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Employee Engagement with MySite

Shocked this got 100k views. Thank you for the love. I presented this deck on driving Employee Engagement using the personalization capabilities of MySite to a SharePoint user group in 2007. It largely focuses on the technical aspects of how to use those capabilities.

Employee Engagement with MySite

  1. 1. Introduction to My Site Robert Wuhrman www.mossusergroup.com
  2. 2. My Site Your Home Drive and Desktop on Steroids <ul><li>Personalization </li></ul><ul><li>Document Storage </li></ul><ul><li>Quick Access to Workspaces </li></ul><ul><li>Public and Private Views </li></ul><ul><li>Social Networking </li></ul><ul><li>Organizational Structure and Relationships </li></ul><ul><li>Office Integration </li></ul><ul><li>Web Part Customization </li></ul>www.mossusergroup.com
  3. 3. Improvements to MySite <ul><li>Privacy Controls Enable User to Toggle Permissions </li></ul><ul><ul><li>Manager </li></ul></ul><ul><ul><li>Colleagues </li></ul></ul><ul><ul><li>Everyone </li></ul></ul><ul><li>Multi-Language Capability </li></ul><ul><ul><li>Must have language packs installed on server </li></ul></ul><ul><ul><li>Must enable permission in SSP </li></ul></ul><ul><li>Public Site is Greatly Improved </li></ul><ul><li>Better Set of Out of the Box Web Parts </li></ul><ul><ul><li>RSS Reader </li></ul></ul><ul><ul><li>SharePoint Sites </li></ul></ul><ul><ul><li>Exchange Calendar </li></ul></ul><ul><ul><li>Colleagues </li></ul></ul>www.mossusergroup.com
  4. 4. Creating MySite <ul><li>MySite is a Site Collection </li></ul><ul><li>Non-collaborative version created when profile is imported </li></ul><ul><li>Fully Collaborative Site Collection created when you first visit your MySite </li></ul><ul><li>Prompted to set as default Office site </li></ul><ul><ul><li>Enables you to more easily save files to MySite </li></ul></ul><ul><ul><li>Sets a registry value </li></ul></ul><ul><ul><li>Written to AD </li></ul></ul>www.mossusergroup.com
  5. 5. My Site www.mossusergroup.com
  6. 6. Document Storage <ul><li>MySite is a SharePoint Site Collection </li></ul><ul><ul><li>Store documents as with any other site collection </li></ul></ul><ul><ul><li>Save directly to your MySite from the Office UI </li></ul></ul><ul><ul><li>Map a drive directly to a MySite Library. (WebDAV) </li></ul></ul>www.mossusergroup.com
  7. 7. Public MySite <ul><li>Everyone sees your public view </li></ul><ul><li>person.aspx drives the content for public view </li></ul><ul><ul><li>Shared by ALL users </li></ul></ul><ul><ul><li>http://intranet.contoso.com/person.asp?CONTOSOjdoe </li></ul></ul><ul><ul><li>If admin makes a change to person.aspx, then it changes for everyone. </li></ul></ul>www.mossusergroup.com
  8. 8. Colleagues <ul><li>Added automatically as a part of the MySite creation based on Organizational Structure compiled from AD </li></ul><ul><li>Add additional Colleagues through Manage Colleagues </li></ul><ul><ul><li>Determine Relationship Through Groups and Assign Permissions to Groups </li></ul></ul><ul><li>Colleague Alerts - Show only colleagues with changes </li></ul>www.mossusergroup.com
  9. 9. Membership <ul><li>Populated from AD and SharePoint Sites </li></ul><ul><li>Visibility of memberships can be throttled through Manage Memberships link </li></ul>www.mossusergroup.com
  10. 10. My Profile <ul><li>Public Facing Page of MySite </li></ul><ul><li>In Common With You Web Part </li></ul><ul><li>Can modify some aspects or profile </li></ul><ul><ul><li>Interests </li></ul></ul><ul><ul><li>Schools </li></ul></ul><ul><ul><li>Admins add attributes in SSP </li></ul></ul><ul><li>Some aspects of profile cannot be modified since they are coming from AD and controlled by the organization </li></ul>www.mossusergroup.com
  11. 11. My Site Administration <ul><li>Most system wide MySite configuration changes are done through Shared Services Administration in SharePoint Central Administration </li></ul>www.mossusergroup.com
  12. 12. Storage Quotas <ul><li>100MB Default </li></ul><ul><li>Quota Templates Link in Applications Tab area of SharePoint Administration </li></ul>www.mossusergroup.com
  13. 13. Deleting My Site <ul><li>Delete through Central Administration or stsadm.exe </li></ul><ul><li>Does not delete profile </li></ul><ul><li>From a management standpoint, you need a process for archiving the information in the My Site (files, contacts, etc) </li></ul>www.mossusergroup.com
  14. 14. Personalization Links <ul><li>Push Links to Users based on Audience </li></ul><ul><ul><li>Timesheet to all Employees </li></ul></ul><ul><ul><li>Project Planning Tool Pushed to Project Staff </li></ul></ul><ul><ul><li>Personalization link does not have to link to a web page per se. </li></ul></ul><ul><ul><ul><li>RDP Connections to launch an RDP session </li></ul></ul></ul><ul><ul><ul><li>Homepage link: <a href=about:home>Home</A> </li></ul></ul></ul>www.mossusergroup.com
  15. 15. My Site Architecture Notes <ul><li>Allow user to personalize MySite language </li></ul><ul><ul><li>User prompted to pick a language upon MySite creation </li></ul></ul><ul><ul><li>Language Packs and Templates Must be installed on server per Chapter 4 </li></ul></ul><ul><ul><li>Option must be checked in SSP administration </li></ul></ul>
  16. 16. Branding MySite <ul><li>2 Main Files </li></ul><ul><ul><li>Core.css (theme) </li></ul></ul><ul><ul><li>Master Page (layout) </li></ul></ul>Location of Master Page for MySite C:Program FilesCommon FilesMicrosoft Sharedweb server extensions12TemplateGlobal www.mossusergroup.com
  17. 17. MySite Architecture Notes, cont’d <ul><li>A My Site host created automatically when a Shared Services Provider (SSP) is created. </li></ul><ul><li>Location is created in its own site collection on the default Web application, and all personal sites are stored in that location. </li></ul><ul><li>In most scenarios, this is the only My Site host location for the entire deployment of Microsoft Office SharePoint Server 2007. </li></ul><ul><li>Users can view My Sites if: </li></ul><ul><ul><li>the SSP for the My Site host location imports their user profile information from directory services </li></ul></ul><ul><ul><li>and if the “Create personal site” permission is enabled. </li></ul></ul><ul><ul><li>Individual personal sites are created when individual users click the My Site link on the top link bar of the site </li></ul></ul>www.mossusergroup.com
  18. 18. Architecture Notes, cont’d <ul><li>Generally speaking each user is limited to 1 SSP, and therefore 1 Physical MySite Location </li></ul><ul><ul><li>Some exceptions: </li></ul></ul><ul><ul><ul><li>Geographically distributed deployment with dedicated SSP for each region </li></ul></ul></ul><ul><ul><ul><li>Multiple Forest Scenario with groups of users isolated on each forest </li></ul></ul></ul><ul><ul><li>When utilizing multiple SSP (and multiple MySite location the challenge becomes providing a predictable experience for the user) </li></ul></ul><ul><ul><ul><li>Global deployments enabled </li></ul></ul></ul><ul><ul><ul><li>Trusted Locations (replicate profile info) </li></ul></ul></ul><ul><ul><ul><li>Results in one set of personalized content for each user being made available to all targeted users in each SSP. </li></ul></ul></ul>www.mossusergroup.com
  19. 19. MySite Architecture Notes cont’d <ul><li>Global (Multiple) Deployments </li></ul><ul><ul><li>MySite can be deployed across multiple shared services providers </li></ul></ul><ul><ul><li>Example: Poor network connectivity between remote force and the primary SSP </li></ul></ul><ul><ul><li>Option must be selected in SSP administration </li></ul></ul><ul><ul><li>Some loss of functionality </li></ul></ul><ul><ul><ul><li>Personalized Links </li></ul></ul></ul><ul><ul><ul><li>Ability to add colleagues </li></ul></ul></ul><ul><ul><ul><li>People Search based on Social Distance </li></ul></ul></ul><ul><ul><li>Recommended to have a good profile replication solution in place before enabling this </li></ul></ul>www.mossusergroup.com
  20. 20. Duplicate User Names <ul><li>Can happen if multiple domains exist in the organization </li></ul><ul><li>Go to SSP homepage to adjust naming convention for My Sites </li></ul><ul><li>By Default SharePoint uses the username, but does not include the domain. </li></ul>www.mossusergroup.com
  21. 21. Outlook HomePage www.mossusergroup.com <ul><li>You can replace Outlook Today with My Site URL </li></ul>
  22. 22. Personalization Sites <ul><li>Personal Site vs Personalization Site </li></ul><ul><li>Personalization Site - Created by a site collection administrator for a broader audience (HR, Finance, etc) </li></ul><ul><li>Through SSP you can pin a personalization site such as MySales, MyHR, MyWarehouse to a user’s MySite based on their Audience </li></ul><ul><li>Created by choosing the “Personalization Site” template at site creation time </li></ul>www.mossusergroup.com
  23. 23. Personalization Site <ul><li>Audience targeting </li></ul><ul><li>Easy deployment with configured web parts and data connections </li></ul><ul><li>Improved personal and team productivity </li></ul><ul><li>More productive collaborative work environment </li></ul><ul><li>Re-use of information, everyone on the team </li></ul>www.mossusergroup.com
  24. 24. Adding Personalization Site to MySite <ul><li>Done in Shared Services Provider </li></ul><ul><li>Target based on audience </li></ul>www.mossusergroup.com
  25. 25. Role Based My Site Templates <ul><li>Pre-Configured to display role-relevant data </li></ul><ul><li>Use KPIs, Workflows, Excel Services, BDC, SQL, SSAS cubes </li></ul>www.mossusergroup.com
  26. 26. HR Manager – Recruitment Interview Schedule (Calendar) Current Openings (List) Recruitment Cost (Excel Services) www.mossusergroup.com
  27. 27. HR Manager My Site – HR Dashboard Demographics and annual review status. - Uses Office Data Connection and publishes using Excel Services www.mossusergroup.com
  28. 28. HR Manager – References Meeting Outcomes – InfoPath Library Corporate Policies – Document Libraries Contacts – Contact List www.mossusergroup.com
  29. 29. Audiences <ul><li>Used to target content (Web Parts, Links, etc) to specific groups of people based on personal attributes: </li></ul><ul><ul><li>Distribution List </li></ul></ul><ul><ul><li>Common Manager </li></ul></ul><ul><ul><li>Same Skills </li></ul></ul><ul><li>Configured in the SSP in Central Administration </li></ul><ul><ul><li>Any application using the SSP can use the audiences in it. </li></ul></ul>www.mossusergroup.com

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Shocked this got 100k views. Thank you for the love. I presented this deck on driving Employee Engagement using the personalization capabilities of MySite to a SharePoint user group in 2007. It largely focuses on the technical aspects of how to use those capabilities.


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