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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.

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Published by Kronos Incorporated


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Document Revision History

Document Revision Product Version Release Date

A Workforce Central 6.0 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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Contents

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

Workforce Central System Administrator’s Guide 7


Contents

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

Workforce Central System Administrator’s Guide 9


Contents

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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

• 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.

Workforce Central System Administrator’s Guide 13


About This Guide

Abbreviations and Terminology


This guide uses the following abbreviations and terms:

Abbreviation/Terms Meaning
ADSI Microsoft Active Directory Service Interface
API Application Programming Interface
BGP Background Processor. A platform on which a Background
Totalizer application runs.
daemon A process that runs in the background and performs a specified
operation at predefined times or in response to certain events.
DCM 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.
DNS Domain Naming Service
DSN Data Source Name
GUI Graphical User Interface
HTTP HyperText Transfer Protocol. A communication protocol
between a client and a server.
HTTPS HyperText Transfer Protocol Secure. A communication protocol
with encryption security, using a Secure Sockets Layer.
IE Microsoft Internet Explorer
IP Internet Protocol address
ISO International Standards Organization
JDBC Java Database Connectivity
JRE Java Runtime Environment
JSP Java Server Page
JVM Java Virtual Machine
LDAP Lightweight Directory Access Protocol
ODBC Open Database Connectivity
PDF Portable Document Format
RSA A public-key cryptosystem developed by RSA, Inc.

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Abbreviations and Terminology

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

Workforce Central System Administrator’s Guide 15


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 suite documentation

• 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.

Workforce Central System Administrator’s Guide 17


About This Guide

• 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.

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.

Workforce Central System Administrator’s Guide 19


About This Guide

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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
Chapter 1 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.
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.
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.

Workforce Central System Administrator’s Guide 23


Chapter 1 Introduction

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://

Workforce Central System Administrator’s Guide 25


Chapter 1 Introduction

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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Chapter 1 Introduction

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

• 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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Chapter 1 Introduction

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.
• 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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Chapter 1 Introduction

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</session-
timeout></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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Chapter 1 Introduction

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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Working with property files

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

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Chapter 1 Introduction

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, System@host.com.
• 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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Chapter 1 Introduction

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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Chapter 1 Introduction

– 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 user-
selected 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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Chapter 1 Introduction

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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Working with Workflow Notifications

• 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 Description


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


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

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Chapter 1 Introduction

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 Vista™ 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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Configuring Process Manager and Process Designer

• 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 Process Manager 5.1 and later


global.wba.processengine.enabled wba.processengine.enabled
global.wba.processengine.heartbeat.interval wba.processengine.heartbeat.interval
global.wba.processengine.initialdbconnections wba.processengine.initialdbconnections
global.wba.processengine.maxdbconnections wba.processengine.maxdbconnections
global.wba.processengine.mrucachecapacity wba.processengine.mrucachecapacity
global.wba.processengine.threadpoolsize 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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Chapter 1 Introduction

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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Configuring Process Manager and Process Designer

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 Open an online form
Everyone Start a business process
Everyone View the Inbox
Everyone Access to Task List
Workforce Employee Employee access to Actions list
Workforce Manager - Department Manager Manager access to Actions list
Workforce Manager- Common Setup Process Manager setup
Workforce Manager - Common Setup Process Administrator access
Workforce Manager - Common Setup Add templates to process profiles:
• Add
• Edit
• View
• Delete
Workforce Manager - Common Setup Activate process templates
Workforce Manager - Common Setup Assign process profiles
People Editor > Person Tab
API’s > API Beans Access to Process Manager data
(required for Process Designer)

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Chapter 1 Introduction

Messaging
Everyone View the Inbox
Everyone 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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Chapter 1 Introduction

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 1 Introduction

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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
You can perform the following actions:
• 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
Click Background Processors to return to the Background Processors
workspace.

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Chapter 2 System Information

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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Database information

– 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
The following menu items are available:
• 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
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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Database information

• 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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Chapter 2 System Information

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
The following actions are available:
• 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.
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.
• State — Identifies the current status of a thread:
– 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.

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– Ready and waiting for work.


• Controller — Identifies if the thread is a Controller or Worker.
– For a Worker thread, this column identifies its parent Controller thread.
– For a Controller thread, this column has a blank value.
• 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)
• JBoss application server
– Kronos\jboss\server\instance_name\log\boot.log
– Kronos\jboss\server\instance_name\log\server.log
• Workforce Central license
– Kronos\instance_name\licensing\LicenseConversion.vls
• Reports
– \Kronos\instance_name\logs\WFCReporting<#>.log
• Event Manager
– \Kronos\instance_name\logs\WFCEvtMgr.log
• Workforce Central start up
– \Kronos\instance_name\logs\StartupError.log
– \Kronos\instance_name\logs\StartupInfo.log
• Process Manager
– \Kronos\processdesigner\kpe\kpe.log

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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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Listing the log files to be gathered

• 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
It also contains descriptions of the following System Settings tabs:
• “Audit Settings” on page 98 • “Logging Context settings” on page 148
• “Background Processor settings” on page 102 • “Messaging settings” on page 149
• “Business Automation settings” on page 99 • “Printers settings” on page 150
• “Clock Synchronize settings” on page 105 • “Reports settings” on page 157
• “Database settings” on page 109 • “Record Retention - Affected Databases
settings” on page 152
• “Data Source settings” on page 107 • “Record Retention - Database Setup settings”
on page 153
• “Display settings” on page 116 • “Record Retention - Options & Tuning
settings” on page 154
• “E-mail settings” on page 117 • “Security settings” on page 160
• “Event Manager settings” on page 120 • “Service settings” on page 167
• “Global Values settings” on page 126 • “SQL Coverage settings” on page 169
• “Group Edits settings” on page 136 • “Startup settings” on page 171
• “Java Plug-in settings” on page 139 • “Transformation settings” on page 172
• “Locale settings” on page 140 • “Web & App Server settings” on page 173
• “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
Chapter 5 System Settings

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 retro-
totalization.
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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Database settings

• 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 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 e-
mail, 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 e-
mail 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 multi-
instance 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 somebody@companyname.com, even if it is not a valid address.
Value: installed default=notification@company.com
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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E-mail settings

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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Event Manager settings

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 settings

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.
• Recovery — Values vary depending on your platform.
– 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.

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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Chapter 5 System Settings

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 Values settings

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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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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Chapter 5 System Settings

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 multi-
instance 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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Chapter 5 System Settings

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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Chapter 5 System Settings

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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Chapter 5 System Settings

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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Chapter 5 System Settings

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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Log file settings

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 comma-
delimited 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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Chapter 5 System Settings

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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Chapter 5 System Settings

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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Chapter 5 System Settings

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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Chapter 5 System Settings

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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Record Retention - Options & Tuning settings

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 non-
totalized 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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Chapter 5 System Settings

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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Security settings

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 HR™ and Workforce Payroll™ (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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Security settings

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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Security settings

– 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.
– 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.
– 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 client-
side “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 Definition
http Standard mode
https Secure mode
system 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

Color Group 1
100% of Primary color 1
RGB(127,185,143)
Primary color 1 Color Group 2
70% of Primary color 1
Lightest color 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)
Primary color 2 Color Group 5
70% of Primary color 2
Medium color RGB(91,140,185)
Color Group 6
40% of Primary color 2
RGB(161,189,215)
Color Group 7
100% of Primary color 3
Primary color 3
RGB(52,73,93)
Darkest color Color Group 8
25% of Primary color 3
RGB(204,209,214)

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 Selected tab menu


Tab menu
Utility links

Hide/show
button

Tab menu links


Selected row Selected tab
menu link
Row stripe

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 Color group RGB values


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

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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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
Color group Selector change
1 #kronos .NavBar background
2 #kronos .ActionBar background-color
#kronos .ActionBar .Action background-color
#kronos .ActionBar .Action.Hover background-color
#kronos .TabBar background-color

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Property to add or
Color group Selector change
3 #kronos .TabBar .Tab.Selected background-color
#kronos .TabBar .Tab.Selected.Hover background-color
#kronos .Tabular TH background-color
#kronos .Tabular TD.Selected background-color
#kronos .TabBar .Tab.Selected background-color
#kronos .WorkArea .Panel background-color
4 #kronos .TabBar .Tab.Selected color
#kronos .TabBar .Tab.Selected.Hover color
#kronos .NavBar .TabMenuSelected background-color
#kronos .WorkArea .Button.Hover background-color
#kronos .WorkArea .Button background-color
#kronos .SuiteBar .ActionSelected color
#kronos .SuiteBar .ActionSelected:Hover color
5 No changes required. No changes required.
6 #kronos .Tabular TR.Selected background-color
#kronos .Tabular TR.Active background-color
7 #kronos .NavBar .TabMenu background-color
#kronos .NavBar .TabMenu:Hover color
#kronos .NavBar .TabMenuLinks background-color
#kronos .NavBar .UtilityLinks color
#kronos .WorkArea .ContentPanel .HeaderBar color
#kronos .WorkArea .Heading color
#kronos .ActionBar .Action color
#kronos .ActionBar .Action.Hover color
#kronos .TabBar color

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Property to add or
Color group Selector change
8 #kronos .Tabular TR background-color
#kronos .SuiteBar .Action:Hover background-color
#kronos .SuiteBar .ActionSelected background-color
#kronos .Dialog 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 24-
bit 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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Chapter 6 Create a Custom Theme

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 Image file in \themes\custom\icons Save as


1 No images to change.
2 No images to change.
3 \suitenav\hide-top-navigation-hover 8-bit, PNG with
\suitenav\show-top-navigation-hover alpha
transparency

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Color group Image file in \themes\custom\icons Save as


4 \actions\action-link-arrow 8-bit PNG with
\actions\row-delete-hover alpha
transparency
\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
4 \suitenav\tab-menu-left (tab stroke only) 24-bit PNG
\suitenav\tab-menu-right (tab stroke only)
\suitenav\tab-menu-left-selected
\suitenav\tab-menu-right-selected

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Color group Image file in \themes\custom\icons Save as


5 \actions\row-delete 8-bit PNG with
\actions\row-down alpha
transparency
\actions\row-insert
\actions\row-up
\button\button-top-right-corner-disabled
6 \actions\selectpanel\move-all-left-disabled 8-bit PNG with
\actions\selectpanel\move-all-right-disabled alpha
transparency
\actions\selectpanel\move-selected-left-disabled
\actions\selectpanel\move-selected-right-
disabled
\actions\selectpanel\move-selected-down-
disabled
\actions\selectpanel\move-selected-up-disabled
\actions\vcr\go-back-disabled
\actions\vcr\go-forward-disabled
\suitenav\takemeto-dropdown-indicator-
disabled

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Color group Image file in \themes\custom\icons Save as


7 \actions\panel\condense-horizontal 8-bit PNG with
\actions\panel\condense-horizontal-box alpha
transparency
\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
7 \suitenav\tab-menu-left.gif 24-bit PNG
\suitenav\tab-menu-right.gif
\suitenav\tab-menu-left
\suitenav\tab-menu-right
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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Create a new theme folder for the custom theme

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-kronos-
theme.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 Description
background Options that control how information displays in the report header. You can set up
options or background options to identify selected option values, display calculated totals,
parameters 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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Overview

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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Chapter 7 Reports

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.

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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Chapter 7 Reports

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.

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.
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.

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/
Option Name Description Foreground
Absences Select Unexcused, Excused, or both F
Absences hd Displays the selected Absence types B
Actual/Adjusted Select Actual or adjusted amounts F
Actual/Adjusted hd Displays the selected Actual/Adjusted B
choice
Db timezone Displays the timezone of the database B
server
Decimal Format Formats time format to hh:mm or hh.hh B
Employee page break Select No or Yes to page break on each F
employee
Employee page break hd Displays the selected page break choice B
Exceptions Select one, multiple, or all types of F
Exceptions
Exceptions hd Displays the selected Exception Types B
From Timeframe Passes starting date for timeframe F
selection
Function Access Profiles Select one, multiple, or all function access F
profiles
Function Access Profiles hd Displays the function access profiles B
selected
Gmt server offset Returns the time difference, in seconds, B
between the timezones of the database
server and the reporting server
Holiday Credit Type Select Credited, Denied, or both F
Holiday Credit Type hd Displays the selected Holiday Credit B
Types
Import Type Select one, multiple, or all Import Types F
Import Type hd Displays the selected Import Types B

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Background/
Option Name Description Foreground
Import Batch Select one import batch or latest F
completed batch
Import Batch hd Displays the selected Import Batch B
Labor level count Displays the number of labor levels B
defined in the database
locale Passed in by the Workforce Central B
framework to determine the locale to be
used for report localization.
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.
Not Updated Emp List hd Passes list of employee/person IDs that B
are not up to date
Not Updated Emp Count hd Passes count of employee/person IDs that B
are not up to date
Pay Codes Select one, multiple, or all pay codes F
Pay Codes hd Displays the selected Pay Codes B
Printed For Displays the user name who ran the report B
Query Name Displays Hyperfind Query name B
Request Time hd Displays the time that all calculated totals B
are up to date
Timecard Audit Type Select one, multiple, or all audit types F
Timecard Audit Type hd Displays the Audit Types selected B
Timeframe hd Displays the timeframe selected B
Timeframe Type Passes the selected timeframe type B
To Timeframe Passes ending date for timeframe F
selection
Wage Permission Determines if wages appear on report B
based on function access profiles

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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:
Option Name Type Values Typically Linked Internal Value Passed
Absences Number Multiple Excusedsw Unexcused:0
Excused:1
Both:0,1
Absences hd String Discrete -- Unexcused, Excused, Both:[--same]
Actual/ Number Discrete Actual:0
Adjusted Adjusted:1
Actual/ String Discrete -- Actual, Adjusted:[--same]
Adjusted hd
Db timezone String Discrete -- “GMT +/- hrs: DB Timezone Name”:[--
same]
Decimal Number Discrete -- Hh:mm:1
Format Hh.hh:0
Employee page Number Discrete -- No:0
break Yes:1

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Multiple/
Discrete Column Available Choice:
Option Name Type Values Typically Linked Internal Value Passed
Employee page String Discrete -- No, Yes:[--same]
break hd
Exceptions String Multiple 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
Exceptions hd String Discrete -- Count:exception name1|2…:[--same]
From Datetime Discrete Any datetime Datetimevalue:[--same]
Timeframe column
Function Number Multiple Vp_accessprofile. Accessprofile.profilenm:
Access Profiles accessprofid accessprofile.accessprofid
or
Accessprofile.
accessprofid
Function String Discrete -- Count:function access profile 1|2….
Access Profiles
hd
Gmt server Number Discrete -- Seconds:[--same]
offset

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Multiple/
Discrete Column Available Choice:
Option Name Type Values Typically Linked Internal Value Passed
Holiday Credit Number Discrete Exceptionsw Exceptions Only:0
Type Credits Only:1
Both:2
Holiday Credit String Discrete -- Exceptions Only, Credits Only, Both [--
Type hd same]
Import Type Number Multiple importcntnttypeid 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
Import Type hd String Discrete -- Count:Import Type Name1|2…:--
Import Batch Number Discrete Importbtchstatid Specific batch: importbtchstatid\0
Latest completed batch: importbtchstatid\1
Import Batch String Discrete -- Batch Name and Date:[--same]
hd
Labor level Number Discrete -- Number:[--same]
count
Not Updated Number Multiple employeeid’s:[--same]
Emp List hd
Not Updated Number Discrete Number of employeeid’s:[--same]
Emp Count hd
Pay Codes Number Multiple paycodeid Paycode.name:paycode.paycodeid
Pay Codes hd String Discrete -- Count:Pay Code name1|2…:
Printed For String Discrete -- Logged in user name:[--same]
Query Name String Discrete -- Hyperfind query name:[--same]
Request Time Datetime Discrete Max datetime all employees on report have
hd up to date calculated totals:
[--same]

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Multiple/
Discrete Column Available Choice:
Option Name Type Values Typically Linked Internal Value Passed
Timecard String Multiple Vp_timecardaudit. Add Duration:-1/0/30/1/, -1/0/30/0/,
Audit Type 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/
Timecard String Discrete -- Count:Audit Type 1|2…
Audit Type hd
Timeframe hd String Discrete -- Timeframe Name or Specific Dates:

Timeframe Number Discrete -- Prev. Pay period:0


Type 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
To Timeframe Datetime Discrete Any datetime Datetimevalue:-[--same]
column
Wage Number Discrete -- ’Show wages’:1
Permission ’Don’t show wages’:0

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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 Value


Previous Pay Period 0
Current Pay Period 1
Next Pay Period 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” drop-
down 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 Are reports Are reports


Initial Embedded Designer version forward forward
WTK Crystal Report used to create compatible compatible to
version Engine version custom reports to WTK v5.0? WTK v5.1?
4.3 8.5 8.5 Yes Yes
5.0/4.4 9.0 8.5 N/A Yes
5.0/4.4 9.0 9.0 N/A Yes
5.1 10 8.5 N/A N/A
5.1 10 9.0 N/A N/A
5.1 10 10 N/A N/A

Custom reports created by duplicating standard reports in earlier versions of


Workforce Timekeeper have the following upgrade considerations:

Crystal Report Are reports Are reports


Initial Embedded Designer version forward forward
WTK Crystal Report used to create compatible to compatible
version Engine version custom reports WTK v5.0? to WTK v5.1?
4.3/4.4 8.5 8.5 Yes Yes
5.0 9.0 9.0 N/A Yes
5.1 10 9.0 N/A N/A
5.1 10 10 N/A N/A

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 Timecard Audit Trail


Accrual Detail Import Errors
Accrual Summary Import Statistics
Holiday Credit

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 Stored Procedure(s)


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

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Report Name Stored Procedure(s)


Exceptions absent_exception
PREPROC_TotalizationNew
Holiday Credits PREPROC_TotalizationNew
Hours by Job RPTSP_HoursTotals
PREPROC_TotalizationNew
Hours by Job (Excel) RPTSP_HoursTotals
PREPROC_TotalizationNew
Hours by Labor Account RPTSP_HoursTotals
PREPROC_TotalizationNew
Missing Employees PREPROC_Totalization
Timecard Audit Trail Timecard_audittrail
Time Detail 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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Chapter 8
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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Overview of the Workforce Central Portal

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 Description


Genies Portal 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.
Healthcare Manager Portal A sample portal page that displays the default content
for health care managers.

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Sample portal pages Description


Healthcare Staffing Portal A sample portal page that displays the default content
for health care staffing managers.
Retail Portal A sample portal page that displays the default content
for retail managers.

Configurable generic web parts

Web part Description


Kronos Navigation 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.
Kronos Navigation Links 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 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.
Kronos XML API XSLT Chart 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 Description


Kronos Productivity Monitor Enables users to select date and store location
Navigator parameters for data that appears in the Productivity
Monitor Table and Productivity Monitor Chart web
parts.
Kronos Productivity Monitor Enables users to view sales data and Key Performance
Table Indicators (KPIs) from the Productivity Monitor, in
table format.
Kronos Productivity Monitor Enables users to view sales data and Key Performance
Chart Indicators (KPIs) from the Productivity Monitor, in
chart format.
Kronos Key Performance Summaries of sales data, in the form of useful
Indicators 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.

Configurable Health Care web parts

Web part Description


Kronos Navigator Enables users to select time period and health care
location parameters for data that appears in the health
care-related web parts.
Kronos Staffing Requirements 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.
Kronos Coverage Detail Enables users to view the data in the Staffing
Requirements web part, at the job level. Uses the
Schedule Coverage API.

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Web part Description


Kronos Projected Overtime 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.
Kronos Hours Summary Enables users to view total per pay code, for a specific
health care location. Uses the Hours Summary API.
Kronos Volume 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.
Kronos Open Shifts Enables users to a view a list of shifts that have not
yet been assigned to employees. Uses the Open Shifts
API.
Kronos Hours Per Patient Day Enables users to view the number of hours worked,
scheduled, or budgeted, per patient per day. Uses the
HPPD API.

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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.
This section contains the following topics:
• “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

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

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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Chapter 8 Workforce Central Portal Configuration

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 Health care Web Parts


Kronos Productivity Monitor Navigator Kronos Schedule Navigator
Kronos Productivity Monitor Chart Kronos Open Shifts
Kronos Productivity Monitor Table Kronos Staffing Requirements
Kronos Key Performance Indicators 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 Connection


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

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


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 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.
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
Web Part settings Description
Kronos Process In Box Menu Text Text that shows in the menu for the Kronos Process
Manager Inbox (in the Configuration Manager Inbox Web Part.
portion of the Modify
Shared Web Part dialog
box)
Kronos Forecast Map Levels The number of organizational levels in the forecast map
Productivity (in the Configuration for which volume data is summarized and displayed in
Monitor portion of the Modify the retail Web Parts. For example, if the business
Navigator Shared Web Part dialog organizational structure consists of Site and Department
box) 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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Configuration
Web Part settings Description
Kronos Schedule Number of Locations The maximum number of locations that are represented
Navigator (in the Configuration by the data that appears in the Workforce Central Portal
portion of the Modify when a user first logs in.
Shared Web Part dialog Examples:
box) • 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 Staffing Span Name Length Limit The maximum number of characters that are allowed in
Requirements (in the Miscellaneous the headings that represent the shift or zone, and in the
Kronos Coverage portion of the Modify Web Part table headings.
Detail Shared Web Part dialog • For the Kronos Staffing Requirements Web Part, the
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.

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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 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.
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 name="Name" value="Name" />
<Label name="Violation Type" value="Violation Type" />
<Label name="Start Date" value="Start Date" />
<Label name="Worked Hours" value="Worked Hours" />
<Label name="Scheduled Hours" value="Scheduled Hours"/>
<Label 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 Definition


XSL transform file 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 Definition


XSL transform file 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 &gt;
$newKpiNameGreenIfAbove">
<img src="/wpresources/greenlight.gif" alt="Green"/>

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</xsl:when>
<xsl:when test="$newKpiVariable &lt;
$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="format-
number($newKpiVariable, '#.0')"/>
</td>
Include the threshold boundaries for the new KPI:
<td>
<xsl:choose>
<xsl:when test="$newKpiVariable &gt;

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$newKpiNameGreenIfAbove">
<img src="/wpresources/greenlight.gif"
alt="Green"/>
</xsl:when>
<xsl:when test="$newKpiVariable &lt;
$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:
&lt;x:ChartSpace&gt;
Copy from the beginning of this line down to and including the line:
&lt;/x:ChartSpace&gt;
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 &lt;
with a less than symbol (<).
e. In the XSL file, use Find and Replace to replace all occurrences of &gt;
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.
Advanced editing of configuration files requires a working knowledge of:
• Workforce Central XML APIs
• XML
• XSL

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 pre-
defined “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
Employees"> 1
<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 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.
2 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.
3 Timeframe specified in the request file. In this example, the timeframe is “1,”
which represents the current pay period.

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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 Genie-
based 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.
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 Genie-
based 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 Definition


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

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Issue Description/Solution
The following error appears The user entered incorrect values or is not authorized to
after a user attempts to log in: use the APIs.
“An incorrect user name or Make sure that the user’s Function Access Profile allows
password was entered. Please access to the Workforce Central XML APIs.
try again.”
The following error appears The name of the link has changed in Workforce Central
during navigation from the since the link or tab was configured, or the user does not
portal to the Workforce Central have permission to access the component in Workforce
application server: Central.
“You do not have permission Compare the value of the MenuText attribute in the Web
to access the requested Part’s configuration file with the text of the same link in
resource.” 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
password appears when the request.
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 A Genie column number has changed since the Web
appear in a Web Part that Part’s XSL transform file was configured. This results
contains Genie data. 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 Description/Solution
The following error message The name of the Genie has changed since the Web Part’s
appears: “XML API Error: The XSL transform file was configured. This results from a
value assigned to the property change to the Genie name in Workforce Central Setup.
could not be found - Name: Modify the XSL transform file to reflect the new Genie
GenieName, Value: name.
some_value.”
The user cannot delete an When Workforce Central Portal is accessed using certain
existing Web Part page. versions of Internet Explorer installed on a Windows
The user cannot edit any Web 2003 Server, security issues can occur. Some versions of
Parts on an existing Web Part Internet Explorer are for use only on server operating
page. 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 count in the Kronos Process Manager Inbox Web
the Kronos Process Manager Part represents all tasks associated with the user. By
Inbox Web Part is different default, the Workforce Central Inbox in the full
from the count in the application shows only Active tasks from the last 30
Workforce Central Inbox. 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
“Cannot create the object change the name of the API in the XML request files
Genie.” from Genie to WFCGenie.

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SharePoint

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

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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 Predefined Entry


Accrual Detail Accrual Reporting Period
Detail 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 Schedule Group Assignment
Roll-up Activity Event Rollup
Schedule Group Roll-up Schedule Group Roll-up
QuickFind QuickFind
Schedule Editor Schedule Editor

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Workforce Genie Predefined Entry


Schedule Assistant Schedule Assistant
Schedule Planner Schedule Planner
Leave Case Detail 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 Values Set for This Genie


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

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Appendix A Predefined Data

Predefined Values Values Set for This Genie


Schedule Editor • Default HyperFind Query is All Home.
• Default Time Period is Current Schedule Period.
• Default Column Set is Schedule Editor.
• Default Interval is Daily Intervals.
Schedule Assistant • Default HyperFind Query is <None>.
• Criteria Set is Eval Rule Set Group Default.
• Column Set is Schedule Assistant.
Schedule Planner • 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.
Leave Cases • Default HyperFind Query is All Home.
• Default Time Period is Current Pay Period.
• Column Set is Leave Cases.
Leave Hours • Default HyperFind Query is All Home.
• Default Time Period is Current Pay Period.
• Default Column Set is 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 Definition


All Home 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 This HyperFind query defaults to include all employees in
Transferred-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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Appendix A 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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Appendix A 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 Definition


Default 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
• 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.
Super Access 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 Description
Ready 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.
Activated-All Shows all processes that have been activated.
Activated-w/Aborted Shows all processes that have be activated and have one or
Tasks more aborted tasks.
Aborted Shows all processes whose root task has a state of ABORT.
Completed Shows all processes that have completed.
Templates 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 Description
ID The ID of the process.
Process Name The name of the process.

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Column Description
App. Unique Key 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.
State 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.
Aborted Tasks Indicates whether the process contains aborted tasks.
Template ID 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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Appendix B System Administration of Process Manager

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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Appendix B System Administration of Process Manager

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 Description
Summary A count of all processes, by status, and a count of all resources
associated with the processes.
Processes Processed The activation status, along with a count, for all processes.
Resource Workload 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 Description
Tabular Detail 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 A read-only view of the process in plain text. Each line represents a
Detail 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 A read-only list of resources who are participating in the process.
Resources 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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Appendix B System Administration of Process Manager

Tabular Detail view

The Tabular Detail view provides the following task information:

Field Description
Task ID ID of the task as assigned by the Process Engine.
Name Name of the task.
State 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 Amount of time it took for the task to finish, in milliseconds.
Start date The time at which the task began.
End date The time at which the task finished.
Earliest SD The earliest start date (ESD) at which the task can begin.
Predecessors A list of IDs for tasks that must finish before this task can begin.
Parent ID The ID of the parent task in the task hierarchy within the process.
Template ID 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 Description
Set Done Changes the state of any active task (except a root task) to DONE
Force Done Changes the state of any aborted task (except a root task) to DONE
Force Ready Changes the state of any aborted task (except a root task) to READY
Reassign Allows you to reassign the task to a different resource ID
Properties 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 Description
Task Template ID The ID of the task template.
Task Name The name of the task.
Planned Duration 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.
Avg % Time Average percentage of the process execution time it took for this
task to finish.
Avg Time (ms) Average number of milliseconds it took for this task to finish.
Min Time (ms) Minimum number of milliseconds it took for this task to finish.
Max Time (ms) Maximum number of milliseconds it took for this task to finish.

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

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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Appendix B System Administration of Process Manager

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 Be sure the E-Mail and Messaging tabs in the
external SMTP e-mail addresses. 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 Characters supported


Oracle 10gR2 All characters within Unicode, except bi-directional (right-to-
left) languages, such as Hebrew and Arabic.

SQL Server 2000 Can be set up using Unicode, however they support only Latin
SQL Server 2005 1, Latin 2, and Latin 9 characters sets.
Oracle 10gR1 Setting up these databases in Unicode allows Latin 1, Latin 2,
and Latin 9 character sets to co-exist in the same database.

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Appendix C Regional Settings

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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Appendix C Regional Settings

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
Notes:
• 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:

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How Workforce Central displays regionalized data and text

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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Appendix C Regional Settings

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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How Workforce Central displays regionalized data and text

• 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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Appendix C Regional Settings

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 Predefined Name Modifiable?


Data Access All Pay Codes No
Profile All Work Rules No
All Reports No
All Shift Templates No
All Pattern Templates No
All Schedule Groups No
All Availability Templates (Workforce Scheduler No
only)
Empty

Display Profile Default Yes


Super Access Yes

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Appendix C Regional Settings

Element Predefined Name Modifiable?


Function Access Default Yes
Profile IS Yes
IS Using Organizational Map Yes
Other Manager Yes
Other Manager Using Organizational Maps Yes
Payroll Manager Yes
Payroll Manager Using Organizational Maps Yes
Professional Employee Yes
Professional Employee Using Organizational Maps Yes
Scheduling Manager Yes
Time Stamp and Hourly Employee Yes
Time Stamp and Hourly Employee Using Org Maps Yes

Generic Data All Access Yes


Access Profile

HyperFind All Home Yes


All Home & Scheduled Job Transfers Yes
All Home & Transferred-in Yes

Labor Level Sets All Labor Accounts No


Empty Profile No

Logon Profile Default Yes


Super Access Yes

People SuperUser No

Reports Absent Employees No

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Using and modifying predefined names

Element Predefined Name Modifiable?


Reports, cont. Accrual Balances and Projections No
Accrual Carryover Limits No
Accrual Codes No
Accrual Date Configurations No
Accrual Date Patterns No
Accrual Debit Activity Summary No
Accrual Detail No
Accrual Earned Grants No
Accrual Earning Limits No
Accrual Fixed Grants No
Accrual Policies No
Accrual Pool Balances No
Accrual Probation Periods No
Accrual Profiles No
Accrual Summary No
Accrual Taking Limits No
Actual vs. Schedule by Job No
Actual vs. Schedule by Labor Account No
All Zone No
Badge Numbers No
Biometric Enrollment Activity No
Biometric Enrollment Detail No
Biometric Enrollment Summary No
Bonus/Deduction Rules No
Break Rules No
Combined Pay Codes No
Comments No
Comments By Employee No
Comments By Location No

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Appendix C Regional Settings

Element Predefined Name Modifiable?


Reports, cont. Core Hours Rules No
Coverage-Monthly No
Coverage-Weekly No
Coverage Detail - Weekly No
Daily Rest No
Device Assignments No
Device Groups and Device Assignments No
Device Work Rule Definitions No
Device Work Rule Profiles No
Employee Attendance Profiles No
Employee Discipline Levels No
Employee Hours by Job No
Employee Hours by Job (Excel) No
Employee Hours by Labor Account No
Employee Hours by Labor Account (Excel) No
Employee Schedule - Monthly No
Employee Schedule - Weekly No
Employee Sign-off No
Employee Transactions and Totals No
Employee Transactions and Totals (Excel) No
Employees Currently Earning Time (On Premise) No
Exception Rules No
Fixed Rules No
Float No
Function Access Profiles No
Generic Data Access Profiles No
Holiday Credit Rules No
Holiday Credits No
Holidays No

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Using and modifying predefined names

Element Predefined Name Modifiable?


Reports, cont. Holiday Credit Rules No
Home Labor Account Assignment History No
Hours by Job No
Hours by Job (Excel) No
Hours by Labor Account No
Hours by Labor Account with Graph Summary No
Import Errors No
Import Statistics No
Job Configuration No
Labor Levels No
Leave Hours Detail No
Leave Hours Summary No
Leave Hours Summary (Excel) No
Leave Profiles No
Leave Reasons No
Leave Rules No
Leave Types No
List of Activities No
List of Configurations No
List of Field Definitions No
List of Form Profiles (DAP) No
List of Forms No
List of Result Code Profiles (DAP) No
List of Result Codes No
List of Teams No
List of Units of Measure No
Location Schedule - Weekly No
Location Schedule Detail - Weekly No
Majority Rules No

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Appendix C Regional Settings

Element Predefined Name Modifiable?


Reports, cont. Missing Employees No
Monthly Location Schedule No
Night Worker No
On Call No
Open Shifts - Monthly No
Open Shifts - Weekly No
Organizational Job Configuration No
Organizational Map Location Types No
Organizational Map Locations No
Organizational Sets No
Orphaned Activity Events No
Overtime Equalization Detail No
Overtime Rules No
Pay Code Data Access Profiles No
Pay Codes No
Pay rule Audit Trail No
Pay Rules No
Perfect Attendance No
Person Attributes No
Person Job Assignment No
Punch Origin No
Report Data Access Profiles No
Rest Breaks No
Rounding Rules No
Schedule by Labor Account - Monthly No
Schedule by Labor Account - Weekly No
Schedule Deviation Rules No
School Calendar Audit No
Single Zone No

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Using and modifying predefined names

Element Predefined Name Modifiable?


Reports, cont. Staffing Efficiency No
Staffing Sheet - Daily No
Staffing Sheet - Weekly No
Staffing Sheet Detail - Daily No
Terminal Rules No
Time Detail No
Timecard Audit Trail No
Timecard Signoff/Approval Audit Trail No
Users Currently Locked Out No
Weekly Activity No
Weekly Working Time No
Work in Process Activity Status No
Work in Process Cost Detail No
Work in Process Cost Detail by Group No
Work in Process Cost Summary No
Work in Process Cost Summary by Group No
Work in Process Time to Complete No
Work in Process Time To Complete Summary No
Work Rule Data Access Profiles No
Work Rules No
Workforce Requirement Analysis No
Yield Detail No
Yield Detail by Group No
Yield Summary No
Yield Summary by Group No
Young Worker No
Zone Rules 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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Appendix D 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 Description


ScheduleProc Returns the number of Shift Builder tasks that have not yet been
(count) 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 Lists the encrypted username and password that is used to log on to the
Settings 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.

354 Kronos Incorporated


Diagnostics Tools and usage

Text box Description


ShiftBuilder The following properties are listed:
(properties) • 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.

Workforce Central System Administrator’s Guide 355


Appendix F Diagnostic Tools

356 Kronos Incorporated


Index

A clustering
monitoring resources 317
access control points
Process Engine 317
Messaging system 47
color
Process Manager 47
select for custom theme 181
Active X
specify custom colors in images 189
enabling 25
configuration settings
All Servers system information 55
before editing 94
Applications system information 57
editing 95
archiving system log reports 83
creating 317
Audit system settings 98
custom Web Parts 274 to 286
authentication
considerations for transform files 281
LDAP default method 164
creating non-QuickNav-based Web Parts 284
OTHER 165
creating QuickNav-based Web Parts 277 to
proprietary 163
283
Windows Integrated authentication 164
creating with the XML API XSLT Chart 285
WinNT, multiple domains 163
examples 275
WinNT, single domains 164
including calculation logic in Web Parts 286
strategy for creating 276
B customization
Background Processor create custom theme 179
employees excluded 58, 59
workspace 58 D
Business Automation system settings 99
data access profiles
delegates 51
C Data Source system settings
Clock Synchronize system settings 105 adding 108
Cluster Manager 44 overview 107
about 319 database
setting up 320 deleting a report 63
displaying a report 63
Index

report display 62 E
report status 61
e-mail
running a report 63
available notifications 40
switching databases 110
diagnostics 351
system information 60
multi-instance environment configuration 37
system settings 109
notification types 39
viewing a report 63
system settings 117
working with reports 63
employees excluded
database reports
retroactive pay calculation 59
available reports 60
totals calculation 58
creating DRD files 63
Engines tab
deleting 63
Process Administrator 317
Display workspace 62
Enterprise eTIME
displaying 63
software components 36
DRD creation guidelines 65
Enterprise eTIME Portal
running 63
adding and connecting Web Parts 249 to 254
viewing 63
changing ADP-specific Web Part
delegate authority
settings 258
data access profile 51
changing Web Part labels 260
using 50
changing Web Part titles and appearance 257
deleting a logically deleted process
configuring charts for OWC
template 309
compatibility 270 to 272
deleting a profile 317
configuring health care Web Parts 262 to 264
deploy
configuring KPIs 264 to 269
custom theme 195
creating a visual theme 287
diagnosis
creating custom Web Parts 274 to 286
run time 349
creating Help for custom Web Parts 290
service 349
customizing ADP Web Parts 257 to 273
Web server 349
customizing sample portal pages 255
diagnostic tools
customizing Web Part Help topics 288
Shift-Builder Diagnostic tool 352
linking Help to custom Web Parts 291
SMTP Mail Server Diagnostic tool 351
match suite custom theme 196
SMTP Mail to Launcher Diagnostic tool 351
page configuration options 245
starting 350
purpose 244
Display system settings 116
sample portal pages 245, 247
DRD files
troubleshooting 292
creating 63
using the ADP Web Part page template 256
guidelines for creating 65
Web Parts 245 to 247
duplicating a profile 317
environments
multi-instance 36

358 Kronos Incorporated


Index

Event Manager L
multi-instance environment configuration 37
LDAP authentication
system settings 120
default method 164
working with system settings 122
Licenses system information 67
Locale system settings 140
F log file gathering
function access profiles collecting files 88
Messaging system 47 gathering files 88
Process Manager 47, 305 listing files to be gathered 86
opening gathered files 89
G overview 85
Global Values system settings 126 log files
Global Values tab archiving system log reports 83
Process Manager settings 46 system settings 145
vacation bidding application settings 46 log on
group edits changing the relogon session timeout 31
clearing results screen 138 enabling Active X 25
multi-instance environment configuration 37 overview 24
system settings 136 single sign-on 24
Log Reports
H filtering 82
overview 76
HyperFind queries
running 82
and Reports To field 48
log reports
archiving 83
I Logging Context system settings 148
images logo
specify colors for custom theme 189 prepare for custom theme 184
logoff timer, changing 165
J logs
Java Plug-in system settings 139 Event Manager 123

K M
key performance indicators Messaging system
configuring 264 to 269 access control points 47
K-mail task system settings 149
and system settings 149 Meters system information 68
KPIs multi-instance environments
configuring 264 to 269 configuration overview 36

Workforce Central System Administrator’s Guide 359


Index

configuring E-mail 37 customizing sample portal pages 255


configuring Event Manager 37 customizing Web Part Help topics 288
configuring Group Edits 37 linking Help to custom Web Parts 291
match suite custom theme 196
N page configuration options 245
navigation, offline 25 purpose 244
new process profile 317 troubleshooting 292
Notification server 39 using the ADP Web Part page template 256
predefined data
O Enterprise eTIME QuickNav profile 302
HyperFind Query 301
offline mode 25 logon profiles 304
changing superuser account 29 people 303
online mode Primary Labor Account
changing SuperUser account 29 system information 69
OTHER authentication 165 printers
Overtime equalization enabling 151
enabling in system settings 127 system settings 150
overview 317 printing list of profiles 317
Process Administrator 45
P abort a process 308
People Editor changing status of tasks 314, 315
updating Reports To field 49 changing status tasks 313
pooling delete a process 308
about 321 delete a process template 308
pool building 321 Engines tab 317
setting up 321 marking completed tasks 314
Portal, Enterprise eTIME overview 305
adding and connecting Web Parts 249 to 254 Process Analysis tab 315
changing ADP-specific Web Part Process Details tab 311
settings 258 process status 306
changing Web Part labels 260 reassigning tasks 313
configuring charts for OWC reports 310
compatibility 270 to 272 resource workload 317
configuring health care Web Parts 262 to 264 restart a process 309
configuring KPIs 264 to 269 start 305
creating a visual theme 287 status of all tasks 311
creating custom Web Parts 274 to 286 task statistics 315
creating Help for custom Web Parts 290 viewing task properties 315
customizing ADP Web Parts 257 to 273

360 Kronos Incorporated


Index

Process Analysis tab Process Templates editor 44


Process Administrator 315 overview 317
Process Designer 44 viewing 317
logging on with Windows Vista 44 processes
overview 44 aborted 307
Process Details tab aborting 308
Graphical Detail view 312 active 307
Process Administrator 311 changing task status 313
Process Resources view 311 counts 310
State Analysis Detail view 313 deleting 308
Tabular Detail view 312 done 307
XML Detail view 311 Graphical Detail view 312
Process Engine 44 Process Resources view 311
clustering 317 ready 307
Process Manager restarting 309
access control points 47 State Analysis Detail view 313
activating templates 317 status 310
categorizing process templates 317 Tabular Detail view 312
components 44, 45 task statistics 315
deactivating templates 317 viewing reports 310
Global Values settings 46 viewing status 306
overview 44 viewing task status 311
system settings 99, 305 XML Detail view 311
troubleshooting 318 profiles
upgrading 45 creating new process profile 317
process profiles deleting a process profile 317
creating new 317 duplicating a process profile 317
deleting 317 editing a process profile 317
duplicating 317 printing list of process profiles 317
editing 317 renaming a process profile 317
printing list 317 properties
renaming 317 modifying 34
Process Profiles editor 44, 317 properties files
starting 317 file types 34
process templates groups 34
activating 317 overview 34
categorizing 317 properties validation 97
deactivating 317 property groups 34
deleting 308 proprietary authentication 163

Workforce Central System Administrator’s Guide 361


Index

R S
registry keys security
UNIX 343 client 28, 30
Windows 342 overview 28
relogon session timeout password 28
changing Enterprise eTIME session 32 single sign-on 28, 346
changing JBoss session 32 system settings 160
overview 31 server
renaming a profile 317 All Servers system information 55
report terminology 199 logging on and off 24
reports managing remotely 26
concept overview 198 Web and App Server system settings 173
for processes 310 Service system settings
system settings 157 overview 167
terminology 199 settings
Reports tab system configuration 22
Process Administrator 310 severity levels
Reports To field Event Manager log 124
Process Manager configuration 48 single sign-on
updating with People Editor 49 configuring Enterprise eTIME 346
reports, system configuring SiteMinder 347
database report display 62 logging on 24
deleting a database report 63 SMTP connectivity
displaying a database report 63 validating 351
Log Reports 75, 76 SQL Coverage system settings
running a database report 63 overview 169
viewing a database report 63 SQL tracing, enabling 170
resources Startup system settings 171
counts 310 status
viewing workload 317 of processes 310
response file (XML) of tasks 310
reading 280 SuperUser account
Retention Policy Affected Databases changing 29
system settings 152 system administration
Retention Policy Database Setup adding data source names 108
system settings 153 adding printers 151
Retention Policy Options and Tuning changing logoff timer 165
system settings 154 clearing Group Edit Results 138
enabling printers 151
enabling SQL tracing 170

362 Kronos Incorporated


Index

offline mode 25 viewing a database report 63


switching databases 110 working with database reports 63
understanding authentication 163 system security
working with Event Manager 122 authentication 163
System Configuration system settings
Log Report 75, 76 Audit Settings 98
overview 23 before editing 94
Process Profiles editor 317 Business Automation 99
Process Templates editor 317 Clock Synchronize 105
System Settings 91, 93 Data Source 107
system configuration Database 109
overview 22 Display 116
Process Administrator 305 editing 95
system information 53, 54 E-mail 117
system information Enterprise eTIME Portal 116
All Servers 55 Event Manager 120
Applications 57 Global Values 46, 126
Background Processors 58 Group Edits 136
database information 60 Java Plug-in 139
database report status 62 Locale 140
Database workspace 60 Log File 145
employees excluded 58, 59 Logging Context 148
Licenses 67 Messaging tab 149
Meters 68 overview 91, 93
overview 53, 54 Printers 150
Primary Labor Account 69 Process Manager 305
Threads 71 Reports 157
User 73 Retention Policy Affected Databases 152
system log reports Retention Policy Database Setup 153
archiving 83 Retention Policy Options and Tuning 154
filtering 82 Security 160
overview 75, 76 Service 167
running 82 SQL Coverage 169
system reports Startup 171
database report status 61 task buttons 95
deleting a database report 63 Transformation 172
displaying a database report 63 values validation 97
Log Reports 75, 76 Web and App Server 173
running a database report 63 working with 95

Workforce Central System Administrator’s Guide 363


Index

T U
tasks UNIX registry keys 343
changing status 313, 314, 315 User system information 73
marking as done 314
reassigning 313 V
status 310 vacation bidding application
viewing properties 315 Global Values settings 46
viewing statistics 315 validate
viewing status 311 SMTP connectivity 351
template categories 317 validation, system settings 97
templates visual theme
activating 317 creating for the Enterprise eTIME Portal 287
categorizing 317
deactivating 317 W
Web Part page for Enterprise eTIME
Portal 256 Web and App Server system settings 173
theme Web Part Help
create custom theme overview 27 customizing 288
create new theme folder for custom Web Part Help topics
theme 180 creating 290
deploy 195 linking to custom Web Parts 291
edit theme style sheet 185 Web Part page template 256
extend to Enterprise eTIME Portal 196 Web Parts
select colors for 180 adding and connecting 249 to 254
specify custom colors in images 189 changing ADP-specific settings 258
test 194 changing labels 260
use custom logo 184 changing titles and appearance 257
theme.css file 185 configuring charts for OWC
Threads system information 71 compatibility 270 to 272
tools configuring health care Web Parts 262 to 264
diagnostic 349 considerations for transform files 281
transform file (XSL file) 282 creating custom Web Parts 274 to 286
Transformation system settings 172 creating non-QuickNav-based Web Parts 284
troubleshooting creating QuickNav-based Web Parts 277 to
Enterprise eTIME Portal 292 283
SQL tracing 170 creating with the XML API XSLT Chart 285
customizing 257 to 273
examples of custom Web Parts 275
how they work 274

364 Kronos Incorporated


Index

including calculation logic in Web Parts 286


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

X
XML response file
reading 280
XSL transform file 282

Workforce Central System Administrator’s Guide 365


Index

366 Kronos Incorporated

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