sharepoinTony

@info – The practical side of SharePoint

Posts Tagged ‘iFilters’

SP Foundation, Search Server Express & iFilters

Posted by sharepoinTony on February 17, 2011

I found conflicting information regarding compatibility between Search Server Express (SSE) and SharePoint Foundation when I started looking online.  Some said SSE couldn’t be installed on a server that already had SharePoint Foundation (SPF) running.  It also was rumored that pdf iFilters couldn’t be installed on SSE or SPF.

I hope this post clarifies some of these misconceptions, rumors, and general confusion.

What I Found

Quick Facts

(I hope I get ’em right, I don’t want to continue spreading confusion)

  • Search Server Express CAN be installed on top of an existing SPF install
  • PDF iFilters CAN be installed on SSE
  • iFilters CANNOT be installed on SPF alone
  • Installing SSE on a clean server DOES include SPF

More Info

You can find steps to Install Search Server 2010 Express which can be followed to install on a SharePoint Foundation 2010 server.  The only critical changes are:

  1. You must select the Server Farm installation (otherwise the SSE will try installing SPF)
  2. Do not select “Create a new server farm” after the SharePoint Products Configuration Wizard completes, and do not use the wizard to setup/configure your farm – Cancel to manually configure the farm.

After you have completed the installation you will have to configure search manually by following the Post-installation steps for Search Server 2010.  That isn’t ideal, but those steps are close enough that you should be able to work your way through successfully.

Final Steps – PDF iFilter

In addition to setting up the iFilters as described in a previous post about SharePoint 2010 PDF iFilters, I had to make the following registry change before I could get Search Server Express to return results that included PDF files.

  1. Start, Run… regedit
  2. Navigate to the following location:
    • \\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office Server\14.0\Search\Setup\ContentIndexCommon\Filters\Extension

  3. Right-click Extension, a menu will appear.
  4. Click New–> Key to create a new key for .pdf (enter “.pdf” and Save, be sure to enter the dot)
  5. Click your new .pdf key, then right-click and Modify the Default (Name (Default) Type REG_SZ)
  6. Add {E8978DA6-047F-4E3D-9C78-CDBE46041603} as the Default Value, click OK
  7. You may also have to restart the SharePoint Server Search 14 service (I did)
  8. Start a Full Crawl to ensure your content is indexed now that the iFilter is configured

Posted in Administration, Install and Configure, Search, SharePoint 2010 | Tagged: , , | 5 Comments »

SharePoint 2010 iFilters and PDF setup

Posted by sharepoinTony on January 31, 2011

About iFilters

IFilters are components that allow search services to index content of specific file types, letting you search for content in those files. They are intended for use with Microsoft Search Services (Sharepoint, SQL, Exchange, Windows Search).

This post pulls together information and steps to do what I consider the typical “pdf setup”.  I find that most often I am asked to setup a SharePoint 2010 system to not only display the pdf icon, but also to enable search, and to allow the pdf’s to open in the browser window.   I am writing this because I haven’t found a step-by-step guide that includes all 3 of these behaviors together.

There are several different things to do to implement the use of PDF’s in SharePoint.   You have to add the icon to display;  you have to adjust General Settings to allow pdf’s to open in the browser, and you enable SharePoint to search for pdf’s by installing the iFilter.

You may also want to Download and install the Microsoft Office 2010 iFilter Pack: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=5CD4DCD7-D3E6-4970-875E-ABA93459FBEE

Let’s get started.

These steps should be completed on the SharePoint “application server” (primary SP server

  1. Download AND Install Adobe’s 64-bit PDF iFilter http://www.adobe.com/support/downloads/detail.jsp?ftpID=4025 (Make sure you get the 64-bit version – iFilter 9)
  2. Download the Adobe PDF icon (select Small 17 x 17) – http://www.adobe.com/misc/linking.html
    1. Give the icon a name or accept the default: ‘pdficon_small.gif’
    2. Save the icon (or copy to) C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\IMAGES

Note: Some say that you may need to use the specific file name “pdf16.gif” for the icon to display correctly in the next step.  I have not experienced any issues that confirm this SharePoint hearsay.

  1. Steps to Edit the DOCICON.XML file to include the PDF icon
    1. Per Microsoft support (http://support.microsoft.com/kb/832809 ) Stop IIS by running IISRESET /Stop
    2. Start NotePad, Run as Administrator, and then navigate to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\XML to open/edit the DOCICON.XML file
    3. Scroll down to the <ByExtension> section of the file, skipping past the <ByProgID> section
    4. Within the <ByExtension> section, insert <Mapping Key=”pdf” Value=”pdficon_small.gif” OpenControl=””/
    5. Save and close the file
    6. Go back to your cmd prompt window and run IISRESET /Start

The easiest way is to copy an existing entry – just copy any “Mapping Key” line that has the OpenControl attribute… and replace the parameters for Key and Value.  It is better to copy from within the xml file than to copy the above line for pasting because the double quotes may not be correct.  Make sure you use the correct image name that was placed in the images directory.

Check the SharePoint site to see that the PDF icon is now displayed.

  1. Add PDFto the list of supported file types within SharePoint (to enable Search)
    1. In the web browser, open SharePoint Central Administration
    2. Under Application Management, click on Manage service applications
    3. Scroll down the list of service apps and click on Search Service Application
    4. Within the Search Administration dashboard, in the sidebar on the left, click File Types
    5. Click ‘New File Type’ and enter PDF in the File extension box. Click OK
    6. Scroll down the list of file types and check that PDF is now listed and displaying the pdf icon.
  2. Navigate back to Central Administration/Application Management (to allow PDF’s to open in the browser)
    1. Select the appropriate web application (you may have to repeat these steps if you have multiple web apps) then click on General Settings in the Ribbon
    2. Scroll down to “Browser File Handling” and set this to Permissive
    3. Click the OK button.  (Repeat the last two steps for additional web apps)
    4. Close the web browser
  3. Stop and restart Internet Information Server (IIS) – IISRESET
  • Perform a full crawl of your index.  SharePoint indexes file names with the extensions listed under File Types and ignores everything else. When a new file type is added, you  have to perform a full crawl to force SharePoint to identify all files with the ‘new’ file extension.

Additional Note: there are some reports that the Adobe iFilter installation will not properly update the Registry in some environments.  Check the Adobe iFilter installation information or search online to find possible Registry edits if the above steps do not achieve the desired behavior for PDF files in SharePoint.

UPDATE: Found a nice white paper on this topic by Dave Coleman that is a good reference: http://www.sharepointedutech.com/2010/09/14/adobe-pdf-setup-for-sharepoint-2010/

Posted in Install and Configure, SharePoint 2010, Tips and Tricks | Tagged: , | 4 Comments »