Download presentation
Presentation is loading. Please wait.
Published byBraiden Pearsall Modified over 9 years ago
1
User Profiles: I Didn’t Know I Could Do That? Stacy L. Deere-Strole Focal Point Solutions, LLC
2
Raffle
3
SharePint 1001 W Royal Ln, Irving, TX 75039 Come Get Social!!
5
What is a User Profile User Profile vs. MySite Where Do I Start Demo The Cool Stuff The Rewards Corporate Directory
6
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.
7
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?
8
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.
9
Where Do I Start
10
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=19http://spmindmelt.focalpointsolutions.co/?p=19 Managed Metadata: http://spmindmelt.focalpointsolutions.co/?p=25http://spmindmelt.focalpointsolutions.co/?p=25
11
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!!
12
Search Managed Metadata Work Management Workflows Custom Development Exchange Lync
13
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?
14
How can I build a User Profile Service Application?
15
User Profile Service Application
16
Step #1
17
Step #2
18
Step #3
19
Step #4
20
Step #5
21
Step #6
22
Step #7
23
Almost There… Step #8
24
User Profile Service Application
25
Active Directory Synchronization
26
Active Directory Connection
27
Active Directory Users
28
Synchronization Filters
29
Completed Disabled User Filter
30
Start Profile Synchronization
31
Starting Profile Synchronization
32
Search – Almost There!!
34
The Cool Stuff!! Skill Searching Corporate Directory Custom User Properties Managed Metadata Integration Pictures Integration Active Directory Import & Export Synchronization Decrease Manual Inputting
35
The Cool Stuff
36
Custom User Properties
37
Managed Metadata
38
Manage User Properties
39
New Property Name Display Name Type (Single, Multi, etc…) Length Multivalue Separator (Comma or Semicolon) Pick a Term Set (If Using) Enter Description Policy Information Display Information Search Information Active Directory Connection
40
Manage User Properties
42
Manage User Properties – Active Directory Mapping
43
Manage User Profiles - Verification
44
User Profile: Custom Properties
45
Manage User Properties
47
Not displayed here but it can be…
48
Cheat Sheet User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19http://spmindmelt.focalpointsolutions.co/?p=19
53
Quick Corporate Directory
54
Providing the Layout Site Settings Look & Feel Page Layouts & Site Template (Welcome Page) Search People in the Page Layouts section.
55
Adding the Page Search Center Select Files New Document Select Page
56
Create Page
57
Edit Page Edit People Search Core Results Web Part Select Change Query Property Filter: ‘contentclass’ Equals Manual Value spspeople
58
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.
59
Add 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.
60
Sort Want to add more viewable fields? Sort
61
Want More? By Default Full Name Title Department
62
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!!
63
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.
64
Item_Person.html Locate and make a copy.
65
Modify Display Template Now open the file in a text editor and find the title tag. Change the title to Corporate Direct People Item.
66
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.
67
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
68
Poof Magic
69
Did You Know?
70
Coolest Profile Ever!!
71
Cool Profile #2 – Difference is? Why?
72
Silverlight Org Chart
73
Corporate Directory Skill Sets Organizations Pictures!!! Find where your key points of failures are and key in on them… don’t shy away.
75
O365 Proof
76
Show of Hands
77
@sldeere www.linkedin.com/in/stacydeere https://www.facebook.com/focalpointsolutions.co sdeere@focalpointsolutions.co BLOG: http://spmindmelt.focalpointsolutions.co COMPANY : http://focalpointsolutions.co
Similar presentations
© 2024 SlidePlayer.com. Inc.
All rights reserved.