SAP SuccessFactors
Follow these steps to connect SAP SuccessFactors with StackOne Hub successfully.
Ensure you have Admin privileges for your SAP SuccessFactors account.
If you’ve been directed to StackOne to integrate with SAP SuccessFactors, the following steps will help you understand the process and any necessary actions to configure successful integration.
Locating Credentials
Locating API Server
Find the Domain URL
Log into the SAP SuccessFactors environment and find the domain URL in the address bar.
For example, if your domain was https://pmsalesdemo8.successfactors.com/xyz
, you would use https://pmsalesdemo8.successfactors.com
.
Use this value as the Domain URL
value when connecting SAP SuccessFactors to StackOne.
Finding the Learning Hub URL
Log into SAP
Log into SAP SuccessFactors.
Access the Learning Module
Type Learning Administration in the search bar and select the Learning Administration module.
Record Learning Module URL
Look in the browser address bar for the URL and save the address.
In this case: https://sfcpart000906.scdemo.successfactors.com/ is the access point.
Use this value as the Learning Domain URL
value when connecting SAP SuccessFactors to StackOne.
Finding Company ID
Open User Modal
Select your profile image in the upper right-hand corner of the screen to open the dropdown modal
Locate Company ID
Within the modal that appears, you will see Company ID
. Copy and note down this value.
Finding Username and Client Secret
If you are setting up SAP for creating content via OCN, please follow the below steps to create an OCN Admin Role and User and use that username.
Navigate to Administrators Settings Page
From SuccessFactors go to Learning Administration > System Administration > Security > Administrators
Edit Relevant Administrator
Search for the administrator for this integration and click the edit icon.
Note the Relevant Information
Note down the AdminID for this UserActivation.
Generate Client Secret
Click Generate Client Secret and note this down.
Additional Configuration Required For Creating Content via Open Content Network
Create New Admin Role and User
Create Admin Role
Add New OCN Admin Role
To create an OCN admin profile in SuccessFactors, take the following steps:
Log in to the SuccessFactors Learning Administration environment and go to System Administration > Security > Role Management.
Click Add New.
In the Role ID field, enter “OCN_ADMIN”.
Click Add.
Add Correct Permissions
Select Permissions, then click the link under Add Permissions to the Role.
Under Add Permissions to Roles, enable Learning Activities, Search, and People Management.
Toggle Status Restrictions
Set Status Restriction to “Active” for each activity under Permission Restrictions:
- Add Item
- Add Item Libraries
- Edit Item
- Edit item Libraries
- Edit Item Finance
- Edit Item Cost/Price
- Edit Item Custom Fields
- Edit Item State
- Open Content Network Import
- View Item
- View Item Libraries
- View Item Finance
- View Item Cost/Price
- View Item Custom Fields
- Search User
- Add History Record
Click Apply Changes.
Create Admin User
Add New Administrator
To create a system admin user in SuccessFactors, take the following steps:
Log in to the SuccessFactors Learning Administration environment and go to System Administration > Security > Administrators.
In the upper right-hand corner of the screen, click Add New.
In the Admin ID field, enter “OCNADMIN”.
Enter a new password in the password fields.
Take note of this password and username (AdminID) as these will be used to connect the account in the StackOne hub.
Click Add.
Assign OCN Admin Role to User
Select the Assigned Roles tab. If this integration is your first SuccessFactors instance, click Edit.
In the Role ID field, enter “OCN_ADMIN”, then click Add.
Configure the OCN Property File
To configure the OCN property file, take the following steps:
Navigate to Property File
In the SuccessFactors Learning Administration navigation menu, select System Administration > Configuration > System Configuration.
Find the Open Content Network option in the configuration file and select the Edit (pen) icon.
Copy over Provider Config
Scroll to the bottom of the configuration file.
Copy and paste the values below into the configuration file:
providers[ProviderName].enabled=true
providers[ProviderName].name=ProviderName
providers[ProviderName].label=label.u.ProviderName
providers[ProviderName].baseLaunchUrl=https://www.ProviderRootUrl.com
providers[ProviderName].pricingModel=
Set Up OCN Content Synchronization Automatic Process
To automate the OCN content sync process, take the following steps:
Schedule Synchronisation Process
In the SuccessFactors Learning Administration navigation menu, select System Administration > Automatic Processes.
Select Open Content Network Content Synchronization.
Select the Schedule This Process check box.
Select the Daily radio button.
In the Time of Day field, specify a time outside of peak usage hours.
Click Apply Changes.
Importing Content
Once OCN content is being automatically made availble for import as per the steps above you may manually import the content into the system
Search OCN Content
In the SuccessFactors Learning Administration navigation menu, select Content > Open Content Network.
Select the content provider you wish to import content from and click search
Tick the import
box for all content you wish to import
Select Import Selected
Note: All content updates via the OCN Network will update the imported content once the synchronization process has run without the need for manual updarte or import.
Create a Provider label
To create a LinkedIn Learning label, take the following steps:
Create New Label
In the SuccessFactors Learning Administration navigation menu, select References > Manage Labels > Labels.
Click Add New.
In Label Type, enter “LABEL” and click Next.
Add Label Config
In Label ID, type “ProviderLinkedInLearning”.
In Description, type “LinkedIn Learning Label”.
In Use By drop down, select “Both”.
Select Assign to All Locales.
Click Add.
Add Locales
Select the Locales tab.
To add a locale to the LinkedIn Learning label, enter the locale (i.e., “Japanese”) in the Active Locale ID field and “LinkedIn Learning” in the Label Value field, then click Add.
For each Active Locale ID, enter “LinkedIn Learning” (if the Label Value field is not already populated).
Click Apply Changes.
Note Content Provider Name
Note Provider Name
This will be used when connecting the account in the StackOne hub. Ensure this matches the provider name which has been used in the OCN property file.
Connecting with StackOne
Enter the Details
Upon reaching the Link Account page, enter the gathered details and proceed by clicking the Connect
button.
Note: The integration may take up to 15 minutes to initially authenticate once the account has been connected. In the meantime, requests will return a 401: Unauthorized response.
Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!