All posts tagged User Experience

SharePoint 2016 Office 365 Search in Practice workshop New York City, NY

Workshop: SharePoint 2016 and Office 365 Search in Practice – New York City, May 2017

The next stop of Search Explained Roadshow 2017 is New York City, NY!

Date: May 15-16, 2017
Venue: Avanade Innovation Center, 155 Avenue of the Americas, 6th floor, New York, NY

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Search is more than technology

Search is more than Technology

When talking about search, most people only consider technology: the search engine is a huge black box, which does something invisible, something magic, and expected to provide the relevant results.

However, it is important to understand that search is a complex process – with a great deal of human involvement. Read more…

Agnes Molnar - Search Workshop

Workshop FAQ: Why Two Days?

The most common question I get about my upcoming workshop, SharePoint 2016 and Office 365 Search in Practice, is why I’ve decided to choose a two-day format.

I know it could be one day. Also, it could be three days, or even up to five.

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SharePoint Online Search Isn’t Displaying What I Expect – Trimmed Duplicates [by Marc Anderson]

Marc AndersonMarc Anderson, Co-Founder and President of Sympraxis Consulting, LLC. provides a good overview of an issue (challenge?) in Office 365 (and SharePoint) search: how to identify and manage duplicates in the result set, especially when you don’t know the reason of your issues is having duplicates. Very good post, with a lot of great details and suggestions. Read more…

Advanced Search - Custom Property is added.

Configuring Advanced Search in SharePoint 2013 and 2016

“Advanced Search” is a great feature, although not utilized in many cases. Out-of-the-box, it provides a default set of available options, which are too general for most businesses. However, it can be enhanced with some easy customizations.

In this post, I’m going to demonstrate one of the most powerful configurations of “Advanced Search” in SharePoint 2013/2016 and Office 365: how to add our custom property filters.

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document-library

How to embed SharePoint columns into document templates

Besides the missing document information panel, another common question about document properties is how to embed properties which come from a SharePoint column to a document template. This can easily be solved by using content types and site columns. Follow these steps:

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Document Search custom Display Template

Custom Document Search Experience (Display Template)

When it comes to the search experience, the look-and-feel of the search results are always a big question. In most cases, the out-of-the-box “ten blue lines” experience is not enough, creating custom Display Templates is almost always required.
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Information Overload - Working late in office

What does Information Overload Mean to YOUR Organization?

One of the biggest challenges organizations have to face these days is information overload. We get more and more information each day, and we also produce more and more. We not only have to store this huge volume but also need to read and process: we have to understand, analyze, and work with the information. Read more…

Time Travel Mystery to Singapore by Emirates

Unexpected User Context – Really?!

Last week, I traveled to Singapore for the annual Innovations in Knowledge Organisation conference. I flew there by Emirates – an easy trip via Dubai.

While in Singapore, I made a decision to stay a day longer and leave on Saturday instead of Friday night.

I supposed nothing could be easier than this: I logged in to Emirates portal, found my flights, chose “Manage Booking”, selected the desired new date, selected the flight, entered my credit card information, and then…

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How to Create a Search Scope for Documents?

It’s a very often requirement to create a Search Scope for document contents either in SharePoint 2007 or 2010. The steps are the same in both version, the only difference is the place where you found these settings: in MOSS 2007, you have to go to the Shared Services administration, but in SharePoint Server 2010 these settings can be found at the Search Service Application(s).
The steps of creating the ‘Documents’ scope are the followings:
  1. Go to the ‘Metadata Properties’ list, open the IsDocument property, and set it’s ‘Allow this property to be used in scopes’ property.
  2. Save the changes.
  3. Go to the ‘Scopes’ page and click ‘New Scope’.
  4. Set the title of the new scope to ‘Documents’.
  5. After saving and creating the new scope, add a rule with the following settings:
    • Sope Rule Type: Property Query
    • Property query: IsDocument = 1.
    • Behavior: Include.
  6. Go back to the Search Administration page, and start an update for the scopes manually (‘Start update now’), or wait for the next scheduled update.
After performing these steps, your scope will be ready to be used immediately.

Planning for Enterprise Search

Enterprise Search is one of the topics that required in every organization but sometimes it doesn’t get enough resources. I don’t mean CPU, memory, etc. but human resources during the plan, deploy and configure the search infrastructure and architecture.
Let me summarize some key components that you need to plan if you’d like to deploy an Enterprise Search for your SharePoint.
As Seach plays different roles in every different organization, there is necessary to plan deeply and deploy carefully for an effective implementation. The following figure shows the key components of the Enterpise Search:
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Enterprise Search key components:
  • Physical architecture:
    • Index server: Index server is responsible for crawling and indexing the various contents. Its general tasks are:
      • Connects to a content source;
      • Readsg the content and metadata;
      • Places the metadata in the SQL property store;
      • Places the content in the full text index.
    • Query server: Query server accepts search queries from the users, builds return set and return the results. This is the typical interface where users meet the SharePoint’s query engine.
    • Shared Services Providers (SSPs): The SSPs are responsible, among others, for deploying and configuring the SharePoint Enterprise Search and making its functionalities available for the various applications and sites.
  • Logical architecture:
    • Content sources: SharePoint Server 2007 can index various content sources:
      • SharePoint sites
      • File shares: documents (Office formats, PDF, TXT, etc.) stored in shared folders of the file system;
      • Business Data: data stored by external Line-of-Business systems in various databases (eg. MS SQL, Oracle, etc.) or accessed via Web Services;
      • Websites: any type of web content inside or outside of the organization;
      • Exchange Public Folders.
    • Search scopes: Search scopes refine the queries. Scope rules can be built by web addresses, property queries and content sources, or can be referred to the all indexed contents.
    • Federation: With federation, SharePoint has the capabilities of querying content sources managed by some other crawling engine. It can conserve the resources of crawling and indexing, moreover can include content that cannot be crawled by SharePoint.
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    • Keywords and Best Bets: Keywords mark specific items as more relevant, therefore they show up more prominently in the search results. By best bets, relevant items and keywords can be chosen and highlighted for a subject.
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  • User experience:
    • Search pages
    • Navigation
    • Tag cloud
    • etc.