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A guide to installing the Workforce Central Portal. Kronos Workforce Central Suite Version 6 Workforce Central Portal Installation Guide Document Part Number: 4703924-001 Document Revision: A

Kronos WFC Portal v6_0 Installation Guide-Portal.pdf

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Kronos Work Force Central Portal Installation Guide version 6.0

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Page 1: Kronos WFC Portal v6_0 Installation Guide-Portal.pdf

Workforce Central Portal™

Installation Guide

A guide to installing the Workforce Central Portal.

Kronos Workforce Central SuiteVersion 6

Document Part Number: 4703924-001Document Revision: A

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The information in this document is subject to change without notice and should not be construed as a commitment by Kronos Incorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document or any part thereof may not be reproduced in any form without the written permission of Kronos Incorporated. All rights reserved. Copyright 2007.

Altitude, Altitude Dream, Cambridge Clock, CardSaver, Datakeeper, Datakeeper Central, eForce, Gatekeeper, Gatekeeper Central, Imagekeeper, Jobkeeper Central, Keep.Trac, Kronos, Kronos Touch ID, the Kronos logo, My Genies, PeoplePlanner, PeoplePlanner & Design, Schedule Manager & Design, ShiftLogic, ShopTrac, ShopTrac Pro, StarComm, StarPort, StarSaver, StarTimer, TeleTime, Timekeeper, Timekeeper Central, TimeMaker, Unicru, Visionware, Workforce Accruals, Workforce Central, Workforce Decisions, Workforce Express, Workforce Genie, and Workforce TeleTime are registered trademarks of Kronos Incorporated or a related company. Altitude MPP, Altitude MPPXpress, Altitude Pairing, Altitude PBS, Comm.Mgr, CommLink, DKC/Datalink, eDiagnostics, Experts at Improving the Performance of People and Business, FasTrack, Hireport, HR and Payroll Answerforce, HyperFind, Kronos 4500 Touch ID, Kronos 4500, Kronos 4510, Kronos Acquisition, Kronos e-Central, Kronos KnowledgePass, Kronos TechKnowledgy, KronosWorks, KVC OnDemand, Labor Plus, Momentum Essentials, Momentum Online, Momentum, MPPXpress, Overall Labor Effectiveness, Schedule Assistant, Smart Scheduler, Smart View, Start Quality, Start WIP, Starter Series, StartLabor, Timekeeper Decisions, Timekeeper Web, VisionPlus, Winstar Elite, WIP Plus, Workforce Acquisition, Workforce Activities, Workforce Analytics, Workforce Attendance, Workforce Central Portal, Workforce Connect, Workforce Employee, Workforce HR, Workforce Leave, Workforce Manager, Workforce MobileTime, Workforce Operations Planner, Workforce Payroll, Workforce Record Manager, Workforce Recruiter, Workforce Scheduler with Optimization, Workforce Scheduler, Workforce Smart Scheduler, Workforce Tax Filing, Workforce Timekeeper, and Workforce View are trademarks of Kronos Incorporated or a related company.

Mozilla.org is a registered trademark of the Mozilla Foundation. All other trademarks or registered trademarks used herein are the property of their respective owners and are used for identification purposes only.

When using and applying the information generated by Kronos products, customers should ensure that they comply with the applicable requirements of federal and state law, such as the Fair Labor Standards Act. Nothing in this Guide shall be construed as an assurance or guaranty that Kronos products comply with any such laws.

Published by Kronos Incorporated297 Billerica Road, Chelmsford, Massachusetts 01824-4119 USA

Phone: 978-250-9800, Fax: 978-367-5900Kronos Incorporated Global Support: 1-800-394-HELP (1-800-394-4357)

For links to information about international subsidiaries of Kronos Incorporated, go tohttp://www.kronos.com

Document Revision History

Document Revision Product Version Release Date

A Workforce Central Portal 6.0 June 2007

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Contents

Overview of the Workforce Central PortalSystem requirements ..................................................................................... 6Installing on a Microsoft SharePoint portal server ........................................ 8

Installing Microsoft SharePoint Services ................................................ 8Installing Microsoft Office Web Components ........................................ 9Configuring Microsoft SharePoint Services ......................................... 10Required configuration with Kronos applications ................................ 12Installing the Workforce Central Portal ................................................ 14Enabling Workforce Central users to access SharePoint Services ........ 15Additional configurations with different domains ................................ 17

Upgrading from an earlier version .............................................................. 20Uninstalling the Workforce Central Portal ............................................ 20Installing Workforce Central Portal v6.x .............................................. 21

Using Workforce Central Portal to view Workforce Central data ............... 22Kronos web parts and sample pages ............................................................ 24

Descriptions of sample Kronos portal pages ........................................ 28Load balancing with the Workforce Central Portal ..................................... 32

Overview of load balancing configuration ........................................... 32Typical load balancing configurations .................................................. 34

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Contents

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Overview of the Workforce Central Portal

The Workforce Central Portal organizes important Workforce Central data and displays it in a way that is easy for managers to read. To accomplish this, the Workforce Central Portal uses web parts. A set of web parts comes with the Workforce Central Portal. Each web part displays data that is provided by the APIs that are installed with the Workforce Timekeeper application. Some web parts are associated with a pre-configured XSLT file that formats the data in a table or chart format. The data and the presentation of specific Kronos web parts are configurable.System administrators can choose from the Workforce Central Portal web parts or they can create custom web parts, and integrate them into an existing portal. System administrators can also customize the sample portal pages that are included in the Workforce Central Portal installation. The Workforce Central Portal is compatible with Microsoft SharePoint portal servers on Microsoft operating systems. The Workforce Central Portal supports multiple languages. The Workforce Central Portal does not support single sign-on.The following APIs are provided by the Workforce Timekeeper application and are used by pre-configured Workforce Central Portal web parts:• Hour Summary API• HPPD API (Hours Per Patient Day)• Open Shifts API• Projecting Overtime API• Schedule Coverage API• Staffing Requirements API • Volume Data API

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System requirements

System requirements

Workforce Central Portal for SharePoint requires the following software components:• Kronos software components:

– Kronos® Workforce Central® v6.0 or higher– Kronos® Workforce Scheduler™ v6.0 or higher– Kronos® Workforce Scheduler with Optimization™ v6.0 or higher

• Microsoft software components– Microsoft Windows 2003 Server– Microsoft Internet Information Server (IIS) 6.0– Microsoft Windows SharePoint Services 2.0 or

Microsoft SharePoint Portal Server 2003– Minimum patch required: Service Pack 2, Patch KB924881 (DST)– Microsoft Office Web Components (OWC), owc11.exe

The following illustration shows an acceptable configuration:

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System requirements

Note the following information about the Workforce Central Portal installation:• You are not required to install the Workforce Central Portal server on a

separate machine. However, the steps for configuring the installation differ, depending on where the components are installed.

• The Workforce Central application server: – Supports combined and separate web and application servers.– Supports SSL and non-SSL environments. – Does not support multiple instances of the Workforce Central application

server. • The Workforce Central Portal server requires that the client Web browser be

configured to accept cookies. • The Workforce Central Portal does not support Windows Integrated

Authentication.

Important: Kronos recommends that the Workforce Central application server and the SharePoint Services portal server reside in the same domain. If the servers do not reside in the same domain, you need to perform additional configuration procedures after you install the Workforce Central Portal.

Related Topics

“Configuring Microsoft SharePoint Services” on page 10

“Additional configurations with different domains” on page 17

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Installing on a Microsoft SharePoint portal server

Installing on a Microsoft SharePoint portal server

The Workforce Central Portal installation process includes installing Microsoft SharePoint Services and Office Web Components (OWC), in addition to installing the Workforce Central Portal software.

Installing Microsoft SharePoint Services

System administrators perform this procedure as part of the Workforce Central Portal installation.The Workforce Central Portal requires that Microsoft SharePoint Services 2003 with Service Pack 2, Patch KB924881 (for the Daylight Saving Time change), be installed on the portal server.

Note: The ASP.NET framework must be installed on the server and the IIS Admin service must be enabled prior to the installation of Microsoft SharePoint Services. SharePoint Services also requires a SQL Server or MSDE installation. MSDE is installed with SharePoint Services, by default.

To download and install Microsoft SharePoint Services:1. Go to www.microsoft.com. 2. Search for download site of the required version of Microsoft SharePoint

Services. 3. Download and execute the required version of the Microsoft SharePoint

Services installation file. Follow the installation instructions that are provided by Microsoft. A Typical installation is suitable for use with the Workforce Central Portal.

Note: For non-English language installations, you must also install the appropriate language template pack for SharePoint Services. To install a language template pack, click Related Downloads from the SharePoint Services download page. Choose the correct language for the pack, and download and execute the installation file, following the instructions provided by Microsoft.

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Installing on a Microsoft SharePoint portal server

Installing Microsoft Office Web Components

System administrators perform this procedure as part of the Workforce Central Portal installation.The Workforce Central Portal uses Microsoft Office Web Components (OWC) to create the charts and graphs that appear in the portal view. Therefore, you must install OWC on the Workforce Central Portal server. You can install Office Web Components from the Office 2003 CD, or download and install it from the Microsoft web site.To download and install OWC from the Microsoft web site:1. Go to office.microsoft.com.2. Download and execute the installation file for Office 2003 Add-in: Office

Web Components, following the instructions provided by Microsoft. The version of OWC that is installed will function in view-only mode.

Note: To enable Office Web Components for interactive mode, you must install a valid Office 2003 license. Interactive mode is not required for any part of the Workforce Central Portal.

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Installing on a Microsoft SharePoint portal server

Configuring Microsoft SharePoint Services

System administrators perform this procedure as part of the Workforce Central Portal installation.After you install Microsoft SharePoint Services and Office Web Components, perform the following configuration steps to configure Microsoft SharePoint Services for use with the Workforce Central Portal: 1. If you have an existing SharePoint site, back it up:

a. In a Command Prompt window, navigate to the following directory: C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\BIN

b. Enter the following command:stsadm -o backup -url site_url -filename backup_file_name -overwrite

where site_url is the URL of the site that you want to back up and backup_file_name is the name of the backup file.

2. On the Workforce Central Portal server, check that the application pool identity is predefined as Network Service. a. Go to Start > Control Panel > Administrative Tools > Internet

Information Services (IIS) Manager. b. In the IIS Manager window, expand the contents of the local computer

and click the Application Pools folder. c. For each of the application pool entries that is relevant to the SharePoint

Services installation (StsAdminAppPool and StsAppPool1), right-click the entry and select Properties.

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Installing on a Microsoft SharePoint portal server

d. In the Identity tab of the Properties dialog box, make sure that the Application pool identity is Predefined and set to Network Service. Do this for the App and the Admin application pool entries.

e. If the Application pool identity is not set to Network Service, consult your SharePoint administrator or visit Microsoft’s support Web site for information about running Windows SharePoint Services using Kerberos authentication.

3. If the Workforce Central web server and SharePoint Services are installed on the same machine, you must enable anonymous access for the default web site. a. Go to Start > Control Panel > Administrative Tools > Internet

Information Services (IIS) Manager.b. In the IIS Manager window, expand the contents of the local computer

and click the Web Sites folder.c. Right-click Default Web Site and select Properties. d. Open the Directory Security tab and click Edit in the Authentication and

access control group box. e. In the Authentication Methods dialog box, select the Enable anonymous

access check box. f. Click OK.

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Required configuration with Kronos applications

System administrators perform these procedures.The following additional configuration is required if Kronos applications were installed before Microsoft SharePoint Services:

Important: Perform this procedure only if Workforce Central or Workforce HR/Workforce Payroll was installed before Microsoft SharePoint Services on the same machine.

1. Go to Start > Settings > Control Panel and choose Administrative Tools. 2. Select SharePoint Central Administration from the list of Administrative

Tools options and enter the password associated with the SharePoint owner user name.

3. Under Virtual Server Configuration, select Configure virtual server settings, then select Default Web Site.

4. Under Virtual Server Management, select Define managed paths.5. In the Add a New Path section, you must exclude the following paths,

depending on whether Workforce Central or Workforce HR/Workforce Payroll are installed. To exclude each path, enter the name of the path (for example, wfcstatic), and click OK.

Path to exclude When to exclude

wfc Exclude if Workforce Central or Workforce HR/Workforce Payroll were installed before Microsoft SharePoint Services.wfcstatic

admin Exclude if Workforce HR/Workforce Payroll were installed before Microsoft SharePoint Services.selfservice

jobs

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6. Perform this step only if Workforce HR/Workforce Payroll was installed before Microsoft SharePoint Services on the same machine:a. In the web.config file located in

<root directory>\Inetpub\wwwroot, add the following within the <system.web><httpHandlers> tags:<add verb="*" path="*.aspx" type="System.Web.UI.PageHandlerFactory, System.Web, Version=1.0.5000.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" />

b. In the web.config file, add the following within the <system.web><httpModules> tags: <add name="Session" type="System.Web.SessionState.SessionStateModule" /><add name="FormsAuthentication" type="System.Web.Security.FormsAuthenticationModule" /><add name="PassportAuthentication" type="System.Web.Security.PassportAuthenticationModule"/><add name="UrlAuthorization" type="System.Web.Security.UrlAuthorizationModule" /><add name="FileAuthorization" type="System.Web.Security.FileAuthorizationModule" />

If you receive the error message The module module_name is already in the program and cannot be added again, you can omit the <add> tag that represents that module.

c. In the web.config file, enable sessions by changing the enableSessionState value of the <system.web><pages> tag to true and the enableViewStateMac value to false.

7. Restart the IIS Services.

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Installing on a Microsoft SharePoint portal server

Installing the Workforce Central Portal

System administrators perform this procedure.To install the Workforce Central Portal, perform the following steps on the SharePoint Services portal server. 1. Load the Workforce Central Portal Installation CD on the Microsoft

SharePoint Services Server and choose to install the SharePoint portal server components.

2. In the Welcome dialog box, click Next. 3. In the Select a Language dialog box, select a language, and click Next. 4. In the Kronos Web Service URL dialog box, enter the following text, and

click Next: http(s)://web_server_name/wfc/webservice/WFCWebServiceswhere web_server_name is the name of the Workforce Central web server. If necessary, include the port number for the web server at the end of the server name — for example: web_server_name:port_number.

Note: Use the default protocol, https, if you are using Secure Socket Layer (SSL). Otherwise, use the http protocol.

5. In the SharePoint Site URL dialog box, enter the name of the SharePoint server and the name of the site that you want to create, and click Next. The SharePoint server name is the name of the current server. The name of the site is your choice. The default name is “KronosPortal.”

6. In the Enter User Name dialog box, enter the SharePoint owner’s user name, and click Next. Enter the fully qualified user name. For example, if the SharePoint owner is a domain user, enter: domain_name\user_name. The SharePoint owner is typically the Microsoft Windows user account that was used to install Microsoft SharePoint Services.

7. In the SharePoint Site Owner E-mail Address dialog box, enter the e-mail address for the SharePoint owner, and click Next.

8. In the Ready to Install dialog box, click Install. 9. When the installation is finished, click Finish. 10. Eject the installation CD.

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Installing on a Microsoft SharePoint portal server

Enabling Workforce Central users to access SharePoint Services

System administrators perform this procedure.

Note: Users will need to provide Workforce Central user names and passwords before gaining access to the Workforce Central Portal.

1. Access the following URL: http(s)://portal_server_name/sites/site_name

where site_name is whatever you entered in step 5 of the portal server installation. The default is “KronosPortal”.

2. Log in, using the SharePoint owner’s user_name and password. 3. Click Site Settings in the SharePoint Services menu bar. 4. Select Manage Users from the Site Settings page. 5. In the Manage Users page, choose Add Users. 6. In the Step 1: Choose Users section, specify the users to add, separated by

semicolons. You can enter: – E-mail addresses (for example, [email protected]) – User names (for example, DOMAIN\user_name) – Microsoft Active Directory directory service security group names (for

example, DOMAIN\security_group_name) – Domain group names (for example, DOMAIN\group_name) – Cross-site group names (for example, Accounting)Notes about adding local accounts: – Local network accounts must exist before you attempt to add them. – When you use Active Directory account creation mode, you cannot add

local accounts or security groups.– When you run Windows SharePoint Services in a server farm, you cannot

add local accounts.

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Installing on a Microsoft SharePoint portal server

7. In the Step 2: Choose Site Groups section, select the site group to which you want to add the users, then click Next. Most users will require “Reader” access only.

8. In the Step 3: Confirm Users section, verify the e-mail addresses, user names, and display names.

9. In the Step 4: Send E-mail section, select Send the following e-mail to let users know they have been added, then type the subject and body text.

10. Click Finish.

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Installing on a Microsoft SharePoint portal server

Additional configurations with different domains

System administrators perform these procedures.If any combination of the Workforce Central application server, web server, and Workforce Central Portal server are on separate machines and they do not all reside in the same domain, you must perform additional configuration procedures. These procedures establish communication between the servers and the client machines.

Adjusting the “webServerHostName” system setting in Workforce Central

1. On the Workforce Central application server, log on to Workforce Central.2. Click the Setup utility link in the upper right corner of the screen. 3. On the Setup page, click System Settings (located in the System

Configuration category of selections).4. Click the Web & App Server tab.5. Scroll to the following system setting:

site.webserver.webServerHostName

6. Enter the fully qualified domain name of the web server (web server name and domain name), using the following format:web_server_name.domain_name.com

7. Click Save.

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Installing on a Microsoft SharePoint portal server

Editing “hosts” files on the servers and client machines

You must edit the hosts file on the application server, web server, and client machines that will access the Workforce Central Portal, so that communications can be established.• In the hosts file for the application server, you must add the following

information:– IP address and fully qualified domain name of the SharePoint server– IP addresses and fully qualified domain names of each client machine that

will access the Workforce Central Portal• In the hosts file for the web server, you must add the following information:

– IP address and fully qualified domain name of the Workforce Central application server

– IP address and fully qualified domain name of each client that will access the Workforce Central Portal

• If the Workforce Central Portal is installed on a separate machine (not on the web server), you must add the following information in the hosts file:– IP address and fully qualified domain name of the Workforce Central

application server– IP address and fully qualified domain name of the Workforce Central web

server– IP address and fully qualified domain name of each client that will access

the Workforce Central Portal• In the hosts file for each client machine that will access the Workforce

Central Portal, you must add the following information:– IP address and fully qualified domain name of the Workforce Central

application server– IP address and fully qualified domain name of the SharePoint server

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Installing on a Microsoft SharePoint portal server

To edit the hosts file:1. Locate the hosts file. Typically, the file is in

..\WINDOWS\system32\drivers\etc.2. Open the file with a text editor.3. Follow the instructions in the file for adding IP addresses and host names.

Add the appropriate IP addresses and host names, depending on which hosts file you are editing (application server, web server, or client).

4. After you finish editing the file, save and close the file.

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Upgrading from an earlier version

Upgrading from an earlier version

System administrators perform this procedure.If you are upgrading from a previous version of Workforce Central Portal, you must uninstall that version completely and then install the new version. Before you uninstall, Kronos recommends that you back up your site. This enables you to restore to the new site any items that you had modified. Refer to “Uninstalling the Workforce Central Portal” on page 20, for complete instructions.

Note: If you are upgrading to Workforce Central version 6.x and Workforce Central Portal version 6.x, and you have customized any XML files that refer to the Genie API, you must change the API reference in the XML request files from Genie to WFCGenie.

Uninstalling the Workforce Central Portal

System administrators perform this procedure.The Workforce Central Portal includes a complete Uninstall utility. The Workforce Central Portal Uninstall removes all Kronos web parts and the portal site, including any pages that you have added to the site. Before you uninstall the Workforce Central Portal, Kronos recommends that you back up the portal site. This enables you to restore to the new site any items that you had modified.To back up the Workforce Central Portal site:1. In a Command Prompt window, navigate to the following directory:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\BIN

2. Enter the following command:stsadm -o backup -url site_url -filename backup_file_name -overwrite

where site_url is the URL of the Workforce Central Portal site and backup_file_name is the name of the backup file.

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Upgrading from an earlier version

To uninstall the Workforce Central Portal:1. On the portal server, go to Start > Settings > Control Panel > Add/Remove

Programs.2. Highlight Workforce Central Portal for SharePoint, then click Add/Remove. 3. When you are asked if you want to remove the selected application and all its

components, click OK. To restore the old site to a new location, enter the following command:

stsadm -o restore -url new_site_url -filename backup_file_name

where new_site_url is the URL for the restored site. Once the site is restored, you can retrieve the items that you need and copy them to another SharePoint site.

Installing Workforce Central Portal v6.x

System administrators perform this procedure.After you have backed up the site and uninstalled the older version of the Workforce Central Portal, the procedure for installing Workforce Central Portal version 6.x for an upgrade is the same as installing the product for the first time. For instructions, refer to “Installing the Workforce Central Portal” on page 14.

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Using Workforce Central Portal to view Workforce Central data

Using Workforce Central Portal to view Workforce Central data

System administrators and users perform this procedure.Perform the following procedure to open the Workforce Central Portal.

Note: To enable the display of Workforce Central data when you use the Workforce Central Portal, ensure that Workforce Central is running.

1. Open a browser window and enter the following URL:http(s)://portal_server_name/sites/site_name

where site_name is the name of the site, which you entered in step 5 of the portal server installation. The default is KronosPortal.

2. When the portal site appears, click Web Part Pages on the left-hand side of the screen. A list of pre-configured Web Part Pages appears, including the following:– Genies Portal includes a presentation of Genie data in three output

formats.– Retail Portal includes web parts that are likely to be useful in a retail

environment. – Health Care Manager Portal includes web parts that are likely to be

useful to a health care manager. – Health Care Staffing Portal includes web parts that are likely to be

useful to a health care central staffing manager. 3. Select the web part page that you want to view. Bookmark this page for future

access. 4. When the web part page appears, click one of the links that enables you to

enter your credentials. 5. When the Workforce Central logon screen appears, enter your Workforce

Central user name and password, and click OK.6. The portal page that you selected appears. Use the navigator web part to select

the data that you want to view.

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Using Workforce Central Portal to view Workforce Central data

Notes: • Your Workforce Central Function Access Profile must allow access to the

XML APIs in order for you to view Workforce Central data in the portal. If you do not have this access, contact your Workforce Central system administrator.

• A Workforce Central user name or password that contains special characters, such as &, %, #, or @, will cause an error that prevents the user from viewing Workforce Central data in the portal. Ask a Workforce Central system administrator to change your user name, password, or both, if you encounter this problem.

• For system administrators only: Refer to the Workforce Central System Administrator’s Guide for information about configuring the appearance of the default Web part pages, the Kronos web parts, and the information that appears in each Web part.

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Kronos web parts and sample pages

Kronos web parts and sample pages

This section lists and describes the web parts and web part pages that are installed when you install the Workforce Central Portal on the portal server. If a web part uses one of the APIs delivered by the Workforce Timekeeper application, the API is noted in the web part description.

Pre-configured web part pages

Configurable generic web parts

Sample portal pages Description

Genies Portal A sample portal page that contains a display of Genie data in three output formats, using three sample XSL files that are provided for Genies. Uses the Genie API.

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

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

Retail Portal A sample portal page that displays the default content for retail managers.

Web part Description

Kronos Navigation Enables Workforce Central Portal users to access Workforce Central application pages from the portal, using the standard Workforce Central tabs and menus. The items that appear on the tab menus depend on the access profiles to which the user is assigned.

Kronos Navigation Links Enables users to access Workforce Central application pages directly from the portal. The target application pages display for the time period and business location that is specified on the portal page.

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Kronos web parts and sample pages

Kronos Process Manager In Box Enables users to view the number of actions and notifications that are stored in their Process Manager inboxes.

Kronos XML API XSLT Table Enables system administrators to configure tables to display Workforce Central data, including custom Key Performance Indicators (KPIs) and Workforce Timekeeper Genies. Users can view the tables in the portal.

Kronos XML API XSLT Chart Enables system administrators to configure charts to display Workforce Central data, including custom Key Performance Indicators (KPIs) and Workforce Timekeeper Genies. Users can view the charts in the portal.

Web part Description

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Kronos web parts and sample pages

Configurable Retail web parts

Configurable Health Care web parts

Web part Description

Kronos Productivity Monitor Navigator

Enables users to select date and store location parameters for data that appears in the Productivity Monitor Table and Productivity Monitor Chart web parts.

Kronos Productivity Monitor Table

Enables users to view sales data and Key Performance Indicators (KPIs) from the Productivity Monitor, in table format.

Kronos Productivity Monitor Chart

Enables users to view sales data and Key Performance Indicators (KPIs) from the Productivity Monitor, in chart format.

Kronos Key Performance Indicators

Summaries of sales data, in the form of useful percentages that reflect sales and budget performance. The data is based on the date and store locations that are specified in the Productivity Monitor Navigator web part.

Web part Description

Kronos Navigator Enables users to select time period and health care location parameters for data that appears in the health care-related web parts.

Kronos Staffing Requirements Enables users to view the staffing requirements for a health care location, and the amount by which the scheduled coverage is over or under the requirements. Uses the Staffing Requirements API.

Kronos Coverage Detail Enables users to view the data in the Staffing Requirements web part, at the job level. Uses the Schedule Coverage API.

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Kronos web parts and sample pages

Kronos Projected Overtime Enables users to view the amount of projected overtime for employees in a health care location. The data is based on the thresholds for overtime qualification that system administrators set in the Workforce Timekeeper application. Uses the Projected Overtime API.

Kronos Hours Summary Enables users to view total per pay code, for a specific health care location. Uses the Hours Summary API.

Kronos Volume Enables users to view data from the Volume tab in the Workload Planner. Data can include the actual, budgeted, and projected volume of patients at a specific health care location. Uses the Volume API.

Kronos Open Shifts Enables users to a view a list of shifts that have not yet been assigned to employees. Uses the Open Shifts API.

Kronos Hours Per Patient Day Enables users to view the number of hours worked, scheduled, or budgeted, per patient per day. Uses the HPPD API.

Web part Description

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Kronos web parts and sample pages

Descriptions of sample Kronos portal pages

The Workforce Central Portal installation installs the following sample portal pages:• “Sample Genie portal page” on page 28• “Sample Retail portal page” on page 29• “Sample Health Care Manager portal page” on page 30• “Sample Health Care Staffing portal page” on page 31

Sample Genie portal page

The following illustration shows the sample Genie portal page that is included with the Workforce Central Portal installation. The page contains web parts that display Genie data. The web parts are created using the Kronos XML API XSLT Chart and Kronos XML API XSLT Table web parts that are installed as part of the Workforce Central Portal installation. The page is configurable.

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Page 29: Kronos WFC Portal v6_0 Installation Guide-Portal.pdf

Kronos web parts and sample pages

Sample Retail portal page

The following illustration shows the sample Retail portal page that is included with the Workforce Central Portal installation.Note the following about this portal page:• The page includes the Kronos Productivity Monitor Navigator and retail web

parts that enable users to view and interact with Workforce Central data.• All web parts in the portal page are pre-configured and are installed as part of

the Workforce Central Portal installation. The “Daily Sales” and “Daily Labor” charts (right side of the screen) use the Kronos XML API XSLT Chart web part that is installed as part of the Workforce Central Portal installation. You can use the Kronos XML API XSLT Chart and Kronos XML API XSLT Table to create web parts to display relevant data.

• The page is configurable.

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Kronos web parts and sample pages

Sample Health Care Manager portal page

The following illustration shows the sample Health Care Manager portal page that is included with the Workforce Central Portal installation.Note the following about this portal page:• The page includes the Kronos Navigator and health care web parts that

display data for health care managers to view and manipulate.• All web parts in the portal page are pre-configured web parts that are installed

as part of the Workforce Central Portal installation. • The page is configurable.

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Page 31: Kronos WFC Portal v6_0 Installation Guide-Portal.pdf

Kronos web parts and sample pages

Sample Health Care Staffing portal page

The following illustration shows the sample Health Care Staffing portal page that is included with the Workforce Central Portal installation.Note the following about this portal page:• The page includes the Kronos Navigator and health care web parts that

display data for health care staffing managers, to view and manipulate.• All web parts in the portal page are pre-configured web parts that are installed

as part of the Workforce Central Portal installation. • The page is configurable.

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Load balancing with the Workforce Central Portal

Load balancing with the Workforce Central Portal

This section presents:• An overview of load balancing with Workforce Timekeeper and the

Workforce Central Portal version 6.0• Illustrations that compare load balancing configurations with and without the

Workforce Central Portal

Overview of load balancing configuration

System administrators need to know this information.Workforce Timekeeper v6.0 web and application servers can be installed on separate machines. You can load balance the web servers or application servers, or both, depending on the configuration and requirements:• Web servers — Multiple Workforce Timekeeper web servers can be load

balanced using the DNS round robin method, Windows load balancing mechanisms, or one of the other industry-standard web load balancing solutions. Most Workforce Timekeeper customers use hardware devices to load balance their web servers.

• Application servers — Each of the J2EE application servers supported by Workforce Timekeeper v6.0—JBoss, WebSphere, and WebLogic—has a load balancing mechanism. Refer to the installation documentation that is included with Workforce Timekeeper.

• Portal servers — Multiple Workforce Central Portal portal servers can be load balanced using the DNS round robin method, Windows load balancing mechanisms, or one of the other industry-standard web load balancing solutions.

Important: If the system consists of separate application, web, and portal server machines, all machines must be in the same domain to implement load balancing. If the machines are not in the same domain, refer to “Additional configurations with different domains” on page 17; you must perform these configuration procedures so that load balancing will work.

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Load balancing with the Workforce Central Portal

Workforce Timekeeper and Workforce Central Portal require stateful load balancing. When a Workforce Timekeeper session is initiated, the load balancer must determine the destination server and send all connections from a given user to the same server for the duration of the session. This means that the load balancer must have the means to identify the user, to recognize session initiation and termination, and to track each session. This is called session persistence, stickiness, or affinity.Load balancers can track sessions by using cookies, URL parsing, static and dynamic algorithms, source and destination addresses, and other means.Although most load balancers solve the problem of balancing a load across multiple servers, they do not all provide the persistence needs of Workforce Timekeeper.The two common methods of ensuring persistence with Workforce Timekeeper are cookie-based persistence and Secure Sockets Layer (SSL) session ID-based persistence.

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Load balancing with the Workforce Central Portal

Typical load balancing configurations

System administrators need to know this information.The following text and illustrations compare load balancing configurations with and without the Workforce Central Portal

Load balancing configuration without the Workforce Central Portal

The following illustration shows a typical load balancing configuration when Workforce Timekeeper is installed without the Workforce Central Portal.The web server and application server are shown as logically distinct, but the image applies to combined and separate web/application servers.In most cases, communication to the web server is distributed using a hardware load balancer. Communication from the web server to the application server is balanced using the server’s software-based load balancer. For more detailed information about load balancing, refer to the installation documentation that is included with Workforce Timekeeper..

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Page 35: Kronos WFC Portal v6_0 Installation Guide-Portal.pdf

Load balancing with the Workforce Central Portal

Load balancing configuration with the Workforce Central Portal

The following illustration shows a typical load balancing configuration when Workforce Timekeeper is installed with the Workforce Central Portal. The web server, portal server, and application server are shown as logically distinct, but the image applies to combined and separate web/application servers.

Note: Separating the portal server is not mandatory. Depending on the configuration and the load, this configuration may be altered. Contact your Kronos Service Representative for best practices when configuring your server topology with Workforce Central Portal.

In most cases, communication to the portal server is distributed using a hardware load balancer, as is communication from the portal server to the Workforce Timekeeper web server. The hardware load balancers for the portal server and the web server are shown as logically distinct, but a single hardware-based load balancer is capable of load balancing both servers.The image shows two portal servers, two web servers, and two application servers, but these numbers are arbitrary. For example, you could have two portal servers, seven web servers, and five application servers. The exact number of each type of server depends on your load requirements and is not constrained by any requirement of Workforce Central Portal.

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Load balancing with the Workforce Central Portal

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