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SharePoint My Site 101


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The slides from a presentation that I gave at one of our SharePoint study group meetings on MySite and Personalization sites.

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SharePoint My Site 101

  1. 1. Introduction to My Site Robert Wuhrman
  2. 2. My Site Your Home Drive and Desktop on Steroids <ul><li>Personalization </li></ul><ul><li>Document Storage </li></ul><ul><li>Quick Access to Workspaces </li></ul><ul><li>Public and Private Views </li></ul><ul><li>Social Networking </li></ul><ul><li>Organizational Structure and Relationships </li></ul><ul><li>Office Integration </li></ul><ul><li>Web Part Customization </li></ul>
  3. 3. Improvements to MySite <ul><li>Privacy Controls Enable User to Toggle Permissions </li></ul><ul><ul><li>Manager </li></ul></ul><ul><ul><li>Colleagues </li></ul></ul><ul><ul><li>Everyone </li></ul></ul><ul><li>Multi-Language Capability </li></ul><ul><ul><li>Must have language packs installed on server </li></ul></ul><ul><ul><li>Must enable permission in SSP </li></ul></ul><ul><li>Public Site is Greatly Improved </li></ul><ul><li>Better Set of Out of the Box Web Parts </li></ul><ul><ul><li>RSS Reader </li></ul></ul><ul><ul><li>SharePoint Sites </li></ul></ul><ul><ul><li>Exchange Calendar </li></ul></ul><ul><ul><li>Colleagues </li></ul></ul>
  4. 4. Creating MySite <ul><li>MySite is a Site Collection </li></ul><ul><li>Non-collaborative version created when profile is imported </li></ul><ul><li>Fully Collaborative Site Collection created when you first visit your MySite </li></ul><ul><li>Prompted to set as default Office site </li></ul><ul><ul><li>Enables you to more easily save files to MySite </li></ul></ul><ul><ul><li>Sets a registry value </li></ul></ul><ul><ul><li>Written to AD </li></ul></ul>
  5. 5. My Site
  6. 6. Document Storage <ul><li>MySite is a SharePoint Site Collection </li></ul><ul><ul><li>Store documents as with any other site collection </li></ul></ul><ul><ul><li>Save directly to your MySite from the Office UI </li></ul></ul><ul><ul><li>Map a drive directly to a MySite Library. (WebDAV) </li></ul></ul>
  7. 7. Public MySite <ul><li>Everyone sees your public view </li></ul><ul><li>person.aspx drives the content for public view </li></ul><ul><ul><li>Shared by ALL users </li></ul></ul><ul><ul><li> </li></ul></ul><ul><ul><li>If admin makes a change to person.aspx, then it changes for everyone. </li></ul></ul>
  8. 8. Colleagues <ul><li>Added automatically as a part of the MySite creation based on Organizational Structure compiled from AD </li></ul><ul><li>Add additional Colleagues through Manage Colleagues </li></ul><ul><ul><li>Determine Relationship Through Groups and Assign Permissions to Groups </li></ul></ul><ul><li>Colleague Alerts - Show only colleagues with changes </li></ul>
  9. 9. Membership <ul><li>Populated from AD and SharePoint Sites </li></ul><ul><li>Visibility of memberships can be throttled through Manage Memberships link </li></ul>
  10. 10. My Profile <ul><li>Public Facing Page of MySite </li></ul><ul><li>In Common With You Web Part </li></ul><ul><li>Can modify some aspects or profile </li></ul><ul><ul><li>Interests </li></ul></ul><ul><ul><li>Schools </li></ul></ul><ul><ul><li>Admins add attributes in SSP </li></ul></ul><ul><li>Some aspects of profile cannot be modified since they are coming from AD and controlled by the organization </li></ul>
  11. 11. My Site Administration <ul><li>Most system wide MySite configuration changes are done through Shared Services Administration in SharePoint Central Administration </li></ul>
  12. 12. Storage Quotas <ul><li>100MB Default </li></ul><ul><li>Quota Templates Link in Applications Tab area of SharePoint Administration </li></ul>
  13. 13. Deleting My Site <ul><li>Delete through Central Administration or stsadm.exe </li></ul><ul><li>Does not delete profile </li></ul><ul><li>From a management standpoint, you need a process for archiving the information in the My Site (files, contacts, etc) </li></ul>
  14. 14. Personalization Links <ul><li>Push Links to Users based on Audience </li></ul><ul><ul><li>Timesheet to all Employees </li></ul></ul><ul><ul><li>Project Planning Tool Pushed to Project Staff </li></ul></ul><ul><ul><li>Personalization link does not have to link to a web page per se. </li></ul></ul><ul><ul><ul><li>RDP Connections to launch an RDP session </li></ul></ul></ul><ul><ul><ul><li>Homepage link: <a href=about:home>Home</A> </li></ul></ul></ul>
  15. 15. My Site Architecture Notes <ul><li>Allow user to personalize MySite language </li></ul><ul><ul><li>User prompted to pick a language upon MySite creation </li></ul></ul><ul><ul><li>Language Packs and Templates Must be installed on server per Chapter 4 </li></ul></ul><ul><ul><li>Option must be checked in SSP administration </li></ul></ul>
  16. 16. Branding MySite <ul><li>2 Main Files </li></ul><ul><ul><li>Core.css (theme) </li></ul></ul><ul><ul><li>Master Page (layout) </li></ul></ul>Location of Master Page for MySite C:Program FilesCommon FilesMicrosoft Sharedweb server extensions12TemplateGlobal
  17. 17. MySite Architecture Notes, cont’d <ul><li>A My Site host created automatically when a Shared Services Provider (SSP) is created. </li></ul><ul><li>Location is created in its own site collection on the default Web application, and all personal sites are stored in that location. </li></ul><ul><li>In most scenarios, this is the only My Site host location for the entire deployment of Microsoft Office SharePoint Server 2007. </li></ul><ul><li>Users can view My Sites if: </li></ul><ul><ul><li>the SSP for the My Site host location imports their user profile information from directory services </li></ul></ul><ul><ul><li>and if the “Create personal site” permission is enabled. </li></ul></ul><ul><ul><li>Individual personal sites are created when individual users click the My Site link on the top link bar of the site </li></ul></ul>
  18. 18. Architecture Notes, cont’d <ul><li>Generally speaking each user is limited to 1 SSP, and therefore 1 Physical MySite Location </li></ul><ul><ul><li>Some exceptions: </li></ul></ul><ul><ul><ul><li>Geographically distributed deployment with dedicated SSP for each region </li></ul></ul></ul><ul><ul><ul><li>Multiple Forest Scenario with groups of users isolated on each forest </li></ul></ul></ul><ul><ul><li>When utilizing multiple SSP (and multiple MySite location the challenge becomes providing a predictable experience for the user) </li></ul></ul><ul><ul><ul><li>Global deployments enabled </li></ul></ul></ul><ul><ul><ul><li>Trusted Locations (replicate profile info) </li></ul></ul></ul><ul><ul><ul><li>Results in one set of personalized content for each user being made available to all targeted users in each SSP. </li></ul></ul></ul>
  19. 19. MySite Architecture Notes cont’d <ul><li>Global (Multiple) Deployments </li></ul><ul><ul><li>MySite can be deployed across multiple shared services providers </li></ul></ul><ul><ul><li>Example: Poor network connectivity between remote force and the primary SSP </li></ul></ul><ul><ul><li>Option must be selected in SSP administration </li></ul></ul><ul><ul><li>Some loss of functionality </li></ul></ul><ul><ul><ul><li>Personalized Links </li></ul></ul></ul><ul><ul><ul><li>Ability to add colleagues </li></ul></ul></ul><ul><ul><ul><li>People Search based on Social Distance </li></ul></ul></ul><ul><ul><li>Recommended to have a good profile replication solution in place before enabling this </li></ul></ul>
  20. 20. Duplicate User Names <ul><li>Can happen if multiple domains exist in the organization </li></ul><ul><li>Go to SSP homepage to adjust naming convention for My Sites </li></ul><ul><li>By Default SharePoint uses the username, but does not include the domain. </li></ul>
  21. 21. Outlook HomePage <ul><li>You can replace Outlook Today with My Site URL </li></ul>
  22. 22. Personalization Sites <ul><li>Personal Site vs Personalization Site </li></ul><ul><li>Personalization Site - Created by a site collection administrator for a broader audience (HR, Finance, etc) </li></ul><ul><li>Through SSP you can pin a personalization site such as MySales, MyHR, MyWarehouse to a user’s MySite based on their Audience </li></ul><ul><li>Created by choosing the “Personalization Site” template at site creation time </li></ul>
  23. 23. Personalization Site <ul><li>Audience targeting </li></ul><ul><li>Easy deployment with configured web parts and data connections </li></ul><ul><li>Improved personal and team productivity </li></ul><ul><li>More productive collaborative work environment </li></ul><ul><li>Re-use of information, everyone on the team </li></ul>
  24. 24. Adding Personalization Site to MySite <ul><li>Done in Shared Services Provider </li></ul><ul><li>Target based on audience </li></ul>
  25. 25. Role Based My Site Templates <ul><li>Pre-Configured to display role-relevant data </li></ul><ul><li>Use KPIs, Workflows, Excel Services, BDC, SQL, SSAS cubes </li></ul>
  26. 26. HR Manager – Recruitment Interview Schedule (Calendar) Current Openings (List) Recruitment Cost (Excel Services)
  27. 27. HR Manager My Site – HR Dashboard Demographics and annual review status. - Uses Office Data Connection and publishes using Excel Services
  28. 28. HR Manager – References Meeting Outcomes – InfoPath Library Corporate Policies – Document Libraries Contacts – Contact List
  29. 29. Audiences <ul><li>Used to target content (Web Parts, Links, etc) to specific groups of people based on personal attributes: </li></ul><ul><ul><li>Distribution List </li></ul></ul><ul><ul><li>Common Manager </li></ul></ul><ul><ul><li>Same Skills </li></ul></ul><ul><li>Configured in the SSP in Central Administration </li></ul><ul><ul><li>Any application using the SSP can use the audiences in it. </li></ul></ul>