Taleo Reporting And Analytics

Taleo Reporting And Analytics

Configuration Guide

Software Version: 12A

Document Version: 1.1

March 2012

Configuration Guide March 2012

TALEO CONFIDENTIAL INFORMATION Page ii

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© Taleo Corporation 2012 Do not reproduce without the written permission of Taleo Corporation


TALEO CONFIDENTIAL INFORMATION Page iii

Table of Contents To go directly to a specific section, click the corresponding heading in the table of contents.

Confidential Information .................................................................................................................................... i

Introduction ..................................................................................................................................................... 4

Self Service Configurations ............................................................................................................................. 4 Configure Native Analytics Power User Accounts via Seat Permissions .................................................... 4 Configure Business Objects Analytics End Users ...................................................................................... 5 Configure Business Objects Reporting End Users ..................................................................................... 6 Configure Business Objects Secured Folders ............................................................................................ 6 Change Report Developer Password ......................................................................................................... 7 Configure Reporting / Analytics User Groups ............................................................................................. 7 Make Recruiting UDFs Available For Reporting ......................................................................................... 8 Make Performance Management UDFs Available For Reporting ............................................................... 9 Make Onboarding UDFs Available For Reporting .....................................................................................10 Install Web Intelligence Rich Client Standalone ........................................................................................10 Install Web Intelligence Rich Client & Desktop Intelligence ....................................................................... 11 Change Ownership of Native Analytics Content from Source to Target User ............................................12 Infoview User Preferences ........................................................................................................................13

Configurations Requiring Taleo Support.........................................................................................................15 Performance Management Analytics Install ..............................................................................................15 Metrics Configurator Install ........................................................................................................................16 Metrics Configurator New User .................................................................................................................17 New Business Objects Developer Account ...............................................................................................18 Transfer Business Objects Developer Account .........................................................................................19 Reset Business Objects Developer Account .............................................................................................20 Deactivate Business Objects Developer Account ......................................................................................20 Activate Special Business Objects Scheduler Access ...............................................................................21 Hide/Show Standard Folder “Analytic Dashboards” For End Users ..........................................................21 Hide/Show Standard Folder “Documentation” For End Users ...................................................................22 Hide/Show Standard Folder “Standard Reports” For End Users ...............................................................22 Activate BO Dashboards/Talent Management Universe For Existing Report Developer ...........................23 Activate Performance Management Universe For Existing Report Developer ..........................................24 Activate Recruiting Universe For Existing Report Developer ....................................................................24 Activate Compensation Objects in Performance Management Universe For Existing Report Developer .25 Activate Specific Staging Zone For Reporting ...........................................................................................25 Activate Multilingual Recruiting Universe ..................................................................................................26 Activate Career Site Application Dropoff Data Capture .............................................................................28 Activate Career Site Hits Tracking .............................................................................................................28 Delete Locked Reports ..............................................................................................................................29


TALEO CONFIDENTIAL INFORMATION Page 4

Introduction

This guide is intended to help customers configure various aspects of Reporting and Analytics.

It is broken down into two main sections:

- Self Service Configurations: Covers configurations that don’t require help from Taleo Support. They can be done

through self-service.

- Configurations Requiring Taleo Support: These configurations require that a ticket be entered with Taleo

Configuration Support.

For convenience and clarity, configurations come with a validation section, helping users validate that the configuration was

completed successfully.

This guide is optimized for the following Business Objects and Taleo Enterprise releases:

- Business Objects XI 3.1

- Taleo Enterprise 12A

Most of the Configurations are also relevant for Taleo Enterprise versions under 12A.

Self Service Configurations

Configure Native Analytics Power User Accounts via Seat Permissions

Description

Grants SmartORG users administration and authoring permissions in Native

Analytics, such as the ability to develop queries, charts and Dashboards.

By default, it is possible to grant access to these permissions for 3 individual users.

The following permissions are available. The user may have just one of these

permissions or all of them:

Query Designer

Allows the user to design queries.

Chart Designer

Allows the user to design charts based on existing queries.

Dashboard Designer

Allows the user to design dashboards based on existing charts.

Metrics Configurator

Allows the user to access the Metrics Configurator foundational tool.

Analytics Administrator

Allows the user to access the administration tab in native analytics, enabling

configuration of dashboard profiles and management of content ownership.



Prerequisites

- Native Analytics is installed

- Target User has SmartORG permission View Analytics under the Analytics

domain

- User performing configuration has administration rights for SmartORG.

Configuration Steps

- Login to Taleo and navigate to Configuration. Then, click Administration

under the SmartORG category.

- Click Seat Based Accesses under the Users category.

- Click the Add button to add a new user. When the user is selected, select the

desired permissions for the user then click Save.

Validation

To validate, login as the target user, click on the Analytics link in the Welcome

Center and validate that you are able to access the functionality summarized in the

description section above. For example, if the target user has permissions “Query

Designer”, “Chart Designer” and “Dashboard Designer”, you should be able to

access this functionality in the Native Analytics environment.

It is possible to receive a User Not Found error message when accessing the

Analytics tab. This typically occurs if the SmartORG user in question is newly

created. In this case, wait a day and try again. If it still doesn’t work, contact

support.

Configure Business Objects Analytics End Users

Description

Grants SmartORG users the ability to do the following in Business Objects:

- View Dashboards

- Refresh reports with queries using the Talent Management Universe

- Use the Web Intelligence Interactive Viewer

Prerequisites

- Analytics is installed


- Target user is already associated with a user type that has the functional

permission titled Report Viewer

Configuration Steps



- Associate the target user with a user type that has the functional permission

titled View Business Objects Analytics

Validation

As the target user, login to Business Objects by clicking the Reporting link in the

Welcome Center. Then, validate that the user is able to view dashboards, refresh

queries that use the Talent Management Universe and select Interactive under

Preferences Web Intelligence Select a default view format



Configure Business Objects Reporting End Users

Description

Grants SmartORG users the ability to access Business Objects and refresh

reports.

Prerequisites

- Reporting is installed


Configuration Steps



- Associate the target user with a user type that has the functional permission

titled Report Viewer

Validation

As the target user, login to Business Objects by clicking the Reporting link in the

Welcome Center. Then, validate that the user is able to access, refresh and export

reports.

Configure Business Objects Secured Folders

Description

Provides the ability to restrict Business Objects folders so that only users belonging

to a selected set of user groups can access them and the content underneath

them, such as reports, dashboards and other documents.

Prerequisites

- User performing configuration has report developer permissions in Business

Objects

- User performing configuration initially created the folder to be secured.

Configuration Steps

- Login to Business Objects as report developer.

- Navigate to the Public Folders / Admin Tools folder

- Click on Folder Security Manager. Click the Actions button then click View.

- From the left pane tree view, navigate to the folder to be secured and click on

it.

- In the right pane, select the user groups that can see this folder. Then, click

Apply Security

Note that only user groups with the domain of Reporting/Analytics are available in

the list.



Validation

Login to Business Objects as a user that belongs to at least one of the user groups

associated with the folder. Validate that you can see the secured folder.

Login to Business Objects as a user that does not belong to at least one of the

user groups associated with the folder. Validate that you cannot see the secured

folder. Also, validate that you bypass the hidden folder by searching for a report

contained within the folder.

Change Report Developer Password

Description

Changes the password of a Business Objects report developer account.

Prerequisites

- User remembers his/her Business Objects account security answer. Contact

Taleo Configuration Support requesting password change if you no longer have

your security answer. Specify the account username and desired new

password.

Configuration Steps

On the Business Objects login screen, click Forgot your password. Enter your

username and click Ok. Enter the security answer and click Confirm. Enter your

new password and click Ok.

Validation

Login to Business Objects with your new password.

Configure Reporting / Analytics User Groups

Description

Enables SmartORG user groups to be used in Reporting/Analytics. User groups’

purpose in Reporting/Analytics is to secure content so that only desired groups of

users can access it.

Prerequisites


- Reporting is installed.

- When configuring user groups for Native Analytics, Native Analytics must be

installed.



Configuration Steps

To create a new user group for Reporting/Analytics

- Login to Taleo Configuration and navigate to SmartORG

Administration.

- Under Users, click User Groups. Click Create.

- Give the user group a name and code, translating the name as

necessary. Then click Save.

- Next to Coverage Areas, click Create. Next to Functional Domains,

click Add.

- Select Reporting and Analytics and click Select. Then click Save.

To extend an existing user group to Reporting/Analytics

- Login to Taleo Configuration and navigate to SmartORG

Administration.

- Under Users, click User Groups. Find the desired existing user group

and click on it.

- Next to Coverage Areas, click Create. Next to Functional Domains,

click Add. Or, next to Coverage Areas, click Show. Click on the

appropriate coverage area. Next to Functional Domains, click Add

- Select Reporting and Analytics and click Select. Then click Save (if

adding a new coverage area).

Validation

Validation of the user groups in Reporting/Analytics should only be attempted 24

hours after the Configuration took place in SmartORG, allowing time for the

integration of data between SmartORG and Reporting/Analytics.

Reporting/Analytics User Groups propagate to both Business Objects and Native

Analytics.

In Business Objects

- Login to Business Objects as a report developer.

- Create a new test folder somewhere in the corporate documents folder

structure.

- Navigate to the Public Folders / Admin Tools folder

- Click on Folder Security Manager. Click the Actions button then click

View.

- From the left pane tree view, navigate to the newly created test folder and

click on it. The Reporting/Analytics user group should be in the list.

In Native Analytics (If Native Analytics is installed)

- Login to Native Analytics as a power user with at minimum Design

Charts Permission.

- Create a new test chart and save it. In the main chart list navigation, click

on the chart and then click Manage Security.

- Under Role Permissions, click Refresh. Browse the list and validate the

Reporting/Analytics user group is available.

Make Recruiting UDFs Available For Reporting



Description

Activates a UDF so that it is available for Reporting in the Business Objects

Recruiting Universe.

Prerequisites

- User performing configuration has administration rights for Recruiting.


Configuration Steps

- Login to Taleo Configuration and navigate to Recruiting Administration.

- Under Fields, click on the desired field type, such as Requisitions. Then, click

Show user-defined fields.

- Click on the desired field. Then, click Edit Field Availability.

- Select Custom Report Universe then click Save.

- Go back to Taleo Recruiting Administration. Under Fields, click Custom

Report Universe.

- Navigate to the appropriate tab corresponding to the new UDF type. Then take

note of the BO ID.

Validation


- Create a new Web Intelligence report using the Staffing Universe.

- Create a simple query on the UDF that was made available for reporting.

Validate the data is there.

To identify which universe object to use, combine the field type with the BO ID.

For example, if the field type is Requisitions and the BO ID is 14, then use the

object Requisition UDF Value 14.

Make Performance Management UDFs Available For Reporting

Description


Performance Management Universe.

Prerequisites

- User performing configuration has administration rights for Performance

Management.


Configuration Steps

- Login to Taleo Configuration and navigate to Taleo Performance

Administration.

- Under Global Configurations, click User Defined Reports.

- Click the desired field type, such as Employee.

- Select a UDF from the list of Available Items, and click Add. Note the numeric

value to the left of the UDF in the Selected Items list. This is the BO ID.

- Finally, click Save.

Note that Boolean and Date with Time Zone UDFs are not currently supported for

reporting.



Validation


- Create a new Web Intelligence report using the Performance Management

Universe.




For example, if the field type is Employee and the BO ID is 02, then use the object

Employee UDF Value 02.

Make Onboarding UDFs Available For Reporting

Description


Onboarding Universe.

Prerequisites

- User performing configuration has administration rights for Onboarding.


Configuration Steps

- Login to Taleo Configuration and navigate to Onboarding

Administration.

- Under User-Defined Fields, click User Defined Reporting.

- Click the desired field type, such as Assignment.

- Select a UDF from the list of Available Items, and click Add. Note the numeric

value to the left of the UDF in the Selected Items list. This is the BO ID.

- Finally, click Save.

Note that Boolean and Date with Time Zone UDFs are not currently supported for

reporting.

Validation


- Create a new Web Intelligence report using the Onboarding Universe.




For example, if the field type is Assignment and the BO ID is 25, then use the

object New Hire - Assignment Information UDF Value 25.

Install Web Intelligence Rich Client Standalone

Description

Installs the Business Objects Web Intelligence Rich Client on the report

developer’s computer.



Prerequisites

- User requesting configuration has access to contact Taleo Support via the

support portal.


- User has report developer account.

- User must have sufficient software installation privileges on his/her computer.

Configuration Steps

If there was a previous version of Web Intelligence installed, such as the

standalone, it needs to be uninstalled prior to starting this process. Look for SAP

Business Objects Web Intelligence SPXX in programs/features (or add/remove

programs) in the Windows Control Panel. Ignore the language packs. If this creates

issues, try uninstalling the language packs as well.


- Navigate to Preferences, under Web Intelligence, next to Select a default

creation/editing tool, click Install. Download the WebSetup file to your

desktop.

- Launch the WebSetup file and follow the onscreen instructions to install Web

Intelligence Rich Client. It may take for the onscreen instructions to appear.

- Wait for the installation to complete.

Validation


- Navigate to Preferences, under Web Intelligence Select a default

creation/editing tool, select Desktop, then click Ok. If the system logs you

out, simply log back in.

- Create a new Web Intelligence Report. The desktop version should launch.

Validate you are able to select a universe and create/refresh a simple query.

Install Web Intelligence Rich Client & Desktop Intelligence

Description

Installs the Business Objects client tools package on the report developer’s

computer.

Prerequisites


support portal.


- User has report developer account.

- User must have sufficient software installation privileges on his/her computer.

- For Desktop Intelligence, the permissions must be activated in your Business

Objects environment. Desktop Intelligence is a legacy product set for

deprecation. It is only activated for customers having Business Objects legacy

ZABO reports.



Configuration Steps

If there was a previous version of Web Intelligence installed, such as the

standalone, it needs to be uninstalled prior to starting this process. Look for SAP

Business Objects Web Intelligence SPXX in programs/features (or add/remove

programs) in the Windows Control Panel. Ignore the language packs. If this creates

issues, try uninstalling the language packs as well.

- Navigate to Web Support > Content Tab

- Select Reporting & Analytics under the My Libraries section.

- Download the following files to your computer:

o Client Tools XI 3.1 - SP5 Full Install.zip - Once downloaded, Unzip/Extract both files to a temporary folder

- Launch Setup.exe. Follow onscreen instructions and wait for the installation to

complete. In the Select Features screen, select Web Intelligence & Desktop

Intelligence.

- Wait for the installation to complete.

Validation


- Navigate to Preferences, under Web Intelligence Select a default

creation/editing tool, select Desktop, then click Ok. If the system logs you

out, simply log back in.

- Create a new Desktop Intelligence Report. Validate that you are able to select a

universe and create/refresh a simple query.

- Create a new Web Intelligence Report. The desktop version should launch.

Validate you are able to select a universe and create/refresh a simple query.

If you receive a license error message when attempting to create a new Desktop

Intelligence report, reboot your computer and try again.

Change Ownership of Native Analytics Content from Source to Target User

Description

Change ownership of queries, charts and dashboards from one user to another.

Helpful when responsibilities over the content are changed.

Prerequisites

- Native Analytics is installed

- User performing the configuration has the native analytics permission titled

“Analytics Administrators”

Configuration Steps

- Login to Taleo, then click on the Analytics link from the Welcome Center.

- Click the Administration tab. Under Manage All Objects Ownership, click

Click Here.

- Select the source (current owner) and target (new owner) user, then click ok.

Validation

Login as the target user (new owner) and validate that you have ownership of new

content.



Infoview User Preferences

The following is a list of the different preferences available to users in Infoview, with a brief description of what they do.

Whenever users click Ok to apply preferences, it is possible the system will log them out of the system. It is important to note

that although this can lead to think that an error has occurred, the preferences were applied. In these cases, simply log back

into the system to validate. In some cases, preferences such as Product Locale may not apply correctly. Try closing all

browser windows and clearing browser temporary/cache files.

It is important to note the following about Infoview preferences:

- Change Password section is disabled. Refer to the section titled "Change Report Developer Password" on how to change your password

- Crystal Reports section is not used

- Desktop Intelligence section only applies to environments with legacy Desktop Intelligence reports.

Applicable To

Section Setting Name Description Possible Values Default Value Rpt

Viewer Dash

Viewer Report

Dev. Dash Dev.

General InfoView Start Page

Determines the landing page when a user logs in to Business Objects

* Home * My Infoview * Favorites * Folder * Category * Dashboard (Dashboard viewers and developers only) * Infoview Page Layout

Home Y Y Y Y

General Document Navigation View

Determines the document list navigation mode.

* Folder * Category

Folder Y Y Y Y

General Set the number of objects (max) per page

Determines how many documents are displayed per page in the document list.

10 Y Y Y Y

General Document List Display

Determines what details are displayed for documents in the document list.

* Description * Owner * Date * Instance Count

All Selected Y Y Y Y

General Document Viewing

Determines browser window behavior when navigating documents in Infoview.

* In the InfoView portal * In a single fullscreen browser window, one document at a time * In multiple fullscreen browser windows, one window for each document

In the InfoView portal

Y Y Y Y

General Product Locale Determines the language of the Business Objects main user interface.

Refer to Infoview English Y Y Y Y

General Current Time Zone

Determines report scheduling time zone. For example, if time zone is PST and a user schedules a report to refresh every day at midnight, the report will refresh everyday at midnight PST.

Refer to Infoview Local to web server

Y Y Y Y



General Preferred Viewing Locale

Determines how to display locale specific data formats such as date/time information.

Refer to Infoview User browser locale

Y Y Y Y

Web Intelligence

Select a default view format

Determines default format when viewing Web Intelligence reports. Web is the simple HTML viewer. Users can refresh reports, drill/filter and export. Interactive viewer is also HTML but has more formatting options for end users. The PDF mode launches the report in PDF.

* Web * Interactive (only available to viewers when analytics is installed) * PDF

Web Y Y Y Y

Web Intelligence

When viewing a document

Determines if the report data formats are based on the preferred viewing locale setting or if the locale is based on the report.

* Use the document locale to format the data * Use my preferred viewing locale to format the data

Use my preferred viewing locale to format the data

Y Y Y Y

Web Intelligence

Select a default creation/editing tool

Determines which Web Intelligence report development tool to use. Advanced requires a java runtime engine installed on the computer. Desktop is a full blown desktop application. Interactive ane Web Accessibility are internet browser applications.

* Advanced * Interactive * Desktop * Web Accessibility

Advanced N N Y Y

Web Intelligence

Select a default Universe

Determines whether to use a default universe of choice when developing new reports.

No default universe

N N Y Y

Web Intelligence

Drill options

Determines drill options for reports. Activating the "Prompt when drill requires additional data" instructs Web Intelligence to prompt you if it needs to retrieve data from the database when performing a drill operation. Activation "Synchronize drill on report blocks " instructs Web Intelligence to refresh all report blocks (tables, charts, summary cells) when a drill filter is selected in a table. If you want Web Intelligence to hide the Drill toolbar when you switch to drill mode, then select Hide drill toolbar.

* Prompt when drill requires additional data * Synchronize drill on report blocks * Hide Drill toolbar on startup

None selected Y Y Y Y

Web Intelligence

Start drill session

If you want to retain a copy of the original document so that you can compare the drilled results to the data in the original document, then choose On duplicate report. If you want to drill on the report so that the report is modified by your drill actions, then choose On existing report

* On duplicate report * On existing report

On existing report

Y Y Y Y

Web Intelligence

Select a priority for saving to MS Excel

If you want to display the data in a format that is similar to working in Web Intelligence, then choose Prioritize the formatting of the documents. If you want to display the data in a text format, then choose Prioritize easy data processing in Excel. The system tries to optimize for data processing operations like sorting and filtering.

* Prioritize the formatting of the documents * Prioritize easy data processing in Excel

Prioritize easy data processing in Excel

Y Y Y Y

Desktop Intelligence

Select a default view format

Determines default format when viewing Desktop Intelligence reports. The Web option simply launches the reports HTML. PDF mode opens the report in PDF mode by default. Desktop Intelligence launches the Desktop Intelligence client tool and loads the report (desktop intelligence needs to be installed)

* Web * PDF * Desktop Intelligence Format

Web Y Y Y Y

Dashboards and Analytics

Select a default style to use when creating a new page

In the "Select a default style to use when creating a new page" area, select the visual style you would like to use for new dashboards.

Windows; JavaMetal; RedBaron; Demo; BusinessObjects; DarkRed; NewStyle

Windows N Y N Y




Define Grid Properties

In the "Define grid properties" area, indicate whether or not you would like draggable elements on your dashboard to automatically align themselves with gridlines when you work in freeform layout mode.

Snap to grid Not selected N N N Y


Gridline In the "Gridline" area, select the type of grid you would like to see while editing dashboards in freeform layout mode

* None; Small; Medium; Large

None N N N Y


Default browsing In the "Default Browsing" area, indicate whether you would like to browse by folder or category from within Dashboard Builder.

* Category * Folder

Folder N N N Y


Accessibility Option

In the "Accessibility Option" area, indicate whether you want to view and edit analytics in a web-based environment which is compliant with Section 508 accessibility standards when applicable.

Use 508 compliant version of analytics when available

Not selected N Y N Y


Rich Client Option In the "Rich Client Option" area, indicate whether you would like to use Adobe Flash versions of analytics when possible.

Use Macromedia Flash when available

Not selected N Y N Y


Dashboard View Option

In the "Dashboard View Option" area, indicate whether you would like to view dashboards in full view, without the InfoView toolbar, or within the workspace in default view.

* Full View * Default View

Default View N Y N Y


Display scroll bars for dashboard contents

In the "Display scroll bars for dashboard contents" area, indicate whether or not you would like to display scroll bars on overflowing content. Disabling this option may hide some of the dashboard's content.

* Yes * No

Yes N Y N Y


Enable Client Tracing

In the "Enable Client Tracing" area, indicate whether or not you would like to be able to view all client-server activity in Dashboard and Analytics.

Not selected N N N Y

Configurations Requiring Taleo Support

Performance Management Analytics Install

Description

Activates the Metrics Configurator sections related to Performance Management

and activates loading of Performance Management data into the Analytics data

warehouse.

Prerequisites


support portal.


- Metrics Configurator is installed

- Performance Management is installed



Configuration Steps

Enter a case with Taleo Configuration Support requesting activation of

Performance Management Analytics.

It is recommended to specify the following the incident:

- Specify to activate the setting titled Performance Manager Dashboard Enabled

- Ask that support confirm that the configuration is completed only when the

Performance Management data has completed populating into the Analytics

data warehouse.

Validation

Login to Metrics Configurator. Click on Performance Review Ratings. A list of

reviews should load in the list.

Login to Business Objects as a dashboard developer user. Create a new Web

Intelligence report using the Talent Management Universe.

Create a simple query on Performance Management related data and confirm the

data is being retrieved.

For example, create a simple query using objects “Employee Full Name” and

“Employee Job Role (code)”

Metrics Configurator Install

Description

Activates the Metrics Configurator for Analytics

Prerequisites


support portal.


- Native Analytics is not installed

Configuration Steps

Enter a case with Taleo Configuration Support requesting activation of Metrics

Configurator.

Also, request a new user for the Metrics Configurator, specifying the following

account parameters in the incident:

- User first name, last name

- User email address

- User phone number

- User Login

- User Password

It is recommended to identify Metrics Configurator in the login name. For example,

asmith_mconfigurator.

https://ite11bsupport2.taleo.net/smartorg/smartorg/admin/centralAdminSettings.jsf



Validation

- Login to Metrics Configurator as the new user. Use the URL provided by

Support. If support did not provide a URL, use the reference table below for

reference. If insufficient, request clarification from support on which URL to

use for Login.

- Enter a security question and answer. It is important in case you want to

change your password at a later time.

- Click on the Candidate Events link. Double click on App. Hired Date.

Validate that the CSW Steps list on the right pane is populated with records.

- Log out of the Metrics Configurator by clicking the Sign Out button. Note it is

very important to click the Sign Out button and not close the browser window

to avoid session lock issues.

URL Used to Login to Reporting/Analytics URL to Use For Metrics Configurator

Analyticsch1.taleo.net

Analyticsny.taleo.net

Reportinganalytics-cl11.taleo.net



Analyticsny2.taleo.net

reportinganalytics-cl12.taleo.net



Analyticssj.taleo.net



Analyticsam.taleo.net

Reportinganalytics-cl21.taleo.net Analyticsam.taleo.net

Metrics Configurator New User

Description

Activates a new user for Metrics Configurator.

Prerequisites


support portal.

- Analytics is installed and Metrics Configurator is already activated

- Native Analytics is not installed. If Native Analytics is installed, refer to

“Configure Native Analytics Power User Accounts via Seat Permissions” instead

Configuration Steps

Enter a case with Taleo Configuration Support requesting a new Metrics

Configurator user, specifying the following account parameters in the incident:



- User phone number

- User Login

- User Password

It is recommended to identify Metrics Configurator in the login name. For example,

asmith_mconfigurator.



Validation

- Login to Metrics Configurator as the new user. Use the URL provided by

Support. If support did not provide a URL, use the reference table below for

reference. If insufficient, request clarification from support on which URL to

use for Login.

- Enter a security question and answer. It is important in case you want to

change your password at a later time.

- Click on the Candidate Events link. Double click on App. Hired Date.

Validate that the CSW Steps list on the right pane is populated with records.

- Log out of the Metrics Configurator by clicking the Sign Out button. Note it is

very important to click the Sign Out button and not close the browser window

to avoid session lock issues.

URL Used to Login to Reporting/Analytics URL to Use For Metrics Configurator


Analyticsny.taleo.net




Analyticsny2.taleo.net

reportinganalytics-cl12.taleo.net



Analyticssj.taleo.net



Analyticsam.taleo.net

Reportinganalytics-cl21.taleo.net Analyticsam.taleo.net

New Business Objects Developer Account

Description

Activates a new developer account for Reporting & Analytics, enabling the user to

author reports and if applicable, dashboards & analytics.

Prerequisites


support portal.

- Reporting must be installed

- Requires one unused report developer license (report author)

- When requesting dashboard permissions:

- Analytics must be installed

- Requires one unused dashboards license

- When requesting Performance Management universe, Performance

Management must be installed.



Configuration Steps

Enter a case with Taleo Configuration Support requesting a new Business Objects

developer account, specifying the following account parameters in the incident:



- User phone number

- User Login

- User Password

- Time Zone (drives time zone of date/time data in reports)

- Business Objects permissions required. Choices are:

- Recruiting: Activates Staffing Universe & Administration Universe. If

the Onboarding product is activated, the Onboarding Universe is

turned on as well.

- Performance Management: Activates Performance Management

Universe (reporting for Reviews, Goals, Success, Development and

Career Planning)

- Compensation Objects: Activates the Compensation Objects in the

Performance Management Universe.

- Dashboards/Analytics: Activates Talent Management Universe and

the permission to develop dashboards.

Note that user login names must correspond to the user associated with the

account. They cannot be generic usernames. If you do not specify a login name,

one will be selected for you. The typical login name is first letter of the first name

concatenated with the full last name?

Validation

Login to Business Objects with the new account using the report developer login

URL (reportinganalytics-cl11.taleo.net, reportinganalytics-cl12.taleo.net, etc…). If

you are unsure which URL to use, ask support for clarification.

When prompted, enter a security question & answer and store it somewhere for

reference. It is important in case you want to change your password at a later time.

When logged in to Business Objects, click Document List New Web

Intelligence Document.

Validate that all universes are available. Repeat creating a new report for each

available universe. For each, create a simple query and refresh it to validate the

connection is ok.

If Dashboards was requested, create and refresh a simple report on the Talent

Management universe. Also, to validate dashboard developer access, click

Dashboards Create Corporate Dashboard. Give the dashboard a name and a

location then click Ok.

Regarding validation for Compensation Objects, see section “Activate

Compensation Objects in Performance Management Universe For Existing Report

Developer”.

Transfer Business Objects Developer Account



Description

Deactivates a Business Objects developer account while creating a new report

developer account, transferring the license from one person to another.

Prerequisites


support portal.

Configuration Steps

- If the user to be deactivated has important documents under the Favorites

folder, it is recommended to move those reports to an area in corporate

documents so that they can be retrieved by the new user.

- Enter an incident with Taleo Configuration Support requesting the transfer of a

developer license from one user to another

- For the user to be deactivated, please specify the account login name.

- For the new user to be created, please refer to the configuration steps in

the section titled “Business Objects New Developer Account” for the

parameters to provide.

Validation

Attempt to login to Business Objects as the deactivated user. Confirm you are no

longer able to access the system.

For validation of the new user account, refer to the validation steps in the section

titled “Business Objects New Developer Account”

Reset Business Objects Developer Account

Description

Resets an existing Business Objects report developer account. This is required

when the user is no longer able to login to Business Objects.

Prerequisites


support portal.

Configuration Steps

Enter an incident with Taleo Configuration Support requesting for a specific user to

be reset. Please specify the user login name.

Validation

Login to Business Objects with the unlocked user and validate you can access the

system.

Deactivate Business Objects Developer Account

Description

Deactivates an existing Business Objects report developer account.



Prerequisites


support portal.

Configuration Steps

Enter an incident with Taleo Configuration Support requesting for a specific user to

be Deactivated. Please specify the user login name.

Validation

Login to Business Objects with the unlocked user and validate you are unable to

access the system.

Activate Special Business Objects Scheduler Access

Description

Provides access to the special scheduler user, enabling scheduling of reports for

up to 65000 rows / 10 minutes per query.

Prerequisites


support portal.


Configuration Steps

Enter an incident with Taleo Configuration Support requesting credentials for the

special scheduler account

Also specify if you want the report query time zone to be different from Eastern

Standard Time.

Note that currently, it is only possible to provide one scheduler account per zone.

Validation

Login to Business Objects using the credentials provided by support. Schedule a

report and confirm that scheduling works properly.

Hide/Show Standard Folder “Analytic Dashboards” For End Users

Description

Hides or shows the Analytics Dashboards standard folder for end users.

Report/Dashboard developers always have access to it, regardless of whether or

not it is enabled for end users.

Prerequisites


support portal.




Configuration Steps

Enter a case with Taleo Configuration Support requesting disabling or enabling the

setting Show Analytics Dashboard, depending on the preference. By default, the

setting is enabled. Requesting to enable the setting should only be necessary if the

setting was previously deactivated via request and it is desired to revert that

change.

Validation

To validate, login to Business Objects as an end user that has the functional

permission View Business Objects Analytics. Validate that the Taleo standard

Analytics Dashboards folder is no longer visible OR visible depending on the

configuration request.

It may take up to 24 hours for the changes to take effect so if the change could not

be validated shortly after confirmation by support, wait one additional day. If the

configuration cannot be validated after that, contact support.

Hide/Show Standard Folder “Documentation” For End Users

Description

Hides or shows the Documentation standard folder for end users. Report

developers always have access to it, regardless of whether or not it is enabled for

end users.

Prerequisites


support portal.


Configuration Steps


setting Show Documentation Folder, depending on the preference. By default,

the setting is enabled. Requesting to enable the setting should only be necessary if

the setting was previously deactivated via request and it is desired to revert that

change.

Validation


permission Report Viewer. Validate that the Taleo standard Documentation folder

is no longer visible OR visible depending on the configuration request.




Hide/Show Standard Folder “Standard Reports” For End Users

Description

Hides or shows the Standard Reports standard folder for end users. Report

developers always have access to it, regardless of whether or not it is enabled for

end users.



Prerequisites


support portal.


Configuration Steps


setting Show Standard Reports Folder, depending on the preference. By default,

the setting is enabled. Requesting to enable the setting should only be necessary if

the setting was previously deactivated via request and it is desired to revert that

change.

Validation


permission Report Viewer. Validate that the Taleo standard Standard Reports

folder is no longer visible OR visible depending on the configuration request.




Activate BO Dashboards/Talent Management Universe For Existing Report

Developer

Description

Extends the report developer account to cover Dashboard development and

access to the Talent Management Universe

Prerequisites


support portal.


- Requires one unused dashboards license

Configuration Steps

Enter an incident with Taleo Configuration Support requesting activation of the

Dashboards for a specified user. Please specify user’s full name and login name.

Validation

Login to Business Objects as the updated user.

Create and refresh a simple Web Intelligence report using the Talent

Management Universe. Also, to validate dashboard developer access, click

Dashboards Create Corporate Dashboard. Give the dashboard a name and a

location then click Ok.

When creating a new report, if the universe selection screen doesn’t appear but

instead automatically loads Web Intelligence with a default universe, go to

Preferences Web Intelligence. Check under Select a default universe. If

there is a universe specified there, click Browse, select No default universe and

click Ok (not the Ok at the bottom of the screen, but the one directly under No

default universe). Then click Ok again to apply the changes.



Activate Performance Management Universe For Existing Report Developer

Description

Activates the Performance Management universe for the report developer,

enabling development of new Performance Management reports.

Prerequisites


support portal.


- Performance Management is installed

Configuration Steps


Performance Management universe for a specified user. Please specify user’s full

name and login name.

Validation

Login to Business Objects as the report developer and create a new Web

Intelligence report. The Performance Management universe should be available.

Select it. Then, create a simple query and refresh it.







Activate Recruiting Universe For Existing Report Developer

Description

Activates the Recruiting universe for the report developer, enabling development of

new Recruiting reports.

Prerequisites


support portal.


- Recruiting is installed

Configuration Steps


Recruiting Universe for a specified user. Please specify user’s full name and login

name.



Validation

Login to Business Objects as the report developer and create a new Web

Intelligence report. The Staffing Universe should be available. Select it. Then,

create a simple query and refresh it.







Activate Compensation Objects in Performance Management Universe For

Existing Report Developer

Description

Activates the Compensation reportable data elements in the Performance

Management universe.

Prerequisites


support portal.


- Compensation is installed

- Standard integration between Compensation and Performance Management is

enabled.

Configuration Steps


Compensation universe objects for a specified user. Please specify user’s full

name and login name.

Validation

Login to Business Objects as a report developer. Create a new report using the

Performance Management Universe and look for the following object classes:

Talent Profile / Employee / Employee Compensation

Measures / Talent Profile Measures / Employee Measures / Employee

Compensation Measures

Activate Specific Staging Zone For Reporting

Description

Activates a staging zone for reporting, allowing users to develop and/or test reports

against staging data.

Prerequisites


support portal.




Configuration Steps

Enter an incident with Taleo Configuration Support requesting activation of a

specified staging zone for reporting.

Validation

- Login to Business Objects as a report developer. You should be prompted to

select an active zone. Select the staging zone that was requested for

reporting.

- Examine the folder tree. Confirm that under Public Folders, there is a new

corporate folder identifying the staging zone.

- Create a new Web Intelligence report and create a simple query. Confirm the

data is coming from the staging zone. Save the report under the staging zone

corporate structure identified in point 2.

- Login to the staging zone as an administration for SmartORG and grant a user

access to the Report Viewer functional permission. See section Configure

Business Objects Reporting End Users

- Login to the staging zone as a user with the Report Viewer functional

permission. Click on Reporting from Welcome Center to access Business

Objects. Navigate to the corporate folder structure and refresh the saved

report.

Activate Multilingual Recruiting Universe

Description

Activates the Recruiting Multi-Lingual reporting universe, allowing users to retrieve

data for languages other than English.

For more specific information about the feature, refer to the Reporting &

Analytics 7.5 SP11 Release Notes, section Recruiting Multilingual Data

Reporting.

Prerequisites


support portal.




Configuration Steps


Recruiting Multilingual Universe.

When requesting the activation, it is necessary to specify preferences for two

settings that drive the behavior of the universe:

- Use Content Language Preference in Reporting

- Organization Content Languages

The “Use Content Language Preference In Reporting” setting is a Yes / No switch:

- Yes: For end users, commands the system to dynamically refresh the

report data based on the end users’ preferred language in SmartORG.

- No: For end users, commands the system to refresh the report data for

one specific global company preferred reporting language, specified in the

“Organization Content Language” setting.

The “Organization Content Languages” is a list of languages that serves two

purposes:

- The first language in the list determines the global company preferred

reporting language for recruiting data. This is relevant if the “Use Content

Language Preference In Reporting” setting is set to No.

- The list of languages drives the languages that the report developer will

have access to when logging into Business Objects.

For example:

- Use Content Language Preference In Reporting: No

- Organization Content Languages: French; English; German

In the above scenario, the system will retrieve French data for recruiting reports

when end users access them. However, the report developer will be able to write

ad-hoc reports in French, English or German.

Validation

First, login as a report developer. When logging in, the system should prompt you

to select a language. Select a language other than English. Then, create a new

Web-Intelligence report based on the Recruiting Universe. Create a simple query

such as “# Requisitions by Organization Level 01”. The data should be retrieved in

the selected language. Save the report in Public Folders somewhere that an end

user can access it.

Then, login as a report viewer and refresh the report:

- If “Use Content Language Preference In Reporting” is set to No, the report

should refresh in the global preferred language defined in the

“Organization Content Languages” setting.

- If “Use Content Language Preference In Reporting” is set to Yes, the

report should refresh in the user’s SmartORG preferred content language.




https://nmtalentra.taleo.net/smartorg/smartorg/admin/centralAdminSettings.jsf







Activate Career Site Application Dropoff Data Capture

Description

Turns on capturing of candidate job submission information on career sites. When

a candidate applies via a career site, the name of the career site, application flow

and last page visited are tracked and can be reported on later. For example, if a

candidate doesn’t complete the job submission, a report can display where in the

process he/she dropped off.


Analytics 7.5 SP11 Release Notes, section Application Drop-off Statistics.

Prerequisites


support portal.


Configuration Steps


Career Section Latest Page Tracking Activation setting.

Validation

Login to Business Objects as a report developer and create a new Web

Intelligence report using the Staffing Universe.

Create a simple query using candidate information such as Candidate ID,

Requisition NO, Candidate Name combined with the following objects found

under the Application General Information class:

- Application - Application Flow (of Career Section)

- Application - Application Flow ID (of Career Section)

- Application Career Section

- Application Career Section ID

- Application - Latest App. Flow Page Visited

- Application - Latest App. Flow Page Visited (Sequence)

Add a filter such as “Application Career Section ID is not null” to only retrieve

records with relevant information. The report should return records with

information.

Consider that upon activation of the data tracking, the system does not populate

career site job submission information for candidates that applied prior to the

setting being turned on, so there is no data as of activation. Tracking takes place

for job submissions after the setting has been activated.

Before validating, it is recommended to wait for a few hours to allow a list of

candidates the time to apply. Alternately, you can create a test job submission and

then test the output on the report.

Activate Career Site Hits Tracking



Description

Turns on capturing of hits count for requisition job descriptions on career sites.


Analytics 7.5 SP11 Release Notes, section Career Site Activity Reporting.

Prerequisites


support portal.


Configuration Steps


Career Section Hits Tracking Activation setting.

Validation

Login to Business Objects as a report developer and create a new Web

Intelligence report using the Staffing Universe.

Create a simple query using Requisition NO and Requisition Title (BL)

combined with the following objects found under the Requisition Career Site

Activity class:

- Req. Career Site Activity Date

- Req. Career Site Activity Type (Code)

- Req. Career Site ID

- Req. Career Site Locale

- Req. Career Site Name (BL)

Add a filter such as “Req. Career Site Activity Date” to only retrieve records with

relevant information. The report should return records with information.

Also, add the object # Hits on Job Description Page from the class Req. Career

Site Activity Counts.

Consider that upon activation of the data tracking, the system does not populate

information for hits prior to the setting being turned on, so there is no data as of

activation. Tracking takes place for hits after the setting has been activated.

Before validating, it is recommended to wait for a few days to allow counts to be

summarized.

Delete Locked Reports

Description

In Business Objects, users need to be the owner of a report in order to delete it.

Sometimes it is required to delete a report but access to the original owner is not

available. In this case, this configuration is necessary to get the report deleted.

Prerequisites


support portal.



Configuration Steps

Enter an incident with Taleo Configuration Support requesting deletion of specific

reports. Please specify the folder path and full name of the reports to be deleted to

avoid any confusion.

Validation

Login to Business Objects and validate the reports are no longer available.

Taleo Reporting And Analytics

Documents