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IDP - SAP SuccessFactors Work Zone - Migration and Implementation Considerations - v2.2.1

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0% found this document useful (0 votes)
708 views25 pages

IDP - SAP SuccessFactors Work Zone - Migration and Implementation Considerations - v2.2.1

Uploaded by

shikha010591
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Implementation Design Principle

PUBLIC

SAP SuccessFactors Work Zone: Migration and


Implementation considerations
Document Details
Name Objective Audience
SAP SuccessFactors To provide an architectural overview and discuss SAP SuccessFactors Customers: IT
Work Zone: Migration migration and implementation considerations for and HR professionals.
and Implementation SAP SuccessFactors Work Zone SAP SuccessFactors
considerations Implementation Partners:
Consultants, Solution architects and
Project managers

Change Log
Version Date Description
1.0 04-Dec-2020 Initial version
1.0.1 15-Apr-2021 Document updated to reflect the new name SAP Business
Technology Platform (SAP BTP)
1.0.2 05-Aug-2021 Document updated to reflect the new name SAP SuccessFactors
Work Zone, support for reuse of existing BTP CPEA Global
Account for SAP Work Zone and other minor updates
2.0 18-Feb-2022 Document updated with Off-BizX migration and support for multiple
employment.
2.1 27-Feb-2023 Document updated to reflect the new name SAP Build Work Zone,
advanced edition, updated guidance to help customers/partners
choose the edition best suited for them.
2.2 30-Aug-2023 Inclusion of SAP Build Process Automation
2.21 30-May-2024 SAP SuccessFactors Messaging/Branding Update

Supported Releases
Product Release - From Release-Valid till
SAP SuccessFactors 1H 2023

Contribution
Role Name Organization
Author / Owner SAP SuccessFactors Product Management SAP SE
Author Florian Büch SAP SE

2
TABLE OF CONTENTS
WHAT’S NEW ....................................................................................................................................................... 4
1 TERMINOLOGY .............................................................................................................................................. 5
2 ABSTRACT ..................................................................................................................................................... 5
3 INTRODUCTION ............................................................................................................................................. 5
4 OVERVIEW OF MIGRATION AND IMPLEMENTATION CONSIDERATIONS ........................................................... 6
4.1 MIGRATION PATH ..................................................................................................................................................... 6
4.2 USER PROVISIONING, AUTHORIZATION AND IAS CONSIDERATIONS ..................................................................................... 7
4.3 DATA CENTER AND INSTANCE APPROACHES .................................................................................................................... 7
4.4 LANGUAGE AND TRANSLATION CONSIDERATIONS............................................................................................................. 7
4.5 FEATURE CONSIDERATIONS FOR SAP JAM AND SAP SUCCESSFACTORS WORK ZONE.............................................................. 7
4.6 DEPLOYING TEMPLATIZED HR CONTENT ........................................................................................................................ 7
5 DETAILS OF MIGRATION AND IMPLEMENTATION CONSIDERATIONS ............................................................... 7
5.1 MIGRATION PATH ..................................................................................................................................................... 7
5.2 USER PROVISIONING, AUTHORIZATION AND IAS CONSIDERATIONS ................................................................................... 14
5.2.1 User Provisioning ........................................................................................................................................ 14
5.2.2 User Authorization ..................................................................................................................................... 16
5.2.3 IAS considerations ...................................................................................................................................... 17
5.3 DATA CENTER, INSTANCE, RELEASE INFORMATION ........................................................................................................ 18
5.3.1 Data Center ................................................................................................................................................ 18
5.3.2 Instances..................................................................................................................................................... 19
5.3.3 Release Information ................................................................................................................................... 19
5.4 LANGUAGE AND TRANSLATION CONSIDERATIONS .......................................................................................................... 19
5.4.1 Languages .................................................................................................................................................. 19
5.4.2 Translations ................................................................................................................................................ 19
5.5 FEATURE CONSIDERATIONS FOR SAP JAM AND SAP SUCCESSFACTORS WORK ZONE............................................................ 22
5.6 DEPLOYING TEMPLATIZED HR CONTENT ...................................................................................................................... 22
6 ASSUMPTIONS AND EXCLUSIONS ..................................................................................................................23
7 REFERENCES .................................................................................................................................................23
8 ADDITIONAL RESOURCES ..............................................................................................................................24

3
WHAT’S NEW

Learn about changes to this document in recent release(s).


Version 2.2 – 30-Aug-2023
What’s New More Information
SAP Build Process Automation is now SAP SuccessFactors Work Zone license now includes
included with Work Zone entitlement to SAP Build Process Automation. SAP
SuccessFactors Work Zone now contains integration with
SAP Build Process Automation. The onboarding booster
provides the option to enable SAP Build Process
Automation. The relevant details of this have been updated
in the IDP.

Version 2.1 – 27-Feb-2023


What’s New More Information
SAP announced new name SAP Build SAP re-branded SAP Work Zone and SAP Launchpad
Work Zone service to SAP Build Work Zone. SAP Build Work Zone will
be offered in three editions: SAP Start (currently in Beta),
SAP Build Work Zone, standard edition and SAP Build Work
Zone, advanced edition. There is no change to SAP
SuccessFactors Work Zone brand. The document has been
updated to reflect the new names.
Updates to section migration path The details of the migration path have been updated to
reflect the availability of HR content from SAP
SuccessFactors in SAP Build Work Zone, advanced edition.
The guidance to choose the appropriate Work Zone edition
based on the commercial models is now included.
Other changes Language support and guidance on Data Center mapping
has been updated.

Version 2.0 – 18-Feb-2022


What’s New More Information
Decouple SAP SuccessFactors Work Zone User authentication and provisioning of SAP
from BizX SuccessFactors Work Zone (or SAP Jam before upgrading)
is now to be done through SAP Cloud Identity Services -
Identity Authentication (IAS) and Identity Provisioning (IPS).
Customers newly migrating to SAP SuccessFactors Work
Zone and existing customers who provision users through a
nightly BizX job need to decouple SAP SuccessFactors
Work Zone from SAP SuccessFactors HCM core (BizX) and
move to IPS based provisioning. The migration path has
been updated to reflect this pre-requisite.
Support for multiple employment SAP SuccessFactors Work Zone supports multiple
employments since 2H 2021, the document has been
updated to reflect the same and provide details of how the
application handles multiple employments.
Other changes Support for new languages and availability of new Cloud
Foundry Data Centers has been updated.

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1 TERMINOLOGY

The following table explains some abbreviations used in this document.

Abbreviation Description

CPEA Cloud Platform Enterprise Agreement

EC Employee Central

EP Employee Profile
SAP Enterprise Resource Planning often referred in the document pertains to SAP HCM on
ERP premise system
HR Human Resources

HCM Human Capital Management

IAS SAP Cloud Identity Services – Identity Authentication

IdP Identity Provider

IDP Implementation Design Principle

IPS SAP Cloud Identity Services – Identity Provisioning

RBP Role Based Permissions

BTP SAP Business Technology Platform

SAP Jam SAP Jam Collaboration

SKU Stock Keeping Unit

UI User Interface

2 ABSTRACT

SAP SuccessFactors Work Zone is an intuitive digital workplace experience that provides easy access to
relevant business applications and processes, information, and communication in a unified entry point for
work - with the employee at the center.
This Implementation Design Principle addresses some of the essential architecture, migration and
implementation concepts to be considered while planning and executing an implementation of SAP
SuccessFactors Work Zone.
To customize/extend the standard Work Zone content provided by SAP SuccessFactors or develop custom
UI integration cards and Guided Experiences, refer to IDP SAP SuccessFactors Work Zone: Developing and
Extending Content.

3 INTRODUCTION

SAP SuccessFactors Work Zone is architected as an integrated solution offering of the SAP Build Work
Zone, advanced edition service along with other BTP services on the SAP Business Technology Platform
connected to SAP SuccessFactors. It delivers HR experiences in the form of templatized HR-centric content
which partners and customers may use as delivered or adapt as desired to conceptualize customer specific
experiences integrating applications across the customer landscape.
An integrated SAP SuccessFactors Work Zone Architecture is represented in the figure below. Please note
that this architecture provides a representation with possible components and integrations, and every
customer’s individual landscape would be dependent on their own applications and license situations.

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1 HR Content package & LoB integration scenarios out of the box and option for custom
2 Additional licenses required for some services (SAP Task Center is planned to be included in SAP
SuccessFactors Work Zone in 2023)
3 List of supported content provider systems

The pre-requisites for implementing SAP SuccessFactors Work Zone include


• (At least) One SAP SuccessFactors module (not including SAP Jam)
• SAP Cloud Identity Services (IAS/IPS) migration for SAP SuccessFactors completed
• SAP Business Technology Platform Account
In this document we will review the migration and implementation options for SAP SuccessFactors Work
Zone and some important considerations. It is important to note that migration to SAP SuccessFactors Work
Zone in this document is referring to ‘solution migration’ / conversion / in-place upgrade.

4 OVERVIEW OF MIGRATION AND IMPLEMENTATION CONSIDERATIONS

The migration, implementation options and considerations for deploying and enabling SAP SuccessFactors
Work Zone for customers will be discussed in the following sections, Section 4 introduces the considerations
and while section 5 will provide a detailed description.

4.1 Migration Path

The path to implementing SAP SuccessFactors Work Zone is dependent upon the current SAP product
landscape or implemented components as the starting point. As enumerated in the Introduction section above,
SAP SuccessFactors Work Zone is offered as an integrated architecture of SAP Build Work Zone, advanced
edition, which is a service provided on the SAP Business Technology Platform along with several other BTP
services. It is integrated with a SuccessFactors instance running at least one module of SuccessFactors. The
starting position for any customer to achieve a target architecture of an integrated SAP Build Work Zone,
advanced edition and SuccessFactors is generally one of the following:
• Customer with SAP Jam (Users provisioned from SAP SuccessFactors or SAP Cloud Identity
Services)
• Customer with SAP Cloud Portal (Freestyle / Launchpad)
• Customer with SAP Enterprise Portal
• A net new SAP customer (or an existing SAP customer without any of the above)
It is important to understand the customer’s current architecture to define an appropriate migration path.

6
4.2 User Provisioning, Authorization and IAS considerations

In general, to provide access to SAP SuccessFactors Work Zone, users have to be provisioned into SAP
SuccessFactors Work Zone through SuccessFactors HCM Core (Employee Profile). Users external to
SuccessFactors can be provisioned separately from other sources via IAS.
Provisioning, Authorizations and Permissions for users in SAP SuccessFactors Work Zone need to be
managed using the following:
• Provision users through SAP Cloud Identity Service – Identity Provisioning
• Permissions in SAP SuccessFactors Work Zone and
• SAP Business Technology Platform role-collections
For SAP SuccessFactors and SAP SuccessFactors Work Zone, SAP Cloud Identity Services (IAS/IPS) is
used as the primary identity provider. This can however act as a “proxy” for existing “Single-Sign-On” setups
on the customer side, e.g., connecting to another corporate identity provider. The general migration
guidelines for the SAP SuccessFactors IAS/IPS migration apply.

4.3 Data Center and Instance approaches

SAP SuccessFactors Work Zone operates as a service delivered from an SAP Business Technology
Platform data center operating on a Cloud Foundry environment which needs to integrate with SAP
SuccessFactors delivered via an SAP SuccessFactors data center.

4.4 Language and Translation considerations

SAP Build Work Zone supports all languages that are supported by SAP SuccessFactors. For a customer
with an existing SAP SuccessFactors implementation with multiple languages enabled, language
configuration and translation considerations need to be factored in, when moving to SAP SuccessFactors
Work Zone.

4.5 Feature considerations for SAP Jam and SAP SuccessFactors Work Zone

Although SAP Jam can be considered as one of the starting points for migration to SAP Build Work Zone,
advanced edition and users and content is easily migrated to SAP Build Work Zone, advanced edition, it is
not considered as an upgraded Jam collaboration solution. SAP Build Work Zone, advanced edition is a
much broader, more powerful and valuable solution which – among (many) other services & features -
includes capabilities based on SAP Jam functionality.

4.6 Deploying templatized HR Content

SAP SuccessFactors delivers HR content to SAP Build Work Zone customers in the form of templates for
features such as Workspaces, cards and guided experiences, that may be used as delivered or adapted as
desired in the customer landscape.

5 DETAILS OF MIGRATION AND IMPLEMENTATION CONSIDERATIONS

In the following section we will discuss in further detail each of the considerations introduced earlier.

5.1 Migration Path

SAP Build Work Zone, advanced edition is a service independent of the SAP SuccessFactors HCM
application. SAP SuccessFactors Work Zone is a bundled offering, packaged as an integrated SAP Build
Work Zone, advanced edition along with other BTP services and SAP SuccessFactors solution. SAP
SuccessFactors Work Zone and SAP Build Work Zone, advanced edition are two separate SKU’s that allow
customers the flexibility to choose either a bundled offering or pick and choose certain services in an a’-la-
carte manner respectively.

7
1 Provides the same functional scope as SAP Build Work Zone, advanced edition
2 Available content listed in the documentation.
3 Native mobile app delivered with Work Zone leverages SAP Mobile Services (runtime). Building own

mobile app(s) or customizing the standard mobile app requires purchase of regular SAP Mobile
Services license
4 SAP Build Process Automation, standard users in an equivalent quantity to SAP SuccessFactors

Work Zone user licenses, two (2) SAP Build Process Automation, advanced user licenses
5 Includes 1000 GB storage per instance, additional data storage (units of 500 GB) available for

purchase
As of Jan 2023, the SAP SuccessFactors content for Work Zone is available to SAP Build Work Zone,
advanced edition customers as well, as depicted in the above graphic. With this change, the differences
between SAP SuccessFactors Work Zone and SAP Build Work Zone, advanced edition are purely
commercial only. The following commercial models are supported:

Product Commercial Model


SAP Build Work Zone, advanced edition Consumption-based (CPEA or PAYG)
SAP SuccessFactors Work Zone Subscription-based
Customers can now choose the commercial model best suited for their usage and decide the corresponding
SKU for their implementation. It is important to review the details of both commercial models before making
the decision. Once implemented, switching between the commercial models (and there by the Work Zone
editions) will need re-implementation of the other service(s). Refer to the Commercial Models and Metering
page in SAP Build Work Zone, advanced edition Administrator Guide to view the full list of services included
in each Work Zone edition and the supported commercial models and metrics. Another important condition
for customers to be able to opt for SAP SuccessFactors Work Zone is that they must have at least one
module of SAP SuccessFactors other than SAP Jam.
There are certain nuances that need to be kept in mind when implementing SAP Build Work Zone that
depend on the customer’s current SAP footprint.
Every customer would generally fall into one of the following four situations
• Customer with SAP Jam (Users provisioned from SAP SuccessFactors or SAP Cloud Identity
Services)
• Customer with SAP Cloud Portal (Freestyle / Launchpad)
• Customer with SAP Enterprise Portal
• A net new SAP customer (or an SAP Customer without any of the above)
Customer with SAP Jam (Users provisioned from SAP SuccessFactors or SAP Cloud Identity Services)

8
SAP Jam is available in four different editions which control the features that are available in the product.
The editions are Basic, Advanced, Advanced Plus or Enterprise. By default, all SAP SuccessFactors
customers prior to Q1 2022 used to get SAP Jam Basic edition, but many customers could have subscribed
to a higher edition to utilize more features of SAP Jam.
Customers can also deploy Jam for non – SAP SuccessFactors HCM use cases such as SAP Integrated
Business Planning (Supply Chain) or SAP Sales & SAP Marketing Cloud (CX Solutions). In such cases,
customers may not have SAP SuccessFactors to manage users and hence use SAP Cloud Identity Services
(Identity Authentication (IAS) & Identity Provisioning (IPS)) for authentication & provisioning of SAP Jam
users.
• A customer with SAP Jam with SAP SuccessFactors as their user provisioning system has the option to
either choose the bundled subscription-based offering of SAP SuccessFactors Work Zone or go with SAP
Build Work Zone, advanced edition and select services using a consumption-based model.
• A customer with SAP Jam and using SAP Cloud Identity Services to provision users and not SAP
SuccessFactors should ideally opt to go with SAP Build Work Zone, advanced edition, (assuming they are
not planning on moving to SuccessFactors for their core HCM needs and do not intend to utilize templatized
HR content).
• Hybrid customers who have multiple instances of SAP Jam, including those on SAP SuccessFactors and
the non HCM SAP Jam use case should merge and migrate their SAP Jam instances into a single SAP
SuccessFactors Work Zone or SAP Build Work Zone, advanced edition instance.

SAP Cloud Portal or SAP Enterprise Portal customers or Net New customers of SAP
• These customers have the option to go with either SAP Build Work Zone, advanced edition or SAP
SuccessFactors Work Zone (with at least one module of SAP SuccessFactors implemented). The
commercial options highlighted above need to be considered while making the decision. It is worth noting
that both SAP SuccessFactors Work Zone and SAP Build Work Zone, advanced edition come with SAP
Build Work Zone, standard edition (launchpad) capabilities so that customers can pull in the applications
they need to do their job – from one location.
All customers need to note that for SAP SuccessFactors Work Zone, the default setting would be to provision
users through SAP SuccessFactors (through IPS since Q1 2022). In this section (and throughout the
document) we will focus on migration and implementation considerations for SAP SuccessFactors Work Zone.

9
Migration of customers to SAP SuccessFactors Work Zone
We will now focus on migration of customers to SAP SuccessFactors Work Zone stressing on some of the
pre-requisites needed to enable and use SAP SuccessFactors Work Zone. Please note, the migration to
SAP Build Work Zone, advanced edition is not covered in this document.
The pre-requisites for implementing/migrating to SAP SuccessFactors Work Zone include
A. One SAP SuccessFactors module (not including SAP Jam) and SAP Cloud Identity Services –
Identity Authentication (IAS) enabled for SAP SuccessFactors
B. Prepare SAP Jam tenant for upgrade / migration to SAP SuccessFactors Work Zone (applicable
only to those customers who actively use an existing SAP Jam instance)
C. SAP Business Technology Platform account set up
Upon establishing the above three baseline steps as part of the initial steps, the customer can execute the
steps documented in the Onboarding to SAP SuccessFactors Work Zone section of the SAP Build Work
Zone, advanced edition Administrator guide. Please note that some activities in the baseline set up will
require to be performed by SAP Build Work Zone, advanced edition Provisioning/Support teams. The flow
charts below capture the nuances of these steps.

A. SAP SuccessFactors and SAP IAS set up

10
SAP SuccessFactors Work Zone is packaged as an offering of SAP Build Work Zone, advanced edition on the
SAP Business Technology Platform enabled for the HR use case with pre-delivered templatized content built
with SAP SuccessFactors as the underlying SAP Successfactors HCM application. For customers who are not
yet customers of SAP SuccessFactors, an implementation of at least one module of SAP SuccessFactors is
required.
SAP Build Work Zone, advanced edition instance: Number of instances available for customers to enable
SAP SuccessFactors Work Zone corresponds to the number of SAP SuccessFactors HCM Core (BizX)
instances. Customers should generally upgrade their productive and Development/Test SAP Jam Instances
to SAP SuccessFactors Work Zone.
Customers who have no SAP Jam footprint will create SAP SuccessFactors Work Zone tenant using the option
‘I want to create a new SAP SuccessFactors Work Zone tenant’ in the SAP SuccessFactors Work Zone
configurator. The number of SAP SuccessFactors Work Zone tenants that a customer can create using this
method still corresponds to the number of HCM core (BizX) instances.
SAP Cloud Identity Services (SAP IAS) is required for identity authentication with SAP SuccessFactors.
Customers are required to implement SAP IAS for SAP SuccessFactors prior to implementing SAP
SuccessFactors Work Zone. For information on the migration process please refer to SAP Help documentation
Setting up SAP SuccessFactors with Identity Authentication and Identity Provisioning Services.

B. Prepare SAP Jam tenant for upgrading to SAP SuccessFactors Work Zone

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Instructions in this step are applicable only to customers who want to upgrade their existing SAP Jam instance
(ideally with active usage). Customers without SAP Jam instance can proceed to step C. Such customers (with
no active SAP Jam instance) need to select option 1: “Create a new tenant” in the Work Zone Configurator (to
be launched after completing Steps A and C).
Jam Version for upgrade: As noted in an earlier section SAP Jam is available in multiple versions depending
on the functionality desired. Prior to Q1 2022, SAP SuccessFactors customers always got (at least) the basic
SAP Jam application along with their SuccessFactors HCM core license. For purposes of migration to SAP
SuccessFactors Work Zone, the Enterprise version of SAP Jam is required. Customers on the Basic version
will be upgraded to Enterprise version by SAP Support prior to commencing the technical migration to SAP
SuccessFactors Work Zone.
Migrating Jam domain to *.ondemand.com: Customer’s SAP Jam environment URL (jam##.sapjam.com)
or a custom domain or sub domain for SAP Jam will be migrated to an *ondemand.com URL by the SAP
Support team initiated by an SAP Support ticket. Refer to KBA 2920494 for details on the domain migration
process. Completion of this process is confirmed by verifying SAP Jam content is now available via the updated
URL(s).
Customers should be aware of the following impact and should plan to address them appropriately during the
URL domain migration:
- Any existing systems/integrations pointing to SAP Jam URL need to be updated to point to the new
*.ondemand.com URL. Browser level URLs will get auto redirected to the new URL(s) which in turn will
redirect to the SAP SuccessFactors Work Zone URL (the latter will only happen after the migration to SAP
SuccessFactors Work Zone is completed of course).
It is helpful to note that customers can continue to use SAP Jam as is after the domain migration and before
the actual upgrade to SAP SuccessFactors Work Zone.
Decouple Jam from SAP SuccessFactors HCM Core (BizX): In this step the user authentication and
provisioning of the SAP Jam instance will be converted to use SAP Cloud Identity services: Identity
Authentication (IAS) & Identity Provisioning (IPS) instead of SAP SuccessFactors HCM Core. Follow the steps
outlined in KBA 3111415.
The migration of SAP Jam domain and decoupling from SAP SuccessFactors HCM Core can be performed in
any order.

C. Establishing the SAP Business Technology Platform Account

12
Upon completion of contracting/licensing steps, The SAP Provisioning team will create an SAP Business
Technology Platform Global account if the customer is using SAP Business Technology for the first time. If the
customer already has an SAP Business Technology Global Account, the same can be reused. Prior to May
2021 customers with an existing CPEA (Cloud Platform Enterprise Account) global account, couldn’t reuse
their Global Account for SAP SuccessFactors Work Zone (subscription-based model). This is no longer the
case and customers can reuse their CPEA global account to also run SAP SuccessFactors Work Zone service.
The customer will work with their SAP Account team and SAP Business Technology Operations in order to get
these established. Once the global account is established the SAP SuccessFactors Work Zone service can
be subscribed to under a new/existing sub account in a SAP Business Technology data center preferably in
the location closest to the SAP SuccessFactors data center location. Section 5.3.1 of this document will provide
detailed guidance to select the appropriate data center/region/infrastructure provider for setting up the sub
account.
Run the Booster
After establishing the BTP sub account and meeting all the pre-requisites the next step is to run the booster
Get Started with SAP SuccessFactors Work Zone found in the Boosters screen in BTP cockpit at the global
account. In case there are any technical issues running the booster, the setup tasks completed by the booster
can be completed manually by following the instructions located in the section Manual Execution of the Booster
in the SAP Build Work Zone, advanced edition administrator guide under Onboarding to SAP SuccessFactors
Work Zone.
Post Booster Configuration
The steps in the post booster configuration are required to connect the SAP BTP subaccount to SAP Cloud
Identity services – Identity Provisioining, and to switch the authentication mechanism to SAP Cloud Identity
Services – Identity Authentication.
Follow the steps outlined in the section Post Booster Configuration in the SAP Build Work Zone, advanced
edition administrator guide under Onboarding to SAP SuccessFactors Work Zone.
Run the Configurator

13
After establishing the above steps, the customer is now ready to undertake the technical migration to SAP
SuccessFactors Work Zone. This is accomplished by running the steps in the Configurator. These steps are
documented in detail within the SAP Build Work Zone, advanced edition Administrator Guide under the section
Run the Configurator under Onboarding to SAP SuccessFactors Work Zone. The steps would need to be
performed by the customer in consultation with their implementation partner. Please reach out to SAP support
(under component EP-WZ) for any queries or blockers while executing the steps in the process.
The steps in the Configurator vary based on whether customer is creating a new SAP SuccessFactors Work
Zone tenant or creating an SAP SuccessFactors Work Zone tenant based on an existing SAP Jam tenant.
Steps involved in creation of a new SAP SuccessFactors Work Zone tenant:
Step 1: Prerequisites
Step 2: Create a Destination to SAP SuccessFactors
Step 3: Set Up Environment
Step 4: Configure IAS and IPS
Step 5: Launch
Steps involved in creation of an SAP SuccessFactors Work Zone tenant based on existing SAP Jam tenant
Step 1: Prerequisites
Step 2: Create a Destination to SAP SuccessFactors
Step 3: Create a Destination to SAP SuccessFactors Work Zone
Step 4: Set Up Environment
Step 5: Launch
Successful execution of these steps confirms the upgrade/ migration to SAP SuccessFactors Work Zone.
Please refer to the Before Using SAP SuccessFactors Work Zone section in the Configuring and Using SAP
SuccessFactors Work Zone guide prior to deploying SAP SuccessFactors delivered HR template content such
as Workspaces Integration, UI Cards and Guided Processes.
Migration of External Users (if applicable)
Existing Jam customers might need to migrate external users separately into IAS. Customers that are already
using IAS, with all external users already existing in IAS need not go through this step. This step is only
applicable if customers were using SAP ID service with SAP Jam for external users.
A migration tool for external users is in consideration for a future release

5.2 User Provisioning, Authorization and IAS considerations

In this section we will go over the details of how users are provisioned into SAP SuccessFactors Work Zone,
the concept of user permissionning / authorization and the use of SAP Cloud Identity Services (IAS/IPS) to
authorize users for SAP SuccessFactors Work Zone.

5.2.1 User Provisioning


For users to be able to access SAP SuccessFactors Work Zone, the default setup would be to first create them
in SAP SuccessFactors Employee Profile and provision them into SAP SuccessFactors Work Zone through
SAP Identity Provisioning System. This would be the approach even for users that are mastered in a separate
core HCM system such as SAP ERP HCM or any other HCM system. Alternately, other systems like Azure
AD, IAS etc., can be utilized as source system.
In addition to the above, users need to be created in SAP Cloud Identity Services, Identity Authentication
including user details coming from SAP SuccessFactors. Identity Provisioning Service (IPS) is used to create
and update user records in Identity Authentication. The user details must include SAP SuccessFactors User
Id (users-sys-id) for integration scenarios. For user Id to be synced, the transformation templates in IPS
(SuccessFactors as Source and IAS as Target) needs to be updated as per guidelines documented in help
document Configuring and Using SAP SuccessFactors Work Zone under section “Configuring Identity
Provisioning Service (IPS)”.

14
The flow diagram below covers the general scenario of users (employees, contractors, and others) being
provisioned, that are either mastered in SuccessFactors Employee Central or have an employee profile record
in SuccessFactors by virtue of running one or more talent solutions or the case of non-functional users.
The same flow also applies to SuccessFactors-based external users, who will be managed directly within
SuccessFactors platform and marked as external users in SAP SuccessFactors Work Zone using any of the
custom fields in Employee Profile (Custom01-15).

a. SAP Identity Provisioning System (IPS) reads users from SuccessFactors system and
b. SAP Identity Provisioning System (IPS) creates/updates users in SAP SuccessFactors Work Zone
c. SAP Identity Provisioning System (IPS) creates/updates users in Identity Authentication system
User provisioning through IAS
The situation of users needing access for SAP SuccessFactors Work Zone and not existing in
SuccessFactors Employee Profile can be handled by directly creating them in SAP Cloud Identity Services
(IAS). This holds good for both internal users and external users. These users could be created in IAS either
from a 3rd party application or could be one off external user invited to use the application for specific
purposes.

15
External User Creation in IAS
Users external to SAP SuccessFactors Work Zone can be created in one of two ways as described below:
Standalone users:
A1. Such users are invited by Administrators of SAP SuccessFactors Work Zone via an email
A2. Email will guide first time users to self-register in SAP Identity Authentication Service to gain access
to SAP SuccessFactors Work Zone
Users from 3rd party application
B. Customer can create / update user records in SAP Identity Authentication Service, for instance syncing
them from a 3rd party application.

Common process for both types of External Users


C1. SAP Identity Authentication Services is configured to sync users to SAP Identity Provisioning Service.
C2. SAP Identity Provisioning Service is configured to sync users with SAP SuccessFactors Work Zone.
External users can be added to “external” workspaces and will have access to the external facing SAP
SuccessFactors Work Zone homepage(s).
SAP SuccessFactors Work Zone requires users to be provisioned via IPS. The above approaches
explain/depict the provisioning of users originating from SAP SuccessFactors and IAS via IPS. Depending
upon the solution landscape, provisioning of users can also be done from other supported source systems
via IPS. This is not covered in this document, please refer to the section Source Systems under Supported
Systems in SAP Help documentation SAP Cloud Identity Services – Identity Provisioning.

5.2.2 User Authorization


Authorizations / Permissions for users in SAP SuccessFactors Work Zone need to be managed at the
following three levels.
• Provisioning of users through SAP Identity Provisioning System (IPS)
− Filters set at the SuccessFactors source system in IPS controls the access / provisioning of users
that are of type full access and SuccessFactors-managed external users.
▪ Full Access users: typically include all the employees in your company. They typically have access
to all enabled features except those that are limited to the members of a specific workspace or
that require external accounts to view, as is the case with integrated business records from
external applications.

16
▪ External users are the most restricted. They are guests of your organization, given access to only
the specific private external workspaces to which they have been invited, their home page, and
user profile. They are allowed only limited information on, or interactions with, other users. They
can only access the content within the workspaces to which they have been invited.
• SAP SuccessFactors Work Zone permissions
− Access to permissions like “Company administrator”, Workspace / Homepage access, etc., are
controlled within SAP SuccessFactors Work Zone and can be setup dynamically, for example based
on attributes coming from SuccessFactors Employee Profile.
− The mechanism to dynamically allow access to content such as workspaces based on user attributes
is based on the “dynamic member list” feature. These lists are then added as “required member lists”
to a workspace or to a homepage, and members of the member list will automatically gain / lose
access to the content. The membership of the list itself can either be controlled manually
(adding/removing users) or based on profile attributes (e.g., everyone with department = “Sales” and
location = “Boston”).
− Administrative areas allow to bundle different homepages, integration setups and workspace
templates. Users will have access to content from all administrative areas they are assigned to. The
membership in those areas can be controlled by either manually adding users or automatically
assigning them via member lists (same as above). By default, all users are in the “company area”.
• SAP Business Technology Platform
− Access / roles within SAP SuccessFactors Work Zone (and related SAP Business Technology
Platform services like Business Application Studio) are managed via Role-Collections. Here, all
supported options from the platform side are available: manual assignment done in SAP BTP cockpit,
assertion attribute mapping (e.g., IAS group assignment) or use of XSUAA SCIM API
− Those role-collections are also mapped with the roles configured in the Content Manager and used
across both SAP SuccessFactors Work Zone and the embedded SAP Build Work Zone, standard
edition (SAP Launchpad), for example to control access to a catalogue of apps. The default roles for
SAP Build Work Zone, advanced edition cannot be modified, but custom roles can be created for the
SAP Build Work Zone, standard edition (SAP Launchpad).

5.2.3 IAS considerations


As of release H1 2020, the user synchronization from SAP SuccessFactors to SAP IAS has been suggested
to be changed to occur at a User Account (person) level, as outlined in the IPS transformations document
(SAP SuccessFactors user account synchronization after release b2005). As mentioned in the User
Provisioning section above, for SAP SuccessFactors Work Zone, user ID (users-sys-id) is needed to be synced
into SAP IAS.
Since SAP IAS will have users synced at User Account Level or person level, and user ID is needed for SAP
SuccessFactors Work Zone, at any given moment only one user ID or employment will be synced with SAP
IAS and hence only a single employment (user ID) / username will be able to login to SAP SuccessFactors
Work Zone.
As of release 2H 2021, SAP SuccessFactors Work Zone supports users with multiple active employments in
scenarios such as Global Assignment and Concurrent Employment. It is important to note that certain features
work at a person level for example:
• Workspace membership is based on person, if one employment has access to a workspace then the
other employment also has access to the workspace.
• The user profile page displays information of one of the employments randomly.
• All the standard Integration Cards and Guided Experiences provided by SAP SuccessFactors support
multiple employment.
There is no special configuration needed to enable multiple employments in SAP SuccessFactors Work Zone,
apart from the user ID to be synced into SAP IAS as outlined above. The employment switcher (like the one
in SAP SuccessFactors) gets automatically enabled for a user with more than one employment.
For SAP Jam customers implementing SAP SuccessFactors Work Zone, the (previous SAP Jam) practice of
using the employment switcher in SuccessFactors to switch to the relevant Jam account will not be possible
with SAP SuccessFactors Work Zone.
It is worth noting that even though SAP SuccessFactors Work Zone requires IAS as the primary identity
provider (IdP) connected at the SAP BTP subaccount, however if there is different IdP that is used withing the
landscape, IAS can be used as a proxy IdP.

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Please refer to the Implementation Design Principle (IDP) document - SAP SuccessFactors Suite: Identity and
Access Management which discusses the Identity authentication process for applications using SAP Identity
Services (IAS/IPS) for authentication.

5.3 Data Center, Instance, Release Information

5.3.1 Data Center


SAP SuccessFactors Work Zone is designed to operate as an integrated set up of SAP Build Work Zone,
advanced edition delivered as an SAP Business Technology Platform offering from SAP Business Technology
Platform Data Center operating on Cloud foundry, while SuccessFactors is delivered out of an SAP
SuccessFactors data center. The following section is provided for informational purposes, customers and their
implementation partners should work with their account team and SAP Operations to address their specific
scenario.
The following three possibilities for Data Center operations could arise:
Existing SAP Business Technology Platform and SuccessFactors customers
Existing customers already using SAP Business Technology Platform components and having an SAP
Business Technology Platform Global Account would create/re-use a sub account in a SAP BTP data center
closest to the SAP SuccessFactors data center. They would then subscribe to the SAP SuccessFactors Work
Zone service from this sub-account.
New SAP Business Technology Platform customers and existing SAP SuccessFactors customers
An SAP Business Technology Platform Global Account would need to be first created and a sub-account
should be created in the SAP Business Technology Platform data center selected based on the geographic
operations of the customer preferably aligned to the geographic location closest to the SuccessFactors Data
center. The sub account will be used to subscribe to SAP SuccessFactors Work Zone service.
Net New SAP Business Technology Platform and SAP SuccessFactors customers
The geographic location of the SAP Business Technology Platform and SAP SuccessFactors data center
would ideally be the same region and typically match or be regionally close to the customers headquarters or
main operating location. Considerations for the geographic location of the SuccessFactors data center include
proximity to headquarters or main operating location, local GDPR and Data Privacy regulations etc.,
The suggested pairing of data centers is provided in the administrator guide under section Onboarding to SAP
SuccessFactors Work Zone page Prerequisites.
The pairing of data centers is provided in a tabular format with 4 columns viz. A, B, C and D.
Customers wishing to upgrade an existing SAP Jam instance to SAP SuccessFactors Work Zone should start
at column C and choose the infrastructure provider of choice in column B to find the BTP data center/region in
column A for creating the BTP sub account. Currently column D is not applicable for such customers.
Customers setting up SAP SuccessFactors Work Zone from scratch will follow the same approach as above
however, they must note the data center in column D will be the location of their newly created DWS (SAP
Build Work Zone core) component. This is informational only and the configurator will automatically create the
DWS instance in the data center denoted in column D.

[A] SAP BTP, Cloud [B] SAP BTP, Cloud [C] Existing SAP Jam / [D] New customers setup for
Foundry Environtment Foundry Environment SAP SuccessFactors DWS component Data
Data Center Infrastructure Provider Data Center Center
<BTP Data Center> <Azure/AWS> <SF Data Center> <Data Center for DWS
component>
Note:
1. For EU Access, customers must use the data centers DC02 (DC57) / DC12 (DC33) for SAP
SuccessFactors and EU11 for Cloud Foundry.
2. As of 1H 2023, SAP Build Process Automation is only available on a subset of AWS based BTP Data
Centers. This however doesn’t impact the functionality of any SAP SuccessFactors delivered Guided
Experiences that use the BTP workflow service underneath. To use SAP Build Process Automation

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across sub-accounts, carryout the steps outlined in the SAP Build Work Zone, advanced edition
administrator guide section Integration with SAP Build Process Automation.
For optimal performance and to avoid latency issues, please create the sub-account on the recommended
data center according to the mapping table. If your data center is not listed, select the closest location for
optimal performance.

5.3.2 Instances
Number of instances available for customers to enable SAP SuccessFactors Work Zone corresponds to the
number of SAP SuccessFactors HCM Core (BizX) instances. Customers should generally upgrade their
productive and Development/Test SAP Jam Instances to SAP SuccessFactors Work Zone. Typically,
SuccessFactors talent only customers receive two instances of SAP HCM Core and SAP SuccessFactors
Employee Central customers receive three instances of SAP HCM Core.
Customers who have no SAP Jam footprint will create SAP SuccessFactors Work Zone tenant using the option
‘I want to create a new SAP SuccessFactors Work tenant’ in the SAP SuccessFactors Work Zone configurator.
The number of SAP SuccessFactors Work Zone tenants that a customer can create using this method still
corresponds to the number of HCM Core (BizX) instances.
HR Content in the form of UI Integration cards, Workspaces and Guided experiences may be adapted from
delivered content available in content store or created and then tested in the Development/Test environment
before moving to the Production environment. Created / Updated content would need to be manually exported
from Development/Test and then imported into the Production environment of SAP SuccessFactors Work
Zone. UI Integration cards, Workspaces and Home pages, Guided experiences (UI card) can be exported as
zip files and imported into the Production instance via the admin console. Guided experiences (workflow
components) need to be deployed using the SAP BAS (Business Application Studio).

5.3.3 Release Information


Templatized HR Content will be delivered by SuccessFactors as part of its twice a year release cycle. These
may be available on a more frequent basis in the future.
Innovations on SAP Business Technology Platform components which are incorporated within the SAP Build
Work Zone, advanced edition service may follow a more frequent release cycle as per current practices. Refer
to the SAP Help Documentation to get the latest SAP Business Technology Platform Release information

5.4 Language and Translation Considerations

This section will provide an overview about different language aspects in SAP SuccessFactors Work Zone
and information about enabling and supporting translations.

5.4.1 Languages
For customers who have an existing SAP Jam instance, the language selection is configured in the SAP
SuccessFactors Platform. Currently, SAP Jam supports close to 40 languages consistent with the languages
supported in SAP SuccessFactors. With SAP SuccessFactors Work Zone the language selection will move to
the configuration settings within SAP Build Work Zone, advanced edition available in the Content Manager.
As of release 2H 2022, SAP SuccessFactors Work Zone supports all languages that are available in SAP
SuccessFactors.
Review the section Supported Browsers and Languages in SAP Build Work Zone, advanced edition
Administrator Guide to view the complete list of supported languages.
Existing SAP Jam customers who have maintained translations will not lose them after upgrading to SAP
SuccessFactors Work Zone.

5.4.2 Translations
This section will review the translation aspects in SAP SuccessFactors Work Zone and specifically the HR
content (UI Integration Cards, Guided Processes, Workspace Templates) provided by SAP SuccessFactors.
In SAP SuccessFactors Work Zone once you enable a new language, to maintain translations for the newly
added language, refer to the below approach:

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1. System fields – Translations for system fields such as the menu items shown below, search bar, user
settings page, Administrative Console etc., are pre-defined by SAP and cannot be updated.

2. Content – Translations for content created within SAP SuccessFactors Work Zone such as Home
Pages and Workspaces can be maintained in the page settings.

Content created as Knowledge Base articles, Wikis, Blogs etc., can be created in multiple languages
and linked with each other as different language versions.

3. Template Content Provided by SAP SuccessFactors


a. UI Integration Cards – Translations for the texts in integration cards such as Title, Subtitle(s),
Description, Keywords etc., are already provided as standard, in the
‘i18n_<xx>_<XX>.properties’ (xx – language, XX - locale) files within the UI Card. If you wish
to change any of the translations, then the appropriate properties file needs to be updated
and the card redeployed into the system.
Note that in such a case, the updated card would technically be a custom card deployed and
maintained by the customer/partner. Updates to the standard card released by SAP as a
new version will not get applied to the custom card.

20
For the data fields fetched from SAP SuccessFactors, translations need to be maintained
within SuccessFactors.
b. Guided Experiences – Similar to the UI Integration cards, translations for guided experiences
too are provided as standard in the ‘i18n_<xx>_<XX>.properties’ (xx – language, XX - locale)
file. In addition to the title, subtitle, description, keywords etc., the guided experiences’ file will
contain the texts / labels for all UI elements in each step of the guided experience. Customers
wishing to adapt the text as per their needs should update the appropriate properties file
corresponding to the language / locale enabled in their instance and redeploy into the system.

c. Workspace Templates – Workspace templates provided are currently available in English


language only but can be modified by customers to support translations.
4. Business Apps, Groups, Roles and Catalog – Translations for groups, roles, business apps and
catalog can be maintained in Content Manager, which is located in the Work Zone Manager.

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5.5 Feature considerations for SAP Jam and SAP SuccessFactors Work Zone
Although SAP Jam can be considered as one of the starting points for migration to SAP Build Work Zone,
advanced edition and users and content are easily migrated to SAP Build Work Zone, advanced edition, it is
not considered as an upgraded Jam collaboration solution. SAP Build Work Zone, advanced edition is a much
broader, more powerful and valuable solution which – among (many) other services & features - includes
capabilities based on SAP Jam functionality. Some features of SAP Jam may be deprecated in SAP
SuccessFactors Work Zone and some may be currently on the roadmap for an upcoming release. These
include, but are not limited to:
• Messages:
Private messages (web and mobile) will not be available with SAP SuccessFactors Work Zone.
Customers are expected to use tightly integrated messaging platforms such as Microsoft teams for
real time messaging instead.
• Mobile:
The SAP Jam mobile application and SAP Jam parts of the SAP SuccessFactors Mobile app are no
longer supported. Instead, the SAP Build Work Zone Advanced & SAP Mobile Cards application(s)
should be used. Topics like full MDM support and QR-code based activation without additional login
are in consideration for a future release.
• (Custom) OpenSocial Gadgets:
They remain supported for combability reasons but won’t be developed further. The guidance for
customers / partners is to use UI integration cards instead. As an example, for the standard “URL
gadget” there is an equivalent “Web Content Card” to support iframe embedding out of the box.
• Browser Support:
Internet Explorer is not supported by SAP SuccessFactors Work Zone.

5.6 Deploying templatized HR Content

Content Packages allow bundling of content artifacts to be consumed in SAP Build Work Zone, advanced
edition. An administrator can install Content Packages when released by SAP SuccessFactors, available in
the SAP Build Work Zone, advanced edition central package store.

Standard content from SAP SuccessFactors for SAP SuccessFactors Work Zone consists of pre-built
functionality to surface data via APIs from various SAP SuccessFactors modules such as Performance,
Goals, Learning, Compensation, Employee Profile etc., This data from SAP SuccessFactors can be
consumed in the form of Integration Cards / Guided Experiences in desired / relevant locations such as
Home Pages and Workspaces to build scenario specific experiences keeping the employee at the center.
SAP SuccessFactors delivered guided experiences are packaged as a workflow and a corresponding UI
Integration Card.

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SAP SuccessFactors will deliver templatized HR content in periodic releases. This content can be found
under Administration Console → UI Integration → Content Packages and can be installed into the SAP
SuccessFactors Work Zone instance of the customer.

For information related to content package concepts refer to the SAP Build Work Zone, advanced edition
Admin Guide, and for specific HR content in each release refer to SAP SuccessFactors Work Zone Content
Guide
Customers/Partners can develop custom integration cards and/or guided experiences for scenarios where
standard content doesn’t meet their requirements. For in depth guidance on the customization options of
standard content and extension capabilities refer to the IDP SAP SuccessFactors Work Zone – Developing
and Extending Content.

6 ASSUMPTIONS AND EXCLUSIONS

This document is focused on SAP SuccessFactors Work Zone and related concepts of SAP Business
Technology Platform & SAP Build Work Zone, advanced edition. For details related to SAP Build Work Zone,
advanced edition and enabling/integrating non-HR content please refer to SAP Help documentation.

7 REFERENCES

SAP Help Portal


SAP Build Work Zone, advanced edition documentation
• SAP Build Work Zone, advanced edition – documentation overview
• SAP Build Work Zone, advanced edition Administrator guide
• SAP Build Work Zone, advanced edition Developer guide
• SAP Build Work Zone, advanced edition User guide
• SAP SuccessFactors Work Zone Roadmap
SAP SuccessFactors Work Zone specific documentation
• Configuring and Using SAP SuccessFactors Work Zone
SAP Business Technology Platform Identity Services, Identity Authentication and Identity
Provisioning
• Setting up SAP SuccessFactors with Identity Authentication and Identity Provisioning Services
• SAP SuccessFactors user account synchronization after release b2005 – IPS transformations document
SAP Business Technology Platform

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• SAP Business Technology Platform
• SAP Business Technology Release information
SAP Jam
• SAP Jam Collaboration User Guide
• SAP Jam Collaboration Admin Guide

SAP Notes / KBA


• 2474916 – How to grant SAP Jam access to users in SF using RBP (Role Based Permissions)
• 2152655 – Data Sync from BizX to SAP Jam
• 2920494 – How to raise domain migration request for transition from SAP Jam to SAP Build Work Zone,
advanced edition?
• 3111415 – How to decouple SAP Jam or SAP SuccessFactors Work Zone from BizX

Implementation Design Principles (IDP)


• SAP SuccessFactors Work Zone: Developing and Extending Content
• SAP SuccessFactors Suite: Identity and Access Management

SAP Blogs
• De-mystifying SAP Cloud Identity Services integration with SAP Build Work Zone

SAP Build Work Zone


• Solution Overview – L2+L3

Others
• SAP SuccessFactors Work Zone Overview – Product page on SAP.com
• SAP SuccessFactors Work Zone Partner Community Group

8 ADDITIONAL RESOURCES

SAP Learning Journeys


• SAP Learning Journey: Implement and Administer SAP Build Work Zone
• SAP Learning Journey: Basics of SAP BTP
• SAP Learning Journey: Security with SAP BTP

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Implementation Design Principle

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