IBM TRIRIGA TRAINING CATALOG

Index

1. IBM TRIRIGA 10.3.X,10.5.X,10.6.X Application Platform I ............................................................ 2

2. IBM TRIRIGA 10.3.X,10.5.X,10.6.X Application Platform II ........................................................... 3

3. IBM TRIRIGA 10.3.X,10.5.X,10.6.X Portfolio ................................................................................ 5

4. IBM TRIRIGA 10.3.X,10.5.X,10.6.X Facilities - Space Management............................................... 6

5. IBM TRIRIGA 10.3.X,10.5.X,10.6.X Operations and Maintenance ................................................ 7

6. IBM TRIRIGA Leased and Owned Property Contract Management 10.3.X,10.5.X,10.6.X ................ 8

7. IBM TRIRIGA 10.3.X,10.5.X,10.6.X Capital Projects....................................................................... 9

8. IBM TRIRIGA 10.3.X,10.5.X,10.6.X Real Estate - Transaction Management ............................... 10

9. IBM TRIRIGA 10.3,10.5.X,10.6.X Installation ............................................................................... 11

10. IBM TRIRIGA 10.3,10.5.X,10.6.X Application Administrator ......................................................... 12

11. IBM TRIRIGA 10.3,10.5.X,10.6.X System Administration .............................................................. 13

12. IBM TRIRIGA 10.3,10.5.X,10.6.X BIRT (Business Intelligent Reporting Tool) Reporting ............... 14

13. IBM TRIRIGA 10.3,10.5.X,10.6.X Data Loading/Migration ............................................................ 14

14. IBM TRIRIGA 10.3,10.5.X,10.6.X Integrations ............................................................................... 15

15. IBM TRIRIGA 3.5.X,3.6.X Platform Upgrade .................................................................................. 15

16. IBM TRIRIGA 10.3,10.5.X,10.6.X Application Upgrade .................................................................. 16

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1. IBM TRIRIGA 10.3,10.5.X,10.6.X Application Platform I

Overview

This course provides an introduction to application development on the IBM TRIRIGA Application

Platform. The course provides entry-level training for application developers and is designed for people

who have little familiarity with the product.

Duration

40 Hours

Audience

This basic course is for anyone with an interest in learning to develop applications in IBM TRIRIGA.

Prerequisites

There are no prerequisites for this course.

Key topics

• Architectural overview

• Business scenario

• Data models

• State families

• Forms and Form Builder

• Navigation

• Portals

• Basic reporting

• Lists and classifications

• Data Integrator

• Object Migration: Import

• Associations

• Smart sections and locator fields

• Formulas

• Workflows

• Advanced queries

• Object migration: Export

Objectives

• Perform moderate-level IBM TRIRIGA application customizations by using the platform

• Create and modify business objects (BOs) by using the Data Modeler

• Create and modify user interfaces by using the Form Builder tool

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• Define lists and classifications

• Import data by using the Data Integrator

• Implement business logic with by using workflows

• Create reports and queries by using the Report Manager

• Export a copy of your work by using the Object Migration tool

2. IBM TRIRIGA 10.3,10.5.X,10.6.X Application Platform II

Overview

During this 10-day lab-driven course you create workflows that use the features of the IBM TRIRIGA

Application Platform. You also learn to modify existing business processes and create new business

processes within the TRIRIGA system.

Duration

80 Hours

Audience

This intermediate course is for anyone who uses TRIRIGA to maintain Data Modeler structures, modifies

existing forms or processes, generates reports, or makes system configuration changes.

Prerequisites

You should have a successful completion of one of the following courses:

• IBM TRIRIGA 10.6 Portfolio (SPVC) (TOS26)

• IBM TRIRIGA 10.6 Application Platform I (TA611)

• You should have the following:

• Ability to create new records with TRIRIGA application

• Ability to create simple reports with the TRIRIGA Report Manager

• Knowledge of Microsoft Windows or equivalent

• Knowledge of the structure of relational databases and object-oriented programming principles is helpful, but not required.

Key topics

• Business scenario

• Data models and the Data Modeler

• State Families

• Associations

• Lists and classifications

• Object Migration: Import

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• Smart sections and locator fields

• Forms and Form Builder

• Navigation

• Portals

• Creating classifications

• Basic reporting

• Data Integrator

• Workflows

• Custom form actions

• Formulas

• Advanced queries

• Intermediate objects

• Approval process

• Helper objects and notifications

• Administrator console

• Advanced navigation

• Security

• Object migration: Export

• Audit trail

• Document Manager

Objectives

• Use the Data Modeler tool to create modules

• Use the Data Modeler tool to create or modify business objects and add or modify fields in

business objects

• Create or modify the business object state family

• Create or modify associations at the business object level

• Create or modify smart sections and locator fields, forms, lists, and classifications

• Use the Navigation Builder tool to create or modify user menus, navigation collections, and

navigation items

• Use the Portal Builder tool to create or modify the user home portal, portals, and sections

• Use the Reporting tool to create simple single business object reports and reports with multiple

associated business objects

• Use user filter and system filters on reports

• Use association filters in reports

• Define formulas in fields and workflow tasks

• Add actions to forms to perform trigger actions

• Create or modify user security groups

• Import data with the Data Integrator tool

• Import or export metadata with the Object Migration tool

• Set up auditing of actions, data changes, and record access

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Portfolio data is the core information that you use to manage workplaces. Your portfolio consists of information about the organizations, locations, people, and assets that are associated with the space you manage. You use portfolio data records, in the IBM TRIRIGA Portfolio Data Manager, to track the details that are necessary for you to complete tasks in other areas of the IBM TRIRIGA. For example, if you are planning space allocation or moving people to new locations, you need comprehensive information about the spaces and people involved.

• Use Document Manager to manage load and files in the TRIRIGA application

3. IBM TRIRIGA 10.3,10.5.X,10.6.X Portfolio

Overview

Portfolio data records are organized in a hierarchical structure and can be associated with other records. All lifecycle events that are associated with a record can be tracked so that you have a complete history and audit trail.

Key topics

• Overview of the TRIRIGA application and modules

• Basic TRIRIGA navigation & system functionality

• IBM TRIRIGA products

• Data population sequence

• Building blocks

• Icons, actions, and transitions

• Portal overview

• Logging in to IBM TRIRIGA

• Home portal

• Personalize options

• My Bookmarks

• My Profile

• Lists

• Classifications

• Geography types

• Specifications

• Organizations

• Locations

• People

• Assets

• Reports

• Document management

• Contact roles

• Approvals

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• License Manager

• Security groups

• Label Manager

• Geographic Information System

4. IBM TRIRIGA 10.3,10.5.X,10.6.X Facilities - SpaceManagement

Overview

Learn to use IBM TRIRIGA to apply the facilities management solutions and methodology to your business

needs through lecture, hands-on exercises, and business scenarios that include the application concepts

and business processes. You will learn to manage and track your location portfolio data within

your organization with TRIRIGA. The lab environment for this course uses the TRIRIGA 10.6 platform.

Duration

16 Hours

Audience

This intermediate-level course is for TRIRIGA users who manage/track physical locations, perform space

planning, manage people/asset/equipment moves, or prepare space allocation reports.

Prerequisites

You should have basic TRIRIGA navigation skills. See course IBM TRIRIGA 10.3 Portfolio (SPVC) (TOS26) for

additional information.

Key topics

• Facilities Management Overview

• Application Settings

• Space Classification Standards

• Managing space with Space Manager

• Space Audit

• Space Services Request

• Move Management

• Using Web Graphics

Objectives

• Manage locations and related portfolio data

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• Perform move management functions for people, assets, and space function

• Audit space allocations for charge backs

• Manage space reporting based on graphical floor plans

5. IBM TRIRIGA 10.3,10.5.X,10.6.X Operations andMaintenance

Overview

Learn to use the TRIRIGA operations and maintenance procedures to maintain or increase the efficiency,

reliability, and safety of your assets and locations. TRIRIGA facilitates is a multifaceted approach to

achieving this goal with time-based scheduling, reading-based scheduling, and allowing for input from

every level of the organization to identify discrepancies and maintenance needs. In this course you will

understand the full life cycle of Operations from setup to request to task assignment and task completion.

Duration

24 Hours

Audience

This intermediate-level course is for anyone who uses TRIRIGA to track requests for work order demands,

assign service orders, and manage assets and space utilization.

Prerequisites

You should have:

• Basic understanding of TRIRIGA operation

• Basic Microsoft Windows or equivalent skills

• Relational database knowledge

Key topics

• Operations and maintenance management

• Service management setup

• Additional service management setup

• Corrective maintenance

• Preventive maintenance

• Task assignment

Objectives

• Assign service orders manually and automatically

• Create and process service orders

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• Create preventive maintenance tasks and schedules

• Use the Call Center tools

• Generate future work orders

6. IBM TRIRIGA Leased and Owned Property ContractManagement 10.3,10.5.X,10.6.X

Overview

Learn how to manage your real estate lease obligations with TRIRIGA. You can store all contract

documentation, conditions, clauses, options, and financial transactions in one comprehensive repository.

Learn to set up automated notifications and alerts about upcoming critical dates including lease

expirations, required actions, and contract options to avoid overpayment, late fees, and missed

opportunities. You also learn to create up-to-date financial reports, maintain an accurate payment

process, and satisfy regulatory requirements. To get the most from this course, plan how you will use

TRIRIGA in your current environment before attending class.

Duration

24 Hours

Audience

This intermediate-level course is for anyone who uses IBM TRIRIGA Lease and Owned Property Contract

Management.

Prerequisites

You should have basic TRIRIGA navigation skills.

Key topics

• Contract management

• Contract management setup

• Lease abstracting

• Leases and contracts

• Processing contract payments

• Payment adjustments

• Real estate requests

Objectives

• Manage leases

• Track critical lease terms and dates

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• Manage rent and expenses

• Manage tenants and billing

7. IBM TRIRIGA 10.3,10.5.X,10.6.X Capital Projects

Overview

In this three-day course, you learn to use the IBM TRIRIGA application tools to manage funding sources,

programs, and capital projects through lecture, hands-on exercises, and business scenarios that include

the application concepts and business processes. You learn to manage and track the projects of your

organization with TRIRIGA.

Duration

16 Hours

Audience

This intermediate-level course is for anyone who uses the system for any of the following tasks:

• Create project and budget

• Organize and review documents

• Manage procurement and payments

• Track and report on project progress

Prerequisites

You should have:

• Knowledge on Basic IBM TRIRIGA operation

• Familiarity with the Microsoft windows environment or equivalent

Key topics

• Chapter 1: Capital project management

• Chapter 2: Setting up the project

• Chapter 3: Project Planning

• Chapter 4: Project procurement

• Chapter 5: Project Performance

• Chapter 6: Project closeout

• Chapter 7: Program Management

Objectives

• Create a capital project

• Create schedule tasks

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• Use a project template

• Create cost codes

• Organize documents

• Review designs

• Create and manage project budgets

• Procure materials and services

• Manage issues and changes

• Track the project administration

• Ensure proper project closeout

• Create programs with child programs or projects

8. IBM TRIRIGA 10.3,10.5.X,10.6.X Real Estate - TransactionManagement

Overview

Learn how to manage real estate events, manage real estate projects, and recommend the best solution

for a company that is based on both financial and nonfinancial data. TRIRIGA Real Estate Transaction

Management helps organizations manage the processes that are related to changes in their real estate

portfolio and helps them use these processes to achieve the best possible outcome.

Duration

16 Hours

Audience

This intermediate-level course is for operators who create transaction plans, evaluate and recommend

real estate scenarios, and implementers/administrators of TRIRIGA Real Estate Transaction Management.

Prerequisites

You should have:

• taken course IBM TRIRIGA 10.3 Portfolio (SPVC) (TOS26) or have equivalent knowledge

• an understanding of how TRIRIGA Real Estate Transaction Management will be implemented in

your organization

Key topics

• Overview of Real Estate Transaction Management

• Selecting real estate events

• Managing real estate events in a transaction plan

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• Application setup

• Modifying the application settings

• Using a Critical to Quality (CTQ) template

• Creating an RE Project template

• Creating a real estate transaction plan template

• Creating a Critical to Quality record

• Real estate action request

• Creating a Real Estate Action Request record

• Real estate transaction plan

• Creating a transaction plan record

Objectives

• Create and submit an RE Action Request

• Complete an RE Transaction Plan

• Create RE projects inside an RE Transaction Plan

• Bring RE Projects into scenarios

• Submit and complete Critical to Quality (CTQ) surveys

• Evaluate and recommend a scenario

• Close out an RE project

9. IBM TRIRIGA 10.3,10.5.X,10.6.X Installation

Overview

You use the IBM TRIRIGA Application Platform to run, build, and manage the IBM TRIRIGA applications. Installing the platform involves preparing the application and database servers, verifying the installation, configuring the platform settings, and inspecting log reports for installation issues. IBM TRIRIGA Application Platform can be installed on a variety of platforms. Use this installation information to plan and install IBM TRIRIGA Application Platform in the configuration that suits your environment and your needs.

Key topics

• Create a Web Sphere Application Server profile for IBM TRIRIGA

• Data recovery and backups

• Multi byte language support

• Includes the IBM TRIRIGA language pack

• Install the 64-bit version of IBM Java 8. The Java installation path must not contain spaces.

• Select the path to the Java virtual machine

• Specify the complete path of the directory to which you want to install the files

• Choose the compressed file where the IBM TRIRIGA application data is stored

• Verify that your installation is running properly

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10. IBM TRIRIGA 10.3,10.5.X,10.6.X Application Administrator

Overview

The intent of this course is to familiarize participants with the development and configuration of IBM

TRIRIGA using the IBM TRIRIGA Application Platform Tools. It will focus on the design and problem solving

techniques used within IBM TRIRIGA. The course will help explain the business logic and system

configuration tools of IBM TRIRIGA and how an admin resource can utilize those tools to maintain and

configure the system based on the user’s needs.

Key topics

• Overview of the Application Administrator role and process they’re required to perform

• Definition review of Common TRIRIGA Terminology and functionality within the system

• Review the TRIRIGA Data Structure, defining Module/Business Objects/Forms and how they are

used universally throughout the system

• Learn how to manage the deployment of your assigned licenses to users and view which licenses

are being consumed.

• Learn how to manage user passwords including setup and resets

• Learn how to use the Document Manager to Check-In/Out, organize information, and deploy

documents to specific User Groups

• Learn how to Create/Modify a Security Group to display or hide/change read options to Records/

Forms/Tabs/Sections

• Learn how to create End User Reports and Charts that can be pushed out to the users of TRIRIGA

to access basic data tables and structures

• Learn how to use the Portal Builder to add/modify a user visibility to certain records inside of the

system

• Learn how to modify the Navigation menu using the Navigation Builder tool

• Understand the Classification Hierarchy and how to add records to existing Classification

hierarchies

• Understand how the system Leverages Lists and learn how to enter/reorganize new list items

• Learn how to manage Contact Roles within the Approval process

• Learn how to use the OOTB System Notification Content and Requirements to send information

to users

• Learn how to create new and modify existing Data Conversions (ie currency and UOM

conversions)

• Understand how the Unit of Measures are placed into the system and how to update the available

list on all forms

• Quick overview of TRIRIGA Integrations including the use of Data Integrator and the Integration

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Object

• Introduction to the Admin Console and how the Administrator can perform/watch how the

system is working, including basic troubleshooting tips.

11. IBM TRIRIGA 10.3,10.5.X,10.6.X System Administration

Overview

This course is designed to educate participants about IBM TRIRIGA and allied software installations,

setting up the optimum performance parameters, day-to-day IBM TRIRIGA operations, log maintenance,

troubleshooting techniques, thread management, memory management. The course also highlights best

practices for system administration.

Key topics

• Overview of the Application Developer role and process they will be required to perform.

• Definition review of Common TRIRIGA Terminology and functionality within the system.

• Review the TRIRIGA Data Structure, defining Module/Business Objects/Forms and how they are

• Used universally throughout the system.

• Learn how to create End User Reports and Charts that can be pushed out to the users of TRIRIGA

to access basic data tables and structures.

• Learn how to use the Portal Builder to add/modify a user visibility to certain records inside of the

system.

• Learn how to modify the Navigation menu using the Navigation Builder tool.

• Learn how to Create/Modify a Security Group to display or hide/change read options to Records/

• Forms /Tabs/Sections.

• Learn how to manage the deployment of your assigned licenses to users and view which licenses

are being consumed.

• Understand the Classification Hierarchy and how to add records to existing Classification

hierarchies.

• Understand how the system Leverages Lists and learn how to enter/reorganize new list items.

• Learn how to use the OOTB System Notification Content and Requirements to send information

to users.

• Learn how to use the Document Manager to Check-In/Out, organize information, and deploy

documents to specific User Groups.

• Learn how to create new Contact Roles requiring the various types of approvals.

• Learn how to manage user passwords including setup and resets.

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12. IBM TRIRIGA 10.3,10.5.X,10.6.X BIRT (BusinessIntelligent Reporting Tool) Reporting

Overview

The intent of this course is to familiarize participants with the BIRT reporting capabilities in the IBM

TRIRIGA Platform. We will cover the various reporting types including: BIRT Query and Form Reports, Drill-

through, Score Card, and various others.

Key topics

• Overview and installation of Eclipse BIRT and how it interacts with TRIRIGA.

• Learn how to create a basic Query report that can be leveraged and formatted in BIRT.

• Learn how the Eclipse RSS Feed can be leveraged in a TRIRIGA Report.

• Learn how to create and use association reports.

• Learn how to create and use Drill-through reports.

• Learn how to create and use Score-Card reports.

• Learn how to create and use Dashboard reports.

• Learn how to add any BIRT Report to a TRIRIGA Portal.

13. IBM TRIRIGA 10.3,10.5.X,10.6.X Data Loading/Migration

Overview

The intent of this course is to familiarize participants with the basic external data loading and data

migration from and to TRIRIGA systems.

Duration

16 Hours

Key topics

• Learn Import data from an external system into TRIRIGA® database with the Data Load Manager

• Learn providing a mechanism to monitor the data load progress, and identifying errors.

• Data load sets

• Learn Generating spreadsheets from the Data Load Manager

• Learn Processing and loading sample data by using the Data Load Manager

• Learn Integrating data with the TRIRIGA integration object

• Learn Integrating data with the TRIRIGA DataConnect tool

• Learn Integrating data with the TRIRIGA Data Integrator

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• Learn Integrating data with the TRIRIGA Data Load Manager

14. IBM TRIRIGA 10.3,10.5.X,10.6.X Integrations

Overview

This course is designed to educate participants on how to import data into your business objects

without writing technical scripts.

The Data Integrator tool gives you the ability to capture and upload groups of records into IBM

TRIRIGA without manually entering each record one at a time.

Duration

16 Hours

Key topics

• Overview of the TRIRIGA Data Integrator process

• Learn use Data Integrator to create a Header File for a non-hierarchical or hierarchical module.

• Learn Preparing associative uploads

• Learn upload data into the IBM TRIRIGA application with Data Integrator one file at a time or in

batch mode.

• Learn Tips for operating Data Integrator

15. IBM TRIRIGA 3.5.X, 3.6.X Platform Upgrade

Overview

IBM TRIRIGA Application Platform upgrade training course includes preparing the application and

database servers, verifying the installation, configuring settings, and inspecting log reports for installation

issues.

Duration

16 Hours

Key topics

• Learn step-by-step explanation for upgrading IBM TRIRIGA platform upgrade to the most recent

version.

• Learn Review of Release notes and read me files for all fixes

• Learn Stage all upgrades in a test environment and review them thoroughly before you upgrade

any production environment.

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• Learn Perform a database backup before upgrading any environment.

• Learn Set up license Files

16. IBM TRIRIGA 10.3,10.5.X,10.6.X Application Upgrade

Overview

This course provides basic overview of TRIRIGA best application upgrade practices and it’s

challenges step wise step. This course also highlights use of latest object labeling process used to

differentiate between OOTB and customized objects.

Duration

16 Hours

Key topics

• Learn step-by-step for upgrading IBM TRIRIGA Application version to the most recent version.

• Learn Metadata updating includes BO, Forms, Queries, Workflows

• Learn Object labelling process

• Learn to segregate the OOTB and customized objects within system

• Learn on comparing the changes in customized and upgraded objects to apply custom changes on

modified objects.

• Import package validation

• Learn objects relabeling

• Learn tracking object changes after upgrade.

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