Everything You Need To Know AboutSharePoint’s Social Capabilities                        Presented By: Richard Harbridge  ...
Who am I?                                      Boston                                    Washington#SPSocial @RHarbridge
SPTechCon                        The SharePoint                        Technology Conference#SPSocial @RHarbridge
Our Goal Today…               From Here   To Here#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
Connecting Value                      To SharePoint                     Social Features#SPSocial @RHarbridge
What is the     Value?
•   Lowers Cost Of Sharing &    Organizing Information•   Reduces Organizational Barriers•   Improves Business Agility•   ...
•   Improve Search Relevance•   Improve Content Authority•   Add Further Contextual Relevance•   Provide Additional Ways T...
Sites     Composites            Communities      Insights               Content                  SearchNot Just Communitie...
Social Feedback Leads To Better                  Procedures?  Why Leveraging SharePoint Blog Features for News is a Great ...
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
Social SharePoint Options                  Extending                        Complimenting                        Supplemen...
SharePoint Social                 Feature Exploration#SPSocial @RHarbridge
WIKIS, BLOGSAND DISCUSSIONSDEMONSTRATION
SharePoint 2010 Wiki CapabilitiesSharePoint Server: Enterprise Wiki Site Template – built onSharePoint Publishing infrastr...
Blogs…  • The gist of it:      • Blog posts auto listed in activity feed.      • Consistent and improved rich text editor....
MY SITES, PROFILES,PICTURES AND ACTIVITIES    DEMONSTRATION
My Site Components#SPSocial @RHarbridge
Tip: Update MySite Top Navigation    1. As a site admin of the MySiteHost site collection, follow these steps:    2. Visit...
Tip: SharePoint Magnifies Issues                        Active Directory                        Not Up To Date?#SPSocial @...
Tip: Plan User Profile Properties    Property Name        Example: Region Name    Source               Example: System XYZ...
Tip: Profile Pictures    • Architecture       • Central picture library          • http://<mysitehost>/UserPhotos/       •...
Property Tags and Knowledge Mining    Where are the tags?         •Outlook 2010 {Sent Items}         •Sharepoint Server 20...
How does Knowledge Mining Work?          Analysis on Client              Consent at Client                 Consent at Serv...
TAGS, NOTES AND RATINGS    DEMONSTRATION
Tags, Notes and Ratings     • Social Tags, Notes and Ratings       • Helps categorize, annotate, promote and help         ...
Tags, Notes and Ratings     • Tags:       • Social Bookmarks (Such as I Like It)       • Basically just Keywords tied to d...
Tags, Notes and Ratings                                  Tags                           Notes                   Ratings   ...
A Behind The Scenes Look                                                                                        New in    ...
Permission Controlled from                  Central Admin     • You can specify which users can use social       features....
PEOPLE SEARCHDEMONSTRATION
My Favorite Social Search Slide?    Refine by query    type, and many      other pivots            Phonetic and nickname  ...
The “Stuff” in MySites for Search#SPSocial @RHarbridge
Organizational Browser     • A simple way of ‘searching’ we can’t forget.     • Key Point: Uses Manager field from AD.#SPS...
Better User Profiles = Better Search      • Encourage users to have photos and update        profile information      • Tu...
Leveraging the Managed Metadata     Service for better People Search                        • Out of box:                 ...
Improving Relevancy      Search click through behavior improves relevance ranking      Query suggestions mined from sear...
Search Is Already Social#SPSocial @RHarbridge
Search Suggestions#SPSocial @RHarbridge
Search Best Bets & Keywords  Tip: Search Keywords & Best Bets Can Be  Used To Deterministically Result In a Person#SPSocia...
Implementing An Effective             SharePoint Social Strategy#SPSocial @RHarbridge
Social Roll Out#SPSocial @RHarbridge
My Sites & Profile Roll Out      Phase 1                                   Basic Profile                                  ...
Social Feature Roll Out     Phase 1 Phase 2 Phase 3      Less Than 50% Profiles Populated   Less Than 75% Profiles Populat...
Map To Business Objectives                               Direct Relationship               Indirect Relationship        ...
Profile Sprawl Challenge?#SPSocial @RHarbridge
No Anonymity In The Enterprise?#SPSocial @RHarbridge
Keyword Sprawl Challenge?#SPSocial @RHarbridge
Discipline and Processes#SPSocial @RHarbridge
Samples of What to Measure    –   Number of completed user profiles    –   Number of connections per user    –   Cross pos...
SharePoint Social Maturity                                              Tagging                                           ...
Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbrid...
Business                        Tips and Tricks#SPSocial @RHarbridge
Brand Your Social Roll Out      We Make Things Happen   What follows are potential ‘Social’ Slogan                        ...
Scope of Training     •Trained To Lead By                              •Trained To Promote      Example                   ...
Opportunistic Driven Learning                  Training Should Follow “Just In Time & Just Enough”#SPSocial @RHarbridge   ...
Support Updates Objectives/Priorities Site Classification and Platform Classification Site Provisioning Process/Questio...
Support Updates User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Poli...
Multiple Tiers for Escalation                        (You can’t know everything)                                          ...
Measure Support                        Learn and use data to be proactive.#SPSocial @RHarbridge
Planning for Privacy       •Who can social tag/bookmark?          Define an acceptable use policy       •What happens when...
Remember you can Manage Tags     • In Central Admin you can search and manage       all tags of a user, or those that spec...
Tip: Plan For User Adoption#SPSocial @RHarbridge
Encourage Community Adoption           With Best Practices • Start small • Select, support, and nurture your champions    ...
Differences Between Teams and Communities                                    Community     Team               Community#SP...
HR & Legal Considerations             For Social Strategies#SPSocial @RHarbridge
Examples Of Social Disputes    •    The National Labor Relations Board is to consider whether         a medical-transporta...
Examples Of Social Disputes    • A worker file a sexual-harassment suit after a      manager repeatedly tries to "friend" ...
Examples Of Social Disputes    • A worker downloads an Industry Report and      publishes it on their MySite without the  ...
Causes For Disputes    •    Defamation (and false light family of claims)    •    Privacy (sharing private facts, HIPPA vi...
Privacy Laws#SPSocial @RHarbridge
Social Media Policy?    • You should have one for external use.      • It’s recommended you use a comprehensive         te...
Incident Reports      An incident report or accident report is a form that is filled out in order to      record details o...
Photo Sharing?    • Can the company share Christmas party photos?      • Can an individual? On their mysite?    • Does the...
MySites    • Is The Organization Responsible For Documents On      Users Desktops?    • What Privacy Rules Must Be Upheld?...
Wikis, Blogs, Discussion Boards,            Notes, & Status Updates     • What are the records management rules around…   ...
User Profiles    • Properties (Legal Considerations)      • Job Title Property      • Can Users Update Their Own Informati...
Social Technology                     Vendors & Tools#SPSocial @RHarbridge
SharePoint Social Vendors  HiSoftware Compliance Sheriff for Social  Computing and Collaboration Compliance  Social Sites ...
Technical                        Tips and Tricks#SPSocial @RHarbridge
Activity Feed • Extensible Enterprise Activity Feed    • It has a Web part    • It uses a Atom 2.0 feed • Two types    • C...
Profile Pictures     • Upgrade from O12         • Update-SPProfilePhotoStore     • Sync up to AD         • Bootstrap the p...
Scale?    • Enterprise Wiki pages (like all pages in Publishing)      support output caching        • Feature leveraged fr...
Development On Wikis?   • Add new wiki page types        • Build on the wiki page content type            • Example: Lesso...
User Profiles  • Configure Write Back to AD    • It’s easy and can be controlled via what        property the user is allo...
Activity Feed Architecture                                                                            Social DB           ...
Feed Readers    • Tip: Enable Activity Feed Timer Job (Not Enabled      By Default)    •   Verify that you have the follow...
Activity Feed Extensibility    • Activity Application       • “CRM”    • Activity Type       • “New Meeting”    • Activity...
Sub Types basically allow us to create separate     ‘user’ types, each with their own properties.     (As well as all the ...
Organizations can represent…     • Divisions     • Departments (or Functional Areas)     • Legal Entities (if it’s a multi...
An Example:                             Microsoft                          Platforms,                         Entertainmen...
The down side…     • There is no UI or End User Functionality       tied to this… yet.     The up side…     • Development ...
SharePoint Social Architecture                                                                                            ...
• Mid-tier Cache 256 MB by default (configurable)         • Optimized for “Most Used” (not most recently used)           p...
User Profile: Storage ArchitectureUser Profile DBProfile and Activity FeedSocial Data DBTags, Keywords, Comments, Bookmark...
Setting up Profile Synchronization#SPSocial @RHarbridge
Editing Filters on Connections#SPSocial @RHarbridge
Profile Synchronization Architecture                                                                               AD     ...
User Profile: Synchronization Tips• User Profile Synchronization is a service, like any other and needs  to be explicitly ...
User Profile: Synchronization Tips  • Get started with the Users-only option for the first full    sync, run incremental w...
Social: SQL Tuning Tips    • Disk Configuration, RAID array with multiple      spindles - OS, Database & DB log files on  ...
Scale Considerations & Planning    • Database Scale        • 2 million user profiles with social features        • 600 mil...
Scale – DB Sizing Tips                   Rows       Total   Data   Index                  (million)   (GB)    (GB)    (GB)...
Performance    • Latency Targets        • Over LAN: 2 sec for first time, 1 sec for later visits        • Over WAN: 5 sec ...
Federation and Replication        Social Tags       Profiles          Sync                Social Tags       Profiles      ...
Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbrid...
Metavis Webinar 2012 - Everything You Need To Know About SharePoints Social Capabilities
Metavis Webinar 2012 - Everything You Need To Know About SharePoints Social Capabilities
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Metavis Webinar 2012 - Everything You Need To Know About SharePoints Social Capabilities

  1. 1. Everything You Need To Know AboutSharePoint’s Social Capabilities Presented By: Richard Harbridge #SPSocial @RHarbridge#SPSocial @RHarbridge
  2. 2. Who am I? Boston Washington#SPSocial @RHarbridge
  3. 3. SPTechCon The SharePoint Technology Conference#SPSocial @RHarbridge
  4. 4. Our Goal Today… From Here To Here#SPSocial @RHarbridge
  5. 5. #SPSocial @RHarbridge
  6. 6. #SPSocial @RHarbridge
  7. 7. Connecting Value To SharePoint Social Features#SPSocial @RHarbridge
  8. 8. What is the Value?
  9. 9. • Lowers Cost Of Sharing & Organizing Information• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation
  10. 10. • Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To Find Content
  11. 11. Sites Composites Communities Insights Content SearchNot Just Communities… Leveraged Everywhere
  12. 12. Social Feedback Leads To Better Procedures? Why Leveraging SharePoint Blog Features for News is a Great Idea#SPSocial @RHarbridge
  13. 13. #SPSocial @RHarbridge
  14. 14. #SPSocial @RHarbridge
  15. 15. #SPSocial @RHarbridge
  16. 16. #SPSocial @RHarbridge
  17. 17. #SPSocial @RHarbridge
  18. 18. #SPSocial @RHarbridge
  19. 19. #SPSocial @RHarbridge
  20. 20. #SPSocial @RHarbridge
  21. 21. #SPSocial @RHarbridge
  22. 22. #SPSocial @RHarbridge
  23. 23. Social SharePoint Options Extending Complimenting Supplementing Replacing Ignoring/Locking Down When are people going beyond SharePoint for Social Functionality? How To Lock Down SharePoint’s Social Features#SPSocial @RHarbridge
  24. 24. SharePoint Social Feature Exploration#SPSocial @RHarbridge
  25. 25. WIKIS, BLOGSAND DISCUSSIONSDEMONSTRATION
  26. 26. SharePoint 2010 Wiki CapabilitiesSharePoint Server: Enterprise Wiki Site Template – built onSharePoint Publishing infrastructure SharePoint Foundation: Page Templates Categories Team Sites with Web Edit (Content Types & Page (Managed Metadata) Layouts) Easy page editing Ratings Social Tags & Notes (Web Analytics) (Social Store) Wiki-linking with auto-complete Customizable Scalable (Master Pages & CSS) (Output Caching) Cross-browser Rich Text Editor#SPSocial @RHarbridge
  27. 27. Blogs… • The gist of it: • Blog posts auto listed in activity feed. • Consistent and improved rich text editor. • Live preview and ability to launch blog program from ribbon. • Team blogs as well as individual blogs. • Personal blog can be linked to mysite. • Improved navigation OOTB for blog sites. • “About this blog” content area. • No HTML or silverlight/media #SPSocial @RHarbridge
  28. 28. MY SITES, PROFILES,PICTURES AND ACTIVITIES DEMONSTRATION
  29. 29. My Site Components#SPSocial @RHarbridge
  30. 30. Tip: Update MySite Top Navigation 1. As a site admin of the MySiteHost site collection, follow these steps: 2. Visit any page under the MySiteHost (like <mysitehost>/person.aspx) and click Site Actions --> Site Settings 3. Click on “Top link bar” under the “Look and Feel” section to add, remove, edit or reorder the links. 4. Add a link back to the Portal (or any site collection that might redirect users to the MySiteHost.#SPSocial @RHarbridge
  31. 31. Tip: SharePoint Magnifies Issues Active Directory Not Up To Date?#SPSocial @RHarbridge
  32. 32. Tip: Plan User Profile Properties Property Name Example: Region Name Source Example: System XYZ Editable By Users Example: Editable By Users Privacy Example: Everyone Required or Optional Example: Optional User Profile Property Planning Worksheet#SPSocial @RHarbridge
  33. 33. Tip: Profile Pictures • Architecture • Central picture library • http://<mysitehost>/UserPhotos/ • Resized three ways • 32x32 (for use in SharePoint) • 48x48 (for AD and client apps) • 96x96 (for Profile page) • Picture picker • Customizable and replaceable • Can support your policy and picture store#SPSocial @RHarbridge
  34. 34. Property Tags and Knowledge Mining Where are the tags? •Outlook 2010 {Sent Items} •Sharepoint Server 2010 Control and Consent 1. Auto find and publish to MySite to use {Least Conservative} 2. Don’t Analyze Email {Most Conservative} Office Resource Kit {http://blogs.technet.com/office_resource_kit/} 3. Analyze and upload (user consent at client) Outlook ->Options ->Advanced 4. Consent on suggestions (user consent at server)#SPSocial @RHarbridge
  35. 35. How does Knowledge Mining Work? Analysis on Client Consent at Client Consent at Server Index on Server Queried on Server and Client#SPSocial @RHarbridge
  36. 36. TAGS, NOTES AND RATINGS DEMONSTRATION
  37. 37. Tags, Notes and Ratings • Social Tags, Notes and Ratings • Helps categorize, annotate, promote and help retrieval of relevant links • Applies to any URL, inside or outside of SharePoint with bookmarklet • Independent of write-permissions (go readers!) • Primary mechanism for promoting documents and web pages to the newsfeed • At the very basic level it has 3 parts to it • Person, URI, Feedback • SECURITY TRIMMING STILL IN EFFECT#SPSocial @RHarbridge
  38. 38. Tags, Notes and Ratings • Tags: • Social Bookmarks (Such as I Like It) • Basically just Keywords tied to data… • Tag Cloud • Depicts the most popular tags. • Tag Profiles: • Tag Profiles show sites, docs, items, people that have been tagged with a term. • Tag Profiles also show a list of community members and any discussions or postings that appear on the communities note board.#SPSocial @RHarbridge
  39. 39. Tags, Notes and Ratings Tags Notes Ratings Description Keyword bookmarking Short comments (<3000 5-Star Ratings characters) Web part/control No Yes Yes Discover content by Both Colleagues Colleagues colleague or keyword Web pages, List Items, Yes Yes Yes Documents Doc Library/List Sort and Yes (Doc authors only, No Yes Filter requires enterprise keywords field) Indexed by Search Yes No Yes Bookmark-let for Yes Yes No external or non- SharePoint pages Enterprise taxonomy Yes No No management In Office 2010 Client Yes (Doc authors only, Yes No requires enterprise keywords field)#SPSocial @RHarbridge In Office Web Apps Yes Yes No
  40. 40. A Behind The Scenes Look New in 2010 Social Profiles Sync Feedback Profile Service Profile Service Synchronization Instance Instance Web Front End#SPSocial @RHarbridge
  41. 41. Permission Controlled from Central Admin • You can specify which users can use social features. • You can specify which users can have MySites. This allows you to roll it out slowly and to targeted groups who receive training/support.#SPSocial @RHarbridge
  42. 42. PEOPLE SEARCHDEMONSTRATION
  43. 43. My Favorite Social Search Slide? Refine by query type, and many other pivots Phonetic and nickname matching Sort by relevance, name or social distance Vanity search Improved result Recently authored layout and hit- content highlighting#SPSocial @RHarbridge
  44. 44. The “Stuff” in MySites for Search#SPSocial @RHarbridge
  45. 45. Organizational Browser • A simple way of ‘searching’ we can’t forget. • Key Point: Uses Manager field from AD.#SPSocial @RHarbridge
  46. 46. Better User Profiles = Better Search • Encourage users to have photos and update profile information • Turn on ‘knowledge mining’ and encourage users to publish suggested keywords • Setup connection to Managed Metadata Service Application • Add custom profile properties#SPSocial @RHarbridge
  47. 47. Leveraging the Managed Metadata Service for better People Search • Out of box: • Responsibilities, Interest, Skills, Schools, are all taxonomy properties • Automatic refinement on relevant pivots • Extensibility Opportunity • Adding a new taxonomy property to the profile store#SPSocial @RHarbridge
  48. 48. Improving Relevancy  Search click through behavior improves relevance ranking  Query suggestions mined from search logs help users execute better queries  Social definitions expose acronyms  Social tagging improves search Search Quality Confidence#SPSocial @RHarbridge Usage
  49. 49. Search Is Already Social#SPSocial @RHarbridge
  50. 50. Search Suggestions#SPSocial @RHarbridge
  51. 51. Search Best Bets & Keywords Tip: Search Keywords & Best Bets Can Be Used To Deterministically Result In a Person#SPSocial @RHarbridge
  52. 52. Implementing An Effective SharePoint Social Strategy#SPSocial @RHarbridge
  53. 53. Social Roll Out#SPSocial @RHarbridge
  54. 54. My Sites & Profile Roll Out Phase 1 Basic Profile Import Phase 2 MySites Piloted Profiles Implemented Photos Updated Phase 3 MySites Globally Deployed Custom Profile Fields From Central Source Profile Fields Users Can Edit Profiles Phase 4 MySites Customized Integrated With LOB Data Profile Data With Write Back To AD Presentation Customized#SPSocial @RHarbridge
  55. 55. Social Feature Roll Out Phase 1 Phase 2 Phase 3 Less Than 50% Profiles Populated Less Than 75% Profiles Populated Close to 100% Profiles Populated Notes and Status Updates Notes & Status Updates Used Notes & Status Updates Infrequently Used Frequently By Early Adopters Considered Cultural Norm Community Sites Globally Communities Extended To Community Sites Piloted Deployed External Participants Wiki Spaces Extended To External Wikis Piloted Wiki Sites Globally Deployed Participants Leadership Blogs Piloted Department Blogs Deployed Personal Blogs Deployed Discussion Boards Globally Discussion Boards Leading To New Discussion Boards Piloted Deployed Innovation Or Cost Savings Tags & Notes Infrequent (Usage Tags & Notes Adopted (Usage Tags & Notes (Expected) Low) High) Ratings Piloted On Knowledge Knowledge Base Initiating New Knowledge Base Podcasting & Base Procedures/Policies Media#SPSocial @RHarbridge
  56. 56. Map To Business Objectives  Direct Relationship  Indirect Relationship Have Highly Leadership Provide Highlight Customer Support Effective Supporting Personally Positive Exceptional Transparent Acquisitions Decision Community Engaging w/ Work Culture People Support Making Customers Internal Social Collaboration      User Profiles  Personal MySites   Internal Social Networking      Communities Of Interest     Communities Of Practice      External Social Authoring     Social CRM    #SPSocial @RHarbridge
  57. 57. Profile Sprawl Challenge?#SPSocial @RHarbridge
  58. 58. No Anonymity In The Enterprise?#SPSocial @RHarbridge
  59. 59. Keyword Sprawl Challenge?#SPSocial @RHarbridge
  60. 60. Discipline and Processes#SPSocial @RHarbridge
  61. 61. Samples of What to Measure – Number of completed user profiles – Number of connections per user – Cross posting of blogs, subscriptions to RSS and other feeds – Average number of participants with Wikis (also look at distribution – Wikis with most participants vs. universe of wikis) – Effective use on major projects – Reduction in e-mail (generally, on specific topics, corporate noise) – Range of adoption (departments, topics) – Does a new policy or idea get adopted easier? – Search metrics: fewer similar queries=right information faster#SPSocial @RHarbridge
  62. 62. SharePoint Social Maturity Tagging 5 Instant Messaging Notes / Discussions 4 3 2 Microblogging & Activities Rating 1 0 Blogging People Profiles Wikis MySites *Super Simplified#SPSocial @RHarbridge People Search
  63. 63. Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@RHarbridge.com Resources: 700+ SharePoint IA Slides at.. PracticalIntranet.com 130+ SharePoint Standards at.. SPStandards.com 15 Pages of Important Questions at.. SharePointDiagnostics.com#SPSocial @RHarbridge
  64. 64. Business Tips and Tricks#SPSocial @RHarbridge
  65. 65. Brand Your Social Roll Out We Make Things Happen What follows are potential ‘Social’ Slogan Additions (based on “We Make Things Happen”): “When we work together.” “Keep up with them using COMPANYXYZ Social.” “Be a part of them with COMPANYXYZ Social.” “Share them on COMPANYXYZ Social.” “Be involved in creating them on COMPANYXYZ Innovate”#SPSocial @RHarbridge
  66. 66. Scope of Training •Trained To Lead By •Trained To Promote Example Best Practices •Trained To Make And Around Specific Enforce Decisions Focus Areas Center of Executives Excellence Business Employees Units •Trained To Create •Trained To Leverage Knowledge And Social Collaboration, Practice Networking And Media#SPSocial @RHarbridge
  67. 67. Opportunistic Driven Learning Training Should Follow “Just In Time & Just Enough”#SPSocial @RHarbridge Image from Paul Culmsee
  68. 68. Support Updates Objectives/Priorities Site Classification and Platform Classification Site Provisioning Process/Questionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)…#SPSocial @RHarbridge
  69. 69. Support Updates User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management#SPSocial @RHarbridge SharePoint Standards Online
  70. 70. Multiple Tiers for Escalation (You can’t know everything) Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help#SPSocial @RHarbridge
  71. 71. Measure Support Learn and use data to be proactive.#SPSocial @RHarbridge
  72. 72. Planning for Privacy •Who can social tag/bookmark? Define an acceptable use policy •What happens when the employee leaves? •Security trimming of tags ON or OFF Pluggable architecture allows definition of rules and back ends Define how to handle non-SharePoint and external sites Only Indexed sites can be trimmed out-of-the- box •Activity Feed Repercussions#SPSocial @RHarbridge
  73. 73. Remember you can Manage Tags • In Central Admin you can search and manage all tags of a user, or those that specific words. • This means you can create and actively perform governance and control/resolutions.#SPSocial @RHarbridge
  74. 74. Tip: Plan For User Adoption#SPSocial @RHarbridge
  75. 75. Encourage Community Adoption With Best Practices • Start small • Select, support, and nurture your champions – Funding for “strategic” champions – Champions training • Seed communities with content/structure • Establish guidelines for etiquette • Watch out for corporate policy/governance • Don’t neglect usability#SPSocial @RHarbridge
  76. 76. Differences Between Teams and Communities Community Team Community#SPSocial @RHarbridge80 © 2009 PTC
  77. 77. HR & Legal Considerations For Social Strategies#SPSocial @RHarbridge
  78. 78. Examples Of Social Disputes • The National Labor Relations Board is to consider whether a medical-transportation company illegally fired a worker after she criticized her boss on Facebook. The agency’s first complaint linked to social media. If this had been on a social technology in the workplace would it still be an issue? • Employees sued a restaurant company when they were dismissed after managers accessed a private MySpace page the employees had set up. If this was after accessing private folders on their desktop? Their SharePoint MySite?#SPSocial @RHarbridge
  79. 79. Examples Of Social Disputes • A worker file a sexual-harassment suit after a manager repeatedly tries to "friend" her on Facebook. What if the manager was using the SharePoint note board on her profile page? • An applicant accuses a company of reneging on a job offer after learning of their religious affiliation on Twitter. If an employee shares their religious views and opinions on their personal profile, or wants to create a community of interest based on religion what is the companies response?#SPSocial @RHarbridge
  80. 80. Examples Of Social Disputes • A worker downloads an Industry Report and publishes it on their MySite without the appropriate legal right to distribute the content. • Within a Status Update a secretary exposes confidential information about a senior executive meeting.#SPSocial @RHarbridge
  81. 81. Causes For Disputes • Defamation (and false light family of claims) • Privacy (sharing private facts, HIPPA violations) • Interference With Business Relations • Negligence (assuming duty, not following through) • Contract (ending up in an enforceable agreement) • Trademark (confusing consumers about a brand) • Copyright (using/sharing something not yours) • Sexual Harassment (unwanted postings) • Discrimination (especially as to hiring practices)#SPSocial @RHarbridge
  82. 82. Privacy Laws#SPSocial @RHarbridge
  83. 83. Social Media Policy? • You should have one for external use. • It’s recommended you use a comprehensive template (there are many online and they are extremely inexpensive). • You should have one for internal use. • This policy should mention or refer to… • Discrimination Policies • Sexual Harassment Policies • Computer Security and Acceptable Use Policies • Intellectual Property Policies#SPSocial @RHarbridge
  84. 84. Incident Reports An incident report or accident report is a form that is filled out in order to record details of anTerms? In SharePoint unusual event that occurs at the facility, such as an injury to a patient. The purpose of the incident report is to document the exact details of the occurrence while they are fresh in the mindsSharePoint use If something unusual happens as a result of of those who witnessed be documented with as much detail as possible it must the event. while it’s still fresh in the minds of those who were participants or effected. If action (especially disciplinary) is taken as a result of an incident; information leading to the decision (including risks) and how efficacy (success) will be monitored must be retained.#SPSocial @RHarbridge
  85. 85. Photo Sharing? • Can the company share Christmas party photos? • Can an individual? On their mysite? • Does the organization need a photo release form? • What About MySite Photos? • How will these be managed? • Approved? • How will these be populated? • Do photos already exist of many staff members?#SPSocial @RHarbridge
  86. 86. MySites • Is The Organization Responsible For Documents On Users Desktops? • What Privacy Rules Must Be Upheld? • What are the RM policies for these files? • Retention? • Disposition? • Are there specific provisioning policies that must be put into place before a user can have a MySite?#SPSocial @RHarbridge
  87. 87. Wikis, Blogs, Discussion Boards, Notes, & Status Updates • What are the records management rules around… • Wiki Content? • Blog Content? • Comments? • Discussion Board Content? • Note Content? • Status Update Content?#SPSocial @RHarbridge * Notes & Status Updates Have No OOTB Auditing Or Information Policies.
  88. 88. User Profiles • Properties (Legal Considerations) • Job Title Property • Can Users Update Their Own Information? • What Information Can Be Shared? • What Information Must Be Opt In? • In Other Words: What Information Can’t We Auto or Pre Populate? • What Should The Default Privacy Settings Be? • What Records Management Rules Must User Profiles Adhere To? • Retention (Info Policies, Version Control etc)#SPSocial @RHarbridge
  89. 89. Social Technology Vendors & Tools#SPSocial @RHarbridge
  90. 90. SharePoint Social Vendors HiSoftware Compliance Sheriff for Social Computing and Collaboration Compliance Social Sites For SharePoint KwizCom WikiPlus, Ratings and More Lightning Tools SharePoint Forum AskMe For SharePoint#SPSocial @RHarbridge
  91. 91. Technical Tips and Tricks#SPSocial @RHarbridge
  92. 92. Activity Feed • Extensible Enterprise Activity Feed • It has a Web part • It uses a Atom 2.0 feed • Two types • Consolidated – Activities from everything you track http://<mysitehost>/_layouts/activityfeed.aspx?consolidated=true • Published – My activities http://<mysitehost>/_layouts/activityfeed.aspx?publisher=<accountna me>#SPSocial @RHarbridge
  93. 93. Profile Pictures • Upgrade from O12 • Update-SPProfilePhotoStore • Sync up to AD • Bootstrap the pictures if already in AD • Write back to AD, if configured • Outlook and OCS use Pictures in AD • OAB size • Work with your AD/IdM counterparts#SPSocial @RHarbridge
  94. 94. Scale? • Enterprise Wiki pages (like all pages in Publishing) support output caching • Feature leveraged from publishing infrastructure#SPSocial @RHarbridge
  95. 95. Development On Wikis? • Add new wiki page types • Build on the wiki page content type • Example: Lesson Learned -> Functional Area -> Taxonomy Field Control on Page etc. • Add page layouts • Change the default page layout • Enterprise Wiki fully extensible through SPD • You don’t have to use Visual Studio#SPSocial @RHarbridge
  96. 96. User Profiles • Configure Write Back to AD • It’s easy and can be controlled via what property the user is allowed to update. • Leads to more relevant and accurate user information. • Show a picture of your users in Outlook via the Social Connector • Improves profile fill rate, improves engagement, and adds considerable discovery value. • Filter Out Inactive Users (On Import etc)#SPSocial @RHarbridge
  97. 97. Activity Feed Architecture Social DB Gatherer WebPart, (Timer Job) Object Model Injection & Atom User Profile DB: OM User Profile DB: Activity Feed Change Log Consolidated Multi-cast or Uni-cast Published Your Gatherers Example: CRM Gatherer#SPSocial @RHarbridge
  98. 98. Feed Readers • Tip: Enable Activity Feed Timer Job (Not Enabled By Default) • Verify that you have the following administrative credentials: • To configure timer jobs, you must be a member of the Farm Administrators group on the computer running the SharePoint Central Administration Web site. • In SharePoint Central Administration, click Monitoring and then click Review job definitions. The Job Definitions page opens. • In the View list, select Service. The Service list appears. • If the Service list does not display User Profile Service, click Change Service. The Select Service page opens. Use the arrows in the upper-right corner to locate User Profile Service and then click it. The Job Definitions page updates with the User Profile Service jobs. • Click the activity feed job for the User Profile service application that you created in the prerequisites section of this task. The job name is in the format User_Profile_Service_name - Activity Feed Job, where the User Profile Service name is the name that you specified for your User Profile service application. The Edit Timer Job page opens. • In Recurring Schedule, select the interval that you want the job to run. Available intervals are Minutes, Hourly, Daily, Weekly, and Monthly. Selecting a shorter interval, such as Minutes or Hourly, ensures that activities appear on users My Site newsfeeds more frequently. However, it can also place a heavy load on the system depending on how many activities are available. Selecting a longer interval, such as Daily, Weekly, or Monthly reduces the number of times the job runs and processes feeds. However, it also means that users receive less frequent updates to activities in their newsfeeds. • Click Enable. • Optionally, click Run Now to run the job immediately without waiting for the next scheduled interval.#SPSocial @RHarbridge
  99. 99. Activity Feed Extensibility • Activity Application • “CRM” • Activity Type • “New Meeting” • Activity Template • “<person> has scheduled a meeting with <customer> on <details>” • Activity Event • “Richard has scheduled a meeting with TSPUG on Wednesday, March 17th, 2010”#SPSocial @RHarbridge
  100. 100. Sub Types basically allow us to create separate ‘user’ types, each with their own properties. (As well as all the above properties.) Examples: • Employee • Intern • Consultant {Example field: End of Term} • Customer • Partner#SPSocial @RHarbridge
  101. 101. Organizations can represent… • Divisions • Departments (or Functional Areas) • Legal Entities (if it’s a multi company group) Organizations use a parent relationship to build a hierarchy. This is important because aside from this, all you have is ‘Manager’ in AD to determine org hierarchy.#SPSocial @RHarbridge
  102. 102. An Example: Microsoft Platforms, Entertainment Business Products, and and Devices Division Services Division Division Windows Office Xbox Online (Bing, Microsoft Microsoft MSN, Live) Dynamics Games Servers#SPSocial @RHarbridgeNote: This isn’t accurate.. How is MS Structured?
  103. 103. The down side… • There is no UI or End User Functionality tied to this… yet. The up side… • Development Opportunity! #SPSocial @RHarbridge
  104. 104. SharePoint Social Architecture New in 14 Social Profiles Sync Feedback Profile Service Profile Service Synchronization Instance Instance Web Front End Mid-tier cache, optimized for most- used profiles, 256 WFE talks to Mb default (good the service and for 500k users on SQL, maintains average) Front-end#SPSocial cache @RHarbridge
  105. 105. • Mid-tier Cache 256 MB by default (configurable) • Optimized for “Most Used” (not most recently used) profiles • Average Case: ~0.5K per light profile 256MB/0.5K = 512,000 users • Worst Case: ~1.8 K per light user profile 256MB/1.8KB = 142,222 users#SPSocial @RHarbridge
  106. 106. User Profile: Storage ArchitectureUser Profile DBProfile and Activity FeedSocial Data DBTags, Keywords, Comments, Bookmark, RatingsMainly stores GUID (to the taxonomy term) or the note orrating, URI, Profile ID, Timestamp, URI disambiguation infoTerm values for use on the Newsfeed and Tags & NotesPageSync DBStaging sync data for AD, LDAP, BCS#SPSocial @RHarbridge
  107. 107. Setting up Profile Synchronization#SPSocial @RHarbridge
  108. 108. Editing Filters on Connections#SPSocial @RHarbridge
  109. 109. Profile Synchronization Architecture AD LDAP Social Data Profiles Sync Web Front End BCS Service Profile Synchronization Profile Service Service Instance Instance Import or Export to Example: Picture Goes to Directory Source AD from SharePoint!#SPSocial @RHarbridge (Data Goes Both Ways!) New in 14
  110. 110. User Profile: Synchronization Tips• User Profile Synchronization is a service, like any other and needs to be explicitly started.• Write down the Connection Plan (Requirement for Upgrade) • Connections, filters, property mappings (import/export, pictures) • 2007 connection, filter, property mappings will not migrate • 2010 has strongly-typed property mapping (e.g. no string to int cast!) • Fewer connections the better, recommend single connection for a forest - Now possible, where it really wasn’t before • Directory Permissions (New Requirement for 2010) • Need “directory get changes” (dir-sync) rights for the AD credentials to read the changelog and perform incremental sync (have bonus material on this later) • Need write permissions for export to Directory (if you want that)#SPSocial @RHarbridge
  111. 111. User Profile: Synchronization Tips • Get started with the Users-only option for the first full sync, run incremental with users and groups • After first full sync, run incremental not full • LDAP and BCS only synch users only (no groups) • BCS • No export, no new records (rows) can be created from synch • Check your BCS models using the new external lists (Old BDC Models may not be functioning correctly – Don’t use Synch to test this, use external lists instead.)#SPSocial @RHarbridge
  112. 112. Social: SQL Tuning Tips • Disk Configuration, RAID array with multiple spindles - OS, Database & DB log files on separate volumes • 1 Gig network between services and SQL box • Enable named piper if services running on same box as SQL • Mark CPUs for I/O affinity • Boost SQL Priority#SPSocial @RHarbridge
  113. 113. Scale Considerations & Planning • Database Scale • 2 million user profiles with social features • 600 million tags/notes • del.icio.us active users create 4.5 tags and 1.8 comments per month • 2 million users: 10% Active users: 200,000 • In 2 years, total number of tags and notes: 200,000 x 2 x 12 x (4.5 + 1.8) = 30.24 million#SPSocial @RHarbridge
  114. 114. Scale – DB Sizing Tips Rows Total Data Index (million) (GB) (GB) (GB) Tags 32 10.2 2.4 7.8 Comments 5 16.0 9.0 7.0 Ratings 25 4.3 2.0 2.3 UserProfile_Full 1.2 1.3 0.5 0.8 UserProfileValue 52.7 6.6 4.5 2.1 MemberGroup 0.8 0.7 0.4 0.3 UserColleagues 62.9 8.6 3.4 5.2#SPSocial @RHarbridge
  115. 115. Performance • Latency Targets • Over LAN: 2 sec for first time, 1 sec for later visits • Over WAN: 5 sec for first time, 2.5 sec for later visits • Throughput Targets • 2007 My Site deployment in Microsoft (~100,000 users, 3-1 farm): Avg RPS = 143, Max (peak) RPS = 350 • Avg RPS for a typical mix on healthy 4-1-1 My Sites farm = 350-400#SPSocial @RHarbridge
  116. 116. Federation and Replication Social Tags Profiles Sync Social Tags Profiles Sync Profile Profile Synchronization Synchronization Profile Service Profile Service Service Service Instance Instance Instance Instance AD#SPSocial @RHarbridge LDAP Forest
  117. 117. Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@RHarbridge.com Resources: 700+ SharePoint IA Slides at.. PracticalIntranet.com 130+ SharePoint Standards at.. SPStandards.com 15 Pages of Important Questions at.. SharePointDiagnostics.com#SPSocial @RHarbridge
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