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Installation Guide Sap® Workforce Performance Builder Producer

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Installation Guide SAP® Workforce Performance Builder Producer Target Audience ■ Administrators Public Document 25/04/2012 SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany T +49/18 05/34 34 24 F +49/18 05/34 34 20 www.sap.com © Copyright 2012 SAP AG. All rights reserved. Apple, App Store, iBooks, iPad, iPhone, iPhoto, iPod, iTunes, MultiTouch, Objective-C, Retina, Safari, Siri and Xcode are trademarks or No part of this publication may be reproduced or transmitted in any registered trademark of Apple Inc. form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior IOS is a registered trademark of Cisco Systems Inc. notice. Some software products marketed by SAP AG and its distributors RIM, BlackBerry, BBM, BlackBerry Curve, BlackBerry Bold, contain proprietary software components of other software vendors. 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Installation Guide: mySAP Producer Contents Introduction ......................................................................................8 Prerequisites ....................................................................................9 System Requirements ........................................................................... 9 Prerequisites for generating documents ............................................. 9 Installing the Producer ..................................................................10 Prerequisites ........................................................................................10 The installation .....................................................................................10 Upgrading an older version...........................................................12 Using existing Workareas ................................................................... 12 Using different versions of the Producer in parallel ........................ 12 Automatic Update ................................................................................13 Uninstalling the Producer..............................................................15 Setting up a Workarea ...................................................................16 Operating system settings ............................................................17 Windows XP ..........................................................................................17 Windows Vista ......................................................................................18 Windows 7 ............................................................................................18 Font smoothing (anti-aliasing)............................................................ 19 Recording and Editing ...................................................................20 Recording under Windows Vista and 7.............................................. 20 Windows Automation API for Windows XP and Vista ...................... 20 Editing highlights .................................................................................20 Browser settings ............................................................................21 System requirements...........................................................................21 Internet Explorer settings.................................................................... 21 The Internet Explorer's zone model .......................................................... 22 Settings for Mozilla Firefox ................................................................. 23 Safari settings ......................................................................................24 Settings for the SAP client ............................................................25 Requirements .......................................................................................25 Settings .................................................................................................25 Settings up to SAP GUI 7.1........................................................................ 25 Settings as of SAP GUI 7.2 and higher ..................................................... 27 Settings for modal dialogs ........................................................................ 28 Font settings ............................................................................................... 28 Working with the Producer under Citrix .......................................29 6 04 2012 Installation on the Citrix terminal server ........................................... 29 Seamless and load-balancing special attributes .............................. 30 Functional test for seamless transmission.............................................. 30 Setting up an author environment...................................................... 30 The Central Workarea ....................................................................32 Creating a Central Workarea ............................................................... 32 Integrating resources ....................................................................34 Technical Support ..........................................................................35 04 2012 7 Installation Guide: mySAP Producer Introduction This installation manual will provide you administrative support in using the SAP Workforce Performance Builder Producer as well as the applications required for creating and playing learning content. Various prerequisites need to be complied with when installing the Producer and when recording and playing lessons and specific settings applied. Once the installation has been completed and the appropriate settings applied, work can begin immediately on producing learning content in the Producer. Should you require help with the installation or the applicable settings, please contact SAP support, which is available to assist you with any questions. You will find the necessary information and contact data in the "Technical support" section of this manual. 8 04 2012 Prerequisites The following prerequisites apply when working with the Producer. System Requirements In order to successfully install and use Producer, your computer must fulfill the following requirements: Type Specifications Operating system Windows XP (at least Service Pack 3), Vista and Windows 7 64 & 32 bit version Processor Pentium IV, at least 1 GHz Memory A minimum of 1 GB Hard drive 200 MB of free space Browser Internet Explorer 7.0 – 9.0 Soundcard Any soundcard For production of audio lessons and book pages Microphone Any microphone For recording of audio Scenario Requirement SAP Business Suite SAP GUI Scripting activated Windows XP and Vista Windows Automation API Java Applications only for 32 bit version Documentation Generation MS Office (Word and PowerPoint) 2003 or higher PDF Generation MS Office 2007 und Plug-In Microsoft Save as PDF MS Office 2010 Prerequisites for generating documents Generating lesson documents in the Producer requires a standard, functioning Microsoft Office installation. This needs to be the MS Office 2003 version or better to create documents in Word or PowerPoint format. 04 2012 9 Installation Guide: mySAP Producer Installing the Producer This section explains how to install the Producer and what you have to look out for in the process. Prerequisites The following prerequisites apply when installing the Producer: • To be able to install the Producer you require administrator rights for the PC on which the Producer is to be installed. • You require a license to launch the Producer. You can obtain this from your SAP customer account representative. • Before installing, close all browser window so as to avoid subsequent conflicts with Internet Explorer when working with the Producer. Please note that require sufficient rights for installing add-ons and browser bars. This is necessary as the Producer installs and uses its own Browser Helper Object (BHO), the Extension. The authors must also possess sufficient rights for using add-ons and browser bars in order to be able to launch and use the BHO. Note: To install on a Citrix terminal server please refer to the chapter on working under Citrix. The installation To install Producer, perform the following steps: 1. The Producer is available in various language versions. To install, select the file in the appropriate language version. 2. To open the installation program, double-click on the installation file program icon. 3. The installation program will guide you through all the steps for installing the Producer. Now follow the instructions in the displayed dialog. 1. A welcome dialog with the Producer version will be displayed. Click on the Next button. 2. Read the license agreement and accept it. Click on the Next button. 3. Select the installation folder. This will be proposed to you by the Producer in C:/programs/SAP. The Browse ... button allows you to change the installation location. A dialog will open allowing you to select a different folder. 4. Initiate the installation process by clicking on the Install button. The installation will now be executed. 4. Once the Producer has been installed, you can close the installation program by clicking on the Finish button. If the launch SAP Producer setting is activated, the Producer will be opened when the dialog is closed. 10 04 2012 In general use, you can launch the Producer by double-clicking on the Producer icon on the desktop or via the start menu, from Programs -> SAP. 04 2012 11 Installation Guide: mySAP Producer Upgrading an older version Should you already have worked with an older version of the Producer, you should observe a number of points before and after installing the new version. You need to do this as faults may otherwise occur. Using existing Workareas Each new version of Producer revises the resources available for a Workarea. The ability to use an existing Workarea in a more up-to-date version of the Producer requires the following procedure: Note: Before updating a Workarea we recommend making a copy to which you can revert in the event of any problems. 1. Open the latest Producer and if necessary select the desired Workarea from the Workarea -> Select Workarea menu. 2. Once the Workarea has been selected, an advisory dialog box will appear alerting you to obsolete resources. Confirm this with Ok. 3. Now update the Workarea. This is done from the Edit configuration... menu, which can be launched in the Project Explorer from the Workarea -> Management menu. 4. A dialog box will open listing all of the standard installation resources. The resources to be updated are selected and accompanied by the comment upgrade. Change the selection if so required. Click on Ok to confirm the dialog. Note: Only the standard installation resources are offered and updated when updating a Workarea. Individually produced resources are ignored. If need be please get in touch with Support for information on whether your resources require updating. 5. In the next dialog, select the Overwrite existing option to replace the existing resources with the updated resources. Again confirm the dialog by clicking on Ok. 6. The resources will then be imported into the Workarea. You will be able to view the progress in a dialog. When importing has been completed, click on Ok to confirm the dialog. The Workarea has now been updated and you can begin work creating and editing learning content. Once you have updated a macro set's resources the dialog will first prompt you to reboot the Producer. Using different versions of the Producer in parallel Producer can be installed and used in parallel with an older installation of the Producer. But please note that the Workareas used in the different versions are not mutually compatible and that separate Workareas need to be created as a result. In the event of you working with an older of the Producer you need to bear the following in mind before and after installation so as to avoid faults and errors: 12 04 2012 Avoiding version conflicts To avoid version conflicts in the event of a parallel installation, you should deactivate the older version's addons in Internet Explorer and activate the current version's add-ons. These bear the name Extension with the corresponding version number. You will find the required setting: • in Internet Explorer 7 - 9 under Tools -> Manage add-ons Automatic Update The Producer allows automatic resource updates to be set up. To this end, the resources to be updated can be held centrally. This storage location will then appear in the Producer. When the Producer starts up, it checks whether resources are available and then imports them into the Workarea. Note: Please note that when resources to be updated are administered centrally, users require appropriate access rights to the storage location. Defining the update function You define the update function as follows: 1. Create a resources file *.dkp containing all the necessary resources to be updated. To do so, export them from the Producer using the Export Archive function. 2. Now create update.xml. This identifies the resource files to be updated and the corresponding Producer version. You will find the XML file structure below. 3. Set up a folder in your target directory, on a server, for example. File update.xml here along with all the resource files to be updated. 4. Now specify the folder in the Central Configuration Dialog of the Producer to be updated under Application -> Directories in the parameter Updates' path. To do so, go to Search for folder to select the storage location. Once the Producer has started the available resources will automatically be imported into the Workarea. Individual resources can now continue being filed in the folder and will be imported automatically each time the Producer starts. Note: Please ensure when using the update function that it overwrites any resources in the Workarea. update.xml The update.xml structure may appear as follows: 04 2012 13 Installation Guide: mySAP Producer ressource.dkp 14 04 2012 Uninstalling the Producer If you would like to uninstall the Producer, this is done from the Settings -> System control -> Software menu: 1. 2. 3. 4. A dialog will open listing all the programs on your PC. Select the Producer. Click on the Remove button. A dialog will open. Initiate the uninstallation process by clicking on the Yes button. The Producer will be deleted from your PC. When uninstallation is complete you can close the Software dialog. Note: When uninstalling the Producer only the program is deleted. The Workareas that were created are retained for further use. Alternatively you can also perform the uninstallation using the Producer.msi installation file from the corresponding version of your Producer: To do so, launch the installation program by double clicking on the installation file. Then click on Next. Select the option Remove and confirm your selection by clicking on the Remove button. The Producer will now be uninstalled. 04 2012 15 Installation Guide: mySAP Producer Setting up a Workarea When the Producer is first started, you will be asked to create a Workarea for your content. This is where all resources and learning content specific files are held. If you would like to set up a new Workarea, then select the Select Workarea... function in the Workarea menu. 1. A Workarea selection dialog is opened after startup, offering a preset path for filing the folder. This path is under: • Windows XP: Documents and settings/User folder/SAP Workareas/Workarea • Windows Vista and Windows 7: Users/User folders/SAP Workareas/ Workarea Changing the name If you would like to change the name of the Workarea, you can do so using the path data in the Target directory. Replace the prescribed name with the new name. Changing the base directory 1. To set a different directory as the base directory, click on the Select button. 2. Designate the folder in the directory structure in which the Workarea is to be set up and click on Create new folder. Give this a name of your choosing. 3. Then click on OK to confirm the dialog. The path for the Workarea folder is now displayed in the dialog. 2. You will see the standard installation resources displayed in the window under the Target directory. You can use this selection to define the resources to be used. 3. Click on Create to set up the Workarea. The required files are now copied into the target directory. Once all the files have been copied into the corresponding working directory, you can confirm the conclusion of the creation process by clicking on OK. The resources and Content group are now created within the tree structure. 16 04 2012 Operating system settings This section describes the system settings for Windows operating systems. These settings are necessary to allow the Producer recorder function to identify Windows application objections without error. If an existing setting does not match the required settings for the application profile, a dialog box will appear to warn you when you start the recording. You can then cancel the recording and configure the required settings. The following sections details the required system settings for the operating system in question and explains where to find the settings. Also note the system requirements for Producer. Windows XP On Windows XP you can change the interface view in Screen properties, which are available via Control Panel -> Display or via the Context menu - > Properties when you right click the screen wallpaper. Windows Design You can specify the Windows design in the Appearance tab. Select the Windows XP Style option for Windows and buttons along with the Blue (Standard) Color Scheme. Color depth In the Display settings tab select Highest (32bit) for Color quality. Font smoothing You must disable font smoothing. To do so, open the Effects dialog in Appearance and disable the option Use the following method to smooth edges of screen fonts. DPI setting In the Settings tab you can press Advanced to access the display properties dialog. In the dialog set the DPI setting in General to Normal size (96 DPI). 04 2012 17 Installation Guide: mySAP Producer Windows Vista You can define the correct settings for the Windows Vista operating system as follows: Windows Design On Windows Vista you can change the interface view in Appearance settings, which are available via Control Panel -> Window color and appearance or via the Context menu - > Personalize when you right click the screen wallpaper. Select Windows Vista Basic as the scheme. Color depth In the Display settings dialog Color dropdown select Highest (32bit). You can also access this setting via Control panel -> Appearance and personalization -> Personalization -> Display settings. Font smoothing You must disable font smoothing. To do so, open Appearance Settings -> Effects and disable the Use the following method to smooth edges of screen fonts option. DPI setting Use Personalize -> Adjust font size (DPI) to access the dialog for DPI scaling. In the dialog set the DPI scaling to Default scale (96 DPI). Windows 7 You can define the correct settings for the Windows 7 operating system as follows: Windows Design On Windows 7 you can change the interface view in Appearance settings, which are available via Control Panel -> Appearance and Personalization -> Change the theme or via the Context menu - > Personalize when you right click the screen wallpaper. Select Windows Vista Basic as the scheme. Color depth In the Display settings dialog Color dropdown select Highest (32bit). You can also access this setting via Control panel -> Display -> Screen resolution. DPI setting Use Personalize -> Adjust font size (DPI) to access the dialog for DPI scaling. In the dialog set the DPI scaling to Default scale (96 DPI). 18 04 2012 Font smoothing (anti-aliasing) The edge smoothing function for screen fonts must be disabled. To disable this, open the ClearType text optimization option under Start -> Control Panel -> Appearance and Personalization -> Adjust ClearType text (Fonts). ClearType text optimization 1. Disable the option Turn on ClearType. 2. Verify the native resolution for your monitor and click on Next. 3. The following four pages will provide you with examples of the font display. Select the best version to meet your needs and click on Next. 4. In the last dialog box, click on Finish to confirm the changes. How to disable font smoothing system-wide In some cases, deactivating the ClearType may not be sufficient for achieving error-free graphic object recognition. If this happens, you can disable the smoothing option for screen fonts system-wide. Please first consult your SAP representative before deactivating this option on your own. The option to disable is Smooth edges of screen fonts which is found under Control panel -> System and Security -> System -> Advanced System Settings -> Settings (Performance). 04 2012 19 Installation Guide: mySAP Producer Recording and Editing According to your operating system, certain attitudes and practices for recording and processing of projects considered. Recording under Windows Vista and 7 Windows Vista and Windows 7 allows you to run an application as a user or administrator. This is done via the command Launch as administrator in an application link's shortcut menu. To allow applications to be recorded free from errors, you should ensure that the Producer and application to be recorded are called with matching rights. Windows Automation API for Windows XP and Vista Windows Automation API is used for object identification during recording and rerecording of Windows applications with UI automation.. This is not available by default in Windows XP and Vista and thus has to be installed as an update. You can download the update from the following Microsoft link: http://support.microsoft.com/kb/971513/en-us Editing highlights In certain cases, it may possible that highlights for control elements are not properly displayed during the recording or the rerecording and therefore cannot be edited. In such instances, it is recommended to activate the option Show windows content while dragging, which is found under System Properties -> Advanced. 20 04 2012 Browser settings A few changes are required to the security settings of the browser used so that the relevant browser works perfectly with SAP products. Note: The attributes and settings for displaying and executing library, trainer and book reader are stored in cookies. You should therefore activate cookies in your browser to ensure that applications are run free from defects. System requirements The following requirements need to be complied with to ensure that the library, trainer and book reader can be used without problem and that lessons can be successfully played back: Browser Version Betriebssystem Internet Explorer 7.0 – 9.0 Windows XP, Vista und Windows 7 Firefox 3.6, 8.0 – 10.0 Windows XP, Vista, Windows 7 und Mac OS X 10.5.x Safari 4.0 – 5.1 Windows XP, Vista, Windows 7 und Mac OS X 10.5.x Internet Explorer settings To apply Internet Explorer settings, open Explorer and navigate to the Internet Options command in the Tools menu. The following settings are to be set to Activate in the security settings under Security -> Internet/Intranet -> Customize level: • • • ActiveX controls and plug-ins • Binary and script behavior • Display video and animation on a webpage that does not use external media player Miscellaneous • Allow META REFRESH • Allow script-initiated windows without size or position constraints • Allow websites to open windows without address or status bars • Launching programs and files in an IFRAME • Submit non-encrypted form data Scripting • Active scripting Advanced settings 04 2012 21 Installation Guide: mySAP Producer The following setting is to be set to Activate under Advanced -> Browsing: • Enable third-party browser extensions The following setting is to be set to Activate under Advanced -> Multimedia: • Play sounds in webpages To play back lessons using the trainer locally or from CD, the following settings need to be set to Activate on the Advanced tab in the Security area: • Permit running of active content in files on the local computer • Permit running of active content from CDs on the local computer Popup blocker The pop-up blocker needs to be deactivated to display lessons in the trainer. This option can be accessed via the Tools -> Pop-up blocker menu. Alternatively, you can input the corresponding URL in the pages that are enabled for pop-ups, in the Pop-up blocker settings. Printing the stop page To print the stop page of the trainer correctly you have to allow the print of background elements. Activate the option Print background colors and images which is to be find within the Advanced tab ancillary to the point Printing. Additional settings for Internet Explorer 9 To enjoy error-free playback of learning contents it is necessary to deactivate the Protected Mode. The Internet Explorer's zone model Security settings are divided into specific zones in Internet Explorer. Internet Explorer distinguishes between four zones: Internet, Local Intranet, Trusted sites and Restricted sites. It is possible to configure the settings in detail for the permitted actions within each zone. In corporate networks, it is generally the administrator who configures these settings in accordance with the company policy. Otherwise, users may also define the settings themselves. A document is assigned to a specific zone based on two characteristics: 22 • Path / URL for documents – The paths/URLs for documents can be configured in Internet Explorer for each of the four zones (Internet, Local Intranet, Trusted sites and Restricted sites). All other paths/URLs are automatically allocated to the zone Internet. • The file's source (when downloading via the Windows file system) - When a document is downloaded from an external source, the zone that the file was in upon downloading is automatically allocated to 04 2012 the file. In this case, Internet Explorer’s security settings for the zone (ZoneID) detected in the file will apply. Attention: To ensure that everything runs smoothly, it is recommended that you verify that the security zone settings for the server as well as for the published lessons and the trainer on the end user's side allow the lessons to be played back without any problems. Settings for Mozilla Firefox The following browser settings are required for trouble-free display in Mozilla Firefox. Changes in the settings dialog Select the Settings item in the Tools menu in the open browser. Now go to the Content item in the settings dialog to see the required options. • Deactivate the setting Block pop-up windows. • Enable the use of JavaScript using the Activate JavaScript option. • Click on the Advanced button to open Advanced JavaScript settings. Activate the following options: • Position window before or after other windows • Hide status bar • Change status bar text Settings using about:config Additional browser configuration settings are available to you in Firefox. You can access these settings by entering about:config in the address bar and confirming with Enter. The following options are to be set to the value true: • dom.allow_scripts_to_close_windows This setting allows the browser windows to be closed. • signed.applets.codebase_principal_support This setting displays browser windows in fullscreen mode. A setting can be activated by double-clicking on it. It is then displayed in bold text and the value true is set. Note: Because of the settings that have been activated, when starting the library or a lesson in the trainer you will see a security message. Confirm this with Allow. If necessary, activate the option Remember this decision so that the security message is not displayed each time the library is started. 04 2012 23 Installation Guide: mySAP Producer Note: The default bubble audio effects in lessons and in the book reader actions are in WAV format. A Windows Media Player plugin is required in order to be able to play back the files in Firefox. You will find further information on the subject at: https://addons.mozilla.org/en-US/firefox/browse/type:7 Firefox 3 When using Firefox 3, the following settings also have to be set to false using about:config: • dom.disable_window_open_feature.resizable This setting prevents the size of an open browser window from being changed. • security.fileuri.strict_origin_policy This setting allows links to be executed if an HTML page is launched from a local drive. Printing the stop page To print the stop page of the trainer correctly you have to allow the print of background elements. Activate the setting Print background (Colors and Images) which is to be find within the page setup dialog under File > Page setup. Safari settings Specific browser settings are required for trouble-free display in Safari. To do so, open the browser's settings dialog using the Edit -> Settings menu. In this menu, select the Settings area and apply the following settings: • Activate JavaScript by selecting the Activate JavaScript option. • Deactivate the pop-up blocker by deselecting the Block pop-ups option. • Permit the use of cookies by activating the option Always or Only from websites that I visit. Printing the stop page (OS X only) To print the stop page of the trainer correctly you have to allow the print of background elements. Activate the option Print background in print dialog. 24 04 2012 Settings for the SAP client Requirements The optimal object recognition requires the SAP system to have a version 7.1 SAP GUI or later. SAP Netweaver and Windows 7 To use SAP NetWeaver with Windows 7, Version 7.2 or higher is necessary. This makes accurate object identification possible while projects are being recorded (simulation and navigation) and when playing navigations. Settings If lessons are to be recorded using the Producer via an SAP client, certain settings need to be applied if the recording is to proceed without a hitch. Settings up to SAP GUI 7.1 The following settings refer exclusively to the SAP ECC client and are to be applied in Customizing the local layout in the New design and Options menus. Settings under New Design • • In the General area: • For Active theme select theme as application profile will be used by you, i.e. Tradeshow for using SAP ECC Tradeshow. • Under General set the value 100% for Font size. In Color settings select exact the same theme as chosen in General. 04 2012 25 Installation Guide: mySAP Producer Option settings • The tool tips are to be deactivated. To do so, select the setting None under Options -> Quick info. • History under Local data is to be switched off. • Deactivate option Activate multibyte functionality for... under Internationalization in area I18N. • To increase the controls' recognition accuracy during recording you should select the option Narrow cursor under Cursor. • Under Scripting, script recognition during recording must be permitted. In this case, the Enable Scripting option must be activated. This is necessary, as the objects in the ECC window will be more easily recognized by means of the scripting interface. Note: Please note that graphical object recognition is not possible when scripting is active. For graphical object recognition, additional requirements are necessary which are not standard for the Producer. Please contact the SAP support team if you have any questions regarding this. In order to avoid disruptions from SAP messages, the sub-points Notify When a Script Attaches to a Running GUI and Notify When a Script Opens a Connection must be deactivated. 26 04 2012 Settings as of SAP GUI 7.2 and higher As of SAP GUI 7.2, there are several differences in the settings when compared to previous versions. The following settings can be defined from the option Customize Local Layout . Theme Here you can select a theme for the corresponding application profile, such as SAP signature, tradeshow… Font It is recommended that you use the standard font settings, which can be found here: Visual Design -> Font Settings. Cursor In order to improve the accuracy for recognizing control elements during recording sessions, the option Narrow cursor should be activated. This option can be found in your SAP client under: Interaction Design -> Visualization & Interaction -> Cursor Width. Tooltip Tooltips should be deactivated. To do so, go to: Notifications -> Tooltip Delay -> No Tooltip. Scripting Script recognition during a recording session can be activated under: Accessibility & Scripting -> Scripting -> Enable Scripting. Scripting must be enabled so that the objects in the ECC window can be properly recognized via the scripting interface from SAP. The scripting must be activated on both the client and server side so that the object information can be extracted. If the scripting is activated on both sides, a red/white symbol will appear in the bottom right-hand corner. Note: Please note that graphical object recognition is not possible when scripting is active. For graphical object recognition, additional requirements are necessary which are not standard for the Producer. Please contact the SAP support team if you have any questions regarding this. In order to prevent SAP notifications from interfering during a recording session, the options Notify when a script attaches to SAP GUI and Notify when a script opens a connection must be deactivated. History The History option must be deactivated, which can be found under: Local Data -> History. 04 2012 27 Installation Guide: mySAP Producer Settings for modal dialogs For an optimal recognition of objects on modal dialogs the setting Dialog (modal) has to activate. The setting is located on the tab F4 Help of the settings dialog that can open through the menu Help -> Settings. Font settings Position-based objects such as explanation bubbles, interactive surfaces and highlights are dependent on the predefined font properties in SAP; having differing settings can change the layout of the interface. It is important that the settings are the same when recording as well as when playing back the lesson (on users’ PCs) in order to ensure that the objects are displayed properly at all times. In order to adjust the font in your SAP system, go to the font settings in your SAP GUI: Font settings (up to SAP GUI 7.1) The settings can be changed from the menu Options -> Font (I18N)... If this menu entry is not enabled, you can activate the setting Activate Multi-Byte Functions under I18N. Font settings (SAP GUI 7.2 and higher) You can adjust the settings under Visual Design -> Font Settings. 28 04 2012 Working with the Producer under Citrix Certain requirements and settings are necessary in order to be able to use the Producer in a Citrix environment to ensure that lessons are successfully recorded. In the following sections you will receive information on how to install the Producer and what you need to look out for in the process. Note: The Producer should preferably be installed on the terminal server as, with local installation, recording using the Citrix client is only possible with graphical object recognition. The Citrix clients So-called clients are required to access the Producer and the applications on the terminal server. Please note: • Use a version 11.0 Citrix client or later. With older versions, there can be no guarantee that working with the Producer will be trouble-free. Installation on the Citrix terminal server You can install the Producer directly on a terminal server, thereby making it available to the authors. This is the recommended installation as it allows the Producer to access the various object recognition interfaces instead of being blocked by the Citrix client when installed locally. Internet Explorer, for postprocessing of the lessons, as well as Microsoft Office for generating documentation are also to be installed on the same server and started in the same session. The authors should also possess user rights for the Producer's BHO, required for postprocessing. Note: When working with Producer, ensure that you always implement each application you are using on the same server and start it in the same session. This is necessary for trouble-free recording, postprocessing and publication of the lessons. 04 2012 29 Installation Guide: mySAP Producer Customizing display characteristics The following system settings are also to be applied: • Set a color depth of 24 bits for the terminal server, workstation and Citrix client. Please ensure that you apply matching settings for the systems. • Deactivate Screen font anti-aliasing on the terminal server and author workstation. Seamless and load-balancing special attributes With a seamless transmission and for load-balancing, take care to ensure that the Producer and the application to be recorded are launched in one session from the same server. Special attributes when using load-balancing: • The Producer has to be installed on each server in the cluster. Special attributes when using seamless: • Set the same parameters (resolution, color depth, encryption) when publishing the Producer via Citrix and for the target application. Functional test for seamless transmission Once the Producer has been provided via seamless transmission, a test should be run to establish whether Internet Explorer can be launched from within the Producer. If the Producer cannot be launched, seamless transmission must be converted to desktop for each author on a one-time basis. The Producer is then launched using desktop transmission and Internet Explorer is started. If launch is possible, the transmission can be switched back to seamless. Setting up an author environment When creating lessons, it is recommended that an author environment be set up for the authors on a separate server on which the authors are given access to all the necessary applications, settings and rights. This ensures that the Producer will operate smoothly and free from errors. Please also pay attention here to the section: Installation on the Citrix terminal server. The author workstations can be regular workstations or else be set up as thin PCs. Thin PCs are workstations on which only one operating system is installed and which draw their data and applications from a server. The following overview summarizes the necessary requirements to be borne in mind for an author environment: 30 04 2012 Author workstations 04 2012 Terminal server Author environment • Producer installation • Installation of applications to be recorded • Internet Explorer with corresponding access rights • Microsoft Office for creating documentation • Matching settings for color depth and resolution • Deactivation of screen font anti-aliasing • For the recording: Launching of the Producer and target application in the same session 31 Installation Guide: mySAP Producer The Central Workarea The Central Workarea supports large author groups in managing learning content. This entails filing a general Workarea centrally so that all authors can access it to exchange learning content and resources. The authors work with their own local Workarea in which the content is created. The local Workarea is registered with the Central Workarea in order to be able to transmit the content that has been created or download the content from other authors. The Central Workarea is based on files in which the relevant information about the status of the content is recorded. Note: Please follow the Manager installation manual when setting up a server based Central Workarea. You will receive this manual when you purchase this SAP product. Creating a Central Workarea To create a Central Workarea, perform the following steps: 1. To create a Central Workarea activate the option Enable administrative options in the Central Configuration Dialog. You will find the option in the area Application -> Central Workarea. Confirm the setting with Ok. 2. Following select the Select Central Workarea ...function in the Workarea -> Management menu 3. You can use the Target directory to specify your storage location in the open dialog. To do so, create a new folder. 4. Select the resources you require and confirm your selection by clicking on Create. The Central Workarea will then be created and the resources copied into the appropriate folder. 5. The Central Workarea becomes available when a Central Workarea is selected. This menu consolidates all the functions for exchanging data between the local and Central Workarea. Once the Central Workarea has been created, you can upload your individual resources and learning content to it. To this end, you have the Store all objects on the server... function available to you in the Central Workarea menu. The relevant authors can continue to connect with the Central Workarea. Note: Using a central Workarea with several authors requires a high speed, low latency, high bandwidth LAN infrastructure (Local Area Network). If a central Workarea is accessed via a WAN connection (Wide Area Network), the result is extremely long waiting times while the actions are being performed on the central Workarea as a result of the typically limited amount of bandwidth available and the high degree of latency in the interaction with the SMB network protocol used by the Producer. Connecting with a Central Workarea 1. In order to connect with an existing Central Workarea, first create a local Workarea in the Producer in which the Central Workarea content can be filed for local editing. 2. Then open the dialog for selecting a Workarea from Workarea -> Management -> Select Central Workarea... Now define the Central Workarea folder and confirm this by clicking on Select. 32 04 2012 3. You can now download the available learning content and resources via the Central Workarea menu. Use the Fetch objects ... function to do so. You can obtain additional information on working with the Central Workarea in the Producer's F1 Help. 04 2012 33 Installation Guide: mySAP Producer Integrating resources Individual Workarea resources can be integrated in the Producer. For example, these can be: • Individual application profiles • Customized styles (library, trainer, bubble type etc.) • Customized document templates • Text files for the project languages Importing resources The resources are imported as archive files in DKP format (*.dkp). 1. To do so, navigate in the Project Explorer to Import archive ... in the Workarea -> Management menu. 2. Select the archive file you want. You may select one or a number of files. 3. A dialog will then open at the same time as you are shown the contents of the archive file. Now select whether to import the entire archive or only part of it. Confirm your selection by clicking on OK. Your resources will now be imported into, and be available in, the Workarea. A number of resources need to be activated for use as the default. Select the appropriate resource in the Producer's resource tree and click on Set as default in the object editor. You will find additional information about the resources in the Producer's F1 Help. Managing Resources in the Central Workarea In order to make certain resources available to all of a Central Workarea's users, save these resources from your Producer into the Central Workarea. To do so, select the resource and click on Store on the server.. in the Central Workarea menu. An author can store this resource in his local Workarea using the Fetch objects ... function in the Central Workarea function. 34 04 2012 Technical Support Please use the SAP Message Wizard on the SAP Service Marketplace to submit your incidents on the following components: • KM-WPB // Workforce Performance Builder • KM-WPB-PRO // Workforce Performance Builder – Producer • KM-WPB-IPR // Workforce Performance Builder – Instant Producer • KM-WPB-MGR // Workforce Performance Builder - Manager • KM-WPB-NAV // Workforce Performance Builder - Navigator If you are not familiar with the SAP Service Marketplace, please read the following information: • To access the SAP Support Portal you need an S-user ID and password. You can request access data from your SAP Super Administrator or register online on the SAP Service Marketplace page under ‘Registration‘. • With this user, you have read-access to all the contents of the SAP Support Portal, you can use the SAP Community Network and SAP Help Portal, and you can also book courses under SAP Education. • If you want to work with the support applications (Message Wizard, license key request, system data maintenance, software download and so on), you need the corresponding authorizations, which your SAP Super Administrator can give you. • You can find information for new users and about support applications on the Support Portal Homepage under ‘Learn More‘. There you can also register for a personal overview demonstration of the SAP Support Portal. 04 2012 35