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Strategy and Implementation
Succeeding with Hybrid SharePoint and Search
Jeff Fried
CTO, BA InsightBA SPUG
April 2015
Focused on Search and
SharePoint since 2004
Longtime
Search Nerd
• CTO, BA Insight
• Senior PM, Microsoft
• VP, FAST
• SVP, LingoMotors
Your Speaker- About Jeff Fried
Passionate About
• Search
• SharePoint
• Search-driven
applications
(aka “InfoApps”)
Blog:
DoMoreWithSearch.com
Technet Column
“A View from the
Crawlspace”
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
Identity
Authentication
Reco
rdTem
po
rary
Typ
e o
f C
onte
nt
Instant Message
Social
Team Sites/ ExtranetOnline Storage
Intranet
Document/ Records Management
Individual Team Enterprise
Audience
Different forms of collaboration/content may need different strategies
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
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 / UpgradeContent Farms
Each site collection can be moved independentlyCan be on-premises, in O365, or hosted in Azure
3) Decommission old farm(s)
1) Establish Search Service(using Azure IaaS)
Hybrid SharePoint OOB
Great material and training on Technet• http://technet.microsoft.com/en-us/library/jj838715(v=office.15).aspx
Federated search
results Primary web app
SharePoint Online
Internet Microsoft data centerIntranet
Federated
search resultsSite collection
Office 365 tenant
SharePoint
SharePoint Online can query SharePoint Server
• Search: Bidirectional
• Business Connectivity Services: Supported
• Duet Enterprise for SharePoint and SAP: Supported
SharePoint Server 2013
SharePoint Server can query SharePoint OnlineInbound
Perimeter
network
Customer network
Outbound
On-premises SharePoint Server 2013 Enterprise Search portal and SharePoint Online search portal: Local and remote
search results are available. If extranet authentication services are configured, extranet users can log in remotely through
an on-premises Active Directory account and use all available hybrid functionality.
Reverse
proxy
SharePoint 2013 Search Architecture
Public API
Unit of scale/role boundary
Extensibility Points
Not
Multi-tenant
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
OOB Federated Search User Experience
Results from Cloud
Results from SharePoint On-Premise
Refiners from Cloud only
No termset
synchronization
Result Blocks
(not interleaved)
Primary Portal On-Prem(Centralized On-Premises Index)
Online
On-Prem
Crawl with
SharePoint Online
Connector
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BA Insight ConnectorsMailbox 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
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
Primary Portal On-Prem(MultiSearch: Query Federation , Interleaved Results)
Online
On-Prem
Interleaving
Federator
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
Secondary Portal On-Line(Remote Result Source from On-Prem Index)
Online
On-Prem
Remote
Result Source
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
Collapse into 2 Cloud + 3 on-premises repositories
Connect through Connectors
Standardizewith Classification & Taxonomy Framework
Search
On-Premises
Office 365
Solution:
OnLine
Primary Portal On-Line(Depends on Microsoft Cloud SSA)
Online
On-Prem
Microsoft
Cloud SSA
(future)
BAI Hybrid
Connectivity
Engine
SharePoint Server in Azurein hybrid configuration with O365 Tenant
Virtual Network
Cloud Service
Availability Set
Active Directory & DNS
Cloud Service Cloud Service
Availability Set
Front End
Availability Set
App server
Availability Set
Database
Microsoft Azure
Gatewaysubnet
Active VPN
On-premises environment
Optional!
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
49
http://www.cleverworkarounds.com/2014/09/10/help-me-visualise-the-pros-and-cons-of-hybrid-sharepoint-2013/
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