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Chapter overview: Configure personalization

Office 2007

Updated: March 26, 2009

Applies To: Office SharePoint Server 2007

 

Topic Last Modified: 2009-03-20

In this article:

The personalization service in Microsoft Office SharePoint Server 2007 uses information about users in your organization that is stored in directory services. That information can be supplemented with information about users from line-of-business applications. Personalization information can then be displayed in user profiles, and the properties in user profiles can be used to target content.

Consult the plan for personalization in your initial deployment, and then configure the options that you have selected.

Before you can use personalization properties in your deployment, you must configure access to the service. You must enable access for administrators of the Shared Services Provider (SSP) to the service and to the associated Web application on which the SSP is hosted. You must also configure user permissions to view and share personalization information from My Sites.

For more information about configuring personalization permissions, see Configure personalization permissions.

The administrator of personalization services for the SSP configures connections to directory services to include properties for the accounts of all users who view and share information across the organization. If some groups of users work entirely separately, those accounts connect to separate SSPs. Directory services can include Active Directory directory services and Lightweight Directory Access Protocol (LDAP) directory services.

After configuring connections to personalization services, you must also configure the settings to regularly import properties from each directory services connection. Each property is mapped to a property in the user profile.

For more information about configuring connections to personalization services, see Configure connections to Profile Services.

After the SSP administrator has configured access to directory services and has configured user profiles, it is time to configure targeted content.

Content is primarily targeted by using audiences. Audiences are defined by using rules based on properties from directory services. Lists, sites, and other content are then targeted to those audiences so that only members of targeted audiences can see the content.

Some kinds of content are not targeted to users until their locations are selected by administrators as trusted. The SSP administrator configures trusted My Site locations, published links to Office client applications, and personalization site links so that the correct content is available for the right users.

For more information about targeting content, see Configure targeted content.

Personalization sites use targeted Web Parts and the Current User Filter Web Part to target information to users based on their account name or display name, so that each person sees personalized information on the site. This differs from other targeted Web Parts in that the information is targeted by user and not by audience.

For more information about configuring personalization sites, see Configure personalization sites.

After configuring user profiles, targeted content, and personalization sites, SSP administrators for the personalization service can configure privacy policies that determine how that information is viewed and how it can be shared.

For more information about configuring policies, see Configure policies for Profile Services.

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.

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