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 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. 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. 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.

Integration Admin home page - Connectors
Integration Admin home page - 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. 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

  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 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. 

  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

    Not:

    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.

  2. Click Save after completing the mapping. 

  3. 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.

    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. 

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

  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 it for accessing the Captivate Prime FTP account.

    Not:

    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
    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. It is 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.

    Not:

    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.

  3. 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.

     

Using the Captivate Prime FTP connector

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. 

Not:

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. 

Import xAPI

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

Configurations required to import xAPI

  1. 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.
    Configure
    Configure

    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.
    Filter
    Filter

    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.
    Mapping
    Mapping
  2. 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
    Import xAPI statements - Configure Schedule
  3. From the left pane, click On Demand Execution.  

    Import xAPI statements- On Demand
    Import xAPI statements- On Demand
  4. 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
    Import xAPI statements - Execution Status

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 is extracted from the date entered until 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 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.

Configure export of report
Configure export of report

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.

FTP folder to view files
FTP folder to view files

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

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 optionThe report is extracted from the date entered until 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 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.

Configure a report
Configure a report

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

Exported .csv file
Exported .csv file

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

  1. From the Integrated Admin dashboard, click Lynda.

    You 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.

    Not:

    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.

    Not:

    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.

    Not:

    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. 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
    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 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
    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).

    Not:

    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
    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

  1. From the Integrated Admin dashboard, click getAbstract.

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

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

    Not:

    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. 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.

    Not:

    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. 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.
  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 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.
  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).

    Not:

    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.

    İndir

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

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

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

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

    Not:

    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 your existing configuration.

    Not:

    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. 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.
  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 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.

  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).

    Not:

    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:

    İndir

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.

Not:

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

Not:

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.

İndir

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

  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. 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.

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

    Not:

    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.

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.

Not:

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

Map attributes
Map attributes

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.

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. 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.

User Skills - Configure

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.

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 is extracted from the date entered until 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 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. 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, 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 want to map.

    Establish connection
    Establish connection
  3. If you want 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 receive a notification upon completion of import. To view or edit the import log, click Users > Import log.

Video conferencing connectors (Bluejeans 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.

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

    BlueJeans/ Zoom thumbnail
    BlueJeans/ Zoom thumbnail
  2. 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.

    Connector page
    Connector page

    Not:

    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/ Zoom 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

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

  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 it for accessing the Captivate Prime Box account.

    Not:

    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

xAPI Activity Report

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.

Configurations required to import xAPI

  1. 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.

    Edit or Add a new configuration
    Edit or Add a new configuration

    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.
    Configure
    Configure

    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.
    Filter
    Filter

    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.
    Mapping
    Mapping
  2. 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
    Import xAPI statements - Configure Schedule
  3. From the left pane, click On Demand Execution.  

    Import xAPI statements - On Demand
    Import xAPI statements - On Demand
  4. 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
    Import xAPI statements - Execution Status

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 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 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

Not:

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.

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.

Configure settings in Linkedln Learning portal

  1. Login into Linkedln Learning LMS as an admininstrator.

  2. Click admin from the top navigation panel.

  3. Click settings tab from the next window.

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

  5. Click LMS Content Launch Settings to expand its settings.

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

  7. Select Enable AICC Integration.

    Linkedin Learning configurations
    Linkedin learning configurations

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.

    Not:

    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.

    Not:

    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.

    Not:

    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. 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.

  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 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.
    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

    Not:

    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.

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 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.

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 data set and Read and Write all data set.

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

    Not:

    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, 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 configure
Export configure

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.

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 data sets option.

Export xAPI Activity Reports in Captivate Prime

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

PowerBI - Export xAPI Activity Report
PowerBI - 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.
xAPI Export Configure Schedule
xAPI Export Configure Schedule

On Demand

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

xAPI Export On Demand
xAPI Export On Demand

Not:

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

Not:

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. 

xAPI Export Execution Status
xAPI Export Execution Status

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

  1. Click App Registrations > New Application registrations.

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

  3. Go to Settings > Keys.

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

  5. Grant permission to the app using the following steps:

    1. Select the newly created Application.
    2. Open Settings > API Access (Permission required).
    3. Select Add > Select API > Microsoft Graph API.
    4. 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).

  6.  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

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 ADFS connector,  contact the Captivate Prime CSM team.

Configure ADFS connector

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

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

    Establish connection
    Establish connection
  3. If you want to import ADFS 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 ADFS 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 ADFS source would be listed. If you require to edit the filter, click Edit.

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

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