SAP Workforce Performance Builder 9.2 Manager Manual

SAP Workforce Performance Builder 9.2 Manager  Manual
Manual
Workforce Performance Builder
Document Version: 1.0 – 2013-10-11
SAP Workforce Performance Builder 9.2
Manager
CUSTOMER
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Textual cross-references to other documents.
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EXAMPLE
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are surrounded by body text, for example, SELECT and INCLUDE.
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names of variables and parameters, source text, and names of installation, upgrade and
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EXAMPLE
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Typographic Conventions
Table of Contents
1
1.1
1.2
1.3
1.4
1.5
SAP Workforce Performance Builder Manager ......................................................................................... 4
Introduction ..............................................................................................................................................................4
1.1.1
Technical Support ................................................................................................................................... 5
1.1.2
Additional Documentation......................................................................................................................6
1.1.3
Browser Requirements for the Manager ............................................................................................... 7
1.1.4
Playback Settings .................................................................................................................................... 7
1.1.5
Notes to the Manager editions ............................................................................................................. 18
Basic information ................................................................................................................................................... 19
1.2.1
Write Token ............................................................................................................................................ 19
1.2.2
Roles and permissions ......................................................................................................................... 20
1.2.3
Self-registration.................................................................................................................................... 20
1.2.4
References ............................................................................................................................................. 21
1.2.5
Version control ..................................................................................................................................... 23
1.2.6
Content Distribution............................................................................................................................. 24
Areas ...................................................................................................................................................................... 25
1.3.1
Workareas ............................................................................................................................................. 26
1.3.2
Administration .......................................................................................................................................47
1.3.3
Tasks ..................................................................................................................................................... 90
1.3.4
Learning Reporter ................................................................................................................................ 95
1.3.5
Learner view......................................................................................................................................... 112
1.3.6
Bookpage Editor ...................................................................................................................................117
1.3.7
Settings ................................................................................................................................................ 136
Security settings .................................................................................................................................................. 138
1.4.1
Origin restrictions for administrative roles ....................................................................................... 138
1.4.2
Separating content and administrative tasks ................................................................................... 139
1.4.3
Password restrictions ......................................................................................................................... 139
1.4.4
Browser settings to use single sign-on..............................................................................................140
Landscape enhancements .................................................................................................................................. 141
1.5.1
Connect with Solution Manager ......................................................................................................... 141
SAP Workforce Performance Builder 9.2
Table of Contents
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1
SAP Workforce Performance Builder
Manager
1.1
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.
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1.1.1 Technical Support
Please use the SAP Message Wizard on the SAP Service Marketplace to submit your incidents on the following
components:
o KM-WPB // Workforce Performance Builder
o KM-WPB-PRO // Workforce Performance Builder – Producer
o KM-WPB-IPR // Workforce Performance Builder – Instant Producer
o KM-WPB-MGR // Workforce Performance Builder - Manager
o KM-WPB-NAV // Workforce Performance Builder - Navigator
o KM-WPB-CXH // Workforce Performance Builder - Context Sensitive Help
o KM-WPB-APR // Workforce Performance Builder - Application Profiles
If you are not familiar with the SAP Service Marketplace, please read the following information:
o 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‘.
o 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.
o 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.
o 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.
o In case of problems with SAP Service Marketplace contact you local Customer Interaction Center.
An online webform is available on www.service.sap.com/supportcenters. This webform should be used
for all written communication with your local customer interaction center. More Details about Message
Processing, Support Adresses and Hotline Numbers can be found here:
http://service.sap.com/sap/support/notes/560499
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.
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1.1.2 Additional Documentation
If you are searching for specific information that is not contained in this user help, you can find additional
documentation like installation, security and operations guides as well as further information links on the SAP
Help Portal.
http://help.sap.com/wpb
Note
Some documentation may require you to enter your SAP customer login.
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1.1.3 Browser Requirements for the Manager
The following browser requirements are to be considered to ensure an error-free use of the Manager interface.
Browser
Version
Operating system
Internet Explorer
7.0 – 10.0
Windows Vista or Windows 7
Firefox
3.6, 8.0 – 10.0
Windows Vista, Windows 7 or Mac
OS X 10.5.x
1.1.4 Playback Settings
A few changes to the settings of your browser are required, to ensure that your browser works perfectly with SAP
Workforce Performance Builder functions.
The playback functions require the following settings in every browser:
Requirement
Why?
Enabled Javascript
All functions are based on the use of Javascript. You
must enable Javascript.
Deactivated pop-up blocker
No matter which pop-up blocker you use, you must
disable the blocking of Pop-ups for the location you
are loading your contents from. Read the chapters on
specific browsers for instructions on how to disable
built-in pop-up blocker functions.
Activated cookies
The attributes and settings for displaying and
executing library, trainer and book reader are stored
in cookies. You should therefore activate cookies in
your browser to ensure that these functions run
correctly.
Recommendation
In some cases Flash contents are displayed incorrectly. If this problem occurs, uninstall and reinstall the
Flash plugin (do not simply update).
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1.1.4.1
Browser Requirements
The following requirements are to be considered to ensure an error-free use of the trainer, library and book reader
functionalities, thus ensuring that contents are played back successfully.
Browser
Version
Operating system
Internet Explorer
7.0 – 10.0
Windows Vista or Windows 7
Firefox
3.6, 8.0 – 10.0
Windows Vista, Windows 7 or Mac
OS X 10.5.x
Safari
4.0 – 5.1
Windows Vista, Windows 7, Mac
OS X 10.5.x
Supported mobile platforms
Content playback will also run in the default browsers of the following mobile device platforms.
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Platform
Version
iOS
iOS 5 and higher
Android
4.1 and higher
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1.1.4.2
Settings for Internet Explorer
To enjoy a flawless experience of the trainer, library and book reader functions, you may have to enable additional
security settings in Internet Explorer.
Note that your configuration requirements are highly dependent on the location you are playing your contents
from. This is due to the zone model in Internet Explorer (see the next chapter for more details). However, all
functions will run almost perfectly using the Internet Explorer default settings.
Note
If you are using Internet Explorer 8 or 9, ensure that you deactivate the standard use of Compatibility
Mode to avoid display problems. To do so, open Tools >Compatibility View Settings (in Internet Explorer 9
press ALT to display the toolbar) and deselect one or both of the following parameters, depending on your
location you are playing back contents from.
o Display all websites in Compatibility Mode
o Display intranet sites in Compatibility View
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1.1.4.2.1
Basic Setup
Note
The settings configuration as handled in this chapter is based on the assumption that you use Internet
Explorer's default settings and default security levels. If you use a custom security level, read the chapter
Custom Setup to ensure your settings match the requirements.
Playback of contents located on the Internet/intranet
1.
To apply Internet Explorer Security Settings, open Internet Explorer and navigate to the Internet Options
command in the Tools menu.
2.
Click on the Tab Security and select Local Intranet or Internet, depending on where your lessons are
located.
3.
Click on Custom level... to open the Security Settings dialog. Enable the settings shown below.
1.
Contents located on your intranet (Default security level: Medium-low)
Section/Setting
Set to
Why?
Enable
Playback videos and animations
embedded in book pages and
quizzes directly with the browser,
without loading an installed media
player.
ActiveX controls and plug-ins
Display video and animation on a
webpage that does not use external
media player
2.
Contents located on the Internet (Default security level: Medium-high)
Section/Setting
Set to
Why?
Enable
Playback videos and animations
embedded in book pages and
quizzes directly with the browser,
without loading an installed media
player.
Enable
Display lesson modes in trainer
and book pages in book reader with
correctly positioned control
ActiveX controls and plug-ins
Display video and animation on a
webpage that does not use external
media player
Miscellaneous
Allow script-initiated windows
without size or position constraints
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Section/Setting
Set to
Why?
elements.
Allow websites to open windows
without address or status bars
Enable
Display the frameless top-mostwindow of the Concurrent Mode.
Recommendation
In Internet Explorer 9, turn off the Protected Mode for the network zone that is the source of the contents.
This ensures correct window handling for links that open content in a new window. Not doing so might
result in the window being opened in full screen mode, without the possibility to close the lesson before it
is finished.
Note
Using Internet Explorer 8 you have to activate the Protected Mode for your Intranet Zone to gain full
playback functionality for contents played back from Intranet Zone.
Playback of local contents
If your contents are stored on a local hard drive or if your contents were delivered on a CD/DVD, you have to allow
active contents to be run locally.
1.
Open Internet Explorer and navigate to the Internet Options command in the Tools menu.
2.
Click on the Advanced tab and scroll to the Security section. Enable the settings as described in the
following table.
Section/Setting
Why?
Allow active content to run in files on My Computer*
Playback contents from your local hard drive(s). This
is especially important if you want to preview your
authored contents from Producer or Instant
Producer.
Allow active content from CDs to run on My Computer*
Playback published contents on CD/DVD.
Common settings
o Configure Internet Explorer's pop-up blocker
The pop-up blocker needs to be deactivated to display lessons in the trainer.This option can be accessed
using the Tools -> Pop-up blocker menu.
Alternatively, you can input the corresponding URL in the pages that are enabled for pop-ups, in the Popup blocker settings.
o Print the stop page
To print the stop page of the trainer correctly you have to allow background elements to be printed. You
will find the relevant settings as follows:
o Internet Explorer 7:
Go to Tools -> Internet options and click the Advanced tab.Scroll down to the Printing section.
Activate the setting Print background colors and images.
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o Internet Explorer 8 and higher:
Press the key ALT to display the menu bar. Select File > Page Setup and activate the setting Print
background colors and images.
1.1.4.2.2
Custom Setup
Using a custom configuration hat has been modified by you or your company’s network policy might result in
problems when playing back contents.Check that your security settings match the settings in the following table
and check that the additional settings (listed below the table) are configured correctly.
Recommendation
o Note the dependencies given to different content types and the necessary settings.
o Ensure that you configure these settings for the correct zone (where your contents are located).
Security settings
1.
To apply Internet Explorer Security Settings, open Internet Explorer and navigate to the Internet Options
command in the Tools menu.
2.
Click on the Security tab and select Local Intranet or Internet, depending on where your lessons are
located.
3.
Click on Custom level... to open the Security Settings dialog. Enable the settings for the functions you use.
See the following table for function-specific settings.
To avoid display errors, column headers are displayed with a numeric icon that represents one of the following
functions/content types:
- library
- demo, test and practice mode
- concurrent mode
- book pages
- quizzes
Section/Setting
Set to
ActiveX controls and plug-ins
Binary and script behavior
Enable
Display video and animation on a webpage that does not use
external media player
Enable
x
x
x
x
x
x
x
x
Miscellaneous
Allow script-initiated windows without size or position
constraints
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Enable
x
x
x
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Section/Setting
Set to
Allow websites to open windows without address or status
bars
Enable
Submit non-encrypted form data
Enable
x
x
x
x
x
x
x
x
x
Scripting
Active scripting
Enable
x
Additional settings within the Advanced Tab
Settings on the Advanced tab might block playback functions, regardless where the contents are stored. Check
the table below if you experience problems not described in the previous settings table.
1.
Open Internet Explorer and navigate to the Internet Options command in the Tools menu.
2.
Click on the Advanced tab and configure the settings as described in following table.
Section/Setting
Set to
Why?
Enable
Enable audio lessons and
automatic playback of book page
sounds.
Multimedia
Play sounds in webpages
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1.1.4.2.3
Internet Explorer’s zone model
Security settings are divided into specific zones in Internet Explorer. Internet Explorer distinguishes between four
zones: Internet, Local Intranet, Trusted sites and Restricted sites. It is possible to configure the settings in detail for
the permitted actions within each zone. In corporate networks, it is generally the administrator who configures
these settings in accordance with the company policy. Otherwise, users may also define the settings themselves.
A document is assigned to a specific zone based on two characteristics:
o Path / URL for documents – The paths/URLs for documents can be configured in Internet Explorer for
each of the four zones (Internet, Local Intranet, Trusted sites and Restricted sites). All other paths/URLs
are automatically allocated to the zone Internet.
o The file's source (when downloading via the Windows file system) - When a document is downloaded from
an external source, the zone that the file was in upon downloading is automatically allocated to the file. In
this case, Internet Explorer’s security settings for the zone (ZoneID) detected in the file will apply.
Caution
To ensure that everything runs smoothly, it is recommended that you verify that the security zone
settings for the server as well as for the published lessons and the trainer on the end user's side allow the
lessons to be played back without any problems.
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1.1.4.3
Settings for Mozilla Firefox
The following settings are required for a flawless playback experience in Mozilla Firefox.
1.
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.
Setting
Set to
Block pop-up windows
Deactivate
Activate JavaScript
Enable
Advanced JavaScript settings
Click on the Advanced button to open Advanced
JavaScript settings. Activate the following options:
o Position window before or after other windows
o Hide status bar
o Change status bar text
2.
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.
Enter setting name into Search field. A setting can be activated by double-clicking on it. It is then displayed
in bold text and the value true is set.
The following settings are to be set to the value true:
Setting
What does it do?
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.
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.
3.
Printing the stop page
To print the stop page of the trainer correctly you have to allow the print of background elements. Activate
the setting Print background (Colors and Images) which is to be find within the page setup dialog under
File -> Page setup.
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Note
o Caused by the settings that have been activated, you will face a security message when starting the
library or a lesson in the trainer. Confirm this message with Allow.
Activate the option Remember this decision so that the security message will not be displayed each
time the library starts.
o The default 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/enUS/firefox/browse/type:7
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1.1.4.4
Safari Settings
The following settings are required for a flawless playback experience in Safari.
1.
Playback settings
Open the browser's settings dialog using the Edit -> Preferences menu. In this menu, select the Security
area and apply the following settings:
Section/Setting
Set to
Security
Activate JavaScript
Activate
Block pop-up windows
Deactivate
Privacy
Block cookies
2.
From third parties and advertisers
Printing the stop page (OS X only)
To print the stop page of the trainer correctly you have to allow the print of background elements. Activate
the option Print background in print dialog.
1.1.4.5
Settings on iPad
Specific browser settings are required for trouble-free display on an iPad. Tap Settings > Safari to change
settings:
Section/Setting
Set to
Privacy
Accept Cookies
Always or From visited
Security
Block Pop-ups
Disable
Note
o To use the trainer, library and book reader functions on an iPad, you need an active Internet
connection with access to a central server hosting the published content.
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o Playback performance relies on connection speed. If the connection is too slow, images might not be
loaded in time.
o The iPad does not support Adobe Flash and therefore book elements containing flash animations are
not displayed.
1.1.5 Notes to the Manager editions
The SAP Workforce Performance Builder Manager 9.2 is provided as Microsoft Edition and as Oracle Edition.
Since functional differences exist between both editions you will find notes within this help, declaring the
availability of the described function within respective edition in case they editions differ.
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1.2
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.
1.2.1 Write Token
To avoid mistakes caused by users updating objects while other authors are simultaneously working on objects
stored on the server, it is necessary to provide every object stored on the server with a write token. You can
acquire the write token of an object directly in the Manager or you can load it in the Producer.
The write token is linked to a location and not to the user.This means that a write token that has been given to
your locally installed Producer is not available in the Manager at the same time. It can only be retrieved by one
author location at a time for editing and has to be returned when editing is complete. During the time when an
object's write token is issued to an author location, the object can only be read by other authors, but not edited.
The status of the write token is indicated in the header area of the object editor. Three object states are available:
o The write token of the object is available
The button on position
will be displayed as Start editing.
o The write token of the object is owned by another author or location
The button on position
will be displayed as Restore WT. On the left of the button
the location (local
machine) or user (in Manager interface) is displayed, which the Write token has been given to.
o The write token is owned by you
The button on position
will be displayed as Finish editing.
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1.2.2 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.
1.2.3 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.
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 selfregistration have to be assigned manually at a later date in the administration system.
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1.2.4 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 Unsorted. 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 subobjects. 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 Unsorted.
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 Unsorted can now be saved on the server, found again within the
Unsorted 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
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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 Unsorted 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.
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 substructure.
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.
o 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
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saving the superordinate object German learning content. If you want to keep the sub-elements, you
can find them in the Unsorted.
o 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.
o 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 Unsorted.
Caution
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.
1.2.5 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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1.2.6 Content Distribution
The Manager offers several ways to distribute your published learning contents to the learners. Depending on
your scenario and your plans about when to involve the learners, the following options are available:
User creation
The initial method to distribute contents to your learners is a notification e-mail on user creation. Once you create
a user, an e-mail with the corresponding credentials will be sent out to the user. This notifies the user about the
availability of a learning scenario on the Manager instance. If assignments have already been set, the learner will
see them immediately after logging in.
However, you should note that this notification is only sent when a user has been created manually in the
Manager interface. Importing user structures by Excel or LDAP import does not send out notification e-mails.
Broadcast
Once you have created contents and assignments, you can use the broadcast function to notify your users about
the new learning contents. Just go to Administration > Broadcast, write a message containing the address of your
Manager instance and select users, roles or organizational units as recipients. You can also use this function to
notify your users about content updates or anything else.
QR Code
This function generates QR codes that can be easily read with a suitable reader on a mobile device. This enables
your users and authors to share content links easily and, moreover, to access learning contents at the exact
location where the knowledge is required, for example, when they have to use a newly purchased industrial
machine. Just display the QR code for an object by clicking the QR Code button (top of the object editor displayed
on the right) or in the relevant course in the learner view. Print it out and stick it on the new machine and every
user will be able to access the relevant learning contents for the machine on their mobile device. However, you
should first verify that contents propagated by QR codes have been already published.
Finally QR codes will assist you as an author to check your contents which you prepared for mobile playback. It is
not necessary to type in a long address on the virtual keyboard - simply scan the code and your contents will be
displayed or played back.
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1.3
Areas
The following chapters introduce the different areas of the Manager and explain their structure and functionality.
Note
The availability and functionality of various areas is based on your set of permissions. Contact your
administrator or project manager to gain access and edit permissions for areas which are not available to
you but might be necessary for your work.
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1.3.1 Workareas
The menu item Workareas enables you to access and switch between the workareas on your Manager instance,
provided that you have the relevant permission.Each workarea is displayed in the project explorer and enables
you to view, structure and edit the workarea itself and its contained objects.
Switching Workareas
To switch between workareas, click on the expansion button
adjacent to the menu item Workareas. A
dropdown list will show you the available workareas. Click on a list entry to display the workarea.
The project explorer
The project explorer is split into the tree view
side.
on the left-hand side and the object editor
on the right-hand
These parts offer you different possibilities to work with objects.
1.
2.
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Tree view
1.
Find and select objects (see chapter Filter displayed objects)
2.
Edit workarea structure (see chapter Move objects)
object editor
1.
Edit properties of selected objects (see chapter Tab overview)
2.
Manage and assign object tasks (see chapter Tasks tab)
3.
Manage object assets (see chapter Assets tab)
4.
Manage objects versions (see chapter Header area)
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5.
Preview objects (see chapter Header area)
6.
publish and assign objects (see chapter Courses tab)
7.
Perform recursive actions on objects and subordinated objects (see chapter Header area)
8.
Create and delete objects (see chapter Header area)
1.3.1.1
Project explorer objects
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.
o Resource group
o Resource
My Unsorted Objects
The My Unsorted Objects 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 learning content available within the workarea.
Group
Project: Simulation
Modes
Documents
Project: Context-Assistant
Modus
Book
Book page
Master document
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Text unit types
General
Task
Concept
Reference
Subsystem
Component
Function
Requirement
Problem
Error
Task
Unsorted
Unsorted are where workarea objects that are not assigned to any base group are filed.
Trash
Within the object Trash all deleted objects are filed.
Note
The scope of the displayed objects depends on your assigned permissions and may therefore vary.
Caution
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.
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1.3.1.1.1
Unsorted
The group Unsorted
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.
1.3.1.1.2
My Unsorted Objects
As with the group Unsorted, the group My Unsorted Objects
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 Unsorted 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.
1.3.1.1.3
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.
1.3.1.1.4
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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1.3.1.2
Tree View
The tree view displays the object structure of the workarea and enables you to select objects for editing. You can
also filter objects that fulfill specific criteria and reorder the object structure.
Read the following chapters to get an overview of the possibilities in the tree view.
1.3.1.2.1
Filtering Displayed Objects
The filter for tree objects is located above the tree view of the project explorer. It enables you to filter the displayed
tree by object-specific criteria.
Every defined filter is stored as a filter set, which is quickly available later on.
Note
This function is not supported in the Oracle Edition.
Text search
Objects can be initially filtered by a string. Just click the search field, enter the search phrase you are looking for
and press RETURN. A list of search matches will be displayed instead of the object tree.
Advanced Filter
To display the advanced filter dialog, click the down arrow symbol in the filter input field. A screen appears with
the following options for filter creation:
Parameter
Description
Filter name
Specify a name for the filter to be created. We
recommend that you use an unambiguous name so
that you can identify the correct filter later on. This
field is mandatory.
Status
Select one or more statuses from the dropdown list by
activating the relevant checkboxes.
Author
Select one or more users from the dropdown list by
activating the relevant checkboxes.
Assigned to
Select one or more users from the dropdown list by
activating the relevant checkboxes.
Priority
Select one or more priorities from the dropdown list
by activating the relevant checkboxes.
Type
Select one or more types from the dropdown list by
activating the relevant checkboxes.
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Parameter
Description
Milestone
Select one or more milestones from the dropdown list
by activating the relevant checkboxes.
Entity Type
Select one or more entity types from the dropdown
list by activating the relevant checkboxes.
Workflow
Select one or more workflows from the dropdown list
by activating the relevant checkboxes.
Target date
Specify a date or date range. Clicking the input area
displays the calendar picker to select a date. You can
also enter the date manually in the format yyyy-mmdd.
Fulltext Search
Enter a search phrase to search for. The fulltext
search will search for this phrase within all text
contents readable by the search index.
Once you have defined the criteria for your filter set, click the button Filter to display the list of matching objects.
Quick selection of defined filter sets
Once you have defined a filter, it will be available as a list entry when you click the down arrow button in the
search field. For each defined filter, the menu items edit
and delete
are shown on the right of the entry. Use
these items to manipulate the criteria of an existing filter or to discard the filter.
Availability of filter sets
Filters are private sets. Every defined filter set is stored individually by user and by the workarea it has been
created in.
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1.3.1.2.2
Filtering Objects by Tags
The display of workarea objects in the tree view of the project explorer can be filtered by tags. This allows you, for
example, to view all currently published objects at a glance (by selecting the published tag).Since tags are bound
to versions, all displayed objects in this case are shown in the version in which they are published. This applies to
each tag you set up for the current workarea and assignto objects. Read more about creating tags in chapter
Workareas / tags.
To display objects by assigned tags, click the dropdown list in the upper right corner of the project explorer (where
the entry - without tag is displayed). Select the tag you want to filter by.
The object tree
will now only display objects with the tag you selected. Each object will be displayed in the
version the tag has been assigned to.
Note
Since earlier versions of an object might have different references or parental objects might not have the
selected tag, your relevant objects might not be shown in their current position in the object tree. Instead
they might be shown in the Unsorted node. This especially applies to rarely assigned tags.
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1.3.1.2.3
Moving Objects
You can use drag & drop to rearrange your object tree as required. However, you need the relevant write tokens to
edit objects and the structure. Note the following prerequisites for moving objects in the object tree.
o You must own the write token for the parental object of the object you want to move.
o If you want to move your object to another parental object, you must own the write token of this object as
well.
o You do not need to own the write token of the object you want to move.
1.
Click the object you want to move to activate it. Release the mouse button after clicking.
2.
Click the object a second time leaving the mouse button pressed down
3.
Move the object towards the new position. When you drag an object, a small arrow symbol appears beside
the cursor informing you where you can drop the object (num.2). If the cursor displays a warning symbol
instead , you cannot drop the object at the current position.
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1.3.1.3
Object Editor
The object editor provides you with all the relevant information and options for the object currently selected in the
Project explorer.
The view of the object editor is divided into the header area
and display areas of the respective tabs .
With a small set of exceptions, you can only edit the properties if you hold the write token of the object.
1.3.1.3.1
Header Area
The following options are available to you in the object editor header area:
1.
The version display
The version display shows you the current version of the object. If the object has been published, there will
be a note behind the version number.
2.
The action menu
Next to the version display is the action menu offering you the following options:
1.
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Quick publishing
If the object has not yet been published, choose publish from the menu to publish the current object
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version. If another version of the current object already has been published, it will be replaced by
current version.
3.
2.
Quick unpublishing
If the object has been published, choose unpublish from the menu to unpublish the current object.
3.
Version/tag management for the current object
The menu item Versions / Tags launches the dialog box for managing versions and tags. This shows
you a list of the versions of the current object (as well as the tags assigned in the versions) and enables
you to display and edit the respective versions and their assigned tags.
1.
Click on a corresponding list entry or the corresponding link show version to display the selected
version in the object editor and edit it if necessary. In this case the dialog window closes automatically.
2.
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 changes to all subobjects and send a message to object observers
informing them of the change you have made.
Start or finish editing
This button enables you to check out or return the write token, which is needed to edit the object. If the
write token has been assigned, the location or user currently holding the write token will be shown next to
this button. In this case, the button will be displayed as Restore WT. This function will discard the assigned
write token and create a new one that is available immediately (for example, the other author is
unavailable for a couple of days and the content has to finished in time).
Note
Restoring the write token will discard the validity of content being edited by another user. Therefore this
first user cannot save any changes to the server or give back the obtained write token, since it is not valid
anymore. Use this function with caution to avoid invalidating contents during the content creation
process. The user holding the newest write token is not notified about the danger of invalidating the first
user’s write token. The first user is not notified about losing the write token.
4.
Preview
The preview button slightly differs depending on the displayed object type. Two variants may appear:
1.
As library in order to preview the content within the library
2.
As Play to launch a book or a book page directly within the book reader.
5.
QR code
This button displays a dialog box showing you the QR code used to call the current object directly. The
successful use of the QR code depends of course on the object’s publish status and the user’s role and
permissions.
6.
Desktop Assistant
This button appears only for groups with the subtype Desktop Assistant. Click it and your browser will
download the corresponding *.dnt file to be started by your local installation of the Navigator.
7.
Delete
By using the dropdown Delete, you can put objects or object trees into trash. Two options are available:
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8.
36
1.
Delete
Moves the current object to trash. If the object has subordinated objects, these objects will be moved
into Unreferenced Entities since there is no superior reference anymore. You can also find all these
objects in My Unreferenced Entities (where it is easier and quicker to search for objects whose
references you have discarded).
2.
Delete (tree)
Moves the current object and all subordinated objects to trash.
More...
This dropdown menu provides you with several actions to be processed recursively on all subordinated
objects. The following actions are available:
1.
Start editing all objects
Get the write token for current object and subordinated object tree.
2.
Finish editing all objects
Return the write token for current object and subordinated object tree.
3.
Restore all write tokens
Discard assigned write token for current object and subordinated object tree.
4.
Publish (all objects).
Publish current object and subordinated object tree.
5.
Unpublish (all objects).
Unpublish current object and subordinated object tree.
6.
Select Workflow...
Define a workflow for current object and subordinated object tree. A dialog box appears where you can
decide if subordinated objects with an individual workflow should keep this workflow.
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1.3.1.3.2
Tab Overview
The overview part displays the object properties the same way as they are shown in the Producer. The number of
displayed properties can be set by switching between two layout modes:
o Standard layout
Displays only a basic set of properties.
o Advanced layout
Displays all available object properties.
The display mode can be switched by using the down arrow symbol in the upper right corner of the overview area.
Editing properties
All properties displayed within the overview tab can only be edited if you own the write token. Click the Start
editing button.
Some of the parameters are the same for all objects:
Parameter
Description
Caption
The name of the object displayed in the object tree
and the heading in the library or various output
formats of the Producer.
Language
The language of the object and its contents.
library autostart
The library autostart parameter allows a particular
mode, book page or document to be started or
opened automatically when selecting a lesson in the
library. This function is useful, for example, if you only
want one mode be displayed in the library for a lesson
or if you want to highlight a particular mode or
particular document. When the mode has been
terminated or the document closed, the user is free to
select the project content as usual.
This function can also be defined for groups, for
example, in order to display a document or book page
when selecting the group.
To select an object, click on the select insert link...
button
. A dialog displaying the project modes and
available documents will then open. Select the
corresponding object and confirm by clicking on OK.
The selection will now be displayed in the text field of
the setting.
If you would like to remove an assignment after you
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Parameter
Description
have made it, you can do so using the delete button
.
Hide
Use this parameter to hide the object in the learner
view, regardless of its published status. Hidden
objects are displayed within the workarea tree as
grayed out objects.
Short Description
Use the short description to write a short introductory
text to the description. This makes it much easier to
introduce your users to the current topic and its
requirements.
Description
Use the description to present more details about the
topic to your users. If the object is the root object of an
assignment in the learner view, the description is used
for presenting the course.
Keywords
You can specify keywords for an object in the
Keywords parameter. The student can use these to
search for specific learning content in the library or in
the book reader.
The Keywords parameter can be unhidden by means
of the advanced functions. To define several search
terms, you should separate them by a semicolon (for
example, search_term1; search_term2).
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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.
Up above the html/text area several drop-down selections and toolbar items provide you with content editing
functionalities. See following descriptions for each item.
Drop-down selections
Using the drop-down selections at the top of the html editor you can change text style and size as well as you can
apply predefined styles from the Text style resource.
Drop-down selection
Font family
Font size
Paragraph Styles
Description
Set font family
Set font size (in px)
Apply a paragraph style on selected paragraph.
The selected style will be applied on the whole paragraph the cursor is recently
placed in (<p>-tag in source view).
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Drop-down selection
Description
Inline Styles
Apply an inline style on selected range.
The selected style will be applied only on the currently selected range or the word
which begins directly behind the cursor. If the cursor is followed by space nothing
will be applied.
Block Styles
Apply a block style the selection will be enclosed in.
The selected style will enclose your selected range by a <div>-tag.
o If you select a range all paragraphs between previous block element and
next block element will be enclosed (use to separate your content into
different box elements).
o If you just place the cursor in the text without any selection, the parental
paragraph will be enclosed by the box element. In case you have no other
box elements specified yet the newly created box element will be moved
to the lower end of the text area.
Table Styles
Apply a table style to insert a table based on your style selection.
Selecting a table style will create a 2x2 cells table previously to the paragraph with
the current cursor position or current selected range.
Toolbar Icons
The toolbar icons offer you a variety of formats and enhancement options:
Element
Description
Toggle selected text range between bold and regular
Toggle selected text range between italic and regular
Toggle selected text range between underlined and regular
Remove format from selection
Set text alignment for currently selected paragraph
o Align left
o Align centered
o Align right
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Element
Description
Begin list at recent cursor position or switch currently selected paragraph to list
item
o Bullet list
o Numbered list
Set text indent
o Increase (move right)
o Decrease (move left)
Insert one of the following objects into text
o Link: Provides a dialog to insert link to workarea object or to specify a free
external link
o Image: Provides a dialog to select an image asset from within the workarea
o Image file: Provides the File upload assistant to load an image from local or
external source. The uploaded image will be stored as asset of the current
selected object
Set font color for selected text range
Switch text direction for selected paragraph
o Left-to-right
o Right-to-left
Extend or reduce current selected table by one column or row.
o Add column left
o Add column right
o Add row at top
o Add row at bottom
o Delete column
o Delete row
How to switch between rendered html and source code view
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.
.
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1.3.1.3.3
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.
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.
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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 .
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
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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.
1.3.1.3.4
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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1.3.1.3.5
Assets Tab
The item overview of all of the subobjects belonging to an object. By clicking on the Show streams button, you can
also view all the files associated with the object.
You can launch the files directly by clicking on the relevant name. If the file cannot be displayed in the browser,
you can download the file, which is then opened with the associated application on the system.
Exchange 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.
1.3.1.4
Creating New Objects
The Manager allows you to create objects directly in the Project Explorer view without having to use the Producer
to create any new structures in a workarea. The new objects are empty, which means that contents have to be
provided afterwards. This can be done either by filling the parameters in the object editor, using the integrated
book page editor functionality or (especially regarding projects) by filling projects in the Producer or Instant
Producer. Of course all objects created in the Manager can be downloaded into local Producer workareas, where
they can be configured and edited.
You can use this functionality to create the initial structure of the workarea based on your curriculum or enhance
the structure during the ongoing process of content creation.
The following objects can be created:
o Group
o Project (without indicating the project type)
o Book
o Book Page
o Text Unit
o New file assets (using uploads)
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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:
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1.
Select the existing object that you want to add the new object to (as a direct child object).
2.
Click on the button Start editing to obtain the write token for the corresponding object.
3.
After you obtain the write token for the object, the button New… appears.Click on New… to open the
selection menu for new objects. The selection will show only objects that can be created for the current
object type.
4.
Select the type of object that you want to create.
5.
A field appears where you can enter an object name. Enter a name and click on OK. If you want to upload a
file, enter the file name in the text field Title and then click on the button Browse... to find and select the
file.Click on Upload to upload the file.
6.
The new object has now been created and is ready to be used. You may now assign it directly to an author.
For projects that need to be initially filled by an Instant Producer instance, correct user assignment is
mandatory. Otherwise the user cannot download the empty project.
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1.3.2 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 for
which you have at least view permission.
1.3.2.1
User
The user view enables you to set up new users and manage user profiles. The display area is divided into three
areas as described below:
1. Quick addition
The Quick add area enables you to create a user profile by entering important data.
Proceed as follows to create a user:
1.
In the Selection area, select the organizational unit that you want to assign the new user to.
2.
Enter the values of the new user. Depending on the server settings, the Auth-Name and Password fields
may be mandatory.
3.
Select one or more roles, which you want to assign the user to, from the Roles dropdown list and click
Apply to confirm your selection.
4.
Click on the Add button to save the new user.
Note
To send new users an automated e-mail with their user data, you must enter valid e-mail addresses for
the new user accounts.
2. 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 unit. Select an organizational unit to view its assigned users.
If you select the organizational unit root, all users are displayed.
3. User list
The user list displays all the available users within the selected organizational unit.
You can apply additional filters to the list of users displayed. Use the text search in the input field Search: to filter
the list by a text value or the Active: dropdown list to display active or inactive users only.
Placing the cursor over a list entry displays the corresponding user information in the Details area located below
the list view.
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List actions
The user list contains several actions that can be performed for one or more selected users. Selecting one or
more list entries using the checkboxes (or the checkbox in the title bar) enables the buttons located below the list
area. The following actions are available:
o Broadcast...
Opens the Broadcast editor and adds the user selection to the recipients list.
o Activate / Deactivate
Sets all members of the user selection to "Active" or "Inactive" based on selected button.
o Add to role(s)
Opens a dialog box where you can select one or more roles for the selected user.To select multiple users,
press CTRL or SHIFT while clicking.
o Remove from role(s)
Opens a dialog box listing all the roles available for the current user selection. Select the relevant
checkboxes to remove role assignments from all selected users.
1.3.2.1.1
Editing Users
The Edit User dialog is launched by clicking on a list entry or the edit link in the last column.
The following parameters are available:
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.
Middlenames
With multiple first names, the name following the first forename.
Email
The user's e-mail address. Without this information, this user will be
unable to receive any automated e-mail notifications.
Phone
The user's telephone number
Interface language
Sets the language in which the Manager interface is displayed to the
user. Changes will only be visible when you reload the page.
Active
Specifies whether the user login is activated or blocked. Possible
statuses:
o Active (selected)
o Inactive (not selected)
Roles
Defines the roles the user belongs to. By clicking the field you can add or
remove roles in the dropdown list.
Password
The password the user requires to log in.
Repeat Password
Security check to ensure that the password provided has been spelt
correctly.
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Caution
If no e-mail address has been provided, users will not receive automated e-mails and cannot trigger
automated emails, for example, when creating new users.
1.3.2.2
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 for instance simplifies the categorization of roles and the learning contents assigned to them.
The overview displays organizational units and their members imported from an LDAP server as well as manually
created items and even both in combination.
Read more about importing data records within chapter Server import.
1.3.2.2.1
Creating New Organizational Units
To create a new organizational unit, just follow these simple steps:
1.
In the Selection area on the left, expand the tree by clicking the arrow symbol next to each entry.
2.
Click the entry where you want to create your new organizational unit.
3.
In the Quick add area, enter the name for the new organizational unit in the mandatory field Name.
4.
You can enter a 4-10 digit registration code for the organizational unit for self-registration. Find out more
in the chapter Self-registration.
5.
Click on Add.
6.
The Selection area and the member list are updated and you see your new organizational unit.
1.3.2.2.2 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.
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1.3.2.2.3 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.
1.3.2.3
Roles
The Roles section enables you to create and manage the user roles you require.
Structure
The Roles section has several display and action areas to manage roles and their members. Before proceeding
you should note two common rules to better understand the structure of roles and the structure of the Roles
management section.
1.
Roles are always subordinate to organizational units. This means roles cannot contain organizational
units.
2.
Roles can be members of other roles. If a role is a member of another role, it will inherit the permissions of
the superordinate role. It adds the inherited permissions to its own set of permissions, but does not
invalidate the permissions that are not part of the superordinate permission set.
Read the following table for the area descriptions.
Area
Description
Quick add
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The Quick add area contains the mandatory field Name and the optional field
Registration-Code; a quick and simple way to create new roles. Read more in
chapter Creating roles.
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Area
Selection
Description
The Selection area displays the tree structure of organizational units. Expand
and collapse the tree by clicking the arrow symbol next to each unit. Select a unit
to display the roles contained in it.
The organizational unit system is predefined and contains predefined roles
delivered with the installation. Read more in chapter Predefined roles.
Roles list
The roles list contains all roles in the selected organizational unit and its
subordinated organizational units. Selecting the organizational unit root displays
all roles of the Manager.
Further columns:
o In the first column you can select roles by clicking the relevant
checkbox. To select all roles, activate the checkbox in the column
heading. You can select a single role by clicking it. The selected role is
highlighted.
o The column Active indicates whether the role is active or inactive.
o The column Registration-Code displays the registration code assigned
to the role. Read more in chapter Self-registration.
Search roles list
Enter a role name or search string to filter the roles list. Click Search to show the
roles that match your search criteria.
Actions for roles list
Once you have selected a single list entry (by clicking on it) or multiple list
entries (by selecting the relevant checkboxes) you can perform different actions
on the selected roles.
o Change
Allows you to edit the parameters of a single selected (highlighted) role.
Cannot be used if multiple roles are selected.
o Broadcast...
Allows you to send a broadcast message to all members of the selected
roles at once.
o Activate
Activate all selected roles at once.
o Deactivate
Deactivate all selected roles at once.
o Delete
Delete all selected roles at once. Role members will lose their role
membership.
Members list
The Members list contains all members of the single role currently selected
(highlighted) role.
Further columns:
o In the first column, you can select roles by clicking the relevant
checkbox. To select all roles, activate the checkbox in the column
heading.
o The column Type indicates if the list entry is a single member (single
user symbol) or a role (role symbol).
o The column Name displays the logon ID and first name and last name of
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Area
Description
the member.
o The column Active indicates whether the member is active or inactive.
Filter for members list
Provides you with two filter functions to filter the members list. Both filters can
be used in combination.
o Text search
Filter members list by a string that matches the logon ID, first name or
last name of members.
o Active state
Select the required option from the dropdown list to display only active
or inactive role members.
Actions for members list
Two actions can be performed on the members list.
o Add...
Displays the identities dialog to add single users or other roles to the
membership of current role. Read more in chapter Adding to a role.
o Remove
If you have selected one or more members, you can remove their
membership by clicking Remove. The selected members are removed.
1.3.2.3.1
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 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.
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1.3.2.3.2 Creating roles
To create a new role just follow these simple steps:
1.
Within left-sided Selection area expand the tree by clicking the arrow symbol prepended to each
organizational unit.
2.
Click the organizational unit your new role shall be created in.
3.
Within Quick add enter the desired name for the new role into the mandatory field Name.
4.
Optionally enter a 4-10 digit registration code for the role for self-registration. Find out more in the chapter
Self-registration.
5.
Click on the Add button.
You will see the role you have created as a new entry within the roles list.
Thus you can add users and other roles to this role.
1.3.2.3.3 Adding to a role
All members of a selected role are displayed within the Members list below the Roles list. Using the list actions in
the lower right corner of the page you can add users or other roles to the selected role or delete their membership.
1.
Select a role within the roles list by clicking the according list entry. All role members will be displayed
within the members list.
2.
Click on the Add... button located below the members overview.
3.
The identity dialog appears displaying the left-sided tree view of organizational units and the right-sided
list view of users and roles subordinated to the currently selected organizational unit. Within the list of
users and roles select the items you want to add.
To filter the displayed list by a special name enter an according string into the field Filter on the upper right
side of the dialog. The list will be filtered live by each letter you add to the string.
Recommendation
To select multiple identities at once, hold down the CTRL key while selecting.
4.
Click on the Save button.
The newly added members will now appear in the members list.
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1.3.2.4
Permissions
Permission management is the central tool of the Manager's role-based environment. The parameters in the
following table help you to differentiate between the various roles. Use the checkboxes to activate and deactivate
the required 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
o All permissions are effective in Manager and, if the relevant functions are available, in Producer as
well. This especially affects object-related and task-related permissions.
o Some of the following described permissions are not available in the Oracle Edition.
Name
Description
(De)activate Roles
The user is permitted to activate and deactivate roles.
(De)activate Users
The user is permitted to activate and deactivate users.
(De)activate Workareas
The user is permitted to activate and deactivate workareas.
Author View
Essential to enable the user to view areas required for managing and editing
content and administrative tasks.
Change a tasks workflow
The user is permitted to change the workflow of a task.
Comment Content
The user is permitted to add comments to content.
Comment Resources
The user is permitted to add comments to resources.
Create Content
The user is permitted to create new contents.
Create Organizational Units
The user is permitted to add organizational units.
Create Tags
The user is permitted to create new tags.
Create Users
The user is permitted to create new users in the user list.
Create Workareas
The user is permitted to create new workareas.
Create Workflow
The user is permitted to create new workflows.
Delete Content
The user is permitted to place objects in the recycle bin.
To do so, the user must have write access for the object in question.
Delete Content from trash
The user is permitted to delete content permanently from the recycle bin.
Delete Milestones
The user is permitted to delete milestones.
Delete Organizational Units
The user is permitted to delete organizational units.
Delete Priorities
The user is permitted to delete priorities.
Delete Resources
The user is permitted to delete resources.
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Name
Description
Delete Resources from trash
The user is permitted to delete resources permanently from the recycle bin.
Delete Roles
The user is permitted to delete roles.
Delete Status
The user is permitted to remove statuses from the status summary.
Delete Tags
The user is permitted to delete tags.
Delete Tasks
The user is permitted to delete tasks from the task list.
Delete Types
The user is permitted to delete types in the types summary.
Delete Users
The user is permitted to deactivate users in the user list.
Delete Workareas
The user is permitted to delete workareas.
Delete Workflow
The user is permitted to delete workflows.
Edit Content
The user is permitted to
o receive/issue a write permission
o save changes to content
o change the sequence of events
Edit Content Workflows
The user is permitted to change the sequence of content.
Edit course assignments
The user is permitted to assign objects to learners, remove assignments or
extend them.
Edit Milestones
The user is permitted to amend milestone specifications.
Edit Organizational Units
The use is permitted to amend organizational units and/or their structural
position.
Edit own information
User is allowed to change his/her own user settings.
Edit Permissions
The user is permitted to edit access rights.
Edit Priorities
The user is permitted to amend priority specifications.
Edit Resource Workflows
The user is permitted to edit the resource sequence.
Edit Resources
The user is permitted to
o receive/issue a write permission
o save changes to resources
o change the sequence of events
Edit Roles
The user is permitted to create and assign roles as well as delete
assignments.
Edit Schedulerjobs
The user is permitted to change scheduled jobs.
Edit Server Settings
The user is permitted to view and edit the server settings. The authorization
should only be set up for administrators.
Edit Status
The user is permitted to edit statuses in the status summary.
Edit Tags
The user is permitted to edit tags.
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Name
Description
Edit Tasks
The user is permitted to save changes to tasks.
Edit Types
The user is permitted to edit types in the types summary.
Edit User Loginname
The user is permitted to change the profile entry login name:.
Edit Users
The user is permitted to edit user profiles.
Edit Workarea Permissions
The user is permitted to change workarea permissions. However, the user
must have the workarea permission Administrate Workarea for the relevant
workarea.
Edit Workareas
The user is permitted to edit workareas.
Edit Workflow
The user is permitted to edit workflows.
Housekeeping
The user is permitted to view and run the housekeeping section.
Learner View
This authorization is absolutely necessary to make the Learner view in the
GUI visible to the user.
Learning Reporter
The user can view results in the learning reporter.
Publish Content
The user is permitted to publish contents (no resources).
Publish Resource
The user is permitted to publish resources.
Restore Write Token
The user is permitted to return a write permission to the Manager even if
he/she does not personally have this permission.
Send Broadcast
The user is permitted to send a broadcast from the broadcast area or by
using the broadcast option in the user overview or the roles overview.
Set Tags
The user is permitted to set tags. The exception to this is the special tag
published.
Super Admin
The authorization is required to view the administrative menu items relating
to server settings, installation and import. The installation password is
required to access these areas.
View Content
The user is permitted to view the contents tree.
View course assignments
The user is permitted to view assignments but not change them.
View Milestones
The user is permitted to view the milestone summary.
View Organizational Units
The user is permitted to view the organizational unit summary.
View Permissions
The user is permitted to view the rights management.
View Priorities
The user is permitted to view the priority summary.
View Resources
The user sees the resources in the object tree.
View Roles
The user is permitted to view the role summary.
View Schedulerjobs
The user is permitted to view jobs in the scheduler overview.
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Name
Description
View Statistics
The user is permitted to view the server statistics.
View Status
The user is permitted to view the status summary.
View Status report
The user is permitted to view the status report for tasks.
View Tasks
The user is permitted to view the task list.
View Types
The user is permitted to view the types summary.
View Userlist
The user is permitted to view the user list.
View Users
The user is permitted to view user profiles.
View Workflow
The user is permitted to view workflows.
Workarea Manager
This authorization is required to make the menu item workareas visible to the
workarea view.
1.3.2.5
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.
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1.3.2.6
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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1.3.2.7
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.
o 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.
o 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.
o 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.
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1.3.2.8
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.
Recommendation
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.
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.
Recommendation
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.
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1.3.2.8.1
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.
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
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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.
1.3.2.8.2 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.
Deleting a workflow
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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.
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1.3.2.8.3 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:
o Expert (SME)
o Standard Author
o Project manager (Master Author)
o Reviewer
Defined statuses in the sample workflow (defined as default for the workarea):
o Object created (starting point)
o Assigned
o In progress
o Requires QA
o QA failed
o In QA
o QA passed successfully
o 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
Permitted status transitions
Expert
Standard author
-
o Object created > Assigned
o Assigned > In progress
o In progress > Requires QA
o QA failed > In QA
o In QA > Requires QA
Reviewer
o Requires QA > QA failed
o Requires QA > QA passed successfully
Project manager (master author)
o Object created > Assigned
o QA failed > In QA
o In QA > Requires QA
o QA passed successfully > Published
Here is a detailed look at the defined workflow:
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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.
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.
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o 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.
o QA passed successfully
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.
1.3.2.8.4 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
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.
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which is to be find at the bottom right below the list of workflows.
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Import of workflows
To import a XML file providing exported workflows please follow these steps:
1.
Click on the button Import XML...
which is to be find at the bottom right below the list of workflows.
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.
1.3.2.8.5 Visual workflow editing
The visual workflow editor enables you to visualize the workflows you are creating, thus simplifying the workflow
creation at all. Especially if you want to create multiple workflow transitions matching the needs of different
authoring and reviewing teams using the same workflow.
Creating a visual workflow proceed as following:
Creating status boxes
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1.
Select a status from dropdown list Status and click Add to add it to the stage.
2.
Repeat this action for all status you want to add to your workflow.
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Creating transitions
1.
Click one status box to activate it.
2.
Click another status box the transition shall lead to.
3.
The transition will appear directly as visual connector.
4.
Click the transition box to call the prompt for renaming and enter an identifiable name.
5.
Click OK to close the prompt.
6.
Repeat procedure for any transition you want to create.
You can add multiple transitions of the same connection to be available later on for different teams and managers.
See following example graph:
Saving the workflow
Click save changes to save changes to your workflow. Alternatively you can click discard changes to step back to
last saved state of the workflow.
Postprocessing
Since the visual editor just adds status and transitions to a workflow you have post-edit the created transitions in
the workflow view. Read chapter Initial Actions for more information.
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1.3.2.9
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.
o 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.
o 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.
1.3.2.10
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.
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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.
o 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.
o 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.
o 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.
1.3.2.11
Milestones
The milestone overview enables you to define sub or intermediate objectives for managing your projects, socalled 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.
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o 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.
o Description
You can use the description to define the milestone's objectives more precisely.
o Target date
This is where you can define the milestone's target date.
o 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 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.
1.3.2.12
Workareas/Tags
In the workarea and tags overview, you can define different workareas in the Manager and assign the relevant tags
to each workarea.Working with a number of workareas is advantageous as you can separate learning content
topics, for example.
The following editing options are available:
Adding a workarea
1.
In the quick add area, enter a name and an ID in the corresponding text fields to add a new workarea.
2.
Confirm your data using the Add button or the Return key.
Actions for a workarea
The column Actions (WA) offers you various actions that you can perform on the relevant workarea.
Action
Description
Edit
This action allows you to rename the workarea.
Permissions
Opens the permission management dialog box of the according workarea. Here you can
configure the permissions to view, edit, maintain or even delete the workarea for individual
users, roles or organizational units. This enables you for example to regulate individual
author access to different scenarios and workareas within a large team of authors.
Note: Workarea permissions are superordinate to user permissions. This means that even a
master author who has editing permissions cannot edit or view a workarea unless he/she
has the permission for the relevant workarea.
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Action
Description
Watchers
Opens the Edit watchers dialog box where you can specify whether users are notified about
workarea actions. Workarea watchers will get an email notification about any change to
objects or tasks in the workarea.
Workflow
Defines a default workflow for the workarea to be set automatically for any new object.
Workflows for single objects or object trees can be changed afterwards individually.
deactivate
Deactivates the workarea to make it inaccessible for users but preserves data to be activated
and used later on. The workarea is not shown in the workarea selection anymore and its
contents and assignments are not available anymore in the learner view or others scenarios
connected to the Manager.
delete
Place the cursor over the action area of the relevant workarea to display the securityrelevant action link delete. After clicking the action link, you must confirm the deletion of the
workarea in another dialog box. After confirmation the workarea and its file structure in the
base directory are deleted permanently.
Adding a tag
Tags are very useful because they can only be set once for each object and once for each object version. This
enables you to "freeze" structure states individually. For example, you can display a special release version of your
contents at any time by filtering the tree view for relevant tags. Read more in chapter Using tags to filter objects.
1.
In the column Tags, click on the link add Tag .
2.
In the dialog box Add Tag, enter a name for the tag and a brief description.
3.
Click Add to confirm.
Note
It is not possible to define a tag with the "published" ID, since this is reserved for the application’s own
publish tag.
Actions for tags
In the column Actions (Tags) you can perform the following actions:
Action
Description
edit Tag
This action allows you to rename the tag and edit the tag description.
delete Tag
Place the cursor over the action area of the relevant tag to display the action link
delete. Clicking the action link will delete the tag immediately.
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1.3.2.13
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:
o 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.
o Delete
Deletes the respective task. The automatic action linked to this task is then no longer carried out.
1.3.2.14
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.
1.3.2.14.1 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.
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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.
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3.
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 .
4.
Mandatory information to create an assignment
To create a valid assignment the following information is mandatory:
o Title
o Selected entity
o 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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1.3.2.14.2 Course assignment and display options
Assigning courses, the Manager enables you to take influence on design and display options of courses within the
Learner view.
Note
Options in dialog Edit Assigned Content only take influence on representation of courses in Learner view.
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 Learner view.
Display as
Determines, if only current object or even ancillary objects will be displayed. Following options are available:
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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 Learner view.
Weight
Using the Weight option enables you to influence the order of courses shown in Learner view. 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").
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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 Learner view.
Color
Determines the color, by which the course will be displayed in Learner view. Input has to be an hexadecimal value.
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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
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 parameter:
o Object and direct sub objects
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Parameter
Description
o Object and sub objects (2 levels)
o Object and sub objects
Scoring Method
Learning Path Mode
Since the course progress is regulated by the percentage of
content that has been completed, the option Percent completed
must be selected.
This will set the appearance of the learning path. The following
options are available:
o off - no learning path will be displayed
o 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.
o 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.
Learning Path - Minimum Completion (%)
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.
1.3.2.14.3 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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1.3.2.15
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.
1.3.2.15.1 Versioning
Within the section Versioning you can define the parameters for versioning objects as desired. The following table
gives you an overview of the available parameters and their effects:
Setting
Description
Manager buildnumber
Displays the internal build number of the Manager
application. This field is read only and needed only for
detailed information in case of a support request.
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.
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1.3.2.15.2 Notification
Within the section Notification 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.
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.
Note
This function is not supported in the Oracle Edition.
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1.3.2.15.3 GUI
In the section GUI, you can define the parameters for the graphical user interface. The following table gives you an
overview of the available settings and their effect:
Setting
Description
Fallback interface language
This option specifies which language is used if an interface string (such
as menu identifier) is not available in the currently selected interface
language. If the string is also not available in selected fallback language,
it is displayed in English (master fallback).
List entries per page
This option specifies the maximum number of displayed objects for when
the client starts to display objects on multiple pages (same maximum on
each).
Show learner view search
This option specifies whether the search function is displayed in the
Learner view. (De)activation of the search function is a global option.
1.3.2.15.4 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 Enable automatic user deactivation check box
2.
The pull-down menu Deactivate after (interval type) will appear. Select the desired type of interval from
the list.
3.
In the field Deactivate after (interval unit), 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 Savein the right-hand side under the viewing area to save your settings.
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1.3.2.15.5 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 Schedule.... A dialog box appears. To define when the Excel import should occur, enter the
desired time and the interval here.
4.
Click on OK.
5.
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.
1.3.2.15.6 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 checkbox for Automatic LDAP Import.
2.
Click on Schedule...... 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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1.3.2.15.7 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 section 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 Guide.
The following table will give you an overview of the available settings:
Setting
Description
Enable Single sign-on
To activate the single sign-on option, click on the check box.
Prefered login domain
Enter the domain, which shall be searched initially to verify entered user
name (in case that user name is entered without domain prefix like
mydomain\myusername). If the user name is not find within this domain all
other user areas will be searched.
Directory to store keytab file
Enter the path to the directory where the keytab file is stored.
Note
o This part of the server settings allows you to make any further changes to the single sign-on option
once this has already been set up. In order to set up the single sign-on for the first time use the Server
Import Assistant. Read the Manager Security Guide for detailed information.
o 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.
1.3.2.15.8 Security
The Security section 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
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 nonspecified 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.
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Parameters
Description
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 of
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 ($,_,@,...).
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.
1.3.2.15.9 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
Allow fulltext search in learner view
Determines if the fulltext search should be optionally available in
Learner view.
Allow global search in learner view
Determines if the search allows optional searches even within content
that is not part of learner's assignments.
Enable fulltext search
Enables the fulltext search and the essential function of content
indexing.
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1.3.2.15.10 Logging
In the Logging Section you can specify how much information is written into the generated log files. Furthermore
you can specify a level for the server tracing. However, tracing information is concerned to be read by developers
only and should simplify the identification of possible errors and their reason in case of a support request. For this
reason tracing is deactivated by default.
Read more within chapter Logging and tracing in Operations Guide.
Note
Activating tracing may result in a loss of performance due to extensive detailed logging of information.
Furthermore, a large amount of data might be written to the Tomcat log storage. Therefore, you should
enable tracing only when focusing on problems with your Manager instance that might result in a support
request.
Available parameters
Threshold for Logging
Level
Description
Included Log-Levels
Off
No logging information will be written.
None
Information
Information level tracks all events like context
initialization or user events.
WPB_INFO, WPB_WARN,
WPB_ERROR, WPB_FATAL
Level indicator: WPB_INFO
Warning
Warnings are occurring mistakes which may lead
to wrong outputs or data insufficiency but not to
critical malfunctions of functions or objects.
Example: Only some users could not be imported
by LDAP import function.
WPB_WARN, WPB_ERROR,
WPB_FATAL
Level indicator: WPB_WARN
Error
Errors are malfunctions causing an unsuccessful
run or behavior of a function or server object.
Example: All users could not be imported by LDAP
import.
WPB_ERROR, WPB_FATAL
Level indicator: WPB_ERROR
Fatal
Fatal errors are events preventing the Manager
from running at all.
WPB_FATAL
Level indicator: WPB_FATAL
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Threshold for Tracing
Level
Description
Included Trace-Levels
Off
No tracing information will be written.
None
Debug
Very extensive and detailed information for
developers will be written.
WPB_DEBUG, WPB_PATH,
WPB_TINFO
Level indicator: WPB_DEBUG
Path
Information about the path of each traced
function within the application flow will be written.
WPB_PATH, WPB_TINFO
Level indicator: WPB_PATH
Information
Common debug information will be traced and
written to trace file.
WPB_TINFO
Level indicator: WPB_TINFO
1.3.2.15.11 Miscellaneous
The section Miscellaneous 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 e-mail'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.
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.
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Setting
Description
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.
1.3.2.16
Server Housekeeping
The Server Housekeeping function enables you to automatically clean up your Manager instance by removing old
and obsolete data.You need the relevant permission to view and use this function.
Read chapter Server Housekeeping within the Operations Guide for detailed information.
Note
This function is not supported in the Oracle Edition.
1.3.2.17
Server Statistics
The Server Statistics area gives you an overview about the main facts of your Manager instance.
The following table explains the information in the Category and Value columns.
Category
Value
Registered users
The number of users registered in the users area.
Active users
The number of users flagged as "Active".
Number of users having write permissions
The number of users with the "Edit Content" permission.
Authors within last month
The number of users who edited contents within the last month
(last 30 days).
Authors within last quarter
The number of users who edited contents within the last quarter
(last 90 days).
Authors within last year
The number of users who edited contents within the last year
(last 365 days).
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Category
Value
Number of users having read permissions
The number of users with the "View Content" permission. This
includes also users with the "Edit Content" permission.
Learners within last month
The number of users who accessed contents within the last
month (last 30 days).
Learners within last quarter
The number of users who accessed contents within the last
quarter (last 90 days).
Learners within last year
The number of users who accessed contents within the last year
(last 365 days).
The statistics display valid data from previously installed Manager versions, since the values are based on
database properties which were also written in older versions.
1.3.2.18
Server installation
To access the server installation settings you need administrator rights and the installation password. Please read
the Installation Guide for a more detailed description of possible settings.
1.3.2.19
Server import
You require administrator rights to import user data. Read the Operations Guide for further information.
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1.3.2.20
Server Tests
The Server Tests area enables you to run several automated actions on your server instance, to check that your
system configuration is running smoothly. A summary displays detailed information about each test currently
running and the results of the action performed.
The success status of the process messages is indicated by text color:
o Step successful
o Step returned problems
o Step returned errors
Caution
Running server tests produces a large amount of automatically generated data like users, workareas and
objects. Some of this data cannot be removed from your Manager instance. Therefore, never use the
server tests on a productive system. If you experience problems with your system landscape, you should
set up an empty parallel instance with same configuration to run the tests on. Use a parallel base
directory and database table as well.
1.3.3 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.
1.3.3.1
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:
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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.
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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
adjacent to the menu button to view the drop-down list.
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.
1.3.3.2
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.
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1.3.3.2.1
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 email. 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:
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1.
Click on the Edit... button
2.
The Edit watchers dialog window will appear.
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3.
Select the watcher or watchers to be added in the Selection field
select a number of watchers.
4.
Click on the Add button
5.
Click on Save
. Keep the CTRL key depressed to
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.
1.3.3.3
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.
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 object-based 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
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1.3.3.4
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 . Here, the number of free tasks
and the
object-based tasks for the respective workarea
are displayed with the respective status.
The last two rows
give you the overall values and the average values of each column. In the first column Total
, the total numbers of the respective workarea and/or free tasks is displayed.
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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1.3.4 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 progress made by the learners, identify problem
areas in the learning material and compare the learning progress of different learning groups.
Note
This function is not supported in the Oracle Edition.
How to activate tracking
To enable the collection of data for the learning reporter you need to activate tracking options within the
workarea settings resource. You will need a local Producer installation connected to your Manager instance and
the permission to edit resources.
Note that the activation of tracking options only affects the workarea in which you edit the settings. Thus
Therefore if you have multiple workareas within your Manager instance that you want to be track, you will have to
repeat the following procedure for each workarea.
To activate tracking, follow these steps:
1.
In the Project Explorer tree view of the Producer, go to Resources > Adaptable Resources > Playback
Settings and click the resource item to select it.
2.
Click Start Editing if you do not already own the write token.
3.
Double-click the resource item to open the embedded settings in the Settings dialog box.
4.
Click the subnode trainer - Global. If you only want to activate tracking for a specific content type, click the
required subnode: book reader, Demo Mode, Practice Mode, Test Mode or Concurrent Mode.
5.
In the overview of available parameters (on the right of the screen), expand the parameter group Tracking
(General) for the selected subnode.
6.
Activate the following parameters by clicking the relevant green lamp symbol and configure them as
required.
1.
Tracking back end
Click the dropdown list to expand it. Select Manager or, if you want your workarea to be compatible to
with other tracking scenarios, select Automatic.
2.
Manager detail tracking
Specify how detailed you want the tracking information to be. Three options are available:
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1.
topics
Only topics and objects itself are tracked. No data will be available for the report type Lesson step
reports.
2.
topics, macros
In addition to topics and objects, macros are tracked as well. This option retrieves data for the Lesson
step reports as well.
3.
topic, macros, actions
Highest level. Very detailed tracking that includes user actions to be reported in the Lesson step
reports.
7.
Click OK to save your settings.
8.
Click Finish editing to upload your changes to the Manager. Alternatively you can synchronize your
workarea to send changed resources to the server. Do not forget to publish the resource or its latest
version.
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1.3.4.1
Display Variants
The Learning Reporter offers you various variants for displaying the progress results of your users. The basic
difference between the variants is that they either display results based on users or based on courses.A further
distinction can be made based on activity-based and assignment-based results:
o Activity-based result lists
The menu items User Reports and Lesson Reports are activity-based result lists. After a user group or
course is selected, all items with existing activity are displayed. This means that users, who have not
started any learning content yet, and learning contents, which have not been started by any user yet, are
not shown in the report list. Thus you will only see results for active learning content.
o Assignment-based result lists
The menu items User by Assignment and Lessons by Assignment are assignment-based result lists.
After an existing assignment is selected, these lists will show all results for users or learning contents
included in the specific assignment. With this display variant, you also see users and learning contents
without any activity.
Interface structure
All report variants are displayed with the same interface elements and the same interface structure.
1.
Filter
Displays the currently selected filter criteria that the displayed report data is based on. For more
information, see chapter Changing Filter Criteria.
2.
Saved reports
Allows you quickly select reports and save the currently displayed report. For more information, see
chapter Saving Selected Reports.
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3.
Report data
Displays the report data based on the filter criteria and your selected type of report. For more information
about the different report types, see the following chapters .
4.
Report summary
Displays the data for the root item of your selection as an overall summary.
5.
Export options
Displays the buttons to export the current report data in *.xls or *.csv format.For more information, see
chapter Exporting the Results.
Note
Export as XLS or CSV is not supported in the Oracle Edition.
Additional display objects
When you display 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 but
ignores bookpages in any ancillary books. This provides you with a detailed result for each book individually. For a
better understanding of this object behavior, see the illustration below. In this example, you would find 5 objects of
type pageset in your list, provided that you have selected the book item english contents. The entries for
and
will not have any results since they do not have any ancillary bookpages.
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1.3.4.1.1
User Reports
The report variant User reports displays the learning progress made by a single user or the members of a role or
of an organizational unit.
Criteria selection
To help define the criteria, the report is based on the initial selection dialog box, which provides the following filter
options. You can change them easily later on. Read the chapter Change filter criteria for more information.
Criteria / Parameter
Description
Select saved report
Once you have saved a criteria set for the current report variant, you can select it
from the dropdown list. Read chapter Saving selected reports for more
information.
Lessons
Exclude content types from report by clicking the appropriate symbol. Excluded
content types will be displayed crossed out.
Time Period
Define the time period for the report data that you want to display. Select the
preferred time period definition by clicking the required radio button. Three
options are available:
o Time period by date
Specifies a time period using a “from” date (as specified in the first field)
and a “to” date (as specified in the second field). Click on the date fields to
display the calendar picker and select a date. You can also enter the date
as a string in the standard format of your current display language.
o Time period of last time units
Specifies a time period as a number of time units (for example, the last
five days or five months). Select the preferred time unit from the
dropdown list and enter a digit into the input field to define the number of
time units.
o All time
Shows all available data without specifying a time period.
Selected identity
Specify the identity for which you want to display data. Click the button change... to
select a user, role or organizational unit.
Confirm your criteria selection by clicking the Select button.
The results summary will now show you a list of all of the users matching your selection, together with their
overall learning progress within the specified time period. Click the name of a user to display the assigned lessons
and individual progress. If you selected a single user, the report will display this view directly.
Notes
o This report variant lists only users with existing activity.Users who have not started or processed any of
their assigned lessons within the specified time period are not listed. Use the report variant User by
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assignment to get the data of inactive users as well. Read chapter User by assignment for more
information.
o The overall number of attempts summarizes the number of attempts taken for particular contents. The
following example will help you to better understand the displayed number of attempts:
User A has 10 lessons assigned to him. One of these has been completed.
If he completed this lesson in one attempt, the number of overall attempts will be shown as 0.10.
However if he needed 10 attempts, the overall number of attempts will be displayed as 1.00.
1.3.4.1.2
User by Assignment
The report variant User by assignment displays the learning progress made by a single user or the members of a
role or an organizational unit within a specific assignment.
Criteria selection
To help define the criteria, the report is based on the initial selection dialog box, which provides the following filter
options. You can change them easily later on. Read the chapter Change filter criteria for more information.
Criteria / Parameter
Description
Select saved report
Once you have saved a criteria set for the current report variant, you can select it from
the dropdown list. Read chapter Saving selected reports for more information.
Lessons
Exclude content types from report by clicking the appropriate symbol. Excluded
content types will be displayed crossed out.
Time Period
Define a time period for the report data that you want to display. Select the preferred
time period definition by clicking the required radio button. Three options are available:
o Time period by date
Specifies a time period using a “from” date (as specified in the first field) and a
“to” date (as specified in the second field). Click on the date fields to display
the calendar picker and select a date. You can also enter the date as a string in
the standard format of your current display language.
o Time period of last time units
Specifies a time period as a number of time units (for example, the last five
days or five months). Select the preferred time unit from the dropdown list and
enter a digit into the input field to define the number of time units.
o All time
Shows all available data without specifying a time period.
Assignment
Select the assignment from the dropdown list for which you want to display data.
Selected entity
Specify a single or parental object in the assignment for which you want to display
report data. Click the button change... to select an object. A dialog box appears
displaying only the objects contained in the selected assignment. If the selected object
contains other objects, the corresponding report data will be displayed as well.
Selected identity
Specify the identity for which you want to display data. Click the button change... to
select a user, role or organizational unit.
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Confirm your selection by clicking the Select button.
The results summary will now show you a list of all the users matching your selection, with their overall learning
progress within the specified time period.Click the name of an user to display its assigned lessons and their
individual progress. If you selected a single user, the report will display this view directly.
Notes
o The overall number of attempts summarizes the number of attempts taken for particular contents. The
following example will help you to better understand the displayed number of attempts:
User A has 10 lessons assigned to him. One of these has been completed.
If he completed this lesson in one attempt, the number of overall attempts will be shown as 0.10.
However if he needed 10 attempts, the overall number of attempts will be displayed as 1.00.
1.3.4.1.3
User by Progress
The report variant User by progress displays the average overall learning progress within all assigned content for
single users or each member of a role or of an organizational unit.
Criteria selection
To help define the criteria the report is based on the initial selection dialog box, which provides the following filter
options. You can change them easily later on. Read the chapter Change filter criteria for more information.
Criteria / Parameter
Description
Select saved report
Once you have saved a criteria set for the current report variant, you can select it from
the dropdown list. Read chapter Saving selected reports for more information.
Lessons
Exclude content types from report by clicking the appropriate symbol. Excluded
content types will be displayed crossed out.
Time Period
Define the time period for the report data that you want to display. Select the
preferred time period definition by clicking the required radio button. Three options
are available:
o Time period by date
Specifies a time period using a “from” date (as specified in the first field) and
a “to” date (as specified in the second field). Click on the date fields to display
the calendar picker and select a date. You can also enter the date as a string
in the standard format of your current display language.
o Time period of last time units
Specifies a time period as a number of time units (for example, the last five
days or five months). Select the preferred time unit from the dropdown list
and enter a digit into the input field to define the number of time units.
o All time
Shows all available data without specifying a time period.
Selected identity
Specify the identity for which you want to display data. Click the button change... to
select a user, role or organizational unit.
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Confirm your criteria selection by clicking the Select button.
The results summary will now show you a list of all of the users matching your selection, together with their overall
learning progress in all of their assigned contents within the specified time period.
Notes
o This report variant only calculates results from user assignments with Percent Completed as Scoring
Method since these assignments are intended to be used as individual learning scenarios.
o The results display the total of all trackable contents in all relevant assignments for each user. The
column Assigned Lessons(Tests) displays the total number of contents in all relevant assignments of the
user entry. In addition, the total number of Tests is shown in brackets.
o Referenced contents occurring more than once within user assignments are calculated only once.
o Only lesson modes that are activated in assignments are used for calculation.
o The values in column Done Lessons(Tests) are based on the following rules:
o Books
Books are completed when all the pages in the book have been viewed.
o Lessons
Lessons are completed when all lesson steps have been processed or when the last lesson step has
been reached.
o The values in column Passed are based on the following rules:
o Lessons
To pass lesson modes Practice Mode and Test Mode user needs to achieve the amount of points the
author has specified. The displayed value only indicates the percentage of available lessons in Test
Mode that have been successfully completed, since this is a more useful indicator of the learning
progress of a user.
1.3.4.1.4
Lesson Reports
The report variant Lesson reports displays the learning progress made by a single user or the members of a role
or of an organizational unit in specific learning contents.
Criteria selection
To help define the criteria, the report is based on the initial selection dialog box, which provides the following filter
options. You can change them easily later on. Read the chapter Change filter criteria for more information.
Criteria / Parameter
Description
Select saved report
Once you have saved a criteria set for the current
report variant, you can select it from the dropdown
list. Read chapter Saving selected reports for more
information.
Lessons
Exclude content types from report by clicking the
appropriate symbol. Excluded content types will be
displayed crossed out.
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Criteria / Parameter
Description
Time Period
Define the time period for the report data that you
want to display. Select the preferred time period
definition by clicking the required radio button. Three
options are available:
o Time period by date
Specifies a time period using a “from” date
(as specified in the first field) and a “to” date
(as specified in the second field). Click on the
date fields to display the calendar picker and
select a date. You can also enter the date as a
string in the standard format of your current
display language.
o Time period of last time units
Specifies a time period as a number of time
units (for example, the last five days or five
months). Select the preferred time unit from
the dropdown list and enter a digit into the
input field to define the number of time units.
o All time
Shows all available data without specifying a
time period.
Workarea
Select the workarea from the dropdown list for which
you want to display data.
Selected entity
Specify a single or parental object in the workarea for
which you want to display report data. Click the button
change... to select an object. A dialog box appears
displaying only the objects contained in the selected
workarea. If the selected object contains other
objects, the corresponding report data will be
displayed as well.
Confirm your criteria selection by clicking the Select button.
The results summary will now show you a list of all learning content matching your selection together with the
overall learning progress of users having processed the lessons within the specified time period. Click the name of
a lesson to display users and their individual progress. If you selected a single lesson, the report will display this
view directly.
Notes
o This report variant lists only lessons with existing user activity. Lessons which have not been started or
processed within the specified time period are not listed. Use the report variant Lessons by assignment to
get the data of lessons with no activity as well. Read chapter Lessons by assignment for more
information.
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1.3.4.1.5
Lessons by Assignment
The report variant Lessons by assignment displays the learning progress made by a single user or the members of
a role or of an organizational unit in the lessons of an assignment.
Criteria selection
To help define the criteria, the report is based on the initial selection dialog box, which provides the following filter
options. You can change them easily later on. Read the chapter Change filter criteria for more information.
Criteria /
Parameter
Description
Select saved
report
Once you have saved a criteria set for the current report variant, you can select it from the
dropdown list. Read chapter Saving selected reports for more information.
Lessons
Exclude content types from report by clicking the appropriate symbol. Excluded content
types will be displayed crossed out.
Time Period
Define a time period for the report data that you want to display. Select the preferred time
period definition by clicking the required radio button. Three options are available:
o Time period by date
Specifies a time period using a “from” date (as specified in the first field) and a
“to” date (as specified in the second field). Click on the date fields to display the
calendar picker and select a date. You can also enter the date as a string in the
standard format of your current display language.
o Time period of last time units
Specifies a time period as a number of time units (for example, the last five days
or five months). Select the preferred time unit from the dropdown list and enter a
digit into the input field to define the number of time units.
o All time
Shows all available data without specifying a time period.
Assignment
Select an assignment from the dropdown list for which you want to display data.
Selected entity
Specify a single or parental object in the assignment for which you want to display report
data. Click the button change... to select an object. A dialog box appears displaying only
the objects contained in the selected assignment. If the selected object contains other
objects, the corresponding report data will be displayed as well.
Selected identity
Specify the identity for which you want to display data. Click the button change... to select
a user, role or organizational unit.
Confirm your selection by clicking the Select button.
The results summary will now show you a list of all lessons matching your selection, with their overall learning
progress within the specified time period.Click the name of a lesson to display users and their individual progress.
If you selected a single lesson, the report will display this view directly.
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1.3.4.1.6
Lesson Step Report
The report variant Lesson step reports displays the average progress of all active users in steps and macros of
one or more lessons. This will help you to identify lesson steps and macros with a low user success rate that can
optimized.
Criteria selection
To help define the criteria, the report is based on the initial selection dialog box, which provides the following filter
options. You may change them easily later on. Read the chapter Change filter criteria for more information.
Criteria / Parameter
Description
Select saved report
Once you have saved a criteria set for the current report variant, you can select it
from the dropdown list. Read chapter Saving selected reports for more information.
Lessons
Exclude content types from report by clicking the appropriate symbol. Excluded
content types will be displayed crossed out.
Time Period
Define a time period for the report data that you want to display. Select the preferred
time period definition by clicking the required radio button. Three options are
available:
o Time period by date
Specifies a time period using a “from” date (as specified in the first field) and
a “to” date (as specified in the second field). Click on the date fields to
display the calendar picker and select a date. You can also enter the date as
a string in the standard format of your current display language.
o Time period of last time units
Specifies a time period as a number of time units (for example, the last five
days or five months). Select the preferred time unit from the dropdown list
and enter a digit into the input field to define the number of time units.
o All time
Shows all available data without specifying a time period.
Assignment
Select the assignment from the dropdown list for which you want to display data.
Selected entity
Specify a single or parental object in the assignment for which you want to display
report data. Click the button change... to select an object. A dialog box appears
displaying only the objects contained in the selected assignment. If the selected
object contains other objects, the corresponding report data will be displayed as well.
Selected identity
Specify the identity for which you want to display data. Click the button change... to
select a user, role or organizational unit.
Confirm your selection by clicking the Select button.
The results summary will now show you a list of all lesson steps matching your selection, with their overall learning
progress of all users within the specified time period.
Notes
o This report variant displays the overall success rate of all active users in the lesson steps and macros of
the relevant lessons. The columns Result and Time Needed display the average value of all users who
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have the relevant entry. Thus the displayed values can vary strongly depending on the number of users in
your identity selection. The higher the number of users, the more valuable the results might be in
identifying difficulties in learning contents or the learning behavior of users.
The following table shows an extremely simplified example of the dependency on the number of users:
Total number of users
Users passed
Users not passed
Success rate
2
1
1
50%
100
99
1
99%
To gain information about the number of active users for specific lessons, you can read the relevant number in the
report variant Lesson reports. Read chapter Lesson reports for more information.
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1.3.4.2
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 .
1.3.4.2.1
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:
o 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.
o 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
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1.3.4.2.2 Saving Selected Reports
The Manager allows you to save your favorite reports individually for your user account so that you can access
them quickly in future. Therefore you can quickly select frequently used criteria combinations.
To save your selected report, proceed as follows:
1.
Call the specific report variant you need using the menu item Learning Reporter.
2.
Specify the parameters in the dialog box for report criteria as needed.
3.
Click Select.
4.
Once your report data is displayed, click onSave (in the upper right corner of display area).
5.
A dialog box appears. Enter a name with which you can easily identify the report and click on OK.
You can now call your saved report quickly as follows:
1.
List of saved reports in upper right display area
In each report variant, a dropdown list is displayed in the upper right corner containing all saved reports.
Each entry is structured as follows:
Report variant - Name of saved report
By displaying the required report variant, you can easily distinguish between identically named reports.
Selecting an entry directly switches to the corresponding report variant.
2.
Criteria selection dialog
Selecting a report variant in the criteria selection dialog box enables you to select a report from theSelect
saved report dropdown list. This list only contains saved reports for the currently select display variant.
Select an entry and click the button Selectto display data that matches your saved criteria.
3.
Subscribing to Reports
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Saved reports can be scheduled to collect report data automatically at a specified time interval. The specific
report results are sent as an xls attachment to the user’s email address.
To subscribe to a selected report, proceed as follows:
1.
Select a report from the dropdown list of saved reports.
2.
Click Subscribe....
3.
Specify a time interval
the Start option .
4.
Click on OK to save your subscription.
in the Scheduler dialog box. Specify a time to collect and send the report using
By clicking the button Unsubscribe you can cancel your subscription at any time. Since this button only appears
for saved reports with a subscription, you can easily identify existing subscriptions for each report.
Note
To receive reports by e-mail, you must have a valid e-mail address specified in your user profile.
Some mail servers classify Microsoft Excel attachments as generally unsecure and block them. If you
have not received any reports and your e-mail address is valid, check your network and mail policies.
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1.3.4.2.3 Changing Filter Criteria
You can easily switch the currently displayed report data by changing the report filter. To do so, click the filter field
on the left above the report data to display your current filter criteria.
1.
Clicking the filter area maximizes the filter options field, which displays the filter criteria available for the
current report type.
2.
Change the values as necessary.
3.
Click Filter to regenerate the report based on the new criteria.
1.3.4.2.4 Exporting the Results
Reports can be exported as *.xls (Microsoft Excel) or *.csv (semicolon-separated text file) formats to be reused in
external tools or for analysis at a learner’s workplace.
To export the results, proceed as follows:
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Note
Export as XLS or CSV is not supported in the Oracle Edition.
1.
In the report data display, click XLS Export or CSV Export depending on your preferred output format.
2.
File download will start immediately. Depending on your browser, you can now either open or save the
generated file.
1.3.5 Learner view
The learner view displays the courses assigned to you. It is broken down into three areas:
o The course list
o The content area
o The search
Courses are to be understand as content groups containing learning contents which usually summarize a special
topic area. Select a course in the course list
to display the course contents within the content area .
Depending on the course setup the content area may display different scenarios:
o Introductory description only
In this scenario you will see only the course description with the buttons to start the course or to display
the according QR code.
o Introductory description with a list of contained lessons
In this scenario you will see the course description and the buttons Start and QR Code within the upper
part of the content area followed by the list of course contents. The structure of the list may vary as
following.
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o Flat list
A flat list of contents is displayed. Click an entry to start it directly or click Start to start the whole
course.
o Expandable list
Each list entry is prepended by an arrow symbol. Click it to expand or collapse it and access
subordinated contents level. Click any entry to start it directly or click Start to start the whole course.
1.3.5.1
Course symbols
The course list of the Learner view may contain different symbols which are displayed for each course. These
symbols show the user information type of the respective course entailing additional display elements:
Course without user information
Only the learning contents are listed without additional overall information about the course.
Course with user progress display
Your overall progress within the course is displayed as a progress bar in the course list and individually for each
content entry within the contents area.Within the content area additionally a second bar displays the progress for
lessons of the type Test Mode. In case that a list entry is a collection object like a group or a book the progress bar
displays the progress summary of its subordinated lessons.
Course with access counter
A number is displayed next the course entry and as well next to the list entries of the content area representing
the overall amount the item has been accessed by users. It is more or less a traffic counter indicating highly
frequented courses and contents. High access frequencies may stand for popularity as well as for difficulty.
Note
The display of tracking based data is not supported in the Oracle Edition.
1.3.5.2
Playback of Contents
Start your assigned learning contents by performing one of the following actions:
o Start the course directly
To start the whole course, click Start (bottom right of the course description). The library function opens
in a new window and displays all the available contents of the course.
o Start subordinated content of the course
Click a list entry in the contents list of the course to start it.Depending on the type of list entry, either the
library will start in a new window (to display all subordinated contents) or content playback will start (for
example, books or lesson modes).
o Restart subordinated contents
If you have already started items in the contents list, the option restart will be displayed for these
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items. You can click the option to discard your current progress and start the content again from the
very beginning.
o Start mobile playback to use contents anywhere
To start a course on your mobile device, simply use the QR Code button next to the Start button. A dialog
box appears displaying your QR Code, which contains the server address for accessing the course
directly. Use a QR code scanner app on your mobile device to access the course (without the need to type
in the server address). Note that your mobile device must be connected to the same network where the
Manager is located.
If your colleagues have to do the same course, you can even print out the QR code and display it at a
relevant location (for example, a newly acquired machine you are learning about right now).
1.3.5.3
Displaying Learning Progress
In addition to the progress bar and access counter, the learner view provides you with an interface. This allows
you to have a detailed look at your learning progress in each course by switching the display mode of the content
area. The availability of this feature is indicated by the Show status option at the top right corner of the content
area. Otherwise it has be turned off on the server.
Show learning status
Just click on Show status to switch to the status view. All lesson modes and book pages contained in the course
are displayed in a list, each with its own learning progress/status.
Note
This function is not supported in the Oracle Edition.
In the status list you can start each list item by clicking the corresponding name. In addition you can restart items
you have already begun. For each started item, the option restart is displayed next to the progress. Just click it to
discard your progress and start the item from the beginning.
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1.3.5.3.1
Certificate
The 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.
1.3.5.4
Search for Content
The search function enables you to filter the contents in your assigned courses using a specific string match.
Some additional options are available to help you increase the availability of matches. Note the availability of
additional help options is specified on the server. This means they might be deactivated and not available to you.
Note
This function is not supported in the Oracle Edition.
If you use the search field without any additional options, the search will return all string matches in the Title,
Description, Short Description or Keywords of contents in your currently selected course. Just enter a search
phrase into the input field and press ENTER or click the button Search. Search results will be displayed in the
contents area. You can sort the results by Title or Status. To do so, use the up and down arrow symbols displayed
next to the column headers.
Additional search options
Additional search options are displayed next to to the search input field.Activate the checkbox to extend your
search criteria. The following additional options may be available to you:
Search option
Description
all courses
Activate this option to display matching contents in all of your assigned courses.
global
Activate this option to search all published contents. Also returns matches that are not
part of your current assignments.
fulltext
Activate this option to perform a full text search of contents. Search will return matches
in any text elements indexed by the server’s indexing function that fit the search criteria.
This includes, for example, PDF documents attached to contents.
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The effectiveness of the additional search options depends on how they are combined. For example, if you do not
activate all courses or global and you select fulltext, the full text search will only return matches in your current
selected course.
1.3.5.5
The Feedback function
The trainer enables you to write a comment on recent learning content. 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 Feedback dialog box, use the Feedback button as displayed within the control bar or
press the key combination CTRL + F1 while playback.
Note
o This function has to be activated by a master author or project leader in the workarea settings. You
will see the Feedback function being available by having the Feedback button displayed within the
control bar.
o CTRL + F1 is the default key combination which can be replaced by another. Note the instructions as
given to you for your learning scenario.
o The activation of the Feedback function is a workarea-specific setting. Since your learning contents
might be assigned from different workareas, the availability of the Feedback function can vary.
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1.3.6 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.
1.3.6.1
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
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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 to work with the content that is relevant
to him and ensure variety due to different information formats.
1.3.6.2
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.
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1.3.6.2.1
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:
o Width and Height:
These values determine the book page's width and height. The values are stated in pixels.
o 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
.
o 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.
o 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.
o 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 color space or as a hexadecimal value. Ensure
that you have previously specified a width for the border so that it is actually displayed.
o Border style:
Determines the style of the border that you can select from the drop-down list.
o 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.
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1.3.6.2.2 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&amp;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:
o Objects for different information
o Modes, books and documentation
o Media files
o Embedded documents
Once you have edited your book page, save it using the Save page
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1.3.6.3
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.
1.3.6.3.1
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 Shape
Insert Bubble
Insert Image
Insert Text Box
Insert Placeholder
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Button
Function
Insert Active Area
Insert Text Pop Up
Insert BPM Object
Insert Connection
For editing of objects, please read the corresponding section.
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:
o Arrow color
This value defines the arrow's color. The Select color... option can be used to define an appropriate value.
o Thickness
This value allows you to define the arrow's thickness. The value is given in pixels.
o Arrow head 1 & 2
There are several different types of arrow heads to choose from:
None
Standard
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Triangle - Hollow
Triangle - Filled
Diamond – Hollow
Diamond – Filled
Circle - Hollow
Circle - Filled
o Advanced:
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.
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
o Shape color
Here you can select a color for the shape. If you would like to define a value, click on Select color…
o 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.
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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.
o Gradient
o Shape Color (Gradient)
o Border Color (Gradient)
o Design Roll-Over
o Shape color
o Shape Color (Gradient)
o Border color
o Border Color (Gradient)
o Design Click
o Shape color
o Shape Color (Gradient)
o Border color
o Border Color (Gradient)
o 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
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Shape
Direction / Shape Value
Decagon
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
4-Point Star
Shape thickness
5-Point Star
Shape thickness
6-Point Star
Shape thickness
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
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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:
o Text:
Click on the text field to open the HTML editor, where you can enter and format your text for the bubble.
o 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.
o 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.
o 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.
o 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 bubble per Drag & Drop. After it’s
been repositioned, the bubble will be displayed normally with no arrow markers.
o 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
in the Image parameter to insert a corresponding image file.
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.
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o Image Roll-Over:
You can use the Image Roll-Over option to insert an image that is faded in when the mouse is moved over
it.
o Click Image:
You can use the Image Image option to insert an image that is faded in when the image is clicked on.
Further options
o 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.
o 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.
o Link to:
You can use this parameter to link the image you have inserted with an external webpage or object from
the Workarea.
o 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.
o 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.
o 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
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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.
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:
o Design Roll-Over
o 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:
o Background color
o Font color
o Border color
o 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:
o Standard
o More Info
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o 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
o 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.
o 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.
o 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 pop-up in the view, deactivate the setting.
1.3.6.3.2 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:
In the toolbar, select the relevant type which you would like to link to content. A button is then created on your
book page.
To insert a link, select the Edit link…
button adjacent to the link to parameter in the Object Editor.
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.
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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 items 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.
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.
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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.
1.3.6.3.3 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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1.3.6.3.4 Media files and documents
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:
Media files
Flash animation
Windows Media Player file
QuickTime file
Audio Object
Documents
Insert HTML document
This object embeds HTML documents in an IFrame on the book page.
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 file
Insert a file in your book page as follows:
1.
In the book page editor toolbar, select the format you would like to insert.
2.
Click on Edit link...
3.
Now click on the file in the desired format and click on Open.
of the Source parameter in the object editor.
The file is now displayed on your book page. A media file will also have been copied into the book page folder and
can be played back.
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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:
o Show Control: (Windows Media Player, QuickTime)
You can use these to view the control bar.
o Show Statusbar: (Windows Media Player)
If this setting is activated, the playback status and file expiration time will be displayed.
o Sound channel: (Audio Object)
This parameter determines which channel is used for sound.
o 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.
o Window Mode: (Flash)
Window mode affects the display of the background and the performance when playing a Flash
animation.
o 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.
o Repeat: (QuickTime, Audio Object)
Activate this parameter if the object is meant to start again after being played back.
o Scaling method: (QuickTime)
This parameter modifies the size scaling of the inserted media file. Use the drop-down 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:
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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.
1.3.6.4
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.
1.3.6.4.1
Editing parameters
There are various parameters available in the object Editor for editing objects. These depend on the object in
question:
o 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.
o Background Color:
This value can be used to define an object's background color. The Choose color...
used to define an appropriate value.
option can be
o 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".
o Border Color:
This parameter determines the color of an object's border. The Choose 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.
o Padding:
The parameter Padding defines the internal spacing between the border and the text or image. The value
is defined in pixels.
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o 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: Design)
o Font:
The Parameter identifies the text font. The default setting for this is Arial.
o Font Size:
This parameter defines the font size. The value is defined in pixels.
o Font Color:
This value can be used to define an object's text color. The Choose color...
option can be used to
define a corresponding value in the RGB or HSV color space or as a hexadecimal value.
o 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 drop-down list.
o Vertical Orientation:
This setting defines the vertical orientation of text. The text orientation is set by default to Top.
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1.3.7 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 permissions.
1.3.7.1
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.
Email
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.
Repeat Password
Repetition of the password you have entered to ensure it has been entered
correctly.
1.3.7.2
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 Clear 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.
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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.
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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1.4
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.
1.4.1 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.
Syntax
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.
Syntax
192.168.1.10/24
Using wildcards
You can structure IP addresses dynamically using the wildcard character, e.g.
Syntax
192.168.1.10*
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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.
1.4.2 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.
1.4.3 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:
o Minimum password length:
Indicates the minimum character length of the password. If you enter 0, user accounts may be created
without passwords.
o Password must contain number:
Indicates that the password to be entered must contain at least one numeric character (0-9).
o Password must contain special character:
Indicates that the password to be entered must contain at least one special character (&,$,...).
o 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.
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Note
o 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.
o 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.
1.4.3.1
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.
1.4.4 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.
1.4.4.1
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.
1.4.4.2
Settings for Internet Explorer
Open the browser settings by clicking Tools > Internet settings and make the following changes:
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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.
Customer
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SAP Workforce Performance Builder 9.2
SAP Workforce Performance Builder Manager
1.5
Landscape enhancements
In this chapter you can find information about scenarios in which the Manager interacts with other platforms and
applications.
Note
o The following scenarios may need additional license and landscape requirements.
o The following chapters describe mainly the configuration and processes on side of the Manager.
Refer to the according platform or application documentations as linked in help texts.
1.5.1 Connect with Solution Manager
The Manager can be connected to the SAP Solution Manager functioning as source for training materials and
learning contents on one hand and as powerful collaboration platform for the creation of these contents on the
other hand. Setting up a connection between both platforms enables you to synchronize your Business Scenarios
from SAP Solution Manager into the Workforce Performance Builder Manager automatically creating the
according structures in the workarea. These can then be assigned, edit and published by authors using the SAP
Workforce Performance Builder Components.
The SAP Solution Manager can take use of these created contents and distribute them with its Business
Scenarios.
1.5.1.1
Prerequisites
The following prerequisites will be needed:
Prerequisite
Description
SAP Solution Manager
A running instance of the Solution Manager in minimum
version 7.1 SP9.
SAP Workforce Performance Builder Manager
Microsoft Edition
A running instance of the Manager - Microsoft Edition in
minimum version 9.2.1.
Network communication between instances
Both server applications have to be able to communicate
with each other within one network or across different
networks.
SAP Workforce Performance Builder 9.2
SAP Workforce Performance Builder Manager
Customer
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141
1.5.1.2
Procedure
Setting up the connection
The setup of the connection between SAP Solution Manager and SAP Workforce Performance Builder Manager
has to be done on side of SAP Solution Manager. For the setup the following data has to be provided:
o URL of the current Manager instance
o The Workarea Id of the workarea to be connected to. It is displayed in brackets following to each workarea
name within section Administration > Workareas / Tags
For detailed information about initiating the connection in SAP Solution Manager read the according
documentation.
Initial structure creation
Firstly you have to create Business Scenarios, Business Procedures and Steps within the Solution Manager
interface. Read more in the SAP Solution Manager documentation on how to do so.
By synchronization between both platforms for each Business Scenario a tree structure will be automatically
created in the tree node Unsorted. It reflects the structure of the according Business Scenario like the following
example:
Business Scenario (group)
Business Procedure 1 (group)
Step 1 (empty project)
Step 2
Business Procedure 2
Step 1
Step 2
You can now move the structure into your object tree placing it freely as needed. All further synchronizations are
depended to the UID of the objects thus their position in the tree doesn't matter. This enables you to connect an
already existing workarea already filled by other contents.
Addition of structure elements
By using the synchronization function in SAP Solution Manager newly added steps can be added to the according
tree at any time. Added Steps (projects) or Business Procedures (groups) will be created subordinated to the
group which stands for the according Business Scenario. Consider that the user account which is used for the
synchronization authentication has to hold the write token of the parent object.
o In case of adding steps this has to be the parent group representing the Business Procedure.
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Customer
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SAP Workforce Performance Builder 9.2
SAP Workforce Performance Builder Manager
o In case of adding Business Procedures this has to be the group representing the Business Scenario.
Content creation
The automatically created projects are empty and without type specification. Initially opened within the Producer
each author can specify either the project will be a simulation or a navigation. You can now assign the projects to
your team of authors and power users who record, enrich and finalize the contents of the created projects and
generate according documentations.
Consider that only the contents and assets of the projects will be recognized when synchronizing again with the
SAP Solution Manager.
You may add any file asset to the project as it might be useful for the according step. SAP Solution Manager will
open the file by the operating system defined standard application. Lessons will be started from the SAP
Workforce Performance Builder Manager.
Publish to Solution Manager
Publish the created contents to make them available for users connecting with the Manager. Now start
synchronization in Solution Manager with selecting all Steps contents have been finalized for. The Solution
Manager will create links to all assets and lessons of each projects representing a Business Step.
Content deletion
Deleting contents in this connection scenario you may consider the following facts:
o Deletion of structures in SAP Solution Manager
In case a Business Scenario, Business Procedure or Business Step is deleted within the SAP Solution
Manager the UID based connection gets lost. Thus the deletion cannot be transferred to the SAP
Workforce Performance Builder Manager at next synchronization. As a result according objects have to
be deleted manually within the Manager interface.
o Deletion of structures in SAP Workforce Performance Builder Manager
Deleting objects in the Manager which are connected to the SAP Solution Manager will result in invalid
links within the SAP Solution Manager. Additionally at the place of the deleted object an unknown
reference object will be created on next synchronization of the according Business Step.
SAP Workforce Performance Builder 9.2
SAP Workforce Performance Builder Manager
Customer
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143
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