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Getting the Most from SharePoint’s User ProfilesSharePoint Saturday Virginia BeachMike OryszakJanuary 8th, 2011
Practice Manager with IntellinetMicrosoft SharePoint Server MVPDev and Architect with MS stack since 1996Working with SharePoint since 2002Raleigh-Durham, NC Area since 1998About Me
Architecture and Feature OverviewPlanning for DeploymentPlanning for User ProfilesApproaches to GovernanceSession Overview
Architecture and Feature OverviewGetting the Most from the User Profiles
Two sectionsShared MySite HostPersonal Site CollectionShared Host IncludesNewsfeedUser Profile PagesPersonal Site Collection“My Content”Can Include Targeted LinksArchitecture and Feature Overview
Aggregated List of EventsProfile ChangesAnniversariesBirthdaysBlog PostsTagged Items Status MessagesSettings PersonalizedSubscribe to EventsArchitecture and Feature OverviewNewsfeed
Bio InfoOrganization BrowserExtended ProfileContent AuthoredNote BoardColleague ListArchitecture and Feature OverviewUser Profiles
Personal Site CollectionUser is the OwnerPersonal & Shared ContentCan Create Sub-SitesGreat “home base”Architecture and Feature OverviewMy Content Site
Planning for DeploymentGetting the Most from the User Profiles
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
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
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
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
Planning for User ProfilesGetting the Most from the User Profiles
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 PolicyRecommendation: Define attributes that describe and support your organization and processes.Planning for User ProfilesCustom Attributes
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
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 TivoliPlanning for User Profiles	Profile Synchronization
Example:Active Directory for core attributesHR System for Position and Education InfoLearning Management System for Training and CertificationsPlanning for User Profiles	Profile Synchronization
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
Approaches to governanceGetting the Most from the User Profiles
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
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
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
Wrap-upGetting the Most from the User Profiles
Understand the CapabilitiesDefine Custom User AttributesSynchronize Profiles with Existing SourcesDeploy the User Profile Service ApplicationUtilize User Profiles to Support Biz ProcessesGovernance, Governance, GovernanceKeys to Getting the Most…
TechNet – User Profile Service Overviewhttp://technet.microsoft.com/en-us/library/ee662538.aspxUser Profiles – Creating Custom Propertieshttp://nextconnect.blogspot.com/2010/06/user-profiles-creating-custom.htmlUser Profiles – Driving Business Processhttp://nextconnect.blogspot.com/2010/06/user-profiles-driving-business-process.htmlSocial Computing Postshttp://nextconnect.blogspot.com/search/label/Social%20ComputingAdditional Resources
Questions?
Contact InfoBlog - http://nextconnect.blogspot.comTwitter - @Next_ConnectEmail – nextconnect@live.comLinkedIn - http://www.linkedin.com/in/michaeloryszak

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Spsvb Getting the Most from user profiles

  • 1. Getting the Most from SharePoint’s User ProfilesSharePoint Saturday Virginia BeachMike OryszakJanuary 8th, 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 PolicyRecommendation: Define attributes that describe and support your organization and processes.Planning for User ProfilesCustom Attributes
  • 16. 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
  • 17. 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 TivoliPlanning for User Profiles Profile Synchronization
  • 18. Example:Active Directory for core attributesHR System for Position and Education InfoLearning Management System for Training and CertificationsPlanning for User Profiles Profile Synchronization
  • 19. 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
  • 20. Approaches to governanceGetting the Most from the User Profiles
  • 21. 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
  • 22. 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
  • 23. 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
  • 24. Wrap-upGetting the Most from the User Profiles
  • 25. Understand the CapabilitiesDefine Custom User AttributesSynchronize Profiles with Existing SourcesDeploy the User Profile Service ApplicationUtilize User Profiles to Support Biz ProcessesGovernance, Governance, GovernanceKeys to Getting the Most…
  • 26. TechNet – User Profile Service Overviewhttp://technet.microsoft.com/en-us/library/ee662538.aspxUser Profiles – Creating Custom Propertieshttp://nextconnect.blogspot.com/2010/06/user-profiles-creating-custom.htmlUser Profiles – Driving Business Processhttp://nextconnect.blogspot.com/2010/06/user-profiles-driving-business-process.htmlSocial Computing Postshttp://nextconnect.blogspot.com/search/label/Social%20ComputingAdditional Resources
  • 28. Contact InfoBlog - http://nextconnect.blogspot.comTwitter - @Next_ConnectEmail – [email protected] - http://www.linkedin.com/in/michaeloryszak