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Tag: How to configure User Profile Plus

Select Search Columns

Select Search Columns

Return to Overview of Web Part Configuration

AdvancedSearch.jpgThe Search selections display the user profile attributes that can be used in the Advanced Search window. You can select which fields can be used as the search criteria, by adding the fields from the left pane to the right pane. Highlight more than one column on the left Available Columns box and click the > symbol to move them into the Search Columns box on the right. (If you click the double symbol >>, then all the Available Columns move into the Search Columns box.)

AdvSearchBox.jpgIn the example above, we selected five columns which show in the sample image here. Depending on the columns you configure to show, end users will be able to search on those columns in the Advanced Search tool in the web part as displayed here.

Simple.jpgBelow the Advanced Search columns configuration, there is also a check box to select all columns when users search without clicking on the advanced search option. Checking the box lets User Profile Plus execute the search across all columns in the list.

Select a Picture Library to Store User Profile Plus Images

Select a Picture Library to Store User Profile Plus Images

Return to Overview of Web Part Configuration

hw29014.jpgIn this section of the configuration tool pane, you set where to store pictures that are used for user profiles. When you upload a picture for a user profile, User Profile Plus will automatically store it in the specified SharePoint Picture Library.

Step Action Result
1. Enter a SharePoint site URL Enter the URL for the site that has the Picture Library you want to use.
2. Connect Click Connect to connect the SharePoint site and populate the Library drop-down box with all the Picture Libraries available from that site.
3. Library Select a picture library.

Localize Bamboo Web Parts for your Language

Localize Bamboo Web Parts for your Language

Overview of the localization process for Bamboo Products

Languages.png

Applies to:

  • All Bamboo Web Part components
  • Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007
  • SharePoint Foundation 2010 and SharePoint Server 2010
  • SharePoint Foundation 2013 and SharePoint Server 2013

Bamboo products can be configured to display product menus, user interface text, and settings in your local language. You can also customize the default text provided with the product. To change the language or text a product displays, perform the steps described in this page. Click a link below for detailed information about each step.

  • About the Language Files
  • Editing Text in Language Files
  • Selecting a New Language File for a Product

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About the Language Files

There are four language files included with Bamboo products. Their name and location may differ by product.

Setting Older Products Newer Products
Web Part Language Settings Common_2010_LanguageSettingsToolPane.jpg Newer products will show the language choices in the Web Part settings using the abbreviated [language]-[COUNTRY] format (e.g. “en-US”)

NewLanguageSettings.jpg

Language File Names
  • 1033.English.xml (the default)
  • 1031.German.xml
  • 1034.Spanish.xml
  • 1036.French.xml
  • Bamboo.[Product].en-US.resx (the default)
  • Bamboo.[Product].de-DE.resx
  • Bamboo.[Product].es-ES.resx
  • Bamboo.[Product].fr-FR.resx
Language File Location

These files are located in the wpresources folder. This folder and its associated language files may be located under one of the following paths on each SharePoint server:

  • servernamedriveInetpubwwwrootwss
    VirtualDirectoriesportwpresources[Product]
  • servernamedriveInetpubwwwrootwss
    VirtualDirectoriesportwpresources[Product] LanguageFiles
  • servernamedriveProgram FilesCommon FilesMicrosoft Sharedweb server extensionswpresources[Product]

Depending on your version of SharePoint, your localization files may be found in the following locations.

  • servernamedriveProgram FilesCommon Filesmicrosoft sharedWeb Server Extensions15CONFIGAdminResources (SharePoint 2013)
  • servernamedriveProgram FilesCommon Filesmicrosoft sharedWeb Server Extensions14CONFIGAdminResources (SharePoint 2010)

The German, Spanish and French files have not yet been translated; although the file name suggests otherwise, their content is English. Edit these files to provide your own text or translation of the product user interface and settings.

Icon-WarningIMPORTANT: If you do not rename the files you modify, your customizations will be overwritten when you upgrade to a new Bamboo product release.

To make sure that your customizations do not get overwritten when you upgrade the product, follow these steps:

Step Action
1.

Copy the default file for the appropriate language and rename the copy. For example, you might save a localized French language file as CompanyName.1036.French.xml or Copy.Bamboo.ProductName.fr-FR.resx.

NOTE: When you next upgrade the product, the default file (i.e., 1036.French.xml) will be overwritten with the new version. Your file will not. You can use any file name, as long as the file extension is .xml (or .resx for newer products).

To create language files for languages other than German, English, Spanish, or French, copy one of the existing language files and rename it. Then edit the file to provide your own translation.

2.

When you upgrade your Bamboo product, the installation/setup application will not remove or overwrite language files you created if you saved them with a name other than the default. However, product upgrades may require that you merge new resource strings for the new product release.

NOTE: If you forget to add new resource strings to your custom language file, you may see strange things in the user interface. The product will display missing resource string IDs instead of text.

Copy these new resource string IDs from a default language file to your custom file and make any desired translations.

Top

Editing Text in Language Files

Icon-WarningIMPORTANT: Before making any changes to any file, back up your original file and put it in a safe place.

To change text in a language file, follow these steps:

Step Action
1. Open the language file in a text editor and locate the text you want to change.
2.

Edit the text between the <resource></resource> tags but do not edit the tags.

NOTE: Do NOT modify the resource id value. Modify only the text between the <resource></resource> tags.

If you want to remove text completely, delete only the text; do not delete the <resource> entry from the file, or the product interface will display an error message. In the example below, the text you can modify is highlighted in gray.

Edit XML Resource

3. When you are finished with your changes, save the file and copy it to the appropriate resources folder on all Web front-end servers in your SharePoint farm.
4. Follow the instructions below to select your new language file in the product settings.

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Selecting a New Language File for a Product

The instructions below for changing language file settings apply to Bamboo products with settings configured in the Web Part tool pane or Web Part Settings pop-up page. If you have multiple instances of a product in your portal, you must make the same change for each instance that requires the change.

Change the Language Settings in the Web Part Tool Pane:

Step Action
1. Modify Shared Web PartClick the edit drop-down menu on the Web Part title bar and select Edit Web Part (or Modify Shared Web Part if you are using SharePoint 2007). See the example from the Group Email Web Part.
2. Common_2010_LanguageSettingsToolPane.jpgIn the Language Settings section of the Web Part tool pane, select the language file you want to use. See the example from the Group Email Web Part. If you have created a new file (i.e., Copy.Bamboo.ProductName.fr-FR.resx), it should appear in the list as a valid selection.
3. Click Apply and then OK in the Web Part tool pane to apply your changes.

Change the Language Settings in the Web Part Settings Pop-up Page:

Step Action
1. Modify Shared Web PartClick the edit drop-down menu on the Web Part title bar and select Edit Web Part (or Modify Shared Web Part if you are using SharePoint 2007).
2. Modify Web Part SettingsClick the [Product] Settings button in the Web Part tool pane.
3. Click Language Settings in the Web Part Settings page and select the language file you want to use. If your product does not have a Language Settings section, look for the Select a Language drop-down list in General Settings instead.

Language Settings

If you have created a new language file (i.e., Copy.Bamboo.ProductName.fr-FR.resx), it should appear in the list as a valid selection.

4. Click the Save & Close button to save the Web Part settings.
5. Click Apply and then OK in the Web Part tool pane to apply your changes.

Display Options for User Profile Plus

Display Options for User Profile Plus

Return to Overview of Web Part Configuration

hw29015.jpgYou have a variety of display options to configure what users see in the user interface when they are interacting with User Profile Plus.

Step Action Result
1. Always display this text when user profile fields have no data Enter the text you want to display for each user profile column/field that does not have any data. Leave this blank if you do not want to display any text.
2. Default View Select these check boxes to display users by alphabet, department, or organizational hierarchy.
3. Select ‘Report to’ column: If you select Organization (as shown in #2 above), you must also specify which column/field holds the Report To data since the Organization option displays users based on to whom they report.
4. My Profile Link Select this check box to display this link at the top of the Web Part next to the Search box.
5. Display My Profile First Select this check box so that when users navigate to User Profile Plus, the first profile they see is their own.
6. Print Preview Button Select this check box to show the Print Preview in the Web Part. Users can preview and print user profile information.
7. Select a Language

Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu.

NOTE: The translation options for Spanish, French, German and English are currently still in English. You must customize the files directly to translate the web part user interface to the language you require. See Customizing the Translation Settings for more information.

8. Tree Item Limit Set the limit for the number of items to display in the tree. When you limit the number, a More link displays at the bottom of the tree so that you can view the next set of items up to the limit. For example, if you enter 25, then you will see only 25 items in the tree and a More link if there are more than 25 items. After clicking the link, you will see the next 25 items. This feature helps you to manage performance of the Web Part if you have hundreds or thousands of items to display in the tree.

Configure User Profile Fields

Configure User Profile Fields

Return to Overview of Web Part Configuration

In this section of the tool pane, you configure how columns will behave for your users by selecting or de-selecting check boxes. You can shift columns up or down, remove them and make them “editable.”

hw29013.jpg

Display Description
Column Name Name of the column/field in the User Information List or Contacts List.
Display Name Name of the column/field as it is displayed to the user. This field can be edited.
Editable Select this check box if you want to allow users who have edit permissions to edit the data in this column/field.
Public Select this check box if you want to make this column/field available in all user profiles. Clear this check box to make the column private so that only the logged in user can see information in these fields.
Include Select this check box to show this column/field so all users can view/edit it depending on their permissions. Clear this check box to completely hide this field in the user profile.

Icon-Warning IMPORTANT: Remember to click the save icon (Icon-Save) to retain your configuration changes.

Configure the User Profile Plus Source

Configure the User Profile Plus Source

Return to Overview of Web Part Configuration

From.jpgConfigure the User Profile source.
Select to connect to the WSS v3 User Info List for the site collection or a SharePoint Contact List. For the WSS v3 User Info List option, just select this option.

002.jpg

For the SharePoint Contacts List option, fill out the following columns:

Step Action Description
1. Enter a SharePoint site URL Enter the URL for the site that has the Contacts List you want to use.
2. Connect Click Connect to connect the SharePoint site and populate the List drop-down box with all the Contacts Lists available from that site.
3. Select the Contacts List Pick the list that contains your contacts from the drop-down selector.
4. Select an Account name column Select the column in the Contacts list that contains the Account Name.
5. Select a Picture column Select the column in the Contacts List which contains a link to the picture.

Configure Group Edit Permission by Department

Configure Group Edit Permission by Department

Return to Overview of Web Part Configuration

This section of the tool pane is where you configure the web part to allow either users and/or Site Collection Administrators to edit their own profile information.

hw29012.jpg

Step Action Result
1. Allow users to edit their own profiles

Select this check box to allow users to edit their profiles.

  • If this check box is not selected, users can only view their profile.
  • This check box overrides the Editable permission assigned in the Configure User Profile Fields section further down in the tool pane.
2. Allow Site Collection Administrator to edit profiles Select this check box to allow Site Collection Administrators to edit all user profiles.
3. Configure Group Edit Permission by Department Select the field or list column that contains the Department information for each user profile.
4. Assign User Group Edit Permission For each department, select the user group that has permission to edit user profiles for the selected department. Users in the selected group can edit profiles of users in the designated department.
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