Thursday, March 15, 2012

Configuring My Sites & User Profile Synchronization in SharePoint 2010 - Step by Step

Introduction:
This article provides step by step instruction on Configuring My Sites and user profile synchronization for SharePoint 2010.

Overview
  1. Create My Site Host web application
  2. Create User Profile Service Application
  3. Configure Synchronizations connections with AD-Domains
  4. Configure Synchronization Schedules
Before we begin:  
  • Create/Obtain the domain account that will be used for profile synchronization. This account should have the “Replicate Directory Changes” permission on a domain. (This rights for query changes in the directory. This permission does not allow an account to make any changes in the directory.) Refer: http://technet.microsoft.com/en-us/library/hh296982.aspx#RDCdomain for more info and steps. This domain account must be a Farm Admin account and should have Administrator rights on the All the SharePoint servers.
  • Make sure you have all the SharePoint 2010 updates at-least till August 2011 CU is installed.
Get the updates from URL: http://technet.microsoft.com/en-us/sharepoint/ff800847/
  • Make Sure Managed Metadata service is properly configured and started.

1. Creating My Site Host web application

We begin by creating a Web Application that will host our My Site.
Navigate to Central Administration >> Application Management >> Manage Web Applications >> Click “New”
Create My Site Host web application

Enter the New web application details such as Web application Name, Port, Host header, Setup the Managed Account, Database name etc.
configuring my sites on sharepoint 2010 - Creating My Site Host web application

Wait for the successful creation of the web application popup dialog box
configuring user profile synchronization service sharepoint 2010

Create Top Level My Site Site collection:
Create a My Site Host Top level site collection by clicking “Create Site collection” Link. Make sure you are selecting “My Site Host” Template from Enterprise tab.
configure my site host sharepoint 2010
configure my site host SharePoint 2010
Wait for the “Top-Level Site successfully created” popup window. 
setting up user profile synchronization sharepoint 2010
 
Set up the My Site Web application’s General Settings:
Navigate to:  Central Administration >> Application Management >> Manage Web Applications
Click on our newly created “SharePoint 2010 – My Site” Web Application and click on General Settings. 
my sites sharepoint 2010 quota - Web Application General Settings

Configure the Time zone, Quota and other settings.

2. Creating “User Profile Service Application”

Navigate to Central Administration >> Application Management >> Manage Service Applications.
Click New and select “User Profile Service Application”
user profile synchronization sharepoint 2010 Create User Profile Service Application

In the “Create New User Profile Service Application” window, enter the following details: such as Name, application pool, Etc
Create New User Profile Service Application
  
  Enter the My Site Host web application URL (Which was created in Step 1)
setting up my sites on sharepoint 2010

Click “Create” to complete the User profile application creation.

On successful creation of user profile application, it will be listed under service applications list
user profile service application

Start the User Profile Service and User Profile Synchronization services:
Get into Central Administration >> System Settings >> Manage services on server.
Start the User Profile Service and User Profile Synchronization services

Scroll down to the User Profile Service and User Profile Synchronization Service and start both.
Facing trouble? Refer User Profile Synchronization Service Stuck at "Starting"

The User Profile Service should start without any further user interaction, however the User Profile Synchronization Service will ask for your SharePoint Farm credentials.
configuring user profile synchronization sharepoint 2010

Click Ok.
Both services should now be listed as started.
Start Forefront Identity Manager in Services Console

If you don’t get these services started, try restarting the server!
This in turn, will correctly configure and start our Forefront Identity Manager Windows Services (FIM).

configuring user profile synchronization in sharepoint 2010

Wait about 10 minutes and verify the both Forefront Identity Management services start up properly in services.msc. Once they start, do an IISRESET.

 3. Configure Synchronizations connections with AD-Domains
We will now configure our User Profile Connection to our Active Directory Domain(s).
Navigate to Central Administration >> Application Management >> Manage Service Applications.
Click on User Profiles >> Manage.
setting up user profile synchronization service sharepoint 2010

Click on Configure Synchronizations connections >> Create New Connection.
Create New Synchronizations Connection

Get the Domain Connection Strings from your AD administrator:
Eg.
Name
Type
Source
Search Base/Entity(Filter)
us. domain. org
Active Directory
Dc01. us.domain. org
DC=us, DC=domain, DC=org





Create connections for your domains (such as the one above listed domain).
Create connections for AD Domain

Click on Populate Containers and select the relevant containers
Select Active Directory container in Profile Sync.

Click OK.
Your connection should now be listed as follows upon successful creation.
 how to configure user profile synchronization sharepoint 2010
Setup Filters on Connections:
By default SharePoint will import all user accounts in the Domain containers you specify. If you only want to import only enabled accounts:

User Profile Synchronization Connections

On the Edit Connection Filters page, follow these steps:
  •  In Exclusion Filter for Users, change the Attribute drop-down to userAccountControl, Change the Operator drop-down to Bit on equals, In Filter box type 2.
  • Click Add and then OK.
KB article on this regard: http://support.microsoft.com/kb/827754

Specify any additional User or Group exclusions filters as per your requirements
Filter Disabled users in Profile Synchronization Connections
  
4. Configuring Synchronization Schedules
Configure Synchronization Timer Job via Central Administration >> Application Management >> Manage Service Applications >> User Profiles.
SharePoint Profile Synchronization Schedule

Click Enable
SharePoint Profile Synchronization Schedule - Daily

Initiate FULL synchronization
We will finish off by initiating a full synchronization via
Central Administration >> Application Management >> Manage Service Applications >> User Profiles >> Start Profile Synchronization.
Start SharePoint Profile Synchronization

See "Profile Synchronization Status" has changed to "Synchronizing" state. Also the "Current Synchronization Stage" has changed to "Active Directory Import (0)". This is the number of objects being imported from Active Directory, Watch this for a while and make sure the number increases.
configure sharepoint user profile synchronization sharepoint 2010

Wait for the Sync to complete
SharePoint Profile Synchronization in Progress

 In order to confirm that the import was a success, the Number of User Profiles should now be set to the number of users in your organization.
You can get into Manage User Profiles and search for users
Central Administration >> Application Management >> Manage Service Applications >> User Profiles >> Manager User Profiles.
Search for a particular user: 
setting up my sites in sharepoint 2010

Edit a User Profile to ensure that all the necessary Active Directory attributes were successfully imported.
sharepoint 2010 mysite active directory attributes

We have now successfully completed a User Profile Synchronization which will form as a basis for User’s my sites.

Unit Test

After the Profile Synchronization job is finished, you can search for a known profile or for accounts that begin with a known domain name from the Manage User Profiles page and verify the properties.

For testing My Site’s: Click on My Site from User’s Context Menu. My Site should appear as in below screen:
 my sites sharepoint 2010
References:



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8 comments :

  1. Sweet! This is just what I needed to get My Sites up and running. Thanks!

    ReplyDelete
  2. The Article is very good, not only this, entire website containing very good deeply dived information.

    Thanks

    ReplyDelete
  3. Nice post!

    Have you tried to sync when using ADFS?

    ReplyDelete
  4. Just wondering if you can do this on a standalone dev envrionment with no AD?

    ReplyDelete
  5. Thanks a lot sharing this post with me.Keep it up....

    ReplyDelete
  6. It is very nice post and useful for me .But i have an issue if it is possible to Get the Data located in Mysite i.e. My Profile Information.if it is possible please share me any information related to this.

    Thanks,
    Suresh

    ReplyDelete
  7. I have problem with MySite DB. error "A runtime exception was detected. Details follow.
    Message: DELETE failed because the following SET options have incorrect settings: 'ARITHABORT'. "
    I plan to remove MySite services from Sharepoint. is there any issues?

    ReplyDelete

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