Slides from "Supercharging SharePoint for Success with Search" at Houston SharePoint User Group on Non 19th. Ranges across 4 topics: best practices for search deployment, hybrid sharepoint and search, Delve and Office Graph, and Search-Driven Applications

1. Jeff Fried
CTO, BA Insight
SharePoint
User’s Group
Supercharging SharePoint for Success with Search

2. 2

3. Today’s session

4. Focused on Search and SharePoint since 2004
Longtime Search Nerd
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CTO, BA Insight
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Senior PM, Microsoft
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VP, FAST
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SVP, LingoMotors
Who is this guy? About Jeff Fried
Passionate About
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Search
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SharePoint
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Search-driven applications
(aka “InfoApps”)
Blog: DoMoreWithSearch.com
TechnetColumn
“A View from the Crawlspace”
jeff.fried@bainsight.com

5. About BA Insight
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7. •
HTTP
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File shares
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SharePoint
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User profiles
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Lotus Notes
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Documentum
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Exchange folders
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Custom -BCS
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SharePoint
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SP Apps
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Devices
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Non-SP UX
SharePoint 2013 Search Architecture
Public API
Unit of scale/role boundary

8. Search is Pervasive in SharePoint 2013
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Content By Search Web Part
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My Tasks
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My Site View
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“What’s new” feed
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E-Discovery Console
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Topic Pages
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Recommendations
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Customer Engagement Portal
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Image Library search
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Exchange 15 search
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Web Content Management

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10. 10
Surveys
Questionnaires
Feedback
The problem must be the content is not indexed
RFI/RFP
Frustration
Root cause analysis
Attempt fix
Request feedback
The Search
Immaturity
Cycle

11. 11
Source: http://searchpatterns.org

12. Have you ever used any of these search apps?

13. Our Search Strategy Success Model
Context
(Classes of Users)
Metadata
Strategy
User Experience
Strategy
(UX)
Content
Strategy
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Context
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Content
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Metadata
•
UX

14. “The #1 thing you can do to
increase relevance
is to attend to your content.”

15. What is an Authoritative Source?

16. Use Authoritative Sources in SharePoint
Sites that are important
Sites with low intrinsic relevance
Takes ~24hrs to propagate

17. Search Provides a Unified View

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Think beyond SharePoint content in Search
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Search with LoBcontent Agile Information Integration

19. Search Content needs Gardeners

20. Content Strategy Highlights
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21. Structure sets content free

22. Metadata Powers the Search User Experience

23. Start using Managed Metadata

24. Creating Metadata by Machine
Populated Managed Metadata according to taxonomies in the SharePoint Term Store
Say “Annotate”
Look Mom….
No Metadata!

25. Metadata Strategy Highlights
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26. Adaptive Refinement
Rich Refinement after Categorization

27. Use Query Rules for Recommended Results
http://www.bainsight.com/blog/setting-up-recommended-results-for- search-in-sharepoint-2013

28. Converting Search into Action
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Search is part of a larger process
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That process is a big part of the context
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Make it easy to carry the results of search sessions into that process

29. Example: Shopping Cart, Comparisons

30. UX Strategy Highlights
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31. Traps to avoid

33. Demo

34. 
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Graph Search

35. 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.

36. Demo

37. 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 by
Jenny Gottfried
Trending around
Jenny Gottfried
Modified by
Jenny Gottfried
Liked by
Jim Geist
Emailed to me
Emailed to me
Works with
Modified by
Jim Geist
Modified by
Alan Brewer
Commented on
Commented on
Trending around
Nancy Anderson

38. 
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The Office Graph is Built off of 2013 Search

39. 
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–WaldekMastykarz
Delve is ‘just’ a UI on the Office Graph

40. 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
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


41. Current Sources/Signals
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42. 
–SharePoint Search REST API overview
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Graph Query Language (GQL) v1.0

43. Notes +
Gotchas

44. A Little More Demo

45. On-Premises

46. 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 experience
Host certain data in particular locations Online for compliance or data sovereignty reasons
Gain the advantage of moving to cloud infrastructure ((TCO) where ever possible

47. Key considerations
Availability 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

48. 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:
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SharePoint
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Exchange
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Lync
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Yammer
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OneDrive
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Delve
Within SharePoint:
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Mysites
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TeamSites
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Extranet
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Intranet
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Portals
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Focused Sites
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Services Farms

49. Search Provides a Unified View

50. Centralized Index vs. Virtual Index
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51. SharePoint 2013 Search Architecture
Public API
Unit of scale/role boundary
Extensibility Points
Not
Multi-tenant

52. SharePoint 2013 Search and O365
Limitations:
Cannot crawl external content from O365
CEWS not available from O365
Cannot Crawl O365 from Onpremwith OOB Connector

53. OOB Federated Search User Experience
Results from Cloud
Results from SharePoint On-Premise
Refiners from Cloud only

54. BA Insight Knowledge Integration Platform
Access to all enterprise content
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Secure connectivity to a wide variety of systems
High quality, consistent metadata
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Automated classification and metadata generation
Remarkable search user experience
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Content visualization, presentation, and interaction
Search-Driven Applications
Knowledge
Center
Help
Desk
Intranet
Portal
Product
Catalog
Knowledge
Integration
Platform
User Experience
Engine
Content Intelligence
Engine
Content Connectivity
Engine

55. 1.
2.
3.
Portal On-Premises: Hybrid Configuration with Portals in SharePoint Server
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56. On-Prem
On-Line
Primary Portal On-Prem(Centralized On-Premises Index)

57. 1.
Existing portals, with new content added online
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Existing portals with content moving online
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Portal On-Premises: Hybrid Configuration with Portals in SharePoint Server
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58. On-Prem
On-Line
Primary Portal On-Prem(MultiSearch: Query Federation , Interleaved Results)
Interleaving
Federator

59. BA Insight Federator

60. 4.
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Portal Online: Hybrid Configuration with Portals in SharePoint Online
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61. On-Prem
On-Line
Secondary Portal On-Line(Remote Result Source from On-Prem Index)
Remote
Result Source

62. 6.
7.
“Pure Cloud”: Cloud Configuration with Portals in SharePoint Online
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63. SharePoint Server in Azurein hybrid configuration with O365 TenantVirtual Network Cloud ServiceAvailability SetActive Directory & DNS Cloud Service Cloud ServiceAvailability SetFront EndAvailability SetApp serverAvailability SetDatabaseMicrosoft AzureGatewaysubnetActive VPNOn-premises environmentOptional!

64. Succeeding with Hybrid SharePoint
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66. Consumer Search-Driven Apps
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Tailored, Targeted Search-Driven Apps are Effective
Enterprise Search Driven Apps
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Search for Experts, Projects, Customers, Vendors, Parts, etc.
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Intuitive
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Dynamic
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Contextual
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Mobile
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360°View

67. SP2013 Supports Multiple SDAs
Extensible Search Platform People SearchIntranet SearchSite SearchRecommendationsContent by SearchTopic PagesContent I’m FollowingMy TasksE-Discovery SearchVideo SearchPartner-Built General Purpose WCMMySites Custom Search Apps

68. Research Portal
Unified View
Customer Service
Compliance
Analyst’s workbench
Management Adviser
InnovationCenter
Voice of the Customer
Logistics Center
Consolidated Dashboard
Call Center
Online Service
Sales Dashboard
FraudCenter
E-Discovery
Info Governance
Search Driven Applications are found in every industry and every function
Traditionally, 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

69. 71
Example search-driven application

70. Expertise Finder “Fusion”
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Sliders interactively weight different features of experts

71. Relevant contacts from InterActionCRM.
Client Search to locate client profile and related information.
All related matters listed link directly to matter views.

72. Search-Driven Application for Legal Research
Documents from many sourcesAll client or matter-relevant documents are integrated.
Rich MetaDataContent annotated automatically –concepts, categories, citations, matters, clients, etc
Navigation ControlsExplore, Discover, Drill-down

73. A Developer’s View of Search
HTTPFile sharesSharePointUser ProfilesExchangeLotus NotesDocumentumCustomContent SourcesContentQueryCrawlingContentProcessingIndexerQuery ProcessingSearchAdministrationAnalyticsBCSIndexSearchSchemaCEWSRESTCSOMPowerShellQuery RulesResult TemplatesSP AppsWin8 AppsMobile AppsSearch VerticalsSearch CenterTopic Pages“No Code” Apps

74. Simple Search Verticals
Search Box
Results web part
NavEntry (all are verticals)
Query Rules
Item Templates
Refiners
Sort Menu
Result source for this site

76. Architecture/DesignHardware/InfrastructureMetadata Creation & MappingContent Processing & IndexingUI components & configurationComponent/Workload integrationTuning & TweakingUser FeedbackOperations and cutover EnvisioningOOB setupPrototypeInfo ArchitectureBenchmarkingPolishingCutoverBuildoutOperations
Start OOB, Multiple Phases of User Feedback

77. Site Navigation
Datasheets
Safety Manuals, MSDS, User Guides
Assets
Equipment, Inventory
Maintenance History
Date Last Serviced, problem areas, serviced by name
Welcome User | Title
Logo
Relevant Experts
Content-driven expertise search
Navigation
Search
Location
Name, Supervisor, Coordinates
Safety Information
MTBF, site safety goals 79

78. Datasheets (MSDS)
Maintenance History
Assets
SunshineOil Corporation™
Rig Name: Mars P-167435
Location: 168 Miles -SE New Orleans
GEO Coordinates: 48.5°N 243.5°E
Type: Semi-Submersible
Supervisor: Christopher Lloyd
Telephone: 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-Web
Chemical
Halliburton
FDP-S944-09
Chemical
Halliburton
FDP-S1007-11
Chemical
Schlumberger
Show more ̌
27
21
13
8
2
Asset Class
Any 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

79. Architecture/DesignHardware/InfrastructureMetadata Creation & MappingLOB system configurationContent Processing & IndexingUI components & configurationBack end componentsCustom DevelopmentSystem IntegrationTuning & TweakingRelevance & HCIR User FeedbackSecurity audits and improvementsOperations EnvisioningOOB setupInitial PrototypeInfo ArchitectureBenchmarkingDeeper PrototypePolishingFull Scale PrototypeCutoverPilotBuildoutProduction

80. •
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81. •
Start early with OOB experience
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Keep an active staging system
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Grow incrementally & continually
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Don’t be afraid to customize
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Establish success early, build on
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82. Customer Service 360
Client Matter 360
Sales Manager View
Analyst Workbench
Research Portal
Intelligence Dashboard

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86. The Next Wave
External Content & Signals
Consistent, Quality Metadata
Richer Actors, Actions, and Objects
New Graph-Driven Experiences

87. Recap

88. Questions & Discussion