LMS365 Installation & Configuration Guide

Picture 7LMS365 Installation & Configuration Guide

Version 3.0

 

 

 

CONTENTS

OVERVIEW AND SOFTWARE REQUIREMENTS3

Audience3

About LMS365 App3

Subscribe to Alerts3

Server software requirements4

Best performance practices4

Client requirements5

INSTALLING THE LMS365 APP5

Enabling Custom Scripting Option9

LMS365 GLOBAL SETTINGS10

Creating Course Catalogs11

Managing Language Files16

Managing Licenses20

Trial License20

Activate a License21

Managing Activated License24

Mobile App Configuration25

OVERVIEW AND SOFTWARE REQUIREMENTS

Audience

This guide has been written for the Tenant Administrator to install the LMS365 App and Web Parts and create a fully working solution.

For detailed information about configuring the LMS365 please consult the User Guide.

About LMS365 App

LMS365 is a collection of the tools which will enable you to create new course and training plan sites, including selected tools, in SharePoint Online. A short description of each tool is listed below.

LMS365 | Course Creator & Catalog is the main part of the LMS365 App that brings all the tools together, it allows you to create new course and training plan sites and provides a course catalog, for this to happen it requires Full Control permissions on your tenant. It also utilises other tools such as the SCORM & AICC Player, Learning Module Builder, Quiz Builder, and Assignments & Grade Book.

LMS365 | SCORM & AICC Player – is the SCORM & AICC player for LMS365 and can be automatically included to the newly created course sites. SCORM content is a way to create pieces of online learning management material that can be shared and combined with other materials. 

LMS365 | Learning Module Builder is designed for organizing Documents, Videos, SCORM/AICC packages etc. into sequenced learning steps. Learners move to the next step only after they have completed previous one, ensuring progress and making it possible to see where they are in the learning process. There is no better way to expose learners to new concepts in the most efficient order―and to ensure learners are not confused or lost along the way.

LMS365 | Quiz Builder is designed for creating quizzes that can be used as intermediate or final tests in the learning process. A Quiz is a type of examination consisting of several question types such as Multiple Choice, Multiple Answer, True or False, Ordering or Matching Answers, Free Text Answers, Fill Gap, Hot Spot or Short Answer. The interactivity and complexity that quizzes provide get Learners more interested and involved in the learning process.

LMS365 | Assignments & Grade Book is designed for creating, managing, tracking and grading Assignment tasks on the course sites.

Subscribe to Alerts

You can subscribe to alerts by visiting the download area or by using the QR code showing on the left.

http://eepurl.com/5Bk79.qr.5Server software requirements

The LMS365 App has been developed to run within the Microsoft Office 365 SharePoint Online environment.


Best performance practices

Our tools associate Learner role users with members of a SharePoint group (by default, SharePoint Members Group). Due to SharePoint limitations, the maximum number of enrollments per course is 5000 users.

Our SCORM & AICC Player tool was tested with 3000 concurrent learners.

Client requirements

Brower Type

Supported

Designed to work with Internet Explorer 11

Yes

Designed to work with Internet Explorer 10

No

Designed to work with Internet Explorer 9

No

Designed to work with Internet Explorer 8 or earlier versions

No

Designed to work with the latest version of Firefox

Yes

Designed to work with the latest version of Google Chrome

Yes

Designed to work with the latest version of Safari

Yes

INSTALLING THE LMS365 APP

NOTE:

Please be advised that there is no need to manually install the Add-ins (tools) on your Tenant. After the LMS365 installation process is done, and the first Course Catalog is created, the LMS365 App with all the tools included into it will automatically be added to the App Catalog.

To start working with the LMS365, please make sure that the following prerequisites are met:

  1. 1. The App Catalog site is created. For detailed information on how it is done, please consult Step 1 of the following article - https://docs.microsoft.com/en-us/sharepoint/use-app-catalog;

  2. 2. Custom Scripting is enabled on the Tenant level. Please see ‘Enabling Custom Scripting Option’ chapter for details.

After this is done, please follow the steps below:

  1. 1. Go to https://lms.365.systems as the Tenant Administrator;

  2. 2. Accept the requested permissions:

Рисунок 13

  1. 3. After that, you will be suggested to install LMS365 on your Tenant and start Tenant provisioning:

Рисунок 29

  1. 4. Select necessary Region for your Tenant:

Рисунок 18

  1. 5. Then click Next button. You will presented with the following screen:

Рисунок 22

From this page you can confirm the Tenant Region or go back to select another one.

NOTE:

Remember that you can select Region once and could not be changed on your own initiative (only by request).

  1. 6. After the Tenant has been provisioned, you will be presented with the License Agreement. Accept it to proceed:

Рисунок 24

  1. 7. Before starting to use the LMS365 App, you will be required to activate the License:

Рисунок 449

We strongly recommend activating all licenses before start working with the LMS365. To do this, go to the Settings section of the Global Settings, followed by License Information, and then activate all licenses:

Рисунок 34

Enabling Custom Scripting Option

To ensure courses and training plans are created successfully you need to have ‘Custom Script’ options enabled in the tenant settings.

To do this, follow the steps:

  1. 1. Go to the SharePoint Admin Center;

  2. 2. Select Settings;

  3. 3. Under Custom Script select ‘Allow users to run a custom script on personal sites’ and ‘Allow users to run a custom script on self-service created sites’:

Picture 2

  1. 4. Click OK button. It takes about 24 hours for the change to take effect.

For more information see the following link.

If ‘Custom Script’ is not enabled on the tenant, you will see the following message on the course/training plan creation form:

Рисунок 473

LMS365 GLOBAL SETTINGS

Only Tenant Administrator has permissions to access the Global Settings.

NOTE:

To make this link visible in the Admin Center for the Tenant Administrators, user with such role must go to https://lms.365.systems, and then accept the requested by LMS365 permissions.

In the Global Settings, it is possible to create Course Catalogs as well as manage Language Files, Licenses and Mobile Configuration for the whole Tenant:

Рисунок 37

Creating Course Catalogs

Go to the Course Catalog List section of the Global Settings to create a new Course Catalog:

Рисунок 60

Click Add Course Catalog button, and then fill in necessary information in the right side menu:

Рисунок 61

You can choose an already existing site URL (if there are any) or specify a new one.

When choosing existing Site URL, it is possible to specify Course Catalog Administrators. Please be advised that custom scripting should be run on this site before creating the course catalog.

NOTE:

Please be advised that it is impossible to create a new course catalog on the site where LMS365 | Course Creator & Catalog Add-in is already installed.

Select ‘Specify a new Site URL’ option to create a new Course Catalog:

Рисунок 62

  • • Course Catalog Title – specify the title of the Course Catalog that will be displayed in the Course Catalog list and on the Course Catalog page;

  • • Site URL – is a relative address for your course catalog (by default, this field is filled in with the catalog title, but can be changed manually by the user. When the URL is auto generated, all invalid characters (such as # % & * : < > ? \ / { | } ~) are excluded;

  • • Site Template – can be Communication Site or Team Site. By default, a course catalog is created as a SharePoint communication site. Please follow the link to get more information about the communication sites;

  • • Catalog Administrators – enter user names or AD group to add users to the Catalog Administrators (by default, user who creates the catalog is specified in this field).

NOTE:

Please note that to add an external user to the Catalog Administrator (on Communication sites), you need to manually activate external sharing feature as it is disabled by default for the Communication sites.

To do this, please open SharePoint Online Management Shell, and then run the following commands:

Connect-SPOService -Url https://TENANT-admin.sharepoint.com

Set-SPOsite https://TENANT.sharepoint.com/sites/SITE -SharingCapability ExternalUserAndGuestSharing

 

For more detailed information about the external sharing on the communication sites, please follow the link.

NOTE:

It is impossible to specify the language (and regional settings) of the site whilst creating a course catalog, so please verify this in the Site Settings (/_layouts/15/settings.aspx) after the creation process is done.

For the correct work of the Course Catalog, please run Custom Scripting for each newly created one. To do this, please open SharePoint Online Management Shell, and then run the following commands:

Connect-SPOService -Url https://TENANT-admin.sharepoint.com -Credential admin@TENANT.onmicrosoft.com

Set-SPOSite -Identity https://TENANT.sharepoint.com/sites/SITE -DenyAddAndCustomizePages 0

After that, select the needed catalog, and in the open right side menu choose the action to edit the course catalog:

Рисунок 63

  • • Catalog Administrators – add a new administrator or delete already added one(s);

  • • View Course Catalog – choose this action to go to the Course Catalog site. You will be redirected to the Home page, however, you can navigate to the pages with already added Course Catalog and Training Dashboard web parts:

Рисунок 1345054450

If you access the Course Catalog site for the very first time, you will be asked to Login (by clicking the Login button), and then accept the requested permissions:

Рисунок 1345054440

NOTE:

To let external users access LMS365 Web Parts (such as Course Catalog, My Training Dashboard, etc.) as well as to accept permissions for all users so that there will be no need to login on the first visit for them, Tenant Administrator should grant the admin consent for the whole Tenant. Please follow the link for the detailed instructions.

If ‘Users can consent to apps accessing company data on their behalf’ option is not selected in the Azure AD, Tenant Administrator must grant his consent before users can use our App.

  • • Manage Course Catalog – choose this action to go to the LMS365 Admin Center where you can create courses, training plans, etc. For detailed information, please consult the User Guide;

  • • Delete Course Catalog – choose this action to delete the course catalog. Confirm the deletion to proceed:

Рисунок 1345054439

Managing Language Files

By default, LMS365 is in English. To add translation to alternate language(s) for the LMS365, follow the steps below:

  1. 1. Go to the Settings section, followed by Language Files, and then select the needed Add-in (tool):

Рисунок 45

  1. 2. Language Settings page will open:

Рисунок 46

  1. 3. Select an alternate language in the “Select Language” drop-down (a list of all possible alternative languages is displayed):

Picture 450

  1. 4. On the opened Language Settings page type your translation for each phrase in “Custom Labels” column and click “Save”:

Picture 451

OR

  1. 1. Click “Export” to save the language file to your local computer;

  2. 2. Edit the downloaded .xlsx file locally filling in the “Custom Values” column:

Picture 9

  1. 3. Click “Import” and select the edited language file from your local computer.

  2. 4. Translation from “Custom Values” column will be displayed in “Your choice". Click Save to save the translation.

NOTE:

The new translation is applied after page reload.

NOTE:

Prerequisite for presenting LMS365 sites in more than one language: alternate language(s) should be chosen in site collection’s Site Settings -> Language settings.

Rules of presenting LMS365 sites in different languages (specified by priority from high to lower):

  1. 1. The language preferences stored in the user profile. (It takes some time before user language preferences are applied after you change them). See link where to find these preferences.

  2. 2. If no language preference is defined in the user profile, the language preferences stored in the user's web browser are used. (You should reopen browser session if you change browser language preference). See link where to find these preferences.

  3. 3. If no language preferences are defined in the user's profile and web browser, the default site language is used.

Managing Licenses

Trial License

The Free App comes with a 30 day trial license included and the number of users is unlimited. There is no need to obtain a license during the trial period.

To check the status of the license, go to the Settings section of the Global Settings, followed by License Information, and then select the needed add-in (tool). License information will be displayed:

Рисунок 47

  • • Start Date – shows start date of the trial period;

  • • End Date – shows end date of the trial period;

  • • Current number of users – shows current number of users (Learner group members in courses are counted, Visitor group members in usual sites are counted. Only unique learners are counted across each site). Current number of users is counted for all sites of the tenant;

  • • Current number of Training Packages (for SCORM & AICC Player) – shows current number of uploaded packages;

NOTE:

Deleted/disabled in AD users are not counted in current number of users.

  • • License Key – field for entering license key.

Activate a License

If you have received a License Key from ELEARNINGFORCE you can add this in the License Key field and click Activate button:

C:\Users\AGEUCH~1\AppData\Local\Temp\SNAGHTML24ab5895.PNG

Upon successful License activation a confirmation page will be displayed:

Рисунок 49

To check the status of the license click License Information tile. License information will be displayed:

Рисунок 50

  • • Start date – shows start date of your license;

  • • End Date – shows end date of your license;

  • • Max number of users – shows maximum number of users allowed by your license. If maximum number of users was exceeded it is possible to delete users to meet the license limitations (delete Learner from a course or delete a member of Visitors group);

  • • Current number of users – shows current number of users (Learner group members in courses are counted. Only unique learners are counted across each course). Current number of users is counted for all sites of the tenant;

  • • License key – shows last symbols of your license key.

NOTE:

Deleted/disabled in AD users are not counted in current number of users.

Tenant Administrator will see the following message in the License Information when license has expired:

Рисунок 51

OR the following message when the maximum number of users was exceeded:

Рисунок 52

NOTE:

When maximum number of users has been reached or license has expired, you have 14 days period for handling license issues. During this period, the system does not stop working, only a warning (depending on what has happened) appears in the Administration Back-end:

 

Рисунок 53

Рисунок 54

 

Learners could continue working with the LMS during the 14 days period. After 14 days period (if license issues have not been handled), Leaners will see the following message when trying to access the App:

 

Рисунок 55

 

Managing Activated License

After you have activated License, you can specify e-mail notification settings. In Notifications section, you can specify whether to send e-mail notifications when maximum number of users is reached and/or number of days when license is about to expire and/or number of days after license is expired. In the first case, specify number of users in % (you can specify several number of days separated by comma; by default, 50 and 99 % are set), in the second, specify number of days before license expires (you can specify several number of days separated by comma; by default, 30, 14, 7, 1 days are set), and in the third case, specify number of days after license expires (you can specify several number of days separated by comma; by default, 0, 5, 10 days are set), and then choose user(s) who will receive notification:

Рисунок 56

In the User Administration section, you can specify users that you want to unenroll from all courses and training plans. To do this, specify the needed user(s) and then click Unenroll button:

Рисунок 57

To download user license report, in which all users that are counted in the license will be specified, click Export to Excel button Рисунок 58. Information will be presented in the following form:

Рисунок 59

Mobile App Configuration

In this section of the Global Settings, you can configure the Mobile App for all Learners by setting mobile app colors, default Course Catalog and language, etc.:

Рисунок 1345054444

  • • Look and Feel – in this section you can change Mobile App colors:

Рисунок 1345054446

  • • Dashboard Menu – in this section you can select tabs that will be displayed to all learners by default:

Рисунок 1345054448

  • • Default Language – you can select the default language of the app for all learners or select that it will be the device language (if the app does not support such language, it will automatically be set to English):

Рисунок 1345054449

Learners can overwrite this settings from their devices.

  • • Default Course Catalog – set the default Course Catalog for all learners (however, they can choose another catalog from the App if available);

  • • Information Page – you can add an information page to show additional information in the App and decide whether to show it as a home page or not:

Рисунок 1345054451

  • • Help Page Link – you can select whether to show link to the Help Center or not as well as to change its link and set your own;

  • • Open Course in a Browser select/deselect this option to be shown in the App (to allow learners to open the training in the Browser).

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