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Deploying a mobile app for Pega Platform

2 Tasks

30 mins

Visible to: All users
Intermediate Pega Platform '23 Mobile English


The HR department wants to allow new employees to enroll in a health insurance plan on their first day of employment. To ensure that new employees can enroll in a plan before obtaining a company-issued laptop, the HR department plans to purchase a set of Apple iPads. During the orientation session, a new employee can complete a benefits enrollment case using an iOS app.

Caution: To build and deploy an iOS mobile app, you need an iOS mobile device, a certificate set for developing apps for the device, and HTTPS access to Pega Platform™. Due to the restrictions on certificate sets, Pega Academy cannot provide students with an iOS certificate. As a result, this exercise guides you through building an unsigned app.

Configure an unsigned iOS mobile app for the HRApps application.

  1. Create a certificate set for an unsigned iOS app.
    Tip: If your exercise environment is configured to support access through HTTPS, and you have access to valid certificates and provisioning files, you can build a signed app and download the app to your device. For more information about generating an iOS certificate set, see Creating an iOS certificate set.
  2. Configure a mobile channel interface for the HRApps application to build an iOS app. Configure the app to:
    • Time out after three minutes
    • Unlock after timing out with a device PIN
    • Display custom branding
  3. Build the iOS app using the certificate set you created and set the build version to 1.0.0.
Note: Access credentials to the build server are available with a license for Pega Mobile Client. For this exercise, build server access is already configured.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Senior System Architect SSA@TGB pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Configure an iOS certificate set

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter SSA@TGB.
    2. In the Password field, enter pega123!.
  2. In the App Studio navigation pane, click Settings > Mobile certificates to open the certificate set manager.
    Configuration settings
  3. To the right of the certificate set manager, click Add certificate set to add a new certificate set.

    Certification set
  4. In the Adding new certificate set section, ensure iOS is selected.
    Note: The selected platform has white text.
    ios SELECTED
  5. Expand Advanced to view the advanced configuration section.
  6. Select the Enable a simplified certificate set (unsigned application) check box to generate an unsigned app.
    Note: iOS devices require a signed certificate for app access and installation. Pega Platform generates a ZIP file that contains the app, which the developer downloads and signs locally.
  7. In the App ID (Bundle ID) field, enter com.pega.hrapp.
  8. Optional: Select an existing or upload a new push notification certificate.
  9. In the upper-right corner, click Save to save the unsigned application certificate set.
  10. In the upper-left corner, click the back arrow to return to the certificate set manager to confirm that the certificate set is in the list.

    2 Configure the mobile channel interface

    1. In the navigation pane, click Channels to view the Channel interfaces landing page.
    2. In the Create new channel interface section, click Mobile to configure a new mobile app.
    3. In the Name field, enter HRApp.
    4. In the Description field, enter The HR app channel interface provides an example Pega mobile client experience.
    5. Click Submit.
    6. Click Configuration > Security.
    7. Select the Pega Platform account authentication method.
    8. Click Enable application lock to display the remaining lock settings.
    9. In the Unlock with list, select Biometrics and device lock
      Note: Steps 7, 8, and 9 may be pre-configured in your challenge environment. 
    10. Lock the app after 3 minutes of inactivity to enforce user authentication once the mobile app is brought to the foreground after being in the background for a specified time. 
    11. Click Layout > Branding to configure the app appearance.
    12. Under Launch screen, click Change to update the launch screen.
    13. Click the Icon tab and select the pegasus icon.
    14. Click Generate.
    15. Repeat steps 12-14 for the App icon.
    16. Save your changes. 

    Confirm your work

    1.  In the upper-right corner, click Build app.
    2. In the Certificate set list, select the certificate set you created earlier in the exercise.
    3. Click Set explicit build version to modify the app version number to 1.0.0.
    4. Click Build app to open communication with the build server and begin the app build.
    5. The following messages are displayed while the build server builds your app.

    6. When the build is complete, click Share this app
    7. Ensure an active Download link is displayed to verify the build is complete.
      The confirmation screen of the iOS mobile app build.

     Optional: Build a signed app (If you have an iOS signing certificate)

    1. Repeat steps 1-6 in the Configure an iOS certificate set section.
      ios SELECTED
    2. Click New to browse to and upload a Mobile provisioning file.
    3. Save your changes to the application certificate set.
    4. Return to the certificate set manager to confirm the certificate set is on the list.
    5. Return to the Channels and interfaces landing page and select the HRApp mobile app.
    6. Click Build app.
    7. In the Certificate set drop-down list, select the signed certificate set you created. 
    8. Set the build version to 1.0.0. and complete the app build.

    This Challenge is to practice what you learned in the following Module:

    Available in the following mission:

    If you are having problems with your training, please review the Pega Academy Support FAQs.

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