Platform Framework: Basic Design and Development - Comprehensive Course (Self Study )

Course Overview:

The MetricStream Platform framework enables Rapid and consistent Design, Development and Sustenance of highly configurable GRC Applications. The Product development suite consists of 3 core designers, the data designer, the form designer and the workflow designer to define the structure of the business entity, design the form and the workflow. The Platform consists of the infolets, Reports, Charts and dashboard designer that provides insight into the product data.

Level

Advanced

Content

35 Hours

Practice

10 Hours

Q&A with MSU

3 Hours

Pre-Requisites

Practical Knowledge in SQL, PL/SQL, Data Modelling, Java, JavaScript, Basics of XML, Basic Product Features and Functionality.

Certification Awarded*

MetricStream Certified Development Associate

Learning Objectives: The training is focused on Basic Platform technical concepts required to implement any app in MetricStream suite of applications.

At the end of the training, resources will be able to understand:

How to perform basic application setup
How to Create and Manage Infolets
How to Create and Manage Reports and Charts on the MetricStream Application
Understand the basic data model
How to build a simple app.
Understand the workflow design

*(Training will cover how to develop a simple application and it is app neutral)

Practice Instance:

Once you start the course, please reach out to MSU at MSU[email protected] to get a practice instance allocated.

Facetime with Instructor:

Upon completion of course content and sufficient practice, reach out to your MSU instructor for your 8 hrs of Q&A session to clarify and address any open questions.

Certification (Optional):

To be certified, you need to score a minimum of 75% on both the objective and practical assessment. You are allowed a maximum of 2 attempts to pass the certification tests. Please reach out to the instructor once you are ready for assessment. The maximum duration allowed for appearing for assessment is 2 weeks from the course assignment date.

Course Overview: The MetricStream Platform framework enables Rapid and consistent Design, Development and Sustenance of highly configurable GRC Applications. The Product development suite consists of 3 core designers, the data designer, the form d...

Course content

Lesson Introduction to M7 Platform

Introduction to the Course, Overview of M7 Platform, Platform Navigation & Features
- Introduction (25 minutes)
- Platform Navigation and Features (25 minutes)
Lesson Platform Org Setup - MDOS

Platform MDOS Org Set Up
- MDOS Overview (45 minutes)
- Platform MDOS Organization Levels & Organization Setup (20 minutes)
- Steps to setup MDOS (30 minutes)
Lesson Packages
- How to Create Packages (10 minutes)
- Package Import & Export (20 minutes)
- FAQ's
Lesson Roles - MDOS

Create and Manage Role, Activities and Objects
- Role Setup (12 minutes)
- Creating and Managing Roles (12 minutes)
- Roles Backend Table (8 minutes)
- FAQ's
Lesson Introduction to Infocenter

Create and Manage Infocenter, Infoport and Infocenter Link
- Infocenter Setup (10 minutes)
- Create and Manage Infocenter (22 minutes)
- FAQ's
Lesson User Management - MDOS

Create and Manage Users
- Introduction to User Management (8 minutes)
- Create and Manage Users (25 minutes)
- User Backend Tables (8 minutes)
Lesson Config Param, LOV's, Data Tables

Create and Manage Developer Entities like, Data Table , LOV
- Configuration Parameter (8 minutes)
- LOV (10 minutes)
- Data Table (20 minutes)
- Configuration Parameter Backend Tables (5 minutes)
- LOV Backend Tables (3 minutes)
- Data Table backend tables (5 minutes)
- FAQ's
Lesson Task Management

Understand and Manage the Tasks
- Task Reassignment (5 minutes)
- Bulk Reassignment (15 minutes)
- Unlock Task (5 minutes)
- FAQ's
Lesson SMC

Understand how to monitor different aspects of System's Health
- Introduction to SMC (3 minutes)
- Users (5 minutes)
- Forms and Reports (3 minutes)
- Infolets (2 minutes)
- Database (6 minutes)
- SMC Reports (60 minutes)
Lesson Data Upload

understand Dataupload and learn how to upload data using templates
- Introduction to Data Upload (15 minutes)
- Data Upload Demo - Platform Entities (25 minutes)
- Data Upload - Control (GRC) (25 minutes)
- UseCase (30 minutes)
- Usecase
Lesson Overview of Infolets

What are Infolets, What are the different features of infolet, what are the idfferent kinds of infolets that can be created.
- Introduction to Infolet (25 minutes)
Lesson Creating Infolets

How to create infolets groups and infolets.
- Infolet Group (6 minutes)
- MetricStream Data Source (12 minutes)
- Create Infolet (15 minutes)
- Infolet Group Mandate (10 minutes)
- Infolet Parameter (16 minutes)
- Infolet Parameter Types and Options (22 minutes)
- Profile Parameter (14 minutes)
- FAQ's
Lesson Types of Infolets

Learn to create and Manage Stored Procedure Based Infolet , Java Class Infolet, Scheduled Infolet and Structured Infolet
- Types of Infolet (12 minutes)
- Stored Procedure Infolet (18 minutes)
- Java Class Infolet (10 minutes)
- Structured Infolet (10 minutes)
Lesson Advanced Features of the Infolet

Manage Parameter, Profile Parameter , Filters in Infolet and Create Copy of an Infolet, Infolet Debugging
- Infolet Filters (10 minutes)
- Scheduled Infolet (12 minutes)
- Infolet History (10 minutes)
- Copy Infolet (3 minutes)
- Infolet Backend Tables (15 minutes)
- Infolet Debugging (30 minutes)
Lesson Introduction to Reports

Understand MSI Report Builder, Report Builder wizard and how to create a Report.
- Introduction to Report Builder (18 minutes)
- Report Building (10 minutes)
- Data Setup and Filters (12 minutes)
- FAQ's
Lesson Types of Reports

Learn to create other types of Reports
- Group Report (10 minutes)
- CrossTab Report (5 minutes)
Lesson Report Settings

Understand Report Settings like Apply color condition. Manage Output and Export Settings
- Color Condition (15 minutes)
- Output Settings (12 minutes)
- Export Settings (30 minutes)
Lesson Advanced Report Settings

Understand advanced report settings like adding Drill Down Reports, Metric Card and Report APIs
- Metric Card (20 minutes)
- Drill Down Report (18 minutes)
- Report APIs (15 minutes)
- Report Backend Tables (10 minutes)
- Report Debugging (32 minutes)
Lesson Data Universe & Self Service Reporting (Update)

Setup a data universe of the related objects and create reports using the data universe. This is a new feature released in Euphrates version.
- Data Universe (32 minutes)
- Introduction to Self Service Reporting (10 minutes)
- Self Service Reporting Demo (15 minutes)
- Advanced Edit Options (30 minutes)
- Adding Drill Down (10 minutes)
- Adding Aggregations (8 minutes)
Lesson Overview of Charts

Overview of Charts
- Chart Overview (6 minutes)
Lesson Charts and Dashboards

Create Charts and Dashboards
- Chart Creation (30 minutes)
- Chart and Dashboard (85 minutes)
- Chart Backend Tables (5 minutes)
- Chart & Dashboard Debugging (8 minutes)
- FAQ's
Lesson Report & Chart Use case

Use case on Reports and Charts
- Reports and Charts Use cases (30 minutes)
Lesson Hands on Activities

Activities on Infolets, Reports and Charts
- Infolet
- Reports Practice
- Charts and Dashboard Practice
Lesson Management Reports

Learn to create reports in different formats such as word, excel, pdf etc. using 3rd party reporting tools such as Jasper and Libre/Open Office
- Open Office Report (32 minutes)
- Jasper Report (15 minutes)
Lesson Introduction to AppStudio

Introduction to the AppStudio Suite, Case Overview & Setup
- Overview of AppStudio (25 minutes)
- Case Study Overview (6 minutes)
- Case Study Setup (35 minutes)
Lesson AppStudio Data Object

Overview of Data Objects, How to create Data Object and add different types of attributes to the Data Object
- Overview of Data Objects (26 minutes)
- Creating Data Objects (18 minutes)
- Deriving Data Objects (12 minutes)
- FAQ's
Lesson AppStudio Forms

Overview of Forms, How to create and design Forms, how to create fields, sections and multirows
- Overview of Forms (12 minutes)
- Creating Forms (Basic Data Type Fields) (25 minutes)
- Creating Forms (Advanced Data Type Fields & MultiRow) (22 minutes)
- Advanced Data Types (18 minutes)
- Form Field Source Types & Options (35 minutes)
- Multirow Visualizations (30 minutes)
- Data Object & Form deployment log table (1 minutes)
Lesson AppStudio Forms - MPower API's & JS

Perform form field validations and set default values and field properties using MPower API's and Java script.
- MPower API & JS (20 minutes)
Lesson AppStudio Forms - Business Rules

Write business rules for setting field values, and properties and performing data validations
- Introduction to Business Rules (3 Minutes)
- Business Rules (30 minutes)
- Business Rules Updates (30 minutes)
- Business Rules Demo (30 minutes)
- Extending & Merging Business Rules (8 minutes)
Lesson AppStudio Blueprints & Workflows

Overview of Blueprints & Workflows, how to create blueprint and workflow
- Creating Blueprint & Workflow (26 minutes)
- Adding Rules, Assignees, Rule Groups & Assignments to Blueprint (20 minutes)
- Mapping Form, Assignees, Rules, Assignement in Workflow (30 minutes)
- Form View & ETL (18 minutes)
- Workflow History Table (1 minutes)
Lesson Upgrade Safe Configuration

How to perform upgrade safe configurations.
- Configuring LOV's, Parameter Categories, Email Templates (24 minutes)
- Copying Infolet, Reports, Email Opt-in Opt-Out (16 minutes)
- Extension Package Details (6 minutes)
Lesson Configuring Forms

Overview of Appstudio, Configuring Forms, adding/showing/hiding fields, sections etc.
- Form Configuration & JS Chaining (28 minutes)
- Deploying forms with clob vs without clob (6 minutes)
Lesson Configuration Utilities (Update)

Configuring products using the configuration utilities provided as part of euphrates release.
- Alert Modifications (8 minutes)
- Form Modifications (12 minutes)
- Infolet Scheduler (10 minutes)
- Label Changes (6 minutes)
- Application Configuration (8 minutes)
- Data Table Modifications (8 minutes)
- Email Configurations (12 minutes)
- Infocenter Configurator (10 minutes)
- Role Configurator (8 minutes)
- Delete Extended Form (6 minutes)
- Remap Form Extension (8 minutes)
- Undo Extension JS (6 minutes)
- Metadata Validation (12 minutes)
- Audit Trail Report (8 minutes)
- Auto Apply Modifications (6 minutes)
Lesson Debugging

Various debugging options and logs.
- Log Files (6 minutes)
- Debugging Infolets (30 minutes)
- Debugging Reports (32 minutes)
- Debugging Charts & Dashboards (8 minutes)
- Debugging Forms (45 minutes)
- Enterprise Information Backend Table (6 minutes)
Lesson Sample Troubleshooting Use Cases
- Use Case 1 (5 minutes)
- Use Case 2 (3 minutes)
Lesson Assessment and Certification

Thank you for completing this Course. Kindly reach out to your instructor at [email protected] for the certification assessments
- Certification