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User Profiles: I Didn’t Know I Could Do That?
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User Profiles: I Didn’t Know I Could Do That?Stacy L. Deere-Strole
Focal Point Solutions, LLC
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Co-Author of Using Managed
Metadata SharePoint 2010 & 2013
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• A user profile is a visual display of personal data associated with a specific user, or a customized desktop environment.
• A profile refers therefore to the explicit digital representation of a person's identity.
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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?
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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.
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Where Do I Start
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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
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•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!!
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Integration
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• Search• Managed Metadata• Work Management• Workflows• Custom
Development• Exchange• Lync
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• Import Capabilities• Export Capabilities• Force Active Directory to get Updated• Automation not Manualization
• Is Your AD Up to Date?• Does it pull from another system?• Does it push to another system?• Is there always an ongoing project
for AD?
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How can I build a User Profile
Service Application?
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User Profile Service Application
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Step #1
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Step #2
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Step #3
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Step #4
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Step #5
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Step #6
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Step #7
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Almost There… Step #8
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User Profile Service Application
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Active Directory Synchronization
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Active Directory Connection
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Active Directory Users
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Synchronization Filters
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Completed Disabled User Filter
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Start Profile Synchronization
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Starting Profile Synchronization
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Search – Almost There!!
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Skill Searching Corporate Directory Custom User Properties Managed Metadata
Integration Pictures Integration Active Directory Import &
Export Synchronization
NON-EXISTANT MANUAL INPUTTING ON A REGULAR BASIS
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The Cool Stuff
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Custom User Properties
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Managed Metadata
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Manage User Properties
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Manage User Properties
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Manage User Properties
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Manage User Properties
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Manage User Properties – Active Directory Mapping
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Manage User Profiles - Verification
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User Profile: Custom Properties
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Manage User Properties
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Manage User Properties
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Manage User PropertiesNot displayed here but it can
be…
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Cheat Sheet
User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19
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Quick Corporate Directory
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Providing the Layout
Site Settings Look & Feel Page Layouts & Site Template (Welcome Page) Search People in the
Page Layouts section.
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Adding the Page
Search Center Select Files New Document Select Page
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Create Page
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Edit Page Edit People Search Core Results Web Part Select Change Query Property Filter: ‘contentclass’ Equals Manual Value spspeople
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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.
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Add Sort Options Edit Page Edit People Search Core Results Web Part Check “Show sort dropdown”
Example (First Name, Last Name & Social Distance):
[{"name":"First name (A-Z)","sorts":[{"p":"FirstName","d":0}]},{"name":"First name (Z-A)","sorts":[{"p":"FirstName","d":1}]}, {"name":"Last name (A-Z)","sorts":[{"p":"LastName","d":0}]},{"name":"Last name (Z-A)","sorts":[{"p":"LastName","d":1}]}, {"name":"Social distance","sorts":[]}]
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.
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Sort
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Did You Know?
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Coolest Profile Ever!!
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Cool Profile #2 – Difference is? Why?
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Silverlight Org Chart
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How many are Profilivers Now?
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The Award and the Thank You
30 Free Assessments!!
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@sldeere
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BLOG: http://spmindmelt.focalpointsolutions.coCOMPANY: http://focalpointsolutions.co