2318479 - Platform Implementation Tips & Tricks from SuccessFactors Product Support

Symptom

This KB article has been created to provide Customers and Partners Tips & Tricks for the use of Platform related features and tools during implementations.

The aim is to centralize some of the more frequently encountered implementation issues and to provide guidance in order to avoid unnecessary delays to an Implementation.

Note: This KB article (and sub-articles) are frequently reviewed and updated by Product Support based on our experiences for new and existing customers.

Please utilize the information provided to ensure you troubleshoot the issues and/or blocks you are encountering first before opening a Support case as many of the issues you may encounter already have solutions. You can search for more solutions here.

Environment

SAP SuccessFactors HCM Suite

Resolution

Implementation Tips & Tricks

Feature or Tool	Topic	Comments	Relevant resources (Guides, KBA, etc..)	Direct link for KBA search
SSO with SAML	Provisioning and Troubleshooting	This KBA was created by Support to help you troubleshoot common errors and issues without having to open support cases in most cases.	KBA 2317944 BizX Platform - Partner resources : SAML 2.0 Provisioning guide - Troubleshooting tips and tricks - Common errors and resolution KBA 2757960 - Login Failures Error Log - SSO - BizX Platform	SAML
Data Retention Time Management (DRTM)	SuccessFactors new data purge solution for Data Protection and Privacy now provides a master data purge of inactive users. The master data purge permanently and irreversibly removes inactive users and employment from your instance, along with their associated data from across the HCM Suite, including audit log data	This KBA is intended to assist with setup of the DRTM Tool for non EC Enabled Instances. Also reference SAP Help Guide. LMS enabled checks – (1) User and admin in LMS (2) The Admin should have following workflow permission in LMS. View User - to view the report Delete User – to delete user SAP Help : DRTM Purge Permissions	KBA: 2615360 - Data Protection and Privacy - Data Retention Time Management (DRTM) - Master Data Purge for Inactive Users SAP Help - Set-Up of Data Retention Time Management KBA - 2615360 - DRTM Purge Configuration -- EC Disabled Company -- Configuration and Troubleshooting	DRTM
Data retention management (DRM) - Old Legacy Purge Note: It is recommended that you use the new DRTM Master Purge as outlined above.	Purging and re-using Usernames and UserID’s	Data Retention Management lets you purge obsolete data and inactive users from SuccessFactors, which removes them from the system. Data Retention Management soft purges the user if you wish to remove the user completely from the system to re-user the username/userid you must also permentantly purge the user.	KBA 2088065 - Data Retention Management - Purge Data - Platform section "What about users? Can the purged users UserID’s or Usernames be recycled?" SAP Help - Implementing and Using Data Retention Management (Legacy and Non
	DRM with LMS integration	With integrated learning (LMS) the following rules need to be followed or the request will fail : - User creating purge request must a have matching user in LMS (same username as the userID in bizx) - Matching user in LMS needs to have full administrator rights. If these conditions are not fulfilled the purge creation request will fail and will show as failed with no approvals.	KBA 2088065 - Data Retention Management - Purge Data - Platform section "How does an admin purge an inactive user?"
Encoding, working on CSV files with Excel	- Issues caused by encoding mismatches during import and how to fix. - Microsoft Excel behavior. - Duplicated users due to leading zeros in USERID	You may run into issues with garbled / corrupted characters after importing data into SuccessFactors. This could be due to encoding mismatches during any step at the import stage, and also commonly related to the use of Microsoft Excel to work on csv files. See the KBA for more information and tips.	KBA 2320676 - Platform - File encoding and impact on import jobs. Tips & Tricks from Support
Manage User Information	System admins needs to perform ongoing administrative and maintenance activities to keep system running smoothly. Among these activities, an essential one is user information management, which involves actions like adding users, managing user accounts, and updating user information.	This Handbook aims to provide a deep dive knowledge on "manage User Information"	Admin Guide to download Managing User Information
Scheduled jobs	- Job Setup in provisioning - generic sections - Differences between FTP and job scheduler server time zones - Common errors that can be fixed without Support involvement	Use this KBA if you have some trouble setting up a job or you are not sure about how the different settings affect the job. You will also find a few common errors you may see in provisioning that can be resolved without assistance from support and other tips (for example dependent job considerations) and best practices	KBA 2320572 - Platform - Job scheduler tips & tricks from Support for Partners and Consultants	Schedule Jobs
PGP in provisioning	Key generation and administration	The KBA is intended as a guide for partners and consultants. It describes the features available via provisioning - Manage PGP keys.	KBA 2296971 - Generating PGP Keys	PGP
Change Audit	Audit Framework discontinued	The Write Audit framework (Based on Golden Gate Replication) described in this KBA is no longer supported. We released a new self-service audit capabilities - General Audit Framework - that replaces the Golden Gate Audit Framework and due this reason we are no longer accepting new Audit enablement requests.	[Discontinued]	Change Audit
	Enablement of Change Audit Feature	This article provides information on how to grant permissions for users to enable and generate Change Audit report.	2618848 - Enabling Change Audit Feature
	How to create reports and what reports are available	The KBA brings the following topics: - How to create a Change Audit Report? - What reports are available? - Frequently Asked Questions	2744431 - How to create a Change Audit Report and what reports are available? - FAQ
Mobile	Mobile Starter Kit	Follow the link to access these resources: - Deployment handbook & how to video - Pitch Deck - Feature list with comparison by platform: Android, iOS (iPhone vs iPad) - Feature demo videos - FAQ (see here for security related concerns) - Learning content for Mobile	See the mobile starter kit on the SuccessFactors community	Mobile
Data Model changes	Changes required for Partial Organization SSO	In Order to Enable Partial Organization SSO, you'll need to make changes to the data-model and enable a new standard-element. The changes and other Partial Organization SSO related aspects and considerations are captured in this KBA.	KBA 2320766 - BizX Platform - Partial Organization SSO - Data model configuration, tips & tricks from Support for Partners
	Editing filters available for Dynamic Groups	- How to amend the available filters for creating dynamic groups - What elements can be setup as filters in dynamic groups	KBA 2088248 - My Groups - Dynamic Groups - Platform.
	Editing filters available for RBP Groups	- How to amend the available filters for creating RBP groups - What elements can be setup as filters in RBP groups	See Implementation guide for RBP available on the SAP Help Portal - SAP SuccessFactors HCM Suite
System performance	Capturing data for support	This KBA guides you through steps to capture the required information for Cloud Product Support to analyse your performance issue	KBA 2112343
Role Based Permissions (RBP)	Implementing RBP	The implementation guide provides simple steps to an RBP activation.	Implementing Role-Based Permissions	RBP
Role Based Permissions (RBP)	Troubleshooting RBP issues	The RBP admin guide contains tips to troubleshoot and identify permission issues. We also created a Support KBA to further guide you.	Admin Guide - Using Role-Based Permissions KBA 2321200 - BizX Platform - Troubleshooting RBP issues : Admin tools & reports Guided Answer: Role-Based Permissions	RBP
Instance Synchronization tool	Implementation Guide	- Pay attention to the release versions of your source and target instances, as the sync tool may not allow you to sync all objects if you are on different versions. For example your source could be located in one of the preview stacks and your target in one of the production stacks. As the new release is delivered one month in advance on the preview stacks, you would see some objects being unavailable to sync if you tried to sync objects to the production stack instance while the production stack is still on the older release. - For MDF objects there are some considerations to bear in mind. See KBA linked in the next column.	Instance Sync: Implementing and Managing Instance Sync	Instance Synchronization
	Admin Guide		Guided Answer - Instance Synchronization Tool
	Tips and good to know information		KBA 2088055 - Instance Synchronization feature & need to know
Email Notifications	Top issues and basic troubleshooting tips	These are the common reasons for emails not being received. We provide logic to test and detrmine if the issue is caused by the customer's environment (mail servers) or if the email is not triggered from the SuccessFactors email servers.	KBA 2087890 - Email Notifications: Top Reasons Why Emails are Not Sent or Received and basic troubleshooting logic - BizX Platform	Email Notifications

Keywords

SF success factors PLT platform SSO, DRTM, Purge, User Management, Scheduled Jobs, Change Audit, Mobile, Data Model, Performance, RBP, Instance Sync, Email Notification, e-mail , KBA , LOD-SF-PLT , Platform Foundational Capabilities , Problem

Product

SAP SuccessFactors HXM Suite all versions