Category: WCM

View Changes Makes In-Browser Content Localization Easier

View Changes is a new SharePoint 2010 Variations feature that compares two versions of a source page relevant to the corresponding target page. View Changes provides a report highlighting the differences between the source version that has most recently propagated to the target and the prior source version that propagated to the target and was published on the target. By highlighting differences, the View Changes button simplifies in-browser content editing using the Variations feature.

I’m Josh Stickler, the Program Manager responsible for Variations. In this post, I will explain:

  • Where to find the View Changes button
  • When the View Changes button is available
  • Our envisioned content editing process using View Changes

The most common application of the Variations feature is in multi-language sites.  Let’s look at View Changes from the perspective of Anders, an English-to-Danish translator working with the Danish subsidiary of AdventureWorks, an international camping goods retailer.

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AdventureWorks is set up with an English (EN-US) site as its source label and target labels for international markets, each corresponding to a different language.  Pages from the source label automatically propagate to the target labels when they are published so AdventureWorks’ global web presence is in sync.  Translators at each of the targets then process the English-language content for localized consumption. AdventureWorks’ Variations hierarchy looks like this:

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Initial Localization

Automatic Creation

Let’s imagine that content authors at AdventureWorks in the United States have just published a new page with a sneak peek of this winter’s new product lineup. Since “Automatic Creation” is enabled (this is the case by default), the page is picked up by the Variations Propagate Pages timer job and copied to all target labels, including Danish (DA-DK).

E-mail Notification

As the designated owner of the new page, Anders gets an e-mail informing him that this page has been copied to the target label by the Variations feature and is ready for processing. 

Target Translation and Publication

Anders navigates to the page on the Danish (DA-DK) variation of the AdventureWorks website and sees the English language content.  Since it’s all new, he translates all of this content into Danish and submits the page for approval.  The page is approved and published and now appears on the Danish variation of the website.

Since Anders received an entirely new page to translate, there were no changes to view; hence, the View Changes button is not available.

Subsequent Modification

Source Modification and Publication

Back in the United States, AdventureWorks decides to announce a new product in its sneak peek lineup.  English language content authors add a paragraph describing this new product, an ultra light sleeping bag, and publish the page. The page now propagates to the Danish variation.

E-mail Notification

Anders receives an e-mail notification that new content is ready for processing.  He visits the appropriate page on the Danish variation site and the English content appears and is waiting for translation.

But wait, there is a lot of English content here, and Anders has already translated most of it.  Only one paragraph has been added.  How will Anders know that he doesn’t need to re-translate the whole page?

It’s at this point that the View Changes button comes to the rescue and is available. 

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Please note that View Changes requires the Variations Propagate Pages timer job to be enabled. View Changes only compares changes between a source version of a page and a target version that has been copied using the Variations Propagate Pages operation.

Version Comparison

Anders clicks the button and a version differential window pops up, highlighting the new paragraph that has been added.  Now, Anders knows that only this paragraph has been added and doesn’t have to scan through the new and old versions of the English content to determine what he has to translate. 

Restore Previous Version

Anders decides he prefers to revert back to the translated Danish version of the page as a basis for adding the new paragraph.  With the View Changes window open, Anders knows exactly which paragraph to translate and where it goes.  He adds the new content in Danish, submits for approval, and it’s published live on AdventureWorks’ Danish variation site.  Fantastisk.

In addition to providing target variation site translators with insight into what content has changed when pages are copied from the source, SharePoint 2010 also enables authors on the source to decide when to propagate content to targets. By default in MOSS 2007, when content authors published pages in the source variation site, that page would automatically propagate to all target variation sites, even for small changes that are relevant only to the source variation site.

SharePoint 2010 provides the ability to disable automatic page propagation; source variation site content authors can then use the Update Variations button to propagate content on demand. See my previous post, “Site and Page Propagation” for more information on how to enable this setting.

Thanks for reading! Keep checking back for new blog posts.

Regards
Josh Stickler
Program Manager

Web Analytics in SharePoint 2010: Insights into Reports and Metrics

As part of SharePoint 2010, we have created a set of features to help you collect, report, and analyze the usage and effectiveness of your SharePoint 2010 deployment.  These set of features are a part of the Web Analytics capabilities of SharePoint 2010. The overview of the Web Analytics features in SharePoint 2010 was presented in this blog post.

This blog post delves deeper into the various metrics available to analyze the site usage data. There are three categories of the SharePoint Web Analytics reports: Traffic, Search, and Inventory. The reports are aggregated for various SharePoint entities like Site, Site Collection, and Web Application for each farm. Further, reports are also aggregated per search service application. By default, the reports show the data for a period of 30 days. One can change the time period to view data for up to 25 months by going to ‘Analyze’ tab.

Visually we show the metrics in one of the two ways: trend reports and rank reports. A trend report shows how a particular metric is doing over a period of time. While a rank report, shows the top 2000 results for a particular metric. Figure 1, 2 show examples of a trend and rank report respectively. That’s not all; you can further analyze the reports by applying filters like string match in the URL, user name, queries, browser and others.

 

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Figure 1:  Example of a Trend Report showing Number of Page Views for each day for a default period of 30 days.

 

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Figure 2:  Example of a Rank Report showing the Top Pages sorted on the Number of Page Views for a default period of 30 days.

 

What follows is an overview of each type of the report and the associated metrics. Also, summarized are the kind of reports available for each level of aggregation i.e. Site, Site Collection and Web Application and Search Service Application.

 

Traffic Reports

The traffic reports capture the user behavior information related to total clicks, frequent users, popular pages, and information about navigation to and from the current SharePoint component.

Trend Reports

  1. Number of Page Views: Total number of page views each day.
  2. Number of Daily Unique Visitors: Total number of unique visitors each day. SharePoint authenticated users and anonymous users (using IP address) are counted as visitors.
  3. Number of Referrers: Total number of unique URL’s external to the current entity (parent entity is treated as external as well), from where the users navigated to the current entity.

Rank Reports

  1. Top Pages: Most viewed pages in the current entity.
  2. Top Visitors: Most frequent visitors of the current entity.
  3. Top Referrers: Top URL’s external to the current entity from where users navigated to the current entity.
  4. Top Destinations: Similar to Referrers, these are the top external URL’s that the user visited from the current entity.
  5. Top Browsers: Top browsers being used to visit the current entity.

Report Scope

Site

Site Collection

Web Application

Number of Page Views

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Number of Unique Visitors

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Number of Referrers

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Top Pages

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Top Visitors

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Top Referrers

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Top Destinations

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Top Browsers

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Table 1:  Summary of the traffic reports availability at different SharePoint hierarchy levels

Note: Traffic Reports do not apply at Search Service Application level.

 

Search Reports

The search reports capture the user behavior information related to the queries on the site.

Trend Reports

  1. Number of Queries: Total number of queries each day.

Rank Reports

  1. Top Queries: Most issued queries per day.
  2. Failed Queries: Most issued queries for which either there were no results or the user did not click on any results.
  3. No Result Queries: Most issued queries for which no results were returned.

Other Reports

  1. Best Bet Suggestion Report: Recommends URLs as most likely results for particular search queries based on analysis of usage patterns. The site administrators can accept or reject these suggestions. If they accept, the corresponding query-URL pair is added to the search keywords list.
  2. Best Bet Usage: Shows how Best Bet suggestions are doing over time. For every Best Bet query issued, the report shows the percentage of clicks on the Best Bet URL compared to other URLs.
  3. Best Bet Action History Report: Tracks the actions performed by the site administrator on the ‘Best Bet Suggestion’ Report.

Report Scope

Site Collection

Web Application

Search Service Application

Number of Queries

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Top Queries

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Failed Queries

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No Result Queries

   

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Best Bet Usage

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Best Bet Suggestions

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Best Bet Suggestion

Action History

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Table 2:  Summary of the search reports availability at different SharePoint component hierarchy levels

Note: The search reports do not apply at Site Level.

 

Inventory Reports

The inventory reports are targeted to help the site administrators in managing the site by keeping track of the site structure and storage and version issues.

Trend Reports

  1. Number of Site Collections: Total number of site collections for each Web Service Application for each day.
  2. Storage Usage: Total storage used in Megabyte (MB) for a site collection and the ‘Maximum Storage Allowed’ in MB for each day.
  3. Number of Sites: Total number of sites within each Site Collection for each day.

Rank Reports

  1. Top Site Product Versions: The ‘Site Product Version’ sorted in the order of ‘Number of Sites’ or ‘Percentage of Overall’ sites using the corresponding version for this site collection.
  2. Top Site Languages: The ‘Site Product Language’ sorted in the order of ‘Number of Sites’ or ‘Percentage of Overall’ sites using that language for this site collection.

Report Scope

Site

Site Collection

Web Application

Number of Site Collections

   

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Storage Usage

 

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Number of Sites

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Top Site Product Versions

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Top Site Languages

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Table 3:  Summary of Inventory Reports availability at different SharePoint component hierarchy levels

Note: Traffic Reports do not apply at Search Service Application level.

 

Look out for more to come

Keep an eye out for more blogs on customizing the reports using Excel, using workflow feature to scheduled reports and alerts and adding the ‘What’s Popular’ Web Part to your pages.

Variations in SharePoint 2010 – Connecting People with Content

When you provision a new SharePoint publishing site, one of the first options you’ll see on the default welcome page is to use the Variations feature to manage multi-lingual sites and pages. My name is Josh Stickler and I’m the Program Manager responsible for Variations. In this post, I’ll provide a brief overview of the Variations feature and highlight main improvements in SharePoint 2010.

If there are additional areas that are of particular interest to you, please post in the comments section and I will try to address as many as I can. I’d really appreciate getting any and all feedback. Thanks!

What is the Variations feature?

Variations is a SharePoint feature that facilitates the management and maintenance of content that can be served to multiple audiences. These audiences can vary in terms of different languages, countries, or regions, but they can also represent different brands or devices.

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How does Variations work?

For each channel you wish to serve content, you can specify a Variations label. Labels are instantiated as SharePoint publishing sites and the full set of labels in a site collection is referred to as the Variations Hierarchy. I refer to SharePoint publishing sites created and managed by the Variations feature as “variation sites.”

Using variations, target variation sites reflect one source variation site in terms of pages and site structure. When setting up variations, specify one variation site as the source; all other variation sites are targets. By default, pages published on the source variation site are copied to all target variation sites as draft versions and sites created on the source are created (not copied – this is an important distinction) on all target variation sites. You can only have one source variation site per Variation Hierarchy and you can only have one Variation Hierarchy per site collection.

What’s new in SharePoint 2010?

The concept and core architecture of Variations, in which pages and site structure are replicated across multiple variation sites in a site collection remains the same as in Microsoft Office SharePoint Server 2007; however, we have made significant improvements to better meet the needs of enterprise customers serving content across multiple channels.

These improvements can be divided into four categories:

  • Server Citizenship
  • Content Distribution
  • Editing Experience
  • Reliability

Server Citizenship

Variations operations now execute in the background via timer jobs. For the end user, this means that you no longer have to wait at a progress screen for operations to complete.  For the system administrator, this means that the cost of resource-intensive operations like Create Hierarchies can be better managed.

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You can adjust the frequency with which Variations operations run in Central Administration. Next, I’ll explain the difference between the “Create” and “Propagate” timer jobs in the context of improvements we’ve made to the Variations content distribution models.

Site and Page Propagation

MOSS 2007 featured two models for distributing pages across your Variations Hierarchy:

1. Automatic Creation: If “Automatic Creation” is enabled on the Variation settings page (it is enabled by default), then publishing a page on the source variation site will cause that page to be copied to all target variation sites.

2. Manual Creation: If “Automatic Creation” is disabled, then the “Create Variations” Ribbon button is the only way to copy a new page to a specific, individual target variation site.

We’ve received feedback that there are often cases in which changes need to be published locally to the source variation site without being propagated to all targets. For instance, if the source variation site has a typo in English, the correction may not be relevant to a target site in German, so if the correction is published in the source page, it can be unnecessarily confusing to copy this changed English version to all target sites.

In SharePoint 2010, we introduce a third, “hybrid” content distribution model:

3. On-Demand Page Propagation

A setting has been added (configurable through the Object Model) to disable Automatic Page Propagation. When the setting is enabled, publishing or approving a page on the source variation site will not cause that page to be copied to any target variation sites. The "Automatic Creation" setting will be ignored for pages. "Update Variation" and "Create Variation” are the means by which a user can distribute content across the Variation hierarchy on-demand.

I’ll go into more detail on content distribution models in a future post. But so as not to keep you in suspense on how to configure on-demand page propagation, here are the PowerShell commands:

Enable On-Demand Page Propagation:

[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")
$site = new-object Microsoft.SharePoint.SPSite("http://yourserver/sites/abc")
$folder = $site.RootWeb.Lists["Relationships List"].RootFolder
$folder.Properties.Add("DisableAutomaticPropagation", "True")
$folder.Update();

Disable On-Demand Page Propagation:

[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")
$site = new-object Microsoft.SharePoint.SPSite("http://yourserver/sites/abc")
$folder = $site.RootWeb.Lists["Relationships List"].RootFolder
$folder.Properties.Remove("DisableAutomaticPropagation")
$folder.Update();

We’ve also made improvements for target variation site content owners to better understand what has changed on the source variation site when new draft versions appear on a target variation site.

Editing Experience

To make efficient use of their time and effort, target variation content editors need an easy and informative way to determine what content is new when pages are propagated from the source variation.

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A new “View Changes” button compares the most recent source version propagated to the target with the most recent source version published on the target.  Changes are highlighted in a pop-up report to enable content processing directly in the rich-text editor.

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Highlighted report

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Corresponding location in the Rich Text Editor

This button is available on a target variation page after it has been published once and a new draft version has been copied from the source variation site via one of the Variations timer jobs. I will go into more detail on this new feature in an upcoming blog post dedicated to explaining View Changes with screenshots, a sample workflow, and an example scenario.

Reliability

One of our main goals for Variations in SharePoint 2010 is to make the feature more reliable so enterprise customers can entrust management and distribution of content across multiple channels to Variations.

Now that Create Hierarchies runs in the timer service, we support pausing and resuming this operation during timer service recycles to support long-running operations in large deployments. This also means that the process is not affected by Application Pool recycles. We’ve also made the relationships list, which tracks all target pages linked to a source page, more robust. We now track variations pages using GUIDs for better performance and scale.

Thanks for reading. Check back soon for upcoming blog posts on what’s new in Variations and other exciting developments in Enterprise Content Management.

Regards,

Josh Stickler

Program Manager

Web Authoring in SharePoint 2010

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Hi, my name is Kevin Reynolds and I’m a Program Manager on the SharePoint team. Today I will walk you through the process for creating the page above, from creating the page to having it go live on the internet. I will show you the enhanced Web Authoring experience in SharePoint 2010, including editing content, applying styles, using the new UI, changing the layout of the page, and even applying themes to your site. I would highly encourage you to create your own Publishing site and follow along to get a personal feel for the SharePoint 2010 Authoring Experience.

Create New Page

Let’s begin with creating a new page. To create a new page click on the Site Actions menu and choose the New Page option, now in the dialog that comes up type in a name for the page – for this example we will use SharePoint 2010 Communities - feel free to insert your own name. Here is what you should currently see:

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Now click Create on the dialog. A new page is created and you can see the Ribbon (clip_image005)at the top of the page that exposes the most common options that you will use while editing the page. The page should look a lot like this:

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Add and Edit Rich Text

Now let’s add some content into the Page and then we’ll get back to exploring more options available in the Ribbon. For this example I’ll add in the following text:

SharePoint 2010 Communities: Work Together Effectively
?As part of the 2010 release, SharePoint Communities provides a comprehensive, flexible platform that empowers people to work together in ways that are most effective for them. Allow your people to collaborate in groups, share knowledge and ideas, connect with colleagues, and find information and experts naturally.
Work Together the Way You Want
?The global workforce of the twenty-first century is more diverse than ever. Connect and engage all of your employees with a flexible collaboration platform and a diverse set of tools that range from Wikis to Workflows to Workspaces—allowing people to work together the way they want.
Rely on a Secure Collaboration Platform
?Let your IT staff rely on an enterprise-ready collaboration platform that is secure and easy to manage and will support your organization’s growing needs. SharePoint 2010 makes social safe with granular security and privacy controls, centralized management and policy setting, and robust reporting and analysis.
Extend the Value of Your Community Solutions
The SharePoint platform seamlessly integrates with the rest of the Microsoft Business Productivity infrastructure, including the Office applications, Exchange Server, Office Communications Server, SQL Server, and Dynamics. In addition, SharePoint provides Business Connectivity Services and adheres to open standards and protocols, making it easy to integrate third-party applications.

Feel free to copy and paste that text into your page as you follow along. We will use the text above to demonstrate the functionality of the editor on the page. Select the first line of text SharePoint 2010 Communities: Work Together Effectively, click on the font color drop down (clip_image007), put your mouse over the red color, notice how the selected text turns red, now select the orange color, and notice how the text turns orange. We will change the font size now, choose the font size drop down (clip_image008), choose 18 from the list and notice that the selected text now becomes larger. Choose the text work together the Way You Want, click the Markup Styles menu (clip_image010), select Heading 1, and now do that for Rely on a Secure Collaboration Platform and Extend the value of Your Community Solutions. Now for those users savvy in HTML if you look at the markup of the page you will notice that the text is wrapped in a <H1> header tags, so you’ve applied a style and have well formed markup. If that last sentence doesn’t mean much to you, no worries, you can just use the menu as a set of styles on your text and leave the HTML markup thoughts to the experts. Now take a moment to play around with the text yourself, apply some fonts, apply some colors, highlights, font size, or adjust your paragraph alignment. No rush, I’ll wait…Really, it’s ok you can come back and continue the blog in a couple of minutes…Welcome back, here is roughly what the current page will look like depending on the formatting you’ve tried out:

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Change the Page Layout

We will change the layout of the page, this will allow us to use a standard template that helps us to layout content in a consistent way across the site. Now to change the layout go to the Page (clip_image013) tab, select Page Layout (clip_image014), and now you can choose a new layout for your page. For this demo I’ll be using a custom page layout – In a later blog I will show you how to create your own page layouts. Click on the Image on right layout and noticed all the new fields that show up and how the page is laid out differently now.

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Insert a Picture

The new layout that we have chosen has a Page Image control that allows us to insert a picture onto the page in a specific location. To insert a picture click on the Click here to insert a picture from SharePoint text, then on the dialog that comes up click the first Browse… button, this launches the new Asset Picker, that allows you to choose an image that is already stored on SharePoint, if you haven’t uploaded any pictures don’t worry there are a few that come in the box, you can go to Site Collection Images, choose the Home picture, click OK, and click OK on the next dialog. You’ve inserted your first picture into a page in SharePoint 2010. The page should look like the following:

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Insert a Video

In SharePoint 2010 we have enhanced the richness of the media that is natively integrated into pages and now everyone can easily add video and audio files to their page. To add a video put your selection below the text on the page, click the Insert Ribbon tab (clip_image019), click the Video and Audio button (clip_image020), now click on the Media Web Part (clip_image022) that is inserted into the page, and you will see a new contextual tab come up that contains commands specific to the Media Web Part: clip_image023

Click the bottom part of the Change Media button to drop down a menu and choose from computer, this will bring up a new dialog where you can upload a video, click the Browse… button, choose a video on your computer, click OK, change the Upload to: box to be Images, and click OK, and Save on the dialog that comes up after the video is uploaded. You have now inserted your first video in SharePoint 2010, take a moment to use the player, watch the video, and play with the features. The video player will be covered in-depth in an upcoming blog post.

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Theme the Site

We have also enhanced the theming capabilities in SharePoint 2010 to make it easy to apply a new set of colors to your site. This will give your site an updated look and feel which can easily be created and updated as your needs change. To update the theme of the site go to Site Actions and choose Site Settings, this will bring up a new page with a bunch of links, click on the Site Theme link, and now you will be in the new theming UI for SharePoint 2010.

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We will cover theming of the site and this entire UI in a later blog post, for now let’s update the theme that goes with our content, in the large box with a list of theme choose the Ricasso theme, and click OK at the bottom of the page. Now navigate back to your page and you’ll see that the colors of your page have been updated, according to the new theme that you had chosen:

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Apply a New Master Page

The page is really coming together, now we will see how easy it is to change our Master Page. The Master Page is the main component with theming that gives a site it’s look and feel. A master page defines where the company logo goes (or if there is one), where the Ribbon shows up, where the search box is, and all the common elements that should apply to every page. To update the master page go to Site Actions, choose Site Settings, and then on the Site Settings page click on the Master page link.

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In the section labeled Site Master Page, click on the drop down box that currently says nightandday.master and change it to v4.master. This tells SharePoint that for this site you want all pages that you author to us the v4.master master page. Now navigate back to the page that you’ve been creating:

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Now that you have all the right content and the page looks good, it’s time to get it live.

Go Live

To make the page available to others you will submit it for approval using the Ribbon. This will send the page off to the appropriate approvers for these pages and they will review it and then publish it to customers. To submit this page for approval go to the Publish tab and click the Submit button (clip_image035), this will bring up a new dialog that will check the spelling and allow you to add comments for the reviewer of the page clip_image036, add in a comment and click Continue, this will start the approval workflow for the page, a new form will come up, click Start, and now you will be taken back to the page. Now the approver will review the page and Publish it to go live.

You have now created your first page in SharePoint 2010 and you already know how to add pictures, insert videos, change the layout of the page, update the site theme, change the master page, and publish the page to go live. We will go deeper into each of these topics in future blog posts.

Thank you for reading and for following along,

Kevin Reynolds

Program Manager

Enterprise Content Management

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