iTop Portal Configuration Training
Customizing your customer portal.
Course objectives.
- Understand the concepts of secure access to data through the client portal
- Adapt the user portal to create a smoother user experience
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Make different portal building blocks available
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Create automations
Next session(s)
Every month
In-person
1.5 consecutive days on your premises
Online
3 online sessions (2hours each)+ 1 hour & 3 hours of personal exercises
Language
French, English
Description.
Aimed at those who are responsible for customizing their iTop Customer portal.
The training combines theory with hands-on exercises, during which you’ll be able to customize a dedicated customer interface to ensure an optimal experience:
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You will learn how to restrict access to your customers’ data.
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You will create building blocks and forms tailored to how they use the tool.
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You will be able to pre-fill certain information.
At the end of the course, you will be able to customize your iTop Portal.
How it works.
Teaching method
- 70% theory to build solid foundations
- 30% hands-on practice to turn knowledge into skills
Target audience
- ITop Application Managers
Prerequisites
- Basic web application knowledge
- Completion of the Designer course
- Knowledge of the iTop datamodel
Detailed program.
Introduction to the Customer Portal
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Core concepts
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Portal usability and navigation
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Building the training data required using the Designer
Controlling data access security
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User profiles
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Scopes
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Filters on portal bricks
Managing forms and blocks
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Creating forms for creation, editing, and viewing
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Creating bricks to: create objects, list objects from a class with filtering, and search for objects
Automations
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Form pre-filling
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Chaining forms and bricks
Other types of bricks
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Browse brick (navigate the hierarchy)
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User profile brick
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Communication brick