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Scoping a Successful SharePoint 2016 Hybrid Search Implementation
Based on real-world project experiences, this session demonstrates the process of scoping and planning a successful Hybrid Search implementation with SharePoint 2016 and Office 365. The session covers the initial challenges, requirements, steps to follow, as well as lessons learned. As a takeaway, you will have a plan that your organization can also follow, and a collection of online resources that help with the implementation.
Based on real-world project experiences, this session demonstrates the process of scoping and planning a successful Hybrid Search implementation with SharePoint 2016 and Office 365. The session covers the initial challenges, requirements, steps to follow, as well as lessons learned. As a takeaway, you will have a plan that your organization can also follow, and a collection of online resources that help with the implementation.
2.
The Organization (Case Study)
• Global Pharmaceutical company
• 100,000 employees
• 100,000,000 documents:
– Google
– SharePoint
– Mix of cloud & on-premises
• Expected: 300,000,000 documents in two years
– Ongoing Content Migration Projects
5.
The Challenge
New & growing
data sources
• SharePoint
• SharePoint Online
• Google Drive
• Google Sites
• Google Plus
Scalability
• Current farm too
small
• Scalability for the
future
Performance
• Performance from
remote regions
• Performance of
Intranet
Functionality
• Search based on user
context
• Usability
improvements
• Better analytics /
relevance
management
11.
Search as a Metaphor is Broken!
“Search is no longer simply about “search”
ie. information retrieval
triggered by a user entering a string of text.
It is moving into
the real-time, the predictive, and the visual.”
Innovations in Knowledge Organization Conference
Singapore, 2015
12.
Search:
More than Technology
Source: http://searchpatterns.org
20.
User Experience- Components
• Result Sources
• Result Types
• Query Rules
• Result Sets
• Result Blocks
• Promoted Results
• Refinement Panel
• Hover Panel
• Display Templates
• METADATA!
21.
Content Readiness
Types of
content
Main
characteristics
/ properties
Categories /
classes
Value of the
content
Lifecycle Storage(s)
Content
creators /
contributors
Content
consumers
Scenarios /
Use cases
Permissions
22.
Metadata
Refinement
Result Type &
Display Template
On Hover
Panel
In Query
Rules
23.
Metadata
Crawled Properties
Managed Properties
Project Number
Client Name
Project Financial ID
Project Number
External Content
CustomerNo
ProjectNo
Unstructured
Content
Project NBR
ClientNumber
ClientName
List data
Project ID
ClientID
Client Name
Content Type
Project ID
Customer
24.
Metadata Quality
• Quality of Search depends on the Quality of Content
• Good and Consistent Metadata
• Auto-Tagging
• Dictionary-Based (Entity Extraction, OOTB)
• Statistical
• Hybrid
25.
Define your requirements
Business
goals
Users
Scenarios
& use cases
Application
Lifecycle
Systems to
integrate
User
Experience
Metrics Milestones
Resources Experts
26.
Prioritize
Business Planning Implementation
IT & maintenance Measure & QA
27.
Mistakes to Avoid
Ignoring Hybrid Search
Dive “all in” immediately
Looking for one search that “rules them all”
Not considering the benefits beyond aggregated & unified search results
Not involving all necessary stakeholders
Seeing Search as a one-time project
27
29.
Keep in Touch! Get Involved!
Agnes.Molnar@ SearchExplained.com
@SearchExplained
/SearchExplained
/SearchExplained
http://Academy.SearchExplained.com
http://SearchExplained.com/UC2016
Get 20% discount by using the code: UC2016
Editor's Notes
END USER level 200
Too much information 64.000 words of new information / day a book / day
Organizations with HUNDREDS OF MILLIONS of documents!
Don’t know where to search what you need
Global organization Offices on four continents No proper cross-office / cross-department communication
Data centers on four continent 200M+ documents Dozens of CMS applications No cross-application platform Duplicated content
Search metaphor broken
Maybe that’s not what we should be focused on… setup for findability
FINDABILITY is what we should be focused on. Search is just a piece of that. We’ve had navigation for a long time (though many of us never got it right). We’ve been focused on search Search is dependent upon accessibility of the content (permissions, technology [format & container & connectors to content]) & information architecture (which again, many of us never got right) The user experience of search has gotten better Some search results take into account user interactions with content (e.g. clicks) but they are accounting for other users’ behaviors related to a search query, not my behaviors or preferences.
What’s been missing is the user himself or herself. An understanding of the user—their persona—to help determine what the user might be trying to find or should find.
Delve demo
On-prem vs. cloud components
Don’t get scared Complex, challenging but beautiful
Metadata Everywhere Metadata Inventory: Common metadata (title, author, etc.) Custom metadata for each content type Content audit Stakeholders & Key users
Existing metadata and needed metadata Manual Auto-tagging
DEMO: aghy
Think of Search & findability when you create/upload content Metadata!!!
‘I want Google-like Search in my Enterprise’ ‘I want it just work.’ ‘I want to be able to find everything.’