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IBM OpenPages: Administration (V7.0) (1O201G)

Course Description Schedule Course Outline

Detailed Course Outline

Module 1 - Introduction to Configuration Topics

  • Object types
  • Field groups and definitions
  • Field dependency and dependent picklists
  • Object type filters
  • Facts and dimensions
  • Role-based and object-type configurations
  • Home page tab and My work tab configurations

Module 2 - Security Overview

  • Folder based and record level security
  • Security domains and context points
  • Folder structures and location
  • Record associations
  • Hierarchical security concepts

Module 3 - Adding and Managing Users and Groups

  • User management interface
  • New group and new user addition, enablement, disablement
  • Passwords
  • Administrator and group administrator account creation

Module 4 - Adding and Managing Role Templates

  • Role access control settings
  • Role permissions
  • Default role reports

Module 5 - Adding Profiles

  • Profiles review
  • Default and Fallback profiles

Module 6 - Managing Security

  • Security domain administration
  • Organizational group administration
  • Default security reports

Module 7 - Adding and Managing Field Groups

  • Adding a field group
  • Including a field group in an object type
  • Sharing a field group among multiple object types

Module 8 - Adding and Managing Field Definitions

  • Data type review
  • Methods for required field settings
  • Field definition and group review
  • Field definition permissions (read only)

Module 9 - Creating Field Dependencies

  • Field behavior definitions (visible, editable, required)
  • Dependent fields use case
  • Creating and disabling field dependencies

Module 10 - Creating Dependent Picklists

  • Dependent picklists use case
  • Creating and disabling dependent picklists

Module 11 - Creating Object Type Filters

  • Object type filter use case for filtered list view
  • Object type filter use case for home page tab
  • Creating object type filters

Module 12 - Configuring Overviews

  • Object type overview use case
  • Configuring overviews
  • Enabling and disabling overviews

Module 13 - Configuring Filtered List Views

  • Filtered list views use case
  • Configuring filtered list views of object types
  • Setting filtered list view as default for object type
  • Filtering on all fields in profile
  • Explaining "Show all Objects"

Module 14 - Configuring Folder Views

  • Folder view use case
  • Configuring folder view of object type

Module 15 - Configuring Context Views

  • Context view use case
  • Configuring context view of object type

Module 16 - Configuring List Views

  • List view use case
  • Configuring list view of object type

Module 17 - Configuring Detail Views

  • Spanning columns
  • Using sections
  • Setting field permissions (read only)
  • Configuring "save as draft" options

Module 18 - Configuring Activity Views

  • Activity views use case
  • Configuring activity views
  • Enabling and disabling activity views
  • Setting activity view defaults for object type
  • Configuring "save as draft" options

Module 19 - Configuring Grid Views

Grid view use case

  • Configuring grid views

Module 20 - Object Type Security Rules

  • Object type security rules use case
  • Adding object type security rules

Module 21 - Managing Field Guidance

  • Defining field guidance and default behavior
  • Defining system generated field guidance and default behavior
  • Modifying field guidance

Module 22 - Managing Object Type Labels and Menus

  • Differences between Name and Label
  • Changing Label by locale
  • Types of menus in user interface
  • Menus display and contents
  • Changing the order of menus
  • Configuring contents of menus and sub-menus

Module 23 - Managing Home Page Tabs

  • Reviewing My Work tab and reporting tabs home page
  • Home page configuration use case
  • My Work tab configuration and display
  • Adding home page reporting tab
  • Displaying order of home page tabs
  • Re-labeling home page tabs
  • Re-labeling filter lists in My Work tab

Module 24 - Moving Records

  • Moving records use case
  • Moving records from parent to parent
  • Cautions and consequences of moving records
  • Unique move behavior of self-contained object types

Module 25 - Environment Migration

  • Defining environment migration
  • Performing environment migration

Module 26 - Currencies and Exchange Rates

  • Base and localized currencies
  • Adding currencies
  • Adding and updating exchange rates

Module 27 - Process Visualization

  • Data input, output, and process diagram object type records
  • Process analysis report
  • Process visualization used case
  • Creating and migrating a process visualization

Module 28 - RCSA Preferences

  • Defining preferences and preference group object types
  • Use of preferences
  • Configuration differences between qualitative and quantitative risk settings
  • Limitations for preferences
  • Preferences use case

Module 29 - Creating a Survey

  • Defining a custom form survey
  • Creating a survey
  • Limitations and alternatives for surveys
  • Survey use case

Module 30 - Maintaining Report Functions

  • Defining recursive object types
  • Reporting namespace
  • Triangle relationships
  • Recursive object levels
  • Object type dimensions
  • Facts and dimensions
  • Revalidating reports
  • Reporting schema and generated reporting framework
  • Adding reports to reporting menu
  • User access to IBM Cognos Connection and Studios
  • Applying security to reporting menu

Module 31 - Using FastMap

  • Export to Excel, FastMap Import, FastMap Status
  • FastMap templates and workbooks
  • Troubleshoot FastMap import errors
  • Best practices in using FastMap workbooks

Module 32 - Using AURA

  • Purpose of AURA
  • AURA worksheets and workbook
  • Best practices in using AURA workbooks

Module 33 - Using AFCON

  • Purpose of AFCON
  • Expectations for the implementation team
  • Overview of workbook, object-type and non-object type worksheet