Addressing application migration issues

5 Tasks

30 mins

Pega Platform '24.2

Visible to: All users Applies to: Pega Platform '24.2

Intermediate

User Experience

Constellation

English

Scenario

U-Plus Bank plans to upgrade its Account Management application by migrating from the traditional Pega UI to the Constellation UI. The team successfully completed the analysis and migration of the application to a new Ruleset using the Constellation Modernization Assistant.

Post-migration, the team identified several issues, some with a Severity - Major status, which now require resolution.

The following figure highlights some of the issues identified for resolution:

The following figure shows various Rule Types, keys, classes, issue types, and Rulesets:

Download the XLSX file with previously analyzed migration issues to your desktop:

Migration_issues.xlsx (11.35 KB)

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

Role	User name	Password
Application developer	author@uplus	pega123!

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

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

• Log In

Detailed Tasks

1 Configure Data Page D_BalanceTransferList as Queryable

Note: Before you begin, complete the challenges Analyzing a Traditional UI application and Migrating an application to Constellation.

1. In the Pega instance for the challenge, enter the following credentials:
   1. In the User name field, enter author@uplus.
   2. In the Password field, enter pega123!.
2. In Dev Studio, open the Constellation Modernization Assistant landing page. 
3. In the Select the list of applications to analyze section, select the Demo Account management on Constellation and Account Management checkboxes.
   
4. Click Run analysis.
5. In the Issue by rule tab, in the Issue type list, select DATAPAGE_QUERYABLE.
6. In the Rule key column, click D_BalanceTransferList to open the Data Page. 
7. Click Save as to open a new instance of the Data Page, and then click Create and Open.
8. In the Edit Data Page: Balance Transfer List form, in the Status list, select API, and then click OK.
   
9. On the Definition tab, in the Query Options section, confirm that the selection for the Allow querying any column (Pega connection only) checkbox is active.
   
10. On the Load Management tab, in the Refresh strategy section, confirm that the selection for the Reload once per interaction checkbox is active.
    
11. Click Save to save the changes to the Data Page.

2 Configure default list and default lookup Data Pages for Transfer offers

1. In navigation pane of Dev Studio, click Data types and expand Transfer offers. 
2. Click Transfer offers to open the D_Transferoffers Data Page.
3. Click Save as to open a new instance of the Data Page, and then click Create and Open.
4. In Edit Data Page: Transfer offers form, in the Status list, select API, and then click OK.
5. Click Save to save the changes to the Data Page.
6. Repeat steps 3-4 for the D_TransferoffersList Data Page. Click Save.
7. Repeat step 3-4 for the D_TransferoffersSavable Data Page. Click Save.
8. In App Studio, on the Settings tab of the Data object: Transfer offers form, click Default data sources. 
   Note: If the data objects are not available, save the application definition and try again. If the Data Pages are not available in the list, log out and log in again.  
9. In the Default record lookup Data Page list, select Transfer offers.
10. In the Default list Data Page list, select List Transfer offers.
11. In the Default save Data Page list, select Savable Transfer offers.
    
12. Click Save. 

3 Configure the picklist property Account number in Constellation

1. In Dev Studio, in the Constellation Modernization Assistant landing page, navigate to the Issue by rule tab.
2. In the Issue type list, select PROPERTY_PICKLIST_MISSING_DP.
3. In the Rule key column, click AccountNumber to open the Account Number property.
4. Click Save as to open a new instance of Account number, and then click Create and Open. 
   Note:  Ignore the warning displayed about creating a duplicate property.
5. In the Account number property, configure the display and validation:
   1. In the UI Control field, enter or select pxDropdown.
   2. In the Table type list, select Data page.
   3. In the Class of instance field, enter or select UPlus-AcctMgmt-Data-Account.
   4. In the Data page field, enter or select D_AccountList.
   5. In the Property for value field, enter or select  .pyGUID. 
   6. In the Property for display text field, enter or select .AccountNumber.
      
6. Click Save.
7. Open the D_AccountList Data Page.
8. Click Save as to open a new instance of the Data Page, and then click Create and Open.
9. In the Edit Data Page: List Account form, in the Status list, select API, and then click OK.
   
10. On the Definition tab, in the Query Options section, select or confirm that the selection for the Allow querying any column (Pega connection only) checkbox is active.
11. Click Save.

4 Configure picklist property Account number in the Create View

1. In the navigation pane of App Studio, click Case Types > Balance Transfer to open the Balance Transfer Case Type.
2. Click the Create Step, and then in the step properties pane, click Configure View.
3. In the Edit View: Create pane, open the Account (Account) data reference field.
4. In the Edit View: Search for Account pane, delete the Account number picklist field, and add it back. 
   
5. Click Submit, and then click Save.

5 Configure ClassMetadata for Account data object

1. In the navigation pane of App Studio, click Data > Account to open Data object: Account.
2. Click Save. 

Note:  If the Data objects are missing in App Studio, switch to Dev Studio, save without changes to update the Application Record and data object after migration, log out and log in again.  

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

• Migrating applications to Constellation UI v1

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Available in the following mission:

• Constellation Modernization Assistant Component v1