Discover the Power of User Profiles: Maximize Efficiency and Productivity

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

4. What is a User Profile • User Profile vs. MySite • Where Do I Start • Demo • The Cool Stuff • The Rewards • Corporate Directory Agenda

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. What is a User Profile?

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!! How and Can a User Profile Help My Company?

11. Service Integration Points? • Search • Managed Metadata • Work Management • Workflows • Custom Development • Exchange • Lync

12. Import Capabilities • Export Capabilities • Force Active Directory to get Updated • Automation not Manualization  Active Directory Integration! • 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? Questions?

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

14. User Profile Service Application • Central Administration • Application Management • Manage Service Applications • New • 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 • System Settings • Manage Services on Server • Select Start on “User Profile Service” • WAIT DON’T DO IT I KNOW YOU WANT TO… • Initiate an IISReset • Start “User Profile Sychronization Service” • Be Patient this can take up to 10 minutes to start…

23. User Profile Service Application • Central Administration • Application Management • Manage Service Applications • User Profile Service Application

24. Active Directory Synchronization

25. Active Directory Connection

26. Active Directory Users

27. Synchronization Filters

28. Completed Disabled User Filter

29. Start Profile Synchronization

30. Starting Profile Synchronization

31. Search – Almost There!!

33. Skill Searching • Corporate Directory • Custom User Properties • Managed Metadata Integration • Pictures Integration • Active Directory Import & Export Synchronization The Cool Stuff!! Decrease Manual Inputting

34. The Cool Stuff

35. Custom User Properties

36. Managed Metadata

37. Manage User Properties

38. Manage User Properties • New Property • Name • Display Name • Type (Single, Multi, etc…) • Length • Multivalue Separator (Comma or Semicolon) • Pick a Term Set (If Using) • Enter Description • Policy Information • Display Information • Search Information • Active Directory Connection

39. Manage User Properties

40. Manage User Properties

41. Manage User Properties – Active Directory Mapping

42. Manage User Profiles - Verification

43. User Profile: Custom Properties

44. Manage User Properties

45. Manage User Properties

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

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