User's Guide (v 1.9)

Description

The User Profile Plugin enhances the functionality of Confluence user profiles. They can be centrally extended with additional elements. On top of that, the plugin supports the synchronization of any attribute from LDAP-based external user directories (e.g. Active Directory, OpenLDAP) and the user profile by extending the LDAP integration functionality of Confluence. So the users do no longer need to update their personal data manually. Each profile element is searchable (additional ones too). User profiles can be displayed via two different macros.
The benefit to you: the data of synchronized user profiles is always kept up-to-date and can be used to display business cards or to search for contacts.

Content

Editing the User Profile

The edit modes for user profiles have been extended so that both administrators and users are able to adjust the data for additional profile elements. Elements of profiles for external (LDAP) users that are synchronized are not editable.

Searching the User Profiles

With the User Profile Plugin, the data of all user profile elements is searchable. Thus, users can be found through any information they have provided in their profile. Hits will be displayed as links to the respective user profile in the search result list.

In the following example, a user was found through his phone number:

Extended Search

In addition to making all profile elements searchable, the User Profile Plugin also allows a search for a specific profile element. To do this you have to start your search phrase by the title of the profile element, directly followed by a colon (:). Please be aware that the search is case sensitive with respect to the profile element title.

With version 1.8 of the User Profile Plugin you do not need to refer to the default title of the profile element any more. You can simply use the title of the profile element that is displayed in the user profile.

The following examples will illustrate how the extended search works:
Let's assume an additional profile element with the name "Hobby" was created. To find all users whose hobby is tennis, the following query has to be used:

Hobby:tennis

Please note that the search term "tennis" directly follows the profile element title (Hobby), separated by a colon, and that "Hobby" starts with a capital "H".
If you want to search for users having both tennis and soccer as hobby, the query would look like this:

Hobby:(tennis soccer)

If the title contains a space (or any other character used by Lucene query syntax), this has to be escaped by prepending it with a backslash:

My\ Hobby:tennis

Lucene experts might already have noticed that this is Lucene query syntax. The default title "Hobby" is stored as a Lucene document field and can therefore be used to directly access information for the respective profile element. This is the same for any other profile element. So, there are lots of ways to refine your search (smile)

(lightbulb) Demonstration of search functionality:

Macro "Enhanced Profile"

Displays the profile information of a user. Different modes allow defining which profile information of a user should be displayed.

Parameters

Parameter

Default

Description

User

none

Required parameter, the username of the user for whom the profile should be displayed

Mode
(mode=minimal)
(mode=custom)
(mode=namedFields)
(mode=full)

full

Optional parameter, the mode defines which elements of the user profile will be shown:

  • minimal: the elements user name, e-mail and phone (an element "Mobile Phone" will be shown too, if it has that exact name)
  • custom: selected elements of the user profile, according to the configuration of the user profile element (see "/wiki/spaces/upp/pages/9414188")
  • namedFields: selected elements of the user profile, according to the chosen fields in the "named fields" parameter
  • full: all elements of the user profile, that contain data
Named fieldsnone

Fields to be displayed if the mode "namedFields" is chosen. If you want to see multiple fields separate them with commas, e.g. "email" or "phone, website".

For the default Confluence profile elements use the following keys:

  • name: fullName
  • E-Mail: email
  • Phone: phone
  • Website: website
  • IM: im
  • Position: position
  • Department: department
  • Location: location

Edit
(edit=true)
(edit=false)

false

Optional parameter, if "true" an edit link is provided for the owner of the user profile

(lightbulb) Demonstration of profile macro :

 

Macro "Profile List"

Displays the profile information of several users according to some given criteria alphabetically sorted. The configuration options allow different profile list for a variety of purposes: birthday list, telephone directory, expert list ...

Parameters

Parameter

Default

Description

Criteria

none

Required parameter, the criteria defines which user profiles will be shown. All user profiles that match the specified criteria will be shown. Multiple criterias can be separated by ",". For everyone familiar with Lucene search syntax: You can use this to further refine your criteria. (see also "Searching the User Profiles")

Elements per Page6Optional parameter, defines how many user profiles will be displayed per page. If there are more elements, the page navigation menu will be displayed.
Styleprofile cards

Required parameter, the style defines how the results should be displayed.

  • profile cards: displays the user profiles in a business card layout for each user (as known from the People Directory). The shown profile elements depend on the selected mode (full name and latest status message will always be shown!)
  • table: displays the users profiles listed in a table. One row for each user, one row for each profile element (depending on the selected mode - the full name is always the first column)

Mode
(mode=minimal)
(mode=custom)
(mode=namedFields)
(mode=full)

minimal

Optional parameter, the mode defines which elements of the user profile will be shown:

  • minimal: the elements user name, e-mail and phone (an element "Mobile Phone" will be shown too, if it has that exact name)
  • custom: selected elements of the user profile, according to the configuration of the user profile element (see "/wiki/spaces/upp/pages/9414188o")
  • namedFields: selected elements of the user profile, according to the chosen fields in the "named fields" parameter
  • full: all elements of the user profile, that contain data
Named fieldsnone

Fields to be displayed, if the mode "namedFields" is chosen. If you want to see multiple fields, separate them with commas, e.g. "email" or "phone, website". The full name will always be shown.

For the default Confluence profile elements use the following keys:

  • E-Mail: email
  • Phone: phone
  • Website: website
  • IM: im
  • Position: position
  • Department: department
  • Location: location

(lightbulb) Demonstration of profile list macro :

 

Macro "Org Chart"

Starting from a particular user, the hierarchical relationships with superiors, colleagues and employees are visualized. The organizational charts contain the full name of the person displayed with a link to the profile, the user picture, as well as the department and the position.

Please note:

  • The organizational charts are calculated based on the data you entered in our user profile (one field of your profile, e.g. named "superior" is defined as basis for the hierarchy. All information about superiors, colleagues and employees is automatically calculated based on that field)
  • It might take up to 45 minutes until changes to the superior are reflected in the organization chart hierarchy.

Parameters

Parameter

Default

Description

User

none

Required parameter, The user for whom the organization chart shall be displayed.

Levels of Parents

(values: 0,1,2)

1

Select how many levels of parents in the hierarchy (=superior) for the user shall be displayed. If there are less levels of parents for the user available, the extra levels will be ignored.

Levels of Children

(values: 0,1,2)

1

Select how many levels of children in the hierarchy (=employee) for the user shall be displayed. If there are less levels of children for the user available, the extra levels will be ignored.

Display Peers

noTick this checkbox if the peers (=colleagues) of the user shall be displayed.
Display TitleyesIf checked, a title above the org chart is displayed
TitleOrganization ChartYou can change the title of the org chart