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 incorporating the updates from a new App patch or feature pack. The framework has been enabled for components like Forms, Configuration Parameters, List of Values (LOV), Workflow Emails, and Email Templates
Level |
Intermediate |
Content |
18 Hours |
Practice |
6 Hours |
Q&A with MSU |
2 Hours
|
Pre-Requisites |
Product Setup, Features and Functionality, |
Certification Awarded* |
MetricStream Certified Configuration Specialist |
Learning Objectives:
At the end of the training, resources will be able to understand:
- How to setup the applications
- How to perform basic configurations
- How to create, modify reports and charts
- How to configure forms
- How to Create and Manage Infocenters
- How to Manage Emails & Email Templates
*(Training will cover how to configure 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 4 hr 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 content
-
Lesson Platform Org Setup - MDOS
Platform MDOS Org Set Up
-
Lesson Packages
-
Lesson Roles - MDOS
Create and Manage Role, Activities and Objects
-
Lesson Introduction to Infocenter
Create and Manage Infocenter, Infoport and Infocenter Link
-
Lesson User Management - MDOS
Create and Manage Users
-
Lesson Config Param, LOV's, Data Tables
Create and Manage Developer Entities like, Data Table , LOV
-
Lesson Task Management
Understand and Manage the Tasks
-
Lesson SMC
Understand how to monitor different aspects of System's Health
-
Lesson Data Upload
understand Dataupload and learn how to upload data using templates
-
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.
-
Lesson Introduction to Reports
Understand MSI Report Builder, Report Builder wizard and how to create a Report.
-
Lesson Types of Reports
Learn to create other types of Reports
-
Lesson Report Settings
Understand Report Settings like Apply color condition. Manage Output and Export Settings
-
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.
-
Lesson Overview of Charts
Overview of Charts
-
Lesson Charts and Dashboards
Create Charts and Dashboards
-
Lesson Report & Chart Use case
Use case on Reports and Charts
-
Lesson Upgrade Safe Configuration
How to perform upgrade safe configurations.
-
Lesson Introduction to AppStudio
Introduction to the AppStudio Suite, Case Overview & Setup
-
Lesson Configuring Forms
Overview of Appstudio, Configuring Forms, adding/showing/hiding fields, sections etc.
-
Lesson Configuration Utilities (Update)
Configuring products using the configuration utilities provided as part of euphrates release.
-
Lesson Debugging
Various debugging options and logs.
-
Lesson Hands-On Activities
MDOS Org Set up, Role and Infocenter, Create User, Developer Entities, Data Upload Hands-On Activities
-
Lesson Assessment and Certification
Thank you for completing this Course. Kindly reach out to your instructor at [email protected] for the certification assessments