The PEGA Certified System Architect (CSA) course is designed for developers and technical staff who want to learn how to develop PEGA applications. This PEGA course focuses on building skills in designing and constructing the core elements of PEGA applications. Through practical lessons and exercises, learners will understand how to configure and manage PEGA Platform applications, design case life cycles, model data, automate business policies, and design user interfaces and business reports. The PEGA training also covers best practices, application development guardrails, testing, and debugging applications. Upon completing the course, learners will be equipped with the knowledge to build efficient and scalable PEGA applications, making them valuable assets in their organizations. With a mix of theoretical knowledge and hands-on exercises, this course is crucial for those aiming to become proficient PEGA System Architects.
Course Objectives:
In this course, you will learn to:
- Understand the core functionalities of the PEGA Platform and configure PEGA applications adhering to best practices.
- Design and manage the life cycle of a case, including stages, steps, and actions to guide users efficiently.
- Develop expertise in modeling case data, managing data relationships, and optimizing data storage and retrieval.
- Automate business policies using service level agreements, correspondence, routing, and delegating rules.
- Customize user interfaces to create intuitive and dynamic views, enhancing user experience.
- Construct comprehensive business reports with optimized data sources for insightful decision-making.
- Implement effective unit testing and debugging strategies for PEGA applications to ensure quality and reliability.
- Achieve proficiency in setting property values both automatically and declaratively within case processes.
- Learn to manage and exchange data between cases and configure work parties for case data interaction.
- Capstone exercises to consolidate knowledge and skills in designing case life cycles, modeling case data, automating business policies, and designing user views and business reports.
Course content
Introduction to OOP and BPM
- Introduction to Object Oriented programming
- OOP Concepts
- Introduction to Process, Business Process, BPM
- Benefits of BPM Solutions
- Various BPM tools in the Market
- Introduction to Case Management
Introduction to PEGA
- What is PEGA ?
- Evolution of PEGA Platform
- PEGA Footprint in various domains
- Introduction to PEGA Infinity
- PEGA Capabilities
- PEGA Installation
- Introduction to PEGA Studios
- Roles on a PEGA project
Creating a PEGA Application
- Exploring the PEGA Studios
- Introduction to the Dev Studio
- Creating a PEGA application
- Introduction to creating a Framework application
- Working on creating an Implementation Application
- Difference between Framework & Implementation applications
Introduction to Case Design
- Introduction to Case types
- What is a Case life cycle
- Design a case type
- User context
- Updating Case status
- How to add instructions to assignments
Controlling Case workflow
- Parallel processing
- How to perform processes in parallel
- Alternate Paths
- Optional actions
- Adding optional actions to a case
- Skipping processes and stages
- How to skip a process or stage in a workflow
Smart Shapes, Flow Action, Sections
- Introduction to Smart Shapes
- Process Flow Rule
- Flow Action Rule
- Introduction to Section.
- Layouts & Controls in Section
- Creating Work Object & Tracking WO
Flow Action Processing, Operator Profile
- Introduction to flow action pre- and post-processing
- Pre- and post-processing in flow actions
- Configuring pre- and post-processing for flow actions
- Operator Profile
- Application and Access groups
Data Elements , Data Types
- Introduction to adding fields to a case type
- Data elements in PEGA applications
- Page Mode & Value Mode properties
- How to manage properties
- How to reference a property
- Defining properties
- User views
- Configuring user views
Data Modelling, Clip board Structure
- Introduction to data in memory
- Data storage in memory
- Clipboard
- Types of Pages in Clipboard
- pyWorkPage
- How to view clipboard data
- How to use and set property values with the Clipboard
- Tracer
Types of Inheritances
- Inheritance Types in PEGA
- What is Direct Inheritance & Pattern Inheritance
- Concept of Dual Inheritance
- Introduction to Class Structures
Configuring Data Transforms
- Manipulating case data
- Introduction to setting property values automatically
- Data transforms
- How to set values with data transforms
- How to set default property values
- Data transforms and super classing
Data Pages
- Introduction to Data Pages
- How to configure a Data Page
- Source data to Data Elements with Data Pages
- Load Management
Introduction to Activity
- Using Activity to define Business logic
- Configuring Activity
- How to Call One Activity from Another Activity
- Various methods in Activity
- Understanding the Difference between Call, Branch & Queue
Routing Assignments to Users
- Routing work to users
- How to route assignments
- Introduction to Worklist & Work Baskets
- How to configure custom routing
- Case approval configuration
- How to configure a single level approval
- How to configure cascading approvals
- Creating workgroup & workbasket
Configuring Decision Rules
- Decision points
- How to add a decision point to a process
- Decision Rules in PEGA.
- How to call Decision Rules
- When rule, Decision Table, Decision Tree & Map Value
- Expression Functions
Configuring Declare Rules
- Introduction to Declarative Processing
- Declare Expressions
- Declare Constraints
- Declare On Change
- Declare Trigger
- Declare Index
- Declare Collection
- Forward Chaining & Backward Chaining
Property Optimization
- Declare Index.
- Introduction to optimizing report data
- Data storage in PEGA applications
- Property optimization
- Optimizing properties for reporting
Report Definitions
- Reporting: Creating business reports
- Introduction to creating business reports
- The role of reports
- Business and process reports
- The Report Browser
- How to create a report
- How to organize report results
- Creating a report
- Organizing report results
Service level agreements
- Setting a service level
- Service level agreements
- How to add a service level to an assignment
- How to add a service level to a case
- How to add service levels throughout the case life cycle
Rule sets
- What is Ruleset
- Rule Set and Versioning
- How to create a new rule-set version
- How to lock a rule set version
- About Check-in, Check-out & Private edit
Validate Rules
- Introduction to validating user data
- Methods of data validation
- Validate rule
- Edit validate rule
- Configure validate rule and edit validate rule
- Validating a flow action using validate rule
Designing the Sections and Layouts
- How to build a section rule
- How to build a section for reuse
- Creating dynamic layouts in a section
- Using different types of layouts and controls
Correspondence
- Introduction to configuring and sending
- Correspondence
- Case communications
- Sending an email from a case
- How to configure correspondence rules
Unit testing rules
- Introduction to Unit testing rules
- Unit testing
- How to unit test a rule
Delegating rules
- Delegating Rule management to Business Users
- Business Rule delegation
- How to delegate rules to business users
Application Debugging
- Application Debugging Tools
- Clipboard
- Tracer
- Reviewing Log files
- Live UI
- Analyzing application performance
Security
- Application Security
- Managing Access control
- Adding roles to an access control model
- Managing access to individual rules
- Managing user access with access groups
Release management with PEGA Platform
- DevOps
- Continuous Integration
- DevOps Technology
- Deployment Manager
Styling an Application
- Introduction to styling an application
- Styling an application with skins
- How to customize an application appearance with skins
- Controlling application appearance with a skin
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Course Prerequisites
- Basic understanding of software development concepts, including object-oriented programming principles and relational database basics.
- Familiarity with the concepts of business process management (BPM) and customer relationship management (CRM).
- Fundamental knowledge of web application development, including understanding HTML and CSS for web user interface design.
- Ability to navigate and use a Windows-based computer proficiently, as the course may involve installing software and using complex software applications.
- An understanding of project management and software development life cycle (SDLC) is helpful but not mandatory.
Who can attend
- System Architects and System Analysts
- Software Developers and Engineers with a focus on business process management (BPM)
- IT Professionals looking to specialize in case management solutions
- Technical Project Managers overseeing PEGA projects
- Business Analysts seeking to understand technical aspects of PEGA implementations
- Application Developers transitioning to PEGA Platform
- Quality Assurance Specialists involved in testing PEGA applications
- Technical Consultants providing PEGA-based solutions to clients
- Process Improvement Professionals interested in automating business policies with PEGA
- IT Graduates and Professionals wanting to gain PEGA certifications for career advancement
Number of Hours: 30hrs
Certification
- Certified PEGA System Architect (PCSA - PEGAPCSA86V1)
- Certified PEGA Senior System Architect (PCSSA - PEGAPCSSA86V1)
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- One to One Training
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- Mock Interviews
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- Materials
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- Virtual Live Experience
- Preparing for Certification
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