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

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Course Duration 3 days.
IBM OpenPages: Administration (V7.0) - is a instructor-led course or self-paced virtual course in which IBM OpenPages application administrators learn how to administer key areas of the IBM OpenPages environment.

Who Should Attend

  • This intermediate course is for those who will perform application administration tasks in the IBM OpenPages GRC Platform.

Course Certifications

This course is part of the following Certifications:

Prerequisites

You should have:
  • Completed IBM OpenPages: Core Team Fundamentals (V7.0)
  • Experience using basic Windows and browser functionality

Course Objectives

  • Please refer to course overview for description information.

Course Content

Module 1 - Introduction to Configuration Topics
  • Object types
  • Field groups and definitions
  • Field dependency and dependent picklists
  • Object type filters
  • Facts and dimesions
  • 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 mutiple object types
Module 8 - Adding and Managing Field Definitions
  • Data type review
  • Methods for required field settings
  • Field definition and group review
  • Field definition permission (read only)
Module 9 - Creating Field Dependencies
  • Field behavior definitions (Visible, editable, required)
  • Dependent field use case
  • Creating and diabling field dependencies
Module 10 - Creating Dependent Picklists
  • Dependent picklist 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 vase 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 record
  • 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
  • Expect

Course ID: 1O201G


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