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Spstc2011 Getting the Most from SharePoint's User Profiles

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Overview of SharePoint's Social Feature Architecture and a guide to planning for effective use of the User Profiles.

Overview of SharePoint's Social Feature Architecture and a guide to planning for effective use of the User Profiles.

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  • http://technet.microsoft.com/en-us/library/ee721054.aspx
  • Transcript

    • 1. Getting the Most from SharePoint’s User Profiles(Fri-S3A-105)Architecture Track – 300
      Mike Oryszak (@next_connect)
      Intellinet
      Aug 12, 2011
      Welcome to SharePoint Saturday—The Conference
    • 2. Welcome to SharePoint Saturday—The Conference
      Thank you for being a part of the first SharePoint Saturday conference
      Please turn off all electronic devices or set them to vibrate.
      If you must take a phone call, please do so in the hall so as not to disturb others.
      Open wireless access is available at SSID: SPSTC2011
      Feel free to “tweet and blog” during the session
      Thanks to our Diamond and Platinum Sponsors:
    • 3. About Me
      Practice Manager with Intellinet
      Microsoft SharePoint Server MVP
      Dev and Architect with MS stack since 1996
      Working with SharePoint since 2002
      Raleigh-Durham, NC Area since 1998
    • 4. Outline & Agenda
      Architecture and Feature Overview
      Planning for Deployment
      Planning for User Profiles
      Approaches to Governance
    • 5. Architecture and Feature Overview
      Getting the Most from the User Profiles
    • 6. Two sections
      Shared MySite Host
      Personal Site Collection
      Shared Host Includes
      Newsfeed
      User Profile Pages
      Personal Site Collection
      “My Content”
      Can Include Targeted Links
      Architecture and Feature Overview
    • 7. Architecture and Feature Overview
      Newsfeed
      Aggregated List of Events
      Profile Changes
      Anniversaries
      Birthdays
      Blog Posts
      Tagged Items
      Status Messages
      Settings Personalized
      Subscribe to Events
    • 8. Bio Info
      Organization Browser
      Extended Profile
      Content Authored
      Note Board
      Colleague List
      Architecture and Feature Overview
      User Profiles
    • 9. Personal Site Collection
      Personal & Shared Content
      User is the Owner
      Can Create Sub-Sites
      Great “home base”
      Architecture and Feature Overview
      My Content Site
    • 10. Planning for Deployment
      Getting the Most from the User Profiles
    • 11. Always Deploy MySite Host
      My Site Host Site needed to support User Profiles
      Set User Permissions to:
      Allow Personalized Features
      Allow Provisioning of My Content site
      Allow Social Features
      Without MySite Host
      Cannot view User Profiles
      Social Features only partially functional
      Planning for Deployment
      MySite Host Configuration
    • 12. Decide Where to Configure MySite Host
      Dedicated Web Application
      Segment Personal from Intranet and Collaboration Sites
      Provides better scalability
      Dedicated Content Database(s), can be restored separately
      Apply different Policies
      Within Existing Web Application
      Very small number of users (under 25 users)
      User Profiles only, limited or no My Content sites
      With Custom Auth to prevent additional Auth request
      Recommendation: Plan ahead and separate unless requirements dictate it is on the Shared Web App.
      Planning for Deployment
      MySite Host Location
    • 13. My Content Sites - Minimize Customizations
      Maintaining customizations difficult across n site collections
      Use Feature Stapling if needed, avoid Custom Site Defs
      User Profiles
      Easier to customize since shared by all users
      Limitations
      Turning some features off can be difficult (ex. User Status)
      Privacy Policies Pre-Set
      Planning for Deployment
      MySite Customization
    • 14. Share Services Between Farms
      Can centralize User Profiles in Multi-Farm Global Deployment
      Can specify multiple MySite Host Locations with targeting
      Segment User Profiles
      Can provision additional User Profile Service Applications
      Internal versus External users
      Segment by organizational boundaries
      Planning for Deployment - Advanced
      Multiple Farms or Groups of Users
    • 15. Planning for User Profiles
      Getting the Most from the User Profiles
    • 16. Attributes
      @60 Out of the box attributes
      Can define custom attributes for your organization
      Makes finding people easier
      Highly Configurable
      User Editable
      Show on Profile
      Show on Edit Form
      Show in Newsfeed
      Privacy Policy
      Planning for User Profiles
      Attributes Overview
    • 17. Map out the existing attributes and any new attributes
      Determine how and where it will be used
      Determine sync source/destination if applicable
      Planning for User Profiles
      Attribute Planning
    • 18. Privacy Controls
      Defines who can see what;
      Default Global Policies
      User Override
      Standard Levels (not customizable)
      Only Me
      My Manager
      My Team
      My Colleagues
      Everyone
      Recommendation: Be mindful of sensitive data (pay grades) but as open and transparent as possible.
      Planning for User Profiles
      Privacy Policies
    • 19. Planning for User Profiles
      Profile Synchronization
      Leverage Existing Systems
      Create a comprehensive profile with attributes from each system
      Continue to manage attributes in the Source Systems
      Import Options
      Active Directory
      BCS calling Custom DB or Line of Business System
      HRIS System
      Learning Management System
      Export Options
      Active Directory Domain Services (AD DS)
      Sun Java System Directory Server
      Novell eDirectory
      IBM Tivoli
      Avoid “Multi-Master” Situations if Possible
      (Import + Export)
    • 20. Planning for User Profiles
      Profile Synchronization
      Example:
      Import Active Directory for core attributes
      Import HR System for Position and Education Info
      Import Learning Mgt System for Training and Certifications
      Export Profiles to another Content Management System
    • 21. Planning for User Profiles
      People Search
      Consider how and where users will search for people
      Search output can be customized
    • 22. Planning for User Profiles
      PeopleSearch
      Consider other ways to leverage User Profile Content such as within Collaboration Sites, Department Sites, etc.
    • 23. Can Provide Be Leveraged in Workflow Processes
      Centrally maintained, not process dependent
      Key attributes like:
      Manager
      Delegation
      Division
      Department
      Approval Budget
      Fully accessible via the API and Web Services for use in other systems
      Planning for User Profiles
      Support Business Processes
    • 24. Approaches to governance
      Getting the Most from the User Profiles
    • 25. Leverage or Reference other Appropriate Use Policies
      Information, Email and Internet Use Policies
      Match to organization’s maturity
      Harassment incidents, IM or Social Networking abuse?
      Strike balance appropriate balance to build teams and support collaboration
      Make the policy accessible
      Approaches to Governance
      Appropriate Use Policies
    • 26. Provide a mechanism to report violations
      Allow the community to self-police as much as possible
      Take action for any valid incidents and reinforce expectations
      Approaches to Governance
      Enforcement
    • 27. Focus on Business…
      New Products, Industry News and Reports
      Keep employees informed and connected
      Support Social Interactions
      New Baby, promotion, softball league
      Strong social ties enhances collaboration and engagement
      Allow Creativity
      Support creativity and expressiveness within reason
      Some employees are clowns or jesters
      Employees Already Using Social Tools
      Already using tools like LinkedIn, Facebook, Twitter
      These other tools cannot be fully monitored
      Approaches to Governance
      Setting the Tone
    • 28. Wrap-up
      Getting the Most from the User Profiles
    • 29. Understand the Capabilities
      Define Custom User Attributes
      Understand how Attributes will be Used
      Synchronize Profiles with Existing Systems
      Utilize User Profiles to Support Biz Processes
      Governance, Governance, Governance
      Keys to Getting the Most…
    • 30. TechNet – User Profile Service Overview
      http://technet.microsoft.com/en-us/library/ee662538.aspx
      User Profiles – Creating Custom Properties
      http://www.mikeoryszak.com/sharepoint/user-profiles-%e2%80%93-creating-custom-properties
      User Profiles – Driving Business Process
      http://www.mikeoryszak.com/sharepoint/user-profiles-%e2%80%93-driving-business-process
      User Profile Posts
      http://www.mikeoryszak.com/tag/userprofiles
      Additional Resources
    • 31. Questions?
    • 32. Contact Info
      Blog - http://www.mikeoryszak.com
      Twitter - @Next_Connect
      Email – nextconnect@live.com
      LinkedIn - http://www.linkedin.com/in/michaeloryszak
    • 33. Thanks to Our Other Sponsors!
      Thanks to our Sponsors
    • 34. Session Evaluation
      Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at:
      http://app.fluidsurveys.com/surveys/spstc2011-
      and add the Session number to the URL
      Presenter: ______________________
      Session Name: ______________________
      Session No.: ______________________