Configuring Microsoft SharePoint Hybrid Capabilities Jeremy Taylor, Neil Hodgkinson, and Manas Biswas Forewords by Jeff Teper, Corporate Vice President, Microsoft OneDrive and SharePoint and Seshadri Mani, Principal Program Manager, Microsoft Offi ce 365 OneDrive and SharePoint PUBLISHED BY Microsoft Press A division of Microsoft Corporation One Microsoft Way Redmond, Washington 98052-6399 Copyright © 2016 by Microsoft Corporation All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. ISBN: 978-1-5093-0243-7 Microsoft Press books are available through booksellers and distributors worldwide. If you need support related to this book, email Microsoft Press Support at [email protected]. Please tell us what you think of this book at http://aka.ms/tellpress. This book is provided “as-is” and expresses the author’s views and opinions. The views, opinions and information expressed in this book, including URL and other Internet website references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. Microsoft and the trademarks listed at http://www.microsoft.com on the “Trademarks” webpage are trademarks of the Microsoft group of companies. All other marks are property of their respective owners. Acquisitions and Developmental Editor: Rosemary Caperton Editorial Production: Dianne Russell, Octal Publishing, Inc. Copyeditor: Bob Russell, Octal Publishing, Inc. Technical Reviewers: Jeremy Taylor, Neil Hodgkinson, and Manas Biswas; Technical Review services provided by Content Master, a member of CM Group, Ltd. Cover: Twist Creative • Seattle Visit us today at MicrosoftPressStore.com • Hundreds of titles available – Books, eBooks, and online resources from industry experts • Free U.S. shipping • eBooks in multiple formats – Read on your computer, tablet, mobile device, or e-reader • Print & eBook Best Value Packs • eBook Deal of the Week – Save up to 60% on featured titles • Newsletter and special offers – Be the first to hear about new releases, specials, and more • Register your book – Get additional benefits Dedications Jeremy Taylor To my wife, Sylvia, and two daughters, Nasia and Amarissa. Thanks for providing a supportive environment for me to keep focused, which helped me type away at my portions of this book every evening, night, and weekend for two months. I owe you heaps of fun-filled evenings, nights, and weekends now! Neil Hodgkinson I would like to dedicate my contribution to this book to my family. To my wife, Julie, whose love and dedication to our family provided me with the evenings and weekends to spend time writing. To our children, Luke, Cerys, and James who inspire me to so many things with their fantastic outlook on life and how they always see the best in everything. Without the support of my family, my work on this book would have been quite the burden; instead, they helped to make it a fabulous adventure. Manas Biswas My contribution is dedicated to my family. To my son, Manab, who sacrificed his play time for me, and to my wife, Sabita, who gave up family time, making it possible for me to work on this book. To my mom and dad, who put endless efforts into raising me, giving me the opportunities to pursue my career path, and providing me everything that I could ever ask for. Only with the unlimited love, support, and encouragement of my entire family was I able to fulfil my parts of this book. Contents Forewords ........................................................ xvi By Jeff Teper, corporate vice president, Microsoft OneDrive and SharePoint ............. xvi By Seshadri Mani, principal program manager, Office 365 SharePoint, Microsoft Corporation ........................................ xix Introduction ................................................... xxii Acknowledgments ................................................. xxiv From us all ............................................................. xxiv Jeremy Taylor ....................................................... xxiv Neil Hodgkinson .................................................. xxv Manas Biswas ....................................................... xxvi Free ebooks from Microsoft Press ................ xxviii Errata, updates, & book support ................... xxviii We want to hear from you ................................. xxix Stay in touch .............................................................. xxx Chapter 1: Introduction and prerequisites ..... 1 Introduction .................................................................. 2 Overview of SharePoint hybrid solutions .......... 4 iii Contents Hybrid search ............................................................ 4 Hybrid Business Connectivity Services ........... 5 Hybrid OneDrive for Business ............................ 5 Hybrid Sites Features ............................................. 6 Delve ............................................................................ 8 Extranet sharing ....................................................... 8 Technology components overview ...................... 9 Active Directory and Azure Active Directory ..................................................................... 9 IdFix directory synchronization error remediation tool ................................................... 10 Azure AD Connect ............................................... 10 Federation service ................................................ 11 Reverse proxy ........................................................ 11 Certificates .............................................................. 12 SharePoint On-Premises ................................... 14 ULS Viewer .............................................................. 17 Microsoft Visual Studio ...................................... 17 Prerequisites for hybrid scenarios ...................... 17 Modules for hybrid with Windows PowerShell ................................................................... 19 S2S trust........................................................................ 21 iv Contents S2S trust setup—certificate management .......................................................... 22 Configuring the ACS trust ................................. 27 Chapter 2: SharePoint Server hybrid search ................................................................ 31 The importance of search ...................................... 31 Hybrid search overview .......................................... 33 Infrastructure requirements for classic hybrid search deployments .................................. 37 Configuring outbound hybrid search ............... 43 SharePoint on-premises configuration ....... 44 Configuring inbound hybrid search .................. 56 Publishing the SharePoint on-premises web application by using client certificate preauthentication ................................................. 58 Configuring the SharePoint Online Secure Store Target application ..................... 62 SharePoint Online search configuration ..... 65 Configuring bidirectional hybrid search .......... 67 Configuring Cloud Search Service Application .................................................................. 69 Configuring the Cloud Search Service Application .................................................................. 75 v Contents Creating a Cloud Search Service Application via Central Administration........ 76 Creating a Cloud Search Service Application via Windows PowerShell ........... 78 Search Content Service ...................................... 83 Completing the onboarding process ........... 85 Searching from Office 365 with the Cloud Search Service Application .................................... 90 Configuring content sources on-premises ........................................................... 91 Configuring outbound query federation on the Cloud Search Service Application ... 92 Managed property for hybrid search results ........................................................................ 93 Summary ...................................................................... 96 Chapter 3: Business Connectivity Services hybrid ................................................. 98 Overview of Business Connectivity Services hybrid ........................................................... 99 BCS hybrid flow ................................................... 102 Prerequisite Steps for Configuring SharePoint BCS hybrid ..................................... 106 Configuring SharePoint BCS hybrid ............ 112 Validation steps for BCS hybrid .................... 143 vi Contents Chapter 4: Additional hybrid solutions ...... 146 Overview of additional hybrid capabilities .. 147 OneDrive for Business .......................................... 148 OneDrive for Business hybrid ........................ 149 OneDrive for Business synchronization client ........................................................................ 152 Hybrid Sites features ............................................ 154 Hybrid site following ......................................... 154 Hybrid profiles ..................................................... 157 Delve in a hybrid deployment ....................... 161 Extensible hybrid app launcher .................... 165 Overview of configuring additional hybrid capabilities ................................................