• How to Test Your Learning Management System Integration With Udemy Business

    This article outlines how you can test your learning management system integration (LMS) with Udemy Business.

    Steps on how to integrate the systems below are also available in our Help Center.

    Note: LMS/LXP integration is only available with the Enterprise Plan.

    How test your LMS integration with Udemy Business

    Once you’ve configured your Udemy Business and LMS APIs and single sign-on (SSO) you will want to test the integration between Udemy Business and the LMS. It is recommended that you first launch Udemy Business SSO directly, then test the course search and launch from LMS, and finally validate the user progress synchronizations.

    1. From your browser, navigate to your Udemy Business site (e.g., https://mydomain.udemy.com). 
    2. Using SSO via your LMS environment, log in to Udemy Business. You should be automatically redirected back to your Udemy Business site after authenticating on your LMS environment.

    Note that you will be automatically redirected to your Udemy Business Site if Forced SSO is enabled (step 7 in the Enabling Single Sign-On section above). If Optional SSO is enabled instead, you will need to click Continue with SSO from the Udemy Business login page.

    1. Now, log in to your LMS environment and search for a Udemy Business course.
    2. Launch the Course into Udemy Business. Observe how you’re automatically redirected to your Udemy Business site and access the course landing page. 
    3. From the course landing page, select Enroll Now to begin the Course.

    The “Enroll Now” option is only presented the first time you access the Udemy Business course. 

    1. As you progress through your Udemy Business course, you can check your LMS environment and observe the Training Progress automatically synchronize with your LMS transcript (this may take up to 24 hours).

    If you encounter any issues or need help with Udemy Business SSO or LMS/LXP Configuration, please contact our support team by clicking here.

    Read article
  • Udemy Business LMS And LXP Integration Partners

    Udemy Business integrates with different learning management systems (LMS) and learning experience platforms (LXP) (see below) to provide a number of benefits to your organization.

    View our integration partner directory.

    • Please note: LMS/LXP integration is only available with the Enterprise Plan.

    Why integrate a LMS or LXP with Udemy Business?

    A LMS delivers and manages instructional and training content. It typically handles learner registration, online course administration, tracking, and assessments of a learner’s work. Instructional content can be live instructor-led training (ILT), books and articles, video courses, blog posts & forums, and other media. 

    Each partnership may vary in functionality, but integrating Udemy Business with your LMS or LXP presents a variety of benefits with learning management:

    • Centralize search and discovery of Udemy Business catalog from your LMS or LXP.   
    • Assign Udemy Courses directly through your LMS or LXP.
    • Centralize reporting to understand consumption or engagement of learning content across providers, track skills, and guide learning development
    • Deliver learning experiences in familiar systems.

    Current list of LMS and LXP partners

    Note: Access to the partner support portal may be required in order to access the configuration instructions. Udemy Business provides the instructions as a courtesy and does not manage the resources directly. If you encounter any issues accessing the instructions, please contact the applicable partner.

    Partner & datasheet Integration capabilities* Reporting synchronization

    Configuration 

    instructions 

    Demonstration video

    (in English)

    Betterworks Course sync
    Reporting sync - progress and completions
    Daily Partner configuration instructions  
    Buk Course sync
    Reporting sync - progress and completions
    Daily

    Partner configuration instructions

     
    Calibr.ai Course sync
    Reporting sync - progress and completions
    Daily Please contact your Calibr rep for configuration instructions  
    Classera Course sync
    Reporting sync - progress and completions
    Daily Please contact your Classera rep for configuration instructions  
    Continu Course sync
    Reporting sync - progress and completions
    Real time Partner configuration instructions  
    Cornerstone OnDemand

    Course sync
    Reporting sync - progress and completions

    Learning Path sync

    Daily

     

    Partner configuration instructions

     

    Demonstration video
    Cypher Learning

    Course sync
    Reporting sync - progress and completions

    Daily

    Please contact your Cypher Learning rep for configuration instructions

     
    Degreed

    Course sync
    Reporting sync - completions only

     

    Learning Path sync

    Daily Partner configuration instructions Demonstration video
    Disprz Course sync  N/A Please contact your Disprz rep for configuration instructions  
    Docebo Course sync
    Reporting sync - progress and completions
    Daily Partner configuration instructions Demonstration video
    EADSkill Course sync
    Reporting sync  - progress and completions
    Daily Please contact your EADSkill rep for configuration instructions  
    edCast Course sync
    Reporting sync - progress and completions
    Daily Partner configuration instructions  
    Engagedly Course sync N/A Partner configuration instructions  
    Enocta Course sync
    Reporting sync - progress and completions
    Daily Please contact info@enocta.com for configuration instructions  
    Fuse Course sync N/A Partner configuration instructions  
    HiBob Course sync
    Reporting sync - progress and completions
    Daily Please contact your HiBob rep for configuration instructions  
    HowNow Course sync
    Reporting sync - progress and completions
    Daily Partner configuration instructions  
    imc

    Course sync
    Reporting sync - progress and completions

    Learning Path sync

    Real time

    Please contact your imc rep for configuration instructions

     

     
    Innential Course sync N/A Please contact your Innential rep for configuration instructions  
    Intellum

    Course sync

    Reporting sync - completions only

    Daily Please contact your Intellum rep for configuration instructions  
    Invince Course sync
    Reporting sync - progress and completions
    Daily Please contact your Invince rep for configuration instructions  
    iSpring

    Course sync

    Reporting sync - progress and completions

    Daily Partner configuration instructions  
    Konviva

    Course sync

    Reporting sync- progress and completions

    Daily Please contact your Konviva rep for configuration instructions  
    Kredo

    Course sync

    Reporting sync - progress and completions

    Daily Please contact your Kredo rep for configuration instructions  
    Learn Amp Course sync
    Reporting sync - completions only 
    Daily Partner configuration instructions  
    LinkedIn Learning Course sync N/A Partner configuration instructions  
    Phenom Course sync N/A Partner configuration instructions  
    Power BI Reporting sync N/A Partner configuration instructions  
    Praisidio Course sync N/A Please contact your Praisidio rep for configuration instructions  
    Rise Up

    Course sync
    Reporting sync - progress and completions

    Learning Path sync

    Daily Please contact your Rise Up rep for configuration instructions  
    Saba (Cornerstone SBX)

    Course sync
    Reporting sync - progress and completions

    Learning Path sync

    Real time Partner configuration instructions  

     

    Schoox

     

    Course sync
    Reporting sync - progress and completions
    Daily Please contact your Schoox rep for configuration instructions  
    ServiceNow Course sync
    Reporting sync - progress and completions
    Daily Partner configuration instructions  
    Skillsoft Percipio Course sync
    Reporting sync - progress and completions
    Daily Partner configuration instructions  
    Studytube Course sync
    Reporting sync - progress and completions
    Real time Please contact your Studytube rep for configuration instructions  
    SuccessFactors Course sync
    Reporting sync - completions only
    Real time Partner configuration instructions Demonstration video
    SumTotal Course sync
    Reporting sync - progress and completions
    Real time Partner configuration instructions Demonstration video
    Tenneo Course sync
    Reporting sync - progress and completions
    Daily Please contact your Tenneo rep for configuration instructions  
    Thrive Learning Course sync
    Reporting sync - completions only
    Real time Partner configuration instructions  
    Tilr Course sync
    Reporting sync - progress and completions
    Real time Please contact your Tilr rep for configuration instructions  
    UKG Pro Learning

    Course sync
    Reporting sync - progress and completions

    Daily Partner Configuration Instructions  
    Valamis Course sync
    Reporting sync - progress and completions
    Daily Partner configuration instructions  

    Violet Infosystems

     

    Course sync N/A Please contact your Violet Infosystems rep for configuration instructions  
    Viva Learning Course sync N/A Partner configuration instructions Demonstration Video
    Workday Learning Course sync
    Reporting sync - progress and completions
    Real time

     

    Partner configuration instructions

     

    Demonstration video
    WorkRamp Course sync N/A Partner configuration instructions  
    Xoxoday Plum Course sync N/A Please contact your Xoxoday Plum rep for configuration instructions  
    Zensai Learn365 Course sync
    Reporting sync - completions only
    Daily Please contact your Zensai Learn365 rep for configuration instructions  
    360Learning

    Course sync
    Reporting sync - progress and completions

    Learning Path sync

    Daily Configuration instructions  

    *Reporting API includes user insights on Courses only.  Learning Path and Udemy Business Pro insights are not included.

    Integrations with other systems

    Please note that you can integrate your Udemy Business instance with systems not included in the list above or with other in-house tools.  For any provider not on the list, Udemy Business will provide access to our web service REST APIs and provide guidance during the integration build.

    Frequently Asked Questions:

    How much does the integration cost?

    Udemy Business does not charge for LMS/LXP Connectors or access to API services. Note that your LMS/LXP/3rd party service provider may charge on their end for integration or professional services, so we recommend confirming with them as well.

    How long does it take to integrate Udemy Business with an LMS?

    The Udemy Business configuration is entirely self-service and authorized administrators can enable their Udemy LMS/LXP and SSO functionality in minutes.  Setup time on the LMS/LXP side may vary. 

    How will learners complete integrated courses?

    Launching a course from your LMS/LXP will open a new tab in your browser to complete the course within your Udemy Business instance directly.  This ensures an optimal end-learner experience as courses are built for consumption within Udemy Business.  

    Learners can benefit from resources and functionality within Udemy Business itself, by having access to instructor monitored Q&A, instructor announcements, downloadable resources, learning tools, and more.  Courses are frequently refreshed by instructors as well,  so this help ensures that end-learners receive the most up-to-date and relevant content.

    Will learners have to re-enroll in the course within Udemy?

    No.  You can enable auto-enrollment within Udemy settings.

    Will learner and course reports still be sent over if the course is completed within Udemy?

    Yes, so long as the Reporting API is enabled.

    Will my learners have to re-authenticate into Udemy? 

    No.  The login flow from LMS/LXP to Udemy is seamless via SSO.

    How are course searches, discovery, and recommendations managed through 3rd party LMS? 

    This depends entirely on the LMS/LXP system.  3rd party LMS/LXP systems have their own algorithms for surfacing content and providing content recommendations which is different from Udemy.

    Can I see what the integration looks like?

    Yes.  Please reach out to your Udemy Business representative and we can share screenshots, videos, and/or a short demonstration of what various integrations can look like.

    Who should I engage for support with integrations? Udemy Business or my LMS/LXP provider?

    For support regarding accessing Udemy Business API credentials, setting up the integration, or validating API or data integrity with the integration, please reach out to your Udemy Business Customer Success partner.

    For support relating to configuring the data in your LMS/LXP after the integration and data sync is enabled, please reach out to your LMS/LXP support team.

    If you're experiencing a technical issue and it’s unclear where the issue may be originating, please open a support ticket with both the integration vendor and Udemy Business. Both parties will investigate the root cause and determine a solution.

    What if my LMS/LXP is not on the list above?  Can I integrate with on-premise or “in house” systems?

    Yes, integration is still possible!  For any provider not on the list, Udemy Business will enable access to our REST APIs and provide guidance during the integration build. However, the LMS/LXP vendor or customer will be responsible for the work required to facilitate the integration. The Udemy Business team will provide advisory services for the Udemy Business API.

    What specific information and fields can be sent via the Udemy Business API?

    Broadly speaking, Udemy business APIs support integrating Courses, Learning Paths, and Reporting information.  For more detail, see our API Reference documentation for a list of all the possible fields you can access via our open API.  Note that our 3rd party partners with pre-built integrations may not necessarily map all of this information as part of the connector they’ve built out, so let us know if you have questions about what is supported through an existing integration.

    Will the LMS/LXP integration include custom Udemy Business content we’ve created?

    Yes.  

    Will the LMS/LXP integration include custom Udemy Business content we’ve created and content we’ve imported from the Udemy marketplace?

    Yes.  Please note: For content imported from the Udemy marketplace you will still need to purchase sufficient licenses for the intended learner audience to access the course in your Udemy Business account.

    How frequently does the data refresh with integration? 

    For xAPI reporting integration, progression and completion statements are sent in real-time.

    For our REST APIs (Course Catalog, Learning Paths, and Reporting) most partners call our API a minimum of once every 24 hours.  

    If I assign a course from my LMS, will notifications also be sent from Udemy?

    No.  Course reminders will be sent based on which system you assigned the course from.

    Is Single-Sign-On (SSO) required to integrate with my LMS/LXP?

    No, but SSO is recommended for optimal user experience.

    Do you support flat file course uploads?

    Yes. If the LMS/LXP does not support API based integrations, Udemy Business can provide a .csv file of course URL deep links for upload into the LMS. This is a simple way to populate the LMS/LXP with Udemy Business content; however, this method requires manual upkeep.

    Does Udemy Business support integration through SFTP?

    No.

    What other options are available if we don’t wish to integrate?

    Udemy Business data can be manually exported as CSV files.  Depending on the overall scope and requirements, doing periodic file uploads can be straightforward with minimal uplift or maintenance.

    Enabling custom learning objectives in your LMS/LXP system may also be a suitable option if you only wish to surface a few Udemy Business courses or learning paths.

    If you have additional questions about integration please don’t hesitate to reach out to your Udemy Business representative and our team will be happy to support in further discussions.

    Read article
  • Auto-enrollment of Courses via Learning Management Systems

    To provide Udemy Business learners with a seamless learning experience, admins can enable auto-enrollment of courses when launched via LMS/LXP integrations. When auto-enrollment is active, learners will automatically be enrolled when they click on the course link from the LMS/LXP system.

    How to enable auto-enrollment

    To enable auto-enrollment of courses please follow the steps below:

    1. Hover your cursor over Manage and click on Settings
    2. From the menu on the left-hand side of the page, select LMS/LXP Integrations. 
    3. Next, click Start set-up or Edit integration. 
    4. On the next screen, input the necessary details and ensure the Auto enrollment toggle at the bottom is On. 
    5. Finally, click Save.

    integration_credentials.png

    How to disable auto-enrollment

    To disable the auto-enrollment feature for courses please follow the steps below:

    1. Navigate to the select LMS/LXP Integrations page (see instructions above).
    2. Click Edit integration on the right-hand side.
    3. Toggle auto enrollment to Off.

    auto_enrollment_off.png

    Read article
  • Udemy Business LMS Integration: Cornerstone OnDemand

    This article provides an overview of Cornerstone OnDemand (CSOD) and outlines the native integration process for the learning management system (LMS) and learning experience platform (LXP). It also explains the many benefits of integrating CSOD with your Udemy Business web application.

    Table of Contents

    Overview

    To extend the value of the Udemy Business collection, we are partnering with Cornerstone OnDemand (CSOD). The learning management system (LMS) and learning experience platform (LXP) native integration for CSOD enable Learners to search and discover Udemy Business content directly from CSOD. The integration also enables Admins to easily view reporting data from their CSOD LMS on their progress and completion activity.

    Udemy Business Course deep-links and Single Sign-On (via SAML 2.0) provide a seamless launch of Udemy Business courses directly from Cornerstone. Course progress is automatically synchronized in real time between Udemy Business and the learners' Cornerstone transcript (supported when a Udemy Business course is launched from Cornerstone for active learning objects in Cornerstone).

    Please note: LMS/LXP integration is only available with the Enterprise Plan.

    Integration benefits

    • Allow learners to search and discover Udemy Business content directly from Cornerstone.
    • Automatically synchronize learner progress and completions with their Cornerstone transcript.
    • Enable admins to easily enable the integration between their Udemy Business environment and Cornerstone LMS:
      • Catalog Synchronization.
      • Learner Reporting (Course Progress and Completions) Synchronization.
      • Single Sign-On via CSOD-embedded SSO or a dedicated Identity and Access Management System (e.g., Azure, Okta, AD FS). 
        • Please note: SSO via CSOD is optional and functions independently of the catalog and reporting synchronizations.

    Catalog Synchronization

    Learner Progress & Completions

    Authentication

    Yes: daily, via APIs

    Yes; real-time via APIs for user progress.

    Yes; SAML 2.0 Single Sign-On (SSO)  with Cornerstone OnDemand as Identity Provider (IdP); alternatively, SSO via Identity & Access Management System (e.g., Okta, Azure, OneLogin, AD FS).

    Integration setup process

    The integration between the Udemy Business Web application and Cornerstone OnDemand environment requires both systems to be configured. For your Cornerstone OnDemand environment, you will need to enable the integration via the Cornerstone Content Delivery System (CDS). The overall process is as follows:

    • Step 1: Enable Cornerstone Content Delivery APIs. The following Cornerstone API parameters are required before configuring the integration in Udemy Business:
    1. Environment Base URL
    2. Environment API Client ID
    3. Environment API Client Secret
    • Step 2: Enable Udemy LMS/LXP Integration. Enable the LMS/LXP Integration for Cornerstone OnDemand from your Udemy Business admin portal. You will need the obtained CSOD API parameters from Step 1. Once Udemy Business is configured, you will need to share the Udemy Business Client Integration Identifier (CIID) Token with CSOD. The CIID will enable Cornerstone to pull the Udemy Business catalog for search and discovery as Online Learning Objects.   
    • Step 3: Configure SSO. Contact your Cornerstone Global Integration Services team to enable Embedded SSO on your CSOD environment. Once SSO is enabled on your CSOD environment, proceed to enable SSO on your Udemy Business environment. 

    Enable Cornerstone content delivery APIs

    To list Udemy Business’ Course Catalog as online learning objects in your Cornerstone Learning Management system, you will first need to provision the Content Delivery API keys in Cornerstone. Coordinate with your Cornerstone customer support team to enable the Catalog and the Progress synchronization APIs. Once the Cornerstone Content Delivery APIs are enabled, follow the Cornerstone process for retrieving the environment-specific (e.g., Stage, Pilot, Production) base URLAPI Client ID, and Client Secret.

    These values are required in order to generate the corresponding Udemy Business Client Integration Identifier (CIID) for the Course catalog synchronization and enable user progress synchronization between Udemy Business and Cornerstone.

    Images: Cornerstone Integration Center Configuration for Udemy Business.

    edge_intergration_center_2.png

    Enable Udemy LMS/LXP integration

    This section outlines how to enable the Udemy Business Integration with Cornerstone OnDemand. 

    You will first need to enable the Cornerstone Content Delivery APIs and obtain the base URL, API Client ID, and Client Secret for your Cornerstone environment (i.e., Stage, Pilot and/or Production). Then, proceed to configure your Udemy Business environment for Catalog and User Process Synchronization as outlined below.

    Prerequisites:

    1. Enable the Content Delivery APIs in your Cornerstone environment. Contact your Cornerstone Customer Success Manager for assistance.
    2. Obtain the CSOD environment API parameters: (a) base URL; (b) API Client ID; and (c) Client Secret.

    Enabling Catalog and User Progress synchronization

    1. Log in as an Admin to your Udemy Business Web App.

    2. Navigate to Manage | Settings (top right menu).

    3. From the Left panel, select  LMS/LXP Integrations.

    lms_lxp_integrations_page.png

    4. From the Start set-up button, select Cornerstone OnDemand.

    lms_lxp_integrations_csod.png

    5. Enter the Base URL Endpoint, Client ID, and Client Secret you received from Cornerstone.

    lms_lxp_integration_credentials.png

    6. Click Test Credentials to ensure that credentials are validated.

    7. Click Save. If successfully enabled, Udemy Business will display a confirmation, followed by the Udemy Business Cornerstone OnDemand Integration status screen. The User Progress Synchronization between Udemy Business and Cornerstone is now enabled.

    8. From the Udemy Business Cornerstone OnDemand LMS/LXP integrations screen, Copy the Cornerstone CIID. Share the CIID token with your Cornerstone Integration team to enable the Catalog synchronization on your Cornerstone environment.

    Allow 24 hours for the Udemy Business Course Catalog list to appear in your Cornerstone environment. Once the Udemy Business Catalog is listed in your Cornerstone environment, you can search, discover the Udemy Business catalog and launch the course experience in your dedicated Udemy Business environment.

    Enable Learning Path integration

    Our learning path integration can be enabled upon request. Please contact your dedicated Customer Success Manager for assistance.

    CSOD does a delta sync once a day using the HTTP Header If-Modified-Since therefore if you are adding Learning Path integration there are 2 options available to sync the Learning Path’s:

    • Trigger a Full Sync (by deactivating the Udemy integration Tile in their CSOD portal and activating it again)
    • Make a small edit to each of your LP's in Udemy (ex. add a description if the LP didn't have one or added a full stop/space.)

    Set view permissions for learner:

    In order to set the view permissions, navigate to Admin > Catalog >Course Catalog. From there search for the name of the learning path. Click into the Learning Path and scroll down to edit the availability.

     

    Search for the user you want to enable the availability for and click on the check box next to their account. Click on “Select” and “Save” your changes.

    Once you pull in the LP’s and set the correct viewing permissions for learners they will be able to see Udemy Learning Paths under the filter Modality > Collections.

    Enable single sign-on (optional)

    Please note: This is an optional step, and you do not need to enable SSO with Cornerstone OnDemand for the Udemy Business integration to work.

    To enable SSO with Cornerstone OnDemand, please review our instructions on how to configure a custom SSO connection.

    Testing the integration

    Once you’ve configured your Udemy Business and Cornerstone APIs and optionally SSO you will want to test the integration between Udemy Business and the LMS. (Learn how)

    Questions or support

    If you encounter any issues or need help with Udemy Business SSO or LMS/LXP Configuration, please contact our support team. For issues related to Cornerstone, please contact the designed Cornerstone support team.

    Read article
  • Udemy Business LMS Integration: SuccessFactors

    This article outlines the benefits and provides instructions for configuring the Udemy Business and SAP SuccessFactors Learning Management System (LMS) integration. 

    Please note: Udemy Business LMS/LXP integrations are only available with the Enterprise Plan.

    Table of contents

    Overview

    SuccessFactors OCN configuration

    Udemy Business Configuration

    Enabling Course Completion sync

    Managing SuccessFactors Locales

    Test the integration

    Questions or support

    Overview

    Integration capabilities

    • Catalog Sync:
      • Learners can search, discover, and launch Udemy Business courses directly from SuccessFactors.  
      • SuccessFactors admins can assign curriculum directly in SuccessFactors.
    • Reporting Sync:
      • Upload Udemy Business learner completions into SuccessFactors.
      • Please note: You will need to send the SuccessFactors BizX User ID to Udemy for this to work.  See Enabling Course Completion sync below.
    • Demonstration Video

    Integration process overview

    The Udemy Business and SuccessFactors integration requires both systems to be configured. 

    • In SuccessFactors- Configure OCN for Udemy Business:
    1. Configure OCN Provider Label for Udemy Business
    2. Enable OCN Provider for Udemy Business
    3. Configure Provider Logo for Udemy Business
    4. Create OCN Admin Role
    5. Create OCN Admin User
    6. Create OCN OAuth Credentials
    • In Udemy Business - Activate LMS/LXP Integration. You will need the API parameters from SuccessFactors.
    • Enable Completion Sync by mapping SuccessFactors BizX UserID to Udemy Business lmsUserID

    SuccessFactors OCN configuration

    Provider label

    For every OCN Provider, it is recommended to attach a label to the ProviderID. The ProviderID is a fixed text identifier for content providers, whereas the label is more human-readable.

    Successfactors reference on creating OCN provider labels

    The “label.u.UdemyForBusiness” is created in SuccessFactors under References > Manage Labels > Labels

    sf_1.png

    sf_2.png

    Enabling OCN provider

    The ProviderID is fixed text that is set in the Learning Administration > System Administration > Configuration > System Configuration > Open Content Network settings. The label is as follows:

     

    providers[UDEMY].enabled=true

    providers[UDEMY].name=Udemy Business

    providers[UDEMY].label=label.u.UdemyForBusiness
    providers[UDEMY].syncCourses=true

    providers[UDEMY].baseLaunchUrl=https://<udemy portal>.udemy.com

    providers[UDEMY].pricingModel=

    defaultValues.markCompleteOnLaunch[UDEMY]=false

     

    Please note:

    • The “providers[UDEMY].baseLaunchUrl=https://<udemy portal>.udemy.com” should be your organization’s specific Udemy (UB) domain. 
    • Setting providers[UDEMY].enabled=true enables the provider.
    • If Udemy Business is your first OCN integration, you will need to configure three additional parameters. To find the possible values for these parameters, follow the paths below:
      • defaultValues.itemType[default]: References > Learning > Item Types > Do a blank search > choose the necessary item type and add it to the value parameter in the OCN property file.
      • defaultValues.itemCompletionStatus[default]: References > Learning > Item Completions > Do a blank search > choose the necessary item completion and add it to the value parameter in the OCN property file.
      • defaultValues.domainID[default]: System Admin > Security > Domains > Do a blank search > choose the default domain where the item would be created and add it to the parameter in the OCN property file.

    These values vary per SuccessFactors deployment. Udemy Business can’t provide guidance regarding which values to use. If you have questions, direct them to SAP SuccessFactors support.

    Configure Provider logo

    A Udemy Business thumbnail image can be uploaded in SuccessFactors via in Learning Administration > System Administration > Configuration > System Configuration > Open Content Network > Logos.

    logo_image_configuration.png

    Create OCN Admin role

    This is configured in Learning Administration > System Administration > Configuration > System Administration > Security > Role Management.  The required permissions (or workflows in older versions) are:

    • Add History Record (or Add Learning Events in older version)
    • Please note:  If you opt-in for OData API for BizX User ID sync (see Enabling Course Completion sync section below), Udemy Business needs permission to query users via Search Successfactors OData API service.

    3a.png

    Create OCN Admin user

    An Admin user is required to make API calls; the user must be associated with the previously created OCN Admin role.  The user can be created in Learning Administration > Configuration> System Administration > System Configuration > Security > Administrators.

    Create OCN OAuth credentials

    This step creates the SuccessFactors OAuth Client ID and Client Secret. It can be issued in SuccessFactors via Learning Administration > System Administration > System Configuration > Configuration > OAuth Token Server.

    Please note: Issuing a new secret invalidates all existing ones. If other OCN providers are enabled, you can use the same token or re-issue a new token to all providers.

    Open Content Network Synchronization

    There is an automatic process (Learning Administration >  Automatic Processes > Open Content Network Content Synchronization) in SuccessFactors that can be configured to update the OCN content.  This will sync course metadata and clean up inactive courses.  Inactive courses can still receive completion records if they remain in the OCN with the Import Status: “Imported”.

    You will need to proceed to the configuration steps within Udemy Business below before you can sync Udemy Business content through the OCN.

    SF_4.jpg

    Udemy Business Configuration

    This section outlines how to enable Udemy Business Integration with SuccessFactors. 

    Prerequisites

    1. Enable the OData APIs in your SuccessFactors environment following the instructions in the “OAuth credentials” section above.

    2. Obtain the SuccessFactors environment API parameters: 

    • base URL
    • API Client ID
    • Client Secret

    Instructions to obtain the base URL for SuccessFactors

    1. Identify Your SuccessFactors Login URL: Navigate to your SuccessFactors login page.

    2. Locate the Base URL: The base URL is the part of the login URL that ends with "successfactors.com".

    For example, if your login page is: https://example_page.successfactors.com/login#/companyEntry

    The base URL is:
    https://example_page.successfactors.com

    Activating Catalog Integration in Udemy Business

    1. In Udemy Business Navigate to Manage ->Settings -> LMS/LXP Integrations.  Select Start set-up then select SuccessFactors

    2. Enter the Base URL Endpoint, Client ID, and Client Secret you retrieved from SuccessFactors.  For User ID, enter OCNAdmin.

    3.  Click Save. Udemy Business will display a confirmation if the SuccessFactors APIs were successfully enabled. Allow 24 hours for the initial Udemy Business Course Catalog to sync into SuccessFactors.

    4. Once the Udemy Business Catalog is listed in your SuccessFactors environment, you will need to manually import (approve) the courses for your SuccessFactors catalog via the OCN settings in SuccessFactors.  Navigate to Learning Administration > Content > Open Content Network section. 

    This step is critical to complete the full catalog integration and cannot be skipped.

    sf_5.png

    Please note:  This process will not recur automatically. New courses in Udemy Business must be periodically imported into SuccessFactors to keep the catalog up-to-date with what is in Udemy Business.

    You can determine the manual import frequency based on your business and learning integration needs.  Most learning organizations with the SuccessFactors integration repeat this process on a weekly basis.

    Once you import the courses, your SuccessFactors designated users can search, discover the Udemy Business catalog, and launch the course experience in your dedicated Udemy environment.

    Enabling Course Completion sync

    This integration uses the SuccessFactors BizX UserID as the unique identifier to sync learner completion records from Udemy Business to SuccessFactors.  Udemy Business stores this value in the lmsUserID field.  

    The SuccessFactors BizX UserID must be mapped into the Udemy lmsUserID field for the course completions to sync.  There are multiple ways to upload the SuccessFactors BizX UserID into Udemy Business:

    Option 1:  Via the SuccessFactors OData APIs

    For this method, Udemy Business will call the Open Data Protocol (OData) API provided by SuccessFactors to allow third-party access to data stored within SuccessFactors. This enables the user email address and BizX User ID from SuccessFactors to be pulled via this API for any user also in the Udemy Business environment directly. If the user’s email address is found, the BizX UserID is stored as lmsUserID in Udemy.  

    To enable this method, please follow the OData API configuration steps above and let your Udemy Business representative know to enable OData on the backend as well.

    Option 2:  Via SSO from your Identity Provider (Azure, Okta, OneLogin, etc…)

    For this method, you will need to configure your SSO Identity Provider to map the SuccessFactors BizX UserID as a SAML attribute into the Udemy lmsUserID field.  

    Please note:  For this to work you must also be able to reliably and effectively map the SuccessFactors BizX UserID from SuccessFactors into your Identity Provider.  

    • Udemy Business cannot oversee this process and you may need to work with IT to configure this.

    Option 3:  Via SuccessFactors acting as the Identity Provider

    SuccessFactors has native capabilities to act as an Identity Provider and can pass the BizX UserID via SSO directly.

    Due to its complexity, this method requires consultation with your Udemy Business team.

    Option 4:  Via CSV Upload

    If you do not use SSO or the OData API is not an option you can manually download a CSV file from SuccessFactors with the user emails and BizX User IDs.  From there, you will have to send this file to Udemy Business support to have them upload the lmsUserID.

    Due to the manual nature of this approach, this method requires consultation with your Udemy Business team.

    Please note:  Udemy Business can reprocess historical or missed completion events.

    Managing SuccessFactors Locales

    In SuccessFactors, course titles and descriptions only appear in the locale to which they are populated. If your Udemy Business subscription includes multiple languages, you may notice some Udemy Business content appears in search results without a title and description. This means the locale you are searching in SuccessFactors doesn’t match the locale of the Udemy Business content. The title and description are only returned for courses for the user's designated SuccessFactors locale.
    For example, if your SuccessFactors locale is set for English, you will be able to see course titles and descriptions for all English courses.

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    To request title and description locale defaults, please submit a case to the SuccessFactors support team.

    Here you can find a full list of Udemy Business international languages.  You will need to enable the locales in SuccessFactors to see the title and descriptions for Udemy Business courses offered in these languages

    Test the integration

    Once you’ve configured your Udemy and SuccessFactors APIs and SSO you will want to test the integration between Udemy Business and the LMS (Learn how to test your integration).

    Questions or support

    If you encounter any issues or need help with Udemy Business SSO or LMS/LXP Configuration, please contact our support team. For issues related to SuccessFactors, please contact the designated SuccessFactors support team.

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