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 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