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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E X A M P L E

Description

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Textual cross-references to other documents.

Emphasized words or expressions.

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.

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Keys on the keyboard, for example,

F 2

or

E N T E R

.

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© 2013 SAP AG. All rights reserved.

SAP Workforce Performance Builder

Typographic Conventions

Table of Contents

1

2

Introduction ................................................................................................................................................... 4

Starting the Instant Producer ...................................................................................................................... 5

3 Recording of projects .................................................................................................................................... 6

3.1

After the recording................................................................................................................................................... 6

4 Administration of projects ............................................................................................................................ 8

4.1

Structure of the Project Explorer ........................................................................................................................... 8

4.2

Properties in the Project Explorer .......................................................................................................................... 9

4.3

Export a project archive .......................................................................................................................................... 9

4.4

Importing archive files ........................................................................................................................................... 10

4.5

Project attachments .............................................................................................................................................. 10

5 Editing of projects ........................................................................................................................................ 12

5.1

Structure of the Project Editor ............................................................................................................................. 12

5.2

Editing the bubble content .................................................................................................................................... 13

5.3

Playback a project .................................................................................................................................................. 14

5.4

Publishing of a project ........................................................................................................................................... 14

5.5

Finish editing .......................................................................................................................................................... 15

8

6 The settings dialog box ............................................................................................................................... 16

7 Working with the Manager .......................................................................................................................... 17

7.1

Setting up a connection ........................................................................................................................................ 17

7.2

Exchanging projects .............................................................................................................................................. 17

7.3

Project settings ...................................................................................................................................................... 18

Technical Support ....................................................................................................................................... 20


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.

Error! Reference source not found.

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

button in the record bar. The recording can be resumed anytime using the

Record

button.

6. You can finish the capturing by pressing the

Stop

button . The record bar will be closed thereby.

3.1 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.


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


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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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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.


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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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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.

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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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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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.


Working with the Manager

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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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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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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

www.sap.com/contactsap

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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

Typographic Conventions

Table of Contents

1 Introduction

2 Starting the Instant Producer

3 Recording of projects

Recommendation

3.1 After the recording

4 Administration of projects

4.1 Structure of the Project Explorer

4.2 Properties in the Project Explorer

4.3 Export a project archive

Note

4.4 Importing archive files

Importing resources

Importing projects

Executing an import

4.5 Project attachments

5 Editing of projects

5.1 Structure of the Project Editor

5.2 Editing the bubble content

5.3 Playback a project

Playback demo mode from certain topic

5.4 Publishing of a project

5.5 Finish editing

6 The settings dialog box

User interface

Workarea

Record Application

About

7 Working with the Manager

Update resources

7.1 Setting up a connection

7.2 Exchanging projects

Functions in the toolbar

Note

7.3 Project settings

The project status

Settings in the properties dialog box

8 Technical Support

www.sap.com/contactsap

Table of contents