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Everything You Need To Know About SharePoint Social Capabilities - SPLive360


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Everything You Need To Know About SharePoint Social Capabilities - SPLive360

  1. 1. Everything You Need To Know About SharePoint’s Social Capabilities Richard Harbridge Sr. SharePoint Architect/Evangelist Level: Chuck Norris (Intense, But Not Deep) Coverage: Business, Dev, & IT Pro SharePoint Versions: 2010 & 2013
  2. 2. Everything You Need To KnowAboutSharePoint’s Social Capabilities Presented By: Richard Harbridge #SPLive360 @RHarbridge#SPLive360 @RHarbridge
  3. 3. Who am I? Boston Washington#SPLive360 @RHarbridge
  4. 4. Our Goal Today… From Here To Here#SPLive360 @RHarbridge
  5. 5. #SPLive360 @RHarbridge
  6. 6. io n! at rm In fo#SPLive360 @RHarbridge
  7. 7. Connecting Value To SharePoint Social Features#SPLive360 @RHarbridge
  8. 8. What is the Value?
  9. 9. Lowers the costof sharing and organizing 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. Social Feedback Leads To Better Procedures? Why Leveraging SharePoint Blog Features for News is a Great Idea#SPLive360 @RHarbridge
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  19. 19. Social SharePoint Options When are people going beyond SharePoint for Social Functionality? How To Lock Down SharePoint’s Social Features#SPLive360 @RHarbridge
  20. 20. SharePoint 2010 Social Feature Exploration#SPLive360 @RHarbridge
  22. 22. 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)#SPLive360 @RHarbridge
  23. 23. 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  (AVAILABLE in 2013 w/ Nicer Design Options)#SPLive360 @RHarbridge
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  26. 26. 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#SPLive360 @RHarbridge
  27. 27. 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 {} 1.Analyze and upload (user consent at client) Outlook ->Options ->Advanced 1.Consent on suggestions (user consent at server)#SPLive360 @RHarbridge
  28. 28. How does Knowledge Mining Work?#SPLive360 @RHarbridge
  30. 30. 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#SPLive360 @RHarbridge
  31. 31. 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.#SPLive360 @RHarbridge
  32. 32. 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)#SPLive360 @RHarbridge In Office Web Apps Yes Yes No
  34. 34. My Favorite Social Search Slide? Refine by query Refine by query type, and many type, and many Phonetic and nickname Phonetic and nickname other pivots other pivots matching matching Sort by relevance, Sort by relevance, name or social name or social distance distance Vanity Vanity search search Improved result Improved result Recently authored Recently authored layout and hit- layout and hit- content content highlighting highlighting#SPLive360 @RHarbridge
  35. 35. The “Stuff” in MySites for Search#SPLive360 @RHarbridge
  36. 36. Organizational Browser • A simple way of ‘searching’ we can’t forget. • Key Point: Uses Manager field from AD.#SPLive360 @RHarbridge
  37. 37. 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#SPLive360 @RHarbridge
  38. 38. Search Is Already Social#SPLive360 @RHarbridge
  39. 39. Search Best Bets & Keywords Tip: Search Keywords & Best Bets Can Be Used To Deterministically Result In a Person#SPLive360 @RHarbridge
  40. 40. SharePoint 2013 Social Feature Exploration#SPLive360 @RHarbridge
  41. 41. Communities in 2013#SPLive360 @RHarbridge
  42. 42. Community Categories Navigation TitlePosts and replies Description#SPLive360 @RHarbridge
  43. 43. Community Postings#SPLive360 @RHarbridge
  44. 44. Community Conversations#SPLive360 @RHarbridge
  45. 45. Community Owner Tools#SPLive360 @RHarbridge
  46. 46. Rating vs Liking#SPLive360 @RHarbridge
  47. 47. Reputation & Badges#SPLive360 @RHarbridge
  48. 48. Reputation & Badges#SPLive360 @RHarbridge
  49. 49. Social Newsfeed#SPLive360 @RHarbridge
  50. 50. Social Newsfeed#SPLive360 @RHarbridge
  51. 51. Privacy Settings#SPLive360 @RHarbridge
  52. 52. 2013 People Search#SPLive360 @RHarbridge
  53. 53. Storage Architecture in 2013 User Profile Service User Profile Service Social DB Content DB Profile DB (per-service) (per- service) (site collection(per-user) Content DBs (per-user) Content DBs per-user) Site and Site and Personal Personal People and People and User profile User profile Social tags Social tags Feed posts Feed posts document document storage storagetag following tag following properties properties following following space space (Site Feed posts are stored in the SP site)#SPLive360 @RHarbridge
  54. 54. Permissions#SPLive360 @RHarbridge
  55. 55. Welcome Message#SPLive360 @RHarbridge
  56. 56. Welcome Email Message#SPLive360 @RHarbridge
  57. 57. Implementing An Effective SharePoint Social Strategy#SPLive360 @RHarbridge
  58. 58. 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#SPLive360 @RHarbridge to Date 8/29/2011 Employee Policies Up 11/4/2011 MySite Branding Complete
  59. 59. My Sites & Profile Roll Out#SPLive360 @RHarbridge
  60. 60. Social Feature Roll Out#SPLive360 @RHarbridge
  61. 61. Profile Sprawl Challenge?#SPLive360 @RHarbridge
  62. 62. No Anonymity In The Enterprise?#SPLive360 @RHarbridge
  63. 63. Keyword Sprawl Challenge?#SPLive360 @RHarbridge
  64. 64. Unique Cloud Challenges… If you have SharePoint 2013 On Prem and a Office 365 SharePoint Online Instance… How do you plan the social user experience? Example: Following an o365 document doesn’t add it to your onPrem social feed, it would add it to the o365 data… Difficult hybrid scenario.#SPLive360 @RHarbridge
  65. 65. Discipline and Processes#SPLive360 @RHarbridge
  66. 66. 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#SPLive360 @RHarbridge
  67. 67. Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridgeBlog:Email:Resources: 700+ SharePoint IA Slides at.. 130+ SharePoint Standards at.. 80+ Downloadable Presentations.. @RHarbridge
  68. 68. SP 2010 Business Tips and Tricks#SPLive360 @RHarbridge
  69. 69. 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”#SPLive360 @RHarbridge
  70. 70. Scope of Training#SPLive360 @RHarbridge
  71. 71. Opportunistic Driven Learning Training Should Follow “Just In Time & Just Enough” Training Should Follow “Just In Time & Just Enough”#SPLive360 @RHarbridge Image from Paul Culmsee
  72. 72. Support Updates#SPLive360 @RHarbridge
  73. 73. Support Updates#SPLive360 @RHarbridgeSharePoint Standards Online SharePoint Standards Online
  74. 74. Multiple Tiers for Escalation (You can’t know everything)#SPLive360 @RHarbridge
  75. 75. Measure Support Learn and use data to be proactive.#SPLive360 @RHarbridge
  76. 76. 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#SPLive360 @RHarbridge
  77. 77. 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.#SPLive360 @RHarbridge
  78. 78. Tip: Plan For User Adoption#SPLive360 @RHarbridge
  79. 79. 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#SPLive360 @RHarbridge
  80. 80. Community Team Community#SPLive360 @RHarbridge116 © 2009 PTC
  81. 81. Yammer/SharePoint Integration • Primary Yammer Web Part: Add robust Yammer feeds, private messages, and notifications tabs to SharePoint sites to facilitate team and company-wide conversations. • Light Embeddable Feeds: Embed a lightweight Yammer mini feed anywhere in SharePoint to view and keep track of relevant discussions without disrupting your workflow. • Document & List Integration: Send links to documents, calendar events, and tasks from SharePoint to Yammer feeds for real-time collaboration. • Federated Search: Find the information you need fast with relevant Yammer messages displayed side by side your SharePoint search results. • Profile Sync: Import profile information from SharePoint into Yammer, eliminating the need to complete two profiles. • Notifications: Track unread Yammer messages from the SharePoint top banner. • Activity Streams: Automatically deliver activity updates from SharePoint to your colleagues on Yammer. • Single Sign-On: Leverage SharePoint authentication credentials to simultaneously sign into Yammer through a single entry point. • Admin Configurations: Manage the Primary Yammer Web Part using SharePoint’s built-in controls and templates. Choose to configure read-only Yammer feeds so that users without Yammer accounts can also view conversations#SPLive360 @RHarbridge
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  84. 84. Finding Expertise - Yammer vs SharePoint • Cons of Yammer: – Soft Skills and Hard Skills in two different locations – No current integration with Lync makes it less integrated – Current scalability concerns • Pros of Yammer: – Facebook like UI makes it immediately familiar – Easy setup with immediate social networking capabilities – Cost#SPLive360 @RHarbridge
  85. 85. HR & Legal Considerations For Social Strategies#SPLive360 @RHarbridge
  86. 86. 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 aasocial technology in the If this had been on social technology in the workplace would it still be an issue? 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 If this was after accessing private folders on their desktop? Their SharePoint MySite? their desktop? Their SharePoint MySite?#SPLive360 @RHarbridge
  87. 87. 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 What if the manager was using the SharePoint note board on her profile page? 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 If an employee shares their religious views and opinions on their personal profile, or wants to opinions on their personal profile, or wants to create aacommunity of interest based on create community of interest based on religion what is the companies response? religion what is the companies response?#SPLive360 @RHarbridge
  88. 88. 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.#SPLive360 @RHarbridge
  89. 89. 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)#SPLive360 @RHarbridge
  90. 90. Privacy Laws#SPLive360 @RHarbridge
  91. 91. 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#SPLive360 @RHarbridge
  92. 92. 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 In SharePoint Terms? 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 use If something unusual happens as a result of SharePoint who witnessed the event. it must be documented with as much detail as possible it must be documented with as much detail as possible while it’s still fresh in the minds of those who were while it’s still fresh in the minds of those who were participants or effected. participants or effected. If action (especially disciplinary) is taken as a result of an If action (especially disciplinary) is taken as a result of an incident; information leading to the decision (including risks) incident; information leading to the decision (including risks) and how efficacy (success) will be monitored must be and how efficacy (success) will be monitored must be retained. retained.#SPLive360 @RHarbridge
  93. 93. 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?#SPLive360 @RHarbridge
  94. 94. 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?#SPLive360 @RHarbridge
  95. 95. 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?#SPLive360 @RHarbridge * Notes & Status Updates Have No OOTB Auditing Or Information Policies.
  96. 96. 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)#SPLive360 @RHarbridge
  97. 97. Social Technology Vendors & Tools#SPLive360 @RHarbridge
  98. 98. 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#SPLive360 @RHarbridge
  99. 99. SP 2010 Technical Tips and Tricks#SPLive360 @RHarbridge
  100. 100. 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>#SPLive360 @RHarbridge
  101. 101. 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#SPLive360 @RHarbridge
  102. 102. Scale? • Enterprise Wiki pages (like all pages in Publishing) support output caching • Feature leveraged from publishing infrastructure#SPLive360 @RHarbridge
  103. 103. 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#SPLive360 @RHarbridge
  104. 104. 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)#SPLive360 @RHarbridge
  105. 105. 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#SPLive360 @RHarbridge
  106. 106. 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.#SPLive360 @RHarbridge
  107. 107. 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”#SPLive360 @RHarbridge
  108. 108. 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#SPLive360 @RHarbridge
  109. 109. 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.#SPLive360 @RHarbridge
  110. 110. An Example:#SPLive360 @RHarbridge Note: This isn’t accurate.. How is MS Structured?
  111. 111. The down side… •There is no UI or End User Functionality tied to this… yet. The up side… •Development Opportunity! #SPLive360 @RHarbridge
  112. 112. SharePoint Social Architecture New in 14 New in 14 Social Social Profiles Profiles Sync Sync Feedback Feedback Profile Service Profile Service Profile Service Profile Service Synchronization Synchronization Instance Instance 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#SPLive360 @RHarbridge
  113. 113. #SPLive360 @RHarbridge
  114. 114. 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#SPLive360 @RHarbridge
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  116. 116. #SPLive360 @RHarbridge
  117. 117. Profile Synchronization Architecture AD AD LDAP LDAP BCS BCS Service Service Import or Export to Example: Picture Goes to Directory Source AD from SharePoint!#SPLive360 @RHarbridge (Data Goes Both Ways!) New in 14 New in 14
  118. 118. • 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)#SPLive360 @RHarbridge
  119. 119. 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.)#SPLive360 @RHarbridge
  120. 120. • 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#SPLive360 @RHarbridge
  121. 121. Scale Considerations & Planning • Database Scale • 2 million user profiles with social features • 600 million tags/notes • 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#SPLive360 @RHarbridge
  122. 122. Scale – DB Sizing Tips#SPLive360 @RHarbridge
  123. 123. 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#SPLive360 @RHarbridge
  124. 124. ADAD#SPLive360 @RHarbridge LDAP LDAP Forest Forest
  125. 125. Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridgeBlog:Email:Resources: 700+ SharePoint IA Slides at.. 130+ SharePoint Standards at.. 80+ Downloadable Presentations.. @RHarbridge