LMS 365 Course Creator & Catalog Add-in Installation Guide. Version 2.3

Transcription

1 LMS 365 Course Creator & Catalog Add-in Installation Guide Version 2.3

2 CONTENTS OVERVIEW AND SOFTWARE REQUIREMENTS... 3 AUDIENCE... 3 ABOUT LMS SUBSCRIBE TO ALERTS... 4 SERVER SOFTWARE REQUIREMENTS... 4 BEST PERFORMANCE PRACTICES... 4 CLIENT REQUIREMENTS... 5 INSTALLING THE ADD-IN... 5 DEPLOYING THE ADD-IN IN YOUR TEAM SITE... 8 PREPARING THE TEAM SITE TO RUN THE ADD-IN FOR THE VERY FIRST TIME... 9 ENABLING CUSTOM SCRIPTING OPTION... 9 SETTING THE ADMINISTRATOR PERMISSIONS RUNNING THE ADD-IN ADDING COURSE CATALOG WEB PART SETTING UP PERMISSIONS FOR AZURE AD LICENSE INFORMATION TRIAL LICENSE ACTIVATE A LICENSE MANAGING ACTIVATED LICENSE UPDATE UNINSTALL

3 OVERVIEW AND SOFTWARE REQUIREMENTS Audience This guide has been written for the Tenant Administrator to install the LMS365 Course Creator & Catalog Add-in and associated Add-ins and Web Parts and create a fully working solution. For detailed information about configuring the LMS365 Course Creator & Catalog Settings please consult the User Guide. About LMS365 LMS365 is a collection of add-ins which will enable you to create new course sites, including selected add-ins, in SharePoint Online. A short description of each add-in is listed below. LMS365 Course Creator & Catalog Add-in is the main add-in that brings all add-ins together, it allows you to create new course and training plan sites and provides a course catalog, for this to happen it requires Full Control permissions on your tenant. It also utilises other add-ins such as the SCORM & AICC Player, Learning Module Builder, Quiz Builder and Assignments & Grade Book Add-in. LMS365 SCORM & AICC Player Add-in is the SCORM & AICC player for LMS365 and can be automatically included to the new course sites created by the LMS365 Course Creator & Catalog Add-in. To do this, the SCORM & AICC add-in must be installed on the same site as the LMS365 Course Creator & Catalog add-in before any new course sites can be created. For more information on the SCORM & AICC Player add-in installation see the LMS365 SCORM & AICC Player Add-in Installation Guide available on LMS365 Learning Module Builder Add-in - is designed for organizing Documents, Videos, SCORM/AICC packages etc. into sequenced learning steps. Learners move to the next step only after they have completed previous one, ensuring progress and making it possible to see where they are in the learning process. There is no better way to expose learners to new concepts in the most efficient order and to ensure learners are not confused or lost along the way. LMS365 Quiz Builder Add-in - is designed for creating quizzes that can be used as intermediate or final tests in the learning process. A Quiz is a type of examination consisting of several question types such as Multiple Choice, Multiple Answer, True or False, Ordering Answers or Matching Answers. The interactivity and complexity that quizzes provide get Learners more interested and involved in the learning process. LMS365 Assignments & Grade Book Add-in is designed for creating, managing, tracking and grading Assignment tasks on course sites created by the LMS365 Course Creator & Catalog Addin. To do this, the Assignments & Grade Book Add-in must be installed on the same site as the LMS365 Course Creator & Catalog Add-in before any new course sites can be created. 3

4 Subscribe to Alerts You can subscribe to alerts by visiting the download area or by using the QR code showing on the left. Server software requirements The Add-in has been developed to run within the Microsoft Office 365 SharePoint Online environment. Best performance practices Our add-ins associate Learner role users with members of a SharePoint group (by default SharePoint Members Group). Due to SharePoint limitations the maximum number of enrolments per course is 5000 users. Our LMS365 SCORM & AICC Player Add-in was tested with 3000 concurrent learners. 4

5 Client requirements Brower Type Designed to work with Internet Explorer 11 Designed to work with Internet Explorer 10 Designed to work with Internet Explorer 9 Designed to work with Internet Explorer 8 or earlier versions Designed to work with the latest version of Firefox Designed to work with the latest version of Google Chrome Designed to work with the latest version of Safari Supported Yes No No No Yes Yes Yes INSTALLING THE ADD-IN To install the LMS365 Course Creator & Catalog Add-in to your local Add-in Catalog you must follow the steps listed below: 1. Login to the Office 365 Admin Center with your Administrator Account; 2. On the left-side menu you will see Admin tab, click it and then SharePoint : 5

6 3. On the left side you will see apps, click it followed by App Catalog shown on the top of the page. In some cases you might have to create the Add-in Catalog before you are able to move on to the next step. For assistance creating the Add-in Catalog go here. 4. In preparation to the installation of the LMS365.add-in file to the App Catalog you will need to upload the LMS365 add-in images also provided in the zip file Course Creation and Catalog Add-in (download it from our download area). They must be uploaded to the assets library of the App Catalog. To do this click Site Settings followed by Site Contents. Click the Site Assets library and upload the LMS365 Images and Icon, not the LMS365.add-in file. 5. To upload the LMS365 Course Creator & Catalog add-in to the App Catalog click Apps for SharePoint link in the left navigation bar. Click upload icon and browse the LMS365.add-in file, which can be found in the zip file (download it from our download area). Once the add-in is uploaded click edit icon and enter the details as shown in the table below and then click Save. 6

7 Field Name MetaData Language Default MetaData Language Short Description Description Icon URL Icon Description Category Publisher Name Support URL Image 1 URL Image 1 Description Image 2 URL Image 2 Description Image 3 URL Image 3 Description Video URL Enabled Featured Value LMS365 English Learning Management System for Office 365 LMS365 unites advanced learning technology with the authoring, collaboration, and social features of Office 365 to create a powerful learning management system learners already know how to use. LMS 365 s unique approach makes it easy to respond to any training need in the most efficient, effective way without programming, system integration, unwanted complexity, or technology overkill. Learning Management System for Office 365 Training ELEARNINGFORCE International Course Catalog Administrator View Course Creation Page Course Site with My Learning Module App Part For the installation of the Add-in the user must have Tenant Administrator rights and Site Collection Administrator rights. Please note that the Add-in can be installed on Team Sites only. 7

8 DEPLOYING THE ADD-IN IN YOUR TEAM SITE Go to the Team Site you wish to install the LMS365 Course Creator & Catalog Add-in and follow the steps below: 1. Click Settings and Add an App from the drop-down; 2. Locate the LMS365 Course Creator & Catalog Add-in and click to install the add-in: 3. Click Trust it to enable the Add-in to function properly: 8

9 Preparing the Team Site to run the Add-in for the very first time Before you can start using the Add-in, you must enable Custom Scripting on your tenant. Enabling Custom Scripting option is required to successfully create courses and training plans. Enabling Custom Scripting Option To ensure courses and training plans are created successfully you need to have Custom Script options enabled in the tenant settings. To do this, follow the steps: 1. Go to the SharePoint Admin Center; 2. Select Settings; 3. Under Custom Script select Allow users to run custom script on personal sites and Allow users to run custom script on self-service created sites : 9

10 4. Click OK button. It takes about 24 hours for the change to take effect. For more information see the following link. If Custom Script is not enabled on the tenant, you will see the following message on the course/training plan creation form: Setting the Administrator permissions It is required to add LMS365 administrator to the site Owners group in order to administer the add-in. To do this, follow the steps: 1. Go to Site Settings : 10

11 2. Click People and groups link: 3. Select the Site Owners Group from the left menu and click it followed by New and Add Users : 11

12 4. Add the user(s) you want to be able to administer the LMS365. There may be a delay between adding yourself to the Group and the add-in allowing access. This is normal SharePoint behaviour and outside of our control. Running the Add-in To start using the LMS365 Course Creator & Catalog add-in, click the link that is showing in the Recent items in the left navigation menu. Alternatively you can go to the Settings > Site Content and click the LMS365 Course Creator & Catalog Add-in. When you run the add-in for the very first time, you will be required to select Tenant Region for LMS365 data storage. NOTE: If you have added the Course Catalog Web Part to your site, you will see the following message: 12

13 Go to the Administration Back-end and select necessary Region: Then click Next button. You will presented with the following screen: From this page you can confirm the Tenant Region or go back to select another one. 13

14 NOTE: Remember that you can select Region once only (i.e. if you have previously selected the Region, there will be no such a step for other add-ins). After you have selected the Region, it will be applied for all add-ins of LMS365 suite and could not be changed on your own initiative (only by request). After you have selected the Region and the tenant has been provisioned, you will be asked to accept the License Agreement. Check option I accept terms in the license agreement and click Continue to accept the license agreement and start using the Add-in. If you do not accept the license agreement you are unable to use the add-in and you must uninstall the add-in from your tenant. After you accept the terms and conditions this page will not be shown again, even if you install the add-in to another site within your tenant: Once you have accepted the License Agreement you will see the LMS365 Course Creator & Catalog License Activation page: 14

15 You can activate license as described below. You can run your Course Catalog from Course Catalog page: Or you can add the Course Catalog Web Part to your team site as described below. ADDING COURSE CATALOG WEB PART The LMS365 Course Creator & Catalog Add-in comes with a Web Part named Courses Catalog. The Web Part will allow the users to see the Course Catalog from with their Team Site and enroll and visit courses from there. To add the Web Part you must edit the page: Once in Edit Mode you click the Insert Tab followed by Web Part, select Course Catalog in LMS365 category and click Add : 15

16 The Web Part has now been inserted in the page and will state that there are No available courses in the catalog : Click the Save icon in the Menu to save the page: The page will now be saved. SETTING UP PERMISSIONS FOR AZURE AD Setting up permissions for Azure AD is a requirement for adding Azure AD Group principals as site members, and synchronizing user s information, such as user s manager and tracking whether user s profile is active or disabled. 16

17 NOTE: We support Dynamic Azure AD Groups as well. For more information visit Azure AD must be configured to trust our add-ins to be able to read users data. To give the application permissions to read users data you need to run a powershell script: Connect-MsolService $appprincipal = Get-MsolServicePrincipal -AppPrincipalId d01d- 4bab-ad1d-fa fa1 Add-MsolRoleMember -RoleMemberType ServicePrincipal -RoleName "Directory Readers" -RoleMemberObjectId $appprincipal.objectid The script adds LMS365 Course Creator & Catalog add-in to the Directory Reader role. It means that the add-in can read users data. The script requires Windows Azure Active Directory Modules for Windows PowerShell: NOTE: The LMS365 Course Creator & Catalog add-in should be installed prior to running the script. NOTE: Other ELEARNINGFORCE add-ins will also be able to read members of Azure AD groups after running this script. Running the script requires Tenant Administrator rights. LICENSE INFORMATION User has to be added to Site Owners group as described in section Setting the Administrator permissions to be able open LMS365 Course Creator & Catalog add-in Administration Back-end. Trial License The Free Add-in comes with a 30 day trial license included and the number of users is unlimited. There is no need to obtain a license during the trial period. 17

18 To check the status of the license, go to the Administration back-end and click Course Creator link under License Information link in Settings section of the sidebar. License information will be displayed: Start Date shows start date of the trial period; End Date shows end date of the trial period; Current number of users shows current number of users (Learner group members in courses are counted. Only unique learners are counted across each course). Current number of users is counted for all sites of the tenant; NOTE: Deleted/disabled in AD users are not counted in current number of users. License Key field for entering license key. The number of users will increase when Learners are enrolling in courses. Activate a License If you have received a License Key from ELEARNINGFORCE you can add this in the License Key field and click Activate button: 18

19 Upon successful License activation a confirmation page will be displayed: To check the status of the license click License Information tile. License information will be displayed: 19

20 Start date shows start date of your license; End Date shows end date of your license; Max number of users shows maximum number of users allowed by your license. If maximum number of users was exceeded it is possible to delete users to meet the license limitations (delete Learner from a course or delete a member of Visitors group); Current number of users shows current number of users (Learner group members in courses are counted. Only unique learners are counted across each course). Current number of users is counted for all sites of the tenant; NOTE: Deleted/disabled in AD users are not counted in current number of users. License key shows last symbols of your license key. LMS365 Administrator will see the following message in the Administration Back-end when license has expired: 20

21 OR the following message when the maximum number of users was exceeded: NOTE: When maximum number of users has been reached or license has expired, you have 14 days period for handling license issues. During this period, the system does not stop working, only a warning (depending on what has happened) appears in the Administration Back-end: Learners could continue working with the LMS during the 14 days period. After 14 days period (if license issues have not been handled), Leaners will see the following message when trying to access the add-ins: 21

22 Managing Activated License After you have activated License, you can specify notification settings. In Notifications section, you can specify whether to send notifications when maximum number of users is reached and/or number of days when license is about to expire and/or number of days after license is expired. In the first case, specify number of users in % (you can specify several number of days separated by comma; by default, 50 and 99 % are set), in the second, specify number of days before license expires (you can specify several number of days separated by comma; by default, 30, 14, 7, 1 days are set), and in the third case, specify number of days after license expires (you can specify several number of days separated by comma; by default, 0, 5, 10 days are set), and then choose user(s) who will receive notification: In the User Administration section, you can specify users that you want to unenroll from all courses and training plans. To do this, specify the needed user(s) and then click Unenroll button: 22

23 To download user license report, in which all users that are counted in the license will be specified, click Export to Excel button. Information will be presented in the following form: UPDATE To update the LMS365 Course Creator & Catalog Add-in, upload a new version of the App Package to the App Catalog: To do this, follow the steps described here. After the uploading is done, an update for the add-in will be available on your Tenant: 23

24 1. Go to Settings > Site Contents; 2. Open the Add-in settings and select About: 3. Click Get It button to get a new version of the add-in: 4. Click Trust it button to enable the Add-in to function properly: 24

25 The new version of the add-in is now will be available. UNINSTALL To uninstall the LMS365 Course Creator & Catalog Add-in from your SharePoint site, do the following: 1. Go to Settings > Site Contents; 2. Open the Add-in settings and select Remove: 3. Confirm the uninstall: 25

26 The Add-in will be deleted from the site. The Web Part Courses Catalog will be deleted from all pages, to which it had been added. All Users who are members of Owners group can uninstall the Add-in. 26