IBM Engineering Workflow Management Administration for Process Administrator ODC8165G

This course is intended for Project Managers and Project Administrators

Upon completion of the course, students will be able to:

• Define how ELM is used
• Create and configure a project area
• Manage reports and report templates
• Define roles to control actions and behaviors in a project area
• Configure a project and team area
• Audience
• Project Managers Project Administrators
• Prerequisites
• Essentials of IBM Engineering Workflow Management (WBT) or equivalent
• Understand basic software development principles

To benefit from this course, students should have the following skills or experience:

• Essentials of IBM Engineering Workflow Management (WBT) or equivalent
• Understand basic software development principles

Managing Project Areas

Process templates

• Template overview
• FPM template
• Scrum template

Project area elements

• Terminology
• Project area architecture
• Access control
• Process control
• Roles
• Team areas
• Work item categories
• Timelines and iterations

Setting up a project area

• Connecting to the repository
• Creating a project area
• Adding members
• Initializing work items
• Managing a team area
• Assigning a process role to team members
• Sending invitations
• Creating work item categories

Process Templates

• Overview
• Template types

Working with process templates

• Export and import
• Create from scratch
• UI configuration tools
• Template configuration

Configuring timelines

• Iteration hierarchy
• Timeline naming

Defining roles and permissions

Initializing a project area

• The setup project action
• The create team areas action

Customizing work items

• Enumerations
• Categories, types, and attributes
• Value-set providers
• Workflows
• Creating and editing a workflow
• Binding workflows
• Editor presentations
• Custom editors
• Editor presentation bindings
• Testing

Configuring operation behavior

• Project configuration
• Team configuration
• Team reports
• Reports in the web client
• Reports in the team artifacts view
• Viewing a report
• Report resources
• Creating reports
• Formatting reports
• Publishing and importing reports
• Scrum report templates
• Editing report parameters

Configuring Dashboards

• Dashboard overview
• Adding pages and widgets
• Configuring widgets
• Configuring dashboard templates