Home

Managing Content with ANCILE uPerform

1. eessssuuu 211 Introduction to Author Fermplatess stes gs pi estan tana sius bacon isle atis petites 212 Managing Author Templdles i secco o eet rr tru Ie ROM ASPEN VAUe Sal Que TRU US Rp REY ONU Y eR RUP NS ETRA ge RE 214 Create and Open a New Author Template esses eene nennen enne 2 4 Specifying New Template Settings General csc ose tesi cenae tio eus aeuo echten eene es eee Pea duee as een 216 Specifying New Template Settings Properties score Ore oa oae Rhe Eod e RE NUT Sd e eue 224 Specifying New Template Settings Phrases esseeeseesseeeeeeeeeee enne enne 228 Specifying New Template Settings Publications eee 230 Specifying New Template Settings Styles costos ste Go etg SPD die tote ane fede dungen due ies 266 Specifying New Template Settings Blocks sees 273 Specifying New Template Settings Sections eese eene 2776 Export and Import an Author Template 4 ait ti ore eter eter ttn eee 280 Delete an Author Templaten n ime en inde ode detta a Ea a Ea dpesta D AES 283 Table of Contents Chapter 12 Using Custom Skins and Modifying CSS Files 285 Introduction to Custom Skin Management reco seqedgaedoneavadseaededs Ure Roa etur de dpes tese see e ted 286 Creatine SEIS aa ecient cakes teria qune eia Mo cqdtan detti det tian Seas Rue OAM QU 287 Managmg Custom Skins ecce e xen nn uae SEN
2. eese 93 Working with Translated Content uoo ai Aah i Onion eit eee 93 Viewing Translated COnDteHE i e du ee ee teda dut m oa tie utis 96 Receiving Notifications About Docuttients eiat esencia eoe atu e edge ste cedet ient ridus 98 Working with Related Content nite te e et t nete to er Are Re dose ELE Pe ERU i e sU iR IS 98 Ust e Vetrstoh History n esie onc eee bec Ieen potete cuore cc e eden EEA IEE 101 Retention Perio m 103 Transaction Change Notifications sse cese taseactessaseezasecoadeasponacdeteaceeuassacuatesdenadsassavcanateeess 105 Manageme the Recycle BI eco t ac evi n eo a a oered sn 108 Chapter 6 Working With the Website 111 Introduction to the Website M M mc 112 Building the Website via Context Assignment eese nennen nen 113 Using Website Folders for Context Assignment sese enne 113 Assigning a Website Context to Document Library Content eese 115 Building the Website via Dynamic Website Folders eee 119 Working with Dynamic Website Folders eu eade pedet ad eni eiit deese 119 Browsme the Websitesine a a eroe it oda e dena en tedesca ded oq ee 126 Publishing Content for Display on the Website eeeseeeeeeeeeeenen nen 127 Publishing ConfreurduoD s c eet oi ccd oh otio Get des uae bad bonis dieti utis 127 subser bine to Publish E
3. eee 333 Preparing to Execute the Migration cues oderat nra a ae abd tesa oae de Cuin cease oie 334 Migration Prerequisites and Recommendations eene 334 Activities During Web Architect Processing 5er itae ee ape e ety eet es Ru LU de ous 335 Activities During Glossary Processing ssecseccesscesseneeceeseecenteeceneedcerseccenseesonteccenseces 335 Activities During Document Check In Processing s eessesesesseseesrssreeressesererrersereresreeseeseese 336 Activities During Template Processi ace e ode ete otuae ta edges taces tee ue pae uiis 337 Activities During Document Transformation Processing esee 337 Executing a Migration RUIN oe ennn aee hs tad Lat bas dest de TESA 339 Reviewing the Migration Results 5t e Dt pple M eqoqele pac D plipdaur tutt eiu pat odds 352 Using the Info Pak Properties Specified in the uPerform Project ssssss 353 Executme the Transformialloh sao oet cesi aie Toute toan Legit lee ostii ades eS 355 Reviewing and Editing Transformed Documents and Simulations sssss 360 Reviewing and Editing Transformations eese nennen nnne 360 Editing Transformed Into Pak Documents ie erede ptio edo oa Gade edes 361 Glossary OF Terms eee E E esp eta cece naaar EERE 363 o cR 367 Chapter 1 Introduction ANCILE uPerform provides authors and administrators with a robust
4. eee 30 Manually Creating and Updating User Accounts eese enne 3l Creating and Managing Users Via User Information Source sse 37 Working with User Information Sources eeseessseesesseessesressessresresstesresrersteseesereseesreseresreses 38 Working With User Information Source Filters eese 45 Managing uPerform Roles rad der dicet t eve un ure uide eie deti a abor darte ee 52 Creating and Updating Groups sesessseesssessessersseeesssetsstesseesseessseessstesseesstesseeesseessresseesseesseet 55 Table of Contents Chapter 5 Working With the Document Library 63 Introduction to the Document Library 5 nee depende ta det leg da pte tede qut tte ed 64 ccu AIMaulIm C 66 Working WIGHT CMP IAL MN rm 69 Specifying Project Settings 5 2 4 5 coho dete Bei ah oo ee 12 Populating the Document Library 2 lt coscnee daca Sica Ge eo ee cae 76 Import a Document Library Structure cun ioc ete o ntu eique itte T71 Browsing the Document Library eesessesseseeeseessesresseseresresstssresresstestestessteseeserssteseserestesseserssees 79 Managing the Document Library eue di eid 83 Mlanaping PoldersSaoa cece acct Bl aue sa Baha Ba E crisi ue Bae deed 83 Managing Documents 5 ue ciet e RU n SN Ene PLURES ea RECS in toe gocads ER Rae Ve Urea va rei 84 Managing Translations and Related Content
5. 202 ANCILE Solutions Inc Chapter 10 Using Reports 3 Click Save Report As in the left menu Save Report Copy of Document Tracking Report As This vizard vill allow you to create a custom report which can be run against this uPerform server Please enter a name and description for this report Report Name Copy of Document Tracking Report Description Displays a detailed report of the documents assigned to a project Template None Search all templates 4 Complete the following fields Report Name Enter a unique name for the report Enter an optional description for the report Template Optionally select the template associated with the report from the drop down list This gives you the ability to create filters using template properties Search all templates Select this option to determine if you want to search properties for all templates Deselect this option to specify that you want the search performed only on the template selected in the Template drop down list 5 Click Next Save Report Copy of Document Tracking Report As Please select the columns you want in the report Available Columns Selected Columns Al Project Dangle name a GUID Document Type Logical Object Identifier LOID File Name File Name Owner File Size workflow Status Document Type Version Name URL Version Number Language Modified Date Transaction Code Document Library Context Translation Enabled
6. Add Multiple Languages Enable multi language support to set a name and description of the folder for any of the supported languages This language specific name and description will display based on the language preference set in the user s account Click Add Multiple Languages Select a default language from the drop down list This language will be displayed if the user s language is not available Click Enable Q From this screen you can also disable multiple language support 7 Click Save Deleting a Folder 1 Click 393 in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Select the desired folder 5 Click Delete Folder on the left menu A Deleting a folder will move both the folder and its contents to the recycle bin For detailed information on managing the recycle bin refer to Managing the Recycle Bin on page 108 6 Click OK at the confirmation prompt Managing Documents The server workspace provides access to several document functions adding a managed document adding a web document updating document properties changing the document owner and deleting a document A ANCILE uPerform documents are added to the server via the editor workspace You cannot add uPerform documents to the server via the server workspace 84 ANCILE Solutions Inc Chapter 5 Working With the Document Library A managed document can be a non uPerform non Info Pak f
7. C System Profile Values Profile Option Name Site Applications Help Web Agent Application Responsibility 8 Paste the author setting URL into the Applications Web Help Agent profile setting User column for the author in Oracle E Business Q For more information on setting system profile values refer to the Oracle E Business documentation 9 Save the author settings ANCILE Solutions Inc 303 Chapter 13 Setting Up Online Help Modifying Oracle E Business End User Accounts for Use with Context Sensitive Help 9 You must modify all existing user accounts to enable context sensitive help An Oracle E Business administrator creates end user accounts based on the needs of the company While there are several options for defining system profile values for existing users this procedure demonstrates defining a system profile value for an individual user 1 Log into Oracle E Business as a system administrator 2 Define system profile values for the user Q Refer to the Oracle E Businessdocumentation for information about the System Profile Values Site Application Responsibility and User and to choose which system profile value is most appropriate for your end user community Fire Syztom Po l gt aluoc Display Site Application Besponsibility Server B Organization V User CHAD V Profiles with No Values Profile Applications Help Web Agent Find Clear 3 In uPerfo
8. General Properties Phrases Publications Styles Blocks Sections Ready 5 Perform one of the following options If You Want To Select or deselect one or more checkboxes in the Enabled column Select Check All 6 Select Manage All Styles from the task pane 7 Click on the drop down list below Action Note Style 8 Select one of the following styles from the task pane Field Description Default Course Content Title The style to be used for the text displayed in the Text content title area of a course Default Course Drag Drop The style to be used for the text displayed for drag Text and drop in a course Default Course Page Title The style to be used for the text displayed as the Text page title in a course Default Course Popup Text The style to be used for the text displayed as a popup in a course ANCILE Solutions Inc 267 Chapter 11 Using Author Templates Field Description Default Course Questions The style to be used for the text displayed as Text assessment questions in a course Default Course Text The style to be used for the course text Default Course Title Text The style to be used for the text displayed as the course title displays at the top of a document Example Phrase The style to be used for the example phrase text Generic Table Text The style to be used for generic table text Guided Help User Interface The style to be used for the text displayed in a guided hel
9. Introduction to the Document Library Each uPerform server contains one or more projects These projects contain a logical collection of content called the document library uPerform uses the document library to provide access to content for your authors The website structure associated with each project provides end users with access to content on the website For information on creating a website hierarchy refer to Working With the Website on page 111 Administrator functions in the document library include M Oo a a n a l Create projects folders and subfolders Create a workflow Add assign and update templates Relate documents Move content Assign group filters Set default translations Import a document library structure Add custom template reports to managed and web documents Author functions in the document library include g ES 0 D Add managed and web documents Add a web document Add a message to a discussion View user discussion comments View document properties including version history View usage statistics for a document Participate in a workflow 64 ANCILE Solutions Inc Chapter 5 Working With the Document Library C Create an ad hoc workflow O Assign a website context to a folder and content ANCILE Solutions Inc 65 Chapter 5 Working With the Document Library Creating the Project The uPerform server can contain one or more
10. cat a e tina esk republika dansk D Deutsch Deutschland FAAnwika AAS English United Kingdom Y 6 Complete the following fields Field Description 1 Export Name Enter a name to describe the exported content Example My Export Source Language Select the source language for your terms and definitions from the drop down list Target Languages Select the language s you want to export and translate into or update 7 Click Save 8 Click View Details to download the file TranslationExport date time txt Viewing and Deleting Exported Glossaries and Translations 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administration area 4 Click Export on the left menu LJ Glossary Export Actions Export Name Type Date Started Status ExportTranslations Translations 9 15 08 10 47 AM ANCILE Solutions Inc 195 Chapter 9 Working with the Glossary 5 Perform one of the following options If You Want To View the exported glossary or Click Details translation details Delete an exported glossary or Click Delete translation Q You can only delete an exported glossary or translation once the export process is complete 196 ANCILE Solutions Inc Chapter 10 Using Reports To track your pr
11. 22 ANCILE Solutions Inc Chapter 3 Exploring the Server Workspace Administration Select this option to maintain system configuration settings configure publishing and glossary settings customize the website and maintain users roles and groups For more information on system configuration settings and website maintenance refer to the ANCILE uPerform Administration manual For more information on server publishing refer to Publishing Content from the Server on page 129 For more information on users and groups refer to Managing Users Roles and Groups on page 29 Glossary Select this option to view the glossary For more information refer to Working with the Glossary on page 165 Workflow Select this option to display links for creating and managing workflows For more information refer to Using Workflow on page 143 Recycle Bin Select this option to manage the recycle bin of deleted content There is one Recycle Bin per project For more information refer to Managing the Recycle Bin on page 108 Reports Select this option to generate document tracking workflow workflow status and custom reports For more information refer to Using Reports on page 197 Help Select this option to view or configure help documents available for uPerform For more information refer to Accessing Help for the Server on page 15 About Select this option to view version details and third party information on the uPerf
12. 3 Click Bulk Style Change from the task pane D ewe es 1 i LI Sereni Pro Sections Randy fies Pei Pub B 4 Select a style from the list 5 Click Load Style to view the current style settings for the item selected 6 Using the Ctrl or Shift key select one or more styles for which you want to apply a bulk change 7 Complete the following fields Field Description Select the checkbox next to Font to specify a font Font Color Select the checkbox next to Font Color to specify a font color Select the checkbox next to Size to specify a font size Bold Select the checkbox next to Bold and select Yes or No to specify a bold font Underline Select the checkbox next to Underline and select Yes or No to specify an underline font Italic Select the checkbox next to Italic and select Yes or No to specify an italic font Strikethrough Select the checkbox next to Strikethrough and select Yes or No to specify a strikethrough font 8 Click Apply 9 Select FILE gt SAVE to save the template 272 ANCILE Solutions Inc Chapter 11 Using Author Templates Specifying New Template Settings Blocks Specifying Blocks 1 From the editor open the new template 2 Click Blocks on the status bar Manage All Blocks Default Recorder Step Step Name Type Configuration Information Activity Freetext Course Footer ASAP BPP Freetex
13. 5 Click Assign Content Assign Contents to Payroll BI Document Library Expand Al SB human Resources Current Contents 6 Perform one of the following options If You Want To Expand all items in the tree view Click Expand All Collapse all items in the tree view Click Collapse All 7 Click to the left of the folder name to navigate to the desired content 8 Perform one of the following options if You Want To Add one or more documents Select the checkbox to the left of one or more documents Add one or more folders Select the checkbox next to one or more folders Click Save d 118 ANCILE Solutions Inc Chapter 6 Working With the Website Building the Website via Dynamic Website Folders The dynamic website folder functionality automatically populates your website using template properties stored within the content By planning your hierarchy and assigning values to stored properties within your template you can automatically build and manage a multi dimensional website For more information on properties refer to Specifying New Template Settings Properties on page 224 Dynamic website folders are updated when you add or remove documents and then republish Document types include uPerform documents as well as managed and web documents You can also alter the properties specified within a dynamic website folder to add or remove content from the folder
14. Chapter 11 Using Author Templates Delete an Author Template A Create a backup of the template file prior to deleting the template Any existing documents created with the deleted template cannot be opened after the template is deleted Deleting an Author Template 1 Select FILE gt MANAGE LOCAL TEMPLATES 2 Select the template you want to delete 3 Click Remove 4 Click OK ANCILE Solutions Inc 283 Chapter 12 Using Custom Skins and Modifying CSS Files ANCILE uPerform allows you to manage custom skins for courses simulations and guided help publications You can deploy custom skins with the uPerform client or server to allow multiple authors the ability to share and use the custom skins uPerform allows you to modify CSS files to incorporate your corporate standards and preferences 285 Chapter 12 Using Custom Skins and Modifying CSS Files Introduction to Custom Skin Management Custom skin management simplifies the deployment of custom skins to multiple authors from the uPerform client and server Custom skins associated with courses simulations and guided help can be imported from a local computer to uPerform exported from uPerform to a local computer and checked in to the server Only System and Project Administrators can check in custom skins 286 ANCILE Solutions Inc Chapter 12 Using Custom Skins and Modifying CSS Files Creating Skins Creating Skins If you do n
15. 3 Selected Course under Default Publication Settings in the task pane ANCILE Solutions Inc 261 Chapter 11 Using Author Templates 4 Select Mobile Device Publication Settings from the drop down list File Edit View Format Tools Help Debug GPM O DAE COO 4 FHR N2 2552959e 5 9 95m in nam Quick Reference Flow Quick Reference Step Simulation Student Guide Test Document Test Script Work Instruction Default Publication Settings Document Simulation LARA s Un M eneral Properties Phrases Publications Styles Blocks Sections Ready Connected 5 Perform one of the following options If You Want To Add a new operating Click Add system browser configuration Enter an operating system in the Operating System field Enter the Browser type in the Browser field Click OK Modify an existing operating Select an operating system browser combination system browser configuration Select Modify Change operating system browser setting as desired Click OK Delete an existing operating Select an operating system browser combination system browser configuration Select Delete Click Yes Q The Operating System and Browser pairs are detected during launch At this time there are no custom settings for each mobile device 6 Select FILE SAVE to save the template 262 ANCILE Solutions Inc Chapter 11 Using Aut
16. Chapier 4 Managing Users Roles and Groups Field Description Security Connection Field Mapping Enable Automatic Synchronization Send Account Created Notifications 10 Click OK Select the Simple or Anonymous radio button If you choose simple enter the user name and password of the user to use to connect to the directory server User ID Enter the property name from the directory server Unique Identifier Enter the property name from the directory server Email Address Enter the property name from the directory server First Name Enter the property name from the directory server Last Name Enter the property name from the directory server This option allows you to automatically synchronize filters created for this user source This will allow you to quickly synchronize from a specific user source when a new file is uploaded file is updated on the web changes are made to the directory server or changes are made to the field mapping It is recommended that you leave this option disabled until you are ready to synchronize user accounts For more information on automatic synchronization refer to Schedule Automated Tasks in the companion manual ANCILE uPerform Administration This option enables the uPerform server to send an email to a user the first time the account is synchronized Q ANCILE recommends enabling this option when using XML files as the user source to ensure y
17. Context sensitive help allows you to provide end users with quick and convenient access to help via an online performance support system End users request help from ANCILE uPerform via a direct link in the SAP CRM Web Client application Configuring SAP CRM Web Client to Send a Help Request to the uPerform Server Q The SAP system administrator must configure SAP CRM Web Client to send help requests to the uPerform server This configuration is specified by adding variants to the PlainHtmlHttp tab of the SR13 transaction code 1 Log into SAP CRM via the SAP GUI 2 Enter the transaction code SR13 F Table View Edit Goto Selection Criteria Utilities M System Help 7 a a2Hieee 230g bianssigJag oem Change View Administration Display of the SAP Library New Entries f ER e Ex 00m variant Platform Area Server Na Langua Default m gt ANCILE Solutions Inc 315 Chapter 13 Setting Up Online Help 3 On the DynamicHelp tab delete any existing entries 4 Click B 5 Select the PlainHtmlHttp tab Table View Edi
18. Password Enter the password for the user Password Confirmation Confirm the password User ID Enter the XPath string from the user element in the file to the user ID Unique Identifier Enter the XPath string from the user element in the file to the unique identifier This allows uPerform to update the user if it is changed in the directory server or file source Email Address Enter the XPath string from the user element in the file to the email address 40 ANCILE Solutions Inc Chapier 4 Managing Users Roles and Groups Field Description First Name Enter the XPath string from the user element in the file to the user s first name Last Name Enter the XPath string from the user element in the file to the user s last name Enable Automatic Synchronization This option allows you to automatically synchronize filters created for this user source This will allow you to quickly synchronize from a specific user source when a new file is uploaded file is updated on the web changes are made to the directory server or changes are made to the field mapping It is recommended that you leave this option disabled until you are ready to synchronize user accounts For more information on automatic synchronization refer to Schedule Automated Tasks in the companion manual ANCILE uPerform Administration Send Account Created Notifications This option enables the uPerform server to send an email to
19. Q This will open the binder for uPerform and Info Pak documents Click Assign Website Context on the left menu to display the website context Assign Website Context to HR Timesheets Removing a Context from Content or a Document Library Folder 1 2 Click amp sise in the uPerform server workspace Click on the project name Click Document Library Navigate to the document or folder from which the context should be removed and click on the document or folder name Click Assign Website Context on the left menu to display the first level of website folders you have created Click to the left of the folder name to navigate to the desired folder s Assign Website Context to HR Timesheets v e Website Expand Al v 89 Benefits 8 new Hires v 9 Payroll Current Contexts Website Benefits Website gt Payroll Website ANCILE Solutions Inc 117 Chapter 6 Working With the Website 7 Deselect the checkbox to the left of one or more folders to remove contexts in the website folder s 8 Click Save 9 Repeat Step 4 through Step 8 to remove additional context links from documents or folders in the document library Assigning Content to a Website Folder 1 Click sss in the uPerform server workspace 2 Click on the project name 3 Click Website 4 Navigate to the website folder for which you want to assign content
20. 3 Click Publish 4 Refresh the SRM screen displayed in the web browser Q You may need to clear your browser s cache or Temporary Internet Files 5 Inthe desired BSP application screen select the Help link to open a new window that displays the ID for the screen Including the SRM Screen ID in Documents ANCILE uPerform allows the author to populate properties within the document uPerform leverage these properties when building website navigation and quick launch pages while the uPerform server uses these properties to produce search results uPerform provides a Properties window for populating the Transaction Code s property within the document To map a uPerform document to a SRM screen via the Properties tab 1 2 3 Ensure that the Transaction Code s built in property is marked as visible in the uPerform template By default the display of all built in properties is disabled in the template Open the desired uPerform document associated with the template Select FILE PROPERTIES ANCILE Solutions Inc 313 Chapter 13 Setting Up Online Help 4 5 Click PROPERTIES on the left pane Select the Transaction Code s field Enter the iView portal page ID or the screen ID in the Transaction Code s field For multiple pages or IDs separate each with a comma Click OK Select FILE gt SAVE to save your uPerform document Viewing Help Content for an SRM Screen If the SHOW_ID property is s
21. Appendix A Incorporating Info Pak Content 9 Click Next Migration Wizard Template Update 49 Migration Step 4 Info Pak Configuration Information Specify the Info Pak configuration files to be used for document transformation Template Profile Project Settings 10 Click Browse and locate the Info Pak profile you want to use to update the template 11 Click Next 12 Complete the following Field Description Automatically Generate Exercise Select this option to automatically update the exercise Section section in the uPerform document after transformation Transform Procedure Section Select this option to transform the procedure section from your Info Pak document into a uPerform document This option determines if the procedure section in the new uPerform document should be populated A based on the Info Pak simulation or document If this option is disabled new uPerform documents will not contain any content in the procedure section Transform Procedure from Select this option to transform the procedure section from Simulation if available your Info Pak simulation Transform Procedure Section must be enabled to use this option To transform an Info Pak procedure section from A the simulation the Info Pak simulation must be in the same directory as the parent document and the file name must be the same Simulations stored in other directories will not be transformed with the parent docum
22. Chapter 8 Collaborating on Content 6 Click Author Discussion or Website Discussion 7 Select one of the following options to subscribe to the document If You Want To Add to your favorites located on the server home page Add yourself to the recipient list to receive copies of messages posted to the discussion Subscribe to the discussion to receive a notification when messages are posted Click Add To My Favorites To remove from your favorites click My Favorites on the Home page and then click Delete Click Add Me To Discussion Then click Add Me To Discussion again To remove yourself from the discussion click Remove Me From Discussion on the left menu Then click Remove Me From Discussion again Click Subscribe on the left menu Specify your desired personal page notification options Click OK To unsubscribe from the discussion click Unsubscribe on the left menu Then click OK ANCILE Solutions Inc 161 Chapter 8 Collaborating on Content Managing Discussions Administrators can delete messages within a discussion thread Deleting a Message in a Discussion 1 Go to the document cover page in the server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 2 Scroll down to the Author Discussion or Website Discussion area of the window 3 Click Author Discussion or Website Discussion 4 Click Remov
23. Selected Columns Description 4 a GUID Logical Object Identifier LOID File Name File Size Document Type URL Language Transaction Code Translation Enabled Deleted Context URL Document Library Context Website Contexts Project Locked Locker Previous next E cance ANCILE Solutions Inc 205 Chapter 10 Using Reports 5 Selecta field from the Available Columns listbox 6 Click the right arrow to move the field into the Selected Columns list box Q If you want to generate a report for usage statistics select Hit Count Hit Count Reset On and or Hit Count Reset By Custom template properties are noted with an asterisk For example Transaction Code s 7 Repeat Steps 5 and 6 to add additional fields to the report 8 Optionally click the left arrow to remove fields from the Selected Columns list 9 Click the up and down arrows to reorder fields in the Selected Columns list 10 Click Next New Report Please create the filter for this report Each filter condition added will narrow the scope of this report Add Filter Condition Field Name Condition Variable Document Content or Title Contains Any v Fixed Current Filter Field Name Condition Value 11 Select a field name from the Field Name drop down list 12 Select a condition from the following list Field Description Contains Any Contains any keyword Reports do not handle comma del
24. 127 connection 299 Oracle 299 SAP CRM 2007 298 315 content 26 deleting 89 subscribing 26 context assignment 113 adding 116 assigning 115 removing 117 viewing 117 context sensitive help Oracle 299 302 304 325 SAP CRM 2007 298 315 Siebel 8 318 conventions 4 conversion types 127 ANCILE Solutions Inc 367 Index Copying 202 Reports 202 creating 31 author template 214 custom report 205 discussions 158 dynamic website folder 119 groups 55 project 66 related content 99 tell others 163 user information source 37 38 41 45 47 users 31 workflow 145 Custom Reports 201 205 207 209 Create 205 Delete 209 Edit 207 customizing 141 website 141 D default publication settings 235 237 240 242 243 253 255 257 259 260 definition 167 168 adding 173 adding to an existing term 174 assigning context 174 deleting 178 editing 176 entering 168 formatting 177 suggesting 167 updating 167 deleting 35 content 89 custom report 209 definition 178 discussion 162 dynamic website folder 125 folders 84 group filter 61 project 74 template from local computer 283 term 177 user account 35 website folder 115 125 workflow 152 disabling 97 LMS 138 rich text in glossary 171 translated content 97 discussions 156 157 158 159 160 162 creating 158 deleting 162 managi
25. 130 view 130 131 hit count 64 81 90 I imported glossary 193 delete 195 view 193 Info Pak 353 360 properties in uPerform 353 transformed document 360 uploading data into uPerform 339 Info Pak properties in uPerform 353 installing 333 managing content 8 L language specific font 266 left menu 21 collapsing 24 expanding 24 options 22 list my alerts 26 my favorites 26 my projects 25 my review 25 LMS 135 adding 135 assigning project 137 disabling 138 enabling 138 LMS properties 136 unassigning project 138 LMS settings 242 257 M manage 29 83 93 108 managed documents 85 adding 85 enabling conversion types for managed documents 127 managing 13 discussions 162 document library 83 documents 84 folders 83 roles 52 suggestions 179 synonyms 181 your account 13 Migration Wizard 333 installing 333 migrating Info Pak documents 347 ANCILE Solutions Inc 369 Index migration run 339 executing 339 overview 330 reviewing results 352 uninstalling 333 modifying 53 136 end user 304 LMS properties 136 related content 99 roles 30 52 53 54 moving 91 documents 91 my alerts 26 my favorites 26 my projects 25 my review 25 my review list 149 N navigating 79 126 via document context 79 via website context 126 notifications 98 147 workflow 147 0 options
26. 200 ANCILE Solutions Inc Chapter 10 Using Reports Exporting Reports 1 Click Reports in the left menu 2 Choose from one of the following options If You Want To Export an assessment performance Click Assessment Performance Report and go reports to Step 5 Export a document tracking report Click Document Tracking Report Export a published content report Click Published Content Report Export a workflow status report Click Workflow Status Report Export a custom report Click on the name of the custom report B Report Document Tracking Report Report Properties Owner Administrator Administrator Last Modified 3 21 08 5 24 PM Selected Project Name Document Type File Name Ovmer Workflow Status Version Name Version Number Modified Columns Date Document Library Context Website Contexts Filter Project Is Project 3 Review the following fields Field Description Owner The user who generated the report Click on this link to obtain information about the user Last Modified If applicable the date of the last document modification Selected Columns The columns specified for report generation Limitations for what the report will return 4 Click View Report in the left menu View Document Tracking Report Generating reports can take a significant amount of time and can tax the system The amount of time it takes to generate a report is based on the number of documents
27. A dynamic website folder is identified by a to the left of the folder name in the author view Optionally you can populate your website via context assignment For more information refer to Building the Website via Context Assignment on page 113 Working with Dynamic Website Folders Creating a Dynamic Website Folder 1 Click siss in the uPerform server workspace 2 Click on the project name 3 Click Website 4 Navigate to the destination folder for the dynamic website folder 5 Click Add Dynamic Website Folder Create a New Dynamic Website Folder This wizard allows you to create a dynamic website folder that searches for documents based on specified filter conditions ANCILE Solutions Inc 119 Chapter 6 Working With the Website 6 Complete the following fields Description Enter a name for the dynamic website folder Enter amplifying information about the folder 7 Perform one of the following options i You Want To Add multiple languages Go to Step 8 Create the dynamic website folder with Go to Step 12 one language enabled 8 Click Add Multiple Languages Create a New Dynamic Website Folder This wizard allows you to create a dynamic website folder that searches for documents based on specified filter conditions Enabling multi language support allows authors to set a name and description for any of the supported languages This language specific name and description will display bas
28. Browsing the Document Library All uPerform content has an associated binder and a cover page The uPerform binder contains multiple translations if available of a uPerform document In the binder the administrator can set default translations assign group filters and edit related documents The actual content is filed in the Translations area of the binder The content hyperlinks within the Translations area will take you to the cover page that provides helpful information on document properties and status From the cover page the author can create a Workflow create and participate in discussions and access versions Assign Website Context Sales Timesheet uPerform Binder Managed Document Binder Properties Last Modified 6 29 11 11 43 AM Last Modified By Rebecca Jenshak Translations English United States en US Sales Timesheet uPerform Binder Default Group Assignments No group filters applied Document Library Context uPerform 4 40 0 13 gt Documen tation Test gt Document Library gt Sales Timesheet uPerform Binder gt Sales Timesheet uPerform Binder Related Documents No related document selected Via standard hyperlink navigation you can browse the document library and view the storage hierarchy and content objects Q You can also access the document library via the TOOLS LIBRARY REPOSITORY menu in the uPerform editor Navigating via the Document Library Context A Docume
29. Deleted Context Name Context OID Context URL Document Library Context Website Contexts Project Locked Locker Previous next cancel 6 Select a column from the Available Columns listbox Q Custom template properties are noted with an asterisk 7 Click the right arrow to move the field into the Selected Columns list box 8 Optionally click the left arrow to remove a field from the Selected Columns list ANCILE Solutions Inc 203 Chapter 10 Using Reports 9 Click the up and down arrows to reorder items in the Selected Columns list 10 Repeat Steps 6 through 9 to add additional fields to the report 11 Click Next Save Report Copy of Document Tracking Report As Please create the filter for this report Each filter condition added will narrow the scope of this report Add Filter Condition Field Name Condition Variable Document Content or Title Contains Any v Fixed Current Filter Field Name Condition Value Project Is Project t Delete 12 Select a field name from the Field Name drop down list 13 Select a condition from the following list Contains Any Contains any keyword Contains All Contains all of the keywords Does not contain Does not contain any of the keywords 14 Choose from the following options if You Want To Specify the field name as a variable Select the Variable radio button object when generating reports Specify the field name as
30. INTEGRATION CREDENTIALS in the uPerform server workspace 2 Click Add Credential 3 Complete the following fields Field Description Credential ID This is a unique user ID This user ID cannot be synchronized nor can this ID be used to log into the system as a user Must adhere to password strength requirements Password Confirmation Must match password 4 Click Save Editing Integration Credentials 1 Click ADMINISTRATION SERVER ADMINISTRATION INTEGRATION SETTINGS INTEGRATION CREDENTIALS in the uPerform server workspace 2 Select the credential to be changed 3 Click Edit Credential 4 Complete the following fields Field Description Credential ID This is a unique user ID This user ID cannot be synchronized nor can this ID be used to log into the system as a user Password Must adhere to password strength requirements Password Confirmation Must match password 5 Click Save Deleting Integration Credentials 1 Click ADMINISTRATION SERVER ADMINISTRATION INTEGRATION SETTINGS INTEGRATION CREDENTIALS in the uPerform server workspace 2 Select the credential to be changed 106 ANCILE Solutions Inc Chapter 5 Working With the Document Library 3 Click Delete Credential 4 Click OK ANCILE Solutions Inc 107 Chapter 5 Working With the Document Library Managing the Recycle Bin The uPerform recycle bin acts
31. Introduction to Incorporating Info Pak Content ANCILE uPerform includes a tool the Migration Wizard which allows you to migrate your Info Pak project to uPerform The Migration Wizard also allows you to link from your uPerform website to content created and published by Info Pak Finally the Migration Wizard includes functionality to allow you to transform Info Pak documents and simulations to uPerform documents A Your Info Pak Web Architect and Info Pak Glossary database information will be migrated to uPerform when you use the Migration Wizard You can choose to have your Info Pak documents remain outside of uPerform and edit and publish these documents using Info Pak Alternately you can transform your Info Pak documents to uPerform documents that can be edited and published using uPerform The Migration Wizard performs four major functions o Migrates the Info Pak Web Architect database content to uPerform creating your document library in uPerform The Migration Wizard creates placeholders to check in the Info Pak documents It also creates your website structure to match the website generated by Info Pak Migrates the Info Pak Glossary database content to uPerform populating your current terms and definitions in uPerform Authors can then enter all new terms and definitions into uPerform for use in the uPerform content Any terms and definitions that must also go into the Info Pak Glossary for use in Info Pak document
32. Start the SAP Reference IMG using the transaction code SPRO Q For more information on the SPRO transaction code refer to SAP note 1038204 9 Click Manage Worklist 10 Click SAP Reference IMG 11 Select KNOWLEDGE MANAGEMENT SETTINGS IN THE APPLICATION SYSTEM SEQUENCE OF ENHANCEMENTS IN CUSTOMER NAME SPACES 12 Double click on Sequence of Enhancements in customer Namespace 13 Select Execute 14 Restart the SAP CRM Web Application Server ANCILE Solutions Inc 317 Chapter 13 Setting Up Online Help Context Sensitive Help for Siebel 8 Context sensitive help allows you to provide end users with quick and convenient access to help via an online performance support system End users request help from the uPerform server via a direct link in Siebel 8 Obtaining the Siebel Custom Menu eScripts Download the Siebel Custom Menu eScripts from the ANCILE Product Support Center https ancile parature com The following scripts were authored by ANCILE for use by uPerform customers only These scripts contain JavaScript code that redirects Siebel s existing Help link to a help page created with uPerform O uPerform Service PreCanInvokeMethod Server txt uPerform ServicePreInvokeMethod Browser txt Creating a Custom Menu In Siebel 8 A ANCILE recommends creating a custom menu in the test environment and migrating the changes to the production environment after the changes have been compiled and tested Q
33. V Export Undefined Terms v Export Unused Terms Source Context E cy M icollaboration Project Oo u Acme ERP Project Selected Context No context has been selected soe cne 6 Complete the following fields Field Description Export Name Enter a name to describe the exported content Example My Export Source Language Select the source language for your terms and definitions from the drop down list Export Default Language Select the Export Default Language checkbox to export the default language for the Glossary if the source language does not exist Export Undefined Terms Select the Export Undefined Terms checkbox to export undefined terms Export Unused Terms Select the Export Unused Terms to export unused terms 7 Select the context to export definitions from in the Source Contents area 8 Click Save 9 Click View Details to download the file GlossaryExport date time txt Exporting Translations 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administration area 194 ANCILE Solutions Inc Chapter 9 Working with the Glossary 4 Click Export on the left menu 5 Click Export Translations on the left menu Export Translations Export Name Source Language English United States v Target Languages Select All
34. Web Architect Glossary are installed on this computer and the dala is set up properly for migration Content and Parent locations are accessible from the uPerform server A uPerform account is available A uPerform client template is available for the transformation process Interface Language About Close 2 Review the prerequisites and optionally specify the interface language ANCILE Solutions Inc 355 Appendix A Incorporating Info Pak Content 3 Click Next Migration Wizard J Migration Step 1 Migration Actions Specify the migration action you want to complete Migrate Info Pak content into a uPerform project Batch check in Info Pak documents Update a uPerform template for transforming Info Pak documents Transform Info Pak documents to uPerform documents pm TER 4 Select the Transform Info Pak documents to uPerform documents radio button 5 Click Next Migration Wizard Migration Migration Step 3 Connect to uPerform Server Specify a connection with the uPerform server uPerform server location hittps uPerform Username Password SSL Configuration Trust invalid SSL certificates Use Proxy Authentication Usemame Password juna Test Connection 6 Complete the following information Field Description uPerform server location Enter the URL of your uPerform server Username Enter the username fo
35. You can click on this hyperlinked number to review the list of terms processed Status Lists the success or failure of the globalization for the document Reason Lists the reason the globalization task was initiated for example Document Checked In 6 As necessary click Previous or Next to navigate through the history list 7 Optionally click View Different Date on the left menu to select an alternate globalization history date to review 186 ANCILE Solutions Inc Chapter 9 Working with the Glossary Subscribing to Glossary Events Glossary administrators can subscribe to be notified about various glossary activities Subscription notices can be delivered via the uPerform personal page or email message or via both methods Subscribing to a Glossary Event 1 Click Glossary on the left menu of the server workspace 2 Click Subscribe on the left menu 3 Select one or more of the following events to which you want to subscribe Field Description Globalization Complete A batch globalization task has completed New Term Added A new term has been manually added to the glossary or added as a result of globalization New Definition A new definition has been manually added to the glossary New Suggestion Added An author has suggested a new definition for a term 4 Select one or more of the following options Option E CORN DESCHPHER E Post notifications to my Select this option to rec
36. direct link in the PeopleSoft 9 application Creating the Custom Help Link in PeopleSoft 9 1 In the PeopleSoft application navigate to the PEOPLETOOLS gt WEB PROFILE gt WEB PROFILE CONFIGURATION page Click Search Click the Profile Name you specified during the PeopleSoft Pure Internet Architecture installation Change the value for the Help URL field to the URL from the connection profile you specified in Specifying a Connection with the uPerform Server Click Save ANCILE Solutions Inc 321 Chapter 13 Setting Up Online Help Configuring ANCILE Help Launchpad to Deliver Context Sensitive Help ANCILE Help Launchpad works in conjunction with the uPerform client and server to help you deliver content to end users through a direct link in the SAP Help system Configuring Help Launchpad to Provide Context Sensitive Help via the uPerform Server To configure Help Launchpad to provide context sensitive help using uPerform refer to the Help Launchpad for ANCILE uPerform user manual Please note that the following modifications must be made CJ Help Launchpad should be set to launch as Browser not controlled O The screen size location and stay on top functionalities are controlled by uPerform and will override the Help Launchpad defaults customizations 322 ANCILE Solutions Inc Chapter 13 Setting Up Online Help Configuring Generic Web Pages for Use with Context Sensitive Help C
37. en US Sale Default Spanish Spain es ES Sales ES Group Assignments No group filters applied Document Library Context RWD uPerform Workspace gt AcmeCorp Project gt Document Library gt Sales Division gt Sales Related Documents 6 Under Translations select the translation you want to enable or disable 7 Perform one of the following If You Want To Enable a translation for display onthe Click Enable Translation in the left menu end user website Disable a translation for display on the Click Disable Translation in the left menu end user website You cannot disable the default translation 8 Click OK Receiving Notifications About Documents When you check a translated document into the server you are automatically subscribed to the translation When changes are made to the original document from which the translation was made you will receive a notification via email and a posting on your personal page Working with Related Content Related content is uPerform content that is associated with other uPerform content within the same project on the server Related content is used in conjunction with group based filtering Related content does not share properties with other content but rather allows you to identify content with similar characteristics for display on your end user website The act of relating content is performed from a binder 98 ANCILE Solutions Inc Chapter 5 Working
38. placeholders will be populated during document check in The placeholder includes the Info Pak GUID filename document title document type and version A Web Architect HTX sets and the information contained within the sets is not migrated to uPerform Refer to the companion manual ANCILE uPerform Administration for more information on customizing your uPerform server environment Activities During Glossary Processing During migration of Info Pak Glossary data the Migration Wizard gathers information about the Glossary base definition for terms and applies this definition at the project level to apply to only the project selected at the beginning of migration The Glossary can be migrated without mapping properties to a context folder within the document library but the Info Pak base definition will become the uPerform project definition and the Info Pak key property based definitions will become uPerform suggestions Multiple migrations to one project are only permitted for the document check in activity You cannot migrate Web Architect and Glossary data into the same project more than once A After migration the Info Pak and uPerform glossaries do not remain synchronized The migrated data will be applied to uPerform documents only Info Pak documents only use the Info Pak Glossary and the Info Pak Glossary must be maintained separately if updates to it are required Q After migration a glossary log is stored in the follo
39. your email notification via email message address Specify one of the following email notification types daily weekly or immediately after an event If you select the Immediate radio button specify a notification type Click OK 134 ANCILE Solutions Inc Chapter 6 Working With the Website Publishing Courses to an LMS Courses with assessment sections can be tracked using a Learning Management System LMS When you publish to an LMS uPerform leverages the Package Exchange Notification Services PENS standard to support the transfer of published content to the LMS Tracking functionality includes the collection receipt and update notifications which display in the LMS Transactions area on the content cover page You must be a system administrator project administrator or publishing administrator to add enable or disable an LMS instance within the uPerform server Adding a New LMS Q If you plan to publish courses to the ANCILE uLearn LMS ensure that anonymous access is enabled for the project For more information refer to Specifying Project Settings on page 72 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click LMS Settings in the Server Administration area 4 Click New LMS on the left menu New LMS Description URL URL Encoding ute Y Authentication Required Yes z lt dE Active Serv
40. 173 176 deleting 177 updating 176 terms and definitions 173 top banner 19 transformation 355 executing 355 Info Pak 355 359 transformation editing 360 transformation functionality 331 ANCILE Solutions Inc 371 Index transforming documents 355 359 translated content 97 disabling 97 enabling 97 translations 93 94 96 97 98 192 checking in 94 create 94 setting default 97 viewing 96 viewing from editor 96 viewing from server 96 U unassigning 138 project to LMS 138 uninstalling 333 Migration Wizard 333 updating 34 definition 167 168 folders 83 groups 55 terms 176 user account 34 website folders 114 workflow 148 uPerform 2 5 applications 2 overview 2 uPerform document 296 recording 296 user 32 33 34 35 assigning to project 32 creating 31 finding 33 user account 31 adding 31 deleting 35 recovering 35 requesting 11 36 updating 34 user information source 37 38 41 45 47 adding 38 45 create 37 editing 41 45 user manual 4 conventions 4 users roles and groups 30 user information source 37 38 41 45 47 V verisioning 70 version 69 rollback 101 templates 69 version history 101 overview 101 viewing from server 101 view 80 193 195 199 imported glossary 193 viewing term summary 189 viewing term usage 188 viewing undefined terms 189 viewing
41. 22 left menu 22 Oracle 299 connection 299 create a template 294 end user 304 help 325 P password 11 retrieving 11 PENS 135 PeopleSoft 321 personal page 24 populating 76 document library 76 preparing 360 product information 15 product support center 15 accessing from server 15 projects 66 anonymous access 72 creating 66 deleting 74 editing 67 overview 66 72 properties 224 built in 224 custom 225 publish 134 135 content from the server 129 courses to LMS e 135 publish queue 129 130 adding document 129 history 130 view 130 131 publishing role 53 assigning user 53 R receiving notifications 147 author 147 reviewer 147 recording uPerform document 296 recovering 35 user account 35 rejecting 180 suggestions 180 rejecting documents 150 related content 99 100 create 99 modify 99 removing relationship 100 removing 117 181 context 117 synonym 181 replying 159 discussions 159 reports 188 197 199 201 202 205 207 209 Export 201 View Custom 199 republishing 132 requesting 11 end user account 11 user account 36 retrieving 11 password 11 reviewer 147 370 ANCILE Solutions Inc Index receiving notifications 147 rich text 171 disabling in glossary 171 enabling in glossary 171 roles 30 52 53 54 assigning user 53 findin
42. 339 Appendix A Incorporating Info Pak Content 5 Click Next Migration Wizard J Migration Step 1 Migration Actions Specify the migration action you want to complete Migrate Info Pak content into a uPerform project Batch check in Info Pak documents Update a uPerform template for transforming Info Pak documents Transform Info Pak documents to uPerform documents 6 Select one of the following options If You Want To Execute a migration run for the first Select the Migrate Info Pak content into a time uPerform project radio button Run a previous migration on a blank Select the Migrate Info Pak Content into a project Uperform project radio button Batch check in Info Pak documents Select the Batch check in Info Pak documents radio button Update a uPerform template for trans Select the Update a uPerform template for formation transforming Info Pak documents radio but ton and refer to Updating a Template for Use with Transformation on page 348 Transform Info Pak documents to Select the Transform Info Pak documents to uPerform documents uPerform documents radio button and refer to Executing the Transformation on page 355 7T Click Next Migration Wizard Migration y Migration Step 2 Create Migration File By creating a migration file you can store the migration otpions as a baseline for any future migrations Either select a saved migration as a baseline or select new to
43. 4 Choose from the following options Field Description Course Preview Select an option from the drop down list to display which style course you want to preview Q You can create an option by duplicating and modifying the Course publication type as described in Duplicating Deleting and Moving Publication Types on page 232 Simulation Preview Select an option from the drop down list to display which style simulation you want to preview Q You can create an option by duplicating and modifying the Simulation publication type as described in Duplicating Deleting and Moving Publication Types on page 232 5 Select a publication type from the Manage All Publications list in the task pane 6 Click Select Phrase 7T Perform one of the following options if You Want To Add a custom phrase Click Add Select a language from the left Enter the text in the Content area Click OK Select a phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 8 Perform one of the following options If You Want To Add a section Click Add Select a section from the list Click OK Remove a section Click Remove At the prompt click Yes Move the section earlier in the list Click Move Up one or more times as needed ANCILE Solutions Inc 231 Chapter 11 Using Author Templ
44. ADMINISTRATOR E Manage i Content Administration i Browser Hierarchy H Email i f Workflow i Review amp i amp 2 Suggest i Collab i Glossa al Terms i Engine User MESS Definitions e Accounts j eb eS S torta QS o Ce Sen MJ S y Search 7 Personal i Home Page Check in out amp amp Commence BR wt Search Workflow Receive Alert Review amp Call Help Messages Suggest Glossary Terms Receive uPerform Notifications END USER Receive uPerform Browser Notifications amp Email Workflow Email uPerform Authoring Interface ANCILE Solutions Inc Chapter 2 Getting Started Accessing the Server Workspace The system administrator typically provides authors and project administrators with an account and access rights to the server For detailed instructions on creating users refer to Managing Users Roles and Groups on page 29 Logging Into the Server 1 Enter your uPerform server URL in your web browser Address field to display the Welcome window A If you are using Windows Authentication Single Sign On SSO you must enable uPerform as a trusted site in your web browser via the browser security options menu in order to display the uPerform website 2 Perform one of the following options If You Want To Explore the server workspace Refer to Exploring the Server Workspace on page 17 via a single sign on SSO connection 3 Click Log In to t
45. Appendix A Incorporating Info Pak Content Executing the Transformation The Migration Wizard is available from the Microsoft Windows Start menu The Migration Wizard interface is available in all languages supported by uPerform The Migration Wizard will gather information at each step for use in future steps but no transformation activities will occur until the Wizard is completed Q If you are using multiple Info Pak project settings files it is recommended that you create and specify a unique uPerform template for each transformation run If you have created custom sections for use in your Info Pak documents you must also create these custom sections in your uPerform template A Info Pak screenflows are not transformed to uPerform documents Transforming Info Pak Documents and Simulations Q For information on best practices in planning and executing the transformation refer to the Transitioning from ANCILE Info Pak to ANCILE uPerform white paper on the Product Support Center at https products ancile com 1 Select START gt PROGRAMS gt ANCILE UPERFORM gt MIGRATION WIZARD to open the migration wizard Migration Wizard Migration J Migration Migration Prerequisites Ensure these requirements are met before you start the Info Pak migration process The uPerfor server is up and running At least one uPerform project is available The uPerform server is accessible from your computer Info Pak Admin products
46. Chapter 5 Working With the Document Library C rur Ee uPerform Template Displays the uPerform template associated with the document Hit Count Displays the number of views from the end user website Hit count is determined per browser session when logged in as an end user or when accessing the server as an anonymous user Hit count does not provide any information on user who accessed the document Workflow if applicable If workflow has been initiated on this item the workflow setting status and reviewer sequence is displayed in the upper right For more information on workflow refer to Using Workflow on page 143 Version History if If earlier versions of this item exist the previous applicable versions are displayed You can rollback to the previous version to make that version the current version For more information on versioning refer to Using Version History on page 101 Document Library Context The location in the document library in which the content resides Website Context if The location s in the website to which the content is applicable linked For more information on specifying website context refer to Assigning a Website Context to Document Library Content on page 115 Author Discussion Hyperlinks to discussion messages contributed by authors For more information on author discussions refer to Using Subscriptions Within a Discussion on page 160 Website Discussion Hyperlink
47. Code Contains Any ME25 VAOI will return all documents with the Transaction Code property set to ME25 OR VAOI Contains the exact value specified in Step 18 19 Enter a value s in the Value field 20 Click Add 21 Repeat Steps 17 through 20 to add additional properties and filtering conditions to the dynamic website folder 22 Click Save Editing a Dynamic Website Folder 1 Click amp siss in the uPerform server workspace 2 Click on the project name 3 Click Website 4 Select the dynamic website folder 5 Select Edit Properties 6 Complete review the following fields Field Description Enter a name for the dynamic website folder Enter amplifying information about the folder 7T Optionally edit the language filter 122 ANCILE Solutions Inc Chapter 6 Working With the Website 8 Perform one of the following options f You Want To Add multiple languages Click Add Multiple Languages and go to Step 9 Disable multiple languages Click Disable Multiple Languages and go to Step 12 Edit Dynamic Website Folder This wizard allows you to create a dynamic website folder that searches for documents based on specified filter conditions Enabling multi language support allows authors to set a name and description for any of the supported languages This language specific name and description vill display based on the users language preferences as set in My Account
48. Exclude URLs from context sensitive Click the Request Context Sensitive Help help for Generic CSH plug in toolbar button or select HELP gt ANCILE UPERFORM HELP SETTINGS Enter a URL in the URLS TO EXCLUDE FROM CONTEXT SENSITIVE HELP field ANCILE Solutions Inc 325 Chapter 13 Setting Up Online Help If You Want To View context sensitive help for Refer to the Help Launchpad for ANCILE applications using Help Launchpad uPerform user manual Go to Step 4 View context sensitive help for Select the application s Help control Windows based applications Go to Step 4 4 A new browser window will open displaying the following potential help options O If asingle help document has been created the document displays in the new browser window O If more than one help document has been created a list of documents displays in the browser window CJ If no help document has been created a zero search result window displays Le If stay on top is enabled the help document remains on top of the application screen Stay on top is only supported for Internet Explorer 7 and 8 5 Choose from the following options If You Want To Select a help document Click on the hyperlink for the document you wish to view Access the Application Name Help Click Application Name Help in the upper left Center to display default help for the application This option is available if a BaseHelp URL was specified when con
49. If Send me an email immediately after each event is selected select one of the following options If You Want To Use default subject in immediate email Select Use default subject in email header notifications Add a custom prefix to the subject in Select Add prefix entered below to subject in immediate email notifications email header Enter a custom subject in immediate Select Replace default subject in email header email notifications with text below 10 If Add prefix entered below to subject in email header or Replace default subject in email header with text below is selected enter text 11 Click OK Stopping a User Synchronization Le Synchronization can be stopped at the User Information source level filter level or group level At the User Information source level the synchronization of any filters assigned to that user information source will be stopped if those filters are processing or waiting to process At the filter level only the synchronization for that filter will be stopped At the group level all processing and waiting synchronizations will be stopped 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area ANCILE Solutions Inc 49 Chapter 4 Managing Users Roles and Groups 3 Perform one of the following actions if You Want To Stop synchronization at the User Click User Information Sources in the Users Information Source leve
50. In addition you can elect to remove additional versions which can save space on the database server by removing unnecessary content Major versions are designated by a 0 in the first decimal place of a version indicator for example 4 0 A project administrator can specify assessment score tracking as well as settings for authors allowing them to create ad hoc workflows and allowing them to specify website context A project administrator can also restrict check in check out delete and rollback functionality to the owner or administrator for content assigned to them By default projects do not automatically have the above options enabled Enabling Project Settings 1 Click Beis on the left 2 Click on the name of the project to edit 72 ANCILE Solutions Inc Chapter 5 Working With the Document Library 3 Click Edit Properties on the left menu Edit General Properties Name HR Project Description dip Add Multiple Languages gt Project Roles project Settings Maximum major versions to store Remove additional versions now Allow Authors to Assign Website Context V Allow Authors to Initiate Ad Hoc Workflows Enable Anonymous Access Enable Assessment Score Tracking Enable content editing and deleting only for owners and administrators Enable Group Based Filtering Mi save cance 4 Choose from the following options Field Description Maximum versions to store E
51. Italic Underline Select from the bold italic and underline options as desired Numbering Bullets Format the highlighted text as a numbered or bulleted list Specify the desired color for the text Background Color Specify the desired background color for the definition text Insert Link Format the highlighted text as a hyperlink to open in the same window or a new window Click Save Q Workflow history is retained for content related to the definition Deleting a Term 1 2 Click Glossary on the left menu of the server workspace Enter the term to be deleted in the Find Term field Click Search Click Delete Term on the left menu Click OK A Deleting a term removes the term and its definition from the glossary If the term has associated synonym s the definitions of the synonyms remain ANCILE Solutions Inc 177 Chapter 9 Working with the Glossary Deleting a Definition 1 Click Glossary on the left menu of the server workspace 2 Enter the term associated with the definition to be deleted in the Find Term field 3 Click Search B Glossary Terms Find Term Order Bsearch Definitions Definition Purchase Request Language English United States Context Q Edit 9g Delete 4 Locate the desired definition in the Definitions portion of the window 5 Click Delete 6 Click OK on the confirmation window displayed 178 ANCILE Solutions Inc Chapter 9 Working wit
52. Mail Address Enter your email address This is where you will receive all notifications from the ANCILE uPerform server A The administrator receives this notification in the Help Desk screen available from the server workspace and can act on the request to create a new account 12 ANCILE Solutions Inc Chapter 2 Getting Started Managing Your Account Your account includes information such as your name password time zone language and email address Editing Your Account Information 1 Click My Account on the left menu of the server workspace 2 Click Edit Properties on the left menu User ID cbrovn First Name c Last Name gro Password s s s Password Confirmatio Timezone America New York v Language English United States en US Email Address prov li seve D cancel 3 Edit the following fields g If your uPerform user accounts are synchronized you cannot change the first name last name password or email Field Description Edit the text of the first name Edit the text of the last name Password Enter a new password You should choose a password that is a combination of alphabetic and numeric characters and one that is not a word found in a standard dictionary Your password cannot be blank and it cannot contain double byte characters Password Confirmation Re enter the new password to confirm your entry Select your time zone from the drop down list Lang
53. Select the wait time for notes to display Note Entry Animation Select Fade In or Display 9 For Standard mode complete the following fields Field Description Enabled Select to confirm that this mode is available for publishing Display action notes Select the Display action notes checkbox to enable the display and publishing of the auto generated action notes in simulations Display action note tail Select to display action note tail Display hotspots Select to display hotspots Note Display Delay Select the wait time for notes to display Note Entry Animation Select Fade In or Display 10 For Home Page complete the following fields Q These options are set in the document properties and are customizable For more information on customizing properties refer to Specifying New Template Settings Properties on page 224 Field Description Select Title to display the title on the home page Author Select Author to display the author on the home page Description Select Description to display the description on the home page Copyright Select Copyright to display the copyright on the home page Publish date Select Publish Date to display the publish date on the home page ANCILE Solutions Inc 239 Chapter 11 Using Author Templates 11 For Step Window complete the following fields Field Description Show step window Select the Show Step Window che
54. Settings Simulation User Interface Settings on page 240 Default Publication Settings Simulation LMS Settings on page 242 and Default Publication Settings Simulation Caption Settings on page 243 for more information Select Student Guide under Default Publication Settings in the task pane Refer to Default Publication Settings Student Guide on page 246 for more information 234 ANCILE Solutions Inc Chapter 11 Using Author Templates If You Want To Modify guided help settings Modify course package settings Modify course publication settings Select Guided Help under Default Publication Settings in the task pane Refer to Guided Help Settings Guided Help General Settings see Default Publication Settings Guided Help General Settings on page 247 refer to Guided Help Settings User Interface Settings see Default Publication Settings Guided Help User Interface Settings on page 249 refer to Guided Help Settings Guided Help Captions see Default Publication Settings Guided Help Guided Help Captions on page 251 refer to Guided Help Settings Mobile Device Publication Settings see Default Publication Settings Guided Help Mobile Device Publication Settings on page 252 for more information Select Course Package under Default Publication Settings in the task pane Refer to Default Publication Settings Course Package for more information Select Course under Default Pub
55. With the Document Library Creating Related Content 1 2 7 8 9 Click essissts in the uPerform server workspace Click on the project name Click Document Library Select the folder containing the content for which you want to create a relationship Click on the content for which you want to create a relationship Click Edit Related Documents in the left menu Edit Related Documents Related Documents Document Library gt Human Resources gt HR Document Library gt Sales Division gt Sales In the tree view expand the folder that contains the content you want to relate Select the checkbox es next to the content you want to relate Click Save Modifying Related Content 1 2 Click isis in the uPerform server workspace Click on the project name Click Document Library Select the folder containing the file for which you want to edit a relationship Click on the content for which you want to edit a relationship ANCILE Solutions Inc 99 Chapter 5 Working With the Document Library 6 Click Edit Related Documents in the left navigation page E B9 Document Library Related Documents Document Library gt Human Resources gt HR W save C3 cance 7T Inthe tree view expand the folder that contains the relationship you want to modify 8 Select or deselect the checkbox es next to the content you want to add or remove from the relationshi
56. a fixed object Select the Fixed radio button when generating reports 15 Click Add 16 Repeat Steps 12 through 15 to add additional filters to the report 17 Optionally click Delete next to a filter to remove it from the report 18 Click Save Q9 Refer to Viewing Reports on page 199 and Exporting Reports on page 200 for information on viewing the report output 204 ANCILE Solutions Inc Chapter 10 Using Reports Create and Edit Custom Reports Creating Custom Reports 1 Click Reports in the left menu 2 Click New Report in the left menu New Report This wizard will allow you to create a custom report which can be run against this uPerform server Please enter a name and description for this report Report Name Description Template None Search all templates Next cancel 3 Complete the following fields Report Name Enter a name for the report Enter a description for the report Template Optionally select the template associated with the report from the drop down list This gives you the ability to create filters using template properties Search all templates Select this option to determine if you want to search properties for all templates Deselect this option to specify that you want the search performed only on the template selected in the Template drop down list 4 Click Next New Report Please select the columns you want in the report Available Columns
57. a tab delimited text file where the first column contains the term and the second column contains the definition You can only import one definition per term If you are working with double byte characters the file should be in UTF 8 double byte format Exporting a glossary allows you to create a tab delimited file of term and definition pairs in a selected language and context Exporting translations allows you to create an XLIFF file for translating existing definitions in multiple languages A If you plan to migrate an Info Pak glossary ANCILE recommends that you use the Migration Wizard For more information refer to Incorporating Info Pak Content on page 329 Importing a Glossary 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administration area 4 Click Import on the left menu 5 Click Import Glossary on the left menu Import Glossary Import Name Import File Browse English United States v Destination Language v Import Undefined Terms Destination Context s E M scollaboration Project M Acme ERP Project Current Contexts No contexts have been selected i Qoi ANCILE Solutions Inc 191 Chapter 9 Working with the Glossary 6 Complete the following fields Field Description 1 Import Name
58. a user based on their event notification settings 10 Click OK Editing User Information Source Properties Q A user source cannot be edited if a filter assigned to it is synchronizing 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click User Information Sources in the Users Roles and Groups area 4 Click on the User Source hyperlink 5 Select Edit Properties from the left menu 6 Choose from the following options If You Want To Then Edit a user information source froma _ Go to Step 7 Directory server Edit a user information source froma _ Go to Step 9 file ANCILE Solutions Inc 41 Chapter 4 Managing Users Roles and Groups Edit User Information Source Location LDAP acmeds com 389 Page Size 500 Security Connection 5 Simple Requires user distinguished name and password User ID jdoe acmegs com Password Password Confirmation Anonymous Field Mapping uPerform Fields Fields User ID sAMAccountName Unique Identifier distinguishedName Email Address mail First Name GivenName Last Name sn J Enable Automatic Synchronization Send Account Created Notifications Previous ME oK cancel 7T Complete the following fields Field Description Enter the URL for the directory server Page Size Enter the number of records to retrieve at one time If your director server supports page size limits ensu
59. as a safety net from which to restore deleted content When a user deletes content objects discussions folders and subfolders these items are moved to a recycle bin they are not permanently deleted from the uPerform server There is one recycle bin for each uPerform project A project administrator can empty the recycle bin for a project The system administrator can restore or delete items for the entire server When restored the item is returned to its original location in the uPerform document library The restore operation sets the owner of the object to the user who restored the item When objects are deleted from the recycle bin they are permanently removed from the server A A deleted project is not sent to the recycle bin A deleted project including all of its documents messages and folders cannot be restored Restoring an Item From the Recycle Bin 1 2 Log into the uPerform server via a web browser Click iigssissita Select the project from which the item was deleted Click Recycle Bin on the left menu Click on the hyperlink of the object to restore Click OK to restore the object Deleting an Item from the Recycle Bin 1 2 Log into the uPerform server via a web browser Click iita Select the project from which the item was deleted Click Recycle Bin on the left menu Click Empty Recycle Bin 108 ANCILE Solutions Inc Chapter 5 Working With the Document Library 6 Select th
60. cannot be found The context sensitive help solution for SRM cannot determine whether or not a specific help page exists on a given website SCREEN_ID_TEXT Message text used to indicate the screen ID SHOW_ID Determines whether the screen ID is displayed in the new window launched from the screen Help link true show screen ID false show help content 13 Save the wpintegration js file 14 Select the BBPGLOBAL Internet Service from the Object Navigator list 15 Click Publish Q You should receive a message at the bottom of the screen stating the object published successfully 312 ANCILE Solutions Inc Chapter 13 Setting Up Online Help 16 Refresh the SRM screen displayed in the web browser Q You may need to clear your browser s cache or Temporary Internet Files Q This modification affects all screens in the SRM system Be sure to verify that each screen has online help available Determining the Screen ID Each screen in an SRM system has a unique alphanumeric identifier ID This ID can be used as a reliable link between an SRM screen and its related help content To link an SRM screen to help content the ID must first be included in the applicable uPerform document s If the SHOW D property is set to true any user with access to an SRM screen can determine its ID using the Help link 1 Inthe wpintegration js file ensure that the SHOW ID property is set to true 2 Save the wpintegration js file
61. click on the name of the skin Q A list of previous versions is displayed in the Version History portion of the screen Click Rollback on the left menu to set the current version of the skin to the previous version A When you confirm the rollback the current version of the skin will be permanently deleted from the server Click OK ANCILE Solutions Inc 289 Chapter 12 Using Custom Skins and Modifying CSS Files Guidance on Modifying Cascading Style Sheets Guidance on Modifying Cascading Style Sheets You can modify the uPerformEndUserDocument css file to incorporate your corporate standards for example font and color scheme g A complete tutorial on modifying cascading style sheets is beyond the scope of this manual Several books and websites discuss this topic in detail In particular the World Wide Web Consortium W3C provides helpful information at http www w3 org Style CSS The following table provides general guidance on performing common customization tasks in the style sheets WYouWantTo eote Wody Customize the placement of The assessment section of the div assessmentButtons to set the text the Continue button on CSS file alignment and background assessment stencils div assessmentButtons input type button to set the borders and background of all the assessment buttons input btnContinue input btnRetry input btnReset input btnShowMe and input btnSkipSim to set border color and tex
62. differ between location or business units To create translated files you must enable locales on the server For more information refer to Configuring Locale Settings in the ANCILE uPerform Administration manual Checking in translated content stores the translated content in the Translations area of the binder containing the original uPerform content In addition uPerform allows you to use the uPerform client to check in a completely separate document in another language The additional document must be of the same type and must be in another language than the original document ANCILE Solutions Inc 93 Chapter 5 Working With the Document Library Creating Translated Content 1 Using the uPerform client perform one of the following If You Want To Enable a translation of the original Open an existing uPerform document document into a secondary language Click File gt Save As on the original document Go to Step 2 Create a new document in a secondary Refer to Creating Content in the Creating language Content with ANCILE uPerform companion manual Q Content must be checked into the server Select File gt Save As Select the New Translation option Select a language from the drop down list Click Save Enter a name in the File name field A Avoid the use of special characters when naming your content Click Save Checking Translated Content Into the Server 1 Create or open the
63. document in which the term is used Click on the document name to go to the document cover page Date Last Modified Date and time of the last document modification Last Modified By Name of the author who last modified the document 6 As necessary click Previous or Next to navigate through the report 188 ANCILE Solutions Inc Chapter 9 Working with the Glossary Viewing Undefined Terms 1 Click Glossary on the left menu of the server workspace 2 Click View Undefined Terms on the left menu 3 Review the following information Field Description Term Click on the hyperlinked term name to go to the term page Date Last Modified Date and time of the last term modification 4 Optionally to delete an undefined term click Delete to the right of the term 5 As necessary click Previous or Next to navigate through the report Viewing Unused Terms 1 Click Glossary on the left menu of the server workspace 2 Click View Unused Terms on the left menu 3 Review the following information Field Description Term Click on the hyperlinked term name to go to the term page Date Last Modified Date and time of the last term modification Number of Definitions Number of definitions in the database for each term 4 Optionally to delete an unused term click Delete to the right of the term 5 As necessary click Previous or Next to navigate through the report Viewing Te
64. enabled in this template Select or deselect one or more checkboxes in the Visible column Select all languages to be used in this Select Check All template 5 Select FILE gt SAVE to save the template Specifying General Settings Hotspot Images 1 From the editor open the new template 2 Click General on the status bar ANCILE Solutions Inc 221 Chapter 11 Using Author Templates 3 Click Hotspot Images in the task pane images 4 Perform one of the following options If You Want To Add an image Click Add BRENNEN CN Update an image Select an image from the Images list and click Update ue RN Browse to the updated image and click Open Delete an image Select an image from the mages list and click Delete Click Yes Choose a replacement image Select an image from the mages list Click the Replacement Image drop down list and select an image 5 Select FILE gt SAVE to save the template Specifying General Settings View Info Pak Settings Q Info Pak settings are available only for templates used in conjunction with the Migration Wizard Info Pak settings are not configurable within the template For more information on Migration Wizard refer to Incorporating Info Pak Content on page 329 1 From the editor open the new template 2 Click General on the status bar 222 ANCILE Solutions Inc Chapter 11 Using Author Templates 3 Select Info Pak Settin
65. extension Create and Open a New Author Template The following best practices apply to your use of author templates O Create a new template using the uPerform FILE gt NEW menu Do not copy and rename a udt file The copy process renames the file but does not modify the template s unique identifier A uPerform document is linked to a template via the template identifier not the template name CJ After creating a udt file do not rename the file via Microsoft Windows Explorer as this may cause an author to have multiple template files with the same identifier 214 ANCILE Solutions Inc Chapter 11 Using Author Templates Creating a New Author Template 1 From the editor select FILE gt NEW Name Type Document Template Course Templaeud Simulation Mobile Device udt Language English United States Location C Users vjenshak Documents V Browse 0K Cancel Enter a name for the new template in the Name field Select Template from the Type drop down list In the Template listbox select a template from which you would like to create a new tem plate Click OK Q Refer to the following subsections for more information on customizing the template Opening a Template 1 2 From the editor select FILE gt OPEN gt TEMPLATE Select the template you want to open Optionally select Lock template for editing Click OK Q The standard author template de
66. following fields Fild Description 0 Player Colors Select a background color and primary and secondary colors for the banner background from the drop down list Text Colors Select a primary color for the banner text from the drop down list Q Optionally specify custom colors by clicking Select to the right of the color drop down list 7 Choose from the following options Field Description Enable Transitions Enables a smooth animated transmission from step to step Reuse existing window Uses the same window when an external link is launched from a simulation Hide audio bar when audio is Hides the audio bar when audio is not present not present Do not resize Opens the simulation in the current window size Resize and center window Opens the simulation at the size specified by the screen width and height and centers the simulation window Start in full screen mode Opens the simulation in full screen mode ANCILE Solutions Inc 241 Chapter 11 Using Author Templates 8 Under Screen select a minimum and maximum screen height and width Q This option is available only if Resize and center window is selected 9 Under Maximum Screen Size select a minimum or maximum screen size 10 Select FILE SAVE to save the template Default Publication Settings Simulation LMS Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Se
67. glossary the term is added to the glossary with a blank definition The glossary will then need to be updated with a customized definition of the new term You can then globalize to distribute the update to the documents containing the term If your glossary administrator has enabled the centralized glossary all uPerform documents will be globalized upon check in Non uPerform documents such as managed documents are not globalized Check In __Batch Globalize as finitions Change Check Out a Updated Content Authors The glossary functionality is not case sensitive meaning that a term in a document will be considered the same as a term in the glossary regardless of whether the same capitalization rules are applied Purchase order and Purchase Order in documents are considered the same term The Glossary is character string dependent however Purchase order one space is different than Purchase order two spaces During globalization each globalized document receives a minor version update only if modifications have been made to the document for example 1 1 2 1 3 2 ANCILE Solutions Inc 183 Chapter 9 Working with the Glossary Globalizing Documents You can globalize a single document directly from the editor workspace In addition the globalize queue on the server can be configured to automatically globalize documents daily at off peak hours Documents are automatically placed in the queue when 1 the defini
68. group based filtering before assigning filters to content For more information refer to Specifying Project Settings on page 72 1 Click amp sisss on the upper left m Select the project that contains the content for which you want to create a group filter 3 Click Document Library A Select the folder that contains the content for which you want to create a group filter m Select the content for which you would like to create a group filter Q This functionality is not available for managed documents 6 Click Assign Group Filter in the left navigation bar Assign Group Filter Please drag the documents on the right to the group name it should be assigned to on the left Documents can be assigned to multiple groups but each group can only have one document assignment Content Groups Related Documents El Acme Corporation All Users Sales Timesheet Administrative Group HR Group Sales Group J Save C3 cancel 7 Drag the content from the Related Documents list to the corresponding group in the Content Groups list Content Groups E Acme Corporation All Users Administrative Group HR Group Sales Grou 8 Repeat Step 7 to add content to additional groups 9 Click Save Deleting a Group Filter 1 Click sisi on the upper left 2 Select the project that contains the group filter you want to delete 3 Click Document Library ANCILE Solutions Inc 61 Chapter 4 Managing Users Roles an
69. in the Mapped Sections list To remove a mapping click on the mapping in the Mapped Sections list and click Remove 25 Click Next Migration Wizard Migration 8 Migration Step 9 Migrate Glossary Select thelnfo Pak Glossary profile you want to migrate to the uPerform server If you do nat want to migrate an Info Pak glossary at this time click Next Glossary Profile Glossary Database ANCILE Solutions Inc 345 Appendix A Incorporating Info Pak Content 26 Perform one of the following options If You Want To Migrate your Info Pak glossary Go to Step 27 Skip the Info Pak glossary and proceed Click Next and go to Step 29 with the migration 27 Browse to the location of your Glossary profile Q Profile xml files are typically stored at C Documents and Settings Y our Username My Documents Info pak profiles glossary 28 Click Next Migration Wizard Migration 9 R J Migration Step 10 Glossary Options Specify how the definitions in this Info Pak glossary wil be migrated to the uPerform server Assign Definitions To O ne 9 Project root only Import definitions without context as suggestions Previous Next 29 Select from the following options If You Want To Migrate no definitions Select the None radio button Assign Info Pak default definitions to Select the Project root only checkbox the project root only Map any key property specific Sel
70. in the Users Roles and Groups area to display a list of all roles in the uPerform system 54 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Creating and Updating Groups Groups are an optional functionality within uPerform that can be used to restrict content access to a subset of users specified by the administrator Group usage is not restricted to content within a single project or subfolder within a project you can assign groups to content across multiple projects or subfolders in uPerform A group is created and then content is assigned to the group and made available for use on the end user website Users are then assigned to a group so they can access the content For more information on the end user website refer to Working With the Website on page 111 The top level group on the uPerform server is the default group to which every user is automatically assigned This group is called ANCILE uPerform Workspace All Users however the name of this group may be different if it was changed during your server customization If you have made customizations look for the name of the top level content group that displays on the Content Groups page In order to restrict content access you must create sub level groups beneath the top level group Refer to the procedures in this section for instructions on how to create and manage groups Q Groups are manually created by the system administrator if group
71. in your system the selected filtering conditions and the number of users currently logged into the system Please use caution when running reports during peak usage hours and please allow the system an appropriate amount of time to generate the report before closing the browser Required Parameters Field Name Condition Value Project Is Acme ERP v ok C3 cancel 5 Select a project from the Value field 6 Click OK ANCILE Solutions Inc 201 Chapter 10 Using Reports 7 Click Export in the left menu Export Document Tracking Report Please select the format for this report and click OK Export Format Excel document V ok E cance 8 Select an export format from the Export Format drop down list 9 Click OK Q The export may take several minutes 10 Perform one of the following options If You Want To Open the exported report Click the radio button next to Open with Click OK Save the exported report Click the radio button next to Save to Disk Click OK Open the file locally on your computer Using Save as to Copy a Standard Report 1 Click Reports in the left menu 2 Choose from one of the following options g Copy functionality is not available for assessment reports If You Want To Copy a document tracking report Click Document Tracking Report Copy a published content report Click Published Content Report Copy a workflow status report Click Workflow Status Report
72. is recommended that you leave this option disabled until you are ready to synchronize user accounts For more information on automatic synchronization refer to Schedule Automated Tasks in the companion manual ANCILE uPerform Administration Send Account Created Notifications This option enables the uPerform server to send an email to a user based on their event notification settings 11 Click OK Deleting a User Information Source Q A user source cannot be deleted if a filter assigned to it is synchronizing 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click User Information Sources in the Users Roles and Groups area 4 Click on the User Source hyperlink 5 Select Delete User Source on the left menu 6 Click OK A Clicking OK will delete the user source its filter s and any users belonging to the filter s unless the users belong to another filter 44 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Working With User Information Source Filters Filters are used to synchronize a specific segment of a user base in a directory server or file source to groups within uPerform Adding a User Information Source Filter 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click User Information Sources in the Users Roles and Groups area 4 Select the User Source hype
73. left menu of the server workspace 2 Enter the term associated with the definition in the Find Term field 3 Click Search Bi Glossary Terms Find Term Order Definitions Definition Purchase Request Language English United States Context A Edit S Delete Suggestions There are no suggested definitions for this term Synonyms 4 Locate the desired definition and context in the Definitions portion of the window and click Edit 5 Edit the definition 6 Click Save Content associated with the updated definition will be automatically sent to the globalize queue Additionally any content that has been approved via workflow and previously published will be sent to the publishing queue This allows you to republish the document Workflow history is retained for content related to the definition 176 ANCILE Solutions Inc Chapter 9 Working with the Glossary Formatting a Definition 1 2 6 Click Glossary on the left menu of the server workspace Enter the term associated with the definition in the Find Term field Click Search Click Edit in the Definitions portion of the window Highlight the definition text and format as desired using the following options Depending on your rich text formatting settings some of these options may not be available Field Description Select the desired font from the drop down list Select the desired font size from the drop down list Bold
74. notifications to my daily email report Add notifications to my weekly email report Send me email immediately after each event For all immediate email notifications Use default subject in email header Add prefix entered below to subject in email header Replace default subject in email header vith text below 26 ANCILE Solutions Inc Chapter 3 Exploring the Server Workspace 3 Select one or more of the following options Post notifications to my Select this option to receive your subscription notification in the My Personal Page Alerts section of your uPerform personal page Send notifications in an email Select this option to receive your subscription notification via email report to your email message address Specify one of the following email notification types daily weekly or immediately after an event If you specify an immediate email notification you can elect to use the default subject in the email subject line add a prefix to the default subject or replace the default subject with custom text 4 Click OK Q When the content is changed in the future you will receive a notification on your personal page and or an email message Subscription email messages contain a link to the changed content Subscriptions to content within dynamic website folders will notify you when the folder is renamed subfolders are added or removed or the search filter is changed however due to the filter
75. of the prompt page td uiPromptBackground to set the image URL or background of the prompt box div titleTextDiv to set the text color text alignment and font of the title div uiPromptText to set the text color text alignment and font of the prompt text ANCILE Solutions Inc 291 Chapter 12 Using Custom Skins and Modifying CSS Files FYouWantTo GoTo Modi Customize the loading page The loading section of the div LoadingMessage to set the in courses simulations and CSS file background color of the loading page guided help div LoadingMessage div loadingText to set the color and text alignment div loadingImage to set the logo dimensions and URL 292 ANCILE Solutions Inc Chapter 13 Setting Up Online Help The ANCILE uPerform server works in conjunction with ANCILE Help Launchpad to provide context sensitive help within the SAP GUI for Windows and HTML GUI environments In addition you can specify a context sensitive help solution directly from the uPerform server for SAP Enterprise Portal SAP EP SAP CRM Web Client SAP SRM 7 Shopping application Oracle E Business PeopleSoft web applications and Siebel Online help allows your end users to access relevant help stored on the uPerform server from within their current application 293 Chapter 13 Setting Up Online Help Introduction to Online Help Online performance support materials are most effective when the materia
76. one of the following options If You Want To View a folder level discussion Click on the hyperlink of the discussion View an author or website discussion Click on the content name for uPerform content Under Translations select the translation that contains the discussion you want to view Go to Step 7 View an author or website discussion Click on the content name for a managed document Go to Step 7 Perform one of the following options If You Want To View an Author Discussion In the Author Discussion area view a list of the author discussion entries To view the contents of long messages or to view all entries click Author Discussion View a Website Discussion In the Website Discussion area view a list of the user discussion entries To view the contents of long messages or to view all entries click on Website Discussion Click on the hyperlink of the message you want to read ANCILE Solutions Inc 157 Chapter 8 Collaborating on Content Using Discussion Entries You can create and reply to discussion entries from directly within the uPerform server workspace Creating a Discussion Entry 1 Navigate to the desired folder in the uPerform server workspace 2 Perform one of the following options If You Want To Create an author or website discussion Go to Step 3 Create a folder level discussion Click Add Discussion on the left menu Enter Name and Description Click Save
77. passing score 258 ANCILE Solutions Inc Chapter 11 Using Author Templates Field Description Users may retake No questions Users may not retake any questions Incorrect questions Users may retake only those questions that were answered incorrectly All questions Users may retake all questions 7 Select FILE gt SAVE to save the template Default Publication Settings Course Caption Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Course under Default Publication Settings in the task pane 4 Select Course Caption Settings from the drop down list 5 Highlight a phrase in the phrase listbox 6 Click Select Phrase 7 Perform one of the following options If You Want To Add a custom phrase Click Add Select a language from the left Enter the text in the Content area Click OK ANCILE Solutions Inc 259 Chapter 11 Using Author Templates If You Want To Select a phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 8 Select FILE SAVE to save the template Default Publication Settings Course Page Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Course under Default Publication Settings in the task pane 4 Sele
78. published documents assigned to a project Workflow Status Report Displays a detailed report of the document workflove assigned to a project 2 Choose from one of the following options If You Want To View an assessment performance report Click Assessment Performance Report and go to Step 5 View a document tracking report Click Document Tracking Report View a published content report Click Published Content Report View a workflow status report Click Workflow Status Report A Workflow history information will be cleared if a new version of a document is checked in or if the document is automatically globalized when a definition is updated View a custom report Click on the name of the custom report 3 Review the following fields Field Description The user who generated the report Click on this link to obtain information about the user Last Modified If applicable the date of the last report definition modification ANCILE Solutions Inc 199 Chapter 10 Using Reports Field Description Selected Columns The columns specified for report generation Limitations for what the report will return 4 Click View Report in the left menu View Document Tracking Report Generating reports can take a significant amount of time and can tax the system The amount of time it takes to generate a report is based on the number of documents in your
79. set up a proxy server for connecting to the uPerform server Username Enter the username for the proxy authentication Password Enter the password for the proxy authentication Test Connection Click Test Connection to test your connection to uPerform ANCILE Solutions Inc 341 Appendix A Incorporating Info Pak Content Q Username password and proxy authentication are not necessary if using NTLM SSO Q Upon exiting the application connection information is stored for future use in the Migration Wizard Application Settings XML file located on the local computer in C Users lt USER gt A ppData Roaming ANCILE Migration Wizard Version 4 5X AppSettings xml 11 Click Next Migration Wizard Migration Migration Step 4 uPerform Project and Template Specify the uPerform project and template to be used uPerom Project Acme ERP uPerform Template SS Da 12 Complete the following fields Field Description uPerform Project Select the blank project you created for the migra tion uPerform Template Select the uPerform template you want to use for transforming documents 13 Click Next Migration Wizard Migration 8 Migration Step 5 Info Pak Web Architect Settings Specify the Web Architect configuration files to be used during migration Web Architect Profile Content URL Profile Settings 342 ANCILE Solutions Inc Appendix A Incorpo
80. term to which the definition should be added in the Find Term field 3 Click Search Bi Glossary Terms Find Term Order Definitions Definition Purchase Request Language English United States Context Bedit f delete Suggestions There are no suggested definitions for this term Synonyms This term has no synonyms 4 Inthe Definitions portion of the window click Edit 174 ANCILE Solutions Inc Chapter 9 Working with the Glossary 5 Click Change Context on the left menu Change Context Eg B rwo vector Workspace a U acme ERP B M Rwo Trainin g Project Current Contexts RWD uPerform Workspace M Seve cance 6 To apply this definition to all projects in the instance select the workspace name checkbox To apply this definition only to specific projects or folders contexts select the checkbox for the project s or folder s Q The definition can reside in the glossary database without a context but in order for a definition to be used in a document at least one context must be applied to the definition 7 Click Save ANCILE Solutions Inc 175 Chapter 9 Working with the Glossary Updating Terms and Definitions You cannot edit a term but you can add a term as a synonym and delete the original term For additional information on synonyms refer to Managing Synonyms on page 181 Editing a Definition 1 Click Glossary on the
81. the Content area Click OK Select a phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 10 Select FILE SAVE to save the template ANCILE Solutions Inc 227 Chapter 11 Using Author Templates Specifying New Template Settings Phrases Managing Phrases 1 From the editor open the new template 2 Click Phrases on the status bar OE Gerd Proprtns reves Rileslens Ter Mody Sectors Resty 3 Select a language from the Language drop down list in the Task Pane 4 Choose a phrase name Q The following table lists the phrases for actions during recording and the common phrases for keyboard keys Field Description 0 0 Click s t u Double click s t Yu Right click s t u Right double click s t u s label t control type u image s label t control type u image s label t control type u image s label t control type u image Type os in the t u s typed text Drag s to t s first image t second image 228 ANCILE Solutions Inc Chapter 11 Using Author Templates Up Down Left Right Press Up Press Down Press Left Press Right Page Up Page Down Press Page Up Press Page Down Home End Press Home Press End Insert Delete Press Insert Press Del
82. the Glossary 4 Click Suggest Definition to the right of the definition cell Suggest New Definition Alternate Definitions Q You can review the alternate definitions available in other document library contexts from the Suggest New Definition window 5 Enter the definition in the Definition text box 6 Optionally click Format to apply formatting options 7T Click OK 8 Atthe confirmation prompt click Yes to submit the definition as a suggestion Entering a Definition When the Centralized Glossary is Disabled 1 Create or open a document in the editor 2 Click the Document tab 3 Navigate to the Field Description table 4 Enter the definition in the Description column of the Field Description table 168 ANCILE Solutions Inc Chapter 9 Working with the Glossary Browsing the Glossary from the Editor From the editor you can browse the entire glossary database and search for one or more specific terms The term page displayed when browsing the glossary lists all definitions for the term and its synonyms Q If you are using the editor in standalone or offline mode the glossary is not available and the associated menu option is grayed out Viewing a Term and Associated Information 1 Select TOOLS gt BROWSE GLOSSARY from the editor to display the glossary page in a web browser window 2 Enter the term in the Find Term field 3 Click Search 4 Review
83. the following information Field Description Definitions Lists all definitions for the term Suggestions Lists any suggestions contributed by authors Only glossary administrators can view suggestions Synonyms Lists any synonyms available for the term ANCILE Solutions Inc 169 Chapter 9 Working with the Glossary Managing Glossary Settings The glossary administrator is typically responsible for maintaining the instance wide glossary settings These settings affect all projects in the uPerform instance You must be a part of the uPerform Glossary Administrators group to configure glossary settings For detailed information on uPerform groups refer to Managing Users Roles and Groups on page 29 The following settings can be managed from the server workspace O Using a centralized glossary If you do not select to enable the centralized glossary authors can enter definitions directly into a uPerform document C Using rich text in definitions You can specify the use of rich text formatting for example bold italic and underline in your definitions O Specifying a default language You can indicate the language that will be used for a definition if there is no definition in the document s language Enabling the Centralized Glossary 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administ
84. the following options If You Want To View the template cover page Select a template from the list 70 ANCILE Solutions Inc Chapter 5 Working With the Document Library If You Want To View the version history of the template Access an earlier version of a template View a template Select a template from the list Click the More or Hide link to display or hide the version history The link displays only if there are three or more versions of the template available Select a template from the list Click on the template hyperlink below Version History Select a template from the list Open the template from the uPerform client as described in Using Author Templates on page 211 ANCILE Solutions Inc 71 Chapter 5 Working With the Document Library Specifying Project Settings By setting anonymous access on a project end users will not be required to login to the uPerform website when requesting help online When anonymous access is enabled the anonymous user and the All Users group will be added to the End User role By providing optional group based filtering to a project you can identify the content to which end users will have access For more information refer to Creating and Updating Groups on page 55 By limiting the number of major document versions that are stored per project you can ensure your authors have access to current versions by eliminating any outdated versions
85. the iView Portal Page ID on page 307 and Including the iView Portal Page ID in Documents on page 307 Go to Step 9 4 Open the uPerform document created in Step 2 5 Select FILE gt PROPERTIES 6 Select Properties Properties 7 To provide context sensitive help using Oracle E Business paste the identifier s into the Transaction Code property 8 Click OK 9 Save the document ANCILE Solutions Inc 297 Chapter 13 Setting Up Online Help 10 From the uPerform client check your document into the server g When published the document will be available for the end user via the help icon in the application for which you want to provide context sensitive help Specifying a Connection to the uPerform Server 1 In uPerform select Administration in the left navigation pane 2 Select Server Administration 3 Select Integration Settings under Server Administration 4 Select Context Sensitive Help Connection Profiles under Integration Settings 5 Select New Connection Profile New Connection Profile Name Description Application Orade 11 5 Base Help URL Browser Settings Width 40 Height so Location Right w Stay On Top IE Only bil Seve Qc 6 Complete review the following fields Q This profile is configurable and can be edited or deleted based upon your end user needs You can specify as many connection p
86. these people from cbrownGrwd com uPerform Users Subject The approval process for the document called Sales Time Message provide detail as to why process wes stopped The approval process for the document called Sales Timesheet ves canceled This document can be found in uPerform at http uperformtraining rwduperform com gm document 1 i a Stopping the approval process will prevent the document from further circulation along the workflow queue and remove any existing approval status ioc E cance 3 Complete the following fields Field Description To Enter the email address es or click uPerform Users to select users from a list Subject Edit the default subject text as necessary As desired add information to the default message text 4 Click OK ANCILE Solutions Inc 151 Chapter 7 Using Workflow Deleting a Workflow Group 1 Click Workflow on the left menu to display a list of existing workflows 2 Click Delete Workflow on the left menu To delete 1 Which items to remove select or unselect all Human Resources 2 Confirm Removing the selected items will remove them from this Folder If items are present in other contexts as indicated by then they will continue to exist in those other contexts 3 Select the checkbox to the left of the workflow to be deleted or optionally select the checkbox next to Select All 4 Click
87. unused terms 189 W web documents 87 adding 87 web based help 323 website 126 adding content 118 browsing 79 126 creating 113 119 customizing 141 viewing 139 website context 126 navigating on server 126 website discussion 157 website folders 113 adding folders 113 119 deleting 115 125 updating 114 website navigation 21 workflow 144 145 146 147 148 149 150 151 152 153 approving documents 149 creating 145 deleting 152 notifications 147 rejecting documents 150 stopping 151 updating 148 viewing history 153 workspace 10 server 10 372 ANCILE Solutions Inc
88. website content pages There are also public discussions that are viewable within the website context These include end user to end user discussions and end user to author discussions End users contribute to these public discussions via the Website Discussion link available on website content pages Folder level Folder level discussions are created by Administrators in the Document Library or the website They are not tied to a specific document or folder but exist as independent entities Administrators can create as many different discussions as they like in a folder and they can be moved to other folders within their context That is Document Library folder level discussions must remain in the Document Library and website discussions must remain in the website context Discussions can be viewed by authors and administrators via the server workspace 156 ANCILE Solutions Inc Chapter 8 Collaborating on Content Viewing Discussions You can view a summary list of both author and website discussions and also drill down to read individual discussion messages Discussions are displayed in a standard threaded format to indicate the hierarchy of message replies Viewing a Discussion 1 2 7 Click amp sises in the uPerform server workspace Click on the project name Click Document Library Navigate to the desired folder g To view a folder level discussion click on the hyperlink of the discussion Perform
89. 139 Chapter 6 Working With the Website When the end user clicks on a help link all available output formats are displayed 140 ANCILE Solutions Inc Chapter 6 Working With the Website Configuring and Customizing the Website Refer to the ANCILE uPerform Administration user manual for information on website customizations ANCILE Solutions Inc 141 Chapter 7 Using Workflow Workflow functionality in ANCILE uPerform allows you to automate the process of routing content to reviewers Using uPerform you can create and initiate workflow and allow reviewers to approve or reject content 143 Chapter 7 Using Workflow Introduction to Workflow To facilitate review of content uPerform allows you to create and initiate workflow processes During the workflow process the content is circulated among a list of uPerform users who can approve or reject the content 144 ANCILE Solutions Inc Chapter 7 Using Workflow Creating and Starting a Workflow In order to start a workflow on a document the document must be checked into the server CJ Administrators can create predefined workflow groups from the server workspace These workflow groups are available to all projects on the uPerform server O Authors can create and start ad hoc workflows if granted permission from the project administrator For more information refer to Specifying Project Settings on page 72 Creating a W
90. 2 Getting Started The ANCILE uPerform server workspace provides access to several functions including project and user account creation workflow setup glossary and publishing maintenance reporting website setup configuration and customization Chapter 2 Getting Started Introduction to Managing Content The uPerform server interface is available via the Internet Explorer or Mozilla Firefox web browsers The procedures in this manual will assume you are using Internet Explorer The following functionality is available via the server workspace m o QU d g Create favorites subscriptions and tell others notices Participate in discussions Create and maintain user accounts Manage role and group assignments Create and maintain projects document libraries and websites Create and maintain the glossary Create and maintain publishing settings Create workflow routings Generate reports Refer to the ANCILE uPerform Administration manual for instructions on installing and configuring the server and customizing the end user website ANCILE Solutions Inc Chapter 2 Getting Started The following diagram illustrates the major functions of the uPerform server and how the server supports the activities of the author end user and administrator uPerform Server Administer Projects 4 andUsers Create Hierarchy Check in out amp ve Workflow amp
91. 3 Go to the document cover page in the server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 4 Scroll down to the Author Discussion or Website Discussion area of the window 5 Click Author Discussion or Website Discussion 6 Click New Message on the left menu Post a message Subject Content 7T Complete the following fields Field Description Enter the message subject Content Enter the text of the message 8 Click Save 158 ANCILE Solutions Inc Chapter 8 Collaborating on Content Replying to a Discussion Entry 1 Navigate to the desired folder in the uPerform server workspace 2 Go to the document cover page in the server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 3 Scroll down to the Author Discussion or Website Discussion area of the window 4 Click Author Discussion or Website Discussion 5 Click Reply to message on the left menu Post a message Subject Content 6 Complete the following fields Field Description Enter the message subject Content Enter the text of the message 7 Click Save ANCILE Solutions Inc 159 Chapter 8 Collaborating on Content Using Subscriptions Within a Discussion You can subscribe to a discussion to be notified of new messages in the discussion You can receive notifications rega
92. 4 Select Style Languages from the task pane File Edit View Format Tools Help Debug BSC MO SHG tiani PF RBiRRARER A BUIS EE Ta Oxlo ela 205 94 Bahasa Indonesia Indonesia catal catal e tina esk republika Manage All Styles Default Course Content Title Text Default Course Drag Drop Text Default Course Page Title Text Default Course Popup Text Default Course Questions Text Default Course Text dansk Danmark Default Course Title Text Deutsch Deutschland Default Text English United Kingdom Document Note English United States Document Title Example Example Phrase Generic Table Text hrvatski Hrvatska Guided Help User Interface italiano talia Link Text magyar Magyarorsz g Page Description Text Nederlands Belgi Page Title Text Nederiands Nederiand Screen Caption norsk bokm l Norge Section Name polski Polska Simulation Note Portugu s Brasi Simulation User Interface portugu s Portugal Step rom n Rom nia Step Number suomi Suomi Table Header svenska Sverige Table of Contents Table of Contents Heading 1 Table of Contents Heading 2 Genrapcxn B nrapna Table of Contents Heading 3 pycert Poccus Table of Contents Heading 4 Tnu tne Table of Contents Heading 5 Ea HEHE Table of Contents Heading 6 PROPRA RHE Table Text px Top Navigation Text B48 6 Applied Styles Bulk Style Change Style Languages Bulk Style Language Changes
93. 5 Click FILE gt SAVE to save the template ANCILE Solutions Inc 223 Chapter 11 Using Author Templates Specifying New Template Settings Properties Managing Built In Properties 1 From the editor open the new template 2 Click Properties on the status bar 3 Select a built in property from the Task Pane il IRIA uii s AAAA ETE ETE CETTE TE HNHH 3 i 4 To make the property visible to authors in the Properties window click the Visible checkbox 5 Perform one of the following options If You Want To Move the value earlier in the list Click Move Up one or more times as needed Move the value later in the list Click Move Down one or more times as needed 6 Click Modify Language English United Kingdom English United States Espa ol Espa a alfabetizaci n intemacional fran ais Canada fran ais France hrvatski Hrvatska italiano talia magyar Magyarorsz g Nederlands Belgi K 224 ANCILE Solutions Inc Chapter 11 Using Author Templates 7 Perform one of the following options If You Want To Make the value visible Check the Visible checkbox Make the value translatable Add a value Modify a value Delete a value Add a custom phrase Select a phrase Check the Translatable checkbox This option is only available if the Visible checkbox is checked Click Add Enter a value Cl
94. ANCILE uPerfornr User Manual Managing Content with ANCILE uPerform Version 4 5 PROPRIETARY RIGHTS NOTICE This user manual contains proprietary and confidential information of ANCILE Solutions Inc This manual is furnished under license only for the use and information of the licensee and the content is subject to change without notice Use of the contents of this manual for any purpose other than that for which it was provided is prohibited This manual may not be reprinted or redistributed to any third party without the prior written consent of ANCILE Solutions Inc ANCILE Solutions Inc does not warrant or guarantee the contents of this user manual ANCILE uPerform ANCILE uLearn ANCILE Info Pak and ANCILE uBenchmark are registered trademarks of ANCILE Solutions Inc in the U S and foreign countries All other product and company names referenced herein are the registered or unregistered trademarks of their respective owners ANCILE SOLUTIONS TM COPYRIGHT 2012 ANCILE Solutions Inc ALL RIGHTS RESERVED ANCILE Solutions Inc Contents Chapter 1 Introduction ipn iion ian ek oa rara kr was Ea neu cna uk kF xk End dE pana 1 Wat 38 ANCILE Perron os eoo oorr ouod rein eot needed eco oeste den edi teta 2 About Lis Mana oeitt dete opa tetendit qutdcefept tute ense usum do sepa ti Loads 3 Who Should Read This Manual 323i teret obe ote t eS Peut ora tme baal 3 Organization Of This Manual ca
95. Added to view added users Updated Select Updated to view updated users Removed Select Removed to view removed users Warning Select Warning to view warnings from the most recent sync Select Error to view errors from the most recent sync ANCILE Solutions Inc 51 Chapter 4 Managing Users Roles and Groups Managing uPerform Roles Roles are intended to identify a team of users with a common project function or activity Role functionality allows you to restrict access to project functionality to specific users When a project is created the following three roles are automatically created and associated with the project g End User Members of the user role can view published content within the project website and participate in discussions associated with the content Author Members of the author role can populate content for the project Administrator Members of the administrator role can create document library and website hierarchies and workflows Access is cumulative for the roles In other words a member of the administrator role can perform all the actions of members of the user and author roles A member of the author role can perform all actions of the user role In addition there are three instance wide server roles that are created upon installation of the uPerform server m uPerform Glossary Administrators Members of the glossary administrator role can enable and disable the
96. All actions within this procedure should be performed by a Siebel administrator using Siebel Tools The administrator should be familiar with the topics discussed in the Developing and Deploying Siebel Business Applications document provided by Oracle Siebel 1 Create a new project to contain changes needed to add a context sensitive help link from Siebel 8 to the uPerform server Be sure to include a name and description for the project 2 Check out the context sensitive help project 3 Check out the menu used in the target application 318 ANCILE Solutions Inc Chapter 13 Setting Up Online Help 4 Create a new symbolic string for the menu item using the following values Q A symbolic string must be created for each locale Description Name Enter a name for the symbolic string Current String Value Enter the string value Definition Enter a definition Comment Enter any amplifying information about the string 5 Save the string Project Enter the project name created in Step 1 6 Create a new business service using the following values Description Enter a name for the service Project Enter the project name created in Step 1 Enter any amplifying information about the service 7 Save the service 8 Create a new Business Service Method called calluPerform 9 Right click on the business service you created in Step 6 10 Select Edit Server Scripts 11 Select eScript 12 Paste the ANCI
97. Checkin and in Windows Vista C Users App Data Roaming ANCILE uPerform Version X X Logs BatchCheckin The log filename is prefaced with BatchCheckIn_ and is date and timestamped O Confirm that unintended documents have not been migrated O Confirm the folder assignment of all documents 352 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content Using the Info Pak Properties Specified in the uPerform Project After migration a link to Info Pak properties is displayed on the project properties page Edit this Project Name acme Migration Project Description Migration of Info Pak Content a Add multiple Languages RWD Info Pak Properties Project Groups em Save cancel These Info Pak properties only exist after importing Web Architect data during migration After initial creation these properties can only be modified from the uPerform system If you are not modifying your Info Pak publishing options for example specifying to use websafe paths or specifying additional output formats and the location of the published output does not change you do not need to edit these Info Pak properties from within uPerform If your publishing options or location change you must edit these properties Click to the left of ANCILE Info Pak Properties to expand the properties list RWD Info Pak Properties wi Work Instruction postscript pdf ps pdf html htm source qr flow Quick Reference Flow post
98. ERR ES UIN S USA QU Ee eA Ue SUN Le Pun ea ERR aV e pde 288 Guidance on Modifying Cascading Style Sheets eee 290 Chapter 13 Setting Up Online Help 293 Introduction to Onlmne Help iais inernet eao ues ges Dacsd E Toca Frust a eS 294 Configuring Oracle E Business for Use with Context Sensitive Help 302 Configuring SAP Portal for Use with Context Sensitive Help sees 306 Configuring SAP SRM 4 6 for Use with Context Sensitive Help esses 311 Configuring SAP CRM Web Client for Use with Context Sensitive Help 315 Context Sensitive Help for Siebel s si cc see Res eee nies ees esas eid 318 Configuring PeopleSoft 9 for Use with Context Sensitive Help eee 321 Configuring ANCILE Help Launchpad to Deliver Context Sensitive Help 322 Configuring Generic Web Pages for Use with Context Sensitive Help 323 Providing Help to End Usetsz 5 pear ecd uidet acne ipae ende qa leu tuse eae 325 Appendix A Incorporating Info Pak Content 329 Introduction to Incorporating Info Pak Content eese emen 330 Using Dual Mode Functionality vs Transformation Functionality ses 331 Installing and Uninstalling the Migration Wizard
99. Enter a name for the import Import File Click Browse and navigate to the file you want to import Destination Language Select the language for the definitions from the drop down list Definition Conflict From the drop down list select Replace Existing Resolution Definitions Add As Suggestion or Skip Definition Import Undefined Terms Select the Import Undefined Terms checkbox to import undefined terms 7 Select the project s in the Destination Context s area to assign the glossary to the project s 8 Click Save Importing Translations A Ensure you have exported the glossary for translation and translated the file before importing into the uPerform server For more information on exporting a glossary or translation file refer to Exporting a Glossary on page 193 and Exporting Translations on page 194 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administration area 4 Click Import on the left menu 5 Click Import Translations on the left menu Import Translations Import Name Import File Browse Definition Conflict Resolution Replace Existing Definitions Y fd seve Qoae 192 ANCILE Solutions Inc Chapter 9 Working with the Glossary 6 Complete the following fields Field Description 0 Import Name Enter a name for the import Import File Cli
100. Enter text and use the toolbar to format the text 5 Click Save to add the translated managed document ANCILE Solutions Inc 95 Chapter 5 Working With the Document Library Viewing Translated Content The parent content must be checked into the server first or with the translated content via batch mode in order to establish the content association The server will display a link to the translated content in the Translations area in the binder From an end user s perspective the uPerform server creates a language based content filter for associated content If the end user s language is set to French the French associated content displays If there is no associated content available in the end user s language the content displays in the default language The end user can also see all versions of content by clicking Show AII Help Documents on the web page Viewing Translated Content From the Editor 1 From the uPerform editor open the content which has associated content 2 Select VIEW TASK PANE TRANSLATED DOCUMENTS Q The Translated Documents task pane opens to list all translated content for the displayed file Translations Click Sales udt uPerform Template tab control gt Spanish Spain Sales ES Click Sales udt uPerform Template tab control Saksak Perform Temptate on ED Document Simulation Screenfiow Ready connected Viewing Translated Content From the
101. Inc Appendix A Incorporating Info Pak Content stylesheet or omit the stylesheet For more information on end user website customizations refer to the companion manual ANCILE uPerform Administration Q After migration you will be prompted to view the log To view the log click Yes The check in log is stored in the following default locations In Windows XP C Documents and Settings username Application Data ANCILE uPerform Version X X Logs Checkin and in Windows Vista and Windows 7 C Users App Data Roaming ANCILE uPerform Version x x Logs Checkin Activities During Template Processing Before you can transform Info Pak documents and simulations you must update a uPerform template with Info Pak transformation settings Updating a template with transformation settings stores various Info Pak settings and if you choose to O Automatically generate the exercise section CJ Transform the procedure section O Transform procedure from simulation if a simulation is available O Section mapping used for transformation When template processing is complete you can open the template in the uPerform client to view the transformation settings under GENERAL gt INFO PAK SETTINGS These settings are not configurable within the uPerform template editor To make changes to the Info Pak transformation settings you must use the Migration Wizard A You must assign the template to the blank project you will use to transform Info Pak docume
102. LE provided script into the Service PreCanInvokeMethod method 13 Save the server script 14 Right click on the business service you created in Step 6 15 Select Edit Browser Scripts 16 Select eScript 17 Paste the code from the ANCILE provided uPerform Service PreInvokeMethod Browser txt script into the Server PreInvoke Method ANCILE Solutions Inc 319 Chapter 13 Setting Up Online Help 18 In the code pasted into the Server_PreInvoke Method replace URL from connection profile with the URL of the uPerform server specified in the connection profile for example http uperform company com gm 1 11 5343 csh 19 Save the browser script 20 Using Siebel Tools create a new command using the following values Field Description 21 Save the command 22 Create a new menu item for the menu project using the following values Field Description Caption Enter the string reference created in Step 4 Enter the command created in Step 20 Select the appropriate position 23 Save the menu project 24 Compile test and migrate the changes to the production environment 320 ANCILE Solutions Inc Chapter 13 Setting Up Online Help Configuring PeopleSoft 9 for Use with Context Sensitive Help Context sensitive help allows you to provide end users with quick and convenient access to help via an online performance support system End users request help from the uPerform server via a
103. Library 1 2 Click 959 in the uPerform server workspace Click on the project name Click Document Library Click Add Folder on the left menu Create a New Folder Location Document Library Name Description Complete the following information Field Description Enter the name of the folder Description Enter amplifying information about the folder and its contents Click OK Repeat Step 4 through Step 6 to create additional folders and subfolders at the desired locations 76 ANCILE Solutions Inc Chapter 5 Working With the Document Library Import a Document Library Structure If you have an existing document library structure in a system such as ARIS or SAP Solution Manager you can import this structure into a uPerform document library via an XML file to avoid losing or having to recreate the document library structure You can simply import the structure to uPerform and begin populating your project If you are working with double byte characters the file should be in UTF 8 double byte format To import a library structure your target project must have an empty recycle bin and an empty document library A project or system administrator can import a structure Importing a Document Library Structure 1 Create or open a blank project 2 Click Document Library 3 On the left pane click Import Document Library Q9 This option is disabled if the library contains content Ensure th
104. NCILE Solutions Inc Chapier 1 1 Using Author Templates The following diagram illustrates many of the basic uPerform procedural document elements that you can modify within the template uPerform Document Section Block xxxPhrasexxx Section Each block has atext style xxxPhras exxx Block xxxPhrasexxx The document has apage style Sections can be outputas publications ANCILE Solutions Inc 213 Chapter 11 Using Author Templates Managing Author Templates At the start of your project you should create a new template and specify your configuration settings Multiple templates can be used on a project The project selection determines the templates that are available to authors Each uPerform file is linked to a template via the template s unique 32 bit identifier Any author can create or modify a template but only authors with proper permissions can check the modified template into the uPerform server to make it available to other authors and administrators During creation and edit author templates are stored on your computer in the following locations O For Windows XP C Documents and Settings user name Application Data ANCILE uPerform Version X X templates O For Windows Vista and Windows 7 C User App Data Roaming ANCILE uPerform V ersionX X templates You can manage local templates directly through uPerform Author templates have a udt file
105. NCILE Solutions Inc Chapter 11 Using Author Templates Data Element Explanation Lesson Location The element used to specify the step page at which the learner terminated the SCO Also referred to as the SCO bookmark Suspend Data The element utilized to persist content specific information such as the pages steps the learner has viewed within the SCO This element is primarily utilized by uPerform courses Raw Score 0 100 The element utilized for specifying the score achieved by the learner within the SCO The value is based on the performance within the assessment mode of a simulation or within either an assessment or terminated branch with scoring enabled inserted into a course Min Score The minimum score a learner can achieve within alesson This value is currently always set to a value of 0 zero within published uPerform content Max Score The maximum score a learner can achieve within alesson This value is currently always set to a value of 100 within published uPerform content Scaled Score 0 10 The element utilized to specify the performance of a learner within the SCO that is scaled to fit with the range of 0 1 0 The value is based on the performance within the assessment mode of a simulation or within either an assessment or terminated branch with scoring enabled inserted into a course Session Time The time the learner has spent in the lesson during a given session Interactions The dat
106. Navigate to the data file and click Open Update a data file Select the data file to update and click Update Navigate to the updated data file and click Open Modity a data file Select a data file and click Modify Edit the file and select FILE SAVE Basic knowledge of HTML XSL and Java is required Optionally click Change Editor to specify a different data file editor Delete a custom data file Select the custom data file from the list and click Delete At the prompt click Yes You cannot delete the standard data files delivered with uPerform 5 Select FILE gt SAVE to save the template Specifying General Settings Languages 1 From the editor open the new template 2 Click General on the status bar 220 ANCILE Solutions Inc Chapter 11 Using Author Templates 3 Click Languages in the task pane Visible Language Bahasa Indonesia Indonesia magyar Magyarorsz g Nederlands Belgi Nederlands Nederland norsk bokmal Norge SSS s S S S S888 SI S IS amp SI ST SSS S S ST ST S SI T T ST ST S B48 BA 4 Perform one of the following options If You Want To Manually select languages to be Deselect Use server languages
107. OK to confirm 5 Click OK to delete A Deleting a workflow is not the same as stopping a workflow Deleted workflows cannot be recovered Documents using this workflow continue to be processed 152 ANCILE Solutions Inc Chapter 7 Using Workflow Viewing Workflow History Via the server workspace you can view a document s most recent workflow history so you can keep track of workflow events as they occur Events you can track include m OU OU ana l OU l OU Version Owner Modified Date Modified By Workflow Status Approval Setting Approved by Next Approver Workflow Start Date Workflow End Date Viewing the Workflow History 1 Navigate to the document cover page 9 2 Click Show Workflow History on the left menu 3 Review the following information The document cover page for uPerform content is located in the Translations area of the binder Field Description The version number for the document in workflow Version Owner Modified Date Modified By The name of the uPerform user who owns the document The last time the document was modified The name of the uPerform user who last modified the document ANCILE Solutions Inc 153 Chapter 7 Using Workflow Workflow Status The following values are available Approved Rejected and In Process Approval Setting Displays approved rejected status for the document Approved by If the document
108. Pak content library for example less than 100 documents you may want to transform your existing documents to uPerform and edit the content as necessary You would then use uPerform to create your website hierarchy manage glossary terms and publish content Going forward you would create all new content with uPerform O If you have a large Info Pak content library you may want to use the dual mode functionality to continue to use Info Pak to maintain your existing Info Pak documentation that does not require change Going forward you would create all new content in uPerform You would then publish legacy Info Pak content using Info Pak and publish uPerform content using the uPerform server Your end result is a unified website of Info Pak and uPerform content for your end users The following diagrams provide an overview of the Migration Wizard dual mode functionality and the transformation functionality Dual Mode Functionality on Info Pak I A Glossary e Info Pak Web Architect Info Pak Si Cortent Folder d on Network Updete ubli sh as needed sis e uPerformClient uPerform Documents uPerfonn Website uP erformServer ANCILE Solutions Inc 331 Appendix A Incorporating Info Pak Content Tranformation Functionality ME and Template Profile estination Folder 332 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content Installing and Unins
109. Perform content that has been translated from the original Translated content retains a link to the original In versions prior to 2 1 translated content was referred to as Associated Content uPerform Document The XML content produced by uPerform as a result of recording author actions in a target application includes the document simulation and screenflow views uPerform Editor The application used to create record and modify documents simulations and courses uPerform Server The application used to store manage and distribute documents simulation and courses User The consumer of final published content via online help or the website User Information Source Allows you to import and synchronize users into uPerform from an external data source View A way of displaying content to an author or user there are four views of uPerform content available document simulation screenflow and course Web Architect The name of an ANCILE Info Pak application Web Architect database information can be imported into uPerform to develop the initial website structure Website A collection of performance support materials such as procedures simulations and courses that are available to end users via a web browser Workspace The application interfaces available to authors and administrators to provide access to content creation and management functions ANCILE Solutions Inc 365 Glossary of Terms XML Extensible M
110. Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 9 Inthe Content area modify the text within the curly braces 10 Perform one or more of the following options If You Want To Modify the format of displayed block Highlight the text to be formatted text Click Format and select from the Edit Format or Justify options Insert an image table weblink orline Click Format and select from the Table or at the cursor location in the displayed Insert options block text Insert a phrase or standard document Click INSERT PHRASE or Standard property code at the cursor location in Code and select from the displayed list the displayed block text Determine where the block is used View the This item is used by the items below area 11 Optionally edit the source content of the block in the Source pane Q Basic knowledge of HTML XML and Java is required 12 Under Format select a style from the drop down list 13 Click the checkbox next to Visible to display the block in published documentation 14 Select FILE SAVE to save the template ANCILE Solutions Inc 275 Chapter 11 Using Author Templates Specifying New Template Settings Sections Specifying Sections 1 From the editor open the new template 2 Click Sections on the status bar gt x Name Configuration information Test Information ASAP BPP Exerc
111. Send Notifications Apply these settings to existing content with retention periods V ox cance ANCILE Solutions Inc 103 Chapter 5 Working With the Document Library 4 Complete the following fields Field Description Enable retention periods for this project Allows Administrator to implement a retention policy on the current project Number of days content is valid Sets the number of days until the actions that follow are triggered Delete Published Content Removes the expired published content from the accessible website Send Notifications Notifies the author and any subscribers to the document that the document has expired Apply these settings to existing content Updates project content with the updated with retention periods retention policy 5 Click Save Q uPerform server retention notifications are executed hourly Notifications will be triggered on the next available retention process after the content has expired That is content that expires on 6 June 2013 11 48AM will not have notifications sent until 12PM on 6 June 2013 rather than immediately 104 ANCILE Solutions Inc Chapter 5 Working With the Document Library Transaction Change Notifications uPerform allows system or project administrators to manually or automatically notify authors subscribers of changes to your enterprise application Administrators can enter a list of changed transaction codes iView IDs or scree
112. Server 1 Click amp sissis in the uPerform server workspace 2 Click on the project name 3 Click Document Library 96 ANCILE Solutions Inc Chapter 5 Working With the Document Library 4 Navigate to the folder containing the file with translated content 5 Click on the content name to go to the binder 6 Scroll to the Translations area of the screen to view the translated documents Translations English United States en US Sales Default Spanish Spain es_ES Sales ES 7T Click on the translated document hyperlink to view detailed information about the document Setting the Default Translation 1 Navigate to the binder that contains the translation 2 Click Set Default Translation in the left menu Set Default Translation Set the default translation for this document English United States en US M bil Seve Qc 3 Select the default translation from the drop down list 4 Click Save Enabling and Disabling Translated Content 1 Click iss in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Navigate to the folder containing the file with translated content ANCILE Solutions Inc 97 Chapter 5 Working With the Document Library 5 Click on the content name to go to the binder amp Sales uPerform Document Properties Last Modified 9 19 07 10 15 AM Last Modified By Cindy Brown Translations English United States
113. USER SUBJECT MATTER Consumes content EXPERT FEEDBACE Searches content Views help online por gt RO es iz AUTHOR ate D cid ad content ui STRIBUTE REVIEWER Organizes content ibrary 2 ANCILE Solutions Inc Chapter 1 Introduction About This Manual This manual provides details regarding the administration of content Information about the authoring of content is provided in the companion manual Creating Content with ANCILE uPerform Information about the technical administration of uPerform including server installation and configuration is provided in the companion manual ANCILE uPerform Administration Who Should Read This Manual This manual includes overview information and step by step procedures for administrators who manage documentation and training materials delivery to users Administrators have the following rights and responsibilities J Participate in an approval workflow for content Receive and evaluate feedback from other authors and users Create the document library and website hierarchies Create and manage user accounts Establish project wide settings such as workflow and template usage ga ud ud d Manage editing rights a system administrator has editing rights over the entire uPerform installation a project administrator has editing rights for one or more projects within the uPerform installation In addition this manual also ref
114. a User Account When you delete a user the following actions occur O The user status is changed to inactive and the user is no longer available from the address book C The user is removed from all discussions roles and groups and the user s subscriptions and notifications are deleted Click Administration on the left menu Click Users Roles and Groups in the Administration area Click Users in the Users Roles and Groups area Enter any part of the user s name into the search field Click Find Select the user from the list Click Delete on the left menu of the server workspace At the prompt click OK Recovering a User Account 1 2 Click Administration on the left menu Click Users Roles and Groups in the Administration area Click Users in the Users Roles and Groups area Click Deleted Users on the left menu Select the name of the deleted user Click Recover User on the left menu Q Recovered users are not added back into roles nor are they resubscribed to discussions or notifications ANCILE Solutions Inc 35 Chapter 4 Managing Users Roles and Groups Responding to a Request for a User Account An anonymous user can request an account This request sends a message to the Help Desk on the server The administrator can act on this request to create an account To expedite the processing of these account requests the administrator should subscribe to the Help Desk folder 1 C
115. a related to the questions steps within an assessment The value is based on the performance within the assessment mode of a simulation or an assessment inserted into a course Interaction ID The unique identifier of the interaction Interaction Time A timestamp at which the interaction was completed Interaction Type The type of the interaction Interaction Correct Response The correct answer for the interaction Interaction Student Response The learner s response to the interaction Interaction Result The success outcome correct or incorrect wrong Interaction Description The description of the ANCILE Solutions Inc 265 Chapter 11 Using Author Templates Data Element Explanation interaction utilized to persist the question stem in uPerform In the case of SCORM 1 2 this is a custom data model element that is utilized by ANCILE uLearn Specifying New Template Settings Styles Specifying Styles 1 From the editor open the new template 2 Click Styles on the status bar Gores Propert Phim Publesbons nr Docks Sectone Rendy 3 Perform one of the following options if You Want To Enable the use of language specific Select Enable Language Specific Style Fonts fonts and go to Step 4 Disable the use of language specific Deselect Enable Language Specific Style fonts Fonts and go to Step 7 266 ANCILE Solutions Inc Chapter 11 Using Author Templates
116. ample Sections Select Show Example Sections to display the example sections Hide Empty Example Select Hide Empty Example Sections to hide Sections empty example sections Show Example Sections must be selected in order to enable this option Mirror Margins Select Mirror Margins to create booklet style double sided pages for PDF and Word outputs Publish Exercise Answers Select Publish Exercise Answers to publish exercise answers Insert a page break before Select Insert a page break before each screen shot each screen shot to insert a break before screen shots Screen Select minimum and maximum screen heights and widths Select Show callouts to display callouts Q Callouts will only display in publications containing screen captures The font font size and line thickness of the callout is not configurable 236 ANCILE Solutions Inc Chapter 11 Using Author Templates Field Description Margins Select the unit of measurement and specify the margins for the top bottom left and right pages Page Size Select common size unit of measurement and specify the height and width 5 Select FILE gt SAVE to save the template Default Publication Settings Simulation General Settings 1 2 From the editor open the new template Click Publications on the status bar Select Simulation under Default Publication Settings in the task pane Select Simulation General Settings from the drop dow
117. and simulations Outbox Specify the location to which the new uPerform documents will be saved ANCILE Solutions Inc 357 Appendix A Incorporating Info Pak Content 12 Click Next Migration Wizard Transformation vy Migration Step 5 Summary Please review the follow data before completing the migration Click Start when ready to begin Perform Server https phtest wduperform com uPerform Template Becky Migration Template udt Inbox C Documents and Settings cbrown My Documents InfoPak parent Outbox C Documents and Settings cbrown My Documents 13 Click Start to begin the transformation process 14 If prompted click Yes to close all instances of Microsoft Word Q The transformation progress screen displays the status of the process To cancel the process click Cancel Stopping the process applies to the current document but does not undo documents that were already transformed A confirmation message is displayed at the end of the transformation run From this message you can access a log of transformation activities during the run 15 Browse to the outbox location you specified for your uPerform documents to review and edit the documents with the editor Q When the transformation process is complete you will be prompted to view the transformation log To view the log click Yes The transformation Log is stored in the default locations In Windows XP C Documents and Settings usernam
118. ansformation log ANCILE Solutions Inc 351 Appendix A Incorporating Info Pak Content Reviewing the Migration Results In uPerform migrated Info Pak documents are displayed with a unique icon In addition the Info Pak document titles include the associated document type within uPerform Invoicing Cancel PO Invoice Document Parent Document Cancel Single or Collective Invoice Parent Document The document type displayed after the title is based on the DocType Name property of the original Info Pak document The Migration Wizard automatically verifies content from the uPerform server workspace Running content verification activates the Info Pak child output on the uPerform server Q This process may take several minutes after the migration is complete Optionally if you want to execute content verification on a regular basis use Microsoft Windows Task Scheduler to setup a task on the server to periodically execute the ContentVerification exe file Refer to the ANCILE uPerform Administration user manual for instructions on creating tasks on the server After migration is complete perform the following quality assurance and configuration tasks O Review the document check in log generated if you have checked documents into uPerform This log is located in the following default locations In Windows XP C Documents and Settings Your Username VApplication Data ANCILE uPerform Version X X Logs Batch
119. arkup Language the source format of uPerform content XSL Extensible Stylesheet Language the file used to control the format of the content displayed in an XML file 366 ANCILE Solutions Inc Index A accepting 179 suggestions 179 suggestions to become new definition 180 suggestions to replace definition 179 accessing 15 product support center 15 account 13 editing 13 managing 13 account information 13 editing 13 adding 31 85 87 113 116 118 119 129 135 173 181 content from server 129 content to website 118 context to a folder 116 definitions 173 document library 76 document to publish queue 129 LMS 135 managed documents 85 synonym 181 terms 173 user account 31 web documents 87 advanced search 19 20 anonymous access 72 approving documents 149 assigning 32 69 115 137 context 115 project to LMS 137 template to a project 69 user to project 32 author 147 receiving notifications 147 author account 302 Oracle 302 304 325 author discussion 157 viewing 157 author template 211 creating 214 manage locally 216 open 215 properties 224 settings 216 B binder 79 80 view 80 browsing 79 126 document library 79 glossary 169 website 126 built in properties 224 C changing owner 89 documents 89 checking in 94 translations 94 collaboration 156 configuration 127 publishing from server
120. ate User iView may be configured differently for Super Administrators and Content Administrators Therefore it is important to note the specific role s in which an iView portal page is to be modified If more than one role applies then the iView portal page must be edited for all roles 3 Locate the Property Editor panel to the right of the editing area 4 Inthe Property Category list select Show All 5 In the list of properties scroll to the URL to Help Topic property 308 ANCILE Solutions Inc Chapter 13 Setting Up Online Help 6 7 Enter the connection profile URL Click Save Setting the Help URL Using the PCD Inspector T 2 10 11 12 13 14 15 Log into SAP Enterprise Portal with Content Administrator permission From the Portal s top menu click System Administration From the System Administration page click Support From the Support page Top Level Areas list click Portal Content Directory In the Test and Configuration Tools list click PCD Inspector You may see warnings at this point confirm these warnings and continue From the PCD Inspector browser check the box next to portal content Click Browse Into Repeat Step 6 7 as necessary until you reach the desired 1View portal page Select the checkbox next to the desired portal page and click PropEditor This will open a new browser window for the PCD Generic Layer Property Editor Click Switch to PCM Fro
121. ate an existing custom property Select a custom property from the Task pane and click Duplicate Select a language from the drop down list Enter a name Click OK Go to Step 5 Delete the selected property Select a custom property from the Task pane and click Delete Click Yes Go to Step 5 Move the property earlier or later in the Select a custom property from the Task pane and list click Move Up or Move Down one or more times as needed 226 ANCILE Solutions Inc Chapter 11 Using Author Templates 5 Select the custom property from the Task Pane 6 Click Modify 7 Perform one of the following options Q Based on the item selected some options may not display If You Want To Make the property visible to authors Check the Visible checkbox Make the property translatable Check the Translatable checkbox This option is only available if the Visible checkbox is checked and there are no values assigned to the property Add values to the property Click Add Enter a value Click OK Modify values to the property Select a value Click Modify Edit the text Click OK Delete values to the property Select a value Click Delete Click Yes Move the value Select a value Click Move Up or Move Down one or more times as needed 8 Click Select Phrase 9 Perform one of the following options If You Want To Add a custom phrase Click Add Select a language from the left Enter the text in
122. ates If You Want To Then Move the section later in the list Click Move Down one or more times as needed Delete a section Select the section Click Delete You cannot delete standard publications 9 Review the publication type in the Type field Q The Type field is not configurable 10 Enter a format name in the Name field 11 Perform one of the following options If You Want To Use default publication settings Select the checkbox next to Use Default Publication Settings Create custom publication settings Deselect the checkbox next to Use Default Publication Settings Click a publication setting under the selected publication type For more information refer to Setting Default Publication Settings 12 Select FILE SAVE to save the template 232 ANCILE Solutions Inc Chapter 11 Using Author Templates Duplicating Deleting and Moving Publication Types 1 From the editor open the new template 2 Click Publications on the status bar Manage All Publications Enabled Sequence Name ASAP BPP Cue Card Configuration Information Course Course Package Cue Card Exercise Data Sheet Guided Help Quick Reference Flow Quick Reference Step gaga HA ar 4 d j Sj IS amp S SI SI SI S S S S S ST S TS ca Gen
123. ation Assigning a User to a Project Role Q The minimal uPerform role you should assign to a user interacting with the server from the client is Author This ensures the user will have access to server functionality associated with creating content 1 Click Projects on the upper left 2 Select the project to which the user will be added 32 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups 3 Click Edit Properties on the left menu Edit General Properties Name HR Proje Description Wi Add Multiple Languages Y Project Roles End Users There are no end users currently assigned to this project Qai Authors There are no authors currently assigned to this project 3 edit Administrators There are no administrators currently assigned to this project a Edit Project Settings 4 Click Edit below the role to which the user will be assigned 5 Perform one of the following options Assign project roles manually Click uPerform Users Click All Users Perform a search or click on the first letter of the last name of the desired user select the user name and click Add Selected Assign a group of users to the Click uPerform Groups end user role Click the checkbox next to the group s you want to assign to the project role 6 Click OK 7 Click Save Finding a User 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administra
124. ation policies such as special characters spaces and domains O Sync a specific segment of a user base in a directory or file source via a filter and assign users to groups within uPerform Four steps are required for synchronizing users O Create the user information source which is a connection to a user store The user source can be an LDAP compliant directory server such as Microsoft Active Directory or a well formed XML file Multiple user information sources can be created to allow you to import users into uPerform from different locations Refer to the ANCILE uPerform Technical Specifications for a complete list of the supported directory servers O Create the filter which allows you to retrieve a specific set of users from the user information source and assign the users to a content group Filters for a directory server are LDAP queries filters for XML user sources are XPath queries Multiple filters can be created for each user information source CJ Assign the filter to a group which allows you to assign access to content within uPerform If a filter is not assigned to a group new users will not be imported to uPerform and any existing users will be deactivated in uPerform if they are not included within any other filters If you are not utilizing group based filtering the filter must be assigned to the All Users group O Run the synchronization from the user information source filter or groups page Alternatively th
125. attern Interaction Student Response cmi interactions n student_response Interaction Result cmi interactions n result Interaction Description rwd interactions n description SCORM 2004 Completion Status cmi completion_status Success Status cmi success_status Lesson Location cmi location Suspend Data cmi suspend_data Raw Score cmi score raw Min Score cmi score min Max Score cmi score max Scaled Score cmi score scaled Session Time cmi session_time Interactions cmi interactions Interaction ID cmi interactions n id Interaction Type cmi interactions n type Interaction Correct Response cmi interactions n correct responses n pattern Interaction Student Response cmi interactions n student response Interaction Result cmi interactions n result Interaction Description cmi interactions n description AICC Lesson Location Core Lesson Status Lesson Status Core Lesson Location Suspend Data Core Lesson Raw Score Core Score Session Time Core Time The following table explains the Data Elements Data Element Explanation Lesson Status Element utilized to specify the completion status of the SCO completed incomplete This element can also be utilized to specify the mastery success of the SCO passed failed Completion Status Element utilized to specify the completion status of the SCO completed incomplete The element utilized to specify the mastery of the 264 A
126. automatically publish content when the workflow is completed or 3 the content is updated from the Glossary when the option is enabled For detailed information on creating a regular publishing task refer to the ANCILE uPerform Administration user manual For detailed information on using workflow functionality refer to Using Workflow on page 143 Via the publish queue you can also immediately process one or more documents For complete details on the publish queue refer to Viewing the Publish Queue and History on page 130 Adding a Document or Folder to the Publish Queue The following procedure applies to uPerform managed and web documents and can be performed by the publishing administrator 1 Click siss in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Perform one of the following If You Want To Add a folder to the publish queue Navigate to the folder that you want to publish Add a document to the publish queue Navigate to the folder in which the document is located Click on the document to be added to the queue 5 Click Add to Publish Queue on the left menu 6 Click OK at the confirmation prompt g If you update a definition in the Glossary content associated with the definition that has been previously approved via workflow and published will be automatically sent back to the publishing queue This allows you to republish the content with the updated def
127. background user interface color and player primary and secondary colors from the drop down list These colors will display in the published course output Text Colors Select primary and secondary and link text colors from the drop down list These colors will display in the published course output Q Optionally specify custom colors by clicking Select to the right of list 7 Select from the following options Enable Transitions Enables a smooth animated transition from slide to slide Reuse existing window Uses the same window when an external link is launched from the course Hide audio bar when audio is Hides the audio bar when audio is not present not present Only display one popup ata If selected only one popup is displayed at any one i time Allow user to give up and fail Allows the user to quit and fail an assessment assessment simulations Base progress on current Shows percent complete based on where the user is location in the course Base progress on percentage Shows percent complete based on how much of the course a user has completed 256 ANCILE Solutions Inc Chapter 11 Using Author Templates Field Description Allow Image Zooming Specifies if image zooming is allowed and if it is the default setting Do not resize Opens the course in the current window size Screen Choose the width and height for the course display BEEN isn te the browser window Logo S
128. ble from your Info Pak simulation A Transform Procedure Section must be enabled to use this option To transform an Info Pak procedure section from the simulation the Info Pak simulation must be in the same directory as the parent document and the file name must be the same Simulations stored in other directories will not be transformed with the parent document 344 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content 21 Click Next Migration Wizard Migration Migration Step 8 Section Mapping Specify how the Info Pak document sections will be mapped to uPerform document sections uPerform Sections Configuration Information Configuration Information Exercise Data Sheet Exercise Data Sheet Result Result Test Information Test Information Overview Purpose 22 Click on a section in the Info Pak Sections window 23 Drag and drop the section on the corresponding section in the uPerform Sections window 24 Review the mapped sections to ensure they are correct A The Info Pak Overview section has been renamed Purpose in uPerform The procedure section is not included in the mapping options because the Migration Wizard will automatically create this section during transformation Q A section can only be mapped to one other section Each section has a corresponding color to easily identify the mapping after the drag and drop operation The result of the mapping is displayed
129. bling anonymous access refer to Specifying Project Settings on page 72 7 Enter a name and description for the required languages in your environment g From this screen you can also disable multiple language support 8 Click Save Editing the Displayed uPerform Server Name Q Editing the displayed uPerform server name allows you to customize what your end users authors and administrators will see when they log onto the uPerform server 1 Click sissi 2 Click Edit Properties on the left menu Edit General Properties Name AcmeCorp_Perform Description This s with 3 Edit the following fields Field Description Name Edit the name for the uPerform server Enter or edit the description of the uPerform server 4 Click Save 68 ANCILE Solutions Inc Chapter 5 Working With the Document Library Working with Templates uPerform server offers several options when working with templates O Assign a template to a project Version a template o Roll back to a previous version o Republish documents from an updated template Assigning a Template to a Project 1 2 Click Administration on the left menu Click Server Administration in the Administration area Click uPerform Templates in the Server Administration area Click on the name of the template to be assigned to the project Click Assign Template on the left menu Select the checkbox next to the desired p
130. blish this document when the workflow process finishes approval group option only v Allow approvers with Editor rights to replace the document or add new versions during the approval process bil Save EQ cancel 3 Select one of the following options to specify approvers Use selected approval group To use a predefined workflow select the name Use individual approvers To create an ad hoc list of reviewers click added below uPerform Users and select the users Use the up and down arrows to set the sequence of reviewers in the approval process This option always displays for an administrator This option displays for an author only if the project administrator has enabled ad hoc workflow functionality on the project 4 To publish the document when the predefined or ad hoc workflow process is complete select the Automatically publish this document when the workflow process finishes approval group option only checkbox 5 To enable versioning in workflow select the Allow approvers with Editor rights to replace the document or add new versions during the approval process checkbox 6 Click Save 7T Click OK on the confirmation page 146 ANCILE Solutions Inc Chapter 7 Using Workflow Using Workflow Notifications The uPerform workflow functionality includes email notifications to inform reviewers of workflow tasks and to inform authors when the workflow has been completed These
131. c 15 Chapter 2 Getting Started Exiting You do not need to logout of the uPerform server However if you have multiple uPerform web browser windows open closing a single browser window only ends the session for that window You must close all open instances of your supported web browser in order to log out of the uPerform server 16 ANCILE Solutions Inc Chapter 3 Exploring the Server Workspace The ANCILE uPerform server workspace is available to both authors and administrators via a supported web browser Chapter 3 Exploring the Server Workspace Introduction to the uPerform Server Workspace The server workspace allows authors to O Manage personal account information O Create favorites and subscribe to content O Review and approve a list of content within a workflow O Create and participate in workflow CJ Participate in collaboration discussions CJ Assign content to website contexts In addition the following specific administrator functionality is provided O Create and update projects document libraries and websites O Import a document library structure O Create and manage users roles and groups O Configure glossary and publishing settings O Create and manage workflows O Configure settings for a Learning Management System LMS to be used in conjunction with eLearning courses O Generate reports Administrators can also customize the end user website For more information refe
132. ck Browse and navigate to the file you want to import Definition Conflict From the drop down list select Replace Existing Resolution Definitions Add As Suggestion or Skip Definition 7 Click Save Viewing and Deleting the Imported Glossary or Translation 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administration area 4 Click Import on the left menu LJ Import Actions Import Name Type Date Started Status Acme Glossary Import Definitions 3 16 08 1 08 PM Details Delete Acme Translations Import Translations 9 16 08 1 09 PM Details Delete 5 Perform one of the following options If You Want To View the imported glossary or Click Details translation details Delete an imported glossary or Click Delete translation Q You can only delete an imported glossary or translation once the import process is complete Exporting a Glossary 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area ANCILE Solutions Inc 193 Chapter 9 Working with the Glossary 3 Click Glossary in the Server Administration area 4 Click Export on the left menu 5 Click Export Glossary on the left menu Export Glossary Export Name Source Language English United States s v Export Default Language
133. ckbox to display the Steps window to users during simulation playback Select the height of the published step window Select the width of the published step window Dock on startup Select Dock on startup checkbox to set the dock position on startup Select a dock position of right or left 12 For Action Defaults complete the following fields Field Description Border color Select the color of the hotspot border Optionally specify custom colors by clicking Select to the right of the color drop down list Select the size of the hotspot border Flashing Select the checkbox next to Flashing to enable flashing hotspots 13 Select FILE gt SAVE to save the template Q For more information on simulation output modes refer to Viewing Simulations in the companion manual Creating Content with ANCILE uPerform Default Publication Settings Simulation User Interface Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Simulation under Default Publication Settings in the task pane 240 ANCILE Solutions Inc Chapter 11 Using Author Templates 4 Select Simulation User Interface Settings from the drop down list Sendaton Pian Satira Seruttton User interface Settings Sure Default Preview 5 Select a skin from the Skins drop down list Q A preview of the skin selection will display in the Preview window 6 Complete the
134. cked into uPerform except as part of a zip file for an Info Pak document Info Pak documents that were not imported into Web Architect will not be included in the uPerform document library structure However the Migration Wizard will still detect these files if they are in the parent folder and will upload them directly to the root of the project You must use uPerform to move these files to the correct location in the document library Prior to executing the migration review the following important points regarding checking Info Pak content into uPerform CJ Only Info Pak content published to a filename can be migrated If you are publishing Info Pak content to ID or ID filename this content cannot be migrated O Documents can only be checked into each uPerform server once If you check documents into the document library of a different project on the server the migration process will simply increment the version of the documents in the original document library A global cascading stylesheet CSS file is used to control the appearance of Info Pak documents on the uPerform website This css file is stored on the uPerform application server at WWW RWDtPerform01 style If you made customizations to your Info Pak stylesheet content css you must repeat those customizations in the InfoPakContent css file All Info Pak documents linked to from uPerform will use the InfoPakContent css you cannot specify a local 336 ANCILE Solutions
135. content development delivery and management environment From recording and editing functionality through secure check in check out workflow and website deployment ANCILE uPerform expedites your development and delivery of training materials Chapier 1 Introduction What is ANCILE uPerform The ANCILE uPerform application is a content development and delivery tool designed to enable authors and administrators to create manage and distribute documents simulations and eLearning courses Specifically ANCILE uPerform allows authors and content administrators to O Create edit and manage content O Collaborate within the authoring team to review content and share information CJ Incorporate content in an electronic performance support system EPSS website and online help CJ Solicit and receive feedback from users C Deliver content personalization features such as subscriptions and favorites to authors and users To manage content authors and administrators can leverage check in checkout versioning workflow and collaboration functionality Users can access content via a standard web browser or mobile device provide feedback to authors and collaborate with other users to share knowledge The ANCILE uPerform application consists of two parts O Editor used to record create and edit content J Server used to configure and manage the document library website glossary and workflow functionality END
136. created in the Portal Content Studio Because identifiers are unique they can be used as reliable links between an iView portal page and its related help content To link an iView or portal page to help content the iView portal page ID must be included in the properties of the applicable uPerform document s To allow authors to easily locate an iView portal page s ID the Details option must be enabled An author can determine the iView portal page ID via its details window by selecting the Details option within SAP EP This will display a new browser window containing the Portal Component and Object ID The Object ID is a string of alphanumeric characters You may choose to use the entire Object ID as the iView portal page ID or simply use the segment of the Object ID that follows the last divider Including the iView Portal Page ID in Documents ANCILE uPerform allows the author to populate properties within the document The uPerform server uses these properties to produce search results For transaction based SAP procedures the author can specify the SAP transaction code s to which the document applies The author can specify an iView portal page ID instead of a transaction code uPerform provide a Properties window for populating the Transaction Code s property within the document ANCILE Solutions Inc 307 Chapter 13 Setting Up Online Help Setting the Help URL for an iView Portal Page The URL to Help Topic propert
137. ct Course Page Settings from the drop down list 5 Complete the following fields Field Description O Mirror Margins Select Mirror Margins to create booklet style double sided pages for PDF and Word publication Show audio transcript Select Show audio transcript to display the audio transcript in published courses Show assessment section Select Show assessment section to display the assessment section in a published course Show answers Select Show answers to display assessment answers Show course links Select Show course links to display links when you publish a course to Word or PDF format 260 ANCILE Solutions Inc Chapter 11 Using Author Templates 6 Complete the following fields Field Description Select Course Header Student Guide Header Header Course Footer Student Guide Footer or Footer from the drop down list to select the header Footer Select Course Footer Student Guide Footer Footer Course Header Student Guide Header or Header from the drop down list to select the footer Margins Specify margins for Top Bottom Left and Right Optionally select the unit of measurement from the Unit drop down box Page Size Specify the common sizes height width and unit of measurement 7 Select FILE gt SAVE to save the template Default Publication Settings Course Mobile Device Settings 1 From the editor open the new template 2 Click Publications on the status bar
138. d relate the search will also find documents emails discussion topics and folders with the word related In addition skip links are available when a screen reader is being used in conjunction with uPerform or when you are using keyboard navigation Skip links allow you to skip to the main content on the page or to the left menu ANCILE Solutions Inc 19 Chapter 3 Exploring the Server Workspace Executing a Search The following is a partial list of the file formats indexed by uPerform g m g m g Microsoft Office formats Adobe Acrobat pdf format HTML formats including htm and html XML formats including xml xsd and xsl ASCII txt format Exact match searches must be enclosed in quotation marks For example Entering a timesheet In addition you can search for content containing Boolean operators such as AND OR and NOT In Boolean searches phrases with spaces must be contained in parentheses For Example transaction code AND last modified A An exact match search search text enclosed in quotations marks and a Boolean search search text with boolean keywords AND NOT OR cannot be executed at the same time A single search can only be an exact match or a Boolean search 1 Perform one of the following options If You Want To Perform a basic search In the top banner enter a word or words in the Search textbox Click Go to display the Search Results window Go
139. d Groups 4 Select the folder that contains the group filter you want to delete 5 Select the content for which you would like to delete a group filter 6 Click Assign Group Filter in the left navigation bar Assign Group Filter Please drag the documents on the right to the group name it should be assigned to on the left Documents can be assigned to multiple groups but each group can only have one document assignment Content Groups Related Documents El Acme Corporation All Users Sales Timesheet Administrative Group HR Group Sales Group Sales Timesheet Save C3 cancel 7 Scroll over the name of the content in the Content Groups list Content Groups E Acme Corporation All Users Administrative Group HR Group Sales Group Sales Timesheet Delete J Save 3 cancel 8 Click Delete 9 Click Save 62 ANCILE Solutions Inc Chapter 5 Working With the Document Library Folders and content are stored in the document library on the ANCILE uPerform server The document library allows the administrator to establish a meaningful folder hierarchy within a project Authors in turn check content into these folders From the document library authors and administrators can view document properties add managed documents and view document context and version history The document library also provides centralized storage of all discussions 63 Chapter 5 Working With the Document Library
140. d down arrow buttons to re order the list of properties in the Properties Selected list A You must select at least one property ANCILE Solutions Inc 343 Appendix A Incorporating Info Pak Content 18 Optionally click Preview to view the document library 19 Click Next Migration Wizard Migration Migration Step 7 Transformation Settings Specify how the Info Pak documents will be transformed into uPerform documents Automatically Generate Exercise Section Transform Procedure Section v Transform Procedure from Simulation if available 20 Complete the following Q These settings will update your template with the necessary Info Pak properties and allow you to map sections for transformation Field Description 00 0 Automatically Generate Select this option to automatically update the Exercise Section exercise section in the uPerform document after transformation Transform Procedure Section Select this option to transform the procedure section from your Info Pak document into a uPerform document This option determines if the procedure section in the new uPerform document should be populated based on the Info A Pak simulation or document If this option is disabled new uPerform documents will not contain any content in the procedure section Transform Procedure from Select this option to transform the procedure section Simulation if availa
141. d from every website it is linked to Please make sure that you are not accidentally deleting linked Info Pak content Note About Retrieving Deleted Content Throughout the uPerform System there is options to remove items While inside a project deleted items are sent to a project level recycle bin This type of functionality does not exist for deleting projects There is no Recycle Bin for projects There is no option method or way to restore any information deleted during this process While methods for deleted content may exist all information will be removed from the server in ALL forms This includes published content Are you sure you will NEVER need to restore this project or any of its data Time Considerations Due to the size and complexity of projects the removal process may take several minutes to complete Also to prevent any errors completing the delete please ensure the following Are there any users currently accessing project content gt Are there any items currently in the Publishing Queue If you answer yes to any of those questions you should not delete v Delete it already 3 Cancel Click Delete it already ANCILE Solutions Inc 75 Chapter 5 Working With the Document Library Populating the Document Library After you have created the project you are ready to create and populate or import the document library with a folder hierarchy Manually Adding a Folder to the Document
142. data is not imported from a directory server Creating a Group 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click Groups under Users Roles and Groups 58 Groups Click on a content group to add edit or delete a group Content Groups ELANCILE uPerform Workspace 4 40 0 11 All Users Bl Group 2 ANCILE Solutions Inc 55 Chapter 4 Managing Users Roles and Groups 4 Click on the root group in the tree view Q You can create a subgroup by clicking on any group within the tree view 5g Groups Click on a content group to add edit or delete a group Content Groups Selected Group EJ ANCILE uPerform Workspace 4 40 0 11 All Users Name Group 1 E Description Group 2 Users o Groups o Applied Filters add T Edit ge Delete i view users 5 Click Add Edit Content Group Location ANCILE uPerform Workspace 4 40 0 11 All Users e Name Group 1 Description Manual Users Applied Filters M ox cance 6 Complete the following fields Field Description Name Enter a name for the group Description Enter a description for the group T To add users to the group click uPerform Users 8 Click All Users 9 Click on the letter of the last name s of or search for the user s you want to add to the group 10 Select the user s from the list 11 Click Add Selected 12 Click OK 56 ANCILE Solutio
143. ders you have created Assign Website Context to Human Resources EFE e Website Expand All Human Resources Current Contexts No contexts have been selected Z Save EJ cancel 6 Perform one of the following options If You Want To Expand all items in the tree view Click Expand All Collapse all items in the tree view Click Collapse All 7 Click to the left of the folder name to navigate to the desired folder s 8 Click the checkbox to the left of one or more folders to create contexts in the website folder s 9 Click Save amp HR Timesheets uPerform Binder Properties Last Modified 3 24 08 2 20 PM Last Modified By John Doe Translations English United States en US amp Time French France fr FR HR Time Group Assignments No group filters applied Document Library Context RWD uPerform Workspace gt Acme ERP gt Document Library gt HR Timesheets lorkspace gt Acme ERP gt Website gt HR Timeshe Related Documents 10 Repeat Step 4 through Step 9 to create additional context links from documents and document library folders to website folders 116 ANCILE Solutions Inc Chapter 6 Working With the Website Viewing Website Context 1 2 Click esissts in the uPerform server workspace Click on the project name Click Document Library Navigate to the folder or document for which you would like to view the context
144. e Application Data ANCILE Migration Wizard Version X X Logs Transformation and in Windows Vista and Windows 7 C Users App Data Roaming ANCILE Migration Wizard VersionX X Logs Transformation 16 Edit the document s using the procedures and information found in Reviewing and Editing Transformed Info Pak Documents see Reviewing and Editing Transformed Documents and Simulations on page 360 358 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content Transforming a Single Info Pak Document or Simulation Q You can transform a single Info Pak document or simulation using the uPerform client Single document transformation can be performed in connected or disconnected mode If you are working in disconnected mode ensure you have a local template containing Info Pak transformation properties Q For information on best practices in planning and executing the transformation refer to the Transitioning from ANCILE Info Pak to ANCILE uPerform white paper on the ANCILE Product Support Center at https products ancile com 1 Open the uPerform client 2 Select FILE gt OPEN 3 Change File of types to Info Pak Document or Info Pak Simulation 4 Navigate to the Info Pak file 5 Click OK 6 Select a template from the list Q Only those templates containing Info Pak properties needed to perform a transformation are displayed For more information refer to Migrating Info Pak Documents to the uPerform Document Lib
145. e Languages Click Add Multiple Languages Enable multi language Select a default language from the drop down list support to set a name and This language will be displayed if the name or description of the website description in the end user s language is not folder for any of the available supported languages This Click Enable language specific name and description will display based on the language preference set in the end user s account Go to Step 7 Language Filter Select Filtered to display the content in the end user s language or Select a language from the drop down list to display content only in the selected language Go to Step 8 114 ANCILE Solutions Inc Chapter 6 Working With the Website 7 As needed enter a name and description for the languages listed Q From this screen you can also disable multiple language support 8 Click Save Deleting a Website Folder 1 Click sissies in the uPerform server workspace 2 Click on the project name 3 Click Website 4 Navigate to the desired folder 5 Click Delete Folder on the left menu A Deleting a folder will send the folder to the recycle bin The documents will remain in the document library folder For detailed information on managing the recycle bin refer to Managing the Recycle Bin on page 108 6 Click OK at the confirmation prompt Assigning a Website Context to Document Library Content When you assign a website con
146. e Messages on the left menu To delete 1 Which items to remove select or unselect all Page 2 Correction 2 Confirm Removing the selected items will remove them from this Author Discussion If items are present in other contexts as indicated by then they will continue to exist in those other contexts Removing folders vill delete all of their items if they exist in a single context as will removing messages with attachments or other objects with items under them V ex cance 5 Select the checkbox es of the message s to delete or optionally click Select All 6 Click OK to confirm your selection s 7 Click OK to delete your selection s 162 ANCILE Solutions Inc Chapter 8 Collaborating on Content Using the Tell Others Feature You can use the Tell Others feature to send an email containing a link to a particular object within the uPerform server A Tell Others link can be sent to one or more uPerform users The email message you send is customizable and contains a link to the item of interest to provide quick and easy access Creating a Tell Others Notification 1 Go to the document cover page in the server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 2 Click Tell Others on the left menu Tell Others To separate multiple email addresses with commas An email mess Perom Copy yourself
147. e are able to intercept and redirect help calls made from this Help link Q Refer to the appropriate instructions and SAP Note s for changing JavaScript files via the ABAP Workbench To modify the Workplace Integration API 1 Loginto the appropriate SAP System using SAP GUI 2 Open the ABAP Workbench Object Navigator using transaction SE80 3 In the Object Navigator select the Internet Service BBPGLOBAL The Web Application Builder is started 4 Select WPINTEGRATION JS from the Mime Objects located under the BBPGLOBAL item in the Object list ANCILE Solutions Inc 311 Chapter 13 Setting Up Online Help 5 Right click WPINTEGRATION JS and select Change 6 If prompted click the green check T If prompted click Maint in logon lang 8 Click Save As Local File 9 Create a backup copy of the wpintegration js file e g wpintegration js bak on your local computer 10 In the Web Application Builder scroll to the bottom of the wpintegration js file 11 Append the Help Launchpad code supplement to the end of the wpintegration js file 12 In the code supplement locate and edit the following fields Field Description HELP SERVER LOCATION Eneter the connection profile URL HELP FALLBACK LOCATION Location of the fallback help in case a scripting error occurs during context sensitive help Q The fallback help does not automatically redirect the user to a given website when there is a help page that
148. e checkbox es nest to the item s you want to delete 7T Click OK ANCILE Solutions Inc 109 Chapter 6 Working With the Website In addition to the document library view of content on the ANCILE uPerform server there is also a website view of content This view allows you to organize help content in a meaningful way for your end users Publishing is also an important part of working with the website Publishing allows you to display final content on the website as well as publish courses to a Learning Management System LMS 111 Chapter 6 Working With the Website Introduction to the Website The document library is structured in a logical fashion for your authors For example your document library might be organized by enterprise module However your end users might find it easier to locate content stored by function or role for example sales order processing or sales clerk The website view in uPerform allows you to establish this user friendly organization of content and addresses the question What s the best way for end users to locate on the job help uPerform provides two methods for creating a website hierarchy CJ Building the website via context assignment This method allows you to manually populate the website by assigning context to document library content This method is well suited for a small end user population and a small number of documents O Building the website via dynamic website f
149. e help will display Height The height of the browser window in which the help will display Location The location of the browser window in which the help will display This option allows the browser window containing help to display on top of all open applications This Stay On Top IE Only 8 Click Edit Settings option is available only for use with Internet Explorer Edit Settings Name Orade 12 Con Description Application Orade 12 Base Help URL http a korapp dev4000 rwdtech com 8001 OA_HTML v Browser Settings Width 40 Height 80 Location Right v Stay On Top IE Only M Seve cance 9 Edit review the following fields Field Description Enter the name of the connection profile Description Application Enter details describing the profile Select the application from the drop down list 300 ANCILE Solutions Inc Chapter 13 Setting Up Online Help Field Description Base Help URL Search Method Enter the URL of the help provided by the application Example http servername path This option is available only for the Web application Select Transaction Code to search by transaction code Full Text All Words to search to return results based on properties or Full Text Any Words to search to return results based on properties as well as words provided in the document Width Set the width of the b
150. e in order to have the web document display on the website This final step in the development process allows you to maintain access control to your web documents Web documents are immediately displayed on the website after being added to the publish queue Enabling Conversion Types for uPerform and Managed Documents 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area ANCILE Solutions Inc 127 Chapter 6 Working With the Website 3 Click Publishing in the Server Administration area 7 Publishing Configuration These configuration settings control the available published output formats for all documents published on the server uPerform Course wj PDF V HTML V Word uPerform Document y PDF V Simulation V HTML y PPT V Word Word Documents doc y PDF V Source y HTML Word Documents docx y PoF V Source y HTML Excel Documents xls y PDF V Source Excel Documents xIsx yj PDF V Source PowerPoint Documents ppt y PDF V Source PowerPoint Documents pptx Source 4 Select one or more of the following conversion types to enable Q You must have at least one conversion type selected in order to publish content Field Description Enable a uPerform course to Select the checkbox es in the uPerform Course area convert to PDF HTML or to enable conversion to PDF HTML or Word Word Enable a uPerf
151. e library is empty and that any content related to the library is deleted from the recycle bin Import Document Library Structure Source XML File Browse Document Library Structure Root XPath Document Library Folder XPath Folder Name XPath Folder Description XPath 4 Complete the following fields Field jDescripion Source XML file Click Browse and locate the XML file containing the document library structure you want to import Document Library Structure Root Specify an XPath query representing the root s XPath of the Document Library structure Document Library Folder XPath Specify an XPath query representing a Document Library folder This is only searched from beneath the Document Library Structure Root XPath Folder Name XPath Specify an XPath query representing the name of a Document Library folder This is expected to be an attribute or sub element of a node found by the Document Library Folder XPath ANCILE Solutions Inc 77 Chapter 5 Working With the Document Library Field Description Folder Description XPath Optional Specify an XPath query representing the description of a Document Library Folder This is expected to be an attribute or sub element of a node found by the Document Library Folder XPath 5 Click Save 6 Click OK when the import is complete 78 ANCILE Solutions Inc Chapter 5 Working With the Document Library
152. e synchronization can be scheduled to run automatically For more information on scheduling tasks refer to Scheduling Automated Tasks in the companion manual ANCILE uPerform Administration ANCILE Solutions Inc 37 Chapter 4 Managing Users Roles and Groups Working with User Information Sources Adding a User Information Source from a Directory Server 1 2 9 Click Administration on the left menu Click Users Roles and Groups in the Administration area Click User Information Sources in the Users Roles and Groups area Click Add User Source on the left menu Enter a name for the source in the Name field Enter a description of the source in the Description field Select Directory Server from the source drop down list Click Next Create a New User Information Source LDAP acmeds com 389 Field Mapping J Enable Automatic Synchronization Send Account Created Notifications Complete the following required fields Field Description Location Enter the URL for the directory server For example LDAP acmeDS com 389 Page Size Enter the number of records to retrieve at one time If your director server supports page size limits ensure your page size is within that range If the directory server does not use paging enter A Page size should not be set if the directory server does not provide an estimated number of results 38 ANCILE Solutions Inc
153. e template selected in the Template drop down list Please select the columns you want in the report Available Columns Cr 2 Logical Object Identifier LOID File Name File Size Document Type L elete Context Name Context OID Context URL Document Library Context Website Contexts Selected Columns Document Type File Name Previous next E9 cance ANCILE Solutions Inc 207 Chapter 10 Using Reports 6 Select a field from the Available Columns listbox Q If you want to generate a report for usage statistics select Hit Count Hit Count Reset On and or Hit Count Reset By Custom template properties are noted with an asterisk For example Transaction Code s 7 Click the right arrow to move the field into the Selected Columns list box 8 Repeat Steps 6 and 7 to add additional fields to the report 9 Optionally click the left arrow to remove fields from the Selected Columns list 10 Click the up and down arrows to reorder fields in the Selected Columns list 11 Click Next Edit Report Please create the filter for this report Each filter condition added will narrow the scope of this report Add Filter Condition Field Name Condition Variable Document Content or Title Contains Any w Fixed Current Filter Field Name Condition Value Project Is Project R Delete 12 Select a field name from the Field Name drop down list 13 Select a condition f
154. ect the All available contexts radio button definitions to folders in the document This option is not available if the Info Pak library Glossary is based on language Ensure that all Info Pak Glossary Select the Import definitions without context definitions are added to uPerform but as suggestions checkbox you have no key properties that match The Info Pak Glossary key property definition document library folders that does not match a context in uPerform will be added as a suggestion at the project level A If your Info Pak Glossary key property is not language you must select the uPerform language that should be used for the Info Pak Glossary definitions 30 Click Next 346 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content 31 Review the summary list 32 Click Start to begin the migration process Q Microsoft Word should not be used until the migration process is complete During the migration process the screen displays the percent complete status of the process To cancel the process click Stop Stopping the process applies to the document check in process and Glossary processing but does not undo documents that were already checked in A confirmation and status message is displayed at the end of the migration run From this message you can access a log of migration activities during the run 33 If you want to transform your Info Pak documents to uPerform documents refer to T
155. ed fields Field Description O Z oO o oo O User ID Enter the user s account identification Ligatures are not supported For example First Name Enter the user s first name pre lamers Regem Last Name Enter the user s last name pre llamar Remmi ANCILE Solutions Inc 31 Chapter 4 Managing Users Roles and Groups Field Description O Z oO ooo O Password Enter the user s password The password cannot be blank Only US ASCII characters 32 126 are allowed Double byte characters are not supported Password Confirmation Re enter the new password to confirm your entry Time Zone Select the user s time zone from the drop down list Language Select the desired interface language from the drop down list For an end user account this will also set the user s language for use in content filtering of website documents based on language Email Address Enter the user s email address 6 Click Save Q When the user account is created the user is automatically assigned to the All Users group within uPerform A manually created user will receive an email from the administrator This email contains the user s ID and password The user can log into the server to change the first and last name the password update the email address and specify the local time zone and preferred locale To customize the email notification refer to Working with Phrases in the companion manual ANCILE uPerform Administr
156. ed in the publish processing Date Started Lists the date and time the publish process was started Date Completed Lists the date and time the publish process was completed ANCILE Solutions Inc 131 Chapter 6 Working With the Website Outcome Lists the success or failure status of the publishing process Formats Lists the number of formats processed during the publish activity You can click on this hyperlinked number to review the format details T As necessary click Previous or Next to navigate through the history list 8 Optionally click Refresh Queue to refresh the list 9 Optionally click View Different Date to view documents published on other dates Republishing Documents Q Use this procedure to republish updated uPerform managed and web documents associated with an updated template It is not necessary to republish documents that are up to date 1 Click Administration on the left menu 2 Click Server Administration in the Administration area 3 Click uPerform Templates in the Server Administration area 4 Select a template from the list 5 Click Republish on the left menu Republish Are you sure you want to add all content created with ERP_Template udt to the publishing queue v Only add documents with an approved status 132 ANCILE Solutions Inc Chapter 6 Working With the Website 6 Perform one or more of the following options If You Want T
157. ed on the users language preferences as set in My Account gt Before you enable multi language support you must specify a default language This language vill be displayed if the users language is not available To enable multi language support select a default language and click the enable button below English United States en Us v V Enable 3 Cancel 9 Select a default language from the drop down list 10 Click Enable Create a New Dynamic Website Folder This wizard allows you to create a dynamic website folder that searches for documents based on specified filter conditions Language Specific Properties Name Description English United States en US Acme HR Training Chinese China zh_CN German Germany de DE Spanish Spain es ES French France fr FR Default Language J English United States en US Disable Multiple Languages Language Filter Filtered v Next EY Cancel 120 ANCILE Solutions Inc Chapter 6 Working With the Website 11 Complete the following fields Q Languages are generated based on the locales specified by the system administrator Fed Bescription Description Enter amplifying information about the folder Default Language Optionally change the default language for the folder 12 Select a language filter from the drop down list 13 Click Next Create a New Dynamic Website Folder Please select the template tha
158. ed only to the bottom Only HTML Only border 13 Select FILE SAVE to save the template Modifying Duplicating and Deleting Styles 1 From the editor open the new template 2 Click Styles on the status bar 3 Click Manage All Styles from the task pane He Edt Wee Format Toss Heip Debug sene s Marape A Ses Erat Language Spec Spe Fores Acton Nee Sue immer Now Gores Properties Phim Pubicasers in Docks Sectone Panty 4 Select a style from the editor pane 270 ANCILE Solutions Inc Chapter 11 Using Author Templates 5 Choose from one of the following options Modify the selected style m Click Modify and refer to Specifying Styles on page 266 Duplicate the style Click Duplicate The duplicated style is added below the original a To Z BH n style Modify the property to specify a new name and characteristics For more information refer to Specifying Styles on page 266 6 Click FILE SAVE to save the template Viewing Styles 1 From the editor open the new template 2 Click Styles on the status bar 3 Click Applied Styles from the task pane Garand Pepe Peres Puscstens Bir fioc Sectors eir Q A list of styles and their descriptions is displayed in the Editor Pane ANCILE Solutions Inc 271 Chapter 11 Using Author Templates Changing Bulk Styles 1 From the editor open the new template 2 Click Styles on the status bar
159. ed with Active Server To disable an LMS Select the No radio button associated with Active Server Click Save 138 ANCILE Solutions Inc Chapter 6 Working With the Website Viewing the End User Website From your My Projects list on your personal page you can access both the document library and the end user website views of the project To display the end user website view of your project click to the right of the project name in the My Projects list and navigate to the desired website folder My Projects ABC Project f You can also view the end user website via the View as End User link on the left menu which is available from website folders documents and projects Actions When the website is displayed end users who are logged in can toggle between viewing all help content Show AII Help Documents viewing just the help content applicable to the specified language Show Filtered Documents or viewing content that has been related to the content displayed Show Related Documents In addition an anonymous end user can select a language that they want the uPerform server to display Training Folder Areas None Help Content Show Filtered Documents v Show Filtered Documents Course Training Show All Help Documents Show Related Documents gt gt Timesheet Context Collaboration Group Memory gt AcmeCorp Project gt Training Folder ANCILE Solutions Inc
160. eive your subscription Personal Page notification in the My Alerts section of your uPerform personal page Send notifications in an email Select this option to receive your subscription report to your email notification via email message address Specify one of the following email notification types daily weekly or immediately after an event 5 Click OK ANCILE Solutions Inc 187 Chapier 9 Working with the Glossary Tracking Term and Definition Usage The following glossary reports are available to allow you to report on term usage and undefined or unused terms O Term Usage Displays documents that include a particular term O Undefined Terms Displays terms found during globalization that do not have a definition or an assigned context O Unused Terms Displays terms that are not used in any globalized document O Term Summary by Project Displays terms used in all projects in the uPerform instance In addition from the Globalization History list you can click on a View All New Terms or View All Undefined Terms hyperlink to view a summary of all new terms and all undefined terms from the current day Viewing Term Usage 1 Click Glossary on the left menu of the server workspace 2 Enter the term in the Find Term field 3 Click Search 4 Click View Term Usage on the left menu 5 Review the following information Field Description Document Hyperlinked title of the
161. elect HELP gt REQUEST HELP FROM ANCILE UPERFORM to confirm the help link has been properly installed 324 ANCILE Solutions Inc Chapter 13 Setting Up Online Help Providing Help to End Users If anonymous access has not been enabled for the project containing the requested help content the end user will have to login to the uPerform server when requesting help This login requirement can be avoided by enabling Single Sign On Refer to the companion manual ANCILE uPerform Administration for detailed information on enabling Single Sign On For detailed instructions on enabling anonymous access for a project refer to Enabling Project Settings Requesting Help 1 Log into the application as an end user 2 Navigate to the desired screen 3 Perform one of the following options If You Want To View context sensitive help for Oracle Click the help icon for a screen E Business SAP CRM Web Client Go to Step 4 2007 SAP Portal Siebel 8 or PeopleSoft 9 View context sensitive help for Generic Click the Request Context Sensitive Help toolbar button or select HELP gt REQUEST CONTEXT SENSITIVE HELP Go to Step 4 Context sensitive help can be accessed from the right click context menu in Internet Explorer Modify server URL for Generic CSH Click the Request Context Sensitive Help plug in toolbar button or select HELP gt ANCILE UPERFORM HELP SETTINGS Enter a URL in the UPERFORM SERVER URL field
162. elect a logo to display in the published course and on the website Logos are managed in the Image area of the template editor For more information on images refer to Specifying General Settings Images on page 218 Resize and center window Opens the course at the size specified by the screen width and height and centers the course window Hotspot Interaction Select a stamp to indicate a hotspot in a course Select a color for the hotspot 8 Select FILE gt SAVE to save the template Default Publication Settings Course LMS Settings 1 2 5 From the editor open the new template Click Publications on the status bar Select Course under Default Publication Settings in the task pane Select Course LMS Settings from the drop down list Cosse LMS Settings Package 3 Crente package E Show answers Enable remote proxy support Complete the following fields ANCILE Solutions Inc 257 Chapter 11 Using Author Templates Field Description 0 Create package Click the Create Package checkbox to create SCORM conformant or AICC conformant output for integration with a Learning Management System LMS Show answers Click the Show Answers button to display the answer at the end of the course Enable remote proxy support Only select the Enable Remote Proxy Support checkbox if you are instructed to do so by ANCILE Product Support Display username prompt Select this option to disp
163. en modified the uPerform client displays a message identifying the conflicted skin state and provides the option to cancel the skin package download process If you continue to extract the skin to the uPerform installation Client appdata skins Course or Sim custom folder it will overwrite the existing skin If the local skin is older than the version on the server it will be overwritten automatically 2 Perform one of the following options If You Want To Import a custom skin Deploy a custom skin Click Import Navigate to the uskin file on your local computer and click Open Click OK Select a skin from the list Click Export Q Deployed custom skins have a uskin file extension 288 ANCILE Solutions Inc Chapter 12 Using Custom Skins and Modifying CSS Files 3 if You Want To Delete a custom skin Select a skin from the list Click Remove Click Yes Q If the skin is saved on the server it will re display the next time you access the Manage Local Custom Skins window Check in a custom skin Select a skin from the list Click Check In Click OK Click Close Rolling Back to a Previous Version of a Custom Skin 1 2 Click amp sises in the uPerform server workspace Click on the project name Click Document Library Select the folder containing the custom skin Click on the name of the binder containing the skin you want to view In the Translations section
164. ent 350 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content 13 Click Next Migration Wizard Migration Migration Step 8 Section Mapping Specify how the Info Pak document sections will be mapped to uPerform document sections Info Pak Sections uPerform Sections set et pcm EROR ic i Result Mapped Sections ASAP BPP ASAP BPP Configuration Information Configuration Information Exercise Data Sheet Exercise Data Sheet Result Result Test Information Test Information Overview Purpose pm peius 14 Click on a section in the Info Pak Sections window 15 Drag and drop the section on a corresponding section in the uPerform Sections window 16 Review the mapped sections to ensure they are correct A The Info Pak Overview section has been renamed Purpose in uPerform The procedure section is not included in the mapping options because the Migration Wizard will automatically create this section during transformation Q A section can only be mapped to one other section Each section has a corresponding color to easily identify the mapping after the drag and drop operation The result of the mapping is displayed in the Mapped Sections list To remove a mapping click on the mapping in the Mapped Sections list and click Remove 17 Click Next 18 Review the summary information 19 Click Start Q When the template update is complete you can choose to view the tr
165. ent and check this new document into the same binder as long as French content does not already exist When the original US content is changed both the author of the UK translated content and the French content will receive notification of the change and can then review the translated content to potentially incorporate changes In addition you can enable and disable a translation for display on the end user website When you check a translated document into the server you are automatically subscribed to the translation When changes are made to the original document from which the translation was made you will receive a notification via email and a posting on your personal page Related content is uPerform content that is associated with other uPerform content within the same project on the server Related content does not share properties with other content but rather allows you to identify content with similar characteristics for display on your end user website For example within the Acme Corp project you can have a Sales Team folder that contains a document for filling out a timesheet In that same project you can have a Sales Clerk folder Some of the codes in the Sales Team document could be relevant to the Sales Clerk You can relate this document from Sales Team folder to content in the Sales Clerk folder Working with Translated Content Creating translated content allows you to customize content to reflect processes that
166. er 00 00 z 4 5 Complete the following fields HU NENNEN I 1 MEME Enter a name for the LMS Description Enter a description for the LMS ANCILE Solutions Inc 135 Chapter 6 Working With the Website 6 E Pe o o Enter a name for the LMS URL Enter the website address of the LMS For example http acme uLearn com URL Encoding Select the URL encoding format from the dropdown list Authentication Required Click the checkbox if you want to require authentication Login If authentication is required enter the login name associated with the LMS Password If authentication is required enter the password associated with the LMS Password Confirmation Confirm the password Track Alerts Select Yes if you want to track alerts for collect receipt and update messages to the uPerform server Active Server Select Yes to enable communication with the LMS Select No to disable communication with the LMS E Mail Address Enter the email address where you can receive alert notifications Click Save Modifying LMS Properties 1 2 Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click LMS Settings in the System Administration area Click on the name of the LMS you want to modify Click Edit Properties on the left menu As required edit the following fields Field Description Enter a name for the LMS Enter a descrip
167. er built by context assignment is identified by a to the left of the folder name Optionally you can populate your website via dynamic website folders For more information refer to Building the Website via Dynamic Website Folders on page 119 Using Website Folders for Context Assignment Adding a Website Folder 1 2 Click sisi in the uPerform server workspace Click on the project name Click Website Click Add Folder on the left menu Create a New Folder Location Website Description Complete the following information Field Description Name Enter the name of the website folder Description Enter amplifying information about the folder and its contents Click OK Repeat Step 4 through Step 6 to create additional folders and subfolders at the desired location s ANCILE Solutions Inc 113 Chapter 6 Working With the Website Updating Website Folder Properties 1 2 6 Click amp sises in the uPerform server workspace Click on the project name Click Website Navigate to the desired folder Click Edit Properties on the left menu Edit General Properties Name Sales Timesheet Information Description a Add Multiple Languages Language Filter Filtered v Edit the following information Field Description Name Edit the website folder name Description Edit the amplifying information about the folder and its contents Add Multipl
168. er the property name from the directory server For a file source enter the XPath string from the user element in the file to the user ID Unique Identifier For a directory server enter the property name from the directory server For a file source enter the XPath string from the user element in the file to the unique identifier This allows uPerform to update the user if it is changed in the directory server or file source Email Address For a directory server enter the property name from the directory server For a file source enter the XPath string from the user element in the file to the email address ANCILE Solutions Inc 43 Chapter 4 Managing Users Roles and Groups Field Description First Name For a directory server enter the property name from the directory server For a file source enter the XPath string from the user element in the file to the user s first name Last Name For a directory server enter the property name from the directory server For a file source enter the XPath string from the user element in the file to the user s last name Enable Automatic Synchronization This option allows you to automatically synchronize filters created for this user source This will allow you to quickly synchronize from a specific user source when a new file is uploaded file is updated on the web changes are made to the directory server or changes are made to the field mapping It
169. eral Properties Phrases Publications Styles Blocks Sections Ready 3 Choose from the following options If You Want To Select the publication type you want to copy and click Duplicate Select the publication type you want to delete and click Delete determine where the publication type will display in the uPerform website drop down list Move the publication type later in the Click Move Down one or more times as needed list to determine where the publication type will display in the uPerform website drop down list 4 Select FILE SAVE to save the template ANCILE Solutions Inc 233 Chapter 11 Using Author Templates Setting Default Publication Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Click Default Publication Settings in the task pane File Edt View Format Toos Help aceno Ase 000 41 4aQgy Ase 4 Select one of the following options If You Want To Modify document publication settings Modify simulation publication settings Modify student guide publication settings Select Document under Default Publication Settings in the task pane Refer to Default Publication Settings Document on page 235 for more information Select Simulation under Default Publication Settings in the task pane Refer to Default Publication Settings Simulation General Settings on page 237 Default Publication
170. erences the end user who accesses content via online help or a performance support website shares content links with other users and provides feedback to authors Organization Of This Manual Chapters 2 through Chapter 13 and Appendix A contains information intended for the administrator or project administrator This manual also contains a glossary with terms and definitions relevant to the concepts discussed within this manual ANCILE Solutions Inc 3 Chapier 1 Introduction Conventions Used In This Manual The following conventions are used in this manual Indicates a field name button name or an option Example Click General on the left pane Indicates a screen or window title Example The Step Properties window is displayed SMALL CAPS AND Indicates a menu path GREATER THAN SYMBOL Example gt Select START gt PROGRAMS gt ANCILE UPERFORM A o Indicates an important concept or a caution Soo Indicates a helpful hint or amplifying information 4 ANCILE Solutions Inc Chapter 1 Introduction Available Technical Support In addition to the online help delivered with uPerform ANCILE offers several additional support mechanisms O The ANCILE Product Support Center is available at https ancile parature com CJ Optional instructor led training For additional information about our training Services contact your sales representative ANCILE Solutions Inc 5 Chapter
171. erm Definitions Terms and definitions are displayed in recorded Field Description tables within the document view of uPerform content Field description tables that are inserted during editing as a step will not support glossary functionality The following is an illustration of a recorded Field Description table 6 As required complete review the following fields Field R O C Description Subject R This is the title of your appointment Example Subject of Appointment If your project is using a centralized glossary definitions are created and managed by the administrator and inserted into the document during check in or during a process called globalization You can also manually insert or update definitions during editing In addition you can suggest a new definition for the administrator s consideration Updating Definitions Q Prior to updating definitions from the editor you must have checked the document into the server and closed the document in the uPerform editor 1 Select OPEN gt OPEN FROM ANCILE UPERFORM SERVER 2 Select the document to open 3 Click OK 4 Click the Document tab 5 Select TOOLS gt UPDATE TERM DEFINITIONS The Field Description tables in the document are updated with definitions from the server Suggesting a Definition 1 Open a document in the editor 2 Click the Document tab 3 Navigate to the Field Description table ANCILE Solutions Inc 167 Chapter 9 Working with
172. erties from which you want to create your dynamic website folder Q Changing the template will remove all filter criteria from the folder 14 Optionally select Search all templates to expand the dynamic website folder to other templates with matching properties 15 Click Next Edit Dynamic Website Folder Select the filter conditions for this dynamic website folder Filters allow you to specify what documents will display in this dynamic website folder Add Filter Condition Property Condition Value Descrip tion wes Current Filter Property Condition Value 16 Select a template property from the Property drop down list 17 Select a condition from the Condition drop down list Field Description Contains Any Contains the exact values to be specified in Step 17 and will return all documents with the Transaction Code property For example Transaction Code ME25 will return all documents with the Transaction Code property set to ME25 Contains any of the values to be specified in Step 17 which allows you to provide a comma delimited list of values within the Value field For example Transaction Code Contains Any ME25 VA01 will return all documents with the Transaction Code property set to ME25 OR VAOI Contains the exact value specified in Step 19 18 Enter a value s in the Value field 19 Click Add 20 Repeat Steps 15 through 18 to edit additional filtering conditions in
173. et to false any user with access to an SRM screen can view help content for the screen using the Help link This modification affects the Help link for every SRM screen Be sure to verify that help content is ready for each available SRM screen before performing the following steps The Help link links blindly to a page that matches its ID In the wpintegration js file ensure that the SHOW_ID property is set to false Save the wpintegration js file Click Publish Refresh the SRM screen displayed in the web browser Q You may need to clear your browser s cache or Temporary Internet Files In the desired Business Server Pages BSP application screen select the Help link to open a new browser window that displays help content for the screen 314 ANCILE Solutions Inc Chapter 13 Setting Up Online Help Configuring SAP CRM Web Client for Use with Context Sensitive Help Before you can specify a connection between the uPerform server and SAP CRM Web Client you must activate context sensitive help within SAP CRM Web Client The context sensitive help option is indicated by a question mark in the SAP CRM Web Client user interface When a user clicks on the any help created for that screen will display For more information on activating context sensitive help within SAP CRM Web Client refer to the SAP CRM Web Client documentation Context sensitive help for SAP CRM Web Client is available only through the IC Web Client
174. ete 5 Perform one of the following options if You Want To Add a phrase In the content pane click Add Select a language from the left navigation pane Enter the phrase in the Content pane Click OK Modify a phrase Select a phrase in the content pane Click Modify Optionally select a new language from the left navigation pane Edit the phrase in the Content pane Duplicate a phrase Select the phrase you want to duplicate from the Content Pane Click Duplicate Delete a phrase Select the phrase you want to delete Click Delete At the prompt click Yes 6 Select FILE gt SAVE to save the template ANCILE Solutions Inc 229 Chapter 11 Using Author Templates Specifying New Template Settings Publications Manage All Publications 1 From the editor open the new template 2 Click Publications on the status bar Manage All Publications 00000 0 0 0 0 0 0 0 0 0 00000 ASAP BPP ASAP BPP Cue Card Quick Reference Flow Quick Reference Step Simulation ISI SI S S S S ST IST IST IST T ST ST STIST E 4 General Properties Phrases Publications Styles Blocks Sections Ready 3 Click the checkbox in the Enabled column next to the publication types you want to enable 230 ANCILE Solutions Inc Chapter 11 Using Author Templates
175. eue and History You must be a part of the uPerform Glossary Administrators group to configure glossary settings and manage the glossary queue For detailed information on uPerform groups refer to Managing Users Roles and Groups on page 29 The globalize queue displays the documents that require update The globalize history list displays a record of globalization events both documents globalized upon check in and daily globalize runs for the current day You can view history records from the last 30 days A After 30 days history records are removed on a first in first out basis History records are not archived Viewing the Globalize Queue 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administration area 4 Click View Globalize Queue on the left menu t Glossary Queue Document Name Project Name Date Last Modified Entered By Reason Date Entered Status Sales_Order Acme ERP Project 3 5 2007 9 46 PM cbrowr Document t 3 5 2007 9 46 Wailng Remove Globalize PM 5 Review the following information Document Name The name of the document included in the globalize processing Project Name The name of the project containing the document Date Last Modified The date of the last document modification Entered By The author who last added the document Reason The activity which caused the document to be added to t
176. fications from your personal page To display all links click More Using the My Projects List Your My Projects list displays those projects to which you have been granted access by the administrator Typically these are the projects to which you are contributing or reviewing content From the My Projects list you can access both the document library and the end user views of the projects to which you have author rights 1 Select one of the following options to view details about a project If You Want To Display the document library Click on the name of the project in the My Projects list view of a project For detailed information on document libraries refer to Working With the Document Library on page 63 Display the end user view of Click to the right of the project in the My Projects list Optionally a project click the View as End User link in the left pane on any project folder or document cover page For detailed information on websites refer to Working With the Website on page 111 2 For detailed information on creating projects see Populating the Document Library on page 76 Using the My Review List Your My Review List displays content currently in a workflow assigned to you To view a workflow item in your review list 1 Click on the document name in the My Review List to go to the document page 2 Click I Approve or I do not Approve in the Workflow portion of the window ANCILE S
177. figuring the connection profile Return to the application Close the browser window Search for additional content Enter a search term s in the Search field Click Search Search for two terms Enter Term 1 followed by AND followed by Term 2 For example Project AND accounting This would find all uPerform content that contains both Project and accounting Search for one term or another Enter Term 1 followed by OR followed by Term 2 For example Project OR accounting This would find all uPerform content that contains either Project or accounting 326 ANCILE Solutions Inc Chapter 13 Setting Up Online Help If You Want To Search for literal string Enter the literal string in quotation marks For example Project Accounting This would find all uPerform content that contains the exact string Project Accounting Literal search strings cannot contain either or within the string These are stripped out by the uPerform server as non allowed characters ANCILE Solutions Inc 327 Appendix A Incorporating Info Pak Content The Migration Wizard delivered with ANCILE uPerform allows you to migrate your ANCILE Info Pak project into the uPerform server In addition you can use the Migration Wizard to enable display of Info Pak content from the uPerform website and to transform Info Pak documents and simulations to uPerform documents 329 Appendix A Incorporating Info Pak Content
178. g 54 managing 52 modifying 53 136 rollback 70 version 101 S SAP CRM 2007 298 315 configuration 315 searching 20 from server 20 server 10 help 15 left menu 21 logging into 10 overview 18 top banner 19 workspace 10 server configuration 127 publishing from server 127 server product information 15 settings 216 data files 219 general 216 253 glossary 170 images 218 information 216 languages 220 LMS 242 257 package editor 263 user interface 240 255 view Info Pak 222 Siebel 8 318 skins 285 creating 287 managing 288 stopping 27 151 subscriptions 27 workflow 151 styles 266 270 271 272 view 271 subscribing to content 26 subscriptions 27 discussions 160 editing 27 publish events 134 stopping 27 suggesting 167 definition 167 168 suggestions 179 accepting 179 rejecting 180 viewing 179 synchronize 60 groups 60 synonyms 181 adding 181 managing 181 removing 181 T tell others 163 templates 214 215 216 218 219 220 224 225 228 233 235 231 240 242 243 253 255 257 259 260 266 270 271 272 273 276 278 283 assigning 32 69 115 137 creating 214 deleting from local computer 283 manage locally 216 open 215 properties 224 settings 216 update 69 70 updating for use with transformation 348 version 69 working with 69 term definitions 167 terms
179. gs from the Task Pane n amm Info Pak Settings Auto Generate Exercise Procedure From Simulation Definition Styles P101 Table FieldDef AUR P102_Table_FieldDef WV F i Table_Field _ P102_Table_Field Info Pak uPerform doc Procedure Procedure doc_BPP ASAP BPP doc_Configinfo Configuration Information doc Exercise Exercise Data Sheet doc_Overview Purpose doc_Result Result doc Testlnfo Test Information eS General Properties Phrases Publications Styles Blocks Sections Ready 4 Review the following fields Q The following options are not configurable within the uPerform template Field Description Auto Generate Exercise The Auto Generate Exercise option is selected during the migration This option is not configurable within the uPerform template Procedure From Simulation The Procedure from Simulation option is selected during the migration This option is not configurable within the uPerform template Definition Styles Displays the definition styles used in the original Info Pak content This option is not configurable within the uPerform template Term Styles Displays the term styles used in the original Info pak content This option is not configurable within the uPerform template Section Mappings Displays the mapped sections specified during migration This option is not configurable within the uPerform template
180. gt Before you enable multi language support you must specify a default language This language will be displayed if the users language is not available gt To enable multi language support select a default language and click the enable button below English United States en US M V Enable 3 Cancel 9 Select a default language from the list 10 Click Enable Edit Dynamic Website Folder This wizard allovs you to create a dynamic website folder that searches for documents based on specified filter conditions Language Specific Properties Name Description English United States en US Acme HR Training Chinese China zh_CN German Germany de DE Spanish Spain es ES French France fr FR Default Language English United States en_US Disable Multiple Languages J Language Filter Filtered Next cancel 11 Go to Step 13 12 Click Next Edit Dynamic Website Folder Please select the template that is being used to create the documents that this dynamic website folder vill contain If more than one template is being used please select a template which defines all the properties needed by the filtering conditions Templates HR udt 7 Search all templates Previous dr Next EJ Cancel ANCILE Solutions Inc 123 Chapter 6 Working With the Website 13 Select the template containing the prop
181. h the Glossary esusuuuu 165 Introduction to the GHossary uie ern eet aset en nsu tUe aeta Po Fe eR Pes A EN Le XS E PN VR aeu re eda 166 Specify ne Term Defiitlofis eeu sesh dco ia dav gue aa e auae dqe ie edi ed eg a pene usus 167 Browsing the Glossary from the EGiMOr Lie eie i Ble depicta eddie SARA 169 Managing Glossary Set ngs use e ed EIE TUE C In ER QUIA THE dE CURL d SUR AR EE E SEE 170 Adding Terms and Definitions os ooutites tat tas octo inep ic tenti 173 Updating Terms and Definitions eter e EE Pepe sere atid ae eee 176 Managing Glossary Suggestions ic ee e d e dpa boe Mu Seele dee deb a ek 179 Manasi Synonyms ooi tee eed eoi qe tang roseus ad esu rdi quio pev ener aeri Pies deer quads 181 Using GlOD Alt C M 183 Globalizing Doc mentS cce roni o ee S a E Ipeaffacs detis ara anaes 184 subseribimg to Glossary E Ventes soos erru ies Ones du adii A ten oppo tub aad aah saP icu Ed Ner s Eus 187 Tracking Term and Definition Usage iet tette tea to eoe eh eee aa rH ES e Arana rt e ga 188 Importing and Exporting a Glossary and Translations 191 Chapter 10 Using Reports iie ae ae en 197 Introduction to Reporting RD 198 Workins With eDOFESG ase ede ape ea esas tc tese au udine E oue eaten pe edere odi rues 199 Create and Edit Custom BOeporis o6 Gebet Iac agana Saa els Ue iL E aS ius ars aE iiia 205 Chapter 11 Using Author Templates
182. h the Glossary Managing Glossary Suggestions Authors can suggest alternate definitions for a term from the editor workspace The glossary administrator is responsible for reviewing glossary suggestions and accepting or rejecting the suggestion You must be a Glossary Administrator to review and act on suggestions For detailed information on uPerform groups refer to Managing Users Roles and Groups on page 29 Viewing Suggestions 1 Click Glossary on the left menu of the server workspace 2 Click View All Suggestions to display a list of all terms with suggestions 3 Click on a term to view the suggestion s 4 Scroll to the Suggestions portion of the window to view the suggestion list Q Suggestions in the same language and context of an existing definition display only as a link Click on a link to view the suggestion Accepting a Suggestion 1 Click Glossary on the left menu of the server workspace 2 Click View All Suggestions to display a list of all terms with suggestions 3 Click on a term to view the suggestion s 4 Scroll to the Suggestions portion of the window and click Accept to add this suggestion as a new definition Accepting a Suggestion Intended to Replace the Current Definition 1 Click Glossary on the left menu of the server workspace 2 Click View All Suggestions to display a list of all terms with suggestions ANCILE Solutions Inc 179 Chapier 9 Working with the Glossary 3 Clic
183. h to the website even if the template is not assigned to the project in which the content resides A Note that all content must be assigned a website context either at the document level or the folder level before published server content will display on the website Publishing Configuration You must be a part of the uPerform Publishing Administrators role to configure publishing settings and manage the publish queue For detailed information on uPerform roles refer to Managing Users Roles and Groups on page 29 ANCILE uPerform content types available for publishing are controlled by the template used to create the content uPerform content formats available for publishing are controlled by the server If the template for the document has been updated you can republish all documents associated with the template Output formats for managed documents in Microsoft Word PowerPoint and Excel formats are dictated by the conversion types enabled Managed documents in other formats for example pdf and zip files are not technically published to an alternate format or type However you must add these managed documents to the publish queue in order to have the managed document display on the website This final step in the development process allows you to maintain access control to your managed documents Web documents are not technically published to an alternate format or type However you must add the web document to the publish queu
184. has been approved by one or more reviewers during workflow the approvers are listed Next Approver If the document is still within an active workflow the next approver in the sequence is displayed Workflow Start Date The date the workflow began Workflow End Date The date the workflow ended A When a new version of a document is checked in the version number will be incremented and a new entry will display in the workflow history Workflow history information will be cleared out if a new version of a document is checked in or is automatically globalized when a definition is updated 154 ANCILE Solutions Inc Chapter 8 Collaborating on Content Via the ANCILE uPerform server workspace authors and administrators can view both author generated and user generated discussion forums In addition authors administrators and end users can use the Tell Others feature to send hyperlinks to content of interest to other uPerform users 155 Chapter 8 Collaborating on Content Introduction to Collaboration There are two types of discussions in uPerform document level and folder level CJ Document level Document level discussions are created automatically when a new document is created and exist in both the Document Library private and Website public spaces Author to author discussions and end user to author feedback are private to authors End users contribute feedback via the Send Feedback link available on
185. he home page Copyright Select Copyright to display the copyright on the home page Publish date Select Publish Date to display the publish date on the home page Simulation Stencil Mode Use the Move Up and Move Down buttons to set Order the simulation stencil mode order Match the course stage size Select Match the course stage size to display the course at the same size as the imported PowerPoint Specific dimensions Select Specific dimensions to display the course in a specified width and height Increase slide size if possible Select Increase slide size if possible to increase the size of the slides 6 Choose from the following player elements Fild Description simulation in the published course Enables the Glossary button in the published course Resources Enables the Resources button in the published output 7 Select the Enable player element in published output checkbox to enable the use of the selected element Repeat this step for each player element 8 Click Select Phrase to select a phrase for the player 254 ANCILE Solutions Inc Chapter 11 Using Author Templates 9 Perform one of the following phrases If You Want To Add a custom phrase Click Add Select a language from the left Enter the text in the Content area Click OK Select a phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text in
186. he Browser type in the Browser field Click OK 252 ANCILE Solutions Inc Chapter 11 Using Author Templates If You Want To Modify an existing operating Select an operating system browser combination system browser configuration select Modify Change operating system browser setting as desired Click OK Delete an existing operating Select an operating system browser combination system browser configuration Select Delete Click Yes Q The Operating System and Browser settings are detected by Guided Help during launch At this time there are no custom settings for each mobile device 6 Select FILE SAVE to save the template Default Publication Settings Course General Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Course under Default Publication Settings in the task pane 4 Select Course General Settings from the drop down list ANCILE Solutions Inc 253 Chapter 11 Using Author Templates 5 Complete the following fields Q These options are pulled from the document properties and are customizable For more information on customizing properties refer to Specifying New Template Settings Properties on page 224 Field Description Select Title to display the title on the home page Author Select Author to display the author on the home page Description Select Description to display the description on t
187. he description for the filter Directory Server Base DN Edit the Directory Server Base DN Example OU uPerform DC acme DC com This option is not available if your user information source is created from a file Filter String Edit the filter string For a directory server enter an LDAP amp objectClass user memberOf CN Human Resources OUzGroups OUzuPerform DC zac me DC com For a file user source enter the XPath query to the user Example users user group HR 8 Click OK Q The filter is activated once it is applied to a group To apply a filter to a group refer to Creating a Group 46 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Deleting a User Information Source Filter 9 A user source filter cannot be deleted if it is synchronizing Click Administration on the left menu Click Users Roles and Groups in the Administration area Click User Information Sources in the Users Roles and Groups area Select the User Source hyperlink Select the Filter Name hyperlink Select Delete Filter on the left menu Click OK A Members of the deleted filter will be removed from the groups to which the filter was assigned If members are not assigned to another group within uPerform the accounts will be deleted Synchronizing a User Information Source Filter 9 Administrators can synchronize accounts at a filter directory server file source or server level Synch
188. he project 5 Click Save Deleting a Project Deleting a project will delete all content in both the document library and website all associated project groups and the security policies custom configurations and modified properties of the project A A deleted project is not sent to the recycle bin A deleted project cannot be restored 1 Click sissa 2 Click on the project name to go to the project cover page 3 Click Delete Project on the left menu 4 Read the instructions carefully to determine if you want to delete the project or simply remove access to the project Deleting Acme ERP Implementation Please read carefully larger than simply clicking the delete button and making the project disappear The act of deleting a on the server to remove items that may become security threats if not removed properly Deleting a project ALL modified properties Alternatives to Deleting 74 ANCILE Solutions Inc Chapter 5 Working With the Document Library 5 Click I still want to delete Deleting AcmeCorp Project Note about Info Pak Documents While deleting content within a project may have its own drawbacks deleting a project with Info Pak content presents its own risks Please be aware that deleting a project will delete ALL associated Info Pak content REGARDLESS OF WHICH PROJECT IT IS IN For example if your Web Architect database had content in more than one website that content will be remove
189. he queue Date Entered The date and time the document entered the queue Status The status of the globalization activity In Queue Waiting Processing or a failure indicator for the current document 6 As necessary click Previous or Next to navigate through the queue ANCILE Solutions Inc 185 Chapter 9 Working with the Glossary T Perform one or more of the following actions if You Want To Empty the globalize queue Click Delete All on the left menu Immediately process all documents in Click Globalize All on the left menu the globalize queue Refresh the globalize queue Remove a single document Click Refresh Queue on the left menu Click Remove next to the document you want to remove Globalize a single document Click Globalize Now next to the document you want to globalize Viewing the Globalize History 1 2 Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click Glossary in the Server Administration area Click View History on the left menu Review the following information Field Description Document Name Lists the title of the globalized document Date Started Lists the date and time the globalize process was started Date Completed Lists the date and time the globalize process was completed Terms Processed Lists the number of uPerform terms processed during the globalization activity
190. he right of Welcome Anonymous 4 Enter your user name and password 5 Click OK 6 Perform one of the following actions If You Want To Log into the server for the Go to Step 7 first time Explore the server workspace Refer to Exploring the Server Workspace on page 17 10 ANCILE Solutions Inc Chapter 2 Getting Started 7 Complete the following fields Field Description O o O Time Zone Select your time zone from the Time Zone drop down list to ensure the correct date and time display on objects within the server Language Select a language from the Language drop down list to ensure the desired interface language displays when you are working in the server 8 Click Save Retrieving Your Password If you click Cancel on the login screen the Help Desk window is displayed Password retrieval does not apply if SSO is enabled 1 Click Reset Password on the left menu of the server workspace 2 Enter your username 3 Click OK 4 Click OK on the confirmation page Your password will be emailed to you Requesting a New User Account 1 Click Log In to the right of Welcome Anonymous 2 Click Cancel on the Login screen 3 Click Request User Account on the left menu of the server workspace 4 Complete the following fields Fies Description Select a language from the drop down list ANCILE Solutions Inc 11 Chapter 2 Getting Started Field Description E
191. hor Templates Default Publication Settings Package Editor Q You can edit the SCORM and AICC imsmanifest xml file via the package editor 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Package Editor in the task pane Package Editor Package File SCORM 12 4 Select the package file type from the Package File drop down list 5 In the code box insert the cursor where you want to insert a variable 6 Select the variable s to be included from the Variables list 7 Click the right arrow to add the variable s to the package file 8 Edit the file as desired 9 Repeat Steps 5 through 8 for each element you want to add 10 Select FILE SAVE to save the template ANCILE supports the following elements from the SCORM AICC specifications Package File Supported Data Elements SCORM 1 2 Lesson Status cmi core lesson status Lesson Location cmi core lesson location Suspend Data cmi suspend data Raw Score cmi core score raw Min Score cmi core score min Max Score cmi core score max Session Time cmi core session time Interactions cmi interactions ANCILE Solutions Inc 263 Chapter 11 Using Author Templates Package File Supported Data Elements Interaction ID cmi interactions n id Interaction Time cmi interactions n time Interaction Type cmi interactions n type Interaction Correct Response cmi interactions n correct_responses n p
192. hrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 8 Select FILE SAVE to save the template Default Publication Settings Simulation Mobile Device 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Simulation under Default Publication Settings in the task pane 244 ANCILE Solutions Inc Chapter 11 Using Author Templates 4 Select Mobile Device Publication Settings Eee Simulation Publication Settings z 5 Highlight an item in the Values list 6 Perform one of the following options It You Want To Add a mobile device publication setting Click Add Enter Operating System Enter Browser Click OK Modify a mobile device publication Click Modify setting Enter Operating System Enter Browser Click OK Delete a mobile device publication Click Delete setting Click Yes Q The Operating System and Browser settings are detected during launch At this time there are no custom settings for each mobile device 7T Select FILE SAVE to save the template ANCILE Solutions Inc 245 Chapter 11 Using Author Templates Default Publication Settings Student Guide 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Student Guide under Default P
193. ick OK Select a value Click Modify Edit the text Click OK Select a value Click Delete Click Yes Click Select Phrase Click Add Select a language from the left Enter the text in the Content area Click OK Click Select Phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 8 Select FILE gt SAVE to save the template Creating and Managing Custom Properties 1 2 Click Properties on the status bar From the editor open the new template ANCILE Solutions Inc 225 Chapter 11 Using Author Templates 3 Click Manage Custom Properties in the task pane Manage Built In Properties Owner Ga Add O Status 3 Modify Transaction Code s Reference Number i Duplicate CEU 1 Category Category 4 C 5 4M Move Up eric 6 Category 7 Category 8 Category 9 Category 10 Category 11 Category 12 Publication Date Version Number Version Roles Solution Release Keywords Description Copyright Dynpro Msgv1 Msgv2 ond General Properties Phrases Publications Styles Blocks Sections Ready 4 Select one of the following options If You Want To Add a new custom property Click Add Select a language from the drop down list Enter a name Click OK Go to Step 5 Modify an existing custom property Go to Step 5 Duplic
194. identifiers are stored in step properties O Transaction code within the Purpose block In a uPerform document this displays the value contained in the transaction code property ANCILE recommends you delete this section if you are providing context sensitive help for applications where the context identifier would not be meaningful to an end user In some applications such as SAP GUI for Windows and SAP HTML GUI the context identifier is based on the task or transaction and a single context identifier is applicable for the entire document For other applications a screen level context identifier is used In these cases there may be multiple identifiers per document or the identifier is too long to be 294 ANCILE Solutions Inc Chapter 13 Setting Up Online Help meaningful to end users In this case deleting the transaction code from the Purpose block may be appropriate 1 Create a template in uPerform Q A uPerform project administrator typically creates and customizes templates For more information refer to Using Author Templates on page 211 2 Perform one of the following options If You Want To Provide context sensitive help without Select the Blocks tab a Transaction Code property In the task pane select Purpose In the Content area delete the lines Transaction Code TransactionCode Provide context sensitive help usinga Go to Step 3 Transaction Code property 3 Click the Proper
195. igned Document Library Context The location of the binder in the document library Website Context if The location s in the website to which the binder is applicable linked For more information on specifying website context refer to Assigning a Website Context to Document Library Content on page 115 Related Documents Contains hyperlinks to other content you have related to this document 80 ANCILE Solutions Inc Chapter 5 Working With the Document Library Viewing a Cover Page 1 Click gis 2 Click on the name of the project in which the content is stored 3 Click Document Library 4 Navigate to the folder in which the content is stored 5 Click on the name of the binder containing the content you want to view 6 Inthe Translations section click on the name of the content Custom Work instruction uPertorm Document 7T Review the following information on the cover page LOIRE I a Version The current version designator for this document To view previous versions of the document refer to the Version History area on the document cover page Status Document locked by name Indicates an author has locked this document against another author s edits Available Indicates this document is available for checkout and editing and the name of the modifier Translation Status Displays if the translation is enabled for viewing on the end user website ANCILE Solutions Inc 81
196. ile that is either created on the server or an HTML document that is created directly from the uPerform server uPerform now allows you to create a simple HTML based document with a rich text editor The editor also allows you to see what the finished document will look like while the document is being created A web document is a link to a website or to a content location accessible via a unique web address The managed document and web document functionality allows you to maintain all of your documentation and training file types and website links within the uPerform server A managed document is identified by a to the left of the document title in the document library A web document is identified by a to the left of the document title in the document library Q Web documents are not assigned to binders Administrators authors with the proper privilege or the owner with proper privileges may delete a document through the server workspace When the document is deleted the document is moved to the project s recycle bin For detailed information on managing the recycle bin refer to Managing the Recycle Bin on page 108 Adding a Managed Document 1 Click siss in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Navigate to the folder in which the managed document will be stored ANCILE Solutions Inc 85 Chapter 5 Working With the Document Library 5 Click Add Managed Document
197. imited lists within the document properties The filter criteria look for an exact match in the document property Contains All Contains all of the keywords Does not contain any of the keywords 13 Choose from the following options If You Want To Specify the field name as a variable Select the Variable radio button object when generating reports Specify the field name as a fixed object Select the Fixed radio button when generating reports 14 Click Add 15 Repeat Steps 11 through 14 to add additional filters to the report 206 ANCILE Solutions Inc Chapter 10 Using Reports 16 Optionally click Delete next to a filter to remove it from the report 17 Click Save Q Refer to Viewing Reports on page 199 and Exporting Reports on page 200 for information on viewing the report output Editing Custom and Copied Reports 1 2 5 Click Reports in the left menu Click on the name of the custom or copied report you want to edit Click Edit Report Complete the following fields Search all templates Click Next Edit Report Enter a description for the report Optionally select the template associated with the report from the drop down list This gives you the ability to create filters using template properties Select this option to determine if you want to search properties for all templates Deselect this option to specify that you want the search performed only on th
198. imulations and courses For more information on tracking assessment results refer to Using Reports on page 197 1 Click sisss in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Navigate to the folder containing the document to be edited 5 Click on the name of the binder containing the content 90 ANCILE Solutions Inc Chapter 5 Working With the Document Library 6 Perform one of the following options Reset the hit count for the Click Reset Hit Count on the left menu binder and all of its translated content This functionality is available only for uPerform and managed documents Reset the hit count for a In the Translations section click on the document to single document go to the cover page Click Reset Hit Count on the left menu This functionality is available only for uPerform and managed documents Clear assessment results for a Select Clear Assessment Results on the left menu single document This functionality is available only for Info Pak simulations and uPerform simulations and courses 7 Click OK Moving Folders and Content Administrators have access to move folders and content within the document library and the website You cannot move content between projects or between the document library and the website Q If you have moved content within the document library and want this content to display in a new location on the end user
199. ing on the uPerform Server Select the Show file properties on first save checkbox to display the Properties window to the author upon the first save during a new recording Enable or disable the Allow simulation publishing on the uPerform Server checkbox to set the default behavior on the document Properties window An author can change this setting for an individual document This setting applies only to server publishing of simulations Choosing this option enables simulation publishing on the uPerform Server for all simulations created using this template ANCILE Solutions Inc 217 Chapter 11 Using Author Templates Field Description Show Press Return step after Select Show Press Return step after Field Field Description Table Description Table to display the return step after a Field Description table Field Label Separator Specifies what character should be used to separate multiple labels in a Field Description table Callout Color Select the color to be used for displayed callouts Optionally click Select to choose a color 5 Under Default Screen Display for Steps in the Document Editor choose from the following options Field Description Always display Displays new screens for steps Does not display new screens for steps Only if it is the first time this Displays a new screen in the document editor only screen is used if the screen is different from the previous s
200. inition ANCILE Solutions Inc 129 Chapter 6 Working With the Website Viewing the Publish Queue and History The publish queue displays the publish events scheduled to start Both uPerform and managed documents are displayed in the publish queue The publish history list displays a record of publishing events from the last 30 days A After 30 days history records are removed on a first in first out basis History records are not archived Viewing the Publish Queue 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Publishing in the Server Administration area 4 Click View Publishing Queue on the left menu Publishing Queue Document Name Project Name Date Last Modified Entered By Date Entered Status HRL Acme ERP 3 25 2008 5 09 PM cbrown 3 25 2008 5 09 11 PM In Queue Acme ERP 3 25 2008 5 09 PM cbrovn 3 25 2008 5 09 11 PM In Queue Acme ERP 3 25 2008 5 09 PM cbrovm 3 25 2008 5 09 11 PM In Queue 5 Review the following information Field Description Document Name The name of the document included in the publish processing The name of the project containing the document Date Last Modified The date and time the document was last modified Entered By The ID of the user who last added the document Date Entered The date and time the document was added to the queue Status The current status of the publ
201. ion task and system access Using the Navigation Buttons The following buttons are available throughout the server workspace Your specific location in the website will affect whether a particular button is active C Se Pye Click this button to go to the top level of uPerform The top level displays a list of all uPerform projects to which you have access oie Our Click this button to move up one level from your current location The use of the browser Back button is not recommended sed Click this button to go to your personal page ANCILE Solutions Inc 21 Chapter 3 Exploring the Server Workspace Using the Left Menu Options The options available on the left menu will vary based upon your location in the system and your system access The menu is divided into three sections actions areas and inform The left menu can be collapsed to increase screen real estate Actions Inform Add To My Favorites Tell Others 2 coe EDU dam p The following options are available within the three sections on the left menu Action entries Available actions will vary based on your current area and system access Examples of action entries include Assign Website Context and Start Workflow My Account Select this option to view or edit your account details including your password and subscriptions For more information refer to Editing Your Account Information on page 13
202. ionality This allows you to inherit fields and properties from one report to the next You can also create custom reports containing uPerform properties as well as for hit counts on uPerform content A few guidelines to consider regarding uPerform server reports m Punctuation is ignored in content filtering with the exception of keywords separated by a comma or an asterisk used to denote the presence or the absence of a value Stemming is incorporated on all filters For example if you enter general into a filter field you will receive a return for generic The maximum number of hits that can be returned from a report is 10 000 Reports do not support server side paging which can affect the wait time and performance speed of the server 198 ANCILE Solutions Inc Chapter 10 Using Reports Working with Reports The following basic functionalities apply to all reports within the uPerform server viewing exporting deleting For information on creating and editing custom and copied reports refer to Create and Edit Custom Reports on page 205 Viewing Reports 1 Click Reports in the left menu amp Reports Assessment Performance Report Displays a detailed report of results for courses and assessments assigned to a project Document Tracking Report Displays a detailed report of the documents assigned to a project Published Content Report Displays a detailed report of the
203. ipating in a Workflow When a workflow process begins for a document the first user in the workflow queue receives an email message indicating the document is awaiting review The email also contains a link to the document within the uPerform system Using the My Review List Your My Review List displays content currently in a workflow assigned to you The five most recent documents are displayed To display all documents click More To view a workflow item in your review list 1 Click Homes 2 Click on the document name in the My Review List 3 From the document cover page you can review the latest version of the document to approve or reject the document Making Comments or Changes During a Workflow Reviewers are allowed to make changes to content during workflow if the author or administrator who started the workflow has allowed approvers with editor rights access to edit the document Approving a Document During Workflow 1 Go to the document cover page in the server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 2 Click I Approve in the Workflow area of the window 3 Click OK Q When a document is approved by the final reviewer the workflow creator receives email notification of workflow completion ANCILE Solutions Inc 149 Chapter 7 Using Workflow Rejecting a Document During Workflow 1 Go to the document cover page in the serve
204. ise Data Sheet Screen Flow Procedure Result TUB TRIMS ISTIS lt General Properties Phrases Publications Styles Blocks Sections Ready 3 Select a section from the Task Pane 4 Click the checkbox next to Visible to display the section in published documentation Q New sections will display in all new documents and older documents will be upgraded to add newly added sections when opened 5 Complete the following fields Field Description Specify the header for the section Specify the footer for the section 6 Click Select Phrase 276 ANCILE Solutions Inc Chapter 11 Using Author Templates 7 Perform one of the following options If You Want To Add a custom phrase Select a phrase Click Add Select a language from the left Enter the text in the Content area Click OK Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 8 Under Content perform one of the following options If You Want To Add content to the section Remove content Click Add Select a block from the list Click OK Click Remove At the prompt click Yes Move content to earlier in the list Click Move Up one or more times as needed Move content to later in the list Click Move Down one or more times as needed 9 Determine whe
205. ishing process for the document 6 As necessary click Previous or Next to navigate through the queue 7T Optionally click Remove to remove a document from the publish queue or click Publish Now to immediately publish the document 130 ANCILE Solutions Inc Chapter 6 Working With the Website 8 Perform one or more of the following actions If You Want To Empty the publish queue Click Delete All Immediately process the publish queue Click Publish All You will need to refresh the web browser window if you want to verify that publishing is complete Refresh the publish queue Click Refresh Queue Viewing the Publish History 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Publishing in the Server Administration area 4 Click View History on the left menu putishing History Date Started Documents Processed 3 25 2008 5 Click on the hyperlink in the Documents Processed column to the right of the history date to be reviewed t Publishing Details Process Date 3 25 2008 Document Name Date Started Date Completed Outcome Formats 3 25 2008 5 06 PM 3 25 2008 5 06 PM 3 25 2008 5 05 PM 3 25 2008 5 06 PM 3 25 2008 5 04 PM 3 25 2008 5 05 PM Success 3 25 2008 5 04 PM 3 25 2008 5 04 PM Success 6 Review the following information Field Description Document Name The name of the document includ
206. k Open Edit Rich Text HTML document on the Click Lock BeEVER Click Edit Content Select the appropriate version number Edit the content Q Selecting Lock allows you to prevent others from using the document while you are checking in a new version Click Add Version g Updating the managed document with versions also gives you the ability to revert back to a previous version if necessary Verify the updated version is available Adding a Web Document 1 2 Click amp sises in the uPerform server workspace Click on the project name Click Document Library Navigate to the folder in which the web document will be stored ANCILE Solutions Inc 87 Chapter 5 Working With the Document Library 5 Click Add Web Document on the left menu Add a Web Document URL Name Description 6 Complete the following information URL Enter the web address of the document or link for example http www ancile com Name The default name is populated from the website If desired enter a name of the web document Description The default description is populated from the website If desired enter amplifying information about the web document 7T Click OK Editing Properties for a Managed or Web Document 1 Click sss in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Navigate to the folder in which the web or managed document is stored 5 Click Edit Pro
207. k on a term to view the suggestion s 4 Scroll to the Definitions portion of the window to view the suggestion hyperlink to the right of Context and click on the suggestion hyperlink 5 Under Suggestions click Replace Existing to replace the current definition Accepting a Suggestion to Create a New Definition 1 2 Click Glossary on the left menu of the server workspace Click View All Suggestions to display a list of all terms with suggestions Click on a term to view the suggestion s Scroll to the Definitions portion of the window to view the suggestion hyperlink to the right of Context Click on the suggestion hyperlink and select Add New Add a context to the definition as described in Assigning a Context to a Definition on page 174 Rejecting a Suggestion 1 2 Click Glossary on the left menu of the server workspace Click View All Suggestions to display a list of all terms with suggestions Click on a term to view the suggestion s Scroll to the Suggestions portion of the window and click Reject for the suggestion s 180 ANCILE Solutions Inc Chapter 9 Working with the Glossary Managing Synonyms Synonyms allow the administrator to establish a relationship between two or more terms If you remove a synonym you remove the relationship between the affected terms However removing a synonym does not delete the term or definitions Adding a New Synonym for a Term 1 Click Glossa
208. l Roles and Groups area Go to Step 4 Stop synchronization at the Filter level Click User Information Sources in the Users Roles and Groups area Click on a filter Go to Step 4 Stop synchronization at the Group level Click Groups in the Users Roles and Groups area Go to Step 4 4 Click Stop Synchronization in the left pane under Actions 5 Click OK Viewing the Synchronization Log 1 2 Click Administration on the left menu Click Users Roles and Groups in the Administration area Click User Information Sources in the Users Roles and Groups area Click the User Source hyperlink containing the filter log you want to view Filters Name Description Group Count Last Run Status Weekly Filter 1 4 16 09 2 29 PM Completed View Log Click View Log next the filter to view the log from the last synchronization Current Filter Error v Details Date Type Action 4 16 09 2 29 PM Error Unable to process user sauthor01 Illegal characters found in the e mail From the Current Filter drop down list select one of the following options Feld Description View All Select View All to view all events in the log 50 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Feld Description Information Select one of the following Information options Information Select Information to view all added updated and removed users Added Select
209. lay the username prompt on the home page LMS Package Type Select SCORM 2004 SCORM 1 2 or AICC from the drop down list to select the output For more information on packages refer to Default Publication Settings Package Editor on page 263 Package status value Select a completion type value from the drop down list This option is available only for SCORM 1 2 and AICC Assessment URI Enter a destination URI Uniform Resource Identifier to send test results for capture by a custom built utility instead of an LMS You can create an Active Server Page ASP or Java Server Page JSP on a web server to receive the output for subsequent storage and reporting in a learning management system Any technology that accepts the form Post method using HTTP can be used to handle the output Example http www yourcompany com results asp Note that if the student s web browser security settings are set to High warning messages will be displayed Q The Create Package option must be disabled in order to enter a URI 6 Complete the following fields Field Description Include in results Select the desired checkboxes to indicate the information to be captured when the course assessment is completed Randomize questions in Select this option to randomize the order of playback assessment pages Provide individual feedback Select this option to provide feedback on individual assessment questions Specify the required
210. ld Description Playback Timer Select the up down controls to set the default time in seconds that guided help displays for each page Allow User to Store Select Allow User to Store Preferences checkbox Preferences to allow users to store preference settings for playback time screen location of Guided Help window size and window mode maximize minimize 248 ANCILE Solutions Inc Chapter 11 Using Author Templates 6 Complete the following fields Q These options are set in the document properties and are customizable For more information on customizing properties refer to Specifying New Template Settings Properties on page 224 Field Description Select Title to display the title on the home page Author Select Author to display the author on the home page Description Select Description to display the description on the home page Copyright Select Copyright to display the copyright on the home page Publish date Select Publish Date to display the publish date on the home page 7 Select FILE gt SAVE to save the template Default Publication Settings Guided Help User Interface Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Guided Help under Default Publication Settings in the task pane ANCILE Solutions Inc 249 Chapter 11 Using Author Templates 4 Select Guided Help User Interface Settings from
211. lect Simulation under Default Publication Settings in the task pane 4 Select Simulation LMS Settings from the drop down list 5 Complete review the following fields Field Description Create package Click the Create Package checkbox to create LMS conformant output for integration with a Learning Management System LMS Show hints Select the Show hints checkbox to display hints during the simulation self test or assessment test Hints are nonessential data for example a user name required to complete the simulation Enable remote proxy support Only select the Enable remote proxy support checkbox if you are instructed to do so by ANCILE Product Support Display username prompt Select this option to display the username prompt on the home page 242 ANCILE Solutions Inc Chapter 11 Using Author Templates Field Description Package Type Select SCORM 2004 SCORM 1 2 or AICC from the drop down list to select the output You can edit the SCORM and AICC imsmanifest xml file via the package editor For more information refer to Default Publication Settings Package Editor on page 263 Package Status Value Select a completion type value from the drop down list This option is available only for SCORM 1 2 and AICC Assessment URI Enter a destination URI Uniform Resource Identifier to send test results for capture by a custom built utility instead of an LMS You can create an Active Se
212. lect to confirm that this mode is available for publishing Playback Timer Specify the default wait time between steps during auto playback Display mouse path Select the Display mouse path checkbox to display mouse movements associated with each step of the simulation during auto playback Loop auto playback mode Select this option to loop a simulation when viewed in auto playback mode Display action notes Select to display action notes Display action note tail Select to display action note tail Display hotspots Select to display hotspots Enable simulation typing Select the Enable simulation typing sounds sounds checkbox and select a sound from the drop down list to enable typing sounds during simulation playback For information on adding sound files to the template refer to Specifying General Settings Data Files on page 219 Default Action Display Delay Specify the default wait time for action display Default Action Animation Select the default wait time for action animation Delay Default Action Entry Select Fade In or Display Animation Default Action Exit Select Fade Out or Hide Animation 238 ANCILE Solutions Inc Chapter 11 Using Author Templates 8 For Self Test mode complete the following fields Field Description Enabled Select to confirm that this mode is available for publishing Help Mode Select from Auto playback mode or Standard mode Note Display Delay
213. lication Settings in the task pane Refer to Default Publication Settings Course General Settings on page 253 Default Publication Settings Course User Interface Settings on page 255 Default Publication Settings Course LMS Settings on page 257 Default Publication Settings Course Caption Settings on page 259 and Default Publication Settings Course Page Settings on page 260 for more information Default Publication Settings Document 1 From the editor open the new template 2 Click Publications on the status bar ANCILE Solutions Inc 235 Chapter 11 Using Author Templates 3 Select Document under Default Publication Settings in the task pane Document Publication Settings V Show RIOIC column 7 Show Example Sections Use full text option value in R O C column i t Mirror Margins 7 Publish Exercise Answers E Insert a page break before each screen shot 4 Complete review the following fields Field Description Display the R O C column in Select Show R O C column to display the R O C published output column in published output Use full text option value in Select Use full text option value in R O C column R O C column to display Required Optional or Conditional in the document editor Show R O C column must be selected in order to enable this option Show Ex
214. lick Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click Help Desk in the Users Roles and Groups area e Help Desk E Request User Account John Doe has requested a new account 4 Click Create Account below the name of the requestor to go to the Create User window For detailed instructions on creating a user account refer to Adding a User on page 31 Unlocking a User Account Q A user can be locked out of an account when an invalid number of logon attempts occur Users can still access the uPerform client in disconnected mode but will only have anonymous access to the server until the account has been unlocked 1 Click Administration on the left menu 2 Click Users Roles and Groups 3 Click Help Desk 4 Click Unlock Account under Request Unlock Account for the user 36 ANCILE Solutions Inc Chapier 4 Managing Users Roles and Groups Creating and Managing Users Via User Information Source User information sources allow you to import and synchronize users from an external data source This is useful if you have a globally diverse directory management system and want to import and synchronize your users with uPerform User information source functionality allows you to O Import and synchronize user accounts in bulk via an XML formatted file O Import and sync user accounts from one or more directory servers O Access your user account identific
215. lick Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click Glossary in the Server Administration area g Glossary Configuration 7 Enable Glossary 7 Allow Rich Text in Definitions Default Language for Definitions English United States v 4 Select the desired default language from the Default Language for Definitions drop down list Q9 A definition in the default language is used when a term does not have a definition in the document language For this reason you should ensure that all terms have a definition available in the default language 5 Click Save 172 ANCILE Solutions Inc Chapter 9 Working with the Glossary Adding Terms and Definitions When you add a new term the term is available to all projects in the uPerform instance Each project can have one or more unique definitions for the term Adding a Term and Definition 1 2 Click Glossary on the left menu of the server workspace Click Add Term on the left menu Enter the new term to add M save D cance Enter the new term in the Enter the new term to add field Click Save to display the New Definition form B New Definition for Order Definition Language English United States v Font w se y B r u E A 5 a Balon a Select the language for the definition from the Definition Language drop down list En
216. lick Browse to specify an inbox 11 Click Start to begin the check in process Q The check in progress screen displays the percent complete status of the process To cancel the process click Stop Stopping the process does not undo documents that were already checked in A confirmation and status message is displayed at the end of the migration run From this message you can access a log of migration activities during the run Q Published content child toolbar links in uPerform do not match Info Pak Web Architect priority links Updating a Template for Use with Transformation Q You can update a template to populate the template with Info Pak transformation settings or update existing transformation settings 1 Select START PROGRAMS ANCILE UPERFORM MIGRATION WIZARD to open the Migration Wizard 2 Review the prerequisites and optionally specify the interface language 3 Click Next 4 Select Update a uPerform template for transforming Info Pak documents 5 Click Next Migration Wizard Migration Migration Step 3 Connect to uPerform Server Specify a connection with the uPerform server uPerform server location hitps uPerform Username L Password SSL Configuration Trust invalid SSL certificates Use Proxy Authentication Usemame L Password az Test Connection 348 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content 6 C
217. livered with the product cannot be opened in the editor ANCILE Solutions Inc 215 Chapter 11 Using Author Templates Managing Local Templates 1 Select FILE gt MANAGE LOCAL TEMPLATES Manage Local Templates Template Course_Template udt Import Export Remove Close 2 Perform one of the following options If You Want To Import a template Click Import Navigate to the template and click Open Click OK Export a template Select a template from the list Click Export Navigate to the template and click Open Enter a name for the template Remove a template Select a template from the list Click Remove Click Yes Specifying New Template Settings General Specifying General Settings Information 1 From the editor open the new template 2 Click General on the status bar 216 ANCILE Solutions Inc Chapter 11 Using Author Templates 3 Click Information in the task pane File Edit View Format Tools Help Debug IASBAC MOANA GZ EE TRET iRG RR SO BEBFSERBRBAMEALAIBUIS gt FSIEESSl I x i 4BOR OOM General Properties Phrases Publications Styles Blocks Sections Ready 4 Review the following information Field Description Specifies the name of the new template GUID Specifies the unique ID of the template Show file properties on first save Allow simulation publish
218. ls are available to end users quickly and conveniently The most direct and effective link possible is one from a particular task in an application to the relevant help in an online performance support system You can provide context sensitive help for Oracle E Business SAP EP SAP CRM Web Client SAP SRM Shopping application Siebel PeopleSoft generic web pages and applications supported through Help Launchpad The procedures in this section cover basic set up procedures relevant to all supported applications including Creating a template Recording a document and making it available for context sensitive help Specifying a connection to the uPerform server Viewing and editing a connection to the uPerform server Configuring the application for use with context sensitive help QO OU QO QO u Requesting help Creating a Template If you are planning to provide context sensitive help you will need to create a template in which to store context identifiers Context identifiers are stored in the Transaction code property of the uPerform template Transaction code is a uPerform property used to identify a process and is used in two separate instances O Transaction code property The uPerform server matches this document property to the associated screen when a call for help is made This property is only populated when you manually add a value to it For situations where the Recorder automatically captures the context identifier the
219. m Users 8 Click All Users 9 Click on the letter of the last name s of or search for the user s you want to add to the group 10 Select the user s from the list 11 Click Add Selected 12 Click OK 13 To edit filters to the group click Filters 14 Select one or more filters from the Available Filters list 15 Click OK 16 Click OK 17 Click OK 58 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Deleting a Group 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click Groups under Users Roles and Groups 58 Groups Click on a content group to add edit or delete a group Content Groups EJANCILE uPerform Workspace 4 40 0 11 All Users Group 2 4 Click on the group you want to delete 58 Groups Click on a content group to add edit or delete a group Content Groups Selected Group JANCILE uPerform Workspace 4 40 0 11 All Users Name Group 1 Description Group 2 Users o Groups o Applied Filters p add T Edit 98 Delete 5 Click Delete 6 Click OK A This permanently deletes the group and any subgroup associated with the group A deleted group or subgroup cannot be restored Viewing Users in a Group 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area ANCILE Solutions Inc 59 Chapier 4 Managing Users R
220. m the List of All Properties list choose com sap portal iview HelpURL Click Edit Build the help call URL by appending the Object ID copied in the Locating the iView Portal Page ID on page 307 to the URL generated when you specified a connection to the server using the procedures found in Specifying a Connection with the uPerform Server Paste the URL into the Property Value field Click Save ANCILE Solutions Inc 309 Chapter 13 Setting Up Online Help Modifying the Help Link in the Portal Masthead By default the Help link in the SAP EP masthead launches the SAP Help Portal however the Portal Content Administrator can change the URL that is displayed by this Help link For example you may wish to have this Help link display the home page of your custom or uPerform generated website or display a specific page on your corporate intranet To select the URL that is displayed by the Help link in the Portal masthead perform the following steps 1 Inthe Portal Catalog go to Portal Users gt Standard Portal Users 2 Right click on the Default Framework page and select OPEN gt OBJECT 3 Check the Masthead iView checkbox and click Properties 4 Inthe Property Editor from the Property Category drop down list select Navigation 5 Inthe Property Editor locate the URL of Help Link property 6 Inthe URL of Help Link property enter the URL of the site you want to display 7 Click Save 310 ANCILE Solution
221. ment Project 6 Click the checkbox next to the name of the project s to be assigned to the LMS 7 Click Save ANCILE Solutions Inc 137 Chapter 6 Working With the Website Unassigning Projects from an LMS 1 2 Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click LMS Settings in the System Administration area Click on the name of the LMS to be assigned to a project Click Assigned Projects on the left menu Assigned Projects u360 select or unselect all V Acme Development Project lll save Q cancel Deselect the checkbox next to the name of the project s to unassign from the LMS Click Save Enabling or Disabling an LMS 9 Enabling an LMS starts communication between the LMS and the uPerform server Disabling an LMS stops communication between the LMS and the uPerform server Disabling does not remove content already transmitted to the LMS Communication history is still available in the LMS Transactions area of the project cover page Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click LMS Settings in the System Administration area Click on the name of the LMS you want to enable or disable Click Edit Properties on the left menu Choose one of the following options To enable an LMS Select the Yes radio button associat
222. n IDs directly into the uPerform server interface Anyone subscribed to documents with these properties will be notified of the change In addition administrators can create integration credentials that will allow ANCILE Help Launchpad to automatically update uPerform with a list of changed transactions Once Help Launchpad and uPerform are set up Help Launchpad will send a list of changed transactions based on a schedule set within Help Launchpad To configure Help Launchpad to provide transaction change notification using uPerform refer to the Help Launchpad for ANCILE uPerform user manual Manually Entering Transaction Notifications 1 Click sss in the uPerform server workspace 2 Click on the project name 3 Click Specify Changed Transactions Specify Changed Transactions Enter or paste a list of transaction codes or screen identifiers that have changed into the Changed Transactions text area Multiple values must be separated by a new line Changed Transactions 4 Enter changed transactions into the Changed Transactions field Each transaction must be on a separate line 5 Select View Affected Documents to view the document names not file names that were impacted by the changed transactions 6 Click OK to send notifications ANCILE Solutions Inc 105 Chapter 5 Working With the Document Library Creating Integration Credentials 1 Click ADMINISTRATION SERVER ADMINISTRATION INTEGRATION SETTINGS
223. n list Complete the following fields Field Description Case Sensitive Require enter press Right click Image Quality Bookmark Select the Case Sensitive checkbox to require the user to enter all text in the same case specified in the action properties provided an Edit action of type Exact String is used Select the Require enter press checkbox to require the user to press enter after an action Select the mouse and key combination to be used to represent a right click action in the simulation Select a percentage from the drop down list The Image Quality option allows you g to specify the compression quality of the image ANCILE recommends the default 85 Select Enabled Disabled or Mode Specific from the drop down list to select a display setting for bookmarks in the published output Mode Order Use the Move Up and Move Down buttons to arrange the sequence of modes ANCILE Solutions Inc 237 Chapter 11 Using Author Templates 6 For Assessment mode complete the following fields Field Description Enabled Select to confirm that this mode is available for publishing Help Mode Select from Auto playback mode Standard mode or Self Test mode Note Display Delay Select the wait time before notes are displayed Note Entry Animation Select Fade In or Display 7T For Auto playback mode complete the following fields Field Description Enabled Se
224. nc Chapter 4 Managing Users Roles and Groups Manually Creating and Updating User Accounts User accounts are created and then assigned to one or more project roles to provide access to the project Each project within uPerform has three roles associated with the project administrator author and user These three roles are automatically created for each project upon project creation If a user is not part of one of these roles for a project he will not see the project and its contents when logged into uPerform unless an administrator has enabled anonymous access for that project Only system administrators can create user accounts Each user account must have a unique identifier and a unique email address You can create user accounts in two ways manually or by synchronizing via a directory server or file source For more information on synchronization refer to Creating and Managing Users Via User Information Source on page 37 Adding a User 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click Users in the Users Roles and Groups area 4 Click Add New User on the left menu Create a New User Account The following information is required User ID First Name Last Name Password Password Confirmation Time Zone africa Abidjan vi Language English United States en Us Email Address 5 Complete the following requir
225. nderline Italic or Strikethrough to apply rich text formatting Use Language Specific Fonts Click the checkbox next to Use Language Specific Fonts and click Select to choose the language specific font s Justification Specify a justification setting from the drop down list Margins Specify margins for Top Bottom Left and Right Optionally select the unit of measurement from the Unit drop down box First Line Specify the indent of the first line Optionally select the unit of measurement from the Unit drop down box Background Color Specify a background color from the drop down list Optionally click Select to create a custom color Gradient Select the Gradient checkbox to apply a gradient to section header backgrounds in HMTL outputs viewable in supported versions of Internet Explorer ANCILE Solutions Inc 269 Chapter 11 Using Author Templates Field Description Start Color Specify a gradient start color from the drop down list Optionally click Select to create a custom color End Color Specify a gradient end color from the drop down list Optionally click Select to create a custom color Orientation Specify the orientation of the gradient from the drop down list Border Color Specify a border color from the drop down list Optionally click Select to create a custom color Specify the border width from the drop down list Apply to Bottom Border Specify the style be appli
226. ng 162 replying 159 subscribing 160 viewing 157 document context 79 navigating on server 79 document cover page 81 viewing 81 document library 64 adding 76 browsing 79 managing 83 populating 76 documents 84 changing owner 89 managing 84 moving 91 republishing 132 dual mode functionality 331 dynamic website folders 119 122 125 E editing 27 custom report 207 definition 176 during workflow 149 dynamic website folder 122 group 57 project 67 subscriptions 27 enabling 97 LMS 138 rich text in glossary 171 translated content 97 end user account 11 requesting 11 end user website 139 executing 355 368 ANCILE Solutions Inc Index migration run 339 transformation 330 337 355 359 360 361 Export 201 F filtering 61 groups 61 finding 33 roles 30 52 53 54 user 33 folders 76 83 84 113 119 adding 76 deleting 84 managing 83 updating 83 font 266 formatting 177 definition 177 G glossary 165 browsing 169 default language for definitions 172 disabling centralized 171 enabling centralized 170 settings 170 glossary import 193 glossary role 53 assigning user 53 group filter 61 delete 61 groups 30 55 60 61 creating 55 edit 57 filtering 61 updating 55 guided help 248 249 251 252 H help 15 Oracle 302 304 325 help desk 36 history 130 queue
227. ng Caption Navigate Back Caption Navigate Forward Caption Pause Caption Play Caption Step Number Caption Window Title Caption Accessibility Closed Caption Menu item Caption Open Caption Options Cance Caption Close Caption Save Caption Seconds Caption Timer Caption Title Caption 5 Highlight a phrase in the phrase list 6 Click Select Phrase ANCILE Solutions Inc 251 Chapter 11 Using Author Templates 7 Perform one of the following options if You Want To Add a custom phrase Click Add Select a language from the left Enter the text in the Content area Click OK Select a phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 8 Select FILE gt SAVE to save the template Default Publication Settings Guided Help Mobile Device Publication Settings 1 2 From the editor open the new template Click Publications on the status bar Selected Guided Help under Default Publication Settings in the task pane Select Mobile Device Publication Settings from the drop down list Mobile Device Publication Settings bd Values Os Browser ios Safari Vg naa Perform one of the following options If You Want To Add a new operating Click Add system browser configuration Enter an operating system in the Operating System field Enter t
228. notifications occur automatically no setup is required to enable workflow notifications Workflow notifications are sent via email A reviewer s My Review List displays documents in workflow that are assigned to the reviewer For more information refer to Using the My Review List on page 25 Viewing a Reviewer Notification As the workflow progresses through the list of reviewers each reviewer will receive an email notifying him of a document awaiting review The notification email subject line reads You are needed to review the document Document Name The email includes a hyperlink to the document Viewing an Author Notification When the workflow for a document is complete the workflow creator will receive an email notification of workflow completion The email includes a hyperlink to the document ANCILE Solutions Inc 147 Chapter 7 Using Workflow Updating a Workflow You can update a workflow and its members Documents that are already in workflow will not be affected by an update Updating a Workflow 1 2 Click Workflow on the left menu to display a list of existing workflows Click on the name of the workflow to be updated As desired edit the name or description of the workflow As desired reorder the list of reviewers using the up and down arrows To add or remove reviewers click uPerform Users Click Save 148 ANCILE Solutions Inc Chapter 7 Using Workflow Partic
229. ns Inc Chapter 4 Managing Users Roles and Groups 13 To add filters to the group click Filters g You must add a filter to the group in order to synchronize users with the uPerform server For more information on synchronization requirements refer to Creating and Managing Users Via User Information Source on page 37 14 Select one or more filters from the Available Filters list 15 Click OK 16 Click OK Editing a Group 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click Groups under Users Roles and Groups 58 Groups Click on a content group to add edit or delete a group Content Groups EVANCILE uPerform Workspace 4 40 0 11 All Users f Group 2 4 Click on the group you want to edit 5g Groups Click on a content group to add edit or delete a group Content Groups Selected Group JANCILE uPerform Workspace 4 40 0 11 All Users Name Group 2 Group 1 Description Users o Groups o Applied Filters Ads ean gt Delete T vien users ANCILE Solutions Inc 57 Chapter 4 Managing Users Roles and Groups 5 Click Edit Edit Content Group Location RWD uPerform Workspace All Users Name Admin Group Applied Filters 6 Review complete the following fields Field Description Edit the name for the group Edit the description for the group T To edit users in the group click uPerfor
230. nt Consequently the browser will remember your selected menu setting between browser sessions To collapse or expand the left menu click the arrow icon below the website navigation buttons When an end user displays context sensitive help the left menu is always collapsed Actions 1 J Assign Website Context Change Owner Using Your Personal Page te a Sales Order Your personal page contains your personalized information My Projects My Review List You have nothing to review My Favorites You have no favorites My Alerts d to Sales by The following lists are available on every author and administrator personal page O My Projects Displays links to all projects to which you have access From this list the website view of the project is also available O My Review List Displays content currently in a workflow assigned to you The five most recent links based on the modification date are displayed To display all links click More 24 ANCILE Solutions Inc Chapter 3 Exploring the Server Workspace O My Favorites Displays links to content discussions or folders that you have added to your list of favorites The five most recent links based on the modification date are displayed To display all links click More O My Alerts Displays notifications about changes to content to which you have subscribed You can remove all or selected noti
231. nt Library Context area is available on each binder and cover page This area provides a hierarchical display of the content location in the document library You can click on a hyperlink in the displayed hierarchy to navigate to another location in the document library Document Library Context Collaboration Group Memory gt Acme ERP Implementation gt Document Library gt Intranet gt Sales Order Parti ANCILE Solutions Inc 79 Chapter 5 Working With the Document Library Viewing a Binder 1 Click izsitsita 2 Click on the name of the project in which the binder is stored 3 Click Document Library 4 Navigate to the folder in which the binder is stored 5 Click on the name of the binder you want to view Sales Timesheet uPerform Binder Properties Last Modified 3 21 07 2 32 PM Last Modified By Cindy Brovn Translations English United States en US Sales Timesheet Default Group Assignments Administrative Group Document Library Context Acme Corporation gt Acme Corp Project gt Documen t Library gt Sales gt Sales Timesheet Related Documents No related document selected 6 Review the following information on the cover page Properties Contains the date and time of the most recent modification and the name of the modifier Translations Contains language of the content and if applicable associated translations Group Assignments Contains the groups to which the binder has been ass
232. nter the number of major versions to store on the server The number must be greater than 0 Remove additional versions now Select this option to remove excess major versions This option is available only if the Maximum major versions to store field contains a number greater than 0 This function permanently deletes non inclusive versions from the database server Allow Authors to Assign Website Context Select this option to allow authors to assign website context for the documents in this project Enable Anonymous Access Select this option to enable anonymous access for the project Allow Authors to Initiate Ad Hoc Select this option to allow an author to enable an Workflows ad hoc workflow Enable Assessment Score Tracking Select this option to enable assessment score tracking for the project Assessment scores are tracked for uPerform courses and simulations with templates that have SCORM 1 2 or SCORM 2004 packaging enabled For more information refer to Specifying New Template Settings Publications ANCILE Solutions Inc 73 Chapter 5 Working With the Document Library Field Description Enable Content Editing and deleting Select this option to restrict check in check out only for owners and administrators delete and rollback functionality to the owner or administrator for content assigned to them Enable Group Based Filtering Select this option to enable group based filtering for t
233. nts Activities During Document Transformation Processing During transformation of your Info Pak documents the Migration Wizard transforms the sections of your Info Pak documents to the sections in a uPerform document You specify the mapping of sections between Info Pak and uPerform in the initial Migration Wizard configuration After the Migration Wizard has completed the transformation processing you can open the new uPerform documents with the uPerform editor for quality assurance review and editing In particular you must edit the procedure section in order to ensure your content displays properly for publication If you have content that contains a document and a simulation it is recommended that you edit in the simulation view Finally you can check the new uPerform documents into the uPerform server in single or batch mode ANCILE Solutions Inc 337 Appendix A Incorporating Info Pak Content If you previously checked in an Info Pak document for dual mode functionality and you then transform this document and check it into the uPerform server your Info Pak document is replaced with the transformed document on the server The resulting uPerform document receives a new version designator The website context assigned to the document and any associated discussion content is retained with the transformed uPerform document A After transformation you should archive your Info Pak content library and moving forward edit the uPe
234. o Republish all documents Deselect Only add documents with an approved associated with the updated status template regardless of Q An approved document is the most recent version that has been sent to the publishing queue by the project administrator and has approved workflow status approval status View a list of documents Click List Documents associated with the updated Only documents which require updating template will be listed 7 Click OK Q Documents will be added to the publishing queue For more information refer to Publishing Content for Display on the Website on page 127 ANCILE Solutions Inc 133 Chapter 6 Working With the Website Subscribing to Publish Events You can subscribe to be notified when the publish activity is complete Subscription notices can be delivered via your uPerform personal page email message or via both methods Subscribing to a Publish Event 1 2 Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click Publishing in the Server Administration area Click Subscribe on the left menu Select one or more of the following options Post notifications to my Select this option to receive your subscription Personal Page notification in the My Alerts section of your uPerform personal page Send notifications in an email Select this option to receive your subscription report to
235. oject progress and status you can execute several standard reports from the ANCILE uPerform server In addition to the provided document tracking workflow status and published content report you can also create and execute custom reports 197 Chapter 10 Using Reports Introduction to Reporting Reports are used to track project progress and activity within the uPerform server Reports can be generated for uPerform and managed documents Once a report is generated the results can be exported or viewed online Four standard reports are available within the uPerform server m g Assessment Performance Displays a detailed report for courses and assessments assigned to a project Assessment scores are tracked for uPerform courses and simulations with templates that have SCORM 1 2 or SCORM 2004 packaging enabled For more information refer to Specifying New Template Settings Publications Document Tracking Displays a detailed report of the documents assigned to a project Published Content Displays a detailed report of the published documents assigned to a project Workflow Status Displays a detailed report of the document workflows assigned to a project System administrators have access to all reports Project administrators have access only to reporting functionalities within a project for which they are the administrator You can create a copy of a standard report and modify the copy using the Save As funct
236. olders This method automatically populates your website using properties stored in the uPerform document By planning your hierarchy and assigning values to properties within your template you can manage a multi dimensional website that updates based on your published or republished content If you plan to include web and managed documents in your dynamic website folders you can assign templates using the instructions found in Editing Properties for a Managed or Web Document on page 88 This method is well suited for a larger end user community and a large number of documents If you are using optional group based filtering this option will affect the way content is displayed on the website For more information on group based filtering and working with groups refer to Creating and Updating Groups on page 55 Q Within the website view you will be linking to content in the document library Content is not copied or moved to achieve display in the website 112 ANCILE Solutions Inc Chapter 6 Working With the Website Building the Website via Context Assignment After creating a project and populating the document library view you are ready to create the website structure In most training rollouts the website structure is often based on your planned curriculum design Building the website via context assignment allows you to manually organize your website by assigning context to document library content A website fold
237. oles and Groups 3 Click Groups under Users Roles and Groups 58 Groups Click on a content group to add edit or delete a group Content Groups EIANCILE uPerform Workspace 4 40 0 11 All Users Group 2 4 Click on the group whose users you want to view 5s Groups Click on a content group to add edit or delete a group Content Groups Selected Group EJANCILE uPerform Workspace 4 40 0 11 All Users Name Group 1 Description Group 2 Users o Groups o Applied Filters badd Bedit 9 Delete view users 5 Click View Users Q If more than 100 000 users are present in the group the View Users button is disabled Synchronizing Groups Q Synchronizing from the Groups page will synchronize all user sources and filters For more information on user source refer to Creating and Managing Users Via User Information Source on page 37 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click Groups under Users Roles and Groups Actions synchronize 9g Groups REERQUUUUUUUUUUUUUUT Click on a content group to add edit or delete a group Areas aros group My Account Content Groups EIRWD uPerform Workspace All Users Acme ERP Group 4 Click Synchronize on the left menu 5 Click OK 60 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Assigning Content to a Group g You must first enable
238. olutions Inc 25 Chapter 3 Exploring the Server Workspace Using the My Favorites List Your My Favorites list displays content you have bookmarked To create a favorite to display in the list 1 Navigate to the content item discussion or folder that you want to bookmark 2 Click Add to My Favorites on the left menu to add the favorite to the list on your personal page Using the My Alerts List Your My Alerts list displays links to content to which you have subscribed If you want to receive notifications about changes to content or folders in uPerform you can subscribe to the object Changes made to the content will initiate a message being sent to the subscriber You can select how you are notified of changes via email or via a link on your personal page The document author is automatically subscribed to documents and the related discussions the author adds to the server This notification is sent via email and a link on your personal page Subscribing to Content 1 Navigate to the content item discussion or folder to which you want to subscribe 2 Click Subscribe on the left menu Subscribe To Help Launchpad A subscription to this folder vill notify you when items are created in added to or removed from this folder or when the folder itself is edited or deleted How to be notified a Mf Post notifications to my Personal Page Send notifications in an email report to rebecca jenshakGancile com Add
239. omplete the following information Field Description uPerform server location Enter the URL of your uPerform server Username Enter the username for the uPerform server Password Enter the password for the uPerform server Trust invalid SSL certificates Select this option if you are using SSL but your certificate is not signed Use Proxy Authentication Click the Use Proxy Authentication checkbox if optional your administrator has set up a proxy server for connecting to the uPerform server Username Enter the username for the proxy authentication Password Enter the password for the proxy authentication Test Connection Click Test Connection to test your connection to the uPerform server Q Upon exiting the application connection information is stored for future use in the Migration Wizard Application Settings XML file located on the local computer in C Users lt USER gt AppData Roaming ANCILE Migration Wizard Version 4 5X AppSettings xml 7 Click Next e Migration Step 3 uPerform Project and Template Specify the uPerform project and template to be used uPerform Project Acme Migration uPerform Template Becky Migration Template uct 8 Complete the following fields Field Description 0 0 uPerform Project Select the project that contains the template you want to update uPerform Template Select the template you want to update with the transformation ANCILE Solutions Inc 349
240. on Authors can publish locally to preview content and administrators manage the server publish queue to make content available to users Recorder The uPerform functionality that captures author actions in one or more target applications to produce a formatted document simulation and screenflow Simulation A set of instructions images and associated objects intended for export as interactive output Skin The skin files define the style of the uPerform interface elements Using skins you can change the colors of the interface areas set new fonts properties use different images for icons in the interface etc Student Guide A collection of concepts procedures and exercises related to a series of tasks or a process Suggestion A proposed alternate definition entered by an author for evaluation as a potential new glossary definition 364 ANCILE Solutions Inc Glossary of Terms Template A set of document simulation and course options that control formatting and content Each content file is created from a template which determines the basic structure for content and specifies the content settings The template also specifies information about the types and formats of content that can be published Term The name of a field or option in the target application being documented A term can have one or more definitions Transformation The process of converting Info Pak documents to uPerform documents Translation u
241. on message cstephens rwd com age will be sent to these people from cste Subject FYI 4 10 Build 10 Test Project Message Content add your own content as desired 4 10 Build 10 Test Project can be at http uperformtraining rwduperform com gm cabinet 1 25 101 v ok cancel 3 Complete the following information Field Description 0 Enter one or more recipient email addresses If you specify multiple email addresses separate each with a comma To specify users from the uPerform address book click uPerform Users Subject As desired modify the default email subject text Message Content As desired provide additional text to the email body ANCILE Solutions Inc 163 Chapter 8 Collaborating on Content 4 Tocopy yourself on the message select the Copy yourself on message checkbox 5 Click OK 164 ANCILE Solutions Inc Chapter 9 Working with the Glossary ANCILE uPerform allows you to maintain a centralized database of terms and definitions used in procedural content This glossary functionality ensures authors are using consistent and approved definitions Authors can retrieve definitions and suggest alternate definitions Administrators manage the glossary settings including the use of rich text formatting in definitions and the tracking of term usage The glossary functionality is available only in procedural content 165 Chapter 9 Working with
242. on the left menu Add a New Document Description Language English United States en US Select a file Browse Free text 8 File Edit View Insert Format Tools Table a w 4 7 Ra ag e a e Normal y Verdana v 1z 03t B Z U amp x xmi E E Sp la Design Code Mss can 6 Complete the following information Field Description Name The default name is the name of the document If desired edit the name of the document Description Enter amplifying information about the managed document Language Select the appropriate language for the new document The default is your website default language 7 Perform one of the following If you want to Select a file default To check in a file click Select a file and click Browse to locate and select the managed document to upload Free Text To add an HTML document click Free Text Enter text and format using the rich text editor toolbar controls kei You must have Java version 6 installed to enable uPerform s rich text editor 8 Click Save 86 ANCILE Solutions Inc Chapter 5 Working With the Document Library Updating a Managed Document 1 Select the managed document If you want to Edit and upload a new file Click Get Latest Version Select Lock Edit and save the document Click Check In Select the appropriate version number Click Browse Navigate to the new version of the managed document Clic
243. ontext sensitive help allows you to provide end users with quick and convenient access to help via an online performance support system End users request help from the uPerform server via a direct link in the Internet Explorer 7 8 or 9 application End users will need to install the uPerform_CSH msi plug in on their computers which is located in the uPerform server folder install Collaboration WWW ANCILEHIp or you can push the installation out via a system management server SMS End users with the 64 bit version of Internet Explorer must install the uPerform_CSH_x64 msi plug in to use generic context sensitive help Both the 32 bit and 64 bit versions can be installed side by side 9 Installing the uPerform CSH x64 msi plug in will not install context sensitive help into the default 32 bit version of Internet Explorer Creating the Help Link for Web Pages Using Internet Explorer 1 2 Close all instances of Internet Explorer Copy the uPerform CSH msi or uPerform CSH x64 msi file to your end user desktop from the WWWAANCILEHIp folder Double click on the uPerform CSH msi or uPerform CSH x64 msi package Click Next Click Next Click Next Optionally select a language The default is English US Enter the server URL from the connection profile Click OK 10 Click Finish ANCILE Solutions Inc 323 Chapter 13 Setting Up Online Help 11 Launch Internet Explorer 12 Click the Help icon or s
244. or more times as needed Move the section later in the list Select the section Click Move Down one or more times as needed 4 Click FILE SAVE to save the template ANCILE Solutions Inc 279 Chapter 11 Using Author Templates Export and Import an Author Template ANCILE uPerform allows users to import and export author template phrases via the XML Localization Interchange File Format XLIFF for translating template content in to multiple languages When a template is exported one XLIFF file will be created for each language When a template is imported it is updated to contain the translated phrases The file is formatted to facilitate translation by displaying the source original text co located next to the target translated text Q9 The XLIFF file can be edited in Notepad in an HTML editor or via a specialized XLIFF editor such as Xliff Editor or Heartsome Exporting Template Content 1 Select FILE MANAGE CONTENT LANGUAGE 2 Select Export template name Export HRudt LZ S F HR HR udt F Bahasa Indonesia Indonesia JF catal catal e tina esk republika F dansk Danmark 7 Deutsch Deutschland F English United Kingdom JF English United States espa ol Espa a JF fran ais Canada 7 fran ais France 7 hrvatski Hrvatska JF italiano Italia magyar Magyarorsz g F Nederlands Belgi Nederlands Nederland F polski Polska Portugu s Brasil p
245. orkflow 1 Click Workflow on the left menu to display a list of existing workflow groups 2 Click New Workflow Create Workflow Description Documents assigned with this workflow group will be circulated a approvers in the order they appear above Use th vi reorder the workflow queue 3 Enter the following information Field Description Enter the name of the workflow group Description Enter optional amplifying information about the workflow Click uPerform Users to add users to the workflow group 4 After selecting the users use the up and down arrows to the right of the Members list to set the sequence of reviewers in the approval process 5 Click OK ANCILE Solutions Inc 145 Chapter 7 Using Workflow Starting a Workflow 1 Go to the document cover page in the server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 2 Click Start Workflow on the left menu Start Workflow Set up document approvers Use selected approval group ACme Workflow Use individual approvers added below Approvers are processed in the order they are listed Use the arrow buttons to move an approver up or down the queue f uPerform Users The approval process will begin when this form is submitted When it becomes an approver s turn to review the document email prompts that person to respond Automatically pu
246. orm document Select the checkbox es in the uPerform Document to convert to PDF area to enable conversion to PDF Simulation Simulation HTML HTML PowerPoint or Word PowerPoint or Word Enable Word doc to Select the checkbox es in the Word doc area to convert to PDF Source or enable conversion to PDF Source or HTML HTML Enable Word docx to Select the checkbox es in the Word docx area to convert to PDF Source or enable conversion to PDF Source or HTML HTML Enable Excel xls to convert Select the checkbox es in the Excel xls area to to PDF or Source enable conversion to PDF or Source Enable Excel xlsx to Select the checkbox es in the Excel xlsx area to convert to PDF or Source enable conversion to PDF or Source Enable PowerPoint ppt to Select the checkbox es in the PowerPoint ppt convert to PDF or Source area to enable conversion to PDF or Source Enable PowerPoint pptx to Select the checkbox in the PowerPoint pptx area convert to Source to enable conversion to Source 5 Click Save 128 ANCILE Solutions Inc Chapter 6 Working With the Website Publishing Content from the Server The uPerform server can be configured to automatically publish content in the publish queue daily at off peak hours Content is automatically placed in the queue when 1 you add content to the publish queue 2 the content has completed workflow and the workflow includes the option to
247. orm server For more information refer to Viewing uPerform Server Product Information on page 15 Add to My Favorites Select this option to add the current content folder or discussion to your list of favorites Your favorites are displayed in the My Favorites list on your personal page For more information refer to Using the My Favorites List on page 25 Subscribe Unsubscribe Select this option to receive or stop alerts regarding changes to the current content folder or discussion Your alerts are displayed in the My Alerts list on your personal page For more information refer to Using the My Favorites List on page 25 Edit Subscription Select this option to specify preferences for receiving subscription notifications Tell Others Select this option to send specified users a link to the current content folder or discussion For more information refer to Using the Tell Others Feature on page 163 ANCILE Solutions Inc 23 Chapter 3 Exploring the Server Workspace Expanding and Collapsing the Left Menu Um qus Add Me to Select the option to participate in author or website discussions Discussion Remove Me from For more information refer to Subscribing to a Discussion see Discussion Subscribing to a Folder or Discussion on page 160 The display of the left menu can be collapsed to increase available screen real estate The setting for the left menu is linked to the user s accou
248. ors and go to Step 5 System Administrators role Add a user to the uPerform Click on uPerform Glossary Administrators and go to Step 5 Glossary Administrators role Add a user to the uPerform Click on uPerform Publishing Administrators and go to Step 5 Publishing Administrators role 5 Click uPerform Users 6 Click All Users 7T Click on the first letter of the last name of the desired user or use the search functionality 8 Select the user name 9 Click Add Selected 10 Click OK 11 Click Save Modifying a Role 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click uPerform Roles in the Users Roles and Groups area 4 Click on the role you want to modify 5 Select uPerform Users to display and select the role members ANCILE Solutions Inc 53 Chapter 4 Managing Users Roles and Groups 6 Perform one of the following actions If You Want To Add a new user to the role Refer to Assigning a User to the uPerform System Glossary or Publishing Administrator Roles on page 53 Delete a user from the role Click uPerform Users Go to Step 7 7T Select the user from the Selected list 8 Click Remove Q Optionally click Remove All to remove all users from the role 9 Click OK 10 Click Save Finding a Role 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click uPerform Roles
249. ortugu s Portugal rom n Romania JF suomi Suomi 7 svenska Sverige T rk e T rkiye 7 envi EM a F Genrapcias Benrapna Export to C UsersJusemame Documents m Cancel l 3 Select the target export language s Q9 Multiple languages can be selected Click the checkbox beside the template name to select all languages 4 Click Export 280 ANCILE Solutions Inc Chapter 11 Using Author Templates 5 Optionally select to specify a destination folder other than the default Only the template will be exported Any depending uPerform content will not be represented in the output 6 Click Export Exporting summay 5 HRud HR udt phrase de DExf HR udt phrase en US 7 Click OK Importing Template Content 1 Select FILE MANAGE CONTENT LANGUAGE 2 Select Import template name Import HR udt k 5 4 HR HR udt F Deutsch Deutschland 7 Engish United States Import from C Users usemame Documents mro erm 3 Select the template and language s to import ANCILE Solutions Inc 281 Chapter 11 Using Author Templates 4 Click Import importing summar 0 a HRud HR udt phrase de DExi HR udt phrase en US xf 5 Click OK Q The template is now updated to include the translated phrases and will be included in content using that template 282 ANCILE Solutions Inc
250. ot want to leverage a standard skin delivered with uPerform you can create a custom skin 1 Copy an existing skin from the uPerform installation Client appdata skins Course or Sim uPerform folder 2 Paste the skin to the uPerform installation Client appdata skins Course or Sim custom folder 3 Rename the skin the folder name For example Custom Skin 001 4 Modify the skin css located in the uPerform installation Client appdata skins Course or Sim custom renamed skin skin folder ANCILE Solutions Inc 287 Chapter 12 Using Custom Skins and Modifying CSS Files Managing Custom Skins Managing Local Custom Skins 1 In the editor select FILE gt MANAGE LOCAL CUSTOM SKINS r Manage Local Custom Skins Skins Name 4 50 course skin sap spp Default Logo Left Default Logo Right Gala Midnight Onyx Rounded Rounded edit skin Square Square edit Selected skin Version 2 0 Type Course Course Course Course Course Course Course Course Course Course Course Import Export Remove Check in_ Q Custom skins that exist on the uPerform server and are not already present on the current user s system are automatically downloaded Q If you download a custom skin while connected to the server the uPerform client will perform a check of the local custom skin against the downloaded skin If the local copy has be
251. ou receive password information sent via email Adding a User Information Source from a File Source 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click User Information Source in the Users Roles and Groups area ANCILE Solutions Inc 39 Chapter 4 Managing Users Roles and Groups 4 5 9 Click Add User Source on the left menu Enter a name for the source in the Name field Enter a description of the source in the Description field Select File from the source drop down list Edit User Information Source Location LDAP acmeds com 389 Page Size 500 Security Connection 5 Simple Requires user distinguished name and password User ID jdoe acmegs com Password Password Confirmation Anonymous Field Mapping uPerform Fields Fields User ID sAMAccountName Unique Identifier distinguishedName Email Address mail First Name GivenName Last Name V Enable Automatic Synchronization Send Account Created Notifications 4 Previous bal Field Description Upload a file Connect to a file over HTTP Field Mapping Select the Upload File Path radio button and select Browse to navigate to the file location Go to Step 10 Select Connect to a File and complete the following fields Path Enter the static path for the file to which you want to connect User ID Enter the User ID that has access to the file
252. ount as described in Specifying an Author Account for Oracle E Business Revisit the screens in the application for which you want to provide context sensitive help and click on the help icon on each screen captured in the recorded document This will open up a new browser window containing the context identifier for the screen Highlight and copy the context identifier string from the browser window Repeat until context identifiers for all screens within the procedure have been collected Go to Step 4 296 ANCILE Solutions Inc Chapter 13 Setting Up Online Help If You Want To Provide context sensitive help using Perform the steps described in Modifying the SAP SRM version 4 6 Workplace Integration API Revisit the screens in the application for which you want to provide context sensitive help and click on the help icon on each screen captured in the recorded document Highlight and copy the context identifier string from the browser window Repeat until context identifiers for all screens within the procedure have been collected Go to Step 4 Provide context sensitive help using If iView Portal page IDs are not automatically SAP EP SAP CRM Web Client SAP collected enable and include the iView Portal SRM version 7 SAP GUI for Page IDs as needed Refer to Enabling the Windows SAP HTML GUI Siebel Required iView Portal Page Options on page PeopleSoft 9 and generic web pages 306 Locating
253. owser window that displays on top of the SAP EP application Context sensitive help allows you to provide end users with quick and convenient access to help via an online performance support system End users request help from the uPerform server via a direct link in the SAP EP application When creating custom Help links in an application that will be hosted in an iView consider using an approach similar to that used in the context sensitive solution for the iView itself C Assign a unique identifier to each Help link Recall that each iView in an SAP EP system has a unique alphanumeric identifier for example com sap portal createNewUser that can be used as a reliable link between an iView and its related help content Each custom Help link should also have a unique identifier that can be included in the properties of applicable uPerform documents CJ Include the unique Help link identifier in uPerform documents uPerform allows the author to specify the iView ID s to which the document applies The Help link unique identifier should also be specified in the document Enabling the Required iView Portal Page Options To enable end users to access context sensitive help for an iView portal page the Help option must be enabled Each iView portal page Help option is disabled by default however an SAP EP user with the appropriate permission to edit an iView portal page can enable the Help option via the Property Editor Each iView and po
254. p 9 Click Save Removing Related Content 1 Click Qsissis in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Select the folder containing the file for which you want to remove a relationship 5 Click Edit Related Documents in the left navigation page Edit Related Documents amp B9 Document Library E BI Human Resources HR E sales Division Related Documents Document t Library gt Sales Division gt Sales 6 Inthe tree view expand the folder that contains the relationship you want to remove 7 Deselect the checkbox es next to the relationship you want to remove 8 Click Save 100 ANCILE Solutions Inc Chapter 5 Working With the Document Library Using Version History A version history is maintained for uPerform content The version history for uPerform content can be viewed from either the editor or server The version history for a managed document can be viewed from the server only All versions of a document are listed chronologically For more information on using version history with the editor refer to Using Version History in the companion manual Creating Content with ANCILE uPerform You can also revert or rollback to an earlier version of content from the server workspace This action sets the latest version of a file to the previous version of the file Viewing the Version History from the Server 1 2 Click i amp sisss in the uPe
255. p user interface The style to be used for the link text Page Description Text The style to be used for the page description text Page Title Text The style to be used for the page title text Screen Caption The style to be used for the captions displayed above screen captures in a document Section Name The style to be used for sections displayed in your document Table of Contents Heading 1 The style to be used for the levels within the table of 6 contents Table Text The style to be used for the table text Top Navigation Text The style to be used for the top navigation text displayed in a uPerform course 9 Click Modify 10 Click Select Phrase 268 ANCILE Solutions Inc Chapter 11 Using Author Templates 11 Perform one of the following options if You Want To Add a custom phrase Click Add Select a language from the left Enter the text in the Content area Click OK Select a phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 12 Complete the following fields Q Depending on the style selected some of the following options may not be displayed Field Description 1 Click Select to choose a font Font Color Select a font color from the drop down list Optionally click Select to create a custom color Effects Click the checkbox es next to Bold U
256. perties in the task pane 6 Edit the name in the Name field 7 Optionally enter a description in the Description field 8 Select a uPerform template from the Template listbox Selecting a template allows you to add a transaction code and to associate uPerform template properties within the template to your web or managed document For more information on template properties refer to Specifying New Template Settings Properties on page 224 88 ANCILE Solutions Inc Chapter 5 Working With the Document Library Changing the Document Owner The system administrator has permission to change the owner of a document individually or in bulk The new owner of a document is automatically subscribed to the document Q The Bulk Change Owner option is only available at the project level 1 Click siss in the uPerform server workspace 2 Click on the project name 3 Perform one of the following options If You Want To Change the document owner for a single document Change the document owner for all documents in a project 4 Click Save Deleting Content Click Document Library Navigate to the folder containing the document to be edited Click on the name of the binder containing the content In the Translations section click on the document to go to the cover page Click Change Owner on the left menu Click uPerform Users to locate and specify the new owner Click Bulk Change Owner on the lef
257. projects created by the system administrator Each project contains the following two folders O Document library O Website Within the document library and website areas you implement a custom hierarchy for your authors and end users respectively In addition to these two areas each project has one or more assigned templates A template can be used on multiple projects The following is an illustration of a typical project setup in uPerform 4 Acme Development Project Project Training development for the Acme implementation Document Library 1 Development team s space Website 0 End user s space Templates 2 AcmeProjectTemplate udt Creating a Project 1 Log into the uPerform server via a web browser 2 Click imis 3 Click New Project on the left menu Create a New Project Project Name Project Description Document Library Description Website Description 66 ANCILE Solutions Inc Chapter 5 Working With the Document Library 4 Complete the following information Field Description Project Name Enter the name of the project Project Description Enter amplifying information about the project and its purpose Document Library Enter a description of the library associated with the Description project Website Description Enter a description of the website associated with the project 5 Click Save to display the project cover page Editing a Project 1 Log into the
258. r Templates Introduction to Author Templates A key capability of uPerform is the ability to allow administrators to establish and enforce standards through the use of author templates Author templates contain configuration and style settings to control the appearance and content of your training materials Templates help you to enforce consistency via these predetermined formatting and configuration settings Consistent formatting enables your users to quickly and easily find information in all content Author templates provide control over the following elements M g Sections represents a single contiguous group of blocks in a document Blocks a content element containing the information required to render a discrete item in all available views Styles a group of formatting options that relate to paragraphs or character text Publications a designator indicating content output Phrases a group of culture specific boilerplate text items that are placed into a block by default uPerform Properties metadata such as document title owner and version used to describe content Image Data and Language Management allows you to control images data fields and languages associated with a template Info Pak Properties allows you to view a list of document types content location and websafe paths of migrated ANCILE Info Pak documents You can edit author templates via the uPerform editor 212 A
259. r the uPerform server Password Enter the password for the uPerform server Select Trust invalid SSL Select this option if you are using SSL but your certificates certificate is not signed Use Proxy Authentication Click the Use Proxy Authentication checkbox if optional your administrator has set up a proxy server for connecting to the uPerform server Username Enter the username for the proxy authentication Password Enter the password for the proxy authentication 356 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content 7 Click Next Migration Wizard Transformation Migration Step 3 uPerform Project and Template Specify the uPerform project and template to be used uPerform Project J uPerform Template Acme Migration udt v pm Previous 8 Select the project from the uPerform Project list 9 Select a template from the uPerform Template list Q9 Only those templates containing Info Pak properties needed to perform a transformation are displayed For more information refer to Migrating Info Pak Documents to the uPerform Document Library on page 347 10 Click Next Migration Wizard Transformation Migration Step 4 Transform Info Pak Documents Transform Info Pak documents and simulations into uPerform documents Browse 11 Complete the following information Field Description Inbox Browse to the location of your Info Pak documents
260. r to the companion manual ANCILE uPerform Administration The server workspace is accessed via a standard web browser Your home page within the workspace is called your personal page 18 ANCILE Solutions Inc Chapter 3 Exploring the Server Workspace Using the Server Workspace Your uPerform personal page is divided into three main areas O The top banner Contains search functionality O The left menu Contains navigation buttons and options pertinent to your current location and system access in uPerform O Your personalized content area Displays your favorites list projects to which you are assigned any workflow items requiring your attention and a list of alerts received as a result of subscribing to content ANCILE sU My Projects M cnr Regulations was added to Sales Timeshe M purchase Orders on 6 29 11 11 43 AM sales Timesheets st was added to RJ ManageDocTest Document Library by Rebecca on 6 23 11 6 16 PM Mg Remove Marked fgg Remove All Personalized Content Area Using the Top Banner The top banner provides access to search functionality to allow you to execute a quick search using one or more words or a document type Advanced searches can be performed within a project Search results include a hyperlink to the found object s The uPerform search engine incorporates stemming to maximize search results In other words when you search for the wor
261. r workspace Q9 The document cover page for uPerform content is located within the Translations area of the binder 2 Click I do not Approve in the Workflow area of the window 3 Complete the following information Field Description 0 0 Enter any email address es in addition to previous approvers and authors or click Collaboration Users to select users from a list Subject Edit the default subject text as necessary As desired add information to the default message text 4 Click OK Q When a document is rejected all users in the notification To field receive an email informing them of the rejection 150 ANCILE Solutions Inc Chapter 7 Using Workflow Stopping a Workflow and Deleting a Workflow Authors and administrators can stop a workflow Reviewers who have completed their review are notified via email Restarting the workflow begins with the first reviewer Deleting a workflow is not the same as stopping a workflow Deleted workflows cannot be recovered Stopping a Workflow 1 Go to the document cover page in the server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 2 Click Stop Workflow on the left menu Stop Workflow Inform approvers who have already received the document for review Click here to launch your email client To separate multiple email addresses with commas An email message will be sent to
262. ransforming Info Pak Documents see Transforming Info Pak Documents and Simulations on page 355 Migrating Info Pak Documents to the uPerform Document Library A This activity does not migrate Web Architect or Glossary data If the Web Architect database has already been migrated documents will be checked into the correct location in uPerform otherwise the documents will be checked into the project root 1 Select START gt PROGRAMS gt ANCILE UPERFORM gt MIGRATION WIZARD to open the Migration Wizard 2 Review the prerequisites and optionally specify the interface language 3 Click Next 4 Select Batch check in Info Pak documents 5 Click Next 6 Complete the following information Field Description Enter the URL of your uPerform server Username Enter the username for the uPerform server Enter the password for the uPerform server Use Proxy Authentication optional Click the Use Proxy Authentication checkbox if your administrator has set up proxy server for connecting to the uPerform server Trust Invalid SSL Certificates Select this option if you are using SSL but your certificate is not signed Username Enter the username for the proxy authentication Password Enter the password for the proxy authentication 7 Click Next ANCILE Solutions Inc 347 Appendix A Incorporating Info Pak Content 8 Select a project from the uPerform Project drop down list 9 Click Next 10 C
263. rary on page 347 7T Click OK Q This process may take several minutes 8 Edit the document using the procedures and information found in Reviewing and Editing Transformed Info Pak Documents see Reviewing and Editing Transformed Documents and Simulations on page 360 ANCILE Solutions Inc 359 Appendix A Incorporating Info Pak Content Reviewing and Editing Transformed Documents and Simulations Once you have transformed an Info Pak document or simulation to a uPerform document or simulation you must review the document to ensure proper formatting and content display After transformation your content will be displayed using uPerform styles Reviewing and Editing Transformations Q The following styles are lost when converting Info Pak documents character scale outline shading and doublestrike The following list provides information on areas that may need particular attention A Highly customized Info Pak documents will require more extensive quality reviews Highly customized documents include but are not limited to manually inserted tables and steps an extensive Info Pak glossary and notes inserted after screenshots m Hotspots During transformation hot spot images are located and an image of the hotspot for example SEHE is placed into the document to help you determine the hotspot location If you are working with content that contains a document and a simulation the hotspot should be edi
264. rating Info Pak Content 14 Complete review the following information Field Description Web Architect Profile Browse to the location of your Web Architect pro file Profile xml files are typically stored in the follow ing locations For Windows XP C Documents and Settings Your Username My Documents Info pak profiles wa For Windows Vista and Windows 7 C Users Docu ments Info pak profiles wa Content URL Enter the web server location of your published Info Pak content The Migration Wizard does not validate URLs For example http Install Location collaboration www ipcontent Profile Settings Review the settings for your Web Architect profile to ensure they are correct 15 Click Next Migration Wizard Migration DER Migration Step 6 Document Library Structure Specify how the documents will be organized for authors within the uPetform server Directory Structure Document Properties grove m 16 Choose from the following options If You Want To Build the document library based on Select the Directory Structure radio button and directory structure go to Step 19 Build the document library based on Select the Document Properties radio button document properties and go to Step 17 17 Select the properties to use from the Properties Available list and click gt gt to move these properties into the Properties Selected list on the right Use the up an
265. ration 3 Select Integration Settings under Server Administration 4 Select Context Sensitive Help Connection Profiles under Integration Settings 5 Select the connection profile I Oracle 12 Conn Application Orade 12 Applications Help Web Agent Profile Setting httpi dev rwduperform com gm 1 11 38201 Applications Help Web Agent Profile Setting for Authors http dev rwduperform cor RWDHIp authorMode htrnl Base Help URL httpi g4korapp dev400D rudtech corn 8001 OA HTML Browser Settings Width 40 Height 80 Location Right Stay On Top IE Only No 302 ANCILE Solutions Inc Chapter 13 Setting Up Online Help 6 Review the following system generated values Field Description This value is pasted into the Applications Help Web Agent profile setting for the end user in Oracle E Business This value is generated by uPerform and is not configurable Applications Help Web Agent Profile Setting Application Help Web Agent Profile Setting for Authors Refer to Modifying Oracle E Business End User Accounts for Use with Context Sensitive Help on page 303 for information on using this value to modify end user accounts in Oracle This value is pasted into the Application Help Web Agent profile setting for the designated author in Oracle E Business This value is generated by uPerform and is not configurable 7 Copy the URL from the Applications Help Web Agent Profile Settings for Authors field
266. ration area g Glossary Configuration V Enable Glossary V Allow Rich Text in Definitions Default Language for Definitions English United States v 4 Select the Enable Glossary checkbox 5 Click Save 170 ANCILE Solutions Inc Chapter 9 Working with the Glossary Disabling the Centralized Glossary 1 2 Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click Glossary in the Server Administration area Deselect the Enable Glossary checkbox Click Save Enabling Rich Text in Definitions 1 2 Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click Glossary in the Server Administration area g Glossary Configuration 7 Enable Glossary 7 Allow Rich Text in Definitions Default Language for Definitions English United States m Select the Allow Rich Text in Definitions checkbox Click Save Disabling Rich Text in Definitions 1 2 Click Administration on the left menu of the server workspace Click Server Administration in the Administration area Click Glossary in the Server Administration area Deselect the Allow Rich Text in Definitions checkbox Click Save ANCILE Solutions Inc 171 Chapter 9 Working with the Glossary Setting the Default Language for Definitions 1 C
267. rding your subscription via email and or your personal page An owner is automatically subscribed to the author and website discussions associated with content created by the owner Subscribing to a Folder or Discussion 1 Go to the folder in the server workspace 2 Select one of the following options to subscribe to the folder If You Want To Add to your favorites located on the Click Add To My Favorites server home page To remove from your favorites click My Favorites on the Home page and then click Delete Subscribe to the folder to receive a Click Subscribe on the left menu notification when messages are posted Specify your desired personal page notification options Click OK To unsubscribe from the folder click Unsubscribe on the left menu Then click OK 3 Select one of the following options to subscribe to a discussion If You Want To Subscribe to an Author or Website Go to Step 4 Discussion Subscribe to a folder level discussion Navigate to the discussion cover page Click Subscribe on the left menu To unsubscribe from the discussion click Unsubscribe on the left menu Then click OK 4 Navigate to the document cover page in the folder or server workspace Q The document cover page for uPerform content is located within the Translations area of the binder 5 Scroll down to the Author Discussion or Website Discussion area of the window 160 ANCILE Solutions Inc
268. re the section is used in the This item is used by the items below area 10 Click FILE gt SAVE to specify additional sections ANCILE Solutions Inc 277 Chapter 11 Using Author Templates Modifying Duplicating and Deleting Sections 1 From the editor open the new template 2 Click Sections on the status bar pupone 7 ASAP BPP Configuration Infomation UOLUNT Configuration Information Test Information Data Sheet ASAP BPP Exercise Data Sheet Screen Flow c Test Information Procedure Result TTE SIISTISTTSTIE IT ISTISIT General Properties Phrases Publications Styles Blocks Sections Ready 3 Perform one of the following options If You Want To Modify a section Select the section from the Manage All Sections list in the content pane Click Modify For information on modifying a section refer to Specifying Sections on page 276 Duplicate a section Select the section from the content area and click Duplicate The duplicated section is added below the original section Modify the property to specify a new name and characteristics For information refer to Specifying Sections on page 276 Delete a section Select the section from the content area and click Delete At the prompt click Yes 278 ANCILE Solutions Inc Chapter 11 Using Author Templates If You Want To Move a section earlier in the list Select the section Click Move Up one
269. re your page size is within that range If the directory server does not use paging enter A Page size should not be set if the directory server does not provide an estimated number of results Security Connection Select the Simple or Anonymous radio button If you choose simple enter the user name and password of the user to use to connect to the directory server 42 ANCILE Solutions Inc Chapier 4 Managing Users Roles and Groups 8 Go to Step 10 Edit User Information Source Name Acme File Source Locitiont Upload File Path Field Mapping Connect to a file over HTTP TRITT Browse serID accountInfo userID Unique Identifier Email Address First Name Last Name uPerform Fields Fields guid accountInfor email firstName lastName J Enable Automatic Synchronization Send Account Created Notifications 9 Choose from the following options if You Want To Upload a file Select Upload File Path and select Browse to navigate to the file location Select Connect to a File and complete the following fields Path Enter the static path for the file to which you want to connect User ID Enter the User ID that has access to the file Password Enter the password for the user Password Confirmation Confirm the password 10 Complete the following fields Feld Description Field Mapping User ID For a directory server ent
270. rform documents 338 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content Executing a Migration Run The Migration Wizard is available from the Microsoft Windows Start menu The Migration Wizard interface is available in all languages supported by uPerform The Migration Wizard will gather information at each step for use in future steps but no data will be migrated until the Wizard is completed Uploading All Info Pak Data Into uPerform 1 Create an ipcontent folder in the Install Location collaboration www location 2 Place your published Info Pak content into the ipcontent folder 3 Select START gt PROGRAMS gt ANCILE UPERFORM gt MIGRATION WIZARD to open the migration wizard Migration Wizard Migration Migration Prerequisites Ensure these requirements are met before you start the Info Pak migration process The uPerform server is up and running At least one uPerform project is available The uPerform server is accessible from your computer Info Pak Admin products Web Architect Glossary are installed on this computer and the data is set up properly for migration Content and Parent locations are accessible from the uPerform server A uPerform account is available uPerform client template is available for the transformation process Interface Lanquage About Close 4 Review the prerequisites and optionally specify the interface language ANCILE Solutions Inc
271. rform server workspace Click on the project name Click Document Library Select the folder containing the content Click on the name of the binder containing the content you want to view Under Translations click on the name of the content Q The current version designator is displayed to the right of Version in the Document Properties portion of the screen A list of previous versions is displayed in the Version History portion of the screen Version History ales Order 1 0 Jane Doe To access an earlier version of a document click on the content hyperlink below Version History Rolling Back to the Previous Version 1 2 3 Click sissi in the uPerform server workspace Click on the project name Click Document Library ANCILE Solutions Inc 101 Chapter 5 Working With the Document Library 4 5 Select the folder containing the content Click on the name of the binder containing the content you want to view In the Translations section click on the name of the content Q A list of previous versions is displayed in the Version History portion of the screen Click Rollback on the left menu to set the current version of the document to the previous version A When you confirm the rollback the current version of the document will be permanently deleted from the server You cannot roll back a transformed Info Pak document i e the resulting uPerform document For more information on working
272. rlink 5 Select Add Filter on the left menu Create a New Filter Directory Server Base DN Filter String fd OK E cance 6 Complete the following fields Feld Description Directory Server Base DN Enter the Directory Server Base DN Example OU uPerform DC acme DC com This option is not available if your user information source is created from a file Filter String For a directory server enter an LDAP query Example amp objectClass user memberOf CN HumanR esourses OU Groups OU uPerform DC acme DC com For a file user source enter the XPath query to the user Example users user group HR ANCILE Solutions Inc 45 Chapter 4 Managing Users Roles and Groups 7T Click OK 8 To activate the filter apply it to a group For more information refer to Assigning Content to a Group on page 61 A If a filter is not assigned to a group users in the filter will not be added into uPerform unless they are a member of another filter Editing a User Information Source Filter Q A user source filter cannot be edited if it is synchronizing 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click User Information Sources in the Users Roles and Groups area 4 Select the User Source hyperlink 5 Select the Filter Name hyperlink 6 Select Edit Properties 7T Complete the following fields Field Description Edit t
273. rm open the profile connection you created as described in Specifying a Connection with the uPerform Server Q This profile contains all of the information necessary to manage a connection with Oracle E Business a Oracle 12 Conn Application Oracle 12 Applications Help Web Agent Profile Setting http dev rwduperform com gm 1 11 38201 Applications Help Web Agent Profile Setting for Authors http dev ruduperform com RWDHIp authorMode html Base Help URL http g4korapp dev4000 rwdtech com 8001 OA_HTML Browser Settings Width 40 Height 80 Location Right Stay On Top IE Only No 304 ANCILE Solutions Inc Chapter 13 Setting Up Online Help 4 Copy the URL from the Applications Help Web Agent Profile Settings for End Users field System Profile Values Application Responsibility User Profile Option Name Site 2 l Applications Help Web Agent 5 In Oracle E Business paste the end user setting URL into the Applications Web Help Agent profile setting column of the system profile value you selected earlier in this section 6 Save the end user settings ANCILE Solutions Inc 305 Chapter 13 Setting Up Online Help Configuring SAP Portal for Use with Context Sensitive Help SAP EP is a web based platform for delivering information from various sources to end users Using the URL to Help Topic setting the SAP EP can display the correct content for each iView Portal Page in a br
274. rm Summary by Project 1 Click Glossary on the left menu of the server workspace 2 Click View Term Summary by Project on the left menu ANCILE Solutions Inc 189 Chapter 9 Working with the Glossary 3 Choose one of the following options Field Description Rebuild Click to rebuild the term summary database View Existing Click to view the existing term summary database 4 Click Save at the prompt to access the Microsoft Excel XML spreadsheet Q In Microsoft Excel 2002 the file is opened as an XML file in the web browser select the save option in the browser to download the file to your local computer In Microsoft Excel 2003 the file is automatically opened in Excel Support for displaying the XML spreadsheet is not available in Microsoft Excel 2000 5 Open the Microsoft Excel file and review the following information for each project sheet displayed Field Description Context Context in which the term is used Default Language Language specified in the glossary configuration and the definition for the term in this language Other Languages Additional definitions in other languages 190 ANCILE Solutions Inc Chapter 9 Working with the Glossary Importing and Exporting a Glossary and Translations Import functionality allows you to upload glossary terms and definitions from an external source as well as import a glossary from ANCILE uPerform You must ensure the imported file is
275. rofiles as necessary You must specify a connection for each instance of the application for which you want to provide context sensitive help Field Description Enter the name of the connection profile Enter details describing the profile Application Select the application from the drop down list Base Help URL Enter the URL of the help application for which you want to provide context sensitive help For example http servername path This option is not available for Help Launchpad or Web Profiles 298 ANCILE Solutions Inc Chapter 13 Setting Up Online Help Field Description 8 Search Method This option is available only for the Web application Select Transaction Code to search by the uPerform transaction code property only Full Text All Words to allow an AND search based on properties or Full Text Any Words to allow an OR search based on properties Width Set the width of the browser window in which the help will display Height Set the height of the browser window in which the help will display Location Specify the location of the browser window in which the help will display Stay on Top Select this option to allow the browser window containing help to display on top of all open applications Q9 This option is available for use only with Internet Explorer 7 Click Save Viewing and Editing a Connection to the uPerform Server 1 InuPerform select Adminis
276. roject s in the Assign Template Name udt window Optionally to assign a template to all projects in the list click select or unselect all Assign Orchestrate udt select or unselect all Click Save to assign the template to the project s Versioning a Template q1 2 In the client open the template you want to update Select FILE gt CHECK IN gt CHECK IN TEMPLATE NAME ANCILE Solutions Inc 69 Chapter 5 Working With the Document Library 3 Optionally select the Lock Template for Editing checkbox 4 Click OK Rolling Back to a Previous Template Version Rolling back to a previous template version sets the version of the template used to publish content Rolling back to a previous version permanently deletes the current version of the template from the server 1 Click Administration on the left menu 2 Click Server Administration in the Administration area 3 Click uPerform Templates in the Server Administration area 4 Select a template from the list 5 Click Rollback Rollback 6 Click OK 7 Optionally republish the documents associated with the template For more information refer to Republishing Documents on page 132 Viewing Template Properties 1 Click Administration on the left menu 2 Click Server Administration in the Administration area 3 Click uPerform Templates in the Server Administration area 4 Perform one of
277. rom the following list Field Description Contains Any Contains any keyword Contains All Contains all of the keywords Does not contain Does not contain any of the keywords 14 Choose from the following options If You Want To Specify the field name as a variable Select the Variable radio button object when generating reports Specify the field name as a fixed object Select the Fixed radio button when generating reports 15 Click Add 16 Repeat Steps 12 through 15 to add additional filters to the report 208 ANCILE Solutions Inc Chapter 10 Using Reports 17 Optionally click Delete next to a filter to remove it from the report 18 Click Save g Refer to Viewing Reports on page 199 and Exporting Reports on page 200 for information on viewing the report output Deleting a Custom Report Q By default you cannot delete standard reports from the uPerform server 1 Click Reports in the left menu 2 Click on the name of the custom report 3 Click Delete Report in the left menu 4 Atthe prompt click OK A Reports are permanently deleted from the server You cannot recover a deleted report ANCILE Solutions Inc 209 Chapter 11 Using Author Templates Author templates in ANCILE uPerform control the formatting and publishing options available to authors Templates allow you to set standards and maintain consistency within your authoring team 211 Chapter 11 Using Autho
278. rom the following options if You Want To Subscribe to events for all filters Go to Step 6 associated with a user information source Subscribe to events for a single filter Click on the Filter Name hyperlink Go to Step 6 6 Click Subscribe on the left pane 7 Choose from the following options Field Description Synchronization Succeeded Check Synchronization Succeeded to be notified of synchronizations that are successful Synchronization Failed Check Synchronization Failed to be notified of synchronizations that fail 48 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Field Description Post notifications to my Check Post notifications to my Personal Page to Personal Page be notified of your selected events on your personal page Send notifications in an email Check Send notifications in an email report to report to current user current user be notified of your selected events via email 8 If Send notifications in an email report to current user is selected select one of the following options If You Want To Then Receive event notifications in a daily Select Add notifications to my daily email email report report Receive event notifications in a weekly Select Add notifications to my weekly email email report report Receive event notifications Select Send me an email immediately after immediately after event each event 9
279. ronizing from the user source page will synchronize all filters associated to that user source Synchronizing from the filter page will only synchronize that filter Synchronizing from the Groups page will synchronize all user sources and filters Before synchronizing the filter needs to be assigned to a group For more information refer to Creating a Group Click Administration on the left menu Click Users Roles and Groups in the Administration area Click User Information Sources in the Users Roles and Groups area Click on the User Source hyperlink ANCILE Solutions Inc 47 Chapter 4 Managing Users Roles and Groups 5 Choose from the following options if You Want To Synchronize all filters associated with Go to Step 6 the user information source Synchronize a single filter to Click on the Filter Name hyperlink and go to add update a specific group Step 6 6 Select Synchronize on the left menu 7 Click OK Optionally schedule automatic synchronization using ANCILE uSchedule For more information refer to Schedule Automated Tasks in the ANCILE uPerform Administration manual Subscribing to Synchronization Summary Notifications 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click User Information Sources in the Users Roles and Groups area 4 Click the User Source hyperlink containing the user source you want to view 5 Choose f
280. rowser window in which the help will display Height Set the height of the browser window in which the help will display Location Specify the location of the browser window in which the help will display Stay on Top 10 Click Save Select this option to allow the browser window containing help to display on top of all open applications g This option is available for use only with Internet Explorer ANCILE Solutions Inc 301 Chapter 13 Setting Up Online Help Configuring Oracle E Business for Use with Context Sensitive Help Context sensitive help allows you to provide end users with quick and convenient access to help via an online performance support system End users request help from the uPerform server via a direct link in the Oracle E Business application Specifying an Author Account for Oracle E Business Q The Oracle system administrator must create a designated author account in Oracle E Business This account communicates with the uPerform server to generate the screen data necessary to request help from Oracle E Business You must log into Oracle E Business using a designated author account in order to record help ready documents Context sensitive help is not available when logged in via the author account For more information on creating user accounts refer to the Oracle E Business documentation 1 InuPerform select Administration in the left navigation pane 2 Select Server Administ
281. rtal page in a portal system can be contained in a tray The tray includes the name of the iView portal page and a drop down menu of options such as Refresh Open in New Window Personalize Details and Help To enable the iView portal page required options 1 Log into SAP Enterprise Portal with Content Administrator permission 306 ANCILE Solutions Inc Chapter 13 Setting Up Online Help 2 Inthe Portal Catalog right click on the desired iView portal page and select Open gt Object Q An iView or portal page may display in several different contexts based on your role within the SAP EP For example the Create User iView may be configured differently for Super Administrators than it is for Content Administrators In addition note the specific role s in which an iView portal page is to be modified If more than one role applies the iView portal page must be edited for all roles 3 Inthe editing area select the Property Editor panel located to the right of the editing area 4 Inthe Property Category list select Show All 5 For the Show Details option property click Yes 6 For the Show Help option property click Yes 7 For the Show Tray option property click Yes 8 Click Save Locating the iView Portal Page ID Each iView and portal page in SAP EP has a unique alphanumeric identifier which is registered in the portal content directory PCD The identifier is assigned when a new iView portal page is
282. rver Page ASP or Java Server Page JSP on a web server to receive the output for subsequent storage and reporting in a learning management system Any technology that accepts the form Post method using HTTP can be used to handle the output Example http www yourcompany com results asp Note that if the student s web browser security settings are set to High warning messages will be displayed Q The Create Package option must be disabled in order to enter a URI 6 Complete review the following fields Field Description Include in results Select the desired checkboxes to indicate the information to be captured when the simulation self test or assessment is completed Specify the required passing score 7 Select FILE gt SAVE to save the template Default Publication Settings Simulation Caption Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Simulation under Default Publication Settings in the task pane ANCILE Solutions Inc 243 Chapter 11 Using Author Templates 4 Select Simulation Caption Settings OO Senclation Publcation Setings Simulation Caption Settings 5 Highlight a phrase in the phrase list 6 Click Select Phrase 7 Perform one of the following options If You Want To Add a custom phrase Click Add Select a language from the left Enter the text in the Content area Click OK Select a p
283. ry on the left menu of the server workspace 2 Enter the existing term associated to which you want to add a new synonym in the Find Term field 3 Click Search 4 Click Change Synonyms on the left menu 8 Synonyms for Order Enter Synonym Sales Order ES Synonyms 5 Enter the new synonym in the Enter Synonym field 6 Click Add Q To enter multiple synonyms repeat Step 5 and Step 6 7 Click Save Removing a Synonym 1 Click Glossary on the left menu of the server workspace 2 Enter the term associated with the synonym in the Find Term field 3 Click Search ANCILE Solutions Inc 181 Chapter 9 Working with the Glossary 4 Click Change Synonyms on the left menu B Synonyms for Order Enter Synonym Synonyms Sales Order 5 Inthe Synonyms list select the synonym s to be removed 6 Click Remove Selected 7 Click Save 182 ANCILE Solutions Inc Chapter 9 Working with the Glossary Using Globalize Definitions for terms in uPerform content can be updated using a process called globalization During globalization definitions are inserted into documents and new terms in documents are gathered for inclusion in the central glossary on the server The globalization process affects only text within recorded Field Description tables Text within Field Description tables manually inserted during editing is ignored If a term exists in the document but not in the
284. s Inc Chapter 13 Setting Up Online Help Configuring SAP SRM 4 6 for Use with Context Sensitive Help SAP SRM captures context IDs and allows the SRM system to display the correct help content for each screen in a separate browser window The context sensitive help solution for SAP SRM provides custom help for only SRM Enterprise Buyers Professional EBP screens via the Help link in each screen One of the things that can be contained within an SAP EP iView is the SAP SRM user interface In other words a user can perform an SAP SRM transaction from within an iView If a customer wants context sensitive help for an SAP EP iView regardless of what the iView contains then the context sensitive help solution for SAP EP is required Obtaining the Help Launchpad Code Supplement Download the Help Launchpad Code Supplement for SAP SRM from the ANCILE Product Support Center https ancile parature com This code supplement was authored by ANCILE for use by uPerform customers only The code supplement file contains JavaScript code that redirects the SAP SRM s existing Help link to a help page created with uPerform Modifying the Workplace Integration API SAP Internet Transaction Server ITS embeds the wpintegration js client side script into every SRM screen at runtime This script provides programmatic access to several SRM screen functions including the Help link By modifying the wpintegration js script via the ABAP Workbench w
285. s applied to this type of folder you will not be notified when documents are added updated or removed from the folder End users are unable to subscribe to dynamic website folders For more information on dynamic website folders refer to Building the Website via Dynamic Website Folders on page 119 Editing and Stopping a Subscription 1 Click G ems to go to your personal page 2 Click My Account on the left menu 3 Click My Subscriptions on the left menu to display a list of your subscriptions 4 Select one of the following options If You Want To Unsubscribe to a listed item Click Unsubscribe below the item name Click OK in the following confirmation window Edit your subscription to a Click Edit Subscription below the item name listed item Change your notification option s and click OK ANCILE Solutions Inc 27 Chapter 4 Managing Users Roles and Groups ANCILE uPerform manages access to content on the server via user accounts and role assignments User accounts can be created for end users authors and administrators Users are assigned to one of three main roles which provide access to particular projects Groups are optional and can be used to filter specific end user access to content on the website User role and group management tasks are performed by a system administrator 29 Chapter 4 Managing Users Roles and Groups Introduction to Managing Users Roles and Groups Three
286. s intended for use as online help or performance support Editor The application used to create and modify uPerform content End User Any person who accesses performance support content through a website Flash A file format developed by Adobe this output type is used to display content within uPerform courses and simulations Glossary The uPerform function that enables the management of terms and definitions Also the name of an ANCILE Info Pak application ANCILE Solutions Inc 363 Glossary of Terms Guided Help Published HTML content designed to be used during task execution Info Pak An ANCILE product includes Publisher Web Architect Glossary and Help Launchpad components Migration The process of moving your Info Pak project s to uPerform Migration Wizard A tool that allows you to migrate your Info Pak project s to uPerform or transform your Info Pak documents to uPerform documents Parent Document A legacy document created by ANCILE Info Pak that can contain a screenflow a BPP procedural information configuration information and testing information for a process or transaction The published child output of a parent document can be linked to display on the uPerform website Publication Output published from uPerform content a publication is meant to be consumed by an end user Publish A process that exports content to a variety of types and formats including cue card and Flash simulati
287. s must be entered in the Info Pak Glossary as well Creates links from your uPerform website When navigating the uPerform website the end user will view a uPerform generated website that points to existing Info Pak and uPerform content that is glued together via links generated during the migration process This form of linking to both Info Pak content and uPerform content is referred to as operating in dual mode Transforms your Info Pak documents and simulations to uPerform documents You can then edit these uPerform documents and check them into the server and provide them to your users via the uPerform website 330 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content Using Dual Mode Functionality vs Transformation Functionality If you will be creating new content with uPerform but your end users still need to access Info Pak content the dual mode functionality allows you to leverage your existing Info Pak content on the uPerform website As system changes occur in the application s you are documenting you may elect to transform your Info Pak documents into uPerform documents After transformation you can edit the content as necessary Your new uPerform documents are then checked into the uPerform server and linked to the website The following is a summary of some best practices you may want to consider as you plan your use of the transformation functionality CJ If you have a relatively small Info
288. s to discussion messages contributed by end users For more information on website discussions refer to Using Subscriptions Within a Discussion on page 160 LMS Transactions A history of alert messages received from a Learning Management System LMS LMS Transactions will display only if transactions exist on the LMS For more information on publishing courses to an LMS refer to Publishing Courses to an LMS on page 135 8 Toreturn to the binder click Return to Binder on the left menu 82 ANCILE Solutions Inc Chapter 5 Working With the Document Library Managing the Document Library After you have established your document library structure you can manage the structure and contents by updating folder properties deleting folders adding managed documents and web documents changing document owners and deleting documents Managing Folders Folders allow you to organize multiple documents within a project Updating Folder Properties 1 2 Click 959 in the uPerform server workspace Click on the project name Click Document Library Select the desired folder Click Edit Properties on the left menu Edit General Properties Name intranet Edit the following information Field Description 1 Description Edit the folder description ANCILE Solutions Inc 83 Chapter 5 Working With the Document Library Field Description
289. script pdf ps pdf html htm qi step Quick Reference Step postscript pdf ps pdf html htm ex Exercise postscriptipdf ps pdf html htrn source doc bp asap BPP postscript pdf ps pdf html htm source doc cd Document de configuration postscript pdf ps pdf html h td Test Document postscript pdf ps pdf html htm source c ce a Cue Card html htm bec BPP cue Card html htm Info Pak Asia Info pak Asia_doc postscript pdf ps pdf html htm sourc info pak simulation_ssfljava simulationthtm dhtml simulation htm flash simulation htrn ContentLocation http rwd 606485 corp rwdtech com Joel Content WebSafePaths false ANCILE Solutions Inc 353 Appendix A Incorporating Info Pak Content In the event you do modify publishing options and or content location you must modify the following properties CJ The relevant child document type to add formats to the list O Content Location You do not need to re migrate data again if the content location is changed Simply change the value of this field and run content verification O Web Safe Paths Change the value in this field if all documents are republished with a different websafe path setting in the Info Pak Configuration tool and run content verification You cannot add new custom child document types or new assimilated document types from this interface If you have new document types you must execute a new migration 354 ANCILE Solutions Inc
290. ses eot eet ie oot ie tintas lds tates de oeste de ees sawed occa vv e oue 3 Conventions Used In This Manual 5 42026 coin Nadie li xau debis 4 Available Technical SUpport ooo a oes uei ore bt pe ei coh used eos eii Ue td 5 Chapter 2 Getting Started ecce cec eeeees esee een eie nnn 7 Introduction to Managing Content saec enler de Leer oes re Messe Lese tt Secale Re cord tU edd 8 ACCESSING the Server WOLKSDACO uso Eoi ertt aetati D ANI Ede du tuS sami I ce End 10 Managing Your veo LR 13 Getting Help on the uPerform Server Workspace essesseseeeeeeenen nene eene 15 ERINE IL 16 Chapter 3 Exploring the Server Workspace 17 Introduction to the uPerform Server Workspace essen enne 18 Using the Server WOrk Space sia sen oe ende a e e lesdadeasuasen YR PLAT rna Pe URN nasce dn i 19 Using th TODOBSDBEE sues ee reset cat eite sees in cork seg E ed 19 sing tlie Lett Menu uota Deeper total etie acne ibus EE A a E 21 Using the Navigation Buttons ae er ee ee sedet oa Gh eke 21 Using the Lett Menu Opti Ons essere aa aaea a 22 Expanding and Collapsing the Left Menu sseeeeeseeeeeeeeeeeeeen rennen 24 Using X our Personal Page uoi eiae etie totos pato esci Casan testet 24 Chapter 4 Managing Users Roles and Groups 29 Introduction to Managing Users Roles and Groups
291. start fresh Saved Migrations E Migration Name 340 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content 8 Perform one of the following options If You Want To Execute a migration for the first time Select new from the Saved Migrations drop down list and enter a name in the Migration Name field Run a previous migration run on a Select a project from the Saved Migrations blank project drop down list Optionally edit the name in the Migration Name field Import a migration file from a pre 3 1 Select Import and specify the file version Optionally edit the name in the Migration Name field 9 Click Next Migration Wizard Migration y Migration Step 3 Connect to uPerform Server Specify a connection with the uPerform server uPerform server location hitps uPerform Username Password SSL Configuration C Trust invalid SSL certificates C Use Proxy Authentication Username Password Test Connection 10 Complete the following information Field Description uPerform server location Enter the URL of your uPerform server Username Enter the username for the uPerform server Enter the password for the uPerform server Trust invalid SSL certificates Select this option if you are using SSL but your certificate is not signed Use Proxy Authentication Click the Use Proxy Authentication checkbox if your optional administrator has
292. system the selected filtering conditions and the number of users currently logged into the system Please use caution when running reports during peak usage hours and please allow the system an appropriate amount of time to generate the report before closing the browser Required Parameters Field Name Condition Value Project Is Acme ERP J o E cancel 5 Review the following information Field Description Field Name Displays the built in parameters for report generation Condition Displays the search parameters specified for the report generation Displays the name of the project for which you want to generate a report Select a project from the drop down list 6 Click OK View Document Tracking Report Project Name Document Type File Name Owner Workflow Status Version Name Version Number Modified Date Acme ERP Presentation Materials Web Document 3 24 08 3 16 PM Acme ERP Glossary uPerform Document Glossary udc John Doe 2 3 26 08 1 11 PM uPerform Document HR Timesheets fr udc John Doe 1 1 3 24 08 3 39 PM Managed Document CAB_22708_Disaster Recovery Failover Planning ppt John Doe 1 0 3 24 08 3 15 PM uPerform Document HR Timesheets udc John Doe 1 1 3 24 08 2 20 PM uPerform Document PS Timesheets udc John Doe 1d 3 24 08 3 43 PM Results shown 1 6 of 6 4 gt 7 Review the list of documents available in the report 8 Optionally click Previous or Next to scroll to the next page
293. t Course Header Configuration Information Freetext Course Footer Header footer Exercise Data Sheet Course Header Header footer Field Exercise Data Sheet Freetext Footer Field Free Text Footer Header footer Hosier Free Text Freetext d Header Header footer ma Heading Freetext I It Step Note Note Note P r se Purpose Freetext Result Freetext Result Screen Flow Freetext Screenkiow Start the task using the menu path Step Start the task using the menu pa Step Step Step Substep Step Substep Test Information Freetext Test Information Freeted Test Scenarios Test Scenarios General Properties Phrases Publications Styles Blocks Sections Ready 3 Perform one of the following options i You Want To Select the block from the content area and click Duplicate Delete a block Select the block from the content area and click Delete At the prompt click Yes 4 Optionally select a step type from the Default Recorder Step drop down list 5 Select one of the following blocks from the task pane Field Description 0 0 The block that contains the task information ANCILE Solutions Inc 273 Chapter 11 Using Author Templates Field Description 0 A The block that contains the business process description overview input output comments and tips and tricks Configuration Information The block that contains the configuration information for the doc
294. t Goto Selection Criteria Utilities M System Help 7 ajadi eeebmmi anos Ha os Display View Administration Display of the SAP Library 2 E Variant Platform Area ServerNa_ Path Langua Default fal RwoHelp ms XML DOCU RWD 60791 gm format doSAP DE V a 6 Complete the following fields Field Description Variant Enter a variant name Platform Enter a platform Area Enter an area PU fEememMot 00 Server Name In uPerform copy the URL from the SR13 PlainHtmlHttp Server Name field as described in Viewing and Editing a Connection to the uPerform Server on page 299 This value is generated by uPerform and is not configurable Paste the URL into the Server Name field Path In uPerform copy the URL from the SR13 PlainHtmlHttp Server Path field as described in Viewing and Editing a Connection to the uPerform Server on page 299 This value is generated by uPerform and is not configurable Paste the URL into the Path field 316 ANCILE Solutions Inc Chapter 13 Setting Up Online Help Field Description Language Enter the language key Example For German enter DE Default Select this checkbox if the language specified is the default help language 7 Click 8
295. t alignment of each respective button individually 290 ANCILE Solutions Inc Chapter 12 Using Custom Skins and Modifying CSS Files FYouWantTo GoTo Wodi Override or replace images displayed in the course menu Modify the username prompt in courses and simulations The menu section of the CSS The user name prompt page section of the CSS file div courseImage to set the image URL for the course icon div menuHerelImage to set the image URL for the menu here icon div menuVisitedImage to set the image URL for the menu visited icon div menuMinusImage to set the image URL for the menu minus icon div menuPlusImage to set the image URL for the menu plus icon div menuAssessmentImage to set the image URL for the menu assessment icon div assessmentPassedImage to set the image URL for the assessment passed icon div postAssessmentPassedImage to set the image URL for the post assessment passed icon div postAssessmentImage to set the image URL for the post assessment icon div menuBranchImage to set the image URL for the menu branch icon div menuBranchChoiceImage to set the image URL for the menu branch choice icon div branchConnectorImage to set the image URL for the branch connector icon div singleBranchImage to set the image URL for the single branch icon div extendBranchImage to set the image URL for the extend branch icon body uiPromptPageBackground to set the background
296. t is being used to create the documents that this dynamic website folder will contain If more than one template is being used please select a template which defines all the properties needed by the filtering conditions Templates ERP Template udt v Search all templates 14 Select the template containing the properties from which you want to create your dynamic website folder 15 Optionally select Search all templates to expand the dynamic website folder to other templates with matching properties 16 Click Next Create a New Dynamic Website Folder Select the filter conditions for this dynamic website folder Filters allow you to specify what documents vill display in this dynamic website folder Add Filter Condition Property Condition Value dd Transaction Code s Contains Any M Current Filter Property Condition Value 17 Select a template property from the Property drop down list ANCILE Solutions Inc 121 Chapter 6 Working With the Website 18 Select a condition from the Condition drop down list Field Description Contains Any Contains the exact values to be specified in Step 19 For example Transaction Code ME2S will return all documents with the Transaction Code property set to ME25 Contains any of the values to be specified in Step 19 which allows you to provide a comma delimited list of values within the Value field For example Transaction
297. t menu Click uPerform Users to locate and specify the current owner Click uPerform Users to locate and specify the new owner Click Next 1 Click iss in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Navigate to the folder containing the document to be deleted 5 Navigate to the uPerform binder or document cover page ANCILE Solutions Inc 89 Chapter 5 Working With the Document Library 6 Click Delete on the left menu A Deleting a document will move the document and its associated content such as previous versions and discussions to the recycle bin For detailed information on managing the recycle bin refer to Managing the Recycle Bin on page 108 7 Click OK at the confirmation prompt Editing the Hit Count and Assessment Results To help determine how often a document is being used during a specific period of time you can reset the hit count Hit count is determined per browser session when logged in as an end user or when accessing the server as an anonymous user Hit count does not provide any information on the user who accessed the document Resetting the hit count must be performed on a per document basis Hit counts are available for uPerform and managed documents If you want to run a hit count report for all documents refer to Create and Edit Custom Reports on page 205 Assessment results are available for Info Pak simulations and uPerform s
298. talling the Migration Wizard Installing the Migration Wizard The Migration Wizard can be installed during installation of the uPerform client software A You must have an administrator installation of Info Pak 5 51 or higher on your computer in order to install the Migration Wizard For detailed information on installing the client refer to Getting Started Creating Content in the companion manual Creating Content with ANCILE uPerform Uninstalling the Migration Wizard To uninstall only the Migration Wizard perform the following steps 1 Select START gt SETTINGS gt CONTROL PANEL gt ADD OR REMOVE PROGRAMS 2 Select ANCILE uPerform Client from the Currently installed programs list 3 Click Change 4 Select the Modify radio button 5 Click Next 6 Deselect the Include the Migration Wizard and Migration Wizard checkboxes 7 Proceed through the remaining uninstall wizard screens 8 Close the Add or Remove Programs window For detailed information on uninstalling the client refer to Getting Started Creating Content in the companion manual Creating Content with ANCILE uPerform ANCILE Solutions Inc 333 Appendix A Incorporating Info Pak Content Preparing to Execute the Migration Migration Prerequisites and Recommendations Ensure the following required prerequisites are met prior to beginning the migration M 02 a YOU OU OU The Migration Wizard is installed and ANCILE Info Pak
299. ted in the simulation view Once you have specified the hotspot you can delete the image Menus During transformation Info Pak images are located and the menu path is specified in the associated step If you are working with content that contains a document and a simulation the menu image should be edited in the simulation view Customized Step Text for Field Description and If Then Go To Tables Any customized step text inserted into tables will be inserted into the uPerform documents as a step above the table uPerform tables cannot contain custom step text and the table must be modified within the document or changed globally within the template Action Notes Info Pak action notes that have been modified will be added as regular notes in the uPerform document The new note will match the step text Notes An Info Pak note inserted between a screenshot and a step will be inserted below the first step after the screen shot in the uPerform document Field Description Tables Info Pak images and notes in field description tables will transform only from the description column Notes and images are not allowed in the field column within uPerform You must identify the proper place for these images or notes from the field column and manually insert these into the uPerform document 360 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content O Customized action note text During transformation step text and action note
300. tep 6 Under Default Mask Settings choose from the following options Field Description Background Color Click Select to specify a default background color Border Color Click Select to specify a default border color Select a size from the drop down list 7T Select FILE SAVE to save the template Specifying General Settings Images 1 From the editor open the new template 2 Click General on the status bar 218 ANCILE Solutions Inc Chapter 11 Using Author Templates 3 Click Images in the task pane 4 Perform one of the following options If You Want To Add an image to the template Click Add Navigate to the image and click Open Update an image Select the image to update and click Update Navigate to the updated image and click Open Delete a custom image Select the custom image from the list and click Delete At the prompt click Yes You cannot delete the standard images delivered with uPerform Q A preview of the selected image will display to the right 5 Select FILE gt SAVE to save the template Specifying General Settings Data Files 1 From the editor open the new template 2 Click General on the status bar ANCILE Solutions Inc 219 Chapter 11 Using Author Templates 3 Click Data Files in the task pane 4 Perform one of the following options If You Want To Add a data file to the template Click Add
301. ter the definition in the text field Q If you have enabled the use of rich text in definitions you can set the font font size and other character attributes for your definition text You can also use color in your definition text and background and embed a hyperlink within the definition For more information refer to Formatting a Definition on page 177 Click Save Add a context to the term as described in Assigning a Context to a Definition on page 174 ANCILE Solutions Inc 173 Chapter 9 Working with the Glossary Adding a Definition to an Existing Term 1 Click Glossary on the left menu of the server workspace 2 Enter the term to which the definition should be added in the Find Term field 3 Click Search 4 Click Add Definition on the left menu 5 Select the language for the definition from the Definition Language drop down list 6 Enter the definition in the text field Q If you have enabled the use of rich text in definitions you can set the font font size and other character attributes for your definition text You can also use color in your definition text and background and embed a hyperlink within the definition For more information refer to Formatting a Definition on page 177 7 Click Save 8 Adda context to the term as described in Assigning a Context to a Definition on page 174 Assigning a Context to a Definition 1 Click Glossary on the left menu of the server workspace 2 Enter the
302. ter the text in the Content area Click OK Select a phrase Select a language from the Language drop down list Select a phrase from the Phrase listbox Optionally enter text into the Phrases field to search for text Click OK 8 Click Select Phrase 9 Choose a phrase from the list 10 Click OK 11 Select FILE gt SAVE to save the template Default Publication Settings Course Package 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Course Package under Default Publication Settings in the task pane Studert Gude Pubicaion Settings aScorm Sten Value leted ncomplet 4 Select SCORM 2004 or SCORM 1 2 from the drop down list to select the output 5 If you are using SCORM 1 2 select a completion type value from the drop down list 6 Select FILE SAVE to save the template ANCILE Solutions Inc 247 Chapter 11 Using Author Templates Default Publication Settings Guided Help General Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Selected Guided Help under Default Publication Settings in the task pane Guided Help Settings Guided Help General Settings ov General Playback Timer 20 seconds v Allow User to Store Preferences Home Page J Title J Author 4 Description Copyright Publish date 4 Select Guided Help General Settings from the drop down list 5 Complete the following fields Fie
303. text is compared to determine if the text is the same for both if it is not a note containing the action note text is inserted into the step pointing to the hotspot During quality review the author can choose which note to keep or edit the notes accordingly Values in simulations If the value is set to the lesson default it is transformed to use the uPerform default stored in the template Affected values include case sensitivity auto playback timing help text and playback color Editing Transformed Info Pak Documents For more information refer to refer to Editing and Formatting Basics and Editing and Formatting Procedural Content in the companion manual Creating Content with ANCILE uPerform ANCILE Solutions Inc 361 Glossary of Terms Author A user who creates or edits content Context Functionality that allows you to manually create a website structure by assigning website folders to content within the document library Course A collection of informational content and optional assessment tools such as multiple choice drag and drop and fill in the blank Course Package A container for multiple uPerform content files output to a single master SCORM package Definition Within the glossary functionality amplifying information about a term used in the target application A term can have multiple definitions based on the context of the document Document A set of instructions images and associated object
304. text to a folder or document within the document library you are creating a link from the website to the folder or document You are not copying or moving content into the website The link informs the uPerform server of the proper published content to display on the website O Assigning a context to a document library folder Allows you to assign a context at the folder level All published content within that folder will be linked to the specified website folder s as well as the related content When you assign a context at the document level only that document and its related content when published will be linked to the specified website folder s O Assign content to a website folder Allows you to add documents and document library folders into a single website folder Documents must be within the same project Both document library folders and content can be linked to more than one location within the website Website context assignment is available to administrators and to authors who have been granted access by an administrator ANCILE Solutions Inc 115 Chapter 6 Working With the Website Assigning a Context to Content or a Document Library Folder 1 Click Gsissis in the uPerform server workspace 2 Click on the project name 3 Click Document Library 4 Navigate to the folder or document that you want to link to the website 5 Click Assign Website Context on the left menu to display the first level of website fol
305. the Glossary Introduction to the Glossary Glossary functionality is provided with uPerform to allow you to maintain a database of terms and definitions for procedural content that is checked into the uPerform server The glossary allows you to insert customized business specific definitions into your documents There is one glossary database for the entire uPerform instance However the definition for a term may vary between the projects within the uPerform instance Maintaining terms and definitions in one repository allows for documents to be updated quickly and accurately New terms can be added and changes can be made to definitions for existing terms within the glossary Once you have standardized the valid terms and definitions the globalization process is used to update definitions descriptions of terms fields within the documents prior to making them available to your users You can create and manage multiple definitions for a single term based on the folder location of the document Glossary will then insert the appropriate definition into your document based on this location and the document language A Only one language can be assigned to a definition Your administrator can enable or disable the use of a centralized glossary If the centralized glossary is disabled authors can enter definitions directly into a document 166 ANCILE Solutions Inc Chapter 9 Working with the Glossary Specifying T
306. the drop down list Guided Help Settings Skins Default Preview 5 Select a skin from the Skins drop down list Q A preview of the skin selection will display in the Preview window 6 Complete the following fields Field Description O o O o O Player Colors Select primary and secondary colors from the drop down list Select primary and secondary and link text colors from the drop down list Q Optionally specify custom colors by clicking Select to the right of list 250 ANCILE Solutions Inc Chapter 11 Using Author Templates 7 Select from the following options Field Description Step Window Under Step Window select a height and width maximum image height and width and screen position and whether to maximize on startup General Enables a smooth animated transmission from step to step Also allows the help to always display on top of all other windows when running in Internet Explorer 8 Select FILE SAVE to save the template Default Publication Settings Guided Help Guided Help Captions 1 From the editor open the new template 2 Click Publications on the status bar 3 Selected Guided Help under Default Publication Settings in the task pane 4 Select Guided Help Captions Guided Help Settings Guided Help Captions Captions Current Step Mode Caption Full View Caption Guided Help Caption Loadi
307. the dynamic website folder 21 Click Save 124 ANCILE Solutions Inc Chapter 6 Working With the Website Deleting a Dynamic Website Folder 1 Click amp issis in the uPerform server workspace 2 Click on the project name 3 Click Website 4 Select the Dynamic Website Folder 5 Click Delete Folder 6 Click OK Q Deleting the dynamic website folder will move the folder and subfolders to the recycle bin ANCILE Solutions Inc 125 Chapter 6 Working With the Website Browsing the Website Via standard hyperlink navigation you can browse the website and view the hierarchy and published content objects Navigating via the Website Context Content objects include a Website Context area on the cover page This area provides a hierarchical display of the object s location in the website You can click on a hyperlink in the displayed hierarchy to navigate to another location in the website Website Contexts Collaboration Group Memory gt Acme Development Project gt Website gt Acme Sales 126 ANCILE Solutions Inc Chapter 6 Working With the Website Publishing Content for Display on the Website In addition to local publishing uPerform provides a mechanism to publish uPerform content managed documents and web documents directly from the server The publish queue on the server can be configured to automatically publish at off peak hours In addition uPerform content will publis
308. ties tab 4 Enable the Transaction Code property g The recorder may automatically capture the contextID however ANCILE recommends enabling the Transaction Code property in case it is not automatically captured 5 Save the template ANCILE Solutions Inc 295 Chapter 13 Setting Up Online Help Recording a Document and Making It Available for Context Sensitive Help E 2 Log into the supported application using a designated account Perform one of the following options If You Want To Record and edit the document Insert steps into a previously recorded uPerform document Using the template you created in Creating a Template record and edit the document using the uPerform client and the procedures described in the Creating Content with ANCILE uPerform user manual Update the template associated with the uPerform document Open the uPerform document associated with the template Select the Simulation tab Select INSERT STEPS FROM NEW RECORDING Record the steps using the uPerform client and the procedures described in the Creating Content with ANCILE uPerform user manual Edit the uPerform document For more information on recording editing and using the recorder toolbar refer to the companion manual Creating Content with ANCILE uPerform Perform one of the following options If You Want To Provide context sensitive help using Oracle E Business Specify an author acc
309. tion area 3 Click Users in the Users Roles and Groups area ANCILE Solutions Inc 33 Chapter 4 Managing Users Roles and Groups Enter any part of the user s name into the search field or click All Users to search all users in the uPerform server Q If you imported users via a user information source you can search for any attribute that has been mapped into uPerform For more information refer to Adding a User Information Source from a Directory Server on page 38 Click Find Updating a User Account 9 Users synchronized via a file source can change passwords Users synchronized via a directory server cannot change passwords For more information refer to Creating and Managing Users Via User Information Source on page 37 Click Administration on the left menu Click Users Roles and Groups in the Administration area Click Users in the Users Roles and Groups area Enter any part of the user s name into the search field Click Find Select the user from the list Choose from the following options if You Want To Edit user information Click Edit User in the left menu of the server workspace Edit the user account information Edit the user ID Edit User ID in the left menu of the server workspace Edit the user ID This option is available only for manually created users 8 Click Save 34 ANCILE Solutions Inc Chapter 4 Managing Users Roles and Groups Deleting
310. tion for the LMS URL Enter the website address of the LMS For example http acme uLearn com URL Encoding Select the URL encoding format from the drop down list 136 ANCILE Solutions Inc Chapter 6 Working With the Website Field Description Authentication Required Click the checkbox if you want to require authentication Login If authentication is required enter the login name associated with the LMS Password If authentication is required enter the password associated with the LMS Password Confirmation Confirm the password Track Alerts Select Yes if you want to track alerts for collect receipt and update messages to the uPerform server Active Server Select Yes to enable communication with the LMS Select No to disable communication with the LMS E Mail Address Enter the email address where you can receive alert notifications 7 Click Save Assigning Projects to an LMS A Publishing any course from a project to which an LMS is assigned will result in PENS notifications being sent to all LMSs associated with that project 1 Click Administration on the left menu of the server workspace 2 Click Server Administration in the Administration area 3 Click LMS Settings in the System Administration area 4 Click on the name of the LMS to be assigned to a project 5 Click Assigned Projects in the left menu Assigned Projects u360 select or unselect all Acme Develop
311. tion value is changed 2 the definition is removed 3 a new definition is added or 4 the assigned definition context is changed or removed or a new context is added to terms that are contained in that document In addition uPerform documents are automatically globalized when the documents are checked into the server Globalizing a Single Document From the Editor 1 Select OPEN gt OPEN FROM ANCILE UPERFORM SERVER 2 Select the document to open 3 Click OK 4 Click the Document tab 5 Select TOOLS gt UPDATE TERM DEFINITIONS Q In this scenario the document will not display in the globalize history list Globalizing a Batch of Documents on a Daily Frequency The uPerform server can be configured to automatically globalize the documents in the globalize queue daily during off peak hours Documents are automatically placed in the queue when 1 the definition value is changed 2 the definition is removed 3 a new definition is added or 4 the assigned definition context is changed or removed or a new context added For detailed information on creating a daily globalize task refer to the ANCILE uPerform Administration user manual Via the globalize queue you can also immediately process one or more documents For complete details on the globalize queue refer to Viewing the Globalize Queue and History on page 185 184 ANCILE Solutions Inc Chapter 9 Working with the Glossary Viewing the Globalize Qu
312. to Step 4 Perform an advanced search In the top banner click Advanced Search Go to Step 2 2 Complete the following fields Field Description Terms Enter a word s wildcard and or Boolean operator Select the content on which you would like to perform a search For example uPerform document Location Select the project on which you would like to perform the search 20 ANCILE Solutions Inc Chapter 3 Exploring the Server Workspace 3 Click Search 4 Review the list of search results and as desired click on a result hyperlink to display the content page Using Skip Links Q Skip links are available when a screen reader is being used in conjunction with uPerform or when you are using keyboard navigation If you are using a screen reader skip links are the first objects a screen reader will recognize If you are using keyboard navigation the links will display when you press the tab key and bring focus to the links 1 Perform one of the following options If you want to Skip to the main content Select Skip to main content when the screen reader announces it or when the link is focused after tabbing Skip to the left menu Select Skip to navigation when the screen reader announces it or when the link is focused after tabbing Using the Left Menu The left menu area contains both server navigation buttons and a list of options relevant to your locat
313. to the Phrases field to search for text Click OK 10 Select one of the following feedback phrases Correct Displays when the end user enters the correct answer First Attempt Incorrect Displays when the end user enters an incorrect answer the first time Second Attempt Incorrect Displays when the end user enters an incorrect answer the second time 11 Enter a URL in the URL field Q Based on the player element selected this option may not display 12 Select the Enabled checkbox next to the video format extension to enable the video format in published output 13 Select a video format and click Add Modify or Delete to make changes to the available video formats 14 Select FILE gt SAVE to save the template Default Publication Settings Course User Interface Settings 1 From the editor open the new template 2 Click Publications on the status bar 3 Select Course under Default Publication Settings in the task pane ANCILE Solutions Inc 255 Chapter 11 Using Author Templates 4 Select Course User Interface Settings from the drop down list Course Pubkcaten Senne General Properties Phrases Publicationz Styles Block Sectons Ready Gy Offine 5 Select a skin from the Skins drop down list Q A preview of the skin selection will display in the Preview window 6 Complete the following fields Field Description Player Colors Select a background color course
314. translated uPerform content using the uPerform client 2 Select FILE gt CHECK IN FILENAME Q This will open the Check In window and automatically select the appropriate check in location for the translated file It will also display all binders in the current project that do not have a translated document in the current client document s language You may check the document into the pre selected location or chose another binder Choosing another binder is only an option with new content not with FILE gt SA VE AS content 3 Click OK 94 ANCILE Solutions Inc Chapter 5 Working With the Document Library Adding Translated uPerform Managed Documents Q The original managed document must already reside in your project 1 Select the desired managed document binder 2 Click Add Translation Add a New Document Description Language English United States en US X Select a file Browse Free text B File Edit View Insert Format Tools Table 2 w i ay Normal v Verdana v 120t B 3 Complete the following fields Fed Description Description Enter amplifying information about the document Language Select the desired language The list contains all available languages that currently do not have translations 4 Perform one of the following If You Want To Select a file default Click Browse to locate and select the managed document to upload Click Open
315. tration in the left navigation pane 2 Select Server Administration 3 Select Integration Settings under Server Administration 4 Select Context Sensitive Help Connection Profiles under Integration Settings 5 Select the connection profile you want to view or edit 6 Perform one of the following options i You Want To 7T Review the following fields Field Description Application The application specified for context sensitive help Applications Help Web This value is generated by uPerform and is not Agent Profile Setting configurable Oracle only ANCILE Solutions Inc 299 Chapter 13 Setting Up Online Help Field Description This value is generated by uPerform and is not configurable Oracle only Applications Help Web Agent Profile Setting for Authors This value is generated by uPerform and is not configurable Help Launchpad PeopleSoft SAP Portal Siebel and Web SR13 PlainHTML Server This value is generated by uPerform and is not Name configurable SAP CRM only SR13 PlainHTML Server This value is generated by uPerform and is not Path configurable SAP CRM only This option is available only for the Web application Select Transaction Code to search by Search Method the uPerform transaction code property only Full Text All Words to search based on properties or Full Text Any Words to search based on properties Width The width of the browser window in which th
316. types of users are available in uPerform end user author and administrator Within the administrator designation there is a further subgrouping of administrators g m m g System administrator has administrative access to the entire uPerform instance Project administrator has administrative access to one or more projects within the uPerform instance Glossary administrator has administrative access to glossary functionalities Publishing administrator has administrative access to publishing functionalities Roles are used to determine administrator and author access to content within the server and also to set up end user access to projects that are published on the website Groups are an optional functionality that can be used to restrict content access to a subset of users specified by the administrator The end user population can access uPerform content via one of two account types m Anonymous No login to the uPerform website is required If users access the website anonymously they will not have access to personalization options such as subscriptions and favorites An anonymous user can request an account This request sends a message to the Help Desk folder on the server The system administrator can act on this request to create a named account Named The system administrator can create a named user account and assign the user to specific groups and roles within uPerform 30 ANCILE Solutions I
317. uPerform server via a web browser 2 Click i lizissiin 3 Click on the name of the project to edit 4 Click Edit Properties on the left menu Edit General Properties Name HR Project Import Description a Add Multiple Languages gt project Roles gt project Settings g ANCILE Info Pak Properties section is displayed on the General Properties form For detailed information on incorporating Info Pak content refer to Incorporating Info Pak Content on page 329 5 Edit the following information Field Description Name Enter the name of the project Description Enter amplifying information about the project and its purpose ANCILE Solutions Inc 67 Chapter 5 Working With the Document Library 6 As needed select one of the following options If You Want To Enable multi language support to seta Click Add Multiple Languages name and description of the project for any of the supported languages This language specific name and description will display based on the language preference set in the user s account Select a default language from the drop down list This language will be displayed if the user s language is not available Click Enable Go to Step 7 Assign users to a role associated with For detailed instructions on assigning a user to a the project role refer to Assigning a User to a Project Role on page 32 Specify project settings For detailed instructions on ena
318. uage Select your interface language from the drop down list For an end user account this will also set the user s language for use in content filtering of website documents based on language Email Address Edit your email address ANCILE Solutions Inc 13 Chapter 2 Getting Started 4 Click Save g If you changed your password you will be prompted to sign into the uPerform server using your new password 14 ANCILE Solutions Inc Chapter 2 Getting Started Getting Help on the uPerform Server Workspace The uPerform server About link provides detailed information regarding the server version The uPerform server Help link provides access to online help and the ANCILE Product Support Center Viewing uPerform Server Product Information 1 Click About on the left menu of the server workspace 2 Review the following information Option Description Displays the installed version of the uPerform server Copyright Displays uPerform copyright information Third Party Information Displays copyright information for third party products included in ANCILE uPerform Accessing Help for the Server 1 Click Help on the left menu of the server workspace 2 Select a help document hyperlink to display help Accessing the Product Support Center 1 Click Help on the left menu of the server workspace 2 Click ANCILE uPerform Support to access the ANCILE Product Support Center ANCILE Solutions In
319. ublication Settings in the task pane ode Gad Pith Sat 4 Complete review the following fields Field Description Mirror Margins Select Mirror Margins to create booklet style double sided pages for output Select Publish Table of Contents to create a table of contents for output Table of Contents Select Display section titles in the table of contents to display the section titles in inserted uPerform content in the published output Select Display course cover pages to display the course cover page in published output Select the unit of measurement and specify the margins for the top bottom left and right pages Select size and unit of measurement 5 Choose from the following options If You Want To Copy a style Select the style you want to copy and click Add Delete a style Select the style you want to delete and click Delete Move the style earlier in the list Move the style later in the list Click Move Up one or more times as needed to determine where the style will display in the table of contents Click Move Down one or more times as needed to determine where the style will display in the table of contents 6 Click Select Phrase to select a phrase for the player 246 ANCILE Solutions Inc Chapter 11 Using Author Templates 7 Perform one of the following options if You Want To Add a custom phrase Click Add Select a language from the left En
320. ument Course Footer The block that contains the course footer information Course Header The block that contains the course header information Exercise Data Sheet The block that contains information relevant to the end user s task Nu The block that contains the note boilerplate text S e e Note Pur The block that contains the trigger prerequisites menu path transaction code and helpful hints The block that contains the percent complete The block that contains the screen flow image file Start the task using the menu The block the contains the start transaction text path The block that contains the step boilerplate text Student Guide Footer The block that contains the student guide footer information Student Guide Header The block that contains the student guide header information The block that contains the substep boilerplate text Test Information The block that contains the test history and scenarios Test Scenarios The block that contains the table specific to test scenarios 6 Click Modify AP BPP oter ader ading pose sult step 7 Click Select Phrase 274 ANCILE Solutions Inc Chapter 11 Using Author Templates 8 Perform one of the following options If You Want To Add a custom phrase Click Add Select a language from the left Enter the text in the Content area Click OK Select a phrase Select a language from the Language drop down list Select a phrase from the
321. use of the central glossary and rich text in definitions use the glossary queue and glossary history list manage glossary terms and definitions run imports and exports and subscribe to glossary events uPerform Publishing Administrators Members of the publishing administrator role can enable and disable publishing conversion types for managed documents use the publish queue and publish history list and subscribe to publish events uPerform System Administrators Members of the system administrators role are automatically added to both the glossary and publishing administrators roles However these members are not automatically removed from these roles if they are removed from the system administrators role Refer to the ANCILE uPerform Administration manual for details on using the system administrator role You cannot create or delete an instance wide server role However you can modify a role to add or remove users Only administrators can modify roles 52 ANCILE Solutions Inc Chapier 4 Managing Users Roles and Groups Assigning a User to the uPerform System Glossary or Publishing Administrator Roles 1 Click Administration on the left menu 2 Click Users Roles and Groups in the Administration area 3 Click uPerform Roles in the Users Roles and Groups area 4 Perform one of the following actions Field jDescipion o Z Add a user to the uPerform Click on uPerform System Administrat
322. venti uud eun deba e redeo topi a ede tellu ntes bodas 134 Publishing Courses to an LMS ne se fete useless e ee eed 135 Viewing the End User WeDSslte stie etat opti bee tecl ete ae acceda altus odt le i tetes 139 Configuring and Customizing the Website essere 141 Chapter 7 Using Workflow eee ee eee e rer eeee esee enun nnn 143 Introd cti n COW Jod oiv CM TEN 144 Creating and Starting a Workflow iine Uaec ose ie vd dais iiMa Ray canteens 145 Using Workflow Notifications iue pia ee ieee dei een eee cu eas 147 U pdating a Workflow c M M 148 Participating ma WOEETION Loses aote ete fe i a e CH Rie x VP ba eod Nuts 149 Stopping a Workflow and Deleting a Workflow eese 151 ANCILE Solutions Inc Viewing Workflow HIStory eL 153 Chapter 8 Collaborating on Content usus 155 Introduction to Collaboration inue tota tee ecient e Ped Ee Eva dev dedi 156 Viewing BICIS PIENE V c 157 Using Discussion Entries oae rodeo ipia ve vedi tun ae hard Ee UL ee 158 Using Subscriptions Within a Discussion eeeeeeeeeeeeneeeeneen nennen nennen nenne 160 Managing DISCUSSIODS esen i uite de a fondu tessuti cdibu itera a E deas 162 Using the Tell Others Feature esee ver m e reas S Ue ENS PXRUS TASSE R S e eR P ee eR ONE Un PUR Pe aeiia 163 Chapter 9 Working wit
323. version 5 51 or higher is installed You have a login to the uPerform server the server is currently operational the server is accessible from your computer and a blank project exists on the uPerform server You must have administrator rights to the project You have a template assigned to your blank project You have initialized Info Pak and set your working directory You have noted the location of your Info Pak parent and content folders You have noted the location of the Web Architect and Glossary profiles You have launched the uPerform client You have noted the location of the Info Pak template profile All instances of Microsoft Word are closed Create an ipcontent folder in the Install Location collaboration www location and place your Info Pak content into this folder 334 ANCILE Solutions Inc Appendix A Incorporating Info Pak Content Activities During Web Architect Processing During migration of Info Pak Web Architect data the Migration Wizard gathers document data The Migration Wizard uses the Web Architect category data and hierarchy information to establish the uPerform document library and website folder structure The Migration Wizard generates a link to the child output in the same order as the published link priority in Web Architect This link is activated once the uPerform content verification is run Within the uPerform document library placeholders are created for parent documents These
324. website you must change the website context for the content For detailed information on website context refer to Assigning a Context to Content 1 Click Q2siesss in the uPerform server workspace 2 Click on the project name 3 Click Document Library or Website 4 Navigate to the folder containing the content to be moved 5 Click Move on the left menu 6 Select the checkbox to the left of the folder or content name 7T Click OK 8 Navigate to the new location 9 Click Paste Here on the left menu ANCILE Solutions Inc 91 Chapter 5 Working With the Document Library 10 Select the checkbox to the left of the new location name 11 Click OK 92 ANCILE Solutions Inc Chapter 5 Working With the Document Library Managing Translations and Related Content In uPerform translated content is linked to other content via a binder A binder contains the original document and all subsequent translations Translated content may be either uPerform content or managed documents Translated uPerform content may be linked to other uPerform content via a Save As operation or by creating new content in another language For example your US team may have content that must be slightly modified to reflect the business process in your UK office You can save the US content to create translated UK content and then incorporate the process and language edits required In addition another author can create new French cont
325. wing default locations In Windows XP C Documents and Settings username VApplication Data ANCILE Migration Wizard Version X X Logs Glossary and in Windows Vista and Windows 7 C Users App Data Roaming Migration Wizard Wersion X X Logs Glossary ANCILE Solutions Inc 335 Appendix A Incorporating Info Pak Content Activities During Document Check In Processing 9 The check in progress uses Microsoft Word to automatically check for and upgrade Info Pak documents to version 5 51 Microsoft Word should not be used until the upgrade process is complete The following Info Pak document types can be migrated to uPerform parent simulation an assimilated Microsoft PowerPoint file an assimilated Microsoft Excel file an assimilated Microsoft Word file an assimilated Microsoft Visio file and an assimilated HTML file Content is processed in the following manner CJ All simulation files ssf are zipped prior to check in The zipped file extension is zsd CJ Assimilated HTML documents and all accompanying files are zipped prior to check in The extension of the zipped assimilated HTML file is zhd O Assimilated Microsoft Office content is checked in as is without zipping prior CJ Info Pak parent documents are zipped prior to check in The extension of the zip file is zid All Microsoft Office documents in the specified parent folder are checked for an Info Pak GUID Any documents without an Info Pak GUID will not be che
326. with legacy Info Pak documents refer to Incorporating Info Pak Content on page 329 Click OK 102 ANCILE Solutions Inc Chapter 5 Working With the Document Library Retention Period uPerform allows system or project administrators to ensure the website content is current by setting project or system level retention policies Once you have published a document the project retention policy will begin to track that document including uPerform documents managed documents and Info Pak documents The only documents not covered by retention periods are Student Guides uPerform course packages and web documents Once the document has reached the implemented number of days the uPerform server can perform one of the following O Remove published content from the web server O Send a notification to the author that the content is expired Administrators can change the periodicity and policies for each retention policy There are many reasons to implement a retention policy O Ensure accuracy of the project documentation O Comply with legal requirements CJ Meet business goals regarding return on investment Adding a Retention Policy 1 Click sissis in the uPerform server workspace 2 Click on the project name 3 Click Retention Period Edit Retention Period Settings Enable retention periods for this project Number of days content is valid Retention Actions to Perform Remove Published Content
327. y was introduced in EP6 SP17 and EP7 SP10 as a simple way to direct end users to the correct help URL however if you wish to configure the help URL for iViews or portal pages for which the URL to Help Topic property is not available you may do so by using the PCD Inspector The procedure for determining which procedure to use for setting the help URL depends on the following criteria O The version and service pack SP of your SAP EP system O Whether you wish to enable the Help option on an iView or portal page SAP EP Service Pack Set Help URL for iViews Set Help URL for Version SP Version via Portal Pages via Prior to SP17 PCD Inspector PCD Inspector SP 17 20 Portal Content Administrator PCD Inspector SP 10 12 Portal Content Administrator PCD Inspector SP 13 Portal Content Administrator Portal Content Administrator Prior to SP 10 PCD Inspector PCD Inspector Setting the Help URL Using Portal Content Administration If you are setting the URL to Help Topic property for an iView portal page you may do so using Portal Content Administration To set an iView portal page URL to Help Topic property using Portal Content Administration 1 Log into SAP Enterprise Portal with Content Administrator permission 2 Inthe Portal Catalog right click on the desired iView portal page and select OPEN OBJECT Q An iView or portal page may display in several different contexts based on role within the SAP EP For example the Cre

Managing Content with ANCILE uPerform

Contents

Download Pdf Manuals

Related Search

Related Contents