SHAREPOINT HYBRID SEARCH AND TAXONOMY
Matthew McDermott, MVP
Director, Aptillon
DIAMOND, PLATINUM AND GOLD SPONSORS
matthew@aptillon.com
@MatthewMcD @GoldenDogRuby
ableblue.com/blog
great people, great experience, great passion
Agenda
SharePoint Hybrid Features
Configure Hybrid Search
Hybrid Taxonomy Configuration
Hybrid Search and Taxonomy
Hybrid Features
SharePoint
Hybrid
Scenarios
Hybrid
OneDrive
Hybrid Sites
Hybrid B2B
Extranet
Hybrid
Search
(Cloud SSA)
Hybrid
Profile
Redirect
Hybrid Ext
App
Launcher
Modern
Attachments
(Ex OD4B)
Hybrid
Taxonomy
Hybrid
Auditing
Hybrid Self
Service Site
Creation
http://bit.ly/ABVideos
SUBSCRIBE
[McDermott] Configuring SharePoint Hybrid Search and Taxonomy
Search from
anywhere, even
on-premises
sites
Office 365
enterprise search
and Delve for
your on-
premises
content
Preview and
access the
content when
connected to
your corporate
network
Relevancy and
deep refiners
across the entire
result set
SharePoint Server with
Cloud Search Service Application
2013 or 2016
Directory Synchronization of
AD users and groups
Hybrid environment with Office 365
Basic hybrid search requirements
Additional requirements for search previews
Reverse proxy back to
on-premises WAC server
Hybrid Search Setup
This is a video…
Yep…another video…
great people, great experience, great passion
Hybrid Taxonomy
Synchronization of Two (or more) Term Stores
SharePoint Online is Master
– Copy-SPTaxonomyGroups
– Adjust Permissions
Term GUIDs kept in sync
– On-Premises Timer Job
Term Groups and Content Types
Office 365
SharePoint
HYBRID TAXONOMY SETUP
Tag Office 365 Content
DirSync
SP 2013 SP 2010 SP 2007 Fileshares BCS
Cloud SSA
SPO
Search Index
1
2
34
5
6
7
Logical architecture: crawling
Corporate
network
Office 365
[McDermott] Configuring SharePoint Hybrid Search and Taxonomy
Hybrid Search Tip
• Do not use “Local SharePoint Sites” Content Source
• Create Farm Specific content sources
• Use Managed Properties to Refine by Farm
• ContentSource=“London Farm”
• Do not Delete the Local SharePoint Sites Content Source
• Empty the Content Source and then perform a Full Crawl
SP 2013
Cloud SSA
SPO
Search Index
Logical architecture: query
SP 2010
1
2a
Cheyenne issues a query from
Office 365.
Her user token contains her
online identity and group
memberships.
1
2a
2b
2b
Office 365
Corporate network
Cheyenne issues a query from a
site on-premises. This sends over
her on-premises claims to SPO
Her user token gets rehydrated
with her online claims as she is
authenticated against Office 365.
SP 2013
Cloud SSA
SPO
Search Index
Logical architecture w/ query federation
Corporate network
SP 2010
1
2a
2b
Office 365
On Premises Search Service
3
Ruby issues a query from the site
with sensitive content.
He gets back search results from
on-premises and online as
separate result sets
3
NOT SUPPORTED
▪ Site collection level schema mapping
▪ Custom security trimming
▪ Custom entity extraction
▪ Content enrichment web service
▪
▪
▪
▪
NOT SUPPORTED
▪ Content that requires custom
security trimming
SUPPORTED
▪ Remote Result Sources
▪ Custom IFilter
▪ BCS connectors
▪ Partner connectors (on SharePoint
Server 2013 Cloud SSA)
http://bit.ly/abIgnite15
Search Experience
great people, great experience, great passion
Seperating Hybrid Search Results
IsExternalContent Managed Property
– On-premises Content:1
– SharePoint Online Content :0
Taxonomy Refiners
great people, great experience, great passion
Resources
Office 365 Hybrid Resource Center
– http://hybrid.office.com/
Planning an Preparing for Microsoft SharePoint Hybrid
– http://bit.ly/MSHybridBook
Hybrid Scenarios Pocket Guide
– https://go.microsoft.com/fwlink/?linkid=842608
MS Cloud IT Pro Podcast
– https://www.msclouditpropodcast.com/
Combined Knowledge & Mindsharp
– http://bit.ly/CKHybridCourse18
http://ableblue.com/blog
http://bit.ly/ABVideos
thank you
questions?
BLOG URLTWITTER HANDLE

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[McDermott] Configuring SharePoint Hybrid Search and Taxonomy

  • 1. SHAREPOINT HYBRID SEARCH AND TAXONOMY Matthew McDermott, MVP Director, Aptillon
  • 2. DIAMOND, PLATINUM AND GOLD SPONSORS
  • 4. great people, great experience, great passion Agenda SharePoint Hybrid Features Configure Hybrid Search Hybrid Taxonomy Configuration Hybrid Search and Taxonomy
  • 6. SharePoint Hybrid Scenarios Hybrid OneDrive Hybrid Sites Hybrid B2B Extranet Hybrid Search (Cloud SSA) Hybrid Profile Redirect Hybrid Ext App Launcher Modern Attachments (Ex OD4B) Hybrid Taxonomy Hybrid Auditing Hybrid Self Service Site Creation http://bit.ly/ABVideos SUBSCRIBE
  • 8. Search from anywhere, even on-premises sites Office 365 enterprise search and Delve for your on- premises content Preview and access the content when connected to your corporate network Relevancy and deep refiners across the entire result set
  • 9. SharePoint Server with Cloud Search Service Application 2013 or 2016 Directory Synchronization of AD users and groups Hybrid environment with Office 365 Basic hybrid search requirements Additional requirements for search previews Reverse proxy back to on-premises WAC server
  • 10. Hybrid Search Setup This is a video… Yep…another video…
  • 11. great people, great experience, great passion Hybrid Taxonomy Synchronization of Two (or more) Term Stores SharePoint Online is Master – Copy-SPTaxonomyGroups – Adjust Permissions Term GUIDs kept in sync – On-Premises Timer Job Term Groups and Content Types Office 365 SharePoint
  • 13. Tag Office 365 Content
  • 14. DirSync SP 2013 SP 2010 SP 2007 Fileshares BCS Cloud SSA SPO Search Index 1 2 34 5 6 7 Logical architecture: crawling Corporate network Office 365
  • 16. Hybrid Search Tip • Do not use “Local SharePoint Sites” Content Source • Create Farm Specific content sources • Use Managed Properties to Refine by Farm • ContentSource=“London Farm” • Do not Delete the Local SharePoint Sites Content Source • Empty the Content Source and then perform a Full Crawl
  • 17. SP 2013 Cloud SSA SPO Search Index Logical architecture: query SP 2010 1 2a Cheyenne issues a query from Office 365. Her user token contains her online identity and group memberships. 1 2a 2b 2b Office 365 Corporate network Cheyenne issues a query from a site on-premises. This sends over her on-premises claims to SPO Her user token gets rehydrated with her online claims as she is authenticated against Office 365.
  • 18. SP 2013 Cloud SSA SPO Search Index Logical architecture w/ query federation Corporate network SP 2010 1 2a 2b Office 365 On Premises Search Service 3 Ruby issues a query from the site with sensitive content. He gets back search results from on-premises and online as separate result sets 3
  • 19. NOT SUPPORTED ▪ Site collection level schema mapping ▪ Custom security trimming ▪ Custom entity extraction ▪ Content enrichment web service ▪ ▪ ▪ ▪ NOT SUPPORTED ▪ Content that requires custom security trimming SUPPORTED ▪ Remote Result Sources ▪ Custom IFilter ▪ BCS connectors ▪ Partner connectors (on SharePoint Server 2013 Cloud SSA) http://bit.ly/abIgnite15
  • 21. great people, great experience, great passion Seperating Hybrid Search Results IsExternalContent Managed Property – On-premises Content:1 – SharePoint Online Content :0
  • 23. great people, great experience, great passion Resources Office 365 Hybrid Resource Center – http://hybrid.office.com/ Planning an Preparing for Microsoft SharePoint Hybrid – http://bit.ly/MSHybridBook Hybrid Scenarios Pocket Guide – https://go.microsoft.com/fwlink/?linkid=842608 MS Cloud IT Pro Podcast – https://www.msclouditpropodcast.com/ Combined Knowledge & Mindsharp – http://bit.ly/CKHybridCourse18 http://ableblue.com/blog http://bit.ly/ABVideos