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SP2010 Social Computing Getting the Most Value from your User Profiles & My Sites Implementations

SP2010 Social Computing Getting the Most Value from your User Profiles & My Sites Implementations. Presented by Jaime Velez Microsoft Corporation. May 27 th , 2010. Who is this guy?. Microsoft Services Consultant – East Region Working w. SharePoint since 2003

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SP2010 Social Computing Getting the Most Value from your User Profiles & My Sites Implementations

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  1. SP2010 Social ComputingGetting the Most Value from yourUser Profiles & My Sites Implementations

    Presented byJaime Velez Microsoft Corporation May 27th, 2010
  2. Who is this guy? Microsoft Services Consultant – East Region Working w. SharePoint since 2003 Microsoft Certified Technology Specialist I’m guilty of not sharing with the community  Look for future Blogs… maybe I’ll start twittering too! SP_Jaime
  3. Session Goals Overview of new SP Communities Features Explain new Services Architecture in SP2010 Deep Dive into User Profiles & My Sites Deployment and Planning Tips Articulate Business Value for Communities To learn something new about SP today. 
  4. Agenda Communities + Demo Services Architecture User Profiles & My Sites Deployment & AdministrationDemo Planning & Design Considerations Business Value + Demo Q&A
  5. Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and the Web Sites Deliver the Best Productivity Experience Composites Communities Cut Costs with a Unified Infrastructure Insights Content Rapidly Respond to Business Needs Search
  6. Evolution of Social Computing in SP 2001 Team Sites / Workspaces Discussions Team Calendars Alerts Search Metadata Routing / Workflow 2003 My Sites Shared Calendars Search Alerts Presence awareness Email archiving to PF Discussions Enhanced workspaces 2007 Blogs Wikis My Sites Team Sites Outlook integrated Drag & drop calendars RSS Search Mobile accessible Email archiving Business Sourced Public Profiles People Search Light workflow 2010 Ratings Managed Metadata Service Advanced routing (based on metadata) Multi Import Sourced Profiles Status updates Activity feeds Knowledge mining Bookmarks Feedback/rating Note board (Wall) Tag clouds Social tagging Enterprise tagging Enhanced Wikis Share & Track tab Individual and team blogs People and social search Discussions Offline Workspace Enhanced presence Rich Mobile views 2003 2006
  7. Tagging Content tagging lets users share and discover valuable information across teams, departments, and organizations Subscriptions to tags enable users to receive updates on content, people, projects, and much more directly within their My Site
  8. Activity feeds
  9. My Sites SharePoint 2010 My Sites allow users to share information and expertise across organizations and give users a single point of access to the tools they use most
  10. People and Expertise Finding Expertise Analysis Keywords from Sent Emails Social Tags for the person Tags used by a person Expertise Opt-in Track as Interests Ask Me About Privacy policy at Enterprise and End-user level Expertise Search High relevance score for “Ask me about” Keyword related documents
  11. DEMO
  12. Agenda Communities + Demo Services Architecture User Profiles & My Sites Deployment & AdministrationDemo Planning & Design Considerations Business Value + Demo Q&A
  13. Shared Services Architecture
  14. SharePoint 2010 SharePoint 2007 SharePoint Server Shared Service Provider Search Search Excel Calc Service Excel Calc Service User Profile Service User Profiles Business Data Catalog Business Data Catalog Windows SharePoint Services Config Content Workflow Config Content Workflow
  15. SharePoint 2010 SharePoint Server SharePoint Service Applications Shared Service Provider Search Excel Calc Service User Profiles Business Data Connection SharePoint Foundation Windows SharePoint Services Config Content Workflow
  16. SharePoint 2010 SharePoint Server SharePoint Service Applications PowerPoint Broadcast Service Search Excel Calc Service PerformancePoint User Profiles Visio Graphics Service Business Data Connectivity Access Service Web Analytics Managed Metadata Word Conversion Service 3rd party services… SharePoint Foundation Sandboxed Code Service Usage & Health Logging Config Content Workflow
  17. MOSS 2007 Recap My Sites & User Profiles were part of SSP SSP was all or nothing Single DB for Profiles + InfoPath + Excel, etc. Parent-Child relationships for multiple SSPs SSP is dead! Did you take care of that thing?
  18. SQL Databases
  19. New Service App Model SSP UserProfiles Excel Calc UserProfiles Search Search WAC BDC Excel Calc BDC Visio 3rd party Service http://itweb/ http://hrweb/ http://itweb/ http://hrweb/ Corp Farm Corp Farm SharePoint 2007 Model SharePoint 2010 Model
  20. Agenda Communities + Demo Services Architecture User Profiles & My Sites Deployment & Administration Demo Planning & Design Considerations Business Value + Demo Q&A
  21. Public Profile
  22. Profile Store Architecture User Profile Service Related Services Social Data Profiles Sync Search Indexing Tags and Security Trimming Web Front End Enterprise Metadata Tagging and Profile Properties Profile Synchronization Service Instance Profile Service Instance 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)
  23. Profile Store Architecture User Profile DB Profile and Activity Feed Social Data DB Tags, Keywords, Comments, Bookmark, Ratings Mainly stores GUID (to the taxonomy term) or the note or rating Sync DB Staging sync data for AD, LDAP, BCS
  24. Profile Synchronization Tips User Profile Synchronization is a service, like any other and needs to be explicitly started Directory Permissions Need “Replicating directory changes” rights for the AD credentials to read the changelog and perform incremental sync Optional: need “Create All Child Objects” permissions for export to Directory Write down the Connection plan Connections, filters, property mappings (import/export, pictures) 2010 has strongly-typed property mapping (e.g. no string to int cast!) Fewer connections the better, recommend single connection for a forest
  25. 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 - users only (no groups) BCS No export, no new records (rows) Check your BCS models using the new external lists Prescriptive guidance whitepaper for RTM
  26. What About My Sites Are User Profiles My Sites? Can you have User Profiles without My Sites?
  27. My Site Components Pages My Network My Profile My Content My <foo> My Site My Site Site Collections MySite Host My Site My web application Web App Service Application Proxies EMM UPA Search
  28. My Site architecture Same root site collection for each user to provide generic functionalities http://my/Personal/userid http://my Each user will have own personal site by default for images, documents and other files
  29. My site page structure Editable page Public site _layouts - pages Personal site
  30. Agenda Communities + Demo Services Architecture User Profiles & My Sites Deployment & AdministrationDemo Planning & Design Considerations Business Value + Demo Q&A Woo hoo!!!
  31. User Profile Service Application
  32. DEMO
  33. Agenda Communities + Demo Services Architecture User Profiles & My Sites Deployment & Administration Demo Planning & Design Considerations Business Value + Demo Q&A
  34. Key User Profile Service Considerations Profile Customization Profile Store architecture Profile Synchronization Scale Performance Federation and Replication
  35. User Properties - Default Policies Enabled Required Optional Disabled User Override Enables users to change the default access policies, each user can decide who can see the values they entered for the property. Replicable - Everyone && no User Override Replicate to SharePoint sites
  36. User Properties - Default Privacy Settings Everyone My Colleagues My Team My Manager Only Me
  37. My Sites Trusted Host Locations Powerful Feature for Large Scale Environments It can have other applications…
  38. Sample Scenario for Trusted Hosts
  39. 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, corp. policy Activity feed Who follows me? (custom) Two-way consent (custom)
  40. Agenda Communities + Demo Services Architecture User Profiles & My Sites Deployment & AdministrationDemo Planning & Design Considerations Business Value + Demo Q&A
  41. SharePoint Communities Informal Knowledge Promote sharing with easy social authoring Easily navigate resources with pervasive tagging Find better answers faster via user feedback Social Connections Connecting users through enhanced profiles Staying up-to-date using news feeds and alerts Make expertise discovery easy across the enterprise Participation Anywhere Work with peers whether online or offline Collaborate on the go through the mobile UI Enrich existing applications with social context
  42. Scenarios for Business Communities Idea Exchanges Learning & Development Knowledge Management Centers of Excellence Customer Communities Communities of Interest Customer Service Employee Support SharePoint 2010 Professional Networking New Employee On-boarding Research & Development Your Business HR Sales & Marketing Customer Support
  43. Q & A
  44. Resources TechNet Social Computing Resource Centerhttp://technet.microsoft.com/en-us/sharepoint/ee263906.aspx TechNet User Profile Service Overview http://technet.microsoft.com/en-us/library/ee662538.aspx TechNet My Sites Overview http://technet.microsoft.com/en-us/library/ff382643.aspx Rational Guide to implementing SharePoint 2010 User Profile Synchronization http://www.harbar.net/articles/sp2010ups.aspx
  45. Let’s Recap the Session’s Goals Overview of new SP Communities Features Explain new Services Architecture in SP2010 Deep Dive into User Profiles & My Sites Deployment and Planning Tips Articulate Business Value for Communities To make you a better SharePoint Person. 
  46. Agenda Communities + Demo Services Architecture User Profiles & My Sites Deployment & Administration Demo Planning & Design Considerations Business Value + Demo Q&A
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