45 consultants - Xylos Inspired... · Single search index in SharePoint Online •Relevance...
81
Transcript of 45 consultants - Xylos Inspired... · Single search index in SharePoint Online •Relevance...
45 consultants
Architecture Migrations Business Analysis Functional analysis Branding Development
Project Management Learning & coaching User Adoption E-learning Governance Support …
POWERSharePoint Service Desk
People centric by design
Original services
We work as partners
Ease of doing business
Raise value, be proactive
Stefaan Van Autgaerden & Thomas Vochten
02/12/2016
Search & Metadata
• How to start a search project
• Evolution of the search experience
• Technical nuts & bolts
• Managing your search center
• Futures & roadmap
• Q & A
Agenda
About Us
Stefaan Van AutgaerdenSharePoint Consultant | [email protected]
Thomas VochtenSharePoint Consultant & Microsoft MVP | [email protected]
How to start a search project
Sales
Engineers
Meet the Tasmanian Traders
IT
Project Managers
The Tasmanian Traders data landscape
The Tasmanian Traders SharePoint landscape
Customer A
Customer B
Customer Office
R&D
HR
Departments
Beverages
Dairy Products
Products
Find the needle in the haystack
Findability
Accessibility Navigation SearchInformation architecture
User experience
User interactions
User profile E-Discovery
Title
Author
Publisher
# words# pages
Literature
Metadata
• Book Content Type• Title
• Author
• Publisher
• Number of words
• Number of pages
• Literature • Autobiography
• Biography
• Fable
• Science fiction
Demo
Metadata
Metadata
• Site columns
• Content types
• Managed metadata
• Default metadata ~ Metadata inheritance
• Site level metadata
Folders vs metadata
• Folders • Categorizing your content
• Multiple sub folders => URL length
Folders
• Folders • Security boundaries (if automated)
• List view threshold
• “Archive”
• Unique file names
Findability
Accessibility Navigation SearchInformation architecture
User experience
User interactions
User profile E-Discovery
Demo
Navigation
Navigation
• Managed navigation
• Term set per site collection
• Pin & reuse terms
• Manual vs scripted
• Custom managed navigation control
Findability
Accessibility Navigation SearchInformation architecture
User experience
User interactions
User profile E-Discovery
User profile
• Managed metadata
• Search & User profile metadata
Demo
User profile
Findability
Accessibility Navigation SearchInformation architecture
User experience
User interactions
User profile E-Discovery
Managed properties
Name Client
Hubo
Brico
Gamma
Customer Name
Hubo
Brico
Gamma
SALES 1
SALES 2
SALES MANAGER
WHO ARE MY CLIENTS?
Clients
Hubo
Brico
Gamma
Create a Managed Property Clients
Refiners
Showing refiner counters
Give extra feedback about the amount of results
Using visual refinersMake refinement easier, otherwise they stay unused
A PICTURE IS WORTH A THOUSAND WORDSArthur Brisbane
Result sources
Display templates
“Display Templates are used with the CSWP to format/style search results generated by the CSWP search query”
Display templates
Demo
Search
Findability
Accessibility Navigation SearchInformation architecture
User experience
User interactions
User profile E-Discovery
Managing your search center
Search Center
Demo
Search Center
Evolution of the search experience
Stop searching, start finding
Delve & Microsoft Graph
Hybrid - The Way Forward
Technical nuts & bolts
Search Engine Components
© Microsoft
Or in the cloud whendoing hybrid search
Topology and Sizing
Going Hybrid: Query Federation
• Complex to setup
• Requires a complete Search Service Application
• Separate result blocks
• Without ranking and relevance integration
• No refiners
• Maximum 10 results
• …
Going Hybrid: Query Federation vs true Hybrid Search
New Cloud Hybrid SearchSP2013 Hybrid Search
Single search index in SharePoint Online
• Relevance ranking, refiners and previews (*)
• Simple setup and architecture
• Supports all content sources
• Security trimming
• Unified search experience
* On-Prem previews require Office Online Server and reverse proxy setup
Same results, refiners, ranking, …
Hybrid Search Configuration
Directory Synchronization of
AD users and groups
SharePoint Server with
Cloud Search service application2013SP1 or 2016
Hybrid environment with Office 365
Basic Cloud Hybrid Search requirements
Additional requirements for search previews
Reverse proxy back to
on-premises WAC/Office Online server
Crawling
Querying
Hybrid Search considerations
• Connect multiple farms to the same tenant
• Every user needs an Office 365 license
• Decide where you want to do People Search
• Advanced customizations are not possible (yet)
• Delve integration only through search
• Document previews for On-Premises content requires Office Web Apps exposed through a reverse proxy server
Demo
Hybrid Search
Distributed farms
Distributed farms connected to single tenant
SharePoint Online+
On-Premises
Office 365 Tenant
SP-2013 Cloud SSAAmsterdam
SP-2013 Cloud SSASan Fransisco
SP-2013 Cloud SSAJakarta
SP-2016 Cloud SSA….
Archiving and migrations
Archiving and migrationsRelaxing the archive and delete discussion
File ShareSP2007 Content
On-Premises Office 365
SP2010 Content
SP 2013 / 2016+ Cloud SSA
Archive to file share
Archive searchable and retrievable from
Online
eDiscovery and Compliancy
eDiscovery and Compliancy are search driven solutions
Single index in Online opens eDiscovery and Compliancy solutions across Online and On-Premises content
Make sure you are logged in with an account that has access to the on-prem content sources
Demo
Hybrid Search - eDiscovery & Compliancy
Tip - Use a Display Template
Highlight on-premises content with a special icon
http://thvo.me/displaytemplatehybridDeveloped by Elio Struyf
Hybrid Metadata / Taxonomy
• Currently in Preview for 2013 & 2016
• The missing link in the hybrid search story
• SharePoint Online becomes the master repository
• On-premises timer job will sync your metadata regularly
Hybrid Metadata / Taxonomy
Optional initial data movement with PowerShell
From On-Premises towards the cloud
Copy-SPTaxonomyGroups -LocalTermStoreName "Managed Metadata Service Application Proxy“ `
-RemoteSiteUrl https://thvo.sharepoint.com `-LocalSiteUrl "https://content.thvo.net" `-GroupNames "hybrid“ `-Credential $cred
Hybrid Metadata Considerations
• Still in preview
• Terms for managed navigation work
• Term store limit in SharePoint Online is only 200.000vs 1.000.000 on-premises
Demo
Hybrid Metadata / Taxonomy
Futures & roadmap
Keeping up with fast-paced change
• Sign-up for First Release
• Follow https://blogs.office.com
• Inform your users
• Connect to the broader community through events & user groups
Q & A
