PPM Center 10.x Advanced Training

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