SharePoint Social

1. SharePoint Social SharePoint User Group Meeting November 2013 Tom van Oosterom

2. Agenda • SharePoint 2013 Social • Overview • What’s new in 2013 • Terminology and concepts • Getting started • Technology • Business • My Sites • Communities • Microblog, feeds, distributed cache service • Security, policies, privacy • SkyDrive Pro • Yammer • Benefits to SharePoint 2013 • Going social: potential challenges • Keys to Success • Next Steps

3. Overview • Summary • SharePoint Server provides features and functionality to support the following social computing and collaboration pillars in the enterprise: • Connecting people • Reduce isolation – give employees a voice – connect with others – create networking • Managing knowledge • Less formal means of communication – blog / wiki – info that might not be document based • Collaborating and sharing information • Enable interaction – mimics real life – find and discover – informal communication, conversation, contributions

4. What’s New in SharePoint 2013 for Social • My Sites are improved • Microblogging, / new feeds infrastructure • Likes, hash tags, mentions • Follow content, people, and other sites. • My Sites are the gateway to the information you’re interested • The content that you store in your My Site is yours until you decide to share it, and with whom to share it • Community Sites • A forum experience that enables people to discuss common interests. • Organize discussions, moderate conversations, and promote participation • Reputation points, gifted badges, likes, and best replies. • People can share and locate knowledge through persistent, searchable information.

5. Terminology and Concepts • Common Terms • Post • Reply • Activity • Conversation • Likes • Community Sites • Category • Discussion and threads • Membership • Visitor • Member • Moderator • Reputation • Gifted Badges • Best Reply • Microblogging, News Feeds, Distributed Cache • User Activity • Following • Mentions • Tags • Notifications • Entity • Feed or Newsfeed • Likes View • Activities View • Mentions view • Everyone view • Site feed • Consolidated view • Distributed cache • Feed cache

6. Getting Started (technology) • Prerequisites • Mysites is a web application that relies on a User Profile service application and managed metadata service application • User Profile service application and profile synchronization • Create a My Site host site collection • Add a wildcard inclusion managed path to the web application • Connect the web application to service applications • Enable self-service site creation for the web application • Configure My Site settings for the User Profile service application • Enable the User Profile Service Application - Activity Feed Job • Next steps • Configure trusted My Site host locations • Configure links to Office client applications • Add personalization site links on My Sites • Start related services • Configure microblogging

7. Getting Started (business) • What are the goals? (long term, short term) • How big is your enterprise? • Who will be social with whom? • How will people be social with each other? • Why will people be social with each other • When (and how) will features be rolled out? • What: Build or Buy? – Which features?

8. My Sites • In SharePoint Server 2013, a My Site is a personal site for individual users in an organization. Although an organization can customize My Sites, by default the top of every page displays tabs for: • Newsfeed • SkyDrive • Sites • The default links on the left navigation bar that are visible to the owner of the My Site are as follows: • Newsfeed • About me • Blog • Apps • Tasks

11. (Tech) Planning for My Sites • My Sites architecture • Web application that hosts My Sites, My Site host site collection, Individual site collections for users • Related service applications • User Profile Service (3 databases), Profile Synchronization, policies and privacy, search (People, Expertise), • Planning for jobs and schedules • My Site Cleanup Job, User Profile to SharePoint Full (and Quick) Sync, Feed Cache Repopulation, Activity Feed Cleanup Job, My Site Suggestions Email Job • Planning for geographically distributed deployments • Planning for the multilingual user interface • Planning for storage requirements • (100 MB – 500 MB per user) • Planning for file types • Type and size

12. Communities • A Community Site is a new site template that provides a forum experience in the SharePoint environment. • Use communities to categorize and cultivate discussions among a broad group of people across organizations in a company. • Communities promote open communication and information exchange by enabling people to share their expertise and seek help from others who have knowledge in specific areas of interest. • You can deploy a Community Portal to promote communities to users within your enterprise.

13. Communities • 4 Main components

19. Planning for Communities • Identify project stakeholders and responsibilities • Determine business needs and evaluate collaboration solutions • Communities • Team Sites • Project Sites • My Sites • Plan the solution • What type of community? • Language? • Where should it reside logically? • What services and applications (features and functionalities) should be included? • Private / Closed / Open (with explicit membership) / Open (available to all users) • Define site ownership and moderation roles

20. Social Microblog, feeds, distributed cache service • Microblogs allow users to quickly broadcast information (512 characters) to a central location while enabling other users to create a public dialog by responding with comments (~ Twitter)

24. Social Microblog, feeds, distributed cache service

26. Distributed Cache • Caching features in SharePoint Server 2013 • Microblog relies on Distributed Cache to store data for very fast retrieval across all entities. • Built on Windows Server AppFabric(Caching service) • Any server in the farm running the Distributed Cache service is known as a cache host. • Cache cluster: group of all cache hosts in a farm • Cache host joins a cache cluster when a new application server running the Distributed Cache service is added to the farm • In a cache cluster, the Distributed Cache spans all application servers and creates one cache in the server farm • The Distributed Cache service can run in dedicated or collocated mode • Dedicated mode: Distributed Cache service is started. All other services are stopped on the server • Collocated mode: Distributed Cache service is running along with other services on the server

27. Benefits of using microblogs, feeds, and distributed caches • Users can stay in touch with individuals and specific groups of people over time and distance. • Users can stay informed about what's going on • Interactions are around people or teams, and not so much the topic being discussed • Feeds collect and deliver information to users that they would otherwise have to spend time searching • Feed gives a single place where users can stay up-to-date with all of the content and people • Allows quick conversations to take place

28. (Tech) Planning for Microblog, feeds, distributed cache service • Plan for the feeds • My Sites Planning • Notifications • Upgrade • Outlook Social Connector • Search and Security Trimming • Plan for the Distributed Cache Service • Install Windows Server AppFabric prerequisite • Capacity planning for Distributed Cache Service

29. Memory and Architecture for Dist. Cache

30. Security, Policies, Privacy • Users interact with each other and view information. Three factors affect the information that they see when they load a feed • (System) Security trimming • Prevents users from seeing information that they do not have access to in the system. • Administrative policies • Configure policies to customize the default values of user privacy settings. Specify the settings that are available for users to configure. • User privacy settings • Users can configure their personal privacy settings based on the administrative policies set in the User Profile service application. These settings enable users to specify the information that they want to share with others.

31. Security, Policies, Privacy • Trimming/setting security based on the user’s access to a URL • Activity related to a user’s action includes the URL of the related items • New feature in 2013 called Security Trimming Cache maintains information about user access to feed items based on search results • Each user has two lists • Microblog List – Public – user-generated posts and reference posts to user comments in another users’ feed • Social List – Private – system generated activities (followed items, docs, sites). Administrative policies also affect items returned to a user’s feed Bottom Line – SharePoint 2013 provides a lot of capabilities to end users and administrators for security and privacy.

32. SkyDrive Pro

34. (Tech) Planning for SkyDrive Pro • Pre-requisites • Doc. Library: • 2013 My Site Host • User Profile Service application • User’s My Site with the personal site collection created • Synchronization • Either • Office 2013 Standard or Office 2013 Professional Plus, or the stand-alone SkyDrive Pro Windows Sync client; or • An Office 365 subscription that includes the Office 2013 applications. • Client workstations running Windows 7 or Windows 8. • SkyDrive Pro document library (Default to 100 MB) • SkyDrive Pro Windows Sync client (Installs with Office 2013 or stand alone)

35. (Tech) Planning for SkyDrive Pro • Security recommendations • SkyDrive relies on VPN, SSL for transmission security • On-disk data can be encrypted using Windows BitLocker Drive Encryption • With AD, admins can configure the Group Policy setting ‘Sync Only On Domain Network) which requires an SSL connection for SkyDrive Pro clients • Upgrading from SharePoint Server 2010 to SharePoint Server 2013 (Personal and Shared • SkyDrive Pro is not an upgrade from SharePoint Workspace 2010 • You cannot migrate data from SharePoint Workspace 2010 to SkyDrive Pro (the can co-exist) • In 2010, MySite had two document libraries: Personal, Shared • In 2013, one document library exists in a user’s MySite • When upgrading from SharePoint 2010 to SharePoint 2013 • Personal and Shared doc. Libraries are combined into the SkyDrive Prop document library • Items from Shared are stored in the ‘Shared with Everyone’ folder • Items from Personal are stored at the root of the SkyDrive Pro library. Other MySite doc. Libraries are converted into subfolders

36. Yammer • Freemium enterprise social network service • Launched in 2008 and sold to Microsoft in 2012 • Used for private communication within organizations • ‘Facebook for the enterprise’ • ‘social networking’ for the enterprise • Access to a Yammer network is determined by a user's Internet domain so that only individuals with appropriate email addresses may join their respective networks • September 2010, the service was being used by more than three million users and 80,000 companies worldwide, including 80 percent of the Fortune 500 • Tie ins: Mobile App, Office 365, SharePoint, Dynamics,

39. Benefits of Using SharePoint 2013 • Specialized social media (not a commodity) • Use what you already own • Flexibility • Control • Extensibility/Add-ons • Security • Your social network, for your employees, for your type of work, on your schedule

40. Social: Potential Challenges • Command-and-control culture • Facebook connotations • Profusion of tools • Lack of integration • Competition from free public social networks • Compliance headaches • Lack of fit for business processes and workflows • Optional vs. Mandated • Groupware, knowledge management hangover

41. Keys to Success • Understand • Business goals • Business drivers • Technical features and functionality • Technical platform • Plan • Who, why, where, when, what? • Technology, architecture • Build • Deploy

42. Next Steps • Think about where you want to go – contact RJB to help!

43. Questions

44. Thank You