{"id":669,"date":"2013-07-25T13:06:07","date_gmt":"2013-07-25T13:06:07","guid":{"rendered":"http:\/\/collaboriscom.wpengine.com\/?p=669"},"modified":"2022-08-10T14:46:30","modified_gmt":"2022-08-10T14:46:30","slug":"how-to-create-a-sharepoint-audience-step-by-step","status":"publish","type":"post","link":"https:\/\/www.collaboris.com\/how-to-create-a-sharepoint-audience-step-by-step\/","title":{"rendered":"How to utilise audience targeting in SharePoint"},"content":{"rendered":"<p>This article will explain how to setup and configure\u00a0audience targeting in SharePoint 2010.\u00a0Before I get started with\u00a0the guide,\u00a0I&#8217;d like to mention that an Audience is a part of the User Profile Service Application.<strong><br \/>\n<\/strong><br \/>\nTo manage a SharePoint Audience you will need to open Central Administration website<br \/>\nApplication Management&#8212;&#8211;&gt; Manage Service Applications&#8212;&#8211;&gt;UPSA (UPSA is the name of my user profile service application)<\/p>\n<div>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-672 size-full aligncenter\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-1.png\" alt=\"hannah-1\" width=\"907\" height=\"411\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-1.png 907w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-1-300x136.png 300w\" sizes=\"auto, (max-width: 907px) 100vw, 907px\" \/><\/a>Select your User Profile Service&#8230;<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-673 size-full\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-2.png\" alt=\"hannah-2\" width=\"892\" height=\"478\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-2.png 892w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-2-300x161.png 300w\" sizes=\"auto, (max-width: 892px) 100vw, 892px\" \/><\/a><\/p>\n<p>Click on Manage Audiences<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-674 size-full\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-3.png\" alt=\"hannah-3\" width=\"962\" height=\"212\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-3.png 962w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-3-300x66.png 300w\" sizes=\"auto, (max-width: 962px) 100vw, 962px\" \/><\/a><\/p>\n<p>Now on the View Audiences Screen<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-675 size-full\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-4.png\" alt=\"hannah-4\" width=\"753\" height=\"468\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-4.png 753w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-4-300x186.png 300w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-4-400x250.png 400w\" sizes=\"auto, (max-width: 753px) 100vw, 753px\" \/><\/a><\/p>\n<p><strong>What is a SharePoint Audience ?<br \/>\n<\/strong>To read a more in-depth discussion about what an audience is please read &#8216;<a href=\"\/what-is-a-sharepoint-audience\/\" target=\"_blank\" rel=\"noopener\">What is a SharePoint Audience<\/a>&#8216;.<\/p>\n<p>SA SharePoint Audience is dynamically populated group of Users that are defined based on a set of \u2018rules\u2019 that define who is a member of that Audience. Audiences are only available in SharePoint Standard and above or MOSS.<\/p>\n<p>Once an Audience is configured it can then be manually compiled, or scheduled to compile &#8211; usually overnight. The process of compiling the audience causes SharePoint to evaluate all of the rules against the user data store (usually Active Directory aka. AD). \u00a0Any users that match the rules will be added to the audience. Rules can vary greatly but are based on either a user profile property (such as Department, Name, Role, etc), or based on criteria such as \u201cGive me all the users who report to Frank Roberts!\u201d.<\/p>\n<p>SharePoint supports two kinds of Audiences (quoted from Technet):<\/p>\n<p><strong>Global audiences<br \/>\n<\/strong>Global audiences are defined by properties in a User Profile service application. Global audiences include audiences that are defined by relationships (reporting structures), as well as other properties.<\/p>\n<p><strong>Windows security groups and distribution lists \u00a0\u00a0<\/strong><br \/>\nThe Windows security groups that are available when you are creating audiences are those that are imported when user profiles synchronized with the User Profile service application.<\/p>\n<p>The distribution lists that are available when you are creating audiences are those that are imported when user profiles are imported into the User Profile service application.<br \/>\nThe best way to understand any feature is to implement it practically. Keeping that in mind, I have created three users in active directory: User A, User B and User C. User A and User B are from Finance department and User C is from Sales department. Below is a screenshot from Active Directory Users and Computers:<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-676 size-full\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-5.png\" alt=\"hannah-5\" width=\"499\" height=\"76\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-5.png 499w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-5-300x46.png 300w\" sizes=\"auto, (max-width: 499px) 100vw, 499px\" \/><\/a><\/p>\n<p>Once I have created the users I will make sure to run a user profile import in SharePoint to import the newly created users and their profile attributes. Below screenshot displays imported users:<\/p>\n<div><\/div>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-677 size-full\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-6.png\" alt=\"hannah-6\" width=\"737\" height=\"420\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-6.png 737w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-6-300x171.png 300w\" sizes=\"auto, (max-width: 737px) 100vw, 737px\" \/><\/a><\/p>\n<p>Now, in order to create a new Audience navigate to User Profile service application and click on Manage Audience&#8212;-&gt; New Audience<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-679 size-full\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-7.png\" alt=\"hannah-7\" width=\"999\" height=\"435\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-7.png 999w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-7-300x131.png 300w\" sizes=\"auto, (max-width: 999px) 100vw, 999px\" \/><\/a> Give it a name, description and an owner as per your requirement. For my example I intend to target users in Finance department so, I will give it the name \u201cFinance Audience\u201d and I will make myself as the owner. In the radio button I will check satisfy all of the rules and click OK. You can choose either of the two options based on the logic on which you want to compile your Audience.<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-8.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-680 size-full aligncenter\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-8.png\" alt=\"hannah-8\" width=\"1003\" height=\"467\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-8.png 1003w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-8-300x140.png 300w\" sizes=\"auto, (max-width: 1003px) 100vw, 1003px\" \/><\/a><br \/>\nOn the next page you get two options to select under \u201cOperand\u201d, either a user or a property. If for instance you want the audience to be those users who share the same reporting manager, you will choose \u201cUser\u201d option.<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-9.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-681 size-full aligncenter\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-9.png\" alt=\"hannah-9\" width=\"837\" height=\"390\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-9.png 837w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-9-300x140.png 300w\" sizes=\"auto, (max-width: 837px) 100vw, 837px\" \/><\/a><\/p>\n<p>For my example I intend to target Finance department users so I will choose \u201cproperty\u201d and in the drop down I will select \u201cDepartment\u201d property. In the operator section select \u201c=\u201d operator and in value mention the name of the target department, which in my case is \u201cFinance\u201d and click OK.<\/p>\n<p><a href=\"\/wp-content\/uploads\/2015\/07\/hannah-10.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-682 size-full\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-10.png\" alt=\"hannah-10\" width=\"994\" height=\"468\" srcset=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-10.png 994w, https:\/\/www.collaboris.com\/wp-content\/uploads\/2015\/07\/hannah-10-300x141.png 300w\" sizes=\"auto, (max-width: 994px) 100vw, 994px\" \/><\/a><br \/>\nCongratulations!! We have created a new Audience. So, are we ready to target content to this Audience? Not yet, we still haven\u2019t compiled the Audience. Just like when we create a new user in Active Directory, we have to run profile import to bring the user and it\u2019s attributes to SharePoint, when we create an Audience we have to compile the Audience to import users in it as per the logic of the Audience. Right now we have only created an Audience; there are no members in it.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This article will explain how to setup and configure\u00a0audience targeting in SharePoint 2010.\u00a0Before I get started with\u00a0the guide,\u00a0I&#8217;d like to mention that an Audience is a part of the User Profile Service Application. To manage a SharePoint Audience you will need to open Central Administration website Application Management&#8212;&#8211;&gt; Manage Service Applications&#8212;&#8211;&gt;UPSA (UPSA is the name [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2106,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[1,28],"tags":[],"class_list":["post-669","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-docread","category-sharepoint"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to utilise audience targeting in SharePoint - Collaboris<\/title>\n<meta name=\"description\" content=\"This step-by-step guide explains how to setup and configure audience targeting withing SharePoint 2010.\" \/>\n<meta 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