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User Profiles: I Didn’t Know I Could Do That?Stacy L. Deere-Strole
Focal Point Solutions, LLC
What is a User Profile User Profile vs. MySite Where Do I Start Demo The Cool Stuff The Rewards Corporate Directory Freebies
Agenda
What is a User Profile?
A user profile is a visual display of personal data associated with a specific user, or a customized desktop environment.
User Profile vs. MySites
You can have one without the other!
Why would you not use MySites?
Why would you not use User Profiles?
Moral of the Story…User Profiles and MySites may seem like the same thing and look like they are the same thing but in reality…. Are two totally different creatures.
Proper Planning
Microsoft Links:
http://technet.microsoft.com/en-us/library/hh296982(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ff182925(v=office.15).aspxhttp://technet.microsoft.com/en-us/library/ee721049(v=office.15).aspx
Blog Articles:User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19Managed Metadata: http://spmindmelt.focalpointsolutions.co/?p=25
Planning Starters
Helpful Links
How and Can a User Profile Help My Company?
Self-Service Whose Who (Meeting Prep) Corporate Directory Quick Information Learn About Your Company Builds Company Bonding Integration to Other Systems Customizable to Suit YOUR
Needs!!
Service Integration Points?
Search Managed Metadata Workflows
Custom Development Exchange Lync
Active Directory Integration!
Import Capabilities Export Capabilities Force Active Directory to get Updated Automation not Manualization
Is Your AD Up to Date? Does it pull from another system? Does it push to another system? Is there always an ongoing project for AD? AD Admins want none of it!
How to build and configure the User Profile Service Application?
User Profile Service Application
Central Administration Application Management Manage Service Applications New User Profile Service Application
Step #1
Special Perm
issions
Keep it Sim
ple
Step #2
No Spaces
Step #3
No Spaces
Step #4
No Spaces
Step #5
MySite Web App HAS to exist prior to configuration.
Step #6
Default but can be changed.
Step #7
Arrived in 2013 Service Pack 1!
Almost There… Step #8
System Settings Manage Services on Server Select Start on “User Profile Service” STOP DON’T DO IT I KNOW YOU WANT TO… Initiate an IISReset Start “User Profile Sychronization Service” Be Patient this can take up to 10 minutes to start…
User Profile Service Application
Central Administration Application Management Manage Service Applications User Profile Service Application
Active Directory Synchronization
Active Directory Connection
Special Permissions
Active Directory Users
Synchronization Filters
Disabled User Filter
Additional Filters
Start Profile Synchronization
Starting Profile Synchronization
Search – Almost There!!
Quote
The Cool Stuff!!
Skill Searching Corporate Directory Custom User Properties Managed Metadata Integration Pictures Integration Active Directory Import & Export
Custom User Properties
Managed Metadata
Term Set
Manage User Properties
SLOW
Manage User Properties
New Property Name Display Name Type (Single, Multi, etc…) Length Multi-value Separator (Comma or
Semicolon) Pick a Term Set (If Using) Enter Description Policy Information Display Information Search Information Active Directory Connection
Manage User Properties
Manage User Properties
Manage User Properties Active Directory Mapping
Verification
User Profile: Custom Properties
Manage User Properties
Manage User Properties
Manage User Properties
Not displayed here but it can be…
Cheat Sheet
http://spmindmelt.focalpointsolutions.co/?p=19
Corporate Directory
Providing the Layout Go to your Search Center Site Settings Look & Feel Page Layouts & Site Template (Welcome Page) Search People in the Page Layouts section.
Adding the Page
Go back to the Search Center
Select Files New Document Select Page
Create Page
No Spaces
Edit Page Edit People Search Core Results Web Part Select Change Query Property Filter: ‘contentclass’ Equals Manual Value spspeople
Note: You can change these to show other metadata properties that are defined in the search center by selecting the ‘Choose refiners’ option on the refinement web part. The managed property must have the ‘Refinable’ option selected in the search schema for it to be available in this list.
Add Sort Options
Edit Page Edit People Search Core Results Web Part Check “Show sort dropdown”
Note: Ensure that the managed property you want to sort by has the Sortable option enabled in the search schema. Search Service Application, Search Schema, Select the LastName managed property and select the Sortable: ‘Yes – active’ option (do the same for all properties you want to sort). Note you will need a full crawl for this to take effect.
[{“name”:”First Name (A-Z)”,”sorts”:[{“p”:”FirstName”,”d”:0}]},{“name”:”Last Name (A-Z)”,”sorts”:[{“p”:”LastName”,”d”:0}]},{“name”:”Location”,”sorts”:[{“p”:”Location”,”d”:0}]}]
Example: First, Last name &
Location
Want to add more viewable
fields?
Sort
#Boom
By Default
Full Name Title Department
Search Display Template
Site Settings, Master Page & Page Layouts Locate the Item_Person.html file under
Display Templates/Search Make a copy of the file… Update Variable(s) Link to the File Impress Everyone!!
Updating Display Template
From the Corporate Directory navigate to Site Settings. In the Look and Feel section chose Design Manager.
In Design Manager choose Upload Design Files.
Click the link at the top of the page to open the Master Page Gallery in Windows Explorer.
Item_Person.html
Locate and make a copy.
Modify Display Template
Open the file in a text editor and find the title tag. Change the title to Corporate Directory People Item.
Add Fields<mso Tags
– These control the metadata for the Display Template. The one we’re interested in is the ManagedPropertyMapping tag. Add any new custom properties to this tag before we can display that property in the page. This is where you have to decide what Managed Properties from the Search Service you are going to use in your page. In this case, we will need to find what Managed Property that is being used, In the Use Case their wanting to find what is being used for their Cell Phone.
Upload & Apply New Display Template
Click and drag the new display template file to the mapped directory After it is coping, go back to Design manager, you will see that the file should have a
status of ‘Conversion Successful’ Publish a major version Go to the Corporate Directory Page and edit the page Edit the ‘Core Search Results’ webpart In the WebPart Properties, click Display Templates Choose, ‘Use a single template to display items Choose the ‘Corporate Direct People Item’ template Hit Save Publish the page
Customized Corporate Directory!
Template Includes:• Extension• Mobile Phone• Position• Location• Email Address
My Thank You
Building a Corporate Directory in Under 10 Minutes
http://spmindmelt.focalpointsolutions.co/sharepoint-corporate-directory-in-under-10-minutes-woot/
Item_Person_Updated2.html Item_Person_Updated.html
Different View
Want this too?
• HTML & CSS File• Insert the .html file in
– /catalogs/masterpage/Display Templates/Search
• On People Search Page, Edit the Core Results Web Part
• Change Default Template to People Item (Custom)
• Upload .css file to the Style Library (Must have publishing enabled).
• Site Settings, Look & Feel, Master Page, Alternate Stylesheet and attach .css file uploaded.
CorpDirectory_Updated.zipCorpDirectory_Updated.zip
CorpDirectory_Updated.zip
Coolest Profile Ever!!
Cool Profile #2 – Difference is? Why?
Silverlight Org Chart
User Adoption“The Key to all Project Success”
O365 Proof
Show of Hands
@sldeere
www.linkedin.com/in/stacydeere
https://www.facebook.com/focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.coCOMPANY: http://focalpointsolutions.co
