Manual

SAP® Workforce Performance Builder Manager

Target Audience

Public Document 25/04/2012

■ Authors ■ Reviewers ■ Consultants ■ Administrators

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Manual: mySAP Manager

6 04 2012

Contents SAP Workforce Performance Builder Manager .............................. 9

Introduction .......................................................................................... 10 Technical Support ...................................................................................... 11 System requirements ................................................................................. 12

Internet Explorer settings ..................................................................................................... 13 Settings for Mozilla Firefox................................................................................................... 14 Safari settings ...................................................................................................................... 15

Basic information ................................................................................. 16 Write token .................................................................................................. 16 Roles and permissions .............................................................................. 16 Self-registration .......................................................................................... 17 References .................................................................................................. 17 Version control ........................................................................................... 20

Areas ..................................................................................................... 21 Workareas ................................................................................................... 21

Project Explorer ................................................................................................................... 22 Unreferenced entities ........................................................................................................ 23 My unreferenced entities ................................................................................................... 23 Resources ......................................................................................................................... 23 Recycle bin ........................................................................................................................ 24

Property Sheet Editor ........................................................................................................... 24 Header area ...................................................................................................................... 24 Tab overview ..................................................................................................................... 25

Editing with the HTML Editor .......................................................................................... 26 Tasks tab ........................................................................................................................... 27 Courses tab ....................................................................................................................... 29 Item tab.............................................................................................................................. 29

Exchanging attachments ................................................................................................ 29 Amending displayed objects ................................................................................................ 30

Switching workarea ........................................................................................................... 30 Using tags to filter objects ................................................................................................. 30 Moving objects .................................................................................................................. 30

Creating new Objects ........................................................................................................... 31 Administration ............................................................................................ 33

Users .................................................................................................................................... 33 Organizational units ............................................................................................................. 35

Creating new organizational units ..................................................................................... 36 Moving organizational units ............................................................................................... 36 Deleting organizational units ............................................................................................. 36

Roles .................................................................................................................................... 37 Predefined roles ................................................................................................................ 37 Creating roles .................................................................................................................... 38 Adding to a role ................................................................................................................. 38

04 2012 7

Deleting a role ................................................................................................................... 39 Activation / Deactivation of roles ....................................................................................... 39

Rights management ............................................................................................................. 39 Registration codes ............................................................................................................... 43 Broadcast ............................................................................................................................. 43 Status ................................................................................................................................... 44 Workflows............................................................................................................................. 44

Initial Actions ..................................................................................................................... 45 Additional actions .............................................................................................................. 46 Example of use .................................................................................................................. 47 Distributing workflows ........................................................................................................ 49

Types ................................................................................................................................... 50 Priorities ............................................................................................................................... 51 Milestones ............................................................................................................................ 52 Workareas / tags .................................................................................................................. 53 Scheduler ............................................................................................................................. 53 Assignments ........................................................................................................................ 53

Managing the assignments ............................................................................................... 54 Course assignment and display options ........................................................................... 55

Learning path .................................................................................................................. 59 Export of assignment list ................................................................................................... 60

Server settings ..................................................................................................................... 61 Versioning ......................................................................................................................... 61 Notification ......................................................................................................................... 61 GUI .................................................................................................................................... 62 Automatic User Deactivation ............................................................................................. 63 Automatic Excel Import ..................................................................................................... 63 Automatic LDAP Import ..................................................................................................... 63 Single sign-on .................................................................................................................... 64 Security.............................................................................................................................. 65 Search ............................................................................................................................... 66 Miscellaneous .................................................................................................................... 66

Server installation ................................................................................................................ 67 Server import ....................................................................................................................... 67 Server SSO Configuration ................................................................................................... 67

Tasks ........................................................................................................... 68 Task list ................................................................................................................................ 68 Detailed view ........................................................................................................................ 69

Editing watchers ................................................................................................................ 69 Free tasks ............................................................................................................................ 70 Status report ........................................................................................................................ 71

learning reporter......................................................................................... 73 Display variants .................................................................................................................... 73

User reports ....................................................................................................................... 74 User by assignment ........................................................................................................... 75 User by progress ............................................................................................................... 76 Lesson reports ................................................................................................................... 77 Lessons by assignment ..................................................................................................... 77 Lesson Step Report ........................................................................................................... 78

Common tasks ..................................................................................................................... 80 Detailed view of a list item ................................................................................................. 80

Manual: mySAP Manager

8 04 2012

Change selection ............................................................................................................... 81 Saving selected reports ..................................................................................................... 82

Subscribe to reports ........................................................................................................ 83 Filter options ...................................................................................................................... 84 Exporting the results .......................................................................................................... 85

Learner view ............................................................................................... 86 Explanation of the display options ....................................................................................... 86 Playback of contents ............................................................................................................ 87 Displaying learning progress ............................................................................................... 87

Certificate .......................................................................................................................... 88 Searching for content ........................................................................................................... 88 The commentary function .................................................................................................... 89

Bookpage Editor......................................................................................... 90 The bookpage editor .................................................................................. 90

Books and Book Pages ........................................................................................................ 91 Basic principle and structure ................................................................................................ 91

Defining the design ............................................................................................................ 91 Inserting objects ................................................................................................................ 92

Objects in bookpages .......................................................................................................... 93 Bookpage objects ................................................................................................................ 93

Objects for different information ........................................................................................ 94 Arrow............................................................................................................................... 94 Bubble ............................................................................................................................. 95 Image .............................................................................................................................. 96 Text Box .......................................................................................................................... 97 Placeholder ..................................................................................................................... 97 Active Area ..................................................................................................................... 98 Text Pop-Up .................................................................................................................... 98

Linking content from the Workarea ................................................................................... 99 Content overview .......................................................................................................... 100

Embed documents .......................................................................................................... 101 Integrating media files ..................................................................................................... 101

Individual format settings .............................................................................................. 102 Creating a Flash button ................................................................................................ 103

Object editing ..................................................................................................................... 104 Editing parameters .......................................................................................................... 104

Settings ..................................................................................................... 105 User Info............................................................................................................................. 105 User Settings ..................................................................................................................... 106

Security settings ................................................................................ 107 Origin restrictions for administrative roles ............................................ 107 Separating content and administrative tasks ........................................ 108 Password restrictions .............................................................................. 108

Applying restrictions to Excel import .................................................................................. 109 Browser settings to use single sign-on ................................................. 110

Settings for Mozilla Firefox................................................................................................. 110 Settings for Internet Explorer ............................................................................................. 110

Glossary .............................................................................................. 111

Introduction

04 2012 9

SAP Workforce Performance Builder Manager

Introduction

10 04 2012

Introduction Welcome to the SAP Workforce Performance Builder Manager!

In offering you the Manager, SAP is providing you with a server-based, collaborative production environment for everyone involved in creating learning content.

The aim of this application is to create an interface bringing together on a role basis all individuals and groups of individuals involved in generating and optimizing knowledge, thus establishing a central point of contact for your organization's knowledge management. In so doing, the browser-based administrative interface allows you to maintain an overall view of, and monitor the progress of, the learning content held on the server, thereby providing you with support encompassing all stages of an added value chain. While authors regularly use Producer to record processes and upload them from Producer to the Manager, Subject Matter Experts are already able to check that the content is correct and inform authors about missing or incorrect segments. If specific errors in a project did not occur until later, the project can be restored to an earlier version.

The version control of the objects held on the server also allows an already published project to be revised without having to create a copy of the project. Once the project has been revized and finalized, the previously published version can be replaced by the current one.

This enables you accurately to portray the organizational units within your organization and thereby assign users to roles you have defined by location. Consequently, you can support all of your company's roles with lessons specific to an area from just one topic workarea. As a result, many lessons only need to be compiled and maintained once. If learning content is published, it is immediately available for all assigned learner roles. Publishing different areas to a specific folder is no longer necessary, the same being true of the number of publishing processes to which this gives rise.

The Manager also enables you to capture your learners' learning behavior and learning success and thus analyze whether the learning goals are being achieved as you planned. As a result, you are able to identify topics that are difficult to comprehend and optimize their learning effect. As a result, learning processes become more efficient and comprehension and implementation performance is enhanced.

Read the chapter Basic information for an introduction to the Manager's essential technical functionality and use Manager to give your knowledge management a boost.

Introduction

04 2012 11

Technical Support Please use the SAP Message Wizard on the SAP Service Marketplace to submit your incidents on the following components:

• KM-WPB // Workforce Performance Builder

• KM-WPB-PRO // Workforce Performance Builder – Producer

• KM-WPB-IPR // Workforce Performance Builder – Instant Producer

• KM-WPB-MGR // Workforce Performance Builder - Manager

• KM-WPB-NAV // Workforce Performance Builder - Navigator

If you are not familiar with the SAP Service Marketplace, please read the following information:

• To access the SAP Support Portal you need an S-user ID and password. You can request access data from your SAP Super Administrator or register online on the SAP Service Marketplace page under ‘Registration‘.

• With this user, you have read-access to all the contents of the SAP Support Portal, you can use the SAP Community Network and SAP Help Portal, and you can also book courses under SAP Education.

• If you want to work with the support applications (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.

• 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.

Note:

The Producer diagnosis function can also be used to check the technical data of the installation on your computer (version, operating system, browser, etc.). Open Producer and select Diagnosis… over the Help menu. The Producer transmits the required information automatically and lists this in a corresponding dialog box. This information can also be saved as a text file and sent as an E-mail attachment to the SAP support staff.

Introduction

12 04 2012

System requirements The following requirements are to be observed in order for the trainer to be used without problem, thus ensuring that lessons are played back successfully:

Browser Version Operating system

Internet Explorer 7.0 - 9.0 Windows XP, Vista or Windows 7

Mozilla Firefox 3.6, 8.0 – 10.0 Windows XP, Vista, Windows 7, Mac OS X 10.5.x

Safari 4.0 - 5.1 Windows XP, Vista, Windows 7 or Mac OS X 10.5.x

Note:

See following notes to avoid problems while playback of lessons:

• Consider to deactivate additionally installed browser toolbars having pop-up blocker functionality.

• These add-ons are known to cause trouble while playback of lessons and should be deactivated:

• Skype browser plug-in

• Adobe PDF Link Helper

• DivX HiQ

• DivX Plus Web Player HTML5

• Possibly it may happen that Flash contents are displayed incorrect. In this case please uninstall and reinstall the Flash plugin (don't do update only).

Introduction

04 2012 13

Internet Explorer settings To apply Internet Explorer settings, open Explorer and navigate to the Internet Options command in the Tools menu.

The following settings are to be set to Activate in the security settings under Security -> Internet/Intranet -> Customize level:

• ActiveX controls and plug-ins

• Binary and script behavior

• Scripting

• Active Scripting

• Script-initiated windows without size or position restrictions

• Miscellaneous

• Permit META REFRESH

• Launch programs and files in an IFRAME

• Transmit unencrypted form data

To play back lessons using the trainer locally or from CD, the following settings need to be set to Activate on the Advanced tab in the Security area:

• Permit running of active content in files on the local computer

• Permit running of active content from CDs on the local computer

Popup blocker The pop-up blocker needs to be deactivated to display lessons in the trainer. This option can be accessed via the Tools -> Pop-up blocker menu.

Alternatively, you can input the corresponding URL in the pages that are enabled for pop-ups, in the Pop-up blocker settings.

Printing the stop page To enable the stop page of the trainer to be printed correctly,you must enable the printing of the background elements. Please activate the option "print background colors and images". This can be found under the "further options" tab in the "print" section.

Additional settings for Internet Explorer 7

The following setting is to be activated in the security settings for Internet Explorer 7:

• Permit opening of windows without address or status bars for web sites

Additional settings for Internet Explorer 8

The following settings are to be activated in the security settings for Internet Explorer 8:

• Permit opening of windows without address or status bars for web sites

• Display video and animation on a webpage that does not use external media player

Additional settings for Internet Explorer 9

To enjoy error-free playback of learning contents it is necessary to deactivate the Protected Mode.

Introduction

14 04 2012

Settings for Mozilla Firefox The following browser settings are required for trouble-free display in Mozilla Firefox.

Changes in the settings dialog Select the Settings item in the Tools menu in the open browser. Now go to the Content item in the settings dialog to see the required options.

• Deactivate the setting Block pop-up windows.

• Enable the use of JavaScript using the Activate JavaScript option.

Click on the Advanced button to open Advanced JavaScript settings. Activate the following options:

• Position window before or after other windows

• Hide status bar

• Change status bar text

Settings using about:config Additional browser configuration settings are available to you in Firefox. You can access these settings by entering about:config in the address bar and confirming with Enter.

The following options are to be set to the value true:

• dom.allow_scripts_to_close_windows This setting allows the browser windows to be closed.

• signed.applets.codebase_principal_support This setting displays browser windows in fullscreen mode.

• The following options are to be set to the value false:

• dom.disable_window_open_feature.resizable This setting prevents the size of an open browser window from being changed.

• security.fileuri.strict_origin_policy This setting allows links to be executed if an HTML page is launched from a local drive.

A setting can be activated by double-clicking on it. It is then displayed in bold text and the value true is set.

Printing the stop page To enable the stop page of the trainer to be printed correctly, you must enable the printing of the background elements. Please activate the option "print background (colors and images)". This can be found on the page "set up dialog" under file > page set-up.

Note:

Because of the settings that have been activated, when starting the library or a lesson in the trainer you will see a security message. Confirm this with Allow. If necessary, activate the option Remember this decision so that the security message is not displayed each time the library is started.

Note:

The bubble audio effects in lessons and in the book reader actions are in WAV format. A Windows Media Player plugin is required in order to be able to play back the files in Firefox. You will find further information on the subject at: https://addons.mozilla.org/en-US/firefox/browse/type:7

Introduction

04 2012 15

Safari settings Specific browser settings are required for trouble-free display in Safari.

To do so, open the browser's settings dialog using the Edit -> Settings menu. In this menu, select the Settings area and apply the following settings:

• Activate JavaScript by selecting the Activate JavaScript option.

• Deactivate the pop-up blocker by deselecting the Block pop-ups option.

• Permit the use of cookies by activating the option Always or Only from websites that I visit.

Printing the stop page (OS X only) To enable the stop page of the trainer to be printed correctly, you must enable the printing of the background elements. Please activate the option "print background" in the print dialog.

Basic information

16 04 2012

Basic information It is advantageous when dealing with Manager to observe a few basic technical principles of the Manager. The following sub chapters are intended to furnish you with a brief introduction to the Manager's essential functions.

Write token To avoid mistakes caused by updating objects while simultaneously jointly working on objects stored on the server, objects stored on the server are to be provided with a Write token. This can only be fetched by one author at a time for editing and returned when editing is complete. As long as an object's Write token is issued to an author, the object can only be read by other authors, but not edited. An object's status at any given time is indicated in the Property Sheet Editor in the Manager header.

You can acquire the Write token directly in the Manager by clicking on the button illustrated above (per object) or else load it in the Producer (selection of multiple objects) upon commencement of local editing. For more information on the subject, read the Producer Help.

Roles and permissions The Manager is a role-based server application. That means that each user is assigned to a role with particular permissions. Those permissions as defined by each role are regulating the ability of assigned users to read and/or edit areas and objects in Manager. The user administering the server permissions can create as many roles as he likes by issuing permissions to subareas. By the same token, as permissions are inherited, additional subroles can be created possessing specific special permissions within a defined role.

Upon installation, the Manager already contains a number of predefined roles that can occur in typical scenarios.

Basic information

04 2012 17

Self-registration The Manager enables you automatically to add users to defined roles and organizational units when registering them.

That means that you do not need to set up users yourself but only define roles and organizational units. When setting up the latter, you assign them self-defined 4-10 digit registration codes.

Once you have finished setting up the roles and organizational units you can inform the users in an e-mail of the availability of the server and send them the registration code they are to enter.

This code comprises the registration codes both of the organizational unit and the role together and is separated by a hyphen.

Registration code format:

Organizational unit - Role

If for example you have set up an organizational unit Berlin with registration code 12345 along with users who are to log on to this organizational unit with the roles of author and learner then you assign the code 1000 to the author role and the code 2000 to the learners' role. This means that you then send two e-mails to the respective users:

• To all authors in Berlin with registration code 12345-1000.

• To all learners in Berlin with registration code 12345-2000.

After entering this code, users will automatically be assigned to the organizational unit Berlin and their individual roles one they have confirmed the inputted data.

References When working with the objects saved in the Manager and displaying them in the Project Explorer's tree structure, attention needs to be paid to their mutual dependence. Superordinate objects contain information on their subordinate objects and are thus responsible for their position within the tree structure or else pass on information to them. These references can be lost or intentionally rejected in some application scenarios.

Basic information When editing objects in the workarea, a distinction must be made between an object's internal information and object-related information. An object's internal information is all of an object's content-related information such as the object parameters displayed in the Object Editor and the parameters of all macros and elements the object contains. Object-related information is all external information about the object, e.g. the unique UID of the object or the reference. The reference in this case represents a superordinate object's information about its sub-objects.

Note:

Users can be assigned to a number of roles. All further roles in addition to the role assigned under self-registration have to be assigned manually at a later date in the administration system.

Basic information

18 04 2012

Saving structural changes If an object is moved, renamed, re-created or deleted, this change is saved or deleted as information in the superordinate object. If you have made structural changes, please ensure the following:

1. After moving within the same level, renaming, deleting or re-creating Save your changes by selecting the superordinate object and saving it on the server.

2. After moving to another superordinate object Save your changes by saving both the old and the new superordinate object on the server.

If you save a newly created object on the server without also saving the superordinate object, the superordinate object is not given any information about the new sub-object. This object is then saved in the unreferenced objects. If you save the superordinate objects on the server later on, the unreferenced object is correctly integrated into the data structure.

Deleting objects with sub-objects When deleting objects with sub-objects, it is possible to only delete the selected object without deleting its sub-objects. However, because this object contains the structural information about the sub-objects, the references to the direct sub-objects are consequently lost. To ensure data consistency and to make it easy to find the objects you keep, they are saved in the unreferenced objects.

Data consistency when working with a multi-author team Collaboration among multiple authors in a content tree can lead to problems particularly when several members of the team are allowed to make structural changes. One example is when Author A deletes a partial string in which Author B has sub-objects that are being edited. If Author B then saves the edited content on the server, the string or a superordinate object no longer exists. To prevent canceling the process and any data inconsistency resulting from overlapping editing steps, the unreferenced objects can now be saved on the server, found again within the unreferenced objects and reintegrated into the structure.

Application example for the systematic use of non-transferred references Project-coordinating roles can reject or stop references from being correctly transferred to prevent structural intervention starting from a particular structural level or to allow structural change only through their own actions. The managing role, for instance, can assign individual sub-strings to the author team for editing/completion and prevent the content edited by the authors from appearing in a structure that has been already published by not issuing write access to the superordinate object. The objects are thus saved within the unreferenced objects for the entire creation, editing and quality assurance process. Only once all of the sub-strings created by the respective authors have successfully passed quality assurance are they integrated into the structure by the managing role.

Basic information

04 2012 19

Examples for explanatory purposes The following graphic shows you various examples using a small sample structure. These are explained below.

1. Small structural change

The structural changes in the two sub-groups of the top group and the content change to 2) are not relevant in this case. An object only has information about direct sub-objects but not their further sub-structure.

2. Internal object changes Content changes are transferred by directly saving the object.

3. Moving objects If objects are moved within their level, this change in the order has to be saved with the superordinate object. This object does not have write access in the case described. In this case, the Producer prompts you for the necessary write access to move the superordinate object. Confirm the prompt to automatically obtain write access and move the object as required. To transfer your changes to the server, now save the superordinate object introduction.

4. Deleting objects Deleting an object linked to the server is a structural intervention with various consequences.

• If the introduction group is deleted, it can either be deleted with all sub-elements or individually without deleting the sub-elements. In both cases, the deletion must be transferred to the server by saving the superordinate object German learning content. If you want to keep the sub-elements, you can find them in the unreferenced objects.

• If the Service order object is deleted, this deletion must be transferred by saving the introduction object to the server. Until this point, the object appears in the structural display of the server as a deleted element.

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• If the introduction object is deleted, no change must be transferred to the server because these objects have not yet been created on the server (you can tell because there is no status symbol for write access).

5. Creating and saving objects for the first time If you have created new objects and want to add them to the server, open the Save all Objects on the Server function via the context menu of the last superordinate object which already contains the link to the server In the example shown, this is the group English contents. If you add the new objects using the context menu of the introduction group, the objects are saved on the server under unreferenced objects.

Version control When working with objects in the Manager, intermediate versions of the objects being edited are saved, depending on the time interval between editing or else as mandated manually. These are referred to as versions. Especially in regard to the notion of the Added Value Chain, version control offers you numerous avantages when it comes to the process of creating and refining your learning content.

For example, all intermediate versions can be restored with their respective changes. Moreover, content that has already been published can be optimized in a more up to date version, invisibly to the learners, and published in place of the previous version, once complete. By the same token, it is possible to "jump" within the various versions, so that in the event, for example, that an important element is missing in one lesson, it can simply be copied from an older version into the current version.

That means that the author can always retrieve and use the various editing states in the Added Value Chain process.

Attention:

If you edit or create an object in the level below the top group, make sure to only obtain write access for the top group for as little time as necessary. When you have write access to the top group, you prevent other authors from loading objects to the server.

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Areas The following chapters are your introduction to the different areas of the Manager and how they are structured and function.

Workareas The workarea view is divided into the Project explorer (1) on the left-hand side and into the Property Sheet Editor (2) on the right-hand side.

Note:

Please bear in mind that as a result of your assigned rights, you will not be able to access a number of these areas or will only be able to use them with limited functionality. Should a number of the functions described below be missing in your role-specific work with the Manager, please contact your administrator.

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Project Explorer The objects contained within a workarea are displayed in the Project explorer's tree structure. This is broken down into the following areas and content:

• Work area The topmost entry in the tree structure shows which local and central workarea has been selected.

• Resources List of all of the resources available in a workarea for organization and editing.

• Resource group

• Resource

• My unreferenced objects The My Unreferenced Entities area is where Workarea objects are filed that were edited by the current user and are not assigned to any base group.

• Topmost group (freely definable) The Topmost group is the basic group with all of the workarea's available learning content.

• Group

• Project: Simulation

• Modes

• Documents

• Project: Kontext-Assistent

• Modus

• Book

• Book page

• Master document

• Text unit types

• General

• Task

• Concept

• Reference

• Subsystem

• Component

• Function

• Requirement

• Problem

• Error

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• Task

• Unreferenced objects unreferenced objects are where workarea objects that are not assigned to any base group are filed.

• Recycle bin The recycle bin is where deleted objects are filed.

Unreferenced entities The group Unreferenced Entities contains all objects whose reference to superordinate objects has been removed or which has been lost while saving from Producer to Manager. Find out more about this in the chapter References.

My unreferenced entities As with the group Unreferenced Entities, the group My Unreferenced Entities contains all the objects whose reference to superordinate objects cannot be correctly read or which has been destroyed. However, in this group you are only shown those unreferenced objects you last edited respectively whose write permission you last possessed. This makes it easier for you to locate the objects you edited and which are no longer to be located in the tree structure.

Resources The Resources area is where you will find all the necessary workarea files and settings for creating and playing back learning content. These are broken down into resource groups each with their own individual resources.

You can use the structure to apply settings for individual resources and exchange resources when using a central workarea.

Note:

The scope of the displayed objects depends on your assigned rights and may therefore vary.

Attention:

For playback of navigation projects it is required to have a local installation of the SAP Workforce Performance Builder Navigator in version 8.3 at least. If you are starting navigation projects from project explorer view, it will be necessary to start them using view filtered by tag published. Read more about using tags for filtering shown objects.

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Recycle bin The Trash is where all the deleted objects are collated. It enables objects to be restored as well as finally deleted. Separate rights are required to use the recycle bin.

Property Sheet Editor The Property Sheet Editor provides you with all the relevant information and options for the object currently selected in the Project explorer.

The view of the Property Sheet Editor is broken down into the header area (1) and display areas of the respective tabs (2).

Header area

The following options are available to you in the Property Sheet Editor header area:

1. The version display The version display shows you the current version of the object. If the object comes with the tag published there will be a note behind the version number to the effect that this object has been published.

2. The action menu Next to the version display is the action menu offering you the following options:

Quick publishing If the object has not yet been published the menu offers you the following publication options:

• publish! for quick publication of the current object

• publish all objects! for quick publication of the current object including all sub-objects

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Quick unpublishing If the object has been published the menu offers you the following options for non-publication:

• unpublish! for quick non-publication of the current object

• unpublish all objects! for quick non-publication of the current object including all sub-objects

Version/tag management for the current object The menu item Versions / Tags launches the dialog window for managing versions and tags. This shows you a list of the versions of the current object already created as well as the tags assigned in the versions and enables you to display and edit the respective versions and their assigned tags.

• Click on a corresponding list entry or the corresponding link show version to display the selected version in the Property Sheet Editor and edit it if applicable. In this case the dialog window closes automatically.

• Click on edit tags to launch the dialog for amending the tags. Amend the tag assignments by selecting the relevant checkboxes in front of the itemized tags. In the footer area of the dialog box under Further Options you can also apply your change to all sub-objects and send a message to object observers informing them of the change you have made.

3. Checkout and return write permission The button for the Write token enables you to check out or return the Write token. If the Write token has been assigned, the PC on which it is currently being used will be shown next to this button. By clicking on the restore WT button, you can, if you possess the required authorization, enforce checking out of the write permission.

4. Preview The preview button appears when you view the properties of a group or book. This button enables you to launch the library in order to preview the content incorporated within the group or launch the book with the book pages incorporated within it in the book reader.

5. Delete By using button Delete you are able to put objects into recycle bin.

Tab overview The overview shows you the title and description of the object in question and offers you the opportunity to edit them. This requires you to possess the write permission for the object in question. The overview also enables you to hide objects using the Hide radio button. These are then grayed out in the Workarea and are not visible in the Learnerview, even if they have already been fully published.

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Editing with the HTML Editor The HTML Editor allows you to specify the object’s formatting and to enhance the object by incorporating links and images. Once you have begun your editing work, click in the text area for the description and the HTML editor will appear.

The tool list offers you a variety of formats and enhancement options:

Element Discription

Set font family

Set text size

Set text to bold

Set text to italic

Underline text

Remove font settings

Text alignment: Align text to the left, centered or to the right

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List formats: Bulleted list / numbered list

Increase / decrease indent

Insert link / image

Set font color

You can also activate the view directly from the HTML editor and the plain text view. To do so, click on the button Text which can be found at the bottom of the editor. From this view, you can modify predefined HTML formats.

Note: only HTML formats that are created via this toolbar are supported. All other format tags or Java script will be automatically removed upon saving the file.

.

Tasks tab The task overview shows you a list of all of the server procedures performed on the object currently selected. This provides you with a quick overview of which procedure was performed on the object and by whom. If, for example, the editor in question has commented on changes that have been made, these comments will also also be displayed in the list. Entries with a commentary are identified with an arrow icon in the first column. Clicking on the corresponding entry or arrow icon opens the entry and displays the additional comment.

You have the following options for adding new entries to this list:

By editing the sequence of events

The header area of the overview provides you with all the necessary value fields for editing the sequence of events. If these have already been edited in early procedures, they will contain the most recent values. Amending the values will replace the comment button (1) with the Save and Cancel (2) buttons.

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Clicking on Save after committing the changes will display the Save dialog window enabling you to reassign, change the status of and add a comment. You also have the option of deactivating automatic notification of all watchers. To do so, deselect the Send mail to watchers radio button. Click on Save to complete changing the sequence of events. Find out more by reading the Tasks chapter.

By adding a commentary

The new comment button is available to you for adding a comment to the processes, or applying an assignment or status change. Write permission is not required to add a comment.

Clicking on the button New Comment will open the dialog window New Comment .

In the dialog window you will find the text boxes Title and Text for inputting your data. You also have the option of deactivating automatic notification of all watchers. To do this, deselect the Send mail to watchers radio button.

Once you have made your entry in both fields, click on the Save button.

Your comment will now appear in the list, the entry in the Title field being displayed under Event , whereas in similar fashion to the other entries, the comment itself will be displayed beneath the column values of the current event.

Note:

Ensure the name of the title you enter is clear and concise so that you can quickly assign your comment.

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Courses tab After launching the Course tab you will receive a list of learners and learning groups to whom the current object was assigned as learning content.

You can use the Add button (1) to assign the current object to additional learners and learning groups or else revoke the assignment in question by clicking on the recycle bin icon (2) behind the identities.

Assigning objects to learners or learning groups does not require possession of the object-specific write permission.

An Assignment has to be defined by the assignment dialog, which offers you the specific options for the creation of the assignment. Please read the chapter Course assignment and display options for a detailed description of the dialog and the available settings.

Item tab The item overview of all of the sub objects belonging to an object. By clicking on the Show streams button, you also have the ability to view all the files associated with the object. You can launch the files directly by clicking on the relevant name. The result of this is that, if the browser itself cannot display it, the file is offered as a download, which is then opened with the appropriate associated application within the system.

Exchanging attachments The ability to exchange attachments allows you to change specific files of server contents without having to use a Producer, e.g., when you would like to replace a specific graphic image with another one. How to exchange an attachment:

1. First, click on the button Start editing.

2. From the Attachments tab, click on the button Files.

3. A list of attachments will appear. Click on the link Exchange attachments following the attachment name that you would like to replace.

4. A dialog field will appear. Click on the button Search... and select the file that should replace the existing attachment.

5. Lastly, click on Upload to exchange the attachments and to close the dialog box.

Note:

Please note that content assigned to learners and learning groups will only be visible if the published tag has been set against them.

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Amending displayed objects The scope of the objects displayed may vary depending on the workarea selected and filter options applied. Below you will find a description of how you can switch between workareas and use tags as filters.

Switching workarea If you are using a number of workareas and want to toggle between them, click on the

expansion button adjacent to the Workareas menu item. This will open a drop-down list showing you the available workareas and the tags created for them. Clicking on a name will display the corresponding workarea. If in the drop-down list you select a tag that is assigned to a workarea, then this workarea will be displayed in filtered form, in accordance with the tag.

Using tags to filter objects The workarea objects being displayed can be so as a function of the tags assigned to them. In the heading area, click on the tag view to display the tags available in the work area in a drop-down list. Select a tag by clicking on the corresponding name. By doing this, you can example restrict the objects that are displayed only to objects that have already been published by selecting the tag:published tag as a filter.

Moving objects For rearranging the object tree you are able to use the option to move objects by cursor. Easy drag & drop enables you to sort your object tree as you like.

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1. Click onto the object, which shall be moved. Release the mouse button after clicking.

2. Click again onto the object, now with leaving the mouse button pressed.

3. Move the object towards the new position. While dragging a small arrow symbol appears beside the cursor showing you where you are able to drop the object. If the symbol changes into a warning symbol it shows you that there is no possibility to drop the object you are moving.

Creating new Objects The Manager allows you to create objects directly within the Project Explorer view without having to use the Producer to create any new structures within a workarea. The newly created objects are empty, which means that the author is responsible for providing the content. They serve as a framework to accurately guide you in your initial preparation work for the workarea's structure and also allow you to access and modify the structure of the object during the content creation process.

In addition, after having generated a Bookpage, with the help of the Bookpage editor, you can make edits directly in your browser and add content as desired.

The following objects can be created:

• Group

• Project (without indicating the project type)

• Book

• Book Page

• New file content (via uploading)

The following file extensions are supported when uploading files: Documents: doc, docx, dot, dotx, pdf, rtf, html, ppt, pptx, pot, potx, xls, xlsx Project content: js, dnt Images: bmp, gif, png, jpg, jpeg, tif, tiff Audio: wav, mp3, wma Video: avi, mov, wmv, swf, rm, mpg, mpeg

To create a new object, proceed as follows:

1. Select an existing object to which the new object should be added as a direct sub-object. NOTE: sub-objects cannot be created for project or book page objects.

2. Click on the button Start editing in order to receive the writing token for the corresponding object.

Note:

Note, that you have to own write permission for the object you want to move. Furthermore you have to own the write permission for the superior object where to move to.

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3. After obtaining the writing token for the object, the button New… will appear. Click on New… to open the selection menu for new objects.

4. Select the type of object that you would like to create.

5. A dialog field will then appear so that you can name the object. Enter a name and click on OK. If you would like to upload a file, enter a name for the file to be uploaded in the text field Title, then click on the button Browse... in order to find and select the desired file. Click on Upload to upload the file.

6. The new object has now been created and is ready to be used, e.g., it can now be assigned to an author.

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Administration The Administration menu item provides you with a drop-down list allowing you to access all the Manager's administrative areas.

This is then followed by a description of the administration areas in question. Please note that as a result of the rights assigned to your role you may not have access to a number of these administration areas or else may only be able to read them, but not edit them. The drop-down list will only provide you with the administration areas which are defined in your rights as being visible.

Users The user view enables you to set up new users and manage user profiles.

The view is broken down into the three areas described below:

Quick addition (1) The input fields in the quick add area enable you to create a user profile by supplying the most important data without having to launch and edit the entire input screen. Proceed as follows:

1. In the Selection area, select the appropriate organizational unit to which the user is to be assigned

2. Enter the values of the new user you wish to add in the input fields.

3. Confirm the data you have entered by clicking on the Add button or pressing the Return key.

Note:

Entering data in the Auth-Name input field is imperative if the user profile is to be set up successfully.

Note:

In order to be able to send newly created users an e-mail confirming their user data, the user creating the new accounts must have an e-mail address entered in his user data. This address is then specified as the sender.

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Selection (2) The Selection area provides you with the tree view of the organizational units so that you can assign your user profiles to the relevant organizational units. Select one of the organizational units displayed to view the assigned users.

If you select the organizational unit root you will be shown all the users.

User list (3) The user list lists all the available users as a function of the organizational unit selected. You can apply additional filters to the list of users displayed. To assist you, you have the text search in the input field Search : and the activated and deactivated users filter respectively in the drop-down list active : at your disposal.

Detailed information on a user appears in the Details area, situated beneath the list view, when placing the cursor above the corresponding list entry. You also have buttons for advanced editing of the user profiles available to you above the Details area.

In order to deactivate or activate a single or a number of user profiles, click on the appropriate button once you have selected the corresponding list entries. To select all users, check the checkbox in the header.

Edit user The pop-up input screen Edit User is launched by clicking on a list entry or the corresponding edit link of a list entry. It will also appear after clicking on the New... button, allowing a new user profile to be added.

The following values are available to you:

Value Description

Auth-Name The name used by the user in the login process.

Last name The user's last name.

First name The user's first name.

Middle names In the event of multiple first names, the name following the first forename.

E-Mail The user's e-mail address. In the absence of this information, this user will be unable to receive any automated e-mail notifications.

Phone The user's telephone number

Interface language Determines the language in which the Manager interface is displayed to the user. Changes will only be visible when you reload the page.

active Determines whether the user login is activated or blocked. Available statuses are:

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Active (selected)

Inactive (not selected)

Password The password the user requires to log in.

Password Security check to ensure that the password provided has been spelt correctly.

Organizational units The Organizational Units area enables you accurately to represent your organizational structure and thus clearly to assign your organization's members to locations, departments and task areas.

This makes it easier for you to categorize roles and the learning content allocated to them, for example. The overview of organizational units and their members can be imported from an LDAP server.

Read more about importing data records in the chapter entitled Server Import.

Attention:

If no e-mail address has been provided, users will be unable to receive automated e-mails. By the same token, a user who does not have an e-mail address cannot send automated e-mails, for example when creating new users.

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Creating new organizational units You have the quick add and Add resources available to you via the dialog box for creating a new organizational unit. Please ensure that the organizational unit you have selected in the Selection area of the displayed tree structure is the one which is to be placed above the new organizational unit.

Quick addition

1. Under quick add , in the input field Name enter the desired name for the new

organizational unit to be created.

2. As an option, enter a 4-10 digit registration code for the organizational unit for self-registration. Find out more in the chapter Self-registration.

3. Click on Add .

4. The Selection will then be updated and your newly created organizational unit displayed.

Adding using a dialog box

1. Click on the New... button below the Properties area to launch the Edit Organizational Unit dialog box.

2. Enter the desired name for the new organizational unit to be created in the input field Name .

3. As an option, enter in the Registration-Code input field a 4-10 digit registration code for the organizational unit for self-registration. Find out more in the chapter Selfregistration.

4. Click on Save .

Moving organizational units The organizational unit overview allows you to move organizational units, roles or users within the structure. To move an element within the tree structure, select on or more elements that you would like to move in the list view on the right-hand side. Select the checkboxes to select the elements of interest. Selecting one or a number of elements activates the move to OU... button to the right and below the list view. Click on the button once you have selected all the elements to be moved. This will open a dialog window displaying the organizational unit tree structure. Expand the tree structure until you reach the element into which you would like to move your selection and activate the element. Click on the Save button to move your selection there.

Deleting organizational units To delete an organizational unit, select it in the tree structure of the Selection field and click on the Properties button beneath the Delete field. A dialog box will appear in which you have to confirm deletion of the entry by clicking on the Delete button. The selected organizational unit will then be deleted.

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Roles The Roles area enables you to create and manage the user roles you individually require. Use the organizational units' outline view to create or edit a role in a specific level or organizational unit.

Predefined roles Installation of the Manager is accompanied by a number of predefined roles. These are broken down as follows:

Role Description

Administrators The "Administrators" role allows all areas of the Manager to be edited without restriction.

Guests Same as the "Learners“ role Guests are permitted to inspect the Learner view , but not to edit the personal settings area

Learners The "Learners“ role is permitted to inspect the Learner view and the personal settings area.

Master Authors The "Master Authors" role provides an advanced author role, which is also allowed to inspect the Learning Reporter and is permitted to perform advanced administrative tasks for maintaining the Workarea.

Report Viewers The "Report Viewers" role is restricted to inspecting the Learning Reporter and is not shown any further menu items.

Reviewers The "Reviewers" role can inspect all areas relevant to the creation process but is not allowed to edit them. It is only permitted to create/edit object related tasks.

Standard Authors The "Standard Authors" role possesses all the necessary rights for creating and editing

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objects in the Workarea but is cannot authorize administrative maintenance of the Workarea.

Creating roles There are two options available to you for creating new roles:

Quick add

1. Select the organizational unit in which you would like to create your role.

2. Enter a name for the role in the input fieldName : in point quick add .

3. As an option, enter a 4-10 digit registration code for the role for self-registration. Find out more in the chapter Self-registration.

4. Click on the Add button.

Creating using the role overview menu

1. Select the organizational unit in which you would like to create your role.

2. Click on the New... button below the role overview.

3. Enter in the Name field: the name of the role.

4. As an option, enter a 4-10 digit registration code for the role for self-registration. Find out more in the chapter Self-registration.

5. Deselect the active checkbox: if the newly created role is not initially to be activated.

6. Click on Save .

In either case, once you have completed the necessary steps, you will see the role you have created as a new entry in the role overview. You can now Add users to this role.

Adding to a role The assignment overview located below the role overview allows you to see to which users the currently displayed role is assigned. Moreover, you can add users to the role or delete their membership of the role.

1. Select the role to be edited in the role overview. There will now appear in the assignment overview all the users and user groups to whom the selected role was assigned.

2. Click on the Add... button located below the assignment overview.

3. In the dialog window that appears, you will now see on the left-hand side the tree view of the organizational units and on the right-hand side the tree view of the users and user groups subordinated to the organizational unit currently selected. Select the objects in the right-hand view to which you would like to assign the role.

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4. Click on the Save button.

The newly added assignments will now appear in the assignment overview.

Deleting a role To delete a role assignment, please perform the following steps:

1. Select the role to be edited in the role overview. There will now appear in the assignment overview all the users and user groups to whom the selected role was assigned.

2. In the assignment overview, enable the checkbox in front of those assignments you would like to delete. Alternatively you can check the checkbox in headers row of assignment view to remove all assigned items.

3. Click on the Remove button below the assignment overview.

Activation / Deactivation of roles You have the option to decativate roles individual or global. To do so, check checkbox in front of corresponding roles and click Deactivate or respectively Activate . Alternatively you can check all roles by checking the checkbox in list header.

Rights management Rights management is the central tool of the Manager's role-based environment. The parameters appearing in the following table are available to you to enable you to differentiate the specification of the various roles.

Use the checkboxes to activate and deactivate the desired parameters. Alternatively you can use the checkbox in the header line to select or deselect all parameters. Confirm your assignment by clicking on the Save button.

Name Description

Edit course assignments The user is permitted to assign objects to learners, rescind assignments or extend them.

View course assignments The user is permitted to view assignments but not change them.

Comment Content The user is permitted to add comments to

Tip:

To select a number of objects simultaneously, keep the CTRL key depressed while selecting the objects.

Note:

If you do not assign any rights to a role, this role will be able to login, but not to view any content.

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content, both in the Manager and in the Producer.

Delete Content The user is permitted to place objects in the recycle bin. To do so he must possess the write right for the object in question.

Edit Content The user is permitted to - receive/issue a write permission - save changes to content - change the sequence of events

View Content The user is permitted to see the contents tree.

Edit Content Workflows The user is permitted to change the sequence of content.

(De)Activate Roles The user is permitted to deactivate roles.

Delete Roles The user is permitted to delete roles.

Edit Roles The user is permitted to create and assign roles as well as delete assignments.

View Roles The user is permitted to view the role summary.

Author View This entitlement is essential to enable the user to view those areas required for managing and editing content and administrative tasks.

Delete Milestones The user is permitted to delete milestones.

Edit Milestones The user is permitted to amend milestone specifications.

View Milestones The user is permitted to view the milestone summary.

Create Organizational Units The user is permitted to add organizational units.

Delete Organizational Units The user is permitted to delete organizational units.

Edit Organizational Units The use is permitted to amend organizational units and/or their structural position.

View Organizational Units The user is permitted to view the organizational unit milestone summary.

Edit Permissions The user is permitted to edit access rights.

View Permissions The user is permitted to view the rights management.

Delete Priorities The user is permitted to delete priorities.

Edit Priorities The user is permitted to amend priority specifications.

View Priorities The user is permitted to view the priority

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summary.

Learning Reporter The user is able to view results in the learning reporter.

Comment Resources The user is permitted to add comments to resources.

Delete Resources The user is permitted to delete resources.

Edit Resources The user is permitted to

• receive/issue a write permission

• save changes to resources

• change the sequence of events

View Resources The user sees the resources in the object tree.

Edit Resource Workflows The user is permitted to edit the resource sequence.

Restore Write Token The user is permitted to return a write permission to the Manager even if he does not personally possess this permission.

Edit Server Settings The user is permitted to see and edit the server settings. The authorization should only be set up for administrators.

Delete Status The user is permitted to remove status from the status summary.

Edit Status The user is permitted to edit status in the status summary.

View Status The user is permitted to view the status summary.

Create Tags The user is permitted to create new tags both in the Manager and in the Producer.

Delete Tags The user is permitted to delete tags both in the Manager and in the Producer.

Edit Tags The user is permitted to edit tags.

Publish contents The user is permitted to publish contents (no resources).

Publish resources The user is permitted to publish resources.

Set Tags The user is permitted to set tags. The exception to this is the special tag published.

Edit Tasks The user is permitted to save changes to tasks.

View Tasks The user is permitted to view the task list.

Delete Content from trash The user is permitted to delete content permanently from the recycle bin.

Delete Resources from trash The user is permitted to delete resources

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permanently from the recycle bin.

Delete Types The user is permitted to delete types in the types summary.

Edit Types The user is permitted to delete types in the types summary.

View Types The user is permitted to view the types summary.

Create Users The user is permitted to create new users in the user list.

(De)Activate Users The user is permitted to deactivate users.

Delete Users The user is permitted to deactivate users in the user list.

Edit Users The user is permitted to edit user profiles.

Edit User Loginname The user is permitted to change the profile entry login name:.

View Users The user is permitted to view user profiles.

View Userlist The user is permitted to view the user list.

Create Workareas The user is permitted to create new Workareas.

(De)Activate Workareas The user is permitted to deactivate Workareas.

Delete Workareas The user is permitted to delete Workareas.

Edit Workareas The user is permitted to amend Workareas.

Delete Tasks The user is permitted to delete tasks from the task list.

Learner View This authorization is absolutely necessary so that the user can see the Learnerview in the GUI.

Super Admin The authorization is required in order for the administrative menu items relating to sever settings, installation and import and to be seen. The installation password is still required to access these areas.

Workarea Manager This authorization is required to make the menu item Workareas visible to the Workarea view.

Edit own information User is allowed to change its own user settings.

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Registration codes The registration code summary table shows you the various registration codes arising from the combination of codes issued for roles and organizational units. Copy the code in question and send it for self registration purposes to the users who are to be automatically assigned to the corresponding role and organizational unit once they have registered. Find out more about this in the chapter Selfregistration.

Broadcast Broadcast assists you to send one e-mail to a collection of various identities as registered with a valid mail address in your Manager. This enables you to provide common information like upcoming maintenance operations, structural changes or user instructions to all user or specified user groups. You can create Broadcasts in administration menu using menu item Broadcast.

To create and send a Broadcast message please follow these steps:

1. Select recipient Click button Edit next to field To*. The dialog for selection of identities appears. Expand the identity tree and select your recipients. Pressing CTRL-Key while selection enables you to do multiple selection. Alternatively you can search identities by using the Filter. Just enter string or substring to match username, name or surname of an identity and press Search. Confirm your selection by clicking the button Select. Selected identities will be listed now in field To*.

2. Create Broadcast Fill out fields Subject and Body* as desired. Please note that a Broadcast doesn't support html code, but text only.

3. Send Broadcast After fill out of obligatory fields (*) you can send the Broadcast by pressing the button Send. To receive a copy of send mail, please check the checkbox Send me this mail before sending.

Email validation Email addresses organized by the same domain of which the Manager is member of will be validated before sending and announced as invalid if validation returns error.

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Status The status overview allows you to create statuses according to the criteria you require which can be used when working jointly on the content. Following installation, the Manager provides you with a number of statuses by way of illustration.

The following options are available to you for editing statuses:

Quick addition The input field enables you to set up a status quickly. Enter the desired name and click on theAdd button. The new status will be added to the list.

Adding a status By clicking on theNew... button you can launch the Edit Status popup and input the values for a new status that you wish to create. For more information on this subject, read the field descriptions in the following section Editing a status.

Editing a status By clicking on the Change... button you can launch the Edit Status pop-up and change the values described below. Alternatively, the pop-up can also be launched by double clicking on the relevant list entry.

• Name The name field contains the name of the status in question. Ensure that you use names that are as clear and self-explanatory as possible so as to avoid irritating users at a later date.

• Sequence The Order values field contains a numerical value which determines the point at which the status will appear in the full status list. This enables you to depict the status menu exactly in accordance with the example of the planned approach.

• Active Checkboxes can be used to deactivate statuses. They can then no longer be assigned. They will however also be hidden in tasks in which they have already been used.

Deleting statuses To delete a status, click on the recycle bin icon. A dialog box will appear in which you have to confirm deletion by clicking on the Delete button. Alternatively, you can use the checkboxes to select one or a number of statuses and remove these from the list using the Delete button.

Workflows Using defined workflows will make your work processes more efficient and error-free. They are particularly beneficial when multiple roles are involved in content creation and object life cycles. You can use the workflows to specify exactly which role is permitted to make which status changes, and at which time.

The basis for using defined workflows are statuses according to your project requirements. Those should represent all the sections of your content creation.

Tip:

The more detailed you plan and create the statuses to be used for your project requirements, the easier it will be to define workflows. This will create the foundation for your workflows for creating and editing learning content.

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When installing the Manager, a default set of statuses and defined workflows will be provided. You can modify this set to fit your needs or create new statuses and workflows.

The effects of defined workflows Every workarea can be linked to a standard workflow. This workflow will act as a default parameter for all the tasks in the workarea. The tasks in this workarea can use other defined workflows individually, but when there is no alternative requirement specified, it will use the predefined standard workflow. The workarea that is automatically created when installing the Manager initially uses the default workflow.

Displaying Workflows Defining status transitions will make the step from one status to the next clear and easy to follow. You can name each status transition. The name will appear in the task display, thereby creating a logical chain that can be easily followed. If there are more than three status transitions available in the current status, a selection list will appear, otherwise the names of the status transitions will appear as direct links.

To better understand how workflows can be used, read the Example of use.

Initial Actions The following actions are used to create a workflow. To better understand the purpose and structure of workflows, read the Example of use.

Creating a workflow

1. Go to the workflow overview (Administration > Workflows).

2. Under Quick Add , enter a name (required) and if desired, a description for your new workflow, then click on Add.

Adding steps to a workflow

1. Select a status from the selection list Status.

2. Click on Add.

Adding status transitions Using status transitions will help you define which status is offered to follow after the current status and which user is permitted to execute status changes. You can define multiple status transitions. The number of transitions per status is limited by the number of the statuses available.

1. From the respective status list entry, click on the action link Add transition.

2. A dialog box will appear. Enter the values for the status transition here.

Tip:

If you would not like to use a defined workflow, you can set the default workflow for the workarea to empty. This will still allow you to use defined workflows for individual tasks.

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Parameter Description

Name Name of the status transition (required)

Description A brief description for more clarity, e.g., specifying the goal of the status transition (optional)

Destination Defines which other status in the current workflow acts as the destination of this status transition (required)

Permissions Defines which identities are permitted to execute this status transition (required)

Watcher Identities who shall receive an email notification when this status transition is executed

Watcher Watchers of status transitions are notified when a status transition is executed, independent of the object and task. Object and task-based Watchers are not affected by this. They will continue to be notified of the respective changes to an object or a task. This can lead to multiple notifications when the user is defined as a Watcher for status transitions as well as for objects and/or the respective task.

Defining the starting point for a workflow In order to be able to use a workflow, an initial status (starting point) must be defined from which the workflow can be changed to other statuses. Workflows without a defined start status will not be displayed in the workarea for selection. From the workflow steps view, click on the action link Set as starting point in order to define the respective status as such.

Additional actions Additional actions are available for editing, cloning, deactivating and deleting workflows. For the most part, these are displayed in the overview section of your workflows in the last column as action links.

Deactivating a workflow

1. From the workflows overview, click on the action link Edit next to the respective workflow.

2. Deactivate the option field Active.

3. Click on OK to save your changes and close the dialog box.

Cloning a workflow

1. From the workflows overview, click on the action link Clone next to the respective workflow.

2. A dialog box will appear. Make the necessary adjustments to the fields Name* (required) and Description.

Note:

In order to be able to define the Destination of a status transition, at least 2 statuses have to be included as workflow steps.

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3. Click on OK to save your changes and close the dialog box.

Deleting a workflow

1. From the workflows overview, click on the action link Delete next to the respective workflow.

2. Confirm with Yes to delete the workflow and close the dialog box.

Example of use Creating and using workflows is not as complicated as it may seem. Workflows are extremely useful for giving your work processes more structure and transparency throughout the content life cycle. The most important factors lie in the statuses that you define in accordance with your project needs.

The following example will illustrate how this works.

Defined roles:

• Expert (SME)

• Standard Author

• Project manager (Master Author)

• Reviewer

Defined statuses in the sample workflow (defined as default for the workarea):

• Object created (starting point)

• Assigned

• In progress

• Requires QA

• QA failed

• In QA

• QA completed successfully

• Published

Workflow planning: The workflow to be created shall depict the following responsibilities/sub-tasks:

1. The expert records the process.

2. The standard author edits the recorded content and makes any additions if needed.

3. The reviewer checks the content and approves of the content.

4. The project manager assigns the tasks and publishes the approved content, and can also access any content that contains errors for further changes.

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An example of a defined workflow:

Roles Permitted status transitions

1) Expert -

2) Standard author

• Object created > Assigned

• Assigned > In progress

• In progress > Requires QA

• QA failed > In QA

• In QA > Requires QA

3) Reviewer

• Requires QA > QA failed

• Requires QA > QA completed successfully

4) Project manager (master author)

• Object created > Assigned

• QA failed > In QA

• In QA > Requires QA

• QA completed successfully > Published

Here is a detailed look at the defined workflow:

1. The expert records the content and uploads it to the Manager. The object automatically gets the Start Status for the workarea's default workflow: Object created. This role is not authorized to carry out any further status changes.

2. Next, the recorded content is allocated to an author. To do so, the status transition Object created > Assigned is needed. This status transition may be executed by the roles Master Author (allocates) and Standard Author (takes it independently).

3. Starting with the editing work on the recorded content, the Standard Author executes the status transition that has been allocated only to his role: Assigned > In progress.

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4. Once the Standard Author has completed editing the content, he sets the status transition to In progress > Requires QA. This will automatically send a notification to the Reviewer and Master Author to inform them that editing step has been completed.

5. The Reviewer verifies the content.

1. QA failed

1. When the QA fails, the Reviewer activates the status transition Requires QA > QA failed. The Standard Author is then automatically notified.

2. The Standard Author corrects the errors and once again releases the content with the status transition In progress > Requires QA . This will automatically send the Reviewer a notification.

2. QA completed successfully The Reviewer now sets the status transition to Requires QA > QA completed successfully. The Master Author is automatically notified of the successful QA.

6. The Master Author publishes the content and sets the status transition to QA completed successfully > Published. Here, other Master Authors, for example, or even learners can be automatically notified of newly published content.

Distributing workflows Once you created one or more workflows which are perfectly fitting in your process of content creation you may want to distribute this workflows to other existing instances of Manager. To do so, the Manager provides you with the interchange of workflows by exporting and importing workflows in XML file format.

Export of workflows To export a single workflow please follow these steps:

1. Move your cursor on the respective list entry. Within the last column of the list entry additional action links will appear now.

2. Click on action link Export XML .

3. A new page providing the download message will open. Usually the browser asks you directly to download the generated xml file. If not so, you can start the download manually by clicking the download link inside of the new page.

4. Choose your browser action to be done with provided download and click OK.

To export all workflows in once please follow these steps:

1. Click on the button Export all as XML which is to be find at the bottom right below the list of workflows.

2. A new page providing the download message will open. Usually the browser asks you directly to download the generated xml file. If not so, you can start the download manually by clicking the download link inside of the new page.

3. Choose your browser action to be done with provided download and click OK.

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Import of workflows To import a XML file providing exported workflows please follow these steps:

1. Click on the button Import XML... which is to be find at the bottom right below the list of workflows.

2. In dialog File Upload enter path to XML file or click Browse... to open file explorer for file selection and select specific XML file.

3. Having provided path to file please click Upload to begin upload process.

What happens while importing workflows? Since workflows are based on server specific statuses and identities it may happen that the importing Manager doesn't have the same parameters available. While importing XML based workflows the import mechanism does lookups for availability of statuses and identities and handles them as provided by table below.

Scenario Handling action

Statuses, as necessary for workflow, don't exist within the importing server

Missing statuses are created automatically

Same status exists already but is named differently (e.g. from a previous import)

Since the status already exists it won't be changed but used instead for the imported workflow

Identities don't exist within importing server Relations to unknown identities will be discarded - watchers and permissions have to be reset manually

Types The type overview allows you to create types according to the criteria you require, which can be used when working jointly on the content. Types are beneficial when you need to indicate the nature of a task. For example, debugging tasks can be labelled as Bugs and content improvement tasks as Improvement.

Filtering by a specific type can be used in subsequent work to display the task list itemized according to precisely defined criteria.

The following options are available to you for editing types:

Quick addition

The input field enables you to set up a type quickly. Enter the desired name and a description, if so required, and click on theAdd button. The new type will be added to the list.

Note:

Statuses are addressed internally by a unique id. As a result it may happen that status with same name like already existing are created while import.

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Adding a type

By clicking on theNew... button you can launch the Edit Type pop-up and input the values for a new type that you wish to create. For more information on this subject, read the field descriptions in the following section Editing a type.

Editing a type

By clicking on the Change... button you can launch the Edit type pop-up and change the values described below. Alternatively, the pop-up can also be launched by double clicking on the relevant list entry.

• Name The name field contains the name of the types in question. Ensure that you use names that are as clear and self-explanatory as possible so as to avoid irritating users at a later date.

• Description The description field can be used to declare the various types more accurately and thus avoid potential assignment errors.

Deleting types To delete a type, click on the recycle bin icon. A dialog box will appear in which you have to confirm deletion by clicking on the Delete button. Alternatively, you can use the checkboxes to select one or a number of types and remove these from the list using the Delete button.

Priorities The priorities overview enables you to define different priority weightings and thus classify tasks according to their priority.

The following options are available to you for editing priorities:

Quick addition The input fields enable you quickly to create a new priority. Enter in the Name field: the desired name, in the Weighting field: the desired weighting and, as an option, in the Description field: a brief explanation and click on the Add button . The new priority is added to the list.

Adding a priority By clicking on theNew... button you can launch the Edit Priority pop-up and input the values for a new priority that you wish to create. For more information on this subject, read the field descriptions in the following section Editing priorities.

Editing a priority By clicking on the Change... button you can launch the Edit Priority pop-up and change the values described below. Alternatively, the pop-up can also be launched by double clicking on the relevant list entry.

• Name The name field contains the name of the priority in question. Ensure when assigning a name that you classify the different priorities in a way that is simple and easy to understand.

• Description The description can be used to define the various priorities more precisely. This is useful, for example, if you are using very finely nuanced priorities.

• Weighting You can use weighting to determine the value of the priority in question. Depending

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on how the priority in question is graded, enter a numerical value between 1 (lowest) and 100 (highest) to determine the weighting.

Deleting priorities To delete a priority, click on the recycle bin icon of the list entry in question. A dialog box will appear in which you have to confirm deletion by clicking on the Delete button. Alternatively, you can use the checkboxes to select one or a number of priorities and remove these from the list using the Delete button.

Milestones The milestone overview enables you to define sub or intermediate objectives for managing your projects, so-called milestones.

Quick addition The input fields under item quick add enable you quickly to create a new milestone. Enter in the Name field: the desired name and in the Weighting field: the description of the event.

Adding a milestone By clicking on the New... button you can launch the Edit Milestone pop-up and enter the values for a new milestone you wish to create. For more information on this subject, read the field descriptions in the following section Editing a milestone.

Editing a milestone By clicking on the Change... button you can launch the Edit Milestone pop-up and change the values described below. Alternatively, the pop-up can also be launched by double clicking on the relevant list entry.

• Name The name field contains the milestone name. Ensure when assigning a name that you describe the event in a way that is simple and easy to understand.

• Description You can use the description to define the milestone's objectives more precisely.

• Target date This is where you can define the milestone's target date.

• Active Checkboxes can be used to deactivate milestones. They can then no longer be assigned. They will however also be hidden in tasks in which they have already been used.

Deleting milestones To delete a milestone, click on the recycle bin icon. A dialog box will appear in which you have to confirm deletion by clicking on the Delete button. Alternatively, you can use the checkboxes to select one or a number of milestones and remove them from the list using the Delete button. If the milestone is to continue being used in tasks, you will be shown a dialog box relating to the use and number of linked tasks. Navigate to the task overview and delete the corresponding milestone from the linked tasks so that you can delete it from the list of milestones.

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Workareas / tags In the workarea and tags overview you can define different workareas on the Manager and give them the tags they respectively require. Working with a number of workareas is advantageous in order to separate learning content topics, for example. The following editing opportunities are open to you:

Adding a workarea

1. In the quick add area, enter a name and an ID in the appropriate text fields to add a new workarea.

2. Confirm the data entry using the Add button or the Return key.

Actions for a Workarea The column Actions (WA) enables you to deactivate or delete the relevant Workarea. Position the cursor over the action area of the relevant Workarea to view possible alternative actions in addition to the standard action deactivate WA . Select the action to be set in train by clicking on the relevant action link. You must confirm the deletion of a Workarea in an additional security request. Following confirmation the Workarea is permanently deleted.

Adding a tag

1. In the column Tags click on the link add Tag .

2. In the dialog window Add Tag enter a name for the tag and a brief description.

3. Click on button Add to confirm.

Actions for tags The column Actions (Tags) enables you to edit or delete tags. Position the cursor over the action area of the relevant tag to view possible alternative actions in addition to the standard action edit Tag . Select the action to be set in train by clicking on the relevant action link.

Scheduler The Scheduler provides you with an overview of all tasks you created that are carried out automatically. This makes it possible for you to maintain an overview of and manage your subscribed tasks. You can carry out the following actions using the action links in the last column of the table overview:

• Reschedule Opens the Scheduler dialog box with the saved entries. Edit the values for the time interval (2) after which the task should be carried out or the time. Apply your changes by clicking on the OK button. Click on Cancel to reject your changes.

• Delete Deletes the respective task. The automatic action linked to this task is then no longer carried out.

Assignments The assignment overview allows you to manage the learners' available content assignments which you created for the particular objects in the Course tab of the object editor. Therefore, there is no need to look for existing assignments in order to edit them accordingly.

Furthermore, you can apply existing assignments to other objects by means of the newly created assignment dialogue, e.g. to quickly increase the amount of learning material after the contents have been expanded.

Read the subchapters to learn more about the options of the assignment editor.

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Managing the assignments Assignments are managed by means of the assignment dialogue. Basically, a difference is made whether a new assignment is created or an existing one is edited.

1. Open the assignment dialogue by clicking the New... button in order to create a new assignment.

2. Open the assignment dialogue by clicking the link edit in the last column of the particular entry in order to edit an assignment.

3. After clicking on the button/link the assignment dialogue appears. Depending on

where you clicked the default settings are provided (1) or it contains already available data of the particular assignment (2).

Essential information to create an assignment To create a valid assignment the following information is mandatory:

• Title

• Selected entity

• Selected identity

Only after these parameters have been established the assignment can be saved.

Changing information within an assignment Assignments can be edited anytime. In order to do so, open the assignment dialogue by clicking on the link of the particular assignment and change the information by clicking on the link change .

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Optional assignment information For a detailed display of the optional assignment parameters please read the chapter on course assignment and display options.

Assignment of non published objects Assignments, which haven't been published yet, are marked red in the list.

Course assignment and display options Assigning courses, the Manager enables you to take influence on design and display options of courses within the Learnerview.

As following you will find descriptions of the options in options area and their effect on Learnerview.

Note:

Please note that content assigned to learners and learning groups will only be visible if the published tag has been set against them.

Note:

Options in dialog Edit Assigned Content only take influence on representation of courses in Learnerview. They will not take explicit influence on tracking data shown in Learning Reporter .

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Display as Determines, if only current object or even ancillary objects will be displayed. Following options are available:

1. Object only - only current object will be displayed

2. Object and direct sub objects - current object will be displayed with ancillary objects of first sublevel

3. Object and sub objects (2 levels) - current object will be displayed with ancillary objects of two sublevels

4. Object and sub objects - current object will be displayed with all ancillary objects

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Scoring Method Determines, if and how the progress will be displayed in list. Following options are available:

1. No Scoring - no progress will be displayed

2. Percent Completed - progress will be displayed by a graphical progress bar

3. Usage Counter - like in a ranking system, all requests of all users will be displayed

Lesson Types Determines, which types of lessons will be displayed or hided. Click on accordant lesson symbol to hide (symbol will be shown as strike through) or unhide (no strike through) this type in Learnerview.

Weight Using the Weight option enables you to influence the order of courses shown in Learnerview. Enter a numerical value from 1 (for top) to 500 (for last). If more than one course is weighted with, for example, a "1", all of those will be grouped above next numerical value (for example "2").

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Allow status view Determines, if the user is allowed to switch from standard view (1) to status view (2).

Allow search Determines, if current courses contents will be displayed in search results. If checkbox is disabled, contents won't be shown in search results.

Show description Determines, if the description of the course will be shown or not.

Date Range Determines a time range, in which the assignment should be available. Out of range the assignment won't be visible in Learnerview.

Color Determines the color, by which the course will be displayed in Learnerview. Input has to be an hexadecimal value.

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Learning path Learning paths guide your learners through the course exactly the way you want them to process for didactic purposes. Only once the learners have completed a certain percentage of the lesson content (that has been preset) they can proceed with the next content. You can also configure the content to only appear when it is made accessible to them.

Creating learning paths Learning paths are defined under the course properties. The following settings can be configured (some of which are required for using learning paths):

Parameter Description

(1) Display as In order to depict a learning path, at least 2 levels must be displayed in the learner view. The following options can be used for this parameter:

• Object and direct sub objects

• Object and sub objects (2 levels)

• Object and sub objects

(2) Scoring Method Since the course progress is regulated by the percentage of content that has been completed, the option Percent completed must be selected.

(3) Learning Path Mode This will set the appearance of the learning path. The following options are available:

• off - no learning path will be displayed

• show only available - only the learning content that the learner has already completed or that is currently being processed will be displayed.

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The following learning content will only be displayed/available after having completed the current learning content.

• show all - all the learning content will be displayed. However, only already finished learning content and learning content that is currently being processed can be started.

(4) Learning Path - Minimum Completion (%)

Define the minimum value for the percentage of learning content that needs to be completed (in %) in order for the next learning content to be displayed and accessible to the learner.

Export of assignment list The assignment editor offers you the opportunity to export the list of assignments in Excel format, e.g. to save specific states or to send an updated overview to persons who are not registered in the user list. Click on the XLS Export button above the list in order to do so. As a result an Excel file is generated and offered for download.

The list in Excel format contains additional information on the particular assignment, e.g. the VAT number of an object associated with a particular assignment. This offers you the opportunity to find them in case they were renamed or moved to another position in the structure of Producer.

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Server settings The server settings enable you to apply different default options in the way the server deals with data records. The version number of the Manager currently in use is also displayed to you in the header area. Please read ancillary chapters for description of each settings subcategory.

Versioning Here you can define the parameters for versioning objects as desired. The following table gives you an overview of the available settings and their effects:

Setting Description

Timeout for new version at commit (ms) Specifies the time during which an object (after having already been generated in a new version), can be edited without forcing a new version to be created. The input value is expressed in milliseconds (ms). The maximum permitted number of digits is 50.

Force new version increment A new version should always be created when an object is changed.

Force new version at return of token Wird die Schreiberlaubnis eines Objekts an den Server zurückgegeben, so wird eine neue Version erzwungen.

Notification Here you can define the parameters for notifications made by watchers when they report on events or actions that have been successfully carried out. The following table gives you an overview of the available settings and their effects:

Setting Description

Notification at activation Watchers are notified by email when an object that has been placed in the recycle bin has been reactivated.

Notification at assignment Watchers are notified by email when an assignment has been made.

Notification at check in Watchers are notified by email when a new object has been stored on the server.

Notification at comment Watchers are notified by email when a comment has been added.

Notification at commit Watchers are notified by email when an

Note:

Changes within the server settings have to be confirmed by clicking the Save button right below the settings display area.

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edited object has been uploaded.

Notification at commit with new version Watchers are notified by email if no new version has been created upon uploading the object.

Notification at commit as new version Watchers are notified by email if a new version has been created upon uploading the object.

Notification at entity deletion Watchers are notified by email when an object has been deleted.

Notification at tag deletion Watchers are notified by email when a tag has been deleted.

Notification at token receipt Watchers are notified by email when the write permission for an object has been checked out.

Notification at milestone change Watchers are notified by email when a milestone has been changed.

Notification at priority change Watchers are notified by email when a priority has been changed.

Notification at token return Watchers are notified by email when the write permission for an object has been returned.

Notification at version revert Watchers are notified by email when an object has been restored to an earlier version.

Notification at tag set Watchers are notified by email when a tag has been set for an object.

Notification at status change Watchers are notified by email when the status of an object has been changed.

Notification at type change Watchers are notified by e-mail if the type of an object was changed.

GUI Define the parameters for the display interface under GUI. The following table gives you an overview of the possible settings and their effect:

Setting Description

Client Paging Limit This option specifies the maximum amount of displayed objects whereas the client starts to display objects on multiple pages (with same maximum amount each).

Show Learnerview search This is the option used to determine whether to display the search function in the Learnerview. De/activation of the search function is a global option.

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Automatic User Deactivation The automatic user deactivation function allows you to have users who are inactive for a specified period of time be automatically deactivated. By doing so, users who have been inactive for a longer period of time will not be included in reports, for example. The report function will provide you with an overview of all inactive users on the server.

The directions for setting up the automatic user deactivation function are as follows:

1. Select the Automatic user deactivation check box

2. The pull-down menu Deactivate after (type of interval) will appear. Select the desired type of interval from the list.

3. In the field Deactivate after (interval value), enter a numerical value to set the interval type. E.g., if you enter “2” and the interval type is "week", the user will be deactivated after a period of 2 weeks of inactivity.

4. If you would like to be informed via email each time users are automatically deactivated, enter a valid email address in the field Email address for report. Once the system runs the scheduled check for any inactive users, an Excel spreadsheet with a list of the users who were deactivated will automatically be sent to you.

Click on Save in the right-hand side under the viewing area to save your settings.

Automatic Excel Import The automatic Excel import function allows you to import a user list in Excel format at defined time intervals from an existing data path.

The directions for configuring automatic Excel imports are as follows:

1. Activate the Automatic Excel import check box

2. Enter the path to the Excel file. Note that the file must be saved to the server.

3. Click on Plan... A dialog box appears. To define when the Excel import should occur, enter the desired time and the interval here.

4. Click on OK.

5. If you would like to be informed of any changes made by the automatic Excel import, enter a valid email address in the text field Email address for report.

Click on Save in the right-hand side under the viewing area to save your settings.

Automatic LDAP Import With the help of the automatic LDAP import function, you can define time intervals to schedule routine user data updates for to be performed by an available LDAP server. In addition, after each update, you can have a report automatically generated in *.xls format and sent to you via email.

This report will give you a quick overview of any changes that have been made with the update.

To configure automatic LDAP imports, proceed as follows:

6. Activate the Automatic LDAP import check box.

7. Click on Plan... A dialog box will appear. To define when the automatic LDAP import should occur, enter the desired time and the interval here. Click on OK.

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8. If you would like to be informed of any changes made by the automatic LDAP import, enter a valid email address in the text field Email address for report.

Click on Save in the right-hand side under the viewing area to save your settings.

Single sign-on By using automatic user authentication, Single Sign-On allows your users to open protected network areas with the respective restrictions without having to take the extra step to enter their log-in data.

The option Single sign-on allows you to adjust the settings for single sign-on as well as activate or deactivate any functions for this as desired. For more information, please refer to the installation manual.

The following table will give you an overview of the available settings:

Setting Description

Enable Single sign-on To activate the single sign-on option, click on the check box.

Realm Enter your domain here, e.g., mycompany.de.

Server name Enter the host name for the active director server, e.g., master.

Path to krb5.conf file In the event where a Kerberos service has already been set up on your network and the server access has been set with the help of a config. file, then enter the path to the corresponding file here. In this case, fields 5 and 6 do not have to be filled out. For more information, please refer to: http://java.sun.com/j2se/1.5.0/docs/guide/security/jgss/tutorials/KerberosReq.htm

Keytab file path Enter the path to the keytab file that was entered in step 3 here. Use "/" to separate the paths. Store the keytab file anywhere on the Manager Server as desired (e.g.: C:\Manager\Managerpc.HTTP.keytab). Please note: avoid storing the file in the Manager web apps directory because they will be deleted upon updating the program.

Service Principal Enter the service authentication with all the

Note:

This part of the server settings allows you to make any further changes to the single sign-on option once this has already been set up. In order to set up the single sign-on for the first time, please refer to the step-by-step instructions which can be found in the Server installation Help Assistant. You can open this help assistant under the menu Server SSO Configuration.

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server IDs and domains for the Manager server here, e.g.: http/Managerpc.mycompany.com@mycompany.com

Use ticket cache Define whether the client tickets that have been created should be saved in the server's cache when the user logs in.

Security The Security area provides various settings that you can use to adjust communication and work with the Manager to your special security specifications. The table below provides a short explanation of the displayed parameters.

For detailed information on saving your Manager instance, please see the respective chapter Security settings or the Security Guide.

Parameters Description

Administrator IP Ranges Enter one or more IP addresses or IP ranges that are permitted for logging in as an administrator. Access to administrative roles/users from non-specified network addresses is blocked as a result. Placeholders (*) and sub-network separators (e.g. 192.168.1.1/28) may be used when specifying the IP addresses.

Detailed error messages Use this parameter to deactivate the transmission of detailed information to the browser console in the event of error messages. This increases the security of the server against attacks because detailed error messages can also be used by attackers to obtain precise information about the structure of the server.

Filter content permissions if user has admin permissions

If this parameter is activated, access to objects and content is denied to users with admin permissions. This prevents users with admin permissions from being able to execute malicious code implemented in content. To access content, the users affected need a second user profile without admin permissions as a result.

Minimum password length Specify the minimum length of the expected password entry. If you enter 0, user profiles

Note:

With Kerberos-based single sign-on, this will not work via the local host. In this case, you have to connect to your Manager from another PC in order to maintain the functionality of the single sign-on.

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may be created without passwords.

Password must contain number A valid password has to contain at least one number (0-9).

Password must contain special character A valid password has to contain at least one special character ($,_,@,...).

Password must contain lower and upper case letters

A valid password has to contain at least one upper-case letter and one lower-case letter.

Search The search function in the learner view allows your learners to search for the information they need within their assignments or optionally throughout the entire workarea. In addition, you can define the search function to act as a fulltext search on indexed content. All content from groups, projects, books and book pages will be generated with the corresponding text-based readable attachments. Your learners will then receive their search results, which can even be extracted from the learning content's text bubbles or word document attachments.

Setting Description

Enable fulltext search Enables the fulltext search and the essential function of content indexing.

Allow fulltext search in Learnerview Determines if the fulltext search should be optionally available in Learnerview.

Allow global search in Learnerview Determines if the search allows optional searches even within content that is not part of learner's assignments.

Miscellaneous The Miscellaneous Area provides you with all server sided settings which didn't fit to previous shown areas.

The following table gives you an overview of the possible settings and their effect:

Setting Description

Caching time range (s) Determines the time the browser will keep objects in browser cache (in seconds). Optionally you can enter -1 to force a permanent revalidation of objects. Since this will increase server traffic dramatically you should avoid that in a productive surrounding.

Email address for entity comments It is to the e-mail address specified here that the comments that are permitted to be made within the learning content will be sent.

Email language of entity comments Determines the language in which the e-mail's automatically generated information is written.

Compress server response Determines, if data will be send compressed

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(as gzip) to server. This option reduces data traffic, but should be disabled if you are using Internet Explorer 6 or http proxies with http 1.0 protocol. Both are not supporting gzip, which will result in data traffic being blocked.

Timeout of sql server request (ms) Specifies the time in milliseconds (ms) after which server queries are timed out.

Email address for password recovery The email address, as defined here, will be receipient of automated mails generated by password request. To be able to create a new password, the owner of the defined mails address must be owner of permission to make changes in user administration.

Valid time of a session (s) Determines, how long a session will be valid. Enter your value in seconds.

Valid time of user scores before recalculation (min)

Defines the time period after which the server automatically revaluates the scores of all users. Default is 24 hours (1,440 min).

Base path Displays the folder path on local machine, where the contents of Manager are stored. This is a read-only parameter for your information. To edit this parameter, please go to according page of server installation wizard.

Timeout of server request (s) Determines the maximum amount of time for a server request. If you are having timeout error messages on computationally intensive requests you may fix them be increasing the specified amount.

Server installation To access the server installation settings you need administrator rights and the installation password. Please read the installation manual for a more detailed description of possible settings.

Server import You require administrator rights to import user data. Please read the installation manual for further information.

Server SSO Configuration From the menu item Server SSO Configuration, you can directly access the corresponding configuration steps for the installation assistant. To do so, you will need super administration rights (installation password).

For more information, please refer to chapter for setting up Single sign-on or the Installation Guide.

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Tasks The task overview provides you with a quick, object-related summary of allocated tasks and how they are being dealt with. Additional filter options enable users, independently of the number of workareas being used on the Manager to search specifically for tasks and responsibilities.

Task list The task list default setting is to show you all of the tasks assigned to you in a list view, i.e. by clicking on the Tasks menu button it is always filtered according to tasks that bear your user name in point Assigned to . Clicking on a list entry will open the corresponding task in the detailed view. You can apply additional filter criteria to restrict the number of tasks displayed. To do so, proceed as follows:

1. Click on the button Filter .

2. In the displayed menu, select the filter criteria you want using the drop-down lists available in each case.

3. Click on Filter .

You also have the ability to save different collections of filter criteria as a personal filter, for example for frequently used queries. To do so, once you have selected the filter criteria enter an appropriate name in the Save Filter field and click on Save .

The saved filter now appears in the list saved filters and and can be launched by clicking on the particular name. Saved filters can then be launched directly via the drop-down list of the Tasks menu option.

In the menu bar, click on the expansion button adjacent to the menu button to view the drop-down list.

The Reload button in the right-hand portion of the header area is at your disposal for updating the task list and thus viewing newly added tasks.

Note:

Please bear in mind that the unfiltered task list will display the tasks of all the workareas created on the Manager.

Can use the filter option Workarea to view the tasks relevant to a workarea.

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Detailed view Clicking on a given task in the task list launches its' detailed view. This enables you to inspect other criteria associated with the task or else edit the task criteria (1). The task history with the particular associated events, users and, if available, comments are listed beneath the detailed view (2).

Editing and saving the task details generates a new savepoint and adds it to the list.

Editing watchers It is standard practice to add everyone involved in editing a project to the list of watchers as watchers involved in the project either as a result of the editing or by being assigned by another editor. This means that, depending on the server setting, they are informed about the editing of the project by means of an automatically generated e-mail.

If, however, users who are not involved in the project are also to be informed of its editing status, for example because process planning has assigned them the task of quality assurance or localization, you can add them as follows:

1. Click on the Edit... button (1) adjacent to the Watcher field.

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2. The Edit watchers dialog window will appear.

3. Select the watcher or watchers to be added in the Selection field (1). Keep the CTRL key depressed to select a number of watchers.

4. Click on the Add button (2) to add the selected users to the Watcher (others) area (3).

5. Click on Save (4) to close the dialog box and apply your changes.

You can remove watchers by tagging the corresponding entry in the Watcher (others) list and clicking on the Remove button (5).

Free tasks Free tasks allows tasks that are not object-based (e.g., maintenance and planning tasks related to content creation) to be allocated to Manager users. From the task view under the menu item Tasks, you can create and see the free tasks.

In contrast to object-based tasks, free tasks do not have any jump marker to the object in the last column, but rather a recycle bin symbol so that the task can easily be deleted (depending on the user's rights).

Free tasks can be created by clicking on the button New. They have the same parameters as object-based tasks and are displayed in the list of tasks.

Note:

If you remove the watchers involved in the project, they will be be redisplayed in the Watcher (others) list as soon as you add them back.

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Linking to an object Free tasks can be linked to an object upon creation or later on. This allows you to define additional tasks to an object to be done by other identities independent from the current object-based task. For example the initial enrichment of a book page can be assigned to an author in the object-based task workflow and an additional free task that is linked to the object for graphic editing purposes can be assigned to a designer. Free tasks that are linked to an object appear in the overview of object tasks as a list of links.

Free tasks that are linked to an object can be easily recognized in the last column of the task list by having a recycle bin icon and a jump marker .

Status report The status report gives you an overview of the progress of all your tasks and your whole project, including both content-related and free tasks. This facilitates assessing whether the planned time frame for content creation and/or project phases can be adhered to or in which status specific tasks are currently "stuck in".

The prerequisite for the correct display of data in status report is the productive use of statuses (free or in defined workflows).

The status report displays one column for each available status (1). Here, the number of free tasks (2) and the object-based tasks for the respective workarea (3) are displayed with the respective status. The last two rows (4) give you the overall values and the average values of each column. In

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the first column Total (5), the total numbers of the respective workarea and/or free tasks is displayed.

Display per workarea You can specifically show data for individual workareas inside of the status report. To do so, click on the column Status for the respective workarea entry. The object types and the number of statuses that have been assigned for the respective workarea will be displayed.

Display per object type It is also possible to display all tasks linked to a specific object type. To do so, click on the respective object type in the workarea overview. Next, all the tasks that are linked to this object type will be displayed along with their current status, including free tasks that have been linked to the object at a later time.

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learning reporter The learning reporter provide you with an overview of the learning progress made by learners, organizational units and roles. This allows you to measure the learning progress made by the learners, identify problem areas in the learning material and compare the learning progress of different learning groups.

Display variants The Learning Reporter offers you various variants for displaying progress results of your users. Basically these variants are varying by displaying results based on user or course lists. Regarding to the further differentiation on activity or assignment based lists there are four various variants:

• Activity based result lists The menu items User Reports and Lesson Reports are activity based result lists. After Selection of a user group or course all items with an existing activity will be displayed. This means, that users which haven't started any learning content yet and learning contents which haven't been started by any user yet won't be shown in report list. Thus you will see only results which are relevant for an activity capture.

• Assignment based result lists The menu items User by Assignment and Lessons by Assignment are assignment based result lists. After the selection of an existing assignment those lists will show all results for users or learning contents included in the specific assignment. Within this display variant you will get even those users and learning contents without any activity.

Additional display objects Displaying the learning progress of users you will find the additional display object pageset

, which only exists for displaying learning progress in Learning Reporter. This object summarizes all bookpages of a book without recognition of bookpages located in eventually ancillary books. So it enables you to have a detailed result for each book individually.

To contribute a better understanding of that object behavior you will find an graphical example following. In this example case you would find 5 objects of type of pageset listed in your list, concerning you have selected the book item english contents. Nevertheless the entries for (1) and (3) will not have any results since they are not having any ancillary bookpages.

Note:

In order to view relevant course management data, the Manager tracking option needs to be activated in the Producer's Central Configuration Dialog under trainer-configuration -> Global -> logging. Data are only recorded onto this option has been activated. Specify detail level of tracking in option detail tracking:

• 0 - Lessonsteps are tracked (default)

• 1 - Lessonsteps and contained macros are tracked

• 2 - Lessonsteps, contained macros and user actions are tracked

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User reports The user reports' summary allows you to view the learning progress made by the participants in a role or in an organizational unit. Once you have selected the User Reports menu option, the User/Group Selection for User reports dialog box will appear allowing you to select which organizational unit's or role's results you would like to have displayed (1).

Furthermore you are able to restrict your selection to the given filter options in dialog heading (2). Filtering options can be changed afterwards in list view as well.

Confirm your selection by clicking on the Select button.

The results summary will now show you a list of all of the users matching your selection together with their learning progress.

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The main progress within the lessons is shown by graphic progress bars and relative percentages. Within the column Lessons (Tests) you see the entire number of lessons, which are assigned to an individual learner. This number is the basis of calculation for the shown percentages. The number of attempts is shown respectively in column Attempts .

As useful for a better understanding for number of attempts, read the following example:

User A has 10 lessons assigned to him. One of them has been completed. If he completed the lesson by one attempt, the number of attempts for the entire number of assigned lessons is shown as 0.10. But if he has needed 10 attempts, the number of attempts will be 1.00.

User by assignment The report User by assignment allows you to view learning progress of users within a specific assignment. Selecting the User by Assignment menu item will display the Assignment Selection for user report dialog box in which you can select the assignment for which you want to have the results to be displayed.

In addition to the selection of a specific assignment (1) the dialog enables you to restrict your selection to a specific ancillary object of assigned items (2) or alternatively to an specific identity (3). Both restrictions can be combined. Furthermore you are able to restrict your selection to the given filter options in dialog heading (4). Filtering options can be changed afterwards in list view as well.

Confirm your selection by clicking on the Select button to display the results of your selection.

Note:

This display variant lists only users with existing activity. Users which haven't started any of the assigned lessons are not listed here. Please use the assignment based display variant to have inactive users listed as well.

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The results summary will now show you a list of all the users matching your selection combined with the associated learning progress.

The main progress within the lessons is shown by graphic progress bars and relative percentages. Within the column Assignees you see the entire number of learners, to which the lessons are assigned. This number is the basis of calculation for the shown percentages. The number of attempts is shown respectively in column Attempts .

User by progress The report User by progress displays the individual overall learning progress of each user within the assignments. This enables you to gain information about the user specific state of enablement.

Selecting the User by progress menu item will display the User/Group Selection for User reports dialog box in which you can select the identity for which you want to have the results to be displayed. Furthermore you are able to restrict your selection to the given filter options Lessons and Time Period. Filtering options can be changed afterwards in list view as well. Having already saved one or multiple reports you can even select your preferred saved report in drop down Select saved report.

Confirm your selection by clicking button Select.

The report lists all users subordinated to your selected identity with their individual learning progress. Inactive user and user which are part of a role contained in a selected organizational unit will not be listed.

Display of results Displayed results show the calculated sum of all trackable contents within all assignments each user has. The column assigned contents displays the total amount of contents within all assignments per each user whereas the sum of lessons with type Test is shown as second value within the brackets. Referenced contents which are part of more than one assignment per user are calculated only once. In case of having set up filter criteria in an assignment the filter will be observed within calculation.

Calculation criteria as following applies to the calculation of results:

• Column "Lessons done"

• Books Books are done when all book pages within the book have been viewed.

• Lessons Lessons are done when all lesson steps have been processed or when last lesson step has been reached.

• Column "Passed"

• Lessons Lesson types Practice and Test are passed when they are done with having reached the amount of points as specified by the author. The displayed value only shows the amount of type Test since this is the more estimable value for the progress of the user.

Note:

To gain data within this report you have to set Percent Completed for property Scoring Method in assignment dialog.

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Lesson reports The lesson reports summary allows you to view learning progress broken down by learning content. Selecting the Lesson Reports menu item will display the Lesson Selection for lesson report dialog box in which you can select a Workarea object or object group (1). Furthermore you are able to restrict your selection to the given filter options in dialog heading (2). Filtering options can be changed afterwards in list view as well.

Confirm your selection by clicking on the Select button to display the results of your selection

The results summary will now show you a list of all the learning content matching your selection together with the associated learning progress.

The main progress within the lessons is shown by graphic progress bars and relative percentages. Within the column Assignees you see the entire number of learners, to which the lessons are assigned. This number is the basis of calculation for the shown percentages. The number of attempts is shown respectively in column Attempts .

Lessons by assignment The report Lessons by assignment allows you to view learning progress split into lessons within a specific assignment. Selecting the Lessons by Assignment menu item will display the Assignment Selection for lesson report dialog box in which you can select the assignment for which you want to have the results to be displayed. In addition to the selection of a specific assignment (1) the dialog enables you to restrict your selection to a specific ancillary object of assigned items (2) or alternatively to an specific identity (3). Both restrictions can be combined. Furthermore you are able to restrict your selection to the given filter options in dialog heading (4). Filtering options can be changed afterwards in list view as well.

Note:

This display variant lists only lessons with existing activity. Lessons which haven't be started by any users are not listed here. Please use the assignment based display variant to have inactive lessons listed as well.

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Confirm your selection by clicking on the Select button to display the results of your selection.

The results summary will now show you a list of all the lessons matching your selection combined with the associated learning progress.

The main progress within the lessons is shown by graphic progress bars and relative percentages. Within the column Lessons you see the entire number of lessons, which have been assigned. This number is the basis of calculation for the shown percentages. The number of attempts is shown respectively in column Attempts .

Lesson Step Report The overview of the Lesson step reports gives you a detailed overview of the average progress of all learners in the individual topics. Using this overview, you can quickly identify topics and individual macros that are difficult to understand and optimize the learning process by revising them.

• After you have selected the menu entry Lesson step reports, the Assignment Selection for Lesson step reports dialog window where you can select which allocation you want to display the results for appears. To further limit the displayed results, an option is provided under the selection of the assignment (1) to either also select a specific sub-object of the assigned content (2) or a specific user group (3) both of which can also be combined with one another. You can also filter the selection in the header area by lesson type and period (4). You can further adjust this filter even after the lists of results have been created. If you have previously saved a report, you can select it in the Select saved report: (5) drop-down box.

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• Confirm your selection by clicking on the Select button.

The results overview now shows you a list of all topics and macros matching your selection together with the associated learning progress. The graphic progress bars reflected the average success of all learners who have carried out this topic or macro. The sample graphic below shows two areas where the rate of success is much lower. This should be checked in a real learning scenario and optimized if necessary.

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The scenario shown in the previous graphic is extremely simplified for illustration purposes. The average success rate changes with every user who carries out or repeats a macro in a lesson. As a result, keep in mind that the smaller the learning groups are, the more the success rates fluctuate or the more imprecise they become. An example is provided below for illustration purposes:

Total number Number passed Number not passed

Success rate

2 1 1 50%

100 99 1 99%

Common tasks Please read following subchapters to learn how to do common tasks like switching to detailed view, exporting lists in excel format or filtering results within the various display variants of the Learning Reporter.

Detailed view of a list item Additionally you have the option to view particular list entries in detail. Click on the specific entry in first column for calling the detailed view of results for the entry. Now you will get detailed information as following:

• Detailed view of a course Inside detailed view you get all users listed, respectively all users of the specific assignment, which have been assigned to that lesson as furthermore the individual progress of them. In addition, you see the number of attempts, the time as needed in total and the date, the user has accessed the lesson at last.

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• Detailed view of a user Inside detailed view you get all learning contents, in total or as specified in specific assignment, listed which have been assigned to that user as furthermore the individual progress in each of them. In addition, you see the number of attempts, the time as needed in total and the date, the user has accessed the lesson at last.

Navigating back to previous view To switch back to previous view, please click on button back (1) in the header bar of the list.

Change selection Click on the information field of shown selection for changing your selection. This will show the Lesson Selection for lesson report dialog box for making a new selection.

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Saving selected reports The Manager enables you to save your favorite reports for future quick acceleration by using a dropdown menu. This avoids that you have to enter your specific restrictions for often called reports.

Selected reports are saved individually for each user which means that selected reports saved by you will only be available for you yourself.

To save your selected report, proceed as follows:

1. Call a specific display variant of the learning reporter as you need.

2. Specify the parameters in the dialog as they have to be to show your data.

3. Click on Select.

4. Click on button Save as displayed in the upper right corner of display area.

5. Enter a recognizable name in appearing dialog and click on OK.

By now you are able to accelerate your saved report quickly at several locations as follows.

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List of saved reports in upper right display area In dropdown select saved report you will find all saved reports of all display variants. To enable you to quickly identify your saved report every entry starts with its specific display variant.

Filter options dialog of each display variant By choosing a specific display variant you will find now the dropdown select saved report within the header area of the filter options dialog. This offers you all saved reports existing for recent display variant.

Subscribe to reports Saved reports can be combined with planned tasks. This results in a data collection as defined by saved report at a specified date or time whereas the collected data will be send in an xls attachment to the user who subscribed.

To subscribe to a selected report, proceed as follows:

1. Choose a report from dropdown select saved report.

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2. Click on button Subscribe....

3. Specify a time intervall (2) in appearing dialog, at which you want to get the results

from saved report. Additionally specify a time at option Start (1) at which the report shall be collected and send to you.

4. Click on OK to save your subscription.

By clicking the button Delete... you can cancel your subscription at any time. Since this button only appears at saved reports with subscription this even enables you to identify existing subscriptions for each report.

Filter options

You can filter the results displayed according to the criteria Lessons (1) and Time Period (2). To remove results for specific lessons from the display, click on the corresponding lesson symbol. The symbol will then be displayed with a line through it.

To restrict the results displayed to a specific period, activate the Time Period option by clicking on the radio button. Clicking on the start time or end time field will open a calendar field in which you can select the appropriate day.

Note:

To deliver reports by mail succesfully you must have a valid email address specified in your user profile.

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Click on the Refresh button to display the results according to the filter criteria you selected.

Exporting the results The Manager provides you with the ability to export the tracking data in the *.xls (MS Excel) or *.csv (semicolon-separated text file) formats and to use it, for example, for analyzing learning success with the learner. To export the results, proceed as follows:

1. In the appropriate filtered view, click on the button for the particular format you want

(CSV Export or XLS Export ).

2. In the dialog window that then appears, select which application you want to use to open the file or where you would like to save the file.

3. Click on the OK button.

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Learner view The course view itemizes the course topics assigned to you together with the associated learning content. It is broken down into three areas:

1. The course list

2. The list of the lessons belonging to a course

3. The search

Courses can be thought of in the same way as folders, whose associated learning content describes a topic area. Selecting a course in the course list displays all of the associated lessons in the learning content list. Click on a corresponding lesson in the lesson list to launch it. Read the chapter Displaying learning progress for further information.

Explanation of the display options The Learnerview offers various preset displays for learning content on the administrator side. An explanation of the respective displays and the symbols they use is provided below:

• Display without additional information Only the learning contents are listed without additional information.

• Display with progress bar The overall progress is also displayed as a progress bar for the course in the course list and for the individual learning contents in the overview of the learning contents that are part of the course. A second bar that shows the status of testing is also displayed for Test type lessons.

• Display with number of times accessed The number of times the respective learning content or course has been accessed is displayed. The number of times accessed represents the total number of users who have accessed the content or course and not the number of times they have been individually accessed. This lets you see, for example, which learning contents/courses are particularly popular and are thus either considered particularly important or difficult to understand.

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Playback of contents The learning content overview shows you the lessons and projects assigned to you within a course. If a course comprises a number of levels the content will be displayed in a tree view in which you can launch the subordinate objects by clicking on the drop-down button.

Clicking on objects containing sub objects has the effect of launching the library, which depicts all the subordinate objects containing additional learning material, where available.

Clicking on a lesson results in the relevant lesson being played back.

Displaying learning progress Within the course list, alongside the respective list entries, you will be shown the number of calls you have already effected, depending on the server setting, as well as your current learning progress. This gives you a quick overview of your progress within the respective courses.

Show learning status Furthermore you have the possibility to view your learning status for all lessons of a course in status view. Just click on Show status to switch to status view. Within this view all lessons will be displayed in a list with its individual learning progress / status.

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Certificate The Manager offers you the opportunity to become certified for completed training courses.

If you earn enough points upon completing a training course, an additional link Certificate will appear in your course list. Click on the link to open the certificate in print view. Select the heading area of the page that is displayed, decide on whether the displayed course details should be printed below the certificate as well, and open your browser's printer dialog box by clicking on the button Print.

Searching for content The search function allows you to search both within the learning content assigned to you and all of the learning content available on the server.

Mark an entry in the list of assigned courses and enter your search word in the input field. Click on Search or use the ENTER key to perform the search within the contents of the marked list entry.

As defined by server settings there will advanced search parameters available as following:

Note:

To print out the certificate without the additional printing information, such as the date and source, deactivate the option for printing out the header and foot notes under the printer settings. For more information, you can refer to the respective chapter for your browser here: System requirements.

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1. search all courses With checkbox activated search for entered string will be executed within all assigned learning content.

2. search global With checkbox activated search for entered string will be executed within all available learning content. This will effect even those contents which are not assigned to you.

The commentary function The trainer enables you to write a comment on learning content that is being played back. You can, for example, report errors in learning content or point out any comprehension problems and the consequent wish for a more comprehensible explanation. To launch the commentary dialog box, press the key combination CTRL + F1 when playing back the learning content.

Note:

This function has to be activated by the project manager or administrator and can be assigned a different key combination. If necessary, ask your contact.

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Bookpage Editor The Manager makes it possible for you to edit created Bookpage directly in the browser with the integrated Bookpage editor. Click on the Edit button to open the Bookpage editor.

The bookpage editor The Manager makes it possible for you to edit created Bookpage directly in the browser with the integrated Bookpage editor. Click on the Edit button to open the Bookpage editor.

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Books and Book Pages Books and book pages are a particular way of presenting learning content by using different lessons and materials within a creative and diverse design and compilation.

Book pages are characterized by a strongly multimedia dimension combined with user interaction. They make it possible to incorporate lessons and different media files, but also conventional documents and links to further information.

Using different elements and media presents you with many and various opportunities for presenting and communicating information. Moreover, the book page design as well can be individually edited and customized to the content to be communicated. By consolidating different book pages within one book you can divide your content into information units.

Easy to create, diverse applications Book pages make it possible to create courses on a particular topic quickly by inserting objects on the book page and linking them to content. In this way you can amalgamate the content of a number of lessons by combining different modes and documents. However, because of the diverse ways of presenting information on book pages, it is not absolutely necessary to integrate lessons into a book page. You can also design a book page using simple texts or video files and thus provide these to the learner in addition to the individual lessons or else integrate them entirely independently as an extension of the topic.

Didactic benefit Books and book pages promote independent learning and a stronger engagement with the facts as learners are able to use and discover the content individually. They allow the student to work with the content that is relevant to him and ensure variety due to different information formats.

Basic principle and structure A book page is an HTML page on which different content can be filed in different forms and accessed.

It can accommodate various buttons for launching lessons and opening documents that can then be linked within a Workarea. Media files for audio and video formats can also be integrated and can be presented using appropriate playback applications. But information in traditional form, as an image or text, can also be created on a book page.

A number of book pages can be combined in a book. A book can thus be understood as a type of group. Once a book has been created, it can be displayed in the book reader, which the learner can use to flick through the pages and launch and work through content.

Defining the design After creating the book page, it is opened in the book page editor using the Default style. You can use the Style parameter to select the design you want in the Object Editor and customize it accordingly.

A style defines the background design, the design of the buttons for the linked learning content as well as the appearance of the text box. Selecting a different skin therefore changes all of these objects. Before you select a skin, it is advisable to insert some objects to be able to assess the overall design.

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Customizing the background You can customize the chosen background design as you like. You can use an available skin as a template which can then be edited once it has been selected.

Various settings are available to you in the book page editor for displaying the book page:

• Width and Height: These values determine the book page's width and height. The values are stated in pixels

• Background Color: Changing this value customizes the color of the outer surface surrounding the book page.

You can use Select Color... to define the desired color value. This can be defined in the RGB or HSV color space or as a hexadecimal value. You can also make the background transparent if you do not want any color to be

displayed. This is done using the Transparent button .

• Page Color: This value will determine the book page's background color. It is recommended that you enter a value in this field if you choose not to use an image for the book page's background or if you use an image that does not cover the entire book page itself.

• Border: Defines the width of the border for the book page. The value is defined in pixels. If no border is to be displayed, the value is to be set to 0.

• Border Color: This parameter can be used to define the color of the book page border. The Select color... function can be used to define a corresponding value in the RGB or HSV color space or as a hexadecimal value. Ensure that you have previously specified a width for the border so that it is actually displayed.

• Border style: Determines the style of the border that you can select from the drop-down list.

• Image: This parameter can be used to define an individual background image which replaces the image of the skin that has been set.

You can call up the design parameters at any time while a book page is being created and amend them by clicking on the background.

Inserting objects The principle behind book pages is embedding buttons on them for linking to learning content as well as interactive objects and media files. Learners can subsequently select objects at will and work through their learning content or use the information they contain to advance their learning.

How they arrange the objects on the book page is left to their creativity. They can arrange them symmetrically or lay them out as they see fit. In the process, they should however take care not to integrate too many objects on a book page to avoid overloading the page with objects and information.

Proceed as follows when inserting and editing objects:

3. In the toolbar, click on the button corresponding to the object type you would like to insert. This creates a button or element for the selected object which allows the user to call up the learning content.

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4. Select the object to edit it.

5. You can position the object on the book page using drag&drop. A red border appears when you select the object. Click on it and keep the mouse key depressed during the positioning maneuver. Additional functionality for positioning objects is available to you in the toolbar.

Further editing of the object is by means of the object editor, which offers you the associated parameters. For each object, proceed in accordance with the explanations in the relevant sections:

Objects for different information

Modes, books and documentation

Media files

Embedded documents

Once you have edited your book page, save it using the Save page button in the toolbar.

Objects in bookpages With objects used in the bookpages, you can individually add content to your bookpages and give them a customized layout. There are various parameters available depending on the object used. You can also design the bookpage interactively using action links to the objects.

The following chapters describe the available objects and their internal object parameters. For a description of general parameters for all objects, please read the object editing chapter and its sub-chapters.

Bookpage objects With objects used in the bookpages, you can individually add content to your bookpages and give them a customized layout. There are various parameters available depending on the object used. You can also design the bookpage interactively using action links to the objects.

The following chapters describe the available objects and their internal object parameters. For a description of general parameters for all objects, please read the Editing objects chapter and its sub-chapters.

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Objects for different information Different elements offer the opportunity to provide the learner with further information. You can insert these using the toolbar and edit them accordingly.

They offer you the following objects:

Button Function

Insert Arrow

Insert Block Arrow

Insert Bubble

Insert Image

Insert Text Box

Insert Placeholder

Insert Active Area

Insert Text Pop Up

Insert BPM Object

Insert Connection

For editing of objects, please read the corresponding section.

Arrow The arrow object is customizable. It creates a path for which you can choose from a variety of arrow heads. The arrow's length, position and direction can be modified as desired.

How to position a path point There are path points at the beginning and end of an arrow that allow you to adjust its length and direction. Click on one of the points and drag and drop it to the desired position on the book page.

How to define an arrow An arrow object can be customized as follows:

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• Arrow color

This value defines the arrow's color. The Select color... option can be used to define an appropriate value.

• Thickness This value allows you to define the arrow's thickness. The value is given in pixels.

• Arrow head 1 & 2 There are several different types of arrow heads to choose from:

None

Standard

Triangle – Hollow

Triangle – Filled

Diamond – Hollow

Diamond – Filled

Circle – Hollow

Circle - Filled

• Large arrow head The size of the arrow heads can be changed in this area. The area can be displayed via the Advanced View.

The size of the arrow head can be defined in width and length and adjusted depending on the thickness of the arrow. A value can be entered here between 2 and 20 that indicates the factor by which the length or width is to be increased by the thickness.

Bubble Bubbles are ideal for adding visually-appealing textual content to your projects. Similar to those used in the simulations, these bubbles also have a tip on them to point to a specific item on the page.

Creating bubbles To create a bubble, click on the option Insert bubble. The following options will appear:

• Text: Click on the text field to open the HTML editor, where you can enter and format your text for the bubble.

• Type: Here you can choose which type of bubble you would like to use. To edit your bubble, go to the menu Tools and open the editing dialog box for your bubble type.

• Alignment: Here you can specify in which direction the tip of your bubble should be pointing. If you choose the option Center – the bubble will have no point and it will be positions in the middle of the chosen area.

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• Text style: Here you can choose a predefined style for your text. There are 5 styles to choose from, from A to E. The text styles are saved under the resource Configuration/Styles as bubble.css.

• Title: This text field allows you to enter a title for the bubble. When using titles, it is recommended that you also enable the option Movable, which inserts a title bar at the top of your object.

• Movable: When this option is enabled, the bubble can be repositioned on the book page during playback. An additional title bar will appear in the object that allows you to move the bubble per Drag & Drop. After it’s been repositioned, the bubble will be displayed normally with no arrow markers.

• Closable: When this option is enabled, the bubble can be closed while the book page is playing. An X icon will appear in the corner of the bubble for you to click on. Under Actions, you can also manually add the icon Restore so you can quickly redisplay the bubble.

Manually changing text bubble alignments

A square will appear at the top of the bubble, which you can use to manually turn the object. With centrally-aligned bubbles that do not have a tip, the square will appear in the middle of the bubble. Click on the square and hold the mouse button down. With the mouse button still pressed, pull the dot away from the bubble and to the desired position. Release the mouse button to set the new position.

Image This function allows you to insert an image in any format. This can be a screenshot, for example, or the graphical representation of a fact.

You can use the various functions Replace image in the Image parameter to insert a corresponding image file.

Creating dynamic effects Once you have defined a link for an image you can create dynamic effects for it to visualize its state when moving the cursor over the image and when clicking on it.

• Image Roll-Over: You can use the Image rollover option to insert an image that is faded in when the mouse is moved over it.

• Click Image: You can use the Image rollover option to insert an image that is faded in when the image is clicked on.

Further options

• Retain aspect ratio: If this parameter is activated, the aspect ratio is retained when scaling an image. Deactivate this parameter if you want to be free to change the size of an image.

• Zoom: The Zoom option allows you to zoom in and out of images on the book page. An icon will be inserted onto the image. By clicking on the icon, the image will be shown in its original size. This allows you to insert an image into the book page and save space when scaling it.

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• Link to: You can use this parameter to link the image you have inserted with an external webpage or object from the Workarea.

• To create a link, go to the Insert link... function. A dialog will then open in which you can specify a link or select an object from the Workarea. A link to a web page or similar is to be entered in the text field under Available. This should be in the format http://www... Confirm your entry by clicking on OK.

• Open in new window: When launched, the linked page is automatically opened in a new browser window. If you would like to open the page in the same window, then you should deactivate the setting Open in new window. If the linked page or object from the Workarea is opened in a new window then you can define properties dictating the appearance of the open browser window.

Text Box Clicking on the Insert Text Box button inserts a field in which you can enter pure text. The size of this field can be varied to accommodate longer texts. Example, you can use the text field to provide general or introductory information about a learning topic.

Placeholder The Placeholder inserts a variable in order to dynamically allocate content to a specific location. For example: book page title, descriptions, page number, etc. The placeholder object makes it easier to keep the layout consistent throughout the project. To use placeholders, it is recommended that you insert them into templates so that they will be available in all of your book pages. For example, the page number can be integrated into all of the book pages in the same position.

Once an object has been inserted, choose the desired option from the Placeholder selection list. The respective content will then be displayed in the text field.

You can choose from the following placeholders:

• Book title

• Book description

• Book page title

• Book page description

• Chapter title

• Chapter description

• Page number

• Page count

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Active Area The Active Area is a text field in which you can insert a text or image. The entire area constitutes a button that can be linked with an external web page or object from the Workarea. This allows further information, for example, to be shown.

To create a link, go to the Insert link... function. A dialog will then open in which you can specify a link or select an object from the Workarea. A link to a web page or similar is to be entered in the text field under Available. This should be in the format http://www... Confirm your entry by clicking on OK.

When launched, the linked page is automatically opened in a new browser window. If you would like to open the page in the same window, you need to deactivate the setting Open in a new window.

If the linked page or object from the Workarea is opened in a new window, you can define properties for displaying the browser window that has been opened.

Effects for active areas Under Effects, you will find a list of settings that allow you to add dynamic effects to active surfaces in order to improve its usability. The following actions can be defined:

• Design Roll-Over

• Design Click

Once one of these options has been enabled, additional settings will appear. The following settings can be defined to change the object’s properties:

• Background color

• Font color

• Border color

Text Pop-Up This function inserts a text pop-up which can be opened by a button. You can insert any text you like in this box as well as an image. The text pop-up can be formatted using the Text Pop-Up position subcategory to adjust its size and position.

Defining type and title Different types, differentiated by a corresponding icon, can be defined for displaying the textbox. Using different types enables you to highlight the text box content and present it more clearly to the user.

The following types are available and can be selected using the parameter Type:

• Standard

• More Info

• Tip

Title: You can use the parameter Title to specify a title for the text box. If you do not want to display a title, you should leave the field blank. The default setting for the Standard type is no title whereas placeholders are displayed for the other types.

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Further options

• Show on Roll-Over: This option allows you to define whether a text pop-up should appear when the mouse cursor rolls over the icon. When the mouse cursor rolls out of the icon, the text pop-up will hide again. The text pop-up behaves in the same way as a tooltip.

• Fade In/Out: This parameter defines whether the text pop-up is displayed or hidden with a fading in effect when being opened or closed. Deactivate the setting if you wish to avoid this effect.

• Hide Text Pop-Up in Editor: The default setting is for the text pop-up to be displayed in the book page editor. Activate the parameter to hide it for editing. If you would like to reinstate the text pop-up in the view, deactivate the setting.

Linking content from the Workarea You can link modes, documents and book pages you have created from your Workarea on your book page. Proceed as follows:

1. In the toolbar, select the relevant type which you would like to link to content. A button is then created on your book page.

2. To insert a link, select the Edit link… button adjacent to the link to parameter in the Object Editor.

3. A dialog displaying the Workarea structure will then open. Only the learning content corresponding to the type of button you have inserted can be selected from this dialog. Specify the learning content you want by clicking on it and click on OK to confirm.

The object is now linked to the button and can be selected and opened when viewing the book page.

How to customize an icon Icons for inserted objects automatically have the same Style appearance that was defined for the book page itself. It is, however, possible to customize an icon with your own image. To do so, click on the option Image. This can be an existing image file or a screenshot that has not yet been created. You can also define an object's icon to be used as default on all the book pages. To do so, go to Book Page Initialization and insert the icon.

Note:

If a button is not linked, a note icon will appear on the button. Create the link as desired. This icon is only visible from the book page editor screen.

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Content overview You can link to the following learning content with a book page:

Modes You can incorporate these modes:

Demo mode

Practice mode

Test mode

Concurrent mode

Quiz

Any lesson mode containing only quiz macros can be selected for this. As a rule, the recommended mode is Test mode as it does not allow the user to influence the process in any way.

Book page

You have the facility on your book page to link to another book page.

Book

You have the facility on your book page to link to another book.

Documentation

The Insert documentation command allows you to integrate different documents into your book page. For example, these can be Word or PowerPoint documents you have created in your lessons or else files in Excel or PDF format inserted in the Workarea.

Note:

Ensure that linked objects from the Workarea are not also issued when creating an archive. These are to be selected manually for the archive. You can find further information on this in the Exporting a book page archive section.

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Embed documents In addition to linking to documents, you can also display them directly on the book page. This embeds the documents in an IFrame. The documents to be displayed in this way can be in Word or PowerPoint format as well as HTML files or web pages.

Select the desired function in the toolbar:

Insert Office document

Insert HTML document

Once you have selected the corresponding button you will receive the IFrame in which the desired document is placed. Then use the Source parameter to insert your document. When inserting the objects, please pay attention to the section on linking to content from the Workarea.

If you select an Office document you will then be asked in a dialog whether the document is to be stored or displayed. Now click on Open to integrate the document into the IFrame.

Integrating media files Various video and audio file formats can be inserted in the book pages. This allows learning content to be presented in a very diverse way, which can act in support of regular lessons or else provide further information.

The following formats are at your disposal:

Flash film (animation) (*swf)

Windows Media Player file (*.avi)

QuickTime file (*.mov)

Audio Object

Inserting a media file Insert a media file in your book page as follows:

1. In the book page editor toolbar, select the media format you would like to insert. This will insert the user interface of the associated playback application.

2. Click on Insert object of the Source parameter in the object editor.

3. Now click on the media file in the desired format and click on Open.

Note:

Please note that inserting and viewing these media files requires appropriate playback applications for the format in question to be installed on the authors and users workstations. These can be downloaded on the Internet from the relevant manufacturers. Consult your administrator if so required.

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The media file is now displayed on your book page and can be played back. It will also have been copied into the book page folder.

Individual format settings There are different settings available in the object editor for the various media formats. You can edit them after inserting the media file:

• Display controls: (Windows Media Player, QuickTime) You can use these to view the control bar.

• Display status bar: (Windows Media Player) If this setting is activated, the playback status and file expiration time will be displayed.

• Sound channel: (Audio Object) This parameter determines which channel is used for sound.

• Quality: (Flash) The playback quality of the inserted film can be defined for flash files. This makes it possible to reduce the file load times. Use the drop-down list to select an appropriate quality.

• Window Mode: (Flash) Window mode affects the display of the background and the performance when playing a Flash animation.

• Start automatically: (QuickTime, Audio Object) Activate this parameter if the file playback is to be started automatically after the book page has been opened. If this setting has been deactivated, the learner needs to start the media file manually.

• Repeat: (QuickTime, Audio Object) Activate this parameter if the object is meant to start again after being played back.

• Scaling technique: (QuickTime) This parameter modifies the size scaling of the inserted media file. Use the drop-down list to select an appropriate scaling.

Note:

One page with the current settings is displayed by default for inserted media objects. This is only visible for editing and is hidden during playback.

Note:

The audio object itself does not have a control option but is only responsible for playing audio files. It is thus also an empty object not visible on the book page. You can learn how to create controls for the audio object in the respective chapter.

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Creating a Flash button Flash buttons are inserted to increase the design options available for book page controls. This is done using the Flash animation object. You can do this both by inserting Flash files containing predefined links as well as Flash files to which a link in the book page has been assigned.

This is how you create a Flash button:

1. Insert a Flash object using insert Flash animation and select a Flash file. Please also note the section on integrating media files.

2. Then select the Edit link... button in the parameter Link to.

3. You can now use the dialog box to select an item of content in your Workarea or specify an external link in the Available area. Confirm the dialog by clicking on OK.

Flash buttons can only be inserted in a book page and linked to one at a time.

Note:

Assign only one link in the book page editor to the Flash button if the Flash film does not already contain a link assigned to it when it was created in a Flash animation application.

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Object editing Various parameters and functions are available for the inserted objects, which you can use to edit the design and positioning of individual and multiple objects.

Editing parameters There are various parameters available in the object Editor for editing objects. These depend on the object in question:

• Name: A name is automatically allocated to each object when it is inserted into the book. The name is customizable and its purpose is for internal use. The name will appear in the list of objects and when actions are assigned to it.

• Background Color: This value can be used to define an object's background color. The Select color...

option can be used to define an appropriate value.

• Border: Defines the width of the border. The value is defined in pixels. If no border is to be displayed, the value is to be set to "0".

• Border Color:

This parameter determines the color of an object's border. The Select color... function can be used to define a corresponding value in the RGB or HSV color space or as a hexadecimal value. Ensure that you have previously specified a width for the border so that it is actually displayed.

• Padding: The parameter Padding defines the internal spacing between the border and the text or image. The value is defined in pixels.

• Scrolling Text (text field, active surface): When this setting is enabled, text that is inserted will be displayed as scrolling text on the book page. The scroll movement goes from right to left.

Formatting texts (Area: Text Style Defaults)

• Font: The Parameter identifies the text font. The default setting for this is Arial.

• Font Size: This parameter defines the font size. The value is defined in pixels.

• Font Color:

This value can be used to define an object's text color. The Select color... option can be used to define a corresponding value in the RGB or HSV color space or as a hexadecimal value.

• Alignment: This parameter determines the alignment of the text in the text field. The default setting for this is left. The alignments right and center are also available in the drop-down list.

• Vertical Orientation: This setting defines the vertical orientation of text. The text orientation is set by default to Top.

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Settings The Settings area makes it possible for you to edit your personal user information and your individual settings. To provide a better overview, this area is divided into the sub-areas User Information and User Settings. These can be accessed using tabs.

Please keep in mind that not all of the settings described here may be available as a result of your privileges.

User Info This area enables you to edit the saved values for your user profile. Please take care to enter a valid mail address, since you won't be able to get notifications for assignments or object changes without.

The following possible settings are available to you:

Setting Description

Last name Your last name.

First name Your first name.

Middle names Any other first names.

E-Mail Enter your e-mail address in this field, or change it if so required.

Phone Enter your telephone number in this field, or change it if so required.

Interface language In the drop-down menu, select the language in which you would like the application interface to be presented.

Password The password you use to log on.

Password Repetition of the password you have entered to ensure it has been entered correctly.

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User Settings You can define individual options for your user account in the User Settings area.

General user settings You can delete all of the settings defined for your user account by clicking on the Delete All button. This affects all of the settings available to you that were saved for your user account, e.g. the status of your most recently viewed pages, your filters saved in the task overview, etc..

Workarea options

Setting Explanation

Show Save dialog to switch objects with unsaved changes

Defines whether the complete Save dialog is displayed when closing an object with unsaved changes or the content changes should be saved without having to reenter allocation, status and comments.

Automatically return write access to the superordinate object when deleting an object

Defines whether the write access to this superordinate object should be automatically returned after the object is deleted.

Automatically obtain write access to the superordinate object when deleting an object

Defines whether the write access to the superordinate object should be automatically obtained for this action when deleting an object.

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Security settings The Manager gives you various options for tailoring work with the web application and communication between the client and server to your individual security requirements. There are also already security functions implemented by default that prevent unauthorized access or manipulation of your content. These include, for example, a function that detects malicious code implemented in content as well as a function that grants workarea-specific read and write access.

The following sub-chapters describe various options that you can use individually or in combination to achieve the best possible data security to meet your needs.

Origin restrictions for administrative roles The Administrator IP Ranges server setting lets you restrict access to specific network addresses/address ranges from roles with admin permissions. This allows you, for example, to permit access from these types of roles only from within the internal company network. Enter the IP address as described below: As a list of IP addresses Enter individual IP addresses separated by a comma, e.g.

As an IP address range Enter an IP address range in the format start address-end address, e.g.

As a combination of addresses and ranges The two options can be combined, e.g.

The following additional options are also available when entering IP origin ranges.

Entry of sub-networks You can specify sub-networks by entering the mask notation or the length notation, e.g.

Mask notation:

Length notation:

192.168.1.1, 192.168.1.2, 192.168.1.3

192.168.1.1-192.168.1.10

192.168.1.1, 192.168.1.2, 192.168.1.10-192.168.1.15, 192.168.1.23

192.168.1.0/255.255.255.0

192.168.1.10/24

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Using wildcards You can structure IP addresses dynamically using the wildcard character, e.g.

Separating content and administrative tasks The server-side detection and removal of malicious code implemented in content can also be supported by separating content and administrative tasks. In this case, after the Filter content permissions if user has admin permissions function has been activated, the workarea view is no longer displayed for users with admin permissions (e.g. administration of server settings and meta information such as status, milestones, etc.).

If the user still needs access to content, a second user account without admin permissions must be created for this user. The user then logs in separately with this profile to view or edit content.

Password restrictions User login information is more difficult for attackers to elicit if different character sets are used in longer character sequences. If you use password restrictions, you require users to comply with predefined security criteria when entering a password and prevent passwords that are easy to remember and also easy to crack from being used. The following restrictions are available to you in the server settings: Minimum password length: Indicates the minimum character length of the password. If you enter 0, user accounts may be created without passwords. Password must contain number: Indicates that the password to be entered must contain at least one numeric character (0-9). Password must contain special character: Indicates that the password to be entered must contain at least one special character (&,$,...).

192.168.1.*

Note:

Please keep in mind that if this function is activated, users can only access the server from specified origin IP addresses once they have been assigned admin permissions.

Note:

If the user account is issued admin permissions when content separation is activated, the Producer-side connection to the login data of this user account is prevented. As a result, make sure that if you activate this function at a later time, you inform users with admin permissions that it is necessary to return write permissions to prevent data inconsistencies resulting from write permissions kept in local workarea copies. These can then no longer be returned or are lost when the user logs in with another user account.

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Password must contain lower and upper case letters: Indicates that the password to be entered must contain at least one upper and one lower case letter.

Applying restrictions to Excel import Password restrictions can also be applied when importing user data in an Excel file. To do this, activate the use password policy option above the path entered for the Excel file. As a result, all users whose passwords violate the restrictions in the Excel file are imported as inactive users. They must be manually activated and a new password issued.

Note:

The password restrictions do not apply for passwords from LDAP-supported user profiles because, in this case, the Active Directory server administrates the user profiles and their security criteria.

Note:

The password restrictions do not affect passwords in user profiles that have already been created. The restrictions only apply to these profiles when the user changes the password.

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Browser settings to use single sign-on To gain browser-side support of single sign-on functionality you have to adapt your browser settings. Please read specific subchapter according to your favorite browser.

Settings for Mozilla Firefox Open the advanced browser configuration by entering about:config in the address bar. Search for the setting network.negotiate-auth.trusted-uris and enter the name of the server or the server domain.

Settings for Internet Explorer Open the browser settings by clicking Tools > Internet settings and make the following changes:

1. Open the Advanced tab. Activate the option Integrated Windows Authentication under Security.

2. Open the Security tab and click Local intranet. Click the Custom level button and select Automatic logon only Intranet zone under User Authentication > Logon. Close the dialog box and click OK.

3. Click the Sites button in the dialog window that opens and select Advanced. Enter the IP address of the host name of the server where Manager is installed in the upper input box. If the input box is not available for entry, contact your network administrator to add it to the listed values.

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Glossary Administrative permissions The collection of administrative permissions includes all permissions, which are related to the management of system and user structure without granting access to contents. Administrative permissions are opposite to object permissions.

Administrator The administrator is a specially trained user role within an application or system with predominantly administrative tasks, such as for example debugging, creating other user roles, building and maintaining the system or editing content.

Assessment In conjunction with the term E-learning, assessment is an evaluation process that makes it possible systematically to evaluate learners' capabilities and skills (soft and hard skills) as well as the extent of their knowledge.

Assets Assets are object properties to be find in the property sheet editor beneath the tab Assets. Assets are to be uderstand as all items related to current object, including references (referenced entities) and files (objects' source files as well as attached external files like documents or multimedia objects).

Assigned to The optional property Assigned to is used in tasks. It specifies the user, to whom the task has been assigned for further action. According to your project management this property enables you to identify which objects in which editing state are hold by which editor.

Audio Project An audio project is a lesson accompanied by a soundtrack. Thanks to this soundtrack, the author, in the same way as in a video tutorial, can explain the steps being demonstrated and thus guide the user through the lesson.

Author As regards authoring tools, the author is responsible in his or her role for planning the curriculum as well as creating and maintaining the learning content. The author can, however, also be available to the learning group as an indirect point of contact and thus in this virtual learning environment assume the role of a mentor in the widest sense of the word.

Bandwidth When applied to data transmission technology, the term bandwidth is used as a synonym for data transmission rate or speed. For example, the size of the bandwidth is of great importance for embedding multimedia content in Web content or using client-server technologies.

Body The body element determines the outermost edge of the displayed area of the HTML page. A distinction is therefore made at source text level. What is defined within the body element (<body>....</body>) are objects, texts and information that are to be placed on the screen whereas meta and style information, as well as scripts, are placed outside the body element (in front of the opening body element <body>).

Bookmarks, Favorites What is understood by a favorite on the Internet is a link that is managed within a collection of favorites for the purpose of quicker access to certain frequently visited Internet sites.

Broadcast Broadcast is a functionality to be find in administration menu. It enables you to create and send mass e-mails to the Manager identities right within Manager's interface. By using Broadcast you can provide your users with maintenance announcements or editing instructions and else more.

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Browser A browser is an application that enables the display of and interaction with content on the World Wide Web or local Intranet. This content can be text, graphics, videos, music or link them all together using scripts. Information and content are mainly integrated within an HTML framework, thereby enabling the browser to display them. Browsers can also display interactive, mainly script-based content by incorporating different plugins.

Bubble Bubbles (speech bubbles) display text content. In the E-learning arena, bubbles are frequently used to provide explanations or advice.

CSS CSS stands for Cascading Style Sheet and is a declarative language for structured documents, primarily HTML and XML, which can help to define screen presentation using object and class definitions. CSS is now considered to be the default style language for web pages.

CSV Export The Manager provides the possibility to export task logs, reports and task lists for post processing in file format *.csv by using the button CSV Export. Optionally you can use XLS Export as well.

Central Workarea SAP SAP Workforce Performance Builder Producer functionality for supporting author groups. Individual author lessons are collated and managed in the central workarea. Individual authors can use write permission management to edit or review projects in their local workarea and transfer changes to the project in the central workarea. Administration of the central workarea is via the CWA super user.

Certificate The certificate is the printable proof of your successful completion of a course. As soon as you have completed the required amount of completion, an additional link appears next to the course entry in course list leading you to the display page of the certificate.

Client Computers or applications that retrieve information from so-called servers. This occurs within a client-server architecture, a „distributed intelligence“ system in which the client largely assumes responsibility for interacting with the user and the server largely looks after providing the components to be retrieved. This makes it possible to hold information in readiness on a server for multiple clients. The converse of the client-server architecture is peer-to-peer architecture.

Client-Server Technology Data and applications are exchanged within a computer network and shared. Within this setup, the server organizes network operations and has access to all the necessary applications and data. Under the server's control, all workstations (clients) can access all these applications and data. Protective and security devices ensure that only authorized clients are able to access data and programs on the client-server network.

Computer Based Training Also: CBT

With this form of learning, participants work with learning materials by interacting independently with the learning software. Students can retrieve requirements in structured form depending on the level of their knowledge, with support from interactivity tools. This entails the computer taking over part of the learning dialogs, the testing of knowledge and possibly control of the learning process. In contrast to WBT, CBT increasingly implies offline learning offerings.

Concurrent Mode Concurrent mode is the name used in the Project Explorer and in the library for the German „Praxismodus“. It is necessary to use the English term in order to ensure the consistency of the application interface independent of language.

Content Management System Also: CMS

CMS support teams in the process of creating and managing content with the facility to return to objects that have

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already been created. In consequence, they are eminently suited as a repository of knowledge for students and also frequently as a development pool for WBT authors.

Control Controls are graphical objects that support the end user's application-specific (mouse) interaction. They include elements such as, for example, buttons, selection boxes, radio buttons, dropdown menus, text boxes (input and output), etc...

Course list The Course list as displayed in left half of the learner view provides the courses which have been assigned to you. Depending on each course setup the courses may display a usage counter or the percental rate of completion.

Course A course abstracts learning contents which is assigned to specific identities. Main course features are build up by the settings set for the assignment and the selected group of identities.

Curriculum Concept of the course of a lesson or entire subject in terms of time and content. Comprises the enumeration of learning goals, learning content and methodological advice.

DHTML Stands for Dynamic HTML and refers to the combination of HTML, CSS and client-side script languages such as, for example, JavaScript using DOM (Document Object Model). In principle, each web page in which appearance, interactivity or functionality are controlled by using client-side script languages to change variables, is a DHTML-based web page.

DOT File File format for Word templates. These templates can contain both formatting instructions as well as functional extensions in the form of scripts.

Demo Mode Users have their application's processes explained to them by means of a simulated lesson running on its own. The lesson is played back in a sequence that runs automatically with appropriate comments.

Document Object Model Also: DOM

The Document Object Model (DOM) is an API defining the logical structure of HTML and XML documents, thus making these documents capable of being read and manipulated in standardized form by external applications.

Document Template Depending on the purpose for which it is to be used and on the application, a document template contains style defaults and dynamic functions. For example, a Word document template (*.dot) can contain default formatting information for the content, the document itself as well as any necessary functionality in macro form.

Excel import The Excel import is to be called by administration menu (Server Import) or the installation assistant. It provides you the possibility to import multiple user data within one excel file without having the laborious need to enter those manually for each user. Please read the installation manual for detailed information.

Feedback Response to the triggering of an event or a query that issues a dialog defined by the application or system or customized by the author.

Global permissions Global permissions are bind to identities, controlling which areas and objects of the Manager are permit to be displayed, edit or deleted by this specific identity. Global permissions are inherited hierarchically by the user structure. This means that additional permissions are added individually if a subordinated identity has some additional permissions. Global permissions are liable to workarea permissions.

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HTML “HyperText Markup Language“ - An open, by which is meant generally available, standard for displaying multimedia content on the World Wide Web. Enables Internet pages to be displayed independently of platform using a browser.

Hide Hide is an object property to be find in the Property Sheet Editor which, once checked, results in the object to be hidden in library . Furthermore the object will be hidden in the learnerview of Manager as well.

Highlight Visual marking / emphasis of an element or location by using optically conspicuous elements such as for example a yellow border.

Hypertext Flexible document model providing for the concatenation and cross-referencing of interrelated documents. By selecting such a link or cross reference, it is possible to launch the corresponding document. Hypertext thereby also supports the integration of further media, such as images and audio.

Identity Identity is a simplifying term to cover user structural elements like user, roles and organizational units in Manager.

Internet Arose out of the merger of ARPA-Net and CS-Net that has since spread around the world. As the Internet, as a decentralized network, has no physical central computer, each computer connected to the Internet is a network resource.

Intranet An intranet is an in-house, nonpublic computer network within an organization or company, which is based on the same technologies (TCP/IP, HTTP) and applications as the Internet and which is available to a company's or organization's employees as an information, communication and application platform.

Keytab The Keytab file is a protected storage providing encrypted authentication data to the Manager. This is necessary to gain ability of kerberos based Single sign-on.

LDAP import Also: LDAP

The LDAP import is to be called by administration menu (Server Import) or the installation assistant. It provides the possibility to import and update user structures from one or multiple Active Directory servers available in network. User imported by LDAP are able to login to Manager by using their domain authentication they are used to.

Learner view The learner view lists all courses which have been assigned to you as well as it displays you your progress within the lessons. You can start the various lesson types directly from learner view as well as you can start the library to gain possibility of using additional external learning contents like multimedia or documentations.

Lesson types Lesson types is a collecting term which integrates the various playable lessons formats. In several situations, e.g. the creation and the filtering of reports and courses, you can filter which lesson type shall be used for displaying data or assigning contents. Lesson types are: Demo mode, Practice mode, Test mode, Concurrent mode, Book and Navigation

Lesson The subject matter is broken down into lessons. The length and duration of the lesson depends on the amount of knowledge to be taught and the size of the application.

Milestone A Milestone is a globally available property defining a sub-ordinated target along the way of creating and finalizing contents for a project. Milestones are to be create within the administration menu of Manager.

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Further globally available properties are: Status, Types, Priorities

Notification Notifications are e-mails, which are automatically send from Manager to a range of watchers on task changes or specific events like a workflow transition. Basic requirement to receive notifications is an existing, valid mail address in watchers user profile.

Object permissions The collection of Object permissions includes all permissions providing direct access and editing possibilities to contents. Since this might be a potentially high risk for roles with administrative privileges, the distinction to administrative permissions provides a higher security against attacks by infiltrated malicious code.

Online Help Application aids in DHTML format are called online aids as they are displayed using typical browsers and can therefore be made available locally or on a web server. The various themed pages are each available here as individual HTML files that interact with one another via scripting language and links. The user interface is made up of an HTML frameset in which the requested files are loaded and displayed.

Organizational unit Also: Organisational unit

An organizational unit is an structure-forming element to group users. For example it might display an department, which is part of a specific enterprise branch (a superior organizational unit). By using organizational units it is possible to depict the whole enterprise structure exactly. In connection with the LDAP import the abbreviation OU is a general practice. Management of organizational units is to be find within the administration menu. To depict user groups by their tasks you should use Roles.

Organizational unit system Also: ou system

The organizational unit system is created by installation process of Manager and contains a set of predefined roles with their accordant permissions.

Permissions Permissions are organizing the different user access levels to areas and objects. Generally permissions on Manager are distinguished into global permissions and workarea permissions.

Practice Mode Practice mode is the name used in the Project Explorer and in the library for the German „Übungs-Modus“. It is necessary to use the English term in order to ensure the consistency of the application interface independent of language.

Priority Also: Priorities

Priorities are globally available properties reflecting the priority of a task or an object. They can be created freely within the administration menu by being directly available afterwards in all tasks. Further globally available properties are: Status, Types, Milestones

Publish When applied to the SAP Workforce Performance Builder Producer, this refers to the publication/distribution either of individual projects or of the entire workarea from the SAP Workforce Performance Builder Producer. This implies the purging of unused material from the structure.

Published The tag Published is an unchangeable system tag defining if an object, respectively its version, is published to learners. Objects tagged as Published are available to all learners by relating courses or the global search in learner view.

Quiz Direct questions can be put to the user and automatically evaluated by means of a quiz. The task of a quiz is to test and deepen knowledge. To this end, the SAP Workforce Performance Builder Producer provides various macros incorporated

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within lessons or which can be used to develop a standalone quiz lesson.

Recycle Bin The Recycle Bin is an workarea object to do an interim save of objects which have been deleted inside the workarea. Those deleted objects can be recovered or deleted finally with the recycle bin.

Resources In the context of working with the SAP Workforce Performance Builder Producer, they refer to application modules and expansions that can be individually imported, exported and managed. The latter are integrated into the respective current workarea and are thus only valid for the respective workarea in their version or variant. The SAP Workforce Performance Builder Producer provides resource standards when it is installed.

Role Means Role-based: In the IT context, refers to systems in which access can be controlled on a task-oriented basis. Likewise, in relation to learning environments and processes: Learning process participants (students, tutors, administrators, etc) receive different rights and access to different work flows.

SSL Also: TLS, HTTPs, LDAPs

SSL (Secure Sockets Layer) is a cryptographic protocol that provides secured data communication in networks. One or both partners of the communication are identifying themselves by using an encrypted certificate, which is added to data packets. By doing this servers can verify their authenticity as well as the access to third person readers to a communication can be prohibited. SSL secured connection can be easily identified by the suffix -s, e.g. HTTPs or LDAPs.

Scheduler The scheduler is to be find in administration menu providing an overview of planned tasks which have been setup. Optionally listed tasks can be rescheduled or deleted here.

Status report The status report is to be find within menu Tasks. It gives you an overview about the most recent state of the content creation process based on status and their task relations. In three different detail levels you can get an insight how many objects in total, of one workarea or even of an specific lesson type are maybe "stuck in" in one status or maybe already finalized.

Status A status displays the particular process state for each task. By using statuses you can build up and follow an object life cycle in task log for instance. Statuses can be manipulated and expanded freely within the administration menu. Status are used in: Workflows, Tasks

Tag Tags are workarea-specific object properties to be used as unique keys. They can be assigned to an object version only once per object. This enables you to mark a specific state of an object, which afterwards can be found easily in object's task log and version overview, e.g. to freeze finalized learning content with a related application's version number.

Task filter The task filter is to be find within the heading area of the task list (menu item Tasks). It allows you to restrict the number of displayed tasks by specification of various filter criteria.

Task log The task log is to be find in task view below the task properties. It lists all changes and comments which have been made to the task.

Task Also: Tasks

Tasks can be assigned to other users as object related or unrelated (free) tasks. Object related tasks go along with an object for the whole life cycle of itself. Free Tasks contrarily are attended to assign common or, additionaly binded to an object, extra tasks.

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Test mode The lesson is played back in an interactive simulation without instructions. The user is shown a task which he or she then has to carry out without further instructions. Each step is individually assessed and help offered if required. Upon conclusion of the test an evaluation is carried out, which is judged as being successful or not successful depending on the score achieved. This way users can be certified.

Topic Topics are sequential sections of a lesson. A topic contains the current process step screenshot and all macro information required to present and explain this step.

UID The Unique Identifier (UID) is used to identify a project beyond doubt, thus enabling it to be used across all the different workareas and archives, even if projects are given the same name.

URL Universal Resource Locator: Address format for locations on the Internet. For example, with the address http://www.SAP.de, the first part http://www designates the service being used, in this instance the WWW, the next word combination SAP.de identifies the name of the computer on which the information is stored with de designating the country, Germany.

User Deactivation Automatic User Deactivation is a server setting which provides you with the possibility to deactivate user automatically after a specified time of inactivity, disabling their ability to login to Manager.

User Info The tab User Info is part of the Settings area providing you with access to your personal profile data. In case your data is not provided by a LDAP connection, you may change your personal profile data as well as your password here.

User Settings The tab User Settings is part of the Settings area and enables you to control the display of dialogs as well as the

automatic get and push of the write token individually for your user account. Furthermore you can delete your individual history of personal settings here.

Watcher Watchers of events or tasks are notified by e-mail when a change to the task or the specific event itself is triggered. Editing an object or a task automatically adds you to the specific list of watchers. Nevertheless watchers can be added manually as well.

Web-Based Training Also: WBT

Web-Based Training (WBT) is a generic term which also includes Internet technology based learning programs. WBT is a refinement of Computer-Based Training (CBT). Lessons are not distributed on a data medium but are retrieved instead on-demand from a web server online or via the Internet or intranet. The embeddedness in the network offers numerous additional opportunities for communication and interaction between the student and his or her fellow students. Moreover, data intensive audio and video signals can be streamed live via synchronous conference platforms. The prerequisite for web-based training is a high-performance intranet. As WBTs are relatively maintenance friendly, they are the medium of choice for content that is prone to rapid change.

Weighting Also: Weight

Weighting allows to specify the significance of a priority or a course, whereas for both opposite rules count. The higher a weighting of a priority is, the higher it is in its importance. But for a course a higher weighting results in a lower positioning in the list of courses. Courses having the smallest weighting are at the top of the list.

Workarea permissions Workarea permissions regulate the user specific access individually for each workarea. Individual user permissions are less weighted. This means that a user with global editing permissions for objects only

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is allowed to edit objects within a workarea when this is permitted to the user by the individual workarea permissions as well.

Workarea Workarea is the name given to the folder in which all of the relevant data and files for creating and publishing learning content are filed. The workarea structure can be launched and administered via the Project Explorer.

Workflow Also: Workflows

Workflows are to be defind in administration menu in item Workflows, resulting in an individual defined scenario of permitted status transistions for each workflow. Workflows simplify the realization of creation and editing processes as planned by the possibilities to map process steps well-defined and permitted only to specified identities.

Zone Model Since Version 4, Internet Explorer has used a security model to divide web sites into zones of differing trustworthiness. The user assigns web sites to one of four zones, „local intranet“, „Internet“, „trustworthy sites“ or „limited sites“ for each of which different security standards apply.