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Wednesday, November 18, 2009

How to create and configure personal sites for the users in Microsoft SharePoint Server 2010

In this article we are going to see how we can create and configure personal sites on the new SharePoint Server 2010 platform. When we work in MOSS 2007, personal sites are configured on the shared services provider and we have to set a URL where the personal site for each user will be created. The recommendation was to use a specific web for this purpose giving us a centralized application to manage the information. While in SharePoint 2010 the concept of shared services provider doesn't exist, we will anyway create the users site in a specific application. To do this, we must go to the section "Application Management” and then access the section that manages Web applications in SharePoint 2010, by selecting the link "Manage Web Application“ we have access to the configuration section, as we can see in Image 1.

[Image 1]
1_Creation_Application_Web

We are going to select the “New” button from the Ribbon toolbar; this will open a new modal window for creating a new web application, as you can see the information that we must enter is the same information we used in SharePoint 2007. We have a small difference in Sharepoint 2010; we can select an existing account for our application pool, or, we can enter an account and password for it. We are going to fill all the required values and press the "Ok" button. Once the process is completed we are going to close the window and the page will be reloaded showing the newly created application, as we can see in Image 2.

[Image 2]
2_Application_Web_Create_Manged_Path

The next step is to create two specific managed paths in our web application. We are going to select the newly created application as we can see in Image 2; the "Ribbon" toolbar will show the options to configure the selected web application, one of which is the option to create “Managed Paths”. We are going to select this option and a new window modal will be opened. In Image 3 we can see the opened window to configure managed paths in the web application.

[Image 3]
3_Creation_Managed_Path

We are going to create two routes for this application:

1) “my”, this path will be used to create a site collection, as you can see the selected option is “Explicit Inclusion”.

2) “my/location”, this path will be used to create all the sites for the users. Unlike the previous one, it is created as a "Wildcard inclusion", so all user sites have this path as a base.

Now that we have created the two paths for our application, we are going to press the “Ok” button to close the modal window and return to the Web Application configuration screen. Well, we have created and configured the web application; the next step is to create the site collection that will be used to store all users’ sites. Once again we are going to go the section "Application Management”, but this time, we select the option "Create Site Collection", as we can see in Image 4.

[Image 4]
4_Create_Site_Collection

The next screen is known to us, it is the site collections creation screen in SharePoint 2010. In it we will fill all the required information to create it. The big surprise will be the amount of available templates to create sites; one of them is called "My Site Host" in the "Enterprise" section, as we can see in Image 5; this is the one we are going to select.

[Image 5]
5_Creation_Site_Collection

We are ready, now we are going to configure the personal sites management on our server. To do this, we are going to the central administration home page, as we can see in Image 6 and we are going to select the "Manage service applications”.

[Image 6]
6_Manage_Service_Application

In the services management page, we will locate the service called "People", this service is used to handle everything concerning users’ profiles, data synchronization, and more. We are going to select it and the “Ribbon” toolbar will show a new set of options, as we can see in Image 7.

[Image 7]
 7_Configuring_Service_People

In the toolbar we are going to select the option "Manage" to access the service settings, as we can see in Image 8

[Image 8]
 8_Access_My_Site_Configuration

On the service settings home page we are going to select the option "Setup My Site" to access to the configuration page, as we can see in Image 9.

[Image 9]
 9_Configuring_My_Site

We will leave the Search Center configuration for another time. In the next section we will type the URL of the created site collection, where each personal site created will be saved. In the next section, we will type the base path for all personal sites that will be created, this means we are going to use the path "my/location" that we created when we configured the web application. The next step is to set how we want to create the personal sites; in this case, we leave the first option. The other options must be set according to our needs. As you can see all authenticated users have read access by default. Once all options are configured we are going to press the "Ok" button so that the configuration is saved.

We have all options configured, so let's create the personal site for my user. In the top right of SharePoint site, we have several options for the user, if we go to "My SharePoint" options, we can see that one of them is "My site", we select it to access our personal site and as we can see in Image 10, it starts the creation.

[Image 10]
10_Creaction_My_Site

Once the process is completed we will have access to the new site for our user; as we can see in Image 11, it is completely renovated and has many interesting features.

[Image 11]
11_Site_User_Created

Fabián Imaz

2 comments:

Anonymous said...

These screen shots are two small to see.Following your tutorial was too hard since even in description you have not specified options you selected in any of steps.

Fabián Imaz said...

Hi,

Sorry for that. I thought that the images were fine. I didn't add description by the options, because I marked these in the images.
I will try to be more specific in my other posts.

Thanks for your comments,