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Integrating 
Yammer with 
SharePoint 
Navigating the Options 
SOC 204 
SharePoint Fest Denver – 2014 
Bill Ryan – Microsoft Enterprise Architect
Agenda 
 About ECS Team 
 About Me 
 A Brief History of SharePoint Social 
 The SharePoint Social Dilemma 
 Should You Move to Yammer? 
 Should You Use OOB SharePoint Social and Yammer? 
 How Do You Migrate? 
 Making Yammer Work in Production 
 What Does the Future Hold? 
 Demo 
 Questions
About ECS Team 
Founded in 1999 by consultants with strength 
in large system delivery 
Over 120 consultants and growing 
Headquartered in Greenwood Village, CO 
Microsoft Gold Partner 
Microsoft BCSP Partner 
Microsoft Cloud Partner
About Me 
Broad IT career spanning 22+ Years 
Collaboration Specialist since 2006 
Social Collaboration Blogger & Writer 
CMSWire.com 
PracticalCollaboration.blogspot.com 
Microsoft Certified IT Professional 
Microsoft BCSP Certifications 
LOB+Search 
Power BI 
Certified Yammer Community Manager 
Twitter: @BillRyan61 
Email: bryan@ecstream.com
“Social collaboration turns systems of record 
into systems of engagement ” 
“Social transforms document centric sites into 
people centric platforms”
A Brief History of Social in SharePoint 
Discussion boards 
were introduced into 
SharePoint 2003 
2003 
Blogs, Wikis and My 
Sites in SharePoint 
2007 started to set up 
the social collaboration 
story 
SharePoint 2013 
enhanced the social 
features with upgraded 
micro-blogging, tags, 
and the follow concept 
(follow anything) 
Microsoft integrates 
Yammer into 
SharePoint 2013 and 
SharePoint Online 
(Office 365) 
2014 
Microsoft acquires 
Yammer for $1.2B 
SharePoint 2010 
added social tags, 
note boards, and 
micro-blogging to 
extend the social 
features
The SharePoint Social Dilemma 
 Organizations are struggling with what to do about Social in 
SharePoint 
 Should we move to Yammer? 
 Should we keep using OOB SharePoint Social? 
 Use both? 
 How do we migrate? 
 What about SharePoint Online? 
 What about SharePoint 2013 On-Prem? 
 What about SharePoint 2007 and 2010? 
 Can you integrate Yammer into legacy versions?
Should You Move to Yammer? 
 It depends on what your situation is… 
 If you’re heavily compliant and can’t use the cloud then 
stay with the OOB social features 
 There are several third party on-prem social 
solutions that are still available 
 Sitrion (formerly NewsGator) is still a viable 
solution 
 Beezy – Similar to Sitrion 
 If you’re not bound by compliance then what is your 
propensity for using the Cloud? 
 Many companies are employing a wait and see 
approach 
Many are embracing it openly 
If you are open to using the Cloud then 
integrate Yammer into SharePoint…!!!
Should You Use SharePoint OOB Social and Yammer? 
 Many organizations are using both…!!! 
 In a recent survey – 65% of companies using Yammer 
and SharePoint have kept both in place 
 You don’t have to rip and replace 
 You can use the On-Prem social features and use the 
Yammer feed in place of the SharePoint feed 
 If you don’t want to use both - you have to decide 
how far you want to go 
 Rip out the Activity Feed? 
 Remove the SharePoint Follow feature? 
I recommend leaving the social features in 
SharePoint 2013 alone and adding Yammer as the 
default Social Activity Feed…!!!
How Do You Migrate to Yammer? 
 Many organizations are struggling to manage the migration 
process 
 Unfortunately there isn’t an easy way to do this 
 If you migrate your existing On-Prem Activity Feeds to 
Yammer you have to do this manually. 
 You’ll have to re-create the groups in Yammer and then 
move the conversations over 
This is a very arduous process… Think long and hard 
about doing this…!!! 
+
What Does the Future Hold? 
Yammer + SharePoint Roadmap 
Today 
Basic Integration 
Web Parts 
Apps 
Embed 
Tomorrow 
Deeper Connections 
Documents 
Feeds 
Identity 
Future 
Connected Experiences 
New experiences that 
combine social, collab, 
email, instant 
messaging, voice, and 
video 
We Are 
Here
Making It Work
Making Yammer Work in Production 
 Use DirSync to add AD Users to Yammer 
 http://technet.microsoft.com/EN-US/library/dn457819.aspx 
 Remember – Yammer and SharePoint use different authentication stores for now 
 Users will have to maintain passwords in AD and Yammer 
 The Authentication Stored will be integrated in the future 
 Create a Yammer Group Per SharePoint Site 
 Sometimes the Group Link will break 
 You’ll need to reset the Group ID on the App or Web Part 
 You may see your Group Posts go to the All Company feed when this happens 
 Remember that Documents can be stored in the Yammer Feed 
 You’ll have to figure out how to manage document versions and when they need to 
be stored in SharePoint 
 You’ll need to define the Best Practice that works for your organization
Use Cases 
 Project Delivery 
 Project Sites where teams 
collaborate 
 Yammer feed enables discussion 
 Ask the Team questions 
 Collaborate on deliverables 
 Customer Facing Sites 
 Allow the customer to engage in the 
conversation 
 Capture requirements 
 Conduct Polls 
 Discuss features 
 Show Product Status 
 Sales can engage the Customer 
 Customer Support 
 Sites where Product teams collaborate with 
Customers 
 Similar to YCN 
 Have the Community answer Questions 
 Capture customer feedback 
 Executive Collaboration Sites 
 Allow the Executives to engage in 
conversation 
 Discuss issues in near real-time 
 Collaborate on business plans 
 Report on Operational Performance 
 Integrate BI into the Site
Demo
Questions
Yammer + SharePoint 2013 (Office 365) How To 
 Setup Steps 
 Select the Yammer App from the Store 
 You must be a site collection admin to add it from the store 
 Add the Yammer Feed to your SharePoint Site 
 Modify the Web Part and change the Group ID to match the Yammer 
Group 
 Sign into Yammer with your Yammer username and password 
 Choose the Yammer Feed you want to show on the site 
 You can adjust the height of the Yammer feed to present more of the 
conversation on the SharePoint Site by editing the App properties 
 A height of 1049 pixels by 800 pixels works well
Yammer + SharePoint 2013 On-Prem How To 
 Setup Steps: 
 Download the Yammer App from the SharePoint Store 
 You must have an App Domain connected to the SharePoint Store 
You must enable access to the store at the Farm level before you can 
download 
 Add the App to the App Library (Must be a Farm Admin) 
 Add the Yammer App to your SharePoint Site (Must be a Site Collection Admin) 
 Create the Yammer Group (if it doesn’t already exist) 
 Connect the App to the Yammer Group 
 Modify the Web Part and change the Group ID to match the Yammer Group 
 Have users log in to Yammer through the App on the Site
Yammer + SharePoint 2010 How To 
 Setup Steps: 
 Download the Web Part Zip File from Yammer 
 https://about.yammer.com/success/wp-content/ 
uploads/sites/13/Yammer.SharePoint_2010_v3-1-4.zip 
 Download the Admin Guide 
 https://about.yammer.com/success/wp-content/uploads/sites/13/Yammer_SharePoint- 
3.0_Admin_Guide.docx 
 Add the Solution to the Farm (must be a Farm Admin) 
 Deploy the Solution to SharePoint 
 NOTE: You must deploy the solution to the Central Administration Web Application and the 
User Web Applications 
 The Web Part will now be available in the Web Part Gallery 
 Add the Web Part to the Site 
 Create the Yammer Group (if it doesn’t already exist) 
 Connect the Web Part to the Yammer Group 
 Modify the Web Part and change the Group ID to match the Yammer Group 
 Have users log in to Yammer through the Web Part 
 Note: SharePoint 2007 Web Part no longer supported 
 You could use the Yammer Embed feature…!!!
Yammer + SharePoint Embed How To 
 Setup Steps 
 Go to the Yammer Site (browser) and click on the “embed this group on your 
site” 
 Copy the Java Script Code in the Window 
 Edit your SharePoint site 
 Go to the section you want to add your Yammer Feed 
 Click on the Embed Button on the Ribbon 
 Paste the Java Script into the script box 
 Sign into Yammer with your Yammer username and password 
 You can adjust the height of the Yammer feed to present more of the 
conversation on the SharePoint Site by editing the App properties 
A height of 1049 pixels by 800 pixels works well

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Share point fest presentation v3

  • 1. Integrating Yammer with SharePoint Navigating the Options SOC 204 SharePoint Fest Denver – 2014 Bill Ryan – Microsoft Enterprise Architect
  • 2. Agenda  About ECS Team  About Me  A Brief History of SharePoint Social  The SharePoint Social Dilemma  Should You Move to Yammer?  Should You Use OOB SharePoint Social and Yammer?  How Do You Migrate?  Making Yammer Work in Production  What Does the Future Hold?  Demo  Questions
  • 3. About ECS Team Founded in 1999 by consultants with strength in large system delivery Over 120 consultants and growing Headquartered in Greenwood Village, CO Microsoft Gold Partner Microsoft BCSP Partner Microsoft Cloud Partner
  • 4. About Me Broad IT career spanning 22+ Years Collaboration Specialist since 2006 Social Collaboration Blogger & Writer CMSWire.com PracticalCollaboration.blogspot.com Microsoft Certified IT Professional Microsoft BCSP Certifications LOB+Search Power BI Certified Yammer Community Manager Twitter: @BillRyan61 Email: bryan@ecstream.com
  • 5. “Social collaboration turns systems of record into systems of engagement ” “Social transforms document centric sites into people centric platforms”
  • 6. A Brief History of Social in SharePoint Discussion boards were introduced into SharePoint 2003 2003 Blogs, Wikis and My Sites in SharePoint 2007 started to set up the social collaboration story SharePoint 2013 enhanced the social features with upgraded micro-blogging, tags, and the follow concept (follow anything) Microsoft integrates Yammer into SharePoint 2013 and SharePoint Online (Office 365) 2014 Microsoft acquires Yammer for $1.2B SharePoint 2010 added social tags, note boards, and micro-blogging to extend the social features
  • 7. The SharePoint Social Dilemma  Organizations are struggling with what to do about Social in SharePoint  Should we move to Yammer?  Should we keep using OOB SharePoint Social?  Use both?  How do we migrate?  What about SharePoint Online?  What about SharePoint 2013 On-Prem?  What about SharePoint 2007 and 2010?  Can you integrate Yammer into legacy versions?
  • 8. Should You Move to Yammer?  It depends on what your situation is…  If you’re heavily compliant and can’t use the cloud then stay with the OOB social features  There are several third party on-prem social solutions that are still available  Sitrion (formerly NewsGator) is still a viable solution  Beezy – Similar to Sitrion  If you’re not bound by compliance then what is your propensity for using the Cloud?  Many companies are employing a wait and see approach Many are embracing it openly If you are open to using the Cloud then integrate Yammer into SharePoint…!!!
  • 9. Should You Use SharePoint OOB Social and Yammer?  Many organizations are using both…!!!  In a recent survey – 65% of companies using Yammer and SharePoint have kept both in place  You don’t have to rip and replace  You can use the On-Prem social features and use the Yammer feed in place of the SharePoint feed  If you don’t want to use both - you have to decide how far you want to go  Rip out the Activity Feed?  Remove the SharePoint Follow feature? I recommend leaving the social features in SharePoint 2013 alone and adding Yammer as the default Social Activity Feed…!!!
  • 10. How Do You Migrate to Yammer?  Many organizations are struggling to manage the migration process  Unfortunately there isn’t an easy way to do this  If you migrate your existing On-Prem Activity Feeds to Yammer you have to do this manually.  You’ll have to re-create the groups in Yammer and then move the conversations over This is a very arduous process… Think long and hard about doing this…!!! +
  • 11. What Does the Future Hold? Yammer + SharePoint Roadmap Today Basic Integration Web Parts Apps Embed Tomorrow Deeper Connections Documents Feeds Identity Future Connected Experiences New experiences that combine social, collab, email, instant messaging, voice, and video We Are Here
  • 13. Making Yammer Work in Production  Use DirSync to add AD Users to Yammer  http://technet.microsoft.com/EN-US/library/dn457819.aspx  Remember – Yammer and SharePoint use different authentication stores for now  Users will have to maintain passwords in AD and Yammer  The Authentication Stored will be integrated in the future  Create a Yammer Group Per SharePoint Site  Sometimes the Group Link will break  You’ll need to reset the Group ID on the App or Web Part  You may see your Group Posts go to the All Company feed when this happens  Remember that Documents can be stored in the Yammer Feed  You’ll have to figure out how to manage document versions and when they need to be stored in SharePoint  You’ll need to define the Best Practice that works for your organization
  • 14. Use Cases  Project Delivery  Project Sites where teams collaborate  Yammer feed enables discussion  Ask the Team questions  Collaborate on deliverables  Customer Facing Sites  Allow the customer to engage in the conversation  Capture requirements  Conduct Polls  Discuss features  Show Product Status  Sales can engage the Customer  Customer Support  Sites where Product teams collaborate with Customers  Similar to YCN  Have the Community answer Questions  Capture customer feedback  Executive Collaboration Sites  Allow the Executives to engage in conversation  Discuss issues in near real-time  Collaborate on business plans  Report on Operational Performance  Integrate BI into the Site
  • 15. Demo
  • 17. Yammer + SharePoint 2013 (Office 365) How To  Setup Steps  Select the Yammer App from the Store  You must be a site collection admin to add it from the store  Add the Yammer Feed to your SharePoint Site  Modify the Web Part and change the Group ID to match the Yammer Group  Sign into Yammer with your Yammer username and password  Choose the Yammer Feed you want to show on the site  You can adjust the height of the Yammer feed to present more of the conversation on the SharePoint Site by editing the App properties  A height of 1049 pixels by 800 pixels works well
  • 18. Yammer + SharePoint 2013 On-Prem How To  Setup Steps:  Download the Yammer App from the SharePoint Store  You must have an App Domain connected to the SharePoint Store You must enable access to the store at the Farm level before you can download  Add the App to the App Library (Must be a Farm Admin)  Add the Yammer App to your SharePoint Site (Must be a Site Collection Admin)  Create the Yammer Group (if it doesn’t already exist)  Connect the App to the Yammer Group  Modify the Web Part and change the Group ID to match the Yammer Group  Have users log in to Yammer through the App on the Site
  • 19. Yammer + SharePoint 2010 How To  Setup Steps:  Download the Web Part Zip File from Yammer  https://about.yammer.com/success/wp-content/ uploads/sites/13/Yammer.SharePoint_2010_v3-1-4.zip  Download the Admin Guide  https://about.yammer.com/success/wp-content/uploads/sites/13/Yammer_SharePoint- 3.0_Admin_Guide.docx  Add the Solution to the Farm (must be a Farm Admin)  Deploy the Solution to SharePoint  NOTE: You must deploy the solution to the Central Administration Web Application and the User Web Applications  The Web Part will now be available in the Web Part Gallery  Add the Web Part to the Site  Create the Yammer Group (if it doesn’t already exist)  Connect the Web Part to the Yammer Group  Modify the Web Part and change the Group ID to match the Yammer Group  Have users log in to Yammer through the Web Part  Note: SharePoint 2007 Web Part no longer supported  You could use the Yammer Embed feature…!!!
  • 20. Yammer + SharePoint Embed How To  Setup Steps  Go to the Yammer Site (browser) and click on the “embed this group on your site”  Copy the Java Script Code in the Window  Edit your SharePoint site  Go to the section you want to add your Yammer Feed  Click on the Embed Button on the Ribbon  Paste the Java Script into the script box  Sign into Yammer with your Yammer username and password  You can adjust the height of the Yammer feed to present more of the conversation on the SharePoint Site by editing the App properties A height of 1049 pixels by 800 pixels works well