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K2 Blackpearl 101 Course (3 Days)


Course Outline
The following outlines what will be covered in each module:

  • Module 1: K2 Fundamentals
    • Overview of K2 Platform
    • Introduction to common terminology
  • Module 2: K2 Building Blocks
    • Introduction to application building blocks, such as SmartObjects
    • Introduction to process building blocks, such as activities, events, lines and rules
    • Overview of the K2 designers, the K2 Workspace, reports, notifications and users and roles
  • Module 3: Smart Objects
    • Create SmartObjects in K2 Designer for Visual Studio
    • Create associations between multiple SmartObjects
    • Populate SmartObjects via an ASP.NET page or InfoPath form
  • Module 4: About the K2 Designer for Visual Studio
    • Overview of the K2 Designer for Visual Studio and Visual Studio 2005 features
    • Introduction to Hot Keys, Mouse Gestures, Toolbox Items, the K2 Object Browser, and commonly used windows
  • Module 5: Using the K2 Designer for Visual Studio
    • Work with the K2 Designer for Visual Studio to become familiar with the various pieces of a process
    • Become familiar with activities and events to build a workflow project
    • Understand how to work with hot keys and mouse gestures
    • Understand how to include SmartObject data in the Forms Generation Client Event
    • Understand how to build and deploy K2 processes
    • Learn about the document view canvas
  • Module 6: K2 Workspace
    • Become familiar with the K2 Workspace, including Worklist items, Reports, Management Console, Notification and Custom events
  • Module 7: K2 Workspace Management Console
    • Set security on a process to allow a user to start a process
    • Define a role and add a role item
    • Modify a process to use a role instead of a user
  • Module 8: K2 Worklist
    • Add the K2 Worklist Web Part to a page in SharePoint
    • Use the workspace to manage worklist items
    • Action items from the worklist
    • Batch action items from the worklist
  • Module 9: K2 Workspace Reporting
    • Understand how to access the built in reports, including View Flow
    • Create a report
    • Use filtering and grouping in reports
    • Import a SQL Reporting Services reports and view in the K2 Workspace
  • Module 10: K2 Workspace Notifications
    • Understand how to configure event notifications
    • Take advantage of Process Fields when building event notifications
  • Module 11: K2 Web Designer
    • Understand how to use Process Templates in the K2 Web Designer
    • Learn how to work with Users and Groups in the K2 Web Designer
    • Learn how to create Actions and Outcomes in the K2 Web Designer
    • Use the Wizards in the K2 Web Designer to build a process
    • Learn how to build and deploy processes via the K2 Web Designer
  • Module 12: K2 Designer for Visio
    • Enable K2 Integration in Microsoft Office Visio 2007
    • Open a diagram and bind shapes to workflow activities
    • Learn how to use Line Rules in Visio
    • Deploy a process from Visio
  • Module 13: Collaborative Application Design
    • Export a process using the K2 Designer for Visio
    • Enhance the process using the K2 Designer for Visual Studio
    • Learn how to modify code in the K2 Designer for Visual Studio
    • Demonstrate the complete lifecycle of process development
  • Module 14: InfoPath
    • Learn how to use the InfoPath Integration Process Wizard
    • Learn how to configure the InfoPath Client Event Wizard
  • Module 15: SharePoint Administration
    • Learn about the SharePoint Sites and Workspaces, Lists and Libraries, and User Management Wizards
  • Module 16: SharePoint Administration – Sites and Workspaces
    • Understand how to use the SharePoint Sites and Workspaces event
    • Leverage an existing InfoPath form library and InfoPath form to initiate the site creation request
  • Module 17: SharePoint Administration – Lists and Libraries
    • Learn to use the SharePoint Lists and Libraries process event to create, update and delete document libraries and lists
  • Module 18: SharePoint Administration – User Management
    • Learn how to apply User and Group permissions for SharePoint Sites
    • Learn how to manage site permissions
  • Module 19: SharePoint Content Management
    • Learn about the SharePoint Content Management wizards, including Workflow Integration, Event Integration, Documents, List Items, Search Results, Records Management, and Publishing
  • Module 20: SharePoint Content Management – Workflow Integration
    • Understand and use the K2 SharePoint Workflow Integration Process Wizard
    • Understand and use the SharePoint Workflow Integration Client Events Wizard
    • Use the basic ASP.NET form for completing tasks in a SharePoint workflow process
    • Use SharePoint process data in a SharePoint Workflow process
  • Module 21: SharePoint Content Management – Documents and List Items
    • Update document metadata in a process using the SharePoint Documents event wizard
    • Insert a new list item in the Links list with a link to the updated document
  • Module 22: SharePoint Content Management – Search Results
    • Learn how to search for Documents in a SharePoint Document Library
  • Module 23: SharePoint Content Management – Records Management
    • Create a process that takes search results and archives the documents
    • Place a hold on the newly archived documents in the Records Center
  • Module 24: SharePoint Content Management – Event Integration
    • Create a process that is started by an event triggered from a SharePoint List and Library
    • Understand the basic steps needed to integrate with SharePoint technologies
  • Module 25: SharePoint Content Management – Publishing
    • Build upon the basic steps needed to integrate with SharePoint technologies
    • Publish a new SharePoint Publishing page based upon content within a document
  • Module 26: Delivering K2 Information in SharePoint (BDC)
    • Expose SmartObject data via the BDC
    • Understand how to create and manage K2 Applications in the BDC

Course Hourly Time Table

Day 1

Time
Module Name
Description
0900 - 1000 Welcome and Introduction Introduction to BlackPearl and its architecture.
1015 - 1230 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 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
1515 - 1700 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 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 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 Miscellaneous workspace features Walk though for some other features in workspace like redirection, sleeping, etc.
1445 - 1700 Reporting Student must create two reports. One with process data and one with business data.

Day 3

0900 - 1030 K2 Blackpearl Infopath Integration Student must create a process with Infopath form integration.
1045 - 1200 Infopath hands-on integration lab
1300 - 1600 K2 Blackpearl MOSS Integration Student must create and incorporate MOSS integrated process development with K2 Blackpearl process development tools.

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.

Go to K2 Blackpearl Infrastructure Course Outline Page

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Inobits, Inc.
600 Anton Blvd. 11th Fl.
Costa Mesa, CA 92626
Phone: (714) 371-4232
Fax: (714) 371-4001