welcome to the minnesota sharepoint user group. quick intro announcements personalization in...
TRANSCRIPT
• Quick Intro
• Announcements
• Personalization in SharePoint
• Configuring User Profiles
• Configuring Audiences
• My Site
• My Site Web parts
• Links / News for you
• Q & A
Agenda
• Inetium (www.inetium.com)
• Twin Cites based Microsoft consulting company
• Microsoft Gold Certified Partner
• Practice Area focused on Information Worker Technologies
• New Horizons – Minnesota (www.newhorizonsmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
• Microsoft (www.microsoft.com)
• I’m guessing you’ve heard of them
Introductions – MNSPUG Sponsors
Build a local community focused on Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions
User Group Goal / Objectives
• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
www.sharepointmn.com
www.sharepointmn.com
• August Meeting
• August 10th 9:00 AM to 11:00 AM
• Microsoft’s Bloomington Office
• Topic: Deploying a Medium Server Farm – Bill English of MindSharp
• September Meeting
• September 14th 9:00 AM to 11:00 AM
• Microsoft’s Bloomington Office
• Topic: ISV Showcase – FileNet, BrightWork and Sybari
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:00 am
• Microsoft’s Bloomington Office
Upcoming Schedule
• What features / enhancements do you want in the next version of SharePoint?
• Workflow?
• Better auditing features?
• Offline capabilities?
• Improved backup / restore?
• Others?
• Be heard … we will be compiling the responses and sending them directly to Microsoft
New Survey at www.sharepointmn.com
• Creating a personal experience for the user – SharePoint knows who you are
• Providing relevant information for the user
• Most of the personalization is done via the SharePoint Portal Site Settings under User Profiles, Audiences, and Personal Sites
What is Personalization?
• Profile of users in SharePoint
• Used heavily in personalization
• Provides a number of different attributes about each user
• Name
• Department
• Etc.
• Allows other users to search for and find other people in the organization
• User can customize their information via their My Site
User Profiles in SharePoint
• Leverage Active Directory (AD) to create and maintain user profile information
• SharePoint Portal Server provides an AD import process
• Import process can be scheduled
• Full or incremental imports
• User Profiles in SharePoint are a copy of the information in AD, not dynamically linked
• User Profiles properties can be mapped to properties in AD
• Additional properties can be added into User Profiles that don’t exist in AD
Importing Active Directory info into User Profiles
• Located at [Portal Site] >> Site Settings >> Manage Profile Database >> Configure Profile Import
• Need to specify an account
• Scheduled on a full or incremental basis
• Daily, Weekly, Monthly
Configuring User Profile Import
• Located at [Portal Site] >> Site Settings >> Manage Profile Database >> View Profile Properties
• Add new properties
• Map properties to Active Directory
• Determine if public or private
• Determine if can be edited by user or not
• Determine if displayed on user profile page
Managing User Profile Properties
• Located at [Portal Site] >> Site Settings >> Manage Profile Database >> Add User Profile
• Can be used if not using Active Directory
• More difficult to maintain
Adding a User Profile Manually
• If you delete a user profile in SharePoint, it will be recreated during the next import
• If you delete an account in Active Directory the user profile will be marked as deleted – still need to manually delete the user profile
• Deleting a user profile does not delete the My Site for that user
Deleting User Profiles
• Only available in SharePoint Portal Server 2003
• Provide a mechanism for targeting content in SharePoint to user
• Used to push info to users, not considered a security mechanism
• Membership can be determined based on
• Windows 2003 Security Group
• User profile public properties
• Distribution List
• Reporting structure
• Users must be imported into the profile database to be available for membership in an audience
What are SharePoint Audiences?
• Located at [Portal Site] >> Site Settings >> Manage Audiences
• Create new audience
• View audiences
• Define the schedule for compiling the audience
• Manually compile the audience
Managing Audiences
• Located at [Portal Site] >> Site Settings >> Manage Audiences >> Create Audience
• Name the audience
• Identify the rules that define the audience
• User [reports under]
• User [member of]
• User Profile Property
• Satisfy all or any rules
Setting up a New Audience
• Located at [Portal Site] >> Site Settings >> Manage Audiences >> Start Compilation / Specify compilation schedule
• Builds the membership of the audience based on the rules identified
• Can be scheduled
• If using profile import, schedule after that completes
Compiling the Audience
• Located at [Portal Site] >> Site Settings >> Manage Audiences >> [Select audience] >> View Membership
• Displays all members of the audience based on rules that have been established
Audience Membership
• Ideal for multiple portal sites
• Shared Services
• user profiles
• audiences
• search
• alerts
• single sign-on for other portal sites
Shared Services in SharePoint Portal Server
• Multiple content types can be published to audiences
• Documents
• News
• Listings
• Web Parts
Publishing Content to an Audience
• Personalization in SharePoint
• My Site Overview
• My Site Web parts
• Audience-specific Web Parts
• Aggregation Web Parts
• General Personalization
• Audience Targeting in Portal
• Personal Views in Portal/WSS
• Leveraging Profile Data in Custom Apps and Web Parts
Agenda (2nd Half)
• Your Collaborative Workspace and Public View of your Profile
• Views
• Public – Always Exists
• Private – Automatically Created
My Site
My Site – Public View• Your public presence on the Portal
• User Profile Information
• “Shared” Content
• Profile Management
• Exists for every Profile
My Site – Profile Management
Editable/Viewable Properties are defined and extended by portal administrator
• Collaborative Workspace
• General Web Parts
• Personalized Web Parts
• Lists/Libraries/Sites
• Pages
• Enhanced WSS Site
• Indexed by Portal
My Site – Private View
• Page
• Manage alerts
• Add and share links
• View targeted news and links
• Add and modify Web Parts
• Requires: Use Personal Features Permission
My Site – Personal Page vs Personal Site
• Site
• Create/Customize Lists/Libraries
• Create/Customize Sites/Workspaces
• Requires: Create Personal Site Permission
• Shared View vs Personal View
• Adminstrators manage Personal Sites through the Profile Management page
• Quotas – Personal Site Quota (Default 100 MB)
My Site – Administration
• Links for You
• Targeted Links using Audience Membership
• News for You
• Targeted News using Audience Membership
My Site Audience Web Parts
Web Part Personal View• Limited Property Set
• No Management of Links
• No Management of Display
Links for You – Personal vs Shared Properties
Web Part Shared View• Property changes apply to ALL users’ My Sites
• Still No Management of Links
• Management of Display
• Key Properties:
• Display Template (i.e. Minimum, Compact, Expanded…)
• Group By (i.e. Audience, Group…)
• Display Columns
• Highlights Visibility (i.e. All, Highlights…)
Links for You – Personal vs Shared Properties
• Portal Administrators (Manage Portal Site right)
• Accessible from:
• Site Settings Manage Targeted Links on My Site
• Target Portal and Non-Portal Links to Audiences
Links for You – Administration
The same Personal/Shared Properties exist for News for You as they did with Links for You
• Key Property Difference:
• Current Area Override
• Specify what Area should act as the “Anchor”
• Not limited to just News!
• Can display any Targeted “Listing”
News for You – Personal vs Shared Properties
• Portal Administrators (Manage Portal Site right)
• Accessible from:
• Any Area (News by default) Manage Content Portal Listings
• Target Listings and News Items to Audiences
News for You – Administration
• My Alerts Summary
• Aggregation and Management of all Portal Alerts
• My Links Summary
• Aggregation and Management of all Links collected
My Site Aggregation Web Parts
• Aggregation of all Portal Alerts to which you have Subscribed
• Does not include WSS Alerts
My Alerts Summary
• Most “objects” in Portal allow for Subscriptions
• Searches
• Lists/Libraries
• List Items/Documents/Folders
• Areas
• People
My Alerts Summary – Subscriptions
• Aggregation of all Links that you have added while browsing Portal and WSS Sites “connected” to the Portal.
My Links Summary
• Each web part can be targeted to one or more audiences
• Not a security mechanism
Portal Pages - Targeted Content
• Requires appropriate Permissions
• Shared View vs Personal View similar to Shared/Personal view of My Site
• In Portal, Personal View Requires Modification of Template. In WSS it is enabled by default.
<WebPartPages:WebPartZone…
AllowPersonalization=“[true/false]”
Portal/WSS Pages – Shared vs Personalized Views
• Web Parts using the object model (i.e. personalization in web parts)
• Namespace: Microsoft.SharePoint.Portal.UserProfilesUserProfileManager manager = new UserProfileManager(PortalContext.Current);
UserProfile userProfile = manager.GetUserProfile(“inetium\emau”);
• Web Parts using the web service (i.e. Custom Applications)
• http://[PORTAL_URL_HERE]/_vti_bin/userprofileservice.asmx
Leveraging SharePoint Profile Data
• Microsoft
• Customizing Personal Sites in SharePoint Portal Server 2003 (http://www.microsoft.com/technet/prodtechnol/office/sps2003/maintain/custsite.mspx)
Resources