Get started with SharePoint My Sites

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Create your own Web site for personal use or team collaboration

Good information is useful only if you can access it or share it with others when you need to.

You can create a Microsoft Office SharePoint Server 2007 My Site that enables you to access information and collaborate with others online.

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Lesson informationLesson information
ObjectiveObjective

Lesson information

How-to article
ItemRequirements

Skill level

Intermediate user

Advanced user

Work level

Lead teachers and department chairs

Project leaders

Administrators and other staff

Curriculum areas

Teacher productivity

Team collaboration

Project management

Software required

Microsoft Office SharePoint

Objective

Your Microsoft Office SharePoint Server 2007 My Site makes information easily accessible anytime and anywhere. Use your public page (called the "My Profile" page) to share files and information with coworkers.

My Profile page in SharePoint

Use your private page (called the "My Home" page) to store files and information that only you can access.

Set up your My Site

Follow the steps in this section to prepare your My Site.

Access your My Site
Obtain the URL of your My Site from the SharePoint Administrator for your organization, and then enter the URL in a browser. Your My Site opens on My Home page (your private page). To switch to your My Profile page (your public page), click the My Profile tab. After you have set up your My Site, share the URL with others.

My Profile tab in My Site

Edit your Profile
Share information about yourself with others.

1.

On your My Home page, in the left navigation Quick Launch menu, click Profile.

2.

On the Edit Profile page, in the About me box, type the information that you wish to provide about yourself.

3.

To add a photograph, click Choose Picture, and then in the Upload Picture dialog box, browse to the photo you want. Select it, click Open, and then click OK.

4.

Enter information in the remaining text boxes on the Edit Profile page. Use the Check Values and Check Names buttons to verify the values entered in the dialog box.

5.

In the Show To column, select the audience that you want to be able to see the corresponding profile entries. Note that only the audience you select can see the information on your My Site.

6.

When you are finished, click Save and Close.

Select who can access your information
Use privacy categories to restrict who can see different parts of your site.

1.

On your My Profile page, at the bottom of the Memberships area, click Manage Memberships.

2.

On the My Memberships page, select the check boxes of the list items you want to restrict, and then click Edit Memberships.

3.

On the Show these memberships to list, click the category of site visitors you want to be able to view the memberships you specified in the previous step. The farther they are down the list, the more restrictive the group is.

4.

If you want the selected memberships to be grouped together for sorting purposes, click New group, and then enter a name for the group. Otherwise, accept the default Existing group, and then click OK.

My Site Memberships list

View your My Site as others see it

1.

On your My Profile page, on the As seen by list in the upper-right corner, click one of the following privacy categories: My Manager, My Workgroup, My Colleagues, or Everyone.

The As seen by list box

2.

The page refreshes with the view of the privacy category you selected.

Customize your My Home page

Modify information on or change the layout of your My Home page.

Add content to your My Home page
You can customize your My Home page by using different Web Parts, which are SharePoint information "containers," to display text, related links, calendars, images, document libraries, or other Web pages. Web Parts are contained in different zones or areas on your page.

1.

On the My Home page, on the Site Actions menu, click Edit Page.

Edit Page command on Site Actions menu

2.

At the top of the zone in which you want to add a Web Part, click Add a Web Part.

Add a Web Part link

3.

In the Add Web Parts to [zone] list, select a Web Part (for example, RSS Viewer), and then click Add. In the RSS Viewer Web Part text, click Open the tool pane.

4.

In the tool pane, under RSS Properties, enter the URL of the RSS link wanted, and then click OK.

The RSS Viewer Web Part

5.

When you have finished, below the Site Actions menu in the upper right, click Exit Edit Mode to return to your My Home page.

Change your My Home page layout

1.

On your My Home page, on the Site Actions menu, click Edit Page.

2.

Drag Web Parts by their title bars into other zones on the page.

3.

For additional layout options, click to the right of a Web Part title, and then click Modify Shared Web Part.

4.

To close a Web Part, click the X to the right of the Web Part title. Closing a Web Part removes it from the page but does not delete it.

5.

When you have finished, click Exit Edit Mode to return to your My Home page.

Work with content

Create a document library, add content to the library, and then work with the content.

Create a document library

1.

On your My Home page, on the left navigation menu, click Documents, and then click Create.

2.

On the Create Page, under Libraries, click Document Library.

3.

On the New page, give the document library a name, choose whether to display the library on the left navigation menu, and complete the page.

4.

Click Create.

Upload a document

1.

Navigate to a document library. On the Upload menu, click Upload Document.

The Upload Document command

2.

On the Upload Document: [document library] page, click Browse to find a single document to upload.

3.

In the Choose file window, select the file, click Open, and then click OK.

4.

Add descriptive information, and then click OK.

Check out and edit a document

1.

Open a document library, point to a document, click the arrow, and then click Check Out.

the document library drop-down list box

2.

To edit the document, click the arrow again, and then click Edit in [Software Application].

Check in a document

1.

Open a document library, point to a document, click the arrow, and then click Check In.

2.

On the Check in page, choose a check-in option, and enter comments. Click OK.

Choose who can access a document library

1.

On your My Home page, on the left navigation menu, click Documents.

2.

Under Document Libraries, click the library to which you want to control access.

3.

On the Document Library page, on the Settings menu, click Document Library Settings.

The Document Library Settings command on the Settings menu

4.

Under Permissions and Policies, click Permissions for this document library. On the Actions menu, click Manage Permissions of Parent.

The Manage Permissions of Parent command on the Actions menu

5.

Perform one of the following steps:

Click one of the site groups, and change permissions for that group.

Click one or more specific users, and change permissions for those users.

On the New menu, click Add Users. Add new, specific users to the library, and apply distinct permissions during the Add Users process.

The Add Users command on the New menu

The Inherit Permissions command on the Actions menu

Create a document workspace

1.

Go to your My Home page, click Documents, and then click Create.

2.

In Create Page, under Web Pages, click Sites and Workspaces.

3.

Complete the New SharePoint Site form. In the Template Selection menu, select Document Workspace.

4.

When you have finished, click Create.



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