Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating new properties Audiences –Creating audiences –Using audiences in pages, web parts, and lists

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles Profile consists of properties such as name, state, manager, etc SharePoint stores profile information in profiles database Active directory is the source for some of the profile properties. Using business data catalog it is possible to pull data from other sources into profile database without writing code.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Active Directory Partial Import Partial Import from Active Directory can be done by specifying the AD query string in the connection. example of User Filter: (&(objectCategory=Person)(objectClass=User)(mail=*)) Gets all user accounts that have an property

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: User Profiles Management 1.Create user profiles manually 2.Create a connection to Active Directory 3.Import all profiles using full import 4.Import profiles with address 5.Create a new profile property “State” 6.Schedule imports

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Audiences - Overview Audiences allow content managers to target content to specific people based on the criteria in user profiles or group membership. Audiences are not a substitute for security. Content managers can target pages, web parts, and lists to an audience example: Oklahoma IT Manager. State=OK and Department=IT

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Audiences 1.Create and compile “WY Residents” audience (Creating an audience does not make usable right away – it needs to be compiled.) 2.Use the audience to target a web part and a list 3.Use the audience to target an article page

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Free Style Exercise 1.Import profiles that have an address (you have to have at least one user with address.) 2.Create a “State” property. Go into active directory and change the “State” property of administrator to “IL”. 3.Create “IL Residents” audience. 4.Create Calendar view of “Document Library” list in “Sales” site (create the site if necessary). 5.Add a “Document Library” web part with Calendar view to the “Sales” site home page 6.Show this new web part to “IL Residents” only. 7.Change “State” property in active directory to “TX” and update the audience. View the “Sales” site again.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. References Office SharePoint Server Administrator’s manual ADSI Search Filter Syntax us/adsi/adsi/search_filter_syntax.asp