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4. Creating Profiles

Gordon Beeming edited this page Nov 4, 2022 · 25 revisions

Welcome to your new company! They're a great company because they are publicly advertising your greatness. Let's get started building your profile using SSW.People. You're going to learn about forking a repository, but you're essentially copying someone else's profile and modifying it with your details.

Content we will change in this section:

Main Content
Figure: The picture, quote and profile content

For Your Information: The Old Approach

TODO: the video needs to be updated or removed
This video will give you an idea of what's going on under the hood when you create your profile. Be aware that the process has changed since the video was recorded, so you'll need to come back and follow the steps below after you watch it.

SSW.People Automated Profile Creation
Figure: SSW.People - Profile Creation

How to Create your Profile

Fork the repository

  1. Log in to GitHub, or create an account if you haven't already.

  2. Navigate to SSW.People.Profiles

  3. Fork it!
    Fork the repo by clicking on the button in the top right
    Figure: Fork this repo!

    Forking makes a duplicate of the People repository (i.e. SSWConsulting/SSW.People.Profiles to SSWSophieBelle/SSW.People.Profiles). As SSWConsulting/SSW.People.Profiles is a public repository, you do not have permission to write to it directly. This is for security reasons.

  4. Fork it under your own GitHub account:
    Fork to your account
    Figure: You'll need to create a GitHub account if you haven't. You should also be prepared for some hilarious directions to "Fork People"

  5. You should end up with your own forked repository:
    Your forked repo
    Figure: Check that it has YourAccountName/SSW.People.Profiles on the left


Create a New Profile

We will create a new profile by copying an existing profile and modifying the contents.

Note: Good practice is to clone the whole repository, make your changes, and then push those changes to git. As the only changes we'll be making will be to upload your completed folder, it's not strictly necessary to clone the whole repo, but those instructions are at the end of this section. They are worth understanding, and also act as a fallback in case other methods fail.

Method 1: Grab the Sample Profile using DownGit

GitHub cannot directly download folders, but there are a few third-party tools that do the trick. For this tutorial, the tool we will use is called DownGit.

  1. Find the folder named Bob-Northwind and copy its URL
    (Hint: click it to open it, then copy what's in your browser's URL bar)
    Bob-Northwind folder
    Figure: Bob-Northwind folder

  2. Navigate to downgit.github.io and enter the url for Mr. Northwind's folder
    Download with DownGit
    Figure: Download a copy of the folder using DownGit

  3. Find the folder, unzip it and rename it to YourFirstname-YourLastname
    Unzip your folder
    Figure: Unzip your folder

    Rename your folder
    Figure: Rename your folder. YourFirstName-YourLastName must be identical to CRM to sync your skills

  4. Open your renamed folder, and change Bob-Northwind.md to your Firstname-Lastname.md
    Rename your files
    Figure: Change profile file's name from "Bob-Northwind" to "Firstname-Lastname"

Method 2: Grab the Sample Profile using GitHub

  1. Navigate to your Forked Repository and clone it:
    Clone repository
    Figure: Select Code | Download ZIP - This clones the repository and allows you to edit the files
    Most people select Download ZIP, but you can use the command line or an editor like VS Code if you prefer

  2. Once downloaded, navigate to it (you do not have to unzip it). Inside the .zip, find the Bob Northwind folder and copy it somewhere else.
    Bob Northwind folder

  3. Rename the copied folder to your FirstName-LastName
    Rename Folder

  4. Open your renamed folder, and change Bob-Northwind.md to your Firstname-Lastname.md
    Rename your files
    Figure: Change profile file's name from "Bob-Northwind" to "Firstname-Lastname"

Picture widget

Picture and Audio Widget
Figure: The Picture and Audio widget is Highlighted in the above image (we won't worry about the audio widget just yet)

  1. Inside the Images folder, delete Bob's images and replace them with your photos. Read Get and use your official SSW profile photo.
    Paste your photos
    Figure: There should be two images and the Bio folder

  2. Your photos need to have the correct naming and size of 172px wide by 242px high:

    • Firstname-Lastname-Profile.jpg – Colour rectangular portrait
    • Firstname-Lastname-Sketch.jpg – Black and White rectangular portrait
NOTE: Casing matters! Firstname-Lastname-profile.jpg will not work, it must be Firstname-Lastname-Profile.jpg
  1. The Bio folder is used for any images you want to include in your profile. Replace them with your photos, or remove the folder completely.
    Paste your photos
    Figure: Replace or delete the images in the Bio folder

  2. Navigate to your forked repository and click "Upload Files": Now we upload your new files
    Figure: Upload the files and then use the GitHub editor which will give you change history

  3. Now we're going to upload our renamed folder:
    Drag your renamed folder into the upload area
    Figure: Copying the files is a simple drag and drop experience

  4. When you’ve finished uploading, add a meaningful check-in description and select “Commit Changes”:
    Commit your changes
    Figure: You can commit directly to the main branch, because this repo has already been forked

  5. When it’s finished uploading, you should be able to see your committed changes: New notifications from GitHub
    Figure: GitHub indicates there is a new change (Because you uploaded a file)

  6. Now navigate to your new folder and open your markdown file. Use your web browser and navigate to your new folder
    Figure: Open the FirstName-LastName.md to edit the profile

  7. Your .md file looks something like this: You'll see a table and a lot of text
    Figure: This is your profile in Markdown

    This is a breakdown of the default profile.

    • Green bar (Lines 1-8) - These entries define your profile data. replace the items in the yellow boxes with your data from CRM. Everything after that is example markdown and can be safely replaced.
    • Red marker (Line 2) - Your id needs to match your record id in Dynamics CRM.
      Dynamics CRM record Id
      Figure: This is your id in Dynamics CRM
    • Yellow boxes (From Line 12) - You can change everything else! The rest of this file is just sample markdown, which you'll replace with your bio.
  8. Now, write your bio :)
    If you'd like some inspiration, look at some of the other profiles on SSW.People, or talk to your induction manager. Don't forget to add your favourite quote!

Below is a copy of the Bob Northwind default profile data, in case you need a backup.

---
id: "456ebf0e-fb42-ea11-967a-00155d012cc0"

qualifications: "Sample"

quote: "Working together to provide solutions to problems every day"
quoteAuthor: "Anonymous"
---

[Editing profiles]: https://github.com/SSWConsulting/SSW.People.Profiles/wiki/5.-Editing-profiles

A lot of text!

Warning: Make sure you have updated the 'User Information | Profile Category' in your User Profile in CRM with your current role, otherwise your profile will be displayed above everyone's


Next Step: Editing profiles >