ms. search and mr. project

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Abstract: During organizations’ Project Management Lifecycles, a lot of information and useful data gets stored in Project Server, and it gets to be a „project info silo“ very quickly. One way to get out of this trap is using Search –a nice and powerful way to get information about your projects, like documents, schedules, team members, issues, etc. In this session, we’ll demonstrate the keys for a successful Search Based Project Application.

TRANSCRIPT

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013

ZAGREB, NOVEMBER 27-28 2013

Ms Search and Mr ProjectAGNES MOLNAR, SHAREPOINT SERVER MVP – HUNGARYNENAD TRAJKOVSKI, PROJECT MVP - CROATIA

sponsors

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

MS PROJECT SERVER – OFFICE 365

THAT IS ALL FROM ME!And now! Ladies and Gentelman!

The one and only: Ms Search - AGNES MOLNAR

SharePoint 2013 Search Introduction

Data Source

Data Source

Data Source

Data Source

Content Source

Content Source

Content Source

Result Source

Result Source

Remote Search index

Local Search IndexIndexing

Federation

Query RuleQuery Rule Query Rule

Result Block

Result Block

Display Templates

Refinement Panel

Hover Panel

metadata

Result Set

Result Type

Result Type

BCS (Project DBs)

Project sites

Project Server Architecture

OOTB SEARCH IN PROJECT SERVER SITES

Search in Project Sites• “Site Collection”-like Search• Available on premises + in O365

BUSINESS CONNECTIVITY SERVICES

Business Connectivity Services• Connects to External Data• Web Service• Direct DB access• OData Service

• Provides Complete Interaction• Enable offline use of external data• Bridge the unstructured documents to structured data

stored in external systems

BCS – Connecting to Project Server DBs• Getting Directly from the DB:• Tasks• Risks• Milestones• …

• On-premises only

Getting Connected1. Service Application: Business Data Connectivity

Services

Getting Connected2. Create External Content Type (SharePoint Designer)

Getting Connected2. Create External Content Type (SharePoint Designer)

Getting Connected“Side effect” – External List in SharePoint

Getting Connected - SearchCreate New Content Source

Getting Connected - SearchCreate New Content Source

Getting Connected - SearchCreate New Crawl Rule (crawler account)

Getting Connected - SearchCrawl / Index

Getting Connected - SearchCheck the Crawl Logs (crawl success / errors)

Getting Connected - SearchCheck the Results on the UI

Getting Connected - SearchCustomize

Getting Connected - SearchCustomize

Getting Connected - SearchCustomize

Getting Connected - SearchIntegrating with People Search

FEDERATION

Federation• Using a Remote Search Index• Remote SharePoint site (e.g. O365)• Exchange search results• OpenSearch 1.0/1.1

Federating Project Sites• On-premises, same domain is obvious• On-premises, with two-way domain trust is obvious

• Project Server Online (O365)• Single-Sign-on• Directory Synchronization• Two-was server-to-server trust• Search federation

Federating Project Sites

Summary• Several Options:• OOTB Search in Project Sites• Using BCS• Using Federation• Custom Connector

questions?

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thank you.

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013

ZAGREB, NOVEMBER 27-28 2013

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