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SharePoint Saturday Belgium - Contextual Search and More..

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Enrich People Search with OData in SharePoint 2013 and search as a governance tool

Enrich People Search with OData in SharePoint 2013 and search as a governance tool

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  • Template may not be modified Twitter hashtag: #spsbe for all sessions
  • Important slideHelp the audience make a tangible connection between People Search and how it applies to their organization.Ensure that the audience is able to RELATE to the topic at hand.Scenarios - Finding people by specific expertise, location for work on a project. Making your users more productive by giving them results that are RELEVANT to them
  • Search for «marketing campaign »
  • We understand that for many of you, the user profile database is not the natural home for your people content. Instead that data may be stored in HR, CRM, SAP and custom databases. We want to make it as easy as possible to use people search while keeping the primary data sources of your choice. We do a great job at providing you the best people results by using the structured as well as unstructured data stored in sharepoint. We want you to be able to do the same using your custom solutions/data sources.
  • This is about find Subject matter experts.You need to find someone who knows something about something you don’t know.You would typically find someone who knows about water purification in the-skills property-ask me about propertyand in the text of documents authored by someone who knows about water purification--You are organizing the upcoming summer party and want to include some of your colleagues to help with the entertainmentPlaying the piano would typically be found in the-Interests property, as it’s a soft skill--You’re going to call one of your customers, but want some insight on the customer before making the call. Who in your organization has previously worked with the customer or is the key account manager for the customer?This is information typically found in your CRM system, which is external to SharePointOr you can find it via documents stored in SharePoint--Another scenario is that it’s payday, but your bank account is still closing on zero.So who’s responsible for paying your salary, or can help you figure out where the money isThis would typically be someone in the “Accounting” departmentSomeone responsible for “salaries”Someone working with “accouting”Someone who knows about payment schedules
  • All the previous examples are about finding people based on a property of their person; what they know, where they work or their role.Coming back to what I said in the beginning: Where is this information coming from, and where is it stored?This is where Master Data comes into playMaster data is information that is key to the operation of a business. And the original copy lives one place, or it should live one place.. Single version of the truth, with as many read only copies as you want. But the key point is, where does this information live, and can you get access to it and use it to improve finding your subject matter experts?This key business information may include data about customers, products, employees, materials, suppliers, and the like.Examples:Active Directory, storing your login account informationCRM, storing your customer informationLinked-in, where a lot people write down their skillsERPHR
  • PavelBansky is new at Contoso's HQ in Seattle and is heading up a new campaign in Las Vegas.And as a new guy he is looking to find someone with experience of the Las Vegas area to assist him next week. So we have two questions to answer:Who has previously done a campaign in Las Vegas and knows the Las Vegas market?Who might be available to help Pavel?
  • For the first demo we will use a time tracking application called «Did», which I know pretty well as I’ve worked on it myself.The application synchronizes your outlook calendars and matches your appointments and meetings with predefined customers and projects.The terms, customers and projects are used loosely. For example me being here at SPC this week, is defined as an internal project.which has customers, projects and all logged hours for all employees. And Did can also can be used for forcasting.Set up External Content TypeSet up BCS to enrich User Profiles with project dataFind people based on projectsPopulate properties – single or multi-valueBONUS: Add a result block for projects | Description + team members«I will show youhoweasy it is to tap into business systems blabla, one I knowwell… is a timetracking/lightweight CRM system namedDid….»
  • See my calendar for the week, also forcasted for tomorrow, Thursday and friday, as I try to plan my week and month
  • Before diving into the demo itself, I want to explain a bit about the architecure
  • User context says something about who you are in the organization.What’s your tile or role?Which department do you work in?What are your work tasks?All attributes of who you are in the workplace.Going back to user context and the users intent.. Who are you, and what are you looking for?Using your role and interests we can prioritize contentWith SP2013 you now have the ability to put you in the middle. I will show you with very little customization how you can tap into using the new social following function of SP2013 to prioritize content for you.Not by default as your business rules might dictate a different behavior, but an opt-in whichrequiremerely a simple webpart and somequeryrules
  • In people search you can refine by department, but this is not by default for documents, so I have created a small content enrichment module (explain CTS) which looks up the department for each author, and adds to the search index.By following a person, we will prioritize the content authored by him/herBy following good content site, we will prioritize content from this/these sitesIt’s again all about finding the search scenarios, and creating search rules supporting your users needs
  • BankkontonummerPersonnummerKonfidensiellinformasjonLagrepå «ikkeåpent» område
  • BankkontonummerPersonnummerKonfidensiellinformasjonLagrepå «ikkeåpent» område
  • Validerepersonnummer, bankkontonummer, fraser, whitelist
  • Project sitesTeam sitesPersonal sites
  • Standard crawl
  • Secret sauce – pull out all data from within documents as well as metadataMinus: Mådeployespåalle FS4SP process servere Xml filer
  • Alt content havneri en temp folder for ikke å påvirkeindekseringsspeedogpga FS4SP pipeline ikkekankalle inn SP med authpga sandboxTemp mappemålages under %appdata%\\locallowpga sandbox
  • Plukkeropp xml filer oglasteropptil SP.Filer eldreenn 2 dagerblirkastet – full crawl issueMinus: Mådeployespåalle FS4SP process servere
  • InboxSjekke item for «All Access», kjøreregler Regel liste – kontonummer/personnummer – regulæreuttrykkellertekst WhitelistFlytteomtriggettil Outbox – sette alert
  • Alert en gang idøgnetStandard SP alerts med custom template – view per brukerRe-alert per 14. dag med timerjob
  • Trigger rules on content enrichment to perform the date checkDeploy one WCF service – register once with PowerShell
  • Please use a picture of yourself in a mountain/cloudscene
  • Transcript

    • 1. Enrich People Searchwith OData inSharePoint 2013#spsbeMikael Svenson
    • 2. Thanks to ourSponsorsPlatinumGoldSilver
    • 3. About me• Principal Consultant @Puzzlepart• SharePoint Server MVP• Certified Trainer• Author• Coder
    • 4. AgendaSearchBCS - ECT – OdataQuery RulesResult BlocksDisplay TemplatesPipeline stuff if time allows
    • 5. PeopleSearch inSharePoint2013Empowers your users to find theright peopleEnables personalization ofenterprise search
    • 6. DemoWhat do you get out of the box?
    • 7. ExtendingPeopleSearchData can be stored outside ofSharePointStructured data in HR, CRM, SAP solutionsUnstructured data in file shares
    • 8. Enrichingpeoplecontent usingBCSWho knowssomething aboutwater purification inAfrica?Who is responsiblefor paying mysalary on time?Who hasknowledge aboutour customerPuzzlepart?Who can you coninto speaking atSharePointSaturday inBrussels?
    • 9. What isMaster Data?Master Data is a single source of basicbusiness data usedacross multiple systems, applications,and/or processes.“”
    • 10. User Scenario Pavel Bansky is new at Contoso andis heading up a new campaign in LasVegas (or Brussels).He is looking to find someone withexperience of the Las Vegas area toassist him next week.
    • 11. AugmentingPeopleSearchRetrieve information from a timetracking application that maintainsup-to-date data about whatprojects you have worked on in thepast and in the near future.
    • 12. OutlookCalendar –Synchronized
    • 13. Data flowProjects-> User Profile PropertiesProjects-> Search IndexSharePointDidTime trackingapplicationProject DataBCS- ODataAvailability InfoREST- jQuery
    • 14. DemoUsing BCS to enrich peoplecontent for expertise search
    • 15. User contextforcustomizingenterprisesearchPutting in the middleContent closer to You is likely to be morerelevant.Prioritize content which You need.……Cut down time spent finding the rightcontent
    • 16. User ScenarioPavel Bansky is looking fordocuments on products design asresearch for the Las Vegascampaign.
    • 17. …based onorganizationstructure…based onwho youfollow…based onsites youfollow…turnbusinessrules intoquery rulesAugmenting social capabilities for searchFind content closer to you in theorganization
    • 18. DemoPrioritize content basedon who you are
    • 19. Search as agovernance tool
    • 20. ProblemHow to increase governanceawareness around documentsecurity
    • 21. RequirementsLow maintenanceAutomaticNon-intrusiveTraceable
    • 22. SolutionScan all content for trigger wordsor matching rulesE-mail alertsSelf-service portal
    • 23. Architecture SharePointContentSharePointContentCrawlFS4SP ContentProcessingPipelineTimer Job.exe fileUser PortalCheck rulesDrop folderE-mail Alert
    • 24. Architecture SharePointContentSharePointContentCrawlFS4SP ContentProcessingPipelineTimer Job.exe fileUser PortalCheck rulesDrop folderE-mail Alert
    • 25. Architecture SharePointContentSharePointContentCrawlFS4SP ContentProcessingPipelineTimer Job.exe fileUser PortalCheck rulesDrop folderE-mail Alert
    • 26. Architecture SharePointContentSharePointContentCrawlFS4SP ContentProcessingPipelineTimer Job.exe fileUser PortalCheck rulesDrop folderE-mail Alert
    • 27. Architecture SharePointContentSharePointContentCrawlFS4SP ContentProcessingPipelineTimer Job.exe fileUser PortalCheck rulesDrop folderE-mail Alert
    • 28. Architecture SharePointContentSharePointContentCrawlFS4SP ContentProcessingPipelineTimer Job.exe fileUser PortalCheck rulesDrop folderE-mail Alert
    • 29. Architecture SharePointContentSharePointContentCrawlFS4SP ContentProcessingPipelineTimer Job.exe fileUser PortalCheck rulesDrop folderE-mail Alert
    • 30. Architecture Crawl SharePoint contentContent extraction on FS4SPUpload from temp folder on FS4SP to SP withscheduled taskInbox list on SPEvent receiver check content access and execute rulesOutbox listEvent receiver to create view per author and set daily e-mail alertUser portal with action GUITimer job to re-trigger alerts after 14 days
    • 31. Demo
    • 32. How does itfit inSP2013?SharePointContentSharePointContentCrawlContentEnrichmentServiceUser PortalCheck rulesE-mail AlertWCFService
    • 33. THANK YOUMikael Svensonmikael.svenson@puzzlepart.comtechmikael.blogpost.com@mikaelsvenson