1408 Learning Release Notes
1408 Learning Release Notes
1408 Learning Release Notes
SuccessFactors Learning
Release Notes
Table of Contents
1 Change History: August 2014 Learning Release Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
SuccessFactors Learning
2 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Table of Contents
1 Change History: August 2014 Learning
Release Notes
Several changes have been added to this document since its initial release. Here is a summary of what's been
changed.
Date Description
August 15, 2014 Initial release of document
SuccessFactors Learning
Change History: August 2014 Learning Release Notes © 2014 SAP SE or an SAP affiliate company. All rights reserved. 3
2 Release Summary Information
The SuccessFactors Release Summary is available as a separate document, but its learning content is copied
here so that you can skim the features in this release before reading the more detailed information in these
release notes.
The following new features from SuccessFactors Learning require some action to enable or disable.
We have improved the learning catalog search and learning catalog filter to make searches faster and more
accurate for users:
● The catalog Search box suggests search phrases to users. When users type the third character in their search
phrase, the system looks across all catalogs to suggest search phrases. By default, search suggestion
disabled. You can enable it in System Admin Configuration System Configuration SEARCH
enableCatalogSearchTypeAhead .
● Users can search across two languages in the learning catalog. To search more than one language, your
organization must have more than one locale enabled. If you have more than one locale enabled, users see
the Secondary Language list in the catalog search page. You can make the language options more visible by
going to System Admin Configuration System Configuration SEARCH and setting
expandCatalogSearchBarFilters to true. When you set it to true and users open the catalog search page, the
Language lists and Currency list appear expanded so that the users see them immediately. By default,
expandCatalogSearchBarFilters is set to false so that the Language list and Currency list are collapsed and
users must click the expand icon to see the lists.
We have also made several universal improvements to learning catalogs. Check the universal section for those
improvements.
[LRN-6600, LRN-6597]
We provide a new standard report called Customer Usage Data in Admin Reports . It returns application
usage data: how many users have logged in, how many learning items have been completed, and so on.
[LRN-6596]
SuccessFactors Learning
4 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Summary Information
Task Checklist Threshold
When administrators create a task checklist, they see a new Threshold box. The threshold is the number of tasks
that an observer must mark complete before the Record Complete button is enabled. For example, administrators
can set the threshold to three so that observers must mark at least three tasks complete before the Record
Complete button is enabled. Administrators can set it to zero to have no threshold and to maintain current
functionality. [LRN-6593]
QuickGuides
QuickGuides are a new way for users to share their knowledge. Using the SuccessFactors Human Capital
Management (HCM) mobile application, users can take pictures of task steps, write instructional text, and publish
the information as a QuickGuide to their catalog for others to see. QuickGuides are not a substitute for more
formal learning like documents or courses. Instead, they support more formal knowledge with "insider" knowledge
from your users.
For example, although inexperienced electricians might have an installation manual for installing current
transformers (CTs) in the field, they are probably missing "insider" knowledge about how the CTs actually go into
the electrical panel. Experienced electricians can supply the insider knowledge: they can use a phone to take
pictures of a proper installation, showing step-wise tasks like tips for securing the CT, avoiding interference, and
so on. They can add text and then publish the QuickGuide to the catalog so that the less experienced electricians
can benefit from their expert knowledge. The QuickGuide is not a substitute for formal documentation or formal
training. It is an additional tool for sharing knowledge.
● Set their catalogs to accept user authored content. Set Learning Catalogs User Generated Content to
Yes. If this is set to No, the catalog does not accept QuickGuide uploads.
● Enable the QuickGuide feature in the SuccessFactors Human Capital Management (HCM) mobile application.
● Assign the Author QuickGuides workflow to users who you want to author QuickGuides.
This release is the first for the QuickGuide feature. In this release, the following apply:
Additional information:
[LRN-6591]
SuccessFactors Learning
Release Summary Information © 2014 SAP SE or an SAP affiliate company. All rights reserved. 5
Third Party Telephony Supported for WebEx Virtual Learning
If an instructor's WebEx account uses a third party telephony provider, administrators can select the account
when setting up the segment of the scheduled offering. If you do not set up a third party telephony system for
WebEx and you continue to use WebEx, nothing changes for your administrators. Although SuccessFactors
Learning automatically detects when you are using third party telephony, we recommend that you review your
virtual meeting room configuration files, and in particular the telephony options. Please read integration handbook
for SuccessFactors Learning and Virtual Meeting Rooms for the August 2014 release for more information.
If you created WebEx sessions for segments and then you add third party telephony service, the telephony option
is set as Unknown. After you upgrade, search for these scheduled offerings. For example, if you use location types
to designate virtual meeting rooms, you can search for scheduled offerings that start in the future and have
locations that are of type virtual. After you find them, we recommend that you clear the Segment is virtual box
and then add it again to select the correct telephony option.
Note
Some customers were working around the third party telephony by setting the correct options on the WebEx
side. For those sessions you created before the August 2014 release and that you find in your search, you can
continue to use the work-around. For new sessions, we recommend that you select the telephony option when
you create the virtual segment.
[LRN-6587]
When administrators inactivate an assignment profile, they can now inactivate it and leave the assignments in
place or they can inactivate and remove the assignments that the assignment profile created.
● If administrators inactivate the assignment profile, the assignment profile stops adding users to the
assignment profile group, but the existing assignments stay with the users.
● If administrators inactivate and unassign, the assignment profile is inactivated and users' learning
assignments are removed. The system follows the same behavior when an assignment profile removes an
assignment as when an administrator removes an assignment directly.
We also added new status values to clarify the new states of assignment profiles. [LRN-5217]
If administrators are assigned the new workflow Access Recurring Report Job, they can reschedule or cancel
recurring report jobs. This feature brings recurring report jobs in line with other types of background jobs.
[LRN-4486]
SuccessFactors Learning
6 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Summary Information
New Item Due Date Tag on Learning Plan Notifications
We have added the following new tags to the ApmStudentLearningPlanNotification template (Syntax ID:
APM_STUDENT_LEARNING_PLAN_NOTIFICATION). The tags are:
● CPNT_DUE_DATE_ADDED: Includes the due date of items that are added to the learning plan.
● CPNT_DUE_DATE_DELETED: Includes the due date of items that are deleted from the learning plan.
● CPNT_DUE_DATE_MODIFIED: Includes the due date of items that are modified on the learning plan.
Previously, the recipient of the learning plan notification were required to log in to the application to check the due
date. By adding the due date to the notification, users can prioritize their work more easily.
This is an opt-out feature. If you use the ApmStudentLearningPlanNotification and you do not want recipients to
see the due date of items in the email message, you must remove the syntax tags from the syntax ID. [LRN-6558]
Proxlet Cross Domain Solution no Longer Uses Java Runtime Environment for
Tracking Content
If you use the proxlet Cross Domain Solution (CDS), your users no longer need a Java Runtime Environment
(JRE). When your users were required to have a JRE, your SuccessFactors Learning system needed a patch with
most JRE security updates.
Note
As of the August 2014 release, the only applet in SuccessFactors Learning is the applet that communicates
with Offline Player.
As before, on-premise customers can continue to use the JRE if they need time to adjust to the new system. If you
are on-premise and you want to continue to use JRE for tracking in the CDS, set System Admin Configuration
System Configuration LMS_ADMIN useJsletInsteadApplet to false. By default, it is true, meaning that your
system uses the recommended JSlet implementation instead of the JRE.
Note
The name of the property has changed. Previously, it used the word "SCORM," which was misleading: the
property applies to all tracking with the CDS.
This is a provisioning opt-in feature. A new proxet.war application must be deployed on the content server. Read
the guidance in the CDS implementation guide for assistance if you are an on-premise customer. Contact
Customer Success if you are a Software as a Service (SaaS) customer. [LRN-6561]
SuccessFactors Learning
Release Summary Information © 2014 SAP SE or an SAP affiliate company. All rights reserved. 7
2.2 Learning (Universal) - For Release Notes
SuccessFactors Learning includes these new universal features. You do not need to take any action to enable or
disable them.
● We have added locales to the time zone transformation rules so that it reads “Default Time Zone and Locale
Transformation Rules in the SFUser Connector” and we have changed “users updated through the event bus”
“to users created through the event bus”.
● We have changed “Programs combine learning events to create a schedule of learning” to “Programs
combine learning events to create a package of learning”.
● We have removed references to SAP HCM in the Human Resources Business Partner role.
● In the mobile learning section, we changed “Registering for and canceling enrollment for instructor-led
scheduled offerings” to “Registering for instructor-led scheduled offerings”
Learning Programs
Programs combine learning events to create a package of learning. For example, you can create an employee on-
boarding program that has learning events that guide a user through the on-boarding process over a month's
time. The learning events can be either internal (a learning item) or external (watch a video).
[LRN-6565, LRN-5966]
SuccessFactors Learning
8 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Summary Information
Universal Learning Catalog Improvements
We have improved the learning catalog search and filter to make searches faster and more accurate for users:
● The system splits the search phrase into tokens. A search for network security find results that include
network alone and security alone.
● Users can force an exact phrase search with double quotes ("). For example, a search for “network security”
searches only for the two words together as an exact phrase.
● Users have an additional search character for wildcard: an asterisk (*). For example, searches for net* find
network and networking.
● The My Region filter has been improved to filter not only learning items but also the learning item's scheduled
offerings.
Additionally, the calendar view of the learning catalog shows learning items by their title. Previously, the calendar
showed learning items by subject area.
[LRN-6524]
You can now assign custom columns to scheduled offerings when creating them. The custom columns can be
used to collect data during the scheduled offering registration process, regardless of who is driving the process
(employee, manager, or administrator). For example, a manager can indicate that a traveling employee needs a
hotel. This data can later be accessed, exported, and printed by the SuccessFactors Learning administrator.
[LRN-6527]
SuccessFactors Learning includes a role for HRBP users. HRBP actions are like those of an alternate supervisor:
the employee still has a supervisor, but can also have an HRBP "alternate supervisor" to do things like handle
SuccessFactors Learning
Release Summary Information © 2014 SAP SE or an SAP affiliate company. All rights reserved. 9
approvals. We added a new system approval role for HRBP along with privilege and data access management.
Additionally:
As part of a multi-release effort to streamline the import of learning content, SuccessFactors Learning has been
working for a few releases on the universal content importer. In this release, we have enhanced it to support
content upload to iContent servers. We have also made several small enhancements to the flow of the content
importer. [LRN-6525]
Note
Customers who use questionnaire surveys will see their surveys assigned to a locale at upgrade. There is a
chance that your survey can be assigned to the wrong locale (for example, a German survey assigned to an
English locale). We recommend that all customers with questionnaire surveys double-check their surveys to
verify that they are assigned to the right locale.
The Item connector can support content hierarchy (content objects in folders). [LRN-6478]
Default Time Zone and Locale Transformation Rules in the SFUser Connector
Previously, implementation consultants had to set up time zone and locale transformation rules in the SFUser
connector in the sfuser.field.transform.data.TIMEZONE. Those properties continue to exist in the
CONNECTORS system properties file, but if they are not set, the system uses the default mapping, which is the
same in the event bus. We recommend that you use the default so that users updated through the event bus and
users created through the SFUser connector have the same transformation rules. [LRN-6564]
SuccessFactors Learning
10 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Summary Information
ENABLE_MOBILE_ACCESS Parameter in the Item Connector Supported for All
Launch Types
The ENABLE_MOBILE_ACCESS parameter is now supported in all launch types: Document, AICC, Browser,
SCORM 1.2, SCORM 2004, and SCORM 2004 4th ed. [LRN-5950]
SuccessFactors Learning
Release Summary Information © 2014 SAP SE or an SAP affiliate company. All rights reserved. 11
3 Release Notes Introduction
Welcome to the SuccessFactors Learning August 2014 Release Notes. Release Notes provide a detailed look at
the enhancements to the latest version of SuccessFactors Learning.
The SuccessFactors Learning Release Notes are part of a family of documents about the August 2014 Learning
solution:
● Release Summary: Provides a glimpse of each new feature, describes features from all solutions, and
provides important introductory information.
● Release Notes: Provides a detailed description of the SuccessFactors Learning features for the release.
● ReadMe Notes: Provides the technical details of the SuccessFactors Learning release.
We have added additional features to make it easier for users to skim courses, understand them, and then enroll
into them with the native mobile Learning app. In addition, we have added multiple profile support to extend
mobile Learning to shared devices.
Thumbnail images already existed in the web application, but in August 2014, we have added them to the mobile
application. As in the web app, the thumbnail images help users scan a list of learning items to identify individual
learning items that they are looking for. For example, users might be looking for Mobile Cloud Computing With
Android (using the figure below as an example). If all Mobile Cloud Computing learning items use the same
thumbnail, users not only recognize that the Android class is part of a group but also they can also recognize the
cloud computing course at a glance.
SuccessFactors Learning
12 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 1: Improved Native Mobile Learning App Thumbnail Images
From the mobile app, users can now view more learning item details such as prerequisites, full description,
competency outcomes, and item summary details. Users can leverage the information to plan their enrollment,
decide if they want to enroll into an optional course, and so on. We have made item details available both while the
user is online and while the user is offline.
Note
Although the mobile app learning item details are similar to the web application details, we have not duplicated
the experience. Some user experience features that improve the experience in the web application detract
from the experience in the mobile version.
SuccessFactors Learning
Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 13
Figure 2: Improved Native Mobile Learning App Item Details
Users can now enroll into a scheduled offering from a list of existing scheduled offerings in the mobile app.
Previously, this was only available in the web application and in mobile "learning classic". To enroll, users go to
Learning Registration
SuccessFactors Learning
14 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 3: Improved Native Mobile Learning App Registering for Enrollments: Available Offerings
The SuccessFactors Multiple Profiles feature is now supported on the native mobile SuccessFactors Learning
app. Multiple profiles enable multiple users to share a single mobile device for learning. When multiple profiles are
enabled, the user who is currently logged in can access his or her learning plan, catalog, and so on.
We have improved the process of importing content by adding new features to make configuration and testing
easier and to integrate better with iContent.
In previous releases, we have improved content import by adding features to the Import Content tool itself
( Content Tools Import Content ). In this release, we extend the improvements to configuration and
testing. We have exposed deployment locations to the administration user interface and we have added options to
the deployment locations to make it easier to configure, import, and test your content.
SuccessFactors Learning
Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 15
Deployment Locations Are Easier to Configure for Administrators
Administrators can find and create deployment locations more easily than in the past. In the past, a system
administrator configured deployment locations in the CONTENT IMPORT system property file. They needed
access to the file and they also needed some technical expertise to correctly type the properties. Now
administrators have a guided user experience in Admin Content Deployment Locations .
Tip
As part of the upgrade, deployment locations are migrated from CONTENT IMPORT to Deployment Locations.
After upgrade, check the deployment locations and improve them by using the Test User, iContent, and
Comments fields.
In addition to exposing the deployment locations in the Content menu, when administrators go to Content
Deployment Locations they see two new fields: iContent Deployment and Test User.
SuccessFactors Learning
16 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 5: New iContent Deployment and Test User Fields
A test user is a standard user account that is associated with the deployment location. Later, when administrators
import content to this deployment location, they can assign the content to the test user to verify that the content
uploaded correctly. For example, your administrators can create a user called iContent Test and add the account
to the Test User box in the iContent deployment location. Then, each time administrators import content to
iContent with the Import Content tool, they can create a learning item for content and assign the learning item to
iContent Test, then log in as iContent Test to launch the content to make sure that it imported properly.
The iContent Deployment flag indicates that the content is to be uploaded to an iContent server . Because
SuccessFactors controls both ends of the transaction, we are better able to manage the transaction of uploading
content.
SuccessFactors Learning
Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 17
Deployment Locations and Test User at Import Time
When administrators import content, they see a now-familiar import tool at Content Tools Import
Content . When importing content, if they choose to create a new learning item for the content, then at the
bottom, administrators can elect to assign that learning item to the test user from the deployment location.
Note
A section of this figure has been removed to show both Server Location and Assign Test Content to User in one
image.
SuccessFactors Learning supports a new Human Resources Business Partner (HRBP) role.
In August 2014, SuccessFactors Learning begins feature development to support the Human Resources Business
Partner (HRBP) role. In August 2014, we support the HRBP role within existing SuccessFactors Learning
frameworks. Over time, we plan to continue build additional features for the HRBP role, but in August 2014 we
focused on creating an HRBP role in SuccessFactors Learning that could receive HRBP users from other systems
and could make use of existing frameworks.
SuccessFactors Learning
18 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Importing Users to the HRBP Role
In the August 2014 release, you can import users to the SuccessFactors Learning HRBP role from your system of
record so that you manage the role and its associated users in the source system. We have added a field called HR
to all user connectors. The HR field behaves like the supervisor (SUPER) field. If you import a user called User1
and you put the user ID HRBP_USER in the HR field of User1, then HRBP_USER becomes the HR Business Partner
to User1 in the SuccessFactors Learning tables. Administrators can go view User1 in Users Users . If they
click Manage Alternate Supervisors, the administrators see HRBP_USER in User1's list of alternate supervisors,
designated with HR Business Partner.
● When you add a user ID to the HR field, the user must exist in the SuccessFactors Learning tables or the
record is rejected.
● If the user in the HR field is inactive in the SuccessFactors Learning fields, the connector does not make the
association or breaks the association between user and HRBP.
● To remove the HRBP from the user, insert the value "NO_HR" in the HR field.
● As of the August 2014 release, the only way to create HRBP relationships is through the user connectors.
The HRBP user appears in the Manage Alternate Supervisors views but is designated as the “HR Business
Partner” so that it is clear that the HRBP is not an alternate supervisor. Both the supervisor and the administrator
can see the HRBP user in the alternate supervisor views.
SuccessFactors Learning
Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 19
Figure 7: Supervisor's Alternate Supervisor View Showing HR Business Partner
Administrators see a user's HRBP user by going to the user record and clicking Manage Alternate Supervisors in
the Actions menu.
SuccessFactors Learning
20 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 8: Administrator's Alternate Supervisors View Showing HR Business Partner
With an HRBP approval role, the HRBP user can act to approve requests by their employees. Administrators can:
1. Create an HRBP approval role as they would create other approval roles in References System Admin
Approval Roles .
2. Create an approval process as they would create other processes in References System Admin
Approval Processes , using the HRBP role in a step.
3. Assign the HRBP the approval role by going to Users Users Approval Roles .
You can now assign custom columns to the scheduled offering registration form so that at run time, when users
complete the registration form, they can add additional information to be stored with their registration.
Custom columns on the registration form provide a way for custom registration data to stay with the form as it
goes through the registration process. For example, you might want to add travel information for each user to the
registration form. You can add a Hotel Room flag, an Arrival Date and Departure Date and a Handicap Accessible
Room flag. When registering, users or administrators can populate the columns with data to describe their travel
needs. The data follows the user through the registration process.
SuccessFactors Learning
Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 21
Custom columns for registration forms work like custom columns for other objects in the system. An
administrator first sets them up in System Admin Custom Columns Registration Form . After
administrators set up the custom columns, they can add them to each individual registration form.
To add individual custom columns to each individual scheduled offering and to view the data for users who are
registered, administrators go to Admin Learning Scheduled Offerings Registration Form . To add
columns to the form, they click Add/Remove Columns. To print or export the data for each user, the administrator
can click Print and Export.
Unlike other custom columns, you can control who can enter data for the custom columns in a registration form.
We have added these new properties to the LMS_ADMIN system properties file. They allow or prevent different
user types from entering data in the custom columns on a registration form. For example, if you set
allowUserToModifyCustomColumnsDataIfRegisteredBySuper to true, then end users can modify the custom
column data that their supervisors entered when the supervisors registered them.
# This flag is used to allow if admins can enter/modify data in the registration
form
custom columns when registering/modifying users enrollment
allowAdminToModifyRegistrationFormCustomColumns=true
allowSupervisorToEnterRegistrationFormCustomColumnsData=true
allowUserToModifyCustomColumnsDataIfRegisteredBySuper=false
allowUserToModifyCustomColumnsDataIfRegisteredByAdmin=false
We have extended the enrollment reports to show the custom column data so that the data stays with the
registration from registration time through report time.
SuccessFactors Learning
22 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
3.5 Multi-Language Questionnaire Surveys
For customers who use questionnaire surveys in more than one locale, we have added localization support for
questionnaire surveys. Each text element of a questionnaire survey in Admin Learning Questionnaire
Surveys can be localized with the standard data localization framework of SuccessFactors Learning (the globe
buttons).
Questionnaire survey localization works with the standard localization framework, but the following additional
information applies to questionnaire survey localization:
● To prevent a partially translated questionnaire survey, after an administrator has entered a label for any field
in a given locale, all of the fields must have a value for that locale. Administrators can save, but they cannot
publish unless everything has been translated.
● Administrators must translate one field and then click Save Draft for the localization buttons to appear for the
questions. For example, administrators can translate the name of the survey, then go the Questions tab and
click Save Draft. After they do, the localization buttons appear for questions.
● The questionnaire survey is displayed in the user's SuccessFactors Learning preferred locale language. If the
questionnaire survey is unavailable in a user's preferred locale language, the questionnaire survey falls back
to the system default language.
SuccessFactors Learning
Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 23
Note
When you update to August 2014, the data in existing questionnaire surveys will be associated with the system
default language.
3.6 QuickGuides
In the August 2014 release, we add QuickGuides, which are job aids that users can produce and then upload to
their catalogs.
SuccessFactors Learning now provides a way for end users to produce QuickGuides. A QuickGuide is a collection
of steps with pictures and text. Although QuickGuides can cover any subject, they are intended for quick tasks like
fixing a paper jam in a copier or transferring a call on an office phone: topics that you might not create a learning
item for but topics that some users know and are willing to share with the rest of the organization.
Note
End users with the Author QuickGuides workflow can create QuickGuides.
Figure 11: Creating a QuickGuide about Sending a Fax or Using a Conference Phone
After authors create QuickGuides, they can upload them to the server and view them at Home Links My
QuickGuides . After the authors upload them, the QuickGuides are not published yet. Authors have a chance to
look at them again before they click Publish to send them to catalogs.
SuccessFactors Learning
24 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 12: Uploaded QuickGuides
Before authors click Publish to send the QuickGuide to a catalog, authors have the opportunity to edit their
QuickGuides or to create new QuickGuides by clicking Add QuickGuide.
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 25
Figure 13: Editing a QuickGuide before Publishing to Catalogs
● Set their catalogs to accept user authored content. Set Learning Catalogs User Generated Content to
Yes. If this is set to No, the catalog does not accept QuickGuide uploads.
● Enable the QuickGuide feature in the SuccessFactors Human Capital Management (HCM) mobile application.
● Assign the Author QuickGuides workflow to users who you want to author QuickGuides.
This release is the first for the QuickGuide feature. In this release, the following apply:
Additional information:
SuccessFactors Learning
26 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
3.7 Task Checklist Threshold
Administrators can now configure task checklists to require a minimum number of completed tasks.
Administrators see a new Threshold box when they create a task checklist. The threshold is the number of tasks
that an observer must mark complete before the Record Complete button is enabled. For example, with the
threshold set to three by administrators, observers must mark at least three tasks complete before the Record
Complete button is enabled. To maintain current functionality and enable the Record Complete button at all times,
administrators can set the threshold to zero.
In August 2014, we are making learning programs generally available. In May 2014, we released it for preview.
These new features have been introduced after the preview release. You can familiarize yourself with these new
features.
Learning programs combine learning events to create a schedule of learning. The schedule of learning is
controlled by the program's agenda, which functions like an academic syllabus. It outlines events over the time of
the program. For example, administrators can create a month-long employee on-boarding program. The agenda
can be weekly: a new learning event for each weak over a month. The learning events can be internal learning
items or they can be external content (such as a welcome video hosted on the company intranet). The syllabus
style of program agendas supports:
Programs work when the user interface display is set to recommended: System Admin Configuration User
Settings User Interface Display .
SuccessFactors Learning
Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 27
Note
All existing program data will be erased during the August upgrade. Completed items are not be affected. Items
on the Learning Assignments tile must be manually removed.
SuccessFactors Learning programs are part of the SuccessFactorsHuman Capital Management (HCM) product,
so in August 2014 general availability, they appear on the To Do list.
In August 2014, users see SuccessFactors Learning programs in the Human Capital Management (HCM) To Do
list. In the May 2014 preview release, we kept programs on the Learning My Assignments tile to allow preview
without disrupting other Human Capital Management (HCM) features. Now that programs are in general
availability, they are visible on the To Do list.
In the August 2014 general availability of learning programs, we have added integration with SAP Jam.
Administrators can now associate SAP Jam groups with programs and they can provide links into SAP Jam
groups. If you associate programs with SAP Jam groups, you create a space for users in the program to access
content, discuss events, and so on. If you provide links into SAP Jam groups in the program agenda, users can
visit the SAP Jam groups and join them independently.
SuccessFactors Learning
28 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
● You need a license to use SAP Jam. Connect with Customer Success for information.
● To associate programs with SAP Jam groups, you need to enable SAP Jam integration in System Admin
Configuration System Configuration LMS_ADMIN . Set jamIntegrationEnabled to true.
When you associate a program with SAP Jam groups, you create a space for users in the program to share
knowledge. For example, if you created a self-paced writing workshop to improve business writing in your
company, you can associate the program with a business writing SAP Jam group. In the program, users see the
agenda items in their learning assignments and To Do list. In the SAP Jam group, they can discuss business
writing, post their own samples, ask questions, and utilize the other features of SAP Jam. To associate new SAP
Jam groups, administrators can go to Learning Programs and click the Edit button on the Jam Groups tile.
When administrators click the Edit button, they open a workspace where they can add existing groups or create
new groups. They can also edit the groups' administrators or remove the group from the program.
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 29
Figure 17: SAP Jam Groups
When administrators associate a new SAP Jam group with the program, they define the group settings that affect
SuccessFactors Learning. After creating the group or associating it with the program, you can edit additional
settings.
If you do not want to create new SAP Jam groups for every program but you still want to use SAP Jam, you can
build a program agenda that has links to SAP Jam locations like documents within a group. For example, if you
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30 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
create a new hire program for engineers, you can create a link to a welcome video in the engineering group, a
document that describes the core values of engineering at your company, and the discussion forum where new
engineers can introduce themselves to the group.
Starting in the August 2014 general availability release, we have added programs to the User Needs Management
tool.
When administrators need to bulk assign learning to users, they use the User Needs Management Tool. It assigns
learning objects to users. Now, in addition to curricula, learning items, and so on, administrators can use the tool
to assign programs to users. To open the tool, administrators go to Admin Users Tools User Needs
Mgmt .
As part of the August 2014 general availability of learning programs, we have integrated programs into system
reports.
Each of the following reports is a standard report. Administrators can go to Admin Reports to see the
reports. Users go to Home Links Reports .
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 31
● Certificate of Completion The end user Certificate of Completion report existed previously. In the August
2014 release, we have added programs to the report. When users complete a program, they can run the
Certificate of Completion report to print a certificate of completion.
● Learning Plan The Learning Plan report existed previously. In the August 2014 release, we have added
programs to the report. Administrators, supervisors, and users can run the report to see their learning plans,
including programs on their learning plans.
● Learning History The Learning History report existed previously. In the August 2014 release, this report now
includes completed programs and program items for the administrator, supervisor, and user.
● Program Status Program Status is a new report for administrators. The report includes programs that are in
progress per user and programs that have been completed by user. It includes completion status and
completion date.
In the August 2014 general availability of learning programs, we have added programs to the existing notification
framework.
When you add learning events to an agenda in a program, those agenda items become part of the standard
notification framework in SuccessFactors Learning. These notifications already existed in SuccessFactors
Learning. You do not need to make changes to the existing notification framework for your users to see program
notifications.
● When the Learning Plan Notification automatic process runs, it includes program information in the
notification.
● When the Learning Expiration automatic process runs, it includes items, curricula, and now programs that are
nearing their due date.
● When the Scheduled Offering Delivery automatic process runs, it includes scheduled offerings in a program.
Administrators can also go to Admin Learning Tools Scheduled Offering Notification to send a
notification about a scheduled offering that is part of a program.
In the August 2014 general availability release of learning programs, programs are treated like other learning
events in the supervisor view.
When supervisors go to the My Employees tab, they can view their employees' programs as they would other
learning or courses assigned to their employees. They can see the programs that are currently assigned to their
employees, they can view completed programs in their employees' learning history, and they can run learning plan
and learning history reports to see a full view of all completed learning, programs included.
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32 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
3.8.7 Programs Added to Administrators' User View
In the August 2014 general availability release of learning programs, programs are integrated like other learning
events into the administrators' view of users.
Administrators can view programs in the user record like other types of learning. The new Programs area lists the
programs assigned to the user.
Note
The Assign Learning link opens the User Needs Management wizard, which now includes support for programs.
Related Information
In the August 2014 general availability release for programs, we have added this additional support for scheduled
offerings.
Administrators can now include or create scheduled offerings in the program agenda. In most cases, the
scheduled offering already exists and your administrators can make use of the existing scheduled offerings for
programs. For example, your organization might already have orientation scheduled offerings that you can add to
a new hire program. Your administrators can search for and use the existing orientation scheduled offerings in
new programs.
In some cases, however, administrators realize that they need to create the scheduled offering while they are
editing the agenda. If the learning item already exists and has a scheduled component (for example, it is
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 33
instructor-led) then administrators can quickly add a new scheduled offering for the item from within the program
agenda.
Note
Whether administrators add existing scheduled offerings or create new scheduled offerings from within the
program, the learning item must already exist.
Programs handle the segments in the item or scheduled offering by splitting them as segments. For example, if
the learning item has daily segments, the scheduled offering inherits the daily segments, and the program makes
it clear to both the administrators and the users that they will have a daily activity.
If administrators have already set up their items and scheduled offerings at the time they are creating program
agendas, they can search for an add the scheduled offering to the agenda. To search for the scheduled offering,
they first add an instructor-led item to the agenda and then they click the Search button ( ). If your
organization already has scheduled offerings set up in the system and you want to use them in programs, you can
add them easily.
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34 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 21: Add Scheduled Offering
Adding New Scheduled Offering to the System from Within the Agenda Tile
If administrators are creating program agendas and they realize they need to create a new scheduled offering for
an existing learning item, they first add an instructor-led learning item to the agenda and then they click the Add
button ( ). The system presents them with standard scheduled offering summary fields.
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 35
Figure 22: Create a New Scheduled Offering
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36 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 23: Resource Conflicts
When administrators add an item that has segments, the segments appear to the administrator as individual
entries in the agenda. For example, if an administrator splits segments on a daily basis, the administrators sees
each segment on the agenda.
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 37
Figure 24: Schedule Offering and Segment Views
In the August 2014 general availability release of learning programs, we have made several user experience
improvements over the preview release.
We have made improvements to the Program Details page for end users. The Summary area has an improved
layout to help users understand the purpose of the program and to help your organization communicate with
users about the program. We have also made changes to the appearance of scheduled and blended items to help
users distinguish between online and classroom courses.
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38 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 25: Program Details
The administrator agenda page includes interaction improvements for quicker access to assigning learning types
to the program agenda. Administrators now see individual buttons for Scheduled Only, Online Only, Scheduled
and Online, and Other. These buttons match the different kinds of learning items that administrators can add to a
program agenda. Additionally, new icons have been added to the different program activities to help
administrators scan the page.
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 39
Figure 26: Agenda User Experience Improvements
In the August 2014 general availability release of learning programs, we have added these features which do not fit
into the other categories of program features.
● When a user completes all the activities in a program, the entire program is marked complete automatically.
● When administrators create new programs, they can define a completion status.
● When administrators create new programs, the start time and end time are separate from the start date and
end date.
● Administrators can create direct links to programs.
● When administrators are in Learning Programs they can link to other objects that are associated with
the program. For example, administrators can click an assignment profile from within programs and the
system takes them to Users Assignment Profiles .
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40 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 27: Completion Status and Separate Start Time / End Time
In August 2014, we have made these improvements to how administrators can inactivate assignment profiles.
When administrators inactivate an assignment profile, they can now inactivate the assignment profile and leave
the assignments in place or they can inactivate and remove the assignments that the assignment profile created.
● If administrators inactivate the assignment profile, the assignment profile stops adding users to the
assignment profile group, but the existing assignments stay with the users.
● If administrators inactivate and un-assign, the assignment profile is inactivated and users' learning
assignments are removed. The system follows the same behavior when an assignment profile removes an
assignment as when an administrator removes an assignment directly.
Administrators can inactivate an assignment profile by going to Users Assignment Profiles Actions . For
example, starting with an active assignment profile, an administrator can click Inactivate. The system gives the
administrator the option to inactivate or to inactivate and un-assign.
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 41
Figure 28: New Choice when Inactivating Assignment Profiles
Although administrators can click Inactivate and Unassign to jump to the end of this scenario, they can also click
Inactivate to "pause" the assignment profile. The status becomes "Inactivated/Paused on: [date]." When the
assignment profile is paused, the assignments remain in place for existing users, but the assignment profile no
longer runs to make new assignments when users are added to the assignment profile pool of users.
While the assignment profile is paused, the administrator can click either Reactivate to return the assignment
profile to an active status or Un-assign to stop the assignment profile and remove all the assignments that it
created. If the administrator clicks Un-assign, the status changes to "Inactivated/Unassigned on: [date]."
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42 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 29: New Status Indicators
Note
Administrators must have rights to the new Inactivate Assignment Profile workflow and the Edit Assignment
Profile workflow.
In August 2014, we have made these learning catalog search and catalog filter improvements to make searching
faster and more accurate for users.
Suggested search phrases are now provided by the catalog Search box for users. The system reviews all catalogs
to suggest search phrases based on actual items in the environment when users type the third character in a
search phrase. Results displayed by relevancy of searched terms rather than alphabetical item title. However, the
search suggestion is disabled by default. It can be enabled in System Admin Configuration System
Configuration SEARCH enableCatalogSearchTypeAhead .
Note
SuccessFactors Learning suggests searches from across all catalogs. If users click a search term that does not
find results in their own catalogs, nothing is retrieved.
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 43
Figure 30: Catalog Search Suggestions
Users can now search two languages in the learning catalog. Your organization must have more than one locale
enabled in order to search more than one language. If there is more than one locale enabled, users can see the
Secondary Language list in the catalog search page. Language options can be made more visible by navigating to
System Admin Configuration System Configuration SEARCH and setting
expandCatalogSearchBarFilters to true. When set to true and the catalog search page is opened, the Language
lists and Currency list are expanded. By default, expandCatalogSearchBarFilters is set to false by default, making
the Language and Currency lists shown in their collapsed state. Click the expand icon to open these lists in their
expanded state.
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44 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
Figure 31: Multi-Language Search Options
● Calendar month and weekly views display item titles rather than subject areas.
● When users search for instructor-led learning items in My Region, the filter retrieves only the scheduled
offerings in facilities associated to the selected users' regions.
When reporting on subordinate employees, reports now have the option to include alternate subordinates.
[LRN-61]
History tables for Scheduled Offering Summary and Registration Slots data have been added.
[LRN-1181]
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 45
Description Fields Added to Assignment Profile User Preview Field Chooser
The Assignment Profile User Preview now provides organization description and domain description fields in the
field chooser.
[LRN-6590]
Proxlet Cross Domain Solution no Longer Uses Java Runtime Environment for
Tracking Content
If you use the proxlet Cross Domain Solution (CDS), your users no longer need a Java Runtime Environment
(JRE). When your users were required to have a JRE, your SuccessFactors Learning system needed a patch with
most JRE security updates.
Note
As of the August 2014 release, the only applet in SuccessFactors Learning is the applet that communicates
with Offline Player.
As before, on-premise customers can continue to use the JRE if they need time to adjust to the new system. If you
are on-premise and you want to continue to use JRE for tracking in the CDS, set System Admin Configuration
System Configuration LMS_ADMIN useJsletInsteadApplet to false. By default, it is true, meaning that your
system uses the recommended JSlet implementation instead of the JRE.
Note
The name of the property has changed. Previously, it used the word "SCORM," which was misleading: the
property applies to all tracking with the CDS.
This is a provisioning opt-in feature. A new proxet.war application must be deployed on the content server. Read
the guidance in the CDS implementation guide for assistance if you are an on-premise customer. Contact
Customer Success if you are a Software as a Service (SaaS) customer. [LRN-6561]
Proctor Name and ID Displayed in Admin View and Admin Learning History
Report
Proctored Exam Iteration details now display the proctor name and ID in the Admin View of the user's history and
updated in the Learning History report.
[LRN-6562]
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46 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
New Workflows Added for Activate Item, Add Item Catalogs, and Add Catalog
Items
● Activate Item - This workflow controls whether or not a user can edit the state of the item from active to
inactive.
● Add Item Catalogs (domain restriction on Catalog) - This workflow controls which catalogs an item can be
added to.
● Add Catalog Items (domain restriction on Item) - This workflow controls which items can be added to a
catalog.
[LRN-5781]
When administrators search, the system removes leading and trailing spaces before submitting their search
string.
[LRN-6592]
If an instructor's WebEx account uses a third party telephony provider, administrators can select the account
when setting up the segment of the scheduled offering. If you do not set up a third party telephony system for
WebEx and you continue to use WebEx, nothing changes for your administrators. Although SuccessFactors
Learning automatically detects when you are using third party telephony, we recommend that you review your
virtual meeting room configuration files, and in particular the telephony options. Please read integration handbook
for SuccessFactors Learning and Virtual Meeting Rooms for the August 2014 release for more information.
If you created WebEx sessions for segments and then you add third party telephony service, the telephony option
is set as Unknown. After you upgrade, search for these scheduled offerings. For example, if you use location types
to designate virtual meeting rooms, you can search for scheduled offerings that start in the future and have
locations that are of type virtual. After you find them, we recommend that you clear the Segment is virtual box
and then add it again to select the correct telephony option.
Note
Some customers were working around the third party telephony by setting the correct options on the WebEx
side. For those sessions you created before the August 2014 release and that you find in your search, you can
continue to use the work-around. For new sessions, we recommend that you select the telephony option when
you create the virtual segment.
[LRN-6587]
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Release Notes Introduction © 2014 SAP SE or an SAP affiliate company. All rights reserved. 47
Application Usage Report
We provide a new standard report called Customer Usage Data in Admin Reports . It returns application
usage data: how many users have logged in, how many learning items have been completed, and so on.
[LRN-6596]
Previously, implementation consultants had to set up time zone transformation and locale transformation rules
for User Connector - SF in the sfuser.field.transform.data.TIMEZONE. Those properties continue to exist in the
CONNECTORS system properties file, but if they are not set, the system uses the default mapping, which is the
same in the event bus. We recommend that you use the default so that users created through the event bus and
users updated through the SFUser connector have the same transformation rules. [LRN-6564]
[LRN-6478]
The ENABLE_MOBILE_ACCESS parameter is now supported in all launch types: Document, AICC, Browser,
SCORM 1.2, SCORM 2004, and SCORM 2004 4th ed. [LRN-5950]
We have added the following new tags to the ApmStudentLearningPlanNotification template (Syntax ID:
APM_STUDENT_LEARNING_PLAN_NOTIFICATION). The tags are:
● CPNT_DUE_DATE_ADDED: Includes the due date of items that are added to the learning plan.
● CPNT_DUE_DATE_DELETED: Includes the due date of items that are deleted from the learning plan.
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48 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
● CPNT_DUE_DATE_MODIFIED: Includes the due date of items that are modified on the learning plan.
Previously, the recipient of the learning plan notification were required to log in to the application to check the due
date. By adding the due date to the notification, users can prioritize their work more easily.
This is an opt-out feature. If you use the ApmStudentLearningPlanNotification and you do not want recipients to
see the due date of items in the email message, you must remove the syntax tags from the syntax ID. [LRN-6558]
For certain connector header fields, full database length is can be used.
[LRN-6324]
The Supervisor Record Learning Enhancement enables the supervisor to record learning directly from the user's
learning plan and a selected item, as opposed to searching for the item and user.
[LRN-6548]
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3.12 Notable Fixes in the August 2014 Release
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50 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Release Notes Introduction
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