Courses & Workshops

2-4204 OpenText MBPM 9.x Fundamentals

Duration: 3 day

After completion of the three days of the instructor led training, the student will have a good level of hands-on development experience with the standard Metastorm BPM 9 architecture and tools while obtaining the necessary skills to develop a business process management solution utilizing Metastorm BPM 9.

Specific outcomes include the ability to:

  • Leverage the standard system architecture components of the Metastorm BPM application
  • Develop complete Metastorm BPM applications

Day 1

  • Class Introductions
    • Course Objectives
    • Setting Student Objectives
  • Metastorm BPM Key Concepts and Architecture
    • Metastorm BPM 9 Terminology and Concepts
    • Standard Metastorm BPM 9 Architecture
    • Navigation of the Metastorm BPM Web Client
  • Tour of the Metastorm BPM Designer
    • Metastorm BPM Layout
    • Metastorm BPM Designer Components
    • Configuring the Metastorm BPM Designer Options
  • Developing a Metastorm BPM Solution
    • Metastorm BPM Solutions
    • Metastorm BPM Projects
    • Metastorm BPM Processes
    • High Level View of Stage and Action Types
    • Metastorm BPM Process Model Styles
    • Metastorm BPM Solution File Structure
    • Metastorm BPM Validation
    • Metastorm BPM Deployment
  • Introduction to Business Objects and Variables
    • Business Object Summary
    • Variable Types
    • Variable Data Types
  • Developing Form
    • Metastorm BPM Forms
    • High Level View of Metastorm BPM Form Controls
    • Binding Business Objects to Forms
    • Binding Forms to Processes
    • Linking Form Controls with Business Object Variables
    • Binding Forms to Process Stages and Actions
  • Defining Logical Decisions and Conditional Actions
    • Introduction to the Expression Builder
    • Introduction to the Condition Builder
    • Defining Logical Conditions
  • Group Roles and Process Lanes
    • Introduction to Roles
    • Introduction to Process Lanes
    • How Roles and Process Lanes Relate
    • Administrating Group Roles
Day 2
  • Building on Process and Form Basics
    • Creating Users via the Metastorm Administration Tool
    • Re-open Folder Function
    • Stages Order Function
    • Form Templates
  • Designer Tools
    • IntelliSense Feature
    • Building Expressions with the Expression Builder Tool
    • Building Scripts with Visual Scripting Tool
  • Form Control Features
    • Developing Form Segments
    • Form Field Dependencies
    • Visibility Depends On
Day 3
  • Database Connections and Business Objects
    • Connection Types
    • Developing Database Connections
    • Database Business Object Types
    • Query Builder Tool
    • SELECT SQL Statements
    • Visual Script Database Activities
  • Solution Tables, Administration Forms, and Grids
    • Developing Solution Tables
    • Developing Administration Groups and Forms
    • Grid Types
    • Grid Column Types
    • ProcessContext.UserInput Variable
  • Advanced Roles
    • Defining the Differences Between Group and Dynamic Roles
    • Default Metastorm BPM Roles
    • Developing Dynamic Roles
    • Loop-back Action Role Options
  • Reports
    • Developing Report Groups and Reports
    • Report Design Structure
    • Report Bands
    • Report Controls


This course is targeted for Business Analyst, System Analyst, Application Trainer, Business Consultant


It is recommended that attendees have experience with Microsoft Windows (Ribbon based user interface) products, fundamental relational database concepts and the utilization of SQL statements.


Format Currency Price
Per Student at Open Text Site € - Benelux  2,100.00 
Per Student at Open Text Site € - Germany  2,100.00 
Per Student at Open Text Site AUD  2,400.00 
Per Student at Open Text Site GBP  1,725.00 
Per Student at Open Text Site SGD  2,400.00 
Per Student at Open Text Site USD  2,685.00 

Taxes: All prices exclude VAT or other taxes where applicable (all currencies).

Extra expenses: Customer site course prices do not include instructor travel expenses, which are billed separately.

Reservations: Please provide a minimum of 3 weeks advance notice when arranging courses at customer sites.

Course & Workshop Calendar

Currently, there are no training dates scheduled for this course or workshop at this time. Please contact us to schedule an on-site course or workshop at your location.