PegaRULES Process Commander V5.

1 Release

Whats New (Part 2 of 2)

Prepared by: Kim Griffin, April 2006

Release Goals Easy to Use

Thinner End User Portals Rich Internet Applications via AJAX Localization Correspondence

PRPC V5.1

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

PRPC V5.1
Easy to Use End User Screens
Thinner End User portal
Require Lower Workstation Memory Require Lower CPU Overhead

Worklist Details Displays via AJAX Client side Validation On Screen Calculations via AJAX Conditional Displays via AJAX Take Action Display Options Worklist Paging
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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

WorkUser Portal

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

WorkUser Portal

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

WorkManager Portal

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

WorkManager Portal

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Rules-Driven AJAX
AJAX (Asynchronous JavaScript And XML) increases interactivity, speed, and usability for the web application end user With PRPC the SmartBPM application is not only faster and more responsive but also really, really smart with Rules-Driven AJAX!

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Worklist Details Displays

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Worklist Details Displays

Allows the end user to hover over any Work Item on their Work List and instantly view important information for that Work Item Feature is easily enabled with default data
Updated by Operator, Aging Since Date/Time, Summary, Goal Time and Deadline Time (for Service Level Agreements)

Developer can customize the feature to display critical data pertinent to their business
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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Worklist Details Displays

Out-of-the-box Feature

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Pegasystems 2006

Subject to change without notice

Worklist Details Displays

Rules-Driven Enable AJAX Worklist Hover on ListView Records
Assign-Worklist.Worklist Data-Assignment-Summary.Worklist_PegaSampleTask Data-Assignment-Summary.Worklist_CustomerRequest

On the Format Tab, Add SmartInfo Settings Uses default Work Item Smart Info text data

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Worklist Details Displays

Rules-Driven

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Pegasystems 2006

Subject to change without notice

Customize Work Item Smart Info Text Data

Worklist Details Displays

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Screen Calculations

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Screen Calculations
Property Values displayed on the Screen can be Calculated Interactively on the Client without Exchanging Data with the Server
No Submit required Property values dynamically re-calculate every time the user makes a change without reloading the Web page to the server

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Screen Calculations

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Pegasystems 2006

Subject to change without notice

On Screen Calculations
Rules-Driven Controlled by Declarative Expression Rules
The Declarative Expression rule dynamically re-calculates its target property on the client whenever the user changes an input value

Enabled in Flow Action and Harness Rules

New Enable Expression Calculation checkbox on the HTML tab

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Screen Calculations
Rules-Driven

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Screen Calculations
Rules-Driven

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Client Side Validation

Validating on the client greatly improves performance by reducing the number of hits to the server
Validation occurs immediately as the user moves from one field to the next

Provides client side validation for Flow Actions and Harnesses

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Client Side Validation

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Client Side Validation

Enabled in Flow Action and Harness rules
New Enable Client Side Validation checkbox on the HTML tab

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Conditional Displays
New SmartFrames support to allow actions to be defined on fields Actions can be defined
On Change On Click On Blur

Actions support
Display a field based on a When rule or Expression rule Collapse/Expand a based on a When rule or Expression rule
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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Conditional Displays
New Client Event Editor for Fields
Select Event On Change, On Blur, On Click Select Action Hide/Show Elements, Refresh this Section

Hide/Show Elements
Hide and show elements where the when condition is true and the run on client checkbox is enabled

Refresh this Section

Refresh the section Also allows for an Activity to be run
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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Conditional Displays
New Visible When and Run on Client Settings

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Change, On Click, and On Blur Action Support

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Change, On Click, and On Blur Action Support

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Change, On Click, and On Blur Action Support

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

On Change, On Click, and On Blur Action Support

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Conditional Displays

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Conditional Displays

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Flow Actions Flow Actions can now be displayed as Buttons providing an alternative to the Take Action dropdown and reducing user clicks New Perform_Buttons Harness provides an alternative to the standard Perform Harness New configurable ActionContent section that is saved for all Flow Actions New No Prompt option on the HTML tab of the Flow Action allows for no UI with the Flow Action
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Take Action Display Options

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Perform_Buttons Harness

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Pegasystems 2006

Subject to change without notice

ActionContent Section & Flow Action No Prompt Option

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Perform Harness with Buttons

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Pegasystems 2006

Subject to change without notice

Take Action Display Options

Flow Actions New Save your Changes icon on the Take Action display allows the user to save the data entered and continue without submitting the action

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Local Actions Local Actions can now be displayed as Buttons, Icons, or Links Local Actions can be located anywhere on the harness New Local Action type for Buttons, Icons, and URLs

Take Action Display Options

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Take Action Display Options

Local Actions

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Pegasystems 2006

Subject to change without notice

Worklist Paging
Worklists can now be Organized to Display in Sequential Pages New Enable Paging Checkbox on the Organize Tab of List View Forms. Paging Properties include:
Page Size Page Mode Page Navigation Alignment Paging Bar Position

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Worklist Paging

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Worklist Paging

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Release Goals Easy to Use

Thinner End User Portals Rich Internet Applications via AJAX Localization Correspondence

PRPC V5.1

43

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

PRPC V5.1
Localization Support for End Users
Ability to Develop in one location and deploy in multiple locales

German Language Pack Several Starter Language Packs

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

German Process Work Portal

Localization

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

German Work Manager Portal

Localization

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Japanese Process Work Portal

Localization

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Localization
You can now localize the full Process Commander user experience in another language What the user sees is localized
Available for the new WorkUser and WorkManager portals

What the Developer sees is not localized

Process Work for the WorkUser Dashboard, Process Work, and Monitor Activity for the WorkManager Manage Rules, Administer, Tools Rule Forms, Declarative Rules, etc
Proprietary and Confidential
Pegasystems 2006

48

Subject to change without notice

Enabling Localization
Enable Localization on Client Machine Localizing Process Commander Localize the Application
o Pega-ProCom_language o Pega-WB_language

Set Client-side settings in the browser Locale tool (enables for the session)

Use Move Rules to load Language Packs

The developer creates the localized RuleSets for the application

o A localized RuleSet consists of up to three parts separated by underscores Language, Country, Variant AcmeCo_fr_LU_PREEURO

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Example RuleSet List

Localization

AcmeTimeOff_fr:01-01 AcmeTimeOff:01-01 Pega-ProCom_fr:05-01 Pega-ProCom:05-01 Pega-WB_fr:05-01 Pega-WB:05-01 Pega-RULES:05-01

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Language Packs Contains rules required for localized Process Commander functionality Implementation
Portals and Gadgets Reports Rules that customers cant change

Localization

Load language packs before building localized application Fully localized German Language Pack

All labels are Field Values No text in Activities or HTML Rules

Starter language packs Japanese, Spanish, Italian, Albanian, Greek, Portuguese, Hungarian
Proprietary and Confidential
Pegasystems 2006

51

Subject to change without notice

Localizing Rules Activity Methods handle Field Value references HTML Rules no longer contain hardcoded English but refer to Field Values New Localize checkbox for Flows, Flow Actions, Work Item Harnesses and Sections, ListViews, and SummaryViews

Localization

Enter Field Value references into Caption boxes (instead of text) System treats the data in fields as Field Values, not text
Proprietary and Confidential
Pegasystems 2006

52

Subject to change without notice

Release Goals Easy to Use

Thinner End User Portals Rich Internet Applications via AJAX Localization Correspondence

PRPC V5.1

53

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

PRPC V5.1
Improvements to Correspondence
Attachment Category Copy Conversion of Word Document to PDF Format Support for Multiple Email Delivery Options Word Editing and Inline Viewing of Word Documents

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Correspondence Updates
New Attachment Category Copy
Copies the latest version of an Attachment Category document to another Attachment Category New Copy Attachment to New Category Activity provides this functionality. Activity parameters include
o From Attachment Category o Note o To Attachment Category

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Correspondence Updates
Attachment Category Copy

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Correspondence Updates
New Conversion of Word Document to PDF Format
Converts the latest version of an Attachment Category Word document to PDF format and saves to a target Attachment Category New Convert Attachment to PDF Flow Action provides this functionality Utilizes a 3rd party printer driver named PRPC Amyumi PDF Converter made available through the prOpenAuthoring ActiveX control
Proprietary and Confidential
Pegasystems 2006

Client-Side Implementation

57

Subject to change without notice

Conversion to PDF (Client-Side)

Correspondence Updates

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Correspondence Updates
Server-Side Implementation
Utilizes PegaDistribution Manager New ConvertAttachmenttoPDF utility passes the Word document to PDM New GetConvertedPDFsFromPDM activity queries PDM for converted documents New AttachPDFFromPDM activity attaches the PDF formatted document to the Work Object

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Conversion to PDF (Server-Side)

Correspondence Updates

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Correspondence Updates
Conversion to PDF

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Correspondence Updates
New Support for Multiple Email Delivery Options
Added support for multiple Tos, CCs, and BCCs New parameters added to the CorrNew Activity
o CC_PartyRoles o BCC_PartyRoles o To_PartyRoles

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Correspondence Updates
Multiple Email Delivery Options

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Word Editing & Inline Viewing of Word Document New Word Editing and Inline Viewing of Word Documents in Harnesses New Capability to Insert Word Edited Property References into a Word Template Creating a Merged Word Document
Ships with sample rules to demonstrate the capability

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Word Editing & Inline Viewing of Word Document

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Word Editing & Inline Viewing of Word Document

66

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Release Goals Easy to Manage

Alerts and Logs Autonomic Manager System Management Performance Management

PRPC V5.1

67

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Alerts
New Alerts that Warn Administrators of Potential System Errors such as
Length of Database Queries Amount of Data Returned Response Time between Transactions

Alerts are enabled in the prconfig.xml file Alert Messages are Formatted in the prlogging.xml file Controlled by new Threshold Settings
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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Alerts
Alert PEGA0001 PEGA0002 PEGA0003 PEGA0004 PEGA0005 PEGA0006 PEGA0007 PEGA0008 PEGA0009 PEGA0010 PEGA0011 PEGA0012 PEGA0013 PEGA0014 PEGA0015 PEGA0016 PEGA0017 Description The browser interaction time has exceeded the specified threshold (ms) Database commit operation has exceeded operation time threshold (ms) Database rollback operation has exceeded operation time threshold (ms) Number of bytes received from the database has exceeded per-interaction threshold (bytes) Database query operation has exceeded operation time threshold (ms) Database update operation has exceeded operation time threshold (ms) Database operation has exceeded operation time threshold (ms) PegaRULES engine successfully started PegaRULES engine failed to initialize Agent processing disabled due to execution errors The services input mapping time has exceeded the specified threshold (ms) The services output mapping time has exceeded the specified threshold (ms) The services activity interaction time has exceeded the specified threshold (ms) The request interaction time has exceeded the specified threshold (ms) The time consumed parsing data has exceeded the specified threshold (ms) Cache reduced to target size Cache forcibly reduced to limit size

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Alert Log
New Alert Log contains Alert Entries Alert Log is available on the Tools Menu

70

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Alert Time for Interactions

pegarules.xml setting:

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Release Goals Easy to Manage

Alerts and Logs Autonomic Manager System Management Performance Management

PRPC V5.1

72

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Autonomic Manager
Provides an Enterprise Wide View of Significant System Level Activity Automates Key Performance Monitoring Best Practices Notifies Interested Parties about the Health of the System Positions your PRPC Application to Manage Itself

73

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Pegasystems 2006

Subject to change without notice

Autonomic Manager
Alerts are Generated by Server Code when Specific Criteria is met
Real-Time: Alerts can be sent to the Autonomic Manager as they are generated As Requested: The Administrator can decide when to send Alerts to the Autonomic Manager

An Alert Scorecard provides a Summary across all nodes in the Enterprise

The Generated Scorecard is Sent to Email Recipients

Proprietary and Confidential Subject to change without notice

74

Pegasystems 2006

Autonomic Manager

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Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Release Goals Easy to Manage

Alerts and Logs Autonomic Manager System Management Performance Management

PRPC V5.1

76

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

System Management
A new System Management Application that allows Administrators to Monitor and Manage the System across all Nodes Replaces the System Console prMonitorServlet Available from the Developer Desktop

77

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

System Management

78

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Release Goals Easy to Manage

Alerts and Logs Autonomic Manager System Management Performance Management

PRPC V5.1

79

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice

Performance Management
Clipboard Optimizations Flow Access Improvements Work History Management Improvements

80

Proprietary and Confidential

Pegasystems 2006

Subject to change without notice