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2018-05 Learning - Release Information Webinar

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Q2 2018 Release Information Webinar
Learning
Carolyn Bedi, Megan Sensenbaugh, Sany Said
May 2, 2018
CUSTOMER
Disclaimer
This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and
functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this
presentation is not a commitment, promise or legal obligation to deliver any material, code or functionality. This presentation is provided
without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a
particular purpose, or non-infringement. This presentation is for informational purposes and may not be incorporated into a contract. SAP
assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP’s intentional or gross
negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from
expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates,
and they should not be relied upon in making purchasing decisions.
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2
Agenda
Quick reminders
Release considerations – Updating your system
Enhancements
Product Management Panelists:
• Nick Rouvas
• Bhargavi Potturi
• Avi Vijh
• Jayananda Kotri
▪ Major
▪ Minor
Upcoming events and important information
Additional resources - How to prepare for the release
Q&A
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Quick reminders
Quick reminders for this Release Information Webinar (RIW)
•
•
Use the Q&A panel to ask questions
•
Keep the questions focused on the new features and enhancements being introduced -- roadmap
questions are handled in a separate forum, the customer community.
•
We will attempt to answer all your questions, either verbally or inline through the Q&A panel, as time
allows.
•
Your question will only show up once it has been answered.
This presentation will be recorded and posted on the SuccessFactors Customer Community.
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5
Release considerations –
Updating your system
Release considerations
Updating your system
For each product update, there are a few items to consider:
▪ Enhancement type
– Optional or
– Universal
▪ How to activate optional enhancements:
– Admin Tools/Upgrade Center
– SAP Support / Professional Services
▪ Prerequisites
▪ How to and who can contact SAP Support
For detailed configuration information, see the Release Information Details (published at the availability of
the Early Test Instance) on the SAP Help Portal under the What’s New column.
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1805 Release Schedule
•
Preview Release – May 5th, 2018
•
Production Release – June 2nd, 2018
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Major enhancements
Course Home: Online launch
(Preview release)
Course Home: Streamline Online launch
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
What is it?
We are redesigning the way a learner launches and completes content. There are no changes to the
admin side of the application for the content.
Why is it important?
This is a complete redesign of the learner experience when launching content for an Online course.
Prerequisites
Admin > System admin > Configurations > System configuration > LMS Admin >
EnableCoursehome=true
Upgrade the enhanced proxlet for Cross Domain content: Please refer to Cross-Domain Content
Delivery on SAP Help for updated instructions, right after our Preview Release (May 5, 2018).
Note: Cannot be enabled in production environment
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Course Home: Goals of Redesign
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Fewer clicks to launch a course
•
Intuitive to learners
•
Providing required information without overwhelming learners
•
Collaboration without navigating to multiple screens
•
Discoverability
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Course Home: Limitations in Q2 2018
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
Unsupported features in Q2 2018: (will be added in upcoming releases)
•
Attachments
•
Approvals
•
E-signature
•
Commerce
•
Survey
•
Government reporting
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Included in Q2 2018
✓ Assessments
✓ Back links
✓ Prerequisites
✓ Cross Domain Support
13
Welcome to Course Home
Course Player
Course Details
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Course Home: Assessments
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Assessments are
displayed Inline
similar to other
content objects
•
Upon selecting the
assessments title we
display the welcome
page of the
assessment
Assessments Inline
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Course Home: Assessments
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Hide the content
panel
•
View the content in
full screen mode
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Course Home: Assessments
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Warn the learner when an
assessment is not
resumable before
launching the questions
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Course Home: Assessments
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Questions are
displayed inline
•
Current functionalities
of assessments are
supported:
•
Navigation within
the questions
•
Question
progress
•
Submission at
the end
•
Images
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Course Home: Assessments
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Results summary
inline
•
Results summary of
previous attempt is
always displayed
before retaking the
assessment
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Course Home: Assessments
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Results summary –
retake from results
summary page
•
When the user has
maxed out the
number of attempts
then the action is
disabled
•
Failure of objectives
is displayed on the
player page
indicating learner
needs to retake the
content
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Course Home: Assessments
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Review of
assessment previously, review
was not available
once you navigated
away from the
assessment.
•
In Course launch
you can review the
assessment any time
as long the review
option is enabled
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Course Home: Cross Domain / self hosted Content
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
All content types are
now supported in
course launch
•
Reminder the Proxlet
should be upgraded
Upgrade the enhanced proxlet for Cross Domain content: Please refer to Cross-Domain Content
Delivery on SAP Help for updated instructions, right after our Preview Release (May 5, 2018).
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Course Home: Pre-requisite in Course Details page
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518

Display of Prerequisites
* Influencing the Customer Roadmap
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Course Home: Back Links
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
Course details
Course Player
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Course Home: Registration
(Preview release)
Course Home: Streamline Registration Process
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
What is it?
Streamlining of course registration experience for a learner.
Why is it important?
This is a complete redesign of the learner registration experience for an instructor led course.
Prerequisites
Admin> System Admin> Configuration> System Configuration> LMS_ADMIN enableCourseHome=true
Note: Cannot be enabled in production environment
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Course Home: Goals of Redesign
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Reduce the number of clicks it takes to register
•
Surface course information that users’ need most when considering or deciding to take a class
•
Let the learner know where they are in the process and the next step
•
Reduce process abandonment due to people thinking they were already registered when they
weren’t
•
Increase confidence in registration completion
•
Eliminate dead-end flows. Incorporate common lead-up and follow-up steps that often
accompany ILT registration
•
If the learner does not have the option to register for a class, tell them why
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Course Home: Limitations in Q2 2018
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Unsupported features on the current implementation: (will be added in upcoming releases)
•
Attachments both at the course and Offering level
•
Approvals
•
Slots
•
Registration threshold
•
Waitlist
•
Withdraw
•
Request schedule
•
Registration-Custom columns
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Included in Q2 2018
✓ Commerce
✓ Back links
✓ Prerequisites
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Course Home: Registration Flow
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
Express
Registration
Class Details
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Registration
Validation
Confirmation
29
Course Home: Registration Flow
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
Express
Registration
Class Details
Registration
Validation
Confirmation
Registration
Validation
Registration
requires
information from
Learner
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Registration
Form
Review
30
Course Home: Course Details, Class Details and Class List
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Back link, Prerequisites
Price on Class Card and Class Detail
(ShowPricingInternalUsers is true)
If the same Class has a price in
multiple catalogs available to the
Learner in the same currency, Course
Home will always show the lowest
price.
•
•
•
System Admin> Configuration> System
configuration> SEARCH
catalogSearchResultsDisplayPriceType
is ignored.
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Course Home: Course Details, Class Details and Class List
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
• Register button is enabled for
Purchasing Options
• Buyers authorized account code
• Buyers specified account code
• Distribute charges
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Course Home: Registration Form
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Class start, location and price repeated
for context
•
Clear who they are registering
•
Account code prepopulated
•
Information required by learner:
•
•
Account Code*
Acknowledge the cancellation policy*
•
Cancel navigates back to Class Details
•
Next step in the process on the button
“Review Registration”
* If Distribute Charges and no Cancellation policy, user
is navigated directly to the Review
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Course Home: Registration Form Cancellation Policy
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Full Cancellation Policy can
be viewed and if HTML
description is enabled the
formatting is supported
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Course Home: Registration Form Field Errors
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Review Registration button disabled
if required fields are missing.
Acknowledging Cancellation Policy
is a required field.
•
Error information on field with
additional details in popup
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Course Home: Review
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Order summary reiterating who is
being registered and the amount
•
Payment details
•
Edit button navigates back to
Registration Form with no change to
data
•
Next step in the process on the
button “Complete Registration”
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Course Home: Confirmation page
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
On Register:
•
User provided with a
confirmation that their
seat is reserved
•
Order number links to My
Orders
•
If applicable, access to
Cancellation Policy
•
Basic class information
for context
•
Confirmation that an
email will be sent
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Course Home: Registration Validation
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
If applicable, registration
warning or error message will
appear upon clicking Complete
Registration
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Course Home: Course Details and Class Details after Registration
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Confirmation on the Course Details and Class Details page that they are
enrolled in a Class with access to the Confirmation page.
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Course Home: Cancellation Policy
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Cancellation policy applies if the
class cancellation policy, “UserFacing Cancellation Policy” is
enabled
AND
•
The class price is greater than zero
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Course Home: Distribute Charges – Registration Form
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Indicator that price is
sponsored and therefore
the learner is not
required to enter an
Account Code
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Course Home: Distribute Charges - Review
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Sponsored notation carried
over to Review Page
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Course Home: Distribute Charges - Setup
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Registration is not permitted if
the Course or Class does not
have a cost center that will be
charged
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43
Course Home: Distribute Charges – Setup incomplete
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
Registration will be
disabled if the cost
center is not configured.
•
Message at the top
informs learner why
they cannot register.
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44
Course Home: Reminder
Admin Opt-in/Enhancement Category: Preview/Reference Number: LRN-30518
•
This is a preview release and hence can only be turned on non-production environment meaning
stage, test, sales, preview environments
•
The feedback which was provided for online course was very helpful and all the that feedback is
being considered in the upcoming releases.
•
Please do not open any defects and tickets for this project.
•
The feedback can be provided to us on the community on learning discussions and we are
constantly monitoring those feedbacks and considering them for design improvements. Please
prefix the discussion subject with COURSE HOME FEEDBACK
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45
Mobile Release Information
Mobile Release Information
•
Mobile follows a monthly release schedule
•
Unlike the web, Mobile releases iOS & Android application updates on a MONTHLY basis, with the
exception of January, when we do not have a release
•
The mobile application updates are usually available around the 15th of the month but the actual date is
dependent upon the app store’s approval
•
Android users in China will see a month delay for each monthly release due to a more stringent application build
process. We are actively working to reduce this time to be more in line with our regular release schedule.
The content in today’s presentation includes features released in March 2018 & April 2018
and features scheduled for May 2018 & June 2018
•
•
•
Please keep in mind that the May 2018 & June 2018 features are what we are planning to deliver but
sometimes, the features might slip to a later release
Monthly Mobile Release Notes are available on the SuccessFactors Customer Community
•
Monthly Mobile Release Notes are available on the Mobile product page of the SuccessFactors
Customer Community and are published prior to the release (usually the first week of the month).
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47
Mobile Major Enhancements
March 2018 & April 2018
Learning: LearnTest App – iOS
Universal Mobile-iOS Reference Number: MOB-21251
Release Date: April 8, 2018
What is it?
The existing (iPad only) Learning LearnTest app will be enhanced to:
• Support all iOS (iPhone & iPad) devices so that content can be tested and optimized for all screen sizes
• No longer require users to select the content type
• Include a more efficient way to report content issues found during testing by asking testers to answer predetermined
questions and include the questions, answers, and content file in an email so that it can be sent to Cloud Product
Support
• Include an option to try out and provide feedback on a new, in-development content rendering architecture prior to the
architecture being available in the SAP SuccessFactors Mobile app
Why is it important?
Learning users expect to be able to find, launch, and complete learning courses from their mobile devices, so it is critical
that admins have content testing tools available to ensure the content is working properly.
Prerequisites:
• Learning
• Mobile Features > Learning
• SuccessFactors iOS LearnTest App
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49
Learning: LearnTest App – iOS
Universal Mobile-iOS Reference Number: MOB-21251
•
Available on all iOS
devices (iPhone &
iPad)
•
No longer need to
select content type
(the app includes
logic to determine
this automatically)
•
Test content using
our new content
rendering technology
•
Report Issue action
is available in the
swipe left actions
and allows users to
easily attach their
content to an email
and send to support
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Release Date: April 8, 2018
50
Mobile Minor Enhancements
March 2018 & April 2018
Minor Enhancements
Reference
Number
Description
Enhancement
Category
Configuration
Type
Release Date
MOB-16204
Learning Certificates of Completion created using custom templates will
be displayed on Mobile.
Learning – iOS
Universal
March 2018
MOB-18400
Learning Follow-up evaluation surveys will now be available to iOS users
on their My Assignments list.
Learning – iOS
Universal
March 2018
N/A
The iOS Validated (VSaaS) Learning Production application has been
updated to include the b1708 features.
Learning – iOS
Universal
March 23, 2018
MOB-21126
Learning users who have an expired Learning system pin will not be able
to access Learning content from the application. These users will be
instructed to visit Learning from a web browser to set a new pin.
Learning – iOS
Universal
April 2018
MOB-20891
Learning surveys can be accessed via an email deep link that takes the
user directly to the survey within the SAP SuccessFactors Mobile app.
Learning – iOS &
Android
Universal
April 2018
MOB-20923
Downloaded Learning content for courses where the user no longer has
access will now be removed from a Learning users mobile device. If a
user is offline when a course becomes no longer available, they will still
be able to launch that downloaded content but won’t receive credit.
Learning – iOS
Universal
April 2018
MOB-22111
A downloaded indicator has been added to downloaded Learning Content
on the My Assignments, Item Details, and Catalog screens. A new filter
has also been added to the My Assignments screen which will allow
users to display only downloaded content.
Learning – iOS
Universal
April 2018
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52
Mobile Major Enhancements
A Look Ahead at May 2018 & June 2018
Disclaimer
This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and
functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this
presentation is not a commitment, promise or legal obligation to deliver any material, code or functionality. This presentation is provided
without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a
particular purpose, or non-infringement. This presentation is for informational purposes and may not be incorporated into a contract. SAP
assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP’s intentional or gross
negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from
expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates,
and they should not be relied upon in making purchasing decisions.
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54
Learning: Offline Mode – Android
Universal Mobile-Android Reference Number: MOB-20305
Tentative Release Date: May 2018
What is it?
Android users will have the ability to download Online Content and complete courses when they are online or offline.
Why is it important?
Mobile users should be able to download Online Content and complete the course offline regardless of which kind of device
they are using, iOS or Android.
Prerequisites:
• Learning
• Mobile Features > Learning
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55
Learning: Programs – iOS & Android
Universal Mobile-iOS&Android Reference Number: MOB-21131;MOB-21132
Tentative Release Date: June 2018
What is it?
Learning Programs will be visible from the mobile application. Mobile Learning users will be able to:
• Search and find Programs in the Course Catalog and then assign the program to themselves
• View a Program’s overview, description and agenda including the sections and a preview of the items within a section
• Complete items within a Program including Online Courses, HTML, text, and URL
Why is it important?
Lack of Learning Program support on mobile is preventing Learning customers from being able to use mobile learning
successfully!
Prerequisites & Configuration:
• Learning
• Mobile Features > Learning
• The Mobile Program Overview tab is admin opt-in since most overview content is most likely not built to render on a
mobile device. This tab can be enabled in the mobile settings in LMS Admin.
• All mobile program content URL’s must comply with the HTTPS ATS requirements
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56
Learning: Programs – iOS
Universal Mobile-iOS Reference Number: MOB-21131
1.
Search and find
Programs in the Course
Catalog and then assign
the program to
themselves
2.
View a Program’s
overview, description and
agenda including the
sections and a preview of
the items within a section
3.
Complete items within a
Program including Online
Courses, HTML, text, and
URL
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Tentative Release Date: June 2018
1
2
3
57
Learning: Programs – Android
Universal Mobile-Android Reference Number: MOB-21132
1.
Search and find
Programs in the Course
Catalog and then assign
the program to
themselves
2.
View a Program’s
overview, description and
agenda including the
sections and a preview of
the items within a section
3.
Complete items within a
Program including Online
Courses, HTML, text, and
URL
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1
Tentative Release Date: June 2018
2
3
58
Talent/Learning: Create Achievement & Activities based on Learning Courses – iOS
Universal Mobile-iOS Reference Number: MOB-21784
Tentative Release Date: June 2018
What is it?
A Mobile first feature that creates an integration between Learning and Continuous Performance Management. Learning
users will be able to:
• Create CPM Achievements from the history details screen of successfully completed Learning items
• Create CPM Activities from the item details screen of Learning items added to My Assignments
• Mark CPM Activities created from Learning items as completed once the item is successfully created (from Learning
History screen)
Why is it important?
This feature betters the user experience for mobile Learning & CPM users by removing the need to navigate between tabs
to add CPM items based on Learning items. Additionally, auto-populating the CPM item name with the Learning item name
reduces the manual data entry required by the user.
Prerequisites:
•
•
•
•
Learning
Mobile Features > Learning
Continuous Performance Management
Mobile Features > Continuous Performance Management
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59
Talent/Learning: Create Achievement & Activities based on Learning Courses – iOS
Universal Mobile-iOS Reference Number: MOB-21784
•
Tentative Release Date: June 2018
Create CPM Achievements from the history details screen of successfully completed Learning items
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60
Talent/Learning: Create Achievement & Activities from Learning Items – iOS
Universal Mobile-iOS Reference Number: MOB-21784
•
Tentative Release Date: June 2018
Create CPM Activities from the item
details screen of Learning items added to
My Assignments
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61
Mobile Minor Enhancements
A Look Ahead at May 2018 & June 2018
Minor Enhancements: A Look Ahead at May 2018 & June 2018
Reference
Number
Description
Enhancement
Category
Configuration
Type
Tentative
Release Date
MOB-21374
When a Learning user deletes downloaded content, the progress
made prior to deletion will now be saved.
Learning – iOS
Universal
May 2018
MOB-16205
Learning Certificates of Completion created using custom templates
will be displayed on Mobile.
Learning – Android
Universal
May 2018
MOB-22111
A downloaded indicator has been added to download Learning
Content on the My Assignments, Item Details, and Catalog screens.
A new filter has also been added to the My Assignments screen
which will allow users to display only downloaded content.
Learning – Android
Universal
May 2018
MOB-21010
MOB-21369
Course Pass & Fail Settings will now be supported for Downloaded
Course Content (Offline & Online). This will prevent users from
retaking courses they have successfully completed and prevent
users from taking a course and failing more times than they are
allowed.
Learning – iOS &
Android
Universal
May 2018
MOB-19991
The display of the Location & Facility information for Scheduled
Offerings, Registrations, and Segments has been updated to be
consistent across all places in the application.
Learning – iOS &
Android
Universal
June 2018
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63
Data Protection & Privacy
General Data Protection Regulation (GDPR) Overview
The General Data Protection Regulation (GDPR) (EU Regulation 2016/679), effective 25 May
2018, gives individuals control and protection of their personal data. Data controllers, who
determine the purpose and means of processing personal data, and processors, who process
for controllers, are affected.
Penalties up to 4% of annual global revenue or €20 million whichever is greater
Who must comply?
Applies to:
Organizations that offer goods or services
to, or monitor the behavior of, EU data
subjects and those that process or hold
the personal data of EU residents
Natural persons, whatever their nationality
or place of residence in the EU, in relation to
the processing of their personal data
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SAP SuccessFactors Data Protection and Privacy Features
•
SAP SuccessFactors is committed, with its products and services, to enable its customers
to implement Data Protection and Privacy features that include support for EU’s General
Data Protection Regulation (GDPR) requirements
•
Existing product features have been enhanced and new features built to support
customers in their compliance journey
It is the customer’s responsibility to adopt the features and measures that the
customer deems appropriate to achieve GDPR compliance
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Historical Data Purge Includes Additional Tables
Universal/Enhancement Category: GA/Reference Number: LRN-28067
What is it?
The Learning Activity purge object in the SuccessFactors platform
Application Data Purge and Native User Data Retention (Standalone
Learning) also purges
1) Audit data for Curricula removed from user’s Learning Plan
2) Registration data
SuccessFactors platform
Application Data Purge
Why is it important?
Data protection and privacy laws mandate to remove users’
personal records if there is no business reason to retain such
records.
Prerequisites
Native User Data Retention (Standalone Learning)
SuccessFactors platform Application Data Purge is enabled and
Purge Request selects Learning Activity purge object.
For Standalone Learning customers, Native User Data Retention
APM is enabled and Learning Activity purge object is selected.
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User Permanent Purge Includes Additional Tables
Universal/Enhancement Category: GA/Reference Number: LRN-31763
What is it?
User Permanent Purge tools now include these data entities in the purge
1) Bookmarks
2) Organization Dashboard
3) User Consents
4) User Login Sessions Information.
Why is it important?
Data protection and privacy laws mandate to remove users’ personal records if there is no business reason to retain such records.
Prerequisites
Admin deletes a User from System Admin > Users > User Snapshot UI, or
SuccessFactors platform Master Data Purge is enabled, or
SuccessFactors platform DRM Purge (legacy) is enabled for Learning, or
Native User Deletion APM is enabled (Standalone Learning only)
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User and Admin Views Consent Details
Admin Opt-in/Enhancement Category: GA/Reference Number: LRN-30876
What is it?
When Consent Statements are enabled in Learning, User can view the details of the consent statement
s/he accepted under Options & Settings. In addition, Admin can also look up the details of the consent
for a User using the User Proxy Tool.
Options & Settings
Why is it important?
A legal basis is required to process a user’s personal data, and can be addressed by a Data Privacy
Consent Statement. After a User has accepted a Consent Statement, s/he can review it at a later time.
Prerequisites
Consent Statements are enabled for the user – Internal user (Native) or External (Native or
SuccessFactors platform integrated).
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User Revokes Consent
Admin Opt-in/Enhancement Category: GA/Reference Number: LRN-30876
What is it?
After a User has accepted a Consent Statement, s/he can choose to revoke
it at a later time from Options & Settings. Revoking consent logs the user’s
decline, and user must contact system administrator to deactivate/delete
their account.
Why is it important?
A legal basis is required to process a user’s personal data, and can be
addressed by a Data Privacy Consent Statement. Users can choose to
revoke consent by declining a previously accepted Consent Statement.
Prerequisites
Consent Statements are enabled for the user – Internal user (Native) or
External (Native or SuccessFactors platform integrated).
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Minor enhancements
Minor enhancements
Reference
Number
Description
KM-2531
Desktop Offline Player now supports Microsoft EDGE browser.
LRN-31425
Instructor Notifications will now use the language preference of the associated user of the
Instructor.
Universal
LRN-33305
There is a new proxlet available for download with enhanced security. Please refer to CrossDomain Content Delivery on SAP Help for updated instructions, right after our Preview Release
(May 5, 2018).
Opt-in
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Configuration Type
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Notable fixed issues
Notable fixed issues
Reference
Number
Description
Before
After
LRN-33696
Notifications being sent to Inactive Users for
Registration
SystemEnrollmentNotification
and
SystemUnenrollmentNotification
are being sent to inactive users
When an inactive user undergoes
any Scheduled offering Registration
actions the
SystemEnrollmentNotification and
SystemUnenrollmentNotification is
not sent to
user/supervisor/contact/instructor
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Upcoming events and
important information
SFTP Retention Policy Change
SAP SuccessFactors is revising our SFTP file retention policy to purge all files stored in
SuccessFactors SFTP account(s) after 14 days from the time of creation. This policy will cover all
datacenters, all customers, all SFTP accounts.
•
Exemptions
•
•
•
•
In-progress customer implementation accounts will be exempted.
DC to DC migration accounts will be exempted.
Accounts used for internal sync between modules will be exempted.
The Learning Management System (LMS) iContent account has been excluded from the retention policy
because of product dependency.
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SFTP Retention Policy
Why the change?
•
The change is being made as part of the regulatory compliance requirements (including GDPR)
and to further enhance security and scalability.
•
The files must be stored on the SFTP server, only as long as it is needed from a business
perspective. Also, keep in mind that the SFTP server is NOT a storage solution, but a file transfer
mechanism. If any customer is using it for storage, they are doing so at their own risk and not
using the server as intended.
•
As mentioned in the policy, customers are free to host their own SFTP servers and the SDO
team will provide support in data migration.
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SFTP Retention Policy
When will this change be rolled out?
•
The change will be rolled out with b1805 production release (June 2 nd, 2018).
•
This will be rolled out across all environments and data centers.
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SFTP Retention Policy
Action Required
Review these resources for more information:
1. SFTP Standards KBA (2187183).
2. Retention Policy KBA (2620488).
3. Customer Community: https://community.successfactors.com/t5/Resources-and-Updates-Blog/SFTPPurge-Policy-Update/ba-p/201490
4. Preferred Success Enablement Portal: https://community.successfactors.com/t5/Preferred-SuccessEnablement/SFTP-File-Retention-Policy-has-been-revised/gpm-p/201404#M1638
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End of Life – Legacy Plateau Feature Removal and Data Purge
b1508 (August 2015), was the last release to support the use of legacy Plateau modules and features,
including Compensation, Performance Reviews, Goals, Individual Development Plans, 360 Competency
Assessments, and Talent Pools. With the b1611 (November 2016) release we removed the legacy Plateau
Performance and Compensation licenses from all customer instances along with functional access to these
features.
As of 1805, the following features will not be supported in Learning:
• Functionality related to user-level competencies, as these should be managed in SuccessFactors
platform. Consequently, the following functions/tools are also not supported:
• Competencies and Competency Profiles assignments to Users
• Competency Gap Assistant, Competency Assessment Recorder, and Competency
Assessment Editor to manage user-level competencies
• Competency Portlet and the Initiate Self-Assessment capability will also be removed from Learning.
Customers can use the SuccessFactors platform Competency Portlet instead.
Customers will need to engage Professional Services to analyze their requirements and recommend
SuccessFactors platform tools that can be implemented for the same functionality.
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End of Life – Legacy Plateau Feature Removal and Data Purge
As mentioned in prior webinars, we are now in the process of purging the data associated with the
aforementioned legacy features from customer databases. Data deletion will include user data such as
completed performance reviews, competency assessment history, and compensation data.
If you have any questions or concerns, or would like to request an extract of your data prior to this process,
the deadline is April 30, 2018. Please submit a request via the SAP Customer Support
Portal: https://support.sap.com
What happens to competencies?
The supported usage of Competencies is to create them in SuccessFactors platform and synchronize to
Learning using the Competency Connector - SF. Other usage models are not supported. Competencies
can be associated with Items in Learning and competency ratings can be recorded by auto-assessment via
Learning Event Recorder. The competency assessment data related to learning completions will continue
to exist in Learning, and is not going to be purged.
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End of Support for “standalone” SuccessFactors Learning environments
We have already stopped allowing new customers to be implemented in “standalone” mode (i.e. without being
integrated to SuccessFactors Platform). By Q3 2018, all SuccessFactors Learning customers (both validated
and non-validated) will be required to be running the LMS in an integrated environment with the
SuccessFactors platform enabled.
Please engage with your Customer Engagement Executive to understand the benefits of using SuccessFactors
Learning in an integrated environment and to help you formulate a plan for transition.
Impact: As a result of the above, the following will take effect by Q3 2018:
• Standalone learning customers will no longer be supported and will be required to become integrated (i.e.
implement SuccessFactors Platform).
• SSO authentication will shift to SuccessFactors Platform. That is, there will be no option to integrate via SSO
directly into the LMS.
• SOAP APIs will be deprecated; customers that still use any, will need to migrate to using OData APIs (might
require custom APIs to be developed by Professional Services).
• The “check system” feature for admins and end users will be deprecated.
Update: For customers with an external user population that log directly into the LMS with an LMS username
and password, in Q1 2019, Talent Profile will be replaced with an account management feature that will allow
users to manage a limited set of fields.
Community Announcement Link
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“Native” learning users and native login
What is currently supported?
- External users logging in natively through Sites
- Learning Administrators logging in natively to the LMS
What is not supported?
• Dual login (authenticating sometimes through SuccessFactors platform and sometimes through the LMS)
• Internal users logging in natively
Important: “support” for native learning user functionality will be limited to addressing defects. There will be no
further enhancements made to such functionality and since it doesn’t align with product direction, it is in our
plans to end support of native learning users by Q3 2020. Customers that continue to utilize this capability past
that point will not be supported.
We advise our customers to start engaging with Professional Services so they can be prepared for this
transition.
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End of Life – “Event Rules” deprecation
In the initial stages of the suite-wide Intelligent Services feature rollout, we provided an LMS-specific “rule
configuration” functionality via “Event Rules” to demonstrate some of the capabilities that were forthcoming. We
are now starting to offer a more robust, cross-module framework built on the SuccessFactors Platform, which
renders the LMS-specific functionality redundant.
This is our final reminder that the LMS-specific “Event Rules” functionality is being deprecated in Q3 2018.
Please be advised that there will be no migration path for rules created in the LMS to the centralized
SuccessFactors platform framework. If you have any existing Event Rules configured, please delete them.
This menu will go away by
Q3 2018
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Retirement of Catalog 2.0 Search and Calendar View
With the Q4 2018 release, SAP SuccessFactors will no longer support Learning Catalog 2.0 search and calendar
view, which have been replaced with a 3.0 version. We encourage you to begin testing and upgrade.
How to upgrade: Currently, Catalog search and calendar view 3.0 can be enabled by setting Configuration>
System Configuration> CATALOG catalogSearch3Enabled and calendar3Enabled to true, respectively. This new
catalog supports all of the features of the old catalog, plus allows card or list view. A complimentary browse
feature can also be enabled by setting Configuration> System Configuration> CATALOG catalogBrowseEnabled
to true.
Non-validated vs. Validated effective dates
Non-Validated LMS Customers: Q4 2018
Catalog 2.0 will be removed from non-validated
LMS customer instances with the 1811 release
arriving in Preview on November 3, 2018 and in
Production on December 1, 2018.
Validated LMS Customers: Q2 2020
Catalog 2.0 will be removed from validated LMS
customer instances with the 1908 release arriving in
Sandbox and Preview in October, 2019 and in
Production in March, 2020.
End of Maintenance: Leading up to the retirement dates posted above, there will no longer be any maintenance
activities, patches or bug fixes for Catalog Search 2.0 beginning Q2 2018. This applies to both non-validated and
validated customers.
Community Announcement Link
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Recommendations for Increasing User Engagement
To increase user engagement and to implement an optimal user experience, we recommend that
you consider the following:
•
•
•
•
•
•
•
For all Items, use clear and meaningful Titles and Descriptions.
Specify the Length of courses (Online and Scheduled Offerings).
Add contextual Thumbnails for Items.
Enable Ratings.
Enable Peer Recommendations.
Enable Catalog Browse.
Enable Accomplishments.
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Retirement of Old UI for select Supervisor and User tools
With the Q4 2018 release, SAP SuccessFactors will no longer support the old Supervisor tool for Assign /
Remove learning, Record learning and Register/Withdraw users and User Record learning flow (Old Supervisor
and User tools). These tools have been replaced with modernized flows. Also note that Catalog 3.0 Assign to
Others is only supported if the new Supervisor flow is enabled. We encourage you to begin testing and upgrade.
How to upgrade: Currently, the new supervisor flow can be enabled by setting Configuration> System
Configuration> LMS_ADMIN updatedSupervisorFlow to true. The updated user tool can be enabled by setting
Configuration> System Configuration> LMS_ADMIN updatedSelfRecordLearningFlow to true.
Non-validated vs. Validated effective dates
Non-Validated LMS Customers: Q4 2018
The old Supervisor and User Tools will be removed
from non-validated LMS customer instances with
the 1811 release arriving in Preview on November
3, 2018 and in Production on December 1, 2018.
Validated LMS Customers: Q2 2020
The old Supervisor and User Tools will be removed from
validated LMS customer instances with the 1908 release
arriving in Sandbox and Preview in October, 2019 and in
Production in March, 2020.
End of Maintenance: Leading up to the retirement dates posted above, there will no longer be any
maintenance activities, patches or bug fixes for the old Supervisor and User Tools beginning Q2 2018. This
applies to both non-validated and validated customers
Community Announcement Link
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Common person IDs support across the Suite
PERSON_GUID and PERSON_ID_EXTERNAL will be used as common person identifiers across
the Suite.
•
SF User connector has been updated to accept PERSON_GUID and PERSON_ID_EXTERNAL.
•
User and Federal User connectors support only PERSON_ID_EXTERNAL. They cannot support
PERSON_GUID.
•
For existing customers that are using the SuccessFactors platform Employee Export and the SF User
connector, we are automatically enabling the sync of PERSON_GUID and PERSON_ID_EXTERNAL.
•
New implementations will need to ensure that when setting up the employee export and Live Profile jobs, the
provisioning option “For Internal User Sync Only” is enabled (this option includes the PERSON_GUID and
PERSON_ID_EXTERNAL fields in the export file).
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Custom implementations of syncing users between SuccessFactors platform
and the LMS
•
If the customer is using APIs and creating users separately in SuccessFactors platform and the LMS, in order
to continue using this approach they need to retrieve the PERSON_GUID after the user is created in
SuccessFactors platform. An API such as:
https://acmecompany.ondemand.com/odata/v2/User(‘testuser')?$select=defaultFullName,title,userId,personKe
yNav&$expand=personKeyNav&$format=json) can be used for this purpose. That PERSON_GUID can then
be used as one of the parameters in the LMS user creation API so that the accounts are properly linked
together.
•
Customers that use file-based exports other than Employee Export in SuccessFactors platform or the SF User
connector, will either need to migrate to using this standard method of integration or find a way to retrieve
PERSON_GUID and feed it to the LMS via the SF User connector.
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Review Purge Logging Setting
When Purge Logging was added to the application, it was turned on by default. Purge logging keeps a record of
the users (User ID, First Name and Last Name) that have been permanently deleted from the system.
Subsequently a new setting was added to control the enablement of the logging, and it was turned off by default.
In 1808 data that was populated in the Purge Logging table will be deleted if purge logging is disabled; this will be
a one-time task.
Action: Review the following setting in your system and enable it if you wish to log purged users.
System Admin > Configuration > System Configuration > LMS_ADMIN > enablePurgeLog=false
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Additional resources
How to prepare for the release
Additional resources
How to prepare for the release (1 of 3)
Review
Align
Execute
▪ Review the Release Information
written documentation
▪ Determine which optional
features your organization wants
to implement
▪ Address relevant prerequisites
▪ Gather any relevant
Enhancement Codes from the
Release Information
documentation
▪ Determine which optional
enhancements:
– Your organization can
implement on its own in the
Admin Tools of your
SuccessFactors system
– Will require a SAP Support or
Professional Services
engagement
▪ Following the release:
– Use the Upgrade Center or
Admin Tools to implement
self-service optional
enhancements
– Where necessary, submit a
case to SAP Support with
complete list of the relevant
Enhancement Codes
▪ Attend and/or review recordings
of Release Information
Webinars (which you are
attending now!)
▪ Interact with peers and experts in
the Customer Community
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Additional resources
How to prepare for the release (2 of 3)
All resources are made available on the
Product Updates page of the SAP
SuccessFactors Customer Community,
where you can find the following:
 Release Highlights
– Executive summary
 Release Information Summary
– List of all new enhancements for a given release
– Available 60 days before Production release
 Release Information Details
– Detailed walk-through of all enhancements, including
configuration guidance
– Available 30 days before Production release
 Release Information Webinars
– Available two weeks prior to Preview release
– Recordings
– PDFs of presentations
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Additional resources
How to prepare for the release (3 of 3)
Follow these links to find:
▪ The Road to Release in the
Empowerment Center in the
SuccessFactors Community.
▪ The High-Level Suite Road Map, which
is published quarterly to ensure that
you are always up-to-date on the latest
and greatest from SAP SuccessFactors!
Log on with you S-User ID, select Products, scroll down to
Human Capital Management and then SAP
SuccessFactors HCM Suite Product Road Map and
select the overall roadmap (in the left-hand column) or the
recorded webinars (in the right-hand column)
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Q&A
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