CIMug Web Site Pre-Conference Tutorial June 10, 2008

Agenda Business Background Project Overview User Roles and Permissions Site Features Next Steps

Business Background CIM User Group is one of several groups under UCA –A non-profit service organization –Desires to maximize value for members To save you time and money To share best practices Key characteristics –Highly distributed and global –Members are busy professionals Work gets done virtually Work gets done in many small time slices –Very flat organization with low overhead Collaboration tools are critical

Why Sharepoint for Collaboration? Microsoft Sharepoint is a leader in the Web 2.0 space We have had two previous Sharepoint implementations

Site Project Overview UCA and CIM Collaboration Goals: –Web identity for every group within UCA New logo and site branding for each group Direct URLs for CIM, TC57, IEC61850, OpenDR, etc. –Consistent account management User self-manages profile Permissions handled uniformly across all sites Pre-defined roles define authority given on each site –Improve findability More use of keywords Improved search –Improved lists and discussion forums –Make learning easy Provide a training site Package key site elements in templates

Key Benefits More Site Presence and Performance –Each UCA member site will have its own URL and brand –All sites will have graphic design treatment –Re-hosted to dedicated server for better performance More Detailed User Account Management –Using Forms-Based Authentication (FBA) –Expanded configurability of Users, Roles, Groups, and Permissions –Cleaner implementation of Sharepoint security architecture Better User Experience –Multi-level, security-trimmed tab navigation –Password retrieve/reset –Content subscribe/unsubscribe –Starting point for better member communications Improved Document Searchability –Knowledge Base and Calendar Roll-Up to consolidate key documents –More metadata about documents Adding Missing Functionality –Help Desk –Issue Management

Site Accounts Guests can create accounts on first visit to –Username assigned: firstname.lastname(# if repeat) –Required for downloading documents –Allows quick start even if corporate payment is delayed –Interest areas will eventually be used for area-specific communication Existing users can login or retrieve their password Login/Logout/Profile is all context-sensitive Interest areas User Info

Understanding Roles Membership Roles –Guest –Individual Member –Corporate Member - company or corporation) –Corporate Representative - speaks, votes and handles payment for corporate member Site Roles –Global Administrator –CIM Owner – Each sub-site within CIMug must have an owner, sufficiently trained –Tester Training Roles –Instructor –Student Project Roles –CIMdynamics – Project member –CIMforplanning – Project member

Understanding Sharepoint Sites Sharepoint components: –Document libraries –Lists –Discussion boards –Image libraries –Surveys –Sites and workspaces Sites –Are built with webparts on site pages –Are built more quickly with templates, pre-built combinations of webparts We customize and create templates to meet UCA and CIMug business needs

Understanding Permissions Sharepoint has four permission levels –Full Control: least restrictive. Allows user full control over site installation and post-configuration tasks –Design: can view, add, update, delete, approve, and customize. Allows users or groups to create resource libraries as well as lists and edit pages on the site, including themes and style sheets –Contribute: can view, add, update, and delete. Allows users or groups to add, delete and edit previously created list items and document libraries –Read: most restrictive. Allows users or groups to view and read pages on the site including the resource libraries Permission levels are assigned to roles and thereby to individuals Permission settings can be applied at any level, down to an individual file

Project Sub-Site CalendarLibrary Project / WG / Meeting Site CalendarLibrary Member Group Site CalendarLibrary UCAIug Site CalendarLibrary E E E E D D D D E Calendar Event D Library Document Automatic Roll-up Manual Intervention Calendar and Library Item Roll-Up The Benefit: multiple levels of groups coordinate calendars and share documents. (CIMug / IECTC57 / OpenDR etc.) (CIM for Planning, CIM for Dynamic Models, etc.) (Dynamic Models Project Task Forces – Modeling, Standard Model, User-Defined Model)

How to Designate Calendar Events Each calendar item can be designated for sharing on CIMug or UCAIug.

Roll-Up Examples

Addition of Document Metadata Helps improve document “findability” Site indexing and search will use this data

Training Site Offers self-paced courses to all UCA member groups. Tracks your training progress. “Sandbox” sites also provided to play and learn. Access is identical to other sites.

Project Status Work Area% CompletionWork Remaining Server Configuration100%Hosted on dedicated server. Information Architecture100%Fundamental architecture is settled, some page changes. Authentication and User Account Management 90%Test FBA and roll out accounts. Group Logos and Site Branding 90%Logo design complete. Mockups, color scheme, and style sheets complete. Working on images. Site Content70%Existing document libraries migrated to new site. Rollup capability tested. Some content needed on key pages. Need to add metadata to existing documents and test search. Training Site60%Training site hosted and available. Needs some configuration and testing. CIM Help Desk50%Installed and configured template. Need to configure, test, and create FAQs. User Migration45%Create new accounts and manage user migration to the new site. Model and Issue Management 30%Need to configure CIM model libraries. Need to configure issues management template. Discussions/ Enablement 30%Evaluating software alternatives.

Project Issues Currently under discussion: –How should groups be named? (Working Group vs. Task Force) –Should we post interim UML models? –How can we integrate discussion threads with clients? –How can we manage issues on-line?

Next Steps Get YOU into the new site –Currently the development site is – this will soon become –You can sign up there, using a guest account. –Kay will recognize you and assign roles and permissions. Finish out remaining site work Get feedback from you via the Help Desk Launch other dev sites –IECTC57.mobi –61850.mobi –OpenDR.mobi Kay Clinard Admin Fred Testfrog Guido the Enforcer