Everything You Need To Know AboutSharePoint’s Social Capabilities                                Presented By: Richard Har...
Who am I?                                            Boston                                          Washington#SharePoint...
SPTechCon                              The SharePoint                              The SharePoint                         ...
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 emplo...
•   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 Communities… ...
Social Feedback Leads To Better                  Procedures?  Why Leveraging SharePoint Blog Features for News is a Great ...
#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 T...
SharePoint Social                 Feature Exploration#SharePointFest @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#SharePointFest @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...
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?#SharePointFest @RHarbridge
TAGS, NOTES AND    RATINGSDEMONSTRATION
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                              Phonetic and nickname  ...
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.#Sha...
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#SharePointFest @RHarbridge
Search Suggestions#SharePointFest @RHarbridge
Search Best Bets & Keywords  Tip: Search Keywords & Best Bets Can Be  Used To Deterministically Result In a Person#SharePo...
COMMUNITY SITES AND TEAM SITES DEMONSTRATION
Sample Communities • Green/Sustainable Living • Young Professionals • Improving Project Success: For Project   Managers • ...
Implementing An Effective             SharePoint Social Strategy#SharePointFest @RHarbridge
Social Roll Out                                                                                    7/22/2011 - 4/13/2012  ...
My Sites & Profile Roll Out#SharePointFest @RHarbridge
Social Feature Roll Out#SharePointFest @RHarbridge
Map To Business Objectives                               Direct Relationship               Indirect Relationship        ...
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 postin...
SharePoint Social Maturity  *Super Simplified#SharePointFest @RHarbridge
Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridg...
Business                       Tips and Tricks#SharePointFest @RHarbridge
Brand Your Social Roll Out      We Make Things Happen   What follows are potential ‘Social’ Slogan                        ...
Scope of Training#SharePointFest @RHarbridge
Opportunistic Driven Learning                  Training Should Follow “Just In Time & Just Enough”#SharePointFest @RHarbri...
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...
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#SharePointFest @RHarbridge
Encourage Community Adoption           With Best Practices • Start small • Select, support, and nurture your champions    ...
Community     Team                Community#SharePointFest @RHarbridge80                                                 ©...
HR & Legal Considerations             For Social Strategies#SharePointFest @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#SharePointFest @RHarbridge
Social Media Policy?    • You should have one for external use.      • It’s recommended you use a comprehensive        tem...
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#SharePointFest @RHarbridge
SharePoint Social Vendors  HiSoftware Compliance Sheriff for Social Computing and Collaboration Compliance  Social Sites F...
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    • 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: Lesson...
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 ab...
Organizations can represent…     •Divisions     •Departments (or Functional Areas)     •Legal Entities (if it’s a multi co...
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 Oppo...
SharePoint Social Architecture                                                                                 New in 14  ...
#SharePointFest @RHarbridge
User Profile: Storage ArchitectureUser Profile DBProfile and Activity FeedSocial Data DBTags, Keywords, Comments, Bookmark...
#SharePointFest @RHarbridge
#SharePointFest @RHarbridge
Profile Synchronization Architecture                                                    AD       LDAP                     ...
• User Profile Synchronization is a service, like any other and needs  to be explicitly started.• Write down the Connectio...
User Profile: Synchronization Tips  • Get started with the Users-only option for the first full    sync, run incremental w...
• Disk Configuration, RAID array with multiple      spindles - OS, Database & DB log files on      separate volumes    • 1...
Scale Considerations & Planning    • Database Scale        • 2 million user profiles with social features        • 600 mil...
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 ...
AD#SharePointFest @RHarbridge   LDAP                              Forest
Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridg...
SharePoint Fest Denver - Everything You Need To Know About SharePoint Social Capabilities
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  • Business Impact What Does That Mean? Lowers Cost Of Sharing &amp; 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 &amp; 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 &amp;quot;tag&amp;quot; any source on the internet (or intranet) which has a URL. This is stored in your &amp;quot;tags&amp;quot; section on your My Site, and also appears in your &amp;quot;Activity Feed&amp;quot; (which is one of the new areas in the SharePoint 2010 My Site).   Other users can also post &amp;quot;notes&amp;quot; relating to your tag, which effectively creates a discussion board around the &amp;quot;tagging&amp;quot; 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&apos;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&apos;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 &amp;quot;rate my content&amp;quot; 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 &amp;quot;tag&amp;quot; creating a discussion.   Architecture All of the Social Feedback information in SharePoint 2010 is stored in a separate &amp;quot;Social Database&amp;quot;. This sits alongside the Profile Database.   There are then &amp;quot;Gatherers&amp;quot; (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&apos;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 &amp;quot;Gatherer&amp;quot; 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 &amp;quot;tag&amp;quot; any source on the internet (or intranet) which has a URL. This is stored in your &amp;quot;tags&amp;quot; section on your My Site, and also appears in your &amp;quot;Activity Feed&amp;quot; (which is one of the new areas in the SharePoint 2010 My Site).   Other users can also post &amp;quot;notes&amp;quot; relating to your tag, which effectively creates a discussion board around the &amp;quot;tagging&amp;quot; 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&apos;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&apos;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 &amp;quot;rate my content&amp;quot; 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 &amp;quot;tag&amp;quot; creating a discussion.   Architecture All of the Social Feedback information in SharePoint 2010 is stored in a separate &amp;quot;Social Database&amp;quot;. This sits alongside the Profile Database.   There are then &amp;quot;Gatherers&amp;quot; (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&apos;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 &amp;quot;Gatherer&amp;quot; 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 &amp; 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 &amp; Support State Of The Art Technology Technology, Systems &amp; Products Of Large Enterprise Organizations Incredible Support Staff Personal Service High Touch Attention Strong Customer Relationships Personal &amp; 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&apos;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&apos; 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&apos;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
  • Transcript of "SharePoint Fest Denver - Everything You Need To Know About SharePoint Social Capabilities"

    1. 1. Everything You Need To Know AboutSharePoint’s Social Capabilities Presented By: Richard Harbridge #SharePointFest @RHarbridge#SharePointFest @RHarbridge
    2. 2. Who am I? Boston Washington#SharePointFest @RHarbridge
    3. 3. SPTechCon The SharePoint The SharePoint Technology Conference#SharePointFest @RHarbridge
    4. 4. Our Goal Today… From Here To Here#SharePointFest @RHarbridge
    5. 5. #SharePointFest @RHarbridge
    6. 6. io n! at o rm In f#SharePointFest @RHarbridge
    7. 7. Connecting Value To SharePoint Social Features#SharePointFest @RHarbridge
    8. 8. What is the Value?
    9. 9. Lowers the cost go f sharing and organizin Surfaces knowledge and networks Increases employee engagement
    10. 10. • Lowers Cost Of Sharing & Organizing Information• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation
    11. 11. • Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To Find Content
    12. 12. Sites Composites Communities Insights Content SearchNot Just Communities… Leveraged Everywhere
    13. 13. Social Feedback Leads To Better Procedures? Why Leveraging SharePoint Blog Features for News is a Great Idea#SharePointFest @RHarbridge
    14. 14. #SharePointFest @RHarbridge
    15. 15. #SharePointFest @RHarbridge
    16. 16. #SharePointFest @RHarbridge
    17. 17. #SharePointFest @RHarbridge
    18. 18. #SharePointFest @RHarbridge
    19. 19. #SharePointFest @RHarbridge
    20. 20. #SharePointFest @RHarbridge
    21. 21. #SharePointFest @RHarbridge
    22. 22. #SharePointFest @RHarbridge
    23. 23. #SharePointFest @RHarbridge
    24. 24. Social SharePoint Options When are people going beyond SharePoint for Social Functionality? How To Lock Down SharePoint’s Social Features#SharePointFest @RHarbridge
    25. 25. SharePoint Social Feature Exploration#SharePointFest @RHarbridge
    26. 26. WIKIS, BLOGSAND DISCUSSIONSDEMONSTRATION
    27. 27. 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
    28. 28. 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
    29. 29. MY SITES, PROFILES, PICTURES AND ACTIVITIES DEMONSTRATION
    30. 30. My Site Components#SharePointFest @RHarbridge
    31. 31. 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
    32. 32. Tip: SharePoint Magnifies Issues Active Directory Not Up To Date?#SharePointFest @RHarbridge
    33. 33. 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
    34. 34. 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
    35. 35. 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
    36. 36. How does Knowledge Mining Work?#SharePointFest @RHarbridge
    37. 37. TAGS, NOTES AND RATINGSDEMONSTRATION
    38. 38. 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
    39. 39. 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
    40. 40. 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
    41. 41. A Behind The Scenes Look New in 2010 Social Profiles Sync Feedback Profile Service Profile Service Synchronization Instance Instance#SharePointFest @RHarbridge
    42. 42. 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
    43. 43. PEOPLE SEARCHDEMONSTRATION
    44. 44. 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
    45. 45. The “Stuff” in MySites for Search#SharePointFest @RHarbridge
    46. 46. Organizational Browser • A simple way of ‘searching’ we can’t forget. • Key Point: Uses Manager field from AD.#SharePointFest @RHarbridge
    47. 47. 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
    48. 48. 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
    49. 49. 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
    50. 50. Search Is Already Social#SharePointFest @RHarbridge
    51. 51. Search Suggestions#SharePointFest @RHarbridge
    52. 52. Search Best Bets & Keywords Tip: Search Keywords & Best Bets Can Be Used To Deterministically Result In a Person#SharePointFest @RHarbridge
    53. 53. COMMUNITY SITES AND TEAM SITES DEMONSTRATION
    54. 54. 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
    55. 55. Implementing An Effective SharePoint Social Strategy#SharePointFest @RHarbridge
    56. 56. 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
    57. 57. My Sites & Profile Roll Out#SharePointFest @RHarbridge
    58. 58. Social Feature Roll Out#SharePointFest @RHarbridge
    59. 59. 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
    60. 60. Profile Sprawl Challenge?#SharePointFest @RHarbridge
    61. 61. No Anonymity In The Enterprise?#SharePointFest @RHarbridge
    62. 62. Keyword Sprawl Challenge?#SharePointFest @RHarbridge
    63. 63. Discipline and Processes#SharePointFest @RHarbridge
    64. 64. 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
    65. 65. SharePoint Social Maturity *Super Simplified#SharePointFest @RHarbridge
    66. 66. 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
    67. 67. Business Tips and Tricks#SharePointFest @RHarbridge
    68. 68. 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
    69. 69. Scope of Training#SharePointFest @RHarbridge
    70. 70. Opportunistic Driven Learning Training Should Follow “Just In Time & Just Enough”#SharePointFest @RHarbridge Image from Paul Culmsee
    71. 71. Support Updates#SharePointFest @RHarbridge
    72. 72. Support Updates SharePoint Standards#SharePointFest @RHarbridge Online
    73. 73. Multiple Tiers for Escalation (You can’t know everything)#SharePointFest @RHarbridge
    74. 74. Measure Support Learn and use data to be proactive.#SharePointFest @RHarbridge
    75. 75. 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
    76. 76. 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
    77. 77. Tip: Plan For User Adoption#SharePointFest @RHarbridge
    78. 78. 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
    79. 79. Community Team Community#SharePointFest @RHarbridge80 © 2009 PTC
    80. 80. HR & Legal Considerations For Social Strategies#SharePointFest @RHarbridge
    81. 81. 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
    82. 82. 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
    83. 83. 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
    84. 84. 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
    85. 85. Privacy Laws#SharePointFest @RHarbridge
    86. 86. 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
    87. 87. 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
    88. 88. 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
    89. 89. 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
    90. 90. 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.
    91. 91. 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
    92. 92. Social Technology Vendors & Tools#SharePointFest @RHarbridge
    93. 93. 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
    94. 94. Technical Tips and Tricks#SharePointFest @RHarbridge
    95. 95. 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
    96. 96. 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
    97. 97. Scale? • Enterprise Wiki pages (like all pages in Publishing) support output caching • Feature leveraged from publishing infrastructure#SharePointFest @RHarbridge
    98. 98. 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
    99. 99. 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
    100. 100. 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
    101. 101. 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
    102. 102. 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
    103. 103. 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
    104. 104. 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
    105. 105. An Example:#SharePointFest @RHarbridgeThis isn’t accurate.. How is MS Structured? Note:
    106. 106. The down side… •There is no UI or End User Functionality tied to this… yet. The up side… •Development Opportunity! #SharePointFest @RHarbridge
    107. 107. 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
    108. 108. #SharePointFest @RHarbridge
    109. 109. 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
    110. 110. #SharePointFest @RHarbridge
    111. 111. #SharePointFest @RHarbridge
    112. 112. 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
    113. 113. • 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
    114. 114. 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
    115. 115. • 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
    116. 116. 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
    117. 117. Scale – DB Sizing Tips#SharePointFest @RHarbridge
    118. 118. 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
    119. 119. AD#SharePointFest @RHarbridge LDAP Forest
    120. 120. 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
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