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User Profiles: I Didn’t Know I Could Do That?Stacy L. Deere-Strole
Focal Point Solutions, LLC
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What is a User Profile User Profile vs. MySite Where Do I Start Demo The Cool Stuff The Rewards Corporate Directory
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• Can you have one without the other?• Why would you not have MySites?• Any reason you would 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.
Where Do I Start
Links on User Profile Permissions & Planning
• http://technet.microsoft.com/en-us/library/hh296982(v=office.15).aspx• http://technet.microsoft.com/en-us/library/ff182925(v=office.15).aspx• http://technet.microsoft.com/en-us/library/ee721049(v=office.15).aspx• User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19• Managed Metadata: http://spmindmelt.focalpointsolutions.co/?p=25
How and Can a User Profile
Help My Company?
•Self-Service•Whose Who•Meeting Preparation•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• Work Management• Workflows• Custom
Development• Exchange• Lync
Active Directory
Integration!
• Import Capabilities• Export Capabilities• Force Active Directory to get
Updated• Automation not Manualization • Does it pull from another system?• Does it push to another system?• Is there always an ongoing project
for AD?
Building the User Profile Service Application?
User Profile Service
Application
• Central Administration• Application Management• Manage Service Applications• New• User Profile Service Application
Step #1
Step #2
Step #3
Step #4
Step #5
Step #6
Step #7
Almost There… Step #8
• System Settings• Manage Services on Server• Select Start on “User Profile Service”• WAIT 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
Active Directory Users
Synchronization Filters
Completed Disabled User Filter
Start Profile Synchronization
Starting Profile Synchronization
Search – Almost There!!
The Cool Stuff!!
Skill Searching Corporate Directory Custom User Properties Managed Metadata Integration Pictures Integration Active Directory Import & Export
Synchronization
Decrease Manual Inputting
Custom User Properties
The Cool Stuff
Managed Metadata
Manage User Properties
Manage User Properties
• New Property• Name• Display Name• Type (Single, Multi, etc…)• Length• Multivalue 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
Manage User Profiles Verification
User Profile: Custom Properties
Manage User Properties
Manage User Properties
Manage User Properties
Not displayed here but it can
be…
Cheat Sheet
User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19
Out of the Box Organizational Chart with Custom Styling
Quick Corporate Directory
Providing the Layout Site Settings Look & Feel Page Layouts & Site Template (Welcome Page) Search People in the Page
Layouts section.
Adding the Page
Search Center Select Files New Document Select Page
Create Page
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”
Example (First Name, Last Name & Location):
[{“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}]}]
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.
Sort
Want to add more viewable
fields?
Sort
Want More?
By Default• Full Name• Title• Department
Search Display Template
• 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
Now open the file in a text editor and find the title tag. Change the title to Corporate Direct 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 ‘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
Poof Magic
Did You Know?
Coolest Profile Ever!!
Cool Profile #2 – Difference is? Why?
Silverlight Org Chart
The Quick Wins…We ALL Need
Them! Corporate Directory Skill Sets Organizations Pictures!!! Find where your key points of failures are
and key in on them… don’t shy away.
User Adoption“The Key to all Project Success”
O365 Proof
Show of Hands
Book Raffle
Who wants to win a book??
@sldeere
www.linkedin.com/in/stacydeere
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BLOG: http://spmindmelt.focalpointsolutions.coCOMPANY: http://focalpointsolutions.co
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