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Test C2010-571: IBM Tivoli Process Automation Engine V7.5 Implementation


Section 1:Platform Configuration


  1. Given that a Tivoli process automation engine (Tpae) product is to be installed, and install language packs so that Tpae can be used with additional languages.
    With emphasis on performing the following tasks:

    1. Define language packs during the automated installation process.

      1. Select base language during installation process.

      2. Select additional languages during installation process.

    2. Define language packs during the manual installation process.

      1. Select base language during installation process.

      2. Select additional languages during installation process.

      3. Run tdtoolkit for additional languages.

    3. Define language packs after Tivoli process automation product installed - automated.

      1. Run installation program and select additional languages.

    4. Define language packs after Tivoli process automation product installed - manual.

      1. Run tdtoolkit for additional languages.

  2. Given that the Tpae has been installed and the basic system data has been set up, configure the database objects based upon the customer's requirements so that database objects are configured.
    With emphasis on performing the following tasks:

    1. Add a new object.

      1. Open the Database Configuration application.

      2. Click on the New Object button.

      3. Enter an object value and description.

      4. If applicable, in the Service field, specify a value or accept the default of CUSTAPP.

      5. Specify the scope of the object in the Multi-Site scheme.

      6. As required, enter additional information.

      7. If required, select Audit Enabled to edit the filter field for E-audit.

      8. As required, add or modify object attributes.-Click on the Attributes tab.-Click on the New Row button.-Enter an Attribute value.-Optional: modify the values in the Title and the Description fields.-Specify the data type of the attribute. -As required, enter additional information.-Click Save Object, or click New Row to insert another -attribute.

      9. As required, add or modify object relationships.-Click on the Relationships tab.-Click on the New Row button.-Enter a relationship name.-Create a Where Clause.-Select a Child Object.-If needed, enter any comments in the Remarks field. -Click Save Object, or click New Row to insert another relationship.

    2. Perform database configuration.

      1. As applicable, perform a database configuration by using a command line and shutting down the application server.-Ensure all users are logged out of the system.-Shut down the application server. -Open a command prompt and change directory to: <Maximo home directory>\tools\maximo.-Type configdb. -Restart the application server after the configuration is completed.

      2. As applicable, perform a database configuration from within the application without shutting down the application server.-In the database configuration application, select Manage Admin Mode from the select action menu.-If necessary modify the Admin Mode parameters and click Update Properties for the parameters to take effect.-Click Turn Admin Mode ON. -Select the Apply Configuration Changes from the select action menu to configure the database.-Click Admin Mode OFF after the configuration is completed.

  3. Given that a Tpae product has been installed and the basic system data has been setup, create a new or change an existing application screen layout based upon the customer's requirements so that the screen layout has been modified.
    With emphasis on performing the following tasks:

    1. Start the Application Designer application.

    2. Select the specific application UI that is required to be modified.

      1. Select the field or structure that needs to be changed.

      2. Delete existing fields and/or controls.

      3. Select new field controls through the Control Palette.

      4. Assign actions and descriptions to the new controls through Control Properties.

      5. Repeat to complete all modifications.

      6. Click Save Application Definition.

    3. Clone an existing application and modify clone.

      1. Select application to clone.

      2. Select Action, select Duplicate Application Definition.

      3. Enter application name.

      4. Enter description.

      5. Click OK.

      6. Select the field or structure that needs to be changed.

      7. Delete existing fields and/or controls.

      8. Select a new field and/or controls through the Control Palette.

      9. Assign actions and descriptions to the new controls through Control Properties.

      10. Repeat to complete all modifications.

      11. Click Save Application Definitions.

  4. Given that a Tpae product has been installed and the basic system data has been set up, analyze and tune the system so that the system performs to client specifications.
    With emphasis on performing the following tasks:

    1. Generate thread dumps and analyze.

    2. Log verbose gc information and analyze.

    3. Review the maximo.log for fetchResultLogLimit, logSQLTimeLimit, and mbocount properties output.

    4. Review network latency and bandwidth.

    5. Review OS resources.

    6. Review database performance.

    7. Tune areas based on analysis.

    8. Run 'real-world' load tests.

    9. Repeat until performs to client specifications.

  5. Given that a Tpae product has been installed and the basic system data has been set up, define and set systems properties per customer configuration and system requirements so that system properties are defined.
    With emphasis on performing the following tasks:

    1. The system properties determine the behavior of the application.

    2. Open System Properties application.

    3. Determine the property that needs to be changed and expand the View Details for that Property Name.

    4. Define Global Value.

    5. Click Save.

    6. Repeat above steps until all system properties defined.

    7. Check box for all modified properties that allow for a live refresh.

    8. Select Action/Select Live Refresh.

    9. Click OK.Note: Values in the maximo.properties override the system properties settings maintained in the database

  6. Given that Tpae has been installed and the basic system data has been set up, define and create item set and company set so that the sets can be used to share data across Organizations.
    With emphasis on performing the following tasks:

    1. Sets allow multiple organizations to share item data and vendor information. The set level includes two kinds of sets: Item and Company (for vendor information).

    2. Open the Sets application.

    3. Click the New Row to add one or more sets.

    4. Set the following information:

      1. Set

      2. Description

      3. Type

    5. If Type is ITEM, set the Default Item Status as needed.

    6. If Type is COMPANY, set the "Automatically Add Companies to Company Master" checkbox as needed. If it is TRUE, the user is able to create companies directly in the Companies application. If it is FALSE, then the Company has to be created first in the Company Master application and after added to organization.

    7. Click the Save Sets button.

  7. Given that the Tpae has been installed and the basic system data has been set up, including sets and currency codes,define and create organizations and sites so that the organization and site can be used in the application processes.
    With emphasis on performing the following tasks:

    1. Organizations and Sites correspond to logical divisions within the company and determine how data is shared or not shared.

    2. Open Organizations application.

    3. Click the New Organization button.

    4. Set the following data:

      1. Organization

      2. Description

      3. Base Currency 1

      4. Item Set

      5. Company Set

      6. Default Item Status

    5. Under Addresses tab, click the New Row button to add one or more Organization addresses.

    6. Set the Address code and optionally set the Description, Address, City, State, ZIP / Postal Code, Country ,and Tax Code 1.

    7. In the Sites tab, under Sites section, click the New Row button to add one or more Sites to the Organization.

    8. Set the following data:

      1. Site

      2. Description

    9. Under Addresses for Site section, Click the New Row button to copy Organization Address to Sites.

    10. In the Address field, click the Detail button to select a predefined Address code.

    11. Click the Save Organization button to save the Organization.

    12. After creating the Organization and Sites, you have to activate both. But in order to activate the Organization at least one GL Account has to be created in the Chart Of Accounts application to be used as the Organization Clearing Account. Go to Chart Of Accounts application and create required GL Components and at least one GL Account.

    13. In the Organization application, set the Clearing Account field and Activate Organization and Site by setting both Active? Checkbox.

    14. Click the Save Organization button to save the Organization.

  8. Given that the Tpae has been installed, the basic system data has been set up, and that the user is logged in, create a new cron task so that the cron task is created and ready to schedule jobs or tasks.
    With emphasis on performing the following tasks:

    1. Cron tasks are used to run scheduled jobs or tasks.

    2. Open the Cron Task Setup application.

    3. Click the New Cron Task Definition button.

    4. Enter the following information:

      1. cron task name

      2. cron task description

      3. name of crontask class

      4. access level

    5. Click the Save Cron Task button.

    6. Define the instance schedule and parameters.

    7. Activate cron task instances.

  9. Given that a Tpae product has been installed and the basic system data has been set up, define and create conditional expressions so that conditional expressions are defined
    With emphasis on performing the following tasks:

    1. You can create and maintain a library of conditional classes and expressions. These classes and expressions allow you to determine a user's access to fields, tabs, and other user interface controls within applications.

      1. SQL Expression syntax: for conditional expressions and classes.The system uses a syntax similar to SQL as well as additional variables.

      2. Classes Sample conditional expressions and classes:The system uses the following conditional expressions and condition classes.

    2. Open Conditional Expression Manager application.

    3. Click New Row.

    4. Enter the following data:

      1. Condition

      2. Type-Expression: The system uses a syntax similar to Structured Query Language (SQL), as well as additional variables.-Classes: The condition is validated on the logic of a Boolean Java class.

      3. If type is Expression, then set the Expression field. If type is Class, then set the Class field.

    5. Click Save.

    6. Repeat above steps until all conditions created.

  10. Given that a Tpae product has been installed and running, configure the appropriate attached document settings so that attachments are configured.
    With emphasis on performing the following tasks:

    1. Add Document Folders.

      1. Open an application that has the Attached Documents action. If an application has the Attached Document action, it has the Attachments Library/Folders action in the Select Action menu.

      2. Select Action / Select Attachment Library/Folders / Manage Folders.

      3. Click Add a New Document Folder.

      4. Enter the following:-Document folder-Description-Default file path

      5. Click OK.

    2. Associate Document Folder with applications.

      1. Select Action / Select Attachment Library/Folders / Associate Folders.

      2. Click New Row.

      3. Select Document folder.

      4. Click OK.

    3. Configure Attached Documents.

      1. Create a doclinks directory on the server where the documents will be stored.

      2. Share the drive.

      3. Create default subdirectory under the doclinks directory.-If WebLogic:-Create WEB-INF subdirectory under the doclinks directory.-Copy the web.xml from the deployment folder into the directory just created.

    4. Configure the Application Server for Attached Documents.

      1. If using a WebLogic application server:-Stop the application server.-Back up the config.xml file in the domain in which you want to configure the Web application.-Start the application server.-From a browser log in to the Administration Console by specifying the following URL: http://<hostname>:<port>/consolewhere <hostname> is the name of the machine and <port> is the port number of the Application Server.-In the left pane, under the Deployments node, click Web Application Modules. The right frame refreshes.-Delete the existing Web application named doclinks if one already exists on your system.-In the right pane, click Deploy a new Web Application Module. The right pane refreshes.-Navigate to the location of the doclinks directory.-Click the radio button to select the doclinks directory, then click Target Module at the bottom of the screen.-If more than one server, you must select the server on which you want to deploy your new Web Application module then click Continue.-Review choices. The name must be the root directory name where the documents are stored. The name is case sensitive.-Click Deploy. The Web application you created appears in the Web Application tree in the left pane.

      2. If using a WebSphere Application Server:-Navigate to the location of the httpd.conf file for the IBM HTTP Server.-Back up the httpd.conf file.-Open the httpd.conf file in a text editor.-Find the section that begins with the following line - #This should be changed to whatever you set DocumentRoot to.-Edit this Directory line to specify the doclinks directory you created.-Find the section that begins with the following lines

      3. DocumentRoot: The directory out of which you will serve your

      4. documents. By default, all requests are taken from this directory, but

      5. symbolic links and aliases may be used to point to other locations.-Edit this DocumentRoot line to specify the doclinks directory you created.-Save and Close the file.-Restart the HTTP server.

    5. Edit the Paths in Maximo.

      1. Open System Properties application.

      2. If WebSphere, Configure 2 properties as follows:-mxe.doclink.doctypes.defpath /Global Value: Path to folder (i.e. c:\doclinks\default)-mxe.doclink.path01 /Global Value: C<PATH>\doclinks=http://<servername>/

      3. If WebLogic, Configure 2 properties as follows:-mxe.doclink.doctypes.defpath /Global Value: Path to folder (i.e. c:\doclinks\default)-mxe.doclink.path01 /Global Value: C<PATH>\doclinks=http://<servername>:<port>/doclinks

      4. Optional: Change the value of the following property:mxe.doclink.maxfilesize /Global Value: size in MB

      5. Click Save.

  11. Given that a Tpae product has been installed and the basic system data has been set up, define log levels so that log levels are defined
    With emphasis on performing the following tasks:

    1. Logging application is used to capture information from various activities within Tpae by using 1 of 5 information levels: error, warn, debug, info, fatal.

    2. Open Logging application.

    3. Expand the View Details for the Root Logger you are setting.

    4. Change Log Level.

    5. Add Loggers are needed.

    6. Change Log Level on the Loggers you are setting.

    7. Click Active check box.

    8. Click Save.

    9. Repeat above steps until all logging settings defined.

    10. From the Select Action/select Apply Settings.Note: If a logging.properties file exists, you override the logging settings maintained in the database when the Application Server is restarted.


Section 2:Financial Configuration


  1. Given that a Tivoli process automaton engine (Tpae) product has been installed, the basic system data has been set up and the GL account components have been configured, create or modify GL accounts so that the chart of accounts is defined and GL accounts can be used in the application processes.
    With emphasis on performing the following tasks:

    1. A chart of accounts is a set of GL accounts that an organization uses to track expenses.

    2. Open Chart of Accounts application.

    3. Select an organization.

    4. Click the New Row button to add one or more GL accounts.

    5. Enter the following information:

    6. GL Account field - click the Detail button and build an account by using the predefined components for the current organization.

    7. Active date.

    8. Active?

    9. Click the Save GL Account button.

    10. Once a GL account is defined it is not possible to change the account identifier, but the fields Active Date and Expiration Date can be updated.

  2. Given that Tpae product has been installed and the basic system data has been set up, create or modify currency codes so that currency codes can be used in the application processes.
    With emphasis on performing the following tasks:

    1. A currency code is a short, user-defined value; create to represent a currency, for example, USD for the US dollar.

    2. Open Currency Codes application.

    3. Click the New Row button to add one or more currency codes.

    4. Enter the following information:

      1. Currency

      2. Description

      3. Active?

    5. Click the Save Currency button.

    6. Once the currency code is entered it is not possible to change the currency identifier, but both Description an Active fields can be updated.

    7. Also, a currency code cannot be deleted if it is being referenced in any other object, like ASSET, WORKORDER, etc...


Section 3:Security Configuration


  1. Given that a supported Tivoli Directory Server has been installed and configured and the Application Server has been configured for application server security, define and configure the files to enable application server security in Tivoli process automation engine (Tpae) so that system is configured to use application server security (LDAP).
    With emphasis on performing the following tasks:

    1. Define files required to configure to use application server security:

      1. ibm\SMP\maximo\applications\maximo\properties\maximo.properties

      2. ibm\SMP\maximo\applications\maximo\maximouiweb\webmodule\WEB-INF\web.xml

      3. ibm\SMP\maximo\applications\maximo\mboweb\webmodule\WEB-INF\web.xml

    2. Configure Maximo files to use global security.

      1. Add the following property in the maximo.properties file:-mxe.useAppServerSecurity-Set the value of the property to 1-Save the file

      2. Uncomment the following lines in the ibm\SMP\maximo\applications\maximo\maximouiweb\webmodule\WEB-INF\web.xml file:<login-config><auth-method>BASIC</auth-method><realm-name>Maximo Web Application Realm</realm-name></login-config>

      3. Set the useAppServerSecurity setting to 1 in the same file.

      4. Uncomment the following lines in the <security-constraint><web-resource-collection><web-resource-name>Maximo UI pages</web-resource-name><description>pages accessible by authorised users</description><url-pattern>/ui/*</url-pattern> <http-method>GET</http-method> <http-method>POST</http-method> </web-resource-collection> <web-resource-collection> <web-resource-name>Maximo UI utility pages</web-resource-name> <description>pages accessible by authorised users</description> <url-pattern>/webclient/utility/*</url-pattern> <http-method>GET</http-method> <http-method>POST</http-method> </web-resource-collection> <auth-constraint> <description>Roles that have access to Maximo UI</description> <role-name>maximouser</role-name> </auth-constraint> <user-data-constraint> <description>data transmission gaurantee</description> <transport-guarantee>NONE</transport-guarantee> </user-data-constraint> </security-constraint>

      5. Save the file.

      6. Uncomment the following lines in the ibm\SMP\maximo\applications\maximo\mboweb\webmodule\WEB-INF\web.xml file: <security-constraint> <web-resource-collection> <web-resource-name>Maximo Report Tool</web-resource-name> <description>pages accessible by authorised users</description> <url-pattern>/reporttool/*</url-pattern> <http-method>GET</http-method> <http-method>POST</http-method> </web-resource-collection> <auth-constraint> <description>Roles that have access to Maximo Report Tool</description> <role-name>maximouser</role-name> </auth-constraint> <user-data-constraint> <description>data transmission gaurantee</description> <transport-guarantee>NONE</transport-guarantee> </user-data-constraint> </security-constraint>

      7. Set the useAppServerSecurity setting to 1 in the same file.

      8. Save the file.

      9. Build the Maximo EAR file.-Open a command prompt.-Change to ibm\SMP\maximo\deployment folder.-Type buildmaximoear.-Press Enter.Deploy the Maximo.ear file in the appropriate Application Server.

    3. Set up synchronization cron task.

      1. Open the Cron Task Setup application.

      2. Complete one of the following steps:-If WebLogic, set the LDAPSYNC cron task to Active.-If WebSphere, set the VMMSYNC cron task to Active.

      3. Set a schedule.

      4. Define the following parameters for the LDAPSYNC cron task and the VMMSYNC cron task.LDAPSYNC Parameter - DescriptionCredential - LDAP credentialsHost - The GROUP XML that the LDAP task usesPort - LDAP connection portPrincipal - LDAP principalSSLEnabled - LDAP connection SSL enabledSynchAdapter - LDAP synchronization adapterSynchClass - LDAP synchronization ClassSynchParameter - Parameter name, value pairs delimited by commaUserMapping - The USER XML that the LDAP task uses
        VMMSYNC Parameter - DescriptionCredentialVMM admin credentialsGroupMapping The USER XML that the VMM task usesGroupSearchAttribute VMM search attribute to query group recordsPrincipalVMM admin principalSynchAdapter VMM synchronization adapterSynchClassVMM synchronization ClassUserMapping The USER XML that the VMM task uses

  2. Given that the Tpae has been installed, the basic system data has been set up, set up and configure a security group so that a security group has been created with application and functional access defined.
    With emphasis on performing the following tasks:

    1. Open the Security Groups application.

    2. Click New Security Group button.

    3. Fill-in the fields:

      1. Name the Security Group

      2. Assign start center template

      3. Specify applicable Site(s)

      4. Specify applicable Applications(s)

      5. Specify applicable Storeroom(s)

      6. Specify applicable Labor(s)

      7. Specify applicable GL Components(s)

      8. Specify the Limits and tolerances(s)

      9. Specify applicable Data Restrictions

      10. Specify applicable User(s)

      11. Click the Save button.

    4. Repeat above steps until all required security groups have been created.


Section 4:Migration Configuration


  1. Given that a Tivoli process automaton engine (Tpae) product has been installed and the basic system data has been set up, use migration manager so that a migration package is created and imported.
    With emphasis on performing the following tasks:

    1. Define a package.

      1. Open Migration Manager.

      2. Select New Package Definition.

      3. Enter the Package Definition name and description.

      4. Select the type of package:-Snapshot-Change

      5. Select the type of Processing Action:-Replace-AddChange

      6. Set batch size (optional).

      7. Select Change Role (if package type is Change).

      8. Add one or more Migration Group.

      9. Add one or more Complied sources.

      10. Set the Where Clause (if package type is Snapshot) for each migration group.

      11. Save.

      12. Select Manage Targets.-Enter the following information:-Target name and description-Select the type of target-For database, enter the following information:-Database URL-Driver Name-User Name-Password-Schema Name [optional]-Select the Test button.-For file, enter the following information:-File Path-Select OK

      13. Select the Distribution tab.

      14. Select new row in Distributions section.

      15. Enter the Target Name.

      16. Save.

    2. Change status to APPR.

    3. Create a package.

      1. Select the Package tab.

      2. Select the Create button in the Packages section.

      3. Select the Processing Action.

      4. Enter the Readme Information.

      5. Enter the Complied sources.

      6. Select Continue.

      7. Select OK..

    4. Distribute a package.

      1. Select the Distribute button.

      2. Select one or more target name.

      3. Select OK.

    5. Deploy a package.

      1. Select the Upload Package button.

      2. Select the Browse button.

      3. Find and select the package to be imported.

      4. Select OK.

      5. Select the Deploy Package button.

      6. Select one or more of the following checkboxes:-Preview?-Include Database Configuration Commands?-Rollback point.-Do you have a current backup?-Skip prompts to create attribute rules?

      7. Select the package to be deployed.-Note: you may have to turn admin mode on.

      8. Select the Deploy button.

  2. Given that a Tpae product has been installed and the basic system data has been set up, create a migration collection based upon the customer's requirements so that a migration collection has been created.
    With emphasis on performing the following tasks:

    1. You can add a configuration record to a migration collection only if the record is supported by a migration object that can migrate the data that is contained in the record. Each configuration record in a migration collection is identified by its keys. Related configuration records can also be added to migration collections.

    2. In the Migration Collections application, click New Migration Collection.

    3. On the Migration Collection tab, specify a name for the collection.

    4. Optional: To enable other users to modify or delete the collection, select Is Public.

    5. In the Configurations section, click New Row.

    6. In the Application field, select the application from which you want to select configuration records and then click Go To Application.

    7. In the List tab of the application that you selected, select a configuration record and then click Return With Value.

    8. Add additional records to the migration collection.

    9. Save the migration collection.


Section 5:Start Center Configuration


  1. Given that the Tivoli process automation engine (Tpae) has been installed, the basic system data has been set up, configure the Start Center and portlets so that a Start Centers is available and assigned to a security group.
    With emphasis on performing the following tasks:

    1. Go to the Start Center.

    2. To create a new template:

      1. Click Create New Template.

      2. Fill-in the data:

      3. Enter the name of the template in the description field.-Select the layout format.-Associate portlet and screen formatting.-Change the layout order.-Repeat above steps until all portlets have been assigned to the left and/or right column of the Start Center.-Click the Finished button.

    3. To modify a portlet:

      1. Click Edit Portlet.

      2. If applicable, select Actions.

      3. If applicable, select a Result Set Query.

      4. Select the columns to display.

      5. If applicable, modify Display Options:

      6. Choose Condition attribute.

      7. Set Expression.

      8. Set condition value.

      9. Set color (from values list).

      10. Add another color alert until all required are created.

      11. If applicable, modify Chart options.

      12. Set Default display.

      13. Enter Chart type.

      14. Enter Grouping field.

      15. Repeat above steps until all modifications have been performed.

      16. Click Finished.

    4. As applicable, associate a Start Center template to a Security Group.

    5. In the Security Group application, retrieve the Security Group.

    6. Select the Start Center template.

    7. Go to the Start Center and click Update.

    8. To modify a Start Center template:

      1. Click Modify Existing Template.

      2. Select a template from the list view.

      3. If the new modifications are related to content, screen layout and/or positioning of portlets, Select Change Content/Layout.

      4. If applicable, modify any of the following:

      5. Order to change the positioning of the portlet on the Start Center.

      6. The layout format.

      7. Remove existing portlets by selecting the thrash can (delete) button.

      8. Add new portlets by clicking the Select Content.

      9. Repeat above steps until all modifications of the template have been performed.

      10. Click the Finished button.


Section 6-1:Process Management Configuration and Administration


  1. Given that a Tivoli process automation engine (Tpae) product has been installed and the basic system data has been set up, explain multi-site levels so that the purpose of multi-site levels have been defined.
    With emphasis on performing the following tasks:

    1. The basic units of a multi-site implementation are organizations and sites. An enterprise can have multiple organizations; each organization can have multiple sites. Organizations and sites are virtual entities that can accommodate many different kinds of business practices. Organizations and sites do not necessarily correspond to physical sites or facilities.

    2. To use the multi-site capability, the administrator installs the application software once and sets up multiple sites that can access the software and the system database. Although a single database is used, the multi-site capability provides site-specific independence for certain kinds of data. For example, different sites can share the same vendor list but still keep their work order and inventory records separately.

    3. The multi-site capability creates an environment that has the following characteristics:

      1. All sites use the same system database.

      2. All sites use the same product instance, which runs on an application server.

      3. Users at any site can access applications by using a Web browser.

      4. Different sites can keep certain operations separate, according to their business needs and the constraints of the application architecture.

    4. Sites.

      1. A site is typically a facility in an organization where work is managed. These activities include managing assets and physical locations by using preventive maintenance schedules and work orders, managing inventory in storerooms, processing stock replenishment, and other supply chain-related activities.

    5. Organizations.

      1. An organization is typically a financial entity in an enterprise in which all financial transactions are maintained in one base currency. Each organization maintains its own GL account, which is available to all sites that belong to that organization.

    6. Applications that store data at the site level require that the identifier field for each record is unique within the site. However, an identifier can be used within other sites and organizations. Only users who have security permission for the site and the application can view the records.

    7. Except for system settings and autonumber settings, options can apply at either the organization or site level, regardless of the level at which the application stores data. Even if an application stores data at the application level, it can have settings that are applied at the organization level.

  2. Given that a Tpae product has been installed and the basic system data has been setup, creating a new or change an existing Domain based upon the customer's requirements so that domains have been created or modified.
    With emphasis on performing the following tasks:

    1. Open the Domains application.

    2. To modify an existing domain, select one from the list tab or search for a specific Domain by using a filter. Make changes to the existing domain values or click New Row for additional domain value.

      1. Change Object to change the data object of the domain if applicable.

      2. Change SQL statements of the List Where Clause and the Validation Where Clause if applicable.

      3. Change Error Message Group and Error Message Key fields if applicable.

      4. Change Organization/Site assignments if applicable.

      5. Change Length and Scale if applicable.

      6. Change Description if applicable.

      7. Change Source Field, Destination Field, Accept NULL value?, No Overwrite?, Condition on Source, Condition on Destination, Sequence if applicable.

      8. Change Range Minimum, Range Maximum, Interval if applicable.

    3. To create a new domain, click Add New Domain and select the type of new domain based on the customer requirements.

      1. Specify a name for the new data domain in the Domain field and a description.

      2. Select the data type from the drop down list of the Data Type field if applicable.

      3. Specify the field length of the new data object if applicable.

      4. Specify Object of the Domain if applicable.

      5. Specify SQL statements of the List Where Clause and the Validation Where Clause if applicable.

      6. Specify Error Message Group and Error Message Key fields if applicable.

      7. Specify Organization/Site assignments if applicable.

      8. Specify Length and Scale if applicable.

      9. Specify Source Field, Destination Field, Accept NULL value?, No Overwrite?, Condition on Source, Condition on Destination, Sequence if applicable.

      10. Specify Range Minimum, Range Maximum, Interval if applicable.

    4. Click the Save button.

  3. Given that a Tpae product has been installed and the basic system data has been set up, configure the required resources so that resources can be used on transactional records.
    With emphasis on performing the following tasks:
    The applications in the Resources module (within the Administration module) are used to create records about the people in the workforce. The people whom are documented can include internal and external workers, and other people whose names or IDs might be listed on other records.

    1. Set up CraftsThe Crafts application can be used to define craft records for a work plan, and to define skill levels, standard rates, and premium pay codes for crafts. The craft code reflects the type of work that employees and contractors perform. Labor records can be associated with crafts and skill levels and multiple skill levels can be specified for each craft.To distinguish between a junior level mechanic and a senior level mechanic, there is no need to create two separate craft records. One mechanic craft record can be created and set up junior and senior skill levels within the mechanic craft. Each skill level within the mechanic craft can have different standard rates.

      1. Access the Craft application from the Administration module and Resources sub-module.

      2. Create a new craft record. -Select New Craft button.-Enter a craft ID and a description.-Enter a "Standard Rate".-Select the Save button.

      3. Assign a skill level. -Select the New Row button in the Skill Levels table window.-Select a skill from the skill field lookup.-Enter a skill description (if applicable).-Enter a "Skill Level Rank".-Enter a "Standard Rate".-Select the Save button.-Repeat above steps as applicable.

      4. Assign Outside Rates. -Select the New Row button in the Outside Rates table window.-Select a skill from the Skill field lookup.-Select a vendor from the Vendor field lookup.-Select a contract from the Contract field lookup (optional).-Enter a standard rate (if applicable).

      5. Assign a premium pay. -Select the New Row button.-Select Premium Pay Code.-Alter the Rate (optional).-Change theRate Type (optional).-Enable the Inherit Rate from Craft ? checkbox (if applicable).

      6. Create a new premium pay code. -Select Manage Premium Pay Code from the action menu.-Select the New Row button.-Enter a "Premium Pay Code" and a description.-Enter a "Default Rate".-Select a "Default Pay Rate".-Enable Apply to New Crafts ? checkbox (if applicable).-Repeat steps A to F as required.

      7. Save the Craft record.

    2. Set up LaborSimilar to person records, labor records contain personal information, but are designed to store information about the worker, such as craft, skill level, hours worked, certifications, and so forth. On the other hand, person records contain personal information, and general information, such as workflow and purchasing information. In the People application, the personal information is stored in database columns that are shared with the Labor application. Either the Labor application or People application can be used to add or change the data in these fields.Before creating a labor record, a corresponding person record in the People application should be created. A person record is unique within the database. A labor record is unique within an organization. A single person record can be listed on labor records in multiple organizations. However, a person record can only be listed on a single labor record within each organization.

      1. Access the Labor application from the Administration module and Resources sub-module.

      2. Create a new labor record. -Select the New Labor button in the Crafts table window.-Enter a "Labor" code.-Select the Yes button, if "A person record does not exist for <NAME>. Would you like to create one?" dialogue appears.-Enter a "First Name".-Enter a "Last Name".-Enter a primary phone (optional).-Enter a primary email (optional).-Enter a supervisor (optional).-Enter a "Work Site" (optional).-Enter a "Work Location" (optional).-Select the save button.

      3. Associate a craft record.-Select the New Row button.-Select the craft from the Craft field.-Enable Inherit Rate from Craft ? checkbox (if applicable).-Change the Rate if step C is not selected (optional).-Repeat above steps .-Enable Default Craft for Labor ? (if applicable).-Select the save button.

      4. Associate a qualification. -Select the New Row button in the Qualification table window.-Select a "Qualification".-Enter a "Certificate" number(if required).-Enter a "Validation Date".-Enter a "Effective Date".-Enter a "Evaluation Method".-Enter the Validation By.-Enter the Issuing Authority.-Repeat steps A to H as applicable.-Select the Save button.

      5. Update a qualification. -Select the Qualification tab.-Highlight the applicable qualification to be update.-Select the Extend/Renew Qualification button.-Enter a "Certificate" number(if required).-Enter a "Validation Date".-Enter a "Effective Date".-Enter a "Evaluation Method".-Enter the Validation By.-Enter the Issuing Authority.-Select the OK button.-Select the Save button.

      6. Inactive a qualification. -Select the Qualification tab.-Highlight the applicable qualification to be update.-Select the Change Qualification Status button.-Select the Inactive status in the New Status field.-Enter a memo.-Select the OK button.-Select the Save button.

      7. Inactive a labor. (CK)-Find the labor to be inactived. -Select the Change Status button.-Select the Inactive status in the New Status field.-Enter a memo.-Select the OK button.-Select the Save button.

    3. Set up PeopleThe People application can be used to create, modify, view, and delete records for individuals. The People application stores information about individuals, such as users, laborers, asset owners, and supervisors who receive workflow notifications. A person record is a record for an individual whose name could appear as a text field value. Workflow assignments are made to roles. All roles resolve to a person, to a person group, or to an e-mail address. The name of a person is used as the text field value in the Reported By field or in the Affected Person field on a service request, in the Supervisor field on a labor record, or in a Ship To field or Bill To Attention field on a purchasing record. A person record must be created for any individual who is assigned tasks as part of a workflow process. When records are created in the Labor application and in the Users application, a person record must be created. Person records might have to be created for other individuals who do not have records in the Labor application or in the Users application.Person records that are created for use as part of workflow processes contain the values in the following fields:Supervisor: The person who oversees or manages the individual. This information is used for escalations. Primary E-mail: The E-mail address where notifications are sent. Primary Calendar: The work calendar that the individual follows, which is used when determining assignments and escalations. Primary Shift: The shift that the individual works, which is used when determining assignments and escalations. Workflow E-mail Notification: The circumstances when the individual receive e-mail notifications for task assignments.Workflow Delegate:The person designated to receive assignments when the primary individual is unavailable for an extended time. Delegate From and Delegate To:The time period when workflow processes route assignment to the delegate.

      1. Access the People application from the Administration module and Resources sub-module.

      2. Create a new Person record.

      3. Specify a unique person identifier.

      4. Optional: Type a nickname in the Display Name field (if you change the First Name field or Last Name field, these changes overwrite the nickname in the Display Name field).

      5. Specify employee related information.

      6. Specify workplace related information.

      7. Optional: Specify workflow and work order information.

      8. Optional: Specify important dates, and procurement card details.

      9. Click Save Person.

    4. Set up Person GroupsThe Person Groups application can be used to manage the groups of workers within your organization. A person group can be the recipient of a document that is routed by a workflow process. If a document is routed to a person group, everyone in the group receives the document, unless the process is configured to send the document only to the person whose calendar indicates availability. A primary member of a group who is designated as a group default cannot be deleted. Roles can be assigned to person groups using the Roles application. The Work Order application can be used to assign a person group to a work order or use the Service Requests/Incidents/Problems application to assign a ticket to a person group.

      1. Access the Person Groups application from the Administration module and Resources sub-module.

      2. Create a new Person Group.

      3. Specify a name for the Person Group.

      4. Assign one or more person to the group.

      5. Select the group, site and organization default for the Person Group (first person assigned to the group will be automatically selected as group default).

      6. Specify sequence, used for prioritizing.

      7. Optional: Select alternates

      8. Click the Save button.

    5. Set up QualificationsThe Qualifications application can be used to create qualifications and certification requirements for qualifications. A qualification is often indicated by a license or certificate that signifies proficiency in a particular skill. By using corresponding labor records, individuals can be associated with a qualification. Qualifications associated with a particular labor record can be viewed and the status of qualifications can be renewed and changed.

      1. Access the Qualification application from the Administration module and Resources sub-module.

      2. Create a new qualification record. -Select the New Qualification button in the Qualification tab.-Enter a "Qualification" code and a description.-Select a "Qualification Type".-Select the Save record.

      3. Determine the Certificate Information. -Enable the Certificate Required ? (if applicable).-Enter the Evaluation Method (optional).-Enter the Issuing Authority (optional).-Enter the Duration of the certification (optional).-Select the Duration Period.Enter the Required Use Length (optional).-Select the Required Use Period.

      4. Determine the Required Craft and Skill Levels. -Select the New Row button in the Required Craft and Skill Levels table window.-Select the craft (required) and skill level (optional).-Repeat above steps as required.-Select the Save button.

      5. Determine the Tools That Require This Qualification. -Select the New Row button in the Tools That Require This Qualification.-Select the Tool in the tool field lookup.-Repeat above steps as required.-Select the Save button.

  4. Given that Tpae product has been installed and the basic system data has been set up, configure the import and export data for user groups so that users can import and export data.
    With emphasis on performing the following tasks:

    1. The Import and Export action enables a user with no access rights to Integration applications, to import or export data by using a shortcut in each application.

    2. Open the Object Structure application and select a desired object to be used when importing / exporting data. E.g. MXASSET.

    3. Under Select Action menu, there are two options:

      1. Add/Modify Application Export Support

      2. Add/Modify Application Import Support

    4. In both options, click the New Row button to add one or more applications. E.g. ASSET.

    5. Define the file type ( XML or Flat file ).

    6. Define the Maximum count. Default is 100 records.

    7. Click the OK button.When an application is enabled to use both functionalities, it creates new Signature Options that can be granted to Security Groups. If a Security Group does not have access to these Signature Options, the users will not see these options.

    8. In order to grant Security Groups access to both options, open the Security Groups application and select a group. E.g. MAXADMIN.

    9. Under Applications tab, select the ASSET application.

    10. Under Options for Assets section, flag either options Application Import and/or Application Export.

    11. Click the Save Group button.

    12. In order to apply the Security profile changes, the current user has to log out and log in the application.

    13. Open the Assets application.

    14. In the options toolbar, there are two new buttons (Green Arrows), named as Application Import and Application Export.

    15. Click the Application Import button to import data.

    16. Select the appropriate Object Structure available for the current application.

    17. Click the Browse button to open the file containing the data to be imported.

    18. Click the OK button to perform the data loading.

    19. Click the Application Export button the export the current record.

    20. Select the appropriate Object Structure available for the current application.

    21. Define the Export method ( XML or Flat file ).

    22. If this is XML file, define the operation to be used, e.g. Sync.

    23. If this is Flat file, define the Delimiter and Text Qualifier.

    24. Click the OK button to export the current record.


Section 6-2:Process Management Configuration and Administration


  1. Given that a Tpae product has been installed and the basic system data has been set up, develop automation scripts so that automation scripts have been developed to extend basic functionality.
    With emphasis on performing the following tasks:

    1. Open Automation Scripts application.

    2. Create a script with an object launch point:

      1. When you create a script with an object launch point, you specify a business object and one or more events to launch the script.-Click Create in the Select Action menu, and select the Script with Object Launch Point option.-In Step 1 of the script creation process:-Specify a name (and optional description) for -the launch point.-Specify the object and at least one event to -launch the script.-Optional: You can specify a value in the Object Event Condition field to limit the circumstances when the script is executed.-Select whether to use a new or existing script. If you select to use an existing script, specify the name of a script that already exists in the Automation Scripts application. If you select the New option, you can add the source code in a subsequent step.-Click Next.-In Step 2 of the script creation process:-Enter a name and other details for the script, and specify the script language.-Optional: If you did not specify an existing script in the previous step, you can import a file with the source code. Alternatively, you can enter source code in the next step.-In the Variables section, click New Row and configure variables for the script. Click New Row again to add more variables for the script.-Click Next.-In Step 3 of the script creation process:-Enter the source code if you did not specify an existing script in Step 1 or import a script in Step 2.-Click Create.

    3. Create a script with an attribute launch point:

      1. When you create a script with an attribute launch point, you specify a business object and an object attribute to launch the script. The script executes in response to a change in the value for that attribute.-Click Create in the Select Action menu, and select the Script with Attribute Launch Point option.-In Step 1 of the script creation process:-Specify a name (and optional description) for the launch point.-Specify values in the Object and Attribute fields.-Select whether to use a new or existing script. If you select the Existing option, specify the name of a script that already exists in the Automation Scripts application. If you select the New option, you can add the source code in a subsequent step.-Click Next.-In Step 2 of the script creation process:-Enter a name and other details for the script, and specify the script language.-Optional: If you did not specify an existing script in the previous step, you can import a file with the source code. Alternatively, you can enter source code in the next step.-In the Variables section, click New Row and configure variables for the scrip. Click New Row again to add more variables for the script.-Click Next.-In Step 3 of the script creation process:-Enter the source code if you did not specify an existing script in Step 1 or import a script in Step 2.-Click Create.

    4. Create a script with an action launch point:

      1. When you create a script with an action launch point, you specify an object and an action to launch the script. When the action occurs on the specified object, the script is executed.-Click Create in the Select Action menu, and select the Script with Action Launch Point option.-In Step 1 of the script creation process:-Specify a name (and optional description) for the launch point.-Select an object to launch the script and either accept the value in the Action field or specify an action that already exists in the Actions application. The name of the launch point is automatically entered into the Action field. If you do not change this value to the name of an existing action, a record is created in the database for the new action. You can view and modify the action in the Actions application.-Select whether to use a new or existing script. If you select the Existing option, specify the name of a script that already exists in the Automation Scripts application. If you select the New option, you can add the source code in a subsequent step.-Click Next.-In Step 2 of the script creation process:-Enter a name and other details for the script, and specify the script language.-Optional: If you did not specify an existing script in the previous step, you can import a file with the source code. Alternatively, you can enter source code in the next step.-In the Variables section, click New Row and configure variables for the script. Click New Row again to add more variables for the script.-Click Next.-In Step 3 of the script creation process:-Enter the source code if you did not specify an existing script in Step 1 or import a script in Step 2.-Click Create.

    5. Create a script with a custom condition launch point:

      1. When you create a script with a custom condition launch point, you specify a condition in the Conditional Expression library. You can use a custom condition, for example, to show or hide a tab in an application to certain users or to determine a step in a workflow process.-Click Create in the Select Action menu, and select the Script with Custom Condition Launch Point option.-In Step 1 of the script creation process:-Specify a name (and optional description) for the launch point.-Select an object to launch the script.-Select whether to use a new or existing script. If you select the Existing option, specify the name of a script that already exists in the Automation Scripts application. If you select the New option, you can add the source code in a subsequent step.-Click Next.-In Step 2 of the script creation process:-Specify the name of the script as the name of the condition you created in the Conditional Expression library.-Enter other details for the script, and specify the script language.-Optional: If you did not specify an existing script in the previous step, you can import a file with the source code. Alternatively, you can enter source code in the next step.-In the Variables section, click New Row and set the variable type as IN or IN/OUT and set the binding type. Set only one variable for a custom condition launch point.-Click Next.-In Step 3 of the script creation process:-Enter the source code if you did not specify an existing script in Step 1 or import a script in Step 2.-Click Create.

    6. Create a script without a launch point:

      1. You can enter a script in the Automation Scripts application without associating it with a launch point. This approach is useful, for example, if you want to import a library of scripts that you intend to configure at a later stage.-In the List tab, click Create Script in the Select Action menu.-Specify the details of the script and either click Import or enter the code for the script in the Source Code field.-In the Variables section, click New Row, and specify a variable for the script if required. Click New Row again if you want to add more variables.-Click Create.

  2. Given that Tpae product has been installed and the basic system data has been set up, configure Integration Framework so that the Tpae is ready to integrate with other systems.
    With emphasis on performing the following tasks:

    1. The Integration Framework is a set of applications that integrates the system to external systems.

    2. Open the Object Structure application.

    3. Click the New Object Structure button.

    4. Enter the following information:

      1. Object Structure

      2. Description

      3. Consume by (as Integration)

      4. Outbound Definition class (optional)

      5. Inbound Processing class (optional)

    5. Under the Source Objects for.section, click the New Row button to add Maximo business object (MBO) to the current object structure.

    6. Enter the following information:

      1. Object

      2. Parent - if there are more than one MBO in the list

      3. Relationship - if there are more than one MBO in the list

    7. Click the Save Object Structure buttonThis Object Structure can be used either for importing or exporting data. The dataflow will be defined by a Publish Channel (export) and an Enterprise Service (import).

    8. Open the Publish Channel application.

    9. Click the New Publish Channel button.

    10. Enter the following information:

      1. Publish Channel

      2. Description

      3. Object Structure

    11. Under Select Action menu, click the Enable Event Listener option and click the OK button.

    12. Click the Save Publish Channel button.

    13. Open the Enterprise Services application.

    14. Click the New Enterprise Service button.

    15. Enter the following information:

      1. Enterprise Service

      2. Description

      3. Object Structure

    16. Click the Save Enterprise Service button.

    17. Open the External System application.

    18. Click the New External System button.

    19. Enter the following information:

      1. External System

      2. EndPoint-MXXMLFILE - Export data to XML files-MXIFACETABLE - Export data to tables-MXFLATFILE - Export data to Flat files (*.dat)-MXCMDLINE - Invokes a command line in the target system (SSH)

      3. Outbound Sequential Queue

      4. Inbound Sequential Queue

      5. Inbound Continuous Queue

    20. Enable the Enterprise Service by checking the Enabled checkbox.

    21. Under Publish Channels Tab, click the Select Channel button to add publish channels.

    22. Enable all Publish Channels in the list.

    23. Under Enterprise Services tab, click the Select Service button to add enterprise services.

    24. Define the queue type.

      1. When "Use Continuous Queue" is true - the Queue type is Continuous.

      2. When "Use Continuous Queue" is false - the Queue type is Sequential.

    25. Enable all enterprise services in the list.

    26. Enable the External System.

  3. Given that the appropriate Tpae product has been installed, the basic system data has been set up and the JMS queue has been configured, create the e-mail listener so that the email listener has been set up to process messages.
    With emphasis on performing the following tasks:

    1. Navigate to, and open E-Mail Listeners application.

    2. Open New Listener screen (icon or hotkeys).

    3. Specify a value for the e-mail address.

    4. Optional: Provide a description of the e-mail address.

    5. Specify values for the e-mail password, the mail server, the e-mail folder on the mail server that will contain the e-mail messages, and the mail protocol used with the mail server. The port value is provided based on the protocol value. You can change the port value, if necessary.

    6. Specify a value for the workflow process to use for the definition.

    7. Specify a value for the schedule to set how often you want the server to be polled for incoming e-mail messages. The default frequency is every five minutes. The default values for preprocessor, object key delimiter, cron task name, and cron task instance are provided.

    8. Optional: Complete the following steps:

      1. To have e-mail messages deleted from the server after they are processed, select the E-mail Deleted option.

      2. Specify a value for the Age Threshold field for the length of time that an e-mail message remains on the mail server before being deleted.

      3. Specify a value for the age unit of measure.

      4. If you configured a Java Messaging Service (JMS) queue to facilitate processing of e-mail messages, select the Queue Based Processing check box.

      5. If necessary for your configuration, specify a value for the queue connection factory. Specify a value that represents the Java Name and Directory Interface (JNDI) name of the Java component that provides a connection to a queue.

      6. If necessary for your configuration, specify a value for the processing queue. Specify a value that represents the name of the queue that is to be used to process e-mail messages for this account.

    9. Save the e-mail listener definition.

    10. From the Select Action menu add the objects supported by the e-mail listener.

    11. Activate the e-mail listener.

  4. Given that the appropriate Tpae product has been installed and the basic system data has been set up, create or modify actions so that actions can be associated to system processes.
    With emphasis on performing the following tasks:

    1. Describe action types.

      1. The action type determines the type of action that is activated when the action is encountered in a process.

      2. Types of application include;-Application action-Change status action-Custom class action-Command line executable action-Action group-Set value

    2. Describe rules for deleting actions.

      1. You can delete an action record if it is no longer needed and if it is not being used by specific records or elements.

      2. You cannot delete an action record if it is being used by any of the following records or workflow elements:-Escalations-Negative connection lines-Positive connection lines-SLA

    3. Describe action groups.

      1. You can create a group type of action that contains two or more action records.

      2. You can specify a sequence to use for those actions when the actions in the group are activated.

    4. Navigate to, and open Actions application.

    5. Create action.

      1. Open New Action screen (icon or hotkeys).

      2. Entering values for required fields.-Describe dynamic status of required fields.

      3. Save new record.

    6. Modify action.

      1. List, filter, and/or search Actions.

      2. Select Action for modification.

      3. Modify Actions screen fields.

      4. Save record modification.

  5. Given that the appropriate Tpae product has been installed and the basic system data has been set up, create or modify roles so that roles may be associated to system processes.
    With emphasis on performing the following tasks:

    1. Describe role types.

      1. You use a role to represent different functions or positions. Role types help determine how the role is resolves when encountered in a process.-Role types include:-Person-Person group-User data-Data set-Custom class-E-mail address

    2. Describe rules for deleting roles.

      1. You cannot delete a role if it is being used with any of the following records or workflow elements:-Communication templates-Escalations-Se4rvice level agreements-Workflow negative connection lines-Workflow positive connection lines-Workflow Manual input nodes-Workflow Task nodes-Workflow Wait nodes

    3. Navigate to, and open Roles application.

    4. Create role.

      1. Open New Role screen (icon or hotkeys.)

      2. Enter values for required fields.-Describe dynamic status of required fields.

      3. Save new record.

    5. Modify role.

      1. List, filter, and/or search Roles.

      2. Select Role for modification.

      3. Modify Roles screen fields.

      4. Save record modification.

  6. Given that the appropriate Tpae product has been installed, and the basic system data has been set up, use the Workflow Administration application so that active workflow processes can be viewed or managed.
    With emphasis on performing the following tasks:

    1. Describe the Workflow Administration application.

      1. The Workflow Administration application is used to view and manage active instances of workflow processes.

      2. The Workflow Administration application contains a window that displays a row for each active instance of a workflow process. A record can show up multiple times if it is controlled by multiple workflow instances. You can see which version of a revised process was used to create each instance, the person identifier of the individual who routed each record into Workflow, and the date and time that the process was initiated.

    2. Navigate to the Workflow Administration application.

    3. View, list, filter, and/or search for active processes.

    4. Describe the Owner Description field value.

      1. The recordkey (for example, the work order number or the purchase order number) displays with the site identifier in the Owner Description field.

    5. Manage active processes.

      1. From the View Active Assignments window of the Workflow Administration application, click View/Modify Active Assignments.

      2. Click Reassign Assignment to reassign assignments.

      3. In the Person field of the Reassign window, type a person ID.

      4. Click OK to close the Reassign window, then click OK.

  7. Given that a Tpae product has been installed and the basic system data has been set up, create a new communication templates or modify an existing one based upon the customer's requirements so that they can be leveraged in outbound communications (such as email).
    With emphasis on performing the following tasks:

    1. Open Communication Templates application.

    2. To modify an existing communication template, select from the list tab or search for a specific one by using a filter.

      1. Modify the communication template description.

      2. Modify Apply To object.

      3. Modify the option for the Accessible From (workflow, applications, escalations or all), Comm Log Entry? field.

      4. Modify value for the field To, cc, bcc, Send From, reply To field.

      5. Modify the Subject which may contains substitution variables.

      6. Modify a Message body which may contains substitution variables.

      7. Associate attachments to the communication template.

      8. Change Status.

      9. Click the Save button.

    3. To create a new communication template, click the New Communication Template icon on the toolbar.

      1. a name for the new communication template and provide a description.

      2. Specify Apply To object.

      3. Specify the option for the Accessible From(workflow, applications, escalations or all), Comm Log Entry?, Created By, Date field.

      4. Specify value for the field To, cc, bcc, Send From, reply To field.

      5. Enter a Subject which may contains substitution variables.

      6. Enter a Message body which may contains substitution variables.

      7. Associate attachments to the communication template.

      8. Change Status.

      9. Click the Save button.

  8. Given that the appropriate Tpae product has been installed, and the basic system data has been set up, create or modify escalations so that escalations may be associated with system processes.
    With emphasis on performing the following tasks:

    1. Describe escalations.

      1. You use the Escalations application to automatically monitor critical processes in your enterprise. You can either create an escalation or customize a predefined escalation to suit your business needs.

    2. Describe escalation logs.

      1. Monitor execution of escalations.

      2. You must configure logging and examine the log files for log statements related to the escalation engine.

    3. Describe rules for deleting escalations.

      1. When you delete an escalation, the actions and notifications are not deleted. Instead, the associations between the escalation points and the actions and notifications are removed. You delete actions in the Actions application and notifications in the Communication Templates application.

      2. In the Escalations application, you cannot delete escalations that are associated with SLA..

      3. If a SLA that is associated with an escalation is deleted, then the escalation is also deleted.

    4. Create escalation.

      1. Navigate to, and open, the Escalation application.

      2. On the toolbar, click New Escalation. If the Escalation field is empty, specify a value.

      3. In the Description field, type a description.

      4. In the Applies To field, specify the object to which to apply the escalation.

      5. Optional: Specify values in the Organization and Site fields. If you specify a value for either organization or site, you restrict the use of the escalation to either that organization or site. If you specify values for both organization and site, the escalation can be used only at that site.

      6. Optional: Type an expression in the Condition field to indicate to which records the escalation applies. For example, if you want to escalate only task assignments that have a value specified in the Time Limit field, include the following text in your SQL statement: TIMELIMIT is not null. You can type the SQL condition manually. You can also use the Expression Builder to create the SQL statement.

      7. In the Schedule field, click the Set Schedule icon to set how frequently to poll the database for records.

      8. Optional: In the Calendar Organization, Calendar, and Shift fields, specify values to limit when the escalation is run.

      9. Click Save Escalation.

    5. Validate escalation.

    6. Activate escalation.

    7. Modify escalation.

      1. From the Escalations application, display the escalation that you want to edit.

      2. If you have not deactivated the escalation, from the Select Action menu, select Activate/Deactivate Escalation.

      3. On the Escalations tab, edit the information as needed. If a field has a Detail Menu, click it and select an option to retrieve a different value.

      4. Click Save Escalation.

      5. If you are ready to active the escalation, choose Activate/Deactivate Escalation from the Select Action menu.

    8. Deactivate escalation.

  9. Given that the appropriate Tpae product has been installed, and the basic system data has been set up, use the Bulletin Board application so that messages can be broadcast.
    With emphasis on performing the following tasks:

    1. Navigate to, and open the Bulletin Board application.

    2. List, filter,and/or search for messages.

    3. Create a message.

    4. Specify the user audience.

    5. Describe the communication log.

      1. You can view a communication log for bulletin board message in the Bulletin Board application

      2. The log contains communications about outbound messages that were sent between service desk users and agents. You also view communications that were generated by escalations and workflows if the related communication template specifies that these messages are stored in logs.

    6. Manage message statuses.

    7. View message history.

  10. Given that a Tpae product has been installed and the basic system data has been set up, create a new launch in context or modify an existing one based upon the customer's requirements so that launch in context enables users to reach web enabled systems or applications.
    With emphasis on performing the following tasks:

    1. Open the Launch in Context application.

    2. To modify an existing Launch Entry, select one from the list tab or search for a specific one by using a filter.

      1. Modify the description.

      2. Modify the console URL.

      3. Modify the option for the Target Browser Window, OMP Product Name, OMP Version field.

      4. Click New Row to add a new Launch Context for the Launch Entry.

      5. Enter a Resource Object Name.

      6. Specify the option for the Resource Classification and Include Child Classifications? field.

    3. To create a new Launch Entry, click the New Launch Entry icon on the toolbar.

      1. Specify a Launch Entry Name and provide a description.

      2. Specify Console URL.

      3. Specify the option for the Target Browser Window, OMP Product Name, OMP Version field.

      4. Click New Row to add a new Launch Context for the Launch Entry.

      5. Enter a Resource Object Name.

      6. Specify the option for the Resource Classification and Include Child Classifications field.

    4. Click the Save button.

  11. Given that a Tpae product has been installed and the basic system data has been set up, create a new calendar and/or shift or modify an existing one based upon the customer's requirements so that calendars and shifts can be applied by system processes.
    With emphasis on performing the following tasks:

    1. Open the Calendars application.

    2. To change an existing Calendar, select a one from the list tab or search for a specific one by using a filter.

      1. Modify the description.

      2. Modify the Start Date and End Date.

      3. Select the Define/Apply Shifts option from the Select Action menu.-Choose New Row to define a new shift.-Choose Apply Shift(s) to apply existing shift(s) to the current calendar.-Choose Define Pattern to set Start Time, End Time and -Work Hours for a selected shift.

      4. Select the Define/Apply Non-Working Time option from the Select Action menu to set holiday, vacation and etc.

      5. Click the Save button.

    3. To create a new Calendar, click the New Calendar icon on the toolbar.

      1. Specify a Calendar identification and provide a description.

      2. Specify the Start Date and End Date.

      3. Select the Define/Apply Shifts option from the Select Action menu.-Choose New Row to define a new shift.-Choose Apply Shift(s) to apply existing shift(s) to the current calendar.-Choose Define Pattern to set Start Time, End Time and Work Hours for a selected shift.

      4. Select the Define/Apply Non-Working Time option from the Select Action menu to set holiday, vacation and etc.

      5. Click the Save button.

  12. Given that a Tpae product has been installed and the basic system data has been set up, create new Interactions or modify existing ones based upon the customer's requirements so that interactions are ready to be used to integrate the system with other external systems.
    With emphasis on performing the following tasks:

    1. To change an existing interaction, open the Interactions application and select one from the list tab or search for a specific one by using a filter.

      1. For Request Mapping:-Set Application Object, Application Relation.-Add new request mapping.-Set Request Attribute.-Set Application Attribute/Value, Encrypted Value, Encrypt Value.

      2. For Response Mapping:-Set Application Object, Application Relation.-Add new response mapping.-Set Application Attribute.-Set Request Attribute/Value.

    2. To create a new Interaction, open the Create Interaction application. The Create Interactions wizard application guides you through all the steps required to create and configure an interaction.

      1. To configure the Web service for the interaction, in step 1 of the process: -Specify the URL for the WSDL file for the Web service. -When the screen refreshes with information from the WSDL file, specify one port for the interaction. -Specify one operation for the interaction and check Process Response if you want the Web service to return data to the application during the interaction.

      2. Review the contents of the request to the Web service in step 2, and modify the request object structure by removing any unnecessary elements.

      3. Optional: Review the contents of the response from the Web service in step 3, and modify the response object structure by removing any unnecessary elements.

      4. To configure the application for the interactions, in step 4 of the process:-Specify the application that uses the interaction. -Configure the application binding for the interaction, including the main object, the signature option, the interaction mode, and the user interface components. -Specify the security groups that are authorized to initiate the interaction.

      5. Configure the Request tab of the Interactions window in step 5, including specifying the fields that users can see and whether they can edit them.

      6. Optional: Configure the Response tab of the Interactions window in step 6, including specifying the fields that users can see and whether they can edit them.

      7. You can map information from the application to the Web service in step 7. Mapped information is entered automatically into the request when users start the interaction.

      8. You can map information from the Web service to the application in step 8. If you check the Commit Response option, the mapped information is saved automatically to the database.

      9. Review the configurations in the final step of the wizard.


Seection 7:Reporting Configuration


  1. Given that a Tivoli process automaton engine (Tpae) product has been installed and the basic system data has been set up, describe and create Key Performance Indicators (KPIs) so that KPIs can be used to track system or operational performance.
    With emphasis on performing the following tasks:

    1. Describe KPI.

      1. KPI are key performance indicators to track critical performance variables over time using a traffic light indication. Green is within your target zone, yellow is above the target and is a caution, but is not yet necessarily a fault, red is above the alert level and normally requires manual intervention to bring it into the target zone.

      2. You can view key performance indicators in the start center or with the key performance indicator manager.

    2. Create KPI from KPI Manager.

      1. In the Key Performance Manager application, click New KPI.

      2. Provide a unique name for the key performance indicator.

      3. Optional: Provide a description of the key performance indicator.

      4. Specify either decimal or percentage as the calculation type.

      5. Specify the selection criteria.

      6. Optional: In the Where field, specify parameters.

      7. To change the graph from green to yellow to red, specify values in the Target field, Caution At field, and Alert At field. If you want a low number, specify a low value in the Target field and a high value in the Alert At field. If you want a high number, specify a high value in the Target field and a low value in the Alert At field.

      8. Optional: Specify values for linking the key performance indicator.

      9. Save the key performance indicator.

    3. Create KPI from navigation bar.

      1. Open an application that supports KPI reporting.

      2. Execute a query to retrieve a result set

      3. Select the Create KPI button.

      4. Provide a unique name for the key performance indicator.

      5. Optional: Provide a description of the key performance indicator.

      6. Specify either decimal or percentage as the calculation type.

      7. Specify the selection criteria.

      8. Optional: In the Where field, specify parameters.

      9. To change the graph from green to yellow to red, specify values in the Target field, Caution At field, and Alert At field. If you want a low number, specify a low value in the Target field and a high value in the Alert At field. If you want a high number, specify a high value in the Target field and a low value in the Alert At field.

      10. Optional: Specify values for linking the key performance indicator.

      11. Save the key performance indicator.

  2. Given that a Tpae product has been installed and the basic system data has been set up, configure reports so that reports can be generated.
    With emphasis on performing the following tasks:

    1. Open Report Administration application.

    2. Click New Report button.

    3. Enter the Report File Name. NB: Must match exactly (case sensitive).

    4. Enter the Report Type.

    5. Select the Application and optionally set the Report Folder.

    6. Enter the following settings:

      1. Limit records? [Optionally] set the Max. Record Limit.

      2. Schedule Only?

      3. Priority.

      4. No Request Page?

      5. Use Where Clause?

      6. Display Order.

      7. If setting the report to run from the toolbar then configure the following:-Toolbar Sequence-Browser View?-Browser View Location-Direct Print?-Direct Print Location?-Direct Print With Attachments?-Direct Print With Attachments Location

      8. Save.

      9. Select Import Report from the Select Action menu.-Select the Report Design File.- [Optional] Select the Report Resource File.

      10. Select OK..

      11. If parameters are needed, enter the following information:-Parameter Name-Display Name-Display Sequence-Required?-Default Value?-Operator-Optionally add the following information if a lookup is being used:-Attribute Name-Lookup Name-Multi-Lookup Name-Repeat as needed.

      12. Save.

    7. Select the Generate Request Page.

    8. Select Close.

    9. Set the report security.

      1. Option 1 - Set security at the application level.-Select Set Application Security from the Select Action menu.-Select the application from the Applications section.-Select New Row from the Application Level Security section.-Select the Security Group.-Repeat if needed.-Select OK.

      2. Option 2 - Set security at the report level.-Select New Row from the Report Level Security section.-Select a security group.-Repeat as needed.

    10. Save the report record.



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