Getting the Most from SharePoint's User Profiles
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The document discusses getting the most value from SharePoint's user profiles feature. It covers architecture and features of user profiles, planning deployment including configuring the MySite host, planning user profiles by defining attributes and privacy policies, leveraging existing systems for profile data, and approaches to governance. The key aspects are understanding capabilities, defining custom attributes, synchronizing profiles, using profiles to support business processes, and prioritizing governance.
Getting the Most from SharePoint's User Profiles
- 1. Getting the Most from SharePoint’s User ProfilesSharePoint Saturday AtlantaMike Oryszakhttp://www.mikeoryszak.comMay 7th, 2011
- 2. Practice Manager with IntellinetMicrosoft SharePoint Server MVPDev and Architect with MS stack since 1996Working with SharePoint since 2002Raleigh-Durham, NC Area since 1998About Me
- 3. Architecture and Feature OverviewPlanning for DeploymentPlanning for User ProfilesApproaches to GovernanceSession Overview
- 4. Architecture and Feature OverviewGetting the Most from the User Profiles
- 5. Two sectionsShared MySite HostPersonal Site CollectionShared Host IncludesNewsfeedUser Profile PagesPersonal Site Collection“My Content”Can Include Targeted LinksArchitecture and Feature Overview
- 6. Aggregated List of EventsProfile ChangesAnniversariesBirthdaysBlog PostsTagged Items Status MessagesSettings PersonalizedSubscribe to EventsArchitecture and Feature OverviewNewsfeed
- 7. Bio InfoOrganization BrowserExtended ProfileContent AuthoredNote BoardColleague ListArchitecture and Feature OverviewUser Profiles
- 8. Personal Site CollectionUser is the OwnerPersonal & Shared ContentCan Create Sub-SitesGreat “home base”Architecture and Feature OverviewMy Content Site
- 9. Planning for DeploymentGetting the Most from the User Profiles
- 10. Always Deploy MySite HostMy Site Host Site needed to support User ProfilesSet User Permissions to:Allow Personalized FeaturesAllow Provisioning of My Content siteAllow Social FeaturesWithout MySite HostCannot view User ProfilesSocial Features only partially functionalPlanning for DeploymentMySite Host Configuration
- 11. Decide Where to Configure MySite HostDedicated Web ApplicationSegment Personal from Intranet and Collaboration SitesProvides better scalabilityDedicated Content Database(s), can be restored separatelyApply different PoliciesWithin Existing Web ApplicationVery small number of users (under 25 users)User Profiles only, limited or no My Content sitesWith Custom Auth to prevent additional Auth requestRecommendation: Plan ahead and separate unless requirements dictate it is on the Shared Web App.Planning for DeploymentMySite Host Location
- 12. My Content Sites - Minimize Customizations Maintaining customizations difficult across n site collectionsUse Feature Stapling if needed, avoid Custom Site DefsUser ProfilesEasier to customize since shared by all usersLimitationsTurning some features off can be difficult (ex. User Status)Privacy Policies Pre-SetPlanning for DeploymentMySite Customization
- 13. Share Services Between FarmsCan centralize User Profiles in Multi-Farm Global DeploymentCan specify multiple MySite Host Locations with targetingSegment User ProfilesCan provision additional User Profile Service ApplicationsInternal versus External usersSegment by organizational boundariesPlanning for Deployment - AdvancedMultiple Farms or Groups of Users
- 14. Planning for User ProfilesGetting the Most from the User Profiles
- 15. Attributes@60 Out of the box attributesCan define custom attributes for your organizationMakes finding people easierHighly ConfigurableUser EditableShow on ProfileShow on Edit FormShow in NewsfeedPrivacy PolicyPlanning for User ProfilesAttributes Overview
- 16. Map out the existing attributes and any new attributesDetermine how and where it will be usedDetermine sync source/destination if applicablePlanning for User ProfilesAttribute Planning
- 17. Privacy ControlsDefines who can see what; Default Global PoliciesUser Override Standard Levels (not customizable)Only MeMy ManagerMy TeamMy ColleaguesEveryoneRecommendation: Be mindful of sensitive data (pay grades) but as open and transparent as possible.Planning for User ProfilesPrivacy Policies
- 18. Leverage Existing SystemsCreate a comprehensive profile with attributes from each systemContinue to manage attributes in the Source SystemsImport OptionsActive DirectoryBCS calling Custom DB or Line of Business SystemHRIS SystemLearning Management SystemExport OptionsActive Directory Domain Services (AD DS)Sun Java System Directory ServerNovell eDirectoryIBM TivoliAvoid “Multi-Master” Situations if Possible (Import + Export)Planning for User Profiles Profile Synchronization
- 19. Example:Import Active Directory for core attributesImport HR System for Position and Education InfoImport Learning Mgt System for Training and CertificationsExport Profiles to another Content Management SystemPlanning for User Profiles Profile Synchronization
- 20. Consider how and where users will search for peopleSearch output can be customizedPlanning for User ProfilesPeople Search
- 21. Consider other ways to leverage User Profile Content such as within Collaboration Sites, Department Sites, etc.Planning for User ProfilesPeople Search
- 22. Can Provide Be Leveraged in Workflow ProcessesCentrally maintained, not process dependentKey attributes like:ManagerDelegationDivisionDepartmentApproval BudgetFully accessible via the API and Web Services for use in other systemsPlanning for User ProfilesSupport Business Processes
- 23. Approaches to governanceGetting the Most from the User Profiles
- 24. Leverage or Reference other Appropriate Use PoliciesInformation, Email and Internet Use PoliciesMatch to organization’s maturityHarassment incidents, IM or Social Networking abuse?Strike balance appropriate balance to build teams and support collaborationMake the policy accessibleApproaches to GovernanceAppropriate Use Policies
- 25. Provide a mechanism to report violationsAllow the community to self-police as much as possibleTake action for any valid incidents and reinforce expectationsApproaches to GovernanceEnforcement
- 26. Focus on Business…New Products, Industry News and ReportsKeep employees informed and connectedSupport Social InteractionsNew Baby, promotion, softball leagueStrong social ties enhances collaboration and engagementAllow CreativitySupport creativity and expressiveness within reasonSome employees are clowns or jestersEmployees Already Using Social ToolsAlready using tools like LinkedIn, Facebook, TwitterThese other tools cannot be fully monitoredApproaches to GovernanceSetting the Tone
- 27. Wrap-upGetting the Most from the User Profiles
- 28. Understand the CapabilitiesDefine Custom User AttributesUnderstand how Attributes will be UsedSynchronize Profiles with Existing SystemsUtilize User Profiles to Support Biz ProcessesGovernance, Governance, GovernanceKeys to Getting the Most…
- 29. TechNet – User Profile Service Overviewhttp://technet.microsoft.com/en-us/library/ee662538.aspxUser Profiles – Creating Custom Propertieshttp://www.mikeoryszak.com/sharepoint/user-profiles-%e2%80%93-creating-custom-propertiesUser Profiles – Driving Business Processhttp://www.mikeoryszak.com/sharepoint/user-profiles-%e2%80%93-driving-business-processUser Profile Postshttp://www.mikeoryszak.com/tag/userprofilesAdditional Resources
- 30. Questions?
- 31. Contact InfoBlog - http://www.mikeoryszak.comTwitter - @Next_ConnectEmail – [email protected] - http://www.linkedin.com/in/michaeloryszak
Editor's Notes
- #16: http://technet.microsoft.com/en-us/library/ee721054.aspx