SAP Workforce Performance Builder 9.4 Manager Manual

SAP Workforce Performance Builder 9.4 Manager Manual
Manual
Workforce Performance Builder
Document Version: – 2015-04-07
SAP Workforce Performance Builder 9.4
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
2
Keys on the keyboard, for example, F 2 or E N T E R .
Customer
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SAP Workforce Performance Builder 9.4
Typographic Conventions
Table of Contents
1
Introduction ..................................................................................................................................... 6
2
Basic information ............................................................................................................................ 7
2.1
Technical Support.................................................................................................................................. 8
2.2
Additional Documentation .................................................................................................................. 10
2.3
Browser Requirements ........................................................................................................................ 11
2.4
Learner Settings................................................................................................................................... 12
2.4.1
Browser Requirements ....................................................................................................... 13
2.4.2
Settings for Internet Explorer............................................................................................. 14
2.4.3
Settings for Mozilla Firefox ................................................................................................ 20
2.4.4
Safari Settings ..................................................................................................................... 22
2.4.5
Settings on iPad................................................................................................................... 22
2.4.6
Settings for e-Mails ............................................................................................................. 23
2.5
Browser settings for Single sign-on ................................................................................................... 24
2.6
Notes to the Manager editions ........................................................................................................... 25
3
Basic knowledge ........................................................................................................................... 26
3.1
Collaborative editing ............................................................................................................................ 27
3.2
Version control ..................................................................................................................................... 29
3.3
Identity management .......................................................................................................................... 31
3.4
Access control...................................................................................................................................... 32
3.5
Workflows ............................................................................................................................................. 34
3.6
Content Distribution ............................................................................................................................ 36
4
Interface description .....................................................................................................................38
4.1
The Project Explorer ............................................................................................................................ 39
4.2
4.1.1
Objects ................................................................................................................................ 40
4.1.2
Search and filter objects .....................................................................................................46
4.1.3
Object Editor ........................................................................................................................50
4.1.4
Edit HTML contents ............................................................................................................68
Administration...................................................................................................................................... 72
4.2.1
User ...................................................................................................................................... 73
4.2.2
Organizational units ............................................................................................................ 77
4.2.3
Roles ..................................................................................................................................... 79
4.2.4
Permissions ......................................................................................................................... 82
4.2.5
Registration-Codes .............................................................................................................88
4.2.6
Broadcast .............................................................................................................................89
4.2.7
Status ................................................................................................................................... 91
4.2.8
Workflows ............................................................................................................................ 93
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4.3
4.4
4.2.9
Types .................................................................................................................................... 97
4.2.10
Priorities ............................................................................................................................... 99
4.2.11
Milestones........................................................................................................................... 101
4.2.12
Workareas/Tags ............................................................................................................... 103
4.2.13
Assignments ...................................................................................................................... 106
4.2.14
Scheduler ............................................................................................................................ 113
4.2.15
Server Settings ................................................................................................................... 114
4.2.16
Server Housekeeping ....................................................................................................... 128
4.2.17
Server Statistics ................................................................................................................ 129
4.2.18
Server installation .............................................................................................................. 131
4.2.19
Server import .................................................................................................................... 132
Tasks ................................................................................................................................................... 133
4.3.1
Detailed view...................................................................................................................... 136
4.3.2
Status report ......................................................................................................................137
Learning Reporter.............................................................................................................................. 140
4.4.1
Common controls ............................................................................................................. 144
4.4.2
User Reports...................................................................................................................... 146
4.4.3
User by Assignment .......................................................................................................... 147
4.4.4
User by Progress ............................................................................................................... 148
4.4.5
Lesson Reports ................................................................................................................. 149
4.4.6
Lessons by Assignment.................................................................................................... 150
4.4.7
Lesson Step Report ........................................................................................................... 151
4.5
Learner view ....................................................................................................................................... 152
4.6
Bookpage Editor ................................................................................................................................ 155
4.6.1
Basic Principle and Structure ...........................................................................................157
4.6.2
Creating a Book ................................................................................................................. 158
4.6.3
Creating a Book Page ........................................................................................................ 161
4.6.4
Modeling Business Processes ......................................................................................... 169
4.6.5
Editing Objects ...................................................................................................................172
4.6.6
Actions and Effects on Book Pages .................................................................................. 177
4.6.7
Books and Book Page View .............................................................................................. 190
4.6.8
Supported File Formats on Book Pages .......................................................................... 191
4.7
Settings .............................................................................................................................................. 193
5
How to's ....................................................................................................................................... 196
5.1
First server settings ........................................................................................................................... 197
5.2
Before you begin to produce ............................................................................................................ 198
5.3
5.2.1
Build up user structure .................................................................................................... 200
5.2.2
Create workflows ..............................................................................................................205
5.2.3
Prepare workareas ............................................................................................................ 207
5.2.4
Prepare structure ............................................................................................................. 209
While you produce content ............................................................................................................... 210
5.3.1
4
Create objects .................................................................................................................... 211
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5.4
5.5
5.6
5.3.2
Assign objects.................................................................................................................... 213
5.3.3
Move objects ...................................................................................................................... 214
5.3.4
Restore editing mode ........................................................................................................ 215
5.3.5
Revert to a previous object version ................................................................................. 215
5.3.6
Filter for specific objects .................................................................................................. 216
5.3.7
Display filtered object tree................................................................................................ 218
5.3.8
Replace object file assets ................................................................................................. 219
5.3.9
Finish editing an object .................................................................................................... 220
Publish finalized content ...................................................................................................................222
5.4.1
Quick publishing ................................................................................................................223
5.4.2
Publish multiple objects....................................................................................................223
5.4.3
Publish another version ................................................................................................... 224
5.4.4
Create course assignments .............................................................................................225
5.4.5
Distribute links to published content...............................................................................225
Process learning content ................................................................................................................. 226
5.5.1
Playback of Contents ........................................................................................................ 227
5.5.2
Search for content ........................................................................................................... 228
5.5.3
The Feedback function .................................................................................................... 229
5.5.4
View your learning progress ............................................................................................ 229
5.5.5
Certificate your learning success ................................................................................... 230
View learner's progress ..................................................................................................................... 231
5.6.1
View details of report items ..............................................................................................232
5.6.2
Redefine filter criteria .......................................................................................................232
5.6.3
Save reports for quick reuse ............................................................................................233
5.6.4
Receive scheduled reports via email .............................................................................. 234
5.6.5
Export report data .............................................................................................................235
6
Landscape enhancements ......................................................................................................... 236
6.1
Connect with Solution Manager ....................................................................................................... 237
6.1.1
Prerequisites ..................................................................................................................... 238
6.1.2
Procedure ......................................................................................................................... 239
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1
Introduction
Welcome to the Manager, the SAP Workforce Performance Builder tool for collaborative content production and
centralized learning access.
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Introduction
2
Basic information
Welcome to the SAP Workforce Performance Builder Manager!
The Manager is your centrally available platform for collaborative content creation and content rollout to
learning groups.
It assists you to share the content you created in Producer or Instant Producer easily with other authors, align
the content production along predefined workflows and based on unified settings available for every author.
Thus especially large content scenarios can be produced much more precise with no need of sending archive file
and no worries about if the content you have really is the most recent version.
Nevertheless, working in a collaboration scenario will need you to know some basic concepts the Manager is
based on. Please read the chapter basic knowledge first before starting with content production to understand
what permissions are and how versioning will help you in your content creation.
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2.1 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

8
Are you interested in a tour through the SAP Support Portal? Register for an online demo.
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Basic information
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.
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2.2 Additional Documentation
If you are searching for specific information that is not contained in this user help, you can find additional
documentation like installation, security and operations guides as well as further information links on the SAP
Help Portal.
http://help.sap.com/wpb
Note
Some documentation may require you to enter your SAP customer login.
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Basic information
2.3 Browser Requirements
The following browser requirements are to be considered to ensure an error-free use of the Manager interface.
Browser
Version
Internet Explorer
7.0 – 11.0
Firefox
17.0.9 ESR - 36.0
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Basic information
Operating system
Windows Vista, Windows 7 or
Windows 8
Windows Vista, Windows 7,
Windows 8 or Mac OS X 10.5.x
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2.4 Learner Settings
A few changes are required to the settings of your browser to work perfectly with SAP Workforce Performance
Builder functionalities.
Independent from your preferred browser the playback functionalities require following settings:
Requirement
Why?
Enabled JavaScript
All functionalities are based on the use of JavaScript.
You must enable it.
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 browser-specific
chapters to get instructions how to disable built-in
Pop-up blocker functionalities.
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 functionalities run
accurately.
Recommendation
Possibly it may happen that Flash contents are displayed incorrect. In this case uninstall and reinstall the
Flash plugin (do not do update only).
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Basic information
2.4.1
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
Microsoft Internet Explorer
7.0 – 11.0
Mozilla Firefox
17.0.9 ESR – 36.0
Apple Safari
4.0 – 5.1
Google Chrome
40
Operating system
Windows Vista, Windows 7 or
Windows 8
Windows Vista, Windows 7,
Windows 8 or Mac OS X 10.5.x
Windows Vista, Windows 7,
Windows 8 or Mac OS X 10.5.x
Windows Vista, Windows 7,
Windows 8
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
7, 8
Safari Mobile
Google Android
4.1.2
Windows Mobile
8
Stock Browser (AOSP)
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Basic information
(with deactivated Desktop View)
Internet Explorer 10
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Settings for Internet Explorer
2.4.2
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.
Basic Setup
2.4.2.1
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.
Contents located on your intranet (Default security level: Medium-low)
Section/Setting
Set to
Why?
Enable
Playback videos and animations embedded in book
ActiveX controls and plug-ins
Display video and animation on a
webpage that does not use external
pages and quizzes directly with the browser, without
media player
loading an installed media player.
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Contents located on the Internet (Default security level: Medium-high)
Section/Setting
Set to
Why?
Enable
Playback videos and animations embedded in book
ActiveX controls and plug-ins
Display video and animation on a
webpage that does not use external
pages and quizzes directly with the browser, without
media player
loading an installed media player.
Miscellaneous
Allow script-initiated windows
Enable
without size or position constraints
Allow websites to open windows
Display simulation modes in trainer and book pages in
book reader with correctly positioned control elements.
Enable
without address or status bars
Display the frameless top-most-window of the
Concurrent Mode.
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.
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
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:
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.
Internet Explorer 8 and higher:
○
Press the key ALT to display the menu bar. Select File > Page Setup and activate the setting Print
background colors and images.
Custom Setup
2.4.2.2
Using a custom configuration hat has been modified by you or your company’s network policy might result in
problems when playing back contents.Check that your security settings match the settings in the following table
and check that the additional settings (listed below the table) are configured correctly.
Recommendation
○
Note the dependencies given to different content types and the necessary settings.
○
Ensure that you configure these settings for the correct zone (where your contents are
located).
How to apply settings
1.
To apply Internet Explorer Security Settings, open Internet Explorer and navigate to the Internet Options
command in the Tools menu.
2.
Click on the according tab and apply settings as given in the table below.
For security settings
1.
Click on the Security tab and select Local Intranet or Internet, depending on where your contents are
located.
2.
Click on Custom level... to open the Security Settings dialog. Enable the settings for the functions you use.
See the following table for function-specific settings.
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Settings overview
To avoid display errors, column headers are displayed with a numeric icon that represents one of the following
functions/content types:
(1) – library, (2) - demo, test and practice mode, (3) - concurrent mode, (4) - book pages, (5) - quizzes
Tab
Section/Setting
Set to
(1)
(2)
(3)
(4)
(5)
General
Tab -> Settings
Always open pop-ups in a new window
(When a pop-up is encountered)
Security
ActiveX controls and plug-ins
Binary and script behavior
Display video and animation on a webpage that
does not use external media player
Enable
Enable
Miscellaneous
Allow script-initiated windows without size or
position constraints
Allow websites to open windows without address
or status bars
Submit non-encrypted form data
Enable
Enable
Enable
Scripting
Active scripting
Enable
Advanced
Multimedia
Play sounds in webpages
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Enable
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Notes to Internet Explorer Versions
2.4.2.3
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.
○
Display all websites in Compatibility Mode
○
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 ALT to display the toolbar) and deselect one or both of the
following parameters, depending on your location you are playing back contents from.
○
Display all websites in Compatibility Mode
○
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.
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2.4.2.4
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.
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2.4.3
Settings for Mozilla Firefox
The following settings are required for a flawless playback experience in Mozilla Firefox.
Changes in the settings dialog
Select the Settings item in the Tools menu in the open browser. Now go to the Content item in the settings
dialog to see the required options.
Setting
Set to
Block pop-up windows
Deactivate
Activate JavaScript
Activate
Advanced JavaScript settings
Click on the Advanced button to open Advanced
JavaScript settings. Activate the following options:
1.
Position window before or after other windows
2.
Hide status bar
3.
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.
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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.
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:
○
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.
Activate the option Remember this decision so that the security message will not be
displayed each time the library starts.
○
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
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2.4.4
Safari Settings
The following settings are required for a flawless playback experience in Safari.
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
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.
2.4.5
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
22
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Disable
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Note
○
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.
○
Playback performance relies on connection speed. If the connection is too slow, images
might not be loaded in time.
○
The iPad does not support Adobe Flash and therefore book elements containing flash
animations are not displayed.
2.4.6
Settings for e-Mails
When using the Send Content function of the library it is required that the e-Mail program uses UTF-8 character
encoding. This avoids an incorrect display of the e-Mail text in a specific language.
Microsoft Outlook
For Microsoft Outlook UTF-8 can be activated in the Outlook Options:
Section / Setting
Set to
Advanced -> International options
Allow UTF-8 support for the mailto: protocol
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Activate
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2.5 Browser settings for Single sign-on
To gain browser-sided support of single sign-on functionality you have to adapt your browser settings. Please
read the instructions for your favorite browser.
Settings for Internet Explorer
1.
Open the browser settings by clicking Tools > Internet settings.
2.
Open the Advanced tab. Activate the option Integrated Windows Authentication under Security.
3.
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.
4.
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.
Settings for Mozilla Firefox
1.
Open the advanced browser configuration by entering about:config in the address bar.
2.
Confirm the warning message.
3.
Search for the setting network.negotiate-auth.trusted-uris and enter the name of the server or the server
domain, e.g. http://server.com or *.domain.com.
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Basic information
2.6 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.
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3
Basic knowledge
Working in a collaborative production scenario based on the Manager might be new to you, thus it slightly differs
from working just by your own on your local machine. Read the following chapters to get an insight on the most
important things you should know and to be ready for becoming part of a collaborative production scenario.
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3.1 Collaborative editing
Description:
Editing in a Manager-based environment allows multiple users to edit and create content within a centrally
stored workarea, the central workarea, to which their local running Producer or Instant Producer is connected
to. Furthermore this workarea can be maintained and edit from the Manager interface as well.
To guarantee the consistency of the content structure in such an environment the editing of objects in the
central workarea is managed by a editing state which is exclusive to single users each. Once a user started to
edit an object it is locked for all other users.
Editing states
The editing state of objects managed by the server is displayed as an additional icon attached to the object
icons. Hence by the display of these additional icons you can identify as well if an object in your workarea
is connected to the server.
Editing states of managed objects
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Three different icons display the current editing state of an object:
1.
Locked (default): The object is connected to the server and part of the central workarea.
2.
Editable: You started editing mode of the object and are able to modify it.
3.
Modified: The object has been edit and needs to be saved to the server.
Notes on the editing state
Working with server managed objects you should also keep these facts in mind:

Location binding: The editing state of an object is not only specific to a user but also the location the user
started editing. Hence you cannot modify an object on your local machine, continuing to modify it on
another one without finish editing it on first machine.

Discard of editing states: In case a user starts editing without finishing it for an exceptional time (in case of
hard drive crash, long sick leave or else) administrative users can discard the editing state for the user
currently editing the object. As result the object in the central workarea will stay in its last saved state and
other users will be able again to edit it but the local modifications made by the user holding the discarded
editing state can not be saved to server anymore.
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3.2 Version control
Description:
Editing content in a Manager-based scenario you take advantage of the server-sided version control. This means
that every time you send modified content to the server a new version of this content will be created, like a
breakpoint on a time scale. Thus you can revert to any editing state of the content at any time - worth a lot in
case your content becomes malfunctioning somehow or you are unsatisfied with the changes you did since last
saving.
But versioning of content provides even more comfort. In case you publish your content directly by the Manager
itself, you can decide which version is to be published, hence you can publish one version of your content and
proceed editing and saving to server with no worries that the content may be visible to end users in state not
being finalized. Once you have finished enriching or revising the content you publish the most recent version of
your content replacing the previously published state.
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Notes
Keep in mind the following facts on content versioning:

Server-sided publishing of content can be done only once per object
You can decide which version to be published, but you cannot have published two versions of a single
object at the same time.

Version control setup parameters
The creation of new content versions on save to server is based on setup parameters. Based on the
configuration not every time you send content to the server a new must be created. By default a new
version is created if

○
the time between last content check in and current check in is more than 30 minutes
○
significant changes have been made to the content itself
○
you manually force version creation on check in
Manual force of version creation
When saving content to server, independently if from Manager interface or from Producer you can force
the creation of a new version to ensure your current editing state becomes revertible
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3.3 Identity management
Description:
The Manager uses a hierarchical concept to manage so called identities, a term collecting users as well as
groups users can be part of. Three kinds of these identities exist:
1.
Organizational units
An organizational unit (acronym: OU) depicts a part of an organization, mostly a department or a task
team. With organizational units the whole structure of a company can be depicted, displaying the unique
position of each user or role within the company. Organizational units can be inherited to each other, thus
each unit can contain other subordinated organizational units, roles or individual users.
2.
Roles
A role is to be understand as a group collecting multiple users and as well other, subordinated roles with
the target to unify the permissions assigned to the members of the group. Roles can contain users and
other roles but no organizational units.
3.
Users
Users are the smallest identity unit, standing for one individual person each. They can be part of
multiple roles and single organizational units but they can not contain any subordinated identity items.
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3.4 Access control
Description:
The Manager is a permission-based server application. All application sections and according functionalities to
view, modify or delete data are protected by individual (user) permissions. Hence each user needs an individual
collection of permissions to do what his or her individual task description requires them to do.
To simplify the permission management in a multi user environment users with same task requirements are
collected within roles (user groups) which hold a specific set of permissions. By adding a user to a role the user
inherits the permissions assigned to this role, granting the user the same access rights all other members of the
role have.
Permissions can be combined
Each user has to be understand as an individual end of a permission inheritance. Thus permissions and roles
can be individually combined to extend the access range of a user. This results in following possibilities on
creation of user access levels:

each user can be member of multiple roles, granting the user a combination of all permissions provided by
all roles the user is member of

user permission sets can be extend by individually assigned user permissions to allow the user to special
tasks additionally to their permissions set provided by their role membership

roles can be inherited to create different user groups owning the same permission level, e.g you can create
roles authoring team A and authoring team B as members of the parent role Authors providing you with
the possibility to create individual teams with different tasks
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User permissions versus workarea permissions
To differentiate the user access to multiple workareas hold by the Manager there is an additional permission
gate controlling the access to the existing workareas each - the workarea permissions. These permissions
control which users and roles can access, view or modify data within each workarea individually. This enables
you to run various different production and learning scenarios within one single Manager instance allowing users
to access specific content only, e.g. referring to the previously mentioned role inheritance, authoring team A
only to first workarea and authoring team B to second workarea only.
Note
Setting up a production scenario you must specify the workarea permissions for users and roles as well.
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3.5 Workflows
Description:
Workflows align statuses along a defined object lifecycle and provide the ability of multiple transition from one
status to another, independently of the status order and the direction of the object lifecycle. These
transitions restrict the possibilities of status changes to a more efficient and logic way. Additionally transitions
provide the option to send automatic email notifications to users responsible for its destination status, e.g.
an reviewer.
Using defined workflows will make your production processes more efficient and error-free. Especially in large
production scenarios with many participated users and a wide range of user task descriptions they will help you
to avoid timing losses due to missing user information on the next production step and its responsible contacts
as well as they will enable you to have a detailed overview about the overall production state by forcing
according status changes.
Requirements
The more detailed you plan your needs of Statuses and the more detailed you define the task descriptions for
users and user groups, the more detailed you can setup workflows. This increases the information flow in your
production scenario and hence the production overall performance.
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What does a workflow improve?
Usage of workflows provides more comfort in content production due to the following facts:

Forcing of status changes enables a detailed production overview in the status report thus you can identify
problems and "hanging" tasks.

The provision of a small set of transitions simplifies the status switch for all users participated in
production process.

The automatic notification to specified users enables each user to quickly react on the need of his
participation.
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3.6 Content Distribution
Description:
Once you have finished content production, 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.
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Broadcast
Once you have created contents and assignments, you can use the broadcast function to notify your users
about the new learning contents. Just go to Administration > Broadcast, write a message containing the address
of your Manager instance and select users, roles or organizational units as recipients. You can also use this
function to notify your users about content updates or anything else.
QR Code
This function generates QR codes that can be easily read with a suitable reader on a mobile device. This enables
your users and authors to share content links easily and, moreover, to access learning contents at the exact
location where the knowledge is required, for example, when they have to use a newly purchased industrial
machine. Just display the QR code for an object by clicking the QR Code button (top of the object editor
displayed on the right) or in the relevant course in the learner view. Print it out and stick it on the new machine
and every user will be able to access the relevant learning contents for the machine on their mobile device.
However, you should first verify that contents propagated by QR codes have been already published.
Finally QR codes will assist you as an author to check your contents which you prepared for mobile playback. It
is not necessary to type in a long address on the virtual keyboard - simply scan the code and your contents will
be displayed or played back.
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4
Interface description
This chapter and included sub chapters describe the interface sections, their controls and, briefly, available
user actions based on their order in the main menu of the Manager.
Note, that the availability of menu items and according interface sections might be reduced due to your user
permissions.
For detailed descriptions of processes as well as best practices go to chapter How to's.
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4.1 The Project Explorer
Image 1: The Project Explorer
Description:
Accessing a workarea by clicking the menu item Workareas the Project Explorer will display the workarea
structure (1) as well as the properties (2) of each object selected in the object tree. Both interface sections, the
tree view as well as the property sheet provide several functions to organize and edit the objects within the
currently selected workarea. Read the following chapters for detailed information.
Controls and procedures:
Switching Workareas
The menu item Workareas provides access to all the workareas you have permissions to access. Click on the
down arrow right-sided to the menu item to get a list of available workareas and select the according workarea
by clicking its list entry.
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4.1.1
Objects
Image 1: The object tree
Description:
The tree structure of the Project explorer displays all objects of a workarea. See the following explanations of
available workarea objects.
Object
Object (level 2)
Workarea
Object (level 3+)
Description
This object is the topmost entry of the tree
structure and contains all workarea
objects.
Resources
The parent node of all the resources
available in a workarea for setting up the
workarea environment as well as for
recording, editing, styling and organizing
contents.
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Object
Object (level 2)
Object (level 3+)
Resource group
Description
An object uniting resources of a specific
type, e.g. Bubble Styles. Individual
resources not to be determined as part of
one of the existing resource types are
located within the resource group
Adaptable Resources.
Resource
An individual resource object containing all
files to fulfill a specific task.
My Unsorted Objects
The tree node My Unsorted
Objects contains workarea objects that are
not assigned to any parent object and have
been lastly edit by you.
Root group
The Root group is the topmost group with
all of the learning content available within
the workarea. It can be renamed freely but
not switched in case of a Manager-based
workarea.
Group
A group is an object to order the structure
hierarchically (like folders in the operating
system). It can contain any content object.
Using its description and short description
fields detailed information on the child
structure can be provided.
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Project:
Simulation
A simulation project contains the
recordings, individually defined controls
and all file assets generated from the
recording:


Playback Modes:
○
Demo
○
Practice
○
Test
○
Concurrent
○
Guided Presentation
○
Free Presentation
○
eCatt
File assets
Generated
○
documents (doc/docx, pdf,
html, ppt)
Standard
○
Document
Training
○
Document
Work
○
Document
○
Job Help
○
Test Sheet
Process
○
Guide
BPP
○
Document
Audit and
○
Compliance
Document
○
HPQC Document
Hands-
○
On Guide
○
Powerpoint
Document
○
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Video output (mp4)
SAP Workforce Performance Builder 9.4
Interface description
Object
Object (level 2)
Object (level 3+)
Description
○
Any supported file type be
Insert file... dialog
A project can not contain other tree
objects like groups, books or text units, but
imported book pages.
Project:
Navigation
A navigation project contains the
recordings, the controls for the playback of
the navigation as well as imported file
assets:

Playback Modes:
Navigation
○

File assets
○
Any supported file type be
Insert file... dialog
A project can not contain other tree
objects like groups, books or text units, but
imported book pages.
Project:
Undefined
A project of type Undefined has been
created empty without having its type
specified yet, e.g. in case it has been
created using the Interface of the Manager.
Book
A book is the essential playback container
for playing book pages, thus holding
various settings for playback. Next to book
pages it can contain all other types of tree
objects (even other books) as well.
Book page
A book page is a visual slide deck
presenting information like a Powerpoint
slide. It can contain file assets but no other
tree objects:

File assets
○
Any supported file type be
Insert file... dialog
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Object
Object (level 2)
Text Unit
Object (level 3+)
Description
Text Units are structural information
objects which for example can be used to
provide additional text chapters within the
Master document or the compound
document or internal authoring notes
centrally available for all authors. They can
contain any type of content object as well
as any supported type of file assets. To
clearly specify the context of the
information provided with a Text Unit
different document types with individual
icons are available.


Document types:
○
General
○
Task
○
Concept
○
Reference
○
Subsystem
○
Component
○
Function
○
Requirement
○
Problem
○
Error
○
Task
File assets
○
Any supported file type be
Insert file... dialog
File Asset
File assets can be external files imported
into the workarea (like videos or
documents) or created from a collection of
workarea objects (like the Master
document or the Compound document). If
the file type is known the file asset will be
displayed with an according icon else it will
be flagged with the icon unknown
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Interface description
Object
Object (level 2)
Object (level 3+)
Description
The tree node Unsorted contains all
Unsorted
workarea objects that are not assigned to
any parent group.
The Trashnode contains all objects which
Trash
have been deleted from the tree.
Note
The scope of the displayed objects depends on your user 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 Filtering Objects by Tags.
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4.1.2
Search and filter objects
Image 1: Filter and search options in the Project Explorer
Description:
You can search or filter in the Project Explorer for objects matching single or multiple criteria. To do so three
different interface elements are available.
1.
The text search
2.
The advanced filter
3.
The tag filter
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Controls and procedures:
Text search
You can search for objects matching a specific string in within all their text contents readable by the search
index (name, description, short description, keywords).
1.
Click the search field and enter the search phrase you are looking for.
2.
Press RETURN.
3.
A flat list of matching objects will now be displayed instead of the object tree.
Advanced Filter
You can use the advanced filter to create a set of multiple matching criteria objects shall be displayed by.
1.
To display the advanced filter dialog, click the down arrow symbol at the right side of the search field.
2.
If no filter has been specified yet the advanced filter dialog appears directly. Otherwise click the entry New
filter... in the dropdown selection to display the dialog.
3.
Specify an unambiguous filter name the filter shall be saved by and determine the matching criteria (see
table below for criteria descriptions).
4.
Click Filter to display the list of matching objects.
The advanced filter dialog provides the following match criteria 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 status from the dropdown list by
activating the relevant checkboxes.
Author
Select one or more users from the dropdown list by
activating the relevant checkboxes.
Assigned to
Select one or more users from the dropdown list by
activating the relevant checkboxes.
Priority
Select one or more priorities from the dropdown list by
activating the relevant checkboxes.
Type
Select one or more types from the dropdown list by
activating the relevant checkboxes.
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Parameter
Description
Milestone
Select one or more milestones from the dropdown list
by activating the relevant checkboxes.
Entity Type
Select one or more entity types from the dropdown list
by activating the relevant checkboxes.
Workflow
Select one or more workflows from the dropdown list
by activating the relevant checkboxes.
Target date
Specify a date or date range objects have set the
property Target date for. Click the input area to display
the calendar picker and select a date.

Use the first field to specify a date from which on
you want to search

Use the second field to specify a date until you
want to search

Use both fields to specify a time range to be
matched
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.
Filtered tree view by tag assignment
Additionally you can display the tree how it looks like being filtered by a tag, e.g. the published tag. This not only
enables you to check correct hierarchically tagging, but since tag are assigned to a unique object version, even
more to display an elder status of your tree structure.
1.
Click the arrow next to the field - without Tag -.
2.
Select the desired tag from selection dropdown.
3.
Now the tree is displayed showing only matching objects in the version they have the specific tag assigned
to.
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More information:
Quick selection of defined filter sets
Once you have defined a filter, it will be available as an entry in the selection dropdown when you click the down
arrow button in the search field. By this selection list you can select any defined filter quickly as well as edit
or delete
it.
Availability of filter sets
Filters are private sets. Every defined filter set is stored user- and workarea-specific. Thus they are only available
for in the workarea you created them in.
Missing objects in tag filtered view
When you filter a tree view by a specific tag it can happen that objects or subtrees are not displayed. This
happens because the view is hierarchically displayed, thus one object in a level up above the objects you are
missing is not assigned to the tag you are filtering for. Check the tags of objects in tree levels parent to the
objects not being displayed.
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4.1.3
Object Editor
Image 1: Sections of the Object Editor
Description:
The Object Editor displays the properties (1) and actions (2) available for the current object. To edit most of
the object properties you need to start editing the object (3).
Controls and procedures:
Properties section
The object properties are organized by using tabs. Read more in the according subchapters.

Tab Overview

Tasks tab

Courses tab

Assets Tab
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Actions section
Up above the properties section object related actions are displayed. Depending on the object type and your
user permissions the amount of available actions may vary.
Image 2: Object actions available for a group
Control
Sub control
Version
Description
Shows the currently displayed object version. If this version is
published, it will be displayed next to the version number.
Publish / Unpublish
Enables you to publish the current object version directly with a
single click. If the object is already published, it allows you to
unpublish the object with a single click.
Versions/Tags
Launches the dialog for managing object versions and the
assignment of workarea tags.

You can display any existing object version with its
individual object properties by clicking the according list
entry.

You can assign a workarea tag (e.g. published) to another
version of the object, e.g. to publish a more recent version
in the Learner View. by clicking edit tags in the according
list entry of the version.
Start editing /
Enables you to start or finish editing the current object and is
Finish editing /
displayed according to the current edit state of the object.
Restore WT
If the object is currently edit by another user the current
location the object is being edit at is displayed left of the
button, like WT at: (location/machine)\path. In case you own the
respective user permission the button now allows you to
restore the editing mode to be available. Before using this
option please read the chapter Restoring write token carefully.
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Control
Sub control
Preview / Play / Open
Description
Starts the according playback environment to preview the
content.
1.
Preview starts the content within the library.
2.
Play launches a book or a book page directly within the
book reader.
3.
Open launches the according application the browser has
the file type associated with.
QR Code
Displays a dialog showing you a QR code to easily access the
current content with your QR ready device or to be print out.
Additionally it provides the direct access link you can
copy and reuse.
Note: the URL provided will be only available for other authors.
If you want to share the link with learners, use the Share
functionality within trainer playback of the published content.
Desktop Assistant
Downloads the corresponding *.dnt file to be started by your
local installation of the Navigator. This button appears only for
groups with the Subtype: Desktop Assistant.
New...
Provides a dropdown list of child objects to be created. The
selection range is dependent on the current object you are
editing. Editing mode is required.
Delete
Moves the current object into the trash. To have this option
available it is required that you press Finish editing before.
Delete (tree)
More
Moves the current object and all child objects into the trash.
Provides a selection of additional actions to be executed on
current object and all child objects as well.
Start editing all objects
Starts the editing mode for current and all child objects.
Finish editing all
Finishes the editing mode for current and all child objects.
objects
Restore all write tokens Restores the editing mode for current and all child objects to be
available.
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Control
Sub control
Description
Publish (all objects)
Publishes current and all child objects in their currently
displayed respectively latest version.
Unpublish (all objects)
Unpublishes current and all child objects in their currently
displayed respectively latest version.
Select Workflow...
Sets a specific workflow for current and all child objects.
Optionally it can set the workflow only for objects not having
assigned one yet.
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4.1.3.1
Tab Overview
Image 1: The object properties
Description:
The Overview tab provides the object properties. Using the down arrow in upper right section corner (1) you can
switch between two views:

Standard layout
Displays only a basic set of properties.

Advanced layout
Displays all available object properties.
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Controls and procedures:
Common object properties
Depending on the object types the amount of property controls varies, but some properties are common for all
object types.
Property
Description
Name
Displayed in the object tree and optionally used as
heading in all playback or output formats.
Language
The language of the object. This property is used for
automated recording texts, automated translation as
well as for spellcheck within the HTML Editor.
library autostart
Allows a particular mode, book page or document to
be started or opened automatically when selecting the
object in the library.
Hide
Hides the object in the Learner view, regardless of its
published status. Hidden objects are displayed grayed
out within the workarea tree.
Short Description
HTML input field to e.g. write a short introductory text
to the description to introduce the readers to the
current topic and its requirements.
Description
HTML input field to provide enriched text information
about the object itself or the structure underneath.
Keywords
Input field to provide keywords for better search
matches within the library search. Multiple keywords
have to be separated by using semicolon (keyword1;
keyword2).
Editing properties
All properties displayed within the Overview tab can only be modified in editing mode, available by clicking the
Start editing button.
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4.1.3.2
Tasks tab
Image 1: The task properties
Description:
The Tasks tab provides the properties of the task attached to the current object (1) as well as the history of
previously done object / task changes committed to the server (2). Using these properties you can, e.g. assign
the object to another author to finish the content or change the target date the object content has to be
finished.
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.
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Interface description
Controls and procedures:
Task properties
See the following list for a brief description of the task properties. Note that some properties are optional and
depending on their usage in your scenario (marked with an -o). Therefore see the individual instructions on your
project scenario.
Property
Description
Created
Displays the date the current object has been initially created on the server as well as
the user who created the object.
Title
The title of the task attached to the object. This can be different than the Name of the
object since it describes the tasks' nature to be read by other authors, thus it can be
e.g. "Revise recording step 2".
Type (-o)
Provides the list of predefined task types to be used for task specification.
Priority (-o)
Provides the list of predefined priorities to set the tasks' production priority.
Assigned to
Provides the list of users being able to edit the current object. Select an entry from
the list to assign the object for review or further processing to the selected user. If the
task is already assigned to a user, the current assignee is displayed in the field.
Milestone (-o)
Provides the list of predefined milestones to set the tasks' milestone dependency.
Target date
Allows you to specify a specific target date the task has to be fulfilled. This is useful in
case you assign the task to another user.
Workflow (-o)
Allows you to select or change an assigned workflow. Click change to select a
workflow and a workflow step the task shall be currently at.
Status (-o)
Provides a list of predefined status to be set for the current task. If a workflow has
been assigned, only feasible status transitions are displayed as links.
Watcher
Displays the list of users, who are automatically notified on object / task changes. To
modify this list, click Edit... and add or remove users in the Edit watchers dialog.
Description
Provide a brief description of the current tasks' state or the changes you did. This
simplifies to find the current task state within the tasks history.
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Add a comment
The new comment... button (2) enables you to add a comment to the task history at any time, without the need
of having set the object to editing state. Just type a clear, concise title and a brief comment text to be added to
the history. Additionally you can select if the assigned user list of watchers shall be automatically notified of
your comment by selecting or deselecting the option Send mail to watchers.
View the history
Below the task properties the task history displays all log entries created within the objects' current lifetime
ordered by the most recent entry descending. Entries with a text description are prefixed with an arrow symbol.
Click the arrow symbol to expand the according text to be read.
Export the history
Right below the task history the two buttons provide the optional export of the whole history list to be further
processed in another application.

XLS Export: the history will be downloaded in format Microsoft Excel

CSV Export: the history will be downloaded in text file format Comma Separated Values (*.csv)
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Interface description
4.1.3.3
Courses tab
Image 1: The course list
Description:
The Course tab provides a flat list of all learner view courses the object is participated in. You can create a
new course initialized by the current object or modify existing courses initialized by the current project.
Controls and procedures:
Add a course
The Add button (1) displays the dialog for course creation. Read more in chapter Course assignment and display
options.
Course assignment entries
Each entry in the list displays:

its course name (2)

the user collection it is available for (3)

its display style in the learner view (4)
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
its scoring method (5)

its individual list item actions (6)
Edit a course
To change an existing course, click the according list entry or the item action edit (6). The dialog for course
creation will be displayed with the current set of properties for the course. Read more in chapter Course
assignment and display options.
List entries with missing editing capability
If a list entry is missing the edit / delete item actions this course is not rooted by the current object but from an
object in an upper level. Check the parent objects for their course list to edit the respective course or use the
administration overview for Assignments.
Delete a course
To delete an existing course, click the item action delete (6) in the corresponding list entry.
Red highlighted list entries
Courses, which have been created for objects not having been published yet are highlighted red. The missing
publishing disallows them from being displayed in the course list of the learner view.
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Interface description
The assignment dialog
4.1.3.3.1
Image 1: The assignment dialog
Description:
The Assignment dialog enables you to set various properties on how to present content as a course in the
Learner view. These settings have no impact on the tracking behavior of the content.
Controls and procedures:
Note
o In case of creating a new assignment as well as of selecting an unpublished root object for your
assignment a warning message appears. As long as your selected root object for the assignment is
not published the assignment won't be visible in the course list of the Learner view.
o The display of tracking based data is not supported in combination with an Oracle database.
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Property
Description
Caption
Mandatory property. Specify the name the assignment is displayed with in the
course list of the Learner view.
Selected object
Mandatory property. Select the root object of the content structure to be
distributed by the assignment.
Selected identity
Mandatory property. Select the identity (user, role or organizational unit) the
assignment will be displayed to in the course list.
Display as
Specify, if only the root object of the content or even ancillary objects will be
displayed. Following options are available:
1.
Object only - only current object will be displayed
2.
Object and direct sub objects - current object will be displayed with ancillary
objects of first sublevel
3.
Object and sub objects (2 levels) - current object will be displayed with
ancillary objects of two sublevels
4.
Object and sub objects - current object will be displayed with all ancillary
objects
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Interface description
Property
Description
Scoring Method
Specify, if and how the progress will be displayed in the Learner view. 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
Learning Path Mode
Specify if the learners shall be forced to process the content one after another to
follow a didactical line you considered the content to have to. This option allows the
learner to start the next content only if the current content has been finished at
defined success level.
The Learning Path Mode is available only with the following assignment options
setup:

Scoring Method : Percent Completed

Display as: Object and direct sub objects, Object and sub objects (2 levels),
Object and sub objects
The configuration options are available:

off - Learning Path Mode is deactivated

show only available - only completed and the currently processed content is
displayed. Each time the learner completes an content object the next object
becomes visible.

show all - all the content is displayed, but only completed and the currently
processed content can be started.
Learning Path - Minimum
Define the minimum success rate (in %) content has to be finished for the next
Completion (%)
content object becoming available for processing.
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Property
Description
Lesson Types
Optionally exclude lesson types from being displayed. Click on the accordant lesson
symbol to hide (symbol will be shown as strike through) or unhide (no strike
through) this type in the Learner view.
Weight
Use the Weight option to influence the order of courses in the course list. Enter a
numerical value from 1 (for top) to 500 (for last). If more than one course is
weighted with the same value, e.g. 1, all of those will be grouped above next
numerical value (in this case 2).
Passed Tests required (%)
Define the minimum success rate (in %) for test modes the content is marked as
been processed successfully.
Allow status view
Specify if the user is allowed to switch from standard view (1) to status view,
displaying the progress within all content of the course (2).
Allow search
Specify if the content of this course are displayed in search results. If checkbox is
disabled, contents are not shown in search results.
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Interface description
Property
Description
Show description
Specify if the description of the course is displayed or not.
Date Range
Specify a time range the assignment will be available in. Reaching the end of the
time range the assignment will be automatically hidden.
Color
Specify a font color as hexadecimal value (e.g. "#ffee33") the course will be
displayed with.
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4.1.3.4
Assets Tab
Image 1: The Assets tab
Description:
The Assets tab provides an overview of the direct child objects the current object has (1) as well as an optional
list of files / streams the object folder contains (3).
Controls and procedures:
View file streams
Initially only child objects are displayed. Click Show streams (2) to view the list of files the object folder contains.
To hide the list click Hide streams (2), which is now placed at the same button position instead.
Replace file
Files which have been added to the object, can be replaced using the Manager interface. Click replace file to
display the dialog to browse for a exchange file and / or to rename of the file title.
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Interface description
Note
The replace file item action is only available in editing mode.
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Edit HTML contents
4.1.4
Image 1: The HTML editor
Description:
You can edit all HTML based content properties using the browser-based HTML editor. This enables you to
create visual enriched content without the need of a local Producer or Instant Producer installation.
Controls and procedures:
How to start the HTML editor
Start editing an object. For any HTML control you click into the HTML editor pops out.
Common HTML controls are:


In object properties:
○
Description
○
Short description
In book pages:
○
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Text fields for bubbles, active areas, text pop-ups and else.
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Interface description
Dropdown controls
Control
Description
Font family (1)
Set font family.
Font size (2)
Set font size (in pixel).
Paragraph Styles (3)
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).
Inline Styles (4)
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 (5)
Apply a block style the selection will be enclosed in.
The selected style will enclose your selected range by a <div>-tag.

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.
Table Styles (6)
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
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.
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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.
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
Add column left

Add column right

Add row at top

Add row at bottom

Delete column

Delete row
Customer
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Interface description
Switch between design view and source code view
In case you want to approve or modify the HTML code itself you can display the html code using the buttons
below the viewport.
Note
The availability of HTML formatting is limited to those as given by the HTML editor controls. Embedding of
else objects or script snippets is prohibited. Unsupported code will be automatically removed on switch
back to the design view or close of the HTML editor.
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4.2 Administration
Image 1: The Administration menu
Description:
The Administration menu offers access to the interface sections relevant for administrating the Manager
application, managing the user access, server data or meta information to be reused within the workareas. Each
section will be explained in detail in the following chapters.
Note
The scope of the available menu items as well as the possibility to edit within these sections depends on
your personal user permissions.
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4.2.1
User
Image 1: The user management interface
Description:
The user management interface lets you keep control on user maintenance and user access.
Controls and procedures:
Selection
The Selection section (1) provides the tree view of the organizational units users are assigned to. Expand the
tree items by clicking the arrow symbol in front of each entry and click an entry to view the members of the unit
within the user list (3). To create a new user within an organizational unit it is mandatory to select it before
creation.
If you select the organizational unit root, all users are displayed.
Quick add
The Quick add section (2) enables you to quickly create single user profiles.
Simply enter the according user data into the fields, select role memberships from the Roles dropdown and click
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Add.
Consider that at least the field Logon-ID is mandatory. We highly recommend to create at least an initial
password to be changed by the user itself (consider the server security settings for password creation).
Note
To send new users an automated e-mail with their user data, you must enter a valid e-mail address.
User list
The user list (3) displays all members within a selected organizational unit (1). You can

view a single user profile by clicking the according list entry or

process direct actions on a single user by clicking the according action links in the last column of the
currently selected list entry or

process actions on one or multiple users by selecting the checkbox for each user to be processed. Then
select the according user action from the buttons right below the user list (5).
Action
Description
Broadcast...
Opens the Broadcast editor with your user
selection within the recipients list.
Activate
Activates the selected users.
Deactivate
Deactivates the selected users. Deactivated users can
not logon anymore from any source (Manager
interface, Producer, Instant Producer or else).
Add to role(s)
Opens a dialog to specify one or more roles the
selected users shall be added to. To select multiple
roles, press CTRL or SHIFT while clicking.
Remove from role(s)
Opens a dialog listing all the roles available for the
current user selection. Select the relevant checkboxes
for the roles to be removed from user selection.
Search and Filter
The search and filter section (4) enables you to search for single or multiple users within the currently displayed
user list.

Use the input field Search to filter the list by a text value to be matched or

use the Active: dropdown list to display active or inactive users only.
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Interface description
Quick overview of user information
Place the cursor over a list entry to display the corresponding user information in the Details area (6).
4.2.1.1
The user profile
Image 1: the user profile dialog
Description:
The user profile contains the information available for a selected user.
Controls and procedures:
The list of user properties:
Value
Description
Logon ID*
A unique name used by the user to identify within the logon process.
Maximum length: 100 Characters
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Value
Description
Last name
The user's last name.
Maximum length: 100 Characters
First name
The user's first name.
Maximum length: 100 Characters
Middle names
Specify additional first names following to the first forename.
Maximum length: 100 Characters
Email
The user's e-mail address. Without this information, the user will be unable to
receive or send automated e-mail notifications.
Phone
The user's telephone number.
Interface language
The language the Manager interface is displayed to the user.
Active
Specifies whether the user login is activated or blocked. Possible statuses:
Roles

Active (selected)

Inactive (not selected)
One or multiple roles the user belongs to. Select or deselect according
checkboxes in the dropdown list to add or remove role memberships.
Caution
If no e-mail address has been provided, users will not receive automated e-mails as well as these cannot
be send on their user actions.
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Interface description
4.2.2
Organizational units
Image 1: The organizational units section
Description:
The Organizational Units section enables you to depict your organizational structure and thus to clearly assign
your users to their organizational departments and task areas.
You can import already existing organizational structures using LDAP or Microsoft Excel as well as you can build
up an individual structure. Both, imported structures as well as individually created structures can coexist next
to each other as sub trees of the root node.
Controls and procedures:
Selection
The Selection section (1) provides the tree view of the organizational units. Expand the tree items by clicking the
arrow symbol in front of each entry and click an entry to view the members of the unit within the members list
(4).
If you select the organizational unit root, all members are displayed.
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Quick add
The Quick add section (2) enables you to quickly create a new organizational unit.
Simply enter a name and optional a registration code into the fields and click Add.
Properties
The properties fields enable you change the name of the organizational unit currently selected in the selection
tree (1). Optionally you can add a new or change the existing registration code.
Member list
The member list (4) displays all members within the current organizational unit (subordinated organizational
units, roles and users). You can

activate or deactivate members by clicking the according checkbox in column Active or

process actions on one or multiple members by selecting the checkbox for each member to be processed.
Then select the according action from the buttons right below the user list (6).
Action
Description
move to OU...
Opens a dialog with the organizational units tree to
select an organizational unit the selected members
shall be moved to.
Broadcast...
Opens the Broadcast editor with your member
selection within the recipients list.
Search and Filter
The search and filter section (5) enables you to search for single or multiple members within the currently
displayed member list.

Use the input field Search to filter the list by a text value to be matched or

use the Active: dropdown list to display active or inactive members only.
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4.2.3
Roles
Image 1: The roles management interface
Description:
The Roles section enables you to create and manage the user roles you require for your scenario.
Controls and procedures:
Selection
The Selection section (2) provides the tree view of the organizational units. Expand the tree items by clicking the
arrow symbol in front of each entry and click an entry to view the inherited roles of the unit within the roles list
(3).
If you select the organizational unit root, all roles are displayed.
Quick add
The Quick add section (1) enables you to quickly create a new role.
Simply enter a name and optional a registration code into the fields and click Add.
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Roles list
The roles list (3) contains all roles in the selected organizational unit and its subordinated organizational units.
You can

view the members (6) of the selected role or

activate or deactivate roles by clicking the according checkbox in column Active or

view the assigned registration code of a role in column Registration-Code or

modify the properties of the selected role clicking the button Change or

process actions on one or multiple roles by selecting the checkbox for each role to be processed. Then
select the according action from the buttons right below the user list (5).
Action
Description
Broadcast...
Opens the Broadcast editor with your role selection within the recipients list.
Activate
Activates the selected roles.
Deactivate
Deactivates the selected roles. All members of a deactivated role lose the permissions
assigned to this role.
Delete
Deletes the selected roles. All previous members of a deleted role lose their role
membership and the permissions assigned to this role.
Search the roles list
The search section (4) enables you to search for single or multiple roles within the currently displayed roles list.

Use the input field Search to filter the list by a text value to be matched.
Members list
The Members list (6) contains all members of the currently selected role. You can

identify members type by the symbol in column Type (single user symbol / role symbol) or

activate or deactivate roles by clicking the according checkbox in column Active or

process actions on one or multiple members by selecting the checkbox for each member to be processed.
Then select the according action from the buttons right below the user list (8).
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Interface description
Action
Description
Add...
Displays the identity dialog to add users or roles as members of the current role.
Remove
Removes the selected members from the role. These will lose all permissions inherited
from the role.
Search and Filter the members list
The search and filter section (7) enables you to search for single or multiple members within the currently
displayed members list.

Use the input field Search to filter the list by a text value to be matched or

use the Active: dropdown list to display active or inactive members only.
Predefined roles
The Manager provides a predefined set of roles within the organizational unit system. We highly recommend to
reuse these roles for building up your own role scenario.
Role
Description
Administrators
This role owns all permissions and can access and edit all interface sections.
Note: if the server setting for division of content permissions and administrative
permissions has been activated, only administrative sections are available to this role.
Guests
This role is permitted to inspect the Learner view , but not to edit the personal settings
area.
Learners
This role is permitted to inspect the Learner view and the personal settings area.
Master Authors
This role provides an advanced author role, which is also allowed to inspect the Learning
Reporter and is permitted to perform advanced administrative tasks for maintaining the
workarea.
Report Viewers
This role is restricted to inspect the Learning Reporter only.
Reviewers
This role can inspect all content sections but is not allowed to edit them. It can
only create/edit object related tasks and comment on content.
Standard Authors
This role owns the necessary permissions to create and edit content but no permissions
for administrative workarea maintenanceworkarea.
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4.2.4
Permissions
Image 1: The permission management interface
Description:
Permission management is the central tool of the Manager's role-based environment. All permissions are
effective in Manager and, if the relevant functions are available, in connected SAP Workforce Performance Builder
components as well.
Note
o Due to a high complexity of permission dependencies we highly recommend to assign single
permissions only to extend individual permission set inherited from an existing role.
o Some of the following described permissions are not effective in the Oracle Edition.
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Controls and procedures:
Interface areas
The permission management interface is split into three areas:

Selection (1)
Expand the identity tree to view subordinated organizational units, roles and users. Click an item to view its
permissions.

Permissions (2)
Use the checkboxes to activate and deactivate permissions. Alternatively you can use the checkbox in the
header line to select or deselect all permissions.

Permissions (all) (4)
View the complete set of permissions, individually assigned as well as subordinated from memberships,
being assigned to the currently selected identity.
Save permission assignments
Once you modified permission assignment for the currently selected identity confirm your assignment by
clicking the Save button (3).
Permission details
The following table names all permissions with a brief description on their influence.
Permission
Description
Broadcast: Create & Send
Permits to send a broadcast using the broadcast interface or the broadcast
option in the user or roles management interfaces.
Content: Change workflow
Permits to change the individual workflow of content objects.
Content: Comment
Permits to add comments to content.
Content: Create
Permits to create content.
Content: Delete
Permits to delete content into trash.
Content: Delete from trash
Permits to delete content permanently from the trash. In combination
with Resources: Delete from trash it allows to empty the trash.
Content: Edit
Permits to modify content and save it to the server.
Content: Publish
Permits to publish contents (only, no resources).
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Permission
Description
Content: View
Permits to view the content tree - mandatory for access to the Project Explorer
as well as for content playback.
Course assignments: Edit
Permits to create, modify or remove course assignments.
Course assignments: View
Permits to view the course assignments tab as well as the course assignments
overview.
Milestones: Delete
Permits to delete milestones.
Milestones: Edit
Permits to modify milestone properties.
Milestones: View
Permits to view milestones in tasks as well as the milestone management
interface.
Organizational Units: Create
Permits to create organizational units.
Organizational Units: Delete
Permits to delete (manually created) organizational units.
Organizational Units: Edit
Permits to modify organizational units and their tree position.
Organizational Units: View
Permits to view the organizational unit management interface.
Permissions: Edit
Permits to modify permission assignments.
Permissions: View
Permits to view the permission management interface.
Priorities: Delete
Permits to delete priorities.
Priorities: Edit
Permits to modify priority properties.
Priorities: View
Permits to view priorities in tasks as well as the priority management interface.
Resources: Comment
Permits to add comments to resources.
Resources: Delete
Permits to delete resources into the trash.
Resources: Delete from trash
Permits to delete resources permanently from the trash. In combination
with Content: Delete from trash it allows to empty the trash.
Resources: Edit
Permits to create or modify resources and save them to the server.
Resources: Publish
Permits to publish resources.
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Permission
Description
Resources: View
Permits to view the resources in the Project Explorer - mandatory for access to
the Project Explorer as well as for content playback.
Roles: (De)Activate
Permits to activate or deactivate roles.
Roles: Delete
Permits to delete roles.
Roles: Edit
Permits to create roles as well as to assign or remove role memberships.
Roles: View
Permits to view the role management interface.
Scheduler: Edit jobs
Permits to modify scheduled jobs.
Scheduler: View jobs
Permits to view jobs in the scheduler overview.
Server Statistics: View
Permits to view the server statistics interface.
Server: Edit Server Settings
Permits to view and edit the server settings interface. This permission should
only be assigned to administrators.
Server: Housekeeping
Permits to view housekeeping interface and run the housekeeping
functionality.
Status report: View
Permits to view the status report for tasks.
Status: Delete
Permits to remove statuses from the status management interface.
Status: Edit
Permits to modify statuses.
Status: View
Permits to view statuses in tasks as well as the status management interface.
Tags: Create
Permits to create tags.
Tags: Delete
Permits to delete tags.
Tags: Edit
Permits to modify tags.
Tags: Set
Permits to set individually created tags. This excludes the special tag
published.
Tasks: Delete
Permits to delete tasks from the task list.
Tasks: Edit
Permits to modify tasks.
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Permission
Description
Tasks: View
Permits to view tasks as well as the task list.
Types: Delete
Permits to delete types.
Types: Edit
Permits to modify types.
Types: View
Permits to view types in tasks as well as the types management interface.
User profile: Edit
Permits to modify the individual user profile and user specific settings.
User profile: Edit Loginname
Permits to change the individual profile property login name:.
Userlist: View
Permits to view the user list - mandatory permission for any user context.
Users: (De)Activate
Permits to activate or deactivate users.
Users: Create
Permits to create users.
Users: Edit
Permits to edit user information in the user management interface.
Users: View
Permits to view users in identity selection areas as well as the user
management interface.
Views: Authoring View
Mandatory permission for any authoring or administration task.
Initially activates the access to all interfaces required for authoring and
administration, which are then individually controlled by their specific
permissions.
Views: Learner View
Enables the menu item for the Learner view as well as all accordant options.
Views: Learning Reporter
Enables the menu item for the learning reporter as well as all accordant
options.
Workarea Manager
Enables the menu item workareas necessary to access the Manager
workareas.
Workareas: (De)Activate
Permits to activate or deactivate workareas.
Workareas: Create
Permits to create workareas.
Workareas: Delete
Permits to delete workareas.
Workareas: Edit
Permits to modify data within workareas.
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Permission
Description
Workareas: Edit Workarea
Permits to change workarea permissions for individual workareas the user
Permissions
owns the workarea permission Administrate Workarea for.
Workflow: Create
Permits to create workflows.
Workflow: Delete
Permits to delete workflows.
Workflow: Edit
Permits to modify workflows.
Workflow: View
Permits to view workflows in tasks as well as the workflow management
interface.
Workflows: Edit Content
Permits to add entries to the task history of content objects.
Workflows
Workflows: Edit Resource
Permits to add entries to the task history of resources.
Workflows
Write Token: Restore
Permits to force the server-sided recreation of a write permission currently
hold by another user.
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4.2.5
Registration-Codes
Image 1: Overview of registration codes
Description:
The registration code overview displays all registration codes combined from codes issued for roles and
organizational units.
Copy the code you need and send it to the users who shall register themselves for the corresponding role and
organizational unit.
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4.2.6
Broadcast
Image 1: The broadcast interface
Description:
Using the broadcast functionality you can send an email to a selection of users, roles and organizational units
to contribute information like upcoming maintenance operations, structural changes or user instructions.
The broadcast functionality is available from menu item Administration > Broadcast as well as from within the
identity management interfaces User, Roles and Organizational Units.
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Controls and procedures:
Broadcast fields
The following fields and controls are available for broadcast creation. Mandatory items are marked with an
asterisk (*).
Control
Description
To*
Specify the recipient selection the mail shall be send to.

Click the Edit to display the identity selection dialog. Expand the identity tree
and select your recipients. Press CTRL-Key while selection to do select
multiple items.

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.

In case you called the broadcast functionality from one of the identity
management interfaces, the field is prefilled with your selection taken
there. You can use Edit to extend the prefilled list.
Subject*
Enter a conclusive subject describing what information you want to provide.
Saved messages
In case you want to reuse the text of a previously send broadcast you can use the
dropdown list to select the email body of one of the 10 last send broadcasts. This
enables you to send broadcast messages with a persistent information structure
in which you just replace or update specific information.
Body*
Enter your email text or modify the text automatically filled in from your Saved
messages history. Please note that the broadcast mail doesn't support html code,
but text only.
Send me this mail
Activate the checkbox if you want to receive the broadcast as well.
Send
Click to send your broadcast mail.
Email validation
Email addresses organized by the same domain the Manager is member of will be validated before sending and
announced as invalid if validation returns error.
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4.2.7
Status
Image 1: The status management interface
Description:
The Status section enables you to create and maintain statuses. With the help of these statuses you can depict
the lifecycle of your content from creation about processing to publishing and translation.
Controls and procedures:
Item list
The item list (1) lists all statuses displaying name, order, state (Active or not) and according direct actions to be
taken on the list item.
Action
Description
edit
Edit the status properties Name, Order and Active.
delete
Delete the list item.
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Quick add
The Quick add section (2) enables you to quickly create a new status.
Simply enter a name and click Add.
List actions (3)
Action
Description
New...
Create a new status with the following properties:
Name
Mandatory information. Use a comprehensible name for simple identification.
Order
Enter a numeric value to position the status at correct order within the status list.
Active
Activate or deactivate the status They can then no longer be assigned. They will
however also be hidden in tasks in which they have already been used. Workflows using
this status won't be displayed anymore as well, since they become invalid.
Activate
Activate one or multiple list items at once. Selection has to be made by the checkbox at
row start.
Deactivate
Deactivate one or multiple list items at once. Selection has to be made by the checkbox
at row start.
Delete
Delete one or multiple list items at once. Selection has to be made by the checkbox at
row start. Consider that workflows using this statuses will become invalid.
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4.2.8
Workflows
Image 1: The workflow management interface
Description:
The Workflows section enables you to create and maintain workflows.
Controls and procedures:
Item list
The item list (1) lists all workflows displaying name, description, state (active or not) and the number of steps
the workflow contains as well as some actions to be started directly on the according list item. Note that the list
available actions extends on moving the cursor above a list entry.
Action
Description
Steps
Start the workflow editor to add / remove steps or add / modify / remove transitions
between steps.
edit
Edit the main properties of the workflow (Name, Description, Active).
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Action
Description
clone
Duplicate the workflow with a new Name and optional different Description.
delete
Delete the workflow.
Export XML
Export the workflow as xml file to transfer the workflow to another Manager instance.
edit graphically
Start the graphical workflow editor. See sub chapter Graphical workflow editing.
Quick add
The Quick add section (2) enables you to quickly create a new workflow.
Simply enter a name and optional weighting and description into the fields and click Add.
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4.2.8.1
Graphical workflow editing
Image 1: The graphical workflow editor
Description:
The visual workflow editor enables you to visualize the workflows you are creating, thus simplifying the workflow
creation at all. This will help you especially if you want to create multiple workflow transitions matching the
needs of different authoring and reviewing teams using the same workflow.
Controls and procedures:
Add status boxes
1.
Select a status from dropdown list Status (1) and click Add to add it to the stage.
2.
Repeat this action for all statuses you want to add to your workflow.
Add transitions
1.
Click one status box (2) to activate it.
2.
Click another status box the transition shall lead to.
3.
The transition will appear directly as visual connector.
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4.
Click the transition box (3) to call the prompt for renaming and enter an comprehensible name.
5.
Click OK to close the prompt.
6.
Repeat procedure for any transition you want to create.
You can add multiple transitions of the same connection to be available later on for different teams and users.
Image 2: Multiple team transitions between two status
Save the workflow
Click save changes (4) to save changes to your workflow. Alternatively you can click discard changes (4) to step
back to last saved state of the workflow.
Post-processing
Since the visual editor just adds status and transitions to a workflow you have to post-edit the created
transitions in the workflow editor.
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4.2.9
Types
Image 1: The types management interface
Description:
Types let you specify additional meta information you can use to label tasks and filter for in the Tasks overview
or in the Workarea view. For example you can add information about the task nature (as the predefined
examples suggest).
You are free to delete these examples and use this meta information as reasonable for your scenario.
Controls and procedures:
Quick add
The Quick add input fields (1) enable you to set up a type quickly.
1.
Enter the desired name into field Name*.
2.
Enter a descriptive note for better identification into optional field Description.
3.
Click the Add button.
The new type will be added to the list.
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Add a type
Alternatively you can use the Edit Type dialog to create a new type.
1.
Click the New... button (2) to launch the Edit Type dialog.
2.
Enter the desired name into field Name*.
3.
Enter a descriptive note for better identification into optional field Description.
4.
Click OK to create the new type.
The new type will be added to the list.
Edit a type
To change the values of an existing type proceed as follows:
1.
Click on the edit link of the according type entry to launch the Edit Type dialog.
2.
Change the values for Name* or Description as desired.
3.
Click OK to save your changes.
Delete a single type
To delete a single type proceed as follows:
1.
Click on the delete link of the according type entry .
2.
Confirm deletion warning by clicking Yes.
3.
The type will be deleted accordingly.
Delete multiple types
To delete multiple types proceed as follows:
1.
Use the checkboxes to select one or multiple types.
2.
Click the Delete button (3).
3.
Confirm deletion warning by clicking Yes.
4.
The types will be deleted accordingly.
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4.2.10
Priorities
Image 1: The priorities management interface
Description:
The Priorities section enables you to define different priority weightings and thus classify tasks according to
their priority.
Controls and procedures:
Item list
The item list (1) lists all priorities displaying name, weighting and description.
Quick add
The Quick add section (2) enables you to quickly create a new priority.
Simply enter a name and optional weighting and description into the fields and click Add.
Add a priority
Click the New... button (3) to launch the Edit Priority pop-up and enter the values for the new priority.
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Edit a priority
Click the edit action link at list item to launch the Edit Priority pop-up and change its properties. Alternatively,
the pop-up can also be launched by clicking the list entry itself.
Properties
Property
Description
Name
The display name of the priority. Consider to classify the different priorities by
a simple and clear naming.
Description
Use the description to define the priority more precisely. This is useful, for example, if
you are using very finely nuanced priorities.
Weighting
Use weighting to determine the value of the priority. Enter a numerical value between
1 (lowest) and 100 (highest) to determine the weighting.
Delete priorities
Click the delete action link at list item to delete the according priority.
Alternatively, you can use the checkboxes to select multiple priorities and remove these from the list using the
Delete button (3).
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4.2.11
Milestones
Image 1: The milestones management interface
Description:
The Milestones section enables you to define sub or intermediate objectives for managing your projects, socalled milestones.
Controls and procedures:
Item list
The item list (1) lists all existing milestones displaying name, description, target date and status (Active or not).
Quick add
The Quick add section (2) enables you to quickly create a new milestone.
Simply enter a name and an optional description into the fields and click Add.
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Add a milestone
Click the New... button (3) to launch the Edit Milestone pop-up and enter the values for the new milestone to be
created.
Edit a milestone
Click Change... to launch the Edit Milestone pop-up and change the milestone properties. Alternatively, the popup can also be launched by clicking on the relevant list entry.
Properties
Property
Description
Name
The display name of the milestone. Consider the name to be simple and
comprehensible.
Description
Use the description to define the milestone's objectives more precisely.
Target date
Specify the date the milestone has its final destination.
Active
Activate or deactivate the milestone. Inactive milestones can no longer be assigned
and will be hidden at any place they are used.
Delete a milestone
To delete one or more milestones select the according checkboxes.
Then click the Delete button (3).
If the milestone is still used in tasks a dialog box displays the number of linked tasks. Navigate to the Tasks
section and delete the milestone from the linked tasks. Then you can delete the milestone itself.
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4.2.12
Workareas/Tags
Image 1: The workarea management interface
Description:
In the Workareas section you can create and manage workareas to be available for different content creation
scenarios and different user groups.
Controls and procedures:
Workarea list
The workarea list (1) displays all workareas you are permitted to manage (Workarea Permission: Administrate
Workarea). Only the initial user (as created while setup) has the permission to view all existing workareas within
this list.
Quick add
The Quick add section (2) enables you to quickly create a new workarea.
Simply enter a name and a workarea Id into the fields and click Add.
The workarea will be created with a predefined set of workarea permissions for these identities:
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
root - View published Workarea
Every user will be able to see published content from this workarea

you - Administrate Workarea
As you created the workarea you gain full permission to maintain the workarea.

Initial user - Administrate Workarea
The initial super user automatically gets the full permission set for each workarea.
Actions for a workarea
The column Actions (WA) (3) offers actions to be taken on the accordant workarea entry.
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.
delete
Place the cursor over the action area of the relevant workarea to display the securityrelevant action link delete. After clicking the action link, you must confirm the deletion
of the workarea in another dialog box. After confirmation the workarea and its file
structure in the base directory are deleted permanently.
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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 (4) 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) (5) you can perform the following actions:
Action
Description
edit Tag
This action allows you to rename the tag and edit the tag description.
delete Tag
Place the cursor over the action area of the relevant tag to display the action link
delete. Clicking the action link will delete the tag immediately.
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4.2.13
Assignments
Image 1: The assignments management interface
Description:
The Assignments section lists all existing content assignments from all workareas. Thus it enables you to find
and modify existing assignments easily.
Controls and procedures:
Item list
The item list (1) lists all assignments displaying their main properties and actions.
Property
Description
Caption
The name the assignment is displayed with in the course list of the Learner view.
Selected workarea
The workarea the content comes from.
Selected object
The root object of the content provided by the assignment.
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Property
Description
Selected identity
The identity the assignment is displayed for in the Learner view.
Active
If the assignment is active (visible) or not.
Weight
The weighting value determining the position of the assignment within the course
list of the Learner view.
Display as
The amount of sub levels being displayed as well as the scoring method of the
assignment.
Lesson Types
The inclusion/exclusion of lesson types.
Item actions
Action links to edit or delete the according assignment.
Edit an assignment
To edit an assignment click the according list entry or the item action edit.
Actions
Left above the list (2) additional actions are available.
Action
Description
New....
Create a new assignment.
XLS Export
Export the assignment list as Microsoft Excel file with detailed information on each
assignment.
Highlighted list entries
Assignments which are highlighted red are not displayed in the course list of the Learner view, since their root
content object is not published.
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The assignment dialog
4.2.13.1
Image 1: The assignment dialog
Description:
The Assignment dialog enables you to set various properties on how to present content as a course in the
Learner view. These settings have no impact on the tracking behavior of the content.
Controls and procedures:
Note
In case of creating a new assignment as well as of selecting an unpublished root object for your
assignment a warning message appears. As long as your selected root object for the assignment is not
published the assignment won't be visible in the course list of the Learner view.
Property
Description
Caption
Mandatory property. Specify the name the assignment is displayed with in the
course list of the Learner view.
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Property
Description
Selected object
Mandatory property. Select the root object of the content structure to be
distributed by the assignment.
Selected identity
Mandatory property. Select the identity (user, role or organizational unit) the
assignment will be displayed to in the course list.
Display as
Specify, if only the root object of the content or even ancillary objects will be
displayed. Following options are available:
1.
Object only - only current object will be displayed
2.
Object and direct sub objects - current object will be displayed with ancillary
objects of first sublevel
3.
Object and sub objects (2 levels) - current object will be displayed with
ancillary objects of two sublevels
4.
Object and sub objects - current object will be displayed with all ancillary
objects
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Property
Description
Scoring Method
Specify, if and how the progress will be displayed in the Learner view. 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
Learning Path Mode
Specify if the learners shall be forced to process the content one after another to
follow a didactical line you considered the content to have to. This option allows the
learner to start the next content only if the current content has been finished at
defined success level.
The Learning Path Mode is available only with the following assignment options
setup:

Scoring Method : Percent Completed

Display as: Object and direct sub objects, Object and sub objects (2 levels),
Object and sub objects
The configuration options are available:

off - Learning Path Mode is deactivated

show only available - only completed and the currently processed content is
displayed. Each time the learner completes an content object the next object
becomes visible.

show all - all the content is displayed, but only completed and the currently
processed content can be started.
Learning Path - Minimum
Define the minimum success rate (in %) content has to be finished for the next
Completion (%)
content object becoming available for processing.
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Property
Description
Lesson Types
Optionally exclude lesson types from being displayed. Click on the accordant lesson
symbol to hide (symbol will be shown as strike through) or unhide (no strike
through) this type in the Learner view.
Weight
Use the Weight option to influence the order of courses in the course list. Enter a
numerical value from 1 (for top) to 500 (for last). If more than one course is
weighted with the same value, e.g. 1, all of those will be grouped above next
numerical value (in this case 2).
Passed Tests required (%)
Define the minimum success rate (in %) for test modes the content is marked as
been processed successfully.
Allow status view
Specify if the user is allowed to switch from standard view (1) to status view,
displaying the progress within all content of the course (2).
Allow search
Specify if the content of this course are displayed in search results. If checkbox is
disabled, contents are not shown in search results.
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Property
Description
Show description
Specify if the description of the course is displayed or not.
Date Range
Specify a time range the assignment will be available in. Reaching the end of the
time range the assignment will be automatically hidden.
Color
Specify a font color as hexadecimal value (e.g. "#ffee33") the course will be
displayed with.
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4.2.14
Scheduler
Image 1: The scheduler overview
Description:
The Scheduler provides an overview of all automated jobs you created. You can modify or remove jobs from the
list.
Controls and procedures:
You can carry out the following actions using the action links in the last column of the corresponding job:
Action
Description
Reschedule
Edit the timing properties of the job in the Scheduler dialog box. Click OK to apply
your changes or Cancel to reject your changes.
Delete
Delete the automated task. This will only delete the timed automation of the linked
action or filter, but not the item itself.
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4.2.15
Server Settings
Image 1: The server settings interface
Description:
The server settings control the global behavior of the Manager application as well as its data sources and
system security. Thus only few users with experience on web applications should be able to access.
Controls and procedures:
Sections
The server settings (1) are split into several thematically grouped sections. These sections will be explained in
the following subsections.
Save modified settings
Changes of the server settings have to be confirmed by clicking the Save button (2) right.
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Version information
Right above the settings the version number as well as the internal build number of the Manager application is
displayed. Please note this down in case of a support request.
4.2.15.1
Versioning
Description:
In section Versioning you can define the parameters for object versioning as desired.
Controls and procedures:
Setting
Description
Timeout for new version at commit (min)
Specifies the time during which an object (after having already
been generated in a new version), can be edited without forcing a
new version to be created. The input value is expressed in minutes
(min). The maximum permitted number of digits is 50.
Force new version increment
A new version will be created automatically on commit of object
changes.
Force new version at return of token
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Interface description
Forces a new version of an object on Finish Editing.
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4.2.15.2
Notification
Description:
In section Notification you can specify the events automated mails (notifications) will be send to watchers.
Controls and procedures:
Setting
Notification at activation
Notification at assignment
Notification at check in
Notification at comment
Notification at commit
Notification at commit with new version
Notification at commit as new version
Description
Watchers are notified by email when an object that has been placed
in the recycle bin has been reactivated.
Watchers are notified by email when an assignment has been made.
Watchers are notified by email when a new object has been stored
on the server.
Watchers are notified by email when a comment has been added.
Watchers are notified by email when an edited object has been
uploaded.
Watchers are notified by email if no new version has been created
upon uploading the object.
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
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Watchers are notified by email when the write permission for an
object has been returned.
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Interface description
Setting
Description
Notification at version revert
Notification at tag set
Notification at status change
Notification at type change
4.2.15.3
Watchers are notified by email when an object has been restored to
an earlier version.
Watchers are notified by email when a tag has been set for an
object.
Watchers are notified by email when the status of an object has
been changed.
Watchers are notified by e-mail if the type of an object was changed.
GUI
Description:
In section GUI you can define the parameters for the graphical user interface
Controls and procedures:
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.
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4.2.15.4
Automatic User Deactivation
Description:
In section Automatic User Deactivation you can activate and setup the function to automatically deactivate
users not having logged on for a specified time period.
Controls and procedures:
Setting
Description
Enable automatic user deactivation
Activate the checkbox to enable automatic user deactivation.
Deactivate after (interval type)
Select the time interval type the interval shall be based on, e.g week.
Deactivate after (interval unit)
Enter a number specifying how many units of the interval type the
interval shall include, e.g. 5 for 5 weeks according to previous
example. Thus users would be automatically deactivated after a period
of 5 weeks inactivity.
Email address for report
To automatically receive an email with a report spreadsheet (*.xls) on
automatic user deactivation enter a valid email address.
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4.2.15.5
Automatic Excel Import
Description:
In section Automatic Excel Import you can activate and setup the function to periodically import users by a user
list in Excel format from a specific file location.
Controls and procedures:
Setting
Descriptions
Enable Password Policy
Apply the password settings from settings section Security on the
passwords within the Excel file as well. File entries violating the policy will
not be imported.
Automatic Excel Import
1.
Activate the checkbox to enable the Automatic Excel Import
2.
Enter the path to the Excel file. Note that the file storage must be
available to the server.
3.
Click on Schedule... and specify the start time and the recurrence
pattern the Excel import shall run.
Email address for report
To automatically receive an email with a report spreadsheet (*.xls) on
automatic Excel import enter a valid email address.
More information:
Please read the Operations Guide for detailed information on importing users via Excel file.
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4.2.15.6
Automatic LDAP Import
Description:
In section Automatic LDAP Import you can activate and setup the function to periodically import users from
connected Active Directory sources.
Controls and procedures:
Setting
Descriptions
Automatic LDAP Import
1.
Activate the checkbox to enable the Automatic LDAP Import
2.
Click on Schedule... and specify the start time and the recurrence
pattern the automatic import shall run.
Email address for report
To automatically receive an email with a report spreadsheet (*.xls) on
automatic Excel import enter a valid email address.
More information:
Please read the Operations Guide for detailed information on setting up the LDAP Import.
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Single sign-on
4.2.15.7
Description:
In section Single sign-on you can activate and configure automatic user authentication.
Note
o Single Sign-on is possible only using the user import from a LDAP source and requires additional
configuration in advance. Please read the Security Guide for detailed information.
o Single Sign-on will not work accessing the Manager interface from the same machine the Manager is
running on.
Controls and procedures:
Setting
Description
Enable Single sign-on
Activate the checkbox to enable Single Sign-on for
users.
Preferred login domain
Enter the domain / organizational unit, which shall be
searched initially to verify the provided identity.
If the identity is not found within this domain all other
organizational units will be searched for matching
entries.
Recommendation:
You can use this selection even without having Single
Sign-on enabled. In this case the Preferred login
domain will be used if a user enters his logon name
without domain prefix (like mydomain\myusername).
Directory to store keytab file
Enter the path to the directory where the keytab file is
stored.
More information:
Please read the Security Guide for detailed information on setting up Single sign-on.
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Security
4.2.15.8
Description:
In section Security you can adjust communication and work with the Manager to your special security
specifications.
Note
All settings affecting password security and lifetime do not apply for user accounts imported via LDAP. In
this case the Active Directory source is responsible for password security.
Controls and procedures:
Parameters
Description
IP Ranges
Enter one or more IP addresses or IP ranges that are permitted to log
on as administrator. As a result accesses from non-specified network
addresses will be blocked for administrative users.
To determine the IP addresses placeholders (*) and sub-network
separators (e.g. 192.168.1.1/28) can be used.
Detailed error messages
Use this parameter to deactivate detailed error messages in the
browser console. 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
If this parameter is activated, access to objects and content is denied
admin permissions
to users with administrative permissions. This prevents users with
administrative permissions from being able to execute malicious code
implemented in content. To access content, these users will need a
secondary user profile without admin permissions.
Password expiration (time type)
Select the time type to be used for password expiration calculation
(starting from password creation / change), e.g week.
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Parameters
Description
Password expiration (time unit)
Enter a numeric value determining how many units of the selected
time type can pass at maximum before a password expires, e.g. 6 to
set a period of 6 weeks (according to previous example).
If you enter 0, no password will expire.
Minimum password length of
Specify the minimum length of password inputs. If you enter 0, user
profiles can be created without passwords.
Password must contain number
A valid password has to contain at least one number (0-9).
Password must contain special
A valid password has to contain at least one special character
character
($,_,@,...).
Password must contain lower and
A valid password has to contain at least one upper-case letter and one
upper case letters
lower-case letter.
More information:
Please read the Security Guide for more information on application security.
4.2.15.9
Search
Description:
In section Search you can adjust the availability and functionality of the search provided in the Learner view.
Controls and procedures:
Setting
Description
Allow global search in learner view
Activate the optional ability to search even within content that is not
part of learner's assignments.
Allow fulltext search in learner view
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Allow the search in the Learner view to use fulltext search as well.
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Setting
Description
Enable fulltext search
Activate the fulltext search within the workarea search and the
essential function of content indexing.
This allows to search within all readable contents like text-based file
attachments (like Word and PDF documents), simulation bubbles
etc..
Logging
4.2.15.10
Description:
In section Logging you can specify how much information is written into the generated application log files.
Furthermore you can specify a level for server tracing to assist you in need of support request. Trace logs
can be read by developers and should simplify the identification of possible errors and their reason. Thus tracing
is deactivated by default.
Note
Activation of 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.
Controls and procedures:
Threshold for Logging
Level
Description
Included Log-Levels
Off
No logging information will be written.
None
Information
Information level tracks all events like context
WPB_INFO, WPB_WARN,
initialization or user events.
WPB_ERROR, WPB_FATAL
Level indicator: WPB_INFO
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Level
Description
Included Log-Levels
Warning
Warnings are occurring mistakes which may lead to
WPB_WARN, WPB_ERROR,
wrong outputs or data insufficiency but not to critical WPB_FATAL
malfunctions of functions or objects.
Example: Only some users could not be imported by
LDAP import function.
Level indicator: WPB_WARN
Error
Errors are malfunctions causing an unsuccessful run
WPB_ERROR, WPB_FATAL
or behavior of a function or server object.
Example: All users could not be imported by LDAP
import.
Level indicator: WPB_ERROR
Fatal
Fatal errors are events preventing the Manager from
WPB_FATAL
running at all.
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
WPB_DEBUG, WPB_PATH,
developers will be written.
WPB_TINFO
Level indicator: WPB_DEBUG
Path
Information about the path of each traced function
WPB_PATH, WPB_TINFO
within the application flow will be written.
Level indicator: WPB_PATH
Information
Common debug information will be traced and
WPB_TINFO
written to trace file.
Level indicator: WPB_TINFO
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More information:
Please read the Operations Guide for detailed information on logging and tracing.
4.2.15.11
Miscellaneous
Description:
In section Miscellaneous you can find all server settings not fitting into previous topic sections.
Controls and procedures:
Setting
Description
Caching time range (s)
Determine 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 scenario.
Email address for object comments
Enter the email address user comments on content playback (trainer,
library, book reader) will be sent to.
Email language of object comments
Select the language for automatically generated emails.
Compress server response
Select if data will be send compressed (as gzip).
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)
Enter the time in milliseconds (ms) after which server queries are
timed out.
Email address for password recovery
Enter the email address password requests shall be send to.
Consider that the recipient of these mails should have according
permissions to change user passwords within the user management
interface.
Valid time of a session (s)
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Set how long a session will be valid. Default value is 3600 s (1 hour).
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Interface description
Setting
Description
Base path
Read-only parameter displaying the directory path
the workarea related file content is stored in. To modify this setting,
please use the server installation wizard.
Supported Features
Unlock special features for testing purposes by entering according
text keys.
Valid time of user scores before
Set the time period the server automatically revaluates the scores of
recalculation (min)
all users. Default is 1440 min (24 hours).
Timeout of server request (s)
Specify the maximum time for a server request. Default value is 600 s
(10 minutes).
If you face timeout error messages on intensive requests you may fix
them increasing this value.
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4.2.16
Server Housekeeping
Image 1: The housekeeping interface
Description:
The Server Housekeeping function enables you to automatically clean up your Manager instance by removing
old and obsolete data.
Note
This function is not supported in combination with an Oracle database.
More information:
Please read the Operations Guide for detailed information on the Housekeeping function.
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4.2.17
Server Statistics
Image 1: Server statistics
Description:
The Server Statistics area gives you an overview about the user registrations in your Manager instance.
These statistics are based on database information hence they are independent from Manager version updates.
Controls and procedures:
Category
Description
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).
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Category
Description
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).
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4.2.18
Server installation
Image 1: The server installation wizard
Description:
This menu item starts the server installation wizard which enables you to change basic application properties
like the database connection or the path of the base directory. You will need the credentials of the
installation super user.
More information:
Please read the Installation Guide for detailed information on the Server Installation Wizard.
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4.2.19
Server import
Image 1: The server import start page
Description:
The Server Import start page allows you to specify sources (Excel or LDAP) for user import. You require
administrator permissions to import user data.
Controls and procedures:
Options for user import
Initially you can decide within three options:
1.
Excel - start the import wizard to import users from a Microsoft Excel file
2.
LDAP - start the import wizard to import users from an Active Directory server using the LDAP protocol
3.
Manager - close the start page and return back to the Manager interface
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More information:
Please read the Operations Guide for detailed information on each Server Import wizard and configuration
details.
4.3 Tasks
Image 1: The tasks list
Description:
The Tasks section provides you with a quick, object-related summary of allocated tasks and how they are being
dealt with. Additional filter options enable users to search specifically for tasks and responsibilities
independently from single workareas.
The task list default setting is to show you all of the tasks assigned to you in a list view, i.e. by clicking on the
Tasks menu button it is always filtered according to tasks that have your user name in point Assigned to .
Clicking on a list entry will open the corresponding task in the detailed view.
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Controls and procedures:
Filter the list
You can apply filter criteria to restrict the number of tasks displayed. To do so, proceed as follows:
1.
Click on the button Filter (2).
2.
In the displayed menu, select the filter criteria you want using the drop-down lists available in each case.
3.
Click on Filter.
Save filters
You can save filter criteria collections as a personal filter, for example for frequently used queries.
1.
Filter the list by some filter criteria.
2.
Click Save (4).
3.
Specify a Name for the filter set.
You can now select the saved filter set at any time from the filter dropdown (4). Additionally the saved filter set
is added as menu item to the Tasks menu dropdown, thus you can select it directly from the menu.
Note
o Please bear in mind that the unfiltered task list will display the tasks of all the workareas available on
the Manager.
o Use the filter option workarea to view the tasks from a single workarea.
Delete filter sets
Proceed as follows to delete a saved filter set:
1.
Select your filter set from the filter dropdown (4) or the according sub menu item.
2.
Click Delete... (4) next to the filter dropdown.
List actions (3)
Action
Description
New...
Create a new, object-independent task to be used to
delegate additional objectives.
XLS Export
Export the currently displayed list as Microsoft Excel
file.
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Action
Description
CSV Export
Export the currently displayed list as comma separated
text file.
Reload
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Reload the list to see newly created tasks.
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4.3.1
Detailed view
Image 1: Detailed task view
Description:
Clicking on a task item launches the detailed task view. Here you can inspect or modify all properties associated
with the task (1). The task history lists all associated events, users and, if available, comments (2).
Controls and procedures:
Save modifications
To save changes to the task click Save (3).
To discard changes click Cancel (3).
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4.3.2
Status report
Image 1: The status report
Description:
The Status report provides an overall overview of the statuses tasks are currently in (object-related and free
tasks). Thus you can check 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".
However, this requires a productive use of statuses in your Manager instance (independent or by the usage of
workflows).
Controls and procedures:
List items
The list connects the statuses (columns) with the amount of task matching the status (rows) by workareas or as
collection of Free tasks. To get more details on this relation within a workarea or the free tasks collection click
the according row.
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Sub list - by object type
Once you selected a workarea the list displays the relation of tasks and statuses (rows) by the different object
types of the workarea. Click a row of an object type to display the matching tasks.
Sub list - all of a selected object type
Once you selected an object type from previous sub list all tasks connected with this object type are listed.
The columns display the following information:

Title - the caption of the task

Object Title - the caption of the connected object

Status - the status the task is currently in
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Export the report data
Each report list provides the options to export the currently displayed result set as Microsoft Excel or comma
separated text file (CSV) (2).
Note
Export as XLS or CSV is not supported in combination with an Oracle database.
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4.4 Learning Reporter
Image 1: Starting the Learning Reporter
Description:
The Learning Reporter functionality enables you to to check the learning progress made by single learners, roles
or whole organizational units. This allows you to measure the progress made by the learners, identify problems in
understanding the learning material and compare the learning progress of different learning groups.
Note
o The reporting of learning progress requires the activation of the tracking options in the content
playback settings.
o This function is not supported in combination with an Oracle database.
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The difference between the report variants
The Learning Reporter functionality provides different report variants displaying the learning progress in your
learning scenario. Basically these report types vary in being based on users or contents. Additionally reports can
be activity-based or assignment-based:

Activity-based results
Only users or contents with existing activity are displayed. Users, who did not start any learning content
yet and learning contents, which have not been started by any user yet, are not displayed.

Assignment-based results
For these reports an existing assignment has to be selected. All users or learning contents within the select
assignment are displayed, even they are without any activity.
Controls and procedures:
Selection dialog
Independently from which report type you select in the Learning Reporter menu (1) the initial selection dialog (2)
will appear requiring you to specify criteria the report shall be based on. The range of criteria slightly varies by
the report type you have selected.
Control
Description
Select saved report
If you have already saved one or more filters for the
selected report type, you can select it from the
dropdown list. The according criteria will be loaded
automatically then.
Lessons
Exclude content types from report by clicking the
appropriate symbol. Excluded content types will be
displayed crossed out.
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Control
Description
Time Period
Define a time period for the report data that you want
to display. Select the preferred time period definition
by clicking the according radio button. Three options
are available:

Time period by date
Specify a time period using from date to date.
Click the date fields to display the calendar picker
and select a date.

Time period of last time units
Specify a time period as a number of time units
until now (for example, the last five days). Select
the time unit from the dropdown list and enter a
digit into the input field to define the number of
time units.

All time
Select to display all data without specifying a time
period.
Assignment
Select an assignment from the dropdown list the data
shall be displayed for.
Workarea
Select a workarea from the dropdown the report shall
be displayed for.
Selected object
Click change... to select an object for which you want
to display report data, including its child objects.
Selected identity
Click change... to select a user, role or organizational
unit for which you want to display data for.
Deactivated users
Deactivated users are not included in the calculated result sets.
How to activate tracking
To enable the collection of data for the learning reporter you need to activate tracking options in the Playback
Settings of each workarea you want to track.
You will need a local Producer installation connected to your Manager instance and the permission to edit
resources.
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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 are not already editing the resource.
3.
Double-click the resource item to open the settings in the Settings dialog.
4.
Click the sub node trainer - Global. If you only want to activate tracking for a specific content type, click the
required sub node: 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 sub node.
6.
Activate the following parameters by clicking the according 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.
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.
Note
It is mandatory to publish the Playback settings resource after activation of tracking.
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4.4.1
Common controls
Image 1: Report areas and controls
Description:
The report variants of the Learning Reporter vary in the report data they present, but are highly common in their
interface architecture. All report variants are displayed with the same interface elements and the same interface
structure.
Controls and procedures:
Interface areas
Area
Description
Displays the current filter criteria the report results are
Filter (1)
based on. Click the filter to enlarge it and modify the
criteria to modify or refine your result set.
Allows you to save the current filter criteria set and
Saved reports (2)
quickly switch between already saved reports,
independently from the report variant.
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Area
Description
Displays the reporting results based on your criteria
Report results (3)
selection in a paged list view.
Displays the overall summary for your reporting
Report summary (4)
results.
Displays the buttons to export the reporting results as
Export options (5)
file to be further processed in other applications.
Note
Export as XLS or CSV is not supported in combination with an Oracle database.
Additional display objects
The additional object pageset
exists only to display learning progress in Learning Reporter.
This object collects all book pages of a book but ignores book pages in any ancillary books. Thus it provides you
with a detailed result set for each book individually.
See the following example situation, which would display 5 objects of type pageset (one for each book) in your
report, assuming you have selected the book english contents. The entries (1) and (3) would not have any results
since they do not have any ancillary book pages.
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4.4.2
User Reports
Description:
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.
Controls and procedures:
Report results
The result set displays all active users within your identity selection with their overall learning progress in the
specified time period.
Detailed view
Click the name of a user to display the assigned lessons and the individual progress. If you selected a single
user, the report will display the detailed view directly.
Notes

This report variant is an activity-based report listing 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.
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4.4.3
User by Assignment
Description:
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.
Controls and procedures:
Report results
The result set displays all users the assignment has been assigned to with their overall learning progress in the
specified time period.
Detailed view
Click the name of a user to display the assigned lessons and the individual progress. If you selected a single
user, the report will display the detailed 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.
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4.4.4
User by Progress
Description:
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.
Controls and procedures:
Report results
The result set displays all users within your identity selection with their overall learning progress in all of their
assigned contents within the specified time period.
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:

Books
Books are completed when all the pages in the book have been viewed.

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:

Lessons
To pass lesson modes Practice and 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.
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4.4.5
Lesson Reports
Description:
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.
Controls and procedures:
Report results
The result set displays all learning content matching your selection together with the overall learning progress of
users having processed the lessons within the specified time period.
Detailed view
Click the name of a lesson to display users and their individual progress. If you selected a single lesson, the
report will display the detailed view directly.
Notes

This report variant is an activity-based report listing only lessons with existing user activity. Lessons which
have not been started or processed within the specified time period are not listed. Use the report variant
Lessons by assignment to get the data of lessons with no activity as well. Read chapter Lessons by
assignment for more information.
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4.4.6
Lessons by Assignment
Description:
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.
Controls and procedures:
Report results
The result set displays all lessons within your selected assignment with their overall learning progress in the
specified time period.
Detailed view
Click the name of a lesson to display users and the individual progress. If you selected a single lesson, the report
will display the detailed view directly.
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4.4.7
Lesson Step Report
Description:
The report variant Lesson step reports displays the average progress of all 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 to
be optimized.
Controls and procedures:
Report results
The result set displays 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 users in the lesson steps and macros. The
columns Result and Time Needed display the average value of all users who have processed the step. 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 strongly simplified example for the dependency on the user amount:
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, check the results of the report
variant Lesson reports. Read chapter Lesson reports for more information.
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4.5 Learner view
Image 1: The learner view interface
Description:
The Learner view is the central starting point to view and process published learning content available to you.
Here all learning content is provided within so called Courses, each depicting a collection of subordinated
learning materials which are common in their topic context or their learning target.
Note
o The Learner view interface is highly dependent on individual learning scenario settings. Thus some of
the controls described below may not be available to you.
o The display of tracking based data as well as the search for content functionality is not supported in
combination with an Oracle database.
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Controls and procedures:
Interface areas
The learner view displays three main areas:

The course list (1)

The content area (2)

The search (3)
The course list
The course list (1) 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:
Symbol
Description
Course without user information.
Only the learning contents are listed without additional progress information.
Course displaying your learning progress.
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 objects of the type Test Mode. In case a list entry is a
collection object like a group or a book the progress bar displays the progress summary
of subordinated objects.
Course displaying the number of overall visits.
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.
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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.

Flat list
A flat list of contents is displayed. Click an entry to start it directly or click Start to start the whole
course.

Expandable list
Each list entry is prepended by an arrow symbol. Click it to expand or collapse it and
access subordinated content levels. Click any entry to start it directly or click Start to start the whole
course.
The search
Using the Search you can filter your learning content by matching words or phrases. Entering a search phrase
initially searches within all the content in the courses of your course list.
Depending on your scenario settings the checkbox global might be available. If you activate this option, all
published content will be searched for your phrase independent if it is child of your course list or not.
View your progress
Optionally to the learning progress displayed in the course list you may have displayed the item show report (5)
right above the content area. This enables you to switch the content view into a flat list displaying all content of
the course each with your individual learning progress.
This enables you to check your personal state in the learning scenario as well as to search for content you may
have missed to process.
Furthermore this view enables you to reset your learning progress for individual items to start them again from
the beginning on. To do so, click restart for the content to be reset.
To switch back to normal content view click show standard (5).
Focused learning by a Learning path
It may happen, that objects which are not at the beginning of a course do not play or are not visible. In this case
the course may be set as focused along a Learning path. This means you will have to process the course objects
one after another beginning with the first object. Each time you have processed an object successfully you will
be able to view / start the next object.
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4.6 Bookpage Editor
Image 1: The book page editor
Description:
The integrated book page editor enables you to edit book pages directly in the browser interface of the
Manager.
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Controls and procedures:
How to start the book page editor
1.
Select a book page in the object tree (1).
2.
Click Start editing (2).
3.
Click Edit (3) to open the book page in the book page editor.
Image 2: Starting the book page editor
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4.6.1
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.
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Creating a Book
4.6.2
You can use the project explorer to insert a book in your course structure. Proceed as follows:
1.
Select the New Book
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...
button in the toolbar.
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.
Book style
Defines the style of the book and book pages. The dropdown list box contains the Book Style resources.
Deactivate the style setting. 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.
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4.6.2.1
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.
4.6.2.2
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 subcategory Sound Effects (project explorer).
Inserting an audio file
1.
Select the book you want in the tree structure.
2.
In the object editor, go to Turn Page or Close in the Sound Effects category.
3.
Select Edit link...
In the dialog you can select a file from the workarea or insert a file using the Import...
button.
4.
Confirm your selection by clicking on OK.
4.6.2.3
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.
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
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.
4.6.2.4
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 trainer and book reader.
To enter a link target, proceed as follows:
1.
Insert a book page object, e.g., Image or Active Area.
2.
Under Link to..., choose the option Edit link...
3.
Select the desired action under Actions.
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The editing dialog box will then appear.
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Creating a Book Page
4.6.3
Create a book page in the Project Explorer in the following steps:
1.
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.
2.
Click on the New Book Page
3.
Give the book page a name in the open dialog.
4.
The Template parameter allows an existing book page to be used as a template for the new book page.
in the toolbar.
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.
5.
Confirm the data you have entered by clicking on OK.
6.
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.
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4.6.3.1
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 Choose 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 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.

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.
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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.
4.6.3.2
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.
In the toolbar, click on the button corresponding to the object type you would like to insert. This creates a
button or element for the selected object which allows the user to call up the learning content.
2.
Select the object to edit it.
3.
You can position the object on the book page using drag&drop. A red border appears when you select the
object. Click on it and keep the mouse key depressed during the positioning maneuver.
Additional functionality for positioning objects is available to you in the toolbar.
4.
Further editing of the object is by means of the object editor, which offers you the associated parameters.
For each object, proceed in accordance with the explanations in the relevant sections.
Once you have edited your book page, save it using the Save Book Page
4.6.3.3
button in the toolbar.
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.
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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.
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 structure:
These options can be used to define the way in which the content is displayed in the menu.
○
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.
○
Indented contents:
The contents of a group are shown indented relative to the group itself. This improves clarity
within a complex content structure.
4.6.3.4
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 Audio.
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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.
4.6.3.5
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
3.
A dialog will now be displayed with the overview of the Workarea structure in which you can determine the
option in the toolbar.
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.
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4.6.3.6
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.
Creating a Book Page Template
4.6.3.6.1
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
2.
In the New Book Page dialog box, proceed as follows:
1.
Enter a name.
2.
Select a language.
3.
Click OK.
in the toolbar.
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.
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
Define Text Styles for the content, to ensure consistency and straightforward adaptation.

Insert the layout and design relevant objects.
4.6.3.6.2
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.
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Using a Book Page Template
4.6.3.6.3
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.
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.
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4.6.4
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.
4.6.4.1
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.
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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.
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.
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4.6.4.2
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 Choose 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 do not 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.
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4.6.5
Editing Objects
Various functions are available for the inserted objects, which you can use to edit the design and position of
individual objects and multiple objects.
4.6.5.1
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).
4.6.5.2
Grouping Objects
The grouping of objects allows you to group multiple objects. A Group object is created, which can be used for
animations or to move multiple objects as one object. The group object is also displayed in the object list.
The following buttons are in the toolbar:

Group Objects

Ungroup Objects
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To group objects, proceed as follows:
1.
Select all required objects for the group.
You can use the Ctrl key to select multiple objects.
2.
Click on Group Objects
.
To ungroup objects, proceed as follows:
1.
Select the group object.
2.
Click on Ungroup Objects
4.6.5.3
.
Duplicating an 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.
4.6.5.4
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.
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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.
4.6.5.5
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 key depressed.
You can then select the desired action in the toolbar.
4.6.5.6
Resizing Objects
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 key depressed. You can then select the
desired action in the toolbar.
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4.6.5.7
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.
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4.6.5.8
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.
4.6.5.9
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.
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.
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4.6.6
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.
4.6.6.1
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 Overview of the Actions and 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.
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4.6.6.1.1
Fading Objects In and Out
A fade over effect can be used to naturally and smoothly fade objects in and out. The following actions can be
assigned to certain types of objects, in order to obtain the desired effect:

Animate In

Animate Out

Animate Toggle
or

Fade In

Fade Out

Fade Toggle
Depending on the object the subcategory Animation or Fade In / Fade Out might also be available.
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Subcategory Animation
The subcategory Animation contains the following parameters:

Show Effect:
Defines the effect type for showing the object.

○
Fade In
○
Fly In - From Left
○
Fly In - From Right
○
Fly In - From Top
○
Fly In - From Bottom
Hide Effect:
Defines the effect type for hiding the object.

○
Fade Out
○
Fly Out - To Left
○
Fly Out - To Right
○
Fly Out - To Top
○
Fly Out - To Bottom
Duration: Show Effect:
Determines the length of the show effect. The value is defined in seconds.

Duration: Hide Effect:
Determines the length of the hide effect. The value is defined in seconds.
Subcategory Fade In / Fade Out
The subcategory Fade In / Fade Out contains the following parameters:

Fade In/Out:
Specifies that a fade-in effect is displayed for fade-in/out. The effect is not displayed when the setting is
deactivated.

Fade In Duration:
Determines the length of the fade-in. The value is defined in seconds.

Fade Out Duration:
Determines the length of the fade-out. The value is defined in seconds.
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Controlling Audio with Actions
4.6.6.1.2
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 the Actions and 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.
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.
3.
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You can now repeat these steps for any additional buttons that you would like to add.
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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.
4.6.6.1.3
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 object is clicked on.
On Mouse Roll-Over
Describes the action that should be carried out when
the object is moused over.
On Mouse Roll-Out
Describes the action that should be carried out when
the mouse rolls out of the object.
On Show
Describes the action that should be carried out when
the object appears.
On Hide
Describes the action that should be carried out when
the object disappears.
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Action
Description
On Visible
Describes the action that should be carried out when
the object is visible after fade in.
On Hidden
Describes the action that should be carried out when
the object is hidden after fade out.
On Play
Describes the action that should be carried out when
the object is playing.
On Pause
Describes the action that should be carried out when
the object is paused.
On Stop
Describes the action that should be carried out when
the object is stopped.
On Finish
Describes the action that should be carried out after
the object 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 object after an action is executed.
Hide
Hides the specified object after an action is executed.
Toggle
Shows/hides the specified object after an action is
executed.
Fade In
Fades in the specified object after an action is
executed.
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Behavior
Object
Fade Out
Fades out the specified elemobject ent after an action
is executed.
Fade Toggle
Toggles the fade in/ fade out of the the specified object
after an action is executed.
View Link
Views the link target of the specified object after an
action is executed.
Create Effects and Animation
4.6.6.2
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.
Modifying 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
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4.6.6.2.1
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.
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.
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4.6.6.2.2
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.
4.6.6.2.3
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.
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
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:
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.
3.
The animation can be interactively triggered by the user or defined to run automatically by assigning
actions to the animation. For example:
○
Action on Click – the user clicks on an Image or Text object to start the animation
○
Action after Loading – the animation automatically plays when a book page is opened
○
Action after Timeout – a Time control object can be used so that the animation will automatically
play after a defined period of time For 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.
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.
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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:

○
Quadratic
○
Cubic
○
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.
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Time Control
4.6.6.2.4
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.
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
4.
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.
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Object Selection
4.6.6.2.5
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:
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.
4.
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.
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Books and Book Page View
4.6.7
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.
4.6.7.1
The Preview
Preview in the Book Page Editor
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.
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4.6.8
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
*.gif, *.jpg, *.png, *.bmp, *.jpeg, *.svg
Image
*.svg: in Internet Explorer from version 9
*.doc, *.docx, *.rtf, *.ppt, *.pptx, *.xls, *.xlsx, *.pdf,
Document
4.6.8.1
*.html, *.htm
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 11
Firefox
Windows 8
Safari
Desktop
Apple
Mobile
Safari /
Webkit
Android
Webkit
mpeg4
avi
xvid
h264
mpg
mpeg2
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Formats
wmv
Windows Vista / 7
Windows 8
Apple
Android
wmv3
vc1
mov
qt
Supported
Plugin / Codec required
Unsupported
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4.7 Settings
Image 1: The user info tab
Description:
The Settings section enables you to edit your personal user information and your individual settings. You can
switch between the tabs User Information and User Settings.
Controls and procedures:
User information
View and, optionally, edit your user profile.
Setting
Description
Last name
Your last name.
First name
Your first name.
Middle names
Any other first names.
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Setting
Description
Email
Enter your e-mail address in this field, or change it if so
required.
Note: Ensure to have a valid mail address entered,
since you won't be able to get any email notification
without.
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.
User settings
Define individual options for your user account in the User Settings area.
Image 2: The user settings tab
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General user settings
You can delete all of the settings defined for your user account by clicking on the Clear All (1) button. This
affects all of the settings available that have been 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
Defines whether the complete Save dialog is displayed
changes
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
Defines whether the write access to this superordinate
object when deleting an object
object should be automatically returned after the
object is deleted.
Automatically obtain write access to the superordinate
Defines whether the write access to the superordinate
object when deleting an object
object should be automatically obtained for this action
when deleting an object.
Click Save (2) to confirm your settings.
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5
How to's
The following chapters describe processes and workflows for configuring the Manager and working in a
collaborative scenario. If you didn't do already, we highly recommend to use the filter section left above the
page navigation to display processes only which are relevant to your task description.
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5.1 First server settings
Once you have installed the Manager you should initially specify at least some server settings according to the
needs of your scenario.
1.
Go to Administration > Server Settings.
2.
Specify at least the following settings:
1.
Notification
To reduce the mail income of automatically generated emails, clarify which type of automated
notification might be useful for your scenario and set all other notification types to never.
An example for reduced, but efficient notification would be as follows:
2.
1.
Notification at assignment > User-defined
2.
Notification at comment > User-defined
3.
All other > never
Security
Apply existent company security policies to the server by modifying the settings for minimum
password length and mandatory password elements.
3.
Search
Activate Enable fulltext search to enable full content search at least for authors.
4.
Miscellaneous
Specify or modify at least the following values:
4.
Caching time range (s): Starting with the content production you can reduce the caching
time to allow the authors to approve their content on the server without any delays.
Note: Rolling out the final content to learners we highly recommend to increase the
caching time again to reduce the server load.
5.
Compress server response: In case you are using Internet Explorer 6 or HTTP 1.0 ensure
to deactivate the gzip option, since it is not supported in both cases.
6.
Email address for password recovery: Enter an email address users can contact in case of
logon issues.
7.
Valid time of a session (s): In case you expect a large amount of users we recommend to
reduce the time before session time out to avoid unused sessions unnecessarily filling the
server memory.
3.
For detailed information on all other server settings, please read the interface description of the Server
Settings.
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5.2 Before you begin to produce
Before you start with the collaborative content production, we highly recommend to plan the details for your
scenario as exactly as possible. This will help you to simplify setup and configuration of the environment as well
as it will increase the organization and speed of the content production itself.
The following questions will help you to plan your scenario and hence to simplify the setup of your environment.
1.
Which requirements do you have for the user management?
Clarify the question on how many users will participate in your scenario and where you will get the user
information from.
2.
Which task descriptions do you have in your scenario?
Identify user relations by their individual task description (e.g. shall they learn, create or manage?) or their
membership of different departments. Create user groups based on this information.
3.
Do these groupings interfere with your plans on content creation?
Maybe you want to create content for more than one scenario, thus the task description of your user
groups fit in more than one scenario but some users should access one scenario only.
Split your groups by these scenario differentiations (e.g. Learners A, Learners B,..) and note down the
details by which these groups should vary.
4.
What are the group task descriptions in detail?
Identify what each user group shall be able to do in detail and identify single users which might have
additional tasks. Use the user permissions of the Manager to determine the variations between those
groups. See chapter Permissions.
5.
How the scenario shall be accessed?
Specify the details on the location of users they are accessing the scenario from to identify possibly
necessary additional security settings (e.g. IP range restriction), configuration needs (e.g. Single Sign-on
or SSL encryption / https) and exceptions (e.g. external employees eventually facing certificate issues or
self-registering users).
6.
Which requirements do you have for the content creation?
Which types of meta information you will need to accurately watch the production process at any time and
to straighten the content lifecycle from creation until rollout. The Manager provides several meta
information types like status, milestones, task types and priorities to assist you in your content production.
Furthermore you can define specific workflows depicting the individual lifecycle of content objects and
automatically notifying the according users responsible for specific lifecycle sections (e.g. review or
translation).
7.
Are there content requirements strongly varying?
A workarea centrally provided by the Manager unifies the playback and recording settings for all connected
users. In case you identify multiple content requirements varying strongly in questions like recording sizes,
templates or even availability for authoring teams (e.g. for confidential content) you should think about
creating separate workareas on your instance.
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8.
How the finalized content shall be rolled out?
Identify the needs you have for rolling out the content to learners. Think about the best size of courses to
gain best training success. Also determine if the learning progress of users shall be tracked for reporting
possibilities. Keep in mind, that tracking even will help you to determine not well formed trainings
and resulting loss of learning performance, hence it provides an inactive learner feedback.
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5.2.1
Build up user structure
The user structure can be build up in slightly different ways. See the following questions to determine the way
best fitting to your needs.
1.
How users shall be created and updated?
Manual creation of users should be an exception for single user creation needs.
Rather users should be imported using a source to be used for future user creation and profile updates.
The Manager provides the possibility to import user profiles from an existing Active Directory server,
managing your companies user structure, or via Microsoft Excel file in case your identity management is
based on another user service or such an option doesn't exist.
Please refer to the Operations Guide for detailed information on the user import functionality and the
necessary configurations.
2.
How many user groups did you identify and how detailed do they vary?
In case you already own an organizational structure, depicting organizational units and user roles, you can
use this structure even within the Manager.
The Manager comes up with pre-defined roles you should use to create your roles from or to apply their
permission set on organizational units and imported roles. This simplifies the permission management a
lot, thus you just have to add individual permissions to roles inheriting their base set of permissions from
one of the default roles.
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5.2.1.1
Create roles
Since the role concept of the Manager is based on inheritance we highly recommend to use the default roles the
Manager comes with as base for your role concept. This simplifies the permission management extremely, thus
you just have to add single permissions individually to extend the task range of a role.
Manually create a role
To create a new role follow these steps:
1.
Open the role management interface under Administration > Roles.
2.
In the Selection area expand the tree by clicking the arrow symbol prepended to each organizational unit.
3.
Select the organizational unit the new role shall be created in.
4.
Within Quick add enter the desired name for the new role into the mandatory field Name.
5.
Optionally enter a 4-10 digit registration code the role will be available by for the self-registration feature.
Find out more in the chapter Self-registration
6.
Click on the Add button.
7.
The new role appears in the roles list.
Inherit permissions from role
To use an already defined set of permissions for a manually created or imported role proceed as follows:
1.
In the Selection area select the organizational unit the parental role is located in. In case the parental role
shall be one of the Manager default roles, select the organizational unit root > system.
2.
Select the parental role in the roles list.
3.
Click Add....
4.
In the dialog, select the organizational unit the role you want to append is located in. If you are sure the
name of the role is unique you can also select root.
5.
Type in the name of the role into the text field of the Filter.
6.
Click Search. Alternatively you can click show all to display all identities in the selected organizational unit.
7.
Select the role to be append.
8.
Click Save.
9.
The role appears in the membership list of the parental role and by now owns the same permission set.
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5.2.1.2
Create Organizational Units
You can depict your organizational structure by creating organizational units your users are located in. These
organizational units can be nested into each other in any depth of levels.
Nevertheless we highly recommend to use the user import functionality to import existing organizational
structures. Manual creation of organizational should be exceptional, e.g to create a container for selfregistration the users are located in.
Manually create an organizational unit
To create a new organizational unit follow these steps:
1.
Open the management interface under Administration > Organizational Units.
2.
In the Selection area expand the tree by clicking the arrow symbol prepended to each organizational unit.
3.
Select the organizational unit the new role shall be created in.
4.
Within Quick add enter the desired name for the new organizational unit into the mandatory field Name.
5.
Optionally enter a 4-10 digit registration code the organizational unit will be available by for the selfregistration feature. Find out more in the chapter Self-registration.
6.
Click on the Add button.
7.
The new role appears in the roles list.
5.2.1.3
Create users manually
Manual user creation allows you to quickly add individual user profiles to the Manager. Nevertheless manual
creation should be exceptional in addition to the user import functionality, e.g. for testing purpose or in case
some users need a secondary account when splitting between content access and administration permissions
has been activated.
Note, that manually created user accounts are not capable to use Single sign-on.
Manually create a user account
To create a new role follow these steps:
1.
Open the user management interface under Administration > User.
2.
In the Selection area expand the tree by clicking the arrow symbol prepended to each organizational unit.
3.
Select the organizational unit the new user shall be created in.
4.
Within Quick add enter at least the mandatory Logon ID, the email address of the user (necessary for
automated mail sending) and a password matching your password security settings.
5.
Select the roles the user shall be member of in the dropdown Roles.
6.
Click on the Add button.
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7.
The new user appears in the user list. If a valid email address has been provided the user will receive an
automated activation mail containing the path to the Manager and individual credentials.
Note
The automatic sending of an activation mail requires you to have a valid email address set for your own
user profile.
5.2.1.4
Self-registration of users
The Manager provides the functionality to let users register themselves with a digit code you contributed to
them. With this code the user will be assigned automatically to a certain role and a certain organizational unit.
Notes

Do not use roles or organizational units imported by LDAP for self-registration.

Self-registered users are not capable of using Single sign-on.

Self-registration codes provide registration for a single role only.
Additional memberships have to be applied manually later on.
Prepare self-registration
Follow these steps to build up an self-registration scenario:
1.
Open the organizational units management interface under Administration > Organizational Units.
2.
In Quick add enter the Name for the organizational unit the users shall be auto-assigned to.
3.
Enter an individual code with 4-10 characters (digits or capital letters only) into the field Registration-Code.
4.
Click Add.
5.
Repeat steps for multiple self-registration based organizational units.
6.
Now open the roles management interface under Administration > Roles.
7.
In Quick add enter the Name for the role the users shall be auto-assigned to.
8.
Enter an individual code with 4-10 characters (digits or capital letters only) into the field Registration-Code.
9.
Click Add.
10. Repeat steps for multiple self-registration based roles.
To use existing organizational units or roles just modify its property Registration-Code.
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Contribute registration codes
Follow these steps to enable user to self-register themselves:
1.
Go to Administration > Registration-Codes.
2.
In the table search the intersection of according role (columns) and according organizational unit (rows).
The code at this intersection represents the self-registration scenario you need.
3.
Copy the full code (displayed as ORGUNIT - ROLE) and contribute it, together with a link to the logon page
of the Manager, to users, who shall register themselves for according role and organizational unit.
5.2.1.5
Assign users to a role
Once you have created all necessary identities you will have to assign users or (imported) roles to the
Manager roles.
Add to role membership
Proceed as follows to add identities to a role:
1.
Open the role management interface under Administration > Roles.
2.
Select the role you want to add identities to from the roles list.
3.
Click Add... right below the members list.
4.
In the dialog, select the organizational unit the identities are located in. Alternatively you can also select
root.
5.
Click show all next to the Filter or type in a search phrase matching one or more identities and click
Search.
6.
Select one or multiple identities (hold CTRL for multiple selection).
7.
Click Save.
8.
The identities appear in the members list of the role.
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5.2.2
Create workflows
Workflows assist you in the content production process, hence they pretend a sequence of statuses defining
different states of the content lifecycle. Additionally they pretend which users are allowed to change the content
lifecycle and can automatically notify users responsible for the next period.
Create a workflow
Proceed as follows to create one or multiple workflows:
1.
Open the workflow management interface under Administration > Workflows.
2.
Within Quick Add enter a conclusive Name and optionally a brief Description.
3.
Click Add.
4.
Repeat steps in case you want to create multiple workflows.
Add steps to a workflow
Newly created workflows are empty. You need to add steps defining different lifecycle periods
and the transitions between these steps. To simplify the creation of nested workflows with multiple transitions
we highly recommend the usage of the graphical workflow editor as it will be described in the following steps.
Proceed as follows to add steps:
1.
Move your mouse cursor above the workflow you want to modify.
2.
Click the action link edit graphically in the last column.
3.
Within Quick add select the first status of your planned content lifecycle from the dropdown Status.
4.
Click Add.
5.
A visual box appears displaying the name of the status.
6.
Repeat steps 3 - 5 in the same sequence the statuses shall accompany the content lifecycle.
7.
Now you will have multiple status boxes depicting the content lifecycle from left to right.
Now you can add transitions between the status boxes. These can be specified as skipping many status in
between as well as moving along the lifecycle or opposite to.
Proceed as follows to specify the transitions:
1.
Click the status box the transition shall start from.
2.
Click the destination status box the transition shall jump to.
3.
A new transition appears displayed as yellow box with arrows displaying the direction of the transition.
4.
Click the transition box.
5.
Enter a conclusive transition name into the appearing prompt.
6.
Click OK.
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7.
Repeat these steps for each transition you need.
8.
After you have defined all transitions for your workflow, click save changes.
9.
Click back to go back to the workflow management interface.
To create duplicate transitions to be used for another team select the same start status and the
same destination status as before. You can define as many parallel transitions as you require. Consider to name
the transitions according to their purpose.
Refine the transitions
Once you have graphically created the workflow as best for your purposes, you still need to set the properties
for each transition.
Proceed as follows to refine the transitions:
1.
Click the workflow list item you want to modify.
2.
The workflow appears as flat list displaying the defined statuses and transitions.
3.
Click the first transition entry in column Transitions.
4.
In the dialog box you now can edit the transition properties.
5.
For better identification enter a brief description.
6.
Click Edit... at the Permissions field.
7.
Expand the identity tree in the Selection area or enter a search phrase into the Filter field and click Search.
8.
Select one or multiple identities (hold CTRL for multiple selection) who shall have permission to see and
trigger the transition.
9.
Click Add.
10. Having added all identities to the Identities area, click OK to confirm your selection.
11. Optionally you can specify identities to be notified automatically when a transition has been triggered.
12. Click Edit at the Watchers field.
13. Add the identities the same way as you did for Permissions (steps 7 - 10).
14. Click OK to confirm your transition modifications.
15. Repeat these steps for each transition you have created.
Note
A workflow owning transitions with no or less then minimum required properties is handled as invalid.
Hence it won't be displayed in any workflow selection or task (if already assigned).
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5.2.3
Prepare workareas
Each workarea on the Manager owns an individual set of workarea permissions controlling the user access,
independently from the user permissions a user owns. Thus you mandatory have to specify at least these
access permissions for each workarea to make them available at least for the according authors as well as for
individual learner groups. The setup of Tags, Watchers and Workflows is optional.
Create workareas
Proceed as follows to create one or multiple workareas:
1.
Open the workarea management interface under Administration > Workareas / Tags.
2.
Enter a conclusive workarea name into Quick add > Name.
3.
Enter an according id into Quick add > Id. We recommend to use a conclusive acronym of the name
excluding spaces.
4.
Click Add.
5.
The workarea will be created and added to the workarea list.
6.
Repeat these steps in case you want to create multiple workareas.
Set workarea permissions
Initially only you as the creator of the workarea will have full access to the workarea, whereas every user has
read access to published contents from the workarea by default.
Proceed as follows to specify authors and learners the workarea will be available for:
1.
Click the link Permissions in the column Actions (WA) of the workarea you want to modify.
2.
Optional: In case that not every user shall be able to see published content from the workarea, select the
identity root in the Selection area. Then click Remove.
3.
Click Add.
4.
In the Identity selection dialog expand the identity tree until you see the identities you want to add.
Alternatively you can enter a matching phrase into the Filter and click Search.
5.
Select one or multiple identities to be added (hold CTRL for multiple selection).
6.
Click Select.
7.
Now select a newly added identity in the Selection area.
8.
Select allow for the according permission level in the Permissions area. Note that workarea permissions
are interdependent in displayed order. Thus you just need to select Edit workarea to apply View Workarea
and View published Workarea as well.
9.
Repeat steps 7 - 8 for other newly added identities.
10. Click OK.
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Specify workarea tags
Tags will help you to mark unique object versions as a state fulfilling special content requirements. Thus they
simplify to allocate this version within multiple versions of an object. Furthermore you can display the whole
workarea depicting the content at this state.
Proceed as follows to create workarea tags:
1.
Click the link add Tag in column Tags of the workarea you want the tag to add to.
2.
Enter an unique Id for the tag. This will be used internally.
3.
Enter a conclusive Name for the tag. It should be unique in the workarea as well.
4.
Enter a short Description for better identification of the purpose of the tag.
5.
Click Save.
6.
Repeat steps to create multiple tags.
Set default workflow for a workarea
In case you created one or multiple workflows assisting you production scenario you can specify a default
workflow for the workarea. This will be automatically set for each new content object to be created in this
workarea.
Proceed as follows to set the default workflow:
1.
Click the link Workflow in the column Actions (WA) of the workarea you want to modify.
2.
Select a workflow from the dropdown list.
3.
Click OK.
Note that only valid workflows are listed in the dropdown. If you miss the workflow you want to set, go to
Administration > Workflows and check the workflow for disruptive issues.
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5.2.4
Prepare structure
The Manager enables you to create objects directly in the browser interface without using the Producer. Thus
you can prepare your content scenario by building up the structure in more or less detailed level and assign
branches to different authors or authoring teams to be filled and enriched.
See chapters Create objects and Assign objects for information on object creation and assignment.
Why should you do this?
Assigning newly created structures enables your authors to download only the content structures they need to
process (by using the Producer menu item Check Out Assigned Objects or automatically on startup in
the Instant Producer).
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5.3 While you produce content
Working in a collaboration environment you should keep a few things in mind to avoid unnecessary delays for
other users involved in content production.
1.
Finish editing after work
Keep in mind to finish editing objects after your work, thus they can be edit by other authors, who are in
need to.
2.
Start editing only objects you really edit
Do not start editing whole content branches for editing a few objects only. This blocks editing access for all
other authors. In case you need to start editing objects for move or delete operations consider to finish
editing these objects directly after you did what you needed to do.
3.
Comment your work
When you save, finish or assign objects we recommend that you write a short comment into the comment
field, depicting your changes or the need of additional editing steps to be done. This simplifies the
identification of object states for all users.
4.
Use statuses or workflows
When you assign a correct status to an object, whether manually or automatically by a workflow, the
overall overview of the content production scenario will be much more detailed. So the responsible
production leads know at any time how the production develops and can react in case the production
stumbles somewhere.
5.
Assign objects
Assigning objects to other authors frees you from creating and sending additional mail instructions, thus
the user you assigned to will automatically receive a notification mail with the object name, your
optional comment and a direct link to access the object.
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Create objects
5.3.1
The Manager enables you to create objects directly in the browser interface without using the Producer. Thus
you can prepare your content scenario by building up the structure in more or less detailed level.
Create objects
To create new objects you first have to select an object new objects shall be added to. In a new workarea this
would be the root group of your workarea.
1.
Click Start editing to switch the object to editing mode.
2.
Now click New... and select the object you want to create from the dropdown (see notes below for object
type dependencies).
3.
A dialog appears in which you can specify the Name of the new object and optional, type-specific
properties. The following two properties are common for each type (but not file assets):
1.
Workflow
Set an individual object workflow. If you don't do and a default workflow has been set for the
workarea, the default workflow will be assigned automatically.
2.
Recommended synchronization
Specify the synchronization mode to be used automatically when the object is downloaded into a
local Producer workarea. Use Read only for template structures or else to be modified only by you or
few users.
4.
In case you want to create a file asset, click Browse... to select and upload a file. See supported file types
in Notes below.
5.
Click OK / Upload to create the new object. It will be attached as last child item of the child objects.
Notes
Each object you create is automatically set to the language you selected for the Manager interface.
The following objects can be created:

Group

Project (empty, without indicating the project type)

Book

Book Page

Text Unit

New file assets (using uploads)
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The available object types vary by their ability to have subordinated objects. The following matrix displays which
object type (by row) can have which object types as children (by columns).
Group
Book
Book Page
Project
Text unit
File asset
Group
Book
Book Page
Project
Text unit
The following file extensions are supported for file upload:
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
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5.3.2
Assign objects
Object assignment is an essential feature in a collaboration environment. It enables you to delegate object tasks
as well as to handover object editing for further processing.
How to assign an object
Proceed as follows:
1.
Select an object in the object tree.
2.
Click tab Tasks.
3.
Expand the dropdown Assigned to.
4.
Select the user the object shall be assigned to.
5.
Click Save in the right top corner of the tab area.
6.
Optionally change Status in the Save dialog.
7.
Ideally write a short Comment about the reason for the assignment.
8.
If you currently edit the object, activate the Finish editing checkbox.
9.
Click Save.
The user you assigned the object to will now receive an automated mail notifying about the object has been
assigned to him.
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5.3.3
Move objects
Use drag & drop to move objects and rearrange your object tree.
Notes
Due to the availability of editing modes consider the following facts for moving object:

Before moving start editing the target object you want to move an object to.

Start editing the parental object of the object you want to move.

Editing mode for the object to be moved is not necessary.
Move an object
1.
Click the object you want to move once. Release the mouse button after clicking.
2.
Click the object again and hold the mouse button pressed (1).
3.
Move the object to the target position.
A small arrow symbol appears beside the cursor displaying where you can drop the object (2) or not (3).
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5.3.4
Restore editing mode
In some cases it might happen that you need to restore the editing mode of an object, for example in case it has
been started editing by a user, but the local device of this user faces a hard disk crash. In such a case the object
is locked for any further processing since it is still marked on server as being edit by the user.
Notes
Consider the restore of an objects' editing mode as a critical step. If you do, all property and content changes
which have been made to the object and which have not been committed to the server will get lost and the
object will be reset to the last saved state. Objects which have been attached before commit will be moved into
Unsorted objects (if they have been committed to the server already).
Restore editing mode
Proceed as follows to make an object available again for editing:
1.
Select the according object in the object tree.
2.
Click Restore WT as displayed instead of Start editing / Finish editing.
3.
Confirm the warning message.
The object is available again for editing. In case the user who edit the object at this time synchronizes his
workarea or tries to commit changes to the server, he will face an error message and the content will be reset to
the current state on server.
5.3.5
Revert to a previous object version
You can revert an object to an earlier saved version undoing all changes made afterwards.
Revert to an earlier object version
Proceed as follows:
1.
Select the object to be reverted.
2.
Click the dropdown arrow next to publish (right above the Start editing / Finish editing button).
3.
Select Versions / Tags.
4.
In the dialog click revert version for the version you want to revert to.
If you are unsure, if this is the correct version, click show version instead. The object will be displayed as it
has been saved in this version. Proceed with step 2.
A new most recent version will be created with the properties of the version you selected for revert. You can
now proceed to modify the object from this state on.
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5.3.6
Filter for specific objects
You can filter the object tree for objects matching a specific criteria or criteria selection. This enables you to
easily find objects you are searching for using simple Search or extended Filter criteria.
Simple search
To search for specific term, fully or partially matching, enter the search term into the field Search (1) and hit
return. Consider that no wildcards are supported.
Filter by criteria set
To search for objects matching multiple criteria proceed as follows:
1.
Click the drop down arrow right next to the Search field.
2.
Enter a Filter name. This is a mandatory step.
3.
Specify filter criteria as needed. See table below for criteria descriptions.
4.
Click Filter.
Reuse filter criteria sets
Each time you create a filter criteria set it is saved as a private filter set with the name you entered in Filter
name. It is available for reuse within the drop down selection of the Search field.
Filter criteria
Criteria
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.
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Criteria
Description
Type
Select one or more types from the dropdown list by 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-mm-dd.
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.
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Display filtered object tree
5.3.7
In case you defined tags to tag specific object states, you can display the object tree as it looks like in this
state. Independently from individually defined tags you can use this to display the object tree as it looks like in
published state.
Notes

Using a filtered tree, all objects are displayed in the version flagged by the tag you selected to display.
Thus the tree structure may vary strongly since child / parent dependencies may have been completely
different in this state.

Objects which are not part of this filtered view will appear in the tree node Unsorted objects.

Editing of objects is not possible in a filtered tree view.
Display published object tree
A common example for a filtered tree view is the use of the tag published which controls whether objects are
visible to learners or not. Proceed as follows to see how your published structure looks like:
1.
Expand the dropdown - without tags - right below the menu bar.
2.
Select published.
Display filtered tree in library
You can not only use the filtered view to see the object tree in a specifically tagged state but to display this state
as library as well. Just filter the view by a tag and click library for the object you want to start the library view
from.
Note
To preview a structure as filtered by a tag the according playback resources must have been tagged as
well.
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5.3.8
Replace object file assets
You can as well exchange file assets like documents or screenshots in the Manager interface without the need of
a Producer installation.
Replace file assets
Proceed as follows:
1.
Select the object you want replace files in.
2.
Click Start editing.
3.
Click tab Assets.
4.
Click the button Show streams.
5.
Now the list of all files stored for the object is displayed.
6.
Click replace file for the file you want to exchange.
7.
Click Browse... in the file dialog.
8.
Browse to the file you want to place instead and select it.
9.
Click Open.
10. Click Upload.
The uploaded file will replace the selected destination file without changing the object internal file name, thus all
object references to the file will stay unharmed.
Note
You can replace object files with files of the same file type only.
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5.3.9
Finish editing an object
In most cases more than one user is involved in the lifecycle of an object. Thus, once you finished your task on
an object you may want to initiate the next processing step for the content you edited. Handing over the content
to another user and changing the object status is important for a fluent content production.
We highly recommend to use statuses to depict the state of your work and to enable an overview about the
object lifecycle for all other users involved in content production.
Depending on your production scenario there might be two different ways to use statuses for handover:

Independent usage of single statuses
Statuses provide the comfort to have an detailed overview of the content production process from
the start of the production until rolling it out to the end users.

Usage of statuses defined within a workflow
Workflows align statuses in a defined order and automatically notify users or user groups when an object
has reached a status needing their attention.
Handover using free statuses
Proceed as follows:
1.
Having finished your modifications to an object, click Finish editing.
2.
In the dialog Return WT, select the user to process the object next (for further editing, reviewing or
translation). Select the according user in the dropdown Assigned to.
3.
Select a new status from the dropdown Status.
4.
If applicable write a short comment to let the next user know what to do.
5.
Ensure that the option Send mail to watchers is checked. This will trigger an automatic notification mail
send out to all users being involved or interested in the lifecycle of the object.
6.
Activate the option Finish editing to provide editing access to the object for the next user.
Handover using an assigned workflow
The usage of an automatic status change by a workflow transition only slightly differs:
1.
Having finished your modifications to an object, click Finish editing.
2.
In the dialog Return WT, optionally select a user to process the object next (for further editing, reviewing or
translation). Select the according user in the dropdown Assigned to. Due to automatic notification there
might be no need to exactly know the next processor. It is defined by the workflow.
3.
Different: The option Status now provides one or more possible individually named workflow changes.
Click the one most applicable to your needs.
4.
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If applicable write a short comment to let the next user know what to do.
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5.
Ensure that the option Send mail to watchers is checked. This will trigger an automatic notification mail
send out to all users being involved or interested in the lifecycle of the object.
6.
Activate the option Finish editing to provide editing access to the object for the next user.
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5.4 Publish finalized content
Finalized content can be provided to end users in different ways. Thus you should think about some questions
regarding your rollout.
1.
Do you want to track learner's success?
In case you want to have reports available which provide information about the learner's success stories,
you must ensure to have tracking options enabled and playback setting resources published at the
moment of the rollout.
2.
Are all resources correctly set and published?
Check your resources for being published correctly. Not published or wrong published resources may
make you content not accessible or provide irritating behaviors.
3.
How do you want contribute content access?
Specify how you want users to access content. Decide whether you want to use the Learner view as
central access point, contribute direct access link to content branches or use QR codes to provide direct
access for QR ready devices. This decision may affect the information detail level of learning reports,
thus assignment based variants cannot provide information due to missing courses.
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5.4.1
Quick publishing
The object editor enables you to publish an object directly. This is most applicable in case you do modifications
to an already published object.
Quick publish an object
Proceed as follows:
1.
Select the object to be published.
2.
Click publish right above the Start editing / Finish editing button.
The current version of the object now has been published replacing an earlier published version of the object.
Quick unpublish an object
Proceed as follows to resign the publishing of an object:
1.
Select the object the publishing shall be resigned.
2.
Click unpublish right above the Start editing / Finish editing button.
The publishing now has been resigned. The object is not accessible for learners anymore.
5.4.2
Publish multiple objects
Often you need to publish more than one object. This applies especially in case you want to create a course or
you want to publish the whole workarea at once.
Publish object with all children
Proceed as follows to publish an object with subordinated object structures:
1.
Select the object you want to publish.
2.
Expand the dropdown More... at right top side of the object editor.
3.
Select Publish (all objects).
4.
The current object and all subordinated objects now have been published in their most recent version.
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Publish resources at once
Proceed as follows:
1.
Select the root node Resources.
2.
Expand the dropdown More... at right top side of the object editor.
3.
Select Publish (all objects).
4.
All resources now have been published in their most recent version.
Publish whole workarea
Proceed as follows:
1.
Select the root node Workarea.
2.
Expand the dropdown More... at right top side of the object editor.
3.
Select Publish (all objects).
4.
All objects and resources now have been published in their most recent version.
5.4.3
Publish another version
Publishing of objects is version specific. Hence you can decide which version of an object shall be visible to
learners. This for example lets you switch back the published object to an earlier version while you modify the
most current object version for an update of the learning content.
Publish a specific version
1.
Select the object to be published.
2.
Click the dropdown arrow next to publish (right above the Start editing / Finish editing button).
3.
Select Versions / Tags.
4.
In the dialog click edit tags for the version you want to publish.
5.
Activate the checkbox published.
6.
Optionally activate the checkbox Send mail to watchers to let other authors of the object know about the
change.
7.
Click Save.
8.
Click Close.
You can now proceed editing the most recent version of the object. Once you are finished use the Quick
publishing to replace the older published version with the most recent one.
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5.4.4
Create course assignments
You can create multiple courses starting from your current object, each available for different learner groups
with different display variants.
Create a course from current object
Proceed as follows:
1.
Select the object you want to specify as start object of one or multiple courses.
2.
Click tab Course.
3.
Click Add.
4.
Specify the course properties. See chapter The assignment dialog for detailed descriptions of the course
properties.
5.
Click Save.
6.
Repeat steps to create multiple courses beginning with the current object.
5.4.5
Distribute links to published content
In some cases you may want users to access published content directly without providing courses in the
Learner view. This you can achieve using a filtered tree view.
Distribute direct access to published content
Proceed as follows:
1.
Expand the dropdown - without tag - in top right corner below the menu bar.
2.
Select published.
3.
Select the tree object which shall be the entry point to the provided content.
4.
Click the button QR Code.
5.
Copy the link displayed above the QR code to use this in your preferred distribution channel or print the
QR code to make the content available for mobile devices.
Alternatively you can use the sharing options of the library using the button library. We highly recommend to
start the library at least once in filtered view to ensure all necessary playback resources are available and
content playback is free of any failures.
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5.5 Process learning content
Processing learning content you may note the following:
1.
Learner view and courses
The availability of Learner view features as well as the display of the courses is dependent on scenario
settings and may vary.
2.
Learner success stories
The display of your own learning progress as well as the provision of course certifications is based on user
tracking, which has to be activated for your learning scenario.
3.
Playback requirements
Please see the chapter Learner Settings to ensure you have set the correct settings for your default
browser.
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Playback of Contents
5.5.1
Depending on the settings of a course you may have different options to start your learning content. See
examples below.
Start the course directly
To start the whole course, click Start (bottom right of the course description). The libraryfunction opens in a
new window displaying all course contents.
Start subordinated content of the course
If the course provides a tree view you can expand the tree levels an click a tree objects to be started directly.
Depending on the type of tree object, either the librarystarts in a new window (to display the object and all
subordinated content) or content playback starts directly (for books or lesson modes).
Restart subordinated contents
You can restart your learning progress individually for each learning object discarding your current learning
progress.
Proceed as follows:
1.
Switch to progress view by clicking Show status.
2.
Search for the object to be restarted.
3.
Click restart.
Start playback from your mobile device
To start a course on your mobile device, proceed as follows:
1.
Click the QR Code button next to the Start button. A dialog box appears displaying a QR Code which
contains the server address to access the course directly.
2.
Use a QR code scanner app on your mobile device to access the course without the need to type in the
server address.
If your colleagues do 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).
Note
Your mobile device must be connected to the same network the Manager is located in.
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Search for content
5.5.2
The search function enables you to filter the available learning content for a specific string match. According to
the settings of your learning scenario the search will be processed on all readable text content (even
documents) or on object names only.
Note
o Some of the following mentioned search options might be deactivated and not available in your
learning scenario.
o This function is not supported in combination with an Oracle database.
Search within the current course
By default the search matches only in the currently selected courses. Proceed search as follows:
1.
Select a course within your course list.
2.
Enter a search phrase in the Search field.
3.
Press return or click Search.
4.
The content area (right to the course list) will now display all matches within your selected course.
Search within all your courses
Proceed search as follows:
1.
Enter a search phrase in the Search field.
2.
Activate the checkbox all courses.
3.
Press return or click Search.
4.
The content area (right to the course list) will now display all matches within all your courses in the course
list.
Search within all published content
This search option will provide even matches which are not part of courses in your course list. Proceed search
as follows:
1.
Enter a search phrase in the Search field.
2.
Activate the checkbox global.
3.
Press return or click Search.
4.
The content area (right to the course list) will now display all matches within all contents available to
all learners.
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5.5.3
The Feedback function
The trainer enables you to feedback a comment on recent learning content. Thus you can report errors in
learning content, point out any comprehension problems or request more details.
How to feedback
Proceed as follows:
Click the Feedback button displayed in the control bar or press the key combination CTRL + F1 while
1.
playback.
2.
Select the type of your comment.
3.
Write your comment into the Description field. Note that comments support plain text only.
4.
Click Send feedback.
Notes
○
This function has to be activated for your course. You will see the feedback function being available by
having the Feedback button displayed in the control bar. The availability of the function can vary between
courses.
○
CTRL + F1 is the default key combination which can be replaced by another. Note the instructions as
given to you for your learning scenario.
5.5.4
View your learning progress
Depending on your learning scenario settings you may view your individual learning progress for each learning
object in a course. This enables you to identify your overall progress as well as items you may have missed for a
successful course completion.
Show learning status
Proceed as follows:
1.
Click Show status right above the course content area.
2.
All lesson modes and book pages contained in the course are now displayed in a list, each with
its individual learning progress.
3.
Click an object to start it directly.
Go back to default view
Click Show standard to switch back to course content view,
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5.5.5
Certificate your learning success
The Manager offers you the opportunity to become certified for completed courses. If you successfully
completed a course the additional link Certificate will appear next to the according course in your course list.
Print your certificate
Proceed as follows:
1.
Click on the link to open the certificate in print view.
2.
Select in the heading area of the displayed page if the course details should be printed below the
certificate.
3.
Click Print to open your browser's printer dialog box.
Note
To print out the certificate without additional printing information (such as date and source), deactivate
the option for printing out the header and footer notes in your printer settings. Check the necessary
settings for your browser in chapter Learner Settings.
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5.6 View learner's progress
Activated tracking enables you to get a detailed insight into the success stories of your learners. Consider the
following facts:
1.
Tracking is an workarea option
The tracking option has to be activated for each workarea which shall be tracked. Thus in case of multiple
workareas it may happen that you have reporting data for content from a workarea but not the other.
2.
Assignment-based reporting
Assignment-based reporting needs courses to be specified. If no courses are specified, assignment-based
reports are no option for you.
Note
The display of tracking based data is not supported in combination with an Oracle database.
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5.6.1
View details of report items
All report variants but the lesson step report provide the detailed view of a single list object, displaying the
individual learning progress of users processing a single content object or, in opposite, for content objects a
single user has processed.
Show detailed report for a list object
Proceed as follows:
1.
Open a user or lesson based report by your criteria selection.
2.
Click on the name of a list entry you want more details for.
3.
The report will display the details for the selected list entry.
Switch back to previous report view
To leave the detailed view proceed as follows:
1.
Right above the filter a breadcrumb trail displays the object path your are currently in.
2.
Click the first item marking your entry point for the previously selected report variant.
5.6.2
Redefine filter criteria
You can switch the currently displayed report data by changing the filter criteria it is based on.
Change filter criteria
Proceed as follows:
1.
Click the filter field left above the report data.
This maximizes the filter criteria field, displaying the criteria currently specified.
2.
Change the criteria as necessary.
3.
Click Filter to regenerate the report based on the new criteria.
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5.6.3
Save reports for quick reuse
You can save your favorite reports privately thus you can reuse them quickly in future.
Save a report
Proceed as follows:
1.
Call a report variant.
2.
Specify the criteria the report will based on.
3.
Click Select.
4.
Now click Savein the upper right corner of the report area.
5.
Enter a comprehensible name into the Save Report dialog.
6.
Click OK.
Reports are saved storing the current report variant you use. Thus you can reuse a name for different report
variants.
Select a saved report directly within report view
The saved reports dropdown is available right above the report area in each report variant providing quick
access to all saved reports of all display variants. You can identify and distinguish saved reports by their naming:
Report variant - Name of saved report
Click a report entry to switch directly to the according report variant displaying report data based on your saved
criteria.
In the criteria selection dialog
The initial criteria selection dialog for each report variant provides the dropdown Select saved report,
listing saved reports for the currently selected report variant only. Select an entry and click the button Select to
display the report data that matches your saved criteria.
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5.6.4
Receive scheduled reports via email
Saved reports can be scheduled to regularly send you emails with the most recent report data matching your
criteria selection as Microsoft Excel attachment.
Schedule a saved report
Proceed as follows:
1.
Select a saved report from the dropdown list of saved reports.
2.
Click Subscribe....
3.
In the Scheduler dialog specify a Time the report data shall be collected and send. Optionally specify a
Recurrence Pattern to repeat the task in a defined interval.
4.
Click OK to save your subscription.
Delete scheduling of a saved report
Proceed as follows:
1.
Select a scheduled report from the dropdown list of saved reports.
2.
Click Unsubscribe.
The button Unsubscribe only appears for scheduled reports, thus you can easily identify existing subscriptions
for each saved report.
Notes

To receive reports by email, you must have a valid email address specified in your user profile.

Some mail servers classify Microsoft Excel attachments as generally unsecure and block them. If you do
not receive any reports and you ensured your email address is valid, check your network and email
policies.
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5.6.5
Export report data
You can export report data in file formats *.xls (Microsoft Excel) or *.csv (semicolon-separated text file) to be
reused in external tools or for analysis at a learner’s workplace.
Note
Export as XLS or CSV is not supported in combination with an Oracle database.
Export report data
Proceed as follows:
1.
Depending on the file format you prefer, click XLS Export or CSV Export right below the report data area.
2.
The file download will start immediately. Depending on your browser you can now either open or save the
generated file.
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6
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.
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6.1 Connect with Solution Manager
Image 1: SAP Solution Manager using the Manager as data source
Description:
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.
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6.1.1
Prerequisites
The following prerequisites will be needed:
Prerequisite
SAP Solution Manager
SAP Workforce Performance Builder Manager
Description
A running instance of the Solution Manager in
minimum version 7.1 SP9.
A running instance of the Manager in minimum version
9.2.1.
Both server applications have to be able to
Network communication between instances
communicate with each other within one network or
across different networks.
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Customer
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SAP Workforce Performance Builder 9.4
Landscape enhancements
Procedure
6.1.2
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.
Initial structure creation
Firstly you have to create Business Scenarios, Business Procedures and Steps within the Solution Manager
interface. Read more in the SAP Solution Manager documentation on how to do so.
By synchronization between both platforms for each Business Scenario a tree structure will be automatically
created in the tree node Unsorted. It reflects the structure of the according Business Scenario like the following
example:

Business Scenario (group)

Business Procedure 1 (group)

Step 1 (empty project)

Step 2

Business Procedure 2

Step 1

Step 2
You can now move the structure into your object tree placing it freely as needed. All further synchronizations
are depended to the UID of the objects thus their position in the tree doesn't matter. This enables you to
connect an already existing workarea already filled by other contents.
SAP Workforce Performance Builder 9.4
Landscape enhancements
Customer
© 2015 SAP SE. All rights reserved.
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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.
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.
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SAP Workforce Performance Builder 9.4
Landscape enhancements
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