Tag Archives: People Search

Microsoft 365 people search

Microsoft 365 Search: built-in people search by nickname

Did Microsoft silently implement nickname search?

E.g.

I have created a user “Robert Dylan” and never used name “Bob”, but search understands that I’m looking for Robert Dylan when I’m searching for Bob or Bob Dylan or Bobby.

Important thing – result is shown under “All” and “People” verticals.

I know Microsoft claimed m365 search is backed by Turing technology – it understands you, answers your question but not just blindly display keyword occurences (announcement at Ignite Spring, more on Ignite Fall 2021)… So is that it?

But the same trick did not work with Dick for Richard or (of course) Syd for Roger Barrett:

Please check “How to configure Microsoft 365 People Search by Nickname and Full Name

Microsoft 365 People Search by Nickname and Full Name

Scenario

Nickname (or alias or moniker or hypocorism etc.) is some another name – usually shorter than original name and widely used in maybe all countries in the world. E.g. Bob is a nickname for Robert in the US and GB, Checo is the other name for Sergio in Mexico. There might be personal names also – e.g. Bapu (father) is an word that is usually associated with Mohandas Karamchand Gandhi, also known as the Mahatma Gandhi. More examples: David “Noodles” Aaronson, Roger Keith “Syd” Barrett etc.

In Microsoft 365 we want to search for a person’s name we know – and in many cases it’s a nickname – e.g. Beth (Bethany) or Alex (Alexander). Can m365 search do that?

Unfortunately, not… At least at 19:38 on 2023-03-30
… though please check Microsoft 365 Search: built-in people search by nickname.

Solution

It takes a few steps to implement search by nickname:

  • create a custom property under SharePoint Online User Profiles service
  • fill this property with values
  • configure Search Schema – map crawled property to managed property

Step-by-Step

Create a custom property under SharePoint Online User Profiles service

  • Ensure you have a SharePoint Administrator role activated
  • Navigate to SharePoint Admin Center – more features – User Profiles – Manage user properties – New Property
  • Configure custom property according to your needs,
    – ensure “Policy Settings” “Default Privacy Setting:” Everyone is selected
    – ensure “Search Settings” “Indexed” is selected

Fill SharePoint Online User Profile Properties with values

That would be a custom solution – e.g. manual work from SPO Admin Center GUI or PowerShell script ( e.g. with some dictionary). This is required for search to pick it up, crawl the property and create crawled property – so you could proceed with search schema mapping.

Configure Search Schema – map crawled property to managed property

For the nickname to be generally available in full-text-search – i.e.
user simply enter value in a search bar and gets results – here are the steps:

  • Ensure you have a SharePoint Administrator role activated
  • Navigate to SharePoint Admin Center – More features – Search – Manage Search Schema
  • Select Crawled Properties and ensure search picked up your custom property and crawled it – check your crawled property name under Category: People.
  • Under Managed Properties – create a new managed property
    • select “Searchable”
    • under Advanced searchable settings – select Full-text index: PeopleIdx
  • map this managed property to crawled property

========================================

References

Microsoft 365 Search: roadmap and announcements

updated: Feb 13, 2022

(Old/Classic) SharePoint Search: content-centric (SharePoint Search Center)
(New/Modern) Microsoft Search: people-centric (Teams, Office, OneDrive, Delve etc.)

Office graph = codename for collective set of services and insights we generate on top of the infrastructure that fast office graph group developed 
= social Intel concepts (SharePoint home, Delve, OneDrive Discoverview) are derivatives of Office graph 

Microsoft Graph = API ( including universal search API)
The Graph Search API went General Availability (GA):
– Microsoft Search API in Microsoft Graph
Use the Microsoft Search API to query data
Microsoft Search API Code samples, Tutorials at github

Microsoft Search API provides one unified search endpoint that you can use to query data in the Microsoft cloud – messages and events in Outlook mailboxes, and files on OneDrive and SharePoint – that Microsoft Search already indexes.

Turing technology – understands you, answers your question e.g. hover over doc -> doc summary (based on “deep speed” AI model)
announcement at Ignite Spring, more on Ignite Fall 2021

Modern Search: MS nailed the fundamentals, now start bringing it everywhere  – to Teams first, then SharePoint (said Nov 2020).

Modern Search Customizations  – we’ll take the best from Classic SharePoint Search,
a lot will retire – investing in more flexibility  

PnP modern Search
– custom result pages, webparts, branding theme; filters, refiners, scoping control  ) 
pnp modern search – webparts (video)
https://microsoft-search.github.io/pnp-modern-search

Core idea behind Microsoft search is coherence 

Bill Baer:
People use search in a different ways 
1) you have organisations who have a well-established intranet built around set of governance controls, a very clean architecture and they want to build a search into that intranet scenario; that’s why a lot of SharePoint capabilities are going to come along with Microsoft search for that particular endpoint
2) then you have other people who live their day in teams

Updates

Shared search engine results page (developed once – transitioned everywhere)
Ctrl-F to search through teams (chats?) (contextual search)
Natural language search (starting from Outlook)
Image search (before eoy), + 

Metadata content type search Syntex customers will be able to use content type to search in the advanced search flyout in document libraries that contain content types beyond the default types. Syntex only.

Conversations: teams chats, outlook groups conversations, yammer conversation can be found under Conversations vertical in Bing search. Later – in Office.com and SharePoint landing page.
E-mail messages are added to Conversations vertical in Bing search

Bookmarks (new promoted results), acronyms, Q&A – all under “Answers”

Bookmarks Targeting – for the specific audience based on device/OS, Country/Region, security groups…

SharePoint Search Admin Center -> will be migrated from SharePoint admin center to to Microsoft Search Admin Center transitioning (Search and Intelligence Admin Center) – long-running project custom dictionaries, spelling suggestions – will retire, (move to a graph-driven speller) 

+ Viva Topics – based search capabilities

  • Create Topic Answers with Microsoft Viva Topics to bring together people, content, and information (including synonyms and acronyms)
  • Knowledge answers provide a direct answer to questions authoritative information in an organization across SharePoint and OneDrive content
  • Files/Calendars/Links answers

Graph Connectors
Graph Connectors are generally available (ADLS – Azure Data Lake Storage Gen2, Azure DevOps, Azure SQL and Microsoft SQL Server, Enterprise websites, MediaWiki, File share, Oracle SQL, Salesforce, Jira, Confluence, ServiceNow + 100+ from partners; New connectors coming to Microsoft Search: Jira Graph connector, Confluence Graph connector).

Graph Connector allows to connect external source of information to Microsoft 365 and makes that data available across all m365 apps and services so you can find what you need wherever you’re working, whether in one of your favorite productivity apps or one of the many Microsoft 365 services such as SharePoint or Office.com

Graph Connectors roadmap:

Actionable experiences
Search results on select Graph connectors will soon support actions that will allow users to interact with the result and perform changes to the Connector content within the Search application.

Results clusters
The results shown in a result cluster are grouped together based on the search vertical configuration.

Profile Query variables
Define any attribute from the user’s Profile, as a query variable and it would be resolved during query evaluation (This feature is currently in preview)

Profile enrichment with Graph connectors
…you will soon be able to enrich Microsoft 365 profile properties like Job title, Phone numbers, Skills etc. with data from HRMS systems using graph connectors. …then surface this rich profile information on people experiences like profile cards.

Search Federation
federation capabilities will allow enterprises build and integrate their custom LOB search experiences, customized search providers, into the overall Microsoft Search. With federated search, you can make information from systems where the data cannot leave the systems boundaries available to search across in Microsoft 365 productivity apps and services, without indexing its data with Microsoft Search.

Azure Cognitive Search Federation

PowerBI search vertical

Custom verticals and custom refiners

Custom result templates – search layout designer – wysiwyg editor
Manage search result layouts
Microsoft Search Layout Designer

Standalone Search  – AAD identity – Graph connector – Ingest your data – use Search = in Windows 10, Office.com  ( e.g. for those who have their data in other productivity suite, have no intent to use m365, but want to search)

More info:

References

Bill Baer “Making the most of Microsoft Search” @ MS Ingnite fall 2021

Current state of SharePoint Search and Microsoft Search scopes

https://techcommunity.microsoft.com/t5/microsoft-search-blog/microsoft-search-at-ignite-2020/ba-p/1651098

https://techcommunity.microsoft.com/t5/microsoft-search-blog/what-s-new-for-microsoft-search-ignite-2020-edition/ba-p/1675291

Bill Baer: What’s new and what’s next for Microsoft Search (May 25, 2021)

Bill Baer on Search:

Microsoft 365 Search Roadmap