Get hands-on experience with Microsoft Office Delve

Objective

The goal of this lab is to introduce you to Delve, powered by Office Graph. You will learn how these new Office 365 services can reimagine search and discovery across your working environment. The exercises will show you visually engaging, fast, and intuitive views of your work. Delve displays the content most relevant to you, the people you interact with most, and the contributions and activities of people in your network.

After completing this lab, you will be better able to:

Access content across all your work using Delve views, content cards, and document previews
Access other individuals’ Delve profiles to discover their recent contributions and activities
Use Delve Boards to organize content
Use Delve search to find content of different kinds (documents, videos, etc.) across your network
Discover the people you connect with often, experts within your network, and contributions by others who may not be in your immediate network

Scenario

In this lab, you will log into Contoso’s SharePoint online environment and explore Delve functionality.

TECHNOLOGIES

Microsoft® Office 365
Office Graph
Delve
Microsoft® SharePoint Online

AUDIENCE

SharePoint End Users

Estimated time to complete this lab: 30 minutes

Virtual Machines

Ignite2015-DC
Ignite2015-EXCH
Ignite2015-SP
Ignite2015-SPAF
Ignite2015-WAC
Ignite2015-Win81Client

Exercise 1 : Overview of Office Delve and Office Graph

In this exercise you will:

Explore Delve

Scenario: In this exercise, you will learn what Delve and Office Graph are and how they interact to provide you access to the content and people you need to complete your projects.

Delve is built on technology called Office Graph. Office Graph represents a collection of analyzed signals from across Office 365 workloads (Exchange Online, SharePoint Online, Yammer, Lync, etc.). These signals are analyzed via machine learning, which produces insights that can be used to determine what content should be displayed in Delve for each user. These insights derive from each user’s behavior, their relationships to content, topics, and to other users in their network.

Office Graph fundamentally changes how you view and find content in Office 365. For example, you no longer need to know specific document details such as keywords, titles, or URLs in order to find them quickly. Instead, Office Graph automatically discovers and sorts items with a high probability to be of interest, are liked, or have recent touches by members of your network or working group.

Office Graph updates whenever someone interacts with content, so users can now stay current and always view or edit the most recent versions.

Delve is the first experience powered by Office Graph. The idea behind Delve is to tailor and surface the most relevant content for you at any given time from your network. What’s considered relevant is based on you, who you work with, and what topics your colleagues are working on. This helps you stay better connected and informed on topics that matter most to you.

Delve obeys existing security settings that cover relationships between content and people in your organization. Only you can see your private documents in Delve, unless you decide to share them. Delve does not change any permissions, and will only show you content that’s stored in a location that you already have access to. Delve supports security trimming, meaning that other people won’t see any of your content either, unless they already have access to it. Let’s take a quick introductory tour of Delve.

Connect to Ignite2015-Win81Client

Switch to Ignite2015-Win81Client by clicking on the Switch to Machine icon to the left of the Done button. You should be logged in as Garth Fort. If not, sign off and sign back in as CONTOSO\GarthF with a password of pass@word1.

You can also select the machine using the Machines tab.
Connect to Tenant Home Page

Start Internet Explorer and log on to your tenant home page as Katie Jordan using these credentials:  https://.sharepoint.com
Username:  KatieJ@.onmicrosoft.com
Password:  pass@word1
Connect to Yammer

In that same browser session, start a new browser tab and log into the Yammer network using the following credentials:  https://yammer.com/.onmicrosoft.com. If the WHO DO YOU WORK WITH? prompt appears, close it.
Username:  KatieJ@.onmicrosoft.com
Password:  pass@word1
Switch to Tenant Home Page

Switch to Tenant Home Page.
Open Delve

From the lab home page, in the top navigation bar, click App Launcher (window icon ), and then click Delve.
Home View

Explore the Home view. This view displays content that Office Graph considers the most relevant to your recent work and activities, and recent contributions by co-workers you are following.

NOTE: Your view may not match the screen shot exactly.
Content Cards
Scroll through the content cards and note the following items on the cards: 
- A document preview. NOTE: Some Excel files may not show a document preview; instead, they will show a pane with the word EXCEL. 
- Author (last person who “modified”) 
- File type, e.g. Word, PowerPoint 
- File location, e.g. Document Center, Knowledge Center, Team sites 
- Icons for sending a link and sharing
- Option to add a document to a board (there will be more on boards later).
Views Section

Note the Views section (Home and Me).
People Section

Note the People section (People you are currently following or that have made recent contributions to documents or projects you are working on).
Open View (Me)

In the left navigation, click Me. This view displays content Katie has contributed to or written.
See More

Scroll down and note the variety of information about Katie Jordan.

Congratulations!

You have successfully:

Explored Delve

Click Continue to advance to the next exercise.

Exercise 2 : Work with Content and People in Office Delve

In this exercise you will:

Open a document from Delve

Find content in Delve

Share a document on Yammer

Organize content with boards

Scenario: In this exercise, you will work with documents in Delve, find what you need, and organize content in Delve using a new feature called boards. Boards help you organize content, so it’s more readily accessible and easier to share with others.

Open View (Home)

In the left navigation, click Home.

Task – Open a document from Delve

You can start working on a document directly from Delve. Note that you do not need to know where the document is located, or who last contributed to it. You will see how this works in steps 1 through 5.
Open Document

In any content card, click the title of the document. NOTE: Due to variations in provisioning and tenant use history, you may not see the document shown in the screen shot. If that is the case, click the title of any document in the Home view.
Browse Content

Browse through the content in Office Online. Note the options in Web App menu to edit, share, and comment on the comment.
Yammer

If you see the Yammer icon at the upper right of the page, click it and view the Yammer pane. (NOTE: You may not see this in the lab environment.) You could start a Yammer conversation for the document, right in the Web App (do not start one at this time). Document conversations are displayed in Yammer, with direct links to the document. This makes it easy for all participants to access the document. Close the Yammer pane.
Home Page

Close the Web App tab and return to Katie’s Home view.
Initiate Search

In the search box on the left, start typing financ (do not complete the word). NOTE: Because of the dynamic nature of Office Graph, specific search results are not identified in the lab steps. You should see a number of search results. Scroll through the content and note content locations, dates, and authors.

Task – Find content in Delve

In steps 6 through 9, you will use Delve search to find content. Delve search provides an engaging and natural way to search for content across your entire network, from any view.
Clear Search

Click the X in the search box to clear it.
Initiate New Search

In the search box, type Denver. View the results (your view may not match the screen shot exactly).
Modify Search

Add the term marketing to the search query. Note the content cards for items containing both Denver and marketing. Clear the search.
Select Profile Image

Find a content card from Robin Counts and click the profile image at the top of the card. NOTE: If you do not see a content card from Robin, click any other user’s card.

Task - Discover co-worker’s recent documents and activities

Directly from the search results in Delve, you can discover what other content a specific co-worker may be working on. You will explore this in steps 10 and 11.
View Profile

Note Robin’s Delve profile. This view will have content that you have permissions to see; it may not match the screen shot exactly. Note the icons below (or above) Robin’s name for initiating a Lync conversation or sending email. These options let you establish contact quickly and initiate collaboration or discussion around a specific document.
Initiate Yammer

In a content card for Robin, click the Yammer icon (if it exists). Note the UI for posting a conversation about the document to Yammer. NOTE: Your view and experience may vary slightly from what is shown in the screen shots that follow.

Task – Share a document on Yammer

NOTE: If you do not see an icon for starting a Yammer conversation with Robin on content cards in her profile page, skip this task and continue to step 18.

NOTE: If you completed the previous section with a user other than Robin Counts, continue this section with that user.

Through Delve search, you discovered some other documents Robin Counts has authored. In steps 12 through 17, you will share the document on Yammer, directly from Delve.
Start Conversation

OPTIONAL: Click into the conversation field and start a conversation in Yammer, and then click Post. You may or may not see the “Sign in to Office 365” message.
Select Document Link

In the post that appears, click the link to the document, or if you see the Sign in to Office 365 link, click that link. You will be directed to the document in a Web App. From here, you can review the document and participate further in the Yammer conversation.
Conversation

At the upper right of the page, click the << above the Yammer icon. NOTE: This experience may vary depending on whether the tenant supports document conversations for the current user.
Close Conversations

Close the Web App tab and return to the Delve Home page. NOTE: You may have to close the Conversations pane to proceed.
Open Home View

If not already there, return to Katie Jordan’s Delve Home page and refresh the page, or click App Launcher and then click Delve.
Task – Organize content with boards

We are excited to introduce a new feature in Delve called Boards. Boards allow you to discover content related to topics and projects, making it easy to return to the content that matters most to you.

You can use boards to group together and share related documents. For example, you can create a board to collect and organize all documents related to a specific project your team is working on. As we will see in this lab, adding content to a board is easily done right from a content card in Delve. Everyone in your organization can view and contribute to an existing board or create a board—but they can only see and open documents that they have permission to access. From within Delve, you can also search for a board, follow it to stay informed, and discover other boards—all without having to know or remember where individual pieces of content live.

Note to lab participant: If you do not see boards in the left navigation of your Delve Home view, it may be due to two factors:
1. Boards are not yet activated in the Office 365 tenant, and/or
2. You have not yet followed any boards. 
- If you do not see Add to board on the content cards, you do not have boards activated. You may skip ahead to Exercise 3.
- If you see Add to board in the content cards but do not see any boards in the left navigation, you are most likely not following any boards. Continue with the step xx.
- If you see both Add to board in the content cards and one or more boards listed in the left navigation, continue with step 19.
Boards

Note the Boards section in the left navigation. NOTE: Your view may not match the screen shot exactly, or you may not see any boards in the view. Click one of the boards. Note the content cards in the board and the metadata they contain. NOTE: If you do not see any content, view the screenshot for an example.
Task – Organize content with boards

We are excited to introduce a new feature in Delve called Boards. Boards allow you to discover content related to topics and projects, making it easy to return to the content that matters most to you.

You can use boards to group together and share related documents. For example, you can create a board to collect and organize all documents related to a specific project your team is working on. As we will see in this lab, adding content to a board is easily done right from a content card in Delve. Everyone in your organization can view and contribute to an existing board or create a board—but they can only see and open documents that they have permission to access. From within Delve, you can also search for a board, follow it to stay informed, and discover other boards—all without having to know or remember where individual pieces of content live.

Note to lab participant: If you do not see boards in the left navigation of your Delve Home view, it may be due to two factors:
1. Boards are not yet activated in the Office 365 tenant, and/or
2. You have not yet followed any boards. 
- If you do not see Add to board on the content cards, you do not have boards activated. You may skip ahead to Exercise 3.
- If you see Add to board in the content cards but do not see any boards in the left navigation, you are most likely not following any boards. Continue with the step xx.
- If you see both Add to board in the content cards and one or more boards listed in the left navigation, continue with step 19.
View Links

Note the Unfollow link. You would click this link to stop following the board. Do not click it at this time. Note Send a link. You would click this link to send a link to the board to a co-worker. Do not click it at this time.
Remove Content from Board

In one of the content cards, right-click anywhere and click Remove from boards. Note the check mark on the card and the hover message that reads Finish removing from boards. NOTE: Office Graph may take some time to update the board so you may see the card remain in the view. See Knowledge icon for additional information.

Boards are open to everyone in your organization. You and others can see, add documents to, remove documents from, or follow any board in Delve. However, adding or removing a specific document from a board is only possible if you have permissions to see the document. If a board has documents that you don't have access to, those documents will be security trimmed and not show up for you in the board.
Open Delve Feed

Click one of the names under People to open their Delve feed.

Task - Add Content to Board

Suppose you see an interesting document in a co-worker’s Delve feed. You can easily add it to an existing board, or add it to a new board. This is listed in steps 22 through xx.
Add to Board

In the person’s Delve feed, select a content card that you want to add to a board. In the content card, click Add to board. If the card has already been added to a board, click the plus sign to show other boards. Start typing marketing. As you start typing, you may see the names of some existing board(s). NOTE: If board names do not appear, continue typing marketing and then press Enter to create the board. If you see board name suggestions, click Marketing Campaigns to add the card to the board.
Results

Note the content has been added to the board.
View Board

View the board. NOTE: Due to variations in the action of Office Graph, the document you just added may not show in the board immediately. In the left navigation, click the marketing campaigns board to which you just added content. You may see the document surface.
Open Home View

In the left navigation, click Home.

Congratulations!

You have successfully:

Opened a document from Delve

Found content in Delve

Shared a document on Yammer

Organized content with boards

Click Continue to advance to the next exercise.

Exercise 3 : Discover New Connections in Office Delve

In this exercise you will:

Identify content or subject matter experts

Stay up to date with others in your organization

Scenario: In this exercise, you will use the People view to discover new connections in Delve and find experts in your organization through a people-oriented search.

Search

In the search box, type project budget planning, and then press Enter. In the search results, note the document authors that would be good leads for help on this subject. NOTE: The results you see may vary from the screen shot.

Task 1 – Identify content or subject matter experts

Suppose you need some expert help on a subject like “project budget planning,” but don’t know where to find it. Delve can help. Use the Search feature shown in stes 1 and 2.
Clear Search

Clear the search box by clicking the X.
Home View

If you are not in the Home view, click Home in the left navigation.
Locate Shared Content

In the search box, type bonnie. In left navigation, under People, click Bonnie Kearney.

Task 2 – Stay up to date with others in your organization

Suppose you received an announcement on Yammer that you have a new VP of Sales and Marketing, Bonnie Kearney. To “stay in the know,” you want to see what Bonnie is doing to set the high-level Sales and Marketing agenda for this year. Bonnie may or may not be in Katie’s immediate peer group, but Katie can still find Bonnie’s shared content very quickly.
Explore Shared Content

Explore the content authored or modified by Bonnie. NOTE: The results you see may vary from the screen shot. Note one or more strategic documents, e.g. “Marketing Goals”, “New Product Sales Pitch”, etc.
View Shared Document

Click the title of one of the documents to view it in the Web App. When done, close the tab.
Close All Windows

Close all open windows.