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

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

7. What is a User Profile?
A user profile is a visual display of
personal data associated with a
specific user, or a customized desktop
environment.

8. 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?

9. 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.

10. Where Do I Start

11. 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

12. How and Can
a User Profile
Help My
Company?
•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!!

13. Service Integration
Points?
• Search
• Managed Metadata
• Work Management
• Workflows
• Custom
Development
• Exchange
• Lync

14. Active
Directory
Integration!
•Import Capabilities
•Export Capabilities
•Force Active Directory to get
Updated
•Automation not Manualization 
•Does it pull from another system?
•Does it push to another system?
•Is there always an ongoing project
for AD?

15. Building the User
Profile Service
Application?

16. User Profile
Service
Application
• Central Administration
• Application Management
• Manage Service Applications
• New
• User Profile Service Application

17. Step #1

18. Step #2

19. Step #3

20. Step #4

21. Step #5

22. Step #6

23. Step #7

24. Almost There… Step #8
• System Settings
• Manage Services on Server
• Select Start on “User Profile Service”
• WAIT DON’T DO IT I KNOW YOU WANT TO…
• Initiate an IISReset
• Start “User Profile Sychronization Service”
• Be Patient this can take up to 10 minutes to start…

25. User Profile Service
Application
• CentralAdministration
• ApplicationManagement
• Manage ServiceApplications
• User Profile ServiceApplication

26. Active Directory
Synchronization

27. Active Directory
Connection

28. Active Directory
Users

29. Synchronization
Filters

30. Completed Disabled
User Filter

31. Start Profile Synchronization

32. Starting Profile Synchronization

33. Search – Almost There!!

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

36. Custom User
Properties

37. The Cool Stuff

38. Managed Metadata

39. Manage User
Properties

40. Manage User
Properties
• New Property
• Name
• DisplayName
• Type (Single, Multi,etc…)
• Length
• MultivalueSeparator(Comma orSemicolon)
• PickaTerm Set (IfUsing)
• Enter Description
• PolicyInformation
• DisplayInformation
• SearchInformation
• Active DirectoryConnection

41. Manage User
Properties

42. Manage User
Properties

43. Manage User Properties
Active Directory
Mapping

44. Manage User Profiles
Verification

45. User Profile:
Custom Properties

46. Manage User
Properties

47. Manage User
Properties

48. Manage User
Properties
Not displayed
here but it can
be…

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

53. Out of the Box
Organizational Chart
with Custom Styling

54. Quick Corporate
Directory

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

56. Adding the Page
 Search Center
 Select Files
 New Document
 Select Page

57. Create Page

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

59. 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.

60. Add Sort Options
 Edit Page
 Edit People Search Core Results Web Part
 Check “Show sort dropdown”
Example (First Name, Last Name & Location):
[{“name”:”First Name (A-Z)”,”sorts”:[{“p”:”FirstName”,”d”:0}]},{“name”:”Last Name
(A-
Z)”,”sorts”:[{“p”:”LastName”,”d”:0}]},{“name”:”Location”,”sorts”:[{“p”:”Location”,”d”:0
}]}]
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.

61. Sort
Want to add
more viewable
fields?
Sort

62. Want More?
By Default
• Full Name
• Title
• Department

63. Search Display
Template
• Locate the Item_Person.html file under Display
Templates/Search
• Make a copy of the file…
• Update Variable(s)
• Link to the File
• Impress Everyone!!

64. Updating Display
Template
• From the Corporate Directory navigate to Site Settings. In the Look and Feel
section chose Design Manager.
• In Design Manager choose Upload Design Files.
• Click the link at the top of the page to open the Master Page Gallery in
Windows Explorer.

65. Item_Person.html
Locate and
make a
copy.

66. Modify Display
Template
Now open the file in a text editor and find the title tag.
Change the title to Corporate Direct People Item.

67. Add Fields
• <mso Tags
– These control the metadata for the Display Template. The one we’re interested in is the ManagedPropertyMapping tag. Add any new
custom properties to this tag before we can display that property in the page. This is where you have to decide what Managed Properties
from the Search Service you are going to use in your page. In this case, we will need to find what Managed Property that is being used, In the
Use Case their wanting to find what is being used for their Cell Phone.

68. 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

69. Poof Magic

70. Did You Know?

71. Coolest Profile Ever!!

72. Cool Profile #2 –
Difference is? Why?

73. Silverlight Org Chart

74. The Quick Wins…We
ALL Need Them!
 CorporateDirectory
 SkillSets
 Organizations
 Pictures!!!
 Findwhereyourkeypointsoffailuresare
andkeyinonthem…don’tshyaway.

75. User Adoption
“The Key to all Project Success”

76. O365 Proof

77. Show of Hands

78. Book Raffle
Who wants to
win a book??

79. @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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81. #sharepointcincy2015
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GOL D SPONSORS
EXHI B I TORS
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Please visit the sponsors and express your thanks for their supporting this conference!