SP Fest Denver - Taking User Profiles to New Heights!

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

sdeere@focalpointsolutions.co

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