Enterprise Search Portal” - Richmond SharePoint … Materials/Ascendum022615.pdfA Vora Group...

© 2015 Ascendum Solutions. All rights reserved.

Webinar – Transform SharePoint into your

Enterprise Search Portal

Feb 24, 2015

Give your SharePoint

Farm ESP –

“Enterprise Search Portal”


Agenda

• Brief corporate introduction

• Enterprise Search – what is it and why aren’t organizations doing more

• SharePoint – an Enterprise Search Portal

• Specific demonstrations on configuring Search within SharePoint

• Visual Search for SharePoint

• Adding findability to your unstructured data

• Q/A – Give SharePoint search “ESP”


A Vora Group Venture

One of the fastest-growing technology

holding groups in the United States

Fourteen successful

IT companies

Employs over 2200

employees worldwide

Global information technology (IT)

solutions company that delivers

"Technology Inspired Solutions to

Business Driven Challenges"

Delivering world class

solutions around

Product Engineering,

Application

Development,

SharePoint and

Quality Assurance

Leveraging Vora IP to

deliver cutting edge

solutions

Focused on improving the performance

of SharePoint business processes with

trusted analytic, search and automation

software

Products include –

ProcessView and

LeanView, Visual

Search and BPM

Suite

We make work flow….


Enterprise Search

• Definition – “Enterprise search is the practice of making content from multiple enterprise-type sources, such as databases and intranets, searchable to a defined audience.”

• Is improving corporate Search relevant?

– Your structured and unstructured data doubles every 1.2 years;

– In a recent study done on the State of the Enterprise Information Landscape, the #1 frustration of American workers is the time they waste searching for electronic documents;

– According to IDC, a company with 1,000 information workers can expect more than $5,000 in annual wasted salary costs because of poor search

– An Accenture survey of 1,000 middle managers found they spend as long as two hours a day searching for information and that more than half the information they found during searching is useless;


Enterprise Search & SharePoint

• Search IS an application

• SharePoint is a fantastic platform for an Enterprise Search Portal

• Key Reasons Search projects fail:– No identified KPI’s

– Not defining deliverables

– Not including content quality

– Changing Objectives

• #1 reason - Enterprise Search is not a project but a PROGRAM– Take small, measurable, consistent

steps toward enterprise search

Remainder of this Webinar focused on how you can configure SharePoint and related products to enable Enterprise Search….


Enterprise Search

Where are you in your search journey with SharePoint? We’re going to demonstrate how to configure and use the following techniques to improve Search within SharePoint:

• Indexed Content:• Indexing the Enterprise• File shares, 3rd party data,

databases• Metadata, Advanced Search:

• Targeting Results• Suggestions• Targeted Queries• Enable Refinements &

Ranking• Handling unstructured,

ungoverned data (Power of Visual Search)


INDEX CONTENTDemonstration

Steps1. Open Central Admin2. Manage Service App3. Click on Content Sources under

Crawling on the left nav menu4. Add a New Content Source5. Run a full crawl6. Set up a schedule


PARTITION CONTENTDemonstration

Steps1. Open Central Admin2. Manage Service App3. Click on Result Sources under Queries and

Results on the left nav menu4. Create a query to partition the content


TARGET CONTENT WITH QUERY TRANSFORMS AND RULES

Demonstration

Transforms1. Take the query the user enters

and add your own conditions to create a targeted result

Rules1. Do something with the

targeted result to make it useful

(easy to find, highlighted, recommendations, etc.)


QUERY SUGGESTIONS

Demonstration

Steps1. Open Central Admin2. Manage Service App3. Click on Query Suggestions

under Queries and Results on the left nav menu

4. Check “Show Suggestions”5. Import text file(s)


SPELLING SUGGESTIONS

Demonstration

Steps1. Open Central Admin2. Manage Service App3. Click on Search Dictionaries

under Queries and Results on the left nav menu

4. Enter terms under the group “Search Dictionaries”

Special Note: The Company Inclusions/Exclusions list will enable you to specifically set up the search engine to extract a list of companies from search results


COMPANY EXTRACTION

Demonstration

Steps1. Open Central Admin2. Manage Service App3. Click on Search Schema4. Find the Managed Properties

you want to extract company names from

5. Check the “Company Extraction” checkbox on the property page

6. Add the company terms to the metadata term store

7. Run a full crawl when complete


REFINED SEARCH

Demonstration

3 methods1. Advanced Search2. Metadata/Properties3. Visual Search


ANALYTICSDemonstration


UNSTRUCTURED, UNGOVERNED DATA

Demonstration


Visual Search for SharePoint 2010 | 2013 | O365

Refine

• View instant Heat Map or Circle of SharePoint search results

• Drill down for real-time topic filtering

• Leverage refinements and other familiar, out-of-the-box SharePoint features

View & Analyze

• View content & topics without downloading or accessing the result’s source data

• Perform a Deep Search within a result’s content

Recommend

• Boost user-recommended results

• Govern recommended results and terms

Manage via Analytics

• Improve results via Visual Search’s reports

• Speed up decision making & drive productivity

Visualize Search Results, Collaborate &Drive Productivity


SharePoint – ESP Service

Combination of Software and Services:

• Software:

– Perpetual license of Visual Search for one Farm

– All sites | site collections on the farm can access Visual Search

• Services:– Two weeks of focused consulting,

reviewing current IA and configuration

– Targeted configurations to improve Search

– ESP roadmap for future enhancements


Thank You

Bill CriderDirector, SharePoint Solutions

Ascendum Solutions, Vora Group

[email protected]

• Questions?

• Next Steps..Rich KurzVice President, Client Services

[email protected]

Enterprise Search Portal” - Richmond SharePoint … Materials/Ascendum022615.pdfA Vora Group...

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