tackling search - creating a winning search strategy - sps nashville

Tackling Search Mark RackleyStephanie Donahue

May 14, 2015

Team Bios

© 2016 PAIT Group May 14, 2016

Stephanie Donahue, Partner & Co-founder Over 17 years of experience in the IT industry Active in the SharePoint community through blogging,

speaking at events, and webinars

Mark Rackley, Partner & CTO Globally recognized SharePoint expert 20 years experience in software development and architecture

Signs of a “rebuilding” year…


• SharePoint is ugly• It’s hard to use• I can’t find what I’m looking for• Users aren’t even using SharePoint• Disorganization

Rookie Mistakes

• Using out of the box search• Not planning your architecture• Over-Engineering your architecture• Not preparing for List View Thresholds


The Playbook


• Demo• The breakdown:

• Planning and Architecture• Content Types and Publishing• Display Templates• Hybrid Search• Future of Search - Delve


Demo

Planning and Architecture


Planning Your Architecture


Planning Content Types and Publishing


• DO create content types• Guides users to use the right metadata

• Makes retention policies easier

Planning Content Types and Publishing


• DO use the content type hub and publishing• Allows the re-use of content types across site collections

• Supports ability to aggregate data across different sites

• Publishing timer job


Demo

Real life examples - Marketing


Real life examples - Projects


Personal Foul – Unnecessary Architecture

© 2016 PAIT Group February 22, 2016

The Before picture…


After…


Hybrid Search


• What is hybrid search?

• What are the options?

• Why aren’t more customers going hybrid?

Pros of Hybrid Search


• Cloud Search Service Application

• Wizard based hybrid configuration

• Everything just got easier with 2016….

• SharePoint 2013?? Wait for the upgrade…

• Hybrid Delve and Search

• Encrypted cloud based index

http://social.technet.microsoft.com/wiki/contents/articles/31352.hybrid-delve-and-search-are-coming-to-sharepoint-2016-and-sharepoint-2013.aspx

http://social.technet.microsoft.com/wiki/contents/articles/31352.hybrid-delve-and-search-are-coming-to-sharepoint-2016-and-sharepoint-2013.aspx

Cons for Hybrid Search


• Indexed Metadata held in the cloud – not recommended for sensitive data

• Use query federation method instead

• Reverse Proxy required for document previews??

• Directory Sync required

• ADFS NOT required

The future of Search – Delve demo


• My Sites profiles replaced by Delve profiles

• Check your on-prem CUs, options to redirect

• Ability to filter/refine by:

• Document “modified by”

• Document Type (Word, Excel, PDF, etc)

• Mobile search capabilities through the native Delve App

• Create your own personal collection of documents through favorites and tagging

Wrap Up


• Plan your architecture and content types

• Don’t over-architect your solution!! Keep it simple

• Use the content type hub

• Customize search results to roll up data from different site collection

• Don’t be afraid to have some fun with it!! Think of “Visual Rhetoric”

• Search can be used for dynamic navigation, multilingual requirements, personalization, and responsive design

• Consider Hybrid search scenarios

• Consider Delve as part of your search strategy

How to find us

© 2016 PAIT Group May 14,2016

8180 Corporate Park Drive, Suite 312Cincinnati, Ohio 45242P: (513) 719-9190

@paitgroup

linkedin.com/company/paitgroup

facebook.com/PAITgroup

www.paitgroup.com

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tackling search - creating a winning search strategy - sps nashville

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