PEGA

Course Objective: By the end of this course participants will be able to successfully:

  • Modify an existing application including data, user interfaces, automated business rules and business processes
  • Implement executable business requirements based upon use cases, business rules, user interfaces and business processes

Target Audience: System architects / developers who want to learn how to develop PRPC applications using build for change© technology

Pre-requisites:

Introduction

  • Business Process Management (BPM)
  • Business Rule Engine (BRE)
  • Pega Rules Process Commander and architecture
  • Pega Rules Process Commander Features
  • PEGA Installation Overview and specifications
  • Designer Studio Overview
  • Organization Structure/Operator ID and Creation
  • Access Group
  • Rule Types overview
  • Participants to do PEGA Installation on their individual systems
  • Participants to login designer studio
  • Participants to go through various menu’s available on designer studio
  • Participants to create Organization structure, create operator id
  • Participants to do excises on operator and application mapping relationship
  • Participants to create multiple operator id’s and access groups. Operator Id’s will be assigned to access groups which in turn will provide access to application manually.

Project Implementation Methodology

    DCO

  • Rule set and Class rule
  • Application Profiler
  • Application Express & Application Accelerator
  • Four Layered Class Structure- Enterprise Class Structure
  • Create Application ID and Version
  • Create Access Group
  • Use cases
  • Guardrails
  • Participants to do excise for creating use case automatically  
  • Participants to do application Express for creating sample application
  • Participants to do Application Profiler & Express
  • Participants to create multiple operator id’s and access groups. Operator Id’s will be assigned to access groups which in turn will provide access to application.
  • Participants to create enterprise class structure and rulesets for sample application using framework and implementations structures
  • Participants to do application and Ruleset locking.

System Architecture

  • Four Layered Class Structure- Enterprise Class Structure
  • Create Rule Set/Rule Set Versions
  • Rule set Pre-Requisites
  • Adding Ruleset
  • Import and Export of Ruleset
  • Rule set Types
  • Create Class Hierarchy
  • PRPC Standard classes
  • Work classes & Class Group
  • Inheritance and Types
  • Add Case Types
  • Rule Resolution
  • Rule Delegation
  • Participants to create enterprise class structure and ruleset using application and framework layers.
  • Participants to create Ruleset manually
  • Participants to add Ruleset manually to the application
  • Participants to do import & export Ruleset.
  • Participants to add Case type to application and check rules in class structure.
  • Participants to create Case type to application manually
  • Participants to create class types and class group rules manually
  • Participants to create inheritance manually
  • Participants to do excise on Rule delegation.
  • Participants to do excise on Rule Resolution.

System Architecture

  • DB Architecture, Class groups
  • Standard Data classes
  • PRPC Internal Database
  • PRPC Standard data types
  • Inheritance and Types
  • Create Datatype
  • Participants to create data types (Data tables) for storing data in PRPC Internal Database
  • Participants to create rulesets for versions for data tables.
  • Participants to create property rules in Data Model.
  •   Assessment on the current week training

System Architecture

  • Create Datatype
  • Create Columns
  • Add columns
  • Property Rules and Property types
  • Create Property Rules
  • Import Data to Data Types
  • Export Data from Datatypes
  • Database Class Mapping
  • The Clipboard
  • Data pages

Reports

  • ReportDefination
  • List view
  • Summary View
  • Participants to create data types (Data tables) for storing data in PRPC Internal Database
  • Participants to create rulesets for versions for data types.
  • Participants to create property rules in Data Model.
  • Participants to create Columns and add Columns to Datatypes.
  • Participants to do export and import data from Datatype.
  • Participants to create Data Pages Automatically
  • Participants to check Data Pages information using scopes, modes.
  • Participants to create Reports Automatically
  • Property Rules and Property types
  • Create Property Rules
  • Property Referencing and Reference Data
  • Linked Properties
  • Property validations
  • Edit input Rule
  • Edit Validate Rule
  • Length Validations
  • Data pages

Reports

  • ReportDefination
  • List view
  • Summary View
  • Participants to create property rules using property type and UI controls
  • Participants to create property using table list
  • Participants to do practice for property validations
  • Participants to do excise for referencing properties and data from one class to another class
  • Participants to create Data pages using scopes, modes manually.
  • Participants to create Data Pages Automatically
  • Participants to run and check Data Pages information using scopes, modes.
  • Participants to create Reports Automatically
  • Participants to run Data Pages and Check data in Clipboard using scopes and modes
  • Participants to map and run Reports in Different portals like Developer, Manager, user portals.
  • Participates to schedule Reports and send it to mails.

Data Structure

  • Data Transforms Rules
  • Create Data Transform Rules with Different Actions
  • Embedded properties
  • Data pages
  • Create Data Pages
  • Table lists
  • Reports
  • Create Reports

Reports

  • ReportDefination
  • List view

Summary View

  • Participants to create data transform rules using all actions
  • Participants to create property using table list
  • Participants to create Data pages using scopes, modes manually.
  • Participants to create Reports manually.
  • Participants to run Data Pages and Check data in Clipboard using scopes and modes
  • Participants to map and run Reports in Different portals like Developer, Manager, user portals.
  • Participates to schedule Reports and send it to mails.

User Interfaces

  • Front end graphical UI
  • Harness/Sections
  • Layouts Types
  • UI Controls
  • Skin Rules
  • Portal Rules
  • Dynamic lists
  • Navigation Rules
  • Validation types & Rules

User Interfaces

  • Participants to create Harness Rules using different layouts& Section
  • Participants to create Section rules using different layouts and map properties to different controls.
  • Participants to create Skin Rules using different CSS.
  • Participants to create Portals and link to access group

Process – Flows

  • Process flow and types
  • Flow rules/shapes
  • Starting flows
  • Screen flows
  • Sub flows
  • Flow shapes
  • Draft flows
  • Correspondence
  • Flow Actions and types
  • SLA

Case Management

  • Stages and steps  
  • Processes and User actions, Utilities    
  • Parent case and Sub cases

Process – PRPC Workflow Concept in Vision

  • Participants to create standard, Sub, Screen process flow using different types of shapes
  • Participants to create parent Case type and child case type in Case Management.
  •   Assessment on the current week training

Decision – Computations and Comparisons

  • Decision Rules and types
  • When Rule
  • Decision Table
  • Decision Tree
  • Decision Map
  • Participants to create When Rule using all actions.
  • Participants to create Decision Tree Rule using all actions.
  • Participants to create Decision Table using all actions.
  • Participants to create Decision Map rule.

Declarative Rules

  • Declarative rule types
  • Declare Expressions
  • Constraints Rule
  • Declare Trigger Rule
  • Declare On Change Rule
  • Expression calculation
  • Participants to create Declare Expressions using all actions.
  • Participants to create Constraints Rule.
  • Participants to create Declare Trigger Rule
  • Participants to create Declare On Change Rule.
  • Participants to create Expression calculation.

Technical – PRPC Automate processing

  • Activities
  • Pega Standard Methods
  • Obj methods
  • Connect methods
  • Pages Methods
  • Property Methods
  • Rdb Methods

Technical – PRPC Automate processing

  • Participants to create activity rules using different pega functions.
  • Participants to create activity rules using page methods
  • Participants to create activity rules using Property methods
  • Participants to create activity rules using Obj methods
  • Participants to create activity rules using Connect methods
  • Participants to create activity rules using Rdb methods.

Integration

  • Connectors
  • Services
  • File Listeners
  • Participants to create Soap connector, receive, process a XML Request and send a XML response back.
  • Participants to create REST integration
  • Participants to create External DB connector rules
  • Participants to create JAVA connector rules
  • Participants to create JAVA connector rules
  • Email listeners
  • JMS listeners
  • Agent processing
  • System Management Application

Security

  • Roles And Privileges
  • Access Manager

Debugging Tools –

Clipboard

Tracer

PAL

Rules Inspector

Logs

Preflight

Pega upgrade

Deployment

  • Participants to create Agent processing
  • Participants to create Listeners also.
  • Participants to create Node in SMA.
  • Participants to do deployment
  • Participants to do all Debugging tools
  • Assessment on the current week training

Financial Services Frameworks

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