Pega is a popular BPM Tool which majorly concerned in Customer engagement and digital process automation. Pega eliminates coding, simplifies the process by making use of inbuilt functionalities, and mainly stands for reusing the existing rules and modifying accordingly.
Pega is platform where user can develop applications, integrate with external system and implement mobility, manage case life cycle, decision management can be done, implement DevOps and Robotic Automation, extensive User Interface Design, Reporting etc Pega built on Java and latest version is Pega 8.2 also it stands for Build for Change.
CSA – Certified System Architect Basic level of certification as entry level for developer CSSA – Certified Senior System Architect Expert in building, judging, leading the team with good technical aspects LSA – Lead System Architect Leader of development who is thorough with all the functionalities and implements accordingly.
Designer Studio and Pega Express.
Tracer, Clipboard, SMA and PLA.
Data Page is Single Page or Page list where it stores the data that system needs to populate work item properties for its calculation or for other processes. Thread – Collection of Pages Requestor – Collection of Threads Node – It associates with multiple requestors.
Browser requestor – Starts with letter ‘H’ Batch requestor – Starts with letter ‘B’ Application requestor – Starts with letter ‘A Portal requestor – Starts with letter ‘P’.
Portal is an Interface that appears for the user (Developer / End User) and portal can be configured in Access Group. Ex: Developer portal, manager portal, user portal, admin portal.
Report is a rule in pega, where it mainly used by managers to review and verify the data and also to visualise the overall progress. List view and Summary view are the popular views in pega.
Column layout, portal layout, grid layout, dynamic layout.
Abstract – It’s a rule created to support the definition of rule including other classes, it cannot be instantiated and end with ‘-‘ Concrete – It can have the instances stored in the database.
PRPC Shared Product, Enterprise Shared Product Layer, Generalised Application Layer and Organisational & specialised application layer.
Directed Inheritance – Allow user to specify a parent class (must not related to name of the class) Pattern Inheritance – It search based on the patter defined in class structure.
Workgroup – Its collection of workbasket and maintained by a manager who can allocate work to the users associated with Workgroup. Worklist – It belongs to an operator and he can access the cases based on his priority. Workbasket – It related to an organisation via Workgroup and it holds the cases which are not belongs to unique operator id.
Workgroup – by associating a workbasket monitored by manager-operator rule – Defining a workbasket in operator id rule form.
Straight through flow, Process flow, Screen flow, Starter flow and Sub flow.
By using privileges and when conditions under process tab of the flow instance.
Flow action specify the choices that users have when performing an assigned work object Connection flow action and local flow action are the two types.
Service level can define the timeline to process work object by executing activities Goal, Deadline and Passed Deadline are the terms associated with it.
Process level – It defines the SLA for overall case life cycle Assignment level – It defines the SLA for a particular assignment associated with a particular user.
Inner Join – It is used to join two tables with matching data Left Outer Join – It fetches all columns from applies to class and associated column which is having values from joined class Right Outer Join – Vice versa of Left Outer Join
Agent is an internal background process operating on a server in periodic basis Legacy, Standard and Advanced Agents are running modes.
Obj – Preferable for Pega Internal DB Tables Used to perform operations on single table at a time Can BLOB (pzPvStream) column results as well Pega automatically write sql queriesRDB – Preferable for External Tables Used to perform operation on multiple tables at a time BLOB (pzPvStream) Column values cannot be retrieved We need to define query using Connect – Sql rule and use it.
px and pz are read only keys in pega which are created while processing ex: pxObjClass, pxCreateDateTime, pzInsKey, pxRequestor py is editable key ex: pyid, pyWorkBasket.
Local Variable – It is strictly particular to one activity/Data transform and it cannot be taken forward. Parameter Variable – It associate the value of a property and we can pass the parameter value to calling rule and utilise it.
Activity is a rule where it follows a series of instruction given by sequence of steps in terms of methods. Connector, Routing, Trigger, Utility, Validation, Notify, OnChange, Parent Activity and Assign are the various types used in Pega.
Exit – Activity: It exits the calling activity and control returns to the called activity Activity – End: It Stops executing all the calling/called activities.
Locking is acquiring control over a work object before proceeding to perform any action on it and to ensure only single user to be perform actions on a work object at a time. Default Locking: Only one user can work on work object at a time. Optimistic Locking: This is enhanced feature introduced in pega 7, where multiple operators work on same object at a time.
Using Faults tab in Connect – Soap rule Using Error handle flow in Connect – Soap rule Service Tab Transition Step
a) It simplifies the search by introducing index values to the aggregated properties b) It helps in exposing aggregate properties c) Finally converts complex algorithm to simple feasible solution
By making use of Remote Tracer Functionality available in tracer and hence tracing the different requestor sessions available
Available: It is ready to run at the time of rule execution. Not Available: It is not available during run tim. Blocked: It restricts the rule resolution to not execute the rule at run time, by returning ‘Rule Not Found’ exception as well as throws error. Final: this functionality to indicate that the rule cannot be modified further, however it can be changed in the same ruleset higher version. Withdrawn: It withdraws a rule from its current version and it’s all lower versions, however if the same rule present at different Rule set version will be executed at run time.
Notify, NotifyAll, New, Work-.AddCovered, AddCoveredWork, Work-.Addwork, Work-.Add, NewCovered, ToCreateOperator, ToWorkBasket, ToWorklist, Work-.NewDefaults, Assign- .NewDefaults, CorrNew, NewDefaults.
Primary page is a page associated with the rules applies to class and it holds the property values & pairs, the same can be utilised in various places by referring it.
Clipboard: It serves as primary temporary memory for multiple requestor. Database: It is the permanent memory where the data can be persisted to make use at later point of time (Obj and RDB methods are used to interact with DB from Pega)
User Pages: Its top level clipboard page created by user by making use of activity methods such as Page-New, also it can be editable by the use. Data Pages: It is generated by executing the declarative rules and the content appears as read only to the users. System Pages: It holds Thread Page, Process Page, Requestor Page, Application Page, Operator Page, Organisation Page etc.
It supports the display of work object forms during the run time for the application users. Perform Harness: It supports users completion of Assignments associated to the. Review Harness: It previews the work objects in read only display mode. New Harness: It refers to initial creation of the objects and supports initial entry. Confirm Harness: It will accept a text note describing a user’s reasoning about a recently completed assignment.
Service: It’s kind of response given to an incoming reques. Connector: It’s kind of approaching the other system for the response by giving the necessary request inputs (MQ, SQL, JAVA, JSM, HTTP, JCA, EJB, DOTNET, SOAP are the implementation types available)
Obj-Browse: Similar to Internet search engine browsing and fetching results based on Class and filter conditions. Obj-Open: It used to open the instance stored in Internal and External table, similar to opening the search instances from browsing result. Obj-Save: It’s to save clipboard page to pega internal/external db tabl. Obj-Save-Cancel: Used to cancel the uncommitted Obi-Save instances in a particular pag. Obj-Delete: it’s deleting the instance from db table, can be deleted immediately or can be deferred for later point of deletion.
In Connect –Soap Configuration, XML Stream is used to convert the mapped property values into XML format as reques. Parse-XML is used to convert the xml format of response from external system into property vales to be mapped to clipboard.
By defining the log message method and can be viewed in tracer after defining the local variable in activity. By selecting the checkbox Local Variable checkbox in tracer.
It’s a PRPC background process that waits for arriving message in the port and are defined by Data ObjectsMQ Listeners (Data-Admin-Connect-MQListener) Email Listener (Data-Admin-Connect-EmailListener) File Listener (Data-Admin-Connect-FileListener) JMS Listener (Data-Admin-Connect-JMSListener)
It is a portion/area of a standard work object form that is placed in a harness form. We can embed a section inside a section, also we can insert a harness inside a section using Tab layout form Section can be referred in Paragraph rules, Flow Action rules, Other Sections and Harness rules.
It’s the Pega Internal search algorithm used to find the best appropriate rule at run time rule execution
Validation is a kind of verification method in pega to validate the fields and its associated values Client Side Validation: It’s like field and property level validation and user get Warning/Errors before submitting the form Server Side Validation: It validates the input fields after submitting the user form to the server
It populates the outcome by declarative processing Declare Expression: Evaluates the expression to get the outcome Declare OnChange: Computes the property value on change of specific property values Declare Trigger: It process automatically by running an activity when instance of particular class are created/updated/deleted in DB Declare Index: It improves search and reporting access for properties. Declare Constraint: It imposes validation for a property when it is altered. Forward Chaining: It modifies the target property value based on the associated property value changeBackward Chaining: It make use of property-seek-value method to find the missing properties by using Goal seek technique
It is a file that holds security certificates that supports outbound email security and web service security.
By making use of DB Table Class Mapping Wizard
Control initiates an entry in the pr_sys_locks table Finally pxLockHandle holds the lock object (i.e., pxLockHandle = pxObjClass + Lock key array) Note: When different requestor tries to obtain a lock on same object, then insert query fails and throws error.
It’s a functionality to find out the duplicate cases in pega by using the inbuild features. Smart Shape to be used – Duplicate Search Rule to be modified – Case Match (To define Must match and Weighed match conditions) and pyDefaultCaseMatch.