3 Setting the foundation01 Introduction To MasteryC2_

,IntroductiontoMasteryTraining,UploadLogos,StaticContent,andDeepLinking,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Agenda,Overview,PersonalizingtheInstanceOverview,SuccessFactors(SF)allowsuploadinglogos,staticcontent,anddeeplinkingwithintheinstance.Uploadinglogoscanbedonebyadministrators;however,uploadingstaticcontentanddeeplinkinghastobedonebytheSuccessFactorsPSorCSconsultants.AlogoisdefinedasacustomerlogotobeusedatthetopofthescreenoftheapplicationStaticContentisdefinedasanyfile(s)tobeusedbyacustomerwithintheinstance,UploadLogosUsingAdminTools,AddCompanyLogo,SetyourSuccessFactorsinstancetodisplayyourcompanylogoontheloginpageandatthetopofeachformYourlogomustbepostedonaWebserverforaccessRecommendation:HaveyourlogohostedonSuccessFactorsserverstoensureasecureandconsistentenvironment;howeveryoucanreferencealogofromanyWebserveropentothepublic.ContactCustomerSuccesstohelpyoudeterminethebestplacetoreferenceyourcompanylogobasedonyourbusinessneeds.Forbestresults,prepareyourlogoasfollows:Fileformat:TransparentGIFDimensions:Pixels:170widex60highColormode:RGB,UploadCompanyLogo,Foradministratorstouploadthecompanylogo:LogintoSuccessFactorsandaccessAdminTools.NavigatetoCompanySettingsCompanySystemandLogoSettings.IntheURLoftheCompanyLogofield,entertheabsoluteURLofyourlogofile.Forexample,www.MyC,UploadLogosandStaticContentUsingFTP,UploadingLogosandStaticContent,ThisprocesstypicallyinvolvesProfessionalServices(PS)orCustomerSuccess(CS)Consultantstouploadthelogoandstaticcontenttoastagingarea.Alogoisdefinedasacustomerlogotobeusedintheuppercornersoftheapplication.Staticcontentisdefinedasanyfile(s)oftype:HTMLWordDocExcelDocPFFFilesCustomImagesStaticcontentmaybereferencedwithindocuments,fromthewelcomeportlet,etc.,UploadingUsingFTPtoSalesDemo,ConnecttotheSuccessFactorVPN.Note:YoumustbeconnectedtoVPNforthistowork.ConnecttotheftpserverviaWindowsExplorer,notInternetExplorer.UsethefollowingURLftp:/or2.Note:Onceyouconnect,itshouldpromptyouforausernameandapassword.DonotselecttheSavePasswordcheckboxasthiswillmakeitdifficultforyoutologintootherFTPsites.NavigatetofolderwiththelogosthatneedtobeuploadedtoSalesDemoandcopythelogofile(s).GobacktotheWindowsExplorerdirectorywindowyouusedtoconnecttotheFTPserver,andnavigatetothefolderdocroot-salesdemo-public_html.Locateandopenthelogofolderforlogosordoc-customforstaticcontent.Rightclickthebrowserwindow,select,andpastethelogo.Youshouldseethelogosuploadedtothislocation.,Username:salesuploadPassword:tqdi4fuA,LogosandStaticContenttoaSalesdemoInstanceAdministration,Typically,alogouploadedtothestaginglocationshouldbeavailableintheinstanceinapproximately30minutesthroughtheURL:NJSalesdemo:AZSalesdemo:URLforstaticcontentupload:NJSalesdemo:/AZSalesdemo:/,ConfluenceSiteforLatestInformation:,UploadingUsingFTPtoProduction,ConnecttotheSuccessFactorVPN.Note:YoumustbeconnectedtoVPNforthistowork.ConnecttotheftpserverviaWindowsExplorer,notInternetExplorer.UsethefollowingURLftp:/or2.Note:Onceyouconnect,itshouldpromptyouforausernameandapassword.DonotselecttheSavePasswordcheckboxasthiswillmakeitdifficultforyoutologintootherFTPsites.NavigatetofolderwiththelogosthatneedtobeuploadedtoSalesDemoandcopythelogofile(s).GobacktotheWindowsExplorerdirectorywindowyouusedtoconnecttotheFTPserver,andnavigatetothefolderdocroot-pm-public_html.Locateandopenthelogofolderforlogosordoc-customforstaticcontent.Forstaticcontent,createasubfolderusingthecustomerinstanceIDinthedoc-customdirectory.Rightclickthebrowserwindow,select,andpastethelogo.Youshouldseethelogosuploadedtothislocation.,Username:produploadPassword:UxqXBCi3,LogosandStaticContenttoaProductionInstanceAdministration,Typically,alogouploadedtothestaginglocationshouldbeavailableintheproductioninstanceinapproximately30-60minutesthroughtheURL:NJSalesdemo:,BestPractices:ManagingLogosinaProductionInstance,Allstaticcontentmustresideinacustomer-specificdirectoryIfyoudonotseeacustomerdirectory,pleasecreateanewdirectorywithineitherofthefollowingareasusingthecustomerscompanyIDasthedirectoryname/logodirectory/doc/customdirectoryDirectorynamemustbecasesensitive(e.g.,/doc/custom/borland)Placeallcustomerspecificcontentinthisdirectory,ConfluenceSiteforLatestInformation:,ConfluenceSiteforEUProductionUpload:LatestInformation:,DeepLinking,DeepLinkingOverview,DeepLinkingallowsyoutolinktoaspecificspotintheSuccessFactorsinstancefromeitherwithintheinstanceorfromacustomerportaltotheinstanceExamplesincludes,linkingfromthecustomerportaltothehomepageortoanemployeeprofilepageCustomerscanalsoutilizethisontheirreviewform,wheretheycanlinkdirectlytoabackgroundelementwhichcanbeupdatedandsavedAdvantage:YougettoyourownemployeeprofileandnotnecessarilythatofthesubjectoftheformProvidesflexibilitytothecustomerstobemorespecificwiththeirlinkswithintheirSuccessFactorsinstance,DeepLinkingAdministration,Tousedeeplinkingsuccessfully,acustomerITdepartmentmustwriteaprogramorascripttoplacethecompanyname,username,andpasswordinthestringThecustomerITdepartmentmustalsotaketheresponsibilitytoenterinthedeeplinksintheirowncustomerportalorareaoutoftheinstancethattheywanttodeeplinkfromThiscouldthenbeutilizebyanyoneclickingthelinkinthespecificcustomerportaltobedirectedtoapagewithintheirSuccessFactorsinstanceDeeplinkingsupportsbothloginswithandwithoutSSO,DeepLinkingNon-SSOExample1,SampleURLsLinkingtotheSuccessFactorsHomePagewithoutgoingthroughtheloginprocessReplaceEnterCompanyIDwiththeappropriatecompanyID.ReplaceEnterUsernamewiththeappropriateusername.ReplaceEnterPasswordwiththeappropriatepassword.,ForSalesdemo:https:/salesdemo4.username=EnterUsername&password=EnterPassword,ForProduction:https:/performancemanager4.username=EnterUsername&password=EnterPassword,DeepLinkingNon-SSOExample2,LinkingtotheSuccessFactorsGoalstabwithoutgoingthroughtheloginprocessReplaceEnterCompanyIDwiththeappropriatecompanyID.Replac