A Deep Dive into Profiles, Status, and PM

Traction User Group 2010

Jordan Frank & Chris Nuzum

2

Foundation: Entry Type

• New SDK mechanism for combining data and

presentation

• TeamPage 5 adds entry types for Profiles, Status

Updates, Tasks, Milestones, and Projects

• Extensible; add more types with SDK

• Indexed—quick to retrieve

• Can be filtered in feeds and activity views

• Can be included in the Attivio search Type facet

Profiles

2:10 PM – 3:00 PM

Setup

5

Set a Default Profile Space

• Profiles can be posted to any space

• None selected is OK, but awkward for Profiles

• General Profile Space should (at least) allow Everyone to read, author, edit own, publish

own

• Consider dedicated space for Profiles (cleaner tag cloud, search, and so on) vs. mixing

Profiles with default “status” space and company-wide info.

• People vs. “Company” vs. “Forum”

6

Profile Space Permissions

• Minimum permissions

pictured here

• Edit would let anyone edit

anyone else’s profile

• If you restrict to edit own,

administrators should not

post profiles for other users

7

Customizing the Profile Form

• Plug-in override to Profile Form

• Map read-only fields to AD

• Add custom fields to the profile

• form

• view

• search

• Deeper exploration in SDK

track

8

Designate a Specific Profile Space for Specific People

• In Personal Setup >

Personal Info you can

override the profile

space for an account

Filling in Profile

10

Setup Assistant

• The setup assistant invites people to fill in their profile form and

upload an avatar image.

11

Profile Entries

• Posted in the designated

profile space

• TractionID associated

with the account

• Show avatar in most

views

• Lead you to the person’s

profile page

12

Profile Page

Following

14

How to Follow

• From profile

• From mini profile card

whenever you see

someone’s name

15

Filtering by Follow

16

Filtering by Follow

17

Follow in activity stream (no un-follow)

18

Follow vs. Alert

• Follow is a filter, a signal, and a contact list in the

Outlook Social Connector.

• Alert is notification and a signal.

Profile SpaceDashboard

20

Profile Space Dashboard Considerations

• Welcome is helpful

• Parse lists of people

by tag, e.g. “Runners”

• Show new profiles

• Show edited profiles

• Remove Dashboard,

just show activity

Access

22

Access Address Book Governs Lookups

• People without Access

Address Book

permission can’t

complete on profile

information like email

addresses.

23

Profile Article Permissions

• Read published/draft

for profile article

content govern access

to the profile article

and fields stored

within it.config/data/forms/profile.sdl

24

Sharing Controls on Profile Form

• Give additional control

over who with read

permission can see

your profile

information displayed

on your profile page.

Your ProfileDashboard

26

Profile Dashboard Tab

• By default, shows server

default sections

• Override with your own

sections

• Use for expanded

“About Me”, things

you’re interested in, “My

Bookmarks”, etc.

• Show a collection

Search

28

• Basic search

• Searches profile entry fields only, not name, title, etc.

• Attivio Search

• Searches all profile fields, including those from

external sources

• Currently must edit and save profile to cause changes

to fields from AD/LDAP to update

Searching Profiles

Status Updates

3:00 PM – 3:45 PM

Setup

31

Designate a Default Status Space

Use

33

Post Status From

• Server, space, or profile status tab

• Pop-up status window

• Profile menu

34

Top-Level Status Tab

• Uses default status space, if defined in Server

Setup

• If not defined, people will need to choose a space

every time they visit the status tab

• The default status space should be open for

everyone to read and author

35

Status Updates Appear

• Status tab

• Status window

• Mini profile window

• Activity feed, unless filtered out

• Top of profile page under your name

• Search results

• Digest

• Email notifications

36

Commenting on Status

• Comment via reply link on

status tab

• Comment via inline

comment in article view

• Comment via email reply

• Comments on status

updates are posted as

status update entry type

• Comment to a different

space using space selector

37

Tagging

• TeamPage supports tagging via

• #tag syntax—Twitter-style hash tags

• Create the label automatically if not used and

permission allowed

• :tag syntax

• Ignored if not matched

• +:tag create the tag, same as #tag

38

Editing Status Posts

• Click on the post time to get to single entry view

• All article tools work, e.g. edit, tag, collect,

comment, erase.

Project Management

3:45 PM – 4:45 PM

Setup

41

Activating PM in the 5.1 Pre-Release

• In the current 5.1

preview, access to PM

features is granted to

groups by configuring the

PM Prototype plug-in

• You must also specify a

user whose permissions

will be used for importing

data into the database

42

Assign Space Members

• You can use a

permissions group to

designate the

members of a space

• Smaller set of people

makes assignment

faster

• Members listed on

space dashboard

Model

Tasks

45

• Can be assigned to zero or more people

• Status indicated by To Do and Done tags

• Priority indicated by P1, P2, P3, P4 tags

• Additional tags indicate detailed status, e.g. New, Open, Unreproducible, Cancelled

• Estimate indicates how much time expected, in days

• Duration indicates how much time spent so far

Milestones

49

• Date is optional

• Tasks tied to the milestone inherit the the Milestone’s date by default

• If a task has its own date, the task’s date overrides the milestone’s date

• Status indicated by To Do and Done tags

• Milestones marked Done are hidden

Milestones

Projects

51

• Can have Owners and Members

• Status indicated by To Do and Done tags

• Projects marked Done are hidden

• Can have shared documents, discussion

Projects

Space

Demonstration