Read Workforce Central System Administrator's Guide v6.0 text version

Workforce Central System Administrator's Guide

®

An administrator's guide to the Workforce Central system.

Kronos Workforce Central Suite Version 6

Document Part Number: 4703953-001 Document Revision: A

The information in this document is subject to change without notice and should not be construed as a commitment by Kronos Incorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document or any part thereof may not be reproduced in any form without the written permission of Kronos Incorporated. All rights reserved. Copyright 2007. Altitude, Altitude Dream, Cambridge Clock, CardSaver, Datakeeper, Datakeeper Central, eForce, Gatekeeper, Gatekeeper Central, Imagekeeper, Jobkeeper Central, Keep.Trac, Kronos, Kronos Touch ID, the Kronos logo, My Genies, PeoplePlanner, PeoplePlanner & Design, Schedule Manager & Design, ShiftLogic, ShopTrac, ShopTrac Pro, StarComm, StarPort, StarSaver, StarTimer, TeleTime, Timekeeper, Timekeeper Central, TimeMaker, Unicru, Visionware, Workforce Accruals, Workforce Central, Workforce Decisions, Workforce Express, Workforce Genie, and Workforce TeleTime are registered trademarks of Kronos Incorporated or a related company. Altitude MPP, Altitude MPPXpress, Altitude Pairing, Altitude PBS, Comm.Mgr, CommLink, DKC/Datalink, eDiagnostics, Experts at Improving the Performance of People and Business, FasTrack, Hireport, HR and Payroll Answerforce, HyperFind, Kronos 4500 Touch ID, Kronos 4500, Kronos 4510, Kronos Acquisition, Kronos e-Central, Kronos KnowledgePass, Kronos TechKnowledgy, KronosWorks, KVC OnDemand, Labor Plus, Momentum Essentials, Momentum Online, Momentum, MPPXpress, Overall Labor Effectiveness, Schedule Assistant, Smart Scheduler, Smart View, Start Quality, Start WIP, Starter Series, StartLabor, Timekeeper Decisions, Timekeeper Web, VisionPlus, Winstar Elite, WIP Plus, Workforce Acquisition, Workforce Activities, Workforce Analytics, Workforce Attendance, Workforce Central Portal, Workforce Connect, Workforce Employee, Workforce HR, Workforce Leave, Workforce Manager, Workforce MobileTime, Workforce Operations Planner, Workforce Payroll, Workforce Record Manager, Workforce Recruiter, Workforce Scheduler with Optimization, Workforce Scheduler, Workforce Smart Scheduler, Workforce Tax Filing, Workforce Timekeeper, and Workforce View are trademarks of Kronos Incorporated or a related company. Mozilla.org is a registered trademark of the Mozilla Foundation. All other trademarks or registered trademarks used herein are the property of their respective owners and are used for identification purposes only. When using and applying the information generated by Kronos products, customers should ensure that they comply with the applicable requirements of federal and state law, such as the Fair Labor Standards Act. Nothing in this Guide shall be construed as an assurance or guaranty that Kronos products comply with any such laws. Published by Kronos Incorporated 297 Billerica Road, Chelmsford, Massachusetts 01824-4119 USA Phone: 978-250-9800, Fax: 978-367-5900 Kronos Incorporated Global Support: 1-800-394-HELP (1-800-394-4357) For links to information about international subsidiaries of Kronos Incorporated, go to http://www.kronos.com/ Document Revision History Document Revision A Product Version Workforce Central 6.0 Release Date June 2007

Contents

About This Guide Organization of this guide ........................................................................... 12 Abbreviations and Terminology .................................................................. 14 Workforce Central suite documentation ...................................................... 16 Workforce Central documentation ........................................................ 16 Workforce Timekeeper documentation ................................................. 17 Workforce Record Manager documentation ......................................... 18 Developers Toolkit documentation ....................................................... 18 Other documentation ............................................................................. 19 Chapter 1: Introduction Workforce Central infrastructure ................................................................ 22 System configuration overview ................................................................... 23 Logging on to Workforce Central ................................................................ 24 Logging on with Single Sign-on ........................................................... 24 Enabling Active X controls and plugins ............................................... 25 Offline mode ......................................................................................... 25 Managing an instance remotely ........................................................... 26 Configure a visual theme ............................................................................ 27 Working with passwords ............................................................................. 28 Change user passwords ......................................................................... 28 Use the single sign-on feature ............................................................... 28 Set users' browsers to remember passwords ........................................ 28 Change the SuperUser Password .......................................................... 29 Changing the Relogon session timeout ....................................................... 31 Changing the JBoss Session timeout setting ......................................... 32 Changing the Workforce Central session timeout grace period ............ 32 Working with property files ........................................................................ 34 Modifying properties ............................................................................ 34

Contents

Configuring a multi-instance environment .................................................36 Configuring Group Edits for a multi-instance environment ..................37 Configuring e-mail for a multi-instance environment ...........................37 Configuring Event Manager for a multi-instance environment ............37 Working with Workflow Notifications ........................................................39 Notification types ..................................................................................39 Available notification ............................................................................40 Setting up a Workflow Notification ......................................................41 Configuring Process Manager and Process Designer ..................................44 Upgrading from an earlier version of Process Manager ........................45 Configuring the Server ..........................................................................46 Setting up Delegate Authority ......................................................................50 Setting up the environment ....................................................................50 Setting up the delegate ...........................................................................50 Creating and assigning a Delegate Data Access Profile ........................51 Chapter 2: System Information Working with System Information ..............................................................54 All Servers information ................................................................................55 Applications information .............................................................................57 Background Processors information ............................................................58 Totals Calculation - Excluded Employees ............................................58 Historical Edits with Retroactive Pay Calculation - Excluded Employees ...................................................................................59 Database information ...................................................................................60 Database ................................................................................................60 Database Report Status ..........................................................................61 Database Report Display .......................................................................62 Working with database reports ..............................................................63 Creating Database Report Definition files ............................................63 Guidelines for creating Database Report Definition files .....................65 Licenses information ....................................................................................67 Meters information .......................................................................................68 Primary Labor Account Update information ...............................................69 Primary Labor Account Update .............................................................69

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Resubmit All People for Account Update ............................................ 69 Threads information ................................................................................... 71 User information .......................................................................................... 73 Chapter 3: Log Report Log reports ................................................................................................... 76 Log files ....................................................................................................... 79 System log file ...................................................................................... 79 Component log files .............................................................................. 79 Log file report .............................................................................................. 81 Filtering and running log reports ................................................................. 82 Archiving system log reports ....................................................................... 83 Chapter 4: Log File Gathering Listing the log files to be gathered .............................................................. 86 Gathering log information ........................................................................... 88 Opening gathered log files ........................................................................... 89 Chapter 5: System Settings Overview .................................................................................................... 93 Working with System Settings .................................................................... 94 Before editing a configuration setting ................................................... 94 Editing a configuration setting .............................................................. 95 Using system settings ............................................................................ 95 Understanding properties validation ..................................................... 97 Audit Settings .............................................................................................. 98 Business Automation settings ...................................................................... 99 Background Processor settings .................................................................. 102 Clock Synchronize settings ....................................................................... 105 Data Source settings .................................................................................. 107 Adding Data Source Names ................................................................ 108 Database settings ....................................................................................... 109 Switching databases ............................................................................ 110 Display settings ......................................................................................... 116 E-mail settings ........................................................................................... 117

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Event Manager settings ..............................................................................120 Working with Event Manager .............................................................122 Scheduling Event Manager tasks .........................................................125 Global Values settings ...............................................................................126 Group Edits settings ...................................................................................136 Clearing the Group Edit Results in Genies ..........................................138 Java Plug-in settings ...................................................................................139 Locale settings ............................................................................................140 Log file settings ..........................................................................................145 Logging Context settings ...........................................................................148 Messaging settings .....................................................................................149 Printers settings ..........................................................................................150 Enabling a server-based printer ...........................................................151 Record Retention - Affected Databases settings ........................................152 Record Retention - Database Setup settings ..............................................153 Record Retention - Options & Tuning settings ..........................................154 Reports settings ..........................................................................................157 Security settings .........................................................................................160 Understanding authentication ..............................................................163 Changing the logoff timer ...................................................................165 Service settings ..........................................................................................167 SQL Coverage settings ...............................................................................169 Enabling SQL tracing ..........................................................................170 Startup settings ...........................................................................................171 Transformation settings ..............................................................................172 Web & App Server settings .......................................................................173 System Settings for Workload Generator ..................................................175 Configurable terms ..............................................................................175 Additional system settings ...................................................................177 Chapter 6: Create a Custom Theme Create a new theme folder for the custom theme .......................................180 Select colors for the theme ..................................................................180 Prepare the logo file .............................................................................184 Specify custom property values in theme.css ......................................185

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Change colors in the image files to match the custom theme ............. 189 Test the custom theme ........................................................................ 194 Deploy the custom theme ................................................................... 195 Extend the custom theme to the portal ................................................ 196 Chapter 7: Reports Overview .................................................................................................. 198 Terminology ........................................................................................ 199 Setting up reports for totalization ....................................................... 200 Enabling a report to export to Microsoft Excel .................................. 200 Installing fonts for Workforce Activities reports ................................ 201 Managing reporting environments ............................................................ 202 Basic reporting .................................................................................... 202 Advanced Reporting ........................................................................... 205 Customizing reports ................................................................................... 211 Customizing RDL reports ................................................................... 211 Customizing RPT reports .................................................................... 221 Customizing reports that use stored procedures ................................. 240 Chapter 8: Workforce Central Portal Configuration Overview of the Workforce Central Portal ................................................ 244 Purpose of the Workforce Central Portal ............................................ 244 Workforce Central Portal page configuration options ........................ 245 Kronos Web Parts and sample pages provided by the Workforce Central Portal .......................................................... 245 Adding Kronos Web Parts to a new or existing SharePoint portal page ... 249 Adding Kronos navigation Web Parts to a portal page ....................... 250 Adding and connecting Kronos Web Parts to a portal page ............... 252 Customizing a Workforce Central Portal sample page .............................. 255 Using the Kronos Web Part page template to create a portal page ........... 256 Customizing preconfigured Workforce Central Portal Web Parts ............ 257 Using SharePoint to change the title and appearance of a Web Part .. 257 Using SharePoint to change Kronos-specific settings for Web Parts . 258 Changing labels in Kronos Web Parts ................................................ 260 Additional configuration of health care Web Parts ............................. 262

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Configuring the Productivity Monitor KPIs (retail) ............................264 Configuring the Web Part charts for compatibility with Office Web Components ..............................................................................270 Advanced configuration of Kronos Web Parts ....................................273 Creating custom Workforce Central Web Parts .........................................274 How Web Parts work ...........................................................................274 Examples of Web Parts to create .........................................................275 Basic strategy for creating a Web Part ................................................276 Procedures for creating a Web Part based on a Genie .........................277 Visual theme for the Workforce Central Portal and Kronos Web Parts ....287 Customizing and creating Web Part Help topics .......................................288 Customizing Kronos Web Part Help topics .........................................288 Creating and linking a Help topic to a custom Web Part ....................290 Troubleshooting .........................................................................................292 General ................................................................................................292 SharePoint ............................................................................................295 Workforce Genies .......................................................................................298 HyperFind query ........................................................................................301 Workforce Genie profile ............................................................................302 People .........................................................................................................303 Logon profiles ............................................................................................304 Managing processes with Process Administrator ......................................306 Viewing the status of all processes ......................................................306 Aborting a process ...............................................................................308 Deleting a process ................................................................................308 Restarting a process .............................................................................309 Viewing process reports ......................................................................310 Managing tasks in a process using Process Administrator ........................311 Viewing and changing the status of tasks in a process ........................311 Changing the status of tasks in a process ............................................313 Viewing the properties of a task ..........................................................315 Viewing task statistics for a process ....................................................315 Monitoring resources using Process Administrator ...................................317 Troubleshooting Process Manager .............................................................318 Enhancing Process Manager performance .................................................319

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Clustering ............................................................................................ 319 Process pooling ................................................................................... 321 Workforce Central language packs ............................................................ 324 Character set support ................................................................................. 325 Workforce Central instances and regionalization ...................................... 326 How Workforce Central displays regionalized data and text .................... 327 Browser applications ........................................................................... 327 Currency support ....................................................................................... 332 Using and modifying predefined names .................................................... 333 Using site-defined text strings in a multilanguage environment ............... 340 Windows registry keys .............................................................................. 342 UNIX registry keys .................................................................................... 343 Configuring Workforce Central to enable single sign-on .......................... 346 Configuring SiteMinder ............................................................................. 347 Diagnostic Tools user interface ................................................................. 350 Diagnostic Tools logon screen ............................................................ 350 Launching a specific application ........................................................ 350 Diagnostics Tools and usage ..................................................................... 351 Running the SMTP Mail Server Diagnostic Tool ............................... 351 Running the SMTP Mail to Launcher Diagnostic Tool ...................... 351 Running the Shift-Builder Diagnostic Tool ........................................ 352 Index

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About This Guide

This preface contains the following sections: · · · "Organization of this guide" on page 12 "Abbreviations and Terminology" on page 14 "Workforce Central suite documentation" on page 16

About This Guide

Organization of this guide

The chapters in this guide provide the following information: · Chapter 1, "Introduction," on page 21 contains an overview of the Kronos® Workforce Central® system architecture and describes the tasks that you use to administer the system. Chapter 2, "System Information," on page 53 explains the System Information component of the Workforce Central system and describes the tasks that you use to work with System Information. Chapter 3, "Log Report," on page 75 explains the Log Report section of the System Configuration component and describes the tasks that you use to work with log reports. Chapter 4, "Log File Gathering," on page 85 describes the Log Gathering tool, which enables you to gather all the log files in your Workforce Central system into one ZIP file. Chapter 5, "System Settings," on page 91 explains the System Settings section of the System Configuration component and describes the tasks that you use to work with System Settings. Chapter 6, "Create a Custom Theme," on page 179 describes how to create a custom theme to change the appearance of colors and fonts in Workforce Central application pages to any set of colors preferred for the site. Chapter 7, "Reports," on page 197 contains information about working with reports in the Workforce Central system. Chapter 8, "Workforce Central Portal Configuration," on page 243 describes how to configure the Workforce Central Portal. Appendix A, "Predefined Data," on page 297 describes predefined data that the Workforce Central system provides to simplify your administration tasks. Appendix B, "System Administration of Process Manager," on page 305 explains the processes that you implement with Process Designer and Workforce Central across the organization. Appendix C, "Regional Settings," on page 323 discusses values that need to be set for different countries and languages.

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Organization of this guide

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Appendix D, "Registry Keys," on page 341 describes the registry keys that were set up when your Workforce Central system was installed. Appendix E, "Single Sign-On," on page 345 provides information about using single sign-on, which allows users to log on to Workforce Central automatically, without having to re-enter a username or password after they have logged onto their browser. Appendix F, "Diagnostic Tools," on page 349 contains an overview of the diagnostic tools and describes how to use the different tools.

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About This Guide

Abbreviations and Terminology

This guide uses the following abbreviations and terms:

Abbreviation/Terms Meaning ADSI API BGP daemon DCM Microsoft Active Directory Service Interface Application Programming Interface Background Processor. A platform on which a Background Totalizer application runs. A process that runs in the background and performs a specified operation at predefined times or in response to certain events. Data Collection Manager. A set of functions that deals with data from data collection devices. In a multiserver environment, DCM can run on a dedicated server. Domain Naming Service Data Source Name Graphical User Interface HyperText Transfer Protocol. A communication protocol between a client and a server. HyperText Transfer Protocol Secure. A communication protocol with encryption security, using a Secure Sockets Layer. Microsoft Internet Explorer Internet Protocol address International Standards Organization Java Database Connectivity Java Runtime Environment Java Server Page Java Virtual Machine Lightweight Directory Access Protocol Open Database Connectivity Portable Document Format A public-key cryptosystem developed by RSA, Inc.

DNS DSN GUI HTTP HTTPS IE IP ISO JDBC JRE JSP JVM LDAP ODBC PDF RSA

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Abbreviations and Terminology

Abbreviation/Terms Meaning SMTP SSL Simple Mail Transfer Protocol Secure Sockets Layer

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About This Guide

Workforce Central suite documentation

The following documentation is available in PDF and HTML format on the Workforce Central documentation CD to help you install, use, and maintain the database and associated software.

Workforce Central documentation

· Guide to Planning a Workforce Central Installation provides an overview of the Workforce Central architecture, outlines the system requirements, explains how to prepare to install the server and client components for Workforce Timekeeper and other products in the suite, and includes the corresponding licensing and upgrade requirements. The Workforce Central documentation CD includes several installation and upgrade guides that describe how to install or upgrade Workforce Timekeeper and other Workforce Central suite products based on the product combinations and versions in use at your site. Workforce Central System Administrator's Guide provides an overview of the system architecture, explains system administration tasks, describes how to work with logs and reports, and provides instructions for creating a custom theme for the browser interface. Workforce Central Process Manager/Messaging Database Tables Reference Guide supplements the Workforce Timekeeper Database Tables Reference Guide with information about the database tables that are used specifically by Process Manager and the Kronos Messaging System. Workforce Central Process Manager Programmer's Guide describes how to use Process Manager to configure, implement, and maintain automated business processes across an organization. Workforce Central Database Administrator's Guide explains how to maintain the Oracle and SQL Server databases for Workforce Timekeeper. This guide includes procedures for backing up databases, restoring and recovering databases, adjusting performance, and using maintenance utilities.

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Workforce Central Import User's Guide provides information about setting up and running XML and table imports for labor management systems. It describes the Transaction Assistant, which you use to correct failed XML import data.

Workforce Timekeeper documentation

· Getting Started with Workforce Timekeeper--A Manager's Guide for Power Users summarizes the most common manager tasks, which include using Workforce Genies, Timecards, Reports, and the People Editor. Getting Started with Workforce Timekeeper--A Guide for Managers summarizes key product features for people who access employee time and attendance information. The book also explains the various Workforce Timekeeper components and the most common tasks that managers are likely to perform with each component. Getting Started with Workforce Timekeeper--An Employee Guide for Power Users explains some of the most common employee tasks, which include using the Timecard and Time Stamp components, as well as viewing personal schedules and reports. Getting Started with Workforce Timekeeper--A Guide for Employees explains some of the most common employee tasks in Workforce Employee - HTML Client, which includes using the Timecard, Time Stamp, and Quick Time Stamp components, as well as viewing personal reports. Workforce Timekeeper Database Tables Reference Guide contains details about the Workforce Central database tables. Workforce Timekeeper Database Views Reference Guide provides information and details about Views and how they are used as virtual tables in Workforce Central. Workforce Central System Administrator's Guide--Timekeeping describes the administrator's activities, such as system configuration and setup, and working with log reports, predefined data, and diagnostic tools. Workforce Timekeeper Table Format Import Programmer's Guide provides instructions and table data for Workforce Timekeeper Import tables.

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Workforce Central Process Manager Programmer's Guide--Timekeeping and Scheduling provides information on how to configure the Workforce Timekeeper and Workforce Scheduler process templates.

Workforce Record Manager documentation

· Workforce Record Manager Installation Guide includes installation and configuration instructions for Workforce Record Manager, the Setup Data Manager, and the non-production databases and application servers that make up the Workforce Record Manager environment. Workforce Record Manager User's Guide provides instructions and guidelines for customers and service personnel who use Workforce Record Manager and the Setup Data Manager to copy data from one Workforce Central database to another. It describes how to create, run, and schedule Workforce Record Manager jobs and how to administer the Workforce Record Manager environment.

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Developers Toolkit documentation

Workforce Central includes an Application Program Interface (API) that you can use to access certain Workforce Central features from application programs. The separate Developers Toolkit documentation CD contains the information that you need to use the API. · The Workforce Central Developers Toolkit Programmer's Guide includes annotated sample programs that show how to use the API, provides information that specifically addresses XML import and export issues, and includes descriptions of all of the tags, actions, and properties used by import transactions. The Workforce Central Developers Toolkit Reference Guides provide detailed information about each element of the API for each product in the Workforce Central suite.

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Workforce Central suite documentation

Other documentation

· The Guide to Translating and Customizing Workforce Central that is available on the separate Translation and Customization Toolkit CD, provides instructions for editing the browser-based graphical user interface and the associated browser-based Help files for Workforce Central. Online Help for the Workforce Central suite is installed automatically with the product. Release notes that are available on the Workforce Central suite product CD provide additional information about the Workforce Central suite, including a list of new features, resolved issues, and late-breaking changes.

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Chapter 1

Introduction

This chapter introduces the Workforce Central system architecture and discusses its implementation in single-instance and multi-instance environments. This chapter contains the following sections: · · · · · · · · · · · "Workforce Central infrastructure" on page 22 "System configuration overview" on page 23 "Logging on to Workforce Central" on page 24 "Configure a visual theme" on page 27 "Working with passwords" on page 28 "Changing the Relogon session timeout" on page 31 "Working with property files" on page 34 "Configuring a multi-instance environment" on page 36 "Working with Workflow Notifications" on page 39 "Configuring Process Manager and Process Designer" on page 44 "Setting up Delegate Authority" on page 50

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Introduction

Workforce Central infrastructure

Workforce Central applications require the following infrastructure: · · Operating system -- All Workforce Central applications run on Windows; most can also run on UNIX. Application server -- Workforce Timekeeper requires a J2EE-compatible application server: JBoss (delivered by the Workforce Timekeeper installation program). Web server -- All Workforce Central applications can use Microsoft IIS web server software. Most applications can use Apache (delivered by the Workforce Timekeeper installation program), IBM HTTP Web Server, or Oracle HTTP Server. Database -- All Workforce Central applications support an SQL Server database; most also support an Oracle database.

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Earlier versions of Workforce Timekeeper used the term application server to describe the entire Workforce Timekeeper application, which included third-party application server software and web server software, all installed on one machine. Although Workforce Timekeeper v6.0 continues to support this configuration, it also now supports the following configurations: · · Workforce Timekeeper and application server software can reside on one machine and web server software can reside on a different machine. Multiple instances of one or more Workforce Central applications can be installed on the same machine. Each instance can be independent and does not share code, runtime information, or temporary files.

This means that, in Workforce Timekeeper v6.0, the following important distinctions are made: · The term application server is only used in reference to the third-party application server software, such as JBoss, not the Workforce Timekeeper application. The term instance is used to refer to a single copy of a running Workforce Central application. For example, one, two, or more instances of Workforce Timekeeper can be installed on a machine supported by one application server.

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System configuration overview

System configuration overview

Use the System Configuration component to manage and configure the system. As system administrator, you can configure various aspects of a Workforce Central instance, diagnose and correct problems, and establish database and networking parameters. The System Configuration component in Setup contains the following components that deal with administering the system (these are accessible only with administrative rights): · System Information -- Displays a set of tabs representing different characteristics of the system. Clicking each tab displays that area's parameters. This component is used primarily for viewing the current state of the system, although actions are possible from several areas. Log Report -- Displays a workspace that can be edited, enabling you to determine the information to be detailed in the log, and an action menu. This component allows you to create a customized log report. System Settings -- Displays a set of tabs representing different characteristics of the system and a workspace that can be edited. Clicking each tab displays properties for that area, and an action menu. This component allows you to change the values for system properties and to save the changes in a custom property file.

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When the system starts in offline mode, the system configuration components are the only part of the system that are accessible. For information about offline mode, see "Offline mode" on page 25. Because you can access the system through a web browser, you do not need direct access to the system console and property files to administer the system. Instead, you can administer the system from a remote location through System Configuration.

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Logging on to Workforce Central

Users normally access the system through the web logon page specified for the instance: http://web_server/instance/logon where web_server is the name of the machine where the web server software is installed and instance is the name of the instance, which is wfc by default. Note that this URL is case-sensitive. Users of Workforce Employee - HTML Client access the Workforce Timekeeper system through: http://web_server/instance/applications/wtk/html/ess/ logon.jsp Users of Workforce Employee - HTML Client using Quick Time Stamp access the system through: http://web_server/instance/applications/wtk/html/ess/ quick-ts.jsp For more details about HTML Client logons, see the Workforce Central installation documentation. Note: If you specify HTTPS (HyperText Transport Protocol Secure) for your communication protocol on the Web & App Server tab, you must use https:// rather than http:// for the logon URLs. For more information, see "Web & App Server settings" on page 173.

Logging on with Single Sign-on

If you have single sign-on enabled using SiteMinder, you can access Workforce Central using the following URL: http://web_server/instance/logonWithUID For more information about single sign-on, see "Configuring Workforce Central to enable single sign-on" on page 346.

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Logging on to Workforce Central

Enabling Active X controls and plugins

The Download ActiveX controls and plugins is triggered every time you log on. The first time you log on after installing, you need to set the Download Active X control to enabled. 1. In your Internet Explorer Security Internet Options, select Custom Level. 2. In the Security Settings dialog box, set ActiveX controls and plug-ins to settings in keeping with security policies at your site. At minimum, set the Run Active X controls and plug-ins to Prompt. This will prompt the user for a given server the first time, and provide a choice to add the server to a list and avoid future prompts. 3. When you finish, click OK. Note: Optionally, you can add your server(s) name(s) as a trusted server to launch Active X controls.

Offline mode

As system administrator, you may need access to the administration functions of the system, even if the database is offline. When the system starts in offline mode, you can access the system via a special offline logon URL for system administrators. You can also use this offline logon URL if you have single sign-on enabled using Netegrity SiteMinder. To access the system in offline mode, enter the following URL in your browser: http://web_server/instance/offlineLogon where web_server is the name of the machine where the web server software is installed and instance is the name of the instance, which is wfc by default. Note that this URL is case-sensitive. When the system starts in offline mode, the system configuration components are the only part of the system that are accessible. Note: If you specify HTTPS (HyperText Transport Protocol Secure) for your communication protocol on the Web & App Server tab, you must use https://

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rather than http:// for the logon URLs. For more information, see "Web & App Server settings" on page 173. If the database is offline, the Database tab in System Configuration > System Information indicates that the database is offline and that no information is currently available. Specify the offline mode user name and password using the following settings on the Security settings tab: · · site.security.authentication.offline.username site.security.authentication.offline.password keys

The system encrypts the value of this password.

Managing an instance remotely

You can perform the following tasks remotely using any Web browser: · · · Access log reports Change system configuration settings Restart a server

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Configure a visual theme

Configure a visual theme

You can create a custom theme by changing visual properties, including colors and fonts, and by changing logos and graphics. The properties are defined in a style sheet, theme.css, and the graphics are stored in a theme folder, along with the style sheet. All Workforce Central products that are installed with a Workforce Central application server instance use theme.css and the graphics in a theme folder. For detailed information and procedures about creating a custom theme, see "Create a Custom Theme" on page 179.

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Working with passwords

Passwords maintain system security. Within the Workforce Central system, you can perform the following tasks to manage passwords: "Change user passwords" on page 28 "Use the single sign-on feature" on page 28 "Set users' browsers to remember passwords" on page 28 "Change the SuperUser Password" on page 29

Change user passwords

Users can change their password by clicking the Change Password link and entering the new password in the dialog box.

Use the single sign-on feature

You can set authentication so that a user who logs on to the browser can automatically log on to Workforce Central without having to re-enter a username or password. This process is called single sign-on. For information about configuring your system to use single sign-on, see "Configuring Workforce Central to enable single sign-on" on page 346

Set users' browsers to remember passwords

You can set your users' browsers to remember passwords so that they can log on more quickly. You can also disable the Password Save. Caution: Use discretion if you decide to use this capability. Use the following methods to enable or disable Password Save: · Setting Password Save With a Deployment Tool -- Using this method, you can simultaneously enable or disable this capability for all the browsers that use your site. Users cannot change this setting.

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Working with passwords

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Setting Password Save From User Desktops -- If the browsers are already on your users' desktops, you need to change this setting at each browser. You cannot prevent users from altering the setting.

Change the SuperUser Password

The Super User system user account, SuperUser, is the highest-priority system user account that the Workforce Central system administrator uses. A limited number of users should know of and use this account. Note: For an SQL Server 2000 database, SuperUser name is case-sensitive in offline mode only. Online mode is case-insensitive, for example: Online mode: SuperUser Offline mode: superuser

Online mode To change the SuperUser password in online mode: 1. Log on to Workforce Central at: http://web_server/instance/logon where web_server is the name of the machine where the web server software is installed and instance is the name of the instance, which is wfc by default. Note that this URL is case-sensitive. 2. Enter the default logon with the user name, SuperUser, and default password, kronites. 3. Click the Change Password link, enter the user name, the old password, and the new password. Make subsequent logins as SuperUser, using the new password. Offline mode To change the superuser password in offline mode: 1. Log on to the offline page at:

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http://web_server/instance/offlineLogon where web_server is the name of the machine where the web server software is installed and instance is the name of the instance, which is wfc by default. Note that this URL is case-sensitive. 2. Enter the default logon with the user name, superuser, and default password, kronites. 3. In the Setup workspace, select System Configuration > System Settings. 4. Click the Security tab. 5. Change the site.security.authentication.offline. password value. 6. Click Save. Make subsequent logins as superuser, using the new password. Client security You can set your users' browsers to remember passwords so that they can log on more quickly. You can also disable the Password Save. Use the following methods to enable or disable Password Save: · Setting Password Save With a Deployment Tool -- Using this method, you can simultaneously enable or disable this capability for all the browsers that use your site. Users cannot change this setting. ­ For Microsoft Internet Explorer browsers, turn on or off the AutoComplete function using the Microsoft Internet Explorer Administration Kit Customization Wizard; then deploy the browsers to your users' desktops.

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Setting Password Save From User Desktops -- If the browsers are already on your users' desktops, you need to change this setting at each browser. You cannot prevent users from altering the setting. ­ For Microsoft Internet Explorer browsers, turn on or off AutoComplete through the browser's Tools > Internet Options > Content tab.

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Changing the Relogon session timeout

Changing the Relogon session timeout

After a set amount of inactivity, the system times out and prompts the user for the password. Upon entry of a valid password, the system logs the user back into the application. Note: Inactivity is defined as any action that results in direct communication to the server, such as saving, refreshing, or searching. Changing data on a page without saving it is not considered activity and will not reset the Workforce Central timer. Session timeouts for user inactivity are governed by the application server session timeout parameter and the Session Timeout grace period. The Session Timeout grace period represents the number of minutes prior to the application server session timeout that the Relogon dialog box will appear. The Relogon dialog box informs the user that the session is about to time out, and prompts for relogin in order to prevent a time-out. If the user does not respond to the relogin request in time, the application server session times out, the application closes, and the user must relogin through the logon screen. Example 1: Application server Session Timeout = 30 Session Timeout Grace Period = 1 The Relogon dialog window appears after 29 minutes of inactivity; the application server session closes after 30 minutes. Example 2: Application server session Timeout = 60 Session Timeout Grace Period = 10 The Relogon dialog window appears after 50 minutes of inactivity; the application server session closes after 60 minutes.

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Changing the JBoss Session timeout setting

Note: You should copy the web.xml file (WFC.rootdir/Kronos/jboss/ server/instance/deploy/jbossweb-tomcat50.sar) to a backup directory before you change the relogon session timeout. To change the session timeout for the Relogon screen: 1. Stop the application by using the Stop Workforce Central icon. 2. Open the web.xml file in a text editor (WFC.rootdir/kronos/jboss/ server/instance/deploy/jbossweb-tomcat50.sar). 3. Find the following line, where xxx is the number of minutes until session timeout: <session-config><session-timeout>xxx</sessiontimeout></session-config> 4. Enter a new value for the session timeout. The default value is 30 minutes. Do not change this value to a zero (0) or a negative integer. Note: Changing the parameter will affect all clients that attach to the web/ application server. 5. Delete the comment characters (<!-- and --!>) that are located before and after the line of code. 6. Save the file with the original name that it had before you edited it. 7. Restart using the Start Workforce Central icon.

Changing the Workforce Central session timeout grace period

To change the WFC Session Timeout Grace Period: 1. Select Setup > System Configuration > System Settings > Web & App Server.

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Changing the Relogon session timeout

2. Enter a new value for the following key: site.webserver.session.timeout.graceperiod.minutes This value is the number of minutes that the Relogon warning screen should display prior to the application server session timing out. The default value is 1 minute. 3. Click Save to save the changes. 4. Click Restart Server to restart the Workforce Central application. Caution: Do this at a time when no one is logged on to the system. Restarting the server ends all user sessions immediately.

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Working with property files

Property files contain specifications that enable you to configure your system. You can access properties through the System Settings component in System Configuration. If you change information on the tabs in System Settings, the system creates custom files. Do not modify the properties files directly.

Modifying properties

Modify properties using the System Settings option in the Setup component of the Workforce Central system, where each tab specifies a particular set of properties. To change the value of a property, access the appropriate tab, enter the new value in the Value box, and click Save. The system automatically copies this property name and the value that you typed to a custom property file. At startup time, the system overrides the values in the property files with values in the custom property files. For example, if on the Log File tab in System Settings, you change the value for site.log.loglevel from ERROR to INFO, the existing properties file contains the value ERROR and the custom properties file contains INFO. When the system is started, the value INFO overrides the value of ERROR. If you want to restore the initial values associated with a particular System Settings tab, use the Restore Defaults menu item on that tab. For example, using the Database tab, you could set up values for your production database in the initial property file and values for your archived database in a custom property file. Then, if you use the archived database, you can use the custom property file. To return to your production database, use the Restore Defaults menu item on the System Settings Database tab. Groups of properties Properties are grouped by subject matter. Each tab in System Settings deals with one group of properties. Properties are maintained in property files or in database tables. The following list shows the property group that is associated with each

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System Settings tab. You may have additional tabs depending on what products you have installed.

System Settings Tab Audit Business automation Clock Synchronize Database Data Source E-mail Event Manager Global Values Group Edits Java Plugin Locale Log File Logging Context Messaging Portal Printers Record Retention Policy Setup Record Retention Policy Affected Databases Record Retention Policy Options & Tuning Reports Security Service SQL Coverage Startup Timekeeping Web & App Server Property Group site.audit site.processengine site.clocksync site.database dsnname site.email site.eventmanager global site.groupedit site.java site.local site.log site.loggingContext messaging site.portal printer WrmSetting WrmSetting WrmSetting site.reporting site.security site.service site.SQLCoverage test.startup site.transformation site.webserver

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Configuring a multi-instance environment

A Workforce Central installation includes the following software: · Kronos product software -- Workforce Timekeeper as well as optional Kronos products such as Workforce Scheduler, Workforce Attendance, or Workforce Leave. Application server software -- JBoss Web server software -- Apache or Microsoft IIS, with HTTP or HTTPS communication protocol.

· ·

Note: In Workforce Timekeeper v6.0, the term application server is only used in reference to the third-party application server software, such as JBoss, not the Workforce Timekeeper application. You can set up multiple instances of the timekeeping product to improve performance, especially if your organization has more than 2,000 employees. These instances can be set up on the same physical machine or on separate machines. If you set up multiple instances, a user can connect to any instance. The user specifies a Uniform Resource Locator (URL) to connect to the system. This URL depends on whether your system uses load-balancing software from a third party to balance the load of incoming requests and determine which application server receives any specific request. · If load balancing is not used, each user must specify the URL for a specific instance. If you use load-balancing software, all users typically specify the same URL. The software determines which application server handles user requests.

For more information about multiserver envrionments and load balancing, refer to the Guide to Planning a Workforce Central Installation. In addition, for information about setting up multiple instances, refer to the Guide to Planning a Workforce Central Installation and Installing Workforce Timekeeper.

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Configuring a multi-instance environment

Configuring Group Edits for a multi-instance environment

For Group Edits, one instance of Workforce Central acts as the primary Group Edit server. This instance is the only one authorized to run the Group Edit Recovery and Delete threads. Designate one instance as the primary Group Edit server, using the site.groupedit.primaryServer setting.

Configuring e-mail for a multi-instance environment

For Workflow Notifications, the primary Notification server monitors conditions for which the notification is requested, and initiates the preparation of e-mails when the condition is met. You must designate one instance as the primary notification server. This instance can also be used for other purposes, or it can be a dedicated server. Notifications can be configured on any instance, but only the primary notification server can initiate notification processing. You must reconfigure other keys on the E-mail settings tab. If you have a multi-instance environment, you must configure the e-mail function: · By default, the site.email.primary_server value is set to true for all application servers. Determine which is your primary Notification server and set this property to false for all other application servers. For the primary Notification server, set the site.email.smtp.url value to the URL of your e-mail server. For the primary Notification server, set the site.email.sender value to an e-mail address; for example, [email protected] By default, the site.email.enable value is set to false. You must set this value to true on all application servers, if e-mail is supported.

· · ·

Configuring Event Manager for a multi-instance environment

For Event Manager, you can set up events on any instance, but only the primary Scheduler server can schedule the event processing. You must designate one instance as the primary scheduler. This instance can be the same one that runs other applications, or it can be a dedicated server.

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Note: Before you designate an instance as the primary Scheduler, you must ensure that Microsoft Task Scheduler is running by checking Administrative Tools > Services in the Windows Control Panel. In a multi-instance environment, configure the Event Manager function. You can configure every instance as the primary scheduler to manage events created through the Event Manager function. By default, the first instance that comes up that has been configured to be an event manager, is the default Event Manager server. All other instances that come up afterward do not start up as the event manager. If the current event manager instance goes down, it unmarks itself as the Event Manager server so that the next instance that comes up will be the Event Manager. · Windows platforms: By default, the site.eventmanager.enabled setting is set to true for all instances. Although an event can be scheduled from any instance in the system, only the primary Scheduler can initiate the processing of these events. The system automatically determines which is your primary Scheduler. UNIX platforms: Set the value of site.eventmanager.hostname to true.

·

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Working with Workflow Notifications

Working with Workflow Notifications

Workflow Notifications allows you to notify users about changes in the system and conditions such as database status. For example, you can notify a manager if people have not completed their timecards by a specific time in the pay period. In a single-server environment, the notification server is the same as the application server. In a multi-instance or multiserver environment, one instance acts as the primary notification server and monitors all notifications that were created at any instance. At the appropriate time, the notification server generates the notification and e-mails it to the specified recipients.

Notification types

Several types of notifications are available. Each type is a template that you use to set up a specific notification request. There are two categories of notification types: automatic, and those initiated by an event. · Automatic notification types are activated at a predefined period of time before or after the end of a pay period. They provide a mechanism for sending an automatic reminder to a manager or an employee. These types include pay period based for managers and employees. For these notification types, select a HyperFind query from the Recipients drop-down list to obtain a list of e-mail recipients. To notify managers, select the employees listed in the notification by selecting a HyperFind query from the Employees drop-down list. Because the recipient list and the list of people returned from the HyperFind query can be large and unstable, you can modify the lists returned in either HyperFind query. · Event-initiated notification types include the following: ­ Approved, signed off, and edited, which all relate to employees and are associated with timecards. These are initiated by a person who takes an action, such as a manager who signs a timecard. For some types, such as group edit completion and event status, you cannot specify the e-mail recipients, which are determined by the function access profile that contains access control points for the notification type.

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­

Group-edit failures. The recipients are determined by the function access profile that contains an access control point for this notification type, though you can also specify additional recipients. Database unavailable and application server rebooted, both of which require administrative intervention. You can specify the recipients.

­

For more information about notification types, see the online Help for Workflow Notifications.

Available notification

Several types of notifications are available. · For managers, pay period based -- Sent to managers based on the number of days and/or hours before or after the end of a pay period for various reasons, such as all employees whose timecards contain missed punches. For employees, pay period based -- Sent to employees based on the number of days and/or hours before or after the end of a pay period for various reasons, such as all employees whose timecards contain missed punches. Server Notification -- Sent when a user-selected event occurs on a userselected Workforce Central service. Event status -- Sent whenever a change in status is recorded for a Workforce Central event. Database server unavailable -- Sent when the database server becomes unavailable. Application server booted -- Sent whenever the Workforce Central application server is started or restarted. Group edit failed -- Sent when a group edit fails before completion. Group edit completed -- Sent when a group edit has completed. Timecard signed off by manager -- Sent to employees after their timecards have been signed off by a manager. Timecard approved by manager -- Sent to employees after their timecards have been approved by a manager.

·

· · · · · · · ·

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Working with Workflow Notifications

·

Timecard edited by manager after employee approval -- Sent to an employee whose timecard is edited by a manager after the employee has approved the timecard.

For more details and specific configuration instructions, see the online Help for the notification that you are setting up.

Setting up a Workflow Notification

To set up a Workflow Notification, you must first establish the notification properties to enable the process. You do this once, using the e-mail function described in "E-mail settings" on page 117. Specify attributes such as the URL of your Simple Mail Transfer Protocol (SMTP) server, name the sender of the Workflow Notifications, and enable batch delivery. Most of the properties in the e-mail function are established during installation or initial configuration, and do not usually change. After establishing the properties, you can also do the following: · Select the notification type that matches your needs by using the Workflow Notifications component. Complete the template with your specific requirements. The recipients for different notification types are determined differently, as described in "Notification types" on page 39. Depending on the notification type, identify the recipients of the notification. To customize an e-mail message and name it, complete the Name and Message entries. You can find records of people who are candidate e-mail recipients and determine whether e-mail addresses are present for these people, using the People Editor. You can add any addresses not present. If you set up a recurring notification, be sure to update each Person record accordingly as new people are added to or deleted from the list of recipients. · Determine access, as explained in the following section. For example, to configure a workflow notification that would notify a supervisor on the last day of their pay period if any of his/her employees had missed punches for the current pay period:

·

·

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1. Create two HyperFind queries--One HyperFind query to look for employees with the missed punch exception, and the other query to look for just Workforce Managers, using the Workforce Manager Only condition. 2. In the Setup workspace, select System Configuration > Workflow Notifications, add a new For Manager's, Pay Period Based notification. 3. Fill in the Workflow Notification. Fill in the Name, Description, Recipients (select the Workforce Manager Only HyperFind), Employees (select the Employee's with Missed Punches HyperFind), select the pay period they want to reference (lists their Fixed Rules), indicate how many days/hours before/after the pay period end, and define a Subject and Message. 4. Save the notification. Access Notification depends upon access, which is determined by the following: · A function access profile, which identifies a Workforce Central system component to which a group of users has access; for example, HyperFind.If necessary, create an appropriate function access profile in Workforce Central, selecting Access Profiles > Function Access Profiles in the Setup workspace. An access control point, which identifies a specific function that can be accessed, and can be set for Workforce Employees or Workforce Managers. For specified recipients to receive notification, the notification has to be initiated and the recipients must have the appropriate access control point settings in their function access profiles. For example, to set up a notification for a group edit completion, you must also set the E-mail on Completed Group Edit access control point to Allowed. The following notifications types rely on access control points to determine recipients: · · Group Edit completed Group Edit failed

·

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· · · ·

Event Status Timecard signed off by manager Timecard approved by manager Timecard edited by manager after employee approval

To determine whether a Workforce Employee qualifies to receive a notification, in the Setup workspace, select Access Profiles > Function Access Profiles. Click the New button, select Workforce Employee > E-mail Notifications to Employees:

Access Control Point E-mail when timecard edit occurs after employee's approval E-mail when timecard is approved E-mail when timecard is signed off Description Notify an employee if a manager edits a timecard after an employee approves it. Notify an employee if a manager approves his or her timecard. Notify an employee when his or her timecard is signed off after approval.

To determine whether a Workforce Manager qualifies to receive a Workflow Notification, access Setup > Access Profiles > Function Access Profiles > New > Workforce Manager - Department Manager > E-mail Notification:

Access Control Point E-mail a completed group edit E-mail an incomplete group edit E-mail event status Description Notify a manager when a group edit has been completed. Notify a manager when a group edit fails. Notify a user of a change in status for a scheduled event.

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Configuring Process Manager and Process Designer

The Process Manager feature in Workforce Central provides software components and XML-based templates that enable employees, managers, administrators, IS professionals, and business analysts to use and implement online, automated business processes in areas such as Time and Labor, Scheduling, Attendance, and Human Resources. As the system administrator, you perform the configuration tasks described in this section to ensure that all authorized individuals at your site have access to Process Manager and Process Designer components. You perform the maintenance and tuning tasks described in Appendix B, "System Administration of Process Manager," on page 305 to ensure that the business processes run efficiently in the system. Process Manager consists of the following components. All components except Process Designer, which can be installed on a client system, are installed on the server.: · Process Designer -- The visual process design tool installed on client systems. Business analysts and IS professionals use this tool to modify and deploy preconfigured process templates supplied by Kronos. Note about Microsoft Windows Vista users: To log on to Process Designer on a Windows VistaTM client machine, users must have write/modify rights for certain Process Designer folders, or have an administrator account. To assist a Windows Vista user who cannot log on to Process Designer, see the Process Designer chapter in the Workforce Central Process Manager Programmer's Guide, the Process Designer section in the Workforce Central installation documentation, and the release notes. · · Process Engine -- The underlying software on the server that executes the automated business processes created with Process Designer. Cluster Manager -- The Workforce Central tool that you use to allow multiple Process Engine instances to simultaneously access and monitor the same set of processes. Process Templates editor -- The Workforce Central tool that you use to activate business process templates in the system.

·

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·

Process Profiles editor -- The Workforce Central tool that you use to add process templates to process profiles. You can then use the People Editor to assign those profiles to appropriate employees and managers in your organization. Process Administrator -- The Workforce Central tool that you use to monitor and manage all business processes running in the system, as described in Appendix B, "System Administration of Process Manager," on page 305.

·

For additional information, see the Workforce Central Process Manager Programmer's Guide.

Upgrading from an earlier version of Process Manager

If your system has a pre-5.0.5 version of Process Manager, use Start > Settings > Control Panel >Add or Remove Programs to uninstall that old version. Note: Be sure that you make a backup copy of your process template files. Certain global system settings (System Configuration > System Settings > Global Values) have been replaced by application server system settings (System Configuration > System Settings > Business Automation):

Process Manager Pre-5.0.5 global.wba.processengine.enabled global.wba.processengine.heartbeat.interval global.wba.processengine.initialdbconnections global.wba.processengine.maxdbconnections global.wba.processengine.mrucachecapacity global.wba.processengine.threadpoolsize Process Manager 5.1 and later wba.processengine.enabled wba.processengine.heartbeat.interval wba.processengine.initialdbconnections wba.processengine.maxdbconnections wba.processengine.mrucachecapacity wba.processengine.threadpoolsize

Any changes that you made to global system settings on your 5.0 system, must be reapplied to the application server system settings after Process Manager is installed as part of your installation.

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For more information about system settings, see "Specify system settings" on page 46.

Configuring the Server

After you install the application on your server, you must configure the server to support those features. Specify system settings In the Setup workspace, select System Configuration > System Settings. Specify system settings on the following tabs: · E-mail Be sure standard e-mail settings are enabled for your site, including: site.email.smtp_url--The URL of your SMTP e-mail server. · · · Messaging Business Automation Global Values Note: If you save a change to a system setting in Global Values but the system displays an error message stating that you cannot change that setting, select Refresh on the System Settings toolbar to restore the previous setting for that property. If you do not refresh that display, the system may save the invalid setting that generated the error message. Specify the following Global Values setting for Process Manager: ­ global.wba.login.password Specify the following Global Values setting for the vacation bidding application. Set the global.WtkScheduler.ShiftBuilderGovernor.Days property to 0 to ensure that shifts are created daily instead of weekly.

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Note: If you do not set the Shift Builder to run daily, several vacation bidding application functions will not work correctly.

Specify access control points To allow access to Process Manager, Messaging, and vacation bidding functions, you must specify access control points for Everyone, Employees, and Managers. Complete the following steps: 1. In the Setup workspace, select Access Profiles > Function Access Profiles. 2. Allow access to functions based on guidelines in the following table:

Process Manager Everyone Everyone Everyone Everyone Workforce Employee Workforce Manager- Common Setup Workforce Manager - Common Setup Workforce Manager - Common Setup Open an online form Start a business process View the Inbox Access to Task List Employee access to Actions list Process Manager setup Process Administrator access Add templates to process profiles: · · · · Workforce Manager - Common Setup Workforce Manager - Common Setup People Editor > Person Tab API's > API Beans Add Edit View Delete

Workforce Manager - Department Manager Manager access to Actions list

Activate process templates Assign process profiles Access to Process Manager data (required for Process Designer)

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Messaging Everyone Everyone View the Inbox Messaging Access: · · · Create a new message Reply to a message Open a message

3. Repeat for other profiles as necessary and then click OK. Set up the "Reports To" field in primary accounts The process templates that you implement on your system use certain predefined attributes that automatically direct tasks or messages to an employee's manager or a manager's manager, as defined in the database. This feature reduces the need to manually specify individual managers in the templates. To ensure that these attributes work correctly, the primary accounts for employees and managers in the organization who will participate in any process must include an appropriate individual in the Reports To field. If a participant, or resource, in a process does not have an assignment in the Reports To field, the associated task in that process will fail and a failure notification message will be sent to the process administrator. Using a HyperFind Query You can use a HyperFind query to find all employees and managers who do not have assignments in the Reports To field: 1. In the Setup workspace, select Common Setup > HyperFind Queries. 2. Click Edit on the menu bar in the HyperFind workspace. 3. On the Select Conditions tab, under Filters, select Process Manager > Reports To. 4. Select the exclude option. 5. Click Add Condition.

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Configuring Process Manager and Process Designer

Updating the "Reports To" Information You can update the Reports To information in two ways: · · Import the "Reports To" information for a group of people. Use the People Editor in Workforce Timekeeper to update the "Reports To" information individually: a. Select a name and open the People Editor. b. Click the Job Assignment tab. c. Click Primary Account. d. In the Reports To field, select an appropriate name.

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Setting up Delegate Authority

When a manager expects to be unavailable (for example, on vacation), a delegate can be authorized to perform the manager's Workforce Timekeeper tasks during the manager's absence. The delegate can also access the manager's Inbox (Tasks and Messages) and use the manager's Actions list.

Setting up the environment

Use Process Manager to deploy and activate a Delegate Authority template and to assign Process Profiles. To enable a manager to authorize a delegate, the system administrator must perform the following setup tasks: 1. Create a Delegate Data Access Profile that includes the name of the delegate (that is, the individual who will act in the manager's role). 2. Assign the appropriate Delegate Data Access Profile to the manager using the Access Profiles workspace in the People Editor. See the Workforce Central Process Manager Programmer's Guide--Timekeeping and Scheduling for information about configuring process templates.

Setting up the delegate

After the setup steps have been completed, the manager does the following: 1. Identifies a delegate (who already is listed on the manager's Delegates Data Access Profile) who would be authorized to act in the manager's role. 2. Specifies a time period when that delegate would be authorized to act in the manager's role. After a manager has requested that an individual be a delegate (step 2), the designated delegate must accept the request. After accepting a delegation request, the delegate can switch roles and perform the manager's tasks, access the manager's Inbox (Tasks and Messages), and use the manager's Actions list during the delegation period.

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Setting up Delegate Authority

System administrator information (step 1) is included in this book. Information about step 2 is available in online help. For more information, see the Workforce Central Process Manager Programmer's Guide.

Creating and assigning a Delegate Data Access Profile

To identify an individual as a potential delegate who would act in a manager's role during the manager's absence, the system administrator must include the delegate's name in a Delegates Data Access Profile. To create or modify a Delegates Data Access Profile, select Common Setup > Delegate Profiles in the Setup workspace. The Delegates Data Access Profiles page appears. You can do any of the following tasks on this page: · · · · Create a new Delegate Data Access Profile by clicking New. Add or remove the names of potential delegates from an existing Delegate Data Access Profile by selecting the profile and clicking Edit. Duplicate an existing profile (which you can then edit) by selecting the profile and clicking Duplicate. Delete a profile by selecting the profile and clicking Delete.

To assign a Delegates Data Access Profile to a manager, use the Access Profiles workspace in the People Editor. A delegate's data access profile can include as many names of potential delegates as you want. This lets you configure a delegate authority plan according to the needs of your site. For example, you could have an individual Delegates Data Access Profiles for each manager in your organization. Another option would be to list all of the managers in a particular organization in a single Delegates Data Access Profile, then assign that profile to each of the managers in the group.

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Chapter 2

System Information

This chapter explains the System Information component of the Workforce Central system and describes the tasks that you use to administer the system. This chapter contains the following sections: · · · · · · · · · · "Working with System Information" on page 54 "All Servers information" on page 55 "Applications information" on page 57 "Background Processors information" on page 58 "Database information" on page 60 "Licenses information" on page 67 "Meters information" on page 68 "Primary Labor Account Update information" on page 69 "Threads information" on page 71 "User information" on page 73

Chapter 2

System Information

Working with System Information

System Information contains a set of tabs that display information about the current state and configuration of all physical servers and instances in your Workforce Central environment. You can access System Information by selecting Setup > System Configuration > System Information. By selecting System Information options in the Setup workspace, you can click a tab to see the information for that area displayed in a workspace. Although System Information functions are primarily for viewing only, you can do the following: · Update the display with the most current information, by clicking Refresh in the Workforce Central header. Note: You cannot update the workspace using your browser's Refresh button. · · · Print the display, using your browser's print function. Stop and restart threads listed in the Threads tab. Click Restart Server on the Local Server tab, to restart the server. Caution: Clicking the Restart Server button causes the system to shut down immediately. Users receive no advance warning. · · Delete instances that are no longer connected to the database in the All Servers tab. Generate database reports on the Database tab, if you have a SQL Server or ORACLE database.

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All Servers information

All Servers information

The All Servers workspace displays information about all instances of Workforce Central that are connected to the database, whether they are on the same or different machines. The workspace is split into Current Instance and Other Instances in Database. The following information appears: · · · · Application Server Hostname -- Identifies the machine name of each application server that is connected to the database. Instance -- Identifies the Workforce Central instances on the application server. Web Server Hostname -- Identifies the name of the web server machine. Event Manager -- Identifies the instance that is the Event Manager server. Event Manager learns which server is the Event Manager server by looking at the database. Status -- Indicates whether the instance is connected to the database.

·

For example, the following shows that Workforce Central has been installed on two servers--Server1 and Server2--using the same database.

·

The server named Server1 contains two instances -- wfc and wfc1 -- and both instances are currently connected to the database.

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·

The server named Server2 contains one instance, wfc, and is not currently connected to the database

You can click on a application server hostname to open up a workspace with information specific for the application server/Workforce Central instance combination. The following information appears: · · · · · · · · · · · · Application Server Hostname -- Identifies the name of the application server machine. Application Server IP Address -- Identifies the IP address of the application server machine. Inter Process Connection URL -- Identifies the URL of the instance. Web Server Hostname -- Identifies the web server for the application server machine. Status -- Shows whether the instance is connected to the database and whether the instance is online. Application Context -- Identifies the context of the instance. Application Name -- Identifies the name of the application. Application Description -- (Optional) A description of the application appears if you entered a descriptive name with the Instance Manager. Logon URL -- Identifies the URL used to log on to the instance. Event Manager -- Identifies if the instance is the Event Manager server. Language -- Shows the language of the instance. Reports Engine -- Shows whether the reports engine is enabled for the instance.

Click Remove from Database to remove an application server/instance that is disconnected from the database and is no longer part of Workforce Central.

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Applications information

Applications information

The Applications workspace displays the names and version numbers of the products that are currently installed on the specific instance. This list of products can also be found in: WFC.rootdir\instance\applications

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Background Processors information

The Background Processors workspace provides access to lists of employees who have been excluded from totals calculation or have untotalized Historical edits. · · If there are employees with untotalized Totals Calculations, the number appears as a link to the Totals Calculation - Excluded Employees. If there are employees with untotalized Historical edits, the number appears as a link to the Historical Edits with Retroactive Pay Calculation - Excluded Employees.

Click Resubmit All Employees for Totals Calculation to submit all of the employees that qualify for totalization without going to the Totals Calculation Excluded Employees workspace. Click Resubmit All Employees for Historical Edits to resubmit all of the employees that qualify for retroactive totalization without going to the Historical Edits with Retroactive Pay Calculation - Excluded Employees workspace. Note: Submitting one or more employees for totalization means that they become eligible for retotalization. The retotalization does not occur until a background processor is available.

Totals Calculation - Excluded Employees

The Totals Calculation - Excluded Employees workspace lists employees who have been excluded from totals calculation. The list appears in table format and contains the following information for each employee: · · · · · A check box that indicates whether the employee has been selected for submittal to totals calculation Name Person ID from Database ID Field from People Editor Last Totals Update

You can perform the following actions:

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Background Processors information

· · · ·

Select All -- Selects all of the viewable employees Deselect All -- Deselects all of the viewable employees Resubmit -- Submits selected employees that qualify for totalization Click Background Processors to return to the Background Processors workspace.

Historical Edits with Retroactive Pay Calculation - Excluded Employees

The Historical Edits with Retroactive Pay Calculation - Excluded Employees workspace lists employees who have been excluded from historical edits with retroactive pay calculation. The list appears in a table format and contains the following information for each employee: · · · · · · · A check box that indicates whether the employee has been selected for submittal to totals calculation Name Person ID from Database ID Field from People Editor Select All -- Selects all of the viewable employees Deselect All -- Deselects all of the viewable employees Resubmit Employees -- Submits selected employees that qualify for totalization

You can perform the following actions:

Click Background Processors to return to the Background Processors workspace.

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Database information

The Database information tab has the following workspaces: · "Database" on page 60 -- Displays the status and details about the database to which the Workforce Central server is currently connected; enables you to run and view various database reports. "Database Report Status" on page 61 -- Displays the current list of database reports. "Database Report Display" on page 62 -- Displays a database report that you selected in the Database Report Status workspace.

· ·

Database

The Database workspace displays status and details about the database to which the Workforce Central server is currently connected, and provides information about how to run and to view various database reports. The following information appears in the workspace: · · · · · Database Name -- The database shown is the one to which the instance is currently connected. (Your instance can connect to different databases.) Status -- Shows whether the database is online. Version -- Shows the version of the database. Database Server -- Shows the name of the database server. Server Time -- The time of day shown is the time used for all time-specific data. Synchronize your application server's time of day with that of the database using the Clock Synchronize tab. For more information, see "Clock Synchronize settings" on page 105. ­ ­ If the database and the application server are in the same time zone, the Workforce Central system uses this value. If the database and the application server are in different time zones, the system accommodates the different time zone.

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­

If employees are in time zones that do not observe Daylight Saving Time, the server should be configured in a time zone that does not observe Daylight Saving Time.

· · ·

Database Product -- Shows the type of database. Product Version -- Shows the version of the database type. Available Database Reports -- Shows the available database reports.

If you have an SQLServer or ORACLE database, you can run database reports that provide statistical and diagnostic information. The Available Database Reports list box contains four predefined reports (Space allocation, Schema Reconciliation Information, Tuning Parameters, and Object Reconciliation Information). You can create and list custom reports here by building your own Database Report Definition (DRD) files. For more information, see "Creating Database Report Definition files" on page 63. You can use these reports to view information such as: · · · · · How much space is left Number of extents available Table space definitions Grants and permissions Performance tuning parameters

Click View Report Status to access the Database Report Status workspace. The View Report Status link is active even if there are no reports listed in the Database Report Status workspace. When there are no reports, an empty list appears. To run a report, select a report from the list and then click Run Report. When you run a report, the Database Report Status workspace appears automatically.

Database Report Status

The Database Report Status workspace displays the current list of database reports. The list appears in format and contains the following information for each report:

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· · · · · · · · · ·

A check box that indicates whether the report has been selected for deletion Report Name Status Start Date and Time Finish Date and Time Requested By User Refresh Status -- Updates the workspace with any new or updated data Select All -- Selects all of the reports Deselect All -- Deselects all of the reports Delete -- Deletes all selected reports from the list

The following menu items are available:

Click on a report name of a completed or failed report to view the report. Click the Database tab or the Database link to return to the Database Information workspace. Click Refresh to update the workspace with any new or updated data. Note: You cannot update the workspace using your browser's Refresh button. The system periodically deletes reports from this workspace if you do not manually delete them. You can configure the length of time that it takes for a report to be automatically deleted using the site.database.all.dbreport.Report.RepTimeToLive key on the Database settings tab in System Settings. The value is expressed in hours and the default is 72 hours.

Database Report Display

The Database Report Display workspace displays a database report that you selected in the Database Report Status workspace. Click Report Status to access the Database Report Status workspace. Click the Database link to return to the Database information workspace.

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Database information

Working with database reports

You can run, display, and delete database reports using the Database tab in System Information. To run a database report: 1. In the Setup workspace, select System Configuration > System Information > Database. 2. In the Available Database Reports box, highlight the report. 3. Click Run Report. To display a database report: 1. In the Setup workspace, select System Configuration > System Information > Database. 2. Click View Report Status. 3. In the Database Report Status workspace, click the report name. To delete a database report: 1. In the Setup workspace, select System Configuration > System Information > Database. 2. Click View Report Status. 3. In the Database Report Status workspace, select the report by clicking the check box next to the Report Name. 4. Click Delete. 5. Click OK in the confirmation dialog box.

Creating Database Report Definition files

You can create custom reports that will appear in the Available Database Reports list box by building your own Database Report Definition (DRD) files. The DRD file must contain all four attributes that the database reporting framework needs to execute the report: name of the report, database platform ID, SQL type, and SQL string. The attributes are expressed using Key and Value pairs. The Key and Value pairs are:

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·

Name of the report ­ ­ The first key component can be anything, but you must use it as the first component for each of the four keys that comprise the DRD file. The second key component can be anything, but you must use it as the second component for each of the four keys that comprise the DRD file. It must be unique among other DRD files. If the system detects a duplicate value in more than one DRD file, then only the first DRD file is displayed in the report list and any duplicates are ignored. The third key component must be reportName.

­

The entire key must be followed by the " = " string, followed by any value as the reportName, such as Person Report. Kronos recommends that you name the DRD file using the same name as the report to easily associate a report with its DRD file. For example, sqlServerPersonReport.drd. · Database platform ID ­ ­ ­ The first component is the same as the first key component for the report name attribute. The second component is the same as the second key component for the report name attribute. The third key component must be dbPlatformID.

The key must be followed by the " = " string, followed by either of the valid values SQLSERVER or ORACLE. · SQL Type ­ ­ ­ The first component is the same as the first key component for the report name attribute. The second component is the same as the second key component for the report name attribute. The third key component must be sqlType.

The key must be followed by the " = " string, followed by either of the valid values STANDARD or STORED. Since our hypothetical example uses SQL, not a stored procedure, the value paired with this key is STANDARD.

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·

SQL String ­ ­ ­ The first component is the same as the first key component for the report name attribute. The second component is the same as the second key component for the report name attribute. The third key component must be sqlString.

The key must be followed by the " = " string., followed by the executable SQL or the name of the stored procedure.

Guidelines for creating Database Report Definition files

A customized Database Report Definition (DRD) file must conform to the DRD file format. To ensure that customized database reports execute correctly, follow these rules: · · · · · · The contents of a DRD file must be entirely in ASCII text. The contents of a DRD file must comply with the key and value format. The DRD files must reside in the folder WFC Installation\wfc\reports\DBReports\DRD The extension of a DRD file must be .drd (must be lowercase). Kronos recommends that you use SELECT statements only. SELECT statements usually return results sets. Kronos recommends that you not use stored procedures, especially when SELECT statements can be used instead. A stored procedure against a SQL Server database will likely return a result set, but will not return report column headers. As stored procedures become more complex, the result set(s) become less predictable. A stored procedure against an Oracle database does not even return a result set, so it does not produce a report at all. If you specify a stored procedure (as opposed to actual SQL) to produce the report, you must ensure that the compiled procedure resides in the database. You can create an SQL Server stored procedure through Query Analyzer (SQL Server 2000) or Management Studio (SQL Server 2005), or you can pass a script file containing the Create Procedure statement to an Open

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Database Connectivity (ODBC) or Java Database Connectivity (JDBC) connection to build the procedure. In either case, you must have the appropriate permissions to create objects in the database. Stored procedures are compiled by issuing the Create Procedure command. Once compiled, they reside in the database. · If your Create Procedure statement has no syntax problems and is correctly referencing existing DB objects, then the statement creates and compiles the procedure. If there are problems that will not let the procedure be created in a valid state, note that the procedure gets created but is in an INVALID (uncompiled) state. You should test your SQL or stored procedure prior to executing it from the feature. The application is not responsible for the correctness of the SQL, so you must ensure that the SQL works as intended. Executing a bad DRD file may or may not return anything in the way of a results set. Therefore, there is no guarantee that you will see anything that will be helpful if you view the report. The report appears in the Report Status page with a status of Failed. The application does not check to ensure that there is adequate disk space for the report results file since there is no way to know in advance what the size of the results file will be. You must be logged on as a user who has access rights to the System Configuration features as well as full-access rights to the database. This logon includes the user name that was specified at installation time, as well as the username "SuperUser" and the usual password associated with that username. The purpose of the feature is to generate reports, not to perform updates (such as inserts, changes, and deletes).

·

·

·

·

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Licenses information

Licenses information

The Licenses workspace displays the current licensing information for Workforce Central instance. You can view your license limit, licenses in use, and the resulting license availability for each product. Click Reread License Files to update the workspace with any new or updated data based on the files contained in the \Kronos\instance_name\licensing and \Kronos\wfc\lm folders. The notification threshold at the top of the workspace specifies the number of licenses left available before a notification is sent warning that the number of available licenses is getting low. The threshold value is a percentage of the total number of licenses. For example, if you have licenses for 1000 employees, and the percent is set to 90, an e-mail notification is sent out when the number of licenses in use reaches 900. You can edit the notification threshold by changing the value in site.email.license.percent in E-mail Settings. You define the notification e-mail address during the notification configuration process. If you have multiple servers, you must install WPKLicense update files on each server and each server's license workspace must be refreshed for the additional licenses to be available for that server.

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Meters information

The Meters workspace lists the performance utilities that are installed on the application server or instance. By studying the results of running these meters, you can assess the performance of your system and analyze peak usage periods. To view the results for a specific meter, click the blue triangle to the left of the meter name. Click Reset to restore a meter to its initial state (before the system collected any data). The Reset feature is intended for debugging when you are working with a Kronos Representative.

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Primary Labor Account Update information

Primary Labor Account Update information

The Primary Labor Account Update Information tab contains the following workspaces: · "Primary Labor Account Update" on page 69 -- Displays the number of people who have changes in their primary labor account that need to be updated after the organizational mapping process occurs. "Resubmit All People for Account Update" on page 69 -- Displays the people who have changes in their primary labor account after the organization map process occurs that needs to be updated.

·

Primary Labor Account Update

The Primary Labor Account Update workspace lists the number of people who have changes in their primary labor accounts that need to be updated after the organizational mapping process occurs. The primary labor account consists of a job and a labor account. If a change occurs in the job hierarchy and the organizational mapping process cannot determine the logical primary labor account, the primary labor account needs to be manually updated. After you manually update any employee's primary labor accounts, click Resubmit All People for Account Update to submit all employees that qualify for primary labor account updates. For information about updating employees primary labor accounts in People Editor, see the online Help.

Resubmit All People for Account Update

The Resubmit All People for Account Update workspace lists the people who have changes in their primary labor accounts that need to be updated after the organizational mapping process occurs. The list of employees appears in a table format that contains the following information for each employee: · · A check box that indicates if the employee has been selected for primary labor account updates Name

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· · · · ·

Person ID from Database ID Field from People Editor Select All -- Selects all of the viewable employees. Deselect All -- Deselects all of the viewable employees. Resubmit People -- Submits any selected employees that qualify for totalization.

The following actions are available:

After you manually update any employee's primary labor accounts, submit it for primary labor account updates. For information about updating employees' primary labor accounts in the People Editor, see the Help topic "Changing a person's profile." Click Primary Labor Account Update to return to the Primary Labor Account Update workspace.

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Threads information

Threads information

The Threads workspace lists the long-running daemons that are currently running on the instance. Keep track of these daemons to see that they run as expected. You can stop and restart the daemons. Each row shows the following information: · Restart -- Click to restart a thread that is Stalled or Stopped, which is specified in the State column. ­ ­ · Restarting a Controller thread restarts all the Worker threads that are associated with it. Restarting a Worker thread has no effect on any other thread.

Stop -- Click to stop a daemon that is currently running, to prevent a process from running out of control or looping. ­ ­ Stopping a Controller thread also stops all the Worker threads associated with it. Stopping a Worker thread has no effect on any other thread.

· ·

Thread -- Each thread has a unique name. Type -- Identifies the thread as a Controller or Worker. ­ ­ A Controller is a parent thread, and can have one or more Worker threads associated with it. A Worker can be a child thread that is associated with one Controller thread, or it can be launched independently. Running; the thread is currently performing work. Stopped; the thread is not currently running. Stalled; the thread is not doing useful work; it has encountered a problem and is unable to proceed. The system activates Controller threads periodically. If a Controller thread is activated and identifies a child Worker thread that is stalled, the Controller thread restarts the stalled Worker thread.

·

State -- Identifies the current status of a thread: ­ ­ ­

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­ · ­ ­ · ·

Ready and waiting for work. For a Worker thread, this column identifies its parent Controller thread. For a Controller thread, this column has a blank value.

Controller -- Identifies if the thread is a Controller or Worker.

User Name -- Identifies the user who started the thread. If the system started the thread, the value of User Name is blank. Description -- Contains short definitions of each thread.

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User information

User information

The User workspace identifies users who are currently logged on to the instance. Information for each user appears in a separate row. You can use this workspace to see who has logged on to the instance. Users should have a separate system ID and should not all use superuser as a login. In addition to the logon time, the following information appears for each user: · The Last Access column shows the last time that each user took an action in the session. It also identifies users whose sessions have remained inactive for a period of time. The Elapsed Time column shows how long a user session has lasted. This column can also identify unusually long-running sessions. The Remote User column identifies the Internet Protocol (IP) address of the user's PC. If multiple users have the same User Name, the Remote User column distinguishes between them.

· ·

Click Refresh to receive up-to-date values for Last Access and Elapsed Time.

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Chapter 3

Log Report

This chapter explains the Log Report section of the System Configuration component and describes the tasks that you use to work with log reports. This chapter contains the following sections: · · · · · "Log reports" on page 76 "Log files" on page 79 "Log file report" on page 81 "Filtering and running log reports" on page 82 "Archiving system log reports" on page 83

Chapter 3

Log Report

Log reports

Use the Log Report workspace to specify parameters for a log report based on information in the system log files. You can: · · · Arrange this information into customized reports. Generate reports by using the default values or by specifying a log filter to produce a more concise report. Distribute the reports by e-mail, by highlighting, copying and pasting the log report output to a file, then e-mailing the log report file as an attachment.

Although you can access any log file with a text editor, such as Wordpad, log files can be large and unwieldy. You can create a customized log report using the Log Report workspace. The default location for log reports is: · · Windows: WFC.rootdir\logs UNIX: WFC.rootdir/wfc/logs

The Workforce Central system records system events for each instance in one or more system log files. If you have a multi-instance environment, each instance has its own set of log files. To specify multiple items in a drop-down list, use Shift+Click to select adjacent items, or use Ctrl+Click to select random items. Click Run Report to run a log report after you have selected filter criteria. Click Refresh to restore the report defaults and update the instance list with any new instances attached to the same database. You can print the report using the print function in your browser. The printout might be useful for analysis and troubleshooting. · In Internet Explorer, click Print or right-click on the report page and select Print.

Key and value details Servers -- All server-instance combinations that are connected to the same database are listed. The format is:

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Log reports

server_name/instance_name where the default is server_name/wfc. Select one or more server/instance combinations or select All. The default setting is All. A log report can span multiple server/instance combinations. Note: If you have multiple servers or multiple instances attached to your database, consider selecting a subset to lessen the possibility of memory errors. If you select a subset, you will need to run the log report several times, with different server/instance combinations each time, to ensure that you get data from all of the instances. The decision to select a subset depends on multiple factors, such as the amount of memory on the host machine, the number of servers or instances connected to the same database, and the filtering criteria supplied for the log report. Start Date and End Date -- The Start Date and End Date specify a range of dates. Times are optional. The first value is always the Start Date. The report includes messages that were generated during the specified date and time ranges. Context -- Context classifies log messages by the Workforce Central instance that generated them. You can filter your report based on the context categories that you need. The default is All. If you select multiple contexts, the report includes messages from each context in the order in which you selected them. The purpose of this entry is to reduce the amount of information that is mined and retrieved for a report. If you know that a specific context is involved with a problem, specify that context to significantly reduce the amount of data that you read. For example, if your problem involves WFC.WFP.DAEMON, select that function from the list to see only records related to that context. Kronos recommends that you use the Context option when requested to do so by Kronos Global Support. Most of the time, select All. User Name -- A User Name is a user session name associated with a message. The log includes the system as a user. The default is All. Set this variable to a specific user name to find all log entries associated with this user. To enter

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multiple user names, put a comma (,) between each user name. A space is not required between the comma and the next user name. Priority -- This value determines the severity level display of the system log. Severity levels are not inclusive, so you can request one level, several levels, or all. The default value is All. Specifying All includes all available log levels. You set the value of the site.log.loglevel property in the Log File tab of the System Settings component. The available severity levels are: · · · · · All = All messages ERROR = The most serious messages WARNING = Cautions that might indicate future problems on the server INFORMATION = Informational messages DEBUG = Entries you will report to Kronos support personnel (not intended for general use) Note: Use DEBUG only if requested by Kronos Global Support. Message Contains -- (Optional) The Message Contains value is a text string typically found in messages. The default is all message text. In the text box, you can specify any text string that occurs in the message portion of the log record to get only records containing that text. You cannot use the percent sign (%) or the single quote (`) in the text string. Sort By -- The Sort By filter arranges the report in the order of the selected criteria. If a report is sorted by date, priority, or context, the messages in the report are ordered as follows: · · · Date Priority (ERROR, WARN, INFO, DEBUG) Selected context groups

The default sort order is date.

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Log files

Log files

Workforce Central contains multiple log files. The most commonly used log file is the system log file.

System log file

When your system was installed, the value of the property site.log.file.name was set to WFC.log. The name WFC.log is used for the first log file name in the drop-down list. The WFC.log file is the file currently being written. When WFC.log reaches its maximum size, the file is renamed to WFC.log.1, the names of other log files are incremented by 1, and a new WFC.log file is created. The number of log files available depends on the number of log files that you specified in the site.log.file.rollover.maxlogs property. This property is available in the Log File tab of the System Settings component. · · If you specified 0 (zero), the only log file written is WFC.log. When that file is completed, it is emptied and rewritten. If you specified a number other than zero, you can have as many completed log files as that number specifies. The oldest log file has the highest number. When the maximum number of log files is reached, the oldest one is recycled.

Note: Do not modify a log file using a text editor. The log report expects a certain format, and changes may prevent the report from displaying properly.

Component log files

Other log files that record system activity are: · IIS web server ­ \Windows\system32\LogFiles\W3SVC1\ex<date>.log

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·

Apache web server ­ ­ ­ ­ ­ \Kronos\Apache\Logs\access<#>.log \Kronos\Apache\Logs\error.log \Kronos\Apache\Logs\ssl.log \Kronos\Apache\Logs\mod_jk.log /usr/local/apache2/logs (UNIX) Kronos\jboss\server\instance_name\log\boot.log Kronos\jboss\server\instance_name\log\server.log Kronos\instance_name\licensing\LicenseConversion.vls \Kronos\instance_name\logs\WFCReporting<#>.log \Kronos\instance_name\logs\WFCEvtMgr.log \Kronos\instance_name\logs\StartupError.log \Kronos\instance_name\logs\StartupInfo.log \Kronos\processdesigner\kpe\kpe.log

·

JBoss application server ­ ­

· · · ·

Workforce Central license ­ ­ ­ ­ ­ Reports Event Manager Workforce Central start up

·

Process Manager ­

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Log file report

Log file report

A log file report contains one system log message per line. The line contains information in the following order and format: · · · · · A time stamp of the form yyyymmddhhmmss; for example, 20020207040816. The name of the context for which the message was recorded; for example, WFC.STARTUP. The user ID of the user who caused the message to be written. The log level (or severity) encountered; for example, INFO. The text of the message; for example, Initializing WFC properties....

Note: These log report facilities are only available for the system log and they do not include information recorded in specialized logs for the Event Manager or Reports. You might see an Event Manager or a Reports exception in the system log. However, you should examine the logs for those components, rather than relying on the system log to inform you of a problem. The following example illustrates a system log file:

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Filtering and running log reports

You can filter log reports to include only certain log messages. All criteria are optional. Limit the report content by specifying content that can help you analyze server activity. Results are always in alphabetical order, based on the sort order that you specified in the Sort By selection boxes. To filter and run a log report: 1. In the Setup workspace, select System Configuration > Log Report. 2. Select the filter criteria from the following options: ­ Select a server/instance from the Servers box.

Note: If you have multiple servers or instances attached to your database, consider selecting a subset of the server list to lessen the possibility of memory errors. If you select a subset, you will need to run the log report several times, with different servers each time, to obtain data from all of the servers. The decision to select a subset depends on multiple factors, such as the amount of memory on the host server, the number of servers connected to the same database, and the filtering criteria supplied for the log report. ­ ­ ­ ­ ­ Enter the start date. Enter the end date. Select one or more context categories from the Log Context box. Enter one or more user names. Separate multiple user names with a comma and no space before the next user name. Select one or more priorities from the Priority box.

3. Enter a [single] text string in Message Contains. 4. Choose a method for sorting the results. 5. Click Run Report.

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Archiving system log reports

Archiving system log reports

Log files are automatically created in the WFC.rootdir\instance_name\logs directory using the following default criteria: · · A new log file is created when the current log file is greater than 500KB. Up to 10 logs are kept.

The oldest log file has the highest number. When the maximum number of log files is reached, the oldest one is recycled. To set your own archiving schedule, do the following: 1. In the Setup workspace, select System Configuration > System Settings > Log File. 2. In the site.log.file.rollover.maxsize key, specify the maximum size of the log file before rollover occurs. 3. In the site.log.file.rollover.maxlogs key, specify the maximum number of logs to save. 4. Click Save.

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Chapter 4

Log File Gathering

Use the Log File Gathering tool to gather all the log files in your Workforce Central system into one ZIP file. The ZIP file contains a report file that describes the server instance information you gathered, and ZIP files from each server instance. This information is invaluable for troubleshooting. This section contains the following: · · · "Listing the log files to be gathered" on page 86 "Gathering log information" on page 88 "Opening gathered log files" on page 89

Chapter 4

Log File Gathering

Listing the log files to be gathered

You can list additional log files to be gathered when you run the Log File Gathering tool. In the Setup workspace, select System configuration > System Settings > Log File, add the log file names to site.log.file.gather.list. This list is in comma-delimited format. Note: Do not remove any parts of the original list of files, including commas. When the Log File Gathering tool runs, it skips over files that are not listed correctly. Removing any parts of the original list could cause the tool to generate an incomplete list of log files. If IIS is installed and the IIS log files are not in the default location, add the appropriate path to site.log.file.gather.list. The default location for IIS logs is C:\Windows/system32/LogFiles/HTTPEERR/* and C:\Windows/system32/LogFiles/W3SVC1/*. Note the following: · When the web server and application server are separated on different machines, only application log files are collected unless you map the web server log directories and add them to site.log.file.gather.list. If reports are stored and rendered by SQL Server Reporting Services (not RDLC), you should map to the SQL Server directory and add the log files to site.log.file.gather.list. Dedicated servers such as BGP, reports, DCM, and so on do not accept remote work. Map to the network directories and add the log files to site.log.file.gather.list. IIS logs will be collected regardless of the fact that Workforce Central might not be deployed under IIS.

·

·

·

If the log files to be gathered are very large, there are three properties that can be adjusted. These properties are in WFC.rootdir\Kronos\wfc\ applications\wpk\properties\custom_wpksite.properties. Change these settings only upon the direction of a Kronos Service Representative · site.zip.manager.lock.retries.max -- Indicates the number of retries in case of file locking. The default is 3.

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· ·

site.zip.manager.lock.sleep.interval -- Indicates the wait time between the retries in case of file locking. The default is 500. site.log.file.gathering.timeout -- Indicates the timeout of the remote zip transfer (in seconds). The default is 1200.

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Gathering log information

Use the Log File Gathering tool to gather all the log files in your Workforce Central system into one ZIP file. Click Refresh to update the Servers list with any new servers. If you gather log files for web and application servers that are on different machines, all logs except the web server logs will be collected. To gather the logs into one ZIP file: 1. In the Setup workspace, select System Configuration > Log File Gathering. The Log File Gathering workspace appears. 2. In the Servers field, click the servers from which you want to gather log files or click All. Some of the log files may be on different machines. The name of the server in the list of Servers includes the machine name. 3. In the Log Archive Destination field, update the path of the ZIP file's location. This is the location of the zip file on the server. You can specify a destination that is on another server, as long as you have access to that server. 4. Click Gather Logs. The Log File Gathering workspace changes to a table that shows the application server hostname instance for the ZIP file that you are creating. 5. Click Refresh, to update the Status field. Click View Gather Log Status, to get back to the status of the current accumulation in progress. When the log files have been gathered into the ZIP file, the Status column shows Success, Request done appears at the end of the file, and the Log Archive Destination field shows the server and path where the ZIP file is located.

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Opening gathered log files

Opening gathered log files

The ZIP file that is created when you run the Log File Gathering tool contains ZIP files that come from each server/instance. These zip files contain in their names the server name and instance name. The server name and the instance name are also included in the paths of the log files that are gathered. There is also a text file in the master ZIP file that lists each server name and instance name combination, and whether the gathering was successful. To open the gathered log files: 1. Copy the master ZIP file to a new directory. 2. Open the master ZIP file. 3. Extract the text file and all ZIP files within the master ZIP file to the current directory you are in. 4. Open each ZIP file and extract the contents into the current folder. Note: In the Extract dialog box, clear Overwrite existing files and select Use folder names. The Readme file contains information about what logs were gathered for the particular server and instance.

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Chapter 5

System Settings

This chapter explains the System Settings section of the System Configuration component and describes the tasks that you use to work with system settings. This chapter contains the following sections: · ·

· · · · ·

"Overview" on page 93 "Working with System Settings" on page 94

"Audit Settings" on page 98 "Background Processor settings" on page 102 "Business Automation settings" on page 99 "Clock Synchronize settings" on page 105 "Database settings" on page 109 · · · · · · · · · · · · · "Logging Context settings" on page 148 "Messaging settings" on page 149 "Printers settings" on page 150 "Reports settings" on page 157 "Record Retention - Affected Databases settings" on page 152 "Record Retention - Database Setup settings" on page 153 "Record Retention - Options & Tuning settings" on page 154 "Security settings" on page 160 "Service settings" on page 167 "SQL Coverage settings" on page 169 "Startup settings" on page 171 "Transformation settings" on page 172 "Web & App Server settings" on page 173

It also contains descriptions of the following System Settings tabs:

· "Data Source settings" on page 107 · "Display settings" on page 116 · · · · · · · "E-mail settings" on page 117 "Event Manager settings" on page 120 "Global Values settings" on page 126 "Group Edits settings" on page 136 "Java Plug-in settings" on page 139 "Locale settings" on page 140 "Log file settings" on page 145

Note: The settings described in this chapter are a representative sampling of the most common settings. The actual settings that appear on your system may vary, depending on the add-on applications that you have installed. For information

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about system settings that are not described in this chapter, refer to the documentation for the products that you have installed.

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Overview

Overview

The System Settings workspace displays a set of tabs representing different characteristics of the system that relate to your environment. The exact System Settings tabs that appear depend on the combination of applications from the Kronos suite that have been installed. Clicking each tab displays properties for that area that can be edited, and an action menu. When you change and save the values of system properties, your changes are stored in a custom property file. System Settings are derived from the configuration files that contain the properties and parameters for configuring your system. Typically, your system is configured during or shortly after installation. If you have an administrator access profile, you can edit the system settings. After the initial configuration, avoid editing settings except to fine-tune or adjust the system for a different environment. Caution: Always access properties through System Settings in the System Configuration component, which creates custom files. Accessing the properties files directly could lead to errors that could render your system unusable. When you modify a property using System Settings, the system automatically writes to the appropriate custom property file. You cannot inadvertently modify the wrong file. There are two types of properties: · · Site-specific -- Properties that pertain to a single Workforce Central instance. These properties are maintained in property files within the specific instance. Global -- Properties that pertain to all instances in the system. These properties are maintained in the database.

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Working with System Settings

Use the System Configuration component to manage and configure the system. · · · · "Before editing a configuration setting" on page 94 "Editing a configuration setting" on page 95 "Using system settings" on page 95 "Understanding properties validation" on page 97

Before editing a configuration setting

For your convenience and for your system's protection, the changes that you make to the configuration settings are recorded in custom_filename.properties, where filename.properties is the name of the associated properties file containing the default settings. Further changes that you make to configuration settings are backed up using custom_filename.properties.nn, where nn is the next lowest available number between 1 and 999. If you return the configuration settings to their default values, the custom_filename.properties file will contain only comments. Note that settings that are not stored in properties files (for example, Global Values) are not recorded or backed up in this manner. After editing a configuration setting, verify that your changes return the correct results. This verification is important because the values that you enter are not verified for appropriateness of the entry, spelling, or the number or type of characters. Changes that you make to site-specific properties do not take effect until you restart the instance. Click Restart Server on each system settings tab to restart the Workforce Central application. You receive a confirmation message before the restart occurs. Changes to global properties take effect when you save your edit; you do not need to restart the server. Caution: Clicking Restart Server causes the Workforce Central application to shut down immediately. All user sessions are terminated with no warning.

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Working with System Settings

Editing a configuration setting

1. In the Setup workspace, select System Configuration > System Settings. 2. Click the tab for the configuration setting to edit. 3. In the value section of the setting, select a new setting or type the new entry over the current setting. 4. Click Save. Tips for editing configuration settings: · · · You can change more than one property value on a setting tab before you click Save. To return to the last saved settings, click Refresh. To return the default configuration settings of site-specific properties, click Restore Defaults. (You cannot restore defaults to global properties.)

Using system settings

From a System Settings tab, you can do the following: · Save -- When you click Save, the system looks for modifications to properties in the tab that is currently visible. The system behaves differently, however, depending on the type of property that you are saving: ­ When you save a change to a global property, the system modifies the value in the database immediately. (Global properties pertain to all instances in the system and are maintained in the database.) When you save a change to a site-specific property, the system saves the change, but the change does not take effect until you restart the instance. (Site-specific properties pertain to a single Workforce Central instance and are maintained in property files within the specific instance.)

­

·

Restore Defaults -- When you click Restore Defaults, the system archives all site-specific custom properties that are visible and restores all of the original properties for this tab.

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Note: Restoring defaults has no effect on global properties that are maintained in the database. Modified database values remain modified. · Restart Server -- Click Restart Server to start the instance again so that site-specific property changes can take effect. Restart Server causes the Workforce Central instance to shut down immediately. Then, the instance restarts. Caution: Clicking Restart Server causes the system to shut down immediately. All user sessions are terminated with no warning. · Add -- The Printers and Data Source tabs allow you to add printers and data source names. When you click Add on these tabs, a new empty instance of the property name appears, with the next sequential number attached to the name. You can then enter the value of the new property. For example, you can add another printer on the Printers tab. If printer.1 through printer.6 are already in use, click Add to get the new property, printer.7, and enter the qualified name for the seventh printer. You can property instances empty. For example, if your list included a property instance, printer.8, with the value MyPrinter;\\printer\print, and you remove this printer, you can delete the value and leave printer.8 empty. If it has no value, the system ignores this property instance. Some property instances are described by multiple properties. If you click Add for an instance that requires multiple properties, you receive multiple new properties for the new instance. For example, if you click Add on the Data Source tab, you get new property names for dsnname.n.name, dsnname.n.pwd.rsa, and dsnname.n.usr, where n is the next sequential object. To add a new dsnname instance, you must provide values for all three properties. · Refresh -- Click Refresh to update the workspace with any new or changed data.

Note: If you make changes to any of the site-specific system settings, you must restart the application for the changes to take effect.

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Working with System Settings

Understanding properties validation

Validation is performed on most properties settings when you click Save or Restore Defaults. The following validations occur, where appropriate: · · · · · · Required fields have a value entered. A numerical entry is equal to or above a minimum value. A numerical entry is equal to or below a maximum value. A numerical key has a numerical value entered. A text value has uppercase or lowercase letters where needed. A text value is within a minimum and maximum string length.

If you enter an invalid value, you receive an error message when you click Save. The error message identifies the key and provides a general description of what is wrong. Because all entries are saved at the same time, no property changes are saved for the page, if even a single entry fails. All errors must be corrected and the page must be saved again. Many keys contain an option button or drop-down lists. Keys in each of the settings' key and value details contain the following information, where applicable: · · · · Whether the key is required A minimum value A maximum value A default value

The default value is the default at initial installation.

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Audit Settings

The Audit Settings control the settings for all items that you can choose to audit. You can enable or disable whether items can be audited on a site-by-site basis. Depending on what applications you have installed, different keys may appear. Key and value details site.audit.session.enabled -- Set to true to audit each time a user accesses any URL in the system. Value: installed default=false site.audit.logon.enabled -- Set to true to audit each user who logs in to the system, whether or not their login attempt was successful. Value: installed default=true site.audit.security.enabled -- Set to true to audit each time a user accessess any URL in the system. Value: installed default=false site.audit.Accrual_Profile_Assignment.enabled -- Set to true to audit each time a user changes an accrual profile. Value: installed default=true

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Business Automation settings

Business Automation settings

The Business Automation settings contain settings for Process Manager. Key and value details wba.processengine.enabled -- Set to true to enable Process Engine on your system. Value: required; platform=Windows; installed default=true wba.clustermanager.eligible -- Set to true to enable the system as the Cluster Manager host. Value: required; installed default=true wba.processengine.heartbeat.interval -- The interval (in seconds) when the status of the Process Engine is checked. Value: required; minimum=0; installed default=120 wba.processengine.initialdbconnections -- The number of database connections to be created at startup. Value: required; minimum=1; installed default=5 wba.processengine.maxdbconnections -- The maximum number of database connections to be created. Value: required; minimum=1; installed default=20 wba.processengine.maxstatements -- The number of cached, prepared statements per Process Engine database connection. Value: required; minimum=5; installed default=50 wba.processengine.threadpoolsize -- The maximum number of threads the Process Engine should generate for use in working with processes. Separate tasks can run concurrently, in separate threads. Value: required; minimum=1; installed default=21 wba.processengine.server.maxpoolsize -- The default maximum pool size per instance. You cannot save a process template on the Process Templates page whose Max Pool Size value is greater than this Max Pool Size value on the instance. If the Max Pool Size value on the Process Templates page and this Max Pool Size system setting are not the same, the Pool Manager will create template

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pools whose size is the lesser of the values. Value: required; minimum=0 wba.processengine.mrucachecapacity -- The maximum number of processes to be held in memory. Value: required; minimum=1; installed default=100 wba.rmiregistry.port -- The port on which to start the rmiregistry and Cluster Manager. If you change this setting, you must restart Workforce Central. Value: required; minimum=0; installed default=11111 wba.site.enginelog.active -- Set to true to activate logging for Process Engine on your system. Value: required; installed default=false wba.site.loggingContext.WFC.WBAP.PROCESSENGINE -- The default logging level for the Process Engine. Valid entries are WARNING, INFO, ERROR, or DEBUG. For more information about the logging level entries, see the logging level entries table in "Log file settings" on page 145. Value: required; installed default=WARNING wba.processengine.taskmaster.personnum -- The Workforce Timekeeper person number of the individual, usually an administrator, who will receive a message if a business process encounters errors. If you do not enter a value, only the person who initiated the process (the originator) will receive a message. Kronos recommends that you assign more than one person, so that other administrators can act on these messages if the primary administrator is unavailable. wba.processengine.email.sender -- The Sender field (specific to your organization) for e-mail messages generated from the Process Engine. Value: required; installed default={site.email.sender} wba.processengine.exception.email.to -- A comma-separated list of people to be notified when a business process encounters errors. Note the following: · · The "originator" is the person who started the business process. The wba.processengine.taskmaster.personnum value is the person whom you specified to receive a message if a business process encounters errors.

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Business Automation settings

·

You can also enter additional comma-separated person numbers for any other individuals that you want to receive the error notification messages, for example: wba.webform.timeout.wait, wba.webform.timeout.retrydelay

wba.webform.timeout.wait -- The total amount of time (in milliseconds) that Process Manager will wait for a web form. Value: required; minimum=1; installed default=10000 wba.webform.timeout.retrydelay -- The total time interval (in milliseconds) that Process Manager will wait before checking if the requested web form is active. Value: required; minimum=1; installed default=200 wba.wf.tasklist.defaulttaskdays -- The default number of days in the past for which tasks are displayed in the task list. Value: required; minimum=0; installed default=30

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Background Processor settings

Use the settings on the Background Processor tab to make subtle tweaks to the performance of a BGP. If the BGP is performing acceptably, use the default settings. Key and value details site.wtbgp.totalizer.maximumThreads -- The maximum number of BGP threads allocated for this application server. When the server starts, this many BGP threads will be running. A user may stop or restart a thread, but cannot create more. Value: required; installed default=1 site.wtbgp.updateStaleTimeStamps.enabled -- Controls the start up of the Update Stale Time Stamps process, which marks employees out of date if their scheduled totals or actual totals are too old. If True, the process begins at startup Value: required; installed default=true site.wtbgp.updateStaleTimeStamps.period.hours -- The Update Stale Time Stamp process marks employees out of date when their scheduled totals or actual totals are greater than this value. Value: required; installed default=24 hours site.wtbgp.createPayPeriods.enabled -- Controls the startup of the Pay Period Creation process, which creates new periods if pay periods do not exist far enough into the future. If True, this process begins at startup. Value: required; installed default=true site.wtbgp.createPayPeriods.period.days -- The time the BGP waits between checks to create new pay periods. Value: required; installed default=30 days site.wtbgp.createPayPeriods.futurePayPeriods.days -- Future pay periods will be created if existing pay periods do not exist at least this number of days in the future. Value: required; installed default=60 days

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Background Processor settings

site.wtbgp.totalizer.queue.employees.max -- The maximum number of employees allowed in the totalization queue. Value: required; installed default=250 site.wtbgp.totalizer.queue.employees.min -- The minimum number of employees allowed in the totalization queue. When the queue sizes reaches this value or goes below it, the BGP controller adds new employees to the queue. Value: required; installed default=20 site.wtbgp.totalizer.queue.fixed ReadSize -- If enabled, the BGP reads this many employees at a time for totalization. Value: required; installed default=50 site.wtbgp.totalizer.queue.fixedReadSize.enabled -- If True, the BGP always reads the number of employees specified in site.wtbgp.totalizer.queue.fixedReadSize. If false, the queue contains the number of employees specified in site.wtbgp.totalizer.queue.employees.max. Value: required; installed default=true site.wtbgp.totalizer.idleTimeBeforeRetro.seconds -- The number of seconds that the BGP will wait, after completing totalization, before starting retrototalization. Value: required; installed default=60 seconds site.wtbgp.totalizer.idleSecondsBetweenRetroQueueReads.seconds -- The delay in seconds between reads of retro-totalization rows from the database and from the internal queue. Value: required; installed default=60 seconds site.wtbgp.totalizer.heartbeat.seconds -- The number of seconds that the totalization queue can remain idle before the BGP starts retro-totalization. The wait is designed to ensure that retro-totalization does not interfere with normal totalization. Value: required; installed default=15 site.wtbgp.totalizer.redundantExceptionsToLog.max -- The maximum number of times that each exception should be logged. A negative value causes all exceptions to be logged. Value: required; installed default=3

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site.wtbgp.totalizer.lock.minutes -- The number of minutes the BGP will wait before trying again if totalization did not succeed. Value: required; installed default=5 site.wtbgp.totalizer.lock.minutes.retrototalization -- The number of minutes between retrototalization attempts. Value: required; installed default=30 site.wtbgp.totalizer.timerMarkOutOfDate -- The number of seconds to elapse after the last update of pay rules, work rules, or their building blocks before the Totalizer should mark affected employees out of date. Value: required; installed default=30 site.wtbgp.totalizer.numberOfRulesThreshold -- The threshold for the number of pay rules and work rules currently in totalization. Additional totalizer processing is initiated if the number of rules becomes higher than the threshold. Value: required; installed default=25 site.wtbgp.enabled -- Specifies whether the Java BGP starts up If True, the Java BGP starts up. Value: required; installed default=true

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Clock Synchronize settings

Clock Synchronize settings

The Clock Synchronize settings establish the general parameters for synchronizing the Workforce Central instance's date and time (which may be drawn from the physical server's machine time) with that of the database server. When services start up, the instance retrieves the date and time from the database server. The Clock Synchronize settings control the Clock Synchronize daemon, which is a service that runs and keeps the instance's time synchronized with the database server time. The Clock Synchronize daemon keeps an internal delta between the instance and the database server times. When an application requests the current time, the delta is applied to the current instance's time. If the Workforce Central instance and the database server are in different time zones, the system ignores the difference in the time zones. The delta is calculated as if both servers are in the same time zone. Since clocks time can change as time passes, you can specify this synchronization process to occur at multiple intervals throughout a day. Using the Clock Synchronize settings tab, you can: · · · Enable a clock synchronization to occur throughout the day Specify synchronization intervals Specify the times of the day that the synchronization should occur

You can also synchronize the instance's time and the database server times by restarting the Clock Synchronize daemon on the Threads tab. Key and value details site.clocksync.number_of_daily_syncs -- Determine how many times a day that the instance's clock should synchronize to the database server clock. A zero value disables the clock synchronization process, and the instance uses its own clock. Value: required; installed default=1 site.clocksync.hour_of_sync -- Specifies what hour of the day the clock synchronization process should occur. Possible values are 0 to 23, with 0 being

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midnight. You can specify a non-critical time in a day for the synchronization process to occur. If you have site.clocksync.number_of_daily_syncs set to synchronize multiple times a day, the hour specified in site.clocksync.hour_of_sync will be one of the daily synchronizations. For example, if you have site.clocksync.number_of_daily_syncs set to 4, and site.clocksync.hour_of_sync set to 9, synchronizations will occur at 9:00, 12:00, 3:00 and 6:00. Value: required; minimum=0; maximum=23; installed default=1 site.clocksync.minute_of_sync -- Specifies what minute of the hour the clock synchronization process should occur. Possible values are 0 to 59. You can specify a non-critical time in a day for the synchronization process to occur. If you have site.clocksync.number_of_daily_syncs set to synchronize multiple times a day, the hour and minute specified in site.clocksync.hour_of_sync and site.clocksync.minute_of_sync will be one of the daily synchronizations. For example, if you have site.clocksync.number_of_daily_syncs set to 4, site.clocksync.hour_of_sync set to 9, and site.clocksync.minute_of_sync set to 23 synchronizations will occur at 9:23, 12:23, 3:23, and 6:23. Value: required; minimum=0; maximum=59; installed default=0

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Data Source settings

Data Source settings

Workforce Central uses Java Database Connectivity (JDBC) most of the time, but uses Open Database Connectivity (ODBC) for selected components, such as Data Collection Manager and Workforce Connect. The person who installed your Workforce Central system provided the data source name, user ID, and password for an ODBC connection to the database. This information was captured in the following properties: · · · Dsnname.name Dsnname.usr Dsnname.pwd.rsa

Note: For SQL Server databases, the data source name must match exactly the data source name in the computer's ODBC setting. These properties were written to a temporary property file, SiteDsnname.properties. When the system was started for the first time, these three properties were written to the WPKDsnname table in the database as dsnname.1.name, dsnname.1.pwd.rsa, and dsnname.1.usr, as well as to the SiteDsnname.properties.1 file, which is located and accessed through the System Settings. Note: All DSN names must be unique. There is no validation on DSN names; therefore, you must verify that there are no duplicate DSN names. If you find a duplicate DSN name, edit the name and click Save. Do not modify any properties in this setting unless you want the change to be applied to all of the instances in the system that are connected to the same database. After you click Save, any changes that you made are permanent. There is no way to restore or reload the previous settings.

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Key and value details dsnname.dsn_number.name -- The data source name (DSN) that is submitted during client logon. This name is associated with the user and password used to access the database. Note: All DSN names must be unique. There is no validation on DSN names; therefore, you must verify that there are no duplicate DSN names. dsnname.dsn_number.usr -- The user name associated with the DSN used for database access. dsnname.dsn_number.pwd.rsa -- The password for the DSN and user. Passwords are stored encrypted.

Adding Data Source Names

You must add data source name (DSN) properties for other ODBC connections, by using the Add action on this tab. Note: All DSNs must be unique. There is no validation on DSNs; therefore, you must verify that there are no duplicate data source names. When you click Add, the system adds the three property names, and you enter the values. When you click Save, the three new properties are added to the WPKDsnname table. There is no limit to the number of DSN entries that you can add. The Data Source tab lists all the dsnnames in your system. All dsnname password properties are encrypted with RSA encryption standards. The system automatically handles this type of encryption. If you add or modify a dsnname password, you must enter the value using this tab and let the system encrypt it. Do not modify any properties in this tab unless you want the change applied to all instances in the system. Note: Properties with a global scope across instances of Workforce Central are maintained in database tables. If you switch databases, you must copy the appropriate properties to the new database. Properties with global scope belong to the property groups global, printer, servers, and dsnname.

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Database settings

Database settings

The Database settings show values that are established during installation or configured immediately after installation. These values are not likely to change unless you switch databases or upgrade your system. Various Workforce Central instances can access different databases for different purposes. For example, one instance can connect to a test database, while other instances can connect to a production database. This tab only reflects the database to which this instance is connected. An instance can only be connected to one database at a time. However, multiple instances can be connected to the same database. Unless you switch databases, you are not likely to modify any of the database properties in this tab. If you do need to modify a value, you can do so while the database is running. However, your modification does not take effect until the instance is shut down and restarted. If you modify a database property for one instance, be sure to make the same modifications to all instances that connect to the same database. Key and value details site.database.all.loginTimeout -- The number of seconds before the connection process will abort when the instance connects to the database. When you are restarting the instance and the database is extremely busy, set this key to a higher number to give the system extra time to make the connection. Value: required; minimum=1; maximum=30; installed default=5 site.database.all.dbreport.RepTimeToLive -- Defines the amount of time (in hours) that database report files stay in the Workforce Central system before being automatically deleted. The Database Report Status workspace lists the available database reports. Value: required; minimum=0; installed default=72 site.database.names -- The name of the database. Value: required

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site.database.url -- The database name with .url is the jdbc connection string used to connect to the database. Value: required site.database.usr -- The database name with .usr is the user name of your database. site.database.pwd -- The database name with .pwd is the password associated with the specified user name. site.database.drv -- The database name with .drv is the jdbc driver to use. site.database.dsn -- The database name with .dsn is the data source name for that connection. site.database.min -- The database name with .min is the minimum database pool size. Value required; installed default=10 site.database.max -- The database name with .max is the maximum database pool size. If you get messages in your log files that the pool size is exceeded, increase this value in increments of 10. Value required; installed default=50 site.database.all.dbutility.tempTableIDsTimeToLive -- Specifies how many hours database IDs can stay in the database utility temp tables before being purged by the DB Utility Clean Up Worker thread. Value required; installed default=24 site.database.all.dbutility.cleanUpThreadWakeUpInterval -- The interval, in seconds, when the DB Utility Clean Up Worker thread should wake up to check for outdated records in the database utility temp tables. Value required; installed default=60 site.database.DeadThreadCleanInterval -- The number of minutes between cleaning of dead threads in persistence. A value of 0 indicates never. Value required; installed default=0

Switching databases

You may need to switch databases at times; for example, from production to test.

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Database settings

The database that was identified when your system was installed is probably your production database. Configuration settings for this database appear in the WPKSite.properties property file. Note: The system implements properties changes in a precise sequence. Do not alter the procedure for modifying properties. For example, always change the property settings on the Database Settings tab before changing the properties on the Data Source Settings tab.

Switching Windows databases To switch Windows databases, do the following: 1. In the Setup workspace, select System Configuration > System Settings > Database. 2. Set the site.database.dbname.url property to the URL of the database to which you want to switch. Use the following format: jdbc:driver:database_server:port?database=database_ name or database_SID For example, if the database has a driver inetdae7, a port value of 1433, a name of archivedb, and is on a server named server_1, the property value would be: jdbc.inetdae7:server_1:1433?database=archivedb Note: Use the database name in the URL when referring to a SQL Server database, and the database SID when referring to an Oracle database. 3. Set the site.database.dbname.usr property to the user account name of the database to which you want to switch. 4. Set the site.database.dbname.pwd property to the password for the user account. 5. Click Save. 6. Stop the server using the Stop Workforce Central icon.

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7. Select Start > Settings > Administrative Tools. 8. Select DataSource (ODBC). 9. In the ODBC Data Source Administrator dialog box, click the System DSN tab. 10. Highlight the name of the database to which the instance is currently pointing, and click Configure. 11. Change the information in the Database Name and Database Server boxes (for SQL Server) or the SID and Host boxes (for Oracle) in the General tab of the SQL Server Wire Protocol Driver Setup dialog box to match the information for the database to which you want to switch. 12. Click OK. 13. Restart the Workforce Central server using the Start Workforce Central icon. 14. In the Setup workspace, select System Configuration > System Settings > Data Source and change the values of the dsnname.1.usr and dsnname.1.pwd.rsa properties to the user account name and the associated password for the new database. Note: Remember to reconfigure the instance after you are done accessing the archive database.

Switching UNIX databases To switch UNIX databases, do the following: 1. In the Setup workspace, select System Configuration > System Settings > Master Database. 2. Set the site.database.dbname.url property to the URL of the archive database to which you want to switch. Use the following format: jdbc:driver:database_server:port?database=database_ SID

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Database settings

For example, if the database has a driver inetdae7, a port value of 1433, an SID of arch4, and is on a server named server_1, the property value would be: jdbc.inetdae7:server_1:1433?database=arch4 3. Set the site.database.dbname.usr property to the user account name of the database to which you want to switch. 4. Set the site.database.dbname.pwd property to the password for the above user account. 5. Click Save. 6. Stop the Workforce Central server using the Stop Workforce Central icon. 7. Open the odbc.ini file. 8. For the database to which the Workforce Central instance is currently pointing, change the SID and host database information to that of the database to which you want to switch. 9. Save the file. 10. Restart the Workforce Central server using the Start Workforce Central icon. 11. In the Setup workspace, select System Configuration. On the Data Source System Settings tab, change the values of the dsnname.1.usr and dsnname.1.pwd.rsa properties to the user account name and the associated password for the new database. Note: Remember to reconfigure the instance after you are done accessing the archive database.

Properties affected by switching databases The following properties are affected by switching databases: · site.database.url -- In this property, database is the value that you specify for the site.database.names property. For example, if you specify a value of product, then change the name of the URL property to site.database.product.url.

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The value assigned to this property identifies the JDBC connection string that connects the instance to the database. The format is jdbc:driver:database_server:port?database=database_ name. Note that the property specifies the same database_name in its name and its value. In most cases, you only need to change the database_server and the database_name values. For example, if the driver has a value of inetdae7, a port value of 1433, a database named summary, and a database server named server_1, then your property file contains the following line: site.database.summary.url=jdbc:inetdae7:server_1:14 33?database=summary · site.database.drv -- Identifies the name of the JDBC driver. Only the name of the property should change to match the name of your database. The property value should remain unchanged. For example, if your current database is named prod and you are switching to a database named integ, then change the current property to site.database.integ.drv = com.inet.tds.TdsDriver site.database.usr -- Identifies the database logon user ID that was set up during the initial configuration. If you use the same logon user ID for the new database, change only the property name. site.database.pwd -- Specifies the value of the encrypted password that was set up during the initial configuration. If you use the same password, change only the property name. site.database.dsn -- Identifies the data source name (DSN) associated with the database. To switch databases, include the name of the database in the property name and its value. The DSN is needed for components that access the database through an ODBC connection. For example: site.database.integ.dsn = integ · site.database.min -- Only the name should change to match the name of your database. The value should remain unchanged. For example: site.database.integ.min = 10

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site.database.max -- Only the name should change to match the name of your database. The value should remain unchanged. For example: site.database.integ.max = 50

Note: Properties with global scope across instances are maintained in database tables. If you switch databases, you must copy these properties to the new database.

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Display settings

The Display settings define the communication protocol for custom URLs and the mode to run the application server in while customizing a theme. The site.portal.theme.name setting determines the theme to apply to the site. A theme includes a style sheet, icons, and logos. For instructions about designing a theme, refer to "Configure a visual theme" on page 27. Key and value details site.portal.systemconfiguration.MaxTabsInRow -- The number of tabs to display on a single menu row for System Information and System Settings. Value: required; minimum=1; maximum=8; installed default=7 site.portal.external.communication.protocol.include -- Set to true to force the communication protocol to be included in custom URLs. Value: required; installed default=true site.portal.external.communication.protocol -- The default communication protocol used when invoking custom URLs. Value: required; installed default=http site.portal.theme.name -- Specifies the visual theme to apply to the site. The theme name comes from the name of the folder that contains the stylesheet, icons, and logos that make up the theme. Value:required; installed default=basic site.portal.theme.development.mode -- Specifies whether the theme reloads every time the page is refreshed. The default is to load the theme once at application startup. Value:required; installed default=false Note: Enabling this setting increases the load on the system. In a production environment, it is recommended that this value is set to false.

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E-mail settings

E-mail (also known as Workflow Notifications) settings enable you to establish parameters for all notification e-mails that Workforce Central generates. For more information, see "Working with Workflow Notifications" on page 39. You can enable batch delivery using the site.email.batchDelivery property. In cases where multiple notifications to the same recipient result from a single function, batch delivery consolidates these notifications into one e-mail. For example, if you import data or the system performs multiple pay code edits, the batched e-mail includes multiple messages. When the system begins an email, messages are added to it until the notification server is triggered to send the e-mail. With the next message, another e-mail is started. Key and value details site.email.enable -- This indicates whether the notification is enabled or disabled in this instance. The Simple Mail Transfer Protocol (SMTP) e-mail application program interface (API) is always available. This setting refers to the notification engine only. Value: required; installed default=false site.email.availability.enable -- This indicates whether to enable or disable email when an employee changes his or her availability pattern. Set to true to enable e-mail. Value: required; installed default=true site.email.primary_server -- Set to true to indicate that this instance is the primary notification server. This instance keeps track of all notifications and generates the appropriate e-mail when a notification condition is initiated. Any instance can create notifications, but only the notification instance can process them. In a single-server environment, the notification server is the local host. In a multiinstance environment, one instance is designated as the primary notification server. Only one primary instance exists in a multi-instance environment. Value: required; installed default=true

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site.email.smtp_url -- The URL of the SMTP mail server. Value: installed default=mail1.company.com site.email.batchDelivery -- Set to true to specify batch delivery: all messages in the queue to the same recipient will be grouped, and sent out as one e-mail. Value: required; installed default=true site.email.msg_queue_sleep_time -- The time interval when the message delivery engine is idle if the queue contains no messages. The maximum is 60 minutes. Value: minimum=1; maximum=60; installed default=60 site.email.smtp_server_timeout -- The time, in seconds, that the message delivery engine should wait for the SMTP server connection before timing out. Value: minimum=1; installed default=120 site.email.sender -- The Sender field for e-mail. The e-mail must appear in the format [email protected], even if it is not a valid address. Value: installed [email protected] site.email.max_attempts -- Maximum number of attempts for the system to send a message via e-mail. Value: installed default=3 site.email.msg_queue_time_between_purges -- The interval between the message queue purges. The format is dd:hh:mm. Value: installed default=00:00:60 site.email.language.charset -- The character set used in encoding the subject and message body. Value: required; installed default=site.charset.htmlxml.codepageid Note: If you use Windows Code Page 1252 for your character set, you must change the character set for e-mail to ISO-8859-x. site.email.includeStartupInfoLog -- Set to true to attach the StartupInfo.log to the instance booted notification. Value: required; installed default=true site.email.includeStartupErrorLog -- Set to true to attach the StartupError.log to the instance booted notification. Value: required; installed default=true

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site.email.license.percent -- The number of licenses left available before a notification is sent to a specified e-mail address, warning that the number of available licenses is getting low. The value is a percentage of the total number of licenses. For example, if you have licenses for 1000 employees, and the percent is set to 90, an e-mail notification is sent out when the number of licenses in use reaches 900. The notification is sent to the e-mail address that was specified during the notification configuration process. Value: installed default=90 site.email.addresses.delimiter -- The character that separates e-mail addresses when multiple e-mail addresses are used. Value: maximum=1; installed default=; site.email.license.percent -- Indicates the threshold for notification of the percent of used e-mail licenses. site.email.addresses.delimiter -- The character used to separate recipient names in an e-mail address site.email.chunkSize -- Set to zero; the number of e-mail records that can be processed at one time. Zero indicates no limit.

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Event Manager settings

The Event Manager settings are used on Windows systems to establish the general parameters for handling events. A Workforce Central system event is task automated and scheduled to run at a predetermined time or periodically. Examples of events are importing data or generating a report. The configuration of the Event Manager settings includes identifying: · · The instances available in the installation The user names and passwords necessary to allow all components to execute and communicate

Note: During installation, you were prompted to enter a Windows user name and password that have permission to run Microsoft Task Scheduler, which is used to launch events. If you did not enter values, you can enter the values into site.eventmanager.NT.user and site.eventmanager.NT.pwd.

Key and value details site.eventmanager.enabled -- Indicates whether this instance is the Event Manager scheduler server. If this value is true, this instance is responsible for reading events from the database and scheduling them on the Microsoft Task Scheduler. Only one instance per installation can be marked true. This key is not used on UNIX servers. Value: required; platform=Windows; installed default=false site.eventmanager.hostname -- Specifies the name of the Event Manager host machine. This key is not used on UNIX servers. Value: platform=Windows; installed default=localhost site.eventmanager.startup -- If this value is true, when the instance is started, the Event Manager enters a startup process that synchronizes the database and the jobs on the Microsoft Task Scheduler. If this value is false, the synchronization is not done. This key is not used on UNIX servers. Value: required; platform=Windows; installed default=true

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site.eventmanager.recovery -- If the events on the Microsoft Task Scheduler are seriously out of sync with the database, set this property to true. Then, when the Workforce Central instance is started, the Event Manager will enter a more aggressive startup process that rewrites all of the jobs on the Microsoft Task Scheduler. This key is not used on UNIX servers. Value: required; platform=Windows; installed default=false site.eventmanager.logEnabled -- Specifies whether logging is enabled for the EXE and DLL components, which are used for event management. These components do not have access to the Java logging methods on the instance. This key is not used on UNIX servers. Value: required; platform=Windows; installed default=false site.eventmanager.logPriority -- If the site.eventmanager.logEnabled setting is marked true, you must enter a priority in this setting. A higher log priority number causes a larger log. This key is not used on UNIX servers. 1 = Error 2 = Warning 3 = Debug Value: minimum=1; maximum=3; platform=Windows; installed default=1 site.eventmanager.logName -- If the site.eventmanager.logEnabled setting is marked true, you must enter a path and log name in this setting. This key is not used on UNIX servers. Value: platform=Windows; installed default=C:\WFCEvtMgr.log site.eventmanager.NT.user -- Specifies the NT user name for running events. This user must have NT administration rights on the Event Manager instance. This key is not used on UNIX servers. Value: platform=Windows site.eventmanager.NT.pwd -- The NT user password. This user must have NT administration rights on the Event Manager instance. The NT user password is stored encrypted. This key is not used on UNIX servers. Value: platform=Windows site.eventmanager.wfc.user -- When an event is run, Event Manager logs on to a instance to submit the event (XML) to the API interface. This setting is the Workforce Central user that is used for that logon. A user for this purpose must

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have the TASK_RUNNER ACP as well as any application program interface (API) bean ACPs for the events that will be run. This key is not used on UNIX servers. Value: platform=Windows; installed default=TaskRunner site.eventmanager.wfc.pwd -- Contains the Workforce Central logon user. The value of the password is stored encrypted. This key is not used on UNIX servers. Value: platform=Windows site.eventmanager.maxUserListSize -- Specifies the largest list that may be returned by an Event Manager user search. This key is not used on UNIX servers. Value: minimum=1; maximum=100; platform=Windows; installed default=100

Working with Event Manager

Note the following information about this workspace: · Scheduling events -- When an event is scheduled, the system takes the following actions: ­ ­ The system places the event in the database and handles it as a single unit, regardless of the number of steps required to process it. The system notifies the Microsoft Task Scheduler of an event's existence. The Microsoft Task Scheduler places the event in an internal queue.

The time base for a scheduled event is the primary Event Manager instance. It is the master clock. The implications of this are especially important when using multiple instances. For example, if the instance that you are using is in Eastern Standard Time (EST), but the Task Scheduler is on the primary Event Manager instance which is located in Pacific Standard Time (PST), the events that you schedule are based on PST time, which is the time on the primary Event Manager instance. · Executing Events -- Executing a Microsoft Task Scheduler event means running the TaskRunner utility. TaskRunner calls the Microsoft Task Scheduler. When the Microsoft Task Scheduler executes an event in a multi-instance environment, it instructs Workforce Central that the event should be run.

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Event Manager may delegate the work to different instances in the environment in a round robin fashion. · Redundancy -- When an instance starts, it checks to see if the Event Manager role has been taken by another instance connected to the database. If an Event Manager instance exists, the new instance does not start Event Manager. If an Event Manager instance does not exist, the new instance assumes the Event Manager role, queries the database for events, and submits the events to Microsoft Task Scheduler. The values you provide vary depending on your platform. ­ Windows platforms: If the site.eventmanager.startup property is true, then Event Manager synchronizes the notifications in its queue with jobs in the database that are waiting to be executed. A mismatch can occur if you modify or delete a job in the database. UNIX platforms: Set this value to true. Windows platforms: If site.eventmanager.recovery is true, the system synchronizes aggressively. All events are rescheduled. Take this action only if the event process appears to be seriously corrupted, causing a large number of errors to appear in the Event Manager log. The location of the Event Manager log is specified in: site.eventmanager.logName ­ UNIX platforms: Set this value to false.

­ · ­

Recovery -- Values vary depending on your platform.

Note: Although recovery can be valuable, it can necessitate many additional cycles. Decide whether synchronization or cycles are more important to your system and enable or disable this property on that basis. · The Event Manager log -- The Event Manager and the Microsoft Task Scheduler do not use the system log. If an exception occurs, the event might be reported to the system log. Event Manager exceptions are always reported in the Event Manager log. Specify properties for the Event Manager log in the Event Manager tab as follows:

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­ ­ ­

site.eventmanager.logEnabled -- Set to true. (For UNIX platforms, set this value to false.) site.eventmanager.logPriority -- Enter a priority. Values are described in the next bullet, "Severity level." site.eventmanager.logName -- Enter a log and path name.

The Event Manager log does not use parameters that are set for the system log. Unlike the system log, you must manage the Event Manager log directly. If a problem develops, the Event Manager log file can grow quickly. The Event Manager writes log messages to a single file with no size limit. Monitor this file on a regular basis to determine if you need to delete information. Report facilities are not available for the Event Manager log. You must browse the complete log using a text editor. · Severity level -- The value of the severity level for the Event Manager log is set in the site.eventmanager.logPriority property as 1, 2, or 3, where the levels are equivalent to system severity levels of ERROR, WARNING, or DEBUG, respectively. See "Log file settings" on page 145 for a description of the severity levels in the system log.

Note: You should keep the Event Manager log enabled most of the time. If Event Manager is running normally, little information is written to this log. However, if a problem develops, the initial log entries are invaluable in diagnosing and correcting the problem. The recommended severity level is ERROR; that is, site.eventmanager.logPriority = 1. Kronos Global Support might ask you to set a different level for a short time.

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Scheduling Event Manager tasks

Sometimes Microsoft Task Scheduler generates error messages when you have a large number of tasks scheduled. According to Microsoft, when you try to schedule a job with user credentials in order to make the task run as if it were started by the user, you may receive an error message. This error occurs when the buffer that stores the account information for all scheduled tasks is limited; the buffer puts a limit on the number of jobs that you can schedule with user credentials. There is no limit on the number of jobs that you can schedule without user credentials. To work around this behavior, stop and start the Task Scheduler service, wait for 10 to 15 minutes, and then schedule jobs. To remove disabled Workforce Central events on the Microsoft Task Scheduler: 1. In the Setup workspace, select System Configuration > System Settings > Event Manager, set site.eventmanager.startup to true and site.eventmanager.recovery to false. 2. Stop the server using the Stop Workforce Central icon. 3. Open the Microsoft Task Scheduler by clicking Start > Settings > Control Panel > Scheduled Tasks. 4. If a Workforce Central event is set to DISABLED, remove it from the Microsoft Task Scheduler. 5. Start the Workforce Central server using the Start Workforce Central icon.

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Global Values settings

The Global Values settings specify properties that remain constant for all instances in the system. Global properties are maintained in the WtkGlobalSettings table in the database. Caution: Do not modify any properties in this setting unless you want the change applied to all of the instances in the system. Properties with global scope across instances are maintained in database tables. If you switch to a new database, you get the global value settings that relate to that database. You can copy properties settings to a new database. After you click Save, any changes that you made are permanent. There is no way to restore or reload the previous settings. Key and value details global.BatchService.BatchRecordsTimeToLive -- Specifies how many days

batch service records stay in the system before they are purged.

Value=required; installed default=7

global.database.timezoneid -- The time zone ID of the database server. If the database server and instance are located in a different time zone from the employees' time zone, some Workforce Central features could be reported or generated incorrectly, as early or late. For example: · Absence reporting in the Timecard Editor and in Reports may be incorrect by the number of hours equal to the difference between the time zone of the database server and the time zone of the employee. For example, if the database server is in the Eastern time zone, and the employee is in the Central time zone, then the employee might be considered absent an hour too early. Missed Out exceptions might be reported inappropriately as early or late. System-generated persistent events might be generated inappropriately as early or late.

· ·

If your database server and instance are located in different time zones from some or all of your employees, set this property to the database server's time zone. If

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time zones are not an issue, set the property to the default value. Value: required; installed default=DEFAULT global.html.framework.tableNavigatorDefaultMaxPages -- Defines the number of sections that each table navigation element will display at once. Value: required; installed default=10 global.html.framework.tableNavigatorDefaultPagesize -- Defines the number of rows that will display per table selection. Value: required; installed default=25 global.LongList.LLMaintLongListThreshold -- The long list warning limit for labor level entry maintenance. Value: required; minimum=1; installed default=100 global.LongList.ManagerSummaryEmployeeThreshold -- Maximum number of employees that can be displayed in a Detail Genie. Value: required; minimum=1; installed default=1000 global.LongList.ScheduleSummaryEmployeeThreshold -- Maximum number of employees that can be displayed in a Scheduling Genie. Value: required; minimum=1; installed default=200 global.m8m.login.password -- The password for logging in the URL Dispatcher Service that is used by the 4500 Terminals. Value: required; installed default=4500User global.m8m.login.username -- The user name for logging in the URL Dispatcher Service used by the 4500 Terminals. Value: required global.OvertimeEqualization.enabled -- Set to true to enable overtime equalization. When this is set to true, the Overtime menu appears on Time and Attendance Genies menus. Value: required; installed default=False Note: If you change this setting, you must restart the Workforce Central instance for the change to take effect.

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global.ProductivityMonitor.excludeTodayFromWeekToDateTotals -- Excludes the current day from weekly totals. Value=required; installed default=False. global.Reporting.Engine -- Specifies the reporting engine used to generate reports. Value: required; installed default=Crystal 10 global.reporting.totalizer.threshold -- Value: required; installed default=100 global.reporting.totalizer.threshold.megaproblem -- Value: required; installed default=10000 global.security.termination.effectiveatmidnight -- If true, users who have been terminated will be allowed to access the system until midnight on the date of termination. Value: required; installed default=True global.ServerInfo.Heartbeat.Interval -- The heartbeat interval (in seconds) for each instance to notify the database that the instance is active. Value: required; minimum=1; maximum=86400; installed default=120 global.TransactionAssistant.StartDateTime.DefaultNumberOfHours -- The number of hours in the past for setting the default start date and time used for displaying errors in the Transaction Assistant. Value: required; minimum=1; maximum=8784; installed default=72 global.wba.login.password -- The Process Manager password, WBAUser. Note that this setting does not change the password. You can change the password by logging in to Workforce Central as WBAUser and then using the Change Password function.The value for this setting must match the new password. global.Wtk.MaxDaysToDisplayPayChecksInEarningHistory -- The maximum number of days to display paychecks in earnings history. Value: required; minimum=1; maximum=365; installed default=365 global.WtkScheduler.availability.defaultAvailType -- The default availability for all the employees in the organization when Workforce Scheduler is installed. Choices are unavailable, unknown, or available. Value: required; installed default=unknown

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global.WTKScheduler.CalculateOpenShifts.threshold -- The coverage threshold percentage for non-standard shifts used to calculate open shifts. Value: required; installed default=75 global.WTKScheduler.CalculateOpenShifts.UseNonStandShifts -- If true, non-standard shifts are used to calculate open shifts. Value: required; installed default=False global.WtkScheduler.hoursBelongTo -- Scheduled hours belong to day. Day actually worked will split hours across midnight day divide. global.WtkScheduler.keepRestrictionForDeletingCertificate.flag -- If true, the users will not be allowed to delete certifications from the database. global.WtkScheduler.MaxDaysToMarkScheduleOutOfDate -- Identifies for the Background Processor the maximum number of days in the future that schedule changes do not need to be totalized. This keeps the Background Processor from recalculating totals needlessly. For example, if you add a shift to an employee 3 months in the future, there is no need to inform the Background Processor, because the shift addition does not affect any current totals. Value: required; minimum=1; maximum=365; installed default=31 global.WtkScheduler.MaximumDaysInFutureToCreateShifts -- Scheduled shifts that follow a pattern are populated into the future. Because a pattern could be "forever," the system must limit their population and, from time to time, populate them further into the future. This value limits how far in the future shifts are created at any one time. The default value is 270 days. Approximately every week, the system populates these "forever" patterns out to 270 days from that date. Increasing this value allows users to see shifts further into the future, while decreasing this value decreases the amount of disk space needed to hold all of the shifts. Value: required; minimum=0; installed default=270 global.WtkScheduler.MaximumListForHyperfind -- The threshold of when to switch from putting values in a SQL `in ( )' list, to putting the values into an intermediate table and performing a join. A value greater than 1,000 will result in database failures. Unless Kronos Global Support requests you to change the value of this key, do not change it. Value: required; installed default=600

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global.WtkScheduler.MaximumNoOfRuleViolatsionsSentToClient -- The maximum number of rule violations sent to the client from the server. If a threshold is not defined, the system uses 50 as the maximum number of rule violations. When the rule violation translator attempts to get the rule violations, it stops at the maximum defined. If the maximum is exceeded, a message appears on the rule violations tab indicating that it exceeded the display limit of x. Value: required; minimum=1; maximum=100000 global.WtkScheduler.MinimumHoursInFutureToSwapShifts -- Indicates the minimum time gap, in hours, that must exist between now, such as when the relevant API is invoked, and the start time of a shift that is the subject of a swap. Value: required; installed default=72 global.WtkScheduler.notifyWarningRuleViolations -- Indicates if the user should get a warning when saving the schedule with warnings involved. Value: required; installed default=False global.WTKScheduler.ScheduleGroups.api.DefaultEditLevel -- Determines whether actions taken at the Schedule Group level through an API will be treated as a group edit or an employee edit. global.WtkScheduler.ShiftBuilderGovernor.Active -- Use to activate the Shift Builder Governor. When the governor is on, Shift Builder populates shifts for only 30 days each time. When the governor is off, the Shift Builder populates shifts for the number of days in the future defined by the setting, global.WtkScheduler.MaximumDaysInFutureToCreateShifts. Possible values are: 0 = off 1 = on Value: required; installed default=0 global.WtkScheduler.ShiftBuilderGovernor.Days -- Use to limit the number of shifts that the periodic shift builder will stamp out. Typically, the periodic Shift Builder runs once a week and stamps out shifts for a week. If you need to change this value temporarily due to the system being shut down for a prolonged length of time, or you want to lengthen the number of days in the future that the shifts should be stamped out, this key value limits the building of shifts to prevent system memory issues. However, increasing this value can cause system errors

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Global Values settings

due to the system trying to build shifts for too large a time. Value: required; minimum=0; installed default=30 global.WtkScheduler.ShiftBuilderResultsTimeToLive -- Used to purge the data from the SHIFTBUILDERDTL table. The SHIFTBUILDERDTL table contains the business errors that were generated from the Shift Builder runs and the number of days those errors can live in the database. Error messages that are older than this number of days will be purged by the purge process. Value: required; installed default = 7 global.WTKScheduler.ScheduleGroups.api.DefaultEditLevel -- Determines whether actions taken at the Schedule Group level through an API will be treated as an edit to the group schedule or and edit to employee's schedules. When operating on a group (such as adding a shift to a day), the action can be either at the group level ("At Group Level") meaning the shift is a group shift or at the level of the individual employees in the group ("At Employee Level") meaning the shift is an ad-hoc shift. Value: required; installed default = At Group Level global.WTKScheduler.ShiftCoverageCounting.RequireExactMatch -- Indicates whether coverage includes only those shifts that exactly match start and end times of the planned shifts. If set to false, coverage also counts any combination of schedule shifts that provide coverage for the complete planned shifts. If set to true, only matching shifts are included in the scheduled shifts. Value: required; installed value = false global.WtkSetup.MarkEmployeesToBeTotalizedChunkSize -- Specifies the number of employees in a query that are marked as out of date. To mark all employees out of date in one query, set this to zero (0). When a pay rule, pay rule building block, accrual rule, accrual rule building block or wage profile is modified, only employees assigned (directly or indirectly) to that rule are marked out of date. If a work rule or work rule building block is modified, all active employees are marked out of date. In both cases, the update is done in one large query, unless you specify a number. Value: required; installed default = 0

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global.WtkTotalizer.ApplyScheduledAccountsInNonPfsWorkedAmounts -- Controls whether or not scheduled transfers are applied to Worked Amounts in Project View, on days for which Pay-From-Schedule is not in effect. Possible values are: 0 = Do not apply scheduled transfers to Worked Amounts in Project View. 1 = Apply scheduled transfers to Worked Amounts in Project View. global.WtkTotalizer.BalanceLimitsPostAtBeginningOfNextDay -- Indicates that the limit transactions are processed at the beginning of the next day instead of at the end of the limiting day. Value: installed default=Yes Note: Changing this setting to No does not mark employees out of date. As a result, the Accruals displayed in reports and the Accruals displayed in Timecards will not match until the employees are retotalized. (This happens if an event occurs, such as a punch, or the employees are signed off, or enough time elapses that the BGP automatically retotalizes.) global.WtkTotalizer.DeductOverlappingOnCallOnly -- Indicates whether the worked time is deducted from the on-call pay. Set to 0 to indicate that the entire callback shift is deducted from on-call pay, or set to 1 to indicate that only the portion that overlaps the on-call shift should be deducted. Value: installed default=0 global.WtkTotalizer.Extensibility Enabled -- Enables the use of extensible features. Value: default=True. global.WtkTotalizer.MaxDaysInFutureEventAffectsTotalization -- The maximum number of days in the future that events, such as punches, affect the range of totalization. The Background Processor ignores timecard or scheduled events that are greater than this number of days in the future. This minimizes the load to the Background Processor, which improves system performance. If you need to project certain data far into the future, such as accrual balances, set this key high enough to accommodate the desired window. Value: required; minimum=0; installed default=365 global.WtkTotalizer.MaxDaysInFutureForAccrualProjections -- The maximum number of days into the future that accruals will be totaled. The

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Accruer will not compute beyond this value. It is possible that grant expiration transactions and user edits, such as resets, updates, and transfers, may appear in an employee's accrual detail report for some date or dates beyond the end of the maximum date specified. Value: installed default=365; maximum=731 global.WtkTotalizer.MinDaysInFutureForAccrualProjections -- The minimum number of days into the future that accruals will be totaled. The Accruer will always compute at least to this value. Value: required; installed default = 365 global.WtkTotalizer.MinimumDaysInFutureForActualTotals -- Minimum number of days in the future that the database contains actual totals. This setting specifies how far out in the future the Background Processor will totalize actual data for an employee. Value: required; minimum=1; maximum=366; installed default=3 global.WtkTotalizer.MinimumDaysInFutureForScheduledTotals -- Minimum number of days in the future that the database contains scheduled totals. This setting works with the Store Scheduled and Projected Totals check box in pay rules. The Background Processor calculates scheduled and projected totals for employees. The global.WtkTotalizer.MinimumDaysInFutureForScheduledTotals setting specifies how far out in the future that totalization is performed. Value: required; minimum=1; maximum=366; installed default=3 global.WtkTotalizer.MinimumInactiveDaysWithoutTotalingActuals -- Minimum number of days that the Totalizer can view without retotaling an employee with no activity. Value: required; minimum=1; maximum=60; installed default=7 global.WtkTotalizer.MinimumInactiveDaysWithoutTotalingSchedule -- Minimum number of days that the Totalizer can view without retotaling the schedule for an employee who has no schedule changes. Value: required; minimum=1; maximum=60; installed default=7 global.WtkTotalizer.PaycodeMovesAreContributingShifts -- Determines whether pay code moves contribute to holiday calculations; specifies whether moving hours from one pay code to another affects the shift history for holidays with Work History Qualifiers. Set to yes to have pay code moves contribute to holiday calculations. Value: required; installed default=no

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global.WtkTotalizer.ProcessScheduledPayCodeEditComments -- Indicates whether comments entered in Scheduled Pay Code Edits can be linked to timesheet items. Value: installed default=No global.WtkTotalizer.ResetProbationOnProfileChange -- global.WtkTotalizer.RoundPunchesToQualifyForZones -- Indicates whether punches are rounded for purpose of evaluating the "must start work" and "must end work" qualifiers of daily shift differential rules and weekend differential zone rules. Value: required; installed default=1 global.WtkTotalizer.ScheduledTransfersCanBeDelayed -- Controls handling of scheduled transfers. If set to 1, a scheduled transfer is delayed if the same transfer occurs explicitly at a later time within the shift. If set to 0, a scheduled transfer is not delayed. global.WtkTotalizer.SequencerVersionBehavior -- Controls the interaction between combining limit rules, via LimitCombination rules, and the order in which worked time is processed, via Sequencer rules. This interaction can affect how worked time is paid. The value indicates the version of Workforce Central whose sequencing behavior is desired. In version 5.0.5 and beyond, you can chose to revert to the sequencing behavior exhibited by version 4.3 or 5.0. Value: installed default=5.0.5 global.WtkTotalizer.ShowGuarantees -- Indicates whether guaranteed time appears as a separate workspan in the timecard. Value: required; installed default=0, guaranteed time is included in previous work span; value of 1 indicates guaranteed time appears as separate work span. global.xmlservice.login.password -- XML service password used by one server to communicate with another server. Value: required global.xmlservice.login.username -- XML service user name used by one server to communicate with another server. Value: required; installed default=XMLUSER Note: If you change either global.xmlservice.login.password or global.xmlservice.login.username in the Global Values tab workspace, you must

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make the same change in the properties file, WPKGlobalSetting.properties.

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Group Edits settings

The Group Edits settings enables you to optimize the Group Edit Results component in the Workforce Central system. The default value for the site.groupedit.primaryServer setting is automatically set to true for all instances in your system. If you have a multiinstance environment, you must determine which instance functions as the primary server and set this property to false for all other instances in your system. Note: A system error occurs if you do not configure your multi-instance environment properly. Several editing threads run in the background on the primary instance. The Delete thread is activated periodically and removes any editing threads beyond the specified time period. The Recover thread is activated periodically to poll the editing threads. The Recover thread restarts any editing thread that has stalled. Because Group Edit data is maintained in the database, any instance can perform the delete and recovery functions. The instance with the site.groupedit.primaryServer key set to true is the one specified to run the Delete and Recover threads. Key and value details site.groupedit.enabled -- Set to true for enabling Group Edit functionality. Value: required; installed default=true site.groupedit.primaryServer -- Set to true to specify that this instance is the primary Workforce Central instance used to run the persistent threads. Value: required; installed default=true site.groupedit.DaysCleanup -- Number of days until items are deleted from group edit history. Value: required; minimum=0; installed default=7

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site.groupedit.deletethread.pollingInterval -- Polling interval, in minutes, for the Delete thread. This interval must be longer than the delete execution time. Value: required; minimum=0; installed default=30 site.groupedit.recoverthread.pollingInterval -- Polling interval, in minutes, for the Recover thread. This interval must be longer than the recovery execution time. Value: required; minimum=0; installed default=30 site.groupedit.RequestHandler.pollingInterval -- Polling interval for RequestHandler to wait until a thread is available from the Group thread pool (in seconds). Value: required; minimum=0; installed default=5 site.groupedit.RequestHandler.numberOfGroupEditThreads -- Number of Groupedit Threads used for processing (in numbers). Value: required; minimum=0; installed default=20 site.groupedit.RequestHandler.ReusableHandlerController.pollingInterval -- Polling interval, in minutes, for ReusableHandlerController thread. This interval must be less than the polling interval for ReusableGroupThread. Value: required; minimum=0; installed default=60 site.groupedit.RequestHandler.ReusableGroupThread.pollingInterval -- Polling interval for ReusableGroupThread (in minutes). Value: required; minimum=0; installed default=300 site.groupedit.employeeCountThreshold -- Specifies the number of employees that will be accumulated before the entries appear in the Groupedit log. Value: required; minimum=0; installed default=500 site.groupedit.groupEditLogFailureCountThreshold -- Defines the number of Group Edit log failures that will be accumulated before the entries appear in the Group Edit log. Value: required; minimum=0; installed default=500

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Clearing the Group Edit Results in Genies

You can specify how often the system should clear the Group Edit Results. 1. In the Setup workspace, select System Configuration > System Settings > Group Edits. 2. Set site.groupedit.DaysCleanup to a specific number of days. The default is 7 days. 3. Click Save.

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Java Plug-in settings

Java Plug-in settings

The Java plug-in settings control the version of the Java Runtime Environment (JRE) to install on client machines, and the name of the JRE installer. These settings only affect Kronos Workforce Central applets. Key and value details site.java.plugin.location -- The path of the client-side JRE plug-in; for example, {WFC.context.external}/plugins site.java.plugin.installer -- The version of the Java plug-in installer. This value is the exact name of the executable in the path of the client-side JRE plug-in. Value: required site.java.plugin.version.minimalVersion -- The lowest supported version of a JRE plug-in patch. Value: required site.java.plugin.CLSID.familyVersion -- The minimal versions of the CLSID, based on the selected family version, that supports Workforce Central applets in Internet Explorer. Value: required to support Internet Explorer site.java.plugin.type.familyVersion -- The minimal family version of the CLSID, based on the selected family version, that supports Workforce Central applets in Mozilla FireFox. Value: required site.java.plugin.version.installVersion -- The version of the Java plug-in this is installed, for all browsers supported by Workforce Central.If multiple versions are installed, the most recent version is used with Workforce Central. Value: required site.java.plugin.explicitCookie.active--Specifies whether the applets will explicitly set HTTP session cookies. Value: required site.java.plugin.http.keepAlive--Specifies whether product applets will explicitly set HTTP connections to be persistent. Value: Default = True.

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Locale settings

The Locale settings determine how the date, times, and language appear. These settings are an expansion of the basic regional settings on the web server. Under typical circumstances, these settings do not change. Note: You must restart the instance using the stop and start Workforce Central icons in order for new values of any language or country keys to take effect.

Key and value details site.local.useWFCSettings -- Indicates whether to use the default Workforce Central settings or to use local settings. Value: required, installed default=Yes site.local.TIMEZONE -- The time zone of the instance. Value: required; installed default=(GMT -05:00) Eastern Time (USA; Canada) site.local.DefaultWeekStartDay -- The starting day of the scheduling week. This value is available when Workforce Scheduler is installed, and is used to define the start of the week for schedule rules, such as minimum hours per week. Value: required; installed default=Sunday site.local.DateFormat -- The display format for dates: FULL -- day, month DD,YYYY AD LONG -- month DD,YYYY MEDIUM -- abbreviated month DD,YYYY SHORT -- MM/DD/YY, completely numeric Value: required; installed default=LONG site.local.TimeFormat -- The display format for times: FULL -- HH:MM:SS AM/PM Time zone LONG -- HH:MM:SS AM/PM MEDIUM -- HH:MM:SS AM/PM

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SHORT -- HH:MM AM/PM Value: required; installed default=SHORT site.local.timestamp.ServerDateFormat -- The display format for the Time Stamp server date and time. Value: required; installed default=EEEE, MMMM dd, yyyy site.local.SHORT_DATE -- The display format for the short date. A hyphen or period separator can replace the slash separator. E M/dd -- displays as Thurs 4/01 [default] E MM/dd -- displays as Thurs 04/01 EEEE MM/dd -- displays as Thursday 04/01 E M/d -- displays as Thurs 4/1 EEEE M/d -- displays as Thursday 4/1 EEEE M/dd -- displays as Thursday 4/01 E dd/MM -- displays as Thurs 01/04 E dd/M -- displays as Thurs 01/4 EEEE dd/MM -- displays as Thursday 01/04 E d/M -- displays as Thurs 1/4 E d/MM -- displays as Thurs 1/04 EEEE d/M -- displays as Thursday 1/4 Note: The order of the day and month must match that of the browser locale. Value: required; installed default=E M/dd site.local.LONG_DATE -- The display format for the long date. A hyphen or period separator can replace the slash separator, provided the same character is used throughout the format. Note: If you change the default language/country, and the long date format of the language/country you specified is different from the system default, you must also change the Long Date value to the long date format of the specified language/ country.

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M/dd/yyyy -- displays as 4/01/2001 [system default] MM/dd/yyyy -- displays as 04/01/2001 M/d/yyyy -- displays as 4/1/2001 M/d/yy -- displays as 4/1/01 d/MM/yyyy -- displays as 1/04/2001 dd/MM/yyyy -- displays as 01/04/2001 d/M/yyyy -- displays as 1/4/2001 d/M/yy -- displays as 1/4/01 Note: The order of the day and month must match that of the browser locale. Value: required; installed default=M/dd/yyyy site.local.DAY_MONTH -- The display format for the date when only the month and day of the month are displayed. Value: required; installed default=M/dd site.local.LANGUAGE -- The display language of the instance. Identifies the language based on the standard two-letter language codes that the International Standards Organization (ISO) established in ISO 639-1. Kronos provides text and messages in French, Spanish, and English. For other languages, use the Translation and Customization Toolkit CD. The language code is stored in the properties file, and the UI displays the ISO 639-1 description of the language code. Value: required; installed default=English Note: If you change the default language, and the long date format of the language you specified is different from the system default, you must also change the Long Date value (site.local.LONG_DATE) to the long date format of the specified language. site.local.COUNTRY -- Identifies the country based on the standard two-letter country code established by ISO 3166. Examples are MX for Mexico, CA for Canada, and US for the United States. The country code is stored in the properties file, and the UI displays the ISO 3166 description of the country code. Value: required; installed default=United States

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Note: If you change the default country, and the long date format of the country you specified is different from the system default, you must also change the Long Date value (site.local.LONG_DATE) to the long date format of the specified country. site.local.VARIANT -- Indicates if the currency is the Euro or not. Valid entries are Euro or blank. site.local.currency.LANGUAGE -- The currency language on the instance. Identifies the language based on the standard ISO 639-1 two-letter language codes associated with the currency that your site uses; for example, a value of en identifies English as the language associated with the currency. The language code is stored in the properties file, and the UI displays the ISO 639-1 description of the language code. Value: required; installed default=en site.local.currency.COUNTRY -- The display currency country code of the instance. Identifies the country based on the standard two-letter country code established by ISO 3166 associated with the currency; for example, a value of US identifies U.S. dollars. The country code is stored in the properties file, and the UI displays the ISO 3166 description of the country code. Value: required; installed default=US Note: You must specify the same value for this property on every instance associated with one database. site.local.currency.VARIANT -- Indicates if the currency is the Euro or not. Valid entries are Euro or blank. site.local.quickTimestamp.HourMode -- Set to true to display the time mode in the Quick Time Stamp running clock. Value: required; installed default=true site.local.PhoneticFullNameField.enable -- Adds a field named Phonetic Full Name in People Editor that enables you to add a phonetic spelling to help employees pronounce unfamiliar names in multi-national environments. Phonetic Full Name is also available as a column heading to display the phonetic spellings in Genies. Value: installed default=false

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site.local.RomanizedFullNameField.enable -- Adds a field in People Editor that enables you to add a name using the Roman alphabet to help employees recognize unfamiliar names in multi-national environments. Romanized Full Name is also available as a column heading to display spellings using the Roman alphabet in Genies. Value: installed default=false site.local.successIndicator.timestamp.format -- The date and time format for the success indicator. Value: required; installed default=h:mm a Note: It is recommended that time format match the time format of the locale determined by the application country as specified in site.local.COUNTRY and the language specified in site.local.LANGUAGE. If the formats differ, there might be unexpected results in the time display in the headings of Workforce Central pages.

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Log file settings

Log file settings

Log files contain all the log information recorded for an instance of Workforce Central. The log file messages record the instance activities and contain the message priority. You can specify whether to use a single log file or multiple log files, and a maximum log file size for your instance. If you specify a single log file, WFC.log is rewritten when it reaches its maximum size. If you specify multiple log files, WFC.log is renamed to WFC.LOG.n, where n is the number of the next available log (1, 2, and so on). When the maximum number of log files is reached, the oldest log is deleted to accommodate the new WFC.log. Each entry in the log files contains: · · · · The event date and time The context in which the event occurred The event priority -- numeric and alpha The user session that registered the event

The logging levels are:

Severity Level Description ERROR Reserved for serious errors. The logged event might compromise system stability or data integrity. This level produces the fewest number of records and is used for normal operations. WARNING An unexpected condition has occurred that probably is an error, but is not serious enough to compromise system stability or data integrity. When this level is requested, WARNING and ERROR events are recorded. INFO Records normal events that you or Kronos Global Support may need to see. When this level is requested, INFO, WARNING, and ERROR events are recorded.

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Severity Level Description DEBUG Provides information for Kronos Global Support. Use this log level only when Kronos Global Support requests it because it produces a large number of records and can affect system performance. Kronos recommends that you do not use this log level any longer than necessary to find the needed information. When this level is requested, DEBUG, INFO, WARNING, and ERROR events are recorded.

Key and value details site.log.active -- Set to true to activate logging, or false to deactivate logging. Value: required; installed default=true site.log.loglevel -- Logging level for all contexts. Valid entries are ERROR, WARNING, INFO, or DEBUG. Value: required; installed default=ERROR You do not have to click Restart Server to start the server again so that the changes you made can take effect. The change takes place when you save the new value. Caution: When you save the value, the instance shuts down immediately. All user sessions are terminated with no warning. site.log.file.append -- Specifies whether to overwrite or append to the existing file when initializing logging: true = appends to the existing file false = overwrites the existing file Value: required; installed default=true site.log.file.name -- Name and path of system log file. If the name is a simple file name, then the log file is located relative to the Workforce Central root directory. Value: required; installed default=WFC.log site.log.file.rollover.maxsize -- Maximum size of the log file before rollover occurs. You can use the suffixes KB, MB, or GB. Value: required; installed default=500KB

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site.log.file.rollover.maxlogs -- Maximum number of saved log files to keep. If the value is 0, the main log file is overwritten when the rollover criteria are satisfied. Value: required; minimum=0; installed default=10 site.log.format.multiline -- Specifies how to write messages with embedded new lines to the log file. flat = write multiline messages as one long line normal = write multiline messages as separate lines Value: required; installed default=normal site.log.file.gathering.list -- Add new log file names to the end of the commadelimited list that is to be collected when the Log File Gathering tool is run. Change this setting only if you have a non-default IIS installation location or if you are directed to do so by a Kronos Service Representative. Value: required site.log.file.gathering.remote.transfer.threads.max -- Maximum number of remote transfer threads in the system. Change this setting only upon the direction of a Kronos Service Representative. Value: required; minimum=1; site.log.file.gathering.requests.threads.max -- Maximum number of gathering request threads in the system. Change this setting only upon the direction of a Kronos Service Representative. Value: required; minimum=1;

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Logging Context settings

The Logging Context settings provide a filtering mechanism used for logging error messages for specific components. The Logging Context settings contains properties for a selected number of applications and enable you to set individual severity levels for them. The Logging Context settings are used for debugging purposes. Caution: Do not change any parameters on this page without direction from Kronos Global Support. The parameters are for debugging purposes only. This information represents contexts that you want to make available for the system log. Any site.loggingContext property that you specify here appears in the Context drop-down box of the Log Report component. Key and value details site.loggingContext.WFC.APP.DBMANAGER -- DBManager specific logging context values. Value: required; installed default=INFO site.loggingContext.WFC.PERSISTENCE.SQLTRACING -- SQL Tracing specific logging context values. Value: required; installed default=DEBUG

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Messaging settings

Messaging settings

The Messaging settings are used to configure and enable the messaging service for your site. Process Manager and the vacation bidding application both use Messaging. Key and value details messaging.global.server.enable -- Set to enable to activate the Messaging system. Value: required; installed default=enable messaging.global.SendMessagingByEmail -- Controls whether the Messaging system can send messages using the corporate external e-mail server. · · On -- Allows Messaging to use the corporate external e-mail server to send messages. This is the default. Off -- Disallows Messaging from using the corporate external e-mail server to send messages. The Messaging system will send messages and notifications only to the Workforce Central Inbox. Note: Many process templates contain a K-mail task that is affected by this setting. For example, if you specify "off" for this setting, but your organization implements a particular process designed to send messages to external e-mail as well as to the Workforce Central Inbox, employees will not receive the external e-mail message. For more information, see the K-mail descriptions in the Workforce Central Process Manager Programmer's Guide. Value: required; installed default=on

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Printers settings

The Printers settings identify all the printers that are defined for your system. Each printer must be visible to the server. The system uses these printers when you select Print when running reports. If you view a report first, then the printer selection comes from the browser, not from this list. You can add or remove a printer from this list. As printers are added to your system, their names are added to the WFCPrinters table. Anything that you print using your browser's Print command is not printed to a server-based printer. Instead, it is printed to the printer that is associated with your PC. As part of the installation process, the installer provided the name of one printer to be used for server-based printing, such as reports scheduled in Event Manager. The system captures this information and writes it to a temporary property file SitePrinter.properties. When the system is started for the first time, it reads the SitePrinter.properties file, updates the database with that information, and then renames the SitePrinter.properties file with .1 appended to the name so that it does not get processed again. Note the following information regarding printers: · · · Printers are a global resource for the system. In a multi-instance environment, all instances have the same list of printers. Printer properties are maintained in the database. There is no limit to the number of printers that can be defined.

Click Add to add a new printer to the current list. When you add a server-based printer, enter its virtual name, path, and a comment. Use a semicolon (;) to separate the names; for example: printer.p1 = WFC Printer 1;\\\\APOGEE\\LochNess;Group 1 where WFC Printer 1 is the name that appears in print dialog boxes. Properties with global scope across instances are maintained in database tables. If you switch databases, you must copy the appropriate properties to the new database. See "Working with property files" on page 34 for more information.

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Printers settings

Caution: Do not modify any properties in this setting unless you want the change applied to all of the instances in your environment. After you click Save, any changes that you made are permanent. There is no way to restore or reload the previous settings. Key and value detail printer.<printer number> -- This string represents the Workforce Central server printer information. This information is in three parts, separated by semicolons. · · · The first part is the printer name that appears in the printer selection list. The second part is the path to the printer driver. The third part is the printer group.

Example: WFC Printer 1;\\printserver\printer; Group1

Enabling a server-based printer

To add a server-based printer to the Workforce Central system, follow these steps: 1. Define the printer in the System Settings component in the Printers tab. 2. Provide the default application server (JBoss, for example) user account with access to the printer. 3. Provide the server with access to the printer. The default application server--JBoss--is installed under a Windows NT user account. This user must have access rights to all printers listed in the Printers tab. When you add a printer to the system, someone with Full Control access rights for the print server must log onto Windows NT to make the printer accessible to the user account. To determine if a printer is accessible from the server, log on to Windows NT using the JBoss user account. Now use standard Windows NT facilities to add a printer. If the printer appears in the list of printers available for selection, it is accessible from your server. You do not need to actually add the printer. Seeing it on the list indicates its availability to the system.

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Record Retention - Affected Databases settings

The Record Retention - Affected Databases settings provide connection information for all databases for which you want to define retention policies and all source and target databases that are used by Workforce Record Manager. Note: Do not leave any fields blank. Failure to fill in all fields will result in database offline errors.

Key and value detail jdbcconnector.x.drv -- The JDBC driver to use with your respective Relational Database Management System (RDBMS). Value: required jdbcconnector.x.dsn -- The data source name specified for your database. Value: required jdbcconnector.x.max -- The maximum database pool size. The value is 50. Do not change this setting. Value: required jdbcconnector.x.min -- The minimum database pool size. The value is 10. Do not change this setting. Value: required jdbcconnector.x.name -- The fully qualified name of the database. Value: required jdbcconnector.x.pwd -- The password associated with the specified user name. Value: required jdbcconnector.x.url -- The JDBC connection string to be used to connect to the database. Value: required jdbcconnector.x.usr -- The user name to be used to connect to the database. Value: required

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Record Retention - Database Setup settings

Record Retention - Database Setup settings

The Retention Policy Database Setup settings contain information that the Record Retention Policy component uses to connect to your production database. · · If the instance points to your production database, use the default values. If the instance points to a non-production database, such as a test database or an archive database, edit the values to match your production database.

Key and value detail site.master.url -- The JDBC connection string used to connect to the production database. Value: required site.master.usr -- The name of the user account that is used to access the production database. Value: required site.master.pwd -- The password of the user account that is used to access the production database. Value: required site.master.drv -- The JDBC driver to use with your respective Relational Database Management System (RDBMS). Value: required site.master.dsn -- The name of the ODBC data source for the production database. Value: required site.master.min -- The minimum database pool size. The value is 10. Do not change this setting. Value: required site.master.max -- The maximum database pool size. The value is 50. Do not change this setting. Value: required

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Record Retention - Options & Tuning settings

The Record Retention - Options & Tuning settings are used to configure and control the performance of limited retention policies and Workforce Record Manager processes. Key and value detail WrmSetting.Tuning.BulkCopySoftwarePath -- The path of the bulk loader software (bcp.exe for SQL Server databases; SQL*Loader.exe for Oracle databases), to be used to copy data from the source database to the target database. Value: required for Workforce Record Manager processes only WrmSetting.Tuning.MaxThreads -- The maximum number of worker threads that can be applied to a Workforce Record Manager and record retention processes. Value: required; minimum=1; maximum=4; installed default=4 WrmSetting.Tuning.CopyFileChunkSize -- The number of rows in a file to copy. Value: required; minimum=1000; maximum=5000; installed default=5000 WrmSetting.Tuning.CopyTableChunkSize -- The number of rows in a table that are included in a single unit of work for a Copy job. Value: required; minimum=1000; maximum=10000; installed default=10000 WrmSetting.Tuning.CopyChunkRowIdThreshold -- The row count threshold above which a non-historical table is copied as more than one unit of work, or chunk. Applicable tables with row ID values in excess of this value will be copied in chunks (multiple units-of-work). All other applicable tables will be copied as a single unit-of-work. Reduce this value to resolve out-of-memory issues. Value: required; minimum=1000; maximum=10000; installed default=10000 WrmSetting.Tuning.PurgeTableChunkSize -- The number of rows in a table that are included in a single unit of work for a purge job. Value: required; minimum=500; maximum=2000; installed default=2000 WrmSetting.Option.DiscardBulkCopyOutputFiles -- Set to true to specify that bulk copy output files will be automatically deleted from the instance when a

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copy job completes. Value: required; installed default=true WrmSetting.Option.DiscardTempTables -- Set to true to specify that temporary tables will be automatically deleted when a copy job completes. Value: required; installed default=true WrmSetting.Option.DropTargetIndexes -- Set to true to specify that the table indexes identified in WrmSetting.Option.IndexList are dropped from the target database before performing a Workforce Record Manager copy or archive job. Value: required; installed default=false WrmSetting.Option.RebuildTargetIndexes -- Set to true to specify that dropped table indexes are rebuilt after the Workforce Record Manager job completes. Value: required; installed default=true WrmSetting.Option.IndexList -- The list of table indexes that are dropped and optionally rebuilt when the WrmSetting.Option.DropTargetIndexes setting is set to true. Value: required when WrmSetting.Option.DropTargetIndexes setting is true; installed default= 1_TIMESHEETITEM, 2_TIMESHEETITEM, X3_TIMESHEETITEM, X4_TIMESHEETITEM, 5_TIMESHEETITEM, X6_TIMESHEETITEM, X7_TIMESHEETITEM, X8_TIMESHEETITEM, X1_PUNCHEVENT, X2_PUNCHEVENT, X1_WFCTOTAL, X2_WFCTOTAL, X3_WFCTOTAL, X4_WFCTOTAL, X5_WFCTOTAL, X6_WFCTOTAL WrmSetting.Option.ForeignKeyViolationLoggingLevel -- The severity level at which Workforce Record Manager reports foreign key constraint violations to the Workforce Central log (WFC.log). Value: required; installed default=ERROR WrmSetting.Option.ForeignKeyViolationExceptions -- The list of foreign keys for which foreign key constraints violations are acceptable. Do not make changes to this list unless directed to do so by Kronos Global Support. Foreign keys=list of foreign keys: FK1_0213, FK1_0327, FK2_0327, FK3_0327, FK1_0340, FK2_0340, FK1_0088, FK2_0088, FK3_0088, FK1_0213, FK2_0213, FK1_0254, FK2_0254, FK2_0255, FK3_0255, FK2_0258, FK3_0258, FK4_0258, FK1_0284, FK2_0284

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WrmSetting.Tuning.JobReallyRunningMaxTrys ­ The maximum number of times an attempt is made to determine if a job is running. This is used in conjunction with the sleep duration value to establish the maximum polling period for such a determination when Pause, Resume, and Cancel actions are issued. Changing this setting is typically not required. WrmSetting.Tuning.JobReallyRunningSleepDuration ­ The number of seconds between each attempt to determine if a job is running. Changing this setting is typically not required. WrmSetting.Option.MetadataLoadProductExclusions ­ The list of products for which no metadata is provided. Do not make changes to this list. WrmSetting.Option.DoNotHaltWhenMissingMetadataFile ­ Identifies whether processing will continue if a product-specific metadata file cannot be found. Do not change this setting. Installed default=false WrmSetting.Option.Metadata.File.LineTerminatorSize ­ The number of bytes at the end of each line of a metadata file that are associated with the line termination characters. Do not change this setting.

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Reports settings

Reports settings

The Reports settings establish the reporting properties. Before users can create and schedule reports, you must establish the reporting properties using this information. See Chapter 7, "Reports," for information about creating reports. Note: For UNIX platforms, reports are on the companion Windows server.

Key and value detail site.reporting.GenerateRepsToDir -- Specifies the location where the generated reports are stored. Value: required; platform=Windows; installed default=WFC.rootdir/reports/ site.local.LANGUAGE/reportoutput site.reporting.executable.log -- Specifies the location where the ProduceReport log is stored. Value: required; platform=Windows; installed default=WFC.rootdir/logs/ WFCReporting site.reporting.rpt.files -- Specifies the location where the report files are stored. Value: required; platform=Windows; installed default=WFC.rootdir/applications/ ext_name/reports/ site.reporting.rpt.otherfiles -- Specifies the location where custom report definitions are stored. Value: required; platform=Windows; installed default=WFC.rootdir/reports/ OtherReports site.reporting.RepTimeToLive -- The number of hours before the generated reports are cleaned up from the disk. Value: required; minimum=0; platform=Windows; installed default=72

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site.reporting.RepCleanUpDaemon.enable -- Set to true to enable the report server's cleanup process, which deletes both the reports entry from the Check Run Status tab and the report file. The deletion is based on the report's request date and time and the length of time designated in the site.reporting.RepTimeToLive key. Value: required; platform=Windows; installed default=true site.reporting.diagnoseRptSqlOnError.enable -- Set to true to include SQL errors in the .pdf file generated by the Crystal Reports engine. These errors enable detailed troubleshooting for SQL errors within a failed Crystal Reports file. Set to false only if the report engine performance is severely affected, when this is set to true. Value: required; platform=Windows; installed default=true site.reporting.MaxNumRepAgents -- Defines the maximum number of the Report Agents that are running in the background. Value: required; minimum=0; platform=Windows; installed default=2 site.reporting.totalization.interval -- Specifies the interval of time that a report waits in a queue. Value: required; minimum=0; platform=Windows; installed default=30 site.reporting.totalization.retries -- Specifies the number of attempts that the report engine makes when running a SQL query, which returns a list of people who have been totalized by the Background Processor. Reports never directly call or run the Background Processor, but verify a column value that is set to the person's current totalization status. Value: required; minimum=0; platform=Windows; installed default=7 site.reporting.totalizer.threshold -- Specifies to the report engine how to report a list of persons who failed to totalize. If the number is less than or equal to this value, the report sends a list of failed person IDs. If the number exceeds this value, the report sends a status value that generates a generic totalization failure message. Value: required; minimum=0; platform=Windows; installed default=100 site.reporting.totalizer.threshold.megaproblem -- If the total number of nontotalized persons exceeds this value, the totalization sequence is terminated, and a failure report is run. Value: required; minimum=0; platform=Windows; installed default=10000

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Reports settings

site.reporting.importbatchrange -- Specifies the range, in days, that is used as a filter to search the database for import batches that have been run. The range starts from today and goes backward for the specified number of days. Value: required; minimum=0; platform=Windows; installed default=90 site.reporting.engine.enable -- Set to true to enable the report engine in this instance. Value: required; platform=Windows; installed default=true site.reporting.preprocesswebservice.timeout -- Number of minutes that report pre-processing will run before timing out. Value: required; platform=Windows; installed default=7 site.reporting.server.protocol -- Protocol used to access the SSRS Server for Advanced Reporting. Value: required; platform=Windows; installed default=http site.reporting.server.name -- Fully qualified domain name of the SSRS Server for Advanced Reporting. Value: required; platform=Windows; installed default=localhost site.reporting.analytic.server.protocol -- Protocol used to access the SSRS Server used for Workforce Analytics. Value: required; platform=Windows; installed default=http site.reporting.analytic.server.name -- Fully qualified domain name of the SSRS Server used for Workforce Analytics. Value: required; platform=Windows; installed default=none

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Security settings

Security settings establish an offline environment and specify the authentication mode that your Workforce Central instance uses. When the system is in offline mode and the database is not accessible, the user must log on using the offline URL. An authentication of the user name and password occurs. The user ID and password must match those in Workforce Central's records. Key and value detail site.security.authentication.offline.username -- Logon user name for offline mode. Value: required; installed default=superuser site.security.authentiction.offline.password -- Logon password for offline mode. Passwords are stored encrypted. Value: required site.security.authentication.logoff.restartTimer.seconds -- Specifies the number of seconds allotted for the server to restart, before the user is redirected back to the logon page after logging off of Workforce Central. Value: required; minimum=0; installed default=120 site.security.SSL.FQDN -- Fully-qualified domain name of the local server used for SSL-enabled connections. For example, myserver.kronos.com. site.security.authsrc -- Authentication type: The definition of your server security method. Examples: · · · · LDAP://your LDAP server name/ou=your organizational unit, o=your organization name WinNT -- support for multiple Windows NT domains WinNT://your NT Domain name -- support for a single Windows NT domain OTHER://provider=Authentication Module;property=Authentication Module property file

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See "Understanding authentication" on page 163 for more information about the different authentication types. Value: installed default=PROPRIETARY site.security.authsrc.winnt -- Specifies the provider of NT authentication. site.security.authsrc.ldap -- Specifies the provider of LDAP authentication. site.security.authsrc.other -- Specifies the provider of customized authentication. site.security.singlesignon -- Set to true to enable single sign-on. Value: required; installed default=false site.security.singlesignon.logoffurl -- Specifies the logoff URL if single sign-on is enabled. Value: required; installed default={WFC.context}/logon/ logonWFC.html site.security.singlesignon.module -- The name of the module, such as Java class file, that implements single sign-on for Workforce Central. This is only used when Workforce Central integrates with a third-party single sign-on solution. Value: installed default = com.kronos.wfc.platform.security.business.authenticati on.ssoplugin.SSOSiteMinderSubject site.security.singlesignon.module.properties -- The name of the property file that contains configuration information used in the single sign-on module. This is only used when Workforce Central integrates with a third-party single sign-on solution. Value: installed default={WFC.externaldir}/applications/wcb/ properties/SSOSiteMinder.properties site.security.external.product.HRMS.enabled -- Set to true to specify that Workforce HRTM and Workforce PayrollTM (Workforce HR/Payroll) are installed and configured. Value: required; installed default=false site.security.external.product.HRMS.ServerName -- The server where the Workforce HR/Payroll application is installed. site.security.external.product.HRMS.VirtualPath -- The virtual path where the Workforce HR/Payroll server is installed for the IIS server.

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site.security.external.product.HRMS.protocol -- The protocol used by the Workforce HR/Payroll server for all communication. This value is either http (standard mode) or https (secure mode). Value: required; installed default=http site.security.html.ess.global.securityTimeout.Minutes -- Sets the logoff timer on all the pages within Workforce Employee - HTML Client. This value determines the inactivity time period each user has prior to automatic logoff. Value: required; minimum=1; maximum=30; installed default=25 site.security.html.ess.global.QTS.securityTimeout.Minutes -- Sets the Quick Time Stamp logoff timer for all the pages within Workforce Employee - HTML Client. This value determines the inactivity time period that triggers automatic logoff for users who logged in via Quick Time Stamp Value: required; minimum=1; maximum=30; installed default=5 site.security.html.ess.global.QTS.confirmationTimeout.Seconds -- Sets the redirect timer on the Quick Time Stamp - Time Recorded page within Workforce Employee - HTML Client. This value determines the display length of the results page prior to redirection back to the Quick Time Stamp page. Value: required; minimum=1; maximum=60; installed default=10 site.security.external.product.HRMS.HeartBeat.interval -- The time interval that Workforce Central (WFC) or Workforce Employee - HTML Client should wait before refreshing the Workforce HR/Payroll session. This ensures that the Workforce HR/Payroll session is active as long as the Workforce Employee HTML Client session is active. This value should be less than the Workforce HR/ Payroll session timeout value. Value: minimum=1; maximum=25; installed default=10 site.security.authentication.urldispatcher -- The name of the module that implements authentication for the URL Dispatcher Service that is used by the 4500 terminal. The default authentication model for the URLDispatcher is device-only requests. If you want the URLDispatcherServlet to default to accept requests from any browser, not just the browser on the 4500 Terminal, substitute DeviceOnlyAuthentication with AnyBrowserAuthentication. For example: site.security.authentication.urldispatcher=com.kronos.

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wfc.wfp.urldispatcher.security.AnyBrowser Authentication

Understanding authentication

Authentication is the validation of a user name and password by a trusted authority. The system makes different kinds of authentication modules available. Note: Regardless of the type of authentication that you specify here, the following accounts always use Kronos authentication: SuperUser, Totalizer, TaskRunner, and DCM's user accounts. Your authentication type is established during the initial configuration of the system, and is the value of the property site.security.authsrc. The following are available property values: · PROPRIETARY If you specify this value, the system validates the user ID and password associated with a user in the Kronos database. Note: This is the local and default authentication scheme. The user must exist in the database to which the server is attached. Changing databases when using PROPRIETARY authentication may cause authentication problems. The authentication source must be the same across domains. · WinNT If you use a WinNT value without specifying a domain, Workforce Central proxies the authentication request to a Windows domain server, as specified as part of the user name at logon. Windows validates the user ID and password. This setting is used for supporting authentication against multiple Windows NT domains. Workforce Central user names must be specified as domain name\user id--for example, CORPORATE_DOMAIN\dgormley. This entire value is the full user name value stored in the Workforce Central user account table and shown in all views, Genies, and reports. When users log on to Workforce Central, they enter their full user names in the logon screen--for

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example, CORPORATE_DOMAIN\dgormley. The Windows user "dgormley" must exist in the "CORPORATE_DOMAIN" domain. Some additional Windows domain configuration may also be required. The server machine is defined as a member of some domain--for example, the A domain. If the server needs to authenticate users who are defined in domains B and C, then domains B and C must be configured to be trusted by domain A. · WinNT://your_NT_domain (not available for UNIX platforms) For example, WinNT://CORPORATE_DOMAIN If you use a WinNT value, Workforce Central proxies the authentication request to a domain server. Windows validates the user ID and password. For WinNT authentication, the user name must match the Kronos user name recorded in the Workforce Central database. This setting is used for supporting authentication against a single Windows NT domain where all the Workforce Central users have Windows accounts in one domain. · LDAP://your_LDAP_server_name/ou=your_organizational_unit, o=your_organization_name For example, LDAP://tdyernt/ou=people, o=kronos.com If you specify LDAP, Workforce Central proxies the authentication request to a Lightweight Directory Access Protocol (LDAP) server. LDAP validates the user ID and password. See your WinNT or LDAP documentation for information about these processes. Regardless of which process you use, the user ID must match the recorded ones in the system's database tables. For LDAP authentication, the LDAP user id (uid) attribute must match the Kronos user name recorded in the Workforce Central database. · Windows Integrated Authentication Windows Integrated Authentication (WIA) enables users who are already logged into their Windows desktop to enter Workforce Central without providing their user ID or password. To implement WIA, do the following:

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Set jakarta connector security to use WIA. To do this: Access the Authentication Methods dialog box from jakarta properties. Deselect the Anonymous access check box Select the Integrated Windows authentication check box.

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Set Security settings as follows: site.security.singlesignon=true site.security.singlesignon.module=com.kronos.wfc.platform. security.business.authentication.ssoplugin.SSOWIA Subject Restart Workforce Central.

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In People Editor, select NT authentication for users who are using WIA. These users can then log on to a Windows machine and navigate to http://<machineName>/wfc/logonWithUID to access Workforce Central. Note that this URL is for Internet Explorer.

·

OTHER://provider=Authentication Module;property=Authentication Module property file This uses a custom authentication method. This custom authentication method uses the module identified by Authentication Module to validate the user's credentials, which is usually a username and password. This module is configured using the Authentication Module property file properties file. One use of custom authentication is for custom LDAP authentication. This is implemented in a module installed with Workforce Central, and can be used as an alternative to the default Workforce Central LDAP authentication method. This custom LDAP authentication module can accommodate a wide range of LDAP configurations.

Changing the logoff timer

You can change the length of time delay when you are logging off Workforce Central. 1. Select System Configuration > System Settings > Security.

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2. Set site.security.authentication.logoff. restartTimer.seconds to the appropriate number of seconds. 3. Click Save.

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Service settings

Service settings

Service settings establish properties related to the Workforce Central instance. A number of property files contain templates for SQL statements that the system uses. When your system was initially configured, files containing SQL statements that conform to your requirements were selected. These files do not change and are specified as site.service.sql.strings.file.x where x is first, second, third, fourth, or fifth. Use the property site.service.sql.trace.on.off with a setting in the SQL Coverage tab to enable SQL tracing. Key and value detail site.service.sql.strings.file.first -- First SQL Strings properties file. Value: required; installed default=WPKSQLStrings.properties site.service.sql.strings.file.second -- Second SQL Strings properties file. site.service.sql.strings.file.third -- Third SQL Strings properties file. site.service.sql.strings.file.fourth -- Fourth SQL Strings properties file. site.service.sql.strings.file.fifth -- Fifth SQL Strings properties file. site.service.sql.trace.on.off -- This setting works with the new logging package, which means the site.log.WFC.PERSISTENCE.SQLTRACING key must be set to DEBUG. · · Set this to off to disable SQL tracing. When this setting is set to on, SQL is added to the log.

Value: required; installed default=off site.service.business.LL.MAX_MOST_RECENT_USED_ITEMS -- The number of most recently used transfer settings that are available for reuse. Value: required; minimum=1; installed default=5 site.service.business.LL.MAX_LABOR_LEVEL_ENTRIES -- The maximum number of named entities that are displayed at the client, such as labor level entries, non-organizational jobs, labor level sets, and HyperFind queries. Value: required; minimum=1; installed default=1000

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site.service.business.type.TimePeriodType.MAX_DAILY -- The maximum standard hours for daily time period. Value: required; minimum=0; maximum=24; installed default=24 site.service.business.type.TimePeriodType.MAX_WEEKLY -- The maximum standard hours for weekly time period. Value: required; minimum=0; maximum=168; installed default=168 site.service.business.type.TimePeriodType.MAX_PAY_PERIOD -- The maximum standard hours for pay period time period. Value: required; minimum=0; installed default=744

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SQL Coverage settings

SQL Coverage settings

The SQL Coverage settings provide a debugging tool that tracks the number of times each SQL statement is executed. You should need this information only for debugging. Key and value detail test.SQLCoverage.enabled -- Set to true to perform SQL coverage tracking. Value: required; installed default=false test.SQLCoverage.writebackcount -- The number of changes to the SQL Coverage properties entries between rewriting the file. Value: required; minimum=1; maximum=100; installed default=25 test.SQLCoverage.refresh -- Set to true to re-create the SQL Coverage properties from the WPKSQLStrings*.properties file. Value: required; installed default=false test.SQLCoverage.traceback -- The list of statements to be backtraced. You can find out where a SQL statement is invoked by entering its name in this field. A complete traceback is written to the log. You can add multiple statements, separated by spaces. test.SQLCoverage.driverLogging -- Set to true to create a log of all JDBC driver communications. This can be helpful when you debug driver problems. The JDBCdriver.log file contains the output. Value: required; installed default=false

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Enabling SQL tracing

To enable SQL tracing: 1. Select System Configuration > System Settings > Log File. 2. Set site.log.loglevel to DEBUG. 3. Click Save. 4. Select System Configuration > System Settings > Service. 5. Set site.service.sql.trace.on.off to on. 6. Click Save. 7. Select System Configuration > System Settings > SQL Coverage. 8. Set test.SQLCoverage.enabled to true. 9. Click Save.

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Startup settings

Startup settings

The Startup setting controls the system startup. Key and value detail test.startup.offline -- The system will not attempt a database connection when the value of this key is set to true. False is the normal startup mode that attempts to start the online services and a database connection. If this setting is marked as true, no online services are started, no database connection is attempted, and the offline services are started. Users must then log on using the offline logon mode. · If test.startup.offline is set to true, the offline services are started (ExtensionDiscoveryService, PropertiesExtensionLoaderService, PluginService, PlatformManagerService, PreLoadServletsService, and ApplicationInstaller). If any of these offline services fails to start, the system becomes unavailable. No online services are started, the system starts in offline mode, and users must log on using the offline logon mode. If test.startup.offline is set to false, the system starts in online mode, and attempts to start the online services, including ServiceSphere, which attempts a database connection.

·

Value: required; installed default=false

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Transformation settings

The Transformation settings control the data transformation service for any services, such as reports. Key and value detail site.transformation.controllerPollingInterval -- The polling interval for the TranformerController thread (in milliseconds). Value: required; minimum=1; installed default=2000 site.transformation.MaxNumTransformerThreads -- The maximum number of transformer threads that can be run simultaneously. Value: required; minimum=1; installed default=2 site.transformation.transformerManagerSleepInterval -- The sleep interval (in milliseconds) for the TransformerManager thread before it checks the transformation queue for requests. Value: required; minimum=1; installed default=5000

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Web & App Server settings

Web & App Server settings

The Web & App Server settings control the communication component that receives requests from users and returns responses to them. The default communication protocol is HTTP. However, much of the data between users and the system is text-based and, therefore, easily readable. If you require a more secure protocol, you can configure your Web server to use HTTPS instead, which uses a Secure Sockets Layer (SSL) to encrypt the data with a digital certificate technique. Key and value detail site.webserver.session.timeout.graceperiod.minutes -- The length of time that the user has to respond between the time that the Timeout Logon Again dialog box appears and the time that the web server session timeout occurs. The clientside "Logon again Timer" is calculated on the client, based on the web server's own session timeout interval and this grace period value. Value: required; minimum=1; installed default=1 site.webserver.applet.communication.protocol -- The protocol used by applets for communication with the application server. Value: required; installed default=system

Value http https system Definition Standard mode Secure mode Applets will use the protocol determined from the HTTP request, which is the protocol used to request the applet.

site.webserver.applet.communication.port -- The port used for applet communication. Specify only if also you are also specifying the protocol and it is using a non-standard port (standard ports are 80 for http and 443 for https). site.webserver.QTS.maxRoundTripNetworkLatency.seconds -- The maximum network latency time for the Quick Time Stamp (QTS) result page requests. You can select an alternate network latency time for the QTS in the event

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that the round trip from client to server exceeds 1 second. You might use this setting in situations such as using the QTS application across a satellite connection, when the one-way transfer time is equal to or greater than 500 milliseconds. Possible values for this key are 1, 2, 3, 4, and 5. Value: required; installed default=3 site.webserver.communication.protocol -- The protocol used by the web server for all communication. This value is either http (standard mode) or https (secure mode). Value: required; installed default=http site.webserver.appserver.communication.protocol ­ The protocol used by the application server for all communication. This value can be either http (standard mode) or https (secure mode). site.webserver.appserver.IpcPort -- The port through which the application server receives communication requests. Value:required; installed default=8080 site.webserver.webServerHostName -- The name of the computer where the web server resides. Value: required; installed default=name of the computer that was specified at installation site.webserver.appserver.jspcompression -- Set to true to turn on HTTP compression for all JSPs system wide. Value:required; installed default=false site.webserver/messaging.url.server -- Replacement prefix used for URLs that are included in external e-mail messages in employee messaging service. Value:required; installed default=user-defined prefix.

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System Settings for Workload Generator

System Settings for Workload Generator

There are eight settings under the Workload tab in System Settings that affect the Workload Generator. Six settings customize Workload Generator terms to better describe your business. Two additional settings are specific to the staffing matrix: one setting enables a warning dialog box to display when a gap exists, and another setting defines the decimal rounding mode. An example of a customized (or configurable) Workload Generator term is volume. The Workload Generator enables a third tab in the Workload Planner. This tab is used to define the volumes that drive the Workload Generator. In a health care operation, the volume is the number of patients needing care. This number is referred to as "patient census." In a health care operation, you could define the system setting site.workload.configurableterms.volume as Census. The third tab in the Workload Planner will then be labeled Census. Note: If you change any of the configurable terms, make sure you restart your server before continuing.

Configurable terms

The six configurable terms settings are listed here. Note: If you change any of these configurable terms, make sure you restart your server before continuing. · site.workload.configurableterms.volume -- The number used by the staffing matrix to generate workload. In a health care operation, volume is often referred to as Census; the number of patients needing care. The definition defined in this setting appears in the following places in the user interface: ­ ­ The label of the third tab in the Workload Planner The label of the Add option under the Actions menu item in the Workload Planner (for example, "Add Volume" or "Add Census")

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The label of the Add/Remove Range menu options used in the staffing matrix portion of workload setup (for example, "Add Volume Range" or "Add Census Range") The label of the configuration and calculation settings of the weight sets.

­ · ·

site.workload.configurableterms.addvolume -- site.workload.configurableterms.weight -- The factor that modifies the volume number. In a health care operation, weight is often referred to as acuity, which is the level of care needed by patients in different areas. The definition defined in this setting appears as the label of the factoring set in Workload Setup (for example "Acuity Set" or "Weight Set"). site.workload.configurableterms.weightedvolume -- The label of the view option in the Workload Planner which reflects a modified volume (or census) number. site.workload.configurableterms.budgeted -- The term used to refer to a workload generated in advance, creating the baseline staffing plan. This term is used in the following areas in the user interface: ­ The Generate Workload dialog box (accessed by selecting Actions > Generate Workload from the Calendar tab in the Workload Planner) The View option under the third tab in the Workload Planner A data label in the grid under the third tab in the Workload Planner

·

·

­ ­ ·

site.workload.configurableterms.projected -- The term used to refer to a workload generated for the current day, creating the adjusted staffing plan. This term is used in the following areas in the user interface: ­ The Generate Workload dialog box (accessed by selecting Actions > Generate Workload from the Calendar tab in the Workload Planner) The View option under the third tab in the Workload Planner A data label in the grid under the third tab in the Workload Planner

­ ­ ·

site.workload.configurableterms.actual -- The term used to refer to actual workload, which is used for reports and will be used in future features. This term is used in the following areas in the user interface:

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­ ­

The View option under the third tab in the Workload Planner A data label in the grid under the third tab in the Workload Planner

Additional system settings

The two additional settings are: · site.workload.staffingmatrix.gapwarning -- Setting this to True will cause a warning dialog box to be displayed if you are creating gaps when setting up a staffing matrix volume range. site.workload.generation.roundingmode -- This sets the rounding mode used during workload generation for decimal headcount values in the staffing matrix. Valid settings are: ­ ­ ­ Round, which means use standard rounding conventions (less than .5 = round down; .5 or higher = round up). Always Round Up Always Round Down

·

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Chapter 6

Create a Custom Theme

A system administrator can create a custom theme to change the appearance of colors and fonts in Workforce Central application pages to any set of colors preferred for the site. This chapter describes how to select colors, specify the new colors in style sheets and images, and deploy the custom theme. Complete these steps to create and deploy a custom theme: 1. "Create a new theme folder for the custom theme" on page 180. 2. "Select colors for the theme" on page 180. 3. "Prepare the logo file" on page 184 4. "Specify custom property values in theme.css" on page 185. 5. (Optional) "Change colors in the image files to match the custom theme" on page 189. 6. "Test the custom theme" on page 194 7. "Deploy the custom theme" on page 195. 8. (Optional) "Extend the custom theme to the portal" on page 196.

Chapter 6

Create a Custom Theme

Create a new theme folder for the custom theme

Before you create a custom theme, note the following: · Be sure you use a copy of the custom theme folder (not the custom theme folder itself) for developing the custom theme. You can then use the original folder to revert to the original settings, if necessary. Do not delete the basic theme folder even when you have completed and deployed your own custom theme.

·

Complete these steps to create the custom theme folder: 1. Find the custom theme folder in the services folder on the Workforce Central installation disc, or on the Kronos Global Support web site. 2. On the system that is running the web server where you will develop the custom theme, copy the entire custom theme folder and store it in install_directory\WFC\applications\wpk\themes. 3. (Optional) Rename the custom folder, using the following guidelines: ­ ­ ­ Use only alphanumeric, dash (-), and underscore (_) characters. Use 16 characters or less. If you are using multiple instances and want a different theme for each instance, use a number as part of the folder name.

Select colors for the theme

An elementary theme uses eight colors, three primary colors and five additional colors derived from the primary colors. For example, these eight colors make up an elementary theme:

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Primary color 1

Primary color 2

Primary color 3

Primary color 1 Lightest color

Color Group 1 100% of Primary color 1 RGB(127,185,143) Color Group 2 70% of Primary color 1 RGB(165,206,176) Color Group 3 40% of Primary color 1 RGB(203,227,210) Color Group 4 100% of Primary color 2 RGB(21,91,156) Color Group 5 70% of Primary color 2 RGB(91,140,185) Color Group 6 40% of Primary color 2 RGB(161,189,215) Color Group 7 100% of Primary color 3 RGB(52,73,93) Color Group 8 25% of Primary color 3 RGB(204,209,214)

Primary color 2 Medium color

Primary color 3 Darkest color

These colors are displayed on the following sample page. Each number on the sample page corresponds to one of the eight color groups.

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Navigation bar

Tab menu

Selected tab menu

Utility links Hide/show button Tab menu links

Selected row Row stripe

Selected tab menu link

Selected tab in tab bar

Complete these steps to select the eight colors and their values: 1. Choose three primary colors that the organization uses most frequently; for example, the main colors on its web site, in its logo, or in its marketing collateral: ­ ­ ­ Primary color 1 should be the lightest color of the three primary colors. Primary color 3 should be the darkest color of the three primary colors. Primary color 2 should be in between the light Primary color 1 and the dark Primary color 3.

2. Start a graphics tool and open the color palette. 3. Import an image file with the primary colors; for example, a logo. 4. Use a color eyedropper tool to pick up Primary color 1 and add it to the color swatches.

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5. In the color palette, select Primary color 1; its color definitions appear. Write down the Red, Green, and Blue values (RGB values). 6. Repeat step 4 and step 5 for Primary color 2 and Primary color 3. 7. Derive two secondary colors from Primary color 1: a. In the graphics tools, create a new object with Primary color 1. b. Change the value to 70% of Primary color 1, so that it is lighter than Primary color 1. c. Use the eyedropper to pick up the 70% color and add it to the swatch library. d. In the color palette, select the 70% color, and write down the RGB values. e. Repeat step a through step d to create another secondary color from Primary color 1 at 40% of Primary color 1. 8. Derive two secondary colors from Primary color 2: a. In the graphics tools, create a new object with Primary color 2. b. Change the value to 70% of Primary color 2, so that it is lighter than Primary color 2. c. Use the eyedropper to pick up the 70% color and add it to the swatch library. d. In the color palette, select the 70% color, and write down the RGB values. e. Repeat step a through step d to create another secondary color from Primary color 2 at 25% of Primary color 2. 9. Derive one secondary color from Primary color 3: a. In the graphics tools, create a new object with Primary color 3. b. Change the value to 25% of Primary color 3, so that it is lighter than Primary color 3. c. Use the eyedropper to pick up the 25% color and add it to the swatch library. d. In the color palette, select the 25% color, and write down the RGB values. 10. Assign the eight colors to color groups and write down the RGB values. You will use these values in "Specify custom property values in theme.css" on

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page 185 and "Change colors in the image files to match the custom theme" on page 189. For example, this table lists the RGB values for the example eight color groups in "Select colors for the theme" on page 180:

Color Primary color 1 70% of Primary color 1 40% of Primary color 1 Primary color 2 70% of Primary color 2 25% of Primary color 2 Primary color 3 25% of Primary color 3

Color group Color Group 1 Color Group 2 Color Group 3 Color Group 4 Color Group 5 Color Group 6 Color Group 7 Color Group 8

RGB values 127,185,143 165,206,176 203,227,210 21,91,156 91,140,185 161,189,215 52,73,93 204,209,214

Prepare the logo file

If you are replacing the Kronos logo file, the graphic image must meet certain requirements to ensure that it fits in the space allocated for the logo and appears in the correct place on the page. Use a graphics tool and make sure the logo graphic file meets these requirements: · · · · · Maximum size: 128 pixels wide, 50 pixels high Minimum padding: 10 pixels on the left, 5 pixels on top Transparency: transparent Justification: left Format: PNG

Store the logo file as logo.png in the custom theme folder that you copied to install_directory\WFC\applications\wpk\themes.

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Create a new theme folder for the custom theme

Specify custom property values in theme.css

Requirements Before changing theme.css, complete these steps: 1. If you have not already made a copy of the custom theme folder and renamed it, complete the procedure in "Create a new theme folder for the custom theme" on page 180. 2. Make a backup of theme.css in the theme folder that you copied and renamed in install_directory\WFC\applications\wpk\themes. You can then revert to the original version, if necessary. Change theme.css If possible, develop the theme in development mode on a system that is outside of the production system. That way, you can check changes when you refresh a page without disrupting the production system. If you work in development mode on the production system, the theme changes are visible across the suite whenever users refresh a page, which can adversely affect performance. In standard mode, an application server restart is required to pick up the theme changes. 1. (Optional) On the computer running the application server, switch to development mode. a. Log on to Workforce Central with system administrator privileges. b. Change the following Display system setting to true: site.portal.theme.development.mode 2. On the web server system where you are developing the custom theme, use a text editor to open this file: install_directory\WFC\applications\wpk\themes\custo m_theme\theme.css where custom_theme is the name of the folder for the theme that you are developing.

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3. Change the default RGB color values for the eight color groups, using the values that you selected in "Select colors for the theme" on page 180. Note the following: ­ Symbolic color names (for example, red) and hexadecimal color values (for example, FF0000) are not supported. You must use RGB color values. Other selector attributes are not supported. For example, if you specify line-height or font-variant values, they are ignored. Do not change the background color (background-color) value in the kronos base class: /** * Overall default values. */ #kronos{ background-color:rgb(255,255,255); color:rgb(0,0,0); font-family:Arial,Verdana,sans-serif; font-size:11px; font-weight:normal; font-style:normal; } If you change the background color from white, several items in the pages might not appear as you expected. Search in theme.css for the selectors listed in the following table and specify the new RGB color values. If the property listed in the table for the selector does not exist in theme.css (there are some properties that do not exist in the default theme.css), add the specified property to the selector.

Property to add or change background background-color background-color background-color background-color

­ ­

Color group 1 2

Selector #kronos .NavBar #kronos .ActionBar #kronos .ActionBar .Action #kronos .ActionBar .Action.Hover #kronos .TabBar

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Color group 3

Selector #kronos .TabBar .Tab.Selected #kronos .TabBar .Tab.Selected.Hover #kronos .Tabular TH #kronos .Tabular TD.Selected #kronos .TabBar .Tab.Selected #kronos .WorkArea .Panel

Property to add or change background-color background-color background-color background-color background-color background-color color color background-color background-color background-color color color No changes required. background-color background-color background-color color background-color color color color color color color

4

#kronos .TabBar .Tab.Selected #kronos .TabBar .Tab.Selected.Hover #kronos .NavBar .TabMenuSelected #kronos .WorkArea .Button.Hover #kronos .WorkArea .Button #kronos .SuiteBar .ActionSelected #kronos .SuiteBar .ActionSelected:Hover

5 6 7

No changes required. #kronos .Tabular TR.Selected #kronos .Tabular TR.Active #kronos .NavBar .TabMenu #kronos .NavBar .TabMenu:Hover #kronos .NavBar .TabMenuLinks #kronos .NavBar .UtilityLinks #kronos .WorkArea .ContentPanel .HeaderBar #kronos .WorkArea .Heading #kronos .ActionBar .Action #kronos .ActionBar .Action.Hover #kronos .TabBar

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Color group 8

Selector #kronos .Tabular TR #kronos .SuiteBar .Action:Hover #kronos .SuiteBar .ActionSelected #kronos .Dialog

Property to add or change background-color background-color background-color background-color

For example, to change the color values in #kronos .NavBar to Color group 1, change this default definition: #kronos .NavBar{ background: rgb(122,133,173); to #kronos .NavBar{ background: rgb(127,185,143); 4. Change the default font specification in the main style class, #kronos; when you make changes to this class, the changes are inherited by its subclasses for use throughout the user interface. Use a san-serif font (for example, Arial) for best results. Search for this class in theme.css and specify the new font definitions. For example: #kronos{ background-color:rgb(255,255,255); color:rgb(0,0,0); font-family:Arial,Verdana,sans-serif; font-size:11px; font-weight:normal; font-style:normal; } This specification changes the font to Gill Sans and the font size to 10 pixels: #kronos{ background-color:rgb(255,255,255); color:rgb(0,0,0); font-family:Gill Sans, Arial,sans-serif; font-size:10px;

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font-weight:normal; font-style:normal; } 5. Save theme.css and exit from the text editor.

Change colors in the image files to match the custom theme

Optionally, you can change colors in image files that are used in the interface so they match the custom theme colors that you set in theme.css. This customization step can take a signficant amount of time because you open and edit several image files, and you need to use a graphic artist to perform some of the steps. Requirements You need a graphics editing tool to work with the image files; for example, Adobe® Fireworks or Adobe Photoshop®; Adobe Fireworks is recommended. To correctly display application pages in all browsers, export most of the image files as 8-bit, PNG files with alpha transparency. Export the tab image files as 24bit PNG files to ensure that they appear correctly against the header background. The table in step 4 in "Procedure" on page 189 specifies how to save each file. Procedure 1. On the web server system where you are creating the custom theme, go to the install_directory\wfc\applications\wpk\themes\custo m_theme\icons folder, where custom_theme is the name of the folder for the theme that you are developing. 2. Send one of these zip files to a graphic artist. The file that you send depends on the graphics editing tool that you are using: ­ ­ Fireworks--SourceFiles_PNGformat.zip Photoshop--SourceFiles_PSDformat.zip

3. Make sure the graphic artist is working outside of the custom theme folder. Instruct the graphic artist to unzip SourceFiles_PNGformat.zip or SourceFiles_PSDformat.zip.

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4. The graphic artist must change the default color values to the RGB values in "Select colors for the theme" on page 180 in each of these image files and save the files in the format specified:

Color group 1 2 3

Image file in \themes\custom\icons No images to change. No images to change. \suitenav\hide-top-navigation-hover \suitenav\show-top-navigation-hover

Save as

8-bit, PNG with alpha transparency

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Color group 4

Image file in \themes\custom\icons \actions\action-link-arrow \actions\row-delete-hover \actions\row-insert-hover \actions\row-up-hover \actions\row-down-hover \actions\calendarpanel\next-month \actions\calendarpanel\next-year \actions\calendarpanel\previous-month \actions\calendarpanel\previous-year \actions\vcr\go-back \actions\vcr\go-back-hover \actions\vcr\go-forward \actions\vcr\go-forward-hover \actions\selectpanel\move-all-left \actions\selectpanel\move-all-right \actions\selectpanel\move-selected-left \actions\selectpanel\move-selected-right \actions\selectpanel\move-selected-down \actions\selectpanel\move-selected-up \button\button-background \button\button-bottom-left-corner \button\button-top-right-corner \suitenav\button-go-full.gif \suitenav\hide-top-navigation \suitenav\show-top-navigation \suitenav\submenu-on

Save as 8-bit PNG with alpha transparency

4

\suitenav\tab-menu-left (tab stroke only) \suitenav\tab-menu-right (tab stroke only) \suitenav\tab-menu-left-selected \suitenav\tab-menu-right-selected

24-bit PNG

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Color group 5

Image file in \themes\custom\icons \actions\row-delete \actions\row-down \actions\row-insert \actions\row-up \button\button-top-right-corner-disabled

Save as 8-bit PNG with alpha transparency

6

\actions\selectpanel\move-all-left-disabled \actions\selectpanel\move-all-right-disabled \actions\selectpanel\move-selected-left-disabled \actions\selectpanel\move-selected-rightdisabled \actions\selectpanel\move-selected-downdisabled \actions\selectpanel\move-selected-up-disabled \actions\vcr\go-back-disabled \actions\vcr\go-forward-disabled \suitenav\takemeto-dropdown-indicatordisabled

8-bit PNG with alpha transparency

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Color group 7

Image file in \themes\custom\icons \actions\panel\condense-horizontal \actions\panel\condense-horizontal-box \actions\panel\condense-vertical \actions\panel\condense-vertical-box \actions\panel\expand-horizontal \actions\panel\expand-horizontal-box \actions\panel\expand-vertical \actions\panel\expand-vertical-box \actions\vcr\vcr-first \actions\vcr\vcr-first-hover \actions\vcr\vcr-last \actions\vcr\vcr-last-hover \actions\vcr\vcr-next \actions\vcr\vcr-next-hover \actions\vcr\vcr-previous \actions\vcr\vcr-previous-hover \button\button-elipses-blue \suitenav\submenu-off-selected \suitenav\takemeto-dropdown-indicator \trees\tree-nav-minus \trees\tree-nav-minus-over \trees\tree-nav-plus \trees\tree-nav-plus-over

Save as 8-bit PNG with alpha transparency

7

\suitenav\tab-menu-left.gif \suitenav\tab-menu-right.gif \suitenav\tab-menu-left \suitenav\tab-menu-right

24-bit PNG

8

No images to change.

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5. Instruct the graphic artist to zip all the image files and send the zip file back to you. Then, copy the zip file to the web server where the custom theme is being created. 6. Unzip the file to the install_directory\wfc\applications\wpk\themes\custo m_theme\icons folder, where custom_theme is the name of the folder for the theme that you are developing

Test the custom theme

Before deployment, test the theme to ensure that all customization steps were completed successfully. 1. On the system where you created the theme, open a browser. 2. Clear the browser cache to make sure that the new colors, images, and styles will be used. 3. Log on to the Workforce Central system where you created the custom theme. 4. Check several pages to make sure that you see each style and image. 5. If necessary, make changes to the styles or images as described in "Select colors for the theme" on page 180 and "Change colors in the image files to match the custom theme" on page 189. 6. If you switched to development mode, switch back to standard mode: a. Log on to the Workforce Central system on the application server using an account with system administrator privileges. b. Change the following Display system setting to false: site.portal.theme.development.mode 7. Remove the install_directory\WFC\applications\wpk\lib\ themes.jar file. 8. Clear the Java cache in the Windows Control Panel.

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Deploy the custom theme

After testing the custom theme colors, fonts, logo, and image files, deploy the new theme. 1. Create this new folder in the installation directory on the production web server system: kronos\deployments\custom\wfp_staging\web_server\ap plications\wpk\themes 2. Copy all custom theme folders that you developed from the development web server system to the new folder you created in step 1. 3. On the production web server system, click the Configuration Manager desktop icon to start it. 4. In Configuration Manager, click Next. 5. In the Configuration Action window, choose Modify an instance and then click Next. 6. From the Select Instance drop-down list, select the instance to apply a custom theme to, and click Next. 7. In the Action lists, make sure nooptions are selected and then click Next to update the selected instance with the custom themes. 8. If you are running the application server on a separate system from the web server, or you are applying custom themes to multiple instances, click Next and repeat step 4 through step 7. 9. Click Next to exit from the Configuration Manager. 10. For each server and server instance where you deployed the custom themes, log on to Workforce Central using an account with system administrator privileges. 11. Go the Display system settings and specify the new custom theme folder in site.portal.theme.name.

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Extend the custom theme to the portal

If you have a Workforce Central Portal and you want the portal to look like the Workforce Central custom theme (that is, you are no longer using the basic theme in Workforce Central), you must change the portal theme settings. The contents of the portal Web Parts are branded according to the Workforce Central theme. This procedure extends the Workforce Central theme to the SharePoint site; specifically, it applies the custom theme settings to the Web Parts header, title, border, font size, font family, and so on. 1. In a browser, navigate to this URL: http://server_name/wfc/applications/wpk/html/theme/ sharepoint-kronos-theme.css.jsp where server_name is the name of the application server running Workforce Central. 2. Select and copy the entire contents of the browser window. 3. On the SharePoint server, open the Program Files\Common Files\Microsoft Shared\web server extensions\60\TEMPLATE\THEMES\kronos\theme.css file. 4. Paste the contents from the browser window from sharepoint-kronostheme.css.jsp (that you copied in step 2) into theme.css. 5. Save the updated theme.css file. 6. Apply the theme to the Workforce Central Portal site: a. In SharePoint, choose Site Settings > Customization > Apply Theme to Web site. b. From the theme list, select a them other than the Kronos theme, and click Apply. c. Choose Site Settings > Customization > Apply Theme to Web site. d. Select the Kronos theme from the list of themes and click Apply.

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Chapter 7

Reports

This chapter contains information about working with reports in the Workforce Central system. This chapter contains the following sections: · · · "Overview" on page 198 "Managing reporting environments" on page 202 "Customizing reports" on page 211

Chapter 7

Reports

Overview

The Workforce Central application provides integrated reporting capabilities that enable you to perform a number of tasks that are not available with other reporting tools: · · · · · · Use the Event Manager component to schedule a report to run at a specific time or at specified intervals. Send your completed report instance to a printer, your browser, or to an e-mail recipient from within the application. Use the HyperFind query to select people or the location chooser to select locations for a report. Browse the report instance online. Determine who can access specific information, such as wages data, within a report. Include the most current totalized data from the database.

In addition to these built-in capabilities, Workforce Central supports integration with Microsoft SQL Server Reporting Services (SSRS). This integration is referred to as Advanced Reporting. Advanced Reporting provides more options for viewing and distributing Workforce Central reports. The two methods for generating reports are described below: · Basic Reporting -- Uses standard RDL and RPT files and a built in Report Viewer control to provide PDF reports. Requires no additional installation or configuration. Advanced Reporting -- Uses standard RDL files and SSRS to deliver HTML reports. Requires an SSRS server. A subset of Workforce Central reports are delivered as RDL files. Reports that are delivered as RPT files are not supported by Advanced Reporting. Note: For a complete list of RDL and RPT reports, refer to the Workforce Central Suite Release Notes. Basic and Advanced Reporting both require a Windows companion server when used in a UNIX environment.

·

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Terminology

The following terms are used in connection with reports:

Term background options or parameters Description Options that control how information displays in the report header. You can set up background options to identify selected option values, display calculated totals, display a HyperFind query name, specify security for wages data, display the name of the person who runs the report, and format time values. companion server When Workforce Central is used in a UNIX environment, it requires one Windows companion server, which is needed by Workforce Central Setup, Reports, and Event Manager. custom options Non-standard report options. An identifier of a runtime question that allows users to enter values to qualify the results that appear on a report. custom report A report created specifically for your organization. foreground Choices that are selected when users request a report in the Reports component. options or These options are established in the report definition file and in the Report Setup parameters component of Workforce Central. options Settings that indicate viewable items or report selection criteria. option or A selectable value for an option or a parameter. For example, if the option or parameter choice parameter is Absences, then the choices are Unexcused, Excused, or Both. report The combination of a report item and a report definition. report definition An RDL or RPT file that, with a report item, creates a report. report instance Generated by the system when a user requests a report. report item An object in the database that specifies the report name, options, and other information, and provides a link to the RDL or RPT file. standard report A report provided by the system. See the Workforce Central online Help for descriptions of standard reports.

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Setting up reports for totalization

When the system calculates totals for some reports, the following properties are involved: · site.reporting.totalization.interval -- A report that requires totals is placed in a queue. If totalization is not completed during the first Totalizer session, the report is returned to the queue. The value that you specify here is the number of seconds that the report waits in the queue. After the time has elapsed, the reports server checks for the totalization results again. site.reporting.totalization.retries -- The value that you specify here determines the maximum number of times that a reports server checks for the totalization results. site.reporting.totalizer.threshold and site.reporting.totalizer.threshold.megaproblem -- If the number of retries specified in site.reporting.totalization.retries is exhausted and totals for all employees have not been calculated, the values of these properties determine how the system handles the report: ­ If the number of employees with uncalculated totals is less than or equal to the value of site.reporting.totalizer.threshold, then the system produces the report, listing the failed employees. If the number of employees with uncalculated totals is greater than the value of site.reporting.totalizer.threshold, but less than the value of site.reporting.totalizer.threshold. megaproblem, the report does not list the failed employees, but simply contains a count of them. If the number of employees with uncalculated totals is equal to or greater than the value of site.reporting.totalizer.threshold. megaproblem, the report is not run. Instead, the system generates a failure message.

·

·

­

­

Enabling a report to export to Microsoft Excel

Workforce Central is delivered with a number of reports that are optimized for exporting to Microsoft Excel. By default, the ability to export to Excel is blocked

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for all non-optimized reports. The list of reports that cannot be exported to Excel is stored at the following directory on the Workforce Central application server: Kronos_Install_Directory\wfc\reporting\ WFCExcelReports.txt To enable export to Excel for one of the reports contained in the list, delete the report name from the list and save the file. To add a report to the list, add the file name of the report, without the file extension. For example, type TestReport for a file named TestReport.rdl. If you are using basic reporting, copy this file to the same location on all your Workforce Central servers. If you are using Advanced Reporting, copy this file to the following location on the SSRS server and then restart IIS and SSRS: C:\Program Files\Microsoft SQL Server\MSSQL.x\ Reporting Services\ReportServer\bin\ Workforce Central_instance_name\WFCExcelReports.txt where Workforce Central_instance_name is the name of the Workforce Central instance, as referenced by SSRS. For example testServer-kronos-com-wfc.

Installing fonts for Workforce Activities reports

Some Workforce Activities reports require the Code 39 Barcode font. This font must be installed on both server (Workforce Central and SSRS) and client machines.

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Managing reporting environments

Administering reports is different depending on whether you are using basic reporting or Advanced Reporting. Refer to the appropriate section for more information.

Basic reporting

Basic reporting uses either RDL or RPT formatted files. RDL files use the built in Kronos.Reporting.ProduceRDLCReport.exe process. RPT files use crpe.exe. Report processing occurs on the Workforce Central application server. There is no additional server installation or configuration required. Reports servers The process that Workforce Central uses to generate a report depends on your selection in the Reports user interface: · When you run a report to view on the screen, the request is handled by the reports engine of the instance into which you are logged, if the instance supports reports. When you print, e-mail, or schedule a report, Event Manager processes the request. Event Manager searches for a list of available report instances, chooses an instance at random, and submits the report request to that instance as an HTTP/XML request.

·

Note: All reports for a UNIX instance are forwarded to a required Windows companion server that is configured to support reports. When you run many reports to view on the screen, you can improve system performance by creating one or more Workforce Central instances that are dedicated to generating reports. You do this by disabling the report service on the primary instance that handles user authentication, and enabling the report service on the instance where you want to run reports: 1. Log on to the primary instance or the instance from which you want reports to run.

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2. In the Setup workspace, select System Configuration > System Settings > Reports. 3. On the site.reporting.engine.enable key, click true or false according to the type of server that you are setting up. For example, click true if you are setting up a dedicated reports server. If you disable the reports service on the primary instance and enable it on one reports instance only, the primary instance directs all requests to run reports to the reports instance. If you set up more than one reports instance, the primary instance gives every report instance an equal opportunity of receiving report requests by doing the following: · When an instance starts, it registers itself in the database. The instance is added to a list of instances in the ServerInfo service, and the report instance receives that list of instances via the ServerInfo service. When you run a report to view on the screen, the request goes to the instance to which you are logged on. ­ ­ If the instance's report engine is enabled, it generates the report. If the report engine is disabled, the report request is passed to another instance.

·

When a report request has to go to another instance, the request searches the list of instances in the ServerInfo service and sends the report request to the first report instance on the list. If that instance is not online, the request goes to the next instance in the list. Subsequent report requests go to the next available report instance on the list, and the process goes on until all report instances have run a report. Two consecutive reports do not go to the same report instance, unless it is the only report instance. When a user requests to view a report, the system automatically copies the report to the instance that initiated the request to access it. Therefore, the user can log on to any instance to see the completed report, which always appears to reside on the local instance.

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Queue performance considerations A number of properties that you can set in the Reports tab affect how quickly reports can be completed and removed from the queue. Factors that affect the server's throughput include: · site.reporting.MaxNumRepAgents -- The number of agents that you can specify. Each agent represents a separate thread. If you have a long-running report and a single agent, you block other reports that are waiting to be processed. However, each agent incurs overhead, and too many agents can adversely affect the performance of the server. site.reporting.totalization.retries -- The number of times that a report can use the Totalizer application. The more retries that you allow, the longer a report can remain on a queue. site.reporting.totalizer.threshold -- The number of uncalculated rows that you allow in a report. This value affects the failure rate and the number of times that reports are resubmitted to the Totalizer application, thereby increasing the reports load.

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Report logs By default, a reports log is generated for each agent that you specify in the following property in the System Settings Reports tab: site.reporting.MaxNumRepAgents. The location of reporting log files is determined by the following property: site.reporting.executable.log. The system names each log file WFCReportinglogn.log, where n represents an agent. For example, if you specify the following: site.reporting.MaxNumRepAgents = 2 you have two log files named WFCRportinglog0.log and WFCRportinglog1.log. Each log file is 100KB in size and is recycled when completed.

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Blank reports in the Adobe Reader Due to an interaction problem between some versions of Microsoft Internet Explorer and Adobe Acrobat, one-page reports occasionally appear blank when they are opened in the Adobe Reader. If this occurs, select Refresh after the report runs. The report appears in .pdf format. To permanently prevent one-page reports from appearing blank, configure Internet Explorer to use Adobe Acrobat Reader as a helper application, rather than a plug-in. RPT reports for Chinese If you are using a Chinese version of Workforce Central, you must perform the following steps in order to enable RPT reports to appear correctly: 1. On the application server, go to Control Panel > Regional and Language Options. 2. Click the Advanced tab. 3. Select Chinese (PRC) as the Language for non-Unicode programs. Note: If Chinese (PRC) is not available in the drop-down list, you need to install files for East Asian languages via the Languages tab. 4. Click OK and restart the server.

Advanced Reporting

Advanced Reporting requires Microsoft Internet Information Services (IIS) and a SQL Server installation with SQL Server Reporting Services (SSRS) installed. In addition, you must install Kronos Advanced Reporting Security on the SSRS server and deploy the reports from Workforce Central. Report processing occurs within IIS. All reports are defined using the standard RDL file format.

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Fully qualified domain names are required Kronos Advanced Reporting uses domain cookies for user authentication. Therefore, you must use fully qualified domain names to access all servers in an Advanced Reporting environment. For example, in the past you could access Workforce Central on sampleServer using this URL: http://sampleServer/wfc/logon. With Advanced Reporting, you must access the same server using this URL: http://sampleServer.domainName.com/wfc/logon. If you access Workforce Central using the desktop shortcuts that are created during the Workforce Central installation, be sure to change these shortcuts to reference the fully qualified domain name of the Workforce Central application server. The requirement for fully qualified domain names means that: · · Each server and client that will access Advanced Reports must be registered in the corporate DNS with its fully qualified domain name. All application servers and SSRS servers must exist on the same Windows domain.

To check that a machine is registered in the corporate DNS, open the Command Prompt and enter the following command: nslookup server_name.domain_name.com where server_name is the name of the server you are checking and domain_name is your corporate domain. If the server cannot be found, contact your system administrator to add the server to the domain. Note: If you suspect authorization is failing because cookies are not being passed due to firewall or Internet Explorer security configurations, add the SSRS server to your browser's "trusted" zone.

Running Advanced Reports requires Workforce Central Workforce Central Advanced Reporting does not support the ability to run reports directly through the SSRS Report Manager. Once you install the Kronos

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Advanced Reporting security extension on the SSRS server, you must log on to Workforce Central to run reports. Installing Advanced Reporting on multiple instances Workforce Central Advanced Reporting enables you to point multiple Workforce Central instances at a single SSRS server. A Workforce Central instance is any instance of the Workforce Central application server, whether it is multiple instances on the same box, or multiple application server installations on many boxes, or multiple language instances on the same box or many boxes. To install Advanced Reporting for multiple instances, run the Kronos Advanced Reporting Security installation multiple times on the same SSRS server, entering different Workforce Central instance information each time. Note: If you have multiple application servers that are identical in terms of products installed and language, you do not need to run the Kronos Advanced Reporting Security installation for each one, since each instance has the same set of reports and authorized users. You will, however, need to indicate the URL of the SSRS server in the System Settings > Reports tab on each application server.

Updating the SSRS server after installing new Workforce Central products Workforce Central add-on products typically add new reports or update existing ones. If you are using Advanced Reporting, you need to make sure that the SSRS server stays up to date with any reporting changes on the Workforce Central server. Perform the following steps after installing new Workforce Central products: 1. Redeploy all reports to the SSRS server: a. Log on to Workforce Central and click Setup in the upper right-hand corner of the screen. Note: The Workforce Central server you log on to must be correctly configured to work with SSRS. b. Under Common Setup, click Report Setup.

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c. Click the Advanced Reports tab. d. Click Deploy Report Files. Deploying reports may take up to ten minutes. You can use other parts of the application during the deploy. Note: If you do not see the Advanced Reports tab or the Deploy Report Files button, make sure you have access to these controls. This access is granted in your Function Access Profile under Workforce Manager - Department Manager > Reports > Report Setup > Report Setup Access and Advanced Reports Deployment. 2. Copy the report labels from the Workforce Central application server to the SSRS Server, using the following instructions: a. On the Workforce Central application server, access the following directory: Drive:\KronosInstallDirectory\wfc\reporting b. Copy the following files: KronosResources.ini KronosResources.es-MX.ini KronosResources.fr-FR.ini KronosResources.zh-CN.ini c. Save the files you copied to the following directory on the SSRS server: SSRS_Install_Drive:\Program Files\ Microsoft SQL Server\ MSSQL.x\Reporting Services\ReportServer\ bin\ApplicationServerInstanceName For example, C:\Program Files\Microsoft SQL Server\ MSSQL.2\Reporting Services\ReportServer\ bin\gromit-kronos-com-wfc

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Allowing SSRS to access the web server through a firewall The SSRS server must be able to send communications to the Workforce Central web server. If the SSRS server and Workforce Central web server are on different sides of a firewall, you must configure the firewall to allow SSRS to send communications via port 80 (http) or port 443 (https). These are default settings. Advanced Reports logs Microsoft SQL Server Reporting Services writes log entries to the following location: Drive:\Program Files\Microsoft SQL Server\MSSQL.2\Reporting Services\LogFiles To view the most recent log entries, find the ReportServer file with the most recent date and time. For example: ReportServer__03_26_2007_12_51_34.log contains log information from 12:51:34 PM on March 26, 2007. When to access the SSRS Report Manager directly The Report Setup > Advanced Reports workspace under Common Setup provides a link to the Report Manager user interface on the SSRS server. This is the best way for the Advanced Reporting administrator to access the Report Manager. Note: The Advanced Reports administrator is identified as part of the Advanced Reports security installation on the SSRS server. The Advanced Reporting administrator may need to access Report Manager to perform the following tasks: · · Change settings for datasources. For example, if database login information changes. Delete objects (files, users, roles) in the repository. For example, you may want to delete RDL files if you uninstall a product from the Workforce Central suite. Add other Workforce Central users as Advanced Reporting administrators.

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The Advanced Reports security installation allows you to identify only one administrator. If you need to add others: a. Access Report Manager. b. Click the folder name that corresponds to the name of the Workforce Central application server instance that you are installing. For example gromit-kronos-com-wfc. c. Click the Properties tab and then click Security in the menu bar at the left side of the screen. d. Click New Role Assignment. e. Select Content Manager as the role and type the Workforce Central user name into the "Group or user name" field.

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Customizing reports

You can create custom reports in two ways: · · Use an existing Workforce Central report as a template and make modifications to the report definition file. Create a new report definition file without a template.

The instructions for customizing a report depend on the type of report file you are customizing. This section contains instructions for customizing RDL and RPT reports. Note: To determine which reports are formatted as RDL and which are RPT, refer to the Workforce Central Suite Release Notes. If you are modifying a custom report that was created with a pre-6.0 version of Workforce Central, the report is formatted as RPT. If you are creating a new report definition file without a template, Kronos recommends using the RDL format and customization instructions. Only RDL formatted reports are supported by the Advanced Reporting functionality.

Customizing RDL reports

Customizing RDL files requires the following steps: 1. Create a custom report definition language (RDL) file by renaming an existing RDL report or creating a new one in Microsoft Visual Studio. Refer to "Creating a reports definition file" on page 212 for more information. 2. Modify the RDL file in accordance with instructions provided by Kronos. Refer to "Modifying the RDL file" on page 214 for more information. 3. Save the custom RDL file to Kronos_install_directory\wfc\reports\otherReports on all Workforce Central application servers. 4. In the Report Setup component, create a report item that references the RDL file. Refer to the Workforce Central online help for more information.

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5. If you are using Advanced Reports, use the Report Setup component to deploy the report to the SSRS server. Refer to "Deploying custom reports" on page 217 for more information. 6. If necessary, customize report labels and update those labels on the SSRS server. Refer to "Updating report labels" on page 217 for more information. 7. Give users access to the custom report by modifying Data Access Profiles. Refer to "Giving users access to a custom report" on page 221 for more information. In order to complete these steps, you need: · · Access to Microsoft Visual Studio 2005 with Service Pack 1 installed. An understanding of the tables and views in the Workforce Central database. For detailed information, see the Workforce Timekeeper Database Tables Reference Guide and the Workforce Timekeeper Database Views Reference Guide. A Kronos Service Representative can also help you to prepare custom reports. The ability to write to the following directory on the Workforce Central application server: Kronos_install_directory\wfc\reports\OtherReports · Access to the Report Setup and Advanced Reports setup component in Workforce Central. Note: This access is granted in your Function Access Profile under Workforce Manager - Department Manager > Reports > Report Setup > Report Setup Access and Advanced Reports Deployment.

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Creating a reports definition file There are two ways to create a custom RDL file: · · You can duplicate an existing file by opening the file in Microsoft Visual Studio and saving the file with a new name. You can create a new file in Microsoft Visual Studio.

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Note: You must assign unique file names to custom reports. The name cannot be the same as any other report, custom or standard. Duplicating a report Duplicating an existing report definition file is the easiest way to create a custom report. When you duplicate a report, you can use as much of the original report design as you want. For example, you may only need to change a single field or edit a single heading in the report. The standard report definitions files provided with Workforce Central are installed in a Reports directory that is associated with each application area of the Workforce Central Suite. To duplicate a file, open it in Microsoft Visual Studio and save the file with a new name. When you open duplicated reports in Microsoft Visual Studio to customize them, the database and password assignments from the original Kronos development database are retained. You need to set the data source location to your database in order to run the report in the Microsoft Visual Studio development application. Creating a new report Creating a new report file involves more knowledge of RDL and the Workforce Central database tables and views. However, you may find it easier to create a new file if the report you want to create is unlike any of the standard reports provided with Workforce Central. Note: Standard Scheduler reports that use the report accelerator process can only be customized by duplicating and modifying a report item that has the Uses Accelerator(s) check box selected. You cannot select the Uses Accelerator(s) check box, because it is unavailable. Standard or other views or tables may be joined to the original accelerated report views. However, since this additional information is not an accelerated view, report performance could be affected. Multiple accelerated views used on different reports cannot be combined into one accelerated report.

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Modifying the RDL file You must modify RDL files using Microsoft Visual Studio 2005 with Service Pack 1 installed. Refer to the following instructions when working with Kronos reports in Microsoft Visual Studio. Note: The requirements for custom reports vary depending on whether you are designing reports for basic reporting or Advanced Reporting (with SSRS). If you design a report specifically for one type of reporting, the report will not work if you attempt to run it using the other type. This can be an issue, for example, if you attempt to schedule a report written for Advanced Reporting, since scheduling is only available through the basic reporting interface. To write custom reports that work correctly in either reporting environment, perform each of the steps below in their entirety, regardless of the stated requirements of a specific environment. 1. Add the report to a Report Server Project in Visual Studio. 2. Define the following shared datasources for the project: ­ The Workforce Central database -- This is the datasource from which Workforce Central reports retrieve data. Name: kronos Type: Microsoft SQL Server or Oracle Connection Properties: Enter the name or net service name (for Oracle) of the Workforce Central database server and the appropriate logon information. ­ The preprocessing web service -- This is the datasource responsible for authentication and preprocessing of reporting data. This datasource is only required if you are using Advanced Reports. Name: KronosReportingServices Type: XML Connection String: http(s):// WFC_server_name.domain_name.com/wfc/webservice/ WFCReportingServices

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Credentials: Use Windows Authentication (Integrated Security) 3. Modify the datasets used by the report, if necessary. ­ ­ The first dataset is typically the result of a query string executed against the "kronos" datasource. The second dataset is called "XMLProcessDS" and it is the result of a SOAP action against the "KronosReportingServices" datasource.

Note: If you are creating a report, rather than modifying an existing report, refer to an existing report definition file to learn about the construction of these datasets. The settings for the XMLProcessDS dataset are different depending on whether the report is a list report or an employee report, and the type of employee report. Refer to the following requirements and best practices when modifying RDL files: · All custom functions are implemented in a custom assembly, using C# as the programming language. The name of the assembly is Kronos.Reporting.RDLUtilities.dll. In order to test and use functions from Kronos.Reporting.RDLUtilities.dll while writing custom reports, copy the dll from Kronos_install_dir\reporting to Program Files\Microsoft Visual Studio 8\Common7\IDE. Implement externalized labels uniformly on all RDL files. Make sure labels are returned even if the query returns no results. The label localization function is contained in the Kronos.Reporting.RDLUtilities assembly. The signature of the function is Kronos.Workforce.CommonApp.Reporting.Framework.Utils.RDLUtilities. Localization.GetLocalizedLabel (String key, String culture). Subreports should use the following file naming convention: ReportName_subreportname_subreport.rdl where subreportname is any readable string that explains the function of the subreport. It is very important that subreport filenames end with the string subreport.rdl, since this string indicates that the name of the subreport should not appear in the user interface.

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Make sure the xml_process_status parameter, which gets its value from the status field in the XMLProcessDS dataset, is the first in the list of parameters for a report. This value enforces security. A parameter should be marked as "internal" if its value is not passed to the report, but supplied from within the RDL itself. Conditional expressions in SQL statements are not supported. Conditional expressions in dataset formulas are supported. Cascading parameters are not supported. For example, the selected value from one parameter cannot impact possible selections for a subparameter, as in the case of selecting from a list of cities contained within a selected country or state. Some reports access data via stored procedures, and these reports are handled somewhat differently. For information about customizing these reports, refer to "Customizing reports that use stored procedures" on page 240.

· · ·

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Custom options You can create custom report options for custom reports. Custom report options allow you to pass additional data or selection criteria to a custom report. Note: Along with an understanding of the Workforce Central database tables and views, creating custom report options requires that you know how to create parameters within Microsoft Visual Studio. Report parameters in Visual Studio correspond to report options in Workforce Central. Refer to the following instructions to add a custom option: 1. In Microsoft Visual Studio, open the report that will use the custom option. 2. Add the custom option to the report as a Report Parameter. Workforce Central supports the following data types for custom reports: String, Integer, DateTime. Indicate whether the report can support multiple values in the Multi-value checkbox. Set Available values to Non-queried and Default values to Null. You will populate available values in the Workforce Central user interface.

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3. In Workforce Central, configure a custom option that has the same properties as the custom parameter you created in Visual Studio. This step is only required if you are using basic reporting. If you are using Advanced Reporting, you can configure custom options however you choose, including querying the database for values. Note: For instructions on configuring custom options in Workforce Central, refer to the Workforce Central online Help.

Deploying custom reports If you are using Advanced Reporting, you must deploy the custom RDL file(s) to the SSRS server before you can access the custom report. To deploy reports: 1. Make sure the custom RDL files are located at the location specified by the site.reporting.rpt.otherfiles setting in the Reports tab in System Settings. The default location is: Kronos_installation directory/wfc/reports/ OtherReports. Note: If you access Workforce Central through a load balancer, you must determine the application server you are logged into in order to know where to store the custom report(s). The deploy will only work against those files on the same physical server. 2. In the Report Setup workspace, click the Advanced Setup tab. 3. Click Deploy Report Files. All RDL files are redeployed. This may take several minutes. Updating report labels Customizing and updating labels for reports differs depending on whether you are using basic reporting or Advanced Reporting. Refer to the appropriate section below.

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Basic reporting 1. On the Workforce Central application server, access the external labels file for the Workforce Central component whose labels you want to customized. For example, for the Workforce Timekeeper (wtk) component, go to Kronos_Install_Dir\wfc\applications\wtk\properties\ U2li18n.ini or U2li18n_fr.ini for French labels, and so on. 2. Make a copy of the file and delete all the labels except the ones you want to modify. 3. Change the values for the labels that you want to customize. 4. In the same folder, save this new custom labels file with the following prefix: Override_ For example: Override_U2li18n.ini 5. On the Workforce Central application server, access the following directory: Kronos_Install_Dir\wfc\reporting 6. From a command line, execute the following file: Kronos.Reporting.ResourceConverter.exe with the following arguments: ­ ­ ­ root directory to all U2li18n*.ini and Override_U2li18n*.ini files = Kronos_Install_Directory/wfc/applications output file name = KronosResources output directory = Kronos_Install_Directory/wfc/reporting

For example: Kronos.Reporting.ResourceConverter c:\kronos\wfc\applications KronosResources c:\kronos\wfc\reporting Note: You can use absolute or relative paths to the appropriate directories.

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The ResourceConverter.exe file creates a new KronosResources.ini file for each language supported by Workforce Central. 7. Copy the following files to all Workforce Central application servers that are configured as reports servers: KronosResources.ini KronosResources.es-MX.ini KronosResources.fr-FR.ini KronosResources.zh-CN.ini Reports - Advanced 1. On the Workforce Central application server, access the external labels file for the Workforce Central component whose labels you want to customized. For example, for the Workforce Timekeeper (wtk) component, go to Kronos_Install_Dir\wfc\applications\wtk\properties\ U2li18n.ini or U2li18n_fr.ini for French labels, and so on. 2. Make a copy of the file and delete all the labels except the ones you want to modify. 3. Change the values for the labels that you want to customize. 4. In the same folder, save this new custom labels file with the following prefix: Override_ For example: Override_U2li18n.ini 5. Update the labels on the SSRS server either using the batch file provided or by manually generating and copying KronosResources.ini files: Using a batch file: a. On the Workforce Central application server where you edited labels, make the following location accessible using a shared folder or mapped network drive: Kronos_Install_Directory\wfc

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b. On the SSRS server, open a command prompt and switch to the following directory: SQL_Server_Install_Directory\MSSQL.x\ Reporting Services\ReportServer\bin\ application_server_instance_folder where application_server_instance_folder contains the application server name and instance name for your Workforce Central application. For example, testServer-kronos-com-wfc. c. Execute the following command: GetResources.bat \\shared_folder_path where shared_folder_path is the path to the shared folder or mapped drive you created in step 5. For example, \\appServer\kronos\wfc. GetResources.bat automatically creates and copies the most up to date KronosResources.ini files to the SSRS server. You can schedule this command to run at regular intervals if necessary. Manually generating and copying KronosResources.ini files: a. On the Workforce Central application server, access the following directory: Kronos_Install_Dir\wfc\reporting b. From a command line, execute the following file: Kronos.Reporting.ResourceConverter.exe with the following arguments: - root directory to all U2li18n*.ini and Override_U2li18n*.ini files = Kronos_Install_Directory/wfc/applications - output file name = KronosResources - output directory = Kronos_Install_Directory/wfc/reporting For example: Kronos.Reporting.ResourceConverter c:\kronos\wfc\applications KronosResources c:\kronos\wfc\reporting

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Note: You can use absolute or relative paths to the appropriate directories. c. On the Workforce Central application server, access the following directory: Kronos_Install_Dir\KronosInstallDirectory\wfc\ reporting d. Copy the following files: KronosResources.ini KronosResources.es-MX.ini KronosResources.fr-FR.ini KronosResources.zh-CN.ini e. Save the files you copied to the following directory on the SSRS server: SSRS_Install_Drive:\Program Files\ Microsoft SQL Server\ MSSQL.x\Reporting Services\ReportServer\ bin\ApplicationServerInstanceName For example, C:\Program Files\Microsoft SQL Server\ MSSQL.2\Reporting Services\ReportServer\ bin\gromit-kronos-com-wfc Giving users access to a custom report Decide which users you want to access the report, then add the report item to the appropriate report data access profile(s) under Workforce Central Setup > Access Profiles > Data Access Profiles > Reports.

Customizing RPT reports

Customizing RPT files requires the following steps: 1. Modify the Crystal Reports definition file in accordance with the requirements of Workforce Central.

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2. Save the Crystal Reports definition file to the Kronos_install_dir\wfc\reports\OtherReports directory on all Workforce Central instances designated as Reports instances. 3. In the Workforce Central Report Setup component, create or modify a report item that references the custom Crystal Reports definition file. 4. Give users access to the custom report. In order to complete these steps, you need: · Crystal Reports Professional Edition software, purchased from the vendor, with its accompanying license, along with a working knowledge of designing Crystal reports. You can use Crystal Reports Designer version 10 or 11 to create custom reports. However, reporting features that were new for Crystal 11 are not supported for Workforce Central reports. Refer to the Crystal documentation to determine what was new for Crystal version 11 release 1 and 2. · An understanding of the tables and views in the Workforce Central database. For detailed information, see the Workforce Timekeeper Database Tables Reference Guide and the Workforce Timekeeper Database Views Reference Guide. A Kronos Service Representative can also help you to prepare custom reports. The ability to write to the following directory on the Reports directory on the Workforce Central Reports instances: Kronos_install_directory\wfc\reports\OtherReports · Access to the Report Setup component in Workforce Central. Note: This access is granted in your Function Access Profile under Workforce Manager - Department Manager > Reports > Report Setup > Report Setup Access.

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The Crystal Reports definition file For Crystal Reports and Workforce Central to work together to produce reports that you can control from within Workforce Central, you must make sure that the report definition file addresses the following questions:

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· · · ·

What parameters (options) are needed by the report, if any? Does the report require a HyperFind query to retrieve a list of people to include in the report? What time periods is a user allowed to choose for the report? How are labels translated for different languages?

If you are creating a custom report by duplicating an existing file rather than starting with a new file, these issues have already been addressed. However, you might want to add a new time period or create an additional parameter within the report. If you are creating a new report, you will need to address all of these issues in the report definition file. This section addresses these Kronos-specific requirements for the Crystal Reports definitions file. Note: Some reports access data via stored procedures, and these reports are handled somewhat differently. For information about customizing these reports, refer to "Customizing reports that use stored procedures" on page 240. Report Options Report options allow you to pass data into a report file. Some reports use different options than others. Identify the report options that are needed for a report by viewing the report in the Report Setup component. If you are creating a new report, add the standard options (as defined in this section) to the report definition file, at a minimum. Report options are specified as parameters in the report definition file. When you generate a report instance, you can select foreground options values, but not background option values. Background options are used to display foreground option values, or to pass a formatting control value to a report, or for use in calculations. Selected options for a report item must also be configured on the Crystal Reports definition. The only allowable difference between the Workforce Central reports and the Crystal Reports options is that the Crystal Reports option names can be written in uppercase, lowercase, or mixed case. Workforce Central report options must be in lowercase. Standard Options

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The following table describes the standard options. Some enable user selections; others control data display or report behavior:

Background/ Foreground F B F B B B F B F B F

Option Name Absences Absences hd Actual/Adjusted Actual/Adjusted hd Db timezone Decimal Format Employee page break Employee page break hd Exceptions Exceptions hd From Timeframe Function Access Profiles

Description Select Unexcused, Excused, or both Displays the selected Absence types Select Actual or adjusted amounts Displays the selected Actual/Adjusted choice Displays the timezone of the database server Formats time format to hh:mm or hh.hh Select No or Yes to page break on each employee Displays the selected page break choice Select one, multiple, or all types of Exceptions Displays the selected Exception Types Passes starting date for timeframe selection

Select one, multiple, or all function access F profiles B B

Function Access Profiles hd Displays the function access profiles selected Gmt server offset Returns the time difference, in seconds, between the timezones of the database server and the reporting server Select Credited, Denied, or both Displays the selected Holiday Credit Types Select one, multiple, or all Import Types Displays the selected Import Types

Holiday Credit Type Holiday Credit Type hd Import Type Import Type hd

F B F B

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Option Name Import Batch Import Batch hd Labor level count locale

Description Select one import batch or latest completed batch Displays the selected Import Batch Displays the number of labor levels defined in the database Passed in by the Workforce Central framework to determine the locale to be used for report localization.

Background/ Foreground F B B B

location_ini

Passed in by the Workforce Central B framework to identify the location of the u2li18n.ini file, which stores the key/value pairs that allow report labels to be localized. Passes list of employee/person IDs that are not up to date B

Not Updated Emp List hd

Not Updated Emp Count hd Passes count of employee/person IDs that B are not up to date Pay Codes Pay Codes hd Printed For Query Name Request Time hd Timecard Audit Type Timecard Audit Type hd Timeframe hd Timeframe Type To Timeframe Wage Permission Select one, multiple, or all pay codes Displays the selected Pay Codes Displays Hyperfind Query name F B B

Displays the user name who ran the report B Displays the time that all calculated totals B are up to date Select one, multiple, or all audit types Displays the Audit Types selected Displays the timeframe selected Passes the selected timeframe type Passes ending date for timeframe selection Determines if wages appear on report based on function access profiles F B B B F B

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Report option attributes The following table describes attributes from the previous table. The last column identifies all available choices for an option and the internal values that the system passes to Crystal Reports for these option choices. · · An entry of the form name:number identifies a named choice and the internal code that represents it; for example, Unexcused:0. An entry of the form name:[..same] identifies entries that have the same internal and external values; for example, Adjusted:1. Only string or datetime entries have the same values internally and externally. An entry of the form count:name1|2... identifies a count of the number of choices for that option followed by each option name; for example, Count:PayCode name 1|PayCode name 2. An entry of the form name:n/m identifies an external value of name and an internal value of n/m. Two internal values are separated by a comma (,).

Multiple/ Discrete Column Available Choice: Values Typically Linked Internal Value Passed Excusedsw Unexcused:0 Excused:1 Both:0,1 Unexcused, Excused, Both:[--same] Actual:0 Adjusted:1 ----Actual, Adjusted:[--same] "GMT +/- hrs: DB Timezone Name":[-same] Hh:mm:1 Hh.hh:0 No:0 Yes:1

·

·

Option Name Type Absences

Number Multiple

Absences hd Actual/ Adjusted Actual/ Adjusted hd Db timezone Decimal Format

String

Discrete

--

Number Discrete String String Discrete Discrete

Number Discrete

Employee page Number Discrete break

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Option Name Type Employee page String break hd Exceptions String

Multiple/ Discrete Column Available Choice: Values Typically Linked Internal Value Passed Discrete Multiple -No, Yes:[--same]

absentexcepttypeid Cancelled Deduct:0/1,1/1 Early In:1/2 Late In:1/3 Long Break:1/4 Holiday Skipped:0/5 Min. Days Active Violation:0/6 Min. Days Empl. Violation:0/7 Missed In Punch:1/8 Missed Out Punch:0/9 Short Break:1/10 Unscheduled:0/11,1/11 Very Early In:1/12 Late Out:0/3 Work History Violation:0/14 Long Interval:0/4 Short Shift:0/10 Early Out:0/2 Very Late Out:0/13 -Any datetime column Vp_accessprofile. accessprofid or Accessprofile. accessprofid -Count:exception name1|2...:[--same] Datetimevalue:[--same] Accessprofile.profilenm: accessprofile.accessprofid

Exceptions hd String From Timeframe

Discrete

Datetime Discrete

Function Number Multiple Access Profiles

Function String Access Profiles hd Gmt server offset

Discrete

Count:function access profile 1|2....

Number Discrete

--

Seconds:[--same]

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Option Name Type

Multiple/ Discrete Column Available Choice: Values Typically Linked Internal Value Passed Exceptionsw Exceptions Only:0 Credits Only:1 Both:2 Exceptions Only, Credits Only, Both [--

Holiday Credit Number Discrete Type Holiday Credit String Type hd Import Type Discrete

-importcntnttypeid

same]

Labor Level Entries:1 Labor Level Set:2 People:3 Accrual Dates:4 Accruals:5 Punches:6 Pay Code Edits:7 Sched. Pay Code Edits:8 Schedules:9 Count:Import Type Name1|2...:-Specific batch: importbtchstatid\0 Latest completed batch: importbtchstatid\1 Batch Name and Date:[--same] Number:[--same] employeeid's:[--same] Number of employeeid's:[--same] paycodeid ---Paycode.name:paycode.paycodeid Count:Pay Code name1|2...: Logged in user name:[--same] Hyperfind query name:[--same] Max datetime all employees on report have up to date calculated totals: [--same]

Number Multiple

Import Type hd String Import Batch Import Batch hd Labor level count Not Updated Emp List hd

Discrete

-Importbtchstatid ---

Number Discrete String Discrete

Number Discrete Number Multiple

Not Updated Number Discrete Emp Count hd Pay Codes Pay Codes hd Printed For Query Name Request Time hd Number Multiple String String String Discrete Discrete Discrete

Datetime Discrete

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Option Name Type Timecard Audit Type String

Multiple/ Discrete Column Available Choice: Values Typically Linked Internal Value Passed Multiple Vp_timecardaudit. Add Duration:-1/0/30/1/, -1/0/30/0/, audittimesheetid -1//30/0/0 Edit Duration: -1/6/30/0/, -1/6/30/1/ Add Punch: -1/0/-1/0/, -1/0/-1/1/, -1//-1/0/0,-1/0/4/0/0,-1//4/0/0/,-1/0/2/0/0, -1/0/1/0/0,-1//2/0/0/ Edit Punch: -1/0/40/0/, -1/6/-1/1/, -1/6/-1/1/ , -1/6/-1/0/, 1/5/-1/1/,-1/5/4/1/1,-1/5/2/1/1 Add Pay Code: -1/0/20/1/, -1/0/20/0/, -1/0/22/0/, -1/0/21/0/, -1//20/0/0, -1/0/23/0/,12/-1/-1/-,-1/0/55/0/ Edit Pay Code: -1/6/20/1/, -1/6/20/0/, -1/1/20/0/ Delete Pay Code: -1/5/20/1/ ---Count:Audit Type 1|2... Timeframe Name or Specific Dates: Prev. Pay period:0 Curr. Pay period:1 Next Pay period:2 Prev. Schedule period:3 Curr. Schedule period:4 Next Schedule period:5 Week to Date:6 Last Week:7 Yesterday:8 Range of Dates:9 Range of Relative Dates:10 Specific Date:11 Datetimevalue:-[--same] 'Show wages':1 'Don't show wages':0

Timecard String Audit Type hd Timeframe hd String Timeframe Type

Discrete Discrete

Number Discrete

To Timeframe Datetime Discrete Wage Permission Number Discrete

Any datetime column --

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Wage permissions The wage permission option is typically used to display or not display wage data on a report, based on the logged on user's ability to view wage data as determined by their function access profile. This option is generally passed directly to a formula or field on a report that prints wage amounts, and does not display the formula or field to those users who do not have this permission in their function access profile. The function access profile of the person generating the report instance determines the value of this option, using a setting in Access Profiles > Function Access Profiles in the Setup workspace. For any function access profile, wage permissions are in Workforce Manager - System Configuration > Setup > Wage Profiles Setup. For reports that are scheduled to run via the Event Manager, the ability to see wage data is determined by the person selected in the User Name field in the Report > Schedule Report tab. Background options Most background header options have names ending in hd and are generally placed on the report as headers for foreground options. Other similar appearing background options are the Query Name, Printed For, Db timezone, and Labor level count hd. · · If you use a HyperFind query, the Query name parameter in the report header displays the name of the HyperFind query. The Printed For parameter appears on all standard reports in the header to indicate the user who requested the report. However, if the report is scheduled, the User Name that is associated with the scheduled job appears instead. The employee group that is associated with the user who is logged on determines the employees that can be seen on the report. Decimal format This option determines if time appears in hh:mm or hh.hh format, and the format is passed directly to formulas that display time. The function access profile of the person generating the report instance determines the value of this option, using a

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setting in Display Preferences > Display Profiles > Display Format tab > Duration display group in the Setup workspace. Custom options You can create custom report options for custom reports. Custom report options allow you to pass additional data or selection criteria to a custom report. Note: Along with an understanding of the Workforce Central database tables and views, creating custom report options requires that you know how to create main and header parameters within Crystal Reports. Report parameters in Crystal are the equivalent of report options in Workforce Central Reports. Creating a custom report option is a two-step process: 1. In Crystal Reports Designer, create a parameter to go along with a custom report. 2. In Workforce Central Reports, configure a custom option that has the same properties as the custom parameter you created in Crystal. Note: For information about adding custom report items to Workforce Central Reports, refer to the Workforce Central online Help. HyperFind queries If your report contains employee data, using a HyperFind query simplifies your report request. The HyperFind query selects the employees to include in the report. To determine whether an existing report uses a HyperFind query, access the Report Setup component. On the navigation bar, select Common Setup > Report Setup and then click a report in the list. If the report uses a HyperFind query, the Requires HyperFind Query check box is selected. Use the following instructions to configure a report definition file to use a HyperFind query: 1. In the Database > Database Expert option, add the MYWTKEMPLOYEE table to the query, and verify that the remaining joins are correct and complete.

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2. In the Report > Selection Formula > Record option, add a line containing, "{MYWTKEMPLOYEE.SESSIONID} = {?wtksessionid}". This must be the first selection criteria. 3. In the Field Explorer > Parameter Fields, add the WTKSESSIONID parameter. When a report instance is run, the employee or person IDs in the HyperFind query result set replace the {?wtksessionid} value, thereby limiting the resulting report instance to those employees or people whom the HyperFind query returns. This replacement works because of the integration between the Crystal Reports software and the Workforce Central system, and does not work unless the report is linked within the Workforce Central system. Caution: Never enter this Selection Formula directly into the WHERE clause of the report. Workforce Central does not support any modifications to the SQL statement made in the Show SQL Query option in Crystal Reports. Time periods If your report displays employee data, it is likely to have a time period option in effect so that you can limit results to a specific time period. A time period can be for pay periods or nonpay periods. Pay periods can be different for each employee on a report. Nonpay period time periods contain the same date range for all employees. Many of the Workforce Central database views include employee pay period dates. When you request both pay period and non pay period time periods, the Record Selection Formula uses a special formula. The following code example illustrates a time period Record Selection Formula for the report definition:

If you select a time period for any non pay period type, the Timeframe Type that is passed to the report file is a number between 3 and 11.

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If you select a Pay Period, the Time Period Type that is passed is one of the following:

Pay Period Previous Pay Period Current Pay Period Next Pay Period Value 0 1 2

When you select a pay period time period, the From Timeframe and To Timeframe parameters receive datetime values. The Workforce Central system calculates the earliest From Timeframe value and the latest To Timeframe value for every employee in the report, and passes those values to the report parameters, thereby providing optimum performance for the report query. When you select a nonpay period time period, the From Timeframe and To Timeframe parameters get the dates pertinent to the time period selected. The system ignores pay period portions of the formula. Users of Workforce Central who are not employees do not have pay periods assigned to them. Labels Standard reports use a special function named GetLocalizedLabel() that allows the labels and strings that appear on Crystal Reports to be stored in an external file named u2li18n.ini. This allows one Crystal Report file to be able to display strings in other languages without modifications to the report file. The GetLocalizedLabel() formula accesses keys in the .ini file to find a specific text string and add it to a report. The same key can be used on multiple reports. When creating custom reports, you should hard code the strings used in the Crystal Report file. This keeps any changes to the .ini file with version upgrades from affecting your report labels. To hard code strings directly, modify the report file by replacing any GetLocalizedLabel() functions with strings. If you do not want to hard code strings, you can continue to use the GetLocalizedLabel() function and .ini file to supply the strings for custom reports, but be aware that labels or keys can change or be deleted after a version upgrade, which could require modifications to custom reports. Modifying the

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u2li18n.ini file is not recommended as it will be deleted during a version upgrade. The GetLocalizedLabel() function will return `null' if it is unable to retrieve a string for any reason. Running a report in the Crystal Report Designer that uses the GetLocalizedLabel() function If you duplicate and modify a standard Crystal Report and choose not to delete all references to the GetLocalizedLabel() function, the report will not run in the Crystal Report Designer until the PC is modified for Crystal Report Designer to recognize this function. This function is specific to Kronos applications and is not included in the Crystal Reports Designer software. To set up the GetLocalizedLabel() function on the PC where you are running the Crystal Reports software: 1. From a WFC reporting instance, copy U2LI18N.dll from: WFC.rootdir\instance_name\bin to: \\Program Files\Common Files\Business Objects\3.0\bin This allows the Crystal Reports Designer to see the GetLocalizedLabel() function. 2. On a WFC reporting instance, copy U2LI18N.ini from: WFC.rootdir\instance_name\applications\wcb\properties \U2LI18N to the destination directory, located on the server where Crystal Designer is installed. The default installation path is: \\Program Files\Common Files\Crystal Decisions\2.5\bin This allows the GetLocalizedLabel() function to access the strings in the .ini file. 3. On the PC where Crystal Reports is installed, add a Windows environment variable named UFLINIFILE to: \\Program Files\CommonFiles\Business Objects\3.0\bin\u2li18n.ini

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This allows the GetLocalizedLabel() function to access the strings in the .ini file. 4. Restart your computer. Saving the Crystal Reports definition file Before saving the Crystal Reports definition file, make sure that you are not using the Page N of M special field anywhere in the report design. Kronos recommends that you avoid use of this field. Make sure that you save the Crystal Report definition file with a unique name and copy it to the following location on all Workforce Central application servers running on Windows: Kronos_install_directory\wfc\reports\OtherReports Note: If you fail to add the file to each Windows instance of Workforce Central, the report may fail when run.

Giving users access to the custom report Decide which users you want to access the report, then add the report item to the appropriate report data access profile(s) by selecting Access Profiles > Data Access Profiles > Reports from the Setup workspace. Upgrading custom reports created in previous versions Specific custom reports considerations when upgrading Certain existing custom reports require special consideration when upgrading. The affected reports are those that use HyperFind substitution, the getLabel function, or stored procedures employing the @key and @sessionid parameters. HyperFind There are two design patterns for reports that use HyperFind: · the -411 placeholder

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the WTKSESSIONID parameter

To determine whether or not a report uses HyperFind, look at the report properties in the Workforce Central Reports Setup page. If the Requires HyperFind Query box is checked, then the report uses HyperFind. To determine whether or not a report uses the -411 placeholder or the wtksessionid parameter, open the report in Crystal Designer and open the record selection formula window (Report > Selection Formulas > Record). A HyperFind report contains either a "-411" or a "wtksessionid" in the first record of the record selection formula. To manually update a report template that uses HyperFind, perform the following procedure: 1. Open the report template in Crystal Designer. 2. Modify the main report. a. Note the table and column in the "-411" Boolean expression in the record selection formula. For example: {VPRACCRUALDTL.EMPLOYEEID} = -411 b. Select Database Expert from the Database Menu and add the MYWTKEMPLOYEE table to list of selected tables for the data source. Click on the Links tab and link the table and column from the "-411" record selection formula to the corresponding column in the MYWTKEMPLOYEE table c. Modify the record selection formula. In the Report > Selection Formula > Record menu, add the following line as the first selection criteria: {MYWTKEMPLOYEE.SESSIONID} = {?wtksessionid}" d. In the Field Explorer > Parameter Fields menu, add the WTKSESSIONID parameter. Select "String" from the "Value type" dropdown list. 5.Save the template file. 6.In WFC Report Setup, clear the "Uses -411" check box. Repeat these steps for each subreport that uses the -411 placeholder. In addition, change the subreport linking to pass the WTKSESSIONID parameter.

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getLocalizedLabel function The getLabel() function was used previously to perform the runtime localization of the labels used in the templates. This function has been replaced by the getLocalizedLabel() function. Reports now must use getLocalizedLabel() instead of getLabel() to process labels correctly at runtime. To upgrade to the new getLocalizedLabel() function, perform the following steps: 1. Copy the new version of U2LI18N.dll from: WFC.rootdir\instance_name\bin to: \\ProgramFiles\Common Files\Business Objects\3.0\bin so that the new function is accessible to Crystal Reports Designer. 2. Add two new parameters to the main report, ­ ­ locale location_ini

3. Replace all instances of: getLabel('label') with getLocalizedLabel('label', ?locale, ?location_ini) 4. If there are any subreports, add the same parameters to each subreport and link it to the main report. 5. Repeat the step c with the corresponding subreport parameters. Stored procedures In Workforce Central v5.2 the data type of the @key and @sessionid parameters was changed from string to number. To ensure that custom reports that use these parameters continue to work properly, reassociate the custom templates against the stored procedure.

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Upgrading custom reports written with Crystal v8.5 to v9.0 or v10.0 Custom reports written from scratch in earlier versions of Workforce Timekeeper have the following upgrade considerations:

Crystal Report Designer version used to create custom reports 8.5 8.5 9.0 8.5 9.0 10 Are reports forward compatible to WTK v5.0? Yes N/A N/A N/A N/A N/A Are reports forward compatible to WTK v5.1? Yes Yes Yes N/A N/A N/A

Initial Embedded WTK Crystal Report version Engine version 4.3 5.0/4.4 5.0/4.4 5.1 5.1 5.1 8.5 9.0 9.0 10 10 10

Custom reports created by duplicating standard reports in earlier versions of Workforce Timekeeper have the following upgrade considerations:

Crystal Report Designer version used to create custom reports 8.5 9.0 9.0 10 Are reports forward compatible to WTK v5.0? Yes N/A N/A N/A Are reports forward compatible to WTK v5.1? Yes Yes N/A N/A

Initial WTK version 4.3/4.4 5.0 5.1 5.1

Embedded Crystal Report Engine version 8.5 9.0 10 10

The standard reports in Workforce Timekeeper are stored in the version of the Crystal Engine installed in that release. Generally, these reports cannot be opened in a previous version of Crystal Report Designer software. However, Crystal v10.0 allows you to save v10.0 reports back to v9.0 format, if your report does not use any of the Crystal Reports Designer v10.0 features.

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Specific custom reports considerations when upgrading from Workforce Central v4.3 Several Workforce Central v4.3 reports were defined to directly access standard database tables instead of report-specific database views. Workforce Central v5.0 introduced some changes to the database tables referenced by these reports. Standard reports supplied with v5.0 have been modified. However custom reports created in versions prior to v5.0 from the following standard data reports may need to be modified in v5.1. The following reports are affected:

Accrual Balances and Projections Accrual Detail Accrual Summary Holiday Credit Timecard Audit Trail Import Errors Import Statistics

Any report that uses the accrualtran database table, such as Accrual Balances and Projections, Accrual Detail, and Accrual Summary, will fail. The employeeid column in that table was removed and replaced by the personid column. Custom reports can be modified to use this new column by using Crystal's mapping option. Any report that uses the SQL query found on the standard Function Access Profile report will fail, because the Crystal Report Designer has changed how queries with unions are implemented in version 9.0. Custom reports can be easily modified to use a new view, vp_accessprofile, which incorporates the union SQL and is compatible with Workforce Central reporting architecture. Crystal's mapping option can be used to change the report SQL to use this new view. The Timecard Audit Trail report uses the vp_timecardaudit view. Any report that uses this view will likely fail, because this view was modified to remove columns that returned audit data for signoffs and approvals. This was necessary to improve performance and overcome the various DBMS limits on the total number of tables used in a query. Custom reports can be modified by using Crystal's mapping option to identify those columns that have been removed from the view.

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Customizing reports that use stored procedures

The following table lists Workforce Central reports that use stored procedures and the names of the stored procedures used.

Report Name Absent Employees Accrual Balances and Projections Accrual Debit Activity Summary Accrual Detail Accrual Summary Actual vs. Schedule by Job Actual vs. Schedule by Labor Account Employees Currently Earning Time Employee Hours by Job Employee Hours by Job (Excel) Employee Hours by Labor Account Employee Hours by Labor Account (Excel) Employee Signoff Employee Transactions and Totals Employee Transactions and Totals (Excel) Stored Procedure(s) PREPROC_TotalizationNew accrual_bal_proj PREPROC_TotalizationNew PREPROC_TotalizationNew RPTSP_AccrualDetails PREPROC_TotalizationNew Accrual_summary RPTSP_ActualScheduleByJob PREPROC_TotalizationNew RPTSP_ActualScheduleByLabor PREPROC_TotalizationNew PREPROC_TotalizationNew RPTSP_HoursTotals PREPROC_Totalization RPTSP_HoursTotals PREPROC_Totalization RPTSP_EmpHoursTotals PREPROC_Totalization RPTSP_EmpHoursTotals PREPROC_Totalization PREPROC_TotalizationNew RPTSP_EmpTransTotals PREPROC_Totalization RPTSP_EmpTransTotals PREPROC_Totalization

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Report Name Exceptions Holiday Credits Hours by Job Hours by Job (Excel) Hours by Labor Account Missing Employees Timecard Audit Trail Time Detail

Stored Procedure(s) absent_exception PREPROC_TotalizationNew PREPROC_TotalizationNew RPTSP_HoursTotals PREPROC_TotalizationNew RPTSP_HoursTotals PREPROC_TotalizationNew RPTSP_HoursTotals PREPROC_TotalizationNew PREPROC_Totalization Timecard_audittrail Time_details

If you need to modify the data returned by a stored procedure for a particular report, you must make a copy of the stored procedure and edit the copy rather than edit the original version in the Workforce Central database. Duplicate the stored procedures according to the Oracle or SQL server instructions and name the stored procedure with a prefix of CUST_. For example, CUST_Time_details. Adhere to the following guidelines in order for the custom stored procedure to work within the Workforce Central environment: · Stored procedures are supported for use in the top-level report query only, not in subreports. Subreports that query tables or views can be added to a stored procedure based report, however. Two input parameters are supported. Any other standard or custom report options can also be used to select the data on the report; however, these are the only two that are supported to control the results of the stored procedure itself. ­ ­ Key -- Used for the HyperFind input of employee ID's. Actual_adjusted -- Used to select Actual or Adjusted/Historical totals.

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Linking the Key or Actual_adjusted parameters to subreport parameters is not supported.

Parameters/options for reports that use stored procedures The Key input parameter is the sessionid from the mywtkemployee table, which is populated with the employeeids for that HyperFind query. In addition to supplying the employee IDs for a report, the Key value can also be used to provide the start and end dates of the selected time frame for each employee, so that the Timeframe Type, To Timeframe, and From Timeframe options are not needed. The Key parameter does not appear in the list of available options in report setup. It is passed internally by the Workforce Central report engine to the stored procedure. The Actual_adjusted parameter also does not appear in the list of available options in report setup. It is passed internally by the Workforce Central report engine to the time_details stored procedure. The Actual/adjusted parameter, visible in the options list, is different. This can be used in the report file itself, such as on Time Detail, in addition to the stored procedure equivalent.

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Workforce Central Portal Configuration

This chapter contains the following topics: · · · · · · · · · "Overview of the Workforce Central Portal" on page 244 "Adding Kronos Web Parts to a new or existing SharePoint portal page" on page 249 "Customizing a Workforce Central Portal sample page" on page 255 "Using the Kronos Web Part page template to create a portal page" on page 256 "Customizing preconfigured Workforce Central Portal Web Parts" on page 257 "Creating custom Workforce Central Web Parts" on page 274 "Visual theme for the Workforce Central Portal and Kronos Web Parts" on page 287 "Customizing and creating Web Part Help topics" on page 288 "Troubleshooting" on page 292

Chapter 8

Workforce Central Portal Configuration

Overview of the Workforce Central Portal

This section presents information about: · · · The purpose of the Workforce Central Portal Portal page configuration options Pre-configured Web Parts that come with the product.

Purpose of the Workforce Central Portal

The Workforce Central Portal organizes important Workforce Central data and displays it in a way that is easy for managers to read. To accomplish this, the Workforce Central Portal uses web parts. A set of web parts comes with the Workforce Central Portal. Each web part displays data that is provided by the APIs that are installed with the Workforce Timekeeper application. Some web parts are associated with a pre-configured XSLT file that formats the data in a table or chart format. The data and the presentation of specific Kronos web parts are configurable. System administrators can choose from the Workforce Central Portal web parts or they can create custom web parts, and integrate them into an existing portal. System administrators can also customize the sample portal pages that are included in the Workforce Central Portal installation. The Workforce Central Portal is compatible with Microsoft SharePoint portal servers on Microsoft operating systems. The Workforce Central Portal supports multiple languages. The Workforce Central Portal does not support single sign-on. The Workforce Central Portal requires Microsoft Sharepoint Services and Microsoft Office Web Components (OWC). For more information about installing the Workforce Central Portal, refer to the Workforce Central Portal Installation Guide. Important: The Workforce Central Portal does not support Windows Integrated Authentication.

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Workforce Central Portal page configuration options

System administrators can use the Workforce Central Portal to accomplish the following objectives: · · Add pre-configured or custom Kronos Web Parts to a new or existing portal page Customize a pre-configured Kronos sample portal page

Important: If you are using Workforce Central Portal version 5.2, and upgrade to Workforce Timekeeper version 6.0, you can continue to use version 5.2 Web Parts. However, you cannot use a combination of Web Parts from Workforce Central Portal versions 5.2 and 6.0. To use Workforce Central Portal version 6.0, you must replace all pre-configured or custom Kronos Web Parts with 6.0 Web Parts.

Kronos Web Parts and sample pages provided by the Workforce Central Portal

This section lists and describes the web parts and web part pages that are installed when you install the Workforce Central Portal on the portal server. If a web part uses one of the APIs delivered by the Workforce Timekeeper application, the API is noted in the web part description. Pre-configured web part pages

Sample portal pages Genies Portal Description A sample portal page that contains a display of Genie data in three output formats, using three sample XSL files that are provided for Genies. Uses the Genie API. A sample portal page that displays the default content for health care managers.

Healthcare Manager Portal

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Sample portal pages Healthcare Staffing Portal Retail Portal

Description A sample portal page that displays the default content for health care staffing managers. A sample portal page that displays the default content for retail managers.

Configurable generic web parts

Web part Kronos Navigation Description Enables Workforce Central Portal users to access Workforce Central application pages from the portal, using the standard Workforce Central tabs and menus. The items that appear on the tab menus depend on the access profiles to which the user is assigned. Enables users to access Workforce Central application pages directly from the portal. The target application pages display for the time period and business location that is specified on the portal page.

Kronos Navigation Links

Kronos Process Manager In Box Enables users to view the number of actions and notifications that are stored in their Process Manager inboxes. Kronos XML API XSLT Table Enables system administrators to configure tables to display Workforce Central data, including custom Key Performance Indicators (KPIs) and Workforce Timekeeper Genies. Users can view the tables in the portal. Enables system administrators to configure charts to display Workforce Central data, including custom Key Performance Indicators (KPIs) and Workforce Timekeeper Genies. Users can view the charts in the portal.

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Configurable Retail web parts

Web part Kronos Productivity Monitor Navigator Description Enables users to select date and store location parameters for data that appears in the Productivity Monitor Table and Productivity Monitor Chart web parts. Enables users to view sales data and Key Performance Indicators (KPIs) from the Productivity Monitor, in table format. Enables users to view sales data and Key Performance Indicators (KPIs) from the Productivity Monitor, in chart format. Summaries of sales data, in the form of useful percentages that reflect sales and budget performance. The data is based on the date and store locations that are specified in the Productivity Monitor Navigator web part.

Kronos Productivity Monitor Table Kronos Productivity Monitor Chart Kronos Key Performance Indicators

Configurable Health Care web parts

Web part Kronos Navigator Description Enables users to select time period and health care location parameters for data that appears in the health care-related web parts. Enables users to view the staffing requirements for a health care location, and the amount by which the scheduled coverage is over or under the requirements. Uses the Staffing Requirements API. Enables users to view the data in the Staffing Requirements web part, at the job level. Uses the Schedule Coverage API.

Kronos Staffing Requirements

Kronos Coverage Detail

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Web part Kronos Projected Overtime

Description Enables users to view the amount of projected overtime for employees in a health care location. The data is based on the thresholds for overtime qualification that system administrators set in the Workforce Timekeeper application. Uses the Projected Overtime API. Enables users to view total per pay code, for a specific health care location. Uses the Hours Summary API. Enables users to view data from the Volume tab in the Workload Planner. Data can include the actual, budgeted, and projected volume of patients at a specific health care location. Uses the Volume API. Enables users to a view a list of shifts that have not yet been assigned to employees. Uses the Open Shifts API. Enables users to view the number of hours worked, scheduled, or budgeted, per patient per day. Uses the HPPD API.

Kronos Hours Summary Kronos Volume

Kronos Open Shifts

Kronos Hours Per Patient Day

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Adding Kronos Web Parts to a new or existing SharePoint portal page

Adding Kronos Web Parts to a new or existing SharePoint portal page

The Workforce Central Portal enables system administrators to add and subtract Web Parts from the portal page, using the controls that are provided by Microsoft SharePoint Services. Before you add Web Parts, you must do one of the following: · · To add Kronos Web Parts to an existing portal page, log in to the portal page as a SharePoint administrator. To create a new portal page, log in to the SharePoint server site as a SharePoint administrator, and create a blank layout page. "Adding Kronos navigation Web Parts to a portal page" on page 250 "Adding and connecting Kronos Web Parts to a portal page" on page 252

This section contains the following topics: · ·

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Adding Kronos navigation Web Parts to a portal page

System administrators perform this procedure. Two types of navigation Web Parts can be added to a portal page: · Kronos Navigation -- Standard Workforce Central tab menus. Use this Web Part to emulate the look of the Workforce Timekeeper application, which has the tab menus at the top of the application page. Kronos Navigation Links -- A list of links to the Workforce Central application. When you add the Web Part to the portal page, you specify one folder, or area of functionality (for example, Timekeeping, Scheduling). If you want to include links for more than one folder, you must add an instance of the Web Part for each folder to include.

·

Note: Both Web Parts provide the ability to link to the Workforce Central application pages to which users have access. Typically, you pick one, depending on the preferred method of navigation. However, you can use both Web Parts on a portal page. To add a navigation Web Part to the portal page: 6. Select the Modify Shared Page button at the top, right-hand corner of the screen. 7. Select Add Web Parts > Browse to browse for a Web Part to add to the portal. 8. Click the Virtual Server Gallery link to access the list of Kronos Web Parts. 9. Drag and drop the navigation Web Parts to the location on the portal where you want them to appear. If you add the Kronos Navigation Links Web Part, select a folder to include. Each folder represents a category of available of Workforce Central functions. Examples of categories are Timekeeping, My Genies, and Scheduling. To select a folder: a. In the drop-down menu for the Web Part, select Modify Shared Web Part. b. In the Advanced portion of the dialog box, scroll to the Kronos Navigation Links Configuration setting.

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c. Use the drop-down list to select a folder. Note: You can select only one folder. If you want to add links from another folder, you must add another instance of the Kronos Navigation Links Web Part. Whether you add the Kronos Navigation or Kronos Navigation Links Web Part, the menu items or links that appear depend on the following conditions: ­ ­ Whether you are currently logged on to the Workforce Timekeeper application. If you are not, no menu items appear. The access profile to which you are assigned. Only the items that you can access, based on your access profile, appear in the tab menus.

Likewise, the items that appear to a user who accesses the portal page depend on the access profile that is assigned to the user.

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Adding and connecting Kronos Web Parts to a portal page

System administrators perform these procedures. Overview The Workforce Central Portal provides the following pre-configured Kronos retail and health care Web Parts:

Retail Web Parts Kronos Productivity Monitor Navigator Kronos Productivity Monitor Chart Kronos Productivity Monitor Table Kronos Key Performance Indicators Health care Web Parts Kronos Schedule Navigator Kronos Open Shifts Kronos Staffing Requirements Kronos Hours Summary Kronos Coverage Detail Kronos Hours Per Patient Day (HPPD) Kronos Approaching Overtime Kronos Volume

Many of the Web Parts must be connected to show information according to business needs. Note the following: · The Kronos Productivity Monitor Navigator and the Kronos Schedule Navigator provide the ability to select the day and business location for which data appears in the other Web Parts. Retail businesses must use the Kronos Productivity Monitor Navigator; health care facilities must use the Kronos Schedule Navigator. To provide this ability to other Kronos Web Parts that you add to the portal page, the other Web Parts must be connected to a navigator. · Many Web Parts depend on the Kronos Staffing Requirements Web Part to provide input into the information that they show.

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The following table summarizes the relationships of the Web Parts:

Web Part All retail Web Parts except the Kronos Productivity Monitor Navigator Connection Connect to the Kronos Productivity Monitor Navigator, to allow users to select a day and business location.

All health care Web Parts except the Connect to the Kronos Schedule Navigator Web Part Kronos Schedule Navigator to allow users to select a day and business location. Kronos Productivity Monitor Table Kronos Productivity Monitor Chart Kronos Coverage Detail Kronos Approaching Overtime Kronos Hours Summary Kronos Volume Kronos Open Shifts Kronos Hours Per Patient Day (HPPD) Each must be connected to the Kronos Staffing Requirements, which provides staffing data used by the other Web Parts.

Adding Web Parts to a portal page consists of two tasks: · · Adding the Web Parts Connecting the appropriate Web Parts

Adding Web Parts to a portal page 1. Select the Modify Shared Page button at the top, right-hand corner of the portal page. 2. Select Add Web Parts > Browse to browse for a Web Part to add to the portal. 3. Click the Virtual Server Gallery link to access the list of Kronos Web Parts. 4. Add any combination of the retail or health care Web Parts to the portal page. Ensure that you add the appropriate navigator Web Part to the page (Kronos Productivity Monitor Navigator for retail, Kronos Schedule Navigator for health care).

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Connecting Web Parts After you have added Kronos Web Parts to the portal page, you must connect them to the navigator Web Part you are using (Kronos Productivity Monitor Navigator for retail, Kronos Schedule Navigator for health care). You must also connect Web Parts that require staffing information to the Kronos Staffing Requirements Web Part. To connect Kronos Web Parts: 1. Click Modify Shared Web Page in the upper right portion of the page. 2. Select Modify Shared Web Part, and then select the target Web Part. 3. Click the down-facing arrow at the top, right-hand corner of the Kronos Web Part and select Connections. 4. If the Web Part is a navigator Web Part, select Provides a cell to. A list appears that shows the Kronos Web Parts that you have added to the page, and that can be connected to the navigator Web Part. If the Web Part is not a navigator Web Part, select Consumes a cell from. 5. Select a Web Part from the list that appears. For non-navigator Web Parts, the only Kronos Web Part in the list is Kronos Staffing Requirements. 6. Repeat this procedure for each Web Part. You can customize the appearance and labels of any retail or health care Web Part except the navigator Web Parts.

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Customizing a Workforce Central Portal sample page

Customizing a Workforce Central Portal sample page

System administrators perform this procedure. You can use one of the sample portal pages that are installed with the Workforce Central Portal as a template for a new portal page. 1. After you have installed the Workforce Central Portal, log on to SharePoint as an administrator and access the Kronos portal site you created. 2. Click Web Part Pages. A list of the Kronos sample portal pages appears. 3. Select the sample portal page to customize. If you are currently logged on to the Workforce Central system, data may or may not appear in the Web Parts on the sample page. Whether data appears depends on the Web Part and whether the Workforce Central database contains the type of data that the Web Part calls. If you are not currently logged on to the Workforce Central system: a. Click Enter credentials in any Web Part on the page. The Workforce Central logon screen appears. b. Enter your Workforce Central user name and password. 4. Perform the following tasks, as necessary, to customize the portal page: ­ ­ ­ Use SharePoint to add and remove Kronos Web Parts from the page. Edit configuration settings for Kronos Web Parts. Create custom Web Parts to add to the portal page.

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Using the Kronos Web Part page template to create a portal page

System administrators perform this procedure. You can choose to use the empty Web Part page template that is installed with the Workforce Central Portal. The template allows you to create a Web Part page that does not include the SharePoint menu or brand identity in the header. To access the Kronos Web Part page template: 1. Log on to SharePoint as an administrator and navigate to the New Web Part Page screen. 2. In the URL that appears in the Address box at the top of the screen, change spcf.aspx to kcustspcf.aspx. An example of how the URL should look is: http://<server name>/<location_of_SharePoint_site>/ _layouts/<locale>/kcustspcf.aspx where <locale> indicates the language being used. For example, 1033 represents English; 2058 represents Spanish. The Kronos Portal New Web Part Page screen appears. 3. Enter a name for the page you are creating. The Kronos template is called "Custom Template 4 Description" and is selected, by default. 4. Click Create. The empty Kronos template appears. 5. Begin adding and configuring Web Parts to the page.

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Customizing preconfigured Workforce Central Portal Web Parts

This section contains the following: · · · · "Using SharePoint to change the title and appearance of a Web Part" on page 257 "Changing labels in Kronos Web Parts" on page 260 "Configuring the Productivity Monitor KPIs (retail)" on page 264 "Configuring the Web Part charts for compatibility with Office Web Components" on page 270

Using SharePoint to change the title and appearance of a Web Part

System administrators perform this procedure. 1. Click the down-facing arrow at the top, right-hand corner of the Web Part to change and select Modify Shared Web Part. If you do not see the downfacing arrow in the top, right-hand corner of the Web Part, click Modify Shared Page and select Design this Page; the arrow should appear. After you select Modify Shared Web Part, the dialog box for configuring the Web Part appears at the right of the screen. 2. Click Appearance. 3. Configure the Appearance settings for the Web Part. Give a Title to the Web Part. The Title appears at the top of the Web Part when it appears in the portal. The rest of the Appearance settings are up to you. 4. When you are finished, click OK.

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Using SharePoint to change Kronos-specific settings for Web Parts

System administrators perform this procedure. The following table explains the Kronos Web Parts that have Kronos-specific settings that can be changed using SharePoint:

Configuration settings In Box Menu Text (in the Configuration portion of the Modify Shared Web Part dialog box) Forecast Map Levels (in the Configuration portion of the Modify Shared Web Part dialog box)

Web Part Kronos Process Manager Inbox

Description Text that shows in the menu for the Kronos Process Manager Inbox Web Part.

Kronos Productivity Monitor Navigator

The number of organizational levels in the forecast map for which volume data is summarized and displayed in the retail Web Parts. For example, if the business organizational structure consists of Site and Department levels, but users need to see data summarized at the site level, specify 1 for this setting. To see data summarized by Site and Department, specify 2 for this setting. The greater the number of locations, the greater the load on the application server. The default setting is 4.

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Web Part

Configuration settings

Description The maximum number of locations that are represented by the data that appears in the Workforce Central Portal when a user first logs in. Examples: If the Number of Locations setting is set to 2, and the user has access to three locations, the Web Part shows a summary of data for the first two locations in the drop-down list for that user. · If the Number of Locations setting is set to 3, and the user has access to four locations, the Web Part shows a summary of data for the first three locations in the drop-down list for that user. Set this value to 0 to show a summary of all locations. The greater the number of locations, the greater the load on the application server. Users can customize the locations that are summarized in the portal by selecting multiple locations from the Kronos Schedule Navigator while holding down the CTRL key. The default setting is 3. ·

Kronos Schedule Number of Locations Navigator (in the Configuration portion of the Modify Shared Web Part dialog box)

Span Name Length Limit The maximum number of characters that are allowed in the headings that represent the shift or zone, and in the (in the Miscellaneous Web Part table headings. Kronos Coverage portion of the Modify Shared Web Part dialog · For the Kronos Staffing Requirements Web Part, the Detail box) default setting is 3. Kronos Volume · For the Kronos Coverage Detail Web Part, the default setting is 2. · For the Kronos Volume Web Part, the default setting is 3.

Kronos Staffing Requirements

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To change the Kronos-specific settings for a Web Part: 1. Click the down-facing arrow at the top, right-hand corner of the Web Part to change and select Modify Shared Web Part. If you do not see the downfacing arrow in the top, right-hand corner of the Web Part, click Modify Shared Page and select Design this Page; the arrow should appear. After you select Modify Shared Web Part, the dialog box for configuring the Web Part appears at the right of the screen. 2. Click Configuration or Miscellaneous depending on the Web Part you are modifying. 3. Specify the appropriate setting. 4. When you are finished, click OK.

Changing labels in Kronos Web Parts

System administrators perform this procedure. You can change the labels that identify information in the following Kronos Web Parts: Kronos Hours Summary Kronos Productivity Monitor Table Kronos Open Shifts Kronos Productivity Monitor Chart Kronos Approaching Overtime Kronos XML API XSLT Chart Kronos XML API XSLT Table Each of these Web Parts has a corresponding .xml file that contains the default values for labels. The labels files are located in the following directory: <drive>:\Inetpub\wwwroot\wpresources\ Kronos.WebParts.Library\<locale> where <locale> indicates the language being used. For example, 1033 represents English; 2058 represents Spanish.

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For example, this is the content of the Overtime_Labels.xml file that is used by the Approaching Overtime Web Part: <?xml version="1.0" encoding="utf-8" ?> - <Labels> <Label <Label <Label <Label <Label <Label name="Name" value="Name" /> name="Violation Type" value="Violation Type" /> name="Start Date" value="Start Date" /> name="Worked Hours" value="Worked Hours" /> name="Scheduled Hours" value="Scheduled Hours"/> name="Limit" value="Limit" />

<Label name="Amount Over" value="Amount Over" /> </Labels> To change the labels for a Kronos Web Part: 1. Make a copy of the original label file and give it a new name, in case you need to restore the file. 2. Open the original label file in a text editor. 3. For each label you want to change, edit the text that appears after value = . Do not remove the quotation marks, and do not edit any other text in the file. 4. Save and close the file.

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Additional configuration of health care Web Parts

Most of the health care content in the Workforce Central Portal is related to specific functionality in Workforce Central or to new functionality that is introduced with the portal. Some configuration of this content is possible; in the case of the Kronos Projected Overtime Web Part, configuration is required. This section contains the following topics: · · · "Configuring the Kronos Projected Overtime Web Part" on page 262 "Configure the number of days for the Kronos Schedule Navigator Web Part" on page 263 "Configuring the Kronos Hours Summary Web Part chart" on page 264

Configuring the Kronos Projected Overtime Web Part System administrators perform this procedure. The Kronos Projected Overtime Web Part of the Workforce Central Portal shows the employees at the selected location who are projected to earn overtime during the specified time period. Projected overtime is determined by adding worked hours and scheduled hours and comparing the total hours to the limits that are specified in the Employee Rule Set. To enable this functionality, make the following modifications to the Scheduler Setup: 1. In Workforce Central Setup, access Schedule Rule Sets. 2. Access Employee Rule Sets and edit them so that the Severity setting for the following Hours parameters is set to "Warning": ­ ­ Max Hours per week that the employee can be scheduled Max hours per biweekly period that the employee can be scheduled

3. Ensure that the limit value for each of the preceding rules represents the corresponding threshold for overtime qualification.

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4. Ensure that the appropriate Employee Rule Sets are assigned to the appropriate people. For more information about editing Employee Rule Sets, refer to the Workforce Central online Help. Configure the number of days for the Kronos Schedule Navigator Web Part System administrators perform this procedure. Use the Kronos Schedule Navigator Web Part of the Workforce Central Portal to specify the time period and health care location parameters for the data that appears in the health care Web Parts. By default, the Kronos Schedule Navigator Web Part retrieves three days of data beginning with the first day of the specified time period. To change the number of days worth of data retrieved by the Kronos Schedule Navigator Web Part: 1. Open the web.config file in the Inetpub\wwwroot directory. 2. Locate the following entry in the <AppSettings> tag: <add key="Kronos.Dashboard.NumberofDays" value="3"/> 3. Change the value attribute to the number of days' worth of data that you want the Kronos Schedule Navigator to retrieve each time you click Apply.

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Configuring the Kronos Hours Summary Web Part chart System administrators perform this procedure. The Kronos Hours Summary Web Part chart requires the following configuration setting:

Configuration Setting XSL transform file Definition An XSL file that transforms the XML data returned by Workforce Central into viewable output (in this case, chart format).

Configuring the Productivity Monitor KPIs (retail)

System administrators perform these procedures. The Productivity Monitor Table Web Part of the Workforce Central Portal displays Key Performance Indicators (KPIs). It requires the following configuration setting:

Configuration Setting XSL transform file Definition An XSL file that transforms the returned XML data into viewable output (in this case, in KPI format).

You can edit the formulas and threshold boundaries for the KPIs. You can also add a KPI to the Web Part, by defining a custom formula that uses one or more of the variables that are defined in the KPITable.xsl file. This file is located in the following directory: <drive letter>:\Inetpub\wwwroot\wpresources\ Kronos.WebParts.Library The following section contains instructions to configure the KPIs by editing the KPITable.xsl file.

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Changing the threshold boundaries for a KPI In the KPITable.xsl file, the threshold boundaries for a KPI are defined under the <!-- KPI Formulas and Variables and Thresholds--> comment line, just after the formula for the KPI. <xsl:variable name="actualToForecastSalesGreenIfAbove">105 </xsl:variable> <xsl:variable name="actualToForecastSalesRedIfBelow">100 </xsl:variable> The value that is produced by a KPI formula can be: · · · Between the two boundaries Greater than the "...IfAbove" boundary Lower than the "...IfBelow" boundary

To change the threshold boundaries, edit the boundary values. When the outcome is between these boundary values, the indicator icon in the output is yellow. When the outcome is above or below the boundary values, the indicator icon is green or red, depending on how you configure the KPI output. Changing the icons that indicate KPI status 1. In the KPITable.xsl file, find where the output HTML <table> is defined. 2. Find the row within this table where the KPI whose icons you want to edit are defined. The row will reference the label of the KPI. 3. Find the <td> cell that contains the XML that applies the icon to this KPI. The table cell will look something like this: <td> <xsl:choose> <xsl:when test="$newKpiVariable > $newKpiNameGreenIfAbove"> <img src="/wpresources/greenlight.gif" alt="Green"/>

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</xsl:when> <xsl:when test="$newKpiVariable < $newKpiNameRedIfBelow"> <img src="/wpresources/redlight.gif" alt="Red"/> </td> </tr> 4. Edit the src attribute for the <img> tags to match the path to the image you want to use. Changing the formula that determines a KPI Find the <!-- KPI Formulas and Variables and Thresholds--> comment line. The formula for each KPI is defined under this heading. The name of the KPI is included in a comment line before the formula. If you change the label for a KPI, it is good practice to change the name in the comment line to match the new label. <!-- Actual to Forecast Sales --> <xsl:variable name="actualToForecastSales" select="100 * ($actualSales div $forecastSales)"/> Notice that the KPI is defined as a variable: actualToForecastSales. The formula for the KPI is defined as the value for the "select" attribute. This formula refers to variables that are defined in the first part of the KPITable.xsl file (actualSales and forecastSales). Each piece of data that is returned by the default XML response file is stored as a variable within the XSL file, under the <!-- Variables used in KPI formulas--> comment line. You can add variables, as necessary, within the context of the new formula. To change the math in the formula, use the XSL conventions for arithmetic operations. Refer to www.w3schools.com.

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Adding a custom KPI 1. To define the formula for calculating the KPI: a. In the KPITable.xsl file, copy an existing formula, including the label for the formula, and paste it at the end of the section labeled <!-KPI Formulas and Variables and Thresholds--> (just before the HTML <table> tag). For example: <!-- Actual to Forecast Sales --> <xsl:variable name="actualToForecastSales" select="100 *($actualSales div $forecastSales)"/> b. Change the name in the comment line and the "name" attribute in the <xsl:variable> tag to reflect the name of the KPI you want to create. <!--NEW KPI NAME--> <xsl:variable name="newKpiVariable" select= "100 * ($actualSales div $forecastSales)"/> c. Edit the "select" attribute in the <xsl:variable> tag to use the formula for the new KPI. Each piece of data that is returned by the default XML response file is stored as a variable within the XSL file, under the <!-- Variables used in KPI formulas--> comment line. You can add variables, as necessary, within the context of the new formula. To change the math involved in the formula, use the XSL conventions for arithmetic operations. Refer to www.w3schools.com. The following example shows new variables in a new formula: <!-- NEW KPI NAME--> <xsl:variable name="newKpiName" select= "$actualHours - $scheduledHours"/>

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2. Create a set of threshold boundaries for the new KPI. a. Copy an existing set of boundaries and paste it beneath the line of text that contains the formula that you just defined. b. Change the name attributes in the <xsl:variable> tag to reflect the name of the new KPI, and edit the threshold values to reflect the boundaries for the new KPI. <xsl:variable name="newKpiNameGreenIfAbove"> nnn </xsl:variable> where nnn is a numeric value that represents a percentage. <xsl:variable name="newKpiNameRedIfBelow"> nnn </xsl:variable> where nnn is a numeric value that represents a percentage. 3. Add a new row to the output table and include the new KPI. a. In the KPITable.xsl file, find where the HTML <table> is defined. b. Add a new row to the HTML table by copying all the text in a <tr> element, including the opening <tr> and closing </tr> tags for that row, and pasting it on the line after the last </tr> tag, before the closing </table> tag. c. Edit the contents of that row to include a label for the new KPI: <tr> <td>New KPI Name</td> Include a reference to the variable that stores the new KPI: <td> <xsl:value-of select="formatnumber($newKpiVariable, '#.0')"/> </td> Include the threshold boundaries for the new KPI: <td> <xsl:choose> <xsl:when test="$newKpiVariable >

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$newKpiNameGreenIfAbove"> <img src="/wpresources/greenlight.gif" alt="Green"/> </xsl:when> <xsl:when test="$newKpiVariable < $newKpiNameRedIfBelow"> <img src="/wpresources/redlight.gif" alt="Red"/> </td> </tr> Removing a KPI In the HTML Table element of the KPITable.xsl file, delete all the text in the <tr> element for the KPI that you want to remove, including the opening <tr> and closing </tr> tags for that row.

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Configuring the Web Part charts for compatibility with Office Web Components

System administrators perform this procedure. Charts in the SharePoint portal are built by Microsoft's Office Web Components (OWC) software. Therefore, the XSLT configuration files must match the format that the OWC expects. The XSL transform files transform the XML data that is returned by Workforce Central into viewable output (in this case, chart format). Note the following information about Kronos Web Part charts: · Two default XSL transform files are used for Productivity Monitor charts: one for each chart in the retail portal sample page. One uses SalesChart.xsl and the other uses LaborChart.xsl. Two default XSL transform files are used for health care charts: one for each chart in the health care portal sample page. One uses HoursSummaryBarChart.xsl and the other uses HoursSummaryPieChart.xsl.

·

To create an OWC-compatible XSL file, Kronos recommends that you start with a chart template in Microsoft FrontPage. Follow these steps to customize a chart using this method. 1. Create a chart template in Microsoft FrontPage, using the Microsoft Chart Wizard. a. Open a new HTML web page. b. In Microsoft FrontPage, choose Insert > Web Component. c. In the Insert Web Component dialog box, select Spreadsheets and charts as the component type and choose Office Chart as the control. Click Finish. d. In the Commands and Options dialog box, indicate that the chart data will come from Data typed in to a data sheet.

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e. In the Data Sheet tab, set up the headings for the chart that you want to add. Include temporary placeholder data for now. For example:

f.

Once you have set up the chart, it appears on the screen. Right-click on the chart and click Toolbar to show the Chart Toolbar.

g. From the Chart Toolbar, you can select options to add a legend to the chart and to further customize the Commands and Options for the chart (for example, to define borders, colors, and fills). 2. Copy the markup of the FrontPage chart template into the appropriate file: SalesChart.xsl or LaborChart.xsl. a. While the chart is on the screen in Microsoft FrontPage, click the Code button in the bottom left-hand corner of the screen to show the code view of the chart. b. Locate the following line in the code view: <x:ChartSpace> Copy from the beginning of this line down to and including the line: </x:ChartSpace> c. Paste the copied text into the SalesChart.xsl or LaborChart.xsl file, replacing the existing text between the <xml> tags in that file. d. In the XSL file, use Find and Replace to replace all occurrences of < with a less than symbol (<). e. In the XSL file, use Find and Replace to replace all occurrences of > with a greater than symbol (>).

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3. Link the XSL file to data in the XML response file returned by Workforce Central. a. In the SalesChart.xsl or LaborChart.xsl file, look for the first list of placeholder values that you added to the chart wizard. b. Replace the list of placeholder values with XSL code that extracts the appropriate data from the XML response file. For example, if you want the first set of data in the chart to represent the Actual Labor Volume for each day of the week, enter the following XSL code to extract the data from the XML response file: { <xsl:for-each select="//LaborData[@Date]"> <xsl:value-of select="./@Actual" /> , </xsl:for-each>} This says that for each <LaborData> element in the XML response file that has a "Date" attribute, return the value of the "Actual" attribute, followed by a comma. The result is a list that looks like this: {242.5, 194.25, 178.75, 175.5, 189.25, 220}. Note: You must understand the structure of the XML response file in order to write XSL to extract data from it. This example assumes that you are using the standard Kronos Productivity Monitor Web Parts and the XML request file that is built into the product. If you have customized your XML request file for use with the Kronos XML API XSLT Chart Web Part, your XSL may be different. For more information about the relationship between Workforce Central XML API requests and responses, refer to the Workforce Central Developers Toolkit Programmer's Guide. c. Save the XSL file and make sure that the chart Web Part refers to the appropriate configuration file. The next time you view the portal, the chart that you customized will show the new data, as interpreted by the OWC software.

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Advanced configuration of Kronos Web Parts

System administrators perform advanced configuration procedures. Advanced configuration of Kronos Web Parts requires knowledge about API request files and XSL transform files. To make anything other than minor changes to the default files, or to use your own configuration files, you need a working knowledge of: · · · Workforce Central XML APIs XML XSL

Note: Creating and advanced editing of these files is beyond the scope of this guide.

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Creating custom Workforce Central Web Parts

System administrators perform these procedures. This section provides: · · · · · · Instructions for creating custom Web Parts using the default configuration files supplied with the pre-configured Kronos Web Parts Information about how the Web Parts work Basic strategy for creating new Web Parts. Workforce Central XML APIs XML XSL

Advanced editing of configuration files requires a working knowledge of:

How Web Parts work

A Web Part is associated with two file types: · API request file (.xml file) -- Requests information from the Workforce Central database. For example, a request file can request data from a specified Genie, based on a specific HyperFind query and a reporting time period. API request files can make use of any exposed Workforce Central API. XSL transform file (.xslt file) -- Extracts the data from the associated API request file and formats the data for viewing.

·

Note: The Kronos XML API XSLT Chart and Kronos XML API XSLT Table Web Parts are the only Kronos Web Parts that have XSLT files you can use as a starting point to create an XSLT file for custom Web Parts. All of the other Kronos Web Parts consist of a .dwp file which contains the code that creates the Web Part. The .dwp files cannot be edited. Any changes that you make to an XML API request file must be reflected in the XSL transform file, which extracts data from the XML response and formats it for viewing. You can request data from any part of the Workforce Central suite, as

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long as that data is supported by a Workforce Central API. For a complete list of Workforce Central APIs and information about the relationship between Workforce Central XML API requests and responses, refer to the Workforce Central Developers Toolkit Programmer's Guide. Note: The WFCGenie API allows you to retrieve data from Workforce Timekeeper Detail and Rollup Genie types only.

Examples of Web Parts to create

The following are examples of Web Parts that system administrators can create to retrieve information from the Workforce Central database: Exceptions -- Show whether employees at a business location have the following exceptions during a specified time period. This information needs to be presented in table format. · · · Unexcused absences Missed punches Unscheduled time worked

Non-productive Time -- Show non-productive time that was taken by employees at a business location and during a specified time period. This information will be presented in pie chart format. Reg and OT Hours Summary -- Show pay code hours or currency totals for home employees at a specific location, during the current pay period.

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Basic strategy for creating a Web Part

System administrators perform these tasks. The high-level strategy for creating a Web Part includes the following tasks: 1. If the Web Part needs to extract data from a Genie, find or create a Genie that includes the information you need. 2. Find or create a HyperFind query that finds employees who meet the criteria required for the Web Part. 3. Through function access profiles, grant the appropriate employees access to view and use the Genie and HyperFind query. 4. Create an API request file that references the Genie and HyperFind query. 5. Create an XSL transform file to format the data. 6. Use SharePoint to drag one of the following Kronos Web Parts onto the portal page: ­ ­ Kronos XML API XSLT Chart -- Use this to display the custom Web Part in chart format. Kronos XML API XSLT Table -- Use this to display the custom Web Part in table format.

7. Use SharePoint to configure the Web Part to reference the XML request and the XSL transform files that you created for it.

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Procedures for creating a Web Part based on a Genie

System administrators perform these procedures. The following instructions are based on creating this Web Part: Reg and OT Hours Summary -- Show pay code hours totals for regular and overtime hours for home employees at a business location, during the current pay period. This information needs to be presented in table format. The table will have a title, three columns (Name, Regular, Overtime), and rows for each employee returned by the HyperFind query. The Regular and Overtime columns will hold hours totals for each employee, for the current pay period. To create this Web Part, perform the following procedures. Creating the required Genie, HyperFind query, and profiles Use Workforce Central Setup to perform this procedure: 1. Create a Genie called "Reg and OT Hours Summary" whose column set includes: ­ ­ Person Name A column for each of the following pay codes: Regular, Overtime

Note: The pay code names are for example purposes. The pay codes can have different names. 2. Create or edit a Genie profile to include the new Genie. 3. Link the Genie profile to the display profiles assigned to users who need to view the information in the Web Part. Because this example requires managers to be able to see all home employees, the predefined "All Home" HyperFind query can be used. By default, all managers can use the "All Home" query. If managers needed to view employees based on more specific criteria, you would create the appropriate query and ensure that each manager's assigned access profile allowed access to the query.

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Creating a request file for the Reg and OT Hours Summary example Create an API request file that loads the Genie and HyperFind query, and specifies a time period for which to view information. You can base the API request file on an existing request file. The API request files are located in the following directory: <drive letter>:\Inetpub\wwwroot\wpresources\ Kronos.WebParts.Library Important: Before you edit a configuration file, make a copy of the original file and give it a new name in case you need to restore the file. For example, the following illustration shows the default content of the Genie.xml file that is delivered with the Workforce Central Portal:

<Request action="LOAD"> <WFCGenie GenieName="Pay Period Close" HyperFindQueryName="All Home"> <Period> <TimeFramePeriod TimeFrameName="1"> </Period> </WFCGenie> </Request>

The values of GenieName and HyperFindQueryName attributes specify which Genie and HyperFind query is used to retrieve data. To create an API XML request file for the Pay Code Summary example: 1. Save a copy of Genie.xml to another directory, or save a copy of the file with a new names. Doing this ensures that you can restore the original file, if necessary. 2. Open Genie.xml in any text editor. 3. In the file, replace the default Genie and HyperFind query names with Reg and OT Hours Summary and All Home, respectively. The value of the TimeFrameName attribute in the TimeFramePeriod tag determines the type of the time period. For example, the value 1 specifies the current pay period. Refer to the Workforce Central Developers Toolkit

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Reference Guide--Timekeeping for information on using the TimeFramePeriod tag to specify a time period, specific day, or range of days. Note: The Web Parts that you create cannot be connected to the Kronos Schedule Navigator or Kronos Productivity Monitor Navigator Web Parts that are supplied by Kronos. Therefore, the information in the new Web Part does not correspond with the time period in the navigator Web Parts. The time period is the attribute you specify for TimeFrameName in the XML request file for the Web Part you create. 4. Save and close the request file with an appropriate, descriptive name. For our example, you could name the file RegAndOTHoursSummary.xml.

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Reading the XML response file for the Reg and OT Hours Summary Web Part example The following illustration shows an excerpt of example data returned by the RegAndOTHoursSummary.xml request file.

<Response Status="Success" ACTION="Load"> <Genie GenieName="Pay Code Summary" GenieType="Detail" HyperFindQueryName="My 1 Employees"> <GenieColumns> <GenieColumn ColumnNumber="1" Label="RowKey" Product="N/A" ExtNum="-1" Width="100"/> <GenieColumn ColumnNumber="2" Label="Name" Product="WTK" ExtNum="1" Width="100"/> <GenieColumn ColumnNumber="3" Label="Regular" Product="WTK" ExtNum="14" Width="80"/> <GenieColumn ColumnNumber="4" Label="Overtime" Product="WTK" ExtNum="14" Width="80"/> </GenieColumns> <GenieRows> <GenieRow Column1="2" Column2="Richie, Betty" Column3="null" Column4="null"/> <GenieRow Column1="3" Column2="Fryman, Christy" Column3="null" Column4="null"/> <GenieRow Column1="4" Column2="Diaz, Mercedes" Column3="40:00" Column4="1:00"/> </GenieRows> <Period> 2 <TimeFramePeriod TimeFrameName="1"/> </Period> 3 </Genie> </Response> Number Description 1 2 Information about the columns included in the Reg and OT Hours Summary Genie for this example. The information includes the labels specified for each column. Names and totals data for the pay codes included in the Genie. The HyperFind query specified in the request file determines which employees are included in the response file. Timeframe specified in the request file. In this example, the timeframe is "1," which represents the current pay period.

3

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Considerations when creating a transform file for Genie-based Web Parts This section presents ideas to consider when you create XSL transform files for Genie-based Web Parts, to make the transform files as efficient and reusable as possible. Note: Detailed instructions for creating and editing XSL transform files is beyond the scope of this guide. Creating and editing XSL transform files requires a working knowledge of Workforce Central XML APIs, XML, and XSL. When you create an XSL transform file, consider the following basic guidelines: · You can use an XSL transform file that is delivered with the Workforce Central Portal as a starting point, or create a new file. Which method you use depends on the nature of the Web Part you are creating and how proficient you are with XSL. For example, if you are creating a Genie-based Web Part in table format, you can use Genie.xsl as a starting point for your XSL file. Genie.xsl shows and formats the maximum number of columns that can be included in a Genie. · If you will create multiple Web Parts that contain varying numbers of columns or types of data, but use the same basic format (table or chart), include logic in the transform file so that it can be used to format response files for all similar Web Parts. For example, the Reg and OT Hours Summary Web Part example is a Geniebased table that contains four columns of hours totals data. You want to create another Genie-based Web Part that shows employee exceptions (for example, missed punches and unexcused absences). Although these Web Parts have a different number of columns and the response file returns "true" or "false" values for exceptions, instead of hours totals, the same transform file can be used for both Web Parts. The example XSL transform file in this section demonstrates this capability.

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Creating an XSL transform file for a custom Web Part Kronos provides three default XSL files that you can use as templates to format the Genie data. You can either make a copy of the XSL file that best serves as a starting point for the custom Web Part, or create a new XSL file. The three default XSL files that Kronos provides are: · · · Genie.xsl -- Shows all the columns from the specified Genie PayPeriodCloseTable.xsl -- Shows a select number of columns from the Pay Period Close Genie PayPeriodCloseChart.xsl -- Shows a chart that contains the percentage of excused and unexcused absences from the Pay Period Close Genie.

To create an XSL file for the Reg and OT Hours Summary example, perform the following steps: 1. Make a copy of the Genie.xsl file and save it with an appropriate descriptive name. For example: ­ If you are going to create an XSL file that can be used only for the Reg and OT Hours Summary Web Part, you could name the XSL file RegAndOTHoursSummary.xsl. If you are going to create an XSL file that can be used to format a variety of Genie-based table Web Parts, you could name the file GenieTableWebParts.xsl.

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2. Edit the content of the file to format the content of the Web Part. For general guidance, refer to "Considerations when creating a transform file for Geniebased Web Parts" on page 281 Important: Remember that the XSL file must include logic to handle all data that appears in the corresponding XML response file. If you make changes to the XML request file that changes the data returned in the corresponding response file, you must update the XSL file to handle the changes.

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3. Log on to the SharePoint site as an administrator and perform the following procedure: a. Add the Kronos XML API XSLT Table Web Part that comes with the Workforce Central Portal, to the appropriate portal page. This Web Part is the initial template for the Web Part. b. Click the down-facing arrow at the top, right-hand corner of the Web Part to change and select Modify Shared Web Part. If you do not see the down-facing arrow in the top, right-hand corner of the Web Part, click Modify Shared Page and select Design this Page; the arrow should appear. After you select Modify Shared Web Part, the dialog box for configuring the Web Part appears at the right of the screen. c. Click Configuration and enter the names of the XML request file and XSL transform files in the appropriate text boxes. For our example, the names of the files are RegAndOTHoursSummary.xml and GenieTableWebParts.xsl, respectively. After you finish the configuration, if data does not show in the Web Part, ensure that the Workforce Central system is running and that you are logged on. When you are logged on, the new Web Part displays the data for the employees who were retrieved by the HyperFind query, and for the time frame. The HyperFind query and time frame are specified in the request file.

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Creating a Web Part for non-Genie data System administrators perform these actions. Creating a Web Part that displays non-Genie data is similar to creating a Web Part that displays Genie data. However, the API request file references a different API. By default, the WfsoXmlApiRequest.xml file requests data from the ProductivityMonitor API. You can modify the Date and CategoryPath attributes of the <ProductivityMonitor> tag to filter the data that is returned from the Productivity Monitor. To return data for a single day, use the "LoadDrillDown" action instead of the default action, "Load." You can modify the WfsoXmlApiRequest.xml file or provide your own XML API request file to retrieve data from Workforce Central. The XmlApiXsltTable.xsl file works in conjunction with the default XML request file to transform the returned XML data into table format. The KPITable.xsl file works in conjunction with the default XML request file to transform the returned data into KPIs with threshold indicators. Refer to "Configuring the Productivity Monitor KPIs (retail)" on page 264 for information about configuring this file.

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Creating a Web Part using the Kronos XML API XSLT Chart System administrators perform this procedure. Use the Kronos XML API XSLT Chart Web Part to add a Kronos Web Part that displays data in chart format. You can request data from any part of the Workforce Central suite, as long as that data is supported by a Workforce Central API. You choose the data to retrieve, the time period for which to retrieve the data, and the employees or business locations for which to retrieve the data. For a complete list of Workforce Central APIs and how to use them, refer to the appropriate Developer's Toolkit Reference Guide. The Kronos XML API XSLT Chart Web Part requires the following configuration settings:

Configuration Setting XML API request file XSL transform file Definition An XML file that requests data from the Workforce Central database. An XSL file that transforms the XML data returned by Workforce Central into viewable output (in this case, in chart format).

The default XML API request file is WfsoXmlApiRequest.xml. You can modify this file or provide your own XML API request file to retrieve data from Workforce Central. By default, the WfsoXmlApiRequest.xml file requests data from the ProductivityMonitor API. You can modify the Date and CategoryPath attributes of the <ProductivityMonitor> tag in order to filter the data that is returned from the Productivity Monitor. To return data for a single day, use the "LoadDrillDown" action instead of the default action, "Load." The XmlApiXsltChart.xsl file works in conjunction with the default XML request file to transform the returned XML data into chart format. For instructions on how to set up an XSL transform file for a chart and to design a chart, refer to "Configuring the Web Part charts for compatibility with Office Web Components" on page 270.

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Note: All changes that you make to the XML request file must be reflected in the XSL transform file. Refer to the Workforce Central Developers Toolkit Programmer's Guide for more information.

Including logic to perform calculations in a Web Part You can include logic in an XSL transform file to perform mathematical calculations. Examples include: · · Converting an hours total value that uses hours:minutes format to a decimal value. For example, changing 5:30 to 5.5 hours. Performing mathematical calculations using two or more values that are returned by the XML request file. For example, multiplying a wage rate by the number of hours worked.

The following illustration is an excerpt from an XSL transform file for Web Part that lists employees, their vacation balances, and vacation pay liability. The XSL contains logic that converts hours totals in hours:minutes format to decimal format and multiplies a pay code balance by the employee's wage rate. In the example, column 6 is the column in the Genie that holds vacation hours totals for employees, and column 7 holds the wage rates for employees.

<xsl:otherwise> $<xsl:value-of select="translate(format-number(@Column7 * format-number(concat(substringbefore(@Column6,':'),'.',substring-after(substring-after(@Column6,':') div 60,'.')),'######.##'),'###,###.00'),'NaN','0.00')"/> </xsl:otherwise>

The calculation includes dividing the minutes portion of each hours total by 60 to convert minutes to decimal format. Then, the converted hours total is multiplied by the employee's wage rate.

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Visual theme for the Workforce Central Portal and Kronos Web Parts

Visual theme for the Workforce Central Portal and Kronos Web Parts

The Workforce Central system allows system administrators to create a custom visual theme by changing nearly 150 visual properties, including colors, fonts, logos, and graphics. The properties are stored in a style sheet that is used by all Workforce Central products that are installed with a Workforce Central application server instance. Notes: · The Workforce Central Portal uses a default Kronos visual theme. If you change the visual theme of the Workforce Central system, you can apply that theme to the Kronos portal page that you create using the Workforce Central Portal. If you add Kronos Web Parts to an existing corporate portal: ­ The content of the Kronos Web Parts reflects the Workforce Central visual theme. The visual theme is the default theme for the Workforce Central Portal, or the Workforce Central visual theme (if you have applied it to the Workforce Central Portal page). Other elements of the Web Parts, such as the title and the border, inherit the corporate visual theme.

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Customizing and creating Web Part Help topics

System administrators perform this procedure. Each Workforce Central Portal Web Part includes a context-sensitive Help topic that a user can view by clicking Help on the drop-down menu for the Web Part. You can customize the information in Web Part Help topics, and create Help topics for Web Parts you create.

Customizing Kronos Web Part Help topics

You can customize a Kronos Web Part that is delivered with the Workforce

Central Portal. You can also customize the content of the Web Part's Help topic to describe the information in the new display. Help topics for Kronos Web Parts are HTML files. For example, suppose you changed the Forecast Map Levels configuration setting for the Kronos Productivity Monitor Navigator Web Part. Now, you want to update the related Help topic to indicate the number of organizational levels for which volume data is summarized and displayed in the retail Web Parts. To customize a Web Part Help topic: 1. Navigate to the following directory: drive_letter:\Inetpub\wwwroot\wpresources\ Kronos.WebParts.Library\help\locale where locale is a directory with a numeric name that indicates the language version of the Workforce Central Portal that is installed. For example, 1033 is English and 2058 represents Spanish. 2. Locate the Help topic to edit. For example, the Help topic file for the Kronos Productivity Monitor Navigator is called Productivity_Navigator.html. 3. Make a backup copy of the file and save it with a new name. For example, ORIGINAL_Productivity_Navigator.html. 4. Open the original Help topic in a text editor.

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5. Locate the text in the Help file. The text is located near the end of the file and is enclosed by <span> tags. In the following example, the bold text is the text that you can change: <a name="wp585913"> </a><span class="pPopupAppend">This Web Part enables you to specify a date and store location for which the Productivity Monitor Table and Productivity Monitor Chart Web Parts provide forecasted, scheduled, and actual sales and labor information.</span> Important: Do not alter any other text in the HTML file. 6. Save the file in the original directory. When you display the Help file for the Web Part on portal page, you will see the changes.

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Creating and linking a Help topic to a custom Web Part

If you create a custom Web Part, you can create a Help topic for the Web Part and link the topic to the Web Part. Creating a Help topic 1. Navigate to the following directory: <drive letter>:\Inetpub\wwwroot\wpresources\ Kronos.WebParts.Library\help\<locale> where <locale> is a directory with a numeric name that indicates the language version of the Workforce Central Portal that is installed. For example, 1033 is English and 2058 represents Spanish. 2. Open one of the HTML files in a text editor. 3. Use Save As to save the file into the same directory, and with a name that reflects the content of the custom Web Part. 4. Locate the text in the Help file. The text is located near the end of the file and is enclosed by <span> tags. In the following example (Productivity_Navigator.html), the text that you can change is bold to clarify what you can change in the file: <a name="wp585913"> </a><span class="pPopupAppend">This Web Part enables you to specify a date and store location for which the Productivity Monitor Table and Productivity Monitor Chart Web Parts provide forecasted, scheduled, and actual sales and labor information.</span> Important: Do not any other text in the HTML file. 5. After you have edited the text, save the file.

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Linking a Help topic to a custom Web Part After you have created the Help topic for the custom Web Part, you must link it to the Web Part. 1. Add the custom Web Part to the portal page. 2. In the drop-down menu for the Web Part, select Modify Shared Web Part. 3. In the Advanced portion of the dialog box, scroll to the Help Link text box. 4. Enter the path and name of the custom HTML Help topic you created. 5. Close the dialog box. When you select Help from the drop-down menu for the Web Part, the custom Help topic you created appears.

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Troubleshooting

In general, Workforce Central Portal users can access the same information using the portal as they can when they use the full Workforce Central application. Refer to the table below when the availability of data or the appearance and functionality of the portal does not match your expectations:

General

Issue The following error message appears: "XML API Error: The user is not authorized to use the XML service." The following error message appears: "XML API Error: The reference to entity ... must end with the ' delimiter." The following error message appears: "XML API Error: The value for the property is not valid - Name: VolumeDriver, Value: some_value." Description/Solution The user is not authorized to access the Workforce Central XML APIs. Make sure that the API > XML access control point is set to "Allowed" within the user's Function Access Profile. The user has attempted to log in using a user name or password that contains special characters (for example, &, %, #, or @). Ask a Workforce Central system administrator to change the user name or password, or both. The user does not have access to the data requested in the API, or the value could not be found­for example, the requested volume driver doesn't exist. Make sure that the user's Function Access Profile allows access to the Workforce Manager > Scheduling > Forecasting access control point. Make sure that the requested volume driver exists in the Workforce Central database. The following error message appears: "XML API Error: This user is not authorized to perform the action or it is not a valid action name within the bean - Bean: ProductivityMonitor, Action: Load." The user is not authorized to access the data requested by the API. Make sure that the user's Function Access Profile allows access to the Workforce Manager > Scheduling > Forecasting access control point.

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Troubleshooting

Issue The following error appears after a user attempts to log in: "An incorrect user name or password was entered. Please try again." The following error appears during navigation from the portal to the Workforce Central application server: "You do not have permission to access the requested resource."

Description/Solution The user entered incorrect values or is not authorized to use the APIs. Make sure that the user's Function Access Profile allows access to the Workforce Central XML APIs. The name of the link has changed in Workforce Central since the link or tab was configured, or the user does not have permission to access the component in Workforce Central. Compare the value of the MenuText attribute in the Web Part's configuration file with the text of the same link in the Workforce Central navigation menu. These values must be the same. Make sure that the user's access profile allows access to the selected Workforce Central component.

A prompt for a user name and The Web browser's security setting is not allowing the request. password appears when the user clicks on a tab. Add the Workforce Central application server URL to the list of sites in the local intranet zone: In the Internet Explorer window, select Tools > Internet Options. In the Security tab, click Sites. If necessary, click the Advanced button and then enter the Workforce Central application server URL (for example, http:// application_server_name) and click Add. Blank or unexpected columns appear in a Web Part that contains Genie data. A Genie column number has changed since the Web Part's XSL transform file was configured. This results from a change to the Genie column set in Workforce Central Setup. Modify the XSL transform file to reflect the new Genie column set.

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Issue The following error message appears: "XML API Error: The value assigned to the property could not be found - Name: GenieName, Value: some_value." The user cannot delete an existing Web Part page. The user cannot edit any Web Parts on an existing Web Part page.

Description/Solution The name of the Genie has changed since the Web Part's XSL transform file was configured. This results from a change to the Genie name in Workforce Central Setup. Modify the XSL transform file to reflect the new Genie name. When Workforce Central Portal is accessed using certain versions of Internet Explorer installed on a Windows 2003 Server, security issues can occur. Some versions of Internet Explorer are for use only on server operating systems, and therefore are configured differently from browsers on desktop operating systems. Kronos recommends viewing the Workforce Central Portal from a web browser that is installed on a desktop operating system.

The count of notifications in the Kronos Process Manager Inbox Web Part is different from the count in the Workforce Central Inbox.

The count in the Kronos Process Manager Inbox Web Part represents all tasks associated with the user. By default, the Workforce Central Inbox in the full application shows only Active tasks from the last 30 days. You can modify the number of days included in the count by editing the following property: wba.wf.tasklist.defaulttaskdays

The following error appears in If you are upgrading to Workforce Central version 5.2 the Workforce Central Portal and Workforce Central Portal version 5.2, and you have components: customized any XML calls to the Genie API, you must change the name of the API in the XML request files "Cannot create the object from Genie to WFCGenie. Genie."

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SharePoint

Issue Attempting to navigate to the Workforce Central Portal site URL causes an application error that references the web.config file. Description/Solution The XML syntax in the web.config file is invalid. Make sure that all the tags in the file are balanced with opening and closing tags, and that each tag is nested properly.

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Appendix A

Predefined Data

Kronos provides predefined data to simplify the task of configuring your system. These values help you to configure your system quickly. You can modify some predefined data, such as the default logon profile. You cannot modify other predefined data, such as labor levels. See the Workforce Central Setup online Help for information about working with the predefined data. This appendix describes the following predefined data: · · · · · "Workforce Genies" on page 298 "HyperFind query" on page 301 "Workforce Genie profile" on page 302 "People" on page 303 "Logon profiles" on page 304

Appendix A

Predefined Data

Workforce Genies

To access Workforce Genies: 1. In the Setup workspace, select Display Preferences > Workforce Genies. This opens the list of Genies on your system. Note: The Genies that appear in the list depends on the Workforce Central suite add-on products installed at your site. For example, if Workforce Activities is not installed, the Activity Genies do not appear; if Workforce Attendance is not installs, Attendance Genies do not appear, and so on 2. Click one of the following Workforce Genies. A <name> Genie window opens and lists the predefined entries.

Workforce Genie Accrual Detail Detail Predefined Entry Accrual Reporting Period Activity Employee Detail Activity Employee Status Activity Event Details Attendance Genie Biometric Status Current Event Details IS Summary Orphaned Event Details Pay Period Close Reconcile Timecard Shift Close Shift Start Schedule Group Detail Roll-up Schedule Group Roll-up QuickFind Schedule Editor Schedule Group Assignment Activity Event Rollup Schedule Group Roll-up QuickFind Schedule Editor

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Workforce Genies

Workforce Genie Schedule Assistant Schedule Planner Leave Case Detail

Predefined Entry Schedule Assistant Schedule Planner Leave Cases Leave Hours

3. To access one of the following predefined Genies, click the name on the list page. You can edit predefined Genies, which are described in the following table.

Predefined Values IS Summary Values Set for This Genie · · · · · · · · · · · · · · · · · · Default HyperFind Query is All Home. Default Time Period is Current Pay Period. Column Set is IS Summary. Default HyperFind Query is All Home. Default Time Period is Previous Pay Period. Column Set is Pay Period Close. Default HyperFind Query is All Home. Default Time Period is Yesterday. Column Set is Reconcile Timecard. Default HyperFind Query is All Home. Default Time Period is Today. Column Set is Shift Close. Default HyperFind Query is All Home. Default Time Period is Today. Column Set is Shift Start. Default HyperFind Query is All Home. No Default Time Period is selected. Column Set is Schedule Group Detail. Default HyperFind Query is All Home. Default Time Period is Current Schedule Period. Column Set is Schedule Group Roll-up. Default Time Period is Week to Date. Column Set is Quickfind.

Pay Period Close

Reconcile Timecard

Shift Close

Shift Start

Schedule Group Assignment

Schedule Group Roll-up · · · Quickfind · ·

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Predefined Data

Predefined Values Schedule Editor

Values Set for This Genie · · · · · · · · · · · · · · · · · · · · Default HyperFind Query is All Home. Default Time Period is Current Schedule Period. Default Column Set is Schedule Editor. Default Interval is Daily Intervals. Default HyperFind Query is <None>. Criteria Set is Eval Rule Set Group Default. Column Set is Schedule Assistant. Default HyperFind Query is All Home. Default Time Period is Current Schedule Period. Default Main tab is Employee. Column Set is Scheduler Planner. Default Schedule Assistant tab is Schedule Assistant. Schedule Assistant is Schedule Assistant. Default Interval is Daily Intervals. Default HyperFind Query is All Home. Default Time Period is Current Pay Period. Column Set is Leave Cases. Default HyperFind Query is All Home. Default Time Period is Current Pay Period. Default Column Set is Leave Hours.

Schedule Assistant

Schedule Planner

Leave Cases

Leave Hours

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HyperFind query

HyperFind query

To access the HyperFind query, select Setup > Common Setup > HyperFind Queries on the navigation bar. The HyperFind Queries window opens and displays a list of predefined HyperFind Queries, described in the following table.

Predefined Values All Home Definition This HyperFind query defaults to include a manager's employee group and/or Organizational group.

All Home and Scheduled This HyperFind query defaults to include all employees in Job Transfers the user's Employee Group and/or Organizational group, as well as those with jobs that are scheduled in the user's organizational group. All Home and Transferred-in This HyperFind query defaults to include all employees in the user's Employee Group and/or Organizational group, as well as those who are transferred-in to the user's group.

To add a new HyperFind query, click New on the menu bar. To edit an existing query, select an entry from the list, then click Edit.

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Predefined Data

Workforce Genie profile

To access the Workforce Genie profile, in the Setup workspace, select Display Preferences > Display Profile Building Blocks > Workforce Genie Profiles. The Workforce Genie Profile window opens and displays the list of profiles on your system. To access the predefined Super Access profile, click its name. Kronos Global Support uses the Super Access profile, which provides access to all Genies in a specific order. You can edit the predefined Super Access profile.

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People

People

The SuperUser person is not accessible. However, to access people other than the SuperUser: 1. Use QuickFind to select an existing Workforce Employee or Workforce Manager. 2. With the person selected in the QuickFind workspace, click the People launch button to access the People Editor. Kronos Global Support uses the Super Access profile, which provides access to all settings. You cannot edit the Super Access profile.

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Predefined Data

Logon profiles

To access Logon profiles, in the Setup workspace, select Access Profiles > Logon Profile. The Logon Profiles window displays predefined logon profiles. To view a predefined logon profile, click the logon profile name. You can edit predefined logon profiles.

Predefined Values Default Definition This profile has the following settings: Password · · · The password is set to expire in 30 days. The minimum length is at least six characters. Reuse monitoring is set to remember the previous ten passwords.

Session Restrictions · · · Super Access A password change is not required at the next logon. Account lockout is enabled and occurs after three failed logon attempts. The lockout duration is set to one minute.

Kronos Global Support uses the Super Access profile, which provides access to all settings. Password · · · The password is set to never expire. There is no minimum length. Reuse monitoring is set to do not keep password history.

Session Restrictions · · A password change is not required at the next logon. Account lockout is not used.

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Appendix B

System Administration of Process Manager

This appendix contains the following sections: · · · · · "Managing processes with Process Administrator" on page 306 "Managing tasks in a process using Process Administrator" on page 311 "Monitoring resources using Process Administrator" on page 317 "Troubleshooting Process Manager" on page 318 "Enhancing Process Manager performance" on page 319

Process Administrator enables you to manage the processes that you implement with Process Designer and Workforce Central across the organization. Use Process Administrator to manage processes and tasks that are active in your system. You can use Process Administrator to do the following: · · · · · View the status of all processes and tasks. Abort, delete, and restart processes. Abort or reassign tasks, or mark tasks as done. View and analyze statistics for processes and tasks. Monitor resource workloads.

To start the Process Administrator, select System Configuration > Process Management > Process Administrator from the Setup workspace.

Appendix B

System Administration of Process Manager

Managing processes with Process Administrator

Use Process Administrator to manage all the processes that are active in your system.

Viewing the status of all processes

To view the status of all processes: 1. From the Process Administrator, click the All Processes tab. 2. Select or clear one or more of the check boxes to filter the list of processes that is displayed:

Filter Ready Description Shows all processes that are activated and available but have not been started by a user. Processes and tasks cannot be both assigned to a person and in a Ready state. These processes can be generated with the Event Manager's pool builder. Shows all processes that have been activated.

Activated-All

Activated-w/Aborted Shows all processes that have be activated and have one or Tasks more aborted tasks. Aborted Completed Templates Shows all processes whose root task has a state of ABORT. Shows all processes that have completed. Shows all process templates

3. Click the Refresh button on the tab. 4. In the table displayed on the tab, view the following process information:

Column ID Process Name Description The ID of the process. The name of the process.

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Column App. Unique Key

Description The unique key that is assigned to process templates of the same type. It is used when the process is designed to reference templates that are included as subprocesses. It is also used to ensure that templates of the same type do not have overlapping effective dates. The state of a process in the system: ACTIVE -- the process has been started in the system. READY -- the process template is activated and available but has not been started by a user, because the process has an earliest start date that has not yet arrived, or the process has an instance in the pool. DONE -- the process has finished. ABORT -- the process has been stopped, or aborted. Note that any aborted task in a process will cause the entire process to move to the ABORT state.

State

Aborted Tasks Template ID

Indicates whether the process contains aborted tasks. The ID of the template that was used to initiate the process.

5. After you examine the process information, you can select a process and then click one of the following functions (some functions may not be available depending on the state of the process): ­ ­ ­ ­ Abort Delete Restart Process Detail

The following sections describe actions that you can perform on processes from this tab.

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Aborting a process

If a process is not working properly or if it needs to be halted, you can use Process Administrator to abort that process. When the process is ready to resume, you can use Process Administrator to restart it. Note that the availability of certain functions depends on the state of the process. To abort a process: 1. From the Process Administrator, click the All Processes tab. 2. Select the appropriate filtering check boxes and click Refresh. 3. Select the process that you want to stop, or abort. 4. Click Abort and then click Yes in the confirmation message box if you are sure that you want to abort that process. The screen automatically refreshes to display the change in status for the process.

Deleting a process

If a process is no longer needed because of some change in your organization's business process or if it has been replaced by a revised version, you can use Process Administrator to delete the unneeded process. The availability of certain functions depends on the state of the process. To delete a process: 1. From the Process Administrator, click the All Processes tab. 2. Select the appropriate filtering check boxes and click Refresh. 3. Select the process or processes that you want to delete. 4. Click Delete and then click Yes in the confirmation message box if you are sure that you want to delete that process or processes. The screen automatically refreshes to display the change in status for the process or processes. To delete a process template: 1. In the Setup workspace, select System Configuration > Process Management.

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2. Click Process Profiles. 3. Under Profile Name, select the profile that you want to edit. 4. From the Process Profiles menu bar, click Edit. 5. Use the Remove button to delete the template from the profile. 6. Click Process Templates. 7. Delete the process template from the Template List. Note: If a process template is deleted and the processes that use the template exist in the database, the template is logically deleted. This means that the template will no longer appear in the Process Templates editor and cannot be included in a Process Profile. To delete a logically deleted process template: 1. In Process Administrator, delete all the processes using the template. 2. Delete the process template.

Restarting a process

When a previously aborted process is ready to resume, you can use Process Administrator to restart it. Note that the availability of certain functions depends on the state of the process. To restart a process: 1. From the Process Administrator, click the All Processes tab. 2. Select the appropriate filtering check boxes (include Aborted) and click Refresh. 3. Select the process that you want to restart. 4. Click Restart. The screen automatically refreshes to display the change in status for the process.

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Viewing process reports

Reports can provide the following kinds of information to help you manage processes on your system: · · · The number of activated, unactivated, completed, and aborted processes. How many processes have been run within a certain period of time, which indicates how many people are using the system. How many tasks are assigned to employees, so you can adjust an employee's workload by reassigning the tasks to other employees.

To view process reports from the Process Administrator, click the Reports tab and select the check box to indicate which data you want to see:

Report Summary Processes Processed Resource Workload Description A count of all processes, by status, and a count of all resources associated with the processes. The activation status, along with a count, for all processes. A list of resource IDs and names along with the corresponding tasks and statuses: active, completed, or assigned.

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Managing tasks in a process using Process Administrator

Managing tasks in a process using Process Administrator

Use Process Administrator to manage tasks within processes that are active in your system.

Viewing and changing the status of tasks in a process

To view or change the status of tasks in a specific process: 1. From the Process Administrator, click the Process Details tab. 2. Select the process name. 3. Select one of the following views. Note that you can make changes to tasks in a process only through the Tabular Details view.

View Tabular Detail Description A table of all process tasks and their properties. This is the only view in which you can use the available functions to change the status of certain tasks. See"Tabular Detail view" on page 312 for more information.

Graphical Detail A read-only graphical representation based on the process template in use. See "Graphical Detail view" on page 312 for more information. State Analysis Detail A read-only view of the process in plain text. Each line represents a task and contains the following information: · Name and ID of the task. · The state of the task and a brief explanation about that status. See "State Analysis Detail View" on page 313 for more information. XML Detail A read-only view of the process in XML. Use the XML Detail view to, for example, isolate a problem that is causing a particular task in the process to fail. Process Resources A read-only list of resources who are participating in the process. Use the Process Resources view to, for example, identify a resource to whom you want to send a message about a particular task.

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Tabular Detail view The Tabular Detail view provides the following task information:

Field Task ID Name State Description ID of the task as assigned by the Process Engine. Name of the task. One of the following states: · · · · · ACTIVE -- A resource is currently working on that task. READY -- The task is ready but a resource has not yet begun work on it. DONE -- The task has been completed. ABORT -- The task has been aborted. PASSIVE -- The task is passive in the sense that it will not execute, by design, because it is the false ("No") condition of a Branch task.

Duration Start date End date Earliest SD Predecessors Parent ID Template ID

Amount of time it took for the task to finish, in milliseconds. The time at which the task began. The time at which the task finished. The earliest start date (ESD) at which the task can begin. A list of IDs for tasks that must finish before this task can begin. The ID of the parent task in the task hierarchy within the process. The ID of the process template that contains the task.

Graphical Detail view In the Graphical Detail view, color-coded bars on the tasks indicate the following: · · · · Blue -- The task is ready but a resource has not worked on it. Brown/Black -- The task is done. Red -- The task has been aborted. Green -- The task is active. A resource is currently working on the task.

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State Analysis Detail View Use the State Analysis Detail view to, for example, determine why a particular task has not been completed.

Changing the status of tasks in a process

To change the status of tasks in a specific process, you use the Tabular Detail view on the Process Details tab: 1. From the Process Administrator, click the Process Details tab. 2. Select the process name. 3. Select the Tabular Detail view. 4. From this view, you can perform the following actions:

Action Set Done Force Done Force Ready Reassign Properties Description Changes the state of any active task (except a root task) to DONE Changes the state of any aborted task (except a root task) to DONE Changes the state of any aborted task (except a root task) to READY Allows you to reassign the task to a different resource ID Displays the properties of the task

The following sections describe each action. Reassigning a task to another resource To balance resource workloads and remove bottlenecks from a process, or to resolve an issue with an aborted task, you may need to reassign a task from one resource to another. You may also be asked by an authorized employee or manager to reassign a task if a process template has been configured to prevent individuals from reassigning their tasks from the Tasks tab of their Inbox during that particular business process. (See the Workforce Central Process Manager Programmer's Guide for specific information about modifying a process template to control the reassignment of tasks.)

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For example, if a resource in a process does not have an assignment in the Reports To field, the associated task in that process will fail. If you are the administrator who was assigned in the Business Automation system setting to receive Process Manager error notifications, you will receive a message about this failed task. You can then use Process Administrator to reassign the task to an appropriate individual. To reassign a task: 1. From the Process Administrator, click the Process Details tab. 2. Select the process name. 3. Select the Tabular Details view. 4. Select the row that contains the task. 5. Click Reassign. (If the Reassign function is not active, it means that you cannot reassign a task in that state; for example, if the task is ACTIVE.) 6. Enter the ID for the resource that you want to reassign the task to. 7. Click Submit. Marking a task as done If an aborted or active task is no longer necessary for the completion of a particular process and you do not want that task to impede the progress of the process, you can mark that task as DONE so the process can continue to the next task. 1. From the Process Administrator, click the Process Details tab. 2. Select the process name. 3. Select the Tabular Details view. 4. Select the row that contains the task and then click one of the following: ­ ­ Force Done -- Changes the state of any aborted task (except a root task) to DONE Set Done -- Changes the state of any active task (except a root task) to DONE

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Process Administrator automatically refreshes the screen to display the status of that task in the State column as DONE. Changing the status of a task to READY If a problem with a previously aborted task has been solved and you want to make that task available again in the process, you can change the status of that task to READY. 1. From the Tabular Details view of Process Details tab, select the row that contains the task that you want to mark as READY. 2. Click the Force Ready button on the menu bar. Process Administrator automatically refreshes the screen to display the status of that task in the State column as READY.

Viewing the properties of a task

You can view the properties of a task to help resolve problems with a process. For example, if a task has aborted, you can use this view to see if there is an error message. 1. From the Tabular Details view of the Process Details tab, select the row that contains the task that you want to examine. 2. Click the Properties button on the menu bar. Process Administrator displays the properties of that task as set in the Process Designer template.

Viewing task statistics for a process

To identify bottlenecks in a process or other problem areas, you can view statistics for tasks in a specific process. For example, if the statistics show that a particular task took significantly more time to finish than was originally planned for, you can modify that task in the process template to either increase the amount of allotted time or reduce the scope of that task. To view statistics for tasks in a specific process: 1. From the Process Administrator, click the Process Analysis tab.

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2. Select a process from the Template drop-down list on the menu bar. 3. In the table displayed on the tab, you can view the following statistics to help identify bottlenecks in the process:

Column Task Name Planned Duration Description The name of the task. The amount of time allotted to this task when the process template was designed. This is specified in Process Designer, on the General Properties tab of the task in the template. Average percentage of the process execution time it took for this task to finish. Average number of milliseconds it took for this task to finish. Minimum number of milliseconds it took for this task to finish. Maximum number of milliseconds it took for this task to finish.

Task Template ID The ID of the task template.

Avg % Time Avg Time (ms) Min Time (ms) Max Time (ms)

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Monitoring resources using Process Administrator

Monitoring resources using Process Administrator

You can monitor and manage the workloads for all resources associated with the processes in your system by using these previously described Process Administrator features: · · The Reports tab, described on page 310. The Reassign function in the Tabular Detail view of the Process Detail tab, described on page 313.

For example, if you click the Reports tab and review the Resource Workload data, you might observe that one resource has many more active (uncompleted) tasks than another. As a result, several processes are not progressing because that resource's tasks have not been completed. After conferring with a manager, you might be asked to reassign certain tasks from the overloaded resource to a less burdened resource. A useful tool for monitoring process resources, especially in a clustered environment, is the Engines tab. The Engines tab displays the following statistics to help monitor process resources in a clustering environment:

Column Server Engine Status Threads in Use Total Threads Description Name or IP address of the application server that is running a Process Engine. Status of the Process Engine on the application server: "running" or "paused." Number of threads in use on the Process Engine. Total number of threads available. This number is determined by the following system setting: wba.processengine.threadpoolsize Kilobytes of memory in use by the Java virtual machine. Kilobytes of memory available for the Java virtual machine.

VM Mem Usage (KB) VM Total Mem (KB)

Click the column name to sort the table on that column. The data in the columns is refreshed when you click the Engines tab or when you click the Refresh button at the top of the page.

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Troubleshooting Process Manager

The following table summarizes some common process template issues and how to resolve them:

Problem Solution

User receives the error message "This The user should click Refresh to update his or her task may no longer be available. Click task list. If the error still appears, an API task has Refresh to update your task list." failed. Use Process Administrator to locate the API failure. Messages are not being sent to external SMTP e-mail addresses. Be sure the E-Mail and Messaging tabs in the system settings are configured to send mail to the SMTP e-mail address.

A process template does not appear in Be sure that you deployed the template from the Process Templates editor. Process Designer.

Tip: You can also use the WFC.log to troubleshoot. Process Manager information has the context WBAP.ProcessEngine for Process Engine issues, and WBAP.Process for non-Engine issues.

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Enhancing Process Manager performance

Enhancing Process Manager performance

Process Manager includes two ways to enhance performance: clustering and pooling.

Clustering

Clustering allows multiple Process Engine instances to simultaneously access and monitor the same set of processes. This is achieved by configuring the Process Engines to access the same database and coordinate with one another through the Cluster Manager. Benefits of a cluster include scalability, simplified support for multiple client application instances, and the ability to implement load-balancing in process applications via Process Manager. How clustering works With clustering, work can be distributed on up to 8 application servers each running a process engine, depending on how many are needed for your organization. All of the Process Engines in a cluster connect to the same database server. Support for clustering includes a Cluster Manager system service, the ability to start and stop Process Engines as a cluster using Event Manager, and the addition of an Engines tab to Process Administrator to monitor each engine in the cluster. In a clustered environment, process requests from Workforce Central applications such as Workforce Scheduler are submitted to the local Process Engine on the application server the request was made from. If a Process Engine is not available on that server, Cluster Manager will direct the request to an engine on another application server. Cluster Manager ensures that the request is serviced by one (and only one) Process Engine to advance the process to the next task that requires input. Each application server is eligible (by default) to host the Cluster Manager, based on the wba.clustermanager.eligible Business Automation system setting. See "Setting up Cluster Manager" on page 320 for more information.

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Setting up Cluster Manager Cluster Manager is a service that runs on one machine in the cluster. If that machine should require scheduled maintenance or experience a system failure, Cluster Manager can run on any of the other application servers as well; the other Process Engines will automatically register with the new Cluster Manager without requiring you to restart a server. Note: You must have a Cluster Manager, even in a single-server environment. To set up Cluster Manager, you must configure the Workforce Central System Settings on the machine that you designated as the Cluster Manager during installation. The Business Automation tab in System Settings contains properties that allow an administrator to configure the Process Engine as well as the Cluster Manager. Those settings include the following: · wba.clustermanager.eligible -- The default setting is true, which provides failover protection in that any server is automatically eligible to assume the role of Cluster Manager if there is a system failure. If you want to exclude particular servers from functioning as the Cluster Manager, specify false for this setting on those servers. wba.rmiregistry.port -- The port on which to start the Cluster Manager.

·

For more information about the Process Manager system settings, see "Business Automation settings" on page 99. Managing the clustered Process Engines Use the Engines tab of the Process Administrator application to monitor Process Engines, view individual process instances, and manage the deployment and pooling of process templates. Use an Event Manager application to schedule engine pause times and stop and restart events. An engine pause should be scheduled during peak Workforce Central server loads, such as payroll processing time. The scheduled engine stop or restart event coordinates a Process Engine shutdown for all of the Process

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Engines in the cluster. Only Workforce Central applications that rely on Process Manager are affected during this period; other applications will continue to operate normally.

Process pooling

Process pooling is the ability to configure a preallocated pool of process instances that are made available for instant retrieval when a user initiates a request. Pooling allows the system administrator to anticipate heavy process load periods by preallocating database space for process instances using an event scheduled in an event manager. Pooling reduces the database CPU load. The pool size attribute specifies the number of process instances that will be allocated in advance for this process template when the next pool building event takes place. The pool building event should be scheduled regularly (such as daily) during an off peak time. During the pool building event, all actively deployed process templates with pool size greater than zero will be instantiated in the database for future use. If the pool for a given process already exists and is larger than the current pool specified for that process template, the pool is adjusted down. During regular operation of the Workforce Central applications, if a request for a new process instance is made, a preallocated process instance from the pool will be used. This reduces the response time and database load, because the work to create a process instance has already been done. The pool is then reduced by one. If the pool is depleted before the next pool building event, then the standard process allocation is used. Setting up process pooling To set up process pooling: 1. In the Setup workspace, select System Configuration > Process Templates. 2. Select the template that you want to create a pool for. 3. Click Edit.

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4. In the Max Pool Size text box, indicate the maximum pool size for the template. If you do not want to use a pool, enter 0 (zero). 5. In the Setup workspace, select System Configuration > System Settings > Business Automation and then set the default maximum pool size per server in the wba.processengine.server.maxpoolsize setting. For more information about the Process Manager system settings, see "Business Automation settings" on page 99. Note: You cannot save a process template on the Process Templates page whose Max Pool Size value is greater than this Max Pool Size value on the application server. If the Max Pool Size value on the Process Templates page and this Max Pool Size system setting are not the same, the Pool Manager will create template pools whose size is the lesser of the values. 6. Use an event manager application to schedule pool building. Run the pool builder at non-peak hours to avoid poor performance.

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Appendix C

Regional Settings

By default, Workforce Central regional settings support text, date and time, and currency formats that are appropriate for most North American English-language environments. In version 6.0, you no longer select languages during installation, but install languages using a language pack CD. This appendix provides information about how to implement other languages and formats. This appendix contains the following sections: · · · · · · · "Workforce Central language packs" on page 324 "Character set support" on page 325 "Workforce Central instances and regionalization" on page 326 "How Workforce Central displays regionalized data and text" on page 327 "Currency support" on page 332 "Using and modifying predefined names" on page 333 "Using site-defined text strings in a multilanguage environment" on page 340

Appendix C

Regional Settings

Workforce Central language packs

In version 6.0, when you install Workforce Central, the product installs English language files. If you need other languages, you can install a language pack. The language pack is a CD that contains a set of language files available for translated products. The language CD has a single installation program that can install one or more of the languages on the CD. After the language CD is installed, a program called Configuration Manager starts. Configuration Manager enables you to select one or more languages to deploy to an instance. (Currently, you can deploy many languages to one instance, but you can configure the instance, using system settings, to run only language.) Languages are installed onto a server once. You must then configure each instance individually. No settings, such as language and country, date and time formats, or display themes, are modified when the language is deployed. After the installation of the language, you must then configure the needed system settings to display date, time, number and currency formats.

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Character set support

Character set support

Workforce Central v6.0 supports the Unicode character set, although the supported languages vary, based on the database version. Regardless of the databases in use, all supported languages for a database platform can now be set up in a single database. Separate databases are no longer required for the different character sets. For example, you no longer need separate databases for Latin 1 and Latin 2 support. System settings and driver set up are handled during the installation process. You must configure settings, such as language and country, date and time formats, and display themes after installation. Workforce Central v6.0 supports Unicode setup for all SQL Server and Oracle databases. Unicode Unicode encompasses more than 100,000 characters. The languages and character sets supported differ, depending on the database. The following table lists the characters supported by the databases.

Database Oracle 10gR2 Characters supported All characters within Unicode, except bi-directional (right-toleft) languages, such as Hebrew and Arabic. Can be set up using Unicode, however they support only Latin 1, Latin 2, and Latin 9 characters sets. Setting up these databases in Unicode allows Latin 1, Latin 2, and Latin 9 character sets to co-exist in the same database.

SQL Server 2000 SQL Server 2005 Oracle 10gR1

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Workforce Central instances and regionalization

In a regionalized environment, different configurations for non-U.S. English instances might be required, depending on the specific conditions. In each of the following cases, the instance settings connect to a single common database: · Single Language/Single Country -- A company that uses a single language in a single country, such as Spanish in Mexico, can use one instance. The instance is set to the appropriate regional settings for the language and country. Single Language/Multicountry -- A company that uses a single language in multiple countries, such as English in the United States and Canada, needs at least one instance for each country to support the appropriate regional settings. Each instance is set up to use English as the language, but one instance has country settings for the United States and the other instance has country settings for Canada. Multilanguage -- A company that uses multiple languages in one or more countries needs at least one instance for each language in each country. For example, a company that has English- and French-speaking employees in Canada and English-speaking employees in the United States, uses three instances (U.S. English, Canadian English, and Canadian French), that connect to a common database. Users who are connected to the French instance see the user interface in French, while those connected to the English instance see the user interface in English. Data entered by users is displayed as entered, but the time, date, number, and currency are formatted according to server settings. Sorting is also based on the server's language and regional settings.

·

·

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How Workforce Central displays regionalized data and text

How Workforce Central displays regionalized data and text

Workforce Central displays various data and text elements differently in: · · · "Browser applications" on page 327 "Reports" on page 329 "Data collection devices" on page 330

Browser applications

The sections that follow describe how Workforce Central displays various data and text elements in browser applications.

Themes -- In v6.0, system administrators can create a custom theme to change the appearance of colors and fonts in Workforce Central application pages. The default theme is Basic. If you need to display multi-byte characters need to be displayed, change the site.portal.theme.name setting on the Display tab in system settings to global. To see the new theme, log off, then log on. Text Display and Online Help -- The English or language pack files are installed on the application server. The text for the GUI is in properties files.

The text for online Help is in a set of HTML files in the Help directory and its subdirectories. To support a language other than the English default, use the following settings to set the language and country for the appropriate instances: · · site.local.LANGUAGE site.local.COUNTRY

Date and Time Data and Display -- Date and time data associated with a punch that was entered using the web originates from the server. Depending on context, Workforce Central uses the time zone associated with the user's People record or the time zone on the Locale tab in system settings.

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Date and time data associated with all other actions (for example, audit trail information) originate from the regional settings of the application server's operating system. To support date formats in a language other than the English default, set the following properties on the Locale tab in System Settings: · · · · · · site.local.DateFormat site.local.SHORT_DATE site.local.LONG_DATE site.local.DAY_MONTH The order of the day and month must match that of the browser locale. If you change the default language and or country, and the long date format of the language or country you specified is different from the system default, you must also change the Long Date value to the long date format of the specified language or country. If the long date value doesn't match the short date, the calendar displays in English date format, but the date in each application displays differently than the long date format. No error message occurs. For the time display, Workforce Central uses the employee's Display Profile to determine whether to display the time in 12-hour or 24-hour format. The default values for Time and Date display are determined by the country selected in system settings (site.local.COUNTRY on the Locale tab). You can modify this information at any time. Use the 24-hour format or two-letter time markers if the time markers have the same first letter. For example, in English, you can type 8a to indicate 8 o'clock in the morning, and 8p to indicate 8 o'clock in the evening. In Hungarian, you must enter 8de or 8 to indicate 8 o'clock in the morning, and 8du or 20 to indicate 8 o'clock in the evening. To support time formats in languages other than the English default, you can use the site.local.TimeFormat setting on the Locale tab in System Settings:

Notes:

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Currency Format -- The currency format is based on information in Regional Settings. If no information is entered in the system settings, the currency setting is based on the United States. You can use only one currency setting per database. You can use the following settings for currency on an instance: · · site.local.currency.LANGUAGE site.local.currency.COUNTRY

Use site.local.VARIANT and site.local.currency.VARIANT to specify whether the currency is Euro. The currency setting determines the view and entry format. Depending on the language and currency code you've chosen, currency appears as follows: USE English: $1,234.56 (US Dollars) Canadian English: $1,234.56 (Canadian Dollars) Canadian French: 1.234,56$ (Canadian Dollars) French French: 1.234,56 (Euros) For additional information about currency settings, see "Currency support" on page 332. Number and Amount Formats -- The number and amount formats, excluding currency, are based on the display that is associated with the language and country installed on the instance. You can change this using site.local.language and site.local.country on the Locale tab in system settings. The amount formats for time (for example, durations) are based on the user's Display Profile for displaying durations (either HH:MM or HH.hh). Reports The sections that follow describe how the system displays various data and text elements in preconfigured and custom reports. Text Display -- Report file sets are installed in English or the language installed using the language pack. The language that Workforce Central displays is determined by the language selected during installation of the language pack for basic reporting and the browser setting for advance reporting.

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Note: All reports use the following font by default: Arial Unicode MS. If this font is not installed on your system, and you have basic reporting, reports automatically use a substitute font that is installed, perhaps Arial. If you are using advance reporting, the browser looks for a Unicode fall-back font on your machine (minglu). If you have a Unicode font on your machine, it uses that instead of giving you bad characters. A substitute font might not provide support for multibyte characters. If you need to view reports that contain multibyte characters, such as reports in Chinese, make sure that Arial Unicode MS is installed. To find out about installing Arial Unicode MS, go to www.microsoft.com and search "Arial Unicode MS." Install the font on all client machines and, in the case of RDLC reports (basic reporting), on the Workforce Central Server. Date and Time Formats -- For displaying time in reports, Workforce Central uses the format (12-hour or 24-hour) that is specified in the user's Display Profile. If no information is available in the user's Display Profile, the display format is determined by the settings for time-of-day display in the application server's operating system. The display format for dates in report is depend on report types, if the report is in RDLC and SSRS report format, the date format base on your browser language preference of Internet options is displayed. If it is Crystal report, the display format for dates in reports is determined by the country settings for date display, in the application server's operating system. Currency Format -- The format for displaying currency in reports is based on the report file set that is installed on the instance. The report file set language is determined by the language that was selected during installation. Number and Amount Formats -- The format for displaying numbers and amounts (except for currency) in reports is based on the report file set that is installed on the instance. The report file set is determined by the language that was selected during installation of the language pack. Data collection devices The sections that follow describe how the following data collection devices display various data and text elements:

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· · ·

Kronos 4500 Terminal Kronos Series 400 terminal 150/154 Terminals

Text Display -- Data collection devices display text that is already included in the product, such as error messages, only in English. Text that you have entered in the database (for example, employee names or labor level entries) is displayed as you entered it. The following is supported: · · · 4500 v2.2 and earlier: Latin 1, Latin 2, and Latin 9 for thick client; Smart Views are English, French, and Spanish only. 4500 v2.3: Unicode, including multibyte, but not bi-directional for both thick client and Smart Views. 400/100 series terminals are ASCII-7 English only

Date and Time Data and Format for Punches Using a Timekeeper terminal -- The Date and Time associated with a punch entered using a Timekeeper terminal is based on the time zone that is set for the terminal in Data Collection Manager (DCM). The display format for the Date and Time that is set for the terminal in DCM. Currency Format -- Data collection devices display currency on terminals in the format appropriate for the system settings. Number and Amount Formats -- The format for numbers and amounts (excluding currency) is based on the settings for the terminal in DCM.

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Currency support

The Workforce Central database supports a single currency. The display format is determined by the currency, country, and language settings that are specified in System Settings. If no format is specified in System Settings, the currency settings are the Workforce Central default settings, English and United States. The currency settings determine the display format and entry format. For example, a U.S.-based company with employees in the U.S. and France uses two instances (one for U.S.-English and one for French-France) that connect to a common database. Because the database only supports one currency format, the company has decided to enter all monetary units in U.S. Collars. Users who are connected to the French-France instance will still view and enter currency in the U.S. format (for example, $8.50), and not in the French format (for example, 8,50). Kronos recommends that all instances be set to support the same currency format. If instances are set to support different formats, users on different instances may become confused about the monetary information they view and enter, and the monetary amounts might be misconstrued. For example, a Mexican-American company uses two instances (one Spanish, one English) that connect to a common database, which stores and displays monetary amounts in U.S. dollars. If the company sets up the English instance to support U.S. dollars and the Spanish instance to support pesos, monetary amounts entered by users in each of these countries will be stored in the database as U.S. dollars. If a US$500 bonus is entered by a Mexican user as the day's exchange rate amount of 4,900 pesos, the amount is recorded and displayed as US$4,900 and could be paid incorrectly.

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Using and modifying predefined names

Using and modifying predefined names

Workforce Central includes many elements with predefined names, such as the names of individual Function Access Profiles or reports. If you install a language from the language CD, the predefined names are automatically translated into the installed language. You can modify the text of many of these predefined names. However, if you do, the translated version displays only the modified name, not the translated name. Preconfigured names in reports are not translated. For more information, see "Browser applications" on page 327. If you change the preconfigured names within one of the predefined elements without changing the name of the predefined elements, the translation of the predefined element name remains intact. For example, if you modify the name of one of the fields in the Time Detail Report, the name "Time Detail Report" is still correctly translated, but the field name is not. The following table shows the predefined names and whether you can modify them.

Element Data Access Profile Predefined Name All Pay Codes All Work Rules All Reports All Shift Templates All Pattern Templates All Schedule Groups All Availability Templates (Workforce Scheduler only) Empty Display Profile Default Super Access Yes Yes Modifiable? No No No No No No No

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Element Function Access Profile

Predefined Name Default IS IS Using Organizational Map Other Manager Other Manager Using Organizational Maps Payroll Manager Payroll Manager Using Organizational Maps Professional Employee Professional Employee Using Organizational Maps Scheduling Manager Time Stamp and Hourly Employee

Modifiable? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Time Stamp and Hourly Employee Using Org Maps Yes Generic Data Access Profile HyperFind All Home All Home & Scheduled Job Transfers All Home & Transferred-in Labor Level Sets All Labor Accounts Empty Profile Logon Profile Default Super Access People Reports SuperUser Absent Employees Yes Yes Yes No No Yes Yes No No All Access Yes

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Element Reports, cont.

Predefined Name Accrual Balances and Projections Accrual Carryover Limits Accrual Codes Accrual Date Configurations Accrual Date Patterns Accrual Debit Activity Summary Accrual Detail Accrual Earned Grants Accrual Earning Limits Accrual Fixed Grants Accrual Policies Accrual Pool Balances Accrual Probation Periods Accrual Profiles Accrual Summary Accrual Taking Limits Actual vs. Schedule by Job Actual vs. Schedule by Labor Account All Zone Badge Numbers Biometric Enrollment Activity Biometric Enrollment Detail Biometric Enrollment Summary Bonus/Deduction Rules Break Rules Combined Pay Codes Comments Comments By Employee Comments By Location

Modifiable? No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

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Element Reports, cont.

Predefined Name Core Hours Rules Coverage-Monthly Coverage-Weekly Coverage Detail - Weekly Daily Rest Device Assignments Device Groups and Device Assignments Device Work Rule Definitions Device Work Rule Profiles Employee Attendance Profiles Employee Discipline Levels Employee Hours by Job Employee Hours by Job (Excel) Employee Hours by Labor Account Employee Hours by Labor Account (Excel) Employee Schedule - Monthly Employee Schedule - Weekly Employee Sign-off Employee Transactions and Totals Employee Transactions and Totals (Excel) Employees Currently Earning Time (On Premise) Exception Rules Fixed Rules Float Function Access Profiles Generic Data Access Profiles Holiday Credit Rules Holiday Credits Holidays

Modifiable? No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

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Element Reports, cont.

Predefined Name Holiday Credit Rules Home Labor Account Assignment History Hours by Job Hours by Job (Excel) Hours by Labor Account Hours by Labor Account with Graph Summary Import Errors Import Statistics Job Configuration Labor Levels Leave Hours Detail Leave Hours Summary Leave Hours Summary (Excel) Leave Profiles Leave Reasons Leave Rules Leave Types List of Activities List of Configurations List of Field Definitions List of Form Profiles (DAP) List of Forms List of Result Code Profiles (DAP) List of Result Codes List of Teams List of Units of Measure Location Schedule - Weekly Location Schedule Detail - Weekly Majority Rules

Modifiable? No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

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Element Reports, cont.

Predefined Name Missing Employees Monthly Location Schedule Night Worker On Call Open Shifts - Monthly Open Shifts - Weekly Organizational Job Configuration Organizational Map Location Types Organizational Map Locations Organizational Sets Orphaned Activity Events Overtime Equalization Detail Overtime Rules Pay Code Data Access Profiles Pay Codes Pay rule Audit Trail Pay Rules Perfect Attendance Person Attributes Person Job Assignment Punch Origin Report Data Access Profiles Rest Breaks Rounding Rules Schedule by Labor Account - Monthly Schedule by Labor Account - Weekly Schedule Deviation Rules School Calendar Audit Single Zone

Modifiable? No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

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Using and modifying predefined names

Element Reports, cont.

Predefined Name Staffing Efficiency Staffing Sheet - Daily Staffing Sheet - Weekly Staffing Sheet Detail - Daily Terminal Rules Time Detail Timecard Audit Trail Timecard Signoff/Approval Audit Trail Users Currently Locked Out Weekly Activity Weekly Working Time Work in Process Activity Status Work in Process Cost Detail Work in Process Cost Detail by Group Work in Process Cost Summary Work in Process Cost Summary by Group Work in Process Time to Complete Work in Process Time To Complete Summary Work Rule Data Access Profiles Work Rules Workforce Requirement Analysis Yield Detail Yield Detail by Group Yield Summary Yield Summary by Group Young Worker Zone Rules

Modifiable? No No No No No No No No No No No No No No No No No No No No No No No No No No No

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Appendix C

Regional Settings

Using site-defined text strings in a multilanguage environment

If you define individual text strings and you have a multilanguage environment (that is, if you use a single database and have different languages installed on different instances), the text strings that you define always appear in the single language that you used when you defined the text string. For example, if you defined a pay code named "Sick," Workforce Central always displays this pay code as Sick, regardless of the language of the instance. Kronos suggests the following for customers who use multilanguage environments: · · For pay codes, work rules, and reports, create duplicate data in each language. Use generic data access profiles to segment the data, making it easier for administrators who make assignments to employees. See the Setup online Help for more information about generic data access profiles. To each user, assign data access profiles in the appropriate language (assign data access profiles that use English terms to English-speaking employees, assign data access profiles that use French terms to French-speaking employees, and so on).

·

Note: If you want to provide predefined names in multiple languages, provide text in both languages in the entry. For example, assume that you have a site with English- and French-language instances, and a labor level that you would call "Work" in English and "Travail" in French. To accommodate both languages, you could define the text for this labor level to be "Work - Travail."

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Appendix D

Registry Keys

This appendix contains information about the registry keys that were set up when your Workforce Central system was installed: · · "Windows registry keys" on page 342 "UNIX registry keys" on page 343

Appendix D

Registry Keys

Windows registry keys

The following registry keys are established during installation of the Workforce Central system. · [HKEY_LOCAL_MACHINE\SOFTWARE\Kronos\WFC] Common Path=C:\Kronos\WFC\kronoscm Help Dir=C:\Kronos\wfc\help Install Path=C:\Kronos [HKEY_LOCAL_MACHINE\SOFTWARE\Kronos\WFC\config] Web Server URL=ORASMOKE [HKEY_LOCAL_MACHINE\SOFTWARE\Kronos\WFC\Cross Launch\COMMENTS] Executable=comments.exe Function description=Comments Configuration Function identifier=Comments Function name=Comments Home directory=C:\Kronos\wfc\cmnapps Icon Preference=LAUNCHER Launcher icon file=comments.ico Toolbar icon file=none [HKEY_LOCAL_MACHINE\SOFTWARE\Kronos\WFC\Cross Launch\WTK] Access profile column=none Executable=nodialog.exe -iconfigApps.icx Function description=Foo Function identifier=TKCS Function name=Timekeeper CS Home directory=C:\Kronos\wfc\Config Icon Preference=LAUNCHER Toolbar icon file=none

· ·

·

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UNIX registry keys

UNIX registry keys

Portions of the Windows registry settings are supported in Workforce Central for UNIX platforms by a new properties file, Registry.properties. This file resides in the [WFC.rootdir]/wfc/properties directory. Note: UNIX commands are case-sensitive. Here is a sample Registry.properties file: LastPayPeriodUpdate = 0 OracleDBOwner = TKCSOWNER SequencePreallocationSize = 100 SqlTrace = false SqlTraceFile = sql.txt WebServerURL = cnortonnt3 ServicePack = 4.1.1 Explanation: LastPayPeriodUpdate: The Background Processor will update this number, but it defaults to 0. OracleDBOwner: Required because of multiple instance database deployment. SequencePreallocationSize: The number of rows in the database's sequence table that an application will capture at a time. SqlTrace: If true, the database calls will be written to the SQL trace file. If false, the database calls will not be recorded. SqlTraceFile: The name of the SQL trace file. WebServerURL: The Web server used for Background Processor authentication. ServicePack: A string used by Workforce Central Setup.

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Registry Keys

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Appendix E

Single Sign-On

You can set authentication to allow users to log on to Workforce Central automatically without having to re-enter a username or password after they have logged onto their browser. This process is called Single Sign-on. To set up Single Sign-on, perform the following procedures: · · "Configuring Workforce Central to enable single sign-on" on page 346 "Configuring SiteMinder" on page 347

Appendix E

Single Sign-On

Configuring Workforce Central to enable single sign-on

To configure Workforce Central to enable single sign-on by using Computer Associates' eTrust® SiteMinder®: 1. Log on as SuperUser. 2. In the Setup workspace, select System Configuration > System Settings > Security. 3. On the Security tab, do the following: a. Set site.security.singlesignon to true b. Set site.security.singlesignon.module to com.kronos.auth.SSOSiteMinderSubject c. Set site.security.singlesignon.module.properties to WFC.rootdir/wfc/properties/ SSOSiteMinder.properties 4. In SSOSiteMinder.properties, do the following: a. Set sso.log.file to WFC.rootdir\wfc\logs\SSOSiteMinder.log b. Set sso.log.level to DEBUG. c. Set sso.principal.key to what identifies the users credentials. The default is SMUSER. 5. In WFC.properties, set com.kronos.wfc.wfp.security.logoffurl to /wfc/html/kronos-sso-restart.jsp 6. Verify that the ISAPI SiteMinder Agent Filter precedes the ISAPI JBoss Filter. You can verify this using the Microsoft Management Console. 7. Configure SiteMinder to work with Workforce Central.

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Configuring SiteMinder

Configuring SiteMinder

This section assumes that you have SiteMinder installed, and that you understand basic SiteMinder configuration. For more information about configuring SiteMinder, see the SiteMinder documentation. To configure SiteMinder: 1. Use the SiteMinder Policy Server to create authentication schemes for Workforce Central (WTK). a. Create an anonymous authentication scheme named WFCAnon. For example, WFCAnon contains "ou=People, dc=Kronos, dc=com" for the User DN. b. Create a basic or form authentication scheme named WFCFormAuthentication 2. Use the SiteMinder Policy Server to create realms for Workforce Central, in your policy domain. a. Create a realm for Workforce Central non-logon URLs named WFCRealm Set the resource Filter to /wfc/ and the authentication scheme to WFCAnon b. Create a realm for Workforce Central logon URLs named WFCLogonRealm The WFCLogonRealm should be a sub-realm of WFCRealm. Set the resource Filter to logonWithUID and the authentication scheme to WFCFormAuthentication 3. Use the SiteMinder Policy Server to create rules for Workforce Central. a. Create a rule that will handle all non-logon WFC URLs in the WFCRealm named WFCAllowAllRule Set the effective resource to the wildcard character *, select the Perform regular expression pattern matches check box, set the Actions button to Web Agent actions, and select all types of HTTP methods (Get, Post, and Put).

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Appendix E

Single Sign-On

This rule activates for all non-logon WFC URLs accessed by the HTTP methods Get, Post, and Put. Since this rule is part of the WFCRealm, it uses anonymous authentication. Therefore, all WFC URLs are passed through WFC without an authentication check by Siteminder. WFC only allows access to protected non-logon URLs by previously authenticated users. b. Create a rule that will handle all logon WFC URLs in the WFCLogonRealm named logonWithUIDRule Set the effective resource to the wildcard character *, select the Perform regular expression pattern matches check box, set the Actions button to Web Agent actions, and select all types of HTTP methods (Get, Post, and Put). This rule activates for all logon WFC URLs accessed by the HTTP methods Get, Post and Put. Since this rule is part of the WFCLogonRealm, it uses basic or form authentication. Therefore, access to all logon URLs are redirected to the form identified in WFCFormAuthentication. All users are prompted for their credentials, username, and password. If SiteMinder authenticates a user accessing this logon URL, it informs WFC that this user has been authenticated. 4. Use the SiteMinder Policy Server to create policies for Workforce Central. a. Create a policy for Workforce Central non-logon URLs named WFCAllowAllPolicy Configure this policy to contain the WFCAllowRule and your LDAP users that you want to access Workforce Central. b. Create a policy for Workforce Central logon URLs named AllowLogonWithUIDPolicy Configure this policy to contain the logonWithUIDRule and your LDAP users that you want to access Workforce Central.

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Appendix F

Diagnostic Tools

The diagnostic tools are designed to assist in diagnosing run time, Workforce Central Web server, and services errors. Note: Some of the diagnostic tools require you to have the JRE Plug-in installed on the application server. This appendix contains the following sections: · · "Diagnostic Tools user interface" on page 350 "Diagnostics Tools and usage" on page 351

Appendix F

Diagnostic Tools

Diagnostic Tools user interface

To start the diagnostic tools, double-click the diagnostic tools icon. The Diagnostic Tools Logon screen appears.

Diagnostic Tools logon screen

The first time that you log on to the Diagnostic Tools main menu, you must: 1. Enter the Superuser user name in the Enter User Name box. 2. Enter the Superuser password in the Enter Password box. 3. If your server uses SSL connection, select the SSL check box. 4. Click OK.

Launching a specific application

After you enter information in the logon screen and click OK, the Diagnostic Tools main window appears. This window contains two panes. · · The left side of the window displays a tree-type structure with folders that contain the different diagnostic and troubleshooting tools. The right side of the window displays instructions and information about a selected diagnostic tool. At the bottom of the right pane is a Launch button, to start a selected diagnostic tool.

To use a specific diagnostic tool: 1. Select the primary host name in the upper left-hand corner in the left pane. 2. Click the tool name in the left pane. 3. Click Launch at the bottom of the right pane.

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Diagnostics Tools and usage

Diagnostics Tools and usage

The diagnostic tools for Workforce Central (WFC) include: · · · SMTP Mail Server SMTP Mail To Launcher Shift Builder

Running the SMTP Mail Server Diagnostic Tool

The SMTP Mail Server Diagnostic Tool validates SMTP connectivity. To run the SMTP Mail Server Diagnostic Tool: 1. In the left pane of the Diagnostic Tools main window, select SMTPMailServerDiagnostic from the email folder. 2. Click Launch. The STMPMailServerDiagnostic dialog box appears. 3. Enter values into each box: ­ ­ FromEmail -- Enter the From e-mail address. SMTPHostName -- Enter the mail server SMTP. The mail server SMTP is listed in the site.email.smtp_url key in Workforce Central System Configuration > System Settings > Email. ToEmail -- Enter the To e-mail address. Subject -- Enter a test subject. Message -- Enter a test message.

­ ­ ­

4. Click Start. The diagnostic tool sends an e-mail to the address listed in the ToEmail box and lists the results in the Results box.

Running the SMTP Mail to Launcher Diagnostic Tool

The SMTP Mail to Launcher Diagnostic Tool provides the capability to test and qualify the customer's client e-mail software. Some Workforce Central

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Appendix F

Diagnostic Tools

applications launch the customer's e-mail client using the W3C3 e-mail to url syntax. Some e-mail client software packages, such as Novell, do not support the latest W3C e-mail to url format and do not work correctly with the Workforce Central product. Note: This tool can only be run if the Diagnostic Tools client setup is installed at the Workforce Central server. To run the SMTP Mail to Launcher Diagnostic Tool: 1. In the left pane of the Diagnostic Tools main window, select SMTPMailToLauncher from the e-mail folder. 2. Click Launch. The MailToTester page appears. 3. Fill in the appropriate information: ­ ­ ­ To -- Enter the To e-mail address. Subject -- Enter a test subject or accept the default. Body -- Enter a test message.

4. Click Launch. The user's e-mail client opens. If the e-mail client is displayed with the same information that appears on the MailToTester page, then the application works correctly. 5. In the e-mail client application, click Send. This validates that the information is parsed correctly and that the e-mail is being sent to the individual designated in the To: box.

Running the Shift-Builder Diagnostic Tool

The Shift Builder diagnostic tool logs onto Workforce Central and checks: · · · · The ScheduleProc database table record count The SchedPatrnDate next run date database table For failed shiftbuilder employees in the database The WtkGlobalSettings.properties file, for XML user/password

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Diagnostics Tools and usage

·

The WPKSite.properties file, for Event Manager key and values

To run the Shift-Builder diagnostic tool: 1. In the left pane of the Diagnostic Tools main window, select ShiftBuilderDiagnostic from the shiftbuilder folder. 2. Click Launch. The ShiftBuilderDiagnostic dialog box appears. 3. Click Start. The buttons at the bottom of the ShiftBuilderDiagnostic dialog box disappear while the tool is running. The diagnostic tool lists the results in the text boxes. A restart button appears when the tool is finished running. The diagnostic tool lists the results in the text boxes as in the following table:

Text box ScheduleProc (count) Description Returns the number of Shift Builder tasks that have not yet been completed. There are three types of Shift Builder tasks: · · A schedule group may exist that needs to have shifts built for it. An employee may have an individual schedule pattern and needs to have shifts built for that pattern. · An employee may be added into a schedule group. In this case, the shifts that the employee inherited from the group need to be built. If the value in the ScheduleProc(count) text box is zero (0), the Shift Builder has finished running and has no tasks left to complete. If the value is greater than zero, then the Shift Builder is currently running, or the Shift Builder has stopped running, but was unable to complete all of its tasks. SchedPatrnDate Designates the date and time after which no shifts have been built. The user cannot call up an editable Schedule Editor for any date after the one designated in the SchedPatrnDate text box. To the right side of this text box is a zero (0) or a one (1). · A zero indicates that the Periodic Shift Builder will not be run on the next startup of the system, unless the AlwaysBuildShiftsOnStartup property has been set. A one indicates that the Periodic Shift Builder will be run on the next startup of the system.

·

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Appendix F

Diagnostic Tools

Text box

Description

FailedEmployees Lists the employee IDs of any employees who failed to run in the Shift Builder. For example, if a schedule group failed to process properly, the IDs of all the employees associated with that schedule group are listed. WtkGlobal Settings Lists the encrypted username and password that is used to log on to the Workforce Central server. The Event Manager can have problems if the XMLUSER username and password defaults have been changed in this location. The username and password that are returned in the WtkGlobalSettings field must match the username and password that appear in the USERACCOUNT table.

WPKSite(Event Lists the site.eventmanager.enabled.required key. This should be set to Manager Info) true in order for the Shift Builder to run through this server's event manager. This property is found in System Configuration > System Settings > Event Manager.

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Diagnostics Tools and usage

Text box ShiftBuilder (properties)

Description The following properties are listed: · site.service.ShiftBuilder.AlwaysBuildShiftsOnStartup -- If this property is set to true, the periodic shift builder is run every time the server starts up. This is set to true by default, for KDEMO databases. This property is found in System Configuration > System Settings > Service. Global.WtkScheduler.ShiftBuilderGovernor.Active -- If this property is set to 1, a limit is placed on the number of days populated by the periodic shift builder. The default value for this property is 1. This property is found in System Configuration > System Settings > Global Values. Global.WtkScheduler.ShiftBuilderGovernor.Days -- This property designates the maximum number of days populated by the periodic Shift Builder, if the global.WtkScheduler.ShiftBuilderGovernor.Active key is set to 1. The default value for this property is 30 days. This property is found in System Configuration > System Settings > Global Values. Global.WtkScheduler.ShiftBuilderThreads.Max -- This property designates the maximum allowed number of concurrent periodic shift builder threads. The default value is 5. This property is found in System Configuration > System Settings > Global Values. Global.WtkScheduler.MaximumDaysInFutureToCreateShifts -- This property designates the maximum number of future days for which shifts will be populated, starting with the current day. The default value is 270. This property is found in System Configuration > System Settings > Global Values.

·

·

·

·

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Diagnostic Tools

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Index

A

access control points Messaging system 47 Process Manager 47 Active X enabling 25 All Servers system information 55 Applications system information 57 archiving system log reports 83 Audit system settings 98 authentication LDAP default method 164 OTHER 165 proprietary 163 Windows Integrated authentication WinNT, multiple domains 163 WinNT, single domains 164

164

B

Background Processor employees excluded 58, 59 workspace 58 Business Automation system settings

clustering monitoring resources 317 Process Engine 317 color select for custom theme 181 specify custom colors in images 189 configuration settings before editing 94 editing 95 creating 317 custom Web Parts 274 to 286 considerations for transform files 281 creating non-QuickNav-based Web Parts 284 creating QuickNav-based Web Parts 277 to 283 creating with the XML API XSLT Chart 285 examples 275 including calculation logic in Web Parts 286 strategy for creating 276 customization create custom theme 179

99

D

data access profiles delegates 51 Data Source system settings adding 108 overview 107 database deleting a report 63 displaying a report 63

C

Clock Synchronize system settings Cluster Manager 44 about 319 setting up 320 105

Index

report display 62 report status 61 running a report 63 switching databases 110 system information 60 system settings 109 viewing a report 63 working with reports 63 database reports available reports 60 creating DRD files 63 deleting 63 Display workspace 62 displaying 63 DRD creation guidelines 65 running 63 viewing 63 delegate authority data access profile 51 using 50 deleting a logically deleted process template 309 deleting a profile 317 deploy custom theme 195 diagnosis run time 349 service 349 Web server 349 diagnostic tools Shift-Builder Diagnostic tool 352 SMTP Mail Server Diagnostic tool 351 SMTP Mail to Launcher Diagnostic tool 351 starting 350 Display system settings 116 DRD files creating 63 guidelines for creating 65 duplicating a profile 317

E

e-mail available notifications 40 diagnostics 351 multi-instance environment configuration 37 notification types 39 system settings 117 employees excluded retroactive pay calculation 59 totals calculation 58 Engines tab Process Administrator 317 Enterprise eTIME software components 36 Enterprise eTIME Portal adding and connecting Web Parts 249 to 254 changing ADP-specific Web Part settings 258 changing Web Part labels 260 changing Web Part titles and appearance 257 configuring charts for OWC compatibility 270 to 272 configuring health care Web Parts 262 to 264 configuring KPIs 264 to 269 creating a visual theme 287 creating custom Web Parts 274 to 286 creating Help for custom Web Parts 290 customizing ADP Web Parts 257 to 273 customizing sample portal pages 255 customizing Web Part Help topics 288 linking Help to custom Web Parts 291 match suite custom theme 196 page configuration options 245 purpose 244 sample portal pages 245, 247 troubleshooting 292 using the ADP Web Part page template 256 Web Parts 245 to 247 environments multi-instance 36

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Index

Event Manager multi-instance environment configuration system settings 120 working with system settings 122

37

L

LDAP authentication default method 164 Licenses system information 67 Locale system settings 140 log file gathering collecting files 88 gathering files 88 listing files to be gathered 86 opening gathered files 89 overview 85 log files archiving system log reports 83 system settings 145 log on changing the relogon session timeout enabling Active X 25 overview 24 single sign-on 24 Log Reports filtering 82 overview 76 running 82 log reports archiving 83 Logging Context system settings 148 logo prepare for custom theme 184 logoff timer, changing 165 logs Event Manager 123

F

function access profiles Messaging system 47 Process Manager 47, 305

G

Global Values system settings 126 Global Values tab Process Manager settings 46 vacation bidding application settings 46 group edits clearing results screen 138 multi-instance environment configuration 37 system settings 136

31

H

HyperFind queries and Reports To field 48

I

images specify colors for custom theme 189

J

Java Plug-in system settings 139

K

key performance indicators configuring 264 to 269 K-mail task and system settings 149 KPIs configuring 264 to 269

M

Messaging system access control points 47 system settings 149 Meters system information 68 multi-instance environments configuration overview 36

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Index

configuring E-mail 37 configuring Event Manager 37 configuring Group Edits 37

N

navigation, offline 25 new process profile 317 Notification server 39

O

offline mode 25 changing superuser account 29 online mode changing SuperUser account 29 OTHER authentication 165 Overtime equalization enabling in system settings 127 overview 317

P

People Editor updating Reports To field 49 pooling about 321 pool building 321 setting up 321 Portal, Enterprise eTIME adding and connecting Web Parts 249 to 254 changing ADP-specific Web Part settings 258 changing Web Part labels 260 configuring charts for OWC compatibility 270 to 272 configuring health care Web Parts 262 to 264 configuring KPIs 264 to 269 creating a visual theme 287 creating custom Web Parts 274 to 286 creating Help for custom Web Parts 290 customizing ADP Web Parts 257 to 273

customizing sample portal pages 255 customizing Web Part Help topics 288 linking Help to custom Web Parts 291 match suite custom theme 196 page configuration options 245 purpose 244 troubleshooting 292 using the ADP Web Part page template 256 predefined data Enterprise eTIME QuickNav profile 302 HyperFind Query 301 logon profiles 304 people 303 Primary Labor Account system information 69 printers enabling 151 system settings 150 printing list of profiles 317 Process Administrator 45 abort a process 308 changing status of tasks 314, 315 changing status tasks 313 delete a process 308 delete a process template 308 Engines tab 317 marking completed tasks 314 overview 305 Process Analysis tab 315 Process Details tab 311 process status 306 reassigning tasks 313 reports 310 resource workload 317 restart a process 309 start 305 status of all tasks 311 task statistics 315 viewing task properties 315

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Index

Process Analysis tab Process Administrator 315 Process Designer 44 logging on with Windows Vista 44 overview 44 Process Details tab Graphical Detail view 312 Process Administrator 311 Process Resources view 311 State Analysis Detail view 313 Tabular Detail view 312 XML Detail view 311 Process Engine 44 clustering 317 Process Manager access control points 47 activating templates 317 categorizing process templates 317 components 44, 45 deactivating templates 317 Global Values settings 46 overview 44 system settings 99, 305 troubleshooting 318 upgrading 45 process profiles creating new 317 deleting 317 duplicating 317 editing 317 printing list 317 renaming 317 Process Profiles editor 44, 317 starting 317 process templates activating 317 categorizing 317 deactivating 317 deleting 308

Process Templates editor 44 overview 317 viewing 317 processes aborted 307 aborting 308 active 307 changing task status 313 counts 310 deleting 308 done 307 Graphical Detail view 312 Process Resources view 311 ready 307 restarting 309 State Analysis Detail view 313 status 310 Tabular Detail view 312 task statistics 315 viewing reports 310 viewing status 306 viewing task status 311 XML Detail view 311 profiles creating new process profile 317 deleting a process profile 317 duplicating a process profile 317 editing a process profile 317 printing list of process profiles 317 renaming a process profile 317 properties modifying 34 properties files file types 34 groups 34 overview 34 properties validation 97 property groups 34 proprietary authentication 163

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Index

R

registry keys UNIX 343 Windows 342 relogon session timeout changing Enterprise eTIME session 32 changing JBoss session 32 overview 31 renaming a profile 317 report terminology 199 reports concept overview 198 for processes 310 system settings 157 terminology 199 Reports tab Process Administrator 310 Reports To field Process Manager configuration 48 updating with People Editor 49 reports, system database report display 62 deleting a database report 63 displaying a database report 63 Log Reports 75, 76 running a database report 63 viewing a database report 63 resources counts 310 viewing workload 317 response file (XML) reading 280 Retention Policy Affected Databases system settings 152 Retention Policy Database Setup system settings 153 Retention Policy Options and Tuning system settings 154

S

security client 28, 30 overview 28 password 28 single sign-on 28, 346 system settings 160 server All Servers system information 55 logging on and off 24 managing remotely 26 Web and App Server system settings Service system settings overview 167 settings system configuration 22 severity levels Event Manager log 124 single sign-on configuring Enterprise eTIME 346 configuring SiteMinder 347 logging on 24 SMTP connectivity validating 351 SQL Coverage system settings overview 169 SQL tracing, enabling 170 Startup system settings 171 status of processes 310 of tasks 310 SuperUser account changing 29 system administration adding data source names 108 adding printers 151 changing logoff timer 165 clearing Group Edit Results 138 enabling printers 151 enabling SQL tracing 170

173

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Index

offline mode 25 switching databases 110 understanding authentication 163 working with Event Manager 122 System Configuration Log Report 75, 76 overview 23 Process Profiles editor 317 Process Templates editor 317 System Settings 91, 93 system configuration overview 22 Process Administrator 305 system information 53, 54 system information All Servers 55 Applications 57 Background Processors 58 database information 60 database report status 62 Database workspace 60 employees excluded 58, 59 Licenses 67 Meters 68 overview 53, 54 Primary Labor Account 69 Threads 71 User 73 system log reports archiving 83 filtering 82 overview 75, 76 running 82 system reports database report status 61 deleting a database report 63 displaying a database report 63 Log Reports 75, 76 running a database report 63

viewing a database report 63 working with database reports 63 system security authentication 163 system settings Audit Settings 98 before editing 94 Business Automation 99 Clock Synchronize 105 Data Source 107 Database 109 Display 116 editing 95 E-mail 117 Enterprise eTIME Portal 116 Event Manager 120 Global Values 46, 126 Group Edits 136 Java Plug-in 139 Locale 140 Log File 145 Logging Context 148 Messaging tab 149 overview 91, 93 Printers 150 Process Manager 305 Reports 157 Retention Policy Affected Databases 152 Retention Policy Database Setup 153 Retention Policy Options and Tuning 154 Security 160 Service 167 SQL Coverage 169 Startup 171 task buttons 95 Transformation 172 values validation 97 Web and App Server 173 working with 95

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Index

T

tasks changing status 313, 314, 315 marking as done 314 reassigning 313 status 310 viewing properties 315 viewing statistics 315 viewing status 311 template categories 317 templates activating 317 categorizing 317 deactivating 317 Web Part page for Enterprise eTIME Portal 256 theme create custom theme overview 27 create new theme folder for custom theme 180 deploy 195 edit theme style sheet 185 extend to Enterprise eTIME Portal 196 select colors for 180 specify custom colors in images 189 test 194 use custom logo 184 theme.css file 185 Threads system information 71 tools diagnostic 349 transform file (XSL file) 282 Transformation system settings 172 troubleshooting Enterprise eTIME Portal 292 SQL tracing 170

U

UNIX registry keys 343 User system information 73

V

vacation bidding application Global Values settings 46 validate SMTP connectivity 351 validation, system settings 97 visual theme creating for the Enterprise eTIME Portal

287

W

Web and App Server system settings 173 Web Part Help customizing 288 Web Part Help topics creating 290 linking to custom Web Parts 291 Web Part page template 256 Web Parts adding and connecting 249 to 254 changing ADP-specific settings 258 changing labels 260 changing titles and appearance 257 configuring charts for OWC compatibility 270 to 272 configuring health care Web Parts 262 to 264 considerations for transform files 281 creating custom Web Parts 274 to 286 creating non-QuickNav-based Web Parts 284 creating QuickNav-based Web Parts 277 to 283 creating with the XML API XSLT Chart 285 customizing 257 to 273 examples of custom Web Parts 275 how they work 274

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Index

including calculation logic in Web Parts strategy for creating 276 Windows Integrated Authentication 164 Windows Vista logging on to Process Designer 44 WinNT authentication mulitiple domains 163 single domains 164 workflow notifications access 42 available notifications 40 notification types 39 overview 39 setting up 41

286

X

XML response file reading 280 XSL transform file 282

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Index

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