7.50 iSeries File Transfers: Moving Data from CU*BASE to Your PC

CBX Workstations

Summary

How can I get my favorite Query from CU*BASE into my Excel worksheet?  Why do I constantly have to key general ledger information into my ALM package?  How do I get an address file ready for my insurance provider on a PC diskette?  How do I download AIRES for my auditor?

Independent PCs, LANs and WANs are a critical part of the online CU*BASE environment.  Certain processes in day-to-day credit union activity require the migration of data to individual workstations. 

In this class, CU*Answers will set the standards, minimum hardware requirements and procedures to begin moving files from the CU*BASE platform to your personal computer. 

Audience

This class is designed for credit union staff members who use personal computers to present data in a format other than that provided by CU*BASE options.

Objectives

By the completion of this course, students will have:

‣        Reviewed minimum hardware and software requirements for CU*BASE supported file transfers.

‣        Explored various uses for file transfers.

‣        Examined which credit union staff need to have file transfer capabilities and the securities issues involved.

Topics

‣        AIRES File Transfers

‣        Spreadsheet File Transfers

‣        Word Processing File Transfers

‣        Third-Party PC File Preparation

‣        Working with Emulation Software

‣        Managing File Transfers as a Software Product, from Upgrades to Hardware and Software

‣        ALM Downloads

Course Schedule

Future times and dates are to be determined.