1. SharePoint 2010 – Communities and Social Networking Brian Caauwe Senior Consultant 06/22/2010

2. Agenda Introductions Social Networking Unified Communications Break SharePoint Architecture Customization & Development Governance

3. Brian Caauwe Consultant & Speaker –Email: bcaauwe@inetium.combcaauwe@inetium.com –Blog: http://blogs.inetium.com/blogs/bcaauwehttp://blogs.inetium.com/blogs/bcaauwe MCTS - SharePoint v3 Who am I?

4. 2 nd Wednesday of the Month –9:00 – 11:30 AM SharePoint resources and links Meeting Schedule Past User Group Presentations This Presentation Next Meeting – 7/14 –Search Minnesota SharePoint User Group www.sharepointmn.com

5. SOCIAL NETWORKING

6. What is Social Networking?

7. A virtual gathering place A web of contacts A bulletin board A scrapbook A knowledgebase What is Social Networking? Examples Linked In Facebook MySpace Twitter Classmates.com Reunion.com Yammer Foursquare Forums Distribution Lists Blogs, RSS feeds Many more…

8. Participate in LinkedIn as a career networking tool –Keep track of previous co-workers, networking contacts, etc Participate on Facebook with friends, family and some work and community contacts –Get a little more personal by sharing photos and comments with friends –Control access to different groups –Follow statuses and updates Forums –Keep track of a few hobby-related lists to keep up on the latest news and info. –Contribute from time to time Blogs –Family blog –Technical or work topical blog –Read a list of blogs using Google Reader or some other RSS aggregator One user example…

9. Employing the same concepts used in other social networking solutions, but done while asking: “Is this good for the company?” Realize the potential of social networking concepts in your workplace, with your partners and with your clients. The same standard business questions apply: –What is the return on investment? –Where are the efficiencies? But in one slide… WHY? What is Enterprise Social Networking?

10. Why Enterprise Social Networking? Drive collaboration & social interaction Capture & share tacit knowledge Discover content in new ways Capture the “wisdom of the masses” via social feedback Build a sense of connection to the company New workers expect social tools in the workplace

11. 1.User Profile Database – The database containing information about SharePoint users, imported from Active Directory and other potential sources. 2.People Search – A search scope and result page configured specifically for finding people, based on data crawled from the Profile database. 3.My Profile Pages – One method of displaying the Profile database information, using web parts designed for that purpose and available only on the Profile page 4.User Generated Content – Using features such as Blogs and Wikis empower users to share information 5.Social Feedback – Built-in tagging, note boards, rating to highlight important information from the ground up. 6.Co-Authoring – Office 2010 Web Applications enable multi-user authoring in real time SharePoint Social Networking Key Features

12. Finding the right resources, when you need them –People Search or advanced search can be used to find people based on many attributes – based on the Profile Database –Immediate needs: Finding the right resource for the current issue, fast –Ongoing needs: Building a project or organizational team Scenarios for Enterprise Social Networking Search Includes Responsibilities, Skills and Interests

13. Contact Card Skills based browsing Refiners SharePoint Social Networking People Search

14. Finding information relevant to YOU –My Newsfeed page shows content YOU have subscribed to follow –My Content is the place for YOUR personal content and Point of View –My Profile page shows profile information to others about YOU depending on how they relate to YOU Scenarios for Enterprise Social Networking Profile Information

15. My Newsfeed (Tag Subscriptions) SharePoint Social Networking Profile Pages

16. My Content (My Site – Site Collection) SharePoint Social Networking Profile Pages

17. My Profile (Person.aspx) SharePoint Social Networking Profile Pages

18. Understand the corporate structure –Navigate a virtual representation of the company –Find relationships based on location in the company –Need to find someone based on their relationships without knowing specific search criteria –High value for new employees –Low effort as information is already “known” by systems Scenarios for Enterprise Social Networking Corporate Information

19. Silverlight control SharePoint Social Networking Organization Browser

20. Obtain unstructured data –Experienced employees want to share their skills but need a place for it –Extract the small pieces of information that makes the big picture come into focus –New Employees can gain knowledge by more than just experience –Immediate needs: Finding historical information for a project or related information –Ongoing needs: Building a knowledgebase of intellectual property Scenarios for Enterprise Social Networking User Knowledge

21. Individual / Group Content - Blog SharePoint Social Networking User Generated Content

22. Community Content - Wikis SharePoint Social Networking User Generated Content

23. Understand how structured data relates to unstructured data –Terms used throughout the company that are standard –Terms used throughout the company that have been created by usage –Determining if the information available provides high value –Capture / Encourage ad hoc discussions –Immediate needs: Finding information related to a specific terms –Ongoing needs: Understand how the people working with projects relate to products, clients, etc. Scenarios for Enterprise Social Networking Relevant Data

24. Tagging –Taxonomy (Corporate Defined) –Folksonomy (Dynamic User Created) SharePoint Social Networking Social Feedback

25. Note Board SharePoint Social Networking Social Feedback

26. Ratings (Out of the box) SharePoint Social Networking Social Feedback

27. Office Web Applications SharePoint Social Networking Co-Authoring Microsoft WordMicrosoft ExcelMicrosoft PowerPoint Microsoft OneNote

28. DEMO Social Networking Features People Search Profile Pages User Generated Content Social Feedback Co-Authoring

29. SharePoint Foundation – The ‘no additional charge’ version of SharePoint that includes all the core functionality like Blogs, Wikis, Discussions, Presence, etc… Office Web Applications – Another ‘no additional charge’ version of client applications for online collaboration and presentations. SharePoint Server Standard – Considerable enhancements on top of the core platform – My Sites, People search, Tagging, Rating, Enterprise Wiki’s, etc… SharePoint Server Enterprise – Doesn’t offer a lot of additional functionality for social networking, but does include Access Services, Visio Services InfoPath Services which may allow for richer data SharePoint – Version Recap

30. My Sites Status Updates People Search Organization Browser Employee Search web part Audiences Rating Tagging Tag Cloud web part Enterprise Wikis Much, Much, More… http://sharepoint.microsoft.com/en-us/buy/Pages/Editions- Comparison.aspx?Capability=Communitieshttp://sharepoint.microsoft.com/en-us/buy/Pages/Editions- Comparison.aspx?Capability=Communities Service Applications Managed Metadata Management User Profile Management Search Management SharePoint Server Feature Reference

31. UNIFIED COMMUNICATIONS

32. A COLLECTION of technologies – not a silver bullet “Game-Changer” “Disruptor” “Equalizer” THE GOAL OF UNIFIED COMMUNICATIONS IS TO REDUCE THE HUMAN LATENCY IN BUSINESS PROCESSES What is Unified Communications? The collection of communication technologies, applications and processes to enhance communication and business between you, your customers, partners and employees “ “

33. Microsoft Unified Communications Products Profile Information E-mail / Calendaring / Outlook Web Access User Profile Database / Search Outlook / Office Web Applications Instant Messaging / VoIP Conferencing Unified Communications brings information together

34. Presence What is Presence? –Skittles –Presence Pawn –Online Indicator Know before you attempt to reach out Presence is the “center ring” of Unified Communications SharePoint and Unified Communications?

35. User Information Communication Actions SharePoint and UC Examples

36. BREAK

37. CUSTOMIZATION & DEVELOPMENT

38. Custom My Sites Customizing the person.aspx page (Profile) Customizing the default.aspx page (Newsfeed) Custom Activity Feeds Personalization site links Customization Opportunities MySites

39. Configuring User Profile Imports AND Exports Adding new User Profile Properties –Customizing Privacy Policies (who can see what properties) Business Connectivity Services Configuring Audiences Profile Images Customization Opportunities User Profiles

40. Custom Search Results –Configurable XSLT to display relevant User Profile Properties Custom Search Properties Best Bets and Keywords Search Refinements Customization Opportunities Search

41. Working with User Profiles –Microsoft.Office.Server.UserProfiles Working with Audiences –Microsoft.Office.Server.Audience Working with Social Data –Microsoft.Office.Server.SocialData Working with Activities –Microsoft.Office.Server.ActivityFeed http://msdn.microsoft.com/en-us/library/ee557271.aspx Development Opportunities SDK Namespaces

42. Possible Customizations: –Custom Web Parts that display relevant User Profile Properties –Import additional User Profile Properties –Push / Pull status updates –Mashup skills, people, locations in unique ways (seating charts, maps, etc) –http://msdn.microsoft.com/en-us/library/ff512773.aspxhttp://msdn.microsoft.com/en-us/library/ff512773.aspx ‘Elle’ Customizations: –Silverlight User Experience –Business Connectivity Services with CRM –User Profile Properties –Tied to Great Plains accounting system Development Opportunities

43. DEMO Development Demo – ‘Elle’ Silverlight User Experience Business Connectivity Services InfoPath Forms Services User Profile Properties

44. SHAREPOINT ARCHITECTURE

45. SharePoint 2010 Architecture

46. No More Shared Services Provider (SSP) Service Applications are “A la Cart” Can have more than just a single service application Delegated Administration Service Application Architecture

47. Service Applications for Social Networking and Communities –User Profile Service Application –Search Service Application –Managed Metadata Service Application Service Application Architecture

48. Manage User Profiles Manage Properties Manage MySites Manage Social Data Service Application Architecture User Profile Service Application

49. Manage Content Sources Manage Crawl Schedules Manage Managed Properties Manage Scopes Service Application Architecture Search Service Application

50. Manage Term Stores Manage Key Words Service Application Architecture Managed Metadata Service Application

51. DEMO SharePoint 2010 Service Application Architecture User Profile Service Application Search Service Application Managed Metadata Service Application

52. GOVERNANCE

53. Don’t just update SharePoint – keep AD up to date –Information also available in Outlook / other tools Sync with other systems – PeopleSoft, etc… Development processes for User Profile/Import Changes Database and server topology planning is required before rolling out company-wide My Site deployments (100s or 1000s of sites) Plan for –Profile Information –Social Data –User Adoption –Cultural Challenges Communities Governance

54. Profile Property Privacy –Only Me –My Manager –My Team –My Colleagues –Everyone User Profile Change Management Import / Export to Active Directory Key Stakeholders –HR, Legal, IT and Business Owners Communities Governance Profile Information

55. Permissions for Tagging – Who can Tag / Bookmark? User Profile Service Application administrators –Social Data CAN be deleted but not approved On-boarding / Off-boarding social data Define Acceptable Use Policy –Note Boards –Status Updates –Skills –Etc… Communities Governance Social Data

56. Start with a diverse employee advisory committee prior to deployment Find champions of corporate social information Seed the social network and Tag corpus Connect with HR, Legal, and Executive sponsors to ensure a smooth deployment Agree and Develop the workflow for handling concerns and escalations Communities Governance User Adoption

57. Encourage acceptance through viral growth Train where appropriate Advertise the social computing roll-out Encourage and respond to feedback Sponsorship and approval from management Incorporate into employee related business processes – mentoring, skills validation Leverage new media Integrate social computing capabilities business processes Communities Governance User Adoption – Post Launch

58. Fear by management over loss of control Fear by employees over loss of personal value Confusion over the business impact of new social tools Hesitant about change and breaking away from existing conventions Communities Governance Cultural Challenges

59. Plan platforms User 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 Technical Planning

60. Frequently 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

61. References SharePoint 2010 – Communities http://sharepoint.microsoft.com/en-us/product/capabilities/communities/Pages/default.aspx SharePoint 2010 – Communities White Paper http://go.microsoft.com/?linkid=9690857 http://go.microsoft.com/?linkid=9690857 SharePoint 2010 – Communities Datasheet http://go.microsoft.com/?linkid=9692052 http://go.microsoft.com/?linkid=9692052 SharePoint 2010 – Communities Video http://go.microsoft.com/?linkid=9692052 http://go.microsoft.com/?linkid=9692052 SharePoint Server 2010 Reference: Software Development Kit http://www.microsoft.com/downloads/details.aspx?FamilyID=f0c9daf3-4c54-45ed-9bde- 7b4d83a8f26f&displaylang=en http://www.microsoft.com/downloads/details.aspx?FamilyID=f0c9daf3-4c54-45ed-9bde- 7b4d83a8f26f&displaylang=en

62. References Blogs –http://blogs.inetium.com/blogs/bcaauwehttp://blogs.inetium.com/blogs/bcaauwe –http://blogs.msdn.com/b/sharepointhttp://blogs.msdn.com/b/sharepoint This slideshow! –http://www.sharepointmn.comhttp://www.sharepointmn.com SharePoint 2010 Features – Communities –http://sharepoint.microsoft.com/en-us/buy/Pages/Editions- Comparison.aspx?Capability=Communitieshttp://sharepoint.microsoft.com/en-us/buy/Pages/Editions- Comparison.aspx?Capability=Communities User Profile SDK Namespaces –http://msdn.microsoft.com/en-us/library/ee557271.aspxhttp://msdn.microsoft.com/en-us/library/ee557271.aspx Development Opportunities –http://msdn.microsoft.com/en-us/library/ff512773.aspxhttp://msdn.microsoft.com/en-us/library/ff512773.aspx

63. A key element to your success.