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OneRogersStreet Cambridge,MA 02142-1209 USA Phone:617-374-9600 Fax:(617)374-9620 www.pega.com DOCUMENT:SystemArchitectEssentialsStudentGuide SOFTWAREVERSION:Pega7.2 UPDATED:02072018 CONTENTS COURSE INTRODUCTION 1 Before you begin 2 PEGA BUSINESS APPLICATION PLATFORM 4 The Pega Platform 5 IntroductiontothePega7Platform 5 Pega7applicationplatform 6 Model-basedapplicationdesignanddevelopment 7 Pega7userroles 9 Pega7userportals 11 PegaExpress 15 UsingPegaExpresstomodelthelifecycleofacase 17 DesignerStudio 19 UsingDesignerStudiotorefinethelifecycleofacase 22 Principles of application development 23 Captureobjectivesdirectlyintheapplication 24 Buildmulti-dimensionalapplications 25 Useamodel-drivenapplicationdesign 26 Best practices and Guardrails 27 Introductiontobestpracticesandguardrails 27 Purposeofbestpractices 28 Pega'sbestpracticesforprojectsuccess 30 Pegaguardrailsforapplicationdesign 34 PROTOTYPING AN APPLICATION WITH PEGA EXPRESS 35 Designing a case life cycle 36 Introductiontodesigningacaselifecycle 36 Caselifecycledesign 37 Casetypes 39 Stages 40 Processes 42 Assigning work 44 Introductiontoassigningwork 44 Assignmentrouting 45 Assigningworktocaseparticipants 47 Enforcing service levels 48 Introductiontoenforcingservicelevels 48 Goalsanddeadlines 49 Addingservicelevels 50 Creating user views 51 CreatinganApplicationUserInterface 51 Planningend-userforms 52 Configuringuserviews 56 CASE DESIGN USING DESIGNER STUDIO 61 Requirements management 62 i ©2017Pegasystems Introduction 62 Requirementsmanagement 63 ManagingRequirements 64 Businessobjectives 65 Applicationrequirements 66 Requirements101 68 Applicationspecifications 69 Specifications101 71 RelationshipbetweenPegadesignartifacts 72 Linkingspecificationstobusinessobjectivesandrequirements 74 Best practices for case design 77 Introductiontobestpracticesforcasedesign 77 Effectiveprocessdesign:collaborate,elaborate,iterate 78 Designingintent-drivenprocesses 80 Managing case life cycle exceptions 83 Introductiontomanagingcaselifecycleexceptions 83 Alternatestages 84 Addingalternatestagestothecaselifecycle 85 Stagetransitions 87 Controllingstagetransitions 89 Adding optional business process events 91 Introductiontoaddingoptionalbusinessprocessevents 91 Useractions 92 Addinguseractionstothecaselifecycle 95 Sending correspondence 97 Introductiontosendingcorrespondence 97 Automatingcasecommunications 98 Sendinganemailfromacase 100 Guiding users through a business process 101 Introductiontoguidingusersthroughabusinessprocess 101 Updatingthecasestatus 102 AddingInstructions 104 AddinganInstructiontoastep 105 Modeling complex process flows 106 Introductiontodesigningcomplexprocessflows 106 Flowrules 106 Flowshapes 108 Addingshapestoaflowrule 111 Configuringflowshapesandconnectors 114 REPORT PLANNING AND DESIGN 117 Process visibility through business reporting 118 Introductiontoprocessvisibilitythroughbusinessreporting 118 Businessreports 119 AbouttheReportBrowser 121 WorkingwiththeReportBrowser 124 WorkingwiththeReportEditor 126 APPLICATION DESIGN 128 ii ©2017Pegasystems The role of the System Architect 129 IntroductiontotheRoleoftheSystemArchitect 129 Theroleofthesystemarchitect 130 The building blocks of a Pega application 132 IntroductiontotheBuildingBlocksofaPegaApplication 132 Rulesandruletypes 133 Rulesandrulesets 135 Classesandclasshierarchy 138 Howtocreatearule 140 Howtoupdatearule 142 Howtoreuserulesthroughinheritance 144 Reviewingclassinheritance 147 Accessing Applications 149 Introductiontoaccessingapplications 149 Howtomanageuseraccesstoanapplication 149 Assessing Guardrail compliance 152 Introductiontoassessingguardrailcompliance 152 ComplianceScore 153 Howtoassessguardrailcompliance 154 Howtoaddressguardrailviolations 156 Justifyingrulewarnings 158 CASE DESIGN 160 Creating cases and child cases 161 IntroductiontoCreatingCasesandChildCases 161 Casetypeandcase 162 Casetyperelationships 164 Addingatop-levelcasetypeinanapplication 166 Addingachildcasetypeinanapplication 167 Creatingacaseduringcaseprocessing 169 DATA MODEL DESIGN 171 Data elements in Pega applications 172 IntroductiontoDataElementsinPegaApplications 172 DataelementsinPegaapplications 173 Howtomanageproperties 177 Howtoreferenceaproperty 182 Definingproperties 183 Setting property values automatically 187 IntroductiontoSettingProperty ValuesAutomatically 187 Datatransforms 188 Howtosetvalueswithdatatransforms 189 ThepyDefaultdatatransform 191 SettingpropertyvaluesusingthepyDefaultdatatransform 192 Datatransformsandsuperclassing 194 Howtoconfiguresuperclassingfordatatransforms 196 Setting property values declaratively 198 IntroductiontoSettingpropertyvaluesdeclaratively 198 Declarativeprocessing 199 iii ©2017Pegasystems Declareexpressions 201 Howtosetapropertyvaluewithadeclare expression 206 Settingapropertyvaluewithadeclareexpression 208 Passing data to another case 214 IntroductiontoPassingDatatoAnotherCase 214 Datapropagation 215 Propagatingdatatoanothercase 217 Reviewing application data 219 IntroductiontoReviewingApplicationData 219 Datastorageinmemory 220 pyWorkPage 222 Howtoviewclipboarddata 223 Viewingclipboarddata 225 SettingpropertyvaluesusingtheClipboardtool 226 PROCESS DESIGN 227 Activities 228 IntroductiontoActivities 228 Activities 228 Activityexecution 229 Activityparameters 230 APIactivities 231 Activitiesbestpractice 232 Configuring a work party 233 IntroductiontoConfiguringaWorkParty 233 Workparties 233 Howtoaddaworkpartytoacase 234 Configuringaworkpartyforacasetype 236 Configuring a service level agreement 238 IntroductiontoConfiguringServiceLevels 238 Servicelevelagreementrules 238 ThePassedDeadlineinterval 239 Howtoadjustassignmenturgency 240 Configuringaservicelevelagreementrule 241 Routing assignments 246 IntroductiontoRoutingAssignments 246 Routing 246 Worklistsandworkbaskets 247 Routers 248 Configuringrouting 250 Configuring correspondence 255 IntroductiontoConfiguringCorrespondence 255 Howtoconfigurecorrespondencerules 255 Howtoconfigurecorrespondenceinabusinessprocess 257 Configuringcorrespondencerules 261 Circumstancing rules 265 Introductiontocircumstancingrules 265 Situationalprocessing 265 Rulecircumstancing 266 iv ©2017Pegasystems Typesofcircumstancingconditions 267 Circumstancingarule 268 DECISION DESIGN 271 Automated decisions in Pega applications 272 IntroductiontoAutomatedDecisionsinPegaApplications 272 TypesofdecisionsavailableinPegaapplications 273 Configuring when rules 277 IntroductiontoConfiguringWhenRules 277 Whenconditions 278 Howtoconfigureawhenconditionusingawhenrule 280 Configuringawhenrule 283 Configuring decision tables and decision trees 285 IntroductiontoConfiguringDecisionTablesandDecisionTrees 285 Decisiontables 286 Howtoconfigureadecisiontable 288 Configuringadecisiontable 290 Decisiontrees 294 Howtoconfigureadecisiontree 296 Configuringadecisiontree 297 Howtounittestadecisiontableordecisiontree 300 UI DESIGN 302 Designing a UI form 303 IntroductiontoDesigningaUIForm 303 Userinterfacestructure 304 Sectionsandlayouts 306 Howtobuildasection 308 Creatingadynamiclayoutinasection 309 Creatingarepeatinglayoutinasection 310 Howtobuildsectionsforreuse 311 LiveUI 312 HowtouseLiveUI 313 UsingLiveUI 314 Guidelinesfordesigninguserforms 317 Reusing text with paragraph rules 320 IntroductiontoReusingTextwithParagraphRules 320 Paragraphrules 321 Reusingtextwithparagraphrules 323 Configuring responsive UI behavior 327 IntroductiontoConfiguringResponsiveUIBehavior 327 Responsiveuserinterface 328 PresentationlayerandUIskins 329 Howtotriggerresponsivebehaviorwithresponsivebreakpoints 330 HowtostyleapplicationswithUIskins 331 Configuringresponsivebreakpointsonadynamiclayoutformat 333 Designing a dynamic UI 334 IntroductiontoDesigningaDynamicUI 334 Dynamicuserinterfacebehavior 335 v ©2017Pegasystems HidingandshowingUIelements 337 Actionsets 341 Validating user data 348 IntroductiontoValidatingUserData 348 Methodsofdatavalidation 349 Controls 351 Validatingwithcontrols 354 Dynamiclistsofdataentryitems 357 Howtocreateadynamiclist 359 Creatingadynamiclist 360 Validaterules 362 Howtousevalidaterules 364 Validatingaflowactionwithavalidaterule 365 Demo:Validatingaflowactionwithavalidaterule 368 Howtouseeditvalidaterules 370 REPORT DESIGN 372 Creating reports 373 IntroductiontoCreatingReports 373 Reports 374 Reportcolumns 376 Reportfilters 377 Howtocreateareport 380 Creatingareport 383 Reportresultsorganization 388 Organizingreportresults 392 Optimizing report data 398 IntroductiontoOptimizingData 398 DataStorageinPegaapplications 399 Propertyoptimization 401 Optimizingpropertiesforreporting 403 DATA MANAGEMENT 404 Caching data with data pages 405 Introductiontocachingdatawithadatapage 405 Datapages 406 Howtoconfigureadatapage 407 Configuringadatapage 412 Managing reference data 416 Introductiontomanagingreferencedata 416 Referencedata 417 Howtouselocaldatastorage 418 Definingreferencedataforanapplication 419 Integration in Pega applications 423 IntroductiontoIntegrationinPegaApplications 423 Connectors 424 Services 426 Connectingtoanexternaldatabase 428 Creating a connector 430 vi ©2017Pegasystems IntroductiontoCreatingaConnector 430 Creatingaconnector 431 APPLICATION DEBUGGING 437 Debugging applications with the Tracer 438 IntroductiontoDebuggingPegaApplications 438 TheTracer 439 HowtoinvestigateapplicationerrorswiththeTracer 440 COURSE SUMMARY 442 Next steps for system architects 443 SystemArchitectEssentials7.2Summary 443 vii ©2017Pegasystems COURSE INTRODUCTION 1 ©2017Pegasystems