1. Module 9 User Profiles and Social Networking

2. Module Overview Configuring User Profiles Implementing SharePoint 2010 Social Networking Features

3. Lesson 1: Configuring User Profiles User Profile Service Application Overview of User Profiles Profile Properties Data Connections Editing Profile Data Audiences User Profile Synchronization ForeFront Identity Manager

4. User Profile Service Application User profiles are set up and managed via the Central Administration console User profiles and supporting services are implemented as a service application Includes:  User profile properties  Audiences  Profile synchronization  Organization browsing  My Site Settings Delegation of the service application can be set up

5. Overview of User Profiles User profiles allow SharePoint to keep track of important information about your users User profile information is used in many ways:  Index and search profiles  Provide better search results  Targeting content to audiences  Enable you to search for and connect with people within your organization User profiles are customizable:  Create new properties according to the needs of your organization  Map to Active Directory or other profile data stores

6. Profile Properties SharePoint provides a set of useful properties that are a part of every SharePoint profile:  About me, Picture, Responsibilities  Skills, Birthday, E-mail You can customize and add your own properties Properties can be a variety of types MMS term sets can be used to track profiles values Properties can be defined with or without an import/export source

7. Data Connections You may want to pull in data from an external data source and use it for profile property values You can set up import/export sources on the service application management page Data can come from anywhere Full or incremental schedules can both be set up

8. Editing Profile Data Profile data can be edited in several ways Each profile property can be set to a policy level Properties can be set up to allow or disallow user edits Properties can also have view security of:  Only Me, My Manager, My Workgroup, My Colleagues, Everyone

9. Audiences Grouping users based on user profiles properties Enable the targeting of content to specific sets of users Defining an audience requires several steps

10. User Profile Synchronization Data can come from:  Active Directory  Business Data Connectivity Service  Novell eDirectory 8.7.3  SunOne 5.2  IBM Tivoli 6.2 Forefront identity manager is the core engine that enables two-way replication  Combination of Microsoft Identity Integration Server 2003 and Certificate LifeCycle Manager  Workflow based framework for identity management across heterogeneous systems

11. Forefront Identity Manager A management tool for:  Meta directory  Certificates  Smart Cards  User Provisioning Rich Management Environment/Tools Fully Extensible Four main categories of features:  Policy Management  Credential Management  User Management  Group Management

12. Lesson 2: Implementing SharePoint 2010 Social Networking Features My Sites Overview Architecture of My Site Web Sites Deploy My Sites Configure Social Features Audiences Organization Profiles

13. My Sites Overview Profile Newsfeed Tags and notes Content Organizational browser Colleague and membership management

14. Architecture of My Site Web Sites User profile service My Site Host  Hosts profile and newsfeed components of My Site Web sites  Not created automatically Trusted My Site Host locations  Redirects users on Farm B to a My Site Host on Farm A when they click the My Site link when browsing in Farm B  For organizations with multiple farms or multiple user profile service applications Pages including My Newsfeed, My Profile, My Content

15. Deploy My Sites Create a My Site Host Web application Create a search center site collection Add a managed path for my sites, for example personal Enable self-service site creation for the Web application On the Manage Service Applications page, click the user profile service application  My Sites set up page

16. Configure Social Features The Manage Profile Service page: Central Administration  Application Management  Service Applications: Manage service applications  select the user profile synchronization service row  Manage People section User permissions: Authenticated users can use all features Policies: Visibility of features and metadata My Site Settings Trusted Host locations Personalization site Create links to push to Microsoft Office client applications

17. Audiences Define audiences based on rules Target content to audiences Not for security/permission, but for displaying content Create an audience  Name, description  Owner: informational only – no permissions  Rules: at least one Compile the audience  Membership will not be visible or in effect until compiled  Schedule audience compilation View the audience

18. Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.

22. Organization Profiles Why?  Departments  Teams  Communities of Interest How? Hierarchy Organization profiles  Companies  Divisions  Departments  Teams

23. Lab A: Configuring User Profiles Exercise 1: Creating a User Profile Service Application Exercise 2: Configuring User Profiles Exercise 3: Configuring Profile Import from External Data Sources Logon information Estimated time: 30 minutes

24. Scenario Your corporation has never had an employee directory despite the multiple requests of the Human Resources department. Since implementing SharePoint 2010, the Human Resources department has again requested the directory be implemented using SharePoint User profiles. Previous IT policies prevented making changes to Active Directory and forced the creation of a separate Human Resources database of user information. You have been tasked to set up user profiles in the new farm using Active Directory as the primary data source and integration with profile properties that come from the secondary HR data source.

25. Lab Review What group does the farm account have to be in in order for user profile synchronization to work?

26. Lab B: Administering My Sites Exercise 1: Configuring My Sites Exercise 2: Creating Your My Site and Profile Exercise 3: Configuring Social Networking Features Logon information Estimated time: 30 minutes

27. Scenario Your corporation has never had an employee directory despite the multiple requests of the Human Resources department. Since implementing SharePoint 2010, the Human Resources department has again requested the directory be implemented using SharePoint user profiles. Previous IT policies prevented making changes to Active Directory and forced the creation of a separate Human Resources database of user information. You have been tasked to set up user profiles in the new farm using Active Directory as the primary data source and integration with profile properties that come from the secondary HR data source.

28. Module Review and Takeaways Review Questions