Getting Started with UCSF Chatter

1
Getting Started with UCSF Chatter

• An instructional guide to UCSF Chatter a
  private networking and collaboration tool

2
Contents

• UCSF Chatter
• Why Chatter?
• Chatter vs. Email
• Recommended Uses
• Getting Started
• Mobile Client
• Desktop Client
• Support

3
UCSF Chatter

• UCSF Chatter is an enterprise networking
  and collaboration tool that is specific to
  UCSF
• Chatter is subject to the university's electronic
  communications policy and compliance requirements
  and policy for protecting privacy information for
  students (FERPA) and patients (HIPAA).
• Collaborate on focused objectives by bringing
  different groups together and engaging in
  cross-team conversations
• Share large files in a central location without
  clogging email inboxes
• Post questions and get answers from people who
  may not normally be included
• Search and learn more about UCSF staff through
  the use of Chatter people profiles

4
Why Chatter?

• Less meetings
• Less inbox clutter
• Single, searchable repository for business
  conversations and files
• Increased ability to find information
• Increased visibility to staff and executive
  activities

5
Chatter vs. Email
Chatter Email
Business conversation regarding short-term or on-going initiative X
File collaboration X
Project/Committee/Initiative communication X
Private communications X
6
Recommended Uses

• Chatter instead of ListServ
• Share documents
• See posts and responses
• Save time answering questions that have already
  been asked/answered
• Tag topics of interest
• Chatter for project, committee, and meeting
  collaboration
• Share and collaborate on files without firewall
  concerns
• Access to all UCSF faculty staff
• Ability to post on profiles or in groups

7
Getting Started- Helpful Hints

• Posting
• Posts entered in the status box on your home or
  profile page will be visible to everyone.
• Posts entered on a colleagues profile page will
  be visible to everyone.
• Posts to a group will be visible only to people
  with access to that group.

8
Getting Started- Helpful Hints

• Uploading Files
• Upload in your feed (profile)
• Note When uploading a file on your profile, the
  default sharing rule is with everyone at UCSF.
  Profile information is available to everyone at
  UCSF.
• Upload in groups
• Files uploaded to a private group are only
  available to that group
• To allow others to upload a new version of a
  file, the file owner must click the Share File
  icon and select the users and/or groups that are
  allowed to upload new versions of that file.

9
Getting Started- Helpful Hints

• Following
• Follow people or files to receive an update when
  there is activity on them.
• Follow a person Receive email notification when
  a persons profile is updated
• Profiles are viewable by all Chatter users
• A persons activities in private groups are not
  viewable to those that are not in those groups.
  Following a person will not grant access to
  private groups that person belongs to.
• Follow a file Receive email notification when a
  file is updated
• Users can only follow files that are shared with
  them

10
Getting Started- Helpful Hints

• Adding a topic to a post
• Use the in front of your post to tag it for
  later reference. Search on the hash tag to find
  all posts with that tag
• Use the for a wild card search after the start
  of the hash tag. Be sure your search results
  display for Search Chatter Updates

11
Getting Started- Helpful Hints

• Directing a comment in a post
• Use the _at_ in front of a persons name in a post
  to call out that person. Note that you will be
  prompted to select a name from a list of name
  matches
• Chatter will send an email to that person with
  the comment.
• Responding to a post
• Respond to a post by
• Navigating to the group and posting a comment
• Replying to the email notification. Your response
  will automatically post to the group comment.

12
Getting Started- User Steps

• Log in to Salesforce- Navigate to
• ucsf.my.salesforce.com
• Watch the Chatter video It comes up the first
  time you visit your Home tab
• Update your profile Click your name and use the
  Pencil icon to update the About me section. Dont
  forget to upload a photo.
• Start following people Click the People tab to
  find colleagues you want to follow.
• Decide how you want to be alerted when your feed
  is updated- Go to Setup/Personal Setup/My Chatter
  Settings/ My Chatter to configure your email
  notification options.

13
Getting Started- User Steps

• Join or start groups To join a group, click the
  Groups tab, search and select a group to join. To
  start a group, click the Groups tab and select
  New Group.
• Follow Chatter etiquette Remember, Chatter is a
  business tool, so keep all conversations related
  to business. Here are a few simple dos and
  donts
• Don't post confidential information on your home
  page, profile, or in response to anyones posts.
  Everyone can see these posts.
• Dont post anything you wouldnt want your
  manager or HR team to see.
• Dont add noiseChatter isn't the place for
  planning lunch or discussing yesterdays game
• Dont post PHI in any group without explicit
  permission from Med Center CMO (if
  patient-related) or Office of Research (if
  research-related).
• Dont post email in a group without first
  notifying the sender

14
Mobile Client

• The Chatter mobile app allows users access to
  Chatter via mobile device
• For more detail on supported devices and OS
  requirements, visit www.salesforce.com/mobile/app
  s/download/devicesupport.jsp
• Download Chatter Mobile Application at
  www.salesforce.com/mobile/apps/download/ or
  through Apple App Store, Android Market, or
  BlackBerry App World
• Open the Chatter application and go to
  Settings
• (on iPhone this is a Cog icon in upper right
  corner)
• Add new connection of ucsf.my.salesforce.com
• (on iPhone click the icon, add
  ucsf.my.salesforce.com with a label of UCSF)
• Launch Chatter app and accept all terms.
• After accepting terms, you should be directed to
  the MyAccess login page. Enter ID and password
  (required to enter only at time of set up)

15
Desktop Client

• Chatter Desktop lets you collaborate in Chatter
  without a browser
• Note Chatter Desktop requires Adobe Integrated
  Runtime (AIR) and only runs on operating systems
  that Adobe AIR supports.
• PC User Instructions
• Install Chatter Desktop by navigating to the user
  name in Chatter web application (upper right
  corner of the application) and click Setup. On
  the left toolbar, click on Desktop Integrations,
  then Chatter Desktop. The instructions to
  download Chatter Desktop will appear in the main
  pane.
• Once installed, launch Chatter Desktop and
  select Add a new connection . Enter UCSF
  Chatter in the name and https//ucsf.my.salesforc
  e.com into the Login URL
• Note enter the Login URL in full, as it
  appears in this step.
• Click on Authenticate and enter network ID and
  password to log on (required to enter only at
  time of set up)

16
Desktop Client

• Mac Users and Windows 8 Users
• Please note Windows 8 users can only install
  using Internet Explorer as the browser (not
  Chrome or Firefox)
• Go to http//get.adobe.com/air/ and Click on
  Download Now
• Login to UCSF Chatter web application. Navigate
  to the user name (upper right corner of the
  application) and click Setup. On the left
  toolbar, click on Desktop Integrations, then
  Chatter Desktop. The instructions to download
  Chatter Desktop will appear in the main pane.
• Once installed, launch Chatter Desktop and select
  Add a new connection . Enter UCSF Chatter in
  the name and https//ucsf.my.salesforce.com into
  the Login URL
• Note enter the Login URL in full, as it
  appears in this step.
• Click on Authenticate and enter network ID and
  password to log on (required to enter only at
  time of set up)

17
Desktop Client - Overview
Shortcut to view updates, find people/ groups and
message users
Click to instant message with online users
Double click to post on persons wall
View Desktop Settings
18
Support

• Chatter Help
• Go to the group, Chatter Help to post a
  question to the Salesforce team
• Email chattersupport_at_ucsf.edu with question
• Enter a ticket on Service-Now

19
(No Transcript)
20
UCSF Chatter Guidelines

• As a university employee, you must abide by the
  university code of conduct . Be respectful when
  posting.
• Avoid posting Private Health Information (PHI).
  Posting of PHI is only acceptable for pilot
  groups with explicit permission from the Med
  Centers CMO (if related to patient care) or
  Office of Research (if related to research).
• Report any inappropriate content to either the
  group administrator or the Chatter technical
  support team so that the content can be removed.