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Business Process Modeling

MODULE

Completed: August 1, 2019

Last Updated: July 12, 2019

Configuring a Case Type

CHALLENGE

Passed: Score 85%: July 31, 2019

Last Updated: July 12, 2019

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System Architect Essentials

MISSION

Completed: August 1, 2019

Last Updated: August 11, 2019

This mission has been updated. Please recomplete to earn the mission badge again.

Introduction to Business Architecture

MODULE

Completed: July 1, 2019

Last Updated: July 12, 2019

Configuring a Case Type

CHALLENGE

Passed: Score 85%: July 31, 2019

Last Updated: July 12, 2019

Archived

Business Process Modeling

MODULE

Completed: August 1, 2019

Last Updated: July 12, 2019

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Business Process Modeling - Advanced Topics

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Certification Exam

Name of Certification goes here

60 Questions

90 mins

Passing Score: 70%

The Certified System Architect (CSA) certification is for developers and technical staff members who want to learn how to develop Pega applications. This certification provides a baseline measurement on your knowledge of Pega applications. The CSA 7.4 exam includes scenario questions, multiple choice questions and drag/drop items. If multiple answers are required, the text states how many responses are needed.

First Tag

Second Tag

Prerequisites:

Exam Topics

Pega Platform (8%)

Case Lifecycle (25%)

Case Data Modeling (17%)

Business Policy Automation (13%)

User Views (20%)

Reports (12%)

Testing (5%)

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Mission Test

Mission Name Goes Here

60 Questions

90 mins

Passing Score Needed: 70%

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Mission Test

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90 mins

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Page Subtitle

Mission Name Goes Here

13 Modules

12 Challenges

1 Mission

7 hrs 30 mins

Other

An introduction to using Pega Platform to develop applications that advance the digital transformation of organizations. Test

Beginner

Pega Platform 8.3

Application Development

Case Management

Other

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Mission Name Goes Here

13 Modules

12 Challenges

1 Mission

7 hrs 30 mins

Other

An introduction to using Pega Platform to develop applications that advance the digital transformation of organizations. Test

Beginner

Pega Platform 8.3

Application Development

Case Management

Other

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Module

Module name goes here

4 Topics

30 Mins

Create data types to model the attributes of an entity and establish a common context for a group of fields.

Data Integration

Pega Platform

After completing this module, you should be able to:

Explain how data types group related fields to model a single entity

This module is available in the following Missions:

Challenge

Configuring a case type

14 Steps

2 hr 10 mins

First Tag

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Before beginning the challenge, you must launch your own Pega cloud environment.

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How to update a rule

System architects often secure rulesets to prevent unauthorized or unintended changes to rules. When you edit the rules in a secured ruleset, you either check out the rule or perform a private edit.

Rule check out and check in

The check-out feature is used to manage changes to rules when multiple developers work on an application. This feature allows a system architect to update a rule while preventing updates by other system architects. Rule check-oLorem ipsum dolor sit amet, consectetur adipiscing elit.

Praesent commodo interdum risus, id semper lorem varius ut. his updates the application ruleset with a new version of the rule. When updating a rule in App Studio, App Studio automatically manages the check-out/check-in process for you. Mauris accumsan nisi massa, a ultricies lacus tristique ac. Etiam ullamcorper ante nisl, non consectetur diam pulvinar sed.

Mauris hendrerit sem ex, eu finibus tellus vehicula eget. Etiam massa lacus, ornare et dapibus vehicula, facilisis eget sem. Nulla tincidunt dui nunc, quis laoreet augue pretium ac. Fusce ac felis eu velit lacinia tincidunt.ut creates a copy of a rule in a ruleset that is only visible to you, called a personal ruleset.

Checking out a rule

Checking out a rule creates a copy of the original rule in your personal ruleset and prevents other system architects from checking the rule out until you check in your changes.

The personal ruleset occupies the top spot in the ruleset stack. The rules in your personal ruleset override rules in the rest of the application. This allows you to test your changes to the rule without affecting other system architects.

In the Dev Studio header, click the Checkouts icon to view a list of the rules you have checked out. After you update the rule and test the changes, you check in the rule. This updates the application ruleset with a new version of the rule.

Checking in a rule

Checking out a rule creates a copy of the original rule in your personal ruleset and prevents other system architects from checking the rule out until you check in your changes.

The personal ruleset occupies the top spot in the ruleset stack. The rules in your personal ruleset override rules in the rest of the application. In the Dev Studio header, click the Checkouts icon to view a list of the rules you have checked out. After you update the rule and test the changes, you check in the rule. This updates the application ruleset with a new version of the rule. After you update the rule and test the changes, you check in the rule. This updates the application ruleset with a new version of the rule. When updating a rule in App Studio, App Studio automatically manages the check-out/check-in process for you. When updating a rule in App Studio, App Studio automatically manages the check-out/check-in process for you. This allows you to test your changes to the rule without affecting other system architects.

Private edit

A private edit provides a nonexclusive check out of a rule. This allows other system architects to edit a rule at the same time. Private edits are useful for quick debugging without interrupting development by other team members. This option is not available in App Studio.

It is a best practice to lock older versions of a ruleset in order to prevent changes. For rules in a locked ruleset, a lock icon is displayed on the rule form.

Data type best practices

A private edit provides a nonexclusive check out of a rule. This allows other system architects to edit a rule at the same time. Private edits are useful for quick debugging without interrupting development by other team members. This option is not available in App Studio.

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{
  "FullName": "OpportunityEvents_chn_OpportunityChangeEvent",
  "Metadata": {
    "enrichedFields": [
      {"name": "OwnerId"},
      {"name": "Name"},
      {"name": "CloseDate"},
      {"name": "Probability"}, 
      {"name": "LastModifiedDate"},
      {"name": "LastModifiedById"},
      {"name": "IsClosed"},
      {"name": "AccountId"},
      {"name": "CreatedById"},
      {"name": "CreatedDate"}
    ],
    "eventChannel": "OpportunityEvents__chn",
    "selectedEntity": "OpportunityChangeEvent"
  }
}

Element	Value
Method	`POST`
Request URL	Instance URL received in the access token response with a `/services/data/v51.0/tooling/sobjects/PlatformEventChannelMember` part, for example `https://sales-sample-URL.my.salesforce.com/services/data/v51.0/tooling/sobjects/PlatformEventChannelMember`
Sample request body of JSON type with enrichment fields added in an `OpportunityEvents__chn` channel member for an Opportunity entity	`{ "FullName": "OpportunityEvents_chn_OpportunityChangeEvent", "Metadata": { "enrichedFields": [ {"name": "OwnerId"}, {"name": "Name"}, {"name": "CloseDate"}, {"name": "Probability"},  {"name": "LastModifiedDate"}, {"name": "LastModifiedById"}, {"name": "IsClosed"}, {"name": "AccountId"}, {"name": "CreatedById"}, {"name": "CreatedDate"} ], "eventChannel": "OpportunityEvents__chn", "selectedEntity": "OpportunityChangeEvent" } }`
Sample request body of JSON type with enrichment fields added in an `OpportunityEvents__chn` channel member for an Opportunity entity	`{ "FullName": "OpportunityEvents_chn_OpportunityChangeEvent", "Metadata": { "enrichedFields": [ {"name": "OwnerId"}, {"name": "Name"}, {"name": "CloseDate"}, {"name": "Probability"},  {"name": "LastModifiedDate"}, {"name": "LastModifiedById"}, {"name": "IsClosed"}, {"name": "AccountId"}, {"name": "CreatedById"}, {"name": "CreatedDate"} ], "eventChannel": "OpportunityEvents__chn", "selectedEntity": "OpportunityChangeEvent" } }`
Sample request body of JSON type with enrichment fields added in a `WorkOrderEvents__chn` channel member for a Work Order entity	`{ "FullName": "WorkOrderEvents_chn_ WorkOrderChangeEvent", "Metadata": { "enrichedFields": [ {"name": "OwnerId"}, {"name": "Subject"}, {"name": "WorkOrderNumber"}, {"name": "Priority"},  {"name": "LastModifiedDate"}, {"name": "LastModifiedById"}, {"name": "IsClosed"}, {"name": "AccountId"}, {"name": "CreatedById"}, {"name": "CreatedDate"} ], "eventChannel": "WorkOrderEvents__chn", "selectedEntity": "WorkOrderChangeEvent"   } }`

Element	Value
Method	`POST`
Request URL	Instance URL received in the access token response with a `/services/data/v51.0/tooling/sobjects/PlatformEventChannelMember` part, for example `https://sales-sample-URL.my.salesforce.com/services/data/v51.0/tooling/sobjects/PlatformEventChannelMember`
Sample request body of JSON type with enrichment fields added in an `OpportunityEvents__chn` channel member for an Opportunity entity	`{ "FullName": "OpportunityEvents_chn_OpportunityChangeEvent", "Metadata": { "enrichedFields": [ {"name": "OwnerId"}, {"name": "Name"}, {"name": "CloseDate"}, {"name": "Probability"},  {"name": "LastModifiedDate"}, {"name": "LastModifiedById"}, {"name": "IsClosed"}, {"name": "AccountId"}, {"name": "CreatedById"}, {"name": "CreatedDate"} ], "eventChannel": "OpportunityEvents__chn", "selectedEntity": "OpportunityChangeEvent" } }`
Sample request body of JSON type with enrichment fields added in an `OpportunityEvents__chn` channel member for an Opportunity entity	`{ "FullName": "OpportunityEvents_chn_OpportunityChangeEvent", "Metadata": { "enrichedFields": [ {"name": "OwnerId"}, {"name": "Name"}, {"name": "CloseDate"}, {"name": "Probability"},  {"name": "LastModifiedDate"}, {"name": "LastModifiedById"}, {"name": "IsClosed"}, {"name": "AccountId"}, {"name": "CreatedById"}, {"name": "CreatedDate"} ], "eventChannel": "OpportunityEvents__chn", "selectedEntity": "OpportunityChangeEvent" } }`
Sample request body of JSON type with enrichment fields added in a `WorkOrderEvents__chn` channel member for a Work Order entity	`{ "FullName": "WorkOrderEvents_chn_ WorkOrderChangeEvent", "Metadata": { "enrichedFields": [ {"name": "OwnerId"}, {"name": "Subject"}, {"name": "WorkOrderNumber"}, {"name": "Priority"},  {"name": "LastModifiedDate"}, {"name": "LastModifiedById"}, {"name": "IsClosed"}, {"name": "AccountId"}, {"name": "CreatedById"}, {"name": "CreatedDate"} ], "eventChannel": "WorkOrderEvents__chn", "selectedEntity": "WorkOrderChangeEvent"   } }`

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