SAP Workforce Performance Builder 9.2 Instant Producer Manual Workforce Performance Builder

SAP Workforce Performance Builder 9.2 Instant Producer Manual Workforce Performance Builder
Manual
Workforce Performance Builder
Document Version: 1.0 – 2013-10-11
SAP Workforce Performance Builder 9.2
Instant Producer
CUSTOMER
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Table of Contents
1
Introduction ................................................................................................................................................... 4
2
Starting the Instant Producer ...................................................................................................................... 5
3
3.1
Recording of projects ....................................................................................................................................6
After the recording...................................................................................................................................................6
4
4.1
4.2
4.3
4.4
4.5
Administration of projects ............................................................................................................................8
Structure of the Project Explorer ...........................................................................................................................8
Properties in the Project Explorer ..........................................................................................................................9
Export a project archive ..........................................................................................................................................9
Importing archive files ........................................................................................................................................... 10
Project attachments .............................................................................................................................................. 10
5
5.1
5.2
5.3
5.4
5.5
Editing of projects ........................................................................................................................................ 12
Structure of the Project Editor ............................................................................................................................. 12
Editing the bubble content .................................................................................................................................... 13
Playback a project.................................................................................................................................................. 14
Publishing of a project ........................................................................................................................................... 14
Finish editing .......................................................................................................................................................... 15
6
The settings dialog box ............................................................................................................................... 16
7
7.1
7.2
7.3
Working with the Manager .......................................................................................................................... 17
Setting up a connection ........................................................................................................................................ 17
Exchanging projects .............................................................................................................................................. 17
Project settings ...................................................................................................................................................... 18
8
Technical Support ....................................................................................................................................... 20
SAP Workforce Performance Builder
Table of Contents
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1
Introduction
With the SAP Workforce Performance Builder Instant Producer you can easily create and edit content which guide
the user through the processes of your enterprise applications. The slender building of the Instant Producer as
well as the process-oriented and intuitive user guidance allow a fast and efficient recording of your business
processes without previous training, e.g. to create simulations or documentations.
The Instant Producer can be used for example in authoring teams in which the projects are initially recorded by
the subject matter experts, product- & process owner, key user and other professional experts. Therefore the
knowledge of internal and external employees can be stored and reused very easy. Due to the simple use of the
Instant Producer is a few technical IT knowledge required and your professional experts can directly record the
system- and process knowledge by operating with the respective system. The further processing and finalization
of the projects will be done afterwards by trained authors in SAP Workforce Performance Builder Producer.
With the Instant Producer SAP delivers the perfect tool to store the knowledge of each employee in high quality
and time saving and transfer it to projects as easy as the push of a button.
This document gives you an overview of the structure and functions of the Instant Producer to be able to begin
directly with the creation of projects.
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Introduction
2
Starting the Instant Producer
After launching the Instant Producer for the first time, a dialog box will appear with two different options to choose
from:
o Record a new project
This option will immediately create a new project and start the recording.
o Open Project Explorer
This option will open the Project Explorer so that you can edit existing projects or record new projects.
You can close the Instant Producer by clicking on Cancel.
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Starting the Instant Producer
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3
Recording of projects
With the recording functionality in Instant Producer a process can be recorded easily. For each recorded user
action, a macro with the application’s screenshot for a particular action will be created.
Recommendation
If you made any operational errors while recording, then it is advisable, to reject the project and record it
again. This might be faster and minimizes a subsequent editing effort.
To record a process with Instant Producer, proceed as follows:
1.
From the toolbar in the Project Explorer view, click on New Project
.
Alternatively, you can start a recording immediately upon launching the Instant Producer.
Refer to the section on: Starting the Instant Producer
2.
A settings dialog box and the record bar will then appear.
In the dialog box you can define the following criteria:
o Name – here you can enter the name of your project
o Language – this option determines which language should appear in text bubbles
o Running Applications – here you can select the target application for the recording
o Profiles – shows the application profile for the target application
o Associate with selected application – defines, that the profile will always be used for the target
application
3.
Start the recording with the Record button
.
If you would like to stop your recording, click on Cancel and you will return to the Project Explorer window.
4.
Navigate through the application to capture your process.
5.
Interrupt a recording
If you want to interrupt the recording, you can using the Pause
can be resumed anytime using the Record
button.
6.
3.1
You can finish the capturing by pressing the Stop button
button in the record bar. The recording
. The record bar will be closed thereby.
After the recording
Once you have finished recording, a dialog box will appear with the following editing options:
o Save project
This option will save your project and open the Project Explorer with your project overview.
Refer to the section on: Administrations of projects
o Playback project
The project will be played back in the trainer. Now you can check your recording and decide how you
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Recording of projects
would like to proceed with your project.
Refer to the section on Playback a project
o Edit project
This option will open the project editor and display the topics from your project.
For more information, refer to the section on Editing of projects
o Delete project
This option will completely delete the recorded project and remove it from the Project Explorer.
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Recording of projects
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4
Administration of projects
The administration of the recorded projects will be executed in Instant Producer in the Project Explorer. In this,
the projects are displayed and can be selected for exporting into archives for post-editing in Producer.
Furthermore, the recording of new projects can be started in the Project Explorer.
4.1
Structure of the Project Explorer
The Project Explorer is divided into the following areas:
o Toolbar
The toolbar contains the functions for the
o New Project
o Export Archive
o Import Settings
Refer to the section on Importing archive files
o Settings
Refer to the section on The settings dialog box
o Display properties
Refer to the section on Properties in the Project Explorer
When you are already connected to the Manager, the following additional options are also available:
Refer to the section on Working with the Manager
o Check out projects...
o Save to server
o Project list
The project list organizes all your recorded projects. Projects appear in chronological order. You can
reorganize them by clicking on the column titles.
o Projects
Projects are displayed in this column with the name that was allocated to them at the time of
recording.
If you would like to change the name of a project, select the project and click one time on the project
name (do not double-click). Then you can change the name.
o Date
This column displays the date and the time when a project has last been edited.
o Status
The status defines the current editing status of the project. This is specified when saving the project
in the Project Editor. From the Project Explorer view, you can edit this by clicking on the icon Change
status.
o Properties
Refer to the section on Properties in the Project Explorer
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Administration of projects
4.2 Properties in the Project Explorer
When editing a project, the properties editor can be made visible or hidden by clicking on the option Display
properties.
In the heading area of the properties dialog box, you will find various options to choose from for editing and
managing a project:
o Change status
o Edit
o Delete
o Playback
o Open documentation
When the properties are not displayed here, these settings appear as links next to each project.
The following options are available:
o Keywords
In this text field, you can enter keywords for your project. If you would like to define more than one search
term, you can separate them with a semicolon. For example: Search_term1;search_term2
Search terms serve to help you quickly search for and manage your projects in the Producer and library.
o Description
In this text field, you can enter a description for your project content. The text you enter here will appear
in documentation that you generate from your project. Moreover, the description can be used for
additional editing work in the Producer and Manager as well as for displaying projects in the library.
o Attachments
Refer to the section on Project attachments
When you are already connected to the Manager, the following additional options are also available:
o Author
o Type
Refer to the section on Working with the Manager
4.3 Export a project archive
The export of projects makes it possible to import them into the Producer and edit them further. The archive file
is saved in the *.dkp format.
This is how you create an archive:
1. Select the projects you want to archive.
2. Click on Export Archive.
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Administration of projects
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3. The dialog for specifying the destination path and filename will then open. Provide this information as
appropriate. Confirm the dialog by clicking on Save to create the archive.
Note
Please note for the export of projects: They can be imported from the Instant Producer into the Producer,
but not reversed. This is due to other configurations which are created in Producer and do not exist in
Instant Producer.
4.4 Importing archive files
Archive files (*.dkp) can be imported into the Instant Producer. These files can contain resources or projects.
In cases where the Manager is not being used, we recommend that you use this import function. The other
alternative would be to manage your resources and projects from one central workstation.
Refer to the section on Working with the Manager
Importing resources
The Instant Producer uses standardized resources, such as bubbles or settings. In order to be able to make
changes to resources, the project leader can make these available to authors as a resource archive, which can be
imported into the Instant Producer.
Importing projects
Importing allows you to exchange projects between different work stations. Note that you can only import
projects that were not used in the Producer. Projects used with the Producer may contain configuration settings
that are not compatible with the Instant Producer.
Executing an import
The following explains how to import an archive file:
1.
Open the Instant Producer.
2.
From the toolbar, click on Import archive.
3.
Select the archive and confirm your choice by clicking on Open.
4.
After importing resources, restart the Instant Producer so that the new settings will take effect. A dialog
box will prompt you to do so.
4.5 Project attachments
Attachments can be linked to projects from the project explorer view. Attachments can be documentation that
has already been generated or imported files, such as supplemental documentation or files that are to be further
worked on in the Producer.
Refer to the section on Properties in the Project Explorer
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Administration of projects
The following options are available for attachments:
o Add
This option allows you to add an attachment to your project. A dialog box will open prompting you to
select a file. Choose a file and click on Open to attach it to your project.
o Delete
This option allows you to delete the selected attachment.
o Open
This option will open the selected attachment. Alternatively, you can double-click on an attachment to
view the file.
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5
Editing of projects
The editing of a project will be executed in Instant Producer within the Project Editor. It can be opened via the
Project Explorer when clicking on the Edit option for a project. Alternatively this can be opened after completing a
recording within a displayed dialog with using the Edit button.
In the Project Editor, texts of the bubbles can be edited and the object areas adjusted.
5.1
Structure of the Project Editor
The Project Editor is divided into the following areas:
o Toolbar
The toolbar contains simple functions for editing the currently opened project:
o Project Explorer
o Save
o undo and redo
o Playback
o Generate documentation
o Publish
o Thumbnail View
The thumbnail view displays the topics in sequential order with all of the projects’ associated macros. A
topic contains a screenshot and its associated action. Moreover, it can contain an explanation if this has
already been defined in the field Note for learners.
Overview of the macros
o Start lesson
o End lesson
o New page
o Click on link
o Text input
o Single selection
o Radio button
o Keystroke
o Explanation
o Topic view
On the right hand side, the screenshot of the currently selected topic will be displayed. Furthermore the
highlight of the recorded control and the corresponding bubble is shown.
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Editing of projects
o Notes for Authors and Learners
Two note fields are located at the bottom of the project editor. You can toggle between them by clicking
on the tab. The following information can be entered in these fields:
o Notes for Authors
In this field, you can enter comments and notes for an author who will be further editing the project in
the Producer. This info. box is useful for making comments, providing additional useful information or
to point out possible problem zones.
o Notes for Learners
In this field, you can enter useful notes for the learners who will be using your project. In this
particular case, an explanation bubble is created that is displayed as its macro icon in the thumbnail
view. The actual bubble becomes visible to the learner when the project is played back in the trainer.
It is possible to make changes to this explanation bubble once the project has been imported into the
Producer.
Refer to the section on Playback a project
5.2 Editing the bubble content
By selecting a recorded action macro it can be edited in the view window on the right hand side. Each macro has a
highlight for the recorded control, and a bubble with the appropriate instruction text.
The bubble size and position can be changed, when pulling the handles.
When double clicking on a bubble, the bubble toolbar appears which contains various functions for editing the
content and the display of the bubble. The text of the bubble can directly be edited within the bubble.
Furthermore, the bubble size and position can be changed, when pulling the handles.
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Editing of projects
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5.3 Playback a project
You have the ability to preview a project in the form of demo mode. Start this by using the button Playback, in the
tool bar of Instant Producer. This starts the project in trainer. The trainer is the program for playing back the
modes of projects.
Playback demo mode from certain topic
The demo mode can alternatively be played back from a certain topic. Thereby made changes can be viewed
directly. To do so, select a topic and open the context menu with the right mouse button. Then click on Preview
from here to start the demo mode from this topic.
5.4 Publishing of a project
The following explains how to export a project as a playable EXE file.
14
1.
Click on Publish.
2.
Enter the target directory and file name.
3.
Click on OK. The publishing process will now be executed and a process dialog box will appear.
4.
Confirm the process dialog box by clicking on OK.
5.
A dialog box will then appear in which one of the following actions can be executed:
Open folder, Start publication or Close dialog box.
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Editing of projects
5.5 Finish editing
If you would like to stop editing, you can click on Save to save your changes. Then from the Project Explorer view,
switch to project overview by clicking on Project Explorer. Here in the Project Explorer, you can define the status of
your projects by clicking on Change status.
If you close the Project Editor without saving the project, it will show a note dialog, where you can save your
unsaved changes.
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Editing of projects
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6
The settings dialog box
The settings dialog box displays the version number of the Instant Producer and gives you an overview of the
current configuration. This dialog box can be opened from the Project Explorer by clicking on Settings. The
following settings can be found here:
User interface
o Language
You can define the user interface language by selecting the language of your choice from the drop-down
list.
o Show hidden notes
This setting allows you to display notes that had been previously set to hidden. Note that this setting is
only enabled when note fields have been set to hidden.
Confirm your changes by clicking on Apply. Now you can restart the Instant Producer and work on projects with
the new settings.
Workarea
Here you will find a list of resources that are available. The following options are also available:
o Copy
This option will copy the list of resources to the clipboard so that you can insert the information into a text
file. This overview can be useful for internally managing resources.
o Update workarea
When loading the structure of a workarea, it is stored by default in the cache so as not to slow down your
PC performance. Once changes to the structure have been made, this option allows you to manually
update and save your workarea.
o Get resources from server (Manager)
This downloads the current resources from the Manager.
Record Application
This area displays the active settings for the recordings.
About
This area displays the version of the Instant Producer you are using.
Click on Close to close the settings dialog box.
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The settings dialog box
7
Working with the Manager
The SAP Workforce Performance Builder Manager is a server-based productive environment to support groups
of authors, in which the learning units are collected and managed centrally. Amongst other benefits, this allows
uniform resources to be made available to all authors and projects to be set up centrally and to be assigned to the
respective authors for recording. In addition, the projects can be recorded in the Instant Producer and made
available centrally for further editing in the Producer.
Update resources
The option Get resources from server, which is found in the settings dialog box, allows you to manually update the
local resources of a workarea with the resources from the Manager, After selecting this option, the resources will
be automatically updated.
Refer to the section on The settings dialog box
7.1
Setting up a connection
To set up a connection to the Manager, you can start a file named connection.ManagerConnection from its
workarea screen. This file contains all the necessary settings for establishing a connection.
To do this you need to be able to access the Manager. If this is not the case, contact your administrator.
The procedure to establish a connection to the Manager is as follows:
1. First, log on to the Manager with your user data.
2. Then, select the workarea where the projects of the Instant Producer are to be stored.
3. Click on button Connection iPro to establish a connection.
4. Then click in the download dialog on Open. This will open a dialog that contains the URL and the user login.
5. Enter your password in this dialog and confirm it with Ok. Then, all the available resources from the Manager
will be downloaded to your local system.
6. Confirm the process dialog with Ok and restart the Instant Producer.
The Instant Producer is now connected to the Manager and you can start creating your projects.
7.2 Exchanging projects
The Manager facilitates basic processes involved in working with projects. The projects can either be created
directly in the Instant Producer or you can download blank projects that were pre-defined in the Manager and
assigned to the respective author. Subsequently, the relevant processes are recorded and edited in the Instant
Producer. In the final step, the projects are saved on the server to make them available centrally.
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Functions in the toolbar
Once the connection to the Manager has been established the following functions will be available in the toolbar of
the Instant Producer:
o Get projects...
With this command you can download all the projects stored in the Manager that were assigned to you as
author to your local system. If there are no projects assigned to you on the server, a corresponding
message will be displayed in a dialog.
o Save on the server
This command saves the projects currently selected in the Project Explorer on the Manager server. Once
activated, a dialog with the following options is displayed:
o Save and end editing
Saves the project on the server in its current state and relinquishes write authorization for the project.
o Save
Saves the project on the server in its current state.
Note
The projects stored on the Manager server are subject to a so-called write authorization. The purpose of
this is to prevent problems caused by several people editing a project simultaneously; consequently, only
one author can be authorized to edit a project at any one time. As soon as an author starts working, they
are automatically assigned the write authorization. By selecting command Save and end editing you
relinquish this authorization.
7.3 Project settings
When exchanging projects between the Instant Producer and the Manager, there are a variety of settings that
can be configured to facilitate working with both applications.
Once changes have been made to the settings, you can transfer these changes by clicking on the option Save to
the server.
The project status
In the Project Explorer, you can assign a status for the editing progress of the project on the basis of pre-defined
values. When working with the Manager, you need to bear in mind that for centrally saved projects it is the status
selection from the Manager that is used and that the values in the status list of the Instant Producer are replaced.
When you save a locally created project on the Manager server, this will initially not be assigned a status on
principle. Since the project is now available locally and centrally, the status values in the Instant Producer will be
replaced by those of the Manager. Select the desired status for the project and save the project once more on the
server to transmit the value.
To edit the status of a project, you can click on Change status, which is found in the Project Explorer.
Refer to the section on Structure of the Project Explorer
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Working with the Manager
Settings in the properties dialog box
The settings specifically configured for the Manager from the properties dialog box will affect the workflow of your
projects.
The data is downloaded from the Manager and displayed in the settings.
The following settings are available:
o Author
The editor for the project can be selected from the drop-down list.
o Type
The type of editing to be done on the project can be selected from the drop-down list.
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Working with the Manager
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8
Technical Support
Please use the SAP Message Wizard on the SAP Service Marketplace to submit your incidents on the following
components:
o KM-WPB // Workforce Performance Builder
o KM-WPB-PRO // Workforce Performance Builder – Producer
o KM-WPB-IPR // Workforce Performance Builder – Instant Producer
o KM-WPB-MGR // Workforce Performance Builder - Manager
o KM-WPB-NAV // Workforce Performance Builder - Navigator
If you are not familiar with the SAP Service Marketplace, please read the following information:
o To access the SAP Support Portal you need an S-user ID and password. You can request access data
from your SAP Super Administrator or register online on the SAP Service Marketplace page under
‘Registration‘.
o With this user, you have read-access to all the contents of the SAP Support Portal, you can use the SAP
Community Network and SAP Help Portal, and you can also book courses under SAP Education.
o If you want to work with the support applications (Message Wizard, license key request, system data
maintenance, software download and so on), you need the corresponding authorizations, which your SAP
Super Administrator can give you.
o You can find information for new users and about support applications on the Support Portal Homepage
under ‘Learn More‘. There you can also register for a personal overview demonstration of the SAP
Support Portal.
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Technical Support
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