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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 NCUA.gov 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.
  • Transcript

    • 1. Social Computing With SharePoint 2010
      Andrew Clark, MCTS
      @sharepointac
    • 2. SharePoint 2010 Six-in-One
      Chris Geier
      Cathy Dew
      Becky Bertram
      Raymond Mitchell
      Wes Preston
      Kenneth Schaefer
      Andrew Clark
      http://www.amazon.com/SharePoint-2010-Six-Chris-Geier/dp/0470877278
    • 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
      Administration
      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
      Everyone
      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
      Multi-select
      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
      Security
      Create personal site
      User Social Features
      User Personal Features
      Terms
      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
      MCTS
      @sharepointac
      sharepointac@gmail.com
      Contributor to SharePoint 2010 Six-in-One