IBM Openpages Admin Online Training Course Content

CONFIGURATION TOPICS INTRODUCTION

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

OVERVIEW OF SECURITY

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

ADDING & MANAGING USERS AND GROUPS

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

ADDING & MANAGING ROLE TEMPLATES

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

ADDING PROFILES

• Profiles review
• Default & Fallback profiles

MANAGING SECURITY

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

ADDING & MANAGING FIELD GROUPS

• Adding a field group
• Include the field group in an object type
• Share the field group among multiple object types

ADDING & MANAGING FIELD DEFINITIONS

• Data type review
• Methods for required field settings
• Field definition & group review
• Field definition permissions

CREATING FIELD DEPENDENCIES

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

CREATING DEPENDENT PICKLISTS

• Dependent picklists use case
• Creating & disabling dependent picklists

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

CONFIGURING OVERVIEWS

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

CONFIGURING FILTERED LIST VIEWS

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

CONFIGURING FOLDER VIEWS

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

CONFIGURING CONTEXT VIEWS

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

CONFIGURING LIST VIEWS

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

CONFIGURING DETAIL VIEWS

• Spanning columns
• Using sections
• Setting field permissions
• Configuring “save as draft” options

CONFIGURING ACTIVITY VIEWS

• Activity views use case
• Configuring activity views
• Enabling & disabling activity views
• Setting activity view defaults for object type
• Configure the “save as draft” options

CONFIGURING THE GRID VIEWS

GRID VIEW USE CASE

• Configuring the grid views

OBJECT TYPE SECURITY RULES

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

MANAGING FIELD GUIDANCE

• Defining field guidance & default behavior
• Defining system generated field guidance & default behavior
• Modifying the field guidance

MANAGING OBJECT TYPE LABELS & MENUS

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

MANAGING HOME PAGE TABS

• Reviewing My Work tab & reporting tabs home page
• Home page configuration use case
• My Work tab configuration & 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

MOVING RECORDS

• Moving the records use case
• Moving the records from parent to parent
• Cautions & consequences of moving records
• Unique move behaviour of self-contained object types

ENVIRONMENT MIGRATION

• Defining the environment migration
• Performing the environment migration

CURRENCIES & EXCHANGE RATES

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

PROCESS VISUALIZATION

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

RCSA PREFERENCES

• Defining preferences & preference group object types
• Use of preferences
• Configuration differences b/w qualitative & quantitative risk settings
• Preferences Limitations
• Preferences use case

CREATING A SURVEY

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

MAINTAINING REPORT FUNCTIONS

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

USING FASTMAP

• Excel, FastMap Import, FastMap Status
• Fast Map templates & workbooks
• Troubleshoot FastMap import errors
• Best practices in using FastMap workbooks

USING AURA

• AURA Purpose
• AURA worksheets & workbook
• Best practices in using AURA workbooks

USING AFCON

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