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Submission: On June 20 via manual from US — Scanned from DE
Submission: On June 20 via manual from US — Scanned from DE
Form analysis 6 forms found in the DOM
<form autocomplete="off" class="zDocsSearchBox
zDocsSubHeaderSearchBox" data-testid="zDocsSearchBox">
<div class="zDocsSearchBoxContainer">
<div class="zDocsSearchBoxFilters"><button class="zDocsSearchFiltersButton left dropdown-toggle
css-g931ng" type="button" data-toggle="collapse" aria-expanded="false" aria-label="Filter">Filter<svg class="ico-angle-arrow-right" aria-hidden="true">
<use xlink:href="#ico-angle-arrow-right"></use>
</svg></button>
<div class=" zDocsSearchBoxFiltersMenu css-1krqyny">
<div class="zDocsSearchBoxFiltersMenuHead">
<h2>Filters</h2><a class="zDocsSearchBoxFiltersMenuHeadClearButton css-1krqyny" href="#" role="button">Clear All Filters</a>
</div>
<div class="zDocsSearchBoxFiltersMenuInner">
<div class="zDocsSearchBoxFiltersMenuInnerBody" id="filtersSearchBox">
<div>
<fieldset>
<legend data-toggle="collapse" aria-expanded="true" href="#searchBoxFilter_target_Version" aria-controls="searchBoxFilter_target_Version">
<h5>Version</h5><svg class="ico-angle-arrow-right" aria-hidden="true">
<use xlink:href="#ico-angle-arrow-right"></use>
</svg>
</legend>
<ul class="show" id="searchBoxFilter_target_Version">
<li>
<div>
<div data-testid="24" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="24-searchbox" name="24"><label class=" css-cinqea" for="24-searchbox">'24.1</label></div>
</div>
</li>
<li>
<div>
<div data-testid="8-9" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="8-9-searchbox" name="8-9"><label class=" css-cinqea" for="8-9-searchbox">'23</label></div>
</div>
</li>
<li>
<div>
<div data-testid="8-8" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="8-8-searchbox" name="8-8"><label class=" css-cinqea" for="8-8-searchbox">8.8</label></div>
</div>
</li>
<li>
<div>
<div data-testid="4-1" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="4-1-searchbox" name="4-1"><label class=" css-cinqea" for="4-1-searchbox">3.1.1</label></div>
</div>
</li>
<li>
<div>
<div data-testid="3-1" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="3-1-searchbox" name="3-1"><label class=" css-cinqea" for="3-1-searchbox">3.1</label></div>
</div>
</li>
<li>
<div>
<div data-testid="2-1" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="2-1-searchbox" name="2-1"><label class=" css-cinqea" for="2-1-searchbox">2.1</label></div>
</div>
</li>
<li>
<div>
<div data-testid="22-1" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="22-1-searchbox" name="22-1"><label class=" css-cinqea" for="22-1-searchbox">22.1</label></div>
</div>
</li>
<li>
<div>
<div data-testid="doc-arch" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="doc-arch-searchbox" name="doc-arch"><label class=" css-cinqea" for="doc-arch-searchbox">Archive</label></div>
</div>
</li>
</ul>
</fieldset>
<fieldset>
<legend data-toggle="collapse" aria-expanded="true" href="#searchBoxFilter_target_Products" aria-controls="searchBoxFilter_target_Products">
<h5>Products</h5><svg class="ico-angle-arrow-right" aria-hidden="true">
<use xlink:href="#ico-angle-arrow-right"></use>
</svg>
</legend>
<ul class="show" id="searchBoxFilter_target_Products">
<li>
<div>
<div data-testid="platform" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="platform-searchbox" name="platform"><label class=" css-cinqea" for="platform-searchbox">Pega Platform</label></div>
</div>
</li>
<li>
<div>
<div data-testid="agile-studio" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="agile-studio-searchbox" name="agile-studio"><label class=" css-cinqea" for="agile-studio-searchbox">Pega Agile
Studio</label></div>
</div>
</li>
<li>
<div>
<div data-testid="autonomic-event-services" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="autonomic-event-services-searchbox" name="autonomic-event-services"><label class=" css-cinqea"
for="autonomic-event-services-searchbox">Pega Autonomic Event Services</label></div>
</div>
</li>
<li>
<div>
<div data-testid="call" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="call-searchbox" name="call"><label class=" css-cinqea" for="call-searchbox">Pega Call</label></div>
</div>
</li>
<li>
<div>
<div data-testid="care-management" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="care-management-searchbox" name="care-management"><label class=" css-cinqea" for="care-management-searchbox">Pega Care
Management</label></div>
</div>
</li>
<li>
<div>
<div data-testid="certification-licensing" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="certification-licensing-searchbox" name="certification-licensing"><label class=" css-cinqea"
for="certification-licensing-searchbox">Pega Certification and Licensing for Government</label></div>
</div>
</li>
<li>
<div>
<div data-testid="claims-repair" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="claims-repair-searchbox" name="claims-repair"><label class=" css-cinqea" for="claims-repair-searchbox">Pega Claims
Repair for Healthcare</label></div>
</div>
</li>
<li>
<div>
<div data-testid="claims-workstation" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="claims-workstation-searchbox" name="claims-workstation"><label class=" css-cinqea"
for="claims-workstation-searchbox">Pega Claims Workstation for Healthcare</label></div>
</div>
</li>
<li>
<div>
<div data-testid="claims" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="claims-searchbox" name="claims"><label class=" css-cinqea" for="claims-searchbox">Pega Claims for Insurance</label></div>
</div>
</li>
<li>
<div>
<div data-testid="client-lifecycle-management" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="client-lifecycle-management-searchbox" name="client-lifecycle-management"><label class=" css-cinqea"
for="client-lifecycle-management-searchbox">Pega Client Lifecycle Management for Financial Services</label></div>
</div>
</li>
<li>
<div>
<div data-testid="cloud" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="cloud-searchbox" name="cloud"><label class=" css-cinqea" for="cloud-searchbox">Cloud</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-cloud" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-cloud-searchbox" name="pega-cloud"><label class=" css-cinqea" for="pega-cloud-searchbox">Pega Cloud</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-cloud-government" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-cloud-government-searchbox" name="pega-cloud-government"><label class=" css-cinqea"
for="pega-cloud-government-searchbox">Pega Cloud for Government</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-collections" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-collections-searchbox" name="pega-collections"><label class=" css-cinqea" for="pega-collections-searchbox">Pega
Collections</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-common-data-model" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-common-data-model-searchbox" name="pega-common-data-model"><label class=" css-cinqea"
for="pega-common-data-model-searchbox">Pega Common Data Model</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-configure-price-quote" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-configure-price-quote-searchbox" name="pega-configure-price-quote"><label class=" css-cinqea"
for="pega-configure-price-quote-searchbox">Pega Configure Price Quote for Communications</label></div>
</div>
</li>
<li>
<div>
<div data-testid="credit-risk-decisioning" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="credit-risk-decisioning-searchbox" name="credit-risk-decisioning"><label class=" css-cinqea"
for="credit-risk-decisioning-searchbox">Pega Credit Risk Decisioning</label></div>
</div>
</li>
<li>
<div>
<div data-testid="customer-decision-hub" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="customer-decision-hub-searchbox" name="customer-decision-hub"><label class=" css-cinqea"
for="customer-decision-hub-searchbox">Pega Customer Decision Hub</label></div>
</div>
</li>
<li>
<div>
<div data-testid="customer-service" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="customer-service-searchbox" name="customer-service"><label class=" css-cinqea" for="customer-service-searchbox">Pega
Customer Service</label></div>
</div>
</li>
<li>
<div>
<div data-testid="extender-salesforce" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="extender-salesforce-searchbox" name="extender-salesforce"><label class=" css-cinqea"
for="extender-salesforce-searchbox">Pega Extender for Salesforce.com</label></div>
</div>
</li>
<li>
<div>
<div data-testid="foundation-communications" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="foundation-communications-searchbox" name="foundation-communications"><label class=" css-cinqea"
for="foundation-communications-searchbox">Pega Foundation for Communications</label></div>
</div>
</li>
<li>
<div>
<div data-testid="foundation-financial-services" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="foundation-financial-services-searchbox" name="foundation-financial-services"><label class=" css-cinqea"
for="foundation-financial-services-searchbox">Pega Foundation for Financial Services</label></div>
</div>
</li>
<li>
<div>
<div data-testid="foundation-healthcare" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="foundation-healthcare-searchbox" name="foundation-healthcare"><label class=" css-cinqea"
for="foundation-healthcare-searchbox">Pega Foundation for Healthcare</label></div>
</div>
</li>
<li>
<div>
<div data-testid="foundation-insurance" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="foundation-insurance-searchbox" name="foundation-insurance"><label class=" css-cinqea"
for="foundation-insurance-searchbox">Pega Foundation for Insurance</label></div>
</div>
</li>
<li>
<div>
<div data-testid="foundation-life-sciences" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="foundation-life-sciences-searchbox" name="foundation-life-sciences"><label class=" css-cinqea"
for="foundation-life-sciences-searchbox">Pega Foundation for Life Sciences</label></div>
</div>
</li>
<li>
<div>
<div data-testid="foundation-manufacturing" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="foundation-manufacturing-searchbox" name="foundation-manufacturing"><label class=" css-cinqea"
for="foundation-manufacturing-searchbox">Pega Foundation for Manufacturing</label></div>
</div>
</li>
<li>
<div>
<div data-testid="fulfillment-control-center" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="fulfillment-control-center-searchbox" name="fulfillment-control-center"><label class=" css-cinqea"
for="fulfillment-control-center-searchbox">Pega Fulfillment Control Center for Communications</label></div>
</div>
</li>
<li>
<div>
<div data-testid="knowledge-buddy" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="knowledge-buddy-searchbox" name="knowledge-buddy"><label class=" css-cinqea" for="knowledge-buddy-searchbox">Pega
GenAI Knowledge Buddy</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-government-platform" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-government-platform-searchbox" name="pega-government-platform"><label class=" css-cinqea"
for="pega-government-platform-searchbox">Pega Government Platform</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-know-your-customer" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-know-your-customer-searchbox" name="pega-know-your-customer"><label class=" css-cinqea"
for="pega-know-your-customer-searchbox">Pega Know Your Customer</label></div>
</div>
</li>
<li>
<div>
<div data-testid="knowledge" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="knowledge-searchbox" name="knowledge"><label class=" css-cinqea" for="knowledge-searchbox">Pega Knowledge</label></div>
</div>
</li>
<li>
<div>
<div data-testid="marketing" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="marketing-searchbox" name="marketing"><label class=" css-cinqea" for="marketing-searchbox">Pega Marketing</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-mobile" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-mobile-searchbox" name="pega-mobile"><label class=" css-cinqea" for="pega-mobile-searchbox">Pega Mobile
Client</label></div>
</div>
</li>
<li>
<div>
<div data-testid="next-best-action-advisor" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="next-best-action-advisor-searchbox" name="next-best-action-advisor"><label class=" css-cinqea"
for="next-best-action-advisor-searchbox">Pega Next-Best-Action Advisor</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pharmacovigilance" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pharmacovigilance-searchbox" name="pharmacovigilance"><label class=" css-cinqea"
for="pharmacovigilance-searchbox">Pega Pharmacovigilance</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-diagnostic-center" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-diagnostic-center-searchbox" name="pega-diagnostic-center"><label class=" css-cinqea"
for="pega-diagnostic-center-searchbox">Pega Diagnostic Center</label></div>
</div>
</li>
<li>
<div>
<div data-testid="process-fabric-hub" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="process-fabric-hub-searchbox" name="process-fabric-hub"><label class=" css-cinqea"
for="process-fabric-hub-searchbox">Pega Process Fabric Hub</label></div>
</div>
</li>
<li>
<div>
<div data-testid="process-ai" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="process-ai-searchbox" name="process-ai"><label class=" css-cinqea" for="process-ai-searchbox">Pega Process AI</label></div>
</div>
</li>
<li>
<div>
<div data-testid="pega-process-mining" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="pega-process-mining-searchbox" name="pega-process-mining"><label class=" css-cinqea"
for="pega-process-mining-searchbox">Pega Process Mining</label></div>
</div>
</li>
<li>
<div>
<div data-testid="product-composer" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="product-composer-searchbox" name="product-composer"><label class=" css-cinqea" for="product-composer-searchbox">Pega
Product Composer</label></div>
</div>
</li>
<li>
<div>
<div data-testid="robot-manager" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="robot-manager-searchbox" name="robot-manager"><label class=" css-cinqea" for="robot-manager-searchbox">Pega Robot
Manager</label></div>
</div>
</li>
<li>
<div>
<div data-testid="robotic-automation" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="robotic-automation-searchbox" name="robotic-automation"><label class=" css-cinqea"
for="robotic-automation-searchbox">Pega Robotic Automation</label></div>
</div>
</li>
<li>
<div>
<div data-testid="sales-automation" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="sales-automation-searchbox" name="sales-automation"><label class=" css-cinqea" for="sales-automation-searchbox">Pega
Sales Automation</label></div>
</div>
</li>
<li>
<div>
<div data-testid="sales-automation-statutory-healthcare" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="sales-automation-statutory-healthcare-searchbox"
name="sales-automation-statutory-healthcare"><label class=" css-cinqea" for="sales-automation-statutory-healthcare-searchbox">Pega Sales Automation for Statutory Healthcare</label></div>
</div>
</li>
<li>
<div>
<div data-testid="smart-claims-engine" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="smart-claims-engine-searchbox" name="smart-claims-engine"><label class=" css-cinqea"
for="smart-claims-engine-searchbox">Pega Smart Claims Engine</label></div>
</div>
</li>
<li>
<div>
<div data-testid="smart-investigate" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="smart-investigate-searchbox" name="smart-investigate"><label class=" css-cinqea"
for="smart-investigate-searchbox">Pega Smart Investigate for Payments</label></div>
</div>
</li>
<li>
<div>
<div data-testid="underwriting-commercial-insurance" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="underwriting-commercial-insurance-searchbox" name="underwriting-commercial-insurance"><label
class=" css-cinqea" for="underwriting-commercial-insurance-searchbox">Pega Underwriting for Commercial Insurance</label></div>
</div>
</li>
<li>
<div>
<div data-testid="underwriting-group-benefits" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="underwriting-group-benefits-searchbox" name="underwriting-group-benefits"><label class=" css-cinqea"
for="underwriting-group-benefits-searchbox">Pega Underwriting for Group Benefits</label></div>
</div>
</li>
<li>
<div>
<div data-testid="underwriting-insurance" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="underwriting-insurance-searchbox" name="underwriting-insurance"><label class=" css-cinqea"
for="underwriting-insurance-searchbox">Pega Underwriting for Insurance</label></div>
</div>
</li>
<li>
<div>
<div data-testid="underwriting-life-insurance" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="underwriting-life-insurance-searchbox" name="underwriting-life-insurance"><label class=" css-cinqea"
for="underwriting-life-insurance-searchbox">Pega Underwriting for Life Insurance</label></div>
</div>
</li>
<li>
<div>
<div data-testid="underwriting-personal-insurance" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="underwriting-personal-insurance-searchbox" name="underwriting-personal-insurance"><label
class=" css-cinqea" for="underwriting-personal-insurance-searchbox">Pega Underwriting for Personal Insurance</label></div>
</div>
</li>
<li>
<div>
<div data-testid="warranty" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="warranty-searchbox" name="warranty"><label class=" css-cinqea" for="warranty-searchbox">Pega Warranty</label></div>
</div>
</li>
<li>
<div>
<div data-testid="workforce-intelligence" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="workforce-intelligence-searchbox" name="workforce-intelligence"><label class=" css-cinqea"
for="workforce-intelligence-searchbox">Pega Workforce Intelligence</label></div>
</div>
</li>
<li>
<div>
<div data-testid="smart-dispute-for-issuers" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="smart-dispute-for-issuers-searchbox" name="smart-dispute-for-issuers"><label class=" css-cinqea"
for="smart-dispute-for-issuers-searchbox">Smart Dispute for Issuers</label></div>
</div>
</li>
</ul>
</fieldset>
<fieldset>
<legend data-toggle="collapse" aria-expanded="true" href="#searchBoxFilter_target_Capability" aria-controls="searchBoxFilter_target_Capability">
<h5>Capability</h5><svg class="ico-angle-arrow-right" aria-hidden="true">
<use xlink:href="#ico-angle-arrow-right"></use>
</svg>
</legend>
<ul class="show" id="searchBoxFilter_target_Capability">
<li>
<div>
<div data-testid="admin-studio" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="admin-studio-searchbox" name="admin-studio"><label class=" css-cinqea" for="admin-studio-searchbox">Admin Studio</label>
</div>
</div>
</li>
<li>
<div>
<div data-testid="agent-assisted-channels" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="agent-assisted-channels-searchbox" name="agent-assisted-channels"><label class=" css-cinqea"
for="agent-assisted-channels-searchbox">Agent-assisted Channels</label></div>
</div>
</li>
<li>
<div>
<div data-testid="agent-desktop" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="agent-desktop-searchbox" name="agent-desktop"><label class=" css-cinqea" for="agent-desktop-searchbox">Agent
Desktop</label></div>
</div>
</li>
<li>
<div>
<div data-testid="app-factory" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="app-factory-searchbox" name="app-factory"><label class=" css-cinqea" for="app-factory-searchbox">App Factory</label></div>
</div>
</li>
<li>
<div>
<div data-testid="app-studio" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="app-studio-searchbox" name="app-studio"><label class=" css-cinqea" for="app-studio-searchbox">App Studio</label></div>
</div>
</li>
<li>
<div>
<div data-testid="artificial-intelligence" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="artificial-intelligence-searchbox" name="artificial-intelligence"><label class=" css-cinqea"
for="artificial-intelligence-searchbox">Artificial Intelligence</label></div>
</div>
</li>
<li>
<div>
<div data-testid="business-simulations" class="zDocsCheckbox "><input type="checkbox" class="form-check-input" id="business-simulations-searchbox" name="business-simulations"><label class=" css-cinqea"
for="business-simulations-searchbox">Business Simulations</label></div>
</div>
</li>
<li>
<div>
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TABLE OF CONTENTS
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* Pega Platform
* Release notes
* Application development
* Case Management
* Conversational channels
* Digital Messaging
* Data integration
* Decision management
* DevOps and automated testing
* Generative AI
* Mobile
* Insights and Reporting
* Security
* System administration
* User experience
* Constellation UI
* Traditional UI
* Issues resolved with update impact
* Existing known issues
* Removed or deprecated features and deployment options
* Get started
* Low-code application development and the Pega Express delivery approach
* App Studio overview
* Building an application
* Creating applications
* Inviting collaborators to your application
* Editing application details in App Studio
* Creating a Microjourney for customer success
* Application update scenarios for the Pega Express delivery approach
* Adding Case Types to organize work
* Creating a top-level Case Type
* Creating a Primary Stage
* Adding a sequential Process to a Stage
* Adding Steps to Processes
* Adding Personas to organize users
* More about Personas
* Creating Personas
* Creating Personas with AI
* Associating Personas with Case Types
* Associating Personas with Channels
* Granting Personas access to Channels and pages
* Configuring access options for a Persona
* Creating Personas with developer Portal access
* Providing information about application user
* Adding data objects to organize data
* Associating data objects with Case Types
* Implementing draft data objects
* Associating attachment categories with Case Types
* The Microjourney in the Pega Express delivery approach FAQ
* Designing and tracking Microjourney development
* Estimating application development
* Adopting feature-driven development
* Feature order
* Creating features
* Creating subfeatures
* Reviewing application features
* Changing feature levels
* Requesting feature enhancements
* Creating bugs to report feature defects
* Triaging a feedback item
* Associating Rules with features
* Associating a feature with a work item
* Skimming features to the latest version
* Deleting a feature
* Managing application inventory
* Feature-driven development tracking
* Agile Workbench
* Integrating Agile Workbench with Pega Agile Studio
* Creating stories
* Creating stories in bulk
* Setting your current work item
* Changing statuses of work items
* Collaborating with development teams
* Integrating Agile Workbench with Jira in Pega Platform from 8.3.x
* Integrating Agile Workbench with Jira in Pega Platform 8.1.x to 8.2.x
* Integrating Agile Workbench with Jira in Pega Platform 7.3.x to 7.4.x
* Defining application behavior
* Differences in naming between App Studio and Dev Studio
* Application development
* Introduction to application development
* App Studio overview
* Dev Studio overview
* Admin Studio overview
* Prediction Studio overview
* Changing your studio
* Exploring application-editing mode
* Building your first application
* Creating a new application from a Blueprint
* Using development aids
* Extending the Knowledge tab
* Creating user stories from checklists (application guides)
* Creating applications
* Inviting collaborators to your application
* Configuring advanced settings for new applications
* Switching between applications
* Adding the My Applications gadget
* Switching between applications in Dev Studio
* Exploring the Application Definition
* Adding built-on applications
* Best practices for using multiple built-on applications
* Application stack hierarchy for multiple built-on applications
* Configuring advanced application settings
* Managing application Cases and data
* Configuring applications for reuse
* Setting your application password
* Security tab of the Application Definition
* Specifying the content of application documentation
* Basic requirements for deploying public-facing applications
* Restricting access to operator information in Pega 8.5
* Restricting access to operator information in public-facing
applications in Pega Platform 8.4 and earlier
* Best practices for compliance and updatability
* Best practices for Pega Infinity application development
* Customizing the App Studio navigation pane
* Understanding Personas and access management
* Operators
* Creating an operator ID
* Defining user contact information and application access
* Defining work routing settings for an operator
* Defining operator availability
* Defining security information for an operator
* Deleting operators
* Creating a Work Queue
* Creating work groups
* Updating the organizational structure by using the organizational chart
* Learning about Access Groups
* Viewing Access Groups and operators
* Creating an Access Group
* Assigning work pools to an Access Group
* Work Pools and Access Groups
* Granting Portal access to an Access Group
* Configuring tools access
* Viewing tools authorizations in all Access Groups
* Viewing tools authorization for a single Access Group
* Editing tools authorization for a single Access Group
* Designing applications for reuse and extension
* Managing reusable assets in the Reuse Library
* Relevant records for Rule reuse
* Managing relevant records
* Marking a record as relevant
* Adding a relevant record to a specified class in your application
* Marking relevant records as active or inactive
* Components
* Installing components
* Enabling components
* Disabling components
* Creating a component
* Documenting a component
* Packaging a component
* Shared Ruleset
* Components
* Creating a Configuration Set
* Best practices for Configuration Sets
* Creating Configurations
* Authoring decision trees in Configurations in App Studio
* Adding Administration landing page to an application
* Technical considerations for Configuration Sets
* Referencing properties
* Naming conventions for properties
* Configuring page, page group, and page list properties
* Application modularization, encapsulation, and naming for better reuse
and maintenance
* Building logic and calculating values in your application
* Creating an activity
* Configuring steps in an activity
* Activity form - Completing the Steps tab - Entering Method parameters
* Activity form - Completing the Steps tab - Entering preconditions
* Defining step transitions in an activity
* Testing method results using a transition
* Repeating steps in an activity
* Calling an Automation from an activity
* Best practices for writing activities for background jobs
* Security tab on the Activity form
* Defining the local variables for an activity
* Activity form - how to create activities for Processes
* Intelligent routing
* Unit testing an activity
* Clipboard contents created from activity unit tests
* Testing an activity in context
* Constraints Rules
* Creating constraints Rules
* Constraints form - Completing the Constraints tab
* Constraints form - Completing the Pages & Classes tab
* More about Constraints Rules
* Data Transforms
* Creating a Data Transform
* Configuring a Data Transform
* Data Transform actions for Clipboard
* Data Transform actions for JSON
* Data Transform form - Append and Map to action
* Data Transform form - Append to action
* Data Transform form - Apply Data Transform action
* Data Transform form - Auto-map action
* Data Transform form - For Each Page In and Exit For Each actions
* Data Transform form - Remove action
* Data Transform form - Set action
* Data Transform form - Sort action
* Data Transform form - Update Page action
* Data Transform form - When, Otherwise, and Otherwise When actions
* Configuring the JSON Data Transforms settings column on the Data
Transform form
* Data Transform form - Completing the Pages & Classes tab
* Adding Data Transform to a Process
* Standard Data Transforms
* More about Data Transforms
* Unit testing a Data Transform
* Creating a Data Transform in App Studio
* Decision tables
* Creating decision tables
* Specifying pages and classes of a decision table Rule
* Configuring additional options for a decision table
* Calculating values with decision tables in App Studio
* More about decision tables
* Unit testing a decision table
* Debugging decision tables with the Tracer
* Decision trees
* Creating decision trees
* Completing the Decision tab (Advanced format)
* Completing the Decision tab (Basic format)
* Completing the Pages & Classes tab
* Completing the Configuration tab
* More about Decision Trees
* Configuring property evaluation in a decision tree
* Unit testing a decision tree
* Debugging decision trees with the Tracer
* Declare Expression Rules
* Creating Declare Expression Rules
* Defining Expressions in Declare Expression Rules
* Specifying pages and classes for a declare expression
* More about Declare Expression Rules
* Declare Expression form - Completing the Change Tracking tab
* Supported and unsupported configurations in simplified declare
expressions
* Viewing the declarative network
* Testing Rules in the Declarative Network Viewer
* Declare OnChange Rules
* Creating Declare OnChange Rules
* Declare OnChange form - Completing the OnChange Properties tab
* Declare OnChange form - Completing the Pages & Classes tab
* More about Declare OnChange Rules
* How to implement business exception processing with policy overrides
* Declare Trigger Rules
* Creating Declare Trigger Rules
* Declare Trigger form - Completing the Pages and Classes tab
* More about Declare Trigger Rules
* Map values
* Map values
* Completing the Matrix tab
* Completing the Configuration tab
* Completing the Pages & Classes tab
* More about map values
* Unit testing a map value
* Configuring rows and columns in a map value
* Validations for ensuring data integrity
* When Condition Rules
* Creating a When Rule
* Defining conditions for a When Rule
* Editing a When Rule in the legacy mode
* Configuring advanced options of a When Rule
* Specifying pages and classes of a When Rule
* More about When Condition Rules
* Performing unit testing on a When Rule
* Debugging When Rules with the Tracer tool
* Defining Conditions in the Condition builder
* Expression Builder
* Building Expressions with the Expression Builder
* Expressions
* Examples of Expressions
* Constants in Expressions
* Functions in Expressions
* Displaying all Functions in the Expression Builder
* Defining URL patterns for Cases
* Developing applications in Branches
* Implementing branched application development
* Creating a development application
* Adding development Branches to your application
* Final Rules and utility Functions in branched development
* Developing Branches with libraries and Functions
* Adding system Branches
* Creating Branch Rulesets
* Branch operations
* Setting Branch development preferences
* Viewing Branch quality and Branch contents
* Understanding Branch quality metrics
* Reordering Branches
* Locking a Branch
* Packaging a Branch
* Removing a Branch from an application
* Deleting a Branch from the system
* Branch reviews
* Creating a Branch review
* Modifying a Branch review
* Deleting a Branch review
* Closing a Branch review
* Reopening a Branch review
* Reviewing Branches
* Merging Branches into target Rulesets
* Conflicts and warnings in the Merge Branches wizard
* Conflicts in the Merge Branches wizard
* Resolving conflicts in the Merge Branches wizard
* Addressing warnings in the Merge Branches wizard
* Branch merge process customization
* Branches and unlocked Rulesets
* Branches and Branch Rulesets
* Delivering application documentation
* Documenting your application
* Creating project documents for stakeholders
* Exporting a Data Model into a document
* Contents of application overview and Data Model documents
* Creating project documents for stakeholders in Dev Studio
* Changing the style of a project document
* Changing the structure of a project document
* Creating a guide for application developers and administrators
* Describing features to end users
* Creating content for a guided tour
* Associating content with a feature in a guided tour
* Integrating a guided tour with your application
* Troubleshooting tools and techniques
* Improving your compliance score
* Analyzing a compliance score
* Resolving an application warning
* Justifying an application warning
* Reviewing user interface components
* Exporting compliance data
* Scheduling a compliance report
* Monitoring project compliance
* Compliance score logic
* Unit testing individual Rules
* Troubleshooting newly created Rules
* Application debugging by using the Tracer tool
* Tracer best practices
* Tracer disk usage FAQ
* Configuring trace conditions
* Configuring Tracer settings
* Tracer events to trace
* Tracer event types to trace
* Rulesets to trace
* Reducing Tracer event output
* Setting the number of lines to display in Tracer
* Adjusting the buffer size of the Tracer header
* Tracer event queue overflows
* Sending Tracer output to a file
* Setting breakpoints in the Tracer tool
* Setting watch variables in the Tracer tool
* Selecting a session to trace
* Tracing and capturing events
* Tracing services
* Cluster-wide tracing of service Rules
* Viewing Tracer results in the Tracer window
* Offline debugging by using Pega-TracerViewer
* Clipboard tool
* Using the Clipboard tool
* Setting property values with the Clipboard tool
* Adding a user page to the Clipboard
* Measuring Clipboard size
* Indirect pages
* Viewing Clipboard Pages created by unit testing a Rule
* Troubleshooting long-lived Clipboard Pages
* My Alerts display
* Parsing the alert log
* Suppressing sensitive data in alerts
* Summarizing the alert log
* Alerts
* Alert format
* Viewing and resolving errors
* Viewing in-progress and completed wizards
* Creating connector simulators
* The DateTime parse tester tool
* About the bulk Revalidate and Save tool
* Validation tool
* Using the Revalidate and Save tool
* Application Structure landing page
* Ruleset Stack tab
* Ruleset Prerequisites tab
* Referencing Applications tab
* Access Groups & Users tab
* Other Applications tab
* Pega GenAI Autopilot in application development
* Case Management
* Introduction to Case Management
* Identifying Case Type elements
* Understanding Case hierarchy
* Identifying people involved in Case Types
* Building Case Types
* Providing data for Cases
* Understanding and complying with Case Management best practices
* Automating work by creating Case Types
* Case Types
* Creating a Case Type with Autopilot
* Creating a Case Type manually
* Creating a Constellation Case Type in a traditional UI application
* Reusing a Constellation Case Type from an existing application
* Limitations when using Constellation with traditional UI
* Creating a child Case Type
* Creating child Case Types in Dev Studio
* Creating a Case Type Rule form in Dev Studio
* Remote Case Types
* Establishing trust between applications for Remote Case Types
* Configuring a producer system for Remote Case Types
* Configuring a consumer system for Remote Case Types
* Creating Remote Case Types
* Updating connection details for Remote Case Types
* Fetching a list of selected Remote Cases
* Error messages for Remote Case Types
* Creating Cases with a web embed
* Case Life Cycle elements
* Stages in a Case Life Cycle
* The Create Stage
* The Create Stage FAQ
* Adding the Create Stage to existing Case Types
* Technical considerations for the Create Stage in existing Case
Types
* Creating a Primary Stage
* Creating an Alternate Stage
* Defining the entrance criteria for a Stage
* Configuring a Case resolution
* Defining Conditions for skipping a Stage
* Removing a Stage
* Best practices for Stages
* Processes in a Case Life Cycle
* Adding a sequential Process to a Stage
* Adding Steps to Processes
* Adding a parallel Process to a Stage
* Defining Conditions for starting a Process
* Conditionally starting a Process
* Configuring navigation to a previous Step
* Removing a Process from a Stage
* Draft mode of Case Processes
* Steps in a Case Life Cycle
* Step types
* Collecting information from a user
* Assigning tasks to users
* Assigning users automatically at run time with business logic
* Configuring custom business logic-based routing
* Configuring custom routing logic for Assignments
* Adding instructions to Assignments
* Adding a Multi-step Form to a Stage
* Requesting approval from users
* Requesting approval by email and push notifications
* Configuring cascading approvals
* Configuring approvals with an authority matrix
* Adding an automated Step to a Process
* Attaching content to a Case
* Creating a PDF from Case data
* Creating contextual Cases
* Creating contextual Cases in Traditional UI applications
* Collecting digital signatures in a Case
* Finding duplicate Cases
* Generating Case documents
* Case documents tags
* Case documents specifications
* Case documents error messages
* Activities for integrating Cases with Excel documents
* Tags for generating .docx documents through APIs
* Moving a Case to a different Stage
* Pausing and resuming Processes in Cases
* Adding optional Actions to paused Processes
* Persisting temporary Cases
* Populating Case data with a Data Transform
* Populating Case data with personalized AI-generated information
* Posting messages to a Case
* Preloading a Data Page
* Running a queued background process in a Case
* Running a questionnaire in a Case
* Sending event notifications from Cases
* Sending automatic emails from Cases
* Sending push notifications from Cases
* Saving data in a Data Page as part of a Case Life Cycle
* Updating Case information
* Skipping forms to collect information before Case processing
* Extending a Data Model for a Case
* Creating fields for capturing data
* Primary Fields
* Configuring Primary Fields
* Embedding data in a Case
* Referencing a Case Type
* Querying a Data Page
* Validating Case data
* Classifying Cases by predicting field values
* Designing the UI in Case Types
* Restricting user input in a field
* Validating field values on a form
* Validating field input in complex scenarios
* Adding a Validation Rule to a Flow Action
* Validating character patterns
* Configuring and tailoring Case Types
* Configuring Case Type settings
* Configuring general Case Type settings
* Selecting a license category for a Case Type
* Customizing the Case icon
* Changing the Case ID format
* Tracking Case workers based on geolocation data
* Providing the Get Next Work link in a Case
* Creating temporary Cases
* Creating temporary Cases on a Case Type Rule form
* Configuring collaboration settings
* Enabling Case tags
* Enabling Case following
* Configuring Pulse for Case Types
* Enabling field-level auditing
* Packaging Rules and data that contain field-level auditing
information
* The extension point for field-level auditing
* Displaying the index keys of audited properties in the field-level
auditing layout
* Enabling Pega GenAI Coach
* Creating a new Pega GenAI Coach
* Setting definitions for Pega GenAI Coach
* Adding a data source to a Pega GenAI Coach
* Sharing data between parent and child Cases
* Initializing data at Case creation
* Initializing data at Case creation in Dev Studio
* Configuring Case creation
* Enabling automatic creation of child Cases
* Enabling automatic conditional creation of child Cases
* Enabling creation of Cases by email
* Email account limitations
* Creating a Case by using an API
* Defining default data sources
* Managing concurrent access to a Case
* Overriding the locking strategy of a child Case
* Locking stand-alone Cases
* Notifying Case participants about Case events
* Sending email notifications about Assignments routed to a user's
Worklist
* Sending push notifications about Assignments routed to a user's
Worklist and missed SLAs.
* Sending confirmations of completed Assignments
* Sending custom notifications about new Assignments
* Disabling Assignment notifications
* Configuring Case participants
* Predicting Case Outcomes
* Including indexed data during Case search
* Configuring complex Processes
* Creating a stand-alone Process
* Process shapes
* Connecting shapes in a Process
* Shape icons in a Process
* Types of Processes
* Assignment shapes in Processes
* Annotating a Process
* Keyboard shortcuts for Processes
* Creating a Screen Flow
* Changing the path of a Process
* Adding Decisions to Processes
* Types of decision logic
* Changing the decision logic in a Process
* Adding a conditional path to a Process
* Adding a conditional path to an Assignment
* Adding a results-based path to a Process
* Subprocesses
* Calling one Process from another Process
* Adding additional configuration to a Subprocess
* Running multiple instances of different Subprocesses with a Split
Join shape
* Running multiple instances of the same Subprocess with a Split for
Each shape
* Flow Actions
* Creating Flow Actions
* Defining the run-time presentation of Flow Actions
* Configuring pre-processing for a Flow Action
* Configuring post-processing for a Flow Action
* Configuring back-to-back processing for a Flow Action
* Configuring Action buttons for a Flow Action
* Configuring indicator for a Flow Action
* Aligning Views to Flow Actions through naming
* Managing Case Types
* Importing a Case Type
* Renaming Case Types
* Deleting Case Types
* Automated and intelligent work assignment with Get Next Work
* Enabling Get Next Work button on a landing page
* Get Next Work customization
* Changing Case Statuses
* Case Status values
* Defining a Case Status
* Standard Rules and extension points for Case Status
* Changing a Stage with open Assignments
* Completing work on time
* Urgency
* Setting SLAs for Cases
* Setting SLAs for Stages, Processes, and Steps
* Adjusting initial Urgency for an Assignment
* Creating an SLA Rule
* Configuring delayed service-level processing
* Defining an escalation Action for a Case
* Defining an escalation Action for a Stage and Process
* Defining an escalation Action for an incomplete Assignment
* Engaging and notifying stakeholders
* Creating a Notification Rule
* Notification delivery Channels
* Configuring a Web gadget notification delivery Channel for Portal
notifications
* Configuring an email notification delivery Channel
* Configuring a mobile notification delivery Channel
* Configuring additional parameters for notifications delivery Channels
* Displaying application-specific correspondence
* Adding a custom notification Channel
* Empowering Case workers
* Responding to business exceptions in a workflow
* Creating a ticket
* Policy overrides and suspended work items
* Configuring and working with optional user Actions in Case Types
* Adding optional Actions to Cases
* Adding optional Actions to Stages
* Displaying optional Actions conditionally
* Adding supporting optional Processes to Cases
* Adding supporting optional Processes to Stages
* Displaying supporting Processes Conditionally
* Preparing for collaboration with users by using Pulse
* Adding the Pulse gadget to your application
* Enabling users to post messages in the activity feed
* Creating feed sources for activity feeds
* Adding feed sources to activity feeds
* Determining default feed sources
* Configuring the display of feed sources
* Configuring Pulse email notifications
* Configuring Pulse feed sources for Constellation
* Configuring a private Pulse in Constellation
* Markdown in Pulse
* Integrating Cases with external resources
* Integrating a Case with an external resource
* Assigning a task to a robotic Work Queue
* Assigning a task to an external application
* Connecting a Process to an external application
* Running a decision strategy from a Process
* Calling an activity or Automation from a Process
* Collecting information from an external user
* Configuring Directed Web Access
* Enabling Cases for creation through web and chat Channels
* Sourcing attachments from external storage
* Storing attachments in an external storage
* Designing questionnaires
* Creating a questionnaire
* Adding a question page to a questionnaire
* Adding a question to a question page
* Formatting text boxes in a questionnaire
* Formatting a picklist in a questionnaire
* Formatting a checklist in a questionnaire
* Formatting a slider in a questionnaire
* Formatting a radio button matrix in a questionnaire
* Formatting a currency question in a questionnaire
* Formatting a decimal question in a questionnaire
* Scoring answers in a questionnaire
* Best practices for creating questionnaires
* Running a questionnaire in a Case
* Fine-tuning your questionnaire
* Making a question required in a questionnaire
* Conditionally displaying a question in a questionnaire
* Conditionally displaying a question page in a questionnaire
* Displaying questions in a read-only mode
* Validating answers in a questionnaire
* Displaying a warning in a questionnaire
* Changing the run-time order of questions in a questionnaire
* Displaying a block of text in a question page
* Visualizing questionnaire data by creating Insights in Constellation
* Using advanced questionnaire features in Dev Studio
* Creating a stand-alone question with a single answer
* Creating a stand-alone question with multiple answers
* Reusing answers in questions
* Creating questions in bulk
* Populating a question template
* Importing a question template
* Troubleshooting question template errors
* Asking a question in a Case
* Asking a group of related questions in a Case
* Creating reports based on questionnaires in Dev Studio
* Securing Case access
* Configuring Case Type access
* Viewing authorizations for Case Type items in a single Access Group
* Editing authorizations for Case Type items in a single Access Group
* Viewing authorizations for Case Type items in all Access Groups
* Viewing authorizations for Processes and Flow Actions in a single
Access Group
* Editing authorizations for Processes and Flow Actions in a single
Access Group
* Controlling access to Case attachments
* Categorizing Case attachments
* Attachment types
* Restricting user actions for Case attachments
* Extension points and supporting Rules for attachments
* Best practices for compliance and updatability
* Interacting with Cases at run time
* Creating and managing Cases
* Out-of-the-box Portal features for creating and managing Cases
* Creating Cases
* Creating Cases from optional Actions
* Creating ad hoc Cases
* Creating ad hoc Assignments
* Transferring an Assignment
* Reopening a resolved Case
* Bulk processing
* Case tagging
* Following a Case
* Managing Case followers
* Setting notification preferences
* Best practices for managing interactions between parent and child Cases
* Creating tools for facilitated work processing
* Configuring teams
* Collaborating on Cases
* Collaborating with users by using Pulse
* Posting a message in Pulse
* Replying to a message in Pulse
* Restricting Case references in Pulse
* Tagging a message in Pulse
* Managing Pulse messages
* Creating a Task in Pulse
* Collaborating with users by using Spaces
* Collaborating on shared content by using documents
* Creating a document in an application
* Discussing and managing a document
* Data management and integration
* Data modeling
* Basic concepts in data modeling
* Configuring a basic data object
* Fields as building blocks for data objects
* Data relationships
* Exploring the visual Data Model
* Updating your Data Model
* Renaming a data object
* Changing the type of a field
* Troubleshooting field errors
* Deleting a data object
* Deleting Data Records in bulk
* Adding a help icon to a field in Constellation
* Change the type of property Rule in a higher Ruleset version
* Managing your Data Model through SQL
* Inserting Data Records by using SQL
* Updating Data Records by using SQL
* Deleting Data Records by using SQL
* Managing the database by using data types
* Adding a database column by using the data type explorer in Dev
Studio
* Changing database column length by using the Integration Designer
* Data objects overview
* Creating a data object
* Creating a data object with AI
* Creating a data type in Dev Studio
* Omitting history snapshots for data types
* Viewing test cases for a data type
* Reusing CRM data types
* Connecting a data object to a system of record
* Integrating your application with an OData system of record
* Building data objects by connecting to an OData system of record
* Creating list views for externally-sourced data in Constellation user
interface
* Interfacing with OData from Pega Platform
* Creating a data object and connecting it to a system of record using
REST
* Providing authentication details
* Authenticating with basic or NTLM authentication
* Authenticating with OAuth 2.0
* Mapping fields for Data pages with AI
* Data mapping limitations
* Integrating with a REST API by using OpenAPI Specification
* Preparing your data for production
* Working with optional Actions in data objects
* Configuring the Create Case Action for data objects
* Data Object wizard errors
* Locked ruleset processing in the Data Object wizard
* Updating connections and field mappings for a data object
* Adding records to a data object
* Simulating data
* Replacing a simulated data source
* Turning on data source simulation
* Turning off data source simulation
* Integration systems
* Creating an integration system
* Changing an integration system icon
* Deleting an integration system
* Updating a data record
* Importing updates from a file
* Creating local data storage
* Configuring lists with local and external data
* Fixing database table generation
* Exporting data records
* Adding fields
* Adding single-value fields to forms
* Creating a calculated field
* Configuring fields associated with Case and data objects
* Adding alternate keys for external reference fields
* Field values
* Creating a field value
* Managing data and integrations with the Integration Designer
* Viewing the integration landscape
* Importing external data
* Best practices for preparing your files and data model for import
* Creating a Data Model from a spreadsheet
* Migrating application data
* Creating a migration configuration template
* Using the Data Import wizard
* Importing data from a file
* Applying business logic when importing data
* Troubleshooting import errors
* Customizing the import process
* Adding a custom import purpose
* Removing a custom import purpose
* Setting the default purpose for data imports
* Preventing users from selecting a data import purpose
* Skipping key validation
* Adding post processing to import
* Processing records and data before and after import
* Importing data by using an API
* Adding data import functionality to your application
* Changing the storage destination for the import data wizard, BIX, and
file listeners
* Data Pages overview
* Data Page definition
* Data Pages in Constellation
* Differences between data pages and clipboard pages
* Creating a Data Page
* Editing data pages
* Changing the data source of a data page
* Configuring multiple data sources for a data page
* Populating a data page by using a report definition
* Setting the context of a data page
* Specifying a data page as queryable
* Request Data Transforms for queryable Data Pages
* Specifying a searchable Data Page
* Configuring load management options for data pages
* Managing data page instances on the clipboard
* Read-only data page instance limit management
* Configuring the refresh strategy for data pages
* Defining data page access
* Defining the access group for a node level data page
* Defining pages and classes for a data page
* Viewing the rules that reference a data page
* Configuring keyed access in a data page
* Securing access to data pages
* Error handling in a data page
* Errors in data sources
* Invocation errors in data pages
* Handling data page errors by using a data transform
* Populating data pages through unattended robotic automations
* Configuring the Pega Robot Manager host property and authentication
profile
* Creating a case type that supports queuing robotic assignments
* Building a data page with robotic automation as the data source
* Attended robotic automation as a data page source
* Configuring a data page for sourcing from an attended robotic
automation
* Robotic automation status and error handling
* Using data pages
* Data page reference
* Use case: Referencing data in a data page by using parameters
* Use case: Loading data into a page property
* Use case: Loading data into a page list property
* Data pages and parameters
* Passing parameters to data pages from UI elements
* Passing parameters to data pages from sections
* Passing parameters to data pages from non-UI rules
* Passing parameters to data pages from autopopulated properties
* Saving additional properties for parameters
* Using data pages in forms
* Identifying data pages with the Live Data tool
* Using Data Pages in a Case Life Cycle
* Data page errors in a case life cycle
* Using data pages with the Pega API
* Loading data pages asynchronously
* Using a data page with integrations that have complex input
* Removing a data page
* Savable data pages
* Configuring a save plan for a Data Page in App Studio
* Creating a save plan for a Data Page in Dev Studio
* Adding a Save data page step
* Saving data in a data page when running an activity
* Saving data in a Data Page as part of a Flow Action
* Ensuring seamless upgrades of data pages
* Unit testing a Data Page
* Data page limitations in REST calls
* Troubleshooting data pages
* Assessing the effect of data page processing on performance
* Viewing data pages with the Tracer tool
* Integrating with Pega GenAI
* Connecting to the generative AI provider in Pega Cloud
* Integrating client-managed deployments with Pega GenAI
* Creating a Connect Generative AI Rule
* Masking sensitive data for use with AI
* Setting the temperature of a Connect Generative AI Rule
* Integrating with APIs and services
* Pega API services
* Considerations for choosing between a Pega API and a custom API
* Pega API system management privileges
* Securing the Pega API
* Pega API best practices
* Data API performance and limitations
* Pega API example use cases
* City services example mobile app
* Pega API time and expenses sample mobile app (manager)
* Pega API time and expenses example mobile app (employee)
* Service Packages
* Creating a service package
* Service package access group
* Defining processing and authentication for service packages
* Viewing methods for a service package
* Configuring a requestor pool for a service package
* Stateless processing and pooling for service packages
* Service REST rules
* Creating a Service REST rule
* Defining resource and processing details for a Service REST rule
* Service REST methods
* Creating a request for GET and DELETE methods by using an activity
implementation
* Creating a request for GET and DELETE methods by using an automation
implementation
* Creating a request for POST, PUT, and PATCH methods by using an
activity implementation
* Creating a request for POST, PUT, and PATCH methods by using an
automation implementation
* Creating a response for Service REST methods by using an activity
implementation
* Creating a response for Service REST methods by using an automation
implementation
* More about Service REST rules
* Distinct URI specification for service REST rules
* URI template component requirements
* Service REST monitoring
* Configuring Service REST rule monitoring
* Automatically purging invocation history
* Invoking a REST service rule
* JSON data transforms
* Automapping JSON data
* Mapping JSON elements individually
* Mapping Single Value properties to JSON data
* Automatically mapping parts of JSON data
* Reusing JSON data transforms
* Mapping Single Page properties to JSON data
* Mapping Page List properties to JSON data
* Making annotations when mapping JSON data
* OpenAPI Specification in Pega Platform
* Best practices for generating OpenAPI Specification documentation
* Generating OpenAPI Specification documentation for application-specific
REST APIs
* Viewing application-specific REST APIs
* Using OAuth2 authentication with the Pega-provided Swagger UI
* Creating a REST integration by using the Create REST integration wizard
* Configuring a REST connection
* Selecting methods for REST integration
* Defining a data model for REST integration
* Configuring the request and response in REST integration by adding a
REST response
* Configuring the request and response in REST integration by adding a
file
* Updating and generating records for REST integration
* Updating the integration layer for REST integration
* Updating the data layer for REST integration
* Reviewing the record generation summary
* Connect REST rules
* Creating a Connect REST rule
* Mapping the request and response data for Connect REST rules
* Mapping the data for a GET request for a Connect REST rule
* Mapping the data for a GET response for a Connect REST rule
* Mapping data for a PATCH request for a Connect REST rule
* Mapping data for a PATCH response for a Connect REST rule
* Mapping the data for a POST request for a Connect REST rule
* Mapping the data for a POST response for a Connect REST rule
* Mapping the data for a PUT request for a Connect REST rule
* Mapping the data for a PUT response for a Connect REST rule
* Mapping the data for a DELETE request for a Connect REST rule
* Mapping the data for a DELETE response for a Connect REST rule
* Connect REST calling activity
* Asynchronous execution by the Pega-IntScvs agents
* Working with SSL-enabled endpoints
* JSON mapping for special characters
* Connector parameters in data pages
* Endpoint configuration upgrade
* Upgrading REST connectors in App Studio
* Upgrading REST connectors with URLs not sourced from a Global
Resource Setting
* Upgrading REST connectors sourced from a Global Resource Setting
* Upgrading REST connectors with URLs that only contain parameters
* Troubleshooting REST connectors
* Cannot connect to REST endpoint
* REST proxy host configuration is incorrect
* REST connector is not automatically redirecting
* REST connector reads payload as binary data instead of text
* File attachment configuration in REST and SOAP integrations
* Configuring a REST connector to receive binary attachments
* Use case: Send file attachments from a repository
* Use case: Process inbound file attachments for storage in a repository
* Service SOAP rules
* Creating a Service SOAP rule
* Configuring the request for a Service SOAP rule
* Configuring the response for a Service SOAP rule
* Configuring Service SOAP fault messages
* Enabling Web service security in a Service SOAP rule
* Service SOAP form - Working with the Test Cases tab
* Building SOAP services based on an XML Schema Definition
* WSDL generation for Service SOAP rules
* Unit testing a Service SOAP rule
* Service Request Processor data instances
* Service Request Processor - Completing the New or Save As form
* Service Request Processor form - Queuing Options tab
* Service Request Processor form - Dequeuing Options tab
* Creating a SOAP integration
* Providing a WSDL document for SOAP integration
* Selecting operations for SOAP integration
* Configuring the authentication for data sources in SOAP integration
* Testing operations in SOAP integration
* Generating records for SOAP integration
* Reviewing the record generation summary
* Connect SOAP rules
* Creating a Connect SOAP rule
* Configuring the connection for a Connect SOAP rule
* Configuring the request for a SOAP connector
* Configuring the response for a SOAP connector
* Configuring SOAP fault messages
* Configuring advanced details for a SOAP Connector
* Viewing the WSDL tab in a Connect SOAP rule
* Configuring asynchronous processing for SOAP connectors
* Secure the transport layer in integrations
* Calling web services using queued execution
* XSD type and element substitution for SOAP connectors
* Dynamic system settings for SOAP integrations
* About importing XSD files
* Parse XML rules
* Creating a Parse XML rule
* Defining the mapping for a Parse XML rule
* Mapping XML attributes and elements in a Parse XML rule
* Configuring XML tree node properties for a Parse XML rule
* Parsing date, dateTime, and time values in a Parse XML rule
* Defining pages and classes for a Parse XML rule
* Enabling XML validation for a Parse XML rule
* Unit testing a Parse XML rule
* XML Stream rules
* Creating an XML Stream rule
* Defining the mapping for an XML Stream rule
* Mapping attributes and elements in an XML Stream rule
* Configuring the node for an XML Stream rule
* Configuring the XSD type for an XML Stream rule
* Defining pages and classes for an XML Stream rule
* Configuring the XML output for an XML Stream rule
* Manually editing XML for XML Stream rules
* JMS Transport data instances
* JMS Transport data instances - Completing the New or Save As form
* JMS Transport form - Completing the JMS tab
* JMS Transport form - Completing the Request tab
* Using WS-Security to enhance SOAP messages
* Creating SOAP connectors that use WSS username tokens and timestamps
* Configuring digital signature and encryption for SOAP connectors
* Creating a WS-Security profile from a SOAP connector
* Configuring the keystore for a WS-Security profile
* Defining outbound SOAP messages for WS-Security profile data
instances
* Defining inbound SOAP messages for WS-Security profile data instances
* Understanding WS-Trust in Pega Platform
* Configuring WS-Trust in Pega Platform
* Creating a SAP integration
* Providing an input document for SAP integration
* Configuring a SAP connection
* Selecting operations for SAP integration
* Configuring the authentication for data sources in SAP integration
* Testing operations in SAP integration
* Generating records for SAP integration
* Updating the integration layer for SAP integration
* Updating the data layer for SAP integration
* Reviewing the record generation summary
* Connect SAP rules
* Connect SAP rules - Completing the Create, Save As, or Specialization
form
* SAP Connector form - Completing the Service tab
* SAP Connector form - Completing the Request tab
* SAP Connector form - Completing the Response tab
* SAP Connector form - Completing the Faults tab
* SAP Connector form - Completing the Advanced tab
* SAP Connector form - Understanding the WSDL tab
* Service SAP rules
* Service SAP form - Completing the Create, Save As, or Specialization
form
* Service SAP form - Completing the Service tab
* Service SAP form - Completing the Request tab
* Service SAP form - Completing the Response tab
* Service SAP form - Completing the Faults tab
* Service SAP form - Completing the XML Page tab
* Service SAP form - Completing the Advanced tab
* Service SAP form - Working with the Test Cases tab
* Integrating with file and content management systems
* File and content storage
* Viewing file storage destinations
* Creating a repository
* Adding an S3 repository
* Configuring pagination parameters for file storage repositories
* Configuring a Microsoft Azure repository
* Configuring a Box repository
* Configuring a Google Cloud repository
* Creating an OAuth 2.0 profile with a JWT bearer
* Connecting your application to a Google Cloud Storage repository
* Adding a JFrog repository
* Adding an on-premises file system (legacy)
* Creating a custom repository
* Using repository APIs in your application
* Repository APIs
* Map eForm rules
* Map eForm rules - Completing the Create, Save As, or Specialization
form
* Map eForm Rules - Completing the Mapping tab
* Map eForm rules - Completing the Pages & Classes tab
* More about Map eForm rules
* Secure file transfer in Pega
* Transferring files from a Pega server to an SFTP server
* FTP Server data instances
* Creating an FTP Server data instance
* Modifying FTP server timeout
* Using file listeners
* Creating a file listener
* Configuring file listener processing
* File listener error handling and debugging
* Configuring file listener error recovery
* Best practices for processing files using the file listener
* Troubleshooting file listeners
* Configuring a file service and file listener to process data in files
* Configuring a file listener associated with a storage repository
* Service File rules
* Service File rules - Completing the Create, Save As, or
Specialization form
* Service File form - Completing the Service tab
* Service File form - Completing the Method tab
* Service File form - Completing the Request tab
* Unit testing a Service File rule
* Parse Delimited rules
* Creating a Parse Delimited rule
* Debugging and monitoring the performance of Parse Delimited rules
* Unit testing a Parse Delimited rule
* Parse Structured rules
* Creating a Parse Structured rule
* Restricting Parse Structured rule execution
* Using the Steps tab on the Parse Structured form
* Unit testing a Parse Structured rule
* Map Structured rules
* Creating a Map Structured rule
* Mapping data for a Map Structured rule
* Considerations for ingesting documents, extracting data, and populating
cases
* Integrating with Pega Open Robotics
* Importing the Pega Open Robotics application
* Pega Open Robotics integration metadata
* UiPath integration
* Configuring your UiPath Orchestrator instance
* Configuring the connection to UiPath Orchestrator
* Configuring Pega Platform to receive webhook calls
* Customizing how UiPath Orchestrator authenticates calls from Pega
Platform
* Blue Prism integration
* Configuring the connection between Blue Prism and Pega Platform
* Mapping Blue Prism request and response data in your application
* Configuring a case type with Pega Open Robotics
* Integrating Open Robotics with case types in App Studio
* Integrating Open Robotics with Case Types in Dev Studio
* Integrating DocuSign with Pega Platform
* Updating your application to use the DocuSign API version 2.1
* Connecting your application to DocuSign
* Installing the DocuSign component
* Configuring the DocuSign authentication
* Monitoring the DocuSign connection status
* Configuring envelopes
* Preparing a DocuSign envelope
* Configuring basic authentication details for DocuSign eSignatiure API
requests
* Assigning recipients to an envelope
* Configuring advanced identity verification for envelope recipients
* Configuring a signature request to DocuSign
* Additional configuration options for DocuSign integrations
* Requesting digital signatures through templates
* Voiding DocuSign envelopes
* Configuring your DocuSign account to send event notifications
* Integrating SharePoint Online with Pega Platform
* Installing the component
* Connecting your application to SharePoint
* Using the SharePoint Online component
* Interacting with list entities
* Interacting with field entities
* Interacting with list item entities
* Interacting with folder entities
* Interacting with file entities
* Integrating Google Drive with Pega Platform
* Installing the Google Drive component
* Configuring a Google Drive authentication profile
* Creating a Google Drive repository
* Google Drive integration FAQ
* Integrating your application with an email provider
* Exploring email configurations
* Viewing email accounts
* Viewing email listeners
* Viewing service email rules
* Creating an email integration
* Configuring outbound email
* Sending email by using Gmail with SMTP and OAuth 2.0
* Configuring inbound email
* Configuring proxy settings for Microsoft Graph email accounts
* OAuth 2.0 authentication for email providers
* Configuring certificate-based JWT authentication scheme for Microsoft
Graph
* Creating an email listener
* Configuring email listener routing
* Configuring email listener processing
* Creating a Service Email Rule
* Configuring service processing for Service Email rules
* Configuring the request for Service Email rules
* Configuring the response for Service Email rules
* Mapping Microsoft Graph response data to the Pega Clipboard
* More about Service Email rules
* Using email integrations
* Sending encrypted email
* Receiving encrypted email
* Managing email integrations
* Autoreply message filtering
* Specifying additional patterns for filtering out autoreply messages
* Best practices for optimizing email listener performance
* Sending email attachments through an activity
* Ensuring messages are processed before switching your email protocol to
Microsoft Graph
* Dynamic system settings for email integrations
* Correspondence rules and email
* Email servers
* Email servers – Completing the Environment tab
* Troubleshooting an email integration
* Troubleshooting email listeners
* Message processing status and error categories
* Browsing the email listener logs
* Restarting an email listener
* Throttling during email processing
* Troubleshooting outgoing email
* Emails fail to send
* Outgoing emails lose formatting
* Recipients do not receive emails
* Emails do not include custom headers when using the Microsoft Graph
API
* Unit testing a Service Email rule
* Managing integrations
* Categorizing application settings
* Viewing application settings
* Configuring dynamic references to external systems by using the Global
Resource Settings feature
* Embedded classes and default environment properties
* Utility functions for the Global Resource Settings feature
* Fields that support the Global Resource Settings syntax
* Automations
* Pega-supplied automations
* Viewing automations
* Creating an Automation
* Configuring inputs for an automation
* Configuring outputs for an automation
* Configuring validation for text inputs and outputs in automations
* Configuring errors for an automation
* Simulating a response for automation outputs
* Simulating a JSON response in automations
* Automation troubleshooting
* Messaging service overview
* Configuring Pega Platform as a JMS publisher
* Configuring Pega Platform as a Java Messaging Service receiver
* Testing JMS connectivity and capability
* Configuring Apache ActiveMQ on Pega Cloud
* Configuring Apache ActiveMQ with one-way SSL authentication
* Connect JMS rules
* Connect JMS rules - Completing the Create, Save As, or Specialization
form
* Connect JMS form - Completing the Service tab
* Connect JMS form - Completing the Request tab
* Connect JMS form - Completing the Response tab
* More about Connect JMS rules
* Service JMS rules
* Service JMS rules - Completing the Create, Save As, or Specialization
form
* Service JMS form - Completing the Service tab
* Service JMS form - Completing the Request tab
* Service JMS form - Completing the Response tab
* Unit testing a Service JMS rule
* JMS Producer Model data instances
* JMS Producer Model data instances - Completing the New or Save As form
* JMS Producer Model form - Completing the Model tab
* JMS Listener data instances
* JMS Listener data instances - Completing the New or Save As form
* JMS Listener form - Completing the Listener Properties tab
* JMS Listener form - Completing the JMS Properties tab
* More about JMS Listener data instances
* JNDI Server data instances
* JNDI Server data instances - Completing the New or Save As form
* JNDI Server form - Completing the Environment tab
* JNDI Server form - Completing the Custom Properties tab
* More about JNDI Server data instances
* Connect MQ rules
* Connect MQ Rules - Completing the Create, Save As, or Specialization
form
* Connect MQ form - Completing the Service tab
* Connect MQ form - Completing the Request tab
* Connect MQ form - Completing the Response tab
* More about Connect MQ rules
* MQ Server data instances
* MQ Servers - Completing the New or Save As form
* MQ Server form - Completing the Environment tab
* MQ Listener data instances
* MQ Listeners - Completing the New or Save As form
* MQ Listener form - Completing the Listener Properties tab
* MQ Listener form - Completing the Properties tab
* More about MQ Listener data instances
* Decision management
* Getting started with decision management
* Enabling decision management services
* Configuring the Decision Data Store service
* Connecting to an external Cassandra database through the Decision Data
Store service
* Removing the embedded Cassandra distribution
* Removed Cassandra elements
* Generating Decision Data Store service diagnostics bundles
* Configuring the Adaptive Decision Manager service
* Configuring the Data Flow service
* Configuring the Real-time Data Grid service
* Monitoring decision management services
* Storing customer and analytical data
* Managing decision management nodes
* Managing Cassandra as a store for decisioning data
* Cassandra overview
* Configuring the Cassandra cluster
* Cassandra encryption
* Configuring the retry policy
* Configuring multiple data centers
* Monitoring Cassandra cluster health
* Pega alerts for Cassandra
* Troubleshooting Cassandra
* Addressing common issues
* Checking the node status
* Getting the count of Cassandra table records
* Investigating compaction issues
* Monitoring Cassandra errors and warnings
* Recovering a node
* Removing DDS nodes from a Cassandra cluster
* Verifying the available disk space
* Verifying the keyspace replication factor
* Verifying the status of ports
* Configuring data sources
* Data Set types
* Configuration
* HDFS and HBase client and server versions supported by Pega Platform
* Database
* Creating a Database Table Data Set
* Connecting to an external Cassandra database through a Database Table
Data Set
* Creating an HBase Data Set record
* Creating a Decision Data Store Data Set
* Decision Data Store tables
* File storage
* Creating an HDFS Data Set record
* Creating a File Data Set record for embedded files
* Creating a File Data Set record for files on repositories
* File Data Set file path pattern
* Requirements for custom stream processing in File Data Sets
* Streaming
* Creating a Google Pub/Sub Data Set
* Connecting to Kafka through a Kafka Data Set
* Creating a Kafka configuration instance
* Configuring application settings for Kafka Data Set topics
* Configuring an Avro schema for a Kafka Data Set
* Creating a Kafka Data Set
* Consumer and producer settings for Kafka Data Sets
* Kafka Data Set FAQ
* Troubleshooting Kafka Data Sets
* Creating a Kinesis Data Set
* Creating a Stream Data Set
* Partition keys for Stream Data Sets
* The use of streaming Data Sets in Data Flows
* Monitoring streaming Data Set metrics
* Summaries
* Summary Data Sets
* Visual Business Director
* Creating a Visual Business Director Data Set
* Aggregation on the Visual Business Director Data Set
* Synchronizing the Actuals Data Set
* Data generation
* Creating a Monte Carlo Data Set record
* Data transfer
* Exporting data from a Data Set
* Importing data into a Data Set
* Setting a size limit for data import into a Data Set
* Data Set API
* Configuring the DataSet-Execute method for Database Table
* Configuring the DataSet-Execute method for Decision Data Store
* Configuring the DataSet-Execute method for File
* Configuring the DataSet-Execute method for HBase
* Configuring the DataSet-Execute method for HDFS
* Configuring the DataSet-Execute method for Monte Carlo
* Configuring the DataSet-Execute method for Kinesis
* Configuring the DataSet-Execute method for a Pub/Sub Data Set
* Configuring the DataSet-Execute method for Stream
* Configuring the DataSet-Execute method for Visual Business Director
* Identity management
* Processing data with Data Flows
* Data Flows overview
* Types of Data Flows
* Orchestration overview
* Checkpointing, fault tolerance, and delivery guarantees
* Error handling
* Creating a Data Flow
* Filtering incoming data
* Combining data from two sources
* Converting the class of the incoming data pages
* Merging data
* Applying complex data transformations
* Applying complex event processing
* Adding strategies to Data Flows
* Applying text analysis on the data records
* Applying additional processing through a sub-Data Flow
* Branching a Data Flow
* Configuring a Data Flow to update a single property only
* Changing the number of retries for SAVE operations in batch and
real-time Data Flow runs
* Adding pre- and post-activities to Data Flows
* Recording scorecard explanations through Data Flows
* Updating columns in a table without erasing data in other columns in
the same row
* Testing a Data Flow
* Data Flow preview
* Making decisions in Data Flow runs
* Creating a batch run for Data Flows
* Reprocessing failed records in batch Data Flow runs
* Creating a real-time run for Data Flows
* Monitoring single case Data Flow runs
* Managing Data Flow runs
* Resetting statistics for real-time Data Flow runs
* Data Flow run limits
* Limiting active Data Flow runs
* Data Flow run priorities
* Prioritizing Data Flow runs
* Data Flow methods
* Running a Data Flow from an activity
* Running a Data Flow in single mode
* Specializing activities
* Managing Data Flows
* Monitoring Data Flows
* DataFlow-Execute method
* Configuring the DataFlow-Execute method for a Data Flow with abstract
input and output (single-case execution)
* Configuring the DataFlow-Execute method for a Data Flow with abstract
input (single-case execution)
* Configuring the DataFlow-Execute method for a Data Flow with abstract
output
* Configuring the DataFlow-Execute method for a Data Flow with stream
input
* Configuring the DataFlow-Execute method for Data Flows with
non-stream input
* The Data Flow Run Options page properties
* Data Flow limitations
* Interaction history
* Interaction history architecture
* Setting up interaction history
* Interaction history Data Model
* Extending interaction history
* Interaction history summaries
* Creating an interaction history summary Data Set
* Change management in interaction history summaries
* Managing the export of interactions
* Setting the retention period for interactions
* Changing file creation limits
* Browsing interactions
* Reacting to real-time events
* Creating event strategies
* Event strategy shapes
* Adding filter conditions in event strategies
* Adding local variables in event strategies
* Adding join conditions in event strategies
* Dynamic window size behavior
* Adding aggregations in event strategies
* Aggregation options in event strategies
* Approximate median calculation
* Unit testing event strategies
* Creating test cases for event strategies
* Running event strategies
* Creating an event type in the Event Catalog
* Clearing an event type in the Event Catalog
* Deleting an event in the Event Catalog
* Adding an events feed to your user interface
* Browsing events for a customer or a group of customers
* Accessing the Customer Movie landing page
* Customer Movie landing page
* Configuring the DataSet-Execute method for Event store
* Improving customer experience by creating next-best-actions
* Propositions
* Defining propositions
* Reusing existing business issues and groups
* Creating a business issue
* Configuring model transparency policy
* Creating a group
* Defining versioned propositions
* Editing multiple propositions
* Adding a versioned proposition
* Editing a versioned proposition
* Defining the validity period for versioned propositions
* Defining unversioned propositions
* Adding an unversioned proposition
* Duplicating an unversioned proposition
* Editing an unversioned proposition
* Editing unversioned propositions in bulk
* Defining the validity period for unversioned propositions
* Converting groups with unversioned propositions
* Creating a property in a business issue and group
* Modifying a proposition hierarchy
* Deleting unversioned propositions
* Deleting versioned propositions
* Deleting a business issue or a group
* Accessing the Proposition Management landing page
* About Strategy rules
* Completing the Strategy rule form
* Strategy rule form - Completing the Strategy tab
* Decision strategy components
* Sub Strategy
* Embedded strategy
* Configuring audiences for multiline decision strategies
* Enabling multiple audiences in decision strategies through the
Embedded strategy shape
* Defining a Prediction shape
* Import component
* Decision analytics and business rules
* Enrichment
* Arbitration
* Selection
* Aggregation
* External input
* Strategy results
* Strategy rule form – Using the Strategy Properties tab
* Strategy rule form – Completing the Auto-Run Results tab
* Strategy rule form – Completing the Pages & Classes tab
* Understanding globally optimized strategies
* Creating globally optimized strategies
* Frequently asked questions about globally optimized strategies
* Optimizing strategies with allow list functions
* Functions supported for optimization
* Globally optimized strategy performance profile
* Configuring operators
* Downloading the GOS performance profile results
* Globally optimized strategy revisions
* Analyzing the GOS performance profile results
* Best practises for GOS performance analysis
* Strategy canvas accelerators and keyboard shortcuts
* Strategy methods
* Returning a list of propositions
* Returning a list of properties
* Computing segment logic
* Configuring business rules
* About decision data rules
* Completing the Decision Data rule form
* Completing the Data tab
* Completing the Form tab
* Customizing the Decision Data rule form
* Configuring Decision Data rule form fields
* Decision data methods
* Running decision data instances
* Decision tables
* Creating decision tables
* Specifying pages and classes of a decision table Rule
* Configuring additional options for a decision table
* Completing the Table tab
* Decision trees
* Creating decision trees
* Completing the Decision tab (Advanced format)
* Completing the Decision tab (Basic format)
* Completing the Pages & Classes tab
* Completing the Configuration tab
* Configuring property evaluation in a decision tree
* Map values
* Map values
* Completing the Matrix tab
* Completing the Configuration tab
* Completing the Pages & Classes tab
* Configuring rows and columns in a map value
* Unit testing a map value
* About Proposition Filter rules
* Proposition Filters
* Configuring the specific criteria for the Proposition Filter rule
* Configuring the default criteria for the Proposition Filter rule
* Testing Proposition Filter rules with audience simulations
* About Predictive Model rules
* Predictive Model rules – Completing the Create, Save As, or
Specialization form
* Predictive model tab on the Predictive Model form
* Reclassifying score distribution
* XSD validation and PMML error messages
* Model source tab on the Predictive Model form
* Parameters tab on the Predictive Model form
* Adding parameterized predictors
* Configurations tab on the Predictive Model form
* Configuring custom functions of a PMML model
* Input mapping tab on the Predictive Model form
* Pages and Classes tab on the Predictive Model form
* Scorecard rules
* Creating a Scorecard rule
* Defining predictors for scorecards
* Mapping score ranges to decision results
* Testing the scorecard logic
* Scorecard rule form – Pages and Classes tab
* Understanding business rules
* More about Decision Trees
* More about decision tables
* More about map values
* Test run labels
* Unit testing strategy Rules
* Configuring batch case runs
* Decision statistics
* Performance statistics
* Predicting outcomes
* Getting started with Prediction Studio
* Prediction Studio overview
* Setting up your environment
* Setting access to Prediction Studio
* Changing your studio
* Specifying a repository for Prediction Studio models
* Specifying a database for Prediction Studio records
* Configuring the default rule context
* Enabling outcome inferencing
* Analyzing sample projects and models in Prediction Studio
* Enabling Machine Learning Operations
* Enabling the export of Adaptive Model data
* Defining AI model categories in Prediction Studio
* Configuring the monitoring of model input and output
* Estimating the model monitoring payload
* Modifying notification settings
* Enabling daily email digests
* Clearing deleted models in Prediction Studio
* Creating and managing Predictions
* Creating Predictions for Case management
* Customizing Predictions
* Monitoring Predictions
* Prediction analysis charts
* Updating active models in Predictions with MLOps
* MLOps prerequisites
* Introducing a challenger model
* Replacing scorecards or fields in Predictions
* Reviewing challenger models
* Approving a challenger model
* Rejecting a challenger model
* Submitting Prediction changes for deployment
* Starting champion/challenging
* Promoting challenger models
* Rejecting challenger models
* Promoting shadow models
* Rejecting shadow models
* Understanding MLOps
* Managing Predictions and models through API
* Accessing and testing the Prediction API
* Managing conditional models
* Adding a conditional model (v3)
* Getting the list of model categories (v3)
* Managing Predictions through API
* Getting the list of Predictions (v2)
* Getting Prediction attributes (v2)
* Getting Prediction attributes (v3)
* Getting the monitoring metrics for a Prediction (v1)
* Getting the repository name (v3)
* Running a Prediction (v2)
* Setting a response to a decision by using a time period (v2)
* Setting a response to a decision by using the interaction ID (v2)
* Viewing the Prediction ID in Prediction Studio
* Updating active models in Predictions through API with MLOps
* Starting a model update (v2)
* Starting a model update by adding a model from the repository (v3)
* Starting a model update by selecting an existing model (v3)
* Starting a model update by creating a copy of the default model
(v3)
* Getting the model update status (v2)
* Getting the model update status (v3)
* Reviewing a model update (v2)
* Reviewing a model update (v3)
* Editing the champion-challenger prediction distribution (v3)
* Promoting or rejecting a shadow or challenger model (v3)
* Developing and managing models
* Adaptive analytics
* Defining an Adaptive Model
* Creating an Adaptive Model
* Adding Adaptive Model predictors
* Adding a predictor to an Adaptive Model
* Adding multiple predictors to an Adaptive Model
* Adding parameterized predictors
* Enabling predefined Interaction History predictors for existing
Adaptive Models
* Configuring pyIHSummary for use as a predictor in an Adaptive
Model
* Defining outcome values in an Adaptive Model
* Configuring settings for Adaptive Models
* Configuring advanced Bayesian model settings
* Configuring advanced settings for an Adaptive Model based on
Gradient boosting
* Adaptive Gradient boosting overview
* Extracting historical responses from Adaptive Models
* JSON file structure for historical data
* Adaptive Models and context definition
* Model context
* Adaptive Model update process
* Importing Adaptive Models to another environment
* Adaptive Models monitoring
* Viewing a model report
* Viewing summarized Adaptive Model reports
* Viewing predictors
* Capturing Adaptive Model events for diagnostic purposes
* Adaptive Model methods
* Training Adaptive Models
* Deleting Adaptive Models
* Configuring the DataSet-Execute method for Adaptive Decision
Manager
* Adaptive Decision Manager Data Model
* Delayed learning of Adaptive Models
* Creating Adaptive Models at different hierarchy levels
* Predictive analytics
* Types of Predictive Models
* Creating a Pega Predictive Model
* Template categories for creating Predictive Models
* Importing a Predictive Model
* Specifying the H2O Driverless AI license key
* Importing the H2O implementation library
* Editing an imported model
* Configuring custom functions of a PMML model
* XSD validation and PMML error messages
* Supported models for import
* Configuring a machine learning service connection
* Connecting to Predictive Models in Amazon SageMaker
* Supported Amazon SageMaker models
* Metadata file specification for Predictive Models
* Connecting to predictive models in Google Vertex AI
* Supported frameworks and requirements for Google Vertex AI models
* Creating an OAuth 2.0 profile with an authorization code
* Creating a Predictive Model to run a model in Google Vertex AI
* Configuring a Predictive Model
* Editing settings for a Predictive Model
* Outcome definition settings
* Sample construction settings
* Data analysis settings
* Predictor grouping settings
* Genetic algorithm settings
* Score distribution settings
* Reclassifying score distribution
* Preparing data
* Selecting a data source
* Constructing a sample
* Defining an outcome
* Defining the outcome field for binary and extended binary
models
* Defining a previous decision
* Defining the outcome field for continuous models
* Analyzing data
* Defining the predictor role
* Analyzing and configuring predictors
* Raw distribution
* Binning predictors
* Binning numeric predictors
* Binning symbolic predictors
* Grouping options for predictors
* Auto grouping option for predictors
* Managing grouping options for numeric predictors manually
* Managing grouping options for symbolic predictors manually
* Outcome inferencing
* Checking distribution of accepts
* Constructing an inference sample
* Checking similarity based inference
* Checking inference tuning
* Comparing inference results
* Performing final data analysis
* Virtual fields
* Adding virtual fields
* Modifying a virtual field
* Deleting a virtual field
* Generating data analysis reports
* Developing models
* Grouping predictors
* Creating models
* Creating a regression model
* Creating a decision tree model
* Creating a bivariate model
* Creating a genetic algorithm model
* Computation models
* Benchmark models
* Sensitivity of models
* Analyzing models
* Comparing scores generated by models
* Checking score distribution
* Comparing the classification of scores generated by models
* Selecting a model for deployment
* Predictive Models monitoring
* Metrics for measuring predictive performance
* Verifying the performance of a Predictive Model
* Preparing a Predictive Model for monitoring
* Creating and implementing a Decision strategy for Predictive
Model monitoring
* Creating and implementing a response strategy for Predictive
Model monitoring
* Gathering customer interactions
* Viewing Predictive Model reports
* Predictive Models management
* Creating a custom template for creating a Predictive Model
* Exporting a project
* Importing a project
* Integrating Python and R Predictive Models into Pega Platform
* Building PMML models in Python and R
* Incorporating PMML models into next-best-action strategies
* Model management
* Viewing recent responses for Adaptive and Predictive Models
* Clearing models
* Deleting Adaptive Models
* Manually updating Adaptive Models
* Viewing Adaptive Model details
* Database tables for monitoring models
* Generating and downloading a model report
* Best practices for choosing predictors
* Managing data
* Creating Data Sets
* Viewing reports
* Viewing Prediction Studio notifications
* Prediction Studio notification types
* Exporting Adaptive Model data for external analysis
* Pega Data Scientist Tools
* Analyzing natural language
* Language support for NLP
* Out-of-the-box text analytics models
* Defining global settings for text analytics
* Setting the maximum characters limit
* Enabling languages for NLP
* Analyzing messages with text predictions
* Creating text predictions
* Creating topics
* Importing topics
* Adding entities
* Adding training data
* Building models
* Testing text predictions
* Testing text predictions with batch tests
* Managing models
* Configuring general text prediction settings
* Enabling outcomes
* Configuring language settings
* Configuring topic settings
* Configuring sentiment settings
* Configuring preprocessing models
* Configuring postprocessing activities
* Monitoring text predictions
* Text prediction analysis charts
* Deploying text predictions
* Preprocessing emails to get the right content
* Training an email parser
* Testing an email parser
* Labeling text with categories
* Detecting the topics of text fragments
* Comparing keyword-based and machine learning topic detection
* Creating keyword-based topic models
* Setting up a keyword-based topic model
* Creating a taxonomy for keyword-based topic detection
* Importing a taxonomy for keyword-based topic detection
* Creating machine learning topic models
* Setting up a machine learning topic model
* Uploading data for training and testing of the topic model
* Defining the training and testing samples for topic detection
* Reviewing the taxonomy for machine learning topic detection
* Training and testing the topic model
* Reviewing the topic model
* Saving the topic model
* Connecting to topic models in Google Vertex AI
* Creating a text categorization model to run topic models in Google
Vertex AI
* Connecting to topic models through an API
* Configuring sample containers to use Python models for topic
detection
* Configuring a machine learning service connection for topic models
using REST API
* Configuring a Data Transform for a JSON output mapping
* Creating a text categorization model to run topic models through an
API
* Integrating topic models FAQ
* Best practices for creating categorization models
* Requirements and best practices for creating a taxonomy for
rule-based classification analysis
* Recognizing user intent
* Setting up an intent detection model
* Preparing data for intent detection
* Uploading data for training and testing of the intent detection model
* Defining training and testing samples, and building the intent
detection model
* Accessing intent analysis model evaluation reports
* Saving the intent detection model
* Determining the emotional tone of text
* Setting up a sentiment analysis model
* Preparing data for sentiment analysis
* Uploading data for training and testing of the sentiment analysis
model
* Defining the training set and training the sentiment analysis model
* Reviewing the sentiment analysis model
* Saving the sentiment analysis model
* Extracting keywords and phrases
* Creating entity extraction models
* Best practices for pattern extraction in text analytics
* Detecting transaction details with Ruta
* Building machine learning entity extraction models
* Preparing data for entity extraction
* Defining the training set and training the entity extraction model
* Accessing entity extraction model evaluation reports
* Saving the entity extraction model
* Best practices for creating entity extraction models
* Building text analyzers
* Topic detection
* Configuring topic detection
* Sentiment analysis
* Configuring sentiment analysis
* Text extraction analysis
* Configuring text extraction analysis
* Intent analysis
* Configuring intent analysis
* Default intent model
* Configuring advanced text analytics settings
* Configuring language detection preferences
* Configuring sentiment score range
* Configuring spelling checker settings
* Configuring categorization settings
* Testing Text Analyzer rules
* Managing text analytics models
* Managing incomplete text analytics models
* Managing complete text analytics models
* Testing text analytics models
* Migrating text analytics models
* Exporting text analytics models
* Importing text analytics models
* Updating training data for text analytics models
* Clearing feedback data for text analytics models
* Accessing information about text analytics models
* Accessing text analytics resources
* Sentiment lexicons
* Text analytics accuracy measures
* Customizable Interaction API for text analytics
* Interaction API components
* Extending Interaction API
* Natural language processing reference
* NLP outcomes database tables
* Machine-learning models for text analytics
* Creating entity extraction rules for text analytics
* Creating Decision Data rules that contain scripts for entity
extraction
* Modifying Apache Ruta scripts to extract custom structured entities
* Providing feedback to text analytics models
* Providing feedback through an API
* Feeding the feedback data to text analytics models
* Updating models by uploading the feedback data
* Best practices for providing feedback for text categorization models
* Best practices for providing feedback for text extraction models
* Definition class of text analytics Decision Data rules
* Intelligent interaction in text analytics
* Feedback loop for text analysis
* Training data size considerations for building text analytics models
* Learning natural language processing with NLP Sample
* Text Analytics APIs
* Adding and removing models from text analyzers
* Configuring text analyzers
* Performing the Save As operation in text analyzer
* Running text analyzers
* Adding and deleting languages from models
* Adding model feedback
* Creating new models
* Returning model analysis and specifying the repository for model
training data
* Listing all available text analytics models and entity types
* Managing business changes
* Application overlays
* Decision Management Portal
* Creating an application overlay for the Decision Management portal
* Creating revisions
* Working on change requests
* Testing changes
* Simulating and completing revisions
* Deploying revisions
* Fast-track change requests
* Configuring additional rules for revision management
* Creating simulation tests
* Troubleshooting decision management components
* Troubleshooting the Adaptive Decision Manager service
* Tips for troubleshooting the Adaptive Decision Manager service
* Adaptive Models do not contain any active predictors, or contain only
one active predictor
* Adaptive Decision Manager does not capture responses for Adaptive
Models
* Adaptive Models have poor performance
* No Adaptive Models are displayed in the Adaptive Model reports
* No Adaptive Models are displayed on the Model Management landing page
* Predictor reports are empty
* Response capture works differently after update from Pega Platform
version 7.x or 8.1 to a later version
* The ADM node fails to join the Cassandra cluster
* Timeout exceptions during snapshot generation
* Troubleshooting an Adaptive Model with exceedingly high performance
* Troubleshooting an Adaptive Model with no active predictors
* Troubleshooting an Adaptive Model with only one active predictor
* Values of the parameterized predictors are not set
* Values of the predictors are not set
* Troubleshooting Data Flows
* Investigating Data Flow run failures
* Data Flows cannot parse JSON records
* Data Flow fails to run from a job scheduler in the System Runtime
Context
* Data Flow runs return errors while writing records to a database Data
Set
* Exceeded threshold for error count in real-time Data Flow run
* Failure or performance issues when saving records to the database
* No Data Flow service nodes are available
* Troubleshooting Decision Data rules
* Edits on the Form tab are not reflected on the Data tab
* Edits to the rule form layout are not propagated
* Cleaning up redundant pyEditElelement sections from Decision Data rules
* Excluding Rulesets from the cleanup
* Troubleshooting the Decision Data Store service
* Tips for troubleshooting Decision Data Store nodes
* Unable to add a node to the Decision Data Store service
* Troubleshooting event strategies
* Event time format is invalid
* Event time is not provided
* Incorrect order of events
* Missing event key property
* No decision data store nodes defined
* Tumbling time windows not emitting events
* Troubleshooting file Data Sets
* Class not present on classpath (invalid class name)
* Definition of a class required by stream processing class is not found
* Troubleshooting interaction history
* Interaction History component processes data longer than expected
* pyApplication and pyApplicationVersion properties are not captured in
the interaction history
* Values of the pxOutcomeTime property are not unique in the Oracle
database
* Troubleshooting NLP
* General troubleshooting tips for NLP
* Topics or entities are not detected
* Email parser does not detect the body, signature, or disclaimer
* Language is not detected
* Running out of memory when using NLP
* Training data for NLP models is missing
* Troubleshooting Predictive Models
* A PMML file cannot be used to create a predictive model
* A PMML model contains undefined functions
* Discrepancies in PMML model output on different systems
* Errors when running the PMML model
* Troubleshooting revision management issues
* Cannot edit a rule instance in a change request
* Cannot see certain tabs on a rule form in a change request
* Cannot see changes after revision deployment
* Cannot withdraw or update a revision or a change request
* Creating application version in development environment fails
* Deploying branch in development environment fails
* Deployment status is not getting updated correctly
* Limited user actions when a revision misses its deadline
* Merge task fails
* Submit option on a change request is not enabled
* Revision actions are disabled
* Revision deployment fails
* Revision simulation fails
* Rule in a revision contains errors
* Rule selected for revision management in an application overlay
contains errors
* Rules are not available for selection in the Application Overlay wizard
* Troubleshooting corrupted revisions or change requests
* Activate or discard testing tasks fail
* Failed to update revision ruleset with the new rules
* Troubleshooting strategies
* Tips for optimizing decision strategies
* Troubleshooting proposition filters
* Troubleshooting strategy rules by using the Tracer tool
* Troubleshooting the strategy test run panel
* Troubleshooting the Stream service
* Data Flow runs stop on the Stream service nodes
* Stream nodes repeatedly throw exceptions when the REST endpoint is
exposed
* Stream service nodes fail on IBM WebSphere Application Server 8.5
* Copying data between clusters to test Stream service nodes
* Troubleshooting Visual Business Director
* Loading pxActuals data into Visual Business Director causes high memory
utilization
* Troubleshooting VBD data migration
* Missing VBD collection data while automatic migration is in progress
* Missing VBD collection data after automatic persistence migration
exceeds the retry count
* Automatic cleanup of legacy VBD collection data failed
* Automatic migration of in-flight VBD data failed
* Checking the progress of the persistence migration Data Flows
* Restarting the failed persistence migration Data Flows
* Restarting the migration of all VBD collection data after a rollback
* Cleaning up the legacy VBD collection data
* VBD data migration activities and settings
* User experience
* UI version comparison
* Using Constellation in existing applications
* Constellation UI
* Constellation taxonomy
* Center-out configuration in Constellation
* Choosing a UI
* Recommended workarounds in Constellation
* Data visualization features in Constellation
* Tools for debugging Constellation
* Application UI setup
* Troubleshooting Constellation
* CSP settings in Constellation
* Constellation UI Service
* Best practices for Constellation UI
* Working with Portals
* Channels landing page
* Creating a Constellation Portal
* Defining a menu for a Constellation Portal
* Configuring a Constellation Portal
* Landing pages
* Home
* Configuring the Home page welcome banner
* Configuring the Todo widget
* Configuring the Quick create widget
* Creating a landing page for an application
* Configuring a column-based landing page
* Configuring a list-based landing page
* Configuring a tab-based landing page
* Configuring a dashboard
* Configuring a banner landing page
* Enabling CRUD operations for list-based landing pages
* Bulk actions in Constellation
* Previewing a Portal
* Working with Views
* Accessing Views in your application
* Creating Views
* Configuring Views
* Configuring a Full Page View
* Configuring the Preview
* Widgets in Constellation
* Adding a Prediction widget to the Case Page
* Configuring the Related Cases widget
* Configuring the Tags widget
* Adding fields to the Stakeholders widget
* Configuring list Views
* Expanding list Views
* Configuring partial Views
* Configuring details Views
* Configuring tabs
* Visibility conditions for Case Pages
* Configuring dynamic tabs
* Configuring a confirmation View
* Configuring forms
* Configuring operator glimpse Views
* Templates for Views
* DX API preview
* Configuring fields
* Configuring common field settings
* Configuring fields in tables
* Configuring field groups
* Configuring Attachment fields
* Configuring Boolean fields
* Configuring Currency fields
* Configuring Date Time fields
* Configuring Decimal, Integer, and Percentage fields
* Configuring location fields
* Configuring Phone fields
* Configuring Picklist field
* Configuring fields for URLs and images
* Configuring fields associated with Case and data objects
* Configuring a single-record reference field
* Configuring a list of records reference field
* Configuring many-to-many reference fields
* Configuring a single-record Embedded Data field
* Configuring a list of records Embedded Data field
* Configuring a solo field from an Embedded Data object
* Configuring a user reference field
* Configuring query fields
* Configuring dynamic field behavior
* Using conditional logic
* Constellation DX components in App Studio
* Branding your application
* Defining themes
* Adding custom fonts to a theme
* Customizing the favicon in your Portals
* Design tokens
* Configuring an accessible UI
* Accessibility standards in Pega Platform
* Out-of-the-box accessibility features in Constellation
* Accessible table navigation
* Run-time keyboard shortcuts
* Best practices for accessibility in Constellation
* Internationalization and localization
* Localizing your application
* Localization limitations
* Creating a translation package
* Importing a translation package
* Creating localization Rules in Dev Studio
* Localizing controls that rely on Data Pages
* Localizing properties with more than one value
* Localizing dynamic values
* Creating localization Rules manually
* Converting your UI for right-to-left languages
* Pre-translating your application with GenAI in Constellation
* Troubleshooting localization
* Embedding Constellation UI in web pages
* Creating web embed
* Custom code in the web embed snippet
* Attributes in web embed
* JavaScript methods in web embed
* getEmbedData
* setEmbedData
* getEmbedInfo
* updateTokens
* Events in web embed
* Troubleshooting web embeds
* Authentication in web embeds
* Third party cookies in web embeds
* Integrating Constellation applications
* Adding a traditional Case to a Constellation application
* Launching traditional pages from Constellation portals
* Working with SDKs to integrate external UIs
* Working with PCore and PConnect Public APIs
* Exploring Pega Digital Experience (DX) API
* Creating Constellation DX components
* Messaging service for Constellation
* Generating PDF in Constellation
* Migrating to Constellation UI
* Incremental migration
* Full migration
* Duplicating the application rule
* Managing migration Rulesets
* Managing migration Access Groups
* Adjusting operator record for migration
* Overriding out-of-the-box properties
* Moving Picklist properties to Constellation
* Migrating Flow Actions
* Traditional UI
* Theme Cosmos taxonomy
* Learning about core user interface principles
* Changes in the design process in Theme Cosmos
* Out-of-the-box UI tools
* Future-proof UI design
* Personas
* Major changes when introducing Constellation UI components
* Application UI setup
* Choosing a UI
* Other resources
* Configuring Portals
* Creating a Portal
* Portals for personas
* Defining a logo for an application
* Defining a Portal header
* Organizing the contents of a Portal
* Pages for applications
* Custom pages
* Home page welcome widget
* Changing the dashboard template
* Configuring Work Queues in the Worklist widget
* Creating a landing page for an application
* Configuring a column-based landing page
* Configuring a list-based landing page
* Configuring a tab-based landing page
* Configuring a dashboard
* Removing a landing page from an application
* Organizing the main navigation for a standard work Portal
* Containers in Portals
* Adding a dynamic container to a Portal
* Adding an AJAX container to a Portal
* Supported actions and limitations in AJAX containers
* Adjusting dialog container width
* Customizing a theme for an application
* Previewing a Portal
* Customizing a user Portal in the phone preview
* Adding, editing, and deleting a preview device
* Working with App Studio forms
* Forms and Views in a Case
* Managing Theme Cosmos UI settings in Case Designer
* Creating Views for new Steps
* Creating Views for Case Types
* Configuring dynamic Views
* Populating Views
* Organizing your View
* Accessing Views in your application
* Summary panel Views
* Customizing the Case details Section
* Adding tabs to the summary panel
* Adding action buttons to a Case header
* Adding buttons to the Case action header
* Widgets in the utilities panel
* Adding a Prediction widget to the Utilities pane
* Preview panel
* UI components in a View
* Adding UI components to a View
* Configuring common control settings
* Defining the behavior of a control
* Managing editing options for controls
* Adding text to controls
* Adding icons to controls
* Setting advanced presentation options for controls
* Adding custom attributes for Traditional DX API to auto-generated
controls
* Configuring a Button control
* Specifying presentation options for a Button control
* Configuring a Link control
* Specifying presentation options for a Link control
* Configuring an Anypicker control
* Configuring an Autocomplete control
* Configuring a Date Time control
* Selecting the date and time format
* Specifying calendar navigation options
* Restricting the years displayed
* Specifying minute intervals
* Specifying week display
* Disabling the selection of weekend days
* Specifying time zones for Date Time controls
* Setting a date range
* Configuring the Thai calendar
* Date properties
* Configuring actionable icon controls
* Standard actionable icons
* Reviewing available icons
* Installing custom icons
* Configuring the Attach content control
* Configuring file size options for the Attach content control
* Geographic reference
* Configuring dynamic system settings for geographic reference
* Configuring the Map control
* Creating a location field
* Text controls
* Configuring a Text input control
* Configuring a Text area control
* Configuring a Rich text editor control
* Creating a custom plug-in for the Rich text editor
* Adding an external plug-in to the Rich text editor
* Spell checker
* Extending the spell checker to other languages
* Enabling adding words to the spell checker dictionary
* Security in Rich text editor
* Integrating TinyMCE editor into your application
* Paragraphs
* Creating paragraph Rules
* Sources of data for your UI
* Levels of configuration for data sources
* Data Page as a source of data
* Data Page types
* Elements of a Data Page
* Report definition as a source of data
* Specifying a data source in a control
* Specifying a data source directly in a property
* Working with Dev Studio forms
* Modular design in Dev Studio
* Harnesses
* Creating harnesses
* Adding scripts and style sheets to a harness
* Configuring display options for a harness
* Harness and Section forms: Help — Client Event Editor
* Advanced options for a harness
* Layouts
* Best practices for layouts
* Creating a dynamic layout
* Modifying the presentation options of the dynamic layout
* Creating a column layout
* Modifying the presentation options of the column layout
* Creating a navigational tree layout
* Modifying the presentation options of the navigational tree layout
* Creating a Repeating dynamic layout
* Repeating dynamic layout - Operations tab
* Configuring drag-and-drop functionality for list items
* Adding and deleting rows in an offline repeating dynamic layout
* Configuring swipe actions for a mobile app
* Limitations of repeating dynamic layouts
* Layout Groups
* Creating a layout group
* Creating a dynamic layout group
* Creating a templated region based on a layout group
* Managing visibility of a group layout tab
* Table layout
* Optimizing table code
* Operations and actions in a table layout
* Creating a table layout with code optimization
* Modifying presentation options of the optimized table layout
* Arranging column visibility by importance
* Prioritizing information in tables
* Configuring table activities
* Configuring drag-and-drop functionality for tables
* Enabling table personalization
* Configuring table operations and toolbar
* Enabling grouping by fields
* Enabling the table columns visibility toggle
* Enabling row height adjustment for a table
* Enabling the refresh View button for a table
* Enabling search in a table
* Adding custom actions to the table toolbar
* Limiting the selection function for long tables
* Supported Actions for optimized tables
* Creating a table layout without code optimization
* Modifying presentation options of the non-optimized table layout
* Configuring master-detail settings
* Creating a hierarchical table layout
* Enabling additional hierarchical table settings
* Configuring a screen layout
* Screen layout - Region properties - General tab
* Upgrading panel sets to screen layouts
* Managing field Validation in hidden Sections
* Configuration options for layouts
* Sections
* Creating Sections
* Creating an embedded Section
* Using full Section editor
* Adding a Constellation table to a Section
* Configuring a Constellation table in a Section
* Displaying the list of recent items in your application
* Disabling the list of recent items
* Custom lists of recent items
* Unit testing a Section
* Design templates
* Best practices for design templates
* Creating design templates
* Custom widgets
* Creating a custom widget
* Referencing data
* data objects in UI
* Enabling run-time data object editing
* Deferred loading of content
* Deferring the loading of content in UI elements
* Loading Data Pages asynchronously
* Modal dialog box
* Configuring a modal dialog box for a button
* Configuring a modal dialog box for a list-based layout
* Configuring confirmation modal dialog boxes
* Adding a chart
* Creating custom menus
* Creating navigation Rules
* Customizing error messages
* Adding a video to your UI
* Managing session timeouts
* Accessing the UI Gallery
* Reusing UI Gallery examples in an application
* Supported display modes by Field Type
* Keyboard shortcuts in Dev Studio
* Using business logic to drive user experience
* Condition builder
* Defining Conditions in the Condition builder
* Defining refresh conditions for UI areas
* Adding action sets to a control
* Adding conditions to an action set
* Adding action sets to a layout
* Available UI actions
* Styling your application with design systems
* Skins
* Best practices for styling your application
* Creating skins
* Configuring skin base settings manually
* Optimizing skins
* Specifying a skin for your application
* Specifying a skin for a Portal
* Component style formats
* Creating style formats
* Styling a layout
* Styling a control
* Removing style formats
* Finding Sections that use a specific format
* Mixins
* Creating mixins
* Modifying existing mixins
* Deleting a mixin
* Creating a custom style
* Attaching a CSS to the skin
* Skin inheritance
* Adding inheritance to an existing skin
* Overriding disabled screen layout formats
* Updating Theme Cosmos in your application
* CSS helper Classes
* Creating CSS helper Classes
* Reviewing CSS helper Class definitions
* Adjusting cell styling by using CSS helper Classes
* Adjusting layout styling by using CSS helper Classes
* Uploading custom font files
* Creating a CSS font file
* Login screen customization
* Configuring the browser requestor
* Editing the source HTML of your login screen
* Editing the text Rules that contain the source CSS for login screens
* Adding a new background image to your login screen
* Adding images to Image Library
* Customizing the favicon in your Portals
* Debugging your UI
* Live UI
* Enabling run-time branching and editing
* Editing with Live UI
* Using PAL
* Browser developer tools
* Tools for testing the UI
* Localizing your application
* Internationalization and localization
* Converting your UI for right-to-left languages
* Preparing your application for translation
* Localized field values
* Localized Rules
* Field value mapping for auto-generated controls
* Localizing your traditional application with AI
* Installing Pega language packs
* Creating a translation package
* Preparing a translation package for a translator
* Importing translations
* Testing the translation package
* Localizing mobile apps for international audiences
* Configuring an accessible UI
* Accessibility standards in Pega Platform
* Out-of-the-box accessibility features
* Supported keyboard navigation
* Accessible navigation in tables
* WAI-ARIA roles in a screen layout
* Best practices for accessibility
* Best practices for configuring UI components
* Best practices for using helper text
* Accessible PDFs
* Inspecting accessibility
* Key errors reported by the Accessibility Inspector
* Checklist for logging accessibility issues
* Accessible Design Checklist
* Custom configuration options for accessibility
* Managing the main content of your application
* Assigning WAI-ARIA roles to a Dynamic Layout
* Setting the navigation menu to permanently expanded
* Setting PDF file versions
* Customizing error messages
* Setting initial focus to the assignment title
* Setting initial focus to a required field
* Configuring semantic headers
* Setting accessible pagination in tables
* Disabling drag and drop in optimized tables
* Enabling row selection in tables
* Navigation patterns in repeating dynamic layouts
* Building custom UI capabilities
* PDFs in traditional UI
* Generating PDFs from your UI
* Adjusting the out-of-the-box PDF compact style sheet
* Using a custom compact style sheet for PDFs
* Generating PDF files from eForms
* HTMLtoPDF parameters
* PDF troubleshooting checklist
* Creating auto-generated custom controls
* Development of web self-service interface
* Pega web mashups for embedding traditional UI in external web pages
* Creating a mashup
* Mashup attributes
* Mashup JavaScript page actions
* Mashup action objects
* Authentication in mashups
* Configuring anonymous authentication for mashups
* Best practices for using mashups
* Best practices for using multiple mashups
* Troubleshooting mashup issues
* Code changes require reloading
* Mashup issues with cross-domain (X-Frame) communication
* Mashup issues with collapsible controls
* Troubleshooting issues with loading mashups
* Cannot load mashup due to SECU0019 exception
* Cannot load the same mashup again based on conditions
* Cannot load a mashup asynchronously based on an event or a flag
* Cannot load a mashup from a non-default Access Group
* Cannot embed a mashup in a Pega application
* Troubleshooting browser-specific issues with mashups
* CORB error with Chrome 80 SameSite cookies
* Chrome CORB issue
* Blocked third-party cookies
* Safari cookies consent issue in versions below 13.1
* Internet Explorer P3P header issue
* Security warnings during mashup deployment
* Mashup code is not consistent with the latest security
enhancements
* Modified parameters in the mashup code prevent access to the
mashup Channel
* Custom JavaScript in application design
* Static content bundles for Theme Cosmos
* Customizing Sections and controls with JavaScript
* Creating non-autogenerated Sections
* Creating non-autogenerated custom controls
* Public JavaScript APIs
* addListItem
* editListItem
* getDataPage
* launchHarness
* launchLocalAction
* openLocalAction
* openURLInWindow
* refreshHarness
* refreshSection
* runActivity
* setValues
* JavaServer Pages tags
* Best practices for using custom JavaScript
* Creating binary file Rules
* Traditional starter packs
* Salesforce Lightning Integration
* Configuring URLs to open as standalone Assignments
* Constellation in traditional UI
* Mobile solutions
* Mobile features overview
* Mobile operating system and browser support
* Archived support matrix
* Working with offline-enabled mobile apps
* Designing applications for mobile use
* UI architecture recommendations for mobile apps
* Designing Constellation applications to support offline mobile features
* Designing applications for offline mode
* Designing the user interface of offline-enabled mobile apps
* Previewing Constellation UI features for offline-enabled mobile apps
* Enabling read-only offline Constellation
* Designing the user interface of mobile apps
* Adaptive and responsive mobile interfaces
* Developing mobile apps
* Setting up mobile apps
* Adding content to mobile apps
* Authoring list pages
* Authoring Case Pages
* Supported and unsupported Actions for Constellation mobile
applications
* Adding a search gadget
* Adding a floating Action button
* Adding items to the menu bar
* Enabling Case Processing in offline-enabled mobile apps
* Creating offline Configuration templates
* Enabling support for components in offline mode
* Excluding Data Pages from packaging in offline-enabled mobile apps
* Excluding Data Pages from delta synchronization in offline-enabled
mobile apps
* Making custom resources available in offline mode
* Routing Case Status conflicts in offline mode
* Previewing mobile apps
* Enhancing mobile apps
* Applying a custom theme to mobile apps
* Customizing the icon and launch screen of mobile apps
* Customizing the image assets of mobile apps
* Customizing the theme of mobile apps
* Branding Assets Templates For Pega Mobile Client
* Engaging mobile users with push notifications
* Configuring push notifications for Android apps
* Configuring push notifications for iOS apps
* Sending push notifications with the push console
* Tracking mobile users based on geolocation data
* Enhancing a mobile app with the native header
* Localizing mobile apps for international audiences
* Adjusting the performance of offline-enabled mobile apps
* Improving the synchronization of offline-enabled mobile apps with large
Data Pages
* Best practices for configuring large Data Pages
* Sourcing large Data Pages from a report definition
* Sourcing large Data Pages from a connector, activity, or Data
Transform
* Creating a data type
* Creating a Data Page
* Defining a JavaScript function when sourcing large Data Pages from
a connector, activity, or Data Transform
* Further customizing data population
* Data population for large data pages
* Asynchronous population of large Data Pages
* Adding JavaScript code to Pega Platform applications
* Declaring a Data Page as large
* Caching data in offline-enabled mobile apps
* Disabling Processing of attachments and signatures in offline mode
* Limiting offline packaging to data from the user's worklist
* Disabling server-side post-Processing in offline cases
* Configuring external temporary storage options for attachments
* Configuring action queue management
* Adjusting the usability of offline-enabled mobile apps
* Extending mobile apps with JavaScript APIs
* JavaScript APIs for offline-enabled mobile apps
* Adding JavaScript code to offline-enabled Pega Platform applications
* Generating native mobile apps
* Configuring mobile build server settings
* Default security settings for mobile apps
* Preparing mobile apps for signing
* Understanding certificate sets for Android
* Obtaining a signing certificate for Android apps
* Creating an Android certificate set
* Understanding certificate sets for iOS
* Obtaining an App ID for iOS apps
* Obtaining a signing certificate for iOS apps
* Obtaining a mobile provisioning profile for iOS apps
* Creating an iOS certificate set
* Creating an unsigned iOS certificate set
* Signing iOS apps locally
* Building mobile apps
* Generating a mobile app for different Pega environments
* Updating mobile apps
* Updating mobile Channels that reuse web Portals
* Best practices for updating mobile apps
* Best practices for updating offline-enabled mobile apps
* Pega Mobile Client resolved issues
* Troubleshooting mobile apps
* Troubleshooting mobile app misconfiguration and authentication issues
* Troubleshooting an iOS mobile app
* Resolving Case Status conflicts in offline mode
* Accessing mobile device logs
* Pega Mobile Client resolved issues
* Understanding offline features
* Flow Processing in offline mode
* Offline-supported flow Processing features
* Actions in offline mode
* Local Actions in offline mode
* Offline-supported Actions
* Controls in offline mode
* Offline-supported controls
* Attach content support in offline mode
* Packaging a signature after the work object is resolved
* When Rules in offline mode
* Decision tables in offline mode
* Decision trees in offline mode
* Validate rules in offline mode
* Offline Validation API
* Function rules in offline mode
* Data Transforms in offline mode
* Offline Data Transform API
* Data synchronization in offline mode
* Customizing synchronization indicators
* Configuring time-outs for synchronization indicators
* Offline Case packaging optimization during synchronization
* Propagating application model changes to offline-enabled mobile apps
* Enabling online-only features in offline mode
* JavaScript API for running activities in offline mode
* JavaScript API for scheduling activities in offline mode
* Securing mobile apps
* Security mechanisms for mobile apps
* Selecting an authentication service
* Configuring Pega Client for Windows for OAuth 2.0
* Increasing mobile app security with time-outs and native locks
* Making mobile apps available to users
* Distributing mobile apps
* Downloading installation packages
* Publishing mobile apps on Google and Apple stores
* Distributing mobile apps with Enterprise Mobile Management solutions
* Performing advanced mobile app development tasks
* Incorporating Pega into external mobile apps
* Customizing fonts for the native mobile app components
* Uploading custom font files
* Modifying the fonts settings file for font customization
* Modifying the application skin for font customization
* Replacing the icon font in imported applications
* Converting the icon font for imported applications
* Uploading custom font files
* Creating the font settings file for imported applications
* Modifying the font settings file for imported applications
* Configuring search in mobile apps
* Native search capability in mobile apps
* Configuring categories for mobile search
* Configuring a search Action in a mobile app
* Configuring direct authentication against an external OIDC server for
Pega Infinity Mobile Client
* Custom parameters for direct authentication against an external OIDC
server
* Configuring the client registration for Pega Mobile Client
authentication against an external OIDC server
* Enabling the mobile authentication service for Pega Mobile Client
authentication against an external OIDC server
* Custom modules
* Preparing custom modules for upload
* Configuring application package-based mobile app
* Setting up application package options for Android
* Setting up application package options for iOS
* Uploading binary files for an iOS application package
* Uploading an icon for an application package
* Pega Client for Windows overview
* Building a Pega Client for Windows application
* Supported features in Pega Client for Windows
* Generating PDF files from eForms for offline-enabled applications
* What's new in Pega Client for Windows
* Conversational channels
* Pega Email Bot overview
* Pega Email Bot features
* Pega Intelligent Virtual Assistant overview
* Pega Intelligent Virtual Assistant features
* Conversational channel user roles
* Text analysis concepts
* Exploring text predictions and text analyzers
* Implementing an email bot
* Creating an Email Channel
* Defining Email channel behavior
* Add suggested cases
* Generating reply templates with AI
* Setting up text analysis for a suggested case
* Setting up entity property mapping
* Defining suggested responses
* Translating replies to another language with AI
* Configuring a text prediction
* Adding a text analyzer
* Defining topics for text analysis
* Enabling subject analysis in email
* Enabling email attachments analysis
* Enabling automatic language detection
* Disabling NLP analysis
* Enabling entity feedback
* Mapping entities to suggested case properties
* Configuring intelligent email routing
* Testing email routing conditions
* Training the model
* Enabling the training data recording
* Adding training data with AI
* Creating training data manually
* Correcting training data
* Transferring training data
* Applying changes to model
* Triaging incoming emails
* Email triage process
* Email Manager Portal for Constellation
* Setting up Email Manager Portal for Constellation
* Replying to customers by email
* Forwarding emails to other stakeholders
* Transferring triage cases
* Searching triage cases
* Spinning off business cases
* Resolving triage cases
* Sending Pulse messages
* Associating service requests
* Setting up work queues
* Viewing reports for the Email channel
* Built-in reports for the email bot
* Customizing the Email channel
* Enabling Pega GenAI features
* Configuring search for Pega Email Manager
* Enabling traditional Cases in Email Manager Portal for Constellation
* Configuring spam detection
* Email processing API for the Email channel
* API integration for reading emails
* API integration for sending emails
* Enabling the sending of emails using API
* Integrating EDPS with an email bot
* Setting up EDPS extensions
* Email bot EDPS extensions
* Enabling EDPS for an email bot
* Enabling inline images in triage cases
* Adding URL mappings for inline images
* Creating outbound email templates
* Enabling sending acknowledgment emails
* Enabling reports for the email bot
* Adding the report dashboard to portals
* Configuring how the email bot handles a reply to forwarded emails
* Configuring to display a user name in emails
* Overriding the default language
* Enabling training the model based on email attachments
* Disabling DSN failure emails
* Troubleshooting the email bot
* Enabling email bot logs
* Troubleshooting email accounts
* Troubleshooting routing conditions
* Troubleshooting other issues
* Updating to the '24.1 version
* Updating to the '23 version
* Updating to the 8.7.1 version
* Updating to the 8.6 version
* Updating the email bot to the 8.5 version
* Migrating triage cases to new tables
* Archiving resolved emails
* Database schema for tables
* Creating an Email channel from an existing channel
* Implementing an Intelligent Virtual Assistant
* Creating a Digital Messaging channel
* Digital Messaging channel overview
* Digital Messaging Service overview
* Digital Messaging data residence and retention
* Digital Messaging data model
* Digital Messaging storage methods and controls
* Setting up the IVA for Facebook Messenger
* Setting up the IVA for SMS/MMS (Twilio)
* Setting up a Twilio account
* Legacy Webchat to Web Messaging migration best practices
* Troubleshooting checklist for the Legacy Webchat to Web Messaging
migration
* Setting up the IVA for Web Messaging
* Adjusting the Web Messaging appearance
* Real-time translation for Web Messaging
* Enabling real-time translation for Web Messaging
* Configuring Google Translate API key
* Adding custom localizations in Web Messaging
* Sequence for determining language in Web Messaging
* Passing website language using PegaChatTags
* Embedding the Web Messaging widget in a native Pega Platform
application
* Enabling virus scanning for Web Messaging
* Virus scanning in Web Messaging
* Configuring proactive chat for Web Messaging
* Rich-text formatting in Web Messaging
* Setting up the IVA for WhatsApp
* Adding a WhatsApp number
* Optional WhatsApp configuration
* Customizing menu options for WhatsApp or SMS
* Menu configuration options for WhatsApp or SMS
* Best practices for WhatsApp chatbot
* Enabling WhatsApp content template replies
* Setting up the IVA for Android app messaging
* Setting up the IVA for iOS app messaging
* Setting up the IVA for Client Channel API
* Client Channel API
* Client Channel API guidelines
* Client Channel API payload
* Web Messaging widget callbacks
* Configuring Digital Messaging channel security
* Configuring on-premises environment for Digital Messaging access
* BYOK encryption for Digital Messaging
* Configuring BYOK encryption for Digital Messaging
* BYOK encryption flow in Digital Messaging Service
* BYOK encryption Private Data requirements
* Control session initialization for BYOK
* Template operator for IVA channel
* Defining conversational channel behavior
* Adding a stand-alone conversation process
* Editing the conversation smart shapes
* Adding a case type conversation process
* Adding a conversational Channel to a Case Type Process
* Adding case commands
* Adding response commands
* Configuring a text prediction
* Adding a text analyzer
* Defining topics for text analysis
* Configuring system responses
* Enabling Pega Knowledge Buddy
* Knowledge Buddy integration
* Configuring a Knowledge Buddy
* Troubleshooting Knowledge Buddy integration
* Guidelines for sharing text analytics models
* Simulating a conversation and building a chatbot
* Verifying detected topics and entities
* Modifying response questions
* Creating entities
* Mapping entities to case properties
* Applying changes to the model
* Training the model
* Enabling the training data recording
* Creating training data manually
* Generating training data with AI
* Correcting training data
* Transferring training data
* Applying changes to the model
* Best practices when training model-based entities
* Best practices when building rule-based entities
* Best practices for cleaning up training data
* Updating properties to the '23 version
* Troubleshooting the conversational channel
* Troubleshooting conversational channel issues
* Troubleshooting the Digital Messaging channel
* Creating an IVA channel from an existing channel
* Creating an Alexa channel
* Installing the Alexa Channel component
* Creating an Alexa skill definition
* Setting up an Alexa channel
* Updating the Alexa skill configuration
* Testing the Alexa skill definition
* Insights and Reporting
* Insights
* Explore Data
* Customizing Explore Data
* Specifying objects in Explore Data
* Enabling Explore Data in UI Kit
* Creating Insights
* Generating Insights by using AI
* Creating Insights from UI authoring
* Customizing table-based Insights
* Customizing chart-based Insights
* Managing data series in Insights
* Color-coding the appearance of data series
* Benchmarking data with reference points
* Grouping data in Insights
* Grouping information by dates
* Grouping information by custom categories
* Adding custom numeric groups
* Creating simple value charts
* Viewing underlying records of Insights
* Applying promoted filters
* Managing the Visibility of Insights
* Adding Insights to your application
* Scheduling Insights
* Managing scheduled Insights
* Dashboards
* Creating dashboards
* Troubleshooting Insights issues
* Login prompt appears too often
* Removing the thousands separator from columns with numbers
* Renaming Explore Data objects
* Troubleshooting missing columns in Explore Data
* Troubleshooting missing data objects in Explore Data
* Troubleshooting Portal issues
* Insights and Reporting versus external tools
* Traditional reports
* Report Browser
* Report types
* Report categories
* Creating a report category in Report Browser
* Creating a report
* Best practices for creating reports
* Adding columns to reports
* Sorting and grouping columns in list reports
* Duplicating existing reports
* Running a report
* Report Viewer
* Reports run on schedule
* Scheduling reports
* Managing report subscriptions
* Subscribing to reports
* Testing scheduled reporting tasks
* Updating scheduled reporting tasks
* Removing scheduled reporting tasks
* Editing a report
* Report Editor
* Data Explorer
* Modifying list reports
* Modifying summarized reports
* Adding filter conditions
* Editing filter conditions
* Editing filter logic
* Managing charts in Report Editor
* Removing charts in Report Editor
* Converting a list report to a summarized report
* Converting a summarized report to a list report
* Creating advanced reports
* Report definitions
* Reporting landing page
* Setting resource limits for reporting
* Including report metadata in Excel reports
* Charts in reports
* Defining associations for map charts
* Adding maps to reports
* Adding charts in the Report Definition rule form
* Removing charts in the Report Definition rule form
* Enabling users to view detailed chart data
* Exposing detailed chart data
* Styling charts in the application skin
* Associations
* Creating simple associations between classes
* Creating advanced associations between classes
* Referencing association rules in a report
* Viewing associations that are available for reporting
* Creating Class joins in reports
* Using join filters to combine data in reports
* Using aggregation to combine data in reports
* Excluding items from Report Browser
* Managing filter options in Report Viewer
* Creating an advanced report category
* Managing report categories
* Creating a report shortcut
* Managing reports shortcuts
* Reviewing usage report statistics
* Creating usage reports
* Customizing usage reports
* Specifying a data source for reports
* Disabling usage of a reports database
* Data extraction
* BIX extraction overview
* Enabling the BIX Ruleset
* Upgrading BIX
* Extract rules overview
* Creating and running an Extract rule
* Creating and running an Extract: Filter Criteria
* More about Extract rules
* Using the Job Scheduler rule to extract data with BIX
* Running an Extract rule by using an agent
* Unique run identifier
* Overview of BIX extractions in Pega Cloud environments
* Procedures for BIX extractions in Pega Cloud environments
* Configuring the Pega Cloud SFTP service to access BIX extract files
* Configuring an FTP listener to access BIX data extracts in Pega Cloud
environments
* Configuring an activity to access BIX extract files
* Troubleshooting BIX in Pega Cloud environments
* Overview of BIX extractions in on-premises systems
* Running a BIX command-line extraction in on-premises systems
* Configuring the source database for BIX command-line extractions in
on-premises systems
* Configuring the target database for BIX command-line extractions in
on-premises systems
* Configuring optional prconfig.xml settings in on-premises systems
* Configuring BIX logs for command-line extractions in on-premises
systems
* Enabling password encryption for BIX command-line extractions in
on-premises systems
* Running a BIX command-line extraction in on-premises systems
* Generating a DDL file for command-line Database Schema extractions
* Running a BIX command-line extraction using ANT build files in
on-premises systems
* Troubleshooting BIX for on-premises environments
* BIX logging
* Viewing and configuring BIX logs
* BIX error handling
* Optimizing BIX data extraction performance
* BIX performance benchmark
* Security
* Security foundations
* Data encryption foundations
* Cookie usage in Pega software
* Security Checklist
* Creating stories from the Security Checklist
* Security Checklist core tasks
* Security Checklist additional tasks
* Security Checklist when deploying on Pega Cloud
* Security Checklist when deploying in on-premises environments
* Assessing your application using the Security Checklist
* Adding the Security Checklist to an application created before 7.3.1
* Implementing security guidelines for test environments
* Authentication
* Authentication services
* Mapping authentication services in Dev Studio
* Creating an authentication service
* Configuring login authentication with basic credentials
* Mapping operator information for a basic authentication service
* Specifying preauthentication and postauthentication activities for a
basic authentication service
* Requiring reauthentication for new and expired sessions for a basic
authentication service
* Configuring operator provisioning for a basic authentication service
* Enforcing policies from the Security Policies landing page
* Customizing authentication screens in your Pega application
* Activating your basic authentication service
* Configuring SSO login authentication with a SAML identity provider
* Configuring the identity provider for a SAML SSO authentication
service
* Mapping operator information for a SAML SSO authentication service
* Specifying preauthentication and postauthentication activities for a
SAML SSO authentication service
* Requiring reauthentication for new and expired sessions for a SAML
SSO authentication service
* Configuring operator provisioning for a SAML SSO authentication
service
* Overriding the service provider settings for a SAML SSO
authentication service
* Enforcing policies from the Security Policies landing page
* Activating your SAML SSO authentication service
* Updating an expired identity provider certificate in a SAML
Authentication Service
* Updating an expired Service Provider certificate in a SAML
Authentication Service
* Configuring SSO login authentication with an OpenID Connect identity
provider
* Configuring the identity provider for an OpenID Connect SSO
authentication service
* Configuring advanced features for an OpenID Connect SSO
authentication service
* Mapping operator information for an OpenID Connect SSO authentication
service
* Specifying preauthentication and postauthentication activities for an
OpenID Connect SSO authentication service
* Requiring reauthentication for new and expired sessions for an OpenID
Connect SSO authentication service
* Configuring operator provisioning for an OpenID Connect SSO
authentication service
* Enforcing policies from the Security Policies landing page
* Activating your OpenID Connect SSO authentication service
* Configuring login authentication for an anonymous operator
* Configuring the anonymous operator for an anonymous authentication
service
* Specifying preauthentication and postauthentication activities for an
anonymous authentication service
* Mapping operator information for an anonymous authentication service
* Activating your anonymous authentication service
* Configuring an application to use an anonymous authentication service
* Configuring custom or Kerberos login authentication
* Configuring login using a custom authentication service
* Identifying the operator for custom authentication services
* Configuring login using a Kerberos authentication service
* Identifying the operator for Kerberos authentication services
* Configuring the challenge behavior for custom or Kerberos
authentication services
* Configuring the time-out behavior for custom or Kerberos
authentication services
* Mapping additional operator information for custom or Kerberos
authentication services
* Testing login authentication services
* Transport Layer Security (TLS) best practices
* Configuring login policies such as multi-factor authentication,
CAPTCHA, and attestation
* Security policies settings
* Security policies
* Using the login policies settings
* Customizing CAPTCHA presentation and function
* Fine-tuning the display and function of the CAPTCHA default
* Substituting another service for the default CAPTCHA
* Substitute a third-party service
* Substitute a solution developed in-house
* Multi-factor authentication with a one-time password
* Configuring multi-factor authentication policies
* Generating a one-time password
* Generating a one-time password by calling an activity
* Generating a one-time password by calling an API
* Verifying a one-time password
* Verifying a one-time password by calling an activity
* Verifying a one-time password by calling an API
* Attestation
* Configuring a token credentials authentication service
* Mapping operator information for a token credentials authentication
service
* Specifying preauthentication and postauthentication activities for a
token credentials authentication service
* Requiring reauthentication for new and expired sessions for a token
credentials authentication service
* Activating your token credentials authentication service
* More about authentication services
* Authentication services and Rule availability
* Authentication services and security policies
* Application URL patterns for various authentication service types
* Adding an application URL alias
* Adding custom error messages in a post-authentication activity
* Authenticating requests in services
* Authenticating requests in connectors
* Authentication profiles
* Creating an authentication profile
* Configuring a Basic authentication profile
* Configuring an NTLM authentication profile
* Configuring an OAuth 2.0 authentication profile
* Configuring an Amazon Web Services authentication profile
* Potential problems with keystores when using AWS KMS
* Configuring a Microsoft Azure authentication profile
* Setting up an OAuth 2.0 client registration
* OAuth 2.0 client registrations
* Creating and configuring an OAuth 2.0 client registration
* OAuth 2.0 Management Services
* Understanding authorized access tokens
* Enhanced refresh token strategy
* Understanding dynamic client registration
* Creating and configuring an OAuth 2.0 provider
* OAuth 2.0 providers
* Creating an identity mapping data instance
* Identity mapping
* Using JNDI to specify an LDAP server when using an authentication service
* Authentication time-out
* Authentication login failures
* Security tab of the Application Definition
* Web Service Security profile
* Creating a WS-Security profile data instance
* Defining keystores for WS-Security profile data instances
* Defining inbound SOAP messages for WS-Security profile data instances
* Defining outbound SOAP messages for WS-Security profile data instances
* Authorization
* Role-based access control
* Learning about Access Groups
* Viewing Access Groups and operators
* Creating an Access Group
* Assigning work pools to an Access Group
* Work Pools and Access Groups
* Granting Portal access to an Access Group
* Configuring Case Type access
* Viewing authorizations for Case Type items in a single Access Group
* Editing authorizations for Case Type items in a single Access Group
* Viewing authorizations for Case Type items in all Access Groups
* Viewing authorizations for Processes and Flow Actions in a single
Access Group
* Editing authorizations for Processes and Flow Actions in a single
Access Group
* Access Manager
* Configuring tools access
* Application tools
* Viewing tools authorization for a single Access Group
* Viewing tools authorizations in all Access Groups
* Editing tools authorization for a single Access Group
* Configuring advanced settings for Access Groups
* Configuring security settings for an Access Group
* Defining a run-time configuration for an Access Group
* Defining a design-time configuration for an Access Group
* Dynamically adding roles during user authentication
* Granting Personas access to Channels and pages
* Managing Access Roles
* Standard Access Roles
* Security of Access Roles
* Dependent roles
* Viewing Access Roles
* Creating an Access Role by using the Rule form
* Adding a role to an Access Group
* Configuring an Access Role
* Granting Portal access to an Access Group
* Updating Access Groups by submitting a request to an active instance
* Controlling role evaluation for Access Groups
* Viewing operations available to Access Role assignees
* Viewing activities available to Access Role assignees
* Security tab of the application ID form
* Application ID data instances
* Advanced settings for Access Roles
* Understanding Access When rules
* Completing the New or Save As form for Access When rules
* Completing the Conditions tab for Access When rules
* Implementing advanced settings for Access Deny rules
* Understanding Access of Role to Object rules
* Creating an Access of Role to Object rule
* Defining permissions by using Access of Role to Object rules
* Specifying privileges for an Access of Role to Object rule
* Defining access settings for an Access of Role to Object rule
* Listing Access of Role to Object rules
* Standard Access of Role to Object rules
* Understanding Access Deny rules
* Completing the New or Save As form for Access Deny rules
* Completing the Security tab for Access Deny rules
* More About Access Deny rules
* Using setting rules
* Creating a setting
* Configuring a setting
* Role permissions and privileges in Access Manager
* Creating a privilege
* Granting privileges to an Access Role
* Standard privileges
* Granting privileges by using Access Manager
* Modifying operator permissions with Access Manager
* Reviewing user privileges for a role by using Access Manager
* Customizing the Access Manager privileges tab
* Enabling a user to perform other users' assignments
* Granting conditional access to all users in an Access Group
* Granting conditional access to one user
* Standard organization-based Access When conditions
* Turning on privilege inheritance for Access Roles
* Privilege inheritance for Access Roles
* Requiring a privilege for a Rule
* Viewing the roles that have a privilege
* Creating a property security rule
* Property security rules
* Configuring a property security rule
* Generating "Work & Process" application authorization settings
documentation
* Single Access Group report
* Generating a single Access Group report
* All Access Groups report
* Generating the all Access Groups report
* Adding custom tools to Access Manager
* Creating an expandable section for custom tools
* Adding a subsection for similar tools
* Adding a custom tool
* Restricting access to views in your application
* Attribute-based access control
* Creating an access control policy
* Access Control Policy rule
* Masking property visibility for users
* Configuring encryption for properties in embedded classes
* Creating an Access Control Policy condition
* Access Control Policy Condition rule
* Using security attributes markings
* Storing of operator security attributes
* Using One Of and All Of conditions
* Managing access control policy condition performance
* Managing hierarchical attributes
* Reviewing access control policies
* Verifying access control policies
* Understanding Discovery features for access control policies
* Customizing of Discovery gadgets
* Enabling discovery features for access control policies
* Adding a Discovery gadget to a customized user interface
* Enabling attribute-based access control
* Client-based access control
* Defining client-based access control rules
* Creating a client-based access control rule
* Configuring a client-based access control rule
* Configuring client-based access control for a non-Pega data source
* Specifying a client-based access control Rule on an abstract class
* Basic access control
* Verifying requests at the application layer
* Recognizing BAC issues
* Using Access Control Checks
* Verifying requests when using custom controls
* Configuring a custom control by using the Rule form
* Configuring the custom control by encrypting the URL in JavaScript
* Configuring the custom control by registering the action page in Java
* Basic Access Control Mapping
* Action category: Display
* Action category: Process Work
* Action category: Launch
* Action category: Get Work
* Action category: List
* Action category: Other
* Operators
* Enabling, disabling and deleting operators
* Viewing locked and disabled operators
* Disabling an operator
* Enabling operators
* Unlocking an operator
* Deleting operators
* Managing the operators of your application
* Creating an operator ID
* Adding an operator by using the organizational chart
* Defining user contact information and application access
* Fields for operator contact information and application access
* Defining work routing settings for an operator
* Fields for operator teams, Work Queues, and schedules
* Defining security information for an operator
* Auditing
* Tracking and auditing changes to data
* Enabling security auditing for a data class or Rule Type
* Customizing the memo text for an audited rule
* Auditing changes to aggregate properties
* Auditing field-level changes to security Rule and data instances
* Opening the appropriate model to review the default properties
* Creating a declarative trigger
* Verifying your new auditing changes
* Extending the security auditing feature to record changes to additional
properties
* Tracking changes to a Page List property
* Tracking changes to a Single Value property
* Tracking and auditing actions by developers and users
* Selecting a security event to monitor
* Adding a custom security event
* Security events log
* Tracking login failures by using a report
* Monitoring security alerts and events
* Logging each use of harness and flow action rules
* Mitigating common security vulnerabilities
* Compliance with regulatory standards
* General Data Protection Regulation
* Building a client-based access control environment
* GDPR request management application
* Personal data restrictions for GDPR
* Configuring the Java injection check
* Implementing security guidelines for custom HTML
* Analyzing security vulnerability search results
* Security guidelines for custom HTML
* Regular Expression rules
* Creating a regular expression rule
* Testing regular expressions
* Understanding and avoiding cross-site scripting
* Filtering all inputs
* Filtering HTML and XML outputs
* PublicAPI methods for XSS filtering
* Content security policies
* Securing your application with a content security policy
* Creating a content security policy
* Allowing a website as an exception to a content security policy
directive
* Using HTTP response headers
* Creating a custom HTTP response header
* Testing a custom HTTP response header
* Configuring additional dynamic system settings for security
* Creating a dynamic system setting
* Bcrypt hashing algorithm for Password property types
* Defining cross-origin resource sharing policies
* Creating a cross-origin resource sharing policy
* Mapping an endpoint to a cross-origin resource sharing policy
* Configuring the deserialization filter
* Java deserialization
* Understanding cross-site request forgery
* Enabling and configuring Cross-Site Request Forgery settings
* Enabling cross-site request forgery support
* Securing your application user interface
* Controlling access to an entire case type
* Restricting who can use a Flow Action
* Controlling access to Flow Actions
* Controlling access to sections, buttons, and other UI controls
* Controlling access to reports
* Validating user input and preventing invalid values
* Controlling access to individual cases
* Encrypting the values of sensitive properties
* Masking the values of sensitive properties
* Securing your application for mashup communication
* Securing Constellation applications
* Security operations
* Encryption
* Encrypting application data
* Configuring the platform cipher and activating the keystore
* Viewing keystore usage history in the platform cipher
* Forcing data key rotation in the platform cipher
* Creating a custom cipher
* Configuring a custom cipher
* Encrypting the storage stream (BLOB)
* Storage stream encryption of selected classes
* Encrypting individual properties
* Key management system for application data encryption
* Creating a keystore for application data encryption
* Configuring an Amazon Web Services Key Management Service keystore
* Configuring an Amazon Key Management Service (KMS) key rotation
* Configuring a Microsoft Azure Key Vault keystore
* Configuring a HashiCorp Vault keystore
* Configuring a Google Cloud KMS keystore
* Encrypting application data by using a custom key management service
* Encrypting system data by using a custom key management service
* Configuring a keystore for a master key from a custom source
* Creating a data page for a master key from a custom source
* Creating a data page activity for a master key from a custom source
* Keystores
* Configuring a keystore by uploading a file
* Configuring a keystore by using a file reference
* Configuring a keystore by using a URL reference
* Configuring a keystore by using a data page reference
* Creating a data page for a keystore
* Creating a data page activity for a keystore
* Changing the default keystore caching settings
* Creating a keystore instance for an external key management service
* Importing an X.509 certificate
* Managing X.509 certificates
* Expiring certificate notifications
* Enabling encrypted communication between nodes
* Creating keystore.jks and truststore.jks files
* Uploading the keystore and truststore files
* Enabling encryption
* Token profile data instance
* Creating token profiles
* Creating a generation JSON Web Token profile
* Configuring activities to generate a JSON Web Token
* Previewing the JSON Web Token profile
* Creating a processing JSON Web Token profile
* Configuring an activity to process a JSON Web Token
* Securing an activity
* Setting a privilege to secure an activity
* Adding new privileges to roles after an upgrade
* Using the Privilege Information Utility
* Servlet and Filter management
* Servlet management
* Adding a servlet
* Cloning a servlet
* Configuring a servlet
* Disabling a servlet
* Deleting a servlet
* Moving the * URL pattern between servlets
* Filter management
* Security in App Studio
* Creating a Google authentication service
* Creating a SAML SSO authentication service in App Studio
* Creating an OIDC SSO authentication service in App Studio
* Mapping authentication services in App Studio
* DevOps
* Understanding DevOps concepts
* Understanding development
* Understanding continuous integration
* Understanding continuous delivery
* Understanding deployment
* Applying DevOps concepts in Pega Platform
* Developing Pega applications
* Understanding the DevOps release pipeline
* Development workflow
* Understanding development best practices working in a shared
environment
* Understanding development best practices in a distributed development
environment with multiple teams
* Adding a branch from a repository
* Publishing a branch to a repository
* Understanding rule rebasing
* Configuring settings for rebasing
* Enabling the Pega repository type
* Enabling Ruleset versions for Pega repositories for rebasing
* Rebasing Rules to obtain latest versions
* Understanding best practices for version control in the DevOps pipeline
* Using the RuleSet Stack Landing Page Lock and Roll features for
managing Ruleset versions
* Migrating application changes
* Understanding application migration requirements
* Understanding application migration scenarios
* Deploying application changes to your staging or production environment
* Deploying the application archives
* Testing the deployment
* Activating the release for all users
* Rolling back a problematic deployment
* Packaging a release on your development environment
* Creating the release target
* Locking the release
* Creating the application archives
* Understanding application release changes, types, and processes
* Automating deployment pipelines using Open DevOps solutions
* Downloading and installing prpcServiceUtils
* Using prpcServiceUtils and Jenkins for automated application deployment
* Configuring the Jenkins build environment
* Configuring the Jenkins project
* Configuring Jenkins in 5.1.x
* Adding build steps to import or export the archive
* Adding export build steps
* Adding import build steps
* Importing or exporting the archive by running the Jenkins job
* Running test Cases and suites with the Execute Tests service
* Request parameters
* Response
* Configuring your default Access Group
* Configuring your build environment
* Running tests and verifying results
* Test failures
* Testing Pega applications
* PegaUnit testing
* Understanding unit test Cases
* Creating unit test Cases for Rules
* Creating unit test Cases for processes and Case types
* Data that you can record for flows and Case types
* Excluding work Class properties from flows and Case Type tests
* Defining expected test results with assertions
* Configuring activity status assertions
* Configuring assigned to assertions
* Configuring attachment exists assertions
* Attachment exists assertions
* Configuring Case instance count assertions
* Configuring Case Status assertions
* Configuring Decision result assertions
* Configuring expected run-time assertions
* Configuring list assertions
* Configuring page assertions
* Page assertions
* Configuring property assertions
* Configuring result count assertions
* Opening a unit test Case
* Running a unit test Case
* Viewing test Case results
* Exporting a list of test Cases
* Managing unit tests and test suites
* Best practices for designing Pega unit tests
* Grouping test Cases into suites
* Creating unit test suites
* Opening a unit test suite
* Running a unit test suite
* Viewing unit test suite run results
* Adding Cases to a test suite
* Viewing unit test suite run results
* Setting up and cleaning the context for a test Case or test suite
* Setting up your test environment
* Copying and creating Clipboard Pages in setup
* Adding additional Clipboard data
* Simulating Data Pages and third-party connections
* Cleaning up your test environment
* Test environment cleanup
* Viewing unit test reports
* Viewing unit tests without Rules
* Unit testing individual Rules
* Unit testing service Rules
* Providing test data when unit testing service Rules
* Unit testing a Service EJB Rule
* Unit testing a Service File rule
* Unit testing a Service HTTP Rule
* Unit testing a Service dotNet Rule
* Unit testing a Service SAP Rule
* Unit testing a Service SAPJCo Rule
* Understanding Pega Platform 7.2.2 and later behavior when switching
between Pega unit testing and Automated Unit Testing features
* Working with the deprecated AUT tool
* Creating test Cases with AUT
* AUT test Cases
* Creating unit test suites with AUT
* Create or Save as form in AUT test suite
* Contents form in AUT test suite
* Running scenario tests against a user interface
* Scenario testing on Pega Platform
* Application: Scenario testing landing page
* Creating scenario tests
* Opening a scenario test Case
* Editing scenario tests
* Grouping scenario tests into suites
* Running scenario test suites
* Viewing scenario test suite results
* Viewing scenario test results
* Other features
* Extension parameters to run scenario tests
* Delaying scenario test execution
* Automatically rerunning failed scenario tests
* Grouping scenario tests into suites
* Scenario testing as an add-on component
* Installing the add-on component
* Release notes
* Pega Test Automation Kit 1.6.2
* Pega Test Automation Kit 1.6
* Adding custom steps to scenario tests
* Capturing values from the user interface
* Pega Test Automation Kit 1.5
* Creating role-specific scenario tests
* Pega Test Automation Kit 1.4
* Embedding and reusing scenario tests
* Pega Test Automation Kit 1.3
* Attachment control support in scenario testing
* Pega Test Automation Kit 1.2
* Anypicker and Multi-select support in scenario testing
* Setting up and cleaning the context for a scenario test
* Pega Test Automation Kit 1.1
* Attachment support in scenario testing
* Analyzing application quality metrics
* Viewing application quality metrics
* Application quality metrics
* Changing application quality metrics settings
* Estimating test coverage
* Generating a user-level test coverage report
* Generating an application-level test coverage report
* Participating in an application-level test coverage session
* Generating a merged coverage report
* Viewing test coverage reports
* Setting up for test automation
* Creating a test Ruleset to store test Cases
* System administration
* Configuring your system
* Configuring high availability deployments
* Understanding high availability for developer environments
* High availability configuration checklist
* Configuring your system for passivation and activation
* Defining passivation storage
* Architecting a high availability system
* Setting up the components of highly available environments
* Understanding system settings for high availability environments
* Setting up load balancers
* Configuring session affinity for slow drain
* Configuring application tier architecture for redundancy
* Defining highly available integration services
* Managing clusters
* Performing a rolling upgrade
* Privileges and roles
* Cluster settings
* Configuring system settings
* System resource URLs
* Configuring search engines
* Elasticsearch
* Search and Reporting Service
* Search landing page
* Indexing class data
* Reindexing errors
* Enabling the indexing of embedded properties
* Compatibility of search engines upon migration
* Using full-text search based in Elasticsearch
* Pega search API
* Using the search API
* Property modes
* Search gadgets customization
* Checking search index status
* Search indexes
* Statuses of data indexing
* Types of indexing errors
* Enabling the indexing of classes
* Excluding properties with Access Control Policies from search
results
* Specifying custom search properties
* Custom search properties
* Configuring search to allow filtering on embedded properties
* Limitation on page-correlated filters
* Creating dedicated indexes
* Dedicated search indexes
* Deleting dedicated indexes
* Resolving data type conflicts in dedicated indexes
* Configuring a report definition to run against an Elasticsearch
index
* Configuring index host nodes
* Viewing index host node status
* Enabling and disabling encryption for communication among search
nodes
* Viewing search agent information
* Configuring automated search Notifications
* Configuring index host nodes from the user interface
* Removing index host nodes by using a direct connection to the
database
* Viewing the status of an external search service
* Rebuilding search indexes
* Best practices for reindexing data
* Configuring fuzzy search
* Configuring dynamic system settings for search
* Rebuilding search indexes from the user interface
* Stopping or pausing search reindexing
* Rebuilding search indexes by using a direct connection to the
database
* Reindexing a node in a cluster
* Integrating with Apache UIMA
* Using virtual reports in Activities
* Configuring Java compiler access to information
* Changing system names
* Changing the system name setting
* Changing the system name in the database
* Configuring production-level run-time settings
* Creating an application setting
* Defining values for an application setting
* Reference application settings in Rules
* Categorizing application settings
* Configuring dynamic system settings
* Viewing system configuration settings
* Default dynamic system settings
* Creating a dynamic system setting
* Editing a dynamic system setting
* Updating dynamic system settings for an active instance
* Updating dynamic system settings through database connection
* Updating dynamic system settings by using Java methods
* Adding MIME types through dynamic system settings
* Classifying nodes
* Node types for Pega Cloud services environments
* Node types for VM-based and containerized deployments
* Assigning node types to nodes for on-premises environments
* Creating specialized node types for on-premises environments
* Assigning node types to deployment tiers for containerized
environments
* Creating node types for different purposes
* Node management
* Clustered deployment
* Balancing HTTP traffic across multiple server nodes
* Setting the outbound port for cluster communication
* Changing node settings by modifying the prconfig.xml file
* Downloading and viewing the prconfig.xml file for a specific node
* Changing a prconfig setting value for a subset of nodes
* System node data instances in on-premises systems
* Updating the system node description in on-premises systems
* Identifying active nodes
* Setting application-specific configuration settings
* Creating a configuration definition
* Editing a configuration definition
* Temporarily overriding a configuration definition value
* Reverting to a default configuration definition value
* Creating a configuration bundle
* Editing a configuration bundle
* Exporting a configuration bundle to a JSON file
* Loading a configuration bundle onto an application
* Logging for VM-based deployments and containerized deployments on
Kubernetes
* Viewing logs
* Downloading log files
* Viewing log files in an external log viewer
* Understanding log levels and log categories for controlling PEGA log file
content
* Creating custom log categories for debugging
* Changing the log level of a single log category
* Resetting the log levels of all log categories
* Renaming Pega logs path
* Rolling a log file
* Displaying node types in a log
* Generating logs for autopopulated properties
* Managing your system
* Managing system resources
* General system settings
* Managing listeners
* Starting a listener
* Restarting a listener
* Stopping a listener
* Tracing a listener
* Associating listeners with node types
* Terminating a tracer session for a listener
* Viewing details for a listener
* Debugging listeners by using remote logging
* Managing requestor pools
* Viewing details for a requestor pool
* Clearing a requestor pool
* Requestor pooling for services
* Tuning a requestor pool configuration
* Specifying system-wide security parameters
* Specifying the production level
* Specifying the environment name
* Specifying the lock time-out
* Specifying the number of concurrent sessions
* Managing Requestor Type data instances
* Understanding Requestor Type data instances
* Creating a requestor type
* Defining access permissions for the requestor type
* Assigning a starting activity for the requestor type
* Understanding temporary installation and browsing files
* Managing high availability clusters
* Quiescing high availability nodes
* Quiescing nodes with immediate drain
* Quiescing nodes with slow drain
* Preassembling Rules in an application
* Moving applications between systems
* IBM Db2 for z/OS: Preparing to import
* Preparing to package and move applications
* Packaging your application in a product Rule
* Creating a product Rule that does not include associated data by
using the Application Packaging wizard
* Creating a product Rule of test Case data by using the Package Work
wizard
* Creating a product Rule that includes associated data by using the
Create menu
* Editing a product Rule
* Specifying the content of a product Rule
* Listing product dependencies
* Specifying product Rule deployment options
* Adding historical information to a product Rule
* Previewing and creating the archive file for a product Rule
* Packaging an application from App Studio
* Exporting an application, product Rule, or Ruleset to an archive or
repository by using the Export wizard
* Importing Rules and data by using the Import wizard
* Ensuring that users migrate applications with a pipeline by
restricting the Import wizard
* Importing custom XML files for input streams
* Custom CodeSets
* Importing custom Java archives or classes into a CodeSet
* Pre-import and post-import collections
* Creating pre-import steps
* Pre-import action properties
* Creating post-import steps
* Post-import action properties
* Selecting a file to import
* Setting advanced mode and reviewing the archive contents
* Updating dependent applications
* Viewing and applying schema changes
* Inserting new instances by importing an archive
* Addressing older instances in an import archive
* Automatically populating new columns in existing tables
* Scheduling indexes for population
* Resolving pre-existing Rule conflicts
* Changing the built-on version of an application to the current
version
* Importing the legacy Ruleset from the Resource Kit
* Updating dependent applications with the latest versions of built-on
applications
* Using restore points to enable error recovery
* Creating a restore point
* Listing restore points
* Getting detailed information about a restore point
* Rolling back to a restore point
* Deleting a restore point
* Distributing an application from command line
* Using service-enabled scripting and the prpcServiceUtils tool
* Service-enabled system management log files
* Retrieving service-enabled job status
* Using scripting with direct connection to the database and the
prpcUtils tool
* Exporting Rules and data from the command line
* Exporting Rules and data by submitting a request to an active
instance
* Exporting Rules and data by using a direct connection to the
database
* Importing Rules and data from the command line
* Importing Rules and data by submitting a request to an active
instance
* Importing Rules and data by using a direct connection to the
database
* Generating a DDL file of schema changes that are referenced from an
archive file
* Reviewing migration results
* Improving database performance
* Managing database performance
* Understanding the database structure
* Database stability and recommended connection pool settings
* Database tables
* Database naming conventions
* Database views
* Default database tables
* Assignment tables
* Case tables
* Data object tables
* History tables
* Index tables
* Link tables
* Log tables
* pr_other table
* Rules tables
* System tables
* Work item history types
* Work item reports
* Viewing general database information
* Viewing database tables and Pega Platform metadata by using the
Clipboard tool
* Database foundation classes
* Hybrid data storage model (pzPVStream BLOB)
* Database table primary key (handle)
* Using handles
* Determining if a handle exists
* Finding the handle of an object
* Required columns for tables
* Tables identified at run time
* Stored procedures
* Understanding a split database architecture
* Java user-defined Functions in your Pega database
* Viewing database schema
* Initial database schema
* Platform-generated schema changes
* Viewing the Pega Cloud database schema
* Viewing schema tools action history
* Tracking schema changes
* Viewing database schema using the Modify Schema wizard
* Viewing Data Model classes and properties
* Viewing the property tree
* Viewing database class mappings
* Identifying a schema within a database instance
* Adding and deleting database indexes
* Creating database data instances
* Database data instances
* Defining the database driver
* Creating database instances for prconfig references
* Requirements for creating external relational database instances
* Creating and updating external relational database instances with JDBC
URLs
* Deleting dynamic system settings connection parameters
* Deleting connection parameters in the prconfig file
* Creating relational database instances for JDBC connection pools
* Creating Couchbase database instances
* Creating Cassandra database instances
* Creating database instances by inheriting from an existing connection
* Optimizing schemas
* Optimizing a schema
* Schema Tools
* Viewing column BLOB size
* Increasing column length
* Defragmenting tables
* Updating statistics
* Scheduling schema updates
* Updating PegaRULES after external schema changes
* Optimizing database properties
* Optimizing a property from the user interface
* Removing the optimized status from a property
* Adding columns to your database schema
* Modifying a schema by using the Modify Schema wizard
* Exposing properties using the Modify Schema wizard
* Exposing embedded properties
* Populating properties by using the Column Populator tool
* Populating properties by submitting a request to an active instance
* Populating properties by using a direct connection to the database
* Example column populator Configurations
* Optimizing properties by using the Select values gadget
* Using declarative indexes to improve reporting
* Declare Index Rule details
* Setting up a declarative index
* Configuring Declare Index Rules
* Creating Declare Index Rules
* Defining indexing parameters
* Defining the index clipboard page
* Managing table growth
* Trimming and purging tables
* Trimming the pr_perf_stats table
* Planning tablespace
* Managing table turnover rates
* Counting the rows in a database table
* Creating a file containing database updates for import
* Working with class groups
* Automatically creating class groups
* Manually creating class groups
* Keys tab on the Class Group form
* Locks tab on the Class Group form
* Cloning class groups
* Creating separate tables for child classes
* Segregating Cases into a dedicated table
* Running SQL queries on Pega Cloud
* Viewing previously run queries
* Exporting previously run query results
* Using Query Inspector to improve SQL queries
* Improving database batch processing performance
* Archiving and expunging Case data
* The Case archiving and data expunging processes
* Secondary storage repository for archived data
* Planning your Case archiving process
* Configuring the Case archiving process
* Settings that control Case archiving processes
* Configuring your data retention policy
* Archiving custom associated classes
* Configuring custom resolution status
* Searching by embedded page-list properties
* Modifying settings that control the tracking of deleted Case archives
* Excluding Cases from archival and expunge
* Viewing excluded cases
* Viewing Case archiving statistics and log file entries
* Retrieving archived Case data
* Direct purging of Case data without archiving
* Monitoring system health
* Pega Diagnostic Center
* Downloading the system state for a node or cluster
* Viewing Pega Platform system details
* Garbage collection and memory management
* Verbose logging of garbage collection operations
* Analyzing system performance
* Tracking utilization statistics with Performance Analyzer
* Viewing performance summary of requestor sessions
* Viewing detailed performance statistics for requestor sessions
* Adjusting CPU statistics tracking
* Interpreting the summary chart in Performance Analyzer
* Viewing performance statistics for services
* Performing a database trace
* Viewing database trace results in Excel
* Generating a system-wide database trace
* Tracking Rule utilization statistics with Performance Profiler
* Profiling your requestor session
* Interpreting Performance Profiler results
* Profiling all node activity
* Identifying Rules that use page lists
* Reporting on Rule usage snapshots
* Rule usage snapshots
* Creating an interim Rule usage snapshot
* Updating the Rule usage snapshot parameters
* Deploying static content to an edge server
* Reviewing and managing lengthy service operations
* Verifying that an instance is running
* Capturing performance details for requestor usage
* Generating usage reports
* Identifying loaded module versions
* Licenses
* Creating a license
* Classifying Rules for license compliance
* License compliance
* Managing background processing resources
* Background processing best practices
* Job schedulers and queue processors included with Pega Platform
* Managing job schedulers
* Job scheduler Rules
* Node and cluster default job schedulers
* Creating a job scheduler Rule
* Configuring the Performance tool for job scheduler Rules
* Changing a job scheduler Rule state
* Job scheduler FAQ
* Managing queue processors
* Understanding queue processors
* Queue processing at run time
* Error handling in queue processing
* Queue processors for the search and reporting service
* Queue processor Rules
* Creating a queue processor Rule
* Queue-For-Processing method
* Node classification for queue processor Rules
* Stream node Configurations for a queue processor Rule
* Changing a queue processor Rule state
* Monitoring queue processing
* Large message exception handling in queue processing
* Queue processor FAQ
* System Runtime Context
* Including an application in System Runtime Context
* Understanding how queue processors use SRC
* Understanding how job schedulers use SRC
* Using job schedulers and queue processors instead of agents
* Replacing an agent with a job scheduler Rule
* Replacing an agent with a queue processor Rule for real-time messages
* Replacing an agent with a queue processor Rule for delayed messages
* Queue processing for SLAs
* Managing agents (deprecated)
* Implementing agents
* Agents Rules
* Completing the Create, Save As, or Specialization form
* Completing the Security tab
* Completing the Schedule tab
* Completing the Nodes tab
* More about agents Rules
* Pega-AutoTest agents
* Pega-DecisionEngine agents
* Pega-EndUserUI agent
* Pega-ImportExport agent
* Pega-IntSvcs agents
* Pega-ProcessEngine agent
* Pega-ProCom agents
* Pega-RuleRefactoring agent
* Pega-RULES agents
* Pega-RulesEngine agents
* Agent schedule data instances
* Master agents
* Associating agents with node types
* Avoiding race conditions for advanced agents
* Setting up agent Notifications
* Starting, stopping, and restarting agents
* Understanding agent queues
* Integrating IBM MQ with containerized deployments
* Importing IBM MQ libraries into Pega Platform
* Securing the IBM MQ integration
* Defining the architecture of the IBM MQ integration
* Adding Helm chart configurations for IBM MQ integration
* Configuring JMS rules for IBM MQ integration
* Troubleshooting the IBM MQ integration
* Troubleshooting your system
* Accessing self-service troubleshooting resources
* Viewing system settings for on-premise system
* Tracer results window
* Troubleshooting background processing
* Tracing background processing
* Tracing a job
* Tracing a queue processor
* Tracing an agent
* Details provided in background processing logs
* Determining which job schedulers are running
* Interrupting a job scheduler
* Job processor double-locks or deadlocks at run time
* Stale job scheduler data in Admin Studio
* Job scheduler runs at the incorrect time relative to DST
* Job scheduler runs with an unexpected Ruleset or does not run
* Recovering from a high availability system crash
* Recovering from a server crash
* Recovering from a browser crash
* Enabling crash notification
* Enabling periodic work recording
* Rules management
* Creating Rules
* Copying a Rule or data instance
* Naming conventions for records
* Organizing Rules into Rulesets
* Creating Rulesets
* Creating a Ruleset and a Ruleset version
* Configuring Ruleset version settings
* Ruleset validation modes
* Copying Rulesets
* Defining the security of a Ruleset
* Categorizing a Ruleset
* Deleting a Ruleset
* About the Ruleset Maintenance wizard
* Production Rulesets
* Organizing Rules into classes
* Understanding class layers
* Understanding class hierarchy and inheritance
* Understanding external classes
* Creating classes
* General tab on the Class form
* Locking tab on the Class form
* Object locking
* Advanced tab on the Class form
* External Mapping tab on the Class form
* Finding the class of a Rule
* About the Rename a Class wizard
* About the Delete a Class wizard
* Rule resolution
* Ruleset list layers
* Ruleset list usage during Rule resolution
* Viewing your application Ruleset list
* Using pattern inheritance for Rule resolution
* Defining and changing the Scope of Rules
* Moving Rules
* Setting Rule status and availability
* Troubleshooting final Rules
* Troubleshooting blocked Rules
* Documenting changes in Rule availability
* Extension points
* Creating a Rule specialized by circumstance
* Creating a circumstance template
* Creating a circumstance definition
* Date circumstance Rule
* Circumstance Rule examples
* Circumstance definitions
* Date combinations and business requirements
* Controlling the order of circumstance definitions
* Redirected Rule
* Base Rules
* Finding Rules by circumstance
* Specializing a Case Type
* Rule resolution exceptions
* Creating a Rule specialized by a class or Ruleset
* Defining the input parameters of a Rule
* Defining the pages and classes of a Rule
* Rule skimming for higher Ruleset versions
* Adding a custom field
* Preparing for modifying Rules
* Checking out a Rule
* Standard Rule checkout
* Performing a private edit
* Checking out a Rule to a Branch
* Viewing your checkouts and accessing bulk actions
* Rule checkout notes
* Rule checkout tips
* Personal Ruleset
* Checking in a Rule
* Configuring the Rule check-in approval process
* Rule check-in process
* Checking in Rules in bulk
* Restoring the earlier state of a Rule
* Creating guidance for developers
* Delegating a Rule or data type
* Delegating a Rule or data type in Constellation
* Delegating a data type
* Prerequisites for delegating a Rule or data type
* Best practices for delegating a Rule or data type
* Modifying a delegated record or data type
* Configuring Ruleset update behavior
* Deleting a Rule
* Recovering a deleted Rule
* Exploring Rules in your application
* Finding Rules by type
* Finding Rules by class
* Finding Rules by name
* Finding Rules by dependency
* Finding Rules by custom field
* Rule versions review and comparison
* Comparing Rules by system
* Bookmarking a Rule
* Searching for a Rule
* Reporting on Rules
* Viewing Rule history
* Viewing Rule versions
* Viewing the generated Java of a Rule
* Viewing the XML of a Rule
* Replacing a string in Rulesets
* Finding deprecated Rules in sections
* Install and update
* Platform Support Guide
* Pega Platform client operating system and browser support
* Pega Platform technology support roadmap
* Containerized deployments in Kubernetes environments
* Understanding the Pega deployment architecture
* Meeting requirements and prerequisites
* Pega-provided Docker images
* Preparing your database for an installation
* Configure an IBM Db2 database for Linux, UNIX, and Windows before an
installation
* Configure a Microsoft SQL database or Azure SQL (Managed Instance or
Database) before an installation
* Configure an Oracle database for an installation
* Configure a Postgres database before an installation
* Installing, patching, or updating Pega software in Kubernetes deployments
* Pega Administrator account protection
* Restarting nodes in containerized deployments
* Containerized deployments FAQs
* Virtual machine deployments of Pega Platform
* Install Pega Platform
* Planning a Pega Platform installation
* Pega Administrator account protection
* Preparing your database for an installation
* Configure an IBM Db2 database for Linux, UNIX, and Windows for a
VM-based installation
* Support for IBM Db2 database for z/OS installations
* Configure a Microsoft SQL database or Azure SQL (Managed Instance or
Database) before a VM-based installation
* Configure an Oracle database for a VM-based installation
* Configure a Postgres database before a VM-based installation
* Install Pega Platform
* Using the command line installation tool
* Running the installation script
* Connecting to your managed Hazelcast service
* Configuring communication between the Pega cluster and the Hazelcast
cluster
* Confirm the Hazelcast release running in your deployment
* Deploying and operating an embedded stream service
* Configuring an embedded stream service
* Embedded Kafka cluster operations and best practices
* Secure communication to Kafka service using the Java Management
Extensions (JMX) framework
* Best practices for stream service configuration
* Scaling a Kafka cluster
* Reassigning a partition in an embedded Kafka cluster
* Adding a new node
* Starting a temporarily unavailable node
* Decommissioning a Stream service node
* Replacing a stream node
* Data set deletion
* Data set truncation
* Multi-datacenter setup
* Operating an embedded stream service
* Changing the default partitions count
* Sizing queue processors and Stream data sets individually
* Monitoring an embedded stream service
* Understanding pr_data_stream_* tables
* Recovering the stream service data
* Configuration settings for nodes
* Adding decision management node types to Pega Platform service nodes
* Connecting a Pega Platform virtual machine deployment to use a
streaming service
* Configuring your application server
* Preparing to configure a JBoss Redhat EAP application server
* Preparing to configure a IBM WebSphere Liberty application server
* Preparing to configure an Apache Tomcat application server
* Preparing to configure an Oracle WebLogic application server
* Preparing to configure an IBM WebSphere application server
* Post-installation tasks
* Changing the Pega Administrator account password on initial login
* Configuring Directed Web Access
* Reviewing log files after an installation
* Configuring search index host node settings
* Install Pega applications
* Configuring PhantomJS REST server security for including screen
captures in an application document
* Enabling server-side screen captures for application documents
* Enabling operators
* Update Pega Platform
* Planning a Pega Platform software update
* Configuring logging for Pega Platform deployments
* Preparing your application server
* Reviewing your database configuration before an update
* Backing up your deployment database
* Review an IBM Db2 database for Linux, UNIX, and Windows before a
VM-based software update
* Review a Microsoft SQL database or Azure SQL (Managed Instance or
Database) before a VM-based software update
* Review an Oracle database before a VM-based software update
* Review a Postgres database before a VM-based software update
* Performing your update
* Updating with near-zero downtime
* For High Availability systems: Preparing the cluster for updating
* Creating a new rules and data schema
* Option for IBM db2 databases: Creating new schemas using IBM Data
Studio
* Migrating to the new rules schema
* Updating out-of-place by using the command line
* Importing applications and other rule changes for highly available
systems
* Granting access to the new rules schema tables
* Updating from Pega version 7.1.7 and earlier: avoiding errors by
disabling z/OS triggers
* Updating the data schema
* Alternative update: updating in-place
* Updating in-place from the command line
* Post-update tasks
* Reviewing log files after an update
* Reconfiguring and redeploying the application server after the
update
* For systems configured for High Availability: Reverting the cluster
settings
* Updating Constellation rules in an application
* Updating from Pega Platform 8.3 or earlier: Guidelines for any
required changes in your application URL aliasing
* Locking and rolling ruleset versions
* Identifying conflicts with rules that cannot be overridden by
running the final rules conflict report
* Running update utilities
* Running the static assembler to maintain performance
* Updating from Pega Platform 7.3 or earlier: updating service email
rules to reply to Pulse email notifications
* Updating from Pega Platform version 7.2.2 or earlier: enabling
notifications by updating access role names
* Updating from Platform version 7.2.1 or earlier: Re-scheduling
required column population jobs
* Testing your applications
* Deploying and connecting to your managed Hazelcast service following
your software update
* Troubleshooting a Hazelcast data migration
* Deleting an older Hazelcast VM-based cluster
* Appendices
* Customizing deployment script behavior for a software update
* Manually generating and applying the DDL
* Increasing reliability and reducing memory by updating Cassandra
* Migrate script properties
* Apply the latest Pega Platform patch
* Patching systems without downtime (for Pega Platform version 8.4 and
later)
* Applying a patch without downtime
* For High Availability systems: Preparing the cluster for patching
* Creating a new rules and data schema
* Migrating to the new rules schema
* Patching out-of-place by using the command line
* For Oracle databases only: Granting access to the new rules schema
tables
* Patching the data schema
* Applying a patch in-place
* Patching in-place from the command line
* Post-patch tasks
* Reviewing log files after an patch process
* Reconfiguring and redeploying the application server after the
patch
* For systems configured for High Availability: Reverting the cluster
settings
* Testing your applications
* Patching systems without downtime (for Pega Platform versions 8.3 and
earlier)
* Patching systems without downtime (Pega 8.3 and earlier)
* For High Availability Pega Platform version 8.2 and 8.3 systems:
Preparing the cluster for patching
* For Pega Platform version 8.3 and earlier: Migrating rules and
objects to the new rules schema
* For Pega Platform 8.3 and earlier: Patching out-of-place from the
command line
* For Oracle databases only running Pega Platform versions earlier
than 8.4: Granting access to the new rules schema tables
* For Pega Platform version 8.3 and earlier: Patching the data schema
* For Pega Platform version 8.3 and earlier: Applying a patch in-place
* For Pega Platform 8.3 and earlier: Patching in-place from the
command line
* For Pega Platform 8.3 and earlier: Post-patch tasks
* For 8.3 and earlier: Reconfiguring the application server
* For 8.3 and earlier: Apache Tomcat: Defining default schemas
after out-of-place patches
* For 8.3 and earlier: Redhat JBoss EAP: Defining default schemas
* For 8.3 and earlier: IBM WebSphere and Liberty: Defining default
schemas after out-of-place patches
* For 8.3 and earlier: Redeploying the Pega Platform file
* For 8.3 and earlier: Apache Tomcat: Redeploying Pega Platform
* For 8.3 and earlier: IBM WebSphere: Redeploying Pega Platform
* For 8.3 and earlier: Oracle WebLogic Server: Redeploying Pega
Platform
* For 8.3 and earlier: Red Hat JBoss EAP: Redeploying Pega Platform
* For 8.3 and earlier: Restarting Pega Platform
* Optional: Removing the temporary tables created in the new rules
schema
* For High Availability Pega Platform version 8.2 and 8.3 systems:
Reverting the cluster settings
* For 8.3 and earlier: Reviewing log files
* For 8.3 and earlier: Testing your applications
* Customizing deployment script behavior for a patch
* Reverse Pega Platform patches
* Apply Pega Platform hotfixes
* Downloading a hotfix catalog
* Scanning the system for hotfixes
* Preparing to install a hotfix
* Reviewing a hotfix
* Verifying the authenticity of hotfix files
* Automatically verifying hotfix files during installation
* Manually verifying hotfix files by using third-party tools
* Disabling hotfix certificate revocation checks
* Verifying hotfix authenticity by using a Pega Keystore
* Applying database schema changes included in a hotfix
* Downloading a hotfix package
* Installing hotfix packages
* Installing a hotfix from the user interface
* Installing hotfixes by submitting a request to an active instance
* Installing hotfixes by using a direct connection to the database
* Rolling back hotfixes
* Commit hotfixes
* Committing hotfixes from the user interface
* Committing hotfixes by submitting a request to an active instance
* Committing hotfixes by using a direct connection to the database
* Verifying hotfix installation results
* Troubleshooting deployments articles
* Manually installing or re-installing Java UDFs
* Externalization of services in your deployment
* External Hazelcast in your deployment
* Deploying external Hazelcast on Kubernetes
* Deploying external Hazelcast on a Virtual Machine cluster
* Migrating your VM-based deployment to a Hazelcast release 5.x service
without downtime
* Migrating from embedded to external Hazelcast on Kubernetes
* Updating external Hazelcast on Kubernetes
* External Elasticsearch in your deployment
* Deploying SRS with external Elasticsearch
* Updating Elasticsearch service
* Connecting Pega Platform to SRS
* Connecting a new containerized deployment to SRS
* Connecting a new VM-based deployment to SRS
* Migrating from embedded Elasticsearch to SRS
* External Kafka in your deployment
* Configuring a containerized deployment to use a Kafka service
* External Cassandra in your deployment
* Configuring a Cassandra cluster
* Best practices for Cassandra disk space management
* Best practices for Cassandra node grouping
* Defining Pega Platform access to an external Cassandra database
* Configuring a containerized deployment to use a Cassandra service
* Third-party externalized services FAQs
* Constellation service deployment
* Configuring your Pega Platform to use Constellation Pega Static CDN
* Configuring Constellation Pega Static Service for air-gapped deployments
* Deploying the Constellation Pega Static Service
* Maintaining the Constellation Pega Static Service
* Configuring Constellation Application Static Service
* Deploying the Constellation Application Static Service
* Maintaining the Constellation Application Static Service
* Configuring Constellation Messaging Service
* Deploying the Constellation Messaging Service
* Maintaining the Constellation Messaging Service
* Constellation service deployment FAQ
* Reference
* Methods
* Branching to another activity
* Calling another activity
* Using the Collect instruction
* Use of Java in an activity step
* Queue instruction – run an activity asynchronously
* Connect-Cassandra method
* Connect-dotNet method (deprecated)
* Connect-EJB method (deprecated)
* Connect-File method (deprecated)
* Connect-FTP method
* Connect-HBase method
* Connect-HTTP method
* About Connect HTTP rules
* Connect-Java method (deprecated)
* Connect-JCA method (deprecated)
* Connect-JMS method
* Connect-MQ method
* Connect-REST method
* Connect-SOAP method
* Connect-Wait method
* Commit method
* Activity-Clear-Status method
* Activity-End method
* Activity-List-Add method
* Setting the status of an activity using the Activity-Set-Status method
* Apply-DataTransform method
* Apply-Parse-Delimited method
* Apply-Parse-Structured method
* Apply-Parse-XML method
* Assert-No-Invocation method
* Assign-EstablishContext method
* Call-Async-Activity method
* Call-Automation method
* Call-Function
* End-Validate method
* Exit-Activity method
* Flow-End method
* Flow-New method
* History-Add method
* History-List method
* Index-Finish method
* Link-Objects method
* Using the Load-DataPage method
* Log-Message method
* Map-Structured method
* Obj-Browse method
* Obj-Delete method
* Obj-Delete-By-Handle method
* Obj-Filter method
* Obj-List-View method
* Obj-Open method
* Obj-Open-By-Handle method
* Obj-Refresh-and-Lock method
* Obj-Save method
* Obj-Save-Cancel method
* Obj-Sort method
* Obj-Validate method
* Page-Change-Class method
* Page-Clear-Messages method
* Page-Copy method
* Page-Merge-Into method
* Page-New method
* Page-Remove method
* Page-Rename method
* Page-Set-Messages method
* Page-Unlock method
* Page-Validate method
* Privilege-Check method
* Property-Map-DecisionTable method
* Property-Map-DecisionTree method
* Property-Map-Value method
* Property-Map-ValuePair method
* Property-Ref method
* Property-Remove method
* Property-Seek-Value method
* Property-Set-Messages method
* Property-Set-Stream method
* Property-Set method
* Property-Set-XML method
* Property-Validate method
* Property-Set-Corr method
* Publish-Notifications
* Queue-For-Agent method
* RDB-Delete method
* RDB-List method
* RDB-Open method
* RDB-Save method
* Requestor-Stop method
* Rollback method
* Show-Applet method
* Show-Applet-Data method
* Show-HTML method
* Show-Page method
* Show-Property method
* Show-Stream method
* Start-Validate method
* StringBuffer-Append method
* StringBuffer-Insert method
* StringBuffer-Reset method
* TaskStatus-Set method
* Text-Normalize method
* Thread-Clear method
* Thread-Stop method
* Wait method
* Wait-For-Requestor method
* Rules
* About Connect BPEL rules
* Connect BPEL form – Completing the Methods tab
* Connect BPEL form - Completing the Deployment tab
* About Connect Robot rules
* About Calendar data instances
* More about Calendar data instances
* Creating Calendar data instances
* Completing the Schedule tab
* Divisions
* Creating a division
* Organization data instances
* Organizations – Completing the Create or Save As form
* Organization form – Definition tab
* Organization form – Chart tab
* More about Organization data instances
* Organization landing page
* Organization Unit data instances
* More about Organization Unit data instances
* Organization Units – Completing the New or Save As form
* Organization Unit form – Accounting tab
* Organization Unit form - Chart tab
* Summary views
* OAuth 1.0 clients
* Web Service Security profile
* Flow markers
* Flow Marker form – Understanding the Inputs tab
* Flow Marker form — Understanding the Results tab
* About SpellChecker Properties data instances
* Spellchecker Properties form – Completing the Dictionaries tab
* Spellchecker Properties form - Completing the Properties tab
* Word templates
* Service Java rules
* Service Java rules - Completing the Create, Save As, or Specialization
form
* Unit testing a Service Java rule
* Service JSR94 rules
* Service JSR94 rules - Completing the Create, Save As, or Specialization
form
* Unit testing a Service JSR 94 rule
* Service MQ rules
* Service MQ rules - Completing the Create, Save As, or Specialization
form
* Unit testing a Service MQ rule
* Creating an SMS account
* Creating a web service policy data instance
* How to call through Java-based services
* Registry Java Property Transform data instances - Completing the Save As
form
* About Broadcast data instances
* Broadcast form - Completing the Message tab
* Broadcast data instances - Completing the New or Save As form
* Circumstance definitions
* Circumstance templates
* Function rule
* Function Alias rules
* Library rules
* Creating library rules
* Messages
* Creating a message
* Finding messages in your application
* Creating a custom message category
* Displaying a warning message in a rule
* Standard functions for messages
* Updating legacy messages and related rules
* Property aliases
* Property Qualifier rules
* Property Qualifier rules - Completing the New or Save As form
* About Static Content Bundle rules
* Static Content Bundle rules - Completing the New or Save As form
* Static Content Bundle rules - Completing the Definition tab
* More about Static Content Bundle rules
* Text File rules
* Text File rules - Completing the Create, Save As, or Specialization
form
* Defining URL patterns for Cases
* Creating a function
* Function Alias rules — Completing the Create, Save As, or Specialization
form
* About Image Content data instances
* Image Content form - Completing the New or Save As form
* Image Content data instances - Completing the Main tab
* Integration Connectors landing page
* Integrating your application with external resources
* Data mapping in services and connectors
* Integration Services landing page
* Connected apps landing page
* About Collection rules
* Collection rules
* Completing the Basic/Advanced Collection tab
* Completing the Preamble and Stop tab
* Completing the Specifications tab
* Using conditions in a collection
* Setting the context of a collection step
* Using response actions in a collection
* Rule type
* Unit testing a collection
* About Connect Cassandra rules
* Connect Cassandra rules - Completing the Create, Save As, or
Specialization form
* Connect Cassandra form - Completing the Service tab
* Handling connector exceptions
* Connect Cassandra rules - Completing the Mappings tab
* About Connect CMIS rules
* Creating a Connect CMIS Rule
* About EJB connector rules
* Connect EJB rules - Completing the New or Save As form
* Connect EJB form - Completing the Service tab
* Connect EJB form - Completing the Create tab
* About Connect HBase rules
* Connect HBase rules - Completing the Create, Save As, or Specialization
form
* About Connect Java rules
* Connect Java rules - Completing the Create, Save As, or Specialization
form
* About Connect SQL rules
* Connect SQL form - Data Mapping
* Connect SQL rules - Completing the Create, Save As, or Specialization
form
* Connect SQL form - Completing the Open tab
* Connect SQL form - Completing the Delete tab
* Connect SQL form - Completing the Save tab
* More about Connect SQL rules
* Atom Servers
* Connect Request Processor data instances
* Connect Request Processor – Completing the New or Save As form
* SMS accounts
* About SOAP Server data instances
* Web service policy data instances
* Map eForm rules
* Map eForm rules - Completing the Create, Save As, or Specialization
form
* Map eForm Rules - Completing the Mapping tab
* Map eForm rules - Completing the Pages & Classes tab
* About Parse Normalize rules
* Parse Normalize rules - Completing the Create, Save As, or
Specialization form
* Converting from directives to JavaServer Pages tags
* Toggling features on and off
* Class Management landing page
* List rules
* Creating list rules
* More about List rules
* About Edit Validate rules
* Edit Validate rules- Completing the New or Save As form
* Properties
* Creating a property
* Properties - Completing the Create, Save As, or Specialization form
* Property form - Completing the General tab
* Property form - Completing the General tab for Page modes
* Property form: Completing the General tab - Value modes
* Property form - Completing the General tab for Java Object modes
* Property form: General tab — Configuring validation
* Property form - Completing the Advanced tab
* More about Properties
* Implementing and using the TextEncrypted property type
* JavaServer Pages tags
* About the static JavaServer Page tag
* acDataSource JavaServer Page tag
* assert JavaServer Page tag
* autoComplete JavaServer Page tag
* binaryfile JavaServer Page tag
* choose JavaServer Page tag
* JSP tag — chart
* contentURL JavaServer Page tag
* dataGrid JavaServer Page tag
* dsField JavaServer Page tag
* dsFields JavaServer Page tag
* file JavaServer Page tag
* forEach JavaServer Page tag
* include JavaServer Page tag
* listView JavaServer Pages tag
* lookup JavaServer Page tag — lookup
* onlyonce JavaServer Page tag
* p:r JavaServer Page tag
* Reference properties indirectly in JSP tags
* reference JavaServer Page tag
* save JavaServer Page tag
* URL JavaServer Page tag
* when JavaServer Page tag
* withEmbedded JavaServer Page tag
* withPage JavaServer Page tag
* withReference JavaServer Page tag
* withTarget JavaServer Page tag
* Fields that support the Global Resource Settings syntax
* Integration-Connectors category
* Wizards
* About Edit Input rules
* Edit Input rules - Completing the Create, Save As, or Specialization
form
* Connector and Metadata wizard – Completing the Choose Purpose form
* About the Connector and Metadata wizard
* About generating connector rules
* Service Wizard: Select Service Purpose
* Displaying all Functions in the Expression Builder
* About the eForm Rules accelerator
* eForm accelerator Help: Completing the Select eForm Properties form
* eForm accelerator Help: Completing the Upload File form
* eForm accelerator Help: Completing the Select eForm Fields form
* eForm accelerator Help: Completing the Map eForm Fields form
* eForm accelerator Help: Completing the Review and Save form
* Running other upgrade utilities
* Additional resources
* Platform Javadoc
* Glossary of terms
* A
* B
* C
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HomePega Platform '24.1...Install and updateExternalization of services in your
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EXTERNALIZATION OF SERVICES IN YOUR DEPLOYMENT
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* Version:
Pega Platform '24.1Pega Platform '23Pega Platform 8.8
Pega Platform '24.1
* Pega Platform '24.1
* Pega Platform '23
* Pega Platform 8.8
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* Last UpdatedMay 29, 2024
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* 8 minute read
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* Summarize
* '24.1
* Pega Platform
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EXTERNALIZATION OF SERVICES IN YOUR DEPLOYMENT
Earlier versions of Pega Platform™ initially adopted third-party software as
embedded services to deliver client data and stabilize the computing resources
of Pega Platform applications. In Pega Platform version 8.4, Pega started the
process of adopting an external deployment model for its third-party services,
and from Pega Platform version 8.8 and later, the software became fully
microservice-oriented. Learn more about the externalization process, including
its benefits, available services, infrastructure evolution and support roadmap
across releases, and deployment and configuration details for each service.
BENEFITS OF EXTERNALIZATION
Provisioning third-party solutions as services that are separate from Pega
Platform has several key benefits, including greater security, easier
maintenance, agility and scalability, better performance and stability, and a
modernized deployment.
Greater security Embedded third-party services within Pega Platform are reaching
end-of-life and are no longer supported in production by their supporting
vendors. By externalizing services, you can make use of the latest versions of
third-party services with advanced security features and reduce vulnerabilities.
Additionally, you gain the ability to update the third-party service in case of
critical or high vulnerability issues, without waiting for Pega Platform to
deliver a hotfix. Easier maintenance You gain greater command and control of
operational capabilities over deployments. For example, you can update
third-party services without waiting for the new Pega Platform release and
without disrupting your entire deployment. Additionally, you can adopt future
new Pega capabilities more quickly. Agility and scalability You can scale your
third-party services as your usage grows with no need to change your Pega
Platform deployment. Better performance and stability You can isolate and
troubleshoot incidents originating in third-party services with less impact on
your Pega Platform deployment. Externalization of third-party services increases
the stability and availability of Pega Platform. External services do not
compete for resources with Pega Platform and they provide a better and more
stable response time. Modernized deployment By using microservices in your
deployment, Pega adopts the new containerized deployment standard. To provide a
more agile way of delivering Pega Platform, Pega plans to introduce more
microservices in future releases.
OVERVIEW OF AVAILABLE EXTERNAL SERVICES
Pega has adopted the external deployment model for Hazelcast, Elasticsearch,
Kafka, and Cassandra.
Hazelcast
The Pega-provided Clustering Service replaces embedded Hazelcast in Pega
Platform version 8.6 and later.
When you use the Pega-provided Docker image for Hazelcast in your Pega Platform
deployment, you do not need a separate Hazelcast license for this service. The
license only extends to your use of a Hazelcast service in Pega Platform
deployments. The licensed Hazelcast is a component of Pega Platform and you can
only use it in your Pega Platform deployment.
The Clustering Service runs a Hazelcast cluster configuration that is specific
to Pega Platform. To deploy the service, you use a Pega-provided Docker image in
combination with Pega-provided Helm charts.
For more information about the Clustering Service, see External Hazelcast in
your deployment.
Elasticsearch
The Search and Reporting Service (SRS) with external Elasticsearch replaces
embedded Elasticsearch and the legacy client-server Elasticsearch plug-in in
Pega Platform version 8.6 and later.
The service has two components:
* Pega-provided SRS - a multi-tenant search service provisioned as a
Pega-provided Docker image.
* external Elasticsearch cluster - an external service not provided by Pega
which delivers storage for SRS.
For more information about SRS with external Elasticsearch, see External
Elasticsearch in your deployment.
Kafka
The Apache Kafka service replaces the Stream nodes in Pega Platform version 8.4
and later.
Pega does not include Kafka as a part of Pega Platform. This means that you need
to deploy a Kafka service in your organization’s infrastructure to provide a
source of data streaming for your application. After you connect Pega Platform
to a Kafka service over the network, you can begin to integrate streaming data
into your application. For details, see Connecting to Kafka through a Kafka Data
Set.
For more information about external Kafka, see External Kafka in your
deployment.
Cassandra
External Cassandra replaces the embedded service in Pega Platform version 8.4
and later.
Note: Cassandra is only required for Pega Customer Decision Hub™ (CDH) and Pega
Process AI™ deployments.
Pega does not include a required Cassandra service as a part of Pega Platform.
After you connect a Cassandra service to Pega Platform over the network, you can
begin to integrate decision data store (DDS) data into your Pega Customer
Decision Hub (CDH) and Pega Process AI applications. For details, see Creating a
Decision Data Store Data Set.
For more information about external Cassandra, see External Cassandra in your
deployment.
INFRASTRUCTURE EVOLUTION
Containerized deployments in Pega Platform versions 8.2 to 8.3 supported only
embedded services.
Beginning with Pega Platform version 8.4, deployments supported externalization
for Kafka and Cassandra services. The following figure shows the infrastructure
model for a standard containerized deployment of Pega Platform version 8.4:
The infrastructure model for containerized deployments of Pega Platform version
8.4
In Pega Platform version 8.6, Pega introduced external Hazelcast and the Search
and Reporting Service with external Elasticsearch. These corresponding changes
in the infrastructure model are reflected in the following figure:
The infrastructure model for containerized deployments of Pega Platform version
8.6
Beginning in Pega Platform version 8.8, externalization is the preferred choice
for third-party software, and embedded services are deprecated. The
corresponding changes in this new deployment model are reflected in the
following figure:
The infrastructure model for a standard containerized deployment of Pega
Platform version 8.8 and later
SUPPORT ROADMAP
Pega continues to support existing deployments that are configured to use
embedded services. However, as a best practice, update your deployment by
migrating to the externalized model. For more information about deployment
support terminology, see Support for deployment types between Pega Platform 8.7
through Pega Platform '25.
To review the support roadmap for externalized services, see the following
table:
Table 1. Roadmap of support for embedded and externalized services Service Pega
Platform version 8.4 Pega Platform version 8.5 Pega Platform version 8.6 Pega
Platform version 8.7 Pega Platform version 8.8 Pega Platform™ '23 Pega Platform™
'24.1 Pega Platform™ '24.2 Embedded Hazelcast ✓ ✓ ✓ ✓ deprecated deprecated
deprecated deprecated Clustering Service (external Hazelcast) ✓ ✓ ✓ ✓ ✓ ✓
Embedded Elasticsearch and Elasticsearch Plug-in ✓ ✓ ✓ ✓ deprecated deprecated
deprecated SRS and external Elasticsearch ✓ ✓ ✓ ✓ ✓ ✓ Embedded Kafka (Stream
service) ✓ ✓ ✓ ✓ ✓ deprecated deprecated deprecated External Kafka ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ Embedded Cassandra ✓ ✓ ✓ deprecated ✓ deprecated ✓ deprecated deprecated
deprecated External Cassandra ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
PLANNING THE EXTERNALIZATION OF SERVICES
To take full advantage of the microservices approach, containerize your Pega
Platform deployment before externalizing third-party services. If you are unable
to make the change to a containerized deployment, Pega continues to provide
external services for VM-based deployments up to Pega Platform ’24. For more
information, see Install and update Pega Platform.
You can adopt the following strategies in your journey towards externalization:
Blue-green approach You build a new containerized deployment with externalized
services and migrate your applications to the new deployment. Incremental
approach You externalize services for an existing deployment one at a time. This
approach applies to both containerized and VM-based deployments. As a best
practice, externalize in the following order: Kafka, Cassandra, Hazelcast, and
then Elasticsearch.
Note: In Pega Cloud® services environments, Pega configures and maintains
external services for you. No action is required.
If you are unable to use Pega Cloud, Pega Consulting Services, or Pega-approved
Partners, you can choose one of the following options: Run the open-source
version Free but requires expertise and reliance on the OS community for
support. Buy and host a solution from a provider (for example, Elastic.Co,
Confluent, or Instaclustr) Requires expertise but guarantees support from the
provider. Subscribe to a cloud-hosted solution from a provider Requires the
least amount of expertise and guarantees full support from the provider.
To deploy the external services in your deployment, review the following table
to determine your next actions:
Table 2. Externalization options across Pega Platform versions Pega Platform
version Hazelcast Elasticsearch Kafka Cassandra Pega Platform version 8.3 and
earlier
Pega does not support external services for Pega Platform version 8.3 or
earlier.
Update to a Pega Platform version where all externalizations are possible (Pega
Platform version 8.8 or Pega Platform ‘23) and complete externalizations after
the update.
Pega Platform version 8.4
Pega Platform versions 8.4 and 8.5 do not support external Hazelcast and SRS
with external Elasticsearch.
To externalize, first update to Pega Platform version 8.8 or Pega Platform ‘23.
In Pega Platform version 8.4 and later, you can deploy external Kafka.
For more information, see External Kafka in your deployment.
In Pega Platform version 8.4 and later, you can deploy external Cassandra.
For more information, see External Cassandra in your deployment.
Pega Platform 8.5 Pega Platform version 8.6
In Pega Platform versions 8.6 and 8.7, you can deploy the Clustering Service
1.0.5.
For more information, see External Hazelcast in your deployment.
In Pega Platform version 8.6 and later, you can deploy SRS with external
Elasticsearch.
For more information, see External Elasticsearch in your deployment.
Pega Platform version 8.7 Pega Platform version 8.8 and later
In Pega Platform version 8.8 and later, you can deploy the Clustering Service
1.3.3.
For more information, see External Hazelcast in your deployment.
* External Hazelcast in your deployment
Externalize Hazelcast in your installation of Pega Platform™ vesion 8.6 or
later by deploying the Pega-provided Clustering Service. You can deploy the
service for both containerized and VM-based on-premises deployments.
Configure and run the Clustering Service in a new deployment, migrate your
existing Pega Platform from embedded to external Hazelcast, or, if you
already use the external model, update your Clustering Service to the latest
version.
* External Elasticsearch in your deployment
Externalize the Search functionality in your deployment of Pega Platform™
version 8.6 and later by deploying a Pega-provisioned Search and Reporting
Service (SRS). You can use SRS for both containerized and VM-based
on-premises deployments by configuring appropriate parameters in your Pega
Platform environment.
* External Kafka in your deployment
Externalize the stream functionality in your Pega Platform™ version 8.4 and
later by deploying an external Kafka cluster in your organization's
infrastructure or using a third-party managed Kafka service. Configure
communication between your external Kafka cluster and your Pega Platform
deployment.
* External Cassandra in your deployment
Externalize the Cassandra database in your Pega Platform™ version 8.4 and
later by deploying a Cassandra service in your organization's infrastructure
or using a third-party managed Cassandra service. Configure communication
between Cassandra and your Pega Platform deployment to store the decision
management data in Pega Customer Decision Hub™ and Pega Process AI™.
* Third-party externalized services FAQs
For more information about Pega support and requirements for the third-party
externalized services that you use in your Pega Platform™ deployment in your
Kubernetes environment, review the following list of frequently asked
questions.
ON THIS PAGE
* Benefits of externalization
* Overview of available external services
* Infrastructure evolution
* Support roadmap
* Planning the externalization of services
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