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Posts Tagged ‘Office 365’

New Additions to Delve

This post goes one level further in showcasing features within Office 365 which makes day in life more productive (Read the previous post in this series)

In order to get more background on Delve, read my previous articles here

1. Delve

2. Everything about Delve

3. How Delve makes life easier

4. Global Rollout

“Check out your personalized feed of relevant documents. What you see is based on what you and your colleagues are working on. You can easily find colleagues to learn more about them and what they’re working on. Type your name now to see your own page”

This is what it says when you first sign in to Delve. The focus here is around the most important assets for any organization, “People”. Delve is more than just search. It brings over the content and people you have been working with, content and people trending around you, and it does so by learning your behavior over time. I bring here few quick nuggets of information which can help with your everyday work.

Can’t seem to remember the document(s) you’ve been working on or worked on in the past month or so? Go to Delve and select “Me” on the left panel.

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Do you miss the organization chart from MySite in the past? Select “Profile” and you see their contact information, organization chart, OneDrive, blog information etc.

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Want to find what your coworker is working on? Get to someone’s profile from Delve screen by searching with their name

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Note: Security is still very much respected and others won’t see the content if permissions don’t allow. Here is a message on your Delve home screen to confirm

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All this is fine but you are a mobile worker and this alone does make the cut for you. Looking for similar experience on mobile devices? Look no further

Note: mobile app only available on android and iPhone

Delve1  Delve2Delve3Delve4

Office 365 – Script to Change UPN between Federated Domains

Nothing too fancy in this post, just a quick script that can help make a nuisance of a task easier…

There’s been a long-standing issue with Office 365 where you cannot change a user’s userPrincipalName (UPN) from one federated domain to another. As an example, if you have federated the domains “company-a.com” and “company-b.com”, changing a user’s UPN suffix between the two will fail.

Given the practice of matching the user’s UPN to their primary email address, it’s feasible that you’ll run across this change at some point, especially in larger environments with many federated domains and people that move between business units.

When attempting to make the UPN change, the tenant’s technical contact will receive a “Directory Synchronization Error Report” email which contains the new userPrincipalName and the user’s immutableID.

In order to remediate the issue, we need the user’s old userPrincipalName; the script below helps with getting the proper value and making the necessary change.
Read the rest of this post »

Enterprise Social Success: Smart Governance to Encourage Adoption

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Here at Perficient, we have some real Yammer all-stars, and I have no doubt they’re a big part of the reason we have such a vibrant and active enterprise social network. For example, one Yammer group I am a part of for partner marketers, has brought our team much closer together and allowed us to share countless numbers of ideas, best practices and successes, or simply to ask for advice and get feedback. Before sending an email, I try to ask myself – is this better suited to share on Yammer? A lot of the time, it is. Or, we have a new project and the project team is going back and forth via email – Yammer makes a lot more sense, and it’s quick and easy to spin up a new group for this purpose.

For success and self-sustaining engagement with an enterprise social platform such as Yammer, it’s important to include certain steps on your “social journey,” as Rich Wood demonstrated at the start of a recent webinar, “Succeed with Yammer: Encouraging Adoption with Smart Social Governance.” Paying careful attention to governance, defining use cases, planning for communication and training activity, and creating an internal change champion network are all critical components to achieving this success.

In terms of governance, Rich explained that WHY you are using Yammer drives HOW you choose to govern it. SharePoint is all about document collaboration, and Yammer… not so much. Yammer is about social collaboration – it’s all about the people.

After reviewing different governance controls and options, as well as analytics, Rich passed to torch to Joe Crabtree, who covered how to mobilize your network. Joe discussed the importance of identifying a community manager and the role that individual needs to play. Next, he talked about your team of change champions, and how to gain executive presence on your enterprise social network. Lastly, Joe discussed the best ways to grow, moderate and engage your network. Read the rest of this post »

Top Tips for SharePoint Success

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This guest post is brought to you by our friends and partner, K2. For more than a decade, K2 has been helping customers rapidly transform their companies with applications that connect the right people to the right information and work. With offices and distributors all over the globe and a powerful partner network, more than a million users in 40 countries rely on K2 to streamline operations, save money and reduce risk. You can learn more by visiting www.k2.com.

Many organizations are upgrading to the newest versions of SharePoint and Office 365. As this migration moves across enterprises and industries, more and more users are running into upgrade challenges.

A recent survey, conducted by K2 and AIIM, discovered some of the biggest issues organizations have experienced with SharePoint 2013. Here are four top issues:

Businesses Want More Out of SharePoint

  • “Expanding the use of SharePoint for more business processes” was a top concern for SharePoint administrators.
  • Despite improvements in the standard feature set, 67% still see third-party products as important for process and records management activities.
  • Workflow and Business Process Management (BPM)-related solutions are a top expected area of investment in supplemental technology.

Driving End User Adoption of SharePoint is Tough

  • The majority of organizations cited end-user adoption as the number one ongoing issue with SharePoint.
  • Less than half of SharePoint users are considered “active” by the majority (64%) of organizations.
  • “Unified interfaces” is the top area of planned implementation using third party technology.

Read the rest of this post »

Office 365 – Why You Need to Understand ImmutableID

As part of planning for your identity with Office 365, it’s important to understand the concept of the “ImmutableID”. By definition, “immutable” means “unable to be changed” which should be sufficient warning that this is something you need to take time to plan properly.

In spite of your planning, your organization could become involved in an unexpected merger, acquisition or divestiture that requires you to make changes to your Active Directory environment; this can have downstream impact to the ImmutableID and thus Office 365.

If you use Directory Synchronization with Office 365 and are looking at a future Active Directory migration project, it’s critical that you understand ImmutableID.

Below are some important concepts to understand around ImmutableID and potential ways to address it as part of Active Directory changes.
Read the rest of this post »

Advanced Content Targeting in SharePoint – Part 3

This is the third post in this series. In the last two posts (here and here), we implemented a custom token for the logged in user which filters incoming content in the search index based on the user’s profile attributes, and then creating display templates to render custom result URLs. Today we will dive into
extending this concept to the search results hover panel.

Scenariosearching_stick_figure_800_clr_1813
An internal portal accessed by employees and contractors in three dozen locations comprising of countries and/or regions. Authoring takes place in a separate content site and content is rendered on the publishing site. All content is targeted with three important profile attributes –
a. Location (comprises of country and it’s region)
b. Role
c. Business Unit

Each piece of content/link takes the user to the publishing site keeping authoring unexposed to the end user. What this means for search results is
1. The results should be targeted based on user profile properties (mentioned above)
2. Customizing search results URL to point to publishing site
3. Customizing hover preview to display publishing pages (instead of the authoring site content pages)
4. Customizing Control template to implement custom paging

The focus of today’s article will be #3. When SharePoint 2013 came out, the focus was primarily on making sure each result is quick and easy to find and read, while still displaying as much relevant information as possible to the end user.
When the user wants to learn more about a result, they hover their cursor over that result to see the hover panel dialog box.  The hover panel contains rich metadata that enables users to investigate a result more thoroughly, without having to click through and load the document. Hover Panel is broken into three sections
a. Header
b. Body
c. Footer Actions
The files which provide these sections are *HoverPanel.js , *HoverPanel.html, and then html and JS file for each of the following: *HoverPanel_Body, *HoverPanel_Actions, *HoverPanel_Header. These files could be found in the /search center site Master Page gallery.

In order to display the publishing site page in the hover preview we’ll need to make few changes to the OOB hover panel. Let’s start with making a copy of the “Item_DefaultHoverPanel_Actions.html”. This ensures keeping our customization separate.

Step 1
Update the managed property mapping section with our custom properties. In this case RefinableString00 and RefinableString01

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Step 2
Snippet to build the linkURL. This linkURL points to the publishing site (instead of authoring)

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Step 3
Render the hover panel header

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Step 4
Render the body section

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Step 5

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Towards the end of the above DIV block, add this snippet to enable rendering of your custom preview

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A Day in the Life of an Office 365 User

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Office 365 comprises of a lot of services and features which can be overwhelming for an end user. More often than not, we hear concerns from organizations and individual users of how roll out of new products and technologies fail. I do not see this as a technology problem, rather a communication and change management issue.

At Perficient, we deal with this day in and day out and understand the importance of a successful roll out. Any big technology implementation requires a significant investment (time and effort) towards creating and utilizing process, training, and governance. It’s not just big talk, but an extremely important undertaking when moving your platform to the cloud (Office 365).

When we look at a typical day in life of an end user from the time they start their day to the time they shut down their devices (and brains), they go through their emails, work on documents, involve in conversations (phone or messaging), search for content, and much more. Office 365 connects all of these tasks and make it seamless so it’s tightly interwoven. In this post I will take the opportunity to showcase few of these scenarios and demonstrate how a day would look like for an office 365 user. Read the rest of this post »

Global Rollout for Office Delve

colored_paper_shutterstock_wordpressFor quite some time I have been sharing my experiences and knowledge around the new Office Graph app (utilizing machine learning) called Delve. It’s great to know that this feature is now public for all Office 365 business subscribers globally. Until now it was only available for “First Release” customers and but everyone who wishes to take benefit of this intelligent new feature can now do so.

I’ll give a quick recap of what Delve encompasses. Delve is always proactively surfacing content from across Office 365. It assists you to discover content from various Office 365 streams including SharePoint Online team sites and OneDrive for Business, Office 365 video portal, and Yammer shared links, and most importantly, email.

Here are some articles which will help you gain more understanding around this cool feature.

  1. Delve
  2. Everything you need to know
  3. Make your life easier
  4. Office announcement

 

Happy Delving!!

 

Advanced Content Targeting in SharePoint – Part 2

This post is a continuation of my previous blog post explaining advanced content targeting using SharePoint search. We saw earlier how to implement a custom token for the logged in user which filters incoming content in the search index based on the user’s profile attributes. Today we are going to look into creating display templates to render custom result URLs. Before we begin let’s refresh our memory with the scenario here

Scenario

An internal portal accessed by employees and contractors in three dozen locations comprising of countries and/or regions. Authoring takes place in a separate content site and content is rendered on the publishing site. All content is targeted with three important profile attributes -

a. Location (comprises of country and their region)
b. Role
c. Business Unit

Each piece of content/link takes the user to the publishing site keeping authoring unexposed to the end user. What this means for search results is

1. The results should be targeted based on user profile properties (mentioned above)
2. Customizing search results URL to point to publishing site
3. Customizing hover preview to display publishing pages (instead of the authoring site content pages)
4. Customizing Control template to implement custom paging

Solution

In the previous post we covered #1 above. This post will focus on #2.

By default all the search results points the user to the actual authoring pages which is (in this case) sitting in a separate site. Because the authoring site (usually) does not have any branding or targeting enabled, we do not want our users to lose their place in the navigation. In order to avoid that we came up with top level category pages with each of them having sub category sections which render page content from the authoring site. So in essence the publishing site URL for any piece of content will look like this: http://inranetportal.com/pages/[categoryname].aspx#[subcategory]. The hash tag in the URL is to enable anchor links (bookmark) feature. It’s not relevant in this context so we’ll leave it out.

1. We declare the managed property mappings – Here we used RefinableString0 and RefinableString1 to map the category and sub category metadata fields.

dt1

2. Build a custom linkURL

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3. This leads us to the html section to render the linkURL

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4. And this is how the result URL look like

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Webinar Recap: @PIH Uses Office 365 for Global Collaboration

Last week,Partners In Health Office 365 we were very fortunate to have one of our customers, Partners In Health (PIH), join us for a webinar. If you are not familiar with PIH, it’s a Boston based non-profit global healthcare organization with a mission to provide a preferential option for the poor in healthcare. PIH works with sister organizations that are based in settings of poverty to bring the benefits of modern medical science to those most in need, and also, to serve as an antidote to disappear.

Dave Mayo is a 25 year veteran of the technology industry, and for the last two years, Dave has been leading technology for Partners in Health. Together with Kent Larson, Director within Perficient’s Microsoft practice, and David Chapman, Director of Change Management within our Management Consulting practice, the three speakers spoke about the global deployment of Office 365 at PIH.

Many successful non-profits run lean, and PIH is no exception. Putting money back into the field for ten years equated to ten years of neglected technology. As Dave stated during the session, the non-profit organization was using decade-old hardware, which was failing, and failing fast. This was also spread across three email platforms. To add to that, email is mission critical for PIH… essentially a life and death type of application. PIH chose to partner with Microsoft and implement Office 365. Together, Perficient and Partners In Health have worked to successfully deploy Office 365 in some of the most remote areas of the world – think Malawi, Liberia, Rwanda.

It was a fantastic session from start to finish, and I encourage anyone interested to check out the replay here. You can also review the case study, which focuses on the Change Management aspect of the project.

To learn more about Partners In Health, visit www.pih.org.

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