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

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

You should have:

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