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Self-service Analytics with InfoAssist+ Basic Techniques

November 28th, 2017  |  1 day  |   Online   EST   |  Closed

Course Number:  390

Release 8.2.x

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

InfoAssist Essentials – Parts 1 & 2

November 29th, 2017  |  2 days  |   Online   EST   |  Enrollment Closed

Course Number:  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

Reporting Essentials using App Studio – Part 2

December 4th, 2017  |  2 days  |   Online   EST   |  Closed

Course Number:  502

Release 8.2.01M

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


Self-Service Analytics with InfoAssist+ Advanced Techniques

December 5th, 2017  |  2 days  |   Online   EST   |  Enrollment Closed

Course Number:  391

Release 8.2.x

This course goes beyond the basics to show you how to use Information Builders’ InfoAssist+ for governed self-service reporting, analysis, and data discovery. Besides point-and-click methodologies, it also covers techniques and best practices to gain more insights about your data.

You will learn how to:

  • Use Boolean logic and filter for aggregated data values
  • Specify parameters for dynamic filters, measures, and dimensions
  • Automatically link procedures to display additional related information
  • Set up customized links to procedures that dig deeper into your data
  • Build free-form reports
  • Retrieve unmatched data
  • Cache data for further processing
  • Rank values with an “all others” category
  • Customize charts and animate them over a given time span
  • Create an active display where multiple charts are interconnected
  • Generate reporting and charting templates

Building InfoApps Using App Studio

December 6th, 2017  |  2 days  |   Online   EST   |  Enrollment Closed

Course Number:  521

Release 8.2.01m

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

Building a Business Intelligence Portal

December 8th, 2017  |  1 day  |   Online   EST   |  Enroll

Course Number:  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.

Server Administration

December 11th, 2017  |  2 days  |   Online   EST   |  Enroll

Course Number:  96182

Release 8.2.01

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

Extending WebFOCUS with the Core Language V8.2

December 12th, 2017  |  2 days  |   Online   EST   |  Enroll

Course Number:  105

Release: 8.2.01

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)

iWay DataMigrator Essentials Advanced Techniques

December 13th, 2017  |  2 days  |   Online   PST   |  Enroll

Course Number:  976

Release 7.7.07

The iWay DataMigrator Advanced Techniques course is designed as an advanced course to teach the student iWay DataMigrator advanced concepts, and to provide the knowledge and skills to build complex applications to Extract, Transform, and Load data targets. The student will learn how to take existing data and process flows and push them into production, build a star schema data warehouse, build complex load routines, and load the data into a target using Change Data Capture techniques.

The iWay DataMigrator Self-Study course serves as a prerequisite for the iWay DataMigrator Advanced  Techniques course to further manage and monitor your deployed applications.  The iWay DataMigrator Advanced Techniques course is an instructor led two-day curriculum.  A PDF copy of the course manual is included for your reference.

You will learn how to:

  • Push an application into production
  • Understand and build a star schema data warehouse
  • Use the various Data Load Operating Modes
  • Build complex load routines – advanced techniques
  • Create a data flow using a File Listener
  • Consume a REST Service
  • Utilize Change Data Capture
  • Debug a data/process flow

Security Administration

December 13th, 2017  |  1 day  |   Online   EST   |  Enroll

Course Number:  36182

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

Reporting Essentials using App Studio – Part 3

December 14th, 2017  |  2 days  |   Online   EST   |  Enroll

Course Number:  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

WebFOCUS Advanced Security

December 14th, 2017  |  2 days  |   Online   EST   |  Enroll

Course Number:  761

Release 8.2.01M

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
  • Access Control Template
    • Create template

  • Define Pre-Authentication with SSO (basic)
    • Security zones, IWA, SAML, trusted Ticket
  • Data Source Security with DBA
  • Use Encryption

iWay DQS Golden Record and Advanced Techniques

December 19th, 2017  |  2 days  |   Online   EST   |  Enroll

Course Number:  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

Metadata Essentials using App Studio – Part 2

December 21st, 2017  |  1 day  |   Online   EST   |  Enroll

Course Number:  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

InfoAssist Essentials – Part 3

January 8th, 2018  |  1 day  |   Online   EST   |  Enroll

Course Number:  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

Master Data Management with Omni-Gen

January 23rd, 2018  |  2 days  |   Atlanta   EST   |  Enroll

Course Number:  800

Release 3

Master Data Management with Omni-Gen is a two-day instructor-led course taking the student through all phases of Master Data Management with detailed emphasis on the core steps of Master Data Management using Omni Designer, i.e. modeling, cleansing, matching, merging, and remediating source data to produce master records.

The foundational concepts, roles and processing steps of Master Data Management & Governance are introduced, and the iWay products (Omni Designer, Data Quality Server & Omni Governance Console) are mapped to functions.

The hands-on sessions begin with the student taking a source data from independent data sources, conducting inspection through profiling, developing the master model, populating the model, mastering the data using cleansing, matching, merging services and defining remediation.  Basic methods are discussed along with best practices, common pitfalls and alternative approaches.

The workshop finishes with the integration of the data model with Omni Governance Console for review and remediation.  This provides an initial understanding of the Master Data Management & Governance system using Omni-Gen Master Data Management Edition.

In this workshop the student will learn how to:

  • Develop a logical data model using Omni Designer for both instance and master data;
  • Instantiate and load the physical data model using the Omni Designer generated Omni-Gen Server;
  • Implement cleansing, matching, merging, and remediation plans within Omni Designer and generate Data Quality Server components;
  • Customize cleansing, matching, merging, and remediation components within Data Quality Server;
  • Add scoring and remediation logic to the appropriate components for later remediation of instance data;
  • Reload instance data employing the now customized DQS components and create cleansed and matched instance data along with merged golden records and data for remediation.
  • Employ Omni Governance Console to review (360 Viewer) and remediate (Remediation) instance and master data.

iWay Service Manager Tooling Techniques

January 31st, 2018  |  2 days  |   New York   EST   |  Enroll

Course Number:  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

Developing Responsive Applications with App Studio

February 2nd, 2018  |  1 day  |   Los Angeles   EST   |  Enroll

Course Number:  523

Release: 8.2.01

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

Getting Started with InfoDiscovery

February 5th, 2018  |  1 day  |   Online   EST   |  Enroll

Course Number:  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.

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.

Master Data Governance with Omni-Gen

February 6th, 2018  |  2 days  |   Atlanta   EST   |  Enroll

Course Number:  810

Release 3

The Master Data Governance with Omni-Gen Class is a complete introduction to the use of the Omni Governance Console (OGC) as a framework for data analysis of Omni-Gen master and instance records, and the management and execution of the Data Governance remediation process.

Using hands-on sessions, the student performs the administrative, analysis and remediation tasks required of data stewards.  Data is remediated through direct correction and submission; also instance records are manually merged or split.

In this class the student will:

  • Understand the general architecture and components of Master Data Management & Governance using Omni-Gen;
  • Review the functionality and operation of the Omni Governance in order to effect remediation of Omni-Gen master and instance data;
  • Configure OGC roles and users using the Administration console;
  • Review and define views for the instance and master data;
  • Use the 360 Viewer application to review instance and master data, and identify remediation issues and tickets;
  • Use Remediation to correct and resubmit instances for regrouping and modification.

Charting Essentials

February 6th, 2018  |  1 day  |   Online   EST   |  Enroll

Course Number:  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

Advanced Reporting Application Techniques Using App Studio

February 14th, 2018  |  2 days  |   Online   EST   |  Enroll

Course Number:  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.