Introduction to Automation Center

Course Outline

Automation Desk

  1. Create a Basic Job
  2. Monitor
  3. Message Streams
  4. Exceptions - Overview
  5. Working on Exceptions

SLAs and Querying reports

  1. Service Level Agreement
  2. Querying Historical SLA Reports

Events and Jobs in Automation Center

  1. Processes
  2. Entity Build
  3. Basic Job
  4. Static Job
  5. Process Initiator
  6. Composite Security Build
  7. Schedule and Notifications


  1. Continue the Learning
  2. Assessment
  3. Milestone
  4. Documentation Links
  5. Survey

Getting Started

  1. Congratulations, let's get you started!
  2. Training collateral
  3. Course Objectives
  4. Overview of Automation Center
  5. Automation Center Implementation

Classic vs. 2017R2

  1. v2017 - Key Enhancements
  2. Navigation and UI Overview
  3. Old vs. New Terminology
  4. Navigation and User Administration

About the Course

Introduction to Automation Center teaches those serving in the role of Data Steward how to create, schedule, monitor, repair, and triage various processes within Eagle.

By the end of this course, participants will be able to:

  • Analyze the workflow of data in and out of Eagle at your organization
  • Create, schedule, and monitor Events, Jobs, and Message Streams
  • Monitor, repair and reprocess, and triage data

About the Instructors

Scott Overbeck

Scott Overbeck, Manager, Education Services

Started at Eagle: 2007

Started in Industry: 1995

Areas of Expertise:

  • Data Management
  • Enterprise
  • Investment Performance