V 6.1 Core Training Training Plan

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V 6.1 Core Training

Training Plan

2014

Version 1.0

Document Revision 1.0

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OpenSpan and the Open Span logo are trademarks of OpenSpan, Incorporated. Other product names and registered marks are property of the parent corporations.

Inquiries regarding training, services, OpenSpan product information, and other topics of interest may be directed to the contacts:

OpenSpan Inc. – U.S. Offices 11175 Cicero Drive

Suite 200

Alpharetta, GA 30022

General Inquiries (International): +1 (678) 527-5400 General Inquiries (US + Canada): (877) 733-1136 Sales: +1 (678) 527-5455

Email: [email protected]

OpenSpan Inc. – U.K. Offices Alpha House

100 Borough High Street London SE1 1LB

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Course: v6.1 Core Training

OpenSpan Training

Length:

4 day session

Delivery method:

Instructor Led Training (ILT)

Course Participants:

Developers, Administrators, Managers

Number of Participants:

1-6 Onsite

Training Location:

The recommended Course Participants varies by each organization and the listed stated on the Training Plan is used as a guide only. Working with the OpenSpan Professional Services and Training Department can ensure that the list of attendees is defined appropriately for the training session.

Course Overview

This core training is designed for new OpenSpan users as an instructor led training to introduce the basic

functionality, process flow, terminology, and core building blocks of OpenSpan Studio. Through a series of

Instructor Led, Group Led and Self-paced Led Activities, the trainees will learn how to use the OpenSpan Studio

software.

The end user plays a critical role in the success of the OpenSpan training sessions. Training is delivered over

4-Days and can be scheduled at the Client Site or at the OpenSpan Headquarters in Alpharetta, GA. All training is

delivered by a certified OpenSpan Trainer.

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Introduction and Timeline

Welcome to OpenSpan v6.12 Core Training!

In the following days you will be exposed to a powerful and flexible software that provides a unique, intuitive,

rapid visual development that allows you to create runtime solutions. This course is intended to provide

instruction on using OpenSpan Studio to create application integration and automation projects which enable

end-users to complete tasks more efficiently.

What to Expect from OpenSpan® End User Core Training

OpenSpan Core training will teach users how OpenSpan Studio works, from data flow to setup and to day-to-day

operations. OpenSpan core training includes a detailed instructor-led walk through of the software, including

group discussion, instructor lab-activities, group lab activities, and self-paced lab activities along with end-user

OpenSpan Training Certification Exams.

Training Time Line and Class Flow

OpenSpan Core End User training is a series of sessions carefully designed to present information in an organized

and practicable manner. As User Roles are defined, we can better scope who will attend the different training

sessions.

Training Guidelines and Prerequisites

The aim of the Educational Services Department is to ensure that you obtain proper and complete understanding

of the OpenSpan software.

Students should ideally be removed from day-to-day operations so they can concentrate entirely on OpenSpan

Core Training. Each Student will need to bring a laptop computer meeting the following OpenSpan’s minimum

specs:

OpenSpan Minimum Specification Requirements:

1.6 Gigahertz (Ghz) or 32-Bit (x86) Processor 1 gigabyte (GB) of RAM or Higher for 32-bit operating system 2 gigabyte (GB) of RAM or Higher for 64-bit operating system Note: Add 512 MB in you are running in a virtual machine 100MB of available hard drive space Microsoft Windows XP with SP 3 (32-bit)

Window 7, Service Pack 1 (32- and 64-bit) Microsoft Internet Explorer version 7 (32- or 64-bit)

Microsoft Internet Explorer version 8 (32- or 64-bit*) Microsoft Internet Explorer version 9 (32-bit)

Microsoft visual Studio 2010 Shell (isolated) with SP1 Microsoft .NET Framework 4.0

Microsoft Windows Installer 3.1 or later. *OpenSpan Studio does not support the 64-bit version of IE version 8 on Windows 7, Service Pack 1. This also applies to OpenSpan Runtime.

Internet Explorer Protected Mode, available when running IE 7, 8 or 9 in Windows Vista or Windows 7, must be turned off for OpenSpan Studio to function properly.

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Training Delivery

Training Sessions

Name of Session

Dates

Start Time

End Time

Audience

Location

OpenSpan V5.2 Core Training 8:30 AM – 4:30 PM Developers, Administrators, Managers 8:30 AM – 2:30 PM

Training Outlines are used only as a guide line. Each topic length could be longer or shorter, depending on learning levels and course

participation.

Adjustments will be made as necessary when changes arrive. Your flexibility and understanding are appreciated.

Training Outline: v6.1 OpenSpan Core Training

Day One –

Time

Topic

Notes

Attendees

8:30 AM - 8:45 AM Welcome and Course Introduction Developers, Administrators, Managers

8:45 AM – 11:30 PM

Module 1: OpenSpan Studio 6.1 Basic

Chapter 1: Introduction to OpenSpan

 OpenSpan Terminology

o What is a Solutions and/or a Projects in OpenSpan o What are Adapters and Controls in OpenSpan

o What is the Integrated Development Environment in OpenSpan

o Toolbars (Standard, OpenSpan Project Toolbar, OpenSpan Automation Toolbar) o Understanding Tool and Designer Windows

 Window Arrangement

o How to use the Docking Tools and Auto Hide features Chapter 2: Developing OpenSpan Solutions

 Building Your First Solution o New Solution

o Setting Properties for the Web Application o Interrogating the Web Application

o Setting Properties for a Windows Application o Interrogating a Windows Application

o Connecting the Data and Execution Paths Chapter 3: OpenSpan Window Adapter

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o Working with Control Properties

 How to add a Windows Application to a Project o How to Interrogate the Window Application o Understanding and How to modify Match Rules

 Creating, Modifying and Running an Automation

o Working with Event Links and Event Link Properties Chapter 4: OpenSpan Web Adapter

 How to add a Web Application to a Project o Creating and Configuring a Web Apater o How to Interrogate the Web Application o How to add automation

o How to test your solution

 Understanding Local and Global Components 11:30 PM - 12:30

PM

Lunch

12:30 PM – 1:30 PM Module 1: OpenSpan Studio v6.1 Basic Certification Exam

1:30 PM – 4:15 PM

Module 2: OpenSpan Studio 6.1 Windows Integration

Chapter 5: Defining the Windows Adapter Design Properties

 How to set and configure Windows Adapter Properties o How to set Path and Target Path

o How to set HookChild Processes

o How to set StartMethod (Start, StartAndWait,, Monitor All) properties o How to set StartOnProjectStart

o Working Directory o How to set Arguments

o How to set HideApplicationAtRuntime

 How to use an Argument when Opening an Application Chapter 6: Interrogating Windows Applications

 Understanding the Interrogation Function

o How to create a Control from a Windows Tab o File Menu Options

 Working with Interrogate Objects

 How to Interrogate Windows Applications o Working with Uniquely Matching Targets

 Working with Controls

o How to create controls o How to highlight controls o How to add a menu option Chapter 7: Understanding Match Rules

 Overview of Windows Adapter Match Rules o Match Rules in Action

 Exploring Windows Match Rules

o Working with Window Text and Class Name Match Rules

o Working with Windows Default Match Rules and Default Match Rule Properties

 Working with Button Style Match Rules

4:15 PM – 4:30 PM Wrap Up Review Day 1

Day Two –

Time

Topic

Notes

Attendees

8:30 AM - 8:45 AM Welcome and Review Day 1 Developers, Administrators, Managers

8:45 AM – 10:30 AM

Module 2: OpenSpan Studio 6.1 Windows Integration - Continued

Chapter 8: Matching MDI Child Windows

 Overview of the MDI Application

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Page 8  Working with Keys in an application

 How to Interrogate MDI Application

 How to create a solution with DMI Child Key Values Chapter 9: Using OpenSpan Help and Support Site

10:30 AM –11:30 AM

Module 2: OpenSpan Studio v6.1 Window Integration Certification Exam

11:30 AM - 12:30 PM

Lunch

12:30 PM – 4:15 PM

Module 3: OpenSpan Studio 6.1 Web Integration

Chapter 10: Defining Web Adapter Properties, Methods and Events

 Working with Windows and Web Adapter Properties, Methods, and Events o StartPage Property

o Target Creation o Created Event o IsCreated Property o WaitForCreate Method Chapter 11: Interrogating Web Applications

 Understanding the Interrogation Function o Working with Select Elements

 How to create a Global Web Page

 How to Interrogate Web Objects

Chapter 12: Understanding Web Adapter Match Rules

 Overview of Web Adapter Match Rules

 Exploring Web Application Rules

o Working with different types of Web Application Match Rules

 Working with Web Default Match Rules

 Working with an Attribute Value in a Web Match Rule

 Working and Modifying Key Default Match Rules

 How to Modify a Document Title Match Rule

 Understanding Ambiguous Match o Working with Controls

 How to Modify an Element Inner Text Match Rule 4:15 PM – 4:30 PM Wrap Up Review Day 2

Day Three –

Time

Topic

Notes

Attendees

8:45 AM – 10:30 AM

Module 3: OpenSpan Studio 6.1 Web Integration - Continued

Chapter 13: Web Application Automations

 Overview of Automating Logins

 Working with a Web Login Form

o Create, Modify, and Test Login Automation o Create, Modify, and Test Verification Logic Working with Raising Web Control Events

Chapter 14: Web Application Navigation

 Overview of Interrogating Links

 How to create and test Raising Web Control Events

 Overview of Automate Link Selection

 Overview of Navigating Links

 How to modify the Auto-Login Process 10:30 AM – 11:30

AM Module 3: OpenSpan Studio v6.1 Web Integration Certification Exam 11:30 AM - 12:30

PM

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12:30 PM – 3:30 PM

Module 4: OpenSpan Studio 6.1 Runtime and Project Deployment

Chapter 15: Building and Deploying OpenSpan Projects

 Overview of Project Properties o Solution Configuration o Application Page o Build Page o Deployment Page

 Overview of Release and Debug Files

 How to set Project Properties for Debug Configuration

 How to set Project Properties for Release Configuration

 How to Deploy a Project

o How to test in OpenSpan Studio o How to Deploy Package Files

o Working with the OpenSpan Runtime Project Load Process

o How to create Deployment Package with a Default Configuration Project Item

 How to deploy a Project with a Readme.txt file Chapter 16: Using Configuration Project Items

 Overview of Configuration Project Item

 How to Create and Modify Configuration Project Items

 How to Create and Modify Project Item Profiles

Chapter 17: Deploying and Using OpenSpan Management Console

 Overview of OpenSpan Server

 How to set up systems to Run OpenSpan Projects o Distribution of Location Access

o Working with OpenSpan Runtime Configuration Files and Settings o How to set Local Project File Extract Directory

o How to set Project Load Method o How to Launch OpenSpan Runtime

 Working with Load Local vs. Load Recent projects

 How to load a project from a Command Line

 How to automatically Load Project on OpenSpan Runtime Start Chapter 18: Configuring and Using OpenSpan Runtime

 Overview of Configuration Project Item

 How to Create and Modify Configuration Project Items

 How to Create and Modify Project Item Profiles Chapter 19: Troubleshooting Runtime

 Overview of Diagnostics

 How to enable Diagnostic Publishing

 OpenSpan Runtime Tips and Troubleshooting

3:30 PM – 4:30 PM Module 4: OpenSpan Studio v6.1 Runtime and Project Deployment Certification Exam

Day Four –

Time

Topic

Notes

Attendees

8:45 AM – 12:00 PM

Module 5: OpenSpan 6.1 Diagnostics and Debugging

Chapter 20: Debugging OpenSpan Projects

 Overview of the OpenSpan Debugging Features

 Working with Breakpoints

o How to run a Project with Breakpoints o Working with the Breakpoint Window

 How to add Breakpoints and Step Into a Project

 Working with Automation Locals and Watches

 How to use Automation Locals and Automation Watches o Working with Threads

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Page 10 o Working with a Call Stack

 How to View thread and Call Stack Information in OpenSpan Chapter 21: OpenSpan studio Diagnostics Publishers

 Overview of Application Diagnostic Settings

 Working with Log Categories and Settings

 Working with Diagnostic Publisher o How to use File Publisher o How to use Event Log Publisher o How to use Output window Publisher o How to use Tracing Options

 How to Enable Publishing to Output Windows

 Working with a DiagnosticsLog Component

 Working with LogBeforeExecution and LogAfterExecution

 How to use the DiagnosticsLog Component Chapter 22: Error Handling and Suppression

 Overview of the Try – Catch Exception Handling o How to add Try – Catch Exception Handling

 How to Add Try – Catch Exception Handling o How to Test the Project

o How to Catch Project Errors

 Working with Error Suppression

 Working with Automation Errors Working with Adapter Errors

12:00 AM - 1:00 PM

Lunch

1:00 PM –2:00 PM Module 5: OpenSpan v6.1 Diagnostics and Debugging Certification Exam 2:00 PM – 2:30 PM Wrap Up Review

Day 4

Training Methods



Instructor Lab Activity, Group Lab Activity, Self-Paced and Workshop Lab Activities.



Group Discussions



Knowledge Checks



Certification Exams

Materials and Resources

Name

User Audience

Format

Notes

Training Plan (This document)

Developers, Administrators, Managers

Electronic Delivered early in implementation as a baseline for the training portion of the project 6.1 OpenSpan Core

Training Manual

Developers, Administrators, Managers

Paper Distributed in the training and 1 color training manual per user.

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Training Resources



Training Room



Projector connected to main Power User’s computer



Computer (at least one computer for every two students)



Trainer Workstation with OpenSpan Studio installed



White board or flip chart with markers

Revision & Sign-off Sheet

Change Record

Date

Author

Version

Change Reference

Document Properties

Document Title Training Plan – v6.1 OpenSpan Core Training Author Bobby Underwood, Director of Training Creation Date

V 6.1 Core Training Training Plan