PEGA COURSE CONTENT

Course Content

PHASE-I

Introduction to Pega PRPC

Covers the fundamentals of Pega
Including its architecture, components, and application development framework.
PEGA vs BPM vs CRM
OOTB Architecture

Organisation Structure

Application and its Types
Framework application Importance
OOTB Frame work applications
Pega Predefined Frameworks
Discussion about how an application be connected to external Data base or External application

Application Development

Creating new Framework Applications
Types of Applications
Creating Implementation Applications
Adding New Framework to Establised Project
OOTB Fraework Pega Platform Importance
Pega Platform vs Pega Rules

Day-1 as a PEGA developer in your Office

Do’s and Don’ts in your Office as a beginner
What Technical usuage to be done while communicating with Business Analyst’s/Managers/Clients
How to get Operator ID created
How to get cloud url
How to check for Number of servers/nodes
How to check for type of Authentication etc..

Project Methodology

Scrum Methodology
WaterFall
Clustered Environments
How to Avoid Stale Execution.
Pega Team roles and Responsibilities
Sprint, User Story and Story points
How to define Estimates and efforts.
Versioning etc..

Studios in PEGA

App studio
Dev Studio
Admin Studio
New Portal Creations etc..

Class Structure,OOPS and Encapsulation

Class Groups
Belongs to Class groups
Doesn’t belongs to class groups
Concrete vs Abstract
OOTB classes in PEGA
Encapsulation
Framework, Impl Work Classes
Why Case type class will be Does not belongs to class group everytime?
Can a Case type class be modified as “Class group” ?
Linking Work Table data to another Tables also etc..

Inheritance in PEGA

Inheritance and its importance
Pattern Vs Directed
Dual Inheritance
OOTB Classes Inheritance Structure

Class Layers in PEGA

How to Generate Division layer
Generating Sub division Layer
Unit and Sub Unit Layer
Organisation Layer
Data Layer
INT layer
Index Layer
Assign Layer
Embed Layer
Code Layer
Work layer etc

Web Page-User Interface(Property/Section/Views/FlowAction/Flow)

PROPERTY CREATION

Creating Properties in Multiple ways
Importance of DATA DESIGNER
How to Optimised a property automatically during creation itself
How to check for Optimised Properties
How to Manually Optimise
Introduction to Column Population Job
Creating Properties in Data Classes and using those in Class groups and other “Doesn’t belongs to Class groups”
Creating Pages and Pagelists properties.
Modes Of Property
1. Single Value
2. Page
3. Pagelist
4. PageGroup
5. Value List
6. Value Group
  etc.

SECTION/VIEW CREATION

Creating Sections in Layouts & Templates
Creating Views from UX
Creating Full page views and form views
Embeding Views
Embeding Sections from Other classes
Page or Pagelist Initiation from pyDefault Data Transform.
How to Include Data class section into Work class Flow action directly using different Page Context.
Creating UI with Configure View Wizard
Creating UI with Page and Page List using View Wizard etc..

FLOW ACTION CREATION

How to include Sections in Flow actions
How to add extra Flow actions to single Assignment shape
Liklihood at connectors
Pre and Post Processing
Types of Flow Actions. etc..

FLOW CREATION

Flow rule Creation
Draft Flow
Instantiating New Case ID/Work Object ID
Why are we getting C-/W- as prefix.
How to run Flow as Model Dialog.
Types of Flow rule-Introduction. etc..

Case types - Introduction

Importance of Case type and Case Designer
Case type Features in Old Versions and Latest Versions.
How to configure Case types for Scratch Projects and Existing Projects.
Case type Class Vs “Belongs to Class group”
Importance of pyDefault rule.
How to make Case type Class as “is a Class group”, how to change its DB Mappings.
Stages and its Types.
Importance of initialization Stage.
Importance of pyStartCase.
Initialization Vs Alternate Vs Primary Vs Resolution
Importance of pzInsKey Generation for Case ID.
Stage Vs Process Vs Step.
Introduction to types of Flow rules.
Step Vs Form Steps.
Process Vs Parallel Process.
Synchronous Vs Asynchronous Execution.
Configuring Pages and Pagelists.
Configuring Views and Sections from Case types.
…
Many More..

Work Object vs Work table

How a Work Object ID will be generated?
How to identify Table Mapped for Class groups
Work table Design and importance of pyID
Why Data is stored in Binary/BLOB format
How to Check for BLOB data Optimised
pzpvStream Importance
Importance of “pc_data_uniqueid” table in Work Object Generation.
Relation Between concrete classes and Data base tables.
How to update Workobject prefix from App definition and pyDefault Data transform.
Harness Introduction during Case ID generations.
How New Harness Plays Important role in Work Object ID generation.

Work table History

How to Check for Work Object History
How to check for Rule History
How to Restore Deleted rule
How to Get Developer’s Rule dictionary.
How to check whether Property is Optimised Or not.
How to check for Optimised Data for a deleted Property.
Importance of PC_WORK tables

Temporary Work Objects

How to Generate Temporary Work Object ID
How to Archieve Temporary Work Object Data into another Table.

Data Display Elements

How to Add Binary Files
How to Download binary files from Portals.
Instance Classes of Binary Files.
Working with Paragraphs.
Custom Source Code in Paragraphs.
Labels vs Paragraphs.
Field values in PEGA.
How to Message rule.
Field Value Vs Message rule.
OOTB properties Associated with Field Values. etc..

Work Object Prefix

How to Update Work Object Prefix as a Business Analyst.
How to Make Work Object Prefix Dynamically Generated.
How to use Decision Tables to get Work object Prefix Generated.
OOTB Activities responsible for Generating Work Object ID.
New harness importance in Generating Work Object ID.

Instance Classes in PEGA

How to find Instance Class of any rule
Instance Class vs pzInsKey.
How to get pzInsKey
Importance of pzInsKey etc..

Debugging Tools

Clipboard
Tracer
Performance Analyser
Live UI
Logging to Server Level
Where am I? etc..

Clipboard & Data Conversions

User Pages
Data Pages
Linked Property Pages
System Pages.
How to Check for Single,Page, pagelist Properties.
How to Check for PageGroup and ValueList properties
How to Check for Nested Pagelist Properties.
How to Create New pages in Clipboard
How to Remove Existing Pages
How to Rename Pages
Instance in Class Vs Page in Clipboard Vs Record in Data Base table.
How to Edit Clipboard Pages.
How Data will be stored in XML structure in Clipboard.
How Data Will be Converted to BLOB in Work Tables.
Importance of pyWorkPage and its Descendants. etc..

Property and its Modes

Single Value Property
Page Property
Pagelist Property
PageGroup Property
ValueList
ValueGroup
Page Initiations
Establising Direct inheritance between Non Inherited Classes and initiating the Pages. etc..

Data Class vs Data Type

Importance of Data Class
Importance of Data Type
Importance of Data Designer in Data Classes.
Impact of Optimization on Data Tables.
Creating Data Types and Defining Storage
Working with ORG, FW, IMPL Data Layers.
Creating New Concrete & Abstract Data Classes.
Importing and Exporting CSV to Data Types.
Importance of Delimited Parse rule. ..
Many more..

PEGA Data Base

Transactional Tables Vs Master Tables
Understanding Primary Keys in Table.
Importance of pyID.
Understnading Multiple Primary Keys in a table.
Importance of Rule Tables.
Importance of Indexed Tables
Importance of Cache tables
Data Table Prefixes(PR_ vs PC_ vs PR4_)
How to Change Data Base Mapping Connections.
How to Create New Tables and Link to Existing Classes.
How to Change “Belongs to Class groups” to “is a Class Groups”
How to Maintain One Class Instances in 2 different Tables.
How to Purge and Archieve Data.
Work Table History and Data Table History.
Clean up Activities on Data Base Tables.
How to Automatically instantiate Case ID.
File Listner Vs Creating New Work Object in Data Table
Email Listner Vs Creating New Work Object in Data Table.
How to Get Data from External Table and Maintain a copy in our Internal Table.
How to link Class to External Tables.
SELECT, INSERT, UPDATE and DELETE Scripts
…
Many More..

Advanced Pega UI(Views,Templates,Charts..)

Summarizing Charts in UI.
Table Layouts
Column Layouts.
Repeating Grid Layouts.
Embeding Sections from Non inherited Classes.
Repeating Section execution based on Pagelist Count.
DESIGNING PEGA UI WITH VIEWS
EMBEDING VIEWS
Template Design
Working with Menus and Navigational rules
…
Many More..

Deep Dive on PEGA UI

Working with Paragraph rules
Custom Code for Paragraphs
How to Add Tables, Images, Properties, Sections in Paragraphs.
Paragraph Vs Corr Rule.
How to Make Paragraph launched as Smart tool tip.
How to Make Section launched as Smart Info.
Smart Info Vs Smart Tool tip.
Calling one Paragraph to Another.
Delegating Paragraphs.
Including Paragraphs in Corr and Corr Fragments.
…
Many More..

Conditional Based PEGA UI

Working with Custom Conditions
Working with When Rules
Custom vs When rules
Calling One When rule to Another.
How to Combine Custom Condition with When Rules.
Working with ReadOnly Conditions.
Working with Visibility Conditions
Working with Disable Conditions.
….
Many More..

Debugging UI

How to use Live UI
How to Make Changes from Live UI
Live UI vs Developer Options in Browser
Inspect Element
…
Many More..

Posting Values to Clipboard

How to Post Values to Clipboard.
Post Value Vs Refresh Section
Refresh This Section Vs Refresh Other Sections.
Importance of “Run Visibility on Client”.
Impact on Defer Queue on Posting the Values.
…
Many More..

Skin Rule

Application SKIN rule.
Portal Skin Rule
Creating New Component Styles for all UI Controls,Containers,Layouts.
Working With Mixins.
Mixin Overrides.
Working with Additional Styles with Custom Attributes.
Overriding Inherited Styles to achieve consistant Styles throught out Application level.
Working with Inline Styles
Working with CSS Classes.
Inline Styles Vs SKIN
Applying Skin styles from Hover Events.
..
Many More..

PHASE-II

Activities

Activity and its design
Creating Activity for various requirments and referring from other rules like Data transforms,Decision,Declartive rules.Etc.
Working with For loop and For Each Loop.
Working with Nested Looping
Working With OBJ and RDB Methods to Interact with Data Base
Obj-Open Vs Obj-Open-By-Handle.
Obj-Delete Vs Obj-Delete-By-Handle
Obj-Save vs Obj-Save-Cancel vs Rollback
Working with Functions in Activities
Working with Connect SQL from Activity to Customise SQL.
Activity execution in Synchronous and Asynchronous beheaviour.
Working with pzInskey in Obj-Open-By-Handle and Obj-Delete-By-Handle.
Working with Activities in Generating Work object ID.
OOTB Activities responsible for Case ID Generation.
Defer load Activities in Loading UI content.
Data pages from Activities.
Exceptional Handlings in Activities by checking for Pre and Transition conditions.
Using OOTB When rules for exceptional Handlings.
Simulation Activity
Using Activities in Generating reports like Concentric circle.Etc.
Logging Messages from Activity.
Property Related Methods.
Page Related Methods.
Triggering Service side Valiadtions using Activity Methods.
Calling Obj Validate and Edit Validate.
Usuage of Call,Branch,Queue.
Populating Values to Autocomplete, Checkbox Combo,Field Groups,Repeating Dynamic Layouts,Table Layouts etc.. using Activities.
Defer Queue and its storage.
Importance of Commiting.
OOTB Commit Vs Manual Commit.
Write Now vs Commit.
Calling Data Transforms,Decision rules,Validations,When rules Etc in Activities.
Working with Connect SOAP,Service SOAP,Service Rest,Connect Rest from Activities.
Working with Service File, Service Email using Activities.
Working with Activities in Agents,JobSchedulers,Queue Processors .
Working with Parameters and Parameter Pages.
Working with Different type of Activities like Utility,OnChange,Trigger,validate,Route Etc..
Usuage of Activity for Sending Email Notifications.
SendEmailNotification Vs SendSimpleEmail.
Working with User Pages,StepPages,Primary Pages.
Exit Activity vs End Activity.
Working with CleanUp Activities.
Importance of pxResults.
Understanding clipboard structure of Activities Execution
Getting Data from Clipboard to UI screens by defining in Pages and Classes.
Advantages and disadvantages of Activities
Activities in Repeating Grid Dynamic Layouts.
Activities in Table Layouts and Cascading Dropdowns.
Working with StepStatusGood/StepStatusWarn/StepStatusFail OOTB When rule in Exceptional Handlings.
Working with pxMethodStatus.
CommitWithErorHandlings in Exceptions.
Obj Browse and Importance of “UseLightWeightList”
…
Many More..

Tracer-Debugging

Using Tracer to monitor Stream rules and Advanced Business Logic rules.
Using Remote Tracer to trace other Requestor sessions.
In Admin Studio,Using Tracer to trace Advanced,Standard Agents,Job Schedulers etc.
Tracing Listners Events.
BreakPoints and Watch in Tracer.

Cascading Auto Completes/Dropdowns

Implementing 3 Level Cascading dropdowns using Activity(Obj Methods)
Same Above Requirement With Report Definitions.
Implementing the same With List Structured Data Pages.
Calling Activity as source in Data Page and achieving the same task.
Creating 3 Data types in External Database and achieving cascading UI using RDB methods.
Working on calling Report Definitions from Activities.
Populating Data from Clipboard to UI screens.

Report Definitions

Report Definition Basics
Importance of DataTableEditorReport.
Pulling Data from Tables using Report Definitions.
Report Definition vs Obj Browse.
Parameters and Parameter Page in RD.
Exporting Data into PDF/Excel Mode.
Report Definition in Repeating Grid Dynamic Layouts.
Report Definition in Table Layouts and Cascading Dropdowns.
Declare Index
Property Optimization.
Summarised view of RD in Charts(Bar Graphs,Pie Charts,Concentric circles,Timeline etc..)
RD in report Browser.
RD to achieve Navigational views.
Report Definition Joins.
1. Class Joins
2. Association Joins
3. Declare Index Joins
4. Sub Reports.

Report Definition to get Data from External Data base tables.
Generating Reports for External Databse Tables.
Populating RD to Dropdowns/Auto Complete/Multi Select.

Property Optimization & Declare Index

Optimising Single Value Property
Optimising Page Properties
PageList Optimization
PageGroup Optimization
Manual Optimising Vs Automated Optimization.
Optimizing property from Data Designer & Case type Designer.
Column Population Job
Working with Index tables
Declare Index rule.
Index Class.
Declarative Index Joins in Report Definitions.

Data Pages

Importance of Data Pages
Data Page Vs Declare Page.
Is Data Page still under Declarative Network.
Look up in Data Pages.
Importance of Activity/Data Transform Creation in Code-Pega-List for List Structured Data Pages.
Working with Page,List Structured Data Pages.
Working with Savable Data pages from Flow actions,Flow rules.
Data pages from Activities.
Mode of Data Pages
1. ReadOnly
2. Editable
3. Savable
Scopes of Datapage with Live Examples
1. Thread
2. Requestor
3. Node
Sources and Alternate Sources in Data Page
Load Management
Refresh Strategy
Usuage of DataPages from Data Transforms.
Parameterised Data Pages in Page,List Savable Modes.
Working with Keyed Data Pages.
Flushing of Data pages from Load Management.
Data Page Flushing from UI Portals.
Data Page Flushing from Declare Trigger.
Data Page Reloading Periodically.
Reload Once per Iteration.
Data Page with Connect SOAP,Connect REST.
Populating Data Pages to Dropdowns/Auto Complete/Multi Select.
DataPages in Repeating Grid Dynamic Layouts.
Data Pages in Table Layouts and Cascading Dropdowns.

Data Transforms

Introduction to Data Transforms
Data transforms Vs Activities.
Working with Each Action in Data Transforms

1. Set
2. Remove
3. Update Page
4. Append
5. Append Map
6. Apply Data Transform
7. For Each Loop
8. When/Otherwise When/Otherwise
9. Exit loop
10. Exit Data Transform

How to set LOG Messages from Data Transforms
Set Validation Messages from Data Tranforms.
Calling Data Transform in Another Data Transforms
Calling Data Transforms from Other rules

1. Activities
2. Flow Actions
3. Flow
4. Data Pages.
5. UI Controls. ..Etc

Working with Functions in Data Transforms
When to Use Activity, When to Use Data Transform.
Pre and Post Processing data transforms.
SUPER CLASS Data Transform Detailed discussion
OOTB Data Transforms.
Importance of pyDefault Data tansform in Setting OOTB Properties.
How to Set Work Object Prefix and Suffix with dynamic Values.
Obj Delete Vs Data Transform (Can DTF delete a record in Table)
Data Transforms to Concatenate Page and Page list Properties.
Exceptional Handlings in Connect Rest using Data Transforms.
How to use Parameters in Data Transforms.
Debugging Data Transform in Tracer.
Initiating Pages/Pagelist from pyDefault (Data Initialization)

Working on Many More REALTIME Data Transform Scenerios…

Validations

Client Side Vs Server Side.
OOTB Client Side Validations from UI controls.
Obj Validate Vs Edit Validate Vs Constraints.
Validations from Activity

1. Property-Set-Messages
2. Page-Set-Messages

Understanding difference Page-Validate and Property Validate.
Understanding Importance of AJAX
Clear understanding of where to use what rule for validation
Advantages and disadvantages of each Validate rule.
Working with Page-Clear-Messages to skip Validations.

OBJ VALIDATE

Validating Single Value Property and Page Property.
Looping Pagelist in Obj Validate.
Usuage of functions.
Calling When rules to check for tough logic
Validating multiple properties with Combination of Other Properties.
Calling Message rule in Obj Validate
Working with BREAK POINTS
Calling Validate rule from Flow action,Activity, Another Validate
Calling One validate rule in another.
Advantages and disadvantages of Obj Validate
Calling Edit Validates in Obj Validates.
Implementing Regex in Obj Validate.

EDIT VALIDATE

OBJ Vs Edit Validate
Edit Validate Vs Client Vs Server.
Calling from Property & Activity
Working with OOTB Edit Valiates
Creating New Edit Validates with Regex’s
Customising Error Messages in Edit Validate.
Calling Edit Validates in Obj validate and Constraints.

CONSTRAINTS

Constraints Vs Declare Network.
Usuage of functions.
Calling When rules to check for tough logic
Implementing Regex using Functions.
Calling Edit Validates in Constraints
How Constraint Works without rule reference
Working with BREAK POINTS
Calling Message rules.
Advantages and disadvantages of Constraints.
..
Many More..

Working on Realtime Scenerio’s…

Declarative Rules

Importance of Declarative Network.
1. Declare Constraints
2. Declare Expression
3. Declare Onchange
4. Declare Trigger
5. Declare Index
6. Declare Pages

Forward and Backward Chaining.
Why Declare Expressions follows both type of Chaining.
Data Pages Vs Declare Pages
Declare Index Vs Blob Data in Work Table.
Flushing Out Declare Pages using Declare Trigger.
Declare Onchange Vs UI control level “Change” Action.
Working on Scenerios of Declare Onchange with Declare Pages combined.

Primary Pages Concept

Primary Pages and its Importance.
Step Page Vs Primary Page
Importance of RunRecordPrimaryPage
Primary Pages for Portal Execution.
Primary Pages for Invocations.
Primary Pages for Flow/Casetype Execution.
Primary Pages for Standalone/Utilty Execution/Data Pages Execution.
…
Etc..

Temporary Work Object ID

How to run Flow with Temporary WO ID.
Importance of Temporary WO ID.

Obj Save Vs Savable Data pages

Obj-Save for Inserting New Record/Updating Existing Record.
How to Work with looping a pagelist and inserting/Updating multiple records.
Where to use Obj Save vs Where to use Savable Data Page.
Understanding Savable Data Page from Split For Each.
Difference between Obj Save and Obj Save Cancel.
Obj Save Exceptional Handlings.
Handling Commit Failures by logging Messages.
Understanding Commit to Data Base
Importance of OOTB Commit
Commit vs WriteNow
Understanding Rollbacking changes
Working with Obj Save Cancel and RollBack
CommitWithErrorHandling activity

Obj Open Vs Page Structure Data Page

Working with Obj Open with Single/Multiple Primary Keys.
Working with Page structured Data Pages
Diff between Obj Open and Page Structured Data Pages.
How to work with Lookup in Data Page.
How to define Activity as source in Data Page to handle single instance.
Obj Open Exceptional Handlings.
Importance of pxMethodStatus.
Understanding Step status.
Working with OOTB When rules StepStatusGood/StepStatusFail/StepStatusWarn/hasMessages etc..

Work Object Locking

Default
Optimistic Locking
Default time out value
How to modify Default time out value.
Importance of “Allow other users to access parent case when the child case is opened”
Access strategy to open and work on a case

Work Object Status

Importance of WO Status
How to Create New Work Object Status
Importance of Field Values.
Instantiate Covered Case based on Cover Case Status.
Difference between Field Value and Message Rule.
Purging/ Archieving Inflight cases based on Work Object Status.
Working with JobScheduler/ Queue Processor for CleanUp Activities in Updating WO Status.

OOTB Properties and pzInsKey

px vs py vs pz prefixes
Understanding whether we can modify py/pz related rules or not, Practically.
Importance of pzInsKey
pzInsKey Structure for Data Instance vs Rule Instance vs WO Instance.
How to identify pzInsKey of any Instance.
Understanding in identifying Data Base table of any rule based on its Instance Class and its pzInsKey.

Obj Open By Handle Vs Obj Delete By Handle

Importance of Obj-Open-By-Handle
When to use Obj-Open vs When to use Obj-Open-By-Handle
Importance of “Lock” & “Release on Commit” in Obj-Open-By-Handle.
How to use pzInsKey on Obj-Open-By-Handle & Obj-Delete-By-Handle
Difference Between Obj Delete and Obj-Delete-By-Handle.
Exceptional Handlings & Commiting.

Attachments

Understanding OOTB Local Action
Attachment Category Rule
Attachment Category from Case types
Data-Work_AttachFile and Link-Attachment Tables.
Understanding that why attachments will be stored in 2 different tables.
Relation Between pyWorkPage & pyAttachmentPage & pyCaseRelatedContent & D_AttachmentList
Importance of Documents&FileCount OOTB.
Attachment based Work Object Validations.
Clipboard Structure for Attachments.
Understanding OperatorID Page and Data-Admin-DB-Operator
Operators with Different Access Groups
Operator, Access Group, Application, Rule Set and Rules Relationship
…
Practical Scenerios..

PHASE-III

Operator-Detailed Discussion

Operator Authorization.
Importance of pr_Operators Table and Data-Admin-Operator-ID Instance Class.
Creating New Operator ID from Dev Studio
Creating New Operator ID from User/Manager Portals
How Users Can Change Password/Profile/Access Groups… from Portals.
Operator vs Access group
Operator ID clipboard Structure
Operator ID vs Requestor ID
Why Operator Instance will be stored in 2 pages Of Clipboard.
How to use Operator Data in Work Object Screens in Dropdown/AutoComplete/MultiSect/Table Layout/Repeating layout.
Creating New Operators and defining Single/Cascading level Reporting Structure.
Creating Skill rules and defining multiple Skills for Operator.

etc..

Few of Our IMP Scenerios

How to Make Bulk Operators Inactive who are in Scheduled Absence,Using Job Scheduler.
How to Update reporting Manager for Bulk Operators.
How to Create Bulk Operators based on Excel Data.
How to download Bulk Managers in PDF format
How to Show Operator and their Skills in Summarised Chart Views(Pie/Bar/Stack…)
Running a Job Scheduler to make Operators get ChangePassword Screen Daily when they login for the first time Everyday.
Working with Looping inside looping Scenerios.
Pulling out All operators in table Layout and OnClick of any Operator, opening its Rule form.
How to Disable Bulk Operators based on Access group.
How to make Operators to Access XYZ-Application in Morning and another application in Evening Automatically using Job Schedulers.
Sending Emails to Bulk Operators based on Access Group.

Many More..

Access Group(Persona)

Access group Importance
Instance Classes for Access groups
Creating New Access groups
Linking Multiple Access groups to Single Operator.
Operator Updating Access group from Portals.
OOTB Value list-pyAccessGroupAdditional.
Definining New Roles in Access Groups.
Many Practical Scenerios based on Operator and Access group Combination.

Few of Our IMP Scenerios

Working with RD-Class Joins to get Operators and their Access Groups Combined in Report Viewer.
Creating New Assocation rule to link Work Object and Operators Data.
Importance of OOTB WBopen to access the Specific rule.

Rule Sets & Versions

Importance of Rulesets.
Why ORG rulesets are applicable for all Applications by Default.
Understanding Operator Profile in Detail.
Profile vs RuleSet Hierarchy.
Locking Existing Versions
Creating New Versions
Importance of Private Edit
Implementing Check in-Check out.
Bulk Check in/Discard.
Importance of Patch/Minor/Major Versions.
Creating New Rulesets.
Branch Rulesets
Production Rulesets.
Importance of Business Rulesets Vs Integration Rulesets Vs org Rulesets.
Rule Delegation.
Skimming.
Private Edit vs Check out.
Merge Conflicts Vs Code Retrofitting.
Application Validation vs Ruleset Validation

Assignment - Routing

Assignment Shape and its Features.
Routing and its types

1. Current Operator
2. Specific User
3. Worklist
4. WorkQueue
5. Custom
6. Business Logic

Conditional Based Worklist Routing & Conditional Based Work Basket Routing
Working with OOTB Routers.
Implementing Routing from Different ways.
ToWorkList Vs ToWorkBasket
Business Logic Vs Decision Tree.
Importance of “pyOperatorOrWorkBasket”

Worklist Routing

Routing to Specific User
Routing to Reporting Manager-Single/Cascading Level.
Routing -Authority Matrix.
Conditional Based Routing using ToDecisionTable & ToDecisionTree & ToWorkList
Rerouting Using SLA rules and Activities.

WorkBasket Routing & Work Group(Team)

WorkBasket Vs Work Queue
Creating New Work Groups and Work baskets.
Linking Multiple Work Groups for Single Operator
Access Group Vs Work Group.
Importance of “GetMostUrgentWork”
Conditional Based Work Basket Routing using Business Logic
Business Logic Vs Decision Tree Creation.
Importance of OOTB property -pyOperatorOrWorkbasket
How to link Multiple Operators to Single Work Basket
How to link Single Operator to Multiple Work Baskets

Local Actions

Types of Flow Actions
Connector Vs Local Action.
How to Launch Local Action as Model Dialog/OverLay/Replace Current/New Document.
Referencing Local action from UI controls/ Assignments/Flows/Case types.
Conditional based Local Actions from UI Screens.
Impact Of Commiting on Local Action.
Impact of WO movement on Local Action Submission.
Local Action in Model Dialog Vs Flow in Model Dialog.
OOTB Local Actions
Local Action For Attachments.
Local Actions for “Where am I?”
Local Actions Vs Take Actions.
How to Display Connector Actions And Local Actions Combinedly displayed under Take Actions.

Flow Rule - Types

Types of Flow rules.
Screen vs Process.
Importance of WO ID generation for Process flow.
OOTB Activities responsible for WO ID generation.
How to Call One flow into another

1. Sub Process
2. Split For Each
3. Spilt Join

Synchronous vs Asynchronous
Spin Off in Sub Process.
When to use screen flow, when to use process flow
How to make Child flow rules generated with Different Work Object ID’s.
Screen Flow

1. How to Create Screen flow and call from Process Flow.
2. How to implement Routing
3. How to use Harness for Screen flow. Etc..

How to Make Flow rule executed as Pop up and generating Temporary WO ID

Case Management - Covers, Covered

Importance of Case Management Covers.
Creating Child Case types.
Understanding in creating mulitple sub child case types.
Instantiation of Child and Sub Child cases.
Achieving Parallel processing by creating unique Case ID for every Covered case type.
Implementing Locking Mechanism between Cover and Covered Cases.
Calculations and Wait Shape
Data Propagation

1. From Parent to Childs and Sub Childs.
2. Between multiple Child Case types.
3. From Child to Parent.

Difference between pyWorkPage & pyWorkCover.
Relation between Parent and child cases – pxCoveredInsKeys value list, pyWorkCover.
Working with pxCoveredCount,pxCoveredCountOpen,
AllCoveredResolved OOTB .

Harness

Harness and its Types
Working with WO Harnesses
1. New
2. Perform
3. Confirm
4. Review
5. pyCreate
Modfiying above Harnesses and Configuring UI screens as per Requirements.
Importance of New Harness and its Role in Work Object Generation.
How Work Object ID Creates Technically.
OOTB Activities responsible for WO ID Generation.
Practically Checking for Harnesses which are ReadOnly Vs Editable.

Working with Portal Harness
Creating New harness for our Portal requirements.
Importance of Perform Harness in loading Connector Flow Actions.
Understanding OOTB Design, pyCaseActionArea & pyCaseActionAreaButtons & FlowActionHTML_Simple in Perform harness

Portals

Creating New Portals
Creating New Harness for the same
Working with Menus and Navigational rules
Modifying Existing Portals.

Working on Many Pratical Scenerios(Check for “Operator-Detailed Discussion” Tab above)

Decision Rules

Decision Rules Introduction
Decision Shape

1. Decision Table
2. Decision Tree
3. Map Value
4. Fork etc..

Implementing Decision rules from Assignment Routing.
Calling Decision Rules from Another rules

1. Another Decision table.
2. Another Decision Tree.
3. When
4. Data Transforms
5. Activities-Method & Function.
6. Declarative rules.

Decision Rules Vs Circumstancing.

Decision Table

How to define Return values in Decision Table
How to Make Return Values Restricted based on Property reference.
How to Set/Preset extra properties based on return Value.
How to use return Value for Routing/Mathematical Calculations.
How to Check for Conflicts
How to Evaluate All rows in Decision table.
Decision Table Structure-“If/ElseIf” Vs “When”
How to call another Decision rule in table.

Decision Tree

Decision Tree Structure-“If/If” vs “Nested If”
How to define Return values in Decision Tree
How to Make Return Values Restricted based on Property reference.
How to Set/Preset extra properties based on return Value.
How to use return Value for Routing/Mathematical Calculations.
How to Check for Conflicts
How to call another Decision rule in Tree.

Circumstancing- Rule Specialization

Circumstancing Vs Decision Rules.
Single Property Circumstancing

1. Property & Date

Multi Property Circumstancing.

1. Template & Definition

Circumstancing a rule for Multiple times based on Single Property
What type of rules can not be circumstanced.
Circumstancing a rule for Multiple times based on Template and Definition.
How to use Single Template and Multiple Definitions.
Usuage of Same Template and Definition for Circumstancing multiple rules.

Rule Availability

Available
Blocked
WithDrawn
Final
Not Available

Rule Resolution Algorithm

Introduction to Rule Resolution
Rule Processing/Rule Cache
Rule Inheritance & Rule Set Version Hierarchy
Circumstance
Rule Availability
Rule Authorization

Security Rules

Access Group.
Access Role Name.
Access Role To Object.
Access Deny.
Privileges
System rule.
Access When
Access Control Policy
Access Control Policy Condition

Service Level Agreement

Importance of SLA
SLA Time Intervals

1. Goal
2. Deadline
3. Passed Deadline

SLA Escalations-Practicals

1. Advance Flow rule
2. Advance Flow Action.
3. Running Data Transform
4. Running Activity.
5. Notify Assignee
6. Notify Manager
7. Transfering WO to Worklist or WorkBasket.

How to send Emails as part of Escalations.
Increasing Urgency

1. Initial
2. Default
3. Goal
4. Deadline
5. Passed Deadline

How to Make Goal & Deadline time running on Property Reference.
How to Make SLA running on Property Reference.
SLA History
Custom SLA vs Existing SLA
Referencing SLA from

1. Assignment Shape
2. Stage
3. Flow
4. Case type

PHASE-IV

Email Integrations(Out Bound)

Triggering Emails Using Smart Shape
Triggering Emails from OOTB Activity

1. Send Email Notification
2. Send Simple Email

Creating New Email Accounts.
OOTB Email Account.
Importance of Instance Class for an Email Account Creation.
Working with Correspondence
Working with Correspondence Fragments.
Working with Templated Emails.
Working with Custom code in Corr Rules.
How to Send Bulk Emails by looping a pagelist.
How to loop Corr rule and send Templated Email for Multiple Operators.

Email Integrations(IN Bound)-Email Listner

Importance of Email Listner
Service Package
Service Email.
Creating Work Object Dynamicaly using Email Listner.
Importance of pyCreateAndManageWork

Declare Trigger

Declare Trigger to Watch a Data Base Table
Understanding different type of Watches

1. Save
2. Commited Save
3. Delete
4. Commited Delete
5. Watch Extra Properties

Creating multiple Trigger rules for single Table.
Working with Declare Trigger in Flushing Data Pages.
Working with Declare Trigger in sending bulk Emails.

Integrations – Web Services- API's

Webservices – Introduction.
Understanding Webservice between more than 2 Applications.
Protocols & Architectures available to design Webservices.
Integration Classes and Integration rule sets

SERVICE SOAP

Implementing Service SOAP by Running Service SOAP Wizard
Implementing Service SOAP by Creating all rules Manually
Working on below rules

1. XML Parse
2. Multiple XML Stream Rules
3. Service Activity
4. Request Properties(Property/Page/Pagelist)
5. Response Properties(Property/Page/Pagelist)
6. Service SOAP
7. Service Package

Exceptional Handling From faults Tab
Exceptional Handling From Service Activity.
Logging Message-LogLevel
Authentication.
HTTP Response Codes.
Importance of EndPoint Url
Importance of WSDL.
Working with INT classes and Rulesets

CONNECT SOAP

Configuring UI Screens to Implement Connect SOAP invocation.
Working with ORG INT classes and Rulesets
Creating below rules using Connect SOAP Wizard.

1. Request Properties(Property/Page/Pagelist)
2. Response Properties(Property/Page/Pagelist)
3. XML Stream
4. XML Parse
5. Connect SOAP
6. Activity & Data pages.

Creating Multiple XML Parse rules Manually
Understanding in Configuring all above rules Manually.
OOTB Exceptional handlings for Connect SOAP
Additional Exceptions from Activity by Logging Messages/Creating New WO ID’s
Simulation Activity.
Creating Authentication rules.
Understanding Exceptional timeOut for Connect SOAP execution.
Importance of “ConnectionProblem”-OOTB flow

SERVICE REST

Difference Between Service Soap And Service Rest
Advantages and Disadvantages of Service rest
Importance of JSON vs XML
OOTB JSON Stream and Parse.
Importance of GetJsonObject and AdoptJsonObject
Service Rest Architecture.
Parsing EndPointUrl Parameters to Clipboard Properties.
Service Rest Methods

1. Get
2. Post
3. Put
4. Patch
5. Delete

Working with INT classes and Rulesets
Logging Message-LogLevel
Authentication.
HTTP Response Codes.
Understanding JSON structure for Page and Pagelist.
Exceptional Handling in Service rest.
Service Package

CONNECT REST

Configuring UI Screens to Implement Connect REST invocation.
Looping Connect Rest from Activity and Data Page for handlings Pagelist Request.
Working with ORG INT classes and Rulesets
Creating below rules using Connect REST Wizard.

Request Properties(Property/Page)
Response Properties(Page/Pagelist)
Connect REST
Data pages.

Understanding in Configuring all above rules Manually.
OOTB Exceptional handlings for Connect REST
Additional Exceptions from Activity by Logging Messages/Creating New WO ID’s
Simulation Activity.
Creating Authentication rules.
Understanding Exceptional timeOut for Connect REST execution.
Importance of “ConnectionProblem”-OOTB flow
Exception Handling using Data Page and Data Transform

Dynamic System Settings - DSS

Dynamic System Settings.

Admin Studio

Importance of Admin Studio
Admin Studio vs SMA.
Agent Management.
File + Email Listners Management
Jobs Management
Requestor Management
Tracing all Requestors.
Requestor Sessions.
Remote Tracing & Clipboard.

Batch Processing - Agents

Importance of Batch Processing.
Importance of Master Agent
Modes of Agents

1. Advanced
2. Standard
3. Legacy

Advanced vs Standard
When to use Advanced?
When to use Standard?
When to use Advanced + Standard ?
Agent Time Intervals.
Importance of Access Group in Agent Processing.
Agent Ruleset.
Agent Synchronization.
Importance of Auto Queue Management
How to Queue from Flow rule
“QueueForAgent” OOTB Activity Vs “Queue-For-Agent” Method
How to Queue Inflight Case.
Queue Table design and its Scheduled based Execution.
Broken Items & Requeue
Agent Tracing.
Agent Vs Agent Schedule.
How to enable/Disable/Modify an Agent from Admin studio & Agent Schedule rule.

Working on Many Pratical Scenerios(Check for PART-III “Operator-Detailed Discussion” Tab above)

Batch Processing- Job Scheduler & Queue Processor

Agents Vs Job Schedulers Vs Queue Processors
Advanced Agent Vs Job Scheduler
Standard Agent Vs Queue Processor.
Importance of ServiceStream.
KAFKA Structure- Queue Management.
How to Queue New Transaction Item Vs Inflight Case to Kafka.
“RunInBackground” vs “Queue-For-Processing”
Broken Items, Delayed Items and its Data base Tables,Instance Class
Immediate vs Delayed Queue.
Dedicated vs Standard Queuing
Importance of pzStandardQueueProcessor.
Importance of System Run time Context.
How to use Job Scheduler and Queue Processor Combined.
Admin Studio Tracing.

Understanding Many Practical Scenerios..

External Data Base Integrations

Introduction to External Data Base.
Creating New Data base and configuring Tables.
Working with SELECT, INSERT, UPDATE and DELETE Scripts
Creating New Data Base rule and understanding about JDBC Connections.
Class Table Mapping.
External Columns Mapping.
Working with OBJ methods with External Tables.
Working with RDB methods for Internal & External.
Working with Connect SQL’s
OBJ vs RDB methods Detailed discussion.
RDB Methods

1. RDB-List.
2. RDB-Open.
3. RDB-Save.
4. RDB-Delete.

pxSQLStatementPre & pxSQLStatementPost
Working with Report Definitions to get Data from External Data Base Tables.

File Listner

Creating New File listner and Synchronising with server
Service Package
Service File.
Delimited Parse rule.
Single Record vs File Processing.

Authentication and Authorization

Single Sign-On.
Work Pool.
Authentication and Authorization.
Application Architecture.

History and Guardrails

Rule History
Work Object history
Guardrail warnings

CONSTELLATION UI & Web Embeds

Introduction to Constellation UI.
Constellation vs Cosmos.
Java script Program vs React JS Library
Importance of Center Out Approach
UI Components vs UI Controls.
Sections vs Views
Configuring Views

Full Page View
Other Views

- Create
- List View
- Summary View
- Form View
- pyPrimaryFields
Working with Latest UI Components

1. Multi Select
2. Auto Complete
3. Cascading Dropdowns.
4. Table & Simple Table.
5. Advanced Search.

Creating New Data Pages and defining as source for list views

DX API & Pega BIX

BIX & Extract File
DX Api’s

Security Concepts in PEGA

Pega Environments
Importance of System Rule
Role Based Access Controls(RBAC) vs Attribute Based Access Control(ABAC)
1. Access Groups
2. Access Roles
3. Access Role to Objects
4. Access Deny
5. Access When
6. Authentication Profile
7. Access Control Policy
8. Access Control Policy Conditional
9. Previleges

GENERATIVE AI

Importance of Gen AI from v23.
Different type of Gen AI’s in Pega Infinity
Working with Gen AI for Case type Automations

Working with Blue Print to Generate Case types,Data types,Persona’s.
GenAI for Sample Data Generation.

Build & Deployment & Skimming

Product Rule
Product File.
Package.
Import.
Major & Minor Skimming