Intelligent Search: Content Retrieval In Sharepoint Online Training Course

Introduction

Efficient content search & retrieval optimization in SharePoint Online (SPO) is paramount for unlocking the full value of an organization's information assets and enhancing user productivity. This essential training course focuses on Content Search & Retrieval Optimization in SPO, equipping participants with the methodologies and best practices to configure, manage, and enhance the search experience within their SharePoint Online environments. You will learn how to leverage powerful search features, optimize content for discoverability, and ensure users can swiftly find the information they need to drive business decisions. Mastering content search & retrieval optimization in SPO is crucial for improving user adoption, maximizing return on investment in Microsoft 365, and fostering a truly intelligent digital workplace.

This intensive training course delves into the practical application of cutting-edge strategies for optimizing content search & retrieval within SharePoint Online. We will explore core search components, delve into refining search results, understanding result sources, and configuring managed properties to enhance search precision. Participants will gain hands-on experience in customizing search experiences, implementing best practices for content tagging and metadata, and troubleshooting common search challenges. By the end of this training course, you will possess the expertise to design and manage an intuitive and highly effective content search & retrieval system within SharePoint Online, empowering users to find information effortlessly and accelerating organizational workflows.

Target Audience

• SharePoint Administrators
• Content Managers
• Information Architects
• Knowledge Managers
• IT Professionals
• Business Users responsible for content discoverability
• Anyone involved in optimizing the SharePoint Online user experience

Course Objectives

• Understand the core components and architecture of SharePoint Online search.
• Learn how to optimize content for discoverability through effective metadata and tagging.
• Master the configuration of search schemas, managed properties, and crawled properties.
• Develop skills in customizing search results to improve relevance for users.
• Understand the role of result sources, query rules, and display templates in search optimization.
• Learn how to leverage search analytics to monitor performance and identify improvement areas.
• Explore strategies for enhancing user adoption of search capabilities in SPO.
• Master techniques for troubleshooting common search and retrieval issues.
• Understand the integration of SPO search with other Microsoft 365 services (e.g., Delve, Microsoft Search).
• Learn best practices for security trimming and managing search permissions.
• Develop a plan for continuous improvement of the search experience in your SPO environment.
• Understand the impact of information architecture on search effectiveness.
• Apply practical techniques to optimize content search and retrieval in SharePoint Online.

Duration

5 Days

Course Content

Module 1: Understanding SharePoint Online Search Fundamentals

• Introduction to the SharePoint Online search architecture and components.
• Differentiating between crawled properties and managed properties.
• Understanding the search index and how content is processed for search.
• Exploring the user experience of search in SPO and its importance.
• Overview of Microsoft Search and its integration with SharePoint Online.

Module 2: Content Optimization for Discoverability

• The critical role of effective metadata in enhancing content search & retrieval.
• Strategies for consistent tagging and classification of content.
• Understanding the impact of content types, site columns, and terms stores on search.
• Best practices for document naming conventions and folder structures for discoverability.
• Promoting user adoption of content optimization practices.

Module 3: Configuring Search Schema and Managed Properties

• Deep dive into the SharePoint Online search schema and its importance.
• Learning how to create and manage managed properties.
• Mapping crawled properties to managed properties for specific search needs.
• Understanding different data types and settings for managed properties.
• Designing a search schema that aligns with your organization's information architecture.

Module 4: Customizing Search Results and Relevance

• Techniques for improving the relevance of search results.
• Utilizing query rules to modify search behavior based on user intent.
• Boosting or demoting specific content based on business priorities.
• Understanding the impact of user query patterns on search relevance.
• Implementing best bets and popular items for enhanced discoverability.

Module 5: Result Sources, Display Templates, and Search Verticals

• Understanding result sources and how to define specific search scopes.
• Customizing the visual presentation of search results using display templates.
• Creating search verticals to provide tailored search experiences (e.g., People, Documents).
• Leveraging keyword query language (KQL) for advanced search queries.
• Designing intuitive search experiences for different user roles.

Module 6: Search Analytics and Performance Monitoring

• Utilizing SharePoint Online search analytics to monitor search usage and effectiveness.
• Identifying top queries, failed queries, and popular documents.
• Analyzing search logs to gain insights into user behavior.
• Measuring the impact of search optimization efforts on user productivity.
• Using analytics to continuously improve the search experience.

Module 7: Troubleshooting Search and Retrieval Issues

• Common reasons for content not appearing in search results.
• Diagnosing and resolving search indexing issues.
• Troubleshooting managed property configuration problems.
• Addressing performance bottlenecks in the search & retrieval process.
• Utilizing SharePoint Online diagnostic tools for search issues.

Module 8: Advanced Integration and Future of Search

• Integrating SharePoint Online search with Microsoft Teams, OneDrive, and other M365 services.
• Exploring Microsoft Search capabilities across the Microsoft 365 ecosystem.
• Understanding the role of AI and machine learning in enhancing future search experiences.
• Best practices for security trimming and managing search permissions.
• Developing a long-term strategy for evolving your organization's content search & retrieval capabilities.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 10 working days before commencement of the training.