user profiles: i didn't know i could do that?-stacy deere-strole-sharepoint cincy

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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sdeere@focalpointsolutions.co

BLOG: http://spmindmelt.focalpointsolutions.coCOMPANY: http://focalpointsolutions.co

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