A Deep Dive into Profiles, Status, and PM
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A Deep Dive into Profiles, Status, and PM



Chris Nuzum and Jordan Frank, Traction Software. Traction User Group, Oct 14 2010, Newport RI. TUG 2010 Newport slides, agenda and more see www.TractionSoftware.com

Chris Nuzum and Jordan Frank, Traction Software. Traction User Group, Oct 14 2010, Newport RI. TUG 2010 Newport slides, agenda and more see www.TractionSoftware.com



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  • Front Page offers a nice global view, but Profiles are the center for social

A Deep Dive into Profiles, Status, and PM A Deep Dive into Profiles, Status, and PM Presentation Transcript

  • A Deep Dive into Profiles, Status, and PM
    • Traction User Group 2010 Jordan Frank & Chris Nuzum
  • Foundation: Entry Type
    • New SDK mechanism for combining data and presentation
    • TeamPage 5 adds entry types for Profiles, Status Updates, Tasks, Milestones, and Projects
    • Extensible; add more types with SDK
    • Indexed—quick to retrieve
    • Can be filtered in feeds and activity views
    • Can be included in the Attivio search Type facet
  • Profiles
    • 2:10 PM – 3:00 PM
  • Setup
  • Set a Default Profile Space
    • Profiles can be posted to any space
    • None selected is OK, but awkward for Profiles
    • General Profile Space should (at least) allow Everyone to read, author, edit own, publish own
    • Consider dedicated space for Profiles (cleaner tag cloud, search, and so on) vs. mixing Profiles with default “status” space and company-wide info.
      • People vs. “Company” vs. “Forum”
  • Profile Space Permissions
      • Minimum permissions pictured here
      • Edit would let anyone edit anyone else’s profile
      • If you restrict to edit own, administrators should not post profiles for other users
  • Customizing the Profile Form
    • Plug-in override to Profile Form
    • Map read-only fields to AD
    • Add custom fields to the profile
      • form
      • view
      • search
    • Deeper exploration in SDK track
  • Designate a Specific Profile Space for Specific People
    • In Personal Setup > Personal Info you can override the profile space for an account
  • Filling in Profile
  • Setup Assistant
    • The setup assistant invites people to fill in their profile form and upload an avatar image.
  • Profile Entries
    • Posted in the designated profile space
    • TractionID associated with the account
    • Show avatar in most views
    • Lead you to the person’s profile page
  • Profile Page
  • Following
  • How to Follow
    • From profile
    • From mini profile card whenever you see someone’s name
  • Filtering by Follow
  • Filtering by Follow
  • Follow in activity stream (no un-follow)
  • Follow vs. Alert
    • Follow is a filter, a signal, and a contact list in the Outlook Social Connector.
    • Alert is notification and a signal.
  • Profile Space Dashboard
  • Profile Space Dashboard Considerations
    • Welcome is helpful
    • Parse lists of people by tag, e.g. “Runners”
    • Show new profiles
    • Show edited profiles
    • Remove Dashboard, just show activity
  • Access
  • Access Address Book Governs Lookups
    • People without Access Address Book permission can’t complete on profile information like email addresses.
  • Profile Article Permissions
    • Read published/draft for profile article content govern access to the profile article and fields stored within it.
  • Sharing Controls on Profile Form
    • Give additional control over who with read permission can see your profile information displayed on your profile page.
  • Your Profile Dashboard
  • Profile Dashboard Tab
    • By default, shows server default sections
    • Override with your own sections
    • Use for expanded “About Me”, things you’re interested in, “My Bookmarks”, etc.
    • Show a collection
  • Search
    • Basic search
      • Searches profile entry fields only, not name, title, etc.
    • Attivio Search
      • Searches all profile fields, including those from external sources
      • Currently must edit and save profile to cause changes to fields from AD/LDAP to update
    Searching Profiles
  • Status Updates
    • 3:00 PM – 3:45 PM
  • Setup
  • Designate a Default Status Space
  • Use
  • Post Status From
    • Server, space, or profile status tab
    • Pop-up status window
    • Profile menu
  • Top-Level Status Tab
    • Uses default status space, if defined in Server Setup
    • If not defined, people will need to choose a space every time they visit the status tab
    • The default status space should be open for everyone to read and author
  • Status Updates Appear
    • Status tab
    • Status window
    • Mini profile window
    • Activity feed, unless filtered out
    • Top of profile page under your name
    • Search results
    • Digest
    • Email notifications
  • Commenting on Status
    • Comment via reply link on status tab
    • Comment via inline comment in article view
    • Comment via email reply
    • Comments on status updates are posted as status update entry type
    • Comment to a different space using space selector
  • Tagging
    • TeamPage supports tagging via
      • #tag syntax—Twitter-style hash tags
        • Create the label automatically if not used and permission allowed
      • :tag syntax
        • Ignored if not matched
      • +:tag create the tag, same as #tag
  • Editing Status Posts
    • Click on the post time to get to single entry view
    • All article tools work, e.g. edit, tag, collect, comment, erase.
  • Project Management
    • 3:45 PM – 4:45 PM
  • Setup
  • Activating PM in the 5.1 Pre-Release
    • In the current 5.1 preview, access to PM features is granted to groups by configuring the PM Prototype plug-in
    • You must also specify a user whose permissions will be used for importing data into the database
  • Assign Space Members
    • You can use a permissions group to designate the members of a space
    • Smaller set of people makes assignment faster
    • Members listed on space dashboard
  • Model
  • Tasks
    • Can be assigned to zero or more people
    • Status indicated by To Do and Done tags
    • Priority indicated by P1 , P2 , P3 , P4 tags
    • Additional tags indicate detailed status, e.g. New , Open , Unreproducible , Cancelled
    • Estimate indicates how much time expected, in days
    • Duration indicates how much time spent so far
  • Milestones
    • Date is optional
    • Tasks tied to the milestone inherit the the Milestone’s date by default
    • If a task has its own date, the task’s date overrides the milestone’s date
    • Status indicated by To Do and Done tags
    • Milestones marked Done are hidden
  • Projects
    • Can have Owners and Members
    • Status indicated by To Do and Done tags
    • Projects marked Done are hidden
    • Can have shared documents, discussion
  • Space
  • Demonstration