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SPS Chicago Suburbs - Taking User Profiles to New Heights!

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How many of you know what User Profiles can do? When I typically ask that question I get responses such as: It connects to Active Directory so that properties can be synced into SharePoint so we can use that info (but not sure how), or the most popular, we can add pictures to our profile and other information that others can see. Both of those answers are true but only scratch the surface of what User Profiles can do in SharePoint and most importantly for your organization. I could talk for hours about all the great things that User Profiles can do, but, in addition to talking about it I’m going to show you all the things that a User Profile can do and how the functionality can improve meeting preparation, company bonding and getting to know more about the organization you work for. I won’t stop there either, as we will also venture down the path of application integration and how it can streamline processes and limit human error in day to day processes. With the user of User Profiles you can be on your way to building that one stop shop for company information.

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SPS Chicago Suburbs - Taking User Profiles to New Heights!

  1. 1. Taking User Profiles to New Heights! Stacy L. Deere-Strole Focal Point Solutions, LLC
  2. 2. SPONSORS!!!
  3. 3.  WhatisaUser Profile  User Profilevs.MySite  WhereDoIStart  Demo  TheCool Stuff  TheRewards  CorporateDirectory  Freebies
  4. 4. What is a User Profile? A userprofileis avisualdisplay ofpersonaldataassociatedwith aspecificuser,oracustomized desktopenvironment.
  5. 5. User Profile vs. MySites  Youcanhaveonewithout theother!  Whywould younotuse MySites?  Whywould younotuse User Profiles?
  6. 6. 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.
  7. 7. Proper Planning
  8. 8. Microsoft Links: 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 Blog Articles: User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19 Managed Metadata: http://spmindmelt.focalpointsolutions.co/?p=25 Planning Starters Helpful Links
  9. 9. How and Can a User Profile Help My Company?  Self-Service  WhoseWho(MeetingPrep)  CorporateDirectory  QuickInformation  LearnAboutYourCompany  BuildsCompanyBonding  Integration toOtherSystems  Customizable toSuitYOUR Needs!!
  10. 10. Service Integration Points?  Search  ManagedMetadata  Workflows  Custom Development  Exchange  Lync
  11. 11. Active Directory Integration!  ImportCapabilities  ExportCapabilities  ForceActiveDirectorytogetUpdated  AutomationnotManualization   IsYourADUptoDate?  Doesitpullfromanothersystem?  Doesitpushtoanothersystem?  IstherealwaysanongoingprojectforAD?  ADAdmins wantnoneofit!
  12. 12. How to build and configure the User Profile Service Application?
  13. 13. User Profile Service Application  CentralAdministration  ApplicationManagement  ManageServiceApplications  New  UserProfileServiceApplication
  14. 14. Step #1
  15. 15. Step #2
  16. 16. Step #3
  17. 17. Step #4
  18. 18. Step #5 MySite Web App HAS to exist prior to configuration.
  19. 19. Step #6 Default but can be changed.
  20. 20. Step #7 Arrived in 2013 Service Pack 1!
  21. 21. Almost There… Step #8  SystemSettings  ManageServicesonServer  SelectStarton“UserProfileService”  STOPDON’TDOITIKNOWYOUWANTTO…  InitiateanIISReset  Start“UserProfileSychronizationService”  BePatientthiscantakeupto10minutestostart…
  22. 22. User Profile Service Application  CentralAdministration  ApplicationManagement  ManageServiceApplications  UserProfileServiceApplication
  23. 23. Active Directory Synchronization
  24. 24. Active Directory Connection
  25. 25. Active Directory Users
  26. 26. Synchronization Filters
  27. 27. Disabled User Filter
  28. 28. Additional Filters
  29. 29. Start Profile Synchronization
  30. 30. Starting Profile Synchronization
  31. 31. Search – Almost There!!
  32. 32. Quote
  33. 33. The Cool Stuff!!  SkillSearching  CorporateDirectory  CustomUser Properties  ManagedMetadata Integration  PicturesIntegration  ActiveDirectoryImport&Export
  34. 34. Custom User Properties
  35. 35. Managed Metadata
  36. 36. Manage User Properties SLOW
  37. 37. Manage User Properties  New Property  Name  Display Name  Type (Single, Multi, etc…)  Length  Multi-value Separator (Comma or Semicolon)  Pick a Term Set (If Using)  Enter Description  Policy Information  Display Information  Search Information  Active Directory Connection
  38. 38. Manage User Properties
  39. 39. Manage User Properties
  40. 40. Manage User Properties Active Directory Mapping
  41. 41. Verification
  42. 42. User Profile: Custom Properties
  43. 43. Manage User Properties
  44. 44. Manage User Properties
  45. 45. Manage User Properties Not displayed here but it can be…
  46. 46. Cheat Sheet
  47. 47. Corporate Directory
  48. 48. Providing the Layout  Go to your Search Center  Site Settings  Look & Feel  Page Layouts & Site Template  (Welcome Page) Search People in the Page Layouts section.
  49. 49. Adding the Page  Go back to the Search Center  Select Files  New Document  Select Page
  50. 50. Create Page
  51. 51.  Edit Page  Edit People Search Core Results Web Part  Select Change Query  Property Filter: ‘contentclass’  Equals  Manual Value  spspeople
  52. 52. 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.
  53. 53. Add Sort Options  Edit Page  Edit People Search Core Results Web Part  Check “Show sort dropdown” 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. [{“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}]}] Example: First, Last name & Location
  54. 54. Want to add more viewable fields? Sort #Boom
  55. 55. By Default  Full Name  Title  Department
  56. 56. Search Display Template  Site Settings, Master Page & Page Layouts  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!!
  57. 57. 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.
  58. 58. Item_Person.html Locate and make a copy.
  59. 59. Modify Display Template Open the file in a text editor and find the title tag. Change the title to Corporate Directory People Item.
  60. 60. 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.
  61. 61. 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 ‘Core 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
  62. 62. Customized Corporate Directory! Template Includes: • Extension • Mobile Phone • Position • Location • Email Address
  63. 63. My Thank You Building a Corporate Directory in Under 10 Minutes
  64. 64. Different View
  65. 65. Want this too? • HTML & CSS File • Insert the .html file in – /catalogs/masterpage/Display Templates/Search • On People Search Page, Edit the Core Results Web Part • Change Default Template to People Item (Custom) • Upload .css file to the Style Library (Must have publishing enabled). • Site Settings, Look & Feel, Master Page, Alternate Stylesheet and attach .css file uploaded. http://en.share-gate.com/blog/corporate-directory-sharepoint-search
  66. 66. Coolest Profile Ever!!
  67. 67. Cool Profile #2 – Difference is? Why?
  68. 68. Silverlight Org Chart
  69. 69. User Adoption “The Key to all Project Success”
  70. 70. O365 Proof
  71. 71. Show of Hands
  72. 72. SPONSORS!!!
  73. 73. @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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