Intelligent Advisor Migration Workshop

Background:

This seminar introduces trainees to a complete, hands-on view of the Oracle Policy Automation 12 environment and the key points of Intelligent Advisor Migration from 10 to 12. Exercises and presentations detail the differences between the Intelligent Advisor 10 and 12 platforms. The duration depends on the level of detail and interaction required by the customer. Extra content specific to the customer can of course be included by agreement.

Prerequisites:

The seminar assumes no knowledge of Intelligent Advisor 12. Knowledge of Oracle Policy Automation 10 is assumed (either as a Project Manager, Rule Designer or Developer).

Environment:

The target environment for this seminar is Intelligent Advisor 12 latest available version. Oracle Policy Automation 10 is also installed on this environment.

Intelligent Advisor Migration Class Content:

1. Introduction to Oracle Intelligent Advisor
2. Intelligent Advisor : Architecture Comparison (Server Components, Client Components, Tools)
3. Oracle Policy Modelling : Basic Principles of User Experience (Interview Changes Overview)
4. Oracle Policy Modelling: Attributes and Data Types in OIA 12 (Rule Composition, Entities and Relationships)
5. Oracle Policy Modelling:  Using Functions (Syntax Changes and New Functions)
6. Oracle Policy Modelling:  Interviews (Understanding Architecture and Extensions)
7. Intelligent Advisor :  User Roles and Workspaces (Users, API Clients, Permissions)
8. Intelligent Advisor :  About the Hub Application (Overview of Development Process)
9. Oracle Policy Modelling:  Repository Uploads & Downloads (Branches, Copies, Version Control)
10. Intelligent Advisor : Shared Content and Reference Data (Inclusions, Decision Services, Custom Functions)
11. Intelligent Advisor : Deployments & Activation (Channels, Endpoints, Quota, Statistics)
12. Intelligent Advisor :  Testing Deployments using OIA 12 (Testing and Test Automation API)
13. Oracle Policy Modelling:  RTF and PDF Form Design in OIA 12 (Publisher Desktop Tools)
14. Oracle Policy Modelling:  Advanced Controls and Styling in OIA 12 (Signature, Explanation, Images, Containers etc)
15. Oracle Policy Modelling: Connections and Data Mapping (Architecture of the Connectivity Layer)
16. Intelligent Advisor : Web Services and REST Services (Access Control, Format)
17. Intelligent Advisor : OPM Migrate and other Command Line Tools (Automation)
18. Oracle Policy Modelling: Interview Embedding, Pre-seeding (Interview Deployment)
19. Migration : Rule Documents and Syntax Changes
20. Migration : Data Review Screens Removal
21. Migration : Commentary Removal
22. Migration : Screen Flows Removal
23. Migration : Screen Visibility Changes
24. Migration : Event Rules Removal
25. Migration : Test Cases Migration
26. Migration : Decision Services
27. Summary

Materials

The course materials provided are copies of all slides used, plus a copy of the best-selling Intelligent Advisor book the Consultants Guide to Intelligent Advisor.