11. #NHSPUG @RHarbridge
Social SharePoint Options
When are people going beyond SharePoint for Social Functionality?
Extending
Complimenting
Supplementing
Good Enough On It’s Own
Ignoring/Locking Down
How To Lock Down SharePoint’s Social Features
18. #NHSPUG @RHarbridge
Social SharePoint Options
When are people going beyond SharePoint for Social Functionality?
Extending
Complimenting
Supplementing
Good Enough On It’s Own
Ignoring/Locking Down
How To Lock Down SharePoint’s Social Features
Richard Likes These
Options The Most.
22. #NHSPUG @RHarbridge
Blogs in 2010…
• The gist of it:
• Blog posts auto listed in activity feed.
• Consistent and improved rich text editor.
• Live preview and ability to launch blog program
from ribbon.
• Team blogs as well as individual blogs.
• Personal blog can be linked to mysite.
• Improved navigation OOTB for blog sites.
• “About this blog” content area.
• No HTML or silverlight/media
(AVAILABLE in 2013 w/ Nicer Design Options)
28. #NHSPUG @RHarbridge
Storage Architecture in 2013
Content DBs (per-user)
User Profile Service
Profile DB (per-service)
People and
tag following
User profile
properties
Social DB
(per-
service)
Social tags
Content DB
(site collection per-user)
Feed posts
Site and
document
following
Personal
storage
space
(Site Feed posts are
stored in the SP site)
31. #NHSPUG @RHarbridge
Tip: Plan User Profile Properties
Property Name Example: Region Name
Source Example: System XYZ
Editable By Users Example: Editable By Users
Privacy Example: Everyone
Required or Optional Example: Optional
User Profile Property Planning Worksheet
32. #NHSPUG @RHarbridge
Property Tags and Knowledge Mining
Where are the tags?
•Outlook 2010 {Sent Items}
•Sharepoint Server 2010
Control and Consent
1. Auto find and publish to MySite to use {Least Conservative}
2. Don’t Analyze Email {Most Conservative}
Office Resource Kit {http://blogs.technet.com/office_resource_kit/}
3. Analyze and upload (user consent at client)
Outlook ->Options ->Advanced
4. Consent on suggestions (user consent at server)
33. #NHSPUG @RHarbridge
Discussion Point:
The way Yammer is currently integrated with
SharePoint focuses on ‘replacing’ the
SharePoint Newsfeed functionality. This is due
to Yammer being ‘better’ than SharePoint
Newsfeed in a variety of ways (with one
caveat).
Nice Article On Yammer vs SharePoint For Microblogging -
https://www.nothingbutsharepoint.com/sites/eusp/Pages/SharePoint-
vs-Yammer-for-Microblogging.aspx
SharePoint ‘vs’ Yammer Newsfeeds
60. #NHSPUG @RHarbridge
Phase 4
Phase 3
Phase 2
Phase 1 Basic Profile
Import
MySites Piloted
MySites Globally
Deployed
MySites
Customized
Profiles
Implemented
Custom Profile
Fields
Profile Fields
Integrated With
LOB Data
Users Can Edit
Profile Data With
Write Back To AD
Photos Updated
From Central
Source
Profiles
Presentation
Customized
My Sites & Profile Roll Out
Eight Considerations When Implementing SharePoint Social Capabilities
61. #NHSPUG @RHarbridge
Social Feature Roll Out
Phase 1
Less Than 50% Profiles Populated
Notes and Status Updates
Infrequently Used
Community Sites Piloted
Wikis Piloted
Leadership Blogs Piloted
Discussion Boards Piloted
Tags & Notes Infrequent (Usage
Low)
Ratings Piloted On Knowledge
Base
Phase 2
Less Than 75% Profiles Populated
Notes & Status Updates Used
Frequently By Early Adopters
Community Sites Globally
Deployed
Wiki Sites Globally Deployed
Department Blogs Deployed
Discussion Boards Globally
Deployed
Tags & Notes Adopted (Usage
High)
Knowledge Base Initiating New
Procedures/Policies
Phase 3
Close to 100% Profiles Populated
Notes & Status Updates
Considered Cultural Norm
Communities Extended To
External Participants
Wiki Spaces Extended To External
Participants
Personal Blogs Deployed
Discussion Boards Leading To New
Innovation Or Cost Savings
Tags & Notes (Expected)
Knowledge Base Podcasting &
Media
Eight Considerations When Implementing SharePoint Social Capabilities
62. #NHSPUG @RHarbridge
Map To Business Objectives
Support
Acquisitions
Provide
Positive
Work Culture
Highlight
Exceptional
People
Have Highly
Effective
Decision
Making
Supporting
Community
Customer
Transparent
Support
Leadership
Personally
Engaging w/
Customers
Internal Social
Collaboration
User Profiles
Personal
MySites
Internal Social
Networking
Communities Of
Interest
Communities Of
Practice
External Social
Authoring
Social CRM
Direct Relationship Indirect Relationship
Eight Considerations When Implementing SharePoint Social Capabilities
63. #NHSPUG @RHarbridge
Legitimate Causes For Concern
Concern Mitigating Solution
Corporate Embarrassment The most common reason for corporate embarrassment is lack of training on
management and executive teams (or their supporting staff). It’s important for the
leader who creates a blog for example to also impose ‘approval’ on blog comments.
These simple measures must not only be put into effect but they also must be
understood and the users must understand how to use these features effectively.
Loss Of Intellectual Property & Trade
Secrets
This is often dealt with by appending or amending existing intellectual property
policies within employee manuals or employee agreements. The Intranet or any social
technology should not be exempt from acceptable technology use practices and
ethical/respectful employee behavior.
Another Potential Distraction It is important for management to support the platform but also to clearly explain
why/when it should be used. Setting the expectation that this is a work technology
(like email, or their web browser) is often the only effort necessary. To help make
employee use more effective it can be extremely useful to provide training, guidance,
and examples for how to use the technology in a work setting. Often using stories to
illustrate this can go a long way (especially if they are based on the corporate culture,
a real use of the tool, and particular to the business).
Another Entry Point for Viruses/Other
Attacks
This is immediately mitigated by deploying or implementing an enterprise ready social
technology. Many have constraints imposed to stop people from adding script as an
example to status updates, discussion boards, tags, or embedded within other social
content.
Employee Harassment This is often dealt with by appending or amending existing sexual harassment policies
within employee manuals or employee agreements. The Intranet or any social
technology should not be exempt from acceptable technology use practices and
ethical/respectful employee behavior.
66. #NHSPUG @RHarbridge
Unique Cloud Challenges…
If you have SharePoint 2013 On Prem and a Office 365 SharePoint Online Instance…
How do you plan the social
user experience?
Example: Following an o365 document doesn’t
add it to your onPrem social feed, it would add it
to the o365 data… Difficult hybrid scenario.
68. #NHSPUG @RHarbridge
Samples of What to Measure
– Number of completed user profiles
– Number of connections per user
– Cross posting of blogs, subscriptions to RSS and other feeds
– Average number of participants with Wikis (also look at
distribution – Wikis with most participants vs. universe of
wikis)
– Effective use on major projects
– Reduction in e-mail (generally, on specific topics, corporate
noise)
– Range of adoption (departments, topics)
– Does a new policy or idea get adopted easier?
– Search metrics: fewer similar queries=right information fasterEight Considerations When Implementing SharePoint Social Capabilities
69. #NHSPUG @RHarbridge
Understand Your Maturity
Microsoft: Enterprise Social Collaboraiton Progression Model -
http://www.microsoft.com/enterprise/it-trends/social-
enterprise/articles/Enterprise-Social-Collaboration-Progression-
Model.aspx#fbid=I1J-B4XG2DS
72. #NHSPUG @RHarbridge
78
Twitter: @RHarbridge
Blog: http://www.RHarbridge.com
Email: Richard@RHarbridge.com
Resources:
50+ User Adoption Activities Adoption Activities
130+ SharePoint Standards SPStandards.com
35+ Governance Documents Governance Documents
100+ Downloadable Presentations SlideShare.com/RHarbridge
Thank You
Organizers, Sponsors and You for Making this Possible.
Editor's Notes
Business ImpactWhat Does That Mean?Lowers Cost Of Sharing & Organizing InformationMost social technologies within an enterprise leverage the identity of the contributing individual heavily. There is no such thing (in most cases) of anonymity within the enterprise. This means that the enterprise social technology usage will:Improves Search RelevanceImprove Content AuthorityAdds Additional Contextual RelevanceAdditionally what this means for finding people in the case of expertise searching and discovery is that people are more easily found and their properties (that help you find them) are more accurate. In terms of the accuracy it is no longer as expensive to manage everyone’s expertise and profile information. This is especially true if self-serviced or self-managed user profiles exist within the organization.In regards to profile properties being filled out, often there are mechanisms that encourage people to fill out their profiles. The most common techniques are through vanity search and statistics as well as a “completeness” rating on the profile.Reduces Organizational BarriersSocial technologies are rarely deployed for only specific departments or organization units. As a result of this (and the value of enterprise wide deployments) there are traditionally less organization boundaries to ‘social’ information such as people profiles.An additional item worth noting here is that most social platforms also only account for ‘read’ permissions on items and allow people to ‘contribute’ or share items they may not have the ability to easily edit, copy, or move. In some instances it has been known to reduce duplication of information as well due to the increased discovery and ease of sharing.Improves Business AgilitySince social interaction is tied directly to chronological relevancy (in other words when people engage in social activity there is always a relation to that activity being important at that point in time) it has a natural tendency to support quick, immediate, and current decision making activities.When the organization is reacting to something it also enables users to quickly discover one another and engage in a way that makes adding additional participants much easier. (Especially true in open social collaboration/discussions instead of using the features in an online private setting.)Compliments Talent ManagementAs employees connect with one another and share the results of their work it tends to highlight many employee accomplishments. Frequently outputting highly rated documents as an example can provide additional information to management that the documents/output of one employee is having a strong benefit on the organization.Additionally poorly rated items can help encourage plans for development or improvement.Employees sharing more about their personal motivations, experiences, skills, and expertise can also greatly help when determining organizational competencies, weaknesses, strengths, and how best to begin engaging/planning that individuals professional growth.Promotes End User InnovationMost social technologies empower more people to contribute. Often it’s not necessary to have ‘edit’ rights to an item to add social tags or social discussions around it. Allowing even readers to share feedback, ideas, or categories on things they can see, interact with, but perhaps not modify.
Technology BenefitSharePoint ExplanationImproves Search RelevanceA concrete example of improving search relevance in SharePoint would be that social tagging, rating, and action results in an increase the ranking of that document or item. If it’s being socialized the assumption is that it’s more important than content that is not.Improve Content AuthorityWhen searching or browsing through so much corporate information the use of social features such as tagging, rating, and discussions can greatly help understand the authority level of certain content.Adds Additional Contextual RelevanceIn SharePoint it’s not only within communities or personal sites that social features are leveraged. Even on executive dashboards that use roll ups and reports of data it is possible in many cases to use the note board for discussion, to tag specific reports, to rate specific reports or data summaries.Provides Additional Ways To Find ContentBeyond searching for information by using keywords, phrases, or tags it can often be useful to find information by discovering ‘experts’ or individuals who are linked to the content either as authors or as someone who recently highlighted that content through the use of social tags, ratings, or sharing.
(please read this post on the SharePoint blog for further details: Yammer and SharePoint: Enterprise social roadmap update) Basic Integration. This summer we’ll update the Office 365 service and allow customers to replace the SharePoint newsfeed with Yammer. Many customers are worried about confusing their users with two different feeds, and this update will allow them to simply replace the “Newsfeed” link on the Office 365 global navigation bar with a link to Yammer.com. We’ll also 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. The SharePoint newsfeed will continue to be the default social experience in Office 365, but the option to replace it with Yammer will be a valuable first step in the overall integration process. Deeper Connections. This fall we’ll deliver another update to Office 365 and deepen the integration. Customers will still have the option of choosing between Yammer and the SharePoint newsfeed, but this new, integrated Yammer experience will offer Single Sign-On (SSO) and seamless navigation. In other words, 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. You will also see the user experiences of Yammer and Office 365 begin to converge (see the concept mock below to get a directional sense). 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. Connected Experiences. As we move into 2014, we’ll continue updating Office 365 with new social enhancements roughly every 90 days. We’ll start by simply deepening the connections between Yammer and Office 365 services, but over time these incremental enhancements will combine social, collaboration, email, instant messaging, voice, video, and line of business applications in innovative new ways. This is an exciting time and a hot space, and I can’t wait to share more about our plans in the future.
You can specify which users can use social features.You can specify which users can have MySites.This allows you to roll it out slowly and to targeted groups who receive training/support.In 2013 – The biggest change is the dependency on personal sites for social functionality.
Newsfeed: shows you updates on social activities for items and people you are following:People postsPeople profile changesChanges on followed documentsItems tagged with followed tagsMentionsActivities: all my activitiesLikesCompany Feeds
With SharePoint 2013, we are bringingthe breadth of our experiences to all devices, and to all places. We’ll be delivering applications initially on WP7 and iOS, with a great mobile browsing experience for other platforms. Working from anywhere goes beyond SharePoint with native applications for OneNote and Lync on WP7, iOS, Android.
Available in Central Administration in the UPA Shared Service ApplicationGive the ability to the Administrators to govern profile information that user can manage or notUsers can always override Admin settings regarding activities and following people privacy settings.Simplified compared to SharePoint 2010 Policy settings:Privacy setting is now “Only me” or “Everyone”Available in Central Administration in the UPA Shared Service ApplicationGive the ability to the Administrators to govern profile information that user can manage or notUsers can always override Admin settings regarding activities and following people privacy settings.Simplified compared to SharePoint 2010 Policy settings:Privacy setting is now “Only me” or “Everyone”Admins can also enable a “default“ privacy setting to make people following information and activities public.This setting is “off” by default
In 15 who has rights can follow different thingsPeopleSitesDocumentsTags Following has a common user interface experience
Following people infrastructure in 15 is the same as it is in 2010Information about followed people and “followed by” is stored in the Profile DatabaseThe followed person gets notified by email if a new follower shows upTwo main improvements we introduced in 15Integration with Consolidated Feeds Web PartFollowing people infrastructure in 15 is the same as it is in 2010Information about followed people and “followed by” is stored in the Profile DatabaseThe followed person gets notified by email if a new follower shows upTwo main improvements we introduced in 15Integration with Consolidated Feeds Web PartMy followers: people can now see who are their followers
How many times have you found a useful link somewhere on the internet, but had no way to usefull record that and get feedback from your colleagues? Well, SharePoint 2010 social feedback can help with this, you can now "tag" any source on the internet (or intranet) which has a URL. This is stored in your "tags" section on your My Site, and also appears in your "Activity Feed" (which is one of the new areas in the SharePoint 2010 My Site). Other users can also post "notes" relating to your tag, which effectively creates a discussion board around the "tagging" activity, allowing conversations around something that has been tagged. Now, one of the key points is Security Trimming. Lets take this example: what happens if you Tag a document that someone else doesn't have access to? The good news is that social tagging uses the Search Index to provide security trimming on content that is stored in SharePoint. This provides the capability for senior managers to tag confidential documents (and hold conversations about that using notes) but those tags (and notes) are not visible to anyone who doesn't have read-access to the document! On top of this is included a Ratings feature, where you can rate content within SharePoint lists (finally, the death of third party "rate my content" web parts). This means that SharePoint 2010 now has similar social feedback functionality as other products like Digg or Delicious, in that you can tag and rate content, and other people can interact with that "tag" creating a discussion. ArchitectureAll of the Social Feedback information in SharePoint 2010 is stored in a separate "Social Database". This sits alongside the Profile Database. There are then "Gatherers" (Timer Jobs) which will collect all of the changes to both the Social Database and the Profile Database and this is stored in another database for Activity Feeds (the Activity Feed Database) with foreign key pointers back to the Profile Database (so you know who's activity it is). The performance is impressive, aiming for 2000 requests per second, and in terms of storage they are looking to support over 600,000,000 rows of data! They claim that this is sufficient for activity (including social feedback) for 400,000 users over 5 years! ExtensibilityYou can also hook into this process yourself. You can build your own "Gatherer" jobs to collect information from any data source that you like. A good example is a CRM database, so that you can show activity in CRM in the My Site Activity Feed, showing when people schedule meetings or achieve sales activites.
How many times have you found a useful link somewhere on the internet, but had no way to usefull record that and get feedback from your colleagues? Well, SharePoint 2010 social feedback can help with this, you can now "tag" any source on the internet (or intranet) which has a URL. This is stored in your "tags" section on your My Site, and also appears in your "Activity Feed" (which is one of the new areas in the SharePoint 2010 My Site). Other users can also post "notes" relating to your tag, which effectively creates a discussion board around the "tagging" activity, allowing conversations around something that has been tagged. Now, one of the key points is Security Trimming. Lets take this example: what happens if you Tag a document that someone else doesn't have access to? The good news is that social tagging uses the Search Index to provide security trimming on content that is stored in SharePoint. This provides the capability for senior managers to tag confidential documents (and hold conversations about that using notes) but those tags (and notes) are not visible to anyone who doesn't have read-access to the document! On top of this is included a Ratings feature, where you can rate content within SharePoint lists (finally, the death of third party "rate my content" web parts). This means that SharePoint 2010 now has similar social feedback functionality as other products like Digg or Delicious, in that you can tag and rate content, and other people can interact with that "tag" creating a discussion. ArchitectureAll of the Social Feedback information in SharePoint 2010 is stored in a separate "Social Database". This sits alongside the Profile Database. There are then "Gatherers" (Timer Jobs) which will collect all of the changes to both the Social Database and the Profile Database and this is stored in another database for Activity Feeds (the Activity Feed Database) with foreign key pointers back to the Profile Database (so you know who's activity it is). The performance is impressive, aiming for 2000 requests per second, and in terms of storage they are looking to support over 600,000,000 rows of data! They claim that this is sufficient for activity (including social feedback) for 400,000 users over 5 years! ExtensibilityYou can also hook into this process yourself. You can build your own "Gatherer" jobs to collect information from any data source that you like. A good example is a CRM database, so that you can show activity in CRM in the My Site Activity Feed, showing when people schedule meetings or achieve sales activites.
Owners can enable ratings on CommunityRatings can be a star system or like system: Both are completely decoupled from Social DB and live only in the Content DBOwner can switch between the two systems and rating values get preserved in the switchMouse hovering on the rating provides quick information at a glance:Who ratedThe value of the rateVisual representation for your likes Offers a way to keep track of specific posts across all the microblogging activityLikes: is a personal view to see things you liked*Other people don't have access to the list of everything you liked, but they can see what you liked if they look at your profile feed (About me).Useful to track Social activitiesThe popularity of an itemTracking a specific post – threadIt shows in the main consolidated feeds web partEvery time a user likes a post:An entry gets created in the user’s Microfeed listThis show the “user liked a post” entryThe original post gets updated in the Microfeed list of the user that created the post itselfThis keep tracks of all the likes on the postAn entry gets also created in the Social list of the user who did the “like” actionThis keeps track of the user “like” activitiesUsed in the “Likes” view
SharePoint 2013 helps you find answers to questions and discover experts you never knew existed. Following is a huge part of increasing adoption of social and with SharePoint it’s really easy to follow a person, site, hashtag or even document.It’s a great way to stay on top of the work that you’re interested inwithout having to send emails every day to someone asking for progress. SharePointalso makes recommendations on who or what you should be following. It’s never been easier to expand your social network.
People search in SharePoint allows you to find people across based not only on their profile, but on the work they produce. This means that finding an expert on a topic becomes much easier and far more accurate. The people search experience is dedicated to making it easier to find people and understand how that person can help. In this example the hover card shows not only information from the profile, but also shows content that matches the person that may be of interest. With a single click you can follow that person, send them an IM, or speak to them in Lync.
Builds on the concepts of discussions, likes, ratings, badges and reputationsCommunities can be created by using a new Site DefinitionTemplate available for site collections and sitesUnderneath is a feature that can be activated on any site.Uses Wiki Pages infrastructureA community is based on set of functionalities and lists that exist in the community:it is self consistent.Content is organized by Categories, with a rich UI comprised of image and dataPresentation pages are «wiki pages»Rich content experienceEasier to customize doesn’t need to be SharePoint master for creating contentUsers can use rating for content and «reputation» for peopleCan vote 1 to 5 stars, or LikesReputation is only available in community sites and it is «per community»People can also report “abuse” for a moderator to act uponModerators can choose the “best” reply
Every post can be edited and deleted by the original owner as well as moderatorsEvery member of the community can report a post to the moderator (if the setting is enabled)Marking a post as “featured”: once marked, a specific post will render at top of its category
A conversation can have zero or multiple repliesReplies can happen for the main topic or for other replies as well (replies of replies)A reply can be reported to moderatorCommunity moderators can also delete or edit a replyBest Reply: bubbles up in a specific reply and shows it up as the first reply in the discussion thread
Available in the home page and in site settingsHome page is «security trimmed»: only moderators see toolsProvides access to the main community settings and underneath lists:DiscussionsCategoriesMembersGiftsReported PostsAllow any members to report any post (reply or discussion) as an abuse of the CommunityReports with comments are stored in an hidden listMembers are notified real time for their reporting activityModerators can then decide to delete the post, edit the post or remove the Report
People reputation is impacted by activities like creating posts, adding replies, etc.Reputation is per community – reputation in one does not affect it in another communityReputation model cannot be extendedCommunity owners control points for each activityAdministrators also configure what point thresholds are required to achieve reputation rankingsOnce a member reach a specific level he/she receives a «badge» that shows achievement goals reachedBadges can be customized in term of textBadges image cannot be customizedBut the color is inherited from the site themeThere are two type of badges in communities:Achieved badgesGained by people by collecting points performing specific activitiesGifted badgesAssigned by community ownersAchieved badges can be displayed as a ranking level or as a specific textIt’s a way for Community moderators to “push” recognition to memberNot achieved by membersBy assignation only from Community moderatorList of Gifted Badges can be managed to add or remove badgesGifted Badges are showed in the people status and are colored Again: color is inherited by site themeAt any time people can go to the Members list to see all members and rank them by various metricsPeople can also see their status and what is needed to move to the next level of reputation:
This is extended through the core SharePoint search experience to make it easier to find what you’re looking for. Questions and answers are indexed by search and are displayed in a way that allows you to instantly make use of the information and take action.
Your Companies Key DifferentiatorsWhat makes your company different? What makes your company stand out? Let’s say our fake company has four key differentiators that seemed to stand out and were referenced by leadership and executives in the organization.Community CaringCommunity Engagement, Involvement & SupportState Of The Art TechnologyTechnology, Systems & Products Of Large Enterprise OrganizationsIncredible Support StaffPersonal ServiceHigh Touch AttentionStrong Customer RelationshipsPersonal & Professional Sales StaffIt is important to be able to align new initiatives, technologies and business solutions with these differentiators. To try and help visualize this effect the following objectives were broken down based on the differentiators of the business.Example Company ObjectivesGrow Organizational FootprintAcquisitionsProvide Excellent Customer ServicePromote a Positive Work CultureHighlight Exceptional PeopleHave Highly Effective Decision MakingProvide Community SupportProvide Customer-Transparent Support FunctionsHave Leadership Greeting Customers By NameThese objectives actually map easily to Social Concepts and Features within SharePoint or within related technology. What follows is a visual map of the organization objectives extrapolated above and the ‘solutions’ or social solutions that might directly, or indirectly help achieve those objectives.
A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening