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EncartaLabs

Symantec Workflow Administration

( Duration: 5 Days )

This Symantec Workflow Administration training course covers how to install Workflow and configure database, Notification Server, and Workflow settings. You will also learn how to design basic projects in Workflow Designer. You then build a comprehensive Vacation Request project and add functionality to it using components, data types, integrations, forms, rules, triggers, escalations, and timeouts. When the project is complete, you will learn how to publish and package the project and make the project available to other users in Process Manager.

By attending Symantec Workflow Administration workshop, delegates will learn to:

  • Identify business processes that Workflow can automate.
  • Install Workflow and configure database, Notification Server, and Workflow settings.
  • Describe the project types and when to use them.
  • Design a project using demonstration components, and then develop a project by replacing those components with actual components, forms, mappings, and integrations.
  • Use the debugger to test a project and follow the data stream to troubleshoot issues.
  • Customize a form with buttons, fields, titles, and a theme.
  • Create generic e-mails and custom library components.
  • Add escalations and time-outs to a project.
  • Design an exception handling flow that guards against failures and looping, and adapt the exception handling flow for each model in the project.
  • Implement and solve versioning issues in a project.
  • Perform the steps needed to publish a project, and then package the project
  • components with actual components, forms, mappings, and integrations.

The Symantec Workflow Administration class is ideal for:

  • IT Administrators responsible for installing, designing, building, and maintaining workflow projects, and integrating Workflow with existing systems in their organization.

COURSE AGENDA

1

Introducing Symantec Workflow

  • Learning about Workflow
  • Analyzing business processes
  • Integrating with other products
  • Learning about Workflow resources
2

Installing and Configuring Workflow

  • Becoming familiar with installation prerequisites
  • Installing Symantec Installation Manager
  • Installing Workflow Solution with Symantec Installation Manager
  • Installing Workflow in the Symantec Management Console
  • Configuring credential
3

Getting Started in Workflow

  • Navigating in Workflow Designer
  • Becoming familiar with Process Manage
4

Creating a Simple Form Project

  • Identifying the stages of a project
  • Determining which project type to use
  • Working with components
  • Creating a project using component types
  • Using demo components to start a project
  • Debugging a project
5

Saving and Deploying

  • Packaging a project
  • Introduction to publishing
6

Building a Workflow Project

  • Introducing models
  • Adding form components
  • Configuring processes in a dialog Workflow component
  • Debugging a Workflow project
7

Creating an Audit Trail

  • Configuring Process Manager security
  • Setting up reporting in Workflow Designer
  • Working with reporting components
  • Looking at component data in Process Manage
8

Expanding a Project's Functionality

  • Adding variables and property components
  • Inserting data types and variable types in a project
  • Initializing data
  • Looping and branching
  • Debugging the VacationRequest project to view values
9

Creating a Secondary Model

  • Learning about secondary models
  • Using a secondary model
10

Integration

  • Getting started with integrations
  • Connecting to data sources
  • Working with custom data types
  • Adding the integration to the VacationRequest project
11

Mapping to Data Types

  • Introducing mapping to data types
  • Performing mappings to data types
  • Mapping the secondary model to the primary model
12

Applying Advanced Customizations to Forms

  • Applying themes
  • Formatting dialog boxes
  • Designing the acknowledgement forms
13

Verifying User Input

  • Becoming familiar with regular expressions
  • Delving into the library
14

Escalation

  • Defining escalation
  • Implementing time out
15

Exception Handling

  • Preventing failures
  • Applying exception handling throughout the project
16

Versioning

  • Presenting versioning
  • Upgrading from Workflow 6.x to Workflow
17

Publishing

  • Publishing a project
  • Performing post-publishing step
18

Working in Process Manager

  • Accessing Process Manager
  • Creating a page for the project
  • Reporting in Process Manager
  • Best practices

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • 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

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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