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Enterprise Collaboration and Employee Engagement with Microsoft SharePoint MySite

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R
rwuhrman

Shocked this got 100k views. Thank you for the love. I presented this deck on driving Employee Engagement using the personalization capabilities of MySite to a SharePoint user group in 2007. It's an overview on how to use Microsoft SharePoint MySites.

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Introduction to My Site Robert Wuhrman www.mossusergroup.com
My Site Your Home Drive and Desktop on Steroids Personalization Document Storage Quick Access to Workspaces Public and Private Views Social Networking Organizational Structure and Relationships Office Integration Web Part Customization www.mossusergroup.com
Improvements to MySite Privacy Controls Enable User to Toggle Permissions Manager Colleagues Everyone Multi-Language Capability Must have language packs installed on server Must enable permission in SSP Public Site is Greatly Improved Better Set of Out of the Box Web Parts RSS Reader SharePoint Sites Exchange Calendar Colleagues www.mossusergroup.com
Creating MySite MySite is a Site Collection Non-collaborative version created when profile is imported Fully Collaborative Site Collection created when you first visit your MySite Prompted to set as default Office site Enables you to more easily save files to MySite Sets a registry value Written to AD www.mossusergroup.com
My Site www.mossusergroup.com
Document Storage MySite is a SharePoint Site Collection Store documents as with any other site collection Save directly to your MySite from the Office UI Map a drive directly to a MySite Library. (WebDAV) www.mossusergroup.com
Public MySite Everyone sees your public view person.aspx drives the content for public view Shared by ALL users http://intranet.contoso.com/person.asp?CONTOSOdoe If admin makes a change to person.aspx, then it changes for everyone. www.mossusergroup.com
Colleagues Added automatically as a part of the MySite creation based on Organizational Structure compiled from AD Add additional Colleagues through Manage Colleagues Determine Relationship Through Groups and Assign Permissions to Groups Colleague Alerts - Show only colleagues with changes www.mossusergroup.com
Membership Populated from AD and SharePoint Sites Visibility of memberships can be throttled through Manage Memberships link www.mossusergroup.com
My Profile Public Facing Page of MySite In Common With You Web Part Can modify some aspects or profile Interests Schools Admins add attributes in SSP Some aspects of profile cannot be modified since they are coming from AD and controlled by the organization www.mossusergroup.com
My Site Administration Most system wide MySite configuration changes are done through Shared Services Administration in SharePoint Central Administration www.mossusergroup.com
Storage Quotas 100MB Default Quota Templates Link in Applications Tab area of SharePoint Administration www.mossusergroup.com
Deleting My Site Delete through Central Administration or stsadm.exe Does not delete profile From a management standpoint, you need a process for archiving the information in the My Site (files, contacts, etc) www.mossusergroup.com
Personalization Links Push Links to Users based on Audience Timesheet to all Employees Project Planning Tool Pushed to Project Staff Personalization link does not have to link to a web page per se. RDP Connections to launch an RDP session Homepage link: <a href=about:home>Home</A> www.mossusergroup.com
My Site Architecture Notes Allow user to personalize MySite language User prompted to pick a language upon MySite creation Language Packs and Templates Must be installed on server per Chapter 4 Option must be checked in SSP administration
Branding MySite 2 Main Files Core.css (theme) Master Page (layout) Location of Master Page for MySite C:rogram Filesommon Filesicrosoft Sharedeb server extensions2emplatelobal www.mossusergroup.com
MySite Architecture Notes, cont’d A My Site host created automatically when a Shared Services Provider (SSP) is created. Location is created in its own site collection on the default Web application, and all personal sites are stored in that location. In most scenarios, this is the only My Site host location for the entire deployment of Microsoft Office SharePoint Server 2007. Users can view My Sites if: the SSP for the My Site host location imports their user profile information from directory services and if the “Create personal site” permission is enabled. Individual personal sites are created when individual users click the My Site link on the top link bar of the site www.mossusergroup.com
Architecture Notes, cont’d Generally speaking each user is limited to 1 SSP, and therefore 1 Physical MySite Location Some exceptions: Geographically distributed deployment with dedicated SSP for each region Multiple Forest Scenario with groups of users isolated on each forest When utilizing multiple SSP (and multiple MySite location the challenge becomes providing a predictable experience for the user) Global deployments enabled Trusted Locations (replicate profile info) Results in one set of personalized content for each user being made available to all targeted users in each SSP. www.mossusergroup.com
MySite Architecture Notes cont’d Global (Multiple) Deployments MySite can be deployed across multiple shared services providers Example: Poor network connectivity between remote force and the primary SSP Option must be selected in SSP administration Some loss of functionality Personalized Links Ability to add colleagues People Search based on Social Distance Recommended to have a good profile replication solution in place before enabling this www.mossusergroup.com
Duplicate User Names Can happen if multiple domains exist in the organization Go to SSP homepage to adjust naming convention for My Sites By Default SharePoint uses the username, but does not include the domain. www.mossusergroup.com
Outlook HomePage www.mossusergroup.com You can replace Outlook Today with My Site URL
Personalization Sites Personal Site vs Personalization Site Personalization Site - Created by a site collection administrator for a broader audience (HR, Finance, etc) Through SSP you can pin a personalization site such as MySales, MyHR, MyWarehouse to a user’s MySite based on their Audience Created by choosing the “Personalization Site” template at site creation time www.mossusergroup.com
Personalization Site Audience targeting Easy deployment with configured web parts and data connections Improved personal and team productivity More productive collaborative work environment Re-use of information, everyone on the team www.mossusergroup.com
Adding Personalization Site to MySite Done in Shared Services Provider Target based on audience www.mossusergroup.com
Role Based My Site Templates Pre-Configured to display role-relevant data Use KPIs, Workflows, Excel Services, BDC, SQL, SSAS cubes www.mossusergroup.com
HR Manager – Recruitment Interview Schedule (Calendar) Current Openings (List) Recruitment Cost (Excel Services) www.mossusergroup.com
HR Manager My Site – HR Dashboard Demographics and annual review status. - Uses Office Data Connection and publishes using Excel Services www.mossusergroup.com
HR Manager – References Meeting Outcomes – InfoPath Library Corporate Policies – Document Libraries Contacts – Contact List www.mossusergroup.com
Audiences Used to target content (Web Parts, Links, etc) to specific groups of people based on personal attributes: Distribution List Common Manager Same Skills Configured in the SSP in Central Administration Any application using the SSP can use the audiences in it. www.mossusergroup.com

More Related Content

Enterprise Collaboration and Employee Engagement with Microsoft SharePoint MySite

  • 1. Introduction to My Site Robert Wuhrman www.mossusergroup.com
  • 2. My Site Your Home Drive and Desktop on Steroids Personalization Document Storage Quick Access to Workspaces Public and Private Views Social Networking Organizational Structure and Relationships Office Integration Web Part Customization www.mossusergroup.com
  • 3. Improvements to MySite Privacy Controls Enable User to Toggle Permissions Manager Colleagues Everyone Multi-Language Capability Must have language packs installed on server Must enable permission in SSP Public Site is Greatly Improved Better Set of Out of the Box Web Parts RSS Reader SharePoint Sites Exchange Calendar Colleagues www.mossusergroup.com
  • 4. Creating MySite MySite is a Site Collection Non-collaborative version created when profile is imported Fully Collaborative Site Collection created when you first visit your MySite Prompted to set as default Office site Enables you to more easily save files to MySite Sets a registry value Written to AD www.mossusergroup.com
  • 6. Document Storage MySite is a SharePoint Site Collection Store documents as with any other site collection Save directly to your MySite from the Office UI Map a drive directly to a MySite Library. (WebDAV) www.mossusergroup.com
  • 7. Public MySite Everyone sees your public view person.aspx drives the content for public view Shared by ALL users http://intranet.contoso.com/person.asp?CONTOSOdoe If admin makes a change to person.aspx, then it changes for everyone. www.mossusergroup.com
  • 8. Colleagues Added automatically as a part of the MySite creation based on Organizational Structure compiled from AD Add additional Colleagues through Manage Colleagues Determine Relationship Through Groups and Assign Permissions to Groups Colleague Alerts - Show only colleagues with changes www.mossusergroup.com
  • 9. Membership Populated from AD and SharePoint Sites Visibility of memberships can be throttled through Manage Memberships link www.mossusergroup.com
  • 10. My Profile Public Facing Page of MySite In Common With You Web Part Can modify some aspects or profile Interests Schools Admins add attributes in SSP Some aspects of profile cannot be modified since they are coming from AD and controlled by the organization www.mossusergroup.com
  • 11. My Site Administration Most system wide MySite configuration changes are done through Shared Services Administration in SharePoint Central Administration www.mossusergroup.com
  • 12. Storage Quotas 100MB Default Quota Templates Link in Applications Tab area of SharePoint Administration www.mossusergroup.com
  • 13. Deleting My Site Delete through Central Administration or stsadm.exe Does not delete profile From a management standpoint, you need a process for archiving the information in the My Site (files, contacts, etc) www.mossusergroup.com
  • 14. Personalization Links Push Links to Users based on Audience Timesheet to all Employees Project Planning Tool Pushed to Project Staff Personalization link does not have to link to a web page per se. RDP Connections to launch an RDP session Homepage link: <a href=about:home>Home</A> www.mossusergroup.com
  • 15. My Site Architecture Notes Allow user to personalize MySite language User prompted to pick a language upon MySite creation Language Packs and Templates Must be installed on server per Chapter 4 Option must be checked in SSP administration
  • 16. Branding MySite 2 Main Files Core.css (theme) Master Page (layout) Location of Master Page for MySite C:rogram Filesommon Filesicrosoft Sharedeb server extensions2emplatelobal www.mossusergroup.com
  • 17. MySite Architecture Notes, cont’d A My Site host created automatically when a Shared Services Provider (SSP) is created. Location is created in its own site collection on the default Web application, and all personal sites are stored in that location. In most scenarios, this is the only My Site host location for the entire deployment of Microsoft Office SharePoint Server 2007. Users can view My Sites if: the SSP for the My Site host location imports their user profile information from directory services and if the “Create personal site” permission is enabled. Individual personal sites are created when individual users click the My Site link on the top link bar of the site www.mossusergroup.com
  • 18. Architecture Notes, cont’d Generally speaking each user is limited to 1 SSP, and therefore 1 Physical MySite Location Some exceptions: Geographically distributed deployment with dedicated SSP for each region Multiple Forest Scenario with groups of users isolated on each forest When utilizing multiple SSP (and multiple MySite location the challenge becomes providing a predictable experience for the user) Global deployments enabled Trusted Locations (replicate profile info) Results in one set of personalized content for each user being made available to all targeted users in each SSP. www.mossusergroup.com
  • 19. MySite Architecture Notes cont’d Global (Multiple) Deployments MySite can be deployed across multiple shared services providers Example: Poor network connectivity between remote force and the primary SSP Option must be selected in SSP administration Some loss of functionality Personalized Links Ability to add colleagues People Search based on Social Distance Recommended to have a good profile replication solution in place before enabling this www.mossusergroup.com
  • 20. Duplicate User Names Can happen if multiple domains exist in the organization Go to SSP homepage to adjust naming convention for My Sites By Default SharePoint uses the username, but does not include the domain. www.mossusergroup.com
  • 21. Outlook HomePage www.mossusergroup.com You can replace Outlook Today with My Site URL
  • 22. Personalization Sites Personal Site vs Personalization Site Personalization Site - Created by a site collection administrator for a broader audience (HR, Finance, etc) Through SSP you can pin a personalization site such as MySales, MyHR, MyWarehouse to a user’s MySite based on their Audience Created by choosing the “Personalization Site” template at site creation time www.mossusergroup.com
  • 23. Personalization Site Audience targeting Easy deployment with configured web parts and data connections Improved personal and team productivity More productive collaborative work environment Re-use of information, everyone on the team www.mossusergroup.com
  • 24. Adding Personalization Site to MySite Done in Shared Services Provider Target based on audience www.mossusergroup.com
  • 25. Role Based My Site Templates Pre-Configured to display role-relevant data Use KPIs, Workflows, Excel Services, BDC, SQL, SSAS cubes www.mossusergroup.com
  • 26. HR Manager – Recruitment Interview Schedule (Calendar) Current Openings (List) Recruitment Cost (Excel Services) www.mossusergroup.com
  • 27. HR Manager My Site – HR Dashboard Demographics and annual review status. - Uses Office Data Connection and publishes using Excel Services www.mossusergroup.com
  • 28. HR Manager – References Meeting Outcomes – InfoPath Library Corporate Policies – Document Libraries Contacts – Contact List www.mossusergroup.com
  • 29. Audiences Used to target content (Web Parts, Links, etc) to specific groups of people based on personal attributes: Distribution List Common Manager Same Skills Configured in the SSP in Central Administration Any application using the SSP can use the audiences in it. www.mossusergroup.com