Explore Office Delve for Office 365 from an administrator's point of view and find out how it can become a catalyst for collaboration and efficiency in the cloud. Learn how Delve will help the members of your organization by pushing out relevant information, connecting them to co-workers, helping them share expertise, and helping everyone to work more efficiently as individuals and teams. This course covers how to get Delve in your Office 365 environment and how to make sure you are getting the latest updates first. We'll cover how to control access to Office Graph and how Office Graph gathers and sorts information from SharePoint and other sources, how to introduce Delve to your organization, troubleshooting Delve, how to leverage Delve from SharePoint People Search, and how to add custom properties to the Delve home page.
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Welcome to SharePoint Saturday Houston
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the hall so as not
to disturb others.
• Special thanks to our Diamond Sponsor, HSPUG
Thank you for being a part of the
7th Annual SharePoint Saturday
for the greater Houston area!
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Information
• Speaker presentation slides should be available
from the SPSHOU website within a week or so
• The Houston SharePoint User Group will be
having it’s next meeting Wednesday April 20th.
Please join us at www.h-spug.org
5. Steve Stewart
Accudata Systems, Inc.
7906 North Sam Houston Pkwy W | Suite 300 | Houston, TX 77064
Direct: 281.897.6394 | Fax: 281.897.5001
www.accudatasystems.com
blog.get-spsteve.com
@SharePointFly
sstewart@accudatasystems.com
6.
7. Services Accudata Systems Offers
• Advisory Services
• Data Center
Infrastructure
• Security and Mobility
• Managed Services
• Enterprise Applications
• Network
• Unified
Communications
• Assessment &
Compliance
8. Houston Business Journal
Accudata was at the top of the Houston Business Journal’s annual rankings (Oct. 16,
2015) of the area’s top IT firms for the seventh consecutive year. This year Accudata
Systems ranked:
#1 among Houston’s top computer network and systems integrators
#1 cybersecurity provider
#3 cloud services provider
Here’s the full press release
9. Office Locations
Houston (Corporate Headquarters)
7906 N. Sam Houston Parkway West, Suite
300 Houston, TX 77064
Phone: 281.897.5000
Toll Free: 800.246.4908
Fax: 281.897.5001
Dallas
1649 W. Frankford Road Suite 1060
Carrollton, TX 75007
Phone: 972.428.0700
Toll Free: 800.246.4908
Fax: 972.428.0710
Central Texas
Toll Free: 800.246.4908
10. The World We Live In
We’re all used to searching
for what we need
We might have very “efficient”
ways of doing this
It’s a challenge for most of us
to keep track of our data
13. Data Everywhere!
SharePoint and OneDrive for Business
Metadata
Views
More Folders (let’s be real)
Search
Synced Libraries
Favorites
Web Surfing
Google, Bing
Wiki
Favorites
Bookmarks
Social Media
Yammer
Facebook
Skype
Twitter
Etc.,, etc.., etc.!
14. Delve Brings Your Content to You!
Delivers most relevant content
It helps you find what you need now based
on WHAT you are working on and WHO you
are working with
“Learns” as you and your colleagues work
together
Delve gets more relevant the more you use it
Provides a window into all your “Stuff”
Gets better all the time as more and more is
included in the Delve interface.
19. Built on Office Graph
Content and Signals across O365 help auto-
populate data for your team
Utilizes machine learning to get more relevant
over time
Content comes from different “Edges”
New edges added all the time
If it’s not there now, it may be added soon
20. Where Does Content Come From?
Edges.
Office documents (Word,
PowerPoint, Excel), PDFs,
OneNote sections, content
from SharePoint Sites (for
example tasks and pages),
images (for example jpg and
png files), and more
Documents/content stored on
OneDrive for Business and
SharePoint sites
21. Where Does Content Come From?
Edges.
Email attachments Office Documents that have been
recently shared with you through
email
Only works if you are using O365
email and only shows a selection
of attachments
RMS attachments excluded
Can’t search for attachments or
add them to boards
22. Where Does Content Come From?
Edges
Videos
When uploaded to the Office 365 Video Portal
Links to web pages from Yammer groups
Web page can show up as a content card (FRP only)
23. What do you need to get Delve?
Office 365 Enterprise (E1, E3, E4, E5)
Office 365 Education (E1, E3 and E4)
Office 365 Government (E1, E3 and E4)
Office 365 Business Essentials
Office 365 Business Premium
Hybrid farm
Not available for SharePoint on premise farms or
SharePoint online stand alone farms
24. What do you need to get Delve?
SharePoint Online Service
Assign SharePoint Online license to users
OneDrive for Business
Access to Office Graph
Exchange Online – allows email attachments to show up in
Delve
25. What do you need to get Delve?
Skype for Business – allows users to make Skype
calls directly from Delve
Yammer (FRP only)
Posts to groups and web links show up as content
cards
Post documents from Delve to Yammer
Start and view conversations
26. Browser Support
Internet Explorer
Firefox
Chrome
Safari
Conforms to Office 365 general requirements.
28. Enable Office Graph Access
Delve is an application powered by Office Graph.
If Office Graph access is not allowed then Delve
will not be available to users.
Office Graph access is enabled by default on
new O365 tenants.
29. Enable Office Graph Access
Office Graph access can be enabled or disabled from the Admin
Center.
1. Sign in to Office 365.
2. Go to the Admin Center and then go to SharePoint administration.
3. Choose Settings.
4. Under Office Graph, select one of the following:
Allow access to the Office Graph
Don’t allow access to the Office Graph
34. First Release Program
Receive new features and functionality a minimum of
two weeks before the standard release
Can designate all users or a sub-group for FRP
After activation, it may take several days to build
meaningful Delve profiles. Allow at least a week after
activation for users to have optimum Delve
experience
35. Be first to get new Delve features
Opt in to the First Release Program
1. Sign in to Office 365
2. Go to the Office 365 admin center.
3. Go to Service settings > Updates.
4. Under first release, choose Entire organization or Select
people.
36.
37.
38. Considerations for FRP testing
Understanding changes and new functionality
is essential if you want everyday users to
embrace the technology
Make sure to communicate what is coming in
a non-threating way
Communicate frequently
Lay out a road map of what is on the horizon
39. Announce Delve
Use the Microsoft “Welcome to
Office Delve” template to
announce the new feature to the
entire company or create your
own.
40. Go Mobile
Let everyone know where to get Delve for their iPhone or Android
41. Core Group
Select a core group for FRP testing
Make sure to include non-technical people as well as technical users
42. Eat your own dog
food, right?
Use SharePoint,
OneDrive for Business,
Delve and the other
integrated tools to
communicate issues and
share discoveries
Be ready to pass on
what you learn to the
rest of the team –
communication is
essential.
43. Introducing Delve to your organization
Make sure your users have access to the most important
components!
44. Be the Champion
Talk up Delve every
chance you get
Be at the front of the
fight
Inspire others to follow
you and take up your
banner
45. Helping Users Understand Delve
Provide your people with resources
Use your FRP group as a brain trust.
Blogs
How to
Training
Make it fun, but emphasize value
Encourage colleagues
Get top-level buy in
Use Delve!
46. Feature Availability:
Standard vs. First Release Program
Feature Description Standard FRP
Links to webpages from
Yammer groups
When a link to a webpage is posted in a public group
on Yammer, the webpage can show up as a content
card in Delve.
No Yes
Post to Yammer
By clicking the Yammer icon on a content card, a user
can post a document to a Yammer group and notify
specific people. Users can also add comments or view
existing conversations.
No Yes
Praise
The option to recognize colleagues with Praise on
their Profile in Delve has been removed from First
Release, and is currently not available.
No No
Padlock for private
documents
Your private documents are marked with a padlock
and the text Only you can see this.
No
Gradually
introduced
48. Why You Can Trust Delve
Delve never changes permissions!
Private documents are only viewable by the owner and they are
marked with a padlock
You can check who has access by clicking “Who Can See This”
The owner can always STOP sharing a document
49. Boards
Everyone can see boards
Anyone can add or remove documents from a
board
Documents added to boards can only be seen
by people with permission
50. Views and Modifications
Only you can see the
documents you’ve viewed
Everyone who has permission
to see a document can see if
you have modified it
51. Can I Turn Off Delve???
No, not if your organization has enabled it.
But, you can choose not to share
documents
1. In Delve, got to settings
2. Go to feature settings and select Off for
Documents in Delve
3. Click OK to save.
52. How to Hide Content from Delve
Yes! You can hide content from Delve
Delve observes permissions, but you can
hide documents in addition
Create the column and add it to libraries
where you want to hide content or add
it to a content type
It does not hide documents already
indexed by search until the next crawl
HideFromDelve
Yes/no column
Set default value to
“no”
53. Graph Query Language (GQL)
Graphic Query Language (GQL) is a language under development
Designed to be used with the SharePoint Online Search REST API to pull
information from Microsoft Office Graph
Here’s a great reference page:
https://msdn.microsoft.com/en-us/office/office365/howto/query-Office-graph-using-gql-
with-search-rest-api
54. Office Graph Search
and Query
• Office Graph represents
relationships among enterprise
objects as edges
• Each edge in the Office Graph has
a source node and a target node.
The source node is called the
actor and the target node is
called the object.
• Query the Office Graph using the
SharePoint Search Online REST
API
55. Example of Pulling Info Using REST and
GQL
https://MOD193652.sharepoint.com/_api/search/query?Querytext='*'&Prope
rties='GraphQuery:ACTOR(ME)‘
56. Troubleshooting Delve
Issue What to do
Incorrect colleagues in Delve • Make sure Azure AD or on premise AD is in sync
• In academic organizations users must log in at
least once
Users don’t see their picture They must add a picture to profile
Users still see documents from users who have turned
off document sharing in Delve
Shared documents are still visible if user has
permission. It will also show in search
No picture shows in content card Delve pulls the picture from the document, if there is
not a picture, it will show text
57. Troubleshooting Delve
Issue What to do
Little or no content in Delve • Users must store content where Delve can find it.
• Users must actively work with documents and users
• Make sure document sharing is not turned off
Cannot find specific item in Delve • Make sure that the content type is supported.,
Delve currently supports PDF, Word, Excel and
PowerPoint, and videos that have been uploaded
to Office 365 Video.
• It can take up to 24 hours for new documents to
show up in Delve.
HideFromDelve is not working • Wait for next search crawl
• Request re-indexing of library
58. Stay Here to Learn More
Microsoft Graph Deep-Dive
Level 300
Sebastien Levart
There are many, many sources for the data we use and there are many people we work with each day. Just think of how you work now and ask yourself: How do I keep track of it all? There is so much clutter, so many options, so many possibilities. I live in a world full of signals and world full of borders (edges) that touch each other, but I’m not sure how to make sense of it all.
We need to get comfortable with storing our content in Office 365 in SharePoint and OneDrive for Business.
You’ve probably run into users who have several gigabytes in their mailbox.
These aren’t all edges in Delve, but over time we will see more and more brought into the fold.
The more you and the people you work with use Delve by viewing, sharing, editing each other’s content, the better Delve gets. DELVE STANDS SEARCH ON ITS HEAD!
It’s the glue that holds O365 together.
Delve is available through these areas.
Start the Delve Demo recording
Introducing Delve and Office Graph
To catch up quickly on projects, Katie Jordan logs into Delve and browses to her home view.
Delve is built on a machine learning technology called Office Graph, which maps relationships between people and content across Office 365. Delve presents personalized content based on those relationships.
In her Delve Home view, Katie sees content that her colleagues shared with her. Delve honors security, so Katie sees only what she has permissions to access.
The People section lists co-workers with whom Katie has recently interacted.
Delve displays content from multiple sources when Katie and her colleagues work with the documents. Content cards display metadata based on those interactions.
Content sources include emails, videos, and office documents.
Katie can discover who else can view and interact with her on this content.
Online interaction with documents allows Katie to edit, share and interact with colleagues.
On the Me activity page, Katie sees items she recently contributed.
Katie can mark content cards as Favorites, allowing her to access them quickly later.
Katie can also Filter content by document type, such as spreadsheets only.
Boards
Boards help Katie organize content, and are open to everyone in the organization. Security still applies. If a board has content for which Katie does not have permission, the content card won’t appear.
Katie can quickly add content to Boards. She just clicks the add button and selects an existing board, or creates a new board.
Likewise, it is easy to remove a document from a board.
Search
Delve lets Katie find any content, regardless of author, file type, or location. As long as Katie has permission to view the documents, Delve can discover and present them quickly.
An initial search on Denver returns a number of hits.
Adding another term (marketing), Katie quickly finds the PowerPoint deck last modified by co-worker Robin Counts.
Profile of others
Katie can navigate to a person’s Delve page from a content card. From that person’s Delve page, Katie can view their Activity and Profile.
Robin’s profile page contains her contact information and an About me section with Projects, Skills, interests, and more. Katie also sees an organization chart displaying Robin’s manager and department.
NOTE: Robin’s Delve page appears with her Activity page displayed.
Profile
Katie has a profile page that she is able to edit.
She can decide what information is viewable to everyone, or just to herself.
Blogs
With Delve, everyone has a personal blog, providing a rich authoring canvas for individuals to share ideas and thoughts with colleagues.
Start the Delve Analytics Video
Delve Analytics Video (2:55)
Delve pulls in content from a variety of sources such as Office documents stored in OneDrive for Business and on SharePoint team sites.
Email attachments – Office documents: but only works with O365 attachments. Attachments protected by RMS (Rights Management Service) are excluded. Attachments do not currently appear in search nor can they be added to boards.
Also included are Videos upload to the O365 video portal and links to web pages added through Yammer Groups (if you are in the First Release Program)
You have to have the right subscription to use Delve. However, Delve is available with most packages. Delve Analytics is currently only available through Enterprise – E5 but can be purchased as an add on for other enterprise packs. Microsoft is bring more plans into the fold all the time.
Delve will not be available for on premise SharePoint 2016 farms.
You need to enable services and features used by Delve.
Yammer functionality only applies to those enrolled in the First Release Program
Yammer functionality only applies to those enrolled in the First Release Program
Show how to enable Office Graph
Next slide shows how to enable Office Graph
New features are great if you’re in IT or a Power User, but many everyday users will find constant change daunting and this can hurt adoption.
Next slide shows how to enable First Release Program.
Communicate to your organization what is coming and don’t be afraid to say the same thing several times. You want to create excitement while simultaneously allaying fears of upcoming changes.
When you finally release Delve to the general population make sure to let everyone know how to get mobile apps. And, yes, it’s true, Microsoft has not released Delve for the Windows phone.
It’s best to test new functionality with a core group of users who are willing to provide feedback. In Office 365, you don’t really have control over when new functionality or features roll out. Therefore, it’s essential to be prepared and understand changes before your general user population.
Try to keep the same core group of people involved in the testing/early adoption.
Make sure to include non-IT – get enthusiastic people from a variety of departments/roles
Use the tools we have at our disposal – keep this discussion out of email whenever possible
SHARE what you learn. Become a champion/evangelist
Address concerns
Provide tips
Create a Board
Make sure to use the tools you are testing to communicate with each other.
Create boards and store your documents appropriately.
Use the profile page to communicate with your team members.
SharePoint Online and OneDrive for Business are the primary sources of content for Delve. If you don’t have these features turned on, then Delve doesn’t really make sense.
It’s impossible to under emphasize how important it is to lead your organization in the adoption of this technology. You are going to experience difficulties, but it’s your job to always emphasize the positive and minimize the negatives.
While Delve may be really cool technology. It’s not going to necessarily build itself. You have to build a culture that embraces Delve.
Full adoption may take time.
The roadmap for Delve is constantly evolving. For a comprehensive look of what has been released, what has been canceled and what is planned, visit the Office 365 Road Map http://fasttrack.microsoft.com/roadmap (next slide)
The roadmap for Delve is constantly evolving. For a comprehensive look of what has been released, what has been canceled and what is planned, visit the Office 365 Road Map http://fasttrack.microsoft.com/roadmap (next slide)
If it isn’t enough that Delve observes permissions like all other content in SharePoint. You can explicitly hide content from Delve by creating a HideFromDelve column. You might want to do this, for example, because a particular group of users works with invoices all day, but sharing the content of these invoices is not really relevant or productive. Or, it might be because the CEO doesn’t quite believe highly sensitive information won’t appear in Delve.
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