User Profiles: I Didn't Know I Could Do That (Updated Demo)
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User profiles and MySites are often confused but are different features in SharePoint. User profiles are representations of users that include personal information, while MySites allow users to create personal sites. Although user profiles don't require MySites, MySites leverage user profiles to populate user information. The document provides steps for configuring user profiles, including connecting to Active Directory, defining custom profile properties, and using managed metadata. It also demonstrates how to build a corporate directory search page for finding user profiles.
![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.](https://image.slidesharecdn.com/userprofilesfulldemo-141219140417-conversion-gate01/85/User-Profiles-I-Didn-t-Know-I-Could-Do-That-Updated-Demo-58-320.jpg)
User Profiles: I Didn't Know I Could Do That (Updated Demo)
- 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
- 28. Completed Disabled User Filter
- 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
- 36. Managed Metadata
- 41. Manage User Properties – Active Directory Mapping
- 42. Manage User Profiles - Verification
- 43. User Profile: Custom Properties
- 46. Manage User Properties Not displayed here but it can be…
- 47. Cheat Sheet User Profile Properties: http://spmindmelt.focalpointsolutions.co/?p=19
- 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?
- 66. Cool Profile #2 – Difference is? Why?
- 70. How many are Profilivers Now?