TechFuse - Enhanced interactions using SharePoint and Lync
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This document outlines a session on enhancing interactions using SharePoint and Lync. The agenda includes an overview of what each product is and how they can work together. The presenters are Brian Caauwe, a SharePoint consultant and speaker, and Doug Splinter, VP of Sales Engineering. The session will cover out of the box integrations between SharePoint and Lync as well as examples of enhanced integrations through development. There will also be a demonstration and question/answer portion.
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TechFuse - Enhanced interactions using SharePoint and Lync
- 1. Brian Caauwe, Sr. Consultant Doug Splinter, VP Sales Engineering 05.17.2012 Enhanced Interactions using SharePoint and Lync
- 2. Session Agenda • What you need to know • Lync Interactions • SharePoint Interactions • Better together • Q&A
- 3. Who are we? • Brian Caauwe – SharePoint Consultant & Speaker • Email: bcaauwe@avtex.com • Twitter: @bcaauwe • Blog: http://blog.avtex.com/author/bcaauwe • Doug Splinter – VP Sales Engineering • Email: dsplinter@avtex.com • Twitter: @dsplinter • Blog: http://blog.avtex.com/author/dsplinter
- 4. Quick Poll • SharePoint Version – 2007 – WSS, MOSS – 2010 – SPF, Server, FAST • Lync Version – OCS – 2010 • Work Roles – SharePoint Administrator – SharePoint Developer – Lync Administrator – Lync Developer – Business User – Other
- 5. What you need to know
- 6. What is SharePoint The Business Collaboration Platform for the Enterprise and the Web
- 7. What is SharePoint • Modular system • Acts as a repository for storing and managing content (documents, web) • Accessing content from other systems (data, web services) • Provides a secure environment for users and content • Can be customized / configured (layout, look and feel, functionality) to meet many different scenarios • All accessed via a browser
- 8. What is SharePoint How is SharePoint Used • Intranet – Portal – Collaboration – Social Networking – Business Intelligence
- 9. What is SharePoint How is SharePoint Used • Extranet – Collaboration – Marketing Platform
- 10. What is SharePoint How is SharePoint Used • Public Internet – Corporate Website – Online Marketing – Product Catalog
- 11. What is Lync • Single Interface • Supports presence, IM, voice, web, audio and video conferencing • Highly Available and Secure • Integration • Plus much more – http://lync.microsoft.com
- 12. What you need to know Out of the Box – People Search • SharePoint – My Site Host – Search Service • Lync
- 13. What you need to know Out of the Box – User Images • SharePoint – My Site • Lync – Default Image – Corporate Image – Public Image
- 14. What you need to know Out of the Box – Notifications • SharePoint – Email / SMS • Lync – IM – Email – Phone Call – Voicemail
- 15. What you need to know Out of the Box – Status Messages • SharePoint – My Site • Lync – Personal Note
- 17. Lync Interactions People Search • Named Search • Skills Search – Use with SharePoint People search • New-CsClientPolicy / Set-CsClientPolicy – SPSearchCenterExternalURL – SPSearchCenterInternalURL
- 18. Lync Interactions User Images • Pulled from Active Directory – thumbnailphoto attribute • Populate from SharePoint – User Profile Service Application – Auto resizing of images • Also consumable by Exchange / Outlook
- 19. Lync Interactions Contact Card • View MySite – wWWHomePage attribute – First time visit to My Site • Browse Organization – Populated from AD
- 21. SharePoint Interactions Basic Integrations • Presence – Web Application setting – ActiveX control name.dll • Office Web Applications (Co-Authoring) – In the Browser • Excel • OneNote – In the Client • Word • PowerPoint • OneNote
- 22. SharePoint Interactions Enhanced Integrations • My Site – User Profile Service Application • Export to thumbnailphoto • Permissions – Create Child Objects (this object and all descendants) – Write All Properties (this object and all descendants) • Creates three image sizes (S, M, L)
- 23. SharePoint Interactions Development Integrations - Workflows • Nintex – Find Users by Status – Get User Status – Lazy Approval – Send Notification • Delivery Type :: IM • Avtex PIM and Lync UCMA extension services – Adds state updates and multi-media alerts
- 24. SharePoint Interactions Development Integrations - Status synchronization • Lync Personal Note • SharePoint My Site Status • Synchronization process – Lync API • Microsoft.Lync.Model • Microsoft.Lync.Utilities – User Profile web service
- 25. DEMO
- 26. MS Lync and SharePoint Basic whiteboard AD PSTN SharePoint Collaboration, Publishing, Workflows, Exchange BI/Dashboards, Search Core Email and Unified Messaging Cloud SIP Gateway Custom Apps Services (Speech IVR, web, etc.) Internet MS Lync Core Presence, IM, Collaboration, MS SQL MS TMG/UAG Conferencing and Voice Services Database Firewall MS Lync Edge Whiteboard Completed
- 27. Minnesota SharePoint User Group • 2nd Wednesday of the Month • 9:00 – 11:30 AM • SharePoint resources and links • Meeting Schedule • Past User Group Presentations • This Presentation • Next Meeting – 6/13 • SharePoint Integrations www.sharepointmn.com
- 28. Microsoft UC User Group of MN • 3rd Thursday of the Month • 8:30 – 11:00 AM • UC resources and links • Meeting Schedule • Past User Group Presentations • This Presentation www.msucug.org • Next Meeting – 6/21 • E911 and High Availability
- 29. Q&A
- 30. How to reach us • Brian Caauwe – Email: bcaauwe@avtex.com – Twitter: @bcaauwe – Blog: http://blog.avtex.com/author/bcaauwe • Doug Splinter – Email: dsplinter@avtex.com – Twitter: @dsplinter – Blog: http://blog.avtex.com/author/dsplinter
- 31. References • Brian’s Blog – http://blog.avtex.com/author/bcaauwe • Doug’s Blog – http://blog.avtex.com/author/dsplinter • TechNet – http://technet.microsoft.com/en- us/library/gg398806.aspx • User Groups – SharePoint: http://www.sharepointmn.com – Unified Communications: http://www.msucug.org
Notas del editor
- SharePoint is a true platform. It has base functionality built on the .NET framework however SharePoint shines when used in conjunction with other platforms like Lync.
- What is SharePointModular System: all functionality is pushed through feature sets. You can choose which features you want, or create your own using Visual Studio and .NETActs as a repository: Store documents, pages, links, and more in SharePoint. Use the out of the box content management features to eliminate IT as the content manager bottleneckAccess content from other systems: Using features like Business Connectivity Services and the .NET framework, SharePoint can be your presentation platform for line of business dataSecure Environment: Use your own credential stores. Active Directory, .NET SQL authentication, ADFS, SAML claims… your choice on authenticationCustomization: Make SharePoint look the way you want using standards based on Master Page / Page Layout functionality in .NETBrowser based: Access your environment through the browser of your choice. Accessible outside of your network over secure HTTPS
- Intranet PlatformPortal: Company portal to share information across the company… Use audience targeting and security trimming to show only the content that is most valuable to the current userCollaboration: Share information between users, departments and systems. Active collaboration in actionSocial Networking: Communities features such as My Sites enable you to follow the activities of a person or content in and out of the system with activity feedsBusiness intelligence: Visualize your line of business data with PerformancePoint, Reporting Services and KPI’s
- ExtranetCollaboration: Secured platform to share / tag information with external clients, partners, vendorsMarketing Platform: Specialized access for doing business with you. Targeting what you know about the external user to drive further business
- Public InternetCorporate Website: Publically available anonymous website access. Use the same web content management features used internally to promote your business outside your four wallsOnline Marketing: Event driven, platform based web sites for public consumptionProduct Catalog: Connect to line of business information to promote your products and potential integrations to drive commerce
- What is LyncSingle interface to connect with the people you work withIM, Voice, Video, Sharing and conferencing
- People SearchSharePoint: Server allows you to find people through the My Site and Search Service functionality. The more people populate, the easier it is to find them.Lync: Find people based on name
- User ImagesSharePoint: Server allows corporate or users to set My Site images that are used throughout the system including the organizational browserLync: Administrators and users can define what picture options are available.
- NotificationsSharePoint: Alert functionality with e-mail and SMS options as a delivery mechanismLync: Instant messaging, email, phone calls and voice mail direct you to the appropriate medium to connect with an individual
- Status MessagesSharePoint: Server enables My Site functionality where you can have a secured medium to show others what you are up to, and follow information that you are aboutLync: Out of the box personal note allows you to share what you are up to and be kept in the loop with others through the activity feed
- People SearchNamed Search: no additional configuration requiredSkills Search: Integrate with SharePoint people search using PowerShell. Make sure if you enable this, that if people do not have access to SharePoint search, users won’t be able to find people through Lync
- User ImagesCorporate image will automatically consume from Active Directory from the thumbnailphoto attributePreferred method for getting the “right” size is to use SharePoint’s User Profile service as a publishing platformThe thumbnailphoto attribute is also available for consumption through Microsoft Outlook and other Microsoft platforms.
- Contact CardView My Site: Available if wWWHomePage attribute is populated. Links directly to a SharePoint My SiteBrowse Organization: Dependent on the organization fields such as Manager. The more you populate AD, the more it feeds into most Microsoft platforms
- Basic IntegrationsPresence: Turned on by default, but configurable through Central Administration. For public (anonymous) sites, consider disabling to suppress the ActiveX prompt for name.dllCo-Authoring: With the additional installation of Office Web Applications, users can co-author content in Excel and OneNote in the browser. Using Office 2010, users can already co-author content in Word, PowerPoint and OneNote if opened from a shared storage. Multiple places to identify who else you are working on a document with.
- Enhanced IntegrationsMy Site User Photos: SharePoint Server 2010 can now push information back to Active Directory with the User Profile Service Application. In conjunction with the My Site features, enable users to choose their own image, or control images from a central repository by using PowerShell to push them to the user profiles. SharePoint automatically creates the appropriate size. In order to export to AD, make sure your sync account has Create Child Objects and Write All Properties along with Replicate Directory Changes for initial sync permissions.
- Development IntegrationsWorkflow: 3rd party plug-ins with Nintex have out of the box actions to find users, get their status, lazy approval and send notifications through IMCustom Web Services: Avtex PIM and Lync CUMA web service can be called to set a users status and availability along with other multi-media alerts
- Development IntegrationsUsing the Lync API and SharePoint web services you can create a UCMA application or win forms app to push your Lync Personal note to your My Site status. No direct event handler in SharePoint to push the other way in real time. Batch SharePoint status pushes using the change log
- DemosDocument Co-Authoring (in the browser with Excel)Nintex workflow for “who is available”Nintex workflow to set your status when you pick up an IMWorkflow notification which calls you when you are NOT availableUser Profile image sync
- All of the technical items we talked about today and how they play together to enhance your interactions