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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 …

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.

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  • Understanding the components is importantUnderstanding the relationships and connections is the *most* important
  • Single sign-on (SSO): Users who are connected to either the corporate network or Office 365 only have to authenticate once in a given session to access resources in both the on-premises SharePoint farm and SharePoint Online. Directory synchronization: User accounts in the on-premises Active Directory Domain Services (AD DS) domain automatically synchronize to Office 365. Two-way server-to-server trust: A certificate-based two-way trust relationship is established between the on-premises SharePoint farm and SharePoint Online. Two-way federated search: Users in Office 365 and in your on-premises domain environment will be able to get SharePoint search results that encompass content from both locations.

Transcript

  • 1. Ms Search and Mr Project AGNES MOLNAR, SHAREPOINT SERVER MVP – HUNGARY NENAD TRAJKOVSKI, PROJECT MVP - CROATIA SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013
  • 2. sponsors
  • 3. MS PROJECT SERVER – OFFICE 365
  • 4. MS PROJECT SERVER – OFFICE 365
  • 5. MS PROJECT SERVER – OFFICE 365
  • 6. MS PROJECT SERVER – OFFICE 365
  • 7. MS PROJECT SERVER – OFFICE 365
  • 8. MS PROJECT SERVER – OFFICE 365
  • 9. MS PROJECT SERVER – OFFICE 365
  • 10. MS PROJECT SERVER – OFFICE 365
  • 11. MS PROJECT SERVER – OFFICE 365
  • 12. MS PROJECT SERVER – OFFICE 365
  • 13. MS PROJECT SERVER – OFFICE 365
  • 14. MS PROJECT SERVER – OFFICE 365
  • 15. THAT IS ALL FROM ME! And now! Ladies and Gentelman! The one and only: Ms Search - AGNES MOLNAR
  • 16. SharePoint 2013 Search Introduction Result Type Result Block Data Source Content Source Result Type Result Block Data Source Query Rule Data Source Query Rule Result Set Content Source metadata Data Source Query Rule Content Source Local Search Index Indexing BCS (Project DBs) Federation Remote Search index Project sites Refinement Panel Result Source Result Source Hover Panel Display Templates
  • 17. Project Server Architecture
  • 18. OOTB SEARCH IN PROJECT SERVER SITES
  • 19. Search in Project Sites • “Site Collection”-like Search • Available on premises + in O365
  • 20. BUSINESS CONNECTIVITY SERVICES
  • 21. 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
  • 22. BCS – Connecting to Project Server DBs • Getting Directly from the DB: • • • • Tasks Risks Milestones … • On-premises only
  • 23. Getting Connected 1. Service Application: Business Data Connectivity Services
  • 24. Getting Connected 2. Create External Content Type (SharePoint Designer)
  • 25. Getting Connected 2. Create External Content Type (SharePoint Designer)
  • 26. Getting Connected “Side effect” – External List in SharePoint
  • 27. Getting Connected - Search Create New Content Source
  • 28. Getting Connected - Search Create New Content Source
  • 29. Getting Connected - Search Create New Crawl Rule (crawler account)
  • 30. Getting Connected - Search Crawl / Index
  • 31. Getting Connected - Search Check the Crawl Logs (crawl success / errors)
  • 32. Getting Connected - Search Check the Results on the UI
  • 33. Getting Connected - Search Customize
  • 34. Getting Connected - Search Customize
  • 35. Getting Connected - Search Customize
  • 36. Getting Connected - Search Integrating with People Search
  • 37. FEDERATION
  • 38. Federation • Using a Remote Search Index • Remote SharePoint site (e.g. O365) • Exchange search results • OpenSearch 1.0/1.1
  • 39. 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
  • 40. Federating Project Sites
  • 41. Summary • Several Options: • • • • OOTB Search in Project Sites Using BCS Using Federation Custom Connector
  • 42. questions? PLEASE ENTER YOUR BLOG URL PLEASE ENTER YOUR TWITTER HANDLE
  • 43. thank you. SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013