Cisco Pulse Connect User Guide

Cisco Pulse User Guide
Release 1.0.5
May 2010
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Text Part Number: OL-20215-02
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Cisco Pulse User Guide
© 2010 Cisco Systems, Inc. All rights reserved.
CONTENTS
Preface
vii
Purpose
vii
Audience
viii
Organization
viii
Conventions
ix
Obtaining Documentation and Submitting a Service Request
Related Documentation
x
x
CHAPTER
1
Overview
CHAPTER
2
Getting Started with Cisco Pulse
1-1
2-1
Client and Browser Requirements
Logging Into Cisco Pulse
2-1
2-2
Getting Familiar with Your Home Page 2-4
Pulse Locator Search Interface 2-5
Profile Gadget 2-6
Tag Navigator Gadget 2-8
Top Contributors Gadget 2-9
Interaction Gadget 2-11
Customizing Your Home Page 2-13
Adding a Gadget 2-13
Maximizing a Gadget 2-19
Minimizing a Gadget 2-21
Moving a Gadget 2-22
Closing a Gadget 2-24
Navigating through Cisco Pulse
What You Need to Do Next
Logging Out of Cisco Pulse
CHAPTER
3
Setting Up Your Public Profile
2-26
2-27
2-28
3-1
Understanding Your Public Profile 3-1
Editing Your Public Profile 3-3
Public Profiles Elements 3-5
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Contents
Privacy Options
3-8
Preferred Contact Method 3-10
Expanding and Changing the Default Preferred Contact Method
Modifying Contact Information 3-13
Deleting a Contact Method 3-14
Most Recent Profile Tags
View All Tags
3-10
3-15
3-16
Add a Pulse Tag to Your Public Profile
3-17
Background Information 3-18
Companies 3-19
Adding Companies 3-19
Modifying Companies 3-20
Deleting Companies 3-21
Education 3-22
Adding Educational Experiences 3-23
Modifying Educational Experiences 3-24
Deleting Educational Experiences 3-24
Related Links 3-25
Adding a Related Link 3-26
Modifying a Related Link 3-27
Deleting a Related Link 3-28
Other Credentials and Areas of Expertise 3-29
My Tags
Activities
CHAPTER
4
3-30
3-31
Managing Tags
4-1
Understanding Tags 4-1
Pulse Tags 4-1
Profile Tags 4-2
Profile Keywords 4-3
Understanding How Tags Factor Into Pulse Locator Search Results
Supported Special Characters 4-4
Viewing Tags 4-5
Viewing Tags in the Tag Navigator Gadget 4-5
Understanding Conventions Used in the Tag Clouds
Viewing the Status of Your Pulse Tags 4-7
Viewing Tag Details 4-7
Managing Tags
4-3
4-7
4-9
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Adding a Profile Tag 4-9
Adding a Profile Tag From the Tag Navigator 4-9
Adding a Pulse Tag or Profile Keyword from the Profile Page 4-10
Adding a Profile Tag From My Tags Page 4-13
Changing the Status of Pulse Tags 4-14
Understanding the Pulse Tag Statuses 4-14
Changing Pulse Tag Status from the Most Recent Profile Tags Content Area
Changing Tag Status from the Tag Navigator Gadget 4-16
Changing Pulse Tag Status from My Tags Page 4-17
Finding Expertise and Related Information
CHAPTER
5
4-22
Locating Experience and Related Information
5-1
Understanding the Pulse Locator Search Parameters
5-1
How the Pulse Locator Interacts With the Pulse Vocabulary
Understanding Term Groupings 5-2
Suggesting New Terms and Synonyms 5-3
Performing the Pulse Locator Search
5-2
5-3
Understanding the Search Results 5-6
People Search Results 5-10
List View 5-10
How Cisco Unified Presence Integration Affects the Search Results
Refining Your People Search Results 5-13
Learning More About Expertise Providers 5-17
Clicking to Collaborate With Expertise Providers 5-19
Related Information Search Results 5-29
Video Search Results 5-29
Document Search Results 5-32
CHAPTER
6
Viewing the Vocabularies
5-11
6-1
Understanding the Vocabularies 6-1
Pulse Vocabulary 6-1
User-Suggested Terms and Synonyms 6-2
Understanding Term Groupings and Normalization
Restricted Vocabulary 6-3
Vocabulary Notification Emails
6-2
6-3
Understanding the Vocabulary Used in Various Communication Tools
Vocabulary Page Elements
Viewing a Vocabulary
4-15
6-3
6-4
6-5
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Contents
Vocabulary Elements 6-5
Viewing a Vocabulary 6-7
Downloading a Vocabulary
6-8
GLOSSARY
INDEX
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Preface
This preface describes the purpose of the Cisco Pulse User Guide, who should read it, how it is
organized, its document conventions, and where to get more information or help if needed.
This preface contains these topics:
•
Purpose, page vii
•
Audience, page viii
•
Organization, page viii
•
Conventions, page ix
•
Obtaining Documentation and Submitting a Service Request, page x
•
Related Documentation, page x
Purpose
This manual explains how to log into Cisco Pulse, get familiar with and customize your Home page, and
set up your public profile, including adding previous companies at which you have worked, educational
background, links to personal websites, and a summary of other credentials and areas of expertise.
It describes the tags and keywords supported by Cisco Pulse, how they are attached to you, the role they
play in identifying you and other users as expertise providers in a Pulse Locator search, and how you can
manage tags using the Cisco Pulse graphical user interface (GUI).
It explains how to use the Pulse Locator, which enables you to search for people based on their areas of
experience and for related videos and documents. It describes the search results, how to refine the results
using filters, for example, corporate organizational roles or geographic locations, and how Pulse Locator
derived the results. It also explains how to use Click-to-Collaborate features to quickly contact the
people in the search results using their preferred method of contact or to schedule a Microsoft Outlook
meeting.
And finally, it provides information on the Pulse and Restricted Vocabularies, which contain terms on
which users can search and find experienced expertise providers and related documents and videos. It
explains how users can contribute to the Pulse Vocabulary, and view the Pulse and Restricted
Vocabularies and download a copy if desired.
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Preface
Audience
This manual is intended for a Cisco Pulse user who has a public profile and can potentially be an
expertise seeker or expertise provider.
Organization
This guide includes these chapters:
Title
Description
Chapter 1, “Overview”
Describes the components and features that contribute to an
accurate and robust Pulse Locator, which is the centerpiece
of Cisco Pulse.
Chapter 2, “Getting Started with Cisco
Pulse”
Explains how to log in and out of the Cisco Pulse GUI; to
get familiar with and customize your Home page, and use
the gadgets to perform tasks such as viewing My Top Tags
and All Top Tags, and adding tags to your public profile;
and to navigate throughout the GUI.
Chapter 3, “Setting Up Your Public
Profile”
Explains why it is important to set up your public profile,
how to add background information, and tags and keywords
to your profile, how to view your collaboration activities
and provide or view comments from participants, and how
to change the default settings of some parameters.
Chapter 4, “Managing Tags”
Provides information on tags discovered by Cisco Pulse,
where you can view these tags, and how you can add these
tags to your public profile. This chapter also discusses
profile tags and keywords, how to create them, and where
you can view them. It also discusses the implications of
adding tags or keywords to your public profile.
Chapter 5, “Locating Experience and
Related Information”
Provides information about how to use the Pulse Locator to
search for people with experience with a particular term as
well as related documents and videos, interpret and refine
the results, and use Click-to-Collaborate to quickly contact
the expertise providers or to schedule a Microsoft Outlook
meeting.
Chapter 6, “Viewing the Vocabularies”
Explains the roles of the Pulse and Restricted Vocabularies
and how you can make contributions to the Pulse
Vocabulary. It also describes how to view the vocabularies
from Cisco Pulse and how to download the vocabularies as
comma separated values (CSV) format to your hard disk.
“Glossary”
The glossary provides a list terms and definitions specific to
Cisco Pulse.
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Preface
Conventions
This document uses these conventions:
Convention
Indication
bold font
Commands and keywords and user-entered text appear in bold font.
italic font
Document titles, new or emphasized terms, and arguments for which you supply
values are in italic font.
[ ]
Elements in square brackets are optional.
{x | y | z }
Required alternative keywords are grouped in braces and separated by
vertical bars.
[x|y|z]
Optional alternative keywords are grouped in brackets and separated by
vertical bars.
string
A nonquoted set of characters. Do not use quotation marks around the string or
the string will include the quotation marks.
courier
font
Terminal sessions and information the system displays appear in courier font.
< >
Nonprinting characters such as passwords are in angle brackets.
[ ]
Default responses to system prompts are in square brackets.
!, #
An exclamation point (!) or a pound sign (#) at the beginning of a line of code
indicates a comment line.
Note
Means reader take note.
Tip
Means the following information will help you solve a problem.
Caution
Timesaver
Warning
Means reader be careful. In this situation, you might perform an action that could result in equipment
damage or loss of data.
Means the described action saves time. You can save time by performing the action described in
the paragraph.
Means reader be warned. In this situation, you might perform an action that could result in
bodily injury.
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Preface
Obtaining Documentation and Submitting a Service Request
For information on obtaining documentation, submitting a service request, and gathering additional
information, see the monthly What’s New in Cisco Product Documentation, which also lists all new and
revised Cisco technical documentation, at:
http://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.html
Subscribe to the What’s New in Cisco Product Documentation as a Really Simple Syndication (RSS) feed
and set content to be delivered directly to your desktop using a reader application. The RSS feeds are a free
service and Cisco currently supports RSS Version 2.0.
Related Documentation
The Cisco Pulse documentation set also includes these documents:
•
Cisco Pulse Administrator Guide
•
Cisco Pulse API Reference Guide
•
Release Notes for Cisco Pulse Release 1.0.5
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CH A P T E R
1
Overview
Cisco Pulse consists of these components:
•
Pulse Vocabulary—This vocabulary includes terms that are integral to the organization in which
Cisco Pulse is used.
•
Pulse Collect Engine—An engine that runs on a Pulse Collect Appliance and analyzes content
shared across the network for terms in the Pulse Vocabulary, attaches the terms to their associated
users, documents, and videos, a practice known as tagging, and sends this information to the Pulse
Connect Engine for further analysis. This engine stores metadata for the content for approximately
6 months.
•
Pulse Connect Engine—An engine that runs on a Pulse Connect Appliance and analyzes the content
discovered by the Pulse Collect Engine, which is stored in the Pulse Index, as well as user-supplied
content, and presents the dynamic information via the Pulse Apps such as the Tag Navigator gadget
and Pulse Locator search results.
•
Pulse Apps—End user applications built by Cisco Systems, Inc., that enable users to perform these
types of tasks:
– Add background information to their public profiles.
– Attach terms to themselves by adding profile tags to their public profiles.
– View popular Pulse and profile tags in My Top Tags, and Pulse tags in All Top Tags, and
potentially add the Pulse tags to their profile.
Each of these components serves as building blocks that contribute to a more robust Pulse Locator. This
feature allows users, also known as expertise seekers, to enter a term in the Pulse Locator search
interface, which appears on each page in the Cisco Pulse graphical user interface (GUI). The Pulse
Locator searches the Pulse Index and public profiles and returns a list of people with the most recent
experience with the term, also known as expertise providers.
These features enhance the search results:
•
Availability status of the expertise providers, which enables you to determine who you can
collaborate with now.
•
Search result filters, which enable you to narrow the list of expertise providers by corporate role,
geographic locations, and so on.
•
Full and mini profiles of the expertise providers that you can access from the search results page.
•
Relevant videos and documents, which you can view from the search results page.
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Chapter 1
Overview
And finally, you can click icons in the full and mini public profile to quickly collaborate with an
expertise provider using these methods:
•
Email (corporate email system)
•
Phone (corporate land line or mobile)
•
Instant messaging
•
Cisco WebEx meeting software
You can also schedule a Microsoft Outlook meeting by selecting expertise providers, then clicking the
Schedule a Meeting button in the Pulse Locator search results.
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CH A P T E R
2
Getting Started with Cisco Pulse
These topics describe what you need know when initially logging into Cisco Pulse.
•
Client and Browser Requirements, page 2-1
•
Logging Into Cisco Pulse, page 2-2
•
Getting Familiar with Your Home Page, page 2-4
•
Customizing Your Home Page, page 2-13
•
Navigating through Cisco Pulse, page 2-26
•
What You Need to Do Next, page 2-27
•
Logging Out of Cisco Pulse, page 2-28
Client and Browser Requirements
You can access Cisco Pulse from Microsoft Windows clients with one of these supported browsers:
•
Mozilla Firefox browser, version 2.0 or 3.0
•
Microsoft Internet Explorer browser, version 6.0, 7.0, or 8.0
If you use a different browser to access Cisco Pulse, the system warns and reminds you to use one of the
supported browsers.
Also, to support the playing of videos in the Pulse Locator search results page, a browser must support
the Adobe Flash Player 9 and above. However, we highly recommend upgrading to the latest available
Adobe Flash Player version for the best performance.
Note
While accessing Cisco Pulse from one of the supported browsers, we strongly recommend that you not
refresh the browser. Doing so, especially after performing an action such as changing the status of a tag
causes the browser to resend a request to perform the same action that was just completed. Refreshing
the browser in this situation can result in a Cisco Pulse error.
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Chapter 2
Getting Started with Cisco Pulse
Logging Into Cisco Pulse
Logging Into Cisco Pulse
You must log into Cisco Pulse to access and use its various pages.
During your first login, if your system administrator implemented a privacy policy for your organization,
Cisco Pulse presents it to you. You can accept or decline the policy. However, to enter and use the
application, as well as allow Cisco Pulse to begin analyzing and tagging content that you share across
the network, you must accept the policy. If you decline the policy, Cisco Pulse logs you out of the
application and neither analyzes nor tags content that you share across the network.
Note
After you accept the policy, Cisco Pulse propagates your username to the Pulse Collect Engines so that
they can start analyzing content that you share across the network. The propagation of your username
can take up to one day. While Cisco Pulse is propagating your username, you can access and use Cisco
Pulse; however, be aware that up to one day’s worth of your content might not be analyzed and tagged.
If the possible tagging delay presents a problem, you can contact your system administrator to discuss
how to handle this situation.
Before You Begin
•
You need these items from your system administrator:
– A URL for Cisco Pulse. The URL format is http://ip-host-address. A sample URL is
http://cisco-pulse.mycompany.com
– A Cisco Pulse username and password.
•
If you use Microsoft Outlook 2003 or 2007 as your email application, ensure that Cisco Pulse tags
your emails by disabling encryption in Microsoft Outlook, then restarting the application.
Procedure
To log into Cisco Pulse:
Step 1
Open a browser, enter the URL supplied by your system administrator in the Address field, and click the
Go icon.
The Login page appears as shown in Figure 2-1.
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Chapter 2
Getting Started with Cisco Pulse
Logging Into Cisco Pulse
Figure 2-1
Step 2
Enter the username and password provided by your system administrator as shown in Figure 2-2, and
click Log In.
Figure 2-2
Step 3
Login Page
Login Page—Entering Username and Password
If logging in for the first time and your system administrator implemented a privacy policy for your
organization, Cisco Pulse presents it to you as shown in Figure 2-3.
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Chapter 2
Getting Started with Cisco Pulse
Getting Familiar with Your Home Page
Figure 2-3
Privacy Policy Page
Home
Log Out
About
Cisco Pulse
Your organization's privacy policy appears here.
I accept
* If you do
I decline
Continue
not agree with the terms of the policy, you are not able to log into the application. For any policy questions or concerns, contact your system administrator.
276475
© 1992-2009 Cisco Systems, Inc. All rights reserved
a.
To accept the policy, check the I accept check box, then click Continue.
Your Home page appears, and as soon as your username is propagated to the Pulse Collect
Appliances, Cisco Pulse begins to analyze and tag content that you share across the network.
b.
To decline the policy, check the I decline check box, then click Continue.
If you decline the policy, Cisco Pulse logs you out of the application and neither analyzes nor tags
content you share across the network. For any policy questions or concerns, contact your system
administrator.
Getting Familiar with Your Home Page
After you log into Cisco Pulse, your Home page appears. Figure 2-4 shows a sample home page.
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Chapter 2
Getting Started with Cisco Pulse
Getting Familiar with Your Home Page
Figure 2-4
Sample Home Page
These topics describe the major components of the Home page:
•
Pulse Locator Search Interface, page 2-5
•
Profile Gadget, page 2-6
•
Tag Navigator Gadget, page 2-8
•
Top Contributors Gadget, page 2-9
•
Interaction Gadget, page 2-11
Pulse Locator Search Interface
The Pulse Locator search interface appears in all pages of the Cisco Pulse graphical user interface (GUI).
Figure 2-5 shows this interface in the Home page.
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Chapter 2
Getting Started with Cisco Pulse
Getting Familiar with Your Home Page
Figure 2-5
Pulse Locator Search Interface
In this interface, you can enter a term, for example, “collaboration,” to find people with experience with
this term, as well as related information, which includes documents and videos.
Related Topics
•
Profile Gadget, page 2-6
•
Tag Navigator Gadget, page 2-8
•
Top Contributors Gadget, page 2-9
•
Interaction Gadget, page 2-11
Profile Gadget
The Profile gadget, as shown in Figure 2-6, appears in your Home page.
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Getting Started with Cisco Pulse
Getting Familiar with Your Home Page
Figure 2-6
Sample Profile Gadget
Table 2-1 describes the elements that appear in the Profile gadget.
Table 2-1
Profile Gadget Elements
Elements
Description
User Information
Displays your name, including a preferred name if specified, and
other corporate information, which is leveraged from the corporate
directory.
Preferred Contact Method
By default, the drop-down list includes these methods through
which an expertise seeker can contact you:
•
Email (corporate email system)
•
Phone (corporate land line)
•
Mobile (mobile phone, provided that you have a mobile phone
listing in the corporate directory)
The default value is email. To change the method, click the
drop-down arrow and select the desired method.
To expand the list to include instant messaging, see the
“Expanding and Changing the Default Preferred Contact Method”
section on page 3-10.
Note
Edit Profile link
An expertise seeker can up a Cisco WebEx meeting with
you at any time. For this reason, specifying Cisco WebEx
as a preferred contact method is not an option.
To access the Profile page, where you can expand your preferred
contact methods to include instant messaging, as well as set up
your public profile, click this link.
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Chapter 2
Getting Started with Cisco Pulse
Getting Familiar with Your Home Page
Table 2-1
Profile Gadget Elements (continued)
Elements
Description
Most Recent Profile Tags
Displays the last 16 tags that you added to your public profile. For
more information on profile tags, see the “Profile Tags” section on
page 4-2.
Left-click a profile tag to perform these tasks:
View All My Tags link
•
View the synonyms associated with the term. For more
information, see the “Viewing Tag Details” section on
page 4-7.
•
Perform a Pulse Locator search on the term to find people with
experience with the term and related documents and videos.
For more information, see the “Finding Expertise and Related
Information” section on page 4-22.
•
Change the status of the profile tag from In Profile to
Discovered or Ignored. For more information, see the
“Changing Pulse Tag Status from the Most Recent Profile Tags
Content Area” section on page 4-15.
To view your Pulse tags with the statuses of In Profile, Discovered,
and Ignored, and change the status of one or more of the tags, click
this link. For more information, see the “Changing Pulse Tag
Status from My Tags Page” section on page 4-17.
Related Topics
•
Pulse Locator Search Interface, page 2-5
•
Tag Navigator Gadget, page 2-8
•
Top Contributors Gadget, page 2-9
•
Interaction Gadget, page 2-11
Tag Navigator Gadget
A Pulse tag is a term in the Pulse Vocabulary that Cisco Pulse discovers in content shared across the
network, attaches to one or more users, then stores in the Pulse Index. A profile tag is a term in the Pulse
Vocabulary that you attach to yourself by adding it to your public profile.
Tip
If you use Microsoft Outlook 2003 or 2007 as your email application, you can ensure that Cisco Pulse
tags your emails by disabling encryption in Microsoft Outlook, then restarting the application.
The Tag Navigator gadget, which appears in your Home page, is a means through which Cisco Pulse can
display these views of Pulse and profile tags:
•
All Top Tags—A summary of the 20 most popular Pulse tags found in content shared by all users
across the network in a specified timeframe.
•
My Top Tags—A summary of the 20 most popular Pulse tags found in content you shared across the
network and profile tags that you added to your public profile in a specified timeframe.
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Getting Started with Cisco Pulse
Getting Familiar with Your Home Page
The tag clouds are also a means through which Cisco Pulse can present terms that you can add to your
public profile.
Figure 2-7 shows a sample Tag Navigator gadget.
Figure 2-7
Sample Tag Navigator Gadget
You can left-click a tag to perform these tasks:
•
View the synonyms associated with the term.
•
Perform a Pulse Locator search on the term to find people with experience with the term and related
information, which includes documents and videos.
•
Change the tag status.
For more information about the tag clouds, including the tasks that you can perform from them, see the
Viewing Tags in the Tag Navigator Gadget, page 4-5.
Related Topics
•
Pulse Locator Search Interface, page 2-5
•
Profile Gadget, page 2-6
•
Top Contributors Gadget, page 2-9
•
Interaction Gadget, page 2-11
Top Contributors Gadget
The Top Contributors gadget collects and displays data for the top 10 expertise providers who
collaborated with expertise seekers using Click-to-Collaborate features in a specified timeframe. In
addition to the top 10 expertise providers, data for the owner of the Home page also displays, even if this
person was not sought to collaborate during the specified timeframe.
Figure 2-8 shows a sample Top Contributors gadget.
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Figure 2-8
Top Contributors Gadget
Table 2-2 describes the elements that appear in the Top Contributors gadget.
Table 2-2
Top Contributors Gadget Elements
Elements
Description
Timeframe drop-down list
By default, the Top Contributors gadget displays the top 10 expertise providers for the past day
(from the top of the hour to the current time). For example, if you view the gadget at 2:45 pm,
the displayed data is from 2 pm to 2:45 pm today. To change this timeframe, from the
Timeframe drop-down list, choose one of these options:
•
Past Week—From 3 am, when the data in the cache was last refreshed, to 1 week earlier.
•
Past Month—From 3 am, when the data in the cache was last refreshed, to 30 days earlier.
•
Past 3 Months—From 3 am, when the data in the cache was last refreshed, to 90 days
earlier.
•
Past 6 Months—From 3 am, when the data in the cache was last refreshed, to 180 days
earlier.
Note
Expertise Provider
If you request data for a longer timeframe than Cisco Pulse has been running, it displays
all of the data it has for that timeframe. For example, if Cisco Pulse has been running
for 4 months and you request data for the past 6 months, Cisco Pulse displays data for
the 4 months.
Displays the full name of the top 10 expertise providers sought for collaboration by expertise
seekers using Click-to-Collaborate features in the specified timeframe. This column also
displays the full name of the owner of the Home page, even if this person was not sought for
collaboration during the specified timeframe.
The expertise providers who appear are sorted by total requests. That is, the expertise provider
with the highest number of total requests appears first, the expertise provider with the next
highest number of requests appears next, and so on as shown in Figure 2-8.
Number of People Assisted
Displays the number of expertise seekers who used a Click-to-Collaborate feature to initiate
collaboration with an expertise provider in the specified time. For example, if an expertise
seeker requested collaboration with an expertise provider using the Click-to-Email feature, the
system increments this counter by one for the expertise provider.
Total Requests
Displays the total number of collaboration requests received by an expertise provider by way
of Click-to-Collaborate features in the specified timeframe.
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Related Topics
•
Pulse Locator Search Interface, page 2-5
•
Profile Gadget, page 2-6
•
Tag Navigator Gadget, page 2-8
•
Interaction Gadget, page 2-11
Interaction Gadget
A collaboration activity is an interaction between an expertise seeker and expertise provider(s) using one
of the Click-to-Collaborate features available in the Pulse Locator search results. For example, you
performed a search on the term “collaboration” and from the search results, used the Click-to-Call
feature to collaborate with an expertise provider over their corporate land line. Or, another Cisco Pulse
user searches on the term “documentation” and from the search results, invites you and a few other
expertise providers to a scheduled meeting to discuss that topic.
Cisco Pulse logs each collaboration activity initiated from the Pulse Locator search results except for
WebEx meetings in which the only participant is yourself. You can view collaboration activity
information in the Interaction gadget, which displays up to eight collaboration activities that you
initiated in the last 2 weeks.
Figure 2-9 shows a sample Interaction gadget.
Figure 2-9
Sample Interaction Gadget
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The Interaction gadget provides a convenient means of providing feedback about a collaboration activity.
You can click the Helpful? icon to provide this feedback:
•
Anonymous comments to the expertise provider(s) who participated in the collaboration activity.
The expertise provider(s) can view your comments in their Activity Archive tables.
Each Cisco Pulse user, for example, Jim, has an Activity Archive table, which displays information
for all collaboration activities initiated by Jim and anonymous comments from expertise seekers
with whom Jim interacted in collaboration activities initiated by them. For more information on the
Activity Archive table, see the “Activities” section on page 3-31.
•
The amount of time that the collaboration activity saved you.
After you provide feedback about a collaboration activity, the system removes the activity from the
Interaction gadget. This activity still appears in your Activity Archive table and if desired, you can
update your comments about it.
If you do not want to provide feedback about a collaboration activity that appears in the Interaction
gadget, you can click the close icon for that activity. The system removes the activity from the Interaction
gadget, and you can provide comments about the activity later from the Activity Archive table.
Table 2-3 describes the elements that are available in the Interaction gadget.
Table 2-3
Elements
Interaction Gadget Elements
Description
For each collaboration activity
Click-to-Collaborate
method
Displays the Click-to-Collaborate method used for the collaboration activity. For a mapping of
displayed icons to the Click-to-Collaborate methods, see Table 5-3 on page 5-20.
Expertise provider(s)
Displays one of these elements:
•
If one expertise provider participated in the collaboration activity, displays the name of the
expertise provider.
•
If more than one expertise provider participated in the collaboration activity, displays the
number of expertise providers. You can left-click the link to display the names of the
expertise providers in a pop-up window. To close the window, click the close icon.
Pulse Tag
Displays the Pulse tag for which you sought one or more expertise providers.
Hour- or day-stamp
Displays the number of hours or days since the collaboration activity occurred. The system
rounds down the displayed hour- or day-stamp. For example, if the activity occurred 1 hour and
59 minutes ago, the system displays “1 hour ago.”
The Interaction gadget displays activities that occurred a maximum of 2 weeks ago. To view
information for all collaboration activities that you initiated, click the All Activities link to see
the Activity Archive table.
Click the Helpful? icon to provide this feedback on the collaboration activity:
•
Provide anonymous comments of up to 500 characters to the expertise provider(s) who
participated in the collaboration activity. The 500 characters can include character spaces
and all special characters. The expertise provider(s) can view your comments in their
Activity Archive tables. For more information on the Activity Archive table, see the
“Activities” section on page 3-31.
•
Specify the amount of time that the collaboration activity saved you. When providing this
feedback, consider the amount of time that you would have spent on your own locating
people with whom to collaborate on a particular topic or researching the topic.
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Table 2-3
Elements
Interaction Gadget Elements (continued)
Description
Close icon
Click the close icon to close a collaboration activity row in the Interaction gadget. You can still
view the information for the corresponding collaboration activity in your Activity Archive
table.
xxx of yyy for last 2 weeks
xxx is the number of collaboration activities displayed in the Interaction gadget, and yyy is the
number of activities initiated by you in the past 2 weeks for which you have not provided
feedback.
All Activities link
Click the All Activities link to access the Activity Archive table.
Related Topics
•
Pulse Locator Search Interface, page 2-5
•
Profile Gadget, page 2-6
•
Tag Navigator Gadget, page 2-8
•
Top Contributors Gadget, page 2-9
Customizing Your Home Page
You can customize your Home page in these ways:
•
Adding a Gadget, page 2-13
•
Maximizing a Gadget, page 2-19
•
Minimizing a Gadget, page 2-21
•
Moving a Gadget, page 2-22
•
Closing a Gadget, page 2-24
Adding a Gadget
By default, the Home page of a Cisco Pulse user with the “user” privilege level includes these gadgets,
which are shown in Figure 2-10:
•
Profile
•
Tag Navigator
•
Top Contributors
•
Interaction
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Figure 2-10
Sample Home Page—User
The Home page of Cisco Pulse users with the “business administrator” or “system administrator”
privilege level includes the previously mentioned gadgets plus the ROI gadget, all of which are shown
in Figure 2-11.
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Figure 2-11
Sample Home Page—Business and System Administrators
All of these Cisco Pulse users can add more iterations of these gadgets to their Home page:
•
Tag Navigator
•
Top Contributors
•
Interaction
•
ROI (for business and system administrators only)
Using a drag-and-drop mechanism, users can add a gadget anywhere in their Home page. The only
limitation when adding gadgets is that a row can contain a maximum of three gadgets. Otherwise, users
can add as many gadgets as desired. However, users must keep in mind that each gadget takes a certain
amount of time to load information. If a user adds several gadgets, it can take several seconds for all
gadgets to load information, thereby delaying the user from viewing information or performing tasks in
the Home page.
Procedure
To add a gadget to your Home page:
Step 1
In the Home page, click Add Gadget as shown in Figure 2-12.
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Figure 2-12
Sample Home Page—Clicking Add Gadget
A panel containing icons of addable gadgets appears as shown in Figure 2-13.
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Figure 2-13
Step 2
Sample Home Page—Add a Gadget Panel
Left-click the icon of a gadget you want to add, then drag it to where you want the gadget to appear.
For example, Figure 2-14 shows a Tag Navigator gadget that is dragged to the right of the existing Tag
Navigator gadget. The dotted-line rectangle indicates the location where you want the new gadget to
appear.
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Figure 2-14
Step 3
Sample Home Page—Dragging and Dropping a Gadget
Release the icon in the desired location.
If you release the icon above an existing gadget, the system places the new gadget above the existing
gadget and moves the existing gadget down to the next row as shown in Figure 2-15.
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Figure 2-15
Sample Home Page—Adding a Gadget
Related Topics
•
Maximizing a Gadget, page 2-19
•
Minimizing a Gadget, page 2-21
•
Moving a Gadget, page 2-22
•
Closing a Gadget, page 2-24
Maximizing a Gadget
You can maximize the size of any gadget so that it is the only one that appears in your Home page.
Procedure
To maximize a gadget:
Step 1
Click the maximize icon in title bar of the gadget.
Figure 2-16 shows how to click the maximize icon in the Interaction gadget.
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Figure 2-16
Sample Home Page—Clicking the Maximize Icon
Figure 2-17 shows the maximized gadget.
Note
The maximized gadget supersedes all other gadgets in the Home page. In other words, the only gadget
that appears in the Home page is the maximized gadget. All other gadgets that previously appeared no
longer appear.
Figure 2-17
Sample Home Page—Clicking the Minimize Icon
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Step 2
To return the gadget to its default size, click the icon as shown in Figure 2-17.
The gadget returns to its default size, and the other gadgets that appeared in the row before you
maximized the gadget re-appear.
Related Topics
•
Adding a Gadget, page 2-13
•
Minimizing a Gadget, page 2-21
•
Moving a Gadget, page 2-22
•
Closing a Gadget, page 2-24
Minimizing a Gadget
You can minimize any gadget in your Home page.
Procedure
To minimize a gadget:
Step 1
Click the minimize icon in the title bar of the gadget.
Figure 2-18 shows how to click the minimize icon in the Tag Navigator gadget.
Figure 2-18
Sample Home Page—Minimizing a Gadget
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The gadget disappears, and only the title bar remains as shown in Figure 2-19. Also, the gadget
immediately below the minimized gadget moves up to the upper row as shown in Figure 2-19.
Figure 2-19
Step 2
Sample Home Page—Expanding a Gadget
To re-expand the gadget, click the icon as shown in Figure 2-19.
The gadget re-expands to its default size.
Related Topics
•
Adding a Gadget, page 2-13
•
Maximizing a Gadget, page 2-19
•
Moving a Gadget, page 2-22
•
Closing a Gadget, page 2-24
Moving a Gadget
You can move any gadget in your Home page. Keep in mind that the preference of the system is to keep
the upper row populated with gadgets. Therefore, if you try to move a gadget from an upper row to an
empty space immediately below, the system does not allow it.
Procedure
To move a gadget:
Step 1
Hover your cursor over the title bar of the gadget.
The cursor changes to the arrow icon shown in the title bar of the Interaction gadget in Figure 2-20.
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Figure 2-20
Step 2
Sample Home Page—Hovering Cursor Over Gadget Title Bar
After the arrow icon appears, left-click the title bar of the gadget, then drag and drop the gadget to the
desired position in the Home page.
In the sample Home page shown in Figure 2-21, the Interaction gadget was dragged and dropped to the
left of its original position.
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Figure 2-21
Sample Home Page—Moving a Gadget
Related Topics
•
Adding a Gadget, page 2-13
•
Maximizing a Gadget, page 2-19
•
Minimizing a Gadget, page 2-21
•
Closing a Gadget, page 2-24
Closing a Gadget
You can close any gadget in your Home page except for the Profile gadget, which must always appear.
If you close a gadget in the top row, and there is a gadget below it, the gadget below moves up to the top
row. If you close a gadget in the top row, and there is no gadget below it, the Home page displays an
empty space.
Procedure
To close a gadget:
Step 1
Click the close icon in the title bar of the gadget.
Figure 2-22 shows how to click the close icon in the Top Contributors gadget.
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Figure 2-22
Sample Home Page—Clicking the Delete Icon
After you close this gadget, the Home page displays an empty space as shown in Figure 2-23.
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Figure 2-23
Step 2
Sample Home Page—Deleting a Gadget
You can leave the empty space as is, or optionally fill it by adding a gadget or moving an existing gadget
to the space.
For more information, see the “Adding a Gadget” section on page 2-13 and the “Moving a Gadget”
section on page 2-22.
Related Topics
•
Adding a Gadget, page 2-13
•
Maximizing a Gadget, page 2-19
•
Minimizing a Gadget, page 2-21
•
Moving a Gadget, page 2-22
Navigating through Cisco Pulse
Cisco Pulse includes navigational tabs that are present wherever you are located in the hierarchy of pages
(see Figure 2-24).
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What You Need to Do Next
Figure 2-24
Sample Home Page—Tabs
Using the navigational tabs, you can access these pages:
•
Home page
•
Profile page
•
Vocabulary page
What You Need to Do Next
To get up and running with Cisco Pulse, we recommend performing these steps:
1.
Add background information to your public profile.
For more information, see the “Background Information” section on page 3-18.
2.
Add profile tags and keywords to you public profile.
For more information, see the “Adding a Profile Tag From the Tag Navigator” section on page 4-9,
“Adding a Pulse Tag or Profile Keyword from the Profile Page” section on page 4-10, and “Other
Credentials and Areas of Expertise” section on page 3-29.
3.
When needed, search for people with experience with a particular term and related information,
which includes documents and videos.
For more information, see the “Performing the Pulse Locator Search” section on page 5-3.
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Logging Out of Cisco Pulse
Logging Out of Cisco Pulse
Cisco Pulse includes a Log Out link that is present wherever you are located in the hierarchy of pages
(see Figure 2-25).
Figure 2-25
Sample Home Page—Logging Out
To log out and return to the Login page (see Figure 2-2 on page 2-3), click the Log Out link.
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3
Setting Up Your Public Profile
These topics provide information that enable you to understand and set up your public profile:
•
Understanding Your Public Profile, page 3-1
•
Privacy Options, page 3-8
•
Preferred Contact Method, page 3-10
•
Most Recent Profile Tags, page 3-15
•
View All Tags, page 3-16
•
Add a Pulse Tag to Your Public Profile, page 3-17
•
Background Information, page 3-18
•
My Tags, page 3-30
•
Activities, page 3-31
Understanding Your Public Profile
When logging into Cisco Pulse for the first time, each user has a default public profile that is initially
populated using data from the corporate directory and default settings for the privacy options and
preferred contact method attribute.
Your public profile serves two purposes:
•
Cisco Pulse analyzes your public profile during Pulse Locator searches.
•
If Cisco Pulse deems that you are a person with experience during a Pulse Locator search, the
expertise seeker can access full and mini versions of your public profile from the Search Results
page.
Figure 3-1 shows the Public Profile tab, and Figure 3-2 shows the Background tab of a sample full public
profile. Figure 3-3 shows a sample mini public profile.
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Figure 3-1
Sample Full Public Profile—Public Profile Tab
Figure 3-2
Sample Full Public Profile—Background Tab
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Figure 3-3
Sample Mini Public Profile
Because Cisco Pulse and other users can view and analyze your public profile, we strongly recommend
that you enhance your default profile with background information and profile tags soon after your initial
login.
This topic also describes these aspects of your public profile:
•
Editing Your Public Profile, page 3-3
•
Public Profiles Elements, page 3-5
Editing Your Public Profile
In addition to the full and mini public profiles that Cisco Pulse and other users can access, as shown in
Figure 3-1 on page 3-2, Figure 3-2 on page 3-2, and Figure 3-3 on page 3-3, the Profile page exists. The
Profile page is the means through which you can edit all aspects of your public profile except for the
corporate information, which includes your name, title, and so on. This information is leveraged from
the corporate directory and cannot be changed.
You can access the Profile page by clicking the Profile tab. The Profile page allows you to add
background information and profile tags to your public profile. Figure 3-4 and Figure 3-5 show sample
Profile pages that a user might find after initially logging into Cisco Pulse. In other words, background
information and profile tags have not yet been added.
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Figure 3-4
Sample Profile Page—Summary Tab
Figure 3-5
Sample Profile Page—Background Tab
The Profile page also includes My Tags and Activities tabs. Cisco Pulse does not analyze the My Tags
and Activities pages during a Pulse Locator search, nor can other users access it. For more information
on the tasks that these pages allow you to perform, see the “Changing Pulse Tag Status from My Tags
Page” section on page 4-17 and “Activities” section on page 3-31, respectively.
Related Topics
•
Public Profiles Elements, page 3-5
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Public Profiles Elements
Cisco Pulse and other users can access these versions of your public profile from the Pulse Locator
search results page:
•
A full profile as shown in Figure 3-6 (Public Profile tab) and Figure 3-7 (Background tab).
•
A mini profile as shown in as shown in Figure 3-8.
Figure 3-6
Sample Full Public Profile—Public Profile Tab
Figure 3-7
Sample Full Public Profile—Background Tab
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Figure 3-8
Sample Mini Public Profile
Table 3-1 describes the elements that appear in your full and mini public profiles.
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Table 3-1
Public Profile Elements
Element Also Appears in Mini
Public Profile?
Element
Description
Corporate Information
Displays your corporate information, which can include but Yes. Mini public profile displays a
is not limited to these elements:
subset of corporate information
provided in full public profile.
• Your name, including a preferred name if one is
specified
•
Your title
•
Your group name
•
Your corporate email address
•
Your location
•
The name of your manager, which is a hypertext link.
When clicked, the link displays the full public profile of
your manager, provided that your manager is also a
Cisco Pulse user.
This information is leveraged from the corporate directory,
and you cannot edit it.
Collaboration Options/
Contact Information
Displays the available methods through which an expertise
seeker can contact you, and the method that you prefer.
These are the valid values:
•
Email—Corporate email system
•
Phone—Corporate land line
•
Mobile—Mobile phone (provided that you have a
mobile phone listing in the corporate directory)
•
Instant messaging—Instant messaging application
Note
Yes.
An expertise seeker can set up a Cisco WebEx
meeting with you at any time. For this reason,
specifying Cisco WebEx as a preferred contact
method is not an option.
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Privacy Options
Table 3-1
Public Profile Elements (continued)
Element
Description
Most Recent Profile
Tags
A profile tag is a term in the Pulse Vocabulary that you
attach to yourself by adding a tag to your public profile. This
action declares that you have experience with or interest in
the associated term and are open to collaborating with other
users about the term.
Displays the profile tags that you added most recently to
your public profile. You can left-click a profile tag to
perform these tasks:
•
View the synonyms currently associated with the term,
and suggest more for inclusion in the Pulse Vocabulary.
For more information, see the “Viewing Tag Details”
section on page 4-7.
•
Perform a Pulse Locator search on the term to find
people with experience and related documents and
videos. For more information, see the “Finding
Expertise and Related Information” section on
page 4-22.
Element Also Appears in Mini
Public Profile?
Yes. Displays the last 10 profile tags
that you added to your public
profile.
Does not allow you to left-click a
profile tag to perform the tasks that
are allowed in the full public profile.
Background Information Displays this background information in your public profile: No.
•
Previous work experience
•
Education
•
Related links
•
A free-form summary for additional credentials, areas
of expertise, and profile keywords. A profile keyword is
a term that is not currently in the Pulse Vocabulary and
that you attach to yourself by adding it to your profile.
A profile keyword can be a work-related term such as
“collaboration” or a personal-interest term such as
“cooking” or “hiking.”
Related Topics
•
Editing Your Public Profile, page 3-3
Privacy Options
Some users might be concerned about Cisco Pulse analyzing and tagging the content they share across
the network and the time they could potentially expend if they are identified as an expertise provider and
asked to collaborate. To address these concerns, Cisco Pulse supports these privacy options, which are
available in the Profile page, immediately below the corporate information as shown in Figure 3-9.
•
(Option 1) Pulse will discover my Pulse Tags
•
(Option 2) I can be found based on my Pulse Tags
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Privacy Options
Figure 3-9
Sample Profile Page—Privacy Options
By default, both options 1 and 2 are selected. Table 3-2 outlines the tagging, Tag Navigator, and Pulse
Locator implications for each privacy option selection scenario.
For more information on Pulse tags, see the “Pulse Tags” section on page 4-1.
Table 3-2
Option 1
Status
Option 2
Status
Checked
Checked
Unchecked Checked
Checked
Privacy Options Implications
Tagging Implications
Tag Navigator Implications
(My Top Tags View)
Pulse Locator Implications
Cisco Pulse analyzes content Your Pulse tags appear.
you share across the network
and discovers Pulse tags in this
content.
Based on your Pulse tags, you can
be identified as an expertise
provider in the Pulse Locator
search results.
Cisco Pulse stops analyzing
content you share across the
network and discovering any
Pulse tags in this content.
Based on your Pulse tags
discovered before you deselected
Option 1, you can be identified as
an expertise provider in the Pulse
Locator search results.
Your Pulse tags discovered
before you deselected
Option 1 appear.
Unchecked Cisco Pulse analyzes content Your Pulse tags appear.
you share across the network
and discovers Pulse tags in this
content.
Unchecked Unchecked Cisco Pulse stops analyzing
content you share across the
network and discovering any
Pulse tags in this content.
No Pulse tags appear.
You cannot be identified as an
expertise provider in the Pulse
Locator search results.
You cannot be identified as an
expertise provider in the Pulse
Locator search results.
To change the default settings of the privacy options, uncheck or check the privacy option check boxes
as desired. Changes that you make to option 1 can take up to 24 hours to take effect, while changes that
you make to option 2 take effect immediately.
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Preferred Contact Method
Note
If a user unchecks option 2, they can still be identified as an expertise provider based on their profile
tags. For more information, see the “Profile Tags” section on page 4-2.
Preferred Contact Method
If your name appears in the Pulse Locator search results, an expertise seeker can use
Click-to-Collaborate to contact you.
This topic describes the default contact options and default preferred contact method, and how you can
change these attributes to suit your needs:
•
Expanding and Changing the Default Preferred Contact Method, page 3-10
•
Modifying Contact Information, page 3-13
•
Deleting a Contact Method, page 3-14
Expanding and Changing the Default Preferred Contact Method
By default, these preferred contact method options appear in the Profile gadget of your Home page, and
the Collaboration Options area of the Profile page:
•
Email—The corporate email system.
•
Phone—The corporate land line.
•
Mobile—A mobile phone, provided that you have a mobile phone listing in the corporate directory)
For more information on the Profile gadget, see the “Profile Gadget” section on page 2-6.
The default preferred contact method is email. In the Collaboration Options area of the Profile page, you
can expand the contact method options to include instant messaging.
Note
An expertise seeker has the option of setting up a Cisco WebEx meeting with you at any time. For this
reason, specifying Cisco WebEx as a preferred contact method is not an option.
After you expand the contact method options, the additional options appears in both the Profile gadget
of your Home page and the Collaboration Options area of the Profile page.
Procedure
To expand the preferred contact method options and change the default method:
Step 1
In the Collaboration Options area of the Profile page, click the Add Contact Method link.
The Collaboration Options area updates as shown in Figure 3-10. The drop-down list includes an instant
messaging application.
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Preferred Contact Method
Figure 3-10
Sample Preferred Contact Method—Expanding the Options
Step 2
From the drop-down list, make sure that the instant messaging application is selected.
Step 3
Enter the screen name of your instant messaging application in the blank field, then click Save as shown
in Figure 3-11.
Cisco Pulse supports the AIM and Cisco WebEx Connect applications.
Figure 3-11
Sample Preferred Contact Method—Specifying IM Screen Name
If successfully added, the Collaboration Options area updates with the new contact method and an
associated Preference radio button as shown in Figure 3-12.
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Preferred Contact Method
Figure 3-12
Step 4
Sample Preferred Contact Method—Expanded Option and Preference Radio Button
To change the default preferred contact method, for example, to an instant messaging application, click
the radio button associated with the method.
The system displays a message indicating whether or not the preferred contact method was successfully
changed as shown in Figure 3-13.
Figure 3-13
Sample Preferred Contact Method—Changing the Default Preferred Contact Method
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Preferred Contact Method
Related Topics
•
Modifying Contact Information, page 3-13
•
Deleting a Contact Method, page 3-14
Modifying Contact Information
You can modify information for the instant messaging contact method.
Note
You cannot modify information for the email, corporate land line, and mobile phone contact methods.
The information for these options is updated through updates from the corporate directory.
If your contact information changes, for example, your instant messaging screen name changes, you can
update the information in the Collaboration Options area of the Profile page:
Procedure
To modify contact information:
Step 1
In the Collaboration Options area of the Profile page, click the Edit icon next to the contact method that
you want to change.
For example, you can click the Edit icon for the instant messaging application as shown in Figure 3-14.
Figure 3-14
Sample Preferred Contact Method—Clicking Edit
The screen name field becomes editable as shown in Figure 3-15.
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Preferred Contact Method
Figure 3-15
Sample Preferred Contact Method—Editing the Field
Step 2
Update the screen name as needed.
Step 3
Click Save.
The system displays a message indicating whether or not the contact information was successfully
updated.
Related Topics
•
Expanding and Changing the Default Preferred Contact Method, page 3-10
•
Deleting a Contact Method, page 3-14
Deleting a Contact Method
You can delete the instant messaging contact method option.
Note
You cannot delete the email, corporate land line, or mobile phone contact method options.
Before You Begin
You cannot delete a contact method that is currently configured as the preferred contact method. Ensure
that the method you intend to delete is not the preferred contact method.
Procedure
To delete a contact method:
Step 1
In the Collaboration Options area of the Profile page, click the Delete icon next to the instant messaging
contact method.
Figure 3-16 shows how to click the Delete icon for instant messaging.
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Most Recent Profile Tags
Figure 3-16
Sample Preferred Contact Method—Clicking Delete
If the system successfully deletes the IM option, it is removed from the Profile gadget of the Home page,
and the Collaboration Options area of the Profile page. For more information on the Profile gadget, see
the “Profile Gadget” section on page 2-6.
Related Topics
•
Expanding and Changing the Default Preferred Contact Method, page 3-10
•
Modifying Contact Information, page 3-13
Most Recent Profile Tags
The Most Recent Profile Tags content area in the Profile page displays the tags that you most recently
added to your public profile as shown in Figure 3-17. For more information on profile tags, see the
“Profile Tags” section on page 4-2.
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View All Tags
Figure 3-17
Sample Profile Page—Most Recent Profile Tags
You can left-click a profile tag to perform these tasks:
•
View the synonyms currently associated with the term. For more information, see the “Viewing Tag
Details” section on page 4-7.
•
Perform a Pulse Locator search on the term to find people with experience and related documents
and videos. For more information, see the “Finding Expertise and Related Information” section on
page 4-22.
•
Change the status of the profile tag from In Profile, to Discovered or Ignored. For more information,
see the “Changing Pulse Tag Status from the Most Recent Profile Tags Content Area” section on
page 4-15.
View All Tags
To view your Pulse tags and their current status, and change the status of one or more of the tags, click
the View All Tags link on the Profile page as shown in Figure 3-18.
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Add a Pulse Tag to Your Public Profile
Figure 3-18
Sample Profile Page—View All Tags
For more information, see the “Changing Pulse Tag Status from My Tags Page” section on page 4-17.
Add a Pulse Tag to Your Public Profile
To add a Pulse tag or profile keyword to your public profile, enter the associated term in the Add a Pulse
Tag to My Profile interface in the Profile page, then click Add as shown in Figure 3-19.
Figure 3-19
Sample Profile Page—Add Tags
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Background Information
For more information, see the “Adding a Pulse Tag or Profile Keyword from the Profile Page” section
on page 4-10.
Background Information
After you initially log into Cisco Pulse, your default public profile does not include any background
information. We strongly recommend that you add this background information to your public profile:
•
Companies—A list of companies for which you presently work or have worked in the past.
•
Education—A list of schools attended and degrees received.
•
Related links—A list of hypertext links that enable other users to access additional personal
information.
•
Other credential and areas of expertise—A free-form summary of other credentials and areas of
expertise or interest. You can also add profile keywords in this content area.
When adding this information, you must keep these factors in mind:
•
Cisco Pulse and other users can view and analyze your background information.
•
The information you share can result in your name appearing in the Pulse Locator search results for
a particular term.
Therefore, it is important that you carefully consider the information that you choose to share with
others.
To add background information to your public profile, while in the Profile page, click the Background
tab. The Background page appears as shown in Figure 3-20.
Figure 3-20
Background Page
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Background Information
These topics explain how to add, modify, and delete background information from your public profile:
•
Companies, page 3-19
•
Education, page 3-22
•
Related Links, page 3-25
•
Other Credentials and Areas of Expertise, page 3-29
Companies
After you initially log into Cisco Pulse, we recommend that you add information about the present and
past companies for which you have worked. You can add this information:
•
Position title
•
Company name
•
Start date of your employment
•
End date of your employment
You do not need to add the companies in any particular order. As you add each company, the system sorts
each listing with your present experience at the top of the list and each subsequent experience in order
by descending date.
After you add companies, you can modify and delete them. These topics explain how to perform these
tasks:
•
Adding Companies, page 3-19
•
Modifying Companies, page 3-20
•
Deleting Companies, page 3-21
Adding Companies
Procedure
To add present and past companies for which you have worked:
Step 1
In the Companies content area, click Add Company.
The Companies area expands as shown in Figure 3-21.
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Background Information
Figure 3-21
Sample Background Page—Adding a Company
Step 2
Enter your position title and the company name in their respective fields.
Step 3
For the start and end dates:
a.
From the respective drop-down lists, choose the month that your employment started or ended.
b.
Enter the respective year that your employment started or ended in the Year field.
c.
If you are specifying information for your present company, check the Present check box, which
dims the drop-down list and Year field for the End fields.
When you check the Present check box, the end date of your present work experience displays
“Present.”
Step 4
When the information you provided is complete and accurate, click Save.
Step 5
For each additional company that you want to add, repeat Step 1 through Step 4.
Related Topics
•
Modifying Companies, page 3-20
•
Deleting Companies, page 3-21
Modifying Companies
Procedure
To modify existing company information:
Step 1
Click Edit next to the entry that you want to modify.
The entry with modifiable fields displays as shown in Figure 3-22.
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Background Information
Figure 3-22
Sample Background Page—Modifying Company Information
Step 2
Modify the desired fields, making sure to retain information in any required fields.
Step 3
When the information you modified is complete and accurate, click Save.
Step 4
Repeat Step 1 through Step 3 for any additional companies that you want to modify.
Related Topics
•
Adding Companies, page 3-19
•
Deleting Companies, page 3-21
Deleting Companies
Procedure
To delete information for one or more companies for which you have worked:
Step 1
Click Delete next to the unwanted entry as shown in Figure 3-23.
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Background Information
Figure 3-23
Sample Background Page—Deleting Company Information
The system prompts you to verify the deletion.
Step 2
Click OK.
The system removes the entry.
Step 3
Repeat Step 1 and Step 2 for each additional entry that you want to delete.
Related Topics
•
Adding Companies, page 3-19
•
Modifying Companies, page 3-20
Education
After you initially log into Cisco Pulse, we recommend that you add information about your educational
experiences. You can add this information:
•
School
•
Degree received
•
Subject area of emphasis
The system places your educational experiences in descending order. That is, the experience you enter
first is placed at the top of the list, and each subsequent experience is placed below the previous
experience.
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Background Information
After you have added your educational experiences, you can modify and delete them. These topics
explain how to perform these tasks:
•
Adding Educational Experiences, page 3-23
•
Modifying Educational Experiences, page 3-24
•
Deleting Educational Experiences, page 3-24
Adding Educational Experiences
Procedure
To add one or more educational experiences:
Step 1
In the Education content area, click Add Institution.
The Education area expands as shown in Figure 3-24.
Figure 3-24
Sample Background Page—Adding Educational Experience
Step 2
In the School field, enter the name of the school that you attended.
Step 3
In the Degree field, optionally enter the degree that you received.
Step 4
In the Emphasis field, optionally enter your subject area of emphasis.
Step 5
When the information you provided is complete and accurate, click Save.
The system displays the new entry.
Step 6
Repeat Step 1 through Step 5 for other educational experiences that you want to add.
Related Topics
•
Modifying Educational Experiences, page 3-24
•
Deleting Educational Experiences, page 3-24
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Background Information
Modifying Educational Experiences
Procedure
To modify one or more educational experiences:
Step 1
In the Education content area, click Edit next to the entry that you want to modify.
The entry with modifiable fields displays as shown in Figure 3-25.
Figure 3-25
Sample Background Page—Modifying an Educational Experience
Step 2
Modify the desired fields, making sure to retain information in the required fields.
Step 3
When the information you modified is complete and accurate, click Save.
The system displays the modified entry.
Step 4
Repeat Step 1 through Step 3 for additional educational experiences that you want to modify.
Related Topics
•
Adding Educational Experiences, page 3-23
•
Deleting Educational Experiences, page 3-24
Deleting Educational Experiences
Procedure
To delete one or more educational experiences:
Step 1
In the Education content area, click Delete next to the unwanted entry as shown in Figure 3-26.
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Background Information
Figure 3-26
Sample Background Page—Deleting an Educational Experience
The system prompts you to verify the deletion.
Step 2
Click OK.
The system deletes the entry.
Step 3
Repeat Step 1 and Step 2 for each additional entry that you want to delete.
Related Topics
•
Adding Educational Experiences, page 3-23
•
Modifying Educational Experiences, page 3-24
Related Links
You can add links to personal websites such as social and professional networking websites, and personal
blogs.
You must enter each link in this format:
http://www.domain-name.com
A sample link is http://www.mypersonalblog.com.
The system places your links in ascending order. That is, the link you enter first is placed at the top of
the list, and each subsequent link is placed above the previous link.
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Background Information
After you add one or more links, you can modify or delete them as needed. These topics explain how to
perform these tasks:
•
Adding a Related Link, page 3-26
•
Modifying a Related Link, page 3-27
•
Deleting a Related Link, page 3-28
Adding a Related Link
Procedure
To add one or more related links:
Step 1
In the Related Links content area, click Add Related Links.
The Related Links area expands as shown in Figure 3-27.
Figure 3-27
Sample Background Page—Adding Related Links
Step 2
In the Name field, enter a title for the information that other users can access.
Step 3
In the Link field, enter the URL in this format:
http://www.domain-name.com
A sample link is http://www.mypersonalblog.com.
Step 4
When the information you provided is complete and accurate, click Save.
The system displays the new link.
Step 5
For each additional link you want to add, repeat Step 1 through Step 4.
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Background Information
Related Topics
•
Modifying a Related Link, page 3-27
•
Deleting a Related Link, page 3-28
Modifying a Related Link
Procedure
To modify one or more related links:
Step 1
In the Related Links content area, click Edit next to the link that you want to modify.
The link with modifiable fields displays as shown in Figure 3-28.
Figure 3-28
Sample Background Page—Modifying a Link
Step 2
Modify the desired fields, making sure to retain information in the required fields.
Step 3
When the information you modified is complete and accurate, click Save.
The system displays the modified link.
Step 4
Repeat Step 1 through Step 3 for additional links that you want to modify.
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Background Information
Related Topics
•
Adding a Related Link, page 3-26
•
Deleting a Related Link, page 3-28
Deleting a Related Link
Procedure
To delete one or more related links:
Step 1
In the Related Links content area, click Delete next to the unwanted link as shown in Figure 3-29.
Figure 3-29
Sample Background Page—Deleting a Link
The system prompts you to verify the deletion.
Step 2
Click OK.
The system removes the unwanted link.
Step 3
Repeat Step 1 and Step 2 for each additional link that you want to delete.
Related Topics
•
Adding a Related Link, page 3-26
•
Modifying a Related Link, page 3-27
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Background Information
Other Credentials and Areas of Expertise
The Other Credentials and Areas of Expertise content area provides an area where you can enter
additional background information about yourself in free-form text. In this area, you can provide
information such as credentials that you have earned, or discuss other areas of expertise or interest.
In this area, you can also enter profile keywords, which are terms that are not currently in the Pulse
Vocabulary and that you attach to yourself by adding them to your public profile. A profile keyword can
be a work-related term such as “collaboration” or a personal-interest term such as “cooking” or “hiking.”
Figure 3-30 shows a sample Other Credentials and Areas of Expertise content area.
Figure 3-30
Sample Background Page—Other Credentials and Areas of Expertise Content Area
The Other Credentials and Areas of Expertise content area has these characteristics, of which you should
be aware:
•
The content area can accept up to 1000 alphanumeric and special characters. Included in this count
are character spaces. Below the content area is a dynamic counter, which tracks and displays the
remaining number of characters and spaces that are available in the content area. If the maximum
character count is exceeded, the system displays an error message.
•
Although you can enter any special character in this content area, Cisco Pulse recognizes only these
special characters during a profile search:
– Plus sign (+)
– Hyphen (-)
– Pound sign (#)
– Forward slash (/)
– Ampersand (&)
– Asterisk (*)
– Period (.)
– At sign (@)
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My Tags
•
Any additions, modifications, or deletions that are made to this content area can take up to 24 hours
to propagate throughout Cisco Pulse. Therefore, these changes might not be available for a profile
search for up to 24 hours.
•
The Save button is not enabled until you place your cursor in the content area and make any
additions, deletions, or modifications.
After you add text to this content area, you can modify or delete it, then click Save to save your changes.
Related Topics
•
Companies, page 3-19
•
Education, page 3-22
•
Related Links, page 3-25
My Tags
From the Profile page, click the My Tags tab to access the Tag Status Overview page, which allows you
to view the Pulse tags attached to you by these sources:
•
Cisco Pulse—These tags have the status of Discovered.
•
Yourself—These tags are profile tags and have the status of In Profile.
You can also view any Pulse tags that you detached from yourself by changing the status of the tag to
Ignored.
From the Tag Status Overview page, you can click links to view your Pulse tags with the status of In
Profile, Discovered, and Ignored. From these pages, you can also change the status of your Pulse tags.
Figure 3-31 shows a sample My Tags page.
Figure 3-31
Sample My Tags Page—Tag Status Overview
For complete information on the elements of this and the In Profile, Discovered, and Ignored Tags pages
and how to change the status of a tag, see the “Changing Pulse Tag Status from My Tags Page” section
on page 4-17.
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Activities
Activities
A collaboration activity is an interaction between an expertise seeker and expertise provider(s) using one
of the Click-to-Collaborate features available in the Pulse Locator search results. For example, you
performed a search on the term “collaboration” and from the search results, used the Click-to-Call
feature to collaborate with an expertise provider over their corporate land line. Or, another Cisco Pulse
user searches on the term “documentation” and from the search results, invites you and a few other
expertise providers to a scheduled meeting to discuss that topic.
Cisco Pulse logs each collaboration activity initiated from the Pulse Locator search results except for
WebEx meetings in which the only participant is yourself.
From the Profile page, click the Activities tab to access the Activity Archive table, which allows you to
take these actions:
Note
•
View all collaboration activities initiated by you.
•
Provide or update feedback to expertise providers who participated in collaboration activities
initiated by you.
•
View anonymous comments from expertise seekers with whom you interacted in collaboration
activities initiated by them.
You can also view collaboration activity information in the Interaction gadget, which displays up to eight
activities that you initiated in the last 2 weeks and have not yet provided feedback on. For more
information, see the “Interaction Gadget” section on page 2-11
Figure 3-32 shows a sample Activity Archive table.
Figure 3-32
Sample Activity Archive Table
Table 3-3 describes the elements available in the Activity Archive table.
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Table 3-3
Elements
Activity Archive Elements
Description
View all collaboration activities mode
Filter drop-down list
By default, the table displays all collaboration activities initiated by you. To view anonymous
comments from expertise seekers with whom you interacted in collaboration activities initiated
by them, click the drop-down list and choose Feedback on me.
Row count
Displays the row numbers currently shown and the total number of rows for the table.
Number of rows per
page
To change the number of rows displayed in the page, use the drop-down arrow in the upper right
corner of the page as shown in Figure 3-32, then click Go.
Expert column
Displays one of these elements:
•
If one expertise provider participated in the collaboration activity, displays the name of the
expertise provider.
•
If more than one expertise provider participated, displays the partial or full name of the first
expertise provider, then the “and more” link. If you click this link, a pop-up window
displays the names of all expertise providers. To close the window, click the close icon.
Type column
Displays an icon for the Click-to-Collaborate method used for the collaboration activity. For a
mapping of displayed icons to the Click-to-Collaborate methods, see Table 5-3 on page 5-20.
Date/Time column
Displays the date and time at which you initiated the collaboration activity.
Pulse Tag(s) column
Displays the Pulse tag(s) for which you sought one or more expertise providers.
Feedback column
Displays either a Helpful? or star icon, which have these meanings:
•
Helpful? icon—Indicates that you have not provided feedback to the expertise provider(s)
who participated in the collaboration activity. To provide feedback, click this icon and in
the pop-up window that appears, take these actions:
– Provide anonymous comments of up to 500 characters to the expertise provider(s). The
500 characters can include character spaces and all special characters. The expertise
provider(s) can view your comments in their Activity Archive tables.
– Click the radio button to indicate the amount of time that the collaboration activity
saved you. When providing this feedback, consider the amount of time that you would
have spent on your own locating people with whom to collaborate on a particular topic
or researching the topic.
– Click Done or the close icon.
•
Star icon—Indicates that you have provided feedback to the expertise providers who
participated in the collaboration activity. To update your feedback, click the icon and make
the desired changes in the pop-up window. When you have finished with your updates,
click Done or the close icon.
Time Saved column
Displays the amount of time saved if you specified this feedback to the expertise provider(s)
who participated in the collaboration activity.
Comments column
Displays the comments if you specified this feedback to the expertise provider(s) who
participated in the collaboration activity. If your input includes blocks of contiguous empty
character spaces, the system removes the spaces to compress the comment in the limited room
for this column.
View feedback mode—While in this mode, the table displays the same columns and information as in view-all-activities mode
with these exceptions.
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Table 3-3
Elements
Activity Archive Elements (continued)
Description
Expert column
Displays your name.
Feedback column
Indicates that the expertise seeker who initiated the collaboration activity has provided
feedback to the expertise providers, which includes you.
Page control buttons
Displays the current page and the total number of pages for the table. To move through the
pages, click the first and last page buttons or the previous or next page buttons in the bottom
right corner of the page as shown in Figure 3-32.
Resizable columns
To change the width of a column, place your cursor over a column border. After your cursor
changes to a bidirectional arrow, left-click on the border, then drag it to increase or decrease
the width of the column.
Note
The system retains any column changes during your present session only. If you end
your session by going to another page then returning to the Activity Archive table, the
columns in the Activity Archive table return to their default state.
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4
Managing Tags
A tag is a term that is attached to a user, video, or document. Tags enable Cisco Pulse to perform these
tasks:
Note
•
Identify users who have recent experience with a term, or relevant videos and documents in which
the term is discovered.
•
Rate each entity against other similar entities in a Pulse Locator search.
Although a tag can be attached to a user, video, or document, this topic focuses on tags that are attached
to users.
This topic describes these aspects of tags:
•
Understanding Tags, page 4-1
•
Viewing Tags, page 4-5
•
Managing Tags, page 4-9
•
Finding Expertise and Related Information, page 4-22
Understanding Tags
These topics provide more information on the tags implemented by Cisco Pulse:
•
Pulse Tags, page 4-1
•
Profile Tags, page 4-2
•
Profile Keywords, page 4-3
•
Understanding How Tags Factor Into Pulse Locator Search Results, page 4-3
•
Supported Special Characters, page 4-4
Pulse Tags
A Pulse tag is a term in the Pulse Vocabulary that Cisco Pulse discovers in content shared across the
network, attaches to one or more users, then stores in the Pulse Index.
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Understanding Tags
Tip
If you use Microsoft Outlook 2003 or 2007 as your email application, you can ensure that Cisco Pulse
tags your emails by disabling encryption in Microsoft Outlook, then restarting the application.
The Tag Navigator gadget in the Home page presents Pulse tags in these views:
Note
•
All Top Tags—A summary of the top 20 most popular Pulse tags discovered in content shared by all
users across the network in a specified timeframe.
•
My Top Tags—A summary of the top 20 most popular Pulse tags discovered in content you shared
across the network in a specified timeframe.
My Top Tags also displays profile tags that you added to your public profile in a specified timeframe.
You can add any of the Pulse tags that appear in My Top Tags or All Top Tags to your public profile,
thereby creating a profile tag. For more information on the implications of creating a profile tag, see the
“Profile Tags” section on page 4-2.
Related Topics
•
Profile Tags, page 4-2
•
Profile Keywords, page 4-3
•
Understanding How Tags Factor Into Pulse Locator Search Results, page 4-3
•
Supported Special Characters, page 4-4
Profile Tags
A profile tag is a term in the Pulse Vocabulary that you attach to yourself by adding a tag to your public
profile. You can add a tag to your profile by taking one of these actions:
•
Entering the associated term in the Add a Pulse Tag to My Profile interface in the Summary tab of
the Profile page.
•
Left-clicking the associated term in My Top Tags or All Top Tags, and from the menu that appears,
choosing Add Pulse Tag to my Profile.
•
Left-clicking the Pulse tag in the Discovered or Ignored Tags tables in My Tags page and from the
menu that appears, choosing Add Pulse Tag to my Profile.
For more information, see the “Adding a Profile Tag” section on page 4-9.
After adding a tag to your profile, you can view the tag in these locations:
•
The Most Recent Profile Tags content area, which appears in these locations:
– Profile gadget in the Home page.
– Profile page.
– Full and mini public profiles, which you can access from the Pulse Locator search results page.
•
My Top Tags in the Tag Navigator gadget in the Home page.
•
The In Profile Tags table in My Tags page.
When this tag is present in your public profile, Cisco Pulse detects it during a Pulse Locator search for
the associated term and users who view your public profile can note that you have experience with or
interest in the term.
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Understanding Tags
Related Topics
•
Pulse Tags, page 4-1
•
Profile Keywords, page 4-3
•
Understanding How Tags Factor Into Pulse Locator Search Results, page 4-3
•
Supported Special Characters, page 4-4
Profile Keywords
A profile keyword is a term that is not currently in the Pulse Vocabulary and that you attach to yourself
by adding it to your profile. A profile keyword can be a work-related term such as “collaboration” or a
personal-interest term such as “cooking” or “hiking.”
You can create a profile keyword by entering a term in the Add a Pulse Tag to My Profile interface in the
Summary tab of the Profile page.
If the term is not in the Pulse Vocabulary, Cisco Pulse prompts you to take one of these actions:
•
Add the term as a profile keyword to the Other Credentials and Areas of Expertise content area in
the Background tab of the Profile page.
Suggest the term for inclusion in the Pulse Vocabulary using the Pulse Dictionary. The term that you
suggest must adhere to rules described in the ““User-Suggested Terms and Synonyms” section on
page 6-2. Your suggestion is subject to the approval of the business administrator.
•
You can also create a profile keyword by adding it at any time to the Other Credentials and Areas of
Expertise content area in the Background tab of the Profile page. For more information, see Other
Credentials and Areas of Expertise, page 3-29.
When this keyword is present in your Other Credentials and Areas of Expertise content area, Cisco Pulse
can detect it during a Pulse Locator search of public profiles for the associated term. Also, other users
can view it in your full public profile, which can be accessed from the Pulse Locator search results.
Profile keywords do not appear in My Top Tags or All Top Tags.
Related Topics
•
Pulse Tags, page 4-1
•
Profile Tags, page 4-2
•
Understanding How Tags Factor Into Pulse Locator Search Results, page 4-3
•
Supported Special Characters, page 4-4
Understanding How Tags Factor Into Pulse Locator Search Results
When you perform a Pulse Locator search on a term, Cisco Pulse searches the Pulse Index for users who
are identified through Pulse tags and analysis, and public profiles for users with self-declared profile tags
and keywords. Cisco Pulse gives a higher rating to users found in the Pulse Index search than to users
found in the profile search and presents them accordingly in the search results.
Tip
If you use Microsoft Outlook 2003 or 2007 as your email application, you can ensure that Cisco Pulse
tags your emails by disabling encryption in Microsoft Outlook, then restarting the application.
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Understanding Tags
If a term is attached to you by both Cisco Pulse (Pulse tag) and yourself (profile tag), your Pulse Locator
rating for a search on the associated term is based on the Pulse tag.
Related Topics
•
Pulse Tags, page 4-1
•
Profile Tags, page 4-2
•
Profile Keywords, page 4-3
•
Supported Special Characters, page 4-4
Supported Special Characters
Table 4-1 outlines the special characters that Cisco Pulse supports when tagging Pulse Vocabulary terms
in content shared across the network. Table 4-2 outlines a few more supported special characters that
require additional explanation.
Table 4-1
Supported Special Characters
Special
Character
Description
Example of What Cisco
Pulse Tags
+
Plus sign
C++
+2
-
Hyphen
Minus sign
slow-moving vehicle
-2
#
Pound sign
Sharp
5#
C#
/
Forward slash
TCP/IP
/AB
&
Ampersand
R&D
*
Asterisk
*.xml
a*
Cisco Pulse tags Pulse Vocabulary terms that contain the special characters shown in Table 4-2 at the
beginning or middle of the term. It does not tag terms with these special characters at the end of the term.
Table 4-2 provides examples of terms containing the special characters that Cisco does and does not tag.
Table 4-2
Additional Supported Special Characters
Special
Character Description
Examples of What Cisco
Pulse Tags
Examples of What Cisco
Pulse Does Not Tag
.
Period
Dot
A.B
.25
Cisco.com
End of sentence.
M. P. L. S.
@
At sign
[email protected]
@work
myname@
a@
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Viewing Tags
Related Topics
•
Pulse Tags, page 4-1
•
Profile Tags, page 4-2
•
Profile Keywords, page 4-3
•
Understanding How Tags Factor Into Pulse Locator Search Results, page 4-3
Viewing Tags
This topic explains how you can view your Pulse tags.
•
Viewing Tags in the Tag Navigator Gadget, page 4-5
•
Viewing the Status of Your Pulse Tags, page 4-7
•
Viewing Tag Details, page 4-7
Viewing Tags in the Tag Navigator Gadget
The Tag Navigator gadget, which appears in your Home page, is a means through which Cisco Pulse can
display these views of your Pulse tags:
•
All Top Tags—A summary of the top 20 most popular Pulse tags found in content shared by all users
across the network in a specified timeframe.
•
My Top Tags—A summary of the top 20 most popular Pulse tags found in content you shared across
the network and profile tags that you added to your public profile in a specified timeframe.
For more information on tag clouds, see the “Understanding Conventions Used in the Tag Clouds”
section on page 4-7. Figure 4-1 shows a sample Tag Navigator gadget.
Figure 4-1
Sample Tag Navigator Gadget—Viewing Tags
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Table 4-3 describes the elements of the Tag Navigator views.
Table 4-3
Tag Navigator Gadget Elements
Elements
Description
View drop-down list
By default, the Tag Navigator displays All Top Tags. To specify that the Tag
Navigator displays My Top Tags instead, from the View drop-down list, choose
My Top Tags.
Timeframe
drop-down list
By default, the Tag Navigator displays a summary of tags discovered in the past
day (from the present time, rounded off to the previous hour, to 24 hours
earlier). For example, if you view the Tag Navigator at 2:45 pm, the displayed
tags are from 2 pm today to 2 pm yesterday. To change this timeframe, from
the Timeframe drop-down list, choose one of these options:
•
Past Week—From the present time, rounded off to the previous hour, to 1
week earlier.
•
Past Month—From the present time, rounded off to the previous hour, to
30 days earlier.
•
Past 3 Months—From the present time, rounded off to the previous hour,
to 90 days earlier.
•
Past 6 Months—From the present time, rounded off to the previous hour,
to 180 days earlier.
Note
Content area
If you request data for a longer timeframe than Cisco Pulse has been
running or a user has been part of Cisco Pulse, the system displays all
of the data it has for that timeframe. For example, if Cisco Pulse has
been running for 4 months and you request data for the past 6 months,
Cisco Pulse displays data for the 4 months.
Displays one of these views as determined by the View drop-down list:
•
All Top Tags
•
My Top Tags
Left-click a tag to perform these tasks:
•
View the synonyms associated with the term. For more information, see
the “Viewing Tag Details” section on page 4-7.
•
Perform a Pulse Locator search on the term to find people with experience
with the term and related documents and videos. For more information, see
the “Finding Expertise and Related Information” section on page 4-22.
•
Change the status of the tag. For example, you can change the status of a
Pulse tag from Discovered to In Profile or Ignored. For more information,
see the “Changing Tag Status from the Tag Navigator Gadget” section on
page 4-16.
Related Topics
•
Viewing Tag Details, page 4-7
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Viewing Tags
Understanding Conventions Used in the Tag Clouds
The tags that appear in My Top Tags or All Top Tags use these conventions:
•
The larger the tag appears, the greater the amount of activity with the tag during the specified
timeframe.
•
Hovering your cursor over a tag highlights it. This feature is useful in distinguishing one-word tags
from multiple-word tags.
•
My Top Tags and All Top Tags display tags that are normalized, which means Cisco Pulse reduces
each term in the Pulse Vocabulary, along with its synonyms, to one term that represents all term
variations. Cisco Pulse uses the root term, or the term that is defined in the Term column of the Pulse
Vocabulary, as the normalized term. For example, the Pulse Vocabulary includes the root term
“Cisco Unified Communications Manager” along with its synonyms “Unified CM” and “UCM.” If
Cisco Pulse discovers “Unified CM” and “UCM” in a few of your recently sent emails, My Top Tags
displays the root term “Cisco Unified Communications Manager.
Related Topics
•
Viewing Tags in the Tag Navigator Gadget, page 4-5
Viewing the Status of Your Pulse Tags
For complete information on viewing the status your Pulse tags, as well as changing their status, see the
“Changing Pulse Tag Status from My Tags Page” section on page 4-17.
Viewing Tag Details
You can display related terms for a tag from these locations:
•
My Top Tags or All Top Tags in the Tag Navigator gadget in the Home page.
•
Most Recent Profile Tags content area in these locations:
– Profile gadget in the Home page.
– Profile page.
– Full public profiles, which you can access from the Pulse Locator search results page.
•
The In Profile, Discovered, and Ignored Tags tables in My Tags page.
The Pulse Dictionary displays the root term and any synonyms defined for a term in the Pulse Vocabulary
and allows you to suggest up to five synonyms for that term. The synonyms that you suggest must adhere
to rules described in the “User-Suggested Terms and Synonyms” section on page 6-2.
Suggested synonyms are subject to the approval of the business administrator.
Procedure
To view tag details:
Step 1
In any of the locations described in this topic, left-click on a tag and from the menu that appears, choose
View Pulse Tag Details.
Figure 4-2 shows how to view tag details from a sample My Top Tags.
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Figure 4-2
Sample My Top Tags—Selecting View Pulse Tag Details
The Pulse Dictionary appears, displaying the root term and the synonyms defined for a term as shown in
Figure 4-3.
Figure 4-3
Step 2
Sample My Top Tags—Displaying Related Terms
You can optionally suggest up to five synonyms separated by a comma (,), then click Submit.
The synonyms that you suggest must adhere to rules described in the ““User-Suggested Terms and
Synonyms” section on page 6-2.
Step 3
When you are finished, click Close.
Related Topics
•
Viewing Tags in the Tag Navigator Gadget, page 4-5
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Managing Tags
Managing Tags
This topic describes features that enable you to manage your Pulse tags.
•
Adding a Profile Tag, page 4-9
•
Changing the Status of Pulse Tags, page 4-14
Adding a Profile Tag
You can add tags to your public profile from these locations:
•
Adding a Profile Tag From the Tag Navigator, page 4-9
•
Adding a Pulse Tag or Profile Keyword from the Profile Page, page 4-10
•
Adding a Profile Tag From My Tags Page, page 4-13
Adding a Profile Tag From the Tag Navigator
You can add a Pulse tag displayed in My Top Tags or All Top Tags in the Tag Navigator gadget to your
public profile. By taking this action, you declare to other users that you have experience with or interest
in the term and are open to collaborating with them about this term.
Procedure
To add a tag to your public profile:
Step 1
In My Top Tags or All Top Tags in the Tag Navigator gadget, left-click on a tag and from the menu that
appears, choose Add Pulse Tag to my Profile.
Figure 4-4 shows how to add a tag to a profile from My Top Tags.
Figure 4-4
Sample My Top Tags—Adding Pulse Tag to Profile
The Tag Navigator gadget updates with a message that verifies that the tag was added to your profile as
shown in Figure 4-5.
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Figure 4-5
Step 2
Sample My Top Tags—Verifying Tag Was Added to Profile
Check the Most Recent Profile Tags content area in the Profile gadget, where you should see the new
profile tag as shown in Figure 4-5.
Related Topics
•
Adding a Pulse Tag or Profile Keyword from the Profile Page, page 4-10
•
Adding a Profile Tag From My Tags Page, page 4-13
Adding a Pulse Tag or Profile Keyword from the Profile Page
In the Add a Pulse Tag to My Profile interface in the Summary tab of the Profile page, you can specify
a term that you want to attach to yourself. You can specify a work-related term such as “collaboration”
or a personal-interest term such as “cooking” or “hiking.”
The actions taken by Cisco Pulse depend on whether or not the term is currently in the Pulse Vocabulary.
These are possible scenarios:
•
If the term is currently in the Pulse Vocabulary, Cisco Pulse creates a profile tag and adds the tag to
the Most Recent Profile Tags content area, which appears in these locations:
– Profile gadget in the Home page.
– Full and mini public profiles, which other users can access from the Pulse Locator search results
page.
– Profile page.
When this tag is present in your public profile, Cisco Pulse can detect it during a Pulse Locator
search of profiles for the associated term, and users who view your public profile can note that you
have experience with or interest in the term.
Note
After you create a profile tag, it can take up to 24 hours for the tag to be associated with you.
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•
If the term is not currently in the Pulse Vocabulary, Cisco Pulse allows you to choose one of these
options:
– You can add the term as a profile keyword to the Other Credentials and Areas of Expertise
content area in the Background tab of the Profile page.
By taking this action, Cisco Pulse can detect the keyword during a Pulse Locator search of
profiles for the associated term, and users who view your public profile can note that you have
experience with or interest in the term.
Note
After you create a profile keyword, it can take up to 24 hours for the keyword to be available for
a Pulse Locator search of profiles.
– You can suggest the term for inclusion in the Pulse Vocabulary. Your suggestion is subject to
the approval of the business administrator.
Note
If your suggested term is approved by the business administrator, you can then add the Pulse tag
to your public profile.
Procedure
To add a Pulse tag or profile keyword to your public profile:
Step 1
In the Add a Pulse Tag to My Profile interface, enter a term, then click Add.
You can specify a maximum of 64 upper- or lower-case alphanumeric characters, and a maximum of
8 words.
If Cisco Pulse finds the term in the Pulse Vocabulary, it adds the associated tag to your public profile,
and no further action is required.
If Cisco Pulse does not find the term in the Pulse Vocabulary, it prompts you to add the term as a profile
keyword to the Other Credentials and Areas of Expertise content area or suggest the term for inclusion
in the Pulse Vocabulary as shown Figure 4-6.
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Figure 4-6
Step 2
Sample Profile Page—Adding a Term that Is Not in Pulse Vocabulary
To add the term as a profile keyword, perform these substeps:
a.
Click the associated link, which is shown in Figure 4-6.
The Background tab of the Profile page appears.
b.
In the Other Credentials and Areas of Expertise content area, enter the profile keyword, then click
Save as shown in Figure 4-7.
Figure 4-7
Sample Other Credentials and Areas of Expertise Content Area—Adding a Profile
Keyword
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Step 3
To suggest the term for inclusion in the Pulse Vocabulary, perform these substeps:
a.
Click the associated link, which is shown in Figure 4-6.
The term that you suggest must adhere to rules described in the ““User-Suggested Terms and
Synonyms” section on page 6-2.
The Pulse Dictionary - New Term dialog box appears, prompting you to add related terms (see
Figure 4-8).
Figure 4-8
b.
Pulse Dictionary Dialog Box
In the Related Terms field, enter up to five synonyms, each separated by a comma (,), then click
Submit.
The synonyms that you suggest must adhere to rules described in the ““User-Suggested Terms and
Synonyms” section on page 6-2.
Your suggestions are subject to the approval of the business administrator, who manages the Pulse
Vocabulary. If the administrator approves your term, it is added to the vocabulary, and Cisco Pulse
starts to attach users to it.
c.
To close the dialog box, click either the Close icon (X) in the upper right corner or the Close link.
Related Topics
•
Adding a Profile Tag From the Tag Navigator, page 4-9
•
Adding a Profile Tag From My Tags Page, page 4-13
Adding a Profile Tag From My Tags Page
My Tags page allows you to view the Pulse tags attached to you by these sources:
•
Cisco Pulse—These tags have the status of Discovered.
•
Yourself—These tags are profile tags and have the status of In Profile.
You can also view any Pulse tags that you detached from yourself by changing the status of the tag to
Ignored.
From My Tags page, you can also change the status of your Pulse tags with the status of Discovered or
Ignored to In Profile. By taking this action, you are adding a profile tag to your public profile. For
complete information on My Tags page and changing the status of your Pulse tags, see the “Changing
Pulse Tag Status from My Tags Page” section on page 4-17.
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Managing Tags
Related Topics
•
Adding a Profile Tag From the Tag Navigator, page 4-9
•
Adding a Pulse Tag or Profile Keyword from the Profile Page, page 4-10
Changing the Status of Pulse Tags
These topics discuss the status of your Pulse tags and how you can change the status from these
locations:
•
Understanding the Pulse Tag Statuses, page 4-14
•
Changing Pulse Tag Status from the Most Recent Profile Tags Content Area, page 4-15
•
Changing Tag Status from the Tag Navigator Gadget, page 4-16
•
Changing Pulse Tag Status from My Tags Page, page 4-17
Understanding the Pulse Tag Statuses
Each Pulse tag that appears in My Top Tags and All Top Tags of the Tag Navigator has a status assigned
to it. Table 4-4 outlines each tag status and its characteristics.
Table 4-4
Pulse Tag Statuses
Tag
Appears in
Your Public
Profile?
Tag Appears
in Your Tag
Navigator?
You Are Potential Expertise
Provider In Pulse Locator
Search Results?
Yes
Yes
No
Yes
Yes
You detached this Pulse tag No
from yourself by changing
the status to Ignored.
No
No. Changing the status of a
Pulse tag to ignored prevents
Cisco Pulse from tagging this
term in content you share
across the network and from
being identified as a potential
expertise provider in Pulse
Locator search results.
Tag Status
Description
In Profile
You attached this Pulse tag Yes
to yourself by adding it to
your public profile. This tag
is also known as a profile
tag.
Discovered Cisco Pulse discovered this
Pulse tag in content you
shared across the network.
Ignored
By performing certain tasks, you inherently change the status of a tag. For example, if you add a Pulse
tag from My Top Tags to your public profile, you change the status of the tag from Discovered to In
Profile. Alternatively, if you add a Pulse tag to your public profile using the Add a Pulse Tag to My
Profile interface in the Summary tab of the Profile page, the tag is automatically assigned the In Profile
status.
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At any time, you can change the status of a Pulse tag from these locations:
•
The Most Recent Profile Tags content area, which appears in these locations:
– Profile gadget in the Home page.
– Profile page.
•
My Top Tags and All Top Tags in the Tag Navigator gadget in the Home page.
•
My Tags page.
Related Topics
•
Changing Pulse Tag Status from the Most Recent Profile Tags Content Area, page 4-15
•
Changing Tag Status from the Tag Navigator Gadget, page 4-16
•
Changing Pulse Tag Status from My Tags Page, page 4-17
Changing Pulse Tag Status from the Most Recent Profile Tags Content Area
You can take these actions on the Pulse tags in the Most Recent Profile Tags content area in the Profile
gadget in the Home and the Profile page:
•
Remove the tag from your public profile
•
Ignore the tag
By removing the tag from your public profile, you are changing the status of the tag from In Profile to
Discovered. Other users can no longer see this tag in your public profile, and the Pulse Locator can no
longer detect this tag during a profile search for the associated term.
By ignoring the tag, you are changing the status from In Profile to Ignored. Other users can no longer
see this tag in your public profile, the tag no longer appears in My Top Tags in your Tag Navigator, and
Cisco Pulse no longer tags this term in content you share across the network.
Procedure
To change the status of a Pulse tag with the current status of In Profile:
Step 1
In the Most Recent Profile Tags content area, left-click a tag and from the menu that appears, choose
either Remove Pulse Tag from my Profile or Ignore Pulse Tag.
Figure 4-9 shows a sample Most Recent Profile Tags content area in the Profile gadget of the Home page,
from which the Remove Pulse Tag from my Profile option is selected.
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Figure 4-9
Sample Most Recent Profile Tags—Changing the Tag Status
A message displays, indicating whether or not the action was successfully taken. The system removes
the tag from the Most Recent Profile Tags area.
Related Topics
•
Understanding the Pulse Tag Statuses, page 4-14
•
Changing Tag Status from the Tag Navigator Gadget, page 4-16
•
Changing Pulse Tag Status from My Tags Page, page 4-17
Changing Tag Status from the Tag Navigator Gadget
You can change the status of Pulse tags in All Top Tags, and Pulse and profile tags in My Top Tags. You
can access both tag clouds in the Tag Navigator gadget of the Home page.
Cisco Pulse senses the current status of each tag in the Tag Navigator, and if you left-click on the tag, a
menu displays the appropriate options. For example, a Pulse tag in My Top Tags might have the
Discovered status, and the available options are Add Pulse Tag to my Profile and Ignore Pulse Tag.
By choosing the Add Pulse Tag to my Profile option, you are changing the status of the tag from
Discovered to In Profile, which means that the tag is added to your public profile where other users can
view it. Also, the Pulse Locator can detect it during a profile search for the associated term.
By choosing the Ignore Pulse Tag option, you are changing the status of the tag from Discovered to
Ignored, which means that the tag no longer appears in My Top Tags and All Top Tags. Also, Cisco Pulse
can no longer tag the term in content you share across the network.
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Procedure
To change the status of a tag from the Tag Navigator gadget:
Step 1
In My Top Tags or All Top Tags, left-click a tag and from the menu that appears, choose the desired
option.
Figure 4-10 shows a sample My Top Tags in the Tag Navigator gadget of the Home page, from which a
tag is added to the public profile of the user, thereby changing the status from Discovered to In Profile.
Figure 4-10
Sample My Top Tags—Changing the Tag Status
A message displays, indicating whether or not the action was successfully taken. The system adds the
tag to the Most Recent Profile Tags area.
Related Topics
•
Understanding the Pulse Tag Statuses, page 4-14
•
Changing Pulse Tag Status from the Most Recent Profile Tags Content Area, page 4-15
•
Changing Pulse Tag Status from My Tags Page, page 4-17
Changing Pulse Tag Status from My Tags Page
My Tags page allows you to view the Pulse tags attached to you by these sources:
•
Cisco Pulse—These tags have the status of Discovered.
•
Yourself—These tags are profile tags and have the status of In Profile.
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You can also view any Pulse tags that you detached from yourself by changing the status of the tag to
Ignored.
You can access My Tags page from these locations:
•
From the Most Recent Profile Tags content area in the Profile gadget in the Home page, click View
All My Tags.
•
From the Most Recent Profile Tags content area in the Summary tab of the Profile page, click View
All Tags.
•
From the Summary or Background tabs of the Profile page, click the My Tags tab.
The Tag Status Overview appears as shown in Figure 4-11.
Figure 4-11
Sample My Tags Page—Tag Status Overview
From the Tag Status Overview page, you can click links to view your Pulse tags with the status of In
Profile, Discovered, and Ignored as shown in Figure 4-12, Figure 4-13, and Figure 4-14, respectively.
From these pages, you can also change the status of your Pulse tags.
Figure 4-12
Sample My Tags Page—Pulse Tags With In Profile Status
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Figure 4-13
Sample My Tags Page—Pulse Tags With Discovered Status
Figure 4-14
Sample My Tags Page—Pulse Tags With Ignored Status
Table 4-5 describes the elements of each My Tags page.
Table 4-5
My Tags Page Elements
Elements
Description
Tag Status Overview
In Profile link (number)
Displays the current number of Pulse tags with the status of In
Profile. Click the In Profile link to view and change the status
of these Pulse tags.
Discovered link (number)
Displays the current number of Pulse tags with the status of
Discovered. Click the Discovered link to view and change the
status of these Pulse tags.
Ignored link (number)
Displays the current number of Pulse tags with the status of
Ignored. Click the Ignored link to view and change the status
of these Pulse tags.
Pulse Tags with Status of In Profile, Discovered, and Ignored
Tag Status Overview link
Click this link to return to the Tag Status Overview.
Row count
Displays the number of rows currently shown and the total
number of rows for the table.
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Table 4-5
My Tags Page Elements (continued)
Elements
Description
Number of rows per table
By default, the system displays 10 rows for each page. To
change the display to 20, 50, or 100 rows, use the drop-down
arrow, then click Go.
Status definition
Displays a definition of the In Profile, Discovered, and
Ignored statuses.
Search field
To narrow the list to tags that are comprised of a particular
string, enter the string in the search field, then click the
magnifying glass icon.
To return to the list in its entirety, remove the string specified
for your previous search, then click the magnifying glass icon.
Pulse Tags column
Display Status column
Displays the Pulse tags with the current status of In Profile,
Discovered, or Ignored. You can left-click on a tag to perform
these tasks:
•
View the synonyms currently associated with the term.
For more information, see the “Viewing Tag Details”
section on page 4-7.
•
Perform a Pulse Locator search on the term to find people
with experience and related documents and videos. For
more information, see the “Finding Expertise and Related
Information” section on page 4-22.
•
Change the status of the Pulse tag to In Profile,
Discovered, or Ignored. This topic describes how to
perform this task.
Displays the status currently assigned to a tag. These are the
valid values:
•
In Profile
•
Discovered
•
Ignored
Date Added column
Displays the date that the status of the Pulse tag last changed.
Page count
Displays the page number currently showing and the total
number of pages for the table.
Paging buttons
To move through the pages, click the first and last page buttons
or the previous or next page buttons as desired.
Procedure
To change the status of one or more Pulse tags from My Tags page:
Step 1
Access My Tags page from one of the locations described in this topic.
The Tag Status Overview appears as shown in Figure 4-15.
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Managing Tags
Figure 4-15
Step 2
Sample My Tags Page—Tag Status Overview
Click the In Profile, Discovered, or Ignored link to access the Pulse tags with the desired status.
For example, if you clicked the Discovered link, the Pulse tags with the Discovered status appear as
shown in Figure 4-16.
Figure 4-16
Step 3
Sample My Tags Page—Pulse Tags With Discovered Status
If your list of tags is lengthy, use these features to find a particular tag:
a.
To increase the number of rows displayed on the page, use the drop-down arrow in the upper right
corner of the page, then click Go.
b.
To move through the pages, click the first and last page buttons or the previous or next page buttons
in the bottom right corner of the page.
c.
To narrow the list down to one tag, or all tags that contain particular string, enter the string in the
search field in the upper right corner of the page, then click the magnifying glass icon.
To return to the list in its entirety, remove the string that you specified in your previous search, then
click the magnifying glass icon.
Step 4
After you have located the desired tag, left-click the tag in the Pulse Tags column.
From the menu that appears, choose the desired option. For example, if you want to add the tag to your
public profile, click Add Pulse Tag to my Profile as shown in Figure 4-17.
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Figure 4-17
Sample My Tags Page—Changing Status to In Profile
The status bar at the bottom of the table displays the status of the change. For example, if you changed
the status of a tag from Discovered to In Profile, the tag is moved from the Discovered Tags page to the
In Profile Tags page.
Step 5
Repeat Step 2 through Step 4 for each tag status that you want to update.
Related Topics
•
Understanding the Pulse Tag Statuses, page 4-14
•
Changing Pulse Tag Status from the Most Recent Profile Tags Content Area, page 4-15
•
Changing Tag Status from the Tag Navigator Gadget, page 4-16
Finding Expertise and Related Information
For any tag in these locations, you can search for expertise providers and related information, which
includes videos and documents:
•
My Top Tags or All Top Tags in the Tag Navigator gadget in your Home page.
•
Most Recent Profile Tags content area, which appears in these locations:
– Profile gadget in the Home page.
– Profile page.
– Full public profiles, which you can access from the Pulse Locator search results page.
•
The In Profile, Discovered, and Ignored Tags tables in My Tags page.
When you perform a search on a specified tag, Cisco Pulse also locates the associated term in the
Pulse Vocabulary. It allows you to view the synonyms associated with the term in the Pulse
Dictionary and suggest up to five synonyms for that term. The synonyms that you suggest must
adhere to rules described in the “User-Suggested Terms and Synonyms” section on page 6-2.
Suggested synonyms are subject to the approval of the business administrator.
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Procedure
To find expertise providers and related information for a tag:
Step 1
In one of the locations described in this topic, left-click a tag and from the menu that appears, choose
Find Expertise and Related Information.
Figure 4-18 shows how to search for expertise providers and related information from a sample Profile
page.
Figure 4-18
Sample Profile Page—Selecting Find Expertise and Related Information
The Pulse Locator search results page appears with a summary immediately below the Pulse Locator
search interface as shown in Figure 4-19.
Figure 4-19
Sample Search Results Page—Displaying Summary and Search Results
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Step 2
To view synonyms defined for the associated term, perform these substeps:
a.
Click the tag link in the search results summary as shown in Figure 4-20.
Figure 4-20
Sample Search Results Page—Clicking the Tag Link
The Pulse Dictionary – Existing Term dialog box appears, displaying the root term and the
synonyms defined for the term as shown in Figure 4-21.
Figure 4-21
b.
Sample Search Results Page—Viewing the Pulse Dictionary
You can optionally suggest up to five synonyms separated by a comma (,), then click Save.
The synonyms that you suggest must adhere to rules described in the ““User-Suggested Terms and
Synonyms” section on page 6-2.
c.
Step 3
When you are finished, click Close.
For complete information on understanding and taking action with your search results, see the
“Understanding the Search Results” section on page 5-6.
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5
Locating Experience and Related Information
The Pulse Locator is a search engine that enables you to search for these resources:
•
People with experience with a specified term.
•
Related information, which includes documents and videos.
To use this feature, you perform these steps:
1.
Enter a single- or multiple-word term in the Pulse Locator search interface, which is located on all
pages of the Cisco Pulse graphical user interface (GUI).
Pulse Locator delivers a list of the expertise providers with recent experience with the term, and
related documents and videos.
2.
If desired, refine your people search results using filters. Some examples of filters include corporate
organizational roles and locations.
3.
Use Click-to-Collaborate, which enables you to click an icon in the full or mini profile of the
expertise providers to quickly contact them using their preferred contact method, or schedule a
meeting, which allows you to set up a Microsoft Outlook meeting with selected expertise providers
who appear in the Pulse Locator search results.
4.
View the related videos and documents.
These topics provide details about using the Pulse Locator and understanding the results:
•
Understanding the Pulse Locator Search Parameters, page 5-1
•
How the Pulse Locator Interacts With the Pulse Vocabulary, page 5-2
•
Performing the Pulse Locator Search, page 5-3
•
Understanding the Search Results, page 5-6
Understanding the Pulse Locator Search Parameters
To initiate a search, you can enter a maximum of 32 words composed of these characters in the Pulse
Locator search interface, which is located on all pages of the Cisco Pulse GUI:
•
Upper- or lower-case alphanumeric characters
•
Character spaces
•
Special characters:
– Ampersand (&)
– Hyphen (-)
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– Plus sign (+)
– Pound sign (#)
– Forward slash (/)
– Asterisk (*)
– Period (.)
– At sign (@)
The searches are case-insensitive, which means the Pulse Locator attempts to match the term you entered
in upper-case letters, lower-case letters, or a mix of both.
In general, the more specific you make your search entry, the better your search results are. For example,
entering
network collaboration
returns better results than entering just
network
How the Pulse Locator Interacts With the Pulse Vocabulary
This topic describes these Pulse Locator interactions with the Pulse Vocabulary:
•
Understanding Term Groupings, page 5-2
•
Suggesting New Terms and Synonyms, page 5-3
Understanding Term Groupings
The Pulse Vocabulary contains terms on which users can search and find people with experience, as well
as related documents and videos. A term grouping is a term in the Pulse Vocabulary and its associated
synonyms. This is a sample term grouping:
•
Term: Cisco Unified Communications Manager
•
Synonyms: Unified CM and UCM
When a user enters a term in the Pulse Locator search interface, the Pulse Locator first searches for the
term in the Pulse Vocabulary. If it finds an exact match, it expands the search to include all terms in the
term grouping. For example, if a user enters “UCM,” Pulse Locator expands the search to also include
“Cisco Unified Communications Manager” and “Unified CM.” The Pulse Locator searches the Pulse
Index for “UCM,” “Cisco Unified Communications Manager,” and “Unified CM” and displays the
results (users, videos, and documents) for all of these terms.
However, if a user searches for a term and Pulse Locator does not find an exact match in the Pulse
Vocabulary, Pulse Locator interprets the search input based on what literally appears in the Pulse
Vocabulary. For example, if a user searches for “Communications Manager,” Pulse Locator would not
return any search results because the Pulse Vocabulary does not include that literal term (although it
includes Cisco Unified Communications Manager).
Related Topics
•
Suggesting New Terms and Synonyms, page 5-3
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Suggesting New Terms and Synonyms
When you perform a search on a term, Pulse Locator checks all terms and synonyms in the Pulse
Vocabulary for an exact match with the term. These possible scenarios can arise:
•
If Pulse Locator does not find an exact match, it declares that the term is new and prompts you to
add it to the Pulse Dictionary.
The Pulse Dictionary enables you to suggest a term for inclusion in the Pulse Vocabulary along with
up to five synonyms for that term. The term and synonyms that you suggest must adhere to rules
described in the ““User-Suggested Terms and Synonyms” section on page 6-2.
Your suggestion is subject to the approval of the business administrator, who manages the Pulse
Vocabulary. If the administrator approves your term, it is added to the Pulse Vocabulary, and Cisco
Pulse starts to tag, or attach, users to it.
If, along with a new term, you suggest a synonym that already exists in the Pulse Vocabulary, Cisco
Pulse merges your input with the existing Pulse Vocabulary entry. Specifically, the new term you
specify supersedes the existing term in the vocabulary, and Cisco Pulse merges all synonyms
together. If the total number of synonyms exceeds the maximum of five, the merge fails and Cisco
Pulse warns you of this failure.
•
If Pulse Locator finds an exact match, it prompts you to add up to five synonyms for that term.
The synonyms that you suggest must adhere to rules described in the “User-Suggested Terms and
Synonyms” section on page 6-2. Additional synonyms are subject to the approval of business
administrator.
Related Topics
•
Understanding the Pulse Locator Search Parameters, page 5-1
Performing the Pulse Locator Search
This topic describes how to perform a Pulse Locator search.
Procedure
To perform a Pulse Locator search:
Step 1
In the Pulse Locator search interface, which is located on all pages in the Cisco Pulse GUI, enter a singleor multiple-word term, and click Search.
Figure 5-1 shows how to enter a term in the Pulse Locator search interface in the Home page.
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Figure 5-1
Sample Home Page—Performing a Search
Figure 5-2 displays a sample Search Results page, which consists of three areas: the Pulse Locator search
interface, People Matches, and Related Information areas. The Related Information area appears under
these circumstances:
•
If the Pulse Locator finds at least one expertise provider for a specified term.
•
If the Pulse Locator finds at least one related document or video for a specified term.
Figure 5-2
Sample Search Results Page
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Step 2
Check the Pulse Locator search interface area to determine if the Pulse Locator is prompting you to take
one of these voluntary actions:
•
Add your term, which is not currently in the Pulse Vocabulary, to the Pulse Dictionary.
•
Add synonyms for your term, which already exists in the Pulse Vocabulary, to the Pulse Dictionary.
The term and synonyms that you suggest must adhere to rules described in the ““User-Suggested Terms
and Synonyms” section on page 6-2. All suggested additions are subject to the approval of the business
administrator.
Step 3
To add a new term to the Pulse Dictionary, perform these substeps:
a.
Click the suggest it as an enhancement to the Pulse Vocabulary? link in the Pulse Locator search
interface area as shown in Figure 5-3.
Figure 5-3
Sample Search Results—Adding a New Term and Synonyms
The Pulse Dictionary - New Term dialog box prompts you to add synonyms to the Pulse Dictionary.
b.
Add up to five synonyms separated by a comma (,), then click Submit.
The system displays a message indicating whether or not the term has been submitted for approval.
c.
Step 4
To close the Pulse Dictionary - New Term dialog box, click Close.
To add synonyms for an existing term, perform these substeps:
a.
Click the term for which you want to add synonyms in the Pulse Locator search interface area as
shown in Figure 5-4.
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Figure 5-4
Sample Search Results—Adding Synonyms to an Existing Term
The Pulse Dictionary - Existing Term dialog box prompts you to add synonyms to the Pulse
Dictionary.
b.
Add up to five synonyms separated by a comma (,), then click Submit.
The system displays a message indicating whether or not the term has been submitted for approval.
c.
Step 5
To close the Pulse Dictionary - Existing Term dialog box, click Close.
To learn more about the Pulse Locator search interface area as well as the features in the People Matches
and Related Information areas of the Search Results page, see the “Understanding the Search Results”
section on page 5-6.
Understanding the Search Results
After you enter a term in the Pulse Locator search interface, Cisco Pulse searches for it in these places:
•
The Pulse Index, which stores people, document, and video entries comprised of these elements:
– The Pulse Vocabulary terms found in content shared across the network.
– The users to whom the terms, documents, and videos are attached.
– Associated metadata. Document entries include the document title and URL. Video entries
include the URL and playing times at which the specified term is discovered.
•
The public profiles of each user, which includes profile tags, profile keywords, companies worked
for, educational degrees, links to personal websites, and so on.
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Matches found in the Pulse Index consist of terms found in the Pulse Vocabulary only, whereas matches
found in the profile search might consist of all terms displayed in the Pulse Locator search interface area,
whether or not they are in the Pulse Vocabulary.
If Cisco Pulse finds matches in the Pulse Index, any additional matches found in the public profiles
augment the Pulse Index matches in the search results. If Cisco Pulse finds matches in both the Pulse
Index and public profiles, the Pulse Index matches take a higher precedence. That is, expertise providers
who matched via the Pulse Index are rated higher in the search results than expertise providers who
matched via their public profiles. It is also possible for an expertise provider to match via the Pulse Index
and their public profile. In this case, the rating of the expertise provider in the search results is based on
their Pulse Index match.
Cisco Pulse presents the search results for the specified term in the Search Results page. Figure 5-5
shows a sample Search Results page, which displays initially after you perform a search.
Figure 5-5
Sample Search Results Page
This sample page contains three content areas:
•
Pulse Locator search interface area.
•
People Matches area.
•
Related Information area, which appears under these circumstances:
– If the Pulse Locator finds at least one expertise provider for a specified term.
– If the Pulse Locator finds at least one related document or video for a specified term.
Table 5-1 describes each element of the Search Results page.
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Table 5-1
Element
Search Results Elements
Description
Pulse Locator Search Interface Content Area
Pulse Locator search interface To initiate a search, enter a single- or multiple-word term, and
click Search.
Search results summary
Add terms and synonyms to
the Pulse Dictionary
Displays this information:
•
The number of people and related information items found for
the term upon which you searched.
•
The Pulse tag(s) or profile keywords upon which the Pulse
Locator found matches.
If the Pulse Locator does not find a specified term in the Pulse
Vocabulary, it prompts you to click a link to add the term as well
synonyms to the Pulse Dictionary.
If the Pulse Locator finds a specified term in the Pulse Vocabulary,
you can click a link of the term to add synonyms for the term to
the Pulse Dictionary.
The terms and synonyms that you suggest must adhere to rules
described in the ““User-Suggested Terms and Synonyms” section
on page 6-2. All suggested additions are subject to the approval of
the business administrator.
People Matches Content Area
Refine by
Filters that enable you to narrow, or refine, your people search
results. Click a high-level filter, for example, Role, to expand its
tree structure, then click a low-level filter, for example, Software
Engineer, to narrow the results to only expertise providers who
have the role of Software Engineer.
Note
Show/Hide Related
Information button
The filters that are available depend on how your system
administrator configured them and if your search results
include one or more expertise providers located through
the profile search. For more information on filters, see the
“Refining Your People Search Results” section on
page 5-13.
By default, if the Pulse Locator finds at least one expertise
provider and at least one document or video, the Related
Information area displays.
If desired, you can hide the Related Information area by clicking
the Hide Related Information button. To make the Related
Information area reappear, click the Show Related Information
button.
Row count
Displays the number of rows currently shown and the total number
of rows for the table.
Number of rows per page
To change the number of rows displayed per page, use the
drop-down arrow to select the desired number of rows, then click
Go.
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Table 5-1
Element
Availability status icon
column
Search Results Elements (continued)
Description
Displays a column of status icons if your system administrator
integrated the Cisco Unified Presence functionality into Cisco
Pulse. If this functionality is not integrated, this column does not
display.
Each icon indicates the availability status of an expertise provider
for collaboration. For information on the Cisco Unified Presence
functionality and icons, see the “How Cisco Unified Presence
Integration Affects the Search Results” section on page 5-11.
Name, Title, Location column Displays the name, and corporate title and location of each
expertise provider.
To view the mini public profile of an expertise provider, hover
your cursor over the name of that person.
To view the full public profile of an expertise provider, click the
name of that person.
Experience Summary column Displays one or both of these strings for an expertise provider:
NetPulse column
•
Pulse Tag—During a search of the Pulse Index, the displayed
Pulse tag(s) were found.
•
Profile Match—During a search of the public profiles, the
displayed profile tag(s) or keyword(s) were found.
Displays a horizontal bar that graphically depicts an expertise
provider’s recent activity with a matched Pulse tag. If the Pulse
Locator matched on profile tags or keywords, the horizontal bar
displays, but is not filled.
For more information on NetPulse, see the “Understanding
NetPulse” section on page 5-11.
Page count
Displays the page currently shown and the total number of pages
for the table.
Paging buttons
To move through the pages, click the first and last page buttons or
the previous or next page buttons as desired.
Related Information Content Area—This area appears only if the Pulse Locator finds at least one
expertise provider and at least one document or video for the specified term.
Top Videos
Displays the five most relevant videos for the specified Pulse
Vocabulary term. For more information on videos, see the “Video
Search Results” section on page 5-29.
Top Documents
Displays the five most relevant documents for the specified Pulse
Vocabulary term. For more information on documents, see the
“Document Search Results” section on page 5-32.
These topics provide details about the features available in the People and Related Information search
results:
•
People Search Results, page 5-10
•
Related Information Search Results, page 5-29
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People Search Results
These topics explain important features that you can use to control the view of your people search results
and collaborate with expertise providers:
•
List View, page 5-10
•
How Cisco Unified Presence Integration Affects the Search Results, page 5-11
•
Refining Your People Search Results, page 5-13
•
Learning More About Expertise Providers, page 5-17
•
Clicking to Collaborate With Expertise Providers, page 5-19
List View
If the Pulse Locator finds matches for the term you specified, it displays a list of expertise providers in
the People Matches content area of the Search Results page as shown in Figure 5-6.
Figure 5-6
Sample Search Results Page—Viewing People Matches
Cisco Pulse displays the expertise providers in descending order of their recent experience with the
specified term.
Cisco Pulse gives a higher rating to expertise providers with an Experience Summary that includes
“Pulse Tag” than to expertise providers with “Profile Match.” “Pulse Tag” indicates that the expertise
provider was identified through Pulse tags and analysis, whereas “Profile Match” indicates that the
expertise provider was identified through a public profile search that matched self-declared profile tags
and keywords, and so on.
For more information on NetPulse, see the “Understanding NetPulse” section on page 5-11.
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Related Topics
•
How Cisco Unified Presence Integration Affects the Search Results, page 5-11
•
Refining Your People Search Results, page 5-13
•
Learning More About Expertise Providers, page 5-17
•
Clicking to Collaborate With Expertise Providers, page 5-19
Understanding NetPulse
A NetPulse is a graphical horizontal bar that appears in the list view of the people search results. Cisco
Pulse assigns a NetPulse to each expertise provider in the search results for these reasons:
Note
•
To show an expertise provider’s recent activity with the Pulse tags matched for a particular Pulse
Locator search.
•
To rate each expertise provider in relation to the other expertise providers who also appear in the
search results.
If an expertise provider is identified by a profile match, a NetPulse is displayed in the search results, but
is not filled.
Related Topics
•
List View, page 5-10
How Cisco Unified Presence Integration Affects the Search Results
If the Cisco Unified Presence functionality is integrated into Cisco Pulse, the availability status of
expertise providers who are known to Cisco Unified Presence appears as described:
•
In the Pulse Locator search results, a status icon appears for each known expertise provider as shown
in Figure 5-7. If an expertise provider is not known to Cisco Unified Presence, an icon does not
display. If an expertise provider is not supported by any Presence clients, for example, the Cisco
Unified Personal Communicator, the icon status indicates “unavailable.” If the Cisco Unified
Presence functionality is not integrated into Cisco Pulse, the column of icons does not appear.
•
In the mini public profile of an expertise provider, which is accessible from the Pulse Locator search
results, an availability status icon appears next to the name as shown in Figure 5-8. If an expertise
provider is not supported by any Presence clients, the icon status indicates “unknown.” If the Cisco
Unified Presence functionality is not integrated into Cisco Pulse or an expertise provider is not
known to Cisco Unified Presence, the icon does not appear.
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Figure 5-7
Sample Search Results Page—Displaying Availability Status Icons in List View
Figure 5-8
Sample Mini Public Profile—Displaying Availability Status Icon
Table 5-2 describes the possible status for each expertise provider.
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Table 5-2
Icon
Availability Status Icons
Description
Available for collaboration.
Busy or does not want to be disturbed (DND).
On the phone, away, or on vacation.
Unavailable.
A status of “unavailable” indicates that the expertise provider is
not supported by any Presence clients.
No icon
No functionality or unknown user.
If Cisco Unified Presence functionality is not integrated into
Cisco Pulse or a user is not known to Cisco Unified Presence, an
icon does not appear.
Note
Cisco Pulse retrieves the status of each expertise provider as it assembles and presents the search results.
If the status of an expertise provider changes after Cisco Pulse presents the search results, Cisco Pulse
does not update the status in the search results.
Related Topics
•
List View, page 5-10
•
Refining Your People Search Results, page 5-13
•
Learning More About Expertise Providers, page 5-17
•
Clicking to Collaborate With Expertise Providers, page 5-19
Refining Your People Search Results
After Cisco Pulse presents your people search results, you can refine the list of expertise providers using
filters. Cisco Pulse supports these filters:
•
Role
•
Group
•
Country
•
State
•
City
•
Zip
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•
Profile
•
Presence
The filters that are available depend on how your system administrator configured them.
The Profile filter is available only when your search results include expertise providers who were located
through their public profile (Profile Match). This filter enables you to narrow your search results to
expertise providers who were located through their public profiles.
These topic describes how to refine the people search results:
•
Refining People Search Results in List View, page 5-14
Related Topics
•
List View, page 5-10
•
How Cisco Unified Presence Integration Affects the Search Results, page 5-11
•
Learning More About Expertise Providers, page 5-17
•
Clicking to Collaborate With Expertise Providers, page 5-19
Refining People Search Results in List View
Figure 5-9 shows sample search results for the term “collaboration.” The search results produced 40
expertise providers.
Figure 5-9
Sample Search Results in List View
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Cisco Pulse populates the tree structure filters from these sources:
•
Roles, groups, and corporate location details are taken from the public profiles of the expertise
providers.
•
Profile is comprised of terms matched upon during the profile search (Profile Match).
•
Presence includes the availability status of known expertise providers as taken from Cisco Unified
Presence, if it is integrated in Cisco Pulse.
For example, if you click on Role, the roles included are those of the expertise providers in the search
results as shown in Figure 5-10.
Figure 5-10
Sample Populated Role Filter
If you want to refine the list to people who can provide technical details, for example, software
engineers, click to choose Engineer, Software. The role filter refines the list to four software engineers
as shown in Figure 5-11.
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Figure 5-11
Sample Search Results—Using the Role Filter
To further refine the list to people who are currently available for collaboration, click Presence to expand
it, then click Available. The Status filter refines the list to one software engineer who is currently
available for collaboration as shown in Figure 5-12.
Figure 5-12
Sample Search Results—Using the Presence Filter
You can undo one or all filters that you used. For example, if you decide that you do not want to limit
your collaboration to software engineers only, you can click the cross icon to undo the Role filter as
shown in Figure 5-13, and Cisco Pulse adds back people of varying roles who are currently available for
collaboration.
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Figure 5-13
Sample Search Results—Undo Filter
Related Topics
•
Refining Your People Search Results, page 5-13
Learning More About Expertise Providers
After Cisco Pulse provides people search results, there are two ways that you can learn more about an
expertise provider:
•
View a mini public profile by hovering your cursor over the name of the expertise provider in the
Name, Title, Location column (see Figure 5-14).
•
View the full public profile (see Figure 5-15) in the list view by clicking the name of the expertise
provider in the Name, Title, Location column.
For more information on the full and mini public profiles, see the “Public Profiles Elements” section on
page 3-5.
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Figure 5-14
Viewing a Mini Profile From the Search Results Page
Figure 5-15
Viewing a Full Profile From the Search Results Page
Related Topics
•
List View, page 5-10
•
How Cisco Unified Presence Integration Affects the Search Results, page 5-11
•
Refining Your People Search Results, page 5-13
•
Clicking to Collaborate With Expertise Providers, page 5-19
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Clicking to Collaborate With Expertise Providers
The Click-to-Collaborate features enable you to click an icon in these locations to quickly collaborate
with an expertise provider:
•
The Collaboration Options area of a full public profile as shown in Figure 5-16.
•
The Contact Information area of a mini public profile as shown in Figure 5-17.
Figure 5-16
Sample Full Profile—Click-to-Collaborate Icons
Figure 5-17
Sample Mini Profile—Click-to-Collaborate Icons
Cisco Pulse supports these contact methods:
•
Email—Corporate email system
•
Phone—Corporate land line
•
Mobile—Mobile phone
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•
Instant messaging —Instant messaging application
•
Cisco WebEx—Cisco WebEx meeting software
•
Meeting—Schedule a Microsoft Outlook meeting
Note
The Cisco WebEx icon appears in the full and mini public profiles provided that your organization
implements the Cisco WebEx meeting application and your system administrator has set up this feature
to work with Cisco Pulse.
Note
Although considered a Click-to-Collaborate feature, the schedule a meeting feature is implemented
differently than the others. Instead of clicking an icon in the full or mini profiles, you select meeting
attendees, then click the Schedule a Meeting button in the Pulse Locator search results. For more
information on this feature, see the “Schedule a Meeting” section on page 5-26.
Table 5-3 maps each icon to the supported contact method.
Table 5-3
Icon
Click-to-Collaborate Icons
Preferred Contact Method
Email
Corporate land line
Mobile phone
Instant messaging
Cisco WebEx meeting
Schedule a meeting
These topics describe how to use Click-to-Collaborate:
•
Click-to-Email, page 5-21
•
Click-to-Call, page 5-22
•
Click-to-IM, page 5-23
•
Click-to-WebEx, page 5-25
•
Schedule a Meeting, page 5-26
Related Topics
•
List View, page 5-10
•
How Cisco Unified Presence Integration Affects the Search Results, page 5-11
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•
Refining Your People Search Results, page 5-13
•
Learning More About Expertise Providers, page 5-17
Click-to-Email
You can quickly collaborate with an expertise provider using your corporate email system.
Procedure
To use Click-to-Email:
Step 1
In the full or mini profile of an expertise provider, click the email icon.
Figure 5-18 shows how to click the icon in a full profile.
Figure 5-18
Sample Full Profile—Clicking Email Icon
A new email pre-addressed to the expertise provider by way of your corporate email application appears
as shown in Figure 5-19.
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Figure 5-19
Click-to-Email
Step 2
Enter the desired fields of the email, including the email content.
Step 3
Send the email.
Related Topics
•
Click-to-Call, page 5-22
•
Click-to-IM, page 5-23
•
Click-to-WebEx, page 5-25
•
Schedule a Meeting, page 5-26
Click-to-Call
You can quickly collaborate with an expertise provider by phone. An expertise provider can specify a
corporate land line or mobile phone as their preferred contact method. When you click the respective
icon, Cisco Pulse places a call from your corporate land line to the phone specified by the expertise
provider.
Note
This contact method is available only if your organization implements Cisco Unified Communications
Manager and your system administrator has set up this feature to work with Cisco Pulse.
Procedure
To use Click-to-Call:
Step 1
In the full or mini profile of an expertise provider, click the corporate land line or mobile phone icon.
Figure 5-20 shows how to click of the corporate land line icon in a full profile.
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Figure 5-20
Sample Full Profile—Clicking Corporate Land Line Icon
A dialog box that is pre-populated with the phone numbers of the expertise provider and your corporate
land line appears as shown in Figure 5-21.
Figure 5-21
Click-to-Call
Step 2
To place the call, click Call Now.
Step 3
When your corporate land line rings, pick up the receiver and wait for the expertise provider to answer
their phone.
Related Topics
•
Click-to-Email, page 5-21
•
Click-to-IM, page 5-23
•
Click-to-WebEx, page 5-25
•
Schedule a Meeting, page 5-26
Click-to-IM
You can quickly collaborate with an expertise provider using the AOL Instant Messenger (AIM)
protocol. You must use one of these applications as a client through which you can establish an instant
messaging session with an expertise provider:
•
AIM application
•
Cisco WebEx Connect application
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You can click the instant messaging icon in a full or mini profile. Your client application opens and if
you have the automatic login feature enabled, it attempts to launch a session with the expertise provider.
Before You Begin
You must have one of the supported applications installed on your system, and a username and password
for the application.
Procedure
To use Click-to-IM:
Step 1
In the full or mini profile of an expertise provider, click the instant messaging icon.
Figure 5-22 shows how to click the instant messaging icon in a full profile.
Figure 5-22
Sample Full Profile—Clicking the Instant Messaging Icon
If you have both supported applications installed on your system, a dialog box opens, prompting you to
open the AIM links with one of the applications. Select the desired application.
Otherwise, the instant messaging application opens.
Step 2
If you do not have the automatic login feature enabled, log into the instant messaging application.
Step 3
If the expertise provider is not in your list of contacts, add this person to your list.
Step 4
Check to see if the expertise provider is available for an instant messaging session, and if this person is
available, launch a session.
Related Topics
•
Click-to-Email, page 5-21
•
Click-to-Call, page 5-22
•
Click-to-WebEx, page 5-25
•
Schedule a Meeting, page 5-26
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Click-to-WebEx
You can quickly collaborate with an expertise provider using Cisco WebEx meeting software. To do so,
click the Cisco WebEx icon in the full or mini profile of an expertise provider, and you are prompted to
log into the Cisco WebEx application. After the application opens, you can invite one or more expertise
providers to join the meeting.
Note
This contact method is available only if your organization implements the Cisco WebEx meeting
application and your system administrator has set up this feature to work with Cisco Pulse.
Before You Begin
You must have a Cisco WebEx username and password.
Procedure
To use Click-to-WebEx:
Step 1
In the full or mini profile of an expertise provider, click the Cisco WebEx icon as shown in Figure 5-23.
Figure 5-23
Sample Search Results—Clicking Cisco WebEx Icon
A Cisco WebEx dialog box appears, prompting you to log into the application as shown in Figure 5-24.
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Figure 5-24
Step 2
Click-to-WebEx—Logging Into the Cisco WebEx Application
Enter your Cisco WebEx username and password, then click Log In.
The Cisco WebEx application opens, and places you in a meeting.
Step 3
Invite one or more expertise providers to join you in a teleconference and web meeting.
Related Topics
•
Click-to-Email, page 5-21
•
Click-to-Call, page 5-22
•
Click-to-IM, page 5-23
•
Schedule a Meeting, page 5-26
Schedule a Meeting
You can schedule a Microsoft Outlook meeting with one or more of the expertise providers who appear
in the Pulse Locator search results.
To use this feature, you select meeting attendees, then click the Schedule a Meeting button. When
selecting your meeting attendees, keep these factors in mind:
•
You can select each attendee individually by clicking a check box next to their next name.
•
If your name appears in the Pulse Locator search results, you cannot select yourself as a meeting
attendee because as the meeting initiator, you are included in the meeting by default.
•
Any selections you make apply to the current page only. If your Pulse Locator search results span
multiple pages and you select a meeting attendee on the first page, then go to the next page, the
selection made on the first page is lost. To prevent this situation, we suggest that you increase the
number of rows displayed in a page before scheduling a meeting. To increase the number of rows,
click the drop-down arrow to select a greater number than currently displayed, then click Go.
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Before You Begin
Cisco Pulse supports this feature under these conditions:
•
You have a Microsoft Windows XP client.
•
You have the Microsoft Outlook 2003 or 2007 application installed and open.
•
You access Cisco Pulse using one of the supported browsers described in “Client and Browser
Requirements” section on page 2-1.
Procedure
To schedule a meeting with expertise providers in the Pulse Locator search results page:
Step 1
Select each meeting attendee by clicking the check box next to their name.
After you select the first attendee, the Schedule a Meeting button is activated. Figure 5-25 displays a
sample Pulse Locator search results page with a few meeting attendees selected.
Figure 5-25
Step 2
Sample Pulse Locator Search Results—Scheduling a Meeting
After you have selected all meeting attendees, click Schedule a Meeting as shown in Figure 5-25.
A dialog box might appear, as shown in Figure 5-26, if you have not previously bound the Cisco Pulse
application extension to the Microsoft Outlook application.
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Figure 5-26
Step 3
Sample Meeting Invitation Dialog Box
If a dialog box appears, make sure that “Open with Microsoft Office Outlook” is selected, then click OK.
A Microsoft Outlook meeting invitation appears as shown in Figure 5-27. Cisco Pulse populates these
template fields as described:
•
The To: field with the email addresses of the selected meeting attendees.
•
The Subject: field with verbiage that indicates the meeting was initiated through Cisco Pulse and the
term upon which you searched, for example, “collaboration.”
•
The Start and End times: fields with the current date and hour. For example, if you clicked Schedule
a Meeting on Monday, December 21 at 9:46 am, Cisco Pulse pre-selects the meeting start time of
9:00 am and the end time of 9:59 am on that date.
•
The meeting invitation body with a message that identifies you as the meeting initiator and with the
email addresses of the selected meeting attendees.
Note
If you are using Microsoft Outlook 2003, Cisco Pulse does not populate the To: field with the
email addresses of the meeting attendees. You must copy these email addresses from the meeting
invitation body and paste them in the To: field.
Figure 5-27
Step 4
Sample Microsoft Outlook Email Template
Change the Cisco Pulse-populated meeting details, for example, add more attendees, change the date,
and start and end times, and so on.
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Step 5
For Microsoft Outlook 2003 users only, copy the email addresses of the meeting attendees from the
meeting invitation body and paste them in the To: field.
Step 6
Send the meeting invitation.
Related Topics
•
Click-to-Email, page 5-21
•
Click-to-Call, page 5-22
•
Click-to-IM, page 5-23
•
Click-to-WebEx, page 5-25
Related Information Search Results
Cisco Pulse analyzes web videos and documents accessed by users across the network for terms in the
Pulse Vocabulary. Examples include a product datasheet posted on the external website of your
organization, or a training video introducing the same product posted on the internal website.
If Cisco Pulse discovers a video or document with Pulse Vocabulary terms, it stores the terms, the users
associated with the video or document, and metadata, such as the URL to the video or document, in the
Pulse Index.
If you perform a search on a term, the Pulse Locator searches the Pulse Index using the process described
in the “Understanding the Pulse Locator Search Parameters” section on page 5-1 and can present up to
five unique videos and five unique documents in the Related Information area of the Search Results page.
The displayed videos and documents are considered by the Pulse Locator to be the most relevant.
The Related Information content area in the Search Results page appears under these circumstances:
•
If the Pulse Locator finds at least one expertise provider for a specified term.
•
If the Pulse Locator finds at least one related document or video for a specified term.
This topic describes these related information search results:
•
Video Search Results, page 5-29
•
Document Search Results, page 5-32
Related Topics
•
People Search Results, page 5-10
Video Search Results
The Top Videos content area can display the top five videos as shown in the sample Search Results page
in Figure 5-28. The Top Videos content area can also include MPEG-1 Audio Layer 3 (MP3) audio files.
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Figure 5-28
Sample Search Results Page—Top Videos
Table 5-4 describes the Top Videos search results elements.
Table 5-4
Top Videos Search Results Elements
Element
Description
Thumbnail sketch
Displays a thumbnail sketch of each video or audio file.
For videos, the thumbnail sketch is the frame shown 3 seconds from the
beginning of the video. If this video frame is not available, a default
thumbnail sketch appears.
For audio files, a default thumbnail sketch always appears.
video-filename
Displays the name of the video or audio file.
Horizontal scroll bar
If more than one thumbnail sketch displays, they are typically nested. A
thumbnail sketch must be in the front position so that you can play it. To
bring the leftmost nested thumbnail sketches to the front, move the
horizontal scroll bar to the left. To bring the rightmost nested thumbnail
sketches to the front, move the scroll bar to the right.
Alternatively, you can hover your cursor to un-nest the thumbnail sketch,
then click it to bring it to the front.
Before playing a video or audio file in the Pulse Locator search results page, verify that your browser
supports the Adobe Flash Player 9 and above. However, we highly recommend upgrading to the latest
available Adobe Flash Player version for the best performance.
To play a video or audio file, click the associated thumbnail sketch. The Cisco Pulse Media Player
window appears, and if playing a video, the video appears in the left screen as shown in Figure 5-29. If
playing an audio file, the left screen remains blank and you hear the audio only.
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Figure 5-29
Sample Cisco Pulse Media Player Window—Playing a Video
While the video or audio file plays, you can control it in these ways:
•
To pause the video or audio, click the Pause icon to the left of the horizontal scroll bar.
•
To skip to the video or audio segment wherein a particular Pulse Vocabulary term is mentioned, click
the term in the right side of the window. which causes the player to automatically jump to the first
occurrence of the term in the video or audio file. One or more markers that denote the beginning of
these segments appear above the horizontal scroll bar as shown in Figure 5-30. Click each marker
to view or listen to each segment.
•
To stop the video and close the window, click the Close link at the bottom of the window.
Figure 5-30
Sample Cisco Pulse Media Player Window—Term Occurrence Markers
While playing a video or audio file, keep these factors in mind:
•
Cisco Pulse plays a video or audio file as is from its original location.
•
Cisco Pulse does not normalize the audio volume in a video or audio file. The audio volume of the
file that you are playing depends on the audio volume of the original recording.
•
The tagging accuracy of Pulse Vocabulary terms in a video or audio file depends on the quality of
the original audio recording. If an audio recording is of high quality, for example, you can hear what
the speakers are saying distinctly and clearly, the tagging accuracy is higher. If the audio recording
is of poor quality, for example, the speakers’ words are muffled or garbled, the accuracy of the
tagging is lower.
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Related Topics
•
Document Search Results, page 5-32
Document Search Results
The Related Information content area can display the top five documents as shown in the sample Search
Results page in Figure 5-31.
Figure 5-31
Sample Search Results Page—Top Documents
Cisco Pulse supports these document formats:
•
ASCII text
•
HTML
•
Microsoft Excel
•
Microsoft PowerPoint
•
Microsoft Word
•
PDF
Table 5-5 describes the Top Document search results elements.
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Table 5-5
Top Document Search Results Elements
Element
Description
document-format icon
Displays an icon for these document formats:
•
HTML
•
Microsoft PowerPoint
•
Microsoft Word
•
PDF
For ASCII text and Microsoft Excel documents, an icon does not display.
document-filename link
Displays the document filename. To open the document, click the
document-filename link.
Table 5-6 outlines the supported document formats and describes what happens when you open each type
of document.
Table 5-6
Supported Document Formats and Behavior When Opening a Document
Document Format
What Happens When You Open a Document
ASCII text
HTML
PDF
The document opens in a browser.
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
The system prompts you to take one of these actions:
Note
By default, a PDF document opens in a browser. However, if you
configured it to do so, PDF documents open in a PDF viewer.
•
Open the document in the respective Microsoft application.
•
Save the document to your desktop, and open it in the respective
Microsoft application at your convenience.
Related Topics
•
Video Search Results, page 5-29
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6
Viewing the Vocabularies
You can view and download the Pulse and Restricted Vocabularies. If you choose to take these actions,
you should first understand what these vocabularies are and how they affect you.
These topics explain the Pulse and Restricted Vocabularies:
•
Understanding the Vocabularies, page 6-1
•
Vocabulary Notification Emails, page 6-3
•
Understanding the Vocabulary Used in Various Communication Tools, page 6-3
•
Vocabulary Page Elements, page 6-4
•
Viewing a Vocabulary, page 6-5
•
Downloading a Vocabulary, page 6-8
Understanding the Vocabularies
Cisco Pulse supports two types of vocabularies: the Pulse Vocabulary and the Restricted Vocabulary.
These topics describe the two vocabularies:
•
Pulse Vocabulary, page 6-1
•
Restricted Vocabulary, page 6-3
Pulse Vocabulary
The Pulse Vocabulary contains terms that are integral to the organization in which Cisco Pulse is used.
This vocabulary serves two important functions:
•
It is the means through which business administrators, who create and manage the vocabularies, can
establish terms on which users can search and find experienced expertise providers, and related
information, which includes documents and videos.
•
It is the means through which Cisco Pulse can initially attach users to a term, and for each Pulse
Locator search on the term, locate expertise providers with the most recent activity with the term.
•
It is the means through which Cisco Pulse can initially attach documents and videos to a term, and
for each Pulse Locator search on the term, locate documents and videos with the most recent and
highest frequency of the term.
The Pulse Vocabulary forms the basis of Cisco Pulse, and as such, it is critical that it contains terms that
are representative of the products, services, and values of its organization.
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Understanding the Vocabularies
These topics provide additional information on the terms and synonyms in the Pulse Vocabulary:
•
User-Suggested Terms and Synonyms, page 6-2
•
Understanding Term Groupings and Normalization, page 6-2
User-Suggested Terms and Synonyms
The Pulse Vocabulary is a dynamic entity, and you can make these contributions to the vocabulary:
•
Suggest a term, along with synonyms, to be added to the vocabulary. All suggested terms and
synonyms are subject to the approval of the business administrator.
•
Add synonyms to an existing term in the vocabulary. These additions are subject to the approval of
business administrator.
You can make these contributions using the Pulse Dictionary, a tool that enables a user to suggest a new
term, as well as associated synonyms, or synonyms for an existing term for inclusion in the Pulse
Vocabulary.
The terms and synonyms that you suggest must adhere to these rules:
•
A maximum of 8 words, with character spaces between each word.
•
A maximum of 64 upper- or lower-case alphanumeric and these special characters: ampersand (&),
hyphen (-), plus sign (+), pound sign (#), forward slash (/), asterisk (*), period (.), at sign (@).
•
A term itself, as well as one of its associated synonyms, can be an acronym. For example, you can
specify “MPLS” as a term and “mpls” as a synonym to “MPLS.” Given this entry in the Pulse
Vocabulary, Cisco Pulse will tag “MPLS,” “mpls,” and even “Mpls” or any other mixed-case
variation, discovered in content shared across the network.
However, if an acronym, for example, “MPLS,” is specified as a term and there are no synonyms
specified, Cisco Pulse will tag “MPLS” only. It will not tag “mpls,” “Mpls,” or any other mixed-case
variations.
Related Topics
•
Understanding Term Groupings and Normalization, page 6-2
Understanding Term Groupings and Normalization
A term can be expressed in multiple ways, which includes but is not limited to these variations:
•
In lower-case letters, upper-case letters, or a mixture of the two.
•
Spelled out or as an acronym.
•
In singular or plural forms.
•
For multiple-word terms, with or without hyphens and character spaces between words.
The ability to define synonyms along with a term allows the Pulse Vocabulary to include term variations.
A term grouping is a term in the Pulse Vocabulary and its associated synonyms. This is a sample term
grouping:
•
Term: Cisco Unified Communications Manager
•
Synonyms: Unified CM and UCM
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Vocabulary Notification Emails
Cisco Pulse normalizes, or reduces, each term grouping to one term that represents the others in the term
grouping. Cisco Pulse uses the root term, or the term that is defined in the Term column of the Pulse
Vocabulary, as the normalized term. For example, Cisco Pulse would use Cisco Unified Communications
Manager as the normalized term for the sample term grouping.
The normalization of terms in a term grouping has these important impacts:
Note
•
The Pulse tags stored in the Pulse Index are normalized terms.
•
My Top Tags and All Top Tags in the Tag Navigator gadget in the Home page display normalized
terms.
Cisco Pulse does not normalize terms that users enter in a Pulse Locator search. For information on how
Cisco Pulse handles these terms, see the “Understanding Term Groupings” section on page 5-2.
Related Topics
•
User-Suggested Terms and Synonyms, page 6-2
Restricted Vocabulary
The Restricted Vocabulary contains sensitive terms or terms that are not eligible for analysis because of
privacy or confidentiality concerns. If Cisco Pulse finds a Restricted Vocabulary term in content shared
across the network, it immediately discards the content.
Related Topics
•
Pulse Vocabulary, page 6-1
Vocabulary Notification Emails
The system administrator can configure Cisco Pulse to send a notification email to users in a mailing list
at 11 pm if additions, changes, or deletions are made to the Pulse and Restricted Vocabularies earlier that
day.
If desired, users can choose not to receive these emails by removing themselves from the mailing list,
which is set up by the system administrator. For more information on the mailing list, contact your
system administrator.
Understanding the Vocabulary Used in Various Communication
Tools
When contributing a new term and synonyms to the Pulse Vocabulary, you must understand that the
vocabulary used in communication tools that are available in the organization, and analyzed by Cisco
Pulse, can vary widely:
•
Email—The vocabulary in email tends to be informal, less carefully crafted, and may use unofficial
abbreviations, acronyms, and synonyms. The vocabulary used here is close to speech level.
•
Documents—The vocabulary in documents posted on internal and external Websites tends to be
more formal and use standardized or official terminology.
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Vocabulary Page Elements
•
Web pages—The vocabulary in web pages can be a mixture of that used in email and documents.
Some blogs and newsletters use vocabulary that is less formal than that used in email, while Wiki
pages use more formal vocabulary.
With this understanding of vocabulary variations, we recommend using these guidelines:
•
When adding a term to the Pulse Vocabulary, use a formal term.
•
Accommodate for informal variations of the term by defining up to five synonyms or alternate
expressions. For example, if a term is composed of the words “word1 word2,” if appropriate, you
can define synonyms for a hyphenated version of the term “word1-word2,” and a combined version
of the term “word1word2.”
•
Accommodate for acronym usage if appropriate by defining an acronym. A term itself, as well as
one of its associated synonyms, can be an acronym. For example, you can specify “MPLS” as a term
and “mpls” as a synonym to “MPLS.” Given this entry in the Pulse Vocabulary, Cisco Pulse will tag
“MPLS,” “mpls,” and even “Mpls” or any other mixed-case variation, discovered in content shared
across the network.
However, if an acronym, for example, “MPLS,” is specified as a term and there are no synonyms
specified, Cisco Pulse will tag “MPLS” only. It will not tag “mpls,” “Mpls,” or any other mixed-case
variations.
Vocabulary Page Elements
To access the Vocabulary page, click the Vocabulary tab. The Vocabulary page appears as shown in
Figure 6-1.
Figure 6-1
Sample Vocabulary Page
The Vocabulary page is composed of the Vocabulary Settings task pane, which enables you to view and
download the Pulse and Restricted Vocabularies. Table 6-1 describes the elements of the task pane.
Table 6-1
Vocabulary Settings Task Pane Elements
Element
Description
Pulse Vocabulary and Restricted Vocabulary areas
View link
To view the Pulse or Restricted Vocabulary, click the
View link in either the Pulse Vocabulary or Restricted
Vocabulary areas of the task pane. For more information,
see the “Viewing a Vocabulary” section on page 6-5.
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Table 6-1
Vocabulary Settings Task Pane Elements (continued)
Element
Note
Description
Download link
To download the Pulse or Restricted Vocabulary in
comma separated values (CSV) format to your hard disk,
click the Download link in either the Pulse Vocabulary
or Restricted Vocabulary areas of the task pane. For
more information, see the “Downloading a Vocabulary”
section on page 6-8.
number terms type Vocabulary
Displays the number of terms currently in the Pulse and
Restricted Vocabularies.
Last Updated date
Displays the date on which the Pulse or Restricted
Vocabulary was last updated by the business
administrator. If no date appears, the vocabulary has not
been created or has not been updated.
Even though the Pulse and Restricted Vocabularies have distinct purposes, the user interface elements
for manipulating both vocabularies are the same. As a result, the documentation presents one set of
instructions for performing tasks for both vocabularies. Any differences in performing a task for a
particular vocabulary are explicitly called out.
Viewing a Vocabulary
These topics describe the Pulse and Restricted Vocabularies:
•
Vocabulary Elements, page 6-5
•
Viewing a Vocabulary, page 6-7
Vocabulary Elements
To view the Pulse or Restricted Vocabularies, you must access the View Pulse Vocabulary page or the
View Restricted Vocabulary page. In the Vocabulary Settings task pane, click the View link in either the
Pulse Vocabulary or Restricted Vocabulary areas.
The View Pulse and Restricted Vocabulary pages have the same elements. Figure 6-2 displays the View
Pulse Vocabulary page.
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Chapter 6
Viewing the Vocabularies
Viewing a Vocabulary
Figure 6-2
Sample View Pulse Vocabulary Page
Table 6-2 describes all elements of the View Pulse and Restricted Vocabulary pages except those
elements that enable you to control what you are viewing in the respective pages. For information on the
control elements, see the “Viewing a Vocabulary” section on page 6-7.
Table 6-2
Vocabulary Elements
Element
Description
Vocabulary Settings link
To return to the Vocabulary Settings task pane, click the
Vocabulary Settings link.
Row count
Displays the row numbers currently shown and the total number of
rows for the table.
Term column
Displays the term.
Synonym/Related Terms column Displays up to five synonyms, separated by commas, for the term.
Created By column
Displays the username of the person who added the term to the
Pulse or Restricted Vocabulary.
Updated By column
Displays the username of the person who last edited the term. This
person could be a business administrator or a user.
Page count
Displays the current page and the total number of pages for the
table.
Resizable columns
To change the width of a column, place your cursor over a column
border. After your cursor changes to a bidirectional arrow, left-click
on the border, then drag it to increase or decrease the width of the
column.
Note
The system retains any column changes during your present
session only. If you end your session by going to another
page then returning to this page, the columns in the
vocabulary table return to their default state.
Related Topics
•
Viewing a Vocabulary, page 6-7
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Chapter 6
Viewing the Vocabularies
Viewing a Vocabulary
Viewing a Vocabulary
The Pulse and Restricted Vocabularies can include many terms, which encompass several View Pulse or
Restricted Vocabulary pages. This topic describes some helpful control tools that allow you to navigate
through these pages.
Procedure
To view the contents of the Pulse or Restricted Vocabulary:
Step 1
In the Vocabulary Settings task pane, click the View link in either the Pulse Vocabulary or Restricted
Vocabulary areas.
The View Pulse or Restricted Vocabulary page displays. Figure 6-3 displays the View Pulse Vocabulary
page with callouts to control tools, which are described in this procedure.
Figure 6-3
Sample View Pulse Vocabulary Page
Step 2
To change the number of rows displayed on the page, use the drop-down arrow in the upper right corner
of the page as shown in Figure 6-3, then click Go.
Step 3
To move through the pages, click the first and last page buttons or the previous or next page buttons in
the bottom right corner of the page as shown in Figure 6-3.
Step 4
To narrow the vocabulary down to one term or all terms that contain a particular word or phrase, enter
the desired word or phrase in the Filter field in the upper right corner of the page as shown in Figure 6-3,
then click the magnifying glass icon.
Step 5
To return to the vocabulary in its entirety, remove any verbiage in the Filter field, then click the
magnifying glass icon.
Related Topics
•
Vocabulary Elements, page 6-5
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Chapter 6
Viewing the Vocabularies
Downloading a Vocabulary
Downloading a Vocabulary
You can download the Pulse or Restricted Vocabularies to your hard disk. The system downloads each
vocabulary as a CSV file to your desktop of your system. You can open the file using the Microsoft Excel
application.
Procedure
To download the Pulse or Restricted Vocabulary to your hard disk:
Step 1
In the Vocabulary Settings task pane, click Download in the Pulse Vocabulary or Restricted Vocabulary
areas.
Figure 6-4 shows how to click Download in the Pulse Vocabulary area.
Figure 6-4
Sample Vocabulary Settings Task Pane—Clicking Download Link
The Opening dialog box appears as shown in Figure 6-5.
Figure 6-5
Step 2
Sample Opening Dialog Box
To open the vocabulary with the Microsoft Excel application, make sure the Open with radio button is
clicked, then click OK.
After the vocabulary opens in the Microsoft Excel application, save it to the desired location of your hard
disk.
Step 3
View the vocabulary as desired.
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GLOSSARY
A
Accepted Email
Domains
A filter that allows the system administrator to specify the email content that the Pulse Collect Engines
tag.
Accepted Web
Domains
A filter that allows the system administrator to specify the web content that the Pulse Collect Engines
tag.
acronym
A word formed by the initial letters of a multiple-word term. For example, the acronym for Dynamic
Host Configuration Protocol is DHCP. An acronym can be specified for a root term in the Pulse
Vocabulary.
Also see synonym.
Administration
setup wizard
A tool that leads the system administrator through the Administration pages in a particular sequence so
that they can initially configure Cisco Pulse.
All Top Tags
A summary of the 20 most popular tags for all users in the Pulse Index in a specified timeframe.
application log
A collection of application-level errors and warnings that are issued by Cisco Pulse components. Cisco
Pulse presents these messages to the system administrator in the Monitoring pages.
availability status
Icons that appear in the Pulse Locator search results, provided that the Cisco Unified Presence Server
(CUPS) functionality is integrated into the Pulse Apps Platform. The icons indicate whether or not each
expertise provider is currently available for collaboration.
B
business
administrator
One or more administrators who manage Cisco Pulse from a business perspective. These administrators
create and maintain the Pulse and Restricted Vocabularies. These administrators may also gather data
about Cisco Pulse usage, for example, rates of adoption, frequency of usage, most and least frequently
searched upon terms, and so on. Using this data, the administrators can add or remove terms from the
Pulse Vocabulary or take appropriate action to motivate users to use Cisco Pulse.
Also see Pulse Vocabulary and Restricted Vocabulary.
C
Click-to-Call
A feature that enables a user to click a corporate or mobile phone icon in the Pulse Locator search
results or a mini profile to quickly call an expertise provider on their corporate land line or mobile
phone.
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GL-1
Glossary
Click-to-Collaborate A reference to Click-to-Call, Click-to-Email, Click-to-IM, and Click-to-WebEx features that enable a
user to quickly collaborate with an expertise provider by clicking an icon in the Pulse Locator search
results.
Click-to-Email
A feature that enables a user to click an email icon in the Pulse Locator search results or a mini profile
to quickly send an email to an expertise provider using the corporate email system.
Click-to-IM
A feature that enables a user to click an icon in the Pulse Locator search results or a mini profile to
quickly collaborate with an expertise provider using a supported instant messaging application.
Click-to-WebEx
A feature that enables a user to click a Cisco WebEx icon in the Pulse Locator search results or a mini
profile to invite one or more expertise providers to join a WebEx meeting.
content filtering
A feature that allows the system administrator to filter, or narrow, the content that the Pulse Collect
Engines analyze for terms in the Pulse Vocabulary.
Also see Accepted Email Domains, Accepted Web Domains, and Restricted Web Domains.
E
expertise provider
A user who has experience with a term, appears in the Pulse Locator search results for the term, might
be sought to collaborate with the expertise seeker.
expertise seeker
A user who is searching for other users with experience with a term with the intent of collaborating
with them.
L
LDAP server
The server on which the corporate Lightweight Directory Access Protocol (LDAP) directory is stored.
Cisco Pulse leverages user information from the corporate LDAP directory for public profiles and the
user list.
list view
The Pulse Locator search results initially display a list of expertise providers who are rated in order
of their recent activity with a particular term.
M
My Top Tags
A summary of the 20 most popular tags for a particular user in the Pulse Index and tags that the user
added to their public profile in a specified timeframe.
N
NetPulse
A rating displayed in the Pulse Locator search results as a graphical horizontal bar that shows a user’s
recent content activity with all the tags matched for that query. In this context, email and HTTP
content shared by a user rates higher than HTTP content accessed by the user.
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Glossary
network
administrator
An administrator who is familiar with the IP network that supports an organization and the flows of
traffic within the network. This person may help determine how many Pulse Collect Appliances to
deploy in the network, in addition to determining where to place them and the Pulse Connect
Appliance. This person must physically set up the appliances, connect them to the appropriate network
devices, and if the devices are Cisco switches, configure them with recommended features that support
Cisco Pulse. And finally, this person must configure an IP address for each appliance and other basic
attributes that ensure the proper deployment of the appliance in the network.
normalized
Cisco Pulse treats a root term and its synonyms equally. However, when storing Pulse tags in the Pulse
Index or displaying these tags in My Top Tags and All Top Tags, Cisco Pulse uses the root term, or
the term that is defined in the Term column of the Pulse Vocabulary, as the normalized term.
Also see term grouping.
P
preferred contact
method
The method in which an expertise provider prefers to be contacted for collaboration. This contact
method is displayed in the full and mini public profiles.
The default contact method is email. The user can change the default contact method in the Summary
tab of the View and Edit Profile page, and the Profile Summary gadget of the Home page.
privacy policy
An optional policy created by the appropriate group or individual in an organization and implemented
by the system administrator so that each user can view and accept it before accessing and using the
Pulse Apps Platform.
Organizations that are concerned about user reaction to the potential tagging of email and HTTP
content shared across the network should consider implementing a privacy policy.
profile keyword
A term that is not currently in the Pulse Vocabulary and that a user has added to their public profile,
thereby attaching the term. This action declares that the user has experience with or interest in the term
and is open to collaborating with other users about the term. Through a profile search, this user might
appear in the Pulse Locator search results for this term.
Profile keywords can include work-related terms, such as “network collaboration,” or personal-interest
terms, such as “cooking” or “hiking.”
Also see profile tag.
profile tag
A term that is currently in the Pulse Vocabulary and that a user has added to their public profile, thereby
attaching the term. This action declares that the user has experience with or interest in the term and is
open to collaborating with other users about the term. Through a profile search, this user might appear
in the Pulse Locator search results for this term.
Also see Pulse tag and profile keyword.
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GL-3
Glossary
A collection of information that each user wants to share with other users. A default profile includes
minimal information captured from the corporate directory, for example, name, work title, work group,
corporate location, and manager name. The user can add previous work experiences, educational
degrees and certifications, links to additional personal information, and a description of other pertinent
skills and experiences entered in a free-form field. The user can also add profile tags and keywords, and
configure the preferred method in which expertise seekers contact them.
public profile
In the Pulse Locator search results, expertise seekers can view full profiles of each expertise provider
as well as mini profiles, which provide a subset of the information in the full profiles.
During a Pulse Locator search, Cisco Pulse performs a keyword search of all public profiles to ensure
that all users with experience with a term are reflected in the search results.
Pulse Appliances
A reference to the Pulse Collect and Connect Appliances.
Pulse Apps
End user applications built by Cisco Systems, Inc., or third parties who plan to leverage data that is
collected and exposed through the Pulse Apps Platform. Some examples of Pulse Apps are the Pulse
Locator and the Tag Navigator gadget.
Pulse Apps Platform A platform on which administrative tools and application programming interfaces (APIs) are
integrated. This platform provides the capability to configure all Cisco Pulse components.
Two hardware offerings that run text only and media-enabled versions of the Pulse Collect Engine.
Pulse Collect
Appliance
Pulse Collect Engine An engine that analyzes content shared across the network for terms in the Pulse Vocabulary, attaches
the terms to their associated users, documents, and videos, and sends this information to the Pulse
Connect Engine for further analysis. This engine stores metadata for the content for approximately
6 months.
Pulse Connect
Appliance
Hardware on which the Pulse Connect Engine, Pulse Apps Platform, and Pulse Apps are pre-installed.
Pulse Connect
Engine
An engine that analyzes automatically tagged and user-provided content to provide dynamic
intersections of information in Pulse Apps such as the Tag Navigator gadget and Pulse Locator search
results.
Pulse Index
An index of content shared across the network that passes through configured content filters (email and
web) and vocabulary filters (Pulse and Restricted Vocabularies). This content consists of Pulse
Vocabulary terms discovered in the content and metadata that identifies the user, video, or document
associated with the term.
The Pulse Index is the basis for Pulse tags.
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Glossary
Pulse Locator
A search engine that enables expertise seekers to search for people with experience with a specified
term, as well as related documents and videos.
When a user enters a term in the Pulse Locator search interface, Cisco Pulse first searches for the term
in the Pulse Vocabulary. If it finds an exact match, it expands the search to include all associated
synonyms, as well as the specified term itself.
After Cisco Pulse presents the search results, expertise seekers can view the expertise providers, videos,
and documents in their rated order of recent activity. Expertise seekers can quickly collaborate with
expertise providers using the Click-to-Collaborate features, play the relevant portions of the videos in
a video player, or view the documents.
Pulse tag
A term in the Pulse Vocabulary that the Pulse Collect Engine discovers in content shared across the
network, attaches to one or more users, documents, or videos, then stores in the Pulse Index.
Also see profile tag.
Pulse topology
A network topology in which Cisco Pulse is deployed. A typical topology consists of one or more Pulse
Collect Appliances; a Pulse Connect Appliance; switches; email, HTTP, and Active Directory servers;
and users on Microsoft Windows clients.
Pulse Vocabulary
A list of accepted terms that is created and maintained by one or more business administrators. This list
is the means through which business administrators can establish terms on which users can search and
find other users with experience, as well as related documents and videos. It is also the means through
which Cisco Pulse can initially attach users to a term, a practice known as tagging, and over time,
measure their activity with the term. And finally, it is the means through which Cisco Pulse can attach
documents and videos to a term, and measure the relevancy of their content with the term.
R
Restricted Web
Domains
A filter that allows the system administrator to specify the web content that the Pulse Collect Engines
should not tag.
Restricted
Vocabulary
Sensitive terms that are analyzed by Pulse Collect Engines because of privacy or confidentiality
concerns. If a Pulse Collect Engine finds a restricted term in content shared across the network, it
immediately discards the content. The Restricted Vocabulary is managed by one or more business
administrators,
S
Setup wizard
A tool that leads the network administrator through a graphical user interface (GUI) that allows them
to initially set up each Pulse Appliance.
synonym
An alternate or related term that is specified for a root term in the Pulse Vocabulary. For example, a
synonym for the root term car is auto.
Also see acronym.
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GL-5
Glossary
system
administrator
An administrator who initially configures, maintains, and monitors Cisco Pulse. This person integrates
pertinent LDAP directory attributes into Cisco Pulse as well as creates and maintains a list of users who
will access the Pulse Apps Platform and use the Pulse Locator. This person also supports the users if
they have a problem accessing or using the Pulse Apps Platform. If this administrator decides to
integrate the functionality of a feature such as the Cisco Unified Presence Server (CUPS), they will
work the appropriate administrator to gain proper access to it.
system log
A collection of kernel- or operating system-level messages, that are issued when a Pulse Collect or
Connect Appliance experiences a hardware problem, for example, a hard disk problem. These messages
are presented to the system administrator in the Monitoring page.
T
tag
A term that is attached to a user, a video, or a document. Tags enable Cisco Pulse to identify users who
have experience with a term, or videos and documents in which the term is discovered; to assess the
recent activity of each entity with the term; and to rate each entity against other similar entities in a
Pulse Locator search.
Pulse Dictionary
A tool that enables a user to suggest a term, as well as associated synonyms, for inclusion in the Pulse
Vocabulary. The suggestions are subject to the approval of a business administrator, who manages the
Pulse Vocabulary. If the administrator approves the term, it is added to the vocabulary, and Cisco Pulse
starts to attach users, videos, and documents to the associated term.
term grouping
A root term in the Pulse Vocabulary and its associated synonyms.
Also see normalized.
Words and phrases in the Pulse and Restricted Vocabularies. The inclusion of terms in these
vocabularies enables a business administrator to determine what content is relevant to users or is
restricted.
terms
U
An individual who has access to the Pulse Apps Platform, has a public profile, and can be an expertise
seeker or expertise provider in an Pulse Locator search.
user
Also see expertise seeker and expertise provider.
user list
A list of users who have access to the Pulse Apps Platform. The system administrator creates and
maintains this list.
user role
The system administrator can assign a user role in the User page. When users log into the Pulse Apps
Platform, their assigned role determines the tabs they can access, and therefore, what tasks they can
perform.
user-suggested tag
A term, along with synonyms, suggested by a user for inclusion in the Pulse Vocabulary using the
Pulse Dictionary. The suggestions are subject to the approval of the business administrator.
Cisco Pulse User Guide
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INDEX
Click-to-IM
A
5-23
Click-to-WebEx
Activity Archive table
2-12
providing feedback
5-25
schedule a meeting
3-31
collaboration activity
viewing
5-26
2-11
feedback
collaboration activities
feedback
3-31
providing
3-31
2-12, 3-31
viewing
viewing
3-31
3-31
contact method
B
configuring
browser, requirements
3-10 to 3-15
supported methods
2-1
5-19
credentials, areas of expertise, profiles
3-29
C
D
Cisco Pulse
documents, Pulse Locator search results
accessing
client and browser requirements
Home page
logging in
E
2-27
2-2
logging out
education, profile
2-28
navigating
overview
2-1
2-4 to 2-26
initial steps after logging in
5-32
3-22 to 3-25
expertise providers
2-26
1-1
expertise providers, Click-to-Collaborate
1-1
expertise seekers
5-19 to 5-29
1-1
privacy
options, users
policy
3-8
G
2-2
Profile page
3-3
gadgets
Pulse Locator search interface
Vocabulary page
2-5
6-4
managing
Cisco Unified Presence, availability icons
Click-to-Collaborate features
Click-to-Call
Click-to-Email
Interaction
5-22
5-21
5-19
5-11, 5-12
Profile
2-11
2-13 to 2-26
2-6
Tag Navigator
2-8, 4-2, 4-5
conventions used
elements
4-7
4-6
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IN-1
Index
profile tag, adding
4-9
tag status, changing
Top Contributors
N
4-16
navigational tabs
2-9
NetPulse
5-11
normalization
H
Home page
2-4
2-26
6-2
O
customizing
adding a gadget
overview, Cisco Pulse
2-13
deleting a gadget
1-1
2-24
maximizing a gadget
2-19
minimizing a gadget
2-21
moving a gadget
2-22
P
privacy
options, Cisco Pulse users
policy
I
2-2
Profile gadget
Interaction gadget
managing
adding
2-8, 3-8, 4-2
adding
3-8, 3-29, 4-3
4-9, 4-13
public profiles
credentials, areas of expertise
4-10
editing
elements
full
2-2
logging out
mini
2-28
3-29
3-3
education
L
logging in
3-8, 3-29, 4-3
4-10
profile tags
K
adding
2-13 to 2-26
profile keywords
2-13 to 2-26
keywords, profile
2-6
managing
2-11
3-8
3-22 to 3-25
3-5
3-5
3-5
Most Recent Profile Tags
3-15
preferred contact method, configuring
M
privacy, controlling
Most Recent Profile Tags
My Tags page
elements
3-15
related links
4-19
profile tags, adding
4-13
3-8
Pulse Locator search results, accessing from
Pulse tag, adding
3-30, 4-17
3-10 to 3-15
5-17
3-17
3-25 to 3-28
tags, viewing
3-16
understanding
3-1
work experiences
Pulse Collect Engine
Pulse Connect Engine
3-19 to 3-22
1-1
1-1
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IN-2
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Index
Pulse Index
5-6
R
Pulse Locator
feature summary
related links, profile
1-1
Pulse Vocabulary, interaction with
5-2
3-25 to 3-28
Restricted Vocabulary
downloading
search
6-3
6-8
parameters
5-1
email notifications, changes
performing
5-3
viewing
public profiles
6-7
5-6
Pulse Index
5-6
search interface
2-5
S
search results
schedule a meeting feature
availability icons
Click-to-Call
Click-to-Email
T
5-21
5-23
Click-to-WebEx
Tag Navigator gadget
5-25
conventions used
description
5-10
elements
documents
5-32
managing
2-8, 4-2, 4-5
4-7
4-6
2-13 to 2-26
elements
5-7
profile tag, adding
NetPulse
5-11
tag status, changing
profiles, full and mini
refining
5-17
tags
5-13 to 5-17
schedule a meeting
videos
4-16
2-8, 3-8, 4-2
adding
Pulse
tags
4-9
4-1
profile
5-26
5-29
4-9, 4-13
2-8, 4-1
adding to profile
searching on
4-22
changing status
search results, influencing
4-3
terms and synonyms, suggesting
Pulse tags
5-3
3-17, 4-10
status, changing
4-14, 4-15, 4-16, 4-17
term groupings
viewing
6-7
related terms
Top Contributors gadget
managing
4-4
4-7
6-8
6-3
4-3
3-16, 3-30, 4-5 to 4-8, 4-17
term groupings
5-2, 6-2
2-9
2-13 to 2-26
6-2
5-2, 6-2
terms and synonyms, suggesting
viewing
4-22
Pulse Locator search results, influencing
1-1, 6-1
email notifications, changes
normalization
4-14, 4-15, 4-16, 4-17
special characters, supported
adding to profile
downloading
3-17, 4-10
Pulse Locator search, performing
2-8, 4-1
Pulse Vocabulary
5-26
5-11, 5-12
5-22
Click-to-IM
6-3
6-2
V
videos, Pulse Locator search results
5-29
Cisco Pulse User Guide
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IN-3
Index
vocabularies
Pulse
1-1, 6-1
downloading
6-8
email notifications, changes
normalization
6-3
6-2
term groupings
5-2, 6-2
terms and synonyms, suggesting
viewing
Restricted
6-2
6-7
6-3
downloading
6-8
email notifications, changes
viewing
6-3
6-7
Vocabulary page
elements
6-4, 6-5
vocabularies
downloading
viewing
6-8
6-7
W
work experiences, profile
3-19 to 3-22
Cisco Pulse User Guide
IN-4
OL-20215-02

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