Project Management Learning & coaching User Adoption E-learning Governance Support

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2 45 consultants

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4 Architecture Migrations Business Analysis Functional analysis Branding Development Project Management Learning & coaching User Adoption E-learning Governance Support

5 POWER SharePoint Service Desk People centric by design Original services We work as partners Ease of doing business Raise value, be proactive

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9 Search & Metadata Stefaan Van Autgaerden & Thomas Vochten 02/12/2016

10 Agenda How to start a search project Evolution of the search experience Technical nuts & bolts Managing your search center Futures & roadmap Q & A

11 About Us Stefaan Van Autgaerden SharePoint Consultant Xylos Thomas Vochten SharePoint Consultant & Microsoft MVP Xylos

12 How to start a search project

13 Meet the Tasmanian Traders Sales Engineers IT Project Managers

14 The Tasmanian Traders data landscape

15 The Tasmanian Traders SharePoint landscape Customer Office Departments Products Customer A R&D Beverages Customer B HR Dairy Products

16 Find the needle in the haystack

17 Findability Accessibility Navigation Search Information architecture User experience User interactions User profile E-Discovery

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20 Author Title # words # pages Literature Publisher

21 Metadata Book Content Type Title Author Publisher Number of words Number of pages Literature Autobiography Biography Fable Science fiction

22 Metadata Demo

23 Metadata Site columns Content types Managed metadata Default metadata ~ Metadata inheritance Site level metadata

24 Folders vs metadata Folders Categorizing your content Multiple sub folders => URL length

25 Folders Folders Security boundaries (if automated) List view threshold Archive Unique file names

26 Findability Accessibility Navigation Search Information architecture User experience User interactions User profile E-Discovery

27 Navigation Demo

28 Navigation Managed navigation Term set per site collection Pin & reuse terms Manual vs scripted Custom managed navigation control

29 Findability Accessibility Navigation Search Information architecture User experience User interactions User profile E-Discovery

30 User profile Managed metadata Search & User profile metadata

31 User profile Demo

32 Findability Accessibility Navigation Search Information architecture User experience User interactions User profile E-Discovery

33 Managed properties SALES 1 Name Client Hubo Brico Gamma Customer Name Hubo Brico Gamma SALES MANAGER WHO ARE MY CLIENTS? Clients Hubo Brico Gamma Create a Managed Property Clients SALES 2

34 Refiners

35 Showing refiner counters Give extra feedback about the amount of results

36 Using visual refiners Make refinement easier, otherwise they stay unused

37 A PICTURE IS WORTH A THOUSAND WORDS Arthur Brisbane

38 Result sources

39 Display templates Display Templates are used with the CSWP to format/style search results generated by the CSWP search query

40 Display templates

41 Search Demo

42 Findability Accessibility Navigation Search Information architecture User experience User interactions User profile E-Discovery

43 Managing your search center

44 Search Center

45 Search Center Demo

46 Evolution of the search experience

47 Stop searching, start finding

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52 Delve & Microsoft Graph

53 Hybrid - The Way Forward

54 Technical nuts & bolts

55 Search Engine Components Or in the cloud when doing hybrid search Microsoft

56 Topology and Sizing

57 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

58 Going Hybrid: Query Federation vs true Hybrid Search SP2013 Hybrid Search New Cloud Hybrid Search

59 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

60 Same results, refiners, ranking,

61 Hybrid Search Configuration Hybrid environment with Office 365 Directory Synchronization of AD users and groups Basic Cloud Hybrid Search requirements Additional requirements for search previews Reverse proxy back to on-premises WAC/Office Online server SharePoint Server with Cloud Search service application 2013SP1 or 2016

62 Crawling

63 Querying

64 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

65 Hybrid Search Demo

66 Distributed farms

67 Distributed farms connected to single tenant Office 365 Tenant SharePoint Online + On-Premises SP-2013 Cloud SSA Amsterdam SP-2013 Cloud SSA San Fransisco SP-2013 Cloud SSA Jakarta SP-2016 Cloud SSA.

68 Archiving and migrations

69 Archiving and migrations Relaxing the archive and delete discussion SP2007 Content Archive to file share File Share On-Premises Office 365 SP 2013 / Cloud SSA Archive searchable and retrievable from Online SP2010 Content

70 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

71 Hybrid Search - ediscovery & Compliancy Demo

72 Tip - Use a Display Template Highlight on-premises content with a special icon Developed by Elio Struyf

73 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

74 Hybrid Metadata / Taxonomy Optional initial data movement with PowerShell From On-Premises towards the cloud Copy-SPTaxonomyGroups -LocalTermStoreName "Managed Metadata Service Application Proxy ` -RemoteSiteUrl ` -LocalSiteUrl " ` -GroupNames "hybrid ` -Credential $cred

75 Hybrid Metadata Considerations Still in preview Terms for managed navigation work Term store limit in SharePoint Online is only vs on-premises

76 Hybrid Metadata / Taxonomy Demo

77 Futures & roadmap

78 Keeping up with fast-paced change Sign-up for First Release Follow Inform your users Connect to the broader community through events & user groups

79 Keep up with Microsoft s product roadmap

80 Q & A

81 Thank You