Exercise 2.6: Allowing users to be listed in the SmartCloud for Social Business Directory

In this exercise you will learn how to configure the SmartCloud for Social Business Directory Search settings for your organization.

Overview

The SmartCloud for Social Business directory contains users who have chosen to make their profiles searchable by other SmartCloud for Social Business users outside their organization. If you choose to be searchable in the SmartCloud for Social Business Directory, then other authenticated SmartCloud for Social Business users external to your organization can search for you and add you to their network. If you choose not to be searchable, then your profile is not returned when searched for by users outside of your organization.

By default, members in your organization are not searchable in the SmartCloud for Social Business Directory. This means that users are not returned in a search performed by other SmartCloud for Social Business users outside of your organization.

Administrators have three options for configuring SmartCloud for Social Business Directory Search for their users:

All Private: All users are not searchable in the directory. (this is the default setting)
User Choice: All users have the choice of being searchable in the directory.
All Private with Exceptions: Only specific users have the choice to be searchable in the directory.

If the Organizational policy for SmartCloud for Social Business Directory Search is set to

All Private: When users edit their SmartCloud for Social Business Profile, users see no options to configure whether they want they want to be searchable in SmartCloud for Social Business.
User Choice: When users edit their SmartCloud for Social Business Profile, they are able to configure whether they want they want to be searchable in SmartCloud for Social Business.
All Private with Exceptions: Users who are configured as an exception see the option to configure whether they want they want to be searchable in SmartCloud for Social Business when editing their profile. They see the same options as shown above for the User Choice setting. Users who are not configured as an exception do not see this option. They see the page shown above for the All Private setting.

Objectives

After completing this exercise, you should be able to:

Configure SmartCloud for Social Business Directory Options for your organization.

Procedure

Step	Action
1	Log in and navigate to the Administration panel. For detailed steps, see the procedure document: Accessing the Administration Panel.
2	From the navigation pane, click SmartCloud for Social Business Directory Options.
3	Click the Change link to edit the Organization policy for SmartCloud for Social Business Directory Search.
4	Select the appropriate privacy setting for your organization: All Private: This option is selected by default. This prevents your users from being found by users external to your organization. User Choice: Select this to allow your users to decide whether or not they should be listed in the SmartCloud for Social Business Directory. This makes them searchable to users outside of your organization. All Private with Exceptions: Select this to allow the specified users to decide whether or not they should be listed in the SmartCloud for Social Business Directory. Only those users listed in Exceptions will be able to set their profile as public. Any users who are not listed as an exception will be treated as a private user and not given the option to be listed in the SmartCloud for Social BusinessDirectory. If you choose All Private with Exceptions, you will be prompted to configure the users who are allowed to configure whether they want to be searchable in SmartCloud for Social Business. Type the user's name in the search field, and select the user's name when it appears through type ahead. Tip: If you manually type a user's e-mail address, click the button to add the user to the list.
5	Click Request Policy Change to save your changes.
6	You will be prompted with a summary of the changes that will be made to your company. If the changes are correct, click Confirm Request.
7	You will receive a confirmation that the change was submitted. The changes should take effect within a few minutes.

Troubleshooting

Problem	Resolution
I added a user as an exception, but I no longer want that user to be able to set their profile as public. How can I change my exceptions?	Modify the SmartCloud for Social Business Directory Search options. Select All private with exceptions as the privacy setting. Enter the names that you want to still be able to configure their profile search settings in the exceptions box, and omit the names of the users for whom you want to remove this ability. Check the box to Only allow the users currently listed in Exceptions to be displayed in the SmartCloud for Social Business Directory. Any users previously selected as exceptions are removed from the SmartCloud for Social Business Directory. . Click Request Policy Change, and then Confirm Request. The new settings will be applied in your environment.

Problem

Resolution

I added a user as an exception, but I no longer want that user to be able to set their profile as public. How can I change my exceptions?

Modify the SmartCloud for Social Business Directory Search options.
Select All private with exceptions as the privacy setting.
Enter the names that you want to still be able to configure their profile search settings in the exceptions box, and omit the names of the users for whom you want to remove this ability.
Check the box to Only allow the users currently listed in Exceptions to be displayed in the SmartCloud for Social Business Directory. Any users previously selected as exceptions are removed from the SmartCloud for Social Business Directory. .
Click Request Policy Change, and then Confirm Request. The new settings will be applied in your environment.