connecting external content to sharepoint search
TRANSCRIPT
Connecting External Content to SharePoint SearchAgnes Molnar, Managing Consultant
@SearchExplained
The Search Processes
Crawling Content Processing Indexing
Querying Presenting Results Capturing Clicks
Analyzing Suggesting Tuning
Crawling & Indexing
The Search Processes - Components
BUSINESS CONNECTIVITY SERVICE
External Lists• Connect external data to SharePoint lists
External Data Source
External ListsPros Easy to set-up Easy to configure for crawl Available OOTB
Cons- Limited functionality- Limited performance- Limited security options- Limited types of data source
SEARCH CONNECTORS
Most Common Data SourcesContent Management Systems
CRM systems
Collaboration platforms
Enterprise portals
Archiving systems
Mailboxes
Databases
Other Search systems
…
Search Connectors
Challenges
METADATA
Refinement
Result Type & Display Template On Hover Panel
Queries & Query Rules
Consistent and Quality Metadata is a MUST
Crawled Properties
Managed Properties
Project Number
Client Name
Project Financial ID
Project Number
External ContentCustomerNo
ProjectNo
Unstructured Content
Project NBRClientNumber
ClientName
List dataProject IDClientID
Client Name
Content TypeProject IDCustomer
SECURITY
Security• Security Trimmed Results
• Goal: to protect Enterprise Search from “security incidents”
• Enterprise Search Security = Content Security• Enterprise Search != Security Leak
USER EXPERIENCE
Queries
QueriesSearching For…
Keyword Example Description
General Text Training Search for items containing “Training”
Wildcard Train* Search for items like “Training” and “Trainer”
Phrase “Training Room” Search for the exact phrase
Documents IsDocument Training IsDocument:1 Returns documents containing “Training”
FileExtension Training FileExtension:docx Returns Word documents containing “Training”
Author Author:Cox IsDocument:1 Returns documents authored by “Cox”
Title Title:Training IsDocument:1 Returns documents with “Training” in the title
People Lastname Lastname:C Returns all people whose last name starts with “C”
Tasks contentClass contentClass:STS_ListItem_Tasks Returns all task items
Events contentClass contentClass:STS_ListItem_Events Returns all calendar events
Queries• The most important query operators:
Type Operator
Boolean AND, OR,NOT
Parentheses ()
Wildcard *
Inclusion and exclusion operators + or -, respectively
Displaying the Results
Displaying the Results
+ Document Display Templates
https://searchexplained.com/custom-document-search-experience-display-template/
Thank You & Keep in [email protected]
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