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A Deep Dive into Profiles, Status, and PM


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

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A Deep Dive into Profiles, Status, and PM

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