Platform Framework: Product Development & Implementation - Comprehensive Course (Self Study)

Course Overview:

The MetricStream Platform framework enables Rapid and consistent Design, Development and Sustenance of highly configurable GRC Applications. The Platform contains various tools to design and develop the various products and provide a complete solution. The course is a Comprehensive course covering all aspect of the Platform including Setup, Data Analytics, Building an Application, Monitor the health of the Platform etc.

Level

Advanced

Content

50 Hours

Practice

40 Hours

Q&A with MSU

15 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 App Studio and Product Suite Implementation Specialist

Learning Objectives: The training is focused on Advanced 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 implement a project from end to end, by understanding the distinct phases and tasks
How to configure and create extension for the Apps.
How to build an app from scratch.
How to customize an app
How to understand the out of the box functionalities and work on them
How to analyze and fix bugs
How to understand the documentation format and guidelines

*(Training will cover how to develop major functionalities of all apps, so it is app neutral)

Practice Instance:

Once you start the course, please reach out to MSU at [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 15 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 Platform contains various tools to design and develop the various products and provid...

Course content

Lesson Introduction to M7 Platform

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

Platform MDOS Org Set Up
- MDOS Overview
- Platform MDOS Organization Levels & Organization Setup
- Steps to setup MDOS
Lesson Packages
- How to Create Packages
- Package Import & Export
- FAQ's
Lesson Roles - MDOS

Create and Manage Role, Activities and Objects
- Role Setup
- Creating and Managing Roles
- Roles Backend Table
Lesson Introduction to Infocenter

Create and Manage Infocenter, Infoport and Infocenter Link
- Infocenter Setup
- Create and Manage Infocenter
Lesson User Management - MDOS

Create and Manage Users
- Introduction to User Management
- Create and Manage Users
- User Backend Tables
Lesson Config Param, LOV's, Data Tables

Create and Manage Developer Entities like, Data Table , LOV
- Configuration Parameter
- LOV
- Data Table
- Configuration Parameter Backend Tables
- LOV Backend Tables
- Data Table backend tables
Lesson Task Management

Understand and Manage the Tasks
- Task Reassignment
- Bulk Reassignment
- Unlock Task
Lesson SMC

Understand how to monitor different aspects of System's Health
- Introduction to SMC
- Users
- Forms and Reports
- Infolets
- Database
- SMC Reports
Lesson Data Upload

understand Dataupload and learn how to upload data using templates
- Usecase
- UseCase
- Introduction to Data Upload
- Data Upload Demo - Platform Entities
- Data Upload - Control (GRC)
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
Lesson Creating Infolets

How to create infolets groups and infolets.
- Infolet Group
- MetricStream Data Source
- Create Infolet
- Infolet Group Mandate
Lesson Advanced Features of the Infolet

Manage Parameter, Profile Parameter , Filters in Infolet and Create Copy of an Infolet, Infolet Debugging
- Infolet Parameter
- Profile Parameter
- Infolet Filters
- Copy Infolet
- Infolet Backend Tables
- Infolet Debugging
- Infolet History
Lesson Types of Infolets

Learn to create and Manage Stored Procedure Based Infolet , Java Class Infolet, Scheduled Infolet and Structured Infolet
- Types of Infolet
- Stored Procedure Infolet
- Java Class Infolet
- Scheduled Infolet
- Structured Infolet
Lesson Introduction to Reports

Understand MSI Report Builder, Report Builder wizard and how to create a Report.
- Introduction to Report Builder
- Report Building
- Data Setup and Filters
Lesson Types of Reports

Learn to create other types of Reports
- Group Report
- CrossTab Report
Lesson Report Settings

Understand Report Settings like Apply color condition. Manage Output and Export Settings
- Color Condition
- Output Settings
- Export Settings
- Drill Down
- Report Backend Tables
- Report Debugging
Lesson Advanced Report Settings

Understand advanced report settings like adding Drill Down Reports, Metric Card and Report APIs
- Metric Card
- Report APIs
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
- Introduction to Self Service Reporting
- Self Service Reporting Demo
- Advanced Edit Options
- Adding Drill Down
- Adding Aggregations
Lesson Overview of Charts

Overview of Charts
- Chart Overview
Lesson Charts and Dashboards

Create Charts and Dashboards
- Chart Creation
- Chart and Dashboard
- Chart Debugging
Lesson Use case

Use case on Reports and Charts
- Reports and Charts Use cases
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
- Jasper Report
Lesson Introduction to AppStudio

Introduction to the AppStudio Suite, Case Overview & Setup
- Overview of AppStudio
- Case Study Overview
- Case Study Setup
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
- Creating Data Objects
Lesson AppStudio Forms

Overview of Forms, How to create and design Forms, how to create fields, sections and multirows
- Overview of Forms
- Creating Forms (Basic Data Type Fields)
- Creating Forms (Advanced Data Type Fields & MultiRow)
- Advanced Data Types
- Data Object & Form deployment log table
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
Lesson AppStudio Forms - Business Rules

Write business rules for setting field values, and properties and performing data validations
- Business Rules
Lesson Business Rules Updates (Update)

Euphrates updates of business rules.
- Introduction to Business Rules
- Business Rules
Lesson AppStudio Blueprints & Workflows

Overview of Blueprints & Workflows, how to create blueprint and workflow
- Creating Blueprint & Workflow
- Adding Rules, Assignees, Rule Groups & Assignments to Blueprint
- Mapping Form, Assignees, Rules, Assignement in Workflow
- Workflow History Table
Lesson AppStudio Data Object & Form Advanced Features

Setting up advanced components and form features
- Setting up the workflow stage indicator
- Adding Reports to Forms
- Setting up the Tree View
- Creating & Using Configuration Parameters in forms
- Adding Custom Component in Forms
- Controling form access
- Setting up the ORB Grid
Lesson AppStudio Blueprint & Workflow Advanced Features

Creating advanced workflow.
- Form View & ETL
- Form Display View
- Action Filtering Hook
- Adding Multiple Rule Groups
- Creating Parameters, Emails & Email Templates
- Hook Procedure & ID Generation
Lesson Groovy Based DSL (Update)

Writting Groovy based DSL hooks and euphrates updates of DSL.
- Introduction to DSL
- DSL Hook
- DSL Hook Example
Lesson Upgrade Safe Configuration

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

Overview of Appstudio, Configuring Forms, adding/showing/hiding fields, sections etc.
- Form Configuration & JS Chaining
- Deploying forms with clob vs without clob
Lesson Advanced Form Configurations

Performing advanced form configurations.
- Configuring Advanced Data Types
- Configuring Multirow
- Configuring Tree View
Lesson Configuration Utilities (Update)

Configuring products using the configuration utilities provided as part of euphrates release.
- Alert Modifications
- Form Modifications
- Infolet Scheduler
- Label Changes
- Application Configuration
- Data Table Modifications
- Email Configurations
- Infocenter Configurator
- Role Configurator
- Delete Extended Form
- Remap Form Extension
- Undo Extension JS
- Metadata Validation
- Audit Trail Report
- Auto Apply Modifications
Lesson Business API & Simplified Data Import and Export (Update)

BAPI developer journey of generating BAPI code and enabling simplified data import and export.
- Activity and Object for generating Business API
- Generating Business API's
- Testing Business API
- Testing Simplified Import and Enabling Data Export
- Excluding fields from Data Import & Export
- Cover Page for Data Import & Export
- Import Status Report
- Limitations
Lesson Bulk Reassignment

How to perform bulk reassignment
- Bulk Reassignement Framework
Lesson Debugging

Various debugging options and logs.
- Log Files
- Debugging Infolets
- Debugging Reports
- Debugging Charts & Dashboards
- Debugging Forms
- Enterprise Information Backend Table
Lesson Sample Troubleshooting Use Cases
- Use Case 1
- Use Case 2
Lesson Build & Release Process
- GIT & Jenkins
- Installing Installers/Patches
Lesson Assessment and Certification

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