Description

PEGA 8.4 COURSE CONTENT

Day 1:

• What is PEGA?
• Where PEGA is Used
• Comparing PEGA with Other technologies
• PEGA Advantages
• BPM Introduction
• BPM Advantages
• What is PRPC in PEGA

Day 2:

• PRPC Application Overview
• Portals in PEGA
• PEGA Designer studio Overview
• PEGA Installation & PEGA Server Configuration

Day 3:

• Building New Application in PEGA Using Application Wizard tool
• Class Layers in PEGA
• Built in Classes & User Defined Classes in PEGA
• Inheritance Types in PEGA
• What is Direct Inheritance & Pattern Inheritance

Day 4:

• PEGA Components/Rule Types
• Data Model Introduction
• Property Rule
• Property Rule Types
• User Interface & Process Introduction
• Flow Shapes

Day 5:

Designing Forms & Testing in PEGA:

• Introduction to Section.
• Layouts & Controls in Section
• Design Using Section Rule
• Flow Action Rule
• Process Flow Rule
• Creating Work Object & Tracking WO
• How to Test a Flow

Day 6:

Debugging Tools PEGA

• Clipboard
• Types of Pages in Clipboard
• Tracer
• Where Am I

Day 7:

Creating User Interface Design, Layout & Visibility Conditions

• Adding Multiple Layouts & Display based on When Condition
• Adding Layout Formats
• Visibility Condition in Layouts & Properties
• Creating & Using When Condition
• Settings actions in Layouts & Properties
• How to set Read only Fields & Required Fields

Day 8:

Business Logic in PEGA

• About Activity Rule
• Method Types & Usage
• Understand Parameters in Activity like step page, when conditions
• How to debug Activity using Clipboard
• How to trace Activity using Tracer

Using Activity to define Business logic:

• How to Create Activity & How to Call One Activity from Another Activity
• Working with Instructions(Call, Branch, Queue)
• Calling One Activity from another activity by using Call and Branch Instructions.
• Understanding the Difference between Call, Branch  & Queue  

Day 9:

• Data Type /Data tables in PEGA
• Creating Data Class
• Understanding Data Layer and Work Layer.
• Understanding PC, PR & PR4 Tables in Rulebase

Fetching Data using the Activity & Report Definition.

• Using Obj-Browse Method
• Understanding the Structure of Clipboard when fetching data using Obj-browse
• Understanding Report Definition
• Using Report Definition
• Populate Values for dropdown using Report definition
• Mapping table values to Property/layouts in section.

Day 10

Case Status, Access Reports, Parameters

• Adding Case Status to Work Objects in Flow
• Using Field Value Rule
• Using Predefined Properties
• How to Access Reports from Manager Portal
• Importance of Parameters
• Working with Parameters in Reports

Day 11

Working With Data Page Rule

• About Data Page
• Diff Types of Data page Scopes
• Diff b/w Data Page, Report Definition & Activity
• Cascading Dropdown Values based on Data Page & Report Definition

Day 12:

Introduction to Rule Set & Rule set Versions.

• What is Ruleset
• Rule Set and Versioning
• How to create a new rule-set version
• How to lock a rule set version
• About Check-in, Check-out & Private edit
• How to do bulk check in
• Work Object Locking

Day 13:

Insert Data to Table Using Primary Key

• Using Obj-Save Method to Insert & Update Records
• Understanding of Write Now  Check Box & Commit Methods  
• Difference b/w Write Now and Commit Methods.
• Difference b/w Rollback & Obj-Save-Cancel

Day 14:

Fetch Records using Class Key & Primary Key

• Types of Keys
• Importance of Primary Page
• Fetch Records using Obj-Open based on Class key
• Fetch Records using Obj-Open-by-Handle based on Primary Key
• Difference between Obj-Open & Obj-Open-By-Handle
• Understanding usage of  all Data base Methods in one scenario

Day 15:

Data Transform

• About Data Transform
• Using functions in Data Transform
• Using Data Transform to perform Property-set Operation
• Understanding of When to  use Activity and when to use Data Transforms
• Updating WO Prefix using  pyDefault  Data Transform
• Using Expression builder in Data Transform

Day 16:

Decision Rules in PEGA.

• What are Decision Rules &Types
• How to call Decision Rules
• Differences between Decision Table & Decision Tree
• Decision Shape in Flow, Activity Methods & Declare Expression Functions.
• Working with Decision Table, Decision Tree & Map Value
• Using Fork option in Decision Shape of Flow

Day 17 & 18:

Declarative Rules in PEGA

• Declare Expressions
• Declare Constraints.
• Declare On Change
• Declare Trigger.
• Declare Index.
• Declare Pages/Data Pages

Day 19:

• Validation Types
• Rule Obj Validate
• Rule Edit Validate
• Difference b/w Edit Validate & Obj-Validate
• Diff b/w Constraints & Obj-Validate

Day 20:

• Types of Flow actions
• Working with Local Action at Assignment level and Flow-Wide Local Action
• Difference b/w Connector Flow Action and Local Action
• Understanding Likelihood
• Circumstance Rule
• Circumstance Types

Day 21 & 22:

• Operator ID,
• Creating New Operator ID’s with different Access Group
• Class & Ruleset hierarchy
• Rule Authorization Process
• Rule Criteria’s
• Availability Types
• Understanding Rule Resolution Algorithm

Day 23 & 24:

• Flow Types in PEGA
• What is Process Flow and Screen Flows.
• When to Use Process Flows & When to use screen flows
• Calling a Screen Flow from Process Flow using Sub Process Shape
• Using Spin off Option in Sub Process Shape, Using Save on last step in Screen flow
• Types of Screen flow.
• Advanced shapes in Process flow: Spin Off Flow, Split Join And Split For each.

Day 25:

Harness Rule & Types of Harness

• Harness Types
• Creating User Defined Harness
• How to Customize Predefined harness rules.
• Understanding Built sections in Harness

Day 26:

Email Integration & Working with Outbound Email Integration.

• Working with Out bound email
• Working with Dynamic System Settings
• Creating Email messages using Correspondence & Correspondence Fragment
• How to configure notifications in Flow
• How to configure notification using Activity

Day 27:

• Understanding Routing InPega
• Types of Routing
• Routing to Work list
• Routing to Work Queue

Day 28:

Understanding of Operator, Work Group, Work Queue relationship.

• Creating Work Groups
• Creating Work Baskets
• Creating Operators
• Adding relations b/w operator, work group & work queue
• How to transfer work items.

Day 29 & 30:

Service Level Agreement in PEGA (SLA).

• What is SLA
• Intervals in SLA & How to Calculate SLA
• Understanding Urgency & How to calculate Urgency
• Escalation parameters in SLA
• How to map SLA to Assignment

Agents.

• Understanding & Creating Agents
• Types of Agents/ Agent Modes
• Working with Standard Agents
• How to Trace Agents using Remote Tracer
• Working with  Advanced Agents
• Understanding QueueforAgent Activity
• Differences b/w Standard and Advanced Agents.
• Understanding Agent Access Group
• How to Manage Agents using SMA Application
• How to monitor standard agents in Rulebase

Day 31:

Integrations

• Working with Service SOAP
• Creating Service SOAP
• Creating and Understanding Parse XML & XML Stream rules.
• What is Service Package
• How to Consume Service SOAP

Day 32:

Working with Connectors

• How to consume SOAP Service using Connectors
• Creating and Understanding XML Stream and Parse XML rules
• REST Protocol
• How to consume REST Service using REST Connector

Day 33

Working with External Data Bases

• Create a new External Data base & Add Tables
• Connecting External Data base with PEGA PRPC Application
• Using Connect SQL Rule to access Data from External Tables.
• Using RDB-Methods
• Diff b/w Obj-Methods & RDB-Methods

Day 34:

Working with File Listener.

• Creating Service-file Rule
• How to Load data using file listener & Parse the file
• Creating Parse Rule & Map Activity
• Creating a File-Listener rule

Exception Handling in PEGA.

• Handling Exceptions in Connector Rules
• Understanding Connection Problem flow
• Exception handling in activity using Jump conditions & API
• Checking Log messages in PRPC Application

Security Concepts:

• Access role Name
• Access Role to Objects
• Access When
• Access Groups
• Privileges

Day 35:

• Understanding Case Types
• How Add Case Types
• Working with Case Designer
• Redesign Work Flow using Case Designer
• Advanced features in Case Designer
• What is Case Management in PEGA
• Understanding Case Management
• Understanding Relation b/w Parent & Child Cases
• Understanding Diff Parameters in Case Designer

Day 36:

• What is Skimming & Types of Skimming
• Major skimming
• Minor Skimming

Deployment Process:

• Build a file Using Packaging Wizard
• Creating Product Rule
• Creating Product File
• How to import a file

Ruleset Types & Hierarchy:

• Ruleset Types
• Ruleset Hierarchy
• Importance of Rule sets
• How to Delegate a Rule

Day 37:

Project Implementation

• Project Selection Process
• Methodologies
• Enterprise Architecture
• PEGA Environments
• Development, QA , UAT (User Acceptance Testing)  & Production Servers Purpose
• Authentication process in PEGA
• Third Party Tools in PEGA
• Real Time Process in PEGA
• Requirement Gathering Tools & Deployment Tools
• Team Size
• Interview Questions
• Certification Exam
• Preparation Tips
• Resume Building