Download - A Deep Dive into Profiles, Status, and PM
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A Deep Dive into Profiles, Status, and PM
Traction User Group 2010
Jordan Frank & Chris Nuzum
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Foundation: Entry Type
• New SDK mechanism for combining data and
presentation
• TeamPage 5 adds entry types for Profiles, Status
Updates, Tasks, Milestones, and Projects
• Extensible; add more types with SDK
• Indexed—quick to retrieve
• Can be filtered in feeds and activity views
• Can be included in the Attivio search Type facet
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Profiles
2:10 PM – 3:00 PM
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Setup
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Set a Default Profile Space
• Profiles can be posted to any space
• None selected is OK, but awkward for Profiles
• General Profile Space should (at least) allow Everyone to read, author, edit own, publish
own
• Consider dedicated space for Profiles (cleaner tag cloud, search, and so on) vs. mixing
Profiles with default “status” space and company-wide info.
• People vs. “Company” vs. “Forum”
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Profile Space Permissions
• Minimum permissions
pictured here
• Edit would let anyone edit
anyone else’s profile
• If you restrict to edit own,
administrators should not
post profiles for other users
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Customizing the Profile Form
• Plug-in override to Profile Form
• Map read-only fields to AD
• Add custom fields to the profile
• form
• view
• search
• Deeper exploration in SDK
track
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Designate a Specific Profile Space for Specific People
• In Personal Setup >
Personal Info you can
override the profile
space for an account
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Filling in Profile
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Setup Assistant
• The setup assistant invites people to fill in their profile form and
upload an avatar image.
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Profile Entries
• Posted in the designated
profile space
• TractionID associated
with the account
• Show avatar in most
views
• Lead you to the person’s
profile page
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Profile Page
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Following
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How to Follow
• From profile
• From mini profile card
whenever you see
someone’s name
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Filtering by Follow
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Filtering by Follow
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Follow in activity stream (no un-follow)
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Follow vs. Alert
• Follow is a filter, a signal, and a contact list in the
Outlook Social Connector.
• Alert is notification and a signal.
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Profile SpaceDashboard
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Profile Space Dashboard Considerations
• Welcome is helpful
• Parse lists of people
by tag, e.g. “Runners”
• Show new profiles
• Show edited profiles
• Remove Dashboard,
just show activity
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Access
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Access Address Book Governs Lookups
• People without Access
Address Book
permission can’t
complete on profile
information like email
addresses.
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Profile Article Permissions
• Read published/draft
for profile article
content govern access
to the profile article
and fields stored
within it.config/data/forms/profile.sdl
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Sharing Controls on Profile Form
• Give additional control
over who with read
permission can see
your profile
information displayed
on your profile page.
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Your ProfileDashboard
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Profile Dashboard Tab
• By default, shows server
default sections
• Override with your own
sections
• Use for expanded
“About Me”, things
you’re interested in, “My
Bookmarks”, etc.
• Show a collection
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Search
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• Basic search
• Searches profile entry fields only, not name, title, etc.
• Attivio Search
• Searches all profile fields, including those from
external sources
• Currently must edit and save profile to cause changes
to fields from AD/LDAP to update
Searching Profiles
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Status Updates
3:00 PM – 3:45 PM
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Setup
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Designate a Default Status Space
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Use
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Post Status From
• Server, space, or profile status tab
• Pop-up status window
• Profile menu
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Top-Level Status Tab
• Uses default status space, if defined in Server
Setup
• If not defined, people will need to choose a space
every time they visit the status tab
• The default status space should be open for
everyone to read and author
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Status Updates Appear
• Status tab
• Status window
• Mini profile window
• Activity feed, unless filtered out
• Top of profile page under your name
• Search results
• Digest
• Email notifications
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Commenting on Status
• Comment via reply link on
status tab
• Comment via inline
comment in article view
• Comment via email reply
• Comments on status
updates are posted as
status update entry type
• Comment to a different
space using space selector
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Tagging
• TeamPage supports tagging via
• #tag syntax—Twitter-style hash tags
• Create the label automatically if not used and
permission allowed
• :tag syntax
• Ignored if not matched
• +:tag create the tag, same as #tag
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Editing Status Posts
• Click on the post time to get to single entry view
• All article tools work, e.g. edit, tag, collect,
comment, erase.
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Project Management
3:45 PM – 4:45 PM
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Setup
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Activating PM in the 5.1 Pre-Release
• In the current 5.1
preview, access to PM
features is granted to
groups by configuring the
PM Prototype plug-in
• You must also specify a
user whose permissions
will be used for importing
data into the database
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Assign Space Members
• You can use a
permissions group to
designate the
members of a space
• Smaller set of people
makes assignment
faster
• Members listed on
space dashboard
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Model
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Tasks
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• Can be assigned to zero or more people
• Status indicated by To Do and Done tags
• Priority indicated by P1, P2, P3, P4 tags
• Additional tags indicate detailed status, e.g. New, Open, Unreproducible, Cancelled
• Estimate indicates how much time expected, in days
• Duration indicates how much time spent so far
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Milestones
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• Date is optional
• Tasks tied to the milestone inherit the the Milestone’s date by default
• If a task has its own date, the task’s date overrides the milestone’s date
• Status indicated by To Do and Done tags
• Milestones marked Done are hidden
Milestones
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Projects
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• Can have Owners and Members
• Status indicated by To Do and Done tags
• Projects marked Done are hidden
• Can have shared documents, discussion
Projects
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Space
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Demonstration