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Customising user profiles in share point 2010

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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

Publié dans : Technologie
  • Hi. Thanks for sharing this very valuable slidedeck.
    I have a quick question.
    Is it possible to be configure validations rules on editable String fields on EditProfile page, for example Phone numbers should be (xx) xxx xxx xx

    Thanks in advance
    Voulez-vous vraiment ?  Oui  Non
    Votre message apparaîtra ici

Customising user profiles in share point 2010

  1. 1.
  2. 2. Customizing User Profiles in SharePoint 2010<br />
  3. 3. Agenda<br />User Profile Overview<br />Custom User Profile Properties<br />Integrating Managed Metadata to User Profiles<br />Creating User Sub-Types<br />Permissions and Policies <br />
  4. 4. Assumptions<br />You are not here to learn how to configure User Profile Synchronization<br />You have had a brief look at the new User Profile Service<br />Interested in what is possible with configuration<br />You don’t expect a developer session <br />You can understand my accent <br />
  5. 5. Who am I?<br />SharePoint Analyst - Part Technical, Part Business, Maximum Value<br />Microsoft SharePoint MVP<br />Contributor to CMSWire and NothingButSharePoint<br />Author of www.sharepointanalysthq.com<br />Ex-Chef, still obsessed with food <br />
  6. 6. Why User Profiles?<br />The most important resource many organizations have are their employees<br />Promote organizational characteristics:<br />Innovation, engaged employee, tacit knowledge sharing, values, encouraging collaboration<br />Cornerstone of the new social features in SharePoint 2010<br />Movement of Web 2.0 software into the enterprise<br />Welcome to Governance!<br />
  7. 7. User Profile Overview<br />
  8. 8. Setting Up The User Profile Service<br />Read Spencer Harbar’s Blog<br />Follow harbars blog<br />Put a funny picture here<br />
  10. 10. What are Custom User Properties<br />Sometimes out of the box is not enough<br />The ability to create your own fields that users can populate on their profile<br />Infinitely configurable and powerful<br />
  11. 11. Why would we need more?<br />Social and Business resume<br />Build a complete picture of users within an organization<br />Allow users to enter in their own data<br />Leverage in:<br />Custom Code<br />Search Refiners<br />Workflows<br />And more…<br />However<br />
  12. 12. What are Custom User Properties<br />The ability to create your own fields that users can populate on their profile<br />Super powerful as they can be exposed in:<br />Profiles<br />Search<br />Knowledge Management<br />Awkwardly confusing<br />
  13. 13. User Properties<br />16 Data Types Available<br />String Types:<br />Single Value<br />Multiple Values<br />
  14. 14. Some Special Types<br /> Time Zone<br /> Email<br /> HTML <br />Date No Year<br />
  15. 15. Sections<br />Group properties together<br />Increase readability of profiles<br />
  16. 16. Taxonomy Options for User Profiles<br />
  17. 17. String Field<br />When:<br />Don’t need to add items to the term store<br />Don’t have a taxonomy<br />Users wont edit values<br />Read only import from AD<br />If using String (Single) or String (Multi Value) do not select a Term Set<br />
  18. 18. Folksonomy<br />When:<br />Let users choose from a wide range or value<br />Let them add their own<br />Only String (Single) or String (Multi Value) data types are applicable<br />Click on configure a Term Set<br />Leave it blank<br />
  19. 19. Closed Taxonomy<br />When:<br />Tightly controlled options defined<br />Great if organization has an existing taxonomy<br />Create the taxonomy<br />Make sure the submission policy is closed<br />Select the Term Set<br />
  20. 20. Open Taxonomy<br />When:<br />Allow users to re-use or create their own terms<br />But limit this to a subset of the taxonomy<br />Create the taxonomy<br />Make sure the submission policy is open<br />Select the Term Set<br />
  21. 21. Policy Settings<br />
  22. 22. Policy Settings<br />
  23. 23. Policy Settings<br />Policy Setting<br />Required, Optional, Disabled for the field<br />Default Privacy Setting<br />Only Me, My Manager, My Team, My Colleagues, Everyone<br />User Can Override<br />Can a user change the Privacy Settings (not the field)<br />Replicable<br />Will populate the user list at each Site Collection<br />
  24. 24. Edit Settings<br />
  25. 25. Edit Settings<br />Allow<br />Don’t Allow<br />
  26. 26. Display Settings<br />
  27. 27. Display Settings<br />Show in Profile Properties<br />Will appear under more information<br />Show in Edit Details Page<br />Need to edit details<br />Show updated in newsfeed<br />Will show updates<br />Won’t give users options to turn off however<br />
  28. 28. Show in Profile Properties<br />Will appear on the User’s Profile<br />
  29. 29. Show In Edit Details Page<br />Will appear when user edits their profile<br />
  30. 30. Show Updated In Newsfeed<br />Show updated in newsfeed<br />
  31. 31. To Allow Users To Edit Values<br />
  32. 32. Before we continue….<br />A lesson in Australian naming conventions:<br />Take first syllable for a persons name<br />Add ‘O’ to the end<br />First Name: Robert<br />First Syllable: Rob<br />Aussie Name: Rob + O = Robbo<br />
  33. 33. How do we find Robbo quickly and easily?<br />
  34. 34. Search<br />Alias<br />Great for nicknames or known as, will return a result as if you searched for the user by name<br />Indexed<br />Step one of setting profile items up for search<br />Unfortunately does not happen automatically<br />
  35. 35. Possibilities<br />Read Only fields that cannot be edited<br />Fields that users can edit<br />Fields that must be filled in as part of a profile<br />Fields that can be displayed on a user profile<br />And much more…<br />
  36. 36. PROFILE SUB TYPES<br />User profile sub types<br />
  37. 37. A typical organization<br />Employees<br />External Partners<br />Consultants<br />Temporary Staff<br /> How do you capture different information per user type?<br />
  38. 38. Profile Sub Types<br />Target specific fields to a specific sub set of users<br />Create alternate profiles for different users<br />Allow all users to be engaged in the social experience of SharePoint<br />Same MySite host<br />Same Policies and Permissions<br />Manual process of adding users to Sub Types<br />
  39. 39. Property 1<br />Property 2<br />Property 3<br />Property 4<br />Property 5<br />Property 6<br />Property 1<br />Property 3<br />Property 6<br />
  40. 40. PERMISSIONS AND POLICIES<br />Permissions and policies <br />
  41. 41. Permissions<br />Personal features<br />No memberships or colleagues<br />Create personal site<br />No MySite creation possible<br />Use social features<br />No tagging, Note Boards or Ratings<br />Can be targeted to different groups<br />
  42. 42. UPA Administrators<br />Full Control<br />Manage Profiles<br />Manage Audiences<br />Manage Permissions<br />Retrieve People Data for Search Crawlers<br />Ensure your crawl account has this permission<br />Manage Social Data<br />
  43. 43. Policies<br />Memberships<br />What will be displayed<br />My Colleagues<br />Remove colleagues<br />Auto-population<br />Recommendation<br />My Links<br />Links on My Site<br />Personalization Links<br />Creation of personalization sites<br />
  44. 44. Thanks!<br />User Profiles can be super valuable to your organization!<br />Feel free to connect about any SharePoint related topics<br />www.sharepointanalysthq.com<br />@michalpisarek<br />
  45. 45. Don’t Forget<br />SharePint!!<br />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!<br />Please complete your Speaker Evaluation and turn it in before you leave. Drop off at the Community table or at the Cafeteria before closing.<br />
  46. 46. Thanks to <br />Our Sponsors<br />