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October 30-31 Ÿ Greenwich, CT
SOCIAL BUSINESS & SHAREPOINT CONFERENCE
EVERYTHING YOU NEED TO KNOW ABOUT SHAREPOINT'S SOCIAL CAPABILITIESPart 1 – Focus: Technology Capabilities
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Who am I?
BostonWashington
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SPTechConSPTechConThe SharePoint The SharePoint Technology ConferenceTechnology Conference
SPTechConSPTechConThe SharePoint The SharePoint Technology ConferenceTechnology Conference
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Our Goal Today…
From Here To Here
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Information!
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Connecting Value To SharePoint Social Features
What is the Value?
Lowers the costof sharing and organizing
Surfaces knowledge and networks
Increases employeeengagement
• Lowers Cost Of Sharing & Organizing Information
• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation
• Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To
Find Content
Communities
Search
Sites
Composites
ContentInsights
Not Just Communities… Leveraged Everywhere
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SharePoint SocialFeature Exploration
WIKIS, BLOGS AND DISCUSSIONS DEMONSTRATION
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SharePoint 2010 Wiki CapabilitiesSharePoint 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)
#SPSocial @RHarbridge
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
MY SITES, PROFILES, PICTURES AND
ACTIVITIESDEMONSTRATION
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My Site Components
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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 Settings3. 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
Tip: SharePoint Magnifies Issues
Active Directory Not Up To Date?
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Tip: Plan User Profile PropertiesProperty 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
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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
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Property Tags and Knowledge MiningWhere are the tags?
•Outlook 2010 {Sent Items}•Sharepoint Server 2010
Control and Consent1.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)
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How does Knowledge Mining Work?
TAGS, NOTES AND RATINGS
DEMONSTRATION
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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
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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.
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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
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Social Feedback
Social Feedback ProfilesProfiles
Profile ServiceSynchronizati
onInstance
Profile ServiceSynchronizati
onInstance
Profile ServiceInstance
Profile ServiceInstance
SyncSync
New in 2010
New in 2010
A Behind The Scenes Look
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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.
PEOPLE SEARCHDEMONSTRATION
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My Favorite Social Search Slide?
Phonetic and nickname matching
Phonetic and nickname matching
Improved result layout and hit-
highlighting
Improved result layout and hit-
highlightingRecently authored
contentRecently 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 searchVanity search
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The “Stuff” in MySites for Search
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Organizational Browser• A simple way of ‘searching’ we can’t forget.
• Key Point: Uses Manager field from AD.
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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
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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
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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
Improving Relevancy
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Search Is Already Social
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Search Suggestions
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Search Best Bets & Keywords
Tip: Search Keywords & Best Bets Can Be Used To Deterministically Result In a Person
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SharePoint 2013Social Feature Exploration
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Communities in 2013
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Title
Posts and replies
Description
Navigation
Community Categories
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Community Postings
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Community Conversations
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Community Owner Tools
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Rating vs Liking
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Reputation & Badges
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Reputation & Badges
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Social Newsfeed
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Social Newsfeed
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Privacy Settings
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Search Social Tags
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Public Page, Personal Site, Social Features
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How You Follow…
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How You Follow…
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What Am I Following?
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Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridge Blog: http://www.RHarbridge.comEmail: [email protected]:
700+ SharePoint IA Slides at.. PracticalIntranet.com 130+ SharePoint Standards at.. SPStandards.com15 Pages of Important Questions at..
SharePointDiagnostics.com
Thank You Organizers, Sponsors and You for Making this Possible.
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Social TechnologyVendors & Tools
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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
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TechnicalTips and Tricks
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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 activitieshttp://<mysitehost>/_layouts/activityfeed.aspx?publisher=<accountname>
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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
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Scale?• Enterprise Wiki pages (like all pages in Publishing)
support output caching• Feature leveraged from publishing infrastructure
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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
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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)
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Activity Feed Architecture
User Profile DB: Activity Feed
User Profile DB: Change Log
Social DB
Gatherer(Timer Job)
InjectionOM
Multi-castUni-cast
Your Gatherers
WebPart, Object Model
& Atom
Consolidated or
Published
Example: CRM Gatherer
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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.
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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”
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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
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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.
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An Example:
Note: This isn’t accurate.. How is MS Structured?
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The down side…•There is no UI or End User Functionality tied to this… yet.
The up side…•Development Opportunity!
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SharePoint Social Architecture
Social Feedback
Social Feedback ProfilesProfiles
Profile ServiceSynchronizati
onInstance
Profile ServiceSynchronizati
onInstance
Profile ServiceInstance
Profile ServiceInstance
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)
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User Profile: Storage Architecture
User Profile DB
Profile and Activity FeedSocial Data DB
Tags, Keywords, Comments, Bookmark, RatingsMainly stores GUID (to the taxonomy term) or the note or rating, URI, Profile ID, Timestamp, URI disambiguation infoTerm values for use on the Newsfeed and Tags & Notes PageSync DB
Staging sync data for AD, LDAP, BCS
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Profile Synchronization Architecture
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!
#SPSocial @RHarbridge
• 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
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.)
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• 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
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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
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Scale – DB Sizing Tips
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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 ADLDAPForest
ADLDAPForest
#SPSocial @RHarbridge
SharePoint 2013: Social Features
• http://hermansberghem.blogspot.com/2012/08/social-capabilities-of-sharepoint-2013.html
#SPSocial @RHarbridge97
Questions? Ideas? Feedback? Contact me:Twitter: @RHarbridge Blog: http://www.RHarbridge.comEmail: [email protected]:
700+ SharePoint IA Slides at.. PracticalIntranet.com 130+ SharePoint Standards at.. SPStandards.com15 Pages of Important Questions at..
SharePointDiagnostics.com
Thank You Organizers, Sponsors and You for Making this Possible.