SuccessFactors Integration


What is the SuccessFactors Integration?

The SuccessFactors Integration automatically syncs your SuccessFactors instance with updated courses from Pluralsight on a daily cadence. Your user’s completion data can also be synced with SuccessFactors in near real time providing a one stop shop for users to view and manage all their Pluralsight content in SuccessFactors's ecosystem.

This integration is in BETA. All customers are invited to opt in to the Beta release stage, however it is meant to be used with caution. When considering using an integration that is in Beta, please be aware of some potential drawbacks:

  • Known or unknown data integrity issues (missing or incorrect data).

  • Although the integration in this stage has been tested by our team, broader and more at scale use may surface areas for improvement.

  • Changes are rare, but the integration is not guaranteed to not change before a General Release.

  • Shortened deprecation timeline for handling any breaking changes.


Setting up the Integration

Course Completion Tracking

Your IdP must be configured to send the SuccessFactors unique user identifier to Pluralsight. If users ID's do not match between systems, the course completion tracking will fail. Course completions will be sent back to your SuccessFactors instance in near real time.



Create OCN Admin Role

  1. Navigate to the Learning Administration enviroment and go to System Administration > Security > Role Management

  1. Click Add New

  1. For the Role ID field, enter OCN_ADMIN

  1. Click on the Add button

new-role

  1. Navigate to Permissions, and click the link under Add Permissions to the Role

add-role-permissions

  1. In the Add Permissions to Roles section, enable Learning Activities, Search, and People Management

role-permissions

  1. Set Status Restriction to Active for each activity under Permission Restrictions:

    • Add Item

    • Add Item Libraries

    • Edit Item

    • Edit item Libraries

    • Edit Item Finance

    • Edit Item Cost/Price

    • Edit Item Custom Fields

    • Edit Item State

    • Open Content Network Import

    • View Item

    • View Item Libraries

    • View Item Finance

    • View Item Cost/Price

    • View Item Custom Fields

    • Search User

    • Add History Record


  1. Click on the Apply Changes button


Create System Admin User

  1. Navigate to the Learning Administration enviroment and go to System Administration > Security > Administrators

  1. Click the Add New button at the top right of the screen

  1. For the Admin ID field, enter PSADMIN

  1. Create a new password and click Add

new-admin

  1. Select the Assigned Roles tab. If this integration is your first SuccessFactors instance, click the Edit button

  1. In the Role ID field, enter "OCN_ADMIN", then click Add

assigned-roles


  1. Select the Summary tab

  1. At the bottom of the page select Generate a new Client Secret. Save the client secret for later reference. (Note: Do not copy the hashed value. Your client secret will not contain any special characters)

client-secret


Retrieve your Client ID

  1. Navigate to the Learning Administration enviroment and go to System Administration > Configuration

  1. Select OAuth Token Server

  1. Save the Client ID for future reference





Configure OCN Property File

  1. Navigate to the Learning Administration enviroment and go to System Administration > Configuration > System Configuration

  1. Select the Open Content Network option in the configuration file and click the Edit icon (Pencil Icon).

ocn


  1. Scroll to the bottom of the file.

  1. Copy and paste the values below into the configuration file

    providers[PLURALSIGHT].enabled=true
    providers[PLURALSIGHT].name=Pluralsight
    providers[PLURALSIGHT].label=label.u.ProviderPluralsight
    providers[PLURALSIGHT].syncCourses=true
    providers[PLURALSIGHT].baseLaunchUrl=https://app.pluralsight.com
    providers[PLURALSIGHT].pricingModel=


  1. If Pluralsight is your first OCN integration, enter the three additional parameters. To find the possible values, follow the click paths below:

    • defaultValues.itemType[default]:
      References > Learning Activities > Item Types > Do a blank search > choose the necessary item type and add it to the value parameter in the OCN property file

    • defaultValues.itemCompletionStatus[default]:
      References > Manage Users Learning > Completion Status > Do a blank search > choose the necessary item completion and add it to the value parameter in the OCN property file

    • defaultValues.domainID[default]:
      System Admin > Security > Security Domains > Do a blank search > choose the default domain where the item would be created and add it to the parameter in the OCN property file

    These values vary per SuccessFactors deployment. Pluralsight cannot provide guidance regarding which values you should use. If you have questions, contact SuccessFactors support


  1. Click Apply Changes


Add the Pluralsight Logo

  1. Select the Logo tab

  2. Select local image file and click Upload


logo


OCN Content Synchronization Automatic Process

  1. Navigate to the Learning Administration enviroment and go to System Administration > Automatic Processes

  1. Select Open Content Network Content Synchronization

  1. Select the Schedule This Process check input box

  1. Select the Daily radio button

  1. In the Time of Day field, specify desired time to run the automatic process

  1. Click the Apply Changes button

auto-process


Create Pluralsight label

  1. Navigate to the Learning Administration enviroment and go to References > Manage Labels > Labels

  1. Click the Add New Button

  1. In Label Type, enter "LABEL" and click Next


  1. In Label ID, enter "ProviderPluralsight"

  1. In Description, enter "Pluralsight Label"

  1. In the Use By drop down field, select "Both"

  1. Select Assign to All Locales

  1. Click Add

new-label

  1. Select the Locales tab

  1. For every Active Locale ID, enter "Pluralsight"

  1. Click Apply Changes

locales




Add Integration in Pluralsight

  1. Navigate to the Integration Portal

  1. If you do not have a subscription to the SuccessFactors integration powered by Pluralsight, the page will prompt you to select your LMS/LXP provider. Click the dropdown and select 'SuccessFactors'. If you do have pre-existing subscriptions, they will display on the page and you will be able to edit them.

  1. Fill out the required information in the form.

  • Provider: Determines which LMS/LXP provider the integration will use. Select 'SuccessFactors'.

  • Technical Contact: The email(s) where notifications will be sent regarding the integration. To use multiple emails, seperate the emails with a comma: example1@test.com, example2@test.com

  • Base URL: The URL to your SuccessFactors instance

  • Client ID: The client ID to retrieve an access token; Previously generated on the SuccessFactors side.

  • Client Secret: The client password to retrieve an access token; Previously generated on the SuccessFactors side.

  • Status: Determines whether your Course Catalog Sync or Course Completion Tracking subscriptions are active or not. If subscription is set to Inactive, Course completion statements will NOT be sent to your statement URL and the Catalog sync will not update your course library on the SuccessFactors side.

  1. Click the Save button. Your SuccessFactors subscription is now running.

integration-portal


Import content and add to library

  1. Once the sync has completed, you will have to manaually import the courses from the OCN into your SuccessFactors instance. Navigate to Content > Open Content Network

  1. Select Pluralsight as the content provider and Not Imported and Active as the filter criteria. Then click Search

  1. Select and import the courses. You may increase the page size to grab more courses. This may require a background job to complete. Any new courses will have to be imported manaually. Updating courses happens automatically through the sync once they have been imported. You may choose the cadence of importing new courses, most organizations do it on a weekly basis

  1. Once imported, the courses must be assigned to a library of your choosing

import-ocn


Error Handling

In the event that we encounter an error trying to sync the course catalog with your SuccessFactors instance, we will send an email to your technical contact alerting them of the issue. For more information on how we deal with errors with course completion tracking, navigate to this page and scroll down to the Error Handling Policy section.