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Customizing the Social Workload

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Presentation on theme: "Customizing the Social Workload"— Presentation transcript:

1 Customizing the Social Workload
Microsoft SharePoint 2013 Customizing the Social Workload SharePoint Practice

2 Module Overview Working with Feeds 20489A
13: Customizing the Social Workload Working with Feeds

3 Lesson 1: Overview of the Social Workload
13: Customizing the Social Workload Configuring a Development Environment for Social Solutions

4 Introducing the Social Workload
13: Customizing the Social Workload My Site Newsfeed SkyDrive Sites Tagging Following Liking Community Sites Forums This is a high level introduction to the social workload in SharePoint Do not spend too long on this topic.

5 Changes to My Sites in SharePoint 2013
13: Customizing the Social Workload Newsfeed Status updates Profile information Access to blog and task list SkyDrive Personal and shared files Synchronized with the desktop Sites Manage followed sites Views suggested sites Create a new site The focus for this topic should be the new layout of the My Site, and the integration of social within SharePoint. Position the My Site as the point of aggregation for social activities; but not the place where a lot of the activities take place.

6 Demonstration: Using My Sites in SharePoint 2013
13: Customizing the Social Workload In this demonstration, you will see a short overview of the new My Sites and social features in SharePoint 2013 There is a demonstration in the next exercise which covers how to use hashtags and the newsfeed. You should avoid spending too much time on these at this point. If you want to extend this demonstration (for example if the student understanding of the social features is limited), you could browse to a site (e.g. dev.contoso.com, project.contoso.com) and follow the site. You could also demonstrate suggesting a site, and view the suggested site on the sites hub. Pat Coleman is used as a secondary account in the lab so this may be an appropriate account for you to use. Preparation Steps You may want to start the virtual machine in advance to save time during the demonstration. Demonstration Steps Start the 20489A-LON-SP-13 virtual machine. Log on to the LONDON machine as CONTOSO\Administrator with password Pa$$w0rd. On the Start screen, click Internet Explorer. In Internet Explorer, in the address bar, type and then press Enter. If SharePoint displays the We’re still collecting the latest news. You may see more if you try again a little later message, periodically refresh the page. This may take many minutes. Explain that SharePoint uses timer jobs to populate the newsfeed and as a result of the virtual machine being shut down for extended periods, these timer jobs must execute before the feed is populated. This is unlikely to happen in a production environment. Point out the Newsfeed page including the Following, Everyone, and Mentions feeds. On the quick launch menu, click About me. Point out the feed of activities. On the quick launch menu, click Blog. Point out the blog entries and blog tools. (More notes on the next slide)

7 Configuring a Development Environment for Social Solutions
13: Customizing the Social Workload Service Applications State Service Managed Metadata Service Search Service Application User Profile Service Application Services Distributed Cache Managed Metadata Web Service Search Host Controller Service Search Query and Site Settings Service SharePoint Server Search User Profile Service (optional) User Profile Synchronization Service (optional) Work Management Service There are a large number of services and service applications which students need to configure before they develop social solutions. Emphasize the service applications, and touch on the differences between the User Profile Service and the User Profile Synchronization Service. Most students should already be aware of the differences, but it is worth ensuring that students are aware that they are different. In a production environment the configuration would often be performs by an IT pro rather than a developer, so students should be aware that while best practices exist, this course only covers sufficient detail to configure a simple development environment and does not necessarily adhere to best practices (as is common for development environments).

8 Lesson 2: Developing Social Solutions
13: Customizing the Social Workload Liking Posts

9 20489A Demonstration: Tagging and Following Entities by Using Out-of-the-Box Functionality 13: Customizing the Social Workload This is a very high-level introduction to some of the social facilities. Most students should already be familiar with these facilities, so this demonstration should be fast. If any students are not already familiar then this could be a good opportunity to ensure that everyone has a good broad knowledge of the out-of- the-box functionality. Possible extensions to this demonstration could include viewing the list of features on the project.contoso.com site (the Newsfeed feature will be active), and posting on the newsfeed or the My Site. If you expand on this demonstration, avoid using the hashtag #P2822, so as to avoid making any changes which impact the lab. Preparation Steps You may want to start the virtual machine in advance to save time during the demonstration. Demonstration Steps Start the 20489A-LON-SP-13 virtual machine. Log on to the LONDON machine as CONTOSO\Administrator with password Pa$$w0rd. On the Start screen, click Internet Explorer. In Internet Explorer, in the address bar, type and then press Enter. On the quick launch menu, click Newsfeed. On the Newsfeed page, in the Start a conversation text box, type This is a #newtag, and then click Post. In the new post, click #newtag. On the About #newtag page, click follow. In the I’m following list, above tags, click the number 1. (More notes on the next slide)

10 Configuring App Permissions
13: Customizing the Social Workload The student content includes the following note: To simplify development, you can choose to use the Tenant scope. After development and for final testing you should use more restrictive permission scopes. For testing and production, you should deploy you app by using an app catalog. If you attempt to debug an app that uses social features without specifying the Tenant scope, and without deploying by using an app catalog you may get unexpected errors. You should ensure that students are aware of this as it may cause problems in the lab if they attempt to use restrictive permissions while debugging from Visual Studio.

11 Actors act on other actors
Understanding Actors 13: Customizing the Social Workload Actor: User Site Tag Document Actors act on other actors A user mentions another user A user follows a site SocialActor class Ensure that students are aware that they will use actors throughout development of social solutions. This applies regardless of development platform that the student chooses to use.

12 Following Entities SocialFollowManager SocialActorInfo Follow: Sites
13: Customizing the Social Workload SocialFollowManager SocialActorInfo Follow: Sites Users Tags Documents Make sure that students are aware that they can still use code to follow an actor even if the Follow Content site Feature is disabled.

13 Managing Following Managing following Can the actor be followed?
13: Customizing the Social Workload Managing following Can the actor be followed? Is the current user already following the actor? Explain that managing following correctly is important to developing apps with a coherent interface. Exposing follow buttons on items which are either already followed, or cannot be followed will confuse end users and is likely to impact on the uptake of the app.

14 Liking Posts Liking posts Can the post be liked?
13: Customizing the Social Workload Liking posts Can the post be liked? Does the current user already like the post? Ensure that students are aware of the parallels between liking and following, and explain that the code is very similar for both tasks.

15 Lesson 3: Working with Feeds
20489A Lesson 3: Working with Feeds 13: Customizing the Social Workload Adding Mentions and Tags to a Feed Post

16 My Sites uses difference content types to other sites to store posts.
20489A Introducing Feeds 13: Customizing the Social Workload Available on any site Site Feed Feature Activated by default on My Sites Not activated by default on most other site templates My Sites uses difference content types to other sites to store posts. No change in social APIs Can impact posts retrieved directly, for example by using search Ensure that students are aware that while the Site Feed Feature is not activated by default on most site templates this is not always the case. Suggest that students use Feature dependencies to ensure that the Site Feed Feature is available if required by solutions that they develop.

17 Retrieving Feeds SocialFeedManager Feed Options Threads 20489A
13: Customizing the Social Workload SocialFeedManager Feed Options Threads Ensure students are aware that a feed consists of a number of threads, and each thread may contain multiple posts, a root post and any number of replies.

18 20489A Posting to a Feed 13: Customizing the Social Workload

19 Adding Mentions and Tags to a Feed Post
13: Customizing the Social Workload @Mentions #Tags Replace tags and mentions with placeholders are you working on #P892 ? are you working on {1} ? Array of SocialDataItem objects Pat #P892 If any of the students are Visual C# developers it might be worth pointing out that the syntax for the modified string is the same as the String.Format method. Point out the difference between a mention and a hashtag – is left in the original string while the # is added to the tag array.

20 Lab: Creating a Social App Part
13: Customizing the Social Workload Exercise 3: Using Search to Retrieve Newsfeed Posts Exercise 1: Displaying a Project Site Newsfeed In this exercise you will add code to an existing app part to retrieve a newsfeed from a SharePoint project site that has the newsfeed features enabled. First you will configure the permissions required for access to the social features, and then you will add the code to load and display the newsfeed, before testing the app. Exercise 2: Posting a Message to a Newsfeed In this exercise, you will modify the app part to include the necessary controls and code to post a message to the project site newsfeed. First you will add controls to the page to enable a user to type a message and to submit that message. Then you will add code which parses the message typed by the user to identify any hashtags included in the message. The code will also append a hashtag to the message by using a utility method already provided in the app code to retrieve the project code from the project site property bag. You will then use an asynchronous request to submit the new post. Finally, you will test the app part. Exercise 3: Using Search to Retrieve Newsfeed Posts In this exercise, you will add code to the app part to supplement posts from the newsfeed on the project site with posts on users’ My Sites. You will use the search service to retrieve the posts from users’ My Sites. You will review the code which displays the newsfeed on the app part, and add necessary helper functions to retrieve additional properties related to the posts returned by the search service. You will then test the app.

21 20489A Lab Scenario 13: Customizing the Social Workload Management in Contoso want to encourage users to use the social features in SharePoint. To simplify the process, they want to ensure that comments made about a particular project are always displayed on the corresponding project site. To facilitate this, they want to add an App Part to each project site which enables users to post messages related to that project to a site newsfeed. However; instead of simply posting a message to the site newsfeed, the App Part should append the project code to every post as a hash tag. The project code for each project site is stored in the site property bag. In addition to

22 20489A Lab Scenario 13: Customizing the Social Workload customizing the post process, the App Part should further extend the default functionality by using the search service to retrieve any posts which users have added to their My Site newsfeed which includes the project code as a hash tag. The App Part should also display these posts in line with posts from the site newsfeed. .

23 Module Review and Takeaways
13: Customizing the Social Workload Review Question(s) Question Which of the following service applications is not commonly required when developing a social app? ( )Option 1: Managed Metadata Service ( )Option 2: User Profile Service Application ( )Option 3: Managed Metadata Service ( )Option 4: Search Service Application ( )Option 5: Word Automation Services Answer (√) Option 5: Word Automation Services Which of the following is not a type of actor? ( )Option 1: Site ( )Option 2: Document ( )Option 3: Post ( )Option 4: User ( )Option 5: Tag (√) Option 3: Post (More notes on the next slide)


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