Exploring the Configuration Manager

Objectives

After completing this lesson, you will be able to:

  • List the functions of SAP Fieldglass that can be configured using the Configuration Manager.

Configuration Manager

The Configuration Manager role allows companies to establish super users who can access integration, system, and maintenance tools via a self-service dashboard in the application.

Like the Admin Menu, Configuration Manager tools are arranged in sections, with individual functions represented as clickable tiles. These tools allow customers to perform many administrative actions independently, eliminating the need to open support cases with SAP Fieldglass.

As these are advanced functions that can impact the use of SAP Fieldglass, they are not automatically enabled for customers. Configuration Manager permissions are separate from and additional to an Administrator user’s permissions.

split-screen screenshots comparing the Admin Menu to the Configuration Manager interface

Accessing Configuration Manager

To gain access to the Configuration Manager, a company will first identify users to act as Configuration Managers, usually those who are already SAP Fieldglass admins. The company will then contact their SAP Fieldglass representative, who will assign those users with an additional username with which to access the Configuration Manager tools. The new username, which allows them access to the Self-Service Dashboard, will be their current username with underscore "cm" appended to it.

image of Anja with two laptops, one showing the Admin menu with her username, the other showing the Configuration Manager with her CM username

To access the Configuration Manager, users will log in with the new username, which is used strictly to access the Configuration Manager. To access the transactional and other administrative tools, users will need to sign out of SAP Fieldglass then log back in using their original SAP Fieldglass username.

Multiple Configuration Managers can be established per company.

Navigating Configuration Manager

Configuration Manager tools appear as tiles, arranged in alphabetical order by function. These tools allow customers to perform many administrative actions independently, eliminating the need to open support cases with SAP Fieldglass.

Each tile indicates the category of the function in a small, color-coded footer icon. The categories include:

the tile icons indicating the categories available in Configuration Manager, including Actions, Analytics, Implementation Tools, Integration Tools, Partner Management, Publish/Subscribe Framework, Rates, and Single Sign-O

To make it easier to find a configuration tool, you can sort by category using the Category field menu.

screenshot of the Category field menu dropdown showing all filter options

Actions

The Actions category includes other actions that the configuration manager can perform.

screenshot of the Actions tiles in Configuration Manager
Allowed IP AddressesThe Allowed IP Addresses tile allows configuration managers to restrict access to a buyer company's SAP Fieldglass tenant by setting up a list of allowed IP addresses.
Internal ReferenceUsing the Internal Reference tile on the Configuration Manager Self-Service Dashboard, you can define tags for custom fields and pick lists to ensure that changes to those user-defined fields do not interrupt your integrations with other systems.
Qualification DictionaryConfiguration managers can enable the SAP Fieldglass Qualification Dictionary so that buyers can select from the predefined list when adding qualifications to job posting templates.

Analytics

The Analytics category contains actions that the configuration manager can perform related to reports.

screenshot of the Analytics tiles in Configuration Manager
Report Schedule

SFTP is a secure file transfer protocol that uses secure shell encryption to provide a high level of security for sending and receiving file transfers. The SFTP reports option allows you to schedule the execution, runtime, and location of your reports automatically.

This tile allows you to schedule reports and set up delivery via SFTP.

Implementation Tools

Describes tools available to the Configuration Manager in the Implementation Tools section of the Self-Service Dashboard.

screenshot of the Implementation Tools tiles in Configuration Manager
Company ConfigurationUse this tile to enable and disable configurations at the company level.
RCM SimulatorThe simulator is intended to accelerate the rate change matrix configuration process by providing a test environment where proof of concept can be confirmed before applying the setup in SAP Fieldglass. You can test rate change matrices (with and without tenure) in the simulator. The simulator is an Excel file that can be downloaded from the Self-Service Dashboard.

Integrations Tools

Integration Tools allow you to independently manage the integration connectors for your company, eliminating the need to open support cases with SAP Fieldglass to implement those actions in your company. Using an intuitive wizard framework, you can enable, edit, and manage connectors, as well as monitor the progress of file uploads and downloads, and troubleshoot issues if they arise, and manage all connector-related activities.

screenshot of the Integrations tiles in Configuration Manage
API Application Key

An Application Program Interface (API) requires two pieces of information to process data: an application key and an active web service (username/password).

Create and manage license keys and web service users for API applications.

Connectors

The Connectors tile on the dashboard (visible when at least one connector is enabled) opens the Connector List page. The Connector List page is a tabbed interface that provides connectors in two groups:

The Company Connectors tab is the default view. You can view and edit the details of enabled connectors, as well as view and enable previously enabled connectors.

The Connector Catalog tab is an alternate view that allows you to view, enable, and edit the details of connectors.

On either tab, you can choose a connector name hyperlink to open the connector on the Integration page. The Integration page displays all configuration values defined for the connector. It also displays the actions you can take to update the connector.

Encryption Keys and CertificatesConfiguration Managers can create and manage the company's different types of security assets using the Encryption Keys and Certificates tile on the Self-Service Dashboard.
End PointsDescribes how to set up and manage your company's integration end points by using the End Points tile on the Self-Service Dashboard.
Integration SubscriptionsProvides a holistic approach to set up and manage subscriptions to uploads and downloads.
Monitor Activity

On the dashboard, the Monitor Activity tile opens the Monitor Activity list page. The page displays the status and activity details of connector upload and download processing, transactions for event driven integrations, and payload transport details.

The information is organized on tabs based on the integration types of Batch, Real Time, Payload Transport, and Subscription.

SAP Task CenterTo enable the push of task updates from SAP Fieldglass to SAP Task Center, set up the authentication credentials from SAP BTP cockpit where your SAP Task Center instance was created.

Partner Management

Partner Management provides access to a growing network of partner integrations that are being migrated from the SAP Fieldglass application to the self-service framework on the dashboard. When a migration is completed, a tile labeled with the partner's name is added to the Partner Management section. Selecting the tile opens that partner’s administrative setup pages, where you can set up and manage the integration, without having to contact SAP Fieldglass for assistance.

screenshot of the Partner Management tiles in Configuration Manager
OpenText ECMOpenText Corporation, an Enterprise Content Management (ECM) provider, is the first partner integration migrated to the dashboard. The integration with OpenText allows clients to store all document attachments in the OpenText ECM repository instead of in the SAP Fieldglass database, while only the attachment metadata is stored in SAP Fieldglass. All supplier uploaded attachments are stored in SAP Fieldglass and not in OpenText.

Publish/Subscribe Framework

The Publish/Subscribe Framework tiles allow you to create and manage payloads and subscriptions independently, as well as a setup wizard that allows you to configure all of these elements in one workflow.

screenshot of the Publish/Subscribe Framework tiles in Configuration Manager
App Activity SubscriptionsThe App Activity Subscriptions tile on the dashboard opens the Publish / Subscribe List page and displays a list of all existing Payload Publish/Subscribe entries. You can display the details of an existing Payload Publish/Subscribe entry, edit an entry, delete an entry that's not being used in an active configuration, and create a new entry, outside of the wizard framework.
Payloads

A payload is an integral part of each unit of data being transmitted. It's part of the unit data that carries the message that an app or system needs for it to act.

The Payload tile on the dashboard opens the Payload List page and displays a list of all existing payloads. You can display the details of existing payloads, test the payload generation, and add a new payload.

Pub / Sub Wizard

The Pub / Sub Wizard tile on the dashboard opens the Set Up Publish/Subscribe wizard. The setup wizard provides an intuitive framework that allows you to create payloads, identify and select the data you want to receive against payloads, and subscribe to application activities that trigger payloads.

The wizard guides you through the steps that you must complete in order to configure real-time integration activity. Once you’ve completed the wizard, you can make any configuration changes by using the other Publish/Subscribe Framework tiles.

Rates

Configuration managers can maintain rate components, rate component groups, and business rules for a company.

screenshot of the Rates tiles in Configuration Manager
Business Rules

Business rules are created by SAP Fieldglass and can be enabled for companies by an SAP Fieldglass representative. Business rules are available for use with rates, time sheets, and rate change matrices.

Business rules can be used with rate schedules to execute logic for rates when time is entered on time sheets, with buyer-defined rate change matrices to automate rate change conditions for workers, and to create formula-based rules for calculated rates.

Rate Component GroupsThis tile allows you to set up and manage rate component groups. Rate component groups are required to use rate components.
Rate ComponentsThis tile allows you to set up and manage rate components.

Single Sign-On

The Single Sign-On (SSO) tile on the dashboard allows you to set up and manage your company's SSO independently, eliminating the need to open support cases with SAP Fieldglass to implement those actions in the company.

SSO is a session and user authentication service that permits a user to use a set of login credentials to access multiple applications.

This functionality is available to stand-alone companies, multi-tenant companies at the individual buyer level, and child companies that are configured with the Login Authorization type 'Single Sign-On' or 'Both' (Single Sign-On and Username), which enables users to sign in with Username/Password and then link to SSO.

screenshot of the Single Sign-on tiles in Configuration Manager
Setup Single Sign-OnSingle Sign-On provides an intuitive wizard that allows you to set up, edit, and troubleshoot your SSO configuration. In addition, you receive notifications when your SSO certificate is close to expiration and needing to be updated.

Connector Wizard and Create Menu

Configuration Manager also provides shortcuts to several common actions that configuration managers may take.

The first is the Connector Wizard button, which launches a wizard that will guide you to an appropriate connector based upon the answers to a series of questions.

There is also the Create field menu, which provides a list of common data objects that you can configure. Selecting from the menu will take you directly to the configuration page of that data object.

screenshot of the Create menu showing the options that can be configured: API Application Key, APP Activity Subscription, Crypto Asset, End Point, Integration Subscription, Payload, Qualification, Rate Component, and Rate Component Group

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