Training Services

Advanced Customization Training Printer Version

Audience

This workshop is designed for administrators who want to perform advanced customization of the Futrix Enterprise Business Intelligence suite for end users.

Workshop Description

This one-day interactive workshop focuses on programmatically customizing and extending the capabilities of the Futrix system. Discuss the specific needs of your site when organizing this course.

Prerequisites

You should be competent in the use of the Futrix administration environment to the level presented in both the Futrix Administrator Training and the Futrix Advanced Administrator Training courses. A detailed knowledge of SAS software and SAS Component Language (SCL) programming is required to maximize the benefits from this course.

Objectives

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

Futrix Installation and Setup

  • understand the anatomy of a Futrix installation
  • manage multiple Futrix applications from a single installation

General Customization Concepts

  • customize/extend the capabilities of Futrix
  • alter the examples provided with Futrix

External/Custom User Databases

  • link to external user databases such as Open LDAP, Microsoft Active Directory, SAS Metadata Server or a custom external user database
  • synchronize users and user groups from an external user database
  • set up a custom external user database

Custom Security

  • understand the Futrix elements custom security can be applied to
  • set up external security storage

Security Extensions – Single Sign On

  • understand trust-based logins
  • configuring Futrix to obtain pre-authenticated user IDs

Menus

  • replace the Futrix main menu of the desktop client or web client
  • add custom items into the administration menu
  • add custom items into the Futrix desktop client end user menus

Custom Options

  • add options to the Futrix environment
  • use custom options in custom routines

Futrix Elements

  • change the ID used to refer to Futrix elements to more meaningful names
  • refer to Futrix elements via both internal and custom IDs
  • add custom attributes of Futrix elements
  • alter the values of the custom report, dimension and measure attributes at run-time

Customizing and Extending Queries

  • create measures that do not exist in the data but are created via custom code
  • create programmable meta-items that consist of coded logic, rather than a specified data source

Dynamic Metadata

  • add a dynamic metadata meta-item
  • register a dynamic metadata “report” in the main menu

Custom Commands

  • create Futrix commands that perform custom actions
  • modify the way Futrix behaves by feeding back changes from your custom command
  • make commands available to the Futrix desktop client or web client

Handles

  • understand when specific handles execute during processing
  • register custom code to execute with any of these user handles

Adding and Customizing FutrixReportML Export Destinations

  • understand FutrixReportML export/publishing architecture
  • develop custom export formats

Web Skins

  • create new custom skins
  • edit and create new skin areas
  • define custom variables and custom links

Linking Directly to Web Reports

  • create a link from web pages external to Futrix directly into a specific report within Futrix
  • create a custom identifier for a report for referencing rather than the internal Futrix Report ID

Batch Processing

  • understand the different batch tasks and the macro variables used
  • run a batch task

Advanced Use of Tracking Data

  • understand the different types of tracking data sets
  • understand the structure and inter-relationships between tracking data sets
  • create new reporting data sets for custom analysis