BizX access for “WFA/WFP only” customers An approach for supporting “WFA/WFP only” customers who wish to access WFA/WFP via BizX

BizX access for “WFA/WFP only” customers

An approach for supporting “WFA/WFP only” customers who wish to access WFA/WFP via BizX

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.

Summary of Steps

Step Completed By Purpose

1 BizX PROD instance creation Cloud Operations

Create a PROD BizX instance in the appropriate SFSF Data Centre

2 BizX Single Sign On configuration (optional)Tool=SFSF Provisioning

PS If the customer wants to configure SSO for accessing BizX

3 BizX Instance ConfigurationTool=SFSF Provisioning

PS To enable SSO from BizX to WFA and support Home Page tile data requests to WFA

4 BizX User Account Creation and ConfigurationTool=BizX Admin Tools

PS To create new BizX users and enable permissions per user or role to access Analytics from the BizX application

5 WFA User UpdatesTool=WFA Admin Tools

PS To link the BizX user to the WFA user

6 WFA Instance ConfigurationTool=Org Local Configuration page

PS To mark the customer as a WFA only customer

7 BizX Home Page ConfigurationTool=BizX Admin Tools

PS Set up the BizX Home Page for the customer

Step 1: BizX PROD instance creation


Step 1: BizX PROD instance creation

• A BizX instance needs to be created for the customer. https://mysp.successfactors.com/ps/Pages/Provisioning.aspx

• These customers will be treated as if they were BizX customers and undergo an abridged implementation process that gives them access to PROD BizX instance only. No TEST instance should be needed.

• Depending on which WFA data centre the customer’s instance is hosted in, this will impact which BizX data centre the BizX PROD instance is created in. Refer to the table below for the appropriate locations.Region Customer is currently

located in the below legacy WFA Data Centre

Create a BizX instance for this customer in the below BizX Data Centre

NA Delaware Arizona (DC4 – Standard)

EMEA Telecity EMEA (DC5 – Standard)

APAC Macquarie Telecom TBD

https://mysp.successfactors.com/ps/Pages/Provisioning.aspx

Step 2: BizX Single Sign On Configuration


Step 2: BizX External Single Sign On (SSO) config

• A customer may wish to implement Single Sign On (SSO) to access BizX as part of this implementation

• Check with the Regional Sales Manager (RSM) supporting this customer to see if any costs would be incurred. Typically SFSF does not charge for SSO implementations and it is implemented by the PS technical team. However its best to check first.

• Configuration specifications sent to the customer are stored on SF Sharepoint:https://mysp.successfactors.com/ps/Documents/SuccessFactorsSingleSignOn.doc

• External BizX SSO is configured in Provisioning

https://mysp.successfactors.com/ps/Documents/SuccessFactorsSingleSignOn.doc

Step 3: BizX Instance Configuration

• ….


Provisioning > Company Settings: BizX-WFA SSO

See confluence guide


* Leave all other fields & tick boxes empty! (unless already enabled for Home Page Tile integration) (legacy fields will eventually be removed from Provisioning)

See https://confluence.successfactors.com/display/PRODINFO/Workforce+Analytics+Workforce+Planning+talent+insight+-+Single+Sign+On+Configuration+Guide to complete this section.


https://confluence.successfactors.com/display/PRODINFO/Workforce+Analytics+Workforce+Planning+talent+insight+-+Single+Sign+On+Configuration+Guide

https://confluence.successfactors.com/display/PRODINFO/Workforce+Analytics+Workforce+Planning+talent+insight+-+Single+Sign+On+Configuration+Guide


BizX Functionality

• The customer will need the following functionality

V12 User Interface (UI)

Home Page framework

Access to the Analytics option in the Module Picker and if they are a Workforce Planning customer access to the Planning option in the Module Picker.

Youcalc Dashboards 2.0 to support the home page Analytics tiles

The customer may wish to have access to the People Insights component of the BizX Mobile application but they will have to have Jam as well to be able to use the mobile application.

• Other than the above disable or turn off all other BizX modules/functionality.


BizX Provisioning > Company Settings: Other

V12 UI is required

RBP is beneficial for streamlining Admin tasks

Manager Support Access is required for Partner SSO access from SF

Create Admin from Provisioning to access BizX site

Step 4: BizX User Account Creation and Configuration


WFA/P-BizX User Account Integration Summary

• For every WFA user that the customer wants to be able to access BizX, a corresponding user account needs to be created on the BizX side

• A second important step is that the BizX user account needs to be linked to the pre-existing WFA user account.

• To do the above the following steps will need to be completed:

From WFA export the list of accounts of users who the customer wants to give access to login via BizX. Use the Excel Export feature in User Maintenance.

Include all the columns that will be needed to create an appropriate user account in the BizX application

Use this information to format a BizX user load file that can be used to create accounts in the BizX application.

Load the accounts into BizX.

For each user that now has a BizX user account, this account will have to be linked to the pre-existing WFA user account.

To link you will need the BizX Company Identifier and the UserSysId.

In the WFA application a bulk load will have to be run to update every user in WFA with the appropriate BizX Company Identifier and UserSysId. See step 5 (WFA User Updates)

After this has been done the BizX and WFA user accounts will be linked which means that no new accounts will be created when a user access WFA from BizX.


BizX Instance Admin Access

• Creating an Admin account in Provisioning will allow initial access to BizX instanceNote: External BizX SSO must not be turned on yet

• Under Legacy permissions framework, the Admin user should have all the needed Admin privileges by default. In addition, user permission can be manages in the Administrative Privileges link of Admin Tools.

• Under Role-Based Permissions framework, the Admin must set up three permissions in Admin Tools (note, to see the changes in the site, the browser needs to be cached after each of the steps below): Add yourself to the RBP Admin Group under Manage Role-Based Permission Access Create a Permission Group WFA Users

– Note: Assuming that this process is for WFA-only customers, set All Active Users to be assigned to the group

Create a Permission Role WFA User, assign the role access to WFA module:– Reports Permission > Inform Reports


Creating BizX accounts

1. BizX Admin Login BizX Admin Tools Import Employees (Export Employees)

2. Using the User Data Import Template csv file: 1. Fields A to I: Are most commonly set to re required in the BizX Data Model and need to be included in

the import file

Note: Upload as .csv file type as .xls will produce error


“Inform Reports” gives BizX users access to WFA/WFP Product

Legacy Permission Framework:

Admin Tools > Dashboard/ List View / Spotlight View / Report Permission

Find User > Enable the Inform Reports option for the appropriate user.

Role Based Permission Framework:

Admin Tools > Manage Permission Roles > Choose the role that the user is in > click the Permission button (under Permission Settings)

Find User/Role > Enable the Inform Reports option for the appropriate user/role.

If you do not see Inform Reports setting option, then Provisioning has not been set up correctly.

This enables the “Analytics” sub tab in SFSF

Step 5: WFA User Updates


WFA/P Instance Admin Access

• Given this guide describes how to enable access via BizX for WFA/P only customers then more than likely the PS person configuring this for the customer will already have a WFA/P admin account.

• If not then admin access to WFA/P needs to be approved before it can be granted. Contact the regional PS lead for WFA/WFP for approval.


WFA Bulk Upload to link accounts

1. WFA Admin SuccessFactors Admin Bulk User Upload

2. Using the Bulk User Load Template excel file: 1. Columns A to F: Enter in the details of the users that already exist in WFA

2. Column O: insert SFSF details obtained from the Employee/User Export feature in BizX Admin Tools

WFA User Maintenance Info SFSF Employee Export

Note: Upload as .xls file type as .xlsx will produce error:“The uploaded file was of an incorrect file type 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'. The file must be a Microsoft Excel spreadsheet. Please try again.”

BizX Company ID is found in Provisioningunder Company Settings

Template

Step 6: WFA Instance Configuration


Org Local Configuration Updates

Ensure the “Inform Only Customer” checkbox is ticked on the Org Local Configuration Admin page.

This will prevent the deep links from WFA to BizX from appearing.

Also leave the “Default Auto Create User Role” blank to prevent automated creation of user accounts in WFA.

WFA Customer Org Id Admin SuccessFactors Admin Org Local Config Admin

Step 7: BizX Home Page Configuration


Home Page - Conceptualisation


End User Experience

• A requirement is that WFA only customers must use the new Home Page framework as this framework supports an approach whereby all BizX specific objects may be removed from the Home Page.

• The Home Page framework also supports WFA analytical tiles

• There are two options for an end user experience for WFA only customers. Once logged into BizX, WFA users could:

bypass the BizX Home page altogether and be directed straight to their default portal page associated with their role in WFA. So the first thing the user sees after logging in via BizX is their standard WFA default portal page. These users would be configured to select the “Analytics” tab as their default page on login. See following slide.

default to the BizX Home Page and the Home Page contains only navigation elements, tiles and content specific to WFA (e.g. Headlines, Youcalc/WFA analytics tiles, Quick Links). From here these users could access WFA in one of the following ways:

o via the Analytics/Planning TAB in the module picker

o by clicking on a Headline tile

o by clicking on a measure name link in a Youcalc/WFA analytics tile

o By clicking on a link in the quick links tile.


Bypassing the BizX Home Page

For users who wish to bypass the BizX Home Page they can choose Analytics as their Start Page.

When they login they will be automatically logged in WFA and will not see the BizX Home Page.


BizX Home Page configuration – Default Tiles

On the “Default” tab place all the tiles that you want all users to see when they access the Home Page.


BizX Home Page configuration – Available Tiles

On the “Available” tab place all the tiles that you want users to be able to add to the Home Page via the “Tile Browser”


BizX Home Page configuration – Default Tiles

On the “Not Used” tab place all the tiles that you don’t want users to see via the Tile Browser. Note customer administrators will still be able to see these til on the Not Used tab.


Youcalc/WFA Analytics Tiles

To configure these tiles refer to the product guide in Confluence.

http://confluence.successfactors.com/display/PRODINFO/Configuration+Guide+-+Youcalc+Dashboards




Headlines Tile

To configure this tile contact Analytics Product Management.


Quick Links Tile

To configure this tile use Manage V12 Home Page in SFSF Admin. All URLs configured in this tile are set up by a Home Page admin and cannot be changed by the end user. So it is important to chose links that are available to the majority of users.

These are links to 2 reports and require the “book identifier” to be encoded into the URL. Only use these types of links if there are a few targeted reports that are made available to the majority of users

These are links to 3 tools . Only use these types of links if there are a few targeted tools that are accessibly by the majority of users


Quick Links Tile – Links to WFA Reports

To set up a quick link to a WFA report use the following format for the URL:

• https://salesdemo4.successfactors.com/sf/inform?&reportId=<report identifier>&pageNo=<report

page number>

• Replace salesdemo4.successfactors.com with the appropriate BizX application environment

• Replace <report identifier> with the “BookId” from the URL in WFA. See following slide for an

example.

• Replace <report page number> with the page of the report you want to show.

So if we were to try to link to the report on the next slide the URL would be

• To access page 1 of the report either of the below are valid:

• https://salesdemo4.successfactors.com/sf/inform?&reportId=3d14b4c2-fee7-4489-9c1d-

487551932838


487551932838&pageNo=1

• To access page 2 of the report:


487551932838&pageNo=2


Quick Links Tile – Links to WFA Reports


Quick Links Tile – Links to WFA Measures

To set up a quick link to a WFA Measure Template Page use the following format for the

URL:

• https://salesdemo4.successfactors.com/sf/inform?&measureId=<measure identifier>

• Replace salesdemo4.successfactors.com with the appropriate BizX application

environment

• Replace <measure identifier> with the WFA Measure Identifier. Note this is not the

descriptive measure name . It is the internal measure identifier. You can determine this

by looking at the Measure Override administration tool in WFA. See following slide for an

example.

So if we were to try to link to the measure on the next slide the URL would be

• https://salesdemo4.successfactors.com/sf/inform?&measureId=EOPHc


Quick Links Tile – Links to WFA Measures


Quick Links Tile – Links to WFA Tools

To set up a quick link to a WFA Tool use the following format for the URL:

• https://salesdemo4.successfactors.com/sf/inform?landingPage=<tool>

• Replace salesdemo4.successfactors.com with the appropriate BizX application

environment

• Replace <tool> with the appropriate whitelisted location in WFA. You can determine

these locations by looking at the Dynamic Token Link Admin in administration tools

in WFA. See following slide for an example.

So if we were to try to link to the Target Setting tool on the next slide the URL would be

the below. Look in the Mnemonic column to determine what the tool name should be:

• https://salesdemo4.successfactors.com/sf/inform?landingPage=TARGETSETTING


Quick Links Tile – Links to WFA Tools

Known Limitations


Known Limitations

1. It is not currently possible to turn off “Notifications” under “Options”. A Platform enhancement Jira has been raised for this this request (http://jira.successfactors.com:8080/browse/PLT-23441)

2. It is not currently possible to turn off “Forms” under “Options”. A Platform enhancement Jira has been raised for this this request (http://jira.successfactors.com:8080/browse/PLT-23441)

3. The “Reporting” link remains visible for users even though no BizX permissions are enabled supporting Reporting features (http://jira.successfactors.com:8080/browse/AYT-9423 )

See following screen shots.

http://jira.successfactors.com:8080/browse/PLT-23441




http://jira.successfactors.com:8080/browse/AYT-9423




Limitation: “Notifications” under “Options”


Limitation: “Forms” under “Options”.


Limitation: The “Reporting” link remains visible