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Captivate Prime Connectors

Last updated on May 25, 2022 05:08:03 AM GMT

Learn on how to integrate various connectors in Captivate Prime

Overview

Enterprises have other applications and systems which have 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. It also performs exporting of data to external systems from Captivate Prime.

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. 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 Captivate Prime.

Note:

Update: December 2020 update of Captivate Prime

For FTP, Box, and Custom FTP connectors, while exporting Learner Transcript or xAPI, you can also export the data as a zip file, for:

Learner Transcripts
xAPI

On this page:

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. 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

To integrate Salesforce with Captivate Prime, 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 Captivate Prime.

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

Create a connection

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

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

Upon successful connection, the overview 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.

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.

Note:

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

Click Save after completing the mapping.

The connector is now ready for use. The account that has been configured and appears as a data source within the Administrator app. The administrator can 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.

Import users from Salesforce contacts

Captivate Prime enhances the Salesforce connector to fetch Contacts as well as Salesforce Users and import them into Captivate Prime 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 Captivate Prime's group-able attributes. Once the mapping is completed, the same mapping is used in subsequent user imports.

On the connection page, click Import Internal Users.

On the Import Users page, there is a new option, Contacts. Click the radio button Contacts and you will see the following options.

If you click Yes, you can perform the following:

Choose Contacts column: Select the field that you want to import to Prime.
Specify values: Choose the values that represent the field selected.

Map the Salesforce columns with that of Prime.
To start importing, click Save.

If you click No. Import all Contacts, you can map the fields directly without filtering the contacts. Here, you’d import all contacts from Salesforce.
To start importing, click Save.

Export learning records

Captivate Prime 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 Captivate Prime, 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:

Download and install the packages to create the Custom Objects.
Rename the names of the Custom Objects in Salesforce.
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 Captivate Prime but not in Salesforce, will be created in Salesforce.

Note:

You can create multiple connections in one account. A single connection can serve up to three Custom Objects in Salesforce. If you want to create multiple connections for the same Salesforce account, you must install the three packages. We provide support up to three packages.

As many connections that you want to create, you must install as many packages.

Note:

On the Execution Status page for Salesforce, the number of records processed can only be checked from Salesforce. Captivate Prime displays the status as completed even when there is a partial export or failure in all the records that had been processed.

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.

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

To integrate FTP connector with Captivate Prime, learn the process.

Create a connection

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

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.

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 it for accessing the Captivate Prime FTP account.

Note:

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
Import xAPI
Export User Skills - Configure a Schedule
Export User Skills - OnDemand
Export Learner Transcripts - Configure a Schedule
Export Learner Transcripts - OnDemand

Import

The import internal user option allows you to import the users from a csv into a Captivate Prime on demand or scheduling.

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

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.

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.

Note:

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

Click Save after completing the mapping.

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

1. The CSV files from external systems must 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, 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. It is important that the row corresponding to a user in one CSV does not appear in any other CSVs.

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

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

Note:

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

The import xAPI options allows you to schedule the import of xAPI statements from third party services into Captivate Prime on demand.

From the configuration page, select an existing configuration that is available in the configuration list to import xAPI statements from the CSV. Click edit or add a new Configuration link to navigate to the configure Import-Sources page.

Configuration

In the Configure Import-Sources page, fill in the two fields i.e. Name and Source File Name. The source file name should match the file name that is provided in the FTP folder location.
Click Save to save your changes.

Filter

From the left pane, click Filter.
In the configure Import-Filter page, fill in the Name and Conditions fields to filter out the records. Click Add new Filter to add another filter. You can save or delete a filter by clicking Save or Delete option under the Actions column.

Mapping

From the left pane, click Mapping.
In the Import xAPI Statements-Configuration-Mapping page, on the left side you can see the xAPI JSON field path names which needs to be mapped with the CSV column names.
By default, the three JSON path field names that need to be mapped with the CSV column names are actor.mbox, verb.id, and object.id. You can add other fields to map by clicking Add a new Mapping.
Select the type of column name that you are mapping with the Json field path name (whether it is string, number, Boolean, or date type).
Click save after completing the mapping. The xAPI import can now be imported on schedule or On demand.

From the left pane, click Configure Schedule. Click Enable Schedule to schedule the import of xAPI statements.

You can enter the start time and date, and then enter the frequency of your xAPI import schedule in days. For example, enabling xAPI import for every 3 days.

Import xAPI statements - Configure Schedule

From the left pane, click On Demand Execution.

From the left pane, click Execution Status 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 time taken to import xAPI, the type of import (whether it is on demand or scheduled) and the status of the import (whether the xAPI import is in progress or has completed or has failed).

Import xAPI statements - Execution Status

Export

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 is extracted from the date entered until present.

User Skills - Configure: This option let's you 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.

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

Configure: This option let's you 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.

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 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

From the Integrated Admin dashboard, click Lynda.

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

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

Note:

Configure the Exavault FTP account before you configure this connector.

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

Note:

Contact your vendor to get the Appkey and the Secret key.

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.

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

Note:

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

Click the connection that you want to edit.

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. Select the Enable Connection check box if you want to enable this account.
Click Edit and edit your credentials. To undo your updates to this field click Reset
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 three days.

Click Save to save your changes.

Configure the Lynda connector for Captivate Prime

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 until present is imported.

You can click Disable access to Captivate Prime during execution where the application has 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

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).

Note:

When you delete and re-create 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.

To view the summary of all runs click Execution Status

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 Captivate Prime. Read on to know how to configure this connector in Captivate Prime.

Configure the getAbstract connector

From the Integrated Admin dashboard, click getAbstract.

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

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

Note:

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.

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

Enter the appropriate keys in the Client Id and Client Secret fields. 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.

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

Note:

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

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

Configure the getAbstract connector for Captivate Prime

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. Select the Enable Connection check box if you want to enable this account.
Click Edit and edit your credentials. To undo your updates to this field click Reset
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 three days.

Click Save.

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

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 until present is imported.

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

Note:

When you delete and re-create 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, 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 filename must follow the format: report_export_yyyy_MM_dd_HHmmss.xlsx or report_export_yyyy_MM_dd.xlsx.

Download

Get file

getAbstract user feed sample excel sheet

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

Configure the Harvard ManagerMentor connector

From the Integrated Admin dashboard, click Harvard ManageMentor.

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

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

Note:

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.

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

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

Note:

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

Configure the HarvardManage Mentor connector for Captivate Prime

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. Select the Enable Connection check box 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 three days.

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 until present is imported for this connection.

You can click Disable access to Captivate Prime during execution where the application has 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.

Note:

When you delete and re-create 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, 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: It is the user feed for the Harvard ManageMentor connector. The file naming convention that follows is client_hmm12_yyyyMMdd.xlsx.

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

Download

Get file

Course metadata file for the Harvard ManageMentor connector

Get file

User feed for the Harvard ManageMentor connector

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. 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.

Note:

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

Scheduling

Configure Workday connector

Note:

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.

Download

Get file

Download a copy of integration system user (ISU) security.

To integrate Workday connector with Captivate Prime, learn the process.

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

A dialog appears prompting you to enter the credentials for the new connection. Before you make the connection, enter the following fields.

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 provides you the tenant details.
User name 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.

Click connect after entering information in all the relevant fields.

Note:

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

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.

Before importing users, the user attributes from Captivate Prime 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 Captivate Prime credentials under Adobe Captivate Prime column. Use the drop downs to select the correct credentials for the columns under Workday.

Note:

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

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 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 are mapped in Workday under the skill item.

Note:

You can add additional Workday attributes. Contact your CSAM to get the attributes added.

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. 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. Before updating the skill in Workday, in case two Prime accounts are using the same Workday account, it is advisable to update skill names in all Captivate Prime Accounts.

This option lets you schedule the extraction of the report. Ensure the Enable user-skill export using this connection check box is enabled. 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. Select the enable schedule check box and enter the Start date, Time, and Repeat after 'n' number of days. Once done, click Save.

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

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

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. 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

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

Configure miniOrange connector

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

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

If you want to import miniOrnage user directly as a Prime internal user, use the Import Internal Users option.

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.

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.

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

Video conferencing connectors (Bluejeans Meetings and Zoom)

You can now integrate Captivate Prime 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.

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

The BlueJeans/ Zoom connector page opens. Enter the details of your account into respective fields to integrate and synchronize the user feed. You can get the details from the administrator of your connector account.

Note:

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.

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

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.

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.

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

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

Configure Box connector

To integrate Box connector with Captivate Prime, learn the process.

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

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.

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 it for accessing the Captivate Prime Box account.

Note:

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
Import xAPI Activity Reports
Export User Skills - Configure a Schedule
Export User Skills - OnDemand
Export Learner Transcript - Configure a Schedule
Export Learner Transcript - OnDemand

Import

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.

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

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.

Note:

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

Click Save after completing the mapping.

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

The xAPI Report Activity option allows you to generate the import of xAPI statements from the third party services. The files are saved as .CSV files and then converted to xAPI statements while importing to Captivate Prime.

From the configuration page, select an existing configuration that is available in the configuration list to import xAPI statements from the CSV. Click edit or Add a new Configuration link to navigate to the Import xAPI Statements-Configuration-Source File page.

Configuration

In the Configure Import-Sources page, fill in the two fields i.e. Name and Source File Name. The source file name should match the file name that is provided in the FTP folder location.
Click Save to save your changes.

Filter

From the left pane, click Filter
In the configure Import-Filter page, fill in the Name and conditions field to filter out the records. Click Add new filter to add another filter. You can save or delete a filter by clicking save or delete option under the Actions column.

Mapping

From the left pane, click Mapping.
In the Configure Import-Mapping page, on the left side you can see the xAPI Json field path names which needs to be mapped with the CSV column names.
By default, the three Json path field names that need to be mapped with the CSV column names are actor.mbox, verb.id, and object.id. You can add other fields to map by clicking Add new Mapping.
Select the type of column name that you are mapping with the Json field path name (whether it is string, number, Boolean, or date type).
Click save after completing the mapping. The xAPI import can now be imported on schedule or On demand.

From the left pane, click Configure Schedule. Click Enable Schedule to schedule the import of xAPI statements. You can enter the start time and date, and then enter the frequency of your xAPI import schedule in days. For example, enabling xAPI import for every 3 days.

From the left pane, click On Demand Execution.

1. The CSV files from external systems must 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 Box connector, ensure that the CSV files are placed in the following folder:
Home/import/user/internal/*.csv

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

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

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

Note:

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

Export

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 is extracted from the date entered until present

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

Note:

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

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.

Note:

Any connector or migration, which uses FTP/Box as data source , all the csv files that are processed will be deleted.

The csv for the content connectors, for example, LinkedIn, will be deleted after seven days, while the csv for import users will be deleted immediately.

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 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.

Note:

The learning time spent in LinkedIn Learning courses is communicated by the LinkedIn content/LinkedIn platform to Captivate Prime learning platform. If LinkedIn learning does not send the learning time, it cannot be recorded by our learning platform. In such case, learning time spent displayed by Captivate Prime is zero.

Configure settings in Linkedln Learning portal

Click admin from the top navigation panel.

Click settings tab from the next window.

Select Playback Integration from the left navigation panel and then click the Integration tab.

Click LMS Content Launch Settings to expand its settings.

Add the following three host names: captivateprime.adobe.com, captivateprimelrs.adobe.com, cpcontents.adobe.com

Select Enable AICC Integration.

Linkedin Learning configurations — Linkedin learning configurations

Configure LinkedIn Learning connector

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

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

Note:

Configure the Exavault FTP account before you configure this connector.

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

Note:

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

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.

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

Note:

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

Click the connection that you want to edit.

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. Select the Enable Connection check box if you want to enable this account.
Click Edit and edit your credentials. To undo your updates to this field click Reset.
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 three days.

Click Save to save your changes.

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 until present is imported.

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

Note:

When you delete and re-create 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.

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 Captivate Prime.

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.

Power BI connector

Note:

Captivate Prime supports integration with only commercial license of Microsoft Power BI. It does not integrate with Microsoft Power BI on Government cloud.

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 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.

Launch https://app.powerbi.com/embedsetup.

Click Embed for your organization and sign in to your Microsoft account.

Enter the name of the app.

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

In the Redirect URL section, select the option Use a custom URL (Choose this if you know the target application’s URL). Enter the following URL:

https://captivateprime.adobe.com/ctr/app/azure/_callback (update the domain based on the environment)

In the Home URL field, enter the following URL, https://captivateprime.adobe.com.

In the permissions section, select Read All data set and Read and Write all data set.

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

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 Captivate Prime

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.

Note:

All the exported data will go into a dataset that is created by Adobe in your Power BI account.

Note:

xAPI export into Power BI fails if few of the xAPI statements in LRS does not have a json path which is configured for exporting. For the xAPI statements where the json path is not available the N/A constant value should be added and shown in Power BI.

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

Captivate Prime 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

Captivate Prime also provides readymade Power BI templates. These templates provide better analytics capability to Adobe Captivate Prime 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.

Download the templates

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

Note:

Pre-requisites:

To set up your custom FTP, contact your CSM. The CSM will provide the required details of setting up the FTP.

Setting up the FTP involves a lead time and requires IT support to allow the list of IPs and ports, and also create certain folders with specific permissions on your FTP server.

Captivate Prime provides the ability to connect to your custom FTP location.

Your FTP will support these:

Data Import

Map attributes

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

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.

Note:

A custom FTP connector can be configured with only SFTP servers.

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

Click App Registrations > New Application registrations.

Enter Name and Sign-on URL. In Captivate Prime, there is no specific URL requirement. You can use any URL. Create the application.

Go to Settings > Keys.

Enter a key name and the expiry date. The App Secret is displayed. Make sure that you save it since it appears only once.

Grant permission to the app using the following steps:

Select the newly created Application.
Open Settings > API Access (Permission required).
Select Add > Select API > Microsoft Graph API.
Select the following permissions:

Minimum Permissions Required for Captivate Prime:

A) Read Directory Data (in Application Permissions).

B) Read All User's full Profile (in Application Permissions).

After Selecting Permissions for Microsoft Graph API, Click Grant Permissions.

Import

Map attributes

Integration Administrator can choose ADFS attributes and map them to corresponding Captivate Prime'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 Captivate Prime Administrator to fetch employee details from ADFS and import them into Captivate Prime automatically.

Filtering users

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

Configure ADFS connector

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

Click Connect to establish a new connection. The ADFS connector page appears. Enter the details of your account you want to map.

If you want to import ADFS user directly as a Prime internal user, use the Import Internal Users option.

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

To view and edit data source, as an Administrator, click Settings > Data Source.

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

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

Adobe Connect

On Adobe Connect, click the three dots on the card, and choose Connect.

Click the Configure Now link in Adobe Connect Configuration section.

Provide your company's Adobe Connect domain name and log in credentials.

A sample Adobe Connect URL: mycompany.adobeconnect.com

You must provide the email id of the Adobe connect account's Administrator.

Note:

Only Adobe hosted connect accounts are supported in Captivate Prime. Example; '.adobeconnect.com'.

Click Integrate.

After authenticating the email id, Captivate Prime displays the message as Connect is successfully integrated. You can start viewing your virtual classroom courses using Adobe Connect automatically.

After the Connect account admin has authenticated his/her email id, the request goes for approval from the Adobe Connect back-end team. It usually takes a day or two for the integration to be approved and set up.

Note:

Adobe Connect account administrator should accept the Terms and Conditions of using Adobe Connect. If this is not accepted, your login authentication may fail. After creating the Adobe Connect account, log in to the account once. During first time login, a terms and conditions page appears.

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 Captivate Prime 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 Captivate Prime virtual classroom modules. A new Connect meeting room is dynamically created by Prime for each virtual classroom module or session within Prime.

Note:

You must purchase Adobe Connect separately, apart from Adobe Captivate Prime.

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.

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

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 Prime and integrate it with existing reporting workflow so that Prime 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.

Captivate Prime - Author

The Author creates a course in Prime 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.

Captivate Prime - 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.

Captivate Prime - Learner

The learner closes the session and the session syncs automatically.

Captivate Prime - 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 Prime 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

Captivate Prime 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 Prime Account. It also associates learning behaviors of the user in Prime (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 Prime and use features of Marketo Engage like "Smart Lists".

As an Integration Admin, you can integrate Captivate Prime 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 Captivate Prime 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

Note:

You can get the Client Id and secret from the Marketo Engage app. On the Marketo app, you can get the Client id and secret from the LaunchPoint section, and the Marketo Domain from the WebServices section.

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

A new user is added to Prime
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 Captivate Prime. The fields under the column Marketo are what Marketo provides. Using both the columns, you can map any field in Prime to that from Marketo. From a Prime 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.

BlueJeans Events

BlueJeans Events connector connects Captivate Prime 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 Captivate Prime 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 Captivate Prime 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.

Credentials for BlueJeans Event Connector

Workflow

The BlueJeans Event moderator creates an event from within BlueJeans.

The author creates BlueJeans event course using the BlueJeans event url, which is created in future dates.

Since BlueJeans events have a similar title for multiple events, the author must append the event attendee url to the room name, so that he/she can choose the appropriate event.

The format to enter event url: event name--event attendee url

Once the author enters the BlueJeans event url, the date and time will be auto populated.

Add an instructor to the event. The instructor will now have elevated privileges as a Presenter in a BlueJeans event.

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 Prime would become the presenters within BlueJeans events.

Note:

All users must belong to the same enterprise in BlueJeans Events App.

Note:

We've added a caching mechanism that improves the overall user experience. It is applicable when you select additional event creators. In this mode, the events are fetched the first time when an author searches for an event. The cache persists for 30 mins so that authors know how long they must wait to fetch the new 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 Captivate Prime uses a virtual classroom connector that can be used to integrate Microsoft Teams meetings into Captivate Prime.

Microsoft Teams connector connects the Captivate Prime 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 Captivate Prime account with your Microsoft Teams account. Once integrated, the connector enables an Author in Captivate Prime to use Microsoft Teams as the technology service provider for the Virtual Classroom modules created in Captivate Prime.

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 Captivate Prime Administrator to automatically fetch the completion records and recording URL for the Teams meeting.

For more information, see Install Microsoft Teams connector in Adobe Captivate Prime.

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