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IBM OpenPages: Administration (V7.0)


Course Description


Overview

IBM OpenPages: Administration (V7.0) is a 3 day 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.  

Audience

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

Prerequisites

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

Key topics

Module 1 - Introduction to Configuration Topics
  • Object types
  • Field groups and definitions
  • Field dependency and dependent picklists
  • Object type filters
  • Facts and dimensions
  • 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 multiple object types
Module 8 - Adding and Managing Field Definitions
  • Data type review
  • Methods for required field settings
  • Field definition and group review
  • Field definition permissions (read only)
Module 9 - Creating Field Dependencies
  • Field behavior definitions (visible, editable, required)
  • Dependent fields use case
  • Creating and disabling field dependencies
Module 10 - Creating Dependent Picklists
  • Dependent picklists 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 case 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 records
  • 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
  • Expectations for the implementation team
  • Overview of workbook, object-type and non-object type worksheet
 

Objectives

Please refer to course overview.

Course Duration

3 days
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