How is the Delve Yammer feed configured?

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Delve is a great way to discover content and people across Office 365. One of the best social features within Delve is the ability to take part in a Yammer conversation directly against the content.

The Delve conversations experience

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As you can see each Delve card has a menu in the bottom right which provides employees with the option to ‘Talk about this in Yammer’.

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The conversation panel then pops out and displays all the conversations about that content within your Yammer network.

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So how do you need to configure the Yammer Embed widget to match the settings seen in Delve?

Delve makes use of the same Yammer Embed widget as you would anywhere else within Office 365, or other web pages. Using the html inspector in your favourite browser you can see the settings passed by the hosting page to the iframe widget.

Digging deeper you can see that the Delve feed iframe is configured as follows:

(example)

src=”https://www.yammer.com/embed-feed?
container=%23yammerRender
& feedType=open-graph
& objectProperties%5Burl%5D=https%3A%2F%2F<tenantname>.sharepoint.com%2Fsites%2Fnewsdev1%2Fuk%2FPages%2FKatherine%2520Grainger%2520Is%2520Britain’s%2520Most%2520Successful%2520Female%2520Olympian.aspx
& objectProperties%5B
private%5D=true
& config%5B
promptText%5D=Talk%20about%20this%20on%20Yammer
& config%5B
defaultToCanonical%5D=true
& config%5B
header%5D=true
& config%5B
hideNetworkName%5D=true
& config%5B
footer%5D=false
& config%5B
showOpenGraphPreview%5D=false
& config%5BuseSso%5D=true
& bust=1471035190502″

So the settings are:

  • Feed type: open-graph
  • Private: true
  • PromptText: Talk about this on Yammer
  • DefaultToCanonical: true
  • Header: true
  • HideNetworkName: true
  • Footer: false
  • ShowOpenGraphPreview: false
  • UseSSO: true

So these settings mean that it is defaulted to using the open graph mode. This converts the content url into a rich object in Yammers social graph. Private being true means it requires either a group or people to be mentioned to show to those selections. The prompt text appears in the text box. Header being true makes it show, combined with hiding the network name makes it show ‘Yammer Conversations’. No footer is being shown, so no ‘log out option’. Interesting they choose not to show the open graph object previews. This makes a little sense as that can’t see internal Office 365 data, although you might still want this to be ‘true’ in the case where an employee posts a url that is public. Finally the default to canonical (crazy name for this) means it will seek to use your accounts ‘home’ network rather than default to whichever network you last visited. That’s quite useful as you don’t want to accidently share private corporate links to another network. Use SSO being true means it uses the SSO.

So there you have it, simple settings correct for the context of Delve. Useful to know if you want to have the same experience elsewhere.

The Future of SharePoint paradigm series – First look at the SharePoint Home

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On May 4th we got an insight into the Future of SharePoint from Jeff Teper and team, you can read my event summary here: http://weshackett.com/2016/05/whats-new-with-sharepoint-microsofts-future-of-sharepoint-event-round-up/ In this article I outlined three areas of this series, this article falls within:

User Experience

Exploring the implications for organisations of the new UI and experiences being pushed into service.

During the Future of SharePoint event we saw the announcement of the new SharePoint Home experience. You can read more about the wider announcement about the ‘mobile, intelligent intranet’ from the Office Blogs. In the video Adam Harmetz, Group Program Manager, SharePoint experiences, talks about all the amazing new user experiences coming to SharePoint and Office 365. About 40 seconds into Adam’s video we get the first glimpse of the new SharePoint Home experience.

A little history

Since the launch of the SharePoint 2013 visuals on Office 365 back in 2013 we’ve had a page called ‘Sites’. This is a first level navigation item which appears in the Application Launcher. As you can see in the image below the ‘Sites’ page forms a key element of the SharePoint navigation experience. It provides a strip of corporate links along the top, your personally followed sites, recent sites you have visited, and finally sites that are recommended. The Office 365 version is slightly more advanced than the on premises version.

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The Future

Today Microsoft began the rollout of the new SharePoint Home. First Release tenants will begin to get the new experience as it rolls out across the service globally.

Lets take a closer look.

The welcoming experience.

You employees are guided into their first use with the key elements being highlighted. As you can see in the image your employee is introduced to the ‘frequent’ strip of sites and groups.

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Next up your employee is shown the value of ‘following’ and ‘recent’ sites and groups.

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Next is explanation of the ‘links’ section.

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The final section is the ‘suggested’ sites and groups.

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After the intro you’re in and the new SharePoint page is there in all its new shiny glory. You can see in the image below the main content areas match the replaced ‘sites’ page. This is good from one aspect as employees will be familiar with the sites and groups listed within each area.

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Cards

Let’s take a closer look at each of the visible card types.

The site card:

The site card is picking up the site logo or name abbreviation if the logo was the default SharePoint logo. It has the ability to be followed via the star in the header strip. The site title is also being displayed. There are also three items of activity being listed. This is giving you insights into activity within that site.

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The blog card:

Delve blogs you write for or read are listed. Notice the lack of following ability on blogs, it’ll be really great if this feature gets added in at some point.

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Video channel card:

Video channel displays the video activity in that channel. You can follow that channel from the card.

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Now a couple of interesting observations. First this card colour matches the video channel selection which is a good thing. Second is that you can follow the channel on the SharePoint Home, but not from within the channel itself. This scenario needs to get closed within the Video portal, I think the user experience should be consistent between the pages. This would reinforce the value of following the content through both experiences. Seeing a page experience within the Video portal which is the ‘followed channels’ would be a good extension to an already good experience. Many customers use the Video portal channels to group videos into a context for employees, such as technical walkthroughs, news, community and product information. Allowing an employee to follow a channel and see that from both SharePoint Home and the Video portal consistently.

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While we look at the cards, you’ll notice that they have colours that are seemingly random. The team site above is using the default blue and white SharePoint theme, yet appears green in the SharePoint Home. This will hopefully become joined up as the new Team Site user experiences and branding rolls out later this year. I’d certainly like to see consistency between the two. Often themes on collaboration sites are set by business unit or type of function and having this visual cue consistent between both would again be a cool addition.

With all the cards the clicking/tap launches the site/group/channel into a new tab. The activity line items provide a link to each document or video which launches into a new window. I think I’d still use Delve to get to my documents based in activity scenarios.

Seeing all your Following and Recent

So in a normal enterprise you will be following and visiting a largish number of sites and groups. It’s not unusual to have 20+ in your personal following. In the SharePoint Home you can view them all by clicking the ‘see all’ link in the left hand menu.

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The discoverability of this was not as clear as I think it could be. For me the ‘see all’ is visually associated to the ‘recent’ section so it took a few clicks to discover that it also showed all my ‘followed’ sites. Personally I’d like to see either the headings become clickable or a better information scent for each section, even if it just links to a bookmark of the section in the unified listing experience. As you can see from the image below this page from the ‘see all’ link lists all the sites I’m following.

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The ‘recent’ section appears below the ‘followed’ section as you can see in this image.

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This page doesn’t list out the activity within each site. I’m guessing there would be a pretty huge performance implication if every card was to display the activity list. Is this missing some of the value though? Should this be a place you can see activity across every site you follow. The Office Graph is driving a lot underneath, maybe there will be some exploration by Microsoft in bringing an activity addition to these cards as well. Although does this begin to clash with and dilute the value of Delve as an experience? I know customers are already asking about the search in the SharePoint Home they’ve seen in the videos and how Delve fits into this story. Delve is already an awesome experience and in many peoples opinion solves that ‘Goggle like’ search experience that we’ve been asked for for years. The way it can predict what you might be looking for before you search is proving to be of huge value in high performance organisation cultures for many customers. Is SharePoint now competing with Delve? The SharePoint Mobile app is also gaining document and site searching, the Delve app can do the same. Where and when will this become clear? Lets hope this gets addressed soon.

There also is no obvious back link on this page so I’m relying on the browser back to navigate.

Search

The existing ‘sites’ page provides search, the new SharePoint Home also allows a search experience.

The search box has a type-ahead feature as you can see below.

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Typing something in like ‘exec’ in this example and you get this.

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Clicking on ‘see all’ gives us an extended page.

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At the time of writing my tenants weren’t showing the full experience Microsoft published via their support article. I’m assuming this is still rolling out behind the scenes.

SharePoint Home Search Results

You can switch back into the SharePoint search center clicking the link to ‘go to classic results page’. This auto switch isn’t remembered and has to be invoked each time. Another consideration here is that if you’ve invested in configuring and tuning your SharePoint search experience this new page is getting in the way between your initial search and the configured one. Possibly something to consider and feedback to Microsoft on.

Just for comparison lets look at the same ‘exec’ search in Delve.

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Personally I would stick to using Delve for my initial search as it just provides a more useful experience for my working patterns. Board and Yammer features just add the value I need during a discovery scenario.

Links

The links are managed in the same way as before through the page if you are an admin or via the SharePoint Profile service in tenant admin.

Putting the links into edit mode

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Adding a new link is simple

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New site

Finally there is the ‘new site’ link, which still launches the existing SharePoint create new experience. We’ll see the new provisioning interface later when the new team sites arrive I guess. Still plenty of value to be had from your PnP provisioning investments, but plan for how this change will impact you.

Summing it up

So it’s a big improvement to the ‘sites’ experience. As with everything first release it’s not perfect, or complete, but jumping into User Voice https://sharepoint.uservoice.com/ and sharing ideas, improvements and new features will help the team get more from the service.

You can read the official support information here: https://support.office.com/en-us/article/Find-sites-and-portals-in-Office-365-6b85097a-87e0-4611-a29a-dfd49b1a1220?ui=en-US&rs=en-US&ad=US which is a good place to start to understand the mechanics of how to configure the page and the information available.

Dealing with this change inside your organisation also needs some considerations. Start to prepare you internal communications team to publise these features. Key highlights should include:

  • Reassuring employees that existing data reminds the same and that the experience is additive
  • Explaining the features and how they support working scenarios
  • Explaining the options with Office 365 for searching and which is appropriate in certain scenarios

I hope you found this info useful and onwards to the Future of SharePoint

What’s new with SharePoint? Microsoft’s Future of SharePoint event round-up

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Today Microsoft hosted a Future of SharePoint event, sharing publically for the first time what the SharePoint roadmap has to offer in 2016 and beyond.

It did not disappoint. The event placed SharePoint and OneDrive’s soon-to-be-released simple user experience and rich mobile capability front and centre of Microsoft’s Office 365 offering. Another point of emphasis was the huge leap Microsoft have in empowering employees to be more productive, with significant investments having been made in the document lifecycle experience.

What does this mean for Office 365 customers? Let’s take a closer look.

Improving SharePoint Online’s user experience

There has been a proliferation of intranet-in-a-box products built on SharePoint Online over the past 5 years that aimed to make the SharePoint Online experience more intuitive to employees. Their popularity in the market did not go un-noticed by Microsoft, who have listened and responded to customer demand, with heavy investment being made in SharePoint as a “mobile and intelligent intranet,” as Adam Harmetz, Principal Group Program Manager at Microsoft, informed us today. In 2016 some fantastic new Graph powered enhancements will be introduced to deliver a personalised intranet experience to employees, including a recent activity capability and a recommended sites tool, driven by the actions of those you work with day to day. Team sites will also enjoy a series of updates, in my opinion, making them virtually feature complete from a collaboration standpoint. Favourites, KPI monitors, members, files and spotlights will make up the core team site offering before the year is out.

Microsoft have taken the bold step to reintroduce the SharePoint name into the Office 365 experience and will be swapping out the ‘Sites’ tile for a ‘SharePoint’ tile which comes through to your home experience. This modern and responsive user experience puts all the important sites and groups at your fingertips across your organisation.

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Team sites have a huge overhaul and now provide a crisp and mobile ready experience. Your team can now highlight news, documents and announcement updates right on the home page experience.

Team site home 1

Within these Team sites pages gain the beautiful canvas editing experience from the Delve blogs. This will help teams share those important contextual articles about their work and outputs.

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The improvements to SharePoint Online’s user experience has been supported with a new SharePoint mobile app experience which delivers an “intranet in your pocket” experience.

SharePoint app users will have on-the-go access to their sites and portals, files, search and people discovery as well as their work stored and managed in SharePoint. What’s more, the new app will also leverage office graph to highlight sites, content and people that are most relevant to the individual.

The SharePoint mobile app comes first to iOS, followed by versions for Windows and Android in the second half of 2016.

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Empowering employees to be more productive

Document collaboration has long been the cornerstone use case for SharePoint Online and One Drive for Business. Microsoft are upgrading this experience so that when employees need to bring in files from OneDrive for Business or publish files between document libraries, users can click Move to or Copy to move or copy files to other locations across Office 365, without generating unnecessary versions of the same files. As such, moving a document from One Drive that you may have been working on in isolation, to a team site for wider consumption, will become a quick and easy process.

The Future of SharePoint paradigm series

I’ve been aware of the roadmap announced today for SharePoint Online for a number of months as I was lucky enough to be invited to attended the Developer Kitchen in Redmond at the start of February to play with some of the new tech talked about today. This has kept my company, AddIn365, ahead  in developing products for Office 365 that deliver value over and above what the platform has to offer and the direction of travel for services like SharePoint Online we heard about today. Today’s announcements will exert some much needed pressure on the wider Microsoft SharePoint eco-system to bring harder working value-add solutions to market.

Over the next couple of weeks I’ll be publishing articles on three key areas:

Mobile

How the Microsoft mobile offering has transformed the use cases for SharePoint, OneDrive and Office 365 for organisations.

User Experience

Exploring the implications for organisations of the new UI and experiences being pushed into service.

SharePoint Framework

A personal favourite, we’ll explore the implications for design, build and tech approaches in readiness for it’s release later this year. Whispers…. TypeScript and Framework wars enter the SharePoint dev conscious (React against AngularJS)

The full Microsoft roundup

For the full details check out the Microsoft blogs:

Vision & Overview Blog

The Future of SharePoint – https://blogs.office.com/2016/05/04/the-future-of-sharepoint

SharePoint Server GA & Feature Packs

SharePoint Server 2016—your foundation for the future – https://blogs.office.com/2016/05/04/sharepoint-server-2016-your-foundation-for-the-future/

SharePoint mobile app, SharePoint home, team sites, Microsoft Flow & PowerApps integration

SharePoint—the mobile and intelligent intranet – https://blogs.office.com/2016/05/04/sharepoint-the-mobile-and-intelligent-intranet/

SharePoint Framework

The SharePoint Framework—an open and connected platform – https://blogs.office.com/2016/05/04/the-sharepoint-framework-an-open-and-connected-platform/

It’s great to see that Microsoft are being pro-active in claiming the intranet space as part of their SharePoint Online offering. This will add a lot of value to the Office 365 service for subscribing organisations and will provide one more reason to those thinking about a move to Office 365, for doing so. The new user experiences, fantastic new SharePoint app and enhancements to the document experience fill some feature gaps and benefit from being both simple and intuitive.

Delve YamJam summary

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This week people who had their Office365 tenants setup with ‘First Release’ started to see the long anticipated Delve (formally Codename Oslo) arriving on the tenants.

Microsoft organised a YamJam for Delve in the Office365 Technical Yammer network here: https://www.yammer.com/itpronetwork/#/threads/inGroup?type=in_group&feedId=4386440

This article is a summary of the information which is correct at the time of writing.

Is Delve coming to on-prem?

A hybrid approach is more appropriate due to the complexity and processing power required to drive the OfficeGraph engine. There will be APIs to allow connection to other data sources for the signals driving the OfficeGraph.

Microsoft are planning a hybrid connector that can integrate signals and content from on-premises. They have no current timeline. This is probably going to feature for the scenarios where Lync and/or Exchange have an on-premises installation.

Privacy concerns

Some users concerns around privacy topics. The example cited was that a company Delve was showing trending documents for certain HR documents for example, psychological assistance and domestic partner coverage and maternity benefits. The question was around being able to exclude certain content from producing signals.

The documents could be excluded through the normal SharePoint permissions capabilities. Delve relies on the search index, so excluding a file or folder will exclude it from Delve as well.

Currently there is no feature to exclude documents from Delve but have them available to everyone via SharePoint/Search.

Side note about storing documents from HR in Yammer and the fact that ‘viewing’ it shows up in the activity feed in the top right. This gives people visibility on what other users are looking at, so someone looking at HR docs around maternity is kind of announcing that interest to the whole organisation. Not so good.

Delve does not show ‘who’ viewed a document ever. Trending is invoked when multiple people who have a relationship with you have accessed the doc. The author is the named entity. This is slightly confusing in the UI. At a glance the name appears to be the user who viewed the document. Careful communications would need to be done for this on rollout.

Delve only shows if someone modifies a document (this is available through SharePoint anyway). Delve doesn’t show who viewed the document, where many people have viewed the document Delve says several of your colleagues have viewed this document, but never divulges the names.

‘Trending’ does not mean a person viewed it, only that your colleagues are generating activity around it. (no information on the definition of activity).

CSOM / JSOM API availability

OfficeGraph will have an API. Current information is available here: http://msdn.microsoft.com/en-us/library/office/dn783218(v=office.15).aspx

Could OfficeGraph be consumed in PowerBI?

In theory this should be possible as its got an API.

Restricting the rollout to specific users

Like an ESN Delve thrives on a wide and deep network of users. By restricting to s subset an organisation would fall into the ‘doomed social pilot’ trap of not enough signals to add the absolute value. Obviously this is an ESN success perspective. Organisations will have reasons for this request, regulation, change mangement and security were all cited.

Also it was noted that you can disable Delve at tenant level, it was unclear as to whether this is the Delve UI alone or included the OfficeGraph underpinnings.

When will I get it?

Currently this is being rolled out to ‘First Release’ tenants first.

What is the Delve UI item display limit?

Answer: 36 documents before adding filters by using search. Microsoft said 36 was chosen as the starting point through internal MS trail data. Their data showed that click rates dropped to zero at a certain point in the page.

Microsoft’s choice of name Delve

Mixed feelings, those who aren’t English speaking said that Delve doesn’t always have a real meaning in some languages. Others just preferred Oslo, and thought Delve didn’t really jump out. As with most questions like this, nothing really bad comes of the name. Lets just hope it doesn’t get a rebrand in 6 months 😉

How will Delve handle existing content and groups?

Being search based it can pick up everything in the tenant today.

Which plans get Delve?

Office365 E1-E4 and corresponding Gov and Academic plans.

At first release Delve gets signals from Exchange, OneDrive for Business, SharePoint Online and Yammer. Primary content surfaced from OneDrive for Business and SharePoint Online team sites.

What determines the people list?

This is the top five people you interact with.

Useful links

Delve documentation: https://support.office.com/Article/Who-can-see-my-documents-f5f409a2-37ed-4452-8f61-681e5e1836f3

Delve for Office365 admins here: https://support.office.com/Article/Delve-for-Office-365-admins-54f87a42-15a4-44b4-9df0-d36287d9531b

OfficeGraph API documentation http://msdn.microsoft.com/en-us/library/office/dn783218(v=office.15).aspx