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Last Updated: Apr 28, 2015 02:27PM EDT

Profile pages are the heart of the Higher Logic Directory. The Directory is most simply explained as the interfaces through which multiple Profiles are searched, displayed and linked.

 

Profile pages consist of multiple Profile Areas, generally including a number of Demographics. The content of Profile Areas can be searched through the advanced Directory search interface. Profile Areas can be the source of a Network - a list of all users who share a certain characteristic.

Profile Privacy

Specialized Content Items displayed on the Profile page are referred to as Profile Sections. These each have a unique privacy default.  The default setting is established for each Profile Section on the CCAdmin Privacy Defaults page found under Users and Companies.  The default privacy setting can then be adjusted by the Profile owner through the My Privacy Settings page. Individual Profile Sections can be shown/not shown to public, members, contacts or no one as determined by the Profile owner.

The My Privacy Settings page will also allow a user to not share their Profile page with any other users. Options include removal from the Directory.

Demographics

The core of every profile are Demographics, user-specific data points that summarize the personal/professional characteristics of every individual in the Directory. Each Demographic renders on the profile through an individual Content Item utilizing the ds:ContactDemographicEdit User Control. The specific Demographic for that User Control is defined through a single DemographicTypeKey Parameter, such as DemographicTypeKey="XXXYYYZZZ".

Demographics can be imported from the AMS - "Name" and "Address" Demographics are generally always imported through web services when an AMS integration is present. They can also be completed by members within the website - "Bio" is a common example. Whether resulting from AMS integration or not, Demographics are managed on the CCAdmin site's "Manage Demographics" page. New Demographics can be created there, and then imported to the Profile through copying the key from the "choices" page where the kinds of inputs accepted for that Demographic are defined. As needed, be sure to add new demographics to both the Profile pages and the Directory Search pages.

Instructions: Creating Demographics and Adding them to Profile pages:

  1. Access the Manage Demographics page of the CCAdmin site.
  2. Click the large "Add Category" button
  3. Complete the fields to name and describe the new Demographic. Take special note of the following:
    1. Multiple Choices: If there is only once choice that can reasonably be made - like male/female - select no. Otherwise, users will be allowed to select multiple values.
    2. Include in Networks: to group those with identical options in a linked "Network" accessible via Profile pages, select "yes".
    3. Allow Free Text: If users may want the ability to enter their own values, select "yes"
  4. Click "Save" - this will return you to the main "Manage Demographics" page.
  5. Find your new Demographic in the Manage Demographic page. Click the link for "Choices"
  6. Add choices as needed. If more than one are to be entered, click "Save and Add Another" as needed. Click "Save" when all choices are inputted.
  7. Access the CCAdmin Privacy Defaults page under "Users and Companies".  Click the "Active" box for the new Demographic. Then click "Save". This often-overlooked step is necessary.
  8. Return to the Manage Demographics page of the CCAdmin interface. Click "choices" for the new Demographic you created. This will open the Demographic List Setup page. The URL of that page will end in the key for the demographic.  Copy the portion of the URL similar to DemographicTypeKey=12345.
  9. Go back to the main site and click on the "Profile" link in the Welcome Box. When the Profile page renders select "Edit Navigation" to open the Navigation Page for your site.
  10. On the right-hand Content side of the Navigation Page, identify the Content Item you want the new Demographic to show below. Selct this Content Item and click "New" on the right-hand Content side.
  11. In the Parameters field, click paste to paste in the DemographicTypeKey=12345 information you copied earlier.
  12. Modify this by placing quotation marks around the key, such as DemographicTypeKey="12345"
  13. In the User Control field, add ds:ContactDemographicEdit
  14. Click "Save":

Users will be able to see and input selections in the Content Item based on the new Demographic. Following completion of this task, be sure to enable the data collected to be searched via the Advanced Directory Search using the instructions here.

Demographic Display and Recommend Functionality

Demographics can be displayed in a box format that includes, or does not include, recommend functionality.  With recommend functionality enabled a user can visually indicate their agreement that the Profile owner has a given characteristic.  For example, a Demographic area called "Expertise" can include a value called "Software Configurations" for a user, Mark.  Another user, Ben, can indicate his agreement that Mark has expertise in configuring software and click on the thumb icon associated with the "Software Configurations" value for "Areas of Expertise" on Mark's profile.  The recommend number displayed with Mark's "Software Configurations" value will increase by one with Ben's click.  Ben will also be included in a Recommended By pop-up list of users when the recommend number is clicked.

Demographic display with Recommend functionality
To establish box formatting and recommend for ds:ContactDemographicEdit use the DisplayValue Parameter as indicated:
  • DisplayValue="CommaSeparated" : no boxes - this is the default and standard presentation of  demographic values
  • DisplayValue="BoxesNoRecommend" : displays in box format with no recommend functionality 
  • DisplayValue="BoxesWIthRecommend" : displays in box format with recommend functionality

Other Profile Areas

Profiles often use landing page Content Items to display Library Entries and Blogs created by the Profile owner.  These utilize the same controls as on home pages. A number of Content Items have been developed specifically for Profile pages, as described below.

Note: When establishing new Content Items on the Profile be sure that the "Active?" box is checked for that Profile Section on the CCAdmin Privacy Defaults page. Profile Sections without the Active box checked will not display any functionality.

My Networks

All Demographics utilizing selectable options can have Networks established for them. Networks are groupings of individuals who share a similar Demographic. All members from Ohio will display in a Network based on the "State" Demographic. Networks are established or disabled on the Manage Demographics page after selecting "edit" for any specific Demographic. The Networks Content Item on the Profile page utilizes the ds:DisplayMyNetworks User Control. Generally, the addition of Parameters to customize this content are not recommended.

Profile Picture

The Profile Picture Content Item utilizes the ds:ProfileImage User Control. Generally, the addition of Parameters to customize this Content Item are not recommended.

Users have three options for choosing a profile picture:

1) Upload a picture

The interface prompts users to upload an image. This is the most commonly used option. For lossless profile pictures images should be formatted as follows prior to uploading:

  • 200px square
  • 96 dpi
  • gif file type (bmp, png and jpg also supported)

2) Use a Gravatar

Gravatars allow users to update primary images across websites with a single interface. Users who have created an account on gravatar.com will have their "G-rated" image displayed if their email address matches their gravatar.com account. Users can also select "use gravatar" to replace an uploaded image.

Gravatar functionality requires proactive establishment by Higher Logic. To enable gravatars to be recognized and utilized on your site please request establishment in configuration via the ticket system.

3) Pull from LinkedIn

Profile Pictures can be imported from LinkedIn with other areas of the Profile. See the Integrating External Social Media, LinkedIn page for more information.

Security Group Display

Security Groups of users are displayed on Profile pages through the inclusion of a User Control Content Item based on ds:DisplayMySecurityGroups. This Content Item must use the following Parameter (same for all websites) ProfileSectionKey="2A0A4BD4-6D06-423C-812D-AFDC42AE5756". Finally, the Security Group Display Profile Section must also be set to active on the CCAdmin Privacy Default page.

The recommended configuration is to include this functionality on the Profile Admin tab in proximity to the User Information Content Item. Some clients may wish to expose this information to users.

vCard

The standard electronic business card can be downloaded directly from Profile pages.

The fields included in the vCard are dynamic – reflecting the Profile owner's Privacy Settings. Only those fields exposed to the Profile visitor will be included in the vCard file.

Downloadable vCards are included on Profiles through a User Control Content Item based on ds:ContactBusinessCard. vCards can be enabled or disabled for any user on that user's My Privacy Settings page. Set the vCard to active on the CCAdmin Privacy Default page.

the standard vCard image with text link

vCard configuration options

The ds:ContactBusinessCard. User Control accepts the following Parameters

Parameter Name Type of Variable Required Use
LinkText="variable" Text Change the text link initiating the download of the vCard by a user.  This link appears next to the vCard image in most configurations.
UserKey="variable" GUID Define the user whose vCard is downloaded. This allows a vCard link for any user to be established on any web page.
ShowImage="variable" True or False A default vCard image is provided. This image will not be shown when set to false.
ImageURL="variable" URL The default vCard image is replaced by another image through the use of this variable. The URL should be the image URL previously uploaded to the site or available in another online location.
ImageToolTip="variable" Text The pop-up text prompting download when a user hovers their cursor over the image or link.
ContactKey="variable" GUID Define the user whose vCard is downloaded. This allows a vCard link for any user to be established on any web page.

 

Digital Ribbons and Badges

Ribbons badges associated with users on their profiles provide rewards and incent interaction.  Ribbons formatted horizontally recreate the experience of ribbons commonly placed on event name tags used at association meetings and conferences. Ribbons are displayed on profile pages through a Content Item using the Directory:Ribbons:RibbonDisplay MVC Action control.

See the Ribbons and Recognition page for full documentation.

Contacts

The primary path for establishing contContacts can be established, viewed, and common Contacts seen through Profile pages. Contact functionality is centered in multiple Content Items as described below:

  • The Contacts Content Item displays a link to the list of your contacts via the ds:YourContact User Control.
  • The Mutual Contacts Content Item displays a list of contacts the user shares with another member when viewing another person's profile. This Content Item is based on the ds:DisplayMutualContacts User Control.
  • The Add Contact Content Item displays a link to "add as contact" when viewing the profile of another user. The Content Item is based on the ds:SendMessageOrAddFriend User Control.

 

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