Online Report Designer (ORD) Internal Configuration Guide

ORD Overview and Pre-requisites This guide describes how to implement the Online Report Designer (ORD) for existing BizX customers who DO NOT have talent insight or Workforce Analytics. Who implements ORD To implement ORD please create a case in SeOD and assign it to the global WFA&P team ‘Queue – T3 WFP&A’ Please see the ORD Datasheet here. (Need to load to SP) Before you start: Do not commence configuration until you have all of the information outlined in Section 3 of the ORD datasheet. Where can I find more documentation? The ORD user guide is available at this link. This link is to a recording that explains how to activate ORD.

Online Report Designer tool Outcome for Client Live SFSF BizX data Online Report Designer tool

Summary of Implementation Steps Completed By Purpose 1 BizX Instance Configuration Tool=BizX Provisioning WFA CS To enable SSO between the BizX customer instance and the ORD customer instance 2 BizX User Configuration BizX Admin Tools To enable the appropriate permissions per user or role for access to ORD 3 ORD Instance Creation Tool=BizX Application To create the ORD instance with the first login attempt 4 Default Portal page creation Tool=WFA Application To create the landing page for ORD users 5 ORD Instance Configuration To enable the instance for ORD 6 Languages Enablement Tool=WST Admin Tools APAC WFA CS (in the short term) Optional step to enable international languages for customer if required 7 ORD User Creation To check that a user can now successfully login to ORD

1. BizX Instance Configuration BizX Provisioning

Provisioning > Company Name There is a current limitation where the ORD instance will not be automatically created if the BizX Company Name is greater than 30 characters. Make sure the Company Name is 30 characters or less and save this section of Provisioning.

Provisioning > Service Provider Settings See https://confluence.successfactors.com/display/PRODINFO/Workforce+Analytics+Workforce+Planning+talent+insight+-+Single+Sign+On+Configuration+Guide to complete this section. See confluence guide If you see other entries here (eg. LMS), select “Add another Service Provide ACS”

Provisioning > Company Settings See https://confluence.successfactors.com/display/PRODINFO/Workforce+Analytics+Workforce+Planning+talent+insight+-+Single+Sign+On+Configuration+Guide to complete this section. See confluence guide See confluence guide See confluence guide <leave this field empty> Note it is very important to get the ORD Company Identifier right because this is the name of the ORD instance that will be created. Once created you cannot change this identifier. For the ORD company identifier enter the name of the BizX instance that is in the Company ID field. When the Provisioning settings are saved information in stored that will support the automated creation of the ORD instance. See Step 3.

Provisioning > Company Settings While accessing Company Setting check the Reverse Proxy URL setting. If this field is not blank then record the URL and you will need this in Step 5.

2. BizX User Configuration BizX Admin Tools

For customers using OneAdmin and the non-RBP Permission Framework OneAdmin > Reporting > Dashboard/ List View / Spotlight View / Report Access Search for the admin user name provided and enable the Inform Reports option for this user. This permission enables the “Analytics” sub tab in BizX. If you do not see this option, then Provisioning (Company Settings and Assertion Consumer Settings) has not been set up correctly.

For customers using the old Admin Tools and the non-RBP Permission Framework Admin Tools > Manage Security > Dashboard/ List View / Spotlight View / Report Access Search for the admin user name provided and enable the Inform Reports option for this user. This permission enables the “Analytics” sub tab in BizX. If you do not see this option, then Provisioning (Company Settings and Assertion Consumer Settings) has not been set up correctly.

For customers using OneAdmin and the RBP Permission Framework OneAdmin > Set User Permissions > Manage Permission Roles > choose role > Select Permission button > Reports Permission > select Inform Reports > Done If you do not see this option, then Provisioning (Company Settings and Assertion Consumer Settings) has not been set up correctly.

For customers using old Admin tools and the RBP Permission Framework Admin Tools > Manage Security > Manage Permission Roles > choose role > Select Permission button > Reports Permission > select Inform Reports > Done If you do not see this option, then Provisioning (Company Settings and Assertion Consumer Settings) has not been set up correctly.

3. ORD Instance Creation BizX Application

Automated creation of the ORD instance For the automated ORD instance creation process to be invoked, an appropriately permissioned user must first attempt to access ORD from the BizX instance Login to the BizX instance with the admin user provided – you may need to log out and log back in if you were logged in as the admin user to set up the previous permissions Navigate to Analytics in the module picker and then navigate to the Analytics sub-tab The login page will appear within the BizX frame This is expected behaviour. The ORD instance will have been created but a further step is required to allow a successful login. Continue to Step 4.

4. Default Portal page creation WFA Application

Create the default Portal pages Log in to the WFA environment (analytics environment set up in the Application URL field in BizX provisioning eg https://analytics4.successfactors.com/Production/Login.aspx) Admin  SuccessFactors Admin  Report Transfer; Select ‘Transfer’ button “From” Organization – choose “DemoSiteInt” (or any other ORD customer with the default portal page) Select the report called Portal in Available Reports and double click it so that it appears in Selected Reports In “To” Organizations double click on the customer instance so that it appears under Selected Organizations Select Transfer – the default Portal page should now exist as a report in the newly created WFA org Notes: The instructions on this step apply if you are implementing a customer in DC4 (Arizona). If you are implementing a customer in another Data Centre download a copy of the Portal Page from DC4 (DemoSiteInt) and upload the report to the customer instance you are working on.

ORD – Standard Portal Page

5. ORD Instance Configuration WFA Application

ORD Instance Configuration ORD Instance > Admin > SuccessFactors Admin > Org Local Config Admin Note: ensure that you have changed the org from the demo site to the newly created WFA org “Use Rui” = enables the latest version of the V12 user interface for ORD . This is needed for Advanced Reporting. For BizX only customers select “Use SFSF Live Data” which enables the use of SFSF BizX Adhoc data in ORD For Learning only customers select “Use Learning Live Data” which enables SFSF learning data in ORD For joint BizX and Learning customers select both options.

Create the Default Role (ORD-UserOnly) Navigate to Admin  Role Maintenance Select the roles button on the toolbar Choose the Designer role Select the Copy Role button and name the new role ORD-UserOnly In the Permissions section select Edit Set permissions as per the next slide

Create the Default Role (ORD-UserOnly) - continued In the Permissions section select ‘Edit’ Under the ‘Actions’ TAB select the ‘View All Menus’ and remove ‘Report Designing’ and SAVE. Under the ‘Measure Restrictions’ section select the Show Restricted options button and then tick the Inputs section and SAVE. Under the ‘Settings’ section TAB select ‘Report Book’ and highlight ‘Portal’ report under the Default folder Actions Settings Measure Restrictions

Create the ORD Admin role (ORD-SysAdmin) Copy the ORD-UserOnly role and rename as ORD-SysAdmin In the Permissions section select Edit In the ‘Permissions’section select ‘Edit’ Under the ‘Actions’ TAB select ‘Edit Users’, ‘Edit User Roles’, ‘Menu Building’, ‘View All Menus’, ‘Queryworkspace’, ‘Detailed Reporting’, ‘Report Distributor’, ‘Report Designing’, ‘Report Designing Admin’ and SAVE. Under the ‘Settings’ section TAB select ‘Report Book’ and highlight ‘Portal’ report under the Default folder Under the ‘Measure Restrictions’ section select the Show Restricted options button and then tick the Inputs section and SAVE. Actions Settings Measure Restrictions

Create the Report Admin role (ORD-ReportAdmin) Copy the ORD-SysAdmin role and rename as ORD-ReportAdmin In the Permissions section select Edit In the ‘Permissions’section select ‘Edit’ Under the ‘Actions’ TAB select ‘Menu Building’, ‘View All Menus’, ‘Queryworkspace’, ‘Detailed Reporting’, ‘Report Distributor’, ‘Report Designing’, ‘Report Designing Admin’ and SAVE. Under the ‘Settings’ section TAB select ‘Report Book’ and highlight ‘Portal’ report under the Default folder Under the ‘Measure Restrictions’ section select the Show Restricted options button and then tick the Inputs section and SAVE. Actions Settings Measure Restrictions

ORD Instance Configuration ORD Instance > Admin > SuccessFactors Admin > Org Local Config Admin “Default Auto Create User Role” set this to be ORD-UserOnly and SAVE. This will be the role that all new users are created in.

Environment Table configuration This step is required if the customer wants to enable Learning data in the ORD or has a Reverse Proxy URL established (refer to slide 9). ORD Instance > Admin > SuccessFactors Admin > Environment Admin In the Available Orgs selector choose the name of the customer To complete the fields in the tables please refer to the Environment Table Guide (link here) for the correct selections. Note if the customer wants to enable Learning data in the ORD there is an additional step in Section 4 of the Environment Table guide that is required. See right for an example of the settings for a premium customer. See next slide for an example of the settings for an APAC Akamai customer.

Environment Table configuration (continued) Example of the settings for an APAC Akamai customer.

Languages Enablement - Optional step

Enable languages through the Cloud DBI Workforce Support Tool (WST ) If the customer requires languages to be enabled in Online Report Designer please contact one of the APAC WFA CS team: Alex Dundas-Taylor: adundas-taylor@successfactors.com Danelle Watts: dwatts@successfactors.com Nadeene Kraus: nkraus@successfactors.com

5. ORD User Creation and Login BizX Application

ORD user creation In the BizX Application login with the appropriately permissioned BizX user (per step 3) Navigate to Analytics in the module picker and then navigate to the Analytics sub-tab You should now be logged in to ORD correctly. See example login below. The first user (typically the admin user) will be created with the default role (ie with access to Report menus only) – you will need to log back in to the WFA instance (with your own WFA account) and change the customer admin user to the ‘ORD-SysAdmin’ role to allow them to manage their own user access to ORD Admin - Users Maintenance  highlight user and select ‘Edit User’ button  update the role and hit save