WebFOCUS Training Roadmap (HTML Version, PDF Version)
iWay/OmniGen Training Roadmap (HTML Version, PDF Version)





Extended Lab Session is a post Lab environment for 10 hours over 28 days that allows the student access to the course lab and all the work they did in the course. Must be purchased when the course is purchased for an additional $250 (WebFOCUS) & $350 (iWay/OmniGen) per student session prior to class.


Publics Class Schedule

On Demand Courses

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Course Title Course # Course Description Location

Basic Reporting 102 Release 8.x Updated with all new examples! Are you familiar with the WebFOCUS graphical user interface, but need to know more about the underlying code that gets generated from your actions? Do you need to understand FOCUS/WebFOCUS reports you have inherited? With this course, you will learn the basic syntax contained in a FOCUS or WebFOCUS report request.
You Will Learn How To:
  • Understand the syntax of the FOCUS language
  • Comprehend WebFOCUS processing of requests
  • Create detailed and summary reports
  • Control the order of data
  • Format reports
  • Select data before and after it is summed
  • Change the way data is displayed
  • Calculate new values based on detail and summed values
  • Display group totals and grand totals
  • Place data from multiple files into one report
  • Save data in Excel and PDF formats
  • Add flexibility to your report request
  • Be introduced to efficient reporting techniques for relational databases
Extending WebFOCUS with the Core Language V8.2 105 Are you familiar with the WebFOCUS graphical user interface, but need to know more about the underlying code that gets generated from your actions? Do you need to understand FOCUS/WebFOCUS reports you have inherited? With this course, you will learn the basic syntax contained in a FOCUS or WebFOCUS report request. Learn to make changes to a report that needs minor adjustments, quickly and more easily. In many instances, it might be easier to manually change the code rather than navigating through a series of menu pull-downs and window buttons. You will learn how to:
  • Understand the syntax of the FOCUS language
  • Comprehend WebFOCUS processing of requests
  • Create detailed (PRINT) and summary reports (SUM)
  • Control the order of data (BY, ACROSS)
  • Style reports (STYLE file, HEADINGS, FOOTINGS)
  • Understand Date Formats to change the way they are displayed.
  • Create compound Data Selection using WHERE clause
  • Calculate detail and summed values using DEFINE and COMPUTE
  • Display group and grand totals (Subtotal, Row-Total, Column-Total)
  • Place data from multiple files into one report (JOIN)
  • Save data in Excel, Active Report, and PDF formats
  • Add flexibility to your report request with variables (Dialogue Manager)
  • Consider relational reporting efficiencies (SQL tracing)
Online Online
Intermediate Reporting 126 Release 8.x Updated with all new examples! With a basic knowledge of FOCUS/WebFOCUS language syntax behind you, you can now expand your knowledge with more commands, functions, and techniques to create complex reports.  With this course, you will learn the syntax required to meet almost any report request in an efficient and productive manner. You will learn how to:
  • Display detailed information based on a summary value
  • Join data sources together using a temporary field
  • Merge files together without using the Join command
  • Control the order of data displayed
  • Use Date and Date-Time data types effectively
  • Work efficiently with presorted data
  • Create calculations using subtotal values
  • Create a random list
  • Rank and group data
  • Generate summary information
  • Sort aggregated data
  • Use complex screening techniques
  • Create multi-column reports
  • Create row-oriented reports instead of traditional column-oriented reports
  • Work with missing data
Online
Advanced Reporting 210 Release 8.x How can you create a report that requires extensive calculations independent of the data source? Is there a way to specify filters that can be utilized by multiple procedures? With this course, you’ll learn how to write reports that you never thought possible. You’ll also learn about methodologies to ensure the accuracy of your reports. You will learn how to: ■ Call procedures residing in other applications ■ Employ subroutines and functions that simplify complex reporting needs ■ Selectively turn on filters that can be applied to multiple reports ■ Create and use a dummy file to maximize reporting efficiency ■ Use testing methodologies to reduce development time ■ Eliminate blank fields from row-oriented reports ■ Perform calculations with missing values ■ Display reports in a standardized output format ■ Combine multiple reports into one output format ■ Calculate the median and standard deviation Online
MATCH FILE Reporting Concepts 213 How can you report from more than one file and get the results you want, effectively? When joining files does not produce the results you desire, MATCH FILE will allow you to combine data from multiple files in a multitude of ways. You will learn how to:
  • Recognize when JOIN will not produce the desired results
  • Build the MATCH FILE syntax utilizing different verbs and sort requirements, while understanding the differences in final report output
  • Understand the advantages and disadvantages of JOIN vs. MATCH
  • Effectively utilize MATCH FILE concepts to achieve desired results with minimum system impact
ReportCaster Scheduling and Distribution 30581 Release 8.x How can you automate the scheduling, distribution and storage of information to multiple groups of users? ReportCaster, the WebFOCUS report delivery engine, allows you to schedule WebFOCUS reports, any file (including legacy reports or third-party files), or the contents of a URL, and send the output in a variety of formats via FTP, printer, email, fax, mobile device or to the optional Report Library. You will learn how to:
  • Understand ReportCaster architecture
  • Use ReportCaster to send reports, files of all types and URLs to email addresses, FTP locations, printers, mobile devices, fax machines, Managed Reporting and the Report Library
  • Create distribution lists and files
  • Use the Report Library feature to accelerate information storage and retrieval
  • Create a Library Watch List
  • Share a schedule
  • Prioritize reports for execution
  • Use intelligent bursting to deliver Burst Reports, including the ability to deliver different versions of the same report to many users
  • Create an Alert that will cause a report to be distributed when a specific business condition occurs
  • Use the ReportCaster Console and the ReportCaster Explorer
  • Interpret the log file
  • Use the configuration tool to change configuration settings, change the polling interval for the Distribution Server and define access to multiple WebFOCUS Reporting Servers
Online
InfoAssist Basic 321 Customers who migrate from WebFOCUS release 7.x to release 8.x will no longer have access to the Report Assistant tool, the Graph Assistant tool, or the Advanced Graph Assistant tool. Those tools have been replaced with InfoAssist.  For migrating customers, InfoAssist Basic -- a subset of the fully-functional InfoAssist -- will be made available at no charge.  This course will get you up to speed on the new tool at your own pace and is available only on the iPad through the IB University app, or via an eGuide (HTML) through the Information Builders Education website. You will learn how to:
  • Create simple reports using the InfoAssist Basic interface
  • Filter data for reports using both predefined filters and creating your own filters
  • Create both numeric and alphanumeric virtual fields
  • Apply numeric operations such as ranking, subtotaling, and averaging
  • Apply user interactivity to reports such as drill down and parameterized selection
  • Combine multiple data sources into a single logical structure
  • Create output in popular formats such as Excel and PDF
  • Produce a simple bar chart
This course is available as an eGuide. Please login to MyTraining/eGuide to access this free training.  
Metadata Essentials Using Dev Studio 34081 Release 8.x When your application accesses a data source, it needs to know how to interpret the data used in the application. With this course, you’ll learn how to create, manage, and enhance a data source description (Master File), a key component in a WebFOCUS application. You will learn how to:
  • Generate a Synonym for an existing relational data source
  • Create a Master File using the Synonym Editor in Developer Studio
  • Explore the required and optional attributes for a field
  • Edit a Master File using the Text Editor in Developer Studio
  • Add a virtual field to a segment
  • Use Filters
  • Interpret the Master File for a HOLD file
  • Create a cross reference to another file
  • Create a Business View from an existing data source description
  • Adapt for International reporting
Charting Essentials 346 Release 8.x Graphic representation of data is critical for presenting today’s business information.  InfoAssist enables you to easily create different types of simple and complex charts.  This course will prepare developers and business users to choose the right chart for an effective presentation, create it, and enhance it appropriately for the best information.  Not only will you learn navigation of the tool, you will create an abundance of different chart types and learn how they might fit for your application content.   You will learn how to:
  • Follow a recommended process for creating a chart
  • Navigate through the InfoAssist interface and options for charting
  • Explore the different types of charts that are available for development using InfoAssist
  • Customize your charts with built-in features
  • Examine popular techniques for enhancing your charts
  • Effectively create drill-down style content
  • Create content that utilizes the latest HTML 5 web standard
Online
Report Painter (Part 1) 35181 Release 8.x What does it take to create all the reports you need for your WebFOCUS application? For this course, you will learn how to use an integrated development environment optimized for building and testing Web reporting applications. You will use WebFOCUS to produce reports and graphs destined for deployment as a Web application. You will learn how to:
  • Navigate and understand the different components of WebFOCUS Developer Studio
  • Create reports using the Report Painter tool:
    • Add structure to reports through sorting and display techniques
    • Format your report headers, footers, and column headings
    • Employ efficient data selection techniques
    • Create sophisticated virtual columns
    • Join multiple tables as needed
    • Limit report contents with static or parameterized selection criteria
    • Highlight data with conditional styling
    • Establish drill-downs between summary and detail reports
    • Display report output in Excel or PDF format
    Also available as self-paced training [wpsc_products product_id='21']
Report Painter Self Study - Part 1 35181S Release 8.x Need to learn how to create the reports for your WebFOCUS application? Are you too busy for formal classroom training or an ILO session? Do you like to manage your own time? This self-paced training introduces you to Developer Studio, an integrated development environment optimized for building and testing web reporting applications. This self-study course gets you started with the essential skills for building reports, and provides a solid foundation for advanced training later on. Following your in-session course guide and working in your personal virtual environment, that is available for 20 hours over 28 days, you will work through many hands-on exercises to produce reports and graphs destined for deployment as a WebFOCUS application.  A PDF copy of the course manual is included for your reference. You will learn how to:
  • Navigate and understand the different components of WebFOCUS Developer Studio
  • Create reports using the Report Painter tool:
  • Add structure to reports through sorting and display techniques
  • Format your report headers, footers, and column headings
  • Employ efficient data selection techniques
  • Create sophisticated virtual columns
  • Join multiple tables as needed
  • Limit report contents with static or parameterized selection criteria
  • Highlight data with conditional styling
  • Establish drill-downs between summary and detail reports
  • Display report output in Excel or PDF format
Report Painter (Part 2) 35481 Release 8.x How can you produce highly complex reports, and run them more efficiently in your business environment? With this course, you’ll learn techniques to think critically about a business reporting need and translate it to a very productive WebFOCUS request. You will also be able to look at existing reports and eliminate needless processes. You will learn how to:
  • Decide what tools to use
  • Manage report output through Hold files
  • Control the destination of an extract file
  • Control the order of data displayed
  • Rank and group data automatically
  • Sort aggregated data
  • Use complex screening techniques
  • Calculate using subtotal values
  • Generate summary information
  • Add flexibility to your report request
  • Call a procedure from another procedure
  • Work efficiently with reports on presorted data
  • Select efficient join techniques
  • Merge data using the Match Wizard
  • Add visual impact to reports
  • Highlight data with conditional styling
  • Visually display complex data
Creating User Interfaces with HTML Composer 35681 Release 8.x How can you make your WebFOCUS reports and graphs available in a web application? This course will show you how to build a cohesive, efficient, professional user interface for your reporting application. Using Developer Studio’s HTML Composer tool, you will build a web application and discuss how it can be deployed in several different environments. You will learn how to:
  • Graphically build a user interface for your Web application using components such as tabs, images, reports, graphs, frames, lines, text and others
  • Incorporate WebFOCUS parameterized procedures and form controls, including list boxes, drop-down lists, calendars, sliders, radio buttons and check boxes
  • Create Active pages where components interact with each other and their controls to efficiently analyze business situations
  • Create Guided Reports and Forms
  • Fully test your application and all its components
  • Discuss different deployment scenarios and their considerations
Security Administration 36181 Release 8.2.x How can you give users access to the information they require while protecting sensitive or confidential data? Build an effective security policy. The database-driven security infrastructure in WebFOCUS 8 allows administrators within your organization to develop and implement very granular security requirements for your WebFOCUS applications. You will learn how to:
  • Create content infrastructures
  • Create and manage users, groups, roles and privileges
  • Establish rules for access to different content resources
  • Understand Resource Templates and how to use them
  • Tailor the security model to meet specific requirements
  • Establish and understand security for a WebFOCUS BI Portal
  • Interpret effective policy for each resource
  • Understand concepts such as sharing, ownership, and publishing
  • Manage private vs. publish content
  • Use utilities to troubleshoot and manage the security model
  • Access and interpret audit logs
  • Create customized templates
Online Online Online Online
Building a BI Portal 363 Release 8.x How can you quickly and easily create a customized interface for WebFOCUS Managed Reporting content? How do you secure it and limit access to specific content? How can you create global filtering ability for an entire portal page of content? How can you create a professional looking portal using styling elements? This course will answer all these questions and teach you how to create a comprehensive, modern portal for groups and users in your organization. You will learn how to:
  • Navigate and understand the different components of the BI Portal interface and the Portal Designer.
  • Create a simple multi-tabbed portal.
  • Add content to an existing portal created using an Enterprise template.
  • Create a new portal completely from scratch.
  • Use the Portal Designer properties.
  • Use the Developer Studio Composer tool to create filtering for a portal page.
  •  Secure a single portal using the WebFOCUS security model.
  •  Secure a multi-page portal using the WebFOCUS security model.
  •  Style the portal and its components.
Building a Business Intelligence Portal 36381 Release: 8.1.04 How can you quickly and easily create a customized interface for WebFOCUS Managed Reporting content? How do you secure it and limit access to specific content? How can you create a professional looking portal using styling elements? How can you create a responsive portal for mobile devices? This course will answer all these questions and teach you how to create a comprehensive, modern portal for groups and users in your organization. You will learn how to:
  • Navigate and understand the different components of the BI Portal interface and the Portal Designer.
  • Customize the look and feel of the portal user interface.
  • Create a complete comprehensive multi-page portal.
  • Use the Portal Designer properties.
  •  Secure the portal using the WebFOCUS security model.
  •  Limit access to specific pages using the WebFOCUS security model.
  • Create a responsive portal that dynamically resizes to various screen sizes and orientations.
Online Online Online
InfoAssist Essentials – Part 1 365 Release 8.1.x This introductory course prepares business users for using InfoAssist, a browser-based tool for query and analysis, report, chart, and dashboard design. Students will learn how to navigate the tool and explore the types of reports available for application content. They will also learn how to create content that uses basic data selection, virtual fields, drill-down features, and variables. Learning how to create content using reporting object templates and directly from metadata is also featured. You will learn how to:
  • Navigate the InfoAssist Application Window interface and explore its options
  • Explore the different types of reports that are available for development using InfoAssist
  • Create your own private content
  • Create content that utilizes basic data selection techniques
  • Utilize virtual fields in the reporting content you create
  • Enable interactive content with variables
  • Link report columns to other resources with drill-down techniques
  • Work with Reporting Objects and metadata as starting points for reporting
InfoAssist Essentials – Part 2 366 Release 8.1.x Expand your knowledge beyond what you have learned in the InfoAssist Essentials – Part 1 course. Explore additional concepts and techniques for creating insightful application content through advanced filtering, constructing effective virtual columns, and producing sophisticated report layouts. You will learn how to:
  • Employ advanced filtering techniques
  • Control complex expressions for virtual columns
  • Format numeric-oriented reports easily with cumulative totals, section headings and totals
  • Convey trends clearly with charts
  • Enhance content by accessing multiple data sources
  • Consolidate content with multi-page documents and active dashboards
  • Produce reports in different output types including, but not limited to, PDF, Excel, Accordion, and Table of Contents
 
InfoAssist Essentials – Part 3 367 Release 8.x The third course in the InfoAssist Essentials series is specifically directed toward application and report developers that will be actively involved with the most sophisticated content development using InfoAssist.  In addition to the more complex features and techniques, participants will also learn and explore functionality that will round out their knowledge of InfoAssist and developing effective application content.   You will learn how to:
  • Create effective Reporting Objects for use by other InfoAssist users
  • Create and use a Hold file within the InfoAssist tool
  • Develop and utilize InfoMini applications
  • Explore the details of Metadata and how elements can affect reporting
  • Explore administrative functions that will impact the InfoAssist user community
  • Maximize efficiencies in reporting against relational tables
Online Denver Online
InfoAssist Essentials – Parts 1 & 2 368 Release 8.1.x This course combines the concepts and techniques from the first two courses in the InfoAssist Essentials series into one comprehensive course. Attendees progress quickly from grasping the fundamentals of InfoAssist to acquiring critical skills for creating sophisticated application content. Part 1: Part 1 prepares business users for using InfoAssist, a browser-based tool for query and analysis, report, chart, and dashboard design. Students will learn how to navigate the tool and explore the types of reports available for application content. They will also learn how to create content that uses basic data selection, virtual fields, drill-down features, and variables. Learning how to create content using reporting object templates and directly from metadata is also featured. You will learn how to:
  • Navigate the InfoAssist Application Window interface and explore its options
  • Explore the different types of reports that are available for development using InfoAssist
  • Create your own private content
  • Create content that utilizes basic data selection techniques
  • Utilize virtual fields in the reporting content you create
  • Enable interactive content with variables
  • Link report columns to other resources with drill-down techniques
  • Work with Reporting Objects and metadata as starting points for reporting
Part 2: The second part of the course expands your knowledge beyond what you have learned in Part 1 of the course. You will explore additional concepts and techniques for creating insightful application content through advanced filtering, constructing effective virtual columns, and producing sophisticated report layouts. You will learn how to:
  • Employ advanced filtering techniques
  • Control complex expressions for virtual columns
  • Format numeric-oriented reports easily with cumulative totals, section headings and totals
  • Convey trends clearly with charts
  • Enhance content by accessing multiple data sources
  • Consolidate content with multi-page documents and active dashboards
  • Produce reports in different output types including, but not limited to, PDF, Excel, Accordion, and Table of Contents
Online Denver Online Online
Application Management Essentials 37281 Release 8.x Wondering what goes on behind the scenes of a WebFOCUS application? With this course, you'll learn about the inner workings of a WebFOCUS application including processing sequence, the WebFOCUS Client, and the WebFOCUS Reporting Server. You will learn how to:
  • Use the Workspace Manager’s Web Console and the WebFOCUS Client Console
  • Configure an Adapter
  • Add a Reporting Server
  • Connect to remote servers and configure deferred receipt with an alternate server
  • Use the various configuration files, and the variables within them, to modify the functionality of your applications
  • Work with the Application Namespace (APP commands) facility
  • Create synonyms from a relational database
  • How an application uses metadata (Master and Access Files)
  • Enhance the Master File Descriptions for your data
  • Debug with TRACE
WebFOCUS Resource Analyzer Basics 378 This one-day workshop will teach you how to use WebFOCUS Resource Analyzer to monitor data usage activity by collecting attributes of requests and storing them in a set of Usage Monitoring Databases. You will learn how to report on and analyze end-user request traffic, such as which procedures are run most often/least often, which databases and columns are used most, and how are columns accessed (e.g., sorted, selected, aggregated).
Performance Management Framework Workshop 38081 Release 8.x This two-day workshop will teach you how to build and implement a corporate scorecard with WebFOCUS Performance Management Framework (PMF). Using a role-based approach, you will become familiar with PMF terminology and scorecard analysis, including perspectives, objectives, measures, metrics, and dimensions. You will also learn to use the Web 2.0 collaborative features in PMF, including adding feedback and creating alerts and tasks. You will learn how to:
  • Implement strategic accountability using projects and processes
  • Understand and administer roles in PMF
  • Create objectives and ad hoc measures
  • Add weights to objectives across strategies
  • Create, load, and schedule measures
  • Use strategy maps to link objectives
  • Add operational reports
  • Work with gadgets
Getting Started with InfoDiscovery 385 Stand-alone Version 8.1.04 WebFOCUS InfoDiscovery is a web-based self-service data discovery tool that empowers users to gain deeper insight from all kinds of data. This course provides a hands-on introduction to the capabilities and functionality of InfoDiscovery, from data connectivity to visualization and storyboarding. During this course, you will assume different roles for a fictional company and create a variety of data visualizations to identify several business anomalies and possible opportunities.
  • Adopt the Explore and Discovery Process to provide insight from your data.
  • Access, prepare, upload and analyze personal data, such as a spreadsheet.
  • Use the interactive data discovery tools to discover trends, answer questions and uncover opportunities hidden in your data.
  • Connect to an existing data source, and create metadata prior to analyzing enterprise data.
  • Explore join and blend for combining tables.
  • Perform common administrative tasks, such as creating new domains, users and adding users to a group.
Prerequisites Review of the InfoDiscovery documentation and resources available at http://documentation.informationbuilders.com/idis/welcome.html . The students should be familiar with the main points covered in the InfoDiscovery Fact Sheet http://www.informationbuilders.com/pdf/factsheets/fs_webfocus_infodiscovery_wf_2014.pdf. The students should have briefly accessed the InfoDiscovery Content Library to become aware of the online help available to them http://documentation.informationbuilders.com/idis-content-library/content.html. This course is offered as public Instructor Led Online (ILO) training with regularly scheduled sessions. To schedule a private ILO session, please contact your local Information Builders Education Account Executive.
Online
Self-service Analytics with InfoAssist+ Basic Techniques 390 This course will show you how to use Information Builders’ InfoAssist+, an enterprise-grade analytics tool connected to the WebFOCUS BI and analytics platform, for governed self-service reporting, analysis, and data discovery. It will also introduce you to the WebFOCUS BI infrastructure and background information necessary to use InfoAssist+ effectively. You will learn how to: • Report from simple and dimension-enabled metadata • Create static and interactive tabular reports • Display detailed and aggregate information from one or more data sources • Declare your own virtual fields, based on alphanumeric, numeric, and date formats • Control which data rows are to be included in a variety of output display formats • Build charts and maps from a wide selection of available templates • Use InfoAssist+ built-in features to easily create data discovery type of displays • Combine multiple tabular reports and charts into one document Online Online Online
Reporting Concepts for Relational Databases 402 Release 7.x How can you optimize reporting from your Relational Database Management Systems (RDBMS), while maintaining the accuracy and integrity of the reports? This course enables you to analyze your reporting results from the RDBMS, determine where any potential performance gains can be found, and make any necessary adjustments to speed the process from raw data to finished report. You will learn how to:
  • Describe the process of adapter optimization
  • Recognize potential report inefficiencies
  • Analyze database metadata and know what attributes affect reporting efficiency
  • Explore syntax that relates to the RDBMS
  • Determine where optimization commands can be best utilized
  • Enable RDBMS optimization for all reports
  • Write efficient code with hands-on techniques that work with your RDBMS
  • Save time in your report request processing
  • Improve reporting system performance from your RDBMS
Reporting Techniques for Relational Databases 40281 Release 8.x How can you optimize reporting from your Relational Database Management Systems (RDBMS), while maintaining the accuracy and integrity of the reports? This course enables you to analyze your reporting results from the RDBMS, determine where any potential performance gains can be found, and make any necessary adjustments to speed the process from raw data to finished report. You will learn how to:
  • Describe the process of adapter optimization
  • Recognize potential report inefficiencies
  • Analyze database metadata and know what attributes affect reporting efficiency
  • Explore syntax that relates to the RDBMS
  • Determine where optimization commands can be best utilized
  • Enable RDBMS optimization for all reports
  • Write efficient code with hands-on techniques that work with your RDBMS
  • Save time in your report request processing
  • Improve reporting system performance from your RDBMS
WebFOCUS Business User Edition Essentials 405 Release 8.2 The class will guide WebFOCUS users through the full process of creating visual and analytical content, from setting up a new environment, creating users, groups, preparing metadata, and creating reports, charts, visualizations to developing personal portal pages. You will learn how to:
  • Create new domains for content
  • Add and assign new users to roles
  • Connect to data sources
  • Create new synonyms and modify with the synonym editor
  • Upload a data set and create new auto-generated content
  • Create visual and tabular charts and reports for data analysis
  • Create a customized personal portal page for organizing content
 
WebFOCUS Bootcamp 500AS Release 8.x The WebFOCUS Bootcamp course provides you with an introductory hands-on training experience of building and deploying a complete WebFOCUS 8 application with portals. During this course, you assume different roles as you learn the features and capabilities of WebFOCUS 8 components. You act as the WebFOCUS 8 development team for a fictional company, and develop their application and BI portal pages according to the business requirements and BI needs of the company’s management team. WebFOCUS Bootcamp is a combination of instructor lecture, demonstration, instructor-led walkthroughs, and hands-on exercises. The curriculum spans 4-1/2 days, with the last half day dedicated for extra practice, exploration, and Q&A with the instructor. At the beginning of this course, you are introduced to the business scenario and review a completed WebFOCUS reporting application. This will be your model set of reports, objects, and BI portal pages. In each lesson of the course, you will be sequentially building your own set of reports and objects which you assemble into BI portal pages.. You will learn how to:
  • Create a WebFOCUS environment and connect to data sources
  • Extract, translate and load source data into WebFOCUS
  • Create WebFOCUS procedures, reports, charts and graphs
  • Use various data management and reporting techniques to enhance reports
  • Schedule and distribute reports
  • Use self-service reporting functions to modify reporting objects
  • Create active dashboards and BI portal pages
  • Deploy the BI portal pages for web-based or mobile access
After you complete the course, you are provided with 20 hours of access to your WebFOCUS application for self-study and use back at your office. This allows you to continue practicing and reinforcing techniques learned in class.
Reporting Essentials using App Studio – Part 1 (Self Study) 501 Release 8.2.x This introductory course prepares developers for using App Studio, a Windows-based graphical user interface (GUI) development environment for creating WebFOCUS applications. This self-paced training gets you started with the most basic of report building concepts. This course gives you a firm foundation to build upon for more advanced courses in reporting and application development. Using a virtual environment that is available for 10 hours over 28 days, and in-session course materials, you will work through hands-on exercises and complete a challenge exercise to test your understanding. A PDF copy of the course manual is included for your reference. You will learn how to:
  • Navigate the App Studio interface and explore its options
  • Create different types of basic reports commonly found in applications
  • Create procedures with multiple components for customized reports
  • Employ basic filter techniques to control report output
  • Build virtual fields to customize your reporting content
  • Employ style sheets and traffic lighting for effective data visualization
  • Display report output in Excel, PDF, and Active HTML formats
Reporting Essentials using App Studio – Part 2 502 Release 8.1.x Expand your knowledge beyond what you have learned in the Reporting Essentials – Part 1 course. Using App Studio, this class will explore additional concepts and techniques for creating insightful application content through advanced filtering, constructing effective virtual columns, and producing sophisticated reports. You will learn how to:
  • Employ advanced filtering techniques
  • Control complex expressions for virtual columns
  • Simplify your calculations with prefix operators
  • Format numeric-oriented reports easily with cumulative totals, section headings and totals
  • Enhance content by accessing multiple data sources
  • Provide reporting flexibility for users with variables
  • Enable investigative analysis from summary to detail with drill-downs
  • Explore extract file techniques, such as creating HOLD files, or SQL Subqueries
 
Online Online Online New York Online
Reporting Essentials using App Studio – Part 3 503 Release 8.x As the final class in the Reporting Essentials series, you will learn the most advanced concepts and practical report techniques that you will be able to use the day you return from class. Continuing to expand your knowledge of App Studio, this class will prepare you with all the right skills to make a reporting application effective, powerful, and efficient. You will learn how to:
  • Create and use data server applications
  • Embed images into your reports
  • Build compound documents
  • Create active dashboards
  • Merge data sources together
  • Apply reporting techniques for specialized output
  • Apply advanced joining techniques
  • Apply SQL topics such as traces and passthru
  • Create Reporting Objects
Online Online Online
Metadata Essentials using App Studio – Part 1 (Self Study) 510 Release 8.1.x When your application accesses a data source, it needs to know how to interpret the data used in the application. Using App Studio, this self-paced training introduces you to WebFOCUS Metadata and gets you started with the most basic of metadata concepts. This course will give you the firm foundation to build upon for more advanced courses in metadata, reporting and application development. Using a virtual environment that is available for 10 hours over 28 days, and in-session course materials, you will work through hands-on exercises and complete challenge exercises to test your understanding. A PDF copy of the course manual is included for your reference. You will learn:
  • The role of App Studio for creating applications and its core metadata features
  • How to create metadata using the Data Source Wizard
  • How to edit and enhance metadata using the Metadata canvas
  • The basic metadata attributes and their functions
  • How to create metadata cross-references
Metadata Essentials using App Studio – Part 2 511 Release 8.1.x Expand your knowledge beyond what you have learned in the Metadata Essentials – Part 1 Self-Study course. Using App Studio, this class will explore additional metadata concepts and techniques to energize your WebFOCUS applications. Improve your application functionality and user experience by taking advantage of the powerful features and abilities available for metadata. You will learn how to:
  • Connect to a database with a data adapter
  • Control the search path for application components
  • Create virtual fields in a synonym, including a SQL sub-query
  • Create a customized view of a synonym to reflect your business logic
  • Provide flexibility in a synonym through variables
  • Handle preprocessing tasks with a master file profile
  • Add synonym filters to improve user experience for reporting
Online Online Online
Building InfoApps Using App Studio’s HTML Canvas 521 Release 8.1.x This course will show you how to build a professional user interface for your InfoApps application. Using App Studio’s HTML canvas tool, you will build a cohesive and efficient series of user interfaces for existing reports and charts that range from non-parameterized procedures to heavily parameterized self service procedures. You will learn how to:
  • Lay out content and modify their attributes
  • Create a custom template for a consistent look-and-feel
  • Have the web page reference external and embedded procedures
  • Populate controls statically and dynamically when the web page loads
  • Use HTML canvas graphical tools to show and hide objects on the web page
  • Dynamically populate calendar controls and limit their range choices
  • Add your own customizations with CSS and JavaScript
Online Los Angeles Online New York Online
Advanced Reporting Application Techniques Using App Studio 522 Release 8.1.x Expand your App Studio reporting application development skills beyond the basics.  This course will show you how to work with and maintain reporting applications to be run by a user community. It covers a wide range of topics, like controlling data source access, modularizing procedures, and caching data for faster response times. You will learn:
  • The relationship between the Client and Reporting Server through App Studio.
  • How to control the way the Reporting Server searches for metadata.
  • The scripting language, Dialogue Manager, to dynamically assemble procedures.
  • Best practices for using Date and Date-Time formatted fields.
  • The new Simplified Date and Date-Time Functions to calculate significant dates.
  • How to improve response time for webpage displays by caching data.
  • Advanced webpage techniques to:
    • Use Dialogue Manager to create webpage control choices.
    • Spawn multiple displays on a webpage with a JavaScript drill down.
    • Handle no data options for reports and charts displayed on a webpage.
  • Work visually with reports and charts while maintaining flexibility.
Online Boston Online
Developing Responsive Applications with App Studio 523 This App Studio course will show you how to build user-based solutions, concentrating on layout, design, and responsive behavior. In this course, you will use App Studio’s HTML Canvas to build context-aware html components that can be viewed on devices of varying screen sizes. In this course, you will discuss design considerations for responsive web applications.   You will learn how to:
  • Create responsive html documents using App Studio’s responsive design templates
  • Create responsive html document dashboards using App Studio’s report component
  • Convert existing static html document dashboards into responsive html document dashboards
  • Leverage external script libraries in App Studio to create responsive contents
  • Add responsive html documents to the WebFOCUS Portal
Online Philadelphia Online
WebFOCUS Advanced Security 761 Release 8.1.04 You will learn how to:
  • Define Reporting Server Authentication and Authorization
    • -- Security providers
    • -- Access control
    • -- User roles
  • Define WebFOCUS Client and Reporting Server Profiles
  • Integrate External Authentication/Authorization with WebFOCUS Client and Reporting Server
    • -- Integrating external LDAP
  • Define Pre-Authentication with SSO (basic)
    • -- IWA, SAML
  • DBA Security
  • Use Encryption
  • Consider security with ReportCaster
Online Online Online Cincinnati Online
Server Administration 96181 Release 8.2.x This Server Administration course will show you how to take to administer a server on a daily basis. You’ll learn how to configure an adapter server, techniques for balancing performance and resource utilization using the Server Console, debugging tips and tools that make diagnosing problems a snap, and how to control your server environment on a daily basis to take advantage of the power of the adapter server. You will learn about different security models to protect and manage privileges based on the user role car the Server Console can be accessed even by the basic user. You will learn how to: • Visually and conceptually understand the iWay server architecture • Configure an adapter server • Manage adapter server operations on a daily basis • Configure a data source and set up metadata for an adapter server • Create user and service profiles • Troubleshoot and solve problems • Tune your adapter server for efficient performance • Securing reporting server web console and managing privileges • Add and configure a remote server Online Online Online New York Online
iWay Service Manager Essentials (Self Study) 971S Release 7.x The iWay Service Manager Essentials Self-Study is designed as an introductory course to teach the student iWay Server concepts and to provide the knowledge and skills to build an integrated Application.  The student will learn how to begin designing systems to facilitate the transfer of information between applications and systems.  This course serves as a prerequisite for the iWay Service Manager Tooling Techniques course to further manage and monitor your deployed applications.  Following your in-session course guide and working in your personal virtual environment, available for 15 hours over 28 days, you will work through many hands-on exercises to build integration projects for deployment as an iWay Integrated application.  A PDF copy of the course manual is included for your reference. You will learn how to:
  • Describe the iWay Architecture and Components
  • Plan and Design an Integration Project
  • Build the Purchase Order Process Flow
  • Create a Channel
  • Create an iWay Integrated Application
  • Use the Iterator Object to Process Multiple Transactions
iWay Service Manager Tooling Techniques 972 Release 7.x The iWay Service Manager Tooling Techniques course provides the student tools and techniques to complete a project and migrate it into a production environment.  The training provides the skills to manage and monitor applications across iWay environments. You will learn how to:
  • Review the iSM Self-Study Course
  • Complete Your Application
  • Apply advanced error handling and CatchError processing
  • Manage and monitor your applications using iWay Sentinel
  • Apply advanced iIA and Ant scripting
  • Create a Web Service of the Customer application
  • Read multiple inputs into a single canonical
  • Build Cross Channel Services
Online Online
iWay Trading Partner Manager Essentials 974 Release 7.06 The iWay Trading Partner Manager Essentials is designed as an advanced course to teach the student how to integrate B2B partner information with iWay Service Manager.  The student will learn how to interface the iWay Trading Partner Manager Console to record partner metadata.  This course will demonstrate skills on how to use the iWay Functional Language (iFL) to issue TPM commands from within an iWay Service Manger process flow to interface information recorded in the TPM database.  This course is a 1-day instructor led training session. You will learn how to:
  • Understand Trading Partner Manager and its architecture
  • Build Metadata for partners in the Trading Partner Manager Console
  • Build a Process Flow to use iFL TPM calls to interface the TPM Database
  • Build a Channel and an Application to call the TPM Process Flow
  • Understand how the 997 Acknowledgement document is processed for partners
  • Dynamically call iSM Transforms in a Process Flow based on TPM partner metadata
DataMigrator Essentials 975 Release 7.x How can you quickly and easily build data marts, data warehouses, and operational data stores? With iWay’s DataMigrator, you can extract and stage disparate data types across multiple platforms, while applying business rules to transform and cleanse data to load data warehouses. You will learn how to:
  • Use the DataMigrator Data Management Console to build data flows
  • Perform grouping, sorting, and aggregation on input fields
  • Assign selection criteria
  • Select target database type, assign keys, transform fields, and apply business rules to selected data
  • Design process flows with the Data Management Console
  • Group numerous data flows into a single process flow
  • Schedule entire process flow or individual data flow components
  • Specify parallel processing for data flows
  • Send e-mails based on success or failure of any component
  • Apply concepts to the creation of a star schema warehouse
  • Create metadata for both source and target files
  • Use the DataMigrator Server Web Console to configure the DataMigrator environment
  • Generate reports on DataMigrator activity and review log files
Online
iWay Data Quality Essentials (Self-Study) 980S Release 10.x The iWay Data Quality Essentials Self-Study is designed as an introductory course to teach the student iWay Data Quality concepts and to provide the knowledge and skills to build Cleansing and Standardization Plans. The student will learn how to begin designing DQS Plans to facilitate the profiling and cleansing of information between applications and systems. This course serves as a prerequisite for the iWay Data Quality Golden Record and Advanced Techniques course to further unifying (match and merge) cleansed data. Following your in-session course guide and working in your personal virtual environment, available for 15 hours over 28 days, you will work through many hands-on exercises to build Data Quality plans to profile, clean, and standardize your application data. A PDF copy of the course manual is included for your reference. You will learn how to:
  • Define Data Quality and identify use cases
  • Build a Data Quality Profiling Plan
  • Cleanse Customer Name records
  • Cleanse Customer Address records
  • Cleanse Customer Phone records
  • Combine the Customer Name, Address, and Phone records into a single dataset
  • Create records for Match and Remediation  tickets
iWay DQS Golden Record and Advanced Techniques 981 Release 10.x The iWay Data Quality Server Golden Record and Advanced Techniques is designed as an advanced course to teach the student iWay Data Quality Match and Merge concepts and to provide the knowledge and skills to Standardizing Addresses  using Loqate, Online Services and Integration with iWay Service Manager.  The student will learn how to design DQS Plans to facilitate the matching and merging of information between applications and systems.  This course will demonstrate skills on how to use Matching Measures and Matching Rules to zero in on matched records more precisely.  The student will learn how to pass transactions from an iWay Service Manager Application to a called DQS plan to cleanse data before moving the transaction on to the next phase of processing. This course is a 2-day instructor led training session.   You will learn how to:
  • Review the One Day DQS Self Study Course
  • Understanding DQS Online Services
  • Introduction to Extended Unification (Match)
  • Build the Extended Unification Plan using SimpleKey and Union Strategies
  • Build the Union Strategy using Matching Rules and Measures
  • Understanding the Merge (Representative Creator) Step
  • DQS Repository Setup
  • Understanding How to Use Loqate to Validate Addresses
New York Online Online
WebFOCUS Enterprise eLearning Package WELP The WebFOCUS eLearning Package is an easy and cost effective way to quickly teach application developers who are new to the WebFOCUS business intelligence (BI) platform the basic skills necessary to plan, create, and deploy simple Web-based reporting applications. A self-paced training suite, it can be completed in as little as eight hours depending on how quickly a user feels comfortable with the material. The WebFOCUS eLearning Package not only lays the groundwork for working with WebFOCUS, but also gives developers an understanding of its robust reporting and application development capabilities. This accelerated course of study is an introductory overview of WebFOCUS. For in-depth training or certification on any of the topics covered in the eLearning Package, developers should complete a full course of study through Information Builders Education. The benefits of the WebFOCUS eLearning Package includes:
  • Unlimited, anytime access for developers enterprise-wide
  • Lessons that are available in easy to consume modules
  • An intuitive, graphically rich eLearning interface
  • Knowledge that is shared uniformly across an organization
  • Training that is scalable and cost effective with little to no distribution costs
A Foundation in Necessary Skills The eLearning Package covers several key areas of knowledge for working with WebFOCUS Developer Studio, then environment for building reporting applications.  It also contains the complete Building Reports with WebFOCUS Report Painter (course 351) with is key to getting started with WebFOCUS Developer Studio. Upon completion of the eLearning Package developers will have covered:
  • Introduction to Developer Studio
  • Setting up your environment
  • Standard report types and output options
  • Creating launch pages
  • An additional features overview that includes:
    • InfoAssist, Active Reports & Quick Data
Building Reports with WebFOCUS Report Painter teaches how to:
  • Create reports using the Report Painter tool:
  • Add structure to reports through sorting and display techniques
  • Employ efficient data-selection techniques
  • Join multiple tables as needed
  • Display report output in Excel or PDF format



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