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Pete Petley's Blog

  • What Next for FAST ESP Customers?

    I've seen a lot of postings on Linked In's Enterprise Search Engine Professionals board from consultants and FAST ESP customers (Linux and Windows based). Who are concerned over MSFT's direction with FAST becoming heavily integrated with SharePoint and that Linux and Solaris versions of ESP are no longer being developed and are in support only mode.

    For FAST ESP customers a migration to FAST Search Server for SharePoint isn't necessary an attractive one and the argument against basically breaks down into the following:
    • We're a Linux / Open Source Organization and moving to a Windows platform isn't going to happen
    • We're a MSFT organization but we don't like SharePoint
    • We've done a lot of work customizing FAST ESP and we don't want to redo that work or we believe we're unable to complete that work in FAST Search Server for SharePoint
    • Finally there's the feeling of abandonment by FAST due to MSFT's change in direction for the product.

    When MSFT made the announcement last year it offered Linux and Solaris customers 5 years support and 5 years extended support for FAST ESP. But there won't be new releases. So there isn't a sense of urgency but at the same time there is an understandable lack of interest in integrating FAST ESP with other applications or doing much in the way of enhancement.

    FAST ESP on Windows clients is still an active product under the FSIA (FAST Search Server for Internal Applications) so the situation is slightly different.

    So what is the answer to clients with FAST ESP? It really depends on who's answering.

    • Open Source believers they would persuade you that Lucene and SOLR is the way forward. 
    • Enterprise search vendors, will tell you their product is the solution to all of your problems.
    • Many consultants will lead you down the vendors they have relationships (Full disclosure we're a MSFT and preaquistion FAST partner, but we have worked with Endeca, SOLR and Google Search Appliance).

    So which option is right? In my opinion making a decision to replace FAST ESP with an alternative should be thoroughly thought through (Say it 5 times in a row and a little FASTer each time, yes pun intended).

    • Consider what your organizations enterprise search strategy is first. Don't have one? A lot of your rivals already do and they will be getting productivity gains and cost savings because of it.
    • Consider that MSFT is selling FAST to many of it's SharePoint clients as part of enterprise agreement renewals, which includes almost certainly many of your rivals
    • Consider revising your technical and functional requirements that are in place already for the FAST ESP system. Your users have all experienced what Bing, Google and Yahoo has to over and their expectations are high and getting progressively higher.
    • Consider the vendor's road maps, if they don't have a cloud based search engine in development you may be left explaining to your boss why the vendor you helped select doesn't fit with your CIO / CTO's overall IT strategy.
    With these concerns addressed you're ready to move forward and make a selection for a new vendor, start with a short list and filter it down to three options. Personally at this point I'd bring in an expert in Enterprise Search to validate your requirements and help you interview the final three vendors. I'd also suggest considering a 1-2 week PoC bake off. Many vendors have pre-sales resources ready for this eventuality and there is nothing like hands on experience with a product  to get a feel for it.

    At this point you may find the perfect solution to replace FAST ESP. If you don't, don't be afraid to delay a decision until  2012, FAST ESP is still supported and we should start seeing new releases and public/private cloud hosted options on the market during the course of the year.
  • An update from Endeca Discover 2011

    I've just returned from the sunny climates of Phoenix, AZ where Endeca held their annual client / partner conference called Discover 2011.

    For those of you new to Endeca, i'd suggest starting at Endeca.com and taking a look. Endeca with their MDEX search engine are one of the big three search vendors in the marketplace today. The others being Microsoft with FAST and Autonomy with it's IDOL product.

    It's important to note that each vendor has a area they particularly excel in. With Endeca it's structured content search and in particular eCommerce search. For those of you looking to understand more I'd suggest searching (predictably I know) for "Endeca Workbench". In summary It allows marketeers and product owners to tune search results (relevancy and ranking) based on merchandizing rules.

    So what were the highlights of Discover 2011?

    Endeca's push on it's Lattitude BI Product which to summarize is an application which utilizes Endeca's MDEX engine to generate Business Intelligence. It's an interesting push for revenue and reuse of an existing MDEX Index.

    Integration of Endeca's search functionality with Hybris (An eCommerce Platform) which makes for an interesting marriage. Long term this could be an interesting solution for organizations looking for a tightly integrated eCommerce platform. I do wonder how clients will react to this news as many organizations use their own Bespoke eCommerce platform or have purchased eCommerce platforms such as ATG and integrate Endeca for search functionality and may feel let down of neglected. Endeca does seem keen to ease clients concerns by reiterating that they are improving Endeca's offering by understanding integration challenges.

    Some NDA Roadmap coverage (Sorry I wish I could blog about it)

    Key note by Forrester Principal Analyst Brian Walker on the subject of "Agile Commerce" and how it's replaced multi-channel. For me Brian put into words, what I've been thinking about over the past few months. I'll cover my take and thoughts on this in a separate posting.

    Overall

    It was a productive two days and great to see Endeca's direction for revenue growth. Will it pay off I'm not sure but they do have a great product and have a very user experienced based focus.

  • Enterprise Search: Software installation is only the beginning - Ranking and Relevancy

    One of the most common misconceptions I hear almost on a weekly basis is that search is just a install and go piece of software. The simple fact is this just isn't the case if you want to maximize you return on investment and improve your content's findability, configuration is essential.

    At it's highest level the success of a search engine is it's ability to return relevant results and ranked in a reasonable order. To do this a search expert typically will create what is known as a ranking and relevancy model. If your site or application has any degree of personalization/user types, multiple models may be required. (Some search engines attempt to do this automatically with varying degrees of success).

    So I've got the ranking and relevancy model defined, I can leave it now right? Alas No. As you add new content sources to the search engine or the content changes, as should the model. So the model should be regularly maintained. I'd recommend the following:

    • First month since go live (Weekly updates)
    • First 3 months since go live (Every 30 days)
    • First year, at least review the model every 90 days
    • And update the model(s) if any new content source is added

    Sometimes the process of maintaining the model is an hour of work, other times it could be in the 8-16 hours range, it really depends on how much the content has changed since you last updated it.

    So what's the value of this and why should your company spend the money in maintaining the ranking and relevancy model?

    Put simply it's the difference between good search results and bad ones and from a business point of view it all ends up as  return on investment. If you don't update the model regularly, the hundreds of thousands, perhaps millions of dollars you invested will not generate a significant return. You users will complain about search, IT will look bad for a "failed" project and the board will wonder what the money was spent on.

    To give you an example I hear from a new potential client who says "We have vendor a, but it doesn't work after we spend $xxxxxxx of dollars, so now we want vendor b". To which I always reply when was the last time the search engine was looked at and the ranking and relevancy refined. The answer I always get is "not since we installed it x years ago".

    So trust me, maintain your search engine, you won't regret it.

  • Who I am and Enterprise Search what is it's business value?

    So for my first posting I thought I'd start with a little introduction. I'm Peter Petley, Lead Enterprise Search Architect for EMC Consulting.

    I've been working in the field of enterprise search for four years now, during that time I've worked on a variety of search technologies ranging from Microsoft Fast ESP to Apache SOLR. Skillset wise I'm what's referred to as a "Geek That Speaks" (I'm taking it as a compliment). Meaning I'm as capable of designing and configuring an enterprise search solution as I am talking to business users and helping them utilize Enterprise Search to resolve their business challenges and develop new opportunities. As the Lead Architect my role also means I over see our Enterprise Search Practice, conduct pre-sales, define best practice and conduct peer reviews on all of our projects involving Enterprise Search to ensure we always deliver a high quality solution.

    So what can you expect from this Blog? My and EMCC's approach to Enterprise Search is it's not just a technological solution, its a combination of User Experience, Best Practice and Technology, which we label as a whole Findability.

    In a nutshell a great enterprise search technical implementation will fail to solve a businesses challenge of finding information if the hosting application is not intuitive to use. Similarly without best practice a business can invest millions into an enterprise search solution only to judge it a failure soon after launch as the search results are not of a suitably quality.

    So in this blog I'll cover some of my experiences in all three of these disciplines and anything else I think you'll find useful.

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