Monarch Success Plan - Monarch Server

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Welcome to the Monarch Success Plan for Monarch Server! This page alongside with the Monarch Success Plan for Desktop are your self-service sources for all the Community content needed to learn Monarch and test your knowledge. We currently have the following information with much more to come! Let us know if you don't see something you want covered.

• Monarch Essentials: This is a series of short videos that take a quick dive into Monarch Classic and the Data Prep Studio.
• Monarch Exercises: After watching the Monarch Essentials you can test your knowledge with the Monarch Exercises. We will periodically update the Monarch Sample Files for Exercises to add more files to it for each exercise. Please make sure you've downloaded the latest version from the Community so you can follow along with each exercise. Also, if you don't see the link to an answer for an exercise, don't worry, we will post the answer shortly.
• Monarch Tips&Tricks/How-To: This is a series of shorter How-To videos about performing specific operations in Monarch.

Monarch Server Essentials

• Monarch Server Essentials Training 1 of 20: Introduction
• Monarch Server Essentials Training 2 of 20: Checklist/Key Items for Automator
• Monarch Server Essentials Training 3 of 20: Monarch Server Home Page Overview
• Monarch Server Essentials Training 4 of 20: Uploading Content to the Server Library
• Monarch Server Essentials Training 5 of 20: Monarch Classic Desktop Connection to Server Library
• Monarch Server Essentials Training 6 of 20: Saving a Project File to the Server Library
• Monarch Server Essentials Training 7 of 20: Project Editor for Standard Processes
• Monarch Server Essentials Training 8 of 20: Creating a Standard Process
• Monarch Server Essentials Training 9 of 20: Running a Standard Process
• Monarch Server Essentials Training 10 of 20: Migrating a Standard Process to a Visual Process
• Monarch Server Essentials Training 11 of 20: Getting Started with Visual Processes
• Monarch Server Essentials Training 12 of 20: Visual Process, Data Prep Studio Nodes
• Monarch Server Essentials Training 13 of 20: Visual Process, Classic Nodes
• Monarch Server Essentials Training 14 of 20: Visual Process, All Nodes
• Monarch Server Essentials Training 15 of 20: Creating a Classic Visual Process
• Monarch Server Essentials Training 16 of 20: Running a Classic Visual Process
• Monarch Server Essentials Training 17 of 20: Creating a Data Prep Studio Visual Process
• Monarch Server Essentials Training 18 of 20: Running a Data Prep Studio Visual Process
• Monarch Server Essentials Training 19 of 20: Visual Process Ribbon Icons
• Monarch Server Essentials Training 20 of 20: Summary

Monarch Server FAQs

• Rights and Privileges

Automator Exercises	Application	Difficulty	Features & Skills
Exercise #1: Employ Analysis	Classic & Data Prep	Beginner	Exporting to Excel
Exercise #2: Classic Analysis	Classic & Data Prep	Beginner	Export All Summaries
Exercise #3: Composers Analysis	Classic & Data Prep	Intermediate	Verify Model
Exercise #4: Employ Info Analysis	Classic & Data Prep	Intermediate	Hub
Exercise #5: Homes Analysis	Classic & Data Prep	Intermediate	Hub
Exercise #6: Classic for Journal Entry	Data Prep Studio	Intermediate	Verify Workspace
Exercise #7: NAV for Mutual Funds	Data Prep Studio	Intermediate	Hub
Exercise #8: Outstanding Official Checks	Data Prep Studio	Intermediate	Retry
Exercise #9: Patient Service Codes	Data Prep Studio	Beginner	Hub
Exercise #10: Classic Tax Rates	Data Prep Studio	Intermediate	Export by Key

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