Fried dallas spug

Jeff FriedCTO, BA Insight

SharePointUser’s Group

Supercharging SharePoint for Success with Search

Jeff FriedCTO, BA Insight

2

Today’s session

Focused on Search and SharePoint since 2004

Longtime Search Nerd• CTO, BA Insight• Senior PM, Microsoft• VP, FAST• SVP, LingoMotors

Who is this guy? About Jeff FriedPassionate About• Search• SharePoint• Search-driven

applications(aka “InfoApps”)

Blog: DoMoreWithSearch.comTechnet Column“A View from the Crawlspace”

jeff.fried@bainsight.com

About BA Insight

• HTTP• File shares• SharePoint• User profiles• Lotus Notes • Documentum• Exchange folders• Custom - BCS

• SharePoint• SP Apps• Devices• Non-SP UX

SharePoint 2013 Search ArchitecturePublic APIUnit of scale/role boundary

Search is Pervasive in SharePoint 2013

• Content By Search Web Part• My Tasks• My Site View• “What’s new” feed• E-Discovery Console• Topic Pages• Recommendations• Customer Engagement Portal• Image Library search• Exchange 15 search• Web Content Management

9

10

SurveysQuestionnairesFeedback

The problem must be the content is not indexedRFI/RFP

FrustrationRoot cause analysis

Attempt fix

Request feedback

The Search

Immaturity Cycle

11

Source: http://searchpatterns.org

Have you ever used any of these search apps?

Our Search Strategy Success Model

Context(Classes of Users)

MetadataStrategy

User Experience

Strategy(UX)

ContentStrategy

• Context

• Content

• Metadata

• UX

“The #1 thing you can do to increase relevance

is to attend to your content.”

What is an Authoritative Source?

Use Authoritative Sources in SharePoint

Sites that are important

Sites with low intrinsic relevance

Takes ~24hrs to propagate

Search Provides a Unified View

••••••••••••

Think beyond SharePoint content in Search••••••••••••

•••

••••••••

Search with LoB content Agile Information Integration

Search Content needs Gardeners

Content Strategy Highlights

Structure sets content free

Metadata Powers the Search User Experience

Start using Managed Metadata

Creating Metadata by MachinePopulated Managed Metadata according to taxonomies in the SharePoint Term Store

Say “Annotate”

Look Mom….No Metadata!

Metadata Strategy Highlights

Adaptive Refinement

Rich Refinement after Categorization

Use Query Rules for Recommended Results

http://www.bainsight.com/blog/setting-up-recommended-results-for-search-in-sharepoint-2013

Converting Search into Action

• Search is part of a larger process That process is a big part of the context

• Make it easy to carry the results of

search sessions into that process

Example: Shopping Cart, Comparisons

UX Strategy Highlights

Traps to avoid

Demo

Graph Search

Facebook Graph Search is Actually Useful

The old search The new Graph Search:

At first glance, Graph Search could be perceived as a very minor feature change. However comparing it to the old Facebook search bar illustrates how much potential it has to make search a worthwhile part of the Facebook experience.

Demo

Manager

Direct report

Works with

Shared with me

Viewed by me

Trending around me

Presented to me

Liked by me

What is The Office Graph?

Works with

Modified byJenny Gottfried

Trending aroundJenny Gottfried

Modified byJenny Gottfried

Liked byJim Geist

Emailed to me

Emailed to me

Works with

Modified by Jim Geist

Modified by Alan Brewer

Commented on

Commented on

Trending aroundNancy Anderson

The Office Graph is Built off of 2013 Search

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–

– Waldek Mastykarz

Delve is ‘just’ a UI on the Office Graph

Content and signals across O365 auto-populating the Office Graph for teams

Insights derived with machine learning to help YOU get the job done right NOW

Current Sources/Signals

– SharePoint Search REST API overview

–

–

Graph Query Language (GQL) v1.0

Notes +Gotchas

A Little More Demo

On-Premises

Strategies for Hybrid SharePoint

Migrate at your own pace to the cloud with little or no disruption to existing service

Pilot Online Service with a subset of users

Transient:Migrate everything to the cloud

Maintain a Hybrid Model providing Services On-Premises or Online based on the Organization needs

Continue to use existing customizations On-Premises

Permanent:Maintain a hybrid model

Migrate remote users physically distant from On-Premises deployment to Online for better experienceHost certain data in particular locations Online for compliance or data sovereignty reasons

Gain the advantage of moving to cloud infrastructure ((TCO) where ever possible

Key considerationsAvailability of features Online versus On-Premises on particular workloads

Significant investments in customization of certain On-Premises workloads

Concerns over global network performance with remote sites in distant locations relative to On-Premises deployments

Regulatory considerations

Manageability concerns

Hybrid Cloud Adoption Patterns – O365

Search bridges the silos created by cloud adoption ->

Adopting Hybrid SharePoint is a search project

Split User Split Workload

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 3 EPG customers is licensed for O365, will be 1 of every 2 by January 2015, adopting in two patterns:

Across O365:• SharePoint• Exchange • Lync• Yammer• OneDrive• Delve

Within SharePoint:• Mysites• TeamSites• Extranet• Intranet• Portals• Focused Sites• Services Farms

Search Provides a Unified View

Centralized Index vs. Virtual Index

SharePoint 2013 Search Architecture

Public API

Unit of scale/role boundaryExtensibility Points

NotMulti-tenant

SharePoint 2013 Search and O365

Limitations: Cannot crawl external content from O365CEWS not available from O365Cannot Crawl O365 from Onprem with OOB Connector

OOB Federated Search User Experience

Results from Cloud

Results from SharePoint

On-Premise

Refiners from Cloud only

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 ApplicationsKnowledge

CenterHelpDesk Intranet Portal

ProductCatalog

KnowledgeIntegrationPlatform

User ExperienceEngine

Content IntelligenceEngine

Content ConnectivityEngine

1.

2.

3.

Portal On-Premises:Hybrid Configuration with Portals in SharePoint Server

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On-Prem On-Line

Primary Portal On-Prem(Centralized On-Premises Index)

1. Existing portals, with new content added online

2. Existing portals with content moving online

3.

Portal On-Premises:Hybrid Configuration with Portals in SharePoint Server

59

On-Prem On-Line

Primary Portal On-Prem(MultiSearch: Query Federation , Interleaved Results)

Interleaving Federator

BA Insight Federator

4.

5.

Portal Online:Hybrid Configuration with Portals in SharePoint Online

62

On-Prem On-Line

Secondary Portal On-Line(Remote Result Source from On-Prem Index)

Remote Result Source

6.

7.

“Pure Cloud”:Cloud Configuration with Portals in SharePoint Online

64

SharePoint Server in Azurein hybrid configuration with O365 Tenant

Virtual Network

Cloud Service

Availability Set

Active Directory & DNS

Cloud Service Cloud Service

Availability Set

Front End

Availability Set

App server

Availability Set

Database

Microsoft Azure

Gatewaysubnet

Active VPN

On-premises environment

Optional!

Succeeding with Hybrid SharePoint

Consumer Search-Driven Apps

Tailored, Targeted Search-Driven Apps are EffectiveEnterprise Search Driven Apps Search for Experts, Projects,

Customers, Vendors, Parts, etc.

Intuitive Dynamic Contextual Mobile 360° View

SP2013 Supports Multiple SDAs

Extensible Search Platform

Peop

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Intra

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Site

Sear

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Reco

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enda

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Cont

ent b

y Sea

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Topi

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Cont

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win

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My T

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E-Di

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Vide

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Partn

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General Purpose WCM MySites

Cust

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App

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A Developer’s View of SearchHTTP

File shares

SharePoint

User Profiles

Exchange

Lotus Notes

Documentum

Custom

Content Sources

Content Query

Crawling ContentProcessing Indexer Query

Processing

SearchAdministration Analytics

BCS

Index

SearchSchema

CEWS REST

CSOM

PowerShellQuery RulesResult Templates

SP Apps

Win8 Apps

Mobile Apps

Search Verticals

Search Center

Topic Pages

“No Code” Apps

Architecture/DesignHardware/InfrastructureMetadata Creation & MappingContent Processing & IndexingUI components & configurationComponent/Workload integrationTuning & TweakingUser FeedbackOperations and cutover

Envisioning

OO

B setup

Prototype

Info Architecture

Benchmarking

Polishing

Cutover

Buildout

Operations

Start OOB, Multiple Phases of User Feedback

Site Navigation

Company Data

Sub Navigation

Products

Activities

Knowledge

SearchWelcome User | TitleLogo

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Architecture/DesignHardware/InfrastructureMetadata Creation & MappingLOB system configurationContent Processing & IndexingUI components & configurationBack end componentsCustom DevelopmentSystem IntegrationTuning & TweakingRelevance & HCIR User FeedbackSecurity audits and improvementsOperations

Envisioning

OO

B setup

Initial Prototype

Info Architecture

Benchmarking

Deeper Prototype

Polishing

Full Scale Prototype

Cutover

Pilot

Buildout

Production

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•

•

•

•

• Start early with OOB experience•

• Keep an active staging system••

• Grow incrementally & continually••••

• Don’t be afraid to customize•

• Establish success early, build on•

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••

•••

•••

•

•

•

•

The Next Wave

External Content & SignalsConsistent, Quality MetadataRicher Actors, Actions, and ObjectsNew Graph-Driven Experiences

Recap

Questions & Discussion