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Augmenting User Profiles with Line of Business Data

Augmenting User Profiles with Line of Business Data. Patrick Curran, MCT. April 28, 2012. Patrick Curran. MCT, MCITP , MCTS , MCP Director of Operations, Federal for Planet Technologies. SharePoint Architect. Working with SharePoint since 2003. Administrator / Developer

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Augmenting User Profiles with Line of Business Data

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  1. Augmenting User Profiles with Line of Business Data Patrick Curran, MCT April 28, 2012

  2. Patrick Curran • MCT, MCITP, MCTS, MCP • Director of Operations, Federal for Planet Technologies. • SharePoint Architect. • Working with SharePoint since 2003. • Administrator / Developer • Architect / Implementer • Troubleshooting / Branding PCfromDC.blogspot.com @PCfromDC

  3. Describe scenario and objective. • Prerequisite. • Review farm and verify prerequisite. • Review SQL Login and Stored Procedure. • Review Secure Store Target Application. • Create External Content Type and List. • Sync SQL Data to UPS. • Verify it all works… • Conclusion.

  4. Scenario and Objectives Scenario: CIO says that we must now start tracking employee social media handles and URLs. The CIO wants the users to maintain their own information (including PII). AD team says no way to bi-directional synchronization with the UPS. HR already has a database with staff information. Objectives: • Give the CIO a database with all of the employee social and HR information. • Give the end-user the ability to securely see and update only their information. • Have the end-user information available on SharePoint for others to see and use. Let’s get started!

  5. Prerequisite and Farm Information Prerequisite: UPS is running and synchronizing without error. If you are not at this stage I recommend the following articles to get you started. http://technet.microsoft.com/en-us/library/ee721049.aspx http://www.harbar.net/articles/sp2010ups.aspx Farm Information: Let’s get started!

  6. Verify Users in UPS In Central Admin  Application Management  Manage Service Applications User Profile Service  Manage User Profiles

  7. Verify Users in UPS If your names are not showing up, and you know that your User Profile Service is running correctly, you might want to check your synchronization connections to make sure the OU is part of your sources to synchronize (Central Admin  Application Management  Manage Service Applications User Profile Service  Configure Synchronization Connections). You also might have to manually start a profile synchronization (Central Admin  Application Management  Manage Service Applications User Profile Service  Start Profile Synchronization).

  8. Create SQL Account

  9. Quick Review of SQL… The GET stored procedure:

  10. Let’s Get Started… • Create the Secure Store Target Applications • We are now going to create the accounts that will be used to access our data on the BI database. We are going to create a Read/Write application ID. Start off by going to Central Admin  Application Management  Manage Service Applications  Secure Store Service Application. If you get this screen, please click the Generate New Key button in the ribbon and follow the directions…

  11. Create the Secure Store Target Applications

  12. Create the Secure Store Target Applications

  13. Create the Secure Store Target Applications

  14. Create the Secure Store Target Applications Add your Application Administrator and click OK to create the SQL Read/Write Application. We now need to add the Login Name and Password to the Application:

  15. Create the Secure Store Target Applications

  16. Create External Content Types Warning: If you are going to create your External Content Types using Windows Authentication, you will want to run SharePoint Designer from within SharePoint’s Domain. We now are going to open up SharePoint Designer 2010 and open up our BI Site. In the Navigation Pane, you will see a Site Object call External Content Types, and select it. If everything in the Ribbon is greyed out, click inside of the External Content Type work area (somewhere near the middle of the screen) to activate the buttons. Click New External Content Type…

  17. Create External Content Types

  18. Create External Content Types

  19. Create External Content Types

  20. Create External Content Types

  21. Create External Content Types

  22. Create External Content Types

  23. Create External Content Types

  24. Create External Content Types

  25. Create External Content Types

  26. Create External Content Types

  27. Create External Content Types

  28. Create External Content Types

  29. Create External Content Types

  30. Create External Content Types

  31. Create External Content Types

  32. Set BDC Obj Permissions Central Administration  Application Management  Manage service applications  Business Data Connectivity Service

  33. Set BDC Obj Permissions

  34. Set BDC Obj Permissions

  35. Create External List

  36. Create External List

  37. Create External List

  38. Sync Data to UPS Now that we have verified that our external data is making it across, and that we can update and read our data, let’s synchronize it up to our User Profile Service! Here is our UPS summary to start. Notice the Properties, there are 68.

  39. Sync Data to UPS

  40. Sync Data to UPS Next, we need to add our Social Information to our User Properties. Central Admin  Application Management  Manage Service Applications  User Profile Service  Manage User Properties  New Property If you want to create a new Section for the Social Information, create it now, otherwise your new properties will end up in the Custom Properties Section

  41. Sync Data to UPS Do the same thing to import the other 3 properties…

  42. Sync Data to UPS Now that we have our new properties added, let’s take a look at our UPS summary…

  43. Sync Data to UPS Let’s click on Manage User Profiles and look at Fred… (Central Admin  Application Management  Manage Service Applications  User Profile Service  Manage User Profiles)

  44. Update Data So now, let’s update Fred’s information by going to our list, and entering some Data…

  45. Update Data The final thing we have to do, is run a Full Profile Synchronization (Central Admin  Application Management  Manage Service Applications  User Profile Service  Start Profile Synchronization  Start Full Synchronization  OK)

  46. Verify Data Now let’s look at Fred’s MySite…

  47. Conclusion Having the ability to distribute social information is very important, but having the ability for a user to modify their information without having to send an email to the AD Team is crucial to keep data updated and reliable. By following the steps above, we can keep staff up to date with their social information and keep the OCIO happy. We can now view all user social information, and have it synchronized with the User Profile Service!

  48. Thank You!!! Email: pcurran@go-planet.com Blog: PCfromDC.blogspot.com Twitter: @PCfromDC

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