blog.frederique.harmsze.nl my world of work and user experiences

September 30, 2015

August 31, 2015

Office 365 help desk card in the question mark icon?

Filed under: Office365 — Tags: — frederique @ 20:35

Sometimes little things can make a difference. Recently, I made a client happy when he saw that we could point users to the helpdesk of their organization by way of the question mark icon prominent on every Office 365 page.

Office 365, with SharePoint Online, is quite user friendly. Nevertheless, there are always users who have questions about it. And they should get answers quickly and easily. Some of their questions pertain to the functionality of Office 365 in general, but some questions are specific to your organization.

Office 365 has a question mark icon at the top right of each page. That is a likely entry point for a user who has a question. But that only leads to generic Microsoft information. Legal stuff? About privacy? Quite important of course, but not what the average, innocent end-user is looking for.

Office 365 question mark menu

The question mark icon in Office 365 offers links to Microsoft information

 

Fortunately, you can add contact details of your organization’s help desk or “helpful person” if you don’t have an official help desk: phone number, e-mail address and a link to the team site or website dedicated to that help desk.

Question mark menu with help desk card

Additional information about the organization’s help desk in the question mark menu

 

To set this up, you need Administrator permissions, but no coding skills whatsoever. You can set these data in Admin > Company Profile > Custom help desk. See also Microsoft’s help about this help desk card.
Please note: saving and refreshing the page is not enough to see the result. You need to sign out and sign back in to see your card.

Custom help desk settings

Set the help desk card in the Admin section > Company profile > custom help desk

July 31, 2015

Change the look of a SharePoint site back to the default

Filed under: Office365 — Tags: — frederique @ 20:12

In SharePoint and now in Office 365, owners can change the look of their sites. You can make these changes easily, without any programming skills. This is great for organisations that want to customize their sites. But once you have done that, how can you get back to the default look, if you want to undo your design experiments?

Style your Office 365: Office 365 themes

Office 365 offers the opportunity to change the look & feel of your environment in an easy way. As an Administrator, you can set colours, a logo and a background image for the navigation bar at the top of each page. You will find the options in: Admin > Company Profile > Custom theming. (See also Microsoft’s support article)

O365 Custom theming

Office 365 custom theming in the Admin

This look applies to all elements of Office 365: the SharePoint Online sites, but also your OneDrive, Outlook Online etc. By the way, it does take a while before the changed look & feel trickles down to them all – more along the lines of half an hour than 5 minutes. And it does not appear everywhere at the same time. My OneDrive for Business was already updated, while Outlook and SharePoint Online were lagging behind. It helped to close and re-open the browser; that triggered the update of the new look in Outlook.

Undo the styling on your Office 365: back to the Microsoft default

If you regret your custom theming (like in my example screenshot, which is pretty awful…), you can simply get rid of it and go back to the original Microsoft look & feel. You do that on that same page in the Admin section: Admin > Company Profile > Custom theming and at the bottom click Remove custom theming.

Apply your Office 365 style to a deviant site: back to your default

Site owners can also change the look of their particular site in SharePoint Online, via Site settings > Look and feel: Change the look.

SharePoint -  Change the look

Change the look of a SharePoint Online site

Now if the site owner has changed the look of his or her site, then that site won’t pick up the new look that you have just set at the level of Office 365. This is what I encountered recently: a site owner had been experimenting with a site. But then we wanted to get rid of those experiments once we had set up the official style in Office 365.

This is how you do that for a site: you reset the look of a SharePoint Online site via the same Site settings > Look and feel: Change the look. The look that you have to select to get back to the default is called Office. At first, it seems you are getting the blue Microsoft default look.

SharePoint - Change the look to Office

Change the look of the SharePoint site to the one called Office

But when you try it out in a preview, it turns out to be the look that you have set up yourself as the default look for your Office 365 environment.

SharePoint - Preview of the look called Office

Preview of the look called Office: this is the Office 365 custom theming look.

So you can experiment with the look of your environment at your heart’s content, because you can always go back to the default look.

Personal favourite Office 35 theme

If you have set an Office 365 theme for your organisation’s environment, and you have brought back deviant SharePoint Online sites back into that look, you still need to take into account the users’ personal option to select a favourite theme.

By default, the user can select a theme like the ‘Super sparkle happy’ rainbow theme via the cogwheel > Office 365 settings > Theme.

Office 365 theme - personal favourite

Select your favourite theme for your personal Office 365 experience

If it is important in your organisation that users share in the official Office 365 theme experience, then you can deny them the “rainbows”. As an administrator, go to Admin > Company Profile > Custom theming and check the checkbox Prevent users from overriding custom theming with their own theme at the bottom of the page.

Then the users are still able to ignore your theme and select a basic, high-contrast theme that is optimized for accessibility: it is easier to read than my fancy custom theme. But that is still available to the users and they can switch back to the default theme.

Office 365 theme - High-contrast theme is still available

High-contrast theme available as the only alternative to the custom theme set in Office 365.

This setting stops users from selecting a “rainbow theme” as their personal Office 365 theme, but it does not stop SharePoint Online site owners from changing the look of their site.

June 30, 2015

10 lessons learned from online presentation sessions

Filed under: New world of work — Tags: — frederique @ 23:39

I have given, organized and attended quite a few presentations online. It is very convenient that you can do a session without traveling. But it can be tricky to get your point across to the audience. A lot harder than if you are in the same room with them and look them in the eye. These are some of the lessons I learned and that I would like to share.

I have mostly used Lync and Skype for Business for my online meetings and presentations, but most of these lessons and tips are applicable to other tools as well. I use these tools, for example, for training sessions with clients in other countries, knowledge sharing sessions with my colleagues (which I discussed in a previous post), and I have attended and presented at online conferences. The more formal and important the presentation, the more important that you take heed of the 10 tips below.

1. Test beforehand if the online presentation tool works on your computer

If you have never used Lync or Skype for Business or the Webinar tool before, check if it works on your computer, your network, through your firewall and the firewall of the organiser. In short: check if it works for you in the desired situation.

In our lunchsessions, we had a guest speaker who had never used Lync before. We did a test run a week before his presentation and found out that he ran into serious difficulties when he tried to install it on his computer. So after several attempts to install Lync on his computer or getting it to work in his browser, we just ditched Lync for this meeting and switched to his favorite online presentation tool. We have also had some surprises with the demo of another guest speaker: the demo would only work if he switched on his VPN to get a secure connection to his own network, but that blocked our Skype for Business.

So test it, and do that early enough to be able to switch to another tool if needed.

2. Make sure you know how the tool works

Find out beforehand how you can mute and unmute yourself, share your desktop or your slides or whatever you want to show using the selected tool.

We fumbled a bit when Microsoft changed Lync to Skype for Business. Where has the ‘Share my desktop’ option gone? That was an internal knowledge sharing session, so no big deal. But you don’t want to look for buttons during a digital conference.

So spend some time familiarizing yourself with the tool that you are going to use.

3. Ask someone else to keep an eye on the chat

As a presenter, you want to focus on your presentation: tell your story and show your demo in a clear way. Without any distractions, that doubly distract the audience in an online session.

Sometimes we see that one attendee is having difficulties with the audio. When the presenter is handling the chat window, this stops the flow of the presentation entirely. A moderator can check if the other attendees have lost audio as well and recommend, for example, the audio-less individual to enable sound or re-enter the session.

So ask a colleague or organiser to keep an eye on the chat window, deal with practical questions and relay questions that would get lost otherwise.

4. Ask a colleague to listen in and warn you if anything goes wrong

As an online presenter, your connection with the audience is a lot more tenuous that as a ‘physical’ presenter in front of a live audience. If your audio drops, or if your video drops (your shared screen), than you may not even know that you have lost your audience.

I have attended an international digital conference where a presenter lost his audio. Nobody could hear him anymore. Fortunately I was in the same building as him, so I could run to the meeting room where he was sitting and warn him that he had to take action.

So ask somebody to attend the session online while being in the neighbourhood physically, so that they can easily warn you.

5. In big sessions, mute the attendees

Online sessions with many participants can get very messy: people speaking at the same time in a meeting room is feasible, but in an online meeting it is a disaster. And if any of the participants suffers from some background noise, that will annoy everybody.

I’ve been in plenty of sessions where you could hear someone typing or coughing or talking to another person in the room. This is very distracting and has to be avoided in online sessions.

So if you have many attendees, configure your Skype for Business meeting (or whatever you have) to mute all attendees. If anybody wants to say something, they can use the chat window or you can unmute them for a specific contribution.

6. Use a good microphone

It is more difficult to understand somebody if they are not in the same room, because you don’t get their non-verbal communication. Also, a voice through a microphone is always less clear than a voice in real life.

Many of us have attended online sessions where you had to strain your ears to hear the presenter, if you could hear him or her at all: too faint, bad quality, words disappearing. Very frustrating and tiring.

So if you are presenting an online session, use a good headset and talk right into the microphone of that headset.
If you have a mixed session with online and offline participants, where the participants in the room are also asking questions or making comments, you need something like a RoundTable/Polycom for 360 degrees of microphone. If you just use a headset or the microphone of your laptop in that case, the online participants can not understand what is being said by the offline participants in the room and that is very frustrating.

7. Open the session early and test if it works

Take your time to set up your computer, connect to the network, open the Skype for Business session (or whatever tool you are using) and test if it is really working as you expected.

I have attended plenty of online meetings and presentations where we started late because of technical issues. This is also true for ‘classic’ presentation in meeting rooms with faulty beamers of course. The worst issues were usually in sessions with a mix of online and offline participants, where the beamer, the audio and the shared screen would go wrong independently…

So set everything up at least 15 minutes before you start the session. You need to have enough time to fix problems or ask technical support to fix them for you. Ask a colleague who is not in the same room if they can check if they can hear you and see your screen. If you have a mix of online and offline participants, check if your test colleague can also hear people talking at the other end of the room (i.e. if your RoundTable device is working). If you don’t want your attendees to see your tests (in formal sessions), you can configure your Skype for Business meeting to let attendees wait in the meeting lobby until you allow them to enter your digital meeting room. For informal meetings, I usually let everybody see my tests, because then I don’t have to remember letting them in…

8. Be careful of open mikes

With these microphones, you do not immediately see who can hear you.

We have all heard of politicians’ bloopers when they speak ill or people without realizing that they are doing so in front of an open microphone. Fortunately I have never witnessed any really embarrassing situations in online presentations, but it is still a pitfall. Especially if you are about to start a mixed session and only one colleague has arrived in your meeting room. Be careful what you are gossiping about with that one colleague, because there may be ten colleagues who have just joined online and who are listening in…

So assume that other people are listing and that a recording is running unless you are quite sure that this is not the case.

9. Take into account that the shared screen may be slow

When you share your screen in an online presentation, the visual part tends to lag behind: the online attendees see your cursor move seconds after you have moved it.

I gave a training session to a lot of online participants from all over the world; the cursor was a least 3 seconds slow and I had to be very careful of how I moved my mouse. And we once had a meeting with people that had a slow internet connection where it took even longer; we had to wait for them to tell us if they had actually seen the cursor reach the button we were aiming for – I hope I never have to experience that again.

So move your cursor slowly. Don’t move it around a lot. Just move it slowly to where it has to be. Wait a moment before you click anything. For important presentations with a lot of participants, ask a colleague to sit next to you as an attendee, so that they can signal to you if you need to slow down.

If the session has a video component showing you as a presenter, you need to be careful not to move yourself too much or too quickly either. That would be distracting and it can also disrupt the video signal, which can’t keep up.

10. Don’t forget your online attendees in a mixed session

Mixed sessions can be tricky, with offline participants who are with you in the room as well as online participants who have joined via Skype for Business for example.

Our knowledge sharing lunch sessions always have a mix of participants who are at our headquarters and particpants online who cannot make it to the meeting room. Especially if there are many participants in the room, presenters sometimes forget about the online particpants: they start to point out things on the beamer screen with their hands instead of their cursors for example.

So stick with your computer and your cursor. Don’t move around in the room and point with your hands. Somebody has to keep an eye on the chat to see if there are any questions from the online people, especially if you have muted all attendees. Unmute people who have complicated questions or remarks – talking is easier than typing.

 

For any presentation, you need to prepare your story, prepare your demo, speak slowly and clearly, and use all the regular presentation skills. But if you present to an online audience, you need to do a bit more. I hope these 10 tips will help you with that.

May 31, 2015

Sightseeing Digital Workplaces

Filed under: Digital Workplace — frederique @ 01:11

I love guided tours of digital workplaces. Usually they are hidden behind the walls of organisations. Firewalls that is. But sometimes we can visit and get a guided tour. A digital visit. This gives us an idea of what is happening in the domain of digital workplaces, what works for other organisations and what were their challenges.

Recently I attended part of Digital Workplace 24, DW24. There was no way I could attend the full 24-hour marathon, but I could catch some sessions. The reason is that the marathon itself was a digital event: I could enter the digital conference room from my digital workplace, whenever I had a moment. A good case of eating our own dogfood – or drinking our own champagne. I have watched earlier editions, and I will watch future editions whenever possible.

Some things that struck me in this online conference:

  • There are some great digital workplaces out there: the starting point is the intranet portal homepage, but employees – especially knowledge workers – can click from there to get their job done. Arup stated the following principles for their digital workplace, and these seem to apply to many others: “me-centric”, collaborative, findable, a single source of the truth, and mobile.
  • A lot of them are built with SharePoint. There were workplaces built with SharePoint 2010, 2013, Online, hybrids of on-premises and online… The hybrid scenario came up several times during the marathon. The main reason we see to put some things on premises is regulations and requirements from clients who want their data in their own country.
  • Non-knowledge workers are starting to be connected. The knowledge workers are still the main audience: employees who do their jobs using computers. Employees who work in the shops or factories or otherwise outside an office are usually not connected to the digital workplace. But many organisations start to involve these employees too. For example, Barclay offers their employees in the branches mobile access to the Knowledge Info Kit. And Ikea has an “extranet” so that factory employees can read news and find staff information from their personal devices at home. Coca Cola emphasized that all employees have access to their responsive iConnect, and they have iConnect Express for factory workers who have little time..
  • Less is more: Adidas told that they made a conscious effort to keep their digital workplace as clean as possible. They left out everything they do not really need. And they did not overload it with a big branding look & feel. The brand feel comes from the content. The result is an impressively effective and good-looking digital workplace.
  • My tools tiles are quite popular. Several homepages contained a set of tiles leading the users to their favorite apps, tools, solutions, whatever you call it. Users can modify their own ‘My tools’ set. American Express calls it the ‘toolbelt’ and offers it in a dropdown from the main menu.
  • Many digital workplaces are responsive and work on mobile devices. Or at least part of the digital workplace is: the portal, news, discussion forum, …
  • You need to know what your users need before you can build a digital workplace that meets those needs. The Mayo Clinic told us about their research into the work experience and needs of their nurses. They talked to nurses and followed them around in their jobs, and from that information they created personas for the different roles: “the tools of empathy”. And with these personas in hand, they came up with a digital workplace designed for the actual nurses instead of for “bosses”.

Great tours, interesting discussion. And we could join in from our own desk / armchair / couch / wherever. For free too. So I definitely plan to join again next year…

April 30, 2015

What have the Romans ever done for us? Some lessons learned in Pamphilia

Filed under: Digital Workplace — Tags: — frederique @ 23:56

I’ve recently given a talk at our Macaw conference, which was held in Side. Nowadays Side is on the south-west coast of Turkey. But in antiquity, Side was founded by the Greeks, thoroughly Hellenised by Alexander the Great, and then absorbed into the Roman empire. And that is still very visible. Side and the other cities in the region of Pamphylia are full of Greek and especially Roman ruins. So I thought I should take a look at what the Romans have done for us and what we can learn from them in our current work with SharePoint and the digital workplace.

Side was very clearly a part of the Roman empire: a lot of the buildings and stuctures are typically Roman, as the Romans were very good at standardisation. But were Side and the other cities of Pamphylia just copies of all the other Roman towns? No. Let’s see some examples and the lessons we can learn from them.

Learn from others

The temples in Side, for example, look a lot like the Roman temples elsewhere in the Mediterranean area and in Western Europe. But they also look a lot like the Greek temples. And that makes perfect sense: The Romans took over a lot from the Greeks, including many elements of their temples.

 

The Roman temple of Apollo in Side. Roman temples look rather like Greek temples, and Apollo himself was also taken over from the Greeks.

The Roman temple of Apollo in Side. Roman temples look rather like Greek temples, and Apollo himself was also taken over from the Greeks.

A Greek temple of Zeus, chief god of the Greek pantheon and god of thunder. (In Cyrene, Lybia)

A Greek temple of Zeus, chief god of the Greek pantheon and god of thunder. Built in the 6th century BC (and restored) in Cyrene, Lybia.

And they also took over the gods living in those temples. The Greeks for example had the god Apollo and the Romans have exactly the same Apollo. And while the Greeks had Zeus as their main god, the god of thunder. the Roman had Jupiter: exactly the same guy, with just a different name. And why not? If it suits you, why invent something else if you can re-use what somebody else invented. The Romans did not have to worry about copyright infringement…

So: Learn from others. Get inspired by and re-use their patterns and practices if they suit you.

In my work, I alway love sightseeing other intranets and digital workplaces, for example in the NN/g intranet annual and the Digital Workplace 24 session. To get inspired by other people’s great solutions. Especially when I learn what really works in real life, at least for their users.

Re-use great solutions, patterns and practices

The Romans built aqueducts all over their empire. There is an interesting aqueduct at Aspendos in Pamphylia, but you also see them in France. For example, the Pont du Gard.

The aqueduct in Aspendos

The aqueduct in Aspendos

An aqueduct is a great way to bring water from the mountains, for example, into a populous city. Drinking water, but also water for the Baths. Romans loved their baths. Not just for getting clean, but also for socializing. We have Facebook, they had their communal bath complexes.

Again, we find those baths all over the Roman empire, and they all have basically the same structure. They include cold baths, warm baths and hot baths, and associated rooms like a changing room. To get the required heat in especially the hot baths, a system of floor heating was used: a hypocaustum. The floor was raised on stacks of brick tiles, so that hot air could circulate under the floor from a nearby oven. During the conference we saw the impressive ruins of a bath complex in Perge, but I have seen exactly the same system in North-England for example. And why not? If it works, just use the solution wherever it is applicable.

The raised floor in the warm baths allow hot air to circulate. The floor is held up by stacks of brick tiles. (South baths, Perge)

The raised floor in the warm baths allow hot air to circulate. The floor is held up by stacks of brick tiles. (South baths, Perge)

Floor heating is especially handy in cold places like the north of England, at Hadrian's wall.

Floor heating is especially handy in cold places like the north of England, at Hadrian’s wall (Chesters). The same hypocaust system is used here.

So: re-use great solutions, patterns and practices.

In my work, I sometimes re-use the same app for clients that have the same needs. Within the same organisation, we create site templates for teams that have similar needs, like project teams or a departments. And often, I create a solution that is inspired by another one, but implemented differently. For example, I have several clients who have confidential dossiers that need to go through a process. So in both cases we have set up SharePoint Document Sets that will get a workflow and item level security. Re-using what works.

Standardise structures to allow the users to recognize easily where they are

The street plan of a Roman city is a grid: there is a straight main street running north-south (the cardo), another straight main street running east-west (the decumanus) and the other streets nearly fill out the grid pattern. And the main buildings can be found in the city center where the main streets cross each other. By the way, the Romans also took over this street plan from the Greeks: the father of urban planning was Hippodamus of Miletus (which is also located on the coast of present-day Turkey).

I have never been to the city of Timgad, in Algeria. But I immediately recognize the standard Roman street plan.

I have never been to the city of Timgad, in Algeria. But you immediately recognize the standard Roman street plan. (from InStoria)

The map of a standardised Roman military camp

The map of a standardised Roman military camp (from CPAT)

The Romans then put the idea of this street plan into practice, because it was handy. Not only in cities, but also and especially in military camps. The soldiers in the Roman army came from all over the empire. For example, in the north of England, at Hadrian’s wall, we saw that a regiment of Syrian archers had been based there. Those guys were far from home, but they could easily find their barracks right from the start, because the layout of the camps was completely standard.

So: help the people know where they are and find what they are looking for by adhering to the standards in your structures.

In my work, I often create sites where the users do not want to be surprised but they want to get to business quickly and easily. Then it helps to put the main navigation at the top, the navigation in the context of the team site on the left, the main content in the center, and the ‘see also’ links on the right-hand side. That is what the people are used to, so they don’t have to spend any energy in trying to figure out what is where.

Adapt to the situation

Even though the Romans followed standard patterns, they did not push everything into a standard mould. For example, a typical Roman city has a straight street grid. But in the city of Perge in Pamphilia, the cardo, the main street running north-south, is not straight at all; it has a bend. We see such bends occur in streets where the terrain does not allow the street to run straight. In Perge there is no cliff  in the way, so my hypothesis is that the Romans adopted an existing street that already had a bend, as Perge existed already in Greek times, and the Romans did not try to straighten it out.

In Timgad, the Streets are perfectly straight.

In Timgad, the Streets are perfectly straight. This is exactly by the book.

In Perge, the cardo has a bend, instead of running perfectly straight

In Perge, the cardo has a bend, instead of running perfectly straight. (from waterhistory)

Another example is the floor-heating hypocaust in the baths. Normally the floor is raised on stack of brick tiles. But in Perge there is a hot bath where the floor is raised on arches. Perge is in an earth quake area, and arches are a lot stronger than mere stacks…

The raised floor in the warm baths allow hot air to circulate. The floor is held up by stacks of brick tiles. (South baths, Perge)

Normally, the floor in a hypocaust is held up by stacks of brick tiles.
(Tepidarium, South baths, Perge)

The floor in the hots baths in Perge is not raised on stacks of brick tiles, but arches.

This hypocaust floor in the hot baths is not raised on stacks but on arches
(Caldarium, South baths, Perge).

So: adapt your standard solution to the specific situation

In my work, I often help clients put together a SharePoint site, using standard SharePoint only and based on a standard site template. But we always check what this particular team needs in their situation and tweak accordingly: change a view to display the data differently, add a web part / app part to the homepage to make what is important to them more prominent. Tweak the standard solution to make it fit the users’ needs instead of pushing the users to fit into the standard solution. Especially when standard SharePoint allows you to implement these tweaks by configuring the front-end. No need for a developer in these cases.

Allow for the local language

What struck me in Pamphylia (but also in Jordan and Syria the eastern part of the Mediterranean), is that so many inscriptions are in Greek. Not in Latin, the standard language of the Romans. For example, a lot of statues in Perge were dedicated to Plancia Magna, a priestess and important benefactress of the city.  These statues had an inscription explaining who she was and what she did. And none of the inscriptions I saw was just in Latin. They were in Greek or bilingual Greek and Latin. And this makes sense, because culturally the people in these regions still felt Greek, even though they were Roman politically and economically. That was good enough for the Romans.

Priestess and benefactress Plancia Magna from Perge

Priestess and benefactress Plancia Magna from Perge (more about her). The statue now lives in the Antalya museum.

This statue base for Plancia Magna  is inscribed both in Greek and Latin

This statue base for Plancia Magna is inscribed both in Greek and Latin

So: allow for the local language.

In my work, I often see corporate intranets of big international organisations with language issues. The organisation states that the corporate language is English (that is what it usually is in practice) and that the intranet should be in English. And then employees in The Netherlands, France, Germany, Spain, Poland etc etc are very unhappy that they have to try to understand all that English, and they feel unconfortable participating in a language they do not quite master. It helps if at the very least the local content and the local discussions are in the local language. Yammer has a ‘Translate’ link that should help users deal with international conversations in their own language. In any case, we cannot ignore the language issue.

Allow for local style

Columns are a normal sight in the Greek and Roman world, like the columns lining the collonaded streets. But in Perge, they put pictures on some columns lining the cardo. I have never seen this anywhere else. This is a Perge idioynchrasy. And this was not a problem at all for the Romans.

The cardo in Perge is a collonaded street. Perfectly normal for a Roman city.

The cardo in Perge is a collonaded street. Perfectly normal for a Roman city.

On this column in the cardo in Perge, we see a picture. I have only seen this in Perge. This picture is Artemis Pergaia.

On this column in the cardo in Perge, we see a picture. I have only seen this in Perge. This picture is Artemis Pergaia.

So: allow for local style.

In my work, I often see that teams want some specific styling elements in their team sites. For example, a dfferent logo or image. Or select their colour scheme from a set of three different colour schemes. They want to make the site their own in a visual way, and we should allow them to do so. Within limits, because we generally prefer the sites to feel like they are part of the same digital workplace of the organiation (to avoid users feeling lost…) and usually there is also a corporate communication department that wants to make sure that all sites still conform to the corporate branding style.

Respect the local convictions

The question of local style is not just selecting about your own colour or putting a picture on a column.It goes deeper. For example, a picture on a column in Perge depicts Artemis. The Perge version of Artemis Pergaia, which looks quite different from the standard Greek Artemis or the Roman equivalent called Diana: the godess of the hunt. And the Artemis as she was worshipped in Ephese (also in preseent-day Turkey) looks even more different from the original one. The Artemis of Ephese is a fertility godess who shares a name and a connection with animals with the original Artemis, but little else.

The classical Artemis is the godess of the hunt (Museum of Messene, Greece)

The classical Artemis is the godess of the hunt (Museum of Messene, Greece)

Artemis of Ephese is a fertility godess (Museum Tripoli, Libya)

Artemis of Ephese is a fertility godess (Museum Tripoli, Libya)

But as far as the Romans were concerned, everybody could worship their own gods, worship their own versions of the Greco-Roman gods, or whatever they liked. As long as they respected the Romans’ power and the Romans’ gods (including the emperors) and did not try to wiggle out of the Romans political and economic grasp.

So what I like to take over from the Romans is the idea that we don’t want an ad hoc mess, but we also don’t want a restrictive straightjacket, but we want a systematic solution that meets the people’s needs.

March 28, 2015

Office 365 Video Portal – It is a start

Filed under: Digital Workplace,Office365 — Tags: — frederique @ 21:32

The Office 365 offering now includes a standard Video Portal. So how does it work for us? We can use it to share videos with our colleagues in an easy way. However, it has a lot of limitations at this point. The bottomline is that we can use it, but I cannot recommend it wholeheartedly yet.

Video is often talked about in the context of Corporate Communications, as it can be a great medium to convey corporate messages in a lively, appealing way. For me, video is a great medium to share knowledge, and offer ‘how to’ instructions, for example. Show, don’t tell how things work. In a video you can also capture a real-life presentation and demonstration for the people who were not able to attend it in person, like the knowledge sharing lunch sessions that I talked about in a previous post.

So the new Office 365 Video Portal could be very useful. Only it is not as useful as I had hoped. Not yet at least. I am looking forward to the improvements that will make it shine.

Video portal in the Office 365 menu

Video portal in the Office 365 menu

I have put the recordings of our knowledge sharing lunch sessions in the Video Portal, but a lot of basic functionality that I want to use is just not available yet. I found a lot of information about what the Video Portal does and does not do in this review and this ‘how to’. Below, I list the things I like and do not like in the Video Portal as I am setting up a video channel for our lunch session recordings. I am not trying to do anything fancy, just want share these knowledge videos in an easy way.

What I like about the Video Portal

It is easy to create a video channel

I was able to create a video channel for the lunch session within minutes, with the button New channel.

Create a new video channel

Create a new video channel

It is easy to upload a video

To add a video, just click Upload videos and then drag & drop one or more videos into the channel.

Upload a video

Upload videos…

... by dragging and dropping

… by dragging and dropping

Please be patient: It takes some time to process the video. My 47 seconds of test video of almost 20 MB took about 5 minutes.

Processing takes quite some time

Processing takes quite some time

It is easy to play a video

When I click on the thumbnail, the video starts to play. Then I can do the usual: play it full screen, pause it, rewind, jump to a later section, change the volume, and play it again.

Play the video, with the usual options to view full screen, pause etc.

Play the video, with the usual options to view full screen, pause etc.

What I miss in the current Video Portal

I cannot select my own thumbnail

The thumbnail image of the video helps users to decide if the video interests them, and it makes the video portal look more appealing.

The problem is that the system creates the thumbnail for me automatically based on the first seconds of the video. And my Lync recording all turn out with blank thumbnails. So the video thumbnails just look stupid right now… I can’t select my favourite moment and take a snapshot in the Video Portal. I can’t create my own picture manually and add that as my thumbnail. This surprised me, because I can do that in the SharePoint Media Web Part and I expected a thumbnail option here as well.

I cannot change the thumbnails, and the thumbnails of my recordings are blank.

The thumbnails of my recordings are blank and I cannot change the thumbnails .

So, for now I need to edit my video before I upload it, so that the system (Azure Media Services) picks a more interesting snapshot.

I cannot add metadata except a title and description

I created a channel for Lunch sessions where I hoped all my colleagues who organize or give these sessions could upload their recordings. And I counted on metadata to structure the – hopefully – big collection of videos, by tagging the videos with the lunch session series that they belong to, the subject, the type of session, etc. That is how we organize our files and our data, right? By enriching them with metadata and offering different views and refinement options?

The problem is that currently the only metadata I can add are the title and a description; the system adds the duration (0:47 in my test video). If I want the owner of the video to be included in the metadata, I will have to ask that person to upload the video himself or herself. And even then, the owner’s name is only displayed when you click the ellips (the … dots) from the thumbnail. This surprised me, because SharePoint is  good at metadata and I expected the same functionality here.

Videos don't have custom metadata or even categories.

Videos don’t have custom metadata or even categories.

The only metadata shown with the thumbnail are the title and the duration. When I click the ellips (...) I also see the description and the owner.

The only metadata shown with the thumbnail are the title and the duration. When I click the ellips (…) I also see the description and the owner.

So for now, we use channels to provide the main structure and make the title of the video as informative as possible. In the lunch session channel, we use the following naming convention: [series] – [title of the session] – [name of the speaker] – [date of the session].

I cannot give people Contribute permissions

I want my colleagues to upload their own videos. But I am the owner of the channel, and I do not want just anybody to change the settings of my video channel.

The problem is that permissions in the video channels are all or nothing: either people can only view videos, or they can not only add and manage videos but also manage the channel itself. This also surprised me, because SharePoint has known the Contributor role since at least 2003. Obviously my SharePoint-based expectations are quite wrong for the video portal.

Permission options in the video channel

Permission options in the video channel

So for now I have given all my colleagues ‘channel admin’ rights in my video channel and I trust them not to break it.

The spotlights are static

I want to be able to highlight the videos that will be of special interest to many viewers, so that these interesting videos do not get swamped by the rest. This is especially important if the other ways of structuring the video collection are not optimal. In the new Video Portal I can put videos in the spotlight. Via cogwheel > Video channel settings > Spotlight.

Videos in the spotlight. It is a pity the thumbnails are blank..

Videos in the spotlight. A pity some thumbnails are blank..

The problem is that the spotlights are static: I have to indicate which video belongs in which spotlight tile. The spotlight tiles do not get filled automatically based on a ‘spotlight’ tag, so that we always see the latest spotlight videos. I cannot drag them from one time to another.

Spotlight settings: click on a tile to select the video that should be displayed there.

Spotlight settings: click on a tile to select the video that should be displayed there.

So for now, I have to manually go to the spotlight settings and change them regularly, to keep the start page fresh and to make sure the recent videos of special interest also get a chance.

 

Bottomline is that I find the Video Portal interesting, especially if Office 365 and the underlying Azure Media Services can handle big video files smoothly, and if we can play the movies on different devices in a size and format that fits the device. But as yet, we have only the bare bones of the Video Portal of our dreams.

February 28, 2015

Share knowledge? Let’s do lunch

Filed under: Digital Workplace,New world of work — frederique @ 20:23

My colleagues and I are consultants, who usually work in different locations. But we need to share knowledge, as in our domain things change a lot and best practices are not necessarily clear cut. So we organise biweekly lunch sessions, where we get together online and offline, to share our questions and answers, tips and tricks, thoughts and results.

Of course we also use digital means to share knowledge, like Yammer groups for discussion, team sites to share more structured information, Lync for meetings and conversations when we have urgent questions. But we like to get together in an informal setting, to discuss interesting projects, new features that we are finding out about, spiffy solutions to problems that others may also be experiencing, and anything else that is on our mind.

In our department, Macaw Workplace Solutions, we have been organizing biweekly lunch sessions for several years now. Other departments are also starting lunch sessions, and the new organisers asked me for some tips. So let me share my tips and lessons learned concerning knowledge sharing lunch sessions.

Locate offline and online, live and recorded

  • Meeting room for people in the office: We prefer to meet in person, to be able to look each other in the eye as we discuss our knowledge. So we book a meeting room in our headquarters that is large enough to accommodate the people who can make it there.
    • Practical tip: Book the meeting room in advance, even when you don’t know yet who the speaker will be.
  • Lync for people who are elsewhere: When we are at a client’s office, for example, we can join online, via Lync. We are in the New World of Work after all…
    • Practical tip: In the Lync meeting, you can switch off audio for the participants, if there are too many of them and the session becomes messy. I usually ask the participants to mute themselves while they eat (it is a lunch session after all…), and unmute themselves to join the discussion when they have a question or a contribution.

      Invitation to a lunch sessions, including a Lync Meeting. Set the options in the Lync meeting according to your needs.

      Invitation to a lunch sessions, including a Lync Meeting. Set the options in the Lync meeting according to your needs.

    • Practical tip: Try to get a meeting room with a RoundTable videoconferencing device or something similar. We hardly ever use the video part of it, as we look at the presenter’s shared desktop, to see his or her demo or presentation. But we do use the audio part: the participants online can hear everything that is discussed in the meeting room and join in. If audio only comes from the microphone in the speaker’s laptop, the online participants can’t hear the offline participants’ questions and remarks.
  • Lync recording: For people who can’t make it at all, we make a recording of the entire session. These recordings are then shared in our digital workplace environment.
    Start recording in your Lync meeting

    Start recording in your Lync meeting

    • Practical tip: record the session from a computer that is firmly connected to the network and to a power source, to avoid hiccups. I’ve ended up with a disappointing recording when I tried to record the session from a wobbly outside network and I won’t try that again…

Time during our lunch break, biweekly

  • Biweekly: We organise a session every other week. This is a rhythm we can sustain, without taking too much time from the volunteers who present their work and ideas or from the participants.
    • Practical tip: Don’t aim for a frequency that you cannot sustain. Once you have to start canceling sessions because you can’t find enough speakers, your series may fall apart.
  • Fixed day and time: We have a regular schedule, so that people can predict when the next lunch session will take place, even if it has not been announced yet. That makes it easier to join. We alternate between Wednesdays and Thursdays, because there was no single day when every colleague could attend. If we would always pick, for example, Wednesdays, we would exclude some colleagues. Now we know that everybody can at least attend some sessions.
    • Practical tip: Ask your colleagues which days they would prefer (in a survey for example). Consider alternating between two days, especially if you know that colleagues would be unable to attend at all during the single day you pick, because it is their part-time day or because they are working at a client’s office without an opportunity to dial in via Lync.
    • Practical tip: Book the meeting room and the speaker for 30 minutes before the session is scheduled to start, so that you have time to set things up. Then you can fight with uncooperative devices without annoying a dozen or more colleagues who don’t want to sacrifice their lunchtime for delays.
  • Lunchtime works well: Years ago, we organised knowledge sessions in the evenings. But then the group of colleagues grew older, started families, and it became more difficult to claim the evenings for work-related knowledge sharing. If we organise these sessions during working hours, most colleagues could not attend due to project-related commitments. So the lunch break is a nice compromise.
    • Practical tip: Start a bit later than lunch hour. The participants usually want to go to the cafeteria to grab a take-away lunch first (no, we don’t have funding to actually offer the participants lunch during our lunch sessions…). When we started at 12:00 sharp; many participants were still in the queue at the cafeteria and arrived late….

Invite speakers who have done an interesting project

  • Don’t wait for volunteers, but ask: My colleagues don’t often come up to me and proactively tell me they want to present their work at a lunch session. But when I ask them, they are ready enough to volunteer their time and share their knowledge.
    • Practical tip: Try to get backing from your management, so that you can spend official time on this. It does take time to organise these meetings and prepare a presentation (especially for novice presenters), and if it is all your own time, the series may fail.
  • Put out feelers and ask for ideas: I try to keep an eye on the discussions in Yammer and other channels. And I spar with a colleague who has a better overview than I have of the projects that we do and the challenges that we run into. That gives us ideas that we can discuss with potential speakers.
    • Pratical tip: Put ideas in a shared list. If they don’t work out now, they may result in a lunch session later.

Advertise to the core audience and all other colleagues

  • Put up a clear announcement: Tell the prospective audience what they can expect from the lunch session, so that they can decide if it is relevant for them:
    • Practical tip: Include:
      • the name of the speaker,
      • the title of the sessions,
      • an abstract,
      • the type of session (is it about a specific project we did for a client or about the technology or tools?),
      • the target audience (for example, is it a technical session for developers, or a business oriented session that is also interesting for sales people?),
      • the level (can anybody follow the session or is it for specialists only?)
  • Send Outlook invitation to the core audience: I send Outlook invitations to the colleagues in my department and to the colleagues in other departments for who this particular session could be particularly relevant. The Outlook invitation allows these core participants to put the lunch session in their calendar, including the link to start the session online in Lync.
    • Practical tip: Encourage everybody to forward the invitation to all colleagues that they know would be interested. I don’t know all of my 250 colleagues, so I am taking advantage of our people network …
  • Post it on the intranet and/or internal discussion forum: I put the full announcement, including the link to the Lync version of the meeting, in the Events list we see on the homepage of our intranet. In addition, I post the key information in our Yammer network, in the All Company group. This post links to the event page for further details and the Lync link.
    • Practical tip: Post the invitation about a week before the session, and add a reply on the morning before the session to pull it back up to the top of the page.

So let’s do lunch, in person or virtually, and share our knowledge!

January 31, 2015

OneNote – My notebook offline and shared in SharePoint

Filed under: Digital Workplace,Office365 — Tags: — frederique @ 22:07

I have been working with OneNote for a while, and today it struck me again: this tool is really helping me a lot. To me, OneNote is a combined notebook and scrapbook: I can write down notes and paste interesting stuff that I found elsewhere. For myself, online and offline. But also shared with my colleagues. So let me tell you what I use and appreciate a lot.

Gathering information

  • Enter information like in Word, typing text and inserting things and structuring it with headings, lists etc. I can start typing anywhere on the page, just like I used to scribble additional notes on paper. OneNote has predefined tags for tasks, ideas et cetera, to help you visualize what is what.

    OneNote: Enter information

    Type information onto a page, insert images, structure it with headings and lists. And add tags to visualise tasks etc.

  • From Outlook: I often add important mails with my notes. In the olden days I used to gather all my paperwork in big physical dossiers. Now I send the mail to OneNote directly via the button in Outlook. You can select where you want to put the e-mail: as a separate page in a section of a notebook or on some existing page.
    Outlook: Send to OneNote

    Send information to OneNote from Outlook

    The entire e-mail message, with its header attachments and content, is put in your Notebook:

    Mail message sent to OneNote

    The mail message is included in the notebook, with its header, attachments and content

  • Screen clippings: I find a lot of information on the intranet or the internet, that I also want to include in my notebook. I can use any tool to grab a screenshot. But OneNote also has its own option for screenshots: Windows button + shift + S. The advantage of this option that it includes a reference to the page where I found it, so that I can click to the original page from your notebook.
    Note: In Windows 8.1 the key combination is Windows + shift + S. Earlier it was Windows + S. See this blog post and Microsoft’s page.

    OneNote screen clipping

    A screen clipping with a reference to the page where it was captured

Finding information

When I have gathered information, I want to be able to find it again quickly and easily. This can be challenging, as I work for a lot of clients, in a lot of projects and initiatives.

  • Browse: I browse through my notebooks by selecting a notebook, selecting a section tab and selecting a page. When I get busy on a subject that is hidden too far away, I drag that notebook, section tab or page and drop it at the front of the line. On a large screen, I pin the list of notebooks to the left hand side; on a smaller screen I unpin it to give me more space for taking notes.

    Browse my notebooks

    Browse my notebooks, the sections in the notebook and the pages in the section.

  • Search: By now I have many notebooks and some have many sections. So I am not always sure where the notes that I am looking for are stored and I cannot browse to every note easily. But I don’t have to: OneNote has a great search functionality.
    I enter the term in the search box and OneNote will search for it in all my notebooks – unless I specify that I only want to search this notebook or this page for example. And it will search for that term in the titles, anywhere on the page, and even in images like screen clippings! This makes OneNote far superior to my old paper notes…

    OneNote search

    Search anywhere in my collection of notebooks, including the text recorgnized within images

Working offline, storing online

I often commute to work by train, and most of those trains don’t have proper wifi. So I work offline on the train on either my own laptop or the laptop my client has provided me with. But I don’t want to lose my notes when the laptop dies – yes, that has happened to me once. And I do want to use my (non-confidential) notes on my other laptops as well.

  • Offline: OneNote is part of the office suite on my computer. The screenshots above were all grabbed from this OneNote on my computer. I can work offline with it. Just like I can work offline with Word, provided my Word file is available offline.

    OneNote is part of the Office suite installed on my computer.

    OneNote is part of the Office suite installed on my computer.

  • Online: I work offline on the notebook we’ve seen above. But it is actually stored online, in Office 365. So the information is not lost when an individual laptop breaks…
    I can also use the notebook in the online version of OneNote, within the context of the Office 365 site. Actually, I usually work in the OneNote on my computer, because it has more options than OneNote Online. That is why there is a button Open in OneNote in the online version.

    OneNote Online

    OneNote Online: the online version of my notebook, as I can use it in the browser.

    When I am connected to the network, it automatically synchronises the notebook on my computer with the online versio. For example when I have finished my train journey and arrive at the office. In case it doesn’t synchronise immediately, I can ask for it.

    Synchronise the version on this computer with the version stored online.

    Synchronise the version on this computer with the version stored online.

Sharing information

I almost always work with other people – colleagues, associates, friends. And I want them to see my notes too. And I want them to add their own contributions, so that I can see what they have thought of or jotted down. Fortunatey, I can share my notebook. I just have to make sure it is stored in a share location and not on my own c-drive.

  • Share the notebook: To share, click File. For the notebook you want to share click Invite people to this notebook, or Share on Web or network to move it from your c-drive to a shareable location first:
    OneNote share notebook

    Share a notebook by inviting other people to it. If the notebook is stored on your c-drive, share on web or network: put it online so that others can be invited to it.

    Then you can enter the people with whom you want to share, and select their permissions: can they edit or only view? You can see at the bottom of this page who already has what permission.

    Invite the people with whom you want to share the notebook.

    Invite the people with whom you want to share the notebook.

  • See what my colleagues did: If we are collaborating, I want to see what’s new since I last visited the notebook. OneNote marks the changed notebooks, sections and pages in bold. And on the page, the changed parts are highlighted.
    OneNote changed elements

    The notebooks, sections and pages that were changed since I last visited them, are marked in bold. The changed parts of the page are highlighed with a blue background.

    I can even see the older version of a page, via a rightclick on the page name. A rightclick on a version allows me to restore that old version, if the page was messed up.

    Versions of OneNote pages, accessible by a rightclick.

    Versions of OneNote pages, accessible by a rightclick.

  • Use the notebook that is included in standard SharePoint 2013 or Online teamsites. You can put a OneNote notebook on a SharePoint 2010 teamsite, by uploading the notebook file there directly or specifying that location when you share it. But when you use SharePoint 2013 or SharePoint Online, you automatically have a notebook for your team in that site. The members of the site are automatically members of the notebook as well.

    The standard Project Site already has a notebook

    The standard Project Site already has a notebook

  • E-mail a page to someone else: Sometimes I want to give specific notes to someone else, with whom I am not sharing the rest of the notebook.  I cannot give permission on a single page; only on an entire notebook. But I can send it by e-mail via the option Email page in the ribbon.

    E-mail this page of the notebook to someone else: the body of the page with all its content is put in the mailbody. The attachments are also attached to the mail.

    E-mail this page of the notebook to someone else: the body of the page with all its content is put in the mailbody. The attachments are also attached to the mail.

So OneNote helps me to work effectively and efficiently, both in solo efforts and in collaboration with others. It is not the only tool I use . For example, I love SharePoint lists for tracking things like tasks, because then you can slice and dice in different ways. But that is another story.

Today, I am savouring my favorite options of OneNote.

December 31, 2014

Happy New Year

Filed under: Digital Workplace — frederique @ 20:42

I wish you all the best for 2015, in your work and in your private life. May you all have interesting challenges, uninteresting bumps smoothed over seamlessly, and great fun with the people around you.

Not that my work life and my private life are all that separate these days. Yesterday I worked at the office but while waiting for my computer to process some work I could order the party food for tonight. And this afternoon I work from home, waiting for the shop people to deliver my party food. For Office 365, it does not matter where I am sitting.

This morning my digital workplace did not work as seamlessly as I had hoped. I have to migrate a lot of Gigabytes of files. I can move them into SharePoint Online from home just fine. But I did not have the source files. So I had to go physically to another city to pick up the external hard drive. Bummer.

Fortunately some colleagues were there at the office as well, so I could also do what is for me often the main reason to work at an office in real life: brainstorm and socialize face to face with colleagues, partners and clients. And wish them happy holidays and a great new year in person, in addition to all the digital good wishes…

For the rest of you, I will keep it digital: Happy New Year!
Happy New Year!

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