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From Beginner to Jedi A short trip from adding your first article to mastering the art of linking, tagging, and organizing sections to reach collaborative advantage. Traction User Group 2010 Jordan Frank

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Jordan Frank, Traction Software VP Sales and Business Development on Beginner to Jedi Traction TeamPage Skills. TeamPage Release 5.0. Oct 12 2010, Newport RI. For TUG 2010 Newport slides, agenda and more see www.TractionSoftware.com

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Page 1: TeamPage Beginner to Jedi, Jordan Frank

From Beginner to Jedi

A short trip from adding your first article to mastering the art of linking, tagging, and

organizing sections to reach collaborative advantage.

Traction User Group 2010

Jordan Frank

Page 2: TeamPage Beginner to Jedi, Jordan Frank

2

Training Module 1

• At its heart: “collaborative

hypertext journaling system”

• In Simpler Terms: a killer

combination of blog, wiki,

discussion, project

management, document

management, tagging,

notification, and search

• Even Simpler? E2.0 in a

Box

What?is

TeamPageXX

Page 3: TeamPage Beginner to Jedi, Jordan Frank

Training Module 1Why? and What?

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Training Module 1

• Experience one Model

for New User Training

• Dive Deep on Power

User and Skills for

Managing Spaces

• Share Ideas on

Training

Why?are we here

Page 5: TeamPage Beginner to Jedi, Jordan Frank

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Training Module 1

Advice from Chef

Walter Potenza:

Risotto is not rice, it

is a process.Why?are your

users here

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6

Training Module 1

• Collective Intelligence

Community

• Glossary

• BD Opportunity

Management

• IT Project Management

• Departmental

Knowledge

• Make it your own!

What?is

TeamPage

Page 7: TeamPage Beginner to Jedi, Jordan Frank

Training Module 2Basic Skills

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Training Module 2

• Login

• Navigate & Search

• Post

• What Happened?

• Comment

How?do we get

started

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Login

• Get Traction:

• http://........com

• Click to Sign In?

• Credentials?

• Encode?

• Remember me?

Page 10: TeamPage Beginner to Jedi, Jordan Frank

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Navigate - Offices are Intimidating

• Most offices look the

same

• HR, Sales, Ops...

• They can be explored

and understood

• But the action is not

observable

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Navigate - Playgrounds are inviting

• After login, the first skill is

exploring - to find value,

to gain a sense of place,

to witness the “why”

• Playgrounds offer

structure, but lack rules

• Kids learn from

eachother’s play

• Exploring should be fun

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Navigate - TeamPage Playground

• Dashboard

• Status

• Activity Feed

• Tag Cloud

• Space Cloud and Index

• Search

• Profiles

Page 13: TeamPage Beginner to Jedi, Jordan Frank

Status View Spans Spaces, filters to “Following”

Page 14: TeamPage Beginner to Jedi, Jordan Frank

Feed View Infinite Scroll,Expand/Contract to Read

More

Page 15: TeamPage Beginner to Jedi, Jordan Frank

Tag Cloud Roll UpSurf by Date, Click In

Page 16: TeamPage Beginner to Jedi, Jordan Frank

Tag Feed

Page 17: TeamPage Beginner to Jedi, Jordan Frank

Tasks FeedClick to Milestones, Projects

Page 18: TeamPage Beginner to Jedi, Jordan Frank

Server level Documents Tab

Page 19: TeamPage Beginner to Jedi, Jordan Frank

•Free text search

•AND by default

•Searches articles and comments

•Just click Search to get Advanced form

•Search by title, body, author(s), space(s), tag(s)

Basic Search

Page 20: TeamPage Beginner to Jedi, Jordan Frank

Attivio Search

• Free text search

• OR by default

• Searches articles,

comments,

attachments, share

folders

• Rank (default), newest

/ oldest first

• Entity extraction and

faceted navigation

Page 21: TeamPage Beginner to Jedi, Jordan Frank

Spaces DialogAll, Favorites, Directory

Page 22: TeamPage Beginner to Jedi, Jordan Frank

Spaces DirectoryAll with Descriptions, Cloud

Page 23: TeamPage Beginner to Jedi, Jordan Frank

Traction Software, Inc. Confidential - Do Not Distribute

Click author for micro-profile

Page 24: TeamPage Beginner to Jedi, Jordan Frank

Profile - Activity Feed

Page 25: TeamPage Beginner to Jedi, Jordan Frank

Profile - Set Up Your Ownsetup assistant offers tips

Page 26: TeamPage Beginner to Jedi, Jordan Frank

Feel Lost? Go Homeor lookup Spaces and People

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Post: Put a Toe in the Water

• The simplest thing you

can do?

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Post: Put a Toe in the Water

+• The simplest thing you

can do: just hit +• Do it for a reason. Its a

process!

Page 29: TeamPage Beginner to Jedi, Jordan Frank

29

Create New Article

• Navigate to a Space

• Click + on a Section

• It’s Just Like Email:

• Title

• Tag? Cool!

• Body

• Write a sweet first paragraph!

• Images

• Attachments

• Save for later, or post now

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Impact - What Happens?

• You posted!! Article

appears in sections:

• Newspage Sections

• Front Page Sections

• Activity Feed View

• RSS Feed

• Email Newsletter

• Instant Email / Jabber

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Click Through to Comment

• Article level comment

• In-line comment

• Stack or Nest

• Most rich text controls

available in-line, or

• pop-up for all “article”

functions, e.g. adding

attachments

• Comment across spaces

Page 32: TeamPage Beginner to Jedi, Jordan Frank

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Training Module 3

• Other ways to +• Edit

• Link

• Tag

• Export

FUN!What’s next?

Page 33: TeamPage Beginner to Jedi, Jordan Frank

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Post: E-Mail

• Server level e-mail box

• In Subject Line:

• :TAG

• @SPACE

• In the body

• Text, Images

• Attachments OK too

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34

Voila: Resulting Article from E-Mail

• E-Mail arrived in the

Exec space.

• @space (exec) was

removed

• :Tag (meeting) was

removed and applied

• Links resolved

• Attachment appears

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Post: Traction Instant Publisher V3

• .NET Client Installs from

Account Settings

• Screen shots

• Drag attachments

• Publish selection (and

attach file) from Office

and IE

• Outlook Social

Connector Integration

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36

Edit!

• Click edit button in right column or

on roll-over / context menu

• Pulls content into the same “New

Article” form

• Change content

• Change labels (better done with

the Change Label in Article view)

• Add /remove files (but not update a

new version of an attachment -

that’s done per attachment at the

bottom of the article)

• Describe Changes - shows in Edit

History

Page 37: TeamPage Beginner to Jedi, Jordan Frank

37

Edit History

• History shows history

of edits, tag changes,

moderation actions

(publish/draft/reject),

page name history, and

much more

• Compare any two

versions

• Revert to any version

Page 38: TeamPage Beginner to Jedi, Jordan Frank

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Link

• Link to External URL

• Link to an Article or

Attachment

• Link to a Named Page

• Link to Shared File or

Folder

• Link to a View

Page 39: TeamPage Beginner to Jedi, Jordan Frank

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Link to an Article: GUI or Traction ID

• In GUI - Article

Section. Lookup by

title or Traction ID

• In Text - Just type

Traction ID into the

body text:

PharmaReview71

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Link to a Named Page: GUI or [[Name]]

• Some Articles have a

“Page Name”

• Use the Link GUI or

• Use Wiki Markup in

body text:

• [[Wombat Trials for

BetaZoan Molecule]]

Page 41: TeamPage Beginner to Jedi, Jordan Frank

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Tag!

• Information gets

better with Tagging

• Tag at article level or

in-line

• Interactive wild-card

lookup

• Tag across Spaces

Page 42: TeamPage Beginner to Jedi, Jordan Frank

42

Export: Print, Email, PDF or WordML

• Print

• Email

• Include Links

• Include Comments

• Log Message Content

• Export to PDF or WordML

• TOC

• Reference Appendix

• Want to export a few at a time?

• Collect!

Page 43: TeamPage Beginner to Jedi, Jordan Frank

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Export: Email

• 1 Article or a few at time

(via Collector)

• Include links,

comments, tags -

admins can set defaults

• Log to a Space -

TeamPage makes a

reference trail

• Log message content

(or not) - like a CC to

your team

Page 44: TeamPage Beginner to Jedi, Jordan Frank

Jedi TrainingFrom the art of linking to best practices and

the king of all widgets, this training module

teaches strategic skills to power users and

space managers

Page 45: TeamPage Beginner to Jedi, Jordan Frank

45

Jedi Masters are Emergineers

• Jedi skills teach you how to

wield the features of

TeamPage

• Emergineering leverages

jedi skills for “social

process reengineering”

• Join raw material to well

managed navigation to

1. expose what’s important

2. and invite participation

in-the-flow.

Emergineering! http://traction.tractionsoftware.com/traction/permalink/Blog1326

Page 46: TeamPage Beginner to Jedi, Jordan Frank

46

Raw Material

• Articles

• Tags

• Other Article Metadata

• Links

• Relationships

(Comments, Children, and

More)

• Attachments

• Widgets

• Entry Properties

• Entry Type

Emergineering! http://traction.tractionsoftware.com/traction/permalink/Blog1326

Page 47: TeamPage Beginner to Jedi, Jordan Frank

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Manage Navigation

• Spaces

• Tagging Strategy

• Sections

• Table of Contents

• Links

• Sidebar Article

Emergineering! http://traction.tractionsoftware.com/traction/permalink/Blog1326

Page 48: TeamPage Beginner to Jedi, Jordan Frank

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Spaces: Smash Silos

• Smash Workspace Silos

• “We went from 5 silos in our organization to hundreds in a month after

deploying SharePoint.” - Michael Sampson’s blog.

• See Enterprise 2.0 and Silo Smashing:

http://traction.tractionsoftware.com/traction/permalink/blog1049 \

• Less is (usually) More & Broader is (usually) Better

• Less spaces to learn about = easier training

• More flow per space = more reasons to visit a space

• More people paying attention = more social interactions and

connectivity

• Broader spaces = more durability over time

Page 49: TeamPage Beginner to Jedi, Jordan Frank

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Space Scope: Where to Draw the Line

• Project is an area of interest

• Endocrinology

• Cardiology

• Project is a permissioned space

• Content is private to the Intelligence group

• Content is so mundane, no one would care

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Tags: Putting it Together

• Content type• Priority• Status• Assignment• Category

Requirement

P2

To Do

Stanley, FCS

Security

This is the Coordinated Collaboration Yin of blog and wiki structure

Assigning Project Team Requirements

Page 52: TeamPage Beginner to Jedi, Jordan Frank

52

Sections

• Provide end-user

configurable access to

views

• Defined for Front Page,

Space Newspages,

Profile Pages, Articles, E-

mail Digest, E-Mail

Notifier

• Can be defaulted or taken

from templates

• Interpreted by skins

Page 53: TeamPage Beginner to Jedi, Jordan Frank

53

Silo Smashing: When to Use Sections

• Sections focus the reader on what’s important

• Sections encourage contribution

• Be sparing with sections

• “Readers are most interested in Route Changes” When a section is too

long, people only read the top

• Number of sections reduces page view performance

• Be sparing tip:

• Use top level links (in Sections or Table of Contents) to expose deeper

navigation by explicit links to articles which include sections

• Limit number of articles per section

• Use section volume controls

Page 54: TeamPage Beginner to Jedi, Jordan Frank

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Front Page / Newspage Sections

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Article Sections

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Section Types

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• Title

• Type & Style to include

• Date Range

• Filter• Search (uses article text and rapid selector)

• Include (Articles, Comments), Status (Published, Draft)

• Skip is reciprocal

• Display

• Width: Small, Medium, Large

• Proteus: Small = Medium = 1/2. Large = 1.

• Interpreted by skin, affected by order

• Volume: Full, Brief, Snippets, Feed, Details, Title

• Min/Max

• Empty result in time slice pulls Min forward

• Sorting

• Newest, Oldest, Alpha, Rev Alpha, Random

• Most commented, most recent threads

• Display: Title, Details, Labels, Comments, Attachments

• Add Article: New Article, Template, Form

• Advanced

Section Display

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58

• See Doc359

• Test RS expressions in Front Page or Space Search,

• use a / then the expression

• If you do this from a space, you are inherently passing a variable scoping the search to the project’s content and tags

• Use Rapid Selector expressions to refine section content in section Filter / Search field

• Search term• termA termB

• c(termA and termB)

• Author• a(userID)

• Label• :labelname

• Two tags on the same paragraph• i(:tagA and :tagB)

Section Search Filters - Rapid Selector

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Sections: Why to Use “Random” Order

• “Spotlight On” Section

shows 1 of N employee

bio articles

• Random ordering (as

opposed to chron or

alpha) is a great tool

• Offers depth without

filling a page

• Keeps a site “fresh”

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Sections: Get Naked on Newspages I• Create an article to show

on the newspage:

IntelWiki32

• Section Type: Specific

Articles

• Width: Medium (1/2)

• Volume: Full

• Show Section Title: Never

• Display: Title only

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61

Sections: Get Naked on Newspages I• Two “naked” sections

lead off the IntelCollab

IntelWiki space

• Table of Contents also

provides top level

navigation

Page 62: TeamPage Beginner to Jedi, Jordan Frank

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Sections: Get Naked on Newspages II

• www.GlobalRust.org

• Top section shows

not section title and

no article title

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Table of Contents

• Specify Root Article in

Space Setup | Newspage

- Navlinks Tab

• Will show at top of

Tree

• Will show in Proteus

Wiki tab

• Add “Children” to Root

Articles

Page 64: TeamPage Beginner to Jedi, Jordan Frank

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Children

• Articles can have Children

• Hierarchical Navigation not

necessarily related to

actual links in the article

Page 65: TeamPage Beginner to Jedi, Jordan Frank

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Put it Together: TOC + Sections

• http://www.globalrust.org

• TOC Leads 3 levels

down

• Landing page uses a

Widget and multiple

sections

• People

• Institutions

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If a Wiki is Like a Quilt

• Traction TeamPage is a

Sewing Machine

• Stitching Articles with:

• Time

• Spaces

• Tags

• Links

• Relationships

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Why Link with Wiki Page Names?

Linking by Article ID

•Simple:

• Use the GUI or just write the

Traction ID

• PharmaReview71

• Backward

•Non-constraining:

• Titles do not have to be

unique

•Robust:

• Link is bi-directional

• Link to that Article never

breaks

Linking by Page

Name

•Simple:

• Use the GUI or

just write the

Page Name

• [[shoes]]

• Backward or

Forward

•Constraining:

•Ensures unique

Names in a name

space

•Robust:

• Link is bi-

directional

• Link to that

Page Name

never breaks

(but)

Page 68: TeamPage Beginner to Jedi, Jordan Frank

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Page Name Operations

You Can:

• Add

• Change

• Drop

• Add Back

Incoming Name Links:

• Latch automatically

• Change on Rename

• Break on Drop

• Re-Latch on Add

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Sales EastSales East[[Revenue [[Revenue RecognitioRecognitio

n]]n]]

Linking by Wiki Page Name

• Page names are unique

• Global Name Space

• Name Space in each Space

• Link Within space

• [[Revenue Recognition]]

• Link Across spaces

• [[SalesEast:Revenue Recognition]]

• Global Alias / Link to Specific Article

• [[*:Revenue Recognition]]

• Alias Across Space

• [[Company Car]] in Exec is aliased

to the page [[Corvette]] in HR

GlobalGlobal[[Revenue Recognition]][[Revenue Recognition]]

AccountingAccounting[[Revenue [[Revenue RecognitioRecognitio

n]]n]]

ExecutiveExecutive[[Company [[Company

Car]]Car]]

HRHR[[Corvette][[Corvette]

]]

Page 70: TeamPage Beginner to Jedi, Jordan Frank

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Linking with Rapid Selector

• Rapid Selector is a Seach, Navigation and Linking syntax.

• Use it:

• in the Search box

• /

• on the URL

• company.com/rs/..

• in an article

• [[/....]]

Page 71: TeamPage Beginner to Jedi, Jordan Frank

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Linking with Rapid Selector

• Escape Search box with a / to navigate with RS, and to test your links.

• When linking in an article, escape [[‘s (normally used for Page Name Links) with a /

• [[/link ‘a nice link’ ...]]

• Link to a Space newspage

• [[/link ‘marketing space’ ::marketing np]]

• Link to Issue Tags across all Spaces

• [[/link ‘all issues’ ::*:issue]]

• Link to Bug tags by Space

• [[/link ‘all bugs’ ::productalpha:bug]]

• Scoped by author, tag added

• [[/link ‘To Do Bugs by Jordan’ ::productalpha:todo added i(::productalpha:bug and

::productalpha:todo) a(jfrank)]]

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Linking with Relationships

• Linking directly by Article or Page Name

• References / is Referenced by

• Examples of Explicit Relationships

• Parent / Child

• Comments on / Commented on by

• Emails / is Emailed by

• Make your own

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Sidebar Article: Navigation Aid

• Use for key links,

navigation, hints

• Server default,

space over-ride

• Server Setup |

Defaults |Space

Settings - Display

tab

• Space Setup |

Settings - Display

tab

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Traction Tip: Embed Widget

• Embed is the Mother of all

widgets. iFrame is runner up.

• Allowed for specified Group

(configure in server setup /

plugins)

• Allows code including HTML,

Script and so on.

• Great for “naked” Front Page /

Space Newspage sections

• Drop in embed code from other

sites - Weather.com widget in

this case

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75

• Escapes the traditional

formatting rules in

TeamPage

• Easy to drop in content

from other sites

• Security issues can’t

be ignored (i.e. no

parsing of sript tags)

Traction Tip: Embed Widget

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Traction Tip: Eliminating Comments

• Article vs. Page Style

• Choose Page Style when posting: Does not “show” comment form but it’s still

possible

• Deny Comment Permission (Project Setup / Permissions tab)

• Works if you Deny across all spaces

• Otherwise, users can cross comment

• Moderation Settings (Project Setup)

• Deny “Everyone” group Comment permission in this Project and (Permissions Tab)

• Force comments to this project (Settings/ Editing tab)

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Traction Tip: Cleaning Up Hairballs

• In Edit Form

• Clean up messy code

• Remove Formatting

• Click into HTML

• Careful with item

numbers

Page 78: TeamPage Beginner to Jedi, Jordan Frank

78

Traction Tip: Like a Space? Re-use!

• Copy Once: Add

Space - More

• Copy Many: Manage

Templates - Turn a

Space into a Template

• Copies ACLs,

Sections, other

Settings

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Traction Tip: Eliminate Blank White Page

• Poor Man’s Forms

• Use any article as a template

• Clicking ADD button on section

will load that article

• Will pick up labels from section

and from source article

• Rich Man’s Forms

• Design your own, install as a

plug-in

• We have a plug-in

• Launch from Section ADD buttons

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Moderation: When to Use it

• Untrusted Users

• Content Review

• Edit a set of

interconnected

articles. Then test

and publish.

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Moderation: Published Mode

• Grey (draft) links

disappear

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Moderation: In Published Mode

• Draft readers see

glimmer of draft

content

• Published readers

can see their own

Drafts

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83

Moderation: Relevant Permissions

• Read Own (Pub or

Draft)

• Read Published vs.

Draft

• Read Edit History

• Publish vs. Publish

Own

• Lock Unlock / Edit

Locked