System Architect Essentials II PDF
Preview System Architect Essentials II
System Architect Essentials II Lesson Reference Documents Copyright 2014 Pegasystems Inc., Cambridge, MA All rights reserved. This document describes products and services of Pegasystems Inc. It may contain trade secrets and proprietary information. The document and product are protected by copyright and distributed under licenses restricting their use, copying, distribution, or transmittal in any form without prior written authorization of Pegasystems Inc. This document is current as of the date of publication only. Changes in the document may be made from time to time at the discretion of Pegasystems. This document remains the property of Pegasystems and must be returned to it upon request. This document does not imply any commitment to offer or deliver the products or services provided. This document may include references to Pegasystems product features that have not been licensed by your company. If you have questions about whether a particular capability is included in your installation, please consult your Pegasystems service consultant. PegaRULES, Process Commander, SmartBPM® and the Pegasystems logo are trademarks or registered trademarks of Pegasystems Inc. All other product names, logos and symbols may be registered trademarks of their respective owners. Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors. This document or Help System could contain technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Pegasystems Inc. may make improvements and/or changes in the information described herein at any time. This document is the property of: Pegasystems Inc. 1 Rogers Street Cambridge, MA 02142 Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com Document Name: sae2_716_LessonReferenceDocuments_20141121.pdf Date: 20141121 Table of Contents Orientation........................................................................................................ 1 Course Overview................................................................................................................. 2 Effective Application Development with PRPC............................................. 7 HR Services Application Operational Walkthrough........................................................ 8 The Building Blocks of a PRPC Application....................................................................... 22 Managing the Building Blocks of a PRPC Application..................................................... 33 Guided Application Development Using Guardrails....................................................... 62 Designing Enterprise Applications Using Case Management.................... 73 Best Practices fsor Case Management Design................................................................ 74 Managing Enterprise Apps using Stage-Based Case Design.......................................... 100 Best Practices for Effective Case Decomposition............................................................ 129 Best Practices for Effective Process Decomposition....................................................... 174 Guardrails for Case Management Design........................................................................ 198 Creating an Effective Data Model.................................................................. 205 Best Practices for Designing a Data Model...................................................................... 206 Best Practices for Managing Data..................................................................................... 228 Best Practices for Managing Reference Data.................................................................. 241 Sharing Data Across Cases and Subcases........................................................................ 287 Guardrails for Data Models............................................................................................... 296 Integrating with External Data Sources......................................................... 302 Integrating with Databases................................................................................................ 303 Guardrails for Integrating with External Data Sources.................................................. 312 Creating Engaging User Experiences............................................................. 319 Designing the User Interface for Reuse and Maintainability......................................... 320 Building Assignment Focused (Intent-Driven) User Interfaces...................................... 337 Best Practices for Designing the User Interface.............................................................. 350 Using Advanced User Interface Controls......................................................................... 367 Managing Data for Selectable List Controls..................................................................... 376 Building Dynamic User Interfaces..................................................................................... 383 Validating User Input.......................................................................................................... 390 Guardrails for Creating Engaging User Experiences....................................................... 403 Enforcing Business Policies............................................................................. 409 Designing Business Rules for the Business User............................................................ 410 Enforcing Business Policies using Service Levels............................................................ 428 Notifying Users from Within a Process............................................................................. 445 Enforcing Business Policies Using Decision Rules........................................................... 465 Enforcing Data Relationships with Declarative Rules..................................................... 480 Guardrails for Enforcing Business Policies...................................................................... 496 Process Visibility Through Business Reporting............................................ 501 Preparing Your Data for Reporting................................................................................... 502 Building Business Reports................................................................................................. 512 Guardrails for Business Reporting.................................................................................... 524 Best Practices for Preparing an Application for Testing Deployment....... 532 Using Guardrail Reports to Ensure the Best Performance............................................ 533 Guidelines for Maintaining Requirements and Specifications...................................... 550 Module 01: Orientation This lesson group includes the following lessons: Course Overview 1 Course Overview 2 © 2014 Pegasystems Inc. Course Overview Welcome to the System Architect Essentials, Level Two course. This course is designed for architects who have attended System Architect Essentials - Level One, or have a solid working knowledge of how to create a basic case type. In this course, we assume you know how to create the necessary components to create a basic case type using Pega 7 so our focus is on best practices and design patterns. We’ll extend a previously built application to support additional case management requirements and capabilities. 3 © 2014 Pegasystems Inc. Course Overview It will help to have some knowledge of –or experience with - object-oriented application design and familiarity, or experience with agile project methodologies. Knowledge of your company’s business practices and policies will also help you translate the methods learned in this course to your “real world” requirements. 4 © 2014 Pegasystems Inc. Course Overview This course is organized into five broad categories. We’ll start with case management design patterns. Our goal here is to learn how to design case types that are easily communicated but contain enough implementation detail to be executed directly –without modification. Next, we’ll explore effective data management techniques and best practices that make interacting with data, including data from external sources, more intuitive. The third category is devoted to learning how to create an engaging user experience. We’ll study best practices and learn how to use adavanced user interface controls. Then, we’ll look at best practices for automating business policies. Finally, we’ll cover how to provide business performance visibility through reporting. 5 © 2014 Pegasystems Inc. Course Overview Each lesson consists of a video and a transcript, and is presented as a case-study of a selected business problem. In the video we explore best practices for creating the most effective solution. Almost every lesson has an exercise to help reinforce the case study and provide you hands-on experience with Pega 7. Each lesson includes a quiz to assess your knowledge of the topic. Given that each lesson builds upon a previous lesson, we recommend that you take the lessons in the order they are presented. We look forward to helping you learn what Pega 7 has to offer and how it provides you the power to simplify! 6 © 2014 Pegasystems Inc.
Description:The list of books you might like
