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CSA - Study Note

Phase where PRPC Knowledge Transfer • Operational Walkthrough • Create Application profile and sizing tool • Draft High level project plan • Methodology adoption workshop Inception
Phase where Run Application accelerator • Directly Capture Objectives • Extend the draft DCO artifacts into production quality • Use iterative and co-production approach to development Elaboration/Construction
Phase • Environment migration • Quality Assurance testing • UAT Testing • Production Readiness Transition
Creates Application profile and sizing Application Profiler
Consumes the Application Profile and builds the application structure Application Accelerator
Where should use cases be built In a Use Case Rule, Classes and RuleSets
Classes define.... the scope of rules – (properties, sections flows etc)
Cannot be instantiated and Names should end with a hyphen but don’t have to Abstract
Can be instantiated and Names must not end with a hyphen Concrete
Patterned and Directed describes... Inheritance
Classes SHOULD have a what type of inheritance... pattern parent – represented by dotted line arrow
Classes MUST have a what type of inheritance directed parent – represented by solid line arrow
What drives the selection of your class hierarch design pattern? reusability requirements
Assets that are specific to an application and common to more than one business unit Application
Assets that are common across multiple divisions or applications – for example LDAP integration Enterprise
Defines a common foundation for specific implementations Framework Layer
Defines a specific, non-reusable application Implementation Layer
True or False One framework can support multiple implementation layers True
a container for related classes and rules RuleSet
RuleSets are primarily used for Access control, Migration (deployment) and Rule Versioning
What do Rule Set Versions Three dash- delimited numbers starting with 01-01-01 represent • Major version • Minor version • Patch version
Resolution of the class structure is patterned... first all the way up, then back to the direct inheritance where started until base class reached
Class Groups serve what purpose? • Define work pool (collection of work types/work classes) • Identifies a physical database table to store work objects • Stores name of the property that will become identifier for work objects (primary key of work object in database)
How do you define a work type? • Define a new work class • Specify that the class “belongs to a Class Group” • Select the name of the Class Group
Where do pages point? Class
Where do properties live? Class
True or false Operators belong to one or more access groups. True
True or false Operators do not have to belong to a Access group False
Access groups list how many application rules One application rule but possibly additional rulesets
an ordered set of RuleSets that together identify the components of a PRPC application Application Rule
True or False Applications can be built on other application rules to create a chain of rulesets True
RuleSet evaluation sequence in an application rule 1. Available production RuleSets (personal)2. Application RuleSets 3. Component and shared rulesets 4.“Built On” application RuleSet 5. Pega-Rule Sets
Used to provide access to rules used for temporary functions Available production RuleSets (personal)
Primary RuleSets used for this application Application Rule
Added manually to application ruleset list Pega-Rule Sets
Defines which portal layout a user will see and different application responsibilities Access Group
Specifies a set of access roles and an application rule as well as the portal layout to display Access Group
A mechanism that provides access across multiple work baskets and work lists. Work Group
• Can identify a user who is a supervisor, together with a set of workers and workbaskets that report to that supervisor. Work Group
• Access to management reports. Work groups are the primary unit of summarization on the Monitor Activity workspace. Work Group
Rule Resolution Steps Check the cache Select by type and name Discard availability = no Discard inapplicable RuleSets & Versions Discard rules not in class hierarchy Rank by Class RuleSet, circumstance, date Set cache Find best instance Availability = blocked Security
True or False Flows uses different harnesses at different points True
the "New" harness is used for what to create a new work object
has a create button, supports the start of a flow rule execution for that work object. New Harness
the "Perform" harness is used for what for processing assignments and selecting flow actions
has submit button and action section. Renders the flow action rules attached to the assignment, for example approve, reject, in the order of likelihood Peform harness
the "Confirm" harness is used for what After an assignment is performed and the object is complete
Harnesses that shows in read only mode Confirm Harness Review Harness
the "Review" harness is used for what for reviewing and re-opening work objects
Where can Audit notes can be specified on flow shapes
Urgency on an SLA is calculated: • Sum of the work object’s pxUrgencyWork property vlue • Plus initial value specified on the first tab of the SLA rule form • As goal, deadline and passed deadline milestones reached the system dds the specified increment to the assignment’s Urgency
How is it determined which assignments to route to which operators Routing activities and security tests can access operator skills
A "To SkilledGroup" assignment are routed to an operator in a workgroup by looking at: Avilability, Required Skills then Desired Skills
How are "To SkilledWorkbasket" assignment asigned? goes to a workbasket and assigns skills
For a Operator to receive an assignment fro. the "To SkillesWorkbasket" they must... Operator must have requisite skills to work on that assignment.
An assignment uses what types of connectors Flow Actions
An Decision uses what types of connectors Status, Else
An Fork uses what types of connectors Status, When, Always, Else
Likelihood % determines order of possible actions presented in the work object.
Likelihood of a fork is available when and determines what... (available on status and when) determines order of evaluation.
primary processing unit of an activity Step
A activity step can... • call one of several pre-built methods • Execute custom java in line • Call another activity • Distinct procedures
A activiity uses ____ to execute Methods
identify the page on which this step is to act Step Page
Method that Creates new clipboard page, may be top level or embedded page, will be named using the StepPage Attribute, a model may initialize properties on a newly created page. Page-New
A method that deletes one or more pages from clipboard – database not affected Page-Remove
A method that quick view of clipboard page content for debugging Show-Page
A Method that calls decision tree rule and loads returned result into a specified property Property-Map-Decision-Tree
A Method that calls a decision table rule and loads the returned result into a specified property Property-Map-Decision-Table
A Method that calls a map value rule passing a parameter for a row or a row and column and loads the returned result into a specified property. Property-Map-Value and Property-Map-Value-Pair
A Method that Opens an object from the database and loads to clipboard – a single instance Obj-Open
A Method that browses the database for instances and classes, loads to clipbard as an array of embedded pages – multiple instances but only specified properties of a class Obj-Browse
A Method that Updates PegaRules or other database with information in clipboard Obj-save
A Method that deletes object in the database – optionally deletes same object from clipboard Obj-Delete
Advanced Controls include: • List to list • Auto complete
Andvanced UI that renders HTML when a user accomplishes an action on screen Client events
Section visible, sections refreshed, activity called depending on input or other events – on change, on blur, on click Client events
When can properties be auto-populated only available when a property is mapped to a database
enabled by selecting expression calculation on the HTML tab of Harness>flow action Dynamic expression calculation
Special work objects that can become a master case over a set of standard work objects Covers
Type os declarative rules • Constraints • Declare expressions • Declare pages • Declare index • Declare on change • Declare triggers
A declaritive rule that cannot proceed to next step if property value exceeds restriction Constraint
A declaritive rule that is executed automatically in response to property value change in the expression Declare expressions
Generates persistent, read-only clipboard pages on demand and refreshes them as specified. Declare pages
A declaritive rule that is automatically extracts a value from an embedded property when its value changed, improves performance and facilitates reporting. Declare index
A declaritive rule that runs an activity automatically when value of property changes Declare on change
A declaritive rule that runs an activity when instances of a specified class created, updated or deleted in the database Declare triggers
A declare page that enables data sharing between applications run by the same requestor (single user) Thread
A declare page that enables data sharing between requestors (users/systems) Node
Types of declare pages: Thread and Node
Where do rule warning appear On rule forms
What happens in pre-flight Consolidates warnings, checks for guardrail compliance
Types of pre-fligh warnings • Rule warnings on custom Java, HTML, Javascript • Performance warnings – warns on columns not exposed, etc. • Browser compatibility warnings • Accessibility warnings (gov, regs on accessibility)
Why should results be ignored the first time you run PAL because Rule Assembly is occurring and biases results
What does the PAL do? Looks at rule counts, assembly, DB Trace etc Always running – cannot be disabled
PAL = Peformance Analyzer
How are alerts triggered by an action that exceeds pre-determined threshold
Alert counter is displayed where on the developer portal next to the horse
Types of Logs... System, Alerts, Security, Java Garbage Collection
PLA = Pega Log Analyzer
What is the PLA? A separate piece of software available on PDN to analyze Logs, quick assessment of overall system health In production the first five columns displayed should be zero, anything greater is unacceptable Garbage collection time should be less than 2%
SMA= System Management Application
What is the SMA? Ideal for quick system analysis ----- System monitoring (memory allocation, JVM information), Requestor management (usage, tracer, clipboard, Garbage collection, Rule cache reports
What is the Rules Inspector for? o For inspecting o H – HTML Rules such as Harnesses and Sections o P – Properties displayed on the sections o D - Declare Expression Rules that automatically calculate properties
Acticity Types • Activity • Assign • Connect • Locate • Notify • OnChange • Route • Validate • Trigger • Utility • Assembler • LoadDeclaritivePage
Name the project phases Inception, ELaboration, Construction, Transition
Name the inputs into the process • Get Started – Project description, Project name • Business objectives • Requirements • Work Types • Use cases • Interfaces • Correspondence
What are the steps followed by the AP Processes, Interfaces, Reports, Correspondence, Assumptions, Project Roles, Profile Review
What are the steps followed by the AA Base and Rulesets, Processes, Class Structure, Reports, Correspondence, Roles, Review Objects
DCO = Directly Capturing Objectives
Take the details from DCO sessions, assign work to complete the configuration os the production ready application using an iterative model,fully unit test each of the components that make up the application, complete the test scripts & begin test process Construction Phase
Build out the baseline foundation of the application being proposed, perform DCO sessions to extract the detail of the Requirements, Use Cases and WOrk Types, create Draft Flows, Create Drafy UI, develop a testing plan and establish standards Elaboration Phase
To define the scope of the project by detailing the Business Requirements for the Program, organizing them into Projects and ultimately breaking them down into logical slivers. To Build out an Application Profile to define/detail the scope of the sliver Inception
What is a Data-Party A rule set that contains reusable properties rather than creating additional properties
How many ways to add a party rule? On the assignment shape (local action) or (notify field) On the Utility (call an activity Notify shape
Best practice Work-Cover gets mapped where Work-Cover Class
True or false Cover is restricted to its own class group True
What case management work object is manay to many Work-Folde
Which case management work objects can be nested? Work-Cover and Work-folder
What case management work object is one to many Work-Cover
Which case management work object has locking? Work-Cover
Which case management work object does not get locked? Work-FOlder
How is Patterned Inheritance processed? Patterened inheritance is determined by class nace
How is Directed Inheritance processed? Points to a specific class, listed on the class form
What is the requireed inheritance path? Directed
What is the optional inheritance path? Patterned
WHat defined the scope of a rules reusability? The position of the rule within the class structure
What is Work- ? a collection of rules used by class groups and work items, contains rules used by examples, contains rules used as stubs
What is Work Class? Defined the work type, can be instantiated, contains assets specific to the work type
Types of Properties Single value, Page, Page List, Page Group
What do HTML properties control? the display of the property
What is the organization and structure of data called? Data Model
What does the data model consist of? data objects, data object elements, and their associations
Specialized objects are used for what? application specific elements
Generic objects are used for what? general elements that can be used across applications
SIngle valuse properties contain? Simple text, integer values, etc.
Compound elements correspond to what properties? Page mode properties: Page, page list, page group
what class does not belong to a class group Data
Is the data class concreate or abstract? Concrete
What type of inheritance reaches Data-? Directed inheritance references what type of proprty? Embedded properties
.name references single value properties
What is the best practice for data classes? co-locate rules and the properties they reference
Why should data rules and properties be co-located? to enforce integrity and derived classes inherit supporting rules
What tool can be used to create mulltipple properties? Define Properties Wizard
Name the flow types Starter flow, Sub flow, screen flow
What are the attributes of a starter flow? Creates a work item, appears in the Run menu, Indicated in the Application Explorer by a Run Icon
What are the attributes of a sub flow? Subprocess - a collection of common steps, called a branched from a starter flow, can not be run directly, represented by the flow shape
WHat are the attributes of a screen flow? Presents a single user with a swquence of forms to complete the screens, can not be used as a starter flow
Where are flow attributes set on the process tab of the flow
When must create work object be enabled for a flow? when the flow is a starter flow
What does a screen flow do? sequences the collection of end user data, each screen is a flow action (not the connector)
WHat does the pyStatusWork property define the status of a work item (New, Open, Pending, Resolved)
How many use cases correspond steps, series of steps in a screenflow or a single flow action One
Does a use ccase change ownership during processing? NO
Where can you call a section from? section, flow action and harness (UI)
Three manu UI rules types section, flow action and harness
Rules Inspector can be used to identify what rule types? HTML, Property and Declarative rules
A Harness contains what components Containers, Sections, Layout and Cells
Where are validation rules referenced Flow action, activity
Validation entries include: Validate, Validate Each, Call, Call Each
Precondition Options Continue When, Skip When, Jump To, Skip Step, Exit This Activity, Exit Activity
Transition Options Continue When, Skip When, Jump To Later Step, Skip Step, Exit Activity
What does a connector flow action accomplish? advances a work item through a process, are usually displayed in a pull-down list or as buttons, a connector shape emanates from an assignent
What does a local flow action accomplish? updates an assignment, does not complete the assignment or advan the work item like a connector flow action.
Where is rule checkin/checkout enabled? RuleSet Rule Security Tab
Where is the default approval process specified? RuleSet Rule Security Tab
What should be used to restrict RuleSet modifications? Passwords
What are rule prerequisites used for during development? Used to enforce rule dependencies
If rule A list Rule B as a prequisite, what must RUle A must the target system contain? Rule B
What is a best practice when creating the ruleset prerequisite chain? mirror the pattern and direct inheritance for the given class hierarchy
Where can the rulesets for a given operator be located? operator profile
PRPC Functional Capabilities Receiving, Routing, Reporting, Responding, Researching, Resolving
10 Guardrails Use Iterative Project Approach, Robust Foundation, Do nothing that is hard, Avoid Custom Java, Build for Change, Design Intent-Driven Processes, Easy Flows, Monitor Performance, Calculate & Edit Declaritively, not procedure, keep security object oriented
intial business benefit from a delivered project should be seen within? 60-90 days
How many use case scenarios should be documented up front? Five
How should a class structure be designed? To comply with recommended class pattern
When should class structure and "completed work" objects be created Early during inception
How is rule reduncancy avoided? Using inheritance
How many specific rules should be defined per sliver? 10-100
There should be fewer than __ connectors for each assignment Five
When should activities be called? Only when needed
How many purposes should activity rules implement? One
A flow must contain no more than how many shapes? 15
WHen should performance benchmarks be set? early in application development
When should security be coded into an activity? Never
What is the dedicated page for an activity called? Primary Page
Where are step pages identified? On the pages and classes tab of an activity
What is the default page for a step? Primary page
True/False The Operator ID Record list the Access Group False
What rule can be used to test property values for Boolean logical statements When Decision Rules
A decision Tree uses what type of logic? If/Then
What are three options for a layout? Template, Repeating, Free Form
What are the types of harnesses New, Perform, Confirm, Review
Where can the type of connector being used be changed? Connector Properties
Can a draft flow be ran? Yes
Created by: 1656960055
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