Helix ALM User Basic Training


Who should attend this course: Non-technical users who will use Helix ALM to perform day-to-day tasks to complete their work. Users who are brand new to Helix ALM. 

What this offering may include: 

  • Adding and editing items with Helix ALM 
  • Finding and organization items 
  • Moving items through the workflow 

After completing this course, the user will be able to perform basic everyday tasks in Helix ALM.

Helix ALM User Advanced Training


Who should attend this course: Users with varying technical skill levels who need a deeper dive into Helix ALM. Users who need to perform more advanced tasks in Helix ALM to help lead their team. 

What this offering may include: 

  • All topics covered in the Helix ALM Basic User Training 
  • Personalizing Helix ALM to accommodate the way you work 
  • Creating and editing filters and reports 
  • Enforcing traceability 
  • More advanced tasks for working with requirements, test cases, and issues. 

After completing this course, the user will be able to serve as a Helix ALM champion for their team.

Helix ALM Admin Basic Training


Who should attend this course: Users who will be administering Helix ALM, but may not use it on a day-to-day basis. Users who are responsible for Helix ALM setup, upgrades, and maintenance. 

What this offering may include: 

  • Installation, including available components to install 
  • Managing users and licenses with the Helix ALM License Server 
  • Getting familiar with server-level options available in the Helix ALM Server Admin Utility 
  • Creating new projects for team 
  • Providing users access to projects 
  • Backup and recovery best practices 

After completing this course, the user will be able to install Helix ALM, create new projects, and add users to those projects. 

Helix ALM Admin Advanced Training


Who should attend this course: Team leads responsible for day-to-day Helix ALM configuration and management. Users who will ensure that Helix ALM uses terminology familiar to the team and that the configured workflow matches their daily process. 

What this offering may include: 

  • All topics covered in the Helix ALM Basic Admin Training 
  • Review of the administrative options available in Helix ALM 
  • Configuring Helix ALM to support a team’s process including (but not limited to) creating custom fields and relationships, configuring workflows, automating processes, linking artifacts for traceability, and creating reports. 

After completing this course, the user will be able to initially configure a project, make changes to a project as needed, and extend more advanced Helix ALM capabilities to their users. 

Surround SCM Administrator Training

During this class you will learn how to create users and security groups, configure server options and the workflow, create custom fields, manage branches, and generate reports with Surround SCM.

Topics

  • Creating repositories
  • Adding files
  • Checking out and editing files
  • Checking in files and merging changes
  • Sharing files
  • Creating email notifications
  • Promoting and rebasing changes
  • Managing branches
  • Adding custom fields
  • Configuring the workflow
  • Searching for files
  • Generating reports
  • Creating triggers
  • Managing users and security groups
  • Configuring server options
  • Performing code reviews

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Surround SCM User Training

During this class you will learn how to create and manage repositories, work with files, manage changes, and generate reports with Surround SCM.

Topics

  • Creating repositories
  • Adding files to Surround SCM
  • Checking out and editing files
  • Checking in files and merging changes
  • Sharing files
  • Creating email notifications
  • Creating branches
  • Promoting and rebasing changes
  • Generating reports
  • Performing code reviews

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