Training Services

Administrator Training Course Printer Version

Audience

This course is designed for administrators who want to configure the Futrix Enterprise Business Intelligence suite for end users.

Course Description

This one-day course focuses on using the Futrix administrator management console to configure the Futrix system.

Prerequisites

You should be competent in the use of the Futrix end user environment to the level presented in the Futrix End User Training course.

No knowledge of SAS software is required to successfully complete the core of this course. However, it would be useful to have attended the SAS Programming 1 course to understand some Futrix administration concepts.

Objectives

When you have completed this course you should be able to:

Initial Set Up

install and invoke Futrix
update the Futrix licensing key
understand “libraries” and “library references”

Library & Installation Management

broadly understand the purpose of each core Futrix library
add and remove your own library references
link to third party DBMS’s via SAS/Access products
set up integration with SAS Metadata Server and SAS OLAP Server
set up scripts to run on Futrix initialization or termination

Migration Management

describe the Futrix system areas which can be split into development, test or production environments
set up migration control
control the migration from development to test and from test to production

Client/Server Manager (Optional)

register a remote server within Futrix
understand remote library references & remote formats

Format Management

define search paths for formats (local & remote servers)
add, remove and modify measure formats
understand the different types of dimension formats that can be created and maintained in Futrix
add, remove and modify dimension formats

Metabase Management

read and understand the contents of the metadata matrix
add new subjects and register new data
edit existing meta-items, dimensions, measures
edit multiple meta-items, dimensions, measures
import/export meta-items
perform maintenance tasks within the metabase
select the metadata matrix attributes for display

Menu Management

customize the titles, logo, menu selection boxes and buttons
add, remove and restructure items within the menu
add, edit or delete menu groups
understand the relationship between the metabase and menu items
understand the different ways of saving reports to the main menu
set up the holding location for global report requests
manage submitted global report requests

General Security

understand security uses and Futrix security roles
create and edit security roles
modify general Futrix security settings and password requirements

User Registration and Restricted Access

add, edit and delete users and groups
create reports about security group membership and user attribute settings
restrict access to Futrix elements such as dimensions, measures, menu items
restrict access to dimension values (row level security)
restrict access to Futrix functionality
restrict access and set Futrix options & preferences

End User Interface Management

understand and edit Futrix user types
restore the original settings for user types
set default options & preferences for all Futrix users

Tracking & Performance Management

create pre-calculated stored cache to speed up response times of user reports
set up tracking
update the tracking reporting data
use the pre-defined tracking reports to analyze users’ actions and queries

General Futrix Administration

understand administration locking
remove locks if they are no longer in use
create & restore a backup of all the Futrix metadata

Web Customization

understand differences between web and desktop user environments
customize or create a skin

Static Publishing (Optional)

understand static reporting groups
understand “By Group” dimensions and how to use them
alter publishing options for static publisher groups
publish static reports