IBM OpenPages: Administration (V7.0)

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