SAP Workforce Performance Builder 9.3 Manager Manual

SAP Workforce Performance Builder 9.3 Manager  Manual
Manual
Workforce Performance Builder
Document Version: 1.0 – 2014-10-07
SAP Workforce Performance Builder 9.3
Manager
CUSTOMER
Typographic Conventions
Type Style
Description
Example
Words or characters quoted from the screen. These include field names, screen titles,
pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example
Emphasized words or expressions.
EXAMPLE
Technical names of system objects. These include report names, program names,
transaction codes, table names, and key concepts of a programming language when they
are surrounded by body text, for example, SELECT and INCLUDE.
Example
Output on the screen. This includes file and directory names and their paths, messages,
names of variables and parameters, source text, and names of installation, upgrade and
database tools.
Example
Exact user entry. These are words or characters that you enter in the system exactly as they
appear in the documentation.
<Example>
Variable user entry. Angle brackets indicate that you replace these words and characters
with appropriate entries to make entries in the system.
EXAMPLE
Keys on the keyboard, for example, F 2 or E N T E R .
Customer
2
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
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............................................................................................................................. 23
Areas ...................................................................................................................................................................... 25
1.3.1
Workareas ............................................................................................................................................. 26
1.3.2
Administration .......................................................................................................................................47
1.3.3
Tasks ..................................................................................................................................................... 95
1.3.4
Learning Reporter ............................................................................................................................... 101
1.3.5
Learner view......................................................................................................................................... 119
1.3.6
Bookpage Editor .................................................................................................................................. 125
1.3.7
Settings ................................................................................................................................................ 172
Security settings .................................................................................................................................................. 174
1.4.1
Origin restrictions for administrative roles ....................................................................................... 175
1.4.2
Separating content and administrative tasks ................................................................................... 176
1.4.3
Password restrictions ......................................................................................................................... 176
1.4.4
Browser settings to use single sign-on.............................................................................................. 177
Landscape enhancements .................................................................................................................................. 178
1.5.1
Connect with Solution Manager ......................................................................................................... 179
SAP Workforce Performance Builder 9.3
Table of Contents
Customer
© 2014 SAP AG. All rights reserved.
3
1
SAP Workforce Performance Builder
Manager
1.1
Introduction
Welcome to the SAP Workforce Performance Builder Manager!
The Manager provides you 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.
Customer
4
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.1.1
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
KM-WPB-CXH // Workforce Performance Builder - Context Sensitive Help
KM-WPB-APR // Workforce Performance Builder - Application Profiles
KM-WPB-SMI // Workforce Performance Builder - Solution Manager Integration
If you are not familiar with the SAP Service Marketplace, 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, manage remote connections, 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.
In case of problems with SAP Service Marketplace contact your local Customer Interaction Center.
An online web form is available on http://support.sap.com/contactus. This web form should be used for
all written communication with your local customer interaction center. More Details about Incident
Processing, Support Addresses and Hotline Numbers can be found here:
http://service.sap.com/sap/support/notes/560499

Are you interested in a tour through the SAP Support Portal?
Register for an online demo.
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 email attachment to the SAP
support staff.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
5
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.
Customer
6
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 – 11.0
Windows Vista, Windows 7 or
Windows 8
Firefox
17.0.9 ESR - 27.0
Windows Vista, Windows 7,
Windows 8 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).
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
7
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 – 11.0
Windows Vista, Windows 7 or
Windows 8
Firefox
17.0.9 ESR - 27.0
Windows Vista, Windows 7,
Windows 8 or Mac OS X 10.5.x
Safari
4.0 – 5.1
Windows Vista, Windows 7,
Windows 8, Mac OS X 10.5.x
Supported mobile platforms
Content playback has been tested for the system built-in browsers of the following mobile device platforms. Keep
in mind, that playback on mobile devices usually requires an online connection to published contents (Manager or
shared network storage).
Platform
OS version
Browser
Apple iOS
6, 7
Safari Mobile
Google Android
4.1.2
Stock Browser (AOSP)
(with deactivated Desktop View)
Windows Mobile
Customer
8
© 2014 SAP AG. All rights reserved.
8
Internet Explorer 10
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
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 contents 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.
ActiveX controls and plug-ins
Display video and animation on a
webpage that does not use external
media player
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
9
Section/Setting
Set to
Why?
Allow script-initiated windows
without size or position constraints
Enable
Display simulation modes in trainer
and book pages in book reader with
correctly positioned control
elements.
Allow websites to open windows
without address or status bars
Enable
Display the frameless top-mostwindow of the Concurrent Mode.
Miscellaneous
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

Configure Internet Explorer's pop-up blocker
The pop-up blocker needs to be deactivated to display simulations 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 Pop-up
blocker settings.

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.
o Internet Explorer 8 and higher:
Press the key A L T to display the menu bar. Select File > Page Setup and activate the setting Print
background colors and images.
Customer
10
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 settings match the following table.
Recommendation
o Note the dependencies given to different content types and their necessary settings.
o Ensure that you configure the security settings for the correct zone (where your contents are
located).
How to apply Settings
1.
To apply necessary playback settings, open Internet Explorer and navigate to the Internet Options command
in the Tools menu.
2.
Click on the according tab and apply settings as given in the table below.
For Security Settings
1.
In Tab Security Settings select Local Intranet or Internet, depending on where your contents are located.
2.
Click on Custom level... to open the Security Settings dialog. Apply settings as given in the table below.
Settings overview
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
Tab
Section/Setting
Set to
General
Tabs -> Settings
Always open pop-ups in
a new window
(When a pop-up is
encountered)
Enable
Security
ActiveX controls and
plug-ins
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
11
Tab
Section/Setting
Set to
Binary and script
behavior
Enable
Display video and
animation on a webpage
that does not use
external media player
Enable
Miscellaneous
Allow script-initiated
windows without size or
position constraints
Enable
Allow websites to open
windows without
address or status bars
Enable
Submit non-encrypted
form data
Enable
Scripting
Active scripting
Enable
Advanced
Multimedia
Play sounds in
webpages
Customer
12
© 2014 SAP AG. All rights reserved.
Enable
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.1.4.2.3
Notes to Internet Explorer versions
Internet Explorer 8

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.

Ensure to deactivate the standard use of Compatibility Mode to avoid display problems. To do so, open
Tools > Compatibility View Settings 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
Internet Explorer 9

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 simulation before it is
finished.

Ensure to deactivate the standard use of Compatibility Mode to avoid display problems. To do so, open
Tools > Compatibility View Settings (press A L T 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
Internet Explorer 11

With Internet Explorer 11 the concurrent mode will not run natively in top most window anymore. To fix this
issue you will have to activate Internet Explorer's Enterprise Mode. Read more about the Enterprise Mode in
the Internet Explorer 11 Deployment Guide.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
13
1.1.4.2.4
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:


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.
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 contents and the trainer on the end user's side allow
the contents to be played back without any problems.
Customer
14
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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
Activate
Advanced JavaScript settings
2.
1.
Click on the Advanced button to open
Advanced JavaScript settings. Activate the
following options:

Position window before or after other
windows

Hide status bar

Change status bar text
Settings using about:config
Additional browser configuration settings are available to you in Firefox. You can access these settings by
entering about:config in the address bar and confirming with Enter.
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.
2.
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.
Note
o Caused by the settings that have been activated, you will face a security message when starting the
library or a content in the trainer. Confirm this message with Allow.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
15
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 simulations 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
Customer
16
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.1.4.4
Settings for Safari
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.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
17
1.1.5
Notes to the Manager editions
The SAP Workforce Performance Builder Manager 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.
Customer
18
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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:

The write token of the object is available
The button on position
will be displayed as Start editing.

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.

The write token is owned by you
The button on position
will be displayed as Finish editing.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
19
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.
Customer
20
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
21
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 sub-structure.
2.
Internal object changes
Content changes are transferred by directly saving the object.
3.
Moving objects
If objects are moved within their level, this change in the order has to be saved with the superordinate object.
This object does not have write access in the case described. In this case, the Producer prompts you for the
necessary write access to move the superordinate object. Confirm the prompt to automatically obtain write
access and move the object as required. To transfer your changes to the server, now save the superordinate
object introduction.
4.
Deleting objects
Deleting an object linked to the server is a structural intervention with various consequences.
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 saving the
Customer
22
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
23
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.
Customer
24
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
25
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 (
hand side.
) on the left-hand side and the object editor (
) on the right-
These parts offer you different possibilities to work with objects.
1.
Tree view
Find and select objects (see chapter Filter displayed objects)
Edit workarea structure (see chapter Move objects)
2.
Object editor
Edit properties of selected objects (see chapter Tab overview)
Manage and assign object tasks (see chapter Tasks tab)
Manage object assets (see chapter Assets tab)
Manage objects versions (see chapter Header area)
Preview objects (see chapter Header area)
publish and assign objects (see chapter Courses tab)
Perform recursive actions on objects and subordinated objects (see chapter Header area)
Create and delete objects (see chapter Header area)
Customer
26
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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
o
Project: Simulation
o
o Modes
o Documents
Project: Context-Assistant
o
o Modus
Book
o
o
Book page
Master document
o
o Text unit types
o
General
o
Task
o
Concept
o
Reference
o
Subsystem
o
Component
o
Function
o
Requirement
o
Problem
o
Error
o
Task
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
27

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.
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.
Customer
28
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
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.
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
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
29
Parameter
Description
activating the relevant checkboxes.
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.
Customer
30
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
31
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.

You must own the write token for the parental object of the object you want to move.

If you want to move your object to another parental object, you must own the write token of this object as well.

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.
Customer
32
© 2014 SAP AG. All rights reserved.
).
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
Quick publishing
If the object has not yet been published, choose publish from the menu to publish the current object
version. If another version of the current object already has been published, it will be replaced by current
version.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
33
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.
3.
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:
1.
Delete
Moves the current object to trash. If the object has subordinated objects, these objects will be moved into
Customer
34
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
8.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
35
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:

Standard layout
Displays only a basic set of properties.

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
have made it, you can do so using the delete button
.
Customer
36
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Parameter
Description
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).
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
37
1.3.1.3.2.1
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
Description
(
) Font family
Set font family
(
) Font size
Set font size (in px)
(
) Paragraph Styles
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).
Customer
38
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
(
) Table Styles

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).

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.
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
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
39
Element
Description
Set text alignment for currently selected paragraph

Align left

Align centered

Align right
Begin list at recent cursor position or switch currently
selected paragraph to list item

Bullet list

Numbered list
Set text indent

Increase (move right)

Decrease (move left)
Insert one of the following objects into text

Link: Provides a dialog to insert link to workarea
object or to specify a free external link

Image: Provides a dialog to select an image asset
from within the workarea

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

Left-to-right

Right-to-left
Extend or reduce current selected table by one
column or row.
Customer
40
© 2014 SAP AG. All rights reserved.

Add column left

Add column right

Add row at top

Add row at bottom

Delete column

Delete row
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
41
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.
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.
Customer
42
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 .
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
43
In the dialog window you will find the text boxes Title and Text for inputting your data.
You also have the option of deactivating automatic notification of all watchers. To do this, deselect the Send mail
to watchers radio button.
Once you have made your entry in both fields, click on the Save button.
Your comment will now appear in the list, the entry in the Title field being displayed under Event , whereas in
similar fashion to the other entries, the comment itself will be displayed beneath the column values of the current
event.
Note
Ensure the name of the title you enter is clear and concise so that you can quickly assign your comment.
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.
Customer
44
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
1.3.1.3.5.1
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:

Group

Project (without indicating the project type)

Book

Book Page

Text Unit

New file assets (using uploads)
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
45
The following file extensions are supported when uploading files:
Documents: doc, docx, dot, dotx, pdf, rtf, html, ppt, pptx, pot, potx, xls, xlsx
Project content: js, dnt
Images: bmp, gif, png, jpg, jpeg, tif, tiff
Audio: wav, mp3, wma
Video: avi, mov, wmv, swf, rm, mpg, mpeg
To create a new object, proceed as follows:
1.
Select 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.
Customer
46
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
47
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:

Broadcast...
Opens the Broadcast editor and adds the user selection to the recipients list.

Activate / Deactivate
Sets all members of the user selection to "Active" or "Inactive" based on selected button.

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.

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 email 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:


Roles
Defines the roles the user belongs to. By clicking the
field you can add or remove roles in the dropdown list.
Customer
48
Active (selected)
Inactive (not selected)
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Value
Description
Password
The password the user requires to log in.
Repeat Password
Security check to ensure that the password provided
has been spelt correctly.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
49
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.
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.
Customer
50
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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
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.
(
) Selection
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
51
Area
Description
(
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.
) Roles list
Further columns:

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.

The column Active indicates whether the role is
active or inactive.
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.

Change
Allows you to edit the parameters of a single
selected (highlighted) role. Cannot be used if
multiple roles are selected.

Broadcast...
Allows you to send a broadcast message to all
members of the selected roles at once.

Activate
Activate all selected roles at once.

Deactivate
Deactivate all selected roles at once.

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:

Customer
52
© 2014 SAP AG. All rights reserved.
In the first column, you can select roles by clicking
the relevant checkbox. To select all roles, activate
the checkbox in the column heading.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Area
(
(
Description
) Filter for members list
) Actions for members list
1.3.2.3.1

The column Type indicates if the list entry is a
single member (single user symbol) or a role (role
symbol).

The column Name displays the logon ID and first
name and last name of the member.

The column Active indicates whether the member
is active or inactive.
Provides you with two filter functions to filter the
members list. Both filters can be used in combination.

Text search
Filter members list by a string that matches the
logon ID, first name or last name of members.

Active state
Select the required option from the dropdown list
to display only active or inactive role members.
Two actions can be performed on the members list.

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.

Remove
If you have selected one or more members, you
can remove their membership by clicking
Remove. The selected members are removed.
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
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
53
Role
Description
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.
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.
Customer
54
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
55
Name
Description
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.
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.
Customer
56
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Name
Description
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

receive/issue a write permission

save changes to content

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

receive/issue a write permission

save changes to resources

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.
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:.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
57
Name
Description
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.
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.
View Statistics
The user is permitted to view the server statistics.
Customer
58
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Name
Description
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
Registration-Codes
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
59
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 C T R L -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.
Reuse of previously sent email bodies
Sending a broadcast message the text of the body will be automatically stored in the message history to be
available for reuse on creating next broadcast message. This enables you to send broadcast messages with a
persistent information structure in which you just replace or update specific information.
To select a previous sent broadcast message open the dropdown Saved messages. It will provide entries for the
last 10 sent broadcasts you sent.
Customer
60
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.

Name
The name field contains the name of the status in question. Ensure that you use names that are as clear and
self-explanatory as possible so as to avoid irritating users at a later date.

Sequence
The Order values field contains a numerical value which determines the point at which the status will appear in
the full status list. This enables you to depict the status menu exactly in accordance with the example of the
planned approach.

Active
Checkboxes can be used to deactivate statuses. They can then no longer be assigned. They will however also
be hidden in tasks in which they have already been used.
Deleting statuses
To delete a status, click on the recycle bin icon. A dialog box will appear in which you have to confirm deletion by
clicking on the Delete button. Alternatively, you can use the checkboxes to select one or a number of statuses and
remove these from the list using the Delete button.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
61
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.
Customer
62
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 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
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
63
Watcher
Watchers of status transitions are notified when a status transition is executed, independent of the object and
task. Object and task-based Watchers are not affected by this. They will continue to be notified of the respective
changes to an object or a task. This can lead to multiple notifications when the user is defined as a Watcher for
status transitions as well as for objects and/or the respective task.
Defining the initial status for a workflow
In order to be able to use a workflow, an initial status must be defined from which the workflow can be changed to
other statuses. Creating a workflow from the scratch there will be a status selected as initial status automatically.
To define another status as initial status select the according radio button in column Initial.
Note
It may happen that imported workflows have no initial status set. If your imported workflow is not
available for selection in the workarea, enter the step view of the workflow and specify a status as initial
status.
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
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.
Customer
64
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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:

Expert (SME)

Standard Author

Project Manager (Master Author)

Reviewer
Defined statuses in the sample workflow (defined as default for the workarea):

Object created (starting point)

Assigned

In progress

Requires QA

QA failed

In QA

QA passed successfully

Published
Workflow planning:
The workflow to be created shall depict the following responsibilities/sub-tasks:
1.
The expert records the process.
2.
The standard author edits the recorded content and makes any additions if needed.
3.
The reviewer checks the content and approves of the content.
4.
The project Manager assigns the tasks and publishes the approved content, and can also access any content
that contains errors for further changes.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
65
An example of a defined workflow:
Roles
Permitted status transitions
(
) Expert
-
(
) Standard author
(
(
) Reviewer
) Project Manager (master author)

Object created > Assigned

Assigned > In progress

In progress > Requires QA

QA failed > In QA

In QA > Requires QA

Requires QA > QA failed

Requires QA > QA passed successfully

Object created > Assigned

QA failed > In QA

In QA > Requires QA

QA passed successfully > Published
Here is a detailed look at the defined workflow:
1.
The expert records the content and uploads it to the Manager. The object automatically gets the Start Status
for the workarea's default workflow: Object created.
This role is not authorized to carry out any further status changes.
2.
Next, the recorded content is allocated to an author. To do so, the status transition Object created > Assigned
is needed. This status transition may be executed by the roles Master Author (allocates) and Standard Author
(takes it independently).
3.
Starting with the editing work on the recorded content, the Standard Author executes the status transition
that has been allocated only to his role: Assigned > In progress.
4.
Once the Standard Author has completed editing the content, he sets the status transition to In progress >
Requires QA. This will automatically send a notification to the Reviewer and Master Author to inform them that
editing step has been completed.
5.
The Reviewer verifies the content.
1.
2.
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.
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.
Customer
66
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 (
) which is to be find at the bottom right below the list of workflows.
2.
A new page providing the download message will open. Usually the browser asks you directly to download the
generated xml file. If not so, you can start the download manually by clicking the download link inside of the
new page.
3.
Choose your browser action to be done with provided download and click OK.
Import of workflows
To import a XML file providing exported workflows please follow these steps:
1.
Click on the button Import XML... (
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
) which is to be find at the bottom right below the list of workflows.
Customer
© 2014 SAP AG. All rights reserved.
67
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.
Customer
68
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.

Name
The name field contains the name of the types in question. Ensure that you use names that are as clear and
self-explanatory as possible so as to avoid irritating users at a later date.

Description
The description field can be used to declare the various types more accurately and thus avoid potential
assignment errors.
Deleting types
To delete a type, click on the recycle bin icon. A dialog box will appear in which you have to confirm deletion by
clicking on the Delete button. Alternatively, you can use the checkboxes to select one or a number of types and
remove these from the list using the Delete button.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
69
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.
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.

Name
The name field contains the name of the priority in question. Ensure when assigning a name that you classify
the different priorities in a way that is simple and easy to understand.

Description
The description can be used to define the various priorities more precisely. This is useful, for example, if you
are using very finely nuanced priorities.

Weighting
You can use weighting to determine the value of the priority in question. Depending on how the priority in
question is graded, enter a numerical value between 1 (lowest) and 100 (highest) to determine the weighting.
Deleting priorities
To delete a priority, click on the recycle bin icon of the list entry in question. A dialog box will appear in which you
have to confirm deletion by clicking on the Delete button. Alternatively, you can use the checkboxes to select one
or a number of priorities and remove these from the list using the Delete button.
Customer
70
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.

Name
The name field contains the milestone name. Ensure when assigning a name that you describe the event in a
way that is simple and easy to understand.

Description
You can use the description to define the milestone's objectives more precisely.

Target date
This is where you can define the milestone's target date.

Active
Checkboxes can be used to deactivate milestones. They can then no longer be assigned. They will however
also be hidden in tasks in which they have already been used.
Deleting milestones
To delete a milestone, click on the recycle bin icon. A dialog box will appear in which you have to confirm deletion
by clicking on the Delete button. Alternatively, you can use the checkboxes to select one or a number of
milestones and remove them from the list using the Delete button.
If the milestone is to continue being used in tasks, you will be shown a dialog box relating to 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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
71
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.
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.
Customer
72
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Action
Description
delete
Place the cursor over the action area of the relevant
workarea to display the security- relevant 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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
73
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:

Reschedule
Opens the Scheduler dialog box with the saved entries.
Edit the values for the time interval after which the task should be carried out or the time. Apply your changes
by clicking on the OK button. Click on Cancel to reject your changes.

Delete
Deletes the respective task. The automatic action linked to this task is then no longer carried out.
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.
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.
Customer
74
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 ( ).
Mandatory information to create an assignment
To create a valid assignment the following information is mandatory:

Title

Selected entity

Selected identity
Only after these parameters have been established the assignment can be saved.
Changing information within an assignment
Assignments can be edited anytime. In order to do so, open the assignment dialogue by clicking on the link of the
particular assignment and change the information by clicking on the link change .
Note
Please note that content assigned to learners and learning groups will only be visible if the published tag
has been set against them.
Optional assignment information
For a detailed display of the optional assignment parameters please read the chapter on course assignment and
display options.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
75
Assignment of non published objects
Assignments, which haven't been published yet, are marked red in the list.
Customer
76
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
77
Display as
Determines, if only current object or even ancillary objects will be displayed. Following options are available:
1.
Object only - only current object will be displayed
2.
Object and direct sub objects - current object will be displayed with ancillary objects of first sublevel
3.
Object and sub objects (2 levels) - current object will be displayed with ancillary objects of two sublevels
4.
Object and sub objects - current object will be displayed with all ancillary objects
Customer
78
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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").
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
79
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.
Customer
80
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Color
Determines the color, by which the course will be displayed in Learner view. Input has to be an hexadecimal value.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
81
1.3.2.14.2.1
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
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:
(
) Display as
) Scoring Method
Customer
82
© 2014 SAP AG. All rights reserved.

Object and direct sub objects

Object and sub objects (2 levels)

Object and sub objects
Since the course progress is regulated by the
percentage of content that has been completed, the
option Percent completed must be selected.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Parameter
Description
(
This will set the appearance of the learning path. The
following options are available:
(
) Learning Path Mode
) Learning Path - Minimum Completion (%)
1.3.2.14.3

off - no learning path will be displayed

show only available - only the learning content that
the learner has already completed or that is
currently being processed will be displayed. The
following learning content will only be
displayed/available after having completed the
current learning content.

show all - all the learning content will be displayed.
However, only already finished learning content
and learning content that is currently being
processed can be started.
Define the minimum value for the percentage of
learning content that needs to be completed (in %) in
order for the next learning content to be displayed and
accessible to the learner.
Export of assignment list
The assignment editor offers you the opportunity to export the list of assignments in Excel format, e.g. to save
specific states or to send an updated overview to persons who are not registered in the user list. Click on the XLS
Export button above the list in order to do so. As a result an Excel file is generated and offered for download.
The list in Excel format contains additional information on the particular assignment, e.g. the VAT number of an
object associated with a particular assignment. This offers you the opportunity to find them in case they were
renamed or moved to another position in the structure of Producer.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
83
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.
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.
Customer
84
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Setting
Description
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
85
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 Save in the right-hand side under the viewing area to save your settings.
Customer
86
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
87
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.
Customer
88
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 non-specified
network addresses is blocked as a result.
Placeholders (*) and sub-network separators (e.g.
192.168.1.1/28) may be used when specifying the IP
addresses.
Detailed error messages
Use this parameter to deactivate the transmission of
detailed information to the browser console in the
event of error messages. This increases the security
of the server against attacks because detailed error
messages can also be used by attackers to obtain
precise information about the structure of the server.
Filter content permissions if user has admin
permissions
If this parameter is activated, access to objects and
content is denied to users with admin permissions.
This prevents users with admin permissions from
being able to execute malicious code implemented in
content. To access content, the users affected need a
second user profile without admin permissions as a
result.
Minimum password length 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 uppercase letter and one lower-case letter.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
89
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.
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
Customer
90
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Level
Description
Included Log-Levels
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
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
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
91
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.
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.
Customer
92
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
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).
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
93
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.
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:

Step successful

Step returned problems

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.
Customer
94
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
95
1.3.3.1.1
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:
1.
Click on the Edit... button (
2.
The Edit watchers dialog window will appear.
Customer
96
© 2014 SAP AG. All rights reserved.
) adjacent to the Watcher field.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
3.
Select the watcher or watchers to be added in the Selection field (
a number of watchers.
4.
Click on the Add button (
5.
Click on Save (
). Keep the CTRL key depressed to select
) 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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
97
1.3.3.2
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 .
Customer
98
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.3.3
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
99
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.
Customer
100
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 combination with an Oracle database.
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:
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
101
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.
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:

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.

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.
Filter
Displays the currently selected filter criteria that the displayed report data is based on. For more information, see
chapter Changing Filter Criteria.
Customer
102
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Saved reports
Allows you quickly select reports and save the currently displayed report. For more information, see chapter
Saving Selected Reports.
1.
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 .
2.
Report summary
Displays the data for the root item of your selection as an overall summary.
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 combination with an Oracle database.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
103
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:
Selected identity

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.

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.

All time
Shows all available data without specifying a time
period.
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
Customer
104
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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
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 assignment to get
the data of inactive users as well. Read chapter User by assignment for more information.

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:
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager

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.

Time period of last time units
Specifies a time period as a number of time units
Customer
© 2014 SAP AG. All rights reserved.
105
Criteria / Parameter
Description
(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.

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 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

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.
Customer
106
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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:
Selected identity

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.

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.

All time
Shows all available data without specifying a time
period.
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 in all of their assigned contents within the specified time period.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
107
Notes

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.

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.

Referenced contents occurring more than once within user assignments are calculated only once.

Only lesson modes that are activated in assignments are used for calculation.

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.

The values in column Passed are based on the following rules:
o Lessons
To pass lesson modes $L{name_function_t_uebung} and $L{name_function_t_test} user needs to achieve
the amount of points the author has specified. The displayed value only indicates the percentage of
available lessons in $L{name_function_t_test} 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.
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:
Customer
108
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Criteria / Parameter
Description

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.

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.

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
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
109
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:

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.

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.

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
Customer
110
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Criteria / Parameter
Description
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.
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:
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager

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.

Time period of last time units
Specifies a time period as a number of time units
Customer
© 2014 SAP AG. All rights reserved.
111
Criteria / Parameter
Description
(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.

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

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 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.
Customer
112
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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:

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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
113

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.
Navigating back to previous view
To switch back to previous view, please click on button back (
Customer
114
© 2014 SAP AG. All rights reserved.
) in the header bar of the list.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
115
1.3.4.2.2.1
Subscribing to Reports
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 (
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 the
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.
Customer
116
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
117
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:
Note
Export as XLS or CSV is not supported in combination with an Oracle database.
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.
Customer
118
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.5
Learner view
The learner view displays the courses assigned to you. It is broken down into three areas:

The course list (

The content area (

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:

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.

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.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
119
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 combination with an Oracle database.
Customer
120
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.5.2
Playback of Contents
Start your assigned learning contents by performing one of the following actions:

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.

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 items.
You can click the option to discard your current progress and start the content again from the very
beginning.

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).
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
121
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 combination with an Oracle database.
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.
Customer
122
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 combination with an Oracle database.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
123
Search option
Description
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.
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 C T R L + F 1 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
C T R L + F 1 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.
Customer
124
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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
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 simulations 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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
125
1.3.6.2
Creating a Book
You can use the project explorer to insert a book in your course structure. Proceed as follows:
1.
Select the New Book button in the toolbar.
2.
Enter a name in the open dialog box and confirm this by clicking on OK to insert the book.
3.
The Template parameter allows an existing book to be used as a template for the new book. The Change...
function allows a book to be determined from the project structure.
4.
You can now insert the desired book pages in the book or create new book pages.
To organize steps you can insert a book or group in a book in the Project Explorer. This displays the book pages as
a subchapter in the book reader.
For a correct tracking of books it is recommended to use groups for subchapters.
Note
Only insert book pages and books or groups in a book for structural purposes. Projects or documents are
not displayed in the book reader as you can link to this learning content directly via the book pages.
1.3.6.2.1
Defining a book page as a content page
You can create a page containing introductory information or a table of contents for a book. So that the student
can access the page at any time in the book reader, the page can be defined as a content page for the book. The
book page can then be launched directly in the book reader using a button in the control bar.
To define the Content Page select your book in the Project Explorer. Then go to Content Page in the object editor's
subcategory book reader and select the Edit link... option. You can now specify your book page in the open dialog.
Confirm this by clicking on OK.
1.3.6.2.2
Subcategory sound effects
The book reader uses audio effects to signal the turning of the pages and the act of closing the book reader. To
this end you can define individual audio files for a book in the WAV, MP3 or WMA formats. The settings are located
in the sub category Sound effects (project explorer).
Inserting an audio file
1.
2.
3.
4.
Select the book you want in the tree structure.
In the object editor, go to Turn Page or Close in the Sound effects category.
Select Edit link... In the dialog you can select a file from the workarea or insert a file using the Import...
button.
Confirm your selection by clicking on OK.
Customer
126
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.2.3
Subcategory book reader
Various parameters are itemized in the book reader (project explorer) sub category which you can use to define
the functionality in the book reader control bar. This allows you to customize them to your book's individual
requirements and hide any functions you do not want.
The following settings are available:


Hide book panel:
Activating this option hides the book panel.
Hide audio controls:
Activating this option hides the audio file and effects control functions.

Hide navigation controls:
Activating this option hides the buttons for scrolling through the book pages.

Hide index page button:
Activating this option hides the button for calling a specific start page.

Hide search button:
Activating this option hides the button for calling the search dialog.

Hide table of contents control:
Activating this option hides the book page option menu.

Hide progress control:
Activating this option hides the progress bar for displaying how the student is progressing with the learning
material in the book.

Single click opens book:
If this option is activated, the book will open as soon as it is selected in the tree structure in the library in
the book reader. If the option is deactivated, the book reader is started by double clicking or selecting the
button in the right hand view of the library.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
127
1.3.6.2.4
Alternative navigations on book pages
Actions can be defined for buttons to allow a navigation on book pages to be executed from the control bar of the
book reader. These are universal properties and allow the user to jump between book pages and units.
If you would like to use such navigations, it is recommended that the objects be inserted into a template for book
pages. By doing so, they can be used for the entire book and will ensure consistency throughout your project.
More information on this step can be found under Link actions for the trainer and book reader.
To enter a link target, proceed as follows:
1.
2.
3.
Insert a book page object, e.g., Image or Active Area.
Under Link to…, choose the option Edit link.... The editing dialog box will then appear.
Select the desired action under Actions.
1.3.6.3
Creating a Book Page
Create a book page in the Project Explorer in the following steps:
1.
2.
3.
4.
5.
6.
Select the appropriate book or location within the tree structure where the book page is to be inserted.
You can either insert a book page in a book or on a standalone basis
Click on the New Book Page in the toolbar.
Give the book page a name in the open dialog.
The Template parameter allows an existing book page to be used as a template for the new book page.
That means that once a background design has been created, it can be retained for additional book pages.
This requires the template to be selected before creating the new book page.
The Change... function allows a book page to be determined from the project structure.
Confirm the data you have entered by clicking on OK.
The book page is then automatically opened in the book page editor where you can now edit it and insert
objects.
Editing the book pages
The inserted book pages are edited using the book page editor. You can use this to define the design and to create
objects.
The book page editor view port is a WYSIWYG editor: that means that the book page is subsequently displayed in
the book reader or in the library exactly as it is displayed when being edited.
Recommendation
To maintain clarity with a complex course structure, it is recommended that books and book pages be
inserted at the beginning or end of the structure or of a group. You should maintain consistency of the
positions to make it easier for the user to find his bearings within the library.
Customer
128
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.3.1
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:

Width and Height:
These values determine the book page's width and height. The values are stated in pixels.

Background Color:
Changing this value customizes the color of the outer surface surrounding the book page.
You can use Select Color... to define the desired color value. This can be defined in the RGB or HSV color
space or as a hexadecimal value.
You can also make the background transparent if you do not want any color to be displayed. This is done
using the Transparent button.

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.
When using the Page Color, activate the Image setting without selecting an image. This is necessary to hide
the page image or color of the book page style.

Border:
Defines the width of the border for the book page. The value is defined in pixels. If no border is to be displayed,
the value is to be set to 0.

Border Color:
This parameter can be used to define the color of the book page border. The Select color... function can be
used to define a corresponding value in the RGB or HSV color space or as a hexadecimal value. Ensure that
you have previously specified a width for the border so that it is actually displayed.

Border style:
Determines the style of the border that you can select from the drop-down list.

Image:
This parameter can be used to define an individual background image which replaces the image of the skin
that has been set.
You can call up the design parameters at any time while a book page is being created and amend them by clicking
on the background.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
129
1.3.6.3.2
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.
2.
3.
4.
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.
Select the object to edit it.
You can position the object on the book page using drag&drop. A red border appears when you select the
object. Click on it and keep the mouse key depressed during the positioning maneuver.
Additional functionality for positioning objects is available to you in the toolbar.
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.
Once you have edited your book page, save it using the Save Book Page button in the toolbar.
1.3.6.3.3
Table of contents for book pages
A book page can have a table of contents faded in, which is displayed on the book page background independently
of the book reader.
The table of contents is constructed from a bar displaying the groups or book pages belonging to the first sub
level. The other groups and book pages can be launched from an option menu that is faded in using the button on
the right-hand side of the book page. Clicking on a group name opens a menu displaying the group content.
The table of contents on the book pages can be used as an alternative to the table of contents in the book reader.
This is accomplished by deactivating the book reader table of contents.
Recommendation
The width of the table of contents is restricted to the width of the book page. That is why when setting up
the groups it is recommended that short names or chapter numbers be issued, so that as many groups as
possible can be displayed on the bar.
Settings
A book page's table of contents can be defined using the Table of contents subcategory. This offers you the
following functionality:

Show:
This function can be used to activate the table of contents for the book page.
Customer
130
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Note
The table of contents must be defined for each individual book page. If all of the book pages of a book are
to receive a table of contents, then it is advisable to define the table of contents for one book page and
then use this book page as a copy template when creating new book pages.

Position:
The table of contents bar can be faded in directly above the book page or in the window header. Use this
parameter to select the appropriate position.

Menu control:
This parameter can be used to select a control for the menu. This is displayed so as to be able to scroll within
a complex content structure.

Menu structure:
These options can be used to define the way in which the content is displayed in the menu.
o Flat structure:
The groups and book pages are displayed in a flat structure such that all groups and book pages are
displayed on one level.
o Indented contents:
The contents of a group are shown indented relative to the group itself. This improves clarity within a
complex content structure.
1.3.6.3.4
Further properties of a book page
Show Navigation Arrows
Instead of using the command bar to scroll through the book pages, you can do so using the buttons either side of
the book page. This makes it possible to work more intuitively with the book.
To display the buttons, activate the Show Navigation Arrows option for the book page in the book page editor.
Page Sound
The Page Sound parameter enables background music or an audio commentary to be inserted in a book page.
The student can start the audio file in the book reader in the control bar.
You can link to audio files inserted in the workarea or import them. To import, select Current object. Click on the
Import... button and then select your audio file. Clicking on Open inserts the audio file in the book page.
For information on how to add and edit an audio file, refer to the section on Editing an audio file.
Display Duration
This option allows you to determine the duration that a book page should be displayed in the book reader. Once
the time has elapsed, the book reader will automatically jump to the next book page. This feature allows you to
play books as a slide show or an automatic presentation. The value can be set in seconds.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
131
1.3.6.3.5
Merging book pages
Merging book pages allows content from a different book page to be added to the content of the currently
selected book page. This is sensible, for example, when applying recurring elements or to have a structure
available created using construction lines.
When merging book pages, the desired objects are inserted on the book page, but with the added book page
continuing to have its own separate existence.
This is how you add the content of a one book page to another book page:
1.
In the book page editor, open the book page to which the content is to be added.
2.
Select the Merge Book Pages option in the toolbar.
3.
A dialog will now be displayed with the overview of the Workarea structure in which you can determine the
book page of your choice. The book page currently open will be shown grayed out in this structure.
Click on the book page and then on OK to confirm.
4.
In the next step, you will be presented with a dialog displaying the objects belonging to the chosen book page.
By making a selection in the selection boxes you can determine which objects you would like to apply to the
open book page. Confirm your selection by clicking on OK.
The objects are now inserted on the book page in the place in which they were located in the selected book page.
The objects also receive the book page style of the book page to which they were added.
Customer
132
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.3.6
Templates for Book Pages
Book page templates are special types of book pages, which define a layout and general objects for creating book
page content. Templates are useful for saving time and for ensuring uniformity for newly created objects in a
complex book and to support the content creation of many authors.
1.3.6.3.6.1
Creating a Book Page Template
You should create a template before creating a book. This ensures consistency and avoids the need to make
changes afterwards.
To create a book page template, proceed as follows:
1.
Click on the New Book Page in the toolbar.
2.
In the New Book Page dialog box, proceed as follows:
1.
Enter a name.
2.
Select a language.
3.
Click OK.
3.
The book page is opened in the book page editor.
4.
Select a style and create your standard elements of the template.
5.
Click Save and close the book page.
6.
Open the project explorer.
7.
Select Book Page Template as the Subtype for the created book page.
The icon of the object changes and displays the template type.
Note
An existing template cannot be used to create a new template. Always create a template without using
other templates.
Tips for creating templates

Create a group for your templates. Set the group to hidden, in order to hide it during content playback.

Lock the position of your objects, if you want to prevent objects from being changed accidentally.

Use guides to create a layout grid.

Define Text Styles for the content, to ensure consistency and straightforward adaptation.

Insert the layout and design relevant objects.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
133
1.3.6.3.6.2
Defining a Book Page Template
You can use a book page template to create your book page content. There are different ways to activate a
template for a book page:

Define a default template for creating new book pages

Select a template when creating a new book page

Set a template in an existing book page
Define a default template
You can define a default template, which is always used for creating new book pages. This can be done as follows:
1.
Open the central configuration dialog box (menu Tools -> Settings...) in the area Producer -> Templates.
2.
In the property Book Page, click on Edit Link...
The object selection dialog box opens.
3.
Select the book page template and click OK.
4.
Confirm your changes in the central configuration dialog box with Apply.
5.
Click OK to close the dialog box.
When creating a new book page, the template is set by default. Further information is available in the chapter
Templates for Content Objects.
Select a template for a new book page
When creating a book page, you can set a template in the corresponding dialog box. If a template has been
defined as standard, you can select an alternative template for an individual page.Further information is available
in the chapter New Book Page.
Set a template in a book page
The Page object of a book page contains the setting Template, which displays the activated template. If you want
to use another template, select the book page from the drop-down list.The property only displays book pages with
the subtype Book Page Template.
1.3.6.3.6.3
Using a Book Page Template
The objects of an active book page template have the following characteristics:

they are inherited from the template

they use the properties as default (green button deactivated)

they are highlighted in blue in the objects list

they are positioned on the layers behind the objects of the created book page

they cannot be deleted - the objects are hidden automatically
Changing and resetting objects
The template objects use the defined properties by default, if the template is used for a general book page. You
can change the template objects for your content as required.
Customer
134
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
To change an object, you have to select the specific property by activating the green control in front of the
property name.
If you have changed objects, you can reset your changes by choosing the Reset Template Objects in the Edit
menu. Once reset, the parameters are unspecified (green control deactivated) and the default template is used.
Note
Changed objects keep their status even when objects are changed in the template. Click on Reset
Template Objects to change the objects in the book page to the current status of the template.
Tips for using templates

If you do not need an object on a book page, hide the object by using the Hide property in the object editor.

We recommend that you keep the template objects when the template is used as a book page because the
objects define a layout.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
135
1.3.6.4
Objects of the Book Pages
The following section will give you an overview on the variety of objects available for enhancing your book pages.
The properties and editing options are described here in detail.
1.3.6.4.1
Object Overview
Different elements offer the opportunity to provide the learner with information. You can insert these using the
toolbar and edit them accordingly.
They offer you the following objects:
Icon
Name
Name
Arrow
Demo Mode Link
Shape
Practice Mode Link
Bubble
Test Mode Link
Image
Concurrent Mode Link
Text Box
Quiz Link
Placeholder
Book Page Link
Active Area
Book Link
Customer
136
Icon
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Icon
Name
Icon
Name
Text Pop Up
Document Link
BPM Object
Flash Animation
Connection
Video Object
Time Control
Audio Object
Object Selection
HTML Document
Animation
For further information to the objects, read the corresponding sections.
1.3.6.4.1.1
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.
Positioning 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.
Defining an arrow
An arrow object can be customized as follows:

Arrow color
This value defines the arrow's color. The Select color... option can be used to define an appropriate value.

Thickness
This value allows you to define the arrow's thickness. The value is given in pixels.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
137

Arrow head 1 & 2
There are several different types of arrow heads to choose from:
None
Standard
Triangle – Hollow
Triangle – Filled
Diamond – Hollow
Diamond – Filled
Circle – Hollow
Circle - Filled

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.
Customer
138
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.4.1.2
Shape
The shape object displays a variety of shapes to choose from for the purpose of enhancing the visualization of
learning content, process flows and sequences. Shape objects can be used in a variety of ways and can contain
text.
To select and insert a shape, click on Insert shape.
Type and orientation
A drop-down list will appear in which you can select what kind of shape you would like to insert. For some shapes,
you can also define its orientation. For more information, refer to the section on Shapes Overview.
Design

Shape color
Here you can select a color for the shape. If you would like to define a value, click on Select color…

Shape value
This setting defines the shape's character. Values between 0 and 100 can be entered here. The outcome will
vary depending on the type of shape selected. For example, you can change the width of an arrow or smooth
the corners of a square.
Note that this setting is not available for all shapes. For more information, refer to the section on Shapes
Overview.
You will find descriptions on additional settings under the section on Editing Parameters.
Effects
Under Effects, there is a variety of settings that allow you to define the behavior and design of links.

Gradient
o Shape Color (Gradient)
o Border Color (Gradient)

Design Roll-Over
o Shape color
o Shape Color (Gradient)
o Border color
o Border Color (Gradient)

Design Click
o Shape color
o Shape Color (Gradient)
o Border color
o Border Color (Gradient)
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
139
1.3.6.4.1.3
Shapes Overview
This section will give you an overview of the shapes that are available in the Producer and includes a list of shapes
for which the orientation and/or shape value can be defined.
Shape
Direction / Shape Value
Basic Shapes
Ellipse
Triangle
Left, Right, Up, Down
Isosceles Triangle
Left, Right, Up, Down
Rectangle
Rounded Rectangle
Corner radius
Diamond
Parallelogram
Left, Right, Up, Down
Shape thickness
Trapezoid
Left, Right, Up, Down
Shape thickness
Pentagon
Left, Right, Up, Down
Regular Pentagon
Left, Right, Up, Down
Heptagon
Octagon
Decagon
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
Customer
140
© 2014 SAP AG. All rights reserved.
Shape thickness
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Shape
Direction / Shape Value
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
1.3.6.4.1.4
Bubble
Bubbles are ideal for adding visually-appealing textual content to your projects. Similar to those used in the
simulations, these bubbles also have a tip on them to point to a specific item on the page.
Creating bubbles
To create a bubble, click on the option Insert bubble. The following options will appear:

Text:
Click on the text field to open the HTML editor, where you can enter and format your text for the bubble.

Style:
Here you can choose which bubble style you would like to use. To edit your bubble, go to the menu Tools and
open the editing dialog box for your bubble style.

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.

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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
141

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.

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.
1.3.6.4.1.5
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.

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.

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

Retain aspect ratio:
If this parameter is activated, the aspect ratio is retained when scaling an image. Deactivate this parameter if
you want to be free to change the size of an image.

Zoom:
The Zoom option allows you to zoom in and out of images on the book page. An icon will be inserted onto the
image. By clicking on the icon, the image will be shown in its original size. This allows you to insert an image
into the book page and save space when scaling it.

Link to:
You can use this parameter to link the image you have inserted with an external webpage or object from the
Workarea.
Customer
142
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager

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.

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.
1.3.6.4.1.6
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 step.
1.3.6.4.1.7
Placeholder
The Placeholder inserts a variable in order to dynamically allocate content to a specific location. For example:
book page title, descriptions, page number, etc. The placeholder object makes it easier to keep the layout
consistent throughout the project.
To use placeholders, it is recommended that you insert them into templates so that they will be available in all of
your book pages. For example, the page number can be integrated into all of the book pages in the same position.
Once an object has been inserted, choose the desired option from the Placeholder selection list. The respective
content will then be displayed in the text field.
You can choose from the following placeholders:

Book title

Book description

Book page title

Book page description

Chapter title

Chapter description

Page number

Page count
Note
The content of the placeholders are displayed during playback. It is recommended to start a book page
during editing to see how the content looks like.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
143
1.3.6.4.1.8
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:

Design Roll-Over

Design Click
Once one of these options has been enabled, additional settings will appear. The following settings can be defined
to change the object’s properties:

Background color

Font color

Border color
1.3.6.4.1.9
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

Type:
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
o Tip
Customer
144
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager

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

Show on Roll-Over:
This option allows you to define whether a text pop-up should appear when the mouse cursor rolls over the
icon. When the mouse cursor rolls out of the icon, the text pop-up will hide again. The text pop-up behaves in
the same way as a tooltip.

Fade In/Out:
This parameter defines whether the text pop-up is displayed or hidden with a fading in effect when being
opened or closed. Deactivate the setting if you wish to avoid this effect.

Hide Text Pop-Up in Editor:
The default setting is for the text pop-up to be displayed in the book page editor. Activate the parameter to
hide it for editing. If you would like to reinstate the text pop-up in the view, deactivate the setting.
1.3.6.4.1.10
Linking Content from the Workarea
You can link simulation modes, books and book pages you have created from your workarea on your book page.
You also can integrate different documents. For example, these can be Word or PowerPoint documents you have
generated or else files in Excel or PDF format inserted in the workarea.
For a quiz any simulation mode containing only quiz items can be selected. As a rule, the recommended mode is
Test mode as it does not allow the user to influence the process in any way.
Linking the content
Proceed as follows, to insert a link:
1.
In the toolbar, select the relevant type which you would like to link to content. A button is then created on your
book page.
2.
Select the Edit link… button (subcategory Link) adjacent to the Link to parameter in the object editor.
3.
A dialog displaying the Workarea structure will then open. Only the learning content corresponding to the type
of button you have inserted can be selected from this dialog. Specify the learning content you want by clicking
on it and click on OK to confirm.
The object is now linked to the button and can be selected and opened when viewing the book page.
Note
If a button is not linked, a note icon will appear on the button. Create the link as desired. This icon is only
visible from the book page editor screen.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
145
Customizing 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.
1.3.6.4.1.11
Flash Animation
The Flash Animation object displays Flash files (SWF) on a book page.
Note
To insert and view Flash animations, authors and users need a Flash Player installed on their
workstations. This can be downloaded from the websites of the relevant manufacturers. Consult your
administrator if required.
Inserting a flash animation
To insert a flash animation in your book page, proceed as follows:
1.
2.
3.
4.
5.
Click on Insert Flash Animation in the toolbar.
Click on Edit link... for the Source parameter in the object editor.
Click on Insert file... in the dialog box.
Select the file from your directory and click on Open.
Confirm the dialog box with OK.
The flash animation is now displayed on your book page and can be played back. The file is copied into the book
page folder.
Note
A page with the current settings is displayed by default for inserted media objects. This is only visible for
editing and is hidden during playback.
Further settings

Quality:
The playback quality of the inserted film can be defined for flash files. This allows you to reduce file loading
times. Use the drop-down list to select the required quality.

Window Mode:
Window mode affects the display of the background and the performance when playing a Flash animation.
Customer
146
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Note
In Window Mode (Flash) tooltips are only displayed for the options Opaque Windowless and Transparent
Windowless. Tooltips are not displayed for the other options during playback.

Start automatically:
Activate this parameter if you want file playback to be started automatically after the book page has been
opened. If this setting is deactivated, the learner needs to start the media file manually.

Repeat:
Activate this parameter if you want the object to start again after playback.
1.3.6.4.1.12
Video
The Video object displays inserted video files on a book page in an embedded player window. The object supports
common video formats (see chapter Supported file formats on book pages).
Note
To insert and view videos, authors and users need the relevant playback applications for the required
formats to be installed on their workstations. These applications can be downloaded from the websites of
the relevant manufacturers. Consult your administrator if required.
Further information on formats is available in the chapter Requirements for video formats.
Inserting a video
To insert a video in your book page, proceed as follows:
1.
2.
3.
4.
5.
Click on Insert Video in the toolbar.
Click on Edit link... for the Source parameter in the object editor.
Click on Insert file... in the dialog box.
Select the file from your directory and click on Open.
Confirm the dialog with OK.
The video is now displayed on your book page and can be played back. The file has been copied into the book page
folder.
Note
A page with the current settings is displayed by default for inserted media objects. This is only visible for
editing and is hidden during playback.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
147
Alternative source
The object supports a wide range of video formats within HTML 5 as well as further video plugins. The Alternative
Source parameters allow you to insert additional files in different formats for a Video object. The alternatives are
used to display a video, if a format cannot be played back due to a missing plugin or unsupported browser.
Further settings

Show Control:
Displays the control bar.

Start automatically:
Activate this parameter if you want file playback to be started automatically after the book page has been
opened. If this setting has been deactivated, the learner needs to start the media file manually.

Repeat:
Activate this parameter if you want the object to start again after playback.
1.3.6.4.1.13
Audio
The Audio object plays back audio files on a book page.
Note
The Audio object itself does not have a control option; it is only responsible for playing audio files. It is an
empty object that is not visible on the book page. You can learn how to create controls for the Audio
object in the relevant chapter.
Inserting an audio
To insert an audio file in your book page, proceed as follows:
1.
2.
3.
4.
5.
Click on Insert Audio in the toolbar.
Click on Edit link... for the Source parameter in the object editor.
Click on Insert file... in the dialog box.
Select the file from your directory and click on Open.
Confirm the dialog box with OK.
The audio file is now displayed on your book page and can be played back. The file is copied into the book page
folder.
Note
A page with the current settings is displayed by default for inserted media objects. This is only visible for
editing and is hidden during playback.
Customer
148
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Further settings

Sound channel:
This parameter determines which channel is used for sound.

Volume:
This parameter defines the default value of the volume (0-100).

Start automatically:
Activate this parameter if you want file playback to be started automatically after the book page has been
opened. If this setting is deactivated, the learner needs to start the media file manually.

Repeat:
Activate this parameter if you want the object to start again after playback.
1.3.6.4.1.14
HTML Document
The element embeds HTML documents in an IFrame on the book page.
Insert a HTML document in your book page as follows:
1.
2.
3.
4.
Click on the Insert HTML Document button in the toolbar.
Click on Edit link... of the Source parameter in the object editor.
Insert the Link of the desired HTML document.
Click on OK.
The HTML document is now displayed on your book page.
Note
It is not possible to link to a local page, because of browser restrictions.
For linking a HTML Document object with a project of the workarea use the following link form:
e.g.: project!PR_B9F988F508BF12AA:standard.html
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
149
1.3.6.5
Modeling Business Processes
You can create models for business processes using the BPM object. The versatility of creation supports complex
models at several process levels.
A BPM object represents a process step here while the combination of several BPM objects represents the entire
process. You can use the Connection Object to combine process steps in the form of arrows and visualize their
sequence.
1.3.6.5.1
Creating Processes
If you want to create a process manually, proceed as follows:
Structure of a process step
A process is comprised of BPM objects that are connected with arrows. You can use text boxes to insert the
actions and information necessary for a process step via the arrows.

Process step:
Indicates the name of the process step and is displayed in the main field of the object.

Role:
Indicates the role or function for the process step and is displayed in the lower field of the object.

Annotation:
Additional annotations for a process step can be entered in the respective field. The annotation is displayed by
clicking the icon in the object.
Icon: Bubble

Link to:
A link to another book page to access more in-depth information. For example, a process can be created as an
overview with more in-depth process steps on other book pages.
Icon: Arrow

Attachment:
Documents, projects, book pages or files can be linked by the attachment. Up to 10 attachments can be
defined. When opened via the icon, a menu is displayed with all attachments and the selected attachment
then opened in a new window.
Icon: Paper clip
The option Open link in new window allows you to define whether the attachment should open in the same or
in a new window. The window’s appearance can be defined under New Window Properties.
The content that is displayed via an icon can be accessed by clicking the icon.
Recommendation
The icons used for the BPM object are found in the respective book page style. If you want to use icons
other than the standard icons, they are to be replaced in the respective folder. Make sure to keep the
names and size of the icons.
Customer
150
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Design of a process step

Text Style Role:
The design of the text and background for the role can be set in the Text Style Role area.

Design:
The background color of the field for the process name and the border of the entire object can be changed in
the area Design.
1.3.6.5.2
Connecting Objects
The inserted BPM objects can be connected using a connection object and the process direction shown using
arrows. A path can be created with an arrow here. This can be either a simple line or a complex structure with
several path items.
Defining an arrow
An arrow object can be customized as follows:



Arrow color
This value defines the arrow's color. The Select color... option can be used to define an appropriate value.
Thickness
This value allows you to define the arrow's thickness. The value is given in pixels.
Arrow head 1 & 2
There are several different types of arrow heads to choose from.
Positioning 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.
Creating complex paths
Process structures don't usually just go in a straight line but are much more complex. You can use the connection
object to create paths with several path points and corners. Keep in mind that the paths can only be aligned
horizontally or vertically here. The number of path points is also limited to 10.
Inserting a path point:
1.
Press and hold the Shift key.
2.
Then click the mouse on the point where you want to add the new point.
3.
Drag this point to the position you want.
Removing a path point:
1.
Press and hold the Alt key.
2.
Then click the mouse on the point where you want to remove the point.
Keep in mind that only points at the end or beginning may be removed.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
151
1.3.6.6
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.
1.3.6.6.1
Editing parameters
There are various parameters available in the object editor for editing objects. These depend on the object in
question:
General


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.
Text:
Enter a text that should be displayed for the object.
Design





Background Color:
This value can be used to define an object's background color. The Choose color... option can be used to
define an appropriate value.
Border:
Defines the width of the border. The value is defined in pixels. If no border is to be displayed, the value is to
be set to "0".
Border Color:
This parameter determines the color of an object's border. The 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.
Padding:
The parameter Padding defines the internal spacing between the border and the text or image. The value is
defined in pixels.
Scrolling Text (text field, active surface):
When this setting is enabled, text that is inserted will be displayed as scrolling text on the book page. The
scroll movement goes from right to left.
Formatting texts (Area: Design)



Font:
The Parameter identifies the text font. The default setting for this is Arial.
Font Size:
This parameter defines the font size. The value is defined in pixels.
Font Color:
This value can be used to define an object's text color. The Choose color... option can be used to define a
corresponding value in the RGB or HSV color space or as a hexadecimal value.
Customer
152
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager


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.
Vertical Orientation:
This setting defines the vertical orientation of text. The text orientation is set by default to Top.
1.3.6.6.2
Advanced functions
The subcategory Size and Position offers various functions for positioning an object, modifying its size and
defining its behavior:





Left / Top:
Defines the position, measured from the lefthand edge of the book page to the lefthand edge of the object
as well as from the upper edge of the book page to the upper edge of the object.
An object can be precisely positioned on the book page by altering the values. The values are defined in
pixels
Width / Height:
These values specify the selected object's dimensions and can be customized accordingly. The values are
defined in pixels
Locked:
This setting can be used to prevent objects from being dragged and dropped on the book page. This
requires the setting to be activated.
Hidden:
The parameter defines whether an object is to be displayed or not. Should you not wish to display an object
on the page then the parameter is to be deactivated.
Layer:
This parameter specifies the level on which an object is located on the book page. The background
constitutes level 0, all succeeding objects increase incrementally from one. The assignment of a level to an
object is determined by the sequence in which the objects were inserted on the page.
If objects are overlapping in the book page view, you can determine which of these objects should be
located in the topmost position. Do so by entering a value that is higher than that of the superimposed
object.
Alternatively, you can move an object in the object list to the desired level. This depicts how the objects are
arranged on the layers.
The option Documentation allows you to export your book pages as documentation.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
153

Show in documentation:
Activate this option for an object if you would like the object to be added automatically to your
documentation. This option is activated by default. Deactivate this option if you do not wish to have an
object appear in the documentation.
1.3.6.6.3
Inserting an image
The option Replace Image of an Image parameter allows you to insert images in an Image or Page object. The
following options are available:

Replace with screenshot of window:
By moving the mouse over the screen display, specific areas will be recognized and outlined in red. Click on
the mouse button to select the desired outlined area.

Replace with screenshot of object:
By moving the mouse over the screen display, specific objects will be recognized and outlined in red. Click on
the mouse button to select the outlined object.

Replace with screenshot of area:
With the mouse, pull the red frame over the desired area and release the mouse button.
After selecting the area, an editing window will appear where you can make adjustments as needed. To complete
the process, click on Confirm selection. The dialog box will close and the screenshot will be inserted into the HTML
editor.

Replace with image file...
A dialog box will open from which you can select an image from a data medium of your choice. Select the
desired image and click on Open (in the Editor) to insert the image.

Replace with image from workarea...
A dialog box will open, displaying the contents of the workarea. Select the desired image and click on OK (in
the Editor).
1.3.6.6.4
New window properties
If the link destination is opened in a new window, you can define the way it is displayed in subcategory Properties
of the new Window. The following parameters can be set:
Position
The values Top and Left are used to determine the distance of the new window from the top and left hand margin
of the screen area. The values are stated in pixels.
Size
The values Width and Height are used to define the size of the new window. The values are stated in pixels.
The parameter Full screen defines whether the window is to be opened in full screen view. This requires the setting
to be activated.
Customer
154
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
The parameter Resizable defines whether the window can be scaled or whether the defined size is to be retained.
Scaling requires the parameter to be activated.
Layout
You can have the following elements of the browser window displayed in the new window. To do so, activate the
relevant setting:

Location bar

Menu bar

Scroll bars

Status bar

Tool bar
1.3.6.6.5
Duplicate object
You can use the Duplicate function to duplicate an inserted object. Settings and shortcuts activated in this object
are retained and can be reused.
Select the object and click on the Duplicate button in the toolbar. The duplicate is placed directly above the object
and can then be positioned and edited on the book page.
1.3.6.6.6
Using guides
Guides can be used to allow elements to be positioned and aligned with precision. You can use them, for example,
to create design grids by drawing the guides on an empty book page then using this as a template for creating the
remaining book pages of your book.
Guides can be drawn both horizontally and vertically. The following buttons are available in the tool bar for
inserting the guides

Insert Vertical Guide

Insert Horizontal Guide
Once a guide has been inserted, the sizing handle can be used to move it on the book page using drag&drop.
Clicking on the sizing handle displays the guide. If another object is selected, the guide is deselected.
An object is aligned with the guide by moving it on the book page. When it is on a level with the guide, the line
appears gray and the object is automatically positioned level with it.
Note
In order to ensure that objects are properly aligned when dragging & dropping, you can activate the Snapin-place options for objects from the central configuration dialog. The settings can be found under
Application -> Book page editor.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
155
1.3.6.6.7
Aligning objects
If you have positioned a number of objects on your book page, you can arrange these on one line. The following
functions are available to you here as a result of which the objects can be arranged on the edge in question:

Left align

Top align

Right align

Bottom align
These functions require a reference object to be selected on which the other objects will align themselves. Select
the reference object and then click on the objects to be aligned while holding the Ctrl button depressed. You can
then select the desired action in the toolbar.
1.3.6.6.8
Customizing object dimensions
To obtain uniform objects, you can align their dimensions with those of a reference object:

Same width

Same height

Same size
To this end, select a reference object with which the other objects will align themselves. Select the reference
object and then click on the objects to be aligned while holding the Ctrl button depressed. You can then select the
desired action in the toolbar.
Customer
156
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.6.9
Arranging objects
The same spacing can be assigned to objects to arrange them in a consistent horizontal or vertical plane. To do so
you must first align the objects horizontally or vertically on one line.
Select at least three objects to be arranged. This is required as two reference objects define a spacing with which
other objects align themselves.
Select the objects by clicking on them or draw a selection mask by clicking and holding the mouse button. Then
click on the button of the function you want.
Arrange objects horizontally

Equal horizontal distribution:
The spacing between the first object and the second is used as a template for subsequent objects and
customized.

Distribute horizontally:
The first and last object retain their position. The objects in between share the space so as to maintain equal
horizontal spacing.
Arrange objects vertically

Equal vertical distribution::
The spacing between the first object and the second is used as a template for subsequent objects and
customized.

Distribute vertically:
The first and last object retain their position. The objects in between share the space so as to maintain equal
vertical spacing.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
157
1.3.6.6.10
Changing the level of objects
If an object is concealed by another object in the view, you can modify the level of the object in question. Select
the desired object and then click on one of the options.
If you would like to change an object's level by one position, select the following functions:

Forward one level

Backward one level
If you would like to place the object on the first or last level of all of the objects, then select the following function:

In the foreground

In the background
Alternatively, you can move an object in the object list to the desired level. This depicts how the objects are
arranged on the layers.
1.3.6.6.11
Creating a Flash button
Flash buttons are inserted to increase the design options available for book page controls. This is done using the
Flash animation object. You can do this both by inserting Flash files containing predefined links as well as Flash
files to which a link in the book page has been assigned.
This is how you create a Flash button:
1.
Insert a Flash object using Insert Flash Animation and select a Flash file. 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.
Customer
158
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.7
Actions and effects on book pages
Incorporating multimedia and interactive elements by adding actions and effects will turn your book pages into a
didactically enhanced learning environment. You can choose from a wide variety of special effects to highlight
specific steps and objects that are sure to capture and retain the learner’s attention. By doing so, you will help
your users better focus on the important items that should be learned, and you will simultaneously promote
sustainable learning by creating and fostering an enjoyable, interactive learning environment in which the user can
explore, discover and retain new information.
Object actions can be used to add interactive effects to individual objects. These actions can be triggered
manually by the user or can be configured to run automatically. In addition, with special object actions, you can
use actions to define and control certain effects.
1.3.6.7.1
Object actions
You can define actions for book page objects in order to trigger the behavior of an entire book's or a book page’s
display, such as having objects automatically appear on the book page or jumping to the next page. Object actions
give authors greater flexibility in creating interactive content.
The actions can be defined in the object editor, in which you will find an area that is also called Actions. Specific
actions are displayed for each object that can be used in conjunction with them in book pages.
The components of an object action
An object action consists of an executable action, an object that should be affected via this action, and the
behavior to be triggered. The available actions and behaviors depend on the type of object and can be used in a
variety of ways. You will find more information on this step below (see An Overview of the Actions and An
Overview of the Behaviors).
The following is an example of how to insert an action into an Image object:
On Click > Text > Show
When the user clicks on the image, the Text object that was selected will appear.
Multiple behaviors assigned to one action
You can assign as many behaviors to one individual action as you would like. To trigger multiple behaviors, simply
click on the plus icon next to the dropdown box. This allows you, for example, to fade objects in and out. You can
remove a behavior by clicking on the minus icon next to the dropdown box.
The following section will give you an overview of the variety of object actions that are available for enhancing your
book pages and will describe specific use cases.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
159
1.3.6.7.1.1
Fade objects in and out
A fade over effect can be used to naturally and smoothly fade objects in and out. The following behaviors can be
assigned to certain types of objects to obtain the desired effect:

Fade in

Fade out

Fade toggle
Timing fade effects
There is a Fade in/Fade out subcategory in the editor where you can define the exact length of time the effect
should take place for each object. The values are calculated in seconds.

Fade in duration

Fade out duration
1.3.6.7.1.2
Controlling audio with actions
Actions can be assigned to individual buttons in order to control an Audio object. You can customize the functions
to suit your specific needs. For example, you can define objects, e.g., an image or a text field, to be used as a
button. When the user clicks on the image or text button, you can define the button in such a way so that the
corresponding audio file will automatically play.
Recommendation
In the case where an Audio object should be controlled via a button, we recommend that you disable the
Audio object’s setting Start automatically. This will allow the user to interact with the learning content and
start the audio at the appropriate/desired time (e.g., by clicking on a play button). Moreover, you should
give your objects unique names upon inserting them into your book pages in order to create transparency
and facilitate selecting and assigning them when creating your learning content.
For more information, refer to the sections Overview of Actions and Overview of Behaviors.
Control actions
To create an object to control an audio file, such as an image, proceed as follows:
1.
Insert and position your Image object to be used for the button. (More detailed information on objects is
provided in a further section in this document.)
2.
From the subcategory Actions, you can define the specific actions that your Image object should execute.
3.
1.
From the first dropdown list, select the Audio object that should be used for the action, e.g., On Click. This
will automatically create a link to the Audio object.
2.
From the second dropdown list, you can define the behavior, e.g., Play. You will find a variety of audio
behaviors listed here.
You can now repeat these steps for any additional buttons that you would like to add.
Customer
160
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Actions in an Audio object
Under the subcategory Actions, Audio objects can be used in combination with various object actions to control
the audio file.
For example, a button can be defined to switch back and forth between two different actions by clicking on it in
order to control the audio file, just like with the standard mute/unmute or play/pause buttons. This changeover
can be defined by inserting a second Image object and positioning this on top of the original image and then
defining the image to fade in and out accordingly. The following is an example of how to create an Audio object for
play/pause:

On play
> image “pause” > show
> image “play” > fade out

On pause
> image “play” > show
> image “Pause” > fade out
To display or minimize the full list of behaviors to choose from for an action, click on the plus and minus icons and
the list will appear.
1.3.6.7.1.3
Overview of the actions and behaviors
The list gives you an overview about common used types of actions and behaviors. The available types and also
further types depend on the used and linked elements.
Actions
Action
Description
On Click
Describes the action that should be carried out when
the element is clicked on.
On Mouse Roll-Over
Describes the action that should be carried out when
the element is moused over.
On Mouse Roll-Out
Describes the action that should be carried out when
the mouse rolls out of the element.
On Show
Describes the action that should be carried out when
the element appears.
On Hide
Describes the action that should be carried out when
the element disappears.
On Play
Describes the action that should be carried out when
the element is playing.
On Pause
Describes the action that should be carried out when
the element is paused.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
161
Action
Description
On Stop
Describes the action that should be carried out when
the element is stopped.
On Finish
Describes the action that should be carried out after
the element has played.
On Mute
Describes the action that should be carried out when
the sound is deactivated.
On Unmute
Describes the action that should be carried out when
the sound is activated.
On Volume Change
Describes the action that should be carried out when
the volume is changed.
Behaviors
Behavior
Object
Show
Shows the specified element after an action is
executed.
Hide
Hides the specified element after an action is
executed.
Toggle
Shows/hides the specified element after an action is
executed.
Fade In
Fades in the specified element after an action is
executed.
Fade Out
Fades out the specified element after an action is
executed.
Fade Toggle
Toggles the fade in/ fade out of the the specified
element after an action is executed.
View Link
Views the link target of the specified element after an
action is executed.
Customer
162
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.7.2
Create effects and animation
Action objects can be used to add special effects and animation to your learning content to create motivating and
interactive presentations for the learners. The action objects are found in the book page editor. Besides the basic
actions that are available, you can define more complex actions for an object. You can influence an action’s
behavior by configuring its settings to suit your individual needs. The objects in this case are “blank”, only serving
as a definition for the actions and do not contain any content, such as text or images.
Recommendation
Before creating an action object, you should become familiar with how actions work so that you can take
advantage of their versatility.
How to modify objects and their behaviors
The following action objects are available in the book page editor:

Animation

Time Control

Object Selection
The following settings are available for these three objects:

Change position and size

Fade in/Fade out
1.3.6.7.2.1
Use cases
Action objects can be used in combination with additional book page objects, giving you a wide variety of use
cases and plenty of room for your own creativity. The following examples will give you an idea of how action
objects can be used:
Animation
Animations can be used to creatively highlight specific pieces of information. For example:

To attract the learner’s focus to a certain image, this image can be defined so that its size automatically
increases when the book page is displayed.

Several objects can be grouped together and displayed in a smaller format to save space. The user can then
individually click on the images to zoom in on them. In this way, the user can concentrate more on each
individual image and the respective learning material as needed.

Mouse rollovers and rollouts can be used to add effects to text and important information to enhance the
learning experience. The original state of the text will then be automatically restored.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
163
Time Control
The Time Control allows you to define how long the action should take place:

You can use the Time control with images to create an automatic slide show in which the images
automatically fade in and out.

You can sequentially start various animations to create complex processes and visualizations.

The gradual fading in and out of text allows you to optimally visualize a sequence of information. Such
animated text is perfect for accompanying audio text, for example.
Object Selection
The Object Selection is ideal for sequentially selecting multiple objects. For example, an Object selection can be
used:

To create image galleries on book pages - the user can then click through the gallery at his own pace.

For visualizing process workflows in which individual steps can be selected.
1.3.6.7.2.2
Considerations for the creation
When working with action objects, we recommend that you take the following guidelines into consideration prior
to starting the creation process in order to be able to fully take advantage of their versatile functionality:

Before you begin, we suggest creating a storyboard to help you optimally plan which behaviors should be
assigned to which actions and how the users should interact with them.

Do not go overboard with the number of effects per page. Try to limit the number so that the important
information is highlighted, while simultaneously ensuring a transparent and user-friendly look and feel to each
page. Simple effects, such as clicking on objects and automatically having content fade in and out can prove
to be quite useful enhancements to your learning content as long as the page is not cluttered with so many
animations and interactive elements that it would overwhelm the user.

Always make sure you assign unique names to your objects (under the setting Name). This will make it easier
for you when selecting objects and actions so that you can quickly find the one you are looking for.

When inserting animations, make sure you know which level the objects are on in order to avoid accidentally
hiding them. On the other hand, when this technique is intentionally used, you can easily hide specific objects.

Animations that are used repeatedly throughout your book can be predefined on a book page template to
save you time when creating a new book page with the same animation.
Customer
164
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.7.2.3
Animation
Animation objects allow you to change the position and size of your animations. The Animation object actually
defines the final size and position for the animation. To adjust the animation's size, the Animation object can be
proportionally scaled in height.
Structure of an animation
The following explains how an animation works:

Initial State
The object to be animated (e.g., an image) is created with the same size and position as its initial state.

Final State
When the animation is activated, the object will change to the size and position of the Animation object (red
rectangle).
Creating an animation
The following is an example of how to create an animation:
1.
Create an Image object and position it as desired to serve as the initial position.
2.
Insert an Animation object (from the toolbar) and define its properties:
3.
1.
Move the Animation object to the desired final position and adjust the frame size. If the object should be
the same size as the image, you can enter the exact dimensions under Position.
2.
Name:
Enter a unique name for the object to facilitate allocating actions at a later time.
3.
Target object:
Select the Image object as the target object.
4.
Duration:
Here you can define how long the animation should run. The value is calculated in seconds.
The animation can be interactively triggered by the user or defined to run automatically by assigning actions
to the animation. For example:
o Action on Click – the user clicks on an Image or Text object to start the animation
o Action after Loading – the animation automatically plays when a book page is opened
o Action after Timeout – a Time control object can be used so that the animation will automatically play
after a defined period of timeFor each action, you have to select the Animation object from the first
dropdown list, and the behavior Start from the second dropdown list.
Once you have created your animation, you can test it out by clicking on the Preview button in the book page
editor.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
165
Stopping an animation
In addition to the behavior Start, you can also define the animation to automatically stop. Simply select the
behavior Stop from the list. For example, you can add start and stop buttons to your animation by inserting and
defining Image objects.
Additional options

Easing:
Easing effects the time duration of an object, allowing the animation a more effective and smoother transition.
Easing can take place at the beginning, at the end or both. There are three types to distinguish between:
o Quadratic
o Cubic
o Sine

Action on Start (under Actions):
When an animation starts, another action can be triggered simultaneously. For example, an additional
animation can start, an audio file can play or a Text object can be displayed. This allows you to create
relationships between the objects and learning content can be sequentially structured if desired.

On Stop:
An action can be defined to be executed when an animation stops. In contrast to the option Action after
animation, this allows you to stop the animation at any time, thereby changing a button’s behavior, e.g., a
button can be defined to continue the animation.

Action after Animation (under Actions):
Once an action has been completed, another action can be triggered, such as other animations or
automatically jumping to the next page.
To do so, select the desired object and the action to be allocated to it under Settings.

Show Debug Information:
This setting allows an object’s status information to be displayed while the book page is playing. This will
display additional information on the object’s action while it is being executed in test mode to give you more
control over the action.
Note
When using images with transparency, clicking on the transparent area will trigger the animation. To
prevent undesired actions from being performed by the user, we recommend using images without any
transparency.
Recommendation
If you would like to re-use an animation that you have already created, you can copy and insert the
respective objects collectively in groups. The objects are automatically recreated and allocated without
requiring any additional post-editing work required.
Customer
166
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.7.2.4
Time Control
A Time Control object allows you to precisely time your actions. Images can automatically fade in and out or
animations can be combined to create sequences.
To set up a Time Control:
1.
First create the object that you would like to start off with. This could be an animation, an Image object or a
similar object.
2.
From the toolbar, insert the Time Control object.
3.
Next, define the time intervals and the corresponding actions.
To obtain a clear overview of your animation projects, we recommend that you arrange your objects and
actions according to their time control settings in chronological order.
1.
Time:
In this field, you can enter the length of time during which the action should be carried out. The value is
calculated in seconds.
Note
Time values are not automatically combined. If you would like to have multiple actions begin
simultaneously, you have to manually summarize and enter the time values, e.g., 20, 40, 60,...
2.
4.
Action after Time-out:
In this field, you can select the action that should be triggered once the defined period of time has run out.
For example: Image -> Show, Animation -> Start
In order to start a Time control, an action has to be triggered by the user. This can be a button, for example,
that starts a series of images. For this example: Actions -> Action on Click -> Time Control -> Action Start.
Additional options

Show Debug Information:
This setting allows an object’s status information to be displayed while the book page is playing. This will
display additional information on the object’s action while it is being executed in test mode to give you more
control over the action.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
167
1.3.6.7.2.5
Object Selection
With the help of the Object Selection, you can fade objects in and out, one following another, which can be
triggered by user actions. This allows the user, for example, to click through a series of images in any preferred
order.
To create an Object Selection:
1.
Create your Image objects and position them as desired.
2.
Set all images to hidden except for the first one that should appear. This allows images to fade in one by one.
3.
From the toolbar, insert the Object Selection and define its properties:
4.
1.
Name:
Enter a unique name here so that you can easily identify your object selector when selecting it from the list
at a later time.
2.
Object 1-10:
Select the objects in the order in which they should appear, from 1-10.
Next, successively select the Image objects in order to assign the Object selection to the images. Under
Actions, you have to define an action for each individual image in order for it to be able to switch to the next
image, e.g., Action on Click. From the first dropdown list, choose the Object selection and from the second
dropdown list, select Activate 1-10 for each object.
Once you have created your Object selection, you can test it out by clicking on the Preview button from the book
page editor.
Additional options

Fade in:
This setting allows you to define a smooth transition effect for objects when they fade in and out.

Show Debug Information:
This setting allows an object’s status information to be displayed while the book page is playing. This will
display additional information on the object’s action while it is being executed in test mode to give you more
control over the action.
Customer
168
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.8
Books and Book Page View
For the book pages view it is necessary to distinguish whether these pages were inserted in a book or placed
individually. An individual book page is opened in the library view whereas a book is presented in the book reader.
After they are selected, modes linked on a book page are opened in the trainer.
Note
If you have inserted media files in a book page, then the corresponding playback application needs to be
installed on the users' workstations so that these files can be displayed.
Books view
Books that have been created are displayed in the book reader. This enables selection of, and scrolling within,
pages. Once a book page has been called, objects in it can then be launched or opened so that they can be worked
through.
When a book is called in the library it is launched directly in the book reader.
Book pages view
Individual book pages are not viewed in the book reader as this is intended for scrolling through a number of
pages.
If you select an individual book page in the library it will be displayed directly in the learning content view.
Book reader style
The way the book reader is rendered can be determined in the project explorer when selecting a book in the object
editor. A dropdown list box for selecting the style is available to you in the Skin parameter. This is where you can
define an individual design for each book.
Note
Changing a skin for the book reader doesn’t changes the style for the book pages located within the book.
You can customize the style for each individual book page in the book page editor.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
169
1.3.6.8.1
Preview in the Book Page Editor
The Preview function exists in order to be able to view and use a book page during editing in the book page editor
in the same way it is displayed to the student. If you select this in the toolbar, you will be able to test your book
page's objects. These will then behave in the same way as they do when being presented in the library or book
reader.
In order to be able then to resume editing the objects, deactivate the button.
1.3.6.9
Supported File Formats on Book Pages
Media plug-in
Supported file formats
Audio, Page Sound
*.mp3, *wav
Flash
*.swf
Media Player
*.mp3, *.wav, *.avi, *.mpeg, *.mpg, *.wmv
QuickTime
*.mp3, *.mp4, *.qt, *.mov
Image
*.gif, *.jpg, *.png, *.bmp, *.jpeg
Document
*.doc, *.docx, *.rtf, *.ppt, *.pptx, *.xls, *.xlsx, *.pdf,
*.html, *.htm
Customer
170
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
1.3.6.9.1
Requirements for Video Formats
The table gives an overview of the supported video formats of the SAP Workforce Performance Builder and the
possible operating systems and browsers:
Formats
Windows Vista / 7
Format
Codec
mp4
h264
IE 7 - IE
10
Firefox
Windows 8
Safari
Desktop
Mobile
Apple
Android
Safari /
Webkit
Webkit
mpeg4
avi
xvid
h264
mpg
mpeg2
wmv
wmv3
vc1
mov
qt
Supported
Plugin / Codec required
Unsupported
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
171
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.
Customer
172
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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.
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
173
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.
Customer
174
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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*
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
175
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:

Minimum password length:
Indicates the minimum character length of the password. If you enter 0, user accounts may be created
without passwords.

Password must contain number:
Indicates that the password to be entered must contain at least one numeric character (0-9).

Password must contain special character:
Indicates that the password to be entered must contain at least one special character (&,$,...).

Password must contain lower and upper case letters:
Indicates that the password to be entered must contain at least one upper and one lower case letter.
Note
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.
Customer
176
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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:
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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
177
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.
Customer
178
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
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 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.
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:

URL of the current Manager instance

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.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
179
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)
o
o
Step 1 (empty project)
o
Step 2
Business Procedure 2
o
o
Step 1
o
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.

In case of adding steps this has to be the parent group representing the Business Procedure.

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.
Customer
180
© 2014 SAP AG. All rights reserved.
SAP Workforce Performance Builder 9.3
SAP Workforce Performance Builder Manager
Content deletion
Deleting contents in this connection scenario you may consider the following facts:

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.

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 9.3
SAP Workforce Performance Builder Manager
Customer
© 2014 SAP AG. All rights reserved.
181
www.sap.com/contactsap
Material Number
© 2014 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any
form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior
notice.
Some software products marketed by SAP AG and its distributors
contain proprietary software components of other software
vendors.
Microsoft, Windows, Excel, Outlook, and PowerPoint are registered
trademarks of Microsoft Corporation.
IBM, DB2, DB2 Universal Database, System ads, System i5, System
p, System p5, System x, System z, System z10, System z9, z10, z9,
iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS,
S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise
Server, PowerVM, Power Architecture, POWER6+, POWER6,
POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes,
BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2
Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX,
Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are
trademarks or registered trademarks of IBM Corporation.
Linux is the registered trademark of Linus Torvalds in the U.S. and
other countries.
Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either
trademarks or registered trademarks of Adobe Systems
Incorporated in the United States and/or other countries.
Apple, App Store, FaceTime, iBooks, iPad, iPhone, iPhoto, iPod,
iTunes, Multi-Touch, Objective-C, Retina, Safari, Siri, and Xcode are
trademarks or registered trademarks of Apple Inc.
Oracle and Java are registered trademarks of Oracle and its
affiliates.
UNIX, X/Open, OSF/1, and Motif are registered trademarks of the
Open Group.
Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame,
VideoFrame, and MultiWin are trademarks or registered trademarks
of Citrix Systems, Inc.
HTML, XML, XHTML and W3C are trademarks or registered
trademarks of W3C®, World Wide Web Consortium, Massachusetts
Institute of Technology.
SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, PartnerEdge,
ByDesign, SAP Business ByDesign, and other SAP products and
services mentioned herein as well as their respective logos are
trademarks or registered trademarks of SAP AG in Germany and in
several other countries all over the world. All other product and
service names mentioned are the trademarks of their respective
companies. Data contained in this document serves informational
purposes only. National product specifications may vary.
These materials are subject to change without notice. These
materials are provided by SAP AG and its affiliated companies ("SAP
Group") for informational purposes only, without representation or
warranty of any kind, and SAP Group shall not be liable for errors or
omissions with respect to the materials. The only warranties for SAP
Group products and services are those that are set forth in the
express warranty statements accompanying such products and
services, if any. Nothing herein should be construed as constituting
an additional warranty.
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement