Having successfully configured user profile synchronization within SharePoint 2010 you may be left wondering what’s next? In this session we will go through the vast array of configuration options that are available such as: • Creating custom user properties that can be applied to user profiles • Creating User Sub-Types to have unique user profiles within an organization • Creating a taxonomy of terms to be used with user profile properties • Customizing User Profiles with additional links, pages and locations

2. Customizing User Profiles in SharePoint 2010

3. Agenda User Profile Overview Custom User Profile Properties Integrating Managed Metadata to User Profiles Creating User Sub-Types Permissions and Policies

4. Assumptions You are not here to learn how to configure User Profile Synchronization You have had a brief look at the new User Profile Service Interested in what is possible with configuration You don’t expect a developer session You can understand my accent 

5. Who am I? SharePoint Analyst - Part Technical, Part Business, Maximum Value Microsoft SharePoint MVP Contributor to CMSWire and NothingButSharePoint Author of www.sharepointanalysthq.com Ex-Chef, still obsessed with food 

6. Why User Profiles? The most important resource many organizations have are their employees Promote organizational characteristics: Innovation, engaged employee, tacit knowledge sharing, values, encouraging collaboration Cornerstone of the new social features in SharePoint 2010 Movement of Web 2.0 software into the enterprise Welcome to Governance!

7. User Profile Overview

8. Setting Up The User Profile Service Read Spencer Harbar’s Blog Follow harbars blog Put a funny picture here

9. CUSTOM USER PROPERTIES

10. What are Custom User Properties Sometimes out of the box is not enough The ability to create your own fields that users can populate on their profile Infinitely configurable and powerful

11. Why would we need more? Social and Business resume Build a complete picture of users within an organization Allow users to enter in their own data Leverage in: Custom Code Search Refiners Workflows And more… However

12. What are Custom User Properties The ability to create your own fields that users can populate on their profile Super powerful as they can be exposed in: Profiles Search Knowledge Management Awkwardly confusing

13. User Properties 16 Data Types Available String Types: Single Value Multiple Values

14. Some Special Types Time Zone Email HTML Date No Year

15. Sections Group properties together Increase readability of profiles

16. Taxonomy Options for User Profiles

17. String Field When: Don’t need to add items to the term store Don’t have a taxonomy Users wont edit values Read only import from AD If using String (Single) or String (Multi Value) do not select a Term Set

18. Folksonomy When: Let users choose from a wide range or value Let them add their own Only String (Single) or String (Multi Value) data types are applicable Click on configure a Term Set Leave it blank

19. Closed Taxonomy When: Tightly controlled options defined Great if organization has an existing taxonomy Create the taxonomy Make sure the submission policy is closed Select the Term Set

20. Open Taxonomy When: Allow users to re-use or create their own terms But limit this to a subset of the taxonomy Create the taxonomy Make sure the submission policy is open Select the Term Set

21. Policy Settings

22. Policy Settings

23. Policy Settings Policy Setting Required, Optional, Disabled for the field Default Privacy Setting Only Me, My Manager, My Team, My Colleagues, Everyone User Can Override Can a user change the Privacy Settings (not the field) Replicable Will populate the user list at each Site Collection

24. Edit Settings

25. Edit Settings Allow Don’t Allow

26. Display Settings

27. Display Settings Show in Profile Properties Will appear under more information Show in Edit Details Page Need to edit details Show updated in newsfeed Will show updates Won’t give users options to turn off however

28. Show in Profile Properties Will appear on the User’s Profile

29. Show In Edit Details Page Will appear when user edits their profile

30. Show Updated In Newsfeed Show updated in newsfeed

31. To Allow Users To Edit Values

32. Before we continue…. A lesson in Australian naming conventions: Take first syllable for a persons name Add ‘O’ to the end First Name: Robert First Syllable: Rob Aussie Name: Rob + O = Robbo

33. How do we find Robbo quickly and easily?

34. Search Alias Great for nicknames or known as, will return a result as if you searched for the user by name Indexed Step one of setting profile items up for search Unfortunately does not happen automatically

35. Possibilities Read Only fields that cannot be edited Fields that users can edit Fields that must be filled in as part of a profile Fields that can be displayed on a user profile And much more…

36. PROFILE SUB TYPES User profile sub types

37. A typical organization Employees External Partners Consultants Temporary Staff How do you capture different information per user type?

38. Profile Sub Types Target specific fields to a specific sub set of users Create alternate profiles for different users Allow all users to be engaged in the social experience of SharePoint Same MySite host Same Policies and Permissions Manual process of adding users to Sub Types

39. Property 1 Property 2 Property 3 Property 4 Property 5 Property 6 Property 1 Property 3 Property 6

40. PERMISSIONS AND POLICIES Permissions and policies

41. Permissions Personal features No memberships or colleagues Create personal site No MySite creation possible Use social features No tagging, Note Boards or Ratings Can be targeted to different groups

42. UPA Administrators Full Control Manage Profiles Manage Audiences Manage Permissions Retrieve People Data for Search Crawlers Ensure your crawl account has this permission Manage Social Data

43. Policies Memberships What will be displayed My Colleagues Remove colleagues Auto-population Recommendation My Links Links on My Site Personalization Links Creation of personalization sites

44. Thanks! User Profiles can be super valuable to your organization! Feel free to connect about any SharePoint related topics www.sharepointanalysthq.com @michalpisarek

45. Don’t Forget SharePint!! Join us at 6:30 pm at TheDaily Pint for a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Please complete your Speaker Evaluation and turn it in before you leave. Drop off at the Community table or at the Cafeteria before closing.

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