2014 Education Course Catalog

Transcription

1 2014 Education Course Catalog WebFOCUS iway Software Omni

2 Welcome Information Builders Customer Education team is proud of its long-standing dedication to providing comprehensive customer education on our family of business intelligence, integration, and data integrity products. 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 Our curriculum enables you to blend technical skills with professional and business development while enabling your company to achieve its goals 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 and visit our website at education.informationbuilders.com, where you can register for classes that suit your needs or select from a variety of offerings, including self-study and elearning. We are always expanding our course offerings, especially with the rollout of WebFOCUS 8, so I encourage you to visit our 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 Development Manager. Thank you, Andrew J. Nivison Vice President, Customer Education Information Builders 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 elearning...5 elearning Quick Start....6 Training Programs...7 Discount Packages...8 Keep In Touch...9 Learning Roadmap by User Role Course Descriptions...12 WebFOCUS Business Intelligence WebFOCUS Bootcamp (NEW!)...13 Reporting For WebFOCUS 7.x Building Reports with Report Painter (Part 1)...14 Building Reports with Report Painter (Part 2)...15 Building Reports Using InfoAssist (For Developers)...16 WebFOCUS Reporting for Business Analysts Using InfoAssist...17 Reporting Concepts for Relational Databases...18 For WebFOCUS 8.0 Report Painter Part Report Painter Part InfoAssist Essentials Part InfoAssist Essentials Part InfoAssist Essentials Part Reporting Techniques for Relational Databases...24 Managed Reporting For WebFOCUS 7.x Managed Reporting Content Development Using Report Assistant Managed Reporting Content Development Using InfoAssist Visualization For WebFOCUS 7.x Designing a User Interface for a Web Application With the HTML Composer Building a WebFOCUS Dashboard Developing Composite Reports For WebFOCUS 8.0 Building a BI Portal Part Building a BI Portal Part Administration For WebFOCUS 7.x Creating Metadata for Data Sources...32 Managed Reporting Administration WebFOCUS Application Administration Data Adapter Server Administration Working with ReportCaster For WebFOCUS 8.0 Metadata Essentials...37 Security Administration Application Management Essentials Server Administration ReportCaster Scheduling and Distribution...41 Advanced Topics For WebFOCUS 7.x Controlling the Execution of Application Components...42 Integration Techniques for Microsoft Office...43 Creating Financial Reports with the Financial Painter...44 Advanced WebFOCUS Application Techniques For WebFOCUS 8.0 Performance Management Framework Workshop (PMF) FOCUS Language Reporting Basic Reporting...47 Intermediate Reporting Advanced Reporting Advanced Topics Dialogue Manager Screen Control, Menu Management, and Passing Variables MATCH FILE Reporting Concepts...51 Developing and Deploying WebFOCUS Maintain Applications iway Integration and Data Integrity Migration/Cleansing DataMigrator Essentials iway Service Manager Essentials (Using Eclipse/iIT) iway Data Quality Center Essentials...55 iway Master Data Center Essentials Advanced Topics iway Transformer Advanced Techniques iway Trading Partner Manager Essentials Other Resources Special Courses...59 Additional Courses Online Syntax...61 Focal Point and User Forums...62 Registration Information Terms and Conditions

4 Great Reasons to Invest in Education Whether you develop reports, build applications, or administer your company s BI systems, getting the right education will fast-track your success. Information Builders courses help you make the most of your WebFOCUS and iway applications. Not only do we offer classes at our local branch offices, we can also bring the classroom to you! Our experienced instructors deliver high-quality courses and real-world experience via online training or on-site at your company. We can accelerate your learning curve even more by providing customized training using your data and workstations. Take advantage of our special pricing for volume purchases (EDPACK Discounts) the greater your investment, the greater your savings! Our Education Development Managers (EDMs) are ready to talk to you about your business objectives and tailor a curriculum that complements your software investment. 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. For the latest information on certification, please visit education.informationbuilders.com. 4

5 elearning Information Builders elearning program offers unique solutions that complement our instructor-led training (ILT). You can select from several delivery methods: Self-Paced Training We offer a variety of self-paced training options, these include: Online Reference Library, which contains how-to videos that cover a variety of WebFOCUS topics. The cost is $250 U.S. for one year s access to the full content of the library Interactive Self-paced Training, which 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 Remote Instruction Information Builders also offers its ILT classes online. This training is offered synchronously and is referred to as Instructor-Led Online (ILO). It includes the same hands-on labs provided in our classroom and ample time for questions and answers. For students who do not have time to dedicate to a full class but appreciate the advantages of interacting with a live instructor who can answer questions, we offer lectures that range from one to two hours. Topics include WebFOCUS Overview, Efficiently Working with Relational Files, and Report Debugging Techniques. A full list of topics can be viewed at education.informationbuilders.com. 5

6 elearning Quick Start WebFOCUS elearning Package (For WebFOCUS 7.x) The WebFOCUS elearning Package is an easy and cost-effective way to quickly teach application developers new to the WebFOCUS business intelligence (BI) platform the basic skills necessary to plan, create, and deploy simple web-based reporting applications. A self-paced training suite, it can be completed in as little as eight hours depending on how quickly a user feels comfortable with the material. Topics include: What is WebFOCUS? WebFOCUS Developer Studio overview: Developer Studio Explorer layout Working with metadata WebFOCUS environments Client and server properties Setting up your environment: WebFOCUS Portal (Managed Reporting) Directory structures Domains Groups Roles Users Guided Ad Hoc Design process Deployment User interface Developing reports Report output options Standard reports Reporting objects Creating launch pages with the HTML Composer Building a dashboard And more As a bonus, the WebFOCUS elearning Package also includes the self-paced training for Building Basic Reports with WebFOCUS. Please call your local Education Development Manager for more information. 6

7 Training Programs 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. Program Benefits Information Builders 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. Personal Trainer Our Personal Trainer program supplements standard classroom training by placing an Information Builders qualified instructor at your site, working in your environment to apply the concepts that you learned in the classroom to your particular applications. If you need us to work one-on-one with you on topics that aren t covered in a standard curriculum, or if you have only one or two people who need to be trained in a specific topic, a personal trainer is a very timeand cost-effective solution. Mentoring Similar to Personal Training, we can provide an on-site mentor to assist students, reinforce concepts, and provide focused guidance as they begin to use WebFOCUS. Our mentors are seasoned, certified classroom instructors or Professional Services field consultants. To find out more about any of these benefits or programs, contact your Education Development Manager, 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 Development Manager, or call (800)

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 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 Development Manager. WebFOCUS User Roles System Administrator Application Administrator Application Developer Report Developer Business Analyst 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. 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. WebFOCUS Existing 7.x Client Core Supplemental System Administrator Application Administrator Application Developer Report Developer Business Analyst Data Adapter Server Administration 2 days Managed Reporting Administration 1 day WebFOCUS Application Administration 1 day 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 1 day Data Adapter Server Administration 2 days Building Reports with Report Painter (Part 1) 2 days WebFOCUS Application Administration 1 day Building Reports with Report Painter (Part 2) 2 days Working with ReportCaster 1 day Creating Metadata for Data Sources 1 day Building Reports Using InfoAssist 2 days Reporting Concepts for Relational Databases 2 days Managed Reporting Content Development 1 day Designing a User Interface for a Web Application 2 days Using InfoAssist with the HTML Composer Building a WebFOCUS Dashboard 1 day Developing Composite Reports 1 day 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 1 day Building Reports Using InfoAssist 2 days Managed Reporting Content Development 1 day Using InfoAssist WebFOCUS Reporting for the Business Analyst 1 day Using InfoAssist 10

11 Learning Roadmap by User Role continued WebFOCUS Migrating 7.x Client Core Supplemental New WebFOCUS Users System Administrator Security Administration 1 day Application Administrator Security Administration 1 day WebFOCUS Bootcamp 5 days Application Developer ReportCaster Scheduling and 1 day Distribution Building a BI Portal - Part 1.5 days Building a BI Portal - Part 2.5 days WebFOCUS Bootcamp 5 days Report Developer InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 1 day 1 day 1 day WebFOCUS Bootcamp 5 days WebFOCUS New 8.0 Client Core Supplemental Optional System Administrator Server Administration 2 days Security Administration 1 day Application Administrator WebFOCUS Bootcamp Application Management Essentials Security Administration Metadata Essentials 5 days 1 day 1 day 1 day Report Painter Part 2 Server Administration 2 days 2 days Application Developer WebFOCUS Bootcamp Building a BI Portal - Part 1 Building a BI Portal - Part 2 Report Painter Part 2 5 days.5 days.5 days 2 days Metadata Essentials Reporting Techniques for Relational Databases Application Management Essentials ReportCaster Scheduling and Distribution InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 1 day 2 days 1 day 1 day 1 day 1 day 1 day Report Developer WebFOCUS Bootcamp Report Painter Part 2 InfoAssist Essentials Part 1 InfoAssist Essentials Part 2 InfoAssist Essentials Part 3 5 days 2 days 1 day 1 day 1 day Reporting Techniques for Relational Databases 2 days Metadata Essentials 1 day Business Analyst InfoAssist Essentials Part 1 1 day InfoAssist Essentials Part 2 1 day Building a BI Portal - Part 1.5 days 11

12 Course Descriptions 12

13 WebFOCUS Business Intelligence WebFOCUS Bootcamp 5 Days CEUs: 3.0 Course 500 v 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. Prerequisites 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 13

14 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. Prerequisites Knowledge of BI reporting concepts and operational data sources. Public Class: $1,300 per student Public Class: $1,300 per student 14

15 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 15

16 WebFOCUS Business Intelligence Reporting For WebFOCUS 7.x Building Reports Using InfoAssist (For Developers) 2 Days CEUs: 1.2 Course 364 Need to transform enterprise data into compelling reports without the intervention of technical staff? WebFOCUS InfoAssist provides business users with the most advanced yet simple to use ad hoc reporting capabilities available in a BI tool. This course explores how to create personal reports and graphs with InfoAssist in a WebFOCUS Managed Reporting environment. Access Managed Reporting through the Business Intelligence Dashboard and understand its significant components Create sophisticated reports and graphs with InfoAssist using existing reporting objects and selective data access with custom reports Add structure to reports through sorting and display techniques Customize your report headers, footers, and column headings Employ efficient data selection techniques Create sophisticated virtual fields Join multiple tables as needed Limit report contents with parameterized selection Report Developers who use InfoAssist and want to build a solid foundation in WebFOCUS reporting concepts and techniques. Public Class: $1,300 per student Public Class: $1,300 per student 16

17 WebFOCUS Business Intelligence Reporting For WebFOCUS 7.x WebFOCUS Reporting for Business Analysts Using InfoAssist 1 Day CEUs: 0.6 Course 301IA What is the secret to your success as a business analyst? With WebFOCUS Managed Reporting, you will be able to access your company s data and execute a variety of pre-defined standard reports. Furthermore, you will be able to develop your own sophisticated ad hoc reports. Access Managed Reporting through the Business Intelligence Dashboard and understand its significant components Execute a variety of standard reports and graphs that demonstrate WebFOCUS features, such as drilldowns and on-demand paging Submit, review, and save output of standard reports executed in deferred receipt mode Use the InfoAssist tool to build sophisticated ad hoc reports based on reporting objects Customize your ad hoc reports with headers and footers, fonts, and color Highlight information in your ad hoc reports through the use of conditional styling Turn your ad hoc report data into business intelligence by adding virtual fields Select the right data for your analysis with filters, or build your own selection statements Select your ad hoc report display format as HTML, Excel, and Adobe Acrobat Share your work with other Managed Reporting users Use the OLAP tool to slice and dice report data for additional analysis Business analysts who will be using InfoAssist to create ad hoc reports in their Managed Reporting environment. Public Class: $650 per student Public Class: $650 per student 17

18 WebFOCUS Business Intelligence Reporting Reporting Concepts for Relational Databases For WebFOCUS 7.x 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. Prerequisites 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 18

19 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. Prerequisites 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 19

20 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. Prerequisites Report Painter Part 1 or WebFOCUS Bootcamp. Public Class: $1,300 per student Public Class: $1,300 per student 20

21 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. Prerequisites 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, please visit education.informationbuilders.com. To schedule at your company site 21

22 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. Prerequisites 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, please visit education.informationbuilders.com. To schedule at your company site 22

23 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. Prerequisites 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 Development Manager. 23

24 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. Prerequisites 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 24

25 WebFOCUS Business Intelligence Managed Reporting For WebFOCUS 7.x Managed Reporting Content Development Using Report Assistant 1 Day CEUs: 0.6 Course 360RA How do you create the reports and other content required by users of a Managed Reporting environment? This course will teach you how to manage domains that limit access to certain data, create standard reports that users execute, and define reporting objects from which users can create their own reports and graphs. Create standard reports using report assistant Create reporting objects Build report and graph templates Publish reports Report developers who are responsible for creating reports using Report Assistant in a Managed Reporting environment. Public Class: $650 per student Public Class: $650 per student 25

26 WebFOCUS Business Intelligence Managed Reporting For WebFOCUS 7.x Managed Reporting Content Development Using InfoAssist 1 Day CEUs: 0.6 Course 360IA How do you create the reports and other content required by users of a Managed Reporting Environment? This course will teach you how to manage domains that limit access to certain data, create standard reports that users execute, and define reporting objects from which users can create their own reports and graphs. Build standard reports with InfoAssist Create reporting objects Build and graph templates Publish reports Work with data servers Implement change management Developers who will be creating reports with InfoAssist for use in a Managed Reporting environment. Public Class: $650 per student Public Class: $650 per student 26

27 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. Prerequisites 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 27

28 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 28

29 WebFOCUS Business Intelligence Visualization For WebFOCUS 7.x Developing Composite Reports 1 Day CEUs: 0.6 Course 358 Do you want to design and build sophisticated reports that your company will use every day? How about reports that will capture key performance indicator status or show current business scenarios in a variety of graphical and tabular formats all on one page? This course will show you how. Lay out composite reports that involve graphical and tabular components Provide both browser and true printer-ready versions Build HTML launch pages for parameter driven reporting Build web pages that invoke dynamic dependent controls without additional coding Enable reports to launch multiple drill-down reports from a single link Application developers who want to design and build compound reports that will maximize information display and efficiency. Prerequisites Building Reports with Report Painter (Part 1) and Building Reports with Report Painter (Part 2). Public Class: $650 per student Public Class: $650 per student 29

30 Building a BI Portal Part 1 WebFOCUS Business Intelligence Visualization For WebFOCUS Days CEUs: 0.3 Course 363A How can you quickly and easily create a customized interface for WebFOCUS Managed Reporting content? This course will 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 Developers responsible for creating user interfaces to enterprise WebFOCUS content. Prerequisites None. Public Class: $325 per student Public Class: $325 per student 30

31 Building a BI Portal Part 2 WebFOCUS Business Intelligence Visualization For WebFOCUS Days CEUs: 0.3 Course 363B Once you build a BI portal, how do you secure it and limit access to specific content? How can you create global filtering abilities for an entire portal page of content? How can you create a professional-looking portal using styling elements? 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 Developers responsible for creating, styling, and securing user interfaces to enterprise WebFOCUS content. Prerequisites Building a BI Portal Part 1 or WebFOCUS Bootcamp. Public Class: $325 per student Public Class: $325 per student 31

32 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. Prerequisites 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 32

33 WebFOCUS Business Intelligence Administration For WebFOCUS 7.x Managed Reporting Administration 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. Public Class: $650 per student Public Class: $650 per student 33

34 WebFOCUS Business Intelligence Administration For WebFOCUS 7.x WebFOCUS Application Administration 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. Prerequisites Basic understanding of operating systems, WebFOCUS software installations, and configurations. Public Class: $650 per student Public Class: $650 per student 34

35 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 35

36 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. Public Class: $650 per student Public Class: $650 per student 36

37 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. Prerequisites 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 37

38 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. Public Class: $650 per student Public Class: $650 per student 38

39 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. Prerequisites Basic understanding of operating systems, WebFOCUS software installations, and configurations. Public Class: $650 per student Public Class: $650 per student 39

40 WebFOCUS Business Intelligence Administration For WebFOCUS 8.0 Server Administration 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 40

41 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 41

42 WebFOCUS Business Intelligence Advanced Topics For WebFOCUS 7.x Controlling the Execution of Application Components 2 Days CEUs: 1.2 Course 370 Searching for a way to provide flexibility in the design of your applications? With Dialogue Manager, a component of the WebFOCUS language, you can dynamically control the execution of application components, customize a procedure with variables, and communicate results interactively. Integrate procedures and web pages Control multiple outputs on a web page Customize a procedure with variables Control the execution and navigation of a procedure through branching and looping techniques Send a message to an application Read and write variable values from/to an external file Employ validation tools Enhance applications by using the core language behind WebFOCUS Application developers working with WebFOCUS Developer Studio or WebFOCUS Report Developers who need to manage processing flow and control in WebFOCUS applications. Prerequisites Building Reports with Report Painter (Part 1) or Basic Reporting, or an equivalent in-depth knowledge of WebFOCUS application components. Public Class: $1,300 per student Public Class: $1,300 per student 42

43 WebFOCUS Business Intelligence Advanced Topics For WebFOCUS 7.x Integration Techniques for Microsoft Office 1 Day CEUs: 0.6 Course 345 Got Office? With this course you ll learn how to work productively with the WebFOCUS Developer Studio features available that interact with Microsoft Office products like Excel and PowerPoint. Optional products, such as the Quick Data plug-in for Excel and the Active Technology reports interactive analytical tool, are also highlighted. Create multiple integration points for Office products with WebFOCUS Generate single and multiple worksheets from your data sources Create an Excel workbook that contains multiple worksheets with table of contents Combine multiple worksheets in one workbook with Excel Compound Reports Employ WebFOCUS features in a worksheet, such as conditional styling and drill-downs Populate an Excel template with current data Facilitate analysis of complex data with PivotTables Access data contained in an Excel worksheet for WebFOCUS reporting Upload data from Excel for WebFOCUS reporting Convert report output to PowerPoint format Populate existing templates with PowerPoint slides generated by WebFOCUS Use WebFOCUS Quick Data to create reports directly within Excel Generate portable, interactive reports with WebFOCUS Active Technology reports Application developers working with WebFOCUS Developer Studio who want to integrate WebFOCUS results with Microsoft Office products. Prerequisites Building Reports with Report Painter (Part 1) or Building Reports with Report Painter (Part 2). Public Class: $650 per student Public Class: $650 per student 43

44 WebFOCUS Business Intelligence Advanced Topics For WebFOCUS 7.x Creating Financial Reports with the Financial Painter 1 Day CEUs: 0.6 Course 355 How is it possible to 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 is designed for the special needs associated with creating, calculating, and presenting financial information like 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. Start and design financial reports using the Financial Report Painter: Use consolidated and unconsolidated data sources Supply data directly Save and retrieve intermediate data Perform calculations Suppress the display of report rows and columns Add, insert, and delete rows Edit row types and properties Add and delete columns Use the range, multi-select, and wild card options Report dynamically from a hierarchy of accounts and base-level accounts Aggregate financial data manually Link to a detail drill-down report Enable metadata for financial reporting Group data into ranges with FML Application developers and report developers using WebFOCUS Developer Studio or WebFOCUS Report Developer that need to build Financial-type reports and/or statements. Prerequisites Building Reports with Report Painter (Part 1) and Building Reports with Report Painter (Part 2); or equivalent WebFOCUS Developer Studio experience. Students should be familiar with Report Painter, Joins, Defines, and Computes. Public Class: $650 per student Public Class: $650 per student 44

45 WebFOCUS Business Intelligence Advanced Topics For WebFOCUS 7.x Advanced WebFOCUS Application Techniques 2 Days CEUs: 1.2 Course 357 This unique class builds on the skills introduced in Designing a User Interface for a Web Application with the HTML Composer (Course 356), enabling developers to create and deploy a sophisticated application that combines reporting and analysis capabilities in a portal-like application. You will enhance an existing application that is clean and aesthetically balanced with additional features and styling components learning how different aspects of the tool contribute to complex application techniques. In addition to using the HTML Composer to create application pages, you will learn how to properly include JavaScript enhancements and API calls. Give pages advanced styling using JavaScript and Cascading Style Sheets Customize the loading message Create Rich Internet Application pages Create dynamic calendar controls Create pages that employ search controls Properly use proprietary functions Create pages that employ complex chaining Use a Managed Reporting ID to control selection values WebFOCUS application developers with a basic understanding of JavaScript and an interest in building WebFOCUS web applications. Prerequisites Designing a User Interface for a Web Application With the HTML Composer, and Controlling the Execution of Application Components. Public Class: $1,300 per student Public Class: $1,300 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 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 Updated with brand new files and examples. What can you do to produce business reports quickly? Where can you go to understand FOCUS 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 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 Put data from multiple files into one report Hold data for further processing Save data for use outside of FOCUS Add flexibility to your report request Users of FOCUS and WebFOCUS who wish to learn the FOCUS reporting language. 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 Updated with brand new files and examples. 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 request. You will also be able to look at existing reports and eliminate needless processes. Decide what commands to use Display detailed information based on a summary value Control the order of data displayed Work efficiently with presorted data Compare current to previous field values to control calculations and displays Calculate using subtotal values Rank and group data Generate summary information Sort aggregated data Use complex screening techniques Create row-oriented reports instead of traditional column-oriented reports Create missing data for a report Manipulate date-formatted fields Report on data in independent paths Match and merge files for reports Efficiently join different types of databases Select data from one source, based on conditions from another source, without joining or matching the files 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 How can you create a report that requires extensive calculations independent of the data source? Is there a way to specify filters that can be utilized by multiple procedures? With this course, you ll learn how to write reports that you never thought possible. You ll also learn about methodologies to ensure the accuracy of your reports. 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 Create and use a dummy file to maximize reporting efficiency Use testing methodologies to reduce development time Eliminate blank fields from row-oriented reports Perform calculations with missing values Display reports in a standardized output format Combine multiple reports into one output format Calculate the median and standard deviation Application developers of 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 FOCUS Language Advanced Topics Dialogue Manager Screen Control, Menu Management, and Passing Variables 1 Day CEUs: 0.6 Course 125 How can you create flexible, menu-driven applications? Dialogue Manager provides the capability to dynamically and interactively communicate with and control the execution of multiple report requests. Utilize user-defined variables Pass variables from one program to another Validate user-provided information Control execution of report requests based on user input Build user-friendly, front-end menu systems Link menus to sub-menus Application developers working with FOCUS who need to control the relationships and flow of information between programs. Note: For developers working with WebFOCUS, refer to Controlling the Execution of Application Components. Prerequisite Basic Reporting. Public Class: $650 per student Public Class: $650 per student 50

51 FOCUS Language Advanced Topics MATCH FILE Reporting Concepts 1 Day CEUs: 0.6 Course 213 How can you report from more than one file and get the results you want, effectively? When joining files does not produce the results you desire, MATCH FILE will allow you to combine data from multiple files in a multitude of ways. Recognize when JOIN will not produce the desired results Build the MATCH FILE syntax utilizing different verbs and sort requirements, while understanding the differences in final report output Understand the advantages and disadvantages of JOIN vs. MATCH Effectively utilize MATCH FILE concepts to achieve desired results with minimum system impact Application developers and report developers of FOCUS and WebFOCUS who need to report on data from more than one file (without JOIN). Prerequisite Intermediate Reporting. Public Class: $650 per student Public Class: $650 per student 51

52 FOCUS Language Advanced Topics Developing and Deploying WebFOCUS Maintain Applications 4 Days CEUs: 2.4 Course 176 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 allow authorized users the ability to update your information via the Web, intranet, or the Internet. Use the Maintain Environment to deploy a full application with add, change, and delete functions Utilize the robust Maintain development language Efficiently design a Maintain application Define and execute procedures both locally and remotely Apply security considerations Partition a Maintain application Set up and use differing deployment environments Design, build, test, and deploy two different applications Use debugging techniques Application developers using WebFOCUS Developer Studio to build database maintenance applications. Prerequisite Working knowledge of a database maintenance language. Familiarity with client/server concepts and techniques. Experience using Internet browsers. Knowledge of MS Windows or NT. Working knowledge of HTML is a plus. Public Class: $2,600 per student Public Class: $2,600 per student 52

53 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. Public Class: $1,500 per student Public Class: $1,500 per student 53

54 iway Integration and Data Integrity Migration/Cleansing iway Service Manager Essentials (Using Eclipse/iIT) 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. Prerequisites 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 54

55 iway Integration and Data Integrity Migration/Cleansing iway Data Quality Center Essentials 2 Days CEUs: 1.2 Course 980 This course will lead you through the essentials for working with the iway Data Quality Center (DQC) to build DQC plans. We will learn to build a simple DQC plan to transform a text document by separating elements to begin cleansing the data. More complex DQC 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 DQC functions to apply your corporation s business rules to your DQC plans. Build a data profiling plan Examine data patterns and relationships Cleanse the data Parse data using DQC 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 Center Create a new DQC plan incorporating an existing data profiling plan Configure a data quality provider Create the Service Manager process flow to call the DQC plan Developers who will be using the iway Data Quality Center to profile, cleanse, and enrich their data. Prerequisites Knowledge of data quality and cleansing concepts; knowledge of data sources and the ability to understand data profiling. Public Class: $1,500 per student Public Class: $1,500 per student 55

56 iway Integration and Data Integrity Migration/Cleansing iway Master Data Center Essentials 2 Days CEUs: 1.2 Course 982 Learn how to build Master Data Center (MDC) projects to create single, golden records from your enterprise data. With Master Data Center 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 Center with an Eclipse GUI tool to build MDC projects Create MDC connected systems to identify incoming enterprise data Create MDC logical models to describe how the incoming data is to be represented in MDC Generate resources: Transformation and Batch Interface plans to process incoming data Fit the clean, match, and merge Data Quality plans into the MDC environment Modify the Batch Interface plan Start the Master Data Center Server and understand the underlying XML files Load the MDC repository Use the MDC Web Console to view the processed data Use iway Service Manager to build an application to process transactions through the Master Data Center Service using the MDC Agent Who Should Take This Class Developers and administrators who are responsible for consolidating, correcting, and coordinating enterprise data. Public Class: $1,500 per student Public Class: $1,500 per student 56

57 iway Integration and Data Integrity Advanced Topics iway Transformer Advanced Techniques 1 Day CEUs: 0.6 Course 978 The Advance Transformer course walks you through techniques for managing complex XML documents through looping control and context. You will learn how to work with the iway Transformer to manipulate Namespaces, as well as techniques for XML validation. Also, you will learn how to work with other data formats, such as Fixed Format datasets that can be described to the transformer tool for processing. Finally, you will work with additional mapping functions to enhance the output. You will learn about: Looping and Context Looping and Context Defined Looping and Context Property Settings Looping and Context Supported Methods Data Validation/Testing Validation Namespaces Server Management Fixed Width Files Fixed Width Format Additional Mapping Functions Working with JDBC Lookup XML Namespaces Custom Functions Who Should Take This Class Developers and administrators who are responsible for consolidating, correcting, and coordinating enterprise data. Public Class: $750 per student Public Class: $750 per student 57

58 iway Integration and Data Integrity Advanced Topics iway Trading Partner Manager Essentials 2 Days CEUs: 1.2 Course 974 This course will lead you through the essentials for working with the iway Trading Partner Manager (TPM) Console. We will learn to use the TPM Console to document business partners B2B operations. You will write iway Service Manager (ism) Process Flows to use TPM functions that transparently read the TPM repository to manage your B2B transactions. You will learn to transparently call iway Transformations using TPM calls in a process call. Create partner information in TPM Console Create iway Service Manager Process Flow leveraging TPM Enable Trading Partner Manager integration with ism Public Class: $1,500 per student Public Class: $1,500 per student 58

59 Other Resources Special Courses Visual Discovery Basics (for version 7.7) This two-day course will teach you how to use WebFOCUS Visual Discovery to create advanced data visualization for executive-level information presentation. You will learn how to combine multiple related charting components on the same web page for a multi faceted view, implement dynamic interactive charting, utilize complex graph types, and manipulate the display of data by sorting, scrolling, and zooming. 2 Days CEUs: 1.2 Course 374 Esri ArcGIS Basics This two-day course covers how to integrate Esri ArcGIS with WebFOCUS. You will learn how to select features on a map and send them to WebFOCUS to process and display on a report. You will also learn how to use WebFOCUS to provide a list of features for ArcIMS to draw on a map, based on data and related business logic. 2 Days CEUs: 1.2 Course 376 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). 1 Day CEU: 0.6 Course 378 These courses are available on request at your site. To schedule, please contact your local Information Builders Education Development Manager. For full course descriptions, visit education.informationbuilders.com. 59

60 Other Resources Additional Courses The following legacy courses are available on request at your site: FOCUS Basic MODIFY 2 Days CEUs: 1.2 Course 103 FOCUS Intermediate MODIFY 1 Day CEU: 0.6 Course 111 FOCUS Advanced MODIFY 3 Days CEUs: 1.8 Course 201 FOCUS Database Design 2 Days CEUs: 1.2 Course 200 iway Service Manager Essentials (Using Designer) 2 Days CEUs: 1.2 Course 970 Other Resources 60

61 Other Resources Online Syntax For WebFOCUS/FOCUS language, a one-year online subscription is available for $100 per student. Topics include: Basic report preparation Creating simple reports Reporting techniques Data manipulation for reporting Screening techniques Accessing files Fundamentals of graphs Advanced graph topics Call your local Education Development Manager for details. 61

62 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! 62