SPHOL212: Configuring Social Features in SharePoint 2013 ... · Hands-on Lab Configuring Social Features in SharePoint 2013 Microsoft Confidential Page 4 8. Clear check boxes for

2013

SPHOL212: Configuring

Social Features in

SharePoint 2013

Hands-On Lab

Lab Manual

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Page 1

Contents

CONFIGURING SOCIAL FEATURES IN SHAREPOINT 2013................................................................................. 2 Lab Objectives ........................................................................................................................................................ 2 Technologies .......................................................................................................................................................... 2 Audience ................................................................................................................................................................ 2 Scenario ................................................................................................................................................................. 2 Getting Started ....................................................................................................................................................... 2

Connect to the Lab Environment ....................................................................................................................... 2 Open the Lab Environment ................................................................................................................................ 2

Exercise 1 – Profile Information and Newsfeed Settings ....................................................................................... 3 Scenario ............................................................................................................................................................. 3

Exercise 2 – Site Feeds ......................................................................................................................................... 5 Scenario ............................................................................................................................................................. 5

Exercise 3 – Community Sites ............................................................................................................................... 6 Scenario ............................................................................................................................................................. 6 Task 1 – Community Site Creation .................................................................................................................... 6 Task 2 – Community Site Management ............................................................................................................. 8

Summary .............................................................................................................................................................. 11

Hands-on Lab Configuring Social Features in SharePoint 2013

Microsoft Confidential Page 2

Configuring Social Features in SharePoint 2013 Estimated time to complete this lab: 20 minutes

Lab Objectives

The goal for this HOL is to learn how to configure social features in SharePoint 2013. You will learn how to edit your own profile, administer a community site, and enable a site newsfeed.

After completing this lab, you will be better able to:

Edit your profile information and newsfeed settings

Enable a site newsfeed

Build a new community site from scratch

Technologies

SharePoint 2013 Social

Audience

SharePoint IT Professionals and Site Administrators

Scenario

This lab is an extension of the user-oriented “HOL036 - Exploring Social Features in SharePoint 2013” and focuses on configuration of social features in SharePoint 2013. You will learn how to share newsfeed activities, modify settings for email notifications related to social activities, edit other profile details, configure a community site, and enable site feeds.

Connect to the Lab Environment

If not already logged in, log on to the SharePoint (SP) virtual machine as Garth Fort with the user name CONTOSO\GarthF and password pass@word1.

Getting Started

Connect to the Lab Environment

Log on to the SharePoint (SP) virtual machine (VM) as Garth Fort, with the credentials CONTOSO\GarthF, pass@word1.

Open the Lab Environment

1. Ensure you are using the SP virtual machine.

1.2. To begin the lab, start Internet Explorer, navigate to the demo home page at http://intranet.contoso.com/sites/contoso, and log into SharePoint as Garth Fort with the following credentials:

Username: CONTOSO\GarthF Password: pass@word1

Formatted: Font: Bold



2.3. Start a browser session and navigate to Garth’s About Me page. If prompted, provide credentials for GarthF’s account.

Note: If you browse to the Newsfeed page, there may be a small delay in Newsfeed features appearing. If the Newsfeed is not displaying as expected, then navigate to the About Me page for an alternate view of the feed. You can access About Me by clicking the user login name at the top-right of the screen, or from the Quick Launch on the Newsfeed page.

Exercise 1 – Profile Information and Newsfeed Settings

Estimated time to complete this exercise: 5 minutes

Scenario

The newsfeed is where you can go first thing in the morning and throughout the day. It is the place where you can manage and share documents, create sites, and discover new people, sites, tags, and documents. From there, you can modify your newsfeed settings and configure your profile information, which includes the ability to add to the term store. In this exercise, you will learn how to edit your profile, configure newsfeed settings, and add an item to the term store.

1. Start with Garth’s About Me page.

2. Next to the profile picture, click the edit link.

3. In the Ask Me About box, type product.

4. In the Suggestions list, click Product Vision (you may have to scroll down).

5. In the top navigation, click Details and note the settings.

6. Click the ellipsis to the right of Details, and then click Newsfeed Settings.

7. In the Followed #Tags box, type #NewItem.

NOTE: This new tag will be used later in the lab.



8. Clear check boxes for People I follow and those in the Activities I want to share in my newsfeed area similar to the screenshot below.

9. At the bottom of the page, click Save all and close.

10. In the Profile Changes dialog, click OK.

11. Click Newsfeed.

12. In the Start a conversation box, type #new and note the #NewItem option in the suggestions list (do not click the item; instead, clear the box).



In this exercise, you successfully created edited a profile, configured newsfeed settings, and added a hashtag to the term store.

Exercise 2 – Site Feeds


Scenario

Site newsfeeds extend the social experience by surfacing conversations at the site level. These conversations include all the rich microblog features you have already seen in SharePoint 2013, including @ mentions and hashtags, and you can view site topics on your main newsfeed page. By default, site feeds are enabled in most site templates. In this exercise, you will start with an existing team site where the site feed is disabled. You will enable the site feed for this site and then start a conversation that includes an @ mention and a hashtag.

1. In the top navigation, click Sites.

2. In the Sites I’m following area, click QT2000 Launch.

3. At the top right, click the Settings icon, and then click Site settings.

4. In the Site Actions area, click Manage site features.

5. Scroll to the Site Feed feature and then click Activate.

Note: Wait until the Active icon appears before continuing.

6. In the Quick Launch, click Newsfeed.

7. In the Start a conversation box, type @zri, and click Zrinka Makovac.

8. Type who is in charge of.

9. Type #document.

10. In the Suggestions list, click #DocumentManagementAdministration.

NOTE: If you receive a “We hit a snag” error, repeat the last three steps without the hashtag

(that is, type who is in charge of Document Management Administration).



11. Press ENTER.

In this exercise, you successfully enabled a site feed and started a conversation that included an @ mention and a hashtag.

Exercise 3 – Community Sites


Scenario

The community site feature is new in SharePoint 2013 and helps facilitate discussion between you and other users with common interests. You can post questions and replies, group discussions by category, and earn reputation points by frequently answering questions and having others like your responses. In this exercise, you will learn to create and configure a community site from scratch.

Task 1 – Community Site Creation

The community site is a new template in SharePoint 2013. In many cases, this template will not be enabled by default within your site, so you will need to ensure it is available from the Page Layout and Site Template Settings page. In this task, you will create a new community subsite within the existing Communities site.

1. In the top navigation, click Sites.

2. In the Sites I’m following area, click Communities.

3. At the top right, click the Settings icon, and then click Site settings.

4. In the Look and Feel area, click Page layouts and site templates.

5. In the Subsite Templates area, click Subsites can use any site template, and then at the bottom of the page, click OK.



6. In the Quick Launch column on the left, , click Site Contents.

7. In the Subsites area, click new subsite.

8. In the Title box, type XT2000 Launch.

9. In the URL name box, type xt2000

10. In the Template Selection area, click Community Site, and then at the bottom of the page, click Create.

11. Wait for the site to be creating before moving on to the next task (it may take a few minutes).



Task 2 – Community Site Management

Once you create your community site, you can manage discussions, categories, members, reputation settings, and other community settings. In this task, you will create a category, add a discussion for that category, and then modify the reputation settings for the site.

1. In the Community tools area to the right, click Create categories.

2. Click new item.

3. In the Category Name box, type Financials.

4. In the Category Picture (Web address) box, type http://intranet.contoso.com/sites/Contoso/Communities/PublishingImages/IndustryTrends-Tile.jpg, and then click Save.

5. In the Quick Launch, click Categories.

6. Click Financials.

7. Click new discussion.

8. In the Subject box, type Q2 Sales.

9. In the Body box, type When will the Q2 sales numbers be available?



10. Select the Question check box, and then click Save.

11. Click Q2 Sales.

12. Click the ellipsis for the post, and then click Mark as featured.

13. In the Community tools area, click Reputation settings.

14. In the Member achievements point system area, set Creating a new post to 5.

15. In the Achievement level representation area, click Display achievement level as text.

16. Set Level 1 to Beginner, and then click OK.



17. In the Quick Launch, click Home and note the What’s happening and Top contributors areas to the right.

In this exercise, you successfully created a community site and managed a category and reputation settings for that site.



Summary

By completing this lab, you learned how to configure social features in SharePoint 2013. Specifically, you learned how to:

Edit your profile information and newsfeed settings

Enable a site newsfeed

Build a new community site

Documents

SPHOL212: Configuring Social Features in SharePoint 2013 ... · Hands-on Lab Configuring Social Features in SharePoint 2013 Microsoft Confidential Page 4 8. Clear check boxes for