© 2011 PLANET TECHNOLOGIES, INC.

Extending User Profiles with Line of Business Data

Patrick Curran, MCT

J A N U A R Y 5 , 2 0 1 3

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© 2011 PLANET TECHNOLOGIES, INC.

Patrick Curran

MCT, MCITP, MCTS, MCP Director, Federal Practice, Planet Technologies. SharePoint Architect. Co-Author of Microsoft SharePoint 2013: Designing and

Architecting Solutions. (Pre-Release Sale at Amazon)

Working with SharePoint since 2003.

PCfromDC.blogspot.com

@PCfromDC

Agenda1. Describe scenario and objective.

2. Prerequisite.

3. Review farm and verify prerequisite.

4. Review SQL Login and Stored Procedure.

5. Review Secure Store Target Application.

6. Create External Content Type and List.

7. Sync SQL Data to UPS.

8. Verify it all works…

9. Conclusion.

© 2011 PLANET TECHNOLOGIES, INC.

Scenario and Objectives

Scenario:

CIO says that we must now start tracking employee social media handles and URLs. The CIO wants the users to maintain their own information (including PII). AD team says no way to bi-directional synchronization with the UPS. HR already has a database with staff information.

Objectives: Give the CIO a database with all of the employee social and

HR information. Give the end-user the ability to securely see and update only

their information. Have the end-user information available on SharePoint for

others to see and use.

Let’s get started!

© 2011 PLANET TECHNOLOGIES, INC.

Prerequisite and Farm Information

Prerequisite:

UPS is running and synchronizing without error. If you are not at this stage I recommend the following articles to get you started.

http://technet.microsoft.com/en-us/library/ee721049.aspx

http://www.harbar.net/articles/sp2010ups.aspx

Farm Information:

Let’s get started!

Server Name Server Version Purposesps2011-ou-01 Server 2008R2 Active Directorysps2011-sp-01 SharePoint 2010 Enterprise SharePointsps2011-sql-01 SQL 2008R2 SharePoint DataBI-SQL1 SQL2008R2 BI Data

© 2011 PLANET TECHNOLOGIES, INC.

Data Flow

SQL

UPSExternal

ListPage Load

External List

Page Load

AD

Secure StoreBCS

My Site

© 2011 PLANET TECHNOLOGIES, INC.

Conclusion

Having the ability to distribute social information is very important, but having the ability for a user to modify their information without having to send an email to the AD Team is crucial to keep data updated and reliable. By following the steps that we reviewed, we can keep staff up to date with their social information and keep the OCIO happy. We can now view all user social information, and have it synchronized with the User Profile Service!

© 2011 PLANET TECHNOLOGIES, INC.

Thank You!!!

Email: pcurran@go-planet.com

Blog: PCfromDC.blogspot.com

Twitter: @PCfromDC