© 2011 PLANET TECHNOLOGIES, INC. Extending User Profiles with Line of Business Data Patrick Curran, MCT FEBRUARY 24, 2013

© 2011 PLANET TECHNOLOGIES, INC.

Extending User Profiles with Line of Business Data

Patrick Curran, MCT

F E B R U A R Y 2 4 , 2 0 1 3

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Patrick Curran

MCT, MCITP, MCTS, MCP Director, Federal Practice, Planet Technologies. SharePoint Architect. Co-Author of Microsoft SharePoint 2013: Designing and

Architecting Solutions. (Pre-Release Sale at Amazon)

Working with SharePoint since 2003.

PCfromDC.blogspot.com

@PCfromDC

Agenda1. Describe scenario and objective.

2. Prerequisite.

3. Review farm and verify prerequisite.

4. Review SQL Login and Stored Procedure.

5. Review Secure Store Target Application.

6. Create External Content Type and List.

7. Sync SQL Data to UPS.

8. Verify it all works…

9. Conclusion.


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!


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!

Server Name Server Version Purposesps2011-ou-01 Server 2008R2 Active Directorysps2011-sp-01 SharePoint 2010 Enterprise SharePointsps2011-sql-01 SQL 2008R2 SharePoint DataBI-SQL1 SQL2008R2 BI Data

http://technet.microsoft.com/en-us/library/ee721049.aspx




Data Flow

SQL

UPSExternal

ListPage Load

External List

Page Load

AD

Secure StoreBCS

My Site


Verify Users in UPS

In Central Admin Application Management Manage Service Applications User Profile Service Manage User Profiles


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).


Create SQL Account


Quick Review of SQL…

The GET stored procedure:


Let’s Get Started…

Create the Secure Store Target ApplicationsWe 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…


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:




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…
































Set BDC Obj Permissions

Central Administration Application Management Manage service applications Business Data Connectivity Service






Create External List






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.


Sync Data to UPS

To add our Social Information to our Profile, the first thing we need to do, is create the connection to the SQL server. Central Admin Application Management Manage Service Applications User Profile Service Synchronization Configure Synchronization Connections Create New Connection The connection should look like this:


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


Sync Data to UPS

Do the same thing to import the other 3 properties…


Sync Data to UPS

Now that we have our new properties added, let’s take a look at our UPS summary…


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)


Update Data

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


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)


Verify Data

Now let’s look at Fred’s MySite…


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!


Thank You!!!

Email: [email protected]

Blog: PCfromDC.blogspot.com

Twitter: @PCfromDC

Documents

© 2011 PLANET TECHNOLOGIES, INC. Extending User Profiles with Line of Business Data Patrick Curran, MCT FEBRUARY 24, 2013