Tools, gadgets and wizards |
Use these links to learn about Process Commander tools, accelerators, gadgets and wizards.
Many wizards and accelerators create work objects. You can find open and resolved wizard and accelerator work objects at any time using BYRNB 2/22/10 > Application > Tools > All Wizards. (Some wizards use only temporary work objects, which do not appear in this report.)
On the Designer Studio tab bar, the icon represents a wizard tab.
Name |
Purpose |
Actors gadget | List and access the names that are applied to users, external services, or processing agents in the application. |
Add Reports to Browser tool | Add V5 reports (list view and summary view reports) to the Reports Browser. |
Advanced Options gadget | Restrict changes to the application rule and to other application information. |
Application Accelerator | Create or extend an application or framework through a guided workflow. Proj-835 |
Application Explorer | List and access the rules that belong to an application. |
Application Express | Create a started application for learning and experimentation |
Application Package wizard | Creates a product rule containing RuleSets plus the associated data objects that support an entire application. |
Application Preflight tool | Review warning conditions for all rules in the current application. |
Application Profile wizard | Create an application profile through a guided workflow. |
Attachments gadget | List and access attachments associated with the current application. |
Automated Unit Tests gadget | Work with the current application's unit test suites and test cases for regression testing. |
Basic Information gadget | Identifies the current application and its history. |
Branding wizard | Develop a skin rule to control the colors and images of the user portal. |
Checked Out Rules gadget | Identify rules that are checked out in the current application, or in all applications. |
Class Explorer | Explore instances of any concrete class. |
Class Inheritance display | Identify ancestor classes of a class. |
Class Relationships gadget | Identify and access the properties of embedded pages that are available to the current application. |
Class Structure viewer | Display the inheritance relationships among classes. |
Clipboard tool | Display or update contents of the clipboard. |
Dashboard gadget | Summarizes the results of the unit test suites that ran during the past five days. |
Data Table editor | Create, delete, and update instances of classes defined through the Data Table wizard. |
Data Tables gadget | Work with the current application's data tables. |
Database Class Mappings gadget | Examine details of the relationships between the classes and the database tables with which the classes are associated. |
Database Trace gadget | Display detailed statistics about activity of the PegaRULES database or other external relational databases. |
DCO Enable Application wizard | Allows DCO capabilities for applications that were initially developed without using DCO. |
Declarative Index wizard | Creates Declare Index rules and classes for embedded properties. |
Declarative Network Analysis gadget | Identify and examine the declarative networks used in the application. |
Declarative Pages gadget | Examine the pages declared and used by the current application, and their associated clipboard pages. |
Define Properties wizard | Speed entry of multiple properties for one class. |
Delete a Class wizard | Deletes a class and all rules that apply to the class. |
Desktop API display | Documents standard JavaScript functions supporting portals and work object forms. |
Discovery Map | A streamlined graphical presentation of starter flows in an application. |
Document wizard | Create application and project documents through a guided workflow. |
Expression Builder | Find a function and supply parameters. |
Flow Errors gadget | Examine reported flow errors. |
Heat Map gadget | Graphically summarize all rules in an application by category and rule type in a heat map. |
Image Gallery gadget | Locate and preview images in binary file rules. |
Infer rule debugger | Helps in testing parse infer rules. |
Locale Settings tool | Change locale temporarily to test localization. |
Localization wizard | Helps in localizing an application; includes Translated to New Language, Verify Existing Translations, and List Translations in Progress options. |
Log Files tool | View or download the Pega log or Alert log. |
Logging Level Settings tool | Temporarily override settings for the Pega log. |
My Rules | Locate your checked-out rules, personal favorites, and access group favorites. |
Named Pages gadget | Examine the pages named and used by the current application, and the number of rules referencing each page. |
Parse Date/Time tool | Test date conversions or time conversions in parse transform rules. |
Performance Analyzer (PAL) gadget | Display detailed performance statistics from your session. |
Performance Profiler gadget | Provide detailed CPU statistics about execution of activities, when condition rules, and model rules. |
Portals & Skins gadget | Identify and access the application's portal rules and application skin rules. |
Process Explorer gadget | Identify starter flows and the subflows they call. |
Process Optimization | Analyzes work object history to suggest process improvements. |
Project Explorer | Link application rules to tasks in an external project management system. |
Property Tree gadget | Identify and access the properties available for use in an application. |
Recent Actions gadget | Examine a history of current and past events. |
Refactor Rules tool | Copy rules with a specific Applies To key part into a different RuleSet. |
Regular Expression tool | Test parse transform rules (Rule-Parse-Transform rule type). |
Rename a Class wizard | Rename a Rule-Obj-Class rule and adjust all the rules that apply to the class. |
Reports gadget | View results from unit test suite and test case runs. |
Revalidate for References | Learn which other rules reference a specific rule, and which rules this rule references. |
Rule Check-in approval process | Manage change to rules in a large development team. |
Rule Compare utility | Compare two rules and identify where they are different. |
Rule-from-File wizard | Harvest an external file (Excel, Visio, or text file) to create a flow rule or decision rule. |
Rules Explorer | Find rules or data objects by category and type. |
Rules Inspector tool | Identify and link to property, harness, Declare Expression, and section rules that make up a work object form. |
Schedule gadget | Create unit test suites and schedule them for automatic runs. |
Search/Replace a String wizard | Search for and replace a string wherever it appears in rules. |
Service Level Agreements (SLAs) gadget | Verify which service level agreements (service level rules) are in active use in the current application. |
Shortcuts Manager | Label, update, arrange, or delete shortcuts, to speed testing of activities. |
Six Rs gadget | Graphically summarize all rules in an application by 6Rs. |
Skills gadget | Identify and access the skills rules in the current application. |
Style Discovery tool | Discover and experiment with the CSS styles that apply to work object forms. |
Style Viewer | Preview the appearance of CSS styles for work object forms, reports, or portal layouts. |
Tickets gadget | Identify and access the ticket rules in the current application. |
Tracer | Debug flows, activities, and other types of rules. |
Translated to New Language | See Localization wizard. |
Toolbar | Operate on rules, data instances, and lists. |
Verify Existing Translations | See Localization wizard. |
Work Types & Use Cases gadget | View the hierarchical relationships for an application's work types and the associated use cases. |
Workbaskets gadget | Identify and access the workbaskets in the current application. |
Name |
Purpose |
Authentication accelerator | Configure your system to use an LDAP-compliant directory server to authenticate users. |
Connector and Metadata accelerator | Generate connector rules or data mapping rules for communication with external systems. |
Connector Simulator | Test connector rules when the actual data source is unavailable. |
Connectors gadget | Identify and manage the connector interfaces for this application. |
EForm accelerator | Create a rule and mapping for PDF file format. |
Email accelerator | Define e-mail configuration. |
Import DTD File | Starts the Connector and Metadata accelerator in DTD file import mode. |
Import Java Bean | Starts the Connector and Metadata accelerator in Java Bean import mode. |
Import PDF for Eform wizard | Starts the EForm accelerator to create a rule and mapping based on the PDF file. |
Import XML Schema | Starts the Connector and Metadata accelerator in XSD import mode. |
Inbound Email gadget | Examine details of currently configured inbound email accounts. |
Integration Accelerators gadget | Access to accelerators for generating rules for connectors, services, emails, EForms, and authentication. |
Integration Resources gadget | Access the instances of the facilities that configure and enable Process Commander to interface with specified external systems. |
Integration Viewer | Graphically present the rules and data instances of a service. |
JavaBean Viewer | View the properties in a JavaBean. Proj-195 |
Outbound Email gadget | Identify and access currently configured outbound email accounts, and create new ones. |
Service accelerator | Create the rules and data instances to support a service. |
Services gadget | Identify and manage the service interfaces for this application. |
For administrative and operations tasks
Name |
Purpose |
Access Groups gadget | List and work with the access groups that are used in the system. |
Access Groups & Users gadget | List and work with the access groups and operators within those access groups that use the current application. |
Access Role editor | Define security rules. |
Available Applications gadget | Identify and access the application rules in this system. |
Clone Class Group tool | See Direct Inheritance wizard. |
Column Populator utility | Populate values from the Storage Stream into a newly exposed database column. |
Compare Rules | See Rule Compare utility. |
Compiler gadget | Specify information for use by the system's Java compiler. |
Copy/Move/Merge RuleSet | See RuleSet Maintenance wizard. |
Correspondence Output Server | Print or fax outgoing correspondence using the PegaDISTRIBUTION Manager helper application. |
Data Table wizard | Define class and properties for simple data objects |
Delete a RuleSet tool | Delete all rules in a RuleSet or RuleSet Version. |
Developer Activity gadget | Examine a count of the number of check-ins of rules for the current application, by Operator ID. |
Direct Inheritance wizard | Replicate a class group and class structure |
Export gadget | Exports rules and data instances; supports migration operations. |
Extract Edge Server Files | Supports the deployment of static content onto multiple servers to improve response in large production systems. |
Field Level Auditing gadget | Identify and access the properties that the current application is tracking for auditing purposes. |
Fix My Schema | XXXXXXXXXXXXXX |
Form Builder | Create a custom rule form. |
Hotfix Installer | Install a hotfix obtained from Pegasystems. |
Import gadget | Import rules and data instances from ZIP archive files; supports migration operations. |
Inventory Reports gadget | List and access the reports available in the application. |
Modify Database Schema wizard | Review the tables and columns of the PegaRULES database, and identify or change properties exposed as a database column. |
Operators gadget | Examine the details of operators in the system and create new operators. |
Organization Setup gadget | Create the set of rules and data instances for an organization. |
Organizational Chart gadget | View a hierarchy of relationships of divisions and units within an organization and modify the structure. GRP-287 |
Package Work wizard | Create a product rule that when run includes work objects. PROJ-372 |
Product Migration wizard | Automatically export and import a ZIP archive produced by a production rule. PROJ-125 |
Property Optimization tool | Exposes a property as a column and populates values for the new column.. |
Purge/Archive wizard | Define criteria and a schedule for purging resolved work objects from the system. PROJ-135 |
Refactor on Import wizard | Rename classes in a RuleSet archive or product archive as it is imported. |
Referencing Applications gadget | List the applications that are referenced by your current application. |
Resource URLs gadget | Specify the URLs for accessing the system online help, the System Management Application tool, and the public URL for the system. |
Revalidate and Save tool | Validate rules and data objects in bulk. This operation is similar to opening and saving each selected rule or data instance. |
Rule Security Analyzer | Searches rules in your application for SQL or JavaScript issues. |
Rulebase Compare wizard | Rename classes in a RuleSet ZIP archive or product ZIP archive as the archive is imported. |
RuleSet Delete tool | Delete all rules in a RuleSet or RuleSet Version. |
RuleSet Maintenance wizard | Allows you to skim, merge, copy, or move RuleSets and versions. 6.1 |
RuleSet Prerequisites gadget | View the relationships of RuleSet versions that are prerequisites of the application and access them. |
RuleSet Stack gadget | List and access the RuleSets that make up your current application. |
Search gadget | Specify search-related settings. |
Skim a RuleSet tool | Create a new major version of a RuleSet, copying a rule from the lower major version. |
Static Assembler | Pre-assemble all the rules in an application. |
System Management application | Monitor the operation of the system. |
System Scanner tool | Scan your system to identify possible hotfixes that are applicable. |
Systems, Nodes & Requestors gadget | Identify and access the nodes and requestors defined for this system. |
Update Manager | See System Scanner and Hotfix Installer. |
Weekly Rule Updates gadget | Summarizes the number of rules changed in the RuleSets that make up the current application, for the past eight weeks. |
Primarily for managers or workers
Name |
Purpose |
Image Viewer | View or modify a scanned image. |
Report Browser | Allows managers to run, copy, and interact with reports. |
Report Viewer | Allows display and interaction with reports based on report definition rules. |
V5 Report wizard | Define custom V5 reports. |