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EncartaLabs

IBM OpenPages

The IBM OpenPages - Report Authoring training course provides report authors with fundamental and advanced techniques to create reports based upon the IBM OpenPages GRC Platform. You will learn the use of the reporting framework model, namespaces, Cognos Report Studio reports, Cognos Workspace Advanced reports, and others.

In IBM OpenPages - ORM on the Cloud training course, you will learn to navigate within the application, search for records, create new records, copy and associate records, run IBM Cognos reports, and upload and maintain external file attachments and links.

In IBM OpenPages - Administration training course, administrators learn how to administer key areas of the IBM OpenPages environment.

  • Experience using basic Windows, browser, and Excel functionality.
  • IBM Cognos Report Studio
  • Knowledge of IBM OpenPages
  • basic knowledge of Operational Risk Management within the organization
  • experience using basic Windows and browser functionality

This IBM OpenPages - Report Authoring workshop is meant for IBM OpenPages GRC Platform report authors.

The IBM OpenPages - ORM on the Cloud workshop is intended for IBM OpenPages ORM on the Cloud users and administrators.

The IBM OpenPages - Administration workshop is for those who will perform application administration tasks in the IBM OpenPages GRC Platform.

COURSE AGENDA

IBM OpenPages - Report Authoring
(Duration : 4 Days)

1

IBM OpenPages Reporting Framework

2

Namespaces

3

Creating Cognos Workspace Advanced reports

4

Using Cognos Report Studio

5

Using Cognos Workspace

6

Using Cognos Event Studio

7

IBM OpenPages Functions and Query Operations

8

Enums

9

List Headers

10

Conditional Variables

11

Prompts

12

Sorting Data and Using Images

13

Spreadsheet Considerations and Reporting Fragments

14

Report Performance and Report Administration

IBM OpenPages - ORM on the Cloud
(Duration : 1 Day)

1

Navigation

  • Explain how records are organized in IBM OpenPages
  • Navigate the IBM OpenPages system
2

Working With Records

  • Explain field types in a record's details page
  • How to add, copy and associate records
  • How to edit records using various views
3

Running Reports

  • Viewing reports on a Home Page tab
  • Viewing an "On Demand" reporting fragment
  • Running a report from the Reporting menu
4

Links and File Attachments

  • View file attachments
  • Add a new file attachment record
  • Modify a file attachment
  • View version history
5

RCSA Process

  • Configuration requirements
  • Overview and responsibilities by user/group
  • Setting up the assessment
  • Performing and approving the assessment
6

Loss Event Lifecycle

  • Configuration requirements
  • Capturing an event
  • Management and enrichment
  • Approving the event
7

KRI Lifecycle

  • Create a Key Risk Indicator
  • Creating KRI Values
  • Reminders and breach notifications
8

Issue Management

  • Configuration requirements
  • Issue creation and assignment
  • Action creation and assignment
  • Remediation performance
  • Closing the issue
  • Reporting
9

Scenario Analysis

  • Library management
  • Applicability review
  • Preparation and distribution
  • Workshop performance
  • Reporting
IBM OpenPages - Administration
(Duration : 3 Days)

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
2

Security Overview

  • Folder based and record level security
  • Security domains and context points
  • Folder structures and location
  • Record associations
  • Hierarchical security concepts
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
4

Adding and Managing Role Templates

  • Role access control settings
  • Role permissions
  • Default role reports
5

Adding Profiles

  • Profiles review
  • Default and Fallback profiles
6

Managing Security

  • Security domain administration
  • Organizational group administration
  • Default security reports
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
8

Adding and Managing Field Definitions

  • Data type review
  • Methods for required field settings
  • Field definition and group review
  • Field definition permissions (read only)
9

Creating Field Dependencies

  • Field behavior definitions (visible, editable, required)
  • Dependent fields use case
  • Creating and disabling field dependencies
10

Creating Dependent Picklists

  • Creating and disabling field dependencies
  • Dependent picklists use case
  • Creating and disabling dependent picklists
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
12

Configuring Overviews

  • Object type overview use case
  • Configuring overviews
  • Enabling and disabling overviews
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"
14

Configuring Folder Views

  • Folder view use case
  • Configuring folder view of object type
15

Configuring Context Views

  • Context view use case
  • Configuring context view of object type
16

Configuring List Views

  • List view use case
  • Configuring list view of object type
17

Configuring Detail Views

  • Spanning columns
  • Using sections
  • Setting field permissions (read only)
  • Configuring "save as draft" options
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
19

Grid view use case

  • 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
20

Object Type Security Rules

  • Object type security rules use case
  • Adding object type security rules
21

Managing Field Guidance

  • Defining field guidance and default behavior
  • Defining system generated field guidance and default behavior
  • Modifying field guidance
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
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
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
25

Environment Migration

  • Defining environment migration
  • Performing environment migration
26

Currencies and Exchange Rates

  • Base and localized currencies
  • Adding currencies
  • Adding and updating exchange rates
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
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
29

Creating a Survey

  • Defining a custom form survey
  • Creating a survey
  • Limitations and alternatives for surveys
  • Survey use case
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
31

Using FastMap

  • Export to Excel, FastMap Import, FastMap Status
  • FastMap templates and workbooks
  • Troubleshoot FastMap import errors
  • Best practices in using FastMap workbooks
32

Using AURA

  • Purpose of AURA
  • AURA worksheets and workbook
  • Best practices in using AURA workbooks
33

Using AFCON

  • Purpose of AFCON
  • Expectations for the implementation team
  • Overview of workbook, object-type and non-object type worksheet

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  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
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  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

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