Welcome to the Minnesota SharePoint User Group

1. Welcome to the Minnesota SharePoint User Group

2. Agenda • Quick Intro • Announcements • Personalization in SharePoint • Configuring User Profiles • Configuring Audiences • My Site • My Site Web parts • Links / News for you • Q & A

3. Introductions – MNSPUG Sponsors • 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

4. User Group Goal / Objectives • 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

5. www.sharepointmn.com • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations www.sharepointmn.com

6. Upcoming Schedule • 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

7. New Survey at www.sharepointmn.com • 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

8. Personalization in SharePoint

9. What is Personalization? • 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

10. User Profiles in SharePoint • 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

11. Importing Active Directory info into User Profiles • 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

12. Configuring User Profile Import • 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

13. Managing User Profile Properties • 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

14. Adding a User Profile Manually • Located at [Portal Site] >> Site Settings >> Manage Profile Database >> Add User Profile • Can be used if not using Active Directory • More difficult to maintain

15. Deleting User Profiles • 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

16. Demo User Profiles and Active Directory

17. What are SharePoint Audiences? • 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

18. Managing 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

19. Setting up a New Audience • 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

20. Compiling the 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

21. Audience Membership • 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

22. Shared Services in SharePoint Portal Server • Ideal for multiple portal sites • Shared Services • user profiles • audiences • search • alerts • single sign-on for other portal sites

23. Publishing Content to an Audience • Multiple content types can be published to audiences • Documents • News • Listings • Web Parts

24. Demo Configuring Audiences

25. Agenda (2nd Half) • 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

26. My Site • Your Collaborative Workspace and Public View of your Profile • Views • Public – Always Exists • Private – Automatically Created

27. My Site – Public View • Your public presence on the Portal • User Profile Information • “Shared” Content • Profile Management • Exists for every Profile

28. My Site – Profile Management • Editable/Viewable Properties are defined and extended by portal administrator

29. My Site – Private View • Collaborative Workspace • General Web Parts • Personalized Web Parts • Lists/Libraries/Sites • Pages • Enhanced WSS Site • Indexed by Portal

30. My Site – Personal Page vs Personal Site • Page • Manage alerts • Add and share links • View targeted news and links • Add and modify Web Parts • Requires: Use Personal Features Permission • Site • Create/Customize Lists/Libraries • Create/Customize Sites/Workspaces • Requires: Create Personal Site Permission

31. My Site – Administration • Shared View vs Personal View • Adminstrators manage Personal Sites through the Profile Management page • Quotas – Personal Site Quota (Default 100 MB)

32. My Site Audience Web Parts • Links for You • Targeted Links using Audience Membership • News for You • Targeted News using Audience Membership

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

34. Links for You – Personal vs Shared Properties • Web Part Personal View • Limited Property Set • No Management of Links • No Management of Display

35. 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…)

36. Links for You – Administration • Portal Administrators (Manage Portal Site right) • Accessible from: • Site Settings  Manage Targeted Links on My Site • Target Portal and Non-Portal Links to Audiences

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

38. News for You – Personal vs Shared Properties • 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”

39. News for You – Administration • Portal Administrators (Manage Portal Site right) • Accessible from: • Any Area (News by default)  Manage Content  Portal Listings • Target Listings and News Items to Audiences

40. Demo My Site Public/Private Views Audience Web Parts Management

41. My Site Aggregation Web Parts • My Alerts Summary • Aggregation and Management of all Portal Alerts • My Links Summary • Aggregation and Management of all Links collected

42. My Alerts Summary • Aggregation of all Portal Alerts to which you have Subscribed • Does not include WSS Alerts

43. My Alerts Summary – Subscriptions • Most “objects” in Portal allow for Subscriptions • Searches • Lists/Libraries • List Items/Documents/Folders • Areas • People

44. My Alerts Summary – Management • Management/History available from My Site

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

46. My Alerts – Management in Outlook • WSS And Portal Alerts are Managed in Outlook

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

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

49. Demo My Site Aggregation Web Parts Office Integration

50. Portal Pages - Targeted Content • Each web part can be targeted to one or more audiences • Not a security mechanism