Pega System Architect (Platform Specific category)

Course Objectives

  • In this course, you learn the core principles of application development on Pega Platform™.
  •  Business users and delivery team members use these principles to plan and deliver business applications faster and more accurately for maximum business value. You learn how to perform the most common application development tasks to prepare yourself for your first Pega development project.
  • The exercises in this course are based on Pega Platform 8.


  1. System Architect Essentials Exercise Overview
    • Exercise Approach
    • Business use case: Assistance request
    • Completing the course exercises
  2. Introduction to Pega
    • Introduction to Pega
    • Situational Layer Cake
    • Application development studios
    • How to navigate the Pega Platform
    • Roles on a Pega project
    • Assessment: Introduction to Pega
  3. Case Management: Designing a case life cycle
    • Case life cycle
    • How to design a case life cycle
    • User context
    • How to update case status
    • How to add instructions to assignments
    • Assessment: Designing a case life cycle
  4. Case Management: Setting a service level
    • Service level agreements
    • How to add a service level to an assignment
    • How to add a service level to a case
    • How to add service levels throughout the case life cycle
    • Assessment: Setting a service level
  5. Case Management: Controlling the case workflow
    • Optional actions
    • How to add optional actions to a case
    • Skipping processes and stages
    • How to skip a process or stage in a workflow
    • Parallel processing
    • How to perform processes in parallel
    • Decision points
    • How to add a decision point to a process
    • Assessment: Controlling the case workflow
  6. Case Management: Routing work to users
    • Routing work
    • How to route work
    • How to configure custom routing
    • Case approval configuration
    • How to configure a single level approval
    • How to configure cascading approvals
    • Assessment: Routing work to users
  7. Case Management: Configuring a case hierarchy
    • Introduction to configuring a case hierarchy
    • Rules and rule types
    • Rules and rulesets
    • Classes and class hierarchy
    • How to create a rule
    • How to update a rule
    • How to reuse rules through inheritance
    • Case hierarchy
    • How to enforce a dependency between case types
    • Adding a child case to a case
    • Assessment: Configuring a case hierarchy
  8. Case Management: Exercise
    • Exercise: Configuring a case type
  9. Data Modeling: Adding fields to a case type
    • Introduction to adding fields to a case type
    • Data elements in Pega applications
    • How to manage properties
    • How to reference a property
    • Defining properties
    • User views
    • Configuring user views
    • Assessment: Adding fields to a case type
  10. Data Modeling: Data in memory
    • Introduction to data in memory
    • Data storage in memory
    • pyWorkPage
    • How to view clipboard data
    • How to use and set property values with the Clipboard
    • Assessment: Data in memory
  11. Data Modeling: Manipulating case data
    • Introduction to setting property values automatically
    • Data transforms
    • How to set values with data transforms
    • How to set default property values
    • Data transforms and superclassing
    • Assessment: Setting property values automatically
  12. Data Modeling: Calculating case values
    • Introduction to calculating case values
    • Declarative processing
    • Declare expressions
    • How to set a property value with a declare expression
    • Forward and backward chaining in declarative networks
    • Assessment: Setting property values declaratively
  13. Data Modeling: Exercise
    • Exercise: Designing a data model
  14. Validation: Validating case data
    • Introduction to validating case data
    • Methods of data validation
    • How to validate case data with controls
    • How to validate case data with validate rules
    • Validating a flow action with a validate rule
    • How to use edit validate rules
    • Assessment: Validating case data
  15. Validation: Exercise
    • Exercise: Configuring data validation
  16. Information Exchange: Using the Integration Designer
    • How to visualize data with the Integration Designer
    • Assessment: Managing data types with Integration Designer
  17. Information Exchange: Creating data types
    • Application data processing with data types
    • How to create a locally sourced data type
    • How to configure a data source for an existing data type
    • How to create an externally sourced data type
    • Assessment: Creating data types
  18. Information Exchange: Managing data pages and views
    • Data views and data pages
    • How to access on-demand data with a data page
    • How to configure data page sourcing options
    • How to save data with a data page
    • Assessment: Managing data pages and views
  19. Information Exchange: Exercise
    • Exercise: Configuring reference data
  20. User Interface: Customizing user view layout
    • Introduction to configuring a user form
    • Section rules
    • Guidelines for designing user views
    • How to configure a section
    • How to configure responsive UI behavior
    • Assessment: Customizing user view layouts
  21. User Interface: Adding dynamic content to user views
    • Introduction to adding dynamic content to user views
    • Dynamic UI design
    • How to configure dynamic content
    • Event processing
    • How to configure event processing
    • Assessment: Adding dynamic content to user views
  22. User Interface: Styling an application
    • Introduction to styling an application
    • Styling an application with skins
    • How to customize an application appearance with skins
    • Controlling application appearance with a skin
    • Assessment: Styling an application
  23. User Interface: Exercise
    • Exercise: Designing a user interface
  24. Case Management: Sending correspondence
    • Introduction to configuring and sending correspondence
    • Case communications
    • Sending an email from a case
    • How to configure correspondence rules
    • Assessment: Configuring and sending correspondence
  25. Case Management: Exercise
    • Exercise: Configuring and sending correspondence
  26. Reporting: Creating business reports
    • Introduction to creating business reports
    • The role of reports
    • Business and process reports
    • The Report Browser
    • How to create a report
    • How to organize report results
    • Creating a report
    • Organizing report results
    • Assessment: Creating business reports
  27. Reporting: Optimizing report data
    • Introduction to optimizing report data
    • Data storage in Pega applications
    • Property optimization
    • Optimizing properties for reporting
    • Assessment: Optimizing report data
  28. Reporting: Exercise
    • Exercise: Designing a business report
  29. Application Development: Unit testing rules
    • Introduction to unit testing rules
    • Unit testing
    • How to unit test a rule
    • How to record a unit test for automated testing
    • Assessment: Unit testing rules
  30. Application Development: Delegating rules
    • Introduction to delegating rule management to business users
    • Business rule delegation
    • How to delegate rules to business users
    • Assessment: Delegating business rules
  31. Application Development: Exercise
    • Exercise: Testing and maintaining an application
  32. Capstone: Solution Build
    • Exercise: SAE 8 Solution Build

40 Hours

Pega Software



Lab Assignments:  30 %