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IBM OpenPages Admin-online-training

IBM OpenPages Admin Training Introduction:

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