SharePoint Saturday Belgium - Contextual Search and More..
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This document discusses enriching people search in SharePoint 2013 using Business Connectivity Services (BCS) and OData. It provides an agenda that includes discussing search, BCS, ECT, OData, query rules, result blocks, and display templates. It demonstrates enriching people search results by retrieving additional data about people from external systems using BCS and OData. The document also discusses augmenting search by prioritizing content based on user context and organization structure.
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SharePoint Saturday Belgium - Contextual Search and More..
- 1. Enrich People Search with OData in SharePoint 2013 #spsbe Mikael Svenson
- 3. About me • Principal Consultant @ Puzzlepart • SharePoint Server MVP • Certified Trainer • Author • Coder
- 4. Agenda Search BCS - ECT – Odata Query Rules Result Blocks Display Templates Pipeline stuff if time allows
- 5. People Search in SharePoint 2013 Empowers your users to find the right people Enables personalization of enterprise search
- 6. Demo What do you get out of the box?
- 7. Extending People Search Data can be stored outside of SharePoint Structured data in HR, CRM, SAP solutions Unstructured data in file shares
- 8. Enriching people content using BCS Who knows something about water purification in Africa? Who is responsible for paying my salary on time? Who has knowledge about our customer Puzzlepart? Who can you con into speaking at SharePoint Saturday in Brussels?
- 9. What is Master Data? Master Data is a single source of basic business data used across multiple systems, applications, and/or processes. “ ”
- 10. User Scenario Pavel Bansky is new at Contoso and is heading up a new campaign in Las Vegas (or Brussels). He is looking to find someone with experience of the Las Vegas area to assist him next week.
- 11. Augmenting People Search Retrieve information from a time tracking application that maintains up-to-date data about what projects you have worked on in the past and in the near future.
- 13. Data flow Projects-> User Profile Properties Projects-> Search Index SharePoint Did Time tracking application Project Data BCS- OData Availability Info REST- jQuery
- 14. Demo Using BCS to enrich people content for expertise search
- 15. User context for customizing enterprise search Putting in the middle Content closer to You is likely to be more relevant. Prioritize content which You need. ……Cut down time spent finding the right content
- 16. User Scenario Pavel Bansky is looking for documents on products design as research for the Las Vegas campaign.
- 17. …based on organization structure …based on who you follow …based on sites you follow …turn business rules into query rules Augmenting social capabilities for search Find content closer to you in the organization
- 18. Demo Prioritize content based on who you are
- 19. Search as a governance tool
- 20. Problem How to increase governance awareness around document security
- 22. Solution Scan all content for trigger words or matching rules E-mail alerts Self-service portal
- 23. Architecture SharePoint Content SharePoint Content Crawl FS4SP Content Processing Pipeline Timer Job .exe file User Portal Check rules Drop folder E-mail Alert
- 24. Architecture SharePoint Content SharePoint Content Crawl FS4SP Content Processing Pipeline Timer Job .exe file User Portal Check rules Drop folder E-mail Alert
- 25. Architecture SharePoint Content SharePoint Content Crawl FS4SP Content Processing Pipeline Timer Job .exe file User Portal Check rules Drop folder E-mail Alert
- 26. Architecture SharePoint Content SharePoint Content Crawl FS4SP Content Processing Pipeline Timer Job .exe file User Portal Check rules Drop folder E-mail Alert
- 27. Architecture SharePoint Content SharePoint Content Crawl FS4SP Content Processing Pipeline Timer Job .exe file User Portal Check rules Drop folder E-mail Alert
- 28. Architecture SharePoint Content SharePoint Content Crawl FS4SP Content Processing Pipeline Timer Job .exe file User Portal Check rules Drop folder E-mail Alert
- 29. Architecture SharePoint Content SharePoint Content Crawl FS4SP Content Processing Pipeline Timer Job .exe file User Portal Check rules Drop folder E-mail Alert
- 30. Architecture Crawl SharePoint content Content extraction on FS4SP Upload from temp folder on FS4SP to SP with scheduled task Inbox list on SP Event receiver check content access and execute rules Outbox list Event receiver to create view per author and set daily e-mail alert User portal with action GUI Timer job to re-trigger alerts after 14 days
- 31. Demo
- 32. How does it fit in SP2013? SharePoint Content SharePoint Content Crawl Content Enrichment Service User Portal Check rules E-mail Alert WCFService
Editor's Notes
- 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