Transcript Collaboration for CIM Users

Collaboration for CIM Users
Randy Rhodes
Utility Co-Chair
Genval Meeting
May 15, 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 TC57: www.iectc57.org
LOGIN
– IEC 61850: www.iec61850ug.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
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Document Libraries
Discussion Lists
Announcements
Group Calendar
What’s New List
Links List
Alerts
–
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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
• IECTC57 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 CoLab site to participate
Your Support Staff
Randy Rhodes
on LinkedIn
Fred
Testfrog
Kay Clinard
on LinkedIn
Guido the
Enforcer
Chris Regan
on LinkedIn
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
Setting Alerts
• Click on My Alerts to create alerts on any subsite
• Tree will only display sites where you have access
Click to
view
online
Adding
Calendar
Events
• Each calendar
item can be
shared on the
CIMug and
UCAIug sites.
• Helps
coordinate calls
and meetings
Top Ten Ways to be a Power CIM User
1. Give Help – Volunteer a Couple Hours Each Month
2. Ask for Help (Submit Service Requests)
3. Hurl the URL
4. Work a Wiki
5. Start a Blog
6. Use Search Frequently
7. Monitor Service Requests
8. Monitor Support FAQs and KB Articles
9. Learn to Use Alerts
10. Set Up and Maintain Your Account
Ten Ways to Volunteer
Click to View Online
Questions?
Click to add your questions online
Site Members can
contribute Content –
options appear by
permission settings