- Create a Simple SharePoint 2013 Employee Directory on Office365 – Part 1 – Introduction
- Create a Simple SharePoint 2013 Employee Directory on Office365 – Part 2 – Set up an Employee Directory Page
- Create a Simple SharePoint 2013 Employee Directory on Office365 – Part 3 – Create Display Templates
- Create a Simple SharePoint 2013 Employee Directory on Office365 – Part 4 – Search Schema
- Create a Simple SharePoint 2013 Employee Directory on Office365 – Part 5 – Sorting & Refiners
6 minute read
In the prior posts in the series, we’ve seen how to set up a page for our employee directory and then create Display Templates to render the information we want for each person, along with a nice alphabetical filtering capability.
Up to this point, things have worked pretty much the same as they would in an on premises installation of SharePoint. With Office365, though, this is where things get a lot more complicated. I want to thank my search guru Mikael Svenson (@mikaelsvenson) for his assistance with this part of the work. This is another instance with SharePoint where the steps should be simple, but they aren’t when you add Office365 into the mix: it only gets harder.
In the listing we’ve made so far, we’ve had little trouble displaying the User Properties we want to see in the directory. Adding in some slicing and dicing requires a bit more fancy footwork. After all, if we can’t find people, it’s not much of a search-based solution, is it?
Each property we want to use in a filter we build needs to be “Sortable”. If we want to use a property in a refiner – those lists of values on the left side of the Search Results page – those properties must be “Refinable”.
For some unfathomable reason, out of the box the LastName property is not “Sortable”, nor is it “Refinable”. The FirstName is “sortable”, but to me it’s a lot less likely that you’d want to sort or filter on FirstName than LastName. If we want to sort by Lastname, we’re out of luck. In Ari Bakker’s (@aribakker) post that shows how to set up a simple a Employee Directory on SharePoint 2013: How to: Create a Simple SharePoint 2013 People Directory, he shows how to tweak the Lastname property to make it sortable.
If you go to the Search Schema settings (Admin / SharePoint / search / Manage Search Schema), you’ll see that this is the case.
Update 2016-11-02: Thanks to eagle eyed reader David (see his comment below), the LastName Managed Property is sortable on Office 365 now, at least in one of the tenants I checked. If that’s the case in your tenant, you won’t need to jump through this set of hoops.
In Office365, we’re not able to change the attributes of the out of the box User Profile properties, though. If we try to, they are all simply grayed out; we can’t touch them. This is where our path diverges from on premises installs.
On Office365, there is a very big set of dummy properties named RefinableString00, RefinableString01, etc. There are 100 of these String properties. There are also sets for Date (20), Decimal (10), Double (10), and Int (50). If you need any more of any of these, you’re stuck, so use them wisely.
Because the Lastname is a a string-valued property, we’re going to use one of the RefinableString dummy properties. What we do is map the RefinableString property to a crawled property. Here I’ve chosen RefinableString00 because I haven’t used it yet. Here are the steps to set up the mapping:
- Click on the RefinableString00 property in the search schema listing
- Scroll down to the section for Mappings to crawled properties
- Click on the Add a Mapping link
- Find People:LastName by typing “Lastname” in the search box and clicking “Find”
- Select the People:LastName property and click OK
- You can only map to one Crawled Property, even though the UI will allow you to select several. As much as I wanted to include People:SPS-PhoneticLastName to match the LastName Managed Property, I couldn’t. I had to settle for just People:LastName, (which should be fine).
- Scroll to the Alias setting and give the property a name you’ll recognize. I’ve used LastnameSortable.
- Save the RefineablerString00 property by clicking OK
Now you still have a property named RefinableString00, but it has an alias of LastnameSortable (if you used the same name as I did) and it is mapped to the People:LastName property, meaning that RefinableString00 will get the same values as People:LastName.
Perfect, right? Now we can just use that LastnameSortable property in our slicing and dicing tools and we’ll be all set!
Not so fast, Kemosabi. On Office365, we have no control over search crawling. We can’t just fire off a crawl to update the index like we can on premises. (In either case, we have to be admins, but that’s not the difference here.)
A User Profile will only be re-indexed if a value in that profile changes. For example, if I change my MobilePhone or a new value syncs over from Active Directory, then the next crawl will pick up that change and the value will be available in the search index. We’ve mapped the People:LastName property to the RefinableString00 property, but since no User Profiles were changed in the process, it makes no difference. We can’t just push the re-index button on Office365.
The only way we (Mikael, and therefore I) know to change every User Profile so that it will be indexed is to run a Powershell script that “touches” every profile. This is down and dirty stuff, folks, and not for the squeamish. You might want to enlist your local Admin Superhero to help you with this part.
Mikael built a script that loops through all of the User Profiles; copies the SPS-Birthday property value; sets the SPS-Birthday property to an arbitrary value; saves the profile; sets the SPS-Birthday back to the original, saved value; and saves the User Profile. Yes, for every single User Profile in the User Profile Store.
The one problem I had was that SPS-Birthday was almost never available in the User Profiles in the organization I was working with. Mikael adapted his Powershell script to also work with Department, which ought to be there more often. For the company I originally muddled through this with and their 100 or so employees, this wasn’t a big deal; the Powershell script ran through in a few minutes. If you are in a larger organization, the script might take hours and could possible timeout along the way. That said, it will work. Eventually.
I’m not going to go into all of the details on how to run the Powershell script. Instead, head on over to Mikael’s post “How to trigger re-indexing of user profiles in SharePoint On-line” and follow his instructions.
Once you’ve run the script, you’ll need to wait for some period of time – we don’t have any way of knowing when these crawl jobs actually happen. Experience shows that this will be 2-8 hours, but it can depends on the load in your tenant’s hardware. Once the values are indexed, you can start to use them in your Employee Directory.
The next step is to add some of the slicing and dicing capabilities. We couldn’t do that before we set up the RefinableString00 aka LastnameSortable property. If we had tried to use the Lastname property, we’d just get errors in the page I know this from experience). Errors that tell us precious little about what the actual problem is. Correlation ID!
Ari’s post shows some slick additional sorting capabilities that it would be nice to add at the top of the page. Sorting by Lastname or Firstname might make finding the person in the middle of the list by default a little easier to find. In the next article in the series, I’ll show you how to set those sorting capabilities up.