Set Up Visier Extensions

Learn how to set up Visier Extensions.

Overview

To set up Visier Extensions, use one of the following methods:

• Extension Setup Wizard: If the extension data is loaded through a designated data connector such as Salesforce and ServiceNow^®, you will use the Extension Setup Wizard. This setup experience is split into two parts: the setup wizard and the Studio Assistant.
• Manual setup: For all other extensions, you will use manual setup. This setup experience uses the Studio Assistant to provide a step-by-step guide to assist with setting up the extension in Studio.

Extension Setup Wizard

The Extension Setup Wizard is available for extensions that have a designated data connector such as Salesforce and ServiceNow^®.

Prerequisites

When you set up the data connector in the Extension Setup Wizard, you need to provide your connector credentials to Visier so that we can retrieve data from your source system. Contact your IT department to get your connector credentials. For an example of what connector credentials you need to provide for each extension, see "Supported connectors and requirements" in Data In Connectors.

Launch the Extension Setup Wizard

1. In a project, on the navigation bar, click Extensions.

   

   Tip: Visier Extensions are also easily accessible in a project by clicking Browse under Introducing Visier Extensions.

2. In the Visier Extensions dialog, find the Visier Extension you want to add, then click Add.

   

   Note: When you add an extension, it will become available across all your projects in the last step of the wizard during data setup. To remove the extension, contact Visier Technical Support.

   Result: The Extension Setup Wizard opens.

   

3. Click Let’s Start.
4. In the setup wizard, do the following:
   1. Create or select data connector: Give your connector a name and description and enter your connector credential details.
   2. Configure data extraction: Select the data history to extract and load. For example, past 6 months.
   3. Perform data setup: All the necessary data loading and data processing objects, such as data categories, sources, and mappings will be automatically created. Then, an extraction job is created to retrieve data through the connector.

      Result: A data load job starts. If successful, the data load job generates a new data version.

5. Click View next steps.

From this point, the Studio Assistant will guide you through the remaining steps to complete the extension setup with the relevant documentation. For more information, see Studio Assistant.

6. Monitor the progress of your job:
   1. On the navigation bar, click Data > Jobs.
   2. In the Jobs room, click the Refresh button to track the status of your data extraction and get the most up-to-date load information. If successful, the data load job generates a new data version. Take note of the data version number.
   3. On the navigation bar, click Data > Data Categories.
   4. Confirm that the same data version shows under the respective Visier Extension data category. If the data version is different, see Set the Data Version.

7. Configure concepts:
   1. On the navigation bar, click Model > Concepts.
   2. Select a concept that needs to be configured. The Studio Assistant will list the concepts that require configuration for you.
   3. In the Configure tab, click a dimension member to configure.
   4. In the list of data members, do one of the following:
      • Click Automap to quickly map values to concepts. With automap, Visier can detect unconfigured dimension members and intelligently suggest configurations. For more information, see Automated concept configuration.
      • Select the values that are relevant to the selection concept. For example, for a Customer Support Agent selection concept, you may select job names such as Customer Support Representative and Customer Support Coordinator.
8. On the navigation bar, click Preview Solution.
9. Optional: If you run into any data issues, validate the mappings generated by the connector by navigating to Data > Mappings in Studio. To see the required, recommended, and optional fields for data loading per extension, see "Visier People Extend Data Dictionaries" in Visier Data Dictionaries.

   Note: If you update the mappings, you will need to run another job for the data category. For more information, see "Run a job in a project" in Run a Job.

10. Once ready, commit your changes and publish the project so that the changes are available in production. For more information, see Manage and Commit Project Changes and Publish Project Changes.
11. Optional: If your data load routine is well-defined, you can schedule new jobs to extract your data and generate corresponding data versions at your desired frequency. For more information, see Schedule a Job.

Manual setup

Manual setup is available for extensions that do not have a designated data connector such as Case Management and Location Check-Ins.

1. In a project, on the navigation bar, click Extensions.

   

   Tip: Visier Extensions are also easily accessible in a project by clicking Browse under Introducing Visier Extensions.

2. In the Visier Extensions dialog, find the Visier Extension you want to add, then click Add.

   

   Note: When you add an extension, it will be available across all your projects. To remove the extension, contact Visier Technical Support.

   Result: The Visier Extension module is added.

From this point, the Studio Assistant will guide you through the remaining steps to complete the extension setup with the relevant documentation. For more information, see Studio Assistant.

3. Load your data into Visier using one of the data-in solutions. For more information, see Data In.
4. Create mappings and rules to connect your data. For more information, see Mappings and Rules.
5. Run a job to generate a data version. For more information, see "Run a job in a project" in Run a Job.
6. Monitor the progress of your job:
   1. On the navigation bar, click Data > Jobs.
   2. In the Jobs room, click the Refresh button to track the status of your data extraction and get the most up-to-date load information. If successful, the data load job generates a new data version. Take note of the data version number.
   3. On the navigation bar, click Data > Data Categories.
   4. Confirm that the same data version shows under the respective Visier Extension data category. If the data version is different, see Set the Data Version.
7. Configure concepts:
   1. On the navigation bar, click Model > Concepts.
   2. Select a concept that needs to be configured. The Studio Assistant will list the concepts that require configuration for you.
   3. In the Configure tab, click a dimension member to configure.
   4. In the list of data members, do one of the following:
      • Click Automap to quickly map values to concepts. With automap, Visier can detect unconfigured dimension members and intelligently suggest configurations. For more information, see Automated concept configuration.
      • Select the values that are relevant to the selection concept. For example, for a Customer Support Agent selection concept, you may select job names such as Customer Support Representative and Customer Support Coordinator.
8. On the navigation bar, click Preview Solution.
9. Optional: If you run into any data issues, validate the mappings by navigating to Data > Mappings in Studio. To see the required, recommended, and optional fields for data loading per extension, see "Visier People Extend Data Dictionaries" in Visier Data Dictionaries.

   Note: If you update the mappings, you will need to run another job for the data category.

10. Once ready, commit your changes and publish the project so that the changes are available in production. For more information, see Manage and Commit Project Changes and Publish Project Changes.
11. Optional: If your data load routine is well-defined, you can schedule new jobs to extract your data and generate corresponding data versions at your desired frequency. For more information, see Schedule a Job.

Automated concept configuration

Use Automap to configure concepts based on AI recommendations. With automap, Visier can detect unconfigured values and intelligently suggest configurations. The AI model used in this feature was trained on datasets that may contain historical, societal, and statistical biases and can inadvertently perpetuate these patterns in the output. Please review the outputs carefully. For more details on Visier's AI Bias prevention, see Bias Prevention and Responsible AI.

To configure a concept with automap:

1. In a project, on the navigation bar, click Model > Concepts.
2. Select a calculation, process, or member selection concept from the list.
3. In the Configure tab, click Automap.

   Result: Visier determines whether any of the unconfigured values belong to an existing concept member. If so, Visier includes the values appropriately. To see the summary, click View Summary.

4. Optional: Review the mapped values and unmap any values if necessary.

Automap can only be used to include values, for selection concepts you must exclude values manually. Automap remembers your mapping preferences. If you've previously mapped or unmapped members manually, automap will respect those choices and won't automatically remap them.

To reset the configuration and apply automap, click the More options button > Reset configurations.

Data security and permissions

Users without full data access will not automatically receive permissions to access new analytic objects and data sources added by a Visier Extension. Without the required permissions to the analytic objects, you will not be able to preview the extension's guidebook or any associated analyses that rely on these new objects. If your permissions include sources, you will also be unable to edit or preview data mappings or rules related to the new extension.

To gain access and proceed with the extension setup, you will need to request permissions from an administrator who manages data security within your organization. To do this, you will need to share the project with the administrator and grant them the Edit or Share permission level. For more information, see Share a Project.

The administrator will then need to assign you the necessary permissions for all new subjects and sources within the extension module in the project and commit their changes.

• To see the subjects that were added by the extension, navigate to Model > Analytic Objects in Studio and filter the Modules column to the name of the extension.
• To see the sources that were added by the extension in the setup wizard, refer to the following table. If you are using manual setup, you will also need access to the appropriate sources.

Name	Sources
ServiceNow® Extension	asmt_metric_result sn_customerservice_case_sys_audit asmt_assessment_instance sn_customerservice_case sys_user
Salesforce Extension	User Account AccountHistory Contact ContactHistory Opportunity OpportunityFieldHistory OpportunityHistory Task ForecastingFact Period
Jira Extension	Jira User With Date Jira Issue Jira Issue Change Log

Once the administrator has committed the permission changes, ensure that your project is updated to the latest revision. This will ensure that the permission changes take effect for you. For more information, see Data Security for a Permission and Manage and Commit Project Changes.

After confirming you are on the latest revision and the permissions have been granted, you can resume the setup guide in the project.