Services

Backbase Training Services

Backbase has training courses tailored to each module and user profile for Backbase Portal Suite: front-end, back-end, portal management, user experience, CMS and Forms.

 

Training

Training courses are provided for each product in the Backbase Suite. All of our courses are led by an instructor and include hands-on exercises allowing you to learn and directly put your knowledge into practice. The instructor is there to answer your questions along the way.

Standard and tailored courses

Backbase provides a number of courses ranging from standard to more tailored to your needs. A tailored course is made specifically for you based on your unique project and business situation. Please contact us and we'll help you decide which option is best for you.

Contact us for more information on our training services

Backbase Portal Front-End Training

The Backbase Portal Front-End Training teaches you how to implement front-end portal configurations and customizations.

Duration: 3 days
Audience: Front-end developers interested in implementing Backbase Portal.
Prerequisites: Experience with developing standard web applications focusing on front-end. Technologies mostly used: Javascript, HTML, CSS, XML, XSLT

Course Overview:

  • Technical & Functional Product Suite Overview
  • Development environment and foundation
  • Portal Client Model
  • Widget definition
  • Managing the Portal Model via the Portal Admin
  • Portal branding and layout
  • Personalization customizations
  • Portal Client APIs
  • Widget Development Patterns
  • Working with the Portal Integration Service (jsp, xml, json)
  • Inter(widget) communication
  • Rendering Optimizations (Portal Rendering Service, Progressive HTML Enhancement)
  • Navigation & portal state
  • Performance optimization
  • SEO
  • Localization
  • Using jQuery
  • Mobile devices


Backbase Portal Back-End Training

The Backbase Portal Back-End training teaches you how to implement back-end portal configurations and customizations.

Duration: 3 days
Audience: Java developers interested in implementing Backbase Portal.
Prerequisites: Experience with developing application using Java web frameworks. Technologies mostly used: Java, Maven, Spring, Servlets

Course Overview:

  • Technical & Functional Product Suite Overview
  • Portal Environment Setup
  • Integration of the security services, authentication, SSO, etc.
  • Integration with SOAP Services
  • Integration with REST Services
  • Integration with (X)HTML Applications
  • Integration & Error Handling
  • Integrating content sources and CMS's (including Backbase CMS)
  • Developing Widgets based on MVC Java Frameworks
  • Personalization Service Customizations
  • Rendering Service configuration and customization (SSR, Navigation Rules)
  • Deployment architecture
  • Multi- (and mobile) device support


Backbase Portal Manager Training

The Backbase Portal Manager training teaches you how to configure and maintain a Backbase Portal implementation.

Duration: 0.5 days
Audience: Portal Managers (business users)
Prerequisites: Basic website management (portal or CMS) and understanding of release management will be a prerequisite

Course Overview:

  • Understanding the Backbase Portal Model
  • Portal Page
  • Containers
  • Widgets
  • Catalog
  • Registering Widgets in the Portal
  • Defining Portal Templates
  • Understanding Layouts
  • Defining widget catalog
  • Personalization & Template Changes Propagation
  • Role-based Configuration
  • Moving from Acceptance to Production Environments


Backbase Portal UX Training

The Backbase Portal UX training teaches you how to design for a Backbase Portal project.

Duration: 1 day
Audience: User Interaction Designers
Prerequisites: Experience with user experience design and interaction design.

Course Overview:

  • Overview of UX-related Portal Features
  • Understanding the Portal Model
  • Understanding Layout options
  • Branding
  • Analysis of several Use Cases
  • Going about with multiple devices
  • Portal UX applied in banking


Backbase CMS Editing Training

The Backbase CMS Editing training teaches you how use Backbase CMS to populate a Backbase Portal implementation with content.

Duration: 0.5 days
Audience: Content & Portal Managers
Prerequisites: Experience with Content Management Systems will be an advantage

Course Overview:

  • Configuring the Backbase CMS (Sites & members)
  • Document types & content creation
  • Aspects
  • Workflow
  • Publishing & unpublishing content
  • Updating published content
  • Working with WebDav
  • Collections


Backbase Forms Training

The Backbase Forms Training training teaches you how to define Forms driven by business rules using Backbase Forms.

Duration: 2 days basic + 2 days advanced
Audience: Forms Managers (information/business analysts)
Prerequisites: Information Architecture experience, understanding of entity relationship models.

Course Overview:

  • Introduction key concepts and tools (Forms Designer, Forms Composer and Forms Engine)
  • Projects, modules and version management
  • Define a Domain model
  • Form page composition
  • Field Dependencies
  • Validation rules
  • Defining page flows
  • Business logic, rules, decision tables and decision trees
  • Testing and publishing

Contact us for more information on our training services

 

Request Training

Backbase hosts training sessions on a monthly basis. Please contact your Backbase account manager or use the request training button to schedule the training.

 

OnSite Training

We offer onsite training (in your office) courses all over the world.