Open eLMS: Learning Management like Netflix with video conferencing

Installation On Boarding

Support > Open eLMS for Business > Installation Onboarding

17 Steps to get Open eLMS set up as an Administrator

Follow these steps to get the system up and running. To use this you should have purchased the system and been provided with a URL for the system and an administration account login (usually your email).

This document follows the steps taken in the flowchart at the back of your manual - click here to download manual - it has supplementary information that will be useful.

Answer each question proceeding down the screen as the set up process continues to its eventual completion.

1) Is the system installed?

No

Contact support@e-learningwmb.com for the URL - do check first that payment has gone through for the site and the EULA has been signed.

Yes

Continue.

2) Do you have admin access to the system?

No

Contact support@e-learningwmb.com and request access - please note only one administrator is set up per company for security reasons. Other administrators can be added by the first administrator but not by support..

Yes

Continue.

3) Is the system suitably branded?

No

Obtain a logo image at least 400 pixels wide by 200 pixels high. It should be a transparent PNG file. You can then insert it in the system by following these instructions.

Yes

Continue.

4) Is employee personal data in the system?

No

Import employees by following these instructions.

Yes

Continue.

5) Are you using programmes of learning? (e.g. Open Elms for Business, Open Elms for Education etc.)

No

Continue..

Yes

Add Learning Programmes by following these instructions.

6) Do you wish to add more learning resources (e.g. e-learning, classroom training, videos, set projects etc.)?

No

Continue..

Yes

Add learning resources by following these instructions.

7) Do you wish to Set up Single Sign-On (SSO)?

No

Continue..

Yes

Email support@elearningwmb.com your federation data (it's an xml file) to organise a SAML SSO integration - make sure you include your company name and URL of your installation. SAML is a standard for arranging Single SIgn ON - further information can be found here. A integration expert will be in touch to organise the next step in the integration process.

8) Is your organisational structure set up correctly (Departments, Locations, Companies)?

No

Your organisational structure should be set up automatically as part of the importing HR data process. Should there be an errors in the import you can edit any of these parameters. Reimporting the HR data with amended information will also correct any errors.

Yes

Continue..

9) Are your Coach/Trainers or Managers set up?

No

Any system administrators will have access to manage all data (by selecting the 'Manager' option from the top right drop down menu). In large organisations managers will not need admin access (it is a separate discipline) or managers/coaches will need to be set up with responsibility for certain groups, department or learners. This is done by assigning manager the appropriate personnel.

Yes

Continue..

10) Are the default emails sent by the system correct?

No

Default emails enable reminders to be sent out by the system which ensures the system is actively used by the learning population. Emails are defined out of the box - these may not always convey the information you want to send out so please check them first.

Yes

Continue..

11) Have you turned on email functionality on the site?

No

By default emails are switched off in the system. Emails must be turned on before you launch the site otherwise passwords cannot be sent out to learners when they first use the system.

Yes

Continue..

12) Do labels match those in your company? e.g. "department", "group", "job"etc.

No

The labels used in the system for parameters may not match those used in your organisation (e.g. you may use the term "Cost Centre" instead of "Department".) To rectify this you can change any of the labels used in the system.

Yes

Continue..

13) Are you happy with the configuration of the system?

No

There are hundreds of ways in which the system can be further configured to suit your organisation. It is recommended you view the video walkthrough for an introduction to these options - don't worry the default configuration is usually fine for the initial launch of the system.

Yes

Continue..

14) Do you want to integrate with other 3rd party systems using APIs?

No

Continue..

Yes

Contact support@elearningwmb.com with details concerning of the system you want to integrate with and importantly the data you want to read from or write to the system. Open ELms has an extensive API (the manual can be downloaded here), alternatively our development team can deploy the API of other systems, let us know precisely what you want to do and we can suggest and cost a solution for you.

15) Do you know how to manage data once it starts being collected?

No

It is recommended you log in as a manager (if you are an administrator then select the 'Manager' option from the top right hand corner of the screen) and run through the walkthrough videos on the manager interface. If you have purchased training it is recommended you contact your account manager to set this up.

Yes

Continue..

16) Are you ready to launch the system?

It is recommended you run through the requirements on this page, should you have any questions please contact support@elearningwmb.com.

Are all learners, managers and administrators set up on the system?

Does the system reflect your organisation's structure?

Are programmes/courses/learning resources of learning set up for learners when they initially log on?

Is email functionality switched on in the system?

17) Do you know how to contact learners to let them know the system is ready for launch?

No

There are 3 options available to inform the user population that the system is launched; 1) send out default welcome emails one by one, 2) send out the emails by reimporting the user list; 3) create an email report that contacts all learners or 4) use your own systems for informing people the system is launched.

Yes

You're good to go! Contact your managers (if different personnel) and inform them that the system is now launched. Default welcome emails can be sent to those personnel too.

Please contact support@e-learningwmb.co.uk should you have any specific queries relating to these instructions. Note this information is for administration training only. Training for managers etc is in the system accessible via the help buttons on each screen. Should you require further classroom training then please contact sales@e-learningwmb.com for a quote.