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	Implementation Guide

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Added by Anthony Hernandez, last edited by Anthony Hernandez on Mar 09, 2007 (view change)

Table Of Contents:

Readiness for Metrix
Conceptual Overview
Installing Metrix
Customizing the Metrix Build
- Creating Custom Interactions
Migrating Data in to Metrix
Filtering, Querying, and Reporting in Metrix

Metrix Implementation Guide

The Implementation Guide is intended for consultants or internal staff at an organization who will create a Metrix build. A Metrix build is a customized version of Metrix that will be installed on an organization's computer(s). The build will contain a version of Metrix with customized Interactions and custom tables, which incorporate the requirements and characteristics of the organization's data.

Readiness for Metrix

Conceptual Overview

Installing Metrix

Customizing the Metrix Build

Creating Custom Interactions

Importing Custom Tables for Interactions

Working with Forms for Custom Tables

Editing Custom Tables

Migrating Data into Metrix

Tip
Before importing data into Metrix, watch the Data Import Webinar instructional video, which goes over best practices for importing data.

Filtering, Querying, and Reporting in Metrix

Filters, Queries, and Reports
- Filters
- Queries_
- Reports

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About Metrix Customization (Documentation for Metrix Developers and Consultants)

Configuring Custom Fields (Documentation for Metrix Developers and Consultants)

Customizing Forms for Custom Interactions (Documentation for Metrix Developers and Consultants)

Customizing a Form to Show Data from Parent-Child Custom Tables (Documentation for Metrix Developers and Consultants)

Customizing a Form to Show Multiple Interaction Records (Documentation for Metrix Developers and Consultants)

Editing an Existing Interaction (Documentation for Metrix Developers and Consultants)

Filters, Queries, and Reports (Documentation for Metrix Developers and Consultants)

Gathering Data Requirements (Documentation for Metrix Developers and Consultants)

Importing Custom Tables into Metrix (Documentation for Metrix Developers and Consultants)

Introduction to Data Migration (Documentation for Metrix Developers and Consultants)

Metrix Files and Technical Components (Documentation for Metrix Developers and Consultants)

Planning Custom Interactions (Documentation for Metrix Developers and Consultants)

Planning and Building Custom Tables (Documentation for Metrix Developers and Consultants)

Preparing Custom Tables for Importing Interactions (Documentation for Metrix Developers and Consultants)

Preparing Data for Import (Documentation for Metrix Developers and Consultants)

Queries_ (Documentation for Metrix Developers and Consultants)

Reports (Documentation for Metrix Developers and Consultants)

Understanding Interactions and Custom Tables (Documentation for Metrix Developers and Consultants)

Understanding METRIX Tables and Relationships (Documentation for Metrix Developers and Consultants)

Understanding and Planning Interactions (Documentation for Metrix Developers and Consultants)

Adding a Look-up Table for an Existing Custom Table (Documentation for Metrix Developers and Consultants)

Adding a Column to an Existing Custom Table_ (Documentation for Metrix Developers and Consultants)

Assessing Readiness for METRIX (Documentation for Metrix Developers and Consultants)

Building Complex Custom Interactions with Existing Data (Documentation for Metrix Developers and Consultants)

Building New Custom Tables for Interactions (Documentation for Metrix Developers and Consultants)

Creating Simple Interactions (Documentation for Metrix Developers and Consultants)

Data Migration Process (Documentation for Metrix Developers and Consultants)

Filters (Documentation for Metrix Developers and Consultants)

Including Custom Tables in an Interaction Definition (Documentation for Metrix Developers and Consultants)

Installing Additional Instances of METRIX on a Single Computer (Documentation for Metrix Developers and Consultants)

Moving an Installation of Metrix to Another Computer (Documentation for Metrix Developers and Consultants)

Shift Bypass Technique (Documentation for Metrix Developers and Consultants)

The METRIX Readiness Survey (Documentation for Metrix Developers and Consultants)

Importing Custom Data (Documentation for Metrix Developers and Consultants)

Importing Standard Data (Documentation for Metrix Developers and Consultants)

Introduction to METRIX (Documentation for Metrix Developers and Consultants)

Customizing a Single Form to Display Multiple Interactions (Documentation for Metrix Developers and Consultants)