System Architect Essentials Student Guide
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- Course Introduction
- Before you begin
- The Pega Platform
- Introduction to the Pega 7 Platform
- Pega 7 application platform
- Model-based application design and development
- Pega 7 user roles
- Pega 7 user portals
- Pega Express
- Using Pega Express to model the life cycle of a case
- Designer Studio
- Using Designer Studio to refine the life cycle of a case
- Capture objectives directly in the application
- Build multi-dimensional applications
- Use a model-driven application design
- Introduction to best practices and guardrails
- Purpose of best practices
- Pega's best practices for project success
- Pega guardrails for application design
- Introduction to designing a case life cycle
- Case life cycle design
- Case types
- Stages
- Processes
- Introduction to assigning work
- Assignment routing
- Assigning work to case participants
- Introduction to enforcing service levels
- Goals and deadlines
- Adding service levels
- Creating an Application User Interface
- Planning end-user forms
- Configuring user views
- Introduction
- Requirements management
- Managing Requirements
- Business objectives
- Application requirements
- Requirements 101
- Application specifications
- Specifications 101
- Relationship between Pega design artifacts
- Linking specifications to business objectives and requirements
- Introduction to best practices for case design
- Effective process design: collaborate, elaborate, iterate
- Designing intent-driven processes
- Introduction to managing case life cycle exceptions
- Alternate stages
- Adding alternate stages to the case life cycle
- Stage transitions
- Controlling stage transitions
- Introduction to adding optional business process events
- User actions
- Adding user actions to the case life cycle
- Introduction to sending correspondence
- Automating case communications
- Sending an email from a case
- Introduction to guiding users through a business process
- Updating the case status
- Adding Instructions
- Adding an Instruction to a step
- Introduction to designing complex process flows
- Flow rules
- Flow shapes
- Adding shapes to a flow rule
- Configuring flow shapes and connectors
- Introduction to process visibility through business reporting
- Business reports
- About the Report Browser
- Working with the Report Browser
- Working with the Report Editor
- Introduction to the Role of the System Architect
- The role of the system architect
- Introduction to the Building Blocks of a Pega Application
- Rules and rule types
- Rules and rulesets
- Classes and class hierarchy
- How to create a rule
- How to update a rule
- How to reuse rules through inheritance
- Reviewing class inheritance
- Introduction to accessing applications
- How to manage user access to an application
- Introduction to assessing guardrail compliance
- Compliance Score
- How to assess guardrail compliance
- How to address guardrail violations
- Justifying rule warnings
- Introduction to Creating Cases and Child Cases
- Case type and case
- Case type relationships
- Adding a top-level case type in an application
- Adding a child case type in an application
- Creating a case during case processing
- Introduction to Data Elements in Pega Applications
- Data elements in Pega applications
- How to manage properties
- How to reference a property
- Defining properties
- Introduction to Setting Property Values Automatically
- Data transforms
- How to set values with data transforms
- The pyDefault data transform
- Setting property values using the pyDefault data transform
- Data transforms and superclassing
- How to configure superclassing for data transforms
- Introduction to Setting property values declaratively
- Declarative processing
- Declare expressions
- How to set a property value with a declare expression
- Setting a property value with a declare expression
- Introduction to Passing Data to Another Case
- Data propagation
- Propagating data to another case
- Introduction to Reviewing Application Data
- Data storage in memory
- pyWorkPage
- How to view clipboard data
- Viewing clipboard data
- Setting property values using the Clipboard tool
- Introduction to Activities
- Activities
- Activity execution
- Activity parameters
- API activities
- Activities best practice
- Introduction to Configuring a Work Party
- Work parties
- How to add a work party to a case
- Configuring a work party for a case type
- Introduction to Configuring Service Levels
- Service level agreement rules
- The Passed Deadline interval
- How to adjust assignment urgency
- Configuring a service level agreement rule
- Introduction to Routing Assignments
- Routing
- Worklists and workbaskets
- Routers
- Configuring routing
- Introduction to Configuring Correspondence
- How to configure correspondence rules
- How to configure correspondence in a business process
- Configuring correspondence rules
- Introduction to circumstancing rules
- Situational processing
- Rule circumstancing
- Types of circumstancing conditions
- Circumstancing a rule
- Introduction to Automated Decisions in Pega Applications
- Types of decisions available in Pega applications
- Introduction to Configuring When Rules
- When conditions
- How to configure a when condition using a when rule
- Configuring a when rule
- Introduction to Configuring Decision Tables and Decision Trees
- Decision tables
- How to configure a decision table
- Configuring a decision table
- Decision trees
- How to configure a decision tree
- Configuring a decision tree
- How to unit test a decision table or decision tree
- Introduction to Designing a UI Form
- User interface structure
- Sections and layouts
- How to build a section
- Creating a dynamic layout in a section
- Creating a repeating layout in a section
- How to build sections for reuse
- Live UI
- How to use Live UI
- Using Live UI
- Guidelines for designing user forms
- Introduction to Reusing Text with Paragraph Rules
- Paragraph rules
- Reusing text with paragraph rules
- Introduction to Configuring Responsive UI Behavior
- Responsive user interface
- Presentation layer and UI skins
- How to trigger responsive behavior with responsive breakpoints
- How to style applications with UI skins
- Configuring responsive breakpoints on a dynamic layout format
- Introduction to Designing a Dynamic UI
- Dynamic user interface behavior
- Hiding and showing UI elements
- Action sets
- Introduction to Validating User Data
- Methods of data validation
- Controls
- Validating with controls
- Dynamic lists of data entry items
- How to create a dynamic list
- Creating a dynamic list
- Validate rules
- How to use validate rules
- Validating a flow action with a validate rule
- Demo: Validating a flow action with a validate rule
- How to use edit validate rules
- Introduction to Creating Reports
- Reports
- Report columns
- Report filters
- How to create a report
- Creating a report
- Report results organization
- Organizing report results
- Introduction to Optimizing Data
- Data Storage in Pega applications
- Property optimization
- Optimizing properties for reporting
- Introduction to caching data with a data page
- Data pages
- How to configure a data page
- Configuring a data page
- Introduction to managing reference data
- Reference data
- How to use local data storage
- Defining reference data for an application
- Introduction to Integration in Pega Applications
- Connectors
- Services
- Connecting to an external database
- Introduction to Creating a Connector
- Creating a connector
- Introduction to Debugging Pega Applications
- The Tracer
- How to investigate application errors with the Tracer
- System Architect Essentials 7.2 Summary