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

4. • 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.

5. 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?

6. 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.

7. Where Do I Start

8. 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

9. •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!!

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

11. •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?

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

13. User Profile Service Application

14. Step #1

15. Step #2

16. Step #3

17. Step #4

18. Step #5

19. Step #6

20. Step #7

21. Almost There… Step #8

22. User Profile Service Application

23. Active Directory Synchronization

24. Active Directory Connection

25. Active Directory Users

26. Synchronization Filters

27. Completed Disabled User Filter

28. Start Profile Synchronization

29. Starting Profile Synchronization

30. Search – Almost There!!

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

33. The Cool Stuff

34. Custom User Properties

35. Managed Metadata

36. Manage User Properties

37. Manage User Properties

38. Manage User Properties

39. Manage User Properties

40. Manage User Properties –
Active Directory Mapping

41. Manage User Profiles -
Verification

42. User Profile: Custom Properties

43. Manage User Properties

44. Manage User Properties

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

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

51. Quick Corporate Directory

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

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

54. Create Page

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

56. 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.

57. 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.

58. Sort
Want to add
more viewable
fields?
Sort

59. Want More?
By Default
•Full Name
•Title
•Department

60. 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!!

61. 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.

62. Item_Person.html
Locate and
make a
copy.

63. Modify Display Template
Now open the file in a text editor and find the
title tag. Change the title to Corporate Direct
People Item.

64. 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.

65. 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

66. Poof Magic

67. Did You Know?

68. Coolest Profile Ever!!

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

70. Silverlight Org Chart

73. How many are Profilivers Now?

74. K2

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