Jaime Velez: SharePoint 2010 Social Computing

SharePoint 2010 Social Computing

User Profiles & My Sites Implementation

Presented byJaime Velez

Microsoft Services

July 31st, 2010

Agenda SP 2010 Services Architecture Overview Deploying User Profile Service Application Profile Synchronization Profile Properties User Profiles vs. My Sites Trusted Host Locations Lessons Learned in the Field Q & A

Evolution of Social Computing in SP

2001Team Sites / WorkspacesDiscussionsTeam CalendarsAlertsSearchMetadataRouting / Workflow

2003My SitesShared CalendarsSearch AlertsPresence awarenessEmail archiving to PFDiscussionsEnhanced workspaces

2007BlogsWikisMy SitesTeam SitesOutlook integratedDrag & drop calendarsRSSSearchMobile accessibleEmail archivingBusiness SourcedPublic ProfilesPeople SearchLight workflow

2010RatingsManaged Metadata ServiceAdvanced routing (based on metadata)Multi Import Sourced ProfilesStatus updatesActivity feedsKnowledge miningBookmarksFeedback/ratingNote board (Wall)Tag cloudsSocial taggingEnterprise taggingEnhanced WikisShare & Track tabIndividual and team blogsPeople and social searchDiscussionsOffline WorkspaceEnhanced presenceRich Mobile views

People and Expertise Finding

• Expertise Analysis– Keywords from Sent Emails– Social Tags for the person– Tags used by a person

• Expertise Opt-in– Track as Interests– Ask Me About– Privacy policy at Enterprise and

End-user level• Expertise Search– High relevance score for “Ask

me about”– Keyword related documents

Public Profile

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My Sites SharePoint 2010 My Sites allow users to share information and expertise across

organizations and give users a single point of access to the tools they use most

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Tagging

Content tagging lets users share and discover valuable information across teams, departments, and organizations

Subscriptions to tags enable users to receive updates on content, people, projects, and much more directly within their My Site

The “New” Services Architecture

Shared Service Provider

SharePoint

Search

Excel Calc Service

Business Data Catalog

User Profile Service

ContentConfig Workflow

SharePoint Server

Search

Excel Calc Service

Business Data Catalog

User Profiles

ContentConfig Workflow

2010SharePoint 2007

Windows SharePoint Services

SharePoint Service Applications

SharePoint 2010

Search

Excel Calc Service

Business Data Connection

User Profiles

SharePoint Foundation

ContentConfig Workflow

SharePoint ServerShared Service Provider

Windows SharePoint Services

SharePoint Service Applications

SharePoint 2010

Search

Excel Calc Service

Business Data Connectivity

User Profiles

SharePoint Foundation

ContentConfig Workflow

SharePoint Server

Sandboxed Code Service

Usage & Health Logging

Word Conversion

Service

PowerPoint Broadcast

Service

PerformancePoint

Visio Graphics Service

Access Service

Web Analytics Managed Metadata

3rd party services…

MOSS 2007 Recap My Sites & User Profiles were part of SSP SSP was all or nothing Single DB for Profiles + InfoPath + Excel,

etc. Parent-Child relationships for multiple SSPs

Did you take care of that thing?

SSP is dead!

Lots of New Databases

Services with their own DBs Partial List of services with own DB

◦ Search◦ People/Profile Import◦ Tagging◦ Taxonomy◦ InfoPath (session state)◦ Secure Store◦ LOBi◦ Web Analytics◦ Performance Point◦ Etc.

Service Architecture Terms• Service: A set of bits installed

on a farm that’s capable of providing some functionality

• Service Application: A specific farm-level configuration of the Service in SharePoint

• Service Machine Instance: A machine-level instance of the Service running on an app server.

• Service App Proxy: A pointer to a Service App that exists on the WFE

• Service Consumer: A SharePoint feature, such as a web-part, that talks with the service and makes its functionality available to an end user

http://itweb

http://msweb

SearchUser

Profiles

New Service App Model

SSP

SharePoint 2007 Model

http://hrweb/

SearchUser

Profiles

Excel Calc

Corp Farm

BDC

http://hrweb/

SearchUser

ProfilesExcel Calc

Corp Farm

BDCVisio

WAC

3rd party

Service

SharePoint 2010 Model

http://itweb/ http://itweb/

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Profile Store Architecture

Related ServicesW

eb

Fro

nt

En

dUser Profile Service

Social Data

Profiles

ProfileSynchronizati

onServiceInstance

Profile ServiceInstance

Sync

SearchIndexing Tags and Security

Trimming

Enterprise MetadataTagging and Profile Properties

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)

Deploying the User Profile SA Do Not Use Farm Config Wizard for Prod Follow Guidance Published on TechNet Practice, Practice, Practice! Not as easy as it was in MOSS 2007 New Permissions Requirements

User Profile Service Application

Deploying Profile Synchronization This was the most challenging steps during

beta Again, make sure to follow TechNet

Guidance Most common issues:

◦ Service account permissions◦ Service stuck in starting state

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Profile Synchronization Tips• User Profile Synchronization is a service, like any other

and needs to be explicitly started

• Directory Permissions−Need “Replicating directory changes” rights for the AD

credentials to read the changelog and perform incremental sync−Optional: need “Create All Child Objects” permissions for export

to Directory

• Write down the Connection plan−Connections, filters, property mappings (import/export, pictures)−2010 has strongly-typed property mapping (e.g. no string to int

cast!)−Fewer connections the better, recommend single connection for

a forest

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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 - users only (no groups)

• BCS−No export, no new records (rows)−Check your BCS models using the new external

lists

• Prescriptive guidance whitepaper for RTM

Nerdy by Nature

SharePoint is down with OPP!Other Profiles Properties

User Properties

SharePoint is down with OPP

SP 2010 introduces Sub-Types There are some benefits There are also some limitations!

Other Profiles Properties

Sub-Types Explained

Sub-Types Explained

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User Properties - Default Policies

• Enabled• Required• Optional• Disabled• User Override

−Enables users to change the default access policies, each user can decide who can see the values they entered for the property.

• Replicable - Everyone && no User Override −Replicate to SharePoint sites

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EveryoneMy ColleaguesMy Team My ManagerOnly Me

User Properties - Default Privacy Settings

My Site Trusted Host Locations Excellent feature for scalability Can also be used to enforce quotas to

groups of users

Scaling with Trusted Hosts Locations

Farm DC1 - ATL DC2 - DAL DC3 - PHX

MySite URL http://my1 http://my2 http://my3

MySite Host Trusted Locations my2, my3 my1, my3 my1, my2

Target AudiencesSPGroup2, SPGroup3

SPGroup1, SPGroup3

SPGroup1, SPGroup2

Rule: Member of=ADGoup2, ADGroup3

ADGoup1, ADGroup3

ADGoup1, ADGroup2

My Site Trusted Host Locations

User Profile with Content

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My SiteMy Site

My Site ComponentsMy

Network

My Content

My Profile

MySite Host My Site

My web application

My <foo>

EMM UPA Search

Pages

Site Collections

Web App

ServiceApplicationProxies

My Site architecture

MySite host Personal

Personal site

Personal site 2

Personal site 3

http://my

http://my/Personal/userid

Same root site collection for each user to provide generic functionalities

Each user will have own personal site by default for images, documents and other files

Thoughts.aspx Tag and notes

MyContactLinks.aspx Collegues

MyMemberships.aspx Memberships

Default.aspx

OrganizationView.aspx Person.aspx PersonContent.aspx TagProfile.aspx

Personal site

Document libraries Blog site

Blog functionality

My site page structureEditable page

_layouts - pages Personal site

Public site

User Profile Service Application

Key User Profile Service Considerations

Profile Customization Profile Store architecture Profile Synchronization

• Scale• Performance• Federation and Replication

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Planning for Privacy

• You will need to proactively plan for privacy• Key stakeholders are HR, Legal, IT and

Business Drivers• Top Issues for My Site deployment

−Picture usage – consent, corp. policy−Activity feed

−Who follows me? (custom)−Two-way consent (custom)

Q & A

Thank You!