Module 9

User Profiles and Social Networking

Module Overview

• Configuring User Profiles

• Implementing SharePoint 2010 Social Networking Features

Lesson 1: Configuring User Profiles

• User Profile Service Application

• Overview of User Profiles

• Profile Properties

• Data Connections

• Editing Profile Data

• Audiences

• User Profile Synchronization

• ForeFront Identity Manager

User Profile Service Application

• User profiles are set up and managed via the Central Administration console

• User profiles and supporting services are implemented as a service application

• Includes:

User profile properties

Audiences

Profile synchronization

Organization browsing

My Site Settings

• Delegation of the service application can be set up

Overview of User Profiles

• User profiles allow SharePoint to keep track of important information about your users

• User profile information is used in many ways:

Index and search profiles

Provide better search results

Targeting content to audiences

Enable you to search for and connect with people within your organization

• User profiles are customizable:

Create new properties according to the needs of your organization

Map to Active Directory or other profile data stores

Profile Properties

• SharePoint provides a set of useful properties that are a part of every SharePoint profile:

About me, Picture, Responsibilities

Skills, Birthday, E-mail

• You can customize and add your own properties

• Properties can be a variety of types

• MMS term sets can be used to track profiles values

• Properties can be defined with or without an import/export source

Data Connections

• You may want to pull in data from an external data source and use it for profile property values

• You can set up import/export sources on the service application management page

• Data can come from anywhere

• Full or incremental schedules can both be set up

Editing Profile Data

• Profile data can be edited in several ways

• Each profile property can be set to a policy level

• Properties can be set up to allow or disallow user edits

• Properties can also have view security of:

Only Me, My Manager, My Workgroup, My Colleagues, Everyone

Audiences

• Grouping users based on user profiles properties

• Enable the targeting of content to specific sets of users

• Defining an audience requires several steps

User Profile Synchronization

• Data can come from:

Active Directory

Business Data Connectivity Service

Novell eDirectory 8.7.3

SunOne 5.2

IBM Tivoli 6.2

• Forefront identity manager is the core engine that enables two-way replication

Combination of Microsoft Identity Integration Server 2003 and Certificate LifeCycle Manager

Workflow based framework for identity management across heterogeneous systems

Forefront Identity Manager

• A management tool for:

Meta directory

Certificates

Smart Cards

User Provisioning

• Rich Management Environment/Tools

• Fully Extensible

• Four main categories of features:

Policy Management

Credential Management

User Management

Group Management

Lesson 2: Implementing SharePoint 2010 Social Networking Features

• My Sites Overview

• Architecture of My Site Web Sites

• Deploy My Sites

• Configure Social Features

• Audiences

• Organization Profiles

My Sites Overview

• Profile

• Newsfeed

• Tags and notes

• Content

• Organizational browser

• Colleague and membership management

Architecture of My Site Web Sites

• User profile service

• My Site Host

Hosts profile and newsfeed components of My Site Web sites

Not created automatically

• Trusted My Site Host locations

Redirects users on Farm B to a My Site Host on Farm A when they click the My Site link when browsing in Farm B

For organizations with multiple farms or multiple user profile service applications

• Pages including My Newsfeed, My Profile, My Content

Deploy My Sites

• Create a My Site Host Web application

• Create a search center site collection

• Add a managed path for my sites, for example personal

• Enable self-service site creation for the Web application

• On the Manage Service Applications page, click the user profile service application My Sites set up page

Configure Social Features

• The Manage Profile Service page:Central Administration Application Management Service Applications: Manage service applications select the user profile synchronization service row Manage

People section

• User permissions: Authenticated users can use all features

• Policies: Visibility of features and metadata

My Site Settings

• Trusted Host locations

• Personalization site

• Create links to push to Microsoft Office client applications

Audiences

• Define audiences based on rules

• Target content to audiences

• Not for security/permission, but for displaying content

• Create an audience

Name, description

Owner: informational only – no permissions

Rules: at least one

• Compile the audience

Membership will not be visible or in effect until compiled

Schedule audience compilation

• View the audience

Organization Profiles

• Why?

Departments

Teams

Communities of Interest

• How?

• Hierarchy

• Organization profiles

Companies

Divisions

Departments

Teams

Lab A: Configuring User Profiles

• Exercise 1: Creating a User Profile Service Application

• Exercise 2: Configuring User Profiles

• Exercise 3: Configuring Profile Import from External Data Sources

Logon information

Estimated time: 30 minutes

Scenario

Your corporation has never had an employee directory despite the multiple requests of the Human Resources department. Since implementing SharePoint 2010, the Human Resources department has again requested the directory be implemented using SharePoint User profiles. Previous IT policies prevented making changes to Active Directory and forced the creation of a separate Human Resources database of user information. You have been tasked to set up user profiles in the new farm using Active Directory as the primary data source and integration with profile properties that come from the secondary HR data source.

Lab Review

What group does the farm account have to be in in order for user profile synchronization to work?

Lab B: Administering My Sites

• Exercise 1: Configuring My Sites

• Exercise 2: Creating Your My Site and Profile

• Exercise 3: Configuring Social Networking Features

Logon information

Estimated time: 30 minutes

Scenario

Your corporation has never had an employee directory despite the multiple requests of the Human Resources department. Since implementing SharePoint 2010, the Human Resources department has again requested the directory be implemented using SharePoint user profiles. Previous IT policies prevented making changes to Active Directory and forced the creation of a separate Human Resources database of user information. You have been tasked to set up user profiles in the new farm using Active Directory as the primary data source and integration with profile properties that come from the secondary HR data source.

Module Review and Takeaways

• Review Questions