Follow Up on Aderant-Specific SQL Training by Swerdlove

Fellow AEUCers (AEUCites),

I've been hearing from quite a few firms and I'm nailing down the focus and structure of the promised Aderant-Specific SQL Training by Swerdlove. Particularly, thre seems to be a need for two primary participant types: the business analyst who wants to pick up both the SQL query language and a solid grounding in the Aderant tables; and the IT-technical types who already have a strong background in SQL but no background in the Aderant data structure – and, often not a lot of law firm accounting background.

In both situations, I'm still thinking that we would meet for five consecutive days, but 90 minutes per day (rather than an hour), keep the class-size down to 15 individuals maximum, for a tuition of $450 for the first student; $400 for additional seats.

All participants should make sure they have access to their own firm TEST database and Microsoft SQL Server Management Studio (SSMS) in order to work along with me, but on their own firm data.  This might mean making arrangements with your in house IT Dept and might take a while to put into place.  Dual monitors are extremely helpful to follow along on Zoom and work independently with SSMS and Expert.

As we head into summer, I'm very interested in hearing what everybody's availability is, whether we should target the month of August or whether there would be too many people on vacation.

Here are my two syllabi – the first for the business analyst and the second for the IT member.

Expert Tables and SQL for Business Analysts (SELECT)

• Basic SQL syntax ("SQL 101")

oSQL92 joins

oVerbose (INNER JOIN, UNION ALL) vs simple formatting

• Basic Aderant table organization (“Where’s the data?”)

• SQL Next Steps (“SQL 102”) and Expert SQL Log analysis

• Understanding Aderant + SQL relational database concepts (keys, joins and groupings)

oUNOs vs Codes

oPhantom UNOs 

• Tips/Tricks

oCMS Data Dictionary:

CMS_DD_COLUMN 

CMS_DD_TABLE

oCMS Classic SQL Log

Running it (CTRL-SHIFT-L)

Cleaning it up

What to use it for

oReport Writing

oDiagnosis

oData Conversion

oSQL Profiler

oThe 3 BIG Question before starting a report

What report(s) does this tie to?

Does it tie to the GL?

Does it foot from month to month (or period to period)?

• Bonus Question: MultiCurrency

• SQL Functions

oDate

oConversion

WIP

•The Glorious Life of a Time Entry

•Aderant’s WAAR01 approach vs. NEW+MOD-BIL

AR

• Aging

oCASE vs CROSS JOIN

Credits, GL and Trust

Questions/real life problems solving  and everything else

SQL for DocuDraft

Framework tables + views: The Domain Model

Using all of our new knowledge to produce an SSRS report

SQL for mergers

 

Expert Tables, Views and other SQL Objects for Techies (SELECT, UPDATE, INSERT, DELETE)

• Basic Aderant table organization (“Where’s the data?”)

• Expert SQL Log analysis

• Aderant keys, joins and groupings

oUNOs vs Codes

oPhantom UNOs 

• Tips/Tricks

oCMS Data Dictionary:

CMS_DD_COLUMN 

CMS_DD_TABLE

oCMS Classic SQL Log

Running it (CTRL-SHIFT-L)

Cleaning it up

What to use it for

oReport Writing

oDiagnosis

oData Conversion

oSQL Profiler

oThe 3 BIG Question before starting a report

What report(s) does this tie to?

Does it tie to the GL?

Does it foot from month to month (or period to period)?

• Bonus Question: MultiCurrency

• SQL Functions

oDate

oConversion

WIP

•The Glorious Life of a Time Entry

•Aderant’s WAAR01 approach vs. NEW+MOD-BIL

AR

• Aging

oCASE vs CROSS JOIN

• Credits, GL and Trust

• Important Views

• Important Sequences

• Important Stored Procedures

• Optimizing Queries

• SQL Maintenance

• Questions/real life problems solving and everything else

• SQL for AppShell Splash Screen

• Framework tables + views: The Domain Model

• SQL for mergers

 

Please let me know what you think and feel free to make any suggestions that come to mind.