Collaboration for CIM Users Randy Rhodes Utility Co-Chair Genval Meeting May 15, 2009

CIMug Collaboration How We Support Collaboration – Relationship with UCAIug and other groups – Business Capabilities – Current Status How-To Instructions – Manage My Account – Submit Requests – Find Information – Contribute Content Q&A Note: watch for the “Click to view online” links (but remember, they work only in Powerpoint’s presentation mode)

CIMug Relationship with UCAIug UCA International Users Group is a non-profit organization dedicated to promoting standards usage and development – UCAIug: Member groups have individual sites: – CIMug: – IEC TC57: – IEC 61850: – Open Smart Grid: (These are the simplest URLs – bookmark and share them.) A “federation” of sites – secure, scalable, and reliable MANY SITES - ONE LOGIN

Business Capabilities Every CIM Users Group Member or Guest Can: – Be known through a User Profile.User Profile – Track What’s New on CIMug or other sites (UCA, Open Smart Grid, IEC TC 57, IEC 61850)CIMugUCAOpen Smart GridIEC TC 57IEC – Submit help desk requests and get answers. – Search by keyword across any of these sites – Contribute content (documents, discussions, blogs, wikis, etc.) and receive alerts on any activity – Create subsites for projects, working groups, or member-specific activity All operations are automatically permission-limited

Understanding What’s Available The following functionality is available to any group – Issues Tracking – Contacts List – Wiki – Blog – Survey – Photo Library – Document Libraries – Discussion Lists – Announcements – Group Calendar – What’s New List – Links List – Alerts Sites are built with webparts, from pre-built templates

Two Types of Role Assignments User Group Roles – Configured by UCAIug Admin – Guest – Individual Member – Corporate Member - company or corporation – Corporate Rep - speaks, votes, and manages corporate payment Sharepoint Site Roles – Configured by each Site Owner – Guest – Views Content – Member – Contributes Content – Owner – Sets up site and assigns permissions

Important Note for Corporate Employees If you think your company may have a corporate membership. – First check the list of Member Companieslist of Member Companies – Then create your account, and use your corporate address Your corporate address qualifies you for discount registration at meetings. If you set up your account with a personal address, you may not get the membership discount (we do not cross-check after the fact)

Understanding Permissions We apply three permission levels – Full Control: least restrictive – for Owners – Contribute: can view, add, update, and delete previously created items – for Members – Read: most restrictive – can view and read pages including the resource libraries – for Guests Permission levels are assigned to roles, then roles to individuals Permission settings can be applied at any level – Site level – Document Library or List level – Individual file level

Site Statistics UCAIug Site – Size: 0.3 Gb – Site Accounts: 2,123 (adding 3-4 per day) – Bandwidth: 174 Mb/day (uploads/downloads) CIMug Site – Size: 2.4 Gb – Active Users: 929 – Bandwidth: 1.5 Gb/day IECTC57 Site: – Size: 1.7 Gb – Active Users: 360 – Bandwidth: 621 Mb/day

CIM Site Activity – Prior 30 Days 2,116 visits came from 404 cities in 59 countries across 16 subcontinents

CIM Site Visitors – Top 25 Countries

Enhancement Work-in-Progress Integrated Group Communications – Ability to find any member and send a message through CIMug.org – Improved support for group mail lists Knowledge Base Roll-up – Key shared documents available in one location Distributed CIM Model Management – Hosted version management; package-level checkout Next Generation Site – Evaluating add-ins vs. next version of Sharepoint – Join the UCA CoLab site to participate

Your Support Staff Kay Clinard on LinkedIn Fred Testfrog Guido the Enforcer Chris Regan on LinkedIn Randy Rhodes on LinkedIn

Interest areas Account Creation Step 1: create a Guest Account at – Username will be: Firstname.Lastname(# if repeat) – Membership status will be upgraded as payment is received – Interest areas will eventually be used for area-specific communication Login/Logout/Profile (in upper right corner of every page) is always context- sensitive Recommended: click “Remember Me” when you log in Password Retrieval User Login How to Manage My Account

How to Ask for Help Click to view online

Creating a Service Request Attach a screen- shot if that would help the service rep Use a verb – “Fix, explain, supply, resolve… Be liberal with details – versions, browsers, etc. Enter the user name here (User.Name) Click to confirm - or search for a user name

Anatomy of a Service Request User’s Request Service Rep’s Response Click to view this example online

CIM “Experts” Volunteer Answers Click to view online

How to Submit a CIM Model Issue Click to view online

Check Support FAQs for Answers Click to view online

Check Knowledge Base Articles for Answers Service Requests generate useful info about what users need Experts resolve service requests, then write FAQs and KB Articles All are searchable Click to view online

How to Search Use quotes to search for phrases – otherwise, use individual words Designate search target (current site listed first, then parent site, then others) This result appears for all users This result will appear for Process WG members only Click to view online

Anatomy of a Site Only Site Owners can view Site Content – options appear by permission settings

Uploading Documents Site uploads require metadata Helps improve document “findability” Site owners can customize fields Documents can be shared up to the CIMug and UCAIug site level

Setting Alerts Click on My Alerts to create alerts on any subsite Tree will only display sites where you have access Click to view online

Adding Calendar Events Each calendar item can be shared on the CIMug and UCAIug sites. Helps coordinate calls and meetings

Top Ten Ways to be a Power CIM User 1.Give Help – Volunteer a Couple Hours Each Month 2.Ask for Help (Submit Service Requests) 3.Hurl the URL 4.Work a Wiki 5.Start a Blog 6.Use Search Frequently 7.Monitor Service Requests 8.Monitor Support FAQs and KB Articles 9.Learn to Use Alerts 10.Set Up and Maintain Your Account

Ten Ways to Volunteer Click to View Online Click to View Online

Questions? Click to add your questions online Site Members can contribute Content – options appear by permission settings