Demystifying Social Features in SharePoint 2013
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The latest version of SharePoint 2013, is new and shiny. Bringing a new list of features that organizations, like yours, are getting excited to leverage. Attend this session to understand the features that are available and more importantly the limitations that you will face during implementation. I'll help demystify the features between having just user profiles enabled versus MySites enabled. Besides don't you want to know the limitations in implementation of badging bring to the community sites? How can your organization leverage what's available out of box and take it to the next step? This session will help demystify these questions and hopefully provide you the information you need to have a successful implementation.
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Demystifying Social Features in SharePoint 2013
- 1. Demystifying Social Features in SharePoint 2013 Kanwal Khipple 0
- 2. Welcome to SharePoint Saturday Houston Thank you for being a part of the 4th Annual SharePoint Saturday for the greater Houston area! • Please turn off all electronic devices or set them to vibrate. • If you must take a phone call, please do so in the hall so as not to disturb others. • Thanks to our Title Sponsor: 1
- 3. Thanks to all our Sponsors! 2
- 4. Microsoft Gold Partner Leader in the SharePoint industry for User Experience Talented staff including SharePoint MCM & MVPs BrightStarr.com 3
- 5. Kanwal Khipple • Proud Father, Husband, evangelist, SharePoint Strategist • VP of Consulting, BrightStarr • Passionate and always learning • SharePoint MVP 2009-2013 – Co-Founder & Organizer for SharePoint Saturday Toronto – Co Founder of Toronto SharePoint Business User Group 4
- 6. Please Leave Feedback During Q&A • If you leave session feedback and provide contact information in the survey, you will be qualified for a book, ebook or DVD giveaway. • Scan the QR Code to the right or go to bit.ly/spshou75 5
- 7. Show of hands • What version of SharePoint are you running? • Planning on upgrading? • What are the driving factors that force the upgrade? 6
- 8. SharePoint sucks, why? • The product is not meeting technical expectations • We are not seeing the business value • Users prefer other tools • The product is not meeting functional expectations • Users don’t like the SharePoint experience 7
- 9. Current State • Over 50% of enterprises implemented activity streams that included micro blogging • Stand-alone enterprise micro blogging had less than 5% penetration • Over 70% of IT-dominated social media initiatives will fail. 8
- 10. Future Predictions • 2014 - social networking services will replace e- mail as the primary vehicle for interpersonal communications for 20% of business users. • 2015 - only 25% of enterprises will routinely utilize social network analysis to improve performance and productivity. 9
- 11. What’s the ROI on Social? • Harder to measure metrics than better collaboration and idea generation 30% 27% Meeting Email 34% SME 10
- 12. Social with MySites Feature Walkthrough 11
- 13. Goals for SharePoint • Conversations make connections • People are always available • Context enriches interactions • You always know what’s happening 16
- 14. User Profile Service • Edit Profiles – Ask me about… (expertise list) • Tags & Notes • Organizational Charts • Audience Targeting • Following a tag • Tagging an item • Birthday celebration • Job title change • Workplace anniversary • Updates to Ask Me About • Posting on a note board 17
- 15. Newsfeed • Displays social information • Aggregated view of the last 20 items, in reverse chronological order • Shows what you are following • Shows who you are following • Shows your trending tags • Everyone shows the last 20 posts or replies across all users, not just the people you follow 18
- 16. Privacy impacts the social experience 19
- 17. Personal Site – personal view 20
- 18. About Me – private view 21
- 19. About Person 22
- 20. Someone else’s profile? 23
- 21. Follow People 24
- 22. Follow People & Notification 25
- 23. Follow Documents 26
- 24. Follow Sites 27
- 25. Follow Tags 28
- 26. Trending Tags? 29
- 27. Task Aggregation 30
- 28. SkyDrive Pro • Store and Organize • Share files and folders • Synchronize files & folders * The SkyDrive link at the top of your Office 365 or SharePoint 2013 pages is an abbreviation of SkyDrive Pro. This refers to your SkyDrive Pro library. 31
- 29. Search with Social? The “X” factor 33
- 30. Ranking Model Quality Freshness Term Frequency Term Distance The User 34
- 31. The “X” Factor 35
- 33. Community Portal • A directory of Community Sites for users to search for and discover communities of interest. 38
- 34. Community Sites • This forum experience enables community members to contribute information and to ask for help from other members 39
- 35. Community Sites • Communities use categories to organize discussions • Visitors – can view the discussions – become members of the community to contribute • Moderators – manage the community by setting rules – reviewing and addressing inappropriate posts – marking interesting content as featured discussions, and so on. – assign gifted badges to specific members to visually indicate that the member is recognized as a specific kind of contributor in the community, such as an expert or a moderator. • Reputation Management - each community contains information about member and content reputation – which members earn when they actively post in discussions – when their content is liked, replied to, or marked as a best answer. 40
- 36. Social without MySites Possible? 46
- 37. How Do You Do That? • Clean install of SharePoint 2013 • Only provision user profile service • Do not provision MySite Hosts 47
- 38. 48
- 39. What you don’t get? • No MySites • No News Feed integration • No SkyDrive integration • No Mentions • No Hashtags • No Community Portals and Community Sites integration with your News Feed 49
- 40. My Settings page • Users have the ability to change their profile properties (at a site collection level) 50
- 41. Click to edit Master title style Hot off the Press! YAMMER AND OFFICE 365 INTEGRATION 51
- 42. Basic Integration • Link to Yammer.com • Yammer app 52
- 43. Deeper Integration • Single Sign-On (SSO) • Seamless Navigation 53
- 44. "What should I use for social - Yammer or the SharePoint newsfeed?" Go Yammer! – Jared Sparato 54
- 45. How to Drive Value from Social Answer: Part art and part science 55
- 46. 56
- 47. Tasks 57
- 48. Tasks 58
- 49. Subject Matter Experts? 59
- 50. Badging 60
- 51. Click to edit Master title style LIMITATIONS 61
- 52. Limitations • You can’t @ mention sites – only users – you have to either post a microblog from a site, or choose from sites that you are following from the Share With menu option at the top of your My Site Newsfeed. • You can’t easily insert videos or documents – into your microblog posts like with photos; you have to add them as links (meaning they exist elsewhere already). • You can only interact with an activity that originated as a microblog – either on a My Site Newsfeed or a Team Site Newsfeed) • you can’t like or reply to an activity that is a notification – (i.e., a document that you are following is edited, or a colleague that you are following starts following a site or liked a post). 62
- 53. Limitations • You can’t see what changes are made to documents that you are following – only that they were modified – and you can’t preview the document in your Newsfeed. • You can’t send private messages using Newsfeeds or microblogging – Team Site Newsfeeds are restricted to those that have at least read access – you’ll have to continue to use email for private messages. • You can’t create custom activity streams – you can’t tailor activity streams based on specific tags, users, or anything else. Everything that you follow shows up in one activity stream in reverse chronological ordering with no filtering available. • Document thumbnails and previews are only available for Office documents (when linked in a microblog post). • Notification of changes to documents on a Team Site (or any other list or library item on the site) do not show up on the site’s Newsfeed – notifications of changes to documents that you are following will show up in your My Site Newsfeed – following a Team Site will not also automatically follow all of its documents for you 63
- 54. Social Maturity Model • Determine where your organisation is on the Social maturity model • Present a vision that you can take back to your team of what your organisation has to gain by embracing Social • Describe how content optimisation, multi-channel management and sales automation fits into the Social framework • Provide practical, step-by-step advice for implementing Social strategies with your website • Describe the differences between quality and quantity analytics measurement, and its impact on the customer experience 64
- 55. Lessons Learned • Is your organization even ready for social? • Start small and leverage features carefully • Focus on what value each feature brings – Not what features you can turn on • Adoption – Foster Viral Adoption – Engage with early adopters – Achieve that through value 65
- 56. Thank You 66
- 57. Kanwal Khipple • VP of Consulting, BrightStarr • kanwal@brightstarr.com • 1-888-777-6850 x130 • 832-803-8596 • @kkhipple – personal twitter account • @SharePointBuzz – 10k followers receive latest SharePoint related tweets • LinkedIn – Let’s do business together! Connect with me professionally • Facebook – connect with me personally 67
- 58. Book Author Pro SharePoint 2013 Branding and Responsive Web Development a complete guide to planning, designing, and developing modern, responsive websites and applications using SharePoint 2013 and open standards like HTML5, CSS3 and JavaScript Buy it today! • 450 Pages http://spbuzz.it/apsp13rwd • User Level: Intermediate to Advanced 68
- 59. Please Leave Feedback During Q&A • If you leave session feedback and provide contact information in the survey, you will be qualified for a book, ebook or DVD giveaway. • Scan the QR Code to the right or go to bit.ly/spshou75 69
- 60. Information • Speaker presentation slides will be available at bit.ly/GoSPSHOU within a week • The Houston SharePoint User Group will be having it’s next meeting Wednesday April 17th. Please join us at www.h-spug.org 70
- 61. Thank You 71
- 62. Thanks to all our Sponsors! 72
Notas do Editor
- The latest version of SharePoint 2013, is new and shiny. Bringing a new list of features that organizations, like yours, are getting excited to leverage. Attend this session to understand the features that are available and more importantly the limitations that you will face during implementation. I'll help demystify the features between having just user profiles enabled versus MySites enabled. Besides don't you want to know the limitations in implementation of badging bring to the community sites? How can your organization leverage what's available out of box and take it to the next step? This session will help demystify these questions and hopefully provide you the information you need to have a successful implementation.
- User Experience Is At the Core of Everything We DoUser Experience – The key to high user adoption and ROIAward winning SharePoint DevelopmentMultiple awards for both Internet and Intranet Sites DevelopedFull Lifecycle SharePoint SupportIn addition to 3 SharePoint MVP’s on staff, we offer comprehensive SharePoint Skills for all SharePoint project requirements.250+ SharePoint Project to-dateMicrosoft SharePoint TAP Program Member (SharePoint Wave 15)
- “Are you planning to deploy SharePoint 2013?”
- http://www.gartner.com/it/page.jsp?id=1293114
- http://www.gartner.com/it/page.jsp?id=1293114
- The ROI of enterprise social networking might also be seen in harder metrics than better collaboration and idea generation. In a recent blog post, Ashley Furness, CRM market analyst at Software Advice, cited Salesforce and Jive findings that internal social networking can reduce email volume by 30%, slice meeting time by 27% and cut the time to find an expert to solve a problem by 34%. Enterprise social software like #yammer isn't "magical" - still takes effort to build engagement
- Create Personal Site This permission enables users to create a personal site to store their documents, newsfeed, and followed content.Follow People and Edit Profile This permission enables users to follow people from their My Site and to edit their personal profile.Use Tags and Notes This permission enables users to use the Tags and Notes feature from SharePoint Server 2010. The Tags and Notes feature is provided primarily for upgrade purposes so that users can continue to access the tags and notes they created in the earlier version of SharePoint Server. However, you might also use this permission to enable users to leave notes on documents in SharePoint Server 2013.
- Create Personal Site This permission enables users to create a personal site to store their documents, newsfeed, and followed content.Follow People and Edit Profile This permission enables users to follow people from their My Site and to edit their personal profile.Use Tags and Notes This permission enables users to use the Tags and Notes feature from SharePoint Server 2010. The Tags and Notes feature is provided primarily for upgrade purposes so that users can continue to access the tags and notes they created in the earlier version of SharePoint Server. However, you might also use this permission to enable users to leave notes on documents in SharePoint Server 2013.
- Office 15 Big Bets on SocialFundamentalsidentity, privacy, managing connectionsseamless, delightful, complete experiencesConversations make connectionsPitch/Value Prop: Companies can spark creativity and enhance productivity by bringing people together across the company.Example real world scenarios: Salesperson posts about a big win they had against a key competitor – a peer sees that and asks for advice that leads to them landing a similar deal.A back office worker in a bank mentions a process that has been confusing and frustrating them; a process consultant sees it and suggests an alternative way of working which starts a really effective projectFeatures covered: Microblogging, people card showing posts, hovering on presence in feed to show people card and starting an im, etc.People are always availablePitch/Value Prop: You can always get in contact with the people who matter to what you are working on Example real world scenarios:Marketing person is looking at reviewer feedback on a white paper they are writing – from the comment they IM the commenter and solve the issue right awayHR business partner sees a theme of comments in the feed and quickly starts an email discussion with five people who were responding to get a deeper sense of the pulse of the teamFeature covered: People cards everywhere, etc. Context enriches interactionsPitch/Value Prop: Your people can be more effective and professional when they have the full story.Example real world scenarios:Exec receives an email from a customer and he can see Linkedin/FB data showing their recent job changeFeatures covered: People card, profile, etc. Context enriches interactionsPitch/Value Prop: you know what things happen around you in a singe place.Company feeds – consolidated feeds WP
- User profiles – contain detailed information about people in an organization. A user profile organizes and displays all of the properties related to each user, together with social tags, documents, and other items related to that user.Profile synchronization – provides a reliable way to synchronize groups and user profile information that is stored in the SharePoint Server 2013 profile database together with information that is stored in directory services across the enterprise.Audiences – enables organizations to target content to users based on their job or task, as defined by their membership in a SharePoint Server group or distribution list, by the organizational reporting structure, or by the public properties in their user profiles.My Site Host – a dedicated site for hosting My Sites. A My Site Host is needed in order to deploy the social features of SharePoint Server.My Site – a personal site that gives users in your organization a central location to manage and store documents, links, and information about colleagues.Social tags and notes – enables users to add social tags to documents, to other SharePoint Server items, and to other items, such as external web pages and blog posts. Users can also leave notes on profile pages of a My Site or any SharePoint Server page. Administrators can delete all tags for employees when they leave the company or remove a tag they do not want.
- The Newsfeed displays information from other users or things that you follow, such as people, documents, sites, and tags. It displays 20 items, sorted in reverse chronological order, just like your favorite social network (go on, pick one). The Newsfeed is just one of several feeds available via My Site. The Everyone feed, for instance, shows the last 20 posts or replies across all users, not just the people you follow. And the Activities feed shows all activity associated with a particular user. Other users can see your Activities feed while browsing your profile or About Me page.
- Aggregated Task ManagementSharePoint 2013 makes it easier to control multiple project tasks. Rather than going to each project site to review and edit your tasks, you manage them in one location. The My Site page, for instance, has a link in the left-side navigation menu to "Tasks;" you click it to load the My Tasks screen, which aggregates your tasks across all of your groups. Presented in a timeline, the tasks are searchable and grouped by project locations. You can sync tasks to Outlook, too.
- Store and organize your private documents and other files in a secure location in the cloud or on your company’s SharePoint servers.Share files and folders with other people in your organization and give them permission to review or edit the content.Synchronize files and folders in your SkyDrive Pro and other SharePoint libraries with your computer or mobile devices, so you can access your content offline. You're probably familiar with SkyDrive, Microsoft's cloud storage and syncing service that's tightly integrated with Office 2013. But you may not have heard of SkyDrive Pro, the premium version that's optimized for enterprises. Built to be a central hub for work documents, SkyDrive Pro makes it easier to track (via the Followed Documents page) files that matter you to. You also can sync SkyDrive Pro to a local computer, thereby allowing you to work on important documents even when you're offline.
- SharePoint Server 2013 provides new ranking model for people search, intranet sites, and Internet sites. A ranking model determines recall (which items are displayed in the search results) and rank (the order in which search results are displayed). This ranking model is implemented during search results and has a capability to Override any Sorting of the results that may have been set by the user in Content Search Webpart.
- Although the purpose of discussions is similar between communities and email discussion lists, there are some benefits to communities including:All users who have access to the community (whether through membership or visitor permissions) can view the information in discussions. By using email distribution lists, only members of that list benefit from discussions.Communities are more permanent and contain the history of any posts and replies in discussions before a user has even joined the community. In contrast, when a user joins a distribution list, they receive email only from the point that they joined the list.Communities help collect and organize intellectual property that is otherwise undiscoverable or difficult to find unless you are part of the distribution list. By using distribution lists, there is no method to categorize email messages and a search of the email messages only returns results within the member’s own folders.Communities encourage and reward members for participation by building reputation points for posting, replying, and receiving likes and best answers.Communities have built-in moderation functionality that helps keep the community active and appropriate to enterprise needs.
- In SharePoint 2013, 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.
- Usage optionsThere are several ways to use Community Sites and features in SharePoint Server 2013:By creating a stand-alone community at the site collection level or at the site level. For example, you might create a community in an organizational portal if you want to facilitate discussions among members of the organization and use the community categories to keep things organized.By populating a community with email messages from a distribution list. This approach is one way only; email messages populate discussions in the community, but new posts and replies originating from the community do not appear in email.By activating community features on existing sites. You can activate community features on any site, which provides the core Community Site pages, moderation, membership, and reputation functionality without creating a community itself. For example, you might activate features on an existing team site where you want to include community functionality but do not want to create and manage a separate siteRun a search crawl so that it indexes the new site or sites, and populates the Community Portal with Community Sites. No communities appear on the portal until you run a crawl. Configure the incremental crawl schedule so that the Community Portal continues to display any new Community Sites, and so that members can search within communities and the portal.
- You can have custom community portal and sites but the query search results web part needs to be tweakedOriginally the query is keywordQuery.QueryText = "WebTemplate=COMMUNITY -ContentClass=urn:content-class:SPSPeople"; This won’t return the result that you require, rather you would need to do the followingIt turns out that the result on my created community using my custom site definition using this query keywordQuery.QueryText = "WebTemplate=ComSiteDefinition -ContentClass=urn:content-class:SPSPeople"
- Yammer and SharePoint: Enterprise Social Roadmap Update- Jeff Sparatosourc:e: http://blogs.office.com/b/sharepoint/archive/2013/03/19/yammer-and-sharepoint-enterprise-social-roadmap-update.aspx
- Link to Yammer.com - Allow them to simply replace the "Newsfeed" link on the Office 365 global navigation bar with a link to Yammer.comYammer app - Ship a Yammer app in the SharePoint Store so that end users can easily embed a Yammer group feed into a SharePoint site, creating a connection between groups and sites that will deliver the best of both worlds.SharePoint newsfeed will continue to be the default social experience in Office Raises many questions around the integration of social SharePoint features and how that interacts with the yammer newsfeedDoes following documents / sites / people really get integrated into yammer as well?
- Single Sign-On (SSO) - when you click on the Yammer link in the Office 365 global navigation bar, Yammer will appear immediately below with the navigation to get back to Office 365 services such as Outlook and Sites. Seamless Navigation - You will also see the user experiences of Yammer and Office 365 begin to converge. This new Yammer experience will also offer rich document capabilities, integrating the Office Web Apps to add editing and co-editing of Word, PowerPoint, and Excel documents.
- A couple of gotchas ... SharePoint 2013 is WAY better that SharePoint 2010, but it’s definitely not a full suite of social technology features. This is in no way a complete list; it’s just what I noticed initially: