From Beginner to Jedi <ul><li>A short trip from adding your first article to mastering the art of linking, tagging, and or...
Training Module 1 <ul><li>At its heart:  “collaborative hypertext journaling system”  </li></ul><ul><li>In Simpler Terms: ...
Training Module 1 <ul><li>Why? and What?  </li></ul>
Training Module 1 <ul><li>Experience one Model for New User Training  </li></ul><ul><li>Dive Deep on Power User and Skills...
Training Module 1 <ul><li>Advice from Chef Walter Potenza: </li></ul><ul><li>Risotto is not rice, it is a process. </li></...
Training Module 1 <ul><li>Collective Intelligence Community </li></ul><ul><li>Glossary </li></ul><ul><li>BD Opportunity Ma...
Training Module 2 <ul><li>Basic Skills </li></ul>
Training Module 2 <ul><li>Login </li></ul><ul><li>Navigate & Search </li></ul><ul><li>Post </li></ul><ul><li>What Happened...
Login <ul><li>Get Traction:  </li></ul><ul><ul><li>http://........com </li></ul></ul><ul><li>Click to Sign In? </li></ul><...
Navigate - Offices are Intimidating <ul><li>Most offices look the same </li></ul><ul><li>HR, Sales, Ops...  </li></ul><ul>...
Navigate - Playgrounds are inviting <ul><li>After login, the first skill is exploring - to find value, to gain a sense of ...
Navigate - TeamPage Playground <ul><li>Dashboard </li></ul><ul><li>Status </li></ul><ul><li>Activity Feed </li></ul><ul><l...
Status View Spans Spaces,  filters to “Following”
Feed View Infinite Scroll, Expand/Contract to Read More
Tag Cloud Roll Up Surf by Date, Click In
Tag Feed
Tasks Feed Click to Milestones, Projects
Server level Documents Tab
<ul><ul><li>Free text search </li></ul></ul><ul><ul><li>AND by default </li></ul></ul><ul><ul><li>Searches articles and co...
Attivio Search <ul><li>Free text search </li></ul><ul><li>OR by default </li></ul><ul><li>Searches articles, comments, att...
Spaces Dialog All, Favorites, Directory
Spaces Directory All with Descriptions, Cloud
Click author for micro-profile
Profile - Activity Feed
Profile - Set Up Your Own setup assistant offers tips
Feel Lost? Go Home or lookup Spaces and People
Post: Put a Toe in the Water <ul><li>The simplest thing you can do? </li></ul>
Post: Put a Toe in the Water + <ul><li>The simplest thing you can do: just hit  + </li></ul><ul><li>Do it for a  reason.  ...
Create New Article <ul><li>Navigate to a Space </li></ul><ul><li>Click  +  on a Section </li></ul><ul><li>It’s Just Like E...
Impact - What Happens?  <ul><li>You posted!! Article appears in sections: </li></ul><ul><li>Newspage Sections </li></ul><u...
Click Through to Comment <ul><li>Article level comment </li></ul><ul><li>In-line comment </li></ul><ul><li>Stack or Nest <...
Training Module 3 <ul><li>Other ways to  + </li></ul><ul><li>Edit </li></ul><ul><li>Link </li></ul><ul><li>Tag </li></ul><...
Post: E-Mail <ul><li>Server level e-mail box </li></ul><ul><li>In Subject Line: </li></ul><ul><ul><li>:TAG </li></ul></ul>...
Voila: Resulting Article from E-Mail <ul><li>E-Mail arrived in the Exec space.  </li></ul><ul><li>@space (exec) was remove...
Post: Traction Instant Publisher V3 <ul><li>.NET Client Installs from Account Settings </li></ul><ul><li>Screen shots </li...
Edit! <ul><li>Click edit button in right column or on roll-over / context menu </li></ul><ul><li>Pulls content into the sa...
Edit History <ul><li>History shows history of edits, tag changes, moderation actions (publish/draft/reject), page name his...
Link <ul><li>Link to External URL </li></ul><ul><li>Link to an Article or Attachment </li></ul><ul><li>Link to a Named Pag...
Link to an Article: GUI or Traction ID <ul><li>In GUI - Article Section. Lookup by title or Traction ID </li></ul><ul><li>...
Link to a Named Page: GUI or [[Name]]  <ul><li>Some Articles have a “Page Name” </li></ul><ul><li>Use the Link GUI or </li...
Tag! <ul><ul><li>Information gets better with Tagging </li></ul></ul><ul><ul><li>Tag at article level or in-line </li></ul...
Export: Print, Email, PDF or WordML <ul><ul><li>Print </li></ul></ul><ul><ul><li>Email   </li></ul></ul><ul><ul><ul><li>In...
Export: Email <ul><ul><ul><li>1 Article or a few at time (via Collector) </li></ul></ul></ul><ul><ul><ul><li>Include links...
Jedi Training <ul><li>From the art of linking to best practices and the king of all widgets, this training module teaches ...
Jedi Masters are Emergineers <ul><ul><li>Jedi  skills teach you how to wield the features of TeamPage </li></ul></ul><ul><...
Raw Material <ul><ul><li>Articles </li></ul></ul><ul><ul><li>Tags </li></ul></ul><ul><ul><li>Other Article Metadata </li><...
Manage Navigation <ul><ul><li>Spaces </li></ul></ul><ul><ul><li>Tagging Strategy </li></ul></ul><ul><ul><li>Sections </li>...
Spaces: Smash Silos <ul><li>Smash Workspace Silos </li></ul><ul><ul><li>“ We went from 5 silos in our organization to hund...
Space Scope: Where to Draw the Line <ul><li>Project is an area of interest </li></ul><ul><ul><li>Endocrinology </li></ul><...
Tags: Have a Strategy <ul><li>Plan for Structure </li></ul><ul><ul><li>See  Structuring for Emergence </li></ul></ul><ul><...
Tags: Putting it Together <ul><li>Content type </li></ul><ul><li>Priority </li></ul><ul><li>Status </li></ul><ul><li>Assig...
Sections <ul><li>Provide end-user configurable access to views </li></ul><ul><li>Defined for Front Page, Space Newspages, ...
Silo Smashing: When to Use Sections <ul><li>Sections focus the reader on what’s important </li></ul><ul><li>Sections encou...
Front Page / Newspage Sections
Article Sections
Section Types
<ul><li>Title </li></ul><ul><li>Type & Style to include </li></ul><ul><li>Date Range </li></ul><ul><li>Filter </li></ul><u...
<ul><li>See Doc359 </li></ul><ul><li>Test RS expressions in Front Page or Space Search,  </li></ul><ul><ul><li>use a / the...
Sections: Why to Use “Random” Order <ul><li>“ Spotlight On” Section shows 1 of N employee bio articles </li></ul><ul><li>R...
Sections: Get Naked on Newspages I <ul><li>Create an article to show on the newspage: IntelWiki32 </li></ul><ul><li>Sectio...
Sections: Get Naked on Newspages I <ul><li>Two “naked” sections lead off the IntelCollab IntelWiki space </li></ul><ul><li...
Sections: Get Naked on Newspages II <ul><li>www.GlobalRust.org </li></ul><ul><li>Top section shows not section title and n...
Table of Contents <ul><li>Specify Root Article in Space Setup | Newspage - Navlinks Tab </li></ul><ul><ul><li>Will show at...
Children <ul><li>Articles can have Children </li></ul><ul><li>Hierarchical Navigation not necessarily related to actual li...
Put it Together: TOC + Sections <ul><li>http://www.globalrust.org </li></ul><ul><li>TOC Leads 3 levels down </li></ul><ul>...
If a Wiki is Like a Quilt <ul><li>Traction TeamPage is a Sewing Machine </li></ul><ul><li>Stitching Articles with: </li></...
Why Link with Wiki Page Names?  <ul><li>Linking by Article ID </li></ul><ul><li>Simple: </li></ul><ul><ul><li>Use the GUI ...
Page Name Operations <ul><li>You Can: </li></ul><ul><ul><li>Add </li></ul></ul><ul><ul><li>Change </li></ul></ul><ul><ul><...
Linking by Wiki Page Name <ul><li>Page names are unique </li></ul><ul><li>Global Name Space </li></ul><ul><li>Name Space i...
Linking with Rapid Selector <ul><li>Rapid Selector is a Seach, Navigation and Linking syntax.  </li></ul><ul><li>Use it: <...
Linking with Rapid Selector <ul><li>Escape Search box with a / to navigate with RS, and to test your links.  </li></ul><ul...
Linking with Relationships <ul><li>Linking directly by Article or Page Name </li></ul><ul><ul><li>References / is Referenc...
Sidebar Article: Navigation Aid <ul><li>Use for key links, navigation, hints </li></ul><ul><li>Server default, space over-...
Traction Tip: Embed Widget <ul><li>Embed is the Mother of all widgets. iFrame is runner up. </li></ul><ul><li>Allowed for ...
<ul><li>Escapes the traditional formatting rules in TeamPage </li></ul><ul><li>Easy to drop in content from other sites </...
Traction Tip: Eliminating Comments <ul><li>Article vs. Page Style </li></ul><ul><ul><li>Choose Page Style when posting: Do...
Traction Tip: Cleaning Up Hairballs <ul><li>In Edit Form  </li></ul><ul><ul><li>Clean up messy code </li></ul></ul><ul><ul...
Traction Tip: Like a Space? Re-use! <ul><li>Copy Once: Add Space - More </li></ul><ul><li>Copy Many: Manage Templates - Tu...
Traction Tip: Eliminate Blank White Page <ul><li>Poor Man’s Forms </li></ul><ul><ul><li>Use any article as a template </li...
Moderation: When to Use it <ul><li>Untrusted Users </li></ul><ul><li>Content Review </li></ul><ul><li>Edit a set of interc...
Moderation: Published Mode <ul><li>Grey (draft) links disappear </li></ul>
Moderation: In Published Mode <ul><li>Draft readers see glimmer of draft content </li></ul><ul><li>Published readers can s...
Moderation: Relevant Permissions <ul><li>Read Own (Pub or Draft) </li></ul><ul><li>Read Published vs. Draft </li></ul><ul>...
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TeamPage Beginner to Jedi, Jordan Frank

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Jordan Frank, Traction Software VP Sales and Business Development on Beginner to Jedi Traction TeamPage Skills. TeamPage Release 5.0. Oct 12 2010, Newport RI. For TUG 2010 Newport slides, agenda and more see www.TractionSoftware.com

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TeamPage Beginner to Jedi, Jordan Frank

  1. 1. From Beginner to Jedi <ul><li>A short trip from adding your first article to mastering the art of linking, tagging, and organizing sections to reach collaborative advantage. </li></ul><ul><li>Traction User Group 2010 </li></ul><ul><li>Jordan Frank </li></ul>
  2. 2. Training Module 1 <ul><li>At its heart: “collaborative hypertext journaling system” </li></ul><ul><li>In Simpler Terms: a killer combination of blog, wiki, discussion, project management, document management, tagging, notification, and search </li></ul><ul><li>Even Simpler? E2.0 in a Box </li></ul>What ? is TeamPage X
  3. 3. Training Module 1 <ul><li>Why? and What? </li></ul>
  4. 4. Training Module 1 <ul><li>Experience one Model for New User Training </li></ul><ul><li>Dive Deep on Power User and Skills for Managing Spaces </li></ul><ul><li>Share Ideas on Training </li></ul>Why ? are we here
  5. 5. Training Module 1 <ul><li>Advice from Chef Walter Potenza: </li></ul><ul><li>Risotto is not rice, it is a process. </li></ul>Why ? are your users here
  6. 6. Training Module 1 <ul><li>Collective Intelligence Community </li></ul><ul><li>Glossary </li></ul><ul><li>BD Opportunity Management </li></ul><ul><li>IT Project Management </li></ul><ul><li>Departmental Knowledge </li></ul><ul><li>Make it your own! </li></ul>What ? is TeamPage
  7. 7. Training Module 2 <ul><li>Basic Skills </li></ul>
  8. 8. Training Module 2 <ul><li>Login </li></ul><ul><li>Navigate & Search </li></ul><ul><li>Post </li></ul><ul><li>What Happened? </li></ul><ul><li>Comment </li></ul>How ? do we get started
  9. 9. Login <ul><li>Get Traction: </li></ul><ul><ul><li>http://........com </li></ul></ul><ul><li>Click to Sign In? </li></ul><ul><li>Credentials? </li></ul><ul><li>Encode? </li></ul><ul><li>Remember me? </li></ul>
  10. 10. Navigate - Offices are Intimidating <ul><li>Most offices look the same </li></ul><ul><li>HR, Sales, Ops... </li></ul><ul><li>They can be explored and understood </li></ul><ul><li>But the action is not observable </li></ul>
  11. 11. Navigate - Playgrounds are inviting <ul><li>After login, the first skill is exploring - to find value, to gain a sense of place, to witness the “why” </li></ul><ul><li>Playgrounds offer structure, but lack rules </li></ul><ul><li>Kids learn from eachother’s play </li></ul><ul><li>Exploring should be fun </li></ul>
  12. 12. Navigate - TeamPage Playground <ul><li>Dashboard </li></ul><ul><li>Status </li></ul><ul><li>Activity Feed </li></ul><ul><li>Tag Cloud </li></ul><ul><li>Space Cloud and Index </li></ul><ul><li>Search </li></ul><ul><li>Profiles </li></ul>
  13. 13. Status View Spans Spaces, filters to “Following”
  14. 14. Feed View Infinite Scroll, Expand/Contract to Read More
  15. 15. Tag Cloud Roll Up Surf by Date, Click In
  16. 16. Tag Feed
  17. 17. Tasks Feed Click to Milestones, Projects
  18. 18. Server level Documents Tab
  19. 19. <ul><ul><li>Free text search </li></ul></ul><ul><ul><li>AND by default </li></ul></ul><ul><ul><li>Searches articles and comments </li></ul></ul><ul><ul><li>Just click Search to get Advanced form </li></ul></ul><ul><ul><ul><li>Search by title, body, author(s), space(s), tag(s) </li></ul></ul></ul>Basic Search
  20. 20. Attivio Search <ul><li>Free text search </li></ul><ul><li>OR by default </li></ul><ul><li>Searches articles, comments, attachments, share folders </li></ul><ul><li>Rank (default), newest / oldest first </li></ul><ul><li>Entity extraction and faceted navigation </li></ul>
  21. 21. Spaces Dialog All, Favorites, Directory
  22. 22. Spaces Directory All with Descriptions, Cloud
  23. 23. Click author for micro-profile
  24. 24. Profile - Activity Feed
  25. 25. Profile - Set Up Your Own setup assistant offers tips
  26. 26. Feel Lost? Go Home or lookup Spaces and People
  27. 27. Post: Put a Toe in the Water <ul><li>The simplest thing you can do? </li></ul>
  28. 28. Post: Put a Toe in the Water + <ul><li>The simplest thing you can do: just hit + </li></ul><ul><li>Do it for a reason. Its a process! </li></ul>
  29. 29. Create New Article <ul><li>Navigate to a Space </li></ul><ul><li>Click + on a Section </li></ul><ul><li>It’s Just Like Email: </li></ul><ul><ul><li>Title </li></ul></ul><ul><ul><li>Tag? Cool! </li></ul></ul><ul><ul><li>Body </li></ul></ul><ul><ul><ul><li>Write a sweet first paragraph! </li></ul></ul></ul><ul><ul><li>Images </li></ul></ul><ul><ul><li>Attachments </li></ul></ul><ul><li>Save for later, or post now </li></ul>
  30. 30. Impact - What Happens? <ul><li>You posted!! Article appears in sections: </li></ul><ul><li>Newspage Sections </li></ul><ul><li>Front Page Sections </li></ul><ul><li>Activity Feed View </li></ul><ul><li>RSS Feed </li></ul><ul><li>Email Newsletter </li></ul><ul><li>Instant Email / Jabber </li></ul>
  31. 31. Click Through to Comment <ul><li>Article level comment </li></ul><ul><li>In-line comment </li></ul><ul><li>Stack or Nest </li></ul><ul><li>Most rich text controls available in-line, or </li></ul><ul><li>pop-up for all “article” functions, e.g. adding attachments </li></ul><ul><li>Comment across spaces </li></ul>
  32. 32. Training Module 3 <ul><li>Other ways to + </li></ul><ul><li>Edit </li></ul><ul><li>Link </li></ul><ul><li>Tag </li></ul><ul><li>Export </li></ul>FUN ! What’s next?
  33. 33. Post: E-Mail <ul><li>Server level e-mail box </li></ul><ul><li>In Subject Line: </li></ul><ul><ul><li>:TAG </li></ul></ul><ul><ul><li>@SPACE </li></ul></ul><ul><li>In the body </li></ul><ul><ul><li>Text, Images </li></ul></ul><ul><li>Attachments OK too </li></ul>
  34. 34. Voila: Resulting Article from E-Mail <ul><li>E-Mail arrived in the Exec space. </li></ul><ul><li>@space (exec) was removed </li></ul><ul><li>:Tag (meeting) was removed and applied </li></ul><ul><li>Links resolved </li></ul><ul><li>Attachment appears </li></ul>
  35. 35. Post: Traction Instant Publisher V3 <ul><li>.NET Client Installs from Account Settings </li></ul><ul><li>Screen shots </li></ul><ul><li>Drag attachments </li></ul><ul><li>Publish selection (and attach file) from Office and IE </li></ul><ul><li>Outlook Social Connector Integration </li></ul>
  36. 36. Edit! <ul><li>Click edit button in right column or on roll-over / context menu </li></ul><ul><li>Pulls content into the same “New Article” form </li></ul><ul><li>Change content </li></ul><ul><li>Change labels (better done with the Change Label in Article view) </li></ul><ul><li>Add /remove files (but not update a new version of an attachment - that’s done per attachment at the bottom of the article) </li></ul><ul><li>Describe Changes - shows in Edit History </li></ul>
  37. 37. Edit History <ul><li>History shows history of edits, tag changes, moderation actions (publish/draft/reject), page name history, and much more </li></ul><ul><li>Compare any two versions </li></ul><ul><li>Revert to any version </li></ul>
  38. 38. Link <ul><li>Link to External URL </li></ul><ul><li>Link to an Article or Attachment </li></ul><ul><li>Link to a Named Page </li></ul><ul><li>Link to Shared File or Folder </li></ul><ul><li>Link to a View </li></ul>
  39. 39. Link to an Article: GUI or Traction ID <ul><li>In GUI - Article Section. Lookup by title or Traction ID </li></ul><ul><li>In Text - Just type Traction ID into the body text: PharmaReview71 </li></ul>
  40. 40. Link to a Named Page: GUI or [[Name]] <ul><li>Some Articles have a “Page Name” </li></ul><ul><li>Use the Link GUI or </li></ul><ul><li>Use Wiki Markup in body text: </li></ul><ul><ul><li>[[Wombat Trials for BetaZoan Molecule]] </li></ul></ul>
  41. 41. Tag! <ul><ul><li>Information gets better with Tagging </li></ul></ul><ul><ul><li>Tag at article level or in-line </li></ul></ul><ul><ul><li>Interactive wild-card lookup </li></ul></ul><ul><ul><li>Tag across Spaces </li></ul></ul>
  42. 42. Export: Print, Email, PDF or WordML <ul><ul><li>Print </li></ul></ul><ul><ul><li>Email </li></ul></ul><ul><ul><ul><li>Include Links </li></ul></ul></ul><ul><ul><ul><li>Include Comments </li></ul></ul></ul><ul><ul><ul><li>Log Message Content </li></ul></ul></ul><ul><ul><li>Export to PDF or WordML </li></ul></ul><ul><ul><ul><li>TOC </li></ul></ul></ul><ul><ul><ul><li>Reference Appendix </li></ul></ul></ul><ul><ul><li>Want to export a few at a time? </li></ul></ul><ul><ul><ul><li>Collect! </li></ul></ul></ul>
  43. 43. Export: Email <ul><ul><ul><li>1 Article or a few at time (via Collector) </li></ul></ul></ul><ul><ul><ul><li>Include links, comments, tags - admins can set defaults </li></ul></ul></ul><ul><ul><ul><li>Log to a Space - TeamPage makes a reference trail </li></ul></ul></ul><ul><ul><ul><li>Log message content (or not) - like a CC to your team </li></ul></ul></ul>
  44. 44. Jedi Training <ul><li>From the art of linking to best practices and the king of all widgets, this training module teaches strategic skills to power users and space managers </li></ul>
  45. 45. Jedi Masters are Emergineers <ul><ul><li>Jedi skills teach you how to wield the features of TeamPage </li></ul></ul><ul><ul><li>Emergineering leverages jedi skills for “social process reengineering” </li></ul></ul><ul><ul><li>Join raw material to well managed navigation to </li></ul></ul><ul><ul><ul><li>expose what’s important </li></ul></ul></ul><ul><ul><ul><li>and invite participation in-the-flow. </li></ul></ul></ul>Emergineering! http://traction .tractionsoftware.com/traction/permalink/Blog1326
  46. 46. Raw Material <ul><ul><li>Articles </li></ul></ul><ul><ul><li>Tags </li></ul></ul><ul><ul><li>Other Article Metadata </li></ul></ul><ul><ul><ul><li>Links </li></ul></ul></ul><ul><ul><ul><li>Relationships (Comments, Children, and More) </li></ul></ul></ul><ul><ul><ul><li>Attachments </li></ul></ul></ul><ul><ul><ul><li>Widgets </li></ul></ul></ul><ul><ul><ul><li>Entry Properties </li></ul></ul></ul><ul><ul><ul><li>Entry Type </li></ul></ul></ul>Emergineering! http://traction .tractionsoftware.com/traction/permalink/Blog1326
  47. 47. Manage Navigation <ul><ul><li>Spaces </li></ul></ul><ul><ul><li>Tagging Strategy </li></ul></ul><ul><ul><li>Sections </li></ul></ul><ul><ul><li>Table of Contents </li></ul></ul><ul><ul><li>Links </li></ul></ul><ul><ul><li>Sidebar Article </li></ul></ul>Emergineering! http://traction .tractionsoftware.com/traction/permalink/Blog1326
  48. 48. Spaces: Smash Silos <ul><li>Smash Workspace Silos </li></ul><ul><ul><li>“ We went from 5 silos in our organization to hundreds in a month after deploying SharePoint.” - Michael Sampson’s blog. </li></ul></ul><ul><ul><li>See Enterprise 2.0 and Silo Smashing: http://traction.tractionsoftware.com/traction/permalink/blog1049 </li></ul></ul><ul><li>Less is (usually) More & Broader is (usually) Better </li></ul><ul><ul><li>Less spaces to learn about = easier training </li></ul></ul><ul><ul><li>More flow per space = more reasons to visit a space </li></ul></ul><ul><ul><li>More people paying attention = more social interactions and connectivity </li></ul></ul><ul><ul><li>Broader spaces = more durability over time </li></ul></ul>
  49. 49. Space Scope: Where to Draw the Line <ul><li>Project is an area of interest </li></ul><ul><ul><li>Endocrinology </li></ul></ul><ul><ul><li>Cardiology </li></ul></ul><ul><li>Project is a permissioned space </li></ul><ul><ul><li>Content is private to the Intelligence group </li></ul></ul><ul><ul><li>Content is so mundane, no one would care </li></ul></ul>
  50. 50. Tags: Have a Strategy <ul><li>Plan for Structure </li></ul><ul><ul><li>See Structuring for Emergence </li></ul></ul><ul><ul><li>At http://traction.tractionsoftware.com/traction/permalink/Blog1130 </li></ul></ul><ul><li>But be Flexible </li></ul><ul><ul><li>See The Yin and Yang of Enterprise 2.0, the scruffy-neats, and INNATS </li></ul></ul><ul><ul><li>At http://traction.tractionsoftware.com/traction/permalink/Blog426 </li></ul></ul>
  51. 51. Tags: Putting it Together <ul><li>Content type </li></ul><ul><li>Priority </li></ul><ul><li>Status </li></ul><ul><li>Assignment </li></ul><ul><li>Category </li></ul>Requirement P2 To Do Stanley, FCS Security This is the Coordinated Collaboration Yin of blog and wiki structure Assigning Project Team Requirements
  52. 52. Sections <ul><li>Provide end-user configurable access to views </li></ul><ul><li>Defined for Front Page, Space Newspages, Profile Pages, Articles, E-mail Digest, E-Mail Notifier </li></ul><ul><li>Can be defaulted or taken from templates </li></ul><ul><li>Interpreted by skins </li></ul>
  53. 53. Silo Smashing: When to Use Sections <ul><li>Sections focus the reader on what’s important </li></ul><ul><li>Sections encourage contribution </li></ul><ul><li>Be sparing with sections </li></ul><ul><ul><li>“ Readers are most interested in Route Changes” When a section is too long, people only read the top </li></ul></ul><ul><ul><li>Number of sections reduces page view performance </li></ul></ul><ul><li>Be sparing tip: </li></ul><ul><ul><li>Use top level links (in Sections or Table of Contents) to expose deeper navigation by explicit links to articles which include sections </li></ul></ul><ul><ul><li>Limit number of articles per section </li></ul></ul><ul><ul><li>Use section volume controls </li></ul></ul>
  54. 54. Front Page / Newspage Sections
  55. 55. Article Sections
  56. 56. Section Types
  57. 57. <ul><li>Title </li></ul><ul><li>Type & Style to include </li></ul><ul><li>Date Range </li></ul><ul><li>Filter </li></ul><ul><ul><li>Search (uses article text and rapid selector) </li></ul></ul><ul><ul><li>Include (Articles, Comments), Status (Published, Draft) </li></ul></ul><ul><ul><li>Skip is reciprocal </li></ul></ul><ul><li>Display </li></ul><ul><ul><li>Width: Small, Medium, Large </li></ul></ul><ul><ul><ul><li>Proteus: Small = Medium = 1/2. Large = 1. </li></ul></ul></ul><ul><ul><ul><li>Interpreted by skin, affected by order </li></ul></ul></ul><ul><ul><li>Volume: Full, Brief, Snippets, Feed, Details, Title </li></ul></ul><ul><ul><li>Min/Max </li></ul></ul><ul><ul><ul><li>Empty result in time slice pulls Min forward </li></ul></ul></ul><ul><ul><li>Sorting </li></ul></ul><ul><ul><ul><li>Newest, Oldest, Alpha, Rev Alpha, Random </li></ul></ul></ul><ul><ul><ul><li>Most commented, most recent threads </li></ul></ul></ul><ul><ul><li>Display: Title, Details, Labels, Comments, Attachments </li></ul></ul><ul><ul><li>Add Article: New Article, Template, Form </li></ul></ul><ul><li>Advanced </li></ul>Section Display
  58. 58. <ul><li>See Doc359 </li></ul><ul><li>Test RS expressions in Front Page or Space Search, </li></ul><ul><ul><li>use a / then the expression </li></ul></ul><ul><ul><ul><li>If you do this from a space, you are inherently passing a variable scoping the search to the project’s content and tags </li></ul></ul></ul><ul><li>Use Rapid Selector expressions to refine section content in section Filter / Search field </li></ul><ul><li>Search term </li></ul><ul><ul><li>termA termB </li></ul></ul><ul><ul><li>c(termA and termB) </li></ul></ul><ul><li>Author </li></ul><ul><ul><li>a(userID) </li></ul></ul><ul><li>Label </li></ul><ul><ul><li>:labelname </li></ul></ul><ul><li>Two tags on the same paragraph </li></ul><ul><ul><li>i(:tagA and :tagB) </li></ul></ul>Section Search Filters - Rapid Selector
  59. 59. Sections: Why to Use “Random” Order <ul><li>“ Spotlight On” Section shows 1 of N employee bio articles </li></ul><ul><li>Random ordering (as opposed to chron or alpha) is a great tool </li></ul><ul><li>Offers depth without filling a page </li></ul><ul><li>Keeps a site “fresh” </li></ul>
  60. 60. Sections: Get Naked on Newspages I <ul><li>Create an article to show on the newspage: IntelWiki32 </li></ul><ul><li>Section Type: Specific Articles </li></ul><ul><li>Width: Medium (1/2) </li></ul><ul><li>Volume: Full </li></ul><ul><li>Show Section Title: Never </li></ul><ul><li>Display: Title only </li></ul>
  61. 61. Sections: Get Naked on Newspages I <ul><li>Two “naked” sections lead off the IntelCollab IntelWiki space </li></ul><ul><li>Table of Contents also provides top level navigation </li></ul>
  62. 62. Sections: Get Naked on Newspages II <ul><li>www.GlobalRust.org </li></ul><ul><li>Top section shows not section title and no article title </li></ul>
  63. 63. Table of Contents <ul><li>Specify Root Article in Space Setup | Newspage - Navlinks Tab </li></ul><ul><ul><li>Will show at top of Tree </li></ul></ul><ul><ul><li>Will show in Proteus Wiki tab </li></ul></ul><ul><li>Add “Children” to Root Articles </li></ul>
  64. 64. Children <ul><li>Articles can have Children </li></ul><ul><li>Hierarchical Navigation not necessarily related to actual links in the article </li></ul>
  65. 65. Put it Together: TOC + Sections <ul><li>http://www.globalrust.org </li></ul><ul><li>TOC Leads 3 levels down </li></ul><ul><li>Landing page uses a Widget and multiple sections </li></ul><ul><ul><li>People </li></ul></ul><ul><ul><li>Institutions </li></ul></ul>
  66. 66. If a Wiki is Like a Quilt <ul><li>Traction TeamPage is a Sewing Machine </li></ul><ul><li>Stitching Articles with: </li></ul><ul><ul><li>Time </li></ul></ul><ul><ul><li>Spaces </li></ul></ul><ul><ul><li>Tags </li></ul></ul><ul><ul><li>Links </li></ul></ul><ul><ul><li>Relationships </li></ul></ul>
  67. 67. Why Link with Wiki Page Names? <ul><li>Linking by Article ID </li></ul><ul><li>Simple: </li></ul><ul><ul><li>Use the GUI or just write the Traction ID </li></ul></ul><ul><ul><li>PharmaReview71 </li></ul></ul><ul><ul><li>Backward </li></ul></ul><ul><li>Non-constraining: </li></ul><ul><ul><li>Titles do not have to be unique </li></ul></ul><ul><li>Robust: </li></ul><ul><ul><li>Link is bi-directional </li></ul></ul><ul><ul><li>Link to that Article never breaks </li></ul></ul><ul><li>Linking by Page Name </li></ul><ul><li>Simple: </li></ul><ul><ul><li>Use the GUI or just write the Page Name </li></ul></ul><ul><ul><li>[[shoes]] </li></ul></ul><ul><ul><li>Backward or Forward </li></ul></ul><ul><li>Constraining: </li></ul><ul><li>Ensures unique Names in a name space </li></ul><ul><li>Robust: </li></ul><ul><ul><li>Link is bi-directional </li></ul></ul><ul><ul><li>Link to that Page Name never breaks (but) </li></ul></ul>
  68. 68. Page Name Operations <ul><li>You Can: </li></ul><ul><ul><li>Add </li></ul></ul><ul><ul><li>Change </li></ul></ul><ul><ul><li>Drop </li></ul></ul><ul><ul><li>Add Back </li></ul></ul><ul><li>Incoming Name Links: </li></ul><ul><ul><li>Latch automatically </li></ul></ul><ul><ul><li>Change on Rename </li></ul></ul><ul><ul><li>Break on Drop </li></ul></ul><ul><ul><li>Re-Latch on Add </li></ul></ul>
  69. 69. Linking by Wiki Page Name <ul><li>Page names are unique </li></ul><ul><li>Global Name Space </li></ul><ul><li>Name Space in each Space </li></ul><ul><li>Link Within space </li></ul><ul><ul><li>[[Revenue Recognition]] </li></ul></ul><ul><li>Link Across spaces </li></ul><ul><ul><li>[[SalesEast:Revenue Recognition]] </li></ul></ul><ul><li>Global Alias / Link to Specific Article </li></ul><ul><ul><li>[[*:Revenue Recognition]] </li></ul></ul><ul><li>Alias Across Space </li></ul><ul><ul><li>[[Company Car]] in Exec is aliased to the page [[Corvette]] in HR </li></ul></ul>Sales East [[Revenue Recognition]] Global [[Revenue Recognition]] Accounting [[Revenue Recognition]] Executive [[Company Car]] HR [[Corvette]]
  70. 70. Linking with Rapid Selector <ul><li>Rapid Selector is a Seach, Navigation and Linking syntax. </li></ul><ul><li>Use it: </li></ul><ul><ul><li>in the Search box </li></ul></ul><ul><ul><ul><li>/ </li></ul></ul></ul><ul><ul><li>on the URL </li></ul></ul><ul><ul><ul><li>company.com/rs/.. </li></ul></ul></ul><ul><ul><li>in an article </li></ul></ul><ul><ul><ul><li>[[/....]] </li></ul></ul></ul>
  71. 71. Linking with Rapid Selector <ul><li>Escape Search box with a / to navigate with RS, and to test your links. </li></ul><ul><li>When linking in an article, escape [[‘s (normally used for Page Name Links) with a / </li></ul><ul><ul><li>[[/link ‘a nice link’ ... ]] </li></ul></ul><ul><li>Link to a Space newspage </li></ul><ul><ul><li>[[/link ‘marketing space’ ::marketing np]] </li></ul></ul><ul><li>Link to Issue Tags across all Spaces </li></ul><ul><ul><li>[[/link ‘all issues’ ::*:issue]] </li></ul></ul><ul><li>Link to Bug tags by Space </li></ul><ul><ul><li>[[/link ‘all bugs’ ::productalpha:bug]] </li></ul></ul><ul><li>Scoped by author, tag added </li></ul><ul><ul><li>[[/link ‘To Do Bugs by Jordan’ ::productalpha:todo added i(::productalpha:bug and ::productalpha:todo) a(jfrank)]] </li></ul></ul>
  72. 72. Linking with Relationships <ul><li>Linking directly by Article or Page Name </li></ul><ul><ul><li>References / is Referenced by </li></ul></ul><ul><li>Examples of Explicit Relationships </li></ul><ul><ul><li>Parent / Child </li></ul></ul><ul><ul><li>Comments on / Commented on by </li></ul></ul><ul><ul><li>Emails / is Emailed by </li></ul></ul><ul><ul><li>Make your own </li></ul></ul>
  73. 73. Sidebar Article: Navigation Aid <ul><li>Use for key links, navigation, hints </li></ul><ul><li>Server default, space over-ride </li></ul><ul><li>Server Setup | Defaults |Space Settings - Display tab </li></ul><ul><li>Space Setup | Settings - Display tab </li></ul>
  74. 74. Traction Tip: Embed Widget <ul><li>Embed is the Mother of all widgets. iFrame is runner up. </li></ul><ul><li>Allowed for specified Group (configure in server setup / plugins) </li></ul><ul><li>Allows code including HTML, Script and so on. </li></ul><ul><li>Great for “naked” Front Page / Space Newspage sections </li></ul><ul><li>Drop in embed code from other sites - Weather.com widget in this case </li></ul>
  75. 75. <ul><li>Escapes the traditional formatting rules in TeamPage </li></ul><ul><li>Easy to drop in content from other sites </li></ul><ul><li>Security issues can’t be ignored (i.e. no parsing of sript tags) </li></ul>Traction Tip: Embed Widget
  76. 76. Traction Tip: Eliminating Comments <ul><li>Article vs. Page Style </li></ul><ul><ul><li>Choose Page Style when posting: Does not “show” comment form but it’s still possible </li></ul></ul><ul><li>Deny Comment Permission (Project Setup / Permissions tab) </li></ul><ul><ul><li>Works if you Deny across all spaces </li></ul></ul><ul><ul><li>Otherwise, users can cross comment </li></ul></ul><ul><li>Moderation Settings (Project Setup) </li></ul><ul><ul><li>Deny “Everyone” group Comment permission in this Project and (Permissions Tab) </li></ul></ul><ul><ul><li>Force comments to this project (Settings/ Editing tab) </li></ul></ul>
  77. 77. Traction Tip: Cleaning Up Hairballs <ul><li>In Edit Form </li></ul><ul><ul><li>Clean up messy code </li></ul></ul><ul><ul><li>Remove Formatting </li></ul></ul><ul><ul><li>Click into HTML </li></ul></ul><ul><ul><ul><li>Careful with item numbers </li></ul></ul></ul>
  78. 78. Traction Tip: Like a Space? Re-use! <ul><li>Copy Once: Add Space - More </li></ul><ul><li>Copy Many: Manage Templates - Turn a Space into a Template </li></ul><ul><li>Copies ACLs, Sections, other Settings </li></ul>
  79. 79. Traction Tip: Eliminate Blank White Page <ul><li>Poor Man’s Forms </li></ul><ul><ul><li>Use any article as a template </li></ul></ul><ul><ul><li>Clicking ADD button on section will load that article </li></ul></ul><ul><ul><li>Will pick up labels from section and from source article </li></ul></ul><ul><li>Rich Man’s Forms </li></ul><ul><ul><li>Design your own, install as a plug-in </li></ul></ul><ul><ul><li>We have a plug-in </li></ul></ul><ul><li>Launch from Section ADD buttons </li></ul>
  80. 80. Moderation: When to Use it <ul><li>Untrusted Users </li></ul><ul><li>Content Review </li></ul><ul><li>Edit a set of interconnected articles. Then test and publish. </li></ul>
  81. 81. Moderation: Published Mode <ul><li>Grey (draft) links disappear </li></ul>
  82. 82. Moderation: In Published Mode <ul><li>Draft readers see glimmer of draft content </li></ul><ul><li>Published readers can see their own Drafts </li></ul>
  83. 83. Moderation: Relevant Permissions <ul><li>Read Own (Pub or Draft) </li></ul><ul><li>Read Published vs. Draft </li></ul><ul><li>Read Edit History </li></ul><ul><li>Publish vs. Publish Own </li></ul><ul><li>Lock Unlock / Edit Locked </li></ul>
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