Welcome to SharePoint Saturday – Washington DC
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Welcome to SharePoint Saturday – Washington DC. SP 2010 Social Computing Getting the Most Value from your User Profiles & My Sites Implementation Administration – Level 2 00 . Presented by: Jaime Velez Microsoft Corp. Who is this guy?. Microsoft Services Consultant – East Region

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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.


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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!


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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. 


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Agenda

  • Communities + Demo

  • Services Architecture

  • User Profiles & My Sites

  • Deployment & Administration Demo

  • Planning & Design Considerations

  • Business Value + Demo

  • Q&A


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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


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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


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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



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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


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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



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Agenda

  • Communities + Demo

  • Services Architecture

  • User Profiles & My Sites

  • Deployment & Administration Demo

  • Planning & Design Considerations

  • Business Value + Demo

  • Q&A



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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


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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?



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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


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Agenda

  • Communities + Demo

  • Services Architecture

  • User Profiles & My Sites

  • Deployment & Administration Demo

  • Planning & Design Considerations

  • Business Value + Demo

  • Q&A



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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)


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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


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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


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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


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What About My Sites

  • Are User Profiles My Sites?

  • Can you have User Profiles without My Sites?


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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


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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


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My site page structure

Editable page

Public site

_layouts - pages

Personal site


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Agenda

  • Communities + Demo

  • Services Architecture

  • User Profiles & My Sites

  • Deployment & Administration Demo

  • Planning & Design Considerations

  • Business Value + Demo

  • Q&A

Woo hoo!!!




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UPA Provisioning Demo

  • Show how to provision a new UPA

  • Use Service account / explain permissions

  • Explain management delegation


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Agenda

  • Communities + Demo

  • Services Architecture

  • User Profiles & My Sites

  • Deployment & Administration Demo

  • Planning & Design Considerations

  • Business Value + Demo

  • Q&A


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Key User Profile Service Considerations

  • Profile Customization

  • Profile Store architecture

  • Profile Synchronization

  • Scale

  • Performance

  • Federation and Replication


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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


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User Properties - Default Privacy Settings

  • Everyone

  • My Colleagues

  • My Team

  • My Manager

  • Only Me


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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)


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Agenda

  • Communities + Demo

  • Services Architecture

  • User Profiles & My Sites

  • Deployment & Administration Demo

  • Planning & Design Considerations

  • Business Value + Demo

  • Q&A


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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


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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



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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


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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. 


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Agenda

  • Communities + Demo

  • Services Architecture

  • User Profiles & My Sites

  • Deployment & Administration Demo

  • Planning & Design Considerations

  • Business Value + Demo

  • Q&A


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Session Evaluation

  • Please complete and turn in your Session Evaluation Form so we can improve future events.

  • Presenter:

    • xxxxxxxxxxxxxxxxxxx

  • Session Name:

    • xxxxxxxxxxxxxxxxxxx


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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