2. Programmatically Profiling Users, Personalising UI, And Targeting Content To Audiences Joseph Mortimer Solutions Architect joseph_mortimer@data3.com.au May 15th & 16th, 2007 Sydney, Australia

3. Agenda Intro to Personalisation Overview Demo scenarios –Personalising User Experience –Importing Profiles from LOB applications –Using Rich People Information Key Take-Aways

4. What is Personalisation?

5. Overview – Profile Store Screen Shot of Profile Admin site

6. Image of a filter – or my coloured goggles to emphasis targeting this to me.

7. It’s all about ME

8. Personalising User Experience Lets build a personalised portal Spec –Personalise “Issues” for a customers projects –Show Me “My Issues” for a customer Task: Personalise “Issues List” –Use OOTB Functionality –Use Content Query Web Part –Target To Audience

9. Audiences and Targeting

10. Personalised Portal ………………………………………….. ……………………………………….. Customise the Content Query Web Part

11. Best Practices and Further Work Use Audience OM to get user roles. Use web part connections to transfer user identity or user properties. Create links to other LOB systems using BDC.

12. Using Social Networking Find a good image of networking, e.g business lunch or drinks, conferences etc

13. Add shot of Data#3 networking from Staff net

14. Importing Profiles from LOB applications Spec –Import Information from the external HR system Task –Create the BDC to the LOB application –Configure Profile Import to use BDC data

15. Importing Profiles from LOB applications

16. External User Profiles Steps –Create the BDC –Create a new Profile Property –Import Data

17. Best Practices and Further Work Honour Permissions of external systems Build a comprehensive user profile Use the new properties for personalisation of content

18. Using Rich Presence Information

19. Rich Presence Task –Create Rich Presence Web Part –Use New User Profile Property –Embed JS for IM “gumdrop”

20. Adding Rich Presence

21. Rich Presence if (userProfile["Rego"].Value != null) { rego = " Rego: " + userProfile["Rego"].Value.ToString(); } userWithPresence += string.Format(" " + "<img name=\"imnmark\" onload=\"IMNRC('{0}');\"" + "ShowOfflinePawn=\"1\"" + "src=\"/_layouts/images/imnhdr.gif\"" + "style=\"height:12px;width:12px;border-width:0px;\" />" + " " + " {2} {0} ", rego, userProfile.PublicUrl.AbsoluteUri, userProfile["PreferredName"].Value);

22. Key Take-Aways Personalise Information where appropriate by leveraging assets in Office Server –Profiles, Privacy, Targeting, Social Network, Rollups, MySite Role based targeting is the first step –Preferences of user, determined by org. hierarchy or business role, using business data Show Rich and Relevant information about a Person –Show picture, IM/Call menu, Free/Busy, MySite profile Going beyond targeting of content –New and exciting scenarios are possible with social networks, people search, rollup

23. Questions?