2015 Education Guide Book
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- Juniper Cross
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1 2015 Education Guide Book T F A R D WebFOCUS iway Software Omni
2 Welcome Information Builders Customer Education team continues to expand and improve our education offerings to support the growing family of business intelligence, integration, and data integrity products. We provide a variety of learning options that ensure our valued customers will have success using our technology. Our approach blends traditional classroom instruction with a variety of tools and technologies that bring learning to you no matter where you are We incorporate a breadth of content and hands-on activities for better understanding and use of our products We develop solutions that are flexible, agile, strategic, and current We work with your organization to develop and implement learning plans specific to your implementation, product usage, and requirements To get started on your path to learning, you can browse this catalog or visit our website at education.informationbuilders.com. There you can register for classes that suit your needs or select from a variety of options, including self-study and elearning. With the growth of WebFOCUS 8, App Studio, and InfoDiscovery we will be expanding our learning offerings throughout 2015, so I encourage you to visit the website. We are committed to helping you achieve success. For additional personalized assistance, please call any of our local branch offices and ask for your assigned Education Account Manager. Our mission is to enable our customers long-term success and confidence with Information Builders technology through practical, engaging, and diverse learning programs and opportunities. 2
3 Table of Contents Great Reasons to Invest in Education...4 Self-Study...5 Personalize Your Learning...7 Discount Packages...8 Keep In Touch...9 WebFOCUS: Learning Roadmap by User Role...10 iway: Learning Roadmap by User Role Course Descriptions...14 WebFOCUS Business Intelligence WebFOCUS Bootcamp...15 App Studio Reporting Essentials Using App Studio Part Reporting Essentials Using App Studio Part Reporting Essentials Using App Studio Part Metadata Essentials Using App Studio Part Metadata Essentials Using App Studio Part Reporting For WebFOCUS 7.x Building Reports With Report Painter Part Building Reports With Report Painter Part Reporting Concepts for Relational Databases For WebFOCUS 8.0 Report Painter Part Report Painter Part InfoAssist Basic InfoAssist Essentials Part InfoAssist Essentials Part InfoAssist Essentials Part Reporting Techniques for Relational Databases Visualization For WebFOCUS 7.x Designing a User Interface for a Web Application With the HTML Composer...31 Building a WebFOCUS Dashboard...32 For WebFOCUS 8.0 Building a BI Portal Charting Essentials Creating User Interfaces With HTML Composer Administration For WebFOCUS 7.x Creating Metadata for Data Sources Managed Reporting Administration...37 WebFOCUS Application Administration Data Adapter Server Administration Working With ReportCaster For WebFOCUS 8.0 Metadata Essentials...41 Security Administration...42 Application Management Essentials...43 Server Administration...44 ReportCaster Scheduling and Distribution Advanced Topics For WebFOCUS 8.0 Performance Management Framework Workshop (PMF) FOCUS Language Reporting Basic Reporting...47 Intermediate Reporting Advanced Reporting iway Integration and Data Integrity Migration/Cleansing DataMigrator Essentials iway Service Manager Essentials...51 iway Data Quality Suite Essentials iway Unification iway Master Data Suite Essentials Other Resources Specialized Courses...55 Focal Point and User Forums...57 Registration Information Terms and Conditions Worldwide Offices
4 Great Reasons to Invest in Education Whether you develop reports, build applications, or administer your company s business intelligence (BI) systems, getting the right education will fast-track your success. Information Builders learning options are designed to help you make the most of your WebFOCUS and iway applications. Not only do we offer classes at our local branch offices, but we can also bring the classroom to you. Our experienced instructors deliver high-quality courses and real-world experience online, or on-site at your company. We can accelerate your learning curve even more by providing customized training using your data and workstations. Our Education Account Managers are ready to talk to you about your business objectives and tailor a curriculum that complements your software investment. Instructor-Led Training Information Builders offers a variety of instructor-led training options: Traditional Classroom Participate in a regularly scheduled class at one of our training locations, or onsite at your company s offices Instructor-Led Online (ILO) Attend the same WebFOCUS or iway courses in a virtual classroom from the comfort of your office or home. ILO combines lecture, presentation, and hands-on exercises in a virtual environment designed specifically for your course Instructor-Led Webinars For students interested in continuing their WebFOCUS or iway learning and appreciate interacting with a live instructor who can respond to questions. Webinars range from two to three hours of lecture, demonstration, and Q&A. Because of the fluid nature of our webinars, please check our website for the most current list and schedule Instructor On Call For students who have attended WebFOCUS or iway classes and would like additional help understanding functionality or implementing a technique learned in class. Offered in one-hour increments, you can schedule a session for either Monday or Friday and participate via an online webcast 4
5 Self-Study Information Builders Self Study program offers unique solutions that complement our instructor-led training (ILT). You can select from several delivery methods: Self-Study Courses In response to requests from our customers and partners, we now offer several Self-Study Courses. The Self-Study Course consists of a well-designed student guide and hosted lab time for hands-on examples and exercises. The content of the Self-Study Course is equivalent to a comparable ILT course. You will be able to complete the course at your own pace within a specified number of hours and/or days (depending on the class). We offer the following Self-Study Courses: Report Painter 1 for WebFOCUS 8 Developer Studio Reporting Essentials Part 1 for WebFOCUS 8 App Studio Metadata Essentials Part 1 for WebFOCUS 8 App Studio iway Service Manager Essentials Coming Soon Extended Self Study for Instructor-Led Courses Would you like to continue practicing and learning after completing one of our instructor-led courses? We offer Extended Self Study, where you can access the hosted lab environment that you worked with during class from your office. Extended Self Study is available for: Public Classes An additional 20 hours of lab time that you can use over a four-week period from the date you purchase Private classes Immediately following your private class, you can access the exact lab environment that contains your class work for a specific number of days Please visit education.informationbuilders.com for details and availability. 5
6 Self-Study continued Self-Paced Training We offer a variety of self-paced training options, including: Interactive Self-Paced Training Provides full content and hands-on instruction. Topics include: WebFOCUS elearning Package (Quick Start) [for WebFOCUS 7.x] Building Reports with WebFOCUS Developer Studio (Report Painter) [for WebFOCUS 7.x] DB2 WebQuery for IBM i eguides Need to acquire skills rapidly? Manage your own education by browsing the online eguide version of the Student Guide used in the instructor-led training course. eguides do not include class files for the hands-on exercises; they are simply a read-only option. We encourage you to apply the concepts to your own data and environment to see the features in action. Available via subscription for select courses and 90 hours of use InfoAssist Basic This new self-paced training module is designed for WebFOCUS 7.x Report Assist or Graph Assist users migrating to WebFOCUS 8.x, and is available as an ipad course or eguide. You can download the IB University app from the Apple store and access the free InfoAssist Basic Course, or access the eguide via our website. Free! WebFOCUS Overview This short, one-hour video presentation is an introduction to WebFOCUS technology, and is a prerequisite for new students attending their first WebFOCUS course. Free! 6
7 Personalize Your Learning T F A R D Structured Mentoring We can provide on-site mentoring services to assist students, reinforce concepts, and provide focused guidance as they begin to use WebFOCUS in their own environment. These services are not intended to be in lieu of training classes and are specifically designed to follow instructor-led training offerings. d in full-day increments for up to four participants, a structured mentoring day can be arranged in one of the following ways: Applying classroom topics and techniques in your WebFOCUS environment Intended to extend the classroom topics to workable solutions within the customer s environment. The instructor of a class will remain on-site as the mentor and subject knowledge expert for the topics taught in class while the students apply the techniques to their environment Agreed upon outline of topics An instructor is made available on-site to mentor students in their environment on specific, agreed upon topics, from material taught in previously attended courses. A subject matter expert for the data is required to be provided by the customer Training Customization Information Builders training customization offers a cost-effective solution that facilitates the transition from the classroom to the workplace. Our training experts adapt Information Builders course material to your unique goals, data, and work environment. Customized hands-on exercises teach participants how to access and work with their own data, resulting in empowered and productive users and a greater return on your training dollar. Our training customization delivers a valuable alternative to your own in-house training development at a fraction of the time and cost. Our course developers have the expertise and experience to meet your tight training deadlines and budgets, relieve your overburdened staff, and satisfy your employees needs for customized training. To find out more about Structured Mentoring or Training Customization, contact your Education Account Executive, or call (800)
8 Discount Packages Education Packages (EDPACK) Information Builders popular EDPACK Program allows you to achieve increased savings on all training offerings with a volume purchase for your organization. By purchasing an EDPACK, you receive one invoice. EDPACKs are prepaid packages and must be used within 12 months. No other discounts apply. A Customer Education representative is always available to help you schedule classes at your site or at any Information Builders branch location. For details, please contact your Education Account Executive, or call (800) Become Certified Whether you are seeking to certify your staff to maximize productivity or you are an individual working in today s highly competitive business intelligence (BI) industry, an Information Builders certification will enhance proficiency and provide industry-wide recognition for skills and knowledge. Becoming WebFOCUS-Certified recognizes your ability to succeed with your systems, applications, and reports, ultimately leading to the overall success of your enterprise. Whether you strive to step up in the ranks of your IT group or increase your value in the global market, being WebFOCUS-Certified is a key investment in your career. The current program is available for the WebFOCUS release. A new program is being constructed for the WebFOCUS release 8.x and we hope to have it available soon. For the latest information on certification, please visit education.informationbuilders.com. 8
9 Keep In Touch Training Intelligence on the Web You can find the most up-to-date listings of all Information Builders course offerings, class dates and locations, and new courses being offered. Visit us at education.informationbuilders.com, and you ll find it s worth the trip. Contact Us by Our direct address education_mailbag@ibi.com is the best way to keep in contact with Information Builders training. We believe that your education shouldn t have to end after a class, so we ve set up this address to help you continue the learning process. With education_mailbag@ibi.com you can: Request additional course information Submit comments or suggestions on courses you have taken Find out more about our elearning Training Request training on specialized subjects not currently covered Stay informed about the latest training offerings and promotions Take advantage of the fastest way to communicate with Information Builders Customer Education education_mailbag@ibi.com. 9
10 WebFOCUS: Learning Roadmap by User Role Use this learning roadmap to identify the courses we recommend, based on your WebFOCUS product version currently in use and your user role. Essential courses are identified as Core, with suggested courses identified as Supplemental. If you need assistance determining the best combination of courses for you, please contact your Education Account Executive. WebFOCUS User Roles System Administrator Application Administrator Application Developer Administers and man-ages the WebFOCUS Reporting Server, including installation, configuration, system monitoring, and troubleshooting; May be responsible for security integration and creation of data connections. Creates metadata and develops appropriate security policies to manage access to application content; For Managed Reporting, works with the application developer in setting up domains; Uses WebFOCUS Developer Studio and WebFOCUS Security Center. Creates Info Apps, self-service web applications, and Portal infrastructures; Creates reporting objects for business analysts who use BI Portal; Collaborates with the report developer to schedule reports; Uses either WebFOCUS Developer Studio or InfoAssist. Report Developer Business Analyst WebFOCUS Existing 7.x Client System Administrator Application Administrator Application Developer Report Developer Business Analyst Develops reports and content for the user community; May use FOCUS Language, based on reporting requirements; Uses WebFOCUS Developer Studio, WebFOCUS Report Developer, or InfoAssist. Accesses pre-defined reports and graphs in a portal; Can build unique ad hoc queries, schedule report execution, and define report output against previously defined reporting objects, files, and data warehouses; Uses InfoAssist. Core Supplemental Data Adapter Server Administration 2 days Managed Reporting Administration WebFOCUS Application Administration Building Reports With Report Painter Part 1 2 days Managed Reporting Administration 2 days Building Reports With Report Painter Part 2 2 days Creating Metadata for Data Sources Data Adapter Server Administration 2 days Building Reports With Report Painter Part 1 2 days Application Management Essentials Building Reports With Report Painter Part 2 2 days Working With ReportCaster Creating Metadata for Data Sources Building Reports Using InfoAssist 2 days Reporting Concepts for Relational Databases 2 days Managed Reporting Content Development Designing a User Interface for a Web Application 2 days Using InfoAssist with the HTML Composer Building a WebFOCUS Dashboard Developing Composite Reports Building Reports With Report Painter Part 1 2 days Reporting Concepts for Relational Databases 2 days Building Reports With Report Painter Part 2 2 days Creating Metadata for Data Sources Building Reports Using InfoAssist 2 days Managed Reporting Content Development Using InfoAssist 10
11 WebFOCUS: Learning Roadmap by User Role continued WebFOCUS Migrating 7.x Client Core Supplemental New WebFOCUS Users System Administrator Security Administration Application Administrator Security Administration WebFOCUS Bootcamp 5 days Application Developer ReportCaster Scheduling and Distribution Building a BI Portal WebFOCUS Bootcamp 5 days Report Developer InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 WebFOCUS Bootcamp 5 days WebFOCUS Developer Studio 8.0 Client Core Supplemental Optional System Administrator Server Administration 2 days Security Administration Application Administrator WebFOCUS Bootcamp 5 days Report Painter Part 2 2 days Application Management Server Administration 2 days Essentials Security Administration Metadata Essentials Application Developer WebFOCUS Bootcamp 5 days Metadata Essentials Building a BI Portal Reporting Techniques for 2 days Report Painter Part 2 2 days Relational Databases Application Management Essentials ReportCaster Scheduling and Distribution InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 Charting Essentials Report Developer WebFOCUS Bootcamp 5 days Reporting Techniques for 2 days Metadata Essentials Report Painter Part 2 2 days Relational Databases InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 Charting Essentials Analyst Business InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 Building a BI Portal Charting Essentials 11
12 WebFOCUS: Learning Roadmap by User Role continued WebFOCUS App Studio 8.0 Client Core Supplemental Optional System Administrator Server Administration 2 days Security Administration Application Administrator WebFOCUS Bootcamp Application Management Essentials Security Administration Metadata Essentials Using App Studio Part 2 5 days Reporting Essentials Using App Studio Part 2 Server Administration 2 days 2 days Application Developer WebFOCUS Bootcamp 5 days Building a BI Portal Reporting Essentials Using 2 days App Studio Part 2 Report Developer Business Analyst WebFOCUS Bootcamp Reporting Essentials Using App Studio Part 2 Reporting Essentials Using App Studio Part 3 InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 Charting Essentials InfoAssist Essentials Part 1 Charting Essentials 5 days 2 days 2 days Metadata Essentials Using App Studio Part 2 Reporting Essentials Using 2 days App Studio Part 3 Reporting Techniques for 2 days Relational Databases Application Management Essentials ReportCaster Scheduling and Distribution InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 Charting Essentials Reporting Techniques for Relational Databases 2 days Metadata Essentials Using App Studio Part 2 InfoAssist Essentials Part 2 Building a BI Portal 12
13 iway: Learning Roadmap by User Role iway User Roles Data Architect Integration Specialist Data Steward Defines the master data logical model, rules, and governance of all data being integrated into the model. This role defines the source systems and integration flows, working closely with the integration specialist and data steward. Plans, coordinates, and oversees the integration of software programs and applications within the organization s information systems. Implements business rules for the integration process flows in Service Manager/DataMigrator and the cleansing rules for the data quality processes in Data Quality Suite. Ensures data consistency and integrity throughout the company s databases. Performs profiliing analyses and defines the cleansing rules to be implemented by Data Quality Studio. Defines the match/merge and data unification processes using Master Data Suite. Core Optional Data Architect Integration Specialist Data Steward iway Service Manager Essentials 2 days iway DataMigrator Essentials 2 days iway Data Quality Suite Essentials 2 days iway Unification iway Master Data Suite Essentials 2 days 2 days iway Service Manager Essentials 2 days iway DataMigrator Essentials 2 days iway Data Quality Suite Essentials iway Unification 2 days 2 days iway Data Quality Suite Essentials iway Unification iway Master Data Suite Essentials iway Master Data Suite Essentials 2 days 2 days 2 days 2 days 13
14 Course Descriptions 14
15 WebFOCUS Business Intelligence WebFOCUS Bootcamp 5 Days CEUs: 3.0 Course 500AS The WebFOCUS Bootcamp course provides you with an introductory hands-on training experience of building and deploying a complete WebFOCUS application with portals. During this course, you assume different roles as you learn the features and capabilities of WebFOCUS components. You act as the WebFOCUS 8 development team for a fictional company, and develop application and BI Portal pages according to the business requirements and BI needs of the company s management team. WebFOCUS Bootcamp is a combination of instructor lecture, demonstration, instructor-led walkthroughs, and hands-on exercises. At the beginning of this course, you are introduced to the business scenario and review a completed WebFOCUS reporting application. This will be your model set of reports, objects, and BI portal pages. In each lesson of the course, you will be sequentially building your own set of reports and objects which you assemble into BI portal pages. Create a WebFOCUS environment and connect to data sources Extract, translate, and load source data into WebFOCUS Create WebFOCUS procedures, reports, charts, and graphs Use various data management and reporting techniques to enhance reports and distribute reports Use self-service reporting functions to modify reporting objects Create Active Technology dashboards and BI Portal pages Deploy the BI Portal pages for web-based or mobile access After you complete the course, you are provided with 20 hours of access to your WebFOCUS application for self-study and use back at your office. This allows you to continue practicing and reinforcing techniques learned in class. New application administrators, application developers, and advanced report developers as their introductory hands-on training for the WebFOCUS 8 product suite. General understanding of business intelligence tools and capabilities. Application administrators participating in this class should have a solid understanding of the application data sources and structures from which they will be extracting data for WebFOCUS. Public Class: $5,850 per student Public Class: $5,850 per student 15
16 WebFOCUS Business Intelligence App Studio Reporting Essentials Using App Studio Part 1 Self-Study CEUs: 0.6 Course 501 v Effective WebFOCUS applications consist of reports that are correct, efficient, and provide the best information for the most important decisions. This self-paced training introduces you to the App Studio user interface and gets you started using the most basic report-building concepts. This course gives you a firm foundation upon which you can build with more advanced courses in reporting and applications. Using in-session course materials, and a virtual environment that is available for 10 hours over 28 days, you will work through hands-on exercises and complete a challenge exercise to test your understanding. For an additional $65, you can purchase a PDF or printed copy of the course manual to have for your reference. Effectively use and navigate App Studio Create styled, organized, traditional, and matrix reports Create procedures with multiple components Create and use data filters Build virtual fields and use functions Employ style sheets and traffic lighting for effective data visualization Display report output in Excel, PDF, and Active Technology formats Application developers and report developers who will be using App Studio to create WebFOCUS applications. Knowledge of business intelligence (BI) reporting concepts and operational data sources. Developers who complete WebFOCUS Bootcamp do not need to take this course and can proceed to Reporting Essentials Part 2. Public Class: $400 per student Public Class: $400 per student 16
17 WebFOCUS Business Intelligence App Studio Reporting Essentials Using App Studio Part 2 2 Days CEUs: 1.2 Course 502 v Build and expand upon what you ve learned either in WebFOCUS Bootcamp or the Reporting Essentials Part 1 Self-Study with additional techniques and concepts. App Studio is a robust tool and this course will help you use it to create sophisticated reports that will meet any organizational requirement. Use advanced filtering techniques Create advanced virtual fields Use multiple data sources Employ variables in various ways for reporting procedures Create various report totals Use prefix operators for numeric operations Create drill-down procedures Employ report formatting and styling techniques Create and use extract files Application developers and Report Developers who will be using App Studio to create WebFOCUS applications. WebFOCUS Bootcamp or Reporting Essentials Part 1 (Self-Study). Public Class: $1,300 per student Public Class: $1,300 per student 17
18 WebFOCUS Business Intelligence App Studio Reporting Essentials Using App Studio Part 3 2 Days CEUs: 1.2 Course 503 v As the final class in the Reporting Essentials series, you will learn the most advanced concepts and practical report techniques that you will be able to use the day you return from class. Continuing to expand your knowledge of App Studio, this class will prepare you with all the right skills to make a reporting application effective, powerful, and efficient. Create and use data server applications Embed images into your reports Build compound documents Create Active Technology dashboards Merge data sources together Apply reporting techniques for specialized output Apply advanced joining techniques Apply SQL topics such as traces and passthru Create Reporting Objects Application developers and report developers who will be using App Studio to create WebFOCUS applications. Reporting Essentials Part 2. Public Class: $1,300 per student Public Class: $1,300 per student 18
19 WebFOCUS Business Intelligence App Studio Metadata Essentials Using App Studio Part 1 Self-Study CEUs: 0.6 Course 510 v When your application accesses a data source, it needs to know how to interpret the data. Using App Studio, this self-paced training introduces you to WebFOCUS Metadata and gets you started with the most basic of metadata concepts. This course will give you a firm foundation to build upon for more advanced courses in metadata, reporting, and application development. Using in-session course materials, and a virtual environment that is available for 10 hours over 28 days, you will work through hands-on exercises and complete a challenge exercise to test your understanding. For an additional $65, you can purchase a PDF or printed copy of the course manual to have for your reference. Use the Data Description Language to describe data Create a synonym from a relational table Use the Metadata Canvas to manage metadata Recognize the attributes of metadata files Customize metadata attributes Customize how fields are displayed Cross-reference tables to create logical views Application developers and report developers who will be using App Studio to create and manage the metadata for WebFOCUS applications. Knowledge of business intelligence (BI) reporting concepts and operational data sources. Developers who complete WebFOCUS Bootcamp do not need to take this course and can proceed to Metadata Essentials Part 2. Public Class: $400 per student Public Class: $400 per student 19
20 WebFOCUS Business Intelligence App Studio Metadata Essentials Using App Studio Part 2 1 Day CEUs: 0.6 Course 511 v Build and expand upon what you have learned either in WebFOCUS Bootcamp or the Metadata Essentials Part 1 Self-Study with additional techniques and concepts. This class will explore concepts and techniques that enable your WebFOCUS applications to get the most from metadata features and abilities improving application functionality and user experience. Manage a data adapter and configure an application path Create virtual columns in a master file Create Synonym views Use a master file profile Create and use an SQL sub-query in a Synonym Create Synonym Filters Create dynamic metadata Application developers and report developers who will be using App Studio to create and manage the metadata for WebFOCUS applications. WebFOCUS Bootcamp or Metadata Essentials Part 1 (Self-Study). Public Class: $650 per student Public Class: $650 per student 20
21 WebFOCUS Business Intelligence Reporting For WebFOCUS 7.x Building Reports With Report Painter Part 1 2 Days CEUs: 1.2 Course 351 What does it take to create all the reports you need for your WebFOCUS application? For this course, you will learn how to use an integrated development environment optimized for building and testing web reporting applications. You will use WebFOCUS to produce reports and graphs destined for deployment as a web application. Navigate and understand the different components of WebFOCUS Developer Studio Create reports using the Report Painter tool: Add structure to reports through sorting and display techniques Format your report headers, footers, and column headings Employ efficient data selection techniques Create sophisticated virtual columns Join multiple tables as needed Limit report contents with static or parameterized selection criteria Highlight data with conditional styling Establish drill-downs between summary and detail reports Display report output in Excel or PDF format Application developers and report developers using WebFOCUS Developer Studio or WebFOCUS Report Developer to create reports and graphs. Knowledge of BI reporting concepts and operational data sources. Public Class: $1,300 per student Public Class: $1,300 per student 21
22 WebFOCUS Business Intelligence Reporting For WebFOCUS 7.x Building Reports With Report Painter Part 2 2 Days CEUs: 1.2 Course 354 How can you produce highly complex reports, and run them more efficiently in your business environment? With this course, you ll learn techniques for thinking critically about a business reporting need and translating it to a very productive WebFOCUS request. You will also be able to look at existing reports and eliminate needless processes. Decide what tools to use Manage report output through Hold files Control the destination of an extract file Control the order of data displayed Rank and group data automatically Sort aggregated data Use complex screening techniques Calculate using subtotal values Generate summary information Add flexibility to your report request Call a procedure from another procedure Work efficiently with reports on presorted data Select efficient join techniques Merge data using the Match Wizard Add visual impact to reports Highlight data with conditional styling Visually display complex data Application developers and report developers working with WebFOCUS Developer Studio or WebFOCUS Report Developer who want to increase their knowledge of the Report Painter tool. Prerequisite Building Reports With Report Painter Part 1. Public Class: $1,300 per student Public Class: $1,300 per student 22
23 WebFOCUS Business Intelligence Reporting For WebFOCUS 7.x Reporting Concepts for Relational Databases 2 Days CEUs: 1.2 Course 402 How can you optimize reporting from your relational database management systems (RDBMS), and maintain the accuracy and integrity of the reports? This course enables you to analyze your reporting results from the RDBMS, determine where any potential performance gains can be found, and make any necessary adjustments to speed the process from raw data to finished report. Describe the process of adapter optimization Recognize potential report inefficiencies Analyze database metadata and know what attributes affect reporting efficiency Explore syntax that relates to the RDBMS Determine where optimization commands can be best utilized Enable RDBMS optimization for all reports Write efficient code with hands-on techniques that work with your RDBMS Save time in your report request processing Improve reporting system performance from your RDBMS Application developers and report developers who use WebFOCUS, iway Data Adapter Server, or FOCUS to report from relational databases. Building Reports With Report Painter Part 1 and/or Basic Reporting, an understanding of SQL syntax, and at least one month of extensive experience creating reports. Public Class: $1,300 per student Public Class: $1,300 per student 23
24 WebFOCUS Business Intelligence Reporting For WebFOCUS 8.0 Report Painter Part 1 2 Days CEUs: 1.2 Course 351 v What does it take to create all the reports you need for your WebFOCUS application? For this course, you will learn how to use an integrated development environment optimized for building and testing web reporting applications. You will use WebFOCUS to produce reports and graphs destined for deployment as a web application. Navigate and understand the different components of WebFOCUS Developer Studio Create reports using the Report Painter tool: Add structure to reports through sorting and display techniques Format your report headers, footers, and column headings Employ efficient data selection techniques Create sophisticated virtual columns Join multiple tables as needed Limit report contents with static or parameterized selection criteria Highlight data with conditional styling Establish drill-downs between summary and detail reports Display report output in Excel or PDF format Application developers and report developers using WebFOCUS Developer Studio or WebFOCUS Report Developer to create reports and graphs. Knowledge of BI reporting concepts and operational data sources. Developers who complete WebFOCUS Bootcamp do not need to take this course and can proceed to Report Painter Part 2. Public Class: $1,300 per student Public Class: $1,300 per student 24
25 WebFOCUS Business Intelligence Reporting For WebFOCUS 8.0 Report Painter Part 2 2 Days CEUs: 1.2 Course 354 v How can you produce highly complex reports, and run them more efficiently in your business environment? With this course, you ll learn techniques for thinking critically about a business reporting need and translating it to a very productive WebFOCUS request. You will also be able to look at existing reports and eliminate needless processes. Decide what tools to use Manage report output through Hold files Control the destination of an extract file Control the order of data displayed Rank and group data automatically Sort aggregated data Use complex screening techniques Calculate using subtotal values Generate summary information Add flexibility to your report request Call a procedure from another procedure Work efficiently with reports on presorted data Select efficient join techniques Merge data using the Match Wizard Add visual impact to reports Highlight data with conditional styling Visually display complex data Application developers and report developers working with WebFOCUS Developer Studio or WebFOCUS Report Developer who want to increase their knowledge of the WebFOCUS reporting tools. Report Painter Part 1 or WebFOCUS Bootcamp. Public Class: $1,300 per student Public Class: $1,300 per student 25
26 WebFOCUS Business Intelligence Reporting For WebFOCUS 8.0 InfoAssist Basic Self-Paced Course 321 Customers who migrate from WebFOCUS 7.x to WebFOCUS 8.x will no longer have access to the Report Assistant, Graph Assistant, or Advanced Graph Assistant tools they have been replaced with InfoAssist. For migrating customers, InfoAssist Basic a subset of the fully functional InfoAssist will be made available at no charge. This course will get you up to speed on the new tool at your own pace and is available only on the ipad through the IB University app, or via an eguide (HTML) on the Information Builders Customer Education website. Create simple reports using the InfoAssist Basic interface Filter data for reports using both predefined filters and by creating your own filters Create numeric and alphanumeric virtual fields Apply numeric operations such as ranking, subtotaling, and averaging Apply user interactivity to reports such as drill down and parameterized selection Combine multiple data sources into a single logical structure Create output in popular formats such as Excel and PDF Produce a simple bar chart Customers who use Report Assistant, Graph Assistant, or Advanced Graph Assistant and are migrating to WebFOCUS 8.x. None. Public Class: $0 per student Public Class: $0 per student InfoAssist Essentials Part 2 and InfoAssist Essentials Part 3. 26
27 InfoAssist Essentials Part 1 WebFOCUS Business Intelligence Reporting For WebFOCUS Day CEUs: 0.6 Course 365 This introductory course will prepare business users for using InfoAssist. They will learn not only the navigation of the tool, but also what types of reports are available for application content and how to create content that uses basic data selection, virtual fields, drill-down features, and variables. Users will also learn the role of Reporting Objects and how creating content from the native metadata is different. Navigate through the InfoAssist interface and options Explore the different types of reports that are available for development using InfoAssist Create your own private content Create content that uses basic data selection techniques Use virtual fields in the reporting content you create Create content that uses different forms of variables Effectively create drill-down style content Work with Reporting Objects and understand how using metadata differs in reporting Business analysts or general business users who create their own reports from pre-defined templates or simple reports using metadata. None. Public Class: $650 per student Public Class: $650 per student This course is paired with InfoAssist Essentials Part 2 and is offered as a two-day training class at Information Builders public classrooms. This course is also offered as a one-day course for private events at our clients locations. For course dates, visit education.informationbuilders.com. To schedule at your company site 27
28 WebFOCUS Business Intelligence Reporting For WebFOCUS 8.0 InfoAssist Essentials Part 2 1 Day CEUs: 0.6 Course 366 The second course in the InfoAssist Essentials series teaches the InfoAssist power user important skills in creating application content. Building on what they learned in Part 1, users will delve into more complex data selection techniques, virtual column constructs, and additional report techniques for more sophisticated report layouts. Develop advanced data selection techniques Use virtual column constructs Develop reporting techniques for complex report layouts, including section totals and headings Create accurate and effective charts Create content using multiple data sources Create documents and Active Technology dashboards Create different types of reports including PDF, Excel, Accordion, and Table of Contents Report developers or application developers who will be using InfoAssist to create more complex reports, different format types, and Active Technology charts. InfoAssist Essentials Part 1. Public Class: $650 per student Public Class: $650 per student This course is paired with InfoAssist Essentials Part 1 and is offered as a two-day training class at Information Builders public classrooms. For course dates, visit education.informationbuilders.com. To schedule at your company site 28
29 WebFOCUS Business Intelligence Reporting For WebFOCUS 8.0 InfoAssist Essentials Part 3 1 Day CEUs: 0.6 Course 367 The third course in the InfoAssist Essentials series is directed specifically toward application and report developers who will be actively involved with the most sophisticated content development using InfoAssist. In addition to the more complex features and techniques, participants will also learn and explore functionality that will round out their knowledge of InfoAssist and developing effective application content. Create effective Reporting Objects for use by other InfoAssist users Create and use a Hold file within the InfoAssist tool Develop and use InfoMini applications Explore the details of metadata and how elements can affect reporting Explore administrative functions that will impact the InfoAssist user community Maximize efficiencies in reporting against relational tables Application developers and report developers who will be supporting or mentoring their InfoAssist user community as well as creating the most complex application content. InfoAssist Essentials Part 1 and 2. Public Class: $650 per student Public Class: $650 per student This course is paired with InfoAssist Essentials Part 1 and Part 2, and is offered as a one-day training class at Information Builders public classrooms. For course dates, please visit education.informationbuilders.com. To schedule at your company site please contact your local Information Builders Education Account Executive. 29
30 WebFOCUS Business Intelligence Reporting For WebFOCUS 8.0 Reporting Techniques for Relational Databases 2 Days CEUs: 1.2 Course 402 v How can you optimize reporting from your relational database management systems (RDBMSs), and maintain the accuracy and integrity of the reports? This course enables you to analyze your reporting results from the RDBMS, determine where any potential performance gains can be found, and make any necessary adjustments to speed the process from raw data to finished report. Describe the process of adapter optimization Recognize potential report inefficiencies Analyze database metadata and know what attributes affect reporting efficiency Explore syntax that relates to the RDBMS Determine where optimization commands can be best utilized Enable RDBMS optimization for all reports Write efficient code with hands-on techniques that work with your RDBMS Save time in your report request processing Improve reporting system performance from your RDBMS Application developers and report developers who use WebFOCUS, iway Data Adapter Server, or FOCUS to report from relational databases. Report Painter Part 1 and/or Basic Reporting, an understanding of SQL syntax, and at least one month of extensive experience creating reports. Public Class: $1,300 per student Public Class: $1,300 per student 30
31 WebFOCUS Business Intelligence Visualization For WebFOCUS 7.x Designing a User Interface for a Web Application With the HTML Composer 2 Days CEUs: 1.2 Course 356 How can you make your WebFOCUS reports and graphs available in a web application? This course will show you how to build a cohesive, efficient, professional user interface for your reporting application. Using Developer Studio s HTML Composer tool, you will build a web application and discuss how it can be deployed in several different environments. Graphically build a user interface for your web application using components such as tabs, images, reports, graphs, frames, lines, text, and others Incorporate WebFOCUS parameterized procedures and form controls, including list boxes, drop-down lists, calendars, sliders, radio buttons, and check boxes Create Active pages where components interact with each other and their controls to efficiently analyze business situations Fully test your application and all its components Discuss different deployment scenarios and their considerations Application developers who will be creating web-based reporting applications using WebFOCUS Developer Studio for deployment over a corporate intranet site or the Internet. Building Reports With Report Painter Part 1 and Building Reports With Report Painter Part 2. Public Class: $1,300 per student Public Class: $1,300 per student 31
32 WebFOCUS Business Intelligence Visualization For WebFOCUS 7.x Building a WebFOCUS Dashboard 1 Day CEUs: 0.6 Course 362 How can you quickly and easily create a customized interface for WebFOCUS Managed Reporting? With WebFOCUS Business Intelligence Dashboard, you will learn how to animate a Managed Reporting repository with portal-like functionality for your reporting applications on the web. Create a customized interface for public and group views using the tools of the Dashboard View Builder Customize the look of a dashboard by selecting from a variety of convenient templates, as well as choosing background colors, wallpaper, links, and a company logo Personalize dashboard content by creating role trees, managing content blocks, and manipulating the composition of the web page layout Explore advanced customization techniques beyond the View Builder Application developers who want to design and create WebFOCUS BI Dashboards. Prerequisite Knowledge of Managed Reporting Administration is helpful but not required. Public Class: $650 per student Public Class: $650 per student 32
33 WebFOCUS Business Intelligence Visualization For WebFOCUS 8.0 Building a BI Portal 1 Day CEUs: 0.6 Course 363 How can you quickly and easily create a customized interface for WebFOCUS Managed Reporting content? How do you secure it and limit access to specific content? How can you create global filtering ability for an entire portal page of content? How can you create a professional-looking portal using styling elements? This course will answer all these questions and teach you how to create a comprehensive, modern portal for groups and users in your organization. Navigate and understand the different components of the BI Portal interface and the Portal Designer Create a simple multi-tabbed portal Add content to an existing portal created using an Enterprise template Create a new portal completely from scratch Use the Portal Designer properties Use the Developer Studio Composer tool to create filtering for a portal page Secure a single portal using the WebFOCUS security model Secure a multi-page portal using the WebFOCUS security model Style the portal and its components WebFOCUS developers responsible for creating, styling, and securing user interfaces to enterprise WebFOCUS content. None. Public Class: $650 per student Public Class: $650 per student 33
34 WebFOCUS Business Intelligence Visualization For WebFOCUS 8.0 Charting Essentials 1 Day CEUs: 0.6 Course 346 Graphic representation of data is critical for presenting today s business information. WebFOCUS enables you to easily create different types of simple and complex charts. This course will prepare developers and business users to choose the right chart for an effective presentation, create it, and enhance it appropriately for the best information. You will not only learn how to navigate the charting interface, but you will also create an abundance of different chart types and see how they might fit your application content. While the course is taught using InfoAssist, the charting interface is the same regardless of the product from which it is launched InfoAssist, App Studio, or Developer Studio. Therefore, this class is appropriate for all users who will be creating charts. Follow a recommended process for creating a chart Navigate through the InfoAssist interface and options for charting Explore the different types of charts that are available for development using InfoAssist Customize your charts with built-in features Examine popular techniques for enhancing your charts Effectively create drill-down style content Create content that utilizes the latest HTML5 standard Business analysts or developers who want to learn how to create visually engaging and effective charts for their applications. InfoAssist Essentials Part 1 or equivalent experience using InfoAssist is recommended; however, it is not required if you are an App Studio or Developer Studio user. Public Class: $650 per student Public Class: $650 per student This course is offered as a one-day training class at Information Builders public classrooms. For course dates, please visit education.informationbuilders.com. This course is also available as a one-day course for private events at our clients locations. To schedule at your company site please contact your local Information Builders Education Account Executive. 34
35 WebFOCUS Business Intelligence Visualization Creating User Interfaces With HTML Composer For WebFOCUS Days CEUs: 1.2 Course v How can you make your WebFOCUS reports and graphs available in a web application? This course will show you how to build a cohesive, efficient, professional user interface for your reporting application. Using Developer Studio s HTML Composer tool, you will build a web application and discuss how it can be deployed in several different environments. Graphically build a user interface for your web application using components such as tabs, images, reports, graphs, frames, lines, text, and others Incorporate WebFOCUS parameterized procedures and form controls, including list boxes, drop-down lists, calendars, sliders, radio buttons, and check boxes Create Active Technology pages where components interact with each other and their controls to efficiently analyze business situations Create Guided Reports and Forms Fully test your application and all its components Recognize different deployment scenarios and their considerations Application developers who will be creating web-based reporting applications using WebFOCUS Developer Studio for deployment over a corporate intranet or the Internet. Report Painter Part 1 and Report Painter Part 2. Public Class: $1,300 per student Public Class: $1,300 per student This course is offered as a one-day training class at Information Builders public classrooms. For course dates, please visit education.informationbuilders.com. This course is also available as a one-day course for private events at our clients locations. To schedule at your company site please contact your local Information Builders Education Account Executive. 35
36 WebFOCUS Business Intelligence Administration For WebFOCUS 7.x Creating Metadata for Data Sources 1 Day CEUs: 0.6 Course 340 When your application accesses a data source, it needs to know how to interpret the data used in the application. With this course, you ll learn how to create, manage, and enhance a data source description (Master File), a key component in a WebFOCUS application. Generate a Synonym for an existing relational data source Create a Master File using the Synonym Editor in Developer Studio Explore the required and optional attributes for a field Edit a Master File using the text editor in Developer Studio Add a virtual field to a segment Interpret the Master File for a HOLD file Create a cross reference to another file Create a Business View from an existing data source description Application administrators and report developers who want to create, manage, and understand the metadata for WebFOCUS applications. Building Reports With Report Painter Part 1 or Basic Reporting. At least one of the prerequisites is required. Public Class: $650 per student Public Class: $650 per student 36
37 WebFOCUS Business Intelligence Administration Managed Reporting Administration For WebFOCUS 7.x 1 Day CEUs: 0.6 Course 361 How can you give users easy access to the information they require while protecting sensitive or confidential data? With the WebFOCUS Managed Reporting Environment, you can control the users environment by building domains that limit access to certain data, creating users and groups, and assigning privileges for accessing the Managed Reporting environment. Add a new WebFOCUS environment Create domains Copying existing procedures into domains Create and Manage Users, Groups, and Roles Enhance metadata and procedures with online anaytical processing (OLAP) capabilities Generate reports about your Managed Reporting Applications Use Impact Analysis to analyze your procedures Use the WebFOCUS Administration console to modify your application System administrators or application administrators who will be responsible for security to WebFOCUS tools and applications. None. Public Class: $650 per student Public Class: $650 per student 37
38 WebFOCUS Business Intelligence Administration WebFOCUS Application Administration For WebFOCUS 7.x 1 Day CEUs: 0.6 Course 372 Wondering what goes on behind the scenes of a WebFOCUS application? With this course, you ll learn about the inner workings of a WebFOCUS application, including processing sequence, the WebFOCUS Client, and the WebFOCUS Reporting Server. Use the Workspace Manager s Web Console and the WebFOCUS Client Console Connect to remote servers Use the various configuration files, and the variables within them, to modify the functionality of your applications Work with the Application Namespace (APP PATH) facility Create synonyms from a relational database Enhance the Master File Descriptions for your data Application administrators who manage, configure, and need to understand the processing of WebFOCUS applications. Basic understanding of operating systems, WebFOCUS software installations, and configurations. Public Class: $650 per student Public Class: $650 per student 38
39 WebFOCUS Business Intelligence Administration For WebFOCUS 7.x Data Adapter Server Administration WebFOCUS, DataMigrator, and Full-Function Servers 2 Days CEUs: 1.2 Course 961 What does it take to administer a server on a daily basis? You ll learn how to configure an adapter server, techniques for balancing performance and resource utilization using the Server Console, debugging tips and tools that make diagnosing problems a snap, and how to control your server environment on a daily basis to take advantage of the power of the adapter server. Visually and conceptually understand the server architecture Configure an adapter server Manage adapter server operations on a daily basis Configure a data source and set up metadata for an adapter server Troubleshoot and solve problems Tune your adapter server for efficient performance Application administrators who are working with an iway data adapter server, a WebFOCUS Reporting Server, or an iway DataMigrator Server. Prerequisite Basic understanding of operating systems, software installations, server configurations, and data sources. Public Class: $1,500 per student Public Class: $1,500 per student 39
40 WebFOCUS Business Intelligence Administration For WebFOCUS 7.x Working With ReportCaster 1 Day CEUs: 0.6 Course 305 How can you automate the scheduling, distribution, and storage of information to multiple groups of users? ReportCaster, the WebFOCUS report delivery engine, allows you to schedule WebFOCUS reports, any file (including legacy reports or third-party files), or the contents of a URL, and send the output in a variety of formats via FTP, printer, , fax, mobile device, or to the optional Report Library. Understand ReportCaster architecture Use ReportCaster to send reports, files of all types, and URLs to addresses, FTP locations, printers, mobile devices, fax machines, Managed Reporting, and the Report Library Use the Report Library feature to accelerate information storage and retrieval Prioritize reports for execution Use intelligent bursting to deliver Burst Reports, including the ability to deliver different versions of the same report to many users Create an Alert that will cause a report to be distributed when a specific business condition occurs Use the ReportCaster Console Enable and view trace files Use the configuration tool to change configuration settings, change the polling interval for the Distribution Server, and define access to multiple WebFOCUS Reporting Servers Application developers who need to schedule and distribute reports or administer ReportCaster. None. Public Class: $650 per student Public Class: $650 per student 40
41 WebFOCUS Business Intelligence Administration For WebFOCUS 8.0 Metadata Essentials 1 Day CEUs: 0.6 Course 340 v When your application accesses a data source, it needs to know how to interpret the data used in the application. With this course, you ll learn how to create, manage, and enhance a data source description (Master File), a key component in a WebFOCUS application. Generate a Synonym for an existing relational data source Create a Master File using the Synonym Editor in Developer Studio Explore the required and optional attributes for a field Edit a Master File using the text editor in Developer Studio Add a virtual field to a segment Use Filters Interpret the Master File for a HOLD file Create a cross reference to another file Create a Business View from an existing data source description Adapt for International reporting Application administrators and report developers who want to create, manage, and understand the metadata for WebFOCUS applications. Report Painter (Part 1) or Basic Reporting. At least one of the prerequisites is required. Public Class: $650 per student Public Class: $650 per student 41
42 WebFOCUS Business Intelligence Administration For WebFOCUS 8.0 Security Administration 1 Day CEUs: 0.6 Course 361 v How can you give users access to the information they require while protecting sensitive or confidential data? Build an effective security policy. WebFOCUS 8 introduces a whole new database-driven security infrastructure that allows the administrators within your organization to develop and implement very granular security requirements for your WebFOCUS applications. Create content infrastructures Create and manage users, groups, and roles Establish rules for access to different content resources Understand Resource Templates and how to use them Tailor the security model to meet specific requirements Establish and understand security for a WebFOCUS BI Portal Understand concepts such as sharing, ownership, and publishing Use utilities to troubleshoot and manage the security model System administrators or application administrators who will be responsible for security to WebFOCUS tools and applications. None. Public Class: $650 per student Public Class: $650 per student 42
43 WebFOCUS Business Intelligence Administration For WebFOCUS 8.0 Application Management Essentials 1 Day CEUs: 0.6 Course 372 v Wondering what goes on behind the scenes of a WebFOCUS application? With this course, you ll learn about the inner workings of a WebFOCUS application, including processing sequence, the WebFOCUS Client, and the WebFOCUS Reporting Server. Use the Workspace Manager s Web Console and the WebFOCUS Client Console Configure an Adapter Add a Reporting Server Connect to remote servers and configure deferred receipt with an alternate server Use the various configuration files, and the variables within them, to modify the functionality of your applications Work with the Application Namespace (APP commands) facility Create Synonyms from a relational database Understand how an application uses metadata (Master and Access Files) Enhance the Master File Descriptions for your data Debug with TRACE Application administrators who manage, configure, and need to understand the processing of WebFOCUS applications. Basic understanding of operating systems, WebFOCUS software installations, and configurations. Public Class: $650 per student Public Class: $650 per student 43
44 WebFOCUS Business Intelligence Administration For WebFOCUS 8.0 Server Administration WebFOCUS, DataMigrator, and Full-Function Servers 2 Days CEUs: 1.2 Course 961 What does it take to administer a server on a daily basis? You ll learn how to configure an adapter server, techniques for balancing performance and resource utilization using the Server Console, debugging tips and tools that make diagnosing problems a snap, and how to control your server environment on a daily basis to take advantage of the power of the adapter server. Visually and conceptually understand the server architecture Configure an adapter server Manage adapter server operations on a daily basis Configure a data source and set up metadata for an adapter server Troubleshoot and solve problems Tune your adapter server for efficient performance Application administrators who are working with an iway data adapter server, a WebFOCUS Reporting Server, or an iway DataMigrator Server. Prerequisite Basic understanding of operating systems, software installations, server configurations, and data sources. Public Class: $1,500 per student Public Class: $1,500 per student 44
45 WebFOCUS Business Intelligence Administration For WebFOCUS 8.0 ReportCaster Scheduling and Distribution 1 Day CEUs: 0.6 Course 305 v How can you automate the scheduling, distribution, and storage of information to multiple groups of users? ReportCaster, the WebFOCUS report delivery engine, allows you to schedule WebFOCUS reports, any file (including legacy reports or third-party files), or the contents of a URL, and send the output in a variety of formats via FTP, printer, , fax, mobile device, or to the optional Report Library. Understand ReportCaster architecture Use ReportCaster to send reports, files of all types and URLs to addresses, FTP locations, printers, mobile devices, fax machines, Managed Reporting, and the Report Library Create distribution lists and files Use the Report Library feature to accelerate information storage and retrieval Create a Library Watch List Share a schedule Prioritize reports for execution Use intelligent bursting to deliver Burst Reports, including the ability to deliver different versions of the same report to many users Create an Alert that will cause a report to be distributed when a specific business condition occurs Use the ReportCaster Console and the ReportCaster Explorer Interpret the log file Use the configuration tool to change configuration settings, change the polling interval for the Distribution Server, and define access to multiple WebFOCUS Reporting Servers Application developers who need to schedule and distribute reports or administer ReportCaster. Public Class: $650 per student Public Class: $650 per student 45
46 WebFOCUS Business Intelligence Advanced Topics For WebFOCUS 8.0 Performance Management Framework Workshop (PMF) 2 Days CEUs: 1.2 Course 380 v 8.02 This two-day workshop will teach you how to build and implement a corporate scorecard with WebFOCUS Performance Management Framework (PMF). Using a role-based approach, you will become familiar with PMF terminology and scorecard analysis, including perspectives, objectives, measures, metrics, and dimensions. You will also learn to use the Web 2.0 collaborative features in PMF, including adding feedback and creating alerts and tasks. Implement strategic accountability using projects and processes Understand and administer roles in PMF Create objectives and ad hoc measures Add weights to objectives across strategies Create, load, and schedule measures Use strategy maps to link objectives Add operational reports Work with gadgets PMF consumers, analysts, authors, and managers who need to learn the basics of working with PMF. Prerequisite Basic knowledge of performance management systems is recommended. Public Class: $1,300 per student Public Class: $1,300 per student 46
47 FOCUS Language Reporting Basic Reporting 2 Days CEUs: 1.2 Course 102 Are you familiar with the WebFOCUS graphical user interface, but need to know more about the underlying code that gets generated from your actions? Do you need to understand the FOCUS/WebFOCUS reports you have inherited? With this course, you will learn the basic syntax contained in a FOCUS or WebFOCUS report request. Understand the syntax of the FOCUS language Comprehend WebFOCUS request processing Create detailed and summary reports Control the order of data Format reports Select data before and after it is summed Change the way data is displayed Calculate new values based on detail and summed values Display group totals and grand totals Place data from multiple files into one report Save data in Excel and PDF formats Add flexibility to your report request Access efficient reporting techniques for relational databases Users of FOCUS and WebFOCUS who wish to learn the FOCUS reporting language. None. Public Class: $1,300 per student Public Class: $1,300 per student 47
48 FOCUS Language Reporting Intermediate Reporting 2 Days CEUs: 1.2 Course 126 With a basic knowledge of FOCUS/WebFOCUS language syntax behind you, it s time to expand your knowledge with more commands, functions, and techniques to create complex reports. In this course, you will learn the syntax required to meet almost any report request in an efficient and productive manner. Display detailed information based on a summary value Join data sources together using a temporary field Merge files together without using the Join command Control the order of data displayed Use Date and Date-Time data types effectively Work efficiently with presorted data Create calculations using subtotal values Create a random list Rank and group data Generate summary information Sort aggregated data Use complex screening techniques Create multi-column reports Create row-oriented reports instead of traditional column-oriented reports Work with missing data Application developers working with FOCUS and WebFOCUS who want to increase their knowledge of the FOCUS reporting syntax. Prerequisite Basic Reporting. Public Class: $1,300 per student Public Class: $1,300 per student 48
49 FOCUS Language Reporting Advanced Reporting 2 Days CEUs: 1.2 Course 210 In this final class of the FOCUS/WebFOCUS language syntax series, you will learn skills that cross platforms (Reporting Server and Managed Reporting), and expand your knowledge with techniques in the areas of filtering, variables, compound reports, report styling, and more. You will learn how to write reports that you never thought were possible. Call procedures residing in other applications Employ subroutines and functions that simplify complex reporting needs Selectively turn on filters that can be applied to multiple reports Use the famous MacGyver technique for complex reporting requirements Use temporary space to reduce run time Eliminate blank fields from row-oriented reports Perform calculations with missing values Apply styling commands to produce attractive reports Link procedures together using style commands Combine multiple reports into one output format Calculate the median and standard deviation Application developers working with FOCUS and WebFOCUS who need to solve complicated reporting problems. Prerequisite Intermediate Reporting. Public Class: $1,300 per student Public Class: $1,300 per student 49
50 iway Integration and Data Integrity Migration/Cleansing DataMigrator Essentials 2 Days CEUs: 1.2 Course 975 v How can you quickly and easily build data marts, data warehouses, and operational data stores? With iway s DataMigrator, you can extract and stage disparate data types across multiple platforms, while applying business rules to transform and cleanse data to load data warehouses. Use the DataMigrator Data Management Console (DMC) to build data flows Understand how to use the new Ribbon style of the DMC Perform grouping, sorting, and aggregation on input fields Assign selection criteria Select target database type, assign keys, transform fields, and apply business rules to selected data Design process flows with the DMC Group numerous data flows into a single process flow entire process flow or individual data flow components Specify parallel processing for data flows Send s based on success or failure of any component Apply concepts to the creation of a star schema warehouse, including slowly changing dimensions Create metadata for both source and target files Use the DataMigrator DMC to configure the DataMigrator environment Generate reports on DataMigrator activity and review log files Understand and apply concepts of Change Data Capture Knowledge of data warehouse/data mart concepts; ability to identify data sources, and rules for extraction, transformation, and loading of data. None. Public Class: $1,500 per student Public Class: $1,500 per student Visit the iway Training Roadmap on page 13 to determine your next recommended courses. 50
51 iway Integration and Data Integrity Migration/Cleansing iway Service Manager Essentials 2 Days CEUs: 1.2 Course 971 How can you integrate a wide variety of incoming messages and transactions into a coherent standard that can be relayed to your back-end applications? The iway Service Manager can transform many different types of external documents into a single, standard format that can be used to access and update backend applications. This course will lead you through the basics, from configuration to defining advanced document transformations. Visually and conceptually understand the iway Service Manager architecture Configure and manage the iway Service Manager Use the iway Service Designer to define document transformations Load and configure input and output documents Map input data to output data Use functions to enrich document transformations Perform basic and advanced document transformations Developers and administrators who will be using iway Service Manager to perform document transformations in the designer deployment. Knowledge of Enterprise Service Bus concepts; ability to identify incoming messages, and processes required for integration into operational data sources. Public Class: $1,500 per student Public Class: $1,500 per student Visit the iway Training Roadmap on page 13 to determine your next recommended courses. 51
52 iway Integration and Data Integrity Migration/Cleansing iway Data Quality Suite Essentials 2 Days CEUs: 1.2 Course 980 This course will lead you through the essentials for working with the iway Data Quality Suite (DQS) to build DQS plans. We will learn to build a simple DQS plan to transform a text document by separating elements to begin cleansing the data. More complex DQS plans will introduce topics like data profiling, data parsing, custom data validation, lookup data verification, cleansing, and match/merge operations. From these topics you will learn how to use DQS functions to apply your corporation s business rules to your DQS plans. Build a data profiling plan Examine data patterns and relationships Cleanse the data Parse data using DQS functions Use patterns to parse dates Standardize date formats Standardize gender Evaluate data quality with scoring Enrich the data Determine gender based on first name Calculate social title based on gender Integrate iway Service Manager with iway Data Quality Suite Create a new DQS plan incorporating an existing data profiling plan Configure a data quality provider Create the Service Manager process flow to call the DQS plan Developers who will be using the iway Data Quality Suite to profile, cleanse, and enrich their data. None. Public Class: $1,500 per student Public Class: $1,500 per student Visit the iway Training Roadmap on page 13 to determine your next recommended courses. 52
53 iway Integration and Data Integrity Migration/Cleansing iway Unification 2 Days CEUs: 1.2 Course 981 This course will teach you how to build iway Data Quality Suite (DQS) projects using the Unification and Representative Creator steps to unify and merge enterprise data into golden records. With Unification, you will use a match-and-merge process to transform data into clean, complete records that can be stored in a centralized repository or returned to enterprise systems. Identify the various strategies to sort enterprise data together Use a Data Profile to identify the kinds of data patterns and anomalies that exist in cleansed data, which will guide your unification strategies Create a DQS plan to execute the Unification step using Simple Key and Union strategies Process the Unification step using an incremental approach Use Matching Rules and Measures to smooth out patterns and anomalies Incorporate the Representative Creator step to merge matched records into golden records Build a file and RDBMS repository for record instances and golden records Use the Repository Read step to be able to read the contents of the repositories Build a RDBMS repository for the merged records using the JDBC Writer Step Developers and administrators, including data architects and data stewards, who are responsible for consolidating, correcting, and coordinating enterprise data. iway Data Quality Suite Essentials. Public Class: $1,500 per student Public Class: $1,500 per student Visit the iway Training Roadmap on page 13 to determine your next recommended courses. 53
54 iway Integration and Data Integrity Migration/Cleansing iway Master Data Suite Essentials 2 Days CEUs: 1.2 Course 982 Learn how to build Master Data Suite (MDS) projects to master enterprise data into golden records. With Master Data Suite you will be able to clean/standardize, match, and merge enterprise data into mastered records that can be stored in a repository or returned to the enterprise systems. Use the Master Data Suite, an Elipse GUI tool, to build MDS projects Create MDS Source Systems to identify incoming enterprise data Create MDS Logical Models to describe how incoming data is to be represented in MDS Generate transformation plans to process incoming data Build clean, match, and merge plans into the MDS environment Start the Master Data Server and understand the underlying XML files Use the iway MDS Web Console to execute run-time applications Load the MDS Repository Build MDS Delta loads to process record changes to the MDS repository Build Full Instance and Master export plans to return data to the enterprise To use iway Service Manager to build an application to process transactions through the Master Data Server service using a MDS Web Service Developers and administrators, including data architects and data stewards, who are responsible for consolidating, correcting, and coordinating enterprise data. None. Public Class: $1,500 per student Public Class: $1,500 per student Visit the iway Training Roadmap on page 13 to determine your next recommended courses. 54
55 Other Resources Specialized Courses Visual Discovery Training for Visual Discovery is offered in partnership with Advizor Solutions. Please contact your Education Account Executive. WebFOCUS Resource Analyzer Basics This one-day course will teach you how to use WebFOCUS Resource Analyzer to monitor data usage activity by collecting attributes of requests and storing them in a set of usage monitoring databases. You will learn how to report on and analyze end-user request traffic, such as which procedures are run most or least often, which databases and columns are used most, and how are columns accessed (e.g., sorted, selected, aggregated). WebFOCUS Maintain Application How can your users easily update the information they require while protecting sensitive or confidential data? WIth the WebFOCUS Maintain Environment, you can deploy a full application with add, change, and delete functions to give authorized users the ability to update your information over the web, via an intranet, or the Internet. Controlling the Execution of Application Components Want to provide flexibility in your application designs? With Dialogue Manager, a component of the WebFOCUS language, you can dynamically control the execution of application components, customize a procedure with variables, control the execution of a procedure through branching and looping techniques, set a message to an application, and read/write variable values to/from an external file. This class currently uses Developer Studio for the user interface; however, the content focuses on the language syntax of Dialogue Manager. 1 Day CEU: 0.6 Course Days CEU: 1.2 Course Days CEUs: 1.2 Course
56 Other Resources Specialized Courses continued Creating Financial Reports with the Financial Painter 1 Day CEUs: 0.6 Course 355 How do you create internal financial statements and meet the external demands of government agencies, investors, creditors, and others for accurate and timely financial information? The Financial Report Painter meets the specialized needs associated with creating, calculating, and presenting financial information such as balance sheets, consolidations, cash flow and profit and loss statements, budgets, and variances. You will use the Financial Report Painter to create financial reports from data sources with varying degrees of consolidation. These courses are available on request at your site. To schedule, please contact your local Information Builders Education Account Executive. For full course descriptions, visit education.informationbuilders.com. 56
57 Focal Point and User Forums WebFOCUS Developer? There Are Some People You d Like to Meet Focal Point, Information Builders online community, is more than a bulletin board. It s an interactive network of more than 7,000 developers from almost every profession and industry, collaborating on solutions and sharing tips and techniques. Find Answers Quickly Whether your question is regarding WebFOCUS configurations, installations, specific error messages, upgrades, formatting issues, or general usability, you re sure to find an answer as well as begin a new discussion. Focal Point members are glad to help and are eager to share their unique solutions. Stay Informed Helpful resources such as newsletters, webcasts, and mini-tutorials keep you abreast of what s new with WebFOCUS and iway. The Focus on Developers section contains informative articles written by Focal Point members, detailing solutions that often began as a post. Visit informationbuilders.com/focalpoint to become a member today! User Forums Free, Open Roundtables Managed by Users User forums are valuable resources for users of Information Builders solutions to learn from technical experts and network with peers. The objective is simple to share product information, programming techniques, and experiences in order to maximize the potential of your investment. Informative Sessions Customers present case studies and real-world applications, highlighting any challenges and explaining the solutions. Information Builders business and technical experts are invited to demonstrate the latest trends, strategies, and the newest features, including enhanced development, analysis, and deployment capabilities. Team Environment Local and regional forums are held throughout the year, each comprising a wide variety of members representing all levels of experience. Members work together to discover new and exciting ways to improve productivity and meet tomorrow s business goals. Visit informationbuilders.com/userforum to join today! 57
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