Sidekick

Sidekick is an application that syncronises users, courses and user training between Sage 300 People and Learnsby LMS.

How it works

Importing your users into Learnsby is as easy as installing and setting up Learnsby SideKick on your servers. Your users will automatically be synchronised back to Learnsby LMS.

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When HR makes a change to an user Learnsby SideKick will automatically synchronise the change from Sage 300 People back to Learnsby LMS.

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When HR adds a training dictionaryto Sage 300 People, Learnsby SideKick will automatically add the training dictionary as a course in Learnsby LMS.

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When HR assigns training to an user in Sage 300 People, Learnsby SideKick will automatically assign the user to the corresponding training course in Learnsby LMS.

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When an user completes a course in Learnsby LMS, Learnsby SideKick will automatically update the users' training record with the completion date and score in Sage 300 People.

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Important

There are settings within Learnsby LMS Sidekick for Sage 300 People Settings to limit which users and courses are syncronised

Important

Learnsby SideKick uses the ID number field found on the user and the course for syncronisation. It is important that this is not removed or edited as syncronisation will not work or could be compromised and corrupted.

Attention

To get a completion date from Learnsby LMS you need to create your course with completion and a completion criteria enabled. See Course completion.

Attention

To get a score from Learnsby LMS you need to add activities to the course that require a score. See Activity completion

Things to know before starting

  • All users in Sage 300 People need to have an email address as this is used as the username and is a mandatory field in Learnsby LMS.
  • Have the Company IDs not Company Codes that you would like to integrate ready for settings within Learnsby LMS by going into Sage 300 People>Company Management>Company and on the grid of Companies right click on the grid column header>Column Chooser and double click on the companyid column to add it to the grid.
  • Have a Hierarchy Header ID not Hierarchy Header Code that you would like to use to denote a Department within Learnsby LMS. Sage 300 People>Company Management>Hierarchy Setup>Hierarchy and on the grid of Hierarchy Header right click on the grid column header>Column Chooser and double click on the Hierarchy Header Id column to add it to the grid.
  • Have your Sage 300 People database connection details on hand
  • In Sql Server Configuration Manager
  • TCP/IP protocol needs to be enabled
  • The Sql Server Browser needs to be enabled and set to automatic in the Sql Server Services
  • The server where Sidekick is installed requires access to the internet
  • If you use a firewall and block outgoing connections then port 443 needs to be open for outgoing connections

Setup Learnsby LMS

  • Sign into Learnsby LMS
  • Go to Setup>Sidekick>Sidekick token and create a token
  • Copy the token and your learnsby domain ie yourcompany.learnsby.com
  • Next go to Setup>Sidekick>Sage 300 People
  • Download Sidekick on this page
  • Follow the help tips to complete the settings

Setup Sidekick

  • Have your Sage 300 People database connection details on hand
  • Install the app by running the setup on your server
  • Go to the Start Menu>Learnsby>Sidekick for Sage 300 People Configuration
  • Complete the configuration
  • Once the configuration file is created it will validate the settings and let you know if the sql server settings as well as the Learnsby LMS settings were correct.
  • If not please check your settings and run the Start Menu>Learnsby>Sidekick for Sage 300 People Configuration again
  • Once installed and configured continue with the service

Learnsby Sidekick for Sage 300 People Service

  • On your server
  • Press "Win+R" and type "services.msc" or press start and type services
  • Search for Sidekick for Sage 300 People and start it if not running

Event Viewer

  • On your server
  • Press "Win+R" and type "eventvwr" or press start and type event viewer
  • In the Windows Logs>Application search for sidekickforpeopleservice in the source column
  • This will give you error and other log information for the Learnsby Sidekick for Sage 300 People Service
  • This will be helpful for debugging service issues, configuration issues and for debug information to provide when creating tickets