Programmatically Profiling Users, Personalising UI, And Targeting Content To AudiencesJoseph MortimerSolutions Architectjoseph_mortimer@data3.com.au

May 15th & 16th, 2007Sydney, Australia

Agenda

• Intro to Personalisation• Overview• Demo scenarios

– Personalising User Experience– Importing Profiles from LOB applications– Using Rich People Information

• Key Take-Aways

What is Personalisation?

Overview – Profile Store

• Screen Shot of Profile Admin site

• Image of a filter – or my coloured goggles to emphasis targeting this to me.

It’s all about ME

Personalising User Experience

• Lets build a personalised portal• Spec

– Personalise “Issues” for a customers projects– Show Me “My Issues” for a customer

• Task: Personalise “Issues List”– Use OOTB Functionality – Use Content Query Web Part– Target To Audience

Audiences and Targeting

Personalised Portal<xsl:template name="MyIssueRollup" match="Row[@Style='MyIssueRollup']" mode="itemstyle">

…………………………………………..………………………………………..<xsl:variable name="DueDate">

<xsl:value-of select="ddwrt:FormatDateTime(string(@Created),1033,'dd/MM/yyyy')"/></xsl:variable><div id="linkitem" class="item link-item">

<xsl:call-template name="OuterTemplate.CallPresenceStatusIconTemplate"/><table cellpading="0" cellspacing="0" width="100%"><tr>

<td width ="34%"><a href="{$SafeLinkUrl}" target="{$LinkTarget}" title="{@LinkToolTip}"><xsl:value-of select="$DisplayTitle"/></a>

</td><td width ="33%">

<xsl:value-of select="@Priority"/></td><td width ="33%">

<xsl:value-of select="$DueDate"/></td>

</tr></table></div>

</xsl:template>

Customise the Content Query Web Part

Best Practices and Further Work

• Use Audience OM to get user roles.• Use web part connections to transfer user identity or

user properties.• Create links to other LOB systems using BDC.

Using Social Networking

• Find a good image of networking, e.g business lunch or drinks, conferences etc

• Add shot of Data#3 networking from Staff net

Importing Profiles from LOB applications• Spec

– Import Information from the external HR system

• Task– Create the BDC to the LOB application– Configure Profile Import to use BDC data

Importing Profiles from LOB applications

External User Profiles

• Steps– Create the BDC– Create a new Profile Property– Import Data

Best Practices and Further Work

• Honour Permissions of external systems• Build a comprehensive user profile• Use the new properties for personalisation of content

Using Rich Presence Information

Rich Presence

• Task– Create Rich Presence Web Part– Use New User Profile Property– Embed JS for IM “gumdrop”

Adding Rich Presence

Rich Presenceif (userProfile["Rego"].Value != null) {

rego = "<strong>Rego:</strong>" + userProfile["Rego"].Value.ToString(); }

userWithPresence += string.Format("<div><span>" +

"<img name=\"imnmark\" onload=\"IMNRC('{0}');\"" + "ShowOfflinePawn=\"1\"" + "src=\"/_layouts/images/imnhdr.gif\"" +

"style=\"height:12px;width:12px;border-width:0px;\" />" + "</span>" +

"<a href=\"{1}\">{2} {0}</a></div>", rego, userProfile.PublicUrl.AbsoluteUri,

userProfile["PreferredName"].Value);

Key Take-Aways

• Personalise Information where appropriate by leveraging assets in Office Server

– Profiles, Privacy, Targeting, Social Network, Rollups, MySite• Role based targeting is the first step

– Preferences of user, determined by org. hierarchy or business role, using business data

• Show Rich and Relevant information about a Person– Show picture, IM/Call menu, Free/Busy, MySite profile

• Going beyond targeting of content– New and exciting scenarios are possible with social networks, people search,

rollup

•Questions?