Create Visio Org Chart from SharePoint User Profile Data (With Pictures)

Over the years I have been asked this question several times. “How can I export my Active Directory data or SharePoint data into a Visio-like org chart”. Look no further……We can leverage SharePoint and PowerShell to get at this data and export it in a format that is “Visio Friendly”.

Background

SharePoint has a service application called the User Profile Service Application (UPSA). One of the primary features of the UPSA is to sync data from Active Directory. By default, when you setup a synchronization it pulls the Active Directory Manager field into a SharePoint user property also named Manager. We can use PowerShell to get that data and export it from SharePoint.

Note: PowerShell cmdlets are available with the Active Directory module that will allow you export directly from AD if needed.

Important: This script will only export user objects that have a manager defined. If there is no value in AD this script will not export the user.

New Master Page breaks SharePoint apps

Consider this scenario: You create a new web and add several apps. Next, you make some master page modifications and choose the “Reset All Subsites” option when applying the master page. This prompts SharePoint to reset all MasterUrl and CustomMasterUrl properties to point to the root web. Because all of our apps are running in their own App-Web (Aka sub-site) these sites are reset too. So now when are apps are rendered the master page it calling to the root web for its masterpage. This results in error because the app is not allowed to call outside of its own web. (Some scenarios allow cross-site calls).

 

To fix this we need to rewrite the app master page URL. We can do this for all apps using PowerShell.


$appWebs = (Get-SPSite -Identity <YourSiteCollectionURL> -Limit All).AllWebs | ?{$_.Url -match "<YourAppURL>"} #Your app URL should be company-app.com, etc
foreach ($app in $appWebs) {
$masterUrl = $app.ServerRelativeUrl + "/_catalogs/masterpage/Seattle.master"
$app.MasterUrl = $masterUrl
$app.Update()
}


We can now access the configuration pages within our apps.

 

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Restart IIS on all your SharePoint Servers

Need to cycle IIS on all of your SharePoint servers? There are a couple ways to do it in 1-2 lines of PowerShell.

Option 1 (Requires SharePoint Admin shell or the Microsoft.SharePoint.PowerShell add in to be loaded)

Get-SPServer | ?{$_.Role -ne "Invalid"} | %{iisreset $_.Address}

Option 2 (Can be run from any POSH shell)

$servers = @("sp1","sp2","sp3")
$servers | %{iisreset $_}

Option 2 requires that you put your servers into an array manually. This could also be run on a single line.

$servers = @("sp1","sp2","sp3"); $servers | %{iisreset $_}

Happy POSHing!

Great post on how to use POSH and CSOM to work with SharePoint Online!!