Training Services

Advanced Customization Training Printer Version

Audience

This workshop is designed for administrators who want to customize Futrix for end user requirements.

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 Futrix Administration to the level presented in the Futrix Administrator Training course. A detailed knowledge of SAS software and SAS Component Language (SCL) programming is required to gain the maximum benefit from this course.

Objectives

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

Futrix Installation and Setup

understand a Futrix implementation
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 Preferences

add preferences to the Futrix environment
use custom preferences 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 viewpoint, 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 export 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

Customizing Export Destinations and Styles

understand Futrix export and publishing architecture
understand how to develop custom export styles

Web Skins

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

Linking Directly to Web Dashboards and Viewpoints

create a link from web pages external to Futrix directly into a specific dashboard, viewpoint or meta-item within Futrix
create a custom identifier for a viewpoint for referencing rather than the internal Futrix 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 analysis data sets for custom analysis

Resolution of SAS Macro Variables

understand the different places macro variables can be resolved in Futrix
assign a macro variable