OVERVIEW
This course provides a guided hands-on walkthrough of the various Hansen Portfolio interfaces available to you to support interrogation and maintenance of your customer portfolio data.
BENEFITS
You will gain practical knowledge of the Hansen Portfolio functions and build on the knowledge acquired during the Hansen Portfolio Overview course to view and edit the customer portfolio using built-in APIs. This includes setting up and maintaining user authorization, creating and maintaining the state machine, and creating data snapshots.
INTENDED AUDIENCE
This course provides hands-on experience for anyone who will be performing administration, data reviews, quality assurance and integration of the Hansen Portfolio with upstream and downstream systems. Those who would benefit from this course include Quality Assurance Managers, System Administrators and Integration Specialists.
COURSE PREREQUISITES
Completion of the Hansen Portfolio Overview course is mandatory before attending this course.
A working knowledge of your company’s integrated business processes involving customer portfolio maintenance would also be beneficial.
COURSE OUTCOMES
Once you have completed this course you will be able to perform the following:
- Navigate the Hansen Portfolio user interface
- Execute queries to view the customer portfolio and edit customer portfolio items
- Create a snapshot of the customer portfolio and use it to rollback if needed
- Configure the Technical types for portfolio items
- Manage permissions for roles and groups to support application authorization
- Manage the State Machine that supports the lifecycle of Portfolio items
- Identify monitoring, tracing and logging tools.
KEY TOPICS
- Introduction
- View / Edit Portfolio items
- Large and Sub-Portfolio items
- Create Snapshot
- Configuration Management
- Manage Authorization
- Manage State Machine
- Identify monitoring, tracing and logging tools.
COURSE QUALIFICATION
The course concludes with an online exam which tests your theoretical and practical knowledge of Hansen Portfolio Fundamentals. Upon successful completion of the exam and full course attendance you will gain Hansen Portfolio Fundamentals Certification.
Qualification – Hansen Portfolio Fundamentals Certified
LEARNING LABS
This course is delivered as an instructor-led course or online interactive course. A Hansen Portfolio Learning Lab is required.
COURSE DURATION
1 Day