SP 2010 Social Computing Getting the Most Value from your User Profiles & My Sites Implementation Administration – L

1. Welcome to SharePoint Saturday – Washington DC SP 2010 Social ComputingGetting the Most Value from yourUser Profiles & My Sites ImplementationAdministration – Level 200 Presented by:Jaime VelezMicrosoft Corp.

2. Who is this guy? • Microsoft Services Consultant – East Region • Working w. SharePoint since 2003 • Microsoft Certified Technology Specialist • I’m guilty of not sharing with the community  • Look for future Blogs… maybe I’ll start twittering too!

3. Session Goals • Overview of new SP Communities Features • Explain new Services Architecture in SP2010 • Deep Dive into User Profiles & My Sites • Deployment and Planning Tips • Articulate Business Value for Communities • To learn something new about SP today. 

4. Agenda • Communities + Demo • Services Architecture • User Profiles & My Sites • Deployment & Administration Demo • Planning & Design Considerations • Business Value + Demo • Q&A

5. Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and the Web Sites Deliver the Best Productivity Experience Composites Communities Cut Costs with a Unified Infrastructure Insights Content Rapidly Respond to Business Needs Search

6. Evolution of Social Computing in SP 2001 Team Sites / Workspaces Discussions Team Calendars Alerts Search Metadata Routing / Workflow 2003 My Sites Shared Calendars Search Alerts Presence awareness Email archiving to PF Discussions Enhanced workspaces 2007 Blogs Wikis My Sites Team Sites Outlook integrated Drag & drop calendars RSS Search Mobile accessible Email archiving Business Sourced Public Profiles People Search Light workflow 2010 Ratings Managed Metadata Service Advanced routing (based on metadata) Multi Import Sourced Profiles Status updates Activity feeds Knowledge mining Bookmarks Feedback/rating Note board (Wall) Tag clouds Social tagging Enterprise tagging Enhanced Wikis Share & Track tab Individual and team blogs People and social search Discussions Offline Workspace Enhanced presence Rich Mobile views 2003 2006

7. Tagging • Content tagging lets users share and discover valuable information across teams, departments, and organizations Subscriptions to tags enable users to receive updates on content, people, projects, and much more directly within their My Site

8. Activity feeds

9. My Sites • SharePoint 2010 My Sites allow users to share information and expertise across organizations and give users a single point of access to the tools they use most

10. People and Expertise Finding • Expertise Analysis • Keywords from Sent Emails • Social Tags for the person • Tags used by a person • Expertise Opt-in • Track as Interests • Ask Me About • Privacy policy at Enterprise and End-user level • Expertise Search • High relevance score for “Ask me about” • Keyword related documents

11. DEMO

12. Agenda • Communities + Demo • Services Architecture • User Profiles & My Sites • Deployment & Administration Demo • Planning & Design Considerations • Business Value + Demo • Q&A

13. Shared Services Architecture

14. SharePoint 2010 SharePoint Server SharePoint Service Applications PowerPoint Broadcast Service Search Excel Calc Service PerformancePoint User Profiles Visio Graphics Service Business Data Connectivity Access Service Web Analytics Managed Metadata Word Conversion Service 3rd party services… SharePoint Foundation Sandboxed Code Service Usage & Health Logging Config Content Workflow

15. MOSS 2007 Recap • My Sites & User Profiles were part of SSP • SSP was all or nothing • Single DB for Profiles + InfoPath + Excel, etc. • Parent-Child relationships for multiple SSPs • SSP is dead! Did you take care of that thing?

16. SQL Databases

17. New Service App Model SSP UserProfiles Excel Calc UserProfiles Search Search WAC BDC Excel Calc BDC Visio 3rd party Service http://itweb/ http://hrweb/ http://itweb/ http://hrweb/ Corp Farm Corp Farm SharePoint 2007 Model SharePoint 2010 Model

18. Agenda • Communities + Demo • Services Architecture • User Profiles & My Sites • Deployment & Administration Demo • Planning & Design Considerations • Business Value + Demo • Q&A

19. User Profile

20. Profile Store Architecture User Profile Service Related Services Social Data Profiles Sync Search Indexing Tags and Security Trimming Web Front End Enterprise Metadata Tagging and Profile Properties Profile Synchronization Service Instance Profile Service Instance WFE talks to the service and SQL, maintains Front-end cache Mid-tier cache, optimized for most-used profiles, 256 Mb default (good for 500k users on average)

21. Profile Store Architecture User Profile DB • Profile and Activity Feed Social Data DB • Tags, Keywords, Comments, Bookmark, Ratings • Mainly stores GUID (to the taxonomy term) or the note or rating Sync DB • Staging sync data for AD, LDAP, BCS

22. Profile Synchronization Tips • User Profile Synchronization is a service, like any other and needs to be explicitly started • Directory Permissions • Need “Replicating directory changes” rights for the AD credentials to read the changelog and perform incremental sync • Optional: need “Create All Child Objects” permissions for export to Directory • Write down the Connection plan • Connections, filters, property mappings (import/export, pictures) • 2010 has strongly-typed property mapping (e.g. no string to int cast!) • Fewer connections the better, recommend single connection for a forest

23. Profile Synchronization Tips • Get started with the Users-only option for the first full sync, run incremental with users and groups • After first full sync, run incremental not full • LDAP and BCS - users only (no groups) • BCS • No export, no new records (rows) • Check your BCS models using the new external lists • Prescriptive guidance whitepaper for RTM

24. What About My Sites • Are User Profiles My Sites? • Can you have User Profiles without My Sites?

25. My Site Components My Network My Profile My Content My <foo> Pages My Site My Site MySite Host My Site Site Collections My web application Web App EMM UPA Search Service Application Proxies

26. My Site architecture Same root site collection for each user to provide generic functionalities http://my/Personal/userid http://my Each user will have own personal site by default for images, documents and other files

27. My site page structure Editable page Public site _layouts - pages Personal site

28. Agenda • Communities + Demo • Services Architecture • User Profiles & My Sites • Deployment & Administration Demo • Planning & Design Considerations • Business Value + Demo • Q&A Woo hoo!!!

29. User Profile Service Application

30. DEMO

31. UPA Provisioning Demo • Show how to provision a new UPA • Use Service account / explain permissions • Explain management delegation

32. Agenda • Communities + Demo • Services Architecture • User Profiles & My Sites • Deployment & Administration Demo • Planning & Design Considerations • Business Value + Demo • Q&A

33. Key User Profile Service Considerations • Profile Customization • Profile Store architecture • Profile Synchronization • Scale • Performance • Federation and Replication

34. User Properties - Default Policies • Enabled • Required • Optional • Disabled • User Override • Enables users to change the default access policies, each user can decide who can see the values they entered for the property. • Replicable - Everyone && no User Override • Replicate to SharePoint sites

35. User Properties - Default Privacy Settings • Everyone • My Colleagues • My Team • My Manager • Only Me

36. Planning for Privacy • You will need to proactively plan for privacy • Key stakeholders are HR, Legal, IT and Business Drivers • Top Issues for My Site deployment • Picture usage – consent, corp. policy • Activity feed • Who follows me? (custom) • Two-way consent (custom)

37. Agenda • Communities + Demo • Services Architecture • User Profiles & My Sites • Deployment & Administration Demo • Planning & Design Considerations • Business Value + Demo • Q&A

38. SharePoint Communities Informal Knowledge • Promote sharing with easy social authoring • Easily navigate resources with pervasive tagging • Find better answers faster via user feedback Social Connections • Connecting users through enhanced profiles • Staying up-to-date using news feeds and alerts • Make expertise discovery easy across the enterprise Participation Anywhere • Work with peers whether online or offline • Collaborate on the go through the mobile UI • Enrich existing applications with social context

39. Scenarios for Business Communities Idea Exchanges Learning & Development Knowledge Management Centers of Excellence Customer Communities Communities of Interest Customer Service Employee Support Professional Networking New Employee On-boarding Research & Development Your Business HR Sales & Marketing Customer Support

40. Q & A

41. Resources • TechNet Social Computing Resource Centerhttp://technet.microsoft.com/en-us/sharepoint/ee263906.aspx • TechNet User Profile Service Overview • http://technet.microsoft.com/en-us/library/ee662538.aspx • TechNet My Sites Overview • http://technet.microsoft.com/en-us/library/ff382643.aspx

42. Let’s Recap the Session’s Goals • Overview of new SP Communities Features • Explain new Services Architecture in SP2010 • Deep Dive into User Profiles & My Sites • Deployment and Planning Tips • Articulate Business Value for Communities • To make you a better SharePoint Person. 

43. Agenda • Communities + Demo • Services Architecture • User Profiles & My Sites • Deployment & Administration Demo • Planning & Design Considerations • Business Value + Demo • Q&A

44. Session Evaluation • Please complete and turn in your Session Evaluation Form so we can improve future events. • Presenter: • xxxxxxxxxxxxxxxxxxx • Session Name: • xxxxxxxxxxxxxxxxxxx

45. Ongoing Activities • Remember to visit the Exhibit Hall • Play Sponsor Bingo to be eligible for raffle prizes at the closing session! • Visit the SharePoint Users’ Groups in the Lower Gallery and meet the Booth Babes! • Talk with other SharePoint professionals in the Upper Gallery for “Ask the Experts” • Watch a webcast of free Microsoft training in the Gymnasium

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