Infor Education - Inforum Power Training 2014

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1 Infor Education - Inforum Power Training 2014 Overview Infor Education offers concentrated training courses in conjunction with Inforum. These three-day courses take place prior to Inforum and offer the opportunity to complete training in a condensed period, as well as take full advantage of Inforum. Power Training class registration will be available when you register for Inforum. Infor Education Power Training provides our top of the line training sessions plus an opportunity for professional development focused on helping you get the most from your enterprise software suite. All Power Training courses will be held at the Inforum convention center. This event will include: Top requested training courses Principal instructors Condensed training full course content, less time Lunch and snacks during your training days Take the opportunity to extend your Inforum stay in the unique, historic city of New Orleans and get trained at the same time. All Power Training courses are offered on the following days: Friday, September 12 08:30am to 5:30pm CST Saturday, September 13 08:30am to 5:30pm CST Sunday, September 14 08:30am to 5:30pm CST Fee (includes lunch) $800 per day, total cost per course $2400 Register by May 26, 2014 for Power Training and receive a 15% discount off the standard fee, for a total savings of $360! Fee after discount: $680 per day, $2040 per course Note: Power Training course fees are NOT included in Inforum registration, nor are fees for recommended prerequisite course work. Infor reserves the right to cancel a Power Training course up to July 19, You will not be billed for a Power Training course if you withdraw your registration before September 1, If you withdraw your registration on or after September 1, 2014, you will be billed for the entire class fee. After July 19, 2014, we can move attendees between confirmed courses if availability allows. Named attendees may be switched by your organization at any time without any additional charge. Copyright 2014 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners.

2 Course Titles: We want to ensure we run the classes that are of most interest to you. The list below contains the titles for the 26 core Power Training courses that are available for registration. On July 19, 2014 we will revise the list and present the confirmed courses. Please register before this date to ensure your course will be included in the final list. Infor Cloverleaf Administration Training: Cloverleaf: Implementation - Basic Cloverleaf: System Administration Infor EAM: EAM: Configuration and System Planning EAM: Foundation Infor EPAK: EPAK: Developing in EPAK Infor Lawson Enterprise Performance Management: Lawson: Using and Administering Business Intelligence Lawson: Using Crystal Reports Lawson: Using Design Studio & JavaScript Lawson: Using Process Automation Infor Lawson Technical: Lawson: Administering Landmark Foundation Lawson: Administering Security (v10) Lawson: Administering System Foundation (v10) for UNIX Lawson: Administering System Foundation (v10) for Windows Lawson: System Foundation Differences 9.x - 10.x Lawson: Using Configuration Console Infor Lawson Financials Lawson: Using General Ledger Infor Lawson Procurement Lawson: Using Contract Management Lawson: Using Strategic Sourcing Infor Lawson Talent Management Lawson: Using Global Human Resources Infor Technology: ION: Solution Design and Administration Infor M3 System Foundation Training M3: Administering the System (v13) - Introduction & Advanced Infor Mongoose: Mongoose: Fundamentals Inforum 2014 Power Training 2014 Infor Education 2

3 Infor MP2: MP2: Essentials Infor PCM: PCM: Infor Product Configurator Foundation Infor SunSystems: SunSystems: Managing the General Ledger, Users and System Administration Infor WFM: WFM: System Administration (v6) Course Descriptions Cloverleaf: Implementation Basic This course introduces the core concepts and tools of the Cloverleaf IDE, including basic navigation and configuration concepts. This training is for version 6.0 and all previous versions. Knowledge of basic machine integration concepts Knowledge of HL7 and other common healthcare message formats is helpful, but not required Introducing Cloverleaf Navigating the Cloverleaf Directories Creating a New Site Defining Processes and Threads Exploring Message Flow in the Engine Configuring a Basic Network Enhancing a Network Configuration Building Fixed-Length Record Layouts (FRL) Creating Variable-Length Record Layouts (VRL) Configuring a Lookup Table Creating HL7 Variants Locating Message Elements with Path naming Configuring a VRL to FRL Translation Applying Flow Control in Translation Conditional Operations and ITERATE Generating Messages in Translation Managing XML Packages Configuring and Applying an Engine Output (EO) Alias Inforum 2014 Power Training 2014 Infor Education 3

4 Controlling and Monitoring the Engine with the Network Monitor Viewing and Resending Messages from the Saved Messages Administration Tool (SMAT) Configuring and Monitoring Alerts Configuring an HL7 to XML Translation Optional Cloverleaf: System Administration Cloverleaf System Administration provides students hands-on training on Installation, System Maintenance, Automating Maintenance, Alerts, and Upgrading to Basic Security. The course features hands-on practice with Cloverleaf commands and utilities, along with tools for automating system management and monitoring tasks. Cloverleaf skills and work experience Explaining Why System Administration Important Exploring the Cloverleaf 5.8 and 6.0 Platforms Installing Cloverleaf Using the Proper Techniques Exploring New Features and Enhancements for 5.8 and 6.0 Configuring Client, Site, and Root Preferences Migrating Sites and Site Configurations Setting up Security Features Configuring and Monitoring Alerts Viewing and Resending Messages from the SMAT Using Command-Line Utilities Using System Maintenance and Backup Tools Using the Site Documentation Tool EAM: Configuration and System Planning This course covers base configuration requirements, critical configuration requirements administration, and general functional overview. The training is applicable for the following Infor EAM version(s): and later. Proficiency with basic EAM functionality Documenting Processes Inforum 2014 Power Training 2014 Infor Education 4

5 Multi-Organizational Security Security Installation Parameters Entities, Classes, and Categories Custom Fields, User Defined Fields, and Audit Triggers System Setup Data Model Report Configuration KPI and Inbox Operations Setup Messenger Documents Archiving Records Upload Utility Web Service Prompt Execution EAM: Foundation This course provides hands-on training in the essential core function of the Infor EAM application suite, including overview training in the most commonly implemented optional functions. This training is for version 10.1 and all previous versions. EAM overview EAM navigation basics Equipment management Work configuration Work management Preventative maintenance Material configuration Materials movement Purchasing Project management Budgets Repairable spares EPAK: Developing in EPAK EPAK Developer Training is a three-day training class that teaches the basics of how to author content using the EPAK Developer tool. Set Developer Preferences Build an Outline Record Topics Inforum 2014 Power Training 2014 Infor Education 5

6 Preview a Topic Use the Topic Editor Insert and Delete Frames Work with Action Properties Modify the Bubble Publish Content for the Player Check In/Check Out Change Views View and Assign Document Properties Create Attachments Link Attachments Create a Glossary Publish Content for Printed Output Include Questions and Assessments Understand Know It? Mode Use String Input Options Use Alternative Actions and Paths Create Decision Frames Edit Frames Define Roles Manage Library Documents Work with Related Documents Copy Documents and Outlines Export/Import Content Customize Published Output Incorporate Sound Localize Content Administrative Options Lawson: Using and Administering Business Intelligence The purpose of this course is to provide the information and practice needed to perform Business Intelligence foundation and administration functions. These instructions will provide an overview of Reporting Service, Smart Notification, Framework Services, user management and details on Infor Lawson Business Intelligence learning resources. This training is applicable to Infor Lawson Business Intelligence 10. Know how to move freely within a Windows and Infor Lawson environment. Know how to move freely within an Infor Lawson server environment Discuss Reporting Services that can publish, burst, and schedule reports. Inforum 2014 Power Training 2014 Infor Education 6

7 Explain the process of using Smart Notification to create and deliver notifications. Describe Framework Services that build dashboards to integrate content from Reporting Services, Smart Notification, and other sources. Identify Infor Lawson Business Intelligence resources, such as guides, online help, and additional training. Describe configuration and administration of Framework Services, Reporting Services, and Smart Notification. Explain authenticating, synchronizing, and deleting users. Lawson: Using Crystal Reports Using Crystal Reports is a course that teaches the fundamentals of report design along with intermediate techniques needed to develop more complex reports. In a highly hands-on environment, students will spend a portion of the course focusing on the Crystal Reports product. The remaining time is dedicated to accessing Lawson data using Crystal Reports and OLE DB object services. Basic knowledge of database concepts (tables, fields, and records) Review of procedures to prepare for year-end Report design and record selection Sorting, grouping, and summarizing data Formatting and charting Formulas sections Parameters and variables Sub reports Data sources (ODBC, OLE DB, and RW100) Lawson: Using Design Studio & JavaScript Using Design Studio & JavaScript is a course for customers, employees and partners. Attendees will learn about the Design Studio tool, a browser-based drag-and-drop graphical development environment used to customize or enhance Infor applications. What is Infor Design Studio? Infor system terminology Infor Design Studio Portal Page Designer UI Designer Types of examples Wizard Designer Inforum 2014 Power Training 2014 Infor Education 7

8 Directory structure Overview of hands-on labs Review JavaScript programming overview JavaScript terminology Resources Lawson: Using Process Automation Using Process Automation is a 5-day training course where attendees will learn about the components of Process Automation, such as the Process Designer and Process Server. This course provides practical, hands-on experience using the Process Designer and Process Server Administrator. Infor Process Automation Architecture Overview Activity Nodes and Infor Process Designer Landmark Query Process and Landmark Transaction Update Process System Configuration Lawson Query and Lawson Resource Transaction Process Lawson Query Process User Configuration Lawson Requisition Approval Process Enable Services Work Object Web Run Process and Custom Activity Process HR User Action Modify a Landmark Process Schedule Processes SQL Query and Update Process System Command File Transfer and Data Iterator File Access LTM to Lawson Update File Channels, ION, and JMS (Java Messaging Service) XML Process Web Service Lawson Adapter Cloverleaf Interface Process Automation Administration Understanding Dates Lawson HR User Action Change Data Iterator Landmark Transaction, Lawson Resource Transaction Example, and Lawson Transaction Custom Triggers 4 GL Custom Inbasket Displays Inforum 2014 Power Training 2014 Infor Education 8

9 Lawson: Administering Landmark Foundation This is a five-day course for system administrators to learn how to manage a Landmark environment. The course features hands-on exercises in a live Landmark environment. The course is designed for system administrators who are working with an established Landmark environment. It is helpful to have experience with basic system administration (e.g. operating system, command line, Rich Client, etc.). Key Landmark Concepts Landmark Architecture and System Components Landmark Servers, Services, Environment and Network Landmark Tools and How to Use Them to Manage Landmark Applications Landmark Security User Setup How to Troubleshoot Issues Lawson: Administering Security (v10) This course covers how to set up security roles, classes, profiles, and rules; how to grant access to data sources, forms, and files; and how to secure printers, job queues, environment services, reports, users, and security. This training is applicable for the Infor Lawson Security version 10.x and 9.x. Experience with Infor Lawson applications New user setup / Views / Security Profile / Data Source Access Grant Access to Forms and Grant Access to Files Unconditional Access for Action Forms Grant Access Forms and Files Security Class Grant Access Forms based on Group Membership Batch Parameter Control Role Inheritance Create a Security Class / Condition Rule using both form and table rules Group Rules Data Control based on Custom Attribute and based on Agent Field Control Role Override Inforum 2014 Power Training 2014 Infor Education 9

10 Data Control based on Structure and based on Database Information Create an All Access Role and Security Class Create a Security Sub Administrator Securing Printers JobQueues / Users / Copy / Reports Lawson: Administering System Foundation (v10) for UNIX The purpose of this course is to provide the technical foundation necessary for creating customized reports, queries, and applications; modifying existing and custom applications, and for administering Infor Lawson. Additionally, this course provides Infor Lawson Administrators with knowledge of tasks associated with effective implementation and maintenance of Infor Lawson on a UNIX platform. This training is applicable to the Infor Lawson System, version 10 and all previous versions. Related UNIX skills and work experience The purpose of this course is to provide technical foundational skills for performing System Administration functions within the Infor Lawson system on a UNIX platform Identify Infor Lawson Architecture and directory structure. Describe key Infor Lawson System concepts and terms. Manage Infor Lawson Servers, system processing and job processes. Apply product installation and patching. Maintain WebSphere, User & LDAP, Portal and Infor Lawson Security administration. Lawson: Administering System Foundation (v10) for Windows Lawson: Administering System Foundation for Windows (v10) is a 5-day course for Lawson Administrators working with Foundation and Administration of LSF10 Components. Attendees will learn to effectively implement and maintain Lawson on a Windows platform. Knowledge of your organization s licensed Infor Lawson applications, products, and installation Infor Lawson 10 architecture and foundation overview Administrator interfaces End-user interfaces Infor Lawson System Foundation directory structure Inforum 2014 Power Training 2014 Infor Education 10

11 Infor Lawson server administration Infor Lawson Environment, product lines, and database structures Infor IOS services, batch, and online transaction processing Infor Lawson System Foundation maintenance IBM WebSphere administration Authentication and federation User administration and security monitoring Infor Lawson Security Infor Ming.le and end-user interfaces Lawson: System Foundation Differences 9.x - 10.x This course explains the differences between versions and 10 for Lawson System Foundation & Administration Knowledge of Lawson System Foundation version 9 Infor Lawson 10 Architecture Infor Lawson 10 System Foundation Infor Landmark Technology Distributed Security Package, Infor Security Services, and Federation Overview Authentication and Federation User administration and security monitoring Maintenance Administrator interfaces End-user interfaces Additional end-user topics Lawson: Using Configuration Console This course will provide you with the information to create and modify security classes using the Configuration Console. Infor Talent Management Rich Client Landmark Programming Language Inforum 2014 Power Training 2014 Infor Education 11

12 Define the function, purpose and benefits of Configuration Console Explain the differences among modifications, configurations, and personalizations Describe the components that can be personalized or configured Define basic Configuration Console terminology Describe the components that can be personalized Create a personalization using the Rich Client Dashboard Menu Page List Field Form Watch Configure MIME Types and Application Components Configure Business Classes Fields Lists Pages Explore Action Requests Pin Action Restrict Action New Action Overrides Lawson: Using General Ledger Using General Ledger is a course about the setup, processing, maintenance, and accessing information within the General Ledger. Basic accounting knowledge and understanding of financial statements Currency Setup Overview Defining a Chart of Accounts Defining a Company and Accounting Units Defining Posting Accounts for a Company Additional Company Considerations Defining Company and Interzone Relationships Defining Codes and Controls Processing Journal Entries Processing Recurring Entries Maintaining Journal Entries Using Attribute Matrix Attributes Closing a Period or Year Backposting Journal Entries Transferring and Interfacing Data Maintaining Companies and Maintaining a Chart of Accounts Accessing Information Online Creating Customized Reports Producing Consolidated Reports Using Lawson Analytics to Create Data Marts Inforum 2014 Power Training 2014 Infor Education 12

13 Lawson: Using Contract Management Using Contract Management is a course for users of Contract Management. Attendees will learn about the core functionality of the Contract Management application, including integration considerations and procurement process practices. A working knowledge of the Lawson Procurement suite. A general understanding of General Ledger is recommended. A general knowledge of the Accounts Payable application is recommended. Landmark/Contract Management Architecture and Security Overview Contract Management Overview Primary and General Setup Supplier and Contract Setup Item maintenance Contract creation overview Process variants for creating a contract Rebates Setup and Processing Tiered Pricing Contract Amendments and Administration Lawson: Using Strategic Sourcing Strategic Sourcing provides an opportunity to develop a working knowledge of the core functionality of the Strategic Sourcing application. This course provides an overview of each module within the application, as well as integration considerations and their effects on the procurement process. Strategic Sourcing includes hands-on activities that provide practical experience as well as development of application knowledge. Inventory Control, Purchase Order and Requisitions is required High level knowledge of General Ledger is recommended Strategic Sourcing Overview Strategic Sourcing Setup Supplier Registration Event Setup Event Creation Supplier Response Inforum 2014 Power Training 2014 Infor Education 13

14 Buyer Event Maintenance and Awards Strategic Sourcing Reports Lawson: Using Global Human Resources Using Global Human Resources is a course for Human Resources Professionals and Human Resources Administrators. Attendees will learn how to set up organization and resource data. Accessing Infor Enwisen Talent Management Prerequisite Setup Currency Setup Plan Your Organizational Structure Manager Structure Setup Competency Management Setup Salary Structures Step and Grade Overview of Jobs and Positions Positions Setup Resource Components Setup Resource Setup Work Assignment Setup Base Pay Actions Reporting ION: Solution Design and Administration At the end of this course, learners will have successfully used ION Connect to create a variety connection points, and document flows, and used ION Process to create monitors that generate alerts, and workflows that generate tasks and notifications. Some system integration experience Some SQL experience with RDBMS (class examples will be in MS SQL Server) Experience with XML Basic understanding of business processes ION Product Overview Scoping ION ION Installation ION Connect Inforum 2014 Power Training 2014 Infor Education 14

15 ION Process ION Management and Administration ION Related to Other Products for example M3: Administering the System (v13) - Introduction & Advanced This power training starts with basic administration of the Infor M3 Business Engine on all approved platforms. The second half of the course build upon that knowledge and aims to teach the methods used to manage the more complex areas of an Infor M3 installation. This training is applicable for Infor M3 version 13. Overview of the M3 Installation Smart Office Introduction M3 User Interface Components Customizing Menus M3 Companies and Divisions M3 File Structure M3 Environments M3 Work Management Managing the M3 Application M3 User Management M3 Backup and Housekeeping M3 Output Solution (MOS) administration M3 job management and scheduling Managing fixes System configuration Grid work management Copying data using Lifecycle Manager Mongoose: Fundamentals In this course you will build a small application, beginning with configuring your development environment, through the basics of building Mongoose IDOs and forms. You will become familiar with some of the advanced topics about adding logic and code into the application, and building a web portal for the application. Basic understanding of SQL queries and updates Building Issue Tracking Inforum 2014 Power Training 2014 Infor Education 15

16 Creating Property Classes Using IDOs Non-Base Properties IDO Property Management Property Editing Building Forms Validators Consumer UI Prep Work Home Page Build Form Pages Consumer UI Events, Handlers Consumer UI Data Binding Multi Device Adding Logic and Code MP2: Essentials This course provides detailed instruction of the maintenance, inventory, and purchasing features of MP2. Equipment, Labor, Work Order, Work Requests, Preventive Maintenance, Scheduling, Inventory and Purchasing modules are covered in detail. Module functionality demonstrations and hands-on exercises give attendees a foundation of how to use MP2 to manage general maintenance functions. Review equipment and work order functionality Configure a task/pm system Set up failure analysis and predictive maintenance Set up security Build an understanding of inventory management Reduce stock outages through timely stock replenishment Provide a method of managing the purchasing process Build a base of information to track performance PCM: Infor Product Configurator Foundation The purpose of this course is for new rules designer to acquire the necessary skills to create and maintain product models using the basic sales and pricing rules. This training is applicable for the following Infor Product Configurator version(s): 8.0 and all previous versions. Build and execute rule sets with sales and pricing rules Remember and recall basic functions and expressions in Infor Product Configurator Create and effectively use option lists, matrices, and variables Inforum 2014 Power Training 2014 Infor Education 16

17 Explain and use, as a novice, Infor Product Configurator SunSystems: Managing the General Ledger, Users and System Administration This power training course combines the courses SunSystems: Managing the General Ledger and SunSystems: Managing Users and System Administration. This training provides a detailed introduction to the Ledger Accounting module within SunSystems Financials, including how to set up and maintain all 10 parts of Ledger Accounting. This training also provides a detailed introduction to the administration functions within SunSystems and examines how the user interface and security are configured. This training is for version and all previous versions. A basic business understanding A basic accountancy understanding General Ledger: Set Up and Maintain a Business Unit Global Analysis Set Up Ledger Accounting Automatic Tax Ledger Entry Ledger Inquiries Payables Account Allocation Journal Reversal and Copy Reconciliation Manager Authorizations Sequence Numbers Voucher Numbering (Second Reference) Ledger Import Multi-currency Ledger Revaluation Saved Sets Users and System Administration: User Manager Generic Functionality User Manager SunSystems Functionality SunSystems Navigation and Menus Business Unit Administration SunSystems Administration Functions Documents, Reports, and Listings Data Audit Archiving Inforum 2014 Power Training 2014 Infor Education 17

18 WFM: Using Time & Attendance (v6) This course is designed to give you a broad understanding of the Workforce Management application. Included in this course are the following areas: Employee Settings, User & Team Security, Schedule Settings, Labor Metrics, Payroll Settings, Calculation Groups & Quick Rules, Balances and Accruals, Public Holiday Management, Timesheet Configuration, Shift Trades Configuration, Job Scheduler, Alerts, Forms & Workflows, Config Mode & Application Security, Launch Pads, Workmail, Timesheets, Reports, Payroll Administrator Tasks, and Employee Transaction Manager. Identify employee data imported from HR Configure schedule settings such as shifts, shift pattern, and shift premiums Configure labor metrics such as jobs, departments and projects Configure leave management elements such as balances, entitlements and policies Configure payroll settings including hour types, times codes and payroll groups Configure public holidays and the public holiday calendar Use the Quick Rule Editor to modify existing rules Set-up security including configuring users, security groups, lockdown privileges, teams and proxy accounts Use the ETM to clock on and clock off, locate work schedules & details, locate balance information and submit a vacation request (as an employee) Use the daily timesheet to enter employee clock times, create/copy/delete overrides and modify labor allocations Use Supervisor Approval Worksheet to authorize timesheets for an employee team Discuss available forms & use to approve a vacation request Use the weekly timesheet to allocation an employee s time Discuss retroactive adjustments & the payroll close-out process, and override fields on an employee record (as a payroll administrator) Run key management reports: YAG absences, balances, exceptions Inforum 2014 Power Training 2014 Infor Education 18