What’s Your Social IQ?Succeeding with SharePoint SocialSPTechCon San Francisco 2013Chris McNulty
25 years                                                              Since 1987, Quest has offered a                     ...
Dell Software | SharePoint3   Confidential             SharePoint
Meet Chris McNulty @cmcnulty2000                   12 years in                   SharePoint, 20+                   in IT  ...
6   Confidential   SharePoint
7   Confidential   SharePoint
8   Confidential   SharePoint
Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)9   Confidential                                               S...
Microsoft SharePoint Server 2013 … the infinite frontier10   Confidential                      Eastern Long Island, August...
Key Topics11   Confidential   SharePoint BU
Presentation Governance• Out Of Scope      – Quest / Dell      – Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)      –...
What is     enterprise     social, and     why13   Confidential   SharePoint BU
3. SocialCollaborate directly in the social interface• Personal social site not just  for quick status updates• Easily pos...
4. CommunityBetween team site and my site…”our site” • Combines social features of a My Site with those of a Team Site • R...
5. Newsfeeds – everywhere!     •• Its more than RSS…• Every site can have an (optional)  custom community social stream.16...
6. Learning from Twitter• Every microblog update can now  include:     – #tags (dynamically pulled from or       added to ...
Why social?• Pros                                        • Cons      – “The way we live now”                   –   Change ...
Demo –     SharePoint     2013 Social     and     Communities19   Confidential   SharePoint
Engineering   Training     How to     establish –     culture and     technology     Management    Adoption20   Confidenti...
Social engineering                SharePoint Social         User                              Office Web   Distributed    ...
User Profile Service• My Sites – Dont trust the white wizard!      – IT STILL CREATES BAD GUIDs      – Puts My Sites in th...
Search• Defaults are OK• Create an Enterprise Search Center http://site/search• Will use in My Sites Setup23   Confidentia...
Office Web Apps Server• Off-server installation                                 • On SharePoint                           ...
Distributed Cache• Automatically installed and uses 10% default RAM in the pool• Size of cache affects speed and size of r...
Social     management     and     administration26   Confidential     SharePoint
Social Administration – Tags, Notes, Following• Social tagging administered from UPS SSA• Following is throttled but not d...
Social Administration - Quotas• Check quotas based on errors, usage patterns• Default is 100MB28   Confidential           ...
Social Administration – Promoted Sites (UPS SSA)• This:• Comes from:29   Confidential                                  Sha...
Demo   Pervasive newsfeeds   UPS Administration                         SharePoint
Social     Governance     and Adoption31   Confidential   SharePoint BU
Social governance and training• Governance      – “…the set of policies, roles, responsibilities, and processes that guide...
User training : SkyDrive and SkyDrive Pro• SkyDrive Pro (labeled as ‘SkyDrive’)      – User personal file storage on      ...
Social adoption – technical architecture• Implement User Profiles!• Let loose community sites – lean governance• Enable pe...
Social adoption – know the culture• Choose initial usage pools with greater than 50% likelihood of penetration      – High...
Social adoption – work management• Tasks and WMS only help when you have task sources – like Project Server  or the Tasks ...
SharePoint Maturity:     spmaturity.com     @sadalit     © 2010-2013 Sadalit Van Buren37   Confidential                   ...
What is it• The SharePoint Maturity Model was developed in the Fall of 2010 for the  purpose of bringing a holistic view t...
What it covers• Publication                 • Integration• Collaboration               • Insight• Business Process        ...
Levels defined 500 Optimizing     •The particular area is functioning optimally and continuous improvement occurs based on...
Social/Communities (SPMaturity.com)500 Optimizing     • Users can edit certain profile data that writes back to AD or HRIS...
Maturity averages42   Confidential   SharePoint BU
Comparisons43   Confidential   SharePoint BU
Social ISVs• Colligo• NewsGator• Neudesic Pulse• Dell Social Hub• Yammer44   Confidential   SharePoint BU
Yammer• Microsoft owned• Integrates directly into Office 365• SharePoint to come• Multiple clients (iOS, mobile, web,  SP)...
NewsGator• Social Sites (general) and Tomoye  (public sector)• Enhanced community  collaboration on SharePoint 2007,  2010...
Neudesic Pulse• Grew from real world  enhancements and integration• Integrates to SharePoint full screen  or web part), Dy...
Dell Social Hub• Free SharePoint 2013/Office  365 app in the Microsoft App  Store• Adds Facebook, Twitter,  LinkedIn and R...
Colligo• Extend SharePoint content into  Outlook (Harmon.ie)• Extend content to  desktop/offline/iOS/Outlook• Interact fro...
50   Confidential   SharePoint
Thank you!      – Questions      – Contact            – Email chris_mcnulty@dell.com            – Blog http://www.chrismcn...
While youre in the Bay Area…• Monday 4:00pm - SharePoint SpeedMetal Admin 101• Monday 5:30pm – Lightning Talks• Tuesday 2:...
More information• SharePoint architecture design patterns in Chris’ e-  book entitled SharePoint 2010 Consultant’s  Handbo...
55   Confidential   SharePoint
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What’s your Social IQ? Succeeding with SharePoint Social by Chris McNulty - SPTechCon

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  • Who is Quest? Founded in 1987 we have over 25 years of experience simplifying common IT challenges Some of the largest customers in the world depend on Quest products We have a history of innovation and acquisition that strengthen our product portfolio to deliver increased customer value We’ve historically invested more than our competition, allowing us to out-innovate our peers Nearly 4,000 employees worldwide
  • 1. Do not manage the Distributed Cache service through either the Services MMC snap-in or the generic Windows Server AppFabric tools! Use SharePoint Central Administration and the SharePoint PowerShell cmdlets designed for the purpose.2. Anytime you need to shut down the Distributed Cache service on a cache host (via Stop-SPDistributedCacheServiceInstance cmdlet), such as to remove a cache host from its cache cluster, use the –Gracefulswitch to avoid data loss. Although it takes longer to shut the service down this way, cached items are preserved (i.e., transferred to another cache host) and end-users get a better experience.3. If your SharePoint Servers (specifically, your cache hosts) are virtual machines (VMs), do not use dynamic memory for those VMs. Dynamic memory allows you to squeeze “more” out of a hardware host, but it can cause problems for the Distributed Cache service since actual physical memory assigned to a VM is variable. For Distributed Cache hosts, used fixed memory allocations in your VM configurations.4. When adding and removing cache hosts to a cache cluster, be aware that the Distributed Cache service depends on Internet Control Message Protocol (ICMP) for operation – likely to ping other cache hosts to determine their availability and readiness. This may require you to make firewall changes in your environment and on your cache hosts.5. All cache hosts in a cache cluster should be configured with the same Distributed Cache service memory allocation, and that value shouldn’t be less than 8GB per server.6. Don’t allocate more than 16GB of memory to the Distributed Cache service on any single cache host – even if the system has more RAM available. Allocating more than 16GB of memory may cause the server to stop responding for periods in excess of 10 seconds.7. The maximum number of cache hosts per cache cluster is 16.8. The Distributed Cache service on a cache host throttles requests when memory consumption approaches 95%. Until memory utilization levels drop back to (approximately) 70%, cache read and write requests are not accepted. Keep an eye on memory usage and the Event Log for signs that a server is memory starved and consider adding additional cache hosts in such circumstances.9. The SharePoint 2013 Health Analyzer has a few rules that will surface issues with the Distributed Cache service. Keep an eye on Central Administration and Health Analyzer Reports.
  • 1. Do not manage the Distributed Cache service through either the Services MMC snap-in or the generic Windows Server AppFabric tools! Use SharePoint Central Administration and the SharePoint PowerShell cmdlets designed for the purpose.2. Anytime you need to shut down the Distributed Cache service on a cache host (via Stop-SPDistributedCacheServiceInstance cmdlet), such as to remove a cache host from its cache cluster, use the –Gracefulswitch to avoid data loss. Although it takes longer to shut the service down this way, cached items are preserved (i.e., transferred to another cache host) and end-users get a better experience.3. If your SharePoint Servers (specifically, your cache hosts) are virtual machines (VMs), do not use dynamic memory for those VMs. Dynamic memory allows you to squeeze “more” out of a hardware host, but it can cause problems for the Distributed Cache service since actual physical memory assigned to a VM is variable. For Distributed Cache hosts, used fixed memory allocations in your VM configurations.4. When adding and removing cache hosts to a cache cluster, be aware that the Distributed Cache service depends on Internet Control Message Protocol (ICMP) for operation – likely to ping other cache hosts to determine their availability and readiness. This may require you to make firewall changes in your environment and on your cache hosts.5. All cache hosts in a cache cluster should be configured with the same Distributed Cache service memory allocation, and that value shouldn’t be less than 8GB per server.6. Don’t allocate more than 16GB of memory to the Distributed Cache service on any single cache host – even if the system has more RAM available. Allocating more than 16GB of memory may cause the server to stop responding for periods in excess of 10 seconds.7. The maximum number of cache hosts per cache cluster is 16.8. The Distributed Cache service on a cache host throttles requests when memory consumption approaches 95%. Until memory utilization levels drop back to (approximately) 70%, cache read and write requests are not accepted. Keep an eye on memory usage and the Event Log for signs that a server is memory starved and consider adding additional cache hosts in such circumstances.9. The SharePoint 2013 Health Analyzer has a few rules that will surface issues with the Distributed Cache service. Keep an eye on Central Administration and Health Analyzer Reports.
  • Guide you around the world, or, ultimately guide you safely homeWe have to keep that light burning
  • What’s your Social IQ? Succeeding with SharePoint Social by Chris McNulty - SPTechCon

    1. 1. What’s Your Social IQ?Succeeding with SharePoint SocialSPTechCon San Francisco 2013Chris McNulty
    2. 2. 25 years Since 1987, Quest has offered a broad and deep selection of products that target common IT challenges 100k Quest products provide over 100,000 30 Over thirty acquisitions have strengthened customers with IT solutions every day our product portfolio18% 3,900Quest has driven innovation by Quest employees develop solutions in over sixtyregularly investing 18% or more in offices throughout the worldR&D
    3. 3. Dell Software | SharePoint3 Confidential SharePoint
    4. 4. Meet Chris McNulty @cmcnulty2000 12 years in SharePoint, 20+ in IT 3 children (Devin Nate Rachel) and my wife Hayley5 Confidential SharePoint BU
    5. 5. 6 Confidential SharePoint
    6. 6. 7 Confidential SharePoint
    7. 7. 8 Confidential SharePoint
    8. 8. Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)9 Confidential SharePoint
    9. 9. Microsoft SharePoint Server 2013 … the infinite frontier10 Confidential Eastern Long Island, August 2012 SharePoint
    10. 10. Key Topics11 Confidential SharePoint BU
    11. 11. Presentation Governance• Out Of Scope – Quest / Dell – Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA) – BI Installation and Configuration• Rules – Questions – time permitting during session – Any time after session – email etc. - @cmcnulty2000 – Slides posted to www.sharepointforall.com http://bit.ly/WSFXPO• Prerequisites – Comfortable with SQL – Can write T-SQL – SharePoint Customization Expertise12 Confidential SharePoint
    12. 12. What is enterprise social, and why13 Confidential SharePoint BU
    13. 13. 3. SocialCollaborate directly in the social interface• Personal social site not just for quick status updates• Easily post links, docs, video, pictures and pictures• Share “in place” instead of moving• Follow people, conversations, tags – and documents• Yammer not yet integrated.14 Confidential SharePoint
    14. 14. 4. CommunityBetween team site and my site…”our site” • Combines social features of a My Site with those of a Team Site • Rich way to add discussion areas, post questions, rate results • Use a badging system to spotlight top contributors and performers automatically. • Simple to dynamically assemble a custom pool of users for any community at all. 15 Confidential SharePoint
    15. 15. 5. Newsfeeds – everywhere! •• Its more than RSS…• Every site can have an (optional) custom community social stream.16 Confidential SharePoint
    16. 16. 6. Learning from Twitter• Every microblog update can now include: – #tags (dynamically pulled from or added to MMS) – @targets (default pulls from your social colleagues list but you can post the updates to any SharePoint user)17 Confidential SharePoint
    17. 17. Why social?• Pros • Cons – “The way we live now” – Change management – Matches consumer communication – Immature governance style – Vastly complex IA – Accelerates information discovery – – Security model grows exponentially the searches you don’t need to run with diverse sharing – It is collaboration – Staff retention18 Confidential SharePoint
    18. 18. Demo – SharePoint 2013 Social and Communities19 Confidential SharePoint
    19. 19. Engineering Training How to establish – culture and technology Management Adoption20 Confidential SharePoint
    20. 20. Social engineering SharePoint Social User Office Web Distributed Profile Search Apps Cache Service21 Confidential SharePoint
    21. 21. User Profile Service• My Sites – Dont trust the white wizard! – IT STILL CREATES BAD GUIDs – Puts My Sites in the same Web Application• Dedicate a web application and content database• Configure search center!• Configure profile import – Provision against AD, ideally22 Confidential SharePoint
    22. 22. Search• Defaults are OK• Create an Enterprise Search Center http://site/search• Will use in My Sites Setup23 Confidential SharePoint
    23. 23. Office Web Apps Server• Off-server installation • On SharePoint – New-SPWOPIBinding -ServerName• Prerequisites <WacServerName> -AllowHTTP – .NET Framework 4.5/ASP.NET 4.5 – Ink and Handwriting • Set zone to regular http – Windows Authentication, NET Extensibility 4.5 – Set-SPWopiZone –zone “internal- – ISAPI Extension, ISAPI Filters http” – Server Side Includes • Troubleshooting:• Default installation (DNS, https) – No system account usage! – Configure system to allow OAuth• PowerShell over http – Import-Module OfficeWebApps – $config = (Get- SPSecurityTokenServiceConfig) – New-OfficeWebAppsFarm –InternalURL – $config.AllowOAuthOverHttp = $true http://SP2013Demo-WAC –ExternalURL http:// – $config.Update() SP2013Demo-WAC.spdemo.corp –AllowHttp – EditingEnabled –ClipArtEnabled• Test - http://servername/hosting/discovery24 Confidential SharePoint BU
    24. 24. Distributed Cache• Automatically installed and uses 10% default RAM in the pool• Size of cache affects speed and size of recent newsfeeds• Bad - Services MMC or Windows Server AppFabric• Good - Central Administration or PowerShell commands.• Decommission gracefully• User fixed memory on VM’s, not dynamic!• In a cache cluster, all same, minimum 8GB, max 16GB, maximum 16 hosts• Keep usage to 70% available cache memory• Keep an eye on Central Administration and Health Analyzer Reports.25 Confidential SharePoint
    25. 25. Social management and administration26 Confidential SharePoint
    26. 26. Social Administration – Tags, Notes, Following• Social tagging administered from UPS SSA• Following is throttled but not directly administered27 Confidential SharePoint
    27. 27. Social Administration - Quotas• Check quotas based on errors, usage patterns• Default is 100MB28 Confidential SharePoint
    28. 28. Social Administration – Promoted Sites (UPS SSA)• This:• Comes from:29 Confidential SharePoint
    29. 29. Demo Pervasive newsfeeds UPS Administration SharePoint
    30. 30. Social Governance and Adoption31 Confidential SharePoint BU
    31. 31. Social governance and training• Governance – “…the set of policies, roles, responsibilities, and processes that guide, direct, and control how an organizations business divisions and IT teams cooperate to achieve business goals.” -TechNet – Highlights: – People and process – Guide and control – Business/IT cooperation – Business goals• Visibility and self-governance• Share behavior with training, examples, policy – My files go where? – 2010: Share by moving – 2013: Share by sharing32 Confidential SharePoint BU
    32. 32. User training : SkyDrive and SkyDrive Pro• SkyDrive Pro (labeled as ‘SkyDrive’) – User personal file storage on SharePoint 2013 OR Office 365• SkyDrive – Free Microsoft file storage in cloud• SkyDrive Pro – Offline clients sync from Office 2013, Windows 8, iOS coming early 2013 (SPC12, ZDNet)33 Confidential SharePoint
    33. 33. Social adoption – technical architecture• Implement User Profiles!• Let loose community sites – lean governance• Enable pervasive newsfeeds• Big quotas for social (100MB default is awfully low)• Managed metadata – we follow sites, people, documents, conversations and terms – pay attention• Use followed sites and suggestions34 Confidential SharePoint
    34. 34. Social adoption – know the culture• Choose initial usage pools with greater than 50% likelihood of penetration – High interactivity – “Geo-chrono” dispersed – Tech friendly• Information architecture – social becomes a secondary structure35 Confidential SharePoint
    35. 35. Social adoption – work management• Tasks and WMS only help when you have task sources – like Project Server or the Tasks app (off by default) – but if so they’re a great app• Integrates local, project, site tasks with conversation followup […]36 Confidential SharePoint
    36. 36. SharePoint Maturity: spmaturity.com @sadalit © 2010-2013 Sadalit Van Buren37 Confidential SharePoint BU
    37. 37. What is it• The SharePoint Maturity Model was developed in the Fall of 2010 for the purpose of bringing a holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.• The benefits of the Model are: – It gives you a holistic understanding of your SharePoint implementation’s current state, and lets you define a benchmark for future improvement – It helps you define your strategic roadmap. – Participaltino expands group data• Does NOT cover: – Public-facing websites – Compliance and regulatory issues – Visual design and branding38 – Cloud / online versions of SharePoint Confidential SharePoint BU
    38. 38. What it covers• Publication • Integration• Collaboration • Insight• Business Process • Infrastructure• Search • Staffing & Training• People & Communities • Customizations• Composites & Applications39 Confidential SharePoint BU
    39. 39. Levels defined 500 Optimizing •The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics. ROI is demonstrable. 400 Predictable •The particular area is centrally supported, standardized, and implemented across the entire organization. Governance is defined and understood / followed. 300 Defined •The way the particular area is implemented is defined and/or standardized, but not in use across the entire organization. Governance is defined but may not be widely understood / followed. ROI is considered. 200 Managed •The particular area is managed by a central group (often IT), but the focus and definition varies by functional area, or is limited to a single area. 100 Initial •The starting point of SharePoint use.40 Confidential SharePoint BU
    40. 40. Social/Communities (SPMaturity.com)500 Optimizing • Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities extend to external participants. • Forms connect with LOB data. New capabilities & requirements are surfaced & integrated into downstream capabilities. • External data (partner/supplier or industry) is integrated with SP. • Analytics and trending are employed.400 Predictable • Profile fields may integrate with LOB data. MySites are centralized (only one instance per user). Communities flourish under governance. • InfoPath forms improve the user experience. Mobile functionality is supported. • Most of the systems that are desired to be integrated, are integrated. A data warehouse may be integrated with SP. • Items are actionable.300 Defined • Custom profile fields reflect company culture; photos are updated from central source. • MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users. • Most critical business forms are online; some involve automated workflows. • Multiple systems are integrated with SP. • Reports allow drill-down and charting.200 Managed • MySites rolled out to pilot groups or users. Out-of-box profiles implemented. Community spaces may be piloted. • Increasing use of SP lists to replace Excel spreadsheets and paper forms. Applications are opened up to a larger group of users. • A single system is integrated with SP (Line-of-business, document management, etc.). • Reports are aggregated through customization.100 Initial • Basic profile data imported from AD or other source. MySites host not created.41 Confidential SharePoint BU
    41. 41. Maturity averages42 Confidential SharePoint BU
    42. 42. Comparisons43 Confidential SharePoint BU
    43. 43. Social ISVs• Colligo• NewsGator• Neudesic Pulse• Dell Social Hub• Yammer44 Confidential SharePoint BU
    44. 44. Yammer• Microsoft owned• Integrates directly into Office 365• SharePoint to come• Multiple clients (iOS, mobile, web, SP) and apps• Cloud based – integrates to SkyDrive Pro45 Confidential SharePoint
    45. 45. NewsGator• Social Sites (general) and Tomoye (public sector)• Enhanced community collaboration on SharePoint 2007, 2010, 2013• High capacity, multiple clients• Complex• Moving away from SharePoint as required technology46 Confidential SharePoint
    46. 46. Neudesic Pulse• Grew from real world enhancements and integration• Integrates to SharePoint full screen or web part), Dynamics• Hosted or on-premises model• Groups, newsfeeds, microblogs47 Confidential SharePoint
    47. 47. Dell Social Hub• Free SharePoint 2013/Office 365 app in the Microsoft App Store• Adds Facebook, Twitter, LinkedIn and RSS social feeds to SharePoint• Improves “single pane of glass” story for adoption• Free48 Confidential SharePoint
    48. 48. Colligo• Extend SharePoint content into Outlook (Harmon.ie)• Extend content to desktop/offline/iOS/Outlook• Interact from a different social context49 Confidential SharePoint
    49. 49. 50 Confidential SharePoint
    50. 50. Thank you! – Questions – Contact – Email chris_mcnulty@dell.com – Blog http://www.chrismcnulty.net/blog – Also http://www.sharepointforall.com – Twitter: @cmcnulty2000 – Upcoming: – ICC Heartland Conf, SP Evolutions, DCSPUG, SPUGME, ShareFest Denver51 Confidential SharePoint
    51. 51. While youre in the Bay Area…• Monday 4:00pm - SharePoint SpeedMetal Admin 101• Monday 5:30pm – Lightning Talks• Tuesday 2:00pm – Social 101 and SharePoint• Tuesday 6:00pm – Book Signing, Dell, SharePoint 2013 Consultant’s Handbook (Advance Edition)• Wednesday 1:15pm – SharePoint Experts Meetup (Managed Metadata)• Wednesday 3:45pm – I Have Excel, I Need PerformancePoint, but I Don’t Know Analysis Services!52 Confidential SharePoint BU
    52. 52. More information• SharePoint architecture design patterns in Chris’ e- book entitled SharePoint 2010 Consultant’s Handbook – A Practical Field Guide – Get your free copy here http://www.quest.com/get- chris-book54 Confidential SharePoint
    53. 53. 55 Confidential SharePoint
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