SAP Jam Administrator Guide
Document Version: November 2015 Release – 2015-11-05
Content
1 Get started. . . .5
1.1 About SAP Jam. . . .5
1.2 SAP Jam security and compliance FAQ. . . .6
1.3 SAP Jam integrated with SuccessFactors Foundation. . . .7
1.4 SAP Jam administrators and the Admin console. . . .11
1.5 View your SAP Jam service General information. . . .15
1.6 Initial administrator tasks. . . .17
1.7 Single sign-on and deep linking. . . .17
2 Configuration. . . . 19
2.1 Configure SAP Jam Features. . . .19
Microsoft® Lync® integration. . . 25
2.2 Customize your Homepage. . . 27
2.3 Configure SAP Jam Branding and Support options. . . .27
2.4 Configure Content Administration options. . . .33
2.5 Configure Email Templates options. . . .38
2.6 Configure the Getting Started Wizard. . . .41
2.7 Configure a Custom Terms of Service. . . .44
2.8 Configure an Extranet Terms of Service. . . .45
2.9 Configure Kudos options. . . .46
2.10 Configure Security options. . . .49
2.11 Configure Compliance monitoring. . . .51
3 Administration. . . .57
3.1 Send Invites. . . 57
3.2 Users administration. . . .57
About SAP Jam user types permissions. . . .58
User privileges administration. . . .62
Create and manage member lists. . . .64
About notification emails. . . .67
3.3 Configure the SAP Jam Mobile app. . . .72
3.4 Custom Profile administration. . . 76
3.5 Group templates administration. . . .80
3.6 Create an auto group. . . .84
3.7 Hashtags administration. . . .90
3.8 Overview of extranet administration. . . 91
3.10 Company administrator Reports. . . .94
Activity Summary by Month or Week report details. . . .95
Company Settings Changes report details. . . 97
Company User Detail Report details. . . .97
Compliance report details. . . .98
Content Views Report by Week or Month details. . . .99
Contribution Report by Object by Week or Month report details. . . 100
Engagement Report details. . . 101
Expertise Report details. . . .101
Group Activity Report details. . . .102
Group Member Activity Report details. . . 103
Group Template Activity Report details. . . .104
Kudos Detail report details. . . .105
Mobile Activation Report details. . . .106
Terms of Service Compliance Report details. . . .107
Top Disk Usage per Group or per User report details. . . 107
User Contribution Activity Report details. . . .108
User Contribution by Week or Month report details. . . 109
User Page Views Report by Week or Month details. . . .110
4 Integrations. . . .112
4.1 Integrations overview. . . 112
4.2 Integrate business records. . . 116
Develop a new or custom business records integration. . . .122
Integrate SAP CRM. . . .122
Integrate SAP ECC (SD). . . .132
Integrate SAP Cloud for Customer. . . .145
Integrate SuccessFactors Learning. . . .146
Configure a business record filter. . . .153
Configure a business record sort order. . . .154
Configure access to business records in SAP Jam. . . 155
4.3 Access and Authorization overview. . . .156
Add a Trusted Certificate Authority. . . .156
Add an OAuth Client. . . 158
Add SAML Trusted IDPs. . . .161
Configure SAP Jam as a SAML Local Identity Provider. . . .163
4.4 Integrate document repositories. . . .165
Integrate SharePoint 2010 or 2013. . . 171
Federate SAP Jam search results into SharePoint searches. . . 174
Integrate Alfresco One 4.2. . . .179
Integrate SAP Extended ECM by OpenText. . . .182
Integrate SAP Mobile Documents. . . .190
Integrate Box. . . .195
Integrate Google Drive. . . .201
Troubleshoot CMIS Connections. . . .203
Access document repositories in SAP Jam groups. . . .203
Access Office 365 Online Sites in SAP Jam groups. . . 204
4.5 Add an OpenSocial Gadget. . . .205
4.6 Integrate SAP Jam with gamification vendors. . . .210
4.7 Add Extensions. . . 213
4.8 Use the Widget Builders. . . .215
Use the Feed Widget Builder. . . .215
Use the Recommendations Widget Builder. . . .220
Use the Share Widget Builder. . . .223
4.9 Use the SAP Jam API. . . .225
5 Get support. . . .226
1
Get started
1.1
About SAP Jam
SAP Jam is an enterprise social networking solution that allows you to bring your employees, partners, and customers together with the documents and application data necessary to enable effective, collaborative problem solving and decision making. These activities are organized in a structured form that provides intuitive access to content and discussions, while encouraging the pursuit of business-critical objectives, and while following established processes through SAP Jam "work patterns".
SAP Jam provides features such as the ability to create wikis and blogs, discussions on ideas, questions, and issues, and share images, videos, and documents—with document versioning—as well as providing tools to create and assign tasks, schedule meetings and calendar events, run polls, chat, and view and discuss data from external business-critical applications. These activities are organized within public or private groups that are internal to your organization or external to include customers and partners, and which can be based on templates designed to address specific issues, key business objectives, or services.
System Requirements
SAP Jam is a cloud-based offering that requires a connection to the Internet and a supported web browser. Working with SAP Jam requires the following:
● You must use one of the following supported web browsers:
○ Internet Explorer - versions 8 to 11 (IE 8 support will be dropped in Februrary, 2016) ○ FireFox - any version
○ Safari - versions 5, 6, or 7
○ Chrome - any version prior to v.42; v.42 and later are not supported ● You must have the following browser configurations set:
○ SAP Jam is a Web 2.0 application that uses caching heavily for static content. We recommend that you do not clear your organization's web proxy cache as this will significantly impact performance. The minimum recommended cache size is 250 MB. Newer web pages must be enabled.
○ HTTP 1.1 and JavaScript must be enabled.
○ Browser session cookies (non-persistent) must be enabled for authentication purposes. ○ The browser must allow pop-up windows from SAP Jam domains.
● The Adobe Flash plug-in is required. Currently, SAP Jam supports Adobe Flash Player 10.0 or higher. ● The Java Runtime Environment (JRE) 1.7 or higher is required for recording audio and video; JRE 1.7.0_6 or
higher is required to use the learning management system (LMS) offline player. ● Network bandwidth speeds of 300-400 Kbit/s are required.
Note
There are additional requirements for the learning management system package (LMS), for the virtual learning classroom, and for the SuccessFactors HCM suite. Please check with your SAP Jam representative to ensure your users' equipment meets these requirements if you purchase either of these packages.
SAP Jam editions
Depending on your edition of SAP Jam, different features are available. The document that describes all features available in SAP Jam, regardless of the edition in which the features are contained, can be found at:
http://www.sap.com/corporate-en/about/our-company/policies/cloud/service-specifications.html .
1.2
SAP Jam security and compliance FAQ
Can documents opened in SAP Jam be stored locally and then be accessed after a user's access has been revoked?
The behavior for this varies by platform:
● For SAP Jam mobile on Android, iOS, and Blackberry, there is no local caching. However, it is possible to download and open documents that a given user has access to on the device, and this data could potentially be stored in a non-encrypted way. For example, a user could open a PowerPoint document and save it to an iOS device via Apple Keynote to modify the document.
● For the SAP Jam web application, whether accessed from a mobile device or from a laptop or desktop standard web browser interface, document image previews are cached locally as images. Also, a document can be downloaded from the web application and saved to disk if the user has permission to do so.
It is possible to set a specific document, or set of documents, inside SAP Jam to be "Read Only", which disallows any download of the original source document, and only allows a user to view the image previews in the mobile and web applications.
It is also possible to set device restrictions on both the mobile and desktop devices to disallow caching of any type and to forbid downloads. This is achieved by leveraging the OEM OS provider's capabilities to restrict access to the local disk, and is dependent on the local OS. For example, device policies could be loaded on an iOS-based device to prevent local download of any content, or installation of unapproved applications such as Apple Keynote.
Can a person who has left the company still access SAP Jam or any SAP Jam resources from his or her personal device?
No, once access to SAP Jam is removed, the mobile or web application stops responding to the user's requests immediately.
Is it possible to identify which device has performed a specific action in SAP Jam by IP address or by International Mobile Station Equipment Identity (IMEI)?
Yes, but this information is currently restricted to SAP Customer Support administrators. Customers must open a service request to gain access to the detailed logs.
In case of a legal prosecution, can we retrieve the contents posted by the concerned user or group? If so, how and under what circumstances?
SAP Jam supports an in-product user interface for privileged company administrators to download all contents from within a given group as a single .zip file. This includes all conversations, forum posts, comments, document contents, etc., in a machine-readable format suitable for a legal hold.
Is there a connector or other access between SAP Jam and HP Autonomy Consolidated Archive (ACA)? We have not evaluated HP ACA to determine if it supports SAP Jam; however, there is an SAP Jam API that provides access to:
● Audit log information on all document uploads and downloads
● Usage reporting logs that provide information on how often a document has been used, if ever
● Usage reporting logs that provide information on when a document or set of documents was last updated ● The ability to download individual documents in their original format (PPT, Word, Excel)
● The ability to download all group content as .zip file ● The ability to delete any content inside SAP Jam
These capabilities could be leveraged in conjunction with archiving policies to fulfill company data retention policies. Please see the SAP Jam Developer Guide on the SAP Help Portal, http://help.sap.com/sapjam for documentation of the APIs.
Can the data deleted from the trash bin be reinstated by an experienced computer user?
SAP Jam has a built-in trash bin that helps to eliminate the possibility of inadvertently deleted content. Both users and company administrators can retrieve items from the trash bin if a recovery is warranted. In the event that a file or piece of content is permanently removed from the trash bin, it cannot be recovered by anyone, including very experienced computer users.
1.3
SAP Jam integrated with SuccessFactors Foundation
When SAP Jam instances are integrated with SuccessFactors Foundation, user access to SAP Jam is granted by the company administrator through SuccessFactors Foundation administration settings using role-based permissions (RBP). The default configuration for this integration provides all users configured with access through SuccessFactors Foundation with access to SAP Jam. However, a company administrator can override this default configuration and choose which roles, users, or groups of users get access to SAP Jam. Single sign-on (SSO) is also available with this integration.
Requesting SAP Jam integration with SuccessFactors Foundation
Typically SAP Professional Services configures your SAP Jam instance integrated with SuccessFactors
Foundation during provisioning, but if this is not done, you can request the integration by creating a support ticket in the Support Portal https://csauthfs.successfactors.com/adfs/ls/ with the following information:
● Request Summary: SAP Jam Integration Request [Customer Organization Name] ● Product: SAP Jam
● Category: Configuration Change Request
In the Request Details, make sure to include the following information: ● Table 1: SuccessFactors Foundation Instance information
Field Details
ENVIRONMENT Select your environment from the list of available environments below this table. COMPANY ID Company Id as it appears in Provisioning.
Note
ID is case-sensitive.
COMPANY NAME Company Name as it appears in Provisioning.
SAP JAM PRODUCT Basic (Included with SuccessFactors Foundation Only), Advanced (For SuccessFactors Foundation bundles only), Advanced Plus, Enterprise.
ADMIN ACCOUNT NAME First / Last name of the Admin account that will be used to sync the Employee data from SuccessFactors Foundation to SAP Jam. The account must have a minimum of full Em ployee Export permissions.
Note
If this user is deactivated in SuccessFactors Foundation, the sync will fail. We recom mend using a System Admin account, not a personal Admin account.
ADMIN ACCOUNT USER NAME
Please provide the Username for above Admin Account. This username is needed for the API calls between SAP Jam and SuccessFactors Foundation.
Note
If this user is deactivated in SuccessFactors Foundation, the sync will fail. We recom mend using a System Admin account, not a personal Admin account. User name is case sensitive.
TEST OR PROD INSTANCE Select if this is a test or production instance. For production instances, specify if this in stance is Live.
● The following is the list of data centers from which the SuccessFactors Platform and the SAP Jam environments are available:
Table 2: SuccessFactors Foundation and SAP Jam data centers
Old name
New name
Location SuccessFactors Platform (Production & Preview) SAP Jam (Prod. & Pre view) DC2 Amster dam1 /HC M Amster dam, NL, EU https:// performancemanager.successfactors.eu https://hcm2preview.sapsf.eu https:// jam2.sapjam.com DC4 Chan dler1 /HC M Chandler, AZ, US https:// performancemanager4.successfactors.com https://hcm4preview.sapsf.com https:// jam4.sapjam.com DC8 Ash burn1 /HC M Ashburn, VA, US https:// performancemanager8.successfactors.com https://hcm8preview.sapsf.com https:// jam8.sapjam.com DC10 Sydney1 / HCM Sydney, NSW, AUS https:// performancemanager10.successfactors.com https://hcm10preview.sapsf.com https:// jam10.sapjam.com DC12 Rot1 /HC M St. Leon-Rot, DE, EU https:// performancemanager5.successfactors.eu https://hcm12preview.sapsf.eu https:// jam12.sapjam.com DC15 Shang hai1 /HCM Shanghai, CN https://performancemanager15.sapsf.cn https:// jam15.sapsf.cn DC17 Toronto1 / HCM Toronto, ON, CA https://hcm17.sapsf.com https://hcm17preview.sapsf.com https:// jam17.sapjam.com DC18 Mos cow1 /HC M Moscow, RU https://hcm18.sapsf.com https://hcm18preview.sapsf.com https:// jam18.sapjam.com
Note: Services shown in cells with yellow backgrounds provide production environments only.
Automatic user provisioning
SAP Jam gets its user information from SuccessFactors Foundation via a data transfer. The following table explains how SAP Jam employee profile attributes get mapped from SuccessFactors Foundation.
Table 3: SuccessFactors Foundation to SAP Jam user attribute mappings
SAP Jam Collabora tion attribute
SF Foundation import attribute Comment
Status STATUS
Locale DEFAULT_LOCALE Real-time sync: The data sync of this field is done in near-real time, allowing immediate language switching in the UI.
SAP Jam Collabora tion attribute
SF Foundation import attribute Comment
Timezone TIMEZONE Real-time sync: The data sync of this field is done in near-real time.
Country COUNTRY Used by the Auto Group feature.
UserId USERID Auto-generated by SuccessFactors Foundation; for internal system use.
UserName USERNAME
Department DEPARTMENT Used by the Auto Group feature. Division DIVISION Used by the Auto Group feature. Jobcode JOBCODE Used by the Auto Group feature. Location LOCATION Used by the Auto Group feature.
Photo PHOTO
First Name FIRSTNAME Real-time sync: The data sync of this field is done in near-real time.
Last Name LASTNAME Real-time sync: The data sync of this field is done in near-real time.
Job Title TITLE Real-time sync: The data sync of this field is done in near-real time.
Start Date HIREDATE Used by the Auto Group feature.
Email EMAIL
Business Phone BIZ_PHONE
Manager MANAGER Used by the Auto Group feature.
Direct Report Auto-computed from all users with Manager = current USERID.
Supported Languages
Table 4: User type access to company features
Language SuccessFactors SAP Jam Collabora tion
Language SuccessFactors SAP Jam Collabora tion
English (US) Yes Yes Arabic Yes Yes
Bulgarian Yes Yes Chinese (Simplified) Yes Yes Chinese (Traditional) Yes Yes Croatian Yes Yes
Czech Yes Yes Danish Yes Yes
Dutch (Netherlands) Yes Yes English (UK) Yes Yes
Language SuccessFactors SAP Jam Collabora tion
Language SuccessFactors SAP Jam Collabora tion
French (France) Yes Yes German (Germany) Yes Yes
German (Swiss) Yes No Greek (Greece) Yes Yes
Hebrew Yes Yes Hindi Yes Yes
Hungarian Yes Yes Indonesian Yes Yes
Italian Yes Yes Japanese Yes Yes
Korean Yes Yes Malaysian Yes Yes
Norwegian (Bokmål) Yes Yes Polish Yes Yes
Portuguese (Brazil) Yes Yes Portuguese (Portugal) Yes Yes
Romanian Yes Yes Russian Yes Yes
Serbian (Serbia) Yes Yes Slovak Yes Yes
Slovenian Yes Yes Spanish (Mexico) Yes No
Spanish (Spain) Yes Yes Swedish Yes Yes
Thai Yes Yes Turkish Yes Yes
Ukrainian Yes Yes Vietnamese Yes Yes
Welsh Yes Yes
Note
Language selection is configured in SuccessFactors Foundation.
1.4 SAP Jam administrators and the Admin console
SAP Jam administration is performed in the Admin console by two types of administrators: support administrators and company administrators.
To access the Admin console
1. As an SAP Jam company administrator or support administrator, click the Cog icon at the top of any SAP Jam page.
Figure 1: The cog icon's context menu 2. Select Admin from the context menu.
If you don't have support administrator or company administrator privileges, this option will not appear in the context menu.
Group administrators
Group administrators have privileged capabilities to control the functionality of the SAP Jam Collaboration groups
that they have created, or that they have been granted the privileges to help administer. Those privileges to not extend to other groups, nor to the SAP Jam Collaboration Admin console. For documentation on administering groups, see the SAP Jam Collaboration Group Administration Guide.
Support administrators
Support administrators have access to a sub-set of the functionality available to company administrators. The role
was established to provide company administrators with some relief of their workload by giving support administrators access to many of the day-to-day duties of SAP Jam Collaboration administration. This also protects the stability of the SAP Jam Collaboration service by limiting access to features that can have great impact on the functionality of the SAP Jam Collaboration service to a smaller group of company administrators whose main duties are the configuration and maintenance of SAP Jam Collaboration.
Table 5: The support administrator menu and links to its documentation
Figure 3: The support administrator menu
Support Administrators have access to the following sections of the Admin console: ● Content Administration: Configure Content Administration options [page 33]. ● Users: Users administration [page 57].
● SAP Jam mobile app: Configure the SAP Jam Mobile app [page 72]. ● Custom Profile: Custom Profile administration [page 76].
● Group Templates: Group templates administration [page 80]. ● Auto Groups: Group templates administration [page 80]. ● Extranet Management: Extranet Management [page 92].
Company administrators
Company Administrators have access to the full range of capabilities within the Admin console. This gives them
the greatest power to change the look, feel, and functions of the SAP Jam service, but it also requires greater knowledge of the SAP Jam service, carries a greater responsibility, and therefore typically also requires a greater focus of their job duties on configuring and maintaining the SAP Jam service in a manner that suits the needs of their organization.
Company administrators have access to all sections of the Admin console:
Table 6: The company administrator menu and links to its documentation
Figure 4: Admin console sections
● General: View your SAP Jam service General information [page 15]. ● Features: Configure SAP Jam Features [page 19].
● Customize your Homepage: Customize your Homepage [page 27].
● Branding and Support: Configure SAP Jam Branding and Support options [page 27]. ● Content Administration: Configure Content Administration options [page 33]. ● Email Templates: Configure Email Templates options [page 38].
● Getting Started Wizard: Configure the Getting Started Wizard [page 41]. ● Custom Terms of Service: Configure a Custom Terms of Service [page 44]. ● Extranet Terms of Service: Configure an Extranet Terms of Service [page 45]. ● Kudos: Configure Kudos options [page 46].
● Security: Configure Security options [page 49].
● Compliance: Configure Compliance monitoring [page 51].
● Users (privileges management): User privileges administration [page 62]. ● Users (member lists management): Create and manage member lists [page 64].
Note
This section is also available in the SAP Jam Group Administration Guide, where it can be viewed in context with other related group administration concepts and proce dures. To view this content, see the SAP Jam Group Administration Guide. ● SAP Jam Mobile app: Configure the SAP Jam Mobile app [page 72]. ● Custom Profile: Custom Profile administration [page 76].
● Group Templates: Group templates administration [page 80].
Note
This section is also available in the SAP Jam Group Administration Guide, where it can be viewed in context with other related group administration concepts and proce dures. To view this content, see the SAP Jam Group Administration Guide. ● Auto Groups: Create an auto group [page 84].
Note
This section is also available in the SAP Jam Group Administration Guide, where it can be viewed in context with other related group administration concepts and proce dures. To view this content, see the SAP Jam Group Administration Guide. ● Hashtags: Hashtags administration [page 90].
● Extranet Management: Extranet Management [page 92]. ● Reports: Company administrator Reports [page 94].
● External Applications: This page covers two main types of application that can be integrated in SAP Jam: business records and document repositories, each of which is documented in separate sections:
○ Business Records: For information on integrating data from other business-critical applications—such as SAP CRM, SAP ECC (SD), SAP Cloud for Customer, and SuccessFactors Learning—into SAP Jam, see the
Integrate business records [page 116]. If you plan on developing a new or custom business records integration, see the External Applications section in the SAP Jam Developer Guide.
○ Document Repositories: For information on integrating document repositories—such as SharePoint 2010 or 2013, SAP Extended ECM by OpenText, Alfresco One 4.2, Office 365 SharePoint Online Sites, SAP Mobile Documents, and Box—into SAP Jam, see Integrate document repositories [page 165]. ● Widget Builders: Use the Widget Builders [page 215].
● OpenSearch Clients: Federate SAP Jam search results into SharePoint searches [page 174].
● OpenSocial Gadgets: Add an OpenSocial Gadget [page 205]. If you plan on developing your own OpenSocial gadget, see the OpenSocial Gadgets section in the SAP Jam Developer Guide.
● OAuth Clients: Add an OAuth Client [page 158].
● SAML Trusted IDPs: Add SAML Trusted IDPs [page 161].
● SAML Local Identity Provider: Configure SAP Jam as a SAML Local Identity Provider [page 163]. ● Gamification: Integrate SAP Jam with gamification vendors [page 210].
The organization of the SAP Jam Administrator Guide
This guide provides a task-based approach to configuring and maintaining the SAP Jam service. This manual is organized into the following chapters:
1. The Get Started chapter, in which this section appears, provides an introduction to the SAP Jam system and its administration.
2. The Configuration chapter deals with operations that are largely one-time set-up tasks, although they can be modified whenever required.
3. The Administration chapter deals with the day-to-day tasks of running the SAP Jam service.
4. The Integrations chapter provides the instructions required for both integrating external applications into SAP Jam and integrating SAP Jam into external applications.
5. The Get Support chapter provides a link to the website where you can file SAP Jam Support requests.
1.5
View your SAP Jam service General information
The Admin General page shows some general information about your SAP Jam service.
To view your SAP Jam service General information
1. Access the Admin console [page 11] and select General from the left navigation sidebar. The Admin General page is displayed.
Figure 5: Admin > General information 2. The following information is shown:
○ Host: The domain name of the SAP Jam server group that your instance of SAP Jam is running on. The domain name is always in the form jam#.sapjam.com, where jam# is the word "jam" followed by a one or two-digit number that indicates the specific data center.
○ Revision: The particular revision of the SAP Jam software load that your instance of the SAP Jam service is running.
○ Product Version: The package of features and capabilities that are available in your instance of the SAP Jam service.
○ Product Instance name: This is the name set in the Branding page of the Admin console.
○ Integrated Company Name: [For integrated companies only] The name of your company as set in SuccessFactors Foundation.
○ Storage Usage: The horizontal bar indicator shows the percentage of the purchased storage space used, as well as numeric values for the total amount of cloud storage that your company has purchased, and the amount of that storage used in both percentage and gigabyte (GB) values.
Note
Notifications are sent to company administrators when storage used hits 80% and 100% of their allocation. If you receive an "80% usage" notification, you should either free up storage by deleting old content or contact your SAP Jam Support representative to purchase more storage space. If you receive a "100% usage" notification, your users will no longer be able to upload content, so acting to resolve the problem becomes vital. These notifications will occur daily, are not configurable, and cannot be turned off except by taking action to resolve the situation.
○ External User Licenses Purchased: The number of external user accounts that your SAP Jam service will support according to your contract.
○ External User Licenses Used: The number of external user accounts that your SAP Jam service is currently using.
1.6 Initial administrator tasks
Some of the key tasks that SAP Jam Administrators should perform in an initial setup are listed below, with links to the sections of this document that explain how to accomplish these tasks:
● Determine who can create groups: See the last option in the User Management section of Configure SAP Jam Features [page 19].
● Use auto groups: To create groups whose membership is set using member lists, see Chapter 3, “Member lists and auto groups”, in the SAP Jam Group Administration Guide.
● Apply your organization's branding to SAP Jam: To set up Jam with your organization's branding see
Configure SAP Jam Branding and Support options [page 27].
● Set up a support group using the Help and Support template: One of the most effective tools in on-boarding your users to SAP Jam is to create a Jam Support group based on the Help and Support Template. To do this, see Chapter 2, “Groups, group templates, and subgroups”, in the SAP Jam Group Administration Guide.
● Set up internal and external Terms of Service: See: ○ Configure a Custom Terms of Service [page 44]. ○ Configure an Extranet Terms of Service [page 45].
● Set up custom help: To set up custom help, you can specify a URL to the help location of either a group or another online source. To do this, see the last section, Help Settings, in Configure SAP Jam Branding and Support options [page 27].
● Set your SAP Jam support contact email address: in the View your SAP Jam service General information [page 15] page.
● Generate company-wide reports: For reports on user adoption of SAP Jam, and reports on users' behavior in SAP Jam, see Company administrator Reports [page 94]. Note that there are also reports available to Group Administrators: see section 5.6, “Run group reports”, in the SAP Jam Group Administration Guide.
● On-boarding Users: Encourage your users to fill out all the information requested in the Getting Started Wizard: filling out their profile, adding their expertise, and installing the SAP Jam mobile app on their mobile devices.
1.7
Single sign-on and deep linking
Deep linking occurs when a hypertext link points to a page on a web site other than its home page that involves some navigation into the structure of the web site. For SAP Jam, deep linking is dependent on the single sign-on (SSO) configuration, which is typically done by Professional Services upon implementation. This can be, for example, a standard SAML 2.0-based single log on. If SSO is configured correctly, most Jam URLs should take the user directly to the indicated SAP Jam page after a series of redirects from SAP Jam to the company IDP and back to SAP Jam. There are some notable special cases, which are outlined below.
SAP Jam handling of deep linking
In normal SAP Jam usage, a user logs in and SAP Jam sets a cookie in the user's browser that indicates which company the user belongs to. When a user clicks on a deep link such as https://jam#.sapjam.com/groups/ wall/0Hm4gyKS4qegqd2qkkl8Xf, SAP Jam looks for that cookie, but it might not be found if:
● The user is new to SAP Jam and hasn't logged in before
● The user's browser configuration is set to delete all cookies on shutdown
● The user has manually deleted the required cookie or all cookies from their browser
So, when a user clicks a deep link for a page within SAP Jam, it looks for the cookie that identifies which company a user belongs to. One of two things happen:
1. If SAP Jam finds the cookie, it will know which company the user belongs to and it will forward the user to their company-specific SSO page.
2. If SAP Jam cannot find the cookie, it will do one of two things:
1. SAP Jam will determine which company the content belongs to by analyzing the URL. There are two possible actions:
1. If the URL is to a private internal group, SAP Jam forwards the user to that company's SSO page. 2. If the URL is to an external group, a challenge is encountered because internal users (company
employees) and external users (guest members) are authenticated in different SSO log-in pages. To deal with this, SAP Jam presents a screen to the user, asking them if they are an employee of the company or if they are a guest:
1. If they answer that they are an employee, they are forwarded to the employees' SSO log on page. 2. If they answer that they are a guest, they are forwarded to the guests' SSO log on page.
2. If SAP Jam finds one of the very few URLs that it cannot determine what company the user belongs to, such as happens if the link is to a user's home page (which is always something like https://
jam4.sapjam.com/auth/status), then there needs to have been extra information added to the URL to allow deep linking to work properly even in such a situation. For example:
○ https://jam#.sapjam.com/example.com/auth/status ○ https://jam#.sapjam.com/auth/status?
companyId=innojam#&idp=sales.successfactors#.eu
Once the user successfully authenticates against the corporate SSO they are redirected to SAP Jam with the deep link. Note that SSO configuration is a SuccessFactors Foundation feature that is generally set up by Professional Services at the time of implementation.
2
Configuration
2.1
Configure SAP Jam Features
The Admin Features page allows you to enable or disable many SAP Jam features and options.
To configure your SAP Jam features
1. Access the Admin console [page 11] and select Features from the left navigation sidebar to set which SAP Jam features and options are available to your users.
The Admin Features page is displayed. 2. Set any of the following options:
Compliance options:
Figure 6: Compliance options
○ Enable Compliance Monitor: Select this option to monitor the content posted to SAP Jam and flag items that contain terms that are listed in the Compliance Dictionary. See Configure Compliance monitoring [page 51] for details on managing this feature. Enabling the alert does not scan content retroactively, only from the date the alert is enabled. Disabling the alert permits users to post content to SAP Jam without flagging Compliance Dictionary violations. If content has already been scanned prior to disabling, flagged items remain listed in the Compliance Pending Flagged Items table.
○ Enable Profanity Monitor: Select this option to monitor the content posted to SAP Jam and flag items that contain terms that are listed in the Profanity Dictionary. See Configure Compliance monitoring [page 51] for details on managing this feature. Enabling the alert does not scan content retroactively, only from the date the alert is enabled. Disabling the alert permits users to post profanities to SAP Jam without flagging Profanity Dictionary violations. If content has already been scanned prior to disabling, flagged items remain listed in the Compliance Pending Flagged Items table.
○ Enable Unscannable Filter: Select this option to scan the file names, titles, and descriptions of otherwise unscannable content (such as images, videos, and zip files) for occurrences of the terms in the
Compliance and Profanity dictionaries. This alert does not scan content retroactively. User Management options:
Figure 7: User Management options
○ Enable users to edit their profile information: [This feature is only available for companies that are not integrated with SuccessFactors Foundation [page 7].] Deselect this option to prevent users from making changes to their user profiles. Turning this option off is desirable if your organization imports user profile information from a source external to SAP Jam.
○ Skip the getting started wizard: [This feature is only available for companies that are not integrated with
SuccessFactors Foundation [page 7].] Toggles whether the getting started wizard is displayed to new users upon their initial log-on. The getting started wizard displays a minimum of two panes of
recommendations to new users who are logging on for the first time: one pane displays up to ten people that the new user might choose to follow, the other pane displays a list of groups they might choose to join. A possible two more panes can be displayed, as is set in the Configure the Getting Started Wizard [page 41] section.
○ Show Profile Photos: User profile photos will appear beside users' posts in forums and feeds, as well as several other locations. Deselect this option to turn off the display of user profile photos.
○ Allow Users to Upload a Custom Profile Photo: Deselect this option to prevent users from uploading their own user profile photos. Turning this option off is desirable if your organization imports user profile photos from a source external to SAP Jam. This option is automatically disabled if Show Profile Photos is deselected.
○ Show Profile Job Titles: If selected, job titles will be displayed in users' profiles for each user who has a job title. If deselected, job titles will not be displayed in users' profiles.
○ Enable all users to disable other users: [This feature is only available for companies that are not integrated with SuccessFactors Foundation [page 7].] Deselect this option to allow only company administrators to disable a user.
○ Enable new users to sign-up and join this <Product_Instance_name> network: [This feature is only available for companies that are not integrated with SuccessFactors Foundation [page 7].] If this option is selected, new users within your organization's network will be able to create an account on your SAP Jam service. Deselect this option to limit account creation to company administrators.
○ Enable all users to invite new users into this <Product_Instance_name> network: [This feature is only available for companies that are not integrated with SuccessFactors Foundation [page 7].] Select this option to allow all users to invite new users to join your organization's SAP Jam. Deselect this option to limit this ability to company administrators.
○ Require company admin approval for new users of this <Product_Instance_name> network: [This feature is only available for companies that are not integrated with SuccessFactors Foundation [page 7].] Select this option to limit the ability to invite new users to join your organization's SAP Jam instance to SAP Jam company administrators.
○ Enable users to create their own groups: Select this option to allow users to create their own groups. If deselected, only SAP Jam administrators can create groups.
○ Show profile pages for alumni: Select this option to allow users to continue to view the profile pages of people who have left your organization.
○ Clear profile info for alumni: Select this option to remove the personal information and image of users who have left your organization from SAP Jam. If this option is selected, alumni users' office location information is removed, but their manager and job title information is retained.
Feature Management options:
Figure 8: Feature Management options (part 1)
○ Enable API: Enable the API to allow SAP Jam to be integrated with the SAP Jam Mobile app, SharePoint, and SuccessFactors Learning.
○ Enable File Sharing: Enable this feature to allow users to upload files to SAP Jam.
○ Enable Feed Share: Enable this feature to add a Share button, to feed entries about their own actions, which allows users to share those updates with a specified group or with the entire company, as shown in the following image.
Figure 9: Enable Feed Share result
○ Enable Content Rating: Enable this feature to allow users to rate content that has been uploaded to SAP Jam.
○ Enable External Group Creation: Select this option to allow the creation of private groups that are intended for, and accessible to, users who are not located within your organization's network. ○ Enable Chat: In SAP Jam, users can create chat rooms and invite colleagues to join. From the Chat
Rooms tab, users can see a list of available chat rooms in your company and view a transcript for each room. Enable this feature to allow your users to create chat rooms.
Note
Chat rooms are public and available to everyone in your company.
○ Enable Company Directory: Enable this feature to allow users to see your company directory and look for other users.
○ Enable Alumni Directory: Enable this feature to allow users to see your alumni directory and look for former colleagues.
○ Wikis: Wiki pages let your users create and share content in SAP Jam. Wiki pages are an online content asset residing within a group or available across the company from a user's profile page. In a wiki page, your users can create differently formatted text, tables, pictures, or video content. In addition, your users can attach any type of file and dynamic widgets to a wiki page. Users can assign existing tags to a wiki page or create their own ones. Enable this feature to allow your users to create wiki pages in SAP Jam. ○ Enable Company Wiki as default login landing page for all company users: You can configure SAP Jam
so that all company users are automatically redirected to the company wiki as their default start page when they login.
Figure 10: Feature Management options (part 2)
○ Application Launcher: Enables users to open, edit, and save Microsoft Office documents in SAP Jam as if they were on their local file system when they click on the application launcher button for the file in the SAP Jam Content section. This allows them to edit the file without having to download and upload it. ○ Private Messages: Allows you to control the availability of private messaging between the users in your
organization.
○ Recommendation Tiles: Enable this feature to display recommendation tiles in the Feed Updates section of a Group.
○ Videos: SAP Jam lets users create videos using either screen capture or webcam. To allow your users to create and view videos in SAP Jam, this feature must be enabled.
Note
For SAP Jam to play a video, the Adobe Flash Player must be installed in your users browsers. Also, in order to record a video, Java Runtime Environment (JRE) 1.7.1 or higher is required. For more
information, see System Requirements [page 5].
○ Include Private Group Details: Select this feature to allow SAP Jam administrators to view private group names in reporting and Compliance features. Additionally, SAP Jam administrators will be able to run reports against a specific private group.
Figure 11: Feature Management options (part 3)
○ Enable integrations: Select this feature to allow users to sync in news feeds from other services such as Google Calendar, Twitter, and Tripit.
Note
In order to set up integrations, users need to have an account with each external service.
○ Show Recruitment Data (non-integrated)/Hire Date (integrated) in member profile: Select this feature to display hire date information in users' profile pages.
○ Send daily alert emails to all members: SAP Jam sends users content and updates via email. Select this feature to allow SAP Jam to send daily alert emails to all members.
○ Send active task reminder to all members: Select this feature to allow SAP Jam to send active tasks reminders to all members.
○ Allow User Level Reporting: Select this feature to allow SAP Jam users to view and run group reports. ○ Restrict access to Company Admins only: This option depends on the Allow User Level Reporting
option being selected. If you select this option, only company administrators will be able to run and view group reports.
○ Enable Gamification: Select this feature to allow integration with gamification vendors.
○ Enable Microsoft® Lync® integration: Select this option to enable use of Microsoft® Lync® when users click on Message at the bottom of any SAP Jam user pop-up (hover card).
○ Enable Employee Central Time Off integration Select this option to enable Employee Central Time Off bookings to be displayed in SAP Jam.
○ Enable away alerts by default for new time offs Select this option to allow Employee Central Time Off to display away alerts for users on time off when other users search for or enter a user's name who has set their Employee Central Time Off.
Note
The preceding two options require that you have performed the Employee Central Time Off integration as documented in the following documents, which are located in the SuccessFactors HCM Suite Integration section of the SAP Help Portal:
○ Time Off and Employee Central Payroll Integration Guide
○ Metadata Framework (MDF) Implementation Guide , Chapter 10 MDF Security Using Role-Based Permissions, sections 10.1 and 10.2. Note that you may need to modify rules for the EmployeeTime object (see "Adding Rules", section 3.3.4).
○ Hide contact information for extranet users: Select this feature to hide information on other extranet users when a user is logged in as an extranet user. This is a privacy option that hides contact information on extranet users from other extranet users.
○ Enable search appliance integration: Select this feature to allow integration with your company's search appliance. Select the search appliance authorization mechanism from the OAuth client for search
appliance integration drop-down menu. This menu is populated from the Admin > OAuth Clients [page 158] page.
Deprecated Features: Select any of the following deprecated features to enable them: ○ Company section
Figure 12: Deprecated Features
Note
Deprecated features still work and are fully supported, however SAP reserves the right to remove these deprecated features in any future release.
3. When you have the feature availability and feature behavior options set to your satisfaction, click Save changes.
Note
If you do not click Save changes, the options that you have selected will not be applied.
2.1.1 Microsoft® Lync® integration
Microsoft® Lync® can now be enabled on SAP Jam so that users can chat within Lync and check to see if other users are online.
Table 7: SAP Jam-Microsoft Lync integration enhancements
Enhancement Description
Viewable Lync online sta
tus ● When the company administrator has enabled the Lync integration, the user will be able to see the online status of a user when they place their cursor over the other user’s profile card in a feed item.
Figure 13: Profile card with Lync status
● When the user clicks on the Lync status on the profile card, the Lync application opens. Enable Lync integration ● A company administrator can now enable Lync for SAP Jam.
Before you work with the Lync integration in SAP Jam, please note the following Lync version and browser compatibility matrix. "Yes" denotes that the combination is supported based on major functionality testing."*" denotes that it is supported with exceptions: 1. The status update is not reflected in SAP Jam. 2. The status update is not reflected when you place cursor over the profile card.
Table 8: Browser support for Lync and Office versions
Lync and Of fice versions Internet Ex plorer 8 Internet Explorer 9 Internet Ex plorer 10 Internet Ex plorer 11 Mozilla Firefox 17 ESR Mozilla Firefox 24 Mozilla Firefox (current) Google Chrome Lync 2010 (32 bit) Office 2010 (32 bit)
Yes Yes Yes Yes
Lync 2010 (in stalled 64 bit but run as 32 bit) Office 2010 (64 bit) * Yes * * Lync 2013 (32 bit) Office 2013 (32 bit)
Yes Yes Yes Yes Yes Yes Yes
(Chrome v.42 and later is not sup ported) Lync 2013 (64 bit) Office 2013 (64 bit) Browsers (64 bit)
Yes Yes Yes Yes Yes
(Chrome v.42 and later is not sup ported) Lync 2013 (64 bit) Office 2013 (64 bit) Browsers (32 bit)
* Yes Yes Yes Yes Yes
(Chrome v.42 and later is not sup ported)
Note
For Lync 2010, please note the following system and browser pre-requisites for enabling integration with SAP Jam:
● Microsoft Office 2010 must be installed.
● Lync 2010 must be installed (separately from Microsoft Office). ● For Internet Explorer:
○ Add SAP Jam to Trusted Sites list.
○ Enable "NameCtrlClass" under Manage Add-ons.
Note
Table 9: Browser prerequisites for Lync 2013 integration with SAP Jam
Internet Explorer Mozilla Firefox Google Chrome
● Microsoft Office 2013 with instal led SharePoint plugin
● Microsoft Office 2013 with instal led SharePoint plugin
● Microsoft Office 2013 with installed SharePoint plugin
● Add SAP Jam to Trusted Sites list ● Enable the plugin prompt ● Enable plugins ● Enable "NameCtrlClass" under
Manage Add-ons
Note
The SAP Jam— Lync integration does not currently support cross-company federation.
2.2 Customize your Homepage
TBD
2.3 Configure SAP Jam Branding and Support options
There are many options available for customizing the look and feel of SAP Jam to match your company's branding.
1. Access the Admin console [page 11] and select Branding and Support from the left navigation sidebar to configure the stylistic and support options for your SAP Jam service.
The Admin Branding and Support page is displayed.
Figure 14: Main Branding and Support options
○ Name: The name of your company as it was set in SuccessFactors Platform Provisioning.
Note
This field is not editable. The string shown cannot be modified. The string does not appear anywhere in the SAP Jam user interface.
○ SuccessFactors Product name: [This feature is only available for companies that are integrated with
SuccessFactors Foundation [page 7].] The name given to the SuccessFactors Foundation product in various places in the user interface.
○ Enable SuccessFactors Theming: [This feature is only available for companies that are integrated with
SuccessFactors Foundation [page 7].] You must have the SuccessFactors Foundation user interface, version 12 or higher, installed for this option to appear and be selectable. Enables UI themes set in SuccessFactors Foundation to be applied to SAP Jam pages.
Note
Enabling SuccessFactors theming disables the following features in the SAP Jam top bar: the facet dropdown for searches, the bell (notifications) icon, the Tasks icon, and the Messages icon.
○ Product Instance Name: The name of SAP Jam that users will see in various places in the SAP Jam user interface.
○ Color Theme: This form allows you to set the text and background colors for six common elements of the SAP Jam user interface. Colors must be set in hexidecimal values in the form "#nnnnnn" (without the quotation marks). For example, "#000066" would be navy blue. The color can be previewed in the small box to the right of the text box.
Note
Care must be taken to ensure that elements remain visible within the SAP Jam user interface. Please check the UI after making changes.
○ Current Logo: The current logo is displayed. Click Browse to select a new logo from your local drive that you want to upload and use. This logo will appear in various places in the SAP Jam user interface.
Note
The image will be resized to 180 x 50 pixels.
3. In the Custom Footer section of the Branding and Support page, you can set a Custom Footer that will appear on most pages of the SAP Jam user interface.
Figure 15: Custom Footer options
You can replace the footer displayed throughout SAP Jam with any HTML content entered in this text box. Again, you are responsible for the impact of any such changes upon the appearance of your SAP Jam instance.
4. In the Email Settings section of the Branding and Support page, you can elect to: ○ Include the current company logo in the email header
○ Include the SAP Jam logo in the email footer
These settings will affect the email notifications sent by SAP Jam.
5. In the Help Settings section of the Branding and Support page, you can set the following options:
Figure 17: Help Settings options
○ Display on-line help in Settings drop-down menu or via global help icon:—The default if this option is selected is to present a link to the SAP Jam Support Center group.
○ Enable a custom help page—This option allows you to have the help links that are enabled in the preceding option to link to an online help URL of your choice. This URL must be set in the Help Page URL text box below this option.
6. In the Extranet Log-On Introductory Text section of the Branding and Support page, you can set the language(s) that the introductory message will be displayed in. When users are invited to External Groups, they receive a link to the Extranet landing page. Upon logging in to that page, external users are presented with an introductory message.
Figure 18: Extranet Log-On Introductory Text options
To set the language that the introductory message for external users will be displayed in: 1. Select Enable custom introductory text.
The Select a Language for the Introductory Text dialog box is displayed.
2. Click the drop-down menu to select the language in which you want the introductory message for external users to be shown and click OK.
The dialog box will close and the selected language will appear below the checkbox.
3. Click in the edit box to the right of the label for the language that you just selected and enter the message that you want to be presented to external users in their login page.
4. Optionally, click Add Another Language below the initially selected language to add an additional language in which the external user introductory message will be displayed and repeat steps 2 and 3 above.
Also, the initial language selected will be the default. If you want to change which language is the default, click the cog icon beside the language that you want, and select Set as Default from the context menu. To remove a language option, click the cog icon beside the added language that you want to remove and select Remove from the context menu.
7. In the Extranet Log-On Background Image section of the Branding and Support page, you can set the following options:
Figure 19: Extranet Log-On Background Image options
○ Use custom background image: This option will enable the use of a custom background image for external users.
○ Background image should be tiled: This option will tile the selected background image, allowing you to use a small, low-bandwidth image for the background image for external users.
○ Browse (or Choose File): Click this button to find an image on your local drive and upload it to be used as the background image for SAP Jam pages for external users.
○ Enable a custom help page: If the Enable help links in user's drop-down menu and page footer option is enabled in the Help Settings section described above, then enabling this option allows you to set a different custom help page for external users.
○ Help Page URL: Enter the publicly accessible URL in this text box for the custom help page that you want external users to be able to access.
8. In the Support Contact section of the Branding and Support page, you can set the SAP Jam support contact email address by doing the following:
Figure 20: Support Contact option
9. When you have all of the Branding and Support settings as you want them, click on Save changes to apply your settings.
Note
Also, different user interface labeling schemes are available for organizations that are not enterprise corporations (for example educational institutions and municipalities). To configure the UI with a different labeling scheme, contact your customer support representative. The labeling changes that are affected are:
○ Default, company scheme: Company/Employee/Manager
○ Alternate, organization scheme: Organization/Member/Supervisor ○ Alternate, institution scheme: Institution/Person/Supervisor
2.4 Configure Content Administration options
The Admin Content Administration section allows you to manage Abuse Reporting, Purge Settings, and Auditing.
Enable Content Administration
Content Administration is disabled by default. To enable Content Administration, do the following:Usage Auditing 1. UsageAccess the Admin console [page 11] and select Content Administration from the left navigation sidebar.
The Admin Content Administration section is displayed.
Figure 21: Content Administration section 2. Click Enable Content Administration.
Content administration is enabled, the button label changes to Disable Content Administration, and any items marked as inappropriate will appear in the Items Pending Review panel.
Configure Abuse Reporting
Abuse Reporting allows SAP Jam users to report content as either being spam or as being abusive. Abuse reporting is turned off by default.
To enable and configure Abuse Reporting:
1. In the Admin Content Administration section, ensure that Content Administration has been enabled (the button at the top of the page should be labeled "Disable Content Administration"), and click Configure Abuse Reporting in the Abuse Reporting tab.
Figure 22: Abuse Reporting tab
The abuse reporting configuration options are displayed in the Abuse Reporting tab.
Figure 23: Abuse Reporting options 2. Select the Enable reporting of inappropriate content check box.
Below the Enable reporting of inappropriate content check box are two sliding controls.
3. Set the Abusive content reporting threshold by positioning the slider control to the number of reports that you want to require before a particular piece of content is submitted to the company administrator for review. You can set a number from 1 to 10.
4. Set the Spam reporting threshold by positioning the slider control to the number of reports that you want to require before a particular piece of content is submitted to the company administrator for review.
You can set a number from 1 to 10.
5. When you have the abuse reporting options set as you want them, click Save changes.
Your abuse reporting options are saved and set, and any content that is reported by your users and meets these criteria is displayed in the Items Pending Review panel, below the configuration options.
Manage Reported Abuses
When users have tagged group activity as spam or abuse the number of times to equal the configured thresholds, the content or feed posts are removed from view and go into a queue for the company administrator to review and decide how to handle, and notifications are sent to the company administrator to let them know there is
inappropriate content requiring their review. To respond to an Abuse Report:
1. Open the Admin Content Administration section.
The reported abuse(s) that users have submitted will appear in the Items Pending Review panel.
Figure 24: Review reported abuses
Each reported piece of content is displayed as it originally appeared in SAP Jam, with the name of the user who posted it, and the date that they posted it. There may also be some details shown of the content, such as
the URLs for hyper-linked text or images. Also, the name of the person who reported the abuse is shown, their comment about why they found it inappropriate if they added a comment, and a statement of how long ago the item was marked as inappropriate.
2. Review the item and click the button for the appropriate response:
○ Click Restore to return the content to its original location and viewable state. ○ Click Delete to remove the content from SAP Jam.
Purge Settings
The Purge Settings feature allows administrators to permanently delete items in all users' trash that are older than a set age.
1. Open the Admin Content Administration section, ensure that Content Administration has been enabled (the button at the top of the page should be labeled "Disable Content Administration"), and click the Purge Settings tab.
The Purge Settings options are displayed.
Figure 25: Purge Settings
2. Select Automatically purge items that have been in the Trash for (configurable) days. to turn trash purging on for all of your company's users.
3. Set the number of days to indicate how long items must be in your company's users' trash before they are automatically purged.
4. Click Submit.
Your SAP Jam instance will perform a daily purge of all items that have been in your company's users' trash cans for longer than the set number of days.
Audit Usage
The Audit Usage feature allows the company administrator to view a single user's complete history of what pages or content (office documents, PDFs, images, videos, blogs, or wikis) that a user has viewed (including other user's profile pages), what comments they have made, what content they have liked, what content that they have uploaded or modified, and what content they have deleted. Audit events contain the user's name, the event type (viewed, added, edited, deleted), and the exact system time when the event occurred. The audit log is not edition specific; it exists in all paid editions.
1. Open the Admin Content Administration section, ensure that Content Administration has been enabled (the button at the top of the page should be labeled "Disable Content Administration"), and click the Usage Auditing tab.
The Usage Auditing options are displayed.
Figure 26: Performing a usage audit
2. Select either User or Content from the top drop-down menu, and type a search string in the adjacent text box. Whether you are performing a usage audit on a user or on a piece of content, you must select the person or content item that you want from the auto-complete drop-down menu for the operation to register the correct object to audit.
3. Select the period that you want the audit to cover from the View drop-down menu. The options are: ○ All Usage ○ Today ○ Last 7 Days ○ Last 14 Days ○ This Month ○ Last 60 Days ○ Custom
4. If you selected Custom in the preceding step, you must select the Start Date and End Date from the calendar selectors.
5. Click Audit Usage.
The audit is prepared and displayed in the panel below the Usage Auditing options.
Figure 27: Viewing a usage audit
6. To download the usage audit, click Download .csv and use your browser's download handling to save the file to your hard drive or to open the .csv file in an associated spreadsheet application.
2.5 Configure Email Templates options
The Admin Email Templates page allows you to alter the style of email notifications sent from your SAP Jam instance to SAP Jam users. If it is preferred, you can set separate email templates for internal and external recipients. You can make and save email template changes without affecting the look of your current emails, allowing you to preview those changes, and publish them only when your email template changes are satisfactory.
To modify the email template
1. Access the Admin console [page 11] and select Email Templates from the left navigation sidebar. The Admin Email Templates page is displayed.
Figure 28: The Email Templates page (disabled)
2. Select the Enable custom email template checkbox to activate this feature and to enable you to make email template changes.
A panel is displayed with a pair of tabs and a preview image of the email layout, with two edit boxes.
Figure 29: The Email Templates page (enabled) The initial section presented to you to edit is the background and page.
3. If necessary, click (Edit) beside Background & Page in the preview image of the email, and make any changes that you want to the style settings for the Background & Page Design.
You can set any of the following CSS properties for either the Email Background Style or the Page Background Style: ○ background-color ○ border ○ border-color ○ border-width ○ box-shadow
Note
If you set any CSS options in either of these edit boxes, the default email format will be set to HTML. If you want your SAP Jam emails to be sent in plain text format, you can only have content in the "plain text" edit boxes for the "Page Header", "Page Footer" and email "Footer".
4. Click (Edit) beside Page Header in the preview image of the email, and make any changes that you want in the Page Header HTML or the Page Header Plain Text edit boxes.
Note
If you set any CSS or HTML options in any edit box, the default email format will be HTML. If you want your SAP Jam emails to be sent in plain text format, you can only have content in the "plain text" edit boxes for the "Page Header", "Page Footer" and email "Footer".
5. Similarly, click (Edit) beside any of the follow sections in the preview image: ○ Page Footer
○ Footer
Note
Again, if you set any CSS or HTML options in any edit box, the default email format will be HTML. If you want your SAP Jam emails to be sent in plain text format, you can only have content in the "plain text" edit boxes for the "Page Header", "Page Footer" and email "Footer".
6. When you have the email template changes set as you want, click Update to save them. This will not change the look of your SAP Jam system's emails until you click Publish.
To preview your email template changes
1. To preview your changes, ensure that you have saved them by clicking Update. 2. Once your changes have been saved, click Preview.
A Send Email Template dialog box is displayed.
3. Enter the email addresses of those who you want to preview the revised email template into the text box. Multiple email addresses can be entered by entering them in a comma-separated list.
4. Click Send.
Emails are sent to the specified recipients using your email template revisions.
To revert your email template changes
Once you save the changes that you have made to an email template by clicking Update, a notification panel appears between the Enable custom email template option and the template editing tabs, advising you that "The template is saved, but is not yet published".
● Click Revert to Published Version if you decide to roll back your saved changes. The changes will be reverted, and the published email template settings are restored.
To publish your email template changes
● Once you have reviewed your template changes, and you are ready to use them, click Publish, either below the template editing tabs, or above them.
To configure a different email template for external users
To set a different email template for external users, do the following:
1. Click on the External tab, and deselect the Same settings used for Internal Email Template checkbox.
A preview image of the email layout and editable text boxes will appear in the tab, like those in the Internal tab. 2. Make the changes that you want, just as you did for the Internal template.
3. Save, preview, and publish the changes, just as you did for the Internal template.
4. If you decide to return to using the same email template for email to both internal and external users, select the Same settings used for Internal Email Template checkbox.
The preview image of the email layout and the editable text boxes will disappear in the tab, like those in the Internal tab.
Note
You must click Publish to enable this change back to using the same template for emails from SAP Jam to internal and external users.
To disable the use of email templates
● If you decide that you no longer want to use customized email templates, deselect the Enable custom email template checkbox.
The preview image of the email layout and the editable text boxes will disappear from the page.
Note
You must click Publish to commit to this change back to not using customized email templates.
2.6 Configure the Getting Started Wizard
The Admin Getting Started Wizard page allows you to configure whether the getting started wizard will be used, and what screens are shown to new users.
Note
The pages of the Getting Started Wizard that you can turn on or off, and the one page that you can modify, are all in the 2-4 user pages of the wizard. There are also ten additional pages that introduce administrators to