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EncartaLabs

SBM Designer & Administrator

( Duration: 5 Days )

This SBM Designer & Administrator training course provides the concepts and skills to design, develop, and deploy a process app, as well as to configure and manage its runtime environment.

By attending SBM Designer & Administrator workshop, delegates will learn to:

  • Use a process app in SBM Work Center
  • Use SBM Composer to design and develop a process app
  • Configure data fields for a process app
  • Configure default forms and create custom forms
  • Deploy a process app to a run-time environment
  • Promote a process app with SBM Application Repository
  • Configure the runtime environment with SBM Application Administrator

  • Knowledge of SBM Essentials at User level

The SBM Designer & Administrator class is ideal for:

  • Anyone who will design, build, deploy, modify, and maintain process apps, as well as manage the runtime environment.

COURSE AGENDA

1

Course Overview

2

Process Apps and Process Design

  • Describe how SBM automates business processes
  • Identify how process app orchestrations differ from process app applications
  • List the steps and tools of the SBM process app development lifecycle
  • Describe the design elements of a process app
  • Identify the difference between process app templates and blueprints
  • Identify SBM online resources
3

Using a Process App

  • Navigate the Work Center and User Workspace
  • Describe User Settings
  • Submit an item
  • Transition an item
  • Add links and attachments to items
  • View My Activity from the Work Center
  • Access built-in reports
4

Exploring SBM Composer

  • Navigate the SBM Composer interface
  • Change Composer theme
  • Access Composer Help and documentation
  • Open a typical process app blueprint
  • Navigate the App Explorer
  • Open the application workflow editor
  • Open the report editor
5

Creating a Process App

  • Represent a process with an application workflow
  • Define workflow terminology (state, transition, ownership, etc.)
  • Remove and delete a process app
  • Create an application
  • Create roles with privileges
  • Create an application workflow
  • Assign ownership
6

Working with Fields

  • Add data fields to an application
  • Describe UI Help Text capability
  • Create a dependency between Selection Fields
  • Describe import/export capability for Selection Fields
  • Create an Auxiliary Table and Relational Fields
  • Create a listing report from SBM Composer
  • Create rules for Conditional Routing
7

Using Forms

  • Add data fields to an application
  • Describe UI Help Text capability
  • Create a dependency between Selection Fields
  • Describe import/export capability for Selection Fields
  • Create an Auxiliary Table and Relational Fields
  • Create a listing report from SBM Composer
  • Create rules for Conditional Routing
8

Deploying a Process App

  • Publish a process app
  • Deploy a process app
  • Assign user accounts to roles
  • Submit records into the auxiliary table
  • Submit an item into the deployed app as a user
9

Using Application Repository

  • Describe the responsibilities of the IT Administrator
  • Describe the purpose of Environments
  • List the elements of Environments
  • Navigate the Application Repository interface
  • View published process apps
  • View the Default Environment
  • Deploy a process app to the Default Environment
  • View the Activities log
10

Working with Multiple Environments

  • Describe the purpose of Promotion
  • List the steps in promoting a process app
  • Describe the purpose of Snapshots
  • List the settings in a Promotion Profile
11

Using the Application Administrator

  • Navigate SBM Application Administrator
  • Identify the process app elements to configure
  • Describe the purpose of projects
  • Create a new project and associate an application workflow it
  • Create new User accounts
  • Associate a new User account to a role
  • Describe User levels (Occasional, Managed Admin, User)
  • Describe LDAP capabilities
  • Describe User Replacement
  • Describe delegation of primary items
12

Working with Notifications

  • Describe the purpose of notifications
  • Define the elements of a notification
  • Define types of notifications
  • Create a notification
  • Subscribe users to notifications
  • Configure the Notification Server
  • Create Work Calendars
  • Describe Channels
  • Describe E-mail Templates
  • Describe Notification actions
  • Describe E-mail Responses

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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