Is your data in Synch or in the sink (as in down the drain)?

When it works, it’s a marvelous thing. When it doesn’t it is painful.

That was my observation this week after losing several hours of creative work that originated on my iPad and was supposed to be synched to the cloud. Somewhere between my iPad and the cumulus digitus, my files got zapped. Perhaps it was a cruel joke Apple was playing on me for daring to use a Microsoft (One Note) application on an Apple device, the iPad.

The cause was more likely the result of not following my own advice. Attempting to create content on a consumer endpoint (iPad) rather than a robust workstation did not turn out well.  Although the same thing can happen on a workstation, automatic backups make recovery possible. Not so in my case.

Do you face challenges sharing your files between end different end points and end users? It can be challenging, but once you master the process, it is very useful. Here are a few things you might want to think about.

•  Decide how you will create original documents
• Settle on a file format that is platform independent
• Use infrastructure that is device neutral
• Synchronize your programs automatically (or semi-automatically)

Let’s consider a scenario to demonstrate how this works:

 

Suppose you have documents that you need to diagram, outline, or notate, then share. This is common in the classroom where a teacher creates a lesson plan document, marks it up during a lecture, then posts the document online for students to review.

 

This is not so simple to do on your laptop or desktop (PC or Mac) alone. However, with an iPad or tablet and the right application, it’s a cinch. The problem is that much of the resources, in the form of documents, photo stock, spreadsheets, etc. exist on your laptop/desktop during the creative process; where typing text, inserting tables, or adding photos is a snap. Yet presenting that document during a lecture often means using another medium, such as an overhead or smartboard, where it is not easy to capture the doodles, drawings, diagrams, or annotations on the original document.

 

So the challenge is moving your creative work through its various stages; from your PC, to your iPad or tablet, while retaining the ability to access it on both, plus a web browser for sharing.

 

If you are simply copying an existing document, this is pretty straightforward. But that may not provide you the personalized original document you need. And it really doesn’t matter, because it is the same process described below, with a few steps taken out.

 

So let’s apply the four principles above to our scenario and see how this works:

 

Decide how you will create original documents

 

I start with Microsoft One Note as my creative solution on the desktop. It is a very clever program included in Office Professional and now part of Office 365 Web Apps. Within One note, you can clip articles, snip website pages, insert photos and notate with text on the location of my choice on the page. You can also create tables on the fly if you need to do spreadsheet-like calculations. And while you are at it, embed your video, audio, or other links.

 

One Note is truly an amazing program for organizing stuff in an electronic document on a PC or Mac. You may have another favorite or a program more oriented to the subject matter you teach. But I have not found an equivalent for doing this creative work on the iPad. While great at displaying content, the iPad is very limited with respect to creating original content.

 

Settle on a file format that is platform independent

 

Next I save my document in Adobe’s Portable Document Format. A .pdf is so common now that many don’t realize it originated as the output of Adobe Acrobat, a very powerful program used to manage documents with advanced features to transport, distribute, secure, sign, certify and otherwise manage digital documents.

 

Most of the advanced features in a .pdf are not necessary in the classroom, but the ability to create .pdf’s (as opposed to just reading them) has always been a bit challenging, due to licensing issues with Adobe – the creators of the .pdf standard. You can find an unlimited number of free readers on the internet, but you almost always have to pay (in one way or another) for software to create a .pdf.

 

The benefit of using a .pdf is the ability to view it on virtually any platform and device. Desktop, laptop, PC, Mac, Linux, iPad, iPhone, Android, Kindle, etc. you name a digital device and it reads a .pdf. And all kinds of websites, ftp sites, sharing services, etc., also accommodate .pdf’s.

And backing up one step, the reason I use One Note is that along with its versatility, it (like all Microsoft Office Programs) contains a “Save As” option that includes an option to save the document in a .pdf file format.

 

Use infrastructure that is device neutral

 

Once you have successfully created your document and placed it into a .pdf format, you’ll need to decide where to store it. The variety of choices in this step are mind boggling due to the sheer number of options presented in various apps available for endpoint devices, so be careful. Storing the documents is only one aspect of this process. The capacity to share, download, tag and find, and manage lifecycle or archiving are also important considerations.

 

I am not writing this article oblivious to Drop Box and Evernote, I use both. And you may know of others, there are some very clever apps and programs out there, but my platform of choice is SharePoint. The reason is simple. It is an enterprise level program with deep integration into my organization as a whole and provides a number of other important benefits aside from our discussion here.

 

SharePoint’s adoption is evident in most programs designed to synchronize your data. Just look in the setup menu and you will almost always have an option to save to a SharePoint (or WebDAV) site.

Bottom line is that SharePoint is very compatible with the other steps outlined here. And for users that are not inclined to try every new gadget program out there or are a bit technically challenged, SharePoint is very easy to use. It looks just like another folder on My Computer and saving to it is very much like saving a document to the My Documents folder.

 

Synchronize your programs automatically (or semi-automatically)

 

The final step in this document creation and display journey may very well take you back to your iPad which is synched to the cloud through one of the many clever .pdf programs. Otherwise use your desktop or laptop or tablet or smart phone or kindle, or… you get the picture. Synch your data and share it with others in your world.

 

If you choose the iPad, you’ll need a good .pdf program. Take your pick, there are dozen’s. I Like PDF Expert (by Readdle)  where I can doodle, highlight, draw circles, boxes and arrows and do all sorts of hands on notation of the document while I am lecturing from it. And with the right app, I can connect my iPad to an overhead projector or share it on a smart board for all to enjoy.

 

When my presentation is done, my document is automatically synched to the SharePoint cloud and available to the groups and individuals with whom you have shared it. And if you make changes to the document, they are available on all the endpoints.

 

Summary

 

What happened to me turned out to be failing to follow my own advice, although in fairness it wasn’t really advice if I had not yet advised it as such.  No matter, the lessons I learned have helped me to more effective. I hope you will find the ideas useful.

 

Decide upon the program you will use to create your specific content and ensure that it will allow you to "Save As" or export to .pdf. Use a .pdf document as the medium of transporting and sharing. Manage the .pdf on Sharepoint, and take advantage of any automatic synchronization of the documents.

 

Don’t feel like a dummy if you can’t figure out how to make this work on the first go around. There are a number of steps involved. But if you routinely create, share, modify, and archive documents in the process of instruction. These ideas should work for you.

 

Let us know if you other useful ideas.

How "Skype Me" is becoming "Lync Me"!

I do my fair share of international travel and am reminded, from time to time, that there are still countries where it costs an arm and both legs to make a long distance telephone call. In fact, it dawned on me the other day that I have enough grey in my hair to recall when making a long distance call in the good old US of A was quite expensive. My, how times have changed with the deregulation of telecom.

One of the most popular services evolving as a result of inexpensive computers and more widely available internet is Skype. Worldwide there are over 170 million users (2011). The reason is pretty simple, Skype provides the ability to communicate anywhere there was internet for free (to another Skype user) or for nearly free to a non Skype user/device.

So what does that have to do with your local charter school? You may be surprised!

Microsoft acquired Skype in 2011 and while I don’t pretend to understand their strategic reasons in doing so, I do understand the Skype like solution they now offer as a core component of Office 365 for Education. It is called Lync 2010, soon to be Lync 2013, and is very cool!

The power of Lync is not the ability to use it as a phone system, although it is equal to or better than Skype in this regard. The real power of Lync is the clever array of additional communication capabilities it provides. And whether you are across campus, across town, or on the other side of the world, you will come to find these features indispensable.

There are four core features in Lync 2010. However, before you can fully appreciate these features, you must understand how “presence” dramatically enhances these features. Presence is the simple but powerful color coding next to your name (and photo if you desire) that designates your availability to engage in communication and guides your associates to the most appropriate form of communicating with you.

Think of presence as a virtual “Do Not Disturb” sign posted on your office door. One that changes to “Available” automatically, to “Away” if your keyboard is idle for predetermined amount of time, and it reads your Outlook Calendar, automatically setting your presence based upon meetings listed there.

We communicate in fundamentally different ways when we understand the availability of our intended audience. Presence in Lync will help your associates communicate with you more effectively.

Now let’s look at the four core features of Lync, one by one, to evaluate the potential to improve your communication capability. The features are:

1. Instant Messaging
2. Resource Sharing
3. Video Conferencing
4. Telephony

Instant Messaging

 

At first glance, Lync 2010 looks like another desktop application resembling Yahoo, MSN, or Gmail text messaging systems. Whoopee…

 

Not so fast…

 

Lync has way more capabilities just in the instant messaging department. First of all it has presence indicators that include more than a mere “online” or “offline”. Presence indications include, Available, Busy, Do Not Disturb, Be Right Back, Off Work, and Appear Away, all in context of “where I am today” displayed in your associates Lync window.

 

Instant messaging on your desktop is an indispensable tool for the classroom, especially when most schools declare classrooms as cell phone free zones, to avoid constant interruption. But by using Lync your staff can abide by the rules and IM their associates, family, and friends – all from their desktop.

 

Other Instant Messaging features include message transcripts for archiving, automatic message forwarding to email, and non-delivery notification. You can also record any Lync session for review later.

 

The new version of Lync 2013, will be integrated with all of the major social media platforms (if enabled) and in doing so can serve as the collection point for all of those important conversations.

 

Try doing all of that with Google or Yahoo messaging! 

 

Resource Sharing

 

Lync allows you to share resources with members of your team one at a time or many at a time. By resources, I mean documents, programs, or your entire desktop view. This provides a very useful teaching and collaboration platform.

 

Assume for a moment that you have a document on your desktop that you wish to show a team member. With link, you can send a document directly to anothers desktop, share a view of the document by extending your view to another, or you can share your entire desktop with another user or group of users. And you can give control of the remote user to manipulate that document, such as editing it, notating it, or working collectively on it.

 

The possibilities are endless and can extend outside of the school to students or parents as well. Indeed, the free Live@EDU services for students, is now powered by Office 365 for Education.

 

Video Conferencing

 

This feature blows my mind and if it was the sole capability of Lync 2010, it would be worth it. Oh, I keep forgetting it is free!

 

Full on video conferencing systems can be very expensive. But with a $20.00 web camera and a set of speakers, you can turn an ordinary PC into a video conferencing platform. And it requires no advance setup, notification, or subscription. Just click on a user from your list, and then click the video button and the rest is taken care of by Lync.

 

Those of you who spent $20,000 on HD video systems, don’t worry. Lync is engineered with most of the popular high definition video systems in mind, and for good reason. For professional quality video presentation, a $20.00 webcam simply won’t cut it, but Lync is very versatile and capable of handling that high definition system as well as simple webcam sessions. And the new version of Lync 2013 adds new features to video conferencing to accommodate the best possible video signal on each device.

 

On either end of the spectrum and all point in between, Lync is an excellent platform for video conferencing. Video conferencing brings a whole new level to interactions with team members and is an essential part of content delivery for the classroom.

 

Telephony

 

Although Lync can be configured as the complete public phone system for your school, that requires an on premise server and significant configuration. For schools with existing phone systems this may not be practical, but for new schools it can be a very good choice.

 

However, in a default installation, Lync is a VoIP (Voice Over Internet Phone) system that connects all of your team members (both in and out of the physical building). Call quality is very good (used Skype lately?) and again, it requires no advance setup or configuration, it works right out of the box.

The clever thing about telephony in Lync is that you don’t need to know a users phone number.

 

Simply use the search box to locate team members and click on the telephone icon. Lync rings your team member and notifies them of an inbound call. And feel free to add others to the call, it costs the same! (still free)

 

Summary

 

Lync, a component of Office 365 for Education, is a messaging and resource sharing system. It provides a connection between you and your team members allowing you to communicate real time, share documents, presentations, or complete desktops. It delivers video to your desktop either from a meeting or as a video call. It can make and receive telephone calls right to your device. And it is available on all endpoints with a browser or as an app for iOS and Android.

 

“Lync Me” certainly makes more sense in the school than “Skype Me”, give it some serious consideration.

Mind Your Manners - Use a distribution list!

One of my pet peeves is receiving an email message that contains dozens and dozens of email addresses  in the “CC”, or worse the “To” field. Sometimes the list of name is far longer than the actual message sent.  This has long been considered poor etiquette in the world of email communication, but continues to happen frequently.

The primary reason this is a no-no, aside from annoyance of format, is security. While everyone on your list is happy (presumably) to receive email from you, they may not wish to disclose their private email address to everyone else you are including. You should think twice about doing this.

So how do you send a single email message that is personally addressed, yet delivered simultaneously to a group of intended recipients, without recreating the message over and over for each recipient?  You do so through the use of a distribution list.

Distribution lists have been around for many years and found within most email systems. The idea is simple enough. You build a list of recipients in an administrative interface of some sort, you give that list a name, and create an email address associated with it. Unfortunately, there are many systems that only go this far, which is well short of the features you will need to use distribution lists successfully.

In order to fully enjoy the power of a distribution list, you need to have a few controls in place to manage it, otherwise your distribution list can become an annoyance unto itself.  Here are four things your distribution list should be capable of doing, to keep your recipients happy:

 

Private/Public access control.

 

The only thing a Spammer likes better than a valid email address, is an email that feeds a valid distribution list. Imagine their joy knowing that Viagra add gets replicated automatically through your distribution list. So be sure your distribution list has the capability of restricting email messages if the list becomes compromised. One way of doing this is a Public vs. Private setting, which restricts access to only  those individuals found on the list. I other words you should be able to make the list private, if necessary.

 

Blacklisting or White listing  

 

Occasionally your distribution list gets hijacked by one individual with an agenda. While shutting down the entire list (by making it private) is possible, you may not want to limit communication in this manner.  Be sure your distribution list capability includes the feature of adding senders to a black (disallowed) list. This will help ensure the integrity of your list, while keeping it accessible to the public at large.

 

On the other side of this scenario is a distribution list to which a user must subscribe. This is called white listing. By using an approved list of senders, such as parents in committees or volunteer capacity. You could create a large, but manageable directory of approved senders to your distribution list.

 

Moderating or Approving

 

As your distribution list grows in size or importance, you may want to ensure that each message is approved for distribution. This might be useful when conversing about sensitive subjects. This is different than white listing in that you approve specific message content as opposed to specific senders.

 

Ensure your distribution list has the capacity to require approval before messages are sent. Recognize that some view message approval as censorship - so be careful out there.

 

Message Addressing

 

One last requirement of your distribution list is message addressing. Although I have not seen this issue for some time, I have seen messages from distribution lists that displays the distribution list email address as the sender, such that your reply is automatically re-distributed. Don't go there!

 

If you want to create as self-induced  SPAM event in your organization, try using a distribution list with this deficiency. You will quickly overwhelm everyone’s inbox in a matter of a few replies. And it will be nearly impossible to follow the conversation.

 

A sophisticated distribution list system will display the original sender’s email address as the Sender, not the distribution list per se. And your reply to the original sender would not then be distributed to all on the distribution list. This is an important feature!

 

Summary

 

Distribution lists are great tools to expedite email communication to a predefined set of recipients.  This is particularly true if the messaging is primarily in one direction. Verify the email system you are using is capable of the above features. Ensure the capability to exercise administrative oversight of message traffic, then enjoy the few extra minutes each day gained from not having to select a dozen or more recipients from your contact list each time you wish to send an email to your favorite group.