How to Create and Configure the People Search Application

Prashant Lakhlani -

Create a Search service application (Automatic)

  • On the Central Administration home page, in the Application Management section, click Manage service applications.
  • On the Manage Service Applications page, on the ribbon, click New, and then click Search Service Application.
  • On the Create New Search Service Application page, do the following:
    • Type a new name for the Search service application.
    • In search service account select Sp_Crawl use.
    • In the Application Pool for Search Admin Web Service section, do the following:
      • Select the Create new application pool option, and then specify a name for the application pool in the Application pool name text box.
      • In the Select a security account for this application pool section, select the Configurable option, leave with default selected option or select admin from dropdown.
    • In the Application Pool for Search Query and Site Settings Web Service section, do the following:
      • Choose the Create new application pool option, and then specify a name for the application pool in the Application pool name text box.
      • In the Select a security account for this application pool section, select the Configurable option, leave with default selected option or select admin from dropdown.
  • Click OK.

Configure the SharePoint Search service application: (Automatic)

  • On the Manage Service Applications page, click the Search service application that you want to configure.
  • On the Search Administration page, configure the settings as described in the following sections:
    • Specify the default content access account.
    • Specify the contact email address.
    • Create content sources.

To specify the default content access account

  • On the Search Administration page, in the System Status section, click the link in the Default content access account row.
  • In the Default Content Access Account dialog box, in the Account box, type the account that you created for content access in the form domain\user name.
  • Type the password for this account in the Password and Confirm Password boxes.
  • Click OK.

Create a Search Center site in SharePoint Server 2013 (Automatic)

  1. To create a SharePoint Search Center site
  • In the Application Management section, click Create site collections.
  • Provide title and web site address.
  • In template, Select Enterprise => Enterprise Search Center.
  • Provide site collection administrator and click OK.

People search prerequisites:

  • Create a web application to host My Sites (Automatic)
    • Create a web application to host My Sites or select your created web application
  • Create a managed path for My Site
    • On the Application Management page, click Manage web applications.
    • Click the web application for which you want to manage paths.
    • In the Manage group of the ribbon, click Managed Paths.
    • On the Define Managed Paths page, in the Add a New Path section, type the path to include. EX. /personal.
    • Click Check URL to confirm the path name.
    • In the Type list, select either Wildcard inclusion or Explicit inclusion to identify the type of path.
    • Click Add Path.
    • When you have finished adding paths, click OK.
  • Create a My Site Host site collection (Automatic)
    • In the Application Management section, click Create site collections.
    • On the Create Site Collection page, in the Web Application section, select the web application.
    • Provide title and web site address.
    • In template, Select Enterprise => Select My Site Host.
    • Provide site collection administrator and click OK.
  • Create a User Profile service application (Automatic)
    • In the Application Management section, click Manage service applications.
    • On the Manage Service Application page, on the ribbon, click New, and then click User Profile Service Application.
    • In the Name section, type the User Profile service application name.
    • In the Application Pool section, create a new application pool.
    • In Configurable, keep selected user or select Administrator.
    • Keep other option as it is and click OK.
  • Start the User Profile service (Automatic)
    • On Central Administration, in the System Settings section, click Manage services on server.
    • On the Services on Server page, in the Server box, select the synchronization server.
    • Find the row whose Service column value is User Profile Service. If the value in the Status column is Stopped, click Start in the Action column.
  • Start the User Profile synchronization service
    • On Central Administration, in the System Settings section, click Manage services on server.
    • On the Services on Server page, in the Server box, select the synchronization server.
    • Find the row whose Service column value is User Profile Synchronization Service. If the value in the Status column is Stopped, click Start in the Action column.
    • On the User Profile Synchronization Service page, in the Select the User Profile Application section, select the User Profile service application.
    • In the Service Account Name and Password section, the farm account is already selected. Enter the password for the farm account in the Password box, and enter it again in the Confirm Password box.
    • Click OK.
  • Reset IIS.
    • reset IIS.
  • Configure connections and import data from directory services
    • On Central Administration, in the Application Management section, click Manage service applications.
    • On the Manage Service Applications page, select the User Profile service application.
    • On Central Administration, on the Manage Profile Service page, in the Synchronization section, click Configure Synchronization Connections.
    • On the Synchronizations Connections page, click Create New Connection.
    • On the Add new synchronization connection page, type the synchronization connection name in the Connection Name box.
    • From the Type list, select the type of directory service to which you want to connect.
    • In the Forest name box, type the name of the forest.
  • To configure My Site settings for the User Profile service application
    • In Central Administration, in the Application Management section, click Manage service applications.
    • Click the User Profile service application that you connected to the web application hosting My Sites earlier in this task.
    • On the Manage Profile Service page, in the My Site Settings section, click Setup My Sites.
    • On the My Sites Settings page, in the Preferred Search Center section, specify search site collection url and append \pages\ at last.
    • In the My Site Host section, specify your mysite url.
    • In Location, specify your mysite url.
    • In Read Permission Level, set  All Users (windows)Everyone.
    • Leave other option as it is.
  • Set up people search
    • Configure crawling
      • To grant access to an account to crawl the profile store: (Automatic)
        • In Central Administration, in the Application Management section, click Manage service applications.
        • On the Manage Service Applications page, click the row that contains the User Profile service application, and then in the ribbon, click Administrators.
        • 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.
        • Click Add.
        • In the Permissions list, select the Retrieve People Data for Search Crawlers check box.
        • Click OK.
      • To create a crawl rule to authenticate to the User Profile service application:
        • In Central Administration, in the Application Management section, click Manage service applications.
        • On the Manage Service Applications page, click the Search service application for which you want to create a crawl rule.
        • On the Search Administration page, in the Quick Launch, in the Crawling section, click Crawl Rules.
        • On the Manage Crawl Rules page, click New Crawl Rule.
        • In the Path section, in the Path box, Type URL :
          • i.e. sps3s://sp2013:27605
        • In the Crawl Configuration section, select Include all items in this path.
        • Leave other option as it is and click OK.
        • Same way create another crawl rule and in the Path section, in the Path box, Type URL
          • i.e. http://sp2013:27605
      • To create a content source that specifies how to crawl the profile store
        • In Central Administration, in the Application Management section, click Manage service applications.
        • On the Manage Service Applications page, click Search Service Application.
        • On the Search Administration page, in the Quick Launch, in the Crawling section, click Content Sources.
        • On the Manage Content Sources page, click New Content Source.
        • On the Add Content Source page, in the Name section, type a name for this content source.
        • In the Content Source Type section, ensure that SharePoint Sites is selected.
        • In the Start Addresses section, crawl rule url should be displayed or if it’s not displayed then add it here.
        • Leave other properties as it is and click OK.
      • Create a Manage Metadata service application (Automatic)
      • Create a Business Data Connectivity Service application (Automatic)
  • Permission on All Service (Automatic)
Services Administrators Tab Permissions Tab
Search Service App Pool User
i.e. SP_Farm or SP_Admin or Administrator : Full Control Permission
  1. SP_Farm
  2. SP_WebApps
  3. Local Farm

Full Control Permission to all User

User Profile Service

1) App Pool User
i.e. SP_Farm or SP_Admin
or Administrator: Full
Control Permission

2) SP_Crawl : Retrieve People
Data for Search Crawlers
Permission

  1.  SP_Farm
  2.  SP_WebApps

Full Control Permission
to all User

Manage Metadata Service
  1. App Pool User
    i.e. SP_Farm or SP_Admin
    or Administrator: Full
    Control Permission
  2. SP_Crawl : Full
    Control Permission
  1. Local Farm
  2. Tenantadmin

Full Control Permission to all User

Business Data Connectivity Service
  1. App Pool User
    i.e. SP_Farm or SP_Admin
    or Administrator: Full
    Control Permission
  2. SP_Crawl : Full
    Control Permission
  1. Local Farm
  2. Tenantadmin

Full Control Permission to all User

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