Slides from my session @ SharePoint Saturday Ottawa - 2012

1. “My SharePoint is a production
December 1st, 2012 platform! Not Facebook!”
how to use SharePoint 2013 social features to create
user centric systems
#spsottawa #R119-4
Nicolas Georgeault
SharePoint Senior Architect
PCG Canada
@ngeorgeault

2. Thank you to all of our Sponsors!!

3. Spread the word!!

4. Who am I?
Nicolas Georgeault
• SharePoint Senior Architect @
Public Consulting Group Canada
• SharePoint Server MVP
• Consultant & Speaker
– ngeorgeault@club-sharepoint.fr
– http://ngeorgeault.club-sharepoint.fr
– http://www.facebook.com/nicolas.georgeault
– http://ca.linkedin.com/in/nicolasgeorgeault/
– @ngeorgeault
• 1rst year in Canada
• Mojitos and Horse-Ball addict :P (www.fihb-horseball.org)

5. Sorry about…
My weird accent…
but…
I’m french…

6. Agenda
• Social??
• User Centric?
• What’s new?
• Planning
• Education features
• Search
• Anything to recommend?
• Questions

7. SOCIAL??

8. What is “social”?

9. Professional Use of Social Media
Percent of Respondents
0% 10% 20% 30% 40% 50% 60%
Marketing 57%
Internal collaboration and learning 39%
Customer service and support 29%
Sales 25%
Human Resources 21%
Strategy 16%
Product Development 14%
Other 31%
Source: survey by Mzinga and Babson Executive Education.

10. Social Networking pillars?
1 - Identity
• link people sharing
2 - Relations
personal interests or
3 – User Experience similar professionals.
4 - Share
• Bring to share content and
5 - Discover to enrich the collective
6 - Presence
knowledge.
7 - Exchange • Knowledge organization
8 - Reputation and management

11. Social Networking pillars?
1 - Identity User Profiles
2 - Relations Following
3 – User Experience Personalization
4 - Share Communities
5 - Discover Search and tagging
6 - Presence Instance Messaging
7 - Exchange NewsFeed
8 - Reputation Notations, evaluation

12. My Sites in 2010

13. USER CENTRIC?

14. It’s not only Identity

15. My site page
• 1rst page for the user
• Content aggregation
• Task management
• Needed corporate tools
• Knowledge capitalization
Continuous Crawl

16. WHAT’S NEW?

17. Personal Sites- The landing page

18. Personal Sites- What others see?

19. SkyDrive Pro
• One place to create,
share, collaborate and
follow important
documents
• It is “the” document
library for private
documents and
documents shared
with others
• It is a set of views that
show content and
whom has access:
• All: provides an
overall view of
documents in the
My Documents

20. Offline Libraries: SkyDrive Pro
• Provides quick and easy access to Document Libraries in the familiar
Windows Explorer experience
– Works for any SharePoint 2013 Document Libraries.
• Makes your documents accessible online, offline or in-between and your
changes are automatically synced
– Syncs libraries across multiple devices
• Fully integrated with Office Document Center: every file that gets
uploaded through SKyDrive Pro is shredded
• Replaces SharePoint Workspaces

21. My Tasks
Personal Timeline
Editable and automatically color
coded by project
Important tasks
Tasks you’ve marked as top of
mind. These automatically fade
out to keep your list from getting
out of hand
Upcoming tasks
Tasks due recently or in the near
future.

22. Newsfeed in Team Sites
• Team Sites have the site feed feature enabled during provisioning
– Provides a Site Feed page in the site that shows microblogging posts
related to that site
– It also provisions a Microfeed list within the site and the Newsfeed
web part
– Can also be activated on other sites

23. Communities

24. DEMO

25. PLANNING

26. Identity
• Where is your people data stored?
• Is the people data fresh?
• How will you import the data?

27. Profile Sync Performance
Improvements

28. Profile Sync Performance
Improvements
• Performance improvement goals are to reduce full
import time from 2 weeks down to 60 hours for very
large directories (i.e. 200K users, 600K groups)
• Recent anecdotal evidence: 300K users, less than 7 hours for full
import
• Some of those improvements included:
• Adding indexes to certain user properties that eliminated full table
scans
• Importing data from BDC in batches rather than one by one
• Removing unused provisioning steps
• Cleaning up unused historical data
• Move resolution of some objects out of SharePoint and into the sync
system

29. New properties
• 68 properties in 2010
• 93 properties in 2013

30. • Moved
– Social data moved to My Sites
– Social feeds come from content database
– Social features more scalable than SharePoint
2010
• Removed
– Eliminated the social database bottleneck

31. Synchronization “modes”
Lightweight LDAP Forefront Identity User Profiles Web
approach internal to Manager Services and Object
SharePoint Model
a.k.a Direct AD Import

32. New Profile Synchronization Option
• Active Directory Direct Import
– Active Directory forest with multiple domains, one
connection per domain
– Selection of OUs from which to import
– Import User and Group objects
– Simple text-filters written in LDAP syntax
– Full and incremental import
– You can switch back between FIM and AD Direct

33. DEMO

34. ADImport Limitations
• We do not process links across forests via the AD
contact object
• Mapping multi value to single value or vice versa is not
supported
• Mapping to system SharePoint properties (those that
begin with SPS-…) is not supported
• Mapping two different AD attributes to the same
SharePoint property is not supported
• It does not support importing additional user properties
from BDC!

35. Social Feature Architecture
• Likes, Posts, Replies,
@mentions
• Birthdays
• Community Posts
Personal Sites

36. Social Feature Architecture
User Profile Service
Social DB Content DB
Profile DB (per-service) (per-
service) (site collection(per-user)
Content DBs per-user)
People and User Site and Personal
tag profile Social tags Feed posts document storage
following properties following space

37. Distributed Cache
• Dedicated vs. Collocated Mode
• Feed cache vs. Last Modified Time Cache
– recent conversations and activities of entities
– maintains the last modified time for all items in the Feed Cache.
• Installation should be done by Prerequisite installer
• 10 Percent of Total Physical Memory (doesn’t recalculate)
– Set-CacheHostConfig cmdlet
– Why is the number divided by 2?
• No greater than 16GB
• Why stop it?
– Installation reconfiguration
– Updating Server and only one cache box?

38. Distributed Cache
• Collocated Mode Services that should not be
running
– SQL Server 2008 or SQL Server 2012
– Search service
– Excel Services in SharePoint
– Project Server services
• Do not use Dynamic Memory when running
Virtual!!
• Can skip it with PowerShell during deployment
– skipRegisterAsDistributedCachehost

39. Distributed Cache
• What happens when you stop it?
– Tags and Documents are only saved to Feed Cache.
– Repopulation Timer Jobs, how often do they run?
• Load last modified time information for recent conversations and activities.
• Load recent conversations and activities.
• Feed Cache Repopulation Job timer job runs every 5 Minutes
• Run the Jobs first but if force is necessary
– Update-SPRepopulateMicroblogLMTCache. This cmdlet must be run
first.
– Update-SPRepopulateMicroblogFeedCache.
• Graceful Shutdown (Takes up to 15 Minutes)
– Stop-SPDistributedCacheServiceInstanceGracefullyOnLocalServer
– Remove-SPDistributedCacheServiceInstanceOnLocalServer

40. Public Page, Personal Site, Social Features
• SP2013 social features mostly rely on data on the person’s personal site and in the
Distributed Cache
• Two lists provide social features: Microfeed and Social List
• My Documents (SkyDrive Pro)
• Profile Database is still used for following peoples and tags as it was in 2010
Personal Site
Microfeed Social My Documents
Private Public Sites Docs MFs
Social Profile
DB DB

41. Site Feeds
• My Site web app and Team Sites Web App
– Same App Account
– Same Farm
• Following Content Feature for Site Feeds
– Stop following and re-follow post upgrade
• Notifications require Outgoing Email
Configuration

42. Topology Considerations
• A single User Profile Application provides the best Social experience
– Multiple User Profile Applications may cause delays in notifications
• Think about Muti-Tenancy instead of multiple User Profile
Application
• Community sites need to live in the same farm where My Site Host
and Personal Sites are provisioned
– They can live in different web applications
• If in different farms, community notifications in the Newsfeed will
not happen

43. 2010 Newsfeeds
• 2010 Newsfeeds are deprecated
• Can be made available by … during upgrade?
• Not migrated to the new format

44. Outlook Social Connector
• Connects to the My Site
• Implications on performance

45. Search and Security Trimming
• Conversations are Public and show up in
Search Results
• Site Feeds can be used and follow team site
permissions
• Incremental Crawl frequency impacts
conversations in results.

46. Activities Integration
• Enable activities in My Site newsfeed flag
– Enables activity gatherer (timer job) that consolidates following activities for followed people:
• Status Message (About me)
• Note Board post
• Tagging content (tagging posts is real-time)
• Job title change
• Workplace anniversary
• Now following person
• Birthday
– Activities above get consolidated and written in the Microfeed list
– Activities provided by custom 2010 gatherers is still written in the SocialDB / ConsolidatedFeeds Table
• “Enable SharePoint 2010 Activity Migration” option, makes those “custom” activities to show up in Microfeed
List too
• potentially impacts performances because it forces Newsfeed WP to query SocialDB / ConsolidatedFeeds Table
EVERY REFRESH

47. Permission Management (Central
Administration)
• Permissions to create Personal Sites
• No Permission to create Personal Sites will have a ‘profile
only’ experience.
– They CAN:
• Visit and edit their profile, and enter any information about themselves that they want, including
adding a photo.
• Follow people, and through their People page can see and reply to the latest Microblog posts *
• Visit other people’s profiles
• Have people @mention them (which will result in them getting an email).
– They CANNOT:
• Create any root Microblog Posts
• View Microblog posts of people they following in the consolidated feeds web part
– they will be redirected from the Newsfeed page to their Profile page
• Follow content
• Follow tags*
• Aggregate tasks
• Upload documents (or do any Personal Site activities)
• @mention somebody

48. Privacy Settings
• Central Administration in the User Profile Service Application
• Administrators govern profile information
– Users 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”

49. Privacy Settings
• Admins can also enable a “default“ privacy setting to make people
following information and activities public.
• When enabled this blocks administrators in CA to control privacy
settings of newsfeed activities in policies
– Message informs that policy control is override
• If unchecked there are basically no system activities in Microfeed.

50. Privacy Notification

51. EDUCATION (HIDDEN?)FEATURES

52. What is it??
• Set of site Templates to build a Learning
Management System
• Not only for schools
• Multi-tenant aware
• Need a Full AD sync (FIM) to work
• Ready to build your own Khan Academy?
• Just try ‘Install-SPEduSite’ powershell command

53. SEARCH

54. Content Social Search

55. Person Social Search

56. DEVICES AND SERVICES

57. SHAREPOINT NEWSFEED
APPS
WINDOWS 8, WINDOWS PHONE AND IOS

58. SharePoint Newsfeed apps
“enables you to interact with your organization’s
SharePoint social network.”
• Helps you keep up with important
discussions from anywhere
• Easily navigate between the newsfeeds
that are important to you
• Capture and share information that can
be relevant to a number of your peers
• You can easily get to everything you are
following

59. WINDOWS 8

60. Everyone
Everyone
Following
Marketing team
SF-based employees
Road warriors
Food and Wine
SharePoint

61. SharePoint

62. WINDOWS PHONE

63. Easy swipe for your content
• “me” pivot shows you all your following content
• Several filters for your newsfeeds: following, company,
@mention, activities
• Read and “like” your colleagues’ posts
• Quick jump to your SkyDrive Pro

64. IPHONE AND IPAD

65. Get to the content you are following
• Pivoted views of the newsfeed: Following, Everyone, Mentions and Activities
• Auto-completion for #tags and @mentions in a post or a reply
• See the list of people you are following and the ones following you
• Stop and start following someone directly from the app
• Upload pictures

66. aka.ms/spwp
aka.ms/SharePointMobile

67. YAMMER

68. External service currently
But…

69. Here is the Roadmap

70. TAKEAWAYS

71. 10 Essentials for Social Initiatives
• Invest time, resources, and money
• Get champions
• Adoption strategies
• Pay attention to the usefulness, usability, and design of your
solution
• Compatibility
• Start gradually
• Promote and animate
• Improve periodically on end user feedback
• Manage expectations and give visibility
• Train people

72. 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

73. Recommendations for IT
• Phased approach – don’t overwhelm
the users
• Implement improvements/new
features regularly
• Organize incentive operations
• Animate the network
• Make governance policies
easy to find
• Organize Change management and support

74. What to Measure?
• Number of connections per user
• Cross posting of blogs, subscriptions to RSS and other
feeds
• Average number of participants with Wikis
• Effective use on major projects
• Reduction in e-mail traffic and Exchange databases size
• Range of adoption (departments, topics)
• Does a new policy or idea get adopted easier.
Can you track the spread?
• Search metrics: fewer similar queries=right information
faster

75. Any Questions?
ngeorgeault@club-sharepoint.fr @ngeorgeault

76. THANKS FOR YOUR ATTENTION

77. Remember to fill out your evaluation forms to win some great prizes!
&
Join us for SharePint today!
Date & Time: Dec 1st, 2012 @6:00 pm
Location: Pub Italia
Address: 434 ½ Preston Street
Parking: On street with meters $
Site: http://www.pubitalia.ca/