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

3. Co-Author of Using
Managed Metadata
SharePoint
2010 & 2013

5. • 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.

6. 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?

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.

8. Where Do I Start

9. 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

10. •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!!

11. • Search
• Managed Metadata
• Work Management
• Workflows
• Custom
Development
• Exchange
• Lync

12. •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?

13. How can I build
a User Profile
Service
Application?

14. User Profile Service Application

15. Step #1

16. Step #2

17. Step #3

18. Step #4

19. Step #5

20. Step #6

21. Step #7

22. Almost There… Step #8

23. User Profile Service Application

24. Active Directory Synchronization

25. Active Directory Connection

26. Active Directory Users

27. Synchronization Filters

28. Completed Disabled User Filter

29. Start Profile Synchronization

30. Starting Profile Synchronization

31. Search – Almost There!!

33.  Skill Searching
 Corporate Directory
 Custom User Properties
 Managed Metadata Integration
 Pictures Integration
 Active Directory Import & Export
Synchronization
Decrease Manual Inputting

34. The Cool Stuff

35. Custom User Properties

36. Managed Metadata

37. Manage User Properties

38. Manage User Properties

39. Manage User Properties

40. Manage User Properties

41. Manage User Properties –
Active Directory Mapping

42. Manage User Profiles -
Verification

43. User Profile: Custom Properties

44. Manage User Properties

45. Manage User Properties

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

47. Cheat Sheet
User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19

52. Quick Corporate Directory

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

54. Adding the Page
 Search Center
 Select Files
 New Document
 Select Page

55. Create Page

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

57. 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.

58. 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.

59. Sort
Want to add
more viewable
fields?

60. Search Display Template
• Locate the Item_Person.html file under
Display Templates/Search
• Make a copy of the file…
• Update Variable

61. Search Display Template
• Enter the appropriate code (sample below)
<!--#_
if(has_cphone == true) {
_#-->
<div id="MobilePhone">
<!--#_
var encodedcphone = $htmlEncode(ctx.CurrentItem.MobilePhone);
var displaycphone = Srch.U.getSingleHHXMLNodeValue(hhProps, "MobilePhone");
if ($isEmptyString(displaycphone)) { displaycphone = encodedcphone }
_#-->
<div id="MobilePhoneValue" class="ms-srch-ellipsis" title="_#= encodedcphone =#_">Mobile: _#=
displaycphone =#_
</div>
</div>
<!--#_
}
_#-->

62. 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

63. Poof Magic

64. Did You Know?

65. Coolest Profile Ever!!

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

67. Silverlight Org Chart

70. How many are Profilivers Now?

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