SharePoint Fest Denver - Everything You Need To Know About SharePoint Social Capabilities
 

SharePoint Fest Denver - Everything You Need To Know About SharePoint Social Capabilities

on

  • 1,615 views

 

Statistics

Views

Total Views
1,615
Views on SlideShare
1,612
Embed Views
3

Actions

Likes
2
Downloads
24
Comments
0

2 Embeds 3

http://www.linkedin.com 2
https://www.linkedin.com 1

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment
  • Business Impact What Does That Mean? Lowers Cost Of Sharing & Organizing Information Most social technologies within an enterprise leverage the identity of the contributing individual heavily. There is no such thing (in most cases) of anonymity within the enterprise. This means that the enterprise social technology usage will: Improves Search Relevance Improve Content Authority Adds Additional Contextual Relevance Additionally what this means for finding people in the case of expertise searching and discovery is that people are more easily found and their properties (that help you find them) are more accurate. In terms of the accuracy it is no longer as expensive to manage everyone’s expertise and profile information. This is especially true if self-serviced or self-managed user profiles exist within the organization. In regards to profile properties being filled out, often there are mechanisms that encourage people to fill out their profiles. The most common techniques are through vanity search and statistics as well as a “completeness” rating on the profile. Reduces Organizational Barriers Social technologies are rarely deployed for only specific departments or organization units. As a result of this (and the value of enterprise wide deployments) there are traditionally less organization boundaries to ‘social’ information such as people profiles. An additional item worth noting here is that most social platforms also only account for ‘read’ permissions on items and allow people to ‘contribute’ or share items they may not have the ability to easily edit, copy, or move. In some instances it has been known to reduce duplication of information as well due to the increased discovery and ease of sharing. Improves Business Agility Since social interaction is tied directly to chronological relevancy (in other words when people engage in social activity there is always a relation to that activity being important at that point in time) it has a natural tendency to support quick, immediate, and current decision making activities. When the organization is reacting to something it also enables users to quickly discover one another and engage in a way that makes adding additional participants much easier. (Especially true in open social collaboration/discussions instead of using the features in an online private setting.) Compliments Talent Management As employees connect with one another and share the results of their work it tends to highlight many employee accomplishments. Frequently outputting highly rated documents as an example can provide additional information to management that the documents/output of one employee is having a strong benefit on the organization. Additionally poorly rated items can help encourage plans for development or improvement. Employees sharing more about their personal motivations, experiences, skills, and expertise can also greatly help when determining organizational competencies, weaknesses, strengths, and how best to begin engaging/planning that individuals professional growth. Promotes End User Innovation Most social technologies empower more people to contribute. Often it’s not necessary to have ‘edit’ rights to an item to add social tags or social discussions around it. Allowing even readers to share feedback, ideas, or categories on things they can see, interact with, but perhaps not modify.
  • Technology Benefit SharePoint Explanation Improves Search Relevance A concrete example of improving search relevance in SharePoint would be that social tagging, rating, and action results in an increase the ranking of that document or item. If it’s being socialized the assumption is that it’s more important than content that is not. Improve Content Authority When searching or browsing through so much corporate information the use of social features such as tagging, rating, and discussions can greatly help understand the authority level of certain content. Adds Additional Contextual Relevance In SharePoint it’s not only within communities or personal sites that social features are leveraged. Even on executive dashboards that use roll ups and reports of data it is possible in many cases to use the note board for discussion, to tag specific reports, to rate specific reports or data summaries. Provides Additional Ways To Find Content Beyond searching for information by using keywords, phrases, or tags it can often be useful to find information by discovering ‘experts’ or individuals who are linked to the content either as authors or as someone who recently highlighted that content through the use of social tags, ratings, or sharing.
  • MySites Implementation & Roll Out The SharePoint MySites from a simplistic level allow users to share content with one another without needing to provision a new team site, community site, or clutter structured department/project sites. The reality though is that MySites are actually individual site collections which allow users (for all intents and purposes) to develop and share business applications and content through SharePoint features/functionality.   Most Used MySite Functionality Shared Documents A document library that allows users to share their documents with other employees. By default this library is unsecured and any employee will be able to read documents placed here. Private Documents A document library that allows the user to share just their own personal documents. By default this library is only accessible by the MySite site collection owners.
  • How many times have you found a useful link somewhere on the internet, but had no way to usefull record that and get feedback from your colleagues?   Well, SharePoint 2010 social feedback can help with this, you can now "tag" any source on the internet (or intranet) which has a URL. This is stored in your "tags" section on your My Site, and also appears in your "Activity Feed" (which is one of the new areas in the SharePoint 2010 My Site).   Other users can also post "notes" relating to your tag, which effectively creates a discussion board around the "tagging" activity, allowing conversations around something that has been tagged.   Now, one of the key points is Security Trimming . Lets take this example: what happens if you Tag a document that someone else doesn't have access to?   The good news is that social tagging uses the Search Index to provide security trimming on content that is stored in SharePoint.   This provides the capability for senior managers to tag confidential documents (and hold conversations about that using notes) but those tags (and notes) are not visible to anyone who doesn't have read-access to the document!   On top of this is included a Ratings feature, where you can rate content within SharePoint lists (finally, the death of third party "rate my content" web parts).   This means that SharePoint 2010 now has similar social feedback functionality as other products like Digg or Delicious, in that you can tag and rate content, and other people can interact with that "tag" creating a discussion.   Architecture All of the Social Feedback information in SharePoint 2010 is stored in a separate "Social Database". This sits alongside the Profile Database.   There are then "Gatherers" (Timer Jobs) which will collect all of the changes to both the Social Database and the Profile Database and this is stored in another database for Activity Feeds (the Activity Feed Database) with foreign key pointers back to the Profile Database (so you know who's activity it is).   The performance is impressive, aiming for 2000 requests per second, and in terms of storage they are looking to support over 600,000,000 rows of data! They claim that this is sufficient for activity (including social feedback) for 400,000 users over 5 years!   Extensibility You can also hook into this process yourself. You can build your own "Gatherer" jobs to collect information from any data source that you like.   A good example is a CRM database, so that you can show activity in CRM in the My Site Activity Feed, showing when people schedule meetings or achieve sales activites.
  • How many times have you found a useful link somewhere on the internet, but had no way to usefull record that and get feedback from your colleagues?   Well, SharePoint 2010 social feedback can help with this, you can now "tag" any source on the internet (or intranet) which has a URL. This is stored in your "tags" section on your My Site, and also appears in your "Activity Feed" (which is one of the new areas in the SharePoint 2010 My Site).   Other users can also post "notes" relating to your tag, which effectively creates a discussion board around the "tagging" activity, allowing conversations around something that has been tagged.   Now, one of the key points is Security Trimming . Lets take this example: what happens if you Tag a document that someone else doesn't have access to?   The good news is that social tagging uses the Search Index to provide security trimming on content that is stored in SharePoint.   This provides the capability for senior managers to tag confidential documents (and hold conversations about that using notes) but those tags (and notes) are not visible to anyone who doesn't have read-access to the document!   On top of this is included a Ratings feature, where you can rate content within SharePoint lists (finally, the death of third party "rate my content" web parts).   This means that SharePoint 2010 now has similar social feedback functionality as other products like Digg or Delicious, in that you can tag and rate content, and other people can interact with that "tag" creating a discussion.   Architecture All of the Social Feedback information in SharePoint 2010 is stored in a separate "Social Database". This sits alongside the Profile Database.   There are then "Gatherers" (Timer Jobs) which will collect all of the changes to both the Social Database and the Profile Database and this is stored in another database for Activity Feeds (the Activity Feed Database) with foreign key pointers back to the Profile Database (so you know who's activity it is).   The performance is impressive, aiming for 2000 requests per second, and in terms of storage they are looking to support over 600,000,000 rows of data! They claim that this is sufficient for activity (including social feedback) for 400,000 users over 5 years!   Extensibility You can also hook into this process yourself. You can build your own "Gatherer" jobs to collect information from any data source that you like.   A good example is a CRM database, so that you can show activity in CRM in the My Site Activity Feed, showing when people schedule meetings or achieve sales activites.
  • Microsoft SharePoint Conference 2009 06/25/12 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • Microsoft SharePoint Conference 2009 06/25/12 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • Communities Communities are a term that is often used in many contexts. What is important is that at a base level organizations understand what a community is and what ‘kinds’ of communities can exist. Below is a collection of possible communities titled in a way that is representative of the activity/engagement contained within that community. Here Are Some Sample Communities for an Organization: Green/Sustainable Living Young Professionals Improving Project Success: For Project Managers Internal SharePoint User Group Software Development Patterns & Practices [Company Name] Fitness Fanatics
  • Your Companies Key Differentiators What makes your company different? What makes your company stand out? Let’s say our fake company has four key differentiators that seemed to stand out and were referenced by leadership and executives in the organization. Community Caring Community Engagement, Involvement & Support State Of The Art Technology Technology, Systems & Products Of Large Enterprise Organizations Incredible Support Staff Personal Service High Touch Attention Strong Customer Relationships Personal & Professional Sales Staff It is important to be able to align new initiatives, technologies and business solutions with these differentiators. To try and help visualize this effect the following objectives were broken down based on the differentiators of the business. Example Company Objectives Grow Organizational Footprint Acquisitions Provide Excellent Customer Service Promote a Positive Work Culture Highlight Exceptional People Have Highly Effective Decision Making Provide Community Support Provide Customer-Transparent Support Functions Have Leadership Greeting Customers By Name These objectives actually map easily to Social Concepts and Features within SharePoint or within related technology. What follows is a visual map of the organization objectives extrapolated above and the ‘solutions’ or social solutions that might directly, or indirectly help achieve those objectives.
  • A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal. It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint. Thank You for Reading/Listening
  • Your Portal’s Identity and Branding Your company most likely has a slogan. Leverage it! Let’s say your slogan is: “We Make Things Happen.” Now let’s say that this slogan is known by every employee and is a great internal brand mechanism to create a sense of unified culture and purpose. One simple but effective business tactic for larger enterprise initiatives, technologies, or solutions is to leverage existing and well-known brands/messages in the organization to help people understand the importance or purpose of an organizational change.   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”
  • Microsoft SharePoint Conference 2009 06/25/12 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • Be REALLY careful investing in some of these players. Many of the previous ones no longer exist: Awareness ConnectBeam
  • Enable the User Profile Service Activity Feed By default the user profile service activity feed is not enabled. What follows are the steps that ensure that the activity feed will display updates appropriately within the “My Newsfeed” view of MySites. 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.
  • Microsoft SharePoint Conference 2009 06/25/12 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • Microsoft SharePoint Conference 2009 06/25/12 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • Microsoft SharePoint Conference 2009 06/25/12 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • Microsoft SharePoint Conference 2009 06/25/12 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal. It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint. Thank You for Reading/Listening

SharePoint Fest Denver - Everything You Need To Know About SharePoint Social Capabilities SharePoint Fest Denver - Everything You Need To Know About SharePoint Social Capabilities Presentation Transcript

  • Everything You Need To Know AboutSharePoint’s Social Capabilities Presented By: Richard Harbridge #SharePointFest @RHarbridge#SharePointFest @RHarbridge
  • Who am I? Boston Washington#SharePointFest @RHarbridge
  • SPTechCon The SharePoint The SharePoint Technology Conference#SharePointFest @RHarbridge
  • Our Goal Today… From Here To Here#SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • io n! at o rm In f#SharePointFest @RHarbridge
  • Connecting Value To SharePoint Social Features#SharePointFest @RHarbridge
  • What is the Value?
  • Lowers the cost go f sharing and organizin Surfaces knowledge and networks Increases employee engagement
  • • Lowers Cost Of Sharing & Organizing Information• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation
  • • Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To Find Content
  • Sites Composites Communities Insights Content SearchNot Just Communities… Leveraged Everywhere
  • Social Feedback Leads To Better Procedures? Why Leveraging SharePoint Blog Features for News is a Great Idea#SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • Social SharePoint Options When are people going beyond SharePoint for Social Functionality? How To Lock Down SharePoint’s Social Features#SharePointFest @RHarbridge
  • SharePoint Social Feature Exploration#SharePointFest @RHarbridge
  • WIKIS, BLOGSAND DISCUSSIONSDEMONSTRATION
  • SharePoint 2010 Wiki CapabilitiesSharePoint Server: Enterprise Wiki Site Template – built onSharePoint Publishing infrastructure Page Templates Categories (Content Types & Page (Managed Metadata) Layouts) Ratings Social Tags & Notes (Web Analytics) (Social Store) Customizable Scalable (Master Pages & CSS) (Output Caching)#SharePointFest @RHarbridge
  • 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 #SharePointFest @RHarbridge
  • MY SITES, PROFILES, PICTURES AND ACTIVITIES DEMONSTRATION
  • My Site Components#SharePointFest @RHarbridge
  • 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.#SharePointFest @RHarbridge
  • Tip: SharePoint Magnifies Issues Active Directory Not Up To Date?#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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 5.Consent on suggestions (user consent at server)#SharePointFest @RHarbridge
  • How does Knowledge Mining Work?#SharePointFest @RHarbridge
  • TAGS, NOTES AND RATINGSDEMONSTRATION
  • 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#SharePointFest @RHarbridge
  • 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.#SharePointFest @RHarbridge
  • 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)#SharePointFest Apps In Office Web @RHarbridge Yes Yes No
  • A Behind The Scenes Look New in 2010 Social Profiles Sync Feedback Profile Service Profile Service Synchronization Instance Instance#SharePointFest @RHarbridge
  • 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.#SharePointFest @RHarbridge
  • PEOPLE SEARCHDEMONSTRATION
  • My Favorite Social Search Slide? Refine by query type, and many Phonetic and nickname other pivots matching Sort by relevance, name or social distance Vanity search Improved result Recently authored layout and hit- content highlighting#SharePointFest @RHarbridge
  • The “Stuff” in MySites for Search#SharePointFest @RHarbridge
  • Organizational Browser • A simple way of ‘searching’ we can’t forget. • Key Point: Uses Manager field from AD.#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • Search Is Already Social#SharePointFest @RHarbridge
  • Search Suggestions#SharePointFest @RHarbridge
  • Search Best Bets & Keywords Tip: Search Keywords & Best Bets Can Be Used To Deterministically Result In a Person#SharePointFest @RHarbridge
  • COMMUNITY SITES AND TEAM SITES DEMONSTRATION
  • Sample Communities • Green/Sustainable Living • Young Professionals • Improving Project Success: For Project Managers • Internal SharePoint User Group • Software Development Patterns & Practices • [Company Name] Fitness Fanatics#SharePointFest @RHarbridge
  • Implementing An Effective SharePoint Social Strategy#SharePointFest @RHarbridge
  • Social Roll Out 7/22/2011 - 4/13/2012 IS MySite Pilot 8/19/2011 - 12/2/2011 Team/Community Site Roll Out 7/1/2011 - 8/19/2011 8/5/2011 - 12/2/2011 12/5/2011 - 3/2/2012 Governance Updates User Profile Roll Out Implement IT Knowledge Base 4/4/2011 - 7/15/2011 8/29/2011 - 11/4/2011 3/19/2012 - 4/13/2012 Social Strategy Planning Pilot Leadership Blogs Review & Implement Retention & Disposition Rules 5/1/2011 6/1/2011 7/1/2011 8/1/2011 9/1/2011 10/1/2011 11/1/2011 12/1/2011 1/1/2012 2/1/2012 3/1/2012 4/1/2012 5/1/2012 4/4/2011 7/15/2011 6/1/2012 Social Strategy & Planning Complete 7/23/2011 Site Listing Created 5/25/2012 +50% Profile Completion 8/19/2011 2/17/2012 Key User Profiles Are Populated Application & Business Leader Listing Available 8/10/2011 Site Provisioning Process Finalized 1/13/2012 Deploy Electronic Vacation Scheduling Organization Wide 8/19/2011 Site Provisioning Globally Available 12/2/2011 Site Listing Complete +30% Profile Completion#SharePointFestEmployee8/29/2011 to Date @RHarbridge Policies Up 11/4/2011 MySite Branding Complete
  • My Sites & Profile Roll Out#SharePointFest @RHarbridge
  • Social Feature Roll Out#SharePointFest @RHarbridge
  • 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    #SharePointFest @RHarbridge
  • Profile Sprawl Challenge?#SharePointFest @RHarbridge
  • No Anonymity In The Enterprise?#SharePointFest @RHarbridge
  • Keyword Sprawl Challenge?#SharePointFest @RHarbridge
  • Discipline and Processes#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • SharePoint Social Maturity *Super Simplified#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • Business Tips and Tricks#SharePointFest @RHarbridge
  • 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”#SharePointFest @RHarbridge
  • Scope of Training#SharePointFest @RHarbridge
  • Opportunistic Driven Learning Training Should Follow “Just In Time & Just Enough”#SharePointFest @RHarbridge Image from Paul Culmsee
  • Support Updates#SharePointFest @RHarbridge
  • Support Updates SharePoint Standards#SharePointFest @RHarbridge Online
  • Multiple Tiers for Escalation (You can’t know everything)#SharePointFest @RHarbridge
  • Measure Support Learn and use data to be proactive.#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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.#SharePointFest @RHarbridge
  • Tip: Plan For User Adoption#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • Community Team Community#SharePointFest @RHarbridge80 © 2009 PTC
  • HR & Legal Considerations For Social Strategies#SharePointFest @RHarbridge
  • 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?#SharePointFest @RHarbridge
  • 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?#SharePointFest @RHarbridge
  • 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.#SharePointFest @RHarbridge
  • 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)#SharePointFest @RHarbridge
  • Privacy Laws#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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 SharePoint use If something unusual happens as a result of minds of those who witnessed the event. it must be documented with as much detail as possible 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.#SharePointFest @RHarbridge
  • 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?#SharePointFest @RHarbridge
  • 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?#SharePointFest @RHarbridge
  • 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?#SharePointFest @RHarbridge * Notes & Status Updates Have No OOTB Auditing Or Information Policies.
  • 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)#SharePointFest @RHarbridge
  • Social Technology Vendors & Tools#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • Technical Tips and Tricks#SharePointFest @RHarbridge
  • 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=<accountname>#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • Scale? • Enterprise Wiki pages (like all pages in Publishing) support output caching • Feature leveraged from publishing infrastructure#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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)#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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.#SharePointFest @RHarbridge
  • 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”#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • 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.#SharePointFest @RHarbridge
  • An Example:#SharePointFest @RHarbridgeThis isn’t accurate.. How is MS Structured? Note:
  • The down side… •There is no UI or End User Functionality tied to this… yet. The up side… •Development Opportunity! #SharePointFest @RHarbridge
  • SharePoint Social Architecture New in 14 Social Profiles Sync Feedback Profile Service Profile Service Synchronization Instance Instance 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 cache#SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • #SharePointFest @RHarbridge
  • Profile Synchronization Architecture AD LDAP BCS Service Import or Export to Example: Picture Goes to Directory Source AD from SharePoint!#SharePointFest @RHarbridge (Data Goes Both Ways!) New in 14
  • • 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)#SharePointFest @RHarbridge
  • 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.)#SharePointFest @RHarbridge
  • • 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#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • Scale – DB Sizing Tips#SharePointFest @RHarbridge
  • 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#SharePointFest @RHarbridge
  • AD#SharePointFest @RHarbridge LDAP Forest
  • 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#SharePointFest @RHarbridge