"With the increasing complexity of the natural gas procurement process and the uncertainties associated with predicting demand, we needed a software solution that would more effectively support our operations. The software's complete documentation of gas trading activities and audits of procurement process were critical factors in its selection."

Seminole Electric Cooperative

Allegro University Course Catalog PDF Print E-mail

Allegro University leverages professionally created presentations with integrated hands-on exercises in it's training courses, resulting in courses which are engaging and enhance the learning experience. Please select a course from the list below to learn more about it.

Bulk Commodities

BC201 Contract
This course is designed to be the first course a bulk commodity professional should take. Participants will first learn how to navigate the Allegro UI as well as how to use the Contracts component to capture and manage all bulk commodity contract-related information throughout the entire contract management lifecycle.  Participants will learn how to:
  • Navigate the Allegro Application
  • Create counterparties
  • Create contracts
  • Perform contract approvals
  • Manage contract changes and amendments
  • Configure key contract parameters
Duration: 70 minutes
BC202 Price

This course explains the setup and use of index pricing including composite indexes.   After completing this course, the participant will be able to:

  • Capture current, forward, posting indices
  • Define price levels (avg, high, low, prompt, deliv, settle and posted)
  • Capture price values
  • Capture complex pricing structures using composites
Duration: 20 minutes
BC203 Trade Execution

This course will give participants the knowledge and skills they need to manage all their bulk commodity deals using the Trades Execution component.  After completing this course, participants will be able to:

  • Define the bulk commodity specific attributes of the Trade Execution view
  • Capture a bulk commodities trades
  • Capture deals with event based pricing
  • Define and capture product qualities
  • Calculate premium and penalty adjustments
  • Perform trade approvals and generate trade confirmation
Duration: 50 minutes
BC301 Vessel

In the Vessels class, participants will be provided an overview of scheduling, shipment and actualization for bulk commodities transported on a vessel.   After completing this course, participants will be able to:

  • Configure vessel parameters
  • Understand scheduling and shipment views
  • Create vessel shipments – position to position
  • Create FOB shipments
  • Add fees to shipments
  • Capture vessel actuals
Duration: 50 minutes
BC302 Barge

Participants will be trained on how to schedule, ship and actualize bulk commodities shipped via barge.  After completing this course, participants will be able to:

  • Configure barge parameters
  • Understand scheduling and shipment views
  • Create vessel shipments – position to position
    • Inventory to position
    • Inventory to inventory
  • Create barge actuals
Duration: 65 minutes
BC303 Rail

Participants learn how to the use the Rail component to create schedules and manage rail shipments. At the completion of this class, participants will learn how to:

  • Configure rail parameters
  • Create and manage rail shipments
    • Pile to sell
    • Buy to sell
    • Buy to inventory
  • Capture rail actuals
  • Capture event based pricing
Duration: 65 minutes
BC304 Truck

The Allegro Truck allows users to manage and path scheduling and transportation for bulk commodities shipped by truck.  Upon completion, participants will be able to:

  • Configure truck parameters
  • Perform truck scheduling and shipments
    • Inventory to sale
    • Buy to inventory
    • Buy to sell
  • Capture truck actuals
Duration: 55 minutes
BC401 Settlement

This course provides an overview of how to accurately settle and invoice bulk commodity transactions. Participants learn how to:

  • Setup Settlement parameters
  • Validate and confirm settlement records
  • Generate and analyze accruals and create tax rates
  • Manage and monitor receipt and payment of vendor invoices
  • Receive customer invoices and to path outstanding balance
Duration: 90 minutes

Derivatives

DV201 Contracts

In this course, participants will first learn how to navigate the Allegro UI as well as how to use the Contracts component to capture and manage all contract-related information pertaining to derivatives.  Participants will learn how to:

  • Navigate the Allegro Application
  • Create counterparties
  • Create contracts
  • Perform contract approvals
  • Manage contract changes and amendments
  • Configure key contract parameters
Duration: 70 minutes
DV203 Trade Execution: Futures and Options

This course will give participants the knowledge and skills they need to manage exchange futures and options transactions.  Participants will learn how to:

  • Configure trade execution parameters for derivatives
  • Leverage trade templates for derivative deals
  • Capture futures trades
    • Crude oil futures
    • Nymex NG and CBOT
    • Setting position frequencies
  • Capture option trades
    • Option positions
    • Exchange based option
    • Option expiration
Duration: 90 minutes
DV301 Currency

In this course participants will learn how to setup currencies and interest rates and gain an understanding of how Allegro is used to manage currency exchange related activities.   At the completion of this course, participants will be able to:

  • Configure currency parameters
    • Create interest indexes
    • Configure a currency
    • Configure maturities
  • Capture currency exchange rates (forward and spot)
  • Capturing interest rates
  • Capture currency volatilities
Duration: 20 minutes
DV401 Exchange Based Futures Settlement - Derivatives
In this course, participants will learn how to settle derivative transactions.  Upon the completion of this course, participants will be able to:
  • Configure derivatives settlement parameters including:
    • account codes
    • fee types
    • contract types
    • brokers (brokers, broker accounts, exchange brokers)
  • Settle, close and accrue exchange based futures contracts
    • perform settlement validation
    • close positions using Futures Match
    • re-open futures positions using Un-Match
    • generate margin settlement
    • generate M2M accruals

Duration: 30 minutes

DV411 Hedge

In this course participants will learn how to utilize the Hedge component for the management of hedging activities. At the completion of this course, participants will be able to:

  • Define hedge financial data elements
  • Capture a hedge definition
  • Create hedge positions
  • Generate regression testing
  • Create and evaluate hedge analysis
  • Evaluate prospective, CDO and retrospective data
  • Create accruals for hedge transactions
  • Generate hedge compliance reports (157/161)

Version: 8.1
Duration:
45 minutes

Exploration and Production

EP201 Property

The purpose of this course is to provide participants with an overview of how the Allegro Property component is used to manage oil and gas producing properties and division orders.  Participants will learn how to:

  • Configure property parameters
  • Define lease gathering structures (points, locations, production meters)
  • Capture energy factors
  • Define marketing arrangements
  • Create division orders
  • Generate production forecasts and positions
  • Perform interest owner conveyances
Version: 8.1
Duration: 130 minutes
EP202 Equity Production

In this class, participants will learn how the Equity Production components is used to manage the marketing of oil and gas production, including volumetric forecasts, nominations, balancing, measurement, and variance analysis.  The course includes hands-on practice exercises the provide participants with practice capturing production forecasts and estimates, creating nominations and capturing operator actual. Participants will learn how to:

  • Balance working interest owners
  • Perform nominations
  • Utilize streaming functionality
  • Review and evaluate production positions
  • Generate shipper notifications
  • Capture production meter measurements
  • Make nomination adjustments
  • Capture and allocate operator actuals
Version: 8.1
Duration: 125 minutes
EP203 Trade Execution

This course will give participants the knowledge and skills they need to capture deals for the purchase or sale of wellhead oil or gas. Participants will learn:

  • Capture wellhead purchases
  • Capture wellhead sales
Duration: 20 minutes
EP403 Revenue

In this class, participants will learn about the Revenue component and how it is by oil and gas producers and first purchasers to distribute revenue. After completing this course, participants will be able to:

  • Configure revenue parameters
  • Configure property taxes (jurisdictions and tax rates)
  • Configure revenue division orders
  • Define revenue suspense processing
  • Capture, distribute and disburse revenue payments
  • Generate regulatory reports
  • Escheat suspended funds
Duration: 80 minutes

Natural Gas

NG201 Contract

In this course, is designed to be the first course a natural gas professional should take. Participants will first learn how to navigate the Allegro UI as well as how to use the Contracts component to capture and manage all natural gas contract-related information throughout the entire contract management lifecycle. Participants will learn how to:

  • Navigate the Allegro Application
  • Create counterparties
  • Create contracts
  • Perform contract approvals
  • Manage contract changes and amendments
  • Configure key contract parameters
Duration: 70 minutes
NG202 Price

This course explains the setup and use of index pricing including composite indexes. After completing this course, the participant will be able to:

  • Capture a price index
  • Capture price values for
    • Current indexes
    • Forward indexes
    • Option indexes
  • Configure a composite index
  • Configure an index for services
Duration: 25 minutes
NG203 Trade Execution

This course will give participants the knowledge and skills they need to capture natural gas deals. Participants will learn how to:

  • Capture physical gas deals
  • Approve, confirm and generate confirmation for a trade
  • Capture a gas retail trade
  • Capture a option trade
  • Capture a transmission reservation trade
  • Configure trade parameters
Duration: 80 minutes
NG301 Natural Gas

This course provides participants with the skills necessary to set up transmission pipelines, points, interconnects, and transportation services, fees, losses and rates. In addition, Schedulers will learn how to match supply and market transactions as well as make physical movements of gas. Schedulers will learn how to manage imbalances, actualize volumes and analyze counterparty performance via comparative position reports. After completing this course, participants will be able to:

  • Configure natural gas pipeline parameters
  • Create natural gas pipelines
  • Assign pipeline services and rates
  • Create a service contract
  • Create an imbalance contract
  • Perform gas scheduling
  • Non-inventory to non-inventory
  • Non-inventory to inventory
  • Use the copy count feature
  • Capture pipeline confirmations
  • Calculate imbalances
  • Utilize gas storage functionality
Duration: 80 minutes
NG302 LNG

In this course, participants will learn how to configure the Allegro LNG component, capture plant details, define process scheduling and capture LNG actuals. After completing this course, participants will be able to:

  • Configure LNG parameters
  • Configure LNG plants
  • Capture LNG process schedules
  • Perform LNG process scheduling
  • Capture LNG actuals
Duration: 15 minutes
NG303 Natural Gas Retail

Retail component to support natural gas retail operations for forecasting, sales, usage measurement, allocation, and balancing. Participants will learn how to:

  • Configure gas retail parameters
  • Capture and manage weather consumption
  • Manage demand forecasts
  • Manage imbalances
Duration: 25 minutes
NG304 FERC Connect

This course teaches the participants how to use the FERC Connect component to comply with annual FERC Form 552 Reporting requirements. In this course, participants will learn how to:

  • Configure FERC Connect parameters
  • Utilize the FERC 552 View
  • Complete the FERC 552 Form
Version: 8.1
Duration: 15 minutes
NG401 Settlement

This course provides an overview of how to accurately settle and invoice natural gas transactions. Participants learn how to

  • Setup Settlement parameters
  • Validate and confirm settlement records
  • Generate and analyze accruals and create tax rates
  • Manage and monitor receipt and payment of vendor invoices
  • Receive customer invoices and to path outstanding balances
Duration: 90 minutes

Petroleum

PE201 Contract

In this course, is designed to be the first course a Petroleum professional should take.   Participants will first learn how to navigate the Allegro UI as well as how to use the Contracts component to capture and manage all petroleum contract-related information throughout the entire contract management lifecycle.  Participants will learn how to:

  • Navigate the Allegro Application
  • Create counterparties
  • Create contracts
  • Perform contract approvals
  • Manage contract changes and amendments
  • Configure key contract parameters
Duration: 70 minutes
PE202 Price

This course explains the setup and use of index pricing including composite indexes.   After completing this course, the participant will be able to:

  • Capture current, forward, posting, compositie and service indexes
  • Define price levels (avg, high, low, prompt, deliv, settle and posted)
  • Utilize time periods and pricing events
  • Configure tiered pricing
  • Configure price structures for component pricing
  • Capture fee (tiered, mix/max quantity, and provisional)
Duration: 50 minutes
PE203 Trade Execution

This course will give participants the knowledge and skills they need to capture petroleum deals.  Participants will learn how to capture

  • Cargo trades
  • Crude oil wellhead
  • Component
  • Evergreen
  • Bridging
  • Physical exchanges
  • Internal trades
Duration: 75 minutes
PE301 Vessel

In the Vessels class, participants will be provided an overview of scheduling, shipment and actualization for petroleum transported on a vessel.   After completing this course, participants will be able to:

  • Configure vessel parameters
  • Create vessel shipments
    • Buy to sell
    • Buy to Inventory
    • Inventory to Sell
    • Inventory to Inventory
    • FOB
    • Bookouts
  • Maintain vessel events
    • Capture vessel event
    • Capture event based pricing
    • Capture vessel documents
  • Add fees to shipments
  • Capture vessel actuals
  • Evaluate physical position reports
    • Physical inventory
    • Comparative physical position
    • Physical trader position
Duration: 110 minutes
PE302 Barge

Participants will be trained on how to schedule, ship and actualize petroleum shipped via barge.  After completing this course, participants will be able to:

  • Configure barge parameters
  • Create and manage barge shipments
    • Buy to inventory
    • Inventory to sell
    • Inventory to inventory
    • Buy to sell
    • FOB shipments
    • Create a bookout
  • Maintain barge events
    • Capture barge event
    • Capture event based pricing
    • Capture barge documents
  • Add fees to shipments
  • Capture barge actuals
  • Evaluate physical position reports
    • Physical inventory
    • Comparative physical position
    • Physcial trader position
Duration: 100 minutes
PE303 Rail

Participants learn how to the use the Rail component to create schedules and manage rail shipments. Participants will learn how to:

  • Configure rail parameters
  • Create and manage rail shipments
    • Buy to inventory
    • Inventory to sell
    • Inventory to inventory
    • Buy to sell
  • Add fees to shipments
  • Capture rail actual
  • Capture event based pricing
  • Capture shipment documents and remarks
  • Evaluate physical position reports
Duration: 90 minutes
PE304 Truck

Participants learn to manage and path scheduling and transportation for NGLs, crude oil and refined products shipped by truck.  Upon completion, participants will be able to:

  • Configure truck parameters
  • Perform truck scheduling
    • Buy to inventory
    • Inventory to sell
    • Inventory to inventory
    • Buy to sell
  • Creating a truck shipment
  • Utilize bridging trades
  • Capture truck actual
  • Capture truck qualities
  • Capture truck fees
  • Capture event based pricing
  • Capture shipment documents and remarks
  • Evaluate physical position reports
Duration: 85 minutes
PE305 Pipeline

Participants learn how to schedule, transport and actualize petroleum products moved by pipeline. After completing this course, participants will be able to:

  • Configure pipeline parameters
  • Perform pipeline scheduling
    • Buy to inventory
    • Inventory to sell
  • Create bookouts
  • Utilize pipeline cycles
  • Create shipments using alternative locations, distribution and custody chain
  • Capture pipeline actuals
  • Capture pipeline qualities
  • Capture event based pricing
  • Capture shipment documents and remarks
  • Evaluate physical position reports
Duration: 80 minutes
PE305.1 Pipeline

This course will provide training in the functionality added to the Pipeline component in 8.1. After completing this course, participants will be able to:

  • Automate pipeline shipments
  • Automate lease gathering costs
  • Define tariff rates by product and product type
  • Manage and report on batch shipments
Version: 8.1
Duration: 30 minutes
PE306 Fractionation

In this course, participants will learn how to:

  • Configure fractionation parameters
  • Create fractionation shipments
  • Capture actual and allocate to positions
  • Capture associated fractionation fees
  • Review and evaluate physical position reports
Version: 8.1
Duration: 50 minutes
PE307 Blending
This course will provide instruction on the use of the Allegro Blending component.  In this course, participants will learn how to:
  • Describe the usage of the Blending business processes
  • Configure blending parameters
  • Execute blending processes including
    • Creating run out schedules
    • Actualization
    • Capturing measurement fees
  • Calculate diluent requirements for blending heavy Canadian crude
Version: 8.1
Duration: 75 minutes
PE401 Settlement

This course provides an overview of how to accurately settle and invoice petroleum transactions. Participants learn how to

  • Setup Settlement parameters
  • Validate and confirm settlement records
  • Generate and analyze accruals and create tax rates
  • Manage and monitor receipt and payment of vendor invoices
  • Receive customer invoices and to path outstanding balances
Duration: 90 minutes
PE402 Net Valuation

This course provides instruction on how to use the Net Valuation component to optimize the supply chain by analyzing profitability when moving petroleum commodities from supply to the market (and vice versa).  Participants will learn how to

  • Configure Net Valuation parameters
  • Configure ‘products’ to support net valuation processing
  • Include or exclude fees from net valuation calculations
  • Initiate net valuation calculations
  • Review and analyze Inventory Valuation and Net Back results
  • Review and analyze Sales and Supply Margin reports

Duration: 75 minutes

Power

PW201 Contract

In this course, is designed to be the first course a Power professional should take.   Participants will first learn how to navigate the Allegro UI as well as how to use the Contracts component to capture and manage all power contract-related information throughout the entire contract management lifecycle.  Participants will learn how to:

  • Navigate the Allegro Application
  • Create counterparties
  • Create contracts
  • Perform contract approvals
  • Manage contract changes and amendments
  • Configure key contract parameters
Duration: 70 minutes
PW202 Price

This course explains the setup and use of index pricing including composite indexes.   After completing this course, the participant will be able to:

  • Create a price index
  • Identify key power related price index attributes
  • Capture price values for indexes capturing prices at a hourly, half-hourly or quarter-hourly frequency
  • Create a price composite index
Duration: 30 minutes
PW203 Trade Execution

This course will give participants the knowledge and skills they need to capture power deals.  Participants will learn how to:

  • Identify power specific elements on the Trade Execution view
  • Setup and capture physical & financial trades
  • Configure load shaped deals
  • Capture transmission deals
  • Approve trades
  • Generate, submit and confirm trades
Duration: 60 minutes
PW301 Generation

In this course, participants will learn how to use Allegro’s Generation component to configure generating plants and units, dispatch generating units to meet desired volumes and capture generation resource transactions. After completing this course, participants will be able to:

  • Capture generation transactions
  • Configure generation plants
  • Configure generating units
  • Generate generation unit economic dispatch
  • Capture generation resource trades
  • Capture trades based on unit contingencies
Duration: 45 minutes
PW302 Power

This course provides participants with the skills necessary to configure power referential data including power regions, control areas, points, time blocks and transmission parameters. After completing this course, participants will be able to:

  • Configure power parameters
  • Capture power trades
  • Capture load shaped trades
  • Capture transmission trades
  • Perform power scheduling
  • Linking and adjusting power positions
  • Create and manage power schedules
  • Balance pool positions
  • Valuate physical power positions
  • Capture actual power measurements and allocate to positions
Duration: 175 minutes
PW302.1 Power

This course provides participants with the skills necessary to configure power referential data including power regions, control areas, points, time blocks and transmission parameters. After completing this course, participants will be able to:

  • Configure power parameters
  • Capture power trades
  • Capture load shaped trades
  • Capture transmission trades
  • Perform power scheduling
  • Linking and adjusting power positions
  • Create and manage power schedules
  • Balance pool positions
  • Valuate physical power positions
  • Capture actual power measurements and allocate to positions

Version: 8.1
Duration:
175 minutes

PW303 Retail Power

Participants will learn how to use the Power Retail component to support power retail operations for demand forecasting, sales, usage measurement, allocation, and balancing. After completing this course, participants will be able to:

  • Configure Allegro Power Retail parameters
  • Review, add and edit retail power demand usage
  • Create short and long term demand forecasts
  • Review and evaluate power management
  • Review and refine historical forecasts
Duration: 60 minutes
PW304 FERC Connect

This course teaches the public utility and power marketers how to use FERC Connect component to create the US Federal Energy Regulatory Commission (FERC) EQR Report. After completing this course, participants will be able to:

  • Configure Allegro for FERC EQR reporting
  • Perform EQR business processes including
  • Create the EQR statement
  • Create the EQR CSV file
  • Submit the EQR to the FERC
  • Modify a previously submitted EQR
Version: 8.1
Duration: 30 minutes
PW305 Emissions

This course is designed to teach the participant how to use the Emissions component to capture, review and manage emissions and renewable energy trades. After completing this course, participants will be able to:

  • Configure the Emissions component
  • Capture emission and renewable trades
  • Review emissions and renewable trade due dates
  • Manage physical generation and demand positions
  • Edit, update and manage positions
  • Evaluate position reports
  • Actualize energy measurements
  • Reconcile compliance requirements
Version: 8.1
Duration: 115 minutes
PW312 NETA Connect

This course will provide the participant the knowledge to use the NETA Connect component to interface with NETA. Participants will learn how to:

  • Configure NETA Connect
  • Create NETA market bilateral trades
  • Notify NETA energy contract volumes
  • Receive NETA ECVN acknowledgement and rejection and market reports,
  • Synchronize Allegro positions to NETA volumes
  • Process NETA volume disputes.
Duration: 55 minutes
PW401 Settlement

This course provides an overview of how to accurately settle and invoice power transactions. Participants learn how to:

  • Setup Settlement parameters
  • Validate and confirm settlement records
  • Generate and analyze accruals and create tax rates
  • Manage and monitor receipt and payment of vendor invoices
  • Receive customer invoices and to path outstanding balances
Duration: 90 minutes

Risk Management

RM201 Price: Forward Curves

The purpose of this course is to provide the participants with the knowledge and skills necessary to configure position valuations. After completing this course, the participant will be able to:

  • Configure a forward curve
  • Configure currencies
  • Configure interest rates
  • Configure and calculate volatilities and correlation
Duration: 80 minutes
RM202 Positions: Valuation & Disaggregation

The purpose of this course is to provide the participant with the knowledge and skills necessary to configure portfolio valuations. After completing this course, the participant will be able to:

  • Configure valuation modes and valuation segments
  • Configure valuation segments for optimal performance
  • Utilize multiple valuation modes for reporting
  • Manually invoke a valuation using the Process Manager
Duration: 35 minutes
RM301 Position: Mark to Market

The purpose of this course is to provide the participant with the knowledge and skills necessary to review and analyze the results of a position valuation. After completing this course, the participant will be able to:

  • Utilize Allegro’s Mark-to-Market reports (views)
  • Generate ad-hoc M2M on a trade
Duration: 20 minutes
RM302 Position: Exposure

The purpose of this course is to provide the participant with the knowledge and skills necessary to configure, review and evaluate position exposure. Participants will learn how to:

  • Configure position reports for view exposure
  • Perform value-at-risk (VaR) calculations
  • Interpret VaR reporting
Duration: 20 minutes
RM401 Credit

Credit risk management has become an essential component of business success.  In this course, participants will learn how to use Allegro’s credit module to evaluate your company’s exposure to counterparty credit risk. Participants will learn how to:

  • Understand the basics of credit risk management
  • Configure Credit parameters
  • Configure counterparty with credit limits and assign collateral
  • Evaluate credit exposure reports
  • Capture elements required for completion of the S&P Liquidity report
Version: 8.1
Duration: 45 minutes
RM402 Simulation

In this course, participants will learn how to “stress” their portfolio by simulating adjustments (up and down) to various parameters impacting position and market value.   Participants will learn how to generate “on-the-fly” simulations as well as how to configure and reuse simulations.

Duration: 15 minutes

System Administration

SA202 Grid Configuration

In this course, participants will learn how to use the Server Manager to configure an Allegro grid. Topics will include:

  • Defining the Allegro “grid”
  • Define the term “background process”
  • Configuring one or more application servers as the “grid”
  • Monitoring grid server activity
  • Performing grid server updates (deploying new Allegro release)
  • Reviewing and evaluating the grid log
  • Using Grid scheduler to automate process execution
Duration: 45 minutes
SA203 Security and Permissions

The Allegro architecture provides powerful features to allow the system administrator to secure the Allegro application. After completing this course, participants will be able to:

  • Apply an Allegro license key
  • Add new users
  • Create security groups and assign users
  • Define security at various levels including
    • View/function level
    • Table level
    • Column level
  • Apply criteria to restrict data access capabilities
  • Configure an approval process
Duration: 25 minutes
SA204 Process Manager and Real Time Valuations

After completing this course, participants will be able to use the Process Manager to:

  • Manually invoke position valuations
  • Schedule portfolio valuations using the Grid Scheduler
  • Define the difference between Summation and Incremental valuations
  • Configure the grid for real-time valuations
Duration: 35 minutes
SA212 Price Connect

In this course, participants will learn how to configure Price Connect to download market data from data aggregators including LIM and Global View, data reporting services such as Platts. After completing this course, participants will be able to:

  • Identify the data providers and aggregators supported by Price Connect (LIM, GlobalView, Bloomberg
  • Define the supported types of market data
  • Cross reference the data type supported by the various data providers/aggregators
  • Configure required parameters per vendor
  • Process data import per vendor
Version: 8.1
Duration: 90 minutes
SA212 Exchange Connect

In this course, participants will learn how to configure Exchange Connect to view, execute and download transactions from ICE and exchanges utilizing Trading Technologies. (Currently only covers ICE.) After completing this course, participants will be able to:

  • Identify required information to configure ICE
  • Configure Allegro to interface with ICE
  • View downloaded ICE deals
  • Correct and re-process downloaded ICE deals
  • Configure automatic parameter downloads from ICE using the Grid Scheduler
Duration: 30 minutes
SA220.1 Credit Connect

In this course, participants will learn how to use CreditConnect to import credit rating and fundamental details from the Securities Information Retrieval Service (SIRS™) from vendor Interactive Data.  RM401 Credit and SA202 Grid Configuration are prerequisite courses.  After completing this course, participants will be able to:

  • Describe the connectivity between Allegro and (SIRS™)
  • Configure CreditConnect to import credit rating and fundamental data
  • Post a request to SIRS™ for downloads
  • Import requested data from SIRS™
  • Configure automatic imports using the Grid Scheduler.

 

Version: 8.1
Duration:
30 minutes

SA301 Extensions: Data Model

Participants will learn how to leverage the power of the Allegro architecture by extending the data model to capture customer specific information. After completing this course, participants will be able to:

  • Add a new table
  • Add columns to a table
  • Add foreign keys / data constraints
  • Create secondary, non-unique database indexes
  • Apply data model changes via the DB Sync process
  • Utilize database objects (i.e. database views/joins)
Duration: 25 minutes
SA302 Extensions: Visual Mode

Participants will learn how to leverage the power of the Allegro architecture by extending the visual model. After completing this course, participants will be able to:

  • Create new data views
  • Add new data panes to views
  • Add columns to panes
  • Default the visual model
  • Import and export the visual model
  • Configuring parent/child view relationship
  • Configuring user and System views
  • Configuring view templates
Duration: 100 minutes
SA303 Extensions: Messaging

Participants will learn how to create Allegro extensions using Messaging. After completing this course, participants will be able to:

  • Create message event classes
  • Generate event-based messages
  • Schedule messages via the Grid Scheduler
  • Configure “post event” procedures
  • Identify message recipients
  • Review and evaluate the message log
Duration: 45 minutes
SA305 Extensions: Connect

Participants will learn how to create Allegro extensions using Connect.  After completing this course, participants will be able to:

  • Configure a connection dataset
  • Configure a data source (for import or export)
  • Build Connect procedures to
    • Import data into Allegro
    • Export data from Allegro
    • Invoke Allegro web services
Duration: 45 minutes
SA307 Extensions: Class Events

Participants will learn how to create Allegro extensions using Class Events.  After completing this course, participants will be able to:

  • Distinguish the various types of “events” in Allegro
  • Define how and when class events can be used.
  • Configure class events (3 exercises with the required code provided)

Duration: 30 minutes

SA401 Data Model: Natural Gas

Participants will learn the underlying  data structure and table relationships for business process involving natural gas which include:

  • Natural gas marketing
  • Natural gas retail
  • Liquefied Natural Gas (LNG)
Duration: 15 minutes
SA402 Data Model: Physical Logistics

Participants will learn the underlying data structure and table relationships for physical (petroleum) and bulk commodity (grains, metals, etc.) logistics.

Duration: 20 minutes

SA403 Data Model: Valuation

Participants will learn the underlying data structure and table relationships for valuation. Also covered:

  • Valuation views
  • Extending the data model for new valuation data attributes
  • How valuation data is referenced downstream of the valuation process
Duration: 35 minutes
SA404 Data Model: Power & Generation

Participants will learn the underlying data structure and table relationships for:

  • Power
  • Power Generation
Duration: 15 minutes
SA405 Data Model: Settlement & Fees

Participants will learn the underlying data structure and table relationships for settlement and accounting processes. Course content includes an overview of how settlement data flows through to accounting as well as defining the data structures for:

  • Fees
  • Financial tables
Duration: 35 minutes
SA406 Data Model: Workflow

Participants will learn the underlying data structure and table relationships for Connect and Messaging. Course content includes covers:

  • Connect
  • Messaging
  • Grid related processing
Duration: 20 minutes
SA411 Performance and Tuning

Participants will learn key steps involved in dealing with tuning the performance of Allegro. Course content includes:

  • Recognizing key areas of tuning
  • Understanding the Allegro architecture
  • Understanding the Allegro user interface (UI)
  • Performing SQL tuning (structure)
  • Performing database tuning  (query profiling)
Duration: 45 minutes