This classroom course is an ideal way to launch your Project and Portfolio Management (PPM) Center implementation, and will create a solid foundation for your implementation decisions. An experienced instructor will guide participants using hands-on exercises through the design and configuration of the major setup components of Demand Management and Deployment Management to enable automation of your organization's processes.*

This course is recommended for all members of your PPM project team, including project managers, business analysts, technical administrators, and functional experts.

Registration for this course includes access to a preclass computer-based tutorial. This tutorial must be completed prior to attending the class.

At the end of the course, you will be able to:

• Describe the major components for building request resolution and application deployment processes.
• Design and configure a workflow to model the steps, transitions, and notifications involved in a process.
• Plan and configure security groups to assign application permissions and process roles to user groups.
• Design and configure a request type to collect and store information throughout a request management process.
• Configure environments to connect and log in to remote systems when performing deployments.
• Design and configure object types to automate migrations during a deployment process.
• Identify requirements for integrating request processes with deployment processes

• Course Overview Using PPM Center to Process Requests, Packages, and Tasks
• Users, Licenses, and Security
• Workflow Basics
• Workflow Basics (cont’d.)
• Controlling Data Integrity Using Validations
• Request Process Configurations
• Request Process Configurations (cont’d.)
• Defining Environments
• Package Process Configurations
• Integrating Parallel Request Processes
• Integrating Request and Package Processes

DAY 1

Course Overview Using PPM Center to Process Requests, Packages, and Tasks

• Overview of PPM Center
• Processing Requests
• Processing Packages
• Processing Project Tasks
• PPM Center Entity Relationships

Users, Licenses, and Security

• Creating and Managing User Accounts and Licenses
• Creating and Managing Security Groups

Workflow Basics

• Designing Workflows

DAY 2

Workflow Basics (cont’d.)

• Basic Workflow Configuration
• Configuring Decision Step Sources

Controlling Data Integrity Using Validations

Request Process Configurations

• Configuring Request Workflows

DAY 3

Request Process Configurations (cont’d.)

• Configuring Request Header and Request Types
• Using Request Type Rules
• Setting Status Dependencies
• Automating System Executions in Requests

DAY 4

Defining Environments

• Configuring Environment Definitions
• Referencing Environments in Workflow Steps

Package Process Configurations

• Configuring Package Workflows
• Configuring Object Types

DAY 5

Integrating Parallel Request Processes

• Types of Request-Request Relationships
• Configuring the Workflows
• Defining User Restrictions

Integrating Request and Package Processes

• Types of Request-Package Relationships
• Configuring the Workflows
• Defining User Restrictions