Hybrid SharePoint Solutions - Netwoven SOLUTION CONSULTING •Office365 Architecture,Planning...

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  • Welcome Everyone!

    Thank you for joining us as we explore

    Developing an Effective Search Strategy for Office 365 and Hybrid Deployments

    Netwoven Confidential & Proprietary Information

    SharePoint Online and Hybrid Search Strategy

  • How to Ask Questions

    Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questionsor we will follow up after the webinar.

    If you have a question or an issue:

    Type your question in the question window of the GoToWebinar control panel on the right side of your desktop

    We will sort through the questions real time and present those most frequently asked to our panel at the end of the presentation

    If you an issue, click on the hand

    If you have a question that does not get addressed, we will post answers in our Netwoven blog or contact us via email .

    SharePoint Online and Hybrid Search Strategy

    Walt De Petris

  • Who is Netwoven

    Netwoven is a solution consulting firm serving large & mid-size enterprises

    We were founded in 2001 by former Microsoft executives

    Top domain experts from multiple industries

    and technology firms like Microsoft, Accenture, Oracle & IntelU.S. headquartered company with global development center

    Save the Children

  • Netwoven Services





    Office365 Architecture, Planning and Implementation

    Migration Services from earlierversions SharePoint or similar systems

    Social and Search based solutions

    Enterprise Content Management

    Web, Intranet & Collaboration Sites

    Big Data Management& Visualization

    Integrated Digital Marketing

    Platform Managed Services

  • About BA Insight

  • 6

    BA Insight Knowledge Integration Platform

    Access to all enterprise content Secure connectivity to a wide variety of systems

    High quality, consistent metadata Automated classification and metadata generation

    Remarkable search user experience Content visualization, presentation, and interaction

    Search-Driven Applications




    Desk Intranet PortalProduct





    User Experience


    Content Intelligence


    Content Connectivity


  • Early Registration Prize Winner!!

    Kinect for Xbox 360

    All attendees

    who registered before Feb 5th, 2014 are eligible!

    And the Winner is.

  • Microsofts go-to ISV for Enterprise Search

    Focused on Search and SharePoint since 2004

    Longtime Search Nerd

    CTO, BA Insight

    Senior PM, Microsoft

    VP, FAST

    SVP, LingoMotors

    Jeff Fried

    Passionate About



    Search-driven applications

    Technet Column

    A View from the Crawlspace



  • Drew Sutton

    Principal Consultant at Netwoven

    Enterprise Content Management andSystem Architecture Expert

    Leads the Office 365 and Enterprise Content Management Practice at Netwoven

    Worked for clients like Federal Reserve Bank, VMware, and Stanford Management Company

    Served both Fortune 1000 & mid market clients as an IT strategist

    Has worked with SharePoint since 2003 release

    Extensive knowledge in Search, Workflow, ECM, Branding, Custom Solutions and Enterprise Architecture

  • Todays Agenda

    How are people moving to the cloud? Market Trends

    Patterns of Adoption

    Search and Hybrid Cloud Techniques for Unified View

    Mechanisms with SharePoint 2013

    How to Succeed Strategy



    Expert Panel Q&A

  • How are people adopting cloud services?

    39% of organizations are implementing or maintaining a cloud solution

    Only 8% plan a full deployment in the

    Office 365 cloud, but an additional 26%

    will move to a hybrid cloud, on-premises


    Source: SharePoint Enters Its Awkward Teenage Years, Forrester.

    Source: CDW Cloud Report

  • Hybrid Cloud Adoption - Cloud on your terms

    Why Hybrid?


    On-Premises customization

    Significant footprint in Remote locations

    Regulatory reasons



  • Hybrid Cloud Adoption Patterns O365

    Search bridges the silos created by cloud adoption ->

    Adopting Hybrid Cloud is a search project

    Split User Split Workload

    An organization splitting users within a workload (Exchange or SharePoint) between On-Premises and Online

    Users on any of the workloads (Exchange, SharePoint or Lync) in the cloud while using other workloads On-Premises

    1 of every 4 EPG customers is licensed for O365, will be 1 of every 3 by June 2014, adopting in two patterns:

    Across O365: Exchange Lync Yammer OneDrive SharePoint

    Within SharePoint: Mysites TeamSites Extranet Intranet Focused Sites Services Farms

  • Hybrid Search

  • Mechanisms: Index versus Federate

    Control relevance and navigation

    Control how often the index is updated

    Control what metadata is crawled

    Support content processing/enrichment

    Ensure speed of response

    Control the load on the source system

    Advantages of crawling content Advantages of federating queries

    Get at content that you cant crawl

    No additional capacity requirements for the content index

    Large Crawl processes do not absorb Bandwidth

  • SharePoint 2013 Search Architecture

    Notes: Cannot crawl external content from O365CEWS not available from O365

  • Knowledge Integration Platform - Indexing Connectors

    Metadata Enrichment

    Change LogSecurity Mapping

    Search Optimized API


    Unified Search Index

  • New Mechanisms in SharePoint 2013: Result Sources

    Notes: No interleaving of results from sources (result blocks)Refiners from one source onlyLimited relevance control

    Promoted Result

    (Visual Best Bet)

    Office 365

    Results Block

    Promoted Result

    (Best Bet)

    Search Core Results

    Scopes and Federated Search in SharePoint 2010 are now known as Result Sources in SharePoint 2013

  • Combines refiners

    (adding ones with

    the same values)

    Creates new source

    refiner on the fly

    Interleaves result sets

    across sources by

    relevance order

    Knowledge Integration PlatformFederate Across Search Engines

  • Windows Azure

    Active Directory


    On-Premises IdentityEx: Domain\Alice







    Single identity and sign-on for on-

    premises and office 365 services

    Identities mastered on-premises with

    single point of management

    Directory synchronization to synchronize

    directory objects into Office 365

    Secure Token based authentication

    Office 365 Identity Management

    http://sharepoint.microsoft.com/en-us/http://sharepoint.microsoft.com/en-us/http://infopedia/docstore/Repository/rp/MOD/Preview/Microsoft Office 365 Technical Presentations/Identity Management for Office 365 - Wave 15.pptx
  • Recap: Mechanisms for Hybrid Search


    Crawl content from an on-premise search farm

    Uses BA Insight O365 Connector

    (Cant crawl O365 with OOB SharePoint Connector)

    + Provides uniform content processing, relevance, and latency

    Requires higher bandwidth and footprint


    Send queries to multiple search instances and combine the results

    Can use OOB Remote Result Sources OR

    Can use BA Insight Federator (interleaving)

    + Lower bandwidth, small footprint, sometimes the only way possible

    Only as good as the weakest link (no content enrichment in O365)

    Can support cross-version hybrid scenarios (SP2010 on-prem, SP2013 in cloud)

    BA Insight product must be installed on-premise

    Federation requires one SP2013 server on-premise

    Federator can be installed on SP2013 server or SP2010 server

  • How To Succeed!

    Plan and define your strategy

    Understand and select the correct Pattern of Adoption

    Understand and select the correct Implementation option/s

    Take advantage of your move

    Ready your team for the change before you execute

    Continually coach your users

    Continually analyze, gather feedback and tune your search service and index

  • Strategy Workshop

    Successful search implementations begin with the definition of a strategy

    Understand your organizations current pattern of adoption

    Does it make sense to change that pattern of adoption?

    Factors to weigh:

    Licensing and Operations Costs

    Complexity and amount of on-prem content and


    Unified View of external content required?

    Team readiness for change

    Feature Requirements Content Enrichment, External

    Access, Advanced WCM, etc.

    Must you combine patterns of adoption?

  • Patterns of Adoptions Weighing your Options

    Each Pattern of Adoption come with features and limitations ask the key questions to ensure you have adopted in a manner that works:

    Situation All Cloud Hybrid Split Workloa