About this Course

Tech Type Premium
Code SYMAT3498
Duration 5 Days

The Symantec Workflow 7.1 Administration course is designed for IT administrators tasked with installing, designing, building, and maintaining workflow projects, and integrating Workflow with existing systems. This class covers how to install Workflow and configure database, Notification Server, and Workflow settings.

Delegates learn how to design basic projects in Workflow Designer. They then build a comprehensive Vacation Request project and add functionality to it using components, data types, integrations, forms, rules, triggers, escalations, and time-outs. Delegates also learn how to publish and package the projects and make projects available to other users in Process Manager.

Target Audience:

This course is for IT administrators responsible for installing, designing, building, and maintaining workflow projects, and integrating Workflow with existing systems in their organization.


  • Delegates must have attended the Symantec Management Platform 7.1: Administration course, or possess equivalent experience with Symantec Management Platform.
  • Delegates must have basic working knowledge of Microsoft Windows client and server operating systems, and network concepts, including LANs, network adapter cards, and drivers.

Delegates will learn how to

At the end of this course you will be able to:

  • Identify business processes that Workflow can automate.
  • Install Workflow 7.1 and configure database, Notification Server, and Workflow settings.
  • Describe the project types and when to use them.
  • Design a project using demonstration components, and then develop a project by replacing those components with actual components, forms, mappings, and integrations.
  • Use the debugger to test a project and follow the data stream to troubleshoot issues.
  • Customize a form with buttons, fields, titles, and a theme.
  • Create generic e-mails and custom library components.
  • Add escalations and time-outs to a project.
  • Design an exception handling flow that guards against failures and looping, and adapt the exception handling flow for each model in the project.
  • Implement and solve versioning issues in a project Perform the steps needed to publish a project, and then package the project.


Introducing Symantec Workflow 7.1

  • Learning about Workflow
  • Analyzing business processes
  • Integrating with other products
  • Learning about Workflow resources

Installing and Configuring Workflow

  • Becoming familiar with installation requirements
  • Installing Workflow in the Symantec Management Console
  • Managing servers in SMP
  • Configuring credentials

Getting Started in Workflow

  • Using Workflow Manager
  • Navigating in Workflow Designer
  • Becoming familiar with Process Manager

Creating a Simple Form Project

  • Identifying the stages of a project
  • Determining which project type to use
  • Working with components
  • Creating a project using component types
  • Using demo components to start a project
  • Debugging a project

Saving and Deploying

  • Packaging a project
  • Introduction to publishing
  • Publishing a project

Building a Workflow Project

  • Introducing models
  • Adding form components
  • Configuring processes in a Dialog Workflow component
  • Debugging a Workflow project

Enabling Process Reporting

  • Configuring Process Manager security
  • Setting up reporting in Workflow Designer
  • Working with reporting components
  • Looking at component data in Process Manager

Expanding a Project's Functionality

  • Adding variables and property components
  • Inserting data types and variable types in a project
  • Initializing data
  • Looping and branching
  • Debugging the VacationRequest project to view values

Creating a Secondary Model

  • Learning about Secondary models using a Secondary model


  • Getting started with integrations
  • Connecting to data sources
  • Working with custom data types
  • Adding the integration to the VacationRequest project

Mapping to Data Types

  • Introducing mapping to data types
  • Performing mappings to data types
  • Mapping the Secondary model to the Primary model

Applying Advanced Customizations to Forms

  • Applying themes
  • Formatting dialog boxes
  • Designing the acknowledgement forms

Verifying User Input

  • Becoming familiar with regular expressions
  • Introduction to the library


  • Defining escalation
  • Implementing Timeouts

Exception Handling

  • Preventing failures
  • Using the Exception Trigger component
  • Applying exception handling throughout the project


  • Presenting versioning
  • Implementing versioning
  • Comparing projects
  • Upgrading and versioning


  • Preparing to publish to production
  • Using the publishing wizard refresher
  • Performing post-publishing steps

Working in Process Manager

  • Accessing process data in Process Manager
  • Setting application properties
  • Enhancing tasks in Process Manager
  • Creating a page for the project
  • Reporting in Process Manager
Premium Course

5 Days

Delivery Method

Delivery method


Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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