Trainer: Hari Krishna

Whatsapp: 8019137366

pegabpm7@gmail.com


PEGA PRPC BPM CSA & CSSA Training:

Duration: 60 Days

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