Friday, January 13, 2017

How to setup Synonymous based search in SharePoint 2013



How to setup Synonymous based search in SharePoint 2013
Scenario
Currently we have achieved synonyms based search query and got relevant search results in SharePoint 2013
Ex. if I search for Vacation, Day Off, Holidays, Shutdown, as a keyword in SharePoint Enterprise search, Holidays.xlsx file need to show in the search result.
Solution
We have to use a thesaurus file to specify synonyms for a single word or multiple words that occur in queries. The query is expanded based on the entries in the thesaurus. We have to create and maintain the thesaurus file in a system external to SharePoint 2013 before we import it into SharePoint 2013 to make the synonyms available to the search system.
Note : We can deploy only one treasure in a single SharePoint farm
Format : csv file
Csv file format
Key,Synonym,Language
Holidays, Vacation,en
Holidays, Day Off,en
Holidays, Shutdown,en
Holidays, Ferien,de
Holidays, Freier Tag,de
Holidays, Herunterfahren,de

How to import csv to SharePoint Farm using Powershell
$searchApp = Get-SPEnterpriseSearchServiceApplication 
Import-SPEnterpriseSearchThesaurus -SearchApplication $searchApp -Filename <Path>

Tuesday, May 24, 2016

Sharepoint 2013 My Site Governance Model

·       My Site Governance
In this Article we will focus following things in detail for My Site Governance in SharePoint 2013/2016 on premise.
·         Vision & Goal
·         My Site Governance
·         Conclusion
·         Recommendation
·         Best Practices
·         Configuration & Administration and Maintenance Plan
·         My Site Creation Process

·       Vision & Goals
§  Define clear vision for my sites
The My Site provides an environment where, employees will be able to collaborate and share documents, tasks, people information, calendars and other information
§  Define clear Goal for my sites
·         My Site Primary Goal
o   Easy Document Sharing
o   Connect employees
·         My Site Secondary Goal
o   More engagement
o   Improve Communication
§  What My Site Will do and not do
·         Have a list of features what my site has
o   News Feed
o   My Documents
o   My Tasks
o   Blogs
o   About Me
o   One Drive
·         Have a list of features what my site will not have
o   Digital Asset library
o   Public Sharing documents

·       My Site Governance Model
o   Public View content should not have any confidential or private data
o   Content pertaining to human resources or legal is typically not listed in my Sites
o   No personal health information should ever be present
o   Personally identifiable financial information should ever be present
o   My site deletion or moving my sites policy need to be defined.
o   Private site must not contain personal audio files, inappropriate pictures, or other materials not allowed within the organization.
o   All discussions or blogging done within a My Site must follow company policies
o   All discussions or blogging contain sensitive company material or defamatory comments about any person are not allowed
o   Before my site launch define enterprise social policy and rollout
·       Conclusion
The My Site provides an environment where, employees will be able to collaborate and share documents, tasks, people information, calendars and other information.
·       Recommendation for Basic My Site Features
o   News Feed
§  Newsfeed is the user’s social hub where he or she can see updates from the people, documents, sites, and tags that the user is following.
o   My Documents
§  Provides a single place for users to create, share, collaborate and follow important documents.
o   My Tasks
§  Displays tasks assigned to the user. This is only visible to the owner of the My Site page.
o   Blogs
§  Blog is a Web Part page that the My Site owner can use to publish a blog.
o   About Me
§  The About me is the default page that displays when a user accesses another user’s My Site. This page displays the user’s profile page to other people in the organization.
o   One Drive
§  The OneDrive tab links to the user’s OneDrive for Business. OneDrive for Business is the user’s personal file storage and synchronization service for business use.
o   Org Chart
§  Loading peer, manager and direct report in a graphical manner.
·       My Site Best Practices
o   Design Level
§  Pilot My Sites within 1 or 2 departments and test these strategies.
§  Plan Policies and Privacy
§  Plan Users and Permissions
§  Plan integration of Service Applications (Search, Metadata Management Service, etc.)
§  Plan Jobs and Schedules
§  Plan Multilingual
§  Plan Capacity Planning (Storage Level)
§  Plan to have integration with Cloud
o   Configuration Level
§  Isolate My Sites in a dedicated Web application
§  Use dedicated content databases for My Sites
§  Configure storage quotas for My Sites (100 MB)
§  Provisioning of individual site collections
·       My Site Configuration, Administration, and Maintenance
o   Configuration
§  My Site Configuration
§  Profile Configuration
§  Search Integration
§  Metadata Integration
§  Configure Jobs
o   Administration
§  Managing My Sites
§  Deletion of My Sites
§  Monitor Database
§  Monitor sites
§  Monitor Jobs
§  Regularly auditing your SharePoint environment
o   Maintenance
§  Site Quota
§  Manage Users
§  Manage Content DB
§  Identifying and reporting governance violations
§  Analyzing and reporting upon My Site usage and activity
§  Moving/copying My sites
·       My Site Creation Process
o   User Action
§  Click on OneDrive Pop-up “Site being created” Is displayed.
§   
o   SP Queue
§  User request is  Queued
o   SP Process
§  Item picked from queue Standard SP site created Mail is send to user
o   User Action
§  User accesses the site  first time Customization are getting applied
o   Apply My Site Template
§  Company customized My Site  is created

Tuesday, July 9, 2013

SharePoint folders with custom metadata

you need to create new Content Type using Folder content type. you can add custom site columns and appy to the document library or image library.
Please find the below steps
  1. Go to Site Actions, Site Settings 
  2. Click Site Content Types 
  3. Click Create
  4. Give the new content type a name such as "HLD" or "Develop"
  5. Set the parent content type group as Folder Content Types
  6. Set the parent content type to Folder
  7. Add the new content type to a Group and put it back in the "Folder Content Types" group
  8. Click OK
  9. Scroll down to the columns section and click Add from new site column
  10. Name the column and set all the usual column options
  11. Repeat for any additional columns (Release Date, etc)
  12. Click OK
  13. Go to your document library
  14. Click Settings and Library Settings, or in 2010 click the Library ribbon tab and then click Library Settings
  15. Click Advanced and set Allow management of content types to Yes and click OK (this may already selected)
  16. Scroll down to Content Types and click Add from existing site content types and add your new folder content type
  17. Go to your document library and click the New dropdown, or the New button in the 2013 Document ribbon, and add your new folder also
  18. Go to the View dropdown and click Modify this view and add your new folder meta data columns.

SharePoint 2013 Environment Optimization (Dev Box)

  • Set the search service performance to REDUCED
  • Set the AppFabric cache to a maximum of 300MB
  • Set the search NodeRunner.exe to a maximum of 50MB
  • Set all user databases to SIMPLE recovery mode
  • Set SQL maximum server memory to 2.5GB