Fried sps boston hybrid talk

1. Succeeding with Hybrid SharePoint and Search: Strategy and Implementation Jeff Fried CTO, BA Insight SPS Boston June 2015

2. SharePoint Growth & Evolution SharePoint Releases Metadata Content

3. Focused on Search and SharePoint since 2004 Longtime Search Nerd • CTO, BA Insight • Senior PM, Microsoft • VP, FAST • SVP, LingoMotors Who is this guy? Jeff Fried Passionate About • Search • SharePoint • Search-driven applications • Information Strategy Blog: DoMoreWithSearch.com Technet Column “A View from the Crawlspace” jeff.fried@bainsight.com

4. About BA Insight  – Secure connectivity – Increased findability – Applications and UI components 

5. …and: – – – Why Hybrid? On-Premises

6.  – –  –  –  – Why Hybrid SharePoint? 7

7. Delve PowerBIYammer Next-Gen Portals Office 365 APIs Cloud-only OneDrive Office Video Equivio Zoom (e-Discovery)

8. 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

9. 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

10. KCTCS (background)

11. Search Provides a Unified View

12. 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 / Upgrade Content Farms Each site collection can be moved independently Can be on-premises, in O365, or hosted in Azure 3) Decommission old farm(s) 1) Establish Search Service (using Azure IaaS)

13. Centralized Index vs. Virtual Index         

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

15. SharePoint Hybrid Infrastructure Search: Bidirectional Business Connectivity Services: Supported Duet Enterprise for SharePoint and SAP: Supported IntranetMicrosoft data center Internet Microsoft Office 365 tenant SharePoint Online Federated search results Site collection SharePoint Online can query SharePoint Server SharePoint Server 2013 SharePoint Primary web app Federated search results SharePoint Server can query SharePoint Online Outbound Inbound Customer network Perimeter network

16. 17 Essential building block: Authentication with Hybrid SharePoint

17. SharePoint 2013 Search Architecture Public API Unit of scale/role boundary Extensibility Points Not Multi-tenant

18. 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

19. OOB Federated Search User Experience Results from Cloud Results from SharePoint On-Premise Refiners from Cloud only No termset synchronization Result Blocks (not interleaved)

20. Hybrid SharePoint Patterns 7 Top Scenarios 3.5 Common Configurations On-Premises

21. 1. 2. 3. Top 7 Scenarios 4. 5. 6. 7.

22. Hybrid Configurations: Index and Portal Online On-Prem

23. 1. 2. Portal On-Premises: Hybrid Configuration with Portals in SharePoint Server

24. Primary Portal On-Prem (Centralized On-Premises Index) Online On-Prem Crawl with SharePoint Online Connector

25. KCTCS (background)

26. • • • • • • • • • • • • • • • • BA Insight Connectors Mailbox 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

27. 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

28. Primary Portal On-Prem (MultiSearch: Query Federation , Interleaved Results) Online On-Prem Interleaving Federator

29. BA Insight Federator

30. 4. 5. Portal Online: Hybrid Configuration with Portals in SharePoint Online 34

31. 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

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

33. 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

34. Collapse into 2 Cloud + 3 on-premises repositories Connect through Connectors Standardize with Classification & Taxonomy Framework Search On-Premises Office 365 Solution: OnLine

35. Primary Portal On-Line (Depends on Microsoft Cloud SSA) Online On-Prem Microsoft Cloud SSA (future) BAI Hybrid Connectivity Engine

36. Directory Synchronization of AD users and groups SharePoint Server with Cloud Search service application 2013 or 2016 Hybrid environment with Office 365 Basic hybrid search requirements Additional requirements for search previews Reverse proxy back to on-premises WAC server

37. DirSync SP 2013 SP 2010 SP 2007 Fileshares BCS Cloud SSA SPO Search Index 1 2 34 5 6 7 Logical architecture: crawling Corporate network Office 365

38. SP 2013 Cloud SSA SPO Search Index Logical architecture: query Corporate network SP 2010 1 2a Jaden issues a query from Office 365. Her user token contains her online identity and group memberships. 1 Jaden isues a query from a site on-premises. This sends over her on-premises claims to SPO Her user token gets rehydrated with her online claims as she is authenticated against Office 365. 2a 2b 2b Office 365

39. Crawl Link On Prem On Line

40. 6. 7. “Pure Cloud”: Cloud Configuration with Portals in SharePoint Online 44

41. SharePoint Server in Azure in hybrid configuration with O365 Tenant Virtual Network Cloud Service Availability Set Active Directory & DNS Cloud ServiceCloud Service Availability Set Front End Availability Set App server Availability Set Database Microsoft Azure Gateway subnet Active VPN On-premises environment Optional!

42. 46 Customer Example: ACE Built on SharePoint 2013 using the Knowledge Integration Platform

43.  –  –  –  – How to Succeed with Hybrid SharePoint 48

44. 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

45. 2013 Migrate at their own pace to the cloud with little or no disruption to existing service Pilot Online Service with a subset of users 2016 -> Continue to maintain hybrid model providing services on- premises or online based on the organization needs Continue to use existing customizations on-premise Subscribe to cloud innovation, on demand, on your terms Taking Hybrid Forward…

46. 52

47. 53 http://www.cleverworkarounds.com/2014/09/10/help-me-visualise-the-pros-and-cons-of-hybrid-sharepoint-2013/

48. 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

49. Contact: Jeff.Fried@BAinsight.com www.BAinsight.com Questions / Discussion

50. 57 Essential building block: Authentication with Hybrid SharePoint

51. Identity crisis Federated identityCloud identity Directory & password synchronization Single identity in the cloud Suitable for small organizations with no integration to on-premises directories Single identity Suitable for medium and large organizations without federation Single federated identity and credentials Suitable for medium and large organizations

52. Beware of: IaIA acronym courtesy of Adam Levithan Infrastructure as Information Architecture

53. Directory Synchronization of AD users and groups SharePoint Server with Cloud Search service application 2013 or 2016 Hybrid environment with Office 365 Basic hybrid search requirements Additional requirements for search previews Reverse proxy back to on-premises WAC server

54. DirSync SP 2013 SP 2010 SP 2007 Fileshares BCS Cloud SSA SPO Search Index 1 2 34 5 6 7 Logical architecture: crawling Corporate network Office 365

55. • • SID S-1-5-21-1212121212- 1212121212-1212 jaden@corp.hybridsearch.com msOnline- OnPremiseSecurity Identifier S-1-5-21-1212121212-1212121212- 1212 PUID PUID-XXXX-XXXXXXXXXX

56. S-1-5-21-1212121212- 1212121212-1212 PUID-XXXX-XXXXXXXXXX • User SIDs are mapped to PUIDs • Group SIDs are mapped to Object IDs • «Everyone» and «Authenticated users» are mapped to «Everyone except external users»

57. SP 2013 Cloud SSA SPO Search Index Logical architecture: query Corporate network SP 2010 1 2a Jaden issues a query from Office 365. Her user token contains her online identity and group memberships. 1 Jaden isues a query from a site on-premises. This sends over her on-premises claims to SPO Her user token gets rehydrated with her online claims as she is authenticated against Office 365. 2a 2b 2b Office 365

58. SP 2013 Cloud SSA SPO Search Index Logical architecture w/ query federation Corporate network SP 2010 1 2a 2b Office 365 SP 2013 search 3 Paul issues a query from the site with sensitive content. He gets back search results from on-premises and online as separate result sets 3

59.     Contoso did not have to upgrade their existing deployments to get started with Office 365 hybrid search

60. DLP Sensitive Data Search works with hybrid

61. Migrate remote users physically distant from On-Premise deployment to Online for better experience Host certain data in particular locations Online for Compliance or data sovereignty reasons Advantage of moving to cloud infrastructure ((TCO) where ever possible SharePoint Hybrid Overview Two scenarios of hybrid model in an Enterprise Migration to the Cloud Migrate at their own pace to the Cloud with little or no disruption to existing service Pilot Online Service with a subset of users Maintaining a hybrid model Continue to maintain hybrid model providing services on-premises or online based on the organization needs Continue to use existing customizations on-premise Easily off-board exchange mailboxes from Cloud to on premises

62. Identity crisis Federated identityCloud identity Directory & password synchronization Single identity in the cloud Suitable for small organizations with no integration to on-premises directories Single identity Suitable for medium and large organizations without federation Single federated identity and credentials Suitable for medium and large organizations

63. SharePoint Hybrid Infrastructure Search: Bidirectional Business Connectivity Services: Supported Duet Enterprise for SharePoint and SAP: Supported IntranetMicrosoft data center Internet Microsoft Office 365 tenant SharePoint Online Federated search results Site collection SharePoint Online can query SharePoint Server SharePoint Server 2013 SharePoint Primary web app Federated search results SharePoint Server can query SharePoint Online Outbound Inbound Customer network Perimeter network

64. TWO-WAY HYBRID SETUP

65. TWO-WAY SETUP - DETAIL

66. ENVIRONMENT CONFIGURATION NON-SharePoint Tasks Reverse Proxy and Certificate Auth Identity Provider MSOL Tools Dirsync UAG ADFS Servers SharePoint Servers Office 365 Dirsync and Tools Servers MSOL Tools

67. 1. 2. 3. 4. 5. SharePoint 2013 Config

68. Hybrid Challenges Regulatory / compliance risks Photo Courtesy of U.S. Central Command Downtime threatens key operations and wastes money Photo Courtesy of U.S. Central Command Difficult to integrate content over multiple technologies Low bandwidth and high latency slow worker performance Image Courtesy of USAF Research Laboratory Inability to quickly recover from outages

69. Of course, migrations could be faster

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