My System Architect Essentials 731 Student Guide
User Manual:
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- Course introduction
- Before you begin
- System Architect Essentials overview
- Introduction to Pega Platform
- The magic of Pega
- Pega Platform overview
- The roles of team members
- Capture objectives directly in the application
- Introduction to configuring a Pega Platform application
- Introduction to best practices and guardrails
- Purpose of best practices
- Pega's best practices for project success
- Guardrails for application design
- Introduction to designing a case life cycle
- Case life cycle design
- Stages
- Stage transitions
- Controlling stage transitions
- Processes
- Introduction to adding optional actions
- Optional actions
- Adding optional actions to a case type
- Introduction to guiding users through a case life cycle
- Updating the case status
- Adding instructions
- Introduction to defining user views
- User view planning
- Guidelines for designing user views
- Data elements in Pega applications
- Configuring user views
- Introduction to Validating case data
- Methods of data validation
- How to validate user data with controls
- How to validate case data with validate rules
- Validating a flow action with a validate rule
- How to use edit validate rules
- Introduction to managing case-processing dependencies
- Case relationships
- How to enforce a dependency between case types
- Adding a child case to a case
- 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
- Introduction to Data Elements in Pega Applications
- How to manage properties
- How to reference a property
- Defining properties
- Introduction to reviewing application data
- Data storage in memory
- pyWorkPage
- How to view clipboard data
- Introduction to Setting Property Values Automatically
- Data transforms
- How to set values with data transforms
- How to set default property values
- Data transforms and superclassing
- Introduction to setting property values declaratively
- Declarative and procedural processing
- Declare expressions
- How to set a property value with a declare expression
- Forward and backward chaining in declarative networks
- 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
- System tasks
- How to add system tasks to process flows
- Introduction to exchanging data between cases
- Data propagation
- Propagating data when creating a case
- Updating data for an existing case
- Calculating case values from child case data
- 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
- How to use reference data
- Defining reference data for a data type
- Using the external database mapping wizard
- Introduction to configuring a service level agreement
- Service level rules in Pega Platform
- Adding a service level to a case
- Assignment urgency
- Configuring a service level agreement rule
- Introduction to configuring and sending correspondence
- Automating case communications
- Sending an email from a case
- How to configure correspondence
- Introduction to Routing Assignments
- Assignment routing
- Worklists and work queues
- Configuring assignment routing
- Introduction to delegating business rules
- Business rule delegation
- Best practices for business rule delegation
- How to delegate rules to business users
- Introduction to controlling the flow of a case life cycle
- Conditional paths in a case life cycle
- How to model a decision point in a process
- How to configuring processing for a case
- Introduction to circumstancing rules
- Situational processing
- How to circumstance rules
- Circumstancing a rule
- Introduction to configuring a user form
- Section rules
- How to configure a section
- How to configure responsive UI behavior
- Introduction to creating dynamic content in user views
- Dynamic UI behavior
- How to configure field attributes for dynamic display
- Action sets
- How to configure an action set for a field
- Introduction to creating reports
- The role of reports
- Business and process reports
- The Report Browser
- How to create a report
- How to organize report results
- Creating a report
- Organizing report results
- Introduction to optimizing report data
- Data Storage in Pega applications
- Property optimization
- Optimizing properties for reporting
- Introduction to unit testing application rules
- Unit testing
- How to unit test a rule
- How to record a unit test for automated testing
- Introduction to debugging Pega applications
- The Tracer
- How to investigate application errors with the Tracer
- System Architect Essentials summary