Abstract: During organizations’ Project Management Lifecycles, a lot of information and useful data gets stored in Project Server, and it gets to be a „project info silo“ very quickly. One way to get out of this trap is using Search –a nice and powerful way to get information about your projects, like documents, schedules, team members, issues, etc. In this session, we’ll demonstrate the keys for a successful Search Based Project Application.

1. Ms Search and Mr Project
AGNES MOLNAR, SHAREPOINT SERVER MVP – HUNGARY
NENAD TRAJKOVSKI, PROJECT MVP - CROATIA
SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013
ZAGREB, NOVEMBER 27-28 2013

2. sponsors

3. MS PROJECT SERVER – OFFICE 365

4. MS PROJECT SERVER – OFFICE 365

7. MS PROJECT SERVER – OFFICE 365

8. MS PROJECT SERVER – OFFICE 365

9. MS PROJECT SERVER – OFFICE 365

10. MS PROJECT SERVER – OFFICE 365

11. MS PROJECT SERVER – OFFICE 365

12. MS PROJECT SERVER – OFFICE 365

13. MS PROJECT SERVER – OFFICE 365

14. MS PROJECT SERVER – OFFICE 365

15. MS PROJECT SERVER – OFFICE 365

16. MS PROJECT SERVER – OFFICE 365

17. THAT IS ALL FROM ME!
And now! Ladies and Gentelman!
The one and only:
Ms Search - AGNES MOLNAR

18. SharePoint 2013 Search Introduction
Result Type
Result Block
Data Source
Content
Source
Result Type
Result Block
Data Source
Query Rule
Data Source
Query Rule
Result Set
Content
Source
metadata
Data Source
Query Rule
Content
Source
Local Search Index
Indexing
BCS (Project
DBs)
Federation
Remote Search index
Project sites
Refinement
Panel
Result
Source
Result
Source
Hover Panel
Display
Templates

19. Project Server Architecture

20. OOTB SEARCH IN PROJECT SERVER
SITES

21. Search in Project Sites
• “Site Collection”-like Search
• Available on premises + in O365

22. BUSINESS CONNECTIVITY SERVICES

23. Business Connectivity Services
• Connects to External Data
• Web Service
• Direct DB access
• OData Service
• Provides Complete Interaction
• Enable offline use of external data
• Bridge the unstructured documents to structured data stored in
external systems

24. BCS – Connecting to Project Server DBs
• Getting Directly from the DB:
•
•
•
•
Tasks
Risks
Milestones
…
• On-premises only

25. Getting Connected
1. Service Application: Business Data Connectivity Services

26. Getting Connected
2. Create External Content Type (SharePoint Designer)

27. Getting Connected
2. Create External Content Type (SharePoint Designer)

28. Getting Connected
“Side effect” – External List in SharePoint

29. Getting Connected - Search
Create New Content Source

30. Getting Connected - Search
Create New Content Source

31. Getting Connected - Search
Create New Crawl Rule (crawler account)

32. Getting Connected - Search
Crawl / Index

33. Getting Connected - Search
Check the Crawl Logs (crawl success / errors)

34. Getting Connected - Search
Check the Results on the UI

35. Getting Connected - Search
Customize

36. Getting Connected - Search
Customize

37. Getting Connected - Search
Customize

38. Getting Connected - Search
Integrating with People Search

39. FEDERATION

40. Federation
• Using a Remote Search Index
• Remote SharePoint site (e.g. O365)
• Exchange search results
• OpenSearch 1.0/1.1

41. Federating Project Sites
• On-premises, same domain is obvious
• On-premises, with two-way domain trust is obvious
• Project Server Online (O365)
•
•
•
•
Single-Sign-on
Directory Synchronization
Two-was server-to-server trust
Search federation

42. Federating Project Sites

43. Summary
• Several Options:
•
•
•
•
OOTB Search in Project Sites
Using BCS
Using Federation
Custom Connector

44. questions?
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HANDLE

45. thank you.
SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013
ZAGREB, NOVEMBER 27-28 2013