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PPM Center 9.x Advanced Training (PPM350)

Course Description Schedule Course Outline

Detailed Course Outline

Module 1: Course Overview
  • Review course objectives
  • Review the class schedule
  • Review class logistics and daily schedule
  • Conduct introductions
  • Review virtual classroom settings
  • Review eBooks
  • Review related courses and learning path
  • Review certifications
Module 2: Using Condition Steps
  • Identify process requirements where the AND, OR, SYNC, FIRST LINE, and LAST LINE conditions are the most appropriate conditions to use
  • Apply the AND and OR condition steps to evaluate the results of parallel workflow steps
  • Apply the SYNC, FIRST LINE, and LAST LINE condition steps to evaluate the status of multiple package lines
Module 3: Defining Data-Dependent Routing Using Execution Steps
  • Identify process requirements where token executions are appropriate to use
  • Configure token execution steps to route a workflow process based on information available from packages, requests, and workflows
  • Identify process requirements where automated workflow routing rules can be derived from information in a database
  • Configure workflow steps to automatically look up information using Structured Query Language (SQL) query statements
Module 4: Storing and Retrieving Information Using Workflow Parameters
  • Identify process requirements where workflow parameters are appropriate to use
  • Execute a workflow parameter to capture the results of a workflow step
Module 5: Automating Executions within Workflow Steps
  • Configure execution steps to call Procedural Language/Structured Query Language (PL/SQL) functions for modifying database tables
  • Configure execution steps to run Project and Portfolio Management (PPM) special commands and command-line executions
Module 6: Creating Subworkflows
  • Configure a new subworkflow
  • Create a validation to define the results of a subworkflow
  • Execute the Return from Subworkflow step to route a process from a subworkflow back to its parent workflow
Module 7: Using Subworkflows
  • Call a subworkflow from another workflow
  • Identify how user permissions should be set in subworkflows
  • Define transitions to send process results to and from a subworkflow
  • Track subworkflow activities in requests and package lines
Module 8: Using Advanced System Special Commands
  • Create temporary variables
  • Set the value of entity fields
  • Execute interactive UNIX commands
  • Invoke the command line on the Project and Portfolio Management (PPM) Center application server
  • Encode and execute shell scripts
  • Copy shell scripts between environments
  • Edit the contents of files
  • Add comments to the execution log
Module 9: Using Custom Special Commands
  • Identify the requirements for creating custom special commands
  • Configure custom special commands
  • Define the parameter fields of custom special commands
  • Build the command steps contained within a custom special command
  • Call a custom special command from another entity
Module 10: Configuring Custom Entity Fields
  • Identify requirements where user data fields can be used
  • Configure user data fields to capture custom data
  • Execute tokens to reference user data fields
Module 11: Configuring Context-Sensitive User Data
  • Identify requirements where context-sensitive user data can be used
  • Configure context-sensitive user data
Module 12: Configuring Portlet Data Sources
  • Identify the requirements for a custom portlet, given a business scenario
  • Configure a portlet data source to retrieve data from the database
  • Define filter fields that allow end users to refine the result of a portlet query
Module 13: Configuring Portlet Definitions
  • Identify the requirements for building custom portlet definitions
  • Reference data sources and columns in a portlet definition
  • Format a portlet definition that best displays the type of data that its data source provides
  • Define portlet hyperlinks and drill-downs
  • Organize preference filters that end users can use to personalize their portlets
Module 14: Using the RML
  • Set up and update the Reporting Meta Layer (RML) schema
  • Access data from the RML schema by using third-party applications
Module 15: Configuring Report Types
  • Evaluate the options for creating custom reports in Project and Portfolio Management (PPM) Center
  • Configure custom report types

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