Learning Manager Connectors

Enterprises have other applications and systems which have to be integrated with Learning Manager. Connectors are utilities that Help in performing data-based integrations such as importing data into Learning Manager from external systems.  It also performs exporting of data to external systems from Learning Manager.

Learning Manager provides Salesforce and FTP connectors. Using Salesforce connector, integration Administrators of an organization can integrate their Salesforce application with Learning Manager. As an integrator, you can also use FTP connector to auto import a set of users into your enterprise application.

Learning Manager also provides the Lynda, getAbstract, and the Harvard Management System connectors. These connectors enable learners to access and consume courses from Lynda.com, getAbstract, and Harvard ManageMentor.

Read on to know how to configure and use each of these connectors in Learning Manager.

On this page:

• Salesforce
• Learning Manager FTP
• getAbstract
• Harvard ManageMentor
• Box
• Workday
• BlueJeans Event
• Power BI
• LinkedIn
• ADFS
• BlueJeans Meeting
• Zoom
• Custom FTP
• Adobe Connect
• Marketo Engage
• Microsoft Teams
• Training Data Access
• Adobe Commerce Connector

Salesforce connector

Salesforce connector connects Learning Manager and Salesforce accounts to automate data synchronization. Salesforce connector capabilities are as follows: 

Map attributes

Integration Administrator can choose Salesforce columns and map them to corresponding Learning Manager's group-able attributes. Once the mapping is completed, the same mapping is used in subsequent user imports. It can be reconfigured if Administrator wants to have a different mapping for importing users.

Automated user import

User import process allows Learning Manager Administrator to fetch employee details from Salesforce and import them into Learning Manager automatically. This automation avoids the manual effort involved in creating CSV and uploading into Learning Manager.

Auto Schedule

Using auto scheduling feature along with automated user import feature can be effective. Learning Manager Administrator can set up schedule according to organization's needs. Users in the Learning Manager application can be up-to-date according to the schedule. Sync can be performed on daily basis in Learning Manager application. 

Filtering users

Learning Manager Administrator can apply filtering on the users before importing them. For example, Learning Manager Administrator can choose to import all users in the hierarchy under one or more specific Managers. 

Configure Salesforce connector

To integrate Salesforce with Learning Manager, learn the process 

Pre-requisites

Ensure that you have your Salesforce organization URL with you. For example, if your organization name is myorg, the Salesforce URL could be https://myorg.salesforce.com. It is the only input which is required to connect Salesforce account with Learning Manager.

Also make sure that you have the appropriate credentials to log in to the account.

Create a connection

Map attributes

Once connection is successfully established, you can map Salesforce columns to the corresponding attributes of Learning Manager. This step is mandatory. 

Using Salesforce connector

Salesforce connector connects to Salesforce.com to fetch the users as configured and add them to Learning Manager. 

Import users from Salesforce contacts

Learning Manager enhances the Salesforce connector to fetch Contacts as well as Salesforce Users and import them into Learning Manager automatically.

On the Salesforce connector page, enter the Salesforce url and complete the authentication. Once you’ve authenticated, you can then proceed to import users or contacts. If you choose the option Contacts, then specify the subset of contacts to be imported.

Choose the Salesforce columns and map them to corresponding Learning Manager's group-able attributes. Once the mapping is completed, the same mapping is used in subsequent user imports.

Export learning records

Learning Manager offers an ability to export learning records like transcript, user report, skill report to Salesforce. You can determine if the exported data should be linked with the ‘User’ table or the ‘Contacts’ table in Salesforce. 

Custom objects in Salesforce

Before exporting learning records from Learning Manager, you must create custom objects in Salesforce. Custom objects are objects that you create to store information that’s specific to your company or industry. For more information, see Salesforce custom objects.

Here's how you'll create the objects:

1. Download and install the packages to create the Custom Objects.
   1. Package 1
   2. Package 2
   3. Package 3
      
2. Rename the names of the Custom Objects in Salesforce.
3. Select the events and click Save.

Link events with: Choose which section you want to export- User or Contact. If you choose Contact object, users who are present in Learning Manager but not in Salesforce, will be created in Salesforce. 

Learning Path-related changes

Existing connections

If the option Learning Path is disabled in the Admin account, no rows and columns are added in the report.

If the option Learning Path is enabled in the Admin account, the column "Type" will be populated with Learning Path in case learners are enrolled to it.

Note: If the flag is enabled and you use an existing connection, a few records may be missed.

New connections

If the option Learning Path is disabled in the Admin account, the training report will consist of the following columns, but will not contain any data.

• Embedded Path: Displays the name of the Learning Program

• Embedded Path ID: Displays the IDs for the Learning Program.

• Embedded Course ID: Displays the IDs of courses that are inside a Learning Path. 

Also, for new connections in accounts where Learning Path is enabled, the three new columns will appear, and all data will flow.

In addition, the report will contain the column type Learning Path (Higher Level) for all learners who are enrolled in a Learning Path.

In the Type column, the Learning Program will be renamed as Learning Path. For existing connections, there will be no change. 

Learning Manager FTP connector

Using the FTP connector, you can integrate Learning Manager with arbitrary external systems to automate data synchronization. It is expected that external systems can export data in a CSV format and place it in the appropriate folder of the Learning Manager FTP account. FTP connector capabilities are as follows: 

You can also use the Box connector for data migration, user import, and data export. For more information, see Box connector.

Data import

User import process allows Learning Manager Administrator to fetch employee details from the Learning Manager FTP service and import them into Learning Manager automatically. Using this feature, you can integrate multiple systems by placing the CSV generated by those systems in the appropriate folders of the FTP accounts. Learning Manager picks up the CSV files, merges them, and imports the data according to the schedule. Refer to Scheduling feature for more information. 

Map attributes

Integration Administrator can choose the columns of CSV and map them to Learning Manager's group-able attributes. This mapping is one time effort. Once the mapping is done, the same mapping is used in subsequent User imports. The mapping can be reconfigured if the Administrator wants to have a different mapping for importing users.

Export Data

The Data Export allows users to export user skills and learner transcripts to an FTP location to integrate with any third-party system.

Scheduling

Administrator can set up scheduling tasks as per organization's requirements and users in the Learning Manager application are up-to-date according to the schedule. Similarly, Integration Admin can schedule skill export on a timely basis to be integrated with an external system. Sync can be performed on daily basis in Learning Manager application. 

Configure Learning Manager FTP connector

To integrate FTP connector with Learning Manager, learn the process. 

Create a connection

Import

Export

To open the Export folder where the exported files are placed, open the link to FTP Folder provided in the User Skills page as shown below.

The auto-exported files are present in the location Home/export/*FTP_location*

The auto-exported files are available with the title, skill_achievements_*date from*_to_*date to*.csv

To open the Export folder where the exported files are placed in your FTP location, open the link to FTP Folder provided on the Learner Transcript page as shown below

The auto-exported files are present in the location Home/export/*FTP_location*

The auto-exported files are available with the title, learner_transcript_*date from*_to_*date to*.csv

Support for manual csv fields

While importing user data through FTP , an admin has to map all active field present in the system to corresponding field in the csv.

This is mandatory for all the csv active fields. For manual active fields, the integration admin can select the option DontImportFromSource.

By selecting this option, the manual active field values are not populated using csv import. The learner-provided values remain intact.

Note: While mapping, if the option DontImportFromSource is selected for csv active field, then this field will be deleted from the system.

Lynda connector

The Lynda connector is used by enterprise customers of Lynda.com who would like their learners to discover and consume Lynda courses from within Learning Manager. The connector can be configured to fetch courses from Lynda.com periodically with your API key. Once a course is created within Learning Manager, users can search for them and consume them. Learner progress can then be tracked within Learning Manager.

Configure the Lynda connector

getAbstract connector

The getAbstract connector is used by enterprise customers of getAbstract.com, who would like their learners to discover and consume getAbstract summaries. The connector can be configured to fetch usage data periodically, based on which learner completion records are created within Learning Manager. Read on to know how to configure this connector in Learning Manager.

Configure the getAbstract connector

Harvard ManageMentor connector

The Harvard ManageMentor connector is used by enterprise customers of Harvard ManageMentor, who would like their learners to discover and consume Harvard ManageMentor courses. The connector helps create courses within Learning Manager, and can be configured to fetch learner progress data periodically. To configure this connector, perform the following procedure:

Configure the Harvard ManagerMentor connector

Workday connector

Using the Workday connector, you can integrate Learning Manager with Workday tenant to automate data synchronization.

Import

Map attributes

Integration Administrator can choose Workday columns and map them to corresponding Learning Manager's group-able attributes. Once the mapping is completed, the same mapping is used in subsequent user imports. It can be reconfigured if Administrator wants to have a different mapping for importing users.

Automated user import

User import process allows Learning Manager Administrator to fetch employee details from Workday and import them into Learning Manager automatically.

Filtering users

Learning Manager Administrator can apply filtering to the users before importing them. For example, Learning Manager Administrator can choose to import all users in the hierarchy under one or more specific Managers. 

Export

The User-skill Export allows users to export user skills to Workday automatically.

Scheduling

Administrator can set up scheduling tasks as per organization's requirements and users in the Learning Manager application are up-to-date according to the schedule. Similarly, Integration Admin can schedule skill export on a timely basis to be integrated with an external system. Sync can be performed on daily basis in Learning Manager application. 

Configure Workday connector

Download a copy of Integration System User (ISU) security.

To integrate Workday connector with Learning Manager, learn the process.

In the overview page, you can specify the Connection Name for your integration. Choose what action you want to take from the following options:

• Import Internal Users
  
• Export User Skills - Configure a Schedule
  
• Export User Skills - OnDemand
  

Import

Map Attributes

You can use Workday connector to integrate Learning Manager and Workday to automate data synchronization. You can import all active users from Workday to Learning Manager. Users can be imported from various data sources including FTP and Salesforce.

Before importing users, the user attributes from Learning Manager and Workday have to be mapped. In the Overview page, use the Internal Users option under Import to provide the map attributes.

Enter the Adobe Learning Manager credentials under Adobe Learning Manager column. Use the drop downs to select the correct credentials for the columns under Workday.

Select the Exclude Contingent Workers checkbox to prevent the temporary workers available under a manager from getting imported.

Workday has four levels of hierarchy while Learning Manager has two levels. The four levels in Workday are skill profile category, skill profile, skill item category, and skill item. Your skill name, and level from Learning Manager together are mapped in Workday under the skill item.

Export

You can export all the skills achieved by a user from Learning Manager to Workday. Only all active user skills are exported and Learning Manager does not export retired skills. You can also connect multiple Learning Manager
accounts to the same Workday connector. In case the skill names are same in two Learning Manager accounts, they are mapped to the same skill in Workday. Before updating the skill in Workday, in case two Learning Manager accounts are using the same Workday account, it is advisable to update skill names in all Learning Manager Accounts.

Video conferencing connectors (Bluejeans Meetings and Zoom)

You can now integrate Learning Manager with BlueJeans and Zoom connectors and use them to host classes.  The connector enables you to set up video conferencing meetings/classes with the learners.

To set up and use the connector, follow these steps.

Create a Zoom Server-to-Server OAuth app

When you create a Zoom Server-to-Server OAuth app to be used in Adobe Learning Manager, you must add scopes required by Adobe Learning Manager while creating the connection.

Adobe Learning Manager requires the scopes below and the scopes must be selected in the OAuth app.

• View all user meetings /meeting:read:admin
• View and manage all user meetings /meeting:write:admin
• View report data /report:read:admin
• View all user information /user:read:admin
• View users' information and manage users /user:write:admin

Box connector

Using the Box connector, you can integrate Learning Manager with arbitrary external systems to automate data synchronization. It is expected that external systems can export data in a CSV format and place it in the appropriate folder of the Learning Manager Box account. Box connector capabilities are as follows: 

You can also use the FTP connector for data migration, user  import,  and data export. For more information, Learning Manager FTP connector.

Data Import

User import process allows Learning Manager Administrator to fetch employee details from the Learning Manager Box service and import them into Learning Manager automatically. Using this feature, you can integrate multiple systems by placing the CSV generated by those systems in the appropriate folders of the Box accounts. Learning Manager picks up the CSV files, merges them, and imports the data according to the schedule. Refer to Scheduling feature for more information. 

Map attributes

Integration Administrator can choose the columns of CSV and map them to Learning Manager's group-able attributes. This mapping is one time effort. Once the mapping is done, the same mapping is used in subsequent User imports. The mapping can be reconfigured if the Administrator wants to have a different mapping for importing users.

Data Export

The Data Export allows users to export user skills and Learner Transcripts to a Box location to integrate with any third-party system.

Schedule reports

Administrator can set up scheduling tasks as per organization's requirements and users in the Learning Manager application are up-to-date according to the schedule. Similarly, Integration Admin can schedule skill export on a timely basis to be integrated with an external system. Sync can be performed on daily basis in Learning Manager application. 

Configure Box connector

To integrate Box connector with Learning Manager, learn the process.

Import

Export

To open the Export folder where the exported files are placed in your Box location, open the link to Box Folder provided in the User Skills page as shown below.

The auto-exported files are present in the location Home/export/*Box_location*

The auto-exported files are available with the title, skill_achievements_*date from*_to_*date to*.csv

Support for manual csv fields

While importing user data through Box , an admin has to map all active field present in the system to corresponding field in the csv.

This is mandatory for all the csv active fields. For manual active fields, the integration admin can select the option DontImportFromSource.

By selecting this option, the manual active field values are not populated using csv import. The learner-provided values remain intact.

Note: While mapping, if the option DontImportFromSource is selected for csv active field, then this field will be deleted from the system.

LinkedIn Learning connector

The LinkedIn Learning connector is used by enterprise customers of LinkedIn.com who would like their learners to discover and consume courses from within Learning Manager. The connector can be configured to fetch courses periodically with your API key. Once a course is created within Learning Manager, users can search for them and consume them. Learner progress can then be tracked within Learning Manager.

Configure settings in Linkedln Learning portal

Configure LinkedIn Learning connector

Filter LinkedIn Learning content

There are filters in LinkedIn connectors to segregate content based on LinkedIn Learning Libraries. In addition, you can also filter content based on language and library, and import only the courses in required languages. Once imported, content gets segregated to multiple catalogs based on the import configuration.

The following are the filters:

Filter Training using: Filters a subset of courses from LinkedIn into Learning Manager.

• Based on language

• Based on Library from LinkedIn Learning
  

Import Trainings to

Import tags

There is a tag type- Custom Tag, which you can use to add custom tags to your LinkedIn Learning courses. You can add as many tags as you want, separated by commas.

The content is saved only after migration. The content will be saved in respective catalogs.

Users can unenroll

If you select this check-box,  an author can make a training unenrollable, which means that a learner can unenroll from a training, after they have enrolled in the training.

Power BI connector

You can use integration with this connector to take advantage of your existing Power BI accounts to analyze and visualize learning data from Learning Manager within Power BI. During configuration, the integration administrator can set up their Power BI workspace to be incrementally populated with two live data sets - learner transcript and user skill reports. You can then use all the features and power of PowerBI to develop, deploy, and distribute custom dashboards as they desire in their organizations.

Configuring the connector

To configure the connector, in the Connectors page, hover over the Power BI tile and click Connect. The Power BI page opens. To establish a connection, you provide the App Client Id, App Client secret, Tenant name, and Workspace Id (optional). To obtain these credentials, follow these steps.

You can export Learner Transcripts, User Skills, and xAPI Activity Report using the same method. Choose Learner Transcripts/ User Skills from the left panel. The Export page opens.

Enable the Enable User-Skill/ Learner Transcript export using this connection check box. Save changes.

Export configure: If you want to schedule the extraction of the report. Select the Enable Schedule check box and specify the start date and time. You can also specify the interval at which you want the report to be generated and sent.

Export on demand: You can specify  the  start  date and export the report using the option . The  report is extracted from the date  entered  until present.

The exported data can be viewed by logging in to your Power BI account. The exported data is listed under the data sets option.

Export xAPI Activity Reports in Learning Manager

From the PowerBI-xAPI capabilities page, click Export xAPI Activity Report.

From the left pane, select Configuration and follow the below steps:

• Fill in the JSON path field that matches the column name and string type.
• To add more JSON paths, click Add.
• You can edit the entries in the JSON path fields by clicking Edit.
• Click Save to save your changes.

Configure Schedule

From the left pane, click Configure Schedule and do the following:

• Click Enable xAPI statements export using this connection.
• Click the Enable Schedule checkbox and specify the start date and time. You can also specify the interval of days at which you want the export to repeated and sent.
• Click the Save button to save configure schedule settings.

On Demand

From the left pane, click On Demand and specify the Start date in the Export xAPi statements-On Demand page.

Execution Status

Select Execution Status to view the summary of all the Tasks in a chronological order. The warning sign indicates failures during the run. You can download error reports as CSV by clicking on the error report link. 

Unified reports

Learning Manager provides a way to create export with combination of reports like User data, Learner Transcript, Gamification, Feedback reports and more, as a one dataset to Power BI.

This allows Power BI users to merge the data from multiple reports to present much powerful analytics and visualizations in Power BI. 

On Demand Export

Specify the start date and end date and export the report using the option. The report is extracted for the specified date range.

Scheduled Export

If you want to schedule the extraction of the report. Select the Enable Schedule check-box and specify the start date and time. You can also specify the interval at which you want the report to be generated and sent.

You can also export Training Reports to Power BI.

Training Reports can be exported to Power BI as part of the Unified Reports feature.

The Training Report has two additional fields:

• Count of users who’ve shared feedback on a course
  
• Average star rating for a course

Filter status of Learner Transcripts

In the Unified Reports section of a Power BI connection, there is an option to export Learner Transcripts based on the status of the Learning Objects.

• Select All: Export all records or module level activities in the specified date range.
• Completed: Export all records that are completed in the date range.
• In Progress: Export all records that have the status- In Progress.
• Not Started: Exclude the records that are enrolled in the given date range, but haven't started when generating the report.
  
• Unenrolled: Include all records that are unenrolled in the date range.

You can export the required list and then use Power BI to analyze the report later.

Download Power BI templates

Learning Manager also provides readymade Power BI templates. These templates provide better analytics capability to Adobe Learning Manager Account Administrators.

You can download the templates, export relevant reports, and plot reports using these available templates easily.

This allows users to download these templates and use it in Power BI application and customize these further, and make your reports tell a compelling story. 

You can also download the templates manually via the link above. Use the templates and customize your reports accordingly.

Export Training Report

The training reports can be exported to Power BI as part of the Unified Reports feature.

The Training Report has these additional fields:

• Count of users who’ve shared feedback on a course
  
• Average star rating for a course
  

Learning Path-related changes

Admin: Learning Transcripts and Unified Report

Existing connections

If the option Learning Path is disabled in the Admin account, no rows and columns are added in the reports.

If the option Learning Path is enabled in the Admin account, the report will contain the column type Learning Path (Higher Level) for all learners who are enrolled in a Learning Path.

New connections

If the option Learning Path is disabled in the Admin account, the training report will consist of the following columns:

• Embedded Path: Displays the name of the Learning Program

• Embedded Path ID: Displays the IDs for the Learning Program.

• Embedded Course ID: Displays the IDs of courses that are inside a Learning Path.

In addition, the report will contain the column type Learning Path (Higher Level) for all learners who are enrolled to a Learning Path.

In the Type column, Learning Program will be renamed as Learning Path. For existing connections, there will be no change. However, for new connections, the changes will be reflected after 30 days.

Training Report: Unified Report

Existing connections

If the option Learning Path is disabled in the Admin account, no rows and columns are added in the reports.

If the option Learning Path is enabled in the Admin account, the report will contain the column "Type". The column contains the new value "Learning Path (Higher level), wherever applicable".

New connections

If the option Learning Path is disabled in the Admin account, the training report will consist of the following columns:

• Embedded Path: Displays the name of the Learning Program

• Embedded Path ID: Displays the IDs for the Learning Program.

• Embedded Course ID: Displays the IDs of courses that are inside a Learning Path.

In addition, the report will contain the column type Learning Path (Higher Level) for all learners who are enrolled to a Learning Path.

In the Type column, Learning Program will be renamed as Learning Path. For existing connections, there will be no change. However, for new connections, the changes will be reflected after 30 days.

Custom FTP

Learning Manager provides the ability to connect to your custom FTP location.

Your FTP will support these:

Data Import

User import process allows Learning Manager Administrator to fetch employee details from the Learning Manager FTP service and import them into Learning Manager automatically. Using this feature, you can integrate multiple systems by placing the CSV generated by those systems in the appropriate folders of the FTP accounts. Learning Manager picks up the CSV files, merges them, and imports the data according to the schedule. Refer to Scheduling feature for more information. 

Map attributes

Integration Administrator can choose the columns of CSV and map them to Learning Manager's group-able attributes. This mapping is one time effort. Once the mapping is done, the same mapping is used in subsequent User imports. The mapping can be reconfigured if the Administrator wants to have a different mapping for importing users.

Data Export

The Data Export allows users to export user skills and Learner Transcripts to the FTP location to integrate with any third-party system..

Schedule reports

Administrator can set up scheduling tasks as per organization's requirements and users in the Learning Manager application are up-to-date according to the schedule. Similarly, Integration Admin can schedule skill export on a timely basis to be integrated with an external system. Sync can be performed on daily basis in Learning Manager application. 

To configure your own FTP, sign in as an Integration Admin, and click Custom FTP > Connect.

There are two types of authentications:

• Basic: In basic authentication, you’ll only need to provide the FTP domain url, username, and password. After providing the details, click Connect.

• Certification: If customer FTP supports certificate authentication then they can choose this option. After you click Generate SSH Key, the SSH key gets downloaded to your local machine. When you open the file, the key looks like,

You must place this public key in your FTP server before you add the below details. Once you set the given key as the public key of your FTP, provide the FTP domain url and the username and click on Connect button to set up the connection.

Once connection set up is done then automatically folders for import and export are created in the ftp location. After that import/export functionality is provided by Custom FTP.

ADFS Connector

Prerequisites to establish an ADFS connection:

• Log in to your Azure Portal using this URL: https://portal.azure.com/ before registering your App. 
• Open Azure Active Directory.

Steps to register your application

Import

Map attributes

Integration Administrator can choose ADFS  attributes and map them to corresponding Learning Manager's group-able attributes. Once the mapping is completed, the same mapping is used in subsequent user imports. It can be reconfigured if Administrator wants to have a different mapping for importing users.

Automated user import

User import process allows Learning Manager Administrator to fetch employee details from ADFS and import them into Learning Manager automatically.

Filtering users

Learning Manager Administrator can apply filtering to the users before importing them. For example, Learning Manager Administrator can choose to import all users in the hierarchy under one or more specific Managers. 

To set up ADFS connector ,  contact the Learning Manager CSM team.

Configure ADFS connector

Adobe Connect

Add virtual classroom session information

If the author of a virtual classroom course has not provided the session information, then Administrator can include the session details.

In Administrator login, click the VC course name. Click Instances on the left pane and Session Details.  Click the Edit icon at the right corner of the Session Details page to add the session information.

With the integration of Adobe Learning Manager and Adobe Connect for creating virtual classroom modules or sessions, your Connect account should support Meeting rooms with adequate number of rooms and concurrent users for your use case. These meeting rooms are used to host Learning Manager virtual classroom modules. A new Connect meeting room is dynamically created by Learning Manager for each virtual classroom module or session within Learning Manager.

Adobe Connect persistent meeting room

In Adobe Connect, customers use existing meeting rooms that they have already created in Connect. All meeting rooms in Connect are persistent and the meeting room templates are carefully set up to provide a unified experience for each persistent room.

You can create a virtual classroom session using one of the already created room in Adobe Connect.

Learning Manager also allows learners to enter the connect room for their virtual session using an authentication method.

The Enable Connect Authentication checkbox must be enabled only if all the learners joining the Connect meeting are already registered users in Adobe Connect. 

If there are registered users in ALM who are not registered in Adobe Connect, then the Enable Connect Authentication checkbox should not be enabled.

Learners should satisfy the completion criteria. For example, if the completion criteria is 80%, then the learner must attend the meeting for at least 80% of the duration of the meeting. Also, that time must overlap with the meeting time of at least one instructor.

The Adobe Connect course completion criteria is based on the learner and the Adobe Connect course instructor's presence in the session time with overlapping time.

When creating a VC module using Adobe Connect, you can select a persistent room. If No is selected, a dynamic meeting room gets created as before.

Once a learner takes a course via Adobe Connect and completes the course, after a while, the recording of the session along with the passcode displays on the Learner app.

Import quiz scores from Adobe Connect

Import Connect quiz data into Learning Manager and integrate it with existing reporting workflow so that Learning Manager users can get quiz data, user responses and scores from Adobe Connect sessions within report, like the way it is available for self-paced modules having quizzes.

In the Connect section, if any learner takes a quiz course or any interactions that supports quiz reporting, all interactions by the learners are tracked in addition to completion. The course must be a Connect VC training.

Here is a brief workflow of the process.

Adobe Connect - Host

• The host in Connect creates a course and uploads content which contains quiz and is interactive.
• The host creates a Virtual Classroom training and saves the VC training. The host has the option to link the above created course to the VC or he/she can use the Share Course option from within the Connect App during the session to share the course.

Learning Manager - Author

• The Author creates a course in Learning Manager with the module type as Virtual Classroom.
• From the Conferencing System drop-down list, choose Connect as the VC Provider.
• Choose the Persistent Meeting course and select the VC Classroom created by the host in Connect. Choose the Instructor. Save and Publish the course.

Learning Manager - Learner

• After the course is published, the learner enrolls into the course.
• The learner is redirected to the Connect VC session where he/she is allowed access to the VC session by the Connect host.

Adobe Connect - Host

• Within the VC session, the Connect host shares the quiz that was shared previously. 

Adobe Connect - Learner

• The learner takes the quiz and closes the session once the quiz is completed.

Learning Manager - Learner

• The learner closes the session and the session syncs automatically.

Learning Manager - Admin

• Once the session has expired, the quiz import workflow will be triggered after the scheduled duration.
• Wait until the schedule is triggered and the processing is complete. To check the processing status from the Integration admin side, you can view the Execution Status within the Adobe Connect connector to watch the progress. Once the execution is successful, the status will change to Completed.
• The admin then choose the Learning Manager Course created previously. The admin sees the following:
  • Attendance & Scoring -Displays the final quiz score and the attendance status.
  • L2 Quiz Score
    • By User - Displays the final quiz score displayed as Points and Percentage.
    • By Question - Displays the quiz information as a report chart.

Marketo Engage connector

Learning Manager now offers integration with Marketo Engage, a marketing automation software that helps run marketing campaigns.

The Marketo Engage Connector is designed to add (or update) leads in the Marketo Engage database, when a new user is added to the Learning Manager Account. It also associates learning behaviors of the user in Learning Manager (course enrollment, course completion, skill assignment and skill accomplishment) as custom objects with the corresponding leads in Marketo Engage. This enables a marketer to use this information to target audiences based on their learning behaviors captured from Learning Manager and use features of Marketo Engage like "Smart Lists".

As an Integration Admin, you can integrate Learning Manager with a Marketo Engage instance to automate data synchronization. You can export internal users and export training enrollments and skill completion events. The operations can be performed on a schedule, and these can be configured, on demand.

For Learning Manager to integrate with your Marketo account, your Marketo account needs to have the ability to create schemas by APIs.

From the Marketo app, you can download these three reports:

• User report
• Learning Transcript
• User skill report

When you create a Marketo Engage connection, you must provide the following details:

• Connection name
• Client Id
• Client Secret
• Marketo Engage Domain

On the Unified Reports section of the Markeo Engage connection in the Learning Manager app, you can create campaigns based on the following:

• A new user is added to Learning Manager
  
• A new user is enrolled to a course
• A new user has completed a course
• A learner is enrolled into a skill
• A learner has achieved a skill

Like any other connector, you can schedule and export data on demand.

Column mapping in Marketo Engage

In Marketo, there are two types of databases:

• Lead Database
• Custom Object Database

Column mapping is used to create lead database. Leads are users that you’ve exported from the User Report.

The fields from the User Report are listed under the column Adobe Learning Manager. The fields under the column Marketo are what Marketo provides. Using both the columns, you can map any field in Learning Manager to that from Marketo. From a Learning Manager column you join a related column from Marketo. After joining the columns, a lead database gets created.

You can then view all the exported users in Marketo.

In the Marketo Custom Objects section in the Marketo app, you can see that all the three reports, Learner Transcript, User Skill, and User Report, are present. These reports have the string “cp_” prepended to each. Each new user who gets exported to Marketo is considered as a lead.

Events

Export data from Learning Manager events to a Marketo Engage instance. Select the events to export to the Marketo Engage database either on demand or on a schedule.

• New user addition
• Update user metadata
• Update user activity
• Training enrollment
• Self enrollment
• Skill completion

BlueJeans Events

BlueJeans Events connector connects Learning Manager and BlueJeans systems to automate data synchronization. Using this connector, you can:

• Set up virtual sessions using BlueJeans Events: Configure a new event in BlueJeans and setup a VC session in Learning Manager by selecting the appropriate BlueJeans event. Date and time details are picked automatically from the BlueJeans events.
• Automated User Completion Syncing: An Automated user completion syncing process allows the Learning Manager Administrator to fetch completion records for BlueJeans events automatically.

This new connector requires a separate set of credentials to configure the connector. The credentials of the existing BlueJeans Meetings connector will not work for BlueJeans Events connector.

Workflow

Administrators, managers, and learners can enroll learners to the created course. Upon enrollment, the learner receives an email. The learner can sign in to their Learning Manager account to view the program details and take the course.

When the course is complete, the completion report gets triggered after a scheduled duration. The administrator can see the completion report to check the attendance and score of the learners.

If the BlueJeans Event moderator enables the recording during the session, after session ends, the recording is available in the learner app.

When you enable the check-box Fetch Events created by the other users, you can then add the list of BlueJeans event creators in the Additional Event Creators field. In the Author app, only events created by these users are searchable via the type-ahead field.

If the Additional Event Creators field is left blank, all events created in BlueJeans will be available for searching in the Author App.

The Author, in the Author app, then selects an event from the list of available events. In addition, the Author can add instructors to the event. These instructors in Learning Manager would become the presenters within BlueJeans events.

Microsoft Teams Connector

Microsoft® Teams® is a persistent chat-based collaboration platform that supports document sharing, online meetings, and other features for business communications.

Adobe Learning Manager uses a virtual classroom connector that can be used to integrate Microsoft Teams meetings into Learning Manager.

Microsoft Teams connector connects the Learning Manager and Microsoft Teams systems to enable automatic data synchronization. The following list describes the Microsoft Teams connector capabilities:

Set up virtual sessions using Microsoft Teams

This connector helps integrate your Adobe Learning Manager account with your Microsoft Teams account. Once integrated, the connector enables an Author in Learning Manager to use Microsoft Teams as the technology service provider for the Virtual Classroom modules created in Learning Manager.

Allow Microsoft Teams to authenticate learners when entering virtual classroom

A meeting organizer can enable lobby to restrict entry into the meeting as well as control the other meeting options as provided by Microsoft Teams.

Use automated user completion syncing

The automated user completion syncing process allows a Learning Manager Administrator to automatically fetch the completion records and recording URL for the Teams meeting.

For more information, see Install Microsoft Teams connector in Adobe Learning Manager.

Training Data Access

The Training Data Access connector enables your AEM Sites-based custom-made user interface to retrieve and render training information to learners and helps easy and faster search.

The connector exports training metadata to a data storage and retrieval solution. You can then configure your AEM Sites-based interface to use these two services to retrieve training data, render web pages, and provide optimized training search functionality to the learners. 

For example, a non-logged in AEM Sites-based interface can use the exported metadata to help a learner search, browse, and access training pages that show training information 

Enable this connector to build and render your AEM Sites-based web pages and deliver customized experiences to your learners from AEM, where the course information is fetched by using a public API (headless LMS).

Configure the connector

Use Training Data Access connector to integrate your Adobe Learning Manager account with data storage and retrieval service as well as search enablement system to enable your AEM Sites-based interface to retrieve training data, render web pages, and provide optimized training search functionality to the learners.

Export training metadata from Adobe Learning Manager to the data retrieval and search enablement services. You can also create a schedule to automate these exports.

Create website in AEM

Pre-requisite: Install the AEM package from the GitHub repository.

1. Use the base and retrieval URLs, Client ID, Client Secret, and Admin Refresh Token and create a configuration in AEM. 
2. Create the website using the AEM components.
3. Publish the website.

For more information, see this document.

Learners

The published website displays a list of all migrated Courses, Certificates, and Learning Paths that are retrieved from the search service for non-logged in learners.

When a learner clicks Course or Certificate or Learning Path, the Overview page launches. On the page, when the learner enrolls, they must log in first, and then take the Course.

Adobe Commerce connector

Pre-requisites

For the integration to work, there are some steps that need to be followed to set up the infrastructure on an instance of Adobe Commerce. As part of the changes, apply the patches for the following supported versions:

• 2.3.5
• 2.4.2
• 2.4.3
• 2.4.4

To get the patches, contact the Adobe Learning Manager support team.

NOTE: This specific functionality is available only if Adobe Learning Manager is sold as an Add-on to Adobe Experience Manager

Note: This connector can be enabled for trial accounts also.

Adobe Learning Manager now offers integration with Adobe Commerce, a platform to build eCommerce experiences for B2B and B2C customers.

Adobe Commerce is an extensible and scalable commerce enablement solution that enables you to build multi-channel commerce experiences for B2B and B2C customers on a single platform. Use the Adobe Commerce connector to connect your Adobe Learning Manager account with Adobe Commerce and realize e-commerce capabilities on the learning platform. 

Enable this connector and utilize the Adobe Commerce features to provide the learning offerings as paid training. Note that you need to purchase Adobe Commerce separately before you can integrate it with Adobe Learning Manager using this connector.

The connector integrates with Adobe Commerce by sending training data to the commerce platform, which then enables learners to make a payment and purchase training. 

In addition to initiating a purchase, the connector also collects purchase details from Adobe Commerce, which is used by Adobe Learning Manager to validate the purchase and unlock access to the training.

Pre-requisites

1. Enable RabbitMq or any other messaging broker.
2. Enable CRON.
3. For steps 1 and 2, edit the following files:
   1. .magento.app.yaml
   2. .magento/services.yaml
   3. .magento.env.yaml    
4. Override options limit via custom module. This is an optional step but highly recommended for large datasets.
5. Enable all async APIs on the page. Since there may be a lot of data, the export happens asynchronously. The APIs from Adobe Commerce are called the request payload is sent. The request pushes the messages to a queue and there is a consumer to this queue, which processes these messages and creates products on the commerce side. Adobe Commerce does not provide this async processing by default. That is why you must enable this option.
   
6. Add a link to return to ALM on the payment success page. This return URL must be configured in Adobe Commerce. The URL to be used for the link. - https://learningmanagerqe.adobe.com/app/learner#/postPayment
7. Change indexing from "On save" to "Scheduled".  For more information, see this KB.
8. Apply the following patches. For more information, see Apply patches.
9. Configure Fastly.  Fastly is required for Adobe Commerce on cloud infrastructure, and is used in Staging and Production environments. For more information, see Set up Fastly.

Configure the connector

As an Integration Administrator, in the Adobe Commerce connector, click Connect.

On the configuration page, enter the following details. These details, the authorization keys, are available in Adobe Commerce. Once you create an integration in Adobe Commerce, the credentials will be available there. 

Once Adobe Commerce connector connection is enabled, an author can set the price for a course, Learning path, or a certificate.

After the course, Learning Path, or certificate is published, a learner can buy courses the learner app.

• Native Learning Manager: The learner can purchase a course, Learning Plan, or a certificate from within Learning Manager. This is only applicable where the author has added a price.
• Custom-made using AEM sites: The learner can purchase a course from an AEM site.

Workflow 

The Adobe Commerce Administrator configures Learning Manager as an integration.

The Author marks the courses, Learning Paths, or certificates as premium and assigns prices. This option comes only if ecommerce is enabled for the account. For more information, see Create courses.

The course or Learning Path will not be available for purchase until the data is synchronized in Adobe Commerce. 

Export courses to Adobe Commerce

After an author has set the prices on various courses, Learning Paths, or certifications, you, as the Integration Administrator, will export the courses, Learning Paths, or certifications into Adobe Commerce.

Native Learning Manager with Adobe Commerce 

Learner 

As a learner, you must be logged in to buy a course, certificate, or a Learning Path.

To purchase the course, click Buy now. You are redirected to Adobe Commerce to complete the purchase. Once the payment is successful, you can see a message that prompts you to return to Learning Manager and start the course. You must also log in to Adobe Commerce separately to complete the purchase.

When you purchase a Course, Certificate, or Learning Path from ALM Native or AEM, you get emails from ALM as well as Adobe Commerce.

In addition, you can enable/disable emails from Adobe Commerce as well.

AEM sites with Adobe Commerce 

When the Custom-made using AEM sites option is enabled, you, as a learner, can buy courses from a custom-built AEM site. 

The AEM site will have all the metadata from Learning Manager for enabling search through Adobe Commerce. The courses are fetched from Adobe Commerce in non-logged in cases.

Both logged in and non-logged in experience is possible. Non-logged in users can search and browse the course catalog, Learning Plan, and Certificates. However, if you want to purchase a course, you must log in to the AEM site.

As with native Learning Manager, after logging in, you can add a course to the cart and then preview or buy the course. 

Set up the Adobe Commerce connector

Pre-requisite

The Administrator enables the checkbox, Enable pricing for trainings, in Settings > General in the Admin app. If the option is enabled, Authors can specify prices for trainings. When you add an Adobe Commerce connection, this checkbox is automatically selected and enforced.

Adobe Learning Manager supports eCommerce to buy and sell training. Here, users can sell training to promote the up-selling and cross-selling of their products. 

With the integration of Adobe Commerce, Adobe Learning Manager supports buying and selling of training to provide a more complete customer experience in Customer Partner Education scenarios.

The primary objectives of this integration are as follows:

• Users can generate revenue by selling courses on Adobe Learning Manager or on a Headless learning interface.
  
• Enable Adobe Commerce integration to the platform to sell courses using Learning Manager’s native app and AEM.
  
• Allow Learning Manager’s customers to offer formal learning in the form of paid courses. 
  
• Enable learners to preview courses before deciding to purchase the training.
  

Adobe Learning Manager native

Integration Administrator

1. On the Integration Administrator page, add the Adobe Commerce connector. Get the authentications from the application that was created in Adobe Commerce.
2. Once Adobe Commerce is enabled, eCommerce is enabled on Adobe Learning Manager. The data from Learning Manager to Adobe Commerce is synced according to a schedule. The data includes all the training (paid) along with the metadata (users, skills, author name, price etc.).

Note: Adobe Learning manager and Adobe Commerce have different logins.

AEM

In this mode, a Learner takes the course off an AEM-based site, which is built by using AEM-based templates and components.

On the AEM site, the learner has support for shopping cart, add to cart button, deleting courses from the shopping cart, and so on.

If the user is not logged in, they can still search for course catalogs and view course details but cannot purchase a course. As a learner, you must be logged in if you want to purchase a course.

After the Learner purchases the course, they are redirected to the course overview page in the enrolled state, where they can take the purchased training.

Headless- Non-logged in

A Learner can:

• Search for any training from the search bar.

• Filter any training by price range.

A learner cannot:

• Purchase a course from the Overview page.

• Preview paid content.

Headless- Logged in

A Learner can:

• Explore, view, search, and filter paid or free training courses.

• Add a course to a cart and then check out for purchase.

• Add, update, or delete training courses in the cart.

• Simultaneously pay for multiple training courses.

• Preview a paid course in the Player.

• See messages if there is a payment error.

• See the invoice as an attachment in the email after purchasing the course.

On-demand sync

The sync between Learning Manager and Adobe Commerce happens twice daily. After the Administrator enables an account for e-commerce, the Enable training metadata export using this connection option, when enabled, stores the images of the Course, Learning Path, and Certificates in a public CDN.

If the data remains unsynchronized, the pricing information do not appear for a learner.

For native Learning Manager, if e-commerce is enabled and sync between Learning Manager and Adobe Commerce is completed, learners can view or search free or paid training.

For AEM, there is no Buy Now, only an Add to Cart button. This button also remains disabled if the sync is not performed.

Frequently Asked Questions

What courses cannot be purchased?

Courses, such as, recurring certifications, content marketplace training, acquired training, training from connectors, Job Aids, and Manager approved/nominated courses cannot be purchased by a learner.

Is there any change in the Learner Transcript and Trainings Report?

These reports display the price and the date of purchase for all purchased training in the account.

Can a learner enroll in a free training?

Yes, a learner can enroll in free training. Free training displays the Preview and Enroll button on the Training Overview page.