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Integration

  • How do you configure Connect-File in Pega
    What are the rules involved? Connect-File.Connector activity. What is Connect-File? A connector rule falls under Integration-Connectors category.The main purpose of this rule is to create a file and place it in the mentioned App server directory. How to configure Connect–File? Create a new Connect–File rule from Integration category ( No wizard available). Three blocks are …

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  • How to configure Service-REST in Pega?
    Introduction First of all, don’t think INTEGRATION is a difficult topic in PEGA. I would say Integration is much easier than creating an activity rule 🙂 Pega makes it simple for developers. All you need to do is configure the Integration rules. Pega takes care of the rest 🙂 Pega provides useful wizards and guides …

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  • How to configure Service Package in Pega
    Introduction I will say Service package is the heart of Integration service rules in Pega.On looking at the name, you can brief me about service package. Used to package services 🙂 Absolutely right. Remember, the Service REST I created, it belongs to a Service package rule – TestServicePackage Imagine the Integration-Service rules as a robot …

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  • How to configure Connect-REST in Pega?
    Introduction I am gonna start this post in a different way 😀 Why do we need friends? We can trust them and share our feelings with them.They help us in difficult situations.They can share our works as if it is their own and there will always be some mutual understanding between friends. This list can go …

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  • How to configure an email account & send outbound email from Pega?
    Introduction First of all, let me briefly explain how an Email works? We know we can login any email ID and send any email we want, but what happens at the back-end?! Think about, how  mail processing work in post office? Step 1: You are in Chennai and you write a mail to your friend …

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  • WSDL Structure & its relationship with Pega rules
    Introduction WSDL – Web Service Definition/Description Language In this post we will see about the WSDL structure and its relationship with Pega integration rules. This will open up the door for SOAP Integration. SOAP Integration – SOAP is a messaging protocol that allows communication between different systems through HTTP and XML messaging formats.SOAP follows some …

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  • XML Mapping rules extended – Parse XML
    Introduction I highly recommend you to view my previous post on XML Stream rule before proceeding here!! I hope you are clear on XML Stream rule 🙂 Let’s switch gear to learn about Parse XML rules. From the name, you can say these rules are used in parsing the XML content. Pega connectors – When the …

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  • XML Mapping rules – XML stream
    Introduction In this post, we will see some new information about the XML mapping rules. Hope you guys liked my previous post on WSDL Unfolding. If you have missed, Please checkout the link below. In this post let’s move one more step closer to SOAP Integration 🙂 We know that SOAP supports XML messaging formats. …

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  • Configure Service SOAP in pega
    Introduction In this post, we will see how a Pega system host a SOAP web service. Hope, you went through my post on Service REST Integration. Please go through the below link to get some basic detail about services in Pega. What is SOAP? SOAP – Simple Object Access Protocol Web services help in communication …

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  • Connect SOAP in Pega
    In this post, we will see, how to configure Connect-SOAP in Pega. Please go through my previous post on Service SOAP I will be consuming the service hosted by Service SOAP example in the above post 🙂 Before that let’s get some basics about SOAP What is SOAP? –          Simple Object Access Protocol What are …

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  • Parse delimited in Pega
    Introduction In this post, we will see more in detail about parse rules and different parsing methods Parse delimited rule operates mostly in conjunction with service file rules that are used in file processing. What is file processing? We know that almost all applications work with data. Data can be captured in multiple ways.  The …

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  • Service file tutorial
    Introduction This post is all about working out a tutorial on service file rules in rule. I have explained the configurations about service file rule in my previous post It a mandatory pre-requisite to go through my previous post before continuing this post I have already explained the business requirements in my previous post. External …

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  • Service file configurations in Pega
    Introduction I hope you liked my last post on parse delimited rules. If you need to recap, please visit the following link In Parse delimited post, we learned how to parse the input data using delimited characters. This is my own view on file processing in Pega I can say, this is the common architecture …

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  • File listener in Pega
    Introduction Here comes the missing piece in my file processing series posts. FILE LISTENER As a recap, here are my previous posts related to file processing Service File            –     Parse delimited     –       Till now we have seen, how to parse the data using parse rules and …

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  • Map structured rule in Pega
    Introduction In this post, we will more in detail about Map structured rule. Let me start with a scenario, Our Pega application needs to talk with another application. Talk refers to the transfer of data between systems. Data can be in any format.  Now, the external system sends us input data in a file (customer …

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  • Parse structured rule in Pega
    Introduction In this post, we will see more in detail about the parse structured rule and the four specific methods. This is the continuation of my previous post on Map structured rule. I recommend you to visit my previous post, before proceeding this post! What is Parse structured rule? Used to parse the structured data into clipboard …

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  • Email listener in Pega
    Introduction This post will be the continuation of my previous post on email wizard. We will see in detail about all the configuration points in the email listener. Please visit the below post to understand the email wizard What is email listener? The email listener monitors the email account on the configured folder and routes the email …

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  • Email wizard in Pega
    Introduction I hope you liked my previous posts on file processing series. It is time to explore email processing. In this post, we will see more in detail about the email wizard. What is email processing? I will explain this with my favourite CRM application. Say an insurance company provides email servicing to their customers. …

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  • Service email – case creation
    Introduction In the last posts, we saw, how to create a file listener, email account, service email using email wizard. The processing of all listeners in Pega is basic. The listener listens at a location for a message/file or email and invokes a service rule to process. Similarly, in email processing, the listener listens for …

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  • Service email – approval flow
    Introduction In this post, we will see, how we can notify the approval process through email and how to process the action through incoming email. This will be our second use case. I always take some time to create an introduction picture and always MS Paint 🙂 As a recap, below are the four use …

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  • Service email – manage conversations
    Introduction In this post, we will see how we can manage the email conversations within Pega. Recap on the use cases. I recommend you to visit the posts in the following order to be on the same line. Create a case with the data from the incoming email 2. Use approval actions in the assignment …

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  • Service email – handle DSN
    Introduction In this post, we will see how we can handle delivery status notification messages. Recap on the use cases. I recommend you to visit the posts in the following order to be on the same line. Create a case with the data from the incoming email 2.Use approval actions in the assignment notification, to …

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  • Excel processing in Pega
    Introduction In this post we will see how pega can read the excel data. In my file listener series posts, I explained how you can read a CSV file. In this post, I will not be using listener, instead will show you stand alone APIs that can be used to parse the excel file. The …

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  • Java Messaging Service 1 – Introduction
    In this post we will see some basics about Java Message Service. Some theoretical stuff. What is JMS? It is a Java Message oriented middleware (MOM) API that supports sending messaging between two or more systems. Business scenario Lets’s say an International Organization ABC has its branches in different geo-locations. They use different  Java/Pega applications …

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  • Java Messaging Service 2 – Setup ActiveMQ
    In this post we will see setting up ActiveMQ JMS provider in the local machine. We will also Create a new queue destination and send a message to the queue. Finally we will setup an optional web console hawtio to administer the ActiveMQ I would recommend you to visit the previous post on JMS introduction. …

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  • Java Messaging Services 3 – Setup Pega to ActiveMQ Connection
    In this post we will see two things – configure the deployment descriptor or the conf files to use the JNDI resources and Import the ActiveMQ external jar file Important note: This post is specific to Apache tomcat server. If you use J2EE compliant application servers like Websphere, WebLogic  then your implementation will vary. I …

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  • Java Messaging Service 4 – Connect-JMS in Pega
    In this post we will see all the configuration points in a Connect-JMS rule that can put a message into ActiveMQ JMS provider. You will see there are two Connector rules to support Messaging Service – Connect-JMS and Connect-MQ. Connect-MQ – Is a specific implementation of  messaging service that supports  IBM Websphere MQ standard. We …

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  • Java Messaging Service 5 – JMS vs MDB Listener
    In this post we will talk some basics about the differences between Web Server and Application Server. We will also conclude with understanding when to go for JMS Listener and when for JMS MDB Listener. This post is going to be totally theoretical! Basically there are two server types – Web server and Application server. …

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  • Java Messaging Service 6 – JMS Listener
    In this post we will see the configuration points in a JMS listener. We will also see Listener processing at the end. What is JMS Listener? JMS Listener is a data instance of category Integration resources.It provides information to route the JMS messages to the service JMS rule for processing.JMS listeners support JMS 1.0 features. …

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  • Java Messaging Service 7 – Service JMS rule
    This is the final post in JMS series. It is going to a short post on service JMS rule. I suggest you to have a read on JMS listener post before proceeding here. What is Service JMS rule? It is part of Integration services category and gets invoked from JMS listener rule.This rule is mainly …

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  • Asynchronous service processing in Pega
    Introduction In this post we will see how Pega can process the incoming service requests in asynchronous manner. We will also deep dive into entire architecture behind the asynchronous service processing. Let’s get started. Business scenario Say ABC is a banking organization that provide loans to customer. ABC uses a Pega application  for sales processing. …

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  • Requestor pooling for services
    Introduction In this post we will see about how to reserve a set of requestors for Pega services. This post is implemented using Pega 8.5 personal edition. Let’s start with requestors.  You can visit my very old post on requestor types. Requestors  can refer to people or object who requests service from Pega. It can …

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Organizational rules

  • Configure an Operator ID in Pega
    Introduction Imagine social networking sites. They have a Sign Up link in their home page. You can sign up to create a new account. “What happens at the back end?”.  A new account is created for you and it is stored in the server. Username will be the key to link the account. So whenever …

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  • Configure Calendar instance in Pega
    Introduction In this post, we will see how we can configure a calendar instance and use it in a pega application. Say, ABC banking organization uses Pega CRM application to treat the customers. Based on the customer needs, banking employees (application users) start creating the appropriate case types. Case types may have different work steps …

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Process

Reporting

System Administration

  • What are the requestor types in Pega?
    Introduction In this post we will see the requestor types in Pega. Imagine you are logging into any application. As soon as you log in, the data for that session will be stored in either memory or database. So whatever activity you do in an application, is basically like playing with data. It can store, remove and update data. …

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  • Agent and Agent Schedule in Pega
    Introduction In this post we will see in details about Agent and Agent Schedule in Pega. Most of the applications rely on processes that operate at the background without human intervention. Imagine there is a requirement to send a status report to the reporting manager every day by 8 p.m. You can code it like ‘providing …

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  • What is Declare index in Pega?
    Introduction Think of why the rule is given such a name 🙂 We all might have come across the term Index. Take a text book, in the first page you will see an index. ‘What is the main purpose of it?’ Yes, you are right 🙂 It contains page numbers to access the topics quickly. …

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  • How to configure Declare index in Pega – step by step tutorial
    Introduction In this post, we will learn how to configure declare index in Pega. Its highly recommend to visit my previous post on declare index rule Here let us see the tutorial how to implement  the declare Index in Pega. What are the pre-requisites to configure declare index in Pega? Imagine the below scenario, address …

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  • Expose a property in Pega
    IntroductionIn this post we will see, how we can expose properties in database table. First let’s get some basics Pega uses properties to hold the data.We can persist the data in database table. Say for example, I have created a new amazon sales case, Say A-1 and captured all the customer details. `CustomerName = “Prem”. …

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  • Rule delegation in Pega
    Introduction In this post we will see how and why a rule can be delegated to the business users. Before jumping into the delegation part, let me briefly explain the software life cycle from the developer point of view. Consider any android application, we do see some updates happen periodically in certain time interval. Every …

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  • System setting and dynamic system setting rules in Pega
    Introduction In this post, we will see more in detail about configuring the system settings. Let’s talk some basics about system settings. Think about any software you install, You have an option to customize few settings. For example, If you are  installing a software in either Mac OS or Windows platform, then you may have …

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  • ELK 1 – Basics
    Introduction This is the first post in the series of ELK stack. Here we will see some basic theoretical knowledge about ELK stack. Let’ start hunting the ELK 🙂 Fun fact: ELK is a large species deer! What is ELK? ELK – stands for Elastic, Logstash and Kibana. Elastic – Search or analytics engine that …

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  • ELK 2 – Set up elasticsearch
    Introduction In this post, we will set up and run an elasticsearch node in our local machine. We will also see some important configurations. For a better understanding, I would recommend to go through the posts on elk topic in order from 1-6 http://myknowpega.com/tag/elk/ What is elasticsearch? Open source search and analytics engineBuild on Apache …

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  • ELK 3 – Setup Kibana
    Introduction In this post, we will set up and run Kibana in our local machine. We will also use REST APIs from elastic to create indexes and documents manually using DSL query. For a better understanding, I would recommend to go through the posts on elk topic in order from 1-6 http://myknowpega.com/tag/elk/ Open source visualization …

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  • ELK 4 – Setup Filebeat and Pega log JSON objects
    Introduction In this post, we will set up a filebeat server in our localmachine. We will also use filebeat to ship the Pega logs into elastic server. Finally, we will use Kibana tool, to query on the shipped log entries from elastic server. For a better understanding, I would recommend to go through the posts …

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  • ELK 5 – Setup Logstash
    Introduction In this post, we will set up a Logstash server in our local machine. We will also configure filebeat to ship the log files to logstash and logstash will stash those log file entries into elasticsearch server. For a better understanding, I would recommend to go through the posts on elk topic in order …

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  • ELK 6 – Create dashboards in Kibana
    In this post, we will see how we can setup dashboards in Kibana using the elastic data. A short introduction about Kibana. Open source visualization tool on elastic dataIt uses the REST API provided by elasticsearch and queries the data.It ships with a nice user interface to create visualization and dashboard on the elasticsearch data. …

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  • System Name in Pega
    What is a system instance in Pega? System is a data instance that belongs to SysAdmin category.System name uniquely identifies each system and corresponds to Pega Platform system For example In an Organization – mkp_dev, mkp_st, mkp_uat, mkp_prod can uniquely identify the development, test, acceptance and production systems in mkp department – where as ctm_dev, …

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  • Nodes in Pega 1 – Introduction
    In this post we will see some basics about Clusters and Nodes What is a cluster? A cluster is a group of servers and resources that work together.Just for logical reason, you can map a cluster with the system name, we saw in the previous post. Think of the Pega Personal edition. Installing Pega package …

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  • Nodes in Pega 2 – Node classification
    In the last two posts, we saw about system name, clusters and nodes. In this post, we will see how we can classify the nodes. I suggest to you to go through the previous posts on System name and Nodes Introduction posts. – Why to classify nodes? Effective resource allocation Imagine an Insurance organization uses …

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  • Kafka 1 – Fundamentals
    Welcome to the first post on Kafka series. Here we will talk some theory concepts on Kafka fundamentals. What is Kafka? Kafka is a distributed streaming platform. Stream here refers to stream of data. Imagine an organization has around 3 source systems and 4 target systems. Each system needs to communicate with each other to …

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  • Kafka 2 – Set up and CLI tutorial
    In this post we will set up Kafka in Windows and start producers and consumers using CLI. We will also see how the messages get consumed. I recommend you to go through my previous post on Kafka fundamentals before proceeding here. Let’s straightaway start downloading the binaries. Step 1: Make sure you have Java JDK …

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  • Kafka 3 – Stream service in Pega
    In this post we will see how Pega uses Kafka internally to process streams of data, just an overview on streams service. Tip: If you are into Kafka topic for the first time in my blog, I recommend you go through the Kafka series posts in order. This tutorial is implemented using Pega personal edition …

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  • Kafka 4 – Data sets in Pega
    In this post we will see some basics about data set rule using YouTube as the data source. The tutorial was implemented using Pega personal edition 8.4 What is a data set rule? The name speaks itself. It is a collection or a set of data.The source data can be from different systems and can …

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  • Kafka 5 – Data flows in Pega
    In this post we will make use of data sets we created in the previous post and we will also verify how data flows can be used in Pega to process source data. This post was implemented using Pega Personal edition 8.4 For a better understanding on data flow tutorial, I recommend you go through …

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  • Queue processor in Pega
    In this post we will see the architecture behind queue processor rule and all its configurations and usages. This post is documented using Pega personal edition 8.4 What is a queue processor rule? Used for background processing that makes use of queue management and performs the processing.Queue processor rule uses Kafka message queuing and so …

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  • Kafka 6 – Configure Kafka instance in Pega
    Introduction In the previous post on queue processor we saw that Pega internally has its native kafka server to perform stream processing. In this post we will see how Pega can make a connection to external Kafka server. Business scenario A banking organization ABC uses Pega infinity to facilitate their sales process. Whenever a loan …

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  • Kafka 7 – Configure Kafka instance in Pega
    Introduction In the previous post we saw how we can make a connection between Pega and an external Kafka server. In this post we will see how Pega can consume the Kafka messages published in the external Kafka server. Business scenario A banking organization ABC uses Pega infinity to facilitate their sales process. Whenever a …

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  • Kafka 8 – Pega as Kafka Producer
    Introduction In the previous post we saw how Pega can consume message from an external Kafka server. In this post we will see how Pega can produce the Kafka messages to an external Kafka server. Business scenario A banking organization ABC uses Pega infinity to facilitate their sales process. Whenever a loan is issued, loan …

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  • Expose personal edition to Internet
    Introduction In this post we will see how we can expose the local host web server to internet using ngrok tunneling. We know that Pega personal edition can be hosted in our local machine and hence we can access the apps using the host name – http://localhost:<portname>/prweb Usually, most of the development servers or home …

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  • Pega file processing Azure storage files
    Introduction In this post we will see how Pega file listener can process the file uploaded into Azure storage. I already have a dedicated post on file listener processing. In this post I will concentrate more on accessing the file location part. We know how a file listener works – The listener can easily access …

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  • Content storage and content source using Azure storage repository
    Introduction In this post, we will see how we can store and manage the case attachments and pulse attachments in Azure blob storage container instead of the default Pega data storage. This tutorial is implemented using Pega 8.5 personal edition. I recommend you to go through my previous post to understand the basics of cloud …

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  • AsyncProcessor requestor type and System Runtime Context
    Introduction In this post, we will see about the introduction and deprecation of AsyncProcessor requestor type followed by the usage of System Runtime Context. Let’s start with some brief introduction about requestor types. We know that all the application logic or coding resides in the rule base. To resolve and execute the applicable code, we …

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  • Job Scheduler
    Introduction In this post, we will see all the configurations for the Job scheduler rule and how to replace an advanced agent with Job scheduler. What is Job Scheduler? As the name implies it is used to schedule jobs.Job scheduler got introduced on Pega infinity (Pega 8) release and set to replace the advanced agent …

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  • Docker 1 – Containerisation basics
    Introduction This is the first post in docker series. Here we will talk about some basic containerisation terminologies. What is containerisation? Bare metal  Vs Virtualization Vs Containerisation Bare metal – It refers to a single physical server. We know that to run any software, we need the hardware elements of a single computer – server, …

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  • Docker2 – Setup Docker desktop in Windows
    Introduction In this post, we will see how we can set up the docker desktop in windows 10 home edition. You can visit my previous post for containerisation basics – Tip: Since copy/paste is not possible in this post, I documented the shell commands in the following git repository, you can easily copy/paste from there. …

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  • Docker 3 – Docker basics and first docker container
    Introduction In this post, we will start with Docker architecture, docker objects and we will also run a simple docker container. I would recommend you to go through the previous posts in order for better understanding. https://myknowpega.com/tag/docker/ Tip: Since copy/paste is not possible in this post, I documented the shell commands in the following git …

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  • Docker 4 – Run Pega docker container
    Introduction This is the final post on docker series, where we will see how we can run a Pega docker container. I strongly recommend you go through all my 3 previous posts on docker for better understanding. If you are a docker expert, then no need 😉 https://myknowpega.com/tag/docker/ All the commands in this post can …

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  • Add JNDI datasource for external database connection
    Introduction In this post we will see how we can add a JNDI datasource and also create a new Pega database instance using the JNDI datasource to connect to the external database. For this tutorial I am using Pega personal edition 8.5 Okay, first let’s look into the out of the box pega database instances. …

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  • Application settings in Pega
    Introduction In this post, we will see how we can use the application settings rule in pega. Application settings rule was introduced in Pega 8.3 version. In the previous releases, application settings were called the rule system settings. Please visit my previous post to understand more about the system settings. Application settings rule is of …

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  • Loggers and Log categories in Pega
    Introduction In this post we will see how to add log levels for different loggers and also group the loggers into a log category for easy maintenance purpose. Let’s start with the logging framework. What is a logging framework? Logging framework is a utility designed to standardize the process of logging in the application.Most of …

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Technical

  • What is circumstance in Pega?
    IntroductionIn this post, we will see detailed explanation about circumstancing in Pega. Imagine, you lost your atm card, (I feel bad to start a post in negative manner 🙁 ) You are calling to your bank customer care number. Some customer service agent attends the call and transfer it to appropriate department.It means their business is …

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  • Activity methods on clipboard pages
    Introduction Every activity rule can contain  one or more steps.Each step in an activity rule can contain a method.Methods are implemented in Java. Each method updates the pxMethodStatus property on the pxThread page. pxMethodStatus values can be – Good, Warn or Fail In this post, I am going to explain various methods related to clipboard pages. Methods …

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  • Activity methods on clipboard properties
    Introduction In this post, we will see more in details about activity methods on clipboard properties This post will be the continuation of my previous post. Here I will be concentrating on the methods involve in updating clipboard properties. We know in Pega, properties holds all piece of data. It can be stored in temporary …

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  • Obj and RDB methods in Pega
    Introduction In this post, you will see different obj methods and rdb methods and how to use them in a activity. I will be post the key difference at the end of the post 🙂 We will discuss the following methods Obj-BrowseRDB-ListObj-Open / Obj-Open-By-HandleRDB-OpenObj-SaveRDB-SaveObj-Delete / Obj-Delete-By-HandleRDB-Delete Before that let’s discuss some basics 🙂 We know, …

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  • Obj and RDB methods in Pega – Extended
    This will be continuation of the previous post 🙂 Let me straightly jump into the remaining activity methods. Obj-Save This method helps in saving the clipboard page to the PegaRULES database or an external database. When do we use this method? You use this method either to update any existing instance or create a new …

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  • Libraries and functions – Part 1
    Introduction In this post we will talk about the basics of functions and libraries  in pega. Function in programming language Function is a block of reusable code that is used to perform a single related operation/action.Functions usually accept input data, process the data and then it may return a result.Different programming language name function differently …

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  • Libraries and functions – Part 2
    Introduction In this post we will create a new library and a new function rule. We will also see different ways of referencing function rule. Before continuing, I would strongly recommend you to cover the basics of functions and libraries from my previous post Requirement: For this tutorial, I am going to use a simple …

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User Interface

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