SAP® Workforce Performance Builder Manager Manual Consultants

SAP® Workforce Performance Builder Manager Manual  Consultants
SAP® Workforce Performance Builder Manager
Manual
Target Audience
■ Consultants
■ Administrators
■ Others
Public
Document version 27/08/2012
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Contents
Contents
SAP Workforce Performance Builder Manager..............................9
Introduction .......................................................................................... 10
Technical Support ...................................................................................... 11
System requirements ................................................................................. 12
Internet Explorer settings ..................................................................................................... 13
Settings for Mozilla Firefox................................................................................................... 14
Safari settings ...................................................................................................................... 15
Basic information ................................................................................. 16
Write token .................................................................................................. 16
Roles and permissions .............................................................................. 16
Self-registration .......................................................................................... 16
References .................................................................................................. 18
Version control ........................................................................................... 20
Areas ..................................................................................................... 21
Workareas ................................................................................................... 21
project explorer .................................................................................................................... 22
Unreferenced entities ........................................................................................................ 23
My unreferenced entities ................................................................................................... 23
Resources ......................................................................................................................... 23
Recycle bin ........................................................................................................................ 23
property sheet editor ............................................................................................................ 24
Header area ...................................................................................................................... 24
Tab overview ..................................................................................................................... 26
Editing with the html editor.............................................................................................. 26
Tasks tab ........................................................................................................................... 27
Courses tab ....................................................................................................................... 29
Item tab.............................................................................................................................. 30
Exchanging attachments ................................................................................................ 30
Amending displayed objects ................................................................................................ 30
Switching workarea ........................................................................................................... 30
Using tags to filter objects ................................................................................................. 30
Moving objects .................................................................................................................. 31
Creating new Objects ........................................................................................................... 32
Administration ............................................................................................ 34
Users .................................................................................................................................... 34
Organizational units ............................................................................................................. 36
Creating new organizational units ..................................................................................... 36
Moving organizational units ............................................................................................... 37
Deleting organizational units ............................................................................................. 37
Roles .................................................................................................................................... 38
Predefined roles ................................................................................................................ 38
Creating roles .................................................................................................................... 39
Adding to a role ................................................................................................................. 39
6
08 2012
Deleting a role ................................................................................................................... 40
Activation / Deactivation of roles ....................................................................................... 40
Rights management ............................................................................................................. 40
Registrationscodes .............................................................................................................. 44
Broadcast ............................................................................................................................. 44
Status ................................................................................................................................... 45
Workflows............................................................................................................................. 45
Initial Actions ..................................................................................................................... 46
Additional actions .............................................................................................................. 47
Example of use .................................................................................................................. 48
Distributing workflows ........................................................................................................ 50
Types ................................................................................................................................... 52
Priorities ............................................................................................................................... 52
Milestones ............................................................................................................................ 53
Workareas / tags .................................................................................................................. 54
Scheduler ............................................................................................................................. 54
Assignments ........................................................................................................................ 55
Managing the assignments ............................................................................................... 55
Course assignment and display options ........................................................................... 57
Learning path .................................................................................................................. 61
Export of assignment list ................................................................................................... 62
Server settings ..................................................................................................................... 63
Versioning ......................................................................................................................... 63
Notification ......................................................................................................................... 63
Logging .............................................................................................................................. 64
GUI .................................................................................................................................... 65
Automatic User Deactivation ............................................................................................. 66
Automatic Excel Import ..................................................................................................... 66
Automatic LDAP Import ..................................................................................................... 66
Single sign-on .................................................................................................................... 67
Security.............................................................................................................................. 68
Search ............................................................................................................................... 69
Miscellaneous .................................................................................................................... 69
Server installation ................................................................................................................ 70
Server import ....................................................................................................................... 70
Server SSO Configuration ................................................................................................... 70
Tasks ........................................................................................................... 71
Task list ................................................................................................................................ 71
Detailed view ........................................................................................................................ 72
Editing watchers ................................................................................................................ 72
Free tasks ............................................................................................................................ 73
Status report ........................................................................................................................ 74
learning reporter......................................................................................... 76
Display variants .................................................................................................................... 76
User reports ....................................................................................................................... 77
User by assignment ........................................................................................................... 78
User by progress ............................................................................................................... 80
Lesson reports ................................................................................................................... 81
Lessons by assignment ..................................................................................................... 82
Lesson Step Report ........................................................................................................... 84
Common tasks ..................................................................................................................... 86
08 2012
7
Contents
Detailed view of a list item ................................................................................................. 86
Change selection ............................................................................................................... 87
Saving selected reports ..................................................................................................... 88
Subscribe to reports ........................................................................................................ 90
Filter options ...................................................................................................................... 91
Exporting the results .......................................................................................................... 91
Learner view ............................................................................................... 92
Explanation of the display options ....................................................................................... 92
Playback of contents ............................................................................................................ 93
Displaying learning progress ............................................................................................... 93
Certificate .......................................................................................................................... 94
Searching for content ........................................................................................................... 94
The commentary function .................................................................................................... 94
Bookpage Editor......................................................................................... 95
Books and Book Pages........................................................................................................ 95
Basic principle and structure ................................................................................................ 96
Defining the design ............................................................................................................ 96
Inserting objects ................................................................................................................ 97
Bookpage objects ................................................................................................................ 98
Objects for different information ........................................................................................ 98
Arrow............................................................................................................................... 99
Shape............................................................................................................................ 100
Shapes Overview .......................................................................................................... 101
Bubble ........................................................................................................................... 103
Image ............................................................................................................................ 104
Text Box ........................................................................................................................ 105
Placeholder ................................................................................................................... 105
Active Area ................................................................................................................... 105
Text Pop-Up .................................................................................................................. 106
Linking content from the Workarea ................................................................................. 107
Content overview .......................................................................................................... 107
Embed documents .......................................................................................................... 108
Integrating media files ..................................................................................................... 109
Individual format settings .............................................................................................. 109
Creating a Flash button ................................................................................................ 110
Object editing ..................................................................................................................... 110
Editing parameters .......................................................................................................... 111
Settings ..................................................................................................... 112
User Info............................................................................................................................. 112
User Settings ..................................................................................................................... 112
Security settings ................................................................................ 114
Origin restrictions for administrative roles ............................................ 114
Separating content and administrative tasks ........................................ 115
Password restrictions .............................................................................. 115
Applying restrictions to Excel import .................................................................................. 116
Browser settings to use single sign-on ................................................. 116
Settings for Mozilla Firefox................................................................................................. 116
Settings for Internet Explorer ............................................................................................. 116
8
08 2012
Introduction
SAP Workforce Performance Builder
Manager
08 2012
9
Introduction
Introduction
Welcome to the SAP Workforce Performance Builder Manager!
In offering you the Manager, SAP is providing you with a server-based, collaborative
production environment for everyone involved in creating learning content.
The aim of this application is to create an interface bringing together on a role basis all
individuals and groups of individuals involved in generating and optimizing knowledge, thus
establishing a central point of contact for your organization's knowledge management.
In so doing, the browser-based administrative interface allows you to maintain an overall view
of, and monitor the progress of, the learning content held on the server, thereby providing you
with support encompassing all stages of an added value chain. While authors regularly use
Producer to record processes and upload them from Producer to the Manager, Subject
Matter Experts are already able to check that the content is correct and inform authors about
missing or incorrect segments. If specific errors in a project did not occur until later, the
project can be restored to an earlier version.
The version control of the objects held on the server also allows an already published project
to be revised without having to create a copy of the project. Once the project has been
revized and finalized, the previously published version can be replaced by the current one.
This enables you accurately to portray the organizational units within your organization and
thereby assign users to roles you have defined by location. Consequently, you can support all
of your company's roles with lessons specific to an area from just one topic workarea. As a
result, many lessons only need to be compiled and maintained once.
If learning content is published, it is immediately available for all assigned learner roles.
Publishing different areas to a specific folder is no longer necessary, the same being true of
the number of publishing processes to which this gives rise.
The Manager also enables you to capture your learners' learning behavior and learning
success and thus analyze whether the learning goals are being achieved as you planned. As
a result, you are able to identify topics that are difficult to comprehend and optimize their
learning effect. As a result, learning processes become more efficient and comprehension
and implementation performance is enhanced.
Read the chapter Basic information for an introduction to the Manager's essential technical
functionality and use Manager to give your knowledge management a boost.
10
08 2012
Introduction
Technical Support
Please use the SAP Message Wizard on the SAP Service Marketplace to submit your
incidents on the following components:

KM-WPB // Workforce Performance Builder

KM-WPB-PRO // Workforce Performance Builder – Producer

KM-WPB-IPR // Workforce Performance Builder – Instant Producer

KM-WPB-MGR // Workforce Performance Builder - Manager

KM-WPB-NAV // Workforce Performance Builder - Navigator
If you are not familiar with the SAP Service Marketplace, please read the following
information:

To access the SAP Support Portal you need an S-user ID and password. You can
request access data from your SAP Super Administrator or register online on the SAP
Service Marketplace page under „Registration„.

With this user, you have read-access to all the contents of the SAP Support Portal,
you can use the SAP Community Network and SAP Help Portal, and you can also
book courses under SAP Education.

If you want to work with the support applications (Message Wizard, license key
request, system data maintenance, software download and so on), you need the
corresponding authorizations, which your SAP Super Administrator can give you.

You can find information for new users and about support applications on the Support
Portal Homepage under „Learn More„. There you can also register for a personal
overview demonstration of the SAP Support Portal.
Note:
The Producer diagnosis function can also be used to check the technical data of the
installation on your computer (version, operating system, browser, etc.). Open Producer
and select Diagnosis… over the Help menu. The Producer transmits the required
information automatically and lists this in a corresponding dialog box. This information can
also be saved as a text file and sent as an E-mail attachment to the SAP support staff.
08 2012
11
Introduction
System requirements
The following requirements are to be observed in order for the trainer, library and book
reader functionalities to be used without problem, thus ensuring that lessons are played back
successfully:
Browser
Version
Operating system
Internet Explorer
7.0 - 9.0
Windows XP, Vista or
Windows 7
Mozilla Firefox
3.6, 8.0 – 10.0
Windows XP, Vista,
Windows 7, Mac OS X
10.5.x
Safari
4.0 - 5.1
Windows XP, Vista,
Windows 7 or Mac OS X
10.5.x
Note:
See following notes to avoid problems while playback of lessons:

Consider to deactivate additionally installed browser toolbars having pop-up
blocker functionality.

These add-ons are known to cause trouble while playback of lessons and should
be deactivated:

12

Skype browser plug-in

Adobe PDF Link Helper

DivX HiQ

DivX Plus Web Player HTML5
Possibly it may happen that Flash contents are displayed incorrect. In this case
please uninstall and reinstall the Flash plugin (don't do update only).
08 2012
Introduction
Internet Explorer settings
To apply Internet Explorer settings, open Explorer and navigate to the Internet Options
command in the Tools menu.
The following settings are to be set to Activate in the security settings under Security ->
Internet/Intranet -> Customize level:

ActiveX controls and plug-ins



Binary and script behavior
Scripting

Active Scripting

Script-initiated windows without size or position restrictions
Miscellaneous

Permit META REFRESH

Launch programs and files in an IFRAME

Transmit unencrypted form data
To play back lessons using the trainer locally or from CD, the following settings need to be
set to Activate on the Advanced tab in the Security area:

Permit running of active content in files on the local computer

Permit running of active content from CDs on the local computer
Popup blocker
The pop-up blocker needs to be deactivated to display lessons in the trainer. This option can
be accessed via the Tools -> Pop-up blocker menu.
Alternatively, you can input the corresponding URL in the pages that are enabled for pop-ups,
in the Pop-up blocker settings.
Printing the stop page
To enable the stop page of the trainer to be printed correctly,you must enable the printing of
the background elements. Please activate the option "print background colors and images".
This can be found under the "further options" tab in the "print" section.
Additional settings for Internet Explorer 7
The following setting is to be activated in the security settings for Internet Explorer 7:

Permit opening of windows without address or status bars for web sites
Additional settings for Internet Explorer 8
The following settings are to be activated in the security settings for Internet Explorer 8:

Permit opening of windows without address or status bars for web sites

Display video and animation on a webpage that does not use external media player
Additional settings for Internet Explorer 9
To enjoy error-free playback of learning contents it is necessary to deactivate the Protected
Mode.
08 2012
13
Introduction
Settings for Mozilla Firefox
The following browser settings are required for trouble-free display in Mozilla Firefox.
Changes in the settings dialog
Select the Settings item in the Tools menu in the open browser. Now go to the Content item
in the settings dialog to see the required options.

Deactivate the setting Block pop-up windows.

Enable the use of JavaScript using the Activate JavaScript option.

Click on the Advanced button to open Advanced JavaScript settings. Activate the
following options:

Position window before or after other windows

Hide status bar

Change status bar text
Settings using about:config
Additional browser configuration settings are available to you in Firefox. You can access
these settings by entering about:config in the address bar and confirming with Enter.
The following options are to be set to the value true:

dom.allow_scripts_to_close_windows
This setting allows the browser windows to be closed.

signed.applets.codebase_principal_support
This setting displays browser windows in fullscreen mode.
The following options are to be set to the value false:

dom.disable_window_open_feature.resizable
This setting prevents the size of an open browser window from being changed.

security.fileuri.strict_origin_policy
This setting allows links to be executed if an HTML page is launched from a local
drive.
A setting can be activated by double-clicking on it. It is then displayed in bold text and the
value true is set.
Printing the stop page
To enable the stop page of the trainer to be printed correctly, you must enable the printing of
the background elements. Please activate the option "print background (colors and images)".
This can be found on the page "set up dialog" under file > page set-up.
Note:
14

Because of the settings that have been activated, when starting the library or a
lesson in the trainer you will see a security message. Confirm this with Allow. If
necessary, activate the option Remember this decision so that the security
message is not displayed each time the library is started.

The bubble audio effects in lessons and in the book reader actions are in WAV
format. A Windows Media Player plugin is required in order to be able to play back
the files in Firefox. You will find further information on the subject at:
https://addons.mozilla.org/en-US/firefox/browse/type:7
08 2012
Introduction
Safari settings
Specific browser settings are required for trouble-free display in Safari.
To do so, open the browser's settings dialog using the Edit -> Settings menu. In this menu,
select the Settings area and apply the following settings:

Activate JavaScript by selecting the Activate JavaScript option.

Deactivate the pop-up blocker by deselecting the Block pop-ups option.

Permit the use of cookies by activating the option Always or Only from websites that I
visit.
Printing the stop page (OS X only)
To enable the stop page of the trainer to be printed correctly, you must enable the printing of
the background elements. Please activate the option "print background" in the print dialog.
08 2012
15
Basic information
Basic information
It is advantageous when dealing with Manager to observe a few basic technical principles of
the Manager. The following sub chapters are intended to furnish you with a brief introduction
to the Manager's essential functions.
Write token
To avoid mistakes caused by updating objects while simultaneously jointly working on objects
stored on the server, objects stored on the server are to be provided with a Write token. This
can only be fetched by one author at a time for editing and returned when editing is complete.
As long as an object's Write token is issued to an author, the object can only be read by other
authors, but not edited. An object's status at any given time is indicated in the property sheet
editor in the Manager header.
You can acquire the Write token directly in the Manager by clicking on the button illustrated
above (per object) or else load it in the Producer (selection of multiple objects) upon
commencement of local editing. For more information on the subject, read the Producer
Help.
Roles and permissions
The Manager is a role-based server application. That means that each user is assigned to a
role with particular permissions. Those permissions as defined by each role are regulating the
ability of assigned users to read and/or edit areas and objects in Manager. The user
administering the server permissions can create as many roles as he likes by issuing
permissions to subareas.
By the same token, as permissions are inherited, additional subroles can be created
possessing specific special permissions within a defined role.
Upon installation, the Manager already contains a number of predefined roles that can occur
in typical scenarios.
Self-registration
The Manager enables you automatically to add users to defined roles and organizational
units when registering them.
That means that you do not need to set up users yourself but only define roles and
organizational units. When setting up the latter, you assign them self-defined 4-10 digit
registration codes.
16
08 2012
Basic information
Once you have finished setting up the roles and organizational units you can inform the users
in an e-mail of the availability of the server and send them the registration code they are to
enter.
This code comprises the registration codes both of the organizational unit and the role
together and is separated by a hyphen.
Registration code format:
Organizational unit - Role
If for example you have set up an organizational unit Berlin with registration code 12345
along with users who are to log on to this organizational unit with the roles of author and
learner then you assign the code 1000 to the author role and the code 2000 to the learners'
role. This means that you then send two e-mails to the respective users:

To all authors in Berlin with registration code 12345-1000.

To all learners in Berlin with registration code 12345-2000.
After entering this code, users will automatically be assigned to the organizational unit Berlin
and their individual roles one they have confirmed the inputted data.
Note:
Users can be assigned to a number of roles. All further roles in addition to the role
assigned under self-registration have to be assigned manually at a later date in the
administration system.
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Basic information
References
When working with the objects saved in the Manager and displaying them in the project
explorer's tree structure, attention needs to be paid to their mutual dependence.
Superordinate objects contain information on their subordinate objects and are thus
responsible for their position within the tree structure or else pass on information to them.
These references can be lost or intentionally rejected in some application scenarios.
Basic information
When editing objects in the workarea, a distinction must be made between an object's
internal information and object-related information. An object's internal information is all of an
object's content-related information such as the object parameters displayed in the Object
Editor and the parameters of all macros and elements the object contains. Object-related
information is all external information about the object, e.g. the unique UID of the object or
the reference. The reference in this case represents a superordinate object's information
about its sub-objects.
Saving structural changes
If an object is moved, renamed, re-created or deleted, this change is saved or deleted as
information in the superordinate object. If you have made structural changes, please ensure
the following:
1. After moving within the same level, renaming, deleting or re-creating
Save your changes by selecting the superordinate object and saving it on the server.
2. After moving to another superordinate object
Save your changes by saving both the old and the new superordinate object on the
server.
If you save a newly created object on the server without also saving the superordinate object,
the superordinate object is not given any information about the new sub-object. This object is
then saved in the Unreferenced Entities. If you save the superordinate objects on the server
later on, the unreferenced object is correctly integrated into the data structure.
Deleting objects with sub-objects
When deleting objects with sub-objects, it is possible to only delete the selected object
without deleting its sub-objects. However, because this object contains the structural
information about the sub-objects, the references to the direct sub-objects are consequently
lost. To ensure data consistency and to make it easy to find the objects you keep, they are
saved in the Unreferenced Entities.
Data consistency when working with a multi-author team
Collaboration among multiple authors in a content tree can lead to problems particularly when
several members of the team are allowed to make structural changes. One example is when
Author A deletes a partial string in which Author B has sub-objects that are being edited. If
Author B then saves the edited content on the server, the string or a superordinate object no
longer exists. To prevent canceling the process and any data inconsistency resulting from
overlapping editing steps, the Unreferenced Entities can now be saved on the server, found
again within the Unreferenced Entities and reintegrated into the structure.
Application example for the systematic use of non-transferred references
Project-coordinating roles can reject or stop references from being correctly transferred to
prevent structural intervention starting from a particular structural level or to allow structural
change only through their own actions. The managing role, for instance, can assign individual
sub-strings to the author team for editing/completion and prevent the content edited by the
authors from appearing in a structure that has been already published by not issuing write
access to the superordinate object. The objects are thus saved within the Unreferenced
Entities for the entire creation, editing and quality assurance process. Only once all of the
sub-strings created by the respective authors have successfully passed quality assurance are
they integrated into the structure by the managing role.
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Basic information
Examples for explanatory purposes
The following graphic shows you various examples using a small sample structure. These are
explained below.
1. Small structural change
The structural changes in the two sub-groups of the top group and the content
change to 2) are not relevant in this case. An object only has information about direct
sub-objects but not their further sub-structure.
2. Internal object changes
Content changes are transferred by directly saving the object.
3. Moving objects
If objects are moved within their level, this change in the order has to be saved with
the superordinate object. This object does not have write access in the case
described. In this case, the Producer prompts you for the necessary write access to
move the superordinate object. Confirm the prompt to automatically obtain write
access and move the object as required. To transfer your changes to the server, now
save the superordinate object introduction.
4. Deleting objects
Deleting an object linked to the server is a structural intervention with various
consequences.

If the introduction group is deleted, it can either be deleted with all sub-elements or
individually without deleting the sub-elements. In both cases, the deletion must be
transferred to the server by saving the superordinate object German learning
content. If you want to keep the sub-elements, you can find them in the
Unreferenced Entities.

If the Service order object is deleted, this deletion must be transferred by saving
the introduction object to the server. Until this point, the object appears in the
structural display of the server as a deleted element.
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Basic information

If the introduction object is deleted, no change must be transferred to the server
because these objects have not yet been created on the server (you can tell
because there is no status symbol for write access).
5. Creating and saving objects for the first time
If you have created new objects and want to add them to the server, open the Save
all Objects on the Server function via the context menu of the last superordinate
object which already contains the link to the server In the example shown, this is the
group English contents. If you add the new objects using the context menu of the
introduction group, the objects are saved on the server under Unreferenced Entities.
Attention:
If you edit or create an object in the level below the top group, make sure to only obtain
write access for the top group for as little time as necessary. When you have write access
to the top group, you prevent other authors from loading objects to the server.
Version control
When working with objects in the Manager, intermediate versions of the objects being edited
are saved, depending on the time interval between editing or else as mandated manually.
These are referred to as versions. Especially in regard to the notion of the Added Value
Chain, version control offers you numerous avantages when it comes to the process of
creating and refining your learning content.
For example, all intermediate versions can be restored with their respective changes.
Moreover, content that has already been published can be optimized in a more up to date
version, invisibly to the learners, and published in place of the previous version, once
complete. By the same token, it is possible to "jump" within the various versions, so that in
the event, for example, that an important element is missing in one lesson, it can simply be
copied from an older version into the current version. That means that the author can always
retrieve and use the various editing states in the Added Value Chain process.
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Areas
The following chapters are your introduction to the different areas of the Manager and how
they are structured and function.
Note:
Please bear in mind that as a result of your assigned rights, you will not be able to access
a number of these areas or will only be able to use them with limited functionality. Should
a number of the functions described below be missing in your role-specific work with the
Manager, please contact your administrator.
Workareas
The workarea view is divided into the Project explorer
property sheet editor
on the right-hand side.
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Project explorer
The objects contained within a workarea are displayed in the Project explorer's tree structure.
This is broken down into the following areas and content:

Work area
The topmost entry in the tree structure shows which local and central workarea has
been selected.

Resources
List of all of the resources available in a workarea for organization and editing.

Resource group

Resource

My Unreferenced Entities
The My Unreferenced Entities area is where workarea objects are filed that were
edited by the current user and are not assigned to any base group.

Topmost group (freely definable)
The Topmost group is the basic group with all of the workarea's available learning
content.

Group

Project: Simulation

Modes

Documents

Project: Kontext-Assistent


Book



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Modus
Book page
Master document
Text unit types

General

Task

Concept

Reference

Subsystem

Component

Function

Requirement

Problem

Error
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
Task

Unreferenced Entities
Unreferenced Entities are where workarea objects that are not assigned to any base
group are filed.

Recycle bin
The recycle bin is where deleted objects are filed.
Note:
The scope of the displayed objects depends on your assigned rights and may therefore
vary.
Attention:
For playback of navigation projects it is required to have a local installation of the SAP
Workforce Performance Builder Navigator. If you are starting navigation projects from
project explorer view, it will be necessary to start them using view filtered by tag
published. Read more about using tags for filtering shown objects.
Unreferenced entities
The group Unreferenced Entities
contains all objects whose reference to superordinate
objects has been removed or which has been lost while saving from Producer to Manager.
Find out more about this in the chapter References.
My unreferenced entities
As with the group Unreferenced Entities, the group My Unreferenced Entities
contains all
the objects whose reference to superordinate objects cannot be correctly read or which has
been destroyed. However, in this group you are only shown those Unreferenced Entities you
last edited respectively whose write permission you last possessed. This makes it easier for
you to locate the objects you edited and which are no longer to be located in the tree
structure.
Resources
The Resources
area is where you will find all the necessary workarea files and settings for
creating and playing back learning content. These are broken down into resource groups
each with their own individual resources.
You can use the structure to apply settings for individual resources and exchange resources
when using a central workarea.
Recycle bin
The Trash
is where all the deleted objects are collated. It enables objects to be restored
as well as finally deleted. Separate rights are required to use the recycle bin.
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property sheet editor
The property sheet editor provides you with all the relevant information and options for the
object currently selected in the Project explorer.
The view of the property sheet editor is broken down into the header area
and display
areas of the respective tabs .
Header area
The following options are available to you in the property sheet editor header area:
1. The version display
The version display shows you the current version of the object. If the object comes with the
tag published there will be a note behind the version number to the effect that this object has
been published.
2. The action menu
Next to the version display is the action menu offering you the following options:
Quick publishing
If the object has not yet been published the menu offers you the following publication options:

publish! for quick publication of the current object

publish all objects! for quick publication of the current object including all sub-objects
Quick unpublishing
If the object has been published the menu offers you the following options for non-publication:
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
unpublish! for quick non-publication of the current object

unpublish all objects! for quick non-publication of the current object including all subobjects
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Version/tag management for the current object
The menu item Versions / Tags launches the dialog window for managing versions and tags.
This shows you a list of the versions of the current object already created as well as the tags
assigned in the versions and enables you to display and edit the respective versions and their
assigned tags.

Click on a corresponding list entry or the corresponding link show version to display
the selected version in the property sheet editor and edit it if applicable. In this case
the dialog window closes automatically.

Click on edit tags to launch the dialog for amending the tags. Amend the tag
assignments by selecting the relevant checkboxes in front of the itemized tags. In the
footer area of the dialog box under Further Options you can also apply your change to
all sub-objects and send a message to object observers informing them of the change
you have made.
3. Checkout and return write permission
The button for the Write token enables you to check out or return the Write token. If the Write
token has been assigned, the PC on which it is currently being used will be shown next to this
button.
By clicking on the restore WT button, you can, if you possess the required authorization,
enforce checking out of the write permission.
4. Preview
The preview button appears when you view the properties of a group or book. This button
enables you to launch the library in order to preview the content incorporated within the
group or launch the book with the book pages incorporated within it in the book reader.
5. Delete
By using button Delete you are able to put objects into recycle bin.
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Tab overview
The overview shows you the title and description of the object in question and offers you the
opportunity to edit them. This requires you to possess the write permission for the object in
question. The overview also enables you to hide objects using the Hide radio button. These
are then grayed out in the workarea and are not visible in the learnerview, even if they have
already been fully published.
Editing with the html editor
The html editor allows you to specify the object‟s formatting and to enhance the object by
incorporating links and images. Once you have begun your editing work, click in the text area
for the description and the html editor will appear.
The tool list offers you a variety of formats and enhancement options:
Element
Discription
Set font family
Set text size
Set text to bold
Set text to italic
Underline text
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Remove font settings
Text alignment: Align text to the left,
centered or to the right
List formats: Bulleted list / numbered list
Increase / decrease indent
Insert link / image
Set font color
You can also activate the view directly from the html editor and the plain text view. To do so,
click on the button Text which can be found at the bottom of the editor. From this view, you
can modify predefined HTML formats.
Note: only HTML formats that are created via this toolbar are supported. All other format tags
or Java script will be automatically removed upon saving the file.
.
Tasks tab
The task overview shows you a list of all of the server procedures performed on the object
currently selected. This provides you with a quick overview of which procedure was
performed on the object and by whom. If, for example, the editor in question has commented
on changes that have been made, these comments will also also be displayed in the list.
Entries with a commentary are identified with an arrow icon in the first column. Clicking on the
corresponding entry or arrow icon opens the entry and displays the additional comment.
You have the following options for adding new entries to this list:
By editing the sequence of events
The header area of the overview provides you with all the necessary value fields for editing
the sequence of events. If these have already been edited in early procedures, they will
contain the most recent values. Amending the values will replace the comment button
with
the Save and Cancel
buttons.
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Clicking on Save after committing the changes will display the Save dialog window enabling
you to reassign, change the status of and add a comment. You also have the option of
deactivating automatic notification of all watchers. To do so, deselect the Send mail to
watchers radio button. Click on Save to complete changing the sequence of events.
Find out more by reading the Tasks chapter.
By changing status
Changing the status of an object, e.g. by doing a workflow transition, this change will be
added to the task log. Changing a status doesn't require to hold objects' write token. Read
more within the workflows chapter.
By adding a commentary
The new comment button is available to you for adding a comment to the processes, or
applying an assignment or status change. Write permission is not required to add a comment.
Clicking on the button New Comment will open the dialog window New Comment .
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In the dialog window you will find the text boxes Title and Text for inputting your data.
You also have the option of deactivating automatic notification of all watchers. To do this,
deselect the Send mail to watchers radio button.
Once you have made your entry in both fields, click on the Save button.
Your comment will now appear in the list, the entry in the Title field being displayed under
Event , whereas in similar fashion to the other entries, the comment itself will be displayed
beneath the column values of the current event.
Note:
Ensure the name of the title you enter is clear and concise so that you can quickly assign
your comment.
Courses tab
After launching the Course tab you will receive a list of learners and learning groups to whom
the current object was assigned as learning content.
You can use the Add button
to assign the current object to additional learners and learning
groups or else revoke the assignment in question by clicking on the recycle bin icon
behind the identities. Assigning objects to learners or learning groups does not require
possession of the object-specific write permission.
An Assignment has to be defined by the assignment dialog, which offers you the specific
options for the creation of the assignment. Please read the chapter Course assignment and
display options for a detailed description of the dialog and the available settings.
Note:
Please note that content assigned to learners and learning groups will only be visible if the
published tag has been set against them.
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Item tab
The item overview of all of the sub objects belonging to an object. By clicking on the Show
streams button, you also have the ability to view all the files associated with the object.
You can launch the files directly by clicking on the relevant name. The result of this is that, if
the browser itself cannot display it, the file is offered as a download, which is then opened
with the appropriate associated application within the system.
Exchanging attachments
The ability to exchange attachments allows you to change specific files of server contents
without having to use a Producer, e.g., when you would like to replace a specific graphic
image with another one. How to exchange an attachment:
1. First, click on the button Start editing.
2. From the Attachments tab, click on the button Files.
3. A list of attachments will appear. Click on the link Exchange attachments following the
attachment name that you would like to replace.
4. A dialog field will appear. Click on the button Search... and select the file that should
replace the existing attachment.
5. Lastly, click on Upload to exchange the attachments and to close the dialog box.
Amending displayed objects
The scope of the objects displayed may vary depending on the workarea selected and filter
options applied. Below you will find a description of how you can switch between workareas
and use tags as filters.
Switching workarea
If you are using a number of workareas and want to toggle between them, click on the
expansion button
adjacent to the workareas menu item. This will open a drop-down list
showing you the available workareas and the tags created for them. Clicking on a name will
display the corresponding workarea. If in the drop-down list you select a tag that is assigned
to a workarea, then this workarea will be displayed in filtered form, in accordance with the
tag.
Using tags to filter objects
The workarea objects being displayed can be so as a function of the tags assigned to them.
In the heading area, click on the tag view to display the tags available in the work area in a
drop-down list. Select a tag by clicking on the corresponding name. By doing this, you can
example restrict the objects that are displayed only to objects that have already been
published by selecting the tag:published tag as a filter.
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Moving objects
For rearranging the object tree you are able to use the option to move objects by cursor.
Easy drag & drop enables you to sort your object tree as you like.
1. Click onto the object, which shall be moved. Release the mouse button after clicking.
2. Click again onto the object, now with leaving the mouse button pressed.
3. Move the object towards the new position. While dragging a small arrow symbol
appears beside the cursor showing you where you are able to drop the object. If the
symbol changes into a warning symbol it shows you that there is no possibility to
drop the object you are moving.
Note:
Note, that you have to own write permission for the object you want to move. Furthermore
you have to own the write permission for the superior object where to move to.
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Creating new Objects
The Manager allows you to create objects directly within the Project Explorer view without
having to use the Producer to create any new structures within a workarea. The newly
created objects are empty, which means that the author is responsible for providing the
content. They serve as a framework to accurately guide you in your initial preparation work
for the workarea's structure and also allow you to access and modify the structure of the
object during the content creation process.
In addition, after having generated a bookpage, with the help of the bookpage editor, you can
make edits directly in your browser and add content as desired.
The following objects can be created:

Group

Project (without indicating the project type)

Book

Book Page

New file content (via uploading)
The following file extensions are supported when uploading files:
Documents: doc, docx, dot, dotx, pdf, rtf, html, ppt, pptx, pot, potx, xls, xlsx
Project content: js, dnt
Images: bmp, gif, png, jpg, jpeg, tif, tiff
Audio: wav, mp3, wma
Video: avi, mov, wmv, swf, rm, mpg, mpeg
To create a new object, proceed as follows:
1. Select an existing object to which the new object should be added as a direct subobject. NOTE: sub-objects cannot be created for project or book page objects.
2. Click on the button Start editing in order to receive the writing token for the
corresponding object.
3. After obtaining the writing token for the object, the button New… will appear. Click on
New… to open the selection menu for new objects.
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4. Select the type of object that you would like to create.
5. A dialog field will then appear so that you can name the object. Enter a name and
click on OK. If you would like to upload a file, enter a name for the file to be uploaded
in the text field Title, then click on the button Browse... in order to find and select the
desired file. Click on Upload to upload the file.
6. The new object has now been created and is ready to be used, e.g., it can now be
assigned to an author.
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Administration
The Administration menu item provides you with a drop-down list allowing you to access all
the Manager's administrative areas.
This is then followed by a description of the administration areas in question. Please note that
as a result of the rights assigned to your role you may not have access to a number of these
administration areas or else may only be able to read them, but not edit them. The drop-down
list will only provide you with the administration areas which are defined in your rights as
being visible.
Users
The user view enables you to set up new users and manage user profiles.
The view is broken down into the three areas described below:
Quick addition
The input fields in the quick add area enable you to create a user profile by supplying the
most important data without having to launch and edit the entire input screen.
Proceed as follows:
In the Selection area, select the appropriate organizational unit to which the user is to be
assigned
1. Enter the values of the new user you wish to add in the input fields.
Note:
Entering data in the Auth-Name input field is imperative if the user profile
is to be set up successfully.
2. Confirm the data you have entered by clicking on the Add button or pressing the
Return key.
Note:
In order to be able to send newly created users an e-mail confirming their user data, the
user creating the new accounts must have an e-mail address entered in his user data.
This address is then specified as the sender.
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Selection
The Selection area provides you with the tree view of the organizational units so that you can
assign your user profiles to the relevant organizational units. Select one of the organizational
units displayed to view the assigned users.
If you select the organizational unit root you will be shown all the users.
User list
The user list lists all the available users as a function of the organizational unit selected. You
can apply additional filters to the list of users displayed. To assist you, you have the text
search in the input field Search : and the activated and deactivated users filter respectively in
the drop-down list active : at your disposal.
Detailed information on a user appears in the Details area, situated beneath the list view,
when placing the cursor above the corresponding list entry.
You also have buttons for advanced editing of the user profiles available to you above the
Details area.
In order to deactivate or activate a single or a number of user profiles, click on the
appropriate button once you have selected the corresponding list entries. To select all users,
check the checkbox in the header.
Edit user
The pop-up input screen Edit User is launched by clicking on a list entry or the corresponding
edit link of a list entry. It will also appear after clicking on the New... button, allowing a new
user profile to be added.
The following values are available to you:
Value
Description
Auth-Name
The name used by the user in the login
process.
Last name
The user's last name.
First name
The user's first name.
Middle names
In the event of multiple first names, the
name following the first forename.
E-Mail
The user's e-mail address. In the absence of
this information, this user will be unable to
receive any automated e-mail notifications.
Phone
The user's telephone number
Interface language
Determines the language in which the
Manager interface is displayed to the user.
Changes will only be visible when you
reload the page.
active
Determines whether the user login is
activated or blocked. Available statuses are:
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
Active (selected)

Inactive (not selected)
Password
The password the user requires to log in.
Password
Security check to ensure that the password
provided has been spelt correctly.
Attention:
If no e-mail address has been provided, users will be unable to receive automated e-mails.
By the same token, a user who does not have an e-mail address cannot send automated
e-mails, for example when creating new users.
Organizational units
The Organizational Units area enables you accurately to represent your organizational
structure and thus clearly to assign your organization's members to locations, departments
and task areas.
This makes it easier for you to categorize roles and the learning content allocated to them, for
example. The overview of organizational units and their members can be imported from an
LDAP server.
Read more about importing data records in the chapter entitled Server import.
Creating new organizational units
You have the quick add and Add resources available to you via the dialog box for creating a
new organizational unit. Please ensure that the organizational unit you have selected in the
Selection area of the displayed tree structure is the one which is to be placed above the new
organizational unit.
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Quick addition
1. Under quick add , in the input field Name enter the desired name for the new
organizational unit to be created.
2. As an option, enter a 4-10 digit registration code for the organizational unit for selfregistration. Find out more in the chapter Self-registration.
3. Click on Add .
4. The Selection will then be updated and your newly created organizational unit
displayed.
Adding using a dialog box
1. Click on the New... button below the Properties area to launch the Edit
Organizational Unit dialog box.
2. Enter the desired name for the new organizational unit to be created in the input field
Name .
3. As an option, enter in the Registration-Code input field a 4-10 digit registration code
for the organizational unit for self-registration. Find out more in the chapter
Selfregistration.
4. Click on Save.
Moving organizational units
The organizational unit overview allows you to move organizational units, roles or users
within the structure. To move an element within the tree structure, select on or more elements
that you would like to move in the list view on the right-hand side. Select the checkboxes to
select the elements of interest. Selecting one or a number of elements activates the move to
OU... button to the right and below the list view. Click on the button once you have selected
all the elements to be moved.
This will open a dialog window displaying the organizational unit tree structure. Expand the
tree structure until you reach the element into which you would like to move your selection
and activate the element. Click on the Save button to move your selection there.
Deleting organizational units
To delete an organizational unit, select it in the tree structure of the Selection field and click
on the Properties button beneath the Delete field. A dialog box will appear in which you have
to confirm deletion of the entry by clicking on the Delete button. The selected organizational
unit will then be deleted.
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Roles
The Roles area enables you to create and manage the user roles you individually require.
Use the organizational units' outline view to create or edit a role in a specific level or
organizational unit.
Predefined roles
Installation of the Manager is accompanied by a number of predefined roles. These are
broken down as follows:
Role
Description
Administrators
The "Administrators" role allows all areas of
the Manager to be edited without restriction.
Guests
Same as the "Learners“ role Guests are
permitted to inspect the Learner view , but
not to edit the personal settings area
Learners
The "Learners“ role is permitted to inspect
the Learner view and the personal settings
area.
Master Authors
The "Master Authors" role provides an
advanced author role, which is also allowed
to inspect the Learning Reporter and is
permitted to perform advanced
administrative tasks for maintaining the
workarea.
Report Viewers
The "Report Viewers" role is restricted to
inspecting the Learning Reporter and is not
shown any further menu items.
Reviewers
The "Reviewers" role can inspect all areas
relevant to the creation process but is not
allowed to edit them. It is only permitted to
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create/edit object related tasks.
Standard Authors
The "Standard Authors" role possesses all
the necessary rights for creating and editing
objects in the workarea but is cannot
authorize administrative maintenance of the
workarea.
Creating roles
There are two options available to you for creating new roles:
Quick add
1. Select the organizational unit in which you would like to create your role.
2. Enter a name for the role in the input fieldName : in point quick add .
3. As an option, enter a 4-10 digit registration code for the role for self-registration. Find
out more in the chapter Self-registration.
4. Click on the Add button.
Creating using the role overview menu
1. Select the organizational unit in which you would like to create your role.
2. Click on the New... button below the role overview.
3. Enter in the Name field: the name of the role.
4. As an option, enter a 4-10 digit registration code for the role for self-registration. Find
out more in the chapter Self-registration.
5. Deselect the active checkbox: if the newly created role is not initially to be activated.
6. Click on Save .
In either case, once you have completed the necessary steps, you will see the role you have
created as a new entry in the role overview.
You can now Add users to this role.
Adding to a role
The assignment overview located below the role overview allows you to see to which users
the currently displayed role is assigned. Moreover, you can add users to the role or delete
their membership of the role.
1. Select the role to be edited in the role overview. There will now appear in the
assignment overview all the users and user groups to whom the selected role was
assigned.
2. Click on the Add... button located below the assignment overview.
In the dialog window that appears, you will now see on the left-hand side the tree
view of the organizational units and on the right-hand side the tree view of the users
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and user groups subordinated to the organizational unit currently selected. Select the
objects in the right-hand view to which you would like to assign the role.
Tip:
To select a number of objects simultaneously, keep the CTRL key
depressed while selecting the objects.
3. Click on the Save button.
The newly added assignments will now appear in the assignment overview.
Deleting a role
To delete a role assignment, please perform the following steps:
1. Select the role to be edited in the role overview. There will now appear in the
assignment overview all the users and user groups to whom the selected role was
assigned.
2. In the assignment overview, enable the checkbox in front of those assignments you
would like to delete. Alternatively you can check the checkbox in headers row of
assignment view to remove all assigned items.
3. Click on the Remove button below the assignment overview.
Activation / Deactivation of roles
You have the option to decativate roles individual or global. To do so, check checkbox in front
of corresponding roles and click Deactivate or respectively Activate . Alternatively you can
check all roles by checking the checkbox in list header.
Rights management
Rights management is the central tool of the Manager's role-based environment. The
parameters appearing in the following table are available to you to enable you to differentiate
the specification of the various roles. Use the checkboxes to activate and deactivate the
desired parameters. Alternatively you can use the checkbox in the header line to select or
deselect all parameters. Confirm your assignment by clicking on the Save button.
Note:
If you do not assign any rights to a role, this role will be able to login, but not to view any
content.
Name
Description
Edit course assignments
The user is permitted to assign objects to
learners, rescind assignments or extend
them.
View course assignments
The user is permitted to view assignments
but not change them.
Comment Content
The user is permitted to add comments to
content, both in the Manager and in the
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Producer.
Delete Content
The user is permitted to place objects in the
recycle bin.
To do so he must possess the write right for
the object in question.
Edit Content
The user is permitted to
- receive/issue a write permission
- save changes to content
- change the sequence of events
View Content
The user is permitted to see the contents
tree.
Edit Content Workflows
The user is permitted to change the
sequence of content.
(De)Activate Roles
The user is permitted to deactivate roles.
Delete Roles
The user is permitted to delete roles.
Edit Roles
The user is permitted to create and assign
roles as well as delete assignments.
View Roles
The user is permitted to view the role
summary.
Author View
This entitlement is essential to enable the
user to view those areas required for
managing and editing content and
administrative tasks.
Delete Milestones
The user is permitted to delete milestones.
Edit Milestones
The user is permitted to amend milestone
specifications.
View Milestones
The user is permitted to view the milestone
summary.
Create Organizational Units
The user is permitted to add organizational
units.
Delete Organizational Units
The user is permitted to delete
organizational units.
Edit Organizational Units
The use is permitted to amend
organizational units and/or their structural
position.
View Organizational Units
The user is permitted to view the
organizational unit milestone summary.
Edit Permissions
The user is permitted to edit access rights.
View Permissions
The user is permitted to view the rights
management.
Delete Priorities
The user is permitted to delete priorities.
Edit Priorities
The user is permitted to amend priority
specifications.
View Priorities
The user is permitted to view the priority
summary.
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Learning Reporter
The user is able to view results in the
learning reporter.
Comment Resources
The user is permitted to add comments to
resources.
Delete Resources
The user is permitted to delete resources.
Edit Resources
The user is permitted to

receive/issue a write permission

save changes to resources

change the sequence of events
View Resources
The user sees the resources in the object
tree.
Edit Resource Workflows
The user is permitted to edit the resource
sequence.
Restore Write Token
The user is permitted to return a write
permission to the Manager even if he does
not personally possess this permission.
Edit Server Settings
The user is permitted to see and edit the
server settings. The authorization should
only be set up for administrators.
Delete Status
The user is permitted to remove status from
the status summary.
Edit Status
The user is permitted to edit status in the
status summary.
View Status
The user is permitted to view the status
summary.
Create Tags
The user is permitted to create new tags
both in the Manager and in the Producer.
Delete Tags
The user is permitted to delete tags both in
the Manager and in the Producer.
Edit Tags
The user is permitted to edit tags.
Publish contents
The user is permitted to publish contents (no
resources).
Publish resources
The user is permitted to publish resources.
Set Tags
The user is permitted to set tags. The
exception to this is the special tag
published.
Edit Tasks
The user is permitted to save changes to
tasks.
View Tasks
The user is permitted to view the task list.
Delete Content from trash
The user is permitted to delete content
permanently from the recycle bin.
Delete Resources from trash
The user is permitted to delete resources
permanently from the recycle bin.
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Delete Types
The user is permitted to delete types in the
types summary.
Edit Types
The user is permitted to delete types in the
types summary.
View Types
The user is permitted to view the types
summary.
Create Users
The user is permitted to create new users in
the user list.
(De)Activate Users
The user is permitted to deactivate users.
Delete Users
The user is permitted to deactivate users in
the user list.
Edit Users
The user is permitted to edit user profiles.
Edit User Loginname
The user is permitted to change the profile
entry login name:.
View Users
The user is permitted to view user profiles.
View Userlist
The user is permitted to view the user list.
Create workareas
The user is permitted to create new
workareas.
(De)Activate workareas
The user is permitted to deactivate
workareas.
Delete workareas
The user is permitted to delete workareas.
Edit workareas
The user is permitted to amend workareas.
Delete Tasks
The user is permitted to delete tasks from
the task list.
Learner View
This authorization is absolutely necessary
so that the user can see the learnerview in
the GUI.
Super Admin
The authorization is required in order for the
administrative menu items relating to sever
settings, installation and import and to be
seen. The installation password is still
required to access these areas.
workarea Manager
This authorization is required to make the
menu item workareas visible to the
workarea view.
Edit own information
User is allowed to change its own user
settings.
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Registrationscodes
The registration code summary table shows you the various registration codes arising from
the combination of codes issued for roles and organizational units. Copy the code in question
and send it for self registration purposes to the users who are to be automatically assigned to
the corresponding role and organizational unit once they have registered. Find out more
about this in the chapter Self-registration.
Broadcast
Broadcast assists you to send one e-mail to a collection of various identities as registered
with a valid mail address in your Manager. This enables you to provide common information
like upcoming maintenance operations, structural changes or user instructions to all user or
specified user groups.
You can create Broadcasts in administration menu using menu item Broadcast.
To create and send a Broadcast message please follow these steps:
1. Select recipient
Click button Edit next to field To*. The dialog for selection of identities appears.
Expand the identity tree and select your recipients. Pressing CTRL-Key while
selection enables you to do multiple selection. Alternatively you can search identities
by using the Filter. Just enter string or substring to match username, name or
surname of an identity and press Search.
Confirm your selection by clicking the button Select. Selected identities will be listed
now in field To*.
2. Create Broadcast
Fill out fields Subject and Body* as desired. Please note that a Broadcast doesn't
support html code, but text only.
3. Send Broadcast
After fill out of obligatory fields (*) you can send the Broadcast by pressing the button
Send. To receive a copy of send mail, please check the checkbox Send me this mail
before sending.
Email validation
Email addresses organized by the same domain of which the Manager is member of will be
validated before sending and announced as invalid if validation returns error.
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Status
The status overview allows you to create statuses according to the criteria you require which
can be used when working jointly on the content. Following installation, the Manager
provides you with a number of statuses by way of illustration.
The following options are available to you for editing statuses:
Quick addition
The input field enables you to set up a status quickly. Enter the desired name and click on
theAdd button. The new status will be added to the list.
Adding a status
By clicking on theNew... button you can launch the Edit Status popup and input the values for
a new status that you wish to create. For more information on this subject, read the field
descriptions in the following section Editing a status.
Editing a status
By clicking on the Change... button you can launch the Edit Status pop-up and change the
values described below. Alternatively, the pop-up can also be launched by double clicking on
the relevant list entry.

Name
The name field contains the name of the status in question. Ensure that you use
names that are as clear and self-explanatory as possible so as to avoid irritating
users at a later date.

Sequence
The Order values field contains a numerical value which determines the point at
which the status will appear in the full status list. This enables you to depict the status
menu exactly in accordance with the example of the planned approach.

Active
Checkboxes can be used to deactivate statuses. They can then no longer be
assigned. They will however also be hidden in tasks in which they have already been
used.
Deleting statuses
To delete a status, click on the recycle bin icon. A dialog box will appear in which you have to
confirm deletion by clicking on the Delete button. Alternatively, you can use the checkboxes
to select one or a number of statuses and remove these from the list using the Delete button.
Workflows
Using defined workflows will make your work processes more efficient and error-free. They
are particularly beneficial when multiple roles are involved in content creation and object life
cycles. You can use the workflows to specify exactly which role is permitted to make which
status changes, and at which time.
The basis for using defined workflows are statuses according to your project requirements.
Those should represent all the sections of your content creation.
Tip:
The more detailed you plan and create the statuses to be used for your project
requirements, the easier it will be to define workflows. This will create the foundation for
your workflows for creating and editing learning content.
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The effects of defined workflows
Every workarea can be linked to a standard workflow. This workflow will act as a default
parameter for all the tasks in the workarea. The tasks in this workarea can use other defined
workflows individually, but when there is no alternative requirement specified, it will use the
predefined standard workflow.
Tip:
If you would not like to use a defined workflow, you can set the default workflow for the
workarea to empty. This will still allow you to use defined workflows for individual tasks.
Displaying Workflows
Defining status transitions will make the step from one status to the next clear and easy to
follow. You can name each status transition. The name will appear in the task display,
thereby creating a logical chain that can be easily followed. If there are more than three
status transitions available in the current status, a selection list will appear, otherwise the
names of the status transitions will appear as direct links.
To better understand how workflows can be used, read the Example of use.
Initial Actions
The following actions are used to create a workflow. To better understand the purpose and
structure of workflows, read the Example of use.
Creating a workflow
1. Go to the workflow overview (Administration > Workflows).
2. Under Quick Add , enter a name (required) and if desired, a description for your new
workflow, then click on Add.
Adding steps to a workflow
1. Select a status from the selection list Status.
2. Click on Add.
Adding status transitions
Using status transitions will help you define which status is offered to follow after the current
status and which user is permitted to execute status changes. You can define multiple status
transitions. The number of transitions per status is limited by the number of the statuses
available.
1. From the respective status list entry, click on the action link Add transition.
2. A dialog box will appear. Enter the values for the status transition here.
Note:
In order to be able to define the Destination of a status transition, at least 2
statuses have to be included as workflow steps.
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Parameter
Description
Name
Name of the status transition (required)
Description
A brief description for more clarity, e.g.,
specifying the goal of the status transition
(optional)
Destination
Defines which other status in the current
workflow acts as the destination of this
status transition (required)
Permissions
Defines which identities are permitted to
execute this status transition (required)
Watcher
Identities who shall receive an email
notification when this status transition is
executed
Watcher
Watchers of status transitions are notified when a status transition is executed, independent
of the object and task. Object and task-based Watchers are not affected by this. They will
continue to be notified of the respective changes to an object or a task. This can lead to
multiple notifications when the user is defined as a Watcher for status transitions as well as
for objects and/or the respective task.
Defining the starting point for a workflow
In order to be able to use a workflow, an initial status (starting point) must be defined from
which the workflow can be changed to other statuses. Workflows without a defined start
status will not be displayed in the workarea for selection.
From the workflow steps view, click on the action link Set as starting point in order to define
the respective status as such.
Additional actions
Additional actions are available for editing, cloning, deactivating and deleting workflows. For
the most part, these are displayed in the overview section of your workflows in the last
column as action links.
Deactivating a workflow
1. From the workflows overview, click on the action link Edit next to the respective
workflow.
2. Deactivate the option field Active.
3. Click on OK to save your changes and close the dialog box.
Cloning a workflow
1. From the workflows overview, click on the action link Clone next to the respective
workflow.
2. A dialog box will appear. Make the necessary adjustments to the fields Name*
(required) and Description.
3. Click on OK to save your changes and close the dialog box.
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Deleting a workflow
1. From the workflows overview, click on the action link Delete next to the respective
workflow.
2. Confirm with Yes to delete the workflow and close the dialog box.
Example of use
Creating and using workflows is not as complicated as it may seem. Workflows are extremely
useful for giving your work processes more structure and transparency throughout the
content life cycle. The most important factors lie in the statuses that you define in accordance
with your project needs.
The following example will illustrate how this works.
Defined roles:

Expert (SME)

Standard Author

Project manager (Master Author)

Reviewer
Defined statuses in the sample workflow (defined as default for the workarea):

Object created (starting point)

Assigned

In progress

Requires QA

QA failed

In QA

QA passed successfully

Published
Workflow planning:
The workflow to be created shall depict the following responsibilities/sub-tasks:
1. The expert records the process.
2. The standard author edits the recorded content and makes any additions if needed.
3. The reviewer checks the content and approves of the content.
4. The project manager assigns the tasks and publishes the approved content, and can
also access any content that contains errors for further changes.
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An example of a defined workflow:
Roles
Expert
Permitted status transitions
-
Standard author

Object created > Assigned

Assigned > In progress

In progress > Requires QA

QA failed > In QA

In QA > Requires QA

Requires QA > QA failed

Requires QA > QA passed
successfully

Object created > Assigned

QA failed > In QA

In QA > Requires QA

QA passed successfully > Published
Reviewer
Project manager (master author)
Here is a detailed look at the defined workflow:
1. The expert records the content and uploads it to the Manager. The object
automatically gets the Start Status for the workarea's default workflow: Object
created.
This role is not authorized to carry out any further status changes.
2. Next, the recorded content is allocated to an author. To do so, the status transition
Object created > Assigned is needed. This status transition may be executed by the
roles Master Author (allocates) and Standard Author (takes it independently).
3. Starting with the editing work on the recorded content, the Standard Author executes
the status transition that has been allocated only to his role: Assigned > In progress.
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4. Once the Standard Author has completed editing the content, he sets the status
transition to In progress > Requires QA. This will automatically send a notification to
the Reviewer and Master Author to inform them that editing step has been
completed.
5. The Reviewer verifies the content.
1. QA failed
1. When the QA fails, the Reviewer activates the status transition Requires QA
> QA failed. The Standard Author is then automatically notified.
2. The Standard Author corrects the errors and once again releases the content
with the status transition In progress > Requires QA . This will automatically
send the Reviewer a notification.
2. QA passed successfully
1. The Reviewer now sets the status transition to Requires QA > QA passed
successfully. The Master Author is automatically notified of the successful
QA.
6. The Master Author publishes the content and sets the status transition to QA passed
successfully > Published. Here, other Master Authors, for example, or even learners
can be automatically notified of newly published content.
Distributing workflows
Once you created one or more workflows which are perfectly fitting in your process of content
creation you may want to distribute this workflows to other existing instances of Manager. To
do so, the Manager provides you with the interchange of workflows by exporting and
importing workflows in XML file format.
Export of workflows
To export a single workflow please follow these steps:
1. Move your cursor on the respective list entry. Within the last column of the list entry
additional action links will appear now.
2. Click on action link Export XML
.
3. A new page providing the download message will open. Usually the browser asks
you directly to download the generated xml file. If not so, you can start the download
manually by clicking the download link inside of the new page.
4. Choose your browser action to be done with provided download and click OK.
To export all workflows in once please follow these steps:
1. Click on the button Export all as XML
the list of workflows.
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which is to be find at the bottom right below
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2. A new page providing the download message will open. Usually the browser asks
you directly to download the generated xml file. If not so, you can start the download
manually by clicking the download link inside of the new page.
3. Choose your browser action to be done with provided download and click OK.
Import of workflows
To import a XML file providing exported workflows please follow these steps:
1. Click on the button Import XML...
list of workflows.
which is to be find at the bottom right below the
2. In dialog File Upload enter path to XML file or click Browse... to open file explorer for
file selection and select specific XML file.
3. Having provided path to file please click Upload to begin upload process.
What happens while importing workflows?
Since workflows are based on server specific statuses and identities it may happen that the
importing Manager doesn't have the same parameters available. While importing XML based
workflows the import mechanism does lookups for availability of statuses and identities and
handles them as provided by table below.
Scenario
Handling action
Statuses, as necessary for workflow, don't
exist within the importing server
Missing statuses are created automatically
Same status exists already but is named
differently (e.g. from a previous import)
Since the status already exists it won't be
changed but used instead for the imported
workflow
Identities don't exist within importing server
Relations to unknown identities will be
discarded - watchers and permissions have
to be reset manually
Note:
Statuses are addressed internally by a unique id. As a result it may happen that status
with same name like already existing are created while import.
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Types
The type overview allows you to create types according to the criteria you require, which can
be used when working jointly on the content. Types are beneficial when you need to indicate
the nature of a task. For example, debugging tasks can be labelled as Bugs and content
improvement tasks as Improvement.
Filtering by a specific type can be used in subsequent work to display the task list itemized
according to precisely defined criteria.
The following options are available to you for editing types:
Quick addition
The input field enables you to set up a type quickly. Enter the desired name and a
description, if so required, and click on theAdd button. The new type will be added to the list.
Adding a type
By clicking on theNew... button you can launch the Edit Type pop-up and input the values for
a new type that you wish to create. For more information on this subject, read the field
descriptions in the following section Editing a type.
Editing a type
By clicking on the Change... button you can launch the Edit type pop-up and change the
values described below. Alternatively, the pop-up can also be launched by double clicking on
the relevant list entry.

Name
The name field contains the name of the types in question. Ensure that you use
names that are as clear and self-explanatory as possible so as to avoid irritating
users at a later date.

Description
The description field can be used to declare the various types more accurately and
thus avoid potential assignment errors.
Deleting types
To delete a type, click on the recycle bin icon. A dialog box will appear in which you have to
confirm deletion by clicking on the Delete button. Alternatively, you can use the checkboxes
to select one or a number of types and remove these from the list using the Delete button.
Priorities
The priorities overview enables you to define different priority weightings and thus classify
tasks according to their priority.
The following options are available to you for editing priorities:
Quick addition
The input fields enable you quickly to create a new priority. Enter in the Name field: the
desired name, in the Weighting field: the desired weighting and, as an option, in the
Description field: a brief explanation and click on the Add button . The new priority is added to
the list.
Adding a priority
By clicking on theNew... button you can launch the Edit Priority pop-up and input the values
for a new priority that you wish to create. For more information on this subject, read the field
descriptions in the following section Editing priorities.
Editing a priority
By clicking on the Change... button you can launch the Edit Priority pop-up and change the
values described below. Alternatively, the pop-up can also be launched by double clicking on
the relevant list entry.
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
Name
The name field contains the name of the priority in question. Ensure when assigning
a name that you classify the different priorities in a way that is simple and easy to
understand.

Description
The description can be used to define the various priorities more precisely. This is
useful, for example, if you are using very finely nuanced priorities.

Weighting
You can use weighting to determine the value of the priority in question. Depending
on how the priority in question is graded, enter a numerical value between 1 (lowest)
and 100 (highest) to determine the weighting.
Deleting priorities
To delete a priority, click on the recycle bin icon of the list entry in question. A dialog box will
appear in which you have to confirm deletion by clicking on the Delete button. Alternatively,
you can use the checkboxes to select one or a number of priorities and remove these from
the list using the Delete button.
Milestones
The milestone overview enables you to define sub or intermediate objectives for managing
your projects, so-called milestones.
Quick addition
The input fields under item quick add enable you quickly to create a new milestone. Enter in
the Name field: the desired name and in the Weighting field: the description of the event.
Adding a milestone
By clicking on the New... button you can launch the Edit Milestone pop-up and enter the
values for a new milestone you wish to create. For more information on this subject, read the
field descriptions in the following section Editing a milestone.
Editing a milestone
By clicking on the Change... button you can launch the Edit Milestone pop-up and change the
values described below. Alternatively, the pop-up can also be launched by double clicking on
the relevant list entry.

Name
The name field contains the milestone name. Ensure when assigning a name that
you describe the event in a way that is simple and easy to understand.

Description
You can use the description to define the milestone's objectives more precisely.

Target date
This is where you can define the milestone's target date.

Active
Checkboxes can be used to deactivate milestones. They can then no longer be
assigned. They will however also be hidden in tasks in which they have already been
used.
Deleting milestones
To delete a milestone, click on the recycle bin icon. A dialog box will appear in which you
have to confirm deletion by clicking on the Delete button. Alternatively, you can use the
checkboxes to select one or a number of milestones and remove them from the list using the
Delete button.
If the milestone is to continue being used in tasks, you will be shown a dialog box relating to
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the use and number of linked tasks. Navigate to the task overview and delete the
corresponding milestone from the linked tasks so that you can delete it from the list of
milestones.
Workareas / tags
In the workarea and tags overview you can define different workareas on the Manager and
give them the tags they respectively require. Working with a number of workareas is
advantageous in order to separate learning content topics, for example. The following editing
opportunities are open to you:
Adding a workarea
1. In the quick add area, enter a name and an ID in the appropriate text fields to add a
new workarea.
2. Confirm the data entry using the Add button or the Return key.
Actions for a workarea
The column Actions (WA) enables you to deactivate or delete the relevant workarea. Position
the cursor over the action area of the relevant workarea to view possible alternative actions in
addition to the standard action deactivate WA . Select the action to be set in train by clicking
on the relevant action link. You must confirm the deletion of a workarea in an additional
security request. Following confirmation the workarea is permanently deleted.
Adding a tag
1. In the column Tags click on the link add Tag .
2. In the dialog window Add Tag enter a name for the tag and a brief description.
3. Click on button Add to confirm.
Actions for tags
The column Actions (Tags) enables you to edit or delete tags. Position the cursor over the
action area of the relevant tag to view possible alternative actions in addition to the standard
action edit Tag . Select the action to be set in train by clicking on the relevant action link.
Scheduler
The Scheduler provides you with an overview of all tasks you created that are carried out
automatically. This makes it possible for you to maintain an overview of and manage your
subscribed tasks. You can carry out the following actions using the action links in the last
column of the table overview:
54

Reschedule
Opens the Scheduler dialog box with the saved entries.
Edit the values for the time interval after which the task should be carried out or the
time. Apply your changes by clicking on the OK button. Click on Cancel to reject your
changes.

Delete
Deletes the respective task. The automatic action linked to this task is then no longer
carried out.
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Assignments
The assignment overview allows you to manage the learners' available content assignments
which you created for the particular objects in the Course tab of the object editor. Therefore,
there is no need to look for existing assignments in order to edit them accordingly.
Furthermore, you can apply existing assignments to other objects by means of the newly
created assignment dialogue, e.g. to quickly increase the amount of learning material after
the contents have been expanded.
Read the subchapters to learn more about the options of the assignment editor.
Managing the assignments
Assignments are managed by means of the assignment dialogue. Basically, a difference is
made whether a new assignment is created or an existing one is edited.
1. Open the assignment dialogue by clicking the New... button in order to create a new
assignment.
2. Open the assignment dialogue by clicking the link edit in the last column of the
particular entry in order to edit an assignment.
After clicking on the button/link the assignment dialogue appears. Depending on where you
clicked the default settings are provided
or it contains already available data of the
particular assignment .
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Essential information to create an assignment
To create a valid assignment the following information is mandatory:

Title

Selected entity

Selected identity
Only after these parameters have been established the assignment can be saved.
Changing information within an assignment
Assignments can be edited anytime. In order to do so, open the assignment dialogue by
clicking on the link of the particular assignment and change the information by clicking on the
link change .
Note:
Please note that content assigned to learners and learning groups will only be visible if the
published tag has been set against them.
Optional assignment information
For a detailed display of the optional assignment parameters please read the chapter on
course assignment and display options.
Assignment of non published objects
Assignments, which haven't been published yet, are marked red in the list.
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Course assignment and display options
Assigning courses, the Manager enables you to take influence on design and display options
of courses within the learnerview.
Note:
Options in dialog Edit Assigned Content only take influence on representation of courses
in learnerview. They will not take explicit influence on tracking data shown in Learning
Reporter .
As following you will find descriptions of the options in options area and their effect on
learnerview.
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Display as
Determines, if only current object or even ancillary objects will be displayed. Following
options are available:
1. Object only - only current object will be displayed
2. Object and direct sub objects - current object will be displayed with ancillary objects
of first sublevel
3. Object and sub objects (2 levels) - current object will be displayed with ancillary
objects of two sublevels
4. Object and sub objects - current object will be displayed with all ancillary objects
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Scoring Method
Determines, if and how the progress will be displayed in list. Following options are available:
1. No Scoring - no progress will be displayed
2. Percent Completed - progress will be displayed by a graphical progress bar
3. Usage Counter - like in a ranking system, all requests of all users will be displayed
Lesson Types
Determines, which types of lessons will be displayed or hided. Click on accordant lesson
symbol to hide (symbol will be shown as strike through) or unhide (no strike through) this type
in learnerview.
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Weight
Using the Weight option enables you to influence the order of courses shown in learnerview.
Enter a numerical value from 1 (for top) to 500 (for last). If more than one course is weighted
with, for example, a "1", all of those will be grouped above next numerical value (for example
"2").
Allow status view
Determines, if the user is allowed to switch from standard view
to status view
.
Allow search
Determines, if current courses contents will be displayed in search results. If checkbox is
disabled, contents won't be shown in search results.
Show description
Determines, if the description of the course will be shown or not.
Date Range
Determines a time range, in which the assignment should be available. Out of range the
assignment won't be visible in learnerview.
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Color
Determines the color, by which the course will be displayed in learnerview. Input has to be an
hexadecimal value.
Learning path
Learning paths guide your learners through the course exactly the way you want them to
process for didactic purposes. Only once the learners have completed a certain percentage
of the lesson content (that has been preset) they can proceed with the next content. You can
also configure the content to only appear when it is made accessible to them.
Creating learning paths
Learning paths are defined under the course properties. The following settings can be
configured (some of which are required for using learning paths):
Parameter
Display as
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Description
In order to depict a learning path, at least 2
levels must be displayed in the learner view.
The following options can be used for this
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parameter:

Object and direct sub objects

Object and sub objects (2 levels)

Object and sub objects
Scoring Method
Since the course progress is regulated by
the percentage of content that has been
completed, the option Percent completed
must be selected.
Learning Path Mode
This will set the appearance of the learning
path. The following options are available:
Learning Path - Minimum Completion (%)

off - no learning path will be
displayed

show only available - only the
learning content that the learner has
already completed or that is currently
being processed will be displayed.
The following learning content will
only be displayed/available after
having completed the current
learning content.

show all - all the learning content will
be displayed. However, only already
finished learning content and
learning content that is currently
being processed can be started.
Define the minimum value for the
percentage of learning content that needs to
be completed (in %) in order for the next
learning content to be displayed and
accessible to the learner.
Export of assignment list
The assignment editor offers you the opportunity to export the list of assignments in Excel
format, e.g. to save specific states or to send an updated overview to persons who are not
registered in the user list. Click on the XLS Export button above the list in order to do so. As a
result an Excel file is generated and offered for download.
The list in Excel format contains additional information on the particular assignment, e.g. the
VAT number of an object associated with a particular assignment. This offers you the
opportunity to find them in case they were renamed or moved to another position in the
structure of Producer.
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Server settings
The server settings enable you to apply different default options in the way the server deals
with data records. The version number of the Manager currently in use is also displayed to
you in the header area. Please read ancillary chapters for description of each settings
subcategory.
Note:
Changes within the server settings have to be confirmed by clicking the Save button right
below the settings display area.
Versioning
Here you can define the parameters for versioning objects as desired. The following table
gives you an overview of the available settings and their effects:
Setting
Description
Timeout for new version at commit (min)
Specifies the time during which an object
(after having already been generated in a
new version), can be edited without forcing
a new version to be created. The input value
is expressed in minutes (min). The
maximum permitted number of digits is 50.
Force new version increment
A new version should always be created
when an object is changed.
Force new version at return of token
Returning write token of an object, the
creation of a new version will be forced.
Notification
Here you can define the parameters for notifications made by watchers when they report on
events or actions that have been successfully carried out. The following table gives you an
overview of the available settings and their effects:
Setting
Description
Notification at activation
Watchers are notified by email when an
object that has been placed in the recycle
bin has been reactivated.
Notification at assignment
Watchers are notified by email when an
assignment has been made.
Notification at check in
Watchers are notified by email when a new
object has been stored on the server.
Notification at comment
Watchers are notified by email when a
comment has been added.
Notification at commit
Watchers are notified by email when an
edited object has been uploaded.
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Notification at commit with new version
Watchers are notified by email if no new
version has been created upon uploading
the object.
Notification at commit as new version
Watchers are notified by email if a new
version has been created upon uploading
the object.
Notification at entity deletion
Watchers are notified by email when an
object has been deleted.
Notification at tag deletion
Watchers are notified by email when a tag
has been deleted.
Notification at token receipt
Watchers are notified by email when the
write permission for an object has been
checked out.
Notification at milestone change
Watchers are notified by email when a
milestone has been changed.
Notification at priority change
Watchers are notified by email when a
priority has been changed.
Notification at token return
Watchers are notified by email when the
write permission for an object has been
returned.
Notification at version revert
Watchers are notified by email when an
object has been restored to an earlier
version.
Notification at tag set
Watchers are notified by email when a tag
has been set for an object.
Notification at status change
Watchers are notified by email when the
status of an object has been changed.
Notification at type change
Watchers are notified by e-mail if the type of
an object was changed.
Logging
Here you can define the parameters for server-side reports. The following table gives you an
overview of the available settings and their effects:
Setting
Description
Logging entity activations
Object activations are captured and stored
in the log file.
Logging assignments
Assignments are captured and stored in the
log file.
Logging entity check ins
Objects initially stored on the server are
captured and stored in the log file.
Logging comments
Comments are captured and stored in the
log file.
Logging entity committings
Uploads of edited objects are captured and
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stored in the log file.
Logging entity deletions
Object deletions are captured and stored in
the log file.
Logging tag deletions
Deletions of tags are captured and stored in
the log file.
Logging token receipt
The checking out of right permissions is
captured and stored in the log file.
Logging milestone changing
The changing of milestones is captured and
stored in the log file.
Logging priority changing
The changing of priorities is captured and
stored in the log file.
Logging token returning
The return of right permissions is captured
and stored in the log file.
Logging version reverting
Instances of the restoration of earlier
versions are captured and stored in the log
file.
Logging tag setting
The setting of tags is captured and stored in
the log file.
Logging status changing
Status changes are captured and stored in
the log file.
Logging type changing
Type changes are captured and stored in
the log file.
GUI
Define the parameters for the display interface under GUI. The following table gives you an
overview of the possible settings and their effect:
Setting
Description
Client Paging Limit
This option specifies the maximum amount
of displayed objects whereas the client
starts to display objects on multiple pages
(with same maximum amount each).
Show learnerview search
This is the option used to determine whether
to display the search function in the
learnerview. De/activation of the search
function is a global option.
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Automatic User Deactivation
The automatic user deactivation function allows you to have users who are inactive for a
specified period of time be automatically deactivated. By doing so, users who have been
inactive for a longer period of time will not be included in reports, for example. The report
function will provide you with an overview of all inactive users on the server.
The directions for setting up the automatic user deactivation function are as follows:
1. Select the Automatic user deactivation check box
2. The pull-down menu Deactivate after (type of interval) will appear. Select the desired
type of interval from the list.
3. In the field Deactivate after (interval value), enter a numerical value to set the interval
type. E.g., if you enter “2” and the interval type is "week", the user will be deactivated
after a period of 2 weeks of inactivity.
4. If you would like to be informed via email each time users are automatically
deactivated, enter a valid email address in the field Email address for report. Once
the system runs the scheduled check for any inactive users, an Excel spreadsheet
with a list of the users who were deactivated will automatically be sent to you.
Click on Save in the right-hand side under the viewing area to save your settings.
Automatic Excel Import
The automatic Excel import function allows you to import a user list in Excel format at defined
time intervals from an existing data path.
The directions for configuring automatic Excel imports are as follows:
1. Activate the Automatic Excel import check box
2. Enter the path to the Excel file. Note that the file must be saved to the server.
3. Click on Plan... A dialog box appears. To define when the Excel import should occur,
enter the desired time and the interval here.
4. Click on OK.
If you would like to be informed of any changes made by the automatic Excel import, enter a
valid email address in the text field Email address for report.
Click on Save in the right-hand side under the viewing area to save your settings.
Automatic LDAP Import
With the help of the automatic LDAP import function, you can define time intervals to
schedule routine user data updates for to be performed by an available LDAP server. In
addition, after each update, you can have a report automatically generated in *.xls format and
sent to you via email. This report will give you a quick overview of any changes that have
been made with the update.
To configure automatic LDAP imports, proceed as follows:
1. Activate the Automatic LDAP import check box.
2. Click on Plan... A dialog box will appear. To define when the automatic LDAP import
should occur, enter the desired time and the interval here. Click on OK.
3. If you would like to be informed of any changes made by the automatic LDAP import,
enter a valid email address in the text field Email address for report.
Click on Save in the right-hand side under the viewing area to save your settings.
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Single sign-on
By using automatic user authentication, Single Sign-On allows your users to open protected
network areas with the respective restrictions without having to take the extra step to enter
their log-in data.
The option Single sign-on allows you to adjust the settings for single sign-on as well as
activate or deactivate any functions for this as desired. For more information, please refer to
the installation manual.
The following table will give you an overview of the available settings:
Note:
This part of the server settings allows you to make any further changes to the single signon option once this has already been set up. In order to set up the single sign-on for the
first time, please refer to the step-by-step instructions which can be found in the Server
installation Help Assistant. You can open this help assistant under the menu Server SSO
Configuration.
Setting
Description
Enable Single sign-on
To activate the single sign-on option, click
on the check box.
Realm
Enter your domain here, e.g.,
mycompany.de.
Server name
Enter the host name for the active director
server, e.g., master.
Path to krb5.conf file
In the event where a Kerberos service has
already been set up on your network and
the server access has been set with the help
of a config. file, then enter the path to the
corresponding file here. In this case, fields 5
and 6 do not have to be filled out. For more
information, please refer to:
http://java.sun.com/j2se/1.5.0/docs/g
uide/security/jgss/tutorials/KerberosR
eq.htm
Keytab file path
Enter the path to the keytab file that was
entered in step 3 here. Use "/" to separate
the paths.
Store the keytab file anywhere on the
Manager Server as desired (e.g.:
C:\Manager\Managerpc.HTTP.keytab).
Please note: avoid storing the file in the
Manager web apps directory because they
will be deleted upon updating the program.
Service Principal
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Enter the service authentication with all the
server IDs and domains for the Manager
server here, e.g.:
http/[email protected]
any.com
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Use ticket cache
Define whether the client tickets that have
been created should be saved in the
server's cache when the user logs in.
Note:
With Kerberos-based single sign-on, this will not work via the local host. In this case, you
have to connect to your Manager from another PC in order to maintain the functionality of
the single sign-on.
Security
The Security area provides various settings that you can use to adjust communication and
work with the Manager to your special security specifications. The table below provides a
short explanation of the displayed parameters. For detailed information on saving your
Manager instance, please see the respective chapter Security settings.
Parameters
Description
Administrator IP Ranges
Enter one or more IP addresses or IP
ranges that are permitted for logging in as
an administrator. Access to administrative
roles/users from non-specified network
addresses is blocked as a result.
Placeholders (*) and sub-network
separators (e.g. 192.168.1.1/28) may be
used when specifying the IP addresses.
Detailed error messages
Use this parameter to deactivate the
transmission of detailed information to the
browser console in the event of error
messages. This increases the security of the
server against attacks because detailed
error messages can also be used by
attackers to obtain precise information about
the structure of the server.
Filter content permissions if user has admin
permissions
If this parameter is activated, access to
objects and content is denied to users with
admin permissions. This prevents users with
admin permissions from being able to
execute malicious code implemented in
content. To access content, the users
affected need a second user profile without
admin permissions as a result.
Minimum password length
Specify the minimum length of the expected
password entry. If you enter 0, user profiles
may be created without passwords.
Password must contain number
A valid password has to contain at least one
number (0-9).
Password must contain special character
A valid password has to contain at least one
special character ($,_,@,...).
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Password must contain lower and upper
case letters
A valid password has to contain at least one
upper-case letter and one lower-case letter.
Search
The search function in the learner view allows your learners to search for the information they
need within their assignments or optionally throughout the entire workarea. In addition, you
can define the search function to act as a fulltext search on indexed content. All content from
groups, projects, books and book pages will be generated with the corresponding text-based
readable attachments. Your learners will then receive their search results, which can even be
extracted from the learning content's text bubbles or word document attachments.
Setting
Description
Enable fulltext search
Enables the fulltext search and the essential
function of content indexing.
Allow fulltext search in learnerview
Determines if the fulltext search should be
optionally available in learnerview.
Allow global search in learnerview
Determines if the search allows optional
searches even within content that is not part
of learner's assignments.
Miscellaneous
The Miscellaneous Area provides you with all server sided settings which didn't fit to previous
shown areas. The following table gives you an overview of the possible settings and their
effect:
Setting
Description
Caching time range (s)
Determines the time the browser will keep
objects in browser cache (in seconds).
Optionally you can enter -1 to force a
permanent revalidation of objects. Since this
will increase server traffic dramatically you
should avoid that in a productive
surrounding.
Email address for entity comments
It is to the e-mail address specified here that
the comments that are permitted to be made
within the learning content will be sent.
Email language of entity comments
Determines the language in which the email's automatically generated information is
written.
Compress server response
Determines, if data will be send compressed
(as gzip) to server. This option reduces data
traffic, but should be disabled if you are
using Internet Explorer 6 or http proxies with
http 1.0 protocol. Both are not supporting
gzip, which will result in data traffic being
blocked.
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Timeout of sql server request (ms)
Specifies the time in milliseconds (ms) after
which server queries are timed out.
Email address for password recovery
The email address, as defined here, will be
receipient of automated mails generated by
password request. To be able to create a
new password, the owner of the defined
mails address must be owner of permission
to make changes in user administration.
Valid time of a session (s)
Determines, how long a session will be
valid. Enter your value in seconds.
Valid time of user scores before
recalculation (min)
Defines the time period after which the
server automatically revaluates the scores
of all users. Default is 24 hours (1,440 min).
Base path
Displays the folder path on local machine,
where the contents of Manager are stored.
This is a read-only parameter for your
information. To edit this parameter, please
go to according page of server installation
wizard.
Timeout of server request (s)
Determines the maximum amount of time for
a server request. If you are having timeout
error messages on computationally
intensive requests you may fix them be
increasing the specified amount.
Server installation
To access the server installation settings you need administrator rights and the installation
password. Please read the installation manual for a more detailed description of possible
settings.
Server import
You require administrator rights to import user data. Please read the Installation Guide for
further information.
Server SSO Configuration
From the menu item Server SSO Configuration, you can directly access the corresponding
configuration steps for the installation assistant. To do so, you will need super administration
rights (installation password).
For more information, please refer to chapter for setting up Single sign-on or the Installation
Guide.
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Tasks
The task overview provides you with a quick, object-related summary of allocated tasks and
how they are being dealt with. Additional filter options enable users, independently of the
number of workareas being used on the Manager to search specifically for tasks and
responsibilities.
Task list
The task list default setting is to show you all of the tasks assigned to you in a list view, i.e. by
clicking on the Tasks menu button it is always filtered according to tasks that bear your user
name in point Assigned to . Clicking on a list entry will open the corresponding task in the
detailed view.
You can apply additional filter criteria to restrict the number of tasks displayed. To do so,
proceed as follows:
1. Click on the button Filter.
2. In the displayed menu, select the filter criteria you want using the drop-down lists
available in each case.
3. Click on Filter.
You also have the ability to save different collections of filter criteria as a personal filter, for
example for frequently used queries. To do so, once you have selected the filter criteria enter
an appropriate name in the Save Filter field and click on Save . The saved filter now
appears in the list saved filters and and can be launched by clicking on the particular name.
Saved filters can then be launched directly via the drop-down list of the Tasks menu option.
In the menu bar, click on the expansion button
drop-down list.
adjacent to the menu button to view the
Note:
Please bear in mind that the unfiltered task list will display the tasks of all the workareas
created on the Manager.
Can use the filter option workarea to view the tasks relevant to a workarea.
The Reload button in the right-hand portion of the header area is at your disposal for updating
the task list and thus viewing newly added tasks.
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Detailed view
Clicking on a given task in the task list launches its' detailed view. This enables you to inspect
other criteria associated with the task or else edit the task criteria . The task history with the
particular associated events, users and, if available, comments are listed beneath the
detailed view . Editing and saving the task details generates a new savepoint and adds it to
the list.
Editing watchers
It is standard practice to add everyone involved in editing a project to the list of watchers as
watchers involved in the project either as a result of the editing or by being assigned by
another editor. This means that, depending on the server setting, they are informed about the
editing of the project by means of an automatically generated e-mail. If, however, users who
are not involved in the project are also to be informed of its editing status, for example
because process planning has assigned them the task of quality assurance or localization,
you can add them as follows:
1. Click on the Edit... button
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2. The Edit watchers dialog window will appear.
3. Select the watcher or watchers to be added in the Selection field
key depressed to select a number of watchers.
4. Click on the Add button
5. Click on Save
. Keep the CTRL
to add the selected users to the Watcher (others) area
.
to close the dialog box and apply your changes.
You can remove watchers by tagging the corresponding entry in the Watcher (others) list and
clicking on the Remove button .
Note:
If you remove the watchers involved in the project, they will be be redisplayed in the
Watcher (others) list as soon as you add them back.
Free tasks
Free tasks allows tasks that are not object-based (e.g., maintenance and planning tasks
related to content creation) to be allocated to Manager users. From the task view under the
menu item Tasks, you can create and see the free tasks.
In contrast to object-based tasks, free tasks do not have any jump marker to the object in the
last column, but rather a recycle bin symbol so that the task can easily be deleted (depending
on the user's rights).
Free tasks can be created by clicking on the button New. They have the same parameters as
object-based tasks and are displayed in the list of tasks.
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Linking to an object
Free tasks can be linked to an object upon creation or later on. This allows you to define
additional tasks to an object to be done by other identities independent from the current
object-based task.
For example the initial enrichment of a book page can be assigned to an author in the objectbased task workflow and an additional free task that is linked to the object for graphic editing
purposes can be assigned to a designer. Free tasks that are linked to an object appear in the
overview of object tasks as a list of links.
Free tasks that are linked to an object can be easily recognized in the last column of the task
list by having a recycle bin icon
and a jump marker .
Status report
The status report gives you an overview of the progress of all your tasks and your whole
project, including both content-related and free tasks. This facilitates assessing whether the
planned time frame for content creation and/or project phases can be adhered to or in which
status specific tasks are currently "stuck in".
The prerequisite for the correct display of data in status report is the productive use of
statuses (free or in defined workflows).
The status report displays one column for each available status
tasks
and the object-based tasks for the respective workarea
respective status.
The last two rows
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. Here, the number of free
are displayed with the
give you the overall values and the average values of each column. In
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the first column Total
displayed.
, the total numbers of the respective workarea and/or free tasks is
Display per workarea
You can specifically show data for individual workareas inside of the status report. To do so,
click on the column Status for the respective workarea entry.
The object types and the number of statuses that have been assigned for the respective
workarea will be displayed.
Display per object type
It is also possible to display all tasks linked to a specific object type. To do so, click on the
respective object type in the workarea overview. Next, all the tasks that are linked to this
object type will be displayed along with their current status, including free tasks that have
been linked to the object at a later time.
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learning reporter
The learning reporter functionality provides you with an overview of the learning progress
made by learners, organizational units and roles. This allows you to measure the learning
progress made by the learners, identify problem areas in the learning material and compare
the learning progress of different learning groups.
Note:
In order to view relevant course management data, the Manager tracking option needs to
be activated in the Producer's Central Configuration Dialog under trainer-configuration ->
Global -> logging. Data are only recorded onto this option has been activated. Specify
detail level of tracking in option detail tracking:

0 - Lessonsteps are tracked (default)

1 - Lessonsteps and contained macros are tracked

2 - Lessonsteps, contained macros and user actions are tracked
Display variants
The Learning Reporter offers you various variants for displaying progress results of your
users. Basically these variants are varying by displaying results based on user or course lists.
Regarding to the further differentiation on activity or assignment based lists there are four
various variants:

Activity based result lists
The menu items User Reports and Lesson Reports are activity based result lists. After
Selection of a user group or course all items with an existing activity will be displayed.
This means, that users which haven't started any learning content yet and learning
contents which haven't been started by any user yet won't be shown in report list.
Thus you will see only results which are relevant for an activity capture.

Assignment based result lists
The menu items User by Assignment and Lessons by Assignment are assignment
based result lists. After the selection of an existing assignment those lists will show all
results for users or learning contents included in the specific assignment. Within this
display variant you will get even those users and learning contents without any
activity.
Additional display objects
Displaying the learning progress of users you will find the additional display object pageset
, which only exists for displaying learning progress in Learning Reporter . This object
summarizes all bookpages of a book without recognition of bookpages located in eventually
ancillary books. So it enables you to have a detailed result for each book individually.
To contribute a better understanding of that object behavior you will find an graphical
example following. In this example case you would find 5 objects of type of pageset listed in
your list, concerning you have selected the book item english contents. Nevertheless the
entries for
and
will not have any results since they are not having any ancillary
bookpages.
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User reports
The user reports' summary allows you to view the learning progress made by the participants
in a role or in an organizational unit. Once you have selected the User Reports menu option,
the User/Group Selection for User reports dialog box will appear allowing you to select which
organizational unit's or role's results you would like to have displayed . Furthermore you
are able to restrict your selection to the given filter options . Filtering options can be
changed afterwards in list view as well.
Confirm your selection by clicking on the Select button.
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The results summary will now show you a list of all of the users matching your selection
together with their learning progress.
Note:
This display variant lists only users with existing activity. Users which haven't started any
of the assigned lessons are not listed here. Please use the assignment based display
variant to have inactive users listed as well.
The main progress within the lessons is shown by graphic progress bars and relative
percentages. Within the column Lessons (Tests) you see the entire number of lessons, which
are assigned to an individual learner. This number is the basis of calculation for the shown
percentages. The number of attempts is shown respectively in column Attempts .
As useful for a better understanding for number of attempts, read the following example:
User A has 10 lessons assigned to him. One of them has been completed.
If he completed the lesson by one attempt, the number of attempts for the entire number of
assigned lessons is shown as 0.10. But if he has needed 10 attempts, the number of
attempts will be 1.00.
User by assignment
The report User by assignment allows you to view learning progress of users within a specific
assignment. Selecting the User by Assignment menu item will display the Assignment
Selection for user report dialog box in which you can select the assignment for which you
want to have the results to be displayed.
In addition to the selection of a specific assignment
the dialog enables you to restrict your
selection to a specific ancillary object of assigned items
or alternatively to an specific
identity . Both restrictions can be combined. Furthermore you are able to restrict your
selection to the given filter options in dialog heading . Filtering options can be changed
afterwards in list view as well.
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Confirm your selection by clicking on the Select button to display the results of your selection.
The results summary will now show you a list of all the users matching your selection
combined with the associated learning progress.
The main progress within the lessons is shown by graphic progress bars and relative
percentages. Within the column Assignees you see the entire number of learners, to which
the lessons are assigned. This number is the basis of calculation for the shown percentages.
The number of attempts is shown respectively in column Attempts .
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User by progress
The report User by progress displays the individual overall learning progress of each user
within the assignments. This enables you to gain information about the user specific state of
enablement.
Note:
To gain data within this report you have to set Percent Completed for property Scoring
Method in assignment dialog.
Selecting the User by progress menu item will display the User/Group Selection for User
reports dialog box in which you can select the identity for which you want to have the results
to be displayed. Furthermore you are able to restrict your selection to the given filter options
Lessons and Time Period. Filtering options can be changed afterwards in list view as well.
Having already saved one or multiple reports you can even select your preferred saved report
in drop down Select saved report.
Confirm your selection by clicking button Select.
The report lists all users subordinated to your selected identity with their individual learning
progress. Inactive user and user which are part of a role contained in a selected
organizational unit will not be listed.
Display of results
Displayed results show the calculated sum of all trackable contents within all assignments
each user has. The column assigned contents displays the total amount of contents within all
assignments per each user whereas the sum of lessons with type Test is shown as second
value within the brackets. Referenced contents which are part of more than one assignment
per user are calculated only once. In case of having set up filter criteria in an assignment the
filter will be observed within calculation.
Calculation criteria as following applies to the calculation of results:


Column "Lessons done"

Books
Books are done when all book pages within the book have been viewed.

Lessons
Lessons are done when all lesson steps have been processed or when last lesson
step has been reached.
Column "Passed"

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Lessons
Lesson types Practice and Test are passed when they are done with having
reached the amount of points as specified by the author. The displayed value only
shows the amount of type Test since this is the more estimable value for the
progress of the user.
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Lesson reports
The lesson reports summary allows you to view learning progress broken down by learning
content. Selecting the Lesson Reports menu item will display the Lesson Selection for lesson
report dialog box in which you can select a workarea object or object group . Furthermore
you are able to restrict your selection to the given filter options in dialog heading . Filtering
options can be changed afterwards in list view as well.
Confirm your selection by clicking on the Select button to display the results of your selection.
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The results summary will now show you a list of all the learning content matching your
selection together with the associated learning progress.
Note:
This display variant lists only lessons with existing activity. Lessons which haven't be
started by any users are not listed here. Please use the assignment based display variant
to have inactive lessons listed as well.
The main progress within the lessons is shown by graphic progress bars and relative
percentages. Within the column Assignees you see the entire number of learners, to which
the lessons are assigned. This number is the basis of calculation for the shown percentages.
The number of attempts is shown respectively in column Attempts.
Lessons by assignment
The report Lessons by assignment allows you to view learning progress split into lessons
within a specific assignment. Selecting the Lessons by Assignment menu item will display the
Assignment Selection for Lessons by assignment dialog box in which you can select the
assignment for which you want to have the results to be displayed.
In addition to the selection of a specific assignment
the dialog enables you to restrict your
selection to a specific ancillary object of assigned items
or alternatively to an specific
identity . Both restrictions can be combined. Furthermore you are able to restrict your
selection to the given filter options in dialog heading . Filtering options can be changed
afterwards in list view as well.
Confirm your selection by clicking on the Select button to display the results of your selection.
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The results summary will now show you a list of all the lessons matching your selection
combined with the associated learning progress.
The main progress within the lessons is shown by graphic progress bars and relative
percentages. Within the column Lessons you see the entire number of lessons, which have
been assigned. This number is the basis of calculation for the shown percentages. The
number of attempts is shown respectively in column Attempts.
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Lesson Step Report
The overview of the Lesson step reports gives you a detailed overview of the average
progress of all learners in the individual topics. Using this overview, you can quickly identify
topics and individual macros that are difficult to understand and optimize the learning process
by revising them.
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
After you have selected the menu entry Lesson step reports, the Assignment
Selection for Lesson step reports dialog window where you can select which
allocation you want to display the results for appears.
To further limit the displayed results, an option is provided under the selection of the
assignment
to either also select a specific sub-object of the assigned content
or
a specific user group
both of which can also be combined with one another. You
can also filter the selection in the header area by lesson type and period . You can
further adjust this filter even after the lists of results have been created. If you have
previously saved a report, you can select it in the Select saved report:
drop-down
box.

Confirm your selection by clicking on the Select button.

The results overview now shows you a list of all topics and macros matching your
selection together with the associated learning progress. The graphic progress bars
reflected the average success of all learners who have carried out this topic or macro.
The sample graphic below shows two areas where the rate of success is much lower.
This should be checked in a real learning scenario and optimized if necessary.
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The scenario shown in the previous graphic is extremely simplified for illustration purposes.
The average success rate changes with every user who carries out or repeats a macro in a
lesson. As a result, keep in mind that the smaller the learning groups are, the more the
success rates fluctuate or the more imprecise they become. An example is provided below
for illustration purposes:
Total number
Number passed
Number not
passed
Success rate
2
1
1
50%
100
99
1
99%
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Common tasks
Please read following subchapters to learn how to do common tasks like switching to detailed
view, exporting lists in excel format or filtering results within the various display variants of the
Learning Reporter.
Detailed view of a list item
Additionally you have the option to view particular list entries in detail. Click on the specific
entry in first column for calling the detailed view of results for the entry. Now you will get
detailed information as following:
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
Detailed view of a course
Inside detailed view you get all users listed, respectively all users of the specific
assignment, which have been assigned to that lesson as furthermore the individual
progress of them. In addition, you see the number of attempts, the time as needed in
total and the date, the user has accessed the lesson at last.

Detailed view of a user
Inside detailed view you get all learning contents, in total or as specified in specific
assignment, listed which have been assigned to that user as furthermore the
individual progress in each of them. In addition, you see the number of attempts, the
time as needed in total and the date, the user has accessed the lesson at last.
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Navigating back to previous view
To switch back to previous view, please click on button back
in the header bar of the list.
Change selection
Click on the information field of shown selection for changing your selection. This will show
the Lesson Selection for lesson report dialog box for making a new selection.
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Saving selected reports
The Manager enables you to save your favorite reports for future quick acceleration by using
a dropdown menu. This avoids that you have to enter your specific restrictions for often called
reports.
Selected reports are saved individually for each user which means that selected reports
saved by you will only be available for you yourself.
To save your selected report, proceed as follows:
1. Call a specific display variant of the learning reporter as you need.
2. Specify the parameters in the dialog as they have to be to show your data.
Click on Select .
3. Click on button Save as displayed in the upper right corner of display area.
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4. Enter a recognizable name in appearing dialog and click on OK.
By now you are able to accelerate your saved report quickly at several locations as follows.
List of saved reports in upper right display area
In dropdown select saved report you will find all saved reports of all display variants. To
enable you to quickly identify your saved report every entry starts with its specific display
variant.
Filter options dialog of each display variant
By choosing a specific display variant you will find now the dropdown select saved report
within the header area of the filter options dialog. This offers you all saved reports existing for
recent display variant.
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Subscribe to reports
Saved reports can be combined with planned tasks. This results in a data collection as
defined by saved report at a specified date or time whereas the collected data will be send in
an xls attachment to the user who subscribed.
To subscribe to a selected report, proceed as follows:
1. Choose a report from dropdown select saved report.
2. Click on button Subscribe....
3. Specify a time interval
in appearing dialog, at which you want to get the results
from saved report. Additionally specify a time at option Start
at which the report
shall be collected and send to you.
4. Click on OK to save your subscription.
By clicking the button Delete... you can cancel your subscription at any time. Since this button
only appears at saved reports with subscription this even enables you to identify existing
subscriptions for each report.
Note:
To deliver reports by mail successfully you must have a valid email address specified in
your user profile.
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Filter options
You can filter the results displayed according to the criteria Lessons
and Time Period .
To remove results for specific lessons from the display, click on the corresponding lesson
symbol. The symbol will then be displayed with a line through it.
To restrict the results displayed to a specific period, activate the Time Period option by
clicking on the radio button. Clicking on the start time or end time field will open a calendar
field in which you can select the appropriate day. Optionally you can enter a number of weeks
to filter by selecting the Last ... weeks option.
Click on the Refresh
button to display the results according to the filter criteria you
selected. Alternatively you can reset your filter criteria by pressing the Cancel button
.
Exporting the results
The Manager provides you with the ability to export the tracking data in the *.xls (MS Excel)
or *.csv (semicolon-separated text file) formats and to use it, for example, for analyzing
learning success with the learner. To export the results, proceed as follows:
1. In the appropriate filtered view, click on the button for the particular format you want
(CSV Export or XLS Export ).
2. In the dialog window that then appears, select which application you want to use to
open the file or where you would like to save the file.
Click on the OK button.
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Learner view
The course view itemizes the course topics assigned to you together with the associated
learning content. It is broken down into three areas:
1. The course list
2. The list of the lessons belonging to a course
3. The search
Courses can be thought of in the same way as folders, whose associated learning content
describes a topic area. Selecting a course in the course list displays all of the associated
lessons in the learning content list. Click on a corresponding lesson in the lesson list to
launch it. Read the chapter Displaying learning progress for further information.
Explanation of the display options
The learnerview offers various preset displays for learning content on the administrator side.
An explanation of the respective displays and the symbols they use is provided below:
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
Display without additional information
Only the learning contents are listed without additional information.

Display with progress bar
The overall progress is also displayed as a progress bar for the course in the course
list and for the individual learning contents in the overview of the learning contents
that are part of the course. A second bar that shows the status of testing is also
displayed for Test type lessons.

Display with number of times accessed
The number of times the respective learning content or course has been accessed is
displayed. The number of times accessed represents the total number of users who
have accessed the content or course and not the number of times they have been
individually accessed. This lets you see, for example, which learning contents/courses
are particularly popular and are thus either considered particularly important or difficult
to understand.
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Playback of contents
The learning content overview shows you the lessons and projects assigned to you within a
course. If a course comprises a number of levels the content will be displayed in a tree view
in which you can launch the subordinate objects by clicking on the drop-down button. Clicking
on objects containing sub objects has the effect of launching the library, which depicts all the
subordinate objects containing additional learning material, where available. Clicking on a
lesson results in the relevant lesson being played back.
Displaying learning progress
Within the course list, alongside the respective list entries, you will be shown the number of
calls you have already effected, depending on the server setting, as well as your current
learning progress. This gives you a quick overview of your progress within the respective
courses.
Show learning status
Furthermore you have the possibility to view your learning status for all lessons of a course in
status view. Just click on Show status to switch to status view. Within this view all lessons will
be displayed in a list with its individual learning progress / status.
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Certificate
Manager offers you the opportunity to become certified for completed training courses.
If you earn enough points upon completing a training course, an additional link Certificate will
appear in your course list. Click on the link to open the certificate in print view. Select the
heading area of the page that is displayed, decide on whether the displayed course details
should be printed below the certificate as well, and open your browser's printer dialog box by
clicking on the button Print.
Note:
To print out the certificate without the additional printing information, such as the date and
source, deactivate the option for printing out the header and foot notes under the printer
settings. For more information, you can refer to the respective chapter for your browser
here: System requirements.
Searching for content
The search function allows you to search both within the learning content assigned to you
and all of the learning content available on the server.
Mark an entry in the list of assigned courses and enter your search word in the input field.
Click on Search or use the ENTER key to perform the search within the contents of the
marked list entry.
As defined by server settings there will advanced search parameters available as following:
1. search all courses
With checkbox activated search for entered string will be executed within all assigned
learning content.
2. search global
With checkbox activated search for entered string will be executed within all available
learning content. This will effect even those contents which are not assigned to you.
The commentary function
The trainer enables you to write a comment on learning content that is being played back.
You can, for example, report errors in learning content or point out any comprehension
problems and the consequent wish for a more comprehensible explanation. To launch the
commentary dialog box, press the key combination CTRL + F1 when playing back the
learning content.
Note:
This function has to be activated by the project manager or administrator and can be
assigned a different key combination. If necessary, ask your contact.
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Bookpage Editor
The Manager makes it possible for you to edit created bookpage directly in the browser with
the integrated bookpage editor. Click on the Edit button to open the bookpage editor.
Books and Book Pages
Books and book pages are a particular way of presenting learning content by using different
lessons and materials within a creative and diverse design and compilation.
Book pages are characterized by a strongly multimedia dimension combined with user
interaction. They make it possible to incorporate lessons and different media files, but also
conventional documents and links to further information.
Using different elements and media presents you with many and various opportunities for
presenting and communicating information. Moreover, the book page design as well can be
individually edited and customized to the content to be communicated.
By consolidating different book pages within one book you can divide your content into
information units.
Easy to create, diverse applications
Book pages make it possible to create courses on a particular topic quickly by inserting
objects on the book page and linking them to content.
In this way you can amalgamate the content of a number of lessons by combining different
modes and documents. However, because of the diverse ways of presenting information on
book pages, it is not absolutely necessary to integrate lessons into a book page. You can
also design a book page using simple texts or video files and thus provide these to the
learner in addition to the individual lessons or else integrate them entirely independently as
an extension of the topic.
Didactic benefit
Books and book pages promote independent learning and a stronger engagement with the
facts as learners are able to use and discover the content individually. They allow the student
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to work with the content that is relevant to him and ensure variety due to different information
formats.
Basic principle and structure
A book page is an HTML page on which different content can be filed in different forms and
accessed.
It can accommodate various buttons for launching lessons and opening documents that can
then be linked within a Workarea. Media files for audio and video formats can also be
integrated and can be presented using appropriate playback applications. But information in
traditional form, as an image or text, can also be created on a book page.
A number of book pages can be combined in a book. A book can thus be understood as a
type of group. Once a book has been created, it can be displayed in the book reader, which
the learner can use to flick through the pages and launch and work through content.
Defining the design
After creating the book page, it is opened in the book page editor using the Default style. You
can use the Style parameter to select the design you want in the Object Editor and customize
it accordingly.
A style defines the background design, the design of the buttons for the linked learning
content as well as the appearance of the text box. Selecting a different skin therefore
changes all of these objects. Before you select a skin, it is advisable to insert some objects to
be able to assess the overall design.
Customizing the background
You can customize the chosen background design as you like. You can use an available skin
as a template which can then be edited once it has been selected.
Various settings are available to you in the book page editor for displaying the book page:

Width and Height:
These values determine the book page's width and height. The values are stated in
pixels.

Background Color:
Changing this value customizes the color of the outer surface surrounding the book
page.
You can use Select Color...
to define the desired color value. This can be
defined in the RGB or HSV color space or as a hexadecimal value.
You can also make the background transparent if you do not want any color to be
displayed. This is done using the Transparent button
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.

Page Color:
This value will determine the book page's background color. It is recommended that
you enter a value in this field if you choose not to use an image for the book page's
background or if you use an image that does not cover the entire book page itself.

Border:
Defines the width of the border for the book page. The value is defined in pixels. If no
border is to be displayed, the value is to be set to 0.

Border Color:
This parameter can be used to define the color of the book page border. The Select
color... function can be used to define a corresponding value in the RGB or HSV
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color space or as a hexadecimal value. Ensure that you have previously specified a
width for the border so that it is actually displayed.

Border style:
Determines the style of the border that you can select from the drop-down list.

Image:
This parameter can be used to define an individual background image which
replaces the image of the skin that has been set.
You can call up the design parameters at any time while a book page is being created and
amend them by clicking on the background.
Inserting objects
The principle behind book pages is embedding buttons on them for linking to learning content
as well as interactive objects and media files. Learners can subsequently select objects at will
and work through their learning content or use the information they contain to advance their
learning.
How they arrange the objects on the book page is left to their creativity. They can arrange
them symmetrically or lay them out as they see fit. In the process, they should however take
care not to integrate too many objects on a book page to avoid overloading the page with
objects and information.
Proceed as follows when inserting and editing objects:
1. In the toolbar, click on the button corresponding to the object type you would like to
insert. This creates a button or element for the selected object which allows the user
to call up the learning content.
2. Select the object to edit it.
3. You can position the object on the book page using drag&drop. A red border
appears when you select the object. Click on it and keep the mouse key depressed
during the positioning maneuver.
Additional functionality for positioning objects is available to you in the toolbar.
4. Further editing of the object is by means of the object editor, which offers you the
associated parameters. For each object, proceed in accordance with the
explanations in the relevant sections:
Objects for different information
Modes, books and documentation
Media files
Embedded documents
Once you have edited your book page, save it using the Save page
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Bookpage objects
With objects used in the bookpages, you can individually add content to your bookpages and
give them a customized layout. There are various parameters available depending on the
object used. You can also design the bookpage interactively using action links to the objects.
The following chapters describe the available objects and their internal object parameters.
For a description of general parameters for all objects, please read the Editing objects
chapter and its sub-chapters.
Objects for different information
Different elements offer the opportunity to provide the learner with further information. You
can insert these using the toolbar and edit them accordingly.
They offer you the following objects:
Button
Function
Insert Arrow
Insert Block Arrow
Insert Bubble
Insert Image
Insert Text Box
Insert Placeholder
Insert Active Area
Insert Text Pop Up
Insert BPM Object
Insert Connection
For editing of objects, please read the corresponding section.
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Arrow
The arrow object is customizable. It creates a path for which you can choose from a variety of
arrow heads. The arrow's length, position and direction can be modified as desired.
How to position a path point
There are path points at the beginning and end of an arrow that allow you to adjust its length
and direction. Click on one of the points and drag and drop it to the desired position on the
book page.
How to define an arrow
An arrow object can be customized as follows:

Arrow color
This value defines the arrow's color. The Select color...
define an appropriate value.
option can be used to

Thickness
This value allows you to define the arrow's thickness. The value is given in pixels.

Arrow head 1 & 2
There are several different types of arrow heads to choose from:


None

Standard

Triangle - Hollow

Triangle - Filled

Diamond – Hollow

Diamond – Filled

Circle - Hollow

Circle - Filled
Large arrow head
The size of the arrow heads can be changed in this area. The area can be displayed
via the Advanced View.
The size of the arrow head can be defined in width and length and adjusted
depending on the thickness of the arrow. A value can be entered here between 2 and
20 that indicates the factor by which the length or width is to be increased by the
thickness.
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Shape
The shape object displays a variety of shapes to choose from for the purpose of enhancing
the visualization of learning content, process flows and sequences. Shape objects can be
used in a variety of ways and can contain text.
To select and insert a shape, click on Insert shape.
Type and orientation
A drop-down list will appear in which you can select what kind of shape you would like to
insert. For some shapes, you can also define its orientation. For more information, refer to the
section on Shapes Overview.
Design

Shape color
Here you can select a color for the shape. If you would like to define a value, click on
Select color…

Shape value
This setting defines the shape's character. Values between 0 and 100 can be entered
here. The outcome will vary depending on the type of shape selected. For example,
you can change the width of an arrow or smooth the corners of a square.
Note that this setting is not available for all shapes. For more information, refer to the
section on Shapes Overview.
You will find descriptions on additional settings under the section on Editing Parameters.
Effects
Under Effects, there is a variety of settings that allow you to define the behavior and design of
links.



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Gradient

Shape Color (Gradient)

Border Color (Gradient)
Design Roll-Over

Shape color

Shape Color (Gradient)

Border color

Border Color (Gradient)
Design Click

Shape color

Shape Color (Gradient)

Border color

Border Color (Gradient)
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Shapes Overview
This section will give you an overview of the shapes that are available in the Producer and
includes a list of shapes for which the orientation and/or shape value can be defined.
Shape
Direction / Shape Value
Basic Shapes
Ellipse
Triangle
Left, Right, Up, Down
Isosceles Triangle
Left, Right, Up, Down
Rectangle
Rounded Rectangle
Corner radius
Diamond
Parallelogram
Left, Right, Up, Down
Shape thickness
Trapezoid
Left, Right, Up, Down
Shape thickness
Pentagon
Left, Right, Up, Down
Regular Pentagon
Left, Right, Up, Down
Heptagon
Octagon
Decagon
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Dodecagon
Chevron
Left, Right, Up, Down
Arrow (one direction)
Left, Right, Up, Down
Arrows
Arrow thickness
Arrow
(two directions)
Left Right
Up Down
Shape thickness
Arrow
(two directions kinked)
Left Up
Right Up
Left Down
Right Down
Shape thickness
Triple Arrow
Shape thickness
Quad Arrow
Shape thickness
Notched Arrow
Left, Right, Up, Down
Shape thickness
Stars
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4-Point Star
Shape thickness
5-Point Star
Shape thickness
6-Point Star
Shape thickness
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7-Point Star
Shape thickness
8-Point Star
Shape thickness
9-Point Star
Shape thickness
10-Point Star
Shape thickness
12-Point Star
Shape thickness
Plus
Shape thickness
Further Shapes
Bubble
Bubbles are ideal for adding visually-appealing textual content to your projects. Similar to
those used in the simulations, these bubbles also have a tip on them to point to a specific
item on the page.
Creating bubbles
To create a bubble, click on the option Insert bubble. The following options will appear:

Text:
Click on the text field to open the HTML editor, where you can enter and format your
text for the bubble.

Type:
Here you can choose which type of bubble you would like to use. To edit your
bubble, go to the menu Tools and open the editing dialog box for your bubble type.

Alignment:
Here you can specify in which direction the tip of your bubble should be pointing. If
you choose the option Center – the bubble will have no point and it will be positions
in the middle of the chosen area.

Text style:
Here you can choose a predefined style for your text. There are 5 styles to choose
from, from A to E. The text styles are saved under the resource Configuration/Styles
as bubble.css.

Title:
This text field allows you to enter a title for the bubble. When using titles, it is
recommended that you also enable the option Movable, which inserts a title bar at
the top of your object.

Movable:
When this option is enabled, the bubble can be repositioned on the book page during
playback. An additional title bar will appear in the object that allows you to move the
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bubble per Drag & Drop. After it‟s been repositioned, the bubble will be
displayed normally with no arrow markers.

Closable:
When this option is enabled, the bubble can be closed while the book page is
playing. An X icon will appear in the corner of the bubble for you to click on.
Under Actions, you can also manually add the icon Restore so you can quickly
redisplay the bubble.
Manually changing text bubble alignments
A square will appear at the top of the bubble, which you can use to manually turn the object.
With centrally-aligned bubbles that do not have a tip, the square will appear in the middle of
the bubble. Click on the square and hold the mouse button down. With the mouse button still
pressed, pull the dot away from the bubble and to the desired position. Release the mouse
button to set the new position.
Image
This function allows you to insert an image in any format. This can be a screenshot, for
example, or the graphical representation of a fact.
You can use the various functions Replace image
corresponding image file.
in the Image parameter to insert a
Creating dynamic effects
Once you have defined a link for an image you can create dynamic effects for it to visualize
its state when moving the cursor over the image and when clicking on it.

Image Roll-Over:
You can use the Image rollover option to insert an image that is faded in when the
mouse is moved over it.

Click Image:
You can use the Image rollover option to insert an image that is faded in when the
image is clicked on.
Further options
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
Retain aspect ratio:
If this parameter is activated, the aspect ratio is retained when scaling an image.
Deactivate this parameter if you want to be free to change the size of an image.

Zoom:
The Zoom option allows you to zoom in and out of images on the book page. An icon
will be inserted onto the image. By clicking on the icon, the image will be shown in its
original size. This allows you to insert an image into the book page and save space
when scaling it.

Link to:
You can use this parameter to link the image you have inserted with an external
webpage or object from the Workarea.
To create a link, go to the Insert link... function. A dialog will then open in which you
can specify a link or select an object from the Workarea. A link to a web page or
similar is to be entered in the text field under Available. This should be in the format
http://www... Confirm your entry by clicking on OK.
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
Open in new window:
When launched, the linked page is automatically opened in a new browser window. If
you would like to open the page in the same window, then you should deactivate the
setting Open in new window.
If the linked page or object from the Workarea is opened in a new window then you
can define properties dictating the appearance of the open browser window.
Text Box
Clicking on the Insert Text Box button inserts a field in which you can enter pure text. The
size of this field can be varied to accommodate longer texts.
Example, you can use the text field to provide general or introductory information about a
learning topic.
Placeholder
The Placeholder inserts a variable in order to dynamically allocate content to a specific
location. For example: book page title, descriptions, page number, etc. The placeholder
object makes it easier to keep the layout consistent throughout the project.
To use placeholders, it is recommended that you insert them into templates so that they will
be available in all of your book pages. For example, the page number can be integrated into
all of the book pages in the same position.
Once an object has been inserted, choose the desired option from the Placeholder selection
list. The respective content will then be displayed in the text field.
You can choose from the following placeholders:

Book title

Book description

Book page title

Book page description

Chapter title

Chapter description

Page number

Page count
Active Area
The Active Area is a text field in which you can insert a text or image. The entire area
constitutes a button that can be linked with an external web page or object from the
Workarea. This allows further information, for example, to be shown.
To create a link, go to the Insert link...
function. A dialog will then open in which you can
specify a link or select an object from the Workarea. A link to a web page or similar is to be
entered in the text field under Available. This should be in the format http://www... Confirm
your entry by clicking on OK.
When launched, the linked page is automatically opened in a new browser window. If you
would like to open the page in the same window, you need to deactivate the setting Open in a
new window. If the linked page or object from the Workarea is opened in a new window, you
can define properties for displaying the browser window that has been opened.
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Effects for active areas
Under Effects, you will find a list of settings that allow you to add dynamic effects to active
surfaces in order to improve its usability. The following actions can be defined:

Design Roll-Over

Design Click
Once one of these options has been enabled, additional settings will appear. The following
settings can be defined to change the object‟s properties:

Background color

Font color

Border color
Text Pop-Up
This function inserts a text pop-up which can be opened by a button. You can insert any text
you like in this box as well as an image.
The text pop-up can be formatted using the Text Pop-Up position subcategory to adjust its
size and position.
Defining type and title
Different types, differentiated by a corresponding icon, can be defined for displaying the
textbox. Using different types enables you to highlight the text box content and present it
more clearly to the user.
The following types are available and can be selected using the parameter Type:

Standard

More Info

Tip
Title:
You can use the parameter Title to specify a title for the text box. If you do not want to display
a title, you should leave the field blank. The default setting for the Standard type is no title
whereas placeholders are displayed for the other types.
Further options
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
Show on Roll-Over:
This option allows you to define whether a text pop-up should appear when the
mouse cursor rolls over the icon. When the mouse cursor rolls out of the icon, the
text pop-up will hide again. The text pop-up behaves in the same way as a tooltip.

Fade In/Out:
This parameter defines whether the text pop-up is displayed or hidden with a fading
in effect when being opened or closed. Deactivate the setting if you wish to avoid this
effect.

Hide Text Pop-Up in Editor:
The default setting is for the text pop-up to be displayed in the book page editor.
Activate the parameter to hide it for editing. If you would like to reinstate the text popup in the view, deactivate the setting.
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Linking content from the Workarea
You can link modes, documents and book pages you have created from your Workarea on
your book page. Proceed as follows:
1. In the toolbar, select the relevant type which you would like to link to content. A
button is then created on your book page.
2. To insert a link, select the Edit link…
the Object Editor.
button adjacent to the link to parameter in
3. A dialog displaying the Workarea structure will then open. Only the learning content
corresponding to the type of button you have inserted can be selected from this
dialog. Specify the learning content you want by clicking on it and click on OK to
confirm.
The object is now linked to the button and can be selected and opened when viewing the
book page.
Note:
If a button is not linked, a note icon will appear on the button. Create the link as desired.
This icon is only visible from the book page editor screen.
How to customize an icon
Icons for inserted objects automatically have the same Style appearance that was defined for
the book page itself. It is, however, possible to customize an icon with your own image. To do
so, click on the option Image. This can be an existing image file or a screenshot that has not
yet been created.
You can also define an object's icon to be used as default on all the book pages. To do so, go
to Book Page Initialization and insert the icon.
Content overview
You can link to the following learning content with a book page:
Modes
You can incorporate these modes:
Demo mode
Practice mode
Test mode
Concurrent mode
Quiz
Any lesson mode containing only quiz macros can be selected for this. As a rule, the
recommended mode is Test mode as it does not allow the user to influence the process in
any way.
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Book page
You have the facility on your book page to link to another book page.
Book
You have the facility on your book page to link to another book.
Documentation
The Insert documentation command allows you to integrate different documents into your
book page. For example, these can be Word or PowerPoint documents you have created in
your lessons or else files in Excel or PDF format inserted in the Workarea.
Note:
Ensure that linked objects from the Workarea are not also issued when creating an
archive. These are to be selected manually for the archive. You can find further
information on this in the Exporting a book page archive section.
Embed documents
In addition to linking to documents, you can also display them directly on the book page. This
embeds the documents in an IFrame. The documents to be displayed in this way can be in
Word or PowerPoint format as well as HTML files or web pages.
Select the desired function in the toolbar:

Insert Office document

Insert HTML document
Once you have selected the corresponding button you will receive the IFrame in which the
desired document is placed. Then use the Source parameter to insert your document. When
inserting the objects, please pay attention to the section on linking to content from the
Workarea.
If you select an Office document you will then be asked in a dialog whether the document is
to be stored or displayed. Now click on Open to integrate the document into the IFrame.
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Integrating media files
Various video and audio file formats can be inserted in the book pages. This allows learning
content to be presented in a very diverse way, which can act in support of regular lessons or
else provide further information.
The following formats are at your disposal:

Flash animation

Windows Media Player file

QuickTime file

Audio Object
Note:
Please note that inserting and viewing these media files requires appropriate playback
applications for the format in question to be installed on the authors and users
workstations. These can be downloaded on the Internet from the relevant manufacturers.
Consult your administrator if so required.
Inserting a media file
Insert a media file in your book page as follows:
1. In the book page editor toolbar, select the media format you would like to insert. This
will insert the user interface of the associated playback application.
2. Click on Insert object
of the Source parameter in the object editor.
3. Now click on the media file in the desired format and click on Open.
The media file is now displayed on your book page and can be played back. It will also have
been copied into the book page folder.
Note:
One page with the current settings is displayed by default for inserted media objects. This
is only visible for editing and is hidden during playback.
Individual format settings
There are different settings available in the object editor for the various media formats. You
can edit them after inserting the media file:

Display controls: (Windows Media Player, QuickTime)
You can use these to view the control bar.

Display status bar: (Windows Media Player)
If this setting is activated, the playback status and file expiration time will be
displayed.
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
Sound channel: (Audio Object)
This parameter determines which channel is used for sound.

Quality: (Flash)
The playback quality of the inserted film can be defined for flash files. This makes it
possible to reduce the file load times. Use the drop-down list to select an appropriate
quality.

Window Mode: (Flash)
Window mode affects the display of the background and the performance when
playing a Flash animation.

Start automatically: (QuickTime, Audio Object)
Activate this parameter if the file playback is to be started automatically after the
book page has been opened. If this setting has been deactivated, the learner needs
to start the media file manually.

Repeat: (QuickTime, Audio Object)
Activate this parameter if the object is meant to start again after being played back.

Scaling technique: (QuickTime)
This parameter modifies the size scaling of the inserted media file. Use the dropdown list to select an appropriate scaling.
Note:
The audio object itself does not have a control option but is only responsible for playing
audio files. It is thus also an empty object not visible on the book page. You can learn how
to create controls for the audio object in the respective chapter.
Creating a Flash button
Flash buttons are inserted to increase the design options available for book page controls.
This is done using the Flash animation object. You can do this both by inserting Flash files
containing predefined links as well as Flash files to which a link in the book page has been
assigned.
This is how you create a Flash button:
1. Insert a Flash object using insert Flash animation and select a Flash file. Please also
note the section on integrating media files.
2. Then select the Edit link... button in the parameter Link to.
Note:
Assign only one link in the book page editor to the Flash button if the Flash film
does not already contain a link assigned to it when it was created in a Flash
animation application.
3. You can now use the dialog box to select an item of content in your Workarea or
specify an external link in the Available area. Confirm the dialog by clicking on OK.
Flash buttons can only be inserted in a book page and linked to one at a time.
Object editing
Various parameters and functions are available for the inserted objects, which you can use to
edit the design and positioning of individual and multiple objects.
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Editing parameters
There are various parameters available in the object Editor for editing objects. These depend
on the object in question:

Name:
A name is automatically allocated to each object when it is inserted into the book.
The name is customizable and its purpose is for internal use. The name will appear
in the list of objects and when actions are assigned to it.

Background Color:
This value can be used to define an object's background color. The Select color...
option can be used to define an appropriate value.

Border:
Defines the width of the border. The value is defined in pixels. If no border is to be
displayed, the value is to be set to "0".

Border Color:
This parameter determines the color of an object's border. The Select color...
function can be used to define a corresponding value in the RGB or HSV color space
or as a hexadecimal value. Ensure that you have previously specified a width for the
border so that it is actually displayed.

Padding:
The parameter Padding defines the internal spacing between the border and the text
or image. The value is defined in pixels.

Scrolling Text (text field, active surface):
When this setting is enabled, text that is inserted will be displayed as scrolling text on
the book page. The scroll movement goes from right to left.
Formatting texts (Area: Text Style Defaults)

Font:
The Parameter identifies the text font. The default setting for this is Arial.

Font Size:
This parameter defines the font size. The value is defined in pixels.

Font Color:
This value can be used to define an object's text color. The Select color...
option
can be used to define a corresponding value in the RGB or HSV color space or as a
hexadecimal value.

Alignment:
This parameter determines the alignment of the text in the text field. The default
setting for this is left. The alignments right and center are also available in the dropdown list.

Vertical Orientation:
This setting defines the vertical orientation of text. The text orientation is set by
default to Top.
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Settings
The Settings area makes it possible for you to edit your personal user information and your
individual settings. To provide a better overview, this area is divided into the sub-areas User
Information and User Settings. These can be accessed using tabs.
Please keep in mind that not all of the settings described here may be available as a result of
your privileges.
User Info
This area enables you to edit the saved values for your user profile. Please take care to enter
a valid mail address, since you won't be able to get notifications for assignments or object
changes without.
The following possible settings are available to you:
Setting
Description
Last name
Your last name.
First name
Your first name.
Middle names
Any other first names.
E-Mail
Enter your e-mail address in this field, or
change it if so required.
Phone
Enter your telephone number in this field, or
change it if so required.
Interface language
In the drop-down menu, select the language
in which you would like the application
interface to be presented.
Password
The password you use to log on.
Password
Repetition of the password you have
entered to ensure it has been entered
correctly.
User Settings
You can define individual options for your user account in the User Settings area.
General user settings
You can delete all of the settings defined for your user account by clicking on the Delete All
button. This affects all of the settings available to you that were saved for your user account,
e.g. the status of your most recently viewed pages, your filters saved in the task overview and
more.
Workarea options
Setting
Explanation
Show Save dialog to switch objects with
unsaved changes
Defines whether the complete Save dialog is
displayed when closing an object with
unsaved changes or the content changes
should be saved without having to reenter
allocation, status and comments.
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Automatically return write access to the
superordinate object when deleting an
object
Defines whether the write access to this
superordinate object should be
automatically returned after the object is
deleted.
Automatically obtain write access to the
superordinate object when deleting an
object
Defines whether the write access to the
superordinate object should be
automatically obtained for this action when
deleting an object.
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Security settings
Security settings
The Manager gives you various options for tailoring work with the web application and
communication between the client and server to your individual security requirements.
There are also already security functions implemented by default that prevent unauthorized
access or manipulation of your content. These include, for example, a function that detects
malicious code implemented in content as well as a function that grants workarea-specific
read and write access.
The following sub-chapters describe various options that you can use individually or in
combination to achieve the best possible data security to meet your needs.
Origin restrictions for administrative roles
The Administrator IP Ranges server setting lets you restrict access to specific network
addresses/address ranges from roles with admin permissions. This allows you, for example,
to permit access from these types of roles only from within the internal company network.
Enter the IP address as described below:
As a list of IP addresses
Enter individual IP addresses separated by a comma, e.g.
192.168.1.1, 192.168.1.2, 192.168.1.3
The following additional options are also available when entering IP origin ranges.

Entry of sub-networks
You can specify sub-networks by entering the length notation, e.g.
192.168.1.10/24

Using wildcards
You can structure IP addresses dynamically using the wildcard character, e.g.
192.168.1.10*
Note:
Please keep in mind that if this function is activated, users can only access the server from
specified origin IP addresses once they have been assigned admin permissions.
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Security settings
Separating content and administrative tasks
The server-side detection and removal of malicious code implemented in content can also be
supported by separating content and administrative tasks.
In this case, after the Filter content permissions if user has admin permissions function has
been activated, the workarea view is no longer displayed for users with admin permissions
(e.g. administration of server settings and meta information such as status, milestones, etc.).
If the user still needs access to content, a second user account without admin permissions
must be created for this user. The user then logs in separately with this profile to view or edit
content.
Note:
If the user account is issued admin permissions when content separation is activated, the
Producer-side connection to the login data of this user account is prevented. As a result,
make sure that if you activate this function at a later time, you inform users with admin
permissions that it is necessary to return write permissions to prevent data inconsistencies
resulting from write permissions kept in local workarea copies. These can then no longer
be returned or are lost when the user logs in with another user account.
Password restrictions
User login information is more difficult for attackers to elicit if different character sets are used
in longer character sequences. If you use password restrictions, you require users to comply
with predefined security criteria when entering a password and prevent passwords that are
easy to remember and also easy to crack from being used.
The following restrictions are available to you in the server settings:

Minimum password length:
Indicates the minimum character length of the password. If you enter 0, user
accounts may be created without passwords.

Password must contain number:
Indicates that the password to be entered must contain at least one numeric
character (0-9).

Password must contain special character:
Indicates that the password to be entered must contain at least one special character
(&,$,...).

Password must contain lower and upper case letters:
Indicates that the password to be entered must contain at least one upper and one
lower case letter.
Note:

The password restrictions do not apply for passwords from LDAP-supported user
profiles because, in this case, the Active Directory server administrates the user
profiles and their security criteria.

The password restrictions do not affect passwords in user profiles that have
already been created. The restrictions only apply to these profiles when the user
changes the password.
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Security settings
Applying restrictions to Excel import
Password restrictions can also be applied when importing user data in an Excel file. To do
this, activate the use password policy option above the path entered for the Excel file.
As a result, all users whose passwords violate the restrictions in the Excel file are imported
as inactive users. They must be manually activated and a new password issued.
Browser settings to use single sign-on
To gain browser-side support of single sign-on functionality you have to adapt your browser
settings. Please read specific subchapter according to your favorite browser.
Settings for Mozilla Firefox
Open the advanced browser configuration by entering about:config in the address bar.
Search for the setting network.negotiate-auth.trusted-uris and enter the name of the server or
the server domain.
Settings for Internet Explorer
Open the browser settings by clicking Tools > Internet settings and make the following
changes:
1. Open the Advanced tab. Activate the option Integrated Windows Authentication
under Security.
2. Open the Security tab and click Local intranet. Click the Custom level button and
select Automatic logon only Intranet zone under User Authentication > Logon. Close
the dialog box and click OK.
3. Click the Sites button in the dialog window that opens and select Advanced. Enter
the IP address of the host name of the server where Manager is installed in the
upper input box. If the input box is not available for entry, contact your network
administrator to add it to the listed values.
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