Training Course Catalog

A software solution only benefits your organization when your employees know how to use it. Have you just purchased an Infogix solution? Or, are you a long-time user of Infogix solutions with a need to get your newest employees up to speed? Infogix offers a variety of training options for all of our products, and for every caliber of user. Our training solutions can be offered live, at your site, or online through our flexible scheduling and pricing options.

We currently offer the following Infogix software training courses.

  1. ACR/Detail® Basic Training
  2. ACR/Detail® Intermediate Training
  3. ACR/Detail® Advanced Training
  4. ACR/Summary® Basic Training
  5. ACR/Summary® Intermediate Training
  6. Infogix Assure® Basic Training
  7. Infogix Assure® Intermediate Training
  8. Infogix Assure® Advanced Training
  9. Infogix ER Enterprise Reconciliation® Basic Training
  10. Infogix Insight Administration® Basic Training
  11. Infogix Perceive Data Management® Basic Training
  12. Infogix Perceive Studio® Intermediate Training

 

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1. ACR/Detail Basic Training

This course introduces you to the basic features and functionality of ACR/Detail and allows you to gain ACR/Detail proficiency in a controlled and supportive environment.

Who Should Attend

Anyone interested in learning the fundamental concepts associated with ACR/ Detail controls and personnel who will ultimately be involved in the ACR/Detail implementation.

Course Prerequisites

  • Familiarity with your organization’s inputs, business processes, and work flow
  • Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF

Course Objectives

Upon completion of this course, the participant should be able to:

  • Follow the correct steps to code and test basic ACR/Detail controls
  • Analyze a sample business process for ACR/Detail applicability
  • Set up basic job information for ACR/Detail controls
  • Set up input sources for ACR/Detail controls
  • Create and test file definitions for ACR/Detail controls
  • Set up rules and messages for ACR/Detail controls
  • Run reconciliation balancing for ACR/Detail controls
  • Balance data against the history database to produce an ACR/Detail Report

Course Length

On-site: 1.5 days
WebEx: 4 two-hour sessions

Platforms

This course is available for PC or MVS.

Format

This course is available for on-site or WebEx instruction.

 


2. ACR/Detail Intermediate Training

This course continues to build on the features and functionality of ACR/Detail and allows you to gain ACR/Detail proficiency in a controlled and supportive environment.

Who Should Attend

Anyone interested in learning the fundamental concepts associated with ACR/Detail controls and personnel who will ultimately be involved in the ACR/Detail implementation.

Course Prerequisites

  • Completion of the ACR/Detail Basic Training course
  • Familiarity with your organization’s inputs, business processes, and work flow
  • Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF

Course Objectives

Upon completion of this course, the participant should be able to:

  • Follow the correct steps to code and test ACR/Detail controls
  • Implement different levels of accumulation
  • Reconcile an ACR/Detail control using two input sources
  • Reconcile an ACR/Detail control using reformats and translation tables
  • Code an ACR/Detail control using advanced selection criteria

Course Length

On-site: 1.5 days
WebEx: 4 two-hour sessions

Platforms

This course is available for PC or MVS.

Format

This course is available for on-site or WebEx instruction.

 


3. ACR/Detail Advanced Training

This course expands your product knowledge to bring you to the level of “expert.” It addresses the following advanced product features through real-life examples and hands-on labs:

  • Extraction variables
  • External translation tables
  • Multi-level reconciliation
  • Suspense processing

Who Should Attend

You can attend this course if you have completed the ACR/Detail Core Program (formerly the Standard Features Workshop), and have experience coding jobs in ACR/Detail.

Course Prerequisites

  • Completion of the ACR/Detail Basic and Intermediate Training courses
  • Familiarity with your organization’s inputs, business processes, and work flow
  • Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF

Course Objectives

Upon completion of this course, the participant should be able to:

  • Set up extraction variables and describe how they will be used.
  • Code an ACR/Detail control using those extraction variables. Set up external translation tables and describe how they will be used.
  • Reconcile an ACR/Detail control using the external translation tables
  • Describe the purpose of multi-level reconciliation and how it is used in ACR/Detail
  • Reconcile an ACR/Detail control using suspense processing

Course Length

On-site: 2.5 days
WebEx: 4 two-hour sessions

Platforms

This course is available for PC or MVS.

Format

This course is available for on-site or WebEx instruction.

 


4. ACR/Summary Basic Training

This course introduces you to the basic features and functionality of ACR/Summary and allows you to gain product proficiency in a controlled and supportive environment. In this course, you can learn the following skills:

  • Extract and balance data to ensure the integrity of your input sources
  • Use historical data as input for balancing
  • Include multiple runs of data in one job
  • Manage databases and files with built-in utilities

Who Should Attend

Anyone interested in learning the fundamental concepts associated with ACR/Summary controls and personnel who will ultimately be involved in the ACR/Summary implementation.

Course Prerequisites

  • Familiarity with your organization’s inputs, business processes, and work flow
  • Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF

Course Objectives

Upon completion of this course, participants should be able to:

  • Follow the correct steps to code and test basic ACR/Summary controls
  • Analyze a sample business process for ACR/Summary applicability
  • Set up basic job information for ACR/Summary controls
  • Set up input sources for ACR/Summary controls
  • Create and test file definitions for ACR/Summary controls
  • Set up rules and messages for ACR/Summary controls
  • Run reconciliation balancing for ACR/Summary controls
  • Balance data against the history database for ACR/Summary controls
  • Review and understand the ACR/Summary Control Report

Course Length

On-site: 1.5 days
WebEx: 4 two-hour sessions

Platforms

This course is available for PC or MVS.

Format

This course is available for on-site or WebEx instruction.

 


5. ACR/Summary Intermediate Training

This course continues to build on the features and functionality of ACR/Summary and allows you to gain product proficiency in a controlled and supportive environment.

Who Should Attend

Anyone interested in learning the fundamental concepts associated with ACR/Summary controls and personnel who will ultimately be involved in the ACR/Summary implementation.

Course Prerequisites

  • Completion of the ACR/Summary Basic Training course
  • Familiarity with your organization’s inputs, business processes, and work flow
  • Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF

Course Objectives

Upon completion of this course, participants should be able to:

  • Follow the correct steps to code and test intermediate ACR/Summary controls
  • Balance a job using Access Mode 3, and Calculated Items
  • Create a User Report
  • Describe additional Job Information options
  • Balance a job using Variable Cycle Processing
  • Describe and run database Utilities
  • Describe implementation considerations

Course Length

On-site: 1.5 days
WebEx: 4 two-hour sessions

Platforms

This course is available for PC or MVS.

Format

This course is available for on-site or WebEx instruction.

 


6. Infogix Assure Basic Training

This course is designed to introduce participants to foundational knowledge and skills required to develop controls as well as manage and enhance deployed controls.

Who Should Attend

Anyone interested in learning the fundamental concepts associated with Infogix Assure controls and personnel who will ultimately be involved in the Infogix Assure implementation.

Course Prerequisites

    • Familiarity with your organization’s inputs, business processes, and work flow
    • Basic understanding of the ways in which the application of Infogix Assure will benefit your business

Infogix Training Guide

Curriculum

  • Assure Overview – This overview introduces participants to Infogix Assure by providing a high level detailed introduction to the product and its capabilities.
  • Summary Controls Training – This module familiarizes participants with the summary balancing function of Infogix Assure. It provides students with practice exercises that will assist in the development of basic Infogix Assure Summary controls.
  • Detail Controls Training – This module familiarizes participants with the detail controls aspect of Infogix Assure. It provides students with practice exercises that assist in the development of basic Infogix Assure Detail controls.

Additional Training Modules

One additional training module, from the list below, is included with the Assure Basic Training package. Additional training modules can be purchased independently.

  • Layouts (1/2 day) covers the following layout types:
  • Database Layout – A database layout defines the data in any relational database for use by Infogix Assure. The data can be accessed by a standard database connection. A standard connection can be either a direct JDBC™ connection or a JNDI™ name that identifies the JDBC connection.
  • XML Layout – XML is a standard way of tagging data so it can be read and interpreted by a variety of Web browsers, software, servers, and clients, regardless of how it was created. An XML layout defines data with XML tags delimiting groups and fields for use by Infogix Assure.
  • Web Service Layout – A Web Service layout defines access to a SOAP web service operation and its returned data. In order to build the web service layout, you will need to know the SOAP endpoint address, the operation (method) to invoke, and be able to provide the XML text of a full SOAP envelope including the request, which can be tailored to define either constant parameter values or runtime substitution parameters.
  • Data Quality Controls – With the data quality module you can verify the content of data elements entering, or about to enter your information systems. Through the use of quality “dimensions” the data quality module will validate the format and content of individual data elements, it will validate the context of data transactions, and it will build historical profiles that catalog the data elements and transactions over time. (1 day)
  • Scan and History Controls – Scan and history control points apply validations and actions to control data already processed at a previous control point and stored in the Assure database. They can be used to generate reports on data of interest. (1/2 day)
  • Point to Point Validation – Your business application may rely upon transactions or files that must remain unchanged through multiple “checkpoints” in a single system or process. A type of validation known as a point-to-point validation can be a valuable tool for such applications. Point-to-point validations verify that outputs of one processing step remain unchanged for input into a subsequent step. (1/2 day)

Course Length

On-site: 2.5 days*
WebEx: 4 two-hour sessions
*Note that some of the additional modules may increase the course duration up to 3 days based on the length of the module.

Format

This course is available for on-site or WebEx instruction.

 


7. Infogix Assure Intermediate Training

This course builds upon the foundational knowledge and skills acquired in the Assure Basic training course.

Who Should Attend

Anyone interested in learning additional concepts associated with Infogix Assure controls and personnel who will ultimately be involved in the Infogix Assure implementation.

Course Prerequisites

  • Completion of the Infogix Assure Basic Training course
  • Familiarity with your organization’s inputs, business processes, and work flow
  • Basic understanding of the ways in which the application of Infogix Assure will benefit your business

Curriculum

  • Reconciliation Controls Training – This module familiarizes participants with the concept of reconciliation within Infogix Assure. It provides students with practice exercises that assist in the development of basic Infogix Assure Reconciliation controls.
  • Translation Tables Training – Translation is the process by which something is converted from one state or form, to another. In language, translation converts something from a foreign language into your own, or vice versa. Similarly, in the Infogix Assure application, translation can convert similar, but not identical data from one or more sources into a single, common structure, for use in extraction. In this course you will create two translation tables and utilize them for data extraction.
  • Text Functions Training – The Infogix Assure training examples focus on inputs that contain discrete, easily accessible data. However, the data that flows into your real business applications may not be that straightforward. The Infogix Assure application contains “functions” that enable you to extract and isolate even the most convoluted data. This course acquaints you with the most common functions.

Additional Training Modules

One additional training module, from the list below, is included with the Assure Intermediate Training package. Additional training modules can be purchased independently.

  • Runtime Fields & Work Fields – Runtime fields acquire their values during execution of a control point. This feature lets you alter control point rule behavior with execution time values. Work fields are optional storage fields for use when extracting data for control points. You can use work fields to store all the fields from a layout or sublayout as a single field. You can also use work fields to store individual values, such as extracted values, the results of computations, and flags or indicators. (1/2 day)
  • Scripting and Utilities – Understanding how to develop scripting for Infogix Controls to work with an external job scheduler is critical to optimizing your business controls. This module will cover the basics of developing scripts to implement Infogix Assure Controls. Infogix Utilities training will provide you with examples of the database maintenance tools you can use to manage the Infogix Assure database and Command line utilities. (1 day)
  • File Monitoring Training – Suppose that a critical step in your business process relies upon inputs coming in from a variety of sources, in a variety of formats. Suppose that processing cannot proceed unless all inputs are present and accounted for. An Infogix Assure file monitor enables you to monitor the system in anticipation of those inputs, and to initiate additional processing after they have been received. (1/2 day)
  • Suspense Processing Training – Suspense processing uses a temporary holding area (suspense file) to hold data not matched in a reconciliation execution. This suspense file is then used as input into the next processing cycle, to check if items can be matched off from the current input source(s). Items that are matched will be removed from the suspense file and new items not matched will be sent into the suspense file. This course will acquaint you with setting up a Suspense Processing control. (1/2 day)
  • Tracking Controls & Calendar Functions Training – This module will provide you with a scenario and practice exercises that you can use to learn the minimum basics of timeliness and latency within Tracking Controls. After an initial setup and testing phase, processing with the Infogix Assure application is driven by schedules and calendars. When new data comes in, you may need to determine whether or not that data meets the parameters dictated by established calendars or schedules before you process it. The Infogix Assure application contains a series of calendar functions that allow you to easily make that determination. (1 day)

Course Length

On-site: 2 days*
WebEx: 4 two-hour sessions
*Note that some of the additional modules may increase the course duration up to 3 days based on the length of the module.

Format

This course is available for on-site or WebEx instruction.

 


8. Infogix Assure Advanced Training

This course builds upon the foundational knowledge and skills acquired in the Basic and Intermediate training courses.

Who Should Attend

Anyone interested in learning additional concepts associated with Infogix Assure controls and personnel who will ultimately be involved in the Infogix Assure implementation. ADVANCED TRAINING
Infogix Training Guide

Course Prerequisites

  • Completion of the Infogix Assure Basic and Intermediate Training courses
  • Familiarity with your organization’s inputs, business processes, and work flow

Course Objectives

Upon completion of this course, students should be able to:

  • Describe the circumstances under which a complex Assure Controls would be required
  • Use Control Requirements to code Assure Controls, without full step-by-step instructions
  • Create User Reports to display control results

Course Length

On-site: 3 days
WebEx: 4 two-hour sessions

Format

This course is available for on-site or WebEx instruction.

 


9. Infogix ER – Enterprise Reconciliation Basic Training

The Infogix Enterprise Reconciliation solution centralizes and standardizes the exception and reconciliation management processes through the integration of Infogix ER and Infogix Assure. This course familiarizes you with the Infogix ER application. It provides you with a simple example and practice exercises that allow you to set up and run a basic Infogix ER reconciliation.

Who Should Attend

Anyone interested in learning the fundamental concepts associated with Infogix ER, and personnel who will ultimately be involved in the Infogix ER implementation. Infogix Training Guide

Course Prerequisites

  • Basic understanding of the ways in which the application of Infogix ER will benefit your business
  • Mastery level knowledge of your organization’s inputs, business process, and workflow
  • Strong knowledge of database structure and setup
  • Access to a functional database dedicated exclusively to the Infogix ER application
  • Training and experience with Infogix Assure

Course Objectives

Upon completion of this course, you should be able to:

  • Follow the correct steps, in the correct sequence, to setup and test an Infogix ER application
  • Define and describe reconciliation
  • Complete setup tasks required for Infogix ER
  • Define a reconciliation within the Infogix ER application
  • Set up the reconciliation rules required in Infogix ER
  • Set up an Infogix Assure reconciliation in order to provide data to Infogix ER
  • Prepare Infogix ER to receive data
  • Run the Infogix Assure reconciliation control
  • Review the results in Infogix ER

Course Length

On-site: 2 days
WebEx: 3 two-hour sessions

Format

This course is available for on-site or WebEx instruction.

 


10. Infogix Insight Administration Basic Training

The Infogix Insight Administration training curriculum introduces participants to foundational knowledge and skills required to administer Infogix Insight and build a control view.

Who Should Attend

Anyone interested in learning and practicing the fundamental tasks associated with Infogix Insight Administration and personnel who will ultimately be involved in the Infogix Insight implementation.

Course Prerequisites

  • Familiarity with your organization’s inputs, business processes, and work flow
  • Solid, working knowledge of the automated controls in production at your organization, and what their results represent
  • Basic understanding of the ways in which the application of Infogix Insight will benefit your business.
  • Prior attendance and participation in any Infogix Assure 100-level training course, or prior attendance and participation in any Infogix ACR 100-level training course.

Course Objectives

Upon completion of this course, the participant will be ready to conduct these actions:

  • Identify roles and assign permissions
  • Set up contacts and compliance programs
  • Define information sources and load control definitions
  • Specify system options
  • Enhance loaded controls
  • Create control groups
  • Build control views
  • Import and export Infogix items
  • Roll off control executions
  • View the audit trail
  • Generate a Compliance Program Reference Report

Curriculum

  • Infogix Insight Administration – Participants are introduced to Infogix Insight by providing detailed instructions for completing the basic administrative setup, and allowing the user to build a sample control view.
  • Case Management – This lesson familiarizes participants with the case management function of Infogix Insight. It provides students with practice exercises that cover the fundamental concepts associated with case management.
  • Controls Monitoring – This lesson familiarizes participants with the controls monitoring feature of Infogix Insight. Students study each component that can be incorporated into a custom view, and practice building their own view.

Course Length

On-site: 1 day
WebEx: 2 two-hour sessions

Format

This course is available for on-site or WebEx instruction.

 


11. Infogix Perceive Data Management Basic Training

Infogix Perceive facilitates the transfer of Infogix Assure® and Infogix ER™ data to an Infogix Perceive database or to an external repository. Through scenario-based exercises, participants become proficient in the Infogix Perceive Data Management interface.

Who Should Attend

Anyone interested in learning the fundamental concepts of Infogix Perceive, and personnel who will ultimately be involved in the Infogix Perceive implementation.

Course Prerequisites

Before attending this course, you should have the following understanding:

  • Mastery level knowledge of your organization’s data, business processes, and workflow
  • Familiarity with Infogix Assure concepts including control entities and control points
  • Familiarity with Infogix ER concepts including reconciliation (optional)

Course Objectives

Upon completion of this course, the participant should be able to:

  • Define and describe Infogix Perceive and how it relates to the other Infogix solutions
  • Understand the purpose of roles in the Data Management interface
  • Set up and use Infogix sources
  • Set up data entities
  • Create and map reference data (optional)
  • Set up data views
  • Set up an extract event
  • Identify and view reports in the Reports interface
  • Create a simple ad hoc report in the Reports interface
  • Schedule and distribute reports using a report event

Course Length

On-site: 1 day
WebEx: 2 two-hour sessions

Format

This course is available for on-site or WebEx instruction.

 


12. Infogix Perceive Studio Intermediate Training

Infogix Perceive facilitates the transfer of Infogix Assure® and Infogix ER™ data to an Infogix Perceive database or to an external repository. This course offers you advanced training in Perceive Studio, which will assist you in the creation of complex reports. Through a combination of lecture and hands-on exercises, participants will become proficient in creating complex reports.

Who Should Attend

Anyone interested in learning advanced concepts of Perceive Studio and personnel who will ultimately be involved in the Infogix Perceive implementation.

Course Prerequisites

Before attending this course, you should have:

  • Mastery level knowledge of your organization’s data, business processes, and workflow
  • Familiarity with Infogix Assure concepts including control entities and control points
  • Familiarity with Infogix ER concepts including reconciliation (optional)
  • Completed the Infogix Perceive Data Management Level 100 Training

Course Objectives

Upon completion of this course, you should be able to:

  • Define and describe Perceive Studio and its relationship to other Infogix solutions
  • Navigate the Perceive Studio panels and views
  • Create a Data View in Infogix Perceive
  • Create two Domain-Based reports in Perceive Studio
  • Add static and dynamic elements to the report
  • Add Parameters and Input Controls to enhance and improve the reports
  • Create a pit chart and region-based map as an alternative way to express the data
  • Run the reports
  • Schedule a report event
  • Build a Dashboard that will combine all reports into a single view

Curriculum

  • Advanced Report Design – You will learn how to create various advanced reports, including Domain-based reports and Interactive Reports. Other advanced reporting features are covered, such as adding images, maps, and graphs to reports.
  • Perceive Dashboards – Dashboards provide an at-a-glance overview of key performance indicators relevant to a particular object or business process. In this training, you will learn how to create Perceive Dashboards to display several related reports in a single, integrated view.

Course Length

On-site: 3 Days

Format

This course is available for on-site instruction only.