CIMug Web Site

1. CIMug Web Site Pre-Conference Tutorial June 10, 2008

2. Agenda • Business Background • Project Overview • User Roles and Permissions • Site Features • Next Steps

3. Business Background • CIM User Group is one of several groups under UCA • A non-profit service organization • Desires to maximize value for members • To save you time and money • To share best practices • Key characteristics • Highly distributed and global • Members are busy professionals • Work gets done virtually • Work gets done in many small time slices • Very flat organization with low overhead • Collaboration tools are critical

4. Microsoft Sharepoint is a leader in the Web 2.0 space We have had two previous Sharepoint implementations Why Sharepoint for Collaboration?

5. Site Project Overview • UCA and CIM Collaboration Goals: • Web identity for every group within UCA • New logo and site branding for each group • Direct URLs for CIM, TC57, IEC61850, OpenDR, etc. • Consistent account management • User self-manages profile • Permissions handled uniformly across all sites • Pre-defined roles define authority given on each site • Improve findability • More use of keywords • Improved search • Improved email lists and discussion forums • Make learning easy • Provide a training site • Package key site elements in templates

6. Key Benefits • More Site Presence and Performance • Each UCA member site will have its own URL and brand • All sites will have graphic design treatment • Re-hosted to dedicated server for better performance • More Detailed User Account Management • Using Forms-Based Authentication (FBA) • Expanded configurability of Users, Roles, Groups, and Permissions • Cleaner implementation of Sharepoint security architecture • Better User Experience • Multi-level, security-trimmed tab navigation • Password retrieve/reset • Content subscribe/unsubscribe • Starting point for better member communications • Improved Document Searchability • Knowledge Base and Calendar Roll-Up to consolidate key documents • More metadata about documents • Adding Missing Functionality • Help Desk • Issue Management

7. Guests can create accounts on first visit to www.cimug.mobi Username assigned: firstname.lastname(# if repeat) Required for downloading documents Allows quick start even if corporate payment is delayed Interest areas will eventually be used for area-specific communication Existing users can login or retrieve their password Login/Logout/Profile is all context-sensitive Site Accounts User Info Interest areas

8. Understanding Roles • Membership Roles • Guest • Individual Member • Corporate Member - company or corporation) • Corporate Representative - speaks, votes and handles payment for corporate member • Site Roles • Global Administrator • CIM Owner – Each sub-site within CIMug must have an owner, sufficiently trained • Tester • Training Roles • Instructor • Student • Project Roles • CIMdynamics – Project member • CIMforplanning – Project member

9. Understanding Sharepoint Sites • Sharepoint components: • Document libraries • Lists • Discussion boards • Image libraries • Surveys • Sites and workspaces • Sites • Are built with webparts on site pages • Are built more quickly with templates, pre-built combinations of webparts • We customize and create templates to meet UCA and CIMug business needs

10. Understanding Permissions • Sharepoint has four permission levels • Full Control: least restrictive. • Allows user full control over site installation and post-configuration tasks • Design: can view, add, update, delete, approve, and customize. • Allows users or groups to create resource libraries as well as lists and edit pages on the site, including themes and style sheets • Contribute: can view, add, update, and delete. • Allows users or groups to add, delete and edit previously created list items and document libraries • Read: most restrictive. • Allows users or groups to view and read pages on the site including the resource libraries • Permission levels are assigned to roles and thereby to individuals • Permission settings can be applied at any level, down to an individual file

12. Project Sub-Site UCAIug Site Project / WG /Meeting Site Member Group Site Calendar Calendar Calendar Calendar Library Library Library Library Calendar and Library Item Roll-UpThe Benefit: multiple levels of groups coordinate calendars and share documents. Calendar Event E E D Library Document D Automatic Roll-up Manual Intervention E D (CIMug / IECTC57 / OpenDR etc.) E D (CIM for Planning, CIM for Dynamic Models, etc.) E D (Dynamic Models Project Task Forces – Modeling, Standard Model, User-Defined Model)

13. Each calendar item can be designated for sharing on CIMug or UCAIug. How to Designate Calendar Events

14. Roll-Up Examples

15. Helps improve document “findability” Site indexing and search will use this data Addition of Document Metadata

16. Training Site • Offers self-paced courses to all UCA member groups. • Tracks your training progress. • “Sandbox” sites also provided to play and learn. • Access is identical to other sites.

17. Project Status

18. Project Issues • Currently under discussion: • How should groups be named? (Working Group vs. Task Force) • Should we post interim UML models? • How can we integrate discussion threads with email clients? • How can we manage issues on-line?

19. Next Steps • Get YOU into the new site • Currently the development site is www.cimug.mobi – this will soon become www.cimug.org. • You can sign up there, using a guest account. • Kay will recognize you and assign roles and permissions. • Finish out remaining site work • Get feedback from you via the Help Desk • Launch other dev sites • IECTC57.mobi • 61850.mobi • OpenDR.mobi Kay Clinard Admin Fred Testfrog Guido the Enforcer