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Pega 7 Day 1

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Introduction to SDLCBPM and BREWhy PegaWhat is PegaPega SixRsArchitectureUsing Process CommanderCommon Rule typesExamining Rules using Process CommanderAgenda

Business Process Management System (BPMS)

A software system which allows for the direct execution of business processes.Removes the costly and time intensive development of process specific softwareCan invoke external services to perform business operations

Can send messages to human workers requesting they perform certain tasks

Can call a Business Rules Engine to make automated decisions

Provides a process driven user interfaceExamples: Lombardi from IBM, Savvion from Progress Software, Metastorm

Smart BPM Methodology

SmartBPM is not a single concrete prescriptive process, but rather anadaptable process frameworkIntended to be flexible so that the implementation teams can adapt the methodology to any size project

Right-size the process to their project needs

The ceremony of the process should reflect the goals of the iterative phases

First BPM should directly captures the objectives of a business process.

Next, it should translates these objectives directly into a finished application. No programming is required by you, because the system automates the creation of the required Java or HTML 5 code.

It sholud then automates the work taking many steps that were once performed manually, applying decision logic, and then determining the outcome based on the business rules you provide.

It should scale and differentiate your processes by building on basic functionality and frameworks, and then adding the necessary layers to customize your application for your industry or your location or your company.

By being technology and locale aware, It should makes it easy to engage customers on any device, and through any channel.

And finally should easy integration to external data, and a zero-interruption architecture, Pega ensures your enterprise-ready application can deliver the right data, when its needed.

What Capabilities an Smart BPM should haveBusiness Rules Engine (BRE)

A software system that manages business rules - Separates the business rules from the application code

Is something which helps to reduce IT involvementExamples Microsofts BizTalk Fair Issacs Blaze Advisor IBM - WebSphere ILOG JRulesTypes of Business Rules Engine (BRE)

InferenceDerives a conclusion based on a knowledge baseAnswers questions when a user or application submits themExample: Should this customer be allowed a mortgage?ReactiveDetects and reacts to patterns of events occurringPerforms an action automatically when a certain rule is violatedExample: Alert a manager when certain items are out of stock

There are three key benefits from this important capability:

First, theres no misunderstanding in matching the requirement to what is developed. The business person can directly enter the process into the tool, or collaborate with a Pega architect to do it interactively.

Second, the required documentation is automatically generated. This saves everyone a lot of time, especially if the requirements change. And, since documentation comes directly from the system, it is never is out of date.

More importantly, the system automatically generates the finished application!Benefits From Pega BPM CapabilitiesWhy Pega ?Using Pega, companies are able to

Bring products to market faster - Many customers report 30% faster time-to-market using Pega over competing solutions.

Pega also makes it easier to Make, market, and sell more profitably; and deliver superior customer engagements

Pegas customers are found in the financial services, insurance, healthcare, manufacturing, and energy industries, to name a few

we start with the core Pega BPM technology, along with a basic application framework. This includes things like rules and data structures that are useful to everyone

Why Pega ? And Pega automatically generates the user interface using current web standards, markup (HTML5), CSS and Javascipt. It also has native support for internationalization.

Thats why Pega BPM provides what we call a design-once, access anywhere user experience. You create your UI once, deploy it on any device, in any locale, in any browser no coding required! Pega automatically generates the details .What is Pega ?

PRPC (PegaRULES Process Commander) is a software product created, licensed, and marketed by Pegasystems Inc (NASDAQ: PEGA).

PRPC is the core component of Pegasystems's "SmartBPM" suit of BPM (Business Process Management) solutions

PegaRULES Process Commander comes essentially as two discreet entities,

"PegaRULES", which is the core Java-based/Object-Oriented Rules engine (BRE)

"Process Commander", which is a layer of pre-configured rules that are designed to provide a solid foundation to enable rapid onward development and customization in order to create applications to fulfil the needs of the diverse client base using the technology. (BPM)

Is a software platform that allows businesses the opportunity to migrate all their disparate, diverse and often complex business rules, practices and processes into one platform.

Provides number of building blocks that enable you to quickly and easily build an application to suite the requirements of your business. The blocks (or Rules as Pegasystems calls them) represent different parts of your application.

There are rules for screens, decisions, correspondence, interfacing to external systems, etc. You can take these rules and put them together to design and build your solution.

What is Pega ?

Pegas SDLC ModelPega uses its own SDLC model and terminology in all the phases of development

Six Rs

For accomplish the goals of being effective, efficient and flexible using Business Process Management and Case Management?

Pega does this through six key areas of capability:Receive, Route, Report, Research, Respond, Resolve

Receive

Capturing essential data describing work. Different types of input channels are available Out of Box. E.g. Keyboard input, scanned documents, fax, web services, email etc.

Route

Easily moving single pieces or clusters of work from person-to-person or department-to-department

Thus, the customer profile triggers an SBR to a preferred customers queue in the call center. The rightcustomer service representative (CSR) quickly asks a few relevant questions (e.g., near-shore or offshore sailing?) and recommends an additional multi-line coverage umbrella.

Report

Providing real-time visibility of work in progress, work completed, productivity, bottlenecks, and quality.

Research

Accessing external systems and databases through connectors to support analysis and decisionmaking.

Dynamically get the data needed to automate work when & as needed & using the best sources.

Respond

Communicating status, requests for information, and progress to the work originator and to other people involved in the work, by email, fax, written mail, and other means.

Resolve

Through automated processing and automated support of users, completing the work and updating downstream systems promptly.

Tour to Designer StudioLets Login into Pega Designer Studio,

Designer Studio

The Pega 7 Designer Studio portal has four components - header at the top, explorer panel on the left, work area in the middle, and the Developer Toolbar, that displays as a footer.Explorer PanelWork AreaHeaderDeveloper ToolBarHeader Menu Includes..

The Pega 7 logo

The Designer Studio menu allows us to access Landing Pages. All of the categories available from this menu have submenus. The categories that are shown depend on the features, RuleSets and privileges available to the operator who is currently logged on.

The Application menu identifies the current application. The application menu contains options to view the application information, switch applications or work pools, and to create a new application.

The Launch a portal menu lets us switch from the Designer Studio (or Developer portal) to another portal listed in our access group.

The Create a case menu displays the case types that are available to create cases from.Over to the right, theres a Search box that provides access to full-text search for rules, data objects and the help system.

A Recents icon that, when clicked, displays a pop-up box that shows any recent items that were viewed by this user.

A help icon that points us to help options. Well talk more about help options later in this module.

and the operator menu this allows us to view our profile, access groups and preferences. We can also use this drop-down menu to log out.

Common Rule TypesWe are using different terms like , Portal, Roles, Operator ID, Access Group etc

What are those, Those are either Rules or Data instance

Rules

Rule Rules Are data constructs that define elements of the:

User interfaceBusiness logicData storageStored in the rule repository in XMLA set of pre-defined rules are installed with Process Commander

In Pega each and every thing is either Rule or Data Instance

Common Rule Types ContinuedPropertyActivityHarnessSectionFlowClass

Common Rule Types PropertyA field that holds dataBelongs to a classE.g. Bill Customer

Class NameProperty: First Name

Common Rule Types ActivityActivities automate processingCallable programs that perform a specific action in memory or against the databaseBelong to a class

Rule TypeRule SetRule NameRule ClassCategory

Common Rule Types Harness

Defines the appearance and processing of work object forms

Process Commander provides standard harness forms for entering, reviewing, updating, and processing work objects and assignments

Rule TypeCategoryRule NameRule Set

Common Rule Types SectionDefines the appearance and contents of one horizontal portion of a work object form

CategoryRule TypeRule NameRule Set

Common Rule Types Flow A flow rule is the fundamental representation of a business process in Process Commander.CategoryRule TypeRule NameRule Set

Common Rule Types Class A group of rules related to a unit of workExamplePurchase Order

Class NameClass TypeClass Group Name

RuleSetsAre named sets of rules

Every rule belongs to a RuleSet

Used for:Access controlMigration of rules from one Process Commander system to another

Esupply is a RuleSetGetItemDetails Belongs to Esupply

Rules InstanceIs created from a template called as rule type

Has a Java class which defines its behavior

Comparing PRPC to JavaNumber:Rule-Obj-PropertySample Java Code: public class mango extends fruits{GetMangooes:Rule-Obj-Activity

private int number;public int getMangos() { return 1; }}

Mango: Rule-Obj-ClassNumber:Rule-Obj-PropertyGetMangooes:Rule-Obj-Activity Data Instance

Consists of data values stored in the database

Often used by Rules for processing

Data Type : Data-Admin-Operator-IDData Type : Data-Admin-Operator-IDValue: [email protected] you can access the Rules

Rule and Data types are organized into categoriesCategories

Exercise

Login as

Developer admin@dmorg : rules

Manager Manager@dmorg : rules

User user@dmorg : rules

Enter new purchase order

Create New request Approve purchase order.

Reject purchase order Use where am I? icon

View history and attachments

Navigate the portal Doubts ? ? ?

Thank You