15. SharePoint 2010 Wiki Capabilities
SharePoint Server: Enterprise Wiki Site Template – built on
SharePoint Publishing infrastructure
SharePoint Foundation:
Page Templates Categories Team Sites with Web Edit
(Content Types & Page
(Managed Metadata)
Layouts)
Easy page editing
Ratings Social Tags & Notes
(Web Analytics) (Social Store)
Wiki-linking with
auto-complete
Customizable Scalable
Cross-browser Rich
(Master Pages & CSS) (Output Caching)
Text Editor
#SPSocial @RHarbridge
16. 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
#SPSocial @RHarbridge
17. MY SITES, PROFILES,
PICTURES AND ACTIVITIES
DEMONSTRATION
#SPSocial @RHarbridge
19. Tip: Update MySite Top Navigation
1. As a site admin of the MySiteHost site collection, follow these steps:
2. Visit any page under the MySiteHost (like <mysitehost>/person.aspx) and
click Site Actions --> Site Settings
3. Click on “Top link bar” under the “Look and Feel” section to add, remove,
edit or reorder the links.
4. Add a link back to the Portal (or any site collection that might redirect users
to the MySiteHost.
#SPSocial @RHarbridge
21. Tip: Plan User Profile Properties
Property Name Example: Region Name
Source Example: System XYZ
Editable By Users Example: Editable By Users
Privacy Example: Everyone
Required or Optional Example: Optional
User Profile Property Planning Worksheet
#SPSocial @RHarbridge
22. 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
#SPSocial @RHarbridge
23. 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/}
3. Analyze and upload (user consent at client)
Outlook ->Options ->Advanced
4. Consent on suggestions (user consent at server)
#SPSocial @RHarbridge
24. How does Knowledge Mining Work?
Analysis on Client
Consent at Client
Consent at Server
Index on Server
Queried on Server and Client
#SPSocial @RHarbridge
26. 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
#SPSocial @RHarbridge
27. 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.
#SPSocial @RHarbridge
28. 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)
#SPSocial @RHarbridge
In Office Web Apps Yes Yes No
29. A Behind The Scenes Look
New in
2010
Social
Profiles Sync
Feedback
Profile Service
Profile Service Synchronization
Instance Instance
Web Front End
#SPSocial @RHarbridge
30. 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.
#SPSocial @RHarbridge
32. My Favorite Social Search Slide?
Refine by query
type, and many
Phonetic and nickname
other pivots
matching
Sort by relevance,
name or social
distance
Vanity
search
Improved result
Recently authored layout and hit-
content highlighting
#SPSocial @RHarbridge
34. Organizational Browser
• A simple way of ‘searching’ we can’t forget.
• Key Point: Uses Manager field from AD.
#SPSocial @RHarbridge
35. 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
#SPSocial @RHarbridge
36. 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
#SPSocial @RHarbridge
37. Improving Relevancy
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
Search Quality Confidence
#SPSocial @RHarbridge
Usage
43. My Sites & Profile Roll Out
Phase 1 Basic Profile
Import
Phase 2 MySites Piloted
Profiles
Implemented
Photos Updated
Phase 3 MySites Globally
Deployed
Custom Profile
Fields
From Central
Source
Profile Fields Users Can Edit Profiles
Phase 4 MySites
Customized
Integrated With
LOB Data
Profile Data With
Write Back To AD
Presentation
Customized
#SPSocial @RHarbridge
44. Social Feature Roll Out
Phase 1 Phase 2 Phase 3
Less Than 50% Profiles Populated Less Than 75% Profiles Populated Close to 100% Profiles Populated
Notes and Status Updates Notes & Status Updates Used Notes & Status Updates
Infrequently Used Frequently By Early Adopters Considered Cultural Norm
Community Sites Globally Communities Extended To
Community Sites Piloted
Deployed External Participants
Wiki Spaces Extended To External
Wikis Piloted Wiki Sites Globally Deployed
Participants
Leadership Blogs Piloted Department Blogs Deployed Personal Blogs Deployed
Discussion Boards Globally Discussion Boards Leading To New
Discussion Boards Piloted
Deployed Innovation Or Cost Savings
Tags & Notes Infrequent (Usage Tags & Notes Adopted (Usage
Tags & Notes (Expected)
Low) High)
Ratings Piloted On Knowledge Knowledge Base Initiating New Knowledge Base Podcasting &
#SPSocial @RHarbridge
Base Procedures/Policies Media
45. Map To Business Objectives
Direct Relationship Indirect Relationship
Have Highly Leadership
Provide Highlight Customer
Support Effective Supporting Personally
Positive Exceptional Transparent
Acquisitions Decision Community Engaging w/
Work Culture People Support
Making Customers
Internal Social
Collaboration
User Profiles
Personal
MySites
Internal Social
Networking
Communities Of
Interest
Communities Of
Practice
External Social
Authoring
Social CRM
#SPSocial @RHarbridge
47. Define Governance Control Levels
Home Page
“PUBLIC” SITES: Open Tightly
to all employees controlled,
formal
Functional Areas governance
Department Site –
“Public”
“PRIVATE” SITES: Open Some control,
to business group Department Team Site – “Private” some formal
members governance
TEAM SITES: Generally open Looser control,
Project/Initiative Team Sites less formal
to team members
governance
Personal Sites– My Sites
50. 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
#SPSocial @RHarbridge
52. Thank You
Organizers, Sponsors and You for Making this Possible.
Questions? Ideas? Feedback? Contact me:
Twitter: @RHarbridge
Blog: www.RHarbridge.com
Email me at: Richard@RHarbridge.com
Resources: PracticalIntranet.com,
SPStandards.com, SharePointDiagnostics.com
54. 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”
#SPSocial @RHarbridge
55. Scope of Training
• Trained To Lead By • Trained To Promote
Example Best Practices
• Trained To Make And Around Specific
Enforce Decisions Focus Areas
Center of
Executives
Excellence
Business
Employees
Units
• Trained To Create • Trained To Leverage
Knowledge And Social Collaboration,
Practice Networking And
Media
#SPSocial @RHarbridge
56. Opportunistic Driven Learning
Training Should Follow “Just In Time & Just Enough”
#SPSocial @RHarbridge
Image from Paul Culmsee
57. Support Updates
Objectives/Priorities
Site Classification and Platform Classification
Site Provisioning Process/Questionnaire
User Expectations Agreement
Roles and Responsibilities
Support Agreement(s)
Training and Communication Plans
MySite Policies (Pictures)…
#SPSocial @RHarbridge
58. Support Updates
User Lifecycle Policy
Taxonomy Management
Social Policies
Content Standards
Legal and Compliance Policy
Search Management
#SPSocial @RHarbridge SharePoint Standards Online
59. Multiple Tiers for Escalation
(You can’t know everything)
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning Libraries/Online/Help
#SPSocial @RHarbridge
60. Measure Support
Learn and use data to be proactive.
#SPSocial @RHarbridge
61. 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
#SPSocial @RHarbridge
62. 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.
#SPSocial @RHarbridge
64. 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
#SPSocial @RHarbridge
66. HR & Legal Considerations
For Social Strategies
67. 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 a social technology in the
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
their desktop? Their SharePoint MySite?
#SPSocial @RHarbridge
68. 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
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
opinions on their personal profile, or wants to
create a community of interest based on
religion what is the companies response?
#SPSocial @RHarbridge
69. 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.
#SPSocial @RHarbridge
70. 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)
#SPSocial @RHarbridge
72. 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
#SPSocial @RHarbridge
73. 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 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 mindsSharePoint use
If something unusual happens as a result of of those who
witnessed be documented with as much detail as possible
it must the event.
while it’s still fresh in the minds of those who were
participants or effected.
If action (especially disciplinary) is taken as a result of an
incident; information leading to the decision (including risks)
and how efficacy (success) will be monitored must be
retained.
#SPSocial @RHarbridge
74. 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?
#SPSocial @RHarbridge
75. 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?
#SPSocial @RHarbridge
76. 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?
#SPSocial @RHarbridge
* Notes & Status Updates Have No OOTB Auditing Or Information Policies.
77. 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)
#SPSocial @RHarbridge
79. 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
#SPSocial @RHarbridge
81. 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=<accountna
me>
#SPSocial @RHarbridge
82. 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
#SPSocial @RHarbridge
83. Scale?
• Enterprise Wiki pages (like all pages in Publishing)
support output caching
• Feature leveraged from publishing infrastructure
#SPSocial @RHarbridge
84. 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
#SPSocial @RHarbridge
85. 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)
#SPSocial @RHarbridge
86. 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
#SPSocial @RHarbridge
87. 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.
#SPSocial @RHarbridge
88. 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”
#SPSocial @RHarbridge
89. 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
#SPSocial @RHarbridge
90. 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.
#SPSocial @RHarbridge
91. An Example: Microsoft
Platforms, Entertainment
Business
Products, and and Devices
Division
Services Division Division
Windows Office Xbox
Online (Bing, Microsoft Microsoft
MSN, Live) Dynamics Games
Servers
#SPSocial @RHarbridge
Note: This isn’t accurate.. How is MS Structured?
92. The down side…
• There is no UI or End User Functionality
tied to this… yet.
The up side…
• Development Opportunity!
#SPSocial @RHarbridge
93. SharePoint Social Architecture
New in 14
Social
Profiles Sync
Feedback
Profile Service
Profile Service Synchronization
Instance Instance
Web Front End
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
#SPSocial cache
@RHarbridge
94. • Mid-tier Cache 256 MB by default (configurable)
• Optimized for “Most Used” (not most recently used)
profiles
• Average Case: ~0.5K per light profile
256MB/0.5K = 512,000 users
• Worst Case: ~1.8 K per light user profile
256MB/1.8KB = 142,222 users
#SPSocial @RHarbridge
95. User Profile: Storage 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
#SPSocial @RHarbridge
98. Profile Synchronization Architecture
AD LDAP
Social Data Profiles Sync
Web Front End
BCS
Service
Profile
Synchronization
Profile Service
Service
Instance
Instance
Import or Export to
Example: Picture Goes to
Directory Source
AD from SharePoint!
#SPSocial @RHarbridge (Data Goes Both Ways!)
New in 14
99. User Profile: Synchronization Tips
• 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)
#SPSocial @RHarbridge
100. 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.)
#SPSocial @RHarbridge
101. Social: SQL Tuning Tips
• 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
#SPSocial @RHarbridge
102. Scale Considerations & Planning
• 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
#SPSocial @RHarbridge
104. 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
#SPSocial @RHarbridge
105. Federation and Replication
Social Tags Profiles Sync Social Tags Profiles Sync
Profile Profile
Synchronization Synchronization
Profile Service Profile Service
Service Service
Instance Instance
Instance Instance
#SPSocial @RHarbridge AD
LDAP
Forest