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1 Serena Education Services Education Course Catalog Education Offerings LPD 3/31/17

2 Page 2 Table of Contents Education Delivery Options SBM Essentials SBM for Users SBM Designer and Administrator SBM Advanced Designer SBM Advanced Orchestrations and Scripting SDA Essentials SDA Admin Essentials SDA for Release Engineers SSM Orientation SSM Incident and Problem Management SSM Change and Configuration Management Customizing SSM Dimensions CM for Users Dimensions CM Administrator Fundamentals Dimensions CM for Developers Dimensions CM New Features Fast Track Dimensions CM for Administrators Dimensions RM User Dimensions RM Advanced User 31 PVCS Version Manager for Users 33 PVCS Version Manager for Administrators Using Serena Request Center ChangeMan ZMF Fundamentals ChangeMan ZMF Global & Local Administration 41 ChangeMan ZMF REXX Workshop 43 ChangeMan ZMF ISPF Workshop 45 ChangeMan ZMF Options and Advanced Administration 47

3 Serena Education Services Page 3 Onsite or Private Training Taught at the convenience of your facility. A cost-effective solution for seven or more students requiring the same class. Many of our courses can be taught virtually as a private class. Onsite training is particularly effective for customers with specific, tailored or customized training needs. * Instructor T&E additional. Virtual Classroom Training Virtual training offers real-time, scheduled access and interaction with Serena instructors. Students can hear and speak with other students and the instructor, watch a presentation, and view or navigate through a Serena application. Students have the ability to perform hands-on exercises using Serena s Hosted Training Environment. Reduces travel and time away from the office. Live Classroom Training Offered at our Serena Training Center. Provides an interactive environment where students can share their experience. Each student has a dedicated workstation with training software that simulates the actual application environment. Class sizes are limited, which facilitates one-on-one interaction with the instructor. Contact education@serena.com for dates. Self-Paced elearning Flexible, computer-based training provides a cost-effective way to train technical, administrators and business users. Includes self paced elearning and recorded web seminars. Training at your desktop, 24 hours a day, 7 days a week.

4 Serena Education Services Page 4 Business Manager SBM 100 SBM Essentials Number of Hours: 4 Course Cost: $ per student Available for 30 days from registration. This self-paced elearning course provides the concepts and skills to create and deploy a SBM process app using SBM Composer, configure the app using the Administrator Portal, and test it in as a user. The audience for this course includes individuals who plan on being an SBM administrator and will need to understand the capabilities of the SBM suite of tools. This course is a prerequisite to 200 SBM Designer and Administrator. None Course Objectives: After completion of this course, the student will be able to: Explain how SBM is used to automate and track business processes Define SBM terminology and concepts Navigate SBM Composer Create an Application and Application Workflow Create Roles and assign ownership Set up fields in the Primary table Create an Auxiliary table Modify a Quick form and create a Custom form Deploy a Process App Use the Administrator Portal

5 Serena Education Services Page 5 Business Manager SBM 120 SBM for Users Number of Hours: 4 Course Cost: $ per student Available for 30 days from registration. This self-paced elearning course provides the concepts and skills to use Serena Business Manager process applications from Serena Work Center. The audience for this course is those persons who will use Serena Work Center to work with SBM process apps deployed to their environment. None Course Objectives Attendees of this course learn the following: Explain how SBM is used to automate and track business processes Define SBM terminology and concepts Navigate the Serena Work Center Find, Submit, Transition, and Delegate a Work Item Work with Item Links and Attachments Update an Auxiliary Item Customize Dashboards Create an Activity Feed and a Calendar Feed Find, run, and schedule reports Create a report

6 Serena Education Services Page 6 Business Manager SBM 200 SBM Designer and Administrator Number of Days: 3 Course Cost: $ per student *Onsite Cost: $10, (up to 12 students) This course will provide the foundational concepts and skills needed to: Design and develop a process app Deploy a process app Configure the runtime environment Promote a process app to a production environment The audience for this course includes those who design, build, deploy, modify, and maintain process apps, as well as manage the runtime environment. You should be generally knowledgeable about business processes, technically adept, but do not need to be a software developer. 100 SBM Essentials 120 SBM for Users Course Objectives Upon successful completion of this course, you will be able to: Define SBM terminology and concepts Navigate the Work Center and User Workspace Submit, transition, add links and attachments to Work Items Navigate SBM Composer Create an Application and Application Workflow Create Roles and assign Ownership

7 Serena Education Services Page 7 Business Manager SBM 200 SBM Designer and Administrator, Cont. Course Objectives, cont. Deploy a process app to a run-time environment Configure the runtime environment with SBM System Administrator and Administrator Portal Promote a process app to a production environment with SBM Application Repository Work with Notifications Work with Reports Course Modules Course Introduction Process Apps and Process Design Using a Process App Exploring the SBM Composer Interface Creating a Process App Working with Fields Using Forms Deploying a Process App Using Application Repository Working with Multiple Environments Using the Administrator Portal Working with Notifications Reporting Course Summary Course length and times Classroom: 3 days, 9-5 pm Online: 3 sessions 10:30 a.m. to 4:30 p.m. Eastern time

8 Serena Education Services Page 8 Business Manager SBM 300 SBM Advanced Designer Number of Days: 2 Course Cost: $ per student *Onsite Cost: $ (up to 12 students) This course will provide the foundational concepts and skills needed to: Design process apps with complex workflow process control Use a Web service in an application Build an Orchestration workflow Use advanced form capabilities Import data into an SBM database The audience for this course includes those who will design advanced process apps and consult with team members on advanced techniques for designing process apps. You should be generally knowledgeable about business processes, technically adept, but do not need to be a programmer. The prerequisites for this course are: 100 SBM Essentials 120 SBM for Users 200 SBM Designer & Administrator. Course Objectives Upon successful completion of this course, you will be able to: Create relational fields and configure actions and transitions between multiple workflows

9 Serena Education Services Page 9 Business Manager SBM 300 SBM Advanced Designer, Cont. Course Objectives, cont. Use advanced form design capabilities, including rich form interfaces and JavaScripts Import data into a process app Customize a pre-built process app Add a Web service to an application Create an Orchestration Course Modules Course Introduction Working with Multiple Workflows Advanced Forms Techniques Importing Data Customizing a Pre-Built Process App Using Web Services Creating an Orchestration Course Summary Course length and times Classroom: 2 days, 9-5 pm Online: 2 sessions 10:30 a.m. to 4:30 p.m. Eastern time

10 Page 10 Business Manager SBM 400 SBM Advanced Orchestrations & Scripting Number of Days: 4 Course Cost: $ per student *Onsite Cost: $14, (up to 12 students) This course will provide: Concepts and techniques for using orchestrations to add custom behavior in SBM and connect SBM to SOA-enabled external products Concepts and techniques for writing and applying SBM AppScript scripts to provide custom functionality The prerequisites for this course are: 100 SBM Essentials 120 SBM for Users 200 SBM Designer & Administrator 300 SBM Advanced Designer Trained SBM Designers and Administrators who need to provide customized behavior within SBM or interaction between SBM and other SOAenabled systems. You should be familiar with software programming concepts. Experience with a scripting language, such as VBSript, is a plus. Course Objectives Upon successful completion of this course, you will be able to: Decide between methods for exchanging information between SBM and other products. Describe how the underlying SBM database is structured

11 Page 11 Business Manager SBM 400 SBM Advanced Orchestrations & Scripting, Cont. Course Objectives, cont. Describe SOA and use SOA Web Services Create and invoke Events Build several Orchestration use cases Create and apply SBM AppScripts Course Modules Course Introduction The SBM Database Schema Understanding SBM Web Services Understanding Events Orchestration Use Cases Orchestration Error Handling SBM AppScript Overview Introduction to SBM AppScript Development SBM AppScript Objects SBM AppScript Contexts SBM AppScript Use Cases Course Summary Course length and times Classroom: 4 days, 9-5 pm Online: 4 sessions 10:30 a.m. to 4:30 p.m. Eastern time

12 Serena Education Services Page 12 Deployment Automation 100 SDA Essentials Number of Hours: 4 Course Cost: $ per student Available for 30 days from registration. This self-paced elearning course is designed as an introduction to Release Engineers who will use and modify existing processes, as well as perform and debug deployments using SDA. SDA Users and Administrators. This course is a prerequisite to 200 SDA for Release Engineers. Course Objectives: After completion of this course, the student will be able to: Deploy a basic application Understand and define application and component processes Understand the SDA server architecture Describe the logical building blocks of a deployment: components, processes and snapshots Understand the concept of agent driven deployment Understand environments and pipelines Understand the application inventory Describe snapshots Understand plugins Review and debug a deployment

13 Serena Education Services Page 13 Deployment Automation 120 SDA Admin Essentials Number of Hours: 4 Course Cost: $ per student Available for 30 days from registration. This self-paced elearning course is designed to provide knowledge and skills for a Release Administrator to understand the major concepts of administration and related tasks using SDA. This course is designed as an introduction to Release Administrators who will administer and configure the SDA server and agents. This course is a prerequisite to 200 SDA for Release Engineers. Course Objectives: After completion of this course, the student will be able to: Describe server/agent/client architecture Describe agents plus install, upgrade and testing Describe agent pools and agent relays Describe server agent communication and mutual authentication Describe Code-Station, resources and resource groups, and inventory Describe component versions full vs incremental, version cleanup, polling configuration, import a cm baseline Describe statuses, plugins, install and test a plugin Describe post-processing scripts Add a user, add a role and test a new user Describe notifications and licensing Describe the output log, agent logs and debugging Describe replication

14 Serena Education Services Page 14 Deployment Automation 200 SDA for Release Engineers Number of Days: 2 Course Cost: $ per student *Onsite Cost: $7, (up to 12 students) This course provides the foundational concepts and skills needed to Use Serena Deployment Automation (SDA) for deployment. This course is designed for those who will be responsible for defining the technical detail of release processes and operating SDA to fulfill release automation requirements. Course Objectives Upon successful completion of this course, you will be able to: Describe the deployment automation process Navigate the SDA web client Describe SDA architecture Describe SDA terminology and concepts Object Model, Code Station, Applications, Environments, Components, Resources, Agents Locate and use plug-ins and integrations View component versions, sources, and content Use application gates and snapshots Execute application processes and snapshots Compare environments at component and file level Plan and prepare for process development Create an SDA Application Validate Deployments Enhance an SDA Application Describe the process for creating an advanced SDA Application Course length and times Classroom: 2 days, 9-5 pm Online: 2 sessions 10:30 a.m. to 4:30 p.m. Eastern time

15 Serena Education Services Page 15 Serena Service Manager SSM 100 SSM Orientation Number of Hours: 2 Course Cost: $ per student This self-paced elearning course provides the foundational concepts and terminology needed to use Serena Service Manager (SSM) applications and the skills to navigate the User Workspace. Take this course prior to SSM 120 and SSM 140. SSM users and managers. None Course Objectives Upon successful completion of this course, the student will be able to: Identify and explain SSM terms and concepts Describe SSM support for ITIL Describe Relationships between SSM apps Use Application Tabs Identify Panes and Windows Modify the Application Settings Modify the User Profile Create a Quick Link Create and Organize Favorites Create and Publish a Knowledge Base Article Course length: Online: 2 hrs. Available for 30 days from registration.

16 Serena Education Services Page 16 Serena Service Manager SSM 120 SSM Incident and Problem Management Number of Hours: 4 Course Cost: $ per student This self-paced elearning course is for users of the SSM Incident Management and Problem Management applications, such as Incident Operators, Incident Managers, Problem Managers, and Technical SMEs. It provides the skills to work with items, data, and reports in these workflows. SSM users of the Incident and Problem applications SSM Orientation Course Objectives After completion of this course, the student will be able to: Submit an Incident Resolve an Incident Escalate an Incident Update, Copy or Post a New Incident Categorize by Configuration Item Search for an Incident Post Request for Change (RFC) from Incident Post Problem from Elevated Incident Create and Publish How To Article Incident Change History and File Attachments

17 Serena Education Services Page 17 Serena Service Manager SSM 120 SSM Incident and Problem Management, Cont. Course Objectives, cont. Submit and Update a Problem Classify a Problem Investigate and Hold a Problem Search for a Problem Assess and Resolve a Problem Resolve a Problem and Add an Item Link Publish a Tech Note from a Resolved Problem Use Dashboard Reports for Incidents and Problems Use the Editable Grid Browse and Find Reports Create a Listing Report Use Advanced Lookup Tool Course length: Online: 4 hr. Available for 30 days from registration.

18 Serena Education Services Page 18 Serena Service Manager SSM 140 SSM Change and Configuration Management Number of Hours: 4 Course Cost: $ per student This self-paced elearning course is for users of the SSM Change Management and Configuration Management System (CMS) applications, such as Change Managers, Change Implementers, Configuration Analysts, and Configuration Managers. It provides the skills to work with items, data, and reports in these workflows. SSM managers who will use the Change and CMS applications SSM Orientation Course Objectives Attendees of this course learn the following: Describe SSM support for ITIL Describe Relationships between SSM apps Identify Color Coding for SSM apps Identify CI types and icons (Hardware, Software, Service) Describe the Changes workflow Describe the CMS workflow Explain the Exercise Scenario Create a CI and Add a CI Relationship Post an RFC from an Active CI and Create a Baseline

19 Serena Education Services Page 19 Serena Service Manager SSM 140 SSM Change and Configuration Management Cont. Course Objectives, cont. Approve and Perform a Risk Analysis on an RFC Assign an RFC Implement an RFC Publish an Announcement from an RFC Complete a Post-Implementation Review Verify a CI and its Baseline Submit an RFC Search for an RFC Search for a CI Audit a CI Use Dashboard Reports for Changes and CMS Search for Reports Create a Listing Report Use Manage Data to Update Aux Tables Course length: Online: 4 hr. Available for 30 days from registration.

20 Serena Education Services Page 20 Serena Service Manager SSM 220 Customizing SSM Number of Hours: 8 Course Cost: $ per student *Onsite Cost: $ (up to 12 students) This course provides the concepts and skills to modify elements of SSM process apps and to configure, test, and deploy a customized app. SBM/SSM Administrators who will customize and maintain SSM process apps SSM Orientation SSM Incident & Problem Management SSM Change & Configuration Management SBM Essentials SBM Designer and Administrator Course Objectives Attendees of this course learn the following: Identify the application elements and logic of the SSM Incident Management process app Identify which elements are to be customized View the application elements in SBM Composer Customize data fields in the Incident Management process app Customize workflows, states, and transitions Customize Forms in the Incident Management process app Use SBM Composer and App Repository to deploy your process app LPD 3/31/17

21 Serena Education Services Page 21 Serena Service Manager SSM 220 Customizing SSM Cont. Course Modules Course Introduction Understanding SSM Process Apps Modifying Application Elements Deploying your Process App Testing and Reporting Configuring your Process App Course Summary Course length and times Classroom: 1 day, 9-5 pm Online: 1 session 10:30 a.m. to 4:30 p.m. Eastern time LPD 3/31/17

22 Serena Education Services Page 22 Dimensions CM 100 Dimensions CM for Users Number of Hours: 4 Course Cost: $ per student Available for 30 days from registration. This self-paced elearning course provides the foundational concepts and skills to use Dimensions CM for version management. The audience for this course includes individuals who will use Dimensions CM for version management. This course is a prerequisite to 200 Dimensions CM for Developers. None Course Objectives: After completion of this course, the student will be able to: Define Dimensions CM terminology and concepts Use the Web client, desktop client, and Explorer plulg-in Perform version management tasks using projects and streams

23 Serena Education Services Page 23 Dimensions CM 120 Dimensions CM Administrator Fundamentals Number of Hours: 2 Course Cost: $ per student Available for 30 days from registration. This self-paced elearning course provides foundational knowledge and skills to configure and administer Dimensions CM installations. The audience for this course includes individuals who will configure and administer Dimensions CM installations. This course is a prerequisite to 300 Dimensions CM for Administrators Dimensions CM for Users Course Objectives: After completion of this course, the student will be able to: Describe Dimensions CM architecture Describe Dimensions CM interfaces and clients Configure the Listener service Describe process modeling Navigate the Administration Console Modify the default login values Configure Pulse

24 Page 24 Dimensions CM 200 Dimensions CM for Developers Number of Days: 2 Course Cost: $ *Onsite Cost: $7, (up to 12 students) To provide the knowledge and skills required for developers to perform configuration and change management tasks in Dimensions CM. This course is designed for developers using Dimensions CM for configuration and change management. 100 Dimensions CM for Users Course Objectives Upon successful completion of this course, you will be able to: Perform configuration management using projects and streams Perform parallel development using streams Manage baselines Describe the principles of change management Perform task driven development Create and manage requests Compare streams and projects Use Dimensions CM Pulse Understand Pulse Peer Review

25 Serena Education Services Page 25 Dimensions CM 200 Dimensions CM for Developers, Cont. Course Objectives (continued) Understand SDA deployment Understand Pulse Agile Understand Cherry Pick Merge and Shelving Understand the CM Git Connector Course Modules Course Introduction Enhancements Advanced Version Management Operations Performing Parallel Development using Streams Managing Projects and Streams Visualizing Changesets in Pulse Dimensions Deploy Managing Baselines Creating and Managing Requests Change Management Course Summary Course length and times Classroom: 2 days, 9-5 pm Online: 2 sessions 10:30 a.m. to 4:30 p.m. Eastern time

26 Page 26 Dimensions CM 220 Dimensions CM New Features Fast Track Number of Days: 1 Course Cost: $ To provide a functional overview and hands on training of the new features in the latest release of Dimensions CM. This course is designed for anyone familiar with Dimensions CM who needs supplemental training in the major new technology featured in Dimensions 14.1 and beyond. Solid understanding of Dimensions CM Course Objectives: Identify and understand the features and themes of the new functionality Course Modules Shelves and Cherry Pick Merge Deployment Pulse Annotation and Pulse Peer Review Pulse Agile Course length and times Online: 1 sessions 10:30 a.m. to 4:30 p.m. Eastern time

27 Page 27 Dimensions CM 300 Dimensions CM for Administrators Number of Days: 3 Course Cost: $ *Onsite Cost: $10, (up to 12 students) This course provides the foundational concepts and skills needed to configure a process model within Dimensions CM. It also covers the skills needed to enable the Dimensions CM System Administrator to maintain a Dimensions CM installation. This course is designed for those who will do administration tasks in Dimensions CM. 100 Dimensions CM for Users 120 Dimensions CM Administrator Fundamentals 200 Dimensions CM for Developers Course Objectives Upon successful completion of this course, students will be able to: Implement a Product Configure Lifecycles Configure Requests Configure Items Configure Request and Item Relationships Configure Baselines

28 Serena Education Services Page 28 Dimensions CM 300 Dimensions CM for Administrators, Cont. Course Objectives, cont. Configure Design Parts Configure Users and Role Assignments Configure Privileges Configure Attributes Enforce Change Management through Rules and Request Priming Understand and use Changesets Configure an SDA Deployment scenario Understand and use Pulse Agile Course Modules Course Introduction Base Database Management Implementing a Product Configuring Lifecycles Configuring Request Types Configuring Item Types Request and Item Relationships Creating Design Parts Creating Streams and Branch Names Deployment User Administration Privileges Attributes and Valid Sets Using Request Templates Enforcing Change Management Data Formats and Upload Rules Wrap up exercise and Course Summary

29 Page 29 Dimensions RM 100 Dimensions RM User Number of Days: 1 Course Cost: $ per student *Onsite Cost: $ (up to 12 students) The goal of this course is to provide you with the fundamental concepts and procedures needed to begin working with Dimensions RM. This course assumes that you can use intermediate level Web Browser functions; understand the basic principles of life cycle traceability; understand your company s basic engineering processes; understand basic Change and Configuration Management; can abstract external processes and terminology to your company s implementation and can navigate local and network file systems The audience for this course includes users who will create and use the Dimensions RM module for requirements management activities in their organization. It also is needed for Project Administrators who set up and maintain the project within Dimensions RM. Course Objectives This course is designed for those who will use the Dimensions RM Browser interface to: View requirements Retrieve requirement reports Recommend requirement changes Collaborate on requirement content

30 Serena Education Services Page 30 Dimensions RM 100 Dimensions RM User, Cont. Course Objectives, cont. Analyze Requirements Implement Requirements Course Modules: Explain how Dimensions RM addresses the need for requirements management. Define basic terminology and concepts related to requirements management and Dimensions RM. Use the RM Browser interface to create, edit and link requirements. Collaborate with others in developing requirements. Query and reporting in RM. Run existing reports and print and save the results.. Find requirements with Quick Search. Run existing reports and print and save the results. History and Baselines. Course Length and times: Classroom: 1 days, 9-5 pm Online: 1 session 10:30 a.m. to 4:30 p.m. Eastern time

31 Page 31 Dimensions RM 200 Dimensions RM Advanced User Number of Days: 2 Course Cost: $ per student *Onsite Cost: $ per onsite The goal of this course is to provide you with the advanced concepts and procedures needed to fully make use of Dimensions RM. 100 Dimensions RM User This course is designed for those who are already familiar with the basic requirements and reporting features of the Dimensions RM Web interface and now wish to become power users with a full understanding of available options and advanced user features. Course Objectives Upon successful completion of this course, you will be able to: Create Class, Relationship, and Traceability reports Import content into documents Create and manage snapshots, baselines, and collections Manage requirements and projects Conduct polls Compare and merge concurrent edits of documents

32 Serena Education Services Page 32 Dimensions RM 200 Dimensions RM Advanced User Cont. Course Modules Introduction Queries & Reports Importing Requirements Containers Categories Project Settings Creating Projects Administering Projects Defining Classes Managing Categories Collaboration Course Length and times Classroom: 2 days, 9-5 pm Online: 2 Sessions 10:30 a.m. to 4:30 p.m. Eastern time

33 Page 33 PVCS Version Manager PVCS Version Manager for Users Number of Days: 1 Course Cost: $ *Onsite: $ (up to 12 students) To provide Version Manager users with the fundamental concepts and procedures needed to begin working with Version Manager. This is an entry level course in Version Manager. To get the maximum benefit from this course, you should meet the following prerequisites: Know the operating environment where your Version Manager archives will reside Have a working knowledge of Windows environment and in using two or more Windows applications Have some familiarity with software configuration management concepts. Have some familiarity with a web browser if you are going to use the VM Web client feature. This Version Manager User course satisfies the prerequisite for the Version Manager Administrator course. The course is designed for anyone who needs an overview of the basic Version Manager features.

34 Serena Education Services Page 34 PVCS Version Manager PVCS Version Manager for Users Cont. Course Objectives Upon successful completion of this course, you will be able to: Check out and check in files Set and use version labels Create and change workspaces Lock and unlock archives Generate reports Maintain production releases through branching, merging, and promotion models Course length and times Classroom: 1 day, 9-5 pm Online: 1 sessions 10:30 a.m. to 4:30 p.m. Eastern time

35 Page 35 PVCS Version Manager PVCS Version Manager for Administrators Number of Days: 3 Course Cost: $ *Onsite: $10, (up to 12 students) This online course provides Version Manager administrators with the fundamental concepts and procedures needed to administer Serena s Version Manager system. To get the maximum benefit from this course, you should have a basic understanding of these topics: Using Version Manager from a developer s perspective (Version Manager for Users course) The operating environment where your Version Manager archives will reside SCM concepts The course is designed for anyone with responsibility for administering a Version Manager implementation. Course Objectives Upon successful completion of this course, you should be able to: Create and configure Version Manager project databases and projects Establish security Manage and maintain project databases Plan and implement Serena Version Manager

36 Serena Education Services Page 36 PVCS Version Manager PVCS Version Manager for Administrators Cont. Plan and implement Serena Version Manager Understand VM File Server Course length and times Classroom: 3 days, 9-5 pm Online: 3 sessions 10:30 a.m. to 4:30 p.m. Eastern time

37 Serena Education Services Page 37 Serena Request Center 120 Using Serena Request Center Number of Hours: 2 Course Cost: $ per student This course provides the knowledge and skills to navigate Serena Request Center, to work with service requests and incidents in SRC, and to customize SRC with new services and categories. SRC Users and Administrators None Course Objectives Attendees of this course learn the following: Identify and explain SRC terms and concepts Identify and Follow the Request Fulfillment Workflow Use Request Center Tabs and Help View the Service Catalog Check the Status of a Request View Knowledge Center Articles Add a Comment to a Knowledge Center Article Search for a Service Request a Service Report an Issue Customize Request Center Logo and Banner Add a Service Category to the Request Center Add a Service to the Request Center

38 Serena Education Services Page 38 Serena Request Center 120 Using Serena Request Center, Cont. Report an Issue Customize Request Center Logo and Banner Add a Service Category to the Request Center Add a Service to the Request Center Customize Reports Edit Requests Report Course length: Online: 2 hr. Available for 30 days from registration.

39 Page 39 ChangeMan ZMF 200 ChangeMan ZMF Fundamentals Number of Days: 2 Course Cost: $ *Onsite Cost: $ (up to 12 students) This course provides an in-depth understanding of all Serena ChangeMan ZMF product functions. It is the foundation for further Serena ChangeMan ZMF instruction. 100 ChangeMan ZMF Basics Familiarity with the mainframe and ISPF Knowledge of software development, change migration, and installation procedures. Experience with the translation process of source code (any language) and included copy modules into an executable load module First time users of Serena ChangeMan ZMF (i.e. software developers) Individuals assisting or supporting development staff (i.e. project leaders, development managers, data center support staff, change control staff) Global and local Serena ChangeMan ZMF administrators Corporate auditors seeking increased understanding of Serena ChangeMan ZMF functions and processes Course Objectives Learn terminology and general concepts including library architecture and change package lifecycle Discover navigation techniques for Serena ChangeMan ZMF panels

40 Serena Education Services Page 40 ChangeMan ZMF 200 ChangeMan ZMF Fundamentals Cont. Topics Covered Understand the use of translation utilities (i.e. CMNWRITE) Resolve audit out-of-synch conditions Primary Options in depth Build Options functions in detail CMNWRITE step in the compile process Serena ChangeMan M+R, DB2, OFM options Temporary and unplanned package concepts Simple, participating and complex packages Change package audit report Students are encouraged to bring real-world questions and situations for study and discussion. Course length and times Online: 2 sessions 10:30 a.m. to 4:30 p.m. Eastern time

41 Page 41 ChangeMan ZMF 300 ChangeMan ZMF Global and Local Administration Number of Days: 2 Course Cost: $ *Onsite Cost: $ (up to 12 students) This course provides an in-depth introduction to establishing and administering control of the software change management environment using Serena ChangeMan ZMF. Special emphasis is placed on Software Change Management issues, data center configuration evolution, and expediting effective and maintainable Serena ChangeMan ZMF administration definitions. 100 ChangeMan ZMF Basics 200 ChangeMan ZMF Fundamentals Serena ChangeMan ZMF Fundamentals' course, or equivalent experience Understanding of the data center's Software Change Management policies, procedures, and development practices Inexperienced global or local administrators Users wanting configuration and administration knowledge (i.e. project leaders, development managers, data center support staff, and change control staff) Corporate auditors seeking increased understanding of Serena ChangeMan ZMF functions and processes

42 Serena Education Services Page 42 ChangeMan ZMF ChangeMan ZMF Global and Local Administration Cont. Course Objectives Internals about the library architecture and change package lifecycle Requirements for global and local process parameters How to customize Serena ChangeMan ZMF applications How to configure Serena ChangeMan ZMF to meet application development and change management control requirements Topics Covered Global and local Administration parameters and specifications Administration panels and requirements for most Serena ChangeMan ZMF Options Package Monitor and Backout functions Impact of Serena ChangeMan ZMF administration upon Software Change Management and application configuration design and procedures Best practices for Serena ChangeMan ZMF administration Course length and times Online: 2 sessions 10:30 a.m. to 4:30 p.m. Eastern time

43 Page 43 ChangeMan ZMF ChangeMan ZMF REXX Workshop Number of Days: 3 Course Cost: $ *Onsite Cost: $10, (up to 12 students) This course will help students gain proficiency in the basics and more advanced functions of the REXX programming language. Discussion will include how to increase a developer's productivity by utilizing REXX execs, how to use compound variables to process REXX arrays, create advanced parsing templates and how to debug complex REXX code. Discussion will include common customizations for Serena ChangeMan ZMF. Knowledge of TSO/MVS on OS/390 Programming experience with a high-level language is recommended Exposure to for Serena ChangeMan ZMF administration parameters and process control mechanisms Individuals responsible for the implementation and customization of Serena ChangeMan ZMF Serena ChangeMan ZMF global or local administrators System programmers, application programmers, analysts and others who need to gain proficiency in the REXX language and increase their programming power through advanced REXX facilities. Course Objectives How to code and invoke REXX How to write REXX subroutines and functions How to read and write files using EXECIO How to use built-in REXX arithmetic, comparison and formatting func-

44 Serena Education Services Page 44 ChangeMan ZMF ChangeMan ZMF REXX Workshop Cont. How to code REXX compound variables to process REXX arrays How to create advanced parsing templates using word, literal, and columnar patterns Topics Preliminary concepts and basic components: instruction formats, clauses, statements, strings, symbols, variables, operators, keywords Flow control instructions, Debugging REXX programs, Parsing and looping instructions Built-in functions, subroutines and user-defined functions Common customizations to Serena ChangeMan ZMF Course length and times Online: 3 sessions10:30 a.m. to 4:30 p.m. Eastern time

45 Page 45 ChangeMan ZMF ChangeMan ZMF ISPF Workshop Number of Days: 3 Course Cost: $ *Onsite Cost: $10, (up to 12 students) This course focuses on Interactive System Productivity Facility (ISPF) Dialog Manager and understanding and customizing ISPF panels and skeletons. Discussion includes all ISPF processing elements and their interaction, the ISPF Dialog Test utility and common customizations for Serena ChangeMan ZMF and ISPF. Serena ChangeMan ZMF Global and Local Administration' course or equivalent experience. Knowledge of TSO/MVS, ISPF (including the Editor) and JCL Individuals responsible for the implementation and customization of Serena ChangeMan ZMF. Serena ChangeMan ZMF global or local administrators Course Objectives Requirements for establishing an ISPF environment Variable handling and data flow within an ISPF environment Designing and implementing customizations to ISPF elements Dialog element coding syntax with examples from Serena ChangeMan ZMF panels and skeletons

46 Serena Education Services Page 46 ChangeMan ZMF ChangeMan ZMF ISPF Workshop Cont. Course Objectives ISPF Dialog element testing and debugging techniques including the use of Dialog Test Required and common customizations to Serena ChangeMan ZMF ISPF dialog elements. Online tools for customizing ISPF Dialog elements Topics Covered Establishing an ISPF Dialog, including library allocation and data/ variable handling Functions and coding syntax of ISPF Dialog Manager elements: Panels, Skeletons, and Messages, with samples from common package and package component functions Utilizing ISPF Dialog Manager elements and their interaction Required and commonly implemented customizations to Serena ChangeMan ZMF ISPF dialog elements Online assistance tools for customizing ISPF dialog elements Course length and times Online: 3 sessions 10:30 a.m. to 4:30 p.m. Eastern time

47 Page 47 ChangeMan ZMF ChangeMan ZMF Options and Advanced Administration Number of Days: 2 Course Cost: $ *Onsite Cost: $7, (up to 12 students) This course consists of individual modules addressing the implementation, configuration, customization, and maintenance of Serena ChangeMan ZMF administration including: Remote site implementation and support Assembler Code Exits Database batch reporting capabilities, and customization Serena ChangeMan ZMF utilities and their usage Testing Serena ChangeMan ZMF on Serena ChangeMan ZMF (CMN on CMN) Serena ChangeMan ZMF Global and Local Administration' course or equivalent experience Serena ChangeMan ZMF global or local administrators Individuals responsible for the implementation and customization of Serena ChangeMan ZMF Individuals responsible for administrating Software Change Management, especially for application development, (i.e. auditors, project leaders, development managers, data center support staff, and change control staff)

48 Serena Education Services Page 48 ChangeMan ZMF ChangeMan ZMF Options and Advanced Administration Cont. Course Objectives To customize reports of Serena ChangeMan ZMF data using the delivered REXX Report Samples Implementation and customization requirements for remote site processing (Promotion or Installation) options How to customize Serena ChangeMan ZMF Assembler Code Exits Serena ChangeMan ZMF utility programs and parameter/control card Topics Covered Assembler Exits; customizing assembler code Individual batch utilities and related JCL and control cards Customized database reporting Customization of remote site processing (package Promotion, Installation and Backout) Project planning and steps for maintenance between product changes and release upgrades Best practices for testing Serena ChangeMan ZMF (CMN on CMN) Course length and times Online: 2 sessions 10:30 a.m. to 4:30 p.m. Eastern time

49 Please visit our website for a complete listing of courses, locations and dates. us at Education@serena.com Serena Education Services

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