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K2 Blackpearl 101 Course (3 Days)
Course
Outline
The following outlines what will be covered in each module:
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Module 1: K2 Fundamentals
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Overview of K2 Platform
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Introduction to common terminology
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Module 2: K2 Building Blocks
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Introduction to application building blocks, such as SmartObjects
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Introduction to process building blocks, such as activities, events, lines and
rules
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Overview of the K2 designers, the K2 Workspace, reports, notifications and
users and roles
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Module 3: Smart Objects
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Create SmartObjects in K2 Designer for Visual Studio
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Create associations between multiple SmartObjects
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Populate SmartObjects via an ASP.NET page or InfoPath form
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Module 4: About the K2 Designer for Visual Studio
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Overview of the K2 Designer for Visual Studio and Visual Studio 2005 features
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Introduction to Hot Keys, Mouse Gestures, Toolbox Items, the K2 Object Browser,
and commonly used windows
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Module 5: Using the K2 Designer for Visual Studio
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Work with the K2 Designer for Visual Studio to become familiar with the various
pieces of a process
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Become familiar with activities and events to build a workflow project
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Understand how to work with hot keys and mouse gestures
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Understand how to include SmartObject data in the Forms Generation Client Event
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Understand how to build and deploy K2 processes
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Learn about the document view canvas
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Module 6: K2 Workspace
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Become familiar with the K2 Workspace, including Worklist items, Reports,
Management Console, Notification and Custom events
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Module 7: K2 Workspace Management Console
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Set security on a process to allow a user to start a process
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Define a role and add a role item
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Modify a process to use a role instead of a user
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Module 8: K2 Worklist
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Add the K2 Worklist Web Part to a page in SharePoint
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Use the workspace to manage worklist items
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Action items from the worklist
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Batch action items from the worklist
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Module 9: K2 Workspace Reporting
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Understand how to access the built in reports, including View Flow
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Create a report
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Use filtering and grouping in reports
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Import a SQL Reporting Services reports and view in the K2 Workspace
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Module 10: K2 Workspace Notifications
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Understand how to configure event notifications
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Take advantage of Process Fields when building event notifications
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Module 11: K2 Web Designer
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Understand how to use Process Templates in the K2 Web Designer
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Learn how to work with Users and Groups in the K2 Web Designer
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Learn how to create Actions and Outcomes in the K2 Web Designer
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Use the Wizards in the K2 Web Designer to build a process
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Learn how to build and deploy processes via the K2 Web Designer
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Module 12: K2 Designer for Visio
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Enable K2 Integration in Microsoft Office Visio 2007
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Open a diagram and bind shapes to workflow activities
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Learn how to use Line Rules in Visio
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Deploy a process from Visio
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Module 13: Collaborative Application Design
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Export a process using the K2 Designer for Visio
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Enhance the process using the K2 Designer for Visual Studio
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Learn how to modify code in the K2 Designer for Visual Studio
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Demonstrate the complete lifecycle of process development
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Module 14: InfoPath
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Learn how to use the InfoPath Integration Process Wizard
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Learn how to configure the InfoPath Client Event Wizard
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Module 15: SharePoint Administration
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Learn about the SharePoint Sites and Workspaces, Lists and Libraries, and User
Management Wizards
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Module 16: SharePoint Administration – Sites and Workspaces
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Understand how to use the SharePoint Sites and Workspaces event
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Leverage an existing InfoPath form library and InfoPath form to initiate the
site creation request
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Module 17: SharePoint Administration – Lists and Libraries
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Learn to use the SharePoint Lists and Libraries process event to create, update
and delete document libraries and lists
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Module 18: SharePoint Administration – User Management
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Learn how to apply User and Group permissions for SharePoint Sites
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Learn how to manage site permissions
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Module 19: SharePoint Content Management
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Learn about the SharePoint Content Management wizards, including Workflow
Integration, Event Integration, Documents, List Items, Search Results, Records
Management, and Publishing
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Module 20: SharePoint Content Management – Workflow Integration
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Understand and use the K2 SharePoint Workflow Integration Process Wizard
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Understand and use the SharePoint Workflow Integration Client Events Wizard
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Use the basic ASP.NET form for completing tasks in a SharePoint workflow
process
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Use SharePoint process data in a SharePoint Workflow process
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Module 21: SharePoint Content Management – Documents and List Items
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Update document metadata in a process using the SharePoint Documents event
wizard
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Insert a new list item in the Links list with a link to the updated document
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Module 22: SharePoint Content Management – Search Results
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Learn how to search for Documents in a SharePoint Document Library
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Module 23: SharePoint Content Management – Records Management
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Create a process that takes search results and archives the documents
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Place a hold on the newly archived documents in the Records Center
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Module 24: SharePoint Content Management – Event Integration
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Create a process that is started by an event triggered from a SharePoint List
and Library
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Understand the basic steps needed to integrate with SharePoint technologies
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Module 25: SharePoint Content Management – Publishing
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Build upon the basic steps needed to integrate with SharePoint technologies
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Publish a new SharePoint Publishing page based upon content within a document
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Module 26: Delivering K2 Information in SharePoint (BDC)
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Expose SmartObject data via the BDC
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Understand how to create and manage K2 Applications in the BDC
Course Hourly Time Table
Day 1
Time
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Module Name
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Description
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| 0900 - 1000
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Welcome and Introduction |
Introduction to BlackPearl and its architecture. |
| 1015 - 1230
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Ice breaker : Designing, deploying and testing a
BlackPearl Process |
Student must design a basic process and use the
auto form generation event. Deploy the process. Set the security. Kick of the
project using the workspace and interact with the process through the workspace |
| 1230 - 1500
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Building a real process: Using the ROM and ASP.Net to interact
with BP. Include debugging errors. |
Student must build a start\ kick off asp.net page
for the process and replace the auto generated page with an ASP.net page
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| 1515 - 1700
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Using SmartObjects |
Student must create a smart object in VS. Add the smart object
to the solution and interact with it through ADO. |
Day 2
| 0900 - 1030
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Destinations : Adding roles to the
solution to control destinations |
Student must define and add a role to the process (Would be a
good idea to include forms based authentication to include SQL User Admin
users) |
| 1040 - 1300
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Gearing up : Add escalations, succeeding rules and
server events to the solution |
Student must add a succeeding rule, escalation (event and
process) and a server event to the solution. |
| 1400 - 1430
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Miscellaneous workspace features |
Walk though for some other features in workspace like
redirection, sleeping, etc. |
| 1445 - 1700
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Reporting |
Student must create two reports. One with process data and one
with business data.
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Day 3
| 0900 - 1030
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K2 Blackpearl Infopath Integration |
Student must create a process with Infopath form integration. |
| 1045 - 1200
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Infopath hands-on integration lab |
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| 1300 - 1600
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K2 Blackpearl MOSS Integration |
Student must create and incorporate MOSS integrated process
development with K2 Blackpearl process development tools. |
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K2 Blackpearl 101
Roadmap
Audience: Developers – will assume
delegates can write asp.net applications. Previous knowledge of K2 2003 is not
required, but would be beneficial.
Inobits also offers 1 day update training classes for
audiences that need a refresher, new hires, or Service Pack updates.
For more information and complete details on K2 training please call (714)
371-4232 or send us an e-mail.
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| U.S Office Location |
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Inobits, Inc.
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600 Anton Blvd. 11th Fl.
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Costa Mesa, CA 92626
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Phone: (949) 870-9463
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Fax: (714) 371-4001
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