Creating and managing course catalogs

Introduction

A course catalog is where your courses and training plans are featured. Here, learners can get an overview of the selection of courses. And from the course catalog, course catalog admins can create new courses and training plans.

You can have several course catalogs in your LMS365 solution offering courses and training plans of different characters or to different audiences - for example, one catalog for an internal and another for an external audience.

To get started with LMS365, you need to create at least one course catalog.

This guide covers how you create and manage course catalogs, how you add course catalog administrators to course catalogs, and how you change the settings of current course catalogs in LMS365.

 

Creating course catalogs

 

NOTE: Only users with Microsoft 365 global administrator or SharePoint administrator roles can create course catalogs. 

Please find more information on LMS365 roles and permissions in this article.

 

 

To create a new course catalog:

1. From the Global Settings of the LMS356 Admin Center, go to the Course Catalog List.

2. Select Add Course Catalog and fill in the following fields in the Add Course Catalog panel.

add_c_c.png

  • Course Catalog Title - Specify the title of the course catalog. The title will be displayed in the Course Catalog List and on the course catalog home page.
  • Site URL - A relative address for your course catalog. By default, the site url is automatically generated while you are filling out the Course Catalog Title field. The Site URL field can also be manually modified. When the URL is auto generated or manually modified, all invalid characters, such as " # % & * : < > ? \ / { | } ~ [ ] ` ' ^ and space, are automatically excluded.

     

     

    NOTE: The period character must be manually altered. The period character is not allowed consecutively in the middle of a site address. You can't start or end a site address with a period.

     

     

    You can specify a new Site URL or use one that already exists. In this case, toggle the option Choose an existing Site URL or specify a new one and the following form will appear.

     

  • Site Language - In the Site Language drop-down menu, select the default language for the course catalog.

     


    NOTE:
    The language of the course catalog, My Training Dashboard, and LMS365 web parts will be the same as the language of the SharePoint site.

    If the preferable language of your browser is specified as the alternative language in SharePoint, you will see the LMS365 Admin Center in this language.

    The default language of the SharePoint site will be used if the browser language is not in the list of enabled alternative languages in SharePoint.

     

    site_language.png

  • Site Template - In the Site Template drop-down menu, select Communication Site or Team Site. By default, a course catalog is created as a SharePoint Communication site

After all is done, a new course catalog is created and a site collection for this course catalog with three pages are generated:


NOTE
:

  • It's impossible to configure regional settings of a course catalog while it's being created. You can configure the Regional Settings after the creation process is done.

  • If the existing site is a Classic Team site, the LMS365 course catalog and LMS365 Dashboard web parts will be created on modern pages.

    It's impossible to create a new course catalog on a site where a LMS365 course catalog is already installed.

    If your course catalog is already installed on a Classic Site Collection, we recommend you to migrate your course catalog to the modern look and feel for a better experience.

 

Adding course catalog administrators

Add a user to the Catalog Administrators field to make this person an administrator of the course catalog in question. By default, the user who creates the course catalog will become an administrator of it.

 


NOTE:
LMS administrators can only be added to LMS365 by another LMS administrator in LMS365 or by the Microsoft 365 global administrator. No one at LMS365 will have administrator access to your environment and, therefore, can't perform this action.

 


IMPORTANT regarding external users
: To add an external user as a catalog administrator (on SharePoint Communication sites), you need to manually activate the external sharing feature as it is disabled by default for SharePoint Communication sites.

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

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

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

Find more information on external sharing of SharePoint communication sites here.

 

add_course_catalog.png

 


IMPORTANT:

  • To avoid issues with access, the Microsoft 365 global administrator should grant the course catalog admin consent for the whole tenant. This will allow external users access to LMS365 web parts (such as the LMS365 Course Catalog and the LMS365 Dashboard web parts) and accept permissions for all LMS365 users so they will not need to login at their first visit. Please see this guide for instructions.
  • If the Users can consent to apps accessing company data on their behalf option is not selected in Azure Active Directory, the Microsoft 365 global administrator must grant this consent before users can use the LMS365 app.

 

 

Managing course catalogs

To manage the course catalog:

  • From the Course Catalog List, select the relevant course catalog.

  • From the Course Catalog Administration panel, select the relevant action.

    • Course Catalog Settings - From here, you can view the course catalog title, site URL, and site template, and add or delete course catalog administrators.
    • View Course Catalog - Select this action to go to the course catalog site. You will be redirected to the home page.
    • Manage Course Catalog - This action will lead you to the LMS365 Admin Center from where you can manage the course catalog, create courses, training plans, etc.
    • Delete Course Catalog - Select this action to delete the course catalog.

 

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