MCT USE ONLY. STUDENT USE PROHIBITED Planning Social Computing 8-29 Viewing Social Tagging Information There are three ways in which a user can see social tagging information: • On a user’s My Profile page. • As the result of following a tag or a colleague. • On Web pages in the Office SharePoint Server farm. Hiding Social Tagging Information Three features of SharePoint 2010 help to protect privacy and security: • Private tags. A user who adds a tag to a Web page can indicate that the tag is private. Other people cannot see the fact that the tag was added to the Web page, nor do they see the tag in the user’s tag cloud. • The ratings control. The ratings control only displays the aggregate rating that an item has received. It does not identify the users who rated the item or display the individual ratings that were provided. • Security trimming. Adding a tag, a note, or a rating to a Web page creates an activity. The SharePoint security trimmer determines whether a given user has permission to view a specific Web page by using permissions information that the Search Service gathers as it crawls Web pages. If the security trimmer cannot determine whether a user has permission to view a Web page, it reports that the user does not have permission to view the Web page. If the user is not permitted to view the Web page, SharePoint 2010 does not display the activity. Note: If the Search Service has not crawled a Web page, activities that relate to that Web page are not displayed. Best Practices The following best practices will help you to develop a social tagging plan that makes effective use of the available features: • Educate users about which aspects of their social tagging activity are public and which are private. Ensure that users understand when to mark tags as private. MCT USE ONLY. STUDENT USE PROHIBITED 8-30 Designing a Microsoft® SharePoint® 2010 Infrastructure • Carefully evaluate all custom code before you deploy it. A custom application can access social tagging data by using the social tagging object model. An application can access the same social tagging data that is available to the account that it runs under. • Consider a custom security trimmer. If users tag external Web sites, the SharePoint security trimmer always trims this information. If this behavior is not appropriate for your organization, you should consider implementing a custom security trimmer. Question: How does SharePoint 2010 determine whether to display information about tagging activity for a Web page? Additional Reading For more information about how to plan policies for user profiles in SharePoint 2010, see http://go.microsoft.com/fwlink/?LinkID=200889&clcid=0x409. MCT USE ONLY. STUDENT USE PROHIBITED Planning Social Computing 8-31 Planning Wikis Key Points If your organization requires a centralized knowledge repository, consider using a wiki. A wiki is designed to store and share information on an enterprise-wide scale, providing a publishing site for large volumes of information across an enterprise. Planning a Wiki Before you plan the implementation of a wiki, you must assess whether it is the most appropriate solution for the organization. A wiki provides a central location for multiple users to contribute to a knowledge repository. If you require one-to- many communication about a project or area of interest, you should consider using a team site. Planning How to Implement a Wiki When you decide how to implement a wiki, you should consider the following questions: • What purpose will the wiki serve? A wiki should have a purpose. A wiki should meet a specific business requirement, providing a centralized body of MCT USE ONLY. STUDENT USE PROHIBITED 8-32 Designing a Microsoft® SharePoint® 2010 Infrastructure knowledge about a specific business problem. A wiki supports a virtual community that creates, changes, and removes content, including content that others create. If you require a more structured exchange of knowledge, and most communication will be one-to-many instead of the more freeform wiki behavior, you should consider using either a team site or a blog. • How many users will contribute? Several factors will influence this decision. Will you be able to support increasing growth and a requirement for increased network and server capacity? Should you determine key contributors from each business area who will become the primary contributors? Are there legal considerations about who can contribute? • Who has access to the wiki? In theory, all members of an organization can be granted access to contribute, edit, and update content in a wiki for the organization. If you must separate information by group, consider using either a team site or a blog. • How much control over the content should you implement? A wiki is designed for informal contributions. You should create guidelines or requirements for creating specific kinds of content or content about a specific subject. You should also consider how to tackle inappropriate or inaccurate entries. Planning a Location for Hosting a Wiki A wiki is typically edited by a large number of users, although the storage requirement for the content is usually low. The planned storage location must therefore support increasing performance requirements and increasing capacity requirements. If your organization requires multiple collaboration sites, you must determine whether you will use wikis or team sites. Multiple wikis that are built on multiple site collections cannot communicate with one another. These wikis cannot share features such as in-line auto-completion, lists, and custom searching; these features cannot span multiple wiki instances. You should use multiple site collections only if you determine that multiple team sites are a more suitable solution for an organization, given size, location, and access considerations. However, you can create a wiki as a subsite of another site. MCT USE ONLY. STUDENT USE PROHIBITED Planning Social Computing 8-33 Planning Blogs Key Points Blogs enable individuals or teams to create content that is available for others to comment upon or add to, but not amend. Blogs are persistent; a user can see what was originally written and then read subsequent review comments. The majority of blogs contain static content in the form of articles and related comments. The owner of the blog can post a new entry or modify a previous entry. Uses of blogs include sharing work-related content through the expression of factual information, opinions, or ideas. Blogs may be formal or informal in style and tone. Planning Blogs When you plan blogs in your organization, you should consider who will be permitted to own a blog. Allowing each user to maintain a blog can be time- consuming and not necessarily to the benefit of the organization. A proliferation of small, informal blogs that are not regularly maintained is not likely to make it easier to find information and expertise throughout the organization. You should consider limiting blogs to those who have a specific business requirement to disseminate information. You should also create guidelines about how formal or informal the blog can be and how often the owner should update it. Blogs that are MCT USE ONLY. STUDENT USE PROHIBITED 8-34 Designing a Microsoft® SharePoint® 2010 Infrastructure based on expertise are useful on a day-to-day basis. This may include, for example, the IT team blogging about a new project that affects the majority of users. At a more strategic level, an executive blog offers a unique opportunity for executives to communicate their thoughts about leadership in an organization and to invite feedback from the employees. Storing Blogs In terms of storing content, most blogs are relatively small, although this depends on the style of the blog. A text-based blog will take up much less space than one that uses multimedia. For example, if you plan to maintain an IT blog that includes training videos about new product features, you must ensure that you have enough space to do so. MCT USE ONLY. STUDENT USE PROHIBITED Planning Social Computing 8-35 Locating People and Expertise Key Points Enabling people to find colleagues who have valuable information is a key reason for enabling social computing features in your organization. People Search and expertise tagging in SharePoint 2010 enable My Site users to find other users based on their expertise and role in an organization. You can use this capability to help disseminate information throughout your organization. Finding People and Expertise You can plan for People Search and expertise tagging, which helps users to locate knowledge in your organization. People who have significant knowledge about a particular subject identify themselves by adding tags to their profile. People Search uses these tags when a user searches for a colleague who has knowledge about that subject. When you plan how to enable your users to find the information that they require, consider People Search and the Organization Browser. MCT USE ONLY. STUDENT USE PROHIBITED 8-36 Designing a Microsoft® SharePoint® 2010 Infrastructure People Search Users can search for other users by using People Search, which returns links to relevant public profiles. Users can contact the colleagues they have located by using e-mail or messaging programs. Planning for People Search will affect planning for user profiles. In your initial planning for People Search, you may discover people or groups of users whom you want to be easy to find. You must plan to include the correct user profile properties and schedule appropriate user profile synchronization to ensure that these users are located easily. By examining your logical architecture and site hierarchy, you can determine key business concepts that relate to specific groups of users across sites. These groups will frequently be the subject of searches. You should plan for administrators of User Profile Service applications to work with the administrators of Search Service applications to develop search scopes and People Search tabs for these specific groups. You can also plan to allow site collection administrators to create site-level search scopes for users who are members of their site collections. You can enable e-mail analysis in Microsoft Outlook®, although users can opt out of this feature if they want. If users are using Microsoft Office Outlook 2007, SharePoint 2010 imports colleague suggestions from Office Outlook. If your organization uses Outlook 2010, SharePoint 2010 analyzes colleagues and keywords and suggests relevant people and subjects to users. Organization Browser My Site features include an organization browser, which enables the user to view the organization’s hierarchy. The organization browser is enabled by default—you can prevent users from seeing it by deleting the organization node from the Quick Launch. SharePoint 2010 imports organization information from a directory service such as Active Directory Domain Services, although you can create it manually if necessary. You must have Silverlight 3 installed to view the organization browser. Question: How does planning for People Search affect planning for user profile synchronization? Additional Reading For more information about how to enable SharePoint 2010 Colleague in Outlook 2010, see http://go.microsoft.com/fwlink/?LinkID=200890&clcid=0x409. MCT USE ONLY. STUDENT USE PROHIBITED Planning Social Computing 8-37 Lesson 3 Planning for the User Profile Service The major driver for implementing social computing is to make people and expertise in the organization easier to find. User profiles hold information about people that users can search. To create an effective plan for using the User Profile Service to support social computing features, especially search, you must have a thorough understanding of user profiles, properties, and policies. Objectives After completing this lesson, you will be able to: • Describe how the User Profile Service supports social computing. • Explain how to plan user profile properties. • Explain how to plan user profile policies. • Explain how to plan the synchronization of user profile information. • Describe the considerations for managing profiles in the organization. • Describe Microsoft Business Connectivity Services (BCS). MCT USE ONLY. STUDENT USE PROHIBITED 8-38 Designing a Microsoft® SharePoint® 2010 Infrastructure The User Profile Service and Social Computing Key Points You should plan social computing features such as My Site Web sites in conjunction with planning for user profiles. The User Profile Service stores and manages information about users, and social computing features use this information. Consequently, the social computing features that you plan to deploy may affect the information that you plan to store in user profiles. Features of the User Profile Service The User Profile Service stores information in a central location. You should plan for service administrators to configure and manage the following features: • User profiles. A user profile stores detailed information about the user in the form of properties. You can manage and display all of the properties that are related to each user along with social tags, documents, and other items that are related to that user. . custom application can access social tagging data by using the social tagging object model. An application can access the same social tagging data that is available to the account that it runs. • Private tags. A user who adds a tag to a Web page can indicate that the tag is private. Other people cannot see the fact that the tag was added to the Web page, nor do they see the tag in. 2007, SharePoint 2 010 imports colleague suggestions from Office Outlook. If your organization uses Outlook 2 010 , SharePoint 2 010 analyzes colleagues and keywords and suggests relevant people and