CSA - Study Note
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| Phase where PRPC Knowledge Transfer • Operational Walkthrough • Create Application profile and sizing tool • Draft High level project plan • Methodology adoption workshop | Inception
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| 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
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| Phase • Environment migration • Quality Assurance testing • UAT Testing • Production Readiness | Transition
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| Creates Application profile and sizing | Application Profiler
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| Consumes the Application Profile and builds the application structure | Application Accelerator
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| Where should use cases be built | In a Use Case Rule, Classes and RuleSets
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| Classes define.... | the scope of rules – (properties, sections flows etc)
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| Cannot be instantiated and Names should end with a hyphen but don’t have to | Abstract
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| Can be instantiated and Names must not end with a hyphen | Concrete
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| Patterned and Directed describes... | Inheritance
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| Classes SHOULD have a what type of inheritance... | pattern parent – represented by dotted line arrow
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| Classes MUST have a what type of inheritance | directed parent – represented by solid line arrow
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| What drives the selection of your class hierarch design pattern? | reusability requirements
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| Assets that are specific to an application and common to more than one business unit | Application
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| Assets that are common across multiple divisions or applications – for example LDAP integration | Enterprise
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| Defines a common foundation for specific implementations | Framework Layer
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| Defines a specific, non-reusable application | Implementation Layer
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| True or False One framework can support multiple implementation layers | True
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| a container for related classes and rules | RuleSet
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| RuleSets are primarily used for | Access control, Migration (deployment) and Rule Versioning
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| What do Rule Set Versions Three dash- delimited numbers starting with 01-01-01 represent | • Major version • Minor version • Patch version
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| Resolution of the class structure is patterned... | first all the way up, then back to the direct inheritance where started until base class reached
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| 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)
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| 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
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| Where do pages point? | Class
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| Where do properties live? | Class
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| True or false Operators belong to one or more access groups. | True
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| True or false Operators do not have to belong to a Access group | False
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| Access groups list how many application rules | One application rule but possibly additional rulesets
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| an ordered set of RuleSets that together identify the components of a PRPC application | Application Rule
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| True or False Applications can be built on other application rules to create a chain of rulesets | True
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| 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
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| Used to provide access to rules used for temporary functions | Available production RuleSets (personal)
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| Primary RuleSets used for this application | Application Rule
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| Added manually to application ruleset list | Pega-Rule Sets
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| Defines which portal layout a user will see and different application responsibilities | Access Group
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| Specifies a set of access roles and an application rule as well as the portal layout to display | Access Group
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| A mechanism that provides access across multiple work baskets and work lists. | Work Group
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| • Can identify a user who is a supervisor, together with a set of workers and workbaskets that report to that supervisor. | Work Group
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| • Access to management reports. Work groups are the primary unit of summarization on the Monitor Activity workspace. | Work Group
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| 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
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| True or False Flows uses different harnesses at different points | True
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| the "New" harness is used for what | to create a new work object
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| has a create button, supports the start of a flow rule execution for that work object. | New Harness
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| the "Perform" harness is used for what | for processing assignments and selecting flow actions
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| 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
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| the "Confirm" harness is used for what | After an assignment is performed and the object is complete
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| Harnesses that shows in read only mode | Confirm Harness Review Harness
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| the "Review" harness is used for what | for reviewing and re-opening work objects
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| Where can Audit notes can be specified | on flow shapes
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| 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
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| How is it determined which assignments to route to which operators | Routing activities and security tests can access operator skills
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| A "To SkilledGroup" assignment are routed to an operator in a workgroup by looking at: | Avilability, Required Skills then Desired Skills
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| How are "To SkilledWorkbasket" assignment asigned? | goes to a workbasket and assigns skills
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| For a Operator to receive an assignment fro. the "To SkillesWorkbasket" they must... | Operator must have requisite skills to work on that assignment.
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| An assignment uses what types of connectors | Flow Actions
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| An Decision uses what types of connectors | Status, Else
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| An Fork uses what types of connectors | Status, When, Always, Else
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| Likelihood % determines | order of possible actions presented in the work object.
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| Likelihood of a fork is available when and determines what... | (available on status and when) determines order of evaluation.
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| primary processing unit of an activity | Step
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| A activity step can... | • call one of several pre-built methods • Execute custom java in line • Call another activity • Distinct procedures
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| A activiity uses ____ to execute | Methods
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| identify the page on which this step is to act | Step Page
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| 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
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| A method that deletes one or more pages from clipboard – database not affected | Page-Remove
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| A method that quick view of clipboard page content for debugging | Show-Page
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| A Method that calls decision tree rule and loads returned result into a specified property | Property-Map-Decision-Tree
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| A Method that calls a decision table rule and loads the returned result into a specified property | Property-Map-Decision-Table
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| 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
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| A Method that Opens an object from the database and loads to clipboard – a single instance | Obj-Open
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| 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
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| A Method that Updates PegaRules or other database with information in clipboard | Obj-save
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| A Method that deletes object in the database – optionally deletes same object from clipboard | Obj-Delete
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| Advanced Controls include: | • List to list • Auto complete
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| Andvanced UI that renders HTML when a user accomplishes an action on screen | Client events
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| Section visible, sections refreshed, activity called depending on input or other events – on change, on blur, on click | Client events
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| When can properties be auto-populated | only available when a property is mapped to a database
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| enabled by selecting expression calculation on the HTML tab of Harness>flow action | Dynamic expression calculation
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| Special work objects that can become a master case over a set of standard work objects | Covers
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| Type os declarative rules | • Constraints • Declare expressions • Declare pages • Declare index • Declare on change • Declare triggers
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| A declaritive rule that cannot proceed to next step if property value exceeds restriction | Constraint
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| A declaritive rule that is executed automatically in response to property value change in the expression | Declare expressions
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| Generates persistent, read-only clipboard pages on demand and refreshes them as specified. | Declare pages
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| A declaritive rule that is automatically extracts a value from an embedded property when its value changed, improves performance and facilitates reporting. | Declare index
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| A declaritive rule that runs an activity automatically when value of property changes | Declare on change
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| A declaritive rule that runs an activity when instances of a specified class created, updated or deleted in the database | Declare triggers
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| A declare page that enables data sharing between applications run by the same requestor (single user) | Thread
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| A declare page that enables data sharing between requestors (users/systems) | Node
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| Types of declare pages: | Thread and Node
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| Where do rule warning appear | On rule forms
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| What happens in pre-flight | Consolidates warnings, checks for guardrail compliance
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| 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)
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| Why should results be ignored the first time you run PAL | because Rule Assembly is occurring and biases results
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| What does the PAL do? | Looks at rule counts, assembly, DB Trace etc Always running – cannot be disabled
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| PAL = | Peformance Analyzer
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| How are alerts triggered | by an action that exceeds pre-determined threshold
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| Alert counter is displayed where | on the developer portal next to the horse
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| Types of Logs... | System, Alerts, Security, Java Garbage Collection
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| PLA = | Pega Log Analyzer
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| 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%
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| SMA= | System Management Application
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| 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
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| 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
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| Acticity Types | • Activity • Assign • Connect • Locate • Notify • OnChange • Route • Validate • Trigger • Utility • Assembler • LoadDeclaritivePage
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| Name the project phases | Inception, ELaboration, Construction, Transition
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| Name the inputs into the process | • Get Started – Project description, Project name • Business objectives • Requirements • Work Types • Use cases • Interfaces • Correspondence
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| What are the steps followed by the AP | Processes, Interfaces, Reports, Correspondence, Assumptions, Project Roles, Profile Review
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| What are the steps followed by the AA | Base and Rulesets, Processes, Class Structure, Reports, Correspondence, Roles, Review Objects
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| DCO = | Directly Capturing Objectives
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| 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
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| 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
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| 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
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| What is a Data-Party | A rule set that contains reusable properties rather than creating additional properties
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| 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
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| Best practice Work-Cover gets mapped where | Work-Cover Class
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| True or false Cover is restricted to its own class group | True
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| What case management work object is manay to many | Work-Folde
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| Which case management work objects can be nested? | Work-Cover and Work-folder
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| What case management work object is one to many | Work-Cover
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| Which case management work object has locking? | Work-Cover
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| Which case management work object does not get locked? | Work-FOlder
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| How is Patterned Inheritance processed? | Patterened inheritance is determined by class nace
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| How is Directed Inheritance processed? | Points to a specific class, listed on the class form
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| What is the requireed inheritance path? | Directed
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| What is the optional inheritance path? | Patterned
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| WHat defined the scope of a rules reusability? | The position of the rule within the class structure
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| What is Work- ? | a collection of rules used by class groups and work items, contains rules used by examples, contains rules used as stubs
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| What is Work Class? | Defined the work type, can be instantiated, contains assets specific to the work type
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| Types of Properties | Single value, Page, Page List, Page Group
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| What do HTML properties control? | the display of the property
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| What is the organization and structure of data called? | Data Model
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| What does the data model consist of? | data objects, data object elements, and their associations
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| Specialized objects are used for what? | application specific elements
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| Generic objects are used for what? | general elements that can be used across applications
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| SIngle valuse properties contain? | Simple text, integer values, etc.
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| Compound elements correspond to what properties? | Page mode properties: Page, page list, page group
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| what class does not belong to a class group | Data
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| Is the data class concreate or abstract? | Concrete
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| What type of inheritance reaches Data-? | Directed inheritance
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| .name.name references what type of proprty? | Embedded properties
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| .name references | single value properties
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| What is the best practice for data classes? | co-locate rules and the properties they reference
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| Why should data rules and properties be co-located? | to enforce integrity and derived classes inherit supporting rules
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| What tool can be used to create mulltipple properties? | Define Properties Wizard
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| Name the flow types | Starter flow, Sub flow, screen flow
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| 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
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| 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
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| 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
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| Where are flow attributes set | on the process tab of the flow
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| When must create work object be enabled for a flow? | when the flow is a starter flow
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| What does a screen flow do? | sequences the collection of end user data, each screen is a flow action (not the connector)
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| WHat does the pyStatusWork property define | the status of a work item (New, Open, Pending, Resolved)
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| How many use cases correspond steps, series of steps in a screenflow or a single flow action | One
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| Does a use ccase change ownership during processing? | NO
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| Where can you call a section from? | section, flow action and harness (UI)
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| Three manu UI rules types | section, flow action and harness
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| Rules Inspector can be used to identify what rule types? | HTML, Property and Declarative rules
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| A Harness contains what components | Containers, Sections, Layout and Cells
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| Where are validation rules referenced | Flow action, activity
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| Validation entries include: | Validate, Validate Each, Call, Call Each
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| Precondition Options | Continue When, Skip When, Jump To, Skip Step, Exit This Activity, Exit Activity
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| Transition Options | Continue When, Skip When, Jump To Later Step, Skip Step, Exit Activity
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| 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
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| 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.
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| Where is rule checkin/checkout enabled? | RuleSet Rule Security Tab
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| Where is the default approval process specified? | RuleSet Rule Security Tab
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| What should be used to restrict RuleSet modifications? | Passwords
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| What are rule prerequisites used for during development? | Used to enforce rule dependencies
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| If rule A list Rule B as a prequisite, what must RUle A must the target system contain? | Rule B
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| What is a best practice when creating the ruleset prerequisite chain? | mirror the pattern and direct inheritance for the given class hierarchy
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| Where can the rulesets for a given operator be located? | operator profile
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| PRPC Functional Capabilities | Receiving, Routing, Reporting, Responding, Researching, Resolving
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| 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
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| intial business benefit from a delivered project should be seen within? | 60-90 days
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| How many use case scenarios should be documented up front? | Five
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| How should a class structure be designed? | To comply with recommended class pattern
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| When should class structure and "completed work" objects be created | Early during inception
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| How is rule reduncancy avoided? | Using inheritance
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| How many specific rules should be defined per sliver? | 10-100
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| There should be fewer than __ connectors for each assignment | Five
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| When should activities be called? | Only when needed
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| How many purposes should activity rules implement? | One
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| A flow must contain no more than how many shapes? | 15
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| WHen should performance benchmarks be set? | early in application development
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| When should security be coded into an activity? | Never
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| What is the dedicated page for an activity called? | Primary Page
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| Where are step pages identified? | On the pages and classes tab of an activity
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| What is the default page for a step? | Primary page
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| True/False The Operator ID Record list the Access Group | False
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| What rule can be used to test property values for Boolean logical statements | When Decision Rules
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| A decision Tree uses what type of logic? | If/Then
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| What are three options for a layout? | Template, Repeating, Free Form
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| What are the types of harnesses | New, Perform, Confirm, Review
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| Where can the type of connector being used be changed? | Connector Properties
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| Can a draft flow be ran? | Yes
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