IBM Openpages Admin Online Training
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
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