UserProfiles_RichmondDemo

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User Profiles: I Didn’t Know I Could Do That?
Stacy L. Deere-Strole
Focal Point Solutions, LLC
Co-Author of Using
Managed Metadata
SharePoint
2010 & 2013
 What is a User Profile
 User Profile vs. MySite
 Where Do I Start
 Demo
 The Cool Stuff
 The Rewards
 Corporate Directory
• A user profile is a visual display of
personal data associated with a
specific user, or a customized desktop
environment.
• A profile refers therefore to the explicit
digital representation of a person's
identity.
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?
How many of you are using them?
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
• 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!!
Integration
If User Profiles only did 1 thing
and touched nothing else how
useful would it really be?
•
•
•
•
•
Search
Managed Metadata
Work Management
Workflows
Custom
Development
• Exchange
• Lync
• 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?
How can I build a
User Profile
Service
Application?
User Profile Service Application
Step #1
Step #2
Step #3
Step #4
Step #5
Step #6
Step #7
Almost There… Step #8
• WAIT DON’T DO IT I KNOW YOU WANT TO…
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
NON-EXISTANT MANUAL INPUTTING ON A REGULAR BASIS
The Cool Stuff
Custom User Properties
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
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 & Social Distance):
[{"name":"First name (A-Z)","sorts":[{"p":"FirstName","d":0}]},{"name":"First name
(Z-A)","sorts":[{"p":"FirstName","d":1}]}, {"name":"Last name (AZ)","sorts":[{"p":"LastName","d":0}]},{"name":"Last name (ZA)","sorts":[{"p":"LastName","d":1}]}, {"name":"Social distance","sorts":[]}]
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
Did You Know?
Coolest Profile Ever!!
Cool Profile #2 – Difference is?
Why?
Silverlight Org Chart

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
Corporate Directory
Skill Sets
Organizations
Pictures!!!
Find where your key points of failures are
and key in on them… don’t shy away.
How many are Profilivers Now?
The Award and
the Thank You
30 Free
Assessments!!
@sldeere
sdeere@focalpointsolutions.co
www.linkedin.com/in/stacydeere
https://www.facebook.com/focalpointsolutions.co
COMPANY: http://focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.co
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