SharePoint 2010 – Communities and Social
Networking
Brian Caauwe
Senior Consultant
06/22/2010
Agenda
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Introductions
Social Networking
Unified Communications
Break
SharePoint Architecture
Customization & Development
Governance
Who am I?
• Brian Caauwe
• Consultant & Speaker
– Email: bcaauwe@inetium.com
– Blog: http://blogs.inetium.com/blogs/bcaauwe
• MCTS - SharePoint v3
Minnesota SharePoint User Group
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2nd Wednesday of the Month
– 9:00 – 11:30 AM
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SharePoint resources and links
Meeting Schedule
Past User Group Presentations
This Presentation
www.sharepointmn.com
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Next Meeting – 7/14
– Search
SOCIAL NETWORKING
What is Social Networking?
What is Social Networking?
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A virtual gathering place
A web of contacts
A bulletin board
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A scrapbook
A knowledgebase
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Yammer
Foursquare
Forums
Distribution Lists
Blogs, RSS feeds
Many more…
Examples
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Linked In
Facebook
MySpace
Twitter
Classmates.com
Reunion.com
One user example…
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Participate in LinkedIn as a career networking tool
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Participate on Facebook with friends, family and some work and community
contacts
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Get a little more personal by sharing photos and comments with friends
Control access to different groups
Follow statuses and updates
Forums
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Keep track of previous co-workers, networking contacts, etc
Keep track of a few hobby-related lists to keep up on the latest news and info.
Contribute from time to time
Blogs
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Family blog
Technical or work topical blog
Read a list of blogs using Google Reader or some other RSS aggregator
What is Enterprise Social Networking?
• Employing the same concepts used in other social networking
solutions, but done while asking: “Is this good for the company?”
• Realize the potential of social networking concepts in your
workplace, with your partners and with your clients.
• The same standard business questions apply:
– What is the return on investment?
– Where are the efficiencies?
• But in one slide… WHY?
Why Enterprise Social Networking?
Drive
collaboration &
social
interaction
Capture &
share tacit
knowledge
Discover
content in new
ways
Capture the
“wisdom of the
masses” via
social
feedback
Build a sense
of connection
to
the company
New workers
expect social
tools in the
workplace
SharePoint Social Networking
Key Features
1. User Profile Database – The database containing
information about SharePoint users, imported from Active
Directory and other potential sources.
2. People Search – A search scope and result page
configured specifically for finding people, based on data
crawled from the Profile database.
3. My Profile Pages – One method of displaying the Profile
database information, using web parts designed for that
purpose and available only on the Profile page
4. User Generated Content – Using features such as Blogs
and Wikis empower users to share information
5. Social Feedback – Built-in tagging, note boards, rating to
highlight important information from the ground up.
6. Co-Authoring – Office 2010 Web Applications enable
multi-user authoring in real time
Scenarios for Enterprise Social Networking
Search
• Finding the right resources, when you need them
– People Search or advanced search can be used to find people based
on many attributes – based on the Profile Database
– Immediate needs: Finding the right resource for the current issue, fast
– Ongoing needs: Building a project or organizational team
Includes Responsibilities, Skills and Interests
SharePoint Social Networking
People Search
• Contact Card
• Skills based browsing
• Refiners
Scenarios for Enterprise Social Networking
Profile Information
• Finding information relevant to YOU
– My Newsfeed page shows content YOU have subscribed to
follow
– My Content is the place for YOUR personal content and Point of
View
– My Profile page shows profile information to others about YOU
depending on how they relate to YOU
SharePoint Social Networking
Profile Pages
• My Newsfeed (Tag Subscriptions)
SharePoint Social Networking
Profile Pages
• My Content (My Site – Site Collection)
SharePoint Social Networking
Profile Pages
• My Profile (Person.aspx)
Scenarios for Enterprise Social Networking
Corporate Information
• Understand the corporate structure
– Navigate a virtual representation of the company
– Find relationships based on location in the company
– Need to find someone based on their relationships without
knowing specific search criteria
– High value for new employees
– Low effort as information is already “known” by systems
SharePoint Social Networking
Organization Browser
• Silverlight control
Scenarios for Enterprise Social Networking
User Knowledge
• Obtain unstructured data
– Experienced employees want to share their skills but need a
place for it
– Extract the small pieces of information that makes the big picture
come into focus
– New Employees can gain knowledge by more than just
experience
– Immediate needs: Finding historical information for a project or
related information
– Ongoing needs: Building a knowledgebase of intellectual
property
SharePoint Social Networking
User Generated Content
• Individual / Group Content - Blog
SharePoint Social Networking
User Generated Content
• Community Content - Wikis
Scenarios for Enterprise Social Networking
Relevant Data
• Understand how structured data relates to unstructured
data
– Terms used throughout the company that are standard
– Terms used throughout the company that have been created by
usage
– Determining if the information available provides high value
– Capture / Encourage ad hoc discussions
– Immediate needs: Finding information related to a specific terms
– Ongoing needs: Understand how the people working with
projects relate to products, clients, etc.
SharePoint Social Networking
Social Feedback
• Tagging
– Taxonomy (Corporate Defined)
– Folksonomy (Dynamic User Created)
SharePoint Social Networking
Social Feedback
• Note Board
SharePoint Social Networking
Social Feedback
• Ratings (Out of the box)
SharePoint Social Networking
Co-Authoring
• Office Web Applications
Microsoft
Microsoft
PowerPoint
Word
Excel
Microsoft
OneNote
Social Networking Features
• People Search
• Profile Pages
• User Generated Content
• Social Feedback
• Co-Authoring
DEMO
SharePoint – Version Recap
SharePoint Foundation – The ‘no additional charge’ version of
SharePoint that includes all the core functionality like Blogs, Wikis,
Discussions, Presence, etc…
Office Web Applications – Another ‘no additional charge’ version of
client applications for online collaboration and presentations.
SharePoint Server Standard – Considerable enhancements on top of
the core platform – My Sites, People search, Tagging, Rating,
Enterprise Wiki’s, etc…
SharePoint Server Enterprise – Doesn’t offer a lot of additional
functionality for social networking, but does include Access
Services, Visio Services InfoPath Services which may allow for
richer data
SharePoint Server Feature Reference
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My Sites
Status Updates
People Search
Organization Browser
Employee Search web part
Audiences
Rating
Tagging
Tag Cloud web part
Enterprise Wikis
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Much, Much, More…
http://sharepoint.microsoft.com/en-us/buy/Pages/EditionsComparison.aspx?Capability=Communities
Service Applications
• Managed Metadata Management
• User Profile Management
• Search Management
UNIFIED COMMUNICATIONS
What is Unified Communications?
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A COLLECTION of technologies – not a silver bullet
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The collection of communication
technologies, applications and processes
to enhance communication and
business between you, your customers,
partners and employees
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“Game-Changer”
“Disruptor”
“Equalizer”
THE GOAL OF UNIFIED COMMUNICATIONS IS TO REDUCE THE
HUMAN LATENCY IN BUSINESS PROCESSES
Microsoft Unified Communications Products
• Profile Information
• E-mail / Calendaring / Outlook Web Access
• User Profile Database / Search
• Outlook / Office Web Applications
• Instant Messaging / VoIP
• Conferencing
• Unified Communications brings information together
SharePoint and Unified Communications?
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Presence
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What is Presence?
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Skittles
Presence Pawn
Online Indicator
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Know before you attempt to reach out
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Presence is the “center ring” of Unified Communications
SharePoint and UC Examples
• User Information
• Communication
Actions
BREAK
CUSTOMIZATION &
DEVELOPMENT
Customization Opportunities
MySites
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Custom My Sites
Customizing the person.aspx page (Profile)
Customizing the default.aspx page (Newsfeed)
Custom Activity Feeds
Personalization site links
Customization Opportunities
User Profiles
• Configuring User Profile Imports AND Exports
• Adding new User Profile Properties
– Customizing Privacy Policies (who can see what properties)
• Business Connectivity Services
• Configuring Audiences
• Profile Images
Customization Opportunities
Search
• Custom Search Results
– Configurable XSLT to display relevant User Profile Properties
• Custom Search Properties
• Best Bets and Keywords
• Search Refinements
Development Opportunities
SDK Namespaces
• Working with User Profiles
– Microsoft.Office.Server.UserProfiles
• Working with Audiences
– Microsoft.Office.Server.Audience
• Working with Social Data
– Microsoft.Office.Server.SocialData
• Working with Activities
– Microsoft.Office.Server.ActivityFeed
• http://msdn.microsoft.com/en-us/library/ee557271.aspx
Development Opportunities
• Possible Customizations:
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Custom Web Parts that display relevant User Profile Properties
Import additional User Profile Properties
Push / Pull status updates
Mashup skills, people, locations in unique ways (seating charts, maps, etc)
– http://msdn.microsoft.com/en-us/library/ff512773.aspx
• ‘Elle’ Customizations:
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Silverlight User Experience
Business Connectivity Services with CRM
User Profile Properties
Tied to Great Plains accounting system
Development Demo – ‘Elle’
• Silverlight User Experience
• Business Connectivity Services
• InfoPath Forms Services
• User Profile Properties
DEMO
SHAREPOINT ARCHITECTURE
SharePoint 2010 Architecture
Service Application Architecture
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No More Shared Services Provider (SSP)
Service Applications are “A la Cart”
Can have more than just a single service application
Delegated Administration
Service Application Architecture
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Service Applications for Social Networking and Communities
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User Profile Service Application
Search Service Application
Managed Metadata Service Application
Service Application Architecture
User Profile Service Application
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Manage User Profiles
Manage Properties
Manage MySites
Manage Social Data
Service Application Architecture
Search Service Application
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Manage Content Sources
Manage Crawl Schedules
Manage Managed Properties
Manage Scopes
Service Application Architecture
Managed Metadata Service Application
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Manage Term Stores
Manage Key Words
SharePoint 2010 Service Application Architecture
• User Profile Service Application
• Search Service Application
• Managed Metadata Service Application
DEMO
GOVERNANCE
Communities Governance
• Don’t just update SharePoint – keep AD up to date
– Information also available in Outlook / other tools
• Sync with other systems – PeopleSoft, etc…
• Development processes for User Profile/Import Changes
• Database and server topology planning is required
before rolling out company-wide My Site deployments
(100s or 1000s of sites)
• Plan for
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Profile Information
Social Data
User Adoption
Cultural Challenges
Communities Governance
Profile Information
• Profile Property Privacy
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Only Me
My Manager
My Team
My Colleagues
Everyone
• User Profile Change Management
• Import / Export to Active Directory
• Key Stakeholders
– HR, Legal, IT and Business Owners
Communities Governance
Social Data
• Permissions for Tagging – Who can Tag / Bookmark?
• User Profile Service Application administrators
– Social Data CAN be deleted but not approved
• On-boarding / Off-boarding social data
• Define Acceptable Use Policy
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Note Boards
Status Updates
Skills
Etc…
Communities Governance
User Adoption
• Start with a diverse employee advisory committee prior
to deployment
• Find champions of corporate social information
• Seed the social network and Tag corpus
• Connect with HR, Legal, and Executive sponsors to
ensure a smooth deployment
• Agree and Develop the workflow for handling concerns
and escalations
Communities Governance
User Adoption – Post Launch
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Encourage acceptance through viral growth
Train where appropriate
Advertise the social computing roll-out
Encourage and respond to feedback
Sponsorship and approval from management
Incorporate into employee related business processes –
mentoring, skills validation
• Leverage new media
• Integrate social computing capabilities business
processes
Communities Governance
Cultural Challenges
• Fear by management over loss of control
• Fear by employees over loss of personal value
• Confusion over the business impact of new social tools
• Hesitant about change and breaking away from existing
conventions
Technical Planning
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Plan platforms
User Profile service overview
Plan user profiles
Plan policies for user profiles
Plan for profile synchronization
Plan for audiences
Plan for My Site Web sites
Plan for collaboration sites
Plan an Enterprise Wiki
Frequently Asked Questions
Common Questions
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How do you measure “success”
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What is the magic number?
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How often should you roll out new
features?
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How many “experts” should you
enlist?
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What’s the process for how you
make the policy decisions?
Real-world Answers
1. Track monthly metrics: visits to site;
number of content reads; number of
searches; profiles completed; content
added
2. Ultimately everyone should strive for
100% – many factors drive the magic
number including size of company,
geographic dispersion, age, culture,
etc
3. Minimally every quarter during the
first couple of years to adapt and
meet needs
4. Two for every community of practice
created; a steering committee
of 3 to 7 for the overall solution or
target evangelists by geography and
workforce
5. Small steering committee
References
• SharePoint 2010 – Communities
http://sharepoint.microsoft.com/en-us/product/capabilities/communities/Pages/default.aspx
• SharePoint 2010 – Communities White Paper
http://go.microsoft.com/?linkid=9690857
• SharePoint 2010 – Communities Datasheet
http://go.microsoft.com/?linkid=9692052
• SharePoint 2010 – Communities Video
http://go.microsoft.com/?linkid=9692052
• SharePoint Server 2010 Reference: Software
Development Kit
http://www.microsoft.com/downloads/details.aspx?FamilyID=f0c9daf3-4c54-45ed-9bde7b4d83a8f26f&displaylang=en
References
• Blogs
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http://blogs.inetium.com/blogs/bcaauwe
http://blogs.msdn.com/b/sharepoint
• This slideshow!
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http://www.sharepointmn.com
• SharePoint 2010 Features – Communities
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http://sharepoint.microsoft.com/en-us/buy/Pages/EditionsComparison.aspx?Capability=Communities
• User Profile SDK Namespaces
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http://msdn.microsoft.com/en-us/library/ee557271.aspx
• Development Opportunities
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http://msdn.microsoft.com/en-us/library/ff512773.aspx
A key element to your success.