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Verifying Pega 1:1 Operations Manager implementation

Updated on May 30, 2022

To verify that your Pega 1:1 Operations Manager is correctly implemented, validate the application stack, confirm that you can access the Pega 1:1 Operations Manager portal, and test the change request creation.

  1. Log in as an operator in the your Pega Customer Decision Hub implementation application:CDHAdmins access group.
  2. Verify that the overlay application is created.
  3. Verify that operators in the following access groups can access the application:
    • your Pega 1:1 Operations Manager overlay application:OpsMgrAdmin
    • your Pega 1:1 Operations Manager extension application:OpsDeveloper
    • your Pega 1:1 Operations Manager overlay application:TeamLead
    • your Pega 1:1 Operations Manager overlay application:BusinessUser
    • your Pega 1:1 Operations Manager overlay application:NBASpecialist
    • your Pega 1:1 Operations Manager overlay application:StrategyDesigner
    • your Pega 1:1 Operations Manager overlay application:RevisionManager
    • your Pega 1:1 Operations Manager overlay application:FastTrackRevisionManager
    • your Pega 1:1 Operations Manager overlay application:FastTrackStrategyDesigner
  4. Make sure that all the access groups point to the overlay application.
  5. Open each access group and verify that the respective access roles are available in the Available Roles section.
  6. On the Advanced tab check if the work pool is PegaMKT-Work-Ops.
  7. For the following access groups ensure the Default destination field contains the CDH-Artifacts ruleset:
    • your Pega 1:1 Operations Manager overlay application:StrategyDesigner
    • your Pega 1:1 Operations Manager overlay application:RevisionManager
    • your Pega 1:1 Operations Manager overlay application:FastTrackRevisionManager
    • your Pega 1:1 Operations Manager overlay application:FastTrackStrategyDesigner
  8. Click ConfigureDecisioningDecisionsProposition ManagementHierarchy.
  9. Verify that the built-on Pega Customer Decision Hub application has at least one issue and one group in the Proposition Management hierarchy.
  10. Verify that the overlay SR points to the SR class of your main application.
  11. In Dev Studio, click on the name of your overlay application, and then click Definition.
  12. Verify that the applications are listed in the following orders:
    • Your Pega Customer Decision Hub implementation application
    • Your Pega 1:1 Operations Manager implementation application
    Note: The Pega Customer Decision Hub implementation application must be higher on the list of built on applications than the Pega 1:1 Operations Manager implementation application.
  13. In the Presentation section, verify that the selected skin is CosmosSkin.
  14. On the Case & data tab, verify that the following case types are available:
    ChangeRequestOpsCR-PegaMKT-Work-Ops-ChangeRequest
    CreateActionOpsCA-PegaMKT-Work-Ops-CreateOffer
    UpdateActionOpsUA-PegaMKT-Work-Ops-UpdateOffer
  15. Switch to the Pega 1:1 Operations Manager portal and verify that the teams on the My Teams page are configured according to your requirements.

    Tags

    Pega Customer Decision Hub 8.7 Decision Management

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