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Tackling Search Mark Rackley
Stephanie Donahue
May 14, 2015
Team Bios
© 2016 PAIT Group May 14, 2016
Stephanie Donahue, Partner & Co-founder
 Over 17 years of experience in the IT industry
 Active in the SharePoint community through blogging,
speaking at events, and webinars
Mark Rackley, Partner & CTO
 Globally recognized SharePoint expert
 20 years experience in software development and architecture
Signs of a “rebuilding” year…
© 2016 PAIT Group May 14, 2016
• SharePoint is ugly
• It’s hard to use
• I can’t find what I’m looking for
• Users aren’t even using SharePoint
• Disorganization
Rookie Mistakes
• Using out of the box search
• Not planning your architecture
• Over-Engineering your architecture
• Not preparing for List View Thresholds
© 2016 PAIT Group May 14, 2016
The Playbook
© 2016 PAIT Group May 14, 2016
• Demo
• The breakdown:
• Planning and Architecture
• Content Types and Publishing
• Display Templates
• Hybrid Search
• Future of Search - Delve
© 2016 PAIT Group May 14, 2016
Demo
Planning and Architecture
© 2016 PAIT Group May 14, 2016
Planning Your Architecture
© 2016 PAIT Group May 14, 2016
Planning Content Types and Publishing
© 2016 PAIT Group May 14, 2016
• DO create content types
• Guides users to use the right metadata
• Makes retention policies easier
Planning Content Types and Publishing
© 2016 PAIT Group May 14, 2016
• DO use the content type hub and publishing
• Allows the re-use of content types across site collections
• Supports ability to aggregate data across different sites
• Publishing timer job
© 2016 PAIT Group May 14, 2016
Demo
Real life examples - Marketing
© 2016 PAIT Group May 14, 2016
Real life examples - Projects
© 2016 PAIT Group May 14, 2016
Personal Foul – Unnecessary Architecture
© 2016 PAIT Group February 22, 2016
The Before picture…
© 2016 PAIT Group May 14, 2016
After…
© 2016 PAIT Group May 14, 2016
Hybrid Search
© 2016 PAIT Group May 14, 2016
• What is hybrid search?
• What are the options?
• Why aren’t more customers
going hybrid?
Pros of Hybrid Search
© 2016 PAIT Group May 14, 2016
• Cloud Search Service Application
• Wizard based hybrid configuration
• Everything just got easier with 2016….
• SharePoint 2013?? Wait for the upgrade…
• Hybrid Delve and Search
• Encrypted cloud based index
http://social.technet.microsoft.com/wiki/contents/articles/31352.hybrid-delve-and-search-are-coming-to-sharepoint-
2016-and-sharepoint-2013.aspx
Cons for Hybrid Search
© 2016 PAIT Group May 14, 2016
• Indexed Metadata held in the cloud – not recommended for
sensitive data
• Use query federation method instead
• Reverse Proxy required for document previews??
• Directory Sync required
• ADFS NOT required
The future of Search – Delve demo
© 2016 PAIT Group May 14, 2016
• My Sites profiles replaced by Delve profiles
• Check your on-prem CUs, options to redirect
• Ability to filter/refine by:
• Document “modified by”
• Document Type (Word, Excel, PDF, etc)
• Mobile search capabilities through the native
Delve App
• Create your own personal collection of
documents through favorites and tagging
Wrap Up
© 2016 PAIT Group May 14, 2016
• Plan your architecture and content types
• Don’t over-architect your solution!! Keep it simple
• Use the content type hub
• Customize search results to roll up data from different site
collection
• Don’t be afraid to have some fun with it!! Think of
“Visual Rhetoric”
• Search can be used for dynamic navigation, multilingual
requirements, personalization, and responsive design
• Consider Hybrid search scenarios
• Consider Delve as part of your search strategy
How to find us
© 2016 PAIT Group May 14,2016
8180 Corporate Park Drive, Suite 312
Cincinnati, Ohio 45242
P: (513) 719-9190
@paitgroup
linkedin.com/company/paitgroup
facebook.com/PAITgroup
www.paitgroup.com
Thank you.
© 2016 PAIT Group May 14,2016

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Tackling search - Creating a Winning Search Strategy - SPS Nashville

  • 1. Tackling Search Mark Rackley Stephanie Donahue May 14, 2015
  • 2. Team Bios © 2016 PAIT Group May 14, 2016 Stephanie Donahue, Partner & Co-founder  Over 17 years of experience in the IT industry  Active in the SharePoint community through blogging, speaking at events, and webinars Mark Rackley, Partner & CTO  Globally recognized SharePoint expert  20 years experience in software development and architecture
  • 3. Signs of a “rebuilding” year… © 2016 PAIT Group May 14, 2016 • SharePoint is ugly • It’s hard to use • I can’t find what I’m looking for • Users aren’t even using SharePoint • Disorganization
  • 4. Rookie Mistakes • Using out of the box search • Not planning your architecture • Over-Engineering your architecture • Not preparing for List View Thresholds © 2016 PAIT Group May 14, 2016
  • 5. The Playbook © 2016 PAIT Group May 14, 2016 • Demo • The breakdown: • Planning and Architecture • Content Types and Publishing • Display Templates • Hybrid Search • Future of Search - Delve
  • 6. © 2016 PAIT Group May 14, 2016 Demo
  • 7. Planning and Architecture © 2016 PAIT Group May 14, 2016
  • 8. Planning Your Architecture © 2016 PAIT Group May 14, 2016
  • 9. Planning Content Types and Publishing © 2016 PAIT Group May 14, 2016 • DO create content types • Guides users to use the right metadata • Makes retention policies easier
  • 10. Planning Content Types and Publishing © 2016 PAIT Group May 14, 2016 • DO use the content type hub and publishing • Allows the re-use of content types across site collections • Supports ability to aggregate data across different sites • Publishing timer job
  • 11. © 2016 PAIT Group May 14, 2016 Demo
  • 12. Real life examples - Marketing © 2016 PAIT Group May 14, 2016
  • 13. Real life examples - Projects © 2016 PAIT Group May 14, 2016
  • 14. Personal Foul – Unnecessary Architecture © 2016 PAIT Group February 22, 2016
  • 15. The Before picture… © 2016 PAIT Group May 14, 2016
  • 16. After… © 2016 PAIT Group May 14, 2016
  • 17. Hybrid Search © 2016 PAIT Group May 14, 2016 • What is hybrid search? • What are the options? • Why aren’t more customers going hybrid?
  • 18. Pros of Hybrid Search © 2016 PAIT Group May 14, 2016 • Cloud Search Service Application • Wizard based hybrid configuration • Everything just got easier with 2016…. • SharePoint 2013?? Wait for the upgrade… • Hybrid Delve and Search • Encrypted cloud based index http://social.technet.microsoft.com/wiki/contents/articles/31352.hybrid-delve-and-search-are-coming-to-sharepoint- 2016-and-sharepoint-2013.aspx
  • 19. Cons for Hybrid Search © 2016 PAIT Group May 14, 2016 • Indexed Metadata held in the cloud – not recommended for sensitive data • Use query federation method instead • Reverse Proxy required for document previews?? • Directory Sync required • ADFS NOT required
  • 20. The future of Search – Delve demo © 2016 PAIT Group May 14, 2016 • My Sites profiles replaced by Delve profiles • Check your on-prem CUs, options to redirect • Ability to filter/refine by: • Document “modified by” • Document Type (Word, Excel, PDF, etc) • Mobile search capabilities through the native Delve App • Create your own personal collection of documents through favorites and tagging
  • 21. Wrap Up © 2016 PAIT Group May 14, 2016 • Plan your architecture and content types • Don’t over-architect your solution!! Keep it simple • Use the content type hub • Customize search results to roll up data from different site collection • Don’t be afraid to have some fun with it!! Think of “Visual Rhetoric” • Search can be used for dynamic navigation, multilingual requirements, personalization, and responsive design • Consider Hybrid search scenarios • Consider Delve as part of your search strategy
  • 22. How to find us © 2016 PAIT Group May 14,2016 8180 Corporate Park Drive, Suite 312 Cincinnati, Ohio 45242 P: (513) 719-9190 @paitgroup linkedin.com/company/paitgroup facebook.com/PAITgroup www.paitgroup.com
  • 23. Thank you. © 2016 PAIT Group May 14,2016