IBM Openpages Admin Online Training

IBM Openpages Admin Online Training

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    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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