Senior System Architect

551 Pages·2015·19.67 MB·English

Senior System Architect

STUDENT GUIDE
(v. 7.1)
 Copyright 2015
Pegasystems Inc., Cambridge, MA
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Document Name: SSA_716_StudentGuide_20150211.pdf 
Date: 20150211
Table of Contents
Orientation........................................................................................................ 1
Completing the Exercises................................................................................................... 2
Application Design........................................................................................... 4
Starting an Application....................................................................................................... 5
Introduction to Rulesets..................................................................................................... 10
Working with Branches...................................................................................................... 19
Rule Resolution.................................................................................................................... 26
Enterprise Class Structure.docx........................................................................................ 35
Circumstancing.................................................................................................................... 42
Reuse and Specialization.................................................................................................... 52
Case Design...................................................................................................... 58
Case Management Under the Hood................................................................................. 59
Case Lifecycle Management.............................................................................................. 67
Case Hierarchy..................................................................................................................... 75
Creating and Editing Flows................................................................................................. 90
Advanced Flow Processing................................................................................................. 100
Screen Flows........................................................................................................................ 108
Work Status.......................................................................................................................... 119
Work Parties......................................................................................................................... 125
Data Model....................................................................................................... 134
Building a Solid Foundation............................................................................................... 135
Controlling Data with Properties....................................................................................... 143
Source Your Data With Data Pages................................................................................... 151
User Experience............................................................................................... 164
Introduction to User Experience....................................................................................... 165
Introduction to UI Architecture......................................................................................... 175
Building the User Interface................................................................................................ 188
Building Responsive User Interfaces................................................................................ 202
Styling Applications............................................................................................................. 212
Understanding Available Controls.................................................................................... 215
Dynamic User Interface...................................................................................................... 226
Automating Business Policies......................................................................... 242
Data Transforms................................................................................................................. 243
Activities............................................................................................................................... 254
Pega Pulse............................................................................................................................ 262
Case Attachments............................................................................................................... 265
Routing................................................................................................................................. 274
Get Next Work..................................................................................................................... 284
Correspondence.................................................................................................................. 289
Tickets................................................................................................................................... 300
Declarative Processing....................................................................................................... 306
Declarative Rules................................................................................................................. 315
Delegating Rules to the Business User............................................................................. 326
Automating Decisioning..................................................................................................... 335
Validation............................................................................................................................. 348
Reporting.......................................................................................................... 357
Creating Business User Reports........................................................................................ 358
Configuring Reports............................................................................................................ 369
Data Modeling in Reports.................................................................................................. 383
Data Visualization using Charts......................................................................................... 392
Integration........................................................................................................ 396
Introduction to Integration................................................................................................ 397
Error Handling and Debugging.......................................................................................... 406
Configuring a SOAP Connector......................................................................................... 417
Setup a SOAP Service.......................................................................................................... 429
Setup a File Service and Listener....................................................................................... 444
Interacting with an External Database............................................................................. 462
Architecture...................................................................................................... 471
Controlling Access to an Application................................................................................ 477
Authentication Using LDAP................................................................................................ 472
Administration.................................................................................................. 489
System Debugging.............................................................................................................. 490
Designing for Performance................................................................................................ 511
System Tuning and Maintenance...................................................................................... 529
Migrating an Application.................................................................................................... 534
Module 01: Orientation
This lesson group includes the following lessons: 
 Welcome 
 Completing the Exercises 

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Completing the Exercises
To learn software, we must use the software. Most lessons include a hands-on exercise that allows us to
practice what we just learned. By completing the guided exercises in this course we create an application
in PRPC.
The lessons include an exercise that provides a scenario which describes the business problem that
needs to be solved. To help you complete the exercises, three varying degrees of additional support is
provided beyond the business scenario and are listed below.
Scenario - describes the business problem we need to solve
Approach- specifies the high level steps you need to perform to solve the business problem
Hints - additional information as needed to assist with completing the exercise
Download Solution Link - Each exercise has a link to download a zip file. The zip file typically contains a
solution ruleset and an exercise design approach file. The solution ruleset is attached for your
reference so that you can compare your solution with the solution created by the lesson developer. The
Design Approach walks you through the solution for the exercise problem. It identifies what rules need to
be created and alternative design approaches if applicable for the exercise that might be considered. Be
sure to unzip the file before importing the solution ruleset into your PRPC application.
It is our goal that you can complete the exercises using the scenario and approach and relying on the
hints as needed. Use the solution only to cross check your work and not to complete the exercise.
Use the following log in credentials to complete every exercise in this course.
• Username: admin@sae
• Password: rules
The exercise application is called HRServices and has the Candidate selection and Onboarding
processes for new employees. Use the Case Designer as a starting point to familiarize yourself with the
processes.
The purpose of this application is to serve as the basis for the exercises. The application is incomplete
and contains components in draft mode. It was not built according to best practices and intentionally
contains design flaws that you will correct as you complete the exercises.
The exercise system has an open ruleset version for you to enter your rules. This is the default choice
when you save rules, and the name is HRServices: 01-01-05.
When you require modifying an existing rule, save a copy into HRServices: 01-01-05, this can be done by
using the Save As menu and then clicking Specialize by class or ruleset.

When working on the case designer, you will notice a message at the top to create a copy, click the copy
button to copy it into 01-01-05.
2
Loading the Exercise Solution
To load a solution:
1. Download the solution zip file.
2. Import the solution branch zip (Designer Studio > Application > Distribution > Import).

3. Add the solution branch to the application record using the Add Branch button. The name of the
branch is the same as the name of the solution file. For example, if the name of the solution file is
CaseLifeCycle.zip the name of the branch is CaseLifeCycle.

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Module 02: Application Design
This lesson group includes the following lessons:
• Starting a Pega 7 Application
• Introduction to RuleSets
• Working with Branches
• Rule Resolution
• Enterprise Class Structure
• Circumstancing
• Reusability and Specialization

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Starting a Pega 7 Application
At the end of this lesson, you should be able to:
 Describe the purpose of the Application Express
 Decide on an appropriate Application Structure
 Create an application
 Extend an application
 Use the Advanced Configuration
 Add Case Types and Data Definitions
Describe the Purpose of the Application Express
Prior to Pega 7 there were two wizards available to create an application. There was the Application
Accelerator, which was used to create enterprise class applications, and the Application Express that was
used to quickly create a prototype application.
In Pega 7, the Application Accelerator has been retired and the Application Express has been enhanced
to support creation of enterprise class applications structures.
Some of you might ask yourself what happened to the Application Profiler. It has also been retired.
In Pega 7, DCO (Directly Capture Objectives) is available throughout the application lifecycle. We’ll learn
more about DCO in a separate lesson.
Let’s have a look at the new Application Express. It can be found in the Application menu under New
Application.
It is a four step wizard used to create or extend an application or framework. The idea in Pega 7 is to
provide a simple wizard so that few decisions have to be made upfront, together with tools in the
Designer Studio, making it easy to extend the application structure once it has been generated.
Next we’ll have a look at the application structure options.
Decide on Appropriate Application Structure
Before running Application Express it is important to understand the nature of the application to be
created to make sure an appropriate application structure gets generated.
We always need to specify an application on which to build. If we don’t want to extend a specific
application or framework we select PegaRULES to build on the base PRPC.
All applications available on the system are shown in the dropdown, unless they have been configured
not to appear in the list.
This can be done on the Documentation tab on the application record by selecting Do not show this
application as a built-on choice in the Application Express.
The ‘Implementation Only’ option was added in Pega 7 and gets used if we know from the very start that
there will be no need for reuse at the application level, in other words no need for several

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