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FAST for SharePoint: Customer Use Cases and Lessons Learned

FAST for SharePoint: Customer Use Cases and Lessons Learned. Guy Mounier, CEO BA Insight Chris Even, Dir. Solutions BA Insight. About The Speakers. Guy Mounier, CEO, BA Insight Co-Founded BA Insight in 2004 Previously CTO at Global Energy company

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FAST for SharePoint: Customer Use Cases and Lessons Learned

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  1. FAST for SharePoint: Customer Use Cases and Lessons Learned Guy Mounier, CEO BA Insight Chris Even, Dir. Solutions BA Insight

  2. About The Speakers Guy Mounier, CEO, BA Insight • Co-Founded BA Insight in 2004 • Previously CTO at Global Energy company Christopher Even, Director Solutions, BA Insight • Principal Architect, Enterprise Connector Framework • Owner of SharePointSearch.com

  3. Agenda 15 min: Delivering Search Based Applications on top of FAST for SPS 45 min: Lessons Learned & Technical drilldown Data Acquisition • Connect, Enhance, Index • Security, Security, Security Data Visualization • Normal Search • Enhanced People Search • Content based Search • Search Applications and Examples

  4. Delivering Search Based Applications on top of FAST for SharePoint

  5. Recognizing Search Driven Applications They are everywhere Sales: 360o Customer Insight “How do I support theunique search needs of teams and work that impact our business?” Services: Knowledge Browser Marketing: Competitive Intelligence • To do so, you need a search platform that has • A deep understanding of your information • Flexible relevance to meet diverse needs • A customizable UX to increase user efficiency Research & Development: Innovation Portal Support: Call Center Advisor Operations: Systems/Logistics Portal Legal, HR, IT, Finance, ……

  6. Search-Based Applications Search Based Applications are found in every industry and every function Traditionally, search vendors describe these as possibilities using their platforms; but implementation costs have been >$1M Packaged apps are now possible, leveraging the SharePoint ecosystem

  7. Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the internet Connect and Empower People Browser Office Offline Mobile Your SharePoint solution across a variety of scenarios Rapidly respond to business needs Cut costswith a unifiedinfrastructure Application experiences Documentprocessing LOBintegration Human workflow ReportingandAnalysis Websites Browser Online or On Premise Office Shared Services SharePoint Out-of-the-Box Capabilities Sites Communities Content Composites Insights Search Sandbox Solutions SharePointDesigner Administration VisualStudio Key SharePoint Platform Services Application Model Programmability Security Packaging Interoperability Manageability Deployment The Microsoft Application Platform (SQL Server, Windows, .NET) Your enterprise LOB, external systems and cloud services ERP, CRM,BUIT applications Cloudservices

  8. Customizing Search IP Portfolio mgmt Intel/Surveillance Drug Discovery …. Intranet Search People Search Site Search Research Portal Case Management Save Results to Excel file …..

  9. E-mail Search Application

  10. Drill-down into Email Attachments Search Within Hit Highlighting

  11. Create and answer precise questions • Look across company, industry, journal and patent sources assembly patent • Who has deep expertise to help the project? • Direct actions from Search results • Is it mentioned anywhere in the document? • Start with a design and capture results back to it • What is in the patent database? • Look across languages and domains

  12. Data Acquisition (Search Indexing) • BCS - write your own • next iteration of BDC • now supports unstructured data and windows security • Simple SQL or Complex Custom Code options • 3rd Party Connectors • Pre-built, packaged, supported and tested • Already solved security mapping scenarios

  13. Enhancing Your Data Companies can run many enterprise systems which contain silos of data. That data is usually interrelated. • Customer -> Projects -> Documents • Employee -> Billing -> Projects Leverage the data relationships to enhance your search results • Find Projects based on customer • Find projects an employee is billing against HOW? • Inter-database joins • Custom BCS connector • FAST Pipeline Extensibility • 3rd Party Tools Unlocking metadata from files Built in extractors (People, Companies) 3rd party vertical focused extractors Custom development Real world example discussion – WCSR

  14. Security is NOT trivial. Fast & SharePoint currently ONLY support AD mapped security OOB. Major issue if using claims or forms based non-AD authentication into search. Translate native to AD • Step one: User Mapping – pretty straight forward • Step two: Group Mapping/Handling – much tougher • Map to existing – do they exist? • Expand groups – exceed size limits?, track changes? • Create new groups – how? Impact on AD? • Custom queries and data – manageability? Complexity? Handling non-traditional Security • The attribute based security conundrum: the document is looking for the searcher.

  15. Data Visualization Displaying Useful Interactive Results Understand your customers business when selecting and ordering navigators. Take the time to customize the search results XSLT • Add record level details :client, project, status etc. • Make search be a navigation tool: Hyperlink everywhere you can. Leverage Rank Profiles and Dynamic Relevancy In FAST Demo of Longitude Enhanced UI DEMO:

  16. Data Visualization Extending OOB People Search • Add weighted skills: Expert, Junior, Novice • Extend users profiles with external data for enhanced people search Content Based Expertise Searching • Finding company experts based on ranking of content they have generated. • Leverage a FAST feature for grouping (trim duplicated on property) • Custom WebPart enabling FQL and reordering of results.

  17. Research Portal Application Similar Patterns across Industries Component-based Example Mockup

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