HCL Connections – Surveys & Rules

I’m often asked about how to best use the Survey tool in HCL Connections to set up questionnaires or polls. Rules often play an important role and often cause questions. So to document how I do this (for myself as well as others who might benefit), I will write down a few tips below.

  1. Where do you find Rules?
  2. How do you see which rule applies to which question?
  3. How do you set up to and show an additional text box when an ‘Other’ option is selected?
  4. How do you set up a rule to show a text when an answer is right and a different one on when an answer is wrong? (conditional showing)
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Explaining My Drive & File Sync and how it affects versioning

My Drive was introduced to replace the previous sync options of IBM Connections. It offered some additional features like being able to sync not only files but also complete folders. Great! But working with My Drive also often causes a lot of confusion which might need some explaining….

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On cats and usability….

Yesterday someone posted this picture in a chat:

I laughed and then I posted this reply:

That’s the whole problem with usability in a nutshell. What developers THINK is intuitive is not the same as what users perceive as intuitive. It’s not the developer that decides what is intuitive, it’s the user.

What followed was a good humored banter between me (playing users advocate) and a bunch of hardcore developers. With replies like:

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IBM Connections Activities – Implicit versus Explicit expectations

In IBM Connections one of the most used options is Activities. A great way to manage and organize information and to do’s around a common task. Especially when using in combination with the Kudos Boards Add-in from ISW which makes it one of the strongest and most used features of IBM Connections (yep a shameless plug, but seriously, it IS the best Add-in for IBM Connections and if your organization isn’t using it you should definitely take a look at it) .

However, Activities also has it’s challenges…

Working for a customer on creating some documentation I found the following.

In Community Activities you have the option to limit what community members can do and you can even assign specific rights to specific community members. Great! But…

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Stop making me feel connected!

Another login… yes seriously I now have well over 200 different logins for sites, for companies, for whatever…
It is hip to be connected and hip to give your customers that feeling of being appreciated by giving them a personalized and password protected 24/7 connection to your company. No need anymore to send letters, lets just get ourselves a portal and have our users look up their own information there, they will love it! and why we’re at it: why not add a form for users to submit their own tickets. Heck we can even eliminate that expensive helpdesk that way!

Yes, you get it, I am getting fed up by that whole ‘(exceptional) web experience’ thing. Okay, in a lot of situations having the options to get information directly and without having to call or wait for office hours is good but… I think we’re going overboard.

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What is IBM Connections? And how to explain it to users!

In my work a big part of what I do is to explain both the reasons as well as the interface of IBM Connections. Why? Well because once you get the hang of it it’s not that hard but to a newbie user who opens it up for the first time it can be very daunting and alien.

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IBM Connections Explained: all about files!

Ok, I admit, this one was a long time in coming but it’s finally here! The next video in my little series on IBM Connections usage questions. This time it’s all about files and especially about the difference between :

  • Attachments vs Files
  • Personal vs Community files

I hope it helps explain a little what the difference is between them and how to use each. Good luck!

 

IBM Connections 4 gold nugget: Drag and drop file management

Like everyone else I’ve been excited to find out all the little and big new features IBM Connections 4 has to offer and even though I’ve been Beta testing it for months I’m still finding new little gold nuggets of functionality each day. One that I came across while looking at Luis Benitezvideo of new features in IBM Connections 4 is the drag and drop in the files section of the browser to upload new files or versions (at approximately at 2:50). I love it!

It makes it so much easier to upload files as you don’t have to first click a button and navigate to the file location anymore. On drop of the file or files (yes multiple works too!) it will automatically prompt you for tags and sharing options. Giving you the option to share it immediately with individuals or communities. Even better is that it also recognizes files that are already uploaded in your files section, prompting you to save the new version either as a version or with a rename.

This same functionality was already available through the Windows desktop plugin and the Lotus files plug-in that also allows drag & drop and automatic recognition of new versions but lets face it not everyone wants to install plugins and add-ins and sometimes it’s simply not even an option (try installing the Windows desktop plugin on your Mac!). With this you don’t have to, simply open your ‘My Files’ section and drag&drop your file or files in. It works like a charm!

And it turns out this doesn’t just works on Greenhouse or your on premises install of IBM Connections 4 but on Smartcloud as well (thanks to Erik Vos who alerted me to this!). This nifty little functionality is absolutely one of my favorite new functionalities of IBM Connections. What is yours?

 

Know your client…

Yesterday I signed up for the life web coverage of the exciting unveiling of the new IBM PureSystem which was hosted not by IBM but by external virtual event organizer Unisfair. Nothing wrong there. Each to its own and they are probably better in organizing these kind of things, but….

I have two pet peeves with how they organized it:

1. At registration you could indicate whether IBM & Affiliates are allowed to contact you by mail, phone or postal mail. I deselected all entries and saved. Guess what. Postal mail and Phone were automatically selected anyway which I saw in a flash while the page was saving. Even logging in and editing the settings does not allow you to deselect this. Sure, it will look deselected but save, switch page and come back and it’s selected again (and yes, I cleared my cache).
Big interface No No here. Even if that is actually saved as deselected you should never show it as selected as it is confusing and misleading. If it is saved as an approval then even worse, don’t give a user an option that really isn’t an option!

2. The second one (and yeah, I know I’m nitpicking here) is that when you organize an event for a major player like IBM and require the attendees to registeryou should at least make sure you know that customers products. So don’t send out a registration message with an “Outlook reminder” option….. sigh

Big issues? No, the first one I simply corrected by changing my info to fictional data and the second one… Well… I’m probably one of the few that even noticed.

But…. it does influence my feeling about the whole thing and makes me distrusting of it all. So if you use external companies to organize events and campaigns for you, make sure they obey to the same standards you do, are familiar with your products and don’t call out competitors products in their communications to your customers. The same goes for organizers. Know your client! It really doesn’t take much now a days for customers to get weary and distrusting on the Internet and that can directly impact the brand as well as you as an organizer….

The bright side of errors (just for fun)

Sometimes errors can really help put things in perspective….. or simply give you a chuckle. Todays highlight were two errors that made my day. Rest assured, neither were real problems but both gave me a great big laugh. So to brighten your day, here they are!

This one made me almost feel proud of the achievement!

And this one from Microsoft online help…. well irony 🙂