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Senior System Architect

This course is for System Architects who want to further their knowledge of Pega Platform™ and improve their ability to implement Pega solutions in an efficient manner.

The Senior System Architect course is an intermediate course designed to help application developers further their knowledge of application development on Pega Platform™. The lessons in this course focus on tasks that a senior system architect performs to develop a Pega application.

Prerequisites

What you'll learn

By the end of this course, you will be able to successfully:

  • Create and extend a Pega application
  • Manage rules and rulesets
  • Manage the specialization and reuse of rules
  • Manage data access within an application
  • Manage data access between a Pega Platform application and external systems
  • Manage integration settings
  • Configure application security and user privileges
  • Design and deploy mobile apps for Pega Platform applications

Course Outline

  1. Senior System Architect: Exercise Overview

    • Exercise Approach
    • Business use cases: HRApps and ReserveIt
    • Downloading the exercise system
  2. Application Development: Creating a Pega Application

    • Introduction to creating a Pega application
    • Enterprise Class Structure
    • How to set up a new application
    • Assessment: Creating a Pega application
  3. Deployments: Application Versioning

    • Introduction to creating a new application version
    • Application versioning
    • Creating a new application version
    • Assessment: Application versioning
  4. Application Versioning: Exercise

    • Exercise: Creating new application rulesets
  5. Deployments: Application Rulesets

    • Introduction to configuring application rulesets
    • Rulesets
    • Ruleset validation
    • The ruleset list
    • Managing changes to rules in a ruleset
    • Assessment: Configuring application rulesets
  6. Application Rulesets: Exercise

    • Exercise: Configuring application rulesets
  7. Deployments: Managing Application Development

    • Introduction to managing application development
    • Parallel development
    • Developing in parallel by branching rulesets
    • Merging changes from a branched ruleset
    • Assessment: Managing application development
  8. Managing Application Development: Exercise

    • Exercise: Merging a development branch
  9. Application Development: Rule Resolution

    • Introduction to rule resolution
    • Rule resolution
    • How the rule resolution process works
    • How the rules cache is populated
    • Influencing rule resolution through rule availability
    • Assessment: Rule resolution
  10. Rule Resolution: Exercise

    • Exercise: Rule resolution
  11. Application Development: Circumstancing

    • Introduction to circumstancing rules
    • Situational processing
    • Circumstance rules
    • Circumstancing a rule
    • Multiple variable rule circumstancing
    • Assessment: Circumstancing
  12. Circumstancing: Exercise

    • Exercise: Circumstancing rules on a single variable
    • Exercise: Circumstancing rules on multiple values
  13. Case Management: Duplicate and Temporary Cases

    • Introduction to duplicate and temporary cases
    • Duplicate cases
    • How to configure a search for duplicate cases step
    • Temporary cases
    • How to create temporary cases
    • Assessment: Duplicate and temporary cases
  14. Duplicate and Temporary Cases: Exercise

    • Exercise: Searching for duplicate cases
    • Exercise: Working with temporary cases
  15. Case Management: Parallel Processing

    • Introduction to configuring parallel processing
    • Parallel processing in Pega applications
    • Configuring parallel processing
    • Case locking
    • Configuring case locking
    • Assessment: Configuring parallel processing
  16. Parallel Processing: Exercise

    • Exercise: Configuring parallel processing
  17. Case Management: Flow Action Processing

    • Introduction to flow action pre- and post-processing
    • Pre- and post-processing in flow actions
    • Configuring pre- and post-processing for flow actions
    • Assessment: Flow action pre- and post-processing
  18. Flow Action Processing: Exercise

    • Exercise: Configuring flow action pre- and post-processing
  19. Case Management: Decision Tables and Trees

    • Introduction to configuring decision tables and trees
    • Decision tables
    • Configure a decision table
    • Configuring a decision table
    • Decision trees
    • Configure a decision tree
    • Configuring a decision tree
    • Unit test a decision table or decision tree
    • Assessment: Configuring decision tables and decision trees
  20. Decision Tables and Trees: Exercise

    • Exercise: Configuring a decision table
  21. Case Management: Approving Cases with an Authority Matrix

    • Introduction to configuring a cascading approval process
    • Cascading approval
    • Configuring cascading approval with an authority matrix
    • Assessment: Case approvals
  22. Approving Cases with an Authority Matrix: Exercise

    • Exercise: Configuring a cascading approval process
  23. Case Management: Organizational Records

    • Introduction to creating organization records
    • Organization records
    • Work groups
    • Updating an organizational structure
    • Creating a work group and a work queue
    • Assessment: Creating organization records
  24. Organizational Records: Exercise

    • Exercise: Updating assignment routing
  25. Data Modeling: Field Values

    • Introduction to configuring field values
    • Field values
    • Configuring field values
    • Assessment: Configuring field values
  26. Field Values: Exercise

    • Exercise: Creating work status values
  27. User Interface: User Portals

    • Introduction to customizing a user portal
    • User portals
    • Harnesses
    • Customizing a user portal
    • Changing the logo image in a user portal
    • Assessment: User portal customization
  28. User Portals: Exercise

    • Exercise: Customizing a harness
    • Exercise: Customizing a portal
  29. User Interface: Enabling Accessibility Features in Applications

    • Introduction to application accessibility
    • Application accessibility
    • Enabling accessibility features for application users
    • Assessment: Application accessibility
  30. Enabling Accessibility Features in Applications: Exercise

    • Exercise: Enabling accessibility features in an application
  31. User Interface: Localized Application Content

    • Introduction to supporting multiple languages in application
    • Localization
    • Designing an application for localization
    • Localizing an application
    • Assessment: Application localization
  32. Localized Application Content: Exercise

    • Exercise: Localizing a UI form
  33. Information Exchange: Keyed Data Pages

    • Keyed data pages
    • Configuring keyed data pages
    • Data access patterns
    • Assessment: Keyed data pages
  34. Keyed Data Pages: Exercise

    • Exercise: Source a page property with a keyed data page
  35. Information Exchange: Database Updates

    • Database updates
    • How to read and write data to a database
    • Assessment: Database updates
  36. Database Updates: Exercise

    • Exercise: Reading and writing data to a database
  37. Information Exchange: Exchange Data with Other Applications

    • Introduction to integration in Pega applications
    • Connectors
    • Services
    • Assessment: Integration in Pega applications
  38. Exchange Data with Other Applications: Exercises

    • Exercise: Creating a SOAP connector
  39. Information Exchange: Simulating Integration Data

    • Introduction to simulating integration data
    • Integration simulation
    • Simulating an integration
    • Simulating connector data
    • Assessment: Simulating integration data
  40. Simulating Integration Data: Exercise

    • Exercise: Simulating integration data
  41. Information Exchange: Integration Setting Management

    • Introduction to global resource settings management
    • Global resource settings
    • Configuring a GRS for a connector endpoint
    • Assessment: Global Resource Setting management
  42. Integration Setting Management: Exercise

    • Exercise: Managing global resource settings
  43. Information Exchange: Integration Errors

    • Introduction to addressing integration errors in connectors
    • Error handling in connectors
    • Configuring error detection
    • Configuring error detection for integration
    • Addressing errors returned by a connector
    • Assessment: Addressing integration errors in connectors
  44. Integration Errors: Exercise

    • Exercise: Configuring error handling for data pages
  45. Information Exchange: Web Services

    • Introduction to exposing an application with a service
    • Exposing an application as a service
    • Creating a SOAP service using the Service Wizard
    • Configuring exception processing
    • Assessment: Web services and exposing applications
  46. Web Services: Exercise

    • Exercise: Exposing an application with a SOAP service
    • Exercise: Accessing a Pega application using the Pega API
  47. Reporting: Designing Reports with Multiple Sources

    • Introduction to designing reports with multiple data sources
    • Data storage in Pega
    • Class mappings and database tables
    • Combining classes using joins and associations
    • Creating class joins and associations in reports
    • Combining data from different classes using a subreport
    • Assessment: Reports with multiple sources
  48. Designing Reports with Multiple Sources: Exercise

    • Ex: Creating reports that combine data from multiple classes
  49. Security: Application Security

    • Application security
    • Managing access control
    • Adding roles to an access control model
    • Managing access to individual rules
    • Managing user access with access groups
    • Securing work queues and attachments
    • Configuring attribute-based access control
    • Assessment: Application security
  50. Application Security: Exercise

    • Exercise: Securing an application using RBAC
    • Exercise: Secure an application using ABAC
  51. User Interface: Pega Web Mashup

    • Introduction to creating a Pega web mashup
    • Pega Web Mashup
    • Creating a Pega Web Mashup
    • How to create a Pega Web Mashup in App Studio
    • Exchanging data through a Pega Web Mashup
    • Styling a Pega Web Mashup
    • Configuring Pega Web Mashup authentication
    • Assessment: Pega Web Mashup
  52. Application Development: Activities

    • Activities
    • How to configure an activity
    • Assessment: Activities
  53. Application Development: Background Processing

    • Background processing
    • Activities and background processing
    • How to configure a queue processor
    • How to configure a job scheduler
    • Background process management
    • Assessment: Background processing
  54. Background Processing: Exercise

    • Exercise: Queuing a task for background processing
  55. Application Development: Debugging and Performance

    • Introduction to debugging and performance
    • Log files
    • PegaRULES Log Analyzer
    • Accessing system log files in Pega
    • The Tracer
    • Investigating application errors with the Tracer
    • Managing Tracer settings
    • Performance testing
    • Analyzing application performance with the PAL tool
    • Analyzing application performance with Database Trace
    • Analyzing application performance with Performance Profiler
    • Analyzing application performance with PDC
    • Assessment: Debugging and performance
  56. Debugging and Performance: Exercise

    • Exercise: Reviewing log files
    • Exercise: Debugging an application using Tracer
    • Exercise: Analyzing application performance
  57. Application Development: Promoting Rule Reuse with Relevant Records

    • Introduction to relevant records
    • Relevant records
    • Designating a relevant record
    • Assessment: Relevant records
  58. Relevant Records: Exercise

    • Exercise: Designating a relevant record
  59. Deployments: Application Migration

    • Introduction to migrating an application
    • Product rule
    • Creating an application archive file
    • Associating data instances with rulesets
    • Configuring a product rule
    • Exporting an App Using the Application Packaging Wizard
    • Importing an application archive
    • Assessment: Migrating an application
  60. Application Migration: Exercise

    • Exercise: Migrating an application
  61. Mobility: Mobile Apps for Pega Applications

    • Mobile app deployment
    • Application design best practices for mobile
    • How to upload a certificate set for a mobile app
    • How to configure build server access
    • How to configure a mobile app channel
    • Assessment: Deploying a mobile app
  62. Mobile Apps for Pega Applications: Exercise

    • Exercise: Deploying a mobile app for Pega Platform
  63. Mobility: Offline Processing for Mobile Apps

    • Introduction to enabling offline processing in a mobile app
    • Offline processing
    • Enabling offline support
    • Creating a cache manifest for offline use
    • Managing data for offline use
    • Managing reference data with large data pages
    • Supporting multiple locals for offline users
    • Managing requestor pooling in a mobile app
    • Assessment: Offline processing for mobile apps

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Intermediate

  • Duration

    10 days

  • Platform Version

    8

  • Skill Level

    Intermediate

  • Duration

    10 days

  • Platform Version

    8

  • Skill Level

    Intermediate

  • Duration

    10 days

  • Platform Version

    8

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Recommended next step:

Pega Certified Senior System Architect exam
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