What’s Your Social IQ?Succeeding with SharePoint Social

SPTechCon San Francisco 2013Chris McNulty

25 yearsSince 1987, Quest has offered a broad and deep selection of products that target common IT challenges

3,900Quest employees develop solutions in over sixty offices throughout the world

18%Quest has driven innovation by regularly investing 18% or more in R&D

30Over thirty acquisitions have strengthened our product portfolio

100kQuest products provide over 100,000 customers with IT solutions every day

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Dell Software | SharePoint

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12 years in SharePoint, 20+ in IT

Meet Chris McNulty @cmcnulty2000

10 years at Boston College & Fairfield University

21 years in Milton Massachusetts

3 children (Devin Nate Rachel) and my wife Hayley

<Insert Head Shot>

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Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)

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Microsoft SharePoint Server 2013 … the infinite frontier

Eastern Long Island, August 2012

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Key Topics

What is SharePoint social, and why use it

Measuring social activity using BI

How to establish social (2010 & 2013)

Measuring social maturity

Third party vendors overview

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Presentation Governance

• Out Of Scope– Quest / Dell– Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)– BI Installation and Configuration

• Rules – Questions – time permitting during session– Any time after session – email etc. - @cmcnulty2000– Slides posted to www.sharepointforall.com http://bit.ly/WSFXPO

• Prerequisites– Comfortable with SQL– Can write T-SQL– SharePoint Customization Expertise

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What is enterprise social, and why

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3. Social

• Personal social site not just for quick status updates

• Easily post links, docs, video, pictures and pictures

• Share “in place” instead of moving

• Follow people, conversations, tags – and documents

• Yammer not yet integrated.

Collaborate directly in the social interface

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4. Community

• Combines social features of a My Site with those of a Team Site

• Rich way to add discussion areas, post questions, rate results

• Use a badging system to spotlight top contributors and performers automatically.

• Simple to dynamically assemble a custom pool of users for any community at all.

Between team site and my site…”our site”

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5. Newsfeeds – everywhere!•

• Its more than RSS…

• Every site can have an (optional) custom community social stream.

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• Every microblog update can now include:– #tags (dynamically pulled from

or added to MMS)– @targets (default pulls from your

social colleagues list but you can post the updates to any SharePoint user)

6. Learning from Twitter

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• Cons– Change management– Immature governance– Vastly complex IA– Security model grows

exponentially with diverse sharing

• Pros– “The way we live now”– Matches consumer

communication style– Accelerates information

discovery – the searches you don’t need to run

– It is collaboration– Staff retention

Why social?

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Demo – SharePoint 2013 Social and Communities

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How to establish – culture and technology

Engineering Training

Management

Adoption

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Social engineering

SharePoint SocialUser

Profile Service

Search Office Web Apps

Distributed Cache

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User Profile Service

• My Sites – Don't trust the white wizard!– IT STILL CREATES BAD GUIDs – Puts My Sites in the same Web Application

• Dedicate a web application and content database

• Configure search center!

• Configure profile import– Provision against AD, ideally

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Search

• Defaults are OK

• Create an Enterprise Search Center http://site/search

• Will use in My Sites Setup

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• On SharePoint– New-SPWOPIBinding -ServerName

<WacServerName> -AllowHTTP

• Set zone to regular http– Set-SPWopiZone –zone “internal-

http”

• Troubleshooting:– No system account usage!– Configure system to allow OAuth

over http– $config = (Get-

SPSecurityTokenServiceConfig)– $config.AllowOAuthOverHttp =

$true– $config.Update()

• Off-server installation

• Prerequisites– .NET Framework 4.5/ASP.NET 4.5– Ink and Handwriting– Windows Authentication, NET Extensibility

4.5– ISAPI Extension, ISAPI Filters– Server Side Includes

• Default installation (DNS, https)

• PowerShell– Import-Module OfficeWebApps– New-OfficeWebAppsFarm –InternalURL

http://SP2013Demo-WAC –ExternalURL http:// SP2013Demo-WAC.spdemo.corp –AllowHttp –EditingEnabled –ClipArtEnabled

• Test - http://servername/hosting/discovery

Office Web Apps Server

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Distributed Cache

• Automatically installed and uses 10% default RAM in the pool

• Size of cache affects speed and size of recent newsfeeds

• Bad - Services MMC or Windows Server AppFabric

• Good - Central Administration or PowerShell commands.

• Decommission gracefully

• User fixed memory on VM’s, not dynamic!

• In a cache cluster, all same, minimum 8GB, max 16GB, maximum 16 hosts

• Keep usage to 70% available cache memory

• Keep an eye on Central Administration and Health Analyzer Reports.

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Social management and administration

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Social Administration – Tags, Notes, Following

• Social tagging administered from UPS SSA

• Following is throttled but not directly administered

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Social Administration - Quotas

• Check quotas based on errors, usage patterns

• Default is 100MB

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Social Administration – Promoted Sites (UPS SSA)

• This:

• Comes from:

SharePoint

DemoPervasive newsfeedsUPS Administration

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Social Governance and Adoption

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Social governance and training• Governance

– “…the set of policies, roles, responsibilities, and processes that guide, direct, and control how an organization's business divisions and IT teams cooperate to achieve business goals.” -TechNet

– Highlights:– People and process– Guide and control– Business/IT cooperation– Business goals

• Visibility and self-governance

• Share behavior with training, examples, policy– My files go where?– 2010: Share by moving– 2013: Share by sharing

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• SkyDrive Pro (labeled as ‘SkyDrive’)– User personal file storage on

SharePoint 2013 OR Office 365

• SkyDrive– Free Microsoft file storage in

cloud

• SkyDrive Pro– Offline clients sync from Office

2013, Windows 8, iOS coming early 2013 (SPC12, ZDNet)

User training : SkyDrive and SkyDrive Pro

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Social adoption – technical architecture

• Implement User Profiles!

• Let loose community sites – lean governance

• Enable pervasive newsfeeds

• Big quotas for social (100MB default is awfully low)

• Managed metadata – we follow sites, people, documents, conversations and terms – pay attention

• Use followed sites and suggestions

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Social adoption – know the culture

• Choose initial usage pools with greater than 50% likelihood of penetration– High interactivity– “Geo-chrono” dispersed– Tech friendly

• Information architecture – social becomes a secondary structure

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Social adoption – work management

• Tasks and WMS only help when you have task sources – like Project Server or the Tasks app (off by default) – but if so they’re a great app

• Integrates local, project, site tasks with conversation followup […]

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SharePoint Maturity:spmaturity.com@sadalit© 2010-2013 Sadalit Van Buren

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What is it

• The SharePoint Maturity Model was developed in the Fall of 2010 for the purpose of bringing a holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.

• The benefits of the Model are:  – It gives you a holistic understanding of your SharePoint implementation’s

current state, and lets you define a benchmark for future improvement– It helps you define your strategic roadmap.– Participaltino expands group data

• Does NOT cover:– Public-facing websites– Compliance and regulatory issues– Visual design and branding– Cloud / online versions of SharePoint

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• Integration

• Insight

• Infrastructure

• Staffing & Training

• Customizations

• Publication

• Collaboration

• Business Process

• Search

• People & Communities

• Composites & Applications

What it covers

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Levels defined

500 Optimizing•The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics. ROI is demonstrable.

400 Predictable•The particular area is centrally supported, standardized, and implemented across the entire organization. Governance is defined and understood / followed.

300 Defined•The way the particular area is implemented is defined and/or standardized, but not in use across the entire organization. Governance is defined but may not be widely understood / followed. ROI is considered.

200 Managed•The particular area is managed by a central group (often IT), but the focus and definition varies by functional area, or is limited to a single area.

100 Initial•The starting point of SharePoint use.

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Social/Communities (SPMaturity.com)

500 Optimizing•Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities extend to external participants.

•Forms connect with LOB data. New capabilities & requirements are surfaced & integrated into downstream capabilities.•External data (partner/supplier or industry) is integrated with SP.•Analytics and trending are employed.400 Predictable•Profile fields may integrate with LOB data. MySites are centralized (only one instance per user). Communities flourish under governance.• InfoPath forms improve the user experience. Mobile functionality is supported.•Most of the systems that are desired to be integrated, are integrated. A data warehouse may be integrated with SP.• Items are actionable.

300 Defined•Custom profile fields reflect company culture; photos are updated from central source.•MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.•Most critical business forms are online; some involve automated workflows.•Multiple systems are integrated with SP.•Reports allow drill-down and charting.

200 Managed•MySites rolled out to pilot groups or users. Out-of-box profiles implemented. Community spaces may be piloted.• Increasing use of SP lists to replace Excel spreadsheets and paper forms. Applications are opened up to a larger group of users.•A single system is integrated with SP (Line-of-business, document management, etc.).•Reports are aggregated through customization.

100 Initial•Basic profile data imported from AD or other source. MySites host not created.

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Maturity averages

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Comparisons

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Social ISVs

• Colligo

• NewsGator

• Neudesic Pulse

• Dell Social Hub

• Yammer

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• Microsoft owned

• Integrates directly into Office 365

• SharePoint to come

• Multiple clients (iOS, mobile, web, SP) and apps

• Cloud based – integrates to SkyDrive Pro

Yammer

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• Social Sites (general) and Tomoye (public sector)

• Enhanced community collaboration on SharePoint 2007, 2010, 2013

• High capacity, multiple clients

• Complex

• Moving away from SharePoint as required technology

NewsGator

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• Grew from real world enhancements and integration

• Integrates to SharePoint full screen or web part), Dynamics

• Hosted or on-premises model

• Groups, newsfeeds, microblogs

Neudesic Pulse

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• Free SharePoint 2013/Office 365 app in the Microsoft App Store

• Adds Facebook, Twitter, LinkedIn and RSS social feeds to SharePoint

• Improves “single pane of glass” story for adoption

• Free

Dell Social Hub

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• Extend SharePoint content into Outlook (Harmon.ie)

• Extend content to desktop/offline/iOS/Outlook

• Interact from a different social context

Colligo

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Thank you!

– Questions– Contact

– Email chris_mcnulty@dell.com – Blog http://www.chrismcnulty.net/blog

– Also http://www.sharepointforall.com – Twitter: @cmcnulty2000

– Upcoming:– ICC Heartland Conf, SP Evolutions,

DCSPUG, SPUGME, ShareFest Denver

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While you're in the Bay Area…

• Monday 4:00pm - SharePoint SpeedMetal Admin 101

• Monday 5:30pm – Lightning Talks

• Tuesday 2:00pm – Social 101 and SharePoint

• Tuesday 6:00pm – Book Signing, Dell, SharePoint 2013 Consultant’s Handbook (Advance Edition)

• Wednesday 1:15pm – SharePoint Experts Meetup (Managed Metadata)

• Wednesday 3:45pm – I Have Excel, I Need PerformancePoint, but I Don’t Know Analysis Services!

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More information

• SharePoint architecture design patterns in Chris’ e-book entitled SharePoint 2010 Consultant’s Handbook – A Practical Field Guide

– Get your free copy here http://www.quest.com/get-chris-book

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