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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

2

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?

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 Search Managed Metadata Work Management Workflows Custom Development Exchange Lync

12 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?

13 How can I build a User Profile Service Application?

14 User Profile Service Application

15 Step #1

16 Step #2

17 Step #3

18 Step #4

19 Step #5

20 Step #6

21 Step #7

22 Almost There… Step #8

23 User Profile Service Application

24 Active Directory Synchronization

25 Active Directory Connection

26 Active Directory Users

27 Synchronization Filters

28 Completed Disabled User Filter

29 Start Profile Synchronization

30 Starting Profile Synchronization

31 Search – Almost There!!

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33 The Cool Stuff!!  Skill Searching  Corporate Directory  Custom User Properties  Managed Metadata Integration  Pictures Integration  Active Directory Import & Export Synchronization Decrease Manual Inputting

34 The Cool Stuff

35 Custom User Properties

36 Managed Metadata

37 Manage User Properties

38 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

39 Manage User Properties

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41 Manage User Properties – Active Directory Mapping

42 Manage User Profiles - Verification

43 User Profile: Custom Properties

44 Manage User Properties

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46 Not displayed here but it can be…

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

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52 Quick Corporate Directory

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

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

55 Create Page

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

57 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.

58 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.

59 Sort Want to add more viewable fields?

60 Search Display Template Locate the Item_Person.html file under Display Templates/Search Make a copy of the file… Update Variable

61 Search Display Template Enter the appropriate code (sample below) <!--#_ if(has_cphone == true) { _#--> <!--#_ var encodedcphone = $htmlEncode(ctx.CurrentItem.MobilePhone); var displaycphone = Srch.U.getSingleHHXMLNodeValue(hhProps, "MobilePhone"); if ($isEmptyString(displaycphone)) { displaycphone = encodedcphone } _#--> Mobile: _#= displaycphone =#_ <!--#_ } _#-->

62 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

63 Poof Magic

64 Did You Know?

65 Coolest Profile Ever!!

66 Cool Profile #2 – Difference is? Why?

67 Silverlight Org Chart

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

69

70 How many are Profilivers Now?

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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