Microsoft Official Course

Module 12

Configuring User Profiles

Module Overview

• Configuring the User Profile Service Application

• Managing User Profiles and Audiences
Lesson 1: Configuring the User Profile Service
Application

• What Is the User Profile Service Application?

• What Are SharePoint User Profiles?
• Planning User Profile Import
• Creating a User Profile Service Application for
Active Directory Import
• Configuring User Profile Properties in SharePoint
• User Profiles in SharePoint Online
What Is the User Profile Service Application?

• Service application that provides key components

for social computing

• Includes management and configuration of:

• SharePoint user profiles
• Active Directory user profile import or synchronization
• Audiences
• My Site host settings
• My Site website settings
• Social tags and notes
• User personalization permissions
What Are SharePoint User Profiles?

• User profiles allow SharePoint to keep track of important

information about your users

• User profile information is used in many ways:

• To index and search profiles
• To provide better search results
• To target content to audiences
• To enable your users 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
Planning User Profile Import

• Plan the user profile components:

• User profile requirements

• Import method:
• User profile import
• User profile synchronization

• Permissions

• Which objects to synchronize

• Property mappings

• Synchronization schedule
Creating a User Profile Service Application for
Active Directory Import
1. Create a service account in AD DS
• Grant Replicating Directory Changes permission

2. Create a web application for My Sites

3. Start a User Profile Service instance
4. Create a User Profile Service application
5. Set to Active Directory import
6. Create an import connection
• Specify service account

7. Start synchronization
Configuring User Profile Properties in SharePoint

• Data types: • Policy setting

• Numbers • Required
• Yes/No values • Optional
• Dates • Disabled
• Email addresses • Privacy setting
• HTML • Everyone
• SharePoint users • Only Me
• Text
• URLs
User Profiles in SharePoint Online

Office 365
SharePoint Online
directory
user profiles

Office 365
Directory
synchronization
Domain Controller

Computer Running
DirSync

On-Premise Active Directory

Lab A: Configuring User Profiles

• Exercise 1: Creating a User Profile Service

Application
• Exercise 2: Configuring Directory Import

Logon Information
• Virtual machines: 20331B-NYC-DC-12,
20331B-NYC-DB-12, 20331B-NYC-SP-12
• User Name: administrator@contoso.com
• Password: Pa$$w0rd

Estimated Time: 40 minutes

Lab Scenario

Contoso has never had a centralized employee

directory despite the multiple requests by the
Human Resources department. Since
implementing SharePoint 2013, the Human
Resources department has again requested the
directory be implemented. Your team must
implement the employee directory by using
SharePoint user profiles, with Active Directory as
the primary data source.
Lesson 2: Managing User Profiles and Audiences

• Configuring SharePoint for My Site Deployment

• Permissions for SharePoint Social Features
• Configuring Audiences
• My Sites and Audiences in SharePoint Online
Configuring SharePoint for My Site Deployment

• Specify My Site URL in User Profile Service

application

• My Site location should be a dedicated web

application
• Self-Service Site Creation required
• Keep content databases separate

• Create site collection at a root URL using the

My Site Host template
Permissions for SharePoint Social Features

• Permissions enable control of social features:

• Personal site
• Follow people and edit profile
• Tags and notes

• Use to disable feature for some or all users

• Use to control staged rollout of features

Configuring Audiences

• Use for content targeting

• Navigation links
• Web Parts
• List content

• Uses rules to match members

• Rules can match:

• Active Directory group membership
• Active Directory manager field
• SharePoint user profile properties

• Not a security feature

My Sites and Audiences in SharePoint Online

• My Sites supports configuration of:

• Search Center
• Search scope
• Language
• Default read permissions
• Security trimming
• Secondary owner
• Trusted host locations

• Audiences support use of:

• AD DS group membership
• AD DS manager attribute
• SharePoint Online profile properties
Lab B: Configuring My Sites and Audiences

• Exercise 1: Configuring My Sites

• Exercise 2: Configuring Audiences

Logon Information
• Virtual machines: 20331B-NYC-DC-12,
20331B-NYC-SP-12
• User Name: administrator@contoso.com
• Password: Pa$$w0rd
• Virtual machine: 20331B-NYC-DB-12
• User Name: jim@contoso.com
• Password: Pa$$w0rd
Estimated Time: 30 minutes
Lab Scenario

The management team at Contoso wants to encourage all

employees to use social features of the new SharePoint
2013 intranet to improve communication and the sharing
of information. In particular, Contoso wants people to use
their My Site as their primary workspace and their starting
point for sending and receiving information. Your role is to
configure the SharePoint intranet to support these goals.
First, you will configure My Sites so that users can create
their own personal sites on demand and use tagging and
sharing features. You will also create some global
audiences so that the Contoso management team can
target information to particular teams.
Module Review and Takeaways

• Review Question(s)