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IBM OpenPages Admin  Online Training

IBM OpenPages Admin


IBM OpenPages Operational Risk Management automates the process of identifying, analyzing and managing operational risk and enables businesses tointegrate risk data intoa single environment. This integrated approach helps improve visibility intorisk exposure, reduce loss and improve business performance.
  • Knowledge on IBM OpenPages Core Team Fundamentals
  • Experience using basic Windows and browser functionality
  • It is a 12 days program and extends up to2hrs each.
  • The format is 20% theory, 80% Hands-on.

  • It is a 3 days program and extends up to8hrs each.
  • The format is 20% theory, 80% Hands-on.
    Private Classroom arranged on request and minimum attendies for batch is 4.
course content
  • Introduction toConfiguration 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
  • Security Overview
    • Folder based and record level security
    • Security domains and context points
    • Folder structures and location
    • Record associations
    • Hierarchical security concepts
  • Adding and Managing Users and Groups
    • User management interface
    • New group and new user addition, enablement, disablementoPasswords
    • Administrator and group administrator account creation
  • Adding and Managing Role Templates
    • Role access control settings
    • Role permissions
    • Default role reports
  • Adding Profiles
    • Profiles review
    • Default and Fallback profiles
  • Managing Security
    • Security domain administration
    • Organizational group administration
    • Default security reports
  • 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
  • Adding and Managing Field Definitions
    • Data type review
    • Methods for required field settings
    • Field definition and group review
    • Field definition permissions (read only)
  • Creating Field Dependencies
    • Field behavior definitions (visible, editable, required)
    • Dependent fields use case
    • Creating and disabling field dependencies
  • Creating Dependent Picklists
    • Dependent picklists use case
    • Creating and 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 and 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 type
    • Filtering on all fields in profile
    • Explaining "Show all Objects"
  • Configuring Folder Views
    • Folder view use case
    • Configuring folder view of object type
  • Configuring Context Views
    • Context view use case
    • Configuring context view of object type
  • Configuring List Views
    • List view use case
    • Configuring list view of object type
  • Configuring Detail Views
    • Spanning columns
    • Using sections
    • Setting field permissions (read only)
    • Configuring "save as draft" options
  • 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
  • Configuring Grid Views
  • Grid view use case
    • Configuring grid views
  • Object Type Security Rules
    • Object type security rules use case
    • Adding object type security rules
    • Managing Field Guidance
    • Defining field guidance and default behavior
    • Defining system generated field guidance and default behavior
    • Modifying field guidance
  • 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
  • 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
  • Moving Records
    • Moving records use case
    • Moving records from parent toparentoCautions and consequences of moving records
    • Unique move behavior of self-contained object types
  • Environment Migration
    • Defining environment migration
    • Performing environment migration
  • Currencies and Exchange Rates
    • Base and localized currencies
    • Adding currencies
    • Adding and updating exchange rates
  • Process Visualization
    • Data input, output, and process diagram object type records
    • Process analysis reportoProcess visualization used case
    • Creating and migrating a process visualization
  • 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
  • Creating a Survey
    • Defining a custom form survey
    • Creating a survey
    • Limitations and alternatives for surveys
    • Survey use case
  • 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 toreporting menu
    • User access toIBM Cognos Connection and Studios
    • Applying security toreporting menu
  • Using FastMap
    • Export toExcel, FastMap Import, FastMap Status
    • FastMap templates and workbooks
    • Troubleshoot FastMap import errors
    • Best practices in using FastMap workbooks
  • Using AURA
    • Purpose of AURA
    • AURA worksheets and workbook
    • Best practices in using AURA workbooks
  • Using AFCON
    • Purpose of AFCON
    • Expectations for the implementation team
    • Overview of workbook, object-type and non-object type worksheet
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