| | {anchor:Back To Top} |
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| | | TOC: [#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 in to Metrix] | [#Filtering, Querying, and Reporting in Metrix] |
| | | Table Of Contents: |
| | * [#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 in to Metrix] |
| | * [#Filtering, Querying, and Reporting in Metrix] |
| | |
| | h1. 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. |
| | |
| | h2. Readiness for Metrix |
| | * [Assessing Readiness for Metrix] |
| | * [The Metrix Readiness Survey] |
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| | [#Back To Top] |
| | |
| | h2. Conceptual Overview |
| | * [Introduction to Metrix] |
| | * [Understanding Metrix Tables and Relationships] |
| | * [Understanding Interactions and Custom Tables] |
| | * [Metrix Files and Technical Components] |
| | |
| | [#Back To Top] |
| | |
| | h2. Installing Metrix |
| | * [Installation Guide Introduction|Docs: Installation Guide Introduction] |
| | * [Installing the Metrix Server|Docs: Installing the Metrix Server] |
| | * [Installing the Metrix Client|Docs: Installing the Metrix Client] |
| | * [Upgrading the Metrix Server|Docs: Upgrading the Metrix Server] |
| | * [Upgrading the Metrix Client|Docs: Upgrading the Metrix Client] |
| | * [Installing Additional Instances of Metrix on a Single Computer] |
| | * [Moving an Installation of Metrix to Another Computer] |
| | ** [Manually Connecting the Metrix front end to a database] |
| | * [Shift Bypass Technique] |
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| | [#Back To Top] |
| | |
| | h2. Customizing the Metrix Build |
| | * [About Metrix Customization] |
| | * [Gathering Data Requirements] |
| | * [Configuring Custom Fields] |
| | * [Understanding and Planning Interactions] |
| | * [Creating Simple Interactions] |
| | * [Including Custom Tables in an Interaction Definition] |
| | * [Setting Up the Interactions Portal|Docs: Setting Up the Interactions Portal] |
| | * [Editing an Existing Interaction] |
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| | [#Back To Top] |
| | |
| | h3. Creating Custom Interactions |
| | * [Planning Custom Interactions] |
| | * [Planning and Building Custom Tables] |
| | * [Building New Custom Tables for Interactions] |
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| | [#Back To Top] |
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| | h4. Importing Custom Tables for Interactions |
| | * [Preparing Custom Tables for Importing Interactions] |
| | * [Importing Custom Tables into Metrix] |
| | * [Building Complex Custom Interactions with Existing Data] |
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| | [#Back To Top] |
| | |
| | h3. Working with Forms for Custom Tables |
| | * [Customizing Forms for Custom Interactions] |
| | * [Customizing a Form to Show Multiple Interaction Records] |
| | * [Customizing a Single Form to Display Multiple Interactions] |
| | * [Customizing a Form to Show Data from Parent-Child Custom Tables] |
| | |
| | [#Back To Top] |
| | |
| | h3. Editing Custom Tables |
| | * [Adding a Column to an Existing Custom Table_] |
| | * [Adding a Look-up Table for an Existing Custom Table] |
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| | [#Back To Top] |
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| | h2. Migrating Data into Metrix |
| | {info:title=Tip}Before importing data into Metrix, watch the [Data Import Webinar|Dev:Video -- Data Import Webinar] instructional video, which goes over best practices for importing data.{info} |
| | * [Introduction to Data Migration] |
| | * [Data Migration Process] |
| | * [Preparing Data for Import] |
| | * [Importing Standard Data] |
| | * [Importing Custom Tables into Metrix] |
| | * [Importing Custom Data] |
| | * [Importing Value Lists] |
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| | [#Back To Top] |
| | |
| | h2. Filtering, Querying, and Reporting in Metrix |
| | * [Filters, Queries, and Reports] |
| | ** [Filters] |
| | ** [Queries_] |
| | ** [Reports] |
| | |
| | [#Back To Top] |
