Course Content

PHASE-I

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

  • 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..

  • App studio
  • Dev Studio
  • Admin Studio
  • New Portal Creations

etc..

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

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..

  • 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..

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

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

etc..

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

etc..

  • 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..

  • 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..

  • 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..

  • 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..

  • 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..

  • 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..

  • 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..

  • How to use Live UI
  • How to Make Changes from Live UI
  • Live UI vs Developer Options in Browser
  • Inspect Element

...

Many More..

  • 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..

  • 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

  • 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..

  • 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.
  • 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 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.
  • 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.
  • 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.
  • 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...

  • 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...

  • 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 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..

  • How to run Flow with Temporary WO ID.
  • Importance of Temporary WO ID.
  • 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
  • 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..
  • 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
  • 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.
  • 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.
  • 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.
  • 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 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 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.
  • 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 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"
  • 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 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
  • 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.
  • 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
    • 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 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
  • 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 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.
  • 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 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 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.
  • Available
  • Blocked
  • WithDrawn
  • Final
  • Not Available
  • Introduction to Rule Resolution
  • Rule Processing/Rule Cache
  • Rule Inheritance & Rule Set Version Hierarchy

  • Circumstance
  • Rule Availability
  • Rule Authorization
  • Access Group.
  • Access Role Name.
  • Access Role To Object.
  • Access Deny.
  • Privileges
  • System rule.
  • Access When
  • Access Control Policy
  • Access Control Policy Condition
  • 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

  • Triggering Emails Using Smart Shape
  • Triggering Emails from OOTB Activity
  1. SendEmailNotification
  2. SendSimpleEmail
  • 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.
  • Importance of Email Listner
  • Service Package
  • Service Email.
  • Creating Work Object Dynamicaly using Email Listner.
  • Importance of pyCreateAndManageWork
  • 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.
  • Webservices - Introduction.
  • Understanding Webservice between more than 2 Applications.
  • Protocols & Architectures available to design Webservices.
  • Integration Classes and Integration rule sets
  • 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
  • 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
  • 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 
  • 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.
  1. Request Properties(Property/Page)
  2. Response Properties(Page/Pagelist)
  3. Connect REST
  4. 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.
  • 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.
  • 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)

  • 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..

  • 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.
  • Creating New File listner and Synchronising with server
  • Service Package
  • Service File.
  • Delimited Parse rule.
  • Single Record  vs File Processing.
  • Single Sign-On.
  • Work Pool.
  • Authentication and Authorization.
  • Application Architecture.
  • Rule History
  • Work Object history
  • Guardrail warnings
  • 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
  1. Full Page View
  2. 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
  • BIX & Extract File
  • DX Api's
  • 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
  • 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.
  • Product Rule
  • Product File.
  • Package.
  • Import.
  • Major & Minor Skimming
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