Transcript

SAP Jam User GuideVersion: November Release - 2014-12-03

SAP Jam User Guide

Content1 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.1 About SAP Jam. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.2 About this user guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.3 SAP Jam editions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.4 System requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.5 About the menu bars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.6 Search bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81.7 Upload a personal profile photo. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81.8 Edit profile information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91.9 Manage your account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

1.9.1 Email Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111.9.2 Feed Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141.9.3 Activate mobile access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141.9.4 Setup integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

1.10 First time login wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151.11 About colleagues' profile pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2 About the page designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172.1 Add rows and columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182.2 Delete rows and columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192.3 Adjust column width. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202.4 Add new pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202.5 Save draft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222.6 Publish a page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232.7 Edit a page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232.8 Page versions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242.9 Copy a page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252.10 Delete a page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

3 About widgets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273.1 Add a widget when designing a page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313.2 Add a widget to a blog or wiki. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333.3 Action widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333.4 Event widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343.5 Content widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353.6 Feed widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373.7 Forum widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383.8 People widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393.9 Photo widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

2 © 2014 SAP SE or an SAP affiliate company. All rights reserved.SAP Jam User Guide

Content

3.10 Related groups widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413.11 Search group widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423.12 Tag cloud widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433.13 Task widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433.14 Text widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443.15 Video widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453.16 Business record widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453.17 Business record list widget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

4 About feeds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484.1 Home feed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494.2 Group feed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544.3 Company news feed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554.4 Profile wall. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 574.5 Share a feed update. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 574.6 Reply to a feed post. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 584.7 Send feed post from email. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

5 About notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

6 About content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 636.1 Create a content item within a group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646.2 Create a content item on your Profile wall. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 666.3 Blog posts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686.4 Decision making tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686.5 Links. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 706.6 Planning tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 736.7 Videos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 746.8 Wiki pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

6.8.1 Create a wiki page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 766.8.2 Update group overview pages from wikis to page designer. . . . . . . . . . . . . . . . . . . . . . . . . . .77

6.9 Edit Group Overview pages, Wiki pages, and Blog posts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .786.9.1 About dynamic widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

6.10 Manage content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 916.10.1 Group folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 926.10.2 Copy content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 936.10.3 Move content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 946.10.4 Feature content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .956.10.5 Rename content title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 966.10.6 Tag content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 966.10.7 Delete content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 966.10.8 Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

SAP Jam User GuideContent © 2014 SAP SE or an SAP affiliate company. All rights reserved. 3

6.10.9 Upload files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98

6.10.10 Check out and check in documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

6.10.11 Add task with attached content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

6.10.12 Annotations and comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

6.10.13 Bookmark content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

6.10.14 Recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

6.10.15 Search and filter group content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

6.10.16 Draft content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

6.10.17 Extract zip to content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

7 About calendars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1107.1 Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

7.2 Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

8 About business records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1238.1 Working with Business Records from External Integrated Systems in SAP Jam. . . . . . . . . . . . . . . . . . 125

9 About forum topics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1299.1 Discussions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

9.2 Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

9.2.1 Answers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

9.3 Ideas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135

10 About reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

11 About language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

12 About integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15112.1 Microsoft® Lync® integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

12.2 Microsoft® SharePoint® integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

12.3 OpenText Content Server integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155

13 How to steps for common features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15613.1 How to: Update your status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

13.2 How to: Record a video. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

13.3 How to: Manage my feed filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

13.4 How to: Use popular tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161

13.5 How to: Invite people to a group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162

13.6 How to: Assign a task to a group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

13.7 How to: Search SAP Jam for.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

13.8 How to: Ask and answer a question. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

13.9 How to: Work with the Groups home page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

13.10 How to: Contact your colleague. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

4 © 2014 SAP SE or an SAP affiliate company. All rights reserved.SAP Jam User Guide

Content

1 Getting Started

1.1 About SAP Jam

SAP Jam is a social collaboration and decision-making solution that brings together people, processes, information, and applications to enable better problem-solving and decision-making. With SAP Jam, enterprises can use social networking to allow their employees and partners to collaborate on projects, learn, and innovate together.

SAP Jam is designed to drive results by structuring conversations and enabling people to make informed decisions and solve business-critical problems. SAP Jam provides features such as polls, activity feeds, blogs, video and document sharing and versioning, wikis, public and private groups to help employees quickly connect with one another, create and share critical information.

1.2 About this user guide

This user guide is intended for SAP Jam users who have the following roles:

● Group administrators: Create groups and manage group participants.● Page designers: Create the layout and organization for group pages.● Members: Work with content independently or collaborate within a group using any of a variety of SAP Jam

features.

1.3 SAP Jam editions

Depending on your edition of SAP Jam, different features are available. This document describes all features available in SAP Jam, regardless of the edition where the features are contained. For more information on what features are enabled in your edition of SAP Jam, go to this link:

http://community.successfactors.com/t5/Jam-Product-Resources/bg-p/Jamproductresources .

If you don't have access to the community, you can request access by sending an email to [email protected]

SAP Jam User GuideGetting Started © 2014 SAP SE or an SAP affiliate company. All rights reserved. 5

1.4 System requirements

SAP Jam is an internet-based offering that requires a connection to the Internet and a supported web browser. The following are are required to work with SAP Jam:

● Currently, the following web browsers are supported in SAP Jam:

○ Internet Explorer 9 to 11

NoteInternet Explorer 8 does not meet the requirements to display the full capabilities of the November 2014 release.

○ FireFox - All versions○ Safari 5○ Chrome - All versions

● Browser Configurations:

○ SAP Jam is a Web 2.0 application and uses caching heavily for static content. We recommend that companies do not clear their cache as this will significantly impact performance. The minimum recommended cache size is 250 MB. Newer Web pages must be enabled.

○ HTTP 1.1. and JavaScript must be enabled.○ Browser session cookies (non-persistent) must be enabled for authentication purposes.○ The browser must allow Pop Up windows from SAP Jam domains. These are used to display some types

of content.● Adobe Flash plug-in is required. Currently, SAP Jam supports Adobe Flash Player 9.0 or higher.● Java Runtime Environment (JRE) 1.7.0_51 or higher is required for recording Videos on Desktop.● Network Bandwidth Requirements - The recommended connection speed is 300-400Kbit/s. SAP Jam is

designed for speed and responsiveness with minimal use of large graphic files.

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Getting Started

1.5 About the menu bars

Menu bars and icons display throughout Jam to help you find information, customize your experience, and work with various features.

The image below shows the areas of the page that contain frequently accessed menus and icons.

Top right icons

The top right icons do the following:

● Thumbnail photo: Returns you to your Profile page.● Clipboard: Displays all the tasks assigned to you.● Bell notification: Displays a list of notifications. A number beside the icon indicates how many new, unread

notifications you have. If @@notify is enabled and sent via a group, you will not receive a notification unless you are following the group.

● Envelope: Displays a history of inbound and outbound messages.● Cog: Displays a drop-down menu of account settings, admin or contact admin details, colleague invite

function, custom help, and logout.● Help: If your organization has enabled a custom online help resource, you will be able to access it here.

Banner menu bar

The menu bar appears as a banner below the company logo, search and top right icons. When you scroll down, this menu bar disappears to give you maximum viewing space for your feed, but reappears when you scroll back to the top.The menu bar includes the following:

● Home: Returns you to the home page which lists your feed updates.● Groups: A drop-down menu that allows you to select a group, view all groups, or create a new group.● Company: Displays your company's public feed activity.● Business Records: Lists all applications with business records.● Bookmarks: Lists all the activities you have bookmarked.● Calendar: Lists your upcoming tasks and past and incoming events in a calendar display.

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1.6 Search bar

At the top of every page, there is a filtered search tool available to you for browsing SAP Jam. A drop-down filter beside the text box helps you refine which areas of SAP Jam to search through.

When searching from a Group page, you can choose to search the group you're in (i.e., "This Group" filter), or search by any of the other filters as shown in the previous image.

Figure 1: Search bar from the Home feed

1.7 Upload a personal profile photo

Profile photos make it easier for colleagues to identify your participation in SAP Jam. For example, when a comment is made or someone sends an update to a group, other members can quickly identify who participated when they see the photo beside the feed item. This saves time when following discussions in Groups that have many participants and extensive input.

Note● If SAP Jam is integrated with SuccessFactors, the photo you upload to SAP Jam will be replaced if a new

photo is uploaded into your SuccessFactors profile.● If you cannot upload a profile photo, it means that your company administrators has disabled the profile

photo upload capability. The administrator can enable and disable photos at any time to comply with your company policies.

1. Click the Profile tab.2. Click the camera (edit) icon in the photo frame.3. Click Upload a Photo to find the photo in your local directory.4. Select the photo you want to upload, and click Open.

NoteThe file should be smaller than 5 MB and in one of the following formats: JPEG, GIF, PNG.

5. Adjust the rotation, zoom, and placement of the photo in the frame and then click Save changes.You photo is uploaded.

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Getting Started

NoteYou can rotate and control cropping of the profile photo after you have uploaded it.

1.8 Edit profile information

Your profile contains information that you want to share with your colleagues, or to help your colleagues identify you. For example, if you are new to a company and want to learn who's who, you can click on a profile to learn names, job titles, and contact details. Once your account is set up, you can edit your profile information.

NoteSome fields described below may not be available or set to read-only permissions by your SAP Jam administrator.

To edit your profile

1. Click your profile photo from the icon toolbar. You can update the following information:

○ Expertise: Select or enter skills and areas of expertise that you want to advertise and list on your personal profile page.

2. Click Edit Details below the Expertise section. You can update the following information:

○ Basic Profile Information: First Name, Last Name, Nickname, Job Title, Start Date, and Job Description.

Figure 2: Basic profile information example

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○ Contact Information: Email address, Phone, and IM.○ Org Chart: Manager, Direct Reports, and Assistants.○ Office Information: Primary Office, Site, Building, Floor, and Notes.

3. Click Save changes to apply your updates.

NoteWith SAP Jam integration, profile information can be synchronized from SuccessFactors.

1.9 Manage your account

Account settings allow you to control features specific to your experience in SAP Jam. From the top menu bar, on the far right side is a cog icon. When you click it, a drop-down menu appears.

Figure 3: Cog icon and drop-down menu

Click Account to access any of the following:

● Change Password: Reset your password as per your company's password policy requirements.● Email: Indicate high, medium, and low priority for a variety of emails; specify the options for daily email

digests; select the frequency of group notifications.● Feed Settings: Create a custom feed by selecting what type of status, content, and other activity updates you

want to see.● Integrations: Setup integrations with other sites (e.g., Google Calendar, Google Docs, Personal Blog RSS,

Triplt, and Twitter).● Applications: Lists any authorized applications that have access your account.● Language: Select your preferred language. All pages in Jam will reflect your language preference. This does

not apply to text written by other users, unless they have written in your preferred language.● Mobile Setup: Add your mobile device so that you can access the Jam mobile app.● Time Zone: Set your time zone preference.● Trash: Contains items which you previously deleted, which can be restored.

NoteSome features may not be enabled. For more information about which features are available to you, contact your Company Administrator.

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Getting Started

1.9.1 Email Settings

When you click the Cog icon at the top of the page and choose Account from the drop-down menu, you can select Email to display the Email Settings page. There, you can control when and how often you receive update emails from SAP Jam. There are four general categories of emails sent by SAP Jam. From each category, you can check or uncheck specific options to either start or stop receiving email notifications related to specific events. The following is a list of email notification categories sent by SAP Jam:

● High Priority Emails: These are emails that SAP Jam sends to you on activity that is considered a high priority. It is recommended that you keep all the options in this section checked. However, you can choose not to receive emails for a particular type of event. High Priority Emails include the following notifications:

○ Direct Messages: Colleagues @mention you.○ Direct Message to All Followers (using @@notify tag): Colleagues you are following or are in the same

groups you’re in use @@notify to send a broadcast notification.○ Private Messages: Colleague sends you a private message.○ Notifications: New Notifications for you or involving you. This setting controls approximately a dozen

different emails notifications. Examples are you have a new follower, and you’ve been @mentioned from a content item.

○ Photo tagging: Colleague tags you in a photo.○ Video tagging: Colleague tags you in a video.○ Error Emails on 3rd party integrations: When integrations you’ve set up (e.g., with Google Docs or Twitter)

are no longer working correctly.○ External Applications: When a group you’re in that is integrated with an external system generates a

notification email that the records in that external system have been created, modified, or deleted.○ Tasks: When a task has been assigned to you, or a task already assigned to you has been updated.○ Nudges: When someone has sent you a status, skill or task nudge.○ Wall posts: When someone has posted something on your wall.

● Medium Priority Email: These are emails that SAP Jam sends to you on events that may not require your immediate attention. For example, when somebody comments on a feed or when somebody edits a wiki page that you created. You can decide which events in this section you want SAP Jam to send you email notifications about. Medium Priority Emails include the following notifications:

○ Feed Comments and Likes: Colleague has commented on or liked a feed post you’ve made.○ Invites: You've received an invite to join a group, attend an event, etc.○ First click on my Wikis, Links, or Documents: Colleague has clicked through for the first time on a wiki, link

or document you’ve posted.○ Wiki edit to a page you created: Colleague has edited a wiki you created.○ Wiki edit only when you were the last editor: Colleague has edited a wiki for which you were the previous

editor.○ Wiki edit on any page you edited: Colleague has edited any wiki that you have previously edited.

● Low Priority Emails: These are emails that do not require your immediate attention.

○ Employee of the Month Events: When someone has received the highest number of votes from colleagues in order to obtain the Employee of the Month acknowledgement.

● Daily Emails: These are emails that SAP Jam sends to you once a day. A Daily Summary Email will be sent to you if you have enabled any of the options below:

○ Clicks on my content: Someone has clicked on a content item I’ve uploaded or created.○ Reminder for old notifications: Controls whether daily alert emails mention any undismissed notifications.

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○ Yesterday's headlines: Controls whether daily alert emails include “headlines”, i.e., others’ most recent status posts, new images/documents, etc.

○ Yesterday's top 5 links: The top 5 links in the application that users clicked on in your company yesterday.○ Active Tasks Reminder: Reminder of still open Tasks assigned to you.○ Daily Status Nudge: Reminder to update your personal status on your profile wall.○ Track a Term: When the tracked terms you've entered have been used in SAP Jam.

● Group Notifications: You can select how often you receive notifications for each of the groups in which you are a member.

Figure 4: Group notifications settings

You can reply to email notifications sent by SAP Jam to add commentary back to the SAP Jam feed. Moreover, you can attach documents to your email reply and the attachments will be uploaded to SAP Jam. When you click on an item summary in the Activity Feed, the focus will move to the item further down the page.

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Getting Started

Figure 5: Email digest example

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1.9.2 Feed Settings

Your home feed is made up of events from the people and groups you are following; it's an accumulation of all the content that you have access to in both private and public groups. You can customize your feed to only display updates relevant to you by choosing a feed filter.

A number count appears within the browser tab to alert you of the number of new feed updates as you work in other browsers.

NoteWhen you make changes to your feed settings, all future events in your feed will be affected.

Related Information

Home feed [page 49]

1.9.3 Activate mobile access

Whether you're on the go or prefer not to work with a computer or laptop, you can easily access Jam via your mobile device.

To access SAP Jam, download the SuccessFactors BizX Mobile app from your mobile device app store. The following devices are supported:

● iPhone or iPad● Android● Blackberry

To activate mobile access

1. Download and install BizX mobile from your device's app store.2. Select SAP Jam as your account. The activation code is displayed in your mobile device.

NoteIf you have a SuccessFactors account, you can use that account to login instead. This will allow you to use other modules in SucessFactors such as Performance Management, Learning, and Compensation.

3. Go to your computer and login to your SAP Jam account to complete the activation process.4. Click on your name and select Account from the menu.5. Select Mobile Setup from the list.6. Click Add a Device. The Add a Mobile Device page appears.7. Enter the activation code displayed in your mobile device.8. (Optional) Enter a description for your device.

You can enter a name or description that is meaningful to you for each new mobile device. Your mobile device is now activated with your SAP Jam account.

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Getting Started

1.9.4 Setup integrations

SAP Jam lets you set up integrations with other sites and start syncing with them. For example, you can sync a Twitter feed with SAP Jam to automatically share status updates via Twitter or you can sync with Google Calendar to share events with SAP Jam. In order to set up integrations, you need to have an account with each external service. You can open a new account by following the links on the right menu. If you already have an account, enter the account information in the respective field and click Save Changes.

1.10 First time login wizard

When you first log in, if enabled by your company administrator, you will see a three-tab wizard that provides some recommendations to help you get started:

● Connect with People: Displays a list of people who are team members reporting to the same manager, follow the same people are groups as you do, have the same or similar job title, are in the same department, and are in the same country. You can choose to follow or unfollow them from this tab.If you follow them, their shared content will appear on your Home Page feed.

● Join Groups: Displays the groups you've already joined (e.g., auto groups where you are already a member) along with recommendations to join others based on groups that have names similar to your job title, and are most followed by the people you follow.

● Go Mobile: Provides information on iPhone, iPad, Android, and Blackberry apps.

Click Finish once you're done with the recommendations to begin using SAP Jam.

1.11 About colleagues' profile pages

Your colleagues' profile pages can contain information on how they can be contacted, what their job title is, and their recent activity in SAP Jam.

On your colleague's profile wall, you can:

● Choose Follow to receive feed updates on your colleague's activities.● Choose to Unfollow your colleague if you no longer want to see their updates in your feed.● Choose Send a Message to send a private message to your colleague. This activity will not appear on any wall

feeds.● Choose Show Additional Info to display more details about their job, ways to contact them, and their office

location.● Post a message on their wall which is also visible to other people visiting their profile page.

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Figure 6: Colleague profile page

From the Actions drop-down menu, you can:

● Send a Kudo: Recognize a colleague by selecting a kudo that acknowledges their work (e.g., teamwork, thank you).

● Add Task: Assign a task to your colleague to start working on an action item. Your colleague can change the task status from open to completed once they are done working on it.

● Nominate: Nominate your colleague to win the "Employee of the Month" accolade.You can only nominate one person per month. If you change your mind, you can also cancel your vote by clicking Cast Vote, and then Cancel your vote.

● Status Nudge: Send a nudge style reminder to your colleague to update their status.● Review Usage: If Content Administration is enabled, you can audit usage or view abuse reports on a selected

colleague.● Endorse Expertise: Enter an area of expertise in which your colleague excels. The endorsement remains

hidden until your colleague chooses to show it on their profile.

You can also see all the content and posts that your colleague has added to SAP Jam from their profile page.

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Getting Started

2 About the page designerAfter a group is created, you can begin to create some page layouts for the group content and information. The page designer feature enables you to add and organize the layouts in your group overview pages by using Jam widgets in a page editor. Widgets provide a way for you to collect and share information from colleagues, customers, or other members within the group. For example, you can use the Event widget to allow customers to register for an event, create a question and answer forum for new employees, or show a link to a video.

Rather than work with HTML in a wiki editor, the drag and drop convenience in the page designer enables you to create pages without any knowledge of HTML. You can add, move, resize, align, configure widgets, and modify the overall layout of a page. The Overview page is also searchable. Content on the Overview page (such as text widgets, widget titles, and widget captions) is now indexed and searchable using the SAP Jam global search box. The simplified yet powerful page designer is available in the group overview section.

NoteAlthough the wiki editor is still available, the widgets are more powerful, easier to use, and take less time to configure than it does to enter HTML. Page designer provides pop-up help when you place your cursor over each widget to explain it's purpose and how you can apply it to the page layout.

Figure 7: Getting started with page designer help

● To switch to page designer view while you are in regular page view, select the page tab that you want to work on and then click Edit below the Group header .

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Figure 8: Edit a page tab● To move a widget, simply click, drag, and drop.● To delete a widget, click the "X" icon on the top right hand corner of the widget.● To edit a widget's property, click the edit icon on the top right hand corner of the widget.● To save a draft of the page without publishing it, click Save Draft.● To display your completed page to the group, click Publish.

Figure 9: Publish and Safe Draft actions

There is no need to position any “cursor” for insertion and deletions on a page. In the page designer, cursor placement is now only relevant when editing the contents of a text widget.

NoteFor users of older browser versions (i.e., Microsoft Internet Explorer 9 and previous), click the “4-way arrow” icon on the top right corner of a widget, and drag to move it.

2.1 Add rows and columns

You can edit the page layout while you are creating a new page or after its creation. You can add a maximum of three columns within a row and one row within a column.

To add a new row or column in page designer view

1. Click the + icon on the vertical or horizontal edge nearest to where you want to add the row or column. For example, if you click + on the left side edge of a row or column, the widget is added to the left. If you click + on the top edge of a row or column, the widget will be added above the current widget.

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About the page designer

2.2 Delete rows and columns

You can edit the page layout while you are creating a new page or after its creation. Rows and columns can be deleted once widgets have been removed.

To delete a new row or column in page designer view

1. If there are widgets contained within the row or column, place your cursor or focus on the rop right corner of the widget and click X to remove. You can only delete a row or column after you delete all widgets from that area.

2. Place your cursor or focus on the top right corner of the column or row and click X to remove the row or column.

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2.3 Adjust column width

Column widths can be adjusted within two-column rows. The following column sizes are allowed: 240px (1 standard column), 300px, 360px (2 equal columns), 420px, and 480px (2 standard columns).

Context

To adjust the width of a column

Procedure

1. Place your cursor over the left or right border of the column until the cursor changes to the resize arrows.2. Click and drag the border to the left or right as needed. The other widget in the column will automatically

resize and align itself within the column.

2.4 Add new pages

You can use the page designer to create new pages. Adding pages can help you create structure, organize information, and make it easier for members to work with different actions and information.

To add a new page

1. Click the + at the end of the named page tabs.

2. The Add New Page pop-up appears. Choose a layout and then click OK.

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About the page designer

3. In the Title text box at the top of the page, enter a name. After you click Save Draft or Publish, the page name you entered will display to the right of the Overview tab. If the page name is longer than the width of the page layout, and you have multiple page tabs, the page tab will appear in the Show More drop-down menu.

4. As you create your pages, you may need to change the order in which they are presented from left to right. Click the rearrange tabs icon to view a list of all page tabs, and then click and drag.

5. Click OK.

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2.5 Save draft

You can save a draft of the page tab you are working on before publishing for all group members to see.

To save a draft of your page

1. If the Title text box is blank, enter a title for the page.2. When you are finished making edits to your page, click Save Draft beside the Title text box. The page will be

saved and added as the last page. If it has never been published, the page tab name will appear in italics and the message "This page is a draft and has not been published yet" appears.

Figure 10: Draft of a new page, in italics

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About the page designer

2.6 Publish a page

When you publish a page, you are enabling group members to view and work with a completed version of the page.

To publish a page

1. When you are finished making edits to a page, beside the Title text box, click Publish.2. The Publish dialog displays. Accept the default option, Major change, if your edits were significant and you

want to inform group members via the feed that the page was updated. Or, if the edits were not as significant, you can select Minor change and the update will not appear in the feed.

3. If it's a major change, enter some comments to describe the changes. This information will display in the feed and version history.

Figure 11: Major and minor change options4. Click Publish.

2.7 Edit a page

You can edit pages for a group within page designer. Edits can include things such as an update to selected widgets, rearranging their presentation, or adding and removing content to name a few.

To edit a page

1. On the group page, click the page tab that you want to edit.2. Click Edit below the group header.3. Proceed to make your changes.4. Once you have completed your changes, click Save Draft or click Publish if you are ready to display the page

to group members.

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2.8 Page versions

As you create and edit group pages, SAP Jam stores versions of your work. You can use it to view previous saved versions of your pages, when it was last updated, and also the name of person who last updated it.

To use the Versions feature

1. Select the tab you want to view version history for, and then click Versions. The Version History pop-up displays.

Figure 12: Page tab version2. To view a particular version, click the version and number under the Version column.3. The Overview page appears with a banner message to indicate which version of the saved changes you are

viewing.4. If you want to undo your most recent changes and go back to a previous version, click Revert to this Version

on the blue banner.

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About the page designer

Figure 13: Revert to the version you selected5. Return to the Version History dialog by clicking Versions. Notice that another version has been added to the

history; this is the reverted version.6. Click OK to close this window.

2.9 Copy a page

To save you time and effort in designing similar pages for one or more groups, you can use the Copy action to make a copy of an existing published page. The layout and all the wigets will be copied.You can then select the page and make changes as necessary.

To copy a page

1. Select the page tab that you want to copy. A blue bar underlining the page tab name will indicate that it has been selected.

2. Click Copy. The Copy To pop-up displays.3. Enter a new title for the page tab and choose the group that you want the page copied to.

Figure 14: Copy a page4. Click Copy.

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2.10 Delete a page

You can remove any and all pages for a group. If you've deleted a page in error, the page can be restored by the group administrator.

To delete a page

1. In page designer view, click the page tab that you want to remove and click Delete.

2. A confirmation message displays. Click Confirm to confirm the page deletion. The page is moved to the "Trash" section where it can be restored or purged.

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About the page designer

3 About widgetsWidgets are containers for a variety of content types such as video, feeds, and photos.When you add a widget, you are specifying that a section of the page, wiki, or blog contain some particular content.You can insert, remove, edit, and reposition widgets as needed.

Widgets for blogs and wikis are available in a content editor and for groups via a pop up menu when designing pages.

The following is a table of all widgets, where they are located, what they are used for, and the settings associated with each widget type.

Type Availability Purpose Settings

Video All (groups, wikis, and blogs) Show a link to an external video or a video file saved to the group content library.

Source: URL (for YouTube or Vimeo) or Embed Code (for SAP Jam or Kaltura)

Photo All Show a photo image. Filter by: Category, Priority, and TagsMaximum number of items: 25

Text Groups Insert and format text within a text editor. Can also include tables and lists.

People All Show a list or moving gallery of group members based on a selected filter.

Filter by: Most Active, Featured, Recently Joined, Most EndorsedLayout options: Carousel, ListMaximum number of items: 25Title: Free text

External Image Wikis and blogs Insert an image from your computer, from a website, or within SAP Jam.

Embed: URL and Title (free text)Upload: File location (file chooser) and DescriptionSearch SAP Jam: Search box with ability to select from results

External URL Wikis and blogs Show a link from your computer, to a file, new wiki page, or SAP Jam.

External Link: URL and Title (free text)New File: File location (file chooser), Title, DescriptionNew Wiki Page: Wiki Page Title (creates new wiki page and creates link to it)

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Type Availability Purpose Settings

Search SAP Jam: Search box with ability to select from results

External Widget Wikis and blogs Enter hyperlinks or code for external applications

URL, iFrame HTML Code, or Embed Code (e.g., authorSTREAM, Box, Google Calendar, Slideshare, Zoho Show, Other)

Feed All Insert activity feed based on selected filter.

NoteOnly one feed widget can be inserted per page, blog, or wiki.

Feed event filter: All Feed Events, Content Updates Only, Forum Events Only, Group Status OnlyLayout options: Standard, Emphasized (for bold broadcasting of events that meet a specific, customizable tag criteria)Title: Free textTag Filter: Filter by one or more hash tags. Multiple tags aggregates content with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)

Content All Show content such as documents, blogs, videos, images, links, and much more.

Type: Filter to Featured only, or sort by Content by Title, Last Updated, Most Viewed, Most LikedMaximum number of items: 25Select Folder: All Content, or select folder to show content fromFilter by type: All, All Files (uploaded content only), Blogs & Wikis, Decision Making Tools, Folders, Photos, Planning Tools, VideoLayouts: Thumbnail, Gallery, CarouselTag Filter: Filter by one or more hash tags. Multiple tags aggregates content

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About widgets

Type Availability Purpose Settings

with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)

Forum All Show questions, ideas, and discussions.

Filter by: All, Questions only, Ideas only, Discussions only, Topics onlyMaximum number of items: 25Topic Filter: All Topics, or restrict to a specific forum topicSort by: Last Activity, Most Replies, Most Likes/Votes, Most ViewedTag Filter: Filter by one or more hash tags. Multiple tags aggregates content with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)Title: Free text

Related Groups All Show links to other groups or subgroups.

Title: Free textGroups: Type-ahead search box with ability to select from results

Search Group Groups Search all content for that group

Tag Cloud Groups Show list of most popular tags for the group

Title: Free textMaximum number of items: 25

Task All Insert a task activity. Filter by: Active Tasks, Completed Tasks, All Tasks (no filter), Overdue TasksMaximum number of items: 25Sort by: Priority, Due Date (most imminent

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Type Availability Purpose Settings

first), Last Updated (latest first)Tag Filter: Filter by one or more hash tags. Multiple tags aggregates content with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)Title: Free text

Events All Show an upcoming or recent event.

Filter by: Category, Priority, and TagsMaximum number of items: 25

Action Groups Show a list of popular actions for the user to choose from.

Actions to display: Ask a Question, Add a Discussion, Add an Idea, Upload a File, Record a Video, Create a Wiki, Create a Blog Post, Create an Event, Add a TaskTitle: Free text

*Max number items shown in a widget can be manually changed to any integer by editing HTML directly

Business Record Widgets

Business Record widgets display live information about business data (Accounts, Opportunities, Service Requests) from SAP CRM. It is available only when SAP Jam/SAP CRM integration is configured. There are two types of business record widgets.

1. Business Record Single-Item Widgets: display key information about the single, primary business record from which the group is created.

2. Business Records List Widgets: display a summarized list of business records that are logically related to the primary business record and/or business records that are featured in the group.

NoteBecause they are geared towards surfacing group content, Dynamic widgets are not available in personal wiki pages or blog posts outside a group context.

Using embeddable UI5 widgets

SAP’s UI5 widgets are HTML5-compliant and can be embedded into any modern web-based user interface to use the features and capabilities of SAP Jam within external applications. With this release of SAP Jam, two new embeddable widget types have been added.

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About widgets

● The Create Group Control provides a standard interface for applications for creating SAP Jam groups, with group templates that support specific work patterns.

● The List Group Control displays a list of SAP Jam groups the user is a participant of, making it easier for developers to show lists of SAP Jam groups.

Add, Move, Delete, or Edit a Widget

To add a widget anywhere it is allowed on a page, click the corresponding “Add Widget” button.

By default, a widget is added to the bottom of a column. It can be moved easily elsewhere on the page.

● To move a widget, simply click, drag, and drop.● To delete a widget, click the "X" icon on the top right hand corner of the widget.● To edit a widget's property, click the edit icon on the top right hand corner of the widget.

There is no need to position any “cursor” for insertion and deletions on a page. In the page designer, cursor placement is now only relevant when editing the contents of a text widget.

NoteFor users of older browser versions (IE9 and below), click the “4-way arrow” icon on the top right corner of a widget, and drag to move it.

3.1 Add a widget when designing a page

To make the most of page designer, it's recommended that you plan your design first by performing an inventory on the types of content and activities that the group members will be working with. Once you have that information, you will be able to add widgets with ease and efficiency. You have the following options for widgets: video, photo, text, search, people, feed, content, forum, groups, action, task, tag cloud, events, and external business records list.

To add any widget to a page

1. In the page designer view, click Edit.2. Click on Add Widgetor the +icon to view the pop-up widget menu. As you place your cursor or focus over each

widget, you can view information that explains its purpose.

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Figure 15: Add widget3. Click the widget you want to insert on the page.4. A settings dialog appears for that widget. Enter or select the settings and then click OK if available for that

widget.5. Once you've finished working with a widget, click Save Draft at the bottom of the page to save your settings.

Figure 16: Save Draft and Publish commands6. When you have completed all your changes and additions, click Publish to make the page accessible to group

members.

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3.2 Add a widget to a blog or wiki

You can add a widget using the widget toolbar located in the content editor for a wiki page or blog.

To add a widget

1. Select your group and click Content from the left side navigation.2. Under the group name, choose Create Blog Post or Create Wiki Page from the menu or select an existing blog

post or wiki page from the list of content.

3. The content editor window opens. Place your cursor over the widget toolbar to view tooltips on the widget names.

4. Click the widget that you want to insert in your blog or wiki. The widget will insert itself wherever your cursor is active.

3.3 Action widget

When you insert the action widget, you enable group members to choose from a selection of commonly used action types. They may not be otherwise enabled elsewhere on the group pages, or are used so frequently they they require a dedicated tile to stand out amongst other sections. Only one action widget is allowed per page.

You can set the following details:

● Widget title: You can enter a name for the list of actions, or accept the default "Actions".● Configure content destination folders: The following actions, if selected, require you to specify a destination

folder or location in which to place the content. If you don't specify a folder or location then the defaults that display in the drop-down menus for each action will be applied.

○ Ask a Question○ Add an Idea○ Add a Discussion○ Create an Event○ Upload a File○ Record a Video○ Add a Blog○ Add a Wiki

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○ Add a Task○ Invite someone to this group

Figure 17: Action widget

3.4 Event widget

When you insert an event widget, you enable the group member to view a current and recent list of events.

You can set the following details for events:

● Event type: Choose to display upcoming events in ascending order by date or recent events in descending order by date.

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About widgets

● Category: Choose a color-coded category to help the group member visually identify the type of event (e.g., brainstorm, conference, meeting, milestone, other, social, training, webinar, uncategorized).

● Priority: Choose to display events of high, normal, low, or all priorities.● Maximum number of items: Click and drag the scale slider to set a maximum between 1 and 25 event items

to display.● Filter by tag: Enter text that refines what appears in the events list; one or more tags are allowed, comma-

separated.● Widget title: Enter a name for the events list or accept the default name provided by the selection in for event

type.

Figure 18: Event widget

3.5 Content widget

When you insert a content widget, you are enabling group members with space for upload, creation, and display of a variety of content.

You can set the following details for content presentation:

● Select layout: Choose a layout for the content (e.g., list, carousel, gallery, or thumbnail)● Type: Select the criteria that will determine which content displays (e.g., featured, content by title, last

updated, most viewed, or most liked).

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● Maximum number of items: Click and drag the scale slider to set a maximum between 1 and 25 content items to display.

● Select folder: Choose a folder from which you will store and upload your data.● Filter by type: Choose the content type that will display for this widget (e.g., blogs, decision making tools,

links, documents, photos, planning tools, videos, wikis, and folders)● Filter by tag: Enter text that refines what appears in the content; one or more tags are allowed, comma-

separated.● Widget title: Enter a name for the content or accept the default name provided by the selection in for Type.

Figure 19: Content widget

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About widgets

3.6 Feed widget

When you insert a feed widget, you are enabling a single display of activities. For example, if you add a feed widget to a page, you cannot add another instance of a feed. However, if you need to add more than one feed for a group, you can add a new feed on a separate page.

You can set the following details for an activities feed:

● Select feed type: You can select the type of activity to appear in the feed (e.g., content updates, forum updates, group status, or all activities).

● Select layout: The feed can display with the standard or emphasized font size and appearance.● Widget title: You can enter a name for the feed activity or accept the default name provided in the selection

for feed type.● Maximum number of items: Click and drag the scale slider to set a maximum between 1 and 25 feed items to

display.● Filter by tag: Enter text that refines what appears in an activity feed; one or more tags are allowed, comma-

separated.

Figure 20: Feed widget

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3.7 Forum widget

When you insert a forum widget, you enable the group member to view questions, ideas, and discussion submitted by their group.

You can set the following details when showing a forum:

● Forum type: Choose the type of forum to display (e.g., questions, ideas, discussions, topics, or all types)● Maximum number of items: Click and drag the scale slider to set a maximum between 1 and 25 forum items

to display.● Select topic: Choose the drop-down menu that displays to the group member when they want to select which

content folder (e.g., general, ideas, questions, or all topics) to place their question, idea, discussion, or topic.● Sort by: Choose how the forum will be organized (e.g., last activity, most replies, most likes or votes, or most

viewed).● Filter by tag: Enter text that refines what appears in the forum type; one or more tags are allowed, comma-

separated.● Widget name: Enter a name for the forum or accept the default name provided by the selection in for type.

Figure 21: Forum widget

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About widgets

3.8 People widget

When you insert the people widget, you enable group members to view a photo gallery of other group members based on a specific category or intentional selection.

You can set the following details:

● Member type: Select the list of members to display (e.g., most active, featured, recently joined, most endorsed, and selected members).

● Select layout: A list displays member photos at the same time. A carousel displays members, one at a time, in a constant rotation.

● Select maximum number of people: You can choose to set a maximum between 1 and 25 members to display.

● Widget title: You can enter a name for list or carousel, or accept the default (i.e., the name of the member list that your previously selected).

Figure 22: People widget

If you choose to select specific members then

1. From the Member type drop-down menu, choose Selected Members.2. Click Select.

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3. To select a member, do any of the following as required:

○ Use the Search box to enter the partial or full names of the members.○ Click Select all to select all members from the list.○ Or select individual members from the list.

Figure 23: Select members4. Click Done to save your selection.5. The list of members you selected will now display in the People Widget dialog. If you want to remove

them, place your cursor over the row with their name until you can see the X; click it to delete.

3.9 Photo widget

When you insert a photo widget, it allows you to choose an image that can be viewed by a group participant. The upload also automatically adds the image to the photo gallery for that group.

There are three options for uploading a photo:

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● Drop an image to upload: You can click and drag an image file from a folder on your computer into the photo widget space.

● Click here to select an image: You can click the link to browse for an image file on your computer.● Click here to choose an image from this group: You can click the link to browse for an image that was

previously added to the group space.

Figure 24: Photo widget

Once you add the image, you can click on the photo formatting toolbar that appears when you place you cursor over the top right corner of the image. The toolbar includes actions for adjusting the scale of the image, editing (e.g., title, captions, hyperlinks), and deleting.

NoteIf the image is small, the toolbar will not appear. Instead, the image will be centered. This is to avoid potential issues with alignment and pixelated distortion.

The image opens within the same page.

3.10 Related groups widget

When you insert a related groups widget, you enable group members to click links to view other groups.

You can set the following details for related groups:

● Widget title: Enter a name for the content section or accept the default name provided by the selection in for Type.

● Type: Choose to display subgroups that belong to the main group or create a list of groups that you want to show.

● Groups: If you've chosen to create a list of groups, enter the group name and click to select each group.

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Figure 25: Related groups widget

3.11 Search group widget

When you insert a search widget, you enable the group member to use a search text box to search the group pages. They can enter their own text, or type a few letters and then choose a suggestion from the drop-down list. Only one search widget is allowed per page.

You can set the following details:

● Widget title: You can enter a name for the search box, or accept the default "Search".

Figure 26: Search widget

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3.12 Tag cloud widget

When you insert a tag could widget, you enable group members to view the most popular tags used by and within their group. The most popular tags will display in a larger font size.

You can set the following details for the tag cloud:

● Widget title: Enter a name for the cloud or accept the default name, "Popular Tags".● Maximum number of items: Click and drag the scale slider to set a maximum between 1 and 25 tags to display.

Figure 27: Tag cloud widget

On the page view, the widget displays with an information icon. When you place your cursor over it, it shows the maximum number of popular tags that can display.

3.13 Task widget

When you insert a task widget, you enable group members to view the status of various group tasks .

You can set the following details for task activities:

● Task type: Choose from active, completed, overdue, and all group tasks.● Maximum number of items: Click and drag the scale slider to set a maximum between 1 and 25 task items to

display.● Sort by: Choose to display tasks by priority, due date, or last updated.● Filter by tag: Enter text that refines what appears in the task activity list; one or more tags are allowed,

comma-separated.● Widget title: Enter a name for the task list or accept the default name provided by the selection in for type.

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Figure 28: Task widget

3.14 Text widget

When you insert a text widget, a text editor displays where you can enter content such as text, lists, simple tables, and URL links. A formatting table is available for you to select fonts, colors, spell check, and other commonly used features for text editing.

You can also copy and paste content from other sources into this text editor.

Figure 29: Text widget

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About widgets

3.15 Video widgetWhen you insert a video widget, you can copy and paste a link to a video from Youtube, Vimeo, Kaltura, or SAP Jam. When the group participant views the page, they will be able to play the video within the same page.

You can also provide a name for the video.

Figure 30: Video widget

3.16 Business record widgetWhen you insert a business record widget, you are enabling the group member to view object properties for the business record (e.g., ID, main item name, etc.)

You can set the following details for the business record:

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● Widget title: Enter a name for the business record.● Object properties: Choose the properties you want to display from the scrolling list.

Figure 31: Business record widget

3.17 Business record list widget

When you insert a business record list, you enable a group member to view a list of related or featured business records.

You can set the following details for the business records list:

● Option list: Select a business record list from the drop-down menu.● Widget title: Enter a name for the business record list.● Show list type: Choose featured or related.● Filter by: If available, select a filter to refine the display.● Sort by: Choose a sort option and specify the order (i.e., ascending or descending).● Maximum number of items: You can choose to set a maximum between 1 and 25 items. in the business

record list to display.

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Figure 32: Business record list widget

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4 About feedsSAP Jam makes it easy for you to keep current with a collection of posts called feeds. Feeds display a constant update of activity shared by you, your groups, and your colleagues.You have access to three types of feeds:

● Home: Posts by all the groups you belong to, updates that you have posted, and any post mentioning your name.

● Group: Posts by group members only.● Company: Public, company-wide status updates. Private group postings are not included here.

A post can contain different types of content (e.g., documents, blogs), videos, photos, forum topics, and general status updates. Other group members or co-workers can be @mentioned, or hastags can be included to help others find your post.

Clicking on links to content in the feed allows you to quickly preview that content in a “lightbox”. A lightbox is a type of pop-up that overlays on top of the existing page. This allows you to quickly preview the content associated with the event in the feed to see the full context of the update. When you’re done previewing the content, the lightbox can easily be closed and you are returned to the same position in the feed without requiring the feed page to reload. This allows you to get to content with fewer clicks and generally speeds up user interaction with SAP Jam by requiring fewer page loads. Viewing content from the lightbox has also been enabled from group overview pages, allowing users to preview content immediately upon entering the group without having to navigate into the group structure.

Figure 33: Feed activity

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About feeds

Figure 34: Document preview in a lightbox

4.1 Home feed

You can control what you see in your feed updates by using the feed filters that display on your wall. By default, you will see a summary of all status updates posted by people you follow or in groups where you are a member. If you wish to refine your feed, you can use any of the following filters:

● Unread: Lists the feed updates that you have not viewed on your wall. Items in this view are marked as read even if you don't click on the item or scroll by it.

● @[Your Name]: List the feed updates that specifically mention you.● Replies: Lists all the feed updates that have replies to your posts and comments.● Show More: Allows you to create, edit, and save custom feeds where you can filter by specific members and

groups. You can also delete the custom filters that you create.

Figure 35: Feed filters

Create custom filters

Also, for SAP Jam instances that are integrated with other applications, where events in those applications appear in SAP Jam feeds, you can filter those updates from your Home feed.

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To create a custom filter for your Home feed

1. Click the Show More drop-down menu above the feed activity.

Figure 36: Show More > Manage Filters2. Choose Manage Filters. The Manage Filters pop-up displays.3. Click Create a New Filter. The Create a New Filter pop-up displays.4. In the Filter Name text box, enter a name for your custom filter.5. In the Filter Type drop-down menu select Member filter if you want to create a filter based on specific

colleagues, or Group filter if you want to create a feed based on one or more groups.

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About feeds

Figure 37: Member filter example6. Click Submit to save your new filter. When you return to the Show More menu on your Home feed, the named

filter will now appear in the list.

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Edit and delete filters

You can always edit your filter at anytime. For example, if you created a member filter with a particular employee who has changed departments and no longer provides relevant information, you can remove them from your filter. Or, if you find that a filter is no longer useful, you can delete it from your members list.

To edit or delete a filter

1. Go to the Show More drop-down menu and choose Manage Filters. The Manage Filters pop-up displays.2. Click the pencil icon to edit and the x icon to delete the filter. When you have more than one filter, you can also

click on the filters names to drag and drop them into the order that you want them to appear in the drop-down menu.

Figure 38: Manage Filter with edit, delete, and rearrange tab actions

You can also control the types of content that displays in your feed. For example, if you are interested in discussions and comments, but don't want to see updates from other co-workers via Twitter, you can access feed settings to enable and disable your feed selection.

To edit your feed settings

1. Go to the Show More drop-down menu and choose Edit Feed Settings. The Feeds Settings page displays.2. Select the type of updates you wish to see in your Home feed. You can also uncheck the items that you don't

want to see. You can change your selection at any time.

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About feeds

Figure 39: Feed settings3. Click Save Changes.

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4.2 Group feed

Your group feed displays a summary of the latest activities within your private and public groups. Group feeds can include recently uploaded or edited documents, discussions, or group-related questions.

To comment on work in progress, you can reply directly to status updates from your Home feed, or go to the group feed and post your reply there.

Figure 40: Group feed example

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NoteIf you don't want to receive group feed events in your Home feed, but want to remain a member of the group, you can choose 'Stop following this group' from the group settings. This will allow you to still be a member of the group, to receive notifications and @mentions from the group, but suppresses the group feed events from showing up in your Home feed.

To use the group feed post box to share an update with all group members

1. Go to the Feed Updates section of your group.2. In the post box below the group header, enter your update. You can use use the following actions with your

post:

○ Mention someone:@notifies a user that you specify by name or email address. One click will insert one "@" symbol; enter the name of the person after that symbol.

○ Tag:Click the hashtag icon to insert a "#" symbol; enter a tag.○ Add a photo:Click the camera icon to upload or drag and drop an image.○ Add a video:Click the video recorder icon to upload or record a video. You can also type the URL or copy

and paste a hyperlink to a video.○ Add a document:Click the document icon to attach or drag and drop a document.○ Ask a question:Click the question icon to post a question immediately to the group feed.○ Add an idea:Click the light bulb icon to post an idea immediately to the group feed.○ Add a discussion:Click the Conversation icon to post a discussion topic immediately to the group feed.

Figure 41: Post box with actions3. Click Submit to post your update to the group. Your update will also appear on your profile wall and home

feed.

4.3 Company news feed

Status updates that are not directly addressed to a specific group appear on the Company News Feed. The Company News Feed is public and viewable by anyone within your organization and contains all public feeds from your company. It doesn't include any feeds from private groups.

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From the Company page, you can also nominate a co-worker to be employee of the month in the Employee of the Month tab. Type your coworker's name in the box and click Nominate. You can also see a list of previous winners on this page.

Figure 42: Nominate a colleague for employee of the month

Another feature available in the Company page is the Chat Rooms tab. From the Chat Rooms tab, you can see a list of available chat rooms created by other users, you can also start a new chat room and invite colleagues to join. Chat rooms are public and available to everyone in your company. You can view a transcript for each room.

NoteIn order for this feature to be visible to SAP Jam users, your company administrator must enable the feature.

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About feeds

4.4 Profile wall

Your Profile wall displays activities and updates that directly affect you. For example, you will see all status updates and content posted by you or directly addressed to you (@mentions).You can also see updates on changes to your profile information. Everything you post to your Profile page is visible to everyone inside your company, but not to external guests. You can post personal status updates, videos, files, or other content to your Profile page to let everyone know what you are working on.

To post your update from your profile wall, enter your message in the post box and click Submit.

NoteYou can use @mentions to notify specific users, add hashtags, add a photo, video, or document to your post.

4.5 Share a feed update

The Share link that appears below the content of a feed update allows you to share that update with groups or other colleagues. For example, you may want to share important information from one of your group's wall to your colleague's wall. You can also add your own comments to the post, @mention colleagues, and #tag it.

To share a feed update

1. Below the feed update, click Share.2. From the Share with drop-down menu, choose the intended audience. You can choose to share with everyone

in the company or everyone in your group. You can enter the name of the group in a text box beside the Share with drop-down menu.

3. (Optional) In the post box, enter some comments to introduce the post you are sharing, provide #tag words or phrases, and @mention colleagues if you wish to specifically call out their attention.

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Figure 43: Share an update with a group or the company4. Click Share. A confirmation message displays to indicate that you have successfully shared the update.

NoteIn previous releases, the Share action allowed you to share a feed item via email. However as of the November 2014 release, sharing no longer occurs via email. This way, users can instantly view shares within SAP Jam without needing to check their email.

4.6 Reply to a feed post

When you see a new post or update by others (or yourself) on a wall feed, you have the option to make a comment (reply), like the post, share it with others, create an associated task, bookmark, delete, or mark it as inappropriate if you wish to report the post.

When you reply to a post, you can notify people, tag it, and now add an attachment.

To reply to a feed post directly on the feed

1. Click Reply below the post.2. Enter your comments.3. Click Post to post the update with attachment to the wall.

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Figure 44: Reply to a post on a group wall

To reply to a feed post from your email notification from SAP Jam

1. Go to the email with the feed post you want to reply to.2. Click Reply. SAP Jam opens the feed item.3. Click Reply and enter your comments.

4.7 Send feed post from email

If you use SAP Jam while away from the office and/or not connected to the web application via your computer, you can still post updates to the group feed with your mobile device.

To send a status update to the group feed via email

1. Go to the group overview page and click the Settings drop-down menu.2. Choose Send Status Via Email. SAP Jam will attempt to open your email client and set your email address as

an automatically generated one that is specific to you and the group.

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3. Enter your status update and then send the email. The group feed will be updated with your emailed post.

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5 About notificationsSAP Jam can bring your attention to content updates, posts, or replies to posts in two ways: by using the @mention and @@notify features and by email digests. When the notify features are used by your colleagues, you will see a list of notices under the bell icon on your top right SAP Jam toolbar. Email notifications are managed under email settings.

@mention

The @mention feature lets you notify specific users in SAP Jam. You can @mention a user by typing the '@' sign and then selecting your colleague's name from the drop-down list. When you type the first few characters of the person's name (e.g., "type-ahead"), a list of matching names will display if they exist. Depending on the context in which you use the @mention feature, the list of user names will be based on:

● @mention within a group: the list of possible user names will be restricted to the members of that group.● @mention outside a group: the list will include all users in your instance of SAP Jam.

@@notify

The @@notify feature lets you notify multiple SAP Jam users at the same time. Depending on the context in which you use the @@notify feature, the list of user names will be based on:

● @@notify within a group: notifies all members of that group about your content or activity; use this feature sparingly in groups with large member lists.

● @@notify outside of a group: on your profile wall, using @@notify will notify all users in SAP Jam who follow you.

In both cases, consider the number of people you may be notifying before you use the feature.

Your personal Notifications area ensures you can find all actionable SAP Jam events that are intended for you or involve your activities in one place. This includes @mentions, replies to your comments, likes of your posts, answers to your questions, feedback on your ideas, kudos you've received, and so on. The Notifications alert in the SAP Jam header displays the number of notifications you have.When you click the bell icon, a drop-down of those notifications displays, allowing you to view all, or view or dismiss individual items.

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For group administrators, where moderated participation has been enabled, notifications also alert you of new content that has been uploaded and is awaiting your review and approval.

For company administrators, notifications alert you to content that has been marked as inappropriate and requires your review.

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6 About contentContent items are blog posts, decision tools, links, planning tools, videos, wiki pages, images, documents (PowerPoint, Word, Excel), polls, and any other file that you upload to SAP Jam. Generally, group members provide their feedback on the information that content items contain, and use this information to collaborate and make decisions. Creating and sharing content collaboratively within an integrated environment has a great potential for improving the way your team works.

You can create content items in two areas depending on the intended audience for your content:

● SAP Jam group: Content placed here is available to all group members.● Your profile page: Content can be viewed by everyone in the company.

To access content within a group, navigate to the group where the content resides and click Content in the left navigation bar. You are directed to an overview of all content items that have been created in the group.

To access content within a person's profile page, navigate to the person's profile page and select a content category in the left navigation bar. You will see all content items of the selected category that this person has created.

Accepted File Formats

The following file formats for videos can be uploaded to SAP Jam:

● ASF● AVI: All supported formats● Avid: QuickTime ABVB, QuickTime Meridien, AVI Meridien, OMF ABVB, OMF Meridien, OMF DV50, DS High

Definition● DirectShow: All supported formats● Grass Valley: GXF MPEG-2● Leitch: MPEG-2, DV25● Media 100: Square, 601● MPEG-1: Elementary Stream, System Stream, Layer II Audio● MPEG-2: SP@ML, MP@LL, MP@ML Elementary Stream SP@ML, MP@LL, MP@ML, MP@HL, HP@HL 4:2:0

Program Stream 4:2:2P@ML, HP@HL 4:2:2 Program Stream SP@ML, MP@LL, MP@ML, MP@HL, HP@HL 4:2:0 Transport Stream 4:2:2P@ML, HP@HL 4:2:2 Transport Stream Layer II Audio, AC3 Audio

● MPEG-4: ISMA, 3GPP, 3GPP2● MXF● Omneon: MPEG-2● Pinnacle: MediaStream● QuickTime: All supported formats● Quantel: Clipnet MPEG-2● SeaChange: MPEG-2, SAF, 4:2:0, 4:2:2, Layer II Audio● Sony: IMX 4:2:2, MXF D-10, VSR2000 High Definition MPEG-2 VOB WAV● Windows Media 8 and 9

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NoteSAP Jam will convert video types that you upload as files into a Flash player.

The following file formats for images and audio can be uploaded to SAP Jam:

Accepted Audio Formats for Podcasts (Audio-only)

Accepted Audio Formats for Videos

Accepted Image Formats

AAC (MPEG-4 audio) AAC (MPEG-4 audio) BMP

FLAC MP3 GIF

MP3 MPEG 1 Layer II JPG

OGG PCM JPEG

WAV WAV PNG

WMA Windows Media Audio 8 and 9 WBMP

NoteAudio files protected with Digital Right Management encryption, such as protected AAC audio files (*.m4p) purchased via iTunes MP4 Baseline as audio container, are not supported.

Other supported file types for content upload include:

● Microsoft Excel: xls, xlsx● Microsoft PowerPoint: ppt, pptx● Microsoft Word: doc, docx● Adobe Reader: pdf

6.1 Create a content item within a group

When you create content within the context of a group, you are creating a resources that can be shared, viewed, or updated amongst members.

1. Go to the group where you want to create a content item and click Content in the left navigation bar. You will be directed to an overview of all content items that have been created in the group.

2. Click Create and select the type of content from the menu.

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You can create the following types of content items:

○ Blog post○ Decision making tools: Decision, Poll, Pro/Con table, and Ranking○ Link○ Planning tools: Agenda, Task, and Timeline.○ Video○ Wiki page○ Folder○ Private folder

You can upload the following content items:

○ Documents (i.e., Microsoft Excel spreadsheet, Microsoft Word document, PDFs, text file, and zip file)○ Presentations○ Videos

NoteNot all content types are available in all editions of SAP Jam. Contact your company administrator to learn more about your company's SAP Jam edition.

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6.2 Create a content item on your Profile wall

When you add content to your profile wall, you are adding content that can be shared with anyone in the company.

1. Click your profile photo at the top of the page beside the search bar to go to your Profile wall.2. From the Add Content menu, select the type of content that you want to create:

○ Blog post○ Link○ Poll○ Video○ Upload (A file from your computer)

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NoteNot all content types are available in all editions of SAP Jam. Contact your company administrator to learn more about which edition of SAP Jam your company is using. The following types of content can only be created within a group: Questions, Ideas, Discussions, Decision making tools, and Planning tools.

6.3 Blog posts

In SAP Jam, you can write a blog post to share ideas and thoughts that are longer than what status updates can accommodate. You can use blog posts to do the following:

● Post your view or thoughts on a specific topic.● Publish regular news and updates.● Evaluate and summarize events or projects for your team.● Provide feedback by commenting on a blog post.● Restrict comments.

To see all the blog posts in a group, click Content in the left navigation menu and select Filtered by: Blog Posts.

Note● If you click to edit a blog while someone else is working on it, you will need to choose to continue or cancel.

If you continue, a new draft of the blog is created.● Blog posts can only be modified by the blog post's creator or a group administrator.

The blog editor contains a word processing format toolbar, various widgets that you can click on to insert within the blog, the ability to @mention someone, and hashtags. As you write your blog, you can choose to save draft versions before you publish it to the group. This allows you time to proofread or make edits. However, if you publish your blog and then notice something that you would like to change, you can always edit it after it's been published and then re-publish it as a new version when you're ready.

6.4 Decision making tools

Decision making tools help direct the discussion in a group. Generally, group members add their input to decision making tools and make decisions analyzing the record of this information. For example, you can use a Pro/Con Table to create a set of options and gather positive and negative opinions about each option. Then, group members can use the record to help them decide which option to select.

The following decision making tools are available:

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Decision Making Tool Description

Decision Describes what decision needs to be made. Once it's been decided, you can record and lock your decision, and select group members to sign off on it. You can always re-open and change the decision.

Poll Allows you to ask a multiple choice question. When you create a poll, you define the question and the possible answers. The poll appears on the group feed of the group where you created it. As people respond to the poll, results are shown graphically as colored bars.

Pro/Con Table Allows you to create topics and have your team members provide pros and cons for each topic, along with the reasons behind each pro and con. If your view is set to Summary, the Pro/Con Table will only display the total pros and cons. If your view is set to Full Text, the reasons behind each pro and con will display.

Ranking Contains a question and a list of valid responses. In a Ranking tool, you would go through the following stages:

● Build: The question is entered, and the items to be ranked are added to the tool.

● Rank: Each team member ranks the responses and submits their own ranked list.

● Freeze: The rankings are tallied and the results are presented.

To see all the decision making tools in a group, click Content in the left navigation bar, select Filtered by: Decision Making Tools, and then select the respective tool from the menu.

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Figure 45: Decision Tool Example

6.5 Links

Links can be URLs to other websites, documents or other elements within a document. Links to most SAP Jam items open in a light box when you browse a link via the feed or overview page. Exceptions include questions, discussions, ideas, tasks, events, polls, videos, and business tools. As with other content types in Jam, you can organize, view, edit, delete, rename, and restore links.

Create a link

To create a link within the content repository

1. Select your group and then click Content.2. Below the group name, click the Create drop-down menu.3. Click Link.4. In the Add Link window, enter the URL to the link. If the URL is valid and contains metadata for a single

thumbnail or multiple thumbnail previewer, title, and description, that information will display when shared in a group feed. Metadata information also accompanies links for SAP Jam items such as wikis, blogs, and documents. All http URLs are converted to a readable hyperlinked title, where possible.

5. Click Submit to post the link as a document on the feed.6. If you forget or choose not to enter a title, the URL will display in full within the feed. You can change the title

by clicking the link from the feed and then clicking the title bar where the URL appears. Enter the title here.

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NoteThe Links section on the left side panel only appears as a view only library for groups, profiles, and companies created in Jam prior to the 1411 release. You can no longer add or delete links from this section. Those actions can only be performed within the Content section.

NoteThe option to post a link as an External Document has been removed.

Edit a link

To edit a link

1. Under Content, browse to the location where you saved the link and click the name of the link. The link opens in a light box.

2. To change the title of the content item which displays in the Content repository, click the title box and edit. Click anywhere outside the title to save your changes.

3. Click Edit from the list of actions below the name of the link.4. To change the title of the link which displays in the feed, click the title text box and make your changes.5. To edit the description, enter your changes in the description text box, below the title text box.

Figure 46: Edit the description for a link6. To edit the URL, enter your changes in the URL text box below the description.7. When you are done, click Post to re-post your updated link.8. You can hide or show a thumbnail image with the link by selecting or clearing a preview checkbox.

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Figure 47:

Go directly to the link

To go to the link without having to click through the link's content item page

1. In the Content repository, browse for your link.2. Below the link title, click Go To Link. The link will open within the same open browser instance; if you close the

window, you'll also be closing the browser instance for SAP Jam.

Figure 48: Go To Link

NoteExternal links or external pages accessed via the Content section or a feed will open in a new browser window.

Featured links (group administrator function)

To feature a link

1. In the Content repository, browse for your link.

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2. Click the content item title to go to the light box view.3. From the More drop-down menu, click Feature. Where content is enabled on group overview pages, the link

will appear as featured content.

6.6 Planning toolsPlanning tools help you plan and coordinate projects with team members. The following planning tools are available:

Planning Tool Description

Agenda Creates a meeting with a given start date and time. The agenda organizer and any collaborators can add topics to be discussed at the meeting, and set time limits for each topic. The Agenda is found within the Events page, and is available within the Calendar views.

Task Keeps track of your work. You can also assign tasks to other users to coordinate team collaboration. Tasks can either be personal tasks or tasks associated with a project.

Timeline Use to plan major milestones by weeks or months in advance, and display them as a concise list or a timeline.

To see all the planning tools in a group, click Content in the left navigation bar, select Filtered by: Planning Tools, and then select the respective tool from the menu.

Figure 49: Agenda Example

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6.7 Videos

In SAP Jam, you can create videos using the built-in screen capture tool or webcam. With video, you can narrate a power point presentation, introduce a process, or record a conversation. For a list of supported video codecs, see About content [page 63]

NoteTo play a video in SAP Jam, Adobe Flash Player must be installed in your internet browser. For the Java Runtime Environment (JRE) version required to record a video, see System requirements [page 6].

Creating a video with screen capture

1. Click the Add a Video icon on the status bar.2. Choose Click here to record a video.

3. You're immediately prompted to select one of the following:

○ Click here to record a screen capture: Take a video capture of what's on your computer or device.○ Click here to record from a webcam: Record a video using your computer's webcam.

NoteIf your Java version is previous to the minimum requirements stated in the System requirements section of this user guide, you will need to update it before you continue.

4. Click Run when asked to run the Java Check Applet in order to use the recording feature.5. If you choose the screen capture method, you can do the following:

○ When presented with the square recording frame, on the video navigation bar at the bottom, click the screen window drop-down menu to choose the area you wish to record. If you select "Manual", you can click and drag the diagonal arrows on the bottom right corner to resize the window. Press Enter to save your size preference or Esc to cancel.

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○ You can click and drag the recording frame to the area of the screen you want to record.○ If you wish to record sound, make a selection from the device drop-down menu.

Figure 50: List of sound devices depends on your system configuration

6. If you chose the webcam method, you can do the following:

○ When the system accesses your webcam, it will prompt you to set the Adobe Flash Player settings. You can click on each icon or accept the defaults and click Close.

○ To enable the system to begin using your webcam and microphone, click Allow.7. You can follow these general instructions for both methods of recording:

○ When you are ready to record, or to continue recording after you've paused it, click the red dot icon.○ When you want to pause the recording, click the double bar icon. On the left side of the navigation bar,

below the length of recording the word "Paused" will display to confirm that the recording has paused.○ Click the black square icon to stop recording.○ Click the play icon to preview the recording.○ Click Done if you are finished with the recording.○ Click Record Again if you want to re-record the video.

8. Click Preview if you want to see what the video will look like before you post it.9. Click Discard and Record Again if you've made an error and want to re-record.10. Click Submit to post the video to your wall or group feed. Depending on the size of your video, the upload may

need to time to process.11. To change the title of your video, click the title and provide a name.12. You can click Add Description to provide some context about your video.

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Best practices

● Keep your videos short. Break longer videos into smaller sessions.● Videos are more effective when they are lightweight and focus on a single topic.● If possible, use a headset while recording to make sure your audio is clear.

6.8 Wiki pages

You can create wiki content and share it on a group feed or your own profile wall.

Wikis can include different types of text, tables, pictures, or video content. In addition, you can attach any type of file to a wiki page or insert a dynamic widget. Users can assign existing tags to a wiki page or create their own ones.

Wiki pages can be edited in a draft mode to be published and made available to others later. In draft mode, a wiki page is only available to its creator. A version history of each document is available and older versions can be restored at any time.

6.8.1 Create a wiki page

You can use the wiki editor to create a repository of information to be shared with a group or for your own use.

To accommodate users who are creatingpages via a wiki editor, see the following instructions. Please note that if you are using the wiki editor to create Group overview pages, the wiki will be phased out for that purpose in an upcoming release. Instead, please see the new and easy to use page designer featureAbout the page designer [page 17].

To use the wiki editor

1. Navigate to the group where you want to create a wiki page and click Content in the left navigation bar. You will be directed to an overview of all content items that have been created in the group.

2. Click the Create drop-down menu and choose Wiki Page.The Add a Wiki Page page appears.

3. Enter a title in the Title box.4. Enter your content in the content editor. As you begin to type, a draft of your wiki is automatically saved.

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5. Select one of the following options:

○ Save Draft: This action saves a draft of your wiki, but does not publish it. The message, "This wiki is a draft and has not been published yet" displays in a light box. You can choose to Publish, Edit, or Delete Draft from this view. The draft is saved in the Drafts section of Content until it is published and is only visible to the group author.

○ Publish: This action saves your wiki and publishes it as per one of the following that you select:

○ Major change: Significant changes are posted to the group feed. Enter a brief description about the changes or new wiki in the text box below this option.

○ Minor change: Changes do not require an update post in the group feed. No notification is sent to group administrators or group members.

Click Publish to confirm your choice and to publish the wiki page.

Once the wiki page is created, the wiki content appears in a light box. You can click Edit on this page if you want to return to your wiki and make changes.

NoteIf you click to edit a wiki while someone else is working on it, you will need to choose to continue or cancel. If you continue, a new draft of the wiki is created.

6.8.2 Update group overview pages from wikis to page designer

When you choose to update your wiki group overview page to one designed via page designer, the system will do the update automatically. You may need to make small changes to the layout after the update.

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Please see the page designer section for more information on working with widgets in page designer, and how to adjust the layout.

6.9 Edit Group Overview pages, Wiki pages, and Blog posts

In SAP Jam, there are two ways to edit the content of a Group Overview page, wiki page, or blog post. You can use the provided content editor to control the formatting and layout of your Overview page, wiki page, or blog or you can enter HTML directly in the HTML source editor.

NoteThe wiki editor for overview pages will be phased out in an upcoming release. For those using the wiki editor to design group overview pages, a new message now displays, inviting users to start working with page designer.

The following options are available to you on the content editor:

● Format● Font Family● Font Size● Bond, Italic, Underline, and strike-through formatting● Text color● Background color● Alignment● Bulleted and numbered lists● Indentation● Insert and edit tables● Insert external URLs● Insert images: Embed an image, upload a new photo, or insert an existing photo from your SAP Jam network.● Insert Dynamic Widgets: You can insert people widgets, content widgets, forum widgets, video widgets, feed

widgets, or external widgets. for more information, see About dynamic widgets [page 80].

If you choose to manually enter HTML in the HTML source editor, some HTML elements are not allowed and will not display properly. The following table lists HTML elements allowed in wiki pages:

HTML element

Description Allowed attributes

A anchor class, href, rel, rev, target, title, type, name.

ADDRESS used by authors to supply contact information for a document

class, dir, id, lang, style, title.

BLOCKQUOTE

long quotation align, cite, clear, height, type, width.

BR forced line break clear.

CAPTION table caption align, height, width.

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HTML element

Description Allowed attributes

CENTER shorthand for DIV align=center

align, height, width.

COL table column align, bgcolor, char, charoff, span, valign, width.

COLGROUP

table column group align, bgcolor, char, charoff, span, valign, width.

DIV generic language/style container

class, contenteditable, data-title, display-mode, dir, filters, folder-id, height, id, lang, max-entries, sort-mode, style, subfilter, tags, title-enabled, type, width.

FONT local change to font color, face, font-weight, point-size, size.

H1 heading align, clear, height, width.

H2 heading align, clear, height, width.

H3 heading align, clear, height, width.

H4 heading align, clear, height, width.

H5 heading align, clear, height, width.

H6 heading align, clear, height, width.

HR horizontal rule align, clear, color, noshade, size, width.

IMG embedded image align, alt, border, class, height, hspace, src, style, vspace, width.

LI list item align, clear, height, type, width.

MARQUEE creates a scrolling effect behavior, bgcolor, direction, height, hspace, loop, scrollamount, scrolldelay, vspace, width.

OL ordered list align, clear, height, start, type, width.

P paragraph align, clear, height, width, style.

PRE preformatted text clear, width, wrap.

S strike-through text style

SPAN generic language/style container

align, class, height, id, style, width.

STRIKE strike-through text

STRONG strong emphasis

SUB subscript

SUP superscript

TABLE table align, background, bgcolor, border, bordercolor, bordercolordark, bordercolorlight, bottompadding, cellpadding, cellspacing, class, clear, cols, height, hspace, leftpadding, rightpadding, rules, summary, toppadding, vspace, width, style.

TBODY table body align, bgcolor, char, charoff, valign.

TR table row align, background, bgcolor, bordercolor, bordercolordark, bordercolorlight, char, charoff, height, nowrap, valign.

TD table data cell abbr, align, axis, background, bgcolor, bordercolor, bordercolordark, bordercolorlight, char, charoff, colspan, headers, height, nowrap, rowspan, scope, style, valign, width.

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HTML element

Description Allowed attributes

TFOOT table footer align, bgcolor, char, charoff, valign.

TH table header cell abbr, align, axis, background, bgcolor, bordercolor, bordercolordark, bordercolorlight, char, charoff, headers, height, nowrap, rowspan, scope, valign, width.

THEAD table header align, bgcolor, char, charoff, valign.

TT teletype or monospaced text style

U underlined text style

UL unordered list align, clear, height, start, type, width.

NoteIf an attribute is allowed, all possible values for that attribute will work. For example, you can set the DIV style to "float".

The following HTML elements are not currently supported:

● I● B● CODE● THEAD● HEADER● SECTION● FOOTER● IFRAME● SCRIPT

Wiki Editing

When editing a wiki, there are two different options for saving your edits: Save Draft and Publish. If published as a major change, it will post an update to the group feed or your profile wall, depending on the wiki location, with an option to include a description about the edits. Drafts and minor versions of your published wiki are not posted to the group feed or profile wall.

While you edit your wiki, your changes are automatically saved as a draft.

6.9.1 About dynamic widgets

Dynamic widgets are an assortment of actions that display the latest information when the page is viewed.

You can insert, remove, edit, and reposition widgets in a Group Overview page, wiki page, or blog post. You can also resize a widget by dragging the corners.

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NoteResizing a widget by dragging its resize handles is supported for Microsoft Internet Explorer and Google Chrome.

In the content editor used for group Overview pages, wikis and blogs, a number of widgets are available to integrate dynamic content into the contents of a page. Below is a table of the widgets available, where they’re available, and the settings associated with each widget type.

Table 1: Widget types and settingsType Availability Settings

People Only in groups ● Filter by: Most Active, Featured, Recently Joined, Most Endorsed● Layout options: Carousel, List● Maximum number of items: 25● Title: Free text

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Type Availability Settings

Video Anywhere ● Source: URL (for YouTube or Vimeo) or Embed Code (for SAP Jam or Kal­tura)

External Image

Anywhere ● Embed: URL and Title (free text)● Upload: File location (file chooser) and Description● Search SAP Jam: Search box with ability to select from results

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Type Availability Settings

External URL

Anywhere ● External Link: URL and Title (free text)● New File: File location (file chooser), Title, Description● New Wiki Page: Wiki Page Title (creates new wiki page and creates link to it)● Search SAP Jam: Search box with ability to select from results

External Widget

Anywhere ● Different input settings for different widget types (e.g., authorSTREAM, Box, Google Calendar; ‘Other’ allows any embed code)

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Type Availability Settings

Feed Only in groups ● Feed event filter: All Feed Events, Content Updates Only, Forum Events Only, Group Status Only

● Layout options: Standard, Emphasized (for bold broadcasting of events that meet a specific, customizable tag criteria)

● Title: Free text● Tag Filter: Filter by one or more hash tags. Multiple tags aggregates content

with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)

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Type Availability Settings

Content Only in groups ● Type: Filter to Featured only, or sort by Content by Title, Last Updated, Most Viewed, Most Liked

● Maximum number of items: 25● Select Folder: All Content, or select folder to show content from● Filter by type: All, All Files (uploaded content only), Blogs & Wikis, Decision

Making Tools, Folders, Photos, Planning Tools, Video● Layouts: Thumbnail, Gallery, Carousel● Tag Filter: Filter by one or more hash tags. Multiple tags aggregates content

with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)

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Type Availability Settings

Forum Only in groups ● Filter by: All, Questions only, Ideas only, Discussions only, Topics only● Maximum number of items: 25● Topic Filter: All Topics, or restrict to a specific forum topic● Sort by: Last Activity, Most Replies, Most Likes/Votes, Most Viewed● Tag Filter: Filter by one or more hash tags. Multiple tags aggregates content

with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)

● Title: Free text

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Type Availability Settings

Related Groups

Only in groups ● Title: Free text● Groups: Type-ahead search box with ability to select from results

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Type Availability Settings

Task Only in groups ● Filter by: Active Tasks, Completed Tasks, All Tasks (no filter), Overdue Tasks● Maximum number of items: 25● Sort by: Priority, Due Date (most imminent first), Last Updated (latest first)● Tag Filter: Filter by one or more hash tags. Multiple tags aggregates content

with any of the listed tags associated with it, does not equate to filtering for only content associated with all of the tags listed (‘or’ selection operation, not ‘and’ operation)

● Title: Free text

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Type Availability Settings

Events Only in groups ● Filter by: Upcoming or Recent Events, Category, Priority, and Tags● Maximum number of items: 25

*Max number items shown in a widget can be manually changed to any integer by editing HTML directly.

Business Record Widgets

Business Record widgets display live information about business data (Accounts, Opportunities, Service Requests) from SAP CRM. It is available only when SAP Jam/SAP CRM integration is configured. There are two types of business record widgets.

1. Business Record Single-Item Widgets: display key information about the single, primary business record from which the group is created.

2. Business Records List Widgets: display a summarized list of business records that are logically related to the primary business record and/or business records that are featured in the group.

NoteBecause they are geared towards surfacing group content, Dynamic widgets are not available in personal wiki pages or blog posts outside a group context.

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Using embeddable UI5 widgets

SAP’s UI5 widgets are HTML5-compliant and can be embedded into any modern web-based user interface to use the features and capabilities of SAP Jam within external applications. With this release of SAP Jam, two new embeddable widget types have been added.

● The Create Group Control provides a standard interface for applications for creating SAP Jam groups, with group templates that support specific work patterns.

● The List Group Control displays a list of SAP Jam groups the user is a participant of, making it easier for developers to show lists of SAP Jam groups.

6.10 Manage content

When working with content, you can perform a variety of actions that help you maintain them and keep organized as their volume increases, such as:

● Creating folders● Copying, moving, tagging, and deleting content● Apply different levels of permissions to content● Checking out documents for edits and checking them in to indicate that you've completed your work

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● Annotating, bookmarking, and recommending content● Creating filters to help you search for specific content

6.10.1 Group folders

SAP Jam groups may work with a variety of infomation and file types. When you create folders, you can organize content items into collections to make it easier for group members to discover relevant information. For example, you could create a folder for summaries of weekly meetings about an activity to make this information easier to find.

As a group administrator, you can also create private folders for sharing with selected individuals, to facilitate private collaboration. For example, a manager can create a private folder for each of her employees to do one-on-one mentoring and content sharing.

NotePrivate folders can only be created at the top level of the content section.

To create a group folder

1. Go to the Content section for the group.2. On the Create drop-down menu, choose New Folder.3. In the Add Folder dialog, enter a name for the folder.4. Select where you want to add the folder (e.g., top level, within another existing folder).5. Click Create. The new folder is added to the location you specified in the previous step.

To create an access-restricted private folder

1. On the Create drop-down menu, choose Private Folder.2. In the Add Private Folder dialog, enter a name for the folder.3. In the Share access with text box field, enter the names of the select members.4. Click Create. The new folder is added to the top level of the Content section.

NoteIf you want to remove access from a selected member, or provide another member with folder access, go to the private folder and click Edit Privacy.

Figure 51: Place cursor over author name to access Edit Privacy option

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Figure 52: Share access with

6.10.2 Copy content

If you have content that needs to be copied to another folder or group, you can copy individual or several files and documents at once.

To copy content to a folder or other group

1. From the Content section, select the content you want to copy.2. On the top menu bar, choose More > Copy selected items to.

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Figure 53: More > Copy selected items to3. In the Copy To pop-up, select the appropriate group.4. Select Top Level or the folder where you want to copy the content to.5. Click Copy.

6.10.3 Move content

When you add content, by default it may be added to a Top Level folder. As that might not be the best location, you may need to create folders to organize content uploads and find information faster.

To move your content to another folder

1. From the Content section, select the item(s) you want to move.2. Choose More > Move selected items to.3. In the Move to pop-up, choose the folder that you wish to move the content to.

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Figure 54: Select the folder to move the content to4. Click Move.

6.10.4 Feature contentIf you need to draw attention to a specific content item, you can specify it as a "featured item". The item will then be highlighted within the Content widget on the group overview pages when the type of content to display is set to "Featured".

To feature a content item

1. Go to the group page.2. Click Content from the left side navigation menu.3. Locate the item you want to feature and hover your cursor over the title area.4. From the More drop-down menu below the item, click Feature. A checkmark will appear under the Feature

column to indicate that the content item is now featured.

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If you no longer want to feature an item, you can follow the steps above, this time clicking Unfeature.

NoteYou can also feature folders in addition to content items like documents, links, videos, and blogs.

6.10.5 Rename content title

As you create and manage your content, you may find that a title may need correction or change. You can rename the title for a content folder or item within the Contents section.

To rename your content title

1. Go to the group page.2. Click Content from the left side navigation menu.3. Locate the item you want to rename and hover your cursor over the title area.4. From the More drop-down menu below the item, click Rename. Enter the text for the title and then click Save.

6.10.6 Tag content

Tagging content in SAP Jam works the same as with other web pages and blogs outside of it. When you tag content, you make it easier for other users to create alerts and search for the exact or similar content based on the tag that you use.Tags used throughout your group are visiually represented in a tag cloud.

To tag content in the Content section

1. Select the content you want to tag.2. Choose More > Tag selected items.3. Type the first few letters of the tag you want to use. If your company administrator has set a list of pre-defined

tags, you will see a list of related tags appear in the Tag text box.4. Select an existing tag (or enter a new one) and then click Add.

6.10.7 Delete content

When you delete content from the Content section, the content is removed from the Content section and placed in Trash. To permanently delete the content, you can click on Trash, select the item, and purge it completely.

To delete content from the Content section

1. Select the item(s) from the Content section2. Choose More > Delete selected items.3. Click Delete on the Confirmation message.

If you select an item that you do not have permission to delete, you will not be able to delete that item.

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Figure 55: Delete multiple files

6.10.8 Permissions

As a content owner who has uploaded a document to the Content section for a group, you can set permissions on individual documents and wikis in a group.

To edit the permissions on content

1. From the Content section, select the content for which you will edit the permissions.2. Choose More > Edit permissions.3. Move the circle to the desired permission setting and then click Save.

Figure 56: Edit permissions

You can choose one of the following permissions for documents:

1. Full Access (default): Other group members can view, edit, delete, rename, re-upload, restore, and download.

2. Limited: Other group members can view and download, but not edit, delete, rename, or otherwise change the document.

3. Read-only: Other group members can view only; downloads are not permitted.

You can choose one of the following permissions for wikis:

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1. Full Access (default): Other group members can view, edit, delete, rename, restore.2. Read-only: Other group members can view only (previously known as “Locked Page”).3. Hidden: Invisible to other group members.

Content owners have full access to the content that they upload. Group administrators have full access to all the content for their group.

6.10.9 Upload files

You can upload one or multiple files at the same time in the Content section of your group. Note that the files that you upload for your group are not maintained from the Content section of your own profile; the content stored there is independent of group content.

To upload files to the Content section

1. Click Upload FileUpload File from the Content section.2. Browse your local drive for the file(s) you want to upload.3. Select the file(s) and then click Open.4. From the Upload To drop-down menu, select the folder that you want to upload the files to and then click

Upload.

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Figure 57: Upload a Word document

NoteIf you are using Microsoft Internet Explorer 7 or later in combination with Microsoft Office 2007/2010/2013 for Windows (32-bit only), you can click Edit from the Content item page to open a document directly in Microsoft Office. When you save the document in Microsoft Office, the new version is automatically uploaded to SAP Jam; manual uploads and downloads are not required. A warning message displays to other group members in SAP Jam whenever a document is already in edit mode in Microsoft Office.

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Figure 58: Edit a Word document

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Figure 59: Edit in progress by another user message

NoteThree Microsoft Office document types are supported: Excel, Word, and PowerPoint.

6.10.10 Check out and check in documents

You may be working on a document that is concurrently viewed by other group members. To help prevent a situation where another user attempts to make edits to something you are currently editing and plan to publish, you can check out the document. When a user views your document, they will see a message indicating that you are editing it and have it checked out. After you are done working with your document, you can check it in. This will indicate to other group members that you are no longer working on the document exclusively.

To check out content

1. Go to the content item page.2. From the More menu, choose Check Out. A message displays above the document to indicate that you have

currently checked out the document. This message is visible to other group members.

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Figure 60: Check out a document from SAP Jam3. You can continue to work with your document outside of SAP Jam. When you are ready, you can click Upload

New Version, or if working in Microsoft Office with a Word, Excel, or PowerPoint file, you can save directly within those applications without having to manually upload a new version of the file.

4. From the More menu, choose Check In.

6.10.11 Add task with attached content

If you have a task to assign, and need to include one or more attachments from the group content, you can create a task directly from the content item view to save you a few steps.

To create a task with attached content

1. Go to the Content item view.2. From the More drop-down menu, choose Add Task.3. Complete the Task details and attach more content if required.

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Figure 61: Add a task with a content item attached4. Click Add Task.

6.10.12 Annotations and comments

If you want to comment inline on a document, you can do so from the content item page via the Comments menu. You can make a comment that applies to the entire document, or you can can insert an annotation that applies to a specific part of the document.

To insert a comment for a specific part of the document

1. Go to the Content item page for the document.2. From the Comment drop-down menu, choose Comment on highlighted area.3. A rectangle displays over the document; click and drag it to frame the area you want to comment on.

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Figure 62: Annotation4. Enter your comments and then click Post.

6.10.13 Bookmark content

When you bookmark individual content items, you are allowing SAP Jam to maintain a single access point for your favourite or most frequently accessed documents, blogs, links, and other content types.

To bookmark a content item

1. Go to the Content section.2. On the item you want to bookmark, choose the More drop-down menu and select Bookmark.

Figure 63:3. To view the bookmarked item, click Bookmarks from the upper menu below the notification and message

icons.

If you want to unbookmark the item, return to the More menu for the item and choose Unbookmark.

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NoteYou can also bookmark and unbookmark feed items from the More drop-down menu in the group feed.

6.10.14 Recommendations

Within a group, you can click the Recommendations tab to see the most viewed, featured, or liked content in that group. Recommendations can be filtered based on timelines (e.g., This Month, This Week, Today, All).

Figure 64: Content recommendations within a group

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6.10.15 Search and filter group content

In SAP Jam, you can search for people or information that you are looking for by typing a keyword in the Search box. If you are searching from within a group, you can limit your search to that specific group, by selecting the option This Group.

Figure 65: Search by This Group

It is also possible to filter an entire Group's content by content type by selecting one of the options in the Showing menu.

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Figure 66: Showing drop-down menu

The “featured” column shows which content is most important. Featuring content also displays it in the group home page tiles, making it more discoverable.

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Figure 67: Number of views, likes, and featured columns

6.10.16 Draft content

Content items that are still "in progress" and not available for group viewing are categorized as Drafts. Draft versions of blogs are listed above published and stored content in the Contents section of your group pages.

To work with drafts

1. Go to the Drafts area of the Content section.2. Place your cursor over the title area of the content item and click View.3. You can choose to publish, edit, or delete the draft. Once a draft is published to a non-private folder, it

becomes a version that is available to all group members.

6.10.17 Extract zip to content

Your group may have a large volume of documents or content required for archiving purposes.If you are a group administrator, you can upload a zipped file containing such items into your group's content folder.

NoteThe following conditions should be observed:

● File items in a single zipped file cannot exceed a maximum of 2000.● The size of the zip file cannot be larger than 2.14 GB.

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● The maximum number of nested folders is 9.● To ensure that the extracted files, once uploaded, are not mangled, it is recommended that you use an up-

to-date zip tool (e.g., 7zip) to create the correct zip file.● In the Parameters field for 7zip zipped files, you must enter "cu" to force UTF-8 filenames.

To extract zipped content to a group folder

1. Go to the Group Admin menu and choose Extract zip to content...2. Browse your local machine for the zip file you want to upload and extract. Click Open.3. Choose the folder that you want to upload the content to and then click Import.

4. A confirmation message appears; an email notification will be sent once the files are successfully uploaded. Click OK to dismiss the dialog.

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7 About calendarsCalendars display two types of date-driven activities: Tasks and Events.

Tasks are action items that you can create and assign to yourself or others. You can delegate and track important tasks that are related to feed updates. You can also submit due dates for Tasks and upon completion, the person responsible can change the status of their task, from open to completed.

Events are used to schedule activities, invite other group members to activities, and manage attendance. Group events can be displayed on a calendar (month/week/day) or as a list. As a user, you can also review all group events that you are participating in under a single aggregated view. Creating an event will create a feed notification in the group’s feed.

7.1 Tasks

You can access your task lists from the Tasks action on the top of the page. You can also add, edit, and delete tasks; and expand and collapse the details of a given task inline.

The following common filters are available:

● In Progress● All Tasks for Me● Assigned to Others● Unassigned● Following● Completed Tasks● Overdue Tasks● Group Tasks

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Figure 68: Tasks page

Sort and search for tasks

To sort your tasks

1. Go to the Sort By drop down menu and choose one of the following:

○ Due Date○ Priority○ Group

To search for a a specific task, enter the task name in the Filter by name text box beside the Sort by drop-down menu.

Manage your tasks

The following table lists all the actions you can perform with tasks that you create or tasks that are assigned to you and how to use them:

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Table 2: Task actionsAction Description How-to

Add: Assignees to task

Add multiple as­signees from a group to a task

Click Add Assignee to select from a list of group members and then click OK.

Figure 69: Add assignee

Add: Group

Add: Attachment Add an attach­ment to a task you created

To add an attachment to a task that you create, go to the Attachment drop-down menu and choose to upload a new file (e.g., document, photo, blog, etc.) or select content that has already been uploaded to a group content folder in SAP Jam.

Figure 70: Add an attachment

Add: Deadline and Reminder

Add a due date with a reminder notification to a task you created

To add a deadline for the task you created, click the Due Date action and then specify the date from the calender pop-up. You can also choose to send a reminder on a daily, weekly, or monthly basis until the task reaches the due date or the task is completed.

Figure 71: Due date and Send reminder drop-down menu

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Action Description How-to

Add: Description Add a description to the task you created

When you want to explain what the task is about or what is required of the task, you can enter a description in the Add Description text box.

Figure 72: Add a description

Add: Follower Invite a group member to follow the task

To invite a group member to follow the task, choose More Options > Add Follower. Click the Invite Follower text box and enter the names of the group member(s).

Figure 73: Invite a follower

Add: Priority Add a priority to the task you cre­ated

To add a priority to the task, click the Priority action and choose from Low, Medium, or High.

Figure 74: Priority action

Add: Tags Add a tag to a task assigned to you, or to a task you cre­ated

You can reuse existing tags (e.g., expertise, content, and forum post tags) and imported tags (e.g., via CSV upload or integration with the SuccessFactors Skills database) when adding tags to tasks. For exam­ple, when you start typing a tag for a task, a suggested list of existing tags will display in the Tag drop-down list.

Figure 75: Tag a task

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Action Description How-to

Status: In Prog­ress

Set task to "In Progress"

On the list of tasks, click the pushpin beside the due date for the in­tended task.

Figure 76: In progress marker

Status: Complete Complete task On the list of tasks, click the checkbox beside the task name to mark it complete.

Figure 77: Mark task as complete

Status: Change Change status of a task assigned to you

When you want to change the status of your work on a group task, you can select a status of In Progress, Completed, or leave it as the default (Open). When you change your status, this does not affect the status of work for other group members.

Figure 78: Change status of task

When a user is assigned a task, they are notified through SAP Jam Notifications.

All tasks need to be assigned to a specific group so they have clear business context.

Creating unassigned tasks

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You can create tasks without assigning them to anyone. The task is still visible to anyone in the group, but no notifications or reminders are sent about the task. The task also appears in your personal Tasks section, under Unassigned . You can assign members to or unassign members from tasks at any time.

This capability is in part designed to allow the creation of custom group templates that contain unassigned placeholder tasks. Every time a group is created using such templates, and members participate in the group, the tasks can then be assigned to specific group members to be carried out.

Assigning tasks to pending members

You can assign tasks to co-workers who have not yet accepted invites to your group. Once they accept the invite, one of the first pages they see when they join your group is the Tasks page.

Figure 79: Assigning a task to a pending member

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7.2 EventsYou can access your upcoming and most recent list of events from the Calendar menu item on the top of each page on the banner menu bar in SAP Jam. However, for creation of group events, you must be on the group pages first.

You can create events in a SAP Jam group to schedule activities, invite other users, and manage attendance. Group events can be displayed on a calendar by month, week, or day, or as a list. You can also review all group events that you are participating in under a single aggregated view. Creating an event will create a feed notification in the group’s feed.

To create an event

1. Browse to the group.2. Click Events from the left menu navigation.3. Click +Create on the top left corner of the calendar.4. Enter a name, start date/time, and end date/time. All event times default to the viewer’s personal time zone

stored in their SAP Jam profile.5. You can mark an event as “All Day”, thereby removing the need to enter the start and end time. You can also

provide an event description, specify the location, enter agenda items, choose a category from a preset list (e.g., meeting, social, training, webinar, etc.), choose a priority (e.g., Normal, High/Low), add tags, and attach any item from existing group content or your local drive to the event. Once an event is created, a group feed event is generated, and the event is visible to all group members. Anyone in the group can respond, comment, like, create tasks, add tags, and search for your events.

View and Manage Group Events

To see all events in a group, open the group and click on “Events” on the left-hand panel. You can display the events in a calendar (monthly, weekly, or daily view) or as a list. Click on the < > and “Today” buttons to navigate

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the calendar. Click on the date itself to drilldown quickly into the daily view for that date. When you hover over an event on the calendar, you see a quick pop-up view of the event with some basic information. Drag and drop allows you to change the date/time of an event quickly. Clicking on an empty space on the calendar allows you to quickly create new events. The group admin can configure the default group event view under Group Admin > Edit > Setup.Viewing

View and Manage All Events for Me

To see all events that you are participating in among your groups, click on the Events action on the top menu bar, then click on the All Events for Me tab on the left panel. This is an aggregated view of all events for which you have responded Join or Maybe, and events that you have been invited to but have not yet responded. You can review and filter this list like you can with the group events. If you would like to review your event invitations that you have not yet responded to, click on the ‘Event Invitations’ tab on the left panel.

Filter and Search

You can filter events by category (color-coded), priority, tags, and combinations thereof, using the filter panel on the right. The event title, description, location, and tags are indexed and therefore keyword-searchable as part of SAP Jam Search functionality.

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Integration of Tasks and Polls

Tasks and Polls are visually integrated into the Events interface as follows:

● Tasks that have due dates are plotted/listed alongside events on the group calendar● Tasks that have due dates and are assigned to you are displayed under ‘All Events For Me’● Polls that have closing dates are plotted/listed alongside events on the group calendar

You can toggle the display of Tasks and Polls on and off in the Events interface using the filter panel on the right.

Invite and Manage Members

As a host, you can optionally identify attendees for an event by explicitly inviting them to the event. Invitees receive notifications and other group members do not. To invite attendees, click ‘Create and Invite’ or ‘Invite Members’, then simply choose from the list of group members, or search for them by name or email.

As an invitee, you can respond to an event by indicating Join, Maybe, or Decline, and optionally include a comment along with your response. You can change your response at any time.

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SAP Jam keeps track of the total number of invitees who have indicated Joined, Maybe, Declined, and Awaiting Response. You can drill down into each category by bringing up the member list viewer and performing a keyword search on the member’s name and email.

Notifications are not sent to the host when someone responds. SAP Jam only generates a feed event when someone responds, and the response is accompanied by a comment. The feed event is displayed on the event page, not the group feed page.

Update and Cancel Events

To update an event, simply click ‘Edit’, make changes, and save. SAP Jam generates the appropriate updates in the group feed, as well as sends notifications to guests who have previously responded with a Join or Maybe, and guests who have been invited but not yet responded. To cancel an event, click Delete. The event will be placed in the group trash.

Privacy and Permissions

The group collaboration level determines various access privileges to events:

● Full: all users can create, update, delete, restore, view, download, comment, and respond to events.

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● Limited: group admins can create, update, delete, restore; others can view, download, comment, and respond.

● Read-only: group admins can create, update, delete, restore, comment; others can view, download, and respond.

An event’s details, its current invitee list, the member responses and any accompanying comments are visible to everyone in the group, regardless of whether they are directly participating in the event or not. There are no “private events” that are only visible to specific group members; to do this, create an event inside a Subgroup instead. Only the event host can invite others, edit, delete, and restore their own events. Group admins can always invite, edit, delete, and restore any event.

Save events to your desktop email/calendar application

You can download the iCalendar (.ics) of an event, and open it using any email or calendar application that supports the .ics format. A common example is Microsoft Outlook. The calendar object includes the event title, start/end date/time, location, and a link back to the event in SAP Jam. The calendar object is typically used as a personal event reminder. Whenever an event is updated in SAP Jam, you can re-download the iCalendar .ics and it will replace the old calendar object in your groupware. SAP Jam currently does not support the import and processing of iCalendar .ics files, only downloads.

Design an Agenda

The Agenda planning tool has been integrated into Events. All existing agendas prior to the introduction of events will continue to function independently of events, but no new “standalone” agendas can be created in SAP Jam. Now, you create an event, and you design an agenda within the context of the event. The functionality of the Agenda tool has not changed. You can continue to add/arrange agenda topics and specify topic presenters.

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Events Widget

The Events widget allows you to highlight and display a limited number of group events on the group Overview page or any wiki page or blog post in a group. You can filter by event priority, category, or tags.

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8 About business recordsView Business Records directly in SAP Jam

You can view real-time business record data in SAP Jam independently of feeds and groups when SAP Jam has been integrated with external business systems. This ability to view these records is dependent on your access rights to business records in that integrated system; access permissions are never elevated when systems are integrated to SAP Jam. You can quickly browse, search, and filter for specific business records, open and inspect each record, and decide to start collaboration or join the conversations in an existing group regarding these business records.

To access the business record browser, click Home > Business Records. Select a specific external application, and then select a business record type. The displayed list is sorted by last modification date in descending order by default.

● To search by record ID, enter the ID into the search box.● To filter the records, select one of the available filters from the “Showing: All” drop-down.● To inspect a business record, hover the mouse over the object to see the quick view. You can create a new

group from the record, feature it in an existing group, or open an existing group where the record is currently featured.

Follow Business Records

By following a business record, a user receives updates in their personal SAP Jam home feed on the comments posted to the object as well as any field-level changes made to the record.

Manual Follow / Unfollow

To manually follow or unfollow a business record, open it in its native business application and select ‘Follow’ / ‘Unfollow’. This feature is already supported for a number of SAP CRM business records including account, opportunity and service request. The addition in this release is support for the SAP ECC sales order and invoice records.

To manually follow or unfollow a sales order business record, open it in its native business application and click on the ‘GOS/Services for Object’ button. Then select the menu option ‘SAP Jam Follow/Unfollow’ and follow or unfollow the record.

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Automatically Follow

To automatically follow a business record, simply create a new group from the business record, or feature it in an existing group. You will start receiving updates on the record in your personal Home Feed. Note that other members in the group do not automatically follow the record. There is no automatic unfollow. To unfollow an record, open it in its native business application and select ‘Unfollow’.

8.1 Working with Business Records from External Integrated Systems in SAP Jam

View Business Records in SAP Jam

As a user, you can browse, sort, filter, and search a list of business records in SAP Jam to begin your collaboration. You can only access the business records that you are authorized to access in the integrated external system (SAP Jam honors the native access controls in the integrated system). To do this, click Business Records from the top menu bar, and then select the external application and business record type (e.g., Account) to view that data.

Create a group from a business record

To create a SAP Jam group to collaborate around a single business record, complete the following:

● Place your cursor over that record in the business record browser, in a group, or in a feed● Click Create Group in the pop-up window that appears● Fill in the information in the Create Group dialog

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The new group is automatically populated with up-to-date information about the business record, as well as any data related to that record.

For example, one can create a group from an account and select the Account Management template. The group is populated with details about that account, plus all related opportunities in the sales pipeline and related service tickets in the support queue.

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When viewing a related or featured business record in a parent group, one can also click the Create Group or Create Subgroup buttons to create a new group or subgroup for that record.

For example, one can view a related opportunity within the parent ‘account’ group, and then decide to create a new, dedicated ‘Deal Room’ group or subgroup to collaborate on that particular opportunity.

Feature a business record to a group

By featuring a business record into a SAP Jam group, you can bring additional contextual business information that supports the collaboration needs of that group. You may feature multiple business records, possibly of different types, into a single group.

To do this, complete the following:

● Hover over any business record in the browser, in a group, or in a feed● Click Feature in the pop-up window that appears● Start entering the name of the group in which you wish to feature the record. SAP Jam will search and auto-

complete your input. You can only see groups that you currently have access to.

Once featured, the object appears in the Featured section of the selected group.

Going social with a business record

You can socialize the business data that appear in an SAP Jam group, similar to how you socialize content items (documents, photos, wikis, blogs) in a group. You can post/reply to comments on a business record, like or tag it, and create tasks attached to it.

Comments posted to a business record within a group are contained to that group. Only users who are authorized to access that group (e.g. group members of a private group) and the business v can see the comments.

If Feed History is enabled, you will see the full account of past conversations posted about that object, including those prior to you becoming authorized for accessing the record or the group.

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9 About forum topicsForums are a specialized compartment used to group general discussions, questions and answers, and ideas to focus upon. Group members add questions, ideas and discussions to a forum topic and can change the forum topic's name. Group administrators can create, move, edit and delete specific forums or idea forums.

Question forums are made for submitting questions to a group, obtaining answers, and designating when a question has been answered. Idea forums are intended for soliciting ideas from a group and obtaining feedback on submitted ideas from other group members.

Forum topics can be open or restricted. An open forum topic allows the posting of discussions, questions, and ideas. A restricted forum topic allows the posting of only discussions, only questions, or only ideas.

You can also attach files to discussions, questions, and ideas to add more context and content to your original posts, answers to questions, and comments on ideas.

9.1 Discussions

Discussions can be created within groups and consist of different threads created by users and may contain an undefined number of interlaced answers. Discussions use a generic forum format for enabling any protracted discussion on a specific topic. Users who create a new thread can assign existing tags to that thread or create their own ones. Users can watch all threads in a group by email notification. Use discussions to do the following:

● Discuss strategies for new initiatives.● Exchange opinions and discuss with many people.● Obtain feedback.

Create a discussion on the group feed

If you would like to discuss a topic that has just come to mind and you want to begin the conversation immediately, you can post your discussion using the group feed.

To begin a discussion using the post box for status updates

1. Select your group and then click Feed Updates.2. On the post box below the group name, click the Discussion icon.3. Where it says "What would you like to discuss?" enter your discussion text. Use the area below the formatting

toolbar to provide more details, examples, etc. if necessary.

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Figure 80: Begin a discussion immediately on the group feed4. Click Submit . Your discussion is now visible in the group feed and on your own wall.

Begin a discussion within the Forums section

If you need a bit more time to compose your thoughts, proofread, or edit before you start your discussion, you can use the draft and publish action when adding a discussion in the Forums section.

To add a discussion within a forum

1. Go to the left side navigation for your group pages and click Forums.2. From the Add drop-down menu, click Discussion.3. Where it says "What would you like to discuss?" enter your discussion text. Use the area below the formatting

toolbar to provide more details, examples, etc. if necessary.4. Click Publish if you are ready to show your discussion. It is now visible in the group feed and on your own wall.5. If you are not ready to show your discussion but want to save what you've written so far, click Save Draft. You

can return to your saved draft via the Forums section when you are ready to continue.

9.2 Questions

You can create a question when you want to submit a question to a group, obtain answers, and designate when a question has been answered with the best answer. Group Administrators and question posters can mark a particular answer as a 'Best Answer.' To select the best answer from the list, click Mark Best Answer, and the question is labeled as answered.This allows other users to quickly identify correct or most up-to-date information when they search the forum. Group Administrators can also use the column indicators to monitor if questions are getting answered and see which ones need attention.

Asking a question

To ask a question

1. Go to the group page and click Forums from the left side menu.

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Figure 81: Forums menu2. Go to the Add drop-down menu and click Question to display the Add Question light box.

Figure 82: Add menu3. Where it says "What would you like to know?" enter your question. Use the area below the formatting toolbar

to provide more details, instructions, examples, etc. if necessary.

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Figure 83: Ask Question page4. By default, the question will be stored in the General folder unless you specify a new forum topic.Click the

drop-down menu beside the Publish action if you want to change which topic the question will belong to.5. Click Publish if you are ready to ask your question. Your question is now visible in the group feed and on your

own wall.

NoteIf a forum item is subject to group administrator approval, then when you click Publish, you will see a message notifying you of that requirement. The group administrator will receive a notification, stating that there is content pending approval.

6. If you are not ready to ask your question but want to save what you've written so far, click Save Draft. You can return to your saved draft via the Forums section when you are ready to continue.

7. If you have a saved draft of a question but no longer what to ask it, you can open the draft and click Delete Draft.

Drafts of questions

Saving a draft of a question is useful when you have a long composition to enter, need time to obtain information, want to begin a question or record your thoughts and refine the question before submitting it to the group. It can also be a placeholder in case you want to ask a question, but not immediately. When you have saved a draft of a question, that draft is saved in the Drafts area of your Forums section.

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You can access the draft by clicking on its title. This will open the draft in a light box, where you can choose, to publish, edit, or delete your draft.

Adding a forum topic

Forum topics help organize questions, ideas, and discussions into categories to help members find the information they are searching for. You can create a forum topic and then specify the type of forum that best describes or qualifies the topic.

To add a forum topic

1. In the Forums section, go to the Add drop-down menu and choose New Forum Topic.2. In the Add Forum Topic light box, enter a name for the topic and select the forum type from the drop-down

list.

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3. Click Create.

9.2.1 Answers

When you answer a question posed by a group member through a forum nor group feed, you can respond to it as you would with a comment, and optionally include an attachment to support your answer. The question may also include @mentions to notify specific members and hashtags to help make the question searchable. Other group members and the person who asked the question may like or reply to your answer.

To answer a question

1. Go to the question you want to answer and click Answer.2. Eneter your response in the text box below the question.3. (Optional) Click Attach a File to include a file from the content repository for the group or from your local

drive.

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4. When you are finished, click Answer to post your response to the question.

9.3 Ideas

If you have an idea and would like to share it with group members for feedback or to initiate discussion, you can create an idea and post it on the group feed. Idea management can be an effective way to get feedback and advice from employees, partners or customers that you invite to the group. Group administrators can create Forum Topics to collect ideas on things like how to solve workplace challenges or which products to develop. Ideas use a format geared towards posting ideas and having other group members vote on these ideas and provide additional feedback on them. After group members provide feedback by voting an idea 'up' or 'down' or providing comments on an idea, you can look at the total amount of votes to gauge the overall sentiment of your audience towards the ideas submitted. ‘Up’ votes and ‘Down’ votes are tracked independently of one another, rather than ‘down’ votes detracting from ‘up’ vote counts.

Group admins can set the following ‘states’ of an idea to indicate where it stands in the ideation life cycle:

● Submitted: The idea has been entered by the idea owner, but not yet formally reviewed

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● In Progress: The idea is under formal review, with the review outcome pending● Accepted: The idea has been accepted after formal review● Declined: The idea has been declined after formal review● Under Consideration: The idea is under consideration after formal review, but not yet accepted or committed

to● Completed: The idea's implementation has been completed

Create an idea on the group feed

If you have an idea that has just come to mind and you want to present it right away, you can post your idea using the group feed.

To create an idea using the post box for status updates

1. Select your group and then click Feed Updates.2. On the post box below the group name, click the Idea light bulb icon.3. Where it says "What idea would you like to share?" enter your idea. Use the area below the formatting toolbar

to provide more details, examples, etc. if necessary.

Figure 84: Share an idea immediately on the group feed4. Click Submit . Your idea is now visible in the group feed and on your own wall.

Create an idea within the Forums section

If you need a bit more time to compose your thoughts, proofread, or edit before you submit your idea, you can use the draft and publish action when creating an idea in the Forums section.

To create an idea within a forum

1. Go to the left side navigation for your group pages and click Forums.2. From the Add drop-down menu, click Idea.3. Where it says "What idea would you like to share?" enter your idea. Use the area below the formatting toolbar

to provide more details, examples, etc. if necessary.

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Figure 85: Add Idea page4. Click Publish if you are ready to present your idea.It is now visible in the group feed and on your own wall.5. If you are not ready to show your idea but want to save what you've written so far, click Save Draft. You can

return to your saved draft via the Forums section when you are ready to continue.

Voting on an idea

To respond to an idea via a profile wall or group feed

1. Go to the group feed or your profile wall.2. In the Idea box, click Vote Up if you agree with the idea or Vote Down if you do not agree.

Figure 86: Vote Up example

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10 About reportsSAP Jam reports display adoption metrics including user contribution and consumption activity. SAP Jam Reports can be downloaded as CSV files from the Reports tab. Most reports are available to Group Administrators for group-specific data.

To run a report:

1. In SAP Jam, as a company administrator, click on your name at the top of the page and select Admin from the context menu.The SAP Jam Admin console is displayed.

2. Select Reports from the sidebar menu.The Admin Reports page is displayed.

NoteThis horizontal bar indicator show the percentage of the available disk space used, as well as numeric values for the disk usage of stored reports. A script is regularly run that will delete company administrator reports that are older than seven days. In addition, notifications are sent to company administrators when they are at 80% and 100% of their storage allocation. These notifications occur daily, are not configurable, and cannot be turned off.

3. Select the options for the report that you want to run:

a. Users: Select either This Company or Guest Users.b. Select Report: Select the type of report that you want to run.

The reports that are available differ if you are a Company Administrator or a Group Administrator. The reports available to each type of administrator are described below.

c. Time Frame: Click on the Start Date and End Date fields or calendar icons to select the beginning and ending dates, respectively, for the period to be covered by your report from the pop-up calendar selector widgets.

d. Group: Select either All Company or any of the groups that have been created in your company.4. Once you have set the parameters for the report that you want to run, click Request report.

The report is queued to be run. Your report will be run almost immediately if the end date is in the past. Your report will remain in the queue to be run after the end date if the end date is currently in the future.Queued and completed reports will be listed in the table below the report options section of the page.

5. To download your report, click the name of your report in the table below the report options section of the page, which will open your browser's download options dialog box.

NoteIt may be necessary to reload the page in your browser to see a recently run report.

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SAP Jam Group Administrator reports

The following reports are available to SAP Jam Group Administrators:

Report Description

Activity Summary by Week or Month

Aggregated counts of content creation activities. This report can be run against the entire company, or a specific group.

Content Consump­tion by Week or Month

Number of views per week or month for rich data content types (blogs, documents, links, photos, videos and wiki pages).

Contribution Report by Object by Week or Month

Aggregated activity count for all items in SAP Jam such as comments made, groups cre­ated, photos and documents uploaded, and so on. This report Includes activity in private groups.

Group Member Ac­tivity Report

List of members in each group, including the number of activities in the last 30 days.

User Consumption by Week or Month

List of users and the number if items they have viewed in a given time frame. Items con­sumed can be any item that has a view count (For example, documents, photos, and wi­kis). Only users who have viewed at least one item within the requested time frame are listed.

User Contribution by Week or Month

Number of objects a user has contributed per week or month.

User Activity Report Aggregate of content contributed per user for specified time range.

Idea Report A CSV formatted export of all Ideas in the group meeting the selection criteria.

Terms of Use Com­pliance

List of users who have accepted versions of group Terms of Use, with associated time stamps of their acceptance.

SAP Jam Company Administrator reports

The following reports are available to SAP Jam Administrators:

Activity Summary by Month or Week

Aggregated counts of content creation activities. This report can be run against the entire company, or a specific group. Displays one column per week or month in the time period selected. Rows are:

● Blogs: A count of the number of blogs created in the week/month, as well as a total for the entire period.

● Chats: A count of the number of chat posts in the week/month, as well as a total for the entire period.

● Comments: A count of the number of comments made in the week/month, not counting those in Discussions or Ideas, as well as a total for the entire period.

● Discussion Comments: A count of the number of comments made created in the week/month on discussions, as well as a total for the entire period.

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● Discussions Created: A count of the number of discussions created in the week/month, as well as a total for the entire period.

● Document Annotations: A count of the number of documents annotated in the week/month, as well as a total for the entire period.

● Documents: A count of the number of documents uploaded in the week/month, as well as a total for the entire period.

● Groups Created: A count of the number of groups created in the week/month, as well as a total for the entire period.

● Idea Comments: A count of the number of comments made in the week/month on ideas, as well as a total for the entire period.

● Ideas Created: A count of the number of ideas created in the week/month, as well as a total for the entire period.

● Kudos Sent: A count of the number of kudos sent in the week/month, as well as a total for the entire period.

● Links: A count of the number of links added in the week/month, as well as a total for the entire period.

● New Invitations: A count of the number of invitations sent in the week/month, as well as a total for the entire period.

● New Members: A count of the number of new group members in the week/month, as well as a total for the entire period.

● Nudges Sent: A count of the number of nudges sent in the week/month, as well as a total for the entire period.

● Photo Annotations: A count of the number of photo annotation added in the week/month, as well as a total for the entire period.

● Photos: A count of the number of photos uploaded in the week/month, as well as a total for the entire period.

● Poll Votes: A count of the number of poll votes cast in the week/month, as well as a total for the entire period.

● Polls: A count of the number of polls created in the week/month, as well as a total for the entire period.

● Questions Answered: A count of the number of answers to questions added in the week/month, as well as a total for the entire period.

● Questions Created: A count of the number of questions created in the week/month, as well as a total for the entire period.

● Status Updates: A count of the number of status updates made in the week/month, as well as a total for the entire period.

● Tasks Created: A count of the number of tasks created in the week/month, as well as a total for the entire period.

● Videos: A count of the number of videos created in the week/month, as well as a total for the entire period.

● Wiki Pages: A count of the number of wiki pages created in the week/month, as well as a total for the entire period.

Company User Detail Report Note

Only the Users and Select Report options remain after this type of report is selected.

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Shows a row for each user with access to SAP Jam. The columns of this report are:

● User ID: The user's SAP Jam ID.● First Name: The user's first name.● Last Name: The user's last name.● Title: The user's title.● Email: The user's email address.● Country: The user's country of residence.● Joined?: Whether or not the user has logged in to SAP Jam.● First Login At: The date and time that the user first logged in at.● Disabled At: The date and time that the user was disabled at, if they were disabled.● Last Login At: The date and time that the user last logged in at.● Administrator Type: The user's member type (User, Support Administrator, or Company

Administrator).● Status: The user's member status (Pending, Active, or Alumni).● Invited By: A semi-colon separated list of the users that invited this user to join SAP Jam.

Compliance Report Note

Only the Users and Select Report options remain after this type of report is selected.

Shows a row for each compliance or profanity violation. Note that "compliance" is much like profanity in that it is based on word checks against a dictionary, but the content of the dictionary is intended to be business related, as in terms related to your company's intellectual property. The columns in this report are:

● Flag: The type of violation ("profanity" or "compliance").● Term: The offending term in the context of the preceding and following few words.● Type: The type of the content in which the violation occurs.● Date: The time and date at which the violation occurred.● Email: The email address of the offender.● Name: The full name of the offender.● Action: The action, if any, that was taken in response to the violation.

Content Consumption by Week or Month

Columns showing the number of views per week or month for the rich data content types that are listed in the following rows:

● Blogs: A count of the views of blogs in the indicated week/month, as well as the total views for the entire period.

● Discussions: A count of the views of discussions in the indicated week/month, as well as the total views for the entire period.

● Documents: A count of the views of documents in the indicated week/month, as well as the total views for the entire period.

● Ideas: A count of the views of ideas in the indicated week/month, as well as the total views for the entire period.

● Links: A count of the views of links in the indicated week/month, as well as the total views for the entire period.

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● Photos: A count of the views of photos in the indicated week/month, as well as the total views for the entire period.

● Questions: A count of the views of questions in the indicated week/month, as well as the total views for the entire period.

● Videos: A count of the views of videos in the indicated week/month, as well as the total views for the entire period.

● Wiki Pages: A count of the views of wiki pages in the indicated week/month, as well as the total views for the entire period.

Contribution Report by Object by Week or Month

Columns showing the aggregated activity count in SAP Jam for the content types that are listed in the following rows:

● Blogs: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Chats: A count of the activity in chats for the indicated week/month, as well as a total count of the activities for the entire period.

● Comments: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Discussions: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Documents: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Expertise Added: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Expertise Endorsed: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Ideas: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Questions: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Kudos Sent: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Links: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Photos: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Polls: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Poll Votes: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Status Updates: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Tasks: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Tags: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

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● Videos: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Wikis: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

● Groups Created: A count of the activity in blogs for the indicated week/month, as well as a total count of the activities for the entire period.

Engagement Report Note

Only the Users and Select Report options remain after this type of report is selected.

Rows are shown for each active user in the company, with the metrics for tracking user engagement shown in the following columns:

● User ID: The user's ID number.● Email Address: The user's email address.● First Name: The user's first name.● Last Name: The user's last name.● Number of Followers: A count of the user's number of followers.● Number of People Following: A count of the number of people that the user is following.● Number of Groups Following: A count of the number of groups that the user is following

(is a member of).● Number of Groups where the user is the Admin: A count of the number of groups for

which the user is an Administrator.● Number of Wiki Pages Following: A count of the number of wiki pages that the user is

following.● Number of Tasks Assigned: A count of the number of tasks that the user has been

assigned.● Number of Tasks Following: A count of the number of tasks that the user is following.

Expertise ReportNote

Only the Users and Select Report options remain after this type of report is selected.

Shows rows for each user who has defined an expertise, with information on those users shown in the following columns:

● User ID: The user's ID number.● Email Address: The user's email address.● First Name: The user's first name.● Last Name: The user's last name.● Expertise: A comma-separated list of the user's areas of expertise.

NoteIf the user has entered these areas of expertise at different times, they will appear as separate entries in the report.

● Visible: Whether the user's areas of expertise are set as visible to other users, yes or no.

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● Total: The total count of the user's listed areas of expertise.

Group Activity Report Note

Only the Users and Select Report options remain after this type of report is selected.

Shows a row for each group created inside your company's SAP Jam instance, with the following rows of information:. Private

● Group ID: The numeric ID for the group within SAP Jam.● Group Type: The group type can be "Private", "Private Folder", "Cross Company", or

"Public".● Group Name: The name of the group.

NoteNon-Public groups will not show the group name unless Include Private Group Details is enabled in the Features tab of the SAP Jam Administration console.

● Group Creator email address: The email address of the user that created the group.● Number of Members: The current number of users that are members of the group.● Created Date: The date and time that the group was created.● Number of Activities in the last 30 days: A count of activity events in the group in the

last 30 days.● Date of Last post: The date and time of the last post event in the group.● Cross Company Domains: A comma-separated list of the company domains in which the

group is visible.● Membership: The membership type for the group.● Participation Setting: The participation setting for this group, which can be "Expert",

"Full", "Info", or "Participation Setting".● Consumption in the last 30 days: A count of the number of views of this group in the last

30 days.● # Members Accessed in the last 30 days: A count of the number of members whose

information was viewed in the last 30 days.

Group Member Activity Report Note

Only the Users, Select Report, and Group options remain after this type of report is selected.

Shows a row for each member. Lists members in each group, showing the following columns of information:

● Group ID: The numeric ID for the group within SAP Jam.● Group Name: The name of the group.

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NoteNon-Public groups will not show the group name unless Include Private Group Details is enabled in the Features tab of the SAP Jam Administration console.

● Group Type: The group type can be "Private", "Private Folder", "Cross Company", or "Public".

● User ID: The user's ID number.● User Email: The user's email address.● User First: The user's first name.● Last Name: The user's last name.● Number of Activities in the last 30 days: A count of the user's activities in the last 30

days in the specified group.● Date of Last post: The date and time of the user's last activity.● Total number of Activities: A count of the user's activities in the specified group since it's

creation.● Group Admin: Whether the user is the group's administrator, Yes or No.

Group Template Activity Report Note

Only the Users, Select Report, and Time Frame options remain after this type of report is selected.

Captures group templates usage statistics within the organization. The report has one entry per template.

● :

Kudos DetailNote

Only the Users, Select Report, and Time Frame options remain after this type of report is selected.

Lists all kudos received in the given time frame. Shows a row for each kudos given, with the following columns of information:

● Kudos Type: The name of the kudos type.● To: Email: The email address of the recipient of the kudos.● Date Sent: The date that the kudos was awarded.● To: First Name: The first name of the recipient of the kudos.● To: Last Name: The last name of the recipient of the kudos.● To: User ID: The SAP Jam numeric identifier of the recipient of the kudos.● Comment: The comment, if any sent with the kudos.● Status: Whether or not the kudos was displayed to the recipient.● From: Email: The email address of the user who awarded the kudos.● From: First Name: The last name of the user who awarded the kudos.● From: Last Name: The last name of the user who awarded the kudos.● From: User ID: The SAP Jam numeric identifier of the user who awarded the kudos.

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Top Disk Usage per Group or per User

NoteOnly the Users and Select Report options remain after this type of report is selected.

Allows you to monitor storage consumption, and view how much storage is being consumed by each group or by each user. 50MB is allotted to each user or group. Shows a row for each group/user, with the following columns of information:

● Name: The name of the user/group being reported on.● Email (User report only): The email address of the user being reported on.● Last Updated: The date and time that the user's/group's content was last updated.● Storage Usage (MB): The amount of stored data in megabytes.● Storage Usage in Trash (MB): The amount of data stored in the user's/group's trash bin.

User Activity Report Note

The start date and end dates that are selected must be in the same month.

Aggregate of content contributed per user in the specified time range. A row is displayed for each user, with the following columns of information:

● User ID: The user's ID number.● Email Address: The user's email address.● First Name: The user's first name.● Last Name: The user's last name.● Groups Created: A count of the groups created in the specified period.● Blogs: A count of the blogs posted in the specified period.● Chats: A count of the chat posts added in the specified period.● Comments: A count of the comments made in the specified period.● Discussions: A count of the discussions created in the specified period.● Documents: A count of the documents uploaded in the specified period.● Expertise Added: A count of the areas of expertise added in the specified period.● Expertise Endorsed: A count of the endorsements of other users' areas of expertise in

the specified period.● Ideas: A count of the ideas proposed in the specified period.● Questions: A count of the questions asked in the specified period.● Kudos Sent: A count of the kudos awarded in the specified period.● Links: A count of the links added in the specified period.● Photos: A count of the photos uploaded in the specified period.● Polls: A count of the polls created in the specified period.● Poll Votes: A count of the poll votes cast in the specified period.● Status Updates: A count of the status updates made in the specified period.● Tasks: A count of the tasks assigned in the specified period.● Tags: A count of the tags created in the specified period.● Videos: A count of the videos created in the specified period.● Wikis: A count of the wiki pages created in the specified period.● Total Contribution: A total count of all content created in the specified period.

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● Total Content Viewed: A total count of all content viewed in the specified period.

User Consumption by Week or Month

Shows a row for each user with counts of total number of content items viewed shown for each week/month in the time period, as well as a total count for the entire time period. Only users who have viewed at least one item within the requested time frame are listed.

● User ID: The user's ID number.● Email Address: The user's email address.● First Name: The user's first name.● Last Name: The user's last name.● (time period): Counts of the total number of content views by the user in each week/

month in the specified period.● Total: Counts of the total number of content views by the user in the entire specified

period.

User Contribution by Week or Month

Shows a row for each user with counts of total number of content items contributed shown for each week/month in the time period, as well as a total count for the entire time period. Only users who have contributed at least one item within the requested time frame are listed.

● User ID: The user's ID number.● Email Address: The user's email address.● First Name: The user's first name.● Last Name: The user's last name.● (time period): Counts of the total number of content items added by the user in each

week/month in the specified period.● Total Contribution: Counts of the total number of content items added by the user in the

entire specified period.

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11 About languageTo setup the language, you can click the Cog icon and choose Account to locate your Language settings. Select your preferred language from the list, and click Save changes.

You can also change the language in SuccessFactors. To change the language, select Options Change Language . The setting will be applied immediately.

SAP Jam supports the following languages:

Language SuccessFactors SAP Jam

English (US) Yes Yes

Bulgarian Yes Yes

Chinese (Hong Kong)

N/A N/A

Chinese (Simpli­fied)

Yes Yes

Chinese (Tradi­tional)

Yes Yes

Croatian Yes Yes

Czech Yes Yes

Danish Yes Yes

Dutch (Belgium) N/A N/A

Dutch (Nether­lands)

Yes Yes

English (Canada) N/A N/A

English (India) N/A N/A

English (Philip­pines)

N/A N/A

English (UK) Yes Yes

Finnish Yes Yes

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Language SuccessFactors SAP Jam

French (Belgium) N/A N/A

French (Canadian) Yes Yes

French (France) Yes Yes

German (Austria) N/A N/A

German (Germany) Yes Yes

German (Swiss) Yes No

Greek (Cyprus) N/A N/A

Greek (Greece) Yes Yes

Hindi Yes No

Hungarian Yes Yes

Indonesian Yes Yes

Italian Yes Yes

Japanese Yes Yes

Korean Yes Yes

Malaysian Yes Yes

Norwegian (Bok­mål)

Yes Yes

Polish Yes Yes

Portuguese (Brazil) Yes Yes

Portuguese (Portu­gal)

Yes Yes

Romanian Yes Yes

Russian Yes Yes

Serbian (Bosnia and Herzegovina)

N/A N/A

Serbian (Montene­gro)

N/A N/A

Serbian (Serbia) Yes Yes

Slovak Yes Yes

Slovenian Yes Yes

Spanish (Argen­tina)

N/A N/A

Spanish (Chile) N/A N/A

Spanish (Columbia) N/A N/A

Spanish (Mexico) Yes No

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Language SuccessFactors SAP Jam

Spanish (Spain) Yes Yes

Spanish (Vene­zuela)

N/A N/A

Swedish Yes Yes

Thai Yes Yes

Turkish Yes Yes

Vietnamese Yes Yes

Number of Lan­guages

36 34

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About language

12 About integrationsMicrosoft® Lync® can now be enabled on SAP Jam so that users can chat within Lync and check to see if other users are online.

SAP Jam company administrators can now provide access to files and documents contained within SAP Extended ECM and OpenText Content Server content repositories. Once enabled, SAP Jam group administrators can choose which content repositories or folders and sub-folders within these repositories are made available within their groups as read-only.

12.1 Microsoft® Lync® integration

If your company administrator has enabled the Lync integration, you will be able to see the online status of a user when you place your cursor over the other user’s profile card in a feed item.

12.2 Microsoft® SharePoint® integration

If enabled by your group administrator, you can browse Microsoft SharePoint-linked document repositories within your SAP Jam group. Documents stored within SharePoint are view-only in SAP Jam. As with other SAP Jam documents, you can comment, annotate like, download, mark as a featured item, and bookmark SharePoint documents. For your convenience, you can also copy SharePoint repository documents or folders to a local folder within SAP Jam.

Note● Microsoft SharePoint 2010 and 2013 are currently supported in your advanced plus and enterprise

editions.● Your company VPN is not required to access your SharePoint documents.● This topic also applies to document repositories using Microsoft Office 365 (SharePoint Online).● You cannot upload or update SharePoint documents within SAP Jam. You must upload and update content

in SharePoint first before it can be viewed in SAP Jam.

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Browse Sharepoint documents in SAP Jam

You can view all linked SharePoint repositories when you go to your group within SAP Jam.

To browse SharePoint documents within SAP Jam

1. Go to your Group pages and click SharePoint 2010/2013/Onlinefrom the left side menu. If you do not see this menu item, then please contact your group administrator.

2. A list of file folders belonging to the SharePoint repository displays. You can click on them to browse the files.

Figure 87: SharePoint folders in SAP Jam example

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Figure 88: SharePoint folders as seen within SharePoint repository example3. When you click Viewto browse individual documents, it will appear in a lightbox where you can like, comment,

annotate, download, resize, feature, bookmark, and copy it to a local SAP Jam folder.

Copy documents from SharePoint repository to SAP Jam

Although you can access SharePoint repository content via the SharePoint menu, it won't appear in any search results, and you will not be able to see it as a featured content item on your group pages unless that content item has been copied to a folder within SAP Jam. After the document is copied, it will be indexed for purposes of searching and available for inclusion with content widgets on your group overview pages. You can also upload new versions of the document within SAP Jam; however the new version will not replace the document that exists in the SharePoint repository or in the SharePoint external folder within SAP Jam.

To copy documents and folders from the SharePoint repository to SAP Jam

1. Go to your Group pages and click SharePointfrom the left side menu.2. Browse to the document or folder you want to copy. You can select multiple documents and folders by

clicking the checkbox beside each item you want copied.3. Click Copy Toabove the list of external folders.4. Choose the SAP Jam Content folder where you want to copy the files to and then click Copy.

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12.3 OpenText Content Server integration

Group administrator can choose available content repositories or their subfolders to make available within their groups. Content is read-only when accessed via SAP Jam. However, if you revise the content in the original repository, those updates will be reflected in real-time in SAP Jam, including the version history.

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13 How to steps for common featuresNow that you have your account set up and are receiving invitations to groups, it's time to start working with SAP Jam. This section of the guide provides steps on how to use the most commonly used features of Jam.

13.1 How to: Update your status

When you post a status update, you are sharing information with everyone in your company's network, or with a specific group. Your status update can relate to something you are working on or thinking about. While posts can consist of a short, text entry, you can also record a video, upload a file, enter a question, or introduce a discussion or idea as your update.

To update your status

1. Click Feed Updates from your Home page if you want to enter a status update that will be shared with everyone in the company. Or, click Groups, select your group, and click Feed Updates to enter a status update that displays on your personal and group walls.

2. Enter some text for your status update, with any of the following if required:

○ Click the person icon to notify someone. One click will insert one "@" symbol; enter the name of the person after that symbol. Clicking the icon twice inserts two "@" symbols; enter the word "notify" if you want to alert everyone in a group.

○ Click the hashtag icon to insert a "#" symbol; enter a tag.○ Click the camera icon to upload or drag and drop an image.○ Click the video recorder icon to upload or record a video. You can also type the URL or copy and paste a

hyperlink to a video.○ Click the document icon to upload or drag and drop a document.○ (Group feed only) Click the question icon to post a question to the group forum.○ (Group feed only) Click the lightbulb icon to post an idea.○ (Group feed only) Click the Conversation icon to post a discussion topic.

Figure 89: Post box toolbar on your Home Feed Updates

Figure 90: Post box toolbar on your Group Feed Updates3. Click Submit. Your post will display on your feed update, the group feed update (if you chose to share it with

the group), and your followers' feeds.

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How to steps for common features

13.2 How to: Record a video

If you have a built-in webcam on your computer or device or are using Jam's screen capture tool, you can record a video and share it to your own wall or the wall of a group you belong to.

To record a video and post it as your update

1. On the Feed Updates page, click the Add a Video icon from the post box.

Figure 91: Add a video2. Choose Click here to record a video.3. You're immediately prompted to select one of the following:

○ Click here to record a screen capture: Take a video capture of what's on your computer or device.○ Click here to record from a webcam: Record a video using your computer's webcam.

4. Click Run when asked to run the Java Check Applet in order to use the recording feature.5. If you choose the screen capture method, you can do the following:

○ When presented with the square recording frame, on the video navigation bar at the bottom, click the screen window drop-down menu to choose the area you wish to record. If you select "Manual", you can click and drag the diagonal arrows on the bottom right corner to resize the window. Press Enter to save your size preference or Esc to cancel.

○ You can click and drag the recording frame to the area of the screen you want to record.○ If you wish to record sound, make a selection from the device drop-down menu.

6. If you chose the webcam method, you can do the following:

○ When the system accesses your webcam, it will prompt you to set the Adobe Flash Player settings. You can click on each icon or accept the defaults and click Close.

○ To enable the system to begin using your webcam and microphone, click Allow.7. You can follow these general instructions for both methods of recording:

○ When you are ready to record, or to continue recording after you've paused it, click the red dot icon.○ When you want to pause the recording, click the double bar icon. On the left side of the navigation bar,

below the length of recording the word "Paused" will display to confirm that the recording has paused.○ Click the black square icon to stop recording.○ Click the play icon to preview the recording.○ Click Done if you are finished with the recording.○ Click Record Again if you want to re-record the video.

8. Click Preview if you want to see what the video will look like before you post it.9. Click Discard and Record Again if you've made an error and want to re-record.10. Click Submit to post the video to your wall. Depending on the size of your video, the upload may need to time

to process.11. To change the title of your video, click the title and provide a name.

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12. You can click Add Description to provide some context about your video.

Once the video is posted to your wall, you will see a thumbnail image for your video along with the title, description, length of time, and options to edit, reply, like, delete etc.

Related Information

Videos [page 74]

13.3 How to: Manage my feed filters

Over time, the wall feeds on your Home and Group pages may accumulate and display a variety of updates to the point where you do not have time to scroll through them all. To manage this, you can choose a filtered view or create a custom wall feed. Filtered views restrict the feed to the most common search criteria (e.g., posts that mention you) while a custom feed is another filter that you get to define.

To select the feed that displays on your Home page

1. On the Feed Updates section, below the text box where you post your updates, a feed command bar displays with the following:

○ All: See all posts including your own, public group updates, posts within groups that you are a member of.○ Unread: See all posts that you have not viewed yet. Unread posts display with a blue bar to the left of the

author's profile photo.○ @Your name: See all posts that specifically mention your name.○ Replies: See all posts where you have replied or received a reply.○ Show More: A drop-down menu that allows you to manage and create custom feed filters by member or

group, and then select a saved filter.

Figure 92: Show More menu with custom feed filters example2. Choose your preferred feed by clicking on one of the above. You can switch back and forth as often as you

need to.

NoteYou cannot modify the feed that appears on the Company or Profile page. However, for each feed item, you have the option to delete it from your feed so that it is no longer visible to you.

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How to steps for common features

To create and apply a custom feed

1. From the Feed Filters section above the feed activity, choose Show More > Manage Filters. The Manage Filters pop-up displays.

Figure 93: Manage filters light box with custom filters example2. Click Create a New Filter.3. In the Filter Name text box, provide a name for your feed filter.4. On the Filter Type drop-down menu, select Member Filter to create a filter of one or more colleague updates,

or Group Filter to choose from one or more groups.

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Figure 94: Member filter example5. Click to select from a list of members if you chose the Member filter. If the list is long, you can enter the name

you are looking for in the Search bar at the top of the pop-up. If you chose the Group filter, enter the first few letters of the group to produce a list of matching results.

6. Click Submit.7. You are returned to the Manager Filters pop-up. Click Save to save your changes.8. From the Feed Filters section, select the Show More drop-down menu and select the feed that you just

created.

To edit or delete a filter

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How to steps for common features

1. In the Manage Filters pop-up, click the pencil icon beside the name of the filter you wish to edit or2. To delete a filter, click x beside the pencil icon.

Figure 95: Edit and delete custom feed filters

13.4 How to: Use popular tags

Tags are succinct, descriptive keywords that primarily enable other users to find information. When you tag content, the system ensures that the content contains a single hashtag symbol so that searches and filters produce complete results.

Prerequisites

When tagging an item, enter the term without a hashtag symbol (#). For example, if you want use the keyword "policy" to describe your content, you would type 'policy'. SAP Jam automatically inserts the hashtag for you.

Context

When you tag an item in SAP Jam, it becomes part of a group of similarly tagged items. You are helping other users who may be searching for similar content to find this item. In many cases, by tagging your item, you are creating a new, searchable keyword.

When you have popular tags visible on your page view, you can see a list with the more frequently used terms displayed in larger font size. This list can help you when you want to create a tag, but are not sure if there is a similar one already in use, or are looking for a term that provides a better description.

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Procedure

1. When searching for content based on tags, first look at the list of popular tags on your group page.2. When you place your cursor over a tag, the number of times it has been used will display.3. Click the tag term that you would like to search.4. The Search Results list opens within the same browser window. You can use the following options to refine the

search results:a. Filter by: Choose from All Time, Last 30 days, Last 7 days, and Last 24 hours to narrow or broaden the

timeline for tagged items.b. Click the + icon beside Author to refine the list by author name.c. Click the + icon beside Group to refine the list by group name. Click x to remove the group from the

search results.d. Click the + icon beside Tag to refine the tag you are searching on. Click x to remove the tag from the

search results.e. You can click on a specific category to restrict search results to a specific item type.

5. On the right side of the search results, you can sort by date, relevance, likes, and views.

6. To save your search results for later use, you can click Save Search above the list of results.

13.5 How to: Invite people to a group

After a group has been activated, and you have the appropriate invite policy set for your account, you can send invitations to other users to join the group.

To send an invitation

1. Select your group from the Groups drop-down menu.2. Click the drop-down menu beside the cog icon and choose Invite Members.3. In the Add People to the Group Invitation List, enter the names of the people you would like to invite. Thie

thumbnail profile photo, name, email address, and location will display in the summary table.4. If you want to add several people, you can click Import CSV to import a list of names in a comma-separated

file.5. The summary may display people who are already members of the group. You can place your cursor on that

item and click Remove so that they do not receive the invitation.

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How to steps for common features

6. Click Send to send the invitation. A message displays how many invitations were sent on your behalf.

13.6 How to: Assign a task to a group

If you are a task owner or group administrator, you can assign a task to a group and all or some selected group members using a picklist.

To assign a task to a group

1. Select the group that will be assigned with a task.2. Click the Tasks section.3. Click + Add Task.4. Enter the name of the task. As you type, the task will expand to display group, assignee, description, and other

task attributes.5. Click the Add Group text box and enter a group name, if required.6. Click in the Add Assignee text box to display a picklist of assignees. You can click Select All at the bottom of

the Add Assignee picklist window to select all members, or click to select only the specific the members you want to assign the task to. The names of pending group members will also display in this list.

7. Click OK to close the Add Assignee picklist.8. In the Add Description text box, enter details to describe what needs to be done for the task.9. Click Due Date to select a the end date for the task from the pop-up calendar.10. Click Priority to set the priority as Low, Medium, or High.11. Click Attachment if you want upload a new file or attach an existing one to accompany the task.12. Click the More Options drop-down menu if you want to include tags or followers to the task.13. Click Add Task to assign the task.

The task now displays on the Group Tasks page. You can click on the name of the task to expand it and edit the details if necessary. You can also delete a task.

NoteAny user can add comments, add or remove tags, and invite or remove followers for a task.

13.7 How to: Search SAP Jam for...

At the top of every page, there is a filtered search tool available to you for browsing SAP Jam. A drop-down filter beside the text box helps you refine which areas of SAP Jam to search through.

When you choose one of the filters listed below, it will return matches based on your search text, if they exist.

● All: Searches all events, groups, people and tasks.● Events: Searches events only.● Groups: Searches groups only.● People: Searches people only.

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● Tasks: Searches tasks only.

The Groups and Subgroups pages, which lists all public and private groups, also has its own search box. You can enter the name of a group in the search box to help you find the one you're looking for.

Once you have entered search criteria, you can filter the results by:

● Time created - You can select to filter for items created within the last 24 hours, last 7 days, last 30 days, or all time.

● Author - If you know the author of the content you are searching for or you are interested in content created by one particular person, you can specify the author's name.

● Group - If you are looking for content in a specific group, you can specify the group.● Tag - If the content is tagged, you can specify the tag.● Category - You can look for content of a specific type. Categories include comments, content (documents,

images, videos), conversations (discussions, ideas, questions), groups (matches group name and description), people, and tasks.

Figure 96: Search results and filters

Additionally, you can sort your results by date, relevance, likes, or views.

13.8 How to: Ask and answer a question

As a member of a group, you can ask and answer questions within a designated area on your group page, or on the Feed Update of your group wall. A question can also be answered via your Home page feed.

To ask a question using the post box for status updates

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How to steps for common features

1. Select your group and then click Feed Updates.2. On the post box below the group name, click the Question icon.3. Where it says "What would you like to know?" enter your question. Use the area below the formatting toolbar

to provide more details, instructions, examples, etc. if necessary.

Figure 97: Ask a question immediately on the group feed4. Click Submit .Your question is now visible in the group feed and on your own wall.

To ask a question within a forum

1. Go to the left side navigation for your group pages and click Forums.2. From the Add drop-down menu, click Question.3. Where it says "What would you like to know?" enter your question. Use the area below the formatting toolbar

to provide more details, instructions, examples, etc. if necessary.

Figure 98: Ask Question page4. Click Publish if you are ready to ask your question.Your question is now visible in the group feed and on your

own wall.5. If you are not ready to ask your question but want to save what you've written so far, click Save Draft. You can

return to your saved draft via the Forums section when you are ready to continue.

To answer a question via a profile wall or group feed

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1. Go to the group feed or your profile wall.2. In the question box, click Answer to provide an answer to the question.3. You can attach a file to support your answer by clicking Attach a File.

Figure 99: Attach a file to an answer4. Click Answer to submit your answer. In the profile wall or group feed, your answer displays below the

question.5. If you need to change or remove your reply, you can click Edit or Delete respectively, below your response.

To answer a question within a forum

1. Select your group and then click Forums.2. If you know what the question is, enter it in the search box to help you find it within the forum. Otherwise, you

can click the General or Questions sections to search for the question.3. When you find the question, click View.4. In the text box, provide your answer and then click Answer to submit it. The answer now displays on the profile

wall and group feed.

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How to steps for common features

13.9 How to: Work with the Groups home page

The Groups home page lists all the private and public groups that you are a member of, and enables you to sort, filter, and search public groups.

To help you organize how the list of groups are displayed, you can click the:

● Sort by drop-down menu: Choose from Last Activity, Name, Following, and Email Frequency.● 9-tile icon: to show the list of groups in a tiled display.● Detailed list icon: to show the list of groups within rows and columns.

You can also enter the name of the group you are searching for in the Search Groups search box beside the icons.

Figure 100: Group Sort by and Filter by Name

From the left side panel, you can choose to view a list of groups based on:

● My Groups: The default tiled display of the list of groups you belong to.● Filtered Groups: Displays a drop-down menu of the group filters you created for your wall feed.● Group Notifications: Invitations to join other groups.● Recent Group Activity: A list of activities for all groups that you are following.● Pending Groups: You have sent a "request to join group" and are awaiting an invitation from the group

administrator.

For each group that you belong to, you can access a drop-down menu. It contains options for:

● Frequency of when you receive email updates from the group.● Leaving the group.

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Figure 101: Group drop-down menu on My Groups page

NoteIf you are the group administrator, from this drop-down menu you will also have access to edit, copy, and delete a group.

13.10 How to: Contact your colleague

There may be times when you need to collaborate with colleagues one-on-one before you share your work with an entire group, your colleague does not belong to the same groups as you do, or you would like to communicate with someone without broadcasting to others.

SAP Jam provides a few options for you to obtain your colleague's contact information so that you can contact them privately:

● If your colleague's update appears on your home or group feed, you can place your cursor over their name to view a pop-up containing their contact information (e.g., email address, phone number, and IM). If they are using Microsoft® Lync® as their IM tool, you will be able to see if they are online.

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How to steps for common features

Figure 102: Profile card with Lync status● On that same pop-up, you can click Message to send them a private message with a subject line. This

message will appear in their Messages folder where they can like, reply to, and delete your message. All replies are saved within that message thread until you delete the entire message by clicking the Trash icon.

● You can click Company, choose Directory, and then search for the colleague you want to contact. When you click their profile, you can click Send Message on their profile page to send a private message.

NoteWhen you share an update with a colleague by posting a message to their wall, that information can also be read by your colleague's followers.

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© 2014 SAP SE or an SAP affiliate company. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice.Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary.These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.Please see http://www.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.


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