In Microsoft Office Sharepoint Server 2007, it is possible to create targeted Save Locations for users throughout your organization. These targeted save locations appear under the “My SharePoint Sites” tab when you try to save any documents from within any of the Office 2007 clients.
This can be a very useful tool for your users in combination with clever “Audience” configurations. It will only display relevant SharePoint save locations instead of the huge list of network paths that are usually listed under “My Network Places.”
The first thing you’ll need to do is to configure your “Audiences.”
1. Go to your SSP (Shared Services Provider) and click on the Audiences link.
2. Click on “Create audience”
3. Give it a name, description, and owner. The last setting which is “Include users who: ” will really depend on your organization and how you want to define your audiences. That’ll just take a couple of rounds of trial and error, then you should be able to figure a pattern to use.
4. Click Ok to go to the next page. This page should let you add rules that will determine who is included in your Audience.
You’ll also have to play with these rules a little bit to figure out what works for you.
5. Click Ok and you’ll be sent to the properties page for the specific Audience you just created. To test to see if your Audience was configured correctly, click on the “Compile audience” link. SharePoint will query your user profile database and depending on the rules you’ve set, it will import those users into your Audience. At the bottom you can also add more rules if you’d like to better filter your Audience.
That’s it for configuring Audiences. Note that these audiences can also be used for webparts and views throughout your portal as well. The following steps will show you how to use these Audiences to create targeted links that will show up in the Office 2007 clients as a save location.
6. From the SSP, Under User Profiles and My Sites, Click on “Published links to Office client applications”
7. Click New.
8. Fill out the fields as required. For the “Target Audience” you should be given a list of available audiences if you click on the address book. The one you created previously should automatically show up there. Hit Ok and voila! That’s all you need to do.
After some predetermined timer job or schedule, something I haven’t been able to figure out yet, the links will be available to the Office 2007 clients.
That is all well and good but it doesn’t seem to work.
Hey Betty, it should work as it’s an out of the box feature. Let me know if I can suggest anything else.
I added a few targeted sites to the SSP and I do see them added to my “My SharePoint Sites” folder strange thing is they show up as shortcuts and the ofher sites which were already there are folders. Whn I try and save to the new locations they don’t show up in the list from Office apps.
PS you gotta do something with the style sheet on this blog I can’t see my cursor
I’ve noticed that also. It seems like site collections will show up one way, and sites will show up a different way. There is also a correlation to the person’s membership. If the user is an actual user of the official ‘Members’ group then they will automatically get the new My SharePoint Sites locations.
I’ve been meaning to change my theme, thanks for the reminder. 😉
Much better Henry! I can see my cursor.
Weird I have 3 main site collections but the top level w/o the ‘sites’ in the path – none of the sites show up in the “My SharePoint Sites “.
How do i use this with office 2007 on windows vista? The icons on the left side, as mentioned in your post are not available there.
I can confirm that this works with Office 2007 & Vista. The user will have to visit their My Site first to activate the connections between the Office Client and SharePoint.
I did add the audience, and published some links but i dont see the My Sharepoint Sites tab, the one you showed above in my word 2007. I know you mentioned on timer job schedule. How long should we wait? Do we have controll this My SharePoint Sites tab?
Hey Jaxy, I’ve noticed that you won’t get that My SharePoint Sites tab without having visited your My Site first. The timer job seems to run every 24 hours.
Is there a better way to do it with Office 2007 ADM/Group Policy ??
Have you found the process that actually updates the published links? I want to force the update it at all possible.
This has been on my wish list for a while. Just had to wait for the timer job – wouldn’t mind knowing which one, and hey presto.
I am a big fan of your blog and I check it regularly. Keep up the great work!
Is there any way to get that my sharepoint sites tab up w/o having the user visit their my site?? We do not have my sites enabled, but would like users to easily be able to save to a certain sharepoint doc library