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Guidelines for extending Pega 1:1 Operations Manager

Updated on August 3, 2022

Some areas of Pega 1:1 Operations Manager are commonly extended during the implementation process, while others should be left as default for most implementations.

Recommended extension points

Review the following areas of Pega 1:1 Operations Manager and customize them to match your requirements:

  • The mapping of properties and the UI of change request phases
  • SLA details
  • Routing
  • Notifications
  • Approval process
  • Additional, non-default change request types
  • Testing steps

Customizing the UI of change request phases

To customize the UI of the Plan and Build stage of a Pega 1:1 Operations Manager change request, do the following steps:

  1. Save the corresponding wrapper section into your implementation layer.

    For example, to customize the Channels screen, save the Channels section into your implementation layer.

    The wrapper section contains two sections:

    • Default - For example, DefineChannels
    • Customizable extension - For example, DefineChannelsCustomization
  2. Save the default section with the same name as the customizable section.

    For example, save the DefineChannels section into your implementation layer as DefineChannelsCustomization.

  3. Change the visibility of the default section to Never.
  4. Change the visibility of the customizable extension section to Always.
  5. Customize the extension section as required.

Areas which should be left as default

In most cases, do not modify the following areas of Pega 1:1 Operations Manager:

  • The built-in class definition and the class-to-table mapping
  • The Build change request phase
  • The integration between Pega 1:1 Operations Manager and the Revision Management functionality of Pega Platform
  • Default change request types

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