Jaime Velez: SharePoint 2010 Social Computing
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Transcript of Jaime Velez: SharePoint 2010 Social Computing
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SharePoint 2010 Social Computing
User Profiles & My Sites Implementation
Presented byJaime Velez
Microsoft Services
July 31st, 2010
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Agenda SP 2010 Services Architecture Overview Deploying User Profile Service Application Profile Synchronization Profile Properties User Profiles vs. My Sites Trusted Host Locations Lessons Learned in the Field Q & A
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Evolution of Social Computing in SP
2001Team Sites / WorkspacesDiscussionsTeam CalendarsAlertsSearchMetadataRouting / Workflow
2003My SitesShared CalendarsSearch AlertsPresence awarenessEmail archiving to PFDiscussionsEnhanced workspaces
2007BlogsWikisMy SitesTeam SitesOutlook integratedDrag & drop calendarsRSSSearchMobile accessibleEmail archivingBusiness SourcedPublic ProfilesPeople SearchLight workflow
2010RatingsManaged Metadata ServiceAdvanced routing (based on metadata)Multi Import Sourced ProfilesStatus updatesActivity feedsKnowledge miningBookmarksFeedback/ratingNote board (Wall)Tag cloudsSocial taggingEnterprise taggingEnhanced WikisShare & Track tabIndividual and team blogsPeople and social searchDiscussionsOffline WorkspaceEnhanced presenceRich Mobile views
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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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Public Profile
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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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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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The “New” Services Architecture
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Shared Service Provider
SharePoint
Search
Excel Calc Service
Business Data Catalog
User Profile Service
ContentConfig Workflow
SharePoint Server
Search
Excel Calc Service
Business Data Catalog
User Profiles
ContentConfig Workflow
2010SharePoint 2007
Windows SharePoint Services
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SharePoint Service Applications
SharePoint 2010
Search
Excel Calc Service
Business Data Connection
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint ServerShared Service Provider
Windows SharePoint Services
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SharePoint Service Applications
SharePoint 2010
Search
Excel Calc Service
Business Data Connectivity
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint Server
Sandboxed Code Service
Usage & Health Logging
Word Conversion
Service
PowerPoint Broadcast
Service
PerformancePoint
Visio Graphics Service
Access Service
Web Analytics Managed Metadata
3rd party services…
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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
Did you take care of that thing?
SSP is dead!
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Lots of New Databases
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Services with their own DBs Partial List of services with own DB
◦ Search◦ People/Profile Import◦ Tagging◦ Taxonomy◦ InfoPath (session state)◦ Secure Store◦ LOBi◦ Web Analytics◦ Performance Point◦ Etc.
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Service Architecture Terms• Service: A set of bits installed
on a farm that’s capable of providing some functionality
• Service Application: A specific farm-level configuration of the Service in SharePoint
• Service Machine Instance: A machine-level instance of the Service running on an app server.
• Service App Proxy: A pointer to a Service App that exists on the WFE
• Service Consumer: A SharePoint feature, such as a web-part, that talks with the service and makes its functionality available to an end user
http://itweb
http://msweb
SearchUser
Profiles
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New Service App Model
SSP
SharePoint 2007 Model
http://hrweb/
SearchUser
Profiles
Excel Calc
Corp Farm
BDC
http://hrweb/
SearchUser
ProfilesExcel Calc
Corp Farm
BDCVisio
WAC
3rd party
Service
SharePoint 2010 Model
http://itweb/ http://itweb/
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Profile Store Architecture
Related ServicesW
eb
Fro
nt
En
dUser Profile Service
Social Data
Profiles
ProfileSynchronizati
onServiceInstance
Profile ServiceInstance
Sync
SearchIndexing Tags and Security
Trimming
Enterprise MetadataTagging and Profile Properties
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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Deploying the User Profile SA Do Not Use Farm Config Wizard for Prod Follow Guidance Published on TechNet Practice, Practice, Practice! Not as easy as it was in MOSS 2007 New Permissions Requirements
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User Profile Service Application
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Deploying Profile Synchronization This was the most challenging steps during
beta Again, make sure to follow TechNet
Guidance Most common issues:
◦ Service account permissions◦ Service stuck in starting state
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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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Nerdy by Nature
SharePoint is down with OPP!Other Profiles Properties
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User Properties
SharePoint is down with OPP
SP 2010 introduces Sub-Types There are some benefits There are also some limitations!
Other Profiles Properties
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Sub-Types Explained
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Sub-Types Explained
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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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EveryoneMy ColleaguesMy Team My ManagerOnly Me
User Properties - Default Privacy Settings
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My Site Trusted Host Locations Excellent feature for scalability Can also be used to enforce quotas to
groups of users
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Scaling with Trusted Hosts Locations
Farm DC1 - ATL DC2 - DAL DC3 - PHX
MySite URL http://my1 http://my2 http://my3
MySite Host Trusted Locations my2, my3 my1, my3 my1, my2
Target AudiencesSPGroup2, SPGroup3
SPGroup1, SPGroup3
SPGroup1, SPGroup2
Rule: Member of=ADGoup2, ADGroup3
ADGoup1, ADGroup3
ADGoup1, ADGroup2
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My Site Trusted Host Locations
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User Profile with Content
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My SiteMy Site
My Site ComponentsMy
Network
My Content
My Profile
MySite Host My Site
My web application
My <foo>
EMM UPA Search
Pages
Site Collections
Web App
ServiceApplicationProxies
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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
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Thoughts.aspx Tag and notes
MyContactLinks.aspx Collegues
MyMemberships.aspx Memberships
Default.aspx
OrganizationView.aspx Person.aspx PersonContent.aspx TagProfile.aspx
Personal site
Document libraries Blog site
Blog functionality
My site page structureEditable page
_layouts - pages Personal site
Public site
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User Profile Service Application
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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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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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Q & A
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Thank You!