EXAM PREP

Certified Pega System Architect

(CPSA)
8.8 Exam Prep
Agenda
• Study materials
• Exam advice
• CPSA exam test domains and distribution
• Review each test domain
• Sample exam questions
• Answer your questions
Certification path

System Architect System Architect Certified Pega System

Essentials course certification exam Architect (CPSA)
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Certified Pega System Architect exam
• Sign up for the exam at http://vue.com/pegasystems
• Exam code changes quarterly
• Results are available immediately upon completion
• Exams may be retaken up to three times within a 12-month period
– You must wait three calendar days after the first attempt and two weeks after the
third attempt.

The exam is available in the following languages:

English French German Japanese

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Certified Pega System Architect exam
• Consists of 60 multiple choice exam questions – 57 graded
• 90 minutes to complete exam and nondisclosure agreement (NDA)
– Students in countries where English is not the primary language will be granted 120
minutes to take the exam
– Click the link below to review the NDA in advance and save time during the exam:
– https://community.pega.com/knowledgebase/documents/certificationprogramt
ermsofparticipation20160331
• Answer at least 37 questions correctly (65%), to receive a passing grade

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Question formats
Multiple choice
Select one option that best answers the question or completes a statement.
Multiple selection/response
Select more than one option that best answers the question or completes a statement.
The text states how many options are correct, such as choose two.
Matching (drag and drop)
Select an item in column 1 and associate it with the correct response in column two.
Build list
Select correct order from random shuffle of answers.

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Study materials
• Complete all course materials and exercises
• Use the link below to review the distribution percentage of the CPSA exam topics
– https://academy.pega.com/exam/certified-pega-system-architect-4
• Use Pega Academy
Community if you are
having difficulty completing
the self-study exercises or
have any other questions Be sure to select
– https://collaborate.pega. Pega Academy.
com/node/add/question

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Exam advice
• Target your review using the slides in this deck
• You can also use the System Architect Essentials student guide.
– https://bit.ly/SAE-88-Student-Guide
• Exams can be scheduled through Pearson VUE. Keep in mind that seats can fill quickly,
reach out to your local testing center for availability. You can either take the exam at a
designated testing center or remotely, visit the links below for more information.

Local testing center

http://pearsonvue.com/pegasystems

Remotely

https://home.pearsonvue.com/pegasystems/onvue

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Exam advice
Take the following into consideration when taking the exam:
– Skim through the exam and answer the questions you know first
– Flag for Review the questions that you are unsure of
– Strikeout answers you believe to be wrong by right-clicking them
• Answers that seem sensible or positive tend to be correct
• When possible, apply Occam’s razor, meaning, when presented with competing
hypotheses, select the solution with the fewest assumptions

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Answering questions
Most questions are presented as multiple choice based, with either a single correct
response or multiple correct responses.

A. Title bar – Displays information, such

as time remaining and progress
B. Select Flag for Review to mark
questions you want to review later
C. Questions and potential answers
appear here
D. Previous – Select to go to the prior
question
A. Next – Select to advance forward

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Reviewing and submitting
You will have three reviewing options before submitting the exam, these options include:
• Entire exam
• Unanswered questions
• Questions flagged for review
– These questions will be indicated with a colored flag
Exams cannot be recalled once they have been submitted and exam reports do not
indicate which questions were answered correctly or incorrectly.
Submitting on-site – The proctor will provide you a printed exam summary report, which
will include the outcome, whether you passed or not, and the percentage of correct
answers in each section of the exam.
Submitting remotely – Upon completion, you will be able to view the results of the exam
and receive an email from Pearson Vue with the scores.

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CPSA 8.8 test domains
Requires 65% to pass
Test domains % of exam # Questions 120% 100%
100%
Case management 33% 20 80%
Data and integration 23% 14 60%
33%
User experience 12% 7 40% 23%
12% 12%
20% 5% 5% 5% 5%
Application development 12% 7 0%
Reporting 5% 3
Mobility 5% 3
Security 5% 3
DevOps 5% 3
% of exam
Total 100% 60

Exam blueprint here: https://academy.pega.com/exam/certified-pega-system-architect-4

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Exam pointers
Before the exam During the exam
• Challenge how you found exam readiness • Get to the end!
• Take no more than 75 seconds per question • Answer questions you know first
• Study topics in proportion to their weight • Select Flag for Review for questions
• Familiarize yourself with the exam taking your unsure of
system provided by Pearson VUE • If you have seen behavior in Pega
• Pearson VUE demo test: that differs from the course
material, answer questions based
– https://home.pearsonvue.com/pegasystems
on what the course materials say

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Practice exam links
Randomly generated questions (60)
www.classmarker.com/online-test/start/?quiz=p9b63b47e5939ab5
• 90 minutes
• Answers visible at the end
• Not saved
Self study mission test
academy.pega.com/mission/system-architect/v5/test/in/36626

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Case management
33%
 Exam blueprint
Case management 33%
• Design a case life cycle, stages, case • Identify and add optional actions
statuses, add instructions to tasks • Automate workflow decisions using
• Add a service-level agreement: Configure conditions
urgency, goals, deadlines, passed • Pause and resume case processing: wait
deadlines steps
• Route assignments to users and work • Skip a stage or process
queues
• Configure child cases
• Configure approval processes: Cascading
• Understand when to use automation
approvals, reporting structure, authority
shapes
matrix
• Calculating fields using decision tables
• Configure and send email
• Automate decision using decision tables
correspondence
and decision trees
• Identify duplicate cases
• Create and manage teams of users
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Case management - Model-driven design
• Case types
• Cases
• Service levels

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Case management – Case types and cases
• Case type – Definition of a specific business transaction; a “template” which defines a
specific type of case and process(s) tasks
• Case – An instance of a case type, a specific business transaction
• All cases generally have the following characteristics – have a unique identifier, status,
urgency and follow at least one process
• Cases are represented as a composite, an object, and they allow us to associate several
different elements
– Actors, tasks, data, status, history and ultimately resolution

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Case management – Case types and cases
A case is created for each dental claim
filed by a patient.
• Case 1 — Teeth cleaning for John
Smith on May 3
• Case 2 — New crown for Linda Wise
on January 15
Each case moves through the processes
as defined in the case type.

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Case management – Case type relationships
A business transaction can be complicated, and its processing involves multiple cases
that must be worked in parallel.
You can model this parent-child relationship with a case type hierarchy that contains a
top-level case type and child case type.
• A top-level case type does not have any parent case type, but can cover, or become a
parent of, other case types.
• A child case type is covered by a parent case type. Child case types represent work that
must be completed to resolve the parent.

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Case management – Case type relationships
• Business process: Car accident claim.
• Top-level case type: Accident claim.
• Two child case types: Vehicle damage and bodily injury.
• Each child case is addressed by a different parties.
• Both child cases must be addressed before the accident claim can close.

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Case management– Case type and stages
We define the case type using the case designer, a landing page used to view and modify
the stages, processes, steps, and behaviors of a case.
• A case type is divided into the stages which represents the overall workflow, each stage
represents a distinct phase of the case type’s life cycle
• A stage is a first-level grouping for related tasks
What constitutes a stage?
• Change in case ownership, change in case status or step belong together

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Case management – Stages
There are three different stage types:
Primary stages – automatically or manually transition to another stage
• Automatic – represented by the chevron on the stage shape
• Manual – represented by a rectangle shape
Alternate stages – manual transition to another stage
Resolution stages – manual transition to another stage
• Denoted by a red line under the stage name – does not automatically update status
Stage best practices:
• Start with stages – not the details
• Separate happy path and exceptions
• Try to maintain limit of 2 nouns per stage name
• Use resolution stages for clarity and understanding

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Case management– Stages, processes, and steps
• Each stage can be broken down into one or more processes
• Each process can be broken down into one or more steps
• Each step represents a distinct action like an assignment, or the creation of a subcase.
• By default, each process occurs in sequence however we can modify
– Make the process available to the user when our case enters the stage
– Make the process conditionally available to the end user
• Best practices:
– Use a verb or action phrase to describe each process
– Use an iterative approach
– Sets the expected order of tasks
– Universally understood
– Easily communicated

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Case management – Service levels agreements
Service level agreements (SLA) are used to ensure work is completed within a certain
time frame.
We define service levels using three milestones:
• Goal – how long it should take – measured from assignment start
• Deadline – how long it may take – measured from assignment start
• Passed deadline – how long after the deadline before taking additional
action – measured from the end of the deadline – repeatable

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 Case management – Service levels agreements

8h 24h 48h 1 week 30 days

Urgency: 10

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 Case management – Service levels agreements

8h 24h 48h 1 week 30 days

Urgency: 20
Goal:

how long it
should take

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 Case management – Service levels agreements

8h 24h 48h 1 week 30 days

Urgency: 50
Goal:

how long it
should take

Deadline:

how long it may take

before it is considered late

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 Case management – Service levels agreements

8h 24h 48h 1 week 30 days

Urgency: 70
Goal:

how long it
should take

Deadline:

how long it may take Passed Deadline:

before it is considered late
how long after the deadline before taking
additional action
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Case management – Service levels agreements
Service levels can be set for both the case type and assignment shapes as well as stages
and processes.
To set on a case type use the settings tab on the case designer, modify the setting by
editing the goals and deadlines.
To set on an assignment shape, open the assignment properties and reference a service
level rule.
Typically, we increase the urgency at each milestone.
• Urgency has a fixed range: 0-100
Escalation actions can be configured at each milestone.

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Case management– Controlling the flow
A case’s work status can be changed as the case progresses through its life cycle from
creation through resolution.
The status of a case can be set on stage entry.
Flow shapes in a flow rule can be configured to change the status of a case.
All cases begin with a “New” work status and are closed when they reach a “Resolved”
work status.

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Case management – Controlling the flow
All internal work statuses in Pega should begin with one of the following keywords:
• New
• Open
• Pending
– Example: Pending-approval
• Resolved
– Example: Resolved-completed
– Example: Resolved-rejected

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Case management – Routing
Route cases to a worklist or a work queue.

• Worklist – A list of all the assignments for a

particular operator W

Worklist

• Work queue – Routing queue where assignment

are stored; multiple operators can access them W
Work Queue

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Case management – Routing
Routing is configured in assignment-based steps in the case designer and in the
assignment shape in a flow rule:
• Determines who works on the case (work list or work queue)
• The flow action connector(s) determine what they see on the screen

Assignment Flow Action

When using the case designer, if routing information is added via the properties panel of
a collect info or approve/reject step, the associated assignment shape in that process
flow is configured automatically.

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Case management – Routing
Case routing to an operator’s worklist
• A case is routed to a user
• System creates an assignment object in memory
• The assignment appears in the operator’s worklist
• When the operator completes the action, the
assignment is resolved

Worklist

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Case management – Routing
Case routing to a Work Queue
• A case is routed to a queue
• System creates an assignment object in memory
• The assignment appears in the work queue list
• It stays there until it gets assigned to an operator
• The assignment moves to the operator’s worklist
• When the operator completes the action, the
assignment is resolved W

Work Queue

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Work group
• A cross-functional team that contains a manager, users (operators), and a work queue.
• The work queue contains shared work and resources across the business.
• Operators associated with a work group can share work among operators in different
business units.
• A work group identifies one operator as the work group manager. Managers have the
option to assign, monitor, and report on work performed in each work group.
• Work groups can contain authorized managers to help transfer assignments.
• The case manager portal refers to work groups as teams.

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Case management – Routing
Some standard routing activities available out of the box in pega 8:
• ToWorklist
• ToWorkbasket (this is still a valid router – to be renamed ToWorkQueue)
• ToDecisionTable
• ToDecisionTree
• ToSkilledGroup
• ToLeveledGroup
• ToOrgUnitManager
• ToCostCenterManager

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Case approvals
• Case approvals are decision points at which one or more users decide whether to
approve or reject a case.
• Approvals can be added to a business process to seek consent from users with
different roles or levels of expertise.
• Email and mobile push notifications can be configured for approvals.

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Approval flow type
Single level
• Receive approval from a single user by
indicating a specific user, work queue
or business logic.
Cascading
• Configure reporting structure or
authority matrix
• Receive approval from people on
different levels of your organizational
chart or in different parts or
departments of your organization.

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Single level approval
Assign approvals to the worklist of a specific user, a work
queue, or use business logic to assign work based on
custom conditions.
Specific user
• A single user will be assigned the task of approving or
rejecting an action.
Work queue
• A list of approvals for a group of users, usually managers,
assigned the task of approving or rejecting an action.
Business logic
• Create custom routing options to ensure approvals are
routed to the most appropriate user, usually a manager.

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Cascading approval models
Authority matrix – Used when a set of rules directs the Reporting structure –
approval chains to individuals both inside and outside the Approvals always move up the
organization of the submitter reporting structure of the
• Implemented as a page list property of the case type submitter or another defined list
• A property of the page list class is specified as containing the
approver ID
• The page List is used as the source of approvers for a
cascading approval

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Authority matrix - Configuring decision table
Set Evaluate all rows option and configure the logic
• The first page of the authority matrix page list will be populated with the Action value
of the first true row from the decision table each subsequent true row will add another
page with the given approver.
• The otherwise row will only add an approver if none of the other rows evaluate false.

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Authority matrix - Decision table and symbolic keywords
The Actions column needs to be <APPEND> To add an element to the end (highest index
value) a Value List or Page List property
configured to append a new page to
the list and set appropriate property <CURRENT> In that context, the <CURRENT> index
identifies the index value for the current
for each true row. iteration

Pega provides a set of symbolic <INSERT> Use the <INSERT> keyword followed by an
indexes to access items in a page list integer to insert a new element and its value
into a Page List property at a numeric index
without using an explicit index number position. Elements with same or higher
index value are "pushed down" by one

<LAST> To set or retrieve an element value from the

end (highest index value) a Data relationship
property

<PREPEND> Use the <PREPEND> keyword insert a new

element and its value into a Page List
property as the first element. All existing
elements are "pushed down" by one

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Reporting structure
Type of cascading approval that allows
receiving approval from people on different
levels of an organizational chart.
Determines which operator is the starting
point in the reporting structure.
• Reporting manager
– Reporting manager of current user
• Workgroup manager
– Manager of the current user’s default
workgroup

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Correspondence - Identify who
When configuring correspondence, first
determine, With whom do I need to
communicate?
Sending to:
• Email address - Must update the
application if email address changes.
• Field - A property with email address
as the value.
• User reference - A list of existing users
in an application.
• Participants - people, businesses, and
organizations that that are involved in
a case.

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Correspondence - Identify how
Determine How will the communication be composed?
• Pega Platform provides a rich text editor to create formatted email correspondence.
• The editor allows reuse of case data in the email.
• Pega Platform provides out-of-the-box templates that use case processing data, such as
the case ID and case status. Templates such as:
– Confirmation and thank you notices
– Past deadline and goal notifications
– Rejection and resolution details
– Status updates

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Correspondence - Identify when
Determine When does the communication need to be sent?
Pega Platform simplifies sending correspondence by allowing configuration of the Send
email automation step to a case.
• Sends an email automatically to the selected parties.
Another option is to configure email notifications for case level notifications.
• Automatically sends a notification when an assignment in the case is routed to a user
worklist.
• Automatically configured to send to the user associated with the worklist.

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Correspondence types
Pega Platform provides four correspondence types to send automated communication.
Email SMS phone text Fax Printed letter

Outgoing message Short outgoing text Outgoing letters to Outgoing postal

may contain HTML, messages to be be sent by fax letters to be
attachments or sent to digital cell transmission. printed.
only text. phones.
System must
contain an email
account data
instance and
connect to a mail
server.

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What is a duplicate case?
• A user may create a case that has the same data values as another case in the system.
• For instance, two purchase requests may have the same request date, the same items,
or the same customer’s name. However, if a specific combination of data values
matches, the new case is possibly a duplicate case.
• The search duplicate cases process is implemented in the case life cycle as a Search
duplicate cases step.

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Duplicate search - From case designer
• Configure basic and weighted conditions.
• Basic conditions specify criteria that duplicates
must meet.
– Useful for reducing the number of cases to be
matched and improving performance
• The sum of the weighted conditions must be
equal to, or greater than a threshold.

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Functionality of the duplicate search
When a case enters the search duplicate cases step, the system uses basic
conditions and weighted conditions to compare specific property values with cases
already present in the system.
Presented to the user
of the app to resolve
the current case
Yes duplicate
Is the current case
a duplicate of an
Does the weight existing case?
Yes No
sum meet or Ignore and
exceed the continue with
Does the current Yes threshold value? No current case
case meet the Search duplicate
basic condition? cases step ends
No
Search duplicate
cases step ends

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Case management — Optional action (local action)
Perform a single task without interrupting the primary path.

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Case management — Optional process (flow)
Use optional process when a user
is allowed to determine if a new
process needs to be called.
Used when multiple steps are
needed to run a new process
within the case.
After completion, the process
may, or may not return to the
primary path.
Wait step
Enforce dependencies using the wait step.
Allows pausing and resuming case processing when the case meets conditions that
defined.
The ability to pause processes can facilitate the resolution of complex cases that require
other processes to end.

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Wait type
The wait step can be configured to pause case processing based on wait type:
Case dependency
• When a parent case reaches the wait step, the case pauses until all child cases, or any
child case of a given type reach a designated status.
• The status could be a standard status like pending-approval or a custom status.
• To be resolved: status is set to a value that starts with the word resolved.
Timer
• Pauses a case until the set date/time interval expires or until a reference date/time is
reached

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Child case benefits
Child cases are beneficial in situations for modeling work separately from the Parent
case when several of the items in the list below are true:
• Different data model is needed
• Different life cycle is needed
• Separate case ID and status for
reporting is necessary
• Separately assigning the case is needed
• Must complete before the parent
completes
• It would likely be appropriate to design
a child case versus a subprocess when
most of the items in the list exist.

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Optional action - Use case
Use optional actions to allow an end user to start
a new process or call a screen to interact with
that is outside of the predefined case life cycle
sequence.

For example: While reporting a car accident to an

insurance company, the customer mentions
having a new phone number. The customer
representative uses an optional action to update
the customer's contact information.

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Child case
• Add a create case step or shape to a process.
• Configure create case to create a separate case or a child case
• Run the case type to the point where the new case will be created
• Click on actions > refresh to view the open assignments which should display the child
case
• Select the child case assignment which will display the parent case ID (link) above the
child case ID

Parent case Child case

Parent case

Child case

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Data propagation
When creating a child case, you can specify the information to copy from the parent case
to the child case through a process known as propagation.
Data propagation in App Studio
• Identify the fields in the parent case to transfer information to a new child case.
• Select the option to transfer information to a new case.
Data propagation in Dev Studio
Use a data transform to copy the data values to fields identified in a parent case to a
child case.
• This option is under the settings tab. Select Data propagation.

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PDF file generation and attachment
• During a case life cycle, you can generate PDF files and attach them to the case.
• The create pdf automation attaches a screenshot of a view to the case in pdf format.
• The view used must exist prior to configuring the automation.
• During execution, the view is rendered, and the screen gets captured and converted to
a pdf file.

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Decision points
• Evaluates an expression or calls a rule to determine
which step is next in the flow progression.
• Decision shapes create alternate paths in a flow
because they can have more than one outgoing
connector (points).
• Allows creation of different types of processes, or
flows, based on the shapes or steps and how a
process is integrated within the case life cycle.

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Decision table
Use to derive a value that has one of a few possible outcomes, where each outcome can
be detected by a test condition.
The table consist of two or more rows, each containing test conditions, actions (optional),
and a result.
At run time, the system evaluates the rows starting at the topmost row:
• Conditions in a row evaluate to false, processing continues with the next row, actions
and return ignored.
• All the conditions in a row evaluate to true, actions and return are processed.
Evaluate all rows
• Not selected, processing ends, returns the value in the return column as the value of
the entire rule.
• Is selected, processing continues for all remaining rows, performing the actions and
return for any rows which are true.
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Decision tree
Used to define comparisons by using a tree
structure.
Contains nested if... then... else conditions
to specify a series of tests performed on
property values to allow an automated
decision.
• To configure, in the then list, select
continue.
• Continue causes the next row of the
decision tree to be nested.
• Each indent level supports comparisons
against a single value.

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Tree conditions
• Configure single if statements with return values.
• Configure nested if statements with continue statements.
• Comparison value is a property or expression.
• Comparison operators are conditional symbols.
– Examples: <,>, <=, >=, =, !=)
• Value is a fixed value, property or express
• Action can return a result, continue the evaluation, or stop the evaluation.

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Decision rule conflicts
The decision table and decision tree Decision Table conflicts

rule forms include the ability to test for

conflicts.
Show conflicts
Identifies potential gaps in the
decision rule execution by identifying
conditions that may not be tested
during execution. Decision Tree conflicts

A warning is displayed on the row,

which causes the conflict to specify the
condition that did not evaluate.

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Decision rule completeness
The decision table and decision tree rule
forms include the ability to test for
completeness.
Show completeness
Identifies a decision table that has missing
conditions or a decision tree that has
missing branches.
Automatically adds rows that cover
additional cases, rows can be altered or
eliminated.
• You can add returned results as
additional rows if the decision rule needs
a more detailed evaluation of the values.

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Case management - App Studio
Focuses on application development.
• Case design
• Data and integrations
• Channels and interfaces such as mobile, email, and chat bots
• UI authoring
Supports real-time UI design as you process cases (helpful for reviews with stakeholders)

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Case management - Dev Studio
Focuses on advanced functionality
• System settings
• Complex rules - rule form access
• Security
• Component reuse (across studios)
• Collaborative, branched development
• Versioning and source control

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Case management - Development approach
• Low-code / no-code
• Model Driven
• Visual Tools
• Business users work directly with IT developers

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Case management

Percent of exam Number of questions ClassMarker link

33 20 https://www.classmarker.com/online-
test/start/?quiz=xyn63bdc7860cc10

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Data and integration
23%
 Exam Blueprint
Data and integration 23%
• Configure data types, create data objects, data relationships, and field types
• Identify and create calculated values
• Validate data; create and configure data validation rules by using business logic
• Manipulate application data, set default property values, configure data transforms
• Access sourced data in a case; refresh strategies; populate user interface controls
• Save data to a system of record
• Simulate and add external data sources
• Capture and present data; fields and views
• View data in memory; clipboard tool, pyWorkPage
• Configure field values
• Create and set application settings

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Data modeling
The data model brings information into your application in a format that makes sense for
a business.
Data modeling allows, viewing data and case type relationships, creating new data types,
and updating data type records.

Single Record Multiple Record Multiple Record

Multiple Record

Multiple Record

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 Data records vs. case records
Data records Case records
• Represents key business entities, for • Represents business transactions, for
example: Customers example: Assistance Request
• Contain all the fields necessary to • Contains all the fields necessary to
describe it describe it
– Identifier – Customer, who needs assistance,
– Name including Identifier, Name, Address,
– Address and Date of Creation
– Date of creation – Location of (vehicle, address, city, and
state), including type of vehicle, such as
make, model, year, and color

Data object is a template of the data that will be Case type is a template of the business process
stored as a data record. which captures the data stored as a case record.
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Local data storage and external data sources
Local data storage External data sources
• pyGUID – Globally unique ID created by • Retrieve records from an external database
default when created in App Studio or web service.
• Stored locally in a database table in • Configured using data pages.
Pega. Adding records in App Studio or
Dev Studio creates a record in the
mapped local database table in Pega.
Deleting records removes them from
the database table.

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The integration designer
• Comprehensive view
• Displays data objects, case types, and data types.
• Create data objects
• Access data objects
• Update data objects

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The data model
The data model helps with understanding the relationships among case types, data
objects, and properties in an application. To model data, you need the following
components:
Data objects
• Categories of data that have fields, field mappings, and connections to data sources.
Fields
• Properties that store and format the data in your application.
Data sources
• Resources, which can be real or simulated, that host the data.
Field mappings
• Logic that links or transforms the fields in a data source to the fields in an application.

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View the data model
App Studio > Data > View

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View integration map
App Studio > Data > View
Use the interactive integration
landscape to understand the
relationships between data and
data types and systems of record.

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Declare expression
App Studio:
Data Model > Add field >
Advanced section
App Studio > Data Model > Add field
Select the check box to
indicate it’s a calculated
field.
Use Expression or a
Decision Table from the
calculation drop down.
Click Submit.
Verify the Declare
Expression rule in the
Dev Studio

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Declare expression
• When a property is created as a calculated field in the App Studio, Pega automatically
creates a Declare Expression in the Dev Studio.
• Switch to Dev Studio to view the Declare Expression in the Data class.

© 2023 Pegasystems Classroom Experience Training Materials

Declarative network display
Dev Studio
• Configure menu > Select Case Management
> Business Rules > Declarative Network.
• Click application to select the app for review.
– To view the rule and related properties,
click the ”Display this top-level declarative
network” icon.
– Open the declare expression, click
the Display declare expression icon.
– Open the target property, click the
property name.
– Open the class to which a rule belongs,
click the class name.

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Declarative network analysis
Users add an item to the list or update the quantity of
• To identify the relationships between an item already in the list. Pega Platform calculates the
fields, the Pega Platform establishes and Line total as .UnitPrice * .Quantity.
The updated line total triggers a calculation to update
updates a network of calculations for an
the order total, using the Sum of function to add
application. each line total in the list of items.

• When you define a field calculation, the

Pega Platform adds that calculation to the
calculation network.
• This calculation network allows the Pega
Platform to update all relevant fields
whenever a value changes.
• Shows the target property and all potential The updated order total triggers a calculation to
update the tax applied to the order as the value of
inputs that might affect its final value. .TaxRate * .OrderTotal.
• Unit test a Declare Expression rule to The updated tax amount triggers a calculation to
reduce the number of processing errors. update the total cost as the value of .Tax +
.OrderTotal.
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Validation
Validation is used to ensure that data
is correctly formatted and valid before
being input into an application. This
allows the system to process the
information without errors.
Use validation rules when you cannot
predict or control the value users
enter in a form.
The data must:
• Be the right type
• Fit the business logic
• Be restricted to possible values
Pega also provides property types, controls, and rules to support validation requirements.

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Validation rule types
There are two types of validation rules: validate and edit validate.
• Validate rules compare a property against a condition when the user submits a form.
• Edit validate rules test single value, value list and value group properties for
patterns. This rule requires knowledge of Java.

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Flow rule validation
Implementation
• Validate a user form/flow action by opening the Flow rule.
• In the Flow rule right click on the connector and open the flow action you like validated.
• In the Validation tab specify the validation rule you want to use.

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Validation – Case data model
Case Type > Data model tab > Validations

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 Data transforms
Use case
Data Transforms are used to:
• Initialize values in a case type​
• Manipulate data between
assignments​
• Populate property values in
other artifacts​
• ​Convert data from one type
to another

During case processing default values can be initialized. For example, today’s date can be prepopulated for
the starting date range. The To: date could be populated with today’s date + 30 days.
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Data transform actions
Configuring a data transform requires specifying an action on a property or page and
then entering the values for the transform.
Actions are the individual operations such as Set a property, Update Page, Append to,
Remove, When Or a Page on the clipboard.
The Action is specified in each row on the Definition tab of a data transform.

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pyDefault and pySetFieldDefaults
• pyDefault data transform is invoked when a case is created.
– It is used to set default values for cases.
• pySetFieldDefaults data transform is used to initialize default field values.
– The case designer wizard will configure it.
• pyDefault uses the Apply Data Transform action to call pySetFieldDefaults.

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Data page
• A mechanism to access data without needing to
know the physical location of the data source.
• Defines the data associated with a data object and
contains the data object's connection configuration
to a system of record.
• Separate the application from the integration with
the system of record. Because of this separation,
the application can easily adapt to integration
changes and access data from a range of sources
on-demand.
• Connect a data page of one object type to a data
source of another, incompatible type, enabling
data virtualization.
• Also referred to as data view.
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Data page structure
The structure of the page determines
whether the data page can contain one item
or many items.
When using a list structure, the data page
embeds the list items in an ordered array
named pxResults.
• To access a specific record within the list,
use the syntax
DataPageName.pxResults(n), where n is
the index of the ordered array that
corresponds to the record.
Page structure represents a single page or
class instance.

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Data page scope
• The scope determines the visibility of the page contents within the application.
• A data page scope can be node, thread, or requestor.
Thread
The page is created in a single
requestor thread and can be accessed
as often as needed by processing in
that thread.
Requestor
The requestor can access the page(s)
loaded across all threads.

Node
Any requestor executing on the current
node can access the pages.

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Data page related terms
Data record – Values for the fields associated with a data type stored outside the case.
Data type – Define an object and contain all the fields to describe its structure.
System of record (SOR) – Denotes where data associated with a data type is located: no
SOR, Pega or External.
Local data storage – Storage of data for a data type, without having to create or maintain
database tables.
Data reference – A field configured to display on a form that at run-time has a list of data
records or data type instances.

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Data save options
The data save options for a savable data page details how saves are performed. You
specify the data save plan in the data save options section of the savable data page.
You can specify multiple save options, where each save option is associated with a when
rule that determines when that save option is used.
The data save options include Database save, Activity, Connector, Robotic automation,
and Robotic desktop automation.

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Sourcing
Data objects can be sourced locally from a Pega Platform system of record, from an
external system of record, or not associated with any system of record.
Determine how to source a data object by considering the questions in the image.

Does the data need to be saved Does an outside agency have the data Is the data used in non-Pega
outside of the case? needed? applications?
– No, data object with no SOR – Yes, data object with external SOR – No, data object with local SOR
Does the data already exist? connection – Yes, data object with external SOR
– Yes, data object with existing in a third-party application
external SOR database
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Simulated external data source
App Studio
In App Studio, when you create a data view, you identify the source of the data.
The same data views are created regardless of whether you simulate the source data or
connect to a system of record (actual data).

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Simulated external data source
• Use Dev Studio to get an overview of simulated data pages
• In Dev Studio, click Configure > Data Model > View external data entities to open the
landing page and get an overview of simulated data pages in your application.
• Source systems marked with a green dot are production-ready. Source systems marked
with an orange triangle are simulated

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Simulated external data source
Dev Studio
• Use Dev Studio to identify the source data directly on the data page.
• You select the Simulate data source option on the data page to simulate the data
source.
• Then, enter or select the name of the system to use for simulated data.
• You can simulate a data page by using a data transform, activity, report definition, or
lookup. Selecting simulation disables any data source configured

© 2023 Pegasystems Classroom Experience Training Materials

Field types
Field type Type of data
Text (single line) Any single line of text.
Text (paragraph) A large text box that accepts multiple lines of text.
Boolean Allows users to select a check box to indicate one of two possible responses.
Currency Currency code and value are stored based on the default currency type.
Date & time UTC (Coordinated Universal Time) value normalized to Greenwich Mean Time (GMT). Date automatically displays
in localized format.
Date only Calendar date with a localized format.
Decimal Numbers with a fractional component. Use this field type when fractions are needed.
Email Valid email format with a @ symbol. An email field is an action-oriented control, meaning the value stored in the
field displays as a link.
Integer Positive and negative whole numbers, including the value zero (0).
Phone Digits display in a localized format. A phone field is an action-oriented control, meaning the value stored in the
field displays as a link.
Picklist A list of predefined values.
Time only UTC (Coordinated Universal Time) value normalized to Greenwich Mean Time (GMT).
URL Web address. A URL field is an action-oriented control, meaning the value stored in the field displays as a link.
© 2023 Pegasystems Classroom Experience Training Materials
Field types
Field type Type of data Example
Attachment Document or file.

Location Address input or automatic geolocation.

User reference Enter or select a user ID that exists in the system.

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Field types and data object location
Data relationship field type Data source Use case
Embedded data User-supplied data such as a A company needs to capture shipping addresses.
name and address sourced from
inside a case type.
Query A data page or view that is not An application needs to update the current weather.
sourced from inside the case
type. The data page defines that
the Query data relationship is
configured to use.
Case reference Single or multiple records from a A user selects from a list of service cases from the
selected case type. Service Case type.

Data reference Single or multiple records from a A user selects from a list of products to order.
selected data page.

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Data relationships
• .CreditCards is a multiple record data relationship
• It is being used by .Customer which is a single record data relationship
• .Customer
– .FirstName
– .LastName
– .CreditCards()

© 2023 Pegasystems Classroom Experience Training Materials

Data and integration - Referencing a property
Refer to a property in Pega by prefixing the property name with a “.” (period or dot).

.OrderDate • A single value property named OrderDate

• An entry in a value group property, such as the

Value mode .Phone(Mobile) mobile phone number where Mobile is the group
properties subscript

• The first entry in a value list property, such as one of

.DiscountCode(1)
the discount code

.Customer • A page that contains customer information

Page mode .Address(Work)

• An entry in a page group property, such as the work
properties address, type

• The third page of a page list that contains purchase

.LineItem(3)
request line items, type
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Standard property names
There are a set of standard Pega
properties. The prefix identifies how the
standard property can be used.
The following are the prefixes for system
properties:
• px – Visible to the user but can’t be
directly modified.
• py – Users can explicitly enter or
change.
• pz – Reserved for internal use; users
can’t see, enter, or modify.

© 2023 Pegasystems Classroom Experience Training Materials

Clipboard tool
A debugging and troubleshooting aid
for application developers
Acts as a temporary memory for both
the case and the entire application
Allows an application developer to
examine a snapshot of the data
structure and contents and
sometimes change values
Has a collection of pages containing
properties
The clipboard resides on the server

© 2023 Pegasystems Classroom Experience Training Materials

pyWorkPage
pyWorkPage is a top-level page on the clipboard that stores case data.
Whenever a user is working on a case, the case will ALWAYS, reside in pyWorkPage.
An embedded page is a page that is NOT a top-level page, that typically stores data
describing a data type.
• For example, the .Customer(1) page is an embedded page
The pyWorkCover is a page that contains the case data for a parent case when the
associated child case is being processed in pyWorkPage.

© 2023 Pegasystems Classroom Experience Training Materials

Field values
• Field values provide a method for
defining allowed values for properties.
• Field values are used if the list of
allowed values is large, expected to
change frequently, or specific for each
case type.
– For example, case instance status is
set using the property .pyStatusWork.
The list of allowed values for
setting .pyStatusWork is defined by
using Field values.

© 2023 Pegasystems Classroom Experience Training Materials

Configuring a field value

© 2023 Pegasystems Classroom Experience Training Materials

Localization
• Localization wizard identifies
field values and text strings
used in your application ruleset
user interface rules.
• For localized text to be
displayed in the menu, create
field values for .pyLabel
property.
• Section header names with field
label values can use Field values
instead of text.

© 2023 Pegasystems Classroom Experience Training Materials

Configuration sets and settings
You can use Configuration settings in the following ways:
• Control the use of features in an application - When a feature has dependencies, you
can use Configuration settings to turn features off until the dependencies are met.
• Determine which process in a flow should be followed - If approval is needed based on
a monetary limit.
• Control UI experience - When an agile development methodology is used, process
changes are introduced with each release. You can use a Configuration setting to
control the display of instructions for a process change in an existing process or for
new processes. Once users adopt the process, you can update the Configuration
setting to hide the additional instructions.

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Configurations landing page
1. Grouping
2. Manage configuration sets
3. Add configuration
4. See what is new
5. Group

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Referencing configuration settings
• Configuration settings can be accessed in an application through Condition Builder.
• Condition Builder provides a menu to select a configuration set and a configuration
setting.
To use a Configuration setting, in the When list,
Configuration settings can be added to a Workflow Decision select Custom condition, and then click the Gear icon.

In the Set Conditions list, select configurations. Then

select the desired configuration Set and Setting
© 2023 Pegasystems Classroom Experience Training Materials
Data and integration quiz

Percent of exam Number of questions ClassMarker link

23 14 https://www.classmarker.com/online-
test/start/?quiz=3j963bdcd714d671

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User experience
12%
 Exam Blueprint
User experience 12%
• Customize user interface elements, dashboards, portal content
• Configure action sets
• Customize form appearance, visibility settings, controls
• Add and remove fields
• Group fields in views
• Display list data in views; configure repeating dynamic layouts
• Localize application content
• Enable accessibility features in an application

© 2023 Pegasystems Classroom Experience Training Materials

User interface concepts
• The application presents a User Interface or View to the user to interact with the
application.
– Entering values into fields
– Selecting a value from a dropdown
– Clicking on a control, a link or image
• Careful consideration of design is important.
– How will the user interact with the UI?
• Presentation consistency
– Are dynamic features required
– What devices will be used by the user?
– Are Responsive UI features required
• Users of Pega applications can interact with the application through a web browser,
tablet or mobile application.
© 2023 Pegasystems Classroom Experience Training Materials
Pega Cosmos design system
A complete UX toolkit designed for large organizations' needs with case management
application use cases
UI Redesign
• Navigation menu - allows for easy access to the main pages
• Summary pane – for case data and related objects, which has a customizable interface
• Work area - features activity and life-cycle tasks, such as ad-hoc, suggested, or
completed tasks
• Utilities pane – expandable, displays widgets for participants, attachments, and tags

© 2023 Pegasystems Classroom Experience Training Materials

Design system toolkit
Design systems offer critical information quickly.

© 2023 Pegasystems Classroom Experience Training Materials

Design system toolkit
Summary panel
The summary panel contains critical information about
the case.
Global navigation
The global navigation contains navigation components
and is designed for more efficient use of screen real
estate.

© 2023 Pegasystems Classroom Experience Training Materials

Design system toolkit
Summary panel
The summary panel contains critical information about
the case.
Global navigation
The global navigation contains navigation components
and is designed for more efficient use of screen real
estate.

© 2023 Pegasystems Classroom Experience Training Materials

Design system toolkit
Work area
The work area contains the main
interactions and activities that the user
must do to act on the case.
At the top of the work area is the case
lifecycle, followed by a list of tasks
relevant to the case and the user.
Utilities
The utilities on the right provide
contextual information to help users
work through the case.

© 2023 Pegasystems Classroom Experience Training Materials

Design system toolkit
Work area
The work area contains the main
interactions and activities that the user
must do to act on the case.
At the top of the work area is the case
lifecycle, followed by a list of tasks
relevant to the case and the user.
Utilities
The utilities on the right provide
contextual information to help users
work through the case.

© 2023 Pegasystems Classroom Experience Training Materials

Cosmos design system
• Provides a library of reusable UI
components based on 35+ years of
business application experience.
• Intuitively presents data and actions to
business users.
• Extensible by front-end developers:
Publish new components by using the
open-source React UI.
• Ensure that your application includes a
modern, responsive, and consistent UI
by using the out-of-the-box Theme-
Cosmos in your application stack

© 2023 Pegasystems Classroom Experience Training Materials

Portals
Users experience the portal through a browser, regardless of device type.
Easily configured by choosing from predefined portal templates that define screen
layout and required features.
• User portal provides a standard user interface for working on cases. It is intended to be
used by end users on desktop and mobile devices.

© 2023 Pegasystems Classroom Experience Training Materials

Dashboard
Dashboards are customizable by
end users and are made up of
widgets that consolidate
summary information.
Displays operational information
about an application and key
performance indicators from
different sources.

© 2023 Pegasystems Classroom Experience Training Materials

Page menu
Allows you to create, configure, and add
pages to menus within an application to
display specific information.
• Pages can be added to a portal and
automatically added to the portal’s
navigation menu.
• Pages allow one to manage the list of
pages, customize the primary
navigation menu, and improve the
navigation and user experience.

© 2023 Pegasystems Classroom Experience Training Materials

Page types
Landing pages are created to build an
application that matches the needs of
your users and consists of fields,
control and resources presented as
images and text.
Custom pages are Pega’s out-of-the-
box landing pages that are built as
part of the application and are not
customizable by end users.

© 2023 Pegasystems Classroom Experience Training Materials

Channel
• A messaging service, voice service, web portal or mobile portal.
• Customers interact with organizations through a variety of channels.
• Created from templates with predefined layouts and navigation for application use
• Provide ways for users to interact with your application by using Pega Intelligent Virtual
Assistant™ and Pega Email Bot.
The Channels landing page allows you to create, view, and edit all types of
channel interfaces.
The following Channels can be added:
• New components can be downloaded from
Pega Marketplace.
• The Lock icon on a channel indicates that the
channel component
is not yet added to the application.
© 2023 Pegasystems Classroom Experience Training Materials
View – User interface
• A View is associated with a collect
information step (assignment shape) in
the flow rule of a case
• A Flow Action is associated with the
Connector leaving the shape in the
Main or Sub flow
• A Flow Action is associated with the
Assignment shape in a Multi-Step Form
• View may be constructed using Case
Designer or by configurating the rules
directly

© 2023 Pegasystems Classroom Experience Training Materials

Design templates
Each view can contain one design template. You can combine smaller, modular views
into one larger view to mimic the use of multiple templates in a single view.

© 2023 Pegasystems Classroom Experience Training Materials

How to access design templates
Dev Studio
App Explorer > User Interface > Section > Open section > View Editor > Template

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Layouts
Dev Studio
App Explorer > User Interface > Section > Open section > View Editor > Template

© 2023 Pegasystems Classroom Experience Training Materials

Repeating layouts
There are different types of repeating layouts that support different use cases:
• A table layout is useful when you want to • A repeating dynamic layout is useful
present tabular data in a series of when you want to group and present
columns and rows. Generally, you do not content in a nonlinear, more aesthetic
want to use a table layout to present format.
images.

© 2023 Pegasystems Classroom Experience Training Materials

Repeating dynamic layouts
The repeating dynamic layout option is a more flexible
and aesthetic format. Repeating dynamic layouts are
better when you want:
• To use the formatting capabilities of a dynamic layout
within a repeating structure
• To use lists to display a section for each item on the list.
Each section can contain any number of layouts
• To include an image or other graphics, for example, an
image of a vehicle or interactive map
Repeating layout configuration and behavior at run time
• In a repeating layout, when you configure a single
layout as a template, Pega Platform™ automatically
applies the template to each item in the list at run time.

© 2023 Pegasystems Classroom Experience Training Materials

Responsive UI and tabular data
In Pega Platform™, a table automatically displays data from a field group list. You can
configure responsiveness in tables to limit the information that is displayed when the
display size changes.
• Responsive table design minimizes horizontal scrolling by removing the less important
information from the user interface.
• When designing responsive behavior, it is a best practice that the displayed
information aligns with the business needs.
• The order in which information is presented to end users affects the user experience.
For example, in the following table, the Part number column and Name column should
always be displayed, and the Line total column should always be presented at the end
of the displayed information.

© 2023 Pegasystems Classroom Experience Training Materials

Column importance
• A table has one or more columns, each with a configured importance setting.
• Column importance defines how Pega Platform presents columns as the display size
changes.
• The column importance options are Primary, Secondary, and Other; by default, the left-
most column is set to Primary.
• You configure column importance in Dev Studio.
• In App Studio you can set or change a column to primary importance while editing the
form configuration at runtime.
• You can set a column's importance to primary by moving that column to the leftmost
place in the table.
• When you change the order of columns in a table, Pega Platform automatically sets the
leftmost column to primary importance and the remaining columns are set to
secondary importance.

© 2023 Pegasystems Classroom Experience Training Materials

Dynamic UI - Use Case
Dynamic UI leads to a more compelling,
modern user experience.
– Real-time response to end-
user behavior
– Robust functionality available for most
user interactions
– Reduced visual clutter on the screen
– Fewer full-page refreshes, resulting in
improved UI responsiveness
– When need to capture more details
based on customer’s income for loan
process
– When the age is a factor of deciding an
eligibility for an application © 2023 Pegasystems Classroom Experience Training Materials
Use case
A dynamic UI provides a more compelling and
modern user experience.
It also provides:
• Real-time response to end-user behavior
• Robust functionality available for most user
interactions
• Reduced visual clutter on the screen
• Fewer full-page refreshes, resulting in improved
UI responsiveness
• When need to capture more details based on
customer’s income for the loan process
• When age is a factor in deciding eligibility for an
application

© 2023 Pegasystems Classroom Experience Training Materials

Control field display
Pega Platform provides the ability to control how fields are displayed. Application
Developers create field attributes for dynamic display.
You can add conditions to UI elements that affect visibility and user interaction.
Setting Definition Attributes
Always The UI element is always displayed, disabled or required Visibility, Disable,
Required
Condition (expression) Uses a Boolean expression to determine visibility, visible Visibility, Disable,
when the expression returns true Required

Condition (when rule) Uses a when rule to determine visibility, visible when the Visibility, Disable,
expression returns true Required

If not blank Visible if the value of that field is not blank Visibility

If not zero Visible if the value of that field is a non-zero number Visibility

Never The UI element is never disabled or required Disable, Required

© 2023 Pegasystems Classroom Experience Training Materials

Action sets
Dynamic UI behavior is implemented with
an event-action model.
An action set is comprised of an event, an
action, and (optionally) conditions.
• Event: A trigger performed by users,
such as clicking a button, hovering a
pointer over a field, or entering a value
in a field.
• Action: A response performed by the
system as a result of the user event.
• Conditions: Restrictions such as when
rules can be applied to an event and
action combination.

© 2023 Pegasystems Classroom Experience Training Materials

Action sets configured
1. Identifier – Identifies the action set.
– Action sets are evaluated in numerical order, starting with Action Set 1.
2. Applicability – Determines when the action set is applied.
– Action sets can be configured for use only when a field is in an editable state, read-
only state, or both states.
3. Event – separate slide
4. Action - separate slide
5. Conditions - Any conditions that must be
met before the action occurs.
– Multiple conditions can be combined
using either a boolean AND or OR
operator.

© 2023 Pegasystems Classroom Experience Training Materials

Action sets - Event
The trigger for the action set.
• Mouse events: events triggered by one
of the following actions performed
with a mouse or other pointing device
• Keyboard events: events triggered by
pressing one of the following keys on
the keyboard
• Other events: events that do not fall
into another category
When selecting an event, verify that the
selected event is appropriate for both
the control and the intended device.

© 2023 Pegasystems Classroom Experience Training Materials

Action sets - Action
• The action or actions performed when
the specified event occurs.
• An action may require that you
provide values for needed parameters.
• If an action set lists multiple actions,
actions occur in the order listed,
starting with the topmost action in the
action set.
• Any implicit action triggered by a listed
action is completed before the system
moves on to the next action.

© 2023 Pegasystems Classroom Experience Training Materials

Application accessibility in Pega
Pega Platform supports the Web
Accessibility Initiative-Accessible Rich
Internet Applications (WAI-ARIA)
standard, a technical specification for
making digital content and web
applications more accessible to people
with disabilities.
Accessibility support extends a UI for
users with devices that interpret the UI.
In Pega applications, you can enable
accessibility without reconfiguring the UI.

© 2023 Pegasystems Classroom Experience Training Materials

Accessibility Inspector
The Accessibility Inspector tool is a helpful tool that
helps identify accessibility issues within applications
and can be used to ensure that users with disabilities
are able to quickly and efficiently use the application.
It’s available in Pega workspaces such as App Studio
and Dev Studio, as well as the User portal when
launched from Dev Studio.

© 2023 Pegasystems Classroom Experience Training Materials

Accessibility Inspector
Audit for compliance with best practices
• Content – Issues with the configuration of controls.
Structural – Issues with the organization of content
within the portal.
Interactivity - Issues affecting how assistive devices
navigate the UI.
Compatibility – Issues with the Pega UI elements
used on a form.

© 2023 Pegasystems Classroom Experience Training Materials

Accessibility Inspector
Audit for compliance with best practices
• Content – Issues with the configuration of controls.
• Structural – Issues with the organization of content
within the portal.
Interactivity - Issues affecting how assistive devices
navigate the UI.
Compatibility – Issues with the Pega UI elements
used on a form.

© 2023 Pegasystems Classroom Experience Training Materials

Accessibility Inspector
Audit for compliance with best practices
• Content – Issues with the configuration of controls.
• Structural – Issues with the organization of content
within the portal.
• Interactivity - Issues affecting how assistive devices
navigate the UI.
Compatibility – Issues with the Pega UI elements
used on a form.

© 2023 Pegasystems Classroom Experience Training Materials

Accessibility Inspector
Audit for compliance with best practices
• Content – Issues with the configuration of controls.
• Structural – Issues with the organization of content
within the portal.
• Interactivity - Issues affecting how assistive devices
navigate the UI.
• Compatibility – Issues with the Pega UI elements
used on a form.

© 2023 Pegasystems Classroom Experience Training Materials

Accessibility Inspector
Audit for compliance with best practices
• Content – Issues with the configuration of controls.
• Structural – Issues with the organization of content
within the portal.
• Interactivity - Issues affecting how assistive devices
navigate the UI.
• Compatibility – Issues with the Pega UI elements
used on a form.
Expand a section to view any issues, then expand an
issue to display the affected UI element. Mouseover
an element and click the crosshairs icon to open it in
Dev Studio.

© 2023 Pegasystems Classroom Experience Training Materials

Localization - Use case
Localizing your application helps users work in their preferred language, which improves
their experience and ensures a better understanding of the product.
By localizing an application, you can expand your operations to new markets regardless
of language barriers.

© 2023 Pegasystems Classroom Experience Training Materials

Localization design
To design an application for localization, create:
• Field value rules for labels and notes.
• Paragraph rules for instructions and messages.
• Correspondence rules for emails and other
correspondence.
These elements can then be localized for different
languages.
Set the Locale setting to a target language (for
example, Spanish) and run your application to
verify that all labels, notes, instructions, messages,
and emails are successfully localized.

© 2023 Pegasystems Classroom Experience Training Materials

Language pack installation
Pega Platform provides
language packs to localize the
Pega rules (except the content
on your UI forms).
Language packs are collections
of language-specific rulesets
that support the localization of
Pega Platform.
Use the Localization wizard to
export and translate the Pega
rulesets and content on your
UI forms.

© 2023 Pegasystems Classroom Experience Training Materials

User experience - Quiz
• ClassMarker quiz – 7 questions
• ClassMarker quiz link:
– https://www.classmarker.com/online-test/start/?quiz=cxt63bdd01600f8f

© 2023 Pegasystems Classroom Experience Training Materials

User experience quiz

Percent of exam Number of questions ClassMarker link

12 7 https://www.classmarker.com/online-
test/start/?quiz=cxt63bdd01600f8f

© 2023 Pegasystems Classroom Experience Training Materials

Application development
12%
 Exam Blueprint
Application development 12%
• Manage application development; user stories, feedback, bugs
• Use the Estimator to scope a Pega Platform project
• Create and maintain rules, rulesets, classes, inheritance
• Debug application errors

© 2023 Pegasystems Classroom Experience Training Materials

Pega Express as a delivery approach
The approach is a fusion of:
• Pega best practices:
– Directly capture objective (DCO) sessions
– Concept of the microjourney
– Strong business and IT collaboration
• Design thinking
• Pega’s Low code capability and features enabled
in the platform.
• Scrum
No matter the size of the delivery, whether it’s for
the Customer Decision Hub™ platform or another
Pega product, Pega Express is our strategy.

© 2023 Pegasystems Classroom Experience Training Materials

Pega Express delivery – Center out
Pega Express supports the Center-out approach
• Aligns human intelligence and process automation with business logic - beginning at
the center of the business
• Ensures your Pega Platform™ software solution is consistent, seamless, and contextual,
providing a great user experience across channels
A Center-out business architecture incorporates the variations within your business
• Variations that extend from your channels to your systems of record
Pega Platform's layered architecture lets you start small, deploy quick wins, and tackle
immediate problems and opportunities
• You can trust that what you build is scalable as your company grows in scope and size
• Pega Express reuses microjourneys across the dimensions of customer type, lines of
business, or geographies.

© 2023 Pegasystems Classroom Experience Training Materials

The four phases of Pega Express

Discover Prepare

Focus on your outcomes during discover. Kick-off your project during prepare.
• Use design thinking techniques to clarify • Design a solution and creates a
the desired outcomes product backlog using Scrum best
• Define your Minimum Lovable Product practices
(MLP) and get ready to begin your project • Establish governance and enable your
team

© 2023 Pegasystems Classroom Experience Training Materials

The four phases of Pega Express

Adopt Build

Deliver your outcomes during adopt. Build with speed and agility.
• Readies your application for production • Use Scrum project management
and prepares the business for transition methods with Pega's low-code platforms
to "business-as-usual” and out-of-the-box tools
• Analyze application performance while • Pega Express best practices are built
planning your next MLP release into platforms like App Studio or Next
Best Action Designer to define
application components and prioritize
MLPs quickly
© 2023 Pegasystems Classroom Experience Training Materials
Pega Express best practices
Pega Express™ serves as a best practice delivery approach for your implementation
The Pega Platform™ incorporates many elements of Pega Express best practices within
the tool to deliver business outcomes faster and more consistently
Business outcomes - value

Design thinking is a human-centered Directly Capture Objectives (DCO) is Pega Express is based on Agile and
approach to solving problems through the Pega Express discipline used to Scrum to deliver prioritized business
creativity and collaboration throughout a design solutions with clients directly in outcomes or Microjourneys™ in
project, building empathy to satisfy user Pega to foster ongoing collaboration increments known as a Minimum
needs & realize business outcomes to and feedback between IT and business Lovable Product (MLP) that provide
ensure lovable Microjourneys™ stakeholders clients speed to value within 90 days

Technical outcomes - quality

Pega’s low-code / no-code studios Pega’s DevOps Deployment Pega’s Application Quality dashboard
allow you to create intuitive applications Manager and automated test suite and Predictive Diagnostic Cloud™
using the 3 pillars: case types, strategies enables teams to test early, often, and automatically monitor the health of your
and automations; integrated with live more efficiently than through manual solution and notify you of potential risks
data; and channels, to provide a lovable testing alone so that issues can be so that you can address them earlier,
experience to your customers identified and fixed as early as possible before they become issues
© 2023 Pegasystems Classroom Experience Training Materials
Application profile
An application profile is a document, or set
of landing pages, containing project-relevant
information that is automatically generated.
The data used can be configured in the
following three tabs of the application
profile:
• Inventory - Persona and data relationships
• Feature map – Features, sub features, and
work item relationships.
• Estimator – Automatically calculates the
predicted project duration based on
provided information.

© 2023 Pegasystems Classroom Experience Training Materials

Inventory
• The Inventory landing page is a tool for implementing the Pega Express methodology in
delivering your projects in a goal-oriented and no-code way
• With the Inventory page, you can view lists of all personas and data objects in your
application.
• You can quickly access the information that you need by grouping items in the list by
different criteria, such as by persona or case type.

© 2023 Pegasystems Classroom Experience Training Materials

Add Stories
Team members may add user stories to
the backlog and refine existing items
for each application release.

© 2023 Pegasystems Classroom Experience Training Materials

Record bugs Capture feedback
As you notice bugs and recognize changes to Capture feedback from a business
make, you record those bugs, feedback, and stakeholder in real-time using Agile
enhancements (user stories) in Agile Workbench. Workbench in Pega Platform.

© 2023 Pegasystems Classroom Experience Training Materials

Roles Brings the perspective of current and
emerging experience design best
Brings the perspective of
business priorities, trends, practices and can help create
and requirements. prototypes using design tools.

Brings the perspective of

experience with the
current solution in use,
solutions used in the
past, and detailed
knowledge of pain points Brings the perspective of current Brings the perspective of
and opportunities. and emerging technical current and emerging
capabilities and can help technical solutions in the domain or
aspects of prototypes. subject area.
© 2023 Pegasystems Classroom Experience Training Materials
Common project roles
The mix of team members and roles differs depending on the project goal. Some
common roles found on a Pega project are shown below. Project roles should not be
confused with sprint team members, although the roles may overlap

Scrum
Business Master
System
Architect
Administrator
and IT Resources

Quality
Subject
Assurance
Matter
Tester(s)
Expert(s)
System
Architect(s)

Engagement
Citizen Specialty Practice Leader/Project
Developer Product Architects leader Manager
Owner

© 2023 Pegasystems Classroom Experience Training Materials

Pega Express delivery – Design thinking
A Delivery approach that uses design thinking techniques to break customer journeys
into smaller, more manageable pieces called microjourneys™ that can be designed and
deployed in as little as 60-90 days
• Microjourneys are business transactions that are delivered to provide immediate value
• Microjourneys are designed to promote and challenge your project team to deliver
meaningful client business outcomes quickly

© 2023 Pegasystems Classroom Experience Training Materials

Design thinking – Five steps
Design thinking brings a group together to successfully generate ideas, push past
boundaries, and challenge assumptions

© 2023 Pegasystems Classroom Experience Training Materials

Design thinking tools and techniques
Design sprint and ideation
• A design sprint is typically a 5-day workshop that uses design thinking techniques to
solve a problem using creative methods and innovation.
– It’s a way of learning quickly what will and won’t work, and it’s proven to be very
powerful. Amazon, Airbnb, Google make extensive use of design sprints
• A design sprint is a design thinking technique that is proven to help identify the
microjourney solution that best achieves the client’s business outcomes.
Design sprints are a great way of bringing both business, it and users together to design
and prototype a solution. A solution that is simple, intuitive and easier to implement.
A design sprint is a concentrated, collaborative set of design thinking activities that
inject a burst of energy into the team, launching the project in the right direction early
on.

© 2023 Pegasystems Classroom Experience Training Materials

Identify your MLP
Minimum Loveable Product (MLP)
• The simplest solution that can be delivered quickly to delight your (or your client’s)
customers.
MLPs are composed of one or more Microjourneys supported in the MLP release.

Minimum
Loveable
Product

Microjourney Microjourney

Journey
© 2023 Pegasystems Classroom Experience Training Materials
Minimum Lovable Product
Design thinking helps unlock innovative solutions
to create a Lovable solution by evaluating the
following:
Desirability
Focus is on designing solutions that are desirable
for the people that use them
Viability
Focus is on the business viability of projects for
which the sponsors are paying to ensure return
on investment
Feasibility
Focus is on technical feasibility and effort of
developing the software
© 2023 Pegasystems Classroom Experience Training Materials
MLP priority Higher business value

Lower Medium priority High priority Greater

implementation implementation
ease ease
No priority Low priority

Lower business value

© 2023 Pegasystems Classroom Experience Training Materials
Direct capture of objectives
Direct Capture of Objectives (DCO) is a
core part of Pega Platform™ and Pega's
methodology approach.
DCO tools are intended to:
• Facilitate collaboration among project
stakeholders
• Reduce the time between obtaining
requirements, design, and
implementation
• Focus on desired business outcomes
• Speed up and simplify application
development

© 2023 Pegasystems Classroom Experience Training Materials

Application of DCO tools
DCO-related Tool Purpose Benefits

Case Designer Provides the ability to design the stages and steps of your Immediately run your process to
process or journey. Capture the users and data applicable verify and adjust the case design.
to each stage, as well as details such as routing and
service levels.

Agile Workbench Provides the ability to capture and manage features, user • Create and edit items while
stories, defects, and feedback items while working with working in the application rather
the application. Integrate Agile Workbench with an agile than having to access another
project management tool such as Pega Agile Studio, or a system.
third-party tool such as Jira, for features such as sprint • Capture a screenshot or video to
execution and reporting. include with the item.

Agile Studio Provides agile project management functionality, including You can support and manage
the ability to create and manage backlogs, plan and Scrum-based development teams.
execute sprints, collaborate on backlog items, and
monitor results with reporting.

© 2023 Pegasystems Classroom Experience Training Materials

Journey and Microjourney
• A Journey is the series of interactions between a customer and an organization that
occur as the customer pursues a specific goal. (Journeys are too big for an MLP.)
• Microjourneys are the series of interactions between one type of customer and an
organization through a specific delivery channel that occur as the customer pursues a
specific goal

Microjourney Microjourney

Journey
© 2023 Pegasystems Classroom Experience Training Materials
Microjourney prototype
Microjourney relationships:

Let’s concentrate on completing the

User User User User User microjourney by prototyping a case type
Story Story Story Story Story and modeling its processes.

Delivered Case Types

Microjourney Microjourney by

Decision
Strategies

Journey Robotic
Automations
© 2023 Pegasystems Classroom Experience Training Materials
Implementation
Identify your MLP
• A program begins with a definition of its Minimum Loveable Product (MLP)
• An MLP is composed on one or more Microjourneys supported by in the MLP release

Microjourney Microjourney
Minimum
Loveable
Product
(MLP)
Journey
© 2023 Pegasystems Classroom Experience Training Materials
Application profile estimator
The creation of estimates in Pega is automated. After you provide the required values,
the project estimator calculates the expected development duration.
Before you begin:
• Define the main elements of your application:
– Create a case type, and then define the case life cycle by adding stages, processes,
and steps. See Adding case types to organize work.
– Create personas that represent users of your application. See Adding personas to
organize users.
– Create data objects that visualize the information that your cases require to reach
the resolution stage. See Adding data objects to organize data.
– Create features that represent usable functionalities in your application.
See Creating features.

© 2023 Pegasystems Classroom Experience Training Materials

Estimator
A project estimate considers
various factors:
• complexity of the application
elements
• # of teams
• development environment
exists
The creation of estimates in
Pega Platform is automated.
Estimation results maybe
exported to .xlsx file.

© 2023 Pegasystems Classroom Experience Training Materials

Class hierarchy
The enterprise class structure
design pattern can be used to
implement the reuse of rules
through inheritance.
For example: Creating a new case
type allows reuse of rules found
within an application’s class
hierarchy, as well as standard
rules from Pega, or rules
contained in other applications.

© 2023 Pegasystems Classroom Experience Training Materials

Inheritance algorithm
Pega searches through the parent
classes indicated by pattern
inheritance first, followed by directed
inheritance.
This process repeats until Pega
reaches the ultimate base class.
If the rule cannot be found after Work-

searching the base class, Pega

returns an error.
Work-Cover-

© 2023 Pegasystems Classroom Experience Training Materials

Ruleset versioning The major version change
encompasses extensive
The patch version
consists of fixes to
Developers collect rules into an changes to application address bugs in an
instance of a ruleset, called a ruleset functionality application.
version.
To update the contents of the
ruleset, create a new ruleset version.
Ruleset versioning helps developers
identify and manage changes to an
application.

The minor version

represents an interim
release or enhancements
to a major release.

© 2023 Pegasystems Classroom Experience Training Materials

Overview
The tracer tool provides full debugging facilities, including step-by-step execution,
breakpoints, and watch variables.

© 2023 Pegasystems Classroom Experience Training Materials

Tracer toolbar
The Tracer toolbar is above the log display on the upper right.
The toolbar consists of buttons that allow managing the events it captures.
• Pause – Suspends event logging in the Tracer
• Clear – Removes all logged events from the screen
• Breakpoints – Identifies when to stop execution
• Save – Generates an XML file listing the events on screen
• Watch – Monitors property values or pages to detect when the value changes
• Remote tracer – Trace events that are generated by a service requestor or another
user. The user must be logged into the application to trace events.

© 2023 Pegasystems Classroom Experience Training Materials

 Log files
Pega writes errors, warnings, and other debug information to log files.
These logs track exceptions and other events that impact your application and provide
insight into causes.
Each log is managed by an appendix, which determines the type of events written to the
log file.
Depending on the settings, the following log files will display:
• Pega log contains warnings, errors, and information messages about internal
operations.
• Alert log contains performance-related alerts.

AdminStudio -> Resources -> Log Categories -> Actions -> Create Log Category . It will enable you to
override the log level settings defined in the Appender, prlog4j2.xml file, and control which logging events
appear in the Pega log. It will affect all the nodes in the environment.

© 2023 Pegasystems Classroom Experience Training Materials

Log files
• ALERTSECURITY log contains alerts that suggest improper configuration of Internet
Application Composer facilities, or overt attempts to bypass system security features
through URL tampering.
• BIX log is an optional add-on product that provides the extract functions of an ETL
(extract, transform, and load) utility.
• SERVICES-PAL log contains performance data saved from services.
• CLUSTER log contains information about the setup and run-time behavior of the
cluster.

© 2023 Pegasystems Classroom Experience Training Materials

Application development quiz

Percent of exam Number of questions ClassMarker link

12 7 https://www.classmarker.com/online-
test/start/?quiz=qpj63bdd3847b3f3

© 2023 Pegasystems Classroom Experience Training Materials

Reporting
5%
 Exam Blueprint
Reporting 5%
• Create business reports
• Identify types of reports
• Use columns and filters
• Describe the benefits of using Insights

© 2023 Pegasystems Classroom Experience Training Materials

Business metrics
Business metrics measure the success or failure of business processes and are based on
the data you define for an application. Examples include the number of orders for a
certain item, or how many cancellations there are of a certain type of order.
Organizations can use these business metrics to make informed decisions about
improving business performance.
What is the question? The data indicates What is the business decision?
What is the average profit margin The average margin is below the The sales department decides to train its
for all automobile sales last year? target percentage. sales staff on promoting cars and options
that have the highest margins.
What is the number of auto loans The number of personal loans is The goal is to have the numbers
made in a month as compared to significantly lower than the number approximately equal. The marketing
personal loans for the same of auto loans. department increases marketing resources
period? for personal loans.
What is the number of office desks The number of orders shows an As a result, inventory levels are
shipping each week for the past upward trend. unacceptably low. The purchasing
month, and how many are now in department decides to restock more desks
inventory? on a weekly basis.
© 2023 Pegasystems Classroom Experience Training Materials
Reporting – Report definition
• Rule used to query information from external database and data tables
• Automatically generates SQL
• Number of different configuration options available

© 2023 Pegasystems Classroom Experience Training Materials

Report definitions
A report definition is a type of rule in Pega that interacts with databases and
retrieves information based on business needs. Also, report definitions are:
• Rule instances of class Rule-Obj-Definition
• Found under the Reports category in the Records explorer

Case ID Employee Hire date Location

Rows represent
O-101 James Martin 2021-02-12 Atlanta
records from
O-104 Anne Walker 2021-02-22 Boston the database.

O-746 Julia Hill 2021-01-12 Atlanta

O-171 William Kirk 2021-09-08 Atlanta

O-623 Leonard Kelley 2021-09-05 Boston

© 2022 Pegasystems Inc.

© 2023 Pegasystems Classroom Experience Training Materials
Report definitions
A report definition is a type of rule in Pega that interacts with databases and
retrieves information based on business needs. Also, report definitions are:
• Rule instances of class Rule-Obj-Definition
• Found under the Reports category in the Records explorer

Columns contain
data values in Case ID Employee Hire date Location
each record.
O-101 James Martin 2021-02-12 Atlanta

O-104 Anne Walker 2021-02-22 Boston

O-746 Julia Hill 2021-01-12 Atlanta

O-171 William Kirk 2021-09-08 Atlanta

O-623 Leonard Kelley 2021-09-05 Boston

© 2022 Pegasystems Inc.

© 2023 Pegasystems Classroom Experience Training Materials
Reporting – Creating report definitions
Can be created by using the Report Browser and selecting:
• New Report button (Pega Express)
• Add Report button (Case Manager Portal)
• Selecting a report in the Report Browser, modifying it, choosing “Save As” and placing
the newly created report in the appropriate category
Many different report categories available out of the box
• Monitor Assignments, Analyze Performance, Analyze Quality and Monitor Processes,
etc.
• You can create your own categories for both public and personal reports
Can be created by creating a Report Definition rule

© 2023 Pegasystems Classroom Experience Training Materials

Reporting – Report definition
The report definition rules allows you to create two different types of reports:
List Reports
• Spreadsheet style reports that can combine business and process metrics
Summary or Chart Reports
• For aggregating data with counts, totals, averages
• Often used to show trends over time
• May include a chart or graph to display summarized data
– Available charts include – line, bar, column, pie, bubble and gauges to name a few

© 2023 Pegasystems Classroom Experience Training Materials

Reporting - Filters
• Filters allow you to only show records that are relevant to your design requirement.
• A filter compares a data value in the record against a defined condition.
• If the comparison result is true, the report includes the record.
• If the comparison fails the filter tests, the record is not included.

© 2023 Pegasystems Classroom Experience Training Materials

Reporting - Filters
• The comparison can be an explicit value or the value of a property.
• You can also use more complex conditions such as testing values that are greater than
a specified threshold, like a date.
• You can implement more complex filtering by combining filters with AND/OR
conditions.

© 2023 Pegasystems Classroom Experience Training Materials

Reporting - Filters
Rather than bringing all the data back to Pega 8 you can make your report more
performant by adding filters.

© 2023 Pegasystems Classroom Experience Training Materials

Data explorer and insights
• Explore data uses a react-based landing page and is the preferred data exploration tool
for applications that use the Pega cosmos design system.
• With the explore data landing page, you can access the list of assignments that are
routed to members of your team. You can then drill down and analyze the assignment
statuses to determine the remaining workload for the current release. You can save
queries you make on the explore data landing page as insights.
• Insights are rules that Pega uses to transform data queries into tables or visualizations
that you can then share between users.
• You can use insights to retrieve specific data and present the data as a list or an
interactive chart.

© 2023 Pegasystems Classroom Experience Training Materials

Insights
Insights are rules that Pega uses to transform data queries into tables or visualizations
that you can then share between users.
You can use insights to retrieve specific data and present the data as a list or an
interactive chart.
Create or modify Insights:
• Save an insight
• Perform an action on an insight
• Access application data
• View data based on business needs
• Customize columns

© 2023 Pegasystems Classroom Experience Training Materials

Reporting quiz

Percent of exam Number of questions ClassMarker link

5 3 https://www.classmarker.com/online-
test/start/?quiz=7h363bdd4c6b4816

© 2023 Pegasystems Classroom Experience Training Materials

Mobility 5%
Security 5%
DevOps 5%
 Exam Blueprint
Overview
Mobility 5%
• Configure mobile app channels
• Leverage Pega Mobile Preview
Security 5%
• Manage user and role assignments
• Configure security policies
• Track and audit changes to data
DevOps 5%
• Record a unit test
• Create and execute scenario-based test cases
• Identify best practices for configuring unit tests

© 2023 Pegasystems Classroom Experience Training Materials

Mobility
Mobile app channels
A mobile channel provides developers a way to intuitively configure and
customize various aspects of mobile app behavior.

© 2023 Pegasystems Classroom Experience Training Materials

Mobile channel

Content Controls the content available to users in the mobile app. Customize app navigation and
functionality by:
• Adding reordering, and removing the default mobile app pages, such as search functionality
and notification lists
• Creating customized app content using mobile list pages
• Defining swipe actions for list items to provide users with quick access to common tasks
Configuration Controls basic app functionality, such as:
• The app name as displayed on the mobile device
• The role assigned to users of the mobile app
• Whether the app supports offline processing
• App security, including user authentication and session management
Layout Controls app branding and styling options, including the launch page and UI element colors. You
can change the default icon, using native icons or custom files for the icon to personalize your
app.
Manage Controls administrative functions such as log access and administrative push notifications.
• Note: Administrative push notifications, which are sent from the console on this tab, differ
from the app-based push notifications sent during case processing. For example, you use the
administrative push notification console to inform users to upgrade to a newer version of the
mobile app.
Previewing mobile apps
In App Studio, you can preview your application to see how it looks on various devices
using the Preview feature.

Before you generate an executable file for your mobile app, verify that the pages and
layout correspond with your design, and that the application logic functions in line with
your expectations. Use a mobile device with the Pega Mobile Preview app to preview a
mobile channel that you configure for an application.
With Pega Mobile Preview, you do not have to obtain certificates or generate executable
files before you access the contents of your mobile app.

© 2023 Pegasystems Classroom Experience Training Materials

Definitions
Users An individual who interacts with an application

Roles Defines how users interact with the application

Channels Denotes where data associated with a data type is located

Persona Defines the type of access that you grant to the users of your
application
Access groups An access group is a group of permissions within an application

Operator An operator defines a unique identifier, password, preferences, and

personal information for a user

© 2023 Pegasystems Classroom Experience Training Materials

Security is critical
Inadequate security can prevent your application from being deployed.

Data Protects sensitive data within your application without affecting the
encryption functionality of Pega.

Ensures that only users and systems whose identities have been
Authentication verified can access your application.

Also called access control, ensures that after logging in, a user only
Authorization has access to the allowed platform features, interfaces, or data.

Also called accountability, is a systematic evaluation of the security

Auditing of company information systems. Security is measured by how well
it conforms to a set of established criteria.

© 2023 Pegasystems Classroom Experience Training Materials

Application-level and feature security
The time to consider application security is early on, such as during the Prepare phase of
your project, before you begin to build and configure the application.
To protect your application from hackers and prevent unauthorized access and use, you
need to manage two types of security:
• Application-level - Application-level security focuses on protecting the application from
outsiders and unauthorized users.
– The goal of application-level security is to make it impossible for non-authorized
users to break into, read, or otherwise access your application.
• Feature security - Feature security focuses on the application by determining the case
types, features, and data that authorized users can or cannot access.
– With feature security you set up security roles for personas identified in each case
type so that authorized users can access the application features they need.
– Prevent users from viewing features or accessing data to which they should not
have access
© 2023 Pegasystems Classroom Experience Training Materials
Unauthorized system access
User passwords and authentication policies are important for protecting data from
unauthorized access. Hackers attempt to gain access by exploiting weak security policies
and cracking passwords, which is the act of guessing them.
• Brute-force attack – A series of attempts to crack a user’s password to achieve login.
• Dictionary attack – A wordlist containing known or suspected passwords is used.
Entries can be added to the dictionary by identifying common words and phrases or
obtaining known passwords.
• Hashing – An algorithm is used to generate a number, called a hash from a text string.
• Rainbow table attack – A lookup table containing a list of possible passwords and
hashes is used, then compared to each hash against a list of hashed passwords.

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Security policies
• Password – Governs the strength of user passwords.
• CAPTCHA – Tests whether a person entered the password.
• Lockout – Defines system behavior when users enter an incorrect password.
• Audit – Determines the amount of detail written to the system log for a security issue.

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Audit policy and other policies
Audit policy
• Use the Audit Policy section to customize the level of detail captured for login attempts.
Multi-factor authentication policies
• Passwords represent one way to authenticate a user. To increase security, enable
multi-factor authentication to authenticate users. With multi-factor authentication, a
user gains access only after providing multiple factors, or pieces of evidence, to verify
their identity.
Operator disablement policy
• Use the Operator disablement policy section to automatically disable access for users
who are inactive for the specified number of days.

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Multi-factor authentication policies
Passwords are one way to authenticate users. To increase security, enable multi-factor
authentication to verify users. With multi-factor authentication, many different things are
required for a user to access an account such as entering credentials, phone number,
and biometric data.

© 2023 Pegasystems Classroom Experience Training Materials

Multi-factor authentication policies
Passwords are one way to authenticate users. To increase security, enable multi-factor
authentication to verify users. With multi-factor authentication, many different things are
required for a user to access an account such as entering credentials, phone number,
and biometric data.

Knowledge
Something that only users
know, such as a password.

© 2023 Pegasystems Classroom Experience Training Materials

Multi-factor authentication policies
Passwords are one way to authenticate users. To increase security, enable multi-factor
authentication to verify users. With multi-factor authentication, many different things are
required for a user to access an account such as entering credentials, phone number,
and biometric data.

Possession
Something that only
users have, such as a
unique mobile number.

© 2023 Pegasystems Classroom Experience Training Materials

Multi-factor authentication policies
Passwords are one way to authenticate users. To increase security, enable multi-factor
authentication to verify users. With multi-factor authentication, many different things are
required for a user to access an account such as entering credentials, phone number,
and biometric data.

Being
An inherent
characteristic of a
user, such as their
fingerprint.

© 2023 Pegasystems Classroom Experience Training Materials

Guardrail compliance
The most important security requirement for any Pega application is to maintain
guardrail compliance. Pega security features are not always successfully enforced when
using custom code.
To protect your application, use the built-in security configuration features in Pega. Do
not rely on custom code built by developers who are not security experts.

© 2023 Pegasystems Classroom Experience Training Materials

DevOps
DevOps is a set of practices that bridge
application development and operational
behavior to reduce time to market without
compromising on quality and operational
effectiveness.
During development changes are made to
existing case types and their processes. If those
processes change the user experience, new
scenario tests should be created.
If the user experience is inadvertently changed,
automated regression testing using the existing
scenario tests will fail and bring this issue to the
attention of the development team.

© 2023 Pegasystems Classroom Experience Training Materials

Unit testing
• UNIT TESTING is a level of software testing where individual components of a software
are tested
• The purpose is to validate that each rule of the software performs as designed
• A rule instance is the smallest testable part of any Pega application. It usually has one
or a few inputs and usually a single output
• The results of a unit test can be converted into a Test Case
• To protect your application, use the built-in security configuration features in Pega
Platform. Do not rely on custom code built by developers who are not security experts.

© 2023 Pegasystems Classroom Experience Training Materials

Converting unit tests into test cases
• For most rules, unit tests can be converted into test cases that can be reused to test
the rule.
• By configuring case details, and then defining the expected results with assertions (test
conditions) the unit test can be reused as a test case
• When the test case runs, the test results are comparted to the expected results defined
for the rule’s assertions. If the test results do not meet the defined assertions, the test
case fails.
Assertion type Usage Example
Property Tests the value of the specified property. Requires the page pxUrgencyWork is equal to 10
on which the property is defined, a comparison operation,
and a comparison value.
Decision result Tests the value returned by a decision rule. Requires values When Referred by employee is false,
for each input property needed by the decision rule to return RecruitingWB
return the expected result.
Expected run time Tests whether a rule executes within an allowed amount of Expected run time is less than or equal
time. Requires a comparison operation and an allowed time to three seconds
in seconds.
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Scenario testing
Ideal test pyramid
• The bottom of the pyramid is the least expensive to run.
• The top of the pyramid is the most expensive to run.
UI
UI-Based functional and scenario tests verify that cases Testing
are working as expected.
Scenario tests are captured in the context of the Functional
Testing
application portal only.
Use the Automation Recorder on the runtime toolbar to
create or modify a scenario test.
Unit Testing

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Scenario testing

Records tests by
simply running
Provides support Uses easy to
for all controls read test steps

Supports dynamic
Offers test case test data Develop

types and end-user

portal

Measure Test

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Scenario testing
• Tests are saved in a dedicated test ruleset that is defined in the application rule.
• Scenario tests for features
• With scenario testing, you can create UI-based, end-to-end scenarios to test your
application. The user who has access to the run-time toolbar captures scenario tests in
the context of the application portal.
• In the Dev Studio application portal, use the Launch portal menu to select and navigate
to the specific portal (such as the User Portal) to initiate test recording. Use
the Automation Recorder on the run-time toolbar to create or modify a scenario test.

© 2023 Pegasystems Classroom Experience Training Materials

Best practices

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Mobility, Security, and DevOps quiz

Percent of exam Number of questions ClassMarker link

15 9 https://www.classmarker.com/online-
test/start/?quiz=y3463bdd78a9dbf1

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