Social computing with share point 2010

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  • Declined Cover Art – not official
  • This is meant to be a ‘what if’ not a ‘how to’, an opportunity to see what SharePoint 2010 can do with social computing at a high levelAs the presentation rolls on, links are provided for the reader to explore
  • Why use MySites?Place to store documentsPlace to connect to coworkers that you might not see face to facePlace to discover what other people are working onWhy social collaboration?Share with others what you feel is valueHelp others find documents similar to yelpWhat is metadata, another way to help categorize content. You have title and author but that is about it. Chris Geier story, a pile of books. As more people start categorizing content it makes it easy for the next person to find a particular book.
  • Things you can’t do in file shares:Version history in document librariesIndividual security possible at the list level or library level for sharingRecycle bin Share items by emailing links instead of file attachmentsCan add web parts just like a typical sharepoint site.Not much different here as opposed to MOSS, maybe the ribbon
  • Status similar to facebook, twitterMixture of data sources for attributesAn attempt to share personal attributes with people that you might not have face to face contact with
  • Manage visibility, able to preview based on groupTypically pulled from AD using User Profile Synch serviceAbility to pull attributes from a variety of sourcesAdministration can decide what properties are being displayed inside SharePointCan also write data back to source easily.Setup involved for each attribute to write back, so it is not enabled by defaultTypically see this with profile photos that are then displayed inside outlook using the social connector
  • By far one of the most talked about web part when discussing social computing, I still don’t know why?This is a web part that can be added to any web page, outside of the typical mysite.
  • The SharePoint 2010 Newsfeed is similar to most popular networking sites. This is the homepage where all the activity from your colleagues is consolidated. Expanding on this idea further is the inclusion of Interests. As items are tagged with metadata that matches any of your interests, that activity will be shown in your newsfeed. This allows you to uncover new artifacts that could become useful to your day-to-day activities. More importantly, this is where social computing separates itself from search engines. In the past users had to search for data; now it is possible for data to find you.
  • Don’t forget to talk about tagging external content. For example working with Credit Unions, you can go to to get 5300 call report data. Tagging that site will help others find this data.
  • Tag Cloud:A tag cloud is a list of words visually depicting user-generated tags and their frequency. The concept behind the cloud is simple: as more content is added and tagged to the site, the visual size of the tag will become larger. All other web parts can use the rating column to ‘find’ valuable content
  • Not just suggest but help you find existing terms in term sets from managed metadataOriginWhat else has been tagged.Suggest colleaguesView existing notes on this term
  • Leaving tagging as open could cause some confusion as some people might use acronyms whereas others will not. For example, setting up Sales Regions with states. Being able to pick from a term set such as Sales Regions: MI is more helpful than a user loosely writing Michigan Sales.
  • SSP is dead, replace with service architectureUPS = mysitesMMS = termsSSA = people searchVariety of methods for creating service appsCentral adminPowershellCustom codeWhen setting up MySites, the Farm Configuration Wizard is fine for demo environments but never should be used for productionApplication pools, different configuration databasesWhen doing the user profile synch for the first time, study Spence’s guide ‘SharePoint can never have enough IISRESETs or reboots’Resist the urge to programmatically create MySites ahead of time. You have no idea how many of the AD accounts are actually active, enormous load while this process runs. Cherry pick the few that you do want to create ahead of time.
  • Toro reference: one of the most overused terms in all of SharePoint Land, ask 10 people and get 12 responsesDefine who should be able to create sitesLock down to individuals or open up to business groups or unitsSocial Features, Default: everyone can tags and ratings. Possible to limit this functionalityPersonal Features, default allows everyone the ability to edit their profile. Remember that you can use security to limit who can write data back as well. (if enabled)Terms: is your company big enough to actually use term set groups and allow multiple administrators to manage terms?Who is going to add synonyms to existing terms? Who is going to move and merge terms?
  • Site quotas500 MB is the defaultCreate your templates ahead of time if you want to use a different quotaChanges to the template will impact future site creationIf you want to change old sites you have to use the object model to adjustHardware requirementsRemember that MySites are site collections and that we also try to stay under a limit. 100gb in the past now either 200gb or 250gb. (not a performance cliff)If you plan out what your quotas are going to be then you can plan out and pre-stage your content databasesTalk about setting limits and how SharePoint is smart enough to move on to the next content database that is available. (manage content databases)Site Use Confirmation and DeletionHow many days is considered stale?How often should the check be run and when?Should the site be automatically deleted? Does the SharePoint Administrator have to back up the site collection?
  • Social Computing is a great tool inside SharePoint but similar to typical deployments, it will fail without proper training and planning. If you don’t know how to set up and plan for SharePoint, find someone that does know how.
  • This slide is meant to demonstrate that the powerpoint doesn’t have everything that the book contains.


  • 1. Social Computing With SharePoint 2010
    Andrew Clark, MCTS
  • 2. SharePoint 2010 Six-in-One
    Chris Geier
    Cathy Dew
    Becky Bertram
    Raymond Mitchell
    Wes Preston
    Kenneth Schaefer
    Andrew Clark
  • 3. Agenda
    What are MySites
    My Content
    My Profile
    My Newsfeed
    Social Activity inside SharePoint 2010
    Tagging, Rating and Note board
    OOTB web parts that expose social activity
    How Managed Metadata can assist with tagging
    Governance Planning
    Infrastructure Planning
    Training of Users and Administrators
  • 4. What are MySites & Social Computing?
    Personal sites inside SharePoint
    My Content area for managing documents, photos and lists
    My Profile page for managing user profile information
    Newsfeed for viewing activity of colleagues
    Social Collaboration
    Sharing with others what documents you feel have value
    Assist in ranking documents
    Adding notes to enhance regular metadata
    A term is identical to a tag: it is a word or phrase that is associated to content
  • 5. My Content
    File share replacement with benefits of typical SharePoint document management & collaboration
    Personalized home for documents that do not belong to a project
  • 6. My Profile
    Profile Properties pulled from external data sources or user input
  • 7. My Profile - Properties
    Typically pulled from AD or LDAP
    Ability to add attributes using BCS
    Select attributes have visibility settings
    Only Me
    My Manager
    My Team
    My Colleagues
    Possible to write values back
    How to import properties from Excel using BCS
  • 8. My Profile – Organization Chart
    Great tool to audit client’s AD environment!
  • 9. My Newsfeed
    Social Activity of colleagues
    Social Activity based on personal interests
    Personalize to include specific activities
    Code can introduce custom activities
    Talk to @thekicker
    Microsoft Office Server ActivityFeed Namespace MSDN
  • 10. My Newsfeed - Settings
  • 11. Social Activity – Tagging - Visibility
    Possible to mark activity as private
    Ability to delete activity later from profile page
  • 12. Social Activity – I Like It
    Contextual Ribbon
    Quick easy way to broadcast value to others
  • 13. Social Activity - Tagging
    What can be tagged?
    An entire web page
    SharePoint List
    Document library
    Almost anything with an URL
  • 14. Social Activity – Note Board
    Existing notes will appear on this modal popup but also on user’s profile page
  • 15. Expose Social Activity
    Tag Cloud Web Part
    Custom List Views
    Content Query Web Part
  • 16. Expose Social Activity - Advanced
    Follow @spentsarsky
    Include SharePoint 2010 rating in search results web part
    Adding SharePoint 2010 rating control to custom list views
    Author of Top 60 custom solutions built on Microsoft SharePoint Server 2010
  • 17. Social Activity – Tag Profile
  • 18. Managed Metadata assist with Tagging
    Provide structure for user tagging experience
    Open tagging & Hybrid tagging
    Talk to @wcyber & @sharepointlife
  • 19. Administration
    User Profile Service Application
    Managed Metadata Service
    Search Service Application
    • Create, Edit, or Delete a User Profile Service Application (SharePoint Server 2010)
    • 20. UserProfileManager Class
    • 21. The most useful post in all the internet: Rational Guide to implementing SharePoint Server 2010 User Profile Synchronization
    • 22. Stalk @harbars
  • Governance Planning
    Create personal site
    User Social Features
    User Personal Features
    Create Managed Metadata administrators
    Who is going to reorganize keywords as synonyms?
    • Plan for My Site Websites – Determine Users and User Permissions
    • 23. Plan Terms and Term Sets (SharePoint Server 2010)
  • Infrastructure Planning
    Performance and Capacity Planning
    Site quotas
    Hardware requirements
    Maintenance Planning
    Corporate policy regarding purging unused profiles
    Who should be notified when SharePoint detects unused sites?
    MySite Quota / Max Size DB = Max MySites
    SharePoint Server 2010 Performance and Capacity Test Results and Recommendations
  • 24. Training of Users and Administrators
    The key to a successful SharePoint deployment
    • Show value with addition of software unique to each business unit
    • 25. Demonstrate how search has evolved with social computing
    Administration Training
    • How to organize terms
    • 26. How to delete offensive terms
    • 27. How to manage existing profiles
    • 28. How to change user profile properties
  • Conclusion
    MySites in 2010 are dependent on user activity.
    The typical search experience has limitations.
    Make tagging easy by planning out Term Sets.
    Determine who will maintain Term Sets and Keywords.
    Take the proper steps to ensure that MySites are usable and can be maintained with Governance Planning, Infrastructure Planning and Training.
  • 29. What am I missing?
    • Details on troubleshooting the ratings service
    • 30. Clarification on Metadata relates with tagging
    • 31. How to enable Tagging and Ratings
    • 32. How to manage Tags
    • 33. Troubleshooting MySites, Managed Metadata services and Userprofile service
    • 34. Colleagues and Colleague Mining
    • 35. People Search
    • 36. Managing user properties
    • 37. Personalizing site links
    • 38. Managing permissions
    • 39. What managed accounts are used in MySite Deployments
  • Thank you!!
    Thank you to all the sponsors and volunteers that made this event possible.
    Andrew Clark
    Contributor to SharePoint 2010 Six-in-One