense, and a new platform rollout with great flare and unrealistic expectations. But unless the issues you discover in an audit are addressed, there’s a good chance that you’ll be replacing the ‘new’ platform within a few years anyway.

November 01, 2016

One search to rule them all

(Originally published on LinkedIn)

Lucene was ‘born’ in 1999, created by Doug Cutting; and in 2005, it became a top-level Apache project. That year, Gartner Group announced that the search ‘Leaders’ platforms on their Enterprise Search Magic Quadrant included Autonomy, FAST, Endeca, IBM Omnifind, and Verity. The Google Search Appliance was right on the cusp between ‘Challengers’ and ‘Leaders’. Not many people knew about Lucene; and few who did saw it as much more than a quirky little project.

Just a year later, Yonik Seeley and his employer, CNET Networks, published and donated the Solr search server to the Apache Software Foundation, where it became an incubator project in 2006; the two projects soon merged into a single top-level Apache project. That same year, Gartner narrowed the ‘Leaders’ in their 2006 Magic Quadrant for Search to Autonomy (which acquired Verity the previous year), FAST, and Endeca.

Jump forward to the present. FAST is gone, acquired by Microsoft in 2008 and morphed into SharePoint Search. Hewlett-Packard acquired Autonomy in October of 2011, followed a few weeks later by Oracle’s acquisition of Endeca. Endeca is no longer available as a search platform; and Autonomy is mostly seen as a strategy to keep a large number of HP consultants fully employed, often on compliance applications.

Only a spattering of commercial enterprise search platforms that once flooded the market just a few years back exist any more. While Gartner continues to list 14 or 15 products in their Magic Quadrant Enterprise Search grid, about the only pure commercial products we see any more are the Google Search Appliance and Recommind. And Google recently announced that the appliance is scheduled to go ‘end of life’ over the next few years. All of those bright yellow boxes become really nice Dell servers by the end of 2018.

A new crop of search platforms has grown to fill the void.

As an open source product, Solr has grown in its capabilities, and is now widely used for enterprise search and data applications in corporations and government projects. Solr Cloud extends the platform to a scalable high-availability platform for demanding enterprise and data search applications. Solr is an open source solution.

Cloudera also bundles some interesting extra tools including Solr in their HUE bundle; free to download and free to use as long as you like. Cloudera runs a slightly older but stable release, 4.10; but with a committers Yonik Seeley and Mark Miller, I suspect they’re in a good position.

Hortonworks, a Cloudera competitor, also offers Solr/Solr Cloud in their releases, in partnership with Lucidworks - a company with a large number of committers on staff.

There are also three companies that have proprietary offerings based on open source technology.

Attivio, founded in 2007, is a “Leader” in the most recent Gartner Magic Quadrant for Enterprise Search. Their product, while not open source, nonetheless thrives by combining search, BI, data automation, analytics and more.

Elasticsearch has evolved into a strong platform for search and data analytics, and a number of organizations are finding it useful in some tradition enterprise search applications as well. Elastic has also integrated Kibana, a powerful graphical presentation tool that adds value for content analytics, not just search activity reporting.

Lucidworks Fusion is a relative newcomer to enterprise search. It includes many of the rich architectural features that enterprises expect, including a powerful crawler, connectors, and reporting. With its ‘Anda’ crawler and connectors, admin UI, and reporting, some people see it as a contender to replace the Google Search Appliance.

The one thing that all of these ‘proprietary’ products have in common? They are based on Apache Lucene to deliver critical functionality. And when you consider all of the web sites that use some form of Lucene for their site search, I think you'd agree that it really is a powerful little package. It’s available for virtually any operating systems, and can be integrated using just about any programming language from C/C++ to Java to Perl to Python to .NET.

Even more amazing is that these companies with commercial products based on Lucene – and who compete in the marketplace - actually cooperate when it comes time to fix bugs or add new capabilities to Lucene. Given all of the commercial players that have closed their doors - leaving their customers to find replacement platforms – we’ve reached the point where open-source-based software really is the safe choice now. And universally, Lucene is the common element.

The quirky little search API Doug Cutting put together in 1999 has evolved to be the platform that drives the leading search platforms used in big data, NoSQL, enterprise search, and search analytics. And it doesn’t seem like it’s going to be phasing out any time soon.

May 31, 2016

The Findwise Enterprise Search and Findability Survey 2016 is open for business

Would you find it helpful to benchmark your Enterprise Search operations against hundreds of corporations, organizations and government agencies worldwide? Before you answer, would you find that information useful enough that you’re spend a few minutes answering a survey about your enterprise search practices? It seems like a pretty good deal to me to have real-world data from people just like yourself worldwide.

This survey, the results of which are useful, insightful, and actionable for search managers everywhere, provides the insight into many of the critical areas of search.

Findwise, the Swedish company with offices there and in Denmark, Norway Poland, Norway and London, is gathering data now for the 2016 version of their annual Enterprise Search and Findability Survey at http://bit.ly/1sY9qiE.

What sorts of things will you learn?

Past surveys give insight into the difference between companies will happy search users versus those whose employees prefer to avoid using internal search. One particularly interesting finding last year was that there are three levels of ‘search maturity’, identifiable by how search is implemented across content.

The least mature search organizations, roughly 25% of respondents, have search for specific repositories (siloes), but they generally treat search as ‘fire and forget’, and once installed, there is no ongoing oversight.

More mature search organizations that represent about 60% of respondents, have one search for all silos; but maintaining and improving search technology has very little staff attention.

The remaining 15% of organizations answering the survey invest in search technology and staff, and continuously attempt to improve search and findability. These organizations often have multiple search instances tailored for specific users and repositories.

One of my favorite findings a few years back was that a majority of enterprises have “one or less” full time staff responsible for search; and yet a similar majority of employees reported that search just didn’t work. The good news? Subsequent surveys have shown that staffing search with as few as 2 FTEs improves overall search satisfactions; and 3 FTEs seem to strongly improve overall satisfaction. And even more good news: Over the years, the trend in enterprise search shows that more and more organizations are taking search and findability seriously.

You can participate in the 2016 Findwise Enterprise Search and Findability Survey in just 10 or 15 minutes and you’ll be among the first to know what this year brings. Again, you’ll find the 2016 survey at http://bit.ly/1sY9qiE.