Social In SharePoint 2010

1. SOCIAL IN SHAREPOINT 2010 @rharbridge Presented by: Richard Harbridge

2. Who Am I? Richard Harbridge Loves Technology (Especially SharePoint ) Loves Communities Loves Social Networking Loves Business Analysis Loves Project Management Loves Speaking Blah blah blah blah blah @rharbridge

3. Today’s Overview

4. Social Stuff Not Being Covered?

5. What is the Value?

6. Lowers the cost of sharing and organizing Surfaces knowledge and networks Increases employee engagement

7. • Reduces Organizational Barriers • Improves Business Agility • Compliments Talent Management • Promotes End User Innovation

8. • Improve Search Relevance • Improve Content Authority • Empower More People to Contribute • Add Further Contextual Relevance

9. Communities Search Sites Composites ContentInsights Not Just Communities… Leveraged Everywhere

10. Why should I use SharePoint?

11. Why should I use SharePoint? Integration

12. WIKIS AND BLOGS

13. SharePoint 2010 Wiki Capabilities

14. SharePoint 2010 Wiki Capabilities SharePoint Server: Enterprise Wiki Site Template – built on SharePoint Publishing infrastructure Page Templates (Content Types & Page Layouts) Ratings (Web Analytics) Scalable (Output Caching) Customizable (Master Pages & CSS) Categories (Managed Metadata) Social Tags & Notes (Social Store)

15. Wiki Architecture • Wiki’s are publishing sites! • Can be branded using Master pages and CSS • Can use content types and page layouts • Scalable: Uses publishing feature output cache • Wiki’s use managed metadata • Site provisioning causes group creation • Metadata column automatically added

16. Scale? • Enterprise Wiki pages (like all pages in Publishing) support output caching • Feature leveraged from publishing infrastructure

17. Development? • 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

18. Blogs… • Ever tried searching for SharePoint 2010 Blog features, changes or anything else? • Hard to find new information unless you actually test it… • 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 

19. Blogs…

20. MY SITES, PROFILES, PICTURES AND ACTIVITIES

21. SharePoint Foundation vs SharePoint Server • You need SharePoint Server for almost everything discussed in this presentation today. • You do not need Enterprise Client Access license for almost everything discussed in this presentation today.

22. My Site Components

23. Activity Feed • Extensible Enterprise Activity Feed • It has a Web part • It uses a Atom 2.0 feed • Two types • Consolidated – Activities from everything I track http://<mysitehost>/_layouts/activityfeed.aspx?consolidated=true • Published – My activities http://<mysitehost>/_layouts/activityfeed.aspx?publisher=<accountname>

24. Activity Feed Architecture User Profile DB: Activity Feed User Profile DB: Change Log Social DB Gatherer (Timer Job) Injection OM Multi-cast Uni-cast Your Gatherers WebPart, Object Model & Atom Consolidated or Published Example: CRM Gatherer

25. 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” Expect a lot of ‘connectors’ from vendors {imo}.

26. Feed Readers • Easy to consume Atom2.0 feed!  • Request #s are generally very large! • MS Goal – 2000 Requests Per Second • At SPC09 – 500-700 with activity, 2100 without activity • {Aim is for 600,000,000 rows of data to be supported… another way of looking at this… 100,000 users worth of stuff over 10 years if they do 3000 ‘entries’ per year.}

27. 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 • To support your policy and picture store

28. 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

29. Top Issues for My Site Deployment • Picture Usage – Consent and Corporate Policies • Activity feed • Who follows me? (custom) • Two-way consent (custom)

30. SOCIAL FEEDBACK

31. Social Feedback • Feedback = 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

32. Social Feedback • 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.

33. Tags, Notes and Ratings Tags Notes Ratings Description Keyword bookmarking Short comments (<3000 characters) 5-Star Ratings Web part/control No Yes Yes Discover content by colleague or keyword Both Colleagues Colleagues Web pages, List Items, Documents Yes Yes Yes Doc Library/List Sort and Filter Yes (Doc authors only, requires enterprise keywords field) No Yes Indexed by Search Yes No Yes Bookmark-let for external or non- SharePoint pages Yes Yes No Enterprise taxonomy management Yes No No In Office 2010 Client Yes (Doc authors only, requires enterprise keywords field) Yes No? In Office Web Apps Yes Yes No

34. Inter-related Services Social Feedback Social Feedback ProfilesProfiles Profile Service Synchronization Instance Profile Service Synchronization Instance Profile Service Instance Profile Service Instance SyncSync New in 14New in 14

35. Planning for Scale • Can be very large datasets • Enterprise metadata generates tags -> Internet Scale • Estimating the amount is not trivial • Microsoft uses a model {How many items are tagged? How often? etc} • Make estimate/assumptions • Track usage and reapply • Need to scale UP • Microsoft is testing up to 600M rows at RTM • Co-locate managed metadata, profile and search when possible

36. 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.

37. Planning for Privacy • Social tagging will be culturally disruptive • Need to plan and decide • 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

38. 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.

39. Planning for Adoption • Best Practices • Start with a diverse employee advisory committee prior to deployment • Seed the social network and Tag corpus • Connect with HR, Legal, and Executive sponsors to ensure a smooth deployment • Agree and Develop the workflow for handling concerns and escalations

40. 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/} 1. Analyze and upload (user consent at client) Outlook ->Options ->Advanced 1. Consent on suggestions (user consent at server)

41. How does Knowledge Mining Work?

42. Planning for Privacy • User education about company policy • How did “it” know? • Email notifications {Shared Understanding} • “Suggestions” only visible to owner • Only indexing “Everyone” Profile Properties

43. SOCIAL SEARCH

44. The “Stuff” in MySites for Search

45. Organizational Browser • A simple way of ‘searching’ we can’t forget. • Key Point: Uses Manager field from AD.

46. Better User Profiles = Better Search • Encourage users to have photos and update profile information • Turn on ‘knowledge mining’ and encourage users to publish suggested keywords • Setup connection to Managed Metadata Service Application • Add custom profile properties

47. Remember me? Social Feedback Social Feedback ProfilesProfiles Profile Service Synchronization Instance Profile Service Synchronization Instance Profile Service Instance Profile Service Instance SyncSync New in 14New in 14

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

49. My Favorite Social Search Slide? Phonetic and nickname matching Phonetic and nickname matching Improved result layout and hit- highlighting Improved result layout and hit- highlighting Recently authored content Recently authored content Refine by query type, and many other pivots Refine by query type, and many other pivots Sort by relevance, name or social distance Sort by relevance, name or social distance Vanity search Vanity search

50.  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 Go Beyond the Search Box Social Behavior Drives Search Quality

51. Click through improves relevance The wisdom of the masses helps the masses

52. Search suggestions Helping users form better queries

53. Social Definitions: what they say…

54. Social Tags

55. USER PROFILES

56. Typical: Business System Centric Business System

57. User Profile Store: Person Centric

58. User Profile Store: Person Centric UX My Site Profile Newsfeed Profile Synchronization Organizational Role and Policies Web Service Profile Store Social Network UX My Site Profile Newsfeed Profile Synchronization Organizational Role and Policies Web Service Profile Store Social Network UX My Site Profile Newsfeed Profile Synchronization Organizational Role and Policies Web Service Profile Store Social Network UX My Site Profile Newsfeed Profile Synchronization Organizational Role and Policies Web Service Profile Store Social Network

59. Sub Types basically allow us to create seperate ‘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

60. Organizations are another way of organizing user profiles. It can be used in a variety of powerful ways… It is not working quite right in the Beta… and Technet has no (easy to find) information on it… http:// technet.microsoft.com/en-us/library/ee662520%28office.14%29.a Not to worry though…

61. 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.

62. An Example: Note: This isn’t accurate.. How is MS Structured?

63. The down side… •There is no UI or End User Functionality tied to this… yet. The up side… •Development Opportunity!  {I would expect significant impact on this by the time of RTM. Not sure how much will be usable and Beta isn’t stable when it comes to this functionality from what I can find.}

64. Remember me? Again? Social Feedback Social Feedback ProfilesProfiles Profile Service Synchronization Instance Profile Service Synchronization Instance Profile Service Instance Profile Service Instance SyncSync New in 14New in 14 WFE talks to the service and SQL, maintains Front-end cache Mid-tier cache, optimized for most- used profiles, 256 Mb default (good for 500k users on average)

65. Profile Store Architecture User Profile DB •Profile and Activity Feed Social Data DB •Tags, Keywords, Comments, Bookmark, Ratings •Mainly stores GUID (to the taxonomy term) or the note or rating, URI, Profile ID, Timestamp, URI disambiguation info •Term values for use on the Newsfeed and Tags & Notes Page Sync DB •Staging sync data for AD, LDAP, BCS

66. What’s in 2010 for User Profiles? • New: User Profile Synchronization service • Major changes: Connection creation • Major changes: Connection Filters • Major changes: Property Mapping

67. Profile Synchronization ADAD LDAPLDAP BCS Service BCS Service New in 14New in 14 Import or Export to Directory Source (Data Goes Both Ways!) Example: Picture Goes to AD from SharePoint!

68. • 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)

69. 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.)

70. • 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

71. Scale • 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

72. Scale – DB Sizing Tips

73. 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

74. AD LDAP Forest AD LDAP Forest

75. • Don’t federate User Profile service globally, replicate them instead. • Federate the taxonomy service • Run local instances of user profile synchronization for AD/LDAP forests • Use Audiences for redirecting users to the right profile and my site hosts (since you have multiple if replicating) • Use the Audiences for replication scope

76. QUESTIONS?

77. Other Stuff… • Manage User Permissions in User Profile Service Application’s Central Admin -> Demo • Enable Activity Feed Job and Activity Feed Cleanup Job (if no data in newsfeed) • Migrating SharePoint 2007 My Links • From Connect to Office button, each user can copy My Links into social tags

78. More Stuff… • Tags and Notes are Security Trimmed and relies on search. If inconsistent ensure search has crawled. • My Network page? Only the my site host owner can really modify. • update-spprofilephotostore can fix lots of wonky images in people’s profiles. • Colleagues, DL, and SP Site Membership is indexed

79. Development NameSpaces to Check Out • What’s New: User Profiles and Social Data • Microsoft.Office.Server.ActivityFeed • Microsoft.Office.Server.SocialData • Microsoft.Office.Server.UserProfiles • Don’t forget Activity Feed as an example uses RSS!

80. Development WebServices to Check Out • What’s New: Web Services You Can Use • UserProfileService • UserProfileChangeService • SocialDataService • PublishLinksService • Organization Profiles… aren’t working in Beta? • Not that much documentation yet. Soon!

81. Presentation Sources Quite a few people! Jessica Alspaugh (Search) Venky Veeraraghavan (Activities, Feeds, Pictures, etc) Alina Fu (Conversation/Insight) Gail Giacobbe and Ted Pattison (Wiki)  Tanuj Bansal (User Profile Service/Data)  And many more…

82. Thank You Let’s talk, and/or tweet! Twitter: @rharbridge Blog: sharepointkb.wordpress.com LinkedIn: www.linkedin.com/in/rharbridge Send me your emails, and let me know your feedback!  Email me at: harbrich@hotmail.com