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EncartaLabs

OpenText Case360 - Developer

( Duration: 4 Days )

In OpenText Case360 - Developer training course, you will gain an understanding of the components of Case360. You will extensively use the supplied interfaces for Designers, Administrators, and End-users. This course will also provide, through examples, a complete understanding of techniques and tools needed to build a OpenText Case360 application.

  • Experience in a technical development role; experience in application programming
  • Familiarity with the case management requirements

The OpenText Case360 - Developer workshop is ideal for Case360 process developers & Case360 application developers.

COURSE AGENDA

1

Case360 Product Overview

  • Describe some business functions of Case360 and its product architecture
  • Use the Configuration Tool to affect logging and application behaviour
2

Field Management System and the Database

  • Understand that Case360 database tables store data about Case360 objects
  • Describe the role of the Fields tool in the Case360 toolbox
3

Case360 Repository

  • Describe what a Case360 repository is
  • Name the five internal repositories of Case360
  • Describe how queries relate to a repository
  • Explain the use of Subqueries and Query Forms
  • Describe the function of the Query preprocessor
4

The Form Data Repository and the Filestore Repository

  • Describe the difference between the Form Data repository and the Filestore repository
  • Create instances of a Form Data template and create queries that display them
  • Describe typical ways that users interact with Form Data and Filestore data
  • Upload files into the Filestore Repository and create queries to access the file objects
  • Create and use a storage controller
5

The Casefolder Repository

  • Describe the functions of a Casefolder and create a Casefolder template
  • Use database relations to facilitate mappings of form data templates into Casefolder templates
  • Create a custom field layout using Layout Designer
  • Create a query using the Query Preprocessor
  • Create instances of a Casefolder template and create queries that display them
6

The Process Repository

  • Describe Case360 features related to process management
  • Create a process using Process Designer
  • Administer a process using the Process Tool and Process Dashboard
  • Describe the use of fields in a process
  • Use Dispatch buttons to control process instance routing
7

Case360 Security

  • Describe how Case360 handles security and user access
  • Describe the difference between authentication and authorization
  • Assign users to Roles, Roles to ACLs, ACLs to objects, and Permissions to Roles
8

Solution Deployments

  • Describe the various deployment environments
  • Use the Applications tool to control how applications are imported and exported
  • Describe some steps to deploy software updates
  • Describe the server's license key mechanism
  • Export and Import applications
9

Lifecycle Management

  • Describe the benefits of Lifecycle Management
  • List the activities included in a typical lifecycle process definition
  • Describe how the storage controller is used in Lifecycle Management
  • Define an archive process template and schedule the run of the archiving process
  • List two types of retention management processes
10

Persona Based Solutions

  • Describe what a persona is and how Case360 is sensitive to them
  • Describe some typical features of a Persona-based Home Page
  • How to add or remove Personas to Case360
11

Business Application Design

  • Describe some ways in which Case360 can be customized
  • How to use the new persona-based Casefolder frameset
  • Display Filestore objects in a custom frameset
  • Display a Case360 Home Page using a custom style sheet
  • Manage errors using a Script Event Handler
12

Capture

  • Describe what the Case360 Capture Broker does
  • Create a Capture Broker

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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