PEGA Tutorial What is Application Profile?

Application Profile is one of the DCO (Direct Capture of Objective) tool in PEGA. The other two are Application Accelerator and Application Documentation.

Application Profile is used by the Business Analyst or System Analyst when a project starts. The main purpose of using Application Profile in the beginning of project is that it is mainly use to capture client requirement and business objective of the customer.

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What is DCO in PEGA PRPC?
What are different Operator Roles in PEGA?

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Collecting requirement of a project is a big task and especially when it is a large project and involves dozens of stakeholder. Creating requirement document and maintaining version of each of the requirement document is difficult job.

What PEGA has provided is Application Profile in which a project manager or business analyst can capture the business requirement, business use cases, and project objectives all inside the PEGA environment. Project manager or BA does not have to create a word, excel or use any specific template to capture the requirements.

With Application Profile following requirements can be captured.

1. Business objective of the project
2. Business processes and specifications
3. Project end users; their roles and responsibilities
4. Any assumptions captured during the project initiating phase.
5. Kind of correspondence (email, letters, fax etc) which application need to generate.
6. Estimated Scope of work in the project.

Once the Application Profile is ready it can be shared with the project stakeholders and their approval can be taken before the development can begin. Once the stakeholder approved the application profile the System architect of the team can use the information collected as an input to Application accelerator which in turns create the complete application skelton of the project. It creates the Stub Rules which project teams can work upon.

PEGA Tutorial How to create a New Application in PEGA PRPC?

In this post we will explore how we can create a basic application in PEGA. In real world before we sit down to create an application in PEGA, the project team do a lot of ground work which involves following DCO process, setting up DCO session with business, subject matter expert, end users and documenting uses cases, all inside PEGA.

Remember that when you create a new application in real world you need to collect and document Business Objectives, Business and System Requirement, Assumptions, Use cases, users and their roles etc. from different stakeholders and get this approved from all parties involved.

Technically when we have to create a new application in PEGA, we can follow the below steps to get started.

Step 1. Login to PEGA system.

Step 2. From the application menu select New Application -> Application Express

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• What is PEGA?

• What is New in PEGA 7?

• What is BPM?

• How to setup PEGA PRPC system in your local machine

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Step 3. Click on Create New Application button on the Build Application home page

Step 4. Enter the Application Name, Project Title and Description and click on Create button

Step 5. The PEGA System will create the application and it will show the application details in next page. You can enter the business objective, assumptions, actors, and requirements etc. from the left frame of the application page.

I have created Employee Management System application and clicked on Business Objectives and have written down five business objective.

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• What are WorkType and WorkItem in PEGA?

• What are different Operator Roles in PEGA?

• What are Business Rules in PEGA?

• What is DCO in PEGA PRPC?

• What is Application Profile?

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I have added three Actors for this application. Actors are users of the application.

Step 6. Our Next step is defining process for our application. For this we need to click on the Primary Path box.

This will open the Properties window where we can define details such as process name, requirement it is mapped to, data fields that will used in this process etc.

From the Details tab we can select the business objective this process is mapped to.

From the Fields tab we can define the field and their respective data types that will be used in the process.

After setting up the Properties values, we can click on OK.

To run the application, we can click on the Run Process button on the top menu.

PEGA TutorialWhat is DCO in PEGA PRPC?

In Traditional development methodology a project team creates multiple documents to meet specific project deliverable. Starting from the Project Charter to Project plan to Project closure many documents are created and updated by the project team.

If we talk about the Requirement Phase, many versions of requirement documents are created by the project manager or business analyst such BRD (Business Requirement document), SRS (System Requirement Specification), and FRD (Functional requirement document).

During Design phase many form of design documents such as System Design Document (SDD), Architecture design document (ADD), Functional Design Document etc. are created and maintain by the project team.

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• What is PEGA?

• What is New in PEGA 7?

• What is BPM?

• How to setup PEGA PRPC system in your local machine

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In PEGA the story is different. PEGA uses one single module to capture project or business objective, project requirements and use cases. This module is called DCO (Direct Capture of Objectives)

In DCO module there are three tools that are primarily used.

• Application Profiler
• Application Accelerator
• Application Documentation

Application Profiler: This tool is used to capture business objective and business requirement. The business analyst uses this tool to write down the business objectives, business requirement and use cases. In the Application Profiler following items are defined.

• Discovery Map
• External System which will interact with the application
• What kind of correspondence (email, text, SMS, letters etc) our application will generate
• All Project assumptions
• No of users and their role.

Application Accelerator: This is the tool which uses the information defined in the Application Profiler to setup foundation for the applications. Here we define the Classes and Rulesets that will be used in our Application. Typically, a Senior System Architect works with the Application Accelerator.

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• What are WorkType and WorkItem in PEGA?

• What are different Operator Roles in PEGA?

• What are Business Rules in PEGA?

• How to create a New Application in PEGA PRPC?

• What is Application Profile?

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Application Documentation: This tool uses Application Document Wizard to generate customized documentation about the application.

PEGA TutorialHow to setup PEGA PRPC system in your machine?

This article is next in series of our learning PEGA PRPC System. In this post we will learn how we can setup PEGA PRPC Exercise System on our desktop or laptop for learning purpose.

If you are new to the PEGA PRPC system it is recommended that you download the Exercise System to learn the bits and pieces of PRPC components and workflow system. To download a copy of exercise system you need to first visit PEGA Academy and register for a course. The course offered by PEGA academy is not free and one needs to pay for the course. Once you are enrolled into one of the course, PEGA academy let you download the exercise system.

To successfully run the PEGA PRPC system you need following components available to your local machine.

Once you have downloaded the Exercise System you need to install it on your desktop or laptop. The Exercise System is a standalone application which bundles into it all the required components such as operating system (Ubuntu), database (DB2), and web server to successfully run the PRPC system. It creates a Virtual Machine in your desktop. This article will show you all the steps that one needs to perform to install PEGA PRPC system.

The first step involves downloading the Exercise system. I have downloaded the required application which is a single application file. When you click on the Applications it extracts the files to your local machine. PEGA PRPC recommends that you keep 15 GB space to run the PEGA PRPC system on your machine.

Once the applications has extracted all the files you can see that it has extracted two folders “application” and “Server” and a text file named “pvs_release_note”.

The second step involves running the VMware_64bit_check applications from applications folder which basically checks your system compatibility to see if it can run the PEGA PRPC system on not.

The third step involves running the VMware-player-4.0.2-591240 application file from applications folder which basically installs a virtual machine in your local machine. This VM machine has all the required components to run PEGA PRPC system.

Once the VMware Player setup is complete you can navigate to Start->Program Files->VMWare to launch the PEGA PRPC system.

To login to PRPC system you need to provide login id and password which is shown in the VMware player screen. Once you are successfully login into the system, you need to open Internet Explorer and visit to http://prpc:8080 and you will be presented with the PEGA PRPC login screen.

You can login to PEGA PRPC system using any of the credentials which is supplied to you by PEGA PRPC installation guide.

So you are all set to learn and experiment with PEGA PRPC Exercise System.

Please visit PEGA Tutorials section for articles on PEGA and PRPC

PEGA TUTORIALWhat are different Operator Roles in PEGA?

This article is next in series of our learning PEGA. In the first article we learnt what is PEGA and the subsequent articles talked about WorkType and WorkItem concepts in PEGA. We also learnt what are business rules in PEGA? In this post we will examine what are Operators and their roles in PEGA?

In any project team we have different team members playing different roles. There are project manager, business analyst, architects, designers, developers, testers, quality analyst etc in the team to who play different role in the team.

Anyone who can login into PEGA PRPRC system is called Operator. Each of the operators has an Operator ID and password and they are attached to a access group.

In PEGA PRPC system there are seven pre-defined standard roles. These are following

1. Work users
2. Work Managers
3. Business Analyst
4. System Architects
5. Project Managers
6. System Administrators
7. Executive Sponsors

Every role has its own portal. A business analyst role requires capturing requirements and design process and workflow for the application. To perform their role business analyst goes to the Business Architect Portal.

A System Architects or application developer need to design the user interface, business logic, process rules etc. so they go to Designer studio portal to do their work.

An End user or work user is one who actually uses the application. The end user has their own Case Worker portal where they go and create work items.

A Work Manager goes to the Case Manager Portal to approve or reject the works submitted by the work users.

PEGA PRPC system allows us to create additional roles.

Please visit PEGA Tutorials section for articles on PEGA and PRPC

PEGA TutorialWhat are Business Rules in PEGA?

This article is next in series of our learning PEGA. In the last two articles we learn what is PEGA and what are Work Type and Work Items in PEGA. In this post we will learn what are Business Rules in PEGA? In the traditional programming such as Java, .NET or C++ we use IF-ELSE-THEN or WHERE or WHILE to evaluate a property or data to make decisions. In PEGA we achieve it through Business Rules.

Business Rules are set of policies and principles that are applied by an organization to conduct business. There are set of rules setup by the company to conduct business. For example: A Bank might setup a rule to give XX amount of loan to people who have an annual income of $ 100,000 and credit score of > 700.

How to define Business Rule in PRPC?

Just like an Organization defines rules to conduct business PRPC provides functionalities to define business rule.

• Decision tree,
• Decision table,
• Map value
• When

Decision Tree: Decision tree is similar to IF-ELSE-THEN evaluation criteria we have in traditional programming. We can apply any number of criteria to evaluate the conditions. The works from Left to Right and Top to bottom. When a particular condition is meet the evaluation process is stopped. If none of the conditions are meeting a default or other value is return back to the calling function.

Decision Table: Decision table are similar to our SQL Tables where we apply WHERE clause to put conditions. We can write more than one condition. The table returns number of rows that meet the specific criteria.

Map Value: As per PRPC rule book Map Value allows us to look at one or two properties over any number of conditions to return any number of results. Map values only support two properties which can be evaluated.

When: Business Rule can be defined using When functionality. When functionality can evaluate any number of conditions. It works in similar fashion as IF-THEN-ELSE. It returns either True of false after evaluation.

Please visit PEGA Tutorials section for articles on PEGA and PRPC

PEGA TutorialWhat are WorkType and WorkItem in PEGA?

What is it that an Organization does? The answer is every organization do some Work to accomplish their objective or vision or mission. A work in any organization is done by the people and applications. People create, receive, route, report and resolve work.

In PEGA, Work Type is fundamental unit of work that is process by the people or applications. Each of the work has their own attribute or set of principle or steps to follow. To understand it more clearly let us take an example of a Bank. Bank is an organization and it does some work like providing loan, opening account, doing transaction etc. So, each of this work is a WorkType from PEGA prospective.

Now for each of the WorkType there are systematic processes that need to be followed. In case of Loan, a person who wishes to apply for loan has to submit a loan application with the bank. This Loan application is called WorkItem in PEGA world. So, WorkItem is the unique instance of work.

Please visit PEGA Tutorials section for articles on PEGA and PRPC

PEGA TutorialWhat is PEGA?

PEGA is one of the finest BPM Tool available today in the industry. BPM Tools helps an organization to achieve work productivity and efficiency by providing process automation. BPM or Business Process Management is combination of Policies, metrics, methods, management practice and Software tools to manage and continuously optimize an organization activities and processes.

PEGA is a platform which provide a systematic approach to build and deploy process-oriented and rule based solutions and applications. Business Process Management, Customer relationship management, Decision management and case management areas are some of the examples where processes and rules are integral part of solution or application.
What PEGA provides to a developer is a Designer studio which acts as an Integrated Development Environment (IDE) to build applications. The best part is this Designer studio is web based so a developer can work and create solutions from anywhere in the world.

PEGA main focus are Processes. If you are planning to learn PEGA or if you are already working with PEGA tools you should keep this in mind is "Process is King, Queen and everything in PEGA". Every business solution is process oriented.

Technically PEGA is not a language or database or operating system. What PEGA provides us is a framework which is process driven; everything that we do in traditional programming such as designing user interfaces, writing business logic, applications logic, creating physical and logical mode of databases etc. we do the same thing in PEGA. The difference lies between PEGA and traditional programming is that in PEGA to build or develop anything (UI, data access logics, validation rules etc) there are processes and gadgets that we have to use.

In the heart of PEGA is PRPC server (PegaRULES Process Commander®) which provides the platform and interfaces to business analyst, system analyst and developers to design and build applications in PEGA. The main focus in PEGA is on automation of works and program code.

PRPC server is written in Java. To setup PRPC server to function smoothly we need an Operating System, a Java application server, a database and Java JDK.

PEGA is not the only BPM Tool available in the market place. The other popular BPM Tools as per Forrester reports are following:

• Appian_7
• Bizagi Go
• Cordys Business Operations Platform
• BizFlow Plus
• IBM Business Process Manager
• MBPM
• Oracle Business Process Management Suite 11g
• webMethods BPM Suite, ARIS Enterprise,
• ARISalign
• ActiveMatrix BPM

Please visit PEGA Tutorials section for articles on PEGA and PRPC

PEGA Tutorials

• What is PEGA?

• What is New in PEGA 7?

• What is BPM?

• How to setup PEGA PRPC system in your local machine

• What are WorkType and WorkItem in PEGA?

• What are different Operator Roles in PEGA?

• What are Business Rules in PEGA?

• What is DCO in PEGA PRPC?

• How to create a New Application in PEGA PRPC?

• What is Application Profile?