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Configure policies for Profile Services

SharePoint 2007

Updated: March 26, 2009

Applies To: Office SharePoint Server 2007

Updated: 2009-03-26

In this article:

In Microsoft Office SharePoint Server 2007, Shared Services Provider (SSP) administrators for personalization services configure the policies that determine who can view personalized information and how that information can be shared. Every kind of personalized information is affected by these policies, including:

  • Memberships in SharePoint sites and distribution lists.

  • Social networking features, such as My Colleagues.

  • Links on personal sites.

  • Personalization site link pinning.

  • User profile properties.

Consult your planning for personalization policies, and then configure settings for each of these personalization features.

Configure policies for personalization features

Policies for profile services are used to configure the access and privacy settings for My Site personalization features and user profile properties. Although all users with the Use personal features permission can view personalized information, SSP administrators can configure policies for each specific feature or user profile to achieve greater precision in preserving privacy and sharing information according to the needs of each organization.

Use the following procedure to configure policies for personalization features.

Configure policies for personalization features

  1. On the SSP home page, in the User Profiles and My Sites section, click Profile services policies.

  2. On the Manage Policy page, click the policy that you want to set, and then click Edit Policy.

  3. On the Edit Policy page, in the Policy Settings section, in the Policy Setting menu, select the policy setting for the feature or property.

    • Click Enabled to enable the information to be shared by users other than the SSP administrator. The visibility of enabled features is configured in the Default Privacy Settings menu. This option is only available for policies for features and not policies for user profile properties.

    • Select Disabled to prevent anyone but the SSP administrator from viewing the property or feature.

    • Select Required if the property must contain information. The visibility of the property is configured in the Default Privacy Settings menu.

    • Select Optional if the property is not required. Each user decides whether optional properties contain information based on the user's preference.

  4. In the Default Privacy Setting menu, select the people who can view information for the feature or property.

    • Click Only Me to limit visibility to the user.

    • Click My Manager to limit visibility to the user and the user's manager.

    • Click My Workgroup to limit visibility to the user and all users who report to the same manager.

    • Click My Colleagues to limit visibility to the user and all colleagues for that user.

    • Click Everyone to share the information with all users who have the "use personal features" permission.

  5. To enable users to change the default privacy setting, select the User can override check box.

  6. To enable a property to be available in user information lists for SharePoint sites other than My Site, select the Replicable check box. This property and its values from the user profile will be replicated to other sites.

    NoteNote:

    If you clear a check box that has already been selected, any information that was replicated before the change will remain on other SharePoint sites until it is changed on each site. This can occur during deployment if you clear a check box for a property that is replicable by default if the property has already been imported from directory services or the Business Data Catalog.

  7. Click OK.

Configure policies for user profiles

Use the following procedure to configure policies for user profiles.

Configure policies for user profiles

  1. On the SSP home page, in the User Profiles and My Sites section, click User profile and properties.

  2. On the User Profiles and Properties page, in the User Profile Properties section, click View profile properties.

  3. On the View Profile Properties page, click the property that you want to configure, and then click Edit.

  4. On the Edit User Profile Property page, in the Policy Settings section, from the Policy Setting menu, click the policy setting for the property.

    • Select Required if the property must contain information. The visibility of the property is configured in the Default Privacy Settings menu, as discussed in step 5.

    • Select Optional if the property is not required. Each user decides whether or not to provide values for optional properties.

    • Select Disabled to prevent anyone but the SSP administrator from viewing the property or feature.

  5. In the Default Privacy Setting menu, select the people who can view information for the feature or property.

    • Click Only Me to limit visibility to the user.

    • Click My Manager to limit visibility to the user and the user's manager.

    • Click My Workgroup to limit visibility to the user and all users who report to the same manager.

    • Click My Colleagues to limit visibility to the user and all colleagues for that user.

    • Click Everyone to share the information with all users who have the Use personal features permission.

  6. To enable users to change the default privacy setting, select the User can override check box.

  7. To enable a property to be available in user information lists for SharePoint sites other than My Site, select the Replicable check box. This property and its values from the user profile will be replicated to other sites.

    NoteNote:

    Replication occurs during profile imports. The information list is replaced by the values for the property in the imported user profile. Changes made to properties in the user profile that are not replicated will not appear on other sites. If you clear a Replicable check box that was previously selected, any information that was replicated before the change will remain on other SharePoint sites until it is changed on each site. This can occur during deployment if you clear a check box for a property that is replicable by default after the property has been imported from directory services or the Business Data Catalog.

  8. In the Edit Settings section, click an option to allow or not allow users to edit values for properties in their user profiles.

    • To allow users to edit values for the property in their user profiles, click Allow users to edit values for this property.

    • To prevent users from editing values for the property, click Do not allow users to edit values for this property.

  9. In the Display Settings section, select where the property is displayed on My Site.

    • To display the property in the profile properties section of the user's profile page, select Show in the profile properties section of the user's profile page.

    • To display the property on the Edit Details page available from the personal page of My Site, select Show on the Edit Details page.

    • To display changes to the property in the Colleagues section of My Site and all other instances of the Colleague Tracker Web Part, click Show changes in the Colleague Tracker web part.

  10. Click OK.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Office SharePoint Server technical library.

See Also

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