How to Troubleshoot Apps for the Modern Connected Worker
Enabling Social Media through Metadata -- Taxonomy Bootcamp
1. Enabling Social Media
through Metadata
Christian Buckley
cbuck@axceler.com
@buckleyPLANET
Taxonomy Bootcamp
October 31, 2011
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
2. My Background
Christian Buckley, Director of Product Evangelism at Axceler
• Most recently at Microsoft
• Microsoft Managed Services (now Office365-Dedicated)
• Advertising Operations, ad platform API program
• Prior to Microsoft, was a senior consultant, working in the software, supply
chain, and grid technology spaces focusing on collaboration
• Co-founded and sold a collaboration software company to Rational
Software. Also co-authored 3 books on software configuration management
and defect tracking for Rational and IBM
• At another startup (E2open), helped design, build, and deploy a
SharePoint-like collaboration platform (Collaboration Manager), managing
deployment teams to onboard numerous high-tech manufacturing
companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco
• I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing
Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012)
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
3. Axceler Overview
Improving Collaboration for 16+ Years
Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
Delivered award-winning administration and migration
software since 1994
Over 2,000 global customers
Dramatically improve the management
of SharePoint
Innovative products that improve security, scalability,
reliability, “deployability”
Making IT more effective and efficient and lower the total
cost of ownership
Focus on solving specific SharePoint problems
(Administration & Migration)
Coach enterprises on SharePoint best practices
Give administrators the most innovative tools available
Anticipate customers’ needs
Deliver best of breed offerings
Stay in lock step with SharePoint development and market trends
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
4. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
5. Scenario
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
6. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
7. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
8. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
9. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
11. Utilize solar and wind
Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
12. and methane
Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
13. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
14. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
15. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
16. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
17. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
18. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
19. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
20. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
21. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
22. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
23. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
24. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
25. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
26. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
27. Content
• Your Social Media Strategy
• Definitions
• Social media inside SharePoint
• Why metadata is important
• Common problems and best practices
• Emerging enterprise technologies
• Planning strategies
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
28. What are we talking about?
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
29. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
30. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
31. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
32. What are we talking about?
Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
34. The VP of Marketing Perspective
1. A globally connected team
2. Online and offline access to all content
3. Dynamic discovery of people, content and ideas in
context to my project, my status, my relationships
4. Content and concept reuse
5. Integration
6. Pretty colors
7. Psychic interface
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
35. Why is metadata important
to social media in
SharePoint?
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
36. I Can’t Find Anything…
Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
37. Why SharePoint Needs Social
The islands of information have been moved to
SharePoint. NOW WHAT???
You can’t find anything
You can’t tell who owns what
You can’t tell what’s new, what’s old,
or what has changed
It’s all disconnected
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
38. Definitions
“Social media is media designed to be disseminated through social
interaction, created using highly accessible and scalable publishing
techniques. Social media uses Internet and web-based technologies to
transform broadcast media monologues (one-to-many) into social
media dialogues (many-to-many).
It supports the democratization of knowledge and information,
transforming people from content consumers into content producers.”
Wikipedia.org
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
39. Definitions
In Biology, taxonomy is the science dealing with the description,
identification, naming, and classification of organisms. “however, the
term is now applied in a wider, more general sense and now may refer to
a classification of things, as well as to the principles underlying such a
classification.”
“Metadata provides context for data. Metadata is used to facilitate the
understanding, characteristics, and management usage of data.
The metadata required for effective data management varies with the
type of data and context of use.”
Wikipedia.org
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
40. Definitions
End Users
Search
Governance
Social Media
Taxonomy Ad Hoc
Metadata
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
41. Microsoft example
(represents a small sample size)
Users
My Site
Corporate Departments Teams
Email Cell Empowerment
Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
42. Microsoft SharePoint 2010
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Business Connectivity Services Office Client and Office Web App Integration
InfoPath Form Services Standards Support
External Lists
Workflow
SharePoint Designer
Visual Studio
Tagging, Tag Cloud, Ratings
API Enhancements
Social Bookmarking
REST/ATOM/RSS
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
PerformancePoint Services Org Browser
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
Enterprise Content Types
PowerPivot
Metadata and Navigation
Document Sets
Social Relevance Multi-stage Disposition
Phonetic Search Audio and Video Content Types
Navigation Remote Blob Storage
FAST Integration List Enhancements
Enhanced Pipeline
Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
44. Common Migraines
• Ad-hoc content migration leads to junk in portal
• Legacy content gets migrated slowly, if at all
• Inconsistent taxonomy across farms and site collections
• People author locally - multiplies problems globally
• Authors don’t apply metadata= “shotgun” approach to search OR
Authors apply metadata without common classification = better search,
but worse authoring experience
• Portal lacks high fidelity search
• User can’t find the right content
• As a result, poor portal adoption and low user satisfaction
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
45. It’s the metadata, stupid
• Metadata is the key to making social media
work inside the enterprise
• Most social media brands are built for the
individual (and ad revenue)
• Metadata makes social media visible,
searchable, linkable, relevant
• Metadata is the building block of social
media within SharePoint
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
46. Managing Metadata
CENTRALIZED DECENTRALIZED
Site architecture is centrally controlled Site architecture is ad-hoc
Metadata is always applied to content Metadata may not be applied to content
Site Columns and Content Types are created at Columns are created on lists
site collection root Columns are combined in an ad-hoc basis on each
Lists get “bundles” of columns list
PROS PROS
Improves consistency Requires no planning
Reduces metadata duplication Requires little upfront effort
Easy to update Works across site collections and portals
Easy to support and train on
Allows document-level DIP, Workflow, Information
CONS
Policies, and document templates Decreases consistency
Increases metadata duplication
CONS Hard to update
Requires planning Hard to support and train on
Requires upfront work Only allows list-level Workflow, Information Policies
Hard to manage across site collections and and document templates
portals Difficult to reverse
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
47. Planning your social
media strategy
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
48. Emerging Enterprise Technologies
1. Community management tools
2. Open identity
3. Microblogging
4. Social CRM
5. Enterprise applications gaining a social layer
6. Activity streams
7. Social search, analytics, and filtering
8. Enterprise social media workflow
9. Automated compliance monitoring
10. Next-generation unified communications
Dion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch”
http://blogs.zdnet.com/Hinchcliffe/?p=1224
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
49. Social Media in SharePoint
2007 2010
Blogs Managed Metadata Service
Wikis Advanced routing (based on metadata)
My Sites User profiles (My Sites)
Team Sites Status updates/activity feeds
Discussion forums Knowledge mining
Shared calendars Bookmarks (replaces My Links)
Alerts Feedback/rating
RSS Note board (Wall)
Search Podcasting kit
Tag clouds Social tagging
Mobile accessible Expertise tagging
Presence awareness Wikis (including wiki edits of Team Sites)
Email archiving Share & Track tab
Individual and team blogs
Email Cell Twitter People and social search
Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
50. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
51. Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
52. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
53. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
54. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
55. Email Email Cell Twitter
Cell Twitter
Blog Blog
cbuck@axceler.com cbuck@echotechnology.com @buckleyplanet
425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net
http://buckleyplanet.com
56. Demo
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
57. Managed Metadata Service
• Term Store, Managed Terms, Managed Keywords
• Provides a service that can be consumed across site
collections and farms
• Manages keywords and content types
• Still requires management, governance
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
58. Understand Your Requirements
• Be familiar with the security and IP “thresholds”
• Be clear on the goal (and the business utility)
of the project
• Understand the implications (economic, technical,
and social) of integrating social media
• Think about the user experience
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
59. Pain Relief
• Have a plan
• Understand the policy and compliance concerns
• Be aware of how your metadata, content types, and social
media components are to be managed
• Create a governance site
• Centralize your taxonomy
SharePoint Metadata Best Practices
Enlist your portal users
Enlist your content authors
Migrate your content
• Leverage your metadata
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
60. Learn and Evolve
• Nothing is set in stone
• Portals evolve – and so will the taxonomy
• Update your taxonomy and propagate changes
• Get feedback from your business units and content
authors
• Use search metrics, discussion threads, and polls for
end user feedback
• Constantly refresh your governance site
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
61. What is your social
media strategy?
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
62. For more information
Contact me at
Christian Buckley, cbuck@axceler.com, 425-246-2823
On Twitter at @buckleyplanet
www.buckleyPLANET.com
Additional Resources available
White papers
The Insider’s Guide to Upgrading to SharePoint 2010
What to Look for in a SharePoint Management Tool
The Five Secrets to Controlling Your
SharePoint Environment
Email Cell Twitter Blog
cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
Hinweis der Redaktion
The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one