SharePoint 2010 Communities Overview

1. SharePoint 2010 Communities Overview

2. Business Usage

3. Challenges

4. Overview of Business Challenges • Increase productivity • Reduce operational costs • Increase responsivity

5. Increase Productivity • Building business communities • Building individual identities that spans an organization • Build flexible groups

6. Reduce Operational Costs • Inherent communities – present throughout the solution

7. Increase Responsivity

8. SharePoint 2010 Communities Features

9. Social Networking • My Site • Profile • Social networking • People search • Social feedback • Publishing • Blogs • Wikis

10. User Profiles • Maintains current user information • Multiple sources • Sets user context • Organization Browser • Status • Recent activity • Common relationships • Expertise • Ask me about

11. My Site Components My Network My Profile My Content My <other> Pages My Site My Site MySite Host My Site Site Collections My web application Web App Enterprise Managed Metadata User Profile Services Search Service Application Proxies

12. Social Networking • Tracking Colleagues • Better, more readable “newsfeed” • Tracking colleagues for • Extensible for third parties • E-mail notifications • Note board • Colleague addition • Keywords suggestions • Profile Updates • Alerts to update profile • Status message

13. People and Expertise Finding • Expertise Analysis • Expertise Opt-in • Expertise Search

14. Social Tagging • Social tagging • Expertise tagging • Social bookmarking

15. Feedback • Tagging • Bookmarking • Note board • Ratings Keyword Suggestions Activity Tracking

16. Tags, Notes and Ratings

17. User Generated Content and Participation • Blogs • Wikis • Enterprise Wikis

18. Wikis • Satisfying user experience • Rich content creation • Easy content management

19. Wiki editing in Team Sites New web part console Wiki Content with visual editing Add web parts to wiki content

20. Publishing with Wiki syntax Web parts added to wiki publish page Uses publishing ribbon Wiki syntax

21. User Blogs and Team Blogs

22. SharePoint 2010 Social Investment • Modern UX with AJAX • Tagging, Ratings, Bookmarking • Note board • My Sites • Knowledge Mining • Blogs • Wikis • Enterprise Wikis

23. Planning

24. Planning Overview Business Planning Technical Planning 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 • Adoption • Initiative planning • Cultural challenges • Post-launch strategies

25. Business Planning

26. Essentials for Social Initiative Planning • Invest adequate resources • Have champions to help you with roll-out • Think about adoption strategies early in the project • Focus on usefulness, usability, and design in your solution • Make sure your solution is compatible with existing systems • Start with pilots, learn from these, and implement improvements based on feedback • Promote the solution and provide training if needed • Manage expectations

27. When to Focus on Adoption Social Computing Initiative Phases Launch/Monitor Concept Design Plan Pilot Evaluate Adoption Strategies and Practices Subtext Phased implementation Training, promotion Business value Success metrics and definition Strategic and Cultural Subtext Change management, cultural transformation, bridging generation gaps

28. Cultural Challenges • 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

29. Post-Launch Adoption Strategies • 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

30. Commonly Asked Questions Common Questions Real-world Answers Track monthly metrics: visits to site; number of content reads; number of searches; profiles completed; content added Ultimately everyone should strive for 100% – many factors drive the magic number including size of company, geographic dispersion, age, culture, etc Minimally every quarter during the first couple of years to adapt and meet needs 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 Small steering committee • How do you measure “success” • What is the magic number? • How often should you roll out new features? • How many “experts” should you enlist? • What’s the process for how you make the policy decisions?     

31. Technical Planning

32. Hardware and Software Platforms • 64-bit Servers only! • Enabling 2010 features will require more power! • Dedicate SQL power to Logging DB and Web Analytics • Recommended Hardware Requirements: • WFE and Apps Servers - Dual processor, 8 GB RAM • SQL Server - Quad Core, 16 GB RAM • Recommended Software Requirements • Client – IE7 (IE8 preferred) / Fire Fox 3.5/ Safari for Mac browsers • 64-bit Windows Server 2008 (or 2008 R2) • 64-bit SQL Server 2008 R2, 64-bit SQL Server 2008 or 64-bit SQL

33. Recommendations for IT • Phased approach – don’t overwhelm the users • Implement improvements/new features regularly • Make governance policies easy to find

34. Profile Service Application Architecture Profile Service Application Term Store Taxonomy Service Tags Profiles Sync Term ID Profile ID Search Service Service Instances WCF Profile and Tag Crawl Content DB Content DB Content DB WFE Portal WFE MySite WFE Team Site Tagging WS

35. User Profiles

36. User Profile Properties

37. Profile Properties

38. Policies for User Profiles

39. Default Policies • Enabled • Required • Optional • Disabled • User Override • Replicable • Everyone & User Override

40. User Profile Properties Planning

41. Default Visibility Settings • Everyone • My Colleagues • My Team • My Manager • Only Me

42. Default Visibility Settings Planning

43. Memberships and Colleagues • Memberships • Colleagues

44. Locating People and Expertise

45. Synchronizing Profiles

46. Policies for people features • Expected update frequency • Audience compilation • Performance and capacity of servers that are running Profile Services. • Security

47. Social Feedback Administration • User Profile Service application administrators • Can be deleted • Profile ID or URL • Date Range • Specific Tag or note

48. Security

49. 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, company policy • Activity feed • Who follows me? (custom) • Two-way consent (custom)

50. Planning for Scale • Can be very large datasets • Enterprise metadata generates tags -> Internet Scale • Estimating the amount is not trivial • We use a model • Make estimate/assumptions • Track usage and reapply • Need to scale UP • We are testing up to 600M rows at RTM • Co-locate managed metadata, profile and search when possible