Collaboration for CIM Users

Randy RhodesUtility Co-Chair

Genval MeetingMay 15, 2009

CIMug Collaboration• How We Support Collaboration

– Relationship with UCAIug and other groups– Business Capabilities– Current Status

• How-To Instructions– Manage My Account– Submit Requests– Find Information– Contribute Content

• Q&A

Note: watch for the “Click to view online” links (but remember, they

work only in Powerpoint’s presentation mode)

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:– CIMug: www.cimug.org– IEC TC57: www.iectc57.org– 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

MANY SITES -

ONE LOGIN

MANY SITES -

ONE LOGIN

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

– Issues Tracking– Contacts List– Wiki– Blog– Survey– Photo Library

– Document Libraries– Discussion Lists– Announcements– Group Calendar– What’s New List– Links List– Alerts

• 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

Kay Clinardon LinkedIn

FredTestfrog

Guido theEnforcer

Chris Reganon LinkedIn

Randy Rhodeson LinkedIn

Interest areas

Account Creation

• 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 context-sensitive

• Recommended: click “Remember Me” when you log in

Password Retrieval

User Login

How to Manage My Account

How to Ask for HelpClick to

view online

Creating a Service Request

Attach a screen-shot if that

would help the service

rep

Use a verb – “Fix, explain,

supply, resolve…

Be liberal with details –versions, browsers, etc.

Enter the user name here (User.Name)

Click to confirm - or search for a user

name

Anatomy of a Service Request

User’sRequest

ServiceRep’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 AnswersClick 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

Click to view online

How to Search

Use quotes to search for phrases – otherwise, use

individual words

Designate search target (current site

listed first, then parent site, then

others)

This result appears for all

users

This result will appear for

Process WG members only

Click to view online

Anatomy of a SiteOnly 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 User1. Give Help – Volunteer a Couple Hours Each Month2. Ask for Help (Submit Service Requests)3. Hurl the URL 4. Work a Wiki 5. Start a Blog6. Use Search Frequently7. Monitor Service Requests8. Monitor Support FAQs and KB Articles9. Learn to Use Alerts10. Set Up and Maintain Your Account

Ten Ways to VolunteerClick to View Online

Questions? Click to add your questions online

Site Members can contribute Content – options appear by permission settings