Importing a Blueprint into Pega Platform
1 Task
15 mins
Beginner
Low-Code App Development
English
Scenario
Uplus Hotels is building its Travel Management Customer Support (TMCS) application using Pega Blueprint™ to accelerate development.
After defining the application in Blueprint, the team downloads the TMCS Blueprint file and imports it into Pega Platform™ to automatically generate Case Types, Data Objects, and Personas.
In real-world scenarios with complex projects, importing one Case Type at a time can help maintain control. For the purposes of this challenge, instead of importing all assets in the Blueprint file, you import one Case Type at a time.
You are responsible for the following tasks:
- Importing the initial Blueprint into the Pega Platform.
- Importing the second Case Type into the existing application by using the Customize Build option.
Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you may need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | [email protected] | pega123! |
After completing this challenge, you should be able to:
- Import a Blueprint file into Pega Platform.
- Generate an application using Blueprint assets.
- Use the Customize Build option to selectively import new artifacts.
- Use the Implementation Plan page to support application development with Pega Platform.
- Refine user stories with clear acceptance criteria and technical specifications.
- Configure features and subfeatures within the Application Profile.
- Assess when changes need to be applied in Blueprint or made directly in Pega Platform.
- Refine an imported Blueprint in the Pega Platform.
Detailed Tasks
1 Import the Blueprint file into Pega Platform
Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
Task 1: Import the Blueprint file into Pega Platform
- A new application named Travel Management Customer Support is created using the Blueprint file.
- The application home screen displays the TMCS application correctly.
- The application includes the Complaint Resolution and Partner Onboarding Case Types.
- The Data Objects and Personas generated from the Blueprint are present and match the Blueprint design.
- A default branch is created during the Blueprint import, and all generated artifacts are stored in this branch.
Task 2: Add a Case Type by using Blueprint import
- The Blueprint is uploaded into the existing TMCS application.
- The Customize Build option is used during the import, and only the Refund Processing Case Type is selected for import.
- Existing assets, such as Complaint Resolution, are not recreated or modified during the import.
- The Refund Processing Case Type is added to the TMCS application, matches the Blueprint design, and is available alongside the existing Case Types.
Task 3: Use the Implementation Plan page and Task Board to refine the user stories and the Platform build
- User stories are automatically generated from the two Blueprint imports.
- User stories are refined with clear descriptions, acceptance criteria, and details, including the associated features.
- The application includes the relevant features and subfeatures to manage work items.
- The imported Blueprint is refined in Pega Platform by reviewing the Data Models, reviewing data and Case access under Personas, finalizing the Case lifecycle, configuring each assignment or Step View and processing (pre-processing and post-processing), adding email accounts if required, and configuring authentication and integrations.
Directions
- Download the TravelManagementCustomerServicePegaBluePrint.zip file, extract, and then save the Travel_Management_Customer_Service.blueprint and Pega Blueprint - Travel Management Customer Service.pdf files to your desktop.
- From the header, click Application name > Create new Application from Blueprint.
- In the What type of Application do you want to build? page, click Build from a Blueprint.
- Import the TMCS Blueprint file into Pega Platform to create a new application named Travel Management Customer Support, as detailed in the Acceptance criteria.
- Confirm that the application home screen displays the TMCS application with the Complaint Resolution and Partner Onboarding Case Types, the generated Data Objects and Personas, and a default branch that stores all generated artifacts.
- Upload the Blueprint into the existing TMCS application, and select the Customize Build option during the import.
- Select only the Refund Processing Case Type for import, and confirm that the existing assets, such as Complaint Resolution, are not recreated or modified.
- In the Implementation plan page, review the user stories that are automatically generated from the two Blueprint imports.
- Refine the user stories with clear descriptions, acceptance criteria, and details, including the associated features and subfeatures, as detailed in the Acceptance criteria.
- Refine the imported Blueprint in Pega Platform by reviewing the Data Models, reviewing data and Case access under the Personas, finalizing the Case lifecycle, configuring each assignment or Step View and its pre-processing and post-processing, adding email accounts if required, and configuring authentication and integrations.
This Challenge is to practice what you learned in the following Module:
Available in the following missions:
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