SAP Workforce Performance Builder 9.4 Producer Installation Guide

SAP Workforce Performance Builder 9.4 Producer  Installation Guide
Installation Guide
Workforce Performance Builder
Document Version: 1.0 – 2015-04-15
SAP Workforce Performance Builder 9.4
Producer
CUSTOMER
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Textual cross-references to other documents.
2
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Customer
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SAP Workforce Performance Builder 9.4
Typographic Conventions
Table of Contents
1
1.1
1.2
1.3
1.4
1.5
Introduction ................................................................................................................................................... 4
About this document ............................................................................................................................................... 5
List of Documents .................................................................................................................................................... 5
General Information.................................................................................................................................................6
1.3.1
Identification ............................................................................................................................................6
1.3.2
System requirements .............................................................................................................................8
1.3.3
Upgrades ..................................................................................................................................................9
1.3.4
Technical Support ................................................................................................................................. 10
New Features ......................................................................................................................................................... 10
Before you start ......................................................................................................................................................11
1.5.1
SAP Notes for the installation ...............................................................................................................11
2
Preparation.................................................................................................................................................... 12
3
3.1
3.2
3.3
3.4
Installation .................................................................................................................................................... 13
Files ......................................................................................................................................................................... 13
Filetypes.................................................................................................................................................................. 13
Shortcuts ................................................................................................................................................................ 14
Pre-parameterization of the Installer ................................................................................................................... 15
3.4.1
Use .......................................................................................................................................................... 15
3.4.2
Prerequisites .......................................................................................................................................... 15
3.4.3
Procedure .............................................................................................................................................. 15
Prerequisites ......................................................................................................................................................... 24
Procedure .............................................................................................................................................................. 25
3.6.1
Installing the Producer ......................................................................................................................... 25
3.6.2
Notes on updating the Producer ......................................................................................................... 25
3.6.3
Creating a Workarea ............................................................................................................................ 26
3.6.4
Integrating Resources...........................................................................................................................27
3.6.5
Migrating a Workarea ........................................................................................................................... 28
3.6.6
Settings for Recording and Playback ..................................................................................................37
3.5
3.6
4
4.1
4.2
4.3
Post-Installation .......................................................................................................................................... 38
Database ................................................................................................................................................................ 38
Files ........................................................................................................................................................................ 38
Registry .................................................................................................................................................................. 38
5
5.1
5.2
Additional Information ............................................................................................................................... 40
Uninstalling Producer ........................................................................................................................................... 40
Working with the Producer under Citrix .............................................................................................................. 41
5.2.1
Installation on the Citrix terminal server ............................................................................................. 41
5.2.2
Seamless Load-Balancing Citrix .......................................................................................................... 41
5.2.3
Setting up an author environment ...................................................................................................... 42
SAP Workforce Performance Builder 9.4
Table of Contents
Customer
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3
1
Introduction
This installation guide will provide you administrative support in using the SAP Workforce Performance Builder
Producer as well as the applications required for creating and playing learning content. Various prerequisites need
to be complied with when installing the Producer and when recording and playing lessons and specific settings
applied.
Once the installation has been completed and the appropriate settings applied, work can begin immediately on
producing learning content in the Producer.
Should you require help with the installation or the applicable settings, please contact support, which is available
to assist you with any questions. You will find the necessary information and contact data in the "Technical
support" section of this manual.
4
Customer
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SAP Workforce Performance Builder 9.4
Introduction
1.1
About this document
Purpose
This document is intend to guide you through all installation and configuration processes which are necessary to
successfully run your component of the SAP Workforce Performance Builder for first time.
Constraints
This document is not intended to give you information about user processes or configuration methods within the
installed Producer.
Go the chapter List of Documents to find more related documentation.
1.2
List of Documents
The following table lists all documents available guides and manuals of the SAP Workforce Performance Builder:
Document
Link
Producer Installation Guide
SAP Help Portal
Producer Manual
SAP Help Portal
Producer Security Guide
SAP Service Marketplace
Instant Producer Installation Guide
SAP Help Portal
Instant Producer Manual
SAP Help Portal
Manager Installation Guide
SAP Service Marketplace
Manager Operations Guide
SAP Service Marketplace
Manager Manual
SAP Help Portal
Manager Security Guide
SAP Service Marketplace
Navigator Installation Guide
SAP Help Portal
SLC Player Installation Guide
SAP Help Portal
System Requirements
SAP Help Portal
SAP Workforce Performance Builder 9.4
Introduction
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1.3
General Information
1.3.1
Identification
Property
Value
Software Name
SAP Workforce Performance Builder
Software Version
9.4
Component Name
Producer
Component Version
9.4.0.247
Software Language
1.
1033: English
<LCID decimal: Identifier>
2.
1031: German
3.
1034: Spanish
4.
1036: French
5.
1037: Hebrew
6.
1043: Dutch
7.
1046: Portuguese (Brazil)
8.
1041: Japanese
9.
1042: Korean
10. 1049: Russian
11. 2052: Chinese (Simplified)
12. 1028: Chinese (Traditional)
13. 1029: Czech
14. 1030: Danish
15. 1035: Finnish
16. 1038: Hungarian
17. 1040: Italian
18. 1045: Polish
19. 1054: Thai
20. 1055: Turkish
21. 1057: Indonesian
22. 1066: Vietnamese
23. 1081: Hindi
24. 1086: Malay
25. 1026: Arabic (Saudi Arabia)
26. 2052: Serbian
6
Software Manufacturer
SAP
Installer Size (MB)
~ 49 MB
Customer
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SAP Workforce Performance Builder 9.4
Introduction
Property
Operating System
Included in
software packages
Description
SAP Workforce Performance Builder 9.4
Introduction
Value

Microsoft Windows Vista

Microsoft Windows 7

Microsoft Windows 8 (without tile mode)

SAP Workforce Performance Builder Enterprise
Edition

SAP Workforce Performance Builder Producer
The Producer provides the authoring environment
which enables content developers to create, edit,
localize, update and deploy high quality simulations,
documentation, soft skill trainings, and navigations for
their end users.
Customer
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1.3.2
System requirements
Type
Specifications
Operating system
32 & 64 bit version of

Windows Vista

Windows 7

Windows 8 (without tile mode)
Processor
Pentium IV, at least 1 GHz
Memory
A minimum of 1 GB
Hard drive
200 MB of free space
Browser
Internet Explorer 7.0 – 11.0
Soundcard
Any soundcard
For production of audio lessons and book pages
Microphone
Any microphone
For recording of audio
Scenario
Requirement
SAP Business Suite
SAP GUI Scripting activated
(serversided and role-specific)
Java Applications
Java Access Bridge installed
Windows Vista
Windows Automation API
Documentation Generation
MS Office (Word and PowerPoint) 2007 - 2013
PDF Generation
MS Office 2007 and Plug-In Microsoft Save as PDF
MS Office 2010 / MS Office 2013
8
Aris Import
Symbio 4.2
(license required)
ViFlow
ViFlow 5.0
HPQC
HPQC 11
Customer
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SAP Workforce Performance Builder 9.4
Introduction
1.3.3
Upgrades
Does the package upgrade existing package(s):
Package Version
SAP Workforce Performance Builder 9.4
SAP Workforce Performance Builder 9.4
Introduction
Upgrade actions

Resource structure (workarea)
Read according chapter Migration of a Workarea.
Customer
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1.3.4
Technical Support
Please use the SAP Incident Wizard on the SAP Service Marketplace to submit your incidents on the following
components:

KM-WPB // Workforce Performance Builder

KM-WPB-PRO // Workforce Performance Builder – Producer

KM-WPB-IPR // Workforce Performance Builder – Instant Producer

KM-WPB-MGR // Workforce Performance Builder - Manager

KM-WPB-NAV // Workforce Performance Builder - Navigator
If you are not familiar with the SAP Service Marketplace, please read the following information:

To access the SAP Support Portal you need an S-user ID and password. You can request access data from
your SAP Super Administrator or register online on the SAP Service Marketplace page under ‘Registration‘.

With this user, you have read-access to all the contents of the SAP Support Portal, you can use the SAP
Community Network and SAP Help Portal, and you can also book courses under SAP Education.

If you want to work with the support applications (Incident Wizard, license key request, system data
maintenance, software download and so on), you need the corresponding authorizations, which your SAP
Super Administrator can give you.

You can find information for new users and about support applications on the Support Portal Homepage
under ‘Learn More‘. There you can also register for a personal overview demonstration of the SAP Support
Portal.
1.4
New Features
Please read the What's New document according to your version to find out newly implemented functions as well
as enhanced features in your component of the SAP Workforce Performance Builder.
The What's New documents are to be find in the SAP Service Marketplace.
10
Customer
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SAP Workforce Performance Builder 9.4
Introduction
1.5
Before you start
1.5.1
SAP Notes for the installation
You must read the following SAP Notes before you start the installation. These SAP Notes contain the most
recent information on the installation, as well as corrections to the installation documentation.
Make sure that you have the up-to-date version of each SAP Note, which you can find in the SAP Support at the
Internet address:
http://service.sap.com/notes.
Use the following component identifiers to filter SAP Notes Search by filter Application Area:






KM-WPB // Workforce Performance Builder
KM-WPB-PRO // Workforce Performance Builder – Producer
KM-WPB-IPR // Workforce Performance Builder – Instant Producer
KM-WPB-MGR // Workforce Performance Builder - Manager
KM-WPB-NAV // Workforce Performance Builder - Navigator
KM-WPB-SMI // WPB Interface to Solution Manager
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Introduction
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2
Preparation
Recommendation
Check the chapter Additional information to avoid installation conflicts which might come up in a special
scenario.
12
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Preparation
3
Installation
3.1
Files
Location
Path
Default application location
%ProgramFiles%\SAP Workforce Performance
Builder\Producer 9.4
Default workarea location
%USERPROFILE%\Producer Workareas
3.2
Filetypes
The installation and the use of the Producer results in registration/existence of new file formats.
File suffix
*.dkp
Symbol
Identification
Archive to exchange contents and
resources between:

Producer

Instant Producer
*.exe
Self-starting deployment output
containing contents and resources
needed for playback.
*.slc
Deployment output for SAP
Learning Center containing
contents and resources needed for
playback.
*.deploy
Deployment control file containing
list of assets to be used for
deployment.
*.meta
Control file for communication with
Central Workarea/Manager
containing information about
object state and ownership of write
token.
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3.3
Shortcuts
Application
Shortcut
Producer
14
Customer
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Installation
3.4
Pre-parameterization of the Installer
3.4.1
Use
Pre-parameterization of the Installer file will enable you to roll-out Producer in one or more central remote
installation scenarios whereas you can predefine or restrict Producers behavior on workarea creation as well as
on resource handling. Furthermore you can provide connection data to an already existing instance of the SAP
Workforce Performance Builder Manager without the need to send it separately.
3.4.2
Prerequisites
To pre-parameterize the installation process of the Producer you will need the following prerequisites:
1.
Producer installation file, e.g. SAP-Workforce-Performance-Builder-Producer-<version>-<init.
language>.msi.
2.
Windows command line. Open the Run dialog (Windows key + R), type in CMD and press Enter.
3.
In some cases a Text editor application like the Windows build-in "Notepad".
3.4.3
Procedure
The following cases show up scenarios to pre-parameterize the installation process of the Producer. You may
combine given commands but note that some combinations will have side effects.
To combine commands just add commands divided with a space character like in following syntax example.
Syntax
msiexec /i <path of msi file> INITWA=... ADDITIONAL_INITWA=...
Recommendation
Using a path which contains spaces you will have to declare the path in command line by enclosing it with
quotation marks ("...").
Side effects of parameter combinations
1.
Combination of wa_path_fixed with default_wa_path and/or initial_create_wa
1.
2.
wa_path_fixed will be taken, other parameters will be ignored
Combination of default_wa_path and initial_create_wa
1.
initial_create_wa will be taken
2.
if initial_create_wa is not accessible, default_wa_path will be taken
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3.4.3.1
Set default suggested workarea path
Target
Individualize workarea path suggested to the user on first run of Producer.
Use
Provide a suggestion to save the workarea at another path than default, e.g. to enable users to save their contents
at a special storage indexed for backup policies. Users still are able to specify an individual path to store the
workarea.
Procedure
1.
Open command line.
2.
Type in the following command. Replace the <placeholders> with your individual values.
Syntax
msiexec /i <path of msi file> DEFAULT_WA_PATH=<default path>
3.
Finish installation
Result
On first run the Producer opens the select/create workarea dialog suggesting the individualized path by default.
Registry
Registry node
Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB\Producer94
DefaultWAPath
16
Customer
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SAP Workforce Performance Builder 9.4
Installation
3.4.3.2
Set default workarea path without possibility to change
Target
Specify workarea path to be initially created and deny the individual creation of workarea at another path.
Use
Force users to use a specific storage path only and disallow the creation of other workareas not fulfilling the
storage criteria. This might be useful in case of using Citrix environments with auto rollback function or for testing
purpose.
Procedure
1.
Open command line.
2.
Type in the following command. Replace the <placeholders> with your individual values.
Syntax
msiexec /i <path of msi file> WA_PATH_FIXED=<fixed WA>
3.
Finish installation
Result
On first run the Producer doesn't show the select/create workarea dialog but automatically creates the workarea
at the given path. The menu item to change/create workarea will be disabled.
Registry
Registry node
Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB\Producer94
WAPathFixed
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3.4.3.3
Create initial workarea automatically
Target
Create initial workarea directly at specified path without displaying the select/create workarea dialog.
Use
Auto create a workarea at a special system path without needing the user to know where to store.
Procedure
1.
Open command line.
2.
Type in the following command. Replace the <placeholders> with your individual values.
Syntax
msiexec /i <path of msi file> INITIAL_CREATE_WA=<INITCREATEWA>
3.
Finish installation
Result
No select/create workarea dialog will be shown on first run of the Producer but the initial workarea will be created
automatically within the path specified.
Registry
Registry node
Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB\Producer94
InitialCreateWA
18
Customer
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Installation
3.4.3.4
Individualize resource source location
Target
Individualize the path the Producer takes its resources from on initial workarea creation or edit configuration.
Use
Provide a set of initial resources independently from changes to initial resources which might come up with
Producer updates. This will enable you to manage and roll-out initial resources globally.
Procedure
1.
Go to the installation directory of an already existing Producer installation (Default: C:\Program Files
(x86)\SAP Workforce Performance Builder\Producer93).
2.
Copy the content of the INITWA folder (..\initwa).
3.
Create individual folder, e.g. "myinitwa", and paste the files from INITWA folder.
4.
Open command line.
5.
Type in the following command. Replace the <placeholders> with your individual values.
Syntax
msiexec /i <path of msi file> INITWA=<INITWA>
6.
Finish installation
Result
On workarea creation or edit configuration the Producer will import its resources from individualized INITWA
folder.
Registry
Registry node
Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB\Producer94
InitialWA
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3.4.3.5
Specify additional resource source location
Target
Add an additional source path the Producer takes its resources from on initial workarea creation or edit
configuration.
Use
Provide a set of custom resources to be included or restored on workarea creation or configuration.
Procedure
1.
Create individual folder and insert different resources as in INITWA folder.
2.
Open command line.
3.
Type in the following command. Replace the <placeholders> with your individual values.
Syntax
msiexec /i <path of msi file> ADDITIONAL_INITWA=<ADDTIONALINITWA>
4.
Finish installation
Result
On workarea creation or edit configuration the Producer will import its resources from individualized additional
INITWA folder as well.
Registry
Registry node
Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB\Producer94
AdditionalInitWA
20
Customer
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SAP Workforce Performance Builder 9.4
Installation
3.4.3.6
Specify path for automatical resource updates
Target
Specify resource path to automatically update resources if more recent versions are available.
Use
Force the user to use a custom set of resources and its most recent versions at any time.
Procedure
1.
Create individual folder and insert more recent resources as in Producers INITWA folder.
2.
Open a text editor and create file update.xml like the following. Add one <Resource> line for each resource to
be taken.
Syntax
<?xml version="1.0" encoding="utf-8"?>
<root>
<Application name="producer">
<AppVersion Minimum="9.2" Maximum="999" IncludeMinimum="true"
IncludeMaximum="true"/>
<Resource mandatory="true" method="auto" title="my
settings">C:\autoupdateProducer\mysettings.dkp</Resource>
</Application>
</root>
3.
Save the XML file to the folder to be used as source for auto update.
4.
Open command line.
5.
Type in the following command. Replace the <placeholders> with your individual values.
Syntax
msiexec /i <path of msi file> AUTOUPDATE_PATH=<AUTOUPDATEFOLDER>
6.
Finish installation
Result
The Producer will import the resources from individual specified folder on Producer startup, on workarea creation
or when update-time-interval is expired. The updates path is shown within the Producer settings.
Note
o If AUTOUPDATE_PATH is enabled, manual changes to according parameters in settings dialog are
disallowed.
o Resources imported by auto update function cannot be deleted manually.
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o If a resource specified in the XML file is not available within specified folder the Producer will display
an error message on startup.
Registry
Registry node
Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB\Producer94
AutoUpdatePath
22
Customer
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SAP Workforce Performance Builder 9.4
Installation
3.4.3.7
Predefine Manager connection
Target
Provide values for a connection to the Manager to prefill connection dialog.
Use
Enable users to easily connect with an existing Manager instance.
Procedure
1.
Download connection file from Manager (click on Connect Instant Producer).
2.
Open command line.
3.
Type in the following command. Replace the <placeholders> with your individual values.
Syntax
msiexec /i <path of msi file> MANAGER_CONNECTION=<path to connection file>
4.
Finish installation.
Result
On opening Connect with Manager... dialog the dialog fields are filled out with the connection values from the
connection file. The user just has to enter password.
On startup of Producer it will be checked if an URL mismatch between user/administrator setting exists and, if so,
a message box will prompt for confirmation to keep user settings or re-apply administrative settings.
Recommendation
You may want to provide connection path only without individual username. In this case open the
connection file with a text editor and empty or anonymize (e.g. "<enter your username here>") the
parameter Authentication user.
In this case no message will appear to user, since the URL settings check will fail in any case.
Registry
Registry node
Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB\Producer94
ManagerConnection
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3.5
Prerequisites
You will need the ability to run the installer with administrator permissions for the PC on which the Producer is to
be installed.
Note
To install on a Citrix terminal server please refer to the chapter on working under Citrix.
24
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SAP Workforce Performance Builder 9.4
Installation
3.6
Procedure
3.6.1
Installing the Producer
To install Producer, perform the following steps:
1.
Start the installation program by double-clicking the installation file program icon.
2.
The installation program will guide you through all the steps for installing the Producer. Now follow the
instructions in the displayed dialog.
3.
1.
A welcome dialog with the Producer version will be displayed. Click on the Next button.
2.
Select the installation folder. This will be proposed to you by the Producer in C:/Program Files/SAP
Workforce Performance Builder.
The Browse... button allows you to change the installation location. A dialog will open allowing you to
select a different folder.
3.
Initiate the installation process by clicking on the Install button. The installation will now be executed.
Once the Producer has been installed, you can close the installation program by clicking on the Finish button.
If the Run Producer setting is activated, the Producer will be opened when the dialog is closed.
In general use, you can launch the Producer by double-clicking on the Producer icon on the desktop or via the
start menu, from Programs -> SAP Workforce Performance Builder.
3.6.2
Notes on updating the Producer
In case you update an already existing installation of the Producer note the following information.
3.6.2.1
Update Producer using a service release version (SP)
If you want to update an already existing Producer installation to a newer service release (SP) without a change of
the major version the installation program will recognize the existing installation and automatically overwrite
existing program components within the installation process.
Opening an already existing workarea as created with formerly installed version the migration assistant will
appear, offering you to update your workarea resources to most recent resource version. Proceed as described in
chapter Migrating a Workarea.
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3.6.2.2
Update Producer to next major version
If you want to install a new major version (e.g Producer 9.2) note that any already installed previous major version
(e.g. Producer 9.1) won't be uninstalled automatically. Both versions can be installed side by side in your system.
This enables you to work on different workareas having different version requirements.
However, consider to use only one Producer version on each workarea you have. Don't open workareas which
have been created or migrated by your most recent Producer version with any older Producer version or vice
versa when the workarea has to stay editable for other authors using the same older Producer version.
In case the older Producer version is not required anymore you have to uninstall it manually. Read chapter
Uninstalling Producer in Additional information on how to do so. Consider to select the correct Producer version in
the application list since at least two entries will be available.
3.6.2.3
Update Producer using a custom program path
In case you installed your previous Producer version to a custom path like D:\programs\Producer and you want to
install your new major Producer version by using the same custom path you should uninstall the previous
Producer version before to avoid unnecessary entries in your systems program list. After uninstallation of the
previous version you may use your custom installation path again.
3.6.3
Creating a Workarea
If you would like to create a new Workarea, then select the Select Workarea... function in the Workarea menu.
1.
A Workarea selection dialog is opened after startup, offering a preset path for filing the folder.
This path is under:
%USERPROFILE%/Producer Workareas/ Workarea
Changing the name
If you would like to change the name of the Workarea, you can do so using the path data in the Target
directory. Replace the prescribed name with the new name.
Changing the base directory
1.
To set a different directory as the base directory, click on the Select button.
2.
Designate the folder in the directory structure in which the Workarea is to be set up and click on Create
new folder. Give this a name of your choosing.
3.
Then click on OK to confirm the dialog. The path for the Workarea folder is now displayed in the dialog.
2.
You will see the standard installation resources displayed in the window under the Target directory. You can
use this selection to define the resources to be used.
3.
Click on Create to set up the Workarea. The required files are now copied into the target directory.
Once all the files have been copied into the corresponding working directory, you can confirm the conclusion of
the creation process by clicking on OK. The resources and Content group are now created within the tree
structure.
26
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Installation
Note
The standard installation resources are set up when a Workarea is created. You can then insert individual
resources, such as customized styles or application profiles, in your Workarea via Import Archive…
3.6.4
Integrating Resources
Individual Workarea resources can be integrated in the Producer. For example, these can be:

Individual application profiles

Customized styles (library, trainer, bubble type etc.)

Customized document templates

Text files for the project languages
Importing resources
The resources are imported as archive files in DKP format (*.dkp).
1.
To do so, navigate in the Project Explorer to Import Archive... in the Workarea menu.
2.
Select the archive file you want. You may select one or a number of files.
3.
A dialog will then open at the same time as you are shown the contents of the archive file. Now select whether
to import the entire archive or only part of it. Confirm your selection by clicking on OK.
Your resources will now be imported into, and be available in, the Workarea.
A number of resources need to be activated for use as the default. Select the appropriate resource in the
Producer's resource tree and click on Set as default in the object editor.
You will find additional information about the resources in the Producer's F1 Help.
Managing Resources in the Central Workarea
In order to make certain resources available to all of a Central Workarea's users, save these resources from your
Producer into the Central Workarea.
To do so, select the resource and click on Store on the server.. in the Central Workarea menu.
An author can store this resource in his local Workarea using the Fetch objects... function in the Central Workarea
function.
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3.6.5
Migrating a Workarea
Migrating a workarea allows you to update the workarea resources to a newer Producer version. The migration is
necessary, as a newer version of the Producer includes changes in the resources and the resource structure.
During the migration the resources will be changed to the new requirements and your own resources will be
converted. The migration does not change the content of the workarea.
The migration of a workarea has to be done for:

a new release (Major Release)

a service pack
The migration of a workarea depends on your SAP Workforce Performance Builder Edition and includes the
following steps:


Desktop Edition - local workareas
1.
Backup of the workarea
2.
Preparation of the migration
3.
Installation of the new Producer version
4.
Migration of the workarea
Enterprise Edition - central and local workareas
1.
Backup of the database and corresponding files
2.
Backup of the local workareas
3.
Preparation of the migration
4.
Checkout of write permissions for the resources by the master author
5.
Installation of the new Producer version
6.
Upgrade to the new Manager version
7.
Creation of a new Manager password (only Migration from 9.1)
8.
Migration of the central workarea by the master author
9.
Migration of the local workareas by the standard authors
Note
The migration is only possible for workareas from the Producer version 9.1. Older workareas have to be
updated at first in a Producer 9.1 and afterwards to be migrated into the current Producer version.
Note
After the migration it is not possible to use the workarea in an older Producer version.
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Migration of user-defined resources
A workarea can include user-defined resources for the creation of individual learning content. Typical user-defined
resources are bubble styles, settings or templates.
During the migration, user-defined modifications and settings will be kept and converted into the new resource
structure. The adaptations won’t be deleted.
In a workarea with an up-to-date resource structure imported resources have to be migrated individually.
For further information on changes in the resources, refer to the chapter 'Differences in Resource Structure'.
Migration of an Instant Producer workarea
The workarea migration of an Instant Producer for the Enterprise Edition is executed automatically after the first
start of the program.
The workarea migration of an Instant Producer for the Desktop Edition can be done after the migration of the
resources in the central workarea (see chapter Central Workarea - Enterprise Edition). The synchronization is
executed automatically after the first start of the program.
3.6.5.1
Local Workarea - Desktop Edition
The migration of a workarea for the Desktop Edition allows you to update a local workarea of your Producer.
Preparation for the migration
Before migrating a workarea the following preparations and requirements are necessary:

Backup workareas
Before migrating a workarea make an archive, which you can revert to in the event of any problems. This can
be done with the Export Archive... function in the menu Workarea -> Administration.

Update workareas to version 9.1
The migration is only possible for workareas from the Producer version 9.1. Older workareas have to be
updated at first in a Producer 9.1 and afterwards to be migrated into the current Producer version.

Take a note of trainer Configurations (only Migration from 9.1)
The settings of the trainer Configuration (old trainer) won't be converted. Before migrating the workarea take
a note of your configurations.
After the migration adapt the Playback Settings with your configurations.
Migration of the workarea
The migration of a workarea can be executed as follows:
1.
Install the new Producer version.
2.
Open the Producer.
3.
Open the workarea by clicking on Workarea -> Select Workarea...
4.
A dialog box is opened.
o Click on Migrate Workarea to migrate the workarea with recommended settings.
o Click on Show Details.
Afterwards the workarea migration dialog box opens. The dialog box shows the recommended migration
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action for each available resource group.
Adapt the resource actions using the dropdown box.
It is recommended that you keep the settings. Adaptations are only necessary in a few situations, if no
changes should be made.
For further information on the settings see the chapter 'Migration Dialog Box'.
Click Migrate Workarea to start the migration.
The migration will now be executed.
5.
Click OK in the progress dialog, if the migration is completed.
6.
With the finishing of the migration a folder with log files opens.
The folder contains archives with the changed and removed resources, as well as log information. The folder
is located in the workarea folder.
7.
Click Restart in the dialog box. Restarting the Producer is necessary so that the new resources and
configurations can take effect.
Note
Do not import the outdated resources of the log folder into your workarea again.
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3.6.5.2
Central Workarea - Enterprise Edition
When updating the workarea in an authoring environment with a central workarea and a number of local
workareas, it is necessary that the master author performs the update in one local workarea and afterwards
deploys it to the other local workareas. This achieves a consistent use of the needed resources.
Preparation for the migration
Before migrating a central workarea the following preparations and requirements are necessary:
Caution
Make sure, that the preparations and requirements are fulfilled before you perform the migration. This is
necessary to avoid errors during the migration process as well as in the migrated workarea.
Note
Consider the SAP Note 1863148 about the clean up of deleted files in a database of Manager 9.1.

Backup central and local workareas
Before migrating a workarea make an archive, which you can revert to in the event of any problems. This
should be done for the central workarea on the Manager as well as for the local workareas of the authors.

Update workareas to version 9.1
The migration is only possible for workareas from the Producer version 9.1. Older workareas have to be
updated at first in a Producer 9.1 and afterwards to be migrated into the current Producer version.

The migration of a central workarea is only possible from the Manager version 9.2 or higher. Consider the
following:
o Upgrade Manager
Upgrade your Manager 9.1 to the version 9.2 or 9.x. The Manager can handle the new resources and
resource structure.
o Create new passwords
With the Manager 9.2 the password encryption is optimized and old passwords are expired.
Create a new password for your login in Manager. This is necessary for all master and standard authors.
The creation of a new password is only necessary for non LDAP-based users.
Further information about the upgrade of a Manager is available in the Operations Guide.

Save write permissions centrally
Save all write permissions of the resources to the server. The write permissions are necessary for the master
author to migrate the resources. This can be done by selecting a resource and clicking Finish editing.

Take a note of trainer Configurations (only Migration from 9.1)
The settings of the trainer Configuration (old trainer) won't be converted. Before migrating the workarea take
a note of your configurations.
After the migration adapt the Playback Settings with your configurations.
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Migration steps for the master author
The migration can be executed by the master author as follows:
Steps in old Producer and Manager version
1.
Open the workarea in the old Producer version.
2.
Open the workarea by clicking on Workarea -> Select Workarea...
If the authentication dialog appears, insert your user data with the new password.
3.
Start editing resources to get all write permissions. Select the Resources tree and click on Central Workarea > Start editing all objects...
4.
Close the Producer.
5.
Click Shut down in the opened dialog. Do not return the write permissions.
6.
In Manager delete all resources from the trash do avoid the restore of the objects.
Steps in new Producer and Manager version
1.
Upgrade the Manger to the new version.
2.
Install the new Producer version.
3.
Open the Producer.
4.
Open the workarea by clicking on Workarea -> Select Workarea...
5.
The authentication dialog appears. Insert your user data with the new password.
Note
Log on with the user data as used for the checkout of the write permissions to avoid permission errors.
Through the switch of the Producer versions the authentication dialog may appear twice. Insert your user
data again.
6.
A dialog box is opened.
o Click on Migrate Workarea to migrate the workarea with recommended settings.
o Click on Show Details.
Afterwards the workarea migration dialog box opens. The dialog box shows the recommended migration
action for each available resource group.
Adapt the resource actions using the dropdown box.
It is recommended that you keep the settings. Adaptations are only necessary in a few situations, if no
changes should be made.
For further information on the settings see the chapter 'Migration Dialog Box'.
Click Migrate Workarea to start the migration.
The migration will now be executed. During the migration the write permissions of the resources to be deleted
are removed automatically.
7.
Click OK in the progress dialog, if the migration is completed.
8.
The synchronization of all resources with the central workarea is started automatically.
Click OK in the progress dialog, if the synchronization is completed.
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9.
Click Restart in the opened dialog that the changes can take effect.
Recommendation
The migrated resources have the synchronization status Edit and own. If you want to finish the editing
change the status to Edit and share.
Note
Do not restore outdated resources from the trash of the central workarea in your local workarea.
Migration steps for the standard author
After the migration of the central workarea by the master author the standard author can migrate the local
workarea as follows:
1.
Install the new Producer version.
2.
Open the Producer.
3.
Open the workarea by clicking on Workarea -> Select Workarea...
4.
The authentication dialog appears. Insert your user data with the new password.
5.
After the workarea opens, the synchronization of the resources with the central workarea starts
automatically.
If the authors use an Instant Producer the synchronization of the workarea is executed automatically after the
start of the program.
3.6.5.3
Migration Dialog Box
The migration dialog box opens automatically, if the workarea contains outdated resources. The dialog box
contains different setting areas for structuring the resource groups. Each resource group has an individual
migration action.
Migration setting areas
The migration dialog box contains the following setting areas:

Required Resources:
Contains resources, which have to be installed. The resources are necessary for content creation and
playback.

Incompatible Old Resources:
Contains outdated resources, which have to be replaced with a newer resource type.

Recommended Resources:
Contains resources, which can be installed optionally.

Compatible Old Resources:
Contains resources of the same type, which have to be updated.

Created User Resources:
Contains created user resources, which have to be updated.
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
Customized User Resources:
Contains adapted user resources, which have to be updated.
The areas that are shown depend on the available resources.
Migration actions
The following migration actions can be executed for a resource:

Migrate:
Migrates an available resource to the new version. Keeps all changed settings.

Install:
Integrates a new resource into the resource structure.

Overwrite:
Replaces the files of an available resource with the new version.

Skip:
Keeps the current resource status.

Convert:
Updates the files and structures of an available resource.

Remove:
Deletes an outdated resource from the structure.
When selecting a resource, you will see the version and included sub-resources in the help box at the bottom of
the dialog box.
3.6.5.4
Migration of Imported Resources (Conversion)
Beside the migration of a complete workarea single outdated resources can be migrated after the import into an
up-to-date workarea. This can be done for own styles or to use own settings of an older version. The resources will
be inserted as additional resources in the structure and marked with converted. In the workarea available
resources won't be overwritten.
Migration of resources
For the migration of imported resources, proceed as follows:
1.
Open the Producer with an up-to-date workarea.
2.
If you use a central workarea, start the editing of the resource group to get the write permission.
3.
Import the resource archive by using the menu entry Workarea -> Administration -> Import Archive...
4.
In the opened dialog select the archive and click Open.
5.
In the import dialog select the resource and click Ok.
6.
After the import of the resource the migration dialog opens automatically.
Click Ok to start the migration.
The migration will now be executed.
7.
With the finishing of the migration a folder with log files opens.
The resources are stored in the resource structure and marked as converted.
8.
If you use a central workarea, save the resources to the server.
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Handling of migrated resources
The screenshot shows an example for converted resources after the import of a Standard resource. The settings
and documentation templates are created in the resource structure of a current version. The resources marked
with converted and number 2 (or higher) for the second object of a resource type.
The converted resources are additional resources and can be used as standard resources or can be deleted, if not
required. In this case, the settings can be activated in the Configurations resource and the Documentation Style in
the Documentation Settings.
Note, that it is not possible to change the name of the resources. Import only needed resources to keep a clearly
structure.
3.6.5.5
Differences in Resource Structure
The resource structure of the SAP Workforce Performance Builder 9.2 - 9.x release is different to the structure in
release 9.1. This means that a migration is necessary to guarantee error-free creation and playback of content.
For the standard resources the differences are as follows:
9.1 Resources
9.2 - 9.x Resources
Adaptable Resources
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Recommended Migration
Convert and Install
Authoring Settings
Convert
Playback Settings
Convert
Navigation Authoring Settings
Convert
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9.1 Resources
9.2 - 9.x Resources
Recommended Migration
Navigation Playback Settings
Install
Text Style
Install
Navigation Style
Install
Desktop Assistant Style
Install
trainer Standard Style
(includes Book Style, library Style,
Mouse Pointer, trainer Panel,
Popup Style, Quiz Style, Task
Window Style)
trainer Mobile Style
Documentation Style
(includes Documentation
Templates)
Install
Install
Convert
Book Styles
Book Styles
Overwrite
Bubbles Types
Bubbles Types
Overwrite
Documentation Settings
Convert
Glossaries
Playback Dictionaries
Overwrite
Help
Help
Overwrite
library Styles
Macrosets
Remove
Macrosets
Overwrite
Mouse Pointers
Remove
trainer Panels
Remove
Popup Styles
Remove
Quiz Styles
Remove
Application Profiles
Application Profiles
Overwrite
Content Glossaries
Recording Dictionaries
Overwrite
Scripts
Scripts
Overwrite
Configurations / Styles
Configurations
Remove old resource
Install new resource
Task Window Styles
trainer
Remove
trainer
Remove old trainer
Install new trainer
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3.6.6
Settings for Recording and Playback
Depending on your scenario the setup of some settings may be required for recording and rerecording
applications as well as for the playback of recorded contents. Read the chapter "Settings" in the application help
of the Producer for detailed instructions.
Consider to check the application manual on SAP Help Portal for most recent instructions.
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4
Post-Installation
4.1
Database
The package does not connect to a database.
4.2
Files
The package needs to add/replace/remove files:
Filename/Directory
Action
Application installation folder
(Default: %PROGRAMFILES(X86)%\SAP Workforce
Performance Builder\Producer<version>)

Create folder and add anxillary structure

Replace anxillary files (on update)

Remove folder (on uninstallation)
Workarea directory
(Default: %USERPROFILE%\Producer
Workareas\<name of workarea>)

Create folder

Create anxillary folders and files

Replace anxillary folders and files

Remove anxillary folders and files

Create shortcut

Remove shortcut (on uninstallation)
Desktop Shortcut
4.3
Registry
The package needs to add/update/remove registry keys|values:
Registry Key
Action
HKEY_CURRENT_USER\Software\SAP Workforce
Performance Builder\Producer<version*>\install

add entries (on installation)

remove entries (on uninstallation)
HKEY_CURRENT_USER\Software\SAP WPB\Expert

add entries

change entries

remove entries

add entries

change entries

remove entries
HKEY_CURRENT_USER\Software\SAP
WPB\FileControl
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Post-Installation
Registry Key
Action

add entries

change entries

remove entries

add entries

change entries

remove entries
HKEY_LOCAL_MACHINE\SOFTWARE\Classes\datan
go.License

add entries (on installation)

remove entries (on uninstallation)
HKEY_LOCAL_MACHINE\SOFTWARE\Classes\datan
go.Package

add entries (on installation)

remove entries (on uninstallation)
HKEY_LOCAL_MACHINE\SOFTWARE\Classes\datan
go.Project

add entries (on installation)

remove entries (on uninstallation)
HKEY_LOCAL_MACHINE\SOFTWARE\Classes\datan
go.ProjectPackage

add entries (on installation)

remove entries (on uninstallation)
HKEY_CLASSES_ROOT\sap.slc

add entries (on installation)

remove entries (on uninstallation)
HKEY_LOCAL_MACHINE\SOFTWARE\\Microsoft\Wi
ndows\CurrentVersion\Installer\Folders

add entries (on installation)

remove entries (on uninstallation)
HKEY_LOCAL_MACHINE\SOFTWARE\\Microsoft\Wi
ndows\CurrentVersion\Installer\UserData\<id>\Co
mponents

add entries (on installation)

remove entries (on uninstallation)
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Nod
e\SAP WPB

add entries (on installation)

remove entries (on uninstallation)
HKEY_CURRENT_USER\Software\SAP
WPB\FileSelector
HKEY_CURRENT_USER\Software\SAP
WPB\Producer<version*>
*In Windows Registry version numbers are written without periods.
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5
Additional Information
5.1
Uninstalling Producer
If you would like to uninstall the Producer, this is done from the Control Panel -> Programs -> Programs and
Features menu:
1.
A dialog will open listing all the programs on your PC. Select the Producer.
2.
Click on the Remove button.
3.
A dialog will open. Initiate the uninstallation process by clicking on the Yes button.
4.
The Producer will be deleted from your PC. When uninstallation is complete you can close the Software
dialog.
Note
When uninstalling the Producer only the program is deleted. The workareas that were created are
retained for further use.
Alternatively you can also perform the uninstallation using the installation file from the corresponding version of
your Producer:
1.
To do so, launch the installation program by double clicking on the installation file.
2.
Then click on Next.
3.
Select the option Remove and confirm your selection by clicking on the Remove button.
The Producer will now be uninstalled.
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Additional Information
5.2
Working with the Producer under Citrix
Certain requirements and settings are necessary in order to be able to use the Producer in a Citrix environment to
ensure that projects are successfully recorded.
Note
The Producer should preferably be installed on the terminal server as, with local installation, recording
using the Citrix client is only possible with graphical object recognition.
The Citrix clients
So-called clients are required to access the Producer and the applications on the terminal server.lease note:

Use a version 11.0 Citrix client or later. With older versions, there can be no guarantee that working with the
Producer will be trouble-free.
5.2.1
Installation on the Citrix terminal server
You can install the Producer directly on a terminal server, thereby making it available to the authors.
This is the recommended installation as it allows the Producer to access the various object recognition interfaces
instead of being blocked by the Citrix client when installed locally.
Internet Explorer, for postprocessing of the projects, as well as Microsoft Office for generating documentation are
also to be installed on the same server and started in the same session.
Note
When working with Producer, ensure that you always implement each application you are using on the
same server and start it in the same session. This is necessary for trouble-free recording, postprocessing
and publication of the projects.
Customizing display characteristics
The following system settings are also to be applied:

Set a color depth of 24 bits for the terminal server, workstation and Citrix client. Ensure that you apply
matching settings for the systems.

Deactivate Screen font anti-aliasing on the terminal server and author workstation.
5.2.2
Seamless Load-Balancing Citrix
With a seamless transmission and for load-balancing, take care to ensure that the Producer and the application to
be recorded are launched in one session from the same server.
Special attributes when using load-balancing:
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
The Producer has to be installed on each server in the cluster. Do not install the Producer on the virtual
server, which is there to balance the load between the servers.
Special attributes when using seamless:

Set the same parameters (resolution, color depth, encryption) when publishing the Producer via Citrix and for
the target application.
5.2.2.1
Functional test for seamless transmission
Once the Producer has been provided via seamless transmission, a test should be run to establish whether
Internet Explorer can be launched from within the Producer.
If the Producer cannot be launched, seamless transmission must be converted to desktop for each author on a
one-time basis. The Producer is then launched using desktop transmission and Internet Explorer is started.
If launch is possible, the transmission can be switched back to seamless.
5.2.3
Setting up an author environment
When creating projects, it is recommended that an author environment be set up for the authors on a separate
server on which the authors are given access to all the necessary applications, settings and rights. This ensures
that the Producer will operate smoothly and free from errors.
Also pay attention here to the section: Installation on the Citrix terminal server.
The author workstations can be regular workstations or else be set up as thin PCs. Thin PCs are workstations on
which only one operating system is installed and which draw their data and applications from a server.
The following overview summarizes the necessary requirements to be borne in mind for an author environment:
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Additional Information
Author workstations & Terminal server
SAP Workforce Performance Builder 9.4
Additional Information
Author environment

Producer installation

Installation of applications to be recorded

Internet Explorer with corresponding access
rights

Microsoft Office for creating documentation

Matching settings for color depth and resolution

Deactivation of screen font anti-aliasing.

For the recording: Launching of the Producer and
target application in the same session
Customer
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