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Running Users Groups

A friend of mine, Chris Geier, posted a blog post titled “SharePoint: The User Group Phenomena” (link removed) on the End User SharePoint site. He’s pondering the whole users group question. Having been involved with users groups for just shy of 20 years, I feel like there are a few things that I should say about how users groups form, how they develop their own personality, and how they fail. I should say that I don’t feel like I have the corner on the market here, I am just sharing what I know from my experience.

How Users Groups Form

A few weeks ago I got a message through my friends at Microsoft. A gentleman in town was looking for an users group where he could learn more about Team Foundation Server. He was using it but didn’t feel like he was getting as much out of it as he could – and given the complexity of the product I can support that finding a users group is a good idea. Without getting into details the TFS group locally hasn’t been very successful so there’s no answer for him today. However, folks like myself, and some folks from the Developer Platform Evangelism group at Microsoft are encouraging him to start his own group. I’ve volunteered to reach out to my clients that use TFS and Microsoft has agreed to fund some food for an initial meeting. Will this turn into a new TFS group in Indianapolis? I don’t know. However, this is one of the ways that users groups form. People are looking for a way to learn more about using a product and they try to gather together to share experiences. This is probably one of the best ways that users groups form. It is a pretty simple things.

Another group that I’m a part of is a rather informal meeting of the technical directors from various Christian churches around Indianapolis. It’s candidly driven by one guy, Daryl Crype. Daryl is the technical director for Grace Community Church. Four years ago I reached out to him because I was being asked to support the production of our Sunday morning worship services at Hazel Dell Christian Church and I was completely out of my league. The entire depth of the group is a meeting roughly once a month at a restaurant where we each buy our own food and talk about the things that we’re working on. It’s an users group – but one with a lot less structure.

The SharePoint Users Group of Indiana which I lead (I’ve really got to fix that at some point) was born out of the passion of Bess Wuertz who was at the time it was launched working for the Indianapolis Airport. It was SharePoint 2003 in 2005 or 2006 (I don’t remember) and the product was a lot less popular than it is now. Bess wanted to get folks together to share their experiences with the product. I stepped in after there were several meetings that Bess could no longer support. We agreed that I’d help bring some of my experience to ensure that the group continued to run. We’ve been running continuously since Bess and my discussion. We draw 30-50 people every other month. We’ve just introduced new leadership to the group and we’re adding a second meeting for a slightly different audience of folks (end users and business users). We typically have a meeting every other month in the evening. Our end user/business user meeting will be done during the lunch hour on the intervening months.

Last year Darrin Bishop approached me about creating an users group for SharePoint in Illinois. Darrin’s interest is in supporting the community and in creating a better group of people using the product so that folks can be successful. His group is growing and looks to be on the right track at the moment. For him the meetings are

And those are the good ways that users group form. They’re born out of someone’s need, a philanthropic desire to help the technical community, or out of a set of random conversations. I will say that there are a few “users groups” that are not exactly that. The other thing that can happen is that an individual or organization can decide that they need a marketing vehicle and that starting an users group is the answer. As a result the users group takes on a marketing slant. This clamps down on user interaction (after all if users help each other how will the consultant get work?) The bigger problem is that it tends to block out other consultants that might want to participate. (I believe that clients are like flowers and consultants are like bees – consultants cross pollinate ideas between clients. As a result they’re an essential part of the ecosystem.)

I should say that not all users groups run by organizations are bad. It really depends on who’s running them and whether they’re trying to extract value out of the group itself or whether they’re using the group to grow the potential opportunities in the market. It’s a subtle but big difference.

Given that I run the SPIN users group and I run a consulting company I feel like I have to explain that I *NEVER* market my services from the front of the users group. As a point of fact, I don’t even list my organization as a sponsor for the group. I put the same amount of money in as the other sponsors but I personally don’t feel like it’s “my” group. It’s a community service. I do get people contact me because I lead the group to ask if I do consulting – I’ll answer them but I am really conscious of the need to keep the group as a community group. To that end, I seek out ALL the consulting organizations doing SharePoint work in town and ask them for a small sponsorship rather than looking for a few high dollar sponsorships. I want everyone to have a small buy in for the groups long term success.

How Users Groups Run

I’ve seen many different ways of running. Evenings. Mornings. Lunch. Formal sponsors. Small per user fees. One presentation per meeting. Multiple presentations per meeting. Sponsors can present. Sponsors pay to present. While I have a few of my own thoughts I don’t think these are the only answers. A few of the things that I’ve learned are:

  • Consistency is important – but not the only thing. Meeting in the same place at the same time on the same day of the month matters. Make a change and you’ll see a drop in attendance. Depending on the change it can be 10% or so … but as much as 50%.
  • Communication is CRITICAL – If I want to control our meeting size down it’s easy. Just don’t communicate. Don’t send the note out 3 weeks ahead of time. Don’t send the reminder. I’ve used this technique when I’ve had problems with space to ensure that the people who were really interested could attend. Failing to send out a last minute reminder can be 20% of your audience.
  • Timing influences passion – If you do meetings at night you know that you’re getting the folks who are truly passionate. If you do the events during the day you’ll get folks who want to get out of work. I personally know a single mother who arranges for a baby sitter to be able to make some of our meetings because she’s passionate about what she does and the content we deliver. It’s easier for most folks – except consultants – to do meetings during the middle of the work day where they can block it off on their calendar.
  • Leave open space – One of the key things that Bess started with our group and a thing that I vigorously protect is the time that is designed for folks to talk – to socialize – and to get to know one another. One of the reasons we have a single presentation for an hour is to create extra time for folks to talk to each other. With two presentations or a longer presentation groups end up doing only presentations and no one talks.
  • Presentations provide focus – With a handful of exceptions, presentations are necessary to provide focus. Without them people show up and wonder what to talk about. We use presentations as our tool for getting folks together around a central topic. We give them a topic to discuss.

I’m sure there are tons of other things that we do that I don’t even think of any more. If you are running a group and want to run an idea, thought, or problem by me feel free.

How Users Groups Fail

I’ve watched more than a few groups fail over the years, even one where I was officially holding the reigns. I can honestly say that groups ALWAYS fall apart from the leadership. Maybe they’re not managing the political wars. Maybe all of the passion has gone out of the group. Maybe they’ve developed commitment cancer. Whatever the official cause of death for an users group it’s always leaderships’ fault.

I want to address three key problems because they’re critically important to me.

Politics

There are cities where the business environment is so politically charged that I believe it’s difficult to run a successful group. Let me pick on my neighbors in Chicago since I’m close enough to see what’s happening and far enough away to not be able to fix it. The business market in Chicago is hyper competitive. Consulting companies always seem to be hungry and they always seem to be competing with one another for that one deal that will keep them afloat. The problem with this is that it makes it really hard for anyone (particularly sales and marketing folks) to come together for the common good of the market. As a result groups end up getting pulled in weird ways as the consulting companies protect their own interests. Chicago has what amounts to two SharePoint users groups because the respective consulting companies are controlling the group too tightly. Interestingly both are near failure. One of these days it’s my hope that they’ll figure out that there should be one group and everyone should focus on the development of the community and not on individual consulting company gains. (I guess I don’t have to worry about speaking in Chicago for a while now.)

If leadership fails to put the users and the community first then there will be problems.

Commitment Cancer

In an users group you have a motivation problem. You can’t motivate another person really. You don’t have a financial incentive to offer them. You can’t really publicly shame them. You’ve got to rely on people’s character to create the right results. One of the COMMON problems that I see with users groups is that they develop commitment cancer and it spreads. What is commitment cancer? Well, it’s where someone on the steering committee or board makes a commitment and doesn’t meet it. It is quietly pushed aside as people don’t want to hurt anyone’s feelings. Pretty soon there’s another member who’s not meeting their commitments – why should they? Where does it end? Most of the time, commitment cancer ends with the group shutting down. Why? Because nothing gets done. It’s that network of commitments that keeps pushing the group forward. Without that commitment the group will wither and die. I’ve got one users group in Indianapolis that I’m no longer a part of because it has commitment cancer and the leadership is refusing to get treatment.

The Passion is gone

Another way an users group can fail is that the passion dies. This is a hard one. It’s a hard one to see and it’s a hard one to fix. Sometimes the market moves on. Sometimes the group was needed to fill a particular training need. Sometimes the leadership just isn’t passionate about the spot in the community any longer. For instance, there was a time I was passionate about SQL server. I’m not really that passionate about it any longer. I feel like the information that needs to be out there is out there. While there’s a vibrant SQL users group in Indy, it’s not a place that I can spend my time. The one thing I can say about this is that everything has SOMEONE who’s passionate about it.

In Parting…

I’ve seen people use users groups to help them find a job – good for them. However, it would be nice if they would repay what they got out of the group by coming back and supporting it.

Conferences for the second half of 2010

I’m such a delinquent. I’ve got all of these great conferences that I’m doing the second half of the year and I’ve not had a chance to share what I’m up to.

First, I’ll be at SharePoint Saturday Columbus next weekend. I’m doing a session titled “Solution Creation for the IT Pro without Semicolons” — it’s a lot of fun to put away Visual Studio and show folks what can be done without compiling anything. I spent a year where I was in Columbus every week for a few days – so it will be good to get back over and visit with folks I’ve not seen in a while.

August 24th-27th I’ll be joining an absolutely stellar set of speakers at the Best Practices Conference SharePoint. I’m presenting a session titled “Making Development Design Decisions for SharePoint” and a session titled “Working Smartly with Workflow.” The first session is some of the things that didn’t fit into the SharePoint Guidance. Expect a raw look at the ways to look at making decisions on SharePoint. The second session will encompass more of the work from the SharePoint Guidance as well as work on the Microsoft Learning instructor lead course “Designing Applications for Microsoft SharePoint 2010” (10232). I’ll also be sharing my love – and hatred – for SharePoint workflow. I can honestly say that I’ve done things that no one else has done with Workflow. Some of it I won’t be doing again. Expect you’ll know what’s broken and what works when you walk out.

On October 20th, I’ll be delivering the first public session based on the SharePoint Shepherd’s Guide for End Users 2010 at SPTechCon. In the session sub-titled “A day’s walk in SharePoint with the Shepherd” should be a lot of fun as we walk through the key things that end users need to do – and some cool things that folks don’t know that can be done. Later in the week I’ll be doing a presentation “Protecting your SharePoint Farm from Evil Developers” which is particularly humorous since I do mostly development. I aim to strike a balance between IT Pro needs and Developer needs. The Friday’s session is “Playing in the Sandbox: What an IT Admin Should Know” – We’ll tear apart the idea of the sandbox, figure out what goes where, and how it impacts the farm. In this session we’re focused on understanding how all of the pieces fit together. SPTechCon is a great place to go if you’re in charge of a SharePoint deployment in your organization and you don’t feel like you’re really up to the challenge – you’ll get what you need to be successful.

On November 1st, I get the distinct pleasure to share the stage with Eric Shupps. We’ll be delivering a SharePoint 2010 Professional Development Workshop at SharePoint Connections. This will be an action packed day of content as we try to cram the key things that you need to know to develop for SharePoint into a day. We’re skipping right over the basics and dropping you in the land of hard decisions as we walk you through whether you should put your data in a standalone SQL database or in SharePoint – and what it means no matter what you decide. I don’t know of another day session where you can grab two of the leading experts on SharePoint Development and drink from a fire hose of information.

If you haven’t had an opportunity to go to a national SharePoint conference – this year is the year. It’s some great content from the leading experts on SharePoint at all of the conferences.

The Time Paradox: The New Psychology of Time That Will Change Your Life

Book Review-The Time Paradox: The New Psychology of Time That Will Change Your Life

The Time Paradox – The New Psychology of Time That Will Change Your Life may have a hyperbole for a sub-title but the insights that it provides are valuable. I try to look for new perspectives to view the world around me. Being a consultant and speaker means I meet lots of people and it helps to be able to understand where they’re coming from. This book provided me another way to frame my thinking about how others think differently.

The short summary is that people have different ways that they view time. Some folks look to the past and view it negatively – -reflecting and remembering only those things that happened that were bad. Some look to the past and draw from it the warm moments like roasting marshmallows and making smores. Some folks are more focused on living for the moment, what the book calls a present hedonistic focus. Still others view the present from a fatalistic point of view. That is they believe everything is fated and that what they do doesn’t matter. Finally, there are folks that focus on the future. They’re willing to sacrifice today for a better tomorrow.

In reality there are aspects of each of these in every person. Sometimes we are able to live in the moment. Sometimes we’re willing to remember those camping trips with our family. However, we all have tendencies towards one or more time perspectives. For instance, I have an interesting mix of future orientation and present orientation.

The book’s web site allows you to calculate your perspectives on time using a standard scale. My future score is 4.15. (Pretty high) This isn’t a surprise to the folks who know me. I replaced mulch beds with rock beds in places because it had a lower long term maintenance cost. I’ve replaced the siding on my house with concrete board that can’t rot. My deck is made of composite materials that won’t rot. My furnaces are both heat pumps with gas backup which is more expensive to install but has the best long term operational costs. I drive a 12 year old Lexus ES 300 because it’s reliable. If you offer me a choice between something that’s slightly cheaper today or has good long term benefits I almost always choose the option which will have the best long term benefits.

I also tend to view the past relatively positively (3.3 past-positive vs. 2.8 past-negative). On the present measurements I score very low on the present-fatalistic measurement (1.2) and moderately on hedonistic (3.7). I’m sure that I could improve my perception of the past to improve my overall outlook – and I know that I can get better at living in the moment (present-hedonistic) – but that’s actually one of the points of the book. Once you know what your time perspectives are you can work to gently nudge them into a more healthy perspective. (At least more happy, see my book review of Stumbling on Happiness.)

For me the book provides a context for evaluating my own perspectives and for understanding why other folks might not understand the inherent benefits of solutions that have long term rewards. If you’re interested in psychology, how you think or how to relate to others I think you’ll like The Time Paradox – The New Psychology of Time That Will Change Your Life.

What is SharePoint?

I vividly remember working the ask the experts floor in Orlando at Tech Ed 2007 and Tech Ed 2008. I remember a picture of people waiting four and five deep as a group of what must have been 10 of us including Microsoft employees and MVPs were trying to answer questions for customers. You see, the product was just starting to get a real buzz behind it and as a result more and more people were coming over and asking “What is SharePoint?” I also remember the struggle that even the experts had explaining what SharePoint really was.

As a part of the new writing for the SharePoint Shepherd’s Guide for End Users 2010, I realized that there are still many folks – and many end users – who’ve never been introduced to what SharePoint is. So I spent some time to try to put together a thumbnail sketch of what SharePoint can be used for. The material is an appendix to the SharePoint Shepherd’s Guide – but I’m making it available to everyone for free from the web site. My hope is that it will be something that folks can share with their users to help them understand what we mean when we talk about SharePoint.

So go grab “What is SharePoint?” and let me know what you think.

The SharePoint Shepherd's Guide for End Users: 2010 Book Cover

Announcing the SharePoint Shepherd’s Guide for End Users 2010

I’ve been honored to receive accolades for the work that I did on the SharePoint Shepherd’s Guide for End Users (2007 Edition) which was written and delivered in 2008. You can take a look at the tracking list – or just look at the Amazon.com listing. The book is 116 tasks that users need to know how to do. The book itself remains a strong seller more than two years after its release. It has outsold almost every other book I’ve written. (The other 17 released books.) I have felt a strong compulsion to ensure that the 2010 version would be better than the 2007 version. That is the reason that I’ve been largely silent on the issue of where the book is or whether I’d be updating the book for SharePoint 2010. However, today I’d like to announce that we’re in the final editing process for the book – this should put the book on the shelves in less than 60 days and means that we can offer corporate licenses immediately.

Let me talk, for a moment about the difference between the 2007 version and the 2010 version. The 2007 version was 377 pages (7.44″x9.68″) and 116 tasks. The 2010 version has over 411 (8.5×11) pages and 175 tasks – and we’re still tweaking the final number as we see things that we missed so it may go up. We’ve not decided on a final trim size for the book –so our page count will definitely increase over this 411 pages. That means we’ve got somewhere between25 and 75% more content. We specifically added tasks around areas where our customers (of both the book and the corporate licenses) told us we were weak. Further, I got one negative comment (ever) about the book not having an index. I’m happy to say that the 2010 edition of the book will have an index. In short, I tried to ensure that we were addressing every comment about the previous version.

In addition, I’m trying to take the same approach to decision making that you’ll find in the Patterns and Practices SharePoint Guidance for describing how decisions can be made between options in SharePoint to the book. So the intent is to provide consumable chunks of content around the decision between creating a list or a library – or choosing to create a choice field versus a lookup. The idea is that these guides will be small enough to be consumed quickly and will be written with the end user (and not the developer or administrator) in mind. This was one of the things that I had hoped we would get to for the 2007 book but we just couldn’t make it happen. In all candor this is the hard stuff to write and it’s the one part of the book that’s not written (thus isn’t in the increase estimates above.)

So why am I announcing the book on my blog? Well, I’m starting to get more specific inquiries about corporate licensing and SharePoint 2010. I felt like it was time to explain where I’m at, what I’m doing, and why it’s taking so long. I don’t expect the explanation above really resolves the final question – but at the very least I expect that you’ll get a glimpse into the fact that I’m putting substantial effort into improving the book.

So as of today, I’ll accept orders for the corporate editions of the 2010 version. The same non-printable PDF, printable PDF, Word (editable), and Wiki versions will be available. Corporate customers will also be able to pre-purchase the videos for the 2010 version. (They’re not done until after edits are done on the tasks.)

I’ve kept pricing at the same levels as the 2007 corporate licenses. (Email my sales manager at [email protected] to get a specific quote) I’m also offering my existing corporate customers a 50% discount on the new materials for the next 60 days. Finally, new customers who order in the next 60 days will receive a 50% discount on the 2007 materials when they order both sets of materials together. The idea of this discount is that organizations can purchase their 2007 needs and 2010 needs at the same time.

We should have the outline and some samples of the content up for review in the next two weeks. In the mean time if you’ve got a short term need please send my sales manager an email and we’ll get you the outline and a few samples.

SharePoint Guidance V3 Released Yesterday

Generally speaking, I don’t post blogs about news releases. I figure that if you’re reading this blog you’re reading other SharePoint blogs and you’ll know when the product releases to manufacturing or when some new service pack is released, however, today’s news – that the Microsoft Patterns and Practices group released version 3 of the SharePoint Guidance. Why is that different? Because for me it’s been a 9 month journey into trying to create the best advice for creating spectacular solutions on top of SharePoint – and I believe we’ve done it. I’ve blogged in the past that I’ve been partnering with the p&p group for a while (here, here, here, etc.) . This wave started in August or September of last year. (It sort of depends upon what you consider the start.) We started talking about what things were going to be important for SharePoint 2010. It was an awkward place for the p&p group – and for me. I’m used to people asking me to document proven practices after they’ve been proven. At the same time we both recognized the need to provide a firm foundation of guidance when the product released.

Over the last nine months we’ve had conversations with advisors, experts, and architects for SharePoint to talk about what the best practices should be in several different areas. We started with execution models – how you get stuff done in SharePoint. We cover Sandbox and we cover workflow. We cover timers and web parts. The idea is you’ll get a chance to pick the right execution model for your application. We cover data models including when to use BCS – and when not to. We also cover client and what you should plan on doing in Silverlight and Ajax. While the guidance is by no means comprehensive or perfect, I can say with great confidence it’s the best work yet.

Whether you’re an architect, a development lead, or just a developer on a SharePoint project I’d highly encourage you to read the guidance cover-to-cover and discover what other people are calling essential.

Making SharePoint Work with Workflow

Today I had the pleasure of delivering a eLearning seminar on Making SharePoint Work with Workflow. It included three separate sessions:

  • SharePoint 2010 Workflow with SharePoint Designer and Visio
  • Extending SharePoint Designer Workflows
  • Developing Workflows with Visual Studio

The samples I used in the presentation were:

The presentation deck is available as well (in PDF format).

IndyTechFest and Professional SharePoint Development

This last Saturday I had the pleasure of spending some time with about 40 folks to talk about Professional SharePoint Development at IndyTechFest. It was a sort of ad-hoc presentation because I forgot to update the title when I updated the abstract. As a result some folks were wanting to see SharePoint Site Lifecycle and others were wanting Professional SharePoint Development.

The Professional SharePoint Development part of the talk was focused around my work on the 10232A course for Microsoft Learning. The course it titled “Designing Applications for Microsoft SharePoint Server 2010”. I had recently delivered a train-the-trainer session for MCTs and used that deck as an outline for our conversation. It was a lot of fun talking about the decisions that professional developers need to be aware of. A lot of what we talked about can be found in our work in progress for the Microsoft Patterns and Practices SharePoint Guidance Version 3 (You can find our previous guidance on the Microsoft web site at http://www.microsoft.com/spg.)

I also got to cover some of the SharePoint Site LifeCycle – Creating and Archiving Sites deck that I’ve used at a few conferences. It’s a lot of fun to deliver that deck as well because we get to talk about how workflows can be used to make light work of the challenges of both provisioning and archiving sites. Along the way, I address the need for a replacement site directory since in SharePoint 2010 the site directory has been depreciated.

Overall the event was great with several hundred people and flying boomerangs … If you’re local to Indy you’ll want to make sure that you come next year. It was a great time.

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Bad SSL Certificates and Browser Woes

I was troubleshooting some relatively minor SSL changes that had reportedly worked before but no longer worked. After switching back to old certificates and it still didn’t work I was mystified. It looked like it was working. I could telnet to the port so I knew that HTTP.SYS/IIS was answering. However, the browser refused to return anything on HTTPS.

I ended up breaking out Network Monitor 3.3 and getting a capture. What I saw in the packet capture was odd…

  1. ARP for the target address. (Good we’re starting from scratch)
  2. TCP connection negotiated (Good, we have a channel.)
  3. SSL Negotation and Key Exchange – with a TCP FIN flag set. The FIN flag is “I’m done let’s close this channel.” (This isn’t good. We shouldn’t negotiate and then turn around and close the channel.)
  4. Steps 1-3 repeated except instead of a FIN flag I see a TCP RST flag. That’s a “I’m not talking to you any more – go away” In other words, the connection is terminated abruptly. (This is really bad. This is the point at which the client knows there’s something horribly wrong.)

After some work we realized that the SSL certificates were self-signed and there was something wrong. We moved to a certificate from a CA and the servers started accepting connections on SSL without any more issues. I’m not clear exactly what the heck the problem was with the certificates, but replacing them definitely resolved the issue.

HTTP 400, Kerberos, Bad Request, MaxTokenSize, TokenSz

We turned on Kerberos for a client this past weekend and one of the gifts that we got was that some of the users couldn’t log into the portal. Other users weren’t able to post a form to the server. They would get a HTTP 400 Bad Request.

Initially it was thought that the Kerberos ticket might be getting larger than the MaxTokenSize (See KB327825). After I chatted with my friend Laura Hunter I was pointed to the TokenSz utility. It will show you the token size of the current user. With this information I found that for the most part the users had token sizes of ~3K. One user had a token size of 8194 bytes. So knowing that the token sizes were much smaller than the 12K limit that MaxTokenSize defaults to I had to do some more digging.

Ultimately, I found that HTTP.SYS has a smallish default buffer size for incoming requests and large Kerberos tickets can actually exceed the available size for this buffer. Luckily KB2020943 shows you the registry settings you can change to increase the buffer size of HTTP.SYS. There’s a reboot required after the change but after that the users were able to login. For our environment we felt like a MaxFieldLength of 25K was plenty of headroom for our needs.

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