module 9 user profiles and social networking. module overview configuring user profiles implementing...
TRANSCRIPT
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