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This document is the property of: Pegasystems Inc. 101 Main Street Cambridge, MA 02142-1590 Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com PegaRULES Process Commander Study Guide Version 1.0 Updated: August 2005
Contents
Introduction..................................................................................................................................... 3 Section 1: Designing and Building an Application...................................................................... 5 Section 2: User Interface Designing, Building, and Validation .................................................13 Section 3: Process Flow Design and Implementation................................................................17 Section 4: Practice Rules..............................................................................................................25 Section 5: Activities.......................................................................................................................27 Section 6: Administration .............................................................................................................31 Section 7: Services and Connectors ...........................................................................................35 Section 8: Reporting and Monitoring...........................................................................................38 Section 9: Clipboard......................................................................................................................40 Section 10: Troubleshooting ........................................................................................................43 Section 11: SmartBuild .................................................................................................................45
Introduction
Welcome to the PegaRULES Process Commander Study Guide. This PRPC study guide is designed to: Provide a concept review for veteran Pegasystems professionals preparing for the Certified PRPC System Architect exam Reinforce concepts for newly hired Pegasystems professionals who have completed Fast Track to PRPC and Advanced PRPC Bootcamp
The questions are intended to challenge you to seek answers from several sources such as: PegaRULES Process Commander: Designing Your Application with Smart Build (book and pdf) The Pega Developer Network http://pegasystemspartnernetwork.pega.com/PDN/DeveloperSupport.asp Application Developer Help in PegaRULES Process Commander (PRPC) Workbooks and materials for Fast Track to PRPC and Advanced PRPC Bootcamp
After completing this module, you should: Be comfortable applying key concepts and techniques in designing, building, testing, and debugging applications using PRPC Have a clear understanding of the structural aspects of an application, including flows, user interfaces, activities, and administrative functions Be prepared to take the Certified PRPC System Architect exam
Study Guide
Key Points (a) (b) (c) (d) (e) (f) (g) (h) (i) 1.2 Perform PAL testing 8 Use standard PRPC rules, objects and properties 3,4 Use no more than 15 SmartShapes 7 Control access to the application using privileges and roles 10 Create the class structure early in the design process 2 Use flow actions to guide users through the application 6 Document five use cases upfront 1 Use Auto Generated HTML 3 Create a declared expression instead of using Property-Set 9 Access roles b (a) Are used only in defining work parties (b) Can control the work pools that you can access (c) Represent a persons authority level relative to part of the work process (d) Are seldom required because you can use the ones that come with PRPC A work party is a (a) An entity that has interest in the work (b) Anyone who is in your work group (c) Only the originator and the manager A work party is d (a) An association of a role and a class (b) An entry in the access group record (c) An entry in an operator ID record (d) A person, organization, or other actor identified in a work object, who can be the recipient of e-mail or other forms of correspondence In the early stage of the Design, you should: b (a) Create a list of the systems that you will interact with, the type of information needed, the interconnect mechanism, and the details of each message exchanged. (b) Same as (a), but excluding the details of each message (c) Same as (a), but include a detailed message to properties map
1.3
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A PRPC application is c (a) The generic name for any PRPC solution (b) A PRPC solution that can support the business processes of multiple companies (c) A PRPC solution that is only used to support the business processes of a single company A PRPC product is b (a) The generic name for any PRPC solution. (b) A PRPC solution that can support the business processes of multiple companies. (c) A PRPC solution that is only used to support the business processes of a single company A RuleSet is c (a) Any set of rules (b) The set of rules and data that comprise your application (c) A related group of business rules Which of the following illustrates the preferred naming conventions for RuleSets? c (a) MyCo-Orders (b) Orders (c) MyCoOrders (d) mycoorders RuleSets should be used to control security. F True False RuleSet versions consist of three separate numbers: c (a) Patch-Major-Minor (b) Minor-Patch-Major (c) Major-Minor-Patch (d) Minor-Patch-Major-SubMajor Access to RuleSets can be granted in all but one of these ways: c (a) For the entire Organization (b) For a Division (c) For an Org Unit (d) By Job Function (via access groups) A top-level class a (a) Inherits from @baseclass (b) Inherits from Work(c) Contains most of your business logic (d) Is usually the same as a bottom level class Which of the following is not true c (a) Classes that end in - must be abstract (b) Abstract classes can not have instances (c) Concrete classes must belong to a class group (d) A class group must always have at least one key Typically inherit from Data- or Embed-. Which statement is true? c (a) Instances of Embed- classes cannot be saved as pages inside work objects (b) Instances of Data- classes cannot be saved as pages inside work objects
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(c) Instances of both Data- & Embed- classes can be saved as pages inside work objects (d) Embed- objects can be saved as persistent objects in the database 1.16 Covers and folders are work objects T True False Covers have some automatic behavior c (a) Whenever all of the covered work objects are Resolved-Complete, the cover is automatically Resolved (b) Whenever all of the covered work objects are Resolved, the cover is automatically Resolved (c) Whenever all of the covered work objects are Resolved, the AllCoveredResolved Ticket is raised Folders can contain: c (a) Only work objects (b) Work objects or covers (c) Work objects, covers, or other folders There is a ________ relationship between a folder and the items it contains: d (a) One-to-one (b) Many-to-one (c) One-to-many (d) Many-to-many A class group b (a) Is any set of related work objects (b) Causes the system to store the instances corresponding to two or more concrete classes that have a common key format in a single database table (c) Is unrelated to your applications requirements
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1. What is the purpose of classes a and b? 2. What is the most likely use of class c? 3. It looks as if we would never want to create any instances of class c. Should this class be abstract or concrete? 4. At a minimum, how many RuleSets do I have? 5. Can I use the Report wizard to generate a report that combines vacation and holidays? 6. If this structure was for a product, what would change? Peoples Insurance & Life (PIL) needs to build a PRPC application that generates insurance quotes and policies. PIL offers insurance products for three lines of business: auto, home and life. The workflow begins when a potential customer calls a toll free number and reaches a customer service rep, or enters the PIL storefront and speaks to a sales agent. The sales agent or Customer Service Rep gathers basic data such as name and age, and collects specific information based on the type of insurance product the client is requesting, such as the make and model of a car. The PIL product database returns a Quote, which comprises a list of products and prices for each type of insurance requested. Each product contains a product name, type, and price. A Quote can be held for seven calendar days while the customer makes a decision. After seven days, the Quote becomes inactive. If the customer wants to purchase the insurance, the Quote information is retrieved and is used to create a policy. As part of the issuance process, the policy is reviewed by Underwriting, and is accepted or rejected within two business days. The sales agent or CS Rep is notified of the policy status via an assignment to review the policy and its status. 1. Create a class structure for PIL Class Name PILPIL-SalesPIL-Sales-IndvPIL-Sales-Indv-QuoteIssue PIL-Sales-Indv-PolicyIssue PIL-Sales-Indv-Quote PIL-Sales-Indv-Policy PIL-Sales-Indv-Embed-Product PIL-Sales-Indv-Embed-Customer Parent Class @baseclass PILWorkWork-ObjectWork-ObjectDataDataEmbedEmbedClass Type Abstract Abstract Abstract Concrete Concrete Concrete Concrete Concrete Concrete
Study Guide
2. What are the units of work for the application? Quote Issuance, Policy Issuance, Quote/Policy Search 3. Identify any work parties that will be involved in the process CS Rep, Sales Agent, Underwriter, Customer/Prospect 4. What are the possible routing rules PIL will need? ToUnderwriter, ToCSRep, ToSalesAgent 5. What are the possible SLAs and workbaskets? SLA 2 days at underwriting; UnderwritingWB; Overall SLA to expire the Quote after 7 days
In the Account Information section, the user selects the Region name, and a two-letter Region code is stored in the property. The business uses a total of four or five regions that do not change frequently. 2.3 The best way to implement the Region selection list is with a: c (a) Local List (b) Class Key Value (c) Prompt List (d) Remote List
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Study Guide
In the Vehicle Information section, the user can select several automobiles. The selections are stored in the Vehicle property. 2.4 The Vehicle property is of type: d (a) Value Group (b) Page Group (c) Value List (d) Page List 2.5 The value selected in Make determines the values to be displayed in Model. This function is implemented using: b (a) Property set (b) Dynamic select (c) Dependency list (d) Obj-List 2.6 Which two of the following are options in Rules Inspector? c, d, e as of 4.02 (a) Show harness rules (b) Show section rules (c) Show HTML rules (d) Show property rules (e) Show declarative rule 2.7 Harness sections are created as type: d (a) Rule-Obj-HTML (b) Rule-Obj-Section (c) Rule-HTML-Harness (d) Rule-HTML-Section 2.8 HTML Fragments are created as type: a (a) Rule-HTML-Fragment (b) Rule-Obj-HTML (c) Rule-Obj-Fragment (d) Rule-HTML-Stream 2.8 Standard attachment types in PRPC include all of the following except: b (a) File (b) Object (c) URL (d) Screenshot (e) Scanned document
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P 1 2 3 4 5 6 7 8 9
Q Connector Fork Comment Integrator Assignment Notify Flow Flow End Decision
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What is usually the preferred way for an activity to create a work object in a flow? c (a) Trick question activities cant start flows (b) Use the Flow-New method (c) Page-New method and call Work- Add (d) Use the Utility shape A connector emanating from an Assignment shape is called: b (a) Local action (b) Flow action (c) Branch (d) Assignment connector
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3.4
A flow can have more than one Start Flow shape. F True False A flow can have none, one or many Flow End shapes. T True False Worklist is one standard assignment activity. What are the others? c (a) Workbasket (b) Workbasket and router (c) Workbasket, agent, connect and external (d) Workbasket, agent, and router You can use activity parameters to set: c (a) The work object status (b) The assignment status (c) Both a and b (d) Neither a or b The Assignment shape has a parameter for entering the work status. This status takes effect: a (a) When the assignment is created (b) When the assignment is completed via a local flow action (c) Only for the duration of the assignment Routers can be attached to: a (a) Assignments (b) Utilities (c) Start Flow shapes (d) All of the above
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3.10 If your Assignment shape uses the standard rule Worklist, and your Router uses the standard rule ToWorkbasket, what happens? d (a) The flow will not save (b) The flow will be suspended (c) The flow will save, but an execution Java exception will be raised (d) The flow will be suspended, and control will be transferred to the FlowProblems flow 3.11 You cannot create your own routing activities T True False 3.12 Which of the following is true? d (a) The Notify shape is typically connected to the bottom of an assignment (b) Notify causes correspondence to be sent (c) Notify sends correspondence only to work parties (d) All of the above
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3.13 Router, Notify, and Utility shapes are all based on what rule? c (a) Rule-Obj-Flow (b) Rule-Activity (c) Rule-Obj-Activity (d) They are each separate rule types 3.14 If a flow encounters an error condition that prevents it from continuing, what happens? b (a) An exception is placed in the log4j file (b) The current flow is suspended and the FlowProblems flow is started (c) An e-mail is sent to the users manager (d) The work object is closed 3.15 When would you choose a Fork shape instead of a Decision shape? b (a) When you want to invoke a map value (not a map value pair) (b) When you want to test something about the work object or its properties (c) They are interchangeable 3.16 A work object has assignments in two different flows Flow A and B. Flow B has ticket attached to a Flow End shape. When the Ticket is set, what happens to Flow A? a (a) Nothing happens as the Flow A assignment remains open. (b) Flow A is terminated (c) It depends on what is happening in Flow B 3.17 A work object has assignments in two different flows Flow A and B. Flow B has ticket attached to a FlowEnd shape. When the ticket is set: a (a) You need to be sure to clean up any assignments from Flow B (b) You need to be sure to clean up any assignments from both Flow A and B (c) All assignments on this work object are automatically closed as an automatic part of PRPC ticket processing 3.18 An Integrator shape: b (a) Can invoke any type of service rule (b) Can invoke an activity type of Connect (c) The tasks performed by the Integrator always run in parallel with the flow (d) All of the above 3.19 The Assign-Service shape is used to: b (a) Provide an entry point to the flow for a service (b) Pass control to an external system asynchronously (c) Wait until a listener detects an entry on a JMS or MQ queue 3.20 What types of connectors can emanate from a Utility shape? d (a) Always (b) When (c) Status (d) Else (e) All of the above 3.21 After dragging a Utility shape onto your flow, you use SmartPrompt in the Shape properties to find your activity. The activity you want does not appear. Why not? d (a) The Utility is not initialized (b) The Utility is in the wrong class (c) Your activity is in the correct class (d) Your activity is not set to type Utility
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Study Guide
3.22 In a Utility, how do I set a status that can be tested in the flow? c (a) Use a Java step (b) Call History-Add (c) Use the TaskStatus-Set method (d) Use a transition 3.23 The swim lane feature on a flow diagram organizes other shapes within separate rectangles to illustrate distinct functional capabilities associated with an organization unit or division. Each rectangle is known as a lane; the collection is known as the pool. true (a) True (b) False 3.24 A Flow shape can be used to execute a flow on: d (a) The current work object (b) Another work object (c) An embedded page (of any class) (d) All of the above 3.25 How could you use a Flow shape to branch to another flow without returning control? a (a) Do not have any connectors emanating from the Flow shape (b) In the Flow parameters, select Branch, not Call (c) You cannot use a Flow shape to branch to another flow 3.26 A Decision shape can represent: d (a) A map value (b) A decision tree (c) A decision table (d) All of the above 3.27 There must be one Connector shape emanating from a Decision shape for every possible return value. b (a) True (b) False 3.28 If you want to enable SmartPrompt for the connectors emanating from a Decision shape: b (a) Do nothing; this is automatic (b) Include all possible return values in the Allowed Results field on the Results tab of the decision rule (c) Include the Result list in the properties for this Decision shape
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Study Guide
Section 5: Activities
5.1 Pages and classes in activities: c (a) Are used to link page names to a class within PRPC (b) Enable SmartPrompts to display rules or properties within the Activity form for the appropriate class (c) Correspond to the pages on the clipboard (d) None of the above (e) A to c above To loop through an embedded page in an activity, the directive to use is: c (a) Loop (b) Get Next (c) For Each When looping through a page list, all of the following are valid index references except: b (a) (<CURRENT>) (b) (<FIRST>) (c) (<LAST>) (d) (<INSERT>) (e) (<APPEND>) (f) (<PREPEND>) Which statement is not true? c (a) A parameter page is used to pass parameters between activities (b) A parameter page is classless (c) A parameter page must contain one literal value, the page key (d) A parameter page can contain references to properties on the primary page Which statement best describes preconditions and post transitions: d (a) They use When statements that evaluate to true or false (b) They can direct the logic to another point in the activity (c) They can end activity processing based upon the status (d) All of the above (e) A and C (f) A and B Which method will instantiate a new page in the clipboard? c (a) New-Page (b) Open-Page (c) Page-New (d) Page-Open
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Which method causes the system to end the current activity and continue with the next activity on the requestor's activity list? a (a) Activity-End (b) End-Activity (c) Exit-Activity Obj-Open method opens an instance of a class into a step page. Which of the following statements is true? d (a) Before Obj-Open, the step page has to be created using Page-New (b) The step page can be classless if it is temporary (c) An instance of a step page with the same name can be reused and the data must be cleared using Page-Reset (d) An instance of a step page with the same name can be reused and the data is cleared automatically To create a work object from an activity: d (a) Create a step page of the class of the work object (b) Call the Add activity (c) Enter the name of a starting harness (d) All of the above (e) None of the above; activities cannot create work objects
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5.10 Which statement about local variables is true? b (a) They are stored on the clipboard as temporary variables (b) They exist only within the context of an activity (c) They can be stored in the database (d) They are stored in a named page that is created automatically 5.11 What is the class of the top-level clipboard page created by the Obj-List method? a (a) Code-Pega-List (b) Rule-Pega-Obj (c) pxResults (d) The same class as the returned instance
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Study Guide
Section 6: Administration
6.1 A new operator ID can be created in which of the following ways: d (a) Clicking the Add Operator link in the Organization area of the Administer workspace (b) Using the Organization Chart link on the Administer workspace (c) Creating a new instance of Data-Admin-Operator-ID (d) All of the above All the following are steps in creating a new work group except: c (a) Creating a new instance of Data-Admin-WorkGroup (b) Adding external and internal contacts (c) Specifying a default RuleSet (d) Specifying a default workbasket An operator ID can belong to _______ primary access group(s): b (a) 0 (b) 1 (c) 2 or more (d) A maximum of 8 All the following are steps in creating a new access group except: d (a) Creating an access group name (b) Specifying the default portal (c) Specifying the default work pool (d) Specifying a default workbasket Which of the following are steps in creating a new workbasket?: d (a) Specifying the Organization, Division and Unit (b) Specifying a default work group (c) Specifying the name of the business calendar (d) All the above are steps to create a workbasket (e) None of the above is a step to create a workbasket Which of the following are steps in creating a new worklist?: e (a) Specifying the operator ID (b) Specifying a default work pool (c) Specifying a default access group (d) All the above are steps to create a worklist (e) None of the above is a step to create a worklist Which of the following can be used to implement security?: d (a) Rule-Access-When rules (b) Access groups (c) Requestor types (d) All the above (e) None of the above Which example is the best name of an access role: a (a) MyCo:Manager (b) SysArchitectDD (c) karen.tanner@acme.com
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To prevent rules from being overridden or modified, a RuleSet is marked as (select all that apply): a (a) Locked (b) Blocked (c) Not available
6.10 When delivering a PRPC product, the best practice is to mark the RuleSet as: b (select all that apply): (a) Final (b) Locked (c) Blocked (d) Not available 6.11 The best way to move a RuleSet from the development environment into the production environment is to use (select all that apply): a, b (a) Export rules (b) Load rules (c) Skim rules 6.12 The best way to create a new major RuleSet version is to use: c (a) Export rules (b) Load rules (c) Skim rules 6.13 The best way to create a minor or patch RuleSet version is to: b (a) Use the Skim Rules tool (b) Select the latest RuleSet version and Save As a new version (c) Select New RuleSet from the administrater workspace 6.14 A user profile specifies RuleSet MyCoLoan:04-04. This user can access the following RuleSet version (select all that apply): a, b (a) MyCoLoan:04-04-12 (b) MyCoLoan:04-03-01 (c) MyCoLoan:04-05-01 (d) MyCoLoan:04-
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Study Guide
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Which class is used to process inbound e-mail as a service to receive messages from other systems? b (c) Data-Email account (d) Rule-Service-Email
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Study Guide
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Section 9: Clipboard
9.1 The clipboard page containing all the pages created by your application and normal processing is the: d (a) Process page (b) Requestor page (c) Thread page (d) User pages The clipboard page that contains information about your access roles, RuleSet list, and HTTP protocol parameters is the: b (a) Process page (b) Requestor page (c) Thread page (d) User pages The clipboard page that is created at startup and contains system-wide state and configuration information to PRPC is called: a (a) Process page (b) Requestor page (c) Thread pages (d) User pages A clipboard page can be created by using the following activity method: b (a) Page-Add (b) Page-New (c) Page-Create (d) Page-Insert The contents of a step page can be viewed in XML format using: b (a) Show-XML (b) Show-Page (c) Show-HTML (d) None; step pages cannot be viewed as XML When a user logs out, user pages are marked for garbage collection and are removed automatically: true (a) True (b) False When a user logs out, requestor pages are marked for garbage collection and are removed automatically: true (a) True (b) False
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9.8
When a service request arrives from another application, a requestor page is created. As the application executes, thread and user pages are created as well. These pages will be removed automatically: b (a) Never, as pages created by external services can only be removed using PageRemove (b) Sometimes, as it depends on whether the Rule-Service- record indicates that the requestor should be reused for subsequent requests (c) Always, as requestor pages are temporary and are deleted after the work object is created Which one of the following is displayed on the clipboard: e (a) The content Java objects (b) Properties beginning with pz (c) Parameter pages (d) All the above are displayed on the clipboard (e) None of the above is displayed on the clipboard
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9.10 A best practice for proper clipboard management is to match every Page-New, Obj-Open, and Obj-List with a Page-Remove: true (a) True (b) False
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11.2
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