SharePoint 2013: Social
Deep Dive Demo Guide
SharePoint 2013 Social Deep Dive Demo Microsoft SharePoint 2013 Demo Guide
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SharePoint 2013 Social Deep Dive Demo Microsoft SharePoint 2013 Demo Guide
Contents
Setup Instructions ............................................................................................................................................................................................... 4 SharePoint 2013 Social Demo ............................................................................................................................................................................ 7 Scenario ........................................................................................................................................................................................................... 7 Intended Audience .......................................................................................................................................................................................... 7 Goals ................................................................................................................................................................................................................ 7 Demo Exercise ................................................................................................................................................................................................. 8 Reset Instructions ...............................................................................................................................................................................................16
SharePoint 2013 Social Deep Dive Demo Microsoft SharePoint 2013 Demo Guide
Setup Instructions
NOTE: These instructions will describe setup for a single-machine presentation scenario and thus will use different browser sessions
(for example, Firefox, InPrivate Browsing, etc.) to simulate secondary users. If more than one presenter is available for this demo, you
could also have additional machines to execute the secondary user steps. Visit https://www.MicrosoftOfficeDemos.com for access to virtual machines to use with this demo guide.
1. Primary User (Garth Fort)
a. Start Outlook 2013 client. If you are running this demo in the online environment, make sure Outlook is connected to
Garth’s Exchange Online account for your tenant.
NOTE: When working in Outlook 2013 client for the online demo, ensure that you are viewing the correct tenant
account content.
b. Start Windows Explorer and navigate to the Documents folder.
c. Start a browser session (for example, Internet Explorer) and, in the top navigation, click Sites.
d. In the Sites I’m following area, click Document Center.
e. In the left navigation, click Documents.
f. Download FAQs for XT2000 and QA for XT Series to the local Documents folder.
g. In the top navigation, click Newsfeed.
h. In the I’m following area to the right, click the numbered link above people and, if she is already being followed, stop
following Molly Dempsey.
i. In the top navigation, click Newsfeed and hide any activities from Garth’s feed that shows him following Molly
Dempsey, if any exist, but do not delete any conversations or replies from Molly.
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j. Click Tasks and update the due dates as follows:
i. Review Draft XT2000 Pitchbook: today + 1
ii. Q3 Marketing Analysis: today + 3
iii. Draft Ad Template: today + 5
iv. Set Pricing Guidelines: today + 14
k. If SharePoint tasks are not already synced to Outlook:
i. On the Tasks tab, in the Settings group, click Sync to Outlook.
ii. In the Sync Tasks with Microsoft Outlook dialog, click Sync tasks check box, and then click OK.
l. In the top navigation, click Newsfeed.
m. Optional: To ensure that the “XT2000 documents” discussion appears at the top of the feed, add a reply,
delete that reply, and then refresh the Newsfeed page.
NOTE: If the “XT2000 documents” discussion is not found on the Newsfeed page, look for it on the About
Me page. Return to the Newsfeed page after refreshing that conversation as explained above. n. Open a second tab and navigate to the Contoso Home Page, and then click Search.
2. Secondary User (Molly Dempsey)
a. Start a browser session that is different than the one you used for GarthF (For Example, InPrivate Browsing in
IE, or use Firefox) and navigate to the Document Center from the demo home page, by mousing over
Resources and then clicking on Document Center.
b. Download Draft Agenda.docx to your local Documents folder.
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c. In the top navigation, click Newsfeed.
d. To ensure that the “ZT2000 presentation” discussion appears at the top of the feed, add a reply and then
delete that reply.
3. Secondary User (Zrinka Makovac)
NOTE: The instructions for this user will be for a Windows Phone 7. If such a phone is not available for your presentation, use a
different browser session than the ones used for Garth and Molly on your host machine (For Example, InPrivate Browsing in
IE, or use Firefox)
a. Start Internet Explorer and navigate to Zrinka’s Newsfeed by clicking on Newsfeed in the Top Nav 4. Admin User (Yammer Web Part)
a. Log in as Admin user
b. In a separate IE Window browse to: http://success.yammer.com/integrations/sharepoint/
i. Download the most recent version of the Yammer web part
ii. Unzip the content and then follow the instructions in the Admin Guide.pdf to upload and activate the solution
iii. Then add the web part to a page in a site of your choice (recommended to add to a site in the Sales and Marketing
department).
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SharePoint 2013 Social Demo
Scenario
In this demo scenario, I will play the role of Garth Fort, a Web Marketing Manager at Contoso. I will take you on a tour of the major
social capabilities of SharePoint 2013, including newsfeeds, profiles, team sites, and communities.
This demo illustrates how SharePoint 2013 will help organizations become more social and Get Work Done. It’s important to
highlight as part of this demo that social isn’t just about a set of tools or features. It’s a new way of thinking about organizations.
Social in SharePoint 2013 puts people at the center of the business, making sure employees, customers, and partners can connect
with the people and information they need to get work done.
The foundation of our Get Work Done message is the need for end users to work in the tools they use every day, instead of going to a new tool to be social. As such, Connected Social Platforms should be used to both describe how we’re integrated into the tools that users use every day (SharePoint, Outlook, Lync, Word, etc.) and as a vision for our future in which SharePoint makes all
applications (Microsoft, third-party, and custom) social. The second foundation of Social in SharePoint 2013 is the Connected
Platform. This describes SharePoint 2013 as a single place for IT professionals and developers to manage and develop social
applications.
Intended Audience
Business Decision Makers
Goals
The goal of this demo is to show how easy and seamlessly social is woven into the fabric of everything we do in SharePoint. The
social features will shine through in almost everything I do during the demo, and it’s crucial to focus on the end goal: to show how SharePoint 2013 helps you Get Work Done.
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Demo Exercise
Speaker Script Steps
GARTH Welcome to the new social experience in SharePoint 2013, which
starts with the newsfeed page. It’s the place where users go first
1. Start with Garth’s Newsfeed (first browser tab). thing in the morning and throughout the day. They can manage
2. In the Start a conversation box, type We’re doing a and share their documents, create sites, and discover new people, marketing event in London next month – let me know sites, tags, and documents. if you’re interested in being part of it, and then press
ENTER. The newsfeed is the heart of the new social experience. Here, you can see a rich microblog that goes beyond just simple posts and MOLLY
replies. The newsfeed is a powerful discovery tool that helps keep
you up-to-date on what you and your co-workers are doing. 1. Start with Molly’s Newsfeed.
2. Refresh the browser page to see the conversation started
At a marketing event next month, I am giving a presentation by Garth.
about a new XT series product that Contoso is launching. I would 3. Reply to the conversation with Send mail to
eventmarketing@contoso.com, they can help you like input from others who have given presentations, so I start a
book the facility, and then press ENTER. blog post to solicit help. Anyone who is following me can see my
post and reply accordingly. In this case, Molly responds with a tip GARTH about booking a facility. Social features in SharePoint 2013 integrate nicely with Outlook 2013, so I can follow up on Molly’s 1. Refresh the browser page to see Molly’s reply. reply. This action will result in an Outlook task getting created, 2. Click the ellipsis for Molly’s reply, and then click Follow which I will come back to later in the demo. up.
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Speaker Script Steps
A key component of SharePoint 2013 is to make it easier to work
ZRINKA where you want to work, whether on a PC, phone, or tablet.
Zrinka is working on a Windows Phone 7 and, like Molly, is
1. Start with Zrinka’s Newsfeed. following me. She sees my post about the marketing event and 2. Refresh the browser page to see the conversation started wants to reply. From the phone, she can participate in my by Garth.
conversation and include @ mentions, hash tags, and other types 3. Reply to the conversation with I could make that event. I of social references in her reply. also spoke with @Molly Dempsey and she’s available
also. #UpcomingEvents.
GARTH After refreshing my browser page, I can see Zrinka’s response. I
can follow the #UpcomingEvents tag that she included in her
1. Refresh the browser page to see Zrinka’s reply. reply. In addition, since I am already following Zrinka, she shows
2. In Zrinka’s reply, click Follow #UpcomingEvents. up in my suggestions list when I start an @ mention in my reply. I 3. Reply to the conversation with @Zrinka Makovac, Great can then wrap up this conversation and get everyone together to – I’ll get us all together to work on this.
work on the presentation.
1. In Molly’s reply, click the Molly Dempsey link, located to Molly is someone I am not currently following, so I click the @
the right of her picture. mention in Zrinka’s reply to visit Molly’s profile page. The profile
2. Note the “ZT2000 presentation” conversation and that experience in SharePoint 2013 is designed to quickly help me
others remarked about the great job Molly did with her discover other people. This page shows a person’s activities, presentation. which includes posts, replies, documents and sites being 3. Optional: Click Show all 4 replies to show all replies for followed, and much more. It’s all right at the fingertips by clicking that conversation.
a person’s name from anywhere. 4. Note also that her bio and “ask me about” topics (both
above the activity feed) list content that are relevant to Following is a foundation capability of SharePoint 2013. It’s a way what Garth needs right now.
to help narrow what’s most interesting to you as a user. The 5. Click follow this person, next to the profile picture.
6. In the top navigation, click Newsfeed. challenge with many social solutions is discoverability.
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Speaker Script Steps
7. In the I’m following area to the right, click the numbered Specifically, how do you know who to follow? SharePoint makes
link above people. this easier by suggesting users to follow. And it’s not limited to
8. Click the ellipsis for Molly Dempsey. people. You can follow a site, a document, or even a hash tag, as I
9. Optional: Click My followers at the top of the page, to demonstrated just moments ago. With one click you’ll always the right of the profile picture. have the latest information delivered to your newsfeed.
SharePoint 2013 has even integrated the new unified Search engine to create custom recommendations on who or what you should be following. Here, I can see that Molly’s interests coincide with mine, so I will follow her. Back on my newsfeed, I can review the full list of people that I am following, including Molly, and take a quick peek at their most recent conversations.
1. In the top navigation, click Sites. The creation of sites has been made much simpler in SharePoint
2. Click new site. 2013. In one simple step, I can spin up a team site by just
3. In the Give it a name box, type London Launch Event, specifying a site name. For my launch event that is being held in
and then click Create. London next month, I now have a central location to collaborate 4. In the Get started with your site area, click Working on with others about my presentation. New to SharePoint 2013 is the a deadline?
Get started with your site area, a group of tiles at the top of the 5. In the Working on a deadline dialog, click Add Them. home page that allows me to perform quick customizations such
as adding apps or changing the branding. If I want to convert this team site into a project site, I can click the Working on a
deadline tile, which will create a task list, calendar, and project summary, all of which will be useful in planning activities around
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