User Profiles: I Didn’t Know I Could Do That!! Stacy L. Deere-Strole Focal Point Solutions, LLC

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 What is a User Profile  User Profile vs. MySite  Where Do I Start  Demo  The Cool Stuff  The Rewards  Corporate Directory

What is a User Profile? A user profile is a visual display of personal data associated with a specific user, or a customized desktop environment.

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?

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.

Where Do I Start

Links on User Profile Permissions & Planning User Profile Properties: Managed Metadata:

How and Can a User Profile Help My Company? 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!!

Service Integration Points? Search Managed Metadata Work Management Workflows Custom Development Exchange Lync

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? I Make Up Words

How Do I Do It?

User Profile Service Application Central Administration Application Management Manage Service Applications New User Profile Service Application

Step #1

Step #2 No Spaces!

Step #3 Again No Spaces!

Step #4 One Last time no Spaces!

Step #5 Make sure your MySite Web App has been created!

Step #6

Step #7

Almost There… Step #8 System Settings Manage Services on Server Select Start on “User Profile Service” WAIT DON’T DO IT I KNOW YOU WANT TO… Initiate an IISReset Start “User Profile Synchronization Service” Be Patient this can take up to 10 minutes to start…

User Profile Service Application Central Administration Application Management Manage Service Applications User Profile Service Application

Active Directory Synchronization Let’s Integrate!!

Active Directory Connection

Active Directory Users

Synchronization Filters

Completed Disabled User Filter Magic!!

Start Profile Synchronization

Starting Profile Synchronization

Almost There!! The always forgotten and yet one of the most important pieces of the puzzle… SEARCH!!!

The Cool Stuff!! Skill Searching Corporate Directory Custom User Properties Managed Metadata Integration Pictures Integration Active Directory Import & Export Synchronization Decrease Manual Inputting

Sneak Peak of Cool Stuff

Custom User Properties

Managed Metadata

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

Manage User Properties

Active Directory Mapping

Manage User Profiles - Verification

User Profile: Custom Properties

Manage User Properties

Not displayed here but it can be…

Cheat Sheet User Profile Properties:

User Based Web Part

Quick Corporate Directory

Providing the Layout Site Settings Look & Feel Page Layouts & Site Template (Welcome Page) Search People in the Page Layouts section.

Adding the Page Search Center Select Files New Document Select Page

Create Page

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

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. Refinement

Add Some Flare - Sort Options Edit Page Edit People Search Core Results Web Part Check “Show sort dropdown” Example (First Name, Last Name & Location): [{“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 }]}] 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.

Sort Want to add more viewable fields? Sort

Want More? By Default Full Name Title Department

Search Display Template 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 Now open the file in a text editor and find the title tag. Change the title to Corporate Direct 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 this example we are using 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 ‘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

Poof Magic

Did You Know?

Coolest Profile Ever!!

Cool Profile #2 – Difference is? Why?

Silverlight Org Chart

The Quick Wins…We ALL Need Them!  Corporate Directory  Skill Sets  Organizations  Pictures!!!  Find where your key points of failures are and key in on them… don’t shy away.

User Adoption “The Key to all Project Success”

O365 Proof

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