IT Training Training
By
Hari

PEGA PRPC BPM

Day 1:

·         What is PEGA?

·         Where PEGA is Used

·         Comparing PEGA with Other technologies

·         PEGA Advantages

·         BPM Introduction

·         BPM Advantages

·         What is PRPC in PEGA

Day 2:

§  PRPC Application Overview

§  Portals in PEGA

§  PEGA Designer studio Overview

§  PEGA Installation & PEGA Server Configuration

Day 3:

§  Building New Application in PEGA Using Application Wizard tool

§  Class Layers in PEGA

§  Built in Classes & User Defined Classes in PEGA

§  Inheritance Types in PEGA

§  What is Direct Inheritance & Pattern Inheritance

Day 4:

§  PEGA Components/Rule Types

§  Data Model Introduction

§  Property Rule

§  Property Rule Types

§  User Interface & Process Introduction

§  Flow Shapes

Day 5 & Day 6:

Designing Forms & Testing in PEGA:

§  Introduction to Section.

§  Layouts & Controls in Section

§  Design Using Section Rule

§  Flow Action Rule

§  Process Flow Rule

§  Creating Work Object & Tracking WO

§  How to Test a Flow

Day 7:

Debugging Tools PEGA

§  Clipboard

§  Types of Pages in Clipboard

§  Tracer

§  Where Am I

Day 8:

Creating User Interface Design, Layout & Visibility Conditions

§  Adding Multiple Layouts & Display based on When Condition

§  Adding Layout Formats

§  Visibility Condition in Layouts & Properties

§  Creating & Using When Condition

§  Settings actions in Layouts & Properties

§  How to set Read only Fields & Required Fields

Day 9:

Business Logic in PEGA

§  About Activity Rule

§  Method Types & Usage

§  Understand Parameters in Activity like step page, when conditions

§  How to debug Activity using Clipboard

§  How to trace Activity using Tracer

Day 10:

Using Activity to define Business logic:

§  How to Create Activity & How to Call One Activity from Another Activity

§  Working with Instructions(Call, Branch, Queue)

§  Calling One Activity from another activity by using Call and Branch Instructions.

§  Understanding the Difference between Call, Branch  & Queue 

Day 11:

§  Data Type /Data tables in PEGA

§  Creating Data Class

§  Understanding Data Layer and Work Layer.

§  Understanding PC, PR & PR4 Tables in Rulebase

Day 12 & 13:

Fetching Data using the Activity & Report Definition.

§  Using Obj-Browse Method

§  Understanding the Structure of Clipboard when fetching data using Obj-browse

§  Understanding Report Definition

§  Using Report Definition

§  Populate Values for dropdown using Report definition

§  Mapping table values to Property/layouts in section.

Day 14

Case Status, Access Reports, Parameters

§  Adding Case Status to Work Objects in Flow

§  Using Field Value Rule

§  Using Predefined Properties

§  How to Access Reports from Manager Portal

§  Importance of Parameters

§  Working with Parameters in Reports

Day 15

Working With Data Page Rule

§  About Data Page

§  Diff Types of Data page Scopes

§  Diff b/w Data Page, Report Definition & Activity

§  Cascading Dropdown Values based on Data Page & Report Definition

Day 16:

Introduction to Rule Set & Rule set Versions.

§  What is Ruleset

§  Rule Set and Versioning

§  How to create a new rule-set version

§  How to lock a rule set version

§  About Check-in, Check-out & Private edit

§  How to do bulk check in

§  Work Object Locking

Day 17:

Insert Data to Table Using Primary Key

§  Using Obj-Save Method to Insert & Update Records

§  Understanding of Write Now  Check Box & Commit Methods 

§  Difference b/w Write Now and Commit Methods.

§  Difference b/w Rollback & Obj-Save-Cancel

Day 18 & 19:

Fetch Records using Class Key & Primary Key

§  Types of Keys

§  Importance of Primary Page

§  Fetch Records using Obj-Open based on Class key

§  Fetch Records using Obj-Open-by-Handle based on Primary Key

§  Difference between Obj-Open & Obj-Open-By-Handle

§  Understanding usage of  all Data base Methods in one scenario

Day 20 & 21:

Data Transform

§  About Data Transform

§  Using functions in Data Transform

§  Using Data Transform to perform Property-set Operation

§  Understanding of When to  use Activity and when to use Data Transforms

§  Updating WO Prefix using  pyDefault  Data Transform

§  Using Expression builder in Data Transform

Day 22 & 23:

Decision Rules in PEGA.

§  What are Decision Rules & Types

§  How to call Decision Rules

§  Differences between Decision Table & Decision Tree

§  Decision Shape in Flow, Activity Methods & Declare Expression Functions.

§  Working with Decision Table, Decision Tree & Map Value

§  Using Fork option in Decision Shape of Flow

Day 24 & 25:

Declarative Rules in PEGA

§  Declare Expressions

§  Declare Constraints.

§  Declare On Change

§  Declare Trigger.

§  Declare Index.

§  Declare Pages/Data Pages

Day 26:

§  Validation Types

§  Rule Obj Validate

§  Rule Edit Validate

§  Difference b/w Edit Validate & Obj-Validate

§  Diff b/w Constraints & Obj-Validate

Day 27:

§  Types of Flow actions

§  Working with Local Action at Assignment level and Flow-Wide Local Action

§  Difference b/w Connector Flow Action and Local Action

§  Understanding Likelihood

§  Circumstance Rule

§  Circumstance Types

Day 28 & 29:

§  Operator ID,

§  Creating New Operator ID's with different Access Group

§  Class & Ruleset hierarchy

§  Rule Authorization Process

§  Rule Criteria's

§  Availability Types

§  Understanding Rule Resolution Algorithm

Day 30 & 31:

§  Flow Types in PEGA

§  What is Process Flow and Screen Flows.

§  When to Use Process Flows & When to use screen flows

§  Calling a Screen Flow from Process Flow using Sub Process Shape

§  Using Spin off Option in Sub Process Shape, Using Save on last step in Screen flow

§  Types of Screen flow.

§  Advanced shapes in Process flow: Spin Off Flow, Split Join And Split For each.

Day 32 & 33:

Harness Rule & Types of Harness

§  Harness Types

§  Creating User Defined Harness

§  How to Customize Predefined harness rules.

§  Understanding Built sections in Harness

Day 34:

Email Integration & Working with Outbound Email Integration.

§  Working with Out bound email

§  Working with Dynamic System Settings

§  Creating Email messages using Correspondence & Correspondence Fragment

§  How to configure notifications in Flow

§  How to configure notification using Activity

Day 35:

§  Understanding Routing In Pega

§  Types of Routing

§  Routing to Work list

§  Routing to Work Queue

Day 36:

Understanding of Operator, Work Group, Work Queue relationship.

§  Creating Work Groups

§  Creating Work Baskets

§  Creating Operators

§  Adding relations b/w operator, work group & work queue

§  How to transfer work items.

Day 37:

Service Level Agreement in PEGA (SLA).

§  What is SLA

§  Intervals in SLA & How to Calculate SLA

§  Understanding Urgency & How to calculate Urgency

§  Escalation parameters in SLA

§  How to map SLA to Assignment

Day 38 & 39:

Agents.

§  Understanding & Creating Agents

§  Types of Agents/ Agent Modes

§  Working with Standard Agents

§  How to Trace Agents using Remote Tracer

§  Working with  Advanced Agents

§  Understanding QueueforAgent Activity

§  Differences b/w Standard and Advanced Agents.

§  Understanding Agent Access Group

§  How to Manage Agents using SMA Application

§  How to monitor standard agents in Rulebase

Day 40:

Integrations

§  Working with Service SOAP

§  Creating Service SOAP

§  Creating and Understanding Parse XML & XML Stream rules.

§  What is Service Package

§  How to Consume Service SOAP

Day 41 & 42:

Working with Connectors

§  How to consume SOAP Service using Connectors

§  Creating and Understanding XML Stream and Parse XML rules

§  REST Protocol

§  How to consume REST Service using REST Connector

Day 43

Working with External Data Bases

§  Create a new External Data base & Add Tables

§  Connecting External Data base with PEGA PRPC Application

§  Using Connect SQL Rule to access Data from External Tables.

§  Using RDB-Methods

§  Diff b/w Obj-Methods & RDB-Methods

Day 44:

Working with File Listener.

§  Creating Service-file Rule

§  How to Load data using file listener & Parse the file

§  Creating Parse Rule & Map Activity

§  Creating a File-Listener rule

Day 45:

Exception Handling in PEGA.

§  Handling Exceptions in Connector Rules

§  Understanding Connection Problem flow

§  Exception handling in activity using Jump conditions & API

§  Checking Log messages in PRPC Application

Security Concepts:

§  Access role Name

§  Access Role to Objects

§  Access When

§  Access Groups

§  Privileges

Day 46 & 47:

§  Understanding Case Types

§  How Add Case Types

§  Working with Case Designer

§  Redesign Work Flow using Case Designer

§  Advanced features in Case Designer

§  What is Case Management in PEGA

§  Understanding Case Management

§  Understanding Relation b/w Parent & Child Cases

§  Understanding Diff Parameters in Case Designer

Day 48 & 49:

§  What is Skimming & Types of Skimming

§  Major skimming

§  Minor Skimming

Deployment Process:

§  Build a file Using Packaging Wizard

§  Creating Product Rule

§  Creating Product File

§  How to import a file

Ruleset Types & Hierarchy:

§  Ruleset Types

§  Ruleset Hierarchy

§  Importance of Rule sets

§  How to Delegate a Rule

Day 50:

Project Implementation

§  Project Selection Process

§  Methodologies

§  Enterprise Architecture

§  PEGA Environments

§  Development, QA , UAT (User Acceptance Testing)  & Production Servers Purpose

§  Authentication process in PEGA

§  Third Party Tools in PEGA

§  Real Time Process in PEGA

§  Requirement Gathering Tools & Deployment Tools

§  Team Size

§  Interview Questions

§  Certification Exam

§  Preparation Tips

§  Resume Building