CIMug Collaboration Sites Overview and Training Randy Rhodes

CIMug Collaboration Sites – Overview and Training Randy Rhodes Utility Co-Chair CIM University May 12, 2009

CIMug Collaboration • How We Support Collaboration – Relationship with UCAIug and other groups – Business Capabilities – Current Status • How-To Instructions – Manage My Account Note: watch for the “Click to view – Submit Requests online” links (but remember, they – Find Information work only in Powerpoint’s presentation mode) – Contribute Content • Q&A

CIMug Relationship with UCAIug • UCA International Users Group is a non-profit organization dedicated to promoting standards usage and development – UCAIug: www. ucaiug. org • Member groups have individual sites: MANY SITES – CIMug: www. cimug. org ONE – IEC TC 57: www. iectc 57. org LOGIN – IEC 61850: www. iec 61850 ug. org – Open Smart Grid: www. opensmartgrid. org (These are the simplest URLs – bookmark and share them. ) • A “federation” of sites – secure, scalable, and reliable

Business Capabilities • Every CIM Users Group Member or Guest Can: – Be known through a User Profile. – Track What’s New on CIMug or other sites (UCA, Open Smart Grid, IEC TC 57, IEC 61850) – Submit help desk requests and get answers. – Search by keyword across any of these sites – Contribute content (documents, discussions, blogs, wikis, etc. ) and receive alerts on any activity – Create subsites for projects, working groups, or member-specific activity • All operations are automatically permission-limited

Understanding What’s Available • The following functionality is available to any group – – – – Document Libraries Discussion Lists Announcements Group Calendar What’s New List Links List Alerts – – – Issues Tracking Contacts List Wiki Blog Survey Photo Library • Sites are built with webparts, from pre-built templates

Two Types of Role Assignments • User Group Roles – Configured by UCAIug Admin – Guest – Individual Member – Corporate Member company or corporation – Corporate Rep - speaks, votes, and manages corporate payment • Sharepoint Site Roles – Configured by each Site Owner – Guest – Views Content – Member – Contributes Content – Owner – Sets up site and assigns permissions

Important Note for Corporate Employees • If you think your company may have a corporate membership. – First check the list of Member Companies – Then create your account, and use your corporate email address • Your corporate email address qualifies you for discount registration at meetings. • If you set up your account with a personal email address, you may not get the membership discount (we do not cross-check after the fact)

Understanding Permissions • We apply three permission levels – Full Control: least restrictive – for Owners – Contribute: can view, add, update, and delete previously created items – for Members – Read: most restrictive – can view and read pages including the resource libraries – for Guests • Permission levels are assigned to roles, then roles to individuals • Permission settings can be applied at any level – Site level – Document Library or List level – Individual file level

Site Statistics • UCAIug Site – Size: 0. 3 Gb – Site Accounts: 2, 123 (adding 3 -4 per day) – Bandwidth: 174 Mb/day (uploads/downloads) • CIMug Site – Size: 2. 4 Gb – Active Users: 929 – Bandwidth: 1. 5 Gb/day • IECTC 57 Site: – Size: 1. 7 Gb – Active Users: 360 – Bandwidth: 621 Mb/day

CIM Site Activity – Prior 30 Days 2, 116 visits came from 404 cities in 59 countries across 16 subcontinents

CIM Site Visitors – Top 25 Countries

Enhancement Work-in-Progress • Integrated Group Communications – Ability to find any member and send a message through CIMug. org – Improved support for group mail lists • Knowledge Base Roll-up – Key shared documents available in one location • Distributed CIM Model Management – Hosted version management; package-level checkout • Next Generation Site – Evaluating add-ins vs. next version of Sharepoint – Join the UCA Co. Lab site to participate

Your Support Staff Randy Rhodes on Linked. In Fred Testfrog Kay Clinard on Linked. In Guido the Enforcer Chris Regan on Linked. In

How to Manage My Account • • • Step 1: create a Guest Account at www. cimug. org – Username will be: Firstname. Lastname(# if repeat) – Membership status will be upgraded as payment is received – Interest areas will eventually be used for area-specific communication Login/Logout/Profile (in upper right corner of every page) is always contextsensitive Recommended: click “Remember Me” when you log in User Login Password Retrieval Account Creation Interest areas

How to Ask for Help Click to view online

Creating a Service Request Attach a screenshot if that would help the service rep Enter the user name here (User. Name) Use a verb – “Fix, explain, supply, resolve… Be liberal with details – versions, browsers, etc. Click to confirm or search for a user name

Anatomy of a Service Request User’s Request Service Rep’s Response Click to view this example online

CIM “Experts” Volunteer Answers Click to view online

How to Submit a CIM Model Issue Click to view online

Check Support FAQs for Answers Click to view online

Click to view online Check Knowledge Base Articles for Answers • Service Requests generate useful info about what users need • Experts resolve service requests, then write FAQs and KB Articles • All are searchable

How to Search Designate search target (current site listed first, then parent site, then others) Use quotes to search for phrases – otherwise, use individual words This result appears for all users This result will appear for Process WG members only Click to view online

Anatomy of a Site Only Site Owners can view Site Content – options appear by permission settings

Uploading Documents • Site uploads require metadata • Helps improve document “findability” • Site owners can customize fields • Documents can be shared up to the CIMug and UCAIug site level