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SharePoint 2010 Communities Overview
Business Usage
Challenges
Overview of Business Challenges
Increase productivityReduce operational costsIncrease responsivity
Increase Productivity
Building business communitiesBuilding individual identities that spans an organizationBuild flexible groups
Reduce Operational Costs
Inherent communities – present throughout the solution
Increase Responsivity
SharePoint 2010 Communities Features
Social Networking
My SiteProfile Social networking
People searchSocial feedbackPublishing
BlogsWikis
User Profiles
Maintains current user informationMultiple sourcesSets user context
Organization BrowserStatusRecent activityCommon relationships
ExpertiseAsk me about
My SiteMy Site
My Site Components
My Networ
k
My Content
My Profile
MySite Host My Site
My web application
My <other
>
Enterprise Managed Metadata
User Profile
ServicesSearch
Pages
Site Collections
Web App
ServiceApplicationProxies
Social Networking
Tracking ColleaguesBetter, more readable “newsfeed”Tracking colleagues forExtensible for third parties
E-mail notificationsNote boardColleague additionKeywords suggestions
Profile UpdatesAlerts to update profileStatus message
People and Expertise Finding
Expertise AnalysisExpertise Opt-inExpertise Search
Social Tagging
Social taggingExpertise taggingSocial bookmarking
Feedback
TaggingBookmarkingNote boardRatings
Keyword Suggestions
Activity Tracking
Tags, Notes and RatingsTags 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
User Generated Content and Participation
BlogsWikisEnterprise Wikis
Wikis
Satisfying user experienceRich content creationEasy content management
Wiki editing in Team Sites
Wiki Content with visual
editing
Add web parts to wiki content
New web part console
Publishing with Wiki syntax
Web parts added to wiki publish page
Wiki syntax
Uses publishing
ribbon
User Blogs and Team Blogs
SharePoint 2010 Social Investment
Modern UX with AJAXTagging, Ratings, BookmarkingNote boardMy SitesKnowledge MiningBlogsWikis Enterprise Wikis
Planning
Planning Overview
Business Planning
AdoptionInitiative planningCultural challengesPost-launch strategies
Technical Planning
Plan platformsUser Profile service overview Plan user profiles Plan policies for user profiles Plan for profile synchronization Plan for audiences Plan for My Site Web sites Plan for collaboration sites Plan an Enterprise Wiki
Business Planning
Essentials for Social Initiative Planning
Invest adequate resourcesHave champions to help you with roll-outThink about adoption strategies early in the projectFocus on usefulness, usability, and design in your solution Make sure your solution is compatible with existing systems Start with pilots, learn from these, and implement improvements based on feedbackPromote the solution and provide training if neededManage expectations
When to Focus on Adoption
Change management, cultural transformation,
bridging generation gaps
Phased implementation
Training, promotion
Concept Design Plan Pilot EvaluateLaunch/Monitor
Social Computing Initiative Phases
Adoption Strategies and Practices Subtext
Strategic and Cultural Subtext
Business value
Success metrics and
definition
Cultural Challenges
Fear by management over loss of controlFear by employees over loss of personal valueConfusion over the business impact of new social toolsHesitant about change and breaking away from existing conventions
Post-Launch Adoption Strategies
Encourage acceptance through viral growthTrain where appropriateAdvertise the social computing roll-outEncourage and respond to feedbackSponsorship and approval from managementIncorporate into employee related business processes – mentoring, skills validationLeverage new media Integrate social computing capabilities business processes
Commonly Asked Questions
Common Questions
1. How do you measure “success”
2. What is the magic number?
3. How often should you roll out new features?
4. How many “experts” should you enlist?
5. What’s the process for how you make the policy decisions?
Real-world Answers
1. Track monthly metrics: visits to site; number of content reads; number of searches; profiles completed; content added
2. Ultimately everyone should strive for 100% – many factors drive the magic number including size of company, geographic dispersion, age, culture, etc
3. Minimally every quarter during the first couple of years to adapt and meet needs
4. Two for every community of practice created; a steering committee of 3 to 7 for the overall solution or target evangelists by geography and workforce
5. Small steering committee
Technical Planning
Hardware and Software Platforms
64-bit Servers only!Enabling 2010 features will require more power!Dedicate SQL power to Logging DB and Web AnalyticsRecommended Hardware Requirements:
WFE and Apps Servers - Dual processor, 8 GB RAMSQL Server - Quad Core, 16 GB RAM
Recommended Software RequirementsClient – IE7 (IE8 preferred) / Fire Fox 3.5/ Safari for Mac browsers 64-bit Windows Server 2008 (or 2008 R2)64-bit SQL Server 2008 R2, 64-bit SQL Server 2008 or 64-bit SQL
Recommendations for IT
Phased approach – don’t overwhelm the usersImplement improvements/new features regularlyMake governance policies easy to find
Profile Service Application
Tags Profiles Sync
ServiceInstances
WCF
WFEMySite
Content DB WFE
Team Site
Content DB
Taxonomy Service
Term Store
Term ID Profile ID
Tagging WS
Search Service
Pro
file
an
d T
ag
C
raw
l
WFEPortal
Content DB
Profile Service Application Architecture
User Profiles
User Profile Properties
Profile Properties
Policies for User Profiles
Default Policies
EnabledRequiredOptionalDisabledUser OverrideReplicable
Everyone & User Override
Condition Disable the property
Make the property optional
Make the property required
The property is used by key user features.
X
The property is associated with key business data for applications in the Microsoft Business Connectivity Services.
X
The property is used when you create audiences.
X
User Profile Service administrators expect consistent and meaningful values for the property.
X
The property will rarely be used. X
The property will distract from more important properties.
X
You decide to provide default values for properties, but still want users to be able to remove the information, or if you want to enable each user to provide the relevant value for the property.
X
User Profile Properties Planning
Default Visibility Settings
EveryoneMy ColleaguesMy Team My ManagerOnly Me
Default Visibility Settings Planning
Condition Action
You want to use the property in search so that users can be found by searches for the property.
Set the default access policy to Everyone.
Properties that have more restrictive access will not be used by search.
The property is useful across workgroups and other divisions in your organization and does not contain sensitive information.
Make the property visible to everyone.
The property is mostly useful for collaboration inside an immediate workgroup or with a specific group of individually selected colleagues.
Make the property visible only to colleagues.
The property is of a private or sensitive nature.
Make the property visible only to the immediate manager, or in some cases, only the individual user.
Memberships and Colleagues
MembershipsColleagues
Locating People and Expertise
Synchronizing Profiles
Service Users Groups Incrementa
l Active Directory Domain Services (AD DS) 2003 SP2, 2008
Yes Yes Yes
SunOne (LDAP) 5.2 Yes No Yes
Novell eDirectory (LDAP) 8.7.3
Yes No Yes
IBM Tivoli (LDAP) 6.2 Yes No Yes
Policies for people features
Expected update frequencyAudience compilationPerformance and capacity of servers that are running Profile Services.Security
Social Feedback Administration
User Profile Service application administratorsCan be deleted
Profile ID or URLDate RangeSpecific Tag or note
Security
Planning for Privacy
You will need to proactively plan for privacyKey stakeholders are HR, Legal, IT and Business DriversTop Issues for My Site deployment
Picture usage – consent, company policyActivity feed
Who follows me? (custom)Two-way consent (custom)
Planning for Scale
Can be very large datasetsEnterprise metadata generates tags -> Internet Scale
Estimating the amount is not trivialWe use a model
Make estimate/assumptionsTrack usage and reapply
Need to scale UPWe are testing up to 600M rows at RTMCo-locate managed metadata, profile and search when possible
Planning for Privacy
Social tagging will be culturally disruptive Need to plan
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 endsDefine how to handle non-SharePoint and external sitesOnly Indexed sites can be trimmed out-of-the-box
Activity feed repercussions
Planning for Adoption
Best PracticesStart with a diverse employee advisory committee prior to deploymentSeed the social network and Tag corpusConnect with HR, Legal, and Executive sponsors to ensure a smooth deploymentAgree and Develop the workflow for handling concerns and escalations