Primavera Unifier 15: Access Management

Transcription

1 Primavera Unifier 15: Access Management Learn from, Siva Rao, PMP, CSM, ITIL, PRINCE2, MBA, Certified Primavera Trainer/Expert Duration: 2 Days What you will learn This Primavera Unifier: Access Management 9.13 training teaches you how to manage user and group access to work areas. Expert Oracle Primavera certified instructor will deep dive into administration roles, company relationships and managing licenses and notifications through interactive lectures and hands-on exercises. Learn To: Log in and navigate within Primavera Unifier. Differentiate between administrative roles. View licenses for named users. Describe relationships between owner and partner companies. Manage users and groups. Assign and manage permissions and user preference templates. Use quick links to access support, bookmarks, modify your password and settings for time, notifications and proxy. Benefits to You: By enrolling in this course, you'll develop an understanding of how to log in to Primavera Unifier and navigate to the company workspace and other work areas (projects and shells) during day 1. By learning about company relationships and administrative roles and functions, you'll be able to better leverage this solution to benefit your business. Explore Permissions & User Preferences: During day 2, you will create and manage templates that facilitate the assignment of permissions and user preferences. You'll use shell-level templates to add member companies and users. You will also be presented with an overview of bulk administration and program management to grow your skill set.

2 Audience Administrators and System Administrators Course Objectives Review navigation Discuss administrative roles Manage licenses and notifications Define company relationships Manage owner and partner company users Manage permissions templates Manage shell and program users Detailed Course Topics Administration Overview License Management Company Relationship Management User Administration Creating Users Permissions Management Assigning Permissions via Groups Standards and Libraries Management Permission Templates Using Preference Templates Templates Shell Templates Member Companies Shell Templates User Administration Shell Templates

3 Primavera Unifier 15: Administration Duration: 4 Days What you will learn The Primavera Unifier Administration training teaches you how to manage user and group access to company and project workspaces. It focuses on the core skills required for defining data and configuration of Unifier objects. Expert Oracle Primavera certified instructor will help you develop the knowledge and skills to make effective administration decisions that will make Unifier a highly secured system. Learn To: Explore administration roles. Understand company relationships. Test designs built in udesigner. Benefits to You: When you walk away from this course, you will have developed a much deeper knowledge of how to leverage this Primavera solution to work for your business. Audience Administrators and System Administrators Course Objectives Configure business processes, shells and user mode navigator Set up non-workflow and workflow business processes Create single-instance and multiple-instance shells Differentiate between administration levels and roles Differentiate between administration levels and roles Assign and manage permissions Define data definition dataset values Describe relationships between owner and partner companies Manage users and groups

4 Detailed Course Topics Navigation Exploring Landing Pages and Navigation Tabs Describing Modes Company Relationship Management Defining Concepts of Company Relationships Prerequisites for Partner Companies Adding/Removing Partner Companies Company User Administration Methods for Adding Owner and Partner Company Users Company Group Administration Creating/Maintaining Groups Assigning Users to Groups and Assigning Group Permissions Business Process Configuration Configuring across Unifier objects Configuring Logs Shell Manager Configuration Shell Types and Functionality Configuring Shells Shell Templates Identifying Types of Templates Adding / Removing Member Companies Creating Shell Template Groups Workflow Setup Creating Workflow Setup

5 Shell Administration Creating / Editing a Single Shell Instance Creating Multiple Shell Instances of a Shell Type Primavera Unifier 15: Configuration Management Duration: 3 Days What you will learn This Primavera Unifier Configuration Management training focuses on company maintenance. It teaches the core skills required for defining data, configuration of business processes, attributes, shells and navigation tabs, and creation of templates. Expert Oracle Primavera certified instructor will help you develop the knowledge and skills to make effective configuration decisions that will transform designs into a functioning user interface. Learn To: Import business processes from udesigner. Set up data definitions and data elements. Configure business processes, shells and navigation tabs. Create stand-alone company-level templates and shell templates. Administer programs. Day 1: Access Management This course begins with a review of Access Management topics, including administrative levels, roles and company relationships. Expert Oracle University instructors will walk you through company administration functions like importing business processes, attributes and shells. You'll then learn how to access data structures and add value sets to data definitions. Day 2: Company Workspace Administration With general data structure setup and configuration done, you'll then being exploring company workspace administration with business process setup. You will create stand-alone templates as well as shell templates, expanding your knowledge of business process setup within shell templates. Day 3: Creating & Updating Shells You'll then explore using shell templates, as well as creating and updating shells. This course concludes with an overview of administration of programs in Primavera Unifier.

6 Audience Administrators and System Administrators Course Objectives Maintain a company, shells and programs Set up data structures Configure business processes, attributes, shells and navigation tabs Create templates Detailed Course Topics Administration Overview Company Administration udesigner Importing Business Processes Importing Attribute Forms Importing Shells Data Structure Setup Data Definitions and Data Elements Configuration Business Processes Shell Manager Navigation Tabs Company Workspace Company-Level Setup Templates Stand-Alone Templates Folder Structures

7 Primavera Unifier 15: udesigner Duration: 4 Days What you will learn This Primavera Unifier udesigner Fundamentals training enables you to design business processes, attribute forms and shells. Expert Oracle Primavera certified instructor will help you develop the knowledge and skills to make effective design decisions that will transform designs into a functioning user interface. Learn To: Follow good design practices. Distinguish process types. Create data structures, shells, business processes and attribute shells. Add functionality to forms, such as consolidation of line items, validation, auto-population, and linked elements. Use production bundles. Day 1: Engage in Hands-on Exercises The course begins with an overview of navigation and introduces design and development concepts. You will gain hands-on experience creating data structures and record statuses, and designing a shell and a user attributes form. Day 2: Design Business Processes Next, you will dive into designing and building commonly used examples of Simple and Line Item business process types. You will also learn how to re-use forms. Day 3: Explore Workflows You will learn about additional workflow functionality, such as conditional routing, building formulas and validation, auto-publishing to Document Manager, enabling workflow actions via , auto -sequencing, auto-population, and line item consolidation. Day 4: Integration and udesigner Processes You will learn about integration, advanced log design, and udesigner versioning. Finally, you will learn how to deploy completed designs, import, create, and export design bundles.

8 Audience Administrators and System Administrators Course Objectives Utilize udesigner Follow good design practices Learn business process types Create data structures Create shells Create business processes Attribute forms Use production bundles Detailed Course Topics Unifier Objects Creating Objects Creating Data Structures Defining Data Business Process Business Process Creation Re-using Forms Upper Form Templates Simple-Type Business Process Line Item Non-Workflow Business Process Text Type Business Process Document Type Business Process Workflow Functionality Conditional Routing Sub-Workflows Form Functionality

9 Formulas Validation Consolidation and Reset