diff --git a/.openpublishing.redirection.json b/.openpublishing.redirection.json index b6081eb77..a34826699 100644 --- a/.openpublishing.redirection.json +++ b/.openpublishing.redirection.json @@ -15,6 +15,11 @@ "redirect_url": "/Viva/glint/setup/monthly-release-dates", "redirect_document_id": false }, + { + "source_path": "viva/learning/workday-integration.md", + "redirect_url": "/viva/learning/workday-intro", + "redirect_document_id": true + }, { "source_path": "viva/learning/configure-successfactors-content-source.md", "redirect_url": "/viva/learning/sfsf-introduction", diff --git a/Viva/learning/TOC.yml b/Viva/learning/TOC.yml index 3b39e5b36..36b7020b7 100644 --- a/Viva/learning/TOC.yml +++ b/Viva/learning/TOC.yml @@ -31,7 +31,7 @@ href: delete-content-source.md - name: SAP SuccessFactors items: - - name: Overview of SAP SuccessFactors + - name: Overview of SAP SuccessFactors integration href: sfsf-introduction.md - name: Add SAP SuccessFactors as a content source href: successfactors-integration-add-as-content-source.md @@ -51,8 +51,18 @@ href: sharepoint-faq.md - name: Workday items: - - name: Workday - href: workday-integration.md + - name: Overview of Workday integration + href: workday-intro.md + - name: Create an integration system user (ISU) + href: workday-create-ISU.md + - name: Create RaaS reports + href: workday-create-raas-report.md + - name: Generate connection parameters + href: workday-generate-connection-parameters.md + - name: Configure Workday on Viva Learning + href: workday-configure-on-vl.md + - name: Enable SSO in Workday + href: workday-enable-sso.md - name: Workday FAQs href: workday-integration-faqs.md - name: Cornerstone OnDemand diff --git a/Viva/learning/configure-lms.md b/Viva/learning/configure-lms.md index 739db1b78..c22e16a12 100644 --- a/Viva/learning/configure-lms.md +++ b/Viva/learning/configure-lms.md @@ -4,7 +4,7 @@ ms.author: bhaswatic author: bhaswatic manager: elizapo ms.reviewer: chrisarnoldmsft -ms.date: 11/25/2024 +ms.date: 11/27/2024 audience: admin ms.topic: article ms.service: viva-learning @@ -35,11 +35,12 @@ Learning management systems aren't enabled by default. To enable these sources, |---------|---------| |Cornerstone OnDemand |[Configure Cornerstone OnDemand as a content source](configure-cornerstone-content-source.md) | |Saba |[Configure Saba as a content source](configure-saba-content-source.md) | -|SAP SuccessFactors |[Configure SAP SuccessFactors as a content source](configure-successfactors-content-source.md) | +|SAP SuccessFactors |[Configure SAP SuccessFactors as a content source](sfsf-introduction.md) | +|Workday | [Configure Workday as a content source](workday-intro.md)| ->[!NOTE] ->Available learning management systems are subject to change. Depending on your organization, you may have access to different learning management systems than are listed here. +> [!NOTE] +> Available learning management systems are subject to change. Depending on your organization, you may have access to different learning management systems than are listed here. ## Dataflow architecture diff --git a/Viva/learning/workday-configure-on-vl.md b/Viva/learning/workday-configure-on-vl.md new file mode 100644 index 000000000..ff2eab45e --- /dev/null +++ b/Viva/learning/workday-configure-on-vl.md @@ -0,0 +1,54 @@ +--- +title: Configure Workday on Viva Learning +ms.author: bhaswatic +author: bhaswatic +manager: elizapo +ms.reviewer: chrisarnoldmsft +ms.date: 11/27/2024 +audience: admin +ms.topic: article +ms.service: viva-learning +search.appverid: MET150 +ms.collection: + - enabler-strategic + - m365initiative-viva-learning + - highpri + - Tier1 +ms.localizationpriority: medium +description: Learn how to configure Workday on the Viva Learning tab and the licensing required for the process. +--- +# Configure Workday on Viva Learning Admin tab + +You need to have premium Viva Learning license to configure Workday. Global Admin or Knowledge Admin role is required to access Viva Learning Admin tab. + +1. Sign in to your Viva Learning app + +2. Navigate to Admin tab, then select Manage providers from left navigation menu. + + :::image type="content" alt-text="Screenshot of the Manage Providers tab in Viva Learning." source="../media/learning/wd-s4-1.png" lightbox="../media/learning/wd-s4-1.png"::: + +3. Select **Add provider** and select **Workday**. Select **Next**. + +4. Fill in the following required configuration details for Workday: + + 1. Display name: This information is the name of the carousel under which Workday learning content appears for your organization in Viva Learning. If you don't enter a name, it displays the name "Workday". + + 1. Workday catalog RaaS report URL: Enter the report URL, which was generated while creating RaaS for catalog. This URL consists of address for API endpoint and Workday username. + + 1. Client ID, Client Secret, and refresh token: These are the values you created while enabling OAuth. + + 1. Org ID (only If you want to enable the LRS). Manual full sync triggering is required for codev post adding/deleting any org ID. Full sync can be triggered from Manage providers. + + :::image type="content" alt-text="Screenshot of the Configure Workday window with the fields for name and client info" source="../media/learning/wd-s4-3.png"::: + +5. Select **Save** to activate Workday content in Viva Learning. It may take up to 24 hours for the content to display in the Viva Learning app. + +6. Once configured, Workday appears in the Configured providers list. You can track the sync status, sync time stamp and can download the sync logs. + + :::image type="content" alt-text="Screenshot of the manage providers list that includes the configured Workday provider" source="../media/learning/wd-s4-4.png" lightbox="../media/learning/wd-s4-4.png"::: + +7. If you want to enable LRS (Learner record sync) in Assignment and Completion, enable the LRS toggle. + +8. You can also use **Manage providers** to edit or delete the Workday configuration. + +9. Admins can also trigger full sync for catalog from "Full Sync" toggle in the catalog row. diff --git a/Viva/learning/workday-create-ISU.md b/Viva/learning/workday-create-ISU.md new file mode 100644 index 000000000..c4c567667 --- /dev/null +++ b/Viva/learning/workday-create-ISU.md @@ -0,0 +1,114 @@ +--- +title: Create an integration system user (ISU) on Workday +ms.author: bhaswatic +author: bhaswatic +manager: elizapo +ms.reviewer: chrisarnoldmsft +ms.date: 10/23/2024 +audience: admin +ms.topic: article +ms.service: viva-learning +search.appverid: MET150 +ms.collection: + - enabler-strategic + - m365initiative-viva-learning + - highpri + - Tier1 +ms.localizationpriority: medium +description: Learn how to Create an integration system user (ISU) on the Workday portal and assign required security access +--- + +# Create an integration system user (ISU) on Workday + +An integration system user (ISU) account is required for Microsoft Viva Learning to access your Workday tenant. You can create an ISU from the Workday portal. ISU also requires relevant security group access with permission to access Workday Learning Web Services and learning catalog. + +1. Access the **Create Integration System User** task. Workday automatically sets the value of **Session Timeout Minutes** to zero to prevent the integration system user session from expiring. Expired sessions can cause the integration to stop before it successfully completes. + +2. Create a username and password. Workday recommends using **ISU_Microsoft_Viva_Learning** for the username. **Note:** The username can be customized. + + :::image type="content" alt-text="Screenshot of the menu of Create Integration System User with account information fields." source="../media/learning/wd-s1-1-create-integration-system-user.png" lightbox="../media/learning/wd-s1-1-create-integration-system-user.png"::: + +3. Access the **Create Security Group** task and select **Integration System Security Group (Unconstrained)**. + +4. Provide a group name. Workday recommends using **ISU_Microsoft_Viva_Learning**. It doesn’t need to be the same as the ISU name. + + :::image type="content" alt-text="Screenshot of the type of tenanted security group and name fields" source="../media/learning/wd-s1-2-create-security-group.png" lightbox="../media/learning/wd-s1-2-create-security-group.png"::: + +5. Link your group to the integration system user. This lets Workday assign the integration system user as part of the Microsoft Viva Learning security group. + + :::image type="content" alt-text="Screenshot of the Edit Integration System Security Group fields. " source="../media/learning/wd-s1-3-edit-integration-system.png" lightbox="../media/learning/wd-s1-3-edit-integration-system.png"::: + +6. You need these domains in the Integration and System functional areas: Integration Security, security Configuration. Access the **Maintain Permissions for Security Group** task to update domain security policies. + + :::image type="content" alt-text="Screenshot of the Maintain Permissions window with a Source Security Group added." source="../media/learning/wd-s1-4-security-group-permissions.png" lightbox="../media/learning/wd-s1-4-security-group-permissions.png"::: + +7. In Domain Security Policy Permission, add **Get Only** access to the following domain security policies. + + | Domain security policy | Description | + |-----| ----- | + | Reports: Learning Record | This domain provides access to reports that display data related to the learning record. This permission is required for accessing RaaS report for Assignment and completion sync. | + | Manage: Learning Content | This domain provides access to certain administrative tasks to manage learning content. This permission is required for accessing RaaS report for catalog sync. | + | Worker Data: Active and Terminated Workers | This domain provides access to reporting fields and data sources that include terminated workers. This domain policy is required for certain fields (Firstname, lastname, email address, ID) in User RaaS report. | + | Worker Data: Current staffing information | Provides information on workers' current information such as status, length of service, seniority. Includes web services. This domain policy is required for certain fields (Worker is Terminated) in User RaaS report. | + | Workday Accounts | This domain provides access to the management of Workday Accounts. This domain policy is required for certain fields (username) in User RaaS report. | + + :::image type="content" alt-text="Screenshot of the maintain permissions for security group screen." source="../media/learning/workday-maintain-permissions-security-group.png" lightbox="../media/learning/workday-maintain-permissions-security-group.png"::: + +7. Run the **Activate Pending Security Policy Changes** task. + +8. **Advance security**: These are **optional** steps for advance security access on ISU. + + 1. **Optional**: **Set up course-segmented security on Workday portal**: + You can configure which learning content displays in Viva Learning by restricting the integration system user's access by using segmented security. You can segment security based on security categories or topics. + + 1. Access the **Create Learning Security Category** task or the **Create Learning Topic** task. Create security segments or topics to restrict access and add these to your learning content. You need the Learning Segment Setup domain in the System functional area. + + Select the Inactive checkbox if you want to disable permissions for members of the security group. You can't inactivate the security group when you: + + - Grant the security group permission to the Security Configuration domain. + - Include the security group as a member of another security group. + - Specify the security group as an administrator for another security group. + + 1. From the **Security Groups** prompt, select security groups to identify who has permission to access the securable content. + + 1. From the **Access to Segments** prompt, select security segments that you want members of the specified security groups to be able to access. Workday-owned security groups include: + + - Job Application - Contingent Worker + - Job Application – Employee + - Job Application – External + + 1. You can't combine different types of security segments in a segment-based security group. + + **Example scenario:** You want a Benefits Administrator to be able to manage only benefits-related documents. You don't want them to be able to manage payroll-related documents. Workday secures access to manage all worker documents to the Worker Data: Add Worker Documents and Worker Data: Edit and Delete Worker Documents domains. + + You can create **Document Categories** - Benefits segment to identify benefits-related documents. You can then use the security segment to create a segment-based security group so Benefits Administrators can access only the benefits-related documents. + + 1. Next steps: Users with access to a domain through both a segment-based and a non-segment-based security group have permission to access all segments. Make sure you associate non-segment-based security groups with users who have permission to access all segments by: + + - Reviewing all security groups on the policy before adding segment-based security groups. + - Reviewing the included security groups in an aggregation security group. + + 1. To provide security permissions: + + - Add the security group to security policies. + - Activate pending security policy changes. + - Activate the security group when you want to enable the permissions on an inactive security group. + + + 2. **Optional:** Edit domain security policies on Workday portal. You can configure which security groups have permission to access the secured items in a domain. You need the Security Configuration domain in the System functional area. + + 1. Access the **Domain Security Policies for Functional Area** report. + 2. Select a security policy. + 3. Select **Edit Permissions**. + 4. Select the **View** or **Modify** checkbox to grant the security groups access to the report or task securable items. + 5. Select the **Get** or **Put** checkbox to grant the security groups access to integration and report or task securable actions. + + 3. Activate pending security policy changes on Workday portal. + + Create an active timestamp using the **Activate Pending Security Policy Changes** task. Security policy changes made since the previous active timestamp take effect immediately. The active timestamp now reflects the current time, regardless of pending changes. You can run these reports to view a detailed list of the security policy changes you’re activating: Domain security policies with pending changes, Business process security policies with pending changes. + + 1. Access the **Activate Pending Security Policy Changes** task. + 1. Describe your changes in the **Comment** field. + 1. Check the **Confirm** checkbox to activate your changes. + 1. You can use the **View All Security Timestamps** report to roll back to a previous timestamp. + diff --git a/Viva/learning/workday-create-raas-report.md b/Viva/learning/workday-create-raas-report.md new file mode 100644 index 000000000..1ab63b094 --- /dev/null +++ b/Viva/learning/workday-create-raas-report.md @@ -0,0 +1,427 @@ +--- +title: Create RaaS reports for Workday +ms.author: bhaswatic +author: bhaswatic +manager: elizapo +ms.reviewer: chrisarnoldmsft +ms.date: 11/27/2024 +audience: admin +ms.topic: article +ms.service: viva-learning +search.appverid: MET150 +ms.collection: + - enabler-strategic + - m365initiative-viva-learning + - highpri + - Tier1 +ms.localizationpriority: medium +description: Learn how to create RaaS reports for catalog, user, assignment, and completion data in Workday for Viva Learning. +--- + +# Create RaaS reports on the Workday portal + +This article consists of steps required for enabling catalog, user, assignment, and completion data sync in Workday and Viva Learning integration. +Admins are required to create a custom RaaS report on the Workday portal. Once you have created integration system user of Workday portal and have provided all security access, follow these steps to create the required RaaS reports. + + +> [!NOTE] +> All RaaS reports (catalog, user data, LRS) should be created from same user account or a single user should be given report ownership at Workday portal. This username should be inserted under Reporting URL attribute in Viva Learning Manage Provider. Review this example: `https://wd2-impl-services1.workday.com/ccx/service/customreport2/microsoft_dpt6/username/Viva_Learning_Catalog_Report.` + +> [!NOTE] +> Admins need to create a custom report manually. This is a one time process. We are only supporting the report structure mentioned in this support article, any other changes in reports are not recommended. + +1. Ensure that the **Workday to AAD user sync** is in place for your tenant. +2. Enable inbound user provisioning with Workday to ensure that all users in Workday are synced to Azure Active Directory (AAD). +3. If you're already a Microsoft 365 customer, Workday to AAD user sync should be in place for your tenant. + +Check with your organization admins for details around same. Otherwise, you can refer to the steps mentioned here to enable the provisioning. [Tutorial: Configure Workday for automatic user provisioning with on-premises Active Directory](/entra/identity/saas-apps/workday-inbound-tutorial) + +> [!IMPORTANT] +> Verify that XML alias for the report field names, filter names, and prompt names match precisely with the support documentation after creating the report. + +## Create RaaS report on the Workday portal for catalog sync + +This report should be created from the primary Admin account of Workday to avoid any privacy and security related concerns. Currently we're syncing historic and present assignments. + +1. Sign in to the **Workday Portal**. + 1. Sign in to Workday Portal. + 1. Search for the task "Create Custom Report." + +2. Configure the report parameters. + 1. Title the Report Name as `Viva Learning Catalog Report`. The report name must exactly match this string. + 1. Set the Report Type as "Advanced." + 1. Mark checkbox "Enable as Web service." + 1. Mark checkbox “Optimized for performance.” + 1. In the "Data Source" field, go to "All" and select "Learning content." Select **OK**. + +3. Add report fields. + 1. Once you select **OK**, Data Source has "Learning Content" as a value. Remove any existing value in the Data Source Filter field and add "Manageable Learning Content". + 1. Add the fields in "Columns" as outlined in the following schema. You see three objects for field "rating"; select the one with a hash (#) icon next to it. + + | Business object| Field | Column heading override| Column heading override XML alias| + | --- | ---- | ---- | --- | + | Learning content | Workday ID | LearningObjectId | LearningObjectId| + | Learning Content | Title | Title | Title | + | Learning Content | Description | Description | Description | + | Learning Content | Link to Learning content | DeepLinkUrl | DeepLinkUrl | + | Learning Content | Duration in Minutes | Duration | Duration | + | Learning Content | Inactive Status | Inactive | Inactive | + | Learning Content | Learning Content Type | ContentType | ContentType | + | Learning Content | Content Provider | ContentProvider | ContentProvider | + | Learning Content | Exclude from Search and Browse | IsNonSearchable | IsNonSearchable | + | Learning Content | Rating | Rating | Rating | + | Learning Content | Skill Level | DifficultyLevel | DifficultyLevel | + | Learning Content | Topic | Topics | Topics | + | Learning Content | Skills | Skills | Skills | + | Learning Content | Third Party Content Thumbnail Image URL | ExternalImageURL | ExternalImageURL | + | Language | User Language Code | Locale | Locale | + | Learning Content | Last Updated | LastUpdated | LastUpdated | + + + :::image type="content" alt-text="Screenshot of Edit Custom Report" source="../media/learning/wd-s2.2-3.png" lightbox="/Viva/media/learning/wd-s2.2-3.png"::: + +4. Under "Group Column Headings", add the below fields: + + | Business Object | Group column heading | Group column heading XML Alias | + | --- | --- | --- | + | Languages | Languages | Languages | + | Learning content | learningContent_group | learningContent_group| + +5. Add filters to the report under "Filter section" + + | And/Or | `(` | Field | Operator | Comparison type | Comparison value | `)` | Indexed | + | --- | --- |-- |---- | --- | ---- | ---|-----| + | And | | Learning Content Type | exact match with the selection list | Prompt the user for the value | Prompt #1 || Yes | + | And | | Last Updated | greater than or equal to | Prompt the user for the value | Prompt #2 | | Yes | + | And | | Last Updated | less than or equal to | Prompt the user for the value | Prompt #3 | | Yes | + + + :::image type="content" alt-text="Screenshot of the formatted fields for filter values." source="../media/learning/workday-filters-for-catalog-raas.png" lightbox="../media/learning/workday-filters-for-catalog-raas.png"::: + +6. **Add the Prompts:** Go to **Prompts**. Mark "Display Prompt Values in Subtitles" and add following prompt values. You can directly copy and paste these values. + + | Field | Prompt qualifier | Label for prompt | Label for prompt XML alias | Default type | Default value | Required | + | - | - | - | - | - | - | -| + | Learning Content Type | Prompt #1 | contentType | contentType | No default value | | Yes | + | Last updated | Prompt #2 | Start_Date | Start_Date | No default value | | Yes | + | Last updated | Prompt #3 | End_Date | End_Date | No default value | | Yes | + + + :::image type="content" alt-text="Screenshot of the formatted fields for prompt values." source="../media/learning/workday-prompts-for-catalog-raas.png" lightbox="../media/learning/workday-prompts-for-catalog-raas.png"::: + +7. Go to **Advanced** and select the field **Optimized for Performance**. + + > [!NOTE] + > After isEffective date changes, it is not possible to turn on optimized for performance. Considering the data volumns in hand, we can advise customers to uncheck this field. + +8. Share the report with Integrated System User (ISU), which you created while enabling catalog sync. Go to the **Share** section in report, select the option "share with specific authorized groups and users" and add ISU name in the **Authorized users** field. + + :::image type="content" alt-text="Screenshot of the Edit Custom Report window for the Catalog Report" source="../media/learning/wd-s2.2-8.png" lightbox="/viva/media/learning/wd-s2.2-8.png"::: + +9. Save the report. Select **OK**. + + :::image type="content" alt-text="Screenshot of the final report" source="../media/learning/wd-s2.2-9.png" lightbox="/viva/media/learning/wd-s2.2-9.png"::: + + 1. Generate report URL. This URL is required as an input parameter on Viva Learning Admin tab. The same user who created the report should generate the URL. + + 1. Select the report > **Web Service** > **View URLs**. + + :::image type="content" alt-text="Screenshot of the view urls section of a custom report." source="/viva/media/learning/wd-s2.2-10.png" lightbox="/viva/media/learning/wd-s2.2-10.png" ::: + + 1. In next window, select any contentType and any date range and select **OK**. + + :::image type="content" alt-text="Screenshot of the View URLS Web Service window with the option to edit content types and dates" source="../media/learning/wd-s2.2-11.png" lightbox="/viva/media/learning/wd-s2.2-11.png"::: + + 1. Select **JSON**, this opens a new window. + + :::image type="content" alt-text="Screenshot of the new window that opens when you select JSON." source="../media/learning/wd-s2.2-12.png" lightbox="../media/learning/wd-s2.2-12.png"::: + + 1. In the next window, provide the Workday credentials and sign in. It downloads the JSON. + + 1. Copy the URL from browser and append it post Viva_Learning_Catalog_Report. That is, the report name + + 1. for example, for Microsoft test tenant the URL is: `https://wd2-impl-services1.workday.com/ccx/service/customreport2/microsoft_dpt6/svasireddy/Viva_Learning_Catalog_Report?Start_Date=2023-03-01-08:00&End_Date=2023-05-14-07:00&contentType!WID=9882927d138b100019b928e75843018d&format=json` + 1. After appending, the final URL for test tenant: `https://wd2-impl-services1.workday.com/ccx/service/customreport2/microsoft_dpt6/svasireddy/Viva_Learning_Catalog_Report` + 1. Save the final URL, this is used as an input config parameter on Admin portal while enabling the configuration. + + 1. Once configuration is complete on the Admin portal, within the next 24 hours delta sync calls the report API, and accordingly data reflect in Viva Learning. Refer to this document for details on enabling integration on Admin portal. + + + +## Create RaaS report on Workday portal for user data sync + + Create this report from the primary Workday admin account to avoid any privacy and security related concerns. Currently we're syncing historic and present assignments. + +1. **Sign in to the Workday Portal**. + 1. **Sign in** + 1. Search for the task "Create Custom Report" + +1. Configure the report parameters + 1. Name the report "Viva Learning Users Report". The report name must match this string. + 1. Indicate report type as "Advanced." + 1. Check "Enable as Web service" + 1. Check "Optimized for performance" + 1. In the "Data source," go to "All" and select "Workers for HCM reporting." Select **OK**. + +1. Add report **Fields**. + +1. Add the fields in "Columns." + + | Business object | Field | Column heading override | Column heading override XML alias | + | - | - | - | - | + | Worker | Workday ID | UserId | UserId | + |Worker | Preferred Name – First Name | FirstName | FirstName | + |Worker | Preferred Name – Last Name | LastName | LastName | + | Worker | User Name | UserName | UserName | + | Worker | Worker is Terminated | Terminated | Terminated | + |Worker | Public Primary Work Email Address | Email_Address | Email_Address | + | Worker | Employee ID | Employee_ID | Employee_ID | + + :::image type="content" alt-text="Screenshot of the table in the View Custom Report for the Viva Learning Users report." source="../media/learning/wd-s2.3-raas1.png" lightbox="/viva/media/learning/wd-s2.3-raas1.png"::: + + 1. **Add filters to the report** + + 1. Add following values in "Filter on Instances". Follow the steps mentioned below for adding calculated field. + + | And/Or | Field | Operator | Comparison type | Comparison value | + | - | - | - | - | - | + | And | Hire Date | greater than or equal to | Prompt the user for the value | Starting Prompt | + |And | Hire Date | less than or equal to | Prompt the user for the value | Ending Prompt | + + 1. Add the Prompts: Go to Prompts. Mark "Display Prompt Values in Subtitles" and add following prompt values. You can directly copy paste these values. + + | Field | Prompt qualifier | Label for prompt | Label for prompt XML alias | Default type | Default value | Required | Don't prompt at run time| + | - | - | - | - | -| - | - | - | + | Contingent Worker type | Contingent_Worker_Type | No default value | | | Yes | + | Employee Type | Employee_Type | No default value | | | Yes | + | Worker Types | Worker_Types | No default value | | | Yes | + | Include Terminated workers | Include_Terminated_Workers | Specify default value | Yes | | Yes | + | Hire Date | Starting Prompt | Start_Date | Start_Date | No default value | | Yes | + | Hire Date | Ending Prompt | End_Date | End_Date | No default value | | Yes | | + + 1. Go to **Advanced** and select the field `Optimized for Performance.` + + 1. Share the report with Integrated System User (ISU) and respective security group that you created while enabling content sync. Go to the **Share** section in report, select the option "share with specific authorized groups and users" and add group name and user name in Authorized Groups and **Authorized users** field. + + 1. Save the report. Select **OK**. + + 1. Once configuration is complete on Admin portal, within the next 24 hours delta sync calls the report API, and accordingly data reflect in Viva Learning. Refer to this document for details on enabling integration on Admin portal. + + +## Create RaaS report on Workday portal for assignment by organization and their completion status + +This report should be created from the primary Workday admin account to avoid any privacy and security related concerns. Currently we're syncing historic and present assignments. Here, learner record sync is abbreviated as **LRS**. + + +1. **Sign in to the Workday Portal** + 1. **Sign in**. + 2. Search for the tasks "Create Custom Report." + +2. Configure the report parameters + 1. Name the report "Viva Learning LRS Assignments Report". The report name must match this string. + 2. Set Report Type as "Advanced." + 3. Mark checkbox "Enable as Web service." + 4. In the "Data Source" field, go to "All" and select "Learning Assignments Records”. Select **OK**. + +3. Add report fields. + 1. Once you select **OK**, the "Data Source" automatically sets the value as "Learning Assignment Records." For the "Data Source Filter" field, remove any existing value and add "Assignment Records for ~Person~from Learning Organization". You can copy this value and paste in the field directly. + 1. Add the fields in "Columns" as outlined below. You see two objects for “Learning Assignment," select the one with a blue icon next to it. + + |Business object | Field | Column heading override | Column heading override XML alias| + | - | - | - | - | + | Learning Assignment | Workday ID | AssigmentId | AssigmentId + Worker | Workday ID | LearnerId | LearnerId| + | Learning Content | Workday ID | LearningObjectId | LearningObjectId| + | Learning Assignment | Due Date | DueDate | DueDate| + |Learning Assignment | Assignment Status | CompletionStatus | CompletionStatus| + | Learning Assignment | Assigned Date | AssigmentDate | AssigmentDate| + |Assigned By | Workday ID | AssignerId | AssignerId | + |Learning Assignment | Assignment Record Completion Moment | CompletionDate | CompletionDate | + | Learning Assignment | Required | AssignmentType | AssignmentType | + + > [!NOTE] + > The `In progress` status from Workday doesn't sync to Viva Learning. + +4. Under "Group Column Headings", add the following fields. + + | Business object | Group column heading XML alias | + | - | - | + | Assigned By | Assigned_By_group | + | Learning Assignment | Learning_Assignment_group | + | Learning Content | Learning_Content_group | + | Worker | Worker_group | + +5. Under Prompt mark "Display Prompt Values in Subtitles" and, add following the prompt values. You can directly copy and paste these values. In the 'Default Value' field for "learning Organization for Learning Assignment," provide the default value of the top organization (root organization) for which you need the report that is being pivoted. + + | Field | Label for Prompt XML Alias | Default Type | Default value | Required | Don't Prompt at Runtime | + | - | - | - | - | - | - | + | Learning Organizations for Learning Assignment | Learning_Organizations_for_Learning_Assignment | No default Value | | Yes | | + | Include Subordinate Organizations | Include_Subordinate_Organizations | Specify default value | Yes | Yes | Yes | + +6. Add date filters to the report for delta sync. + + 1. Go to "Filters". Select “+”, In “And/Or” select And. in "Field" select "create calculated field for report". + 1. In next screen, write "Field name" as ModifiedDate and select "Function" as Build Date. Select **OK**. + 1. In next screen, add following values under Date Fields and select **OK**. + + | Field | Value | + | - | - | + | Extract Year from Date Field | Last Functionally Updated | + | Extract Month from Date Field | Last Functionally Updated | + | Extract Day from Date Field | Last Functionally Updated | + + 1. Add following values in remaining fields of the start filter: + + | Field | Value | + | - | - | + |Field | Modified Date| + | Operator | Greater than or equal to | + | Comparison Type | Prompt the user for the value and ignore the filter condition if the value is blank | + | Comparison Value | Starting Prompt | + + 1. Add another filter and with following values and select “OK”. + + | Field | Value | + | - | - | + |Field | ModifiedDate| + | Operator | Less than or equal to | + |Comparison Type | Prompt the user for the value and ignore the filter condition if the value is blank | + | Comparison Value | Ending Prompt | + + :::image type="content" alt-text="Screenshot of the filter on instances for the self-enrollment completion fields." source="../media/learning/workday-assignment-raas-10.png" lightbox="../media/learning/workday-assignment-raas-10.png"::: + + **Modify the prompts** + + 1. Go to **Prompts**. + + 1. Select **Populate Undefined Prompt Defaults**. This selection adds the start and ending prompt for Modified date, which is defined in the previous step. + + :::image type="content" alt-text="Screenshot of the self-enrollment completion prompts" source="../media/learning/workday-assignment-raas-11.png" lightbox="../media/learning/workday-assignment-raas-11.png"::: + + 1. Add following values in the new prompts and select **OK**. + + - For Starting Prompt, add value `Start_Date` in fields **Label for Prompt** and **Label for Prompt XML Alias** + - For Ending Prompt, add value `End_Date` in fields **Label for Prompt** and **Label for Prompt XML Alias** + + 1. Go to **Advanced**. Uncheck the field **Optimized for Performance** + + 1. Save the report. Select **OK.** + + 1. Share the report with Integrated System User (ISU) and the respective security group, which you created while enabling content sync. + + 1. Within the next 24 hours LRS sync calls the report API and accordingly data reflect in Viva Learning, provided Admin has enabled LRS on Admin portal. Refer to this document for configuration steps on Admin portal. + +> [!NOTE] +> The assignments with the completion status of "manually waived" aren't displayed in the Viva Learning user experience. + + + +## Create RaaS report on the Workday portal for completion status of self-enrollment + +This report should be created from the primary Workday admin account to avoid any privacy and security related concerns. Currently we're syncing historic and present assignments. + +1. **Sign in to the Workday Portal**. + + 1. **Sign in**. + 2. Search for "Create Custom Report." + +1. Configure the report parameters + + 1. Name the report "Viva Learning Self Enrollment Report". The report name must match this string. + 2. Set Report Type as "Advanced." + 3. Mark checkbox "Enable as Web service." + 4. In the "Data Source" field, go to "All" and select "Learning Enrollments”. Select **OK**. + +1. Add report fields. + + 1. Once you select **OK**, the "Data Source" automatically sets the value as "Learning Enrollments." Leave the "Data Source filter" field blank. + + 1. Add the fields in "Columns" as per below schema. You see two objects for “learning Enrollment, select the one with a blue icon next to it. + + | Business object | Field | Column heading override | Column heading override XML alias | + | - | - | - | - | + |Learning Enrollment | Workday ID | EnrollmentId | EnrollmentId | + | Learning Enrollment Participant | Workday ID | LearnerId | LearnerId | + | Learning Content Detail | Workday ID | LearningObjectId | LearningObjectId | + | Learning Enrollment | Completion Status | CompletionStatus | CompletionStatus | + | Learning Enrollment | Completion Date | CompletionDate | CompletionDate | + + :::image type="content" alt-text="Screenshot of the Workday self enrollment report" source="../media/learning/workday-self-enrollment-report.png" lightbox="../media/learning/workday-self-enrollment-report.png"::: + + 1. Under "Group Column Headings", add these fields: + + | Business object | Group column heading XML alias | + | -- | -- | + | Learning Content Detail | Learning_Content_Detail_group | + | Learning Enrollment | Learning_Enrollment_group | + | Learning Enrollment Participant | Learning_Enrollment_Participant_group | + + 1. Add filters to the report for delta sync. + + 1. Go to "Filters". Select “+”, In “And/Or” select And. in "Field" select "create calculated field for report". + 1. In next screen, write "Field name" as ModifiedDate and select "Function" as Build Date. Select **OK**. + 1. In next screen, add following values under Date Fields and select **OK**. + + | Field | Value | + | - | - | + | Extract Year from Date Field | Last Functionally Updated | + | Extract Month from Date Field | Last Functionally Updated | + | Extract Day from Date Field | Last Functionally Updated | + + 1. Add following values in remaining fields of the start filter: + + |Field | Value| + | - | - | + | Field | ModifiedDate | + | Operator | Greater than or equal to | + | Comparison Type | Prompt the user for the value and ignore the filter condition if the value is blank | + | Comparison Value | Starting Prompt | + + 1. Add another filter and with following values and select **OK**. + + |Field | Value| + | - | - | + | Field | ModifiedDate | + | Operator | Less than or equal to | + | Comparison Type | Prompt the user for the value and ignore the filter condition if the value is blank | + | Comparison Value | Ending Prompt | + + 1. Go to filter and add 2 new "And" filters and input following values: + + | And/Or | ( | Field | Operator | Comparison type | Comparison value | ) | Indexed | + |---|---|---|---|---|---|---|---| + | And | | Modified Date | greater than or equal to | Prompt the user for the value | Starting Prompt | | | + | And | | Modified Date | less than or equal to | Prompt the user for the value | Ending Prompt | | | + | And | | Learning Assignment | Is empty | | | | | + | And | | Completion Status | In the selection list | Value specified in the filter | Completed | | Yes | + + + :::image type="content" alt-text="Screenshot of the self-enrollment completion filters in Workday" source="../media/learning/workday-self-enrollment-completion-filters.png" lightbox="../media/learning/workday-self-enrollment-completion-filters.png"::: + + +### Modify the prompts + +1. Go to **Prompts**. + + 1. Select **Populate Undefined Prompt Defaults**. This selection adds the start and ending prompt for the Modified date, which is defined in previous step. + + :::image type="content" alt-text="Screenshot of the Workday self enrollment completion prompts." source="../media/learning/workday-self-enrollment-completion-prompts.png" lightbox="../media/learning/workday-self-enrollment-completion-prompts.png"::: + + 2. Add following values in the new prompts and select “OK”. + + - For Starting Prompt, add value StartDate in fields Label for Prompt and Label for Prompt XML Alias + - For Ending Prompt, add value EndDate in fields Label for Prompt and Label for Prompt XML Alias + +1. Go to **Advanced.** Uncheck the field **Optimized for Performance**. + +1. Save the field. Select **OK**. + +1. Share the report with Integrated System User (ISU) and respective security group, which you created while enabling content sync. Go to the **Share** section in the report, select “Share with specific authorized groups and users” and add group name and user name in Authorized Groups and Authorized users field. + +1. Within the next 24 hours, the LRS sync calls the report API and accordingly reflects the data in Viva Learning. This depends on whether the admin has enabled LRS on Admin portal. Refer to this document for configuration steps on the Admin portal. + +> [!NOTE] +> Lessons aren't supported in self-enrollment completion status. + +> [!IMPORTANT] +> If the tenant refreshes, the report owner parameter in the RaaS report can automatically change to the default system user. This change in owner status also changes the API url for Viva Learning. For the connection to work, you can either reconfigure the Workday connector or transfer the report to the original owner. diff --git a/Viva/learning/workday-enable-sso.md b/Viva/learning/workday-enable-sso.md new file mode 100644 index 000000000..c1b2b6866 --- /dev/null +++ b/Viva/learning/workday-enable-sso.md @@ -0,0 +1,26 @@ +--- +title: Enable SSO on Workday +ms.author: bhaswatic +author: bhaswatic +manager: elizapo +ms.reviewer: chrisarnoldmsft +ms.date: 11/27/2024 +audience: admin +ms.topic: article +ms.service: viva-learning +search.appverid: MET150 +ms.collection: + - enabler-strategic + - m365initiative-viva-learning + - highpri + - Tier1 +ms.localizationpriority: medium +description: Learn how to enable single sign-on Workday login on Viva Learning to allow for seamless authentication. +--- +# Enable SSO on Workday + + +Viva Learning and Workday integration allows seamless authentication (SSO). On Teams Desktop and Web, users can directly consume a course on Workday portal without the need to sign in via Workday credentials. On Teams mobile, user need to enter the credentials for first time. + +Refer to the [SSO integration between Workday and Viva Learning](/entra/identity/saas-apps/workday-tutorial). + diff --git a/Viva/learning/workday-generate-connection-parameters.md b/Viva/learning/workday-generate-connection-parameters.md new file mode 100644 index 000000000..4fef7b563 --- /dev/null +++ b/Viva/learning/workday-generate-connection-parameters.md @@ -0,0 +1,111 @@ +--- +title: Generate connection parameters in Workday +ms.author: bhaswatic +author: bhaswatic +manager: elizapo +ms.reviewer: chrisarnoldmsft +ms.date: 11/27/2024 +audience: admin +ms.topic: article +ms.service: viva-learning +search.appverid: MET150 +ms.collection: + - enabler-strategic + - m365initiative-viva-learning + - highpri + - Tier1 +ms.localizationpriority: medium +description: Learn how to generate connection parameters on your Workday portal for the Viva Learning integration. +--- + +# Generate connection parameters in the Workday portal + +This article outlines how to generate connection parameters on your Workday portal for integration with Viva Learning. + +## Retrieve the Workday Web Service endpoint + +You can find the required Workday Web Service endpoint on the Workday Data Centers page on Community. + +1. Use the Workday [resource page](https://resourcecenter.workday.com) to identify which Workday Production Data Center your tenant is in. + +1. Now that you know your data center, fill in your information inside the {brackets} to get your URL. You need this URL for integration in your Microsoft 365 admin center. `https:// {**Production Data Center URL Prefix**}/ccx/service/{**Tenant name**}/Learning/v39.2` + +An example of a URL: `https://wd3.myworkday.com/ccx/service/yourorg/Learning/v39.2` + +## Enable OAuth for Workday, generate Client ID, client secret and refresh token + +To enhance the security and maintain the integration, we enabled OAuth for Workday. + +This process avoids dependency from ISU’s username and password and handles the scenario if ISU leaves the company. Refer to below steps to generate client ID and Client secret required for configuration on admin portal. +OAuth access is applied at client level, so it doesn't impact any other sign in flow of other clients linked to Workday. To know more about OAuth, you can refer to [Workday’s OAuth documentation.](https://resourcecenter.workday.com/en-us/signin.html?fromURI=https://signin.resourcecenter.workday.com/app/workdayciam_aembetadoc2_1/exkd1j067lBdQMGYl4x7/sso/saml) + +1. Enable OAuth for the tenant + + 1. Access the **Edit Tenant Setup - Security** task. + 2. Scroll down, in the **OAuth 2.0 Settings section**, select the **OAuth 2.0 Clients Enabled** check box. + + :::image type="content" alt-text="Screenshot of the OAuth 2.0 Clients Enabled checkbox selected." source="../media/learning/wd-s3-1.png" lightbox="../media/learning/wd-s3-1.png"::: + +1. Create the client for OAuth. + +1. Search for **Register API client for integrations** task. Enter client name as "VivaLearning" and set expiry of refresh token as "Never" and Scope (Functional Areas) as the following. To edit any existing OAuth settings, you can use the **view API client for integrations** action. + + - "Organizations and Roles” + - "Learning core" + - "Staffing" + - "System" + - "Tenant nonconfigurable" + + :::image type="content" alt-text="Screenshot of the Register API Client for Integrations" source="../media/learning/wd-s3-2.png"::: + +4. After creation of API client for integration, you'll get the ClientID and client Secret. Copy the client ID and client secret. This information is used on the admin portal. + +5. Generate refresh token + + 1. Search for the "View API client" task and go to "API clients for integration" tab. It shows all clients. Open the "VivaLearning" client created in previous step. + + 1. Select the ellipses (...), then **API client** and **Manage Refresh Token for Integration**. + + :::image type="content" alt-text="Screenshot of the View API Client with the option task to manage refresh tokens for integration" source="../media/learning/wd-s3-3.png" lightbox="../media/learning/wd-s3-3.png"::: + + 1. Select the ISU created initially during the Viva Learning setup. + + :::image type="content" alt-text="Screenshot of the Manage Refresh Tokens for Integration" source="../media/learning/wd-s3-4.png" lightbox="../media/learning/wd-s3-4.png"::: + + 1. Enable "Generate new refresh token" checkbox, select **OK**. + + 1. Copy the generated refresh token. + +## Get org ID + +You need to enter the org IDs for which you want to get assignment and completion records. If you want to pull the data for all employees, you can do so by adding all child org IDs for root ID in Workday. Follow below steps for same. + +To generate the org IDs for a single department, follow these steps. + +1. Go to your Workday portal. Search for the organization for which you want to sync the assignment and completion records. If you want to select the data for all employees, search for root org. + +2. Select the organization under category Organizations. + +1. Select the ellipses (...) and select **Integration IDs** and then **View IDs**. + + :::image type="content" alt-text="Screenshot of the View IDs options within the Organizations menu" source="../media/learning/wd-s3-6.png" lightbox="/viva/media/learning/wd-s3-6.png"::: + +1. Select the Workday ID mentioned previously. Save this ID for later to use as a configuration parameter. + + :::image type="content" alt-text="Screenshot of the Integrations ID section with the ID highlighted" source="../media/learning/wd-s3-7.png" lightbox="../media/learning/wd-s3-7.png"::: + +5. Run following report "Headcount Report" on Workday and select root org. It gives you a list of all departments under root org. + +6. Select ellipses (...) and select **Integration IDs** and then View IDs. + +7. Select the Workday ID previously mentioned. Save this ID for later to use as configuration parameter. + +8. In large tenant, generate org IDs for departments under root ID + +9. If your tenant has large employee base, instead of adding the root ID you can add the child of root in configuration form. + +10. Run the "Headcount Report" on Workday and select root org. It gives you a list of all departments under the root org. + +:::image type="content" alt-text="Screenshot of the Headcount Report" source="../media/learning/wd-s3-8.png"::: + + diff --git a/Viva/learning/workday-integration-faqs.md b/Viva/learning/workday-integration-faqs.md index a70f0b833..3ad76aa26 100644 --- a/Viva/learning/workday-integration-faqs.md +++ b/Viva/learning/workday-integration-faqs.md @@ -4,7 +4,7 @@ ms.author: bhaswatic author: bhaswatic manager: elizapo ms.reviewer: chrisarnoldmsft -ms.date: 04/30/2024 +ms.date: 12/09/2024 audience: admin ms.topic: article ms.service: viva-learning @@ -20,17 +20,18 @@ description: FAQs for how to configure and manage Workday for Microsoft Viva Lea # FAQs in Configuring Workday in Microsoft Viva Learning -This article outlines answers for frequently asked questions for the integration between Workday and Microsoft Viva Learning. +This article outlines answers for frequently asked questions about the integration between Workday and Microsoft Viva Learning. -**1. When will the content reflect in the Viva Learning app after configuration?** +## When will the content reflect in the Viva Learning app after configuration? -Our estimate 24 - 48 hours for a full sync. This is dependent on the catalog size. +We estimate 24 - 48 hours for a full sync, depending on the assignment size. -**2. When will assignments reflect in Viva Learning app after configuration?** +## When will assignments reflect in Viva Learning app after configuration? -Our estimate 24 - 48 hours for a full sync. This is dependent on the assignment size. +We estimate 24 - 48 hours for a full sync, depending on the assignment size. + +## What are the sync frequencies? -**3. What are the sync frequencies?** | Data Type | Sync frequency | |---|---| @@ -42,113 +43,112 @@ Our estimate 24 - 48 hours for a full sync. This is dependent on the assignment | Assignment completions | Delta sync runs every 12 hours, capture delta for last 12 hrs | | Self-enrolment completions | Delta sync runs every 12 hours, capture delta for last 12 hrs | -Note that these frequencies might vary for some customers in case of any custom implementation. +These frequencies might vary for some customers in any custom implementation. -**4. How can I trigger the manual full sync?** +## How can I trigger the manual full sync? Admins can trigger the manual sync from the Manage Providers within the Viva Learning Admin tab. Admins require Global Admin, Knowledge Admin, and Knowledge Manager permissions. The full trigger option is available for catalog sync. -**5. What if the admin user creating the refresh token leaves the organization?** +## What if the admin user creating the refresh token leaves the organization? -The Refresh token is tied to a Workday account, which is the Information System User and not any specific user. This refresh token is additionally available in the context of the Client which Admin creates in Workday. This client isn't tied to Admin user who created it, rather it's available to all the admins in the tenant. +The refresh token is tied to a Workday account, which is the *Information System User* and not any specific user. This refresh token is additionally available in the context of the client which an admin creates in Workday. This client isn't tied to the admin user who created it. It's available to all the admins in the tenant. -**6. Are there any other “grant type”, apart from “refresh_token"?** +## Is there any other “grant type" apart from `refresh_token`? -No, Workday only supports “refresh_token” grant type for System-to-System integrations. Types like “client_credentials” isn't supported. +No, Workday only supports the `refresh_token` grant type for system-to-system integrations. Types like `client_credentials` aren't supported. -**7. How is the refresh_token stored?** +## How is the refresh token stored? -The refresh token can be stored as an encrypted object. This is similar to password and user IDs. +The refresh token can be stored as an encrypted object, similarly to password and user IDs. -**8. What are the required permissions for the user creating the report and providing the permissions?** +## What are the required permissions for the user creating the report and providing the permissions? -This action requires the **Get Only** access to the **Reports: Learning Record** domain. For more information, see the steps mentioned for enabling LRS. +This action requires the **Get Only** access to the **Reports: Learning Record** domain. For more information, see the steps mentioned for enabling learner record sync (LRS). -**9. How do I execute the RaaS reports?** +## How do I execute the RaaS reports? Once a RaaS report is created, you can execute or run it from the Workday portal. +## How does Viva Learning generate access token for OAuth? -**10. How does Viva Learning generate access token for OAuth?** - -The refresh token is generated based on client ID, client secret and refreshes token. The admin needs to update all three fields in the MAC portal. The refresh token is a nonexpiring one analogous to the client secret or passwords that we stored for other providers. The refresh token’s infinite TTL shouldn’t be a concern. +The refresh token is generated based on client ID, client secret and refreshes token. The admin needs to update all three fields in the MAC portal. The refresh token is a nonexpiring one analogous to the client secret or passwords that we stored for other providers. The refresh token’s infinite time to live (TTL) shouldn’t be a concern. -**11. What happens if the sync fails?** +## What happens if the sync fails? If the sync fails, the admin can export the catalog logs for details around sync errors. -**12. How can I edit scopes in API client?** +## How can I edit scopes in API client? -Go to the “View API Client” task. You can select the client under “API Clients for Integration” and update the scope. +Go to the View API Client task. You can select the client under API Clients for Integration and update the scope. ![A screenshot of the Workday API client with the option to upgrade the scope.](/viva/media/learning/workday-FAQ-1.png) -**13. How can I filter the providers integrated into Workday in Catalog RaaS?** +## How can I filter the providers integrated into Workday in Catalog RaaS? This scenario isn't supported. -**14. How can I test if my report is working as expected?** +## How can I test if my report is working as expected? Go to **Report** and select **Run** or **Test** and then add desired time field values. If configured correctly, the report successfully runs. ![A screenshot of the action window with the option to run the report.](/viva/media/learning/workday-FAQ-4.png) -**15. How does Viva Learning store thumbnail images?** +## How does Viva Learning store thumbnail images? -Thumbnail images for providers integrated in Workday (for example, LinkedIn configured in Workday) are ingested using the RaaS report. Thumbnail image for Workday-hosted content is pulled through the APIs. The thumbnail image format supported by Workday is also supported by Viva Learning. +Thumbnail images for providers integrated in Workday (for example, LinkedIn configured in Workday) are ingested using the RaaS report. Thumbnail image for Workday-hosted content is pulled through the APIs. Viva Learning also supports the thumbnail image format supported by Workday. -**16. What if an API configuration isn't added in Viva Learning?** +## What if an API configuration isn't added in Viva Learning? -This is a required field for configuration. +API is a required field for configuration. -**17. What is the payload size which can be handled by RaaS reports?** +## What is the payload size limit in the RaaS reports? For a single report API call, a maximum of 3 million records (2GBs) is returned and the maximum execution time of single API call is 30 mins. You can make a maximum of 75,000 requests in a 24 hour period (15k requests per hour). Report execution timeout is 30 mins but can hit a session or http gateway timeout before that time. For more information, see the [Workday support article on RaaS](https://docs.workato.com/connectors/workday/workday_raas.html). -**18. What happens to the courses if `InNonSearchable` is `True` in Workday?** +## What happens to the courses if `InNonSearchable` is `True` in Workday? These courses aren't available for search in Viva Learning. -**19. What happens to the courses if `IsEffectiveDate` is set to the future?** +## What happens to the courses if `IsEffectiveDate` is set to the future? The course isn't ingested in Viva Learning. -**20. What special characters can be stored in content title and description?** +## What special characters can be stored in content title and description? Special characters can be added on Workday in the content title and description. Viva Learning doesn't support the different text formatting for descriptions that are available in Workday. -**21. What if the client ID, secrets and auth token are expired?** +## What if the client ID, secrets and auth token are expired? You need to regenerate it from the Workday portal and reconfigure Workday on Viva Learning with new parameters. -**22. Does Viva Learning supports learning journeys or paths from Workday?** +## Does Viva Learning supports learning journeys or paths from Workday? We don't support these scenarios. -**23. Are permissions from Workday supported in Viva Learning?** +## Are permissions from Workday supported in Viva Learning? We don't support these scenarios. -**24. Can you provide a list of the end points that Viva Learning is accessing?** +## Can you provide a list of the endpoints that Viva Learning is accessing? -To fetch RaaS reports, Viva Learning uses REST API. The URL for this report isn't fixed and depends on the user and Workday account name. The following [SOAP APIs](https://community.workday.com/sites/default/files/file-hosting/productionapi/Learning/v39.2/Learning.html) end points are used to fetch thumbnail images for Workday hosted content: +To fetch RaaS reports, Viva Learning uses REST API. The URL for this report isn't fixed and depends on the user and Workday account name. The following [SOAP APIs](https://community.workday.com/sites/default/files/file-hosting/productionapi/Learning/v39.2/Learning.html) endpoints are used to fetch thumbnail images for Workday hosted content: - [Get Learning Digital Courses](https://community.workday.com/sites/default/files/file-hosting/productionapi/Learning/v39.2/Get_Learning_Digital_Courses.html) - [Get Learning Blended Courses](https://community.workday.com/sites/default/files/file-hosting/productionapi/Learning/v39.2/Get_Learning_Blended_Courses.html) - [Get Learning Lesson](https://community.workday.com/sites/default/files/file-hosting/productionapi/Learning/v39.2/Get_Learning_Lessons.html) - [Get Learning Programs](https://community.workday.com/sites/default/files/file-hosting/productionapi/Learning/v39.2/Get_Learning_Programs.html) -**25. Which of the RaaS reports are indexed? Can reports handle large data volumes?** +## Which of the RaaS reports are indexed? Can reports handle large data volumes? |RaaS report | Indexed? | -|--| --| +|--|--| | Catalog RaaS | **Indexed** | | User RaaS | **Indexed** | | LRS RaaS | **Not indexed**. The org ID-based report filtering is in place to handle large data sets| | Self enrollment RaaS | **Not indexed**. Unlike the LRS RaaS, this report isn't filterable on org ID. | -**26. What are the guidelines in server migration?** +## What are the guidelines in server migration? -If the server migration is expected to change the WWS endpoint, RaaS URL, and deep links to courses, reach out to Viva Learning product team. \ No newline at end of file +If the server migration is expected to change the Workday Web Services (WWS) endpoint, RaaS URL, and deep links to courses, reach out to Viva Learning product team. \ No newline at end of file diff --git a/Viva/learning/workday-integration.md b/Viva/learning/workday-integration.md deleted file mode 100644 index d9e89310e..000000000 --- a/Viva/learning/workday-integration.md +++ /dev/null @@ -1,751 +0,0 @@ ---- -title: Configure Workday in Microsoft Viva Learning -ms.author: bhaswatic -author: bhaswatic -manager: elizapo -ms.reviewer: chrisarnoldmsft -ms.date: 09/09/2024 -audience: admin -ms.topic: article -ms.service: viva-learning -search.appverid: MET150 -ms.collection: - - enabler-strategic - - m365initiative-viva-learning - - highpri -ms.localizationpriority: medium -description: Learn how to configure and manage Workday for Microsoft Viva Learning. - ---- - -# Configure Workday in Microsoft Viva Learning - -This document outlines how to configure Workday as a content source in Microsoft Viva Learning. The integration is based on Workday RaaS APIs (Report as a Service). Any breach in API contract might change the user experience. -Integration supports catalog, assignment, and completions data from Workday. Catalog covers blended courses, digital courses, lessons, programs, and external providers integrated on Workday. - -> [!NOTE] -> Catalog, assignments, and completion data are retrieved using RaaS (REST APIs). Thumbnails for Workday hosted content is retrieved using SOAP APIs, while thumbnails for third party content configured on Workday are retrieved using the RaaS report. The Workday-hosted thumbnails are stored in Viva Learning as metadata. - -## Supported Workday scenarios - -| Scenario | Supported/Not supported | -|---|---| -| Catalog types | Viva Learning supports all catalog types from Workday. These types include: