Course structure
Module 1: Course Overview
- Review course objectives
- Review the class schedule
- Review class logistics and daily schedule
- Conduct introductions
- Review virtual classroom settings
- Review eBooks
- Review related courses and learning path
- Review certifications
Module 2: Using Condition Steps
- Identify process requirements where the AND, OR, SYNC, FIRST LINE, and LAST LINE conditions are the most appropriate conditions to use
- Apply the AND and OR condition steps to evaluate the results of parallel workflow steps
- Apply the SYNC, FIRST LINE, and LAST LINE condition steps to evaluate the status of multiple package lines
Module 3: Defining Data-Dependent Routing Using Execution Steps
- Identify process requirements where token executions are appropriate to use
- Configure token execution steps to route a workflow process based on information available from packages, requests, and workflows
- Identify process requirements where automated workflow routing rules can be derived from information in a database
- Configure workflow steps to automatically look up information using Structured Query Language (SQL) query statements
Module 4: Storing and Retrieving Information Using Workflow Parameters
- Identify process requirements where workflow parameters are appropriate to use
- Execute a workflow parameter to capture the results of a workflow step
Module 5: Automating Executions within Workflow Steps
- Configure execution steps to call Procedural Language/Structured Query Language (PL/SQL) functions for modifying database tables
- Configure execution steps to run Project and Portfolio Management (PPM) special commands and command-line executions
Module 6: Creating Subworkflows
- Configure a new subworkflow
- Create a validation to define the results of a subworkflow
- Execute the Return from Subworkflow step to route a process from a subworkflow back to its parent workflow
Module 7: Using Subworkflows
- Call a subworkflow from another workflow
- Identify how user permissions should be set in subworkflows
- Define transitions to send process results to and from a subworkflow
- Track subworkflow activities in requests and package lines
Module 8: Using Advanced System Special Commands
- Create temporary variables
- Set the value of entity fields
- Execute interactive UNIX commands
- Invoke the command line on the Project and Portfolio Management (PPM) Center application server
- Encode and execute shell scripts
- Copy shell scripts between environments
- Edit the contents of files
- Add comments to the execution log
Module 9: Using Custom Special Commands
- Identify the requirements for creating custom special commands
- Configure custom special commands
- Define the parameter fields of custom special commands
- Build the command steps contained within a custom special command
- Call a custom special command from another entity
Module 10: Configuring Custom Entity Fields
- Identify requirements where user data fields can be used
- Configure user data fields to capture custom data
- Execute tokens to reference user data fields
Module 11: Configuring Context-Sensitive User Data
- Identify requirements where context-sensitive user data can be used
- Configure context-sensitive user data
Module 12: Configuring Portlet Data Sources
- Identify the requirements for a custom portlet, given a business scenario
- Configure a portlet data source to retrieve data from the database
- Define filter fields that allow end users to refine the result of a portlet query
Module 13: Configuring Portlet Definitions
- Identify the requirements for building custom portlet definitions
- Reference data sources and columns in a portlet definition
- Format a portlet definition that best displays the type of data that its data source provides
- Define portlet hyperlinks and drill-downs
- Organize preference filters that end users can use to personalize their portlets
Module 14: Using the RML
- Set up and update the Reporting Meta Layer (RML) schema
- Access data from the RML schema by using third-party applications
Module 15: Configuring Report Types
- Evaluate the options for creating custom reports in Project and Portfolio Management (PPM) Center
- Configure custom report types
