How many of you know what User Profiles can do? When I typically ask that question I get responses such as: It connects to Active Directory so that properties can be synced into SharePoint so we can use that info (but not sure how), or the most popular, we can add pictures to our profile and other information that others can see. Both of those answers are true but only scratch the surface of what User Profiles can do in SharePoint and most importantly for your organization. I could talk for hours about all the great things that User Profiles can do, but, in addition to talking about it I’m going to show you all the things that a User Profile can do and how the functionality can improve meeting preparation, company bonding and getting to know more about the organization you work for. I won’t stop there either, as we will also venture down the path of application integration and how it can streamline processes and limit human error in day to day processes. With the user of User Profiles you can be on your way to building that one stop shop for company information.

1. Taking User Profiles to New Heights!
Stacy L. Deere-Strole
Focal Point Solutions, LLC

2. SPONSORS!!!

4.  WhatisaUser Profile
 User Profilevs.MySite
 WhereDoIStart
 Demo
 TheCool Stuff
 TheRewards
 CorporateDirectory
 Freebies

5. What is a User Profile?
A userprofileis avisualdisplay
ofpersonaldataassociatedwith
aspecificuser,oracustomized
desktopenvironment.

6. User Profile vs. MySites
 Youcanhaveonewithout
theother!
 Whywould younotuse
MySites?
 Whywould younotuse
User Profiles?

7. 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. Proper Planning

10. Microsoft Links:
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
Blog Articles:
User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19
Managed Metadata: http://spmindmelt.focalpointsolutions.co/?p=25
Planning Starters
Helpful Links

11. How and Can a User Profile
Help My Company?
 Self-Service
 WhoseWho(MeetingPrep)
 CorporateDirectory
 QuickInformation
 LearnAboutYourCompany
 BuildsCompanyBonding
 Integration toOtherSystems
 Customizable toSuitYOUR
Needs!!

12. Service Integration Points?
 Search
 ManagedMetadata
 Workflows
 Custom Development
 Exchange
 Lync

13. Active Directory Integration!
 ImportCapabilities
 ExportCapabilities
 ForceActiveDirectorytogetUpdated
 AutomationnotManualization 
 IsYourADUptoDate?
 Doesitpullfromanothersystem?
 Doesitpushtoanothersystem?
 IstherealwaysanongoingprojectforAD?
 ADAdmins wantnoneofit!

14. How to build and configure the User
Profile Service Application?

15. User Profile Service
Application
 CentralAdministration
 ApplicationManagement
 ManageServiceApplications
 New
 UserProfileServiceApplication

16. Step #1

17. Step #2

18. Step #3

19. Step #4

20. Step #5
MySite Web App HAS to
exist prior to configuration.

21. Step #6
Default but can be
changed.

22. Step #7
Arrived in 2013
Service Pack 1!

23. Almost There… Step #8
 SystemSettings
 ManageServicesonServer
 SelectStarton“UserProfileService”
 STOPDON’TDOITIKNOWYOUWANTTO…
 InitiateanIISReset
 Start“UserProfileSychronizationService”
 BePatientthiscantakeupto10minutestostart…

24. User Profile Service
Application
 CentralAdministration
 ApplicationManagement
 ManageServiceApplications
 UserProfileServiceApplication

25. Active Directory
Synchronization

26. Active Directory Connection

27. Active Directory Users

28. Synchronization Filters

29. Disabled User Filter

30. Additional Filters

31. Start Profile
Synchronization

32. Starting Profile
Synchronization

33. Search – Almost There!!

34. Quote

35. The Cool Stuff!!
 SkillSearching
 CorporateDirectory
 CustomUser Properties
 ManagedMetadata Integration
 PicturesIntegration
 ActiveDirectoryImport&Export

37. Custom User Properties

38. Managed Metadata

39. Manage User Properties
SLOW

40. 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

41. Manage User Properties

42. Manage User Properties

43. Manage User Properties
Active Directory Mapping

44. Verification

45. User Profile: Custom
Properties

46. Manage User Properties

47. Manage User Properties

48. Manage User Properties
Not displayed
here but it
can be…

49. Cheat Sheet

54. Corporate Directory

55. Providing the Layout
 Go to your Search Center
 Site Settings
 Look & Feel
 Page Layouts & Site Template
 (Welcome Page) Search People in the Page Layouts section.

56. Adding the Page
 Go back to the
Search Center
 Select Files
 New Document
 Select Page

57. Create Page

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

59. 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.

60. Add Sort Options
 Edit Page
 Edit People Search Core Results Web Part
 Check “Show sort dropdown”
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.
[{“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}]}]
Example: First,
Last name &
Location

61. Want to add
more viewable
fields?
Sort
#Boom

62. By Default
 Full Name
 Title
 Department

64. Search Display Template
 Site Settings, Master Page & Page Layouts
 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!!

65. 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.

66. Item_Person.html
Locate and
make a
copy.

67. Modify Display Template
Open the file in a text editor and find the title
tag. Change the title to Corporate Directory
People Item.

68. 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.

69. 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 ‘Core 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

70. Customized Corporate
Directory!
Template Includes:
• Extension
• Mobile Phone
• Position
• Location
• Email Address

72. My Thank You
Building a Corporate Directory in Under 10 Minutes

73. Different View

74. Want this too?
• HTML & CSS File
• Insert the .html file in
– /catalogs/masterpage/Display
Templates/Search
• On People Search Page, Edit the Core
Results Web Part
• Change Default Template to People Item
(Custom)
• Upload .css file to the Style Library
(Must have publishing enabled).
• Site Settings, Look & Feel, Master Page,
Alternate Stylesheet and attach .css file
uploaded.
http://en.share-gate.com/blog/corporate-directory-sharepoint-search

76. Coolest Profile Ever!!

77. Cool Profile #2 –
Difference is? Why?

78. Silverlight Org Chart

79. User Adoption
“The Key to all Project Success”

80. O365 Proof

81. Show of Hands

82. SPONSORS!!!

83. @sldeere
www.linkedin.com/in/stacydeere
https://www.facebook.com/focalpointsolutions.co
sdeere@focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.co
COMPANY: http://focalpointsolutions.co