Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
Charlotte SPUG - Planning for MySites and Social in the Enterprise
1. Planning for MySites and
Social Features in the Enterprise
Charlotte SharePoint User Group
Mike Oryszak
November 17th, 2010
2. • Principal Consultant with Intellinet
• Microsoft SharePoint Server MVP
• Dev and Architect with MS stack since 1996
• Working with SharePoint since 2002
• Raleigh-Durham, NC Area since 1998
About Me
3. • Architecture and Feature Overview
• Planning for Deployment
• Planning for User Profiles
• Approaches to Governance
Session Overview
5. • Two sections
– Shared MySite Host
– Personal Site Collection
• Shared Host Includes
– Newsfeed
– User Profile Pages
• Personal Site Collection
– “My Content”
• Can Include Targeted Links
Architecture and Feature Overview
6. • Aggregated List of Events
– Profile Changes
– Anniversaries
– Birthdays
– Blog Posts
– Tagged Items
– Status Messages
• Settings Personalized
– Subscribe to Events
Architecture and Feature Overview
Newsfeed
7. • Bio Info
• Organization Browser
• Extended Profile
• Content Authored
• Note Board
• Colleague List
Architecture and Feature Overview
User Profiles
8. • Personal Site Collection
– User is the Owner
– Personal & Shared Content
– Can Create Sub-Sites
– Great “home base”
Architecture and Feature Overview
My Content Site
10. • Always Deploy MySite Host
– My Site Host Site needed to support User Profiles
– Set User Permissions to:
• Allow Personalized Features
• Allow Provisioning of My Content site
• Allow Social Features
• Without MySite Host
– Cannot view User Profiles
– Social Features only partially functional
Recommendation: Deploy MySite Host and set appropriate
permissions.
Planning for Deployment
MySite Host Configuration
11. • Decide Where to Configure MySite Host
• Dedicated Web Application
– Segment Personal from Intranet and Collaboration Sites
• Provides better scalability
• Dedicated Content Database(s), can be restored separately
• Apply different Policies
• Within Existing Web Application
– Very small number of users (under 25 users)
– User Profiles only, limited or no My Content sites
– With Custom Auth to prevent additional Auth request
Recommendation: Plan ahead and separate unless requirements
dictate it is on the Shared Web App.
Planning for Deployment
MySite Host Location
12. • Calculate Potential Site Collection and storage numbers
– # Users = # of Potential Site Collections
– # Users * Quota = Potential Space Requirements
• Consider Impact on Servers and Database
– Allocate multiple Content Databases
Planning for Deployment
MySite Capacity Planning
13. • My Content Sites - Minimize Customizations
– Maintaining customizations difficult across n site collections
– Use Feature Stapling if needed, avoid Custom Site Defs
• User Profiles
– Easier to customize since shared by all users
• Limitations
– Turning some features off can be difficult (ex. User Status)
– Privacy Policies Pre-Set
Planning for Deployment
MySite Customization
14. • Share Services Between Farms
– Can centralize User Profiles in Multi-Farm Global Deployment
– Can specify multiple MySite Host Locations with targeting
• Segment User Profiles
– Can provision additional User Profile Service Applications
• Internal versus External users
• Segment by organizational boundaries
Planning for Deployment - Advanced
Multiple Farms or Groups of Users
15. PLANNING FOR USER PROFILES
Planning for MySites and Social Features in the Enterprise
16. • Attributes
– @60 Out of the box attributes
– Can define custom attributes for your organization
– Makes finding people easier
– Highly Configurable
• User Editable
• Show on Profile
• Show on Edit Form
• Show in Newsfeed
• Privacy Policy
Recommendation: Define attributes that describe and support your
organization and processes.
Planning for User Profiles
Custom Attributes
17. • Privacy Controls
– Defines who can see what;
– Default Global Policies
– User Override
– Standard Levels (not customizable)
• Only Me
• My Manager
• My Team
• My Colleagues
• Everyone
Recommendation: Be mindful of sensitive data (pay grades) but as
open and transparent as possible.
Planning for User Profiles
Privacy Policies
18. • Leverage Existing Systems
– Create a comprehensive profile with attributes from each system
– Continue to manage attributes in the Source Systems
• Source Options
– Active Directory
– BCS calling Custom DB or Line of Business System
• Example:
– Active Directory for core attributes
– HR System for Position and Education Info
– Learning Management System for Training and Certifications
Planning for User Profiles
Profile Synchronization
19. • Can Provide Be Leveraged in Workflow Processes
– Centrally maintained, not process dependent
– Key attributes like:
• Manager
• Delegation
• Division
• Department
• Approval Budget
– Fully accessible via the API and Web Services for use in
other systems
Planning for User Profiles
Support Business Processes
21. • Leverage or Reference other Appropriate Use Policies
– Information, Email and Internet Use Policies
• Match to organization’s maturity
– Harassment incidents, IM or Social Networking abuse?
• Strike balance appropriate balance to build teams
and support collaboration
• Make the policy accessible
Approaches to Governance
Appropriate Use Policies
22. • Provide a mechanism to report violations
• Allow the community to self-police as much as
possible
• Take action for any valid incidents and reinforce
expectations
Approaches to Governance
Enforcement
23. • Administrators can find (and delete) Tags and Notes
– By User
– By URL
– By Keyword
Approaches to Governance
Monitoring Tags and Notes
24. • Focus on Business…
– New Products, Industry News and Reports
– Keep employees informed and connected
• Support Social Interactions
– New Baby, promotion, softball league
– Strong social ties enhances collaboration and engagement
• Allow Creativity
– Support creativity and expressiveness within reason
– Some employees are clowns or jesters
• Employees Already Using Social Tools
– Already using tools like LinkedIn, Facebook, Twitter
– These other tools cannot be fully monitored
Approaches to Governance
Setting the Tone
25. • Large Enough to Be Useful
• Compare to Shared Drive Quotes
– Groups used to strict quotas adapt easier
• Considered Tiered Quotas
– Personal – 75mb
– Personal Plus – 150mb
– Executive -300mb
• Balance User Needs with Maintainability and
current storage availability.
Approaches to Governance
Quota Management for My Content
27. • TechNet – User Profile Service Overview
– http://technet.microsoft.com/en-us/library/ee662538.aspx
• User Profiles – Creating Custom Properties
– http://nextconnect.blogspot.com/2010/06/user-profiles-creating-custom.html
• User Profiles – Driving Business Process
– http://nextconnect.blogspot.com/2010/06/user-profiles-driving-business-process.html
• My Site Provisioning Methods
– http://nextconnect.blogspot.com/2010/03/mysite-provisioning-methods.html
• Configuring Social Aggregation Jobs
– http://nextconnect.blogspot.com/2010/06/configuring-sharepoint-2010s-social.html
• Social Computing Posts
– http://nextconnect.blogspot.com/search/label/Social%20Computing
Additional Resources