The two-day EDM Introduction training course is the first part of the EDM certification program, built to empower the user to design, develop and implement the EDM Suite. The course will take delegates through the key concepts of EDM that are the backbone of any EDM project.
Key concepts covered include:
- Loading Data
- Data Type Validation
- Standardization and Alignment
- Security Matching
- Data Mastering / Gold Copy Creation
- Business Validation
- Exceptions Management and Best Practice
- Data Distribution
The three-day EDM Advanced training course completes the EDM Certification Program, built to empower the user to design, develop and implement the EDM Suite. The course will take delegates through the more advanced concepts of EDM functionality, design and best practices. Please note that it is a prerequisite to have passed the Introduction and User Interface exams before attending this course.
Key concepts covered include:
- Database Parameters and Version Control
- Multiple XML File Processing and EDM Plugins
- Extended Data Flow Features
- Solution Looping and Component Migration
- Advanced Data Matcher and Master Design
- Universe Management and Wizards
- Non-standard Sources and Component Usage
- Enforcement of Markit EDM Best Practice Conventions
The two-day User Interface training course teaches delegates how to design, develop and implement EDM front-end screens that run in a browser as well as the core components that underpin this. As with all EDM Certification courses, the User Interface course will have a ‘hands-on’ approach, whereby the delegates will follow a series of exercises to build a variety of Web UI workflows to illustrate the flexibility and variety available. Please note that it is a prerequisite to have passed the Introduction exam before attending this course.
Key concepts covered include:
- Dashboards – Creation, Publishing and Channels
- Core UI – Data Illustrator, Data Generator, Data Manager
- Elements – Relationship to Core UI, Key Elements, Dynamic Usage
- Pages – Layout, Forms vs. Grid Views, Templates
- Workflow – Workflow variables, Element Linking, Single vs. Multi-Page, Validation
- Design Considerations
- Best Practices
The suite of one-day EDM Gap Training courses exist to highlight the key features and changes in major releases of EDM and help delegates to understand how these can be applied to a new or ongoing project. Please note that it is a prerequisite to have passed the Introduction course before attending any of the Gap courses listed below:
Gap Training – v10 to v10.5
This Gap course primarily focuses on versions 10.2 and 10.5 of the platform, while at the same time relating this information back to features introduced in version 10. New features and changes covered are:
- Filtering Log Messages
- Version Control
- Database Object Builders
- Source Change Tolerance
- Data Matcher – ID Generator
- Source Monitoring – Process Keys
- Exporting Exceptions via an Inspector
- Data Manager / Generator Form View
- Packaging from Version Control
Gap Training – v10.5 to v11.5
- Version Control
- Database Object Builders
- Source Change Tolerance
- Core Matcher
- Source Monitoring – Process Keys
- Concurrency
- In-Memory & Always-On Processing
- New UI Elements: Data Manager / Generator Form View, Heat Map, Charts, Navigation, and Markdown
- Packaging from Version Control
Gap Training – v11.5 to v18.1
- New UI Elements: Heat Map, Charts (Multi-Plot & Doughnut), KPIs and Core Matcher Results Details
- Rendering with Markdown
- Dashboards: Publishing, Creating and Sharing
- Web Admin: Users & Groups
- Version Control
- Always-On Processing
- Client-facing RESTful API
- EDM Groups
The half-day EDM End User training course teaches delegates how to design and implement dashboard screens that can be accessed via the browser as well as an overview of the core web UI components that underpin this. The course will follow a series of exercises to build a variety of Web UI Dashboards to illustrate the flexibility and variety. There are no prerequisites for this training course; however, prior knowledge of Markit EDM would be advantageous. The course can be run remotely upon request.
Key concepts covered include:
- Core User Interface Relationships
- Publishing Elements
- Dashboards
- Design Considerations
- Best Practice Design Principles
The two-day EDM Warehouse Introduction training course is built to empower the user to design, develop and implement the platform. The course will take delegates through the key concepts of EDM Warehouse that are the backbone of any EDMW project.
Key concepts covered include:
- EDMW Data Model:
- Account
- Classifications
- Customer (Party of Interest)
- Issue (Security)
- Positions
- Meta Data
- User Roles and Permissions
- Reporting UI Layer:
- Basic Navigation
- User Account Groups
- Creation of standard reports
- Scheduling & distribution
- Summaries & charts
- Integration with EDM
- Data Mapping Best Practices
