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Jeff FriedCTO, BA Insight
SharePointUser’s Group
Supercharging SharePoint for Success with Search
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”
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
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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
–
–
– 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
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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
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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
le Se
arch
Intra
net S
earc
h
Site
Sear
ch
Reco
mm
enda
tions
Cont
ent b
y Sea
rch
Topi
c Pag
es
Cont
ent I
’m F
ollo
win
g
My T
asks
E-Di
scov
ery S
earc
h
Vide
o Se
arch
Partn
er-B
uilt
General Purpose WCM MySites
Cust
om Se
arch
App
s
Research Portal Unified View Customer Service ComplianceAnalyst’s workbenchManagement AdviserInnovation Center
Voice of the CustomerLogistics CenterConsolidated Dashboard
Call CenterOnline ServiceSales Dashboard
Fraud CenterE-DiscoveryInfo Governance
Search Driven Applications are found in every industry and every functionTraditionally, search vendors describe these as possibilities using their platforms;
but implementation costs have been >$1M
Build these compelling applications by configuring proven capabilities that encapsulate good search UX practice, rather than coding from scratch
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Example search-driven application
Expertise Finder “Fusion”
• Sliders interactively weight different features of experts
Relevant contacts from InterAction CRM.
Client Search to locate client profile and related information.
All related matters listed link directly to matter views.
Search-Driven Application for Legal Research Documents from many sourcesAll client or matter-relevant documents are integrated. Rich MetaData
Content annotated automatically – concepts, categories, citations, matters, clients, etc
Navigation ControlsExplore, Discover, Drill-down
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
Simple Search VerticalsSearch Box
Results web part
Nav Entry (all are verticals)
Query Rules
Item Templates
Refiners
Sort Menu
Result source for this site
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
DatasheetsSafety
Manuals, MSDS, User
Guides
AssetsEquipment, Inventory
Maintenance History Date Last Serviced, problem areas,
serviced by name
Welcome User | TitleLogo
Relevant Experts
Content-driven expertise search
Navigation
Search
LocationName, Supervisor,
Coordinates
Safety Information
MTBF, site safety goals
79
Datasheets (MSDS)
Maintenance History
Assets
Sunshine Oil Corporation™
Rig Name: Mars P-167435Location: 168 Miles - SE New OrleansGEO Coordinates: 48.5° N 243.5° EType: Semi-SubmersibleSupervisor: Christopher LloydTelephone: 867-456-1812
Mars P-167435
Site Safety Goals
Location Map
MTBR & MTBM
MSDS Data Sheet Classification Supplier
BA-20 Chemical Halliburton
BA-40L Chemical Halliburton
BC-140 Chemical Halliburton
BC-200 UC Chemical Halliburton
BE-9 Chemical Halliburton
CL-31 Chemical Halliburton
Cla-WebChemical Halliburton
FDP-S944-09 Chemical Halliburton
FDP-S1007-11Chemical Schlumberge
r
Show more ̌
27
21
13
8
2
Asset ClassAny Asset Class
Rig
Well
Pipeline
Environmental
Safety
API Number Lease Name Longitude Latitude Spud Date, M/Y
30-041-20556 FINLEY -103.51213 33.90625 12/21/1980
30-041-20571 RADCLIFF -103.50778 33.91354 2/14/1981
30-041-20592 TERRY -103.50778 33.90628 4/23/1981
30-041-20558 ANNIE-HARVEY -103.51648 33.89897 6/3/1982
30-041-20595 LAGRONE -103.4945 33.93200 6/1/1982
30-041-20580 COLLIER A -103.49062 33.92819 3/15/1981
30-041-20611 FRANSE -103.49064 33.93161 10/5/1981
30-041-20594 COLLIER -103.49497 33.92842 6/6/1981
30-041-20619 TAYLOR -103.49983 33.93116 9/21/1981
30-005-62755 STATE 35 -104.07377 33.99999 12/27/1989
30-005-61661 ANTELOPE FEDERAL -104.66293 33.93426 6/13/1983
30-005-62221 JERRY DON FEDERAL -104.68498 33.95237 12/8/1984
30-005-62204 PRONGHORN FEDERAL -104.66725 33.93701 11/17/1984
API Well Number
Inspection Number
Purpose of Inspection Violation
Date of Violation
34005205660000
1310908117 Status Check Violation 7/12/2011
34005219120000
1299593505 Status Check Violation 3/8/2011
34005236000000
-1216747908 Status Check Violation 4/12/2011
34005236050000
1302617968 Status Check Violation 4/12/2011
34007243370000
-1637783894 Complaint Violation 5/24/2011
34009201290000
1297962164 Complaint Violation 2/17/2011
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
•
•
•
•
•
• Start early with OOB experience•
• Keep an active staging system••
• Grow incrementally & continually••••
• Don’t be afraid to customize•
• Establish success early, build on•
Customer Service 360 Client Matter 360 Sales Manager View
Analyst Workbench Research Portal Intelligence Dashboard
•
••
•••
•••
•
•
•
•
The Next Wave
External Content & SignalsConsistent, Quality MetadataRicher Actors, Actions, and ObjectsNew Graph-Driven Experiences
Recap
Questions & Discussion
