SPS Chicago Suburbs - Taking User Profiles to New Heights!

Taking User Profiles to New Heights!
Stacy L. Deere-Strole
Focal Point Solutions, LLC

 WhatisaUser Profile
 User Profilevs.MySite
 WhereDoIStart
 Demo
 TheCool Stuff
 TheRewards
 CorporateDirectory
 Freebies

What is a User Profile?
A userprofileis avisualdisplay
ofpersonaldataassociatedwith
aspecificuser,oracustomized
desktopenvironment.

User Profile vs. MySites
 Youcanhaveonewithout
theother!
 Whywould younotuse
MySites?
 Whywould younotuse
User Profiles?

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.

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

How and Can a User Profile
Help My Company?
 Self-Service
 WhoseWho(MeetingPrep)
 QuickInformation
 LearnAboutYourCompany
 BuildsCompanyBonding
 Integration toOtherSystems
 Customizable toSuitYOUR
Needs!!

Service Integration Points?
 Search
 ManagedMetadata
 Workflows
 Custom Development
 Exchange
 Lync

Active Directory Integration!
 ImportCapabilities
 ExportCapabilities
 ForceActiveDirectorytogetUpdated
 AutomationnotManualization 
 IsYourADUptoDate?
 Doesitpullfromanothersystem?
 Doesitpushtoanothersystem?
 IstherealwaysanongoingprojectforAD?
 ADAdmins wantnoneofit!

How to build and configure the User
Profile Service Application?

User Profile Service
Application
 CentralAdministration
 ApplicationManagement
 ManageServiceApplications
 New
 UserProfileServiceApplication

Step #5
MySite Web App HAS to
exist prior to configuration.

Step #6
Default but can be
changed.

Step #7
Arrived in 2013
Service Pack 1!

Almost There… Step #8
 SystemSettings
 ManageServicesonServer
 SelectStarton“UserProfileService”
 STOPDON’TDOITIKNOWYOUWANTTO…
 InitiateanIISReset
 Start“UserProfileSychronizationService”
 BePatientthiscantakeupto10minutestostart…

User Profile Service
Application
 CentralAdministration
 ApplicationManagement
 ManageServiceApplications
 UserProfileServiceApplication

Active Directory
Synchronization

Starting Profile
Synchronization

The Cool Stuff!!
 SkillSearching
 CustomUser Properties
 ManagedMetadata Integration
 PicturesIntegration
 ActiveDirectoryImport&Export

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

Active Directory Mapping

User Profile: Custom
Properties

Not displayed
here but it
can be…

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.

Adding the Page
 Go back to the
Search Center
 Select Files
 New Document
 Select Page

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

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.

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

Want to add
more viewable
fields?
Sort
#Boom

By Default
 Full Name
 Title
 Department

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!!

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.

Item_Person.html
Locate and
make a
copy.

Modify Display Template
Open the file in a text editor and find the title
tag. Change the title to Corporate Directory
People Item.

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.

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

Customized Corporate
Directory!
Template Includes:
• Extension
• Mobile Phone
• Position
• Location
• Email Address

My Thank You
Building a Corporate Directory in Under 10 Minutes

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

Cool Profile #2 –
Difference is? Why?

User Adoption
“The Key to all Project Success”

@sldeere
www.linkedin.com/in/stacydeere
https://www.facebook.com/focalpointsolutions.co
sdeere@focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.co
COMPANY: http://focalpointsolutions.co

SPS Chicago Suburbs - Taking User Profiles to New Heights!

More Related Content

What's hot (7)

Viewers also liked (13)

Similar to SPS Chicago Suburbs - Taking User Profiles to New Heights! (20)

Recently uploaded (20)

SPS Chicago Suburbs - Taking User Profiles to New Heights!