Hybrid for SharePoint Server Yammer Reference Architecture

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1 Hybrid for SharePoint Server 2013 Yammer Reference Architecture

2 Contents About this white paper... 3 Who this white paper is for... 3 Overview... 4 SharePoint Newsfeed... 5 SharePoint Community Sites... 6 Extending Community Sites... 7 About Yammer... 7 Yammer hybrid scenario deployment... 8 Yammer configuration... 8 Integrating Yammer into Office Step 1: Set Yammer as the default social network in Office Step 2: Add the Yammer app to Office Step 3: Add Yammer feed to a SharePoint page Integrating Yammer into SharePoint on-premises Step 1: Hide SharePoint Server 2013 social features Step 2: Get, install, and configure the Yammer app to embed Yammer feeds on SharePoint sites and pages Step 3: Add Yammer feeds Embedding a scaled-down JavaScript version of Yammer into SharePoint Additional information Microsoft Corporation. All rights reserved. This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. You may modify this document for your internal, reference purposes. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 2

3 About this white paper This document specifies the procedures necessary for an experienced Microsoft SharePoint technician to configure and deploy Microsoft Yammer in online, on-premises, and hybrid SharePoint environments. The procedures and prerequisites covered in the paper assume expert-level technical expertise and experience with Microsoft SharePoint Server 2013 and Office 365 Online, as well as an existing properly configured infrastructure. It is also assumed that readers of this paper: Have configured infrastructure for the hybrid environment. Have configured directory synchronization. Have configured server-to-server trust. Understand different authentication topologies. Who this white paper is for This document is intended for system administrators who need detailed guidelines for setting up Yammer in a hybrid SharePoint Server 2013 and Office 365 Online environment. To ensure a smooth setup process, the paper includes configuration steps, commands, and links to additional related reference architectures, such as: Hybrid for SharePoint Server 2013 Security and Identity Hybrid for SharePoint Server 2013 Search Hybrid for SharePoint Server 2013 Business Connectivity Services Hybrid for SharePoint Server 2013 OneDrive for Business Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 3

4 Overview Microsoft SharePoint Server 2013 implements features that simplify enterprise social computing and collaboration. Examples of social computing include social networking tools such as My Sites and social content technologies such as microblogs. These features enable users to easily capture and share the knowledge and expertise required to do their work. This sharing of information encourages collaboration, improves innovation, and targets relevant content to the people who need to see it. You can adapt content to each user while enabling administrators to set policies to protect privacy. While SharePoint Server 2013 provides social capabilities within the product, these capabilities cannot span onpremises or online, thus creating "islands" of information. In SharePoint Server 2010, My Sites provided a central place for users to store personal and shared documents, in addition to promoting their user information and expertise, tagging content, and communicating with others by using the Note Board. Through people search, users connected with one another and benefited from the expertise of others in their organization. In SharePoint Server 2013, My Sites continues to provide these benefits. However, the user interface is completely redesigned and modernized to give users an inviting and intuitive experience. A key change to the user interface includes a simplified, unified navigation experience for your own and others My Sites. Additionally, My Sites contains the new Microblog and Newsfeed features. These features allow users to engage in short, public conversations, and keep up-to-date on content and people in which they are interested. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 4

5 Figure 1 highlights just a few of the expanded features in SharePoint Server Figure 1: Expanding on real-time microblogging and community discussion in SharePoint Server 2013 SharePoint Newsfeed In SharePoint Server 2013, the Newsfeed page in My Sites continues to provide an aggregated view of activities from content and people the user is following. A new microblogging functionality also improves the feed by enabling users to do the following: Participate in conversations by posting comments and replies. Post pictures and links. Use tags (starting with the # symbol) to define keywords that users can follow and search for. Use mentions (starting with symbol) to tag users in posts and replies. Agree with comments and replies by clicking Like. Follow people, documents, sites, and tags to customize their feed. In SharePoint Server 2013, a new in-memory cache known as the Distributed Cache (which uses AppFabric for Windows Server) maintains the Newsfeed. AppFabric is installed and configured as part of the SharePoint Server 2013 prerequisites. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 5

6 SharePoint Community Sites In SharePoint Server 2010 and SharePoint Foundation 2010, you could add a Discussion list to sites to facilitate discussions among site members. SharePoint Server 2013 and SharePoint Foundation 2013 continue to provide this Discussion list, but also expand on the discussion concept by introducing two new site templates: Community Sites and Community Portal. Community Sites offers a forum experience to categorize and cultivate discussions with a broad group of people across organizations in a company. Community Sites promotes open communication and information exchange by fostering discussions among users who share their expertise and use the expertise of others who have knowledge in specific areas of interest. With Community Sites, you organize discussions in categories. Visitors can view the discussions and become members if they want to contribute to those discussions. Moderators manage the community by setting rules, reviewing and addressing inappropriate posts, marking interesting content as featured discussions, and so on. Moderators can also assign gifted badges to specific members to visually indicate that the member is recognized as a specific kind of site contributor, such as expert or moderator. Each community site contains information about member and content reputation, which members earn when they actively post in discussions, and when their content is liked, replied to, or marked as a best answer. Additionally, you can display multiple community sites to users in your enterprise by deploying the Community Portal. The Community Portal is a search-driven page that surfaces SharePoint site collections and sites in the SharePoint farm that use the Community Sites template. Users can visit the Community Portal to discover popular communities and to search for communities that they might want to join. The Community Portal relies on enterprise search for security trimming, and displays only those communities for which a user has at least read permissions. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 6

7 Extending Community Sites You can deploy Community Sites or use community features in the following ways. By deploying a standalone community: With a standalone community, you can create a community site at either a site collection or a site level. For example, you might create a community in a divisional portal if you want to facilitate discussions among members of the division and use community categories to keep things organized. By activating community features: You can activate community features on any site, providing the core Community Sites pages, moderation, membership, and reputation functionality within the existing site, without creating a separate community site. This option is useful, for example, when you already have a team site and want to include community functionality, such as earning reputations, without having to direct users to a separate site. About Yammer While SharePoint Server 2013 provides social capabilities within the product, these capabilities cannot span both on-premises and online. As a result, "islands" of information develop. In a hybrid SharePoint scenario, however, Yammer can be implemented to connect information across on-premises and online environments. Yammer turns your business communication into a social, mobile, and engaging experience. It drives user engagement with the addition of a highly secure, real-time social layer to SharePoint. This best-in-class enterprise social network brings together employees, content, conversations, and business data in a single location. Yammer empowers employees to be more productive by enabling them to collaborate in real time across departments, geographies, and business applications. You can include Yammer functionality in your SharePoint sites by adding Yammer to the navigation bar, or by using the Yammer app to embed a Yammer feed in a site. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 7

8 Yammer hybrid scenario deployment This section details how to deploy Yammer in a hybrid scenario. Specific topics include configuring Yammer, integrating Yammer into Office 365, and integrating Yammer into SharePoint Server 2013 on-premises. Yammer configuration While a simplified Activate/Deactivate configuration is provided in Service Pack 1, proper identity management planning is required to deliver a consistent and integrated user experience. For organizations with an established Active Directory and identity management infrastructure and practices, Directory Synchronization with Office 365 is a distinct configuration that provides an integrated identity solution for applications within the Office 365 suite (with the exception of Yammer). Integrated identity with Yammer requires a separate implementation of a directory synchronization solution provided by Yammer: Yammer Directory Sync (DSync). Similar to Directory Synchronization, Yammer Directory Sync (DSync) is a Windows application that automates user provisioning in your Yammer network by querying your Active Directory (AD) host(s). Integrating Yammer into Office 365 Note SharePoint supports the accessibility features of common browsers to help you administer deployments and access sites. For more information, see Accessibility for SharePoint Step 1: Set Yammer as the default social network in Office 365 Yammer comes in two varieties: Yammer Basic and Yammer Enterprise. Yammer Basic, which lets employees collaborate with members of their organization, is free and available to all users. Yammer Enterprise, a premium version that extends an organization s basic Yammer network is offered both as a standalone product and with various SharePoint Online and Office 365 plans (see Yammer pricing). Yammer Enterprise provides additional tools and resources to help organizations set up the best possible enterprise social network. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 8

9 Office 365 enables the selection of Yammer or the SharePoint Newsfeed as the default enterprise social experience across all sites, as shown below in Figure 2. Figure 2: Setting up a default feed of Yammer or SharePoint in Office 365 Step 2: Add the Yammer app to Office 365 The Yammer app for SharePoint lets you embed Yammer feeds such as the home feed, a group feed, or comment feeds into on-premises sites to make them more social and engaging. Adding a Yammer feed to a SharePoint site lets people post, reply, and like Yammer conversations within a team or project website. No need to navigate away; everything s available in one location. To get started: 1. Get the Yammer app from the Office Store. This step requires access to the Office 365 Admin Center. 2. Make the app available for use. After getting the app, site collection administrators can add it to the site collection Site Contents. This makes it easy to find the app later, when inserting a Yammer feed on a SharePoint site. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 9

10 Step 3: Add Yammer feed to a SharePoint page With the app available in Site Contents, users can easily add it to their SharePoint team and project websites. Integrating Yammer into SharePoint on-premises To take full advantage of Yammer's capabilities, you can replace the default enterprise social features of SharePoint Server 2013 with equivalent Yammer features. Remove the SharePoint Server social web parts from My Sites and team sites, and hide the user interface controls that provide social functionality. Use the toggle switch to replace the Newsfeed link with a Yammer link on the top navigation bar for SharePoint. This functionality is included in Service Pack 1 (SP1) for SharePoint Server. You can also embed Yammer feeds into SharePoint sites and pages with the Yammer app in SharePoint on-premises. The Yammer app in SharePoint allows you to add a real-time social layer to your SharePoint environment. You can engage in team and company-wide conversations, collaborate around files and projects, and become more productive by using Yammer and SharePoint together. Step 1: Hide SharePoint Server 2013 social features In order to provide a more seamless experience to users in a hybrid social deployment that includes SharePoint and Yammer, some SharePoint social capabilities should be removed: Viewing or posting to conversations in newsfeeds on My Sites and team sites. Viewing activities in the Newsfeed. Viewing activities on profile pages. Viewing the I'm Following Web Part on My Sites. Following people. Following tags. Viewing Trending #tags on the user Newsfeed page. Mentioning users from their profile pages. Note This is shown on the profile page when the user completes the Ask Me About field. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 10

11 None of the procedures permanently delete the enterprise social features and functionality of SharePoint Server These features are retained in order to install future upgrades successfully. Some SharePoint social capabilities remain the same as in the previous version: Following documents: users can follow documents to bookmark those of interest, from the hover panel in OneDrive for Business, the hover panel in the library list view, the ribbon in a document library, and so on. Users see their followed documents by choosing OneDrive and then Followed Documents. Following sites: users can also follow sites to bookmark those of interest by choosing Sites on the top navigation bar. Updating information on the Edit Details page. Posting on a note board. Liking or rating documents in a document library, and a video in the asset library. Using community sites. Changing activity settings on the Newsfeed Settings page. Step 2: Get, install, and configure the Yammer app to embed Yammer feeds on SharePoint sites and pages 1. Get the Yammer app for SharePoint from the SharePoint Store. If already installed, make sure it is the most current version. For more information, see Update to the latest Yammer app for SharePoint. Use an account that is a member of the Farm Administrators group to follow the remaining steps below. Important Access a different Farm Administrators account, not the one used to install and set up SharePoint Server 2013, to avoid any performance issues related to importing app licenses. For more information, see Add apps for SharePoint to a SharePoint 2013 site. When you're in the online Microsoft Store, you require a Microsoft account to add the app successfully. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 11

12 2. On the SharePoint Central Administration website, choose Apps. 3. Select Purchase Apps. The SharePoint Store opens, as shown below. 4. In the Find an app box, enter Yammer, and then click OK. 5. On the Search results page, choose Yammer App for SharePoint. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 12

13 6. On the Yammer App for SharePoint page, choose Add It. Note You ll see the screen below, with the message: "Sorry, this site does not support apps but you can still acquire them and add them on other sites." This means that apps can't be installed to the Central Administration web application. You can continue and get the app for your organization. 7. When the following confirmation message appears, choose Return to site. The Yammer app for SharePoint is now available in the App Catalog. You can use the app on a site where a Yammer feed is needed. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 13

14 To install the Yammer app on your site, use a Farm Administrators account to follow these steps: 1. Choose Newsfeed to go to the Farm Administrator's My Site. 2. Choose Settings, and then choose Manage shared apps. 3. On the Site Contents page, choose Add an app > From Your Organization > Yammer app for SharePoint > Trust It. The Yammer app is now installed for your site. The Yammer app for SharePoint lets you embed Yammer feeds into on-premises SharePoint Server 2013 sites to make the sites more social and engaging. Before embedding the Yammer feed, first do the following: 1. Remove the Newsfeed web parts from My Sites: Remove these web parts from the Newsfeed page: Newsfeed, Followed Counts, and Trending Tags. Remove the Activity Feed Web Part from the User Profile page. 2. Remove the Newsfeed web parts from team sites: Remove the Site Feed Web Part from the team site. Add code to HideNewsFeed.css. Edit CoreV15.css and insert this reference as the first line of the url("hidenewsfeed.css") as follows: Hide the user interface controls that provide social features. Install the Yammer app for SharePoint. Add the Yammer feeds to your sites. In this scenario, an administrator changes the Cascading Style Sheets (CSS) files to hide the user interface controls that provide the SharePoint Server 2013 social features. Equivalent Yammer features replace the SharePoint Server 2013 social features that are removed. After completing this step, the following changes are applied to the SharePoint Server 2013 social features: Viewing or posting to conversations in newsfeeds on My Sites and team sites. Viewing activities in the Newsfeed. Viewing activities on profile pages. Viewing the I'm Following Web Part on My Sites. Mentioning users from their profile page. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 14

15 Note Changes are shown on the profile page when the user completes the Ask Me About field. Step 3: Add Yammer feeds After adding the Yammer app to the App Catalog, you can install and set up the Yammer feed on both your My Sites and team sites. To install the Yammer home feed on the My Site host: 1. Add the Yammer app to Newsfeed and choose Trust It. 2. Add the Yammer feed as a web part. 3. Log on to Yammer, select the Yammer home feed, and then select the network. Note Any user who has Contribute permissions can follow the steps below to embed the Yammer home feed on My Sites. To add the Yammer home feed to the My Site Newsfeed page: 1. Choose Newsfeed to view your My Site. 2. Choose Settings, and then choose Edit page. 3. Choose Add a Web Part. 4. In the Categories section, choose Apps. 5. Choose Yammer Feed. 6. In the About the part section, choose a zone in which to add the web part, and then choose Add. The Yammer app for SharePoint Web Part is now added to the page. 7. Choose Login to sign in to the app with your Yammer account. 8. Select the Yammer home feed as the feed type on the configuration page. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 15

16 9. Select your network on the drop-down menu, and then save the configuration. Refresh the page to check that the Yammer home feed is successfully embedded on your My Site. Note Any user with Contribute permissions can follow the steps below to add a Yammer group feed to team sites. To add and configure the Yammer group feed on the team site: 1. Browse to the team site's home page. 2. On the ribbon, choose Page, and then choose Edit. 3. Choose Insert, and then choose App Part. 4. Choose Yammer app for SharePoint. 5. Choose Add. The Yammer app for SharePoint Web Part is now added to the team site. 6. Choose Save. 7. Choose Login to sign in to the app with your Yammer account. 8. Choose the Yammer group feed as the feed type on the configuration page. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 16

17 9. Enter the Group Feed ID, and then save the configuration. Refresh the page to verify that the Yammer group feed is now added to your team site. Embedding a scaled-down JavaScript version of Yammer into SharePoint The Yammer Embed widget is a thin layer of JavaScript that renders HTML, which you can insert into a SharePoint Server 2013 page. The widget displays one of several types of Yammer feeds directly from Yammer, and it also handles authentication. If a user hasn t yet logged on to Yammer, the widget provides a user interface to do this. To use Yammer Embed, just add the JavaScript snippet for the feed to your SharePoint site. Use the Yammer Embed configuration tool to select your preferred feed type and settings, as shown below in Figure 3. Next, get a JavaScript snippet that contains those settings to embed into a SharePoint page. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 17

18 Figure 3: Using the Yammer Embed configuration tool to select preferred feed type and settings When you use this JavaScript snippet on a SharePoint page, you can add it to a Script Editor Web Part and place it anywhere on the page. The widget shows users the latest messages based on how Yammer Embed is configured. For more information about how to use the Yammer Embed widget, see Embed in the Yammer Developer Center. Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 18

19 Additional information These links to articles and guides relate directly to SharePoint configuration and migration: Learn about SharePoint Server 2013 hybrid environments and the hybrid solutions available for SharePoint Server 2013 and SharePoint Online: Learn how to plan, prepare, and perform an upgrade to SharePoint 2013: Explore links on this page to find out more about how to implement SharePoint 2013: Review technical diagrams for SharePoint 2013: Learn how to upgrade to SharePoint 2013 in advanced scenarios, such as from Office SharePoint Server 2007 or Windows SharePoint Services 3.0, from FAST Search Server, or when using content type syndication: Hybrid for SharePoint Server 2013 Yammer Reference Architecture March 2015 Page 19

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