Tag Archives: Sharepoint
June 16, 2008

Sharepoint Wiki Disaster

I finally got an answer to our major problem with wikis in Sharepoint. It is bad news.

One of the advantages to using a platform approach is the integration of the various pieces in one place, with a unified look and searching. We have been using Sharepoint as the platform for our intranet for many years, starting when Sharepoint was just “Sharepoint” then onto Sharepoint 2003 and as of April 1, Sharepoint 2007.

It was the feature set of Sharepoint 2007 that got me interested in blogging and enterprise 2.0.

We have been experiencing problems with the notification feature for wikis in Sharepoint. When there is a change to a wiki page, it sends out the whole wiki page with no indication of the changes. It is very frustrating to have a whole document, that you have already read, being sent to you with no indication of changes. That is why track changes in Word and document comparison software exists.

The wiki is creating a new version each time it is saved. The changes are there in the wiki to be discovered and presumably to be transmitted. Sending out a notification of the change is core wiki functionality. Isn’t it?

I cornered Lawrence Liu at the Enterprise 2.0 Conference to find out what we were doing wrong. I was stunned to find out the problem was not us. It was them. The Sharepoint wiki will not send out the changes. It merely sends out the entire wiki page.

This is a disaster. It removes the communications aspect of the wiki. It makes it hard to see the activity in the wiki. I see something is happening, but I have to go into the wiki, click on the history and go through each version to see the changes.

As I have posted before, it is important to have both the artifact and the flow of knowledge: Knowledge is an Artifact and a Flow. Sharepoint’s design of wikis destroys the flow.

Everyone knows that the Sharepoint wikis are basic. I have been willing to live with the simplicity. It makes them easier to understand and easier to show people how to work with them. After all, training is just another barrier to adoption.

Thanks to Lawrence for giving me a straight answer to my question. Even if the answer was terrible. Lawrence Liu can be found on his blog: Lawrence Liu’s Report from the Inside
and on Twitter: Twitter/LLiu.

June 9, 2008

Social Computing Platforms: IBM & Microsoft Part 2

Social Computing Platforms: IBM & Microsoft Part 2

Mike Gotta, Principal Analyst at Burton Group provides a brief introduction to social computing and layout the key issues strategists should consider as they listen to the workshop presentations and demonstrations. IBM and Microsoft then detail their social computing platforms and demonstrate its various capabilities while answering questions from the moderator. The workshop end withs a Q&A session to address audience concerns.

Speakers:

  • Heidi Votaw, Program Director, Social Computing Software, IBM
  • Lawrence Liu, Technical Product Manager, Microsoft
  • Suzanne Minassian, IBM Lotus Connections Product Manager, IBM
  • Venky Veeraraghavan, Program Manager, Microsoft

My Notes:
See my notes on Part 1.
Here are my notes on the continuation:

Lawrence started off with an overview of the Sharepoint platform. They rely on partners for tagging, flagging and rating tools. To highlight the holes in Sharepoint he is spending a great deal of time talking about what their partners’ applications rather than the functionality of Sharepoint.

The demo starts up with going to My Site. The page combines email, calendar, presence, rss feeds and few other items. Everything in Sharepoint is built on lists or libraries.

They have a few different ways to post to a blog. There is a way to do it directly from MS Word 2007. (Of course, few big firms have Office 2007.) He quickly jumped into partner functionality by showing a tag and rating column for a blog post library.

Next up is the Sharepoint wiki. The wiki is extended with tags provided from a third party application. (David Hobbie of Caselines is going to love that application.) The Sharepoint wiki has a history and incoming links. Both are rudimentary wiki functions. Their concept was to keep it simple. Microsoft thinks that most people are not used to wikis or the information stream from wikis. (I agree. Wikis inside the enterprise are still foreign to most workers.)

I was surprised to see him pull up the issue of discovery and the ability to pull back information in the event of a lawsuit. I did not think we would run into lawyers so quickly.

He moved onto the workflow piece of Sharepoint. This is one of the strong traits of Sharepoint by getting it much more involved in the business process.

On the RSS settings you can decide which information gets pushed out in the blog posts. So custom columns can be included or excluded from the RSS feed.

[I think he is losing some of the audience. He is demonstrating functions but doing a poor job of showing why you do these things. As a Sharepoint user I am fairly interested. The backchannel for the session is getting rowdy.]

On to the My Site function of Sharepoint. He is de-constructing the webparts on a demo My Site. The calendar and inbox are out of the box webparts that tie into Exchange. The model for the blog is for it to be set up on the MySite. So the blog post webpart also show the comments to the blog posts. The Sharepoint websites webpart shows all of the sites that you belong to. It shows the documents you have worked with on those sites. The My Site is a full fledged site, so it can host documents as well. There are two document libraries out of the box: one personal and one shared. You can also create any of the underlying lists on your My Site.

They also have role-based My Sites. It is a personalized view of information made available to you. It displays dashboards of information.

Then there is a profile page. This is your public view to the enterprise. It starts off with basic business card information. Then they had a section that pushes out some more detailed information, mapped from other systems. Another section shows the person in the organizational hierarchy: who you report to and who reports to you.

For linking, they showed the My Links function in Sharepoint. They can be displayed on the My Sites page.

For documents, another webpart shows the documents you have worked on (in Sharepoint).

There is a big taxonomy for people to round out their public information. Unfortunately is a clunky database looking thing. Much of the information could be pre-populated from other systems: Pictures, phone number, projects, birthday (but not year!) etc. You can also designate who sees what pieces of information.

They acknowledge that a “white pages” directory or people is easy. But a “yellow pages” directory of people is harder. Sharepoint allows a yellow pages search on people by indexing and allowing you to search the My Sites. It breaks the search results into “your colleagues” and “your colleagues’ colleagues.”

[The back channel is getting very punchy and hungry. Lots a metaphors about what a lunch from Microsoft would be: Two slices of bread and you got to our partners to get filling and condiments.]

The colleague functions is database looking follow feature or friend’s feature from Facebook. They also have a tool to identify colleagues. It can mine emails to see who you are communicating with and suggest colleagues. [This is pretty interesting. I have not stumbled across this yet. I would guess that you need Office 2007 for it to work.]

More information on My Sites from Microsoft.

June 9, 2008

Social Computing Platforms: IBM & Microsoft Part 1

Social Computing Platforms: IBM & Microsoft Part 1

Mike Gotta, Principal Analyst at Burton Group provides a brief introduction to social computing and layout the key issues strategists should consider as they listen to the workshop presentations and demonstrations. IBM and Microsoft then detail their social computing platforms and demonstrate its various capabilities while answering questions from the moderator. The workshop end withs a Q&A session to address audience concerns.

Speakers:

  • Heidi Votaw, Program Director, Social Computing Software, IBM
  • Lawrence Liu, Technical Product Manager, Microsoft
  • Suzanne Minassian, IBM Lotus Connections Product Manager, IBM
  • Venky Veeraraghavan, Program Manager, Microsoft

My Notes:

The room was a bit undersized. Every seat was taken and people were turned away. (Good attendance; poor planning on room size. Thankfully the AC is cranked up and keeping the room cool.)

Mike started off with a discussion of balancing platforms against individual tools. At the extreme is a single blog and at the opposite end is the super platform.

IBM lead off with the demonstration of IBM’s Lotus Connections. The demo used something called My Healthcare that is positioned as portal, with content being generated on the platform as well as pulling information from other sources. One plus to the platform approach is the umbrella of search. As content is sourced from or pulled into the platform, it is easy to search. You get pass some of the enterprise search issues.

Connections does a great job of linking people information to content. You can see the interests of a particular person and go into the content they have created or see the information they have tagged. It is also tied into other applications like setting up an appointment and using a calendar application.

The next part of the demo was IBM’s intranet: On Demand Workplace. The start page blends company information pushed to her and other features that she has subscribed to. (I am a big fan of this approach, combining information you want to know about with information you are being told to know.)

Since we are a SharePoint firm, I am more focused on seeing what they have to say about SharePoint.

Lawrence Liu went into the Microsoft SharePoint demonstration. There is little customization other than the look and feel of the portal he showed. He went back and forth between the home page and the My Site. The My Site had a public view and a private view.

The colleague tracker shows updates to her colleagues. Colleagues are people that you elect to follow. The people search returns a list of people. You can then filter the results with a faceted filter.

He moved onto a SharePoint wiki. He added a third party tag cloud. He also added some custom columns.

The focus is for SharePoint to be a platform with lots of links to other applications. He also showed some of the connections into other Microsoft applications. It ties in nicely with lots of the Office 2007 applications. (Unfortunately my firm, like many other firms, are years away from moving to Office 2007. We just went to Office 2003).

Onto a deeper IBM demonstration. Since we have a Sharepoint, I only focused on interesting functions.

First was an audio pronunciation of someone’s name. That seems really easy to set up and am going to bring it back to my HR and web developers.

It is really to set up a community site. You can set up with a few clicks. They also easily allow you to pull in a socialtext wiki or a confluence wiki. You decide the name, description and security.

[Checked out to chat with Stephen Collins of Acidlabs. A few weeks ago he was willing to sell his soul to get to this conference. He does not look any worse for the wear having lost his soul and having traveled for 30+ hours from Australia.]

IBM has some social network analysis built into their people directory. Visually you can see clusters of connections. (The audience audibly wowed! It was quite impressive visually.) IBM piles lots of information around people to help people make connections and find internal expertise. The philosphy is to make it easy for people to connect with each other and to connect people to their content.

This is getting long, so I will stop here and start up a new post.

June 9, 2008

Pages and Sites in SharePoint 2007

Mark Miller of EndUserSharepoint.com published a guest blog post from me: Pages and Sites in SharePoint 2007 (Case Study). It shows some of the advantages of using multiple pages within a Sharepoint site.

June 6, 2008

Enterprise 2.0 Progress Report

In early April we rolled out Sharepoint 2007, upgrading our intranet platform from SharePoint 2003. I have been keeping track of the number of wiki pages and wiki libraries.

As of today we have:

wiki libraries: 8
wiki pages: 205

Progress has been a bit slow as we debated the wiki structure and security models. The notification system still has some problems and we want to get those fixed before we start pushing too hard.

April 28, 2008

Can Google Answer Your Question?

Can Google Answer Your Question?

One of the challenges of knowledge management is comparing the ability to find information inside the firm, against the ability to find information outside the firm.

Google, in its quest to organize all of our knowledge, has set the bar very high for us trying to organize all of our knowledge inside the firm.

One of the most common requests I get is: “Make it a Google-like search.” Obviously the information inside the firm is not organized in the highly linked and interconnected way of webpages that makes Google so successful.

But one of the keys in producing content and publishing content is how it comes back in a search for information. It is key in knowledge management to sit down like a regular person at the firm and try to the find the content you just produced. People are not willing to sit down and create a complex query or fill in a lot of fields to get an answer. They want to fill a few words into a simple search box and get results.

One of the new features of SharePoint is the ability of individual list items to be returned in search results. The SharePoint list function allows you to organize information in a structured way. For example, collecting a list of precedent acquisition agreements and noting specific characteristics. You can go into the list and filter for a particular set of results. Or, if the list is structured properly, you can just use the simple SharePoint search to return the individual items on the list.

There are questions that cannot be answered by Google and there are answers that cannot be answered by your intra-firm search. But we need to make sure that more and more questions can be answered.

Photo by snakeplisken.

April 17, 2008

Wikis in SharePoint 2007

Wikis in SharePoint 2007

The Firm has taken its second step into Enterprise 2.0 with the launch of our first wikis in SharePoint 2007:


Our first wiki was an import of our existing knowledge management wiki into the SharePoint platform. I wrote about that wiki in a previous post on Making Wikis Work – Success Factors. That wiki had been very successful on the external platform and I expect it will continue to be successful on the SharePoint wiki platform. There have already been several edits.

The downside to moving the wiki was that all of the links in the wiki broke. The links to our intranet were already broken as a result of the upgrade of the intranet from SharePoint 2003 to SharePoint 2007. Now the internal wikis links are broken.

We had debated on whether to move the wiki. The winning argument for the move was that “we need to eat what we cook.” If we are going to pitch the use of wikis in SharePoint, we needed to be using them ourselves.

We also launched a second wiki for managing HotDocs and our HotDocs templates. The vision for this wiki was to create the manual for each of the HotDocs templates and to share information among the HotDocs developers. The wiki page becomes the item returned on a search for the HotDocs template.


We found one great feature of wikis in SharePoint is their ability to combine structured and unstructured information on the wiki page. At the bottom of the image above you see the words “Template In Production.” I had created a new column/field in the wiki page library called “Template.” In the Template column I allowed for the choices of “In Production”, “Under Development” and “N/A.” You can edit the field right from the wiki page.

By adding the structured content we can also create views of the wiki page library to expose content, rather than having to rely solely on links in the wiki pages. In the image below, the sections labeled “HotDocs Templates”, “HotDocs Templates Under Development” and “HotDocs Wiki Recent Edits” are all separate views of the wiki pages library.

April 15, 2008

Blogging in SharePoint 2007

Blogging in SharePoint 2007

The Firm has taken its first steps into Enterprise 2.0. Using SharePoint’s blog platform we launched our first blog today. Mark Puzella, David Hosp and Robert O’Connell started their Trademark, Copyright and Trade Secrets Blog.


They put up four posts the first day and a had handful of comments. (The comments were mostly the authors trying out the comments feature on the blog.)

In early April, we upgraded our intranet to SharePoint 2007. The blog feature works great in SharePoint. Certainly you can’t add on the numerous widgets and other tools that you could with WordPress or Blogger. You can add categories to the posts. At first we thought you were limited to one category per post, but quickly found the setting to allow multiple categories per post.

Most of our planned uses for blogs are targeted at hosting firm announcements. It was great to have lawyers dive in and want a real law blog. I hope the Trademark, Copyright and Trade Secrets Blog will be a beacon showing other lawyers the power of blogging inside the enterprise. This may also lead to some external blogs.

April 1, 2008

Back to Work with a Present of SharePoint 2007

After a wonderful four weeks of paternity leave, I am back in the office working on our knowledge management projects.

As a welcome back present, the development team upgraded our intranet from SharePoint 2003 to Micrososoft Office Sharepoint Server 2007. Unfortunately, they are still working on a few permission and editing issues which is keeping us from starting our Enterprise 2.0 projects. (I feel like a dog with a bone on the end of my nose, just waiting for the boss to say go so I can snatch it and eat it up.)

The delay is giving me some time to prioritize my projects. I think first up will be “wiki-fying” my multi-state conveyance database. This was one of my first knowledge management projects on the first generation of our intranet. There is a certain poetry to it being the first Enterprise 2.0 project.

The multi-state conveyance database is our collection of real estate practices, procedures, forms, transfer tax, mortgage tax, precedents and previous matters for each state. Obviously some states have lots of information and some have very little information (Sorry Wyoming!). Its not really a database. Its a collection of webpages hosting the content. They have been notoriously difficult to edit and keep up to date. Equally hard has been letting interested people know about new and updated information. By converting this to a wiki, it should be easier for the entire group to add to and edit the content. It will also be easier to see the changes, verify information and alert the real estate group to new information.

Expect to hear more about our journey into Enterprise 2.0.

February 22, 2008

Managing Social Networking with Microsoft Office SharePoint Server 2007

Managing Social Networking with Microsoft Office SharePoint Server 2007


Eric Charran published his whitepaper on: Managing social networking with Microsoft Office SharePoint Server 2007.

The whitepaper points out a few ways that SharePoint can be used to expose more information about a person inside the firm. It does not provide the level of interaction or a flow information as powerful as Facebook.

SharePoint does provide a nice platform for exposing more information about the person by pulling information from multiple systems. In particular, I think the use of the techniques and tools discussed in the whitepaper can be used to exposed internal expertise.