copyright © 2006 pilothouse consulting inc. all rights reserved. profiles and active directory...

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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

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Page 1: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Profiles and Active Directory OverviewProfiles and Active Directory Overview

• User profiles– Import from Active Directory– Creating new properties

• Audiences– Creating audiences– Using audiences in pages, web parts, and lists

Page 2: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

ProfilesProfiles

• 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.

Page 3: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Active Directory Partial ImportActive 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 email property

Page 4: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Demo: User Profiles ManagementDemo: User Profiles Management

Demo: User Profiles Management

1. Create user profiles manually2. Create a connection to Active Directory3. Import all profiles using full import4. Import profiles with email address5. Create a new profile property “State”6. Schedule imports

Page 5: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Audiences - OverviewAudiences - 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

Page 6: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Demo: AudiencesDemo: Audiences

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

Page 7: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Free Style ExerciseFree Style Exercise

Free Style Exercise

1.Import profiles that have an email address (you have to have at least one user with email 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 page6.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.

Page 8: Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Profiles and Active Directory Overview User profiles –Import from Active Directory –Creating

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

ReferencesReferences

• Office SharePoint Server Administrator’s manual

• ADSI Search Filter Syntax http://msdn.microsoft.com/library/default.asp?url=/library/en-us/adsi/adsi/search_filter_syntax.asp