Video: Using Profiles - IBM Connections 4Added by Duinseach Carey on September 5, 2012 |
|Watch this IBM Connections video to learn how to use Profiles to find people with a certain expertise, share information about your own skills and interests, or build a network of contacts.
pam -- Sept 5 -- This is a placeholder for the Profiles demo video for IBM Connections 4. --- SWAP OUT the ORANGE placeholder links with the correct values for Profiles
pam -- Sept 5 -- DUPE FROM ROB'S COMMUNITIES STUFF FOR FORMATTING ACCURACY ETC
This video shows you how to use IBM Connections 4.0. for Profiles.
This video runs under 5 minutes and contains audio.
To watch the video, click the play button. To read a text version of this video, scroll to the Welcome section on this page.
Watch this video full screen in a new window
|1.1||Use Profiles to find people with a certain expertise, share information about your own skills and interests, or build a network of contacts. ||The welcome screen displays.
© Copyright IBM® Corporation 2012
: Searching for people
|2.1||When you are looking for someone in your organization, the Directory page is a great place to start. |
to display the Directory
|2.2||The Do You Know widget suggests people to connect with based on things that you have in common. |
Highlight the Do You Know widget and the the photos and names of suggested profiles.
|2.3||Using organization tags on the Directory page lets you list people based on one or more keyword tag names. ||Display the Directory page and highlight the Organization Tags widget. Click the marketing tag name. A list of the people who are tagged with the keyword marketing displays. |
|2.4||Use the Display name search when you want to perform a quick search based on someone’s name. |
Put the cursor in the Display Name field and type ted. All users whose given name starts with these characters displays. Select Ted Amadou from the list.
|2.5||Application-specific search tools are available in the navigation bar, for example you can search for people using the Profiles by Name option. ||Move the cursor to the top bar search field and click the down arrow to display the menu options. Select Profiles by Name. Type den, select Dennis Michaels in the search result and click the search icon. |
|2.6||Click a person’s name or picture from any view to display their business card and profile information page. ||Click Ted Amadou 's name to open his profile page; highlight the business card. |
: Using a person’s profile page
|3.1||The person’s business card provides essential contact information such as phone number and email address. ||Show Ted Amado's profile page already open. Ted's job title, phone number, and email address display under his name. |
|3.2||You can find more information about a person using either the Contacts or the Background view, such as additional phone numbers and personal or work-related skills and interests. ||Click the Contacts tab and highlight its page content.
Click the Background tab and highlight its page content.
|3.3||In the Recent Updates view, you can post a message to the person and also view their posts, posts from others, and recent actions. |
Click the Recent Actions tab and scroll through its page content.
|3.4||You can see what you have in common with this person, for example shared communities, activities, or files. ||Highlight the Things in Common display area and its content. |
|3.5||You can also see the names of people that you and the profile owner have in common. ||Highlight the Who Connects Us? display area and its content. |
|3.6||You can reach out to a person using the profile page tabs. For example, you can invite Ted into your network and follow his updates. When Ted accepts your invitation you’ll be able to easily share information and see his updates. ||Pass the cursor over the following tabs:
- Send E-mail
- Invite to My Network
- Download vCard
Click Invite to My Network. Use the default message. Leave the Tags field blank, keep the Also Follow option enabled, and click Send Invitation.
Highlight the Pending Invitation marker.
: Updating your profile and managing your network invitations
|4.1||Keep your own profile current to better help people find and know about you. ||Click My Profile and display your profile page. |
|4.2||Edit your profile to add or update information about yourself. For example, you might add your mobile number in the Contact Information page. ||Click Edit My Profile. Click the Contact Information tab and enter 1-888-123-4567 in the Mobile number field. |
|4.3||On the About Me tab, you can add information about yourself, including background information, to describe your interests, skills, and expertise. When you save this information, it will display in your Recent Updates and Background views. ||Click the About Me tab. In the About Me field type My non-business interests are gardening and tennis. |
Display the existing content of the My Background area as you scroll to click Save and Close.
|4.4||Update your status message to let others know what you are doing. Your message appears as a recent update to you and as a status update to your followers. ||With the Recent Updates tab selected click in the What are you working on now field?, type Working on the presentation! and click Post. |
|4.5||Network invitations appear on the Home page and on your My Network page. You can either Accept or Ignore an invitation or open the inviter’s profile page to learn more about them and accept the invitation there. ||Click Profiles |
Click Invitations. Highlight Accept or Ignore. Highlight the inviter’s name then click Accept.
|4.6||Learn more about people in your network using the My Network views. |
|Highlight the My Network Contacts, Invitations, Following and Followers view options. |
: Creating a community
|5.1||Anyone with access to the Communities application can create a community.||The Public Communities page displays.|
|5.2||If you are an expert in a particular area and want to get together with people who share your interest, consider starting a community about your area of interest.||Click Start a Community.|
|5.3||Creating a community is easy.||The Start a Community form displays. |
|5.4||Your community must have a unique name.|
Add meaningful tags to make it easy for others to find the community.
|Enter Renovations Store in the Name field.|
Enter employee and discount in the Tags field.
|5.5||You can create a user-friendly web address for the community by entering a keyword in Web Address. You can then share this web address with others so they can quickly access the community.||Enter renovations_store in the Web Address field.|
|5.6||When you are specifying the level of access that you want for your community, remember that if you set it to Public or Moderated, your community will be visible to everyone in the organization.||The following Access level options are displayed:|
Public - anyone can join
Moderated - people must request to join
Restricted - people must be invited to join
|5.7||If you want your community to be private, set the access level to Restricted.||Select the Restricted access level.|
|5.8||Type the names of the people to add as members of the community.||Ensure that Members is selected, then enter names into the Members field.|
|5.9||New members are automatically sent an email with a link to the community|
|5.10||Specify the owner role if you want to add a person as an additional community owner. Community owners can edit, moderate, and delete content, as well as add members and widgets to the community.||Select Owners and enter a name in the Owners field.|
|5.11||Provide a community description that is an accurate summary of what your community is all about. When people are browsing communities, they will use the description to decide if the community is of interest to them.||Enter a description of the community in the Description field "This store offers discounted products to employees."|
|5.12||You can customize the look of your community by uploading an image that represents the community.||Mouse over the Upload a Community Image link. |
|5.13||You can also change the theme of your community.|
Applying a theme to a community changes the fonts and colors that are displayed in the community.
|Click Change Community Theme.|
Select a theme.
|5.14||When you’re happy with your settings, click Save to create your new community.||Click Save.|
|5.15||If you want to change any of the settings you selected for your community, you can edit the community at a later time.||Select Community Actions > Edit Community.|
|5.16||As you community grows you can create smaller communities within the greater community. ||Highlight Community Actions > Create a Subcommunity..|
: Adding widgets to a community
|6.1||After creating your community, you can make extra functionality available to members by adding widgets to the community.|
The Overview page of the Renovations Store community displays.
|Select Community Actions > Customize.|
The widget catalog displays.
|6.2||For example, you might want to create a community wiki to encourage members to collaborate on shared documentation.||Highlight the Wiki option.|
|6.3||Or you might want to add an events widget so you can schedule and share events with community members.||Click Events.|
Close the widget catalog.
|6.4||A link to the Events calendar is added to the navigation bar, allowing you to access Events directly from the community.||The Events option in the navigation bar is highlighted.|
|6.5||An Events summary widget displays in the community’s Overview page.||Scroll over to the Upcoming Events widget.|
|6.6||From the View All Events page, you can create an event.||The Create an Event link is displayed.|
|6.7||You could create an event for a community meeting. Provide a title, a description, and a location, and notify all members before saving the event.|
|Type Community meeting in the title.|
Use tomorrow’s date.
Type Determine new discounts. as the description.
Type team room as the location.
Click Notify community members.
|6.8||You can display the events in a Calendar view, too. ||Click Calendar tab.|
|7.1||Now you are ready to start collaborating with Communities.||The Closing screen displays.|
|7.2||For more information about Communities, see the product Help.||Show the Help link.|