This page is a summary of all our Journey Manager learning resources. You can easily find multiple learning experiences to suit your preference, such as individual video tutorials, self-paced structured online learning, instructor-led classroom training courses, and proctored certification exams.
Documentation and Videos
The Temenos Journey Manager website offers an extensive collection of written and video presented content. The following table outlines what is available in our product documentation and video library sections of the website.
Developers might be especially interested in the Journey Manager technical documentation available from the API section of the website.
Video Library
If you are looking for a high level introduction to Temenos Journey Manager, without any specific learning structure, look through the Overview section in our Video Library. It can be found under Resources > Videos and contains introductory videos for all products within Temenos Journey Manager.
If you are looking for more detailed topics within Journey Manager, look through the general listing of videos. Watch the videos that interest you and expand your Journey Manager knowledge.
Learning Resources Summary
The following table outlines the various learning resources available per Journey module.
Online eLearning
Learn at your own pace using the Learn section of the website. There are a number of online eLearning courses available that contain topics spread across the whole Temenos Journey Manager platform. There are also exercises throughout the courses, and sandbox environments that allow you to practice your new skills.
The following courses are currently available from the Learn section. If you cannot see this section simply send us a message to request access.
Maestro
Maestro is the Form Development Environment of Journey Manager, purpose-built for the design of financial customer journeys. Maestro facilitates agile team development and fosters collaboration between Business and IT through an end-to-end development workflow.
The following online Maestro courses are available from the Learn section. Click the course name to see the modules covered.
18.05
Upgrading to Maestro v18.05
- Setup a domain model
- Share a domain model
- Import an XML Seed File
- Import a JSON Schema
- Handling changes to the domain model
17.1
Upgrading to Maestro v17.10
- Getting started
- What's New in Maestro v17.10
- Maestro ID Management
- Exercise - ID Management
- Exercise - Duplicate IDs
- Impact Analysis
- Exercise - Impact Analysis
- Entities
- Exercise - Create an Entity (ID field)
- Exercise - Create an Entity (Entity panel)
- Exercise - Delete an Entity
- Exercise - Assign an Entity to multiple items
- Semantic Versioning
- Exercise - Semantic Versioning
- Compatibility Mode
- Exercise - Upgrade a project
5.1
Introduction to Maestro v5.1
- *Updated* Introduction to Maestro
- *New* Compatibility Mode
- Exercise - Compatibility Mode
- *Updated* Exploring the Maestro Editor Window
- Introduction to Creating forms
- Component Properties
- Additional Component Properties
- Importing and Exploring
- Exercise - Create a New Form
- Pages and Sections
- *Updated* Working with Versions
- *New* Save History
- Previewing a Form
- *Updated* Build TM Form Version
- *Updated* Build Updated TM Form Version
- *Updated* Build Updated TM Form Version for TM version 5.0.6
- Exercise - Pages and Sections
Maestro Form Builder 1 v5.1
- Layout - 12 Column Grid
- Layout Properties
- Display Field Properties
- Exercise - Layout
- Creating Rules (without scripting)
- Exercise - Rules without Scripting
- Repeating Components
- Using Shared Components
- Exercise - Repeating and Shared Components
Maestro Form Builder 2 v5.1
- Creating Shared Components
- Component Versions
- Exercise - Creating Shared Components
- Two Level Navigation
- Form Options
- Background Save
- Exercise - Two Level Navigation
- Editing Existing Dialogs
- Editing Existing Modal Pages
- Save and Resume
- Receipts
- Submission Data
- Submission Data Extracts
Maestro Form Builder Scripting v5.1
- Overview of Scripting in Maestro
- Hidden Components (clearing data)
- *Updated* Calculation Rules Part 1
- *Updated* Calculation Rules Part 2
- Creating Calculations for Repeating Blocks
- Exercise - Calculation Rules
- Action Rule (Click)
- Editability Rule (Editable If...)
- Mandatory Rule (Mandatory If...)
- Exercise - Creating Rules
- Validation Rule (Valid If...)
- Validation Rule (Regular Expression)
- *New* Code View
- Exercise - Validation Rules
Manager
Manager is the heart of Journey Manager. It is a System of Engagement, purpose-built to manage the end user experience for account opening, onboarding and account servicing, and submit a complete application package to the back office systems of record.
The following online Manager courses are available from the Learn section. Click the course name to see the modules covered.
5.1
Manager v5.1
- Get Started with Manager
- Introduction to Manager
- Import New Maestro Form
- Update TM Form Version
- Configure a Maestro Form in Manager
- Form Configuration Overview
- Email Verification
- Attachment Configuration
- Manage Submitted Attachments
- Submission Management
- Form Transactions
- Saved and Abandoned Transactions Overview
- Enable Background Save in Maestro Form
- Form Abandonment Settings
- Form Data Configuration
- Prefill Overview
- Prefill Property Part 1
- Prefill Property Part 2
- Request Parameter Prefill
- Data Extract Mapping Overview
- View Data Extract Mapping
- Collaboration Jobs
- Getting Started with Collaboration Jobs
- Introduction to Collaboration Jobs
Analytics
Analytics (formerly known as Insights) is a behavioral analytics system, focused on identifying abandonment hotspots and enabling data-driven decisions for continuous optimization.
The following online Analytics courses are available from the Learn section. Click the course name to see the modules covered.
Introduction
- Introduction to Analytics (Insights)
- Configuring an Application for Analytics (Insights) Data Collection (using TM)
- Setting up Application Maestro Components for Analytics (Insights) Data Collection
- Configuring the Time Zone in Analytics (Insights)
- Blacklisting Data from Specific Sources
- Applying the Global Filter Panel
- Selecting Applications for Analysis
- Analyzing Trends in Transaction Statuses
- Analyzing Transactions with a Specific Outcome
- Analyzing Trends in Time Taken to Complete an Application
- Analyzing Section and Field Level Drop-off Data
18.05
Upgrading to Analytics (Insights) v18.05
- An introduction to Milestones, Segments and the User Journey
- Sending Milestones from a Maestro form
- Sending Segments from a Maestro form
- The User Journey view
- Milestones verses Segments
Instructor-Led Training
Courses
We highly recommend the instructor-led training courses that are offered in face-to-face classrooms or remotely. If you require a thorough understanding of the Temenos Journey Manager platform, we strongly suggest organising classroom training. To book a classroom course contact This email address is being protected from spambots. You need JavaScript enabled to view it. at This email address is being protected from spambots. You need JavaScript enabled to view it. or contact your Customer Success Manager.
Journey Analytics 19.05 Overview
The purpose of this course is to give attendees a high-level understanding of Journey Analytics and the various views.
Duration
2 Hours
Objectives
Upon completion attendees will know how to navigate around the User Interface, read the different Analytics views, use the Global Filter Panel, change time zone and other preferences, understand User Journeys, Milestones and Segments, and Collab Jobs.
Intended Audience
A Customer’s Business Analyst, Temenos CX and Form Developers.
Prerequisites
None.
Course Content
This course consists of four lessons:
- Journey Analytics – an Introduction
- User Interface and Views
- Global Filter Panel, Time zone and Preferences
- User Journey Views, Milestones and Segments, Collab Jobs
Training can be requested by emailing: This email address is being protected from spambots. You need JavaScript enabled to view it..
Journey Manager Overview
The purpose of this course is to give attendees an overview of Journey Manager, and the various roles and interfaces associated with each of the platform’s modules.
Duration
1.5-2 Hours
Objectives
Upon completion, attendees will gain an understanding of our company history, identify the key modules that define the platform, and describe the roles and responsibilities associated with each module on Journey Manager.
Intended Audience
All Journey Manager users.
Prerequisites
None.
Course Content
The course consists of two parts:
Part 1: About our company (optional)
- Company Facts
- What is Journey Manager?
- Timeline History
- Clients
Part 2: Journey Manager Overview
- Introduction to Maestro
- Introduction to Form Spaces
- Introduction to Manager
- Introduction to the Exchange Catalogue
- Introduction to Analytics
Training can be requested by emailing: This email address is being protected from spambots. You need JavaScript enabled to view it..
Journey Manager 18.11 Delta
The purpose of this course is to give users a demonstration of the new features and enhancements to the Journey Manager with release v18.11.
Duration
1-2 Hours
Objectives
Upon completion, users will gain an understanding of the upgrades and enhancements associated with release v18.11.
Intended Audience
Form Builders and Platform Developers
Prerequisites
None.
Course Content
The course consists of four modules:
- Maestro
- Tagged Libraries
- Resource Summary Overview
- Component Form Dependencies
- Static Content Externalization (SCE)
- SCM/TCLI Enhancements
- Maestro project feature branch workflow support
- Private developer branch projects
- Manager
- Form property prefill and Form Input XML prefill mapping – XPath
- SEP Events
- SEP – PII data purging and transaction purging button
- Enable 2FA by default on Production servers for user accounts
- Licensing transaction type – drop down list
- Transaction Processor Max data retention period
- Bulk selecting a group of transactions for immediate purging
- Workspaces (views, sorting and filtering, application info cards and application timeline)
- Analytics
- User Interface
- Collab jobs
- Exchange
- Amazon SNS
- Google reCAPTCHA
- Green ID enhancements
Training can be requested by emailing: This email address is being protected from spambots. You need JavaScript enabled to view it..
Transact Platform 18.05 Delta
The purpose of this course is to give attendees a demonstration of the new features and enhancements to the Transact Platform release v18.05.
Duration
1-2 Hours
Objectives
Upon completion attendees will gain an understanding of the upgrades and enhancements associated with release v18.05.
Intended Audience
Form Builders, Platform Developers and Solution Architects
Prerequisites
Attendees should have completed the Form Builder and/or the Platform Developer courses or have equivalent experience developing applications with previous versions of the Transact platform.
Course Content
The course consists of four modules:
- Maestro
- Describing Changes to the Maestro Interface
- Translating a Form
- Working with Semantic Versioning
- Creating Domain Models
- Using Shared Domain Modules
- Card Content Template Component
- Transact Manager
- Describing System Event Publisher
- Identifying New Security Enhancements
- Describing Support for New Insights Features
- Describing New Fluent API Additions
- Exchange Catalogue
- Adding Permissions Accessing Exchange from Manager
- Identifying Exchange Packages
- Insights
- Describing the User Journeys
- Understanding Segments and Milestones
- Describing New Integration Strategy
Training can be requested by emailing: This email address is being protected from spambots. You need JavaScript enabled to view it..
Journey Manager for Form Builders
This instructor-led training course is designed to provide attendees with the knowledge to create data capture forms using Journey Maestro. With a combination of hands-on practical exercises, theory, best practices and challenges the attendees will create a form that highlights many of the commonly used built-in features of Maestro, along with advanced features of form development.
This workshop is also recommended for attendees that are planning to achieve the Front-end Developer Certification.
Duration
2 Days
Objectives
On completion of the course, attendees will be able to create a form for data capture on Journey Manager.
Intended Audience
Form Builders, Platform Developers, and Solution Architects.
Prerequisites
Users should have familiarity working with web-based design tools. Knowledge of JavaScript and an understanding of XML data and JSON is recommended.
Course Content
The course consists of twelve modules, with two of the modules being optional based on the audience and student needs. Practical exercises and challenges are included within individual modules.
- Module 1: Journey Manager Overview (optional)
- Module 2: Creating Projects and Forms
- Module 3: Working with Components
- Module 4: Adding Functionality with Rules
- Module 5: Creating a Shared Component
- Module 6: Working with Repeatable Data
- Module 7: Personalizing the Form
- Module 8: Creating Data-Driven Components
- Module 9: Adding Multiple Languages to a Form
- Module 10: Maestro Transact API and Invoking Functions
- Module 11: Preparing the Form for Manager
- Module 12: Moving forms from Maestro to Manager (optional)
Training can be requested by emailing: This email address is being protected from spambots. You need JavaScript enabled to view it..
Journey Manager for Platform Developers
This course is designed to provide attendees with the skills and knowledge to develop an application using Journey Manager. Attendees will design, invoke and test a variety of services.
This workshop is also recommended for attendees that are planning to achieve the Platform Developer Certification.
Duration
2 Days
Objectives
On completion of this course, attendees will be able to deploy and configure forms on Journey Manager, create and invoke collaboration jobs, design and build services using the Fluent API, third-party APIs, and Transact Functions.
Intended Audience
Platform Developers and Solution Architects.
Prerequisites
- Form Builder Course (not required but recommended).
- Experience developing applications (e.g. writing services using an oriented programming language, working with APIs, understanding of XML and JSON data structures, design patterns, protocols, and interfaces).
- Experience using Integrated Development Environments such as Eclipse or IntelliJ.
Course Content
This course consists of five modules. Practical exercises and challenges are included within individual modules:
- Setting Forms and Organization Properties
- Designing Collaboration Jobs
- Introduction to Services and Functions
- Working with Submitted Data
- Configuring the Narrator (Optional)
Training can be requested by emailing: This email address is being protected from spambots. You need JavaScript enabled to view it..
Journey Manager Operations SaaS
The purpose of this course is to give operational support staff an understanding of Journey Manager as it pertains to a given customer along with key requirements for supporting business as usual activities.
Duration
0.5 Day
Objectives
Upon completion attendees will learn how to manage their production environment, monitor their system, upgrade and update their system, maintain roles and responsibilities, troubleshoot common issues, set up best practices, and security processes.
Intended Audience
Support, Administrator, System Manager, Application Tester.
Prerequisites
Attendees should have completed the Journey Manager Overview course or have equivalent experience.
Course Content
This course consists of seven modules. Practical exercises and challenges are included within individual modules:
- Journey Manager Environments
- Monitoring
- User Provisioning
- Best Practices and Maintenance
- Upgrades and Updates
- Troubleshooting
- Most common issues
Training can be requested by emailing: This email address is being protected from spambots. You need JavaScript enabled to view it..
Certification
Journey Manager certification is a professional accreditation that Temenos offers to its employees, partners, and clients who demonstrate proficiency in basic and advanced topics relating to developing forms and applications using Journey Manager.
All Journey Manager exams are managed and administrated by Kryterion Global Testing Solutions. Kryterion provides live, online, proctored exams. This means that you can take any Temenos Journey Manager exam anywhere in the world as long as you have a reasonable internet connection and meet the hardware and software requirements. For more information see Temenos Journey Manager Certification FAQ.
Journey Manager Qualified Front End Builder
Journey Manager Qualified Platform Developer
Journey Manager Operations
19.x
Our Operations Exam has been updated for version 19.x. New testers should register for 19.x and use the new exam guide to prepare.
Certifications are good for 2 years so if you have already passed 18.x you do not have to retake the 19.x Exam.
19.x Exam Guide
pdf
Journey Manager Operations Exam Guide November 2019
(247 KB)
