Taleo Reporting And Analytics

Transcription

1 Taleo Reporting And Analytics Configuration Guide Software Version: 12A Document Version: 1.1 March 2012

2 Confidential Information It shall be agreed by the recipient of the document (hereafter referred to as the other party ) that confidential information disclosed by Taleo through its documents shall be retained in confidence by the other party, and its respective employees, affiliates and/or subsidiaries, pursuant to the following terms and conditions: For the purpose herein, the term Confidential Information shall mean the following: i. Any information, know-how, data, process, technique, design, drawing, program, formula or test data, work in process, business plan, sales, suppliers, customer, employee, investor or business information contained in a document, whether in written, graphic, or electronic form; or ii. Any document, diagram, or drawing which is either conspicuously marked as Confidential, known or reasonably known by the other party to be confidential, or is of a proprietary nature, and is learned or disclosed in the course of discussions, demonstrations, or other collaboration undertaken between the parties. Taleo Corporation 2012 Do not reproduce without the written permission of Taleo Corporation TALEO CONFIDENTIAL INFORMATION Page ii

3 Table of Contents To go directly to a specific section, click the corresponding heading in the table of contents. Confidential Information... i Introduction... 4 Self Service Configurations... 4 Configure Native Analytics Power User Accounts via Seat Permissions... 4 Configure Business Objects Analytics End Users... 5 Configure Business Objects Reporting End Users... 6 Configure Business Objects Secured Folders... 6 Change Report Developer Password... 7 Configure Reporting / Analytics User Groups... 7 Make Recruiting UDFs Available For Reporting... 8 Make Performance Management UDFs Available For Reporting... 9 Make Onboarding UDFs Available For Reporting...10 Install Web Intelligence Rich Client Standalone...10 Install Web Intelligence Rich Client & Desktop Intelligence Change Ownership of Native Analytics Content from Source to Target User...12 Infoview User Preferences...13 Configurations Requiring Taleo Support...15 Performance Management Analytics Install...15 Metrics Configurator Install...16 Metrics Configurator New User...17 New Business Objects Developer Account...18 Transfer Business Objects Developer Account...19 Reset Business Objects Developer Account...20 Deactivate Business Objects Developer Account...20 Activate Special Business Objects Scheduler Access...21 Hide/Show Standard Folder Analytic Dashboards For End Users...21 Hide/Show Standard Folder Documentation For End Users...22 Hide/Show Standard Folder Standard Reports For End Users...22 Activate BO Dashboards/Talent Management Universe For Existing Report Developer...23 Activate Performance Management Universe For Existing Report Developer...24 Activate Recruiting Universe For Existing Report Developer...24 Activate Compensation Objects in Performance Management Universe For Existing Report Developer.25 Activate Specific Staging Zone For Reporting...25 Activate Multilingual Recruiting Universe...26 Activate Career Site Application Dropoff Data Capture...28 Activate Career Site Hits Tracking...28 Delete Locked Reports...29 TALEO CONFIDENTIAL INFORMATION Page iii

4 Introduction This guide is intended to help customers configure various aspects of Reporting and Analytics. It is broken down into two main sections: - Self Service Configurations: Covers configurations that don t require help from Taleo Support. They can be done through self-service. - Configurations Requiring Taleo Support: These configurations require that a ticket be entered with Taleo Configuration Support. For convenience and clarity, configurations come with a validation section, helping users validate that the configuration was completed successfully. This guide is optimized for the following Business Objects and Taleo Enterprise releases: - Business Objects XI Taleo Enterprise 12A Most of the Configurations are also relevant for Taleo Enterprise versions under 12A. Self Service Configurations Configure Native Analytics Power User Accounts via Seat Permissions Grants SmartORG users administration and authoring permissions in Native Analytics, such as the ability to develop queries, charts and Dashboards. By default, it is possible to grant access to these permissions for 3 individual users. The following permissions are available. The user may have just one of these permissions or all of them: Query Designer Allows the user to design queries. Chart Designer Allows the user to design charts based on existing queries. Dashboard Designer Allows the user to design dashboards based on existing charts. Metrics Configurator Allows the user to access the Metrics Configurator foundational tool. Analytics Administrator Allows the user to access the administration tab in native analytics, enabling configuration of dashboard profiles and management of content ownership. TALEO CONFIDENTIAL INFORMATION Page 4

5 - Native Analytics is installed - Target User has SmartORG permission View Analytics under the Analytics domain - User performing configuration has administration rights for SmartORG. - Login to Taleo and navigate to Configuration. Then, click Administration under the SmartORG category. - Click Seat Based Accesses under the Users category. - Click the Add button to add a new user. When the user is selected, select the desired permissions for the user then click Save. To validate, login as the target user, click on the Analytics link in the Welcome Center and validate that you are able to access the functionality summarized in the description section above. For example, if the target user has permissions Query Designer, Chart Designer and Dashboard Designer, you should be able to access this functionality in the Native Analytics environment. It is possible to receive a User Not Found error message when accessing the Analytics tab. This typically occurs if the SmartORG user in question is newly created. In this case, wait a day and try again. If it still doesn t work, contact support. Configure Business Objects Analytics End Users Grants SmartORG users the ability to do the following in Business Objects: - View Dashboards - Refresh reports with queries using the Talent Management Universe - Use the Web Intelligence Interactive Viewer - Analytics is installed - User performing configuration has administration rights for SmartORG. - Target user is already associated with a user type that has the functional permission titled Report Viewer - Login to Taleo and navigate to Configuration. Then, click Administration under the SmartORG category. - Associate the target user with a user type that has the functional permission titled View Business Objects Analytics As the target user, login to Business Objects by clicking the Reporting link in the Welcome Center. Then, validate that the user is able to view dashboards, refresh queries that use the Talent Management Universe and select Interactive under Preferences Web Intelligence Select a default view format TALEO CONFIDENTIAL INFORMATION Page 5

6 Configure Business Objects Reporting End Users Grants SmartORG users the ability to access Business Objects and refresh reports. - Reporting is installed - User performing configuration has administration rights for SmartORG. - Login to Taleo and navigate to Configuration. Then, click Administration under the SmartORG category. - Associate the target user with a user type that has the functional permission titled Report Viewer As the target user, login to Business Objects by clicking the Reporting link in the Welcome Center. Then, validate that the user is able to access, refresh and export reports. Configure Business Objects Secured Folders Provides the ability to restrict Business Objects folders so that only users belonging to a selected set of user groups can access them and the content underneath them, such as reports, dashboards and other documents. - User performing configuration has report developer permissions in Business Objects - User performing configuration initially created the folder to be secured. - Login to Business Objects as report developer. - Navigate to the Public Folders / Admin Tools folder - Click on Folder Security Manager. Click the Actions button then click View. - From the left pane tree view, navigate to the folder to be secured and click on it. - In the right pane, select the user groups that can see this folder. Then, click Apply Security Note that only user groups with the domain of Reporting/Analytics are available in the list. TALEO CONFIDENTIAL INFORMATION Page 6

7 Login to Business Objects as a user that belongs to at least one of the user groups associated with the folder. Validate that you can see the secured folder. Login to Business Objects as a user that does not belong to at least one of the user groups associated with the folder. Validate that you cannot see the secured folder. Also, validate that you bypass the hidden folder by searching for a report contained within the folder. Change Report Developer Password Changes the password of a Business Objects report developer account. - User remembers his/her Business Objects account security answer. Contact Taleo Configuration Support requesting password change if you no longer have your security answer. Specify the account username and desired new password. On the Business Objects login screen, click Forgot your password. Enter your username and click Ok. Enter the security answer and click Confirm. Enter your new password and click Ok. Login to Business Objects with your new password. Configure Reporting / Analytics User Groups Enables SmartORG user groups to be used in Reporting/Analytics. User groups purpose in Reporting/Analytics is to secure content so that only desired groups of users can access it. - User performing configuration has administration rights for SmartORG. - Reporting is installed. - When configuring user groups for Native Analytics, Native Analytics must be installed. TALEO CONFIDENTIAL INFORMATION Page 7

8 To create a new user group for Reporting/Analytics - Login to Taleo Configuration and navigate to SmartORG Administration. - Under Users, click User Groups. Click Create. - Give the user group a name and code, translating the name as necessary. Then click Save. - Next to Coverage Areas, click Create. Next to Functional Domains, click Add. - Select Reporting and Analytics and click Select. Then click Save. To extend an existing user group to Reporting/Analytics - Login to Taleo Configuration and navigate to SmartORG Administration. - Under Users, click User Groups. Find the desired existing user group and click on it. - Next to Coverage Areas, click Create. Next to Functional Domains, click Add. Or, next to Coverage Areas, click Show. Click on the appropriate coverage area. Next to Functional Domains, click Add - Select Reporting and Analytics and click Select. Then click Save (if adding a new coverage area). of the user groups in Reporting/Analytics should only be attempted 24 hours after the Configuration took place in SmartORG, allowing time for the integration of data between SmartORG and Reporting/Analytics. Reporting/Analytics User Groups propagate to both Business Objects and Native Analytics. In Business Objects - Login to Business Objects as a report developer. - Create a new test folder somewhere in the corporate documents folder structure. - Navigate to the Public Folders / Admin Tools folder - Click on Folder Security Manager. Click the Actions button then click View. - From the left pane tree view, navigate to the newly created test folder and click on it. The Reporting/Analytics user group should be in the list. In Native Analytics (If Native Analytics is installed) - Login to Native Analytics as a power user with at minimum Design Charts Permission. - Create a new test chart and save it. In the main chart list navigation, click on the chart and then click Manage Security. - Under Role Permissions, click Refresh. Browse the list and validate the Reporting/Analytics user group is available. Make Recruiting UDFs Available For Reporting TALEO CONFIDENTIAL INFORMATION Page 8

9 Activates a UDF so that it is available for Reporting in the Business Objects Recruiting Universe. - User performing configuration has administration rights for Recruiting. - Reporting is installed. - Login to Taleo Configuration and navigate to Recruiting Administration. - Under Fields, click on the desired field type, such as Requisitions. Then, click Show user-defined fields. - Click on the desired field. Then, click Edit Field Availability. - Select Custom Report Universe then click Save. - Go back to Taleo Recruiting Administration. Under Fields, click Custom Report Universe. - Navigate to the appropriate tab corresponding to the new UDF type. Then take note of the BO ID. - Login to Business Objects as a report developer. - Create a new Web Intelligence report using the Staffing Universe. - Create a simple query on the UDF that was made available for reporting. Validate the data is there. To identify which universe object to use, combine the field type with the BO ID. For example, if the field type is Requisitions and the BO ID is 14, then use the object Requisition UDF Value 14. Make Performance Management UDFs Available For Reporting Activates a UDF so that it is available for Reporting in the Business Objects Performance Management Universe. - User performing configuration has administration rights for Performance Management. - Reporting is installed. - Login to Taleo Configuration and navigate to Taleo Performance Administration. - Under Global Configurations, click User Defined Reports. - Click the desired field type, such as Employee. - Select a UDF from the list of Available Items, and click Add. Note the numeric value to the left of the UDF in the Selected Items list. This is the BO ID. - Finally, click Save. Note that Boolean and Date with Time Zone UDFs are not currently supported for reporting. TALEO CONFIDENTIAL INFORMATION Page 9

10 - Login to Business Objects as a report developer. - Create a new Web Intelligence report using the Performance Management Universe. - Create a simple query on the UDF that was made available for reporting. Validate the data is there. To identify which universe object to use, combine the field type with the BO ID. For example, if the field type is Employee and the BO ID is 02, then use the object Employee UDF Value 02. Make Onboarding UDFs Available For Reporting Activates a UDF so that it is available for Reporting in the Business Objects Onboarding Universe. - User performing configuration has administration rights for Onboarding. - Reporting is installed. - Login to Taleo Configuration and navigate to Onboarding Administration. - Under User-Defined Fields, click User Defined Reporting. - Click the desired field type, such as Assignment. - Select a UDF from the list of Available Items, and click Add. Note the numeric value to the left of the UDF in the Selected Items list. This is the BO ID. - Finally, click Save. Note that Boolean and Date with Time Zone UDFs are not currently supported for reporting. - Login to Business Objects as a report developer. - Create a new Web Intelligence report using the Onboarding Universe. - Create a simple query on the UDF that was made available for reporting. Validate the data is there. To identify which universe object to use, combine the field type with the BO ID. For example, if the field type is Assignment and the BO ID is 25, then use the object New Hire - Assignment Information UDF Value 25. Install Web Intelligence Rich Client Standalone Installs the Business Objects Web Intelligence Rich Client on the report developer s computer. TALEO CONFIDENTIAL INFORMATION Page 10

11 - Reporting is installed. - User has report developer account. - User must have sufficient software installation privileges on his/her computer. If there was a previous version of Web Intelligence installed, such as the standalone, it needs to be uninstalled prior to starting this process. Look for SAP Business Objects Web Intelligence SPXX in programs/features (or add/remove programs) in the Windows Control Panel. Ignore the language packs. If this creates issues, try uninstalling the language packs as well. - Login to Business Objects as a report developer. - Navigate to Preferences, under Web Intelligence, next to Select a default creation/editing tool, click Install. Download the WebSetup file to your desktop. - Launch the WebSetup file and follow the onscreen instructions to install Web Intelligence Rich Client. It may take for the onscreen instructions to appear. - Wait for the installation to complete. - Login to Business Objects as a report developer. - Navigate to Preferences, under Web Intelligence Select a default creation/editing tool, select Desktop, then click Ok. If the system logs you out, simply log back in. - Create a new Web Intelligence Report. The desktop version should launch. Validate you are able to select a universe and create/refresh a simple query. Install Web Intelligence Rich Client & Desktop Intelligence Installs the Business Objects client tools package on the report developer s computer. - Reporting is installed. - User has report developer account. - User must have sufficient software installation privileges on his/her computer. - For Desktop Intelligence, the permissions must be activated in your Business Objects environment. Desktop Intelligence is a legacy product set for deprecation. It is only activated for customers having Business Objects legacy ZABO reports. TALEO CONFIDENTIAL INFORMATION Page 11

12 If there was a previous version of Web Intelligence installed, such as the standalone, it needs to be uninstalled prior to starting this process. Look for SAP Business Objects Web Intelligence SPXX in programs/features (or add/remove programs) in the Windows Control Panel. Ignore the language packs. If this creates issues, try uninstalling the language packs as well. - Navigate to Web Support > Content Tab - Select Reporting & Analytics under the My Libraries section. - Download the following files to your computer: o Client Tools XI SP5 Full Install.zip - Once downloaded, Unzip/Extract both files to a temporary folder - Launch Setup.exe. Follow onscreen instructions and wait for the installation to complete. In the Select Features screen, select Web Intelligence & Desktop Intelligence. - Wait for the installation to complete. - Login to Business Objects as a report developer. - Navigate to Preferences, under Web Intelligence Select a default creation/editing tool, select Desktop, then click Ok. If the system logs you out, simply log back in. - Create a new Desktop Intelligence Report. Validate that you are able to select a universe and create/refresh a simple query. - Create a new Web Intelligence Report. The desktop version should launch. Validate you are able to select a universe and create/refresh a simple query. If you receive a license error message when attempting to create a new Desktop Intelligence report, reboot your computer and try again. Change Ownership of Native Analytics Content from Source to Target User Change ownership of queries, charts and dashboards from one user to another. Helpful when responsibilities over the content are changed. - Native Analytics is installed - User performing the configuration has the native analytics permission titled Analytics Administrators - Login to Taleo, then click on the Analytics link from the Welcome Center. - Click the Administration tab. Under Manage All Objects Ownership, click Click Here. - Select the source (current owner) and target (new owner) user, then click ok. Login as the target user (new owner) and validate that you have ownership of new content. TALEO CONFIDENTIAL INFORMATION Page 12

13 Infoview User Preferences The following is a list of the different preferences available to users in Infoview, with a brief description of what they do. Whenever users click Ok to apply preferences, it is possible the system will log them out of the system. It is important to note that although this can lead to think that an error has occurred, the preferences were applied. In these cases, simply log back into the system to validate. In some cases, preferences such as Product Locale may not apply correctly. Try closing all browser windows and clearing browser temporary/cache files. It is important to note the following about Infoview preferences: - Change Password section is disabled. Refer to the section titled "Change Report Developer Password" on how to change your password - Crystal Reports section is not used - Desktop Intelligence section only applies to environments with legacy Desktop Intelligence reports. Applicable To Section Setting Name Possible Values Default Value Rpt Viewer Dash Viewer Report Dev. Dash Dev. General InfoView Start Page Determines the landing page when a user logs in to Business Objects * Home * My Infoview * Favorites * Folder * Category * Dashboard (Dashboard viewers and developers only) * Infoview Page Layout Home Y Y Y Y General Document Navigation View Determines the document list navigation mode. * Folder * Category Folder Y Y Y Y General Set the number of objects (max) per page Determines how many documents are displayed per page in the document list. 10 Y Y Y Y General Document List Display Determines what details are displayed for documents in the document list. * * Owner * Date * Instance Count All Selected Y Y Y Y General Document Viewing Determines browser window behavior when navigating documents in Infoview. * In the InfoView portal * In a single fullscreen browser window, one document at a time * In multiple fullscreen browser windows, one window for each document In the InfoView portal Y Y Y Y General Product Locale Determines the language of the Business Objects main user interface. Refer to Infoview English Y Y Y Y General Current Time Zone Determines report scheduling time zone. For example, if time zone is PST and a user schedules a report to refresh every day at midnight, the report will refresh everyday at midnight PST. Refer to Infoview Local to web server Y Y Y Y TALEO CONFIDENTIAL INFORMATION Page 13

14 General Preferred Viewing Locale Determines how to display locale specific data formats such as date/time information. Refer to Infoview User browser locale Y Y Y Y Web Intelligence Select a default view format Determines default format when viewing Web Intelligence reports. Web is the simple HTML viewer. Users can refresh reports, drill/filter and export. Interactive viewer is also HTML but has more formatting options for end users. The PDF mode launches the report in PDF. * Web * Interactive (only available to viewers when analytics is installed) * PDF Web Y Y Y Y Web Intelligence When viewing a document Determines if the report data formats are based on the preferred viewing locale setting or if the locale is based on the report. * Use the document locale to format the data * Use my preferred viewing locale to format the data Use my preferred viewing locale to format the data Y Y Y Y Web Intelligence Select a default creation/editing tool Determines which Web Intelligence report development tool to use. Advanced requires a java runtime engine installed on the computer. Desktop is a full blown desktop application. Interactive ane Web Accessibility are internet browser applications. * Advanced * Interactive * Desktop * Web Accessibility Advanced N N Y Y Web Intelligence Select a default Universe Determines whether to use a default universe of choice when developing new reports. No default universe N N Y Y Determines drill options for reports. Web Intelligence Drill options Activating the "Prompt when drill requires additional data" instructs Web Intelligence to prompt you if it needs to retrieve data from the database when performing a drill operation. Activation "Synchronize drill on report blocks " instructs Web Intelligence to refresh all report blocks (tables, charts, summary cells) when a drill filter is selected in a table. * Prompt when drill requires additional data * Synchronize drill on report blocks * Hide Drill toolbar on startup None selected Y Y Y Y If you want Web Intelligence to hide the Drill toolbar when you switch to drill mode, then select Hide drill toolbar. Web Intelligence Start drill session If you want to retain a copy of the original document so that you can compare the drilled results to the data in the original document, then choose On duplicate report. * On duplicate report * On existing report On existing report Y Y Y Y If you want to drill on the report so that the report is modified by your drill actions, then choose On existing report Web Intelligence Select a priority for saving to MS Excel If you want to display the data in a format that is similar to working in Web Intelligence, then choose Prioritize the formatting of the documents. If you want to display the data in a text format, then choose Prioritize easy data processing in Excel. The system tries to optimize for data processing operations like sorting and filtering. * Prioritize the formatting of the documents * Prioritize easy data processing in Excel Prioritize easy data processing in Excel Y Y Y Y Desktop Intelligence Select a default view format Determines default format when viewing Desktop Intelligence reports. The Web option simply launches the reports HTML. PDF mode opens the report in PDF mode by default. Desktop Intelligence launches the Desktop Intelligence client tool and loads the report (desktop intelligence needs to be installed) * Web * PDF * Desktop Intelligence Format Web Y Y Y Y Dashboards and Analytics Select a default style to use when creating a new page In the "Select a default style to use when creating a new page" area, select the visual style you would like to use for new dashboards. Windows; JavaMetal; RedBaron; Demo; BusinessObjects; DarkRed; NewStyle Windows N Y N Y TALEO CONFIDENTIAL INFORMATION Page 14

15 Dashboards and Analytics Define Grid Properties In the "Define grid properties" area, indicate whether or not you would like draggable elements on your dashboard to automatically align themselves with gridlines when you work in freeform layout mode. Snap to grid Not selected N N N Y Dashboards and Analytics Gridline In the "Gridline" area, select the type of grid you would like to see while editing dashboards in freeform layout mode * None; Small; Medium; Large None N N N Y Dashboards and Analytics Default browsing In the "Default Browsing" area, indicate whether you would like to browse by folder or category from within Dashboard Builder. * Category * Folder Folder N N N Y Dashboards and Analytics Accessibility Option In the "Accessibility Option" area, indicate whether you want to view and edit analytics in a web-based environment which is compliant with Section 508 accessibility standards when applicable. Use 508 compliant version of analytics when available Not selected N Y N Y Dashboards and Analytics Rich Client Option In the "Rich Client Option" area, indicate whether you would like to use Adobe Flash versions of analytics when possible. Use Macromedia Flash when available Not selected N Y N Y Dashboards and Analytics Dashboard View Option In the "Dashboard View Option" area, indicate whether you would like to view dashboards in full view, without the InfoView toolbar, or within the workspace in default view. * Full View * Default View Default View N Y N Y Dashboards and Analytics Display scroll bars for dashboard contents In the "Display scroll bars for dashboard contents" area, indicate whether or not you would like to display scroll bars on overflowing content. Disabling this option may hide some of the dashboard's content. * Yes * No Yes N Y N Y Dashboards and Analytics Enable Client Tracing In the "Enable Client Tracing" area, indicate whether or not you would like to be able to view all client-server activity in Dashboard and Analytics. Not selected N N N Y Configurations Requiring Taleo Support Performance Management Analytics Install Activates the Metrics Configurator sections related to Performance Management and activates loading of Performance Management data into the Analytics data warehouse. - Analytics is installed - Metrics Configurator is installed - Performance Management is installed TALEO CONFIDENTIAL INFORMATION Page 15

16 Enter a case with Taleo Configuration Support requesting activation of Performance Management Analytics. It is recommended to specify the following the incident: - Specify to activate the setting titled Performance Manager Dashboard Enabled - Ask that support confirm that the configuration is completed only when the Performance Management data has completed populating into the Analytics data warehouse. Login to Metrics Configurator. Click on Performance Review Ratings. A list of reviews should load in the list. Login to Business Objects as a dashboard developer user. Create a new Web Intelligence report using the Talent Management Universe. Create a simple query on Performance Management related data and confirm the data is being retrieved. For example, create a simple query using objects Employee Full Name and Employee Job Role (code) Metrics Configurator Install Activates the Metrics Configurator for Analytics - Analytics is installed - Native Analytics is not installed Enter a case with Taleo Configuration Support requesting activation of Metrics Configurator. Also, request a new user for the Metrics Configurator, specifying the following account parameters in the incident: - User first name, last name - User address - User phone number - User Login - User Password It is recommended to identify Metrics Configurator in the login name. For example, asmith_mconfigurator. TALEO CONFIDENTIAL INFORMATION Page 16

17 - Login to Metrics Configurator as the new user. Use the URL provided by Support. If support did not provide a URL, use the reference table below for reference. If insufficient, request clarification from support on which URL to use for Login. - Enter a security question and answer. It is important in case you want to change your password at a later time. - Click on the Candidate Events link. Double click on App. Hired Date. Validate that the CSW Steps list on the right pane is populated with records. - Log out of the Metrics Configurator by clicking the Sign Out button. Note it is very important to click the Sign Out button and not close the browser window to avoid session lock issues. URL Used to Login to Reporting/Analytics Analyticsch1.taleo.net Analyticsny.taleo.net Reportinganalytics-cl11.taleo.net Analyticsch2.taleo.net Analyticsny2.taleo.net reportinganalytics-cl12.taleo.net Analyticsch3.taleo.net Analyticssj.taleo.net Reportinganalytics-cl13.taleo.net Analyticsam.taleo.net Reportinganalytics-cl21.taleo.net URL to Use For Metrics Configurator Analyticsch1.taleo.net Analyticsch2.taleo.net Analyticsch3.taleo.net Analyticsam.taleo.net Metrics Configurator New User Activates a new user for Metrics Configurator. - Analytics is installed and Metrics Configurator is already activated - Native Analytics is not installed. If Native Analytics is installed, refer to Configure Native Analytics Power User Accounts via Seat Permissions instead Enter a case with Taleo Configuration Support requesting a new Metrics Configurator user, specifying the following account parameters in the incident: - User first name, last name - User address - User phone number - User Login - User Password It is recommended to identify Metrics Configurator in the login name. For example, asmith_mconfigurator. TALEO CONFIDENTIAL INFORMATION Page 17

18 - Login to Metrics Configurator as the new user. Use the URL provided by Support. If support did not provide a URL, use the reference table below for reference. If insufficient, request clarification from support on which URL to use for Login. - Enter a security question and answer. It is important in case you want to change your password at a later time. - Click on the Candidate Events link. Double click on App. Hired Date. Validate that the CSW Steps list on the right pane is populated with records. - Log out of the Metrics Configurator by clicking the Sign Out button. Note it is very important to click the Sign Out button and not close the browser window to avoid session lock issues. URL Used to Login to Reporting/Analytics Analyticsch1.taleo.net Analyticsny.taleo.net Reportinganalytics-cl11.taleo.net Analyticsch2.taleo.net Analyticsny2.taleo.net reportinganalytics-cl12.taleo.net Analyticsch3.taleo.net Analyticssj.taleo.net Reportinganalytics-cl13.taleo.net Analyticsam.taleo.net Reportinganalytics-cl21.taleo.net URL to Use For Metrics Configurator Analyticsch1.taleo.net Analyticsch2.taleo.net Analyticsch3.taleo.net Analyticsam.taleo.net New Business Objects Developer Account Activates a new developer account for Reporting & Analytics, enabling the user to author reports and if applicable, dashboards & analytics. - Reporting must be installed - Requires one unused report developer license (report author) - When requesting dashboard permissions: - Analytics must be installed - Requires one unused dashboards license - When requesting Performance Management universe, Performance Management must be installed. TALEO CONFIDENTIAL INFORMATION Page 18

19 Enter a case with Taleo Configuration Support requesting a new Business Objects developer account, specifying the following account parameters in the incident: - User first name, last name - User address - User phone number - User Login - User Password - Time Zone (drives time zone of date/time data in reports) - Business Objects permissions required. Choices are: - Recruiting: Activates Staffing Universe & Administration Universe. If the Onboarding product is activated, the Onboarding Universe is turned on as well. - Performance Management: Activates Performance Management Universe (reporting for Reviews, Goals, Success, Development and Career Planning) - Compensation Objects: Activates the Compensation Objects in the Performance Management Universe. - Dashboards/Analytics: Activates Talent Management Universe and the permission to develop dashboards. Note that user login names must correspond to the user associated with the account. They cannot be generic usernames. If you do not specify a login name, one will be selected for you. The typical login name is first letter of the first name concatenated with the full last name? Login to Business Objects with the new account using the report developer login URL (reportinganalytics-cl11.taleo.net, reportinganalytics-cl12.taleo.net, etc ). If you are unsure which URL to use, ask support for clarification. When prompted, enter a security question & answer and store it somewhere for reference. It is important in case you want to change your password at a later time. When logged in to Business Objects, click Document List New Web Intelligence Document. Validate that all universes are available. Repeat creating a new report for each available universe. For each, create a simple query and refresh it to validate the connection is ok. If Dashboards was requested, create and refresh a simple report on the Talent Management universe. Also, to validate dashboard developer access, click Dashboards Create Corporate Dashboard. Give the dashboard a name and a location then click Ok. Regarding validation for Compensation Objects, see section Activate Compensation Objects in Performance Management Universe For Existing Report Developer. Transfer Business Objects Developer Account TALEO CONFIDENTIAL INFORMATION Page 19

20 Deactivates a Business Objects developer account while creating a new report developer account, transferring the license from one person to another. - If the user to be deactivated has important documents under the Favorites folder, it is recommended to move those reports to an area in corporate documents so that they can be retrieved by the new user. - Enter an incident with Taleo Configuration Support requesting the transfer of a developer license from one user to another - For the user to be deactivated, please specify the account login name. - For the new user to be created, please refer to the configuration steps in the section titled Business Objects New Developer Account for the parameters to provide. Attempt to login to Business Objects as the deactivated user. Confirm you are no longer able to access the system. For validation of the new user account, refer to the validation steps in the section titled Business Objects New Developer Account Reset Business Objects Developer Account Resets an existing Business Objects report developer account. This is required when the user is no longer able to login to Business Objects. Enter an incident with Taleo Configuration Support requesting for a specific user to be reset. Please specify the user login name. Login to Business Objects with the unlocked user and validate you can access the system. Deactivate Business Objects Developer Account Deactivates an existing Business Objects report developer account. TALEO CONFIDENTIAL INFORMATION Page 20

21 Enter an incident with Taleo Configuration Support requesting for a specific user to be Deactivated. Please specify the user login name. Login to Business Objects with the unlocked user and validate you are unable to access the system. Activate Special Business Objects Scheduler Access Provides access to the special scheduler user, enabling scheduling of reports for up to rows / 10 minutes per query. - Reporting is installed Enter an incident with Taleo Configuration Support requesting credentials for the special scheduler account Also specify if you want the report query time zone to be different from Eastern Standard Time. Note that currently, it is only possible to provide one scheduler account per zone. Login to Business Objects using the credentials provided by support. Schedule a report and confirm that scheduling works properly. Hide/Show Standard Folder Analytic Dashboards For End Users Hides or shows the Analytics Dashboards standard folder for end users. Report/Dashboard developers always have access to it, regardless of whether or not it is enabled for end users. - Analytics is installed TALEO CONFIDENTIAL INFORMATION Page 21

22 Enter a case with Taleo Configuration Support requesting disabling or enabling the setting Show Analytics Dashboard, depending on the preference. By default, the setting is enabled. Requesting to enable the setting should only be necessary if the setting was previously deactivated via request and it is desired to revert that change. To validate, login to Business Objects as an end user that has the functional permission View Business Objects Analytics. Validate that the Taleo standard Analytics Dashboards folder is no longer visible OR visible depending on the configuration request. It may take up to 24 hours for the changes to take effect so if the change could not be validated shortly after confirmation by support, wait one additional day. If the configuration cannot be validated after that, contact support. Hide/Show Standard Folder Documentation For End Users Hides or shows the Documentation standard folder for end users. Report developers always have access to it, regardless of whether or not it is enabled for end users. - Reporting is installed Enter a case with Taleo Configuration Support requesting disabling or enabling the setting Show Documentation Folder, depending on the preference. By default, the setting is enabled. Requesting to enable the setting should only be necessary if the setting was previously deactivated via request and it is desired to revert that change. To validate, login to Business Objects as an end user that has the functional permission Report Viewer. Validate that the Taleo standard Documentation folder is no longer visible OR visible depending on the configuration request. It may take up to 24 hours for the changes to take effect so if the change could not be validated shortly after confirmation by support, wait one additional day. If the configuration cannot be validated after that, contact support. Hide/Show Standard Folder Standard Reports For End Users Hides or shows the Standard Reports standard folder for end users. Report developers always have access to it, regardless of whether or not it is enabled for end users. TALEO CONFIDENTIAL INFORMATION Page 22

23 - Reporting is installed Enter a case with Taleo Configuration Support requesting disabling or enabling the setting Show Standard Reports Folder, depending on the preference. By default, the setting is enabled. Requesting to enable the setting should only be necessary if the setting was previously deactivated via request and it is desired to revert that change. To validate, login to Business Objects as an end user that has the functional permission Report Viewer. Validate that the Taleo standard Standard Reports folder is no longer visible OR visible depending on the configuration request. It may take up to 24 hours for the changes to take effect so if the change could not be validated shortly after confirmation by support, wait one additional day. If the configuration cannot be validated after that, contact support. Activate BO Dashboards/Talent Management Universe For Existing Report Developer Extends the report developer account to cover Dashboard development and access to the Talent Management Universe - Analytics is installed - Requires one unused dashboards license Enter an incident with Taleo Configuration Support requesting activation of the Dashboards for a specified user. Please specify user s full name and login name. Login to Business Objects as the updated user. Create and refresh a simple Web Intelligence report using the Talent Management Universe. Also, to validate dashboard developer access, click Dashboards Create Corporate Dashboard. Give the dashboard a name and a location then click Ok. When creating a new report, if the universe selection screen doesn t appear but instead automatically loads Web Intelligence with a default universe, go to Preferences Web Intelligence. Check under Select a default universe. If there is a universe specified there, click Browse, select No default universe and click Ok (not the Ok at the bottom of the screen, but the one directly under No default universe). Then click Ok again to apply the changes. TALEO CONFIDENTIAL INFORMATION Page 23

24 Activate Performance Management Universe For Existing Report Developer Activates the Performance Management universe for the report developer, enabling development of new Performance Management reports. - Reporting is installed - Performance Management is installed Enter an incident with Taleo Configuration Support requesting activation of the Performance Management universe for a specified user. Please specify user s full name and login name. Login to Business Objects as the report developer and create a new Web Intelligence report. The Performance Management universe should be available. Select it. Then, create a simple query and refresh it. When creating a new report, if the universe selection screen doesn t appear but instead automatically loads Web Intelligence with a default universe, go to Preferences Web Intelligence. Check under Select a default universe. If there is a universe specified there, click Browse, select No default universe and click Ok (not the Ok at the bottom of the screen, but the one directly under No default universe). Then click Ok again to apply the changes. Activate Recruiting Universe For Existing Report Developer Activates the Recruiting universe for the report developer, enabling development of new Recruiting reports. - Reporting is installed - Recruiting is installed Enter an incident with Taleo Configuration Support requesting activation of the Recruiting Universe for a specified user. Please specify user s full name and login name. TALEO CONFIDENTIAL INFORMATION Page 24

25 Login to Business Objects as the report developer and create a new Web Intelligence report. The Staffing Universe should be available. Select it. Then, create a simple query and refresh it. When creating a new report, if the universe selection screen doesn t appear but instead automatically loads Web Intelligence with a default universe, go to Preferences Web Intelligence. Check under Select a default universe. If there is a universe specified there, click Browse, select No default universe and click Ok (not the Ok at the bottom of the screen, but the one directly under No default universe). Then click Ok again to apply the changes. Activate Compensation Objects in Performance Management Universe For Existing Report Developer Activates the Compensation reportable data elements in the Performance Management universe. - Reporting is installed - Compensation is installed - Standard integration between Compensation and Performance Management is enabled. Enter an incident with Taleo Configuration Support requesting activation of the Compensation universe objects for a specified user. Please specify user s full name and login name. Login to Business Objects as a report developer. Create a new report using the Performance Management Universe and look for the following object classes: Talent Profile / Employee / Employee Compensation Measures / Talent Profile Measures / Employee Measures / Employee Compensation Measures Activate Specific Staging Zone For Reporting Activates a staging zone for reporting, allowing users to develop and/or test reports against staging data. - Reporting is installed TALEO CONFIDENTIAL INFORMATION Page 25

26 Enter an incident with Taleo Configuration Support requesting activation of a specified staging zone for reporting. - Login to Business Objects as a report developer. You should be prompted to select an active zone. Select the staging zone that was requested for reporting. - Examine the folder tree. Confirm that under Public Folders, there is a new corporate folder identifying the staging zone. - Create a new Web Intelligence report and create a simple query. Confirm the data is coming from the staging zone. Save the report under the staging zone corporate structure identified in point 2. - Login to the staging zone as an administration for SmartORG and grant a user access to the Report Viewer functional permission. See section Configure Business Objects Reporting End Users - Login to the staging zone as a user with the Report Viewer functional permission. Click on Reporting from Welcome Center to access Business Objects. Navigate to the corporate folder structure and refresh the saved report. Activate Multilingual Recruiting Universe Activates the Recruiting Multi-Lingual reporting universe, allowing users to retrieve data for languages other than English. For more specific information about the feature, refer to the Reporting & Analytics 7.5 SP11 Release Notes, section Recruiting Multilingual Data Reporting. - Reporting is installed TALEO CONFIDENTIAL INFORMATION Page 26

27 Enter an incident with Taleo Configuration Support requesting activation of the Recruiting Multilingual Universe. When requesting the activation, it is necessary to specify preferences for two settings that drive the behavior of the universe: - Use Content Language Preference in Reporting - Organization Content Languages The Use Content Language Preference In Reporting setting is a Yes / No switch: - Yes: For end users, commands the system to dynamically refresh the report data based on the end users preferred language in SmartORG. - No: For end users, commands the system to refresh the report data for one specific global company preferred reporting language, specified in the Organization Content Language setting. The Organization Content Languages is a list of languages that serves two purposes: - The first language in the list determines the global company preferred reporting language for recruiting data. This is relevant if the Use Content Language Preference In Reporting setting is set to No. - The list of languages drives the languages that the report developer will have access to when logging into Business Objects. For example: - Use Content Language Preference In Reporting: No - Organization Content Languages: French; English; German In the above scenario, the system will retrieve French data for recruiting reports when end users access them. However, the report developer will be able to write ad-hoc reports in French, English or German. First, login as a report developer. When logging in, the system should prompt you to select a language. Select a language other than English. Then, create a new Web-Intelligence report based on the Recruiting Universe. Create a simple query such as # Requisitions by Organization Level 01. The data should be retrieved in the selected language. Save the report in Public Folders somewhere that an end user can access it. Then, login as a report viewer and refresh the report: - If Use Content Language Preference In Reporting is set to No, the report should refresh in the global preferred language defined in the Organization Content Languages setting. - If Use Content Language Preference In Reporting is set to Yes, the report should refresh in the user s SmartORG preferred content language. It may take up to 24 hours for the changes to take effect so if the change could not be validated shortly after confirmation by support, wait one additional day. If the configuration cannot be validated after that, contact support. TALEO CONFIDENTIAL INFORMATION Page 27

28 Activate Career Site Application Dropoff Data Capture Turns on capturing of candidate job submission information on career sites. When a candidate applies via a career site, the name of the career site, application flow and last page visited are tracked and can be reported on later. For example, if a candidate doesn t complete the job submission, a report can display where in the process he/she dropped off. For more specific information about the feature, refer to the Reporting & Analytics 7.5 SP11 Release Notes, section Application Drop-off Statistics. - Reporting is installed Enter an incident with Taleo Configuration Support requesting activation of the Career Section Latest Page Tracking Activation setting. Login to Business Objects as a report developer and create a new Web Intelligence report using the Staffing Universe. Create a simple query using candidate information such as Candidate ID, Requisition NO, Candidate Name combined with the following objects found under the Application General Information class: - Application - Application Flow (of Career Section) - Application - Application Flow ID (of Career Section) - Application Career Section - Application Career Section ID - Application - Latest App. Flow Page Visited - Application - Latest App. Flow Page Visited (Sequence) Add a filter such as Application Career Section ID is not null to only retrieve records with relevant information. The report should return records with information. Consider that upon activation of the data tracking, the system does not populate career site job submission information for candidates that applied prior to the setting being turned on, so there is no data as of activation. Tracking takes place for job submissions after the setting has been activated. Before validating, it is recommended to wait for a few hours to allow a list of candidates the time to apply. Alternately, you can create a test job submission and then test the output on the report. Activate Career Site Hits Tracking TALEO CONFIDENTIAL INFORMATION Page 28