<?xml version="1.0" encoding="utf-8" ?>
<!DOCTYPE FL_Course SYSTEM "https://www.flane.de/dtd/fl_course095.dtd"><?xml-stylesheet type="text/xsl" href="https://portal.flane.ch/css/xml-course.xsl"?><course productid="33163" language="en" source="https://portal.flane.ch/swisscom/en/xml-course/opentext-alm350-150" lastchanged="2025-07-29T12:18:23+02:00" parent="https://portal.flane.ch/swisscom/en/xml-courses"><title>Application Lifecycle Management 15.x Site and Project Administration</title><productcode>ALM350-150</productcode><vendorcode>MF</vendorcode><vendorname>OpenText</vendorname><fullproductcode>MF-ALM350-150</fullproductcode><version>15.x</version><objective>&lt;p&gt;Upon successful completion of this course, you should be able to:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Plan for ALM implementation&lt;/li&gt;&lt;li&gt;Create, manage, and upgrade domains, projects, and templates&lt;/li&gt;&lt;li&gt;Create and manage ALM users&lt;/li&gt;&lt;li&gt;Perform external authentication&lt;/li&gt;&lt;li&gt;Configure servers and parameters&lt;/li&gt;&lt;li&gt;Plan project groups and permissions&lt;/li&gt;&lt;li&gt;Determine entity customizations&lt;/li&gt;&lt;li&gt;Create and manage lookup lists&lt;/li&gt;&lt;li&gt;Create business views&lt;/li&gt;&lt;li&gt;Configure Sprinter&lt;/li&gt;&lt;li&gt;Build workflow customizations&lt;/li&gt;&lt;/ul&gt;</objective><essentials>&lt;p&gt;To be successful in this course, you should have the following prerequisites or knowledge:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Have working knowledge of Microsoft Windows, websites, and browsers&lt;/li&gt;&lt;li&gt;Understand the basics of Unified Functional Testing (UFT), programming languages, scripting languages, and macros&lt;/li&gt;&lt;/ul&gt;</essentials><audience>&lt;p&gt;This course is intended for:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;ALM site administrators&lt;/li&gt;&lt;li&gt;Project administrators&lt;/li&gt;&lt;li&gt;Other ALM users who are responsible for managing projects, users, and customizations&lt;/li&gt;&lt;/ul&gt;</audience><contents>&lt;ul&gt;
&lt;li&gt;Course Overview&lt;/li&gt;&lt;li&gt;Implementation Planning&lt;/li&gt;&lt;li&gt;Introduction to Site Administration&lt;/li&gt;&lt;li&gt;Domains and Projects&lt;/li&gt;&lt;li&gt;Maintaining ALM Projects&lt;/li&gt;&lt;li&gt;Upgrading a Project&lt;/li&gt;&lt;li&gt;Managing Users&lt;/li&gt;&lt;li&gt;Managing Licenses&lt;/li&gt;&lt;li&gt;Configuring the Server and Parameters&lt;/li&gt;&lt;li&gt;Project Planning and Tracking&lt;/li&gt;&lt;li&gt;Quality Center Sense&lt;/li&gt;&lt;li&gt;Planning Project-level Customizations&lt;/li&gt;&lt;li&gt;Managing User Groups&lt;/li&gt;&lt;li&gt;Customizing Entities&lt;/li&gt;&lt;li&gt;Customizing Requirement Types and Risk-based Management&lt;/li&gt;&lt;li&gt;Customizing Project Lists&lt;/li&gt;&lt;li&gt;Customizing Automail and Alerts&lt;/li&gt;&lt;li&gt;Customizing Key Performance Indicators (KPIs)&lt;/li&gt;&lt;li&gt;Creating Business Views and Configuring Sprinter&lt;/li&gt;&lt;li&gt;Customizing Workflow&lt;/li&gt;&lt;li&gt;Implementing Workflow Using the Script Editor&lt;/li&gt;&lt;li&gt;Appendix A to Z&lt;/li&gt;&lt;/ul&gt;</contents><outline>&lt;h5&gt;Module 1: Course Overview&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Identify the contents and objectives of the course&lt;/li&gt;&lt;li&gt;Define the class schedule and class logistics&lt;/li&gt;&lt;li&gt;Identify the related courses&lt;/li&gt;&lt;li&gt;Discuss the lab environment details&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 2: Implementation Planning&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Describe the different ALM editions&lt;/li&gt;&lt;li&gt;Identify hardware and software considerations for installation&lt;/li&gt;&lt;li&gt;Summarize the steps necessary for upgrading to ALM 15.x from previous versions&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 3: Introduction to Site Administration&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Navigate Site Administration&lt;/li&gt;&lt;li&gt;Understand the structure of a project&lt;/li&gt;&lt;li&gt;Analyze the Site Analysis data&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 4: Domains and Projects&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Define domains, projects, and templates&lt;/li&gt;&lt;li&gt;Create a domain and project&lt;/li&gt;&lt;li&gt;Define a template and its use&lt;/li&gt;&lt;li&gt;Verify that the project connects to the database&lt;/li&gt;&lt;li&gt;Describe how to enable versioning when creating a project&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 5: Maintaining ALM Projects&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Query project tables&lt;/li&gt;&lt;li&gt;Copy and rename a project&lt;/li&gt;&lt;li&gt;Export and import a project&lt;/li&gt;&lt;li&gt;Add email capability&lt;/li&gt;&lt;li&gt;Describe the new optimized repository&lt;/li&gt;&lt;li&gt;Realign repositories&lt;/li&gt;&lt;li&gt;Convert a project to Unicode&lt;/li&gt;&lt;li&gt;Rename a module&lt;/li&gt;&lt;li&gt;Learn options to optimize ALM performance&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 6: Upgrading a Project&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Identify previous project versions that can be upgraded to ALM 15.x&lt;/li&gt;&lt;li&gt;Summarize items to consider before upgrading a project&lt;/li&gt;&lt;li&gt;Verify and repair a project&lt;/li&gt;&lt;li&gt;Upgrade a project&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 7: Managing Users&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Add users to ALM&lt;/li&gt;&lt;li&gt;Assign users to projects&lt;/li&gt;&lt;li&gt;Assign Site Administrator and/or Project Administrator privileges to a user&lt;/li&gt;&lt;li&gt;Configure login authentication&lt;/li&gt;&lt;li&gt;Configure Smart Card authentication&lt;/li&gt;&lt;li&gt;Use Single Sign On (SSO)&lt;/li&gt;&lt;li&gt;Deactivate and delete users&lt;/li&gt;&lt;li&gt;Interpret the data in Site Connections&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 8: Managing Licenses&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Load an ALM license&lt;/li&gt;&lt;li&gt;Assign licenses to domains and projects&lt;/li&gt;&lt;li&gt;Assign a named license&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 9: Configuring the Server and Parameters&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Modify server configurations&lt;/li&gt;&lt;li&gt;Describe significant newly added site parameters&lt;/li&gt;&lt;li&gt;Define a new database server&lt;/li&gt;&lt;li&gt;Modify an existing database server&lt;/li&gt;&lt;li&gt;Update default configuration parameters&lt;/li&gt;&lt;li&gt;Add optional configuration parameter&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 10: Project Planning and Tracking&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Define Project Planning and Tracking (PPT)&lt;/li&gt;&lt;li&gt;Set scheduling options&lt;/li&gt;&lt;li&gt;Manually activate PPT&lt;/li&gt;&lt;li&gt;Purge PPT data&lt;/li&gt;&lt;li&gt;Fine-tune PPT database activity&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 11: Quality Center Sense&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Define Quality Center (QC) Sense&lt;/li&gt;&lt;li&gt;Recognize the QC Sense monitors&lt;/li&gt;&lt;li&gt;Set configuration options&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 12: Planning Project-level Customizations&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Identify the available project-level customizations&lt;/li&gt;&lt;li&gt;Plan project groups and permissions&lt;/li&gt;&lt;li&gt;Determine the entities to customize&lt;/li&gt;&lt;li&gt;Determine new lookup lists to add&lt;/li&gt;&lt;li&gt;Plan the workflow customizations needed for email notifications and defect fields&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 13: Managing User Groups&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Manage a user group&lt;/li&gt;&lt;li&gt;Assign permissions to user groups&lt;/li&gt;&lt;li&gt;Add transition rules&lt;/li&gt;&lt;li&gt;Add a user to a project&lt;/li&gt;&lt;li&gt;Add a user to a user group&lt;/li&gt;&lt;li&gt;Use a template project&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 14: Customizing Entities&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Add user-defined fields to a project&lt;/li&gt;&lt;li&gt;Customize system fields&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 15: Customizing Requirement Types and Risk-based Management&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Customize default requirements&lt;/li&gt;&lt;li&gt;Add user-defined requirement types&lt;/li&gt;&lt;li&gt;Customize the risk-based quality management criteria&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 16: Customizing Project Lists&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Identify parts of a lookup list&lt;/li&gt;&lt;li&gt;Create a lookup list&lt;/li&gt;&lt;li&gt;Update a lookup list&lt;/li&gt;&lt;li&gt;Associate a list to a field&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 17: Customizing Automail and Alerts&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Designate Automail fields for a project&lt;/li&gt;&lt;li&gt;Define Automail conditions&lt;/li&gt;&lt;li&gt;Enable alerts&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 18: Customizing Key Performance Indicators (KPIs)&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Customize key performance indicators (KPIs)&lt;/li&gt;&lt;li&gt;Configure the transitions&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 19: Creating Business Views and Configuring Sprinter&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Create and manage business views&lt;/li&gt;&lt;li&gt;Build graphs from the Business Views user interface&lt;/li&gt;&lt;li&gt;Configure Sprinter&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 20: Customizing Workflow&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Access the ALM workflow page&lt;/li&gt;&lt;li&gt;Customize the Defects module lists&lt;/li&gt;&lt;li&gt;Customize the fields in the Defects module&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 21: Implementing Workflow Using the Script Editor&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Use the elements of the Script Editor&lt;/li&gt;&lt;li&gt;Identify the events in the Script Editor&lt;/li&gt;&lt;li&gt;Add a command button to an ALM module&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Lab 22: Appendix A to Z&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Describe the lab scenario&lt;/li&gt;&lt;li&gt;Restore, verify, repair, and upgrade a project&lt;/li&gt;&lt;li&gt;Create users and assign them to a project&lt;/li&gt;&lt;li&gt;Assign a user as a Project Administrator&lt;/li&gt;&lt;li&gt;Create a domain and a template and assign the Template Administrator&lt;/li&gt;&lt;li&gt;Create empty projects from a template&lt;/li&gt;&lt;li&gt;Add optional configuration parameters&lt;/li&gt;&lt;li&gt;Create and set permissions for a user group&lt;/li&gt;&lt;li&gt;Configure transition rules&lt;/li&gt;&lt;li&gt;Add an item to a list&lt;/li&gt;&lt;li&gt;Add a user to a user group&lt;/li&gt;&lt;li&gt;Hide data from a user group&lt;/li&gt;&lt;li&gt;Configure automail&lt;/li&gt;&lt;li&gt;Create a new field and customize workflow in the Defect module&lt;/li&gt;&lt;li&gt;Create a new requirement type&lt;/li&gt;&lt;/ul&gt;</outline><objective_plain>Upon successful completion of this course, you should be able to:


- Plan for ALM implementation
- Create, manage, and upgrade domains, projects, and templates
- Create and manage ALM users
- Perform external authentication
- Configure servers and parameters
- Plan project groups and permissions
- Determine entity customizations
- Create and manage lookup lists
- Create business views
- Configure Sprinter
- Build workflow customizations</objective_plain><essentials_plain>To be successful in this course, you should have the following prerequisites or knowledge:


- Have working knowledge of Microsoft Windows, websites, and browsers
- Understand the basics of Unified Functional Testing (UFT), programming languages, scripting languages, and macros</essentials_plain><audience_plain>This course is intended for:


- ALM site administrators
- Project administrators
- Other ALM users who are responsible for managing projects, users, and customizations</audience_plain><contents_plain>- Course Overview
- Implementation Planning
- Introduction to Site Administration
- Domains and Projects
- Maintaining ALM Projects
- Upgrading a Project
- Managing Users
- Managing Licenses
- Configuring the Server and Parameters
- Project Planning and Tracking
- Quality Center Sense
- Planning Project-level Customizations
- Managing User Groups
- Customizing Entities
- Customizing Requirement Types and Risk-based Management
- Customizing Project Lists
- Customizing Automail and Alerts
- Customizing Key Performance Indicators (KPIs)
- Creating Business Views and Configuring Sprinter
- Customizing Workflow
- Implementing Workflow Using the Script Editor
- Appendix A to Z</contents_plain><outline_plain>Module 1: Course Overview


- Identify the contents and objectives of the course
- Define the class schedule and class logistics
- Identify the related courses
- Discuss the lab environment details
Module 2: Implementation Planning


- Describe the different ALM editions
- Identify hardware and software considerations for installation
- Summarize the steps necessary for upgrading to ALM 15.x from previous versions
Module 3: Introduction to Site Administration


- Navigate Site Administration
- Understand the structure of a project
- Analyze the Site Analysis data
Module 4: Domains and Projects


- Define domains, projects, and templates
- Create a domain and project
- Define a template and its use
- Verify that the project connects to the database
- Describe how to enable versioning when creating a project
Module 5: Maintaining ALM Projects


- Query project tables
- Copy and rename a project
- Export and import a project
- Add email capability
- Describe the new optimized repository
- Realign repositories
- Convert a project to Unicode
- Rename a module
- Learn options to optimize ALM performance
Module 6: Upgrading a Project


- Identify previous project versions that can be upgraded to ALM 15.x
- Summarize items to consider before upgrading a project
- Verify and repair a project
- Upgrade a project
Module 7: Managing Users


- Add users to ALM
- Assign users to projects
- Assign Site Administrator and/or Project Administrator privileges to a user
- Configure login authentication
- Configure Smart Card authentication
- Use Single Sign On (SSO)
- Deactivate and delete users
- Interpret the data in Site Connections
Module 8: Managing Licenses


- Load an ALM license
- Assign licenses to domains and projects
- Assign a named license
Module 9: Configuring the Server and Parameters


- Modify server configurations
- Describe significant newly added site parameters
- Define a new database server
- Modify an existing database server
- Update default configuration parameters
- Add optional configuration parameter
Module 10: Project Planning and Tracking


- Define Project Planning and Tracking (PPT)
- Set scheduling options
- Manually activate PPT
- Purge PPT data
- Fine-tune PPT database activity
Module 11: Quality Center Sense


- Define Quality Center (QC) Sense
- Recognize the QC Sense monitors
- Set configuration options
Module 12: Planning Project-level Customizations


- Identify the available project-level customizations
- Plan project groups and permissions
- Determine the entities to customize
- Determine new lookup lists to add
- Plan the workflow customizations needed for email notifications and defect fields
Module 13: Managing User Groups


- Manage a user group
- Assign permissions to user groups
- Add transition rules
- Add a user to a project
- Add a user to a user group
- Use a template project
Module 14: Customizing Entities


- Add user-defined fields to a project
- Customize system fields
Module 15: Customizing Requirement Types and Risk-based Management


- Customize default requirements
- Add user-defined requirement types
- Customize the risk-based quality management criteria
Module 16: Customizing Project Lists


- Identify parts of a lookup list
- Create a lookup list
- Update a lookup list
- Associate a list to a field
Module 17: Customizing Automail and Alerts


- Designate Automail fields for a project
- Define Automail conditions
- Enable alerts
Module 18: Customizing Key Performance Indicators (KPIs)


- Customize key performance indicators (KPIs)
- Configure the transitions
Module 19: Creating Business Views and Configuring Sprinter


- Create and manage business views
- Build graphs from the Business Views user interface
- Configure Sprinter
Module 20: Customizing Workflow


- Access the ALM workflow page
- Customize the Defects module lists
- Customize the fields in the Defects module
Module 21: Implementing Workflow Using the Script Editor


- Use the elements of the Script Editor
- Identify the events in the Script Editor
- Add a command button to an ALM module
Lab 22: Appendix A to Z


- Describe the lab scenario
- Restore, verify, repair, and upgrade a project
- Create users and assign them to a project
- Assign a user as a Project Administrator
- Create a domain and a template and assign the Template Administrator
- Create empty projects from a template
- Add optional configuration parameters
- Create and set permissions for a user group
- Configure transition rules
- Add an item to a list
- Add a user to a user group
- Hide data from a user group
- Configure automail
- Create a new field and customize workflow in the Defect module
- Create a new requirement type</outline_plain><duration unit="d" days="5">5 days</duration><pricelist><price country="FR" currency="EUR">3750.00</price><price country="DE" currency="EUR">4000.00</price></pricelist><miles/></course>