Many think that the User Profile service is simply used for connecting SharePoint to Active Directory so that the attributes can be synced into their user profiles in SharePoint. They also know they can add really cool pictures to their profile along with some additional information that the others can see if you give them the ability to.
User profiles are so much more than that and I could talk for hours about all the great things that it can do. Many don't realize it but you can increase user adoption by implementing some of cool features and connections to other service applications such as Managed Metadata and Search. In this session we go through the configuration of the user profile service application and the integration with the other service applications to build your one stop shop for company information.
Areas that will be covered in this session:
•Custom User Properties
•Deeper Active Directory Integration
•Social
•Relevant Searching
•Company Directory
•Deep Dive into a Profile
•Audiences
•MySites
4. What is a User Profile?
A userprofileis avisualdisplay
ofpersonaldataassociatedwith
aspecificuser,oracustomized
desktopenvironment.
5. User Profile vs. MySites
Youcanhaveonewithout
theother!
Whywould younotuse
MySites?
Whywould younotuse
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.
10. How and Can a User Profile
Help My Company?
Self-Service
WhoseWho(MeetingPrep)
CorporateDirectory
QuickInformation
LearnAboutYourCompany
BuildsCompanyBonding
Integration toOtherSystems
Customizable toSuitYOUR
Needs!!
39. Manage User Properties
New Property
Name
Display Name
Type (Single, Multi, etc…)
Length
Multi-value Separator (Comma or
Semicolon)
Pick a Term Set (If Using)
Enter Description
Policy Information
Display Information
Search Information
Active Directory Connection
54. Providing the Layout
Go to your Search Center
Site Settings
Look & Feel
Page Layouts & Site Template
(Welcome Page) Search People in the Page Layouts section.
55. Adding the Page
Go back to the
Search Center
Select Files
New Document
Select Page
57. Edit Page
Edit People Search Core Results Web Part
Select Change Query
Property Filter: ‘contentclass’
Equals Manual Value spspeople
58. 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.
59. Add Sort Options
Edit Page
Edit People Search Core Results Web Part
Check “Show sort dropdown”
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.
[{“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}]}]
Example: First,
Last name &
Location
63. Search Display Template
Site Settings, Master Page & Page Layouts
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!!
64. 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.
66. Modify Display Template
Open the file in a text editor and find the title
tag. Change the title to Corporate Directory
People Item.
67. 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.
68. 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 ‘Core 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
73. Want this too?
• HTML & CSS File
• Insert the .html file in
– /catalogs/masterpage/Display
Templates/Search
• On People Search Page, Edit the Core
Results Web Part
• Change Default Template to People Item
(Custom)
• Upload .css file to the Style Library
(Must have publishing enabled).
• Site Settings, Look & Feel, Master Page,
Alternate Stylesheet and attach .css file
uploaded.