Implementing OCS – PMS components - Business
Topics Include
- Introduction: training content, pre-requisites, …
- Why Components? Odyssey’s strategy for the future
- Technical Overview: very brief recap of the technical chapter presented during the component overview
- Business Service Overview:
1. For each of the following services:- Valuation
- Compliance Checking
- Rebalancing
- Pre-Trade Compliance Checking (PTCC)
- Constraint
- Order Management
- Overview
- Engines
- Service content (domain)
- Packaging
- Business Model
- Methodology Overview : component implementation methodology presentation, including:
- Introduction
- Project Roadmap
- Main tasks
- Main deliverables
- Documents
- Profiles
- Specification Workshop
- Type of specifications required
- Templates description
- Valuation page specification exercise
Target Audience
Primary: Business consultant
Optional: PM and ICa
Prerequisites
T’A implementation skills and related training
Bronze Accreditation – RM & PM workstation
Or previous training : Introduction to PM&A (T’A)
Implementing OCS – PM&A TASC for Business
Inside OCS – HEART modeling – Business Component overview
Course duration
2 days
Implementing OCS – PMS OMGT component – Business
Topics Include
- Component Concept Recap
- OMGT & Session Checking
- Basic Concepts
- Infrastructure
- Configuration
- Security
- Business Process Review
- Business Overview
- Package
- Implementation
- Customization Catalogue
- Business Model
- Methodology
Target Audience
Primary: Business consultant
Optional: PM and ICa
Prerequisites
T’A implementation skills and related training
Bronze Accreditation – RM & PM workstation
Or previous training : Introduction to PM&A (T’A)
Implementing PM&A (T’A) – Order Management
Implementing OCS – PM&A TASC for Business
Inside OCS – HEART modeling – Business
Implementing OCS – PMS Components Business
Course duration
2 days
Implementing OCS – PMS Components – Reporting development
Current training course is dedicated to report developers and super-users with technical skills.
The intention is to understand how to design from scratch OCS reports based on PM Components such as the valuation component, for instance.
The objective is to set up a development environment using OCS Software Development Kit (SDK), and ultimately to develop and test OCS reports, may it be requesting OCS data, Triple’A data or both.
Topics
- OCS Nuts and bolts (Architecture overview, etc.)
- OCS Reporting (Reporting Manager)
- Installing Development Environment (RAD 6 and OCS SDK)
- Developing a hybrid report (Report design process, etc.)
- Deploying a testing a report
- Migration tips & tricks
Target Audience
Report developers and Super-users (with technical skills)
Prerequisites
Training:
Bronze Accreditation – RM & PM workstation- Implementing PM&A (T'A) - Script, Positions & Formats (recommended)
- Implementing PM&A (T'A) - Live!Reports & Actuate – Reporting
- Implementing PM components – Customisation (recommended)
Documentation: reference technical information on OCS
Hardware: min 2 Gb RAM especially if RAD-6 software is running on, network connection
Software:
- Rational Application Developer (RAD) 6.00
- Triple’A GUI to administrate Triple’A
- Sybase Open Client 12.5
- UltraEdit or equivalent tool editor
- Actuate e.Report Designer Professional 8 with Odyssey Foundation Classes(Live!Reports – OFC)
- Actuate iServer 8 updated with Live!Reports (i.e. encyclopedia) and Sybase Open Client
Course Duration
3 days
Frequency of the Course
On request
Implementing OCS – PMS Components – Web Customisation
Current training course is dedicated to web developers.
This course provides an overview of all different components, methods and tools used in the PM&A component.
Topics
- Introduction
Brief component architecture recap, overview of tools and resources. - Component Data Model
The MDF, MML, Business Model, Navigation & editing tools - CBI
A look at the CBI Services, Public APIs, CBI Reference Implementation, CBI RI Customisations and extension points - Data Providers
A detailed look at the standard Data providers, and how to customise them - DEL
A detailed look a the DEL architecture, DEL toolbox and how to program Elaborations - WUI PM
Focusing on the Valuation function, a view of WUI over Component page customisations and comparison with WUI over TASC, including migration approach
Target Audience
Programmers with java basics, XML
Course Duration
2 days
Frequency of the Course
On request
Implementing OCS-PMS OMGT Components – Web customisation
Current training course is dedicated to web developers.
This course provides business, technical overview and customisation concepts for OMGT component (Order ManaGemenT)
Topics
- OMGT Business overview
Description of instructions and sessions. Major changes from Triple’A. Standard packaging of OMGT - OMGT Technical overview
OMGT general architecture, AJAX - OMGT configuration
Triple’A Users vs Triple’A managers mapping. Triple’A default values, input controls, screens. Providers configuration. - Security
Functions and instructions security configuration - OMGT customisation
OMGT pageflows and processes customisation. DEL and MML customisations. Initiate Order customisation (TASC and Component description). Update fields customisation.
Prerequisites
Web customisations basics
Target Audience
Programmers with java basics, XML
Course Duration
3 days
Frequency of the Course
On request