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Succeeding with Hybrid SharePoint and Search:
Strategy and Implementation
Jeff Fried
CTO, BA Insight
SPS Redmond
October 2015

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KCTCS (background)

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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

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About BA Insight
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– Secure connectivity
– Increased findability
– Applications and UI components
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Why Hybrid SharePoint?
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Delve
PowerBIYammer
Next-Gen Portals
Office 365 APIs
Cloud-only
OneDrive
Office Video
Equivio Zoom
(e-Discovery)

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Migrate remote users
Two Hybrid Adoption Strategies
Pilot Online Service with a
subset of users
Off-board exchange mailboxes
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

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The
Evolution
of
SharePoint:
HYBRID ManagementExtensibilityExperiences
| Server
Experiences ManagementExtensibility
| Server | Server
HYBRID
Team
Sites
Portals
Search
Enterprise
Content Mngt
BI

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SharePoint “Hybrid Classic”
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

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Essential building block:
Authentication with Hybrid SharePoint

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Approaches to Hybrid – by Workload
Split Workload
different tools in
different places
Split User
task uses content or
sites across ‘the divide’
Exchange, SharePoint, Lync
OneDrive, Yammer, PowerBI, Delve
Extranet, Mysites, Team Sites, Project Sites
Portals, Intranet, Services/Applications
Links Search

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Search Provides a Unified View

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SharePoint 2016 Hybrid
Cloud Hybrid
Search
User Profiles Following
Extranet
Compliance
(DLP/e-
Discovery)
Config
Experience
Built on Search

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Cloud Search Service Application
• Unified index with on-premises and cloud content
• Feeds Office Graph/Delve experiences
• Supports Search as a Service
• Reduces search crawl footprint
Audio text
And search
indexpropertiessignals
Metadata extraction
and processing

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External Content
(on-premises and/or
in the cloud)
SharePoint Server
(On-premises or Hosted)
Office 365
SharePoint Online Content
Onedrive for Business Content
Connectors
SharePoint Content
Hybrid Connectivity (index in O365)

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BA Insight Connectors
Mailbox and Archiving Systems
• Microsoft Exchange
• Microsoft Exchange Online
• IBM Lotus Notes
• Symantex Evault
• Autonomy EAS / (Zantaz)
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ERP and Portal Systems
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Plus a proven architecture and process for creating new
connectors to complex systems

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External Content in O365 UX
Unified view across all content
- on-premises and on-line
- inside and outside SharePoint

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External Content
(on-premises and/or
in the cloud)
SharePoint Server
(On-premises or Hosted)
SPO Content
OneDrive Content
Connectors
SharePoint Content
Connector
Framework
AutoClassifier
Office 365
AutoClassifier
(app version)
CEWS

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DLP Sensitive Data Search works with hybrid
Search for sensitive data
across on-premises and
SharePoint Online
All Built-in sensitive types
Identification and export
Extends to data in OneDrive
Sensitive Information type
detection through KQL
searches
Get instant statistics
Preview &
export results

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External Content
(on-premises and/or
in the cloud)
SharePoint Server
(On-premises or Hosted)
SharePoint Online (SPO) Search
Delve & InfoPedia
Data Loss Prevention (DLP)
SPO Content
OneDrive Content
Connectors
SharePoint Content
Connector
Framework
AutoClassifier
Office 365
AutoClassifier
(app version)
CEWS

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Scaling

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External Content
(on-premises and/or
in the cloud)
Custom
Processing
CEWS
Bottlenecks:
1) Source systems
2) Content Processing
3) Indexer
….

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External Content
(on-premises and/or
in the cloud)
Bottlenecks:
1) Uplink
2) Source systems
….

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Performance

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External Content
(on-premises and/or
in the cloud)
CEWS
Custom
Processing
Bottlenecks:
1) Uplink
2) Source systems
3) Content Processing
….

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Mechanisms
Cloud SSA
Remote Result Source
Cloud App model
Applications
External Content
Federator
Identity and Directory Sync

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Directory Synchronization
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

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Mapping of Access Control Lists
Allow: 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»

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1)
2)
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Cloud Hybrid Search Limitations
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Feature OOB Limitation BA Insight
CEWS not available with Cloud SSA available via connector framework
Entity Extraction not available with Cloud SSA available via autoclassifier
Custom Security Trimming not available with O365 index can 'map down' to AD groups
Thesaurus
SharePoint Online doesn't support a thesaurus
can use Federator - with SP server-
based search center
Removal of on-premises
search results not available with Cloud SSA (could provide a custom solution)

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External Content
(on-premises and/or
in the cloud)
SharePoint Server
(On-premises or Hosted)
SPO Content
OneDrive Content
Connectors
SharePoint Content
Connector
Framework
Office 365
AutoClassifier
(app version)
CEWS
Custom
Processing

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NOT OOB …. but there’s a way to handle them all
Scenarios
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Connectors
Federator

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

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BA Insight Federator

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Full Range of Hybrid Search Configurations
Scenario
Most systems and portals
hosted on-premises
Most systems and portals
hosted in the cloud
Must work across borders but
maintain data residency
Single Single MultiSearch
Search Index Search Index Across Multiple
in SP Server in SP Online * Search Indices
How it works
Crawls SP Online and
other sources from SP
Server
Crawls SP Server and other
sources from Cloud SSA, pushes
text & metadata to SP Online
Searches SP Online and SP
Server simultaneously;
combines the results
Advantages
Simplest approach;
best search experience
Low footprint on-premises;
can use online features
(Delve, DLP)
Only solution for some
scenarios
BA Insight
Improvement over OOB
no OOB solution
Adds content outside SP
Preview content outside SP2013
Supports content enrichment
Provides single interleaved
result set and refiners
* requires Microsoft Cloud SSA
Approaches for Hybrid SharePoint
Configuration

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Customer Example: ACE
Built on SharePoint 2013 – but couldn’t run as-is in O365

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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!

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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)

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Getting Ready
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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

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Tools
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New Sites
to bookmark
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Contact:
Jeff.Fried@BAinsight.com
www.BAinsight.com
Questions /
Discussion