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Getting started

Updated on December 21, 2021

The topics in this section describe how to get started using the application, including creating your implementation application and configuring your application setting.

Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide

The following figure shows the relationship of the applications when deploying Pega Care Management. Implementers might choose to implement the applications in a way that is best suited for the client:

Pega Care Management application stack

Creating your Pega Care Management implementation application

In order to configure and extend the out-of-the-box application to meet your business needs, you must create a new application on top of the installed application. The new application, known as the implementation application, is where you will configure the features that differ from the installed application.

An organization that consists of multiple companies or entities might require more than one implementation application. For example, one company might require different case types or have different workflows. In that situation, you create a framework application that contains the features that are common to all parts of the organization, and then you build the implementation applications on top of the framework application.

The following figure compares these two configurations:

Implementation application with and without a framework layer
Implementation application with and without a framework layer

Creating the implementation application only

Run the New Application wizard to create your implementation application. If you are creating your implementation application on top of a framework application, follow the instructions in Using a framework application for Pega Care Management.

Caution: If a Pega Care Management application already exists in your system, running the New Application wizard overwrites some existing application settings. This will cause issues with your existing application. Having more than one active Pega Care Management application on the same Pega Platform instance is not supported. This includes custom applications built by you and sample applications provided by Pega.
  1. To create a new operator ID for running the New Application wizard, complete the following steps:
    1. Log in to Dev Studio by using the operator ID [email protected] and the password that you specified for that operator.
    2. Save a copy of the existing [email protected] operator and give it a name that identifies it as an Application Setup operator.
    3. Add the PegaCare:AppSetup access group to the new operator record, and then click the radio button to the left of the access group to select it as the default access group.
      When this access group is selected as the default access group for an operator, the New Application wizard opens when the operator logs in.
    4. Save the new Application Setup operator.
  2. Log in as the Application Setup operator.
  3. Follow the New Application wizard instructions until the Name your application page opens, and then follow the steps below.

    For more information about each step of the wizard, see Extending the New Application wizard.

  4. On the Name your application page, enter the name of the application, and then click Advanced configuration.
  5. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

    The New Application wizard creates the application class structure for you based on the organization settings that you enter. For more information, see Class layers and Class hierarchy and inheritance.

    If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

  6. Click Save.
  7. Click Create application.
    The Application Wizard creates the implementation application. The application includes one system administrator operator so that you can log into the application after you complete the wizard.
  8. To open the new application, click Go to app.
Result:

The New Application wizard creates a set of access groups for the application. Create your own operators, and then apply the appropriate access groups.

Using a framework application for Pega Care Management

If your organization requires a framework application, complete this procedure to create the framework application and the implementation applications.

Creating a framework application

Run the New Application wizard to create your framework enterprise application. The framework application contains common rules that are used by all parts of your organization. The implementation applications that you build on top of this framework application inherit common rules from the framework application.

  1. Create an operator ID to run the New Application wizard.
    1. Log in to Dev Studio by using the operator ID [email protected] and the password that you specified for that operator.
    2. Save a copy of the existing [email protected] operator, and give it a name that identifies it as the framework Application Setup operator.
    3. Add the PegaCare:AppSetup access group to the new operator record, and then click the radio button to the left of the access group to select it as the default access group.
      If you want to continue using the UI Kit-based application, add the PegaCRM-SFA:AppSetup access group. For more information, see the Pega Sales Automation 8.5 Release Notes on the Pega Documentation home page.
      When this access group is selected as the default access group for an operator, the New Application wizard opens when the operator logs in.
    4. Save the new operator.
  2. Create the framework application.
    1. Log in as the framework Application Setup operator.
    2. Follow the New Application wizard instructions until the Name your application page opens, and then follow the steps below.
      For more information about each step of the wizard, see Creating applications.
    3. On the Name your application page, enter the name of the application, and then click Advanced configuration.
    4. In the Application Settings section, under Application structure, select Framework.
    5. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

      The framework application class names come from this organization structure. For more information, see Class layers and Class hierarchy and inheritance.

      If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

    6. Click Save.
    7. Click Create application.
    The Application Wizard creates the framework application. The framework application includes one system administrator operator so that you can log into the application after you complete the wizard.
  3. To open the new application, click Go to app.
    The application opens in Dev Studio.
What to do next: Create an implementation application on top of the framework application. For more information, see Creating an implementation application on top of a framework application.

Creating an implementation application on top of a framework application

Run the New Application wizard to create your implementation application on top of the framework application.

Before you begin: Create the framework application as described in Extending the New Application wizard.
  1. Log in to the framework application as the system administrator operator created for the new framework application.
  2. In the header of Dev Studio, click the name of the application, and then click New Application.
  3. On the What type of application do you want to build page, select your framework application.
    Your new implementation application will be built on top of the framework application, and it will inherit the rules from that application.
  4. Follow the rest of the New Application wizard instructions until the Name your application page opens, and then follow the steps below.

    For more information about each step of the wizard, see Creating applications.

    The Application Wizard creates one system administrator operator for you so that you can log into the implementation application after you complete the wizard.
  5. On the Name your application page, enter the name of the application, and then click Advanced configuration.
  6. In the Organization settings section, enter the Organization name, Division name, and Unit name for this application.

    The New Application wizard creates the application class structure for you based on the organization settings that you enter. For more information, see Class layers and Class hierarchy and inheritance.

    If you have not already defined the organization entities (for example, if you have not already defined the division), type the name of the new entity in the appropriate field. The application saves the new values when you create the new application.

  7. Click Save.
  8. Click Create application.
  9. To open the implementation application, click Go to app.
What to do next: After you create your implementation application, enable and extend configurable functionality and features to meet your business needs.

Creating a ruleset for Business Analyst templates

You need to create a ruleset to store the care templates that you create in the Business Analyst portal.

  1. Create a new ruleset by completing these steps:
    1. In the navigation panel of Dev Studio, click ApplicationDefinition.
    2. In the Application ruleset section, click Add ruleset.
    3. Enter a name and click the Open rule icon.
    4. Follow the steps in Creating rulesets.
  2. Click ConfigureCare Management Configuration.
  3. Click the Other settings tab.
  4. In the Ruleset field, enter the name of the template ruleset.
  5. In the Ruleset version field, enter the version number for your care template ruleset.
  6. Click Save.
  • Previous topic Pega Care Management Implementation Guide
  • Next topic Reviewing your Pega Care Management application settings

Tags

Pega Care Management 8.7

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