IBM OpenPages: Administration (V7.0)

Digi Academy
A Milano

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Informazione importanti

  • Corso
  • Milano


Informazione importanti

Dove e quando

Inizio Luogo
Via Valtellina, 63, 20124, Milano, Italia
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· Requisiti


You should have:

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

Cosa impari in questo corso?

Target del corso

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


Contenuti del corso

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.

Contenuti dettagliati del corso

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

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