IBM Engineering Workflow Management Administration for Process Administrator

Course Overview

This course is designed to provide students with the knowledge needed to configure Engineering Workflow Management project areas and process templates so that change and release management can be effectively adopted by the project team. Topics include Understanding ELM, Managing Project Areas, Managing Reports, and Creating and Managing Process Templates. 

Target Audience

This course is intended for Project Managers and Project Administrators

Course Objectives

Upon completion of the course, students will be able to:

• Define how ELM is used 
• Create and configure a project area
• Manage reports and report templates 
• Define roles to control actions and behaviors in a project area 
• Configure a project and team area
• Audience
• Project Managers Project Administrators
• Prerequisites
• Essentials of IBM Engineering Workflow Management (WBT) or equivalent
• Understand basic software development principles

Course Content

Managing Project Areas 

Process templates

• Template overview
• FPM template
• Scrum template 

Project area elements 

• Terminology 
• Project area architecture 
• Project area elements
• Access control 
• Process control
• Roles 
• Team areas 
• Work item categories
• Timelines and iterations 

Setting up a project area 

• Connecting to the repository 
• Creating a project area 
• Adding members
• Initializing work items 
• Managing a team area 
• Assigning a process role to team members 
• Sending invitations
• Creating work item categories 

Process Templates 

• Overview 
• Template overview 
• Template types 

Working with process templates 

• Export and import 
• Create from scratch 
• UI configuration tools
• Template configuration

Configuring timelines 

• Iteration hierarchy
• Timeline naming 

Defining roles and permissions

Initializing a project area

• Overview 
• The setup project action 
• The create team areas action

Customizing work items

• Overview
• Enumerations 
• Categories, types, and attributes 
• Value-set providers 
• Workflows
• Creating and editing a workflow 
• Binding workflows 
• Customizing work items 
• Editor presentations 
• Custom editors 
• Editor presentation bindings 
• Testing 

Configuring operation behavior 

• Overview 
• Project configuration 
• Team configuration 
• Team reports
• Reports in the web client
• Reports in the team artifacts view 
• Viewing a report 
• Report resources 
• Creating reports 
• Formatting reports 
• Publishing and importing reports 
• Scrum report templates 
• Editing report parameters 

Configuring Dashboards 

• Dashboard overview 
• Adding pages and widgets 
• Configuring widgets 
• Configuring dashboard templates

Course Prerequisites

To benefit from this course, students should have the following skills or experience:

• Essentials of IBM Engineering Workflow Management (WBT) or equivalent
• Understand basic software development principles