What are the new functionalities? SharePoint Workspace Offline access Outlook Synch Tag Profile Pages Mobile Access Office Client Backstage,

©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010

Advanced Developer Training


Customizing My Sites and Social Features in SharePoint 2010

NameTitleCompany


Agenda

Introduction to social MySites in SharePoint 2010User profile managementBlogs and wikisOther social capabilities


INTRODUCTION TO SOCIALWhat are the new functionalities?


SharePoint is a Platform

Lists, Libraries, Alerts, etc.Blogs, Wikis, Workflow, PublishingMy Site, Personalization, AudiencesUser Profile - PeopleIn Common - Viewer and VieweeChange Tracking - What has changed?Tagging, Rating, NotesVisual Studio 2010 or SharePoint Designer as your extension tool


SharePoint 2010 Communities Platform

SharePoint Workspace Offline access

Outlook Synch

Tag Profile Pages

Mobile Access

Office Client Backstage, Co-authoring

Team Sites

External Access

Ask Me About, Colleague & Expertise Suggestions

Social & Taxonomy Tags

Organization Browser

People & Expertise

Search

Social Bookmarks My Network,

My Profile

Activity Feeds

Photos, Contact Card, Presence everywhere

Notifications & Alerts

Status Updates

Blogs & Wikis

Team Sites

Enterprise Wikis

Rich Media Support

Note Board

Ratings

Office Web Apps


People Data - Out of the Box

User ProfilesRich Object ModelUser Profile Web ServiceSocial Data

Tags, Notes, & RatingActivity FeedSocial Data Service

Organization Browser


Social Feedback

Feedback = Social Tags, Notes and Ratings

Helps categorize, annotate, promote and help retrieval of relevant linksApplies to any URL, inside or outside of SharePoint with bookmarkletOwn permission setting for writingPrimary mechanism for promoting documents and web pages to the newsfeed

At the very basic level it is a 3-tuplePerson, URI, Feedback


Tagging

Keyword Suggestions


Notes - comments

Out of the box functionality using either Tags and Notes button in ribbon or web part


Rating

Documents and items can be rated using the rating columnsAPI to create custom rating funcitonalities based on urlUser ratings updated to documents by timer job


Tags, Notes and RatingsTags Notes Ratings

Description Keyword bookmarking

Short comments (<3000 characters)

5-Star Ratings

Web part/control No Yes Yes

Discover content by colleague or keyword

Both Colleagues Colleagues

Web pages, List Items, Documents

Yes Yes Yes

Doc Library/List Sort and Filter

Yes (Doc authors only, requires enterprise keywords field)

No Yes

Indexed by Search Yes No Yes

Bookmark-let for external or non-SharePoint pages

Yes Yes No

Enterprise taxonomy management

Yes No No

In Office 2010 Client Yes (Doc authors only, requires enterprise keywords field)

No No

In Office Web Apps Yes Yes No


Social Networking

Following colleaguesBetter, more readable “newsfeed”Extensible for third parties

Email notificationsNote boardColleague additionKeywords suggestions

Profile UpdatesAlerts to update profileStatus message


People and Expertise Finding

Expertise AnalysisKeywords from Sent Emails, noun phrase extraction in 6 languagesSocial Tags for the personTags used by a person

Expertise Opt-inTrack as InterestsAsk Me AboutPrivacy policy at Enterprise and End-user level

Expertise SearchHigh relevance score for “Ask me about”Social Distance as a part of relevance algorithmFilter results by Title and Location Keyword related documents


MYSITES IN SHAREPOINT 2010

What has changed in MySites?


My Site Components

My News feed

My Content

My Profile

MySite Host My SiteMy SiteMy Site

My web application

My <whatever

>

EMM UPA Search

Pages and personalization sites

Site Collections

Web App

ServiceApplicationProxies


My Site

Numerous new functionalities

• Activity newsfeeds

• Extensible for 3rd parties

Profile picture and

status update


My Site architecture

MySite host

Personal

Personal site

Personal site 2

Personal site 3

http://my

http://my/Personal/userid

Same root site collection for each user to provide generic functionalities

Each user will have own personal site by default for images, documents and other files


User experience customization

Add web parts and controls to MySite pagesCustomize top bar linksAdditional content pagesCustomize existing pagesChange master page or themeCreate additional structures

Sub sites, libraries, etc.


Web part customization


Thoughts.aspx

Tag and notes

MyContactLinks.aspx Collegues

MyMemberships.aspx

Memberships

Default.aspx

OrganizationView.aspx Person.aspx PersonContent.asp

x TagProfile.aspx

Personal site

Document libraries

Blog siteBlog

functionality

My site page structureEditable page

_layouts - pages Personal site

Public site


Additional pages to MySites


Top link bar customizations

Top link bar can be easily customized from UI or using object model


Personalization sites

There’s specific site definition available for creating personalization sitesCan be limited to certain audiencesListed by default in top navigation, if defined in user profile service application


Top navigation replacement

Top link bar in mysite.master master page is actually delegate control

Solution – like for any delegate controls

Create new navigation control and place it to ControlTemplates folderDeploy a feature to use control element and use id ‘GlobalNavigation’ to replace the control from my site with your custom navigation


Branding changes for MySites

Master pagesNotice that host and personal sites are referencing to different master page instance

Themes


Customizing MySites

demo


USER PROFILE MANAGEMENT

How to manage user profiles and properties


User profile management

User profile depending features are managed from the user Profile service applicationProvides control on profiles, properties, synchronization etc.


Social Feedback Administration

User Profile Service application administratorsCan be deleted

Profile ID or URLDate RangeSpecific Tag or note

Don’t forget… Term Store


User profile property policy settings

Default policiesEnabled, Required, Optional, Disabled, User Override, Replicable

Default privacy settingsEveryone, My colleagues, My Team, My Manager, Only Me


User profile properties

You can define multiple different profile property typesUsed to store user dependent informationEither mapped to import or only SharePoint


User sub types

User sub types can be used to create alternate profile propertiesExample – Create end date user profile property for the contractors, but not for default user profiles


Organization sub types

Organization sub types can be used to create ad-hoc groups, which diffentiate from actual organization hierarchyAccessable from people pickerHelps to manage users as a group


Profile Store Architecture

Related ServicesW

eb

Fro

nt

En

dUser Profile Service

ProfileSynchronizati

onServiceInstance

Profile ServiceInstance

SearchIndexing Tags and Security

Trimming

Enterprise MetadataTagging and Profile Properties

WFE talks to the service and SQL,

maintains Front-end cache

New in 2010

Mid-tier cache, optimized for most-used profiles, 256 Mb default (good for 500k users

on average)

Social Data Sync

Profiles


Profile Synchronization

User Profile Service

ProfileSynchronizati

on ServiceInstance

Profile ServiceInstance

AD LDAP

BCS ServiceW

eb

Fro

nt

En

dSearchService

Enterprise MetadataService

New in 2010

Import or Export to Directory

Source

Social Data Sync

Profiles


Administration of social features

demo


Security trimming for social content

Social content is dependent on search functionalitySearch will use specific social security trimmer by default for all social content

User is not able to see for example tags to which target he/she has permissions to

Can be configured using PowerShellSupport for writing custom security trimming available


User profile timer jobs

There are numerous timer jobs, which are related to social functionalitiesTimer jobs are responsible to update social information for MySites etc.


BLOGS AND WIKISWhat has changed?


Blogs and Wikis

Easy page editingWiki-linking with auto-completeCross-browser Rich Text Editor


Wiki editing

Wiki Content with visual

editing

New web part console

Add web parts to wiki content


Enterprise Wiki Architecture

Enterprise Wiki is a publishing siteBranded using familiar Master pages and CSSExtended using content types and page layoutsScalable via publishing feature cache scheme

Enterprise Wiki using managed metadata

Metadata column automatically added


Branding

Same as in standard publishing siteUpload or create master pageUpload or create CSS file


Content types & Page Layouts

Add new wiki page typesAdd Enterprise Wiki page derived content typeAdd one or more page layoutsChange default page layout


Configuring Page Layouts

Site settings - Page Layout and Site Template Settings


Example customizationsOOB rating and

categories

Custom control to convert wiki to docx format

OOB note board web part added to page

layout

Actual wiki content using ribbon editing

tools

Layouts, branding and

themes customizable


Customizing enterprise wiki’s

demo


OTHER SOCIAL CAPABILITIESWhat are the options for developers?


Activity Feeds

Extensible Enterprise Activity FeedWeb part Atom 2.0 feed

Two typesConsolidated – activities from everything I track

http://<mysitehost>/_layouts/activityfeed.aspx?consolidated=true

Published – my activitieshttp://<mysitehost>/_layouts/activityfeed.aspx?publisher=<accountname>

ArchitectureExtensibility


Custom Timer Job

Custom Timer Job

Activity feed architecture

Activity Feed - User

profile DB

Change log - User profile DB

Social databas

e

Custom Timer Job

Custom gatherer

Activity Timer JobProfile and

social gatherers

User actions in Sharepoint or any other application can be collected to activity feeds and published to colleagues

User feeds depends on interests defined in the profile page – Custom applications and types shown here as optionsActivity

Feed

Custom gatherer has to have sufficient access rights to user profiles

http://www.myspace.com/


Activity feeds


Extensibility – key concepts

Activity Application - “CRM”Activity Type - “New Meeting”Activity Template - “{Publisher} has scheduled a meeting with {List}”Activity Event - “Dan Jump has scheduled a meeting with Contoso Corporation on Wednesday, August 25th, 2010”


Custom activity application

demo


Tag cloud customization

Tag could web part can be customized by inheriting it

Microsoft.SharePoint.Portal.WebControls.TagCloudWebPart

You can define the actual tag information to be shown based on your requirementsProvides flexibility on tag information to be shown


Social code managers

New managers available for easy extending of the social functionalities

SocialCommentManagerSocialRatingManagerSocialTagManager

Located in Microsoft.Office.Server.SocialData namespaceYou can easily use the APIs to for example create custom rating controls etc.

©2010 Microsoft Corporation. All rights reserved. RTM Content - Published April 2010

Using manager classes – commenting example


Custom commenting web part

demo


User profile service

Provides a interface for remote clients to read, manipulate and create user profiles

Locationhttp://<server>/_vti_bin/UserProfileService.asmx

Example usageManage colleques based on association in Facebook or in LinkedInUpdate profile properties based on extranal application


Calling user profile service


Social data service

Provide methods to create and manipulate social elements

Notes, tags and ratings

Locationhttp://Site/_vti_bin/SocialDataService.asmx

Example usageGenerate comment information remotely from office clients to particular document


Calling social data service


User profile change service

Get information concerning user profile changes

Locationhttp://Site/_vti_bin/UserProfileChangeService.asmx

ExampleUpdate external systems based on profile information updates in SharePoint


User Profile Change


User profile and social data services

Demo


Summary

Introduction to social MySites in SharePoint 2010User profile managementBlogs and wikisOther social capabilities



© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

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