COURSE DESCRIPTION
Course Objectives
By the end of this course, you will be able to:
- Identify business processes that Workflow can automate.
- Install Workflow 7.0 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.
COURSE OUTLINE
Introducing Symantec Workflow 7.0
Learning about Workflow
Analyzing Business Processes
Integrating with Other Products
Learning about Workflow Resources
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 Credentials
Getting Started in Workflow
Navigating in Workflow Designer
Becoming Familiar with Process Manager
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
Debugging a Project
Using Demo Components to Start a Project
Understanding Demo Components
Importing Demo Components
Using Demo Components in a Project
Debugging a Demo Component Project
Building a Workflow Project
Introducing Models
Adding Form Components
Configuring Processes in a Dialog Workflow
Component
Debugging a Workflow Project
Creating an Audit Trail
Configuring Process Manager Security
Setting Up Reporting in Workflow Designer
Working with Reporting Components
Looking at Component Data in Process Manager
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
Creating a Secondary Model
Learning about Secondary Models
Using a Secondary Model
Integration
Getting Started with Integrations
Connecting to Data Sources
Working with Custom Data Types
Adding the Integration to the VacationRequest
Project
Mapping to Data Types
Introducing Mapping to Data Types
Performing Mappings to Data Types
Mapping the Secondary Model to the Primary Model
Applying Advanced Customizations to Forms
Applying Themes
Formatting Dialog Boxes
Designing the Acknowledgement Forms
Verifying User Input
Becoming Familiar with Regular Expressions
Delving into the Library
Escalation
Defining Escalation
Implementing Time Outs
Exception Handling
Preventing Failures
Applying Exception Handling throughout the Project
Versioning
Presenting Versioning
Upgrading from Workflow 6.x to Workflow 7
Publishing and Packaging
Packaging a Project
Publishing a Project
Performing Post-Publishing Steps
Working in Process Manager
Accessing Process Manager
Creating a Page for the Project
Reporting in Process Manager
