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What is most valuable?

How has it helped my organization?

What needs improvement?

For how long have I used the solution?

What do I think about the stability of the solution?

What do I think about the scalability of the solution?

How is customer service and technical support?

How was the initial setup?

What's my experience with pricing, setup cost, and licensing?

Which other solutions did I evaluate?

What other advice do I have?

What is most valuable?

How has it helped my organization?

What needs improvement?

For how long have I used the solution?

What do I think about the stability of the solution?

What do I think about the scalability of the solution?

How are customer service and technical support?

Which solution did I use previously and why did I switch?

How was the initial setup?

What's my experience with pricing, setup cost, and licensing?

Which other solutions did I evaluate?

What other advice do I have?

With the release of SharePoint 2013 came a new feature that has proven to confuse almost everyone, SkyDrive Pro. The confusion lies with another Microsoft product called SkyDrive that is completely unrelated to SharePoint. Confused as well? You’re not the only one and you shouldn’t feel bad about it, I have talked with people that make a living with SharePoint who are just as confused. I am writing this to answer some of the many questions I get when speaking on SharePoint 2013 “What People want from SharePoint 2013”.

First, there was SkyDrive

Let’s start with the one everyone knows, SkyDrive. SkyDrive is free to the public; anyone can have a SkyDrive account it is usually attached to your Hotmail, Live or Outlook.com account.

SkyDrive is a place somewhere in the “cloud” as some would say. Essentially, a place where you can store your files without having to worry about it and Microsoft is taking care of the storage for you. A competitor to the very popular service called Dropbox.

If we try to simply the service, because I could write quite a bit just on SkyDrive, you can put your files there and share them with others. After adding your files on SkyDrive, you assign “Public”, “View” or “View and Edit” permissions and generate a hyperlink for people to access the files or folders. You do have 7GB of storage, though you can always purchase more. There are a few other fun features like commenting on files and folders but this is not the focus of my article.

Do you remember the SharePoint “My Sites”?

These became popular with SharePoint 2010 though in many cases, it wasn’t really used to its full potential. The same goes for SharePoint 2007 where it was even less popular. The way I see it, My Sites is the new “My Documents” found on our computers.

In SharePoint 2013, we still have the concept of My Sites.

SharePoint My Sites:

If activated, it allows users in your organization to have a “personal” environment, so to speak. It creates a SharePoint Site Collection for every user that uses a My Site. This Site Collection comes with a few things including a Blog subsite, a Tasks List and of course… a Document Library.

Teaser: This Document Library is what some confuse with “SkyDrive Pro”.

The SkyDrive link in the Top Bar of SharePoint 2013

So why did I talk about the My Sites earlier if we are covering SharePoint 2013 SkyDrive Pro exactly? Well, we established that when you create a My Site as a user, you get your own Site Collection, which includes a Site with a Documents Library amongst other things. The SkyDrive hyperlink at the top is just a link to this Document Library.

If you look at this screenshot, you’ll notice that after I clicked on the SkyDrive link, I arrived to my so-called “SkyDrive Pro” which, if we look at the url, really just is my Document Library. Here is the fun part, this is still not SkyDrive Pro, all it is, is a hyperlink with the name SkyDrive to a personal Document Library.

SkyDrive Pro – The document synchronization service

SkyDrive Pro is not really something that comes with SharePoint 2013. It actually comes with Microsoft Office 2013 and very recently as a standalone download from the Microsoft site.

Let’s take the Document Library in our personal My Site for example, which is called SkyDrive Pro in many places. SharePoint 2013 has a new “Sync” button that tells your installed SkyDrive Pro to launch and sync with this document library to make the documents available offline and on your desktop.

Once you click on it, SkyDrive Pro will launch

and will allow you to Sync this Document Library to the specified location.

The result:

So is this SkyDrive Pro?

Well this is what I am trying to explain; SkyDrive Pro isn’t a specific Document Library or place in SharePoint. It’s the service that runs on your computer that does the Sync job for you. You can even launch SkyDrive Pro from the start menu. 

SkyDrive Pro can be used with almost every Document Library

Right now we established that there is a public service called SkyDrive and that there is also a link called SkyDrive in SharePoint that actually points to your Document Library in your My Site. Then, we looked at a “Sync” button that launches your installed SkyDrive Pro service to Sync that Document Library to your Desktop.

But, what about other Document Libraries? 

The Sync button is contextual to the url or where you are when you click it. So if I go to my Team Site and click on Sync, it will want to Sync with the Document Library there. If I go to a specific Document Library and click on Sync, then it will want to Sync with that Library. Let’s see.

The only difference with the Document Library from your My Site is that this one will not be stored under SkyDrive Pro in your Favorites but under SharePoint.

But it’s still SkyDrive Pro on your computer doing everything and making it happen.

Prevent Document Libraries from being sync’ed with SkyDrive Pro

If you do not wish for a Document Library to be available to Sync through SkyDrive Pro, there is an option in the Advanced Settings of a Document Library.

Once set to no, the Sync button for the Document Library will not longer be available.

Launching SkyDrive Pro from your Computer

The SkyDrive Pro client on your computer can also be launched and used to browse your Site and available document Libraries.

Once launched, it will appear in your tray as an icon with blue clouds. You can use it to Sync to a new Library by right clicking and selecting “Sync a new Library”.

This will launch a new menu where you can enter a SharePoint 2013 url and select a Document Library to Sync.

Problem with the terminology and things to know

Let’s try to put everything we learned in an easy summarized view. 

SkyDrive: A free online service offered by Microsoft that lets you store and share files and folders. It has nothing to do with SharePoint. 

My Site: This is not SkyDrive Pro; it’s still your My Site which is a Site Collection owned by the User. 

SkyDrive Pro (the link): In SharePoint 2013 there is a link at the top called SkyDrive which points to the Document Library in your My Site. Once “Sync’ed” it will appear in your Computer by using the application SkyDrive Pro installed by Office 2013 or standalone. This Document Library will appear as “SkyDrive Pro” in your local “Favorites” which can lead to confusion.

The Real SkyDrive Pro: A synchronization service installed by Office 2013 or standalone from the Microsoft download site. Once installed it will allow you to Sync any Document Library from SharePoint 2013 or Office 365 to your Computer. These will then appear in your Windows Explorer under “Favorites”.

Things to know

SkyDrive Pro is not a Migration Tool: Just because you can drag and drop files to SharePoint using SkyDrive Pro does not mean it is a migration tool for content. You will want to preserve the authors and timestamps (created, created by, modified, modified by). This is something SkyDrive Pro will not do while copying your files.

Work Offline: When it Syncs your files from SharePoint 2013 to your Computer, the files are actually copied. This lets users work offline. SkyDrive Pro is the new Groove 2007 and SharePoint Workspace 2010 but simplified. 

Stopping a Sync: Important to know, especially for security reasons is that files that were copied by a Sync with SkyDrive Pro will stay on the users computer once the Sync is stopped.

The real challenge for you

You’ll have to see how you will take on this confusion within your own organization. Microsoft has opted to call the Document Library in your My Site “SkyDrive Pro” in hope to keep the confusion to a minimum no doubt. This would probably help users think of SkyDrive as the free service and SkyDrive Pro a similar service but with files and folders stored in their own corporate Document Library on SharePoint 2013 or even Office 365.

Everything will depend on how you bring this terminology in.  If you are migrating to SharePoint 2013 or Office 365 this is something you’ll want to make sure is understood beforehand by your Power Users.

I wrote this article because I saw a lot of confusion both online and during my conference sessions on SharePoint 2013. I wrote an article “What People want from SharePoint 2013” which covers many other questions and uncertainties I have noticed. You can also check out my comparison of SkyDrive Pro vs Dropbox.

What is our primary use case?

How has it helped my organization?

What is most valuable?

What needs improvement?

For how long have I used the solution?

What is most valuable?

How has it helped my organization?

What needs improvement?

For how long have I used the solution?

What do I think about the stability of the solution?

What do I think about the scalability of the solution?

How are customer service and technical support?

Which solution did I use previously and why did I switch?

How was the initial setup?

What's my experience with pricing, setup cost, and licensing?

Which other solutions did I evaluate?

What other advice do I have?

What is most valuable?

How has it helped my organization?

What needs improvement?

What do I think about the stability of the solution?

How is customer service and technical support?

How was the initial setup?

What's my experience with pricing, setup cost, and licensing?

Which other solutions did I evaluate?

What other advice do I have?

Today I had a conversation with a client who is investigating using an IM/UC vendor other than Microsoft. They let me know that the vendor said they integrate with SharePoint just like Lync because “they show presence information on SharePoint sites.” So my response was “Oh really?” Then I proceeded to share several of the ways that Lync and Sharepoint integrate. I realized it would make a great blog post to share this information so here it is.

Here are major ways that Lync and SharePoint integrate:

1. Online presence indicator next to an individual’s name wherever their name appears in a site collection in SharePoint.

2. Assist in providing colleague suggestions for use in My Sites, My Profiles and People Search.

3. Through Lync, provide access to SharePoint people and skills search including names and skills and a link to the user’s My Site.

Let me provide more detailed information about each of these aspects listed above.

Online Presence Indicator

The online presence indicator shows whether the individual is offline or is online and available to respond to queries via an instant messaging client. When an individual is online, you can click the online status indicator to send an instant message. Also it provides the ability to send and receive e-mail, call the person, and to display free/busy information. The indicator status is rendered by an ActiveX control that is installed with Microsoft Office. The ActiveX control enables online status to be displayed. This control verifies the e-mail address on record for the user and directs a query to the presence server for that client to see if they are online. The ActiveX control does not store online information or e-mail addresses; it simply directs queries from the site to the e-mail address and renders the appropriate status.

To display the presence indicator and its associated contact card (in Office 2010) or menu (in Office 2007 and Office 2003), SharePoint uses the Microsoft ActiveX control name.dll. The ActiveX control makes calls directly to the Microsoft Lync 2010 API, and then Lync makes MAPI or Exchange calls to supply the requested information. More information about name.dll can be found here:

http://msdn.microsoft.com/en-us/library/ms455335%28v=office.14%29.aspx

Colleague Suggestions

Lync as well as Outlook are used to provide colleague suggestions. It is good to know why colleagues are important in people search and how the suggestions are gathered:

SharePoint Server uses your list of Colleagues to help compute the social distance used to rank People Search results. Your Colleagues list starts with your manager, anyone who reports to your manager, and your direct reports. You can remove any of these names and add any name from your company’s directory. You can organize your colleagues into groups and choose whether to show a colleague on your public page.

SharePoint Server proactively suggests colleagues and displays them in a Suggested Colleagues web part on a user’s My Site. It does this through a number of different features.

The user’s Communicator or Lync contacts are examined and are collected from the Communicator client via the ActiveX control (name.dll) for colleague suggestions.

The SharePoint Server Colleague Add-In in Microsoft Outlook 2010 scans the user’s Sent Items folder periodically (every 5 days or so, depending on usage) to look for names and keywords along with the frequency of those names and keywords. The list of possible colleagues is updated periodically and stored under the user’s profile on the user’s local computer. This list is accessed by the Add Colleagues page on a user’s SharePoint My Site through an ActiveX control when you click Suggested colleagues where they can choose the colleagues they want to add to their My Site. The user can approve or reject contact names before they are added. Outlook 2007 supports this functionality but is not as extensive in searching for colleagues.

Although you can enable e-mail analysis for all users in Outlook or only for specific groups by using Group Policy, users can opt out of this feature. If e-mail analysis is disabled for all users, individual users can still opt in. Also, you can choose not to install the add-in as part of the Office install. More information about configuring the add-in can be found here: http://technet.microsoft.com/en-us/library/ff384821.aspx.

Lync client direct integration with SharePoint

Through Lync client policy, the Lync client can be configured to use the Skill view, in Lync search results, to search Microsoft SharePoint Server 2010 My Site pages for people with specific skills or expertise. Also, it can be figured to access the user’s personal SharePoint Server 2010 My Site profile page from the Lync – Options dialog box.

To see a good overview of skills integration, see this blog post: http://blogs.catapultsystems.com/tharrington/archive/2010/11/15/enabling-skill-search-in-lync-2010.aspx.

To get the best overview of most of this integration, see the SharePoint Integration chapter in the Lync Server 2010 Resource Kit: http://download.microsoft.com/download/9/4/E/94ED1EF4-A2EF-4686-9841-B0390072D524/Chapter_16_SharePoint_Integration.doc.

For instructions for adding the link to the user’s My Site, see the ShowSharepointPhotoEditLink field information on this page: http://technet.microsoft.com/en-us/library/gg398806.aspx.

Well, hope you found this informative and feel free to comment away!