V 6.1 Core Training Training Plan 2014 Version 1.0 Document Revision 1.0
2014 OpenSpan Incorporated. All rights reserved. OpenSpan and the Open Span logo are trademarks of OpenSpan, Incorporated. Other product names and registered marks are property of the parent corporations. Inquiries regarding training, services, OpenSpan product information, and other topics of interest may be directed to the contacts: OpenSpan Inc. U.S. Offices 11175 Cicero Drive Suite 200 Alpharetta, GA 30022 General Inquiries (International): +1 (678) 527-5400 General Inquiries (US + Canada): (877) 733-1136 Sales: +1 (678) 527-5455 Email: training@openspan.com OpenSpan Inc. U.K. Offices Alpha House 100 Borough High Street London SE1 1LB General Inquiries - United Kingdom (EMEA): +44 (0) 207 043 3573 Page 2
Contents Course: v6.1 Core Training... 4 OpenSpan Training... 4 Course Overview... 4 Introduction and Timeline... 5 Training Delivery... 6 Training Outline: v6.1 OpenSpan Core Training... 6 Training Methods... 10 Materials and Resources... 10 Training Resources... 11 Revision & Sign-off Sheet... 11 Page 3
Course: v6.1 Core Training OpenSpan Training Length: Delivery method: Course Participants: Number of Participants: 4 day session Instructor Led Training (ILT) Developers, Administrators, Managers 1-6 Onsite Training Location: The recommended Course Participants varies by each organization and the listed stated on the Training Plan is used as a guide only. Working with the OpenSpan Professional Services and Training Department can ensure that the list of attendees is defined appropriately for the training session. Course Overview This core training is designed for new OpenSpan users as an instructor led training to introduce the basic functionality, process flow, terminology, and core building blocks of OpenSpan Studio. Through a series of Instructor Led, Group Led and Self-paced Led Activities, the trainees will learn how to use the OpenSpan Studio software. The end user plays a critical role in the success of the OpenSpan training sessions. Training is delivered over 4- Days and can be scheduled at the Client Site or at the OpenSpan Headquarters in Alpharetta, GA. All training is delivered by a certified OpenSpan Trainer. Page 4
Introduction and Timeline Welcome to OpenSpan v6.12 Core Training! In the following days you will be exposed to a powerful and flexible software that provides a unique, intuitive, rapid visual development that allows you to create runtime solutions. This course is intended to provide instruction on using OpenSpan Studio to create application integration and automation projects which enable end-users to complete tasks more efficiently. What to Expect from OpenSpan End User Core Training OpenSpan Core training will teach users how OpenSpan Studio works, from data flow to setup and to day-to-day operations. OpenSpan core training includes a detailed instructor-led walk through of the software, including group discussion, instructor lab-activities, group lab activities, and self-paced lab activities along with end-user OpenSpan Training Certification Exams. Training Time Line and Class Flow OpenSpan Core End User training is a series of sessions carefully designed to present information in an organized and practicable manner. As User Roles are defined, we can better scope who will attend the different training sessions. Training Guidelines and Prerequisites The aim of the Educational Services Department is to ensure that you obtain proper and complete understanding of the OpenSpan software. Students should ideally be removed from day-to-day operations so they can concentrate entirely on OpenSpan Core Training. Each Student will need to bring a laptop computer meeting the following OpenSpan s minimum specs: OpenSpan Minimum Specification Requirements: 1.6 Gigahertz (Ghz) or 32-Bit (x86) Processor 1 gigabyte (GB) of RAM or Higher for 32-bit operating system 2 gigabyte (GB) of RAM or Higher for 64-bit operating system Note: Add 512 MB in you are running in a virtual machine 100MB of available hard drive space Microsoft Internet Explorer version 7 (32- or 64-bit) Microsoft Internet Explorer version 8 (32- or 64-bit*) Microsoft Internet Explorer version 9 (32-bit) Microsoft Windows XP with SP 3 (32-bit) Window 7, Service Pack 1 (32- and 64-bit) Microsoft visual Studio 2010 Shell (isolated) with SP1 Microsoft.NET Framework 4.0 Microsoft Windows Installer 3.1 or later. *OpenSpan Studio does not support the 64-bit version of IE version 8 on Windows 7, Service Pack 1. This also applies to OpenSpan Runtime. Internet Explorer Protected Mode, available when running IE 7, 8 or 9 in Windows Vista or Windows 7, must be turned off for OpenSpan Studio to function properly. Page 5
Training Delivery Training Sessions Name of Session Dates Start Time End Time OpenSpan V5.2 Core Training 8:30 AM 4:30 PM 8:30 AM 2:30 PM Audience Developers, Administrators, Managers Location Training Outlines are used only as a guide line. Each topic length could be longer or shorter, depending on learning levels and course participation. Adjustments will be made as necessary when changes arrive. Your flexibility and understanding are appreciated. Training Outline: v6.1 OpenSpan Core Training Day One Time Topic Notes Attendees 8:30 AM - 8:45 AM Welcome and Course Introduction Developers, Administrators, Managers 8:45 AM 11:30 PM Module 1: OpenSpan Studio 6.1 Basic Chapter 1: Introduction to OpenSpan OpenSpan Terminology o What is a Solutions and/or a Projects in OpenSpan o What are Adapters and Controls in OpenSpan o What is the Integrated Development Environment in OpenSpan o Toolbars (Standard, OpenSpan Project Toolbar, OpenSpan Automation Toolbar) o Understanding Tool and Designer Windows Window Arrangement o How to use the Docking Tools and Auto Hide features Chapter 2: Developing OpenSpan Solutions Building Your First Solution o New Solution o Setting Properties for the Web Application o Interrogating the Web Application o Setting Properties for a Windows Application o Interrogating a Windows Application o Connecting the Data and Execution Paths Chapter 3: OpenSpan Window Adapter How to build, modify, and run the Application Bar Page 6
11:30 PM - 12:30 PM 12:30 PM 1:30 PM o Working with Control Properties How to add a Windows Application to a Project o How to Interrogate the Window Application o Understanding and How to modify Match Rules Creating, Modifying and Running an Automation o Working with Event Links and Event Link Properties Chapter 4: OpenSpan Web Adapter How to add a Web Application to a Project o Creating and Configuring a Web Apater o How to Interrogate the Web Application o How to add automation o How to test your solution Understanding Local and Global Components Lunch Module 1: OpenSpan Studio v6.1 Basic Certification Exam Module 2: OpenSpan Studio 6.1 Windows Integration 1:30 PM 4:15 PM 4:15 PM 4:30 PM Chapter 5: Defining the Windows Adapter Design Properties How to set and configure Windows Adapter Properties o How to set Path and Target Path o How to set HookChild Processes o How to set StartMethod (Start, StartAndWait,, Monitor All) properties o How to set StartOnProjectStart o Working Directory o How to set Arguments o How to set HideApplicationAtRuntime How to use an Argument when Opening an Application Chapter 6: Interrogating Windows Applications Understanding the Interrogation Function o How to create a Control from a Windows Tab o File Menu Options Working with Interrogate Objects How to Interrogate Windows Applications o Working with Uniquely Matching Targets Working with Controls o How to create controls o How to highlight controls o How to add a menu option Chapter 7: Understanding Match Rules Overview of Windows Adapter Match Rules o Match Rules in Action Exploring Windows Match Rules o Working with Window Text and Class Name Match Rules o Working with Windows Default Match Rules and Default Match Rule Properties Working with Button Style Match Rules Wrap Up Review Day 1 Day Two Time Topic Notes Attendees 8:30 AM - 8:45 AM 8:45 AM 10:30 AM Welcome and Review Day 1 Module 2: OpenSpan Studio 6.1 Windows Integration - Continued Chapter 8: Matching MDI Child Windows Overview of the MDI Application Working with MDI Application and OpenSpan Studio Developers, Administrators, Managers Page 7
10:30 AM 11:30 AM 11:30 AM - 12:30 PM 12:30 PM 4:15 PM 4:15 PM 4:30 PM Working with Keys in an application How to Interrogate MDI Application How to create a solution with DMI Child Key Values Chapter 9: Using OpenSpan Help and Support Site Module 2: OpenSpan Studio v6.1 Window Integration Certification Exam Lunch Module 3: OpenSpan Studio 6.1 Web Integration Chapter 10: Defining Web Adapter Properties, Methods and Events Working with Windows and Web Adapter Properties, Methods, and Events o StartPage Property o Target Creation o Created Event o IsCreated Property o WaitForCreate Method Chapter 11: Interrogating Web Applications Understanding the Interrogation Function o Working with Select Elements How to create a Global Web Page How to Interrogate Web Objects Chapter 12: Understanding Web Adapter Match Rules Overview of Web Adapter Match Rules Exploring Web Application Rules o Working with different types of Web Application Match Rules Working with Web Default Match Rules Working with an Attribute Value in a Web Match Rule Working and Modifying Key Default Match Rules How to Modify a Document Title Match Rule Understanding Ambiguous Match o Working with Controls How to Modify an Element Inner Text Match Rule Wrap Up Review Day 2 Day Three Time Topic Notes Attendees 8:30 AM - 8:45 AM Welcome and Review Day 2 Developers, Administrators, Managers 8:45 AM 10:30 AM 10:30 AM 11:30 AM 11:30 AM - 12:30 PM Module 3: OpenSpan Studio 6.1 Web Integration - Continued Chapter 13: Web Application Automations Overview of Automating Logins Working with a Web Login Form o Create, Modify, and Test Login Automation o Create, Modify, and Test Verification Logic Working with Raising Web Control Events Chapter 14: Web Application Navigation Overview of Interrogating Links How to create and test Raising Web Control Events Overview of Automate Link Selection Overview of Navigating Links How to modify the Auto-Login Process Module 3: OpenSpan Studio v6.1 Web Integration Certification Exam Lunch Page 8
12:30 PM 3:30 PM Module 4: OpenSpan Studio 6.1 Runtime and Project Deployment Chapter 15: Building and Deploying OpenSpan Projects Overview of Project Properties o Solution Configuration o Application Page o Build Page o Deployment Page Overview of Release and Debug Files How to set Project Properties for Debug Configuration How to set Project Properties for Release Configuration How to Deploy a Project o How to test in OpenSpan Studio o How to Deploy Package Files o Working with the OpenSpan Runtime Project Load Process o How to create Deployment Package with a Default Configuration Project Item How to deploy a Project with a Readme.txt file Chapter 16: Using Configuration Project Items Overview of Configuration Project Item How to Create and Modify Configuration Project Items How to Create and Modify Project Item Profiles Chapter 17: Deploying and Using OpenSpan Management Console Overview of OpenSpan Server How to set up systems to Run OpenSpan Projects o Distribution of Location Access o Working with OpenSpan Runtime Configuration Files and Settings o How to set Local Project File Extract Directory o How to set Project Load Method o How to Launch OpenSpan Runtime Working with Load Local vs. Load Recent projects How to load a project from a Command Line How to automatically Load Project on OpenSpan Runtime Start Chapter 18: Configuring and Using OpenSpan Runtime Overview of Configuration Project Item How to Create and Modify Configuration Project Items How to Create and Modify Project Item Profiles Chapter 19: Troubleshooting Runtime Overview of Diagnostics How to enable Diagnostic Publishing OpenSpan Runtime Tips and Troubleshooting 3:30 PM 4:30 PM Module 4: OpenSpan Studio v6.1 Runtime and Project Deployment Certification Exam Day Four Time Topic Notes Attendees 8:30 AM - 8:45 AM Welcome and Review Day 3 Developers, Administrators, Managers 8:45 AM 12:00 PM Module 5: OpenSpan 6.1 Diagnostics and Debugging Chapter 20: Debugging OpenSpan Projects Overview of the OpenSpan Debugging Features Working with Breakpoints o How to run a Project with Breakpoints o Working with the Breakpoint Window How to add Breakpoints and Step Into a Project Working with Automation Locals and Watches How to use Automation Locals and Automation Watches o Working with Threads Page 9
12:00 AM - 1:00 PM 1:00 PM 2:00 PM 2:00 PM 2:30 PM o Working with a Call Stack How to View thread and Call Stack Information in OpenSpan Chapter 21: OpenSpan studio Diagnostics Publishers Overview of Application Diagnostic Settings Working with Log Categories and Settings Working with Diagnostic Publisher o How to use File Publisher o How to use Event Log Publisher o How to use Output window Publisher o How to use Tracing Options How to Enable Publishing to Output Windows Working with a DiagnosticsLog Component Working with LogBeforeExecution and LogAfterExecution How to use the DiagnosticsLog Component Chapter 22: Error Handling and Suppression Overview of the Try Catch Exception Handling o How to add Try Catch Exception Handling How to Add Try Catch Exception Handling o How to Test the Project o How to Catch Project Errors Working with Error Suppression Working with Automation Errors Working with Adapter Errors Lunch Module 5: OpenSpan v6.1 Diagnostics and Debugging Certification Exam Wrap Up Review Day 4 Training Methods Instructor Lab Activity, Group Lab Activity, Self-Paced and Workshop Lab Activities. Group Discussions Knowledge Checks Certification Exams Materials and Resources Name User Audience Format Notes Training Plan (This document) 6.1 OpenSpan Core Training Manual Developers, Administrators, Managers Developers, Administrators, Managers Electronic Paper Delivered early in implementation as a baseline for the training portion of the project Distributed in the training and 1 color training manual per user. Page 10
Training Resources Training Room Projector connected to main Power User s computer Computer (at least one computer for every two students) Trainer Workstation with OpenSpan Studio installed White board or flip chart with markers Revision & Sign-off Sheet Change Record Date Author Version Change Reference Document Properties Document Title Training Plan v6.1 OpenSpan Core Training Author Bobby Underwood, Director of Training Creation Date Last Updated Page 11