Pegasystems Methodology
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| What is Inception | Scope and Sizing
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| What is elabortion | High level design, use cases
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| What is Construction | Buildout and unit test
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| What is transition | QA, UAT, Training
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| Where do you start first in Inception activities? | Bus. Objectives, define scope of program, project and sliver
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| Iterations should be implemented in smaill releases. Each release should target what duration? | 3 - 6 months duration
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| What benefits should be identified from an release sliver? | ROI/Business values, Re-use is emphazied and builton, easier to apply lessons learned
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| What is DCO? | The process of capturing , organizing and storing information using PRPC tools
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| True/False DCO is a methodology | False
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| True/False DCO is a single event within a methodology | False
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| What is the Application Profiler? | One tool used for directly capturing objectives, requirments, use cases and actors and produces document
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| What is the Application Accelerator? | one tool that consumes the application profiler and allows user to expand on scope, work type, atomic cases and actors. Creates rules for the foundation of the application
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| What is a work type? | Business problem which reuires an automated solution
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| What are the Project Initiation Key Activities? 3-3 | Operational walk-through and Conduct knowledge transfer
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| What happens during operational walk-throughs? 3-3 | Business and project team walk through the current process (current state) Process improvement/Process Re-engineering
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| What happens to conduct knowledge transfer? 3-3 | Product demos, proof of concepts, workshops Enablement training
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| IS= | Inception Sliver
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| Inception Silver will provide an opportuntiy to size and scope the sliver to be performed. | What does the inception sliver accomplish?
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| Proof of concept Workshops, Enablement training courses, Roadmap Planning | What are the key deliverables for Project intiation activities?
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| detail the business requirements and organize them into projects Break projects down into logical slivers Build application profile for every sliver | Objectives of the inception phase
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| When should the process walk-through should be performs? | During Inception
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| What is involved with performing the process walk-through? | walking through current processes to look for and understand possible improvements.
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| What is the expected duration of the Inception process walk-through | 1-3 days
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| identify quick wins(low hanging fruit) Make a positive impact, improve the process Identify how the work is received, routed, reported on, researched, responded to and resolved | The goals of the inception process walk-through?
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| What are best practices utilized during Roadmap definition? | Always keep the big picture in mind Build in individual releases
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| WHat must a task be associated with? | A Task Group
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| What can a Task Group be associated with? | A workbasket or individual
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| How are updates sent from the dev system to PMF? | via asynchrounous queued SOAP messages
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| What does a TMF segment detail? | Auto Test Cases recorded in the development environement.
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| How do you compile mutiple test scenarios? | Using test suites
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| How are executed suites identified? | by an "E" in front of ID
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| What are the three test results | Pass. Fail. Block
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| a failed test means? | it was able to run but not in the process intended
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| THe first step in the elaboration phase is... | run the application accelartor
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| Define and establish project roles is a key activity in which phase? | Elaboration
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| Environment setup is a key activity is which phase | Elaboration
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| Establish Organizational Heiarchy is a key activity is which phase? | Elaboration
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| Run Application Accelerator is a key activity is which phase? | Elaboration
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| Plan DCO sessions/Use Case Sets is a key activity is which phase? | Elaboration
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| Execute DCO Session Plan to extract application details is a key activity is which phase? | Elaboration
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| Establish/Deploy Channge Control Process is a key activity is which phase? | Elaboration
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| Establish?Deploy Governance Model is a key activity is which phase? | Elaboration
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| Establish Deployment Process is a key activity is which phase? | Elaboration
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| Establish/Deploy Coding Standards is a key activity is which phase? | Elaboration
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| Establish Test Plan is a key activity is which phase? | Elaboration
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| If necessary, Establish Data Migration Plan is a key activity is which phase? | Elaboration
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| Establish issue tracking Process is a key activity is which phase? | Elaboration
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| Phase readiness Assurance Checklist is a key activity is which phase? | Elaboration
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| Pre-flight, PAL is a key activity is which phase? | Elaboration
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| Complete Application Confguration is a key activity is which phase? | Construction
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| Complete Unit Testing is a key activity is which phase? | Construction
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| Complete Integrated System Testing is a key activity is which phase? | Construction
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| Build test scripts is a key activity is which phase? | Construction
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| Performance/Pre-flight/Log FIle FIle Analysisis a key activity is which phase? | Construction
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| Design Review/User Experience Review is a key activity is which phase? | Construction
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| Phase Readiness Assurance CHecklist is a key activity is which phase? | Construction
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| Pre-flight, PAL is a key activity is which phase? | Construction
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| Baseline Application Established is a key deliverable is which phase? | Elaboration
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| Application Rule built is a key deliverable is which phase? | Elaboration
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| Req's/Usa Case Rules Created is a key deliverable is which phase? | Elaboration
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| Baseline Class Structure established is a key deliverable is which phase? | Elaboration
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| Draft Flows Created is a key deliverable is which phase? | Elaboration
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| Draft UI's Created is a key deliverable is which phase? | Elaboration
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| Requirements Detailed is a key deliverable is which phase? | Elaboration
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| Atomic Use Cases broken out detailed is a key deliverable is which phase? | Elaboration
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| Links established between requirments , cases and implementation is a key deliverable is which phase? | Elaboration
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| Test Plan is a key deliverable is which phase? | Elaboration
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| Change Control is a key deliverable is which phase? | Elaboration
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| Governance Model is a key deliverable is which phase? | Elaboration
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| Automated Document Generation is a key deliverable is which phase? | Elaboration
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| Updated Effort Sizing is a key deliverable is which phase? | Elaboration
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| Release Candidate meeting all Bus. Requirments is a key deliverable is which phase? | Construction
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| Test Cases is a key deliverable is which phase? | Construction
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| Production Deployment Guide is a key deliverable is which phase? | Construction
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| End User Training Guide is a key deliverable is which phase? | Construction
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| Updated Requirements as necessary is a key deliverable is which phase? | Construction
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| As-Built Documentation is a key deliverable is which phase? | Construction
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| Update project plan is a key deliverable is which phase? | Construction
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| WHen can PMF and Designer Studio (PRPC) be connected? | Once a project is created
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| What tool is used to organize rules created to complete tasks assigned from PMF? | Project Explorer
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| How are reports created via PMF? | Using Project Documentation Wizard
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| How can reports be attached to project? | Using addattachment icon
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| Using DCO session details, assign work to configure the production ready application itterations, is a objective of what phase? | Construction
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| Completing configuration tasks and unit testing are objectives for which phase? | Construction
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| Running application test scripts and beginning the system test process are objectives for which phase? | Construction
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| Build and tst migration plans is an objective for which phase? | Construction
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| What must be done in order to use TMF? | a test case must be recorded on the flow
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| What is the typical testing process using TMF | Plan tests- Define and run tests- Review results and resolve issues
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| Testing aggregate flows, occurs in which phase? | Transition
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| What are the transition phase objectives? | Ensure finished application is acceptable
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| What is the smoke test accomplish? | provide a method to perform a quick run through test of basic application functionality
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| What does a smoke test consist of? | creating a work object selecting a item off the work list, resolving it, and generating correspondence reviewing the audit trails and attachments
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| What is a compliance test? | Ensure application wuality Use preflight tool
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| Pre-flight analysis is a key activity is which phase? | Transition
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| Phase Readiness Assurance checklist is a key activity is which phase? | Transition
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| Go/No Go Status is a key deliverable is which phase? | Transition
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| Migration Deliver Document/Run Book is a key deliverable is which phase? | Transition
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| Production Ready Application is a key deliverable is which phase? | Transition
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| Production Support Plan/Documentation is a key deliverable is which phase? | Transition
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| Fully tested Data Migration Planis a key deliverable is which phase? | Transition
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| What is Automiatic Event Services (AES)? | A PRPC tool utilized during performance testing
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| What accomplishes - No Surprises Fosters better relationships Establishes audit trail Highlights the need/availability of resources Realigns the team focus | Change control
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| When does governance occur/be performed? | at a minimum every two weeks for 30 minutes
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| Who should be included for a governance meeting? | project sponsor, project manager, leadership from the business, QA and IT
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| Why is governance important? | provides bi-directional escalation paths for issue identification/resolution forces all parties to be in sync reduces risk
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| what are the minimal standard for governance? | executive steering committee project status reports project meetings issue resolution change control
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| What are the DCO Session Artifacts | Draft Flows Draft UI Requirements and use cases Automated documentation can now be generated
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| What are the best practices for DCO Sessions? | Session type should match resource skill level Sessions normally four hours per use case set Parking lot should have no more than 5-10 items Upon completion of DCO session
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| DCO Session Rules | Meeting moderator, Scribe, Business Architect, SYstem Architect, Process Owner, Subject matter expert, IT representative, Testing representative, training representative
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| What are DCO sessions | Session where use cases are elaborated on to create draft flows and UI's
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| What is a specific path down a flow accled? | Scenario
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| What are the steps taken by one actor to complete a portion of a flow called? | Segment
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| Can a segment be one or more atomic use cases? | Yes
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| How many segments comprise a scenario? | one or more
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| What does a test suite accomplish? | Bundle two or more scenarios together
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| What does the typical testing process in TMF consist of? | Plan test, Define and run test, review results and resolve issues
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| It is a best practice for the to be no more than how many parking lot items during DCO Sessions? | 5-10
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| It is a best practice that a session type shoul match with what? | resource skill level
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| How long should normal DCO Session be? | 4 hours per use case
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| What are the artifacts produced from DCO Sessions? | Draft flows, Draft UI, Requirements and use cases, automated documentation able to be generated
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| What are the three basic types of DCO sessions? | Prep and Review, White Board and Review, Real-time Capture
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| DCO Session type that the team has more time to develop mockups, digest requirements and formulate questions. Team most likely have substantial follow-up points. Could take more time but actual DCO session will be shorter | Prep and Review
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| DCO Session where team performs High-level review of documents prior to session. During session, client walks-through requirements. At end of session, team performs quick review of flow. Post session, System Architect enter process flow and UI into PRPC | Real-Time White Board
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| Team performs high-level review of docs to prepare. Business walk-through requirements while System Architect captures process flow and UI in PRPC. At end of session, team performs quick review of flow and UI. Closely moderated. Session time intensive | Real-Time Capture
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| Where should the more mission critical functionality and higher risk features be planned? | Earlier release are better to obtain maximum value
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| WHat is a support type? | facilitates the categorization and organization of use cases
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| WHere are requirements captured in PRPC? | Application profiler
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| Describe a business use cae and its characteristics | a set of possible sequences of interaction between systems and users in a particular environment that describes a business process. Contains documentation of actors. Complexity renders them unable to be reused.
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| Describe a automic use case | small reusable process taken from overall business use case. Small and granular when entered into DCO. Describes part of business process. have one owner. Associated w/ one or more work types or supporting types. can be linked to PRPC rules
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| What is the primary objective of the inception phase? | To define the scope of each development oeffort or project sliver
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| What is contained in a project roadmap? | Logical slivers, release, estimates of work, risks and assumptions
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| Int the project sliver funtional approach, what are the two paths or flows you plan for DCO? | Primary path and Exception path
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| What types of clients or project artifacts shold be used and leveraged in the inception phase? | Business objectives. Business requirements document or BRD. Requirements inventory. Previous project sliver documentation or artifacts.
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| What is the one key item must all business objectives have, to make the objective actionable and measureable? | Clear objectives with quantifiable measures
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| List the tools used in the Pega Inception Phase? | AP, sizingtools, project plan templates, PMF, phase readiness checklists, methodology alignment workshop
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| What does the MAW do for the project? | Blends client methodologies with Built for Change methodologies resulting in a hybrid methodology.
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| Who performs the MAW? | Pega methodology lead
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| Who are the main decision makers in the DCO process? | SME's
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| to socialize the new methodology, key leadership roles should be involved in what DCO sessions? | The first session
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| DCO Session should be used to align what? | Use case, business requirements, use case sets
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| Where is the most likely place for client scope creep on use case sets? | Feature Demos
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| How many iterations are usually in the construction phase for a sliver? | Three
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| In which construction iteration should the testing approach document be generated? | Iteration 1
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| What function should be the focus for the construction iteration phase 1? | Primary flows
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| What function should be the focus for the Construction Iteration Phase 2 | Secondary flows
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| What function should be the focus for the Construction Iteration Phase 3 | UI and Interfaces
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| List the areas where Peg provides expert services to complement a project deployment. | Design Review. Re-Use Review. User Experience. Configuration Review. Performance Health Check. Transition Readiness.
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| What is the most common Pega expert services used? | Performance Health Check
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| What PRPC capanilities are used to support the transition phase in creating the QA environment? | Rule Migration
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| What is the most common type of migration issue found in a smoke test? | Problem with access control, security or permissions on the database.
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| What does a smoke test typically consist? | Adding a work object using a remote source. Piccking an item of the work list, resolving it and generating correspondence. Exercising a iterface to insure it returns data. Updating a business rule.
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| What type of test are boundary and exception test? | Quality Assurance tests
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| What type of testing typically includes load testing which simulates how the application works in a business environment? | System testing
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| What three tools are most likely used during a performance test? | My Alerts, PegaRules Log Analyzer and Performance Analyzer (PAL)
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| In what type of testing is the pre-flight tool most likely used? | Compliance testing
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| Does PMF allow a team member to track project issues and integrates with MS SharePoint OOTB? | No, an integration connector can be built to MS-SHarePoint but it does not come OOTB
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| Which test comes first in transition process, Smoke or UAT test? | UAT
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| In which transition phase is ANT scripting most likely used? | Migration phase
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| What are some of the risks associated with poor change management? | project scope is drastically impacted. Timelines can be compromised. Expectation can be misinterpreted or mis aligned
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| What is the best practice for linking the change management process to the product? | Use PMF use case to requirements linkage
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| Which three things must be considered to determin where a change control item fits in the development cycle? | Risk. Priority. Business Value.
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| What is the recommended frequency of project status reports? | weekly
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| What should project status reports contain? | Detailed current status of project. key activities (week prior). targets for coming week. to target milestones. change management summary. key decision documentation
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| What does ARMED stand for? | A - Alerts. R - Rule. M- Memory. E Human Experience. D- Database
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| What is the distinct phase of the Scrum Methodology where work application are created? | Cadence or Sprint
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| How long is a typical Sprint? | 1 to 4 weeks
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| PMF objects are created to track what items? | Task groups. Tasks. Bugs. Issues.
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| What is a task in PMF? | a configuration effort assigned to a resource
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| what is a bur in PMF? | Describes a feature function that does not technically work as intended, can be associated with a project or a specific task group
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| TMF covers all types of testing except which type? | Stress testing
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| what is a test environment in TMF? | The development environment containing rules to be run by TMF
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