The Concise Guide On How To Use IBM Connections Cloud

The Concise Guide
on How to Use IBM Connections Cloud

(to manage your projects, your team and
put Connections Cloud to work for you)
Changing the way to work
to harness collective knowledge,
serve clients with speed, and amplify
impact across the business.
COPYRIGHT 2015 IBM Corporation
Purpose
Help you get started, be more efficient, achieve
greater impact.
Why?
The more we all use Connections Cloud,
the more impact and value we can all drive.
Table of Contents
SOCIAL-ize
your team
Section 1
Being Open: What Its All About ...............
BEING OPEN
Section 2
The Big Picture: Connections Cloud Overview
OVERVIEW
....
Section 3
Start: Setting up Your Social ......
GET SETUP
Section 4
The Toolbox: The Tools to Accelerate Your Team ...
TOOLBOX
Section 5
Day-to-Day: How to Manage it All ........
DAY-to-DAY
Section 1
Being Open
What Its All About
Being Open: What Its All About
SOCIAL-ize
your team
What is Social Business?
BEING OPEN
Social business = Open Business
OVERVIEW
Social business is a way of working

Networked, open collaboration, shareability, member led
GET SETUP
Open interaction that scales through participation and

connectedness
TOOLBOX
DAY-to-DAY
SOCIAL-ize
your team
Why is this important?
BEING OPEN
Creates value for your company, for clients, for partners
OVERVIEW
Your value will not be what you know, but what you share *
Multiplier effect (leveraging your numbers and your size)
People driven transformation in new age age of connection
DAY-to-DAY
* Ginni Rometty, IBM CEO
TOOLBOX
Its not a lift, its a complete shift
GET SETUP
Social is a market differentiator
SOCIAL-ize
your team
DAY-to-DAY
Open
Multiplier effect
Connections (+ less Email)
Dialog, sharing, insights
Open & extended teams
Reuse of existing work
Nonlinear processes
Resources in the cloud
Knowledge retain
Computer dies, nothing lost
TOOLBOX
Closed
Scarcity effect
Email (inbox full = mail jail)
Small closed teams
Duplication of work
Reinventing the wheel
Sequential processes
Stuff on your hardrive
Knowledge drain
Computer dies, work lost
GET SETUP
Today
OVERVIEW
Yesterday
BEING OPEN
A shift (not an add) its a change in HOW we work
TOOLBOX
Start small, start simple, and build momentum
GET SETUP
Dont go into Social, grow into Social
OVERVIEW
Good advice:
BEING OPEN
This all seems too much for me.
SOCIAL-ize
your team
DAY-to-DAY
Section 2
The Big Picture
Connections Cloud Overview
BEING OPEN
Connections comprehensive connectedness
SOCIAL-ize
your team
OVERVIEW
GET SETUP
TOOLBOX
DAY-to-DAY
SOCIAL-ize
your team
BEING OPEN
What can you do with your team?

Share and jointly edit files
OVERVIEW
Manage team projects

Brainstorm with your team
Share useful and important links
GET SETUP
Collaborate on documents
Centralize education and training
Share opinions and drive though leadership
Re-use what other teams have already created
TOOLBOX
Leverage team knowledge across your organization

Achieve alignment and focus around objectives
Tip: Start with Activities

to manage projects.
DAY-to-DAY
all from any internet device (laptop or mobile)
SOCIAL-ize
your team
BEING OPEN
How do I get on Connections Cloud?

https://apps.na.collabserv.com
OVERVIEW
Tip: Make this link a main

bookmark.
GET SETUP
Use the menus to navigate around
TOOLBOX
DAY-to-DAY
SOCIAL-ize
your team
Following people automatically connects you to
OVERVIEW
conversations and
content you care
about.
TOOLBOX
Open any Profile and click Follow.
GET SETUP
Tip: Click Follow in

anyones profile to start
getting updates
BEING OPEN
How do I follow my team?
DAY-to-DAY
SOCIAL-ize
your team
people on your team.
See who is mentioning your name
TOOLBOX
View updates from people and content you follow. See responses
to you as well.
GET SETUP
OVERVIEW
Then, use the Homepage to view updates from the
BEING OPEN
How do I follow my team?
View notifications
DAY-to-DAY
View items that require your response, like To Do items in Activities.
SOCIAL-ize
your team
BEING OPEN
Where do I work social with my team?
OVERVIEW
Use the tools in Communities

v
Blog share opinions, lead with insights, provide guidance

Activities manage projects
Bookmarks share important links
Wikis jointly build & edit rich text or HTML pages

Subcommunities build out sub categories of specialty focus
DAY-to-DAY
Forums openly engage, discuss and share ideas on topics
TOOLBOX
Files upload, centralize, jointly edit, share assets
Tip: Define clear goals and

focus in Description.
GET SETUP
Community Description summarize purpose / focus of community
Section 3
Starting Out
Get Setup
SOCIAL-ize
your team
Starting Out: Get Setup
BEING OPEN
Where do I start?
OVERVIEW
STEP 1
Setup your Profile

Add your team to your network
Add your extended group to your network
Follow senior leaders or executives
Add your key links (twitter, blog, team community)
Post updates on what you are working on
TOOLBOX
Add tags for your expertise
GET SETUP
DAY-to-DAY
SOCIAL-ize
your team
Starting Out: Get Setup
BEING OPEN
Then what?
OVERVIEW
STEP 2
Setup a Community as your teams social hub
Go to Communities > All Communities
Select Restricted for working team Communities
Add your direct team as members
Add Apps such as Blog, Activities, Bookmarks, Forums
Start adding content (see Toolbox for app information)
To add more members, click Members in left column
Add Tags to make findable
DAY-to-DAY
Click Start a Community Button
TOOLBOX
GET SETUP
Tip: Follow a Community to

get updates on the homepage
Section 4
Toolbox:
The Tools to Accelerate
Your Team
Toolbox: The Tools to Accelerate Your Team
SOCIAL-ize
your team
Ideas for Community Description
Detail community goals
Describe purpose of community
Use graphics to create a menu
Go to your team community
Click Community Actions > Edit Community
Click Upload a Community Image to add a community icon
In the description area, edit/paste content

Add links
Add images
Use Rich Text formatting
Can paste HTML from another HTML editor
DAY-to-DAY
TOOLBOX
GET SETUP
OVERVIEW
WHEN TO USE THIS TOOL:

To describe the goals and focus for the community
BEING OPEN
How do I create a Community Description?
SOCIAL-ize
your team
Examples of Activities
Manage team meetings
Track travel requests for your team
Manage finance submissions
Plan for an event
Add the Activity App to your Community
Click Start an Activity, name it and save
Click Add Section for parts or steps of the projects
In each Section, click Add Item (click Add File for assets)
Click To Do Item to add actions for team members
Click Notify Other People to alert team to Activity info or To Dos
Tip: Click and drag Sections

to change their order in Activity
DAY-to-DAY
TOOLBOX
In your Community, click Community Actions

GET SETUP
OVERVIEW

Use an Activity to manage a project with
your team
BEING OPEN
How do I create an Activity?
Examples:
Share a How To
Guidance on key initiative
Perspectives on strategy
Sharing a success story
Add the Blog App to your Community
Click New Entry
Enter title and content (rich text), add relevant tags
If you know HTML, you can copy and paste into HTML view
Option: click on a blog post, at bottom, click More Actions, Notify Others
DAY-to-DAY
Tip: Highlight your blog post with a

status update. Include link.
TOOLBOX
In your Community, click Community Actions

GET SETUP
OVERVIEW

Use a Blog to share guidance, commentary,
insights, or lessons learned with your team.
BEING OPEN
How do I create a Blog?
SOCIAL-ize
your team
SOCIAL-ize
your team
Examples:
Team brainstorming
Ask a question
Debate a topic
Share team thoughts on topic
In your team community, navigate to Forums
Click Start a Topic
Enter Title for discussion
Add an attachment if appropriate
Click Reply to this Topic to comment on the topic
Click Reply under a specific comment, to comment on the comment
GET SETUP
OVERVIEW

Use a Forum as an online discussion board or
to ask a question
BEING OPEN
How do I create a Forum?
TOOLBOX
DAY-to-DAY
Tip: Use a Forum to pre-discuss a

topic before a team call
SOCIAL-ize
your team
Examples:
Point to key resources
Highlight key training
Go to your team community
Navigate to Bookmarks
Click Add Bookmark
Enter URL and name
For persistent links you want to highlight, click Add to Important
GET SETUP
OVERVIEW

Use Bookmarks to share key web sites with your
team in a community
BEING OPEN
How do I add Bookmarks?
DAY-to-DAY
Tip: Keep Names short to prevent

wrapping in Important list
TOOLBOX
Bookmarks
SOCIAL-ize
your team
Examples:
Go to your team Community
Click Wiki, then Edit, or create a new page.
Create table of contents on page one

Create a community newsletter
GET SETUP
Create repository of collateral
OVERVIEW

Use a wiki for team collaboration. Publish best
practices, standards, or methods and procedures.
Create content for in HTML or rich text.
BEING OPEN
How do I create a Wiki?
If you see wiki design you like, you can copy and paste
TOOLBOX
the whole page into a new wiki page.
Tip: Use tables in a wiki to

organize your information
DAY-to-DAY

Notes:
Upload from Profile: only you edit
Set if others can share file

Upload once, post everywhere
5 GB limit
Tip: Get the Desktop Plugins so you can Share and

Sync your local files with copies in the cloud.
Upload files to share with individuals or communities
Go to Apps > Files to work with your Files
Click Upload a File
Add Title and Tags
Choose to share with no one, specific people,
DAY-to-DAY
communities, or everyone
TOOLBOX
GET SETUP
Use Folders to organize
OVERVIEW

Use Files to share documents with team without
sending as attachment in email.
Upload in Community: open edit
BEING OPEN
How do I upload Files?
SOCIAL-ize
your team
SOCIAL-ize
your team
BEING OPEN
More details on Files
Pinned Files: Priority files you pin to keep at top of file list so
you can easily find them.
GET SETUP
My Files: Files you have uploaded and shared
OVERVIEW
FILE MANAGEMENT TIPS:

Main features to manage your files and folders
Shared With Me: Private files shared directly vwith you

Sync: Offline files on your desktop or mobile device that are
TOOLBOX
automatically synced with copies in the cloud
Shared By Me: Private files you have shared with

individuals
Community Files: Files in communities of which you are a
Tips: Use Tags to make files findable. Use
Folders to organize lots of files.
DAY-to-DAY
member
SOCIAL-ize
your team
BEING OPEN
More details on Files
OVERVIEW
INSIGHTS ON THE FILE VIEW:

Understanding the details of the
file view
v (previous versions are retained)

Upload New Version: Update with new version
Share: Control private (share with specific people) or public
GET SETUP
Download: Put file on your hard drive.
Add to Folder: Organize into a specific folder
More Actions > Lock File: Prevent further edits/changes to the file or to avoid editing conflicts.
TOOLBOX
More Actions > Edit Properties: Give file a new name
Add Comment: Add remarks or guidance on file for viewers
Versions: See the version history (you can open any version)
TIPS: Tag it to make findable. Like
it to share with your network.
DAY-to-DAY
About this File: See how many and who has downloaded the file
Section 5
Day-to-Day:
How to Manage it All
Day-to-Day: How To Manage It All
Email less, use Connections Cloud more.
If you try it you will start to have ah ha moments on value.
TOOLBOX
Start with small steps and build momentum.
GET SETUP
If you are not used to it stick with it its actually pretty easy
OVERVIEW
Remember, its a shift a change in how we work
BEING OPEN
This all seems like more work.
SOCIAL-ize
your team
DAY-to-DAY
1. Setup your Profile

2. Add your team to your Network
4. Share updates on what you and your team are working on
5. Create a team Community

7. Then add Blogs and Forums
8. Engage with others through Connections Cloud
10. Follow the 5 Tips to success
DAY-to-DAY
9. Grow your momentum, be creative, experiment
TOOLBOX
6. Start with Activities, Files, Bookmarks
GET SETUP
3. Keep building your Network
OVERVIEW
Steps to success in working social with your team:
BEING OPEN
How to get started
SOCIAL-ize
your team
OVERVIEW
Stay connected to interesting projects, announcements, and

discussions
BEING OPEN
Tip #1 - Follow a Community
SOCIAL-ize
your team
For Communities you belong to, go to

Community to get updates from the
community in two places:
Updates on the homepage
TOOLBOX
Daily Email Newsletter
GET SETUP
the Community and click Follow this
DAY-to-DAY
SOCIAL-ize
your team
Get a daily briefing on responses to your content and updates from

people and content you follow
BEING OPEN
Tip #2 - Setup your daily email summary
OVERVIEW
1 Go to Notification Preferences
GET SETUP
Set how often you

want to be notified
TOOLBOX
DAY-to-DAY
See real time updates from people and content you follow
BEING OPEN
Tip #3 Take time to glance at your home page
SOCIAL-ize
your team
OVERVIEW
GET SETUP
View updates from people and content you follow
View notifications
DAY-to-DAY
View items that require your response,

such as To Do items in Activities
TOOLBOX
See who is mentioning your name
2 Use tags, keywords, and names to find content
OVERVIEW
1 Go to Advanced Search
BEING OPEN
Tip #4 How to Search Connections Cloud
SOCIAL-ize
your team
GET SETUP
TOOLBOX
DAY-to-DAY
OVERVIEW
Engage with your team on the go.
BEING OPEN
Tip #5 - Go Mobile with Connections
SOCIAL-ize
your team
Download the Connections Cloud mobile apps

Chat.
GET SETUP
for Email, Connections Social, Meetings, and
TOOLBOX
DAY-to-DAY
SOCIAL-ize
your team
Do you look for places where your teams critical skills can be put to use? Is
networking with other teams important to your personal success? Do you want a better
way to stay current on whats happening in your network?
Homepage
Do you want a way to manage projects, assign tasks and due dates and get an overall
view of the projects status in real-time?
Activities
Do you need to more easily communicate your strategy and priorities with your team in
an open space where they can respond and communicate with one another as well?
Blogs
Has your email inbox become a productivity drain filled with an unmanageable number
of notes and large attachments? Have you been in email jail in the last 6 months?
Files
Do you want to foster creativity, collaboration, and best practice sharing on your team?
Forums
Do you need to co-create web documents or curate online material?
Wikis
Do you want to share valuable web links for others to use?
Bookmarks
Do you struggle to share information and stay current when you are traveling or cant
be attached to the network?
Mobile
Connections
Activity Stream
updates
File Sync
DAY-to-DAY
Profiles
TOOLBOX
Do you ever need to find experts outside of your team to be successful on a project or
with a client?
GET SETUP
Communities
OVERVIEW
Is collaboration critical to your teams success? How do you foster the kind of open
communication on your team that encourages information sharing, learning, partnering
on projects, breakthrough thinking?
BEING OPEN
Summarizing the toolbox for Managers
SOCIAL-ize
your team
Social Business Insights Blog insights on Social Business in the enterprise
OVERVIEW
Getting Started with Connections Cloud interactive first steps to guide you
BEING OPEN
Additional Resources
@IBMSocialBiz feed for info, updates, resources, studies on Social Business

AskJim Podcast answering user questions on IBM Connections, 5 days a week
Where to go for help user help, administrator help, and mobile help
GET SETUP
Executive Social Academy helping managers magnify impact & grow into social
TOOLBOX
DAY-to-DAY
Build Your Knowledge 5min a Day
SOCIAL-ize
your team
OVERVIEW
Answering your questions about IBM Connections, 5 days a week
BEING OPEN
The AskJim Podcast
www.executivesocialacademy.com/askjim
Embed the Player in your Community

Ask a question
TOOLBOX
DAY-to-DAY
New 5min episodes 5 days a week

Jim Claussen
Strategy Manager Social Business Category
IBM
www.jimclaussen.com
www.executivesocialacademy.com/askjim
GET SETUP
Subscribe via Soundcloud

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The Concise Guide

on How to Use IBM Connections Cloud

COPYRIGHT 2015 IBM Corporation

Being Open: What Its All About ...............

The Big Picture: Connections Cloud Overview

Start: Setting up Your Social ......

The Toolbox: The Tools to Accelerate Your Team ...

Day-to-Day: How to Manage it All ........

Being Open: What Its All About

What is Social Business?

Social business = Open Business

Social business is a way of working

Open interaction that scales through participation and

Being Open: What Its All About

Why is this important?

Creates value for your company, for clients, for partners

Multiplier effect (leveraging your numbers and your size)

People driven transformation in new age age of connection

* Ginni Rometty, IBM CEO

Its not a lift, its a complete shift

Social is a market differentiator

Being Open: What Its All About

A shift (not an add) its a change in HOW we work

Being Open: What Its All About

Start small, start simple, and build momentum

Dont go into Social, grow into Social

This all seems too much for me.

Connections Cloud Overview

Connections comprehensive connectedness

Connections Cloud Overview

What can you do with your team?

Manage team projects

Leverage team knowledge across your organization

Tip: Start with Activities

all from any internet device (laptop or mobile)

Connections Cloud Overview

How do I get on Connections Cloud?

Tip: Make this link a main

Use the menus to navigate around

Connections Cloud Overview

Following people automatically connects you to

Open any Profile and click Follow.

Tip: Click Follow in

How do I follow my team?

Connections Cloud Overview

people on your team.

See who is mentioning your name

Then, use the Homepage to view updates from the

How do I follow my team?

View items that require your response, like To Do items in Activities.

Connections Cloud Overview

Where do I work social with my team?

Use the tools in Communities

Blog share opinions, lead with insights, provide guidance

Wikis jointly build & edit rich text or HTML pages

Forums openly engage, discuss and share ideas on topics

Files upload, centralize, jointly edit, share assets

Tip: Define clear goals and

Community Description summarize purpose / focus of community

Starting Out: Get Setup

Setup your Profile

Add your extended group to your network

Follow senior leaders or executives