PUBLIC

SAP Best Practices for SAP SuccessFactors Learning

Document Version: 2H 2022 – 2022-11-22

Learning Management Settings: Configuration

Guide
© 2022 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN

Content

1 Learning Management Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

2 Change History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

3 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

4 Configuration Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4.1 Create Bizx Learning Administrator Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4.2 Set LMS Administrator Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
4.3 Domains. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Create Parent Level Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Create Child Level Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
4.4 Security Roles and Role Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Learning Administrator Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Instructor Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
User Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
4.5 Users in SAP SuccessFactors Learning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Manual User Creation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Direct User File Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
User Import via User Connector - SF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
4.6 References File Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Download References Data Import Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Load Import Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
4.7 System Configuration Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Edit LMS_ADMIN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Edit CONTENT IMPORT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
4.8 Global Variables Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Edit General Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Edit AICC Wrapper Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Edit Mail Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.9 Registration Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Edit Registration Notification Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.10 Notification Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
4.11 Certificate of Completion and Roster. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Assign Role for Printing the Certificate of Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Customize Certificates of Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Assign Role to Print the Roster of Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
4.12 Connectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

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2 PUBLIC Content
 Connectors System Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Connector Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Download Connector Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Populate Connector Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Place Files on FTP Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Schedule Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
4.13 Virtual Learning Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Instructor Virtual Classrooms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.14 Landing Page Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
4.15 Catalog 3.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.16 Assignment Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Assignment Profile Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.17 Online Learning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Maintain Deployment Location (iContent). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.18 Bulk Assignment of Curricula to Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5 More Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Learning Management Settings: Configuration Guide

Content PUBLIC 3
1 Learning Management Settings

The purpose of this document is to describe the configuration steps required to set up the scope of SAP Best
Practices for SAP SuccessFactors Learning, which is described in further documentation assets, such as the
process diagrams and test script.

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4 PUBLIC Learning Management Settings
2 Change History

Learn about changes to the documentation for Learning Management Settings in recent releases.

2H 2022

Type of Change Description More Info

Moved LMS integration with SuccessFactors More Information [page 39]

Bizx is moved to More Information sec­
tion of the document.

Starting H1 of 2022, new Learning ten­

ant will be deployed pre-integrated with
Bizx.

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Change History PUBLIC 5
3 Prerequisites

This SAP Best Practices solution assumes that SAP SuccessFactors Learning runs in an integrated scenario
with SAP SuccessFactors HCM Suite (BizX) and LMS is integrated with an already-deployed and in-use BizX
environment with a Super Admin account. If this is not true, then you must configure and deploy the HCM Suite
first before continuing with the configurations for SAP SuccessFactors Learning.

 Caution

Be aware that the use of connectors has to be tested thoroughly to ensure that data is imported correctly
into LMS. It could prove to be very difficult or impossible to delete imported data especially once that data
has been used. Therefore, always use connectors in test systems and be very cautious when using in
production systems. Only have experienced users using connectors!

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4 Configuration Steps

This SAP Best Practices solution includes the usage of Curricula and of Programs. There is no specific
configuration required to be able to use these two types of course structuring.

In this section the main differences between Curricula and Programs are highlighted.

Curricula

A curriculum is a set of one or more courses (learning items) that users must successfully complete to be
qualified or remain qualified in a certain area. For example, you might have a set of courses that your
employees must complete to be allowed to lead an off-site retreat. Because of the legal issues of responsibility,
you want to closely track users' completion. Or, especially in industries like food and drug, nuclear, or other
high-risk enterprises, you might be regulated by an organization (the Food and Drug Administration in the
United States, for example). You want to closely track that users have been trained to handle food and drugs,
nuclear material, and so on.

See Curricula: Bundled Courses in Qualification Tracks for more information.

Programs

Learning programs combine learning events to create a schedule of learning. The schedule of learning is
controlled by the program's agenda, which functions like an academic syllabus. It outlines events over the time
of the program. For example, you can create a month-long employee on-boarding program. The agenda can be
weekly: a new learning event for each week over a month. The learning events can be internal learning items or
they can be external content (such as a welcome video hosted on the company intranet).

Programs are like curricula, but curricula are for customers whose learning management systems must
comply with a regulator. Programs are easier to create but do not have requirements of regulated customers.

See Learning Programs: Bundled Courses in a Syllabus for more information.

4.1 Create Bizx Learning Administrator Role

1. Log on to BizX as an Administrator.

2. Navigate to Admin Center Manage Permission Roles .
3. Under Permission Role List, select Create New.

Role Name Description

SFCC LMS Administrator SFCC LMS Administrator

4. Under Permission Role Detail Permission settings choose Permission.

5. Under User Permissions, select Learning and Select All.
6. Under Administrator Permissions, select Manage Learning and Select All.
7. Under Administrator Permissions, select Manage Career Development and Select All.

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8. Choose Done.
9. Choose Save Changes.
10. Assign the newly added SFCC LMS Administrator role to the system administrator who is setting up the
Learning integration.
11. Assign the newly added SFCC LMS Administrator role to all the users who need administrator permission.

4.2 Set LMS Administrator Preferences

1. Log on to BizX as an LMS Administrator.

2. Navigate to Admin Center Learning Administration .
3. Navigate to Learning Administration Preference .
4. Set the desired preference settings and choose Apply Changes.

 Note

Best Practices contents are designed for US local. Default preference and reference data provided are
for US.

4.3 Domains

Users, learning items, scheduled offerings, curricula, content objects, and any other major SAP
SuccessFactors Learning data entities have a Domain field. The value in the Domain field determines that
individual users, learning items, or scheduled offering's security ownership.

A domain tells you the ownership of a record and who can edit it. For example, you could create three domains:
North America, South America, and Asia-Pacific and place users into each of those domains by selecting one of
them in the user record's Domain field.

 Note

Many customers consider aligning the LMS Domain to the BizX user division.

See Importing Courses with the Learning Item Connector.

This configuration guide describes the following setup of a two-level domain:

Domain ID (30 Char) Level Parent Domain ID Domain Types Description (100 Char)

CORP 0 ALL Corporate

HR 1 CORP ALL Human Resources

Follow the steps to enter the domain structure from the top down, since the parent domain must be present in
the system before it can be associated to a child domain.

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4.3.1 Create Parent Level Domain

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Security Security Domains .
3. Choose Add New.
4. Select the radio button for Add Root (Top) Level Security Domain.
5. Enter the Security Domain ID and Description.
6. Choose Add.

4.3.2 Create Child Level Domain

1. Choose Add New.

2. Select the Add Security Subdomain radio button.
3. Enter or Search for the Parent Security Domain ID.
4. Enter the Security Subdomain ID and Description.
5. Choose Add.

4.4 Security Roles and Role Management

A security role is a collection of rules, restrictions, permissions, and security domains you can attach to a user
to define the user's privileges in SAP SuccessFactors Learning.

Roles are groups of users that have the same security domain, permissions, and security domain restriction
settings. For example, American Learning Administrators can add Learning Items in the North American and
South American domains.

See SAP SuccessFactors Learning Security Roles for more information.

Several roles exist in the system by default. These system default roles are preconfigured with permissions.

Review Permission Restrictions Tab.

Review Entity Restriction Tab.

Review Function Restriction Tab.

 Note

This configuration guide does not describe changes to these tabs.

It describes the configuration based on a copy of default roles.

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4.4.1 Learning Administrator Role

Create the Learning Administrator Role

The following Learning Administrator Role has to be created for the implementation.

Role ID (30 Char) Role Description (100 Char) Permissions

COMP_LRN_ADMIN Company Learning Administrator Administrator who manages users,

curricula, items, schedule offerings and
resources.

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Security Role Management .
3. Search for the corresponding default role, such as LEARNING_ADMIN.
4. Choose the Display icon on the role.
5. On the Summary tab, choose Copy Role.
6. Enter the new Role ID.
7. Select Copy Assigned Permissions.
8. Choose Copy.
9. Choose Edit.
10. Enter Role Description.
11. Enter or search Security Domain to CORP.
12. Choose Apply Changes.

Check Assigned Permissions for Learning Administrator Role

1. Navigate to System Administration Security Role Management .

2. Search for the newly created admin role.
3. Choose the Display icon of the role.
4. Select Permissions.
5. Verify Assigned Permissions and ensure all the key permissions are assigned: Ad hoc Reports, Connector
Administration, Content, JAM, Performance Management, Learning Activities, Reports, Search, People
Management, and System Administration.

4.4.2 Instructor Role

Instructors are people to assign instructor-led training in COMP_INSTRUCTOR SuccessFactors Learning. An

instructor is an assignable teaching resource in SAP SuccessFactors Learning.

See Instructors for more information.

Create the Instructor Role

The following Instructor Role has to be created for the implementation.

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 Role ID (30 Char) Role Description (100 Char) Permissions

COMP_INSTRUCTOR Company Instructor Trainer who trains a group of users,

accesses scheduled offerings

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Security Role Management .
3. Search for the corresponding default role, such as DEFAULT INSTRUCTOR.
4. Choose the Display icon on the role.
5. On the Summary tab, choose Copy Role.
6. Enter the new Role ID.
7. Select Copy Assigned Permissions.
8. Choose Copy.
9. Choose Edit.
10. Enter Role Description.
11. Enter or search Security Domain to CORP.
12. Choose Apply Changes.

Check Assigned Permissions for Instructor Role

1. Navigate to System Administration Security Role Management .

2. Search for the newly created instructor role.
3. Choose the Display icon of the role.
4. Select Permissions.
5. Verify Assigned Permissions and ensure all the key permissions are assigned Instructor.

Create Instructors

1. Log on as Administrator and go to Learning Administration.

2. Navigate to People Instructors .
3. Choose Add New.
4. Enter the Instructor ID, Name, Security Domain, and Role.
5. Assign a related user by filling in the Related User field.
6. Choose Add.

Create Instructor View

Instructors have a dedicated view to help them manage their courses by leveraging an existing user
authentication, eliminating the need for administrator-level access.

If the instructor does not already have a user ID and password, create it in Users Users Add New (or
import the user through the user connector). The user ID is required because the instructor logs on to the
instructor view using the user ID and password, not the instructor ID.

Once user ID is created, assign this user ID to instructor via Related User field in Instructors Summary page.

This view enables Instructors to:

• view their scheduled offerings

• view offering details
• view students who have registered for the offerings

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Configuration Steps PUBLIC 11
• record attendance manually

4.4.3 User Roles

User role types only contain permissions, whereas admin role types contain permissions as well as entity,
function, and permission restrictions.

Two user roles exist in the system by default. These system default roles are preconfigured with permissions.

System Default User Roles Description

DEFAULT USER System Default User Role

LEARNING_USER System Default Learning User Role

 Note

This configuration guide describes the creation of the user role as a copy of the default role.

Create the User Role

The following User Role has to be created for the implementation.

User Role ID (30 Char) Description (100 Char)

COMP_LRN_USER Company Learning User Role

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Security Role Management .
3. Search for the corresponding default role such as DEFAULT USER or LEARNING_USER.
4. Choose the Display icon on the standard role.
5. On the Summary tab, choose Copy Role.
6. Enter the new Role ID.
7. Select Copy Assigned Permissions.
8. Choose Copy.
9. Choose Edit.
10. Enter Role Description.
11. Enter or search Security Domain to CORP.
12. Choose Apply Changes.

Check Assigned Permissions for User role

1. Navigate to System Administration Security Role Management .

2. Search for the newly created instructor role.
3. Choose the Display icon of the role.
4. Select Permissions.

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 5. Verify Assigned Permissions and ensure all the key permissions are assigned: Library, Learning, My Team,
Personal, Reports, and Ad hoc Reports.

4.5 Users in SAP SuccessFactors Learning

For an individual user to access online content or register for instructor led offerings, a User record in SAP
SuccessFactors Learning is required.

See SAP SuccessFactors Learners.

See SAP SuccessFactors Learning User Details Fields.

There are basically three approaches for creating users in LMS:

• Manual user creation

• Direct user file import
• User import via SF–User Connector

Below follow some more generic considerations with LMS users:

User ID

This is the unique case-sensitive primary key for the User record in SAP SuccessFactors Learning. The User ID
is used for the user to log on to SuccessFactors Learning.

 Note

For a BizX integrated system, the User ID must match the User ID in BizX.

User Status

User records in SuccessFactors Learning can be set to active or inactive status. Ensure users are set to Active.

Domain

Ensure the appropriate Security Domain is assigned to the user.

Role (User Role)

User roles determine menu access on the User-side of SuccessFactors Learning. Assign the Role, which has
been created during role configuration.

Primary Manager

A user’s Primary Manager is identified by the manager reference on the user’s record.

Employee Type

Employee type is another way to categorize Users, and usually represents a pay type or employee/contractor
differentiation. Employee Type is an available attribute for Assignment Profiles.

Navigate to References People Management Employee Types

Employee Status

The employee status is typically used to indicate the current relationship of a user to the business.

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Navigate to References People Management Employee Statuses

4.5.1 Manual User Creation

The administrator can manually add users to Learning from the User page.

1. Navigate to People Users .

2. Choose Add New.
3. Enter the User ID, Security Domain, Role, and select Active checkbox.
4. Choose Add.

4.5.2 Direct User File Import

Download Template

Download the user data template to populate with user data.

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration System Management Tools Import Data .
3. Under Action select Download Template and set Entity Type to User.
4. Choose Submit.

A user template file EntityTemplate_User.xlsx is generated with header.

Import User Data

Populate the user template file EntityTemplate_User.xlsx with the user information from BizX and import the
file. Columns Role (*required), Domain ID (*required) should be filled with LMS Roles and Domain ID defined
earlier.

1. Navigate to System Administration System Management Tools Import Data .

2. Under Action select Import Data.
3. For Entity Type select User.
4. Select Import Option.
5. Select Choose File to import the file.
6. Choose Submit.

 Note

The scheduled import job will be displayed at the bottom of the screen once submitted. The job status
will change to Succeeded or Failed upon completion. You can download and view the results for a failed
job. Make the necessary changes based on the comments and repeat the import steps above.

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4.5.3 User Import via User Connector - SF

User Connector - SF syncs users and attributes from Bizx.

See Purpose of User Connector for more information.

Refer to Connector chapter for a more detailed description of using the connector method.

4.6 References File Import

During initial deployment, SAP SuccessFactors administrators set References to match the settings of the
organization.

This configuration guide describes the following References configurations that are required to activate the
related scope and end-to-end processes:

• Geography
• Learning
• Physical Resources
• System Administration
• User Management

Before you import the Reference file, update the worksheet with correct field IDs.

 Note

The Data Import Tool can be used to upload most reference values using an excel spreadsheet template at
one time. First the References template (excel spreadsheet) should be downloaded from the system. Each
reference has its own tab in the spreadsheet. Populate the spreadsheet with the necessary data and upload
the template in the system.

The sample file includes a set of generic datasets for immediate import. However, it is critical to review and
populate all the required References datasets.

Following tabs in the sample file are populated with SAP Best Practices solution datasets for import:

• Approval Role
• Assignment Type
• Completion Status
• Country
• Curriculum Type
• Delivered Method
• Document Type
• Employee Status
• Employee Type

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• Equipment Type
• Item Source
• Item Type
• Location Type
• Subject Area

4.6.1 Download References Data Import Template

1. Navigate to System Administration System Management Tools Import Data .

2. Select the radio button for Download Template.
3. Select References from the dropdown menu for Entity Type.
4. Choose Submit.
5. Save the template to a desktop or convenient location on the computer for easy access after download.

4.6.2 Load Import Data

1. Open and enter data on the appropriate tabs according to the values in the SAP Best Practices References
Sample File (if there is no data to be uploaded for the specific references configuration tab, then leave it
blank.
2. Save the data file.
3. Navigate to System Administration System Management Tools Import Data .
4. Select the radio button for Import Data.
5. Select References from the dropdown menu for Entity Type.
6. Select Add from the dropdown menu for Import Option. (Choose the Add and Update option when adding
new reference values as well as updating existing values. Choose the Update option if only updating
existing reference values in the system).
7. Browse and select the completed template that is to be uploaded. Select time zone if necessary.
8. Choose Submit.

 Note

The scheduled import job will be displayed at the bottom of the screen once submitted. The job status
will change to Succeeded or Failed upon completion. You can download and view the results for a failed
job. Make the necessary changes based on the comments and repeat the import steps above.

 Note

In order to manually update References values, navigate to References Category (that is People
Management) and choose the list to update. Use the Add New option to add the new References
Configurations.

Some References might require additional configuration for example, Subject Areas can be built with
parent/child relationships.

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4.7 System Configuration Settings

Log on as Administrator and go to Learning Administration.

When you have changed settings, remember to choose Apply Changes.

See SAP SuccessFactors Learning System Configuration for more information

4.7.1 Edit LMS_ADMIN

Enable Recommendation Tile

1. Navigate to System Administration Configuration System Configuration LMS_ADMIN .

2. Open the configuration file in edit mode and set the following feature:

enableItemRecommendations=true

Turn off JAM integration if not in use

1. Navigate to System Administration Configuration System Configuration LMS_ADMIN .

2. Open the configuration file in edit mode and set the following feature:

jamIntegrationEnabled=false

Enable updated Supervisor Assign Learning workflow UI

1. Navigate to System Administration Configuration System Configuration LMS_ADMIN .

2. Open the configuration file in edit mode and set the following feature:

updatedSupervisorFlow=true

Increase File Upload Size

1. Navigate to System Administration Configuration System Configuration LMS_ADMIN .

2. Open the configuration file in edit mode and set the following feature:

fileUploadMaxSize=2147483647

Update Background Job Scheduling Setting

The default setting for Background Job Schedule is between 0 to 5 every day. To enable Run Immediately
option, make the following changes in LMS_ADMIN:

1. Navigate to System Administration Configuration System Configuration LMS_ADMIN

BACKGROUND JOB SETTINGS .
2. Modify startHour & endHour properties to ‘*’ as below for all days.

allowableBackgroundJobTimeframes[Monday].enabled=true

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allowableBackgroundJobTimeframes[Monday].startMinute=*

allowableBackgroundJobTimeframes[Monday].startHour=*

allowableBackgroundJobTimeframes[Monday].startDate=*

allowableBackgroundJobTimeframes[Monday].startMonth=*

allowableBackgroundJobTimeframes[Monday].startYear=*

allowableBackgroundJobTimeframes[Monday].startDayofWeek=mon

allowableBackgroundJobTimeframes[Monday].endMinute=*

allowableBackgroundJobTimeframes[Monday].endHour=*

allowableBackgroundJobTimeframes[Monday].endDate=*

allowableBackgroundJobTimeframes[Monday].endMonth=*

allowableBackgroundJobTimeframes[Monday].endYear=*

allowableBackgroundJobTimeframes[Monday].endDayofWeek=mon

allowableBackgroundJobTimeframes[Tuesday].enabled=true

allowableBackgroundJobTimeframes[Tuesday].startMinute=*

allowableBackgroundJobTimeframes[Tuesday].startHour=*

allowableBackgroundJobTimeframes[Tuesday].startDate=*

4.7.2 Edit CONTENT IMPORT

Increase Size of Single Upload

1. Navigate to System Administration Configuration System Configuration CONTENT IMPORT .

2. Open the configuration file in edit mode and set the following feature:

maximumFileSizeKB=1000000

4.8 Global Variables Settings

4.8.1 Edit General Settings

Content Object Settings

1. Navigate to System Administration Configuration Global Application Settings (Global Application

Settings tab) General Settings .

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18 PUBLIC Configuration Steps
 2. Set Curriculum Basis Date.
3. Select the checkbox for Enable Inline Content Launch Configuration.
4. Choose Apply Changes.

4.8.2 Edit AICC Wrapper Settings

AICC Wrapper Settings

1. Navigate to System Administration Configuration Global Application Settings (Global Application

Settings tab) AICC Wrapper Settings .
2. Set default text on Confirmation Text, Agree Button Text, and Disagree Button Text.
3. Choose Apply Changes.

4.8.3 Edit Mail Settings

Email Global Variables

1. Navigate to System Administration Configuration Global Application Settings tab.

2. Enable Email and update the fields.
3. Choose Apply Changes.

4.9 Registration Settings

4.9.1 Edit Registration Notification Settings

Disable registration notification being sent to users

1. Navigate to System Administration Application Administration Registration Settings .

2. Deselect all the checkboxes on Email Confirmation Defaults for Administrator and User Actions for User,
Instructor, Manager, Contacts, Organization (reserved seats confirmation only).
3. Choose Apply Changes.

4.10 Notification Templates

SAP SuccessFactors Learning builds and sends emails to users according to how you configure it. You can
configure SAP SuccessFactors Learning to send email notifications to one or more individuals when an event

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occurs or a condition is met. You can send email messages to administrators, managers, instructors, users, or
other contacts when:

• An automated process or background job is completed.

• A user registers, withdraws from, requests, or is added to a waiting list for a course.
• A scheduled offering is rescheduled or canceled.
• A competency assessment must be completed.

The format and content of the messages are controlled by notification templates. To change the messages that
users receive, you change the notification templates.

Notification templates are a set of content, HTML, text placeholders, and programmatic syntax tags. SAP
SuccessFactors Learning has two kinds of notification templates:

• System-provided notification templates are triggered based on events, like a registration or an automatic
process.
• Ad hoc notification templates allow you to trigger an email at any time from pages in SAP
SuccessFactors Learning.

Most customers can use the default notification templates with very few changes. For example, you might want
to add some disclaimer information at the bottom of the page or you might want to add your own logo.

See SAP SuccessFactors Learning Email Notification Messages for more information.

4.11 Certificate of Completion and Roster

Customizing Certificates of Completion

SAP SuccessFactors Learning ships with default certificates of completion. But many customers want to create
their own certificates of completion to add their own logo, their own signature line, and so on.

Prerequisites

To create custom certificates of completion, you need to know basic Cascading Style Sheet (CSS) syntax, and
you need to know some basic HyperText Markup Language (HTML).

You can add images to your certificate. Before you start, edit your image for the template. For example, size it
appropriately for print, adjust the colors, and so on.

Sample HTML Markup:

<html>

<head>

<title>Certificate Of Completion</title>

</head>

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<body>

<div

style="border: 5px solid rgb(227, 225, 225); margin: 5px 25px; width: 900px; min-height: 670px;">

<div

style="border: 3px solid rgb(0, 157, 224); width: 894px; min-height: 664px;">

<div

style="border: 1px solid rgb(0, 157, 224); margin: 4px; width: 884px; min-height: 654px; text-align: center;">

<div style="text-align: right;"><img

style="margin: 5px; height: 75px; width: 250px;" alt="Logo"

src="<SAP_SUCCESSFACTORS_LOGO/>"></div>

<div

style="margin: 0pt 0pt 10px; font-size: 50px; font-weight: bold; color: black;">CERTIFICATE

OF COMPLETION<br>

<br>

</div>

<span style="font-size: 25px;">This is to certify that<br>

</span>

<div style="margin: 20px 0pt; font-size: 35px;"><b><USER_FIRST_NAME/

>&nbsp;<USER_LAST_NAME/></b></div>

<div style="font-size: 25px;">has completed the course<br>

<br>

</div>

<div style="font-size: 35px; color: rgb(0, 157, 224); margin-top: 20px;"><b><CPNT_TITLE/></b></div>

<br>

<br>

<br>

<br>

<br>

<br>

<table

style="text-align: left; width: 100%; margin-left: auto; margin-right: auto;"

border="0" cellpadding="2" cellspacing="2">

<tbody>

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<tr>

<td style="vertical-align: top; width: 30px;"><br>

</td>

<td

style="font-size: 20px; vertical-align: top; text-align: center; width: 352px;"><COMPLETION_DAY/>&nbsp;

<COMPLETION_MONTH/>&nbsp;<COMPLETION_YEAR/><span class=""></span><br>

</td>

<td style="vertical-align: top; width: 76px;"><br>

</td>

<td

style="font-size: 20px; vertical-align: top; text-align: center; width: 352px;"><INSTRUCTOR_NAME/><br>

<td style="vertical-align: top; width: 30px;"><br>

</td>

</tr>

<tr>

<td style="vertical-align: top; width: 30px;"><br>

</td>

<td

style="border-top: 1px solid rgb(0, 0, 0); font-size: 20px; vertical-align: top; text-align: center; width:
352px;">Date<br>

</td>

<td style="vertical-align: top; width: 76px;"><br>

</td>

<td

style="border-top: 1px solid rgb(0, 0, 0); font-size: 20px; vertical-align: top; text-align: center; width:
352px;">Instructor<br>

</td>

<td style="vertical-align: top; width: 30px;"><br>

</td>

</tr>

</tbody>

</table>

<br>

</div>

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</div>

</div>

</body>

</html>

Certificate of Completion

The Certificate of Completion can be printed by both the user and the administrator.

Roster Print

The Instructor can print the roster of users for the scheduled offering.

4.11.1 Assign Role for Printing the Certificate of Completion

1. Log on to the LMS instance as an Administrator.

2. Navigate to System Administration Security Role Management .
3. Search for the roles assigned to the users as well as administrators. For example, COMP_LRN_USER.
4. Select edit mode and go to the Permissions tab.
5. Select the Reports permission group and search for the permission Run User Certificate of Completion
History Record Report.
6. If the permission is missing, select add one or more from list link from the Add permission to the Role
section.
7. Select the Reports workflow group from the Add Permission to Roles section and search for the permission
Run User Certificate of Completion Learning History Record Report.
8. Select the checkbox next to Run User Certificate of Completion History Record Report and choose Add.
9. Now the permission is added to the Reports group.
10. Choose Apply Changes.

4.11.2 Customize Certificates of Completion

1. Log on to the LMS instance as an Administrator.

2. Navigate to System Administration Configuration Certificate of Completion Templates and choose
Add New.
If you already created a certificate of completion and you want to modify it, search for it and open it.
3. In Add New Certificate Template, add the following and then choose Add.

Field Description

Template ID This is the unique ID of the template. Users do not see it.

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 Field Description

Description Use the description field to describe the certificate for other administrators.

Default Locale This is the locale that SAP SuccessFactors Learning falls back to if it cannot find a copy of
the certificate template in the users' locales.

Report Category This field describes what users complete when they see this certificate. In other words, what
are users completing Item or Program.

Orientation Select the orientation for your certificate. Most certificates are landscape.

4. Upload any images that you want to use by choosing Add Image.
We recommend that you add your logo and maybe one more image - like the logo of your corporate training
group.
5. To add the image to the certificate, type <img src=""/>, place your cursor between the double quotes, and
then choose the image in Images.
To remove the image, find its tag in the HTML and delete it. For example, if you added an image with the
tag<SF_LEARNING_ICON_SAP_PORTAL/> delete that text to delete the relative link to the image.
6. To add dynamic data to the certificate, place your cursor in the HTML body where you want the data to go,
and then choose the data in Tokens.
To delete the data, find the syntax tag in the HMTL and delete it. For example, if you add the user's first
name to the certificate so that each individual's name appears on the printed certificate, you add
<USER_FIRST_NAME/>. To remove the user's first name, delete text <USER_FIRST_NAME/>.
7. Add HTML and CSS around the images and dynamic data to control the formatting.
If you are not an expert with HTML and CSS, we recommend that you leave the default HTML and CSS in
the certificate and edit only the text, syntax tags, and images.
8. To test the certificate template, choose Preview.
9. To save the certificate template, choose Save.
10. To reset the certificate template to the default version, choose Reset.

4.11.3 Assign Role to Print the Roster of Users

1. Log on to the LMS instance as an Administrator.

2. Navigate to System Administration Security Role Management .
3. Search for the roles assigned to the instructor.
4. Select the edit mode and go to the Permissions tab.
5. Select the Instructor permission group and search for the permission Print Roster.
6. If the workflow is missing, select the add one or more from list link from the Add Permission to the Role
section.
7. Select the Instructor workflow group from the Add Permissions to Roles section and search for the
permission Print Roster.
8. Select the checkbox next to Print Roster and choose Add.
9. Now the permission is added to the Instructor group.
10. Choose Apply Changes.

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24 PUBLIC Configuration Steps
4.12 Connectors

This SAP Best Practices solution describes the use of the following connectors:

• Item Connector
• Schedule Offering Connector
• User Connector – SF
• Curriculum Connector

 Caution

Be aware that the use of connectors has to be tested thoroughly to ensure that data is imported
correctly into LMS. It could prove to be very difficult or impossible to delete imported data especially
once that data has been used. Therefore, always use connectors in test systems and be very cautious
when using in production systems. Only have experienced users using connectors!

• The System Administration Connectors section of SAP SuccessFactors Learning administration is a

place where you can schedule connectors to run, view the results of the run, and troubleshoot any errors.
Each connector run is a process that starts at the scheduled time.
• To schedule the User Connector, for example, go to System Administration Connectors User
Connector - SF and use the Schedule area to create the schedule.
• Read Learning Connector Scheduling for advice about scheduling your connector runs.
• Each connector run expects a data file to be present on the FTP server. To read about the data files, see
Finding Your Connector's Prefix in CONNECTORS. To read more about testing the FTP server connection,
read Testing the Connector FTP Connection.
• For each connector, you can view the error log by choosing the View Errors and you can view the results by
choosing View Results.
• Populate each template with input data following the defined delimiter format.
• User Connector - SF input file name “user_data_<COMPANY_ID>.txt”
• Item Connector input file name “item_data_<COMPANY_ID>.txt”
• Refer to the connector column mapping summary information available in this reference documentation:
• Item Connector:
Learning Item Connector
• User Connector - SF:
Purpose of User Connector - SF

4.12.1 Connectors System Configurations

1. Navigate to System Administration Configuration System Configuration CONNECTORS .

2. Choose Edit to update the configurations.
# This configuration contains system administrator information required to configure connectors for the
Talent Management System.
# It is divided into sections to group the concerns:
# COMMON CONNECTOR: Contains settings common to all connectors (and not a particular connector)

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Configuration Steps PUBLIC 25
 # INDIVIDUAL CONNECTOR: Contains settings specific to each connector
# **********************************************************
# ******** COMMON CONNECTOR SETTINGS **********
# **********************************************************
### Input File Settings
#Indicates input file preference
connector.input.file.escapeChar="
connector.input.file.columnDelimiter=|
connector.input.file.eolSymbols=!##!

 Note

The default column delimiter for the input file is |. You can change the delimiter. Ensure all input files
are using the defined delimiter.

3. Specify path to directory.

# If the input file will be placed on an FTP server, specify the absolute path to the directory. If the input file
will be on a local drive, specify the address for the local drive.
connector.ftp.input.remoteDirectory=/home/connector/InputFiles
connector.local.input.localDirectory=c:\\connectors\\input
4. Specify setting connector.ftp.input.remoteDirectory according to the FTP directory path you are using.
# Send report output to email
connector.report.email.enable=true
connector.report.email.toAddresses=John.Smith@company.com
connector.report.email.CCAddresses=
connector.report.email.mailSubject=$interfaceId$ - Connector Results
connector.report.email.enableDetailReportAttachments=false
5. Update connector.report.email.toAddresses to a valid email address.
# FTP connection settings. Complete this section if either input or output files will be provided via FTP.
# In environments where access to the root level directory is denied, the path can be configured as a
relative path.
# Relative path should be in the format - <directory in user home directory>/<sub directory/<sub
directory where <sub directory are optional.
# Possible values for connector.ftp.protocol: ftp, sftp
connector.ftp.protocol=sftp
connector.ftp.server=fileupload.plateau.com
connector.ftp.port=22
connector.ftp.userID=
connector.ftp.password=

 Note

Do not include https for the ftp server.

6. Enter the ftp server connection information: connector.ftp.server,

connector.ftp.userID,connector.ftp.password.
7. Choose Apply Changes.
The table below lists default values for connector input file settings that the administrator can change with
customer values according to this SAP Best Practices solution.

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26 PUBLIC Configuration Steps
 CONNECTORS

Default Value Customer Input file Settings

Item Connector

PUBLIC CORP item.connector.defaultValue.domainID=PUBLIC

N item.connector.defaultValue.item.autoCompe­
tency=N

Schedule Offering

PUBLIC CORP scheduleoffering.connector.defaultValue.domai-

nID=PUBLIC

America/New_York scheduleoffering.connector.defaultValue.time-
zone=America/New_York

N scheduleoffering.connector.defaultValue.publishI-
nAllCatalogs=N

User Connector - SF

PUBLIC CORP sfuser.connector.defaultValue.domainID=PUBLIC

sfuser.connector.defaultValue.parentOrgID=

sfuser.connector.defaultValue.parentDomainID=

PUBLIC CORP sfuser.connector.defaultValue.orgDomai­

nID=PUBLIC

PUBLIC CORP sfuser.connector.defaultValue.finAcctDomai-

nID=PUBLIC

LEARNING_USER COMP_LRN_USER sfuser.connector.defaultValue.studentRo­

leID=LEARNING_USER

Y sfuser.connector.defaultValue.jpAutoAssignQu­
als=Y

Y sfuser.connector.defaultValue.jpAutoRemoveQu­
als=Y

Y sfuser.connector.defaultValue.jpAutoAs­
signPPRF=Y

Y sfuser.connector.defaultValue.jpAutoRemo­
vePPRF=Y

America/New_York sfuser.connector.defaultValue.preferenceTime­
Zone=America/New_York

English sfuser.connector.defaultValue.preferenceLo­
cale=English

USD sfuser.connector.defaultValue.preferenceCur­
rency=USD

N sfuser.connector.defaultValue.supervisorReRou­
teItemApprovals=N

N sfuser.connector.defaultValue.supervisorReRou­
teScheduleOfferingApprovals=N

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 CONNECTORS

Default Value Customer Input file Settings

N sfuser.connector.defaultValue.supervisorReRou­
teSF182Approvals=N

N sfuser.connector.defaultValue.supervisorReRou­
tePerformanceReview=N

N sfuser.connector.defaultValue.supervisorReRou­
teAssessmentApprovals=N

N sfuser.connector.defaultValue.accessToOrgFi­
nAcct=N

Y sfuser.connector.defaultValue.fullTime=Y

N sfuser.connector.defaultValue.includeInGovtRe­
porting=N

N sfuser.connector.deafultValue.nativeDeepLin­
kUser=N

N sfuser.connector.update.updatePreferences=N

Curriculum Connector

PUBLIC CORP curriculum.connector.defaultValue.domai­

nID=PUBLIC

N curriculum.connector.defaultValue.eSigEna­
bled=N

Y curriculum.connector.defaultValue.forceIncom­
plete=Y

Y curriculum.connector.defaultValue.autoAssign­
CompetencyProfile=Y

Y curriculum.connector.defaultValue.autoRemove­
CompetencyProfile=Y

Y curriculum.connector.defaultValue.autoAssignQu­
als=Y

Y curriculum.connector.defaultValue.autoRemo­
veQuals=Y

N curriculum.connector.defaultValue.propageToStu­
dent=N

4.12.2 Connector Settings

Connector Settings are used to archive the connectors upload file, which can be used to analyse any data
upload in the LMS system.

1. Navigate to System Administration Connectors Connector Settings .

2. Select the checkbox Enable Input File Archive.

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28 PUBLIC Configuration Steps
 3. Establish the number of month(s) to Purge archive input files older than.
4. Choose Apply changes.

4.12.3 Download Connector Template

1. Navigate to System Administration Connectors Download Connector Template .

2. Select Download Template (only mapped columns).
3. Select a template from the Connector dropdown. User Connector – SF, Item Connector, Curriculum
Connector, Class Connector.
4. Select an entry from the Supported files dropdown. Select from File extension.
5. Choose Submit.

4.12.4 Populate Connector Template

Populate each template with input data following the previously defined delimiter format.

User Connector - SF input file name “user_data_<COMPANY_ID>.txt”

Item Connector input file name “item_data_<COMPANY_ID>.txt”

4.12.5 Place Files on FTP Server

Upload input data files to the FTP location.

 Note

If you are uploading a user data file to FTP, you use User Connector to load the data. If user data is coming
directly from BizX, you use User Connector - SF.

4.12.6 Schedule Connector

Schedule the job to load the input data.

1. Navigate to System Administration Connectors .

Option: Item Connector, Curriculum Connector, User Connector – SF.
2. Choose Test FTP Connection to verify the FTP connection.
3. Choose View Errors, View Results to view the previously run job status.

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4. The Status section displays current job status and last job status.
5. Select Schedule This Process.
6. Choose Hourly, Daily, Weekly, or Monthly for the job schedule.
7. Choose Time of Day, Time Zone for the job schedule.
8. Enter an Email Address for notification.
9. Choose Apply Changes.

4.13 Virtual Learning Service

The Virtual Learning Service (VLS) is the integration between virtual meeting rooms, such as Microsoft Skype
for Business, or Adobe Connect or SAP SuccessFactors Learning.

If your company holds training in such virtual online meeting spaces, you can use the Virtual Learning Service
(VLS) to connect users directly to these meeting rooms where their training takes place. When the meeting
spaces are connected through VLS, users can open a virtual meeting room by choosing a link in their
assignments lists.

 Note

You need to have an administrator account in the virtual meeting room.

SAP SuccessFactors Learning Virtual Learning Service (VLS)

Sample Adobe Connect code for reference:

<?xml version="1.0" encoding="ISO-8859-1" standalone="yes"?>

<connector>

<description>Macromedia Breeze</description>

<!-- The plateau connector class. This should not be modified. It is the implementation class for Breeze. -

<connector_class>com.plateausystems.elms.framework.vle.

impl.BreezeConnector</connector_class>

<xml_api_address>[Get from Adobe Connect Configuration]</xml_api_address>

<server_address>[Get from Adobe Connect Configuration]</server_address>

<username>[user name for Adobe Connect site]</username>

<password>[password for Adobe Connect site]</password>

<lms_user_name_custom_field_id>x-1111111111</lms_user_name_custom_field_id>

<lms_user_type_custom_field_id>x-2222222222</lms_user_type_custom_field_id>

<folder_id>123456789</folder_id>

<learner_group_id>987654321</learner_group_id>

<instructor_group_id>246813579</instructor_group_id>

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<learner_default_password>[default password]</learner_default_password>

<elms_url_prefix>/vle</elms_url_prefix> </connector>

Implementing Skype or Lync Virtual Classrooms

Sample Microsoft Skype code for reference:

<?xml version="1.0" encoding="ISO-8859-1" standalone="yes"?>

<connector>

<description>Microsoft Skype connector</description>

<!-- The SuccessFactors connector class. This should not be modified.

It is the implementation class for Skype Meeting Center -

<connector_class>com.plateausystems.elms.framework.vle.impl

.SkypeConnector</connector_class>

<!-- ======================================= -

<!-- configuration parameters for Skype -

<!-- ======================================= -

<!-- Server specific information -

<url_api_address>https://lyncdiscover.<your domain></url_api_address>

<!-- ======================================= -

<!-- configuration parameters for SuccessFactors -

<!-- ======================================= -

<!-- The ELMS server VLE configuration URL -

<elms_url_prefix>/vle</elms_url_prefix>

<!--Session enrollment requires a user's Skype or Lync username.

The custom column number must be the custom column number on the user

record that contains the Skype or Lync username. -

<custom_column_number>200</custom_column_number> </connector>

Follow these steps for configuration of VLS:

1. Request a VLS configuration file from Customer Success.

2. By requesting, you receive the latest XML version of the file. When you talk to Customer Success, tell them
your meeting room vendor.
3. Log on to LMS.
4. Go to System Administration Configuration System Configuration LMS_ADMIN .
5. Find vleEnabled and change its value to true.
6. Go to System Administration Configuration VLS Configuration .
7. Choose Add New and add the configuration file. Choose Add.

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8. Choose Apply Changes.

4.13.1 Instructor Virtual Classrooms

When you configure Virtual Learning Servers (VLS) for instructors, you enable instructors to launch VLS
sessions from the instructor view, and you are better able to track their virtual training.

Many companies conduct training in virtual meeting rooms like Skype or Adobe Connect. Instructors often use
their own personal accounts and often need to keep track of their account information, the length of the
session, and so on. When you configure instructors for VLS, you relieve them of the responsibility for managing
their accounts. You create an account that they use when they are acting as an instructor (as opposed to their
personal accounts that they use when acting as an employee).

See Configuring Instructors for VLS for more information.

You can use an instructor's VLS Settings to update the VLS settings for an instructor. The VLS tab only applies
if vleEnabled=true in the LMS_ADMIN configuration as described above.

1. Navigate to People Instructors .

2. Open an instructor entry and go to the VLS Settings tab.
3. If you set up a Virtual Learning Server (VLS), you can manage instructor’s VLS accounts in SAP
SuccessFactors Learning. When SAP SuccessFactors Learning synchronizes with the VLS provider, the
instructors' accounts are updated with this information.

This field... …Is Used as Follows

VLS Server The VLS server that the settings apply to. See the VLS Configuration
Manual for the list of supported VLS and how to configure each.

Account ID The instructor's unique account ID for the associated VLS server.

Account Password The instructor's unique password for the associated VLS server.

Action If you select Create New Account, a new account is created for the in­
structor on the server. If you select User Existing Account, then an ex­
isting account is used for the instructor.

4.14 Landing Page Settings

These settings control the default view of the Learning landing page by choosing which tiles to make available
and setting the starting positions and the sizes of the tiles. Users can personalize their home pages by moving
or changing the tile size to suit their preference. The administrator can also choose to lock the tile locations
preventing users from customizing the page.

See SAP SuccessFactors Learning Landing Pages for more information.

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32 PUBLIC Configuration Steps
These settings control the default view of the Learning landing page by choosing which tiles to make available
and setting the starting positions and the sizes of the tiles

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Application Administration Landing Page Settings .
3. Set the Active Dates and Default Sizes to the recommendations in the table below.
4. Choose Save.

Landing Page Setting: Default

Show
Ex­
Title Active Dates Default Size panded Actions

My Learning Assignments All 612 x 612 N/A

Option: Custom / Small Banner

My Curricula All (Option: Move to Not Large N/A

Used)
Option: Large Landscape

Learning History All (Option: Move to Not Medium N/A

Used)
Option: Large

Find Learning All (Option: Move to Not Large Landscape N/A

Used)
Option: Banner

Links All (Option: Move to Not Medium N/A Links

Used)
Option: Horizontal

My Teams All (Option: Move to Not Large N/A

Used)
Option: Large Landscape

Recommendations All (Option: Move to Not Horizontal N/A

Used)
Option: Medium

Bookmarks All (Option: Move to Not Large N/A Choose

Used) X to re­
Option: Medium
move

Featured All (Option: Move to Not Medium N/A

Used)
Option: Horizontal

Achievements All Medium N/A

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4.15 Catalog 3.0

Enable the Catalog 3.0 Browse feature by the setting in the LIBRARY file.

See Course Catalog 3.0 for more information.

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Configuration System Configuration LIBRARY .
3. Enable the following settings:
catalogBrowseEnabled=true
catalogSearch3Enabled=true
calendar3Enabled=true
4. Choose Apply Changes.

4.16 Assignment Profiles

Assignment profiles run a set of rules (like a where clause) to find users who match a profile. It pools those
users so that you can make an assignment. For example, you can assign a course catalog to the pool or you can
assign specific courses or curricula to the pool. You can design rules to look for all users whose location
attribute is US and assign them the hiring policies training that aligns with US employment law.

Assignment Profiles can assign the entities, such as Catalogs, Curricula, Items, Programs, Recommended
Items/Collections/Programs, and User Role.

See SAP SuccessFactors Learning Assignment Profiles for more information.

As part of the configuration, the setup of one assignment profile is included in this guide. This assignment
profile will be used in one step in the test script.

Create the following assignment profile:

Assignment Profile ID Description

(50 char) (100 char) Set up Domains

CAT_ALL_CORP Assigns the global catalog to all Users CORP

at ‘CORP’

1. Log on as Administrator and go to Learning Administration.

2. Navigate to Manage User Learning Assignment Profiles .
3. Choose Add New.
4. Enter Assignment Profile ID, Description, and Security Domain.
5. Choose Add.
6. Choose Rules page.
7. Choose Add Security Domain(s).

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34 PUBLIC Configuration Steps
 8. Choose Search.
9. Enter each domain that was created as part of your configuration, select the Include Sub Dmns checkbox,
and choose Add.
10. Create a Group and Enter a Group Name.
11. Choose Security Domain ID from Select Attribute.
12. Choose Matches from Select Operator.
13. Enter the domain in the search bar.
14. Choose Save.
15. Choose Download Preview Users and verify you have captured all the correct users.

 Note

These steps create Assignment Profile rules only. You will need to add learning entities, such as
Catalogs, Competency Profiles, Curricula, Programs, Items, and so on and propagate to users.

After defining all the entities associated with the Assignment Profile, propagate the rules so that these entities
are assigned to the appropriate users.

1. Under the Actions dropdown choose Execute Changes.

2. This will bring up the Schedule Background Job.
3. Choose the appropriate option, select Run this job immediately, if allowable or Schedule this job to be
executed on.

4.16.1 Assignment Profile Synchronization

This process reconciles changes in the attributes of users and/or the assignment profiles with which they are
associated.

Navigate to System Administration Automatic Processes Assignment Profile Execute Updates and
schedule the automatic process for execution.

4.17 Online Learning

This section describes the configuration of two online learning content integration approaches: iContent
deployment location and Open Content Network.

4.17.1 Maintain Deployment Location (iContent)

Content deployment location fields configure servers where you deploy learning content. In Content
Deployment Locations, you can select a deployment location to which you can import files. This allows you to

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select a location with a name that is easily understandable when importing content such as videos and web
pages. All content uploaded to the specific deployment location will subsequently inherit all the properties that
you have set for deployment locations.

 Note

You should receive the relevant configuration values from SAP during provisioning of the customer-specific
iContent deployment location. This configuration guide lists the steps to enter these values.

See Content Deployment Locations Fields for more information.

Follow these steps to set up the deployment location:

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Configuration Content Deployment Locations .
3. Choose Add New link.
4. Enter a Deployment Location ID.
5. Select a Security domain.
6. Enter the Host Name, Port, Username and Password.
7. Enter a URL Prefix and Directory.
8. Additional optional information to complete.
9. Select the Test User (if needed).
10. Select the iContent Deployment checkbox.
11. Enter the Display Order and Comments (if any).
12. Choose Add.

4.17.1.1 Set Up Open Content Network (OCN)

After customers sign agreements with content providers, the configuration of the Open Content Network is
established in order to connect SAP SuccessFactors Learning to the content provider.

In the steps below [CONTENT_PROVIDER] is a placeholder for the content provider which needs to be
integrated.

 Note

The following domainID, itemType, and itemCompletionStatus reflect the configurations which have been
established according to this configuration guide. If other References values have been set, these values
need to be changed accordingly.

4.17.1.2 Enable Content Network Providers

1. Log on as Administrator and go to Learning Administration.

2. Open the configuration file in edit mode and set the following feature:

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36 PUBLIC Configuration Steps
 3. Navigate to System Administration Configuration SystemConfiguration OPEN CONTENT
NETWORK .
Set providers[CONTENT_PROVIDER].enabled=true.
Set providers[CONTENT_PROVIDER].syncCourses=true.
Set default domainID[default]=CORP.
Set default itemType[default]=COURSE.
Set default itemCompletionStatus[default]=COURSE-COMPLETE.
4. Choose Apply Changes to save.

In order to import courses into SAP SuccessFactors Learning, the OCN synchronization needs to be run at
least once. The following steps describe how to schedule the synchronization.

4.17.1.3 Synchronize Open Content Network Content

1. Log on as Administrator and go to Learning Administration.

2. Navigate to System Administration Automatic Processes Open Content Network Content
Synchronization .
3. Select Schedule This Process.
4. Select the Daily, Weekly, or Monthly schedule.
5. Choose Apply Changes.

 Note

When the APM is scheduled, make sure the Last Execution Result shows the status Succeeded to
ensure that content has been synchronized successfully.

In order to be able to import courses into SAP SuccessFactors Learning, which is part of the test script, the
OCN synchronization needs to be run at least once.

See Open Content Network for more information.

4.18 Bulk Assignment of Curricula to Users

Use the curricula assignment file import to bulk assign curricula to users when you have many curricula that
you want to assign to many users at one time and you want to assign them directly (as opposed to using an
assignment profile).

See Using Assignment Import to Bulk Assign Curricula to Users for more information.

Follow these steps:

1. Log on as Administrator and go to Learning Administration.

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Configuration Steps PUBLIC 37
2. Navigate to System Administration System Management Tools Import Data .
3. For Action, choose Download Template, and in Entity Type, select Curricula Assignment.
4. Choose Submit.
5. The template downloads in your browser. Open the template in Microsoft Excel.
6. Use the comments in the heading of the columns to complete the spreadsheet.
7. Each row in the spreadsheet is one assignment: one match between a user and a curriculum plus an
action. The tool can add, update, or remove an assignment.
8. After you have completed the spreadsheet, save it, go back to System Administration System
Management Tools Import Data , and then make these selections:

Field Choice Description

Action Select Import Data.

Entity Type Select Curricula Assignment.

Import Option Select Add to add data (add assignments, in this case),
Update to update data (do not add assignments in this
case but update existing assignments), or Add and Update
to do both. In most cases, select Add and Update.

Import File Choose File to browse to and select your Microsoft Excel
file.

Time Zone ID Select the time zone that should be used for the assign­
ment date and time. The assignment time is the moment
that SAP SuccessFactors Learning processes the row. The
time is recorded in this time zone.

9. Choose Submit.

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38 PUBLIC Configuration Steps
5 More Information

SAP SuccessFactors Learning Product Guide Site

SAP SuccessFactors Learning Administration Help

SAP SuccessFactors Learning System Properties Guide

Refer to the links below to get latest information on SAP SuccessFactors Learning integration updates.

Learning and Platform Integration - Process and Next Steps Beginning 1H 2022 - Innovation Alert - Welcome to
the SAP SuccessFactors Community!

Learning & Platform Integration KBA

Refer to the references sample file delivered with this SAP Best Practices solution for a basic reference dataset
for import.

As part of the SAP Best Practices solution for Learning documentation, a References sample file is provided
that is imported into the instance to create the pre-configured references values.

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More Information PUBLIC 39
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