Charlotte SPUG - Planning for MySites and Social in the Enterprise

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Charlotte SPUG - Planning for MySites and Social in the Enterprise

  1. 1. Planning for MySites and Social Features in the Enterprise Charlotte SharePoint User Group Mike Oryszak November 17th, 2010
  2. 2. • Principal Consultant with Intellinet • Microsoft SharePoint Server MVP • Dev and Architect with MS stack since 1996 • Working with SharePoint since 2002 • Raleigh-Durham, NC Area since 1998 About Me
  3. 3. • Architecture and Feature Overview • Planning for Deployment • Planning for User Profiles • Approaches to Governance Session Overview
  4. 4. ARCHITECTURE AND FEATURE OVERVIEW Planning for MySites and Social Features in the Enterprise
  5. 5. • Two sections – Shared MySite Host – Personal Site Collection • Shared Host Includes – Newsfeed – User Profile Pages • Personal Site Collection – “My Content” • Can Include Targeted Links Architecture and Feature Overview
  6. 6. • Aggregated List of Events – Profile Changes – Anniversaries – Birthdays – Blog Posts – Tagged Items – Status Messages • Settings Personalized – Subscribe to Events Architecture and Feature Overview Newsfeed
  7. 7. • Bio Info • Organization Browser • Extended Profile • Content Authored • Note Board • Colleague List Architecture and Feature Overview User Profiles
  8. 8. • Personal Site Collection – User is the Owner – Personal & Shared Content – Can Create Sub-Sites – Great “home base” Architecture and Feature Overview My Content Site
  9. 9. PLANNING FOR DEPLOYMENT Planning for MySites and Social Features in the Enterprise
  10. 10. • Always Deploy MySite Host – My Site Host Site needed to support User Profiles – Set User Permissions to: • Allow Personalized Features • Allow Provisioning of My Content site • Allow Social Features • Without MySite Host – Cannot view User Profiles – Social Features only partially functional Recommendation: Deploy MySite Host and set appropriate permissions. Planning for Deployment MySite Host Configuration
  11. 11. • Decide Where to Configure MySite Host • Dedicated Web Application – Segment Personal from Intranet and Collaboration Sites • Provides better scalability • Dedicated Content Database(s), can be restored separately • Apply different Policies • Within Existing Web Application – Very small number of users (under 25 users) – User Profiles only, limited or no My Content sites – With Custom Auth to prevent additional Auth request Recommendation: Plan ahead and separate unless requirements dictate it is on the Shared Web App. Planning for Deployment MySite Host Location
  12. 12. • Calculate Potential Site Collection and storage numbers – # Users = # of Potential Site Collections – # Users * Quota = Potential Space Requirements • Consider Impact on Servers and Database – Allocate multiple Content Databases Planning for Deployment MySite Capacity Planning
  13. 13. • My Content Sites - Minimize Customizations – Maintaining customizations difficult across n site collections – Use Feature Stapling if needed, avoid Custom Site Defs • User Profiles – Easier to customize since shared by all users • Limitations – Turning some features off can be difficult (ex. User Status) – Privacy Policies Pre-Set Planning for Deployment MySite Customization
  14. 14. • Share Services Between Farms – Can centralize User Profiles in Multi-Farm Global Deployment – Can specify multiple MySite Host Locations with targeting • Segment User Profiles – Can provision additional User Profile Service Applications • Internal versus External users • Segment by organizational boundaries Planning for Deployment - Advanced Multiple Farms or Groups of Users
  15. 15. PLANNING FOR USER PROFILES Planning for MySites and Social Features in the Enterprise
  16. 16. • Attributes – @60 Out of the box attributes – Can define custom attributes for your organization – Makes finding people easier – Highly Configurable • User Editable • Show on Profile • Show on Edit Form • Show in Newsfeed • Privacy Policy Recommendation: Define attributes that describe and support your organization and processes. Planning for User Profiles Custom Attributes
  17. 17. • Privacy Controls – Defines who can see what; – Default Global Policies – User Override – Standard Levels (not customizable) • Only Me • My Manager • My Team • My Colleagues • Everyone Recommendation: Be mindful of sensitive data (pay grades) but as open and transparent as possible. Planning for User Profiles Privacy Policies
  18. 18. • Leverage Existing Systems – Create a comprehensive profile with attributes from each system – Continue to manage attributes in the Source Systems • Source Options – Active Directory – BCS calling Custom DB or Line of Business System • Example: – Active Directory for core attributes – HR System for Position and Education Info – Learning Management System for Training and Certifications Planning for User Profiles Profile Synchronization
  19. 19. • Can Provide Be Leveraged in Workflow Processes – Centrally maintained, not process dependent – Key attributes like: • Manager • Delegation • Division • Department • Approval Budget – Fully accessible via the API and Web Services for use in other systems Planning for User Profiles Support Business Processes
  20. 20. APPROACHES TO GOVERNANCE Planning for MySites and Social Features in the Enterprise
  21. 21. • Leverage or Reference other Appropriate Use Policies – Information, Email and Internet Use Policies • Match to organization’s maturity – Harassment incidents, IM or Social Networking abuse? • Strike balance appropriate balance to build teams and support collaboration • Make the policy accessible Approaches to Governance Appropriate Use Policies
  22. 22. • Provide a mechanism to report violations • Allow the community to self-police as much as possible • Take action for any valid incidents and reinforce expectations Approaches to Governance Enforcement
  23. 23. • Administrators can find (and delete) Tags and Notes – By User – By URL – By Keyword Approaches to Governance Monitoring Tags and Notes
  24. 24. • Focus on Business… – New Products, Industry News and Reports – Keep employees informed and connected • Support Social Interactions – New Baby, promotion, softball league – Strong social ties enhances collaboration and engagement • Allow Creativity – Support creativity and expressiveness within reason – Some employees are clowns or jesters • Employees Already Using Social Tools – Already using tools like LinkedIn, Facebook, Twitter – These other tools cannot be fully monitored Approaches to Governance Setting the Tone
  25. 25. • Large Enough to Be Useful • Compare to Shared Drive Quotes – Groups used to strict quotas adapt easier • Considered Tiered Quotas – Personal – 75mb – Personal Plus – 150mb – Executive -300mb • Balance User Needs with Maintainability and current storage availability. Approaches to Governance Quota Management for My Content
  26. 26. WRAP-UP Planning for MySites and Social Features in the Enterprise
  27. 27. • TechNet – User Profile Service Overview – http://technet.microsoft.com/en-us/library/ee662538.aspx • User Profiles – Creating Custom Properties – http://nextconnect.blogspot.com/2010/06/user-profiles-creating-custom.html • User Profiles – Driving Business Process – http://nextconnect.blogspot.com/2010/06/user-profiles-driving-business-process.html • My Site Provisioning Methods – http://nextconnect.blogspot.com/2010/03/mysite-provisioning-methods.html • Configuring Social Aggregation Jobs – http://nextconnect.blogspot.com/2010/06/configuring-sharepoint-2010s-social.html • Social Computing Posts – http://nextconnect.blogspot.com/search/label/Social%20Computing Additional Resources
  28. 28. Questions?
  29. 29. Contact Info • Blog - http://nextconnect.blogspot.com • Twitter - @Next_Connect • Email – nextconnect@live.com • LinkedIn - http://www.linkedin.com/in/michaeloryszak

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