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Sharepoint 2013 : Managing and Configuring Profile Synchronization (part 6) - SharePoint Profile Synchronization - Managing User Properties

11/21/2013 8:12:46 PM
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4.4 Configuring the User Profile Image Export

The following steps illustrate how to utilize the SharePoint Profile Synchronization method to export a user’s image to the directory store, such as Active Directory, for example. This is a common request, because seeing a user’s face helps facilitate collaboration, especially when the people who are interacting have not been introduced. Once exported from SharePoint, the user’s picture can then be used by other applications such as Outlook. Exporting these images from one source provides consistency throughout your organization as users interact with people through e-mail, chat, and in SharePoint. Here are the steps to export the user’s picture:

1. Ensure that you are using SharePoint Profile Synchronization to import your profile data, and that the import is coming from Active Directory or another LDAP-compliant data source. These steps assume you’re using Active Directory.

2. The Active Directory account that is doing the synchronization requires additional permissions. Follow the same steps outlined at the beginning of the section, “SharePoint Profile Synchronization,” but this time grant the Create All Child Objects permission to the account.

3. In Manage User Properties, find the Picture property, hover over the name, and then click Edit.

4. In the Add new mapping section, pick the source data connection that you wish to use.

5. Select thumbnailPhoto as the Attribute that will receive the exported picture.

6. Set the Direction of the mapping to export, and click OK.

7. Run a full synchronization.

When the synchronization has completed, the Active Directory attribute should contain data for those users who have uploaded their picture in SharePoint.


NOTE The image might not appear right away in the various Office clients until you close and reopen them.

4.5 Managing User Properties

Property mapping is one of the steps involved in the profile import or sync process. User properties are mapped to SharePoint properties, and this constitutes the SharePoint user profile. User properties are comprised of the attributes or fields associated with the database of users in the organization. This information is stored in a directory service, such as Active Directory. A long list of properties is included and already configured by default. They are separated into sections for easier viewing and organization. You can view the properties that are part of the SharePoint user profile by viewing the Manage User Properties page. This page, shown in Figure 8, is accessed from the Manage Profile Service page by clicking the link in the People section. The Add User Profile Property page is shown in Figure 9. This page is very similar to the Edit User Profile Property page, which is accessed by choosing Edit from the drop-down menu of a specific property.

FIGURE 8

image

FIGURE 9

image

It is these properties that are mapped to properties in the user directory, and upon synchronization the directory property values are assigned to the mapped SharePoint properties. You can set properties to automatically pull or push data to the directory service, or you can configure them to be editable by end users from within their SharePoint My Site. As you configure property mappings, edit properties, and create new properties, you will encounter several terms associated with properties. Therefore, as you view Figure 9, and hopefully in keeping with your own farm setup, it would be useful to review the terminology:

  • Property Settings — The property name is used by the User Profile service to access the specific property, and it cannot contain any spaces. The display name is the name of the property that users see. The property type is a field type, such as a string, a date, or an integer. The different property types available are shown by selecting the drop-down menu of the Type input box. Properties can be single or multi-valued, configured to use a metadata term set, and support multiple languages.
  • Sub-Type — These can be used to more granularly categorize people, such as by a company’s major divisions or a company’s location. Each profile property can be selectively added or removed from these subtypes. To create a new subtype, click the Manage Sub-types button on the Manage User Properties page. This will take you to the Manage User Sub-type dialog shown in Figure 10. After you create a new subtype, it will appear on the Add User Profile Property page (as Company Location is shown previously in Figure 9).

    FIGURE 10

    image
  • Policy Settings — Use this section to configure whether fields are required optional or disabled, and who should be able to see them. The privacy setting determines who can view the property. For example, a property such as Home Phone will most likely be set up with a default privacy setting of Only Me or My Manager. If the organization’s policy is to allow end users to modify the privacy setting, check the box next to “User can override.” When the default privacy setting is set to Everyone, the property may also be set as Replicable, which means the property will be propagated to each site’s user information list. You will learn how to configure policies for the entire profile service application in the section, “Managing Policies.” Once configured, these policies are then applicable to user profile properties.
  • Edit Settings — Use this section to specify whether users should be allowed to edit the value of this property. For properties that are automatically populated from the directory service, it is a best practice to choose “Do not allow users to edit values for this property,” because the value will be overwritten during the next synchronization.
  • Display Settings — If a property is set as visible to everyone in the policy settings, there will be an option to Show in the profile properties section of the user’s profile page. This means that when a user’s My Site profile is being viewed, this property will be displayed. When Show on the Edit Details page is enabled, it is available as an editable property when a user clicks Edit my profile, which is a link located under the user photo on the My Site. If the Edit Settings section is set to not allow users to edit the property value, then selecting to Show on the Edit Details page will not have any effect.
  • Search Settings — The Alias setting is used only for the unique fields associated with each user, such as Account name, Name, User name, and Work e-mail. Configuring a property as indexed allows the data to be searched when people search is utilized.
  • Mapped Data — Each property in the list can be mapped to a specific attribute in another line-of-business directory service, such as Active Directory. To create a mapping, a Source Data Connection must be chosen. Then, from within that source, pick an attribute, which is a field in the user database. Finally, choose whether to either import this attribute into SharePoint or export it from SharePoint.

This completes the review of the different configuration options associated with profile properties. Property mapping is an important step in the sync configuration process, and typically the last step prior to the profile sync. The profile sync can be initiated manually as described previously, but the administrator should create a sync schedule to ensure that profile sync is occurring automatically. A sync schedule is created by editing the timer job responsible for profile sync. This timer job is configured on the Edit Timer Job page, which is accessed using the Configure Synchronization Time Job hyperlink on the Manage Profile Service web page.


ACTIVE DIRECTORY ATTRIBUTE NAMES

When mapping attributes from Active Directory to the profile properties in SharePoint, sometimes it is a little difficult to discern the correct attribute, simply because the names don’t necessarily match up. For example, if you were creating a new profile property called Zip to map to the ZIP Code attribute in Active Directory, it might take you a minute to figure out that Zip is actually called postalCode in the list of SharePoint properties, and there isn’t a need to create a new property called Zip.

You can use ADSI Edit to take a look at the real attribute names:
1. From a server with the Active Directory domain services role installed, click Administrative Tools in the Start menu and choose ADSI Edit.

2. Click Action ⇒ Connect to, and type your domain.

3. Navigate through the Active Directory structure to where the user objects reside. Right-click a user’s name and choose Properties. Scroll through the Attribute Editor tab to see the names of the attributes and the data in them.
 
Others
 
- Sharepoint 2013 : Managing and Configuring Profile Synchronization (part 5) - SharePoint Profile Synchronization - Editing Connection Filters
- Sharepoint 2013 : Managing and Configuring Profile Synchronization (part 4) - Configuring the Synchronization Connection
- Sharepoint 2013 : Managing and Configuring Profile Synchronization (part 3) - SharePoint Profile Synchronization
- Sharepoint 2013 : Managing and Configuring Profile Synchronization (part 2) - Active Directory Import
- Sharepoint 2013 : Managing and Configuring Profile Synchronization (part 1) - Choosing a Synchronization Method
- Sharepoint 2013 : Configuring User Profiles and Social Computing - What’s New in Enterprise Social?
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