Activity: BRANCH: It similar to Call Method, but not return

 It’s like a function. to Parent).

 It’s a unit of work that an individual is asked to SHOW PAGE: Used to show the page in XML form
perform.
 The activity has a clear purpose expressed interms of OBJ-OPEN METHOD: Used to open the Instance
creating or updating some artifacts such as model, as a Clipboard Page ( SELECT)
class or a plan.
TECHNICAL ==> NEW ==> Activity (It call from any place OBJ-SAVE: Used to save a clipboard page to the
from Utility, Flow Action)
OBJ-DELETE:Delete a database instance corresp
Activity steps invoke Process Commander methods,
which are atomic operations that: OBJ-SAVE-CANCEL: Cancel an earlier Obj-Save
 Compute and update property values on the
clipboard. OBJ-OPEN-BY HANDLE: Same as Obj Open,
 Retrieve data from the database. Instance to open).. ParamtersInstanceHandle,
 Save data from memory to the database or to external
systems. Commit: Commit all the DB Changes
 Manage the process flow-of-control.
Methods: OBJ-VALIDATE: Apply validation rule for the ob
CALL METHOD: Calling another activity. step page
Suppose 2 activities there, If I want to execute 2nd activity, RDB-LIST Method:
and then use CALL Method. Can be used to Retrieve Rows from an Externa
First execute 1st Activity, control will go to 2nd Activity, After Results as embedded Pages.
completion of 2nd Activity control will back to the 1st Activity. RDB-Open- is used to retrieve a single record
retrieved data in the clipboard page as a property
PROPERTY SET: is used to set property value into Step New Int.Connector  Connect SQL Package
Page. browse Tab  write query & Execute (Run)
PAGE NEW: is used for New Page. Parameter- Rq. Type, Access, Classname, Max

PAGE COPY: Copy the contents of a source clipboard page RDB-List: is used to retrieve multiple records
to a new or previously created clipboard page
Page Clear:
Clipboard Page:
Show Page: Contents of step page can be viewed in XML RDB-SAVE: is used to save the content of the cli
format
Page Set Message: Add a message to a clipboard page
Parameters  Page, Message
ABSTRACT CLASS: Which is not fully implemented class
(Without body Content).It contain any rule type, Cannot
contain instances. Name end with -.
Note: It Cannot have Instances (Instance cannot be created)
CONCRETE CLASS: It is fully implemented class. Can
create, Initialize objects. Name must not end with (-).
Attachmnt(std)types in Process Commander are: File,
Note, Scanned Document, Screenshot, URL
retrieved results as an embedded pages in a spe
List
RDB-Delete: is a method used to delete a row or
using SQL. Under Delete Tab of connect-SQL ru
SQL
database from the external DB. The system save
page to the specified table in the database. This
Connect SQL rule that contains SQL statemen
CREATE statements on the Save tab
Alerts -PEGA0004 - SQL queries are inefficent
PEGA0017 - Rule cached are too small
PEGA0025 - Required DB data not expos
PEGA0026 - Time to acquire DB connecti
PEGA0027 -Too many rows are being retu
PEGA0028 -Java garbage collection not a
desired results
APPLICATION Rule:
A Rule that defines an ordered set of rule sets tha
 PRPC Appln listed in the security Rule Category
Work Related Functions==> Updating work object status,
Routing a work object of work list /work basket, Creating / APPLICATION Profile Wizard:
Processing email, Adding work to cover or folder, A PRPC Application that takes input from a u
Instantiating work object document called an Appln Profile. This doc con
Integration ==> Invoking connector Rules during the inception phase of the methodology.
Ancillary Functions ==>Writing debugging information to
log files Application Accelerator : this is the wizard that g
application. Based on the input to the Application
Access Groups: Group of people who perform similar job rules starting from the Org Structure to rule sets to
function in Appln that control portal layout and Appln access.
Attachment Category:
NEW ==> SECURUTY ==> AccessGroup Attachments are associated with work objects and
(It make a set of rule set versions available to requestors. business process or purpose of the attachment.
Developer define Access Groups and associate an Access
Group with each User) Assignemnt:
It signifies that person or system must act on
Aggregate Property: progress.
Aggregate property that is not a single value mode, such as
Page, Page List, Value List, Value Group.
These Corresponds to arrays, Repeating Groups
Array Structure - Value List, Page List
Un Ordered - Value Group, Page Group

AGENTS:
 Agents are internal backward process operating on the
server that runs activities on a periodic basis.
 Agents route work according to the rules in our
application.
 Agents also perform system tasks such as sending e-
mail notifications about assignments and outgoing
correspondence, generating updated indexes for the
full-text search feature, synchronizing caches across
nodes in a multiple node system
NOTE: Agents need scheduling whereas File Listeners do
not need scheduling
AGENT Types:
a) Rule Agent => It is activity, will be run a regular
b) Data Agent => It Schedule the Rule Agent
c) Master Agent => Regularly Monitor all the Agen
to schedule
Master Agent has 2 Types:
1.Agent Mgr - Capture the Agent, Configuration In
Process commander starts. Age
2. Requisition Mgr - IF Agent Timed out It will be d
Default Agent: PEGA PRO COM, PEGA-INT Ser

How do we create an Agent? What are the Standard Agents?

New->Sys Admin ->Agents Our system includes three standard agents rules
Rule Set name is the Agent name locked RuleSets, we cannot modify them. To cha
Agent is instance of Rule-Agent-Quiee. agents listed in these rules, update the agent sche

Do we need to create Agent Schedule? Pega-IntSvcs:

No. Agent schedules cannot be created manually. Five agents in the Pega-IntSvcs RuleSet proc
The Agent Manager on our Process Commander system requests and perform maintenance for PegaDISTR
generate at least one agent schedule instance for each Correspondence Output Server, or COS).
agents rule.
By default, the Agent Manager checks for new or updated Pega-ProCom:
agents rule once every ten minutes. The agents in the Pega-ProCom RuleSet proc
After we create an agents rule, the Agent Manager generates assignments, archive work objects, and so on.
one Agent Schedule instance for each node running on your following types of processing:
Process Commander system the next time it checks for new •Processing service level events and escalation
agents rules. •Applying a flow action to assignments in bulk
Do we need to migrate Agent Schedule to other •Sending out e-mail correspondence
environment? No •Archiving and purging work objects, attachments,
•Retrieving PDF files from the PegaDISTRIBUTIO
What are the Agent running time intervals? •Checking incoming e-mail (deprecated in V5.3)
Each agent activity runs individually on its own interval
schedule, as a separate requestor thread. Pega-RULES:
Periodic: The agent runs the activity and then "sleeps" for The agents in the Pega-RULES RuleSet perform
the number of seconds entered in the Interval column. periodic processing. The agents in this rule provide
System Cleaner, System Pulse, System Indexer ,
Recurring:The agent runs the activity based on a specified Static Content Cleaner , System Work Indexer
calendar schedule (for example, every Monday at 5:00 P.M.).
Who will create Data-Agent-Queue?
 The Agent Manager is a master agent that gathers What is the use of referring Access Group in A
and caches the agent configuration information set for  Agent activity calls another activity. This c
our system when Process Commander starts. rule set. So setup of the Rule set list and
 Then, at a regularly scheduled interval, it determines security Tab.
whether any new agents rules were created during  Select the access group to use for the lega
the last period. rule. This field is ignored for agents with a t
 If there are new agents rules, the Agent Manager
adds them to its list of agents and generates agent What are the Agents for SLA and Corresponde
schedule data instances for them for each node. PEGA PRO COM Rule Set Process, Email, Se
archive work objects.
What is the use of Data-Agent-Queue?  Processing service level events and escala
When you need to modify the behavior of an agent listed in  Applying a flow action to assignments in bu
an agents rule in a locked RuleSet (any of the standard  Sending out e-mail correspondence
Process Commander agents rules, for example) you do so by  Archiving and purging work objects, attach
editing one or more of the generated agent schedule  Retrieving PDF files from the PegaDISTRIB
instances.  Running tests defined through the optional
 Checking incoming e-mail
How to Define Agent: WORK CLASS==> NEW==> SYS  The activity System-Queue-ServiceLevel.P
ADMIN ==> AGENT processing for both assignments and work
The activity Data-Corr-.Send supports ou
To RUN the AGENT: TOOLS ==> SYSTEM MGMT ==> one or more Email Account data instances w
APPLN
To monitor the Agents the url path is : http://po
What are the Agent Running modes?
How do we Troubleshoot or Trace an Agent?
Queue mode: indicates whether the agent uses the agent
queue capability to process items from the agent queue. This 1. < env name="agent/enable" value="true" />
feature allows the agent to temporarily skip over items that Verify above tag in prconfig file. Value of the ab
fail — for example, because a needed resource is locked — 2. In Agent Schedule, schedule tab verify the chec
and try again later to process the item later. or Not. And also verify the Enabled? Check box
Standard: Specifies that this agent processes items from an 3. Same thing also check in Agents Rule.
agent queue and that it relies on the system to provide object
locking and other transactional support
Advanced: Specifies that this agent uses custom queuing
Legacy: specifies that this is an agent that was created in a
version prior to V5.4 and has not yet been updated. This
option is not available for agents created in V5.4 or later.
BACKWARD CHAINING: (Use for Expressions)
Is a Technique which will allow a computation in advance , Agent runs on different nodes, select the particula
Even the input value is not present.
Method used ==> Declare-Expression and Property-Seek-
Value method
To achieve this ==> Whenever Input Change need to
choose.
Diff between Forward and Backward Chaining:
Forward chaining is the automatic computation of a property
value when its input values change
Backward chaining is the automatic computation of a
property value when its value is required rather than when its CLASS GROUP:
inputs change.
C - follows backward chaining since its value does not
change frequently and is computed when required.
A - follows forward chaining since it is recomputed each time
X and Y change.
BRE: Business Rule Engine is a software system, that
manages business rules from the application code
Engine types: Inference , Reactive
BPM: is a software system which allows the direct execution
of business process
Build Order:
 Its a part of the construction phase, build order
specifies the sequence in which rules and data
instances are created when earlier phases are
complete.
 The build order may differ in seperate iterations of the At runtime PRPC extracts static style sheet ( CS
implementation.
NOTE: In Tracer we can trace the particular opera
In PRSysmgmt portal, In Agent Management,
 Select the particular Agent and
 Delay the Agent and then
 Run the Tracer.
We can use the Agent Management link in the
monitor and control agent processing.
CLASS:
 A class is a template definition of the meth
of object . A class can have subclasses
characteristics of the class.
 Class contatins the rule by which objects b
 Define rules such as properties, activities, f
 Classes are organised into a hierarchy in w
classes.
 A class is an instance of a Rule-Obj-Class-
 Class start with data Instance and Rule Ins
 It’s nothing but collection of classes, It mak
 Class Group must Inherit from Work- and
Object-
 It store Instances from 2 or more concrete
Calendars can be defined as instances of D
instances can be added at Organization or at Ope
Class Hierarchy:
 It is a hierarchy for storing rules and d
methods.
 Each class, whether abstract or concre
models, and many other rules.
 Only objects in concrete classes can b
instances in the PegaRULES database.
Case Cading Style ( CSS):
It operates as Inheritance Hierarchy, so the order
is significant.
them in directories below the relative directory \ we

CLIPBOARD:
 It is a Tool, used for debugging and Troubl
 It is an Temporary Memory Area on Server
 It used to Examine property values and Me
Connecter Flow Action - Appears as Line, Page will  It Create, Update, Delete, Modify Refresh t
Advanced to the Next Page.  It Contains User Pages, Declared Pages, S
Cover work-Object : A cover is a work object that is also a Class Diagram:
parent to one or more related work objects. covered work A diagram that proceeds an overview of a system
objects are the children in a parent-child relationship. relationships among them.

For example, if a single customer request causes a user to Class Explorer:

create three separate work objects, these work objects may Navigation feature that displays portions of the cla
follow separate flows, be handled by separate departments, abstract & Concrete Class.
and not otherwise affect each other.
Correspondence:
The cover object provides a way to consolidate, view, and An Outgoing e-mail message, printed letter, or a fa
manage the outstanding service requests of this customer. a PRPC Appln of users.
After all three covered work objects become resolved, the
cover work object can be resolved. CIRCUMSTANCES:
 Define the different varient of the rules is ca
Covers Restrictions:  Define the Flow / Property with the same n
 A Work object can only belong to one cover  It executes during the Rule Resolution, If t
 Nested covers cannot allowed the rule matches that propertys value on th
 Should not have more than 20 covered work objects  It compares the rulest, Version, Availability
Note: determine which rule to execute.
Uncovered Work Object is locked, when one user is taking
action on the object. Ex. Gender - male / female. Advantage: Redu
All covered items are locked when cover is locked
Only one covered item can be processed at a time 1.Single Variance Circumstancing:
Case Management: 2.Multi Variance Circumstancing (MVC):Usin
Work can be organized within PRPC to support different ranges.
types of work object processing. It establishes the Type: Circumstance Template, Circumstance De
relationships between work objects.
Circumstances Concept: Property Based / Temp
Declarative rules cann
Creating classes for this particular example Building the Class Structure and reviewing Wo
I. PegaRP- steps:
II. PegaRP-Work- a) Create class structure/class groups to estab
III. PegaRP-Work-Object- b) Set up basic work parties
IV. PegaRP-Work-Object-Admin- c) Add basic flows for processing work
V. PegaRP-Work-Project- d) .Enter/Review the first work objects
VI. PegaRP-Work-Project-Inquiry-
VII. PegaRP-Data- , PegaRP-Data-Product- Locking is an important concept when creating
The system can create classes derived from the base a) It prevents multiple users from simultaneousl
classes of Work- and Data-, and also the following base b) It could be used for work-related classes, spe
classes: and the class.
Link-
Assign- All classes that derive from Data- have to be creat
Work- …This is False
Evolving a Process Commander application consists of First Work- then Data-
what type of changes?
Successful design effort?
Business rule changes, which do not require design work.
Application logic and architectural changes, which are more a) Define objects first, then define process
complex and require design work. b) Reuse and iterate
c) Start with a standalone application, con
when analyzing requirements?
Category: I. Determine the business purpose & prim
 A way to group Information to enhance learning and
II. Determine the primary groups/individua
navigation.
III. . Determine the existing systems that m
 Category includes RuleTypes, Data Classes,
application
Attachments and Reports.
Determine the major user scenarios for developing

Different layers in designing a CLASS Structur

a) PRPC layer- consists of all the Pega classes
b) Shared Layer- designed to hold reusable compo
applications eg. Documentum Integration
c) Generalized Application layer- designed to hold
of applications relating to a certain domain eg.
business rules and process etc
d) Specialized Application layer- specific to the org
Eg. ABC Bank specific business rules and proc

DECLARATIVES:
Declarative Processing:
 To automatically calculate the values for calculation
 Declarative processing simplifies your ap
purpose.
activities you must create
 Dynamically retrieve the necessary data for the
 Dynamic evaluation of properties based on
situation
 Checking the state of a property (constrain
 Reduce the need for complex procedural logic and
in dependent properties
manual exceptional handling
 Running a specified Activity automatically
 Makes complex processes significantly easier to
either during processing or upon database
automate
 Deliver time and cost savings for both BPM and BRM
DECISION: is used to select an appropriate action
solutions
NEW ==> Decision ==> Declaratives WHEN==> Similar IF Condition, only return Boo
Declarative Types: DECISION TABLE ==> Define decisions based on
Declare Expressions: evaluated, also known as IF ELSE logic ( Validat
Forward chaining is the automatic computation of a property DECISION TREE ==> Define decisions based o
value when its input values change Statement
Backward chaining is the automatic computation of a Decision Table / Tree can be referred from three o
property value when its value is required rather than when its Rule.
inputs change. It reffered from R-D-E
Declare Constraints: is a declarative processing which MAP VALUE ==> It simplify decisions based o
automatically run validation when a specified property is values
touched. This implements Forward Chaining ( Rule Validate) MAP VLAUE PAIR ==>
Ex. M1 > 100
To place a condition on a property, such as a value
boundary, the best rule Rule-Declare-Constraints Decision Table
1. Instance of Class Rule-Declare-Decision Table
Declare on Change: is a declarative processing which 2. Lists 2 or more rows each containing test
automatically run an activity when a value of the specified conditions on a property value and a result
property changes. These implements Forward Chaining.
IfTarget property changesRule-Declare-Onchange 3. Get the multiple values from user
validate with Row and Return validate Row values
Declare Index: Declare Index rule are defined for defining 4. Static Values
criteria under which Process Commander automatically 5. All the I/P Fields need to give properly
maintains index instances for faster access. 6. To evaluate: Property Map-DecisionTable act
Rule-Declare-Index : Ability to index an embedded or
unexposed property DATA CLASS: It is used to store the values / Retr
Declare Trigger: is a declarative processing which Maintaining Static values
automatically run an activity when an instance of specific
class are created, updated or deleted in the DB. These TOP ==> APPLICATION ==>DATA TABLES
implements Forward Chaining Note: Data Class should not belong to any class
Data Modelling: LOCAL DATA BASE / PEGA DB:
Data Model consists of data objects, data object elements The Database that contains the Rules all the In
and their association. from the Rule base Class that is mapped to the
Define initial values for properties of a specific class Internal Classes.
are invoked when a new page is created
Concrete Class that corresponds to the Pega R
Decision Shape- for complex decision rules such as Classes.
Decision tree, table or map. Can have specific return values
along its result connectors. How to Connect EXTERNAL DATABASE:
To Create SQL Connector Rules, Use the
Dynamic Select: is a Drop Down Select, and Set as is ACCELATOR.
Dynamic Select.
Through OBJ-ACTIVITY Methods ==> Use the E
 In properties panel select Display As is
DynamicSelect. DECIMAL: PYDecimal Precision under Qualifier T
 Write Activity for generating Dynamic Select.
 By using Show-Page method display the data in XML DCO: (Direct Capture Objects)
format. It is used to describe the process for using PRPC
 Dynamic Select is a drop down from which we can objectives, requirements, draft flows, draft UI, Us
only select a value. components over and over throughout the delivery
 Smart prompts acts both as a text box and a drop
down. At which point from the following list Declarati
  Smart prompts are implemented by using opening object onto the clipboard
ISNS_FIELDTYPE, ISNS_CLASS,
ISNS_DATANODE

Exposing a property: Expose aggregate property? Declare In

Exposing a property means to make a property as a separate
independent column so that it can be used in SQL queries 1. Create a concrete class derived from the Index-
and as a criteria in Reporting 2. Create Single Value properties in the new class
Embedded values.
Process Commander stores the values of all aggregate 3. Create a Declare Index rule with the appropriate
properties and some Single Value properties in a BLOB Context value that copies the embedded values
column (the Storage Stream) usually in a compressed form. Instance.
4. Save the Declare Index rule. It executes immed
Such properties cannot support selection in list view and Deleting instances of the new class.
summary view reports, and can slow retrieval and processing 5. Expose database columns corresponding to the
in other operations 6. Reference the Index- properties in the list view r
Any Rule will be in XML Format, It convert into BLOB ==>
This we didn’t access it. EDIT VALIDATE: It is to validate a single property
To convert into BLOB, we need to Expose the property.
Select Property ==>Go To Adv Tab==> Column Inclusive EDIT INPUT: Rules are instances of Rule-EDIT-In
==> Make it as Required ==> Save ==> New Tool==> Data It perform conversion, not validation
Base ==> Modified DB==> Click Method ==>
Select the Property (Ex. Stud ID, Name)

Expose a single value property?

1. Select Tools > Database > Modify Database Schema.
2. A list of databases identified in Database data instances
appears. Select a database and click Next .
3. A list of tables in the selected database appears from
Database Table Instances. Select a table.
4. Click Explore Columns .
5. The resulting List of Classes window displays the number
of rows in the table, the number of columns in the table
and a list of the classes
Assigned to that table. The Properties Set to Be Visible
value counts the properties for which the Column Inclusion
value is Required or Recommended. This Column Inclusion
value is advisory, and does not indicate whether the property
is exposed — corresponds to a column. The Count column
shows the total count of properties in this Class plus those its
parent classes. 7. The List of Database Columns window shows
6. To see the columns currently defined in this table, click the and column width in bytes for each column in the T
numeric Link labeled Number of columns in this table.
FRAME WORK: A software framework is a re-us
FLOW: is used to define the Business Process. subsystem).
PROCESS==> NEW==>FLOW
Flow contain one start point and moe than one End point A framework can be everything you use in applica
( Atleast one end point) collection of many libraries, a collection of scripts,
Flow rules are of type: Rule-Obj-Flow create your application.

How to restrict a flow to particular users? Advantage: Dev/ Maintenance are easy. Decisio
By using privileges and when conditions under process tab of CPM ==> Customer Process Management
the flow instance. PCM ==> Product Configuration Management

Each flow should fit on a single page and contain no Which layer do Frameworks fall? Generalized A
more than how many shapes? 15
Difference between Connector Flow Action and
A router shape within a flow rule can route an  A local flow action permits users at runt
assignment to how many types of destinations? 5 assignment.
 Local flow actions always are optional.
Not more than 10 Assignment or Processing shapes per  Users may perform none, one, or multiple
flow shell. flow action multiple times.

Flow Types:  At runtime, users choose a connector flow

Normal Flow: Top Down Approach advances the work object along the connec

Process Flow: How do we make one Local Action available in

On the Design tab of the Flow form, we can list loc
Main Flow: at every assignment in the flow.

Sub Flow: Re-Usability Purpose Built in flows which u can use as it is or customiz
1. Work-Cover-.NewWork 2. Work-. FlowPro
Spin Off: To process both flow parallel, IF u want Parent 3. Work-Folder-. NewWork 4. Work-. NewWo
Flow and Sub Flow as parallel, without waiting for other flow 5. Work-.VerifySendCorr
to complete.
Fork : For simple If-Else constructs which return B

Screen Flow: Navigation purpose ( Next / Back), Object Id

won’t create

Split for Each: If a same Flow with bulk of records need to

use this flow.

Split Join: Different sub flows GUARDRAILS:

FLOW ACTION: It is a container, consists of Properties, 1. Adopt Interactive Approach
Sections and Layouts. (Collection of properties and Sections) 2. Limit Custom JAVA

A flow action rule controls how users interact with work object
forms to complete assignments.
Each flow action is defined by an instance of the Rule-Obj-
FlowAction rule type.
Specify the choices available to users when doing an
assignment.
USER INTERFACE==> NEW==>FLOW ACTION
LAYOUTS: 1. Template 2, Repeating 3. Free Form
Layout Header: Bar, Collapside, Tabbed, Accordion
Flow actions are 2 types:
Connector flow actions:
 It connect one assignment to another assignment
 Advance the flow to move processing towards
completion.
It appear as lines on Visio in the Diagram tab of a flow rule.
A line exits from an assignment shape and ends at the next
task in the flow. At runtime, users choose a connector flow
action, complete the assignment, and advances the work
object along the connector to the next task.( Page will
Advanced to the Next Page)
Local flow action: Allow a user to update a work object, but Governance:
not advance the flow. The process that need to exist and be enforced
completion.
HARENESS:
 It is a Container for Flow Action & Section, It Provides
basic Functionality to create Object and Performing
Flow Action
 Main object is to diaplaying work object, information
into screen
Note: Create the section first and Add the section in
Hareness Rule
Harness rules are of what type? Rule-HTML-Harness
Hareness Types: New , Perform, Confirm, Review
3. Build for Change Process
4. Design Intent-Driven
5. Create Easy to Read Flows
6. Monitor Performance Regularly
7. Calculate & Edit declaratives, Not Procedurally
8. Keep Security Object -Oriented.
What is the activity responsible for getting the
getContent Activity
What the class of getContent Activity?
Embed-ListParams class.
How to customize the getContent Activity?
 Step1: Create Activity in Our Class and cre
 Step2: write a query and store in variable.
 Step3: call the listview as Call Rule-Obj-Lis
 Step4: Write the another activity in Embed
 Step5: create the parameter. This parame
activity
 Step6: write Java method The java code in
 Get the page from pyContentPage if page
it creates the new ContentPage.
 In this code get the SQL query from the
and above created ContentPag
tools.getDatabase().executeRDB(query, pa
Gadgets:
 Instance of the data-Gadget Class.
 By creating portal rules, system architect
and location of section, on the home pa
visible to diff group user.
INHERITANCE:
Initial property values are defined in one of the
All classes you create inherit from the base cla
- Work-, Data-, and History-
Initialize any variables:
Data Transform....
Ex.
PYStatus Work =" Booking Initialise"
Directed Inheritance:
New - Create Work Object ( Work-)
Perform - If you want to perform a action which accept user
I/P & Displayed on Screen
Edit or Modify work object Information
Confirm- Giving Message used for confirmation
Review- Review Recent Works
Note: Create Section first and Add the Section in Hareness
Rule
HTML Property: Check Box, Radio Button
 HTML Property rule are the instances of Rule-HTML-
Property Class
 They are part of property category.
 To control how properties appear on work object
forms, Correspondence and other HTML forms, for
both displaying and accepting user I/P.
HTML and HTML fragment rules can be used to achieve
the following results within a section:
Create dynamic selections
Support dynamic displays through client-side scripting
 It allows the user to specify or direct from
inherit. Directed inheritance classes do no
current class.
 A directed inheritance class is required fo
will default to the pattern class parent; th
they wish.
By default, all base classes (Work-, Data-, etc
@baseclass.
Pattern inheritance:
 It follows the pattern of the names & d
inheritance.
 Pattern inheritance is always checked fir
cause the system to search all the way
before checking directed inheritance
IAC: (Internet Application Composer)
 It is a set of UI components, Its used in the
It can be the display the Interface to PRPC

LISTENER: is PRPC background process that waits for METHODOLOGY:

arriving messages in the port. Agile & SCRUM
File Listener: ( Data-Admin-Connect Listener-Class)
Monitors the file directory and calls the File Service when SCRUM: Changing requirements in late in develop
Files arrive.
Email Listener: ( Data-Admin-ConnectListener-Class) SCRUM methodology is one of the most famous p
Monitor an Inbox on an email Server and When
messages arrive Agile methodology is a new methodology of softw
Other Types: File / MQ / IMS advantages.

LOCKING: Giving the exclusive access to update one or Scrum is an agile process that allows us to focus
more work objects. value in the shortest time.
LockingTypes: Database Locking, Object Locking
 It allows us to rapidly and repeatedly inspe
 Uncovered Work Object is locked, when one user is weeks to one month).
taking action on the object.  The business sets the priorities. Our team
 All covered items are locked when cover is locked way to deliver the highest priority features.
 Only one covered item can be processed at a time
 Every two weeks to a month anyone can
to release it as is or continue to enhance fo
LIKELI HOOD: It will show the % of 80%, 20%

OBJ-Validate: is used to validate all the properties in a

single go.

Default organization structure: Pega.com, Administration,

Installation

Operator Id: New ORG Op ID

Object Class: Must Inherit directly from the work-Object-

Class

PROPERTIES: PAGE LIST - PA

 It Is used to get the User I/P from Form Collection of Information - One R
 A property is an instance of the Rule-Obj-Property More than one row is called -
rules type.
 Property defines and labels a value that can be PAGE PROPERTY - PAGE L
associated with a class. Refers to a particular Class and - It’s a collect
Using Module Rule to initialize the properties Is used to access the property of of the same
Initialize any variables  DataTransform …Ex. PyStatus That class accessed th
Work =”Booking Initialise”
User Page: is a top level clipboard page that
Px: Identifies properties that are special, meaning that the methods like Page-New. All the user pages will ap
values cannot be input by user input on an HTML form. pages will be removed from the memory i.e. will no
Process commander uses for the computed properties that If your requestor session times out, user pages ma
can be displayed to users, but which users cannot directly days
enter or change? Px Thread page—pxThread page is a top level clipbo
page has a class of Code-Pega-Thread
Py: Properties with names that start with py are not special,
meaning that values can be input by users on an HTML form. Process Page—pxProcess page is a top level cli
The page has a class of Code-Pega-Process. Th
Pz: Properties with names that start with pz support internal Data-Admin-System instance.
system processing. Users cannot directly manipulate pz
properties. our application may examine these values, but do Declare Page-is a clipboard page created by exe
not set them. The meaning of values may change with new Declare-Pages rule type. The name of the decla
product releases content of these pages are visible but Read-On
Restrict it to two decimal places only. By using a qualifier created and updated only through activities identif
“pyDecimal Precision” under Qualifiers tab.
Declarative pages can improve performance an
when all or many requestors in an application nee
If you have created property a list that displays one value changing information.
such as New York but stores another form of the value Requestor Page- pxRequestor page is a top leve
internally such as NY. Which type of the table you should page. The page has a class of Code-Pega-Req
choose: Prompt List during at login time and contains information abo
list and HTTP protocol parameters, Work pools
Property Modes: Single Value, Empty Value, Value List, can access, connection session, Login Date and
Value Group, Page, Page List, Page Group, Java , Java and time details etc.
Object List, Java Object Group, Java Property This page context is useful for troubleshooting and

How to Add Custom Message when Validation Failed: Portals: User Portal, Developer Portal, Manager P
Property.AddMessage (...)

Property Types: Text, Integer, Identifier,Date,

How single property can be represented in different
forms:
Using HTML Property at the Section Level

Evaluate Performance during Development:

Rule Warning - Review and evaluate warning messages

displayed on rule form.

Preflight :
 Ensure the appln is within established quardrails
 The Preflight button in the manage rules work space
perform as a number of checks on the rules in the
currently selected appln.
 There checks are designed to encourage good design
and implementation practices.

Pre-Inception:
 The process associated with a project, that occur prior
the the inception phase.
 There usually include pre-sales activities and are
primarily performed by the sales executives, sales
consultants and or proactive leaders.

PAL - Establish performance baseline , monitor

Paging in a listview? To divide the ListView in to different
pages and set the number of records to be displayed in a
page.

PY Work-Page:
 It shows the values temporarily
 All the work object related values stored in the PY-
WorkPage
 Whenever the work Object will open only
PY workpage will be in the Clipboard

RULE: Rule Resolution:

A rule is an instance of a concrete class which is inheriting Rule Resolution: is an internal search algorithm
from Rule- Class. So while Decision Table / Decision Tree apply in a situation. Rule Resolution uses as input
are rules, Operator ID / Access group are not, they are just 1. Name of the rule needed and rule type.
data objects which does not have the "Ruleness" within them 2. searches with the class hierarchy
3. Filter based on ruleset list and availability
Custom rule is a rule which describes a process / execution 4. filter based on date and time
pattern which does not available as out of the box rule in 5. circumstance property and value
PRPC. 6. Enforce access role and privileges
Rule Set Availability: Available for rule resolutio
One of the unique features of a custom rule is that after the Modes: YES / NO / BLOCKED / FINAL / WITH D
initial creation, it can be used by other developers as if it
were out of the box rule. Rule Availability is set as YES:
Basically there are two flavors when comes to creating and A circle and dot indicates that this rule is available
executing rules in PRPC rule resolution processing and can be executed.
Rule Availability is set as No/Draft Mode:
1. Using an Activity to interpret an instant of a rule type. (e.g. An empty circle indicates a rule that is not ava
Rule-Connect-SOAP) No/Draft Mode to cause the rule to become invisi
all users to bypass validation of non-key fields.
2. Using the “First Use Assembly” process turning the rule Rule Availability is set as Final:
instance in to a java class file and then let the PRPC engine
to execute (e.g. Rule-Declare-DecisionTable)  A rule is marked as final, no one can crea
key in any RuleSet other than the RuleS
RuleSet version of a final rule is locked, w
RULE SET: is a container of rules, its nothing but a set of same visible key in any RuleSet.
rules  We can override a final rule through a high
 Every rule is belogs to Ruleset, It contains its own Rule Availability is set as Blocked:
version, major,minor,patch.
 Migration of rules from one PRPC system to another A circle within an X indicates that this rule has Av
 it’s used for Access Control, Migration ( Deployment, of this property to Blocked if we want rule resol
Version Control) found) when it encounters this rule. The rule form
 Main purpose to create Rule set is to Identify, Store Rule Availability is set as Withdrawn:
and Manage  A withdrawn rule is never selected by rule r
Rule Set Form:Versions TabLock Rule Set ==Using a Pwd  Withdrawn rule masks from rule resolutio
Rule Set==> Major - Minor - Patch work these tests:
01 - 01 - 01  The other rule belongs to the same RuleSe
 The other rule belongs to the same major v
  The other rule has the same Applies To
match)
Create a new RuleSet:
1. Use the Class Explorer and select Rule- > RuleSet- >
Name. A list of RuleSets appears.
2.Click New. The New form appears. Complete and Save the
New form. The RuleSet form appears.
3.Complete the Security tab sections.
4.Go to the History tab and complete the Full Description and
Usage fields.
5.Save the RuleSet.

Create a RuleSet Version:

1.Use the Class Explorer and select Rule- > RuleSet- >
Version.
2.Click New. The New form appears. Complete and Save the
New form. The RuleSet Version form appears.
3. Complete the Security tab sections.
4.Go to the History tab and complete the Full Description and
Usage fields.
5.Save the RuleSet version

Add your custom RuleSet to the administrator access

group:
1.Log-in as Administrator and from the Edit menu select My
Profile > Access Group. Figure 2-1 shows an example using
the Administrator access group.
2. Insert a blank field at the top of the RuleSet list and enter
the name of your RuleSet.
3.Go to the History tab and complete the Full Description and
Usage fields.
4.Click Save. Log off and back in to access your RuleSet.

Reports: How do we get the data from the two different t

a)Summary view: Using Join tab in Reports
 It’s a two-level report display, presenting summary
counts, totals or averages to be displayed initially, How do we fetch the data from two different
 It allows users to click a row to drill down to tables?
supporting detail for that row.  Write a database View. In this view logicall
 Summary view rules support interactive charts, trend  Create class for this logically combined Ta
reports, and the use of AJAX for pop-up Smart Info  Write the List View. Applies to class is cla
refer the properties of both the tables in list
 windows.
 A summary view rule is an instance of the Rule-Obj-
SummaryView rule type
b)List view:
 It’s an instance of the Rule-Obj-ListView rule type,
defines a report.
 Users can personalize list view reports easily and
interact with them.
 Use the Report wizard to define list view reports and
link them to our portal
How to call a listview from an Activity?
In an activity, the Obj-List-View can execute a list view rule.
Difference between List View and Obj-List?
List view is generally used for complex queries where sorting
is required and also we can retrieve less information using
Paging.
Paging in a listview?
To divide the ListView in to different pages and set the
number of records to be displayed in a page.
Configuration of a summary view?
Summary views are used to create reports which are
grouped by certain criteria and can be later drilled down.
 Applies to class of summary view will be taken as the
database table map for the search criteria
 Category is used to know under which tab the report
should come.
 Criteria is used in the where class (this can be asked
to user by enabling prompt user)
 Group by and field functions (like count) are used for
initial display. If we have more than one group by
 it is Displayed one after another on clicking +
 Drill down fields are used to display the fields when
we click on the assignment.
 Format is used to tell how to format the display and
charts can also be used.
 Summary view can be accessed from an activity or
html as follows:
 Call Rule-Obj-ListView.ShowView activity with
What is the use of HTML property in ListView?
HTML Property rules appear in list view and
appearance of values in reports.
I need to generate a list view report of all the w
date and then I need to include this list view in
Select .pxCreateDateTime ( an exposed property
are looking for.
To include it in a section, check the embedded c
the section. In that we need to access the list view
Display As ListView.
Configuration of a list view?
 Applies to class of list view will be taken
search criteria.
 Display fields tab is used to depict the
category and to enable/disable
 sorting
 Content tab is used to depict the criteria,
(if selected) and Report
 source (Page name where the values sh
called)
 In organize tab we specify to enable/disab
etc.
 We can also configure additional buttons a
 Format tab is used to depict the formatting
details on single click etc.
 List view can be accessed from an activity
 Call Rule-Obj-ListView.ShowView activity
parameters
 <pega: ListView name=” {name of list vie
view}”>
 classname and summary view name as parameters  A list view can be used for complex retrie
<pega: SummaryView name=”{name of summary view}” the display, format and Organize tabl.
classname={Class name of summary view}”>  PyAction in that case would perform instea

RAP:
ROUGHTER: using at assignment level  Rule-Admin-product used as a packaging
Sends assignment to any other user for process other than  you can specify what are all the rulesets
the current User class instances that should become part of
Six “R” s are  You can also specify a install file (html)
1. Receive, 2. Route, 3. Report, 4. Research, 5. Respond, 6. installation of the zip file on the target mach
Resolve  Once you define the product form you c
Re-Usability: 2 Types, which would create the product’s zip file in
1. Application - 2. Enterprise -