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

2. Summary of Steps Step Completed By Purpose 1
BizX PROD instance creation
Cloud Operations
Create a PROD BizX instance in the appropriate SFSF Data Centre 2
BizX Single Sign On configuration (optional)
Tool=SFSF Provisioning PS
If the customer wants to configure SSO for accessing BizX 3
BizX Instance Configuration
To enable SSO from BizX to WFA and support Home Page tile data requests to WFA 4
BizX User Account Creation and Configuration
Tool=BizX Admin Tools
To create new BizX users and enable permissions per user or role to access Analytics from the BizX application 5
WFA User Updates
Tool=WFA Admin Tools
To link the BizX user to the WFA user 6
WFA Instance Configuration
Tool=Org Local Configuration page
To mark the customer as a WFA only customer 7
BizX Home Page Configuration
Set up the BizX Home Page for the customer

3. Step 1: BizX PROD instance creation

4. Step 1: BizX PROD instance creation
A BizX instance needs to be created for the customer.
These customers will be treated as if they were BizX customers and undergo an abridged implementation process that gives them access to PROD BizX instance only. No TEST instance should be needed.
Depending on which WFA data centre the customer’s instance is hosted in, this will impact which BizX data centre the BizX PROD instance is created in. Refer to the table below for the appropriate locations.
Region
Customer is currently located in the below legacy WFA Data Centre
Create a BizX instance for this customer in the below BizX Data Centre NA
Delaware
Arizona (DC4 – Standard)
EMEA
Telecity
EMEA (DC5 – Standard)
APAC
Macquarie Telecom
TBD

5. Step 2: BizX Single Sign On Configuration

6. Step 2: BizX External Single Sign On (SSO) config
A customer may wish to implement Single Sign On (SSO) to access BizX as part of this implementation
Check with the Regional Sales Manager (RSM) supporting this customer to see if any costs would be incurred. Typically SFSF does not charge for SSO implementations and it is implemented by the PS technical team. However its best to check first.
Configuration specifications sent to the customer are stored on SF Sharepoint:
External BizX SSO is configured in Provisioning

7. Step 3: BizX Instance Configuration….
Step 3: BizX Instance Configuration

8. Provisioning > Company Settings: BizX-WFA SSO
See to complete this section.
See confluence guide
See confluence guide
See confluence guide
* Leave all other fields & tick boxes empty! (unless already enabled for Home Page Tile integration) (legacy fields will eventually be removed from Provisioning)

9. BizX Functionality The customer will need the following functionality
V12 User Interface (UI)
Home Page framework
Access to the Analytics option in the Module Picker and if they are a Workforce Planning customer access to the Planning option in the Module Picker.
Youcalc Dashboards 2.0 to support the home page Analytics tiles
The customer may wish to have access to the People Insights component of the BizX Mobile application but they will have to have Jam as well to be able to use the mobile application.
Other than the above disable or turn off all other BizX modules/functionality.

10. BizX Provisioning > Company Settings: Other
V12 UI is required RBP is beneficial for streamlining Admin tasks Manager Support Access is required for Partner SSO access from SF Create Admin from Provisioning to access BizX site

11. Step 4: BizX User Account Creation and Configuration

12. WFA/P-BizX User Account Integration Summary
For every WFA user that the customer wants to be able to access BizX, a corresponding user account needs to be created on the BizX side
A second important step is that the BizX user account needs to be linked to the pre-existing WFA user account.
To do the above the following steps will need to be completed:
From WFA export the list of accounts of users who the customer wants to give access to login via BizX. Use the Excel Export feature in User Maintenance.
Include all the columns that will be needed to create an appropriate user account in the BizX application
Use this information to format a BizX user load file that can be used to create accounts in the BizX application.
Load the accounts into BizX.
For each user that now has a BizX user account, this account will have to be linked to the pre- existing WFA user account.
To link you will need the BizX Company Identifier and the UserSysId.
In the WFA application a bulk load will have to be run to update every user in WFA with the appropriate BizX Company Identifier and UserSysId. See step 5 (WFA User Updates)
After this has been done the BizX and WFA user accounts will be linked which means that no new accounts will be created when a user access WFA from BizX.

13. BizX Instance Admin Access
Creating an Admin account in Provisioning will allow initial access to BizX instance Note: External BizX SSO must not be turned on yet
Under Legacy permissions framework, the Admin user should have all the needed Admin privileges by default. In addition, user permission can be manages in the Administrative Privileges link of Admin Tools.
Under Role-Based Permissions framework, the Admin must set up three permissions in Admin Tools (note, to see the changes in the site, the browser needs to be cached after each of the steps below):
Add yourself to the RBP Admin Group under Manage Role-Based Permission Access
Create a Permission Group WFA Users
Note: Assuming that this process is for WFA-only customers, set All Active Users to be assigned to the group
Create a Permission Role WFA User, assign the role access to WFA module:
Reports Permission > Inform Reports

14. Creating BizX accounts
BizX Admin Login  BizX Admin Tools  Import Employees (Export Employees)
Using the User Data Import Template csv file:
Fields A to I: Are most commonly set to re required in the BizX Data Model and need to be included in the import file
Note: Upload as .csv file type as .xls will produce error

15. “Inform Reports” gives BizX users access to WFA/WFP Product
Legacy Permission Framework: Admin Tools > Dashboard/ List View / Spotlight View / Report Permission Find User > Enable the Inform Reports option for the appropriate user. Role Based Permission Framework: Admin Tools > Manage Permission Roles > Choose the role that the user is in > click the Permission button (under Permission Settings) Find User/Role > Enable the Inform Reports option for the appropriate user/role.
This enables the “Analytics” sub tab in SFSF
If you do not see Inform Reports setting option, then Provisioning has not been set up correctly.

16. Step 5: WFA User Updates

17. WFA/P Instance Admin Access
Given this guide describes how to enable access via BizX for WFA/P only customers then more than likely the PS person configuring this for the customer will already have a WFA/P admin account.
If not then admin access to WFA/P needs to be approved before it can be granted. Contact the regional PS lead for WFA/WFP for approval.

18. WFA Bulk Upload to link accounts
WFA Admin  SuccessFactors Admin  Bulk User Upload
Using the Bulk User Load Template excel file:
Columns A to F: Enter in the details of the users that already exist in WFA
Column O: insert SFSF details obtained from the Employee/User Export feature in BizX Admin Tools
WFA User Maintenance Info
SFSF Employee Export
BizX Company ID is found in Provisioning
under Company Settings
Note: Upload as .xls file type as .xlsx will produce error: “The uploaded file was of an incorrect file type 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'. The file must be a Microsoft Excel spreadsheet. Please try again.”

19. Step 6: WFA Instance Configuration

20. Org Local Configuration Updates
WFA Customer Org Id  Admin  SuccessFactors Admin  Org Local Config Admin
Ensure the “Inform Only Customer” checkbox is ticked on the Org Local Configuration Admin page. This will prevent the deep links from WFA to BizX from appearing. Also leave the “Default Auto Create User Role” blank to prevent automated creation of user accounts in WFA.

21. Step 7: BizX Home Page Configuration

22. Home Page - Conceptualisation

23. End User Experience
A requirement is that WFA only customers must use the new Home Page framework as this framework supports an approach whereby all BizX specific objects may be removed from the Home Page.
The Home Page framework also supports WFA analytical tiles
There are two options for an end user experience for WFA only customers. Once logged into BizX, WFA users could:
bypass the BizX Home page altogether and be directed straight to their default portal page associated with their role in WFA. So the first thing the user sees after logging in via BizX is their standard WFA default portal page. These users would be configured to select the “Analytics” tab as their default page on login. See following slide.
default to the BizX Home Page and the Home Page contains only navigation elements, tiles and content specific to WFA (e.g. Headlines, Youcalc/WFA analytics tiles, Quick Links). From here these users could access WFA in one of the following ways:
via the Analytics/Planning TAB in the module picker
by clicking on a Headline tile
by clicking on a measure name link in a Youcalc/WFA analytics tile
By clicking on a link in the quick links tile.

24. Bypassing the BizX Home Page
For users who wish to bypass the BizX Home Page they can choose Analytics as their Start Page.
When they login they will be automatically logged in WFA and will not see the BizX Home Page.

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

26. BizX Home Page configuration – Available Tiles
On the “Available” tab place all the tiles that you want users to be able to add to the Home Page via the “Tile Browser”

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

28. Youcalc/WFA Analytics Tiles
To configure these tiles refer to the product guide in Confluence. +Youcalc+Dashboards

29. Headlines Tile
To configure this tile contact Analytics Product Management.

30. Quick Links Tile
To configure this tile use Manage V12 Home Page in SFSF Admin. All URLs configured in this tile are set up by a Home Page admin and cannot be changed by the end user. So it is important to chose links that are available to the majority of users.
These are links to 2 reports and require the “book identifier” to be encoded into the URL. Only use these types of links if there are a few targeted reports that are made available to the majority of users
These are links to 3 tools . Only use these types of links if there are a few targeted tools that are accessibly by the majority of users

31. Quick Links Tile – Links to WFA Reports
To set up a quick link to a WFA report use the following format for the URL:
identifier>&pageNo=<report page number>
Replace salesdemo4.successfactors.com with the appropriate BizX application environment
Replace <report identifier> with the “BookId” from the URL in WFA. See following slide for an example.
Replace <report page number> with the page of the report you want to show.
So if we were to try to link to the report on the next slide the URL would be
To access page 1 of the report either of the below are valid:
&pageNo=1
To access page 2 of the report:
&pageNo=2

32. Quick Links Tile – Links to WFA Reports

33. Quick Links Tile – Links to WFA Measures
To set up a quick link to a WFA Measure Template Page use the following format for the URL:
identifier>
Replace salesdemo4.successfactors.com with the appropriate BizX application environment
Replace <measure identifier> with the WFA Measure Identifier. Note this is not the descriptive measure name . It is the internal measure identifier. You can determine this by looking at the Measure Override administration tool in WFA. See following slide for an example.
So if we were to try to link to the measure on the next slide the URL would be

34. Quick Links Tile – Links to WFA Measures

35. Quick Links Tile – Links to WFA Tools
To set up a quick link to a WFA Tool use the following format for the URL:
Replace salesdemo4.successfactors.com with the appropriate BizX application environment
Replace <tool> with the appropriate whitelisted location in WFA. You can determine these locations by looking at the Dynamic Token Link Admin in administration tools in WFA. See following slide for an example.
So if we were to try to link to the Target Setting tool on the next slide the URL would be the below. Look in the Mnemonic column to determine what the tool name should be:

36. Quick Links Tile – Links to WFA Tools

37. Known Limitations

38. Known Limitations
It is not currently possible to turn off “Notifications” under “Options”. A Platform enhancement Jira has been raised for this this request (
It is not currently possible to turn off “Forms” under “Options”. A Platform enhancement Jira has been raised for this this request (
The “Reporting” link remains visible for users even though no BizX permissions are enabled supporting Reporting features ( )
See following screen shots.

39. Limitation: “Notifications” under “Options”

40. Limitation: “Forms” under “Options”.

41. Limitation: The “Reporting” link remains visible