Fast_Track_131-205.txt

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bestassociate
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15527
Filename:
Fast_Track_131-205.txt
Updated:
2010-04-22 18:10:38
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Pega
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Fast Track Cards set 2
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  1. What are Edit Validate Rules?
    • - Test validity of Single input value
    • - Built using Java
    • - Can be referenced in other rules
    • - Property Rules
    • - Validate Rules

    131
  2. Can a Validate rule verify data from another source system?
    • - Yes
    • - Validate users and data from other systems

    132
  3. What category are Validation rules in?
    - Process Category

    133
  4. What calls Validation rules?
    • - An Activity
    • - Flow Action

    134
  5. What do the following do when creating Validation Rules?
    - Property
    - Required
    - Conditions
    - Continue
    - Property: must be a single value property or reference to a property in repeating group

    - Required: when checked user must input

    - Conditions: allows for detailed conditions

    - Continue: process other rows if current fails

    135
  6. What are the 4 Validate Entries?
    - Validate: directly validate a top-level property

    - Validate Each: directly validates an embedded property

    - Call: calls another validate rule

    - Call for each: calls another validate rule on an embedded page

    136
  7. What does the Expression Field produce?
    - To determine the conditions of the validation select the Expression Field

    - Click to find Expression Types

    137
  8. What are Work Parties?
    - Persons, Organizations, or other entities involved in the progress of a work object

    - May not have any responsibility

    - Can be thought of entity "Data"

    e.g., - Applicant for a quote; - External lender or insurer

    138
  9. What are work party roles?
    - Roles can determine a work party's involvement (i.e., interested, originator, etc.)

    - Work Party information is aggregated by party roles such as Originator, Customer, Manager, etc.

    139
  10. Where are Party Roles defined?
    - In a Work Party rule

    - Work Parties are named default by convention

    - Listed in the Process category

    140
  11. What are out-of-the-box Data Party classes used for?
    • - To hold commonly used Properties for Roles such as:
    • - Originator
    • - Manager
    • - Interested
    • - etc.

    141
  12. What are the built-in classes used by the Party Class Field in the Work Parties form?
    Data-Party-Com (for business orgs)

    Data-Party-Gov (for government orgs)

    Data-Party-Operator (for Process Commander Operators)

    Data-Party-Org (for Non-Profit orgs)

    Data-Party-Person (Individuals)

    142
  13. What are Data Party Classes?
    - Work Parties within Work Object

    143
  14. What are Work Parties primarily used for?
    - Correspondence

    - User Interface display

    - Reporting

    144
  15. What is the benefit of Work Parties?
    - Makes it easy to capture and store info about a Party, Person, or other in a Work Object

    145
  16. What Property holds the details of each Work Party associated with a Work Object?
    PyWorkParty

    146
  17. Out-of-the-box New Harness includes standard _______ and _______ Sections used to add work
    CoreParty

    PartyDisplay

    147
  18. How do you add Work Parties from Assignments?
    - To allow users to add Work Parties while they process assignments, add AddParty as local flow action for that assignment

    148
  19. What are Correspondence Rules?
    - Templates used for out-going notifications

    - Can include Properties & other rules for customized output

    - Are located in Process Category

    149
  20. What is the tool used for preparing text in Correspondence?
    - Rich Text Editor

    150
  21. What are the 4 Correspondence types?
    • - Email
    • - Fax
    • - Mail
    • - SMS Text

    151
  22. What 2 flow shapes are used for Correspondence Activities?
    1) Notify - used to send Auto notification message about assignments

    2) Utility - used to send other correspondence; use with OOTB CorrNew activity

    152
  23. How do you add Correspondence to a flow with a Notify shape?
    - Attach notify shape to assignment shape (Notify is left facing arrow with solid back)

    153
  24. What are Standard Correspondence Activities?
    • - CorrQuickStart
    • - CorrNew

    Input Parameters: CorrName, PartyRole, Broadcast (sent to all parties)

    154
  25. What are Data Tables?
    - Used for easily maintained Data Instances

    • - Data Table editor allows developer to easily maintain data instance that have a simple structure
    • - Can add, update, or delete instances of data for which no form is defined

    155
  26. When is a Data Table used?
    - Use only for small data set

    - Typically much of the data used by PRPC resides outside

    Instead, create a separate DB table if your data set: contains hundreds of items, have high turnover, may be moved to other systems

    156
  27. Where do you click to create a Data Table?
    • - Click Application > Data Tables
    • - Starts Wizard
    • - Click Add to Create

    157
  28. What do you specify in the Data Table Wizard form?
    • - Data Class & Parent Class
    • - Define Properties stored in the table

    158
  29. What does the summary screen of the Data Table Wizard display?
    - Class generated with the data instances for the Data Table

    159
  30. What are Dynamic displays?
    - a display is presented when a condition is met

    e.g., a drop-down list of clients only appears if Preferred Client check box is checked

    160
  31. What are some exampels of Client-Side dynamic display functions?
    • - Client Events
    • - Dynamic conditional display of fields
    • - Dynamic selects
    • - Dynamic calculations
    • - "smart info" pop-ups

    • - HTML properties used to render properties in a fixed mode
    • >Many Rule-HTML-Property rules available OOTB
    • >Can create custom HTML Properties

    161
  32. What are the 2 integration components of PRPC's SOA framework?
    1) Connectors

    2) Services

    162
  33. What category are Connectors listed in?
    - Integration-Connectors category

    163
  34. What are some examples of rules/data?

    (Connector rules may also require other rules/data defining how to process or structure a request)
    • - MQ (Queue Information)
    • - RDB (Database Information)
    • - SOAP (Host Information)
    • - Parse & Stream rules (e.g., XML - parse or assemble stream)

    164
  35. What is the Integrator shape used for?
    - Used in a flow to call an activity (which calls a connector rule)

    >Steps in activity may update property values in the clipboard or call a method that calls the connector rule

    165
  36. What are the standard PRPC Connector Rules?

    (Common Connector interfaces)
    • - SOAP and .Net
    • - IBM Websphere
    • - JMS (Java Messaging Service)
    • - Java (Interface to other Java apps)
    • - BPEL (With other rules engines)
    • - EJB (Server side interaction Java apps)
    • - File (Output file)
    • - HTTP (Send XML, text, etc.)
    • - J2EE (Connect to ext. systems using common client interface)
    • - RDB (Databases using SQL)

    166
  37. What is the connector shape?
    - Rectangle box with clock on right

    167
  38. What is Pre-Flight?
    • - Reports result of several checks on the rules
    • - Checks for Warnings/Summarizes
    • >Warning by Rule Type chart
    • >Performance warnings by Rule Type
    • >% of Rules with warning Rule Type
    • >Warning by severity Pie Chart
    • >Browser Compatibility
    • >Accessibility

    - Encourages good design & summarizes warnings

    168
  39. How do you document your application?

    (Best practice for developers)
    • - PRPC provides automated documents
    • >Assists developers in providing detailed applciation documentation

    - Is only as good as the comments entered in History Tab of various rules

    - Developers should be disciplined in commenting rules

    169
  40. What is Application Inventory?
    - An HTML Page listing the rules associated with the currently selected application

    - Select Application>Inventory

    170
  41. What is Application Document?
    - MS Word listing all rules (useful for SOX purposes)

    - Select Application > Document

    171
  42. What are the 3 report types?
    1) List View

    2) Summary View (can drill down)

    3) Chart

    172
  43. What Slice are Reports found in?
    - Monitor Activity

    173
  44. What is the most common type of Report used by Administrators?
    - Rule Reports

    174
  45. What are the 4 Monitor Activity Report categories?
    1) Monitor Assignments

    2) Monitor Processes

    3) Analyze Process Quality

    4) Analyze Process Performance

    175
  46. How are Work Objects monitored?
    - Processes can be monitored by Category & Dates

    176
  47. What are the 3 buttons used for browsing & customizing reports?
    - Custom Report button for the list of custom reports

    - Browse Category button is used to browse categories

    - Create Custom Reports button starts the report wizard

    177
  48. Rule Reports available from menu
    • - Rule Checkouts
    • >Checked out by time
    • >All Checkouts
    • >Checked out by RuleSet, version

    • - Updated
    • >Recently by me
    • >All by me
    • >Summary of all recently updated
    • >Summary of recently updated by RuleSet

    178
  49. What is the Report Wizard
    - Report Wizard allows creation of Reports based on certain criteria

    179
  50. What reports are available to Managers?
    - The WorkManager Portal allows managers to leverage over 40 OOTB work related reports.

    - Can create own ad-hoc work reports using the Monitor Activity workspace.

    180
  51. What can be done in the Manager's Portal interface?
    • - Show work
    • - Process work
    • - Find work

    181
  52. Where is the Portal Layout Defined (e.g., Mgrs Portal)
    - Portal layout is defined within an access group

    • - OOTB Portals:
    • >WorkUser
    • >WorkManager
    • >Developer

    182
  53. How are Assignments Transferred?
    - Managers can transfer from Operator to another or to Work Basket

    - Assignments can be automatically transferred depending on an operator's availability

    183
  54. What are some examples of Bulk Processing?
    • - Bulk Processing can perform one action on each of multiple assignments
    • - Can perform on all assignments in a WorkList or WorkBasket
    • - Transfer work from select operator or from Select Work Basket
    • - Re-assign Operator's work to other operator or Work Basket

    184
  55. What is Case Management?
    - Manage & coordinate the execution of separate but related processes.

    e.g., Customer calls to log several related problems or a P.O. that requires each item to be ordered separately

    185
  56. What are the 2 ways PRPC manages Case Management?
    • 1) Covers

      2) Folders
    • 186
  57. What is the recommended practice for both covers & folders?
    - Split a case into separately executing process (for concurrency)

    • - Split a case into separate Work Objects (allows the work objects to be opened and processed independently from one another
    • > Concurrent Execution

    187
  58. Can a Covered Work Object belong to multiple Covers?
    - No - can only belong to 1 Cover

    - Nested Covers are not allowed

    188
  59. Can a Cover include another Cover?
    - No, nested Covers are not allowed

    189
  60. What OOTB rules allow users to navigate between Covers and Covered objects?
    - Harness rules

    190
  61. How do you add Covered work to a cover?
    - Cover Harness

    191
  62. What are Folders?
    - Hold a collection of Work Objects, Covers, and/or other Folders

    - Better for managing large sets of items (20 or more)

    - Do not Provide coordinated processing

    192
  63. How do you navigate Folders?
    - Like Covers, a built-in user interface is available for adding & removing items

    193
  64. In what circumstance are Rules Exported?
    • - Application migration (from Dev to QA, etc.)
    • >When moving from Elaboration phase to Transition phase

    • - Work is being done remotely with no access to the Internet
    • >e.g., Development

    194
  65. How are Rules exported?

    (Part 1 of 2)
    • - Desired Rules and data must be:
    • >Archived
    • >Downloaded from Server
    • >Imported in next environment

    • - Process
    • >It creates a Product Rule
    • >Zip file created from Product
    • >Zip is downloaded from Server
    • >Zip is uploaded in Server2

    195
  66. How are Rules exported?

    (Part 2 of 2)
    • - Locate the Product Rule
    • >Select Rule by Type tool
    • >Select SysAdmin category
    • >Click Product
    • >Select QuoteApplication

    • - Create and download the archive
    • >Click CreateZipFile button
    • >Enter Filename (e.g., MyFt55Work)
    • >After created, click hyperlink to download zip
  67. Where do you navigate to Import Archive?
    - File>Import>Import Archive

    197
  68. 10 Guardrails to success?
    • 1) Iterative approach
    • 2) Establish a robust foundation
    • 3) Do nothing that is hard (use OOTB)
    • 4) Limit custom Java
    • 5) Build for change
    • 6) Design intent-driven process
    • 7) Create easy to read flows
    • 8) Monitor performance regularly
    • 9) Calculate & edit Declaratively, not Procedurally
    • 10) Keep security object-oriented too
  69. Guard Rail definition number 3 - Do Nothing That is Hard
    • - Use OOTB functions - especially in the initial release
    • - Avoid custom HTML screens or adding buttons
    • - Always use "Auto generate HTML"
    • - Always use standard rules, objects, and properties
    • - NEVER add a Property to control status and typical work or for managing timing of work

    198
  70. Guard Rail definition number 2 - Establish a Robust Foundation
    • - Design Class Structure to comply with recommended class pattern
    • - Understandable, easy to extend and use the standard work and data classes
    • - Use organization entities as start pattern - then proceed with class groups
    • - Lead with Work Objects
    • - Position Rules correctly by class and/or ruleset
    • - Actively use inheritance to prevent Rule redundancy

    199
  71. Guard Rail Definition Number 5 - Build For Change
    - Identify & define 10-100 specific rules that business users own and will maintain

    - Activities should not be on this list

    201
  72. Guard Rail Definition Number 6 - Design Intent-Driven Processes
    • - Your app control structure must consist of Flows and Declarative Rules, calling Activities only as needed
    • > Use Flow Actions to prompt users for input
    • > Present fewer than 5 connector flow actions for any 1 assignment - if you need more re-design the process
    • > Maximize re-use, create activity rules with single purpose

    202
  73. Guard Rail Definition Number 7 - Create Easy-to-Read Flows
    • - Flows must fit on 1 page
    • - Must NOT contain more than 15 Smart Shapes (Excluding routers)
    • >If more than 15, create sub-flow or use Parallel Flows

    203
  74. Guard Rail Definition Number 9 - Calculate and edit Declaratively not Procedurally
    • - When rule of Property is calculated or validated, you must use declarative rules wherever appropriate
    • >Create a Declare expression rule instead of using a Property-Set method in an Activity
    • >Use a Declare Constraint rule instead of Validation Rule

    204
  75. Guard Rail Definition Number 10 - Keep Security Object-Oriented too
    • - Security design must be rules based and role-driven on who should have access to each type of work
    • >Never code Security controls
    • >Use standard PRPC access roels to start with
    • >Use RuleSets to segment related work for the purpose of introducing rule changes - not as security measure

    205

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