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The major value lost with lengthy release cycles are Requirements change as business needs change Value is lost b/c features deployed today are more valuable than one planned for the future
The value gained with shorter development cycles Shorter iterations allow results to be prodiuced more rapidly Maximizes the value gained by the project Provides higher quality requirements for subsequent releases
What is a sliver? functionality released at frequent intervasls using an iterative approach
What are the two agile methodologies recommended / supported by Pega? SmartBPM and PegaSCRUM
What is SmartBPM? An adaptable process framework.
Must clients adapt to an SmartBPM? No. It is a flexible framework that can adapt to the methodology to any size project.
What are the SmartBPM phases? 1. Inception 2. Elaboration / 3. Construction 4. Transition
What are thje activities used to supplement the project phases? Project Initiation and Go Live
What are the key funcitons accomplished in the SmartBPM phases? Inception - Sizing Elaboration - Defining Construciton - Building Transition - Delivering
What are the artifacts from the Inception phase? * Business Objectives * Requirments * High level use cases * Work types * high level model * application profile
What are the artifacts from the Elaboration phase? * Use case details * requirments details * buisiness flows details * draft screens * projet document
What are the artifacts from the Construciton phase? * system behavior * screen implementation * external interfraces * application document
What are the artifacts form the Transition phase? * QA results * UA test results * move to production
What are the key initiation activities 1. Decide which sliver is first 2. product demonstrations 3. knowledge transfer
What is the recommended length for a sliver 3 - 6 months
What are the main activities of the Inception phaew? Define the scope of the program project and sliver. Identify process improvements Estimate effort
Main activities of teh Elaboration phase Build out foundation refine requirments, use cases and work types create draft flows and UI establish rule links develop a test plan, migration plan, and establish standards
Main activities of construction phase configuration tasks unit testing applicaiton test scripts system testing
main activities of transition phase complete system test ensure solution is maintainable
Go live activities deploy final release maintain app (enhancemnts, fixes, CRs) Monitor system
What are some benefits of the SmartBPM approach ROI / value realized sooner Re-use emphasized and built upon Easier to apply lessons learned
SmartBPM best practices Plan for multiple, small releases lasting appx 1 - 3 mos 2. Each releaes ideally self-contained 3. Plan fo rmaintenance patches between major releases 4. Prioritize most critical funcitonality and higher risk early
What are business objectives project goals that when reached signify a reutrn or business benefit
The details of a business need that are used to verify that the resulting applicaiton is what the buisness needed requirment
Busienss problem which requires an automated solution work type
a container for syswtem-wise reusable use cases support type
Are support types reusable across work types? yes
Whata re some support type examples system authentic ation, authorization, navigation...
An entity which takes action on a work type at aq specific business process point actor
Can requirments be non-funcitonal? yes
What should be used as success criteria for a project Requirments
Do requirements articulate business needs in technical terms? No--business terms
What is the impact of purchasing an industry-specific framework? work types will be mostly defined
get work type questions from Fast Track.. ...
Whats the difference between a business and an atomic use case Business UCs describe full process liefe cycle and are not entered into DCO tools. Atomic UCs encapsulate small, reusable processes.
What process do you use to get from business to atomic use caes? Decompose
What is DCO direct capture of objectives
What does DCO do? > proces for capturing, organizing, and storing info using PRPC tools. > an enabling technology used by IT, business, testing and others collabotratively
What tool is used to capture business logic, objectives, requirements, use cases, actors, etc. AP
What are the outputs of the AP
1. AP can be run from the PDN portal? True
2. The process for creating the AP differs between portals? False
3. An AP can be created with an New implementation only? True
4. To modify an existing AP you must select the AP from the ‘Profiles in Progress’ list? True
5. Selecting ‘Update Existing Application’ modifies and existing AP? False, creates a new AP for an existing Application rule.
6. Business Objectives are not used when building Use Cases? False
7. What part of the AP is used in creating the Business Context Section of the Exec Summary? Project Description
8. Actors background information is mandatory? False
9. Where is the initial/default work type name generated from? The Application name in the Overview dialog
a. Where is the Complexity setting of the work Type used? In the project sizing
b. How should Use Cases be organized in a Discovery Map? In primary and alternate paths
10. What are the colored shapes in a Discovery Map? a. Green – Human Task b. Blue – Sub Process c. Yellow – System d. Red – Integration
1. What aspects of a Use Case can be completed in a Discovery Map? a. Shape b. Actors c. Business Objective d. Description e. Trigger f. Use Existing Sub Process g. Complexity h. (ABDUCTS)
2. What does the Trigger in a Discovery Map represent? a. The access method the actor uses to interact with the Use Case
3. Other than in the Use Case Detail how can requirements be entered into the system? a. Can be added in the Profile Review step (manually/excel import)
4. What are the main attributes captured when entering a requirement? a. Name b. Category c. Importance d. Status e. External Req. ID f. Text g. (INSECT)
5. Can an integration interface be captured even if the system does not yet exist? a. Yes
6. In integration what is meant by the value for the # of interchanges? a. The # of times data will be sent between systems in a single transaction
7. Within the AP what is the purpose of Project Roles ? a. Allow for resource planning
8. Only one Operator can complete an AP? a. False, Delegates can contribute whole areas in collaboration with the creator.
9. The Merge step in AP is always present? a. False, only there if there are delegates.
10. Using ‘Add use Cases’ in the Profile Review step will add use cases to the Discovery Map? a. False
11. AP Best Practices: a. When collaborating solidify delegation strategy before capturing objectives b. Create as many iterations of AP as required before submission c. Doc your AP and have it approved by business.
12. List the worksheets in the Project Sizing Document a. Use Cases b. Interfaces c. Reports/Corr d. User Experience e. Infrastructure f. Details g. Release notes h. Scaling i. URI SURDI
13. What are the Best Practices for Project sizing? >Get experienced BAs, SAs to support >Consider first sizings iterations only >Manually size a set of UC’s with LBA/LSA & compare to tool results to calibrate >consider allocation/enablement of non-pega reso >include review manage & mentor activities
14. What are the 3 document available when creating the AP document? a. Pegasystems Certified Partner Lead Engagement b. Pegasystems Lead Engagement c. Self Lead Engagement
1. What can be used to create a project structure? 1.1 Project Templates 1.2 Application Profiles
2. What are the standard work management reports? 2.1 Completed/outstanding work assignments 2.2 How long assignments took to resolve 2.3 Details analysis of tasks due
3. Can you use MS Project to create a project tenmplate? 3.1 Yes, MS Project XML
4. What are the std project reports? 4.1 ProjectStatus 4.2 SprintStatus 4.3 SprintVelocity
5. What is PMF built upon? 5.1 PRPC v6.1
6. What are the primary SmartBPN PMF objects? 6.1 Product 6.2 Project 6.3 Task Groups 6.4 Tasks 6.5 Bugs 6.6 Issues
7. What are Releases/Versions used for? 7.1 To divide products in order to provide visability into a significant portion of effort.
8. What is a Project Milestone? 8.1 Used to track significant steps of progress in a proj
9. What are Themes used for? 9.1 To categorize development in a project
10. How long should a task take ideally? 10.1 No more than 2 days effort
11. What should be done if a Task goes over 2 days? 11.1 Assign to a task group and decompose into chunks less than 2 days effort.
12. A task be associated with a Task Group? 12.1 True
12.b Can a project have a task? 12.b.1 No
12.a Can an issue belong to a Task Group? 12.a.1 Yes
13. Is an issue a technical concern? 13.1 No
14. What are the primary Scrum PMF Objects? 14.1 Product 14.2 Project 14.3 Backlog 14.4 Sprint 14.5 User Story 14.6 Task 14.7 Issue 14.8 Bug
15. A backlog automatically created when a project is created? 15.1 True
16. How do you naviagte to templates in the PMF applciation? 16.1 Actions -> View -> Template
17. Have Backlog user stories been assigned to a resource? 17.1 No. they are awaiting assignment
18. A task gorup cannot contain another Task Group? 18.1 False
19. Both a backlog a sprint and a user story are all task groups? 19.1 True
20. A sprint represents assigned user stories? 20.1 True
21. Can Scrum Tasks belong to something other than a User Story? 21.1 No
22. What are Themes primarily used for? 22.1 To organize development
23. Where do you find the Dashboard, Work and Reports tabs? 23.1 On the Home tab
24. Can you view projects for other operators on the Dashboard Tab? 24.1 Yes
25. Is a backlog priorty organized? 25.1 Yes
26. What does the Work tab show? 26.1 Lists assignments for the current operator.
27. Can a sprint contain a sprint? 27.1 No
28. What are the reports available withinh the Reports Tab? 28.1 Project Summary 28.2 Work Management 28.3 Defect Management 28.4 Custom Reports
29. Can user stories be nested? 29.1 No
30. The search gadget does not match text within the object? 30.1 False, it does
31. You can filter work based on update times? 31.1 True
32. Where is the Default project set for creating PMF objects? 32.1 In Preferences
33. What are the mandatory fields required when creating a new Product? 33.1 Name 33.2 Initial Release Name 33.3 Version
34. What is the typical lenght of a sprint? 34.1 2-4 Weeks
35. How is the complexity of a user stroy guaged in scrum? 35.1 Using Story Points
36. What do oyu call the number of story points you complete in a sprint? 36.1 The velocity
37. Who typically owns the product backlog? 37.1 The Scrum Master
38. When creating a User Story what are the mandatory fields? 38.1 Name 38.2 Resource
39.What is backlog grooming? 39.1 The process of moving User Stories from the product backlog to the sprint backlog.
40. How are complex user sories decomposed? 40.1 They are broken down into tasks
41. How are objects resolved?
42. When resolving a User Story or a sprint is there a verification step in both cases? 42.1 Yes
43. Does everything in the AP need to be imported when creatinf a Custom project? 43.1 No
44. Imported Use Cases can be imported only as tasks? 44.1 False, they can also be imported as Task Groups
45. After import of an AP you cannot add additional tasks? 45.1 False
46. How do you create a subordinate item on a task group? 46.1 Right click on group and select Add sub item from list.
47. How do you create a custom project? 47.1 By not selecting a template
48. What status must a template have to be accessible? 48.1 Open-Available
49. How can you see all reports for a particular category? 49.1 By selecting the 'Browse Category' button
When can the PMF be used? At any time; typically from inception phase onward
When can the TMF be used? From the elaboration phase onward
What is a MAW? methodology alignment workshop. Session conducted by pega which shows an attendee how to incorporate DC capabilities into existing methodologies
List the benefits of using the SmartBPM phased approach for project deployment. a. Phases are smaller and easier to manage compared to other methodologies b. ROI and business value is realized earlier c. ROI or saving, revenue can fund later phases d. Re-use is emphasized and built upon (example rule sets for phase 1 are leveraged
In planning for multiple releases what is the targeted size in duration for a Pega sliver deployment? a. 3 to 6 months, ideally no longer than 6 months
Where should the more mission critical functionality and higher risk features be planned? a. Earlier releases are better to obtain maximum value
What 3 items does the Application Profiler (AP) produce? a. Application Profile Document - used as solution proposal b. Project sizing worksheet c. Work object use by the Application Accelerator and Project Management Framework (PMF)
What application creates rules which are used as the foundation for a PRPC solution? a. Application Accelerator
What is a work type? a. Centralized business problem requiring an automated solution e.g. Insurance Claims, New Loan, Purchase Request b. Focal point for the business that defines the information required to execute the process c. Typically derived from business use cases
What is a support type? a. Facilitates the categorization and organization of use cases e.g. system authentication, authorization, navigation. Becomes a container for system wide reusable use cases
Where are requirements captured in PRPC? a. Application Profiler
Describe a business use case and its characteristics a. Composed of a set of possible sequences of interactions between systems and users in a particular environment that describe the business process from end to end. b. Contains documentation of actors c. Complexity renders them unable to be reused
Describe an atomic Use Case. a. A small, reusable process taken from the overall business use case. Example: Entering screen data, approve/reject a request b. They are small and granular when entered into DCO tools c. Typically describe part of a business process d. Have one owne
What are the project initiation phase key activities? a. Operational walk-through b. Knowledge transfers c. Identification and organization of programs, slivers, staffing models, milestones, risk assumptions
List the key deliverables for the project initiation phase a. Proof of concepts b. Workshops c. Enablement training d. Roadmap planning
What is the primary objective of the Inception phase? a. To define the scope of each development effort or project sliver
Is there a separate application profile for each sliver? Yes
What is the purpose for an operational walkthrough in project inception? a. Walkthrough is used to look for and understand possible process improvements that can be made.
What is contained in a project roadmap? a. Logical slivers b. Releases c. Estimates of work d. Risk and assumptions
In the project sliver functional approach what are the two paths or flows you plan for in DCO? a. Primary path b. Exception path
What types of client or project artifacts should be used and leveraged in the inception phase? a. Business objectives b. Business requirements document or BRD c. Requirements inventory d. Previous project sliver documentation or artifacts
What one key item must all business objectives have to make the objective actionable and measureable? Clear objectives with quantifiable measures (e.g. remove 80% of the manual processing around an equipment purchase request)
List the tools used in the Pega Inception Phase. a. AP b. Sizing Tools c. Project Plan Templates d. PMF e. Phase readiness checklist f. Methodology alignment workshop
What does the MAW (Methodology Alignment Workshop) do for the project? Who performs this workshop? Blends client methodologies with Built for Change methodologies resulting in a hybrid methodology. Pega Methodology Lead (Cambridge)
List the objectives of the Elaboration Phase a. Setup the Dev, QA and Prod environments b. Build out the foundation of the proposed application c. Perform DCO sessions d. Begin to work in an iterative process e. Establish standards f. Engage the PMF and TMF frameworks
List the objectives of the Construction Phase a. Using DCO sessions outputs/details configure the production ready application b. Real-time PMF and TMF interactions c. Complete configuration tasks and unit test d. Run application test scripts and begin system test process e. Build and test migra
What are the 3 basic types of DCO sessions? a. Prep and review b. Whiteboard review c. Real time capture
What is the unique characteristic of Prep and Review DCO sessions? a. Preparation of draft flows are done in advance of the formal DCO session. This meeting between the SME, Architect, EL and BA is held to develop a working model of the flow.
What are the most commonly used DCO session roles for team members? a. Meeting Moderator b. Scribe c. Business Architect d. System Architect e. Process Owner f. SMEs g. IT Representative h. Testing Representative i. Training Representative
Briefly describe the DCO session objectives a. Business and their delegates clearly articulate the needs of the business b. Questions regarding use cases and requirements are answered and clarified c. Provide IT, Testing and Training with an understanding of how the use case will impact their are
DCO sessions should be aligned with which of the following? Use Case sets, Business Requirements, Use Case Sets
List the DCO session outputs or artifacts generated from a DCO session a. Draft flows b. Draft UI without properties c. Requirements and use cases; use cases at atomic level linked to requirements d. Use cases linked to implementation rules e. Automated documentation generated from PRPC
Who are the main decision makers in the DCO process? SME's
It is best to have key leadership roles in the first session to socialize the new methodology and process. TRUE
A use case set can flow through DCO Elaboration sessions, construction, testing and feature demos. Where is most likely place for client scope creep? Client demos
How many iterations are usually in the construction phase for a sliver? Three
In which construction iteration should the testing approach document be generated? Iteration 1
What function should be the focus for Construction Iteration Phase 1? Primary flows
What function should be the focus for Construction Iteration Phase 2? Secondary flows or exception flows
What function should be the focus for Construction Iteration Phase 3? UI and Interfaces
List the areas where Pega provides expert services to complement a project deployment. What is the most common Pega expert services used? a. Design Review b. Re-use Review c. User Experience Review d. Configuration Review e. Performance Health Check (most commonly used service) f. Transition Readiness
Describe the objectives of the transition phase a. Ensure business objectives are met b. Ensure the application is usable by the business community c. Must perform optimally d. Must be maintainable by support
What PRPC capabilities are used to support the transition phase in creating the QA environment? a. Rules migration b. Rule compare utilities
What is a quick/smoke test of a PRPC solution? A quick run through of a PRPC application immediately after migration to a new environment.
What is the most common type of migration issue found in a smoke test? Problem with access control, security or permissions on the database.
What does a smoke test typically consist of? a. Adding a work object using a remote source b. Picking an item off the work list, resolving it and generating correspondence c. Checking audit trails and attachments d. Exercising a interface to insure it returns data e. Updating a business rule
What type of tests are boundary and Exception tests? Quality Assurance tests
What type of testing typically includes load testing which simulates how the application works in a business environment System Testing
What three tools are most likely used during a performance test? My Alerts, PegaRules Log Analyzer and Performance Analyzer (PAL)
In what type of testing is the pre-flight tool most likely used? Compliance testing
Which test comes first in transition process? Smoke test or UAT? Smoke testing
In which transition phase is ANT scripting most likely used? Migration phase
What is Autonomic Event Services? TBD
List some of the risks associated with poor change management a. Project scope is drastically impacted b. Timelines can be compromised c. Expectations can be misinterpreted or misaligned
It is best practice to link the change management process into the product and application rules inside of process commander? False, use PMF use case to requirements linkage
Using the iceberg approach to change management with a PRPC application which three things do you need to determine where a change control item fits in the deployment cycle? Risk, priority and business value.
Who should participate in the project governance of the PRPC deployment? a. Project sponsors b. Project manager c. Leadership from the business d. Leadership from IT e. Leadership from QA
What is the recommended meeting frequency for governance meetings? Every 2 weeks
What is the purpose of project governance? a. Establish solid lines of communication between project leadership b. Responsible for raising risks, resolving issues, managing scope via change control
What is the recommended frequency of the PSR (Project Status Report) and what items should it contain? Frequency is weekly. It contains the following: a. Detailed current status of the project b. Key activities from the previous week c. Show targets for upcoming week d. To-target milestones e. Change management summary f. Documentation of key decisi
What does ARMED stand for in terms of transitioning a site to product support a. A – Alerts have been reviewed and diagnosed b. R – Rule usage has been reviewed and maintained c. M – memory allocation and usage is reviewed d. E – Human experience is adequate e. D – Database is performing to standard
List the most common reasons a project fails even when they have a valid methodologies a. Methodology does not fit the environment b. Project follows methodology too closely c. Methodology is too loosely followed
Which methodology uses milestone toll gates to advance work through a project? a. Waterfall methodology
PRPC DCO tools can align nicely with a waterfall methodology? TRUE
What is the distinct phase of the Scrum Methodology where work or applications are created/developed? Cadence or Sprint
How long is a typical sprint? 1 to 4 weeks
Name the three basic roles of a Scrum Team. a. Team member b. Product owner or SME c. Scrum Master
Is a Scrum Master a formal project manager? No
How would PRPC DOC tools be used with the Scrum Methodology? a. DCO tools would be aligned with the sprint b. DCO sessions would be aligned with the sprint c. Longer duration task would need to be broken down in tasks that span multiple sprints d. Resources need to be seasoned and highly skilled
Large development teams of 10 plus resources are successful in a Scrum environment False
List the RUP best practices a. Develop software iteratively b. Manage requirements c. Use component based architectures d. Visually model software e. Verify software quality f. Control changes to software
The PMF, TMF and PRPC application run in the same instance of PRPC? FALSE
The PMF and TMF are frameworks and can be customized to meet project needs TRUE
PRPC uses what integration method to communicate changes to the PMF and TMF? Asynchronous SOAP messages
PMF objects are created to track? a. Task Groups b. Tasks c. Bugs d. Issues
What is a task group in PMF? Groups together a collection of related configuration tasks; can be nested within another task group; typically maps to a work type.
What is a task in PMF? A configuration effort assigned to a resource
What is a bug in PMF? Describes a feature or function that does not technically work as intended; can be associated with a project or specific Task Group
What is an issue in PMF? A non-technical item to be tracked as it is resolved; can be associated with a project or specific Task Group.
The most common way to initially populate the PMF is to access the Application Accelerator object and import information. False, the most common way to import information is to get it from the Application Profile
The TMF covers all types of testing except which type of testing? a. Stress testing
What is a Test Suite in TMF? Two or more sequenced scenarios bundled together
What is a Test Environment in TMF? The development environment containing rules to be run by TMF.
Does TMF perform auto testing of a PRPC application? Yes
What ruleset must be loaded on the development system that enables PMF to track the deployment of a PRPC solution? PegaCESvcs
What 6 things are displayed under the Project Management section when creating a new rule in the development system? a. Project ID - references a template b. Task Group c. Task d. Description e. Remaining Effort in hours f. Note
Operator IDs need to be unique in both he PMF framework and the PRPC development system in order to all the framework to track tasks, issues and bugs for the project. FALSE
What does the sample template in the PMF framework allow you to create? Project tree
What is the name of the sample template in the PMF framework PRPC BPM Project Template
What does the Project Explorer tab do when the PMF framework is enabled for a project? a. View the task list for their current project and drill down into the detail b. Refresh the project and task lists to display new projects, tasks and bug fixes that have been assigned to the operator c. Provides a tree structure to navigate the PM
When the PMF framework is enabled what four actions prompt an operator to enter information in the project management sections of the rule? New rule, Save As, Check out, Check in
Test definitions in TMF are composed of what 2 building blocks? Test Suite and Test Scenario
What is a test suite? The parent folder that organizes a collection of test scenarios. Suites are tied to an application and version in a specific target system
What is a test scenario? A work object that defines a single processing path. They contain one or more test segments that describe sequential steps performed by a single actor. Scenarios are tied to an application, version, and a work type.
What is a test segment in TMF? Scenarios contain one or more segments. A segment describes one or more sequential steps in the scenario performed by the same actor. Each segment can reference one or more use cases in the application or an auto test case. Segments do not create test d
What are the four phases of a RUP deployment? Initiation, Elaboration, Construction, Transition
What phase does SmartBPM recognize as a separate RUP phase? Go live
In what RUP phase is the application profile developed? Initiation Phase
In what phase is the Enterprise Application Accelerator used? Elaboration
DCO sessions are conducted in what phases? Initiation and Elaboration Phases
In what phase is UAT performed? Transition Phase
Does the TMF framework include automated testing functionality? Yes
What's the diff between white box and block box testing? White: Typically unit testing. Tests the inner structures of the app. Typically created by those who designed the app. typically run at design time. Black: tests app funcitonality.
What is the OOB unit testing functionality? In PRPC, preview for UI (magnifying glass) and run button for rules, processes, decisions, etc.
What tests Acceptance
Is automated unit testing part of the TMF functionality? No. It's part of prpc adn is available with the core applciaiton.
How is automated unit testing enabled? Update access group role for operator to include "PegaRULES:AutoTest"
What are the steps to leverage automated testing? 1. Provide access 2. record test case 3. Play the test case 4. optionally, create
What are the key options while recording a test case Save test case, save flow marker, stop recording, save resume tet case, cancel
what ar ethe two options when runnign an automated test case run until differences found or walk through each step of the flow.
Is teh Where Am I? feature available whilst running a test case? yes
What are the options when playing a recorded test case Next difference, save ignores, save results, overwrite step, cancel, where am i?
What's a test suite a group of one or more test cases
How is a test suite created? In PRPC, use the Pega button to go to the Application group, then select the automated unit testing schedule gadget
Can test cases be run manually? Yes. Or, can be included in a test suite adn scheduled to run automatically.
Who typically uses teh lPRPC test features Either the SysArch during development or the QA resource during QA.
What are the test suite scheduling options? Now, once, daily, weekly, mnthly, yrly -- specifying start date
Test environment (target) the development environment containing the test cases
segment >Steps to take to complete a portion of a flow by one actor >could be one or more atomic use cases
What is a specific path down a flow? A scenario.
Can TMF integrate with other apps (non-PMF)? Yes--other apps can leverage SOAP calls to get test data
Can automated test cases be migrated withj the application to other environments? Yes, but best practice is NOT to. Prevent by creating a seperate ruleSet / version and application to store test rules in
A senario can contain only one segment T/F F. Comprise dof one ore more segments
Scenarios must be sequenced to ensure they are run in the right order. T/F F. They CAN be
What is the most granular part of the test flow segment
Can you create a scenario with only one segement? yes
what's the best method for creatign and organizing multiple starting scenarios? TMFs Scenario Builder wizard
What information must be defined when creating a new test scenario in TMF? name, category, system to test, application app version, and work type
You must use TMF scenarios to define a Suite in TMF No. can define a suite usign scenarios fro TMF or unit test suites in PRPC
What are the possible status outcomes of running a test? Pass Fail Blocked
What is a blocked status Occurs when the test definition does not complete. e.g. server down, etc.
Tests cannot be run in the background F
where can you find test results in TMF? in executed scenarios
How do i move tests to another system? Action / Tools / Package test
Created by: klhr