Managing Tacit KnowledgeMaking the Most of your User Profile Service

Paul Papanek Stork

• Principal SharePoint Architect for BlueChip Consulting Group• http://www.bluechip-llc.com

• Contributing Author• Developer’s Guide to WSS 3.0• MOSS 2007 Best Practices

• Author • MCTS: WSS 3.0 Configuration Study Guide (70-631)• Pro SharePoint 2010 Development for Office 365

• Contact Information• Email: Paul.Stork@bluechip-llc.com• Blog: http://dontPaPanic.com/blog• Twitter: @PStork

Agenda

• Tacit vs. Explicit Knowledge• Problems Finding People with Tacit Knowledge• Configuring People Search• Managed Metadata Profile Fields• Search Managed Properties• Search Results• Sync to other data sources

What is Tacit Knowledge?

“…the kind of knowledge that is difficult to transfer to another person by means of writing it down or verbalizing it.”

Wikipedia

A high percentage of what companies need to be able to do business is dependent on Tacit Knowledge.

Searching for Experts

How can I find the Experts in my company?• Surface user information in Sites

• Site Membership Web Part

• Leverage user profile properties• About Me• Ask Me About• Skills• Past Projects• Interests

People Search Problems

• Technical Issues• No SPS3://MySiteAddress in the Search Content Source

• People data is not being crawled

• Content Access Account doesn’t have access User Profile Service• Customizing Default Search Results Screen

• Data Issues• Consistency of terms used to describe knowledge• Difficulty getting users to populate content

Configuring People Search

User Profile MMS Properties

2010

• Ask me About• Department• Job Title• Interests• Proxy Addresses• Office Location• Past Projects• Skills• Schools

2013

• Ask me About• Department *• Job Title *• Interests• Proxy Addresses• Office Location *• Past Projects• Skills• Schools• Followed #Tags

* Term Sets pre-created for these Properties in 2013

Managed Metadata Service

• Problem Without a Managed Metadata Service

• Problem Without Specific Termsets

• Solution: Create Termsets for each Profile Property

Using Termsets with Profiles

Using Custom Properties in Search

1. Create a User Profile Property

2. Populate it in at least one Profile

3. Run a Search Crawl

4. Find the Property in Search Crawled Properties

5. Create a Managed Property that maps the Crawled Property

6. Add the Managed Property to the Search Refiners Web Part (Optional)

Creating Custom User Profile Properties

• Profile Property TypesUser profile service data type AD DS data type

big integer Large Integer, Integerbinary Octet String, SIDboolean Booleandate UTC Coded Timedate no year UTC Coded Timedate time UTC Coded TimeE-mail Unicode String, IA5-String, Case Insensitive Stringfloat Unicode StringHTML Unicode String, IA5-String, Case Insensitive Stringinteger IntegerPerson Distinguished Namestring (multi-value) Unicode String, IA5-String, Case Insensitive Stringstring (single-value) Unicode String, IA5-String, Case Insensitive Stringtime zone Integerunique identifier Octet String, SIDURL Unicode String, IA5-String, Case Insensitive String

Creating Search Managed Properties

How Do I Capture Tacit Knowledge?

• Users can edit their own profile• Many Users won’t do this• False Modesty is a Problem

• SharePoint can import from alternate sources• Keep Track of previous Projects• Import Certifications, Conferences, and Education from

reimbursement records

Importing Additional User Properties

Additional Resources

• Deploy People Search (SharePoint Server 2010) - Technethttp://technet.microsoft.com/en-us/library/hh582311(v=office.14).aspx

• Build a My Site profile to help people find youhttp://office.microsoft.com/en-us/sharepoint-server-help/build-a-my-site-profile-to-help-people-find-you-HA102507597.aspx?CTT=1

Questions?Please Fill Out Your Evals!!!

Paper in the Back of the room

- OR -

Use the Event Board “App”

Contact Information

Email: Paul.Stork@sharesquared.com

Blog: http://dontPaPanic.com/blog

Twitter: @PStork