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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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Presentation on theme: "User Profiles: I Didn’t Know I Could Do That? Stacy L. Deere-Strole Focal Point Solutions, LLC."— Presentation transcript:

1 User Profiles: I Didn’t Know I Could Do That? Stacy L. Deere-Strole Focal Point Solutions, LLC

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3 Co-Author of Using Managed Metadata SharePoint 2010 & 2013

4  What is a User Profile  User Profile vs. MySite  Where Do I Start  Demo  The Cool Stuff  The Rewards  Corporate Directory

5 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.

6 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?

7 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.

8 Where Do I Start

9 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=19http://spmindmelt.focalpointsolutions.co/?p=19 Managed Metadata: http://spmindmelt.focalpointsolutions.co/?p=25http://spmindmelt.focalpointsolutions.co/?p=25

10 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!!

11 Integration

12 Search Managed Metadata Work Management Workflows Custom Development Exchange Lync

13 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?

14 How can I build a User Profile Service Application?

15 User Profile Service Application

16 Step #1

17 Step #2

18 Step #3

19 Step #4

20 Step #5

21 Step #6

22 Step #7

23 Almost There… Step #8

24 User Profile Service Application

25 Active Directory Synchronization

26 Active Directory Connection

27 Active Directory Users

28 Synchronization Filters

29 Completed Disabled User Filter

30 Start Profile Synchronization

31 Starting Profile Synchronization

32 Search – Almost There!!

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34 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

35 The Cool Stuff

36 Custom User Properties

37 Managed Metadata

38 Manage User Properties

39 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

40 Manage User Properties

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42 Manage User Properties – Active Directory Mapping

43 Manage User Profiles - Verification

44 User Profile: Custom Properties

45 Manage User Properties

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47 Not displayed here but it can be…

48 Cheat Sheet User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19http://spmindmelt.focalpointsolutions.co/?p=19

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55 Quick Corporate Directory

56 Providing the Layout  Site Settings  Look & Feel  Page Layouts & Site Template  (Welcome Page) Search People in the Page Layouts section.

57 Adding the Page  Search Center  Select Files  New Document  Select Page

58 Create Page

59  Edit Page  Edit People Search Core Results Web Part  Select Change Query  Property Filter: ‘contentclass’  Equals  Manual Value  spspeople

60 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.

61 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 (A- Z)","sorts":[{"p":"LastName","d":0}]},{"name":"Last name (Z- A)","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.

62 Sort

63 Did You Know?

64 Coolest Profile Ever!!

65 Cool Profile #2 – Difference is? Why?

66 Silverlight Org Chart

67  Corporate Directory  Skill Sets  Organizations  Pictures!!!  Find where your key points of failures are and key in on them… don’t shy away.

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69 How many are Profilivers Now?

70 The Award and the Thank You 30 Free Assessments!!

71 @sldeere www.linkedin.com/in/stacydeere https://www.facebook.com/focalpointsolutions.co sdeere@focalpointsolutions.co BLOG: http://spmindmelt.focalpointsolutions.co COMPANY : http://focalpointsolutions.co


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