Welcome to the Minnesota SharePoint User Group

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 ( Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft ( 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

August Meeting August 10 th 9:00 AM to 11:00 AM Microsoft’s Bloomington Office Topic: Deploying a Medium Server Farm – Bill English of MindSharp September Meeting September 14 th 9:00 AM to 11:00 AM Microsoft’s Bloomington Office Topic: ISV Showcase – FileNet, BrightWork and Sybari Ongoing Schedule 2 nd 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

Personalization in SharePoint

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

Demo User Profiles and Active Directory

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

Demo Configuring Audiences

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 (2 nd 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

Aggregation of all Links targeted based on your Audience Membership Links for You

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

Aggregation of all News Items targeted based on your Audience Membership News for You

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

Demo My Site Public/Private Views Audience Web Parts Management

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

Management/History available from My Site My Alerts Summary – Management

WSS And Portal Alerts are Aggregated in Outlook (Office 2003) My Alerts – Management in Outlook

WSS And Portal Alerts are Managed in Outlook My Alerts – Management in Outlook

Aggregation of all Links that you have added while browsing Portal and WSS Sites “connected” to the Portal. My Links Summary

Links can be Managed, Grouped, and Shared within My Site My Links Summary – Management

Demo My Site Aggregation Web Parts Office Integration

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.UserProfiles UserProfileManager manager = new UserProfileManager(PortalContext.Current); UserProfile userProfile = manager.GetUserProfile(“inetium\emau”); Web Parts using the web service (i.e. Custom Applications) Leveraging SharePoint Profile Data

Microsoft Customizing Personal Sites in SharePoint Portal Server 2003 ( Resources

Q & A