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Configure My Sites in SharePoint Server 2013

 

Applies to: SharePoint Server 2013

Topic Last Modified: 2014-07-03

Summary: Learn how to set up and configure My Sites in SharePoint Server 2013.

This article describes how to set up My Sites in SharePoint Server 2013. Like other tasks in SharePoint Server, there are multiple ways to complete a task. This article provides ordered tasks with prerequisites and procedures to help you set up My Sites in your enterprise.

Before you set up My Sites, ensure that you understand the concepts and terminology in My Sites overview (SharePoint Server 2010) and Plan for My Sites in SharePoint Server 2013.

We recommend that you perform all of the procedures in the order listed for best results, although not all of them are required.

In this article:

Because My Sites have dependencies on other service applications and features in SharePoint Server 2013, ensure that you meet the prerequisites in this section before you perform the procedures in this task.

NoteNote:
My Sites are hosted by a web application and rely on a User Profile service application. Both are described in this section. My Sites also requires a managed metadata service application. We recommend that you also have a Search service application to use with My Sites, but this is not required. Without the Search service application, some My Sites functionality is affected. For more information, see Related service applications in Plan for My Sites in SharePoint Server 2013.

Although you can use an existing web application, for optimal performance and security, we recommend that you create the My Site host site collection in a dedicated web application. For more information, see Create a Web application (SharePoint Server 2010).

ImportantImportant:
If a My Site host site collection was created during initial deployment and configuration, we recommend that you do not use it because it was created in the default web application. Delete this site collection, and create a new web application that is dedicated to hosting My Sites. Then create a new My Site host site collection in the dedicated web application.

Ensure you have a User Profile service application that you want to use for My Sites. If you do not, follow the steps in Create, edit, or delete User Profile service applications in SharePoint Server 2013 to create one.

ImportantImportant:
Although the Create New User Profile service application dialog box requests information in the My Site Host URL and Personal Site Location sections, for this task, remove any default values and leave those fields blank when you create the User Profile service application. Additionally, you can select any of the options in Site Naming Format. These settings will be configured separately later in this task.

Optionally, configure profile synchronization if you want to synchronize user and group profile information that is stored in the SharePoint Server 2013 profile database with profile information that is stored in a directory service or business system. For more information, see Plan profile synchronization for SharePoint Server 2013.

The My Site host site collection is a site collection that uses the Enterprise site template named My Site Host. This site collection must be created in the web application that you want to host My Sites. Generally, this site collection can be created at the root path of the web application, although it can be created as an explicit inclusion managed path deeper in the URL as long as there is a site collection created at the web application root. For more information about how to select the path for the My Site host collection, see My Sites architecture in Plan for My Sites in SharePoint Server 2013.

To create a My Site host site collection
  1. Verify that you have the following administrative credentials:

    • To create a My Site host site collection, you must be a member of the Farm Administrators group on the computer running the SharePoint Central Administration website or a service application administrator for the services related to My Sites. If you are a service application administrator, you must also have permission to create site collections in the web application that you dedicate to host My Sites.

  2. In Central Administration, click Application Management, and then click Create site collections.

  3. On the Create Site Collection page, in the Web Application section, ensure that the selected web application is the web application that you want to host My Sites. If it is not, expand the list, and then click Change Web Application. In the Select Web Application dialog box, select a different web application.

  4. In the Title and Description section, type a title and description for the site collection.

  5. In the Web Site Address section, select the URL where you want this site collection created. Generally, you should use the default path (which is displayed as / in the user interface), which is the root of the web application. For more information about this path, see My Sites architecture in Plan for My Sites in SharePoint Server 2013.

  6. In the Template Selection section, in the Select experience version list, select 2013. Then, on the Enterprise tab, click My Site Host.

  7. In the Primary Site Collection Administrator section, and optionally in the Secondary Site Collection Administrator section, type an account in the format domain\username to specify an administrator for the site collection.

  8. Optionally, in the Quota Template section, select a quota template for the My Site host site collection. This quota template does not affect the individual site collections that users create for their My Sites. For more information, see Planning for storage requirements in Plan for My Sites in SharePoint Server 2013.

  9. Click OK. Copy this site collection URL for later reference.

The wildcard inclusion managed path is the path under which separate site collections are created for a user's My Site. Creation of the site collection occurs the first time that a user views the user’s My Site. This functionality is available only when self-service site creation is also enabled. Enabling self-service site creation is discussed later in this article. For more information about managed paths, see Define managed paths (SharePoint Server 2010).

To add a wildcard inclusion managed path to the web application
  1. Verify that you have the following administrative credentials:

    • To add managed paths, you must be a member of the Farm Administrators group on the computer running the SharePoint Central Administration website.

  2. In Central Administration, click Application Management, and then click Manage Web applications.

  3. On the Web Applications Management page, select the web application that you created to host My Sites.

  4. On the Web Applications tab, in the Manage group, click Managed Paths.

  5. In the Define Managed Paths dialog box, in the Add a New Path section, in the Path box, type the path that you want to append to the URL namespace, and then select Wildcard inclusion. For example, if your web application URL is http://mysites.contoso.com/ and you want users' individual site collections created under a path named "personal", type personal in the Path box. Separate My Sites site collections will be created for each user under http://mysites.contoso.com/personal/.

  6. Click Add Path, and then click OK.

  7. Copy this managed path for later reference.

The web application that hosts My Sites must be connected to service applications in SharePoint Server 2013. The User Profile service application is required for My Sites. The managed metadata service application and Search service application are highly recommended. For more information, see My Sites architecture in Plan for My Sites in SharePoint Server 2013.

Additionally, if you have other SharePoint sites from which you want users to be able to access their My Site and About Me links from the upper-right corner menu, connect the web applications of those sites to the User Profile service application.

To connect the web application to service applications
  1. Verify that you have the following administrative credentials:

    • To connect a web application to a service application, you must be a member of the Farm Administrators group on the computer running the SharePoint Central Administration website.

  2. In Central Administration, in the Application Management section, click Manage Web applications.

  3. On the Web Applications Management page, select the web application that you created to host My Sites.

  4. On the Web Applications tab, in the Manage group, click Service Connections.

  5. In the Configure Service Application Associations dialog box, in the Edit the following group of connections list, select default if the default group contains the service applications that you want to connect to the web application.

    • If you choose [Custom], select any service applications to which you want to connect the web application, including the User Profile service application, the managed metadata service application, and the Search service application.

  6. Click OK.

Self-service site creation enables the automatic creation of a separate site collection for users when they first view their My Site.

To enable self-service site creation for the web application
  1. Verify that you have the following administrative credentials:

    • To enable self-service site creation, you must be a member of the Farm Administrators group on the computer running the SharePoint Central Administration website.

  2. In Central Administration, in the Application Management section, click Manage Web applications.

  3. On the Web Applications page, select the web application that you created to host My Sites.

  4. On the Web Applications tab, in the Security group, click Self-Service Site Creation.

  5. In the Self-Service Site Creation Management dialog box, in Site Collections, select On. Optionally, in Quota template to apply, select a quota template.

  6. In Start a Site, choose one of the following options:

    1. Prompt users to create a team site under so users can create team sites from their My Site to use site feeds.

    2. Be hidden from users if you do not want users to create team sites from their My Sites to use site feeds.

  7. Click OK to finish.

Perform these additional steps to configure permissions for users to create team sites from their My Sites to use site feeds.

  1. In the Policy group, click Permission Policy.

  2. On Manage Permission Policy Levels dialog box, click Add Permission Policy Level.

  3. Type a name for the permission policy.

  4. Under Permissions, in Site Permissions, select the Grant option for Create Subsites - Create subsites such as team sites, Meeting Workspace sites, and Document Workspace sites.

  5. Click Save.

  6. In the Policy group, click User Policy.

  7. On Policy for Web Application dialog box, click Add Users.

  8. On Add Users, in Zones select (All Zones), then click Next.

  9. In Choose Users, enter the user names of the users that you want to create team sites from their My Site to use site feeds. If all users can create team sites from their My Site to use site feeds, click the Browse icon. In Select People and Groups, click All Users, then click Everyone. Click Add, and then click OK.

  10. In the Choose Permissions section, select the name of the Permission Policy created previously.

  11. Click Finish, and then click OK.

After you have a My Site host site collection and wildcard inclusion managed path configured for My Sites, you can update the My Sites settings in the User Profile service application. Most of these settings are configured during initial deployment and only change infrequently during maintenance operations afterward.

To configure My Site settings for the User Profile service application
  1. Verify that you have the following administrative credentials:

    • To configure My Site settings for the User Profile service application, you must be a member of the Farm Administrators group on the computer running the SharePoint Central Administration website or a service application administrator for the User Profile service application.

  2. In Central Administration, in the Application Management section, click Manage service applications.

  3. Click the User Profile service application that you connected to the web application hosting My Sites earlier in this task.

  4. On the Manage Profile Service page, in the My Site Settings section, click Setup My Sites.

  5. On the My Sites Settings page, in the Preferred Search Center section, specify settings for the search center to direct users to when they search for people or documents from their About Me profile page. If you do not have a search center set up yet, you can skip this step and complete it later. For more information, see Search service application in Plan for My Sites in SharePoint Server 2013.

  6. In the My Site Host section, type the URL of the My Site host site collection that you created earlier in this task.

  7. The My Site Host URL in Active Directory section uses Exchange Autodiscover to allow client and mobile phone applications to find a user's SharePoint Server 2013 My Site. For more information, see Configure Exchange Autodiscover with a My Site Host URL in SharePoint Server 2013

  8. In the Personal Site Location section, type the wildcard inclusion managed path you configured earlier in this task. By default, personal is prepopulated in the box. However, if you chose a different path for your wildcard inclusion managed path, replace personal with your path.

  9. In the Site Naming Format section, select a naming format for the My Sites site collections that will be created when users view their My Sites for the first time. For more information about these formats, see My Sites architecture in Plan for My Sites in SharePoint Server 2013.

  10. In the Language Options section, there is an option to specify whether users can select a preferred language for their My Site. However, the current behavior is to default to the installation language for SharePoint. For more information about multilingual sites, see Plan for multilingual sites (SharePoint Server 2010). For more information about language packs, see About language IDs and language packs in Install or uninstall language packs for SharePoint 2013.

  11. In the Read Permission Level section, specify the users or groups that can view other users’ My Sites when they are created. By default, this includes all authenticated users. However, you can select a more specific group or users depending on the needs of your deployment.

  12. In the Security Trimming Options section, specify how system generated posts are checked for permissions before they are displayed in feeds and on the Tags and Notes page.

  13. In the Newsfeed section, enable system generated posts to the feed on My Sites by selecting Enable activities in My Site newsfeeds. This option is selected by default. This is important in hosted environments where tenants can share the same User Profile service but have different requirements on whether they can enable newsfeeds for their users.

    When upgrading from a SharePoint Server 2010 server farm that uses the newsfeed and tags and notes, you enable these legacy features on your SharePoint Server 2013 server farm by selecting Enable SharePoint 2010 activity migration.

  14. In the E-mail Notifications section, specify an email address to use as the sender email address for My Site email notifications. This account does not have to be a real monitored email address. If you want to receive notifications for newsfeed activities, such as replies to your posts or when someone follows you, select Enable newsfeed email notifications.

    ImportantImportant:
    You must add the IP address of the farm's outbound SMTP server to the safe list in Exchange Server 2013 to prevent My Site email notifications from being sent to the Junk folder. For more information about safe lists in Exchange Server 2013, see Understanding Connection Filtering in the Exchange Server Technical Library.
  15. In the My Site Cleanup section, specify a new owner of a My Site if the existing My Site user is removed from the profile database. For example, if a user leaves the company and is no longer in the profile database, the user’s My Site will be deleted together with any content. However, before it is deleted, a new owner can recover any important content. Select Enable access delegation for the My Site cleanup job to first attempt to assign ownership of the My Site to the user’s manager. If no manager is found, the My Site is assigned to the user specified in Secondary Owner. The new owner has two weeks to retrieve content from the My Site before it is deleted.

  16. In the Privacy Settings section, select Make My Sites Public to make all users' My Sites public. This option is not selected by default.

    NoteNote:
    When a user's My Site is public, the user's list of followers, the user's list of people they are following, and all activities (including new follow notifications, social tagging and rating of content, birthdays, job title changes, workplace anniversary, updating Ask Me About, posting on a note board, and new blog posts) will be public. Any policies set within People and Privacy on the Manage Policies page is overridden.
  17. Click OK.

For more information about additional timer jobs for My Sites, see Planning for jobs and schedules in Plan for My Sites in SharePoint Server 2013.

The User Profile Service Application - Activity Feed Job creates system generated posts in the feeds for the following events:

  • Following a tag

  • Tagging an item

  • Birthday celebration

  • Job title change

  • Workplace anniversary

  • Updates to Ask Me About

  • Posting on a note board

After you configure My Sites, enable the User Profile Service Application - Activity Feed Job so that users receive system generated posts in the Newsfeed on their My Sites.

There are other timer jobs related to My Sites that you might want to review and change default settings for. For more information about jobs related to My Sites functionality, see Planning for jobs and schedules in Plan for My Sites in SharePoint Server 2013.

To enable the User Profile Service Application - Activity Feed Job
  1. Verify that you have the following administrative credentials:

    • To configure timer jobs, you must be a member of the Farm Administrators group on the computer running the SharePoint Central Administration website.

  2. In Central Administration, click Monitoring, and then click Review job definitions.

  3. On the Job Definitions page, in the View list, select Service. The Service list appears.

    • If the Service list does not display User Profile Service, in Service, click No selection, then click Change Service. On the Select Service page, use the arrows in the upper-right corner to locate User Profile Service, and then click it. The Job Definitions page updates with the User Profile service jobs.

  4. Click the activity feed job for the User Profile service application that you created in Prerequisites earlier in this article. The job name is in the format User_Profile_service_name - Activity Feed Job, where User_Profile_service_name is the name that you specified for your User Profile service application.

  5. On the Edit Timer Job page, in the Recurring Schedule section, select the interval that you want the job to run. Available intervals are Minutes, Hourly, Daily, Weekly, and Monthly. Selecting a shorter interval, such as Minutes or Hourly, ensures that activities appear on users' My Site newsfeeds more frequently. However, it increases load on the system depending on how many activities are available. Selecting a longer interval, such as Daily, Weekly, or Monthly, reduces the number of times the job runs and processes feeds. However, it also means that users receive less frequent updates to activities in their newsfeeds.

  6. Click Enable.

  7. Optionally, click Run Now to run the job immediately without waiting for the next scheduled interval.

After you configure My Sites by using the procedures in this article, consider whether you require the following optional procedures:

Trusted My Site Host Locations is an optional feature that prevents a user from creating more than one My Site in an organization with multiple User Profile service applications. For more information, see Add or delete a trusted My Site host location (SharePoint Server 2010).

Users’ My Sites are convenient locations for users to save files that they work on in Office client applications, such as Word, Excel, and PowerPoint. After you configure an environment for My Sites, you can add a link to the Favorite Links section that users see when they save documents in the Save As dialog box in Office client applications. Users can then select their My Site and save files to the Documents library available on their My Site. For more information, see Add or delete links to Office client applications (SharePoint Server 2010).

If your organization wants to provide important information to users, it can do so by adding personalization site links to a user's My Site. For more information, see Add or delete personalization site links on My Sites.

If the related services for My Sites have not been started yet, start them so that My Sites functionality is available in your environment. For more information, see Manage services on the server (SharePoint Server 2010).

Setting up My Sites is the first step in configuring microblog features in SharePoint Server 2013. For more information about how to configure microblogging features in SharePoint Server 2013, see Configure microblogging in SharePoint Server 2013.

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