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Strategy and Implementation Succeeding with Hybrid SharePoint and Search Jeff Fried CTO, BA Insight BA SPUG April 2015

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Strategy and Implementation

Succeeding with Hybrid SharePoint and Search

Jeff Fried

CTO, BA InsightBA SPUG

April 2015

SharePoint Growth & Evolution

SharePoint ReleasesMetadata

Content

Focused on Search and

SharePoint since 2004

Longtime

Search Nerd

• CTO, BA Insight

• Senior PM, Microsoft

• VP, FAST

• SVP, LingoMotors

Your Speaker- About Jeff Fried

Passionate About

• Search

• SharePoint

• Search-driven

applications

(aka “InfoApps”)

Blog:

DoMoreWithSearch.com

Technet Column

“A View from the

Crawlspace”

[email protected]

About BA Insight

– Secure connectivity

– Increased findability

– Applications and UI components

…and:

Why Hybrid?

On-Premises

Why Hybrid SharePoint?

7

Strategies for Adopting Hybrid SharePoint

Split Workload

Exchange, SharePoint, Lync

OneDrive, Yammer, PowerBI, Delve

Split User

Extranet, Mysites, Team Sites, Project Sites

Portals, Intranet, Services/Applications

Migrate

Move everything to the cloud

at your own pace

Co-Exist

Maintain a hybrid model

Keep using On-Premises systems &

customizations; mix according to need

Identity

Authentication

Reco

rdTem

po

rary

Typ

e o

f C

onte

nt

Instant Message

E-Mail

Social

Team Sites/ ExtranetOnline Storage

Intranet

Document/ Records Management

Individual Team Enterprise

Audience

Different forms of collaboration/content may need different strategies

Key Considerations for Hybrid: Workloads, Environment, Data, Customizations

Availability of features Online versus

On-Premises on particular workloads

Significant investments in

customization of On-Premises

workloads

Concerns over global network

performance with remote sites

Regulatory

considerations

Manageability concerns

Search Provides a Unified View

Example: Using Search-First Migration with Hybrid

Cloud Service

Availability Sets

SharePoint Services Farm

Microsoft Azure

SharePoint Online

Site collections

Office 365 Tenant

SharePoint 2013 Content Farms

SharePoint 2010 Farm(s)

2) Migrate / UpgradeContent Farms

Each site collection can be moved independentlyCan be on-premises, in O365, or hosted in Azure

3) Decommission old farm(s)

1) Establish Search Service(using Azure IaaS)

Centralized Index vs. Virtual Index

Hybrid SharePoint OOB

Great material and training on Technet• http://technet.microsoft.com/en-us/library/jj838715(v=office.15).aspx

Federated search

results Primary web app

SharePoint Online

Internet Microsoft data centerIntranet

Federated

search resultsSite collection

Office 365 tenant

SharePoint

SharePoint Online can query SharePoint Server

• Search: Bidirectional

• Business Connectivity Services: Supported

• Duet Enterprise for SharePoint and SAP: Supported

SharePoint Server 2013

SharePoint Server can query SharePoint OnlineInbound

Perimeter

network

Customer network

Outbound

On-premises SharePoint Server 2013 Enterprise Search portal and SharePoint Online search portal: Local and remote

search results are available. If extranet authentication services are configured, extranet users can log in remotely through

an on-premises Active Directory account and use all available hybrid functionality.

Reverse

proxy

SharePoint 2013 Search Architecture

Public API

Unit of scale/role boundary

Extensibility Points

Not

Multi-tenant

SharePoint 2013 Search and O365

Limitations:

• Cannot crawl external content from O365

• CEWS not available from O365

• Cannot Crawl O365 from On-prem with OOB Connector

OOB Federated Search User Experience

Results from Cloud

Results from SharePoint On-Premise

Refiners from Cloud only

No termset

synchronization

Result Blocks

(not interleaved)

Hybrid SharePoint Patterns

7 Top Scenarios

3.5 Common Configurations

On-Premises

1.

2.

3.

Top 7 Scenarios

4.

5.

6.

7.

Hybrid Configurations: Index and Portal

Online

On-Prem

1.

2.

Portal On-Premises:Hybrid Configuration with Portals in SharePoint Server

Primary Portal On-Prem(Centralized On-Premises Index)

Online

On-Prem

Crawl with

SharePoint Online

Connector

KCTCS (background)

BA Insight ConnectorsMailbox and Archiving Systems• Microsoft Exchange

• Microsoft Exchange Online

• IBM Lotus Notes

• Symantex Evault

• Autonomy EAS / (Zantaz)

ERP and Portal Systems•

Plus a proven architecture and process for creating new

connectors to complex systems

1. Existing portals, with new content added online

2. Existing portals with content moving online

3.

Portal On-Premises:Hybrid Configuration with Portals in SharePoint Server

Primary Portal On-Prem(MultiSearch: Query Federation , Interleaved Results)

Online

On-Prem

Interleaving

Federator

BA Insight Federator

4.

5.

Portal Online:Hybrid Configuration with Portals in SharePoint Online

32

SharePoint Online external users’ rights

External users can

Create personal sites

Edit user profiles

Use SkyDrive Pro document libraries

See company-wide newsfeeds

View aggregated tasks

Serve as site collection administrators

View site mailboxes

Use Office Web Apps

Inherit rights of a user who extends an

invitation

Inherit granular rights

Navigate to subsites

View site feeds

See other users

Design public websites

Search only within a site

External users cannot

Secondary Portal On-Line(Remote Result Source from On-Prem Index)

Online

On-Prem

Remote

Result Source

Challenge: Search was in silos, inconsistent, or incomplete

Users finding content in disparate searches couldn’t

connect the dots, were missing the context and only

found incomplete content sets

No document

found

Incomplete

document sets

Inconsistent filing &

metadata

Collapse into 2 Cloud + 3 on-premises repositories

Connect through Connectors

Standardizewith Classification & Taxonomy Framework

Search

On-Premises

Office 365

Solution:

OnLine

Primary Portal On-Line(Depends on Microsoft Cloud SSA)

Online

On-Prem

Microsoft

Cloud SSA

(future)

BAI Hybrid

Connectivity

Engine

6.

7.

“Pure Cloud”:Cloud Configuration with Portals in SharePoint Online

39

SharePoint Server in Azurein hybrid configuration with O365 Tenant

Virtual Network

Cloud Service

Availability Set

Active Directory & DNS

Cloud Service Cloud Service

Availability Set

Front End

Availability Set

App server

Availability Set

Database

Microsoft Azure

Gatewaysubnet

Active VPN

On-premises environment

Optional!

41

Customer Example: ACE

Built on SharePoint 2013 using the Knowledge Integration Platform

How to Succeed with Hybrid SharePoint

43

44

Essential building block:Authentication with Hybrid SharePoint

Hybrid can include cross-version, multiway, ..

On-Premises

Customized Business Process

Document/ Records Management

Cloud

Online Storage

Extranet

Social

Identity/ Authentication

On-Premises

Team Sites

Intranet

Identity/ Authentication

Beware of: IaIA

acronym courtesy of Adam Levithan

Infrastructure as Information Architecture

48

49

http://www.cleverworkarounds.com/2014/09/10/help-me-visualise-the-pros-and-cons-of-hybrid-sharepoint-2013/

Resources (just a few)

http://bit.ly/1sr15P8

http://bit.ly/1h4EL99

http://slidesha.re/1AiLkgF

http://bit.ly/1pvKo4Z

http://bit.ly/1t1fnVX

http://bainsight.com/hybrid-cloud-for-sharepoint

http://bit.ly/1ecuEdw

http://bit.ly/1AiLqF3

http://bit.ly/XmqBIc

http://bit.ly/1f26hFm