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 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 Managing Infocenters

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 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 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 (5 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 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 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 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 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