Learn on how to integrate Salesforce with Captivate Prime using connectors, how to integrate FTP with Captivate Prime and upload CSV automatically using FTP connector.

Overview

Enterprises have other applications and systems which may need to be integrated with Captivate Prime. Connectors are utilities that help in performing data-based integrations such as importing data into Captivate Prime from external systems, or exporting data to external systems from Captivate Prime. In the July 2016 release, the connectors have only the capability of bulk importing users for Captivate Prime from external systems.

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

Captivate Prime also provides the Lynda, getAbstract, and the Harvard Management System connectors which 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 Captivate Prime.

Integration Admin Homepage - Connectors
Integration Admin Homepage - Connectors

Salesforce connector

Salesforce connector connects Captivate Prime 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 Captivate Prime's group-able attributes. This is a one time effort. 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 Captivate Prime Administrator to fetch employee details from Salesforce and import them into Captivate Prime automatically. This automation avoids the manual effort involved in creating CSV and uploading into Prime.

Auto Schedule

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

Filtering users

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

Configure Salesforce connector

Learn the process to integrate Captivate Prime with Salesforce.

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 Captivate Prime.

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

Create a connection

  1. In Captivate Prime home page, hover mouse over the Salesforce card/thumbnail. A menu appears. Click Connect item in the menu.

    Connect option
    Connect option

  2. A dialog appears prompting you to enter the org-url. Click Connect after providing the URL. 

  3. Upon successful connection, the overwiew page appears.

Map attributes

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

  1. In the mapping page, on left side you can see Captivate Prime’s columns and on right side you can see the Salesforce columns. Select the appropriate column name that maps to the Captivate Prime’s column name.

    Map attributes
    Map attributes

    הערה:

    Captivate Prime's column data shown on the left side are fetched from the active fields. The manager field must necessarily be mapped to a field of type email address. Mapping all the columns is mandatory before the connector can be used.

  2. Click Save after completing the mapping. 

  3. The connector is now ready for use. The account that has been configured now, appears as a data source within the Administrator app, for the administrator to schedule the import or for on-demand sync.

Using Salesforce connector

Salesforce connector connects to Salesforce.com to fetch the users as configured and add them to Captivate Prime. 

Captivate Prime FTP connector

Using the FTP connector, you can integrate Captivate Prime 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 Captivate Prime 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 Captivate Prime Administrator to fetch employee details from the Captivate Prime FTP service and import them into Captivate Prime 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. Captivate Prime 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 Captivate Prime'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 Captivate Prime 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 Captivate Prime application. 

Configure Captivate Prime FTP connector

Learn the process to integrate Captivate Prime with FTP connector. 

Create a connection

  1. In Captivate Prime home page, hover mouse over the FTP card/thumbnail. A menu appears. Click Connect item in the menu.

    Connect option
    Connect option

  2. A dialog appears prompting you to enter the email id. Provide the email id of the person responsible for managing the Captivate Prime FTP account for the organization. Click Connect after providing the email id. 

  3. Captivate Prime sends you an email prompting the user to reset the password before accessing the FTP for the first time. The user must reset the password and use this for accessing the Captivate Prime FTP account.

    הערה:

    Only one Captivate Prime FTP account can be created for a given Captivate Prime account.

    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
    • Export Learner Transcripts - Configure a Schedule
    • Export Learner Transcripts - OnDemand
    Export options
    Export options

Import

Internal User

The import internal user option allows you to schedule the generation of user import report automatically. The generated reports are sent to you as .CSV files.

Map Attributes

Once connection is successfully established, you can map the columns of CSV files that will be placed in the FTP folder to the corresponding attributes of Captivate Prime. This step is mandatory. 

  1. In the Map Attributes page, on left side you can see Captivate Prime’s expected columns and on right side you can see the CSV column names. Initially, on the right side, you can see an empty select box. Import any template CSV by clicking Choose File.

  2. The above step populates the right side select drop-down list with all the CSV column names. Select the appropriate column name that maps to the Captivate Prime’s column name.

    הערה:

    The Manager field must necessarily be mapped to a field of type email address. Mapping all the columns is mandatory before the connector can be used.

  3. Click Save after completing the mapping. 

    The connector is now ready for use. The just configured account will now appear as a data source within the Administrator app for the Administrator to schedule the import or for on-demand sync.

     

Using the Captivate Prime FTP connector

1. The CSV files from external systems should be placed at the following path: 

$OPERATION$/$OBJECT_TYPE$/$SUB_OBJECT_TYPE$/data.csv

Note: In the July 2016 Release, only import of users is allowed. Therefore to use the FTP connector, you must ensure that the CSV files are placed in the following folder:
Home/import/user/internal/*.csv

2. The FTP connector takes all rows from CSV files, so it is important that the row corresponding to a user in one CSV does not appear in any other CSVs.

3. All CSVs should contain the columns specified in the mapping.

4. All the required CSVs should be present in the folder before the process begins. 

הערה:

While importing users into Captivate Prime, Administrator also need to know how users are managed in Captivate Prime. Refer to User Management Help to know more information. 

Export

Skills

There are two options to export User skill reports.

User Skills - On Demand: You can specify the  start date and export the report using the option .The report will be extracted from the date enterd till present.

On demand export option
On demand export option

User Skills - Configure: This option let's you schedule the extraction of the report. Select the Enable Schedule checkbox and specify the start date and time. You can also specify the interval at which you want the report to be generated and sent.

Configure export of report
Configure export of report

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

FTP folder to view files
FTP folder to view files

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

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

Exported .csv file
Exported .csv file

Learner Transcript

There are two options to export Learner Transcript reports.

On Demand: You can specify the start date and export the report using the option .The report will be extracted from the date enterd till present.
Generate on demand report
Generate on demand report

Configure: This option let's you schedule the extraction of the report. Select the Enable Schedule checkbox and specify the start date and time. You can also specify the interval at which you want the report to be generated and sent.

Configure a report
Configure a report

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

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

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

Exported .csv file
Exported .csv file

Lynda connector

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

Configure the Lynda connector

  1. From the Integrated Admin dashboard, click Lynda.

    You will see the tile with three options: Getting Started, Connect, and Manage Connections.

  2. If you are configuring the Lynda connector for the first time, click Connect.

    הערה:

    You must configure the Exavault FTP account before you configure this connector.

  3. From the connection page, specify a name for your connector. Enter the Appkey and the Secret key for your connection.

    הערה:

    You must contact your vendor to get the Appkey and the Secret key.

  4. Click Save.

    The configuration is saved and the Lynda connection for your account is added. You can now click Manage Connections from the Home page, and edit your configuration anytime.

  5. If you already have a connection established, click Manage Connections view all your connections.

    הערה:

    Migration feature must be enabled for your account before you configure this connector.

  6. Click the connection that you want to edit.

  7. From the left pane, click Configure. Do one of the following:

    • View or edit the details of your account, and the synchronization schedule from this window. You must select the Enable Connection checkbox if you want to enable this account. 
    • Click Edit and edit your credentials. Click Reset to undo your updates to this field.
    • Click Enable Schedule to schedule your synchronization. You can enter the start time and date, and then enter the frequency of your synchronization schedule in days. For example, enabling synchronization every 3 days.

    Click Save to save your changes.

    Configure the Lynda connector for Captivate Prime
    Configure the Lynda connector for Captivate Prime

  8. From the left pane, click On Demand Execution. This option allows you to import user feeds and other relevant data from Lynda. Enter the Start Date for the on demand execution, and click Execute to execute the synchronization. All the data from the start date till present is imported.

    • You can click Disable access to Captivate Prime during execution where the application will have a downtime during the synchronization.
    • If you click Enable access to Captivate Prime during execution, there is no disruption in service during synchronization.
    Perform on-demand execution for Lynda connector
    Perform on-demand execution for Lynda connector

  9. You can also click Execution Status from the left pane anytime to view the summary of all the runs for this connector, in a chronological order. You can view the start date and duration of the synchronization, the type of synchronization (whether it is on-demand synchronization) and status of the synchronization (whether the synchronization is in progress or is complete).

    הערה:

    When you delete and recreate a connection, the previous runs for the connector come up again. You can view all the runs before you deleted the connection.

    You can perform a rerun only for the latest synchronization.

    Click Execution Status to view the summary of all runs
    Click Execution Status to view the summary of all runs

getAbstract connector

The getAbstract connector can be 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 Captivate Prime. Read on to know how to configure this connector in Captivate Prime.

Configure the getAbstract connector

  1. From the Integrated Admin dashboard, click getAbstract.

    From the tile, you will see three options: Getting Started, Connect, and Manage Connections.

  2. If you are configuring the getAbstract connector for the first time, click Connect.

    הערה:

    You must configure the Exavault FTP account before you configure this connector.

    Ensure that you share this FTP credentials with your content provider to access the feeds.

  3. Enter a name for your connection in the Connection Name field.

    Enter the appropriate keys in the Client Id and Client Secret fields. You may have to contact your vendor to get the appropriate keys for this connector.

    The keys are required to get the course metadata for the courses consumed by the client.

  4. If you already have a connection established, from the Home page, click getAbstract > Manage Connections to view and edit your existing configuration.

    הערה:

    Migration feature must be enabled for your account before you configure this connector.

  5. Click the connection whose configuration you want to view or edit. 

    Configure the getAbstract connector for Captivate Prime
    Configure the getAbstract connector for Captivate Prime
  6. From the left pane, click Configure. Do one of the following:

    • View or edit the details of your account, and the synchronization schedule from this window. You must select the Enable Connection checkbox if you want to enable this account. 
    • Click Edit and edit your credentials. Click Reset to undo your updates to this field.
    • Click Enable Schedule to schedule your synchronization. You can enter the start time and date, and then enter the frequency of your synchronization schedule in days. For example, enabling synchronization every 3 days.
  7. Click Save.

    The configuration is saved and the getAbstract connection for your account is added.

  8. From the left pane, click On Demand Execution. This option allows you to import user feeds and other relevant data from getAbstract. Enter the Start Date for the on demand execution, and click Execute to execute the synchronization. All the data from the start date till present is imported.

    • You can click Disable access to Captivate Prime during execution where the application will have a downtime during the synchronization.
    • If you click Enable access to Captivate Prime during execution, there is no disruption in service during synchronization.
  9. You can also click Execution Status from the left pane anytime to view the summary of all the runs for this connector, in a chronological order. You can view the start date and duration of the synchronization, the type of synchronization (whether it is on-demand synchronization) and status of the synchronization (whether the synchronization is in progress or is complete).

    הערה:

    When you delete and recreate a connection, the previous runs for the connector come up again. You can view all the runs before you deleted the connection.

    You can perform a rerun only for the latest synchronization.

    For any type of synchronization to work, you must ensure that the user feed is present in the getAbstract FTP folder for the dates specified in the synchronization.

    See the following excel sheet, which is a sample user feed file from getAbstract. The file name should follow the format: report_export_yyyy_MM_dd_HHmmss.xlsx or report_export_yyyy_MM_dd.xlsx.

    הורד

Harvard ManageMentor connector

The Harvard ManageMentor connector can be 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 Prime, and can be configured to fetch learner progress data periodically. To configure this connector, perform the following procedure:

Configure the Harvard ManagerMentor connector

  1. From the Integrated Admin dashboard, click Harvard ManageMentor.

    From the tile, you will see three options: Getting Started, Connect, and Manage Connections.

  2. If you are configuring the Harvard ManageMentor connector for the first time, click Connect.

    הערה:

    You must also configure the Exavault FTP account before you configure this connector.

    Ensure that you share this FTP credentials with your content provider to access the feeds.

  3. In the Connection Name field, enter a name for your connection. Click Connect to save this connection.

  4. If you already have a connection established, from the Home page, click Harvard ManageMentor > Manage Connections. Click the connection that you want to edit to edit your existing configuration.

    הערה:

    Migration feature must be enabled for your account before you configure this connector.

    Configure the HarvardManage Mentor connector for Captivate Prime
    Configure the HarvardManage Mentor connector for Captivate Prime

  5. From the left pane, click Configure. Do one of the following:

    • View or edit the details of your account, and the synchronization schedule from this window. You must select the Enable Connection checkbox if you want to enable this account. 
    • Click Enable Schedule to schedule your synchronization. You can enter the start time and date, and then enter the frequency of your synchronization schedule in days. For example, enabling synchronization every 3 days.
  6. From the left pane, click On Demand Execution. This option allows you to import user feeds and other relevant data from Harvard ManageMentor. Enter the Start Date for the on demand execution, and click Execute to execute the synchronization. All the data from the start date till present is imported for this connection.

    • You can click Disable access to Captivate Prime during execution where the application will have a downtime during the synchronization.
    • If you click Enable access to Captivate Prime during execution, there is no disruption in service during synchronization.

    If you want to automate the synchronization every few days, specify the number of days in the Repeat No of Days field. Synchronization ensures that your account is updated with the latest version of the abstracts and summaries from Harvard ManageMentor.

  7. You can also click Execution Status from the left pane anytime to view the summary of all the runs for this connector, in a chronological order. You can view the start date and duration of the synchronization, the type of synchronization (whether it is on-demand synchronization) and status of the synchronization (whether the synchronization is in progress or is complete).

    הערה:

    When you delete and recreate a connection, the previous runs for the connector come up again. You can view all the runs before you deleted the connection.

    You can perform a rerun only for the latest synchronization.

    For the synchronization to be successful, you must ensure that at least one of the following files are present in the Harvard ManageMentor FTP folder:

    hmm12_metadata.xlsx: This file gives the course metadata for the Harvard ManageMentor connector. Ensure that you follow the naming convention when you upload the file.

    client_hmm12_20150125.xlsx: This is the user feed for the Harvard ManageMentor connector. The file naming convention that you must follow is client_hmm12_yyyyMMdd.xlsx.

    See the following two sample user feed and course feed files for this connector:

    הורד

Workday connector

Using the Workday connector, you can integrate Captivate Prime with Workday tenant to automate data synchronization.

Import

Map attributes

Integration Administrator can choose Workday columns and map them to corresponding Captivate Prime's group-able attributes. This is a one-time effort. 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 Captivate Prime Administrator to fetch employee details from Workday and import them into Captivate Prime automatically.

Filtering users

Captivate Prime Administrator can apply filtering to the users before importing them. For example, Captivate Prime 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.

הערה:

Skills from multiple prime accounts cannot be exported simultaneously using the same Workday account.

Scheduling

Administrator can set up scheduling tasks as per organization's requirements and users in the Captivate Prime 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 Captivate Prime application. 

Configure Workday connector

הערה:

Prerequisite: Request the Workday Administrator of your organization, to create an Integration System User (ISU) with the permissions as defined in the ISU_Permissions document. Download a copy from the link below.

הורד

Learn the process to integrate Captivate Prime with Workday connector. 

  1. In Captivate Prime home page, hover your mouse over the Workday tile. A menu appears. Click Connect item in the menu.

    Workday tile
    Workday tile
  2. A dialog appears prompting you to enter the credentials for the new connection. The following are fields you need to enter before you make the connection.

    • Connection name: Provide a connection name according to your preference.
    • Host URL: Integration admin can get the Host URL details from the corresponding Workday admin.
    • Tenant: The tenant is internal to your company. Your Workday admin will provide you the tenant details.
    • Username and password: The Workday admin creates an integrated system user (ISU) with the required security privileges and shares it with the integration admin.

    Note: Captivate Prime uses version 28.1 of Workday API.

    Configure Workday connector
    Configure Workday connector
  3. Click connect after entering information in all the relevant fields.

    הערה:

    You can also have multiple Workday connections synced to your Captivate Prime account.

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
Workday overview
Workday overview

Import

Map Attributes

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

The user attributes from Captivate Prime and Workday needs to be mapped before importing users. In the Overview page, use the Internal Users option under Import to provide the map attributes.

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

הערה:

Currently, Captivate Prime supports the import of 44 user attributes from Workday. Add additional attributes using the Active Fields in Prime.

Map attributes
Map attributes

Workday has four level of hierarchy while Captivate Prime 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 Captivate Prime together will be mapped in Workday under the skill item.

List of supported Workday attributes

wd:User_ID
wd:Worker_ID
wd:Personal_Data.wd:Name_Data.wd:Preferred_Name_Data.wd:Name_Detail_Data.@wd:Formatted_Name
wd:Personal_Data.wd:Name_Data.wd:Legal_Name_Data.wd:Name_Detail_Data.@wd:Formatted_Name
wd:Personal_Data.wd:Name_Data.wd:Legal_Name_Data.wd:Name_Detail_Data.wd:Prefix_Data.wd:Title_Descriptor
wd:Personal_Data.wd:Name_Data.wd:Preferred_Name_Data.wd:Name_Detail_Data.wd:Prefix_Data.wd:Title_Descriptor
wd:Personal_Data.wd:Name_Data.wd:Preferred_Name_Data.wd:Name_Detail_Data.wd:First_Name
wd:Personal_Data.wd:Name_Data.wd:Preferred_Name_Data.wd:Name_Detail_Data.wd:Last_Name
wd:Personal_Data.wd:Name_Data.wd:Legal_Name_Data.wd:Name_Detail_Data.wd:First_Name
wd:Personal_Data.wd:Name_Data.wd:Legal_Name_Data.wd:Name_Detail_Data.wd:Last_Name
wd:Personal_Data.wd:Contact_Data.wd:Address_Data.0.@wd:Formatted_Address
wd:Personal_Data.wd:Contact_Data.wd:Address_Data.0.wd:Postal_Code
wd:Personal_Data.wd:Contact_Data.wd:Address_Data.0.wd:Country_Region_Descriptor
wd:Personal_Data.wd:Contact_Data.wd:Phone_Data.0.@wd:Formatted_Phone
wd:Personal_Data.wd:Contact_Data.wd:Phone_Data.0.wd:Country_ISO_Code
wd:Personal_Data.wd:Contact_Data.wd:Phone_Data.0.wd:International_Phone_Code
wd:Personal_Data.wd:Contact_Data.wd:Phone_Data.0.wd:Phone_Number
wd:Personal_Data.wd:Primary_Nationality_Reference.wd:ID.1.$
wd:Personal_Data.wd:Gender_Reference.wd:ID.1.$
wd:Personal_Data.wd:Identification_Data.wd:National_ID.0.wd:National_ID_Data.wd:ID
wd:Personal_Data.wd:Identification_Data.wd:Custom_ID.0.wd:Custom_ID_Data.wd:ID
wd:User_Account_Data.wd:Default_Display_Language_Reference.wd:ID.1.$
wd:Role_Data.wd:Organization_Role_Data.wd:Organization_Role.0.wd:Organization_Role_Reference.wd:ID.1.$
wd:Employment_Data.wd:Worker_Job_Data.0.wd:Position_Data.wd:Position_Title
wd:Employment_Data.wd:Worker_Job_Data.0.wd:Position_Data.wd:Business_Title
wd:Employment_Data.wd:Worker_Job_Data.0.wd:Position_Data.wd:Business_Site_Summary_Data.wd:Name
wd:Employment_Data.wd:Worker_Job_Data.0.wd:Position_Data.wd:Business_Site_Summary_Data.wd:Address_Data.@wd:Formatted_Address
wd:Employment_Data.wd:Worker_Job_Data.0.wd:Position_Data.wd:Job_Classification_Summary_Data.0.wd:Job_Classification_Reference.wd:ID.1.$
wd:Employment_Data.wd:Worker_Job_Data.0.wd:Position_Data.wd:Job_Classification_Summary_Data.0.wd:Job_Group_Reference.wd:ID.1.$
wd:Employment_Data.wd:Worker_Job_Data.0.wd:Position_Data.wd:Work_Space__Reference.wd:ID.1.$
wd:Employment_Data.wd:Worker_Status_Data.wd:Active
wd:Employment_Data.wd:Worker_Status_Data.wd:Active_Status_Date
wd:Employment_Data.wd:Worker_Status_Data.wd:Hire_Date
wd:Employment_Data.wd:Worker_Status_Data.wd:Original_Hire_Date
wd:Employment_Data.wd:Worker_Status_Data.wd:Retired
wd:Employment_Data.wd:Worker_Status_Data.wd:Retirement_Date
wd:Employment_Data.wd:Worker_Status_Data.wd:Terminated
wd:Employment_Data.wd:Worker_Status_Data.wd:Termination_Date
wd:Employment_Data.wd:Worker_Status_Data.wd:Termination_Last_Day_of_Work
wd:Organization_Data.wd:Worker_Organization_Data.0.wd:Organization_Data.wd:Organization_Code
wd:Organization_Data.wd:Worker_Organization_Data.0.wd:Organization_Data.wd:Organization_Name
wd:Organization_Data.wd:Worker_Organization_Data.0.wd:Organization_Data.wd:Organization_Type_Reference.wd:ID.1.$
wd:Organization_Data.wd:Worker_Organization_Data.0.wd:Organization_Data.wd:Organization_Subtype_Reference.wd:ID.1.$
wd:Qualification_Data.wd:Education.0.wd:School_Name
wd:Qualification_Data.wd:External_Job_History.0.wd:Job_History_Data.wd:Job_Title
wd:Qualification_Data.wd:External_Job_History.0.wd:Job_History_Data.wd:Company
wd:Management_Chain_Data.wd:Worker_Supervisory_Management_Chain_Data.wd:Management_Chain_Data.0.wd:Manager.Employee_ID

Export

You can export all the skills achieved by a user from Captivate Prime to Workday. Note that only all active user skills are exported and Captivate Prime does not export retired skills. You can also connect multiple prime accounts to the same Workday connector. In case the skill names are same in two Captivate Prime accounts, they are mapped to the same skill in Workday. It is advisable to update skill names in all Captivate Prime Accounts before updating the skill in Workday in case two Prime accounts are using the same Workday account.

User Skills - Configure

This option lets you schedule the extraction of the report. Ensure that the Enable user-skill export using this connection checkbox is enabled. Select the Enable Schedule checkbox and specify the start date and time. You can also specify the interval at which you want the report to be generated and sent. Select the enable schedule checkbox and enter the Start date, Time and Repeat after 'n' number of days. Once done, click Save.

Configure user skills report
Configure user skills report

User Skills - On Demand

You can specify the start date and export the report using the option. The report will be extracted from the date entered till present. Enter the date from which you want to start generating the report and click Execute.

On demand user skills report
On demand user skills report

User Skills - Execution status

Here, you can view the summary of all the Tasks and get their status report. you can download error reports by clicking on error report link.

User skills execution report
User skills execution report

miniOrange connector

Using the miniOrange connector, you can integrate Captivate Prime with miniOrange tenant to automate data synchronization.

Import

Map attributes

Integration Administrator can choose miniOrange attributes and map them to corresponding Captivate Prime's group-able attributes. This is a one-time effort. 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 Captivate Prime Administrator to fetch employee details from miniOrange and import them into Captivate Prime automatically.

Filtering users

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

To set up miniOrange connector, please contact the Captivate Prime CSM team.

Configure miniOrange connector

  1. In Captivate Prime home page, hover mouse over the miniOrange card/thumbnail. A menu appears. Click Connect option in the menu.

    miniOrange thumbnail
    miniOrange thumbnail
  2. Click Connect to establish a new connection. The miniOrange connector page appears. Enter the details of your account you wish to map.

    Establish connection
    Establish connection
  3. If you wish to import miniOrnage user directly as a Prime internal user, use the Import Internal Users option.

    Import user to Prime
    Import user to Prime
  4. In the mapping page, on left side you can see Captivate Prime’s columns and on right side you can see the miniOrnage columns. Select the appropriate column name that maps to the Captivate Prime’s column name.

    Map attributes
    Map attributes
  5. To view and edit Data source, as an Administrator, click Settings > Data Source.

    The established miniOrange source would be listed. If you require to edit the filter, click Edit.

    Data source
    Data source
  6. You will receive a notification upon completion of import. To view or edit the import log, click Users > Import log.

BlueJeans connector

You can now integrate Captivate Prime with BlueJeans connector and use BlueJeans to host classes. BlueJeans lets you launch audio and video conference calls, video chats, and webinars.

Follow these steps to set up and use the connector.

  1. In Captivate Prime home page, hover the mouse over the BlueJeans card/thumbnail. A menu appears. Click Connect option from the menu.

    BlueJeans thumbnail
    BlueJeans thumbnail
  2. The BlueJeans connector page opens. Enter the details of your account into respective fields to integrate Captivate Prime and BlueJeans for synchronization of user feed. You can get the details from the administrator of your BlueJeans account.

    BlueJeans connector page
    BlueJeans connector page

    הערה:

    As a learner, while enabling the connector, use the same email id used for your Captivate Prime account to enable user feeds back into Captivate Prime.

  3. Once the connection is established, as an Author, create a VC course with BlueJeans as the conferencing system.

    Conferencing systems
    Conferencing systems
  4. 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 Captivate Prime account to view the program details and take the course.

  5. When the course is complete, the completion report is sent to Captivate Prime. The administrator can see the completion report to check the attendance and score of the learners.

    Attendance and scoring report
    Attendance and scoring report

Box connector

Using the BOX connector, you can integrate Captivate Prime 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 Captivate Prime 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, Captivate Prime FTP connector.

Data Import

User import process allows Captivate Prime Administrator to fetch employee details from the Captivate Prime Box service and import them into Captivate Prime 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. Captivate Prime 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 Captivate Prime'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 Captivate Prime 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 Captivate Prime application. 

Configure Box connector

Learn the process to integrate Captivate Prime with Box connector. 

  1. In Captivate Prime home page, hover mouse over the Box card/thumbnail. A menu appears. Click Connect item in the menu.

    Connect option
    Connect option
  2. A dialog appears prompting you to enter the email id. Provide the email id of the person responsible for managing the Captivate Prime Box account for the organization. Click Connect after providing the email id. 

  3. Captivate Prime sends you an email prompting the user to reset the password before accessing the Box for the first time. The user must reset the password and use this for accessing the Captivate Prime Box account.

    הערה:

    Only one Captivate Prime Box account can be created for a given Captivate Prime account.

    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
    • Export Learner Transcript - Configure a Schedule
    • Export Learner Transcript - OnDemand

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

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

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

הערה:

The access permissions and the content in the Box folder shared by the Captivate Prime team should be managed by the customer. Also note that the content in the folder would be physically stored in Frankfurt region.

LinkedIn Learning connector

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

Configure LinkedIn Learning connector

  1. From the Integration Admin dashboard, click LinkedIn Learning. The Getting Started, Connect, and Manage Connections options are shown.

  2. If you are configuring the LinkedIn Learning connector for the first time, click Connect.

    הערה:

    You must configure the Exavault FTP account before you configure this connector.

    Configure connection
    Configure connection
  3. From the connection page, specify a name for your connector. Enter the Appkey and the Secret key for your connection.

    הערה:

    The enterprise admin can generate a new application from the LinkedIn Learning Admin portal to get the Appkey and the Secret key.

  4. Click Save.

    The configuration is saved and the LinkedIn Learning connection for your account is added. You can now click Manage Connections from the Home page, and edit your configuration anytime.

  5. If you already have a connection established, click Manage Connections view all your connections.

    הערה:

    Migration feature must be enabled for your account before you configure this connector.

  6. Click the connection that you want to edit.

  7. From the left pane, click Configure. Do one of the following:

    • View or edit the details of your account, and the synchronization schedule from this window. You must select the Enable Connection checkbox if you want to enable this account. 
    • Click Edit and edit your credentials. Click Reset to undo your updates to this field.
    • Click Enable Schedule to schedule your synchronization. You can enter the start time and date, and then enter the frequency of your synchronization schedule in days. For example, enabling synchronization every 3 days.

    Click Save to save your changes.

  8. From the left pane, click On Demand Execution. This option allows you to import user feeds and other relevant data from LinkedIn. Enter the Start Date for the on demand execution, and click Execute to execute the synchronization. All the data from the start date till present is imported.

    • You can click Disable access to Captivate Prime during execution where the application will have a downtime during the synchronization.
    • If you click Enable access to Captivate Prime during execution, there is no disruption in service during synchronization.
    On demand execution of report
    On demand execution of report
  9. You can also click Execution Status from the left pane anytime to view the summary of all the runs for this connector, in a chronological order. You can view the start date and duration of the synchronization, the type of synchronization (whether it is on-demand synchronization) and status of the synchronization (whether the synchronization is in progress or is complete).

    Report execution status
    Report execution status

    הערה:

    When you delete and recreate a connection, the previous runs for the connector come up again. You can view all the runs before you deleted the connection.

    You can perform a rerun only for the latest synchronization.

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 Prime within Power BI. During configuration, the integration administrator can set up their Power BI workspace to be incrementally populated with two live datasets - 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.

Configuration
Configuration
  1. Visit https://dev.powerbi.com/apps and sign in to your Power BI account.

  2. Provide your desired name for the app.

  3. In the App type option, select Server-side Web app.

  4. In the Redirect URL option, enter the following URL:

    https://captivateprime.adobe.com/ctr/app/azure/_callback

  5. In the Home URL option, enter the following URL:

    https://captivateprime.adobe.com

  6. In the permissions option, choose Read All dataset and Read and Write all dataset.

  7. Click on the Register app and store the Client Id and Client Secret.

    הערה:

    Obtaining Tenant: Contact your Power BI admin to provide the tenant name. For Adobe, the tenant name is adobe.onmicrosoft.

    Obtaining the Workplace Id: Workplace creation is possible for Power BI Pro users only. You can create a workplace in the Power BI and get the Id from the URL.

You can export Learner Transcripts and User Skills 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 wish to schedule the extraction of the report. Select the Enable Schedule checkbox 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 configure
Export configure

Export on demand: You can specify the  start date and export the report using the option.The report will be extracted from the date enterd till present.

Export on demand
Export on demand

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

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