Platform Configuration - Comprehensive Course (Self Study)

Course Overview: The MetricStream Platform provides a framework that enables customers and partners to configure the application based on customer use case. The framework ensures that the configurations or changes made remain intact, while incorpo...

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 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 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 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 Hands-On Activities

MDOS Org Set up, Role and Infocenter, Create User, Developer Entities, Data Upload Hands-On Activities
- Hand on Practice - Org Setup
- Hands on Practice - Developer Entities
- Hands on Practice - Task Assignments
- Hand On Practice - Roles and Infocenter
- Hands on Practice - Users
- Hands on Practice SMC
- Hands on Practice - DataUpload
Lesson Assessment and Certification

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