Ms Search and Mr Project
AGNES MOLNAR, SHAREPOINT SERVER MVP – HUNGARY
NENAD TRAJKOVSKI, PROJECT MVP - CROATIA

SHAREPOINT...
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
Result Type
Result Block
Data Source

Content
Source

Result Type
Result Block

Data S...
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 Co...
BCS – Connecting to Project Server DBs
• Getting Directly from the DB:
•
•
•
•

Tasks
Risks
Milestones
…

• On-premises on...
Getting Connected
1. Service Application: Business Data Connectivity Services
Getting Connected
2. Create External Content Type (SharePoint Designer)
Getting Connected
2. Create External Content Type (SharePoint Designer)
Getting Connected
“Side effect” – External List in SharePoint
Getting Connected - Search
Create New Content Source
Getting Connected - Search
Create New Content Source
Getting Connected - Search
Create New Crawl Rule (crawler account)
Getting Connected - Search
Crawl / Index
Getting Connected - Search
Check the Crawl Logs (crawl success / errors)
Getting Connected - Search
Check the Results on the UI
Getting Connected - Search
Customize
Getting Connected - Search
Customize
Getting Connected - Search
Customize
Getting Connected - Search
Integrating with People Search
FEDERATION
Federation
• Using a Remote Search Index
• Remote SharePoint site (e.g. O365)
• Exchange search results
• OpenSearch 1.0/1...
Federating Project Sites
• On-premises, same domain is obvious
• On-premises, with two-way domain trust is obvious
• Proje...
Federating Project Sites
Summary
• Several Options:
•
•
•
•

OOTB Search in Project Sites
Using BCS
Using Federation
Custom Connector
questions?
PLEASE ENTER YOUR BLOG URL
PLEASE ENTER YOUR TWITTER
HANDLE
thank you.
SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013
ZAGREB, NOVEMBER 27-28 2013
Ms. Search and Mr. Project
Ms. Search and Mr. Project
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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.

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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.
  • Ms. Search and Mr. Project

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